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
MORNA R-SCHWARTZ FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)M REID SCHWARTZ- 4325 2ND AVE NE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SEATTLE, WA98105
A Employer identification number

13-6192221
B Telephone number (see instructions)

(206) 909-9156
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$1,011,222J 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... 22,755 22,755 22,755
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 42,954
b Gross sales price for all assets on line 6a 149,238
7 Capital gain net income (from Part IV, line 2)... 42,954
8 Net short-term capital gain......... 93
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
67,995 67,995  
12 Total. Add lines 1 through 11........ 133,704 133,704 22,848
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
6,597 6,597    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
547 547    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
100 100    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 7,244 7,244   0
25 Contributions, gifts, grants paid....... 45,261 45,261
26 Total expenses and disbursements. Add lines 24 and 25 52,505 7,244   45,261
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 81,199
b Net investment income (if negative, enter -0-) 126,460
c Adjusted net income (if negative, enter -0-)... 22,848
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 48,248 41,232 41,232
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 870,765 Click to see attachment
List of Attached Documents:
// Content
958,980 		969,990
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
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) 919,013 1,000,212 1,011,222
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 919,013 1,000,212
29 Total net assets or fund balances (see instructions)..... 919,013 1,000,212
30 Total liabilities and net assets/fund balances (see instructions). 919,013 1,000,212
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
919,013
2
Enter amount from Part I, line 27a .....................
2
81,199
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,000,212
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,000,212
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 1 PAYCOM SOFTWARE INC P 2023-03-31 2024-02-12
b 1 PAYCOM SOFTWARE INC P 2023-05-18 2024-02-12
c 1 PAYCOM SOFTWARE INC P 2023-05-18 2024-02-22
d 1 PAYCOM SOFTWARE INC P 2023-08-24 2024-02-22
e 1 PAYCOM SOFTWARE INC P 2023-12-26 2024-02-22
1 MSCI INC P 2023-04-28 2024-04-24
4 FORTINET INC P 2023-11-02 2024-05-09
8 COMERICA INC P 2023-07-19 2024-06-18
8 COMERICA INC P 2023-07-19 2024-06-20
1 ALIGN TECHNOLOGY INC P 2023-09-14 2024-06-26
14 COMERICA INC P 2023-07-19 2024-06-27
6 COMERICA INC P 2023-11-16 2024-06-27
2 AMEREN CORPORATION P 2023-07-25 2024-06-28
2 HCA HEALTHCARE INC P 2023-11-06 2024-07-12
5 PROLOGIS INC P 2023-11-30 2024-07-12
1 CROWDSTRIKE HOLDINGS INC - A P 2023-12-26 2024-07-22
2 HCA HEALTHCARE INC P 2023-11-06 2024-07-24
1 HCA HEALTHCARE INC P 2023-11-07 2024-07-24
1 HCA HEALTHCARE INC P 2023-11-16 2024-07-24
8 RESTAURANT BRANDS INTERN P 2023-08-31 2024-07-26
4 HCA HEALTHCARE INC P 2023-11-16 2024-07-29
1 HCA HEALTHCARE INC P 2023-11-30 2024-07-29
5 HYATT HOTELS CORP - CL A P 2024-06-28 2024-08-08
48 CENTERPOINT ENERGY INC P 2023-10-16 2024-08-13
10 CENTERPOINT ENERGY INC P 2023-10-30 2024-08-13
7 CENTERPOINT ENERGY INC P 2023-11-30 2024-08-13
15 CENTERPOINT ENERGY INC P 2023-11-30 2024-08-14
11 CENTERPOINT ENERGY INC P 2024-06-28 2024-08-14
8 CENTERPOINT ENERGY INC P 2024-06-28 2024-08-15
3 ALEXANDRIA REAL ESTATE EQUIT P 2023-12-04 2024-10-01
6 ALEXANDRIA REAL ESTATE EQUIT P 2023-12-04 2024-10-02
3 ALEXANDRIA REAL ESTATE EQUIT P 2023-12-14 2024-10-02
3 HUMANA INC P 2024-02-08 2024-10-02
1 HUMANA INC P 2024-02-08 2024-10-03
2 HUMANA INC P 2024-06-27 2024-10-03
1 ABBVIE INC P 2024-01-26 2024-12-03
3 AMEREN CORPORATION P 2024-08-13 2024-12-03
1 APPLIED MATERIALS INC P 2024-08-29 2024-12-03
2 C.H. ROBINSON WORLDWIDE INC P 2024-07-12 2024-12-03
8 COREBRIDGE FINANCIAL INC P 2024-08-23 2024-12-03
2 FISERV INC P 2024-07-15 2024-12-03
1 ICON PLC P 2024-10-30 2024-12-03
1 M & T BANK CORP P 2024-06-20 2024-12-03
1 META PLATFORMS INC-CLASS A P 2024-01-03 2024-12-03
5 SCHWAB (CHARLES) CORP P 2024-02-01 2024-12-03
1 DEERE & CO P 2024-09-03 2024-12-04
1 MCDONALD'S CORP P 2024-07-25 2024-12-04
1 ADOBE INC P 2016-12-01 2024-01-03
2 COGNEX CORP P 2018-09-07 2024-01-03
8 COGNEX CORP P 2018-11-12 2024-01-03
4 COGNEX CORP P 2022-04-01 2024-01-03
4 CAMECO CORP P 2022-05-18 2024-01-04
3 PULTEGROUP INC P 2022-08-02 2024-01-04
2 PULTEGROUP INC P 2022-08-11 2024-01-04
3 WALMART INC P 2019-07-22 2024-01-04
4 EDWARDS LIFESCIENCES CORP P 2017-10-25 2024-01-05
2 FORTINET INC P 2020-09-02 2024-01-08
4 FORTINET INC P 2020-09-17 2024-01-08
1 HOME DEPOT INC P 2018-03-16 2024-01-08
5 FORTINET INC P 2020-09-17 2024-01-23
2 ALPHABET INC-CL C P 2014-05-12 2024-01-25
20 ROCHE HOLDINGS LTD-SPONS ADR P 2021-06-28 2024-01-25
4 ROCHE HOLDINGS LTD-SPONS ADR P 2021-06-29 2024-01-25
12 ROCHE HOLDINGS LTD-SPONS ADR P 2021-06-29 2024-01-26
2 PACCAR INC P 2022-04-01 2024-01-31
8 PACCAR INC P 2022-04-06 2024-01-31
2 PACCAR INC P 2022-06-03 2024-01-31
11 RESTAURANT BRANDS INTERN P 2022-08-11 2024-01-31
11 VICI PROPERTIES INC P 2022-07-15 2024-02-05
12 VICI PROPERTIES INC P 2022-07-20 2024-02-05
12 VICI PROPERTIES INC P 2022-08-04 2024-02-05
14 VICI PROPERTIES INC P 2022-12-13 2024-02-05
6 ALPHABET INC-CL C P 2014-05-12 2024-02-06
6 FORTINET INC P 2020-09-17 2024-02-06
3 FORTINET INC P 2021-11-30 2024-02-06
6 CENTENE CORP P 2021-08-23 2024-02-07
5 CENTENE CORP P 2021-09-22 2024-02-07
6 CENTENE CORP P 2021-09-23 2024-02-07
5 CENTENE CORP P 2021-12-14 2024-02-07
12 CENTENE CORP P 2022-01-10 2024-02-07
2 FORTINET INC P 2021-11-30 2024-02-07
5 FORTINET INC P 2022-05-06 2024-02-07
2 FORTINET INC P 2022-05-10 2024-02-07
1 ROPER TECHNOLOGIES INC P 2016-11-09 2024-02-22
1 ROPER TECHNOLOGIES INC P 2017-03-22 2024-02-23
1 ROPER TECHNOLOGIES INC P 2017-03-22 2024-02-26
1 ZOETIS INC P 2017-08-03 2024-02-26
2 ZOETIS INC P 2017-08-10 2024-02-26
1 TYLER TECHNOLOGIES INC P 2022-07-14 2024-03-06
1 LAM RESEARCH CORP P 2023-02-02 2024-03-11
1 NXP SEMICONDUCTORS NV P 2019-11-14 2024-03-11
2 NXP SEMICONDUCTORS NV P 2022-04-14 2024-03-11
4 EATON CORP PLC P 2023-01-13 2024-04-01
6 SPIRIT AEROSYSTEMS HOLD-CL A P 2021-05-04 2024-04-01
14 SPIRIT AEROSYSTEMS HOLD-CL A P 2021-07-16 2024-04-01
1 SPIRIT AEROSYSTEMS HOLD-CL A P 2022-12-12 2024-04-01
10 SPIRIT AEROSYSTEMS HOLD-CL A P 2022-12-12 2024-04-02
2 ORACLE CORP P 2019-09-26 2024-04-03
2 UNITEDHEALTH GROUP INC P 2019-04-12 2024-04-08
1 UNITEDHEALTH GROUP INC P 2019-04-17 2024-04-08
2 AUTODESK INC P 2022-02-23 2024-04-12
1 AUTODESK INC P 2022-10-25 2024-04-12
1 EATON CORP PLC P 2023-01-17 2024-04-17
1 EATON CORP PLC P 2023-01-19 2024-04-17
1 MSCI INC P 2023-01-04 2024-04-24
1 UNITEDHEALTH GROUP INC P 2019-04-17 2024-05-01
1 UNITEDHEALTH GROUP INC P 2019-09-03 2024-05-01
2 ATI INC P 2022-04-29 2024-05-02
1 ATI INC P 2022-06-24 2024-05-02
1 EATON CORP PLC P 2023-01-25 2024-05-02
1 EATON CORP PLC P 2023-02-08 2024-05-02
1 EATON CORP PLC P 2023-03-06 2024-05-02
3 PROGRESSIVE CORP P 2021-09-29 2024-05-02
10 WELLS FARGO & CO P 2015-06-01 2024-05-02
4 WELLS FARGO & CO P 2015-07-31 2024-05-02
2 CAMECO CORP P 2022-05-18 2024-05-07
3 CAMECO CORP P 2022-05-19 2024-05-07
1 EPAM SYSTEMS INC P 2022-09-22 2024-05-09
1 EPAM SYSTEMS INC P 2022-10-12 2024-05-09
3 FORTINET INC P 2022-05-10 2024-05-09
11 FORTINET INC P 2022-08-05 2024-05-09
7 FORTINET INC P 2023-01-05 2024-05-09
1 ROPER TECHNOLOGIES INC P 2017-03-30 2024-05-09
1 ROPER TECHNOLOGIES INC P 2019-10-21 2024-05-09
3 NIKE INC -CL B P 2022-03-24 2024-05-23
4 NIKE INC -CL B P 2023-02-23 2024-05-23
1 NIKE INC -CL B P 2023-03-30 2024-05-23
8 ATI INC P 2022-06-24 2024-06-10
2 ATI INC P 2022-06-24 2024-06-11
8 ATI INC P 2022-06-27 2024-06-11
3 WALMART INC P 2019-07-22 2024-06-12
6 WALMART INC P 2020-03-26 2024-06-12
10 ATI INC P 2022-06-27 2024-06-13
2 MICROSOFT CORP P 2018-09-06 2024-06-18
1 ORACLE CORP P 2019-09-26 2024-06-18
4 ORACLE CORP P 2020-05-19 2024-06-18
5 PACCAR INC P 2022-06-03 2024-06-18
2 PACCAR INC P 2022-06-16 2024-06-18
2 UNITEDHEALTH GROUP INC P 2019-09-03 2024-06-20
1 ALIGN TECHNOLOGY INC P 2022-01-07 2024-06-26
4 AMEREN CORPORATION P 2020-08-10 2024-06-27
3 AMEREN CORPORATION P 2020-10-26 2024-06-27
5 AMEREN CORPORATION P 2021-12-07 2024-06-27
5 BANK OF AMERICA CORP P 2016-06-13 2024-06-27
10 BANK OF AMERICA CORP P 2019-03-08 2024-06-27
18 BANK OF AMERICA CORP P 2019-03-29 2024-06-27
3 COCA-COLA CO/THE P 2020-09-18 2024-06-27
6 EXXON MOBIL CORP P 2023-04-04 2024-06-27
1 LAM RESEARCH CORP P 2023-02-02 2024-06-27
17 MERCK & CO. INC. P 2021-09-30 2024-06-27
2 MORGAN STANLEY P 2019-10-11 2024-06-27
2 MORGAN STANLEY P 2019-12-23 2024-06-27
7 WESTERN DIGITAL CORP P 2019-05-07 2024-06-27
2 AMEREN CORPORATION P 2021-12-07 2024-06-28
10 AMEREN CORPORATION P 2021-12-08 2024-06-28
9 AMEREN CORPORATION P 2022-01-11 2024-06-28
3 PACCAR INC P 2022-06-16 2024-07-12
11 PACCAR INC P 2022-07-20 2024-07-12
3 PROGRESSIVE CORP P 2021-09-30 2024-07-12
11 PROLOGIS INC P 2023-03-17 2024-07-12
4 PROLOGIS INC P 2023-06-23 2024-07-12
6 WALMART INC P 2020-05-12 2024-07-12
2 WALMART INC P 2020-05-21 2024-07-12
1 ALPHABET INC-CL C P 2018-03-23 2024-07-17
2 CROWDSTRIKE HOLDINGS INC - A P 2023-04-12 2024-07-22
2 CROWDSTRIKE HOLDINGS INC - A P 2023-06-29 2024-07-22
2 PROGRESSIVE CORP P 2021-09-30 2024-07-24
7 RESTAURANT BRANDS INTERN P 2022-08-11 2024-07-26
5 RESTAURANT BRANDS INTERN P 2023-02-24 2024-07-26
1 EATON CORP PLC P 2023-06-23 2024-07-29
1 PROGRESSIVE CORP P 2021-09-30 2024-07-29
1 PROGRESSIVE CORP P 2021-10-05 2024-07-29
1 T-MOBILE US INC P 2021-06-30 2024-07-29
2 T-MOBILE US INC P 2022-02-03 2024-07-29
1 INTUITIVE SURGICAL INC P 2018-02-09 2024-07-30
1 INTUITIVE SURGICAL INC P 2018-10-30 2024-07-30
1 MICROSOFT CORP P 2018-09-06 2024-07-30
1 UNITEDHEALTH GROUP INC P 2019-09-03 2024-07-30
9 HYATT HOTELS CORP - CL A P 2022-08-24 2024-08-07
1 HYATT HOTELS CORP - CL A P 2022-08-24 2024-08-08
1 ZIMMER BIOMET HOLDINGS INC P 2021-01-04 2024-08-08
3 ZIMMER BIOMET HOLDINGS INC P 2021-01-13 2024-08-08
10 ZIMMER BIOMET HOLDINGS INC P 2021-06-18 2024-08-08
2 ENTEGRIS INC P 2022-02-04 2024-08-14
2 ENTEGRIS INC P 2022-02-16 2024-08-14
1 LAM RESEARCH CORP P 2023-02-02 2024-08-19
9 GEN DIGITAL INC P 2021-03-08 2024-08-20
20 GEN DIGITAL INC P 2021-03-08 2024-08-21
7 GEN DIGITAL INC P 2021-05-12 2024-08-21
2 NXP SEMICONDUCTORS NV P 2022-04-14 2024-08-23
2 PROGRESSIVE CORP P 2021-10-05 2024-08-23
1 REINSURANCE GROUP OF AMERICA P 2022-09-23 2024-08-23
2 REINSURANCE GROUP OF AMERICA P 2022-09-26 2024-08-23
1 REINSURANCE GROUP OF AMERICA P 2022-09-26 2024-08-26
3 REINSURANCE GROUP OF AMERICA P 2022-09-26 2024-08-27
2 NXP SEMICONDUCTORS NV P 2022-04-28 2024-09-03
1 ORACLE CORP P 2020-05-19 2024-09-03
6 ORACLE CORP P 2021-06-21 2024-09-03
7 WALMART INC P 2020-05-21 2024-09-03
7 MASTEC INC P 2023-05-16 2024-09-06
5 MASTEC INC P 2023-05-16 2024-09-09
2 MASTEC INC P 2023-05-17 2024-09-09
1 CHARTER COMMUNICATIONS INC-A P 2022-01-28 2024-09-11
3 CHARTER COMMUNICATIONS INC-A P 2022-08-24 2024-09-11
2 REINSURANCE GROUP OF AMERICA P 2022-09-26 2024-09-11
2 INTUITIVE SURGICAL INC P 2018-10-30 2024-09-12
2 REINSURANCE GROUP OF AMERICA P 2022-12-02 2024-09-12
1 ADOBE INC P 2016-12-01 2024-10-02
1 ADOBE INC P 2021-01-06 2024-10-02
2 ADOBE INC P 2021-03-02 2024-10-02
4 AMETEK INC P 2019-01-15 2024-10-02
2 AMETEK INC P 2022-02-04 2024-10-02
7 EDWARDS LIFESCIENCES CORP P 2017-10-25 2024-10-02
6 EDWARDS LIFESCIENCES CORP P 2020-02-26 2024-10-02
3 EDWARDS LIFESCIENCES CORP P 2022-06-30 2024-10-02
12 EDWARDS LIFESCIENCES CORP P 2022-11-08 2024-10-02
1 ORACLE CORP P 2021-06-21 2024-10-10
16 CAMECO CORP P 2022-05-19 2024-10-17
2 MEDTRONIC PLC P 2020-01-22 2024-10-28
4 MEDTRONIC PLC P 2020-01-24 2024-10-28
1 MEDTRONIC PLC P 2020-05-11 2024-10-28
3 PROGRESSIVE CORP P 2021-10-05 2024-10-28
1 MICROSOFT CORP P 2018-09-06 2024-11-01
2 ARISTA NETWORKS INC P 2019-01-02 2024-11-05
1 IDEXX LABORATORIES INC P 2020-04-06 2024-11-05
1 IDEXX LABORATORIES INC P 2022-01-07 2024-11-05
3 MORGAN STANLEY P 2019-12-23 2024-11-15
21 BAKER HUGHES CO P 2021-10-15 2024-11-19
3 VERTEX PHARMACEUTICALS INC P 2019-06-25 2024-11-21
4 ALPHABET INC-CL C P 2018-03-23 2024-12-03
1 AMAZON.COM INC P 2020-02-24 2024-12-03
5 AMAZON.COM INC P 2020-02-28 2024-12-03
3 AMERICAN ELECTRIC POWER P 2017-08-09 2024-12-03
4 AMPHENOL CORP-CL A P 2015-08-28 2024-12-03
1 AMPHENOL CORP-CL A P 2021-08-09 2024-12-03
1 ARISTA NETWORKS INC P 2019-01-02 2024-12-03
1 ARISTA NETWORKS INC P 2019-05-13 2024-12-03
14 BAKER HUGHES CO P 2021-10-15 2024-12-03
9 BANK OF AMERICA CORP P 2019-03-29 2024-12-03
4 BANK OF AMERICA CORP P 2019-04-16 2024-12-03
2 BROADCOM INC P 2023-06-14 2024-12-03
1 BUILDERS FIRSTSOURCE INC P 2023-05-09 2024-12-03
4 CAMECO CORP P 2022-05-19 2024-12-03
4 COCA-COLA CO/THE P 2020-10-23 2024-12-03
2 COMCAST CORP-CLASS A P 2018-08-09 2024-12-03
5 COMCAST CORP-CLASS A P 2018-10-10 2024-12-03
6 COPART INC P 2018-10-03 2024-12-03
5 CORTEVA INC P 2023-10-17 2024-12-03
2 EATON CORP PLC P 2023-06-23 2024-12-03
1 ELI LILLY & CO P 2023-03-21 2024-12-03
1 EOG RESOURCES INC P 2016-08-16 2024-12-03
1 EOG RESOURCES INC P 2017-04-10 2024-12-03
3 EXXON MOBIL CORP P 2023-04-04 2024-12-03
10 GEN DIGITAL INC P 2021-05-12 2024-12-03
1 HOME DEPOT INC P 2018-03-16 2024-12-03
1 INTUITIVE SURGICAL INC P 2018-12-26 2024-12-03
2 LABCORP HOLDINGS INC P 2023-06-22 2024-12-03
1 LULULEMON ATHLETICA INC P 2023-06-29 2024-12-03
4 LYONDELLBASELL INDU-CL A P 2022-09-20 2024-12-03
2 MEDTRONIC PLC P 2020-05-11 2024-12-03
3 MEDTRONIC PLC P 2020-06-11 2024-12-03
3 MERCK & CO. INC. P 2021-09-30 2024-12-03
3 MICROSOFT CORP P 2018-10-08 2024-12-03
5 MONSTER BEVERAGE CORP P 2018-09-17 2024-12-03
1 MORGAN STANLEY P 2019-12-23 2024-12-03
3 MORGAN STANLEY P 2019-12-24 2024-12-03
1 NETFLIX INC P 2023-04-28 2024-12-03
13 NVIDIA CORP P 2020-04-06 2024-12-03
2 NXP SEMICONDUCTORS NV P 2022-04-28 2024-12-03
2 ORACLE CORP P 2021-06-21 2024-12-03
3 PACCAR INC P 2022-07-20 2024-12-03
1 PROCTER & GAMBLE CO/THE P 2023-06-23 2024-12-03
2 PROGRESSIVE CORP P 2022-05-04 2024-12-03
3 QUALCOMM INC P 2021-02-09 2024-12-03
1 SHERWIN-WILLIAMS CO/THE P 2018-08-02 2024-12-03
2 STANLEY BLACK & DECKER INC P 2023-11-17 2024-12-03
2 T-MOBILE US INC P 2022-02-03 2024-12-03
3 TAPESTRY INC P 2022-12-01 2024-12-03
1 TEXAS INSTRUMENTS INC P 2023-11-29 2024-12-03
1 VEEVA SYSTEMS INC-CLASS A P 2020-04-06 2024-12-03
1 VISA INC-CLASS A SHARES P 2017-01-25 2024-12-03
1 VISA INC-CLASS A SHARES P 2017-02-09 2024-12-03
8 WALMART INC P 2020-06-11 2024-12-03
4 WALT DISNEY CO/THE P 2022-07-20 2024-12-03
11 WELLS FARGO & CO P 2015-07-31 2024-12-03
1 WELLS FARGO & CO P 2015-08-03 2024-12-03
5 WESTERN DIGITAL CORP P 2019-05-07 2024-12-03
1 ZOETIS INC P 2017-08-10 2024-12-03
1 FERRARI NV P 2023-02-06 2024-12-04
9 GENMAB A/S -SP ADR P 2022-08-08 2024-12-04
1 LOWE'S COS INC P 2023-04-24 2024-12-04
4 MONSTER BEVERAGE CORP P 2018-09-17 2024-12-04
1 MOTOROLA SOLUTIONS INC P 2020-04-03 2024-12-04
3 ORACLE CORP P 2021-06-30 2024-12-04
1 PROCTER & GAMBLE CO/THE P 2023-06-23 2024-12-04
1 UNITEDHEALTH GROUP INC P 2020-04-14 2024-12-04
1 UNITEDHEALTH GROUP INC P 2020-12-04 2024-12-04
1 VISA INC-CLASS A SHARES P 2017-02-09 2024-12-04
2 WALMART INC P 2020-06-11 2024-12-04
1 ZOETIS INC P 2017-08-10 2024-12-04
11 AMPHENOL CORP-CL A P 2021-08-09 2024-12-05
3 QUALCOMM INC P 2021-02-09 2024-12-05
2 QUALCOMM INC P 2021-06-23 2024-12-05
2 VERTEX PHARMACEUTICALS INC P 2019-09-06 2024-12-05
2 EQUINIX INC P 2023-11-01 2024-12-18
18.496 BERNSTEIN INTERMEDIATE P 2006-03-28 2024-01-24
20.316 BERNSTEIN INTERMEDIATE P 2006-03-28 2024-04-16
20.213 BERNSTEIN INTERMEDIATE P 2006-03-28 2024-07-16
21.893 BERNSTEIN INTERMEDIATE P 2006-03-28 2024-10-28
319.776 AB INTERNATIONAL STRATEGIC EQUITIES PORTFOLIO - ADV CL P 2002-06-07 2024-12-03
772.542 OVERLAY A PORTFOLIO P 2010-11-16 2024-12-03
(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 194   298 -104
b 194   281 -87
c 181   281 -100
d 181   289 -108
e 181   206 -25
468   481 -13
236   231 5
376   417 -41
378   417 -39
243   333 -90
670   730 -60
287   265 22
141   176 -35
647   459 188
608   569 39
266   257 9
677   459 218
339   233 106
339   240 99
551   560 -9
1,426   960 466
356   250 106
665   756 -91
1,239   1,319 -80
258   268 -10
181   197 -16
386   422 -36
283   339 -56
206   246 -40
352   360 -8
693   718 -25
347   404 -57
696   1,114 -418
241   371 -130
481   722 -241
182   164 18
278   243 35
182   194 -12
216   174 42
257   230 27
432   310 122
213   231 -18
215   147 68
610   345 265
406   313 93
453   382 71
295   252 43
572   99 473
78   106 -28
313   341 -28
157   310 -153
170   93 77
302   126 176
202   90 112
473   342 131
291   138 153
121   53 68
243   92 151
345   180 165
322   115 207
306   53 253
697   949 -252
139   189 -50
427   568 -141
202   120 82
806   412 394
202   126 76
866   667 199
328   349 -21
357   395 -38
357   410 -53
417   481 -64
874   158 716
399   138 261
200   204 -4
449   389 60
374   319 55
449   378 71
374   408 -34
898   935 -37
139   136 3
346   275 71
139   101 38
556   177 379
558   209 349
548   209 339
196   62 134
392   121 271
421   322 99
925   544 381
253   117 136
505   343 162
1,249   656 593
211   269 -58
492   600 -108
35   29 6
348   289 59
251   107 144
913   472 441
456   219 237
472   434 38
236   215 21
310   163 147
310   155 155
468   472 -4
487   219 268
487   230 257
116   55 61
58   23 35
314   160 154
314   170 144
314   177 137
628   275 353
598   562 36
239   232 7
103   46 57
155   70 85
185   369 -184
185   317 -132
177   152 25
650   574 76
413   336 77
524   208 316
524   337 187
276   397 -121
368   478 -110
92   120 -28
464   185 279
115   46 69
459   187 272
198   114 84
397   216 181
570   234 336
892   218 674
143   54 89
573   212 361
537   316 221
215   101 114
964   461 503
243   553 -310
283   334 -51
212   248 -36
354   432 -78
195   69 126
391   286 105
703   494 209
191   152 39
686   699 -13
1,055   544 511
2,163   1,291 872
191   84 107
191   102 89
539   343 196
141   173 -32
707   870 -163
636   783 -147
311   151 160
1,139   638 501
640   275 365
1,337   1,294 43
486   473 13
419   249 170
140   83 57
183   52 131
532   269 263
532   292 240
433   183 250
482   425 57
344   326 18
297   195 102
215   92 123
215   91 124
176   145 31
352   242 110
446   129 317
446   161 285
428   109 319
570   230 340
1,172   838 334
133   93 40
108   149 -41
324   468 -144
1,081   1,544 -463
214   253 -39
214   271 -57
872   544 328
228   191 37
503   425 78
176   175 1
503   343 160
482   182 300
212   124 88
423   245 178
210   122 88
636   367 269
488   343 145
142   53 89
849   460 389
542   291 251
677   671 6
498   479 19
199   192 7
319   586 -267
957   1,309 -352
417   245 172
977   322 655
422   289 133
507   99 408
507   471 36
1,014   930 84
672   279 393
336   270 66
455   241 214
390   444 -54
195   286 -91
780   823 -43
175   77 98
898   374 524
182   243 -61
363   483 -120
91   99 -8
733   273 460
412   109 303
804   105 699
414   246 168
414   556 -142
400   153 247
898   577 321
1,340   544 796
692   210 482
213   100 113
1,065   463 602
292   213 79
292   53 239
73   37 36
414   53 361
414   61 353
614   385 229
421   247 174
187   117 70
333   172 161
184   115 69
237   93 144
255   203 52
86   71 15
215   177 38
372   79 293
311   256 55
744   389 355
815   329 486
132   90 42
132   99 33
355   349 6
309   250 59
428   180 248
539   148 391
482   401 81
338   379 -41
324   308 16
171   198 -27
257   274 -17
306   228 78
1,290   333 957
271   149 122
130   51 79
391   153 238
900   330 570
1,812   83 1,729
458   343 115
364   153 211
350   174 176
176   150 26
526   229 297
487   441 46
394   146 248
176   182 -6
490   242 248
193   114 79
198   154 44
226   152 74
314   84 230
314   86 228
748   320 428
466   409 57
820   639 181
75   58 17
356   245 111
178   60 118
443   262 181
194   313 -119
271   211 60
215   119 96
497   130 367
565   233 332
175   150 25
609   271 338
609   350 259
310   86 224
188   80 108
176   60 116
818   403 415
481   441 40
320   271 49
918   363 555
1,918   1,468 450
208   241 -33
222   264 -42
228   263 -35
247   285 -38
4,285   3,543 742
11,395   8,560 2,835
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       -104
b       -87
c       -100
d       -108
e       -25
      -13
      5
      -41
      -39
      -90
      -60
      22
      -35
      188
      39
      9
      218
      106
      99
      -9
      466
      106
      -91
      -80
      -10
      -16
      -36
      -56
      -40
      -8
      -25
      -57
      -418
      -130
      -241
      18
      35
      -12
      42
      27
      122
      -18
      68
      265
      93
      71
      43
      473
      -28
      -28
      -153
      77
      176
      112
      131
      153
      68
      151
      165
      207
      253
      -252
      -50
      -141
      82
      394
      76
      199
      -21
      -38
      -53
      -64
      716
      261
      -4
      60
      55
      71
      -34
      -37
      3
      71
      38
      379
      349
      339
      134
      271
      99
      381
      136
      162
      593
      -58
      -108
      6
      59
      144
      441
      237
      38
      21
      147
      155
      -4
      268
      257
      61
      35
      154
      144
      137
      353
      36
      7
      57
      85
      -184
      -132
      25
      76
      77
      316
      187
      -121
      -110
      -28
      279
      69
      272
      84
      181
      336
      674
      89
      361
      221
      114
      503
      -310
      -51
      -36
      -78
      126
      105
      209
      39
      -13
      511
      872
      107
      89
      196
      -32
      -163
      -147
      160
      501
      365
      43
      13
      170
      57
      131
      263
      240
      250
      57
      18
      102
      123
      124
      31
      110
      317
      285
      319
      340
      334
      40
      -41
      -144
      -463
      -39
      -57
      328
      37
      78
      1
      160
      300
      88
      178
      88
      269
      145
      89
      389
      251
      6
      19
      7
      -267
      -352
      172
      655
      133
      408
      36
      84
      393
      66
      214
      -54
      -91
      -43
      98
      524
      -61
      -120
      -8
      460
      303
      699
      168
      -142
      247
      321
      796
      482
      113
      602
      79
      239
      36
      361
      353
      229
      174
      70
      161
      69
      144
      52
      15
      38
      293
      55
      355
      486
      42
      33
      6
      59
      248
      391
      81
      -41
      16
      -27
      -17
      78
      957
      122
      79
      238
      570
      1,729
      115
      211
      176
      26
      297
      46
      248
      -6
      248
      79
      44
      74
      230
      228
      428
      57
      181
      17
      111
      118
      181
      -119
      60
      96
      367
      332
      25
      338
      259
      224
      108
      116
      415
      40
      49
      555
      450
      -33
      -42
      -35
      -38
      742
      2,835
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 42,954
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 93
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 1,758
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  
3 Add lines 1 and 2........................... 3 1,758
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,758
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 344
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 344
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 10
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 1,424
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  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowVrona & Van Schuyler CPAS pllc Telephone no.right arrow (516) 670-9479

Located atright arrow240 LONG BEACH ROADISLAND PARKNY ZIP+4right arrow11558
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
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
ALIX REID Trustee
0.00 		0    
840 AUGUSTA STREET
OAK PARK,IL60302
MATHEW REID-SCHWARTZ Pres./SECT
0.00 		0    
4325 2ND AVENUE NE
SEATTLE,WA98105
JOSEPH RENFIELD V.P./TREAS.
0.00 		0    
9 HIGH STREET
BETHEL,CT06801
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  
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 arrow  
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
975,034
b
Average of monthly cash balances.......................
1b
9,729
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
984,763
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
 
3
Subtract line 2 from line 1d.........................
3
984,763
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
14,771
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
969,992
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
48,500
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
48,500
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,758
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,758
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
46,742
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
46,742
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
46,742
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
45,261
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
45,261
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 46,742
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 42,620
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 45,261
a Applied to 2023, but not more than line 2a 42,620
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 2,641
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024.    
(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  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		44,101
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) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year
Doctors Without Borders


333 Seventh Avenue
New York,NY10001 		NONE   Charitable 2,000
Museum of Modern Art


11 West 53rd Street
New York,NY10019 		NONE   Charitable 200
Metropolitan Museum of Art


1000 5th Avenue
New York,NY10028 		NONE   Charitable 600
Planned Parenthood of NYC


26 Bleeker Street
New York,NY10012 		NONE   Charitable 3,000
PS 198


1700 3rd Avenue
New York,NY10128 		NONE   Charitable 750
NAACP Legal Fund


40 Rector Street
New York,NY10006 		NONE   Donation 505
Spruce St School


12 Spruce Street
New York,NY10038 		NONE   Donation 5,000
Greenpeace


702 H Street NW
Washington,DC20001 		NONE   Donation 1,000
Nature Conservancy


4245 North Fairfax Drive
Arlington,VA22203 		NONE   Donation 500
Alley Cat Allies


7920 Norfolk Avenue
Bethesda,MD20814 		NONE   Donation 1,000
Carter Center


453 Freedom Pkwy NE
Atlanta,GA30307 		NONE   Donation 500
Danbury Animal Welfare


147 Grassy Plain Street
Bethel,CT06801 		NONE   Donation 1,000
Animal Welfare Institute


900 Pennsylvania Avenue SE
Washington,DC20003 		NONE   Donation 1,000
Covenant Ballet Theatre


4119 Avenue T
Brooklyn,NY11234 		NONE   Donation 250
American Jewish World Service


45 West 36th Street
New York,NY10018 		NONE   Donation 1,000
Alaska Raptor Center


1000 Raptor Way
Sitka,AK99835 		NONE   Donation 250
Family Works


1005 East State Street
Athens,OH45701 		NONE   Donation 500
Mountains to Sound Greenery Trust


911 Western Avenue Suite 203
Seattle,WA98104 		NONE   DONATION 100
Bethel Public Library


189 Greenwood Ave
Bethel,CT06801 		NONE   DONATION 500
Brooklyn Botanical Gardens


1000 Washington Avenue
Brooklyn,NY11225 		NONE   DONATION 550
Thirteen


825 Eighth Avenue
New York,NY10019 		    DONATION 2,000
Partners In Health


800 Boylston Street Suite 300
Boston,MA02199 		NONE   Donation 2,000
Southern Center for Human Rights


83 Poplar Street NW
Atlanta,GA30303 		NONE   DONATION 500
International Rescue Committee


122 E 42nd St
New York,NY10168 		NONE   DONATION 200
New Jersey Audubon


9 Hardscrabble Rd
Bernardsville,NJ07924 		NONE   DONATION 250
WSHU


39 Long Lots Rd
Westport,CT06880 		NONE   DONATION 500
Carnegie Hall


881 Seventh Ave
New York,NY10019 		NONE   Donation 1,000
Connecticut Public Radio


1049 Asylum Ave
Hartford,CT06105 		NONE   Donation 500
Bedlam


603 West 115th Street Mailbox 130
New York,NY10025 		NONE   Donation 500
Young Center


2245 S Michigan Ave Auite 301
Chicago,IL60061 		NONE   Donation 1,000
Hope Haven


1800 19th Street PO Box 70
Rock Valley,IA51247 		NONE   Donation 500
Calvary Hospital


1740 Eastchest Road
Bronx,NY10461 		NONE   Donation 750
Meadow Ridge


100 Redding Road
Redding,CT06896 		NONE   Donation 500
Seattle Public Library


1000 Fourth Ave
Seattle,WA98104 		NONE   Donation 200
PETA


501 Front St
Norfolk,VA23510 		NONE   Donation 500
Manhattan Country School


150 W 85th St
New York,NY10024 		NONE   Donation 1,000
Northwest Immigrant Rights Project


615 2nd Avenue Suite 400
Seattle,WA98104 		NONE   Donation 150
Books to Prisoners


92 Pike Street Box A
Seattle,WA98101 		NONE   Donation 100
First Book


1319 F St NW Suite 1000
Washington,DC20004 		NONE   Donation 200
KUOW


4518 University Way NE 310
Seattle,WA98105 		NONE   Donation 100
Writopia


155 West 81st Street Suite A
New york,NY10024 		NONE   Donation 1,000
Farm Sanctuary


3100 Aikens Road
Watkins Glen,NY14891 		NONE   Donation 1,200
Bridgeport Recue Mission


1088 Fairfield Ave
Bridgeport,CT06605 		    Donation 1,000
Committee to Protect Journalists


PO BOX 2675
NEW YORK,NY10108 		    DONATION 100
Loyola Marymount University


1 Loyola Marymount University Dr
Los Angeles,CA90045 		    Donation 500
WPKN


277 Fairfield Avenue
Bridgeport,CT06604 		    Donation 200
National Park Foundation


1500 K Street NW Suite 700
Washington,DC20005 		    Donation 1,000
Guggenheim


1071 Fifth Avenue
New York,NY10128 		    Donation 150
Bethel Volunteer Fire Department


36 South St 38
Bethel,CT06801 		    Donation 250
Cornell Lab Ornithology


159 Sapsucker Woods Rd
Ithaca,NY14850 		    Donation 500
WBEZ


848 East Grand Ave
Chicago,IL60611 		    Donation 500
Young at Heart


30 N Maple Street
Florence,MA01062 		    Donation 100
Humane Society


1255 23rd St NW Suite 450
Washington DC,DC20037 		NONE   CHARITABLE 1,000
Friends of Big Bear Valley


PO Box 422
Fawnskin,CA92333 		    CHARITABLE 500
University of Pennsylvania


University of Pennsylvania
Philadelphia,PA19104 		    CHARITABLE 100
Natun Gauatamala


Natun Guatemala 1968 S Coast Hwy
Laguna Beach,CA92651 		    CHARITABLE 500
Plymouth House


446 Main St
Plymouth,NH03264 		    CHARITABLE 500
Islandwood


4450 Blakely Ave NE
Bainbridge Island,WA98110 		    CHARITABLE 1,100
PBS


PBS 1225 S Clark Street
Arlington,VA22202 		NONE   CHARITABLE 100
DOE Fund


345 E 102ND ST 305
NEW YORK,NY10029 		NONE   CHARITABLE 500
Whitney Museum


99 GANSEVOORT STREET
NEW YORK,NY10014 		NONE   CHARITABLE 156
Hepzibah House


51 W 75TH ST
NEW YORK,NY10023 		NONE   CHARITABLE 200
Roundabout Theater Company


231 W 39th ST 1200
New York,NY10018 		NONE   CHARITABLE 500
PCRF


360 E 2nd St STE 710
Los Angeles,CA90012 		NONE   CHARITABLE 250
Artolution


195 Grand St Suite 4
Brooklyn,NY11211 		NONE   CHARITABLE 100
Fistula Foundation


1700 The Alameda 300
San Jose,CA95126 		NONE   CHARITABLE 500
Friends of Bonobos


PO Box 2652
Durham,NC27715 		NONE   CHARITABLE 100
Total .................................right arrow 3a 45,261
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 ....         22,755
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 ............ 		        42,954
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aCapital Gain Distribution 		        67,995
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..     133,704
13Total. Add line 12, columns (b), (d), and (e)..................
13
133,704
(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: 24020490
Software Version: 2024v5.1


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 InvestmentsCorpStockSchedule
Name:
MORNA R-SCHWARTZ FOUNDATION INC
EIN:
13-6192221
Software ID:
24020490
Software Version:
2024v5.1
Name of Stock End of Year Book Value End of Year Fair Market Value
SECURITIES AT BERNSTEIN 958,980 969,990

TY 2024 OtherExpensesSchedule
Name:
MORNA R-SCHWARTZ FOUNDATION INC
EIN:
13-6192221
Software ID:
24020490
Software Version:
2024v5.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
RESEARCH EXP 100 100    


TY 2024 OtherIncomeSchedule2
Name:
MORNA R-SCHWARTZ FOUNDATION INC
EIN:
13-6192221
Software ID:
24020490
Software Version:
2024v5.1
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Capital Gain Distribution 67,995 67,995  


TY 2024 OtherProfessionalFeesSchedule
Name:
MORNA R-SCHWARTZ FOUNDATION INC
EIN:
13-6192221
Software ID:
24020490
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 2,000 2,000 0 0
BROKERAGE FEES 4,597 4,597 0 0


TY 2024 TaxesSchedule
Name:
MORNA R-SCHWARTZ FOUNDATION INC
EIN:
13-6192221
Software ID:
24020490
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES WITHHELD 547 547