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
OPPENHEIMER&HAAS XXXXX1004
 
Number and street (or P.O. box number if mail is not delivered to street address)10 S DEARBORN IL1-0111
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60603
A Employer identification number

13-6013101
B Telephone number (see instructions)

(800) 496-2583
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$24,881,378J 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... 755,330 753,915  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 698,667
b Gross sales price for all assets on line 6a 4,392,028
7 Capital gain net income (from Part IV, line 2)... 698,667
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........ 1,453,997 1,452,582  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 201,923 105,342   96,581
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
23,029 12,265   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
1,950     1,950
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 226,902 117,607 0 98,531
25 Contributions, gifts, grants paid....... 947,000 947,000
26 Total expenses and disbursements. Add lines 24 and 25 1,173,902 117,607 0 1,045,531
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 280,095
b Net investment income (if negative, enter -0-) 1,334,975
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............. 218,500 357,146 357,146
2 Savings and temporary cash investments......... 215,272 338,095 338,095
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)....... 11,128,314 Click to see attachment
List of Attached Documents:
// Content
10,524,864 		18,402,583
c Investments—corporate bonds (attach schedule)....... 5,463,368 Click to see attachment
List of Attached Documents:
// Content
6,040,410 		5,783,554
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 17,025,454 17,260,515 24,881,378
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........ 17,025,454 17,260,515
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)..... 17,025,454 17,260,515
30 Total liabilities and net assets/fund balances (see instructions). 17,025,454 17,260,515
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
17,025,454
2
Enter amount from Part I, line 27a .....................
2
280,095
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
16,463
4
Add lines 1, 2, and 3 ..........................
4
17,322,012
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
61,497
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
17,260,515
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 58. ADVANCED MICRO DEVICES INC   2020-11-06 2024-01-29
b . WELLS FARGO & CO NEW     2024-02-06
c 20030.343 JPMORGAN CORE BOND FUND ULTRA     2024-02-13
d 817.102 JPMORGAN CORE BOND FUND ULTRA   2018-10-02 2024-02-13
e 6408.767 PIMCO SHORT TERM FUND INSTL   2022-05-10 2024-02-13
887. VANGUARD INT-TERM CORPORATE   2023-12-14 2024-02-13
1657. VANGUARD INT-TERM CORPORATE   2023-12-14 2024-02-13
29. ADVANCED MICRO DEVICES INC   2020-11-06 2024-02-20
86. NEXTERA ENERGY INC     2024-02-20
87. NEXTERA ENERGY INC   2016-10-18 2024-02-20
27. ADVANCED MICRO DEVICES INC   2020-11-06 2024-03-20
8012.5 JPMORGAN CORE BOND FUND ULTRA   2023-06-26 2024-03-20
3630.534 JPMORGAN CORE BOND FUND ULTRA   2023-02-24 2024-03-20
7. NVIDIA CORP   2023-02-24 2024-03-20
1480. VANGUARD INT-TERM CORPORATE   2023-12-14 2024-03-20
8. ASML HOLDING NV-NY REG SHS   2023-11-20 2024-03-20
41. NXP SEMICONDUCTORS NV     2024-03-20
24. NXP SEMICONDUCTORS NV   2019-02-19 2024-04-12
24. NXP SEMICONDUCTORS NV     2024-04-12
1400. ISHARES MISCI EAFE INDEX FUND   2016-02-05 2024-04-25
2900. VANGUARD INT-TERM CORPORATE   2023-12-14 2024-05-07
1. DEERE & CO   2021-08-19 2024-05-13
27. DEERE & CO     2024-05-13
2. DEERE & CO   2021-10-21 2024-05-13
1. DEERE & CO   2021-10-21 2024-05-13
. ORACLE CORP     2024-05-16
3. LAUDER ESTEE COS INC CL A     2024-05-17
61. LAUDER ESTEE COS INC CL A   2023-09-22 2024-05-17
3. LAUDER ESTEE COS INC CL A   2023-09-22 2024-05-20
. EXXON MOBIL CORP     2024-05-28
. ALLERGAN PLC     2024-06-04
88. ALPHABET INC-CL A   2012-07-11 2024-06-05
. NORWEST CORP     2024-06-27
21. ABBVIE INC   2023-10-27 2024-07-17
5. ABBVIE INC   2019-09-16 2024-07-17
11. ADVANCED MICRO DEVICES INC   2020-11-06 2024-07-17
64. ALPHABET INC-CL C   2012-07-11 2024-07-17
68. AMAZON COM INC     2024-07-17
12. AMERICAN EXPRESS CO     2024-07-17
10. ANALOG DEVICES INC   2020-11-06 2024-07-17
67. APPLE COMPUTER INC     2024-07-17
85. BANK OF AMERICA CORPORATION   2023-12-18 2024-07-17
7. BIOGEN IDEC INC   2021-10-12 2024-07-17
1. BOOKING HOLDINGS INC   2020-10-05 2024-07-17
45. BOSTON SCIENTIFIC CORP   2016-12-05 2024-07-17
48. BRISTOL MYERS SQUIBB CO   2019-11-20 2024-07-17
43. CONOCOPHILLIPS     2024-07-17
2. COSTCO WHSL CORP NEW   2023-09-22 2024-07-17
3. COSTCO WHSL CORP NEW   2021-10-27 2024-07-17
4. DEERE & CO   2021-10-21 2024-07-17
58. EXXON MOBIL CORP   2022-11-01 2024-07-17
21. FACEBOOK INC-A   2014-07-25 2024-07-17
14. FISERV INC   2023-07-07 2024-07-17
10. ARTHUR J GALLAGHER & CO   2021-04-28 2024-07-17
11. HILTON WORLDWIDE HOLDINGS IN   2021-02-24 2024-07-17
11. HONEYWELL INTL INC   2009-12-16 2024-07-17
23. INGERSOLL RAND INC   2021-05-14 2024-07-17
6. INTUIT   2020-02-25 2024-07-17
5. INTUITIVE SURGICAL INC NEW   2022-02-15 2024-07-17
2900. ISHARES CORE MSCI EAFE ETF     2024-07-17
2000. JPMORGAN BETABUILDERS EUROPE ETF   2024-03-20 2024-07-17
1850. JPMORGAN BETABUILDERS EUROPE ETF   2023-01-26 2024-07-17
3. LILLY ELI & CO   2016-12-16 2024-07-17
8. LOWES COS INC   2011-09-22 2024-07-17
6. MARTIN MARIETTA MATLS INC   2023-11-09 2024-07-17
15. MASTERCARD INC - CLASS A   2009-07-16 2024-07-17
14. MCDONALDS CORP   2024-05-17 2024-07-17
48. MICROSOFT CORP   2009-01-15 2024-07-17
33. MONDELEZ INTERNATIONAL-W/I   2024-05-13 2024-07-17
42. MONSTER BEVERAGE CORP   2022-06-17 2024-07-17
37. MORGAN STANLEY DEAN WITTER & CO NEW   2013-04-19 2024-07-17
31. NEXTERA ENERGY INC     2024-07-17
12. NORFOLK SOUTHN CORP   2017-11-21 2024-07-17
154. NVIDIA CORP   2023-02-24 2024-07-17
12. OLD DOMINION FREIGHT LINE INC COM     2024-07-17
16. PEPSICO INC   2014-10-13 2024-07-17
21. PROGRESSIVE CORP OHIO   2022-04-07 2024-07-17
2. REGENERON PHARMACEUTICALS INC   2021-01-28 2024-07-17
5. S&P GLOBAL INC   2022-12-02 2024-07-17
450. SPDR TR UNIT SER 1     2024-07-17
9. SALESFORCE.COM INC   2024-03-20 2024-07-17
42. SOUTHERN CO     2024-07-17
8. STRYKER CORP   2023-09-13 2024-07-17
18. TJX COS INC NEW   2023-09-22 2024-07-17
14. T-MOBILE US INC   2022-09-01 2024-07-17
19. TEXAS INSTRS INC   2016-02-05 2024-07-17
4. THERMO ELECTRON CORP     2024-07-17
15. UNITEDHEALTH GROUP INC   2010-12-01 2024-07-17
13. WASTE CONNECTIONS INC   2016-07-26 2024-07-17
68. WELLS FARGO & CO NEW   2020-12-15 2024-07-17
12. EATON CORP PLC   2021-02-22 2024-07-17
12. LINDE PLC   2018-12-11 2024-07-17
1. ASML HOLDING NV-NY REG SHS   2020-03-05 2024-07-17
11. NXP SEMICONDUCTORS NV   2019-02-19 2024-07-17
93. ALPHABET INC-CL C   2012-07-11 2024-09-12
4. INTUIT     2024-09-12
19. INTUIT     2024-09-12
16. BIOGEN IDEC INC   2023-10-27 2024-10-03
56. BIOGEN IDEC INC     2024-10-03
34. INTUIT   2020-05-04 2024-10-03
2. DEERE & CO   2021-10-21 2024-10-14
1. DEERE & CO   2021-10-21 2024-10-14
4. DEERE & CO   2021-10-21 2024-10-15
4. DEERE & CO   2021-10-21 2024-10-16
3. DEERE & CO   2021-10-21 2024-10-17
3. DEERE & CO   2021-10-21 2024-10-17
744.602 FIDELITY 500 INDEX FUND   2024-08-05 2024-10-23
19343.257 SIX CIRCLES ULTR SHRT DUR   2018-10-18 2024-10-23
10851.872 SIX CIRCLES US UNCONSTR EQ   2023-08-04 2024-10-23
26. DEERE & CO   2021-10-21 2024-11-01
2. DEERE & CO   2021-10-21 2024-11-01
106. ANALOG DEVICES INC     2024-11-14
3. CONOCOPHILLIPS   2021-03-03 2024-11-21
40. CONOCOPHILLIPS   2021-03-03 2024-11-21
8. CONOCOPHILLIPS   2021-03-03 2024-11-21
5. LILLY ELI & CO   2016-12-16 2024-11-21
3. LILLY ELI & CO   2016-12-16 2024-11-21
124. MONSTER BEVERAGE CORP   2022-06-17 2024-11-21
1. MONSTER BEVERAGE CORP   2022-06-17 2024-11-21
2. MONSTER BEVERAGE CORP   2022-06-17 2024-11-21
5. MONSTER BEVERAGE CORP   2022-06-17 2024-11-21
1. T-MOBILE US INC   2022-09-01 2024-11-21
26. T-MOBILE US INC   2022-09-01 2024-11-21
13. LINDE PLC   2018-12-11 2024-11-21
1. LINDE PLC   2018-12-11 2024-11-21
1. LINDE PLC   2018-12-11 2024-11-21
6. LINDE PLC   2018-12-11 2024-11-21
22. MONSTER BEVERAGE CORP   2022-06-17 2024-11-22
. MCKESSON CORP     2024-12-05
1250. ISHARES TR 20+ TREAS INDEX FD     2024-12-09
1175. ISHARES TR 20+ TREAS INDEX FD   2019-09-26 2024-12-09
3202. ISHARES MISCI EAFE INDEX FUND     2024-12-09
6702. ISHARES BROAD USD HIGH YIELD   2024-08-02 2024-12-09
6200. JPMORGAN BETABUILDERS EUROPE ETF     2024-12-09
1779. JPMORGAN BETABUILDERS JAPAN ETF     2024-12-09
8449.067 SIX CIRCLES CREDIT OPPORT   2024-08-02 2024-12-09
23806.054 SIX CIRCLES CREDIT OPPORT     2024-12-09
117. ADVANCED MICRO DEVICES INC   2020-11-06 2024-12-17
7. COSTCO WHSL CORP NEW   2021-10-27 2024-12-17
4. COSTCO WHSL CORP NEW   2021-10-27 2024-12-17
114. NVIDIA CORP     2024-12-17
43. T-MOBILE US INC     2024-12-17
73. T-MOBILE US INC     2024-12-17
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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 10,265   4,969 5,296
b 58     58
c 202,106   207,712 -5,606
d 8,245   9,143 -898
e 61,588   61,722 -134
70,359   71,786 -1,427
131,453   134,102 -2,649
4,774   2,484 2,290
4,896   2,892 2,004
4,900   2,724 2,176
4,870   2,313 2,557
81,407   82,288 -881
36,886   36,814 72
6,248   1,617 4,631
118,502   119,777 -1,275
7,612   5,546 2,066
9,769   3,829 5,940
5,686   2,227 3,459
5,665   2,223 3,442
107,131   75,285 31,846
230,277   234,699 -4,422
408   359 49
11,058   9,478 1,580
826   686 140
409   343 66
29     29
404   443 -39
8,227   8,998 -771
398   443 -45
53     53
36     36
15,387   1,257 14,130
137     137
3,685   2,878 807
877   353 524
1,774   942 832
11,668   911 10,757
12,751   1,236 11,515
2,996   1,236 1,760
2,379   1,333 1,046
15,364   13,503 1,861
3,729   2,860 869
1,594   1,995 -401
3,995   1,707 2,288
3,480   931 2,549
2,064   2,708 -644
5,000   2,311 2,689
1,696   1,119 577
2,544   1,465 1,079
1,543   1,371 172
6,822   6,459 363
9,647   1,582 8,065
2,206   1,757 449
2,715   1,399 1,316
2,414   1,391 1,023
2,421   429 1,992
2,267   1,113 1,154
3,960   1,714 2,246
2,136   1,442 694
218,037   179,012 39,025
120,339   118,584 1,755
111,313   98,284 13,029
2,723   218 2,505
1,941   153 1,788
3,385   2,724 661
6,746   270 6,476
3,646   3,810 -164
21,278   894 20,384
2,222   2,369 -147
2,132   1,857 275
3,940   760 3,180
2,187   971 1,216
2,810   1,548 1,262
18,225   3,558 14,667
2,393   1,722 671
2,717   1,524 1,193
4,626   2,463 2,163
2,167   1,019 1,148
2,437   1,802 635
250,872   96,628 154,244
2,265   2,739 -474
3,422   3,340 82
2,677   2,368 309
2,052   1,611 441
2,565   2,011 554
3,916   947 2,969
2,218   2,222 -4
8,546   564 7,982
2,373   644 1,729
4,127   2,018 2,109
3,748   1,564 2,184
5,393   1,928 3,465
934   292 642
3,097   1,018 2,079
14,361   1,324 13,037
2,567   1,142 1,425
12,204   5,210 6,994
2,951   3,748 -797
10,329   15,760 -5,431
20,485   9,062 11,423
807   686 121
404   343 61
1,612   1,371 241
1,624   1,371 253
1,215   1,029 186
1,214   1,029 185
150,000   134,200 15,800
193,239   193,339 -100
200,000   150,841 49,159
10,407   8,914 1,493
801   686 115
22,555   14,103 8,452
343   161 182
4,559   2,149 2,410
895   430 465
3,726   364 3,362
2,236   218 2,018
6,660   5,482 1,178
54   44 10
108   88 20
270   221 49
237   144 93
6,147   3,734 2,413
5,874   2,088 3,786
451   161 290
452   161 291
2,718   964 1,754
1,190   973 217
107     107
117,376   116,371 1,005
110,333   167,488 -57,155
257,572   168,484 89,088
250,555   245,384 5,171
366,893   325,286 41,607
104,261   91,052 13,209
76,126   74,943 1,183
214,493   223,752 -9,259
14,623   10,024 4,599
6,935   3,419 3,516
3,946   1,954 1,992
14,689   2,112 12,577
9,623   6,005 3,618
16,198   9,807 6,391
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
      50,338
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       5,296
b       58
c       -5,606
d       -898
e       -134
      -1,427
      -2,649
      2,290
      2,004
      2,176
      2,557
      -881
      72
      4,631
      -1,275
      2,066
      5,940
      3,459
      3,442
      31,846
      -4,422
      49
      1,580
      140
      66
      29
      -39
      -771
      -45
      53
      36
      14,130
      137
      807
      524
      832
      10,757
      11,515
      1,760
      1,046
      1,861
      869
      -401
      2,288
      2,549
      -644
      2,689
      577
      1,079
      172
      363
      8,065
      449
      1,316
      1,023
      1,992
      1,154
      2,246
      694
      39,025
      1,755
      13,029
      2,505
      1,788
      661
      6,476
      -164
      20,384
      -147
      275
      3,180
      1,216
      1,262
      14,667
      671
      1,193
      2,163
      1,148
      635
      154,244
      -474
      82
      309
      441
      554
      2,969
      -4
      7,982
      1,729
      2,109
      2,184
      3,465
      642
      2,079
      13,037
      1,425
      6,994
      -797
      -5,431
      11,423
      121
      61
      241
      253
      186
      185
      15,800
      -100
      49,159
      1,493
      115
      8,452
      182
      2,410
      465
      3,362
      2,018
      1,178
      10
      20
      49
      93
      2,413
      3,786
      290
      291
      1,754
      217
      107
      1,005
      -57,155
      89,088
      5,171
      41,607
      13,209
      1,183
      -9,259
      4,599
      3,516
      1,992
      12,577
      3,618
      6,391
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 698,667
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 18,556
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 18,556
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 18,556
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 11,952
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 11,952
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 6,604
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 arrowJP MORGAN CHASE BANK NA Telephone no.right arrow (800) 496-2583

Located atright arrow10 S DEARBORN ST MC IL 1-0111CHICAGOIL ZIP+4right arrow60603
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
JP MORGAN CHASE BANK NA TRUSTEE
2 		201,923    
10 S DEARBORN ST MC IL 1-0111
CHICAGO,IL60603
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
23,897,745
b
Average of monthly cash balances.......................
1b
629,908
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
24,527,653
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
24,527,653
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
367,915
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
24,159,738
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,207,987
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
1,207,987
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
18,556
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
18,556
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,189,431
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,189,431
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
1,189,431
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,045,531
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
1,045,531
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 1,189,431
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 946,708
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,045,531
a Applied to 2023, but not more than line 2a 946,708
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..... 98,823
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		1,090,608
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
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

PRIZMAHCENTER FOR JEWISH DAY

25 BROADWAY SUITE 1700
NEW YORK,NY10004 		NONE PC GENERAL 37,000

THE EDUCATIONAL ALLIANCE

197 EAST BROADWAY
NEW YORK,NY10002 		NONE PC GENERAL 70,000

MATAN INC

520 EIGHTH AVENUE 4TH FLOOR
NEW YORK,NY10018 		NONE PC GENERAL 15,000

THE JEWISH EDUCATION PROJECT

520 5TH AVENUE
NEW YORK,NY10018 		NONE PC GENERAL 100,000

JEWISH COMMUNITY CENTER
IN MANHATTAN INC
334 AMSTERDAM AVENUE
NEW YORK,NY10023 		NONE PC GENERAL 85,000

JEWISH COMMUNITY CENTER OF STATEN
ISLAND INC
1466 MANOR ROAD
STATEN ISLAND,NY10314 		NONE PC GENERAL 40,000

FOUNDATION FOR JEWISH CAMP INC

253 WEST 35 ST 4TH FLOOR
NEW YORK,NY10001 		NONE PC GENERAL 160,000

JBI INTERNATIONAL

110 EAST 30TH STREET
NEW YORK,NY10016 		NONE PC GENERAL 40,000

SHEFA SCHOOLINC

180 AMSTERDAM AVE
NEW YORK,NY10023 		NONE PC GENERAL 100,000

JEWISH BOARD OF FAMILY
AND CHILDRENS SVCS INC
135 WEST 50TH ST 6TH FL
NEW YORK,NY10020 		NONE PC GENERAL 60,000

KESHET INC

284 AMORY STREET
JAMAICA PLAIN,MA02130 		NONE PC GENERAL 70,000

UJA- FEDERATION OF NEW YORK

130 EAST 59TH STREET
NEW YORK,NY10022 		NONE PC GENERAL 110,000

NATIONAL RAMAH COMMISSION

3080 BROADWAY NEW YORK
NEW YORK,NY10027 		NONE PC GENERAL 60,000
Total .................................right arrow 3a 947,000
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 ....     14 755,330  
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 ............ 		    18 698,667  
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) ..   1,453,997  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,453,997
(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 InvestmentsCorpBondsSchedule
Name:
OPPENHEIMER&HAAS XXXXX1004
EIN:
13-6013101
Name of Bond End of Year Book Value End of Year Fair Market Value
4812C0100 JPM CORE BD FD - USD 722,837 714,350
92203J308 VANGUARD TTL INTL BN 1,068,894 996,576
83002G108 SIX CIRCLES ULTR SHR    
464287432 ISHARES 20+ YEAR TRE    
83002G702 SIX CIRCLES GLOBAL B 1,906,943 1,715,725
83002G884 SIX CIRCLES CREDIT O 931,081 950,498
693390601 PIMCO SHORT-TERM FUN 458,092 463,273
92206C870 VANGUARD INT-TERM CO 203,758 205,652
464288588 ISHARES MBS ETF 514,276 502,040
92203J407 VANGUARD TOTAL INTL 234,529 235,440

TY 2024 InvestmentsCorpStockSchedule
Name:
OPPENHEIMER&HAAS XXXXX1004
EIN:
13-6013101
Name of Stock End of Year Book Value End of Year Fair Market Value
101137107 BOSTON SCIENTIFIC CO 9,086 39,390
110122108 BRISTOL-MYERS SQUIBB 26,513 26,583
438516106 HONEYWELL INTERNATIO 4,320 25,977
464287465 ISHARES MSCI EAFE ET 210,610 306,825
532457108 ELI LILLY & CO 2,327 24,704
548661107 LOWE'S COS INC 1,449 18,757
594918104 MICROSOFT CORP 8,459 198,527
609207105 MONDELEZ INTERNATION 10,318 19,412
617446448 MORGAN STANLEY 7,478 45,762
713448108 PEPSICO INC 21,767 29,804
723787107 PIONEER NATURAL RESO    
882508104 TEXAS INSTRUMENTS IN 9,567 36,002
949746101 WELLS FARGO & CO 19,680 46,569
02079K107 ALPHABET INC-CL C 7,530 100,743
02079K305 ALPHABET INC-CL A    
09062X103 BIOGEN INC    
30303M102 META PLATFORMS INC-C 15,680 122,372
57636Q104 MASTERCARD INC - A 6,977 80,565
65339F101 NEXTERA ENERGY INC 15,972 27,242
78462F103 SPDR S&P 500 ETF TRU 1,105,213 3,898,018
91324P102 UNITEDHEALTH GROUP I 5,447 73,350
94106B101 WASTE CONNECTIONS IN 6,327 21,962
023135106 AMAZON.COM INC 12,037 146,114
032654105 ANALOG DEVICES INC    
037833100 APPLE INC 30,727 171,538
060505104 BANK OF AMERICA CORP 8,733 37,050
46432F842 ISHARES CORE MSCI EA 378,547 435,244
655844108 NORFOLK SOUTHERN COR 13,995 26,991
67066G104 NVIDIA CORP 6,682 200,361
025816109 AMERICAN EXPRESS CO 11,919 35,021
315911750 FIDELITY 500 INDEX F 2,834,629 4,585,330
83002G306 SIX CIRCLES US UNCON 2,058,751 3,306,596
83002G405 SIX CIRCLES INTL UNC 1,755,980 1,904,937
00287Y109 ABBVIE INC 17,669 44,425
337738108 FISERV INC 23,901 37,181
580135101 MCDONALD'S CORP 33,202 42,904
N6596X109 NXP SEMICONDUCTORS N 9,902 22,240
007903107 ADVANCED MICRO DEVIC    
09857L108 BOOKING HOLDINGS INC 19,379 59,621
461202103 INTUIT INC    
518439104 ESTEE LAUDER COMPANI    
883556102 THERMO FISHER SCIENT 17,062 20,289
N07059210 ASML HOLDING NV-NY R 4,971 11,782
20825C104 CONOCOPHILLIPS 20,083 37,189
22160K105 COSTCO WHOLESALE COR 15,133 28,404
244199105 DEERE & CO    
363576109 ARTHUR J GALLAGHER & 14,756 30,088
43300A203 HILTON WORLDWIDE HOL 14,164 27,929
45687V106 INGERSOLL RAND INC 11,124 20,806
46120E602 INTUITIVE SURGICAL I 13,787 26,098
46641Q191 JPMORGAN BETABUILDER    
46641Q217 JPMORGAN BETABUILDER 595,996 695,127
46641Q225 JPMORGAN BETABUILDER 239,792 361,633
46641Q233 JPMORGAN BETABUILDER 453,187 397,313
679580100 OLD DOMINION FREIGHT 15,108 19,757
75886F107 REGENERON PHARMACEUT 13,177 18,521
G29183103 EATON CORP PLC 14,625 37,833
30231G102 EXXON MOBIL CORP 41,214 61,100
61174X109 MONSTER BEVERAGE COR 11,628 13,823
743315103 PROGRESSIVE CORP 24,463 50,318
78409V104 S&P GLOBAL INC 19,394 27,392
872590104 T-MOBILE US INC    
573284106 MARTIN MARIETTA MATE 25,414 30,990
842587107 THE SOUTHERN COMPANY 34,647 38,443
863667101 STRYKER CORP 22,169 27,004
872540109 TJX COMPANIES INC 13,771 20,779
G54950103 LINDE PLC 15,471 41,030
11135F101 BROADCOM INC 40,622 39,645
127387108 CADENCE DESIGN SYS I 16,971 16,826
254687106 WALT DISNEY CO/THE 27,389 26,613
68902V107 OTIS WORLDWIDE CORP 31,938 28,709
79466L302 SALESFORCE INC 31,583 36,108
824348106 SHERWIN-WILLIAMS CO/ 14,452 12,917

TY 2024 OtherDecreasesSchedule
Name:
OPPENHEIMER&HAAS XXXXX1004
EIN:
13-6013101
Description Amount
RETURN TO CAPITAL ADJUSTMENT 46,181
2024 TRANSACTION POSTED IN 2025 15,250
COST BASIS ADJUSTMENT 66


TY 2024 OtherExpensesSchedule
Name:
OPPENHEIMER&HAAS XXXXX1004
EIN:
13-6013101
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER ALLOCABLE EXPENSE-PRINCI 1,200 0   1,200
ATTORNEY GENERAL FEE 750 0   750


TY 2024 OtherIncreasesSchedule
Name:
OPPENHEIMER&HAAS XXXXX1004
EIN:
13-6013101
Description Amount
2023 TRANSACTION POSTED IN 2024 16,463


TY 2024 TaxesSchedule
Name:
OPPENHEIMER&HAAS XXXXX1004
EIN:
13-6013101
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 269 269   0
FEDERAL ESTIMATES - INCOME 10,764 0   0
FOREIGN TAXES ON QUALIFIED FOR 10,206 10,206   0
FOREIGN TAXES ON NONQUALIFIED 1,790 1,790   0