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 02-01-2024 , and ending 01-31-2025
Name of foundation
ELMER DELOURA FOR SCHOLARSHIPS SCH9004
 
Number and street (or P.O. box number if mail is not delivered to street address)89 N MAIN STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CONCORD, NH03301
A Employer identification number

04-6460749
B Telephone number (see instructions)

(603) 223-2712
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$5,482,988J 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... 112,033 112,033  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,289,861
b Gross sales price for all assets on line 6a 6,202,800
7 Capital gain net income (from Part IV, line 2)... 1,289,861
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........ 1,401,894 1,401,894  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 61,076 36,646   24,430
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
13,684 6,842 0 6,842
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,250 625 0 625
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
8,416 6,011   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
11,617 6,632   4,018
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 96,043 56,756 0 35,915
25 Contributions, gifts, grants paid....... 230,500 230,500
26 Total expenses and disbursements. Add lines 24 and 25 326,543 56,756 0 266,415
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,075,351
b Net investment income (if negative, enter -0-) 1,345,138
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.............   1,000 1,000
2 Savings and temporary cash investments......... 198,469 433,679 433,679
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)....... 4,232,632 Click to see attachment
List of Attached Documents:
// Content
3,350,851 		3,323,465
c Investments—corporate bonds (attach schedule).......   Click to see attachment
List of Attached Documents:
// Content
1,725,270 		1,724,844
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) 4,431,101 5,510,800 5,482,988
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........ 4,431,101 5,510,800
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)..... 4,431,101 5,510,800
30 Total liabilities and net assets/fund balances (see instructions). 4,431,101 5,510,800
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
4,431,101
2
Enter amount from Part I, line 27a .....................
2
1,075,351
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
4,348
4
Add lines 1, 2, and 3 ..........................
4
5,510,800
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,510,800
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 1568.065 AGGREGATE BOND CTF   2021-01-07 2024-02-29
b 3558.916 AGGREGATE BOND CTF   2021-01-31 2024-02-29
c 2260. ISHARES USA MIN VOL ETF   2022-09-30 2024-02-29
d 494.448 PRINCIPAL MID CAP   2017-02-02 2024-02-29
e 19. VANGUARD INDEX FDS S&P ETF   2023-01-31 2024-02-29
174. ISHARES S&P 400 MIDCAP INDEX   2020-03-20 2024-07-08
313. VANGUARD RUSSELL 1000 ET GROWTH   2024-02-29 2024-07-08
118. VANGUARD INDEX FDS S&P ETF   2023-01-31 2024-07-08
151.94 MID CAP GROWTH CTF   2014-03-14 2024-07-12
98.144 DIVIDEND INCOME COMMON TRUST FUND   2014-03-14 2024-07-12
1776.459 LARGE CAP CORE COMMON TRUST FUND   2024-02-29 2024-07-12
281.105 EMERGING MARKETS STOCK COMMON TRUST FUND   2021-01-07 2024-10-31
305.485 EMERGING MARKETS STOCK COMMON TRUST FUND   2021-01-31 2024-10-31
39.878 EMERGING MARKETS STOCK COMMON TRUST FUND   2018-11-30 2024-10-31
849.575 EMERGING MARKETS STOCK COMMON TRUST FUND   2014-03-14 2024-10-31
31.505 MID CAP GROWTH CTF   2014-03-14 2024-10-31
52.467 DIVIDEND INCOME COMMON TRUST FUND   2014-03-14 2024-10-31
145. ISHARES S&P 400 MIDCAP INDEX   2020-03-20 2024-10-31
124.799 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS   2023-01-31 2024-10-31
25.515 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS   2019-01-31 2024-10-31
282.594 PRINCIPAL MID CAP   2017-02-02 2024-10-31
1080.628 MID CAP CORE COMMON TRUST FUND   2018-01-31 2024-10-31
403.275 SMALL CAP CORE COMMON TRUST FUND   2018-01-31 2024-10-31
215.745 MID CAP VALUE COMMON TRUST FUND   2014-03-14 2024-10-31
2660.654 AGGREGATE BOND CTF   2021-01-31 2024-12-06
1426.619 AGGREGATE BOND CTF   2020-01-17 2024-12-06
531.073 AGGREGATE BOND CTF   2019-06-30 2024-12-06
1381.779 AGGREGATE BOND CTF   2021-11-30 2024-12-06
302.832 AGGREGATE BOND CTF   2019-04-30 2024-12-06
12148.536 AGGREGATE BOND CTF   2014-03-14 2024-12-06
4629.784 AGGREGATE BOND CTF   2017-01-31 2024-12-06
10318.775 AGGREGATE BOND CTF   2019-01-31 2024-12-06
2293.892 AGGREGATE BOND CTF   2024-10-31 2024-12-06
1145.882 AGGREGATE BOND CTF   2022-05-31 2024-12-06
10658.828 AGGREGATE BOND CTF   2022-07-15 2024-12-06
4058.591 AGGREGATE BOND CTF   2023-07-31 2024-12-06
4452.046 AGGREGATE BOND CTF   2022-10-21 2024-12-06
1343.252 SMALL CAP GROWTH LEADERS CTF   2024-02-29 2024-12-06
617.313 SMALL CAP GROWTH LEADERS CTF   2013-02-08 2024-12-06
1071.977 SMALL CAP GROWTH LEADERS CTF   2022-01-31 2024-12-06
1202.939 EMERGING MARKETS STOCK COMMON TRUST FUND   2014-03-14 2024-12-06
468.995 EMERGING MARKETS STOCK COMMON TRUST FUND   2021-11-30 2024-12-06
1240.836 EMERGING MARKETS STOCK COMMON TRUST FUND   2023-01-31 2024-12-06
465.616 EMERGING MARKETS STOCK COMMON TRUST FUND   2022-05-31 2024-12-06
1411.044 SMALL CAP VALUE CTF   2024-02-29 2024-12-06
316.124 SMALL CAP VALUE CTF   2013-02-08 2024-12-06
637.515 SMALL CAP VALUE CTF   2019-01-31 2024-12-06
661.004 SMALL CAP VALUE CTF   2020-03-20 2024-12-06
812.693 MID CAP GROWTH CTF   2014-03-14 2024-12-06
1005.095 MID CAP GROWTH CTF   2019-01-31 2024-12-06
332.762 MID CAP GROWTH CTF   2021-11-30 2024-12-06
395.301 MID CAP GROWTH CTF   2022-01-31 2024-12-06
137.17 DIVIDEND INCOME COMMON TRUST FUND   2014-03-14 2024-12-06
697.876 DIVIDEND INCOME COMMON TRUST FUND   2019-06-30 2024-12-06
1111.057 DIVIDEND INCOME COMMON TRUST FUND   2020-04-17 2024-12-06
7523.037 INTERNATIONAL FOCUSED EQUITY CTF   2014-03-14 2024-12-06
9549.283 INTERNATIONAL FOCUSED EQUITY CTF   2013-05-24 2024-12-06
325.289 INTERNATIONAL FOCUSED EQUITY CTF   2020-03-20 2024-12-06
1455.168 LARGE CAP CORE COMMON TRUST FUND   2024-02-29 2024-12-06
7567.347 LARGE CAP CORE COMMON TRUST FUND   2018-01-31 2024-12-06
4290.871 LARGE CAP CORE COMMON TRUST FUND   2018-06-30 2024-12-06
46.701 LARGE CAP CORE COMMON TRUST FUND   2022-05-31 2024-12-06
5523.541 LARGE CAP CORE COMMON TRUST FUND   2018-03-31 2024-12-06
12812.392 MID CAP CORE COMMON TRUST FUND   2018-01-31 2024-12-06
5958.148 SMALL CAP CORE COMMON TRUST FUND   2018-01-31 2024-12-06
5261.982 SMALL CAP CORE COMMON TRUST FUND   2019-01-31 2024-12-06
1498.838 MID CAP VALUE COMMON TRUST FUND   2014-03-14 2024-12-06
1244.454 MID CAP VALUE COMMON TRUST FUND   2019-01-31 2024-12-06
482.695 MID CAP VALUE COMMON TRUST FUND   2020-06-30 2024-12-06
1924.646 BLACKROCK EQTY DIVIDEND FUND CL K   2024-02-29 2025-01-10
10868.543 BLACKROCK EQTY DIVIDEND FUND CL K   2023-01-31 2025-01-10
566. ISHARES S&P 400 MIDCAP INDEX   2020-03-20 2025-01-10
70. ISHARES S&P 400 MIDCAP INDEX   2020-03-20 2025-01-10
2750. ISHARES S&P 400 MIDCAP INDEX   2013-02-05 2025-01-10
1824.419 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS   2019-01-31 2025-01-10
568.562 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS   2020-03-23 2025-01-10
888.158 PIMCO FOREIGN BD FD USD H-INST #103   2024-10-31 2025-01-10
5381.148 PIMCO FOREIGN BD FD USD H-INST #103   2023-01-31 2025-01-10
4468.112 PIMCO FOREIGN BD FD USD H-INST #103   2022-10-21 2025-01-10
2209.415 PRINCIPAL MID CAP   2017-02-02 2025-01-10
1231.791 PRINCIPAL MID CAP   2020-03-23 2025-01-10
147. VANGUARD FTSE DEVELOPED MKT   2024-10-31 2025-01-10
2254. VANGUARD FTSE DEVELOPED MKT   2017-01-31 2025-01-10
2190. VANGUARD FTSE DEVELOPED MKT   2016-05-31 2025-01-10
244. VANGUARD FTSE DEVELOPED MKT   2022-09-30 2025-01-10
67. VANGUARD FTSE DEVELOPED MKT   2020-03-20 2025-01-10
1411. VANGUARD FTSE DEVELOPED MKT   2020-03-20 2025-01-10
1576. VANGUARD FTSE EMERGING MARKETS ETF   2021-01-29 2025-01-10
195. VANGUARD FTSE EMERGING MARKETS ETF   2021-11-30 2025-01-10
2331. VANGUARD FTSE EMERGING MARKETS ETF   2024-10-31 2025-01-10
3. VANGUARD FTSE EMERGING MARKETS ETF   2023-01-31 2025-01-10
2. VANGUARD FTSE EMERGING MARKETS ETF   2023-01-31 2025-01-10
314. VANGUARD FTSE EMERGING MARKETS ETF   2023-01-31 2025-01-10
129. VANGUARD FTSE EMERGING MARKETS ETF   2023-01-31 2025-01-10
201. VANGUARD RUSSELL 1000 ET GROWTH   2024-02-29 2025-01-10
2069. VANGUARD RUSSELL 1000 ET GROWTH   2023-01-31 2025-01-10
93. VANGUARD RUSSELL 1000 ET GROWTH   2023-01-31 2025-01-10
1. VANGUARD RUSSELL 1000 ET GROWTH   2023-01-31 2025-01-10
26. VANGUARD INDEX FDS S&P ETF   2023-01-31 2025-01-10
9. VANGUARD INDEX FDS S&P ETF   2023-01-31 2025-01-10
33. VANGUARD INDEX FDS S&P ETF   2023-01-31 2025-01-10
809. VANGUARD INDEX FDS S&P ETF   2016-01-08 2025-01-10
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 23,549   26,985 -3,436
b 53,447   59,940 -6,493
c 183,862   151,697 32,165
d 20,267   11,504 8,763
e 8,881   7,055 1,826
10,110   4,540 5,570
30,467   26,684 3,783
60,210   43,814 16,396
10,741   10,886 -145
11,518   12,167 -649
37,416   36,776 640
17,094   21,245 -4,151
18,576   22,443 -3,867
2,425   2,586 -161
51,662   54,140 -2,478
2,291   2,290 1
6,365   7,053 -688
9,050   3,783 5,267
9,452   6,413 3,039
1,933   1,212 721
12,875   6,575 6,300
17,779   15,494 2,285
5,692   5,270 422
12,408   12,439 -31
40,716   44,409 -3,693
21,831   23,761 -1,930
8,127   8,743 -616
21,145   22,696 -1,551
4,634   4,865 -231
185,908   194,892 -8,984
70,849   73,669 -2,820
157,907   163,581 -5,674
35,103   34,667 436
17,535   16,893 642
163,111   155,226 7,885
62,108   58,995 3,113
68,129   60,229 7,900
76,579   71,956 4,623
35,193   28,897 6,296
61,114   46,057 15,057
73,950   81,286 -7,336
28,831   27,735 1,096
76,280   71,715 4,565
28,624   22,802 5,822
82,166   74,016 8,150
18,408   16,453 1,955
37,123   33,088 4,035
38,491   27,391 11,100
67,424   62,780 4,644
83,387   77,367 6,020
27,607   25,316 2,291
32,796   26,824 5,972
17,199   18,615 -1,416
87,503   91,341 -3,838
139,309   143,465 -4,156
138,429   127,779 10,650
175,713   154,418 21,295
5,986   4,557 1,429
33,253   32,214 1,039
172,927   145,681 27,246
98,054   80,947 17,107
1,067   869 198
126,222   102,479 23,743
227,389   194,073 33,316
92,071   80,887 11,184
81,313   68,271 13,042
90,212   89,319 893
74,901   70,593 4,308
29,052   25,661 3,391
36,183   38,070 -1,887
204,329   210,306 -5,977
35,119   14,767 20,352
4,343   1,807 2,536
170,633   60,380 110,253
137,123   86,647 50,476
42,733   23,495 19,238
8,739   8,775 -36
52,951   51,067 1,884
43,966   41,777 2,189
96,286   51,403 44,883
53,681   24,603 29,078
7,037   7,339 -302
107,896   85,365 22,531
104,832   80,187 24,645
11,680   8,918 2,762
3,207   2,047 1,160
67,543   42,992 24,551
67,766   81,550 -13,784
8,385   9,556 -1,171
100,230   108,125 -7,895
129   126 3
86   84 2
13,502   13,222 280
5,547   5,423 124
20,779   17,136 3,643
213,887   122,818 91,069
9,614   5,514 4,100
103   59 44
14,007   9,654 4,353
4,849   3,336 1,513
17,778   12,163 5,615
435,837   143,759 292,078
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
      29,098
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       -3,436
b       -6,493
c       32,165
d       8,763
e       1,826
      5,570
      3,783
      16,396
      -145
      -649
      640
      -4,151
      -3,867
      -161
      -2,478
      1
      -688
      5,267
      3,039
      721
      6,300
      2,285
      422
      -31
      -3,693
      -1,930
      -616
      -1,551
      -231
      -8,984
      -2,820
      -5,674
      436
      642
      7,885
      3,113
      7,900
      4,623
      6,296
      15,057
      -7,336
      1,096
      4,565
      5,822
      8,150
      1,955
      4,035
      11,100
      4,644
      6,020
      2,291
      5,972
      -1,416
      -3,838
      -4,156
      10,650
      21,295
      1,429
      1,039
      27,246
      17,107
      198
      23,743
      33,316
      11,184
      13,042
      893
      4,308
      3,391
      -1,887
      -5,977
      20,352
      2,536
      110,253
      50,476
      19,238
      -36
      1,884
      2,189
      44,883
      29,078
      -302
      22,531
      24,645
      2,762
      1,160
      24,551
      -13,784
      -1,171
      -7,895
      3
      2
      280
      124
      3,643
      91,069
      4,100
      44
      4,353
      1,513
      5,615
      292,078
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 1,289,861
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 18,697
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 18,697
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 18,697
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,096
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 2,096
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 16,601
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 arrowMA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowNEW HAMPSHIRE TRUST, ATTN PAUL M PROVOST Telephone no.right arrow (603) 223-2712

Located atright arrow89 N MAIN STREETCONCORDNH ZIP+4right arrow03301
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
BANK OF AMERICA TRUSTEE
1 		61,076    
PO BOX 653067
DALLAS,TX752653067
NEW HAMPSHIRE TRUST TRUSTEE
1 		0    
89 N MAIN STREET
CONCORD,NH03301
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
4,196,184
b
Average of monthly cash balances.......................
1b
491,231
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,687,415
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
4,687,415
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
70,311
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,617,104
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
230,855
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
230,855
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
18,697
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
18,697
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
212,158
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
212,158
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
212,158
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
266,415
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
266,415
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 7 212,158
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 266,415
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 212,158
e Remaining amount distributed out of corpus 54,257
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 54,257
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		54,257
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.... 54,257
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
SCHOLARSHIP AMERICA INC JULIE DIED
ONE SCHOLARSHIP WAY
ST PETER,MN56082
(507) 931-0625
bThe form in which applications should be submitted and information and materials they should include:
APPLICATIONS ARE AVAILABLE AT THE GUIDANCE OFFICE OF MARTHA'S VINEYARD SCHOOLS
cAny submission deadlines:
MARCH 15th ANNUALLY
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
APPLICANTS MUST BE RESIDENTS OF MARTHA'S VINEYARD ENROLLING AND/OR ATTENDING AN ACCREDITED 2 OR 4-YEAR COLLEGE, UNIVERSITY OR VOCATIONAL-TECHNICAL SCHOOL AS FULL-TIME STUDE
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

BATES COLLEGE

2 ANDREWS RD
Lewiston,ME04240 		NONE PC SCHOLARSHIP 6,000

Pennsylvania State University

201 OLD MAIN
University Park,PA16802 		NONE PC SCHOLARSHIP 7,000

CURRY COLLEGE

1071 BLUE HILL AVE
Milton,MA02186 		NONE PC SCHOLARSHIP 12,000

Belmont University

1900 BELMONT BLVD
NASHVILLE,TN37212 		NONE PC SCHOLARSHIP 2,500

UMass Amherst

300 MASSACHUSETTS AVE
Amherst,MA01003 		NONE PC SCHOLARSHIP 45,500

Quinnipiac University

275 MOUNT CARMEL AVE
Hamden,CT06518 		NONE PC SCHOLARSHIP 5,000

American University

4400 MASSACHUSETTS AVENUE NW
Washington,DC20016 		NONE PC SCHOLARSHIP 7,000

Providence College

1 CUNNINGHAM SQ
Providence,RI02918 		NONE PC SCHOLARSHIP 10,000

Bridgewater State University

131 SUMMER ST
Bridgewater,MA02325 		NONE PC SCHOLARSHIP 7,000

Emerson College

120 BOYLSTON ST
Boston,MA02116 		NONE PC SCHOLARSHIP 13,000

Trinity College

300 SUMMIT ST
Hartford,CT06106 		NONE PC SCHOLARSHIP 3,000

San Diego State University

5500 CAMPANILE DR
San Diego,CA92182 		NONE PC SCHOLARSHIP 6,000

Fairfield University

1073 N BENSON RD
Fairfield,CT06824 		NONE PC SCHOLARSHIP 6,000

Embry Riddle Aeronautical University

600 S CLYDE MORRIS BLVD
Daytona Beach,FL32114 		NONE PC SCHOLARSHIP 5,000

College of Charleston

66 GEORGE ST
Charleston,SC29424 		NONE PC SCHOLARSHIP 3,000

Colorado Mesa University

1100 NORTH AVE
Grand Junction,CO81501 		NONE PC SCHOLARSHIP 6,000

Boston University

1 SILBER WAY
Boston,MA02215 		NONE PC SCHOLARSHIP 5,000

Yale University

205 PROSPECT ST
New Haven,CT06511 		NONE PC SCHOLARSHIP 7,000

New England Institute of Technology

1 NEW ENGLAND TECH BLVD
East Greenwich,RI02818 		NONE PC SCHOLARSHIP 7,000

Savannah College of Art and Design

516 DRAYTON ST
Savannah,GA314015651 		NONE PC SCHOLARSHIP 6,000

Hofstra University

100 HOFSTRA UNIVERSITY
Hempstead,NY11549 		NONE PC SCHOLARSHIP 7,000

Clark University

950 MAIN ST
Worcester,MA01610 		NONE PC SCHOLARSHIP 5,000

California Polytechnic State University

1 GRAND AVE
San Luis Obispo,CA93407 		NONE PC SCHOLARSHIP 3,000

Colorado State University

900 OVAL DR
Fort Collins,CO80523 		NONE PC SCHOLARSHIP 2,500

University of San Diego

5998 ALCALA PARK
San Diego,CA92110 		NONE PC SCHOLARSHIP 6,000

Arizona State University

1151 S FOREST AVE
TEMPE,AZ85287 		NONE PC SCHOLARSHIP 10,000

Florida State University

600 W COLLEGE AVE
Tallahassee,FL32306 		NONE PC SCHOLARSHIP 10,000

Bridgton Academy

11 ACADEMY LN
North Bridgton,ME04057 		NONE PC SCHOLARSHIP 5,000

Vassar College

124 RAYMOND AVE
Poughkeepsie,NY12604 		NONE PC SCHOLARSHIP 10,000

Connecticut College

270 MOHEGAN AVE
New London,CT06320 		NONE PC SCHOLARSHIP 3,000
Total .................................right arrow 3a 230,500
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 ....     14 112,033  
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 1,289,861  
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) ..   1,401,894  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,401,894
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
ELMER DELOURA FOR SCHOLARSHIPS SCH9004
EIN:
04-6460749
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREP FEE 1,250 625   625

TY 2024 InvestmentsCorpBondsSchedule
Name:
ELMER DELOURA FOR SCHOLARSHIPS SCH9004
EIN:
04-6460749
Name of Bond End of Year Book Value End of Year Fair Market Value
TOTAL CORPORATE BONDS 1,083,879 1,082,485
TOTAL US GOV BONDS 70,000 69,983
TOTAL US GOV NOTES 300,563 300,294
TOTAL MUTUAL FUND - FIXED INCO 270,828 272,082

TY 2024 InvestmentsCorpStockSchedule
Name:
ELMER DELOURA FOR SCHOLARSHIPS SCH9004
EIN:
04-6460749
Name of Stock End of Year Book Value End of Year Fair Market Value
TOTAL COMMON STOCK 1,940,502 1,921,347
TOTAL FOREIGN EQUITIES 30,493 29,150
TOTAL ETF - EQUITY 811,116 806,486
TOTAL MUTUAL FUND - EQUITY 216,663 215,213
TOTAL MUTUAL FUND - INTERNATIO 352,077 351,269
464287507 ISHARES CORE S&P MID    
921943858 VANGUARD FTSE DEVELO    
922042858 VANGUARD FTSE EMERGI    
207543877 SMALL CAP GROWTH LEA    
29099J109 EMERGING MARKETS STO    
303995997 SMALL CAP VALUE COMM    
99Z466197 INTERNATIONAL FOCUSE    
202671913 AGGREGATE BOND COMMO    
323991307 MID CAP GROWTH COMMO    
45399C107 DIVIDEND INCOME COMM    
922908363 VANGUARD 500 INDEX F    
99Z639934 LARGE CAP CORE COMMO    
99Z639942 MID CAP CORE COMMON    
99Z639959 SMALL CAP CORE COMMO    
693390882 PIMCO INTERNATIONAL    
99Z665806 MID CAP VALUE COMMON    
46429B697 ISHARES EDGE MSCI MI    
52469H255 CLEARBRIDGE LARGE CA    
74256W584 PRINCIPAL MIDCAP FUN    
92206C680 VANGUARD RUSSELL 100    
09251M801 BLACKROCK EQTY DIVID    

TY 2024 LegalFeesSchedule
Name:
ELMER DELOURA FOR SCHOLARSHIPS SCH9004
EIN:
04-6460749
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 13,684 6,842   6,842


TY 2024 OtherExpensesSchedule
Name:
ELMER DELOURA FOR SCHOLARSHIPS SCH9004
EIN:
04-6460749
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE PRINCIPAL 1,306 1,306   0
OTHER EXPENSE - INCOME 1,308 1,308   0
OTHER EXPENSES 8,036 4,018   4,018
NONDEDUCTIBLE EXPENSE 967 0   0


TY 2024 OtherIncreasesSchedule
Name:
ELMER DELOURA FOR SCHOLARSHIPS SCH9004
EIN:
04-6460749
Description Amount
CTF ADJUSTMENT 4,348


TY 2024 TaxesSchedule
Name:
ELMER DELOURA FOR SCHOLARSHIPS SCH9004
EIN:
04-6460749
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 4,363 4,363   0
STATE FEE 70 70   0
FEDERAL TAX 309 0   0
FEDERAL ESTIMATES 2,096 0   0
FOREIGN TAXES - QUAL DIV 958 958   0
FOREIGN TAXES - NQ 620 620   0