TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go 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
E JOSEPH EVANS CHARITABLE TRUST
JANET ALFIERI TRUSTEE

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1650
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
PLYMOUTH, MA02360

A Employer identification number

04-6269182

B Telephone number (see instructions)

(781) 588-4190

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$1,767,073J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	16,896		16,896
4	Dividends and interest from securities...	19,530		19,530
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		155,065
b	Gross sales price for all assets on line 6a 802,860
7	Capital gain net income (from Part IV, line 2)...			155,065
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	191,491		191,491
13	Compensation of officers, directors, trustees, etc.	16,000		16,000	16,000
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	5,250	5,250	0
c	Other professional fees (attach schedule)....
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	893	893	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	19,070	19,070	0
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	41,213		41,213	16,000
25	Contributions, gifts, grants paid.......	115,000			115,000
26	Total expenses and disbursements. Add lines 24 and 25	156,213		41,213	131,000
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	35,278
b	Net investment income (if negative, enter -0-)			150,278
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	1	3	3
	2	Savings and temporary cash investments.........	99,633	60,269	60,269
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	206,816	List of Attached Documents: // Content 246,232	230,401
	b	Investments—corporate stock (attach schedule).......	1,146,957	List of Attached Documents: // Content 1,145,587	1,323,333
	c	Investments—corporate bonds (attach schedule).......	166,002	List of Attached Documents: // Content 169,461	153,067
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	1,619,409	1,621,552	1,767,073
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	1,873,049	1,873,049
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	-253,640	-251,497
	29	Total net assets or fund balances (see instructions).....	1,619,409	1,621,552
	30	Total liabilities and net assets/fund balances (see instructions).	1,619,409	1,621,552

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

1,619,409

Enter amount from Part I, line 27a .....................

35,278

Other increases not included in line 2 (itemize) right arrow

Add lines 1, 2, and 3 ..........................

1,654,687

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

33,135

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

1,621,552

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
1 a	FERRARI	P
b	IDEXX LABS	P
c	META PLATFORMS	P
d	MONGODB	P
e	OLD DOMINION FREIGHT	P
	PALO ALTO NETWORKS	P
	ROPER TECHNOLOGIES	P
	ROSS STORES	P
	SHOPIFY INC	P
	SYNOPSYS INC	P
	TESLA	P
	THE TRADE DESK	P
	THERMO FISHER SCIENTIFIC	P
	TRANE TECHNOLOGIES	P
	VERITY HOLDINGS	P
	ALPHABET INC	P
	AMAZON.COM	P
	APPLE	P
	ASML HLDGS	P
	BLACKSTONE INC	P
	BOSTON SCIENTIFIC	P
	BROADCOM INC	P
	CADENCE DESIGN	P
	CHENIERE ENERGY	P
	CHIPOTLE	P
	COPART INC	P
	COSTAR GROUP	P
	DANAHER CORP	P
	ELI LILLY & CO	P
	IDEXX LABS INC	P
	INTUIT	P
	INTUITIVE SURGICAL INC	P
	KLA CORP	P
	LVMH MOET HENNESSY	P
	MASTERCARD INC	P
	META PLATFORMS	P
	MICROSOFT CORP	P
	MSCI INC	P
	NETFLIX INC	P
	NVIDIA CORP	P
	ROPER TECHNOLOGIES	P
	ROSS STORES	P
	S&P GLOBAL	P
	SERVICE NOW INC	P
	SHERWIN WILLIAMS	P
	SHOPIFY INC	P
	TESLA INC	P
	THERMO FISHER SCIENTIFIC	P
	TRANSDIGM GROUP INC	P
	UNITED HEALTH GROUP INC	P
	VISA INC	P
	WASTE CONNECTIONS INC	P
	ZOETIS INC	P
	ALLEGION PT LTD	P
	AMERICAN EXPRESS	P
	CARLYLE GROUP INC	P
	CHEVRON CORP	P
	CISCO SYSTEMS INC	P
	CITIZENS FIN'L GROUP	P
	CONOCO PHILLIPS	P
	ELECTRONIC ARTS INC	P
	ELI LILLY & CO	P
	GENERAL MOTORS	P
	GOLDMAN SACHS	P
	MICRON TECHNOLOGY	P
	NOVO-NORDISK	P
	PURDENTIAL PLC	P
	SPDR BLOOMBERG	P
	STANLEY BLACK & DECKER	P
	TAPESTRY INC	P
	VERIZON COMMUNICATIONS	P
	VISA INC	P
	WABTEC	P
	ALLSTATE	P
	AMERICAN ELECTRIC POWER	P
	AMIERICAN INTL GROUP	P
	ASTRAZENECA PLC	P
	BRITHISH AMERICAN	P
	CENCORA INC	P
	CHARLES SCHWAB CORP	P
	CISCO SYSTEMS	P
	CITIGROUP INCCC	P
	CITIZENS FINL GROUP INC	P
	COGNIZANT TECHNOLOGY	P
	CONOCOPHILLIPS	P
	CONSTELLATION BRANDS	P
	DOLLAR GENERAL	P
	ELEVANCE HEALTH INC	P
	FIDELITY NATIOL FINL INC	P
	FIDELITY NATIL INFORMATION	P
	FOX CORP	P
	GENERAL MOTORS	P
	KONINKLIJKE PHILIPS	P
	LABCORP HOLDINGS	P
	LEIDOS HOLDINGS	P
	MICRON TECHNOLOGY INC	P
	MICROSOFT CORP	P
	NOVO NORDISK	P
	PRUDENTIAL PLC	P
	PUBLIC SVC ENTERPIRSE	P
	RALPH LAUREN CORP	P
	RAYMOND JAMES FINL	P
	ROGERS COMMUNICATIONS	P
	ROSS STORES INC	P
	SHELL PLC	P
	THE CIGNA GROUP	P
	UNILEVER PLC	P
	UNION PACIFIC CORP	P
	VERIZON COMMUNICATIONS	P
	VISA INC	P
	WELLS FARGO	P
	WILLIAMS COS INC	P
	ZILLMER BIOMET HLDGS INC	P
	ASTRANZENECA LC	P
	BANK BILBAO	P
	BARCLAYS PLC	P
	BRASIL BOLSA FUNSPONSOR	P
	CANADIAN PACIFIC	P
	CHART INDS	P
	COMPAGNIE DE ST GOBAIN	P
	DEUTSCHE TELEKOM AG	P
	FERRARI NV	P
	FREEPORT MCMORAN INC	P
	JULIUS BAER GROUP	P
	LASERTEC CORP	P
	LVMH MOET HENNESSEY	P
	MARVEL TECHNOLOGY	P
	MASTERCARD INC	P
	NINTENDO LTD	P
	PUMA SE	P
	RELX PLC	P
	REMY COINTREAU	P
	SMITH & NEPHEW GROUP	P
	SUNCOR ENERGY NC	P
	TAYLOR WIMPEY PC	P
	TECK RES LIMITED	P
	TENCENT HOLDGS LTD	P
	THERMO FISHER SCIENTIFIC	P
	UBS BROUP AG	P
	VESTAS WIND SYS	P
	WUXI BIOLOGICS CAYMAN	P
	XP INC	P
	YUM CHINA HOLDGS	P
	AIR LIQUIDE	P
	ASML HLDG	P
	BAKER HUGHES CO	P
	BANK BILBAO VIZCAYA	P
	BEIERSDORF	P
	CADENCE DESIGN	P
	CANADIAN NAITONAL	P
	DEUTSCHE TELEKOM	P
	FERRARI NV	P
	HEINEKEN NV	P
	INFINEON TECHNOLOGIES	P
	INTESA SANPAOLO	P
	MASTERCARD	P
	MTU AERO ENGINES HLDGS	P
	NOVO NORDISK	P
	RECRUIT HOLDINGS CO LTD	P
	SONYT GROUP CORP	P
	STANDARD CHARTERED PLC	P
	STMICROELECTRONICS NV	P
	SUNCOR ENERGY	P
	TAIWAN SEMICONDUCTOR	P
	THERMO FISHER SCIENTFIC	P
	XP INC	P
	CVS HEALTHCARE	P
	US TREASURY NOTE 4.25%	P
	FHLMC QG6305	P
	FHLMC SD2254	P
	FHLMC SD8121	P
	FHLMC SD8178	P
	FHLMC SD8341	P
	FNMA PL AD8529	P
	FNMA PL BM2007	P
	FNMA PL BM5108	P
	FNMA PL CB9153	P
	FNMA PL FM1578	P
	FNMA PL 3982	P
	FNMA PL FM8988	P
	FNMA PL MA4326	P
	FNMA PL MA4357	P
	FNMA PL MA4378	P
	FNMA PL MA4379	P
	FNMA PL MA4842	P
	AMAZON	P
	CVS	P
	FIFTH THIRD BANK	P
	NORTHROP GRUMMAN	P
	UNIOIN PACIFIC	P
	US TREASURY NOTE 2.875%	P
	US TREASUR NOTE 3%	P
	US TREASURY NOTE 1/5%	P
	US TREASURY NOTE 3/5%	P
	US TREASURY NOTE .75%	P
	US TREASURY NOTE 1.25%	P
	US TREASURY NOTE STRIP	P
	FHLMC SD8121	P
	FNMA PL BM5108	P
	FNMA PL FM1578	P
	WASH SALE ADJUSTMENT	P
	MARKET DISCOUNT ADJUSTMENT	P
	IMPORT ADJUSTMENT	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	2,115	1,704	411
b	2,718	3,192	-474
c	5,670	3,659	2,011
d	2,759	4,814	-2,055
e	1,060	1,010	50
	4,862	3,709	1,153
	1,138	1,095	43
	1,635	1,365	270
	1,752	1,676	76
	8,970	9,181	-211
	3,927	4,225	-298
	948	967	-19
	611	498	113
	1,238	1,165	73
	3,105	2,198	907
	10,964	2,456	8,508
	19,001	15,793	3,208
	15,785	4,216	11,569
	10,018	8,701	1,317
	2,511	1,495	1,016
	4,451	2,365	2,086
	8,884	3,622	5,262
	4,437	2,138	2,299
	3,155	3,169	-14
	3,123	1,385	1,738
	1,817	1,430	387
	731	804	-73
	3,828	1,467	2,361
	6,203	2,686	3,517
	2,829	2,233	596
	10,555	7,475	3,080
	6,375	3,128	3,247
	6,992	3,527	3,465
	5,038	4,917	121
	5,003	3,679	1,324
	5,563	2,972	2,591
	17,645	1,894	15,751
	8,485	7,866	619
	7,169	3,228	3,941
	29,448	4,769	24,679
	7,743	6,300	1,443
	545	467	78
	6,092	4,937	1,155
	7,913	5,354	2,559
	2,740	1,913	827
	1,463	822	641
	6,703	12,019	-5,316
	7,209	6,413	796
	5,124	2,286	2,838
	10,468	9,524	944
	8,410	2,105	6,305
	4,566	3,614	952
	3,416	1,534	1,882
	3,892	2,889	1,003
	3,867	3,084	783
	2,768	2,206	562
	9,397	9,054	343
	97	113	-16
	326	272	54
	1,190	1,104	86
	1,446	1,358	88
	3,410	2,772	638
	271	278	-7
	6,846	4,609	2,237
	659	988	-329
	3,814	2,883	931
	286	304	-18
	1,190	1,189	1
	3,330	2,853	477
	4,844	4,991	-147
	1,329	1,348	-19
	537	542	-5
	1,622	1,499	123
	3,367	2,963	404
	4,184	3,298	886
	1,250	1,033	217
	1,035	764	271
	1,407	1,635	-228
	3,513	2,081	1,432
	1,491	1,806	-315
	2,819	3,052	-233
	1,970	2,374	-404
	3,014	2,951	63
	1,139	1,068	71
	2,164	1,421	743
	2,721	2,607	114
	1,261	1,865	-604
	1,602	1,151	451
	940	806	134
	2,914	4,833	-1,919
	1,863	1,642	221
	3,699	4,602	-903
	2,747	3,205	-458
	1,327	1,278	49
	8,549	5,559	2,990
	5,647	3,491	2,156
	2,932	1,944	988
	1,589	912	677
	2,123	3,032	-909
	3,475	2,967	508
	3,110	2,010	1,100
	4,453	3,366	1,087
	2,197	2,783	-586
	4,044	2,913	1,131
	4,491	3,679	812
	1,391	956	435
	10,448	10,344	104
	4,642	4,158	484
	1,077	1,253	-176
	806	680	126
	2,417	1,981	436
	6,216	5,075	1,141
	4,753	5,031	-278
	189	225	-36
	4,947	3,648	1,299
	185	181	4
	4,468	5,749	-1,281
	439	461	-22
	2,412	2,646	-234
	289	241	48
	1,641	1,497	144
	2,719	1,964	755
	5,833	4,285	1,548
	185	194	-9
	6,544	4,832	1,712
	236	361	-125
	178	163	15
	913	789	124
	3,004	2,722	282
	3,655	5,107	-1,452
	270	267	3
	3,015	4,629	-1,614
	3,659	4,705	-1,046
	3,429	3,484	-55
	169	247	-78
	141	155	-14
	1,720	1,303	417
	1,530	1,795	-265
	5,879	4,240	1,639
	4,458	3,579	879
	1,719	2,413	-694
	2,800	3,277	-477
	4,001	6,555	-2,554
	159	120	39
	4,984	4,105	879
	4,123	2,717	1,406
	2,755	1,942	813
	7,592	5,438	2,154
	300	244	56
	3,749	3,611	138
	4,085	2,972	1,113
	5,072	3,317	1,755
	5,410	5,752	-342
	208	265	-57
	6,174	3,819	2,355
	512	395	117
	6,318	4,818	1,500
	524	245	279
	5,195	5,193	2
	7,030	8,833	-1,803
	5,445	3,938	1,507
	2,228	3,832	-1,604
	4,540	4,548	-8
	373	184	189
	9,981	9,925	56
	2,371	1,815	556
	1,371	1,374	-3
	6,963	6,967	-4
	354		354
	454		454
	30		30
	853		853
	338		338
	218		218
	686		686
	222		222
	91		91
	133		133
	792		792
	1,487		1,487
	983		983
	2,295		2,295
	1,607		1,607
	2,054		2,054
	812		812
	5,020	5,803	-783
	3,428	4,664	-1,236
	9,000	9,000	0
	5,942	6,033	-91
	7,756	8,682	-926
	8,205	8,399	-194
	29,701	29,593	108
	17,841	18,038	-197
	6,597	6,860	-263
	6,395	7,001	-606
	4,701	4,998	-297
	11,457	11,941	-484
	5,344	6,917	-1,573
	1,806	2,045	-239
	1,260	1,442	-182
	118		118
		199	-199
	9,973	10,031	-58

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			411
b			-474
c			2,011
d			-2,055
e			50
			1,153
			43
			270
			76
			-211
			-298
			-19
			113
			73
			907
			8,508
			3,208
			11,569
			1,317
			1,016
			2,086
			5,262
			2,299
			-14
			1,738
			387
			-73
			2,361
			3,517
			596
			3,080
			3,247
			3,465
			121
			1,324
			2,591
			15,751
			619
			3,941
			24,679
			1,443
			78
			1,155
			2,559
			827
			641
			-5,316
			796
			2,838
			944
			6,305
			952
			1,882
			1,003
			783
			562
			343
			-16
			54
			86
			88
			638
			-7
			2,237
			-329
			931
			-18
			1
			477
			-147
			-19
			-5
			123
			404
			886
			217
			271
			-228
			1,432
			-315
			-233
			-404
			63
			71
			743
			114
			-604
			451
			134
			-1,919
			221
			-903
			-458
			49
			2,990
			2,156
			988
			677
			-909
			508
			1,100
			1,087
			-586
			1,131
			812
			435
			104
			484
			-176
			126
			436
			1,141
			-278
			-36
			1,299
			4
			-1,281
			-22
			-234
			48
			144
			755
			1,548
			-9
			1,712
			-125
			15
			124
			282
			-1,452
			3
			-1,614
			-1,046
			-55
			-78
			-14
			417
			-265
			1,639
			879
			-694
			-477
			-2,554
			39
			879
			1,406
			813
			2,154
			56
			138
			1,113
			1,755
			-342
			-57
			2,355
			117
			1,500
			279
			2
			-1,803
			1,507
			-1,604
			-8
			189
			56
			556
			-3
			-4
			354
			454
			30
			853
			338
			218
			686
			222
			91
			133
			792
			1,487
			983
			2,295
			1,607
			2,054
			812
			-783
			-1,236
			0
			-91
			-926
			-194
			108
			-197
			-263
			-606
			-297
			-484
			-1,573
			-239
			-182
			118
			-199
			-58

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	155,065
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 ...................		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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	2,089
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	2,089
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	2,089
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	659
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	659
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	68
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	1,498
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax	Refunded	11

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

JANET ALFIERI TRUSTEE Telephone no. right arrow

(508) 746-6303

Located at right arrow

15 BUMPUS ROADPLYMOUTHMA ZIP+4 right arrow

02360

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2024)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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
JANET ALFIERI	TRUSTEE 3.00	16,000	0	0
7 SOUTH PARK AVENUE PLYMOUTH,MA02360	TRUSTEE 3.00	16,000	0	0

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...................				0

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 arrow

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2024)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

1,749,965

Average of monthly cash balances.......................

48,038

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

1,798,003

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

1,798,003

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

26,970

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

1,771,033

Minimum investment return. Enter 5% (0.05) of line 5................

88,552

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.)

Minimum investment return from Part IX, line 6..................

88,552

Tax on investment income for 2024 from Part V, line 5 .......

2,089

Income tax for 2024. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

2,089

Distributable amount before adjustments. Subtract line 2c from line 1............

86,463

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

86,463

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

86,463

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

131,000

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

131,000

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					86,463
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......	31,097
b From 2020......	38,522
c From 2021......	37,149
d From 2022......	4,773
e From 2023......	49,434
f Total of lines 3a through e ........		160,975
4Qualifying distributions for 2024 from Part
XI, line 4: $ 131,000
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.....					86,463
e Remaining amount distributed out of corpus		44,537
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		205,512
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) ...		31,097
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		174,415
10 Analysis of line 9:
a Excess from 2020....	38,522
b Excess from 2021....	37,149
c Excess from 2022....	4,773
d Excess from 2023....	49,434
e Excess from 2024....	44,537

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 4942(j)(3) or4942(j)(5)

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	(e) Total

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ACLU FOUNDATION OF MASSACHUSETTS ONE CENTER PLAZA SUITE 850 BOSTON,MA02108	NONE	NONPROFIT	TO PROVIDE ASSISTANCE TO THE AMERICAN CIVIL LIBERTIES UNION WHICH WORKS EVERY DAY IN THE COURTS, IN THE LEGISLATURE, AND IN COMMUNITIES TO DEFEND AND PRESERVE THE INDIVIDUAL RIGHTS AND LIBERTIES GUARANTEED BY THE CONSTITUTION, BILL RIGHTS, AND LAWS OF THE UNITED STATES.	5,000
ALZHEIMERS ASSOCIATION 225 N MICHIGAN AVE 7TH FLOOR CHICAGO,IL60601	NONE	NONPROFIT	PROVIDE SUPPORT SERVICES AND EDUCATION TO INDIVIDUALS, FAMILIES AND CAREGIVERS AFFECTED BY ALZHEIMER'S DISEASE	5,000
BLACK FEATHER HORSE RESCUE PO BOX 3145 PLYMOUTH,MA02361	NONE	EXEMPT ORG	TO IMPORVE THE HEALTH AND WELL BEING OF ABUSED, INJURED AND NEGLECTED HORSES.	5,000
BOYS AND GIRLS CLUB OF PLYMOUTH 9 RESNICK ROAD PLYMOUTH,MA02360	NONE	NONPROFIT	TO INSPIRE AND ENABLE ALL YOUNG PEOPLE, ESPECIALLY THOSE WHO NEED IT MOST TO REALIZE THEIR FULL POTENTIAL AS PRODUCTIVE, RESPONSIBLE AND CARING CITIZENS.	6,000
FEEDING AMERICA PO BOX 96749 WASHINGTON,DC20090	NONE	NONPROFIT	PROVIDING FOOD FOR THE POOR	10,000
HABITAT FOR HUMANITY OF GREATER PLYMOUTH PO BOX 346 CARVER,MA02366		NONPROFIT	HABITAT FOR HUMANITY BRINGS PEOPLE TOGETHER TO BUILD STRENGTH, STABILITY AND SELF-RELIANCE THROUGH SHELTER.	10,000
INTERNET ARCHIVE 300 FUNSTONE AVE SAN FRANCISCO,CA94118	NONE	NONPROFIT	TO ASSIST THE INTERNET ARCHIVE IN RUNNING A DIGITAL LIBRARY WEBSITE, ARCHIVE.ORG. IT PROVIDES FREE ACCESS TO COLLECTIONS OF DIGITIZED MATERIALS INCLUDING WEBSITES, SOFTWARE APPLICATIONS, MUSIC, AUDIOVISUAL, AND PRINT MATERIALS.	2,000
MR HOLLAND'S OPUS FOUNDATION 2550 N HOLLYWOOD WAY 302 BURBANK,CA91505	NONE	NONPROFIT	TO KEEP MUSIC ALIVE IN OUR SCHOOLS BY PROVIDING VITAL SUPPORT SERVICES TO SCHOOL DISTRICTS, AND NEW MUSICAL INSTRUMENTS TO UNDERFUNDED MUSIC PROGRAMS NATIONWIDE, GIVING UNDER-REPRESENTED YOUTH ACCESS TO THE MANY BENEFITS OF MUSIC EDUCATION, LEADING THEM TO SUCCESS IN SCHOOL, AND INSPIRING CREATIVITY AND EXPRESSION THROUGH PLAYING MUSIC.	5,000
NATHAN HALE FOUNDATION 232 BEAVER DAM ROAD PLYMOUTH,MA02360	NONE	NONPROFIT	OFFERS DIRECT SERVICE TO THE HEALTH AND WELFARE OF OUR VETERANS AND ACTIVE DUTY MILITARY INCLUDING TRANSPORTATION SERVICES, READJUSTMENT COUNSELING, FOOD ASSISTANCE AND A CREATIVE ARTS PROGRAM.	5,000
NEIGHBORWORKS HOUSING SOLUTIONS 422 WASHINGTON STREET QUINCY,MA02169	NONE	NONPROFIT	TO HELP FIND AFFORDABLE HOUSING AS A WAY FOR INDIVIDUALS AND FAMILIES GAIN STABILITY IN THEIR LIVES.	5,000
OLD COLONY YMCA (CAMP CLARK) 200 HEDGES POND ROAD PLYMOUTH,MA02360	NONE	NONPROFIT	TO PROVIDE CAMP SCHOLARSHIPS FOR UNDERPRIVELAGED CHILDREN	2,500
PLYMOUTH EDUCATION FOUNDATION 68 SAMOSET STREET PLYMOUTH,MA02360	NONE	NONPROFIT	THE PURPOSE OF THE FOUNDATION IS TO SOLICIT, MANAGE, AND DISTRIBUTE FUNDS FOR EDUCATIONAL PURPOSES AND ACTIVITIES WHICH MAY NOT BE FUNDED BY THE PLYMOUTH PUBLIC SCHOOLS.	5,000
PLYMOUTH INDEPENDENT 15 RICHARDS ROAD PLYMOUTH,MA02360	NONE	NONPROFIT	TO ASSIST A LOCAL NEWSPAPER, THE PLYMOUTH INDEPENDENT DIG DEEPLY INTO ISSUES THAT AFFECT THE QUALITY OF LIFE FOR ALL OF US ISSUES THAT INCLUDE EDUCATION, THE ENVIRONMENT, PUBLIC SAFETY, DEVELOPMENT, TOWN AND COUNTY SPENDING DECISIONS, AND PLYMOUTH'S VIBRANT ARTS AND CULTURE SCENE. OUR GOAL IS TO PROMOTE TRANSPARENCY, ACCOUNTABILITY AND COMMUNITY ENGAGEMENT THROUGH RELIABLE, FACT-BASED REPORTING.	10,000
PLYMOUTH PUBLIC LIBRARY 132 SOUTH STREET PLYMOUTH,MA02360	NONE	EXEMPT ORG	TO HELP SUPPORT AND MAINTAIN THE LIBRARY IN PLYMOUTH MASS	10,000
PLYMOUTH TASK FORCE TO END HOMELESSNESS PO BOX 3896 PLYMOUTH,MA02361	NONE	NONPROFIT	DEDICATED TO ENDING HOMELESSNESS IN THE PLYMOUTH AREA FOCUSING ON FINDING PERMANENT HOUSING WITH SUPPORTIVE SERVICES AND PROVIDING EMERGENCY SHELTER DURING WINTER MONTHS.	7,000
PRISON BOOK PROGRAM 1306 HANCOCK STREET SUITE 100 QUINCY,MA02169	NONE	EXEMPT ORG	TO GIVE PRISONERS A CHANCE TO IMPROVE THEMSELVES THROUGH READING	3,000
TALKING INFORMATION CENTER PO BOX 519 MARSHFIELD,MA02050	NONE	NONPROFIT	STAFF AND VOLUNTEERS PROVIDE HUMAN VOICE(D) BROADCASTS OF LOCAL NEWS, ARTICLES, AND ITEMS OF INTEREST TO VISUALLY IMPAIRED AND OTHERWISE DISABLED LISTENERS THROUGHOUT MASSACHUSETTS TO PROMOTE INDEPENDENCE AND ENRICH QUALITY OF LIFE."	2,500
WIKIMEDIA FOUNDATION INC PO BOX 98204 WASHINGTON,DC20090	NONE	EXEMPT ORG	TO PROVIDE ESSENTIAL INFRASTRUCTURE FOR FREE KNOWLEDGE	2,000
WILDLANDS TRUST INC 675 LONG POND ROAD PLYMOUTH,MA02360	NONE	NONPROFIT	TO PERMANENTLY PROTECT AND STEWARD IMPORTANT HABITATS AND LANDSCAPES.	5,000
WOODS HOLE OCEANOGRAPHIC INSTITUTE 266 WOODS HOLE ROAD MS 40 WOODS HOLE,MA02543	NONE	NONPROFIT	TO HELP UNDERSTAND ALL FACETS OF THE OCEAN AS WELL AS ITS COMPLEX CONNECTIONS WITH EARTH'S ATMOSPHERE, LAND, ICE, SEAFLOOR, AND LIFEINCLUDING HUMANITY.	5,000
JOSIE'S VILLAGE INC 50 ROSETTAS WAY BRIDGEWATER,MA02324		NONPROFIT	TO ENCOURAGE THE DEVELOPMENT OF MEANINGFUL FRIENDSHIPS BETWEN DEDICATED VOLUNTEERS AND LONELY, OLDER ADULTS IN THE COMMUNITY.	5,000
Total ................................. 3a				115,000

bApproved for future payment

Total ................................. 3b				0

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	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........			14	16,896
4 Dividends and interest from securities ....			14	19,530
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income .....
8 Gain or (loss) from sales of assets other than inventory ............			18	155,204	-139
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		191,630	-139

13Total. Add line 12, columns (b), (d), and (e)..................

191,491

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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.)
N/A	N/A

Form 990-PF (2024)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2024 AccountingFeesSchedule

Name:

E JOSEPH EVANS CHARITABLE TRUST

JANET ALFIERI TRUSTEE

EIN:

04-6269182

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	5,250	5,250		0

- TIN:

TY 2024 InvestmentsCorpBondsSchedule

Name:

E JOSEPH EVANS CHARITABLE TRUST

JANET ALFIERI TRUSTEE

EIN:

04-6269182

Name of Bond	End of Year Book Value	End of Year Fair Market Value
SCHWAB #5317 DETAIL AVAILABLE UPON REQUEST	169,461	153,067

- TIN:

TY 2024 InvestmentsCorpStockSchedule

Name:

E JOSEPH EVANS CHARITABLE TRUST

JANET ALFIERI TRUSTEE

EIN:

04-6269182

Name of Stock	End of Year Book Value	End of Year Fair Market Value
SCHWAB #1863 DETAIL AVAILABLE UPON REQUEST	224,936	365,715
SCHWAB #2124 DETAIL AVAILABLE UPON REQUEST	233,660	263,547
SCHWAB #6980 DETAIL AVAILABLE UPON REQUEST	512,705	548,839
SCHWAB #5317DETAIL AVAILABLE UPON REQUEST	174,286	145,232

- TIN:

TY 2024 InvestmentsGovtObligationsSch

Name:

E JOSEPH EVANS CHARITABLE TRUST

JANET ALFIERI TRUSTEE

EIN:

04-6269182

US Government Securities - End of Year Book Value:

246,232

US Government Securities - End of Year Fair Market Value:

230,401

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

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

- TIN:

TY 2024 OtherDecreasesSchedule

Name:

E JOSEPH EVANS CHARITABLE TRUST

JANET ALFIERI TRUSTEE

EIN:

04-6269182

Description	Amount
UNREALIZED GAIN/LOSS	33,135

- TIN:

TY 2024 OtherExpensesSchedule

Name:

E JOSEPH EVANS CHARITABLE TRUST

JANET ALFIERI TRUSTEE

EIN:

04-6269182

Description	Revenue and Expenses per Books	Net Investment Income
BANK FEES	14,858	14,858
SURETY BOND	3,910	3,910
POSTAGE	302	302

- TIN:

TY 2024 TaxesSchedule

Name:

E JOSEPH EVANS CHARITABLE TRUST

JANET ALFIERI TRUSTEE

EIN:

04-6269182

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
TD AMERITRADE FOREIGN TAXES	893	893		0