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
HAROLD BROOKS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 653067
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DALLAS, TX752653067
A Employer identification number

04-6043983
B Telephone number (see instructions)

(888) 866-3275
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$14,963,676J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 343,713 343,519  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 935,579
b Gross sales price for all assets on line 6a 1,846,148
7 Capital gain net income (from Part IV, line 2)... 935,579
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
19    
12 Total. Add lines 1 through 11........ 1,279,311 1,279,098  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 105,733 63,440   42,293
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,250 750 0 500
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
36,333     36,333
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
18,505 3,855   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
125     125
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 161,946 68,045 0 79,251
25 Contributions, gifts, grants paid....... 565,000 565,000
26 Total expenses and disbursements. Add lines 24 and 25 726,946 68,045 0 644,251
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 552,365
b Net investment income (if negative, enter -0-) 1,211,053
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 448,560 759,140 759,140
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 150,669 Click to see attachment
List of Attached Documents:
// Content
150,242 		152,056
b Investments—corporate stock (attach schedule)....... 8,936,723 Click to see attachment
List of Attached Documents:
// Content
9,178,876 		14,030,711
c Investments—corporate bonds (attach schedule)....... 21,602 Click to see attachment
List of Attached Documents:
// Content
21,460 		21,769
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,557,554 10,109,718 14,963,676
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 9,557,554 10,109,718
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 9,557,554 10,109,718
30 Total liabilities and net assets/fund balances (see instructions). 9,557,554 10,109,718
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
9,557,554
2
Enter amount from Part I, line 27a .....................
2
552,365
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
10,109,919
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
201
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
10,109,718
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 145. ALPHABET INC SHS CL C   2013-10-25 2024-02-12
b 55. BROADCOM INC   2020-02-03 2024-02-12
c 439. CISCO SYSTEMS INCORPORATED   2022-08-24 2024-02-12
d 41. CISCO SYSTEMS INCORPORATED   2012-10-12 2024-02-12
e 160. NVIDIA CORP COM   2019-06-25 2024-02-12
215. PALO ALTO NETWORKS INC COM   2023-04-18 2024-02-12
25. PALO ALTO NETWORKS INC COM   2022-08-24 2024-02-12
69. ROCKWELL INTL CORP   2020-08-25 2024-02-12
1. ROCKWELL INTL CORP   2020-09-03 2024-02-12
55. SALESFORCE.COM INC COMMON   2019-06-25 2024-02-12
20. ASML HLDG NV NY REG SHS   2022-08-24 2024-02-12
565. CVS CAREMARK CORP COM   2023-04-18 2024-05-16
418. CVS CAREMARK CORP COM   2020-04-17 2024-05-16
200. CVS CAREMARK CORP COM   2019-03-05 2024-05-16
28. ABBVIE INC SHS   2016-09-28 2024-06-20
7. ADOBE SYS INC   2023-09-13 2024-06-20
18. AGILENT TECHNOLOGIES INC   2018-08-30 2024-06-20
14. AIR PRODUCTS AND CHEMICALS INC   2024-02-12 2024-06-20
22. ALPHABET INC SHS CL C   2013-10-25 2024-06-20
28. ALPHABET INC SHS CL A   2013-10-25 2024-06-20
39. AMAZON COM INC   2013-10-25 2024-06-20
21. AMERICAN ELECTRIC POWER CO   2019-10-31 2024-06-20
67. APPLE INC COM   2024-02-12 2024-06-20
12. BECTON DICKINSON & COMPANY   2019-03-05 2024-06-20
8. BERKSHIRE HATHAWAYINC DEL CL B NEW   2014-11-04 2024-06-20
4. BLACKROCK INC CL A   2016-09-28 2024-06-20
38. BOSTON SCIENTIFIC CORPORATION   2019-03-05 2024-06-20
2. BROADCOM INC   2020-02-03 2024-06-20
7. CATERPILLAR INCORPORATED   2021-05-11 2024-06-20
21. CHEVRONTEXACO CORP COM   2024-02-12 2024-06-20
56. CISCO SYSTEMS INCORPORATED   2012-10-12 2024-06-20
29. COMCAST CORP NEW CL A COM   2014-11-04 2024-06-20
30. CONOCOPHILLIPS COM   2024-02-12 2024-06-20
5. COSTCO WHSL CORP NEW COM   2017-08-25 2024-06-20
10. DISNEY WALT CO   2022-08-24 2024-06-20
10. DUPONT DE NEMOURS INC   2021-05-11 2024-06-20
56. EXXON MOBIL CORPORATION   2024-02-12 2024-06-20
10. META PLATFORMS INC CLASS A COMMON STOCK   2015-01-28 2024-06-20
11. HOME DEPOT INC   2013-06-10 2024-06-20
15. HONEYWELL INTERNATIONAL INC   2012-10-12 2024-06-20
7. ILLINOIS TOOL WORKS INCORPORATED   2021-05-11 2024-06-20
38. J P MORGAN CHASE & CO COM   2022-01-20 2024-06-20
16. JOHNSON & JOHNSON   2024-02-12 2024-06-20
6. ESTEE LAUDER COMPANIES CL A   2016-09-28 2024-06-20
9. MCDONALDS CORP   2020-04-17 2024-06-20
33. MICROSOFT CORPORATION   2023-04-18 2024-06-20
48. MONDELEZ INTERNATIONAL INC   2024-02-12 2024-06-20
49. MORGAN STANLEY DEAN WITTER DISCOVER & CO   2024-02-12 2024-06-20
33. NEXTERA ENERGY INC SHS   2021-05-11 2024-06-20
2. NIKE INC CL B   2022-08-24 2024-06-20
22. NIKE INC CL B   2014-11-04 2024-06-20
117. NVIDIA CORP COM   2019-06-25 2024-06-20
13. PALO ALTO NETWORKS INC COM   2022-08-24 2024-06-20
17. PEPSICO INCORPORATED   2024-02-12 2024-06-20
40. PFIZER INC   2014-11-04 2024-06-20
15. PROCTER & GAMBLE CO COM   2012-09-12 2024-06-20
7. ROCKWELL INTL CORP   2020-09-03 2024-06-20
11. SALESFORCE.COM INC COMMON   2019-06-25 2024-06-20
31. SEMPRA ENERGY   2023-04-18 2024-06-20
44. TJX COMPANIES INCORPORATED NEW   2017-06-30 2024-06-20
13. TARGET CORP   2024-05-16 2024-06-20
4. THERMO ELECTRON CORP   2019-06-25 2024-06-20
7. UNITED PARCEL SERVICE CL B   2020-09-03 2024-06-20
8. UNITEDHEALTH GROUP INC   2024-02-12 2024-06-20
17. VISA INC CL A SHRS   2013-10-25 2024-06-20
12. EATON CORP PLC   2022-08-24 2024-06-20
2. ASML HLDG NV NY REG SHS   2022-08-24 2024-06-20
124. ABBVIE INC SHS   2016-09-28 2024-08-19
22. ADOBE SYS INC   2023-09-13 2024-08-19
2. ADOBE SYS INC   2019-10-31 2024-08-19
59. AGILENT TECHNOLOGIES INC   2018-08-30 2024-08-19
97. AIR PRODUCTS AND CHEMICALS INC   2024-02-12 2024-08-19
58. ALPHABET INC SHS CL C   2013-10-25 2024-08-19
109. ALPHABET INC SHS CL A   2013-10-25 2024-08-19
129. AMAZON COM INC   2013-10-25 2024-08-19
70. AMERICAN ELECTRIC POWER CO   2019-10-31 2024-08-19
278. APPLE INC COM   2024-02-12 2024-08-19
51. APPLE INC COM   2010-03-04 2024-08-19
36. BECTON DICKINSON & COMPANY   2019-03-05 2024-08-19
28. BERKSHIRE HATHAWAYINC DEL CL B NEW   2014-11-04 2024-08-19
31. BLACKROCK INC CL A   2016-09-28 2024-08-19
118. BOSTON SCIENTIFIC CORPORATION   2019-03-05 2024-08-19
69. BOSTON SCIENTIFIC CORPORATION   2018-08-30 2024-08-19
100. BROADCOM INC   2020-02-03 2024-08-19
90. BROADCOM INC   2020-04-17 2024-08-19
4. CHEVRONTEXACO CORP COM   2024-02-12 2024-08-19
480. CISCO SYSTEMS INCORPORATED   2012-10-12 2024-08-19
195. COMCAST CORP NEW CL A COM   2014-11-04 2024-08-19
24. CONOCOPHILLIPS COM   2024-02-12 2024-08-19
10. COSTCO WHSL CORP NEW COM   2017-08-25 2024-08-19
2. DISNEY WALT CO   2022-08-24 2024-08-19
181. EXXON MOBIL CORPORATION   2024-02-12 2024-08-19
33. META PLATFORMS INC CLASS A COMMON STOCK   2015-01-28 2024-08-19
71. HOME DEPOT INC   2013-06-10 2024-08-19
63. J P MORGAN CHASE & CO COM   2022-01-20 2024-08-19
59. J P MORGAN CHASE & CO COM   2010-10-27 2024-08-19
94. JOHNSON & JOHNSON   2024-02-12 2024-08-19
33. JOHNSON & JOHNSON   2012-02-29 2024-08-19
193. ESTEE LAUDER COMPANIES CL A   2016-09-28 2024-08-19
9. MCDONALDS CORP   2020-04-17 2024-08-19
2. MCDONALDS CORP   2013-01-10 2024-08-19
37. MICROSOFT CORPORATION   2023-04-18 2024-08-19
69. MICROSOFT CORPORATION   2014-11-04 2024-08-19
172. MONDELEZ INTERNATIONAL INC   2024-02-12 2024-08-19
86. MONDELEZ INTERNATIONAL INC   2016-09-28 2024-08-19
161. MORGAN STANLEY DEAN WITTER DISCOVER & CO   2024-02-12 2024-08-19
26. MORGAN STANLEY DEAN WITTER DISCOVER & CO   2018-04-16 2024-08-19
127. NEXTERA ENERGY INC SHS   2021-05-11 2024-08-19
392. NIKE INC CL B   2014-11-04 2024-08-19
766. NVIDIA CORP COM   2019-06-25 2024-08-19
48. PALO ALTO NETWORKS INC COM   2022-08-24 2024-08-19
80. PEPSICO INCORPORATED   2024-02-12 2024-08-19
1244. PFIZER INC   2014-11-04 2024-08-19
29. PROCTER & GAMBLE CO COM   2012-09-12 2024-08-19
8. SALESFORCE.COM INC COMMON   2019-06-25 2024-08-19
95. TJX COMPANIES INCORPORATED NEW   2017-06-30 2024-08-19
19. TARGET CORP   2024-05-16 2024-08-19
6. THERMO ELECTRON CORP   2019-06-25 2024-08-19
229. UNITED PARCEL SERVICE CL B   2020-09-03 2024-08-19
27. UNITEDHEALTH GROUP INC   2024-02-12 2024-08-19
33. UNITEDHEALTH GROUP INC   2016-09-28 2024-08-19
7. VISA INC CL A SHRS   2013-10-25 2024-08-19
110. CHEVRONTEXACO CORP COM   2024-02-12 2024-11-07
40. CHEVRONTEXACO CORP COM   2018-08-30 2024-11-07
118. CHEVRONTEXACO CORP COM   2014-11-04 2024-11-07
111. CONOCOPHILLIPS COM   2024-02-12 2024-11-07
244. CONOCOPHILLIPS COM   2023-04-18 2024-11-07
188. EXXON MOBIL CORPORATION   2024-02-12 2024-11-07
340. EXXON MOBIL CORPORATION   2013-06-10 2024-11-07
174. J P MORGAN CHASE & CO COM   2010-10-27 2024-11-07
7. MORGAN STANLEY DEAN WITTER DISCOVER & CO   2018-04-16 2024-11-07
225. MORGAN STANLEY DEAN WITTER DISCOVER & CO   2016-03-07 2024-11-07
75. VISA INC CL A SHRS   2013-10-25 2024-11-07
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(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 21,624   3,661 17,963
b 69,518   16,776 52,742
c 21,970   20,679 1,291
d 2,052   751 1,301
e 116,115   6,082 110,033
79,794   43,195 36,599
9,278   4,725 4,553
19,394   15,955 3,439
281   228 53
15,837   8,215 7,622
18,590   10,530 8,060
32,535   42,780 -10,245
24,070   26,271 -2,201
11,517   11,126 391
4,796   1,810 2,986
3,702   3,899 -197
2,417   1,209 1,208
3,842   3,118 724
3,906   556 3,350
4,932   711 4,221
7,243   705 6,538
1,846   1,980 -134
14,092   12,538 1,554
2,831   2,954 -123
3,234   1,136 2,098
3,129   1,455 1,674
2,915   1,529 1,386
3,531   610 2,921
2,300   1,675 625
3,269   3,195 74
2,591   1,025 1,566
1,083   792 291
3,321   3,333 -12
4,341   762 3,579
1,010   1,169 -159
805   826 -21
6,239   5,782 457
5,014   773 4,241
3,873   862 3,011
3,215   870 2,345
1,690   1,656 34
7,457   5,700 1,757
2,327   2,524 -197
666   537 129
2,269   1,645 624
14,617   9,497 5,120
3,175   3,526 -351
4,768   4,263 505
2,372   2,439 -67
191   223 -32
2,101   1,033 1,068
16,210   445 15,765
4,064   2,457 1,607
2,827   2,894 -67
1,106   1,148 -42
2,517   1,026 1,491
1,822   1,593 229
2,645   1,643 1,002
2,335   2,412 -77
4,861   1,594 3,267
1,859   2,113 -254
2,227   1,178 1,049
952   1,104 -152
3,840   4,136 -296
4,666   860 3,806
3,896   1,743 2,153
2,102   1,053 1,049
24,405   8,016 16,389
12,342   12,254 88
1,122   555 567
8,231   3,962 4,269
26,578   21,602 4,976
9,723   1,465 8,258
18,079   2,769 15,310
22,937   2,332 20,605
6,841   6,599 242
62,489   52,024 10,465
11,464   383 11,081
8,489   8,861 -372
12,578   3,975 8,603
26,936   11,278 15,658
9,283   4,748 4,535
5,428   2,433 2,995
16,578   3,050 13,528
14,920   2,380 12,540
586   609 -23
23,815   8,787 15,028
7,826   5,327 2,499
2,687   2,666 21
8,700   1,525 7,175
182   234 -52
21,490   18,689 2,801
17,419   2,552 14,867
25,884   5,565 20,319
13,551   9,450 4,101
12,691   2,201 10,490
15,007   14,826 181
5,269   2,152 3,117
18,323   17,286 1,037
2,595   1,645 950
577   183 394
15,554   10,648 4,906
29,005   3,285 25,720
12,167   12,633 -466
6,084   3,713 2,371
16,370   14,006 2,364
2,644   1,392 1,252
10,062   9,386 676
32,768   18,411 14,357
98,902   2,912 95,990
16,421   9,073 7,348
13,895   13,618 277
35,855   35,710 145
4,888   1,984 2,904
2,107   1,195 912
10,653   3,443 7,210
2,763   3,088 -325
3,647   1,766 1,881
29,495   36,124 -6,629
15,651   13,958 1,693
19,129   4,658 14,471
1,861   354 1,507
17,292   16,734 558
6,288   4,804 1,484
18,549   13,599 4,950
12,459   12,331 128
27,388   25,769 1,619
22,743   19,412 3,331
41,131   30,935 10,196
41,210   6,491 34,719
903   375 528
29,026   5,895 23,131
22,915   3,794 19,121
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
      109,684
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       17,963
b       52,742
c       1,291
d       1,301
e       110,033
      36,599
      4,553
      3,439
      53
      7,622
      8,060
      -10,245
      -2,201
      391
      2,986
      -197
      1,208
      724
      3,350
      4,221
      6,538
      -134
      1,554
      -123
      2,098
      1,674
      1,386
      2,921
      625
      74
      1,566
      291
      -12
      3,579
      -159
      -21
      457
      4,241
      3,011
      2,345
      34
      1,757
      -197
      129
      624
      5,120
      -351
      505
      -67
      -32
      1,068
      15,765
      1,607
      -67
      -42
      1,491
      229
      1,002
      -77
      3,267
      -254
      1,049
      -152
      -296
      3,806
      2,153
      1,049
      16,389
      88
      567
      4,269
      4,976
      8,258
      15,310
      20,605
      242
      10,465
      11,081
      -372
      8,603
      15,658
      4,535
      2,995
      13,528
      12,540
      -23
      15,028
      2,499
      21
      7,175
      -52
      2,801
      14,867
      20,319
      4,101
      10,490
      181
      3,117
      1,037
      950
      394
      4,906
      25,720
      -466
      2,371
      2,364
      1,252
      676
      14,357
      95,990
      7,348
      277
      145
      2,904
      912
      7,210
      -325
      1,881
      -6,629
      1,693
      14,471
      1,507
      558
      1,484
      4,950
      128
      1,619
      3,331
      10,196
      34,719
      528
      23,131
      19,121
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 935,579
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 16,834
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 16,834
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 16,834
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 18,193
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 18,193
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,359
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow1,359 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowBANK OF AMERICA NA Telephone no.right arrow (888) 866-3275

Located atright arrowPO BOX 653067DALLASTX ZIP+4right arrow752653067
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
BANK OF AMERICA CO-TRUSTEE
1 		101,733    
225 FRANKLIN ST
BOSTON,MA02110
MICHAEL A FRADY CO-TRUSTEE
1 		2,000    
7 HOOT OWL LN
LITTLE COMPTON,RI028371245
CHRISTOPHER O'CONNOR CO-TRUSTEE
1 		2,000    
30 PIONEER RD
HINGHAM,MA020433660
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
14,123,019
b
Average of monthly cash balances.......................
1b
507,029
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
14,630,048
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
14,630,048
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
219,451
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
14,410,597
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
720,530
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
720,530
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
16,834
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
16,834
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
703,696
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
703,696
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
703,696
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
644,251
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
644,251
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 7 703,696
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 563,930
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 644,251
a Applied to 2023, but not more than line 2a 563,930
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..... 80,321
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		623,375
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
BANK OF AMERICA N A
PO BOX 653067
DALLAS,TX752653067
(888) 866-3275
bThe form in which applications should be submitted and information and materials they should include:
ONLINE ONLY www.bankofamerica.com/philanthropic/search-for-grants/
cAny submission deadlines:
www.bankofamerica.com/philanthropic/search-for-grants/
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
s://www.bankofamerica.com/philanthropic/grantmaking.go
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

SEE ATTACHED SCHEDULE

PO BOX 653067
DALLAS,TX752653067 		N/A PC UNRESTRICTED GENERAL 565,000
Total .................................right arrow 3a 565,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 343,713  
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 ............ 		    18 935,579  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aEXCISE TAX REFUND 		    1 19  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,279,311  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,279,311
(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:
HAROLD BROOKS FOUNDATION
EIN:
04-6043983
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE - BOA 1,250 750   500

TY 2024 GeneralExplanationAttachment
Name:
HAROLD BROOKS FOUNDATION
EIN:
04-6043983
Identifier Return Reference Explanation
FEDERAL FOOTNOTE PART VIII LIST OF OFFICERS AND DIRECTORS THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.

TY 2024 InvestmentsCorpBondsSchedule
Name:
HAROLD BROOKS FOUNDATION
EIN:
04-6043983
Name of Bond End of Year Book Value End of Year Fair Market Value
209111EB5 CONEDISON NY SER 03- 9,942 10,264
931142BF9 WAL MART STORES - 5,733 5,696
25156PAC7 USD DEUTSCHE TELEKOM 5,785 5,809

TY 2024 InvestmentsCorpStockSchedule
Name:
HAROLD BROOKS FOUNDATION
EIN:
04-6043983
Name of Stock End of Year Book Value End of Year Fair Market Value
921937835 VANGUARD TOTAL BOND 3,526,192 3,217,973
922908751 VANGUARD SMALL CAP 374,394 1,105,288
828806109 SIMON PROPERTY GROUP 24,785 30,137
166764100 CHEVRON CORP 44,025 55,329
438516106 HONEYWELL INTL INC D 31,964 112,041
023135106 AMAZON COM INC COM 19,545 237,161
20030N101 COMCAST CORP NEW CL 19,422 26,684
126650100 CVS HEALTH CORP    
713448108 PEPSICO INC 27,906 66,906
742718109 PROCTER & GAMBLE CO 28,672 70,245
478160104 JOHNSON AND JOHNSON 24,195 53,654
084670702 BERKSHIRE HATHAWAYIN 32,370 103,348
46625H100 JPMORGAN CHASE & CO 31,063 210,705
92826C839 VISA INC CL A SHRS 22,817 142,534
037833100 APPLE INC 31,931 457,517
17275R102 CISCO SYSTEMS INC 22,918 74,118
594918104 MICROSOFT CORP 43,230 382,722
30231G102 EXXON MOBIL CORP 75,610 107,247
009158106 AIR PRODUCTS&CHEM 67,650 113,986
437076102 HOME DEPOT INC 42,769 126,811
580135101 MCDONALDS CORP 23,087 73,342
872540109 TJX COS INC NEW 45,769 152,583
609207105 MONDELEZ INTERNATION 49,801 71,915
00287Y109 ABBVIE INC SHS 30,324 129,010
09247X101 BLACKROCK INC    
464287465 ISHARES MSCI EAFE 850,226 967,808
20825C104 CONOCOPHILLIPS 34,189 52,659
654106103 NIKE INC CL B 15,875 25,576
717081103 PFIZER INC    
97717X701 WISDOMTREE EUROPE HE 213,478 279,808
02079K107 ALPHABET INC SHS 15,529 117,121
02079K305 ALPHABET INC SHS 18,873 140,650
30303M102 META PLATFORMS INC C 37,227 172,725
518439104 LAUDER ESTEE COS INC    
91324P102 UNITEDHEALTH GROUP I 27,525 98,643
617446448 MORGAN STANLEY 28,820 138,292
22160K105 COSTCO WHOLESALE CRP 22,261 133,775
19763T806 COLUMBIA INCOME OPPS 167,171 138,470
00846U101 AGILENT TECHNOLOGIES 33,777 67,573
101137107 BOSTON SCIENTIFIC CO 71,089 124,601
67066G104 NVIDIA 10,823 382,324
075887109 BECTON DICKINSON CO 83,736 78,270
883556102 THERMO FISHER SCIENT 38,568 68,150
00724F101 ADOBE INC SHS 56,329 90,270
79466L302 SALESFORCE INC 47,947 107,320
025537101 AMN ELEC POWER CO 54,770 53,586
816851109 SEMPRA 68,775 86,404
773903109 ROCKWELL AUTOMATION 49,136 61,159
911312106 UNITED PARCEL SVC CL    
11135F101 BROADCOM INC 13,487 118,238
26614N102 DUPONT DE NEMOURS 28,876 26,764
149123101 CATERPILLAR INC DEL 57,626 83,072
452308109 ILLINOIS TOOL WORKS 72,274 76,829
65339F101 NEXTERA ENERGY INC S 60,055 64,234
G29183103 EATON CORP PLC 63,237 132,416
N07059210 ASML HLDG NV NY REG 39,361 51,288
697435105 PALO ALTO NETWORKS I 63,698 122,641
254687106 DISNEY (WALT) CO COM 36,823 35,075
74256W584 PRINCIPAL MIDCAP FUN 424,373 934,669
46434G103 ISHARES INC CORE MSC 531,502 574,420
47803W703 JOHN HANCOCK DISCIPL 689,483 720,239
27826A730 EATON VANCE FLOATING 149,680 139,976
75513E101 RTX CORP CORP 74,517 71,746
87612E106 TARGET CORP C 63,544 52,855
532457108 ELI LILLY & CO 78,213 65,620
09260D107 BLACKSTONE INC 56,230 72,244
09290D101 BLACKROCK INC REG SH 32,742 92,260
573874104 MARVELL TECH INC 56,592 89,685

TY 2024 InvestmentsGovtObligationsSch
Name:
HAROLD BROOKS FOUNDATION
EIN:
04-6043983
US Government Securities - End of Year Book Value:

150,242
US Government Securities - End of Year Fair Market Value:

152,056
State & Local Government Securities - End of Year Book Value:


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


 


TY 2024 OtherDecreasesSchedule
Name:
HAROLD BROOKS FOUNDATION
EIN:
04-6043983
Description Amount
INCOME ADJUSTMENT 201


TY 2024 OtherExpensesSchedule
Name:
HAROLD BROOKS FOUNDATION
EIN:
04-6043983
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING FEE 125 0   125


TY 2024 OtherIncomeSchedule2
Name:
HAROLD BROOKS FOUNDATION
EIN:
04-6043983
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
EXCISE TAX REFUND 19 0  


TY 2024 OtherProfessionalFeesSchedule
Name:
HAROLD BROOKS FOUNDATION
EIN:
04-6043983
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GRANTMAKING FEES - BOA 36,333     36,333


TY 2024 TaxesSchedule
Name:
HAROLD BROOKS FOUNDATION
EIN:
04-6043983
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 79 79   0
EXCISE TAX ESTIMATES 14,650 0   0
FOREIGN TAXES ON QUALIFIED FOR 2,809 2,809   0
FOREIGN TAXES ON NONQUALIFIED 967 967   0