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
DONALD C MCGRAW FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 6398
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DELRAY BEACH, FL33482
A Employer identification number

13-6165603
B Telephone number (see instructions)

(904) 504-8593
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$138,918,822J 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) 95,873
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,692,226 1,692,226  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 9,738,869
b Gross sales price for all assets on line 6a 18,946,599
7 Capital gain net income (from Part IV, line 2)... 9,738,869
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
17,162 17,162  
12 Total. Add lines 1 through 11........ 11,544,130 11,448,257  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
8,771 8,771   0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
15,114 15,114   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
156,356 78,178   78,178
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
86,660 11,071   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
29,162 16,029   13,029
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 296,063 129,163   91,207
25 Contributions, gifts, grants paid....... 5,530,000 5,530,000
26 Total expenses and disbursements. Add lines 24 and 25 5,826,063 129,163   5,621,207
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,718,067
b Net investment income (if negative, enter -0-) 11,319,094
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets 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............. 836,490 884,051 884,051
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   20,607    
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 arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........   59,542 59,542
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).......... 30,417,684 Click to see attachment
List of Attached Documents:
// Content
36,023,299 		137,975,229
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) 31,274,781 36,966,892 138,918,822
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 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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 31,274,781 36,966,892
29 Total net assets or fund balances (see instructions)..... 31,274,781 36,966,892
30 Total liabilities and net assets/fund balances (see instructions). 31,274,781 36,966,892
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
31,274,781
2
Enter amount from Part I, line 27a .....................
2
5,718,067
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
36,992,848
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
25,956
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
36,966,892
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 CAPITAL GAIN DIVIDENDS - JPM P    
b DETAILS AVAILABLE UPON REQUEST P    
c DETAILS AVAILABLE UPON REQUEST P    
d DETAILS AVAILABLE UPON REQUEST P    
e
(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 12,410     12,410
b 1,944,361   1,814,558 129,803
c 8,732,177   7,384,833 1,347,344
d 8,257,651   8,339 8,249,312
e
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       12,410
b       129,803
c       1,347,344
d       8,249,312
e
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 9,738,869
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) 1 157,335
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........................... 3 157,335
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- ..... 5 157,335
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 172,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 172,000
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
8 993
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 13,672
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow13,672 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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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 arrowN/A
14
The books are in care ofright arrowDONALD C MC GRAW III Telephone no.right arrow (904) 504-8593

Located atright arrowPO BOX 6398DELRAY BEACHFL ZIP+4right arrow33482
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)
 
No
(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
 
 
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
DONALD C MCGRAW III PRESIDENT
3.00 		0 0 0
4001 N OCEAN BLVD
GULF STREAM,FL33483
DAVID C MCGRAW DIRECTOR
2.00 		0 0 0
44 SEAPUIT ROAD
OSTERVILLE,MA02655
J PATTERSON COOPER SECRETARY
1.00 		0 0 0
3920 N FLAGLER DR 401
WEST PALM BEACH,FL33407
ROBERT L W MCGRAW DIRECTOR
2.00 		0 0 0
PO BOX 873
SHEFFIELD,MA01257
THOMAS A SMITH TREASURER
1.00 		0 0 0
96 NE FOURTH AVENUE
DELRAY BEACH,FL33483
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
JPMORGAN CHASE BANK NA ASSET MANAGEMENT 156,356
270 PARK AVENUE
NEW YORK,NY10017
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 arrow0
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
131,511,289
b
Average of monthly cash balances.......................
1b
420,557
c
Fair market value of all other assets (see instructions)................
1c
59,542
d
Total (add lines 1a, b, and c).........................
1d
131,991,388
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
131,991,388
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,979,871
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
130,011,517
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
6,500,576
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
6,500,576
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
157,335
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
157,335
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
6,343,241
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
6,343,241
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
6,343,241
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
5,621,207
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
5,621,207
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 6,343,241
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 5,346,726
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 5,621,207
a Applied to 2023, but not more than line 2a 5,346,726
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..... 274,481
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 .......... 		6,068,760
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....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

100 GARDENS

PO BOX 221831
CHARLOTTE,NC28222 		NONE 501(C)3 GENERAL SUPPORT 20,000

18 DEGREES FAMILY SERVICES FOR WESTERN MA

480 WEST ST
PITTSFIELD,MA01201 		NONE 501(C)3 GENERAL SUPPORT 10,000

ADIRONDACK HEALTH FOUNDATION

PO BOX 120
SARANAC LAKE,NY12983 		NONE 501(C)3 GENERAL SUPPORT 25,000

ADOPT-A-FAMILY OF THE PALM BEACHES

1712 2ND AVE N
LAKE WORTH BEACH,FL33460 		NONE 501(C)3 GENERAL SUPPORT 15,000

AMERICAN CANCER SOCIETY

1324 BELMONT STREET
BROCKTON,MA02301 		NONE 501(C)3 GENERAL SUPPORT 10,000

AMERICAN CANCER SOCIETY ASTRA ZENECA HOPE LODGE CENTER

125 SOUTH HUNTINGTON AVENUE
BOSTON,MA02130 		NONE 501(C)3 GENERAL SUPPORT 5,000

AMERICAN MUSEUM OF FLY FISHING

4070 MAIN ST
MANCHESTER,VT05254 		NONE 501(C)3 GENERAL SUPPORT 15,000

ARTS FOUNDATION OF CAPE COD

396 MAIN STREET STE 10
HYANNIS,MA02601 		NONE 501(C)3 GENERAL SUPPORT 30,000

BARNSTABLE CLEAN WATER COALITION

864 MAIN ST
OSTERVILLE,MA02655 		NONE 501(C)3 GENERAL SUPPORT 50,000

BARNSTABLE LAND TRUST

1540 MAIN STREET
WEST BARNSTABLE,MA02668 		NONE 501(C)3 GENERAL SUPPORT 10,000

BARRINGTON STAGE COMPANY

122 NORTH STREET
PITTSFIELD,MA01201 		NONE 501(C)3 GENERAL SUPPORT 10,000

BERKSHIRE AGRICULTURAL VENTURE

314 MAIN STREET
GREAT BARRINGTON,MA01230 		NONE 501(C)3 GENERAL SUPPORT 15,000

BERKSHIRE BOUNTY

33 COMMONWEALTH AVE
GREAT BARRINGTON,MA01230 		NONE 501(C)3 GENERAL SUPPORT 15,000

BERKSHIRE COMMUNITY COLLEGE FOUNDATION

1350 WEST STREET
PITTSFIELD,MA01201 		NONE 501(C)3 GENERAL SUPPORT 25,000

BERKSHIRE COUNTY KID'S PLACE

63 WENDELL AVENUE
PITTSFIELD,MA01201 		NONE 501(C)3 GENERAL SUPPORT 25,000

BERKSHIRE FILM AND MEDIA COLLABORATIVE

66 ALLEN STREET
PITTSFIELD,MA01201 		NONE 501(C)3 GENERAL SUPPORT 10,000

BERKSHIRE GROWN

314 MAIN STREET 15
GREAT BARRINGTON,MA01230 		NONE 501(C)3 GENERAL SUPPORT 5,000

BERKSHIRE HORSE WORKS

PO BOX 214
GREAT BARRINGTON,MA01230 		NONE 501(C)3 GENERAL SUPPORT 5,000

BERKSHIRE IMMIGRANT CENTER

67 EAST STREET
PITTSFIELD,MA01201 		NONE 501(C)3 GENERAL SUPPORT 15,000

BERKSHIRE INNOVATION CENTER

45 WOODLAWN AVE
PITTSFIELD,MA01201 		NONE 501(C)3 GENERAL SUPPORT 20,000

BERKSHIRE MUSEUM

39 SOUTH STREET
PITTSFIELD,MA01201 		NONE 501(C)3 GENERAL SUPPORT 25,000

BERKSHIRE RESOURCE PROJECT INC (THE MS SUPPORT FND)

85 MAIN ST STE 202
NORTH ADAMS,MA01247 		NONE 501(C)3 GENERAL SUPPORT 25,000

BERKSHIRE SCHOOL

245 N UNDERMOUNTAIN ROAD
SHEFFIELD,MA01257 		NONE 501(C)3 GENERAL SUPPORT 140,000

BERKSHIRE SOUTH COMMUNITY CENTER

15 CRISSEY ROAD
GREAT BARRINGTON,MA01230 		NONE 501(C)3 GENERAL SUPPORT 25,000

BERKSHIRE TACONIC COMMUNITY FOUNDATION

800 NORTH MAIN STREET
SHEFFIELD,MA01257 		NONE 501(C)3 GENERAL SUPPORT 125,000

BERKSHIRE UNITED WAY

200 SOUTH STREET
PITTSFIELD,MA01201 		NONE 501(C)3 GENERAL SUPPORT 25,000

BETHESDA HOSPITAL FOUNDATION

2815 S SEACREST BLVD
BOYNTON BEACH,FL33435 		NONE 501(C)3 GENERAL SUPPORT 250,000

BIANCHI BARBAROTTA FOUNDATION

C/O JAY BARBAROTTA 41 ACORN DR
WINDSOR LOCKS,CT06996 		NONE 501(C)3 GENERAL SUPPORT 20,000

BIG BROTHERSSISTERS OF THE CAPE AND ISLANDS

684 MAIN STREET
HYANNIS,MA02601 		NONE 501(C)3 GENERAL SUPPORT 35,000

BLUE COATS OF BARNSTABLE

65 PINEWOOD ROAD
HYANNIS,MA02647 		NONE 501(C)3 GENERAL SUPPORT 5,000

BOYS & GIRLS CLUB OF CAPE COD

31 FRANK E HICKS DR
MASHPEE,MA02649 		NONE 501(C)3 GENERAL SUPPORT 20,000

BOYS & GIRLS CLUB OF PALM BEACH COUNTY

800 NORTHPOINT PKWY STE 204
WEST PALM BEACH,FL33407 		NONE 501(C)3 GENERAL SUPPORT 150,000

BRIDGES ASSOCIATES

SUNFLOWER MARKETPLACE
YARMOUTH PORT,MA02675 		NONE 501(C)3 GENERAL SUPPORT 20,000

BRIEN CENTER FOR MENTAL HEALTH & SUBSTANCE ABUSE SVC

333 EAST STREET
PITTSFIELD,MA01201 		NONE 501(C)3 GENERAL SUPPORT 25,000

BRIGHAM AND WOMEN'S HOSPITAL

46 NORTH STREET
HYANNIS,MA02601 		NONE 501(C)3 GENERAL SUPPORT 300,000

CAHOON MUSEUM OF AMERICAN ART

4676 FALMOUTH ROAD
COTUIT,MA02635 		NONE 501(C)3 GENERAL SUPPORT 15,000

CAMP BOGGY CREEK

30500 BRANTLEY ROAD
EUSTIS,FL32736 		NONE 501(C)3 GENERAL SUPPORT 50,000

CAN DO MULTIPLE SCLEROSIS

100 W BEAVER CREEK BLVDSTE 200
AVON,CO81620 		NONE 501(C)3 GENERAL SUPPORT 55,000

CAPE COD ACADEMY

50 OSTERVILLE W BARNSTABLE RD
OSTERVILLE,MA02655 		NONE 501(C)3 GENERAL SUPPORT 25,000

CAPE COD COMMUNITY FOUNDATION

261 WHITES PATH UNIT 2
SOUTH YARMOUTH,MA02664 		NONE 501(C)3 GENERAL SUPPORT 50,000

CAPE COD HEALTHCARE FOUNDATION

32 MAIN STREET
HYANNIS,MA02601 		NONE 501(C)3 GENERAL SUPPORT 75,000

CAPE COD MARITIME MUSEUM

135 SOUTH STREET
HYANNIS,MA02601 		NONE 501(C)3 GENERAL SUPPORT 75,000

CAPE COD REGIONAL LAW ENFORCEMENT COUNCIL (MOTOR UNIT)

631 HARWICH ROAD
BREWSTER,MA02631 		NONE 501(C)3 GENERAL SUPPORT 10,000

CAPE COD SYMPHONY

1060 FALMOUTH ROAD
HYANNIS,MA02601 		NONE 501(C)3 GENERAL SUPPORT 75,000

CAPE COD YMCA

2245 IYANNNOUGH RD
WEST BARNSTABLE,MA02668 		NONE 501(C)3 GENERAL SUPPORT 50,000

CEDARS-SANAI MEDICAL CENTER

6500 WILSHIRE BLVD STE 1650
LOS ANGELES,CA90048 		NONE 501(C)3 GENERAL SUPPORT 100,000

COMMUNITY ACCESS TO THE ARTS

420 STOCKBRIDGE RD STE 2
GREAT BARRINGTON,MA01230 		NONE 501(C)3 GENERAL SUPPORT 15,000

COMMUNITY HOSPICE OF NORTHEAST FLORIDA

511 CRILL AVE
PALATKA,FL32177 		NONE 501(C)3 GENERAL SUPPORT 75,000

CONNECTICUT COLLEGE

270 MOHEGAN AVE PKWY
NEW LONDON,CT06320 		NONE 501(C)3 GENERAL SUPPORT 5,000

CONSTRUCT INC

41 MAHAINE STREET
GREAT BARRINGTON,MA01230 		NONE 501(C)3 GENERAL SUPPORT 20,000

COTUIT CENTER FOR THE ARTS

4404 FALMOUTH RD
COTUIT,MA02635 		NONE 501(C)3 GENERAL SUPPORT 10,000

COX SCIENCE CENTER

4801 DREHER TRAIL N
WEST PALM BEACH,FL33405 		NONE 501(C)3 GENERAL SUPPORT 15,000

DANA FARBER CANCER INSTITUTE

C/O HILLARY RAPUCCI 10 BROOKLINE DR
BROOKLINE,MA02455 		NONE 501(C)3 GENERAL SUPPORT 250,000

DREAMS COME TRUE

6803 SOUTHPOINT PKWY
JACKSONVILLE,FL32216 		NONE 501(C)3 GENERAL SUPPORT 25,000

FAIRVIEW HOSPITAL-GREAT BARRINGTON MA

29 LEWIS AVENUE
GREAT BARRINGTON,MA01230 		NONE 501(C)3 GENERAL SUPPORT 50,000

FORT TICONDEROGA

102 FORT TI ROAD
TICONDEROGA,NY12883 		NONE 501(C)3 GENERAL SUPPORT 20,000

FRANKLIN PIERCE UNIVERSITY

40 UNIVERSITY DRIVE
RINDGE,NH03461 		NONE 501(C)3 GENERAL SUPPORT 25,000

GOSNOLD INC

200 TER HEUN DRIVE
FALMOUTH,MA02540 		NONE 501(C)3 GENERAL SUPPORT 10,000

GREENAGERS INC

62 UNDERMOUNTAIN RD PO BOX 157
SOUTH EGREMONT,MA01258 		NONE 501(C)3 GENERAL SUPPORT 25,000

HABITAT FOR HUMANITY GREATER PALM BEACH COUNTY

1900 N FEDERAL HWY
DELRAY BEACH,FL33483 		NONE 501(C)3 GENERAL SUPPORT 15,000

HANCOCK SHAKER VILLAGE

1843 W HOUSATONIC ST
PITTSFIELD,MA00201 		NONE 501(C)3 GENERAL SUPPORT 10,000

HAWAII PUBLIC LAND TRUST

126 QUEEN STREET SUITE 306
HONOLULU,HI96813 		NONE 501(C)3 GENERAL SUPPORT 5,000

HERITAGE PLANTATION OF SANDWICH

67 GROVE STREET
SANDWICH,MA02563 		NONE 501(C)3 GENERAL SUPPORT 150,000

HILLCREST EDUCATION CENTERS

788 SOUTH STREET
PITTSFIELD,MA01201 		NONE 501(C)3 GENERAL SUPPORT 35,000

HOOSAC SCHOOL

14 PINE VALLEY ROAD
HOOSICK,NY12089 		NONE 501(C)3 GENERAL SUPPORT 100,000

HOSPICE CARE IN THE BERKSHIRES

369 SOUTH STREET
PITTSFIELD,MA01201 		NONE 501(C)3 GENERAL SUPPORT 10,000

HOSPICE OF PALM BEACH COUNTY INC

1625 S CONGRESS AVE 100
DELRAY BEACH,FL33445 		NONE 501(C)3 GENERAL SUPPORT 75,000

HOUSING ASSISTANCE CORP

46O W MAIN STREET
HYANNIS,MA02601 		NONE 501(C)3 GENERAL SUPPORT 50,000

JEEP SULLIVAN WOUNDED WARRIOR

1460 BOSWELL ROAD
BONIFAY,FL32425 		NONE 501(C)3 GENERAL SUPPORT 15,000

KAUAI ANIMAL EDUCATION CENTER

1234 UILAMA RD
KAPAA,HI96746 		NONE 501(C)3 GENERAL SUPPORT 2,500

KAUAI FOOD BANK

3285 WAAPA ROAD
LIHUE,HI96766 		NONE 501(C)3 GENERAL SUPPORT 6,000

KAUAI HABITAT FOR HUMANITY

PO BOX 28
ELEELE,HI96705 		NONE 501(C)3 GENERAL SUPPORT 14,000

KAUAI INVASIVE SPECIES COMMITTEE

7370K KUAMOO ROAD
KAPAA,HI96746 		NONE 501(C)3 GENERAL SUPPORT 4,000

KAUAI LIFEGUARD ASSOCIATION

160 LANI ALII PLACE
KAPAA,HI96746 		NONE 501(C)3 GENERAL SUPPORT 7,500

LAW ENFORCEMENT OFFICERS SUPPORT FND

31 HOLMES TERRACE
PLYMOUTH,MA02360 		NONE 501(C)3 GENERAL SUPPORT 25,000

LEADERSHIP KAUAI

PO BOX 1567
LIHUE,HI96766 		NONE 501(C)3 GENERAL SUPPORT 3,500

LIFESCAPE FOUNDATION SOUTH DAKOTA

1020 W 18TH STREET
SIOUX FALLS,SD57104 		NONE 501(C)3 GENERAL SUPPORT 25,000

LITERACY COALITION OF PALM BEACH COUNTY

3651 QUANTUM BLVD
BOYNTON BEACH,FL33426 		NONE 501(C)3 GENERAL SUPPORT 50,000

LITERACY NETWORK OF SOUTH BERKSHIRE

100 MAIN STREET
LEE,MA01238 		NONE 501(C)3 GENERAL SUPPORT 20,000

LOGGERHEAD MARINELIFE CENTER

14200 US HWY 1
JUNO BEACH,FL33408 		NONE 501(C)3 GENERAL SUPPORT 35,000

MALAMA KAUAI

PO BOX 1414
KILAUEA,HI96754 		NONE 501(C)3 GENERAL SUPPORT 16,000

MALIVAI WASHINGTON KIDS FOUNDATION

1096 W 6TH ST
JACKSONVILLE,FL32209 		NONE 501(C)3 GENERAL SUPPORT 55,000

MASSACHUSETTS AUDUBON SOCIETY

208 SOUTH GREAT RD
LINCOLN,MA01773 		NONE 501(C)3 GENERAL SUPPORT 25,000

MASSACHUSETTS COLLEGE OF LIBERAL ARTS

375 CHURCH ST
NORTH ADAMS,MA01247 		NONE 501(C)3 GENERAL SUPPORT 25,000

MAYO CLINIC JACKSONVILLE

824 CHILDRENS WAY
JACKSONVILLE,FL32207 		NONE 501(C)3 GENERAL SUPPORT 250,000

MSPCA CAPE COD

1577 FALMOUTH ROAD
CENTERVILLE,MA02632 		NONE 501(C)3 GENERAL SUPPORT 10,000

MYSTIC SEAPORT

75 GREENMANVILLE AVE PO BOX 6000
MYSTIC,CT06355 		NONE 501(C)3 GENERAL SUPPORT 175,000

NAMI CAPE COD

5 MARK LANE 3
HYANNIS,MA02601 		NONE 501(C)3 GENERAL SUPPORT 100,000

NATIONAL MS SOCIETY-NORTH FLORIDA CHAPTER

8940 WESTERN WAY STE16
JACKSONVILLE,FL32256 		NONE 501(C)3 GENERAL SUPPORT 250,000

NATIONAL MULTIPLE SCLEROSIS SOCIETY

PO BOX 91891
WASHINGTON,DC20090 		NONE 501(C)3 GENERAL SUPPORT 350,000

NATIONAL TROPICAL BOTANICAL GARDEN

3530 PAPALINA ROAD
KALAHEO,HI96741 		NONE 501(C)3 GENERAL SUPPORT 4,000

NEW YORK SKI EDUCATIONAL FOUNDATION

5021 NY-86
WILMINGTON,NY12997 		NONE 501(C)3 GENERAL SUPPORT 25,000

NORTHWOOD SCHOOL

92 NORTHWOOD RD
LAKE PLACID,NY12946 		NONE 501(C)3 GENERAL SUPPORT 25,000

OSTERVILLE FREE LIBRARY

2028 43 WIANNO AVE
OSTERVILLE,MA02655 		NONE 501(C)3 GENERAL SUPPORT 25,000

OSTERVILLE HISTORICAL SOCIETY

155 W BAY ROAD
OSTERVILLE,MA02655 		NONE 501(C)3 GENERAL SUPPORT 15,000

PALM BEACH SYMPHONY

400 HIBISCUS STREET 100
WEST PALM BEACH,FL33401 		NONE 501(C)3 GENERAL SUPPORT 15,000

PALM BEACH ZOO AND CONSERVATION SOCIETY

1302 SUMMIT BLVD
WEST PALM BEACH,FL33405 		NONE 501(C)3 GENERAL SUPPORT 125,000

PEGGY ADAMS ANIMAL RESCUE LEAGUE

3200 N MILITARY TRAIL 3100
WEST PALM BEACH,FL33409 		NONE 501(C)3 GENERAL SUPPORT 15,000

PITTSFIELD BOYS AND GIRLS CLUB

16 MELVILLE STREET
PITTSFIELD,MA01201 		NONE 501(C)3 GENERAL SUPPORT 25,000

PITTSFIELD YMCA

292 NORTH STREET
PITTSFIELD,MA01201 		NONE 501(C)3 GENERAL SUPPORT 25,000

PLAY TO LEAD FOUNDATION

C/O ETHAN KLEPETAR 342 MAIN ST
GREAT BARRINGTON,MA01230 		NONE 501(C)3 GENERAL SUPPORT 25,000

RAILROAD STREET YOUTH PROJECT

P O BOX 698
GREAT BARRINGTON,MA01230 		NONE 501(C)3 GENERAL SUPPORT 25,000

REVOLUTIONARY SPACES

310 WASHINGTON STREET
BOSTON,MA02108 		NONE 501(C)3 GENERAL SUPPORT 10,000

ROGER WILLIAMS UNIVERSITY

1 OLD PERRY ROAD
BRISTOL,RI02809 		NONE 501(C)3 GENERAL SUPPORT 25,000

SECOND CHANCE INITIATIVE

7400 N FEDERAL HWY A8
BOCA RATON,FL33487 		NONE 501(C)3 GENERAL SUPPORT 20,000

SPAULDING REHABILITATION HOSPITAL CAPE COD

311 SERVICE ROAD
EAST SANDWICH,MA02537 		NONE 501(C)3 GENERAL SUPPORT 150,000

ST PETERS CHURCH

421 WIANNO AVE
OSTERVILLE,MA02655 		NONE 501(C)3 GENERAL SUPPORT 25,000

STURGIS MOTORCYCLE MUSEUM AND HALL OF FAME

999 MAIN STREET
STURGIS,SD57785 		NONE 501(C)3 GENERAL SUPPORT 25,000

TAPESTRY HEALTH

1985 MAIN ST 2ND FL STE 202
SPRINGFIELD,MA01103 		NONE 501(C)3 GENERAL SUPPORT 5,000

THE LORD'S PLACE

2808 N AUSTRALIAN AVE
WEST PALM BEACH,FL33407 		NONE 501(C)3 GENERAL SUPPORT 15,000

THIRD WAY CENTER INC

PO BOX 61385
DENVER,CO80206 		NONE 501(C)3 GENERAL SUPPORT 10,000

TRI-COUNTY ANIMAL RESCUE

21287 BOCA RIO ROAD
BOCA RATON,FL33433 		NONE 501(C)3 GENERAL SUPPORT 15,000

TRINITY PAWLING SCHOOL

700 NY-22
PAWLING,NY12564 		NONE 501(C)3 GENERAL SUPPORT 25,000

VILAR PERFORMING ARTS CENTER

68 AVONDALE LANE
BEAVER CREEK,CO81620 		NONE 501(C)3 GENERAL SUPPORT 10,000

VOLUNTEERS IN MEDICINE

777 MAIN STR STE 4
GREAT BARRINGTON,MA01230 		NONE 501(C)3 GENERAL SUPPORT 30,000

WAIPA FOUNDATION

5-5785 KUHIO HWY A
HANALEI,HI96714 		NONE 501(C)3 GENERAL SUPPORT 5,000

WELLSTRONG INC

6 ALPHONSE STREET
FALMOUTH,MA02536 		NONE 501(C)3 GENERAL SUPPORT 50,000

WHEELS THROUGH TIME MUSEUM

62 VINTAGE LN
MAGGIE VALLEY,NC28751 		NONE 501(C)3 GENERAL SUPPORT 10,000

YWCA OF KAUAI

3094 ELUA ST
LIHUE,HI96766 		NONE 501(C)3 GENERAL SUPPORT 2,000

YWCA OF KAUAI-FRIENDS OF KAMALANI AND LYDGATE PARK

3094 ELUA ST
LIHUE,HI96766 		NONE 501(C)3 GENERAL SUPPORT 1,500

VETERANS ON THE 48

430 HIGHLAND STREET
EAST,MA02333 		NONE 501(C)3 GENERAL SUPPORT 5,000

CAPE COD MUSEUM OF ART

PO BOX 2034
DENNIS,MA02638 		NONE 501(C)3 GENERAL SUPPORT 25,000

HYANNIS PUBLIC LIBRARY

401 MAIN STREET
HYANNIS,MA02601 		NONE 501(C)3 GENERAL SUPPORT 50,000

HANALEI INITIATIVE

PO BOX 422
HANALEI,HI96714 		NONE 501(C)3 GENERAL SUPPORT 4,000

WARRIORS FOR LIFE FOUNDATION

309 ARAGONA BLVD SUITE 107-108
VIRGINIA BEACH,VA23462 		NONE 501(C)3 GENERAL SUPPORT 25,000

US FENCING FOUNDATION

210 USA CYCLING POINT 120
COLORADO,CO80919 		NONE 501(C)3 GENERAL SUPPORT 50,000

MULTIPLYING GOOD

348 WEST 57TH STREET NO 115
NEW YORK,NY10019 		NONE 501(C)3 GENERAL SUPPORT 25,000
Total .................................right arrow 3a 5,530,000
bApproved for future payment
Total ................................. right arrow 3b 0
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 1,692,226  
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 .....     14 17,162  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 9,738,869  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 11,448,257 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
11,448,257
(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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
DONALD C MCGRAW FOUNDATION INC
 
Employer identification number

13-6165603
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
DONALD C MCGRAW FOUNDATION INC
  		Employer identification number
13-6165603
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
DONALD C MCGRAW LEAD ANNUITY TRUST
 
C/O JPMORGAM CHASE BANK NA
 
NEW YORK, NY10179

$ 95,873


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
DONALD C MCGRAW FOUNDATION INC
  		Employer identification number

13-6165603
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
DONALD C MCGRAW FOUNDATION INC
  		Employer identification number

13-6165603
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
DONALD C MCGRAW FOUNDATION INC
EIN:
13-6165603
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 15,114 15,114   0

TY 2024 InvestmentsOtherSchedule2
Name:
DONALD C MCGRAW FOUNDATION INC
EIN:
13-6165603
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
INVESTMENTS AT COST 36,023,299 137,975,229

TY 2024 LegalFeesSchedule
Name:
DONALD C MCGRAW FOUNDATION INC
EIN:
13-6165603
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ATTORNEY FEES 8,771 8,771   0


TY 2024 OtherDecreasesSchedule
Name:
DONALD C MCGRAW FOUNDATION INC
EIN:
13-6165603
Description Amount
INVESTMENT COST BASIS ADJUSTMENT 25,956


TY 2024 OtherExpensesSchedule
Name:
DONALD C MCGRAW FOUNDATION INC
EIN:
13-6165603
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSE 26,058 13,029   13,029
ANNUAL REPORT 3,000 3,000   0
PENALTIES 104 0   0


TY 2024 OtherIncomeSchedule2
Name:
DONALD C MCGRAW FOUNDATION INC
EIN:
13-6165603
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
JPMORGAN CHASE BANK NA-7009 17,162 17,162 17,162


TY 2024 OtherProfessionalFeesSchedule
Name:
DONALD C MCGRAW FOUNDATION INC
EIN:
13-6165603
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MANAGEMENT FEES 156,356 78,178   78,178


TY 2024 TaxesSchedule
Name:
DONALD C MCGRAW FOUNDATION INC
EIN:
13-6165603
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 75,589 0   0
FOREIGN TAX PAID 11,071 11,071   0