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
SUSAN A & DONALD P BABSON FOUNDATION
C/O GMA FOUNDATIONS
Number and street (or P.O. box number if mail is not delivered to street address)2 LIBERTY SQUARE 500
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02109
A Employer identification number

04-6782460
B Telephone number (see instructions)

(617) 426-7080
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$7,092,850J 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... 158,681 158,681  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,415,146
b Gross sales price for all assets on line 6a 2,544,758
7 Capital gain net income (from Part IV, line 2)... 1,415,146
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
140 0 140
12 Total. Add lines 1 through 11........ 1,573,967 1,573,827 140
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 52,476 37,981 0 14,495
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
22,250 0 0 22,250
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
9,719 0 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
70 0 0 70
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 84,515 37,981 0 36,815
25 Contributions, gifts, grants paid....... 289,380 289,380
26 Total expenses and disbursements. Add lines 24 and 25 373,895 37,981 0 326,195
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,200,072
b Net investment income (if negative, enter -0-) 1,535,846
c Adjusted net income (if negative, enter -0-)... 140
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............. 5,081    
2 Savings and temporary cash investments......... 244,889 208,394 208,394
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)....... 2,942,978 Click to see attachment
List of Attached Documents:
// Content
4,348,769 		5,932,415
c Investments—corporate bonds (attach schedule)....... 1,144,863 Click to see attachment
List of Attached Documents:
// Content
974,979 		952,041
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) 4,337,811 5,532,142 7,092,850
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 4,337,811 5,532,142
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 4,337,811 5,532,142
30 Total liabilities and net assets/fund balances (see instructions). 4,337,811 5,532,142
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,337,811
2
Enter amount from Part I, line 27a .....................
2
1,200,072
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,537,883
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
5,741
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,532,142
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 PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,488,080   1,129,612 1,358,468
b 56,678     56,678
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,358,468
b       56,678
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,415,146
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 21,348
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 21,348
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 21,348
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 6,900
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 19,500
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 26,400
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 62
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 4,990
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow4,990 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
 
No
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowGMA FOUNDATIONS Telephone no.right arrow (617) 426-7080

Located atright arrow2 LIBERTY SQUARE 500BOSTONMA ZIP+4right arrow02109
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
WILMINGTON TRUST COMPANY CO-TRUSTEE (UNTIL 9/2024)
1.00 		47,476 0 0
1100 NORTH MARKET STREET
WILMINGTON,DE19890
DEBORAH BABSON FAMILY MEMBER TRUSTEES
1.00 		0 0 0
1100 NORTH MARKET STREET
WILMINGTON,DE19890
AVERILL BABSON FAMILY MEMBER TRUSTEES
1.00 		0 0 0
1100 NORTH MARKET STREET
WILMINGTON,DE19890
RICHARD L BABSON FAMILY MEMBER TRUSTEES
1.00 		0 0 0
1100 NORTH MARKET STREET
WILMINGTON,DE19890
RAY CONSIDINE CO-TRUSTEE
1.00 		5,000 0 0
1100 NORTH MARKET STREET
WILMINGTON,DE19890
MAITHRI B BABSON FAMILY MEMBER TRUSTEES
1.00 		0 0 0
1100 NORTH MARKET STREET
WILMINGTON,DE19890
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 arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
6,717,462
b
Average of monthly cash balances.......................
1b
157,481
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,874,943
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
6,874,943
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
103,124
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,771,819
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
338,591
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
338,591
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
21,348
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
21,348
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
317,243
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
317,243
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
317,243
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
326,195
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
326,195
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 7 317,243
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022...... 26,497
e From 2023...... 27,756
f Total of lines 3a through e ........ 54,253
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 326,195
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 317,243
e Remaining amount distributed out of corpus 8,952
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 63,205
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		63,205
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022.... 26,497
d Excess from 2023.... 27,756
e Excess from 2024.... 8,952
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

PATHWAY TO POSSIBLE

1301 CENTRE STREET
NEWTON CENTRE,MA02459 		  PC PAUL T. BABSON II JUBILEE HOUSE 10,000

ARAB-AMERICAN FAMILY SUPPORT CENTER

150 COURT STREET 3RD FLOOR
BROOKLYN,NY11201 		  PC GENERAL OPERATING SUPPORT 5,000

CLIMATE CENTRAL

ONE PALMER SQUARE SUITE 402
PRINCETON,NJ08542 		  PC GENERAL OPERATING SUPPORT 5,000

DC SCORES

1140 CONNECTICUT AVENUE NW SUITE
1200
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 2,000

HARLEM EDUCATIONAL ACTIVITIES FUND

2090 ADAM CLAYTON POWELL JR BLVD
10TH FLOOR
NEW YORK,NY10027 		  PC GENERAL OPERATING SUPPORT 6,000

NEW AMERICAN PATHWAYS

2300 HENDERSON MILL ROAD NE SUITE
100
ATLANTA,GA30345 		  PC GENERAL OPERATING SUPPORT 3,000

THE SAFINA CENTER

80 NORTH COUNTRY ROAD
SETAUKET,NY11733 		  PC GENERAL OPERATING SUPPORT 3,000

SANDY HOOK PROMISE FOUNDATION

PO BOX 3489
NEWTOWN,CT06470 		  PC KNOW THE SIGNS (KTS) 1,000

AMERICAN FUND FOR EMMANUEL

C/O HURWIT ASSOCIATES1150 WALNUT
STREET 2ND FLOOR
NEWTON,MA02461 		  PC A RECOMMENDED GRANT TO EMMANUEL COLLEGE, CAMBRIDGE, IN ORDER TO FUND A POST DOC 8,000

AMERICAN FUND FOR EMMANUEL

C/O HURWIT ASSOCIATES1150 WALNUT
STREET 2ND FLOOR
NEWTON,MA02461 		  PC EMMA ENABLES 1,000

BRADY CENTER TO PREVENT GUN VIOLENCE

840 FIRST STREET NE SUITE 400
WASHINGTON,DC20002 		  PC GENERAL OPERATING SUPPORT AND SUPPORT TO STOP GUN VIOLENCE IN SCHOOLS AND IN ACTS AGAINST ETHNIC AND MINORITY GROUPS 1,000

GUIDING EYES FOR THE BLIND

611 GRANITE SPRINGS RD
YORKTOWN HEIGHTS,NY10598 		  PC OPERATING SUPPORT 1,000

HUMAN RIGHTS WATCH

350 FIFTH AVENUE 34TH FLOOR
NEW YORK,NY101183299 		  PC CHILDREN'S RIGHTS DIVISION - WORKING WITH CHILDREN IN RESIDENTIAL INSTITUTIONS AND ORPHANAGES IN UKRAINE AND ELSEWHERE AND FOR WORK ENDING LIFE WITHOUT PAROLE 10,000

HUMAN RIGHTS WATCH

350 FIFTH AVENUE 34TH FLOOR
NEW YORK,NY101183299 		  PC DISABILITIES RIGHTS DIVISION - FOR THEIR WORK IN INVOLUNTARY DETENTION OF PEOPLE WITH DISABILITIES 1,000

INTERNATIONAL RESCUE COMMITTEE

PO BOX 6068
ALBERT LEA,MN560079847 		  PC FOR WORK IN GAZA AND CHILDREN AND WOMEN IN AFGHANISTAN 1,860

MEENAKSHI FOUNDATION INC

PO BOX 14
GREAT BARRINGTON,MA012300014 		  PC EDUCATIONAL FOR YOUNG WOMEN IN SOUTH INDIA 10,000

PLANNED PARENTHOOD FEDERATION OF AMERICA

PO BOX 97166
WASHINGTON,DC200907166 		  PC FOR THEIR WORK IN STATES THAT MOST NEED SUPPORT FOR COUNSELING AND ABORTION SERVICES 2,000

THE POSSIBILITY PROJECT DBA CITIES AT PEACE INC

104 W 27TH STREET 12TH FLOOR
NEW YORK,NY10001 		  PC SATURDAY YOUTH EMPOWERMENT PROGRAM 1,000

SOUTH BRONX UNITED

814 RIVER AVENUE SUITE 2-3
BRONX,NY10451 		  PC THE SBU ACADEMY YOUTH DEVELOPMENT PROGRAM 2,500

THE WINSOR SCHOOL

103 PILGRIM ROAD
BOSTON,MA02215 		  PC ANNUAL FUND SCHOLARSHIPS 1,000

WOMEN'S REFUGEE COMMISSION

15 WEST 37TH STREET NINTH FLOOR
NEW YORK,NY10018 		  PC WORK IN AFGHANISTAN AND WITH UKRAINIAN REFUGEES 2,000

BREAKTIME UNITED INC

170 PORTLAND ST
BOSTON,MA02114 		  PC GENERAL OPERATING SUPPORT 3,500

CROTCHED MOUNTAIN FOUNDATION

186 GRANITE STREET SUITE 3C
MANCHESTER,NH03101 		  PC GENERAL OPERATING SUPPORT 3,500

DEEP SPRINGS COLLEGE

HC 72 BOX 45001
DYER,NV89010 		  PC GENERAL OPERATING SUPPORT 2,000

GIFT OF ADOPTION FUND

1200 SHERMER RD SUITE 111
NORTHBROOK,IL60062 		  PC ADOPTION ASSISTANCE - PERMANENT FAMILIES FOR AT-RISK CHILDREN 6,000

MASSACHUSETTS ADOPTION RESOURCE EXCHANGE INC

19 NEEDHAM STREET SUITE 206
NEWTON,MA02461 		  PC GENERAL OPERATING SUPPORT 4,000

MIRIAM'S KITCHEN

2401 VIRGINIA AVENUE NW
WASHINGTON,DC20037 		  PC GENERAL OPERATING SUPPORT 3,000

THE PARK THEATRE

PO BOX 278
JAFFREY,NH03452 		  PC GENERAL OPERATING SUPPORT 3,500

PERKINS SCHOOL FOR THE BLIND

175 NORTH BEACON STREET
WATERTOWN,MA02472 		  PC GENERAL OPERATING SUPPORT 4,500

PRADER-WILLI SYNDROME ASSOCIATION USA

1032 E BRANDON BLVD 4744
BRANDON,FL33511 		  PC GENERAL OPERATING SUPPORT 3,500

REACH BEYOND DOMESTIC VIOLENCE

PO BOX 540024
WALTHAM,MA02454 		  PC PEERS AGAINST VIOLENCE EDUCATORS (PAVE) 4,000

WILAHMENAS PLACE FBO THE PEOPLE'S ACADEMY INC

8 SUMNER PARK 3
BOSTON,MA02125 		  PC TRADES NOT TRIGGERS 2,500

CATHOLIC CHARITIES NEW HAMPSHIRE FBO MONADNOCK AT HOME

100 WILLIAM LOEB DRIVE UNIT 3
MANCHESTER,NH03109 		  PC SCHOLARSHIP FUND 1,000

COMMONWEALTH ZOOLOGICAL CORPORATION

ONE FRANKLIN PARK ROAD
BOSTON,MA02121 		  PC GENERAL OPERATING SUPPORT 4,000

COMMUNITY VOLUNTEER TRANSPORTATION COMPANY

375 JAFFREY ROAD SUITE 3
PETERBOROUGH,NH03458 		  PC GENERAL OPERATING SUPPORT 1,000

FEEDING AMERICA

PO BOX 96749
WASHINGTON,DC200906749 		  PC GENERAL OPERATING SUPPORT 3,000

FRIENDS OF THE PUBLIC GARDEN

69 BEACON STREET
BOSTON,MA02108 		  PC MALL LIGHTING PROJECT AND IN PUBLIC GARDEN STATUE/FOUNTAIN 1,360

ME2ORCHESTRA INC

529 MAIN ST STE 103
CHARLESTOWN,MA02129 		  PC GENERAL OPERATING SUPPORT 1,000

NEADS INC

PO BOX 1100
PRINCETON,MA01541 		  PC SERVICE DOG TRAINING - GENERAL OPERATING SUPPORT 1,000

SHELTER FROM THE STORM

PO BOX 257
JAFFREY,NH03452 		  PC GENERAL OPERATING SUPPORT 1,000

SPAULDING REHABILITATION HOSPITAL

300 1ST AVENUE
BOSTON,MA02129 		  PC GENERAL OPERATING SUPPORT 2,000

WORLD CENTRAL KITCHEN

200 MASSACHUSETTS AVE NW 7TH FLOOR
WASHINGTON,DC20001 		  PC UKRAINIAN REFUGEE AID ($3,000) AND ISRAELI & PALESTINIAN AID ($3,000) 6,000

WORLD HEALTH FOUNDATION

2640 PITCAIRN RD
MONROEVILLE,PA15146 		  PC UKRAINIAN REFUGEE AID ($3,000) AND ISRAELI & PALESTINIAN AID ($3,000) 6,000

BETHESDA-CHEVY CHASE HIGH SCHOOL EDUCATIONAL FOUNDATION INC

PO BOX 15062
CHEVY CHASE,MD208255062 		  PC IN MEMORY OF DANIEL RUPERT 2,000

BOSTON PREPARATORY CHARTER PUBLIC SCHOOL

885 RIVER STREET
HYDE PARK,MA02136 		  PC THE PERSISTENCE PROJECT 6,000

CALIFORNIA INSTITUTE OF INTEGRAL STUDIES

1453 MISSION STREET
SAN FRANCISCO,CA94103 		  PC WOMEN'S SPIRITUALITY PROGRAM 2,000

CENTER FOR ARMS CONTROL AND NON-PROLIFERATION

820 1ST STREET NE SUITE LL-180
WASHINGTON,DC20002 		  PC GENERAL OPERATING SUPPORT 1,000

DHAMMA HADAYA

6745 DAVIS FORD RD
MANASSAS,VA20111 		  PC TO SUPPORT PROGRAMS FOR MENTAL AND SOCIAL HEALTH AND WELLBEING BOTH IN THE U.S AND SRI LANKA THROUGH EXPANSION OF BUDDHIST PHILOSOPHY AND MEDITATION 7,500

EMORY UNIVERSITY

1762 CLIFTON ROAD NE SUITE 1500
ATLANTA,GA30322 		  PC EMORY GOIZUETA BBA STUDENT SCHOLARSHIP FUND 5,000

EVERYTOWN FOR GUN SAFETY SUPPORT FUND

PO BOX 3886
NEW YORK,NY10163 		  PC GENERAL OPERATING SUPPORT 5,000

SHALOM CENTER INC FBO INTERFAITH MORAL ACTION ON CLIMATE

4005 WISCONSIN AVE NWP O BOX 5513
WASHINGTON,DC20016 		  PC FOR WORK ON YOUTH, CLIMATE AND MENTAL HEALTH 1,000

INTERNATIONAL BUDDHIST CENTER IN WHEATON MARYLAND

2600 ELMONT STREET
WHEATON,MA209022760 		  PC FOR EDUCATIONAL WORK WITH YOUTH ON ECONOMIC CRISIS, ENVIRONMENTAL AND SOCIAL JUSTICE 10,000

LIGMINCHA INTERNATIONAL

554 DRUMHELLER LN
SHIPMAN,VA22971 		  PC ON RECOMMENDATION OF MAGGIE SCOBIE 2,000

MASSACHUSETTS PEACE ACTION EDUCATION FUND

11 GARDEN ST
CAMBRIDGE,MA02138 		  PC NEW DEVELOPMENT INITIATIVES 5,000

NIPPONZAN MYOHOJI NEW ENGLAND PEACE PAGODA

100 CAVE HILL RD
LEVERETT,MA01054 		  PC LEVERETT PEACE PAGODA GROUNDS PROJECTS 7,000

SIRIUS INC

72 BAKER RD
SHUTESBURY,MA01072 		  PC GENERAL OPERATING SUPPORT 2,000

US ZEN INSTITUTE

19225 LIBERTY MILL RD
GERMANTOWN,MD20874 		  PC FOR WORK OF ZEN INSTITUTE AND AMATA MEDITATION CENTER, BOYDS 2,000

THE WASHINGTON BUDDHIST VIHARA

5017 16TH ST NW
WASHINGTON,DC20011 		  PC FOR PEACE EDUCATION WITH YOUTH 1,000

THE WASHINGTON BUDDHIST VIHARA

5017 16TH ST NW
WASHINGTON,DC20011 		  PC TO SUPPORT "HELP THE NEEDY IN SRI LANKA PROGRAM" 7,800

ASTRAEA LESBIAN FOUNDATION FOR JUSTICE

116 EAST 16TH STREET 7TH FLOOR
NEW YORK,NY10003 		  PC GENERAL OPERATING SUPPORT 2,250

BAGLY INC (BOSTON ALLIANCE OF GAY LESBIAN BISEXUAL AND TRANSGENDER YOUTH

PO BOX 960814
BOSTON,MA02196 		  PC GENERAL OPERATING SUPPORT 14,250

FENWAY COMMUNITY HEALTH CENTER

1340 BOYLSTON STREET
BOSTON,MA02215 		  PC GENERAL OPERATING SUPPORT 5,000

GALA CHORUSES

PO BOX 99998
PITTSBURGH,PA15233 		  PC GENERAL OPERATING SUPPORT 2,500

GLBTQ LEGAL ADVOCATES & DEFENDERS (GLAD)

18 TREMONT ST SUITE 950
BOSTON,MA02108 		  PC GENERAL OPERATING SUPPORT 3,000

OUTRIGHT ACTION INTERNATIONAL

216 EAST 45TH STREET 17TH FLOOR
NEW YORK,NY10017 		  PC GENERAL OPERATING SUPPORT 8,000

POINT FOUNDATION

PO BOX 60108
LOS ANGELES,CA90060 		  PC GENERAL OPERATING SUPPORT 10,000

AMERICAN FUND FOR LONDON SCHOOL OF ECONOMICS

11 HUDSON YARDS FLOOR 11
NEW YORK,NY10001 		  PC GENERAL OPERATING SUPPORT 1,500

BAY STATE PERFORMING ARTS INC DBA BOSTON GAY MEN'S CHORUS

539 TREMONT STREET
BOSTON,MA02116 		  PC GENERAL OPERATING SUPPORT 3,500

THE BOSTON FOUNDATION

75 ARLINGTON STREET 3RD FLOOR
BOSTON,MA02116 		  PC GENERAL OPERATING SUPPORT OF THE EQUALITY FUND 1,360

CENTER FOR KHMER STUDIES INC

PO BOX 96503 PMB 42771
WASHINGTON,DC200906503 		  PC GENERAL OPERATING SUPPORT 2,000

DEXTER SOUTHFIELD INC

20 NEWTON STREET
BROOKLINE,MA02445 		  PC GAY STUDENT ALLIANCE 1,500

MASSEQUALITY EDUCATION FOUNDATION

100 GROVE STREET SUITE 313
WORCESTER,MA01605 		  PC GENERAL OPERATING SUPPORT 1,000

SCHOOL YEAR ABROAD

120 WATER STREET SUITE 310
NORTH ANDOVER,MA01845 		  PC GENERAL OPERATING SUPPORT 1,500

UNIVERSITY OF VIRGINIA - SERPENTINE SOCIETY

PO BOX 400314
CHARLOTTESVILLE,VA22904 		  PC GENERAL OPERATING SUPPORT 10,000

SOUTH AFRICA PARTNERS

89 SOUTH STREET
BOSTON,MA02108 		  PC GENERAL OPERATING SUPPORT 1,000

UNITED NATIONS FOUNDATION

320 EAST 43RD STREET 3RD FLOOR
NEW YORK,NY10017 		  PC GENERAL OPERATING SUPPORT 10,000
Total .................................right arrow 3a 289,380
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 158,681  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,415,146  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aCLASS ACTION SETTLEMENT 		    14 140  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,573,967 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,573,967
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 InvestmentsCorpBondsSchedule
Name:
SUSAN A & DONALD P BABSON FOUNDATION
 
C/O GMA FOUNDATIONS
EIN:
04-6782460
Name of Bond End of Year Book Value End of Year Fair Market Value
4812C0159 JPMORGAN MTG-BACKED 269,066 271,100
592905509 METWEST TOTAL RETURN 525,688 482,061
24524282 AMERICAN BEACON SIM H 180,225 198,880

TY 2024 InvestmentsCorpStockSchedule
Name:
SUSAN A & DONALD P BABSON FOUNDATION
 
C/O GMA FOUNDATIONS
EIN:
04-6782460
Name of Stock End of Year Book Value End of Year Fair Market Value
02079K107 ALPHABET INC CL C 122,781 175,014
464287614 ISHARES RUSSELL 1000 GROWTH ETF 67,764 81,521
464287622 ISHARES RUSSELL 1000 GROWTH ETF 139,702 159,469
14064D774 FT BHVRL SM CAP 146,000 164,678
00171A852 AMG RIVER RD SM-CAP 108,158 171,062
00724F101 ADOBE INC 27,543 31,572
09250J734 BLACKROCK EVENT DRIV 64,337 67,197
09857L108 BOOKING HOLDINGS INC 30,020 59,621
023135106 AMAZON.COM INC 114,177 187,798
235851102 DANAHER CORP COM 8,218 64,044
25537101 AMERICAN ELECTRIC POW 34,062 36,892
30303M102 META PLATFORMS, INC- 56,264 82,557
37833100 APPLE INC 16,629 292,240
45775L408 T ROWE PRICE LG-CAP 138,381 216,212
464287879 ISHARES S&P SMALL-CA 81,382 96,337
46432F842 ISHARES CORE MSCI EA 464,844 553,033
46434G103 ISHARES CORE MSCI EM 223,337 263,137
46625H100 JPMORGAN CHASE & CO 19,092 148,141
478160104 JOHNSON & JOHNSON 3,128 26,176
56823396 BAILLIE GIFFORD EMERG 71,964 60,956
57636Q104 MASTERCARD INC CL A 15,561 94,256
58933Y105 MERCK & CO INC 7,733 33,624
594918104 MICROSOFT CORP 198,645 279,033
681919106 OMNICOM GROUP INC CO 15,361 34,330
713448108 PEPSICO INC COM 3,496 24,482
19766P868 COLUMBIA OVERSEAS VA 255,000 255,488
367829777 GATEWAY FUND CLASS N 61,598 74,933
461418444 WCM FOCUSED INT'L GR 310,495 300,125
46434V647 ISHARES GLOBAL REIT 78,024 83,967
921939708 VANGUARD COMMODITY S 76,665 77,154
G1151C101 ACCENTURE PLC- CL A 35,637 36,234
G51502105 JOHNSON CONTROLS INT 28,779 38,597
20030N101 COMCAST CORP NEW A 41,183 36,817
437076102 HOME DEPOT INC COM 67,645 68,851
580135101 MCDONALD'S CORPORATION 27,253 27,250
88160R101 TESLA INC. 38,244 81,576
254687106 WALT DISNEY CO 74,231 73,157
22160K105 COSTCO WHOLESALE CORP COM 89,205 107,204
87612E106 TARGET CORP COM 14,507 38,256
060505104 BANK AMER CORP 78,675 97,789
09290D101 BLACKROCK INC 40,842 61,507
617446448 MORGAN STANLEY GROUP INC 32,324 44,756
70450Y103 PAYPAL HOLDINGS INC 33,082 47,540
002824100 ABBOTT LABORATORIES 50,424 47,619
00287Y109 ABBVIE INC 44,774 44,780
036752103 ELEVANCE HEALTH INC 31,404 22,872
532457108 ELI LILLY & CO 53,952 53,268
244199105 DEERE & CO COMMON 53,449 62,284
907818108 UNION PACIFIC CORP COM 6,854 27,821
911312106 UNITED PARCEL SERVICE CL B 31,693 26,355
032654105 ANALOG DEVICES INC 49,446 53,752
11135F101 BROADCOM INC 86,460 141,422
17275R102 CISCO SYSTEMS INC 27,138 32,678
67066G104 NVIDIA CORP COM 153,075 239,036
68389X105 ORACLE CORPORATION COM 30,651 44,826
009158106 AIR PRODUCTS & CHEMICALS INC 19,988 24,363
824348106 SHERWIN WILLIAMS CO COM 39,243 39,772
03027X100 AMERICAN TOWER CORP CL A 35,383 31,547
053484101 AVALONBAY COMMUNITIES INC 41,422 49,713
125896100 CMS ENERGY CORP COM 31,445 35,724

TY 2024 OtherDecreasesSchedule
Name:
SUSAN A & DONALD P BABSON FOUNDATION
 
C/O GMA FOUNDATIONS
EIN:
04-6782460
Description Amount
OTHER ADJUSTMENTS 5,741


TY 2024 OtherExpensesSchedule
Name:
SUSAN A & DONALD P BABSON FOUNDATION
 
C/O GMA FOUNDATIONS
EIN:
04-6782460
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FILING FEE 70 0 0 70


TY 2024 OtherIncomeSchedule2
Name:
SUSAN A & DONALD P BABSON FOUNDATION
 
C/O GMA FOUNDATIONS
EIN:
04-6782460
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
CLASS ACTION SETTLEMENT 140   140


TY 2024 OtherProfessionalFeesSchedule
Name:
SUSAN A & DONALD P BABSON FOUNDATION
 
C/O GMA FOUNDATIONS
EIN:
04-6782460
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GRANT MANAGEMENT FEES 22,250 0 0 22,250


TY 2024 TaxesSchedule
Name:
SUSAN A & DONALD P BABSON FOUNDATION
 
C/O GMA FOUNDATIONS
EIN:
04-6782460
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 9,719 0 0 0