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
VARNUM-DE ROSE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 185
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152300185
A Employer identification number

83-1214640
B Telephone number (see instructions)

(212) 922-8218
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$8,592,951J 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... 216,460 213,688  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 960,354
b Gross sales price for all assets on line 6a 4,319,401
7 Capital gain net income (from Part IV, line 2)... 960,354
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).......      
12 Total. Add lines 1 through 11........ 1,176,814 1,174,042  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 57,887 34,659   23,155
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
13,324 3,486   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
324 74   250
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 71,535 38,219 0 23,405
25 Contributions, gifts, grants paid....... 500,000 500,000
26 Total expenses and disbursements. Add lines 24 and 25 571,535 38,219 0 523,405
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 605,279
b Net investment income (if negative, enter -0-) 1,135,823
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......... 67,020 128,735 128,735
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).......      
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).......... 6,739,280 Click to see attachment
List of Attached Documents:
// Content
7,281,820 		8,464,216
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) 6,806,300 7,410,555 8,592,951
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........ 6,806,300 7,410,555
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)..... 6,806,300 7,410,555
30 Total liabilities and net assets/fund balances (see instructions). 6,806,300 7,410,555
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
6,806,300
2
Enter amount from Part I, line 27a .....................
2
605,279
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
7,411,579
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,024
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,410,555
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 48. ABBOTT LABORATORIES   2023-01-13 2024-01-08
b 373. ABBOTT LABORATORIES     2024-01-08
c 84. ASSURANT INC     2024-01-08
d 750. BAKER HUGHES A GE CO     2024-01-08
e 53. COSTCO WHSL CORP NEW     2024-01-08
158. ILLINOIS TOOL WORKS INC COM   2014-08-15 2024-01-08
90. MC DONALDS CORPORATION COMMON   2022-06-22 2024-01-08
112. S & P GLOBAL INC     2024-01-08
72. EVEREST RE GRP LTD     2024-01-08
54. ASSURANT INC     2024-01-09
59. ASSURANT INC     2024-01-10
91. ASSURANT INC     2024-01-11
170. BUNGE GLOBAL SA   2024-01-08 2024-01-22
3155.214 BNY MELLON MID CAP STK FD CL M   2023-12-13 2024-02-07
9213.37 BNY MELLON MID CAP STK FD CL M     2024-02-07
2525.253 BNYM SEL MGR S/C VAL-Y     2024-02-07
2347.419 BNYM SELECT MGR S/C GRW-Y     2024-02-07
610. AMERICAN INTERNATIONAL GROUP     2024-02-21
165. AMERIPRISE FINL INC     2024-02-21
560. AMPHENOL CORP NEW     2024-02-21
1190. BOSTON SCIENTIFIC CORP COM     2024-02-21
25. BROADCOM INC     2024-02-21
76. ELI LILLY & CO COM     2024-02-21
55. THERMO ELECTRON CORP     2024-02-21
67. ACCENTURE PLC IRELAND SHS CL A     2024-02-21
76. ELEVANCE HEALTH INC   2022-10-10 2024-03-20
1130. BANK OF AMERICA CORP     2024-03-20
560. CSX CORP COM   2017-01-13 2024-03-20
660. COCA - COLA CO     2024-03-20
770. CORNING INC COM     2024-03-20
905. EXXON MOBIL CORP     2024-03-20
126. GENUINE PARTS CO   2023-03-06 2024-03-20
69. MARTIN MARIETTA MATLS INC   2022-08-31 2024-03-20
200. MICROCHIP TECHNOLOGY INC   2023-03-03 2024-03-20
180. NIKE INC CL B   2015-04-21 2024-03-20
47. NORTHROP GRUMMAN CORP   2023-09-25 2024-03-20
127. PROCTER & GAMBLE CO COM     2024-03-20
530. SHELL PLC-W/I-ADR   2024-01-08 2024-03-20
380. SYNCHRONY FINANCIAL     2024-03-20
270. VOYA FINANCIAL INC     2024-03-20
29. DEERE & COMPANY   2017-06-16 2024-04-09
67. INTUITIVE SURGICAL INC   2023-06-30 2024-04-09
10. J P MORGAN CHASE & CO   2023-04-12 2024-04-09
132. ELI LILLY & CO COM     2024-04-09
83. MARATHON PETROLEUM CORP   2023-12-14 2024-04-09
314. NEXTERA ENERGY INC     2024-04-09
234. PROGRESSIVE CORP OHIO   2024-02-21 2024-04-09
430. PUBLIC SERVICE ENTERPRISE GROUP INC COM     2024-04-09
23. REGENERON PHARMACEUTICALS INC   2022-09-23 2024-04-09
23. THERMO ELECTRON CORP   2019-02-28 2024-04-09
260. TWILIO INC - A   2023-06-01 2024-04-09
130. EATON CORP PLC     2024-04-09
5711.319 BNYM MIDCAP INDEX FUND, INC.-I     2024-04-22
96. ABBVIE INC   2024-02-21 2024-04-25
378. ABBVIE INC     2024-04-25
250. CF INDS HLDGS INC   2024-03-20 2024-05-07
990. INTERPUBLIC GROUP OF COMPANIES INC   2024-01-08 2024-05-08
1003.817 BNYM SEL MGR S/C VAL-Y     2024-05-22
9271.268 BNYM SEL MGR S/C VAL-Y     2024-05-22
677.924 BNYM SELECT MGR S/C GRW-Y   2023-12-14 2024-05-22
7878.501 BNYM SELECT MGR S/C GRW-Y     2024-05-22
560. INTEL CORPORATION   2023-12-14 2024-06-12
440. SHOPIFY INC-A W/I   2024-01-08 2024-06-12
300. SHOPIFY INC-A W/I   2023-06-01 2024-06-12
70. NORTHROP GRUMMAN CORP   2023-09-25 2024-06-24
.1667 GRAIL INC   2023-07-31 2024-07-08
86. ARES MANAGEMENT CORP   2024-04-09 2024-07-23
56. CINTAS CORP   2024-01-08 2024-07-23
44. GRAIL INC     2024-07-23
200. LAS VEGAS SANDS CORP   2022-06-08 2024-07-23
750. NEWMONT MINING CORP   2023-12-14 2024-07-23
250. CRH PLC   2024-04-09 2024-07-23
421. INTERNATIONAL GAME TECHNOLOG     2024-07-23
37. ARES MANAGEMENT CORP   2024-04-09 2024-07-24
220. ARES MANAGEMENT CORP     2024-07-24
159. INTERNATIONAL GAME TECHNOLOG   2023-10-25 2024-07-24
231. INTERNATIONAL GAME TECHNOLOG     2024-07-24
114. CONSTELLATION ENERGY CORP   2023-12-14 2024-07-25
450. EDWARDS LIFESCIENCES CORP   2024-04-09 2024-07-25
50. LAS VEGAS SANDS CORP   2022-06-08 2024-07-25
180. OCCIDENTAL PETROLEUM CORPORATION COMMON   2023-08-02 2024-07-25
389. INTERNATIONAL GAME TECHNOLOG     2024-07-25
390. INTERNATIONAL GAME TECHNOLOG     2024-07-26
203. CHEVRON CORPORATION   2024-03-20 2024-08-01
96. J P MORGAN CHASE & CO     2024-08-08
105. EATON CORP PLC   2012-11-30 2024-08-08
78. TRANE TECHNOLOGIES PLC     2024-08-08
15. EATON CORP PLC   2012-11-30 2024-08-27
142. EATON CORP PLC   2012-11-30 2024-08-27
173. ROSS STORES INC   2024-03-20 2024-08-28
13181.019 BNYM YLD ENHAN STRAT-Y   2014-04-30 2024-09-11
510. OCCIDENTAL PETROLEUM CORPORATION COMMON   2023-08-02 2024-09-12
91. J P MORGAN CHASE & CO   2017-11-21 2024-09-13
322. NOVARTIS AG SPNSRD ADR     2024-09-13
88. WILLIS TOWERS WATSON PLC     2024-10-04
460. CITIGROUP INC   2024-03-20 2024-10-24
130. SANOFI-SYNTHELABO   2024-06-24 2024-10-24
330. SANOFI-SYNTHELABO     2024-10-24
35. UNITED HEALTH GROUP INC     2024-10-24
1. ALLSTATE CORP COM   2024-08-08 2024-10-31
103. ALLSTATE CORP COM     2024-10-31
132. T -MOBILE US INC     2024-10-31
52. CONSTELLATION ENERGY CORP   2023-12-14 2024-11-14
5. CONSTELLATION ENERGY CORP   2023-09-25 2024-11-14
10. SAREPTA THERAPEUTICS INC   2023-06-30 2024-11-14
19. UNITED HEALTH GROUP INC   2024-03-20 2024-11-14
16. UNITED HEALTH GROUP INC   2016-09-14 2024-11-14
114. ALPHABET INC/CA   2024-03-20 2024-11-18
486. ALPHABET INC/CA     2024-11-18
273. AMAZON COM INC     2024-11-18
227. AMAZON COM INC     2024-11-18
81. APPLE INC     2024-11-18
319. APPLE INC     2024-11-18
117. MICROSOFT CORP COM     2024-11-18
283. MICROSOFT CORP COM     2024-11-18
240. NVIDIA CORP   2024-02-21 2024-11-18
660. NVIDIA CORP     2024-11-18
490. CELSIUS HOLDINGS INC     2024-11-26
342. DEXCOM INC     2024-11-26
220. SCHLUMBERGER LIMITED COM   2024-04-09 2024-12-13
1050. SCHLUMBERGER LIMITED COM     2024-12-13
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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 5,345   5,448 -103
b 41,539   27,168 14,371
c 13,942   12,491 1,451
d 24,014   23,673 341
e 34,736   6,545 28,191
40,404   13,713 26,691
25,957   21,928 4,029
48,118   24,545 23,573
26,316   27,468 -1,152
8,859   7,681 1,178
9,631   8,357 1,274
14,928   12,761 2,167
15,128   16,714 -1,586
51,020   49,505 1,515
148,980   148,379 601
50,000   65,469 -15,469
50,000   69,628 -19,628
41,736   22,433 19,303
65,099   37,398 27,701
58,564   42,362 16,202
77,935   52,126 25,809
30,342   13,569 16,773
56,168   21,217 34,951
30,205   20,601 9,604
24,139   17,876 6,263
39,055   35,577 3,478
40,661   24,468 16,193
20,732   7,220 13,512
39,869   35,898 3,971
25,071   27,203 -2,132
101,790   94,202 7,588
19,493   21,868 -2,375
41,554   23,943 17,611
17,309   16,408 901
17,925   9,016 8,909
22,042   20,032 2,010
20,543   18,412 2,131
35,163   34,173 990
16,112   8,698 7,414
19,298   8,062 11,236
11,948   3,711 8,237
25,951   22,887 3,064
1,966   1,288 678
99,592   21,284 78,308
17,494   12,357 5,137
20,427   14,195 6,232
47,959   44,269 3,690
28,788   29,561 -773
21,633   15,866 5,767
13,494   5,974 7,520
15,961   17,508 -1,547
40,854   11,560 29,294
165,000   202,176 -37,176
16,030   16,732 -702
63,120   27,719 35,401
18,611   21,602 -2,991
30,556   32,923 -2,367
20,799   20,357 442
192,101   180,454 11,647
15,321   14,216 1,105
178,054   154,848 23,206
17,532   25,756 -8,224
28,490   34,031 -5,541
19,425   17,394 2,031
30,123   29,835 288
2   5 -3
12,923   11,417 1,506
42,394   32,625 9,769
672   1,171 -499
8,204   7,413 791
35,269   30,974 4,295
20,526   20,957 -431
8,695   12,491 -3,796
5,411   4,912 499
32,173   17,642 14,531
3,217   4,701 -1,484
4,674   6,602 -1,928
19,396   13,268 6,128
27,376   41,584 -14,208
2,000   1,853 147
10,943   11,059 -116
7,854   10,932 -3,078
9,065   10,796 -1,731
30,972   31,580 -608
19,530   10,355 9,175
30,016   3,882 26,134
25,486   1,965 23,521
4,462   555 3,907
42,046   5,250 36,796
25,941   25,435 506
150,000   166,344 -16,344
26,041   31,334 -5,293
18,683   9,030 9,653
37,174   32,960 4,214
25,582   24,013 1,569
28,924   27,340 1,584
6,697   6,378 319
17,000   18,572 -1,572
19,667   17,316 2,351
187   170 17
19,300   13,714 5,586
29,527   23,269 6,258
11,801   6,052 5,749
1,135   558 577
1,111   1,145 -34
11,266   9,355 1,911
9,487   2,132 7,355
19,773   16,877 2,896
84,296   58,803 25,493
55,067   47,338 7,729
45,788   31,069 14,719
18,524   18,171 353
72,953   60,750 12,203
48,575   45,493 3,082
117,494   66,726 50,768
33,352   16,134 17,218
91,719   20,335 71,384
13,562   23,110 -9,548
26,485   41,963 -15,478
8,841   11,890 -3,049
42,194   58,544 -16,350
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
      186,998
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       -103
b       14,371
c       1,451
d       341
e       28,191
      26,691
      4,029
      23,573
      -1,152
      1,178
      1,274
      2,167
      -1,586
      1,515
      601
      -15,469
      -19,628
      19,303
      27,701
      16,202
      25,809
      16,773
      34,951
      9,604
      6,263
      3,478
      16,193
      13,512
      3,971
      -2,132
      7,588
      -2,375
      17,611
      901
      8,909
      2,010
      2,131
      990
      7,414
      11,236
      8,237
      3,064
      678
      78,308
      5,137
      6,232
      3,690
      -773
      5,767
      7,520
      -1,547
      29,294
      -37,176
      -702
      35,401
      -2,991
      -2,367
      442
      11,647
      1,105
      23,206
      -8,224
      -5,541
      2,031
      288
      -3
      1,506
      9,769
      -499
      791
      4,295
      -431
      -3,796
      499
      14,531
      -1,484
      -1,928
      6,128
      -14,208
      147
      -116
      -3,078
      -1,731
      -608
      9,175
      26,134
      23,521
      3,907
      36,796
      506
      -16,344
      -5,293
      9,653
      4,214
      1,569
      1,584
      319
      -1,572
      2,351
      17
      5,586
      6,258
      5,749
      577
      -34
      1,911
      7,355
      2,896
      25,493
      7,729
      14,719
      353
      12,203
      3,082
      50,768
      17,218
      71,384
      -9,548
      -15,478
      -3,049
      -16,350
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 960,354
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 15,788
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 15,788
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 15,788
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 8,380
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 8,380
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 7,408
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 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 arrowNY
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 arrowBNY MELLON NA Telephone no.right arrow (212) 922-8218

Located atright arrowPO BOX 185PITTSBURGHPA ZIP+4right arrow15230
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
JAY H MCDOWELL ESQ CO-TRUSTEE
1 		9,658    
480 PARK AVENUE
NEW YORK,NY100221613
BNY MELLON N A CO-TRUSTEE
1 		48,229    
PO BOX 185
PITTSBURGH,PA152300185
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
8,448,106
b
Average of monthly cash balances.......................
1b
263,447
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
8,711,553
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
8,711,553
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
130,673
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,580,880
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
429,044
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
429,044
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
15,788
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
15,788
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
413,256
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
413,256
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
413,256
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
523,405
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
523,405
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 7 413,256
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...... 0
c From 2021...... 0
d From 2022...... 35,425
e From 2023...... 122,644
f Total of lines 3a through e ........ 158,069
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 523,405
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..... 413,256
e Remaining amount distributed out of corpus 110,149
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 5 268,218
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 ...... 		268,218
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 35,425
d Excess from 2023.... 122,644
e Excess from 2024.... 110,149
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).)
NONE
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.
NONE
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

ST JOHNS EPISCOPAL CHURCH

133-04 109TH AVE
JAMAICA,NY11420 		NONE PC GENERAL OPERATING 12,000

COMMUNITY BAPTIST CHURCH

111TH AVE 141ST ST
JAMAICA,NY11435 		NONE PC GENERAL OPERATING PURPOSES 10,000

THE NATURE CONSERVANCY

2500 MAITLAND CENTER PARKWAY SUITE
MAITLAND,FL32751 		NONE PC GENERAL OPERATING 6,000

PHILLIPS ACADEMY

180 MAIN ST
ANDOVER,MA01810 		NONE PC GENERAL OPERATING 55,000

BROOKLYN BOTANIC GARDEN

990 WASHINGTON AVE
BROOKLYN,NY11225 		NONE PC GENERAL OPERATING PURPOSES 6,000

THE NEW YORK BOTANICAL GARDEN

2900 SOUTHERN BLVD
BRONX,NY10458 		NONE PC GENERAL OPERATING 6,000

YALE UNIVERSITY

PO BOX 208239
NEW HAVEN,CT065208239 		NONE PC GENERAL OPERATING 55,000

SOUTHAMPTON HISTORY MUSEUM

PO BOX 303
SOUTHAMPTON,NY119690303 		NONE PC GENERAL OPERATING 6,000

DOROT INC

171 W 85TH ST
NEW YORK,NY100244400 		NONE PC GENERAL OPERATING 25,000

PROSTATE ACTION INC

229 EAST 79TH STREET 1A
NEW YORK,NY100750866 		NONE PC GENERAL OPERATING 25,000

HAVENS RELIEF FUND SOCIETY

475 RIVERSIDE DR STE 1940
NEW YORK,NY101150023 		NONE PC GENERAL OPERATING 25,000

DUTCHESS COUNTY SPCA

636 VIOLET AVENUE
HYDE PARK,NY12538 		NONE PC GENERAL OPERATING 10,000

CENTER FOR COMMUNITY ALTERNATIVES

115 E JEFFERSON ST
SYRACUSE,NY132022539 		NONE PC GENERAL OPERATING 20,000

MONTCLAIR ART MUSEUM

23 S MOUNTAIN AVE
MONTCLAIR,NJ070421747 		NONE PC GENERAL OPERATING 20,000

JOSE LIMON DANCE FOUNDATION

466 WEST 152ND STREET NO 2ND FL
NEW YORK,NY100311814 		NONE PC GENERAL OPERATING 55,000

ST GEORGES SOCIETY OF NEW YORK

866 UNITED NATIONS PLZ RM 484
NEW YORK,NY100171872 		NONE PC GENERAL OPERATING 40,000

SHILOH BAPTIST CHURCH

10565 LOWCOUNTRY HWY
RUFFIN,SC294753963 		NONE PC GENERAL OPERATING 25,000

THE LIGHTHOUSE GUILD

250 W 64TH
NEW YORK,NE10023 		NONE PC GENERAL OPERATING PURPOSES 6,000

KIDS IN CLEATS INC

207 INWOOD AVE
MONTCLAIR,NJ070431946 		NONE PC GENERAL OPERATING 15,000

FIRST PRESBYTERIAN CHURCH OF

1000 S PARK VICTORIA DR
MILPITAS,CA950356994 		NONE PC GENERAL OPERATING 12,000

ARTHRITIS FOUNDATION

1355 PEACHTREE ST NE
ATLANTA,GA30309 		NONE PC GENERAL OPERATING 25,000

ST JUDE CHILDRENS RESEARCH

501 ST JUDE PLACE
MEMPHIS,TN38105 		NONE PC GENERAL OPERATING 25,000

HAMPTONS UNITED METHODIST CHURCH

160 MAIN ST
SOUTHAMPTON,NY11968 		NONE PC GENERAL OPERATING 6,000

NORTHWELL HEALTH

2000 MARCU AVE
NEW HYDE PARK,NY11041 		NONE PC GENERAL OPERATING 10,000
Total .................................right arrow 3a 500,000
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 ....     14 216,460  
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 ............ 		    18 960,354  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,176,814  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,176,814
(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 InvestmentsOtherSchedule2
Name:
VARNUM-DE ROSE TRUST
EIN:
83-1214640
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
126408103 CSX CORP COM      
452308109 ILLINOIS TOOL WORKS      
05587K857 BNYM INTL STCK-Y AT COST 237,251 377,689
060505104 BANK OF AMERICA CORP AT COST 28,620 33,402
65339F101 NEXTERA ENERGY INC      
002824100 ABBOTT LABORATORIES      
244199105 DEERE & COMPANY      
G29183103 EATON CORP PLC      
00287Y109 ABBVIE INC      
05587K865 BNYM SELECT MGR S/C      
46625H100 J P MORGAN CHASE & C AT COST 34,465 83,419
023135106 AMAZON COM INC AT COST 50,570 175,951
037833100 APPLE INC AT COST 57,649 215,612
12572Q105 CME GROUP INC AT COST 70,720 84,764
594918104 MICROSOFT CORP COM AT COST 29,223 186,725
87165B103 SYNCHRONY FINANCIAL      
929089100 VOYA FINANCIAL INC AT COST 18,609 29,597
026874784 AMERICAN INTERNATION AT COST 9,346 24,752
05569M814 BNY MELLON INTERMEDI AT COST 681,181 666,393
05588M100 BNYM MIDCAP INDEX FU AT COST 527,328 540,443
22160K105 COSTCO WHSL CORP NEW      
654106103 NIKE INC CL B      
05569M509 BNY MELLON MID CAP S AT COST 179,547 195,244
05587K824 BNYM SEL MGR S/C VAL      
91324P102 UNITED HEALTH GROUP AT COST 11,592 44,010
05569M855 BNY MELLON EMERGING AT COST 167,954 190,277
05588D753 BNY MELLON INTL EQTY AT COST 381,773 322,526
191216100 COCA-COLA CO USD      
78409V104 S & P GLOBAL INC      
883556102 THERMO ELECTRON CORP      
G1151C101 ACCENTURE PLC IRELAN      
02079K305 ALPHABET INC/CA AT COST 53,731 198,008
05569M830 BNY MELLON BOND FD C AT COST 1,073,129 959,676
05588L888 BNYM YLD ENHAN STRAT AT COST 154,902 137,350
101137107 BOSTON SCIENTIFIC CO      
05588E850 BNY MELLON HIGH YIEL AT COST 150,000 132,686
532457108 ELI LILLY & CO COM      
87234N765 TCW EMERGING MARKETS AT COST 99,454 77,180
05587N794 BNYM GLBL RL RTRN -Y AT COST 177,000 172,074
G8994E103 TRANE TECHNOLOGIES P AT COST 2,715 39,890
03076C106 AMERIPRISE FINL INC      
036752103 ANTHEM INC      
05722G100 BAKER HUGHES A GE CO      
032095101 AMPHENOL CORP NEW      
517834107 LAS VEGAS SANDS CORP AT COST 29,380 43,142
00206R102 AT&T INC AT COST 51,576 66,716
020002101 ALLSTATE CORP COM AT COST 29,290 42,799
744573106 PUBLIC SERVICE ENTER      
30231G102 EXXON MOBIL CORP      
11135F101 BROADCOM INC      
573284106 MARTIN MARIETTA MATL      
31618H283 FIDELITY ADV INTL SM AT COST 42,208 40,296
742718109 PROCTER & GAMBLE CO      
580135101 MC DONALDS CORPORATI      
75886F107 REGENERON PHARMACEUT      
016255101 ALIGN TECHNOLOGY INC AT COST 48,514 28,566
038222105 APPLIED MATERIALS IN AT COST 59,251 59,685
03990B101 ARES MANAGEMENT CORP      
04621X108 ASSURANT INC AT COST 35,417 35,181
075887109 BECTON DICKINSON AND AT COST 90,844 78,951
084670702 BERKSHIRE HATHAWAY I AT COST 95,380 123,745
16679L109 CHEWY INC - CLASS A AT COST 24,164 44,542
17275R102 CISCO SYS INC AT COST 68,534 77,552
21037T109 CONSTELLATION ENERGY AT COST 24,983 50,111
219350105 CORNING INC COM      
22160N109 COSTAR GROUP INC AT COST 41,263 35,795
235851102 DANAHER CORP COMMON AT COST 73,736 74,833
25746U109 DOMINION RES INC VA AT COST 47,363 52,244
35671D857 FREEPORT-MCMORAN COP AT COST 50,337 42,650
372460105 GENUINE PARTS CO      
443573100 HUBSPOT INC AT COST 47,869 62,709
452327109 ILLUMINA INC AT COST 40,250 35,412
458140100 INTEL CORPORATION      
46120E602 INTUITIVE SURGICAL I AT COST 43,444 56,894
56585A102 MARATHON PETROLEUM C AT COST 23,226 21,762
595017104 MICROCHIP TECHNOLOGY      
64110L106 NETFLIX COM INC AT COST 17,617 35,653
651639106 NEWMONT MINING CORP AT COST 20,237 18,238
666807102 NORTHROP GRUMMAN COR      
67066G104 NVIDIA CORP AT COST 51,064 280,666
674599105 OCCIDENTAL PETROLEUM      
759916109 REPLIGEN CORP AT COST 32,833 30,083
80105N105 SANOFI-SYNTHELABO AT COST 30,432 30,385
803607100 SAREPTA THERAPEUTICS AT COST 36,075 38,301
806857108 SCHLUMBERGER LIMITED      
82509L107 SHOPIFY INC-A W/I      
852234103 BLOCK INC AT COST 31,736 40,795
90138F102 TWILIO INC - A      
90353T100 UBER TECHNOLOGIES IN AT COST 31,558 38,605
92338C103 VERALTO CORP-W/I AT COST 37,486 45,120
G25508105 CRH PLC AT COST 25,470 40,709
G3223R108 EVEREST RE GRP LTD      
G4863A108 INTERNATIONAL GAME T      
G7496G103 RENAISSANCERE HLDGS AT COST 30,381 39,063
031100100 AMETEK INC NEW AT COST 48,382 49,391
05569M780 BNY MELLON S/T US GV AT COST 87,000 86,922
05588F709 BNYM GLBL RL EST SEC AT COST 87,000 81,247
071813109 BAXTER INTL INC COM AT COST 23,538 17,204
09073M104 BIO-TECHNE CORP AT COST 24,229 24,490
110122108 BRISTOL MYERS SQUIBB AT COST 32,811 37,895
20825C104 CONOCOPHILLIPS AT COST 57,090 48,792
25278X109 DIAMONDBACK ENERGY I AT COST 22,391 22,445
254687106 DISNEY (WALT) COMPAN AT COST 43,397 41,979
26884L109 EQT CORP COM AT COST 61,982 79,309
320517105 FIRST HORIZON NATL C AT COST 22,815 30,411
36828A101 GE VERNOVA LLC AT COST 34,642 64,799
37045V100 GENERAL MOTORS CO AT COST 28,255 35,691
375558103 GILEAD SCIENCES INC AT COST 24,888 25,864
38141G104 GOLDMAN SACHS GROUP AT COST 40,165 59,552
443201108 HOWMET AEROSPACE INC AT COST 45,481 75,465
443510607 HUBBELL INC COM AT COST 86,626 92,156
45687V106 INGERSOLL RAND INC AT COST 55,783 56,990
460146103 INTERNATIONAL PAPER AT COST 34,163 39,289
464287655 ISHARES RUSSELL 2000 AT COST 130,466 131,471
49177J102 KENVUE INC AT COST 37,805 39,711
502431109 L3HARRIS TECHNOLOGIE AT COST 55,891 54,252
504922105 LABCORP HOLDINGS INC AT COST 32,210 36,462
550021109 LULULEMON ATHLETICA AT COST 26,020 20,268
59156R108 METLIFE INC AT COST 26,051 25,383
60937P106 MONGODB INC AT COST 35,698 24,678
64122Q705 NEUBERGER BERMAN INT AT COST 85,400 86,280
681919106 OMNICOM GROUP INC CO AT COST 49,357 44,741
718172109 PHILIP MORRIS INTERN AT COST 22,382 26,477
718546104 PHILLIPS 66 AT COST 34,740 25,179
722304102 PINDUODUO INC-ADR AT COST 24,399 19,592
776696106 ROPER TECHNOLOGIES I AT COST 56,823 55,104
88579Y101 3M CO AT COST 23,244 28,787
902973304 US BANCORP DEL AT COST 28,563 28,220
98978V103 ZOETIS INC AT COST 35,667 32,097
G0403H108 AON PLC/IRELAND A AT COST 23,404 28,014
G51502105 JOHNSON CTLS INTL PL AT COST 45,764 55,251
G5960L103 MEDTRONIC PLC AT COST 80,225 75,087
H01301128 ALCON INC AT COST 34,150 31,409
V7780T103 ROYAL CARIBBEAN CRUI AT COST 24,246 26,991

TY 2024 OtherDecreasesSchedule
Name:
VARNUM-DE ROSE TRUST
EIN:
83-1214640
Description Amount
MUTUAL FUND TIMING ADJ 389
PY RETURN OF CAPITAL ADJUSTMENT 347
ROC ON CY SALES 281
ROUNDING 7


TY 2024 OtherExpensesSchedule
Name:
VARNUM-DE ROSE TRUST
EIN:
83-1214640
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE INCOME TAXES - PRINCIPAL 250 0   250
INVESTMENT EXPENSES-DIVIDEND I 74 74   0


TY 2024 TaxesSchedule
Name:
VARNUM-DE ROSE TRUST
EIN:
83-1214640
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,599 2,599   0
FEDERAL TAX PAYMENT - PRIOR YE 1,458 0   0
FEDERAL ESTIMATES - PRINCIPAL 8,380 0   0
FOREIGN TAXES ON NONQUALIFIED 887 887   0