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
JAMES M FITZGERALD SCHOLARSHIP TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)500 FIRST AVE P7-PFSC-03-Z
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15219
A Employer identification number

37-6050189
B Telephone number (see instructions)

(412) 467-1575
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$4,119,562J 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... 101,833 101,124  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 75,801
b Gross sales price for all assets on line 6a 433,827
7 Capital gain net income (from Part IV, line 2)... 75,801
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
2,380 2,380  
12 Total. Add lines 1 through 11........ 180,014 179,305  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 15,885 12,708   3,177
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).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
15,957 188   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
225 210   15
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 32,067 13,106 0 3,192
25 Contributions, gifts, grants paid....... 177,112 177,112
26 Total expenses and disbursements. Add lines 24 and 25 209,179 13,106 0 180,304
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -29,165
b Net investment income (if negative, enter -0-) 166,199
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......... 223,745 262,955 262,955
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,681,281 Click to see attachment
List of Attached Documents:
// Content
1,675,212 		2,705,777
c Investments—corporate bonds (attach schedule).......      
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).......... 1,325,208 Click to see attachment
List of Attached Documents:
// Content
1,262,099 		1,138,045
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
200 		Click to see attachment
List of Attached Documents:
// Content
200 		Click to see attachment
List of Attached Documents:
// Content
12,785
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,230,434 3,200,466 4,119,562
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........ 3,230,434 3,200,466
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)..... 3,230,434 3,200,466
30 Total liabilities and net assets/fund balances (see instructions). 3,230,434 3,200,466
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
3,230,434
2
Enter amount from Part I, line 27a .....................
2
-29,165
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
3,303
4
Add lines 1, 2, and 3 ..........................
4
3,204,572
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
4,106
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,200,466
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 1. BANK OF AMERICA XXX-XX-XXXX   2001-01-01 2024-03-20
b 14. SOLVENTUM CORP-W/I SEDOL BMTQB43   2023-06-20 2024-04-03
c 19. GE VERNOVA LLC   2023-06-20 2024-04-12
d 10. ALBEMARLE CORP   2023-06-20 2024-04-15
e 13. ALPHABET INC/CA-CL A   2012-05-17 2024-04-15
25. AMPHENOL CORP NEW CL A   2023-06-20 2024-04-15
26. APPLE INC   2011-08-26 2024-04-15
46. BAXTER INTERNATIONAL INC   2023-06-20 2024-04-15
24. DISCOVER FINANCIAL W/I   2023-06-21 2024-04-15
18. DOLLAR TREE INC   2023-06-20 2024-04-15
83. EVERSOURCE ENERGY   2023-06-21 2024-04-15
50. GLOBE LIFE INC   2023-06-20 2024-04-15
9. ILLUMINA INC   2023-06-20 2024-04-15
69. INTERPUBLIC GROUP COMPANIES INC   2023-06-21 2024-04-15
26. MARATHON PETROLEUM CORP   2023-06-20 2024-04-15
.5 SOLVENTUM CORP-W/I SEDOL BMTQB43   2023-06-20 2024-04-15
8. TRANSDIGM GROUP INC   2023-06-20 2024-04-15
186. WARNER BROS DISCOVERY INC - A   2023-06-21 2024-04-15
104. WESTROCK CO-WHEN ISSUED MERGED 07/08/24   2023-06-21 2024-04-15
.174 EXXON MOBIL CORP   2021-02-19 2024-05-10
1. ALIGN TECHNOLOGY INC   2023-06-20 2024-06-20
22. ALPHABET INC/CA-CL A   2012-05-17 2024-06-20
.529 AMAZON COM INC   2023-06-21 2024-06-20
12.471 AMAZON COM INC   2018-02-02 2024-06-20
22. AMERICAN ELECTRIC POWER INC   2023-06-21 2024-06-20
7. AMPHENOL CORP NEW CL A   2023-06-20 2024-06-20
81. APPLE INC   2011-08-26 2024-06-20
7. APPLIED MATERIALS INC   2023-06-20 2024-06-20
4. ARCHER DANIELS MIDLAND CO   2023-06-20 2024-06-20
2. ARISTA NETWORKS INC EXCH 12/03/24   2023-06-21 2024-06-20
2. AUTODESK INC   2023-06-20 2024-06-20
.09 BANK OF AMERICA CORP   2023-06-21 2024-06-20
1.91 BANK OF AMERICA CORP   2018-07-27 2024-06-20
1. BECTON DICKINSON & CO   2023-06-20 2024-06-20
1. BLACKROCK INC EXCH 10/02/2024   2020-08-07 2024-06-20
2. BLACKSTONE INC   2024-04-15 2024-06-20
1. BOSTON SCIENTIFIC CORP   2023-06-20 2024-06-20
3. BROADCOM INC   2019-02-08 2024-06-20
4. CBRE GROUP INC   2023-06-20 2024-06-20
1. CSX CORP   2023-06-20 2024-06-20
2. CADENCE DESIGN SYSTEMS INC   2023-03-14 2024-06-20
3. CARRIER GLOBAL CORP   2023-06-20 2024-06-20
1. CISCO SYSTEMS INC   2023-06-20 2024-06-20
15. CITIZENS FINANCIAL GROUP   2023-06-20 2024-06-20
5. COGNIZANT TECHNOLOGY SOLUTIONS   2023-06-20 2024-06-20
2. COLGATE-PALMOLIVE CO   2023-06-20 2024-06-20
3. CONSTELLATION ENERGY - W/I   2023-06-20 2024-06-20
9. COPART INC   2023-06-21 2024-06-20
5. CORTEVA INC-W/I   2023-06-20 2024-06-20
4. COSTAR GROUP INC   2023-06-21 2024-06-20
3. CROWN CASTLE INC   2023-06-20 2024-06-20
4. D R HORTON INC   2023-06-20 2024-06-20
5. DANAHER CORP   2023-06-20 2024-06-20
10. DELTA AIR LINES INC   2023-06-20 2024-06-20
6. DEVON ENERGY CORP NEW   2023-06-20 2024-06-20
4. DEXCOM INC   2023-06-20 2024-06-20
4. DIGITAL RLTY TR INC   2023-06-20 2024-06-20
1. DISNEY WALT CO   2023-06-20 2024-06-20
1. DOLLAR GENERAL CORP   2023-06-20 2024-06-20
1. DOW INC   2023-06-20 2024-06-20
5. DUPONT DE NEMOURS INC-WI   2023-06-21 2024-06-20
2. EVERGY INC   2024-04-15 2024-06-20
4. META PLATFORMS INC   2016-03-02 2024-06-20
2. FASTENAL CO   2023-06-21 2024-06-20
9. FIDELITY NATIONAL INFORMATION   2023-06-20 2024-06-20
14. FIFTH THIRD BANCORP   2023-06-20 2024-06-20
26. FORD MOTOR COMPANY   2023-06-20 2024-06-20
7. FORTINET INC   2020-05-12 2024-06-20
3. GE HEALTHCARE TECHNOLOG-W/I   2023-06-21 2024-06-20
16. GENERAL MOTORS CO   2023-06-20 2024-06-20
2. GLOBAL PAYMENTS INC-W/I   2023-06-20 2024-06-20
59. HEWLETT PACKARD ENTERPRISE CO   2023-06-21 2024-06-20
2. HILTON WORLDWIDE HLDGS - W/I   2023-06-20 2024-06-20
3. HOME DEPOT INC   2012-01-09 2024-06-20
1. HUMANA INC   2023-06-20 2024-06-20
3. INTEL CORP   2023-06-20 2024-06-20
1. INTERCONTINENTAL EXCHANGE INC   2023-06-20 2024-06-20
1. INTERNATIONAL BUSINESS MACHS CORP   2023-06-20 2024-06-20
2. IQVIA HOLDINGS INC   2023-06-20 2024-06-20
1. KLA CORP   2023-06-20 2024-06-20
3. KEYSIGHT TECHNOLOGIES IN-W/I   2023-06-21 2024-06-20
3. KIMBERLY-CLARK CORP   2023-06-20 2024-06-20
1. L3 HARRIS TECHNOLOGIES INC   2023-06-20 2024-06-20
1. LAM RESEARCH CORP EXCH 10/03/2024   2020-01-17 2024-06-20
1. LAUDER ESTEE COS INC CL A   2023-06-20 2024-06-20
3. LENNAR CORP CLASS A   2023-06-21 2024-06-20
2. ELI LILLY & CO   2020-10-08 2024-06-20
1. LOWES COMPANIES INC   2023-06-20 2024-06-20
4194.631 MFS EMERGING MKTS DEBT FD-R6   2021-03-15 2024-06-20
1. MSCI INC   2023-06-20 2024-06-20
1. MARTIN MARIETTA MATLS INC   2023-06-20 2024-06-20
1. MCKESSON CORPORATION   2023-06-20 2024-06-20
1. MERCK & CO INC   2023-06-20 2024-06-20
.094 MICROSOFT CORP   2023-06-21 2024-06-20
22.906 MICROSOFT CORP   2014-02-07 2024-06-20
6. MICROCHIP TECHNOLOGY INC   2023-06-20 2024-06-20
9. MICRON TECHNOLOGY INC   2023-06-20 2024-06-20
1. MODERNA INC   2023-06-20 2024-06-20
1. NETFLIX INC   2023-06-20 2024-06-20
1. NORFOLK SOUTHERN CORP   2023-06-20 2024-06-20
1. NORTHROP GRUMMAN CORPORATION   2023-06-20 2024-06-20
1. NUCOR CORP   2023-06-20 2024-06-20
118. NVIDIA CORP   2023-06-20 2024-06-20
1. OCCIDENTAL PETROLEUM CORP   2023-06-20 2024-06-20
1. OLD DOMINION FGHT LINES INC   2024-04-15 2024-06-20
11. ORACLE CORP   2023-06-20 2024-06-20
2. PPG INDUSTRIES INC   2023-06-21 2024-06-20
1. PACCAR INC   2023-06-21 2024-06-20
2. PALO ALTO NETWORKS INC   2023-06-21 2024-06-20
1. PROCTER & GAMBLE CO   2020-10-08 2024-06-20
2. PROLOGIS INC   2023-06-20 2024-06-20
1. PUBLIC STORAGE REITS   2023-06-20 2024-06-20
5. QUALCOMM   2023-06-20 2024-06-20
1. QUANTA SVCS INC   2024-04-15 2024-06-20
1. ROPER TECHNOLOGIES INC   2023-06-20 2024-06-20
4. ROSS STORES INC   2023-06-20 2024-06-20
1. S&P GLOBAL INC   2016-05-20 2024-06-20
4. SCHWAB CHARLES CORP NEW   2023-06-20 2024-06-20
1. SERVICE NOW INC   2023-06-02 2024-06-20
1. SHERWIN-WILLIAMS CO   2023-06-20 2024-06-20
1. SIMON PROPERTY GROUP INC   2023-06-20 2024-06-20
2. JM SMUCKER CO/THE-NEW COM WI   2023-06-21 2024-06-20
1. SYNOPSYS INC   2023-06-20 2024-06-20
4. SYSCO CORP   2023-06-20 2024-06-20
9. TESLA INC   2023-06-20 2024-06-20
2. TEXAS INSTRUMENTS INC   2023-06-20 2024-06-20
1. 3M COMPANY   2023-06-20 2024-06-20
1. TRACTOR SUPPLY CO   2023-06-21 2024-06-20
1. TRUIST FINANCIAL CORP   2023-06-20 2024-06-20
5. UBER TECHNOLOGIES INC   2024-04-15 2024-06-20
1. UNITED RENTALS INC   2023-06-20 2024-06-20
3. VALERO ENERGY CORP   2023-06-20 2024-06-20
4. WELLS FARGO & COMPANY   2023-06-20 2024-06-20
4. WELLTOWER INC   2023-06-21 2024-06-20
3. WILLIAMS COMPANIES INC   2023-06-20 2024-06-20
23. XCEL ENERGY INC   2023-06-21 2024-06-20
9. AMCOR PLC SEDOL BJ1F307   2024-04-15 2024-06-20
1. EATON CORP PLC SEDOL B8KQN82   2023-06-20 2024-06-20
7. JOHNSON CTLS INTL PLC SEDOL BY7QL61   2023-06-20 2024-06-20
2. TRANE TECHNOLOGIES PLC SEDOL BK9ZQ96   2023-06-20 2024-06-20
2. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7   2023-06-20 2024-06-20
3. ROYAL CARIBBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2023-06-21 2024-06-20
8. ALIGN TECHNOLOGY INC   2023-06-20 2024-06-21
28. CBRE GROUP INC   2023-06-20 2024-06-21
41. CAMDEN PROPERTY REIT   2023-06-21 2024-06-21
20.295 DEVON ENERGY CORP NEW   2023-06-21 2024-06-21
39.705 DEVON ENERGY CORP NEW   2023-06-20 2024-06-21
99. FOX CORP- CLASS B   2024-04-15 2024-06-21
26. GLOBAL PAYMENTS INC-W/I   2023-06-20 2024-06-21
8. MARTIN MARIETTA MATLS INC   2023-06-20 2024-06-21
21. PPG INDUSTRIES INC   2023-06-21 2024-06-21
21. JM SMUCKER CO/THE-NEW COM WI   2023-06-21 2024-06-21
19. TRACTOR SUPPLY CO   2023-06-21 2024-06-21
410. AMCOR PLC SEDOL BJ1F307   2024-04-15 2024-06-21
100. ABBOTT LABORATORIES INC   2023-06-20 2024-09-16
96. ABBVIE INC   2023-06-20 2024-09-16
5. ADVANCED MICRO DEVICES INC   2023-06-20 2024-09-16
44. ALLIANT ENERGY CORP   2023-06-20 2024-09-16
6. AMERICAN INTERNATIONAL GROUP,INC   2023-06-20 2024-09-16
21. AMPHENOL CORP NEW CL A   2023-06-20 2024-09-16
5. BANK OF AMERICA CORP   2022-06-02 2024-09-16
16. CMS ENERGY CORP   2023-06-20 2024-09-16
5. CADENCE DESIGN SYSTEMS INC   2023-04-13 2024-09-16
11. CAPITAL ONE FINANCIAL CORP   2023-06-20 2024-09-16
75. CITIZENS FINANCIAL GROUP   2023-06-20 2024-09-16
11. COGNIZANT TECHNOLOGY SOLUTIONS   2024-06-21 2024-09-16
9. CUMMINS INC   2023-06-21 2024-09-16
7. D R HORTON INC   2023-06-20 2024-09-16
31. DELTA AIR LINES INC   2023-06-20 2024-09-16
7. ECOLAB INC   2023-06-20 2024-09-16
9. EQUIFAX INC   2023-06-21 2024-09-16
20. EVERGY INC   2024-04-15 2024-09-16
6. EXTRA SPACE STORAGE INC   2024-06-21 2024-09-16
10. EXXON MOBIL CORP   2024-04-15 2024-09-16
5. FASTENAL CO   2023-06-21 2024-09-16
15. FIDELITY NATIONAL INFORMATION   2023-06-20 2024-09-16
47. FIFTH THIRD BANCORP   2023-06-20 2024-09-16
13. FREEPORT-MCMORAN INC   2023-06-20 2024-09-16
10. GE AEROSPACE   2023-06-20 2024-09-16
11. GENERAL MILLS INC   2023-06-20 2024-09-16
11. GENERAL MOTORS CO   2023-06-20 2024-09-16
15. HCA HEALTHCARE INC   2023-06-20 2024-09-16
26. HALLIBURTON CO   2024-06-21 2024-09-16
16. HALLIBURTON CO   2023-06-21 2024-09-16
188. HEALTHPEAK PROPERTIES INC   2023-06-20 2024-09-16
48. HEWLETT PACKARD ENTERPRISE CO   2023-06-21 2024-09-16
5. HILTON WORLDWIDE HLDGS - W/I   2023-06-20 2024-09-16
144. JOHNSON & JOHNSON   2023-06-20 2024-09-16
5. KEYSIGHT TECHNOLOGIES IN-W/I   2023-06-21 2024-09-16
5. KIMBERLY-CLARK CORP   2023-06-21 2024-09-16
50. KIMCO REALTY CORP REIT   2023-06-20 2024-09-16
19. LKQ CORP   2023-06-21 2024-09-16
5. MARRIOTT INTERNATIONAL INC CL A   2023-06-20 2024-09-16
9. MICROCHIP TECHNOLOGY INC   2023-06-20 2024-09-16
8. MONSTER BEVERAGE CORPORATION   2023-06-21 2024-09-16
6. NETFLIX INC   2023-06-20 2024-09-16
8. NEWMONT CORP   2023-06-20 2024-09-16
5. NIKE INC CLASS B   2023-06-20 2024-09-16
5. NUCOR CORP   2023-06-20 2024-09-16
12. OCCIDENTAL PETROLEUM CORP   2024-06-21 2024-09-16
10. OLD DOMINION FGHT LINES INC   2024-04-15 2024-09-16
14. ON SEMICONDUCTOR CORPORATION   2023-06-21 2024-09-16
8. PACKGING CORP PKG   2024-06-21 2024-09-16
7. PARKER HANNIFIN CORP   2023-06-20 2024-09-16
10. PAYPAL HOLDINGS INC-W/I   2023-06-20 2024-09-16
334. PFIZER INC   2023-06-20 2024-09-16
11. PRUDENTIAL FINANCIAL, INC.   2023-06-20 2024-09-16
12. QUANTA SVCS INC   2024-04-15 2024-09-16
5. SYSCO CORP   2023-06-20 2024-09-16
20. 3M COMPANY   2023-06-20 2024-09-16
12. TRUIST FINANCIAL CORP   2023-06-20 2024-09-16
29. UDR INC   2023-06-20 2024-09-16
5. UNITED RENTALS INC   2023-06-20 2024-09-16
47. UNITEDHEALTH GROUP INC   2023-06-20 2024-09-16
5. VERISK ANALYTICS INC   2023-06-21 2024-09-16
5. VISTRA CORP   2024-06-21 2024-09-16
11. WELLS FARGO & COMPANY   2023-06-20 2024-09-16
15. XCEL ENERGY INC   2023-06-21 2024-09-16
5. EATON CORP PLC SEDOL B8KQN82   2023-06-20 2024-09-16
5. NEW LINDE PLC SEDOL BNZHB81   2023-06-20 2024-09-16
12. APTIV PLC-WHEN ISSUED EXCH 12/17/24   2023-06-20 2024-09-16
5. TE CONNECTIVITY LTD MERGED 09/30/24   2023-06-20 2024-09-16
5. ROYAL CARIBBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868   2023-06-21 2024-09-16
50. SUPER MICRO COMPUTER INC   2024-09-16 2024-11-14
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 32     32
b 910   910  
c 2,615   1,639 976
d 1,233   2,323 -1,090
e 2,059   492 1,567
2,862   2,027 835
4,548   1,082 3,466
1,865   2,088 -223
2,923   2,780 143
2,273   2,461 -188
4,819   5,891 -1,072
2,860   5,339 -2,479
1,120   1,817 -697
2,122   2,742 -620
5,401   2,893 2,508
31   32 -1
9,898   6,528 3,370
1,566   2,273 -707
5,041   2,958 2,083
21   9 12
239   332 -93
3,861   833 3,028
97   66 31
2,288   1,070 1,218
1,947   1,868 79
487   284 203
17,170   3,371 13,799
1,685   969 716
243   298 -55
679   302 377
488   423 65
4   3 1
77   56 21
237   259 -22
782   611 171
247   245 2
77   54 23
5,266   842 4,424
359   308 51
33   33  
646   417 229
196   142 54
46   52 -6
522   408 114
339   324 15
195   156 39
660   278 382
488   397 91
262   283 -21
293   346 -53
288   331 -43
560   473 87
1,249   1,046 203
495   425 70
277   289 -12
466   518 -52
600   421 179
101   90 11
127   165 -38
55   52 3
404   342 62
107   101 6
2,001   761 1,240
130   115 15
688   492 196
505   372 133
305   368 -63
408   199 209
239   238 1
762   597 165
187   204 -17
1,288   1,007 281
434   279 155
1,063   600 463
354   445 -91
93   105 -12
136   112 24
173   137 36
425   431 -6
841   465 376
409   484 -75
426   412 14
224   196 28
1,066   302 764
111   200 -89
446   365 81
1,790   333 1,457
228   216 12
50,000   61,913 -11,913
483   474 9
544   429 115
603   412 191
129   111 18
42   31 11
10,126   2,484 7,642
548   507 41
1,337   601 736
135   125 10
678   435 243
224   222 2
431   457 -26
157   150 7
16,126   5,138 10,988
62   57 5
175   224 -49
1,582   1,349 233
260   286 -26
108   79 29
623   478 145
169   143 26
220   241 -21
290   285 5
1,088   600 488
279   256 23
563   457 106
594   431 163
436   115 321
290   216 74
732   550 182
301   249 52
147   111 36
223   304 -81
615   437 178
294   291 3
1,634   2,350 -716
386   349 37
102   86 16
287   218 69
36   31 5
350   379 -29
642   408 234
453   334 119
236   167 69
414   313 101
127   90 37
1,231   1,444 -213
89   81 8
327   193 134
484   459 25
674   373 301
532   392 140
451   288 163
1,942   2,655 -713
2,538   2,156 382
4,476   4,563 -87
930   995 -65
1,819   1,899 -80
3,152   2,783 369
2,439   2,653 -214
4,303   3,428 875
2,678   2,998 -320
2,297   3,193 -896
5,403   4,150 1,253
4,054   3,705 349
11,682   10,759 923
18,773   13,318 5,455
761   592 169
2,638   2,351 287
439   338 101
1,327   851 476
196   182 14
1,125   954 171
1,353   1,143 210
1,540   1,204 336
3,045   2,041 1,004
851   747 104
2,727   2,089 638
1,360   827 533
1,413   1,318 95
1,769   1,265 504
2,767   2,051 716
1,231   1,014 217
1,061   948 113
1,127   1,206 -79
352   287 65
1,261   825 436
1,981   1,248 733
562   511 51
1,788   825 963
824   889 -65
519   411 108
5,960   4,300 1,660
738   865 -127
454   515 -61
4,258   3,767 491
821   819 2
1,102   697 405
23,975   23,767 208
750   806 -56
721   690 31
1,200   962 238
781   1,042 -261
1,171   872 299
694   760 -66
408   470 -62
4,175   2,609 1,566
427   345 82
398   550 -152
722   749 -27
620   746 -126
1,937   2,237 -300
996   1,237 -241
1,689   1,474 215
4,174   2,600 1,574
707   690 17
9,897   13,257 -3,360
1,292   934 358
3,234   3,076 158
387   364 23
2,691   1,727 964
507   377 130
1,366   1,248 118
3,675   2,038 1,637
28,090   22,086 6,004
1,357   1,129 228
431   431  
588   460 128
968   942 26
1,524   967 557
2,363   1,845 518
828   1,196 -368
729   675 54
858   481 377
890   2,247 -1,357
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
      129
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       32
b        
c       976
d       -1,090
e       1,567
      835
      3,466
      -223
      143
      -188
      -1,072
      -2,479
      -697
      -620
      2,508
      -1
      3,370
      -707
      2,083
      12
      -93
      3,028
      31
      1,218
      79
      203
      13,799
      716
      -55
      377
      65
      1
      21
      -22
      171
      2
      23
      4,424
      51
       
      229
      54
      -6
      114
      15
      39
      382
      91
      -21
      -53
      -43
      87
      203
      70
      -12
      -52
      179
      11
      -38
      3
      62
      6
      1,240
      15
      196
      133
      -63
      209
      1
      165
      -17
      281
      155
      463
      -91
      -12
      24
      36
      -6
      376
      -75
      14
      28
      764
      -89
      81
      1,457
      12
      -11,913
      9
      115
      191
      18
      11
      7,642
      41
      736
      10
      243
      2
      -26
      7
      10,988
      5
      -49
      233
      -26
      29
      145
      26
      -21
      5
      488
      23
      106
      163
      321
      74
      182
      52
      36
      -81
      178
      3
      -716
      37
      16
      69
      5
      -29
      234
      119
      69
      101
      37
      -213
      8
      134
      25
      301
      140
      163
      -713
      382
      -87
      -65
      -80
      369
      -214
      875
      -320
      -896
      1,253
      349
      923
      5,455
      169
      287
      101
      476
      14
      171
      210
      336
      1,004
      104
      638
      533
      95
      504
      716
      217
      113
      -79
      65
      436
      733
      51
      963
      -65
      108
      1,660
      -127
      -61
      491
      2
      405
      208
      -56
      31
      238
      -261
      299
      -66
      -62
      1,566
      82
      -152
      -27
      -126
      -300
      -241
      215
      1,574
      17
      -3,360
      358
      158
      23
      964
      130
      118
      1,637
      6,004
      228
       
      128
      26
      557
      518
      -368
      54
      377
      -1,357
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 75,801
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 2,310
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 2,310
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 2,310
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 8,699
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 8,699
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 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 6,389
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow1,156 Refundedright arrow 11 5,233
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 arrowIL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowPNC BANK NA Telephone no.right arrow (412) 467-1575

Located atright arrow500 FIRST AVE P7-PFSC-03-ZPITTSBURGHPA ZIP+4right arrow15219
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
PNC BANK NA CO-TRUSTEE
3 		15,885    
500 FIRST AVE P7-PFSC-03-Z
PITTSBURGH,PA15219
REV JEFFREY G LAIBLE CO-TRUSTEE
0 		0    
8404 CONDUIT STREET
MONTGOMERY,AL361160000
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
3,973,983
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,973,983
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
3,973,983
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
59,610
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,914,373
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
195,719
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
195,719
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2,310
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,310
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
193,409
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
193,409
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
193,409
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
180,304
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
180,304
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 7 193,409
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 65,178
c From 2021...... 0
d From 2022...... 25,026
e From 2023...... 31,839
f Total of lines 3a through e ........ 122,043
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 180,304
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..... 180,304
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 13,105 13,105
(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 5 108,938
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		108,938
10 Analysis of line 9:
a Excess from 2020.... 52,073
b Excess from 2021.... 0
c Excess from 2022.... 25,026
d Excess from 2023.... 31,839
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

PEORIA NOTRE DAME HIGH SCHOOL

5105 N SHERIDAN RD
PEORIA,IL616144899 		NONE PC GENERAL OPERATING 130,500

CATHOLIC DIOCESE OF PEORIA

419 NE MADISON AVENUE
PEORIA,IL616033719 		NONE PC GENERAL OPERATING 46,612
Total .................................right arrow 3a 177,112
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 101,833  
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 75,801  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aSC 897 CAPITAL GAI 		    14 65  
bROYALTY INCOME     14 2,315  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   180,014  
13Total. Add line 12, columns (b), (d), and (e)..................
13
180,014
(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 InvestmentsCorpStockSchedule
Name:
JAMES M FITZGERALD SCHOLARSHIP TRUST
EIN:
37-6050189
Name of Stock End of Year Book Value End of Year Fair Market Value
172908105 CINTAS CORP    
437076102 HOME DEPOT INC 10,790 21,005
460690100 INTERPUBLIC GROUP CO    
512807108 LAM RESEARCH CORP    
532457108 ELI LILLY & CO 6,495 30,108
594918104 MICROSOFT CORP 46,237 171,972
617446448 MORGAN STANLEY 4,535 10,183
620076307 MOTOROLA SOLUTIONS I 2,888 7,858
742718109 PROCTER & GAMBLE CO 18,412 21,627
863667101 STRYKER CORP 5,746 9,001
874039100 TAIWAN SEMICONDUCTOR    
879360105 TELEDYNE TECHNOLOGIE    
74762E102 QUANTA SVCS INC 3,076 3,793
87612E106 TARGET CORP 4,248 4,326
34959E109 FORTINET INC 1,053 3,496
02079K305 ALPHABET INC/CA-CL A 22,744 113,769
09247X101 BLACKROCK INC    
11135F101 BROADCOM INC 10,493 55,178
12514G108 CDW CORP/DE 1,105 870
20030N101 COMCAST CORPORATION 9,028 9,232
22160K105 COSTCO WHOLESALE COR 7,077 23,823
23331A109 D R HORTON INC 2,837 3,356
30303M102 META PLATFORMS INC 23,395 72,018
46625H100 JPMORGAN CHASE & CO 9,395 39,552
64110L106 NETFLIX INC 10,438 21,392
78409V104 S&P GLOBAL INC 2,772 11,953
89832Q109 TRUIST FINANCIAL COR 3,083 4,251
92826C839 VISA INC CLASS A SHA 9,019 28,128
92939U106 WEC ENERGY GROUP INC    
G1151C101 ACCENTURE PLC CLASS 6,021 11,609
023135106 AMAZON COM INC 44,670 110,134
030420103 AMERICAN WATER WORKS 1,495 1,245
037833100 APPLE INC 41,314 197,581
053332102 AUTOZONE INC    
05352A100 AVANTOR INC    
053611109 AVERY DENNISON CORP    
060505104 BANK OF AMERICA CORP 11,998 17,976
08579W103 BERRY GLOBAL GROUP I    
09260D107 BLACKSTONE INC 5,784 8,104
149123101 CATERPILLAR INC 7,716 11,608
228368106 CROWN HOLDINGS INC    
244199105 DEERE & CO 4,855 6,779
260003108 DOVER CORP    
291011104 EMERSON ELECTRIC CO 3,474 4,957
30231G102 EXXON MOBIL CORP 16,718 28,829
38141G104 GOLDMAN SACHS GROUP 7,940 13,743
57636Q104 MASTERCARD INC CL A 16,021 25,802
701094104 PARKER HANNIFIN CORP 3,343 5,724
806857108 SCHLUMBERGER LTD SED 2,987 3,527
907818108 UNION PACIFIC CORP 8,839 9,578
98978V103 ZOETIS INC 7,768 6,028
G16962105 BUNGE LIMITED    
G1890L107 CAPRI HLDGS LTD SEDO    
009158106 AIR PRODUCTS & CHEMI 4,046 4,641
126650100 CVS HEALTH CORPORATI 9,072 4,175
166764100 CHEVRON CORPORATION 13,103 12,167
191216100 COCA COLA CO 14,996 14,756
35137L105 FOX CORP - CLASS A -    
580135101 MCDONALD'S CORP 11,274 11,885
94106L109 WASTE MANAGEMENT INC 5,483 6,457
00206R102 AT&T INC 6,913 9,859
002824100 ABBOTT LABORATORIES    
00287Y109 ABBVIE INC    
00724F101 ADOBE INC 11,626 10,672
007903107 ADVANCED MICRO DEVIC 10,412 10,630
00846U101 AGILENT TECHNOLOGIES 3,919 4,433
012653101 ALBEMARLE CORP 443 430
016255101 ALIGN TECHNOLOGY INC 1,241 1,043
018802108 ALLIANT ENERGY CORP 4,584 5,145
023608102 AMEREN CORP 5,158 5,527
025537101 AMERICAN ELECTRIC PO 5,094 5,534
025816109 AMERICAN EXPRESS CO 6,782 11,872
026874784 AMERICAN INTERNATION 3,722 4,805
03027X100 AMERICAN TOWER CORP 4,782 4,585
031162100 AMGEN INC 7,835 8,862
032095101 AMPHENOL CORP NEW CL 3,567 6,112
032654105 ANALOG DEVICES INC 6,027 6,799
036752103 ELEVANCE HEALTH INC 7,030 5,902
038222105 APPLIED MATERIALS IN 7,058 8,294
039483102 ARCHER DANIELS MIDLA 3,280 2,223
040413106 ARISTA NETWORKS INC    
052769106 AUTODESK INC 3,385 4,729
053015103 AUTOMATIC DATA PROCE 5,536 7,318
071813109 BAXTER INTERNATIONAL 1,797 1,312
075887109 BECTON DICKINSON & C 4,403 3,857
084670702 BERKSHIRE HATHAWAY I 33,211 44,421
097023105 BOEING CO 7,008 5,841
101137107 BOSTON SCIENTIFIC CO 5,261 8,664
110122108 BRISTOL MYERS SQUIBB 8,086 6,900
12504L109 CBRE GROUP INC 1,792 1,969
125523100 THE CIGNA GROUP 6,527 6,627
12572Q105 CME GROUP INC A DERI 4,588 5,806
125896100 CMS ENERGY CORP 6,619 7,398
126408103 CSX CORP 5,512 5,389
127387108 CADENCE DESIGN SYSTE 3,654 5,408
133131102 CAMDEN PROPERTY REIT    
14040H105 CAPITAL ONE FINANCIA 3,174 5,171
14448C104 CARRIER GLOBAL CORP 3,076 4,437
15135B101 CENTENE CORP 3,248 2,968
16119P108 CHARTER COMMUNICATIO 3,001 3,085
17275R102 CISCO SYSTEMS INC 12,106 13,853
172967424 CITIGROUP INC 5,858 8,658
174610105 CITIZENS FINANCIAL G 1,170 1,882
192446102 COGNIZANT TECHNOLOGY 3,675 4,306
194162103 COLGATE-PALMOLIVE CO 6,309 7,364
20825C104 CONOCOPHILLIPS 7,326 7,140
21037T109 CONSTELLATION ENERGY 2,088 3,803
217204106 COPART INC 3,445 4,476
22052L104 CORTEVA INC-W/I 2,827 2,848
22160N109 COSTAR GROUP INC 3,637 3,007
22822V101 CROWN CASTLE INC 3,689 2,995
231021106 CUMMINS INC 2,553 3,835
235851102 DANAHER CORP 8,578 9,412
247361702 DELTA AIR LINES INC 2,296 3,267
25179M103 DEVON ENERGY CORP NE 200 164
252131107 DEXCOM INC 4,146 2,489
253868103 DIGITAL RLTY TR INC 2,525 4,256
254687106 DISNEY WALT CO 10,173 12,583
254709108 DISCOVER FINANCIAL W 1,969 2,945
256677105 DOLLAR GENERAL CORP 2,802 1,289
256746108 DOLLAR TREE INC 640 674
260557103 DOW INC 3,892 3,010
26614N102 DUPONT DE NEMOURS IN 2,803 3,126
26875P101 EOG RES INC 4,399 4,903
278865100 ECOLAB INC 3,253 4,218
28176E108 EDWARDS LIFESCIENCES 4,684 3,776
294429105 EQUIFAX INC 2,507 2,803
29444U700 EQUINIX INC 6,239 7,543
30040W108 EVERSOURCE ENERGY 753 632
311900104 FASTENAL CO 3,162 3,955
31428X106 FEDEX CORPORATION 3,706 4,501
31620M106 FIDELITY NATIONAL IN 2,346 3,473
316773100 FIFTH THIRD BANCORP 1,647 2,621
337738108 FISERV INC 5,166 8,833
345370860 FORD MOTOR COMPANY 3,810 2,663
35671D857 FREEPORT-MCMORAN INC 3,260 3,161
36266G107 GE HEALTHCARE TECHNO 1,588 1,564
369604301 GE AEROSPACE 5,448 11,008
370334104 GENERAL MILLS INC 5,203 4,400
37045V100 GENERAL MOTORS CO 2,687 3,835
375558103 GILEAD SCIENCES INC 9,465 10,900
37940X102 GLOBAL PAYMENTS INC- 997 1,009
37959E102 GLOBE LIFE INC 524 558
40412C101 HCA HEALTHCARE INC    
406216101 HALLIBURTON CO 2,802 2,366
42250P103 HEALTHPEAK PROPERTIE    
427866108 THE HERSHEY COMPANY 4,152 2,710
42809H107 HESS CORPORATION 3,032 3,059
42824C109 HEWLETT PACKARD ENTE 1,741 2,178
43300A203 HILTON WORLDWIDE HLD 3,486 6,179
438516106 HONEYWELL INTL INC 9,824 11,069
444859102 HUMANA INC 3,559 2,030
45168D104 IDEXX LABS INC 3,859 3,308
452308109 ILLINOIS TOOL WORKS 5,864 6,085
452327109 ILLUMINA INC    
458140100 INTEL CORP 8,604 4,912
45866F104 INTERCONTINENTAL EXC 4,491 5,960
459200101 INTERNATIONAL BUSINE 6,832 10,992
461202103 INTUIT SOFTWARE 7,302 10,056
46120E602 INTUITIVE SURGICAL I 8,235 13,049
46266C105 IQVIA HOLDINGS INC 3,659 3,341
478160104 JOHNSON & JOHNSON    
482480100 KLA CORP 3,253 4,411
49338L103 KEYSIGHT TECHNOLOGIE 2,418 2,409
494368103 KIMBERLY-CLARK CORP 6,179 5,897
49446R109 KIMCO REALTY CORP RE 2,692 3,280
501889208 LKQ CORP 3,531 2,536
502431109 L3 HARRIS TECHNOLOGI 3,332 3,575
518439104 LAUDER ESTEE COS INC 3,391 1,275
526057104 LENNAR CORP CLASS A 2,431 2,727
539830109 LOCKHEED MARTIN CORP 7,828 8,261
540424108 LOEWS CORPORATION 4,858 7,029
548661107 LOWES COMPANIES INC 8,419 9,625
55354G100 MSCI INC 3,790 4,800
56585A102 MARATHON PETROLEUM C 1,669 2,093
571748102 MARSH & MCLENNAN COM 7,268 8,496
571903202 MARRIOTT INTERNATION 3,487 5,579
573284106 MARTIN MARIETTA MATL    
58155Q103 MCKESSON CORPORATION 5,918 7,409
58933Y105 MERCK & CO INC 15,363 13,828
59156R108 METLIFE INC. 3,381 5,077
595017104 MICROCHIP TECHNOLOGY 3,464 2,351
595112103 MICRON TECHNOLOGY IN 3,808 4,797
60770K107 MODERNA INC 3,261 1,081
609207105 MONDELEZ INTERNATION 7,735 6,272
61174X109 MONSTER BEVERAGE COR 4,756 4,257
615369105 MOODY'S CORP 2,723 3,787
651639106 NEWMONT CORP 2,967 2,568
65339F101 NEXTERA ENERGY INC 8,935 8,531
654106103 NIKE INC CLASS B 8,366 5,751
65473P105 NISOURCE INC 4,772 6,359
655844108 NORFOLK SOUTHERN COR 3,766 3,990
666807102 NORTHROP GRUMMAN COR 3,653 3,754
670346105 NUCOR CORP 1,948 1,517
67066G104 NVIDIA CORP 62,071 181,426
67103H107 O REILLY AUTOMOTIVE 6,462 8,301
674599105 OCCIDENTAL PETROLEUM 4,067 3,459
682189105 ON SEMICONDUCTOR COR 2,168 1,828
68389X105 ORACLE CORP 11,018 14,664
693506107 PPG INDUSTRIES INC    
693718108 PACCAR INC 3,145 4,161
697435105 PALO ALTO NETWORKS I 4,304 6,551
70450Y103 PAYPAL HOLDINGS INC- 4,417 5,462
713448108 PEPSICO INC 16,409 13,381
717081103 PFIZER INC    
718546104 PHILLIPS 66 2,917 3,532
723787107 PIONEER NAT RES CO    
743315103 PROGRESSIVE CORP OHI 5,176 9,584
74340W103 PROLOGIS INC 5,551 4,862
744320102 PRUDENTIAL FINANCIAL 3,226 4,504
74460D109 PUBLIC STORAGE REITS 2,561 2,695
747525103 QUALCOMM 7,436 9,524
75513E101 RTX CORPORATION 8,627 10,183
75886F107 REGENERON PHARMACEUT 6,293 5,699
776696106 ROPER TECHNOLOGIES I 3,657 4,159
778296103 ROSS STORES INC 3,236 4,538
79466L302 SALESFORCE INC 12,747 19,725
808513105 SCHWAB CHARLES CORP 4,870 6,661
81762P102 SERVICE NOW INC 8,244 15,902
824348106 SHERWIN-WILLIAMS CO 3,733 5,099
828806109 SIMON PROPERTY GROUP 3,565 5,511
832696405 JM SMUCKER CO/THE-NE 610 551
855244109 STARBUCKS CORP 7,418 6,661
871607107 SYNOPSYS INC 3,498 3,883
871829107 SYSCO CORP 4,069 4,282
872540109 TJX COMPANIES INC NE 6,655 9,906
872590104 T-MOBILE US INC 4,343 7,284
88160R101 TESLA INC 39,781 61,788
882508104 TEXAS INSTRUMENTS IN 8,388 9,000
883556102 THERMO FISHER SCIENT 12,740 12,486
88579Y101 3M COMPANY 3,195 4,776
892356106 TRACTOR SUPPLY CO 1,435 1,327
893641100 TRANSDIGM GROUP INC 6,914 6,336
902653104 UDR INC 3,098 3,126
902973304 US BANCORP DEL COM N 3,759 5,357
911312106 UNITED PARCEL SERVIC 7,490 5,296
911363109 UNITED RENTALS INC 815 1,409
91324P102 UNITEDHEALTH GROUP I    
91913Y100 VALERO ENERGY CORP 2,675 2,942
92343V104 VERIZON COMMUNICATIO 8,924 9,878
92345Y106 VERISK ANALYTICS INC 3,388 4,131
92532F100 VERTEX PHARMACEUTICA 5,519 6,443
931142103 WALMART INC 12,157 20,871
934423104 WARNER BROS DISCOVER 989 1,226
949746101 WELLS FARGO & COMPAN 8,860 14,891
95040Q104 WELLTOWER INC 3,296 5,293
96145D105 WESTROCK CO-WHEN ISS    
969457100 WILLIAMS COMPANIES I 3,260 5,791
98389B100 XCEL ENERGY INC 4,145 4,456
G0403H108 AON PLC/IRELAND-A SE 4,953 5,387
G29183103 EATON CORP PLC SEDOL 5,028 8,629
G51502105 JOHNSON CTLS INTL PL 3,277 3,947
G54950103 NEW LINDE PLC SEDOL 9,593 10,885
G5960L103 MEDTRONIC PLC SEDOL 8,044 7,189
G6095L109 APTIV PLC-WHEN ISSUE    
G8994E103 TRANE TECHNOLOGIES P 2,052 4,063
H1467J104 CHUBB LTD SEDOL B3BQ 6,791 9,394
H84989104 TE CONNECTIVITY LTD    
N6596X109 NXP SEMICONDUCTORS I 2,941 3,118
V7780T103 ROYAL CARIBBEAN CRUI 1,442 3,460
001055102 AFLAC INC 1,748 1,655
00130H105 AES CORP 303 206
009066101 AIRBNB INC-CLASS A 4,035 3,285
020002101 ALLSTATE CORP 2,270 2,313
03073E105 CENCORA INC 4,381 4,044
03076C106 AMERIPRISE FINANCIAL 2,220 2,662
031100100 AMETEK INC NEW 1,183 1,262
03662Q105 ANSYS INC 1,598 1,687
040413205 ARISTA NETWORKS INC 2,721 7,958
053484101 AVALONBAY COMMUNITIE 1,170 1,100
05464C101 AXON ENTERPRISE INC 1,914 2,972
058498106 BALL CORPORATION 334 276
064058100 BANK NEW YORK MELLON 1,808 1,998
070830104 L BRANDS INC - W/I 199 271
084423102 WR BERKLEY CORP 530 527
086516101 BEST BUY CO INC 784 686
09290D101 BLACKROCK FUNDING IN 4,891 8,201
101121101 BXP INC REIT 401 372
11133T103 BROADRIDGE FINANCIAL 1,282 1,357
115236101 BROWN & BROWN INC 521 510
12008R107 BUILDERS FIRSTSOURCE 940 715
12503M108 CBOE GLOBAL MARKETS 1,270 1,172
125269100 CF INDUSTRIES HOLDIN 400 427
12541W209 C.H.ROBINSON WORLDWI 503 517
134429109 THE CAMPBELL'S COMPA 469 377
14149Y108 CARDINAL HEALTH INC 3,085 3,193
143658300 CARNIVAL CORP SEDOL 701 997
15189T107 CENTERPOINT ENERGY I 197 222
15677J108 DAYFORCE INC. 481 581
169656105 CHIPOTLE MEXICAN GRI 4,177 4,402
172062101 CINCINNATI FINANCIAL 684 719
189054109 CLOROX CO 835 812
205887102 CONAGRA BRANDS INC 622 527
209115104 CONSOLIDATED EDISON 737 625
22788C105 CROWDSTRIKE HOLDINGS 3,179 4,106
23918K108 DAVITA INC 1,153 1,047
25278X109 DIAMOND BACK ENERGY 871 819
25746U109 DOMINION ENERGY INC 2,102 1,939
26441C204 DUKE ENERGY HOLDING 3,536 3,232
26884L109 EQT CORPORATION 672 922
278642103 EBAY INC 1,218 1,177
281020107 EDISON INTL 432 399
285512109 ELECTRONIC ART 1,473 1,463
29355A107 ENPHASE ENERGY INC 658 412
29476L107 EQUITY RESIDENTIAL S 704 646
30034W106 EVERGY INC 3,905 4,739
30161N101 EXELON CORPORATION 1,456 1,355
30212P303 EXPEDIA GROUP INC 679 932
30225T102 EXTRA SPACE STORAGE 3,002 2,842
302491303 FMC CORPORATION NEW 319 243
336433107 FIRST SOLAR INC 1,136 881
363576109 GALLAGHER ARTHUR J & 3,009 2,839
366651107 GARTNER INC 2,578 2,422
36828A101 GE VERNOVA LLC 4,319 8,223
372460105 GENUINE PARTS CO 837 701
40434L105 HP INC 911 881
416515104 HARTFORD FINL SVCS G 582 547
418056107 HASBRO INC 635 503
436440101 HOLOGIC INC 2,206 1,946
440452100 HORMEL FOODS CORP 325 314
443201108 HOWMET AEROSPACE INC 1,536 1,750
45337C102 INCYTE CORPORATION 3,959 4,213
45687V106 INGERSOLL RAND INC 1,011 995
45784P101 INSULET CORP 1,177 1,305
459506101 INTERNATIONAL FLAVOR 623 507
460146103 INTERNATIONAL PAPER 394 431
46187W107 INVITATION HOMES INC 443 384
46284V101 IRON MOUNTAIN INC 1,171 1,051
487836108 KELLANOVA 888 891
49177J102 KENVUE INC 2,862 3,245
49271V100 KEURIG DR PEPPER INC 1,990 1,702
49456B101 KINDER MORGAN INC 600 767
500754106 KRAFT HEINZ CO/THE 1,288 1,106
501044101 KROGER CO 1,864 2,018
504922105 LABCORP HOLDINGS INC 2,702 2,752
512807306 LAM RESEARCH CORP 2,113 5,056
513272104 LAMB WESTON HOLDING 457 468
550021109 LULULEMON ATHLETICA 1,326 1,912
55261F104 M&T BK CORP 854 940
57667L107 MATCH GROUP INC 283 262
579780206 MC CORMICK & CO INC 765 686
59522J103 MID AMER APT CMNTYS 833 773
60855R100 MOLINA HEALTHCARE IN 2,182 1,746
629377508 NRG ENERGY, INC. 650 722
631103108 NASDAQ INC 1,104 1,160
668771108 GEN DIGITAL INC 456 465
679580100 OLD DOMINION FGHT LI 3,131 2,470
682680103 ONEOK INC NEW 1,304 1,406
69331C108 PG&E CORP 1,449 1,473
695156109 PACKGING CORP PKG 3,132 3,827
704326107 PAYCHEX INC 2,459 2,524
70432V102 PAYCOM SOFTWARE INC 860 1,025
744573106 PUBLIC SERVICE ENTER 932 929
745867101 PULTE GROUP INC 1,120 871
74834L100 QUEST DIAGNOSTICS IN 2,970 2,866
754730109 RAYMOND JAMES FINANC 595 777
756109104 REALTY INCOME CORP 2,075 1,763
760759100 REPUBLIC SVCS INC 1,243 1,207
761152107 RESMED INC 2,262 2,058
773903109 ROCKWELL AUTOMATION 1,328 1,429
775711104 ROLLINS INC 407 371
78410G104 SBA COMMUNICATIONS C 1,234 1,019
806407102 HENRY SCHEIN INC 1,767 1,730
816851109 SEMPRA 1,258 1,316
842587107 SOUTHERN CO 4,561 4,198
844741108 SOUTHWEST AIRLINES C 602 706
857477103 STATE STR CORP 506 589
874054109 TAKE TWO INTERACTIVE 1,215 1,473
879369106 TELEFLEX INC 1,239 890
880770102 TERADYNE INCORPORATE 632 630
89417E109 THE TRAVELERS COS IN 2,415 2,409
902494103 TYSON FOODS INC CLAS 622 574
90353T100 UBER TECHNOLOGIES IN 9,031 7,178
910047109 UNITED AIRLINES HOLD 457 874
92338C103 VERALTO CORP-W/I 557 509
92556H206 PARAMOUNT GLOBAL CLA 213 209
92840M102 VISTRA CORP 1,724 2,757
929160109 VULCAN MATERIALS CO 1,202 1,286
931427108 WALGREENS BOOTS ALLI 440 448
955306105 WEST PHARMACEUTICAL 2,409 2,620
958102105 WESTERN DIGITAL CORP 1,913 1,491
962166104 WEYERHAEUSER CO 456 394
988498101 YUM! BRANDS INC 1,347 1,342
98956P102 ZIMMER BIOMET HOLDIN 2,036 2,007
G0450A105 ARCH CAPITAL GROUP L 1,934 1,570
G3265R107 APTIV HOLDINGS LTD S 2,192 1,331
G66721104 NORWEGIAN CRUISE LIN 293 386
G7997R103 SEAGATE TECHNOLOGY H 612 518
G8267P108 SMURFIT WESTROCK PLC 362 431
G8473T100 STERIS PLC SEDOL BFY 2,221 1,850
G87052109 TE CONNECTIVITY PLC 3,645 3,860
G96629103 WILLIS TOWERS WATSON 1,468 1,566
H11356104 BUNGE GLOBAL SA SEDO 591 467
H2906T109 GARMIN LTD ISIN CH01 1,038 1,238

TY 2024 InvestmentsOtherSchedule2
Name:
JAMES M FITZGERALD SCHOLARSHIP TRUST
EIN:
37-6050189
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
256210105 DODGE & COX INCOME F AT COST 809,685 764,083
74440B884 PRUDENTIAL TOTAL RET AT COST 339,514 282,556
552746364 MFS EMERGING MKTS DE AT COST 112,900 91,406
704329200 PAYDEN LOW DURATION      

TY 2024 OtherAssetsSchedule
Name:
JAMES M FITZGERALD SCHOLARSHIP TRUST
EIN:
37-6050189
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
XXX-XX-XXXX 20 NET MINERAL ACRES 100 100 12,685
XXX-XX-XXXX 1/2 INT MIN INT NW4 100 100 100


TY 2024 OtherDecreasesSchedule
Name:
JAMES M FITZGERALD SCHOLARSHIP TRUST
EIN:
37-6050189
Description Amount
RETURN OF CAPITAL ADJUSTMENT 33
2024 TRANSACTIONS POSTED IN 2025 2,698
COST BASIS ADJUSTMENT 1,375


TY 2024 OtherExpensesSchedule
Name:
JAMES M FITZGERALD SCHOLARSHIP TRUST
EIN:
37-6050189
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MINERAL INT - PRODUCTION TAX 210 210   0
STATE FILING FEES 15 0   15


TY 2024 OtherIncomeSchedule2
Name:
JAMES M FITZGERALD SCHOLARSHIP TRUST
EIN:
37-6050189
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
SECTION 897 CAPITAL GAIN 65 65  
RENT AND ROYALTY INCOME 2,315 2,315  


TY 2024 OtherIncreasesSchedule
Name:
JAMES M FITZGERALD SCHOLARSHIP TRUST
EIN:
37-6050189
Description Amount
2023 TRANSACTIONS POSTED IN 2024 3,285
ADJUSTMENT TO INCOME 18


TY 2024 TaxesSchedule
Name:
JAMES M FITZGERALD SCHOLARSHIP TRUST
EIN:
37-6050189
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 188 188   0
FEDERAL TAX PAYMENT - PRIOR YE 11,420 0   0
FEDERAL ESTIMATES - PRINCIPAL 4,349 0   0