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
JACOB J LICHMAN IRREV MEMORIAL TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1532
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PENNINGTON, NJ08534
A Employer identification number

58-6262964
B Telephone number (see instructions)

(212) 852-3049
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$1,226,477J 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... 20,649 20,353  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 82,072
b Gross sales price for all assets on line 6a 480,239
7 Capital gain net income (from Part IV, line 2)... 82,072
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
333    
12 Total. Add lines 1 through 11........ 103,054 102,425  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 20,067 8,027   12,040
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
252 252   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
56 56    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 20,375 8,335 0 12,040
25 Contributions, gifts, grants paid....... 42,489 42,489
26 Total expenses and disbursements. Add lines 24 and 25 62,864 8,335 0 54,529
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 40,190
b Net investment income (if negative, enter -0-) 94,090
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............. 302 513 513
2 Savings and temporary cash investments......... 39,052 44,622 44,622
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) 195,446 Click to see attachment
List of Attached Documents:
// Content
219,751 		195,796
b Investments—corporate stock (attach schedule)....... 529,679 Click to see attachment
List of Attached Documents:
// Content
549,567 		903,665
c Investments—corporate bonds (attach schedule)....... 82,591 Click to see attachment
List of Attached Documents:
// Content
72,412 		66,795
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).......... 16,121 Click to see attachment
List of Attached Documents:
// Content
16,059 		15,086
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) 863,191 902,924 1,226,477
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........ 863,191 902,924
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)..... 863,191 902,924
30 Total liabilities and net assets/fund balances (see instructions). 863,191 902,924
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
863,191
2
Enter amount from Part I, line 27a .....................
2
40,190
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
98
4
Add lines 1, 2, and 3 ..........................
4
903,479
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
555
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
902,924
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 7. VISA INC   2020-04-16 2024-01-02
b 3. VISA INC   2020-03-19 2024-01-02
c 11. VISA INC   2020-03-16 2024-01-02
d 12. CATERPILLAR INC   2022-01-05 2024-01-16
e 5. CATERPILLAR INC   2022-01-24 2024-01-16
7. CATERPILLAR INC   2022-01-28 2024-02-02
7. CATERPILLAR INC   2022-01-24 2024-02-02
2. CATERPILLAR INC   2022-01-28 2024-02-07
1. CATERPILLAR INC   2022-03-02 2024-02-07
1. APPLIED MATERIALS INC   2020-07-28 2024-02-08
13. APPLIED MATERIALS INC   2020-08-11 2024-02-08
10. CATERPILLAR INC   2022-03-02 2024-02-08
15. MARVELL TECH INC   2023-06-02 2024-02-08
17. MARVELL TECH INC   2023-12-13 2024-02-08
13. MICRON TECHNOLOGY   2023-12-13 2024-02-08
8. MICRON TECHNOLOGY   2023-11-27 2024-02-08
6. FACEBOOK INC   2020-02-04 2024-02-16
49. MONDELEZ INTERNATIONAL INC   2021-12-17 2024-02-20
16. MONDELEZ INTERNATIONAL INC   2022-01-03 2024-02-20
4. ALLEGION PLC SHS   2023-06-07 2024-02-20
3. ALLEGION PLC SHS   2023-07-11 2024-02-20
16. ALLEGION PLC SHS   2023-06-07 2024-02-21
2. ALLEGION PLC SHS   2023-06-08 2024-02-21
10. ALLEGION PLC SHS   2023-07-11 2024-02-21
14. MONDELEZ INTERNATIONAL INC   2021-12-17 2024-02-28
71. MONDELEZ INTERNATIONAL INC   2022-02-24 2024-02-28
23. MONDELEZ INTERNATIONAL INC   2022-03-31 2024-02-28
1. ALLEGION PLC SHS   2023-06-08 2024-02-28
13. ALLEGION PLC SHS   2023-08-16 2024-02-28
14. ALLEGION PLC SHS   2023-06-06 2024-02-28
4000. U.S. TREASURY NOTE   2020-02-25 2024-02-29
5000. U.S. TREASURY NOTE   2019-09-25 2024-02-29
4. ALLEGION PLC SHS   2023-08-16 2024-02-29
10. ALLEGION PLC SHS   2023-08-17 2024-02-29
18. LABORATORY CORP AMER HLDGS   2014-12-23 2024-03-01
8. LABORATORY CORP AMER HLDGS   2020-03-19 2024-03-04
2. LABORATORY CORP AMER HLDGS   2014-12-23 2024-03-04
8. LABORATORY CORP AMER HLDGS   2020-03-20 2024-03-04
4. LABORATORY CORP AMER HLDGS   2020-03-20 2024-03-05
16. APPLIED MATERIALS INC   2020-07-28 2024-03-12
5. APPLIED MATERIALS INC   2020-09-18 2024-03-12
151. VERIZON COMMUNICATIONS INC   2023-10-19 2024-03-22
56. VERIZON COMMUNICATIONS INC   2023-10-31 2024-03-25
44. VERIZON COMMUNICATIONS INC   2023-10-19 2024-03-25
3. DOLLAR GENERAL CORP   2021-03-29 2024-04-09
5. DOLLAR GENERAL CORP   2021-09-16 2024-04-09
9. DOLLAR GENERAL CORP   2021-04-16 2024-04-09
1. PROGRESSIVE CORP/THE   2021-11-11 2024-04-09
8. PROGRESSIVE CORP/THE   2021-11-08 2024-04-09
17. PROGRESSIVE CORP/THE   2021-11-10 2024-04-09
2. UNITEDHEALTH GROUP INC   2014-10-27 2024-04-09
4. UNITEDHEALTH GROUP INC   2019-05-02 2024-04-09
7. PROGRESSIVE CORP/THE   2021-11-11 2024-04-24
1. PROGRESSIVE CORP/THE   2021-11-30 2024-04-24
7. UNILEVER PLC AMER SHS ADR NEW   2019-08-22 2024-04-24
28. UNILEVER PLC AMER SHS ADR NEW   2019-11-11 2024-04-24
8. PROGRESSIVE CORP/THE   2021-12-03 2024-04-25
22. PROGRESSIVE CORP/THE   2021-11-30 2024-04-25
10. UNILEVER PLC AMER SHS ADR NEW   2020-01-31 2024-04-25
17. UNILEVER PLC AMER SHS ADR NEW   2020-02-03 2024-04-25
7. UNILEVER PLC AMER SHS ADR NEW   2020-04-08 2024-04-25
27. UNILEVER PLC AMER SHS ADR NEW   2020-01-27 2024-04-25
10. UNILEVER PLC AMER SHS ADR NEW   2019-11-11 2024-04-25
15. UNILEVER PLC AMER SHS ADR NEW   2020-04-13 2024-04-25
9. UNILEVER PLC AMER SHS ADR NEW   2020-04-14 2024-04-25
35. UNILEVER PLC AMER SHS ADR NEW   2020-03-10 2024-04-25
9. UNILEVER PLC AMER SHS ADR NEW   2020-02-20 2024-04-25
16. AXALTA COATING SYSTEMS   2020-08-21 2024-05-01
17. AXALTA COATING SYSTEMS   2020-06-10 2024-05-01
40. AXALTA COATING SYSTEMS   2020-06-30 2024-05-01
9. AXALTA COATING SYSTEMS   2020-07-01 2024-05-01
10. AXALTA COATING SYSTEMS   2020-07-02 2024-05-01
21. AXALTA COATING SYSTEMS   2020-08-25 2024-05-01
34. AXALTA COATING SYSTEMS   2020-08-24 2024-05-01
31. AXALTA COATING SYSTEMS   2020-11-04 2024-05-01
14. AXALTA COATING SYSTEMS   2020-11-03 2024-05-01
41. AXALTA COATING SYSTEMS   2020-06-11 2024-05-10
15. AXALTA COATING SYSTEMS   2020-06-11 2024-05-13
20. AXALTA COATING SYSTEMS   2023-05-10 2024-05-13
23. AXALTA COATING SYSTEMS   2020-07-01 2024-05-13
39. AXALTA COATING SYSTEMS   2023-05-10 2024-05-14
8. AMERICAN EXPRESS CO   2024-01-02 2024-05-22
5. AMERICAN EXPRESS CO   2023-12-19 2024-05-22
2. DOLLAR GENERAL CORP   2021-03-26 2024-05-22
16. DOLLAR GENERAL CORP   2021-03-29 2024-05-22
16. MONSTER BEVERAGE SHS   2022-06-10 2024-05-22
19. MONSTER BEVERAGE SHS   2022-08-23 2024-05-22
6. MONSTER BEVERAGE SHS   2022-06-09 2024-05-22
4. MONSTER BEVERAGE SHS   2022-04-12 2024-05-22
2. MONSTER BEVERAGE SHS   2022-05-04 2024-05-22
5. AMERICAN EXPRESS CO   2024-01-02 2024-05-23
4. AMERICAN EXPRESS CO   2023-12-19 2024-05-23
10. DOLLAR GENERAL CORP   2021-03-29 2024-05-23
2. DOLLAR GENERAL CORP   2021-03-26 2024-05-23
2. MONSTER BEVERAGE SHS   2022-05-04 2024-05-23
3. MONSTER BEVERAGE SHS   2022-04-12 2024-05-23
4. MONSTER BEVERAGE SHS   2022-06-09 2024-05-23
10. MONSTER BEVERAGE SHS   2022-06-10 2024-05-23
13. MONSTER BEVERAGE SHS   2022-08-23 2024-05-23
12. AMERICAN EXPRESS CO   2023-12-19 2024-05-30
8. DOLLAR GENERAL CORP   2021-03-26 2024-05-30
13. DOLLAR GENERAL CORP   2023-08-16 2024-05-30
10. DOLLAR GENERAL CORP   2023-06-06 2024-05-30
65. MONSTER BEVERAGE SHS   2022-04-12 2024-05-30
46. MEDTRONIC PLC SHS   2023-06-20 2024-05-30
9. MEDTRONIC PLC SHS   2023-06-21 2024-05-30
2. AMERICAN EXPRESS CO   2023-12-19 2024-05-31
5. AMERICAN EXPRESS CO   2023-12-20 2024-05-31
20. MONSTER BEVERAGE SHS   2022-04-12 2024-05-31
1. MEDTRONIC PLC SHS   2023-06-21 2024-05-31
5. MEDTRONIC PLC SHS   2023-06-20 2024-05-31
44. MEDTRONIC PLC SHS   2023-06-21 2024-06-07
8. MEDTRONIC PLC SHS   2023-06-21 2024-06-14
21. MEDTRONIC PLC SHS   2023-07-11 2024-06-14
26. MEDTRONIC PLC SHS   2023-08-16 2024-06-14
21. CONOCOPHILLIPS   2023-05-10 2024-06-26
7. CONOCOPHILLIPS   2021-09-15 2024-06-26
2. FORTREA HOLDINGS INC REG   2015-07-07 2024-06-26
7. FORTREA HOLDINGS INC REG   2019-01-17 2024-06-26
1. FORTREA HOLDINGS INC REG   2020-03-19 2024-06-26
3. FORTREA HOLDINGS INC REG   2015-06-16 2024-06-26
2. FORTREA HOLDINGS INC REG   2015-05-11 2024-06-26
20. FORTREA HOLDINGS INC REG   2014-12-23 2024-06-26
1. FORTREA HOLDINGS INC REG   2019-01-18 2024-06-26
1. FORTREA HOLDINGS INC REG   2018-10-25 2024-06-26
10. VOYA FINL INC SHS   2023-01-31 2024-06-26
22. VOYA FINL INC SHS   2023-02-01 2024-06-26
24. FORTREA HOLDINGS INC REG   2023-12-08 2024-06-27
7. FORTREA HOLDINGS INC REG   2020-03-19 2024-06-27
3. FORTREA HOLDINGS INC REG   2023-12-11 2024-06-27
14. FORTREA HOLDINGS INC REG   2020-03-20 2024-06-27
7. FORTREA HOLDINGS INC REG   2022-12-06 2024-06-27
14. VOYA FINL INC SHS   2023-02-01 2024-06-27
6. VOYA FINL INC SHS   2023-01-31 2024-06-27
5. FORTREA HOLDINGS INC REG   2024-05-02 2024-06-28
11. FORTREA HOLDINGS INC REG   2024-05-01 2024-06-28
13. FORTREA HOLDINGS INC REG   2023-12-12 2024-06-28
28. FORTREA HOLDINGS INC REG   2023-12-11 2024-06-28
1000. U.S. TREASURY NOTE   2020-02-25 2024-06-28
5000. U.S. TREASURY NOTE   2021-03-30 2024-06-28
18. ADVANCED MICRO DEVICES INC   2023-06-09 2024-07-10
23. VOYA FINL INC SHS   2022-09-26 2024-07-10
1. VOYA FINL INC SHS   2022-09-23 2024-07-10
10. VOYA FINL INC SHS   2022-09-27 2024-07-11
6. VOYA FINL INC SHS   2023-01-31 2024-07-11
14. VOYA FINL INC SHS   2022-09-26 2024-07-11
10. VOYA FINL INC SHS   2023-01-31 2024-07-12
3. VEEVA SYS INC CL A   2021-04-26 2024-07-18
14. VEEVA SYS INC CL A   2021-01-06 2024-07-18
3. VEEVA SYS INC CL A   2021-11-01 2024-07-18
1. VEEVA SYS INC CL A   2022-12-16 2024-07-18
3. VEEVA SYS INC CL A   2021-04-27 2024-07-18
11. VEEVA SYS INC CL A   2023-05-02 2024-07-22
9. VEEVA SYS INC CL A   2022-12-16 2024-07-22
19. LPL FINANCIAL HOLDINGS INC   2023-06-22 2024-07-23
8. LPL FINANCIAL HOLDINGS INC   2023-06-27 2024-07-23
10. LPL FINANCIAL HOLDINGS INC   2023-06-28 2024-07-23
7. LPL FINANCIAL HOLDINGS INC   2023-07-11 2024-07-23
6000. U.S. TREASURY NOTE   2023-01-30 2024-08-01
22. MICRON TECHNOLOGY   2023-11-27 2024-08-15
3. MICRON TECHNOLOGY   2023-11-22 2024-08-15
3. ROSS STORES INC   2021-10-13 2024-08-15
3. ROSS STORES INC   2020-06-15 2024-08-15
19. ROSS STORES INC   2020-08-14 2024-08-15
12. ROSS STORES INC   2021-10-14 2024-08-15
2. ROSS STORES INC   2021-10-15 2024-08-15
13. TENET HEALTHCARE CORP   2023-03-16 2024-08-15
5. TENET HEALTHCARE CORP   2023-02-02 2024-08-15
9. ZEBRA TECHNOLOGIES CORP CL A   2023-08-31 2024-08-15
1. ZEBRA TECHNOLOGIES CORP CL A   2023-08-18 2024-08-15
9000. U.S. TREASURY NOTE   2022-07-21 2024-08-26
14. ALPHABET INC SHS CL C   2015-06-16 2024-08-29
19. ALPHABET INC SHS CL C   2012-12-17 2024-08-29
9. LAS VEGAS SANDS CORP   2021-04-21 2024-08-29
48. LAS VEGAS SANDS CORP   2021-02-19 2024-08-29
4. ROSS STORES INC   2020-03-25 2024-08-29
15. ROSS STORES INC   2020-06-15 2024-08-29
18. ROSS STORES INC   2020-06-29 2024-08-29
28. LAS VEGAS SANDS CORP   2021-04-21 2024-09-06
47. LAS VEGAS SANDS CORP   2021-07-23 2024-09-06
31. LAS VEGAS SANDS CORP   2023-02-06 2024-09-06
22. ROSS STORES INC   2022-06-21 2024-09-06
15. ROSS STORES INC   2020-03-25 2024-09-06
14. ALPHABET INC SHS CL C   2012-12-17 2024-09-19
14. TENET HEALTHCARE CORP   2023-03-16 2024-09-19
9. UNITEDHEALTH GROUP INC   2014-10-27 2024-09-19
2. ALPHABET INC SHS CL C   2012-08-28 2024-10-07
27. ALPHABET INC SHS CL C   2012-12-17 2024-10-07
6. NOVO NORDISK A/S ADR   2019-01-11 2024-10-07
2. NOVO NORDISK A/S ADR   2019-01-08 2024-10-07
18. NOVO NORDISK A/S ADR   2022-11-07 2024-10-07
23. ALPHABET INC SHS CL C   2012-08-28 2024-10-10
6000. U.S. TREASURY NOTE   2022-03-29 2024-10-11
4. DOLLAR TREE INC   2022-08-25 2024-10-17
2. DOLLAR TREE INC   2024-05-31 2024-10-17
14. DOLLAR TREE INC   2024-04-09 2024-10-17
46. MARVELL TECH INC   2023-05-02 2024-10-17
1. APPLIED MATERIALS INC   2020-09-10 2024-10-23
30. APPLIED MATERIALS INC   2020-09-18 2024-10-23
20. FORTIVE CORP   2021-08-03 2024-10-23
9. FORTIVE CORP   2021-08-04 2024-10-23
25. FORTIVE CORP   2022-08-25 2024-10-23
8. FORTIVE CORP   2021-10-29 2024-10-23
33. APPLIED MATERIALS INC   2020-09-10 2024-10-28
2000. BB&T CORPORATION   2021-03-30 2024-10-28
8000. BB&T CORPORATION   2017-10-25 2024-10-28
7. FORTIVE CORP   2022-06-09 2024-10-28
1. FORTIVE CORP   2018-05-16 2024-10-28
17. FORTIVE CORP   2019-12-17 2024-10-28
1. FORTIVE CORP   2019-12-18 2024-10-28
5. FORTIVE CORP   2020-02-20 2024-10-28
16. FORTIVE CORP   2018-05-17 2024-10-28
5. FORTIVE CORP   2022-08-25 2024-10-28
14. ICON PLC   2024-06-07 2024-11-14
13. ICON PLC   2024-06-14 2024-11-14
1. ICON PLC   2024-06-26 2024-11-14
7. ICON PLC   2024-09-19 2024-11-15
3. ICON PLC   2024-06-27 2024-11-15
4. ICON PLC   2024-06-26 2024-11-15
9000. U.S. TREASURY NOTE   2023-01-30 2024-11-22
14000. U.S. TREASURY NOTE   2022-05-27 2024-11-22
38. AVANTOR INC   2021-09-13 2024-11-26
8. AVANTOR INC   2021-09-17 2024-11-26
38. AVANTOR INC   2021-09-29 2024-11-26
41. AVANTOR INC   2021-09-30 2024-11-26
10. AVANTOR INC   2021-11-01 2024-11-26
34. AVANTOR INC   2021-10-29 2024-11-26
25. AVANTOR INC   2021-09-09 2024-11-26
37. AVANTOR INC   2021-09-10 2024-11-26
40. BP P L C SPONS ADR   2022-08-08 2024-11-26
22. BP P L C SPONS ADR   2022-09-07 2024-11-26
41. BP P L C SPONS ADR   2022-09-08 2024-11-26
21. BP P L C SPONS ADR   2023-04-21 2024-11-26
52. BP P L C SPONS ADR   2023-04-25 2024-11-26
4. BERKSHIRE HATHAWAYINC   2020-04-28 2024-11-26
6. BERKSHIRE HATHAWAYINC   2020-06-05 2024-11-26
4. BERKSHIRE HATHAWAYINC   2020-06-16 2024-11-26
24. COMCAST CORP   2020-04-08 2024-11-26
13. COMCAST CORP   2022-09-07 2024-11-26
50. COMCAST CORP   2022-05-25 2024-11-26
32. COMCAST CORP   2022-08-23 2024-11-26
18. DOWDUPONT INC   2019-12-19 2024-11-26
16. DOWDUPONT INC   2019-07-17 2024-11-26
57. DOWDUPONT INC   2019-06-21 2024-11-26
17. DIAGEO PLC SPON ADR NEW   2024-02-28 2024-11-26
17. DIAGEO PLC SPON ADR NEW   2024-02-29 2024-11-26
17. DOLLAR TREE INC   2024-05-22 2024-11-26
12. DOLLAR TREE INC   2024-05-23 2024-11-26
9. DOLLAR TREE INC   2019-03-06 2024-11-26
8. DOLLAR TREE INC   2019-03-22 2024-11-26
12. DOLLAR TREE INC   2024-05-31 2024-11-26
21. DOLLAR TREE INC   2024-05-30 2024-11-26
7. DOLLAR TREE INC   2019-08-12 2024-11-26
10. FORTIVE CORP   2017-07-31 2024-11-26
19. FORTIVE CORP   2019-08-02 2024-11-26
4. FORTIVE CORP   2019-08-05 2024-11-26
7. FORTIVE CORP   2022-06-09 2024-11-26
22. FORTIVE CORP   2019-09-18 2024-11-26
9. FORTIVE CORP   2022-06-10 2024-11-26
38. APTIV PLC SHS   2022-07-12 2024-11-26
13. APTIV PLC SHS   2022-07-19 2024-11-26
21. APTIV PLC SHS   2022-07-26 2024-11-26
22. APTIV PLC SHS   2022-10-12 2024-11-26
30. APTIV PLC SHS   2023-06-02 2024-11-26
2. AVANTOR INC   2021-11-01 2024-12-17
78. AVANTOR INC   2022-11-22 2024-12-17
75. AVANTOR INC   2022-07-27 2024-12-17
45. AVANTOR INC   2022-05-18 2024-12-17
7. AVANTOR INC   2021-11-03 2024-12-17
4. AVANTOR INC   2021-11-02 2024-12-17
124. BP P L C SPONS ADR   2022-08-04 2024-12-17
30. BP P L C SPONS ADR   2022-08-08 2024-12-17
24. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2023-08-16 2024-12-17
22. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2023-04-12 2024-12-17
49. COMCAST CORP   2012-10-04 2024-12-17
25. COMCAST CORP   2024-03-12 2024-12-17
51. COMCAST CORP   2022-09-07 2024-12-17
14. CROWN CASTLE INTERNATIONAL CORP   2024-05-10 2024-12-17
20. CROWN CASTLE INTERNATIONAL CORP   2024-05-13 2024-12-17
13. CROWN CASTLE INTERNATIONAL CORP   2024-05-14 2024-12-17
6. CROWN CASTLE INTERNATIONAL CORP   2024-04-24 2024-12-17
24. DIAGEO PLC SPON ADR NEW   2024-02-21 2024-12-17
6. DIAGEO PLC SPON ADR NEW   2024-02-20 2024-12-17
3. DIAGEO PLC SPON ADR NEW   2024-02-29 2024-12-17
36. DOLLAR TREE INC   2024-09-19 2024-12-17
22. DOLLAR TREE INC   2019-12-03 2024-12-17
13. DOLLAR TREE INC   2019-08-12 2024-12-17
13. DOLLAR TREE INC   2020-04-08 2024-12-17
12. ELECTRONIC ARTS   2024-02-21 2024-12-17
15. ELECTRONIC ARTS   2024-08-29 2024-12-17
6. ELECTRONIC ARTS   2024-02-20 2024-12-17
25. MARVELL TECH INC   2023-12-13 2024-12-17
17. MICRON TECHNOLOGY   2023-11-24 2024-12-17
9. MICRON TECHNOLOGY   2023-11-03 2024-12-17
2. MICRON TECHNOLOGY   2023-11-22 2024-12-17
6. ADVANCED MICRO DEVICES INC   2023-06-09 2024-12-20
2. AIR PRODUCTS & CHEMICALS INC   2024-05-22 2024-12-20
8. ALPHABET INC SHS CL A   2012-06-25 2024-12-20
4. AMAZON COM INC   2020-01-07 2024-12-20
17. AMAZON COM INC   2020-02-28 2024-12-20
1. ANTHEM INC   2020-01-09 2024-12-20
13. APPLE INC   2012-06-25 2024-12-20
1. BERKSHIRE HATHAWAYINC   2020-05-20 2024-12-20
2. BROADCOM INC   2024-10-17 2024-12-20
4. CARDINAL HEALTH INC COM   2024-04-24 2024-12-20
13. CIENA CORP   2020-12-01 2024-12-20
7. DOWDUPONT INC   2019-06-14 2024-12-20
5. DISCOVER FINANCIAL SERVICES   2024-07-23 2024-12-20
2. FACEBOOK INC   2020-02-04 2024-12-20
7. FIDELITY NATIONAL FINANCIAL INC   2023-01-09 2024-12-20
3. HONEYWELL INTERNATIONAL INC   2024-10-07 2024-12-20
1. HUMANA INC   2020-11-16 2024-12-20
1. HUMANA INC   2022-01-28 2024-12-20
6. INTERCONTINENTAL EXCHANGE INC   2020-12-01 2024-12-20
8. J P MORGAN CHASE & CO   2012-06-14 2024-12-20
7. MARVELL TECH INC   2023-05-02 2024-12-20
11. MICROSOFT CORP COM   2015-11-18 2024-12-20
1. MICROSOFT CORP COM   2015-07-07 2024-12-20
4. NOVO NORDISK A/S ADR   2017-09-28 2024-12-20
10. NVIDIA CORP   2024-02-08 2024-12-20
7. OTIS WORLDWIDE CORP REG   2020-04-16 2024-12-20
5. RAYTHEON TECHNOLOGIES   2024-01-16 2024-12-20
2. REINSURANCE GROUP OF AMERICA INC   2022-04-13 2024-12-20
3. REINSURANCE GROUP OF AMERICA INC   2022-04-12 2024-12-20
10. ROYAL DUTCH SHELL PLC   2023-07-11 2024-12-20
1. S&P GLOBAL INC   2024-11-26 2024-12-20
4. SS&C TECHNOLOGIES HOLDINGS INC   2024-11-14 2024-12-20
9. SANOFI-SYNTHELABO   2020-02-25 2024-12-20
12. SANOFI-SYNTHELABO   2020-02-20 2024-12-20
5. SKECHERS U S A INC   2023-04-26 2024-12-20
58. SONY CORP ADR AMERN SH NEW   2023-03-22 2024-12-20
8. TKO GROUP HOLDINGS INC   2021-03-03 2024-12-20
6. TENET HEALTHCARE CORP   2023-01-31 2024-12-20
1. THERMO FISHER SCIENTIFIC INC   2023-12-08 2024-12-20
6. UBER TECHNOLOGIES INC   2024-08-29 2024-12-20
1. UNITEDHEALTH GROUP INC   2014-10-27 2024-12-20
3. WABTEC CORP   2024-02-07 2024-12-20
2. ZEBRA TECHNOLOGIES CORP CL A   2023-08-18 2024-12-20
(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 1,811   1,135 676
b 776   470 306
c 2,845   1,743 1,102
d 3,440   2,647 793
e 1,433   1,043 390
2,212   1,392 820
2,212   1,460 752
650   398 252
325   193 132
174   63 111
2,265   841 1,424
3,231   1,928 1,303
1,080   897 183
1,224   944 280
1,108   1,024 84
682   621 61
2,825   1,261 1,564
3,583   3,197 386
1,170   1,052 118
528   451 77
396   364 32
2,086   1,806 280
261   225 36
1,304   1,214 90
1,025   913 112
5,198   4,551 647
1,684   1,446 238
129   113 16
1,675   1,405 270
1,804   1,540 264
3,841   4,070 -229
4,801   5,051 -250
515   432 83
1,286   1,069 217
3,908   1,652 2,256
1,751   791 960
438   184 254
1,751   799 952
873   399 474
3,261   1,001 2,260
1,019   279 740
6,093   4,795 1,298
2,282   1,956 326
1,793   1,397 396
462   609 -147
769   1,107 -338
1,385   1,952 -567
205   96 109
1,641   770 871
3,486   1,627 1,859
912   184 728
1,823   925 898
1,483   670 813
212   93 119
337   423 -86
1,347   1,674 -327
1,682   756 926
4,624   2,055 2,569
509   583 -74
865   997 -132
356   348 8
1,373   1,529 -156
509   598 -89
763   746 17
458   462 -4
1,780   1,850 -70
458   525 -67
548   381 167
582   401 181
1,369   897 472
308   199 109
342   224 118
719   505 214
1,164   821 343
1,061   806 255
479   361 118
1,479   897 582
541   328 213
722   609 113
830   509 321
1,420   1,188 232
1,921   1,505 416
1,201   926 275
283   403 -120
2,264   3,245 -981
850   699 151
1,009   856 153
319   270 49
212   165 47
106   84 22
1,191   940 251
953   741 212
1,414   2,028 -614
283   403 -120
106   84 22
159   124 35
212   180 32
530   437 93
689   586 103
2,842   2,222 620
1,016   1,614 -598
1,652   2,154 -502
1,271   1,581 -310
3,327   2,686 641
3,707   4,094 -387
725   795 -70
473   370 103
1,182   924 258
1,021   826 195
81   88 -7
405   445 -40
3,682   3,885 -203
647   706 -59
1,698   1,826 -128
2,102   2,135 -33
2,373   2,114 259
791   414 377
45   35 10
158   136 22
23   17 6
68   52 16
45   34 11
452   308 144
23   20 3
23   23  
720   695 25
1,584   1,537 47
543   739 -196
159   116 43
68   94 -26
317   235 82
159   236 -77
996   978 18
427   417 10
117   184 -67
258   409 -151
305   414 -109
657   877 -220
965   1,014 -49
4,823   5,099 -276
3,318   2,256 1,062
1,627   1,370 257
71   60 11
722   591 131
433   417 16
1,010   834 176
723   695 28
544   850 -306
2,538   3,812 -1,274
544   945 -401
181   168 13
544   848 -304
2,034   1,948 86
1,664   1,512 152
4,211   3,983 228
1,773   1,706 67
2,216   2,123 93
1,551   1,571 -20
5,741   5,658 83
2,294   1,708 586
313   231 82
438   320 118
438   273 165
2,776   1,788 988
1,753   1,295 458
292   218 74
2,002   737 1,265
770   288 482
3,085   2,489 596
343   272 71
8,889   8,963 -74
2,276   370 1,906
3,089   340 2,749
348   538 -190
1,858   2,890 -1,032
608   318 290
2,279   1,365 914
2,734   1,530 1,204
1,115   1,673 -558
1,872   2,167 -295
1,235   1,795 -560
3,320   1,656 1,664
2,263   1,193 1,070
2,289   250 2,039
2,335   794 1,541
5,194   828 4,366
331   34 297
4,470   483 3,987
705   145 560
235   48 187
2,116   1,036 1,080
3,756   389 3,367
5,934   5,865 69
269   594 -325
135   232 -97
942   1,787 -845
3,745   1,816 1,929
183   56 127
5,496   1,673 3,823
1,519   1,491 28
683   667 16
1,899   1,666 233
608   598 10
6,141   1,838 4,303
2,000   2,000  
8,000   7,964 36
527   435 92
75   65 10
1,280   1,111 169
75   65 10
376   327 49
1,205   1,052 153
376   333 43
2,803   4,471 -1,668
2,603   4,052 -1,449
200   314 -114
1,330   2,109 -779
570   943 -373
760   1,255 -495
8,604   8,487 117
13,494   14,013 -519
797   1,591 -794
168   343 -175
797   1,558 -761
860   1,687 -827
210   402 -192
713   1,385 -672
524   1,048 -524
776   1,567 -791
1,156   1,208 -52
636   671 -35
1,185   1,252 -67
607   831 -224
1,503   2,054 -551
1,907   753 1,154
2,860   1,203 1,657
1,907   727 1,180
1,022   895 127
554   455 99
2,130   2,188 -58
1,363   1,197 166
1,137   501 636
1,011   438 573
3,600   1,571 2,029
2,015   2,598 -583
2,015   2,565 -550
1,167   1,936 -769
824   1,361 -537
618   904 -286
549   813 -264
824   1,391 -567
1,441   2,404 -963
480   636 -156
788   551 237
1,497   1,189 308
315   242 73
551   435 116
1,733   1,302 431
709   532 177
2,104   3,422 -1,318
720   1,262 -542
1,163   2,022 -859
1,218   1,804 -586
1,661   2,808 -1,147
44   80 -36
1,722   1,630 92
1,656   2,371 -715
993   1,362 -369
155   274 -119
88   160 -72
3,590   3,664 -74
869   906 -37
1,951   1,673 278
1,789   1,330 459
1,906   893 1,013
972   1,080 -108
1,984   1,785 199
1,343   1,364 -21
1,918   1,959 -41
1,247   1,284 -37
575   560 15
3,088   3,618 -530
772   903 -131
386   453 -67
2,509   2,659 -150
1,533   1,952 -419
906   1,181 -275
906   1,042 -136
1,862   1,689 173
2,328   2,254 74
931   846 85
2,858   1,388 1,470
1,851   1,306 545
980   650 330
218   154 64
723   752 -29
592   528 64
1,512   112 1,400
891   380 511
3,789   1,588 2,201
367   307 60
3,246   266 2,980
452   176 276
453   369 84
470   414 56
1,142   588 554
403   175 228
865   700 165
1,191   420 771
393   277 116
682   609 73
241   428 -187
241   383 -142
899   642 257
1,892   275 1,617
781   276 505
4,794   588 4,206
436   44 392
328   96 232
1,329   702 627
652   316 336
580   427 153
418   222 196
626   332 294
606   608 -2
489   522 -33
301   298 3
428   444 -16
570   609 -39
333   250 83
1,217   1,028 189
1,141   416 725
778   329 449
520   489 31
364   435 -71
495   92 403
575   411 164
779   545 234
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       676
b       306
c       1,102
d       793
e       390
      820
      752
      252
      132
      111
      1,424
      1,303
      183
      280
      84
      61
      1,564
      386
      118
      77
      32
      280
      36
      90
      112
      647
      238
      16
      270
      264
      -229
      -250
      83
      217
      2,256
      960
      254
      952
      474
      2,260
      740
      1,298
      326
      396
      -147
      -338
      -567
      109
      871
      1,859
      728
      898
      813
      119
      -86
      -327
      926
      2,569
      -74
      -132
      8
      -156
      -89
      17
      -4
      -70
      -67
      167
      181
      472
      109
      118
      214
      343
      255
      118
      582
      213
      113
      321
      232
      416
      275
      -120
      -981
      151
      153
      49
      47
      22
      251
      212
      -614
      -120
      22
      35
      32
      93
      103
      620
      -598
      -502
      -310
      641
      -387
      -70
      103
      258
      195
      -7
      -40
      -203
      -59
      -128
      -33
      259
      377
      10
      22
      6
      16
      11
      144
      3
       
      25
      47
      -196
      43
      -26
      82
      -77
      18
      10
      -67
      -151
      -109
      -220
      -49
      -276
      1,062
      257
      11
      131
      16
      176
      28
      -306
      -1,274
      -401
      13
      -304
      86
      152
      228
      67
      93
      -20
      83
      586
      82
      118
      165
      988
      458
      74
      1,265
      482
      596
      71
      -74
      1,906
      2,749
      -190
      -1,032
      290
      914
      1,204
      -558
      -295
      -560
      1,664
      1,070
      2,039
      1,541
      4,366
      297
      3,987
      560
      187
      1,080
      3,367
      69
      -325
      -97
      -845
      1,929
      127
      3,823
      28
      16
      233
      10
      4,303
       
      36
      92
      10
      169
      10
      49
      153
      43
      -1,668
      -1,449
      -114
      -779
      -373
      -495
      117
      -519
      -794
      -175
      -761
      -827
      -192
      -672
      -524
      -791
      -52
      -35
      -67
      -224
      -551
      1,154
      1,657
      1,180
      127
      99
      -58
      166
      636
      573
      2,029
      -583
      -550
      -769
      -537
      -286
      -264
      -567
      -963
      -156
      237
      308
      73
      116
      431
      177
      -1,318
      -542
      -859
      -586
      -1,147
      -36
      92
      -715
      -369
      -119
      -72
      -74
      -37
      278
      459
      1,013
      -108
      199
      -21
      -41
      -37
      15
      -530
      -131
      -67
      -150
      -419
      -275
      -136
      173
      74
      85
      1,470
      545
      330
      64
      -29
      64
      1,400
      511
      2,201
      60
      2,980
      276
      84
      56
      554
      228
      165
      771
      116
      73
      -187
      -142
      257
      1,617
      505
      4,206
      392
      232
      627
      336
      153
      196
      294
      -2
      -33
      3
      -16
      -39
      83
      189
      725
      449
      31
      -71
      403
      164
      234
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 82,072
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 1,308
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 1,308
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 1,308
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 476
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.............. 7 476
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 9 832
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 arrowGA
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 arrowBANK OF AMERICA NA Telephone no.right arrow (212) 852-3049

Located atright arrowPO BOX 1532PENNINGTONNJ ZIP+4right arrow08534
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)
Yes
 
(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
 
No
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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 N A TRUSTEE
2 		20,067    
PO BOX 1532
PENNINGTON,NJ08534
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
1,177,265
b
Average of monthly cash balances.......................
1b
45,868
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,223,133
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
1,223,133
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
18,347
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,204,786
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
60,239
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
60,239
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,308
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,308
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
58,931
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
58,931
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
58,931
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
54,529
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
54,529
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 58,931
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 42,487
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$ 54,529
a Applied to 2023, but not more than line 2a 42,487
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..... 12,042
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 .......... 		46,889
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

KEENE SYNAGOGUE

84 HASTINGS AVE
KEENE,NH034315238 		NONE PC GENERAL OPERATING 1,000

KEENE PUBLIC LIBRARY

60 WINTER ST
KEENE,NH034313322 		NONE PC GENERAL OPERATING 250

KEENE DISTRICT BOARD OF EDUC

193 MAPLE AVE
KEENE,NH034311602 		NONE PC GENERAL OPERATING 5,000

KEENE STATE COLLEGE

229 MAIN ST
KEENE,NH034352701 		NONE PC GENERAL OPERATING 2,000

ASTHMA AND ALLERGY FDN OF AMER

1235 S CLARK ST STE 305
ARLINGTON,VA222023299 		NONE PC GENERAL OPERATING 3,249

AMERICAN FRIENDS OF MAGEN DAVI

20 W 36TH ST STE 1100
NEW YORK,NY100189784 		NONE PC GENERAL OPERATING 250

ANTI DEFAMATION LEAGUE FDN

605 THIRD AVENUE
NEW YORK,NY101580180 		NONE PC GENERAL OPERATING 3,249

FRIENDS OF ISRAEL DEF FORCES

60 EAST 42ND STREET
NEW YORK,NY101650000 		NONE PC GENERAL OPERATING 250

SALVATION ARMY OF KEENE NH

440 W NYACK RD
WEST NYACK,NY109941739 		NONE PC GENERAL OPERATING 6,497

RELIGIOUS ZIONISTS OF AMERICA

520 8TH AVE FL 4
NEW YORK,NY100184393 		NONE PC GENERAL OPERATING 250

GENERAL ISRAEL HOME FOR GIRLS

111 JOHN ST STE 1740
NEW YORK,NY100383114 		NONE PC GENERAL OPERATING 3,249

NY TIMES NEEDIEST CASES FUND

101 W MAIN ST STE 2000
NORFOLK,VA235101768 		NONE PC GENERAL OPERATING 3,249

KEENE COMMUNITY KITCHEN

37 MECHANIC ST
KEENE,NH034313424 		NONE PC GENERAL OPERATING 500

WHITE RIVER VA MEDICAL CENTER

215 NORTH MAIN STREET
WHITE RIVER JUNCTION,VT05009 		NONE PC GENERAL OPERATING 500

B'NAI B'RITH FOUNDATION

1120 20TH ST NW STE 300N
WASHINGTON,DC200363413 		NONE PC GENERAL OPERATING 3,249

JEWISH WAR VETERANS OF THE US

1811 R STREET NW
WASHINGTON,DC200091603 		NONE NC GENERAL OPERATING 3,249

YWCA of Greater Atlanta

957 N HIGHLAND AVE NE
ATLANTA,GA303063516 		NONE PC GENERAL OPERATING 3,249

MACON PUBLIC LIBRARY

PO BOX 6334
MACON,GA312086334 		NONE PC GENERAL OPERATING 3,249
Total .................................right arrow 3a 42,489
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 20,649  
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 82,072  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 333  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   103,054  
13Total. Add line 12, columns (b), (d), and (e)..................
13
103,054
(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
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Form 990-PF (2024)
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TY 2024 ExpenditureResponsibilityStmt
Name:
JACOB J LICHMAN IRREV MEMORIAL TRUST
EIN:
58-6262964
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
JEWISH WAR VETERANS OF THE US
  		1811 R STREET NW
WASHINGTON,DC200091603 		2024-12-27 3,249 CHARITABLE WORK AND PURPOSE   TO THE FDN KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY FOR WHICH 4/10/2025    

TY 2024 InvestmentsCorpBondsSchedule
Name:
JACOB J LICHMAN IRREV MEMORIAL TRUST
EIN:
58-6262964
Name of Bond End of Year Book Value End of Year Fair Market Value
68389XBM6 ORACLE CORP 9,957 9,695
05531FBB8 BB&T CORPORATION    
437076BW1 HOME DEPOT INC 10,319 9,742
6174468Q5 MORGAN STANLEY 7,033 6,938
05526DBS3 BAT CAPITAL CORP 12,859 11,218
035240AV2 ANHEUSER-BUSCH INBEV 5,205 4,688
20030NDM0 COMCAST CORP 9,937 8,364
46647PDG8 JPMORGAN CHASE & CO 11,044 10,996
17327CAQ6 CITIGROUP INC 6,058 5,154

TY 2024 InvestmentsCorpStockSchedule
Name:
JACOB J LICHMAN IRREV MEMORIAL TRUST
EIN:
58-6262964
Name of Stock End of Year Book Value End of Year Fair Market Value
256677105 DOLLAR GENERAL CORP    
50540R409 LABORATORY CORP AMER    
91324P102 UNITEDHEALTH GROUP I 1,472 8,094
037833100 APPLE INC 3,724 42,071
670100205 NOVO NORDISK A/S ADR 3,297 11,871
02079K305 ALPHABET INC SHS 5,709 33,128
46625H100 J P MORGAN CHASE & C 2,854 19,896
594918104 MICROSOFT CORP COM 12,861 72,498
34959J108 FORTIVE CORP 4,456 5,250
444859102 HUMANA INC 19,394 14,715
02079K107 ALPHABET INC SHS 449 5,523
20030N101 COMCAST CORP 4,649 9,570
22052L104 DOWDUPONT INC 4,825 10,652
20825C104 CONOCOPHILLIPS 3,649 9,223
256746108 DOLLAR TREE INC    
G0750C108 AXALTA COATING SYSTE    
743315103 PROGRESSIVE CORP/THE    
92826C839 VISA INC 4,773 4,741
084670702 BERKSHIRE HATHAWAYIN 8,497 21,757
80105N105 SANOFI-SYNTHELABO 15,121 15,434
904767704 UNILEVER PLC AMER SH    
68902V107 OTIS WORLDWIDE CORP 4,933 8,705
45866F104 INTERCONTINENTAL EXC 16,647 22,352
922475108 VEEVA SYS INC    
171779309 CIENA CORP 17,435 30,192
30303M102 FACEBOOK INC 13,267 40,400
036752103 ANTHEM INC 7,830 9,223
038222105 APPLIED MATERIALS IN    
609207105 MONDELEZ INTERNATION    
05352A100 AVANTOR INC    
778296103 ROSS STORES INC    
023135106 AMAZON COM INC 29,211 62,307
517834107 LAS VEGAS SANDS CORP    
929089100 VOYA FINL INC SHS    
192446102 COGNIZANT TECHNOLOGY 9,719 12,996
055622104 BP P L C SPONS ADR    
759351604 REINSURANCE GROUP OF 6,432 11,963
G6095L109 APTIV PLC SHS    
149123101 CATERPILLAR INC    
61174X109 MONSTER BEVERAGE SHS    
26484T106 DUN AND BRADSTREET H 7,315 7,837
007903107 ADVANCED MICRO DEVIC 14,833 14,253
025816109 AMERICAN EXPRESS CO    
31620R303 FIDELITY NATIONAL FI 6,883 10,554
34965K107 FORTREA HOLDINGS INC    
50212V100 LPL FINANCIAL HOLDIN    
573874104 MARVELL TECH INC 15,084 28,827
595112103 MICRON TECHNOLOGY 7,342 9,005
780259305 ROYAL DUTCH SHELL PL 9,521 9,648
830566105 SKECHERS U S A INC 8,297 10,691
835699307 SONY CORP ADR AMERN 19,013 22,895
87256C101 TKO GROUP HOLDINGS I 5,577 13,500
88033G407 TENET HEALTHCARE COR 5,215 11,866
883556102 THERMO FISHER SCIENT 12,119 11,445
92343V104 VERIZON COMMUNICATIO    
989207105 ZEBRA TECHNOLOGIES C 9,632 15,449
G0176J109 ALLEGION PLC SHS    
G5960L103 MEDTRONIC PLC SHS    
009158106 AIR PRODUCTS & CHEMI 21,714 22,913
04626A103 ASTERA LABS INC REG 4,830 4,901
11135F101 BROADCOM INC 15,349 19,938
14149Y108 CARDINAL HEALTH INC 15,617 18,214
22822V101 CROWN CASTLE INTERNA 8,678 8,350
254709108 DISCOVER FINANCIAL S 14,151 17,843
285512109 ELECTRONIC ARTS 11,161 11,997
42809H107 HESS CORP 9,229 8,779
438516106 HONEYWELL INTERNATIO 18,572 19,878
443201108 HOWMET AEROSPACE INC 4,697 4,594
461202103 INTUIT INC 4,734 4,400
48251W104 KKR & CO INC 4,701 4,585
502441306 LVMH MOET HENNESSY L 4,822 4,705
532457108 ELI LILLY & CO 4,711 4,632
67066G104 NVIDIA CORP 22,240 32,901
75513E101 RAYTHEON TECHNOLOGIE 8,013 10,415
75734B100 REDDIT INC REG SHS-A 9,028 9,480
78409V104 S&P GLOBAL INC 9,209 8,965
78467J100 SS&C TECHNOLOGIES HO 11,563 11,746
90353T100 UBER TECHNOLOGIES IN 8,777 7,480
929740108 WABTEC CORP 10,907 13,840
G51502105 JOHNSON CTLS INTL PL 4,829 4,578

TY 2024 InvestmentsGovtObligationsSch
Name:
JACOB J LICHMAN IRREV MEMORIAL TRUST
EIN:
58-6262964
US Government Securities - End of Year Book Value:

219,751
US Government Securities - End of Year Fair Market Value:

195,796
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2024 InvestmentsOtherSchedule2
Name:
JACOB J LICHMAN IRREV MEMORIAL TRUST
EIN:
58-6262964
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
09260B382 BLACKROCK STRATEGIC AT COST 16,059 15,086

TY 2024 OtherDecreasesSchedule
Name:
JACOB J LICHMAN IRREV MEMORIAL TRUST
EIN:
58-6262964
Description Amount
MUTUAL FUND TIMING ADJ 61
CY PURCHASE OF ACCRUED INTEREST 328
PY ROC ADJ 63
AMORT AND COST BASIS ADJ 103


TY 2024 OtherExpensesSchedule
Name:
JACOB J LICHMAN IRREV MEMORIAL TRUST
EIN:
58-6262964
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER INVESTMENT EXPENSES 56 56   0


TY 2024 OtherIncomeSchedule2
Name:
JACOB J LICHMAN IRREV MEMORIAL TRUST
EIN:
58-6262964
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 333 0  


TY 2024 OtherIncreasesSchedule
Name:
JACOB J LICHMAN IRREV MEMORIAL TRUST
EIN:
58-6262964
Description Amount
PY PURCHASE OF ACCRUED INTEREST 98


TY 2024 TaxesSchedule
Name:
JACOB J LICHMAN IRREV MEMORIAL TRUST
EIN:
58-6262964
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 252 252   0