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
The John Bickford Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

23-7167663
B Telephone number (see instructions)

(800) 839-1754
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$5,278,604J 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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 206 206  
4 Dividends and interest from securities... 144,011 144,011  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 212,123
b Gross sales price for all assets on line 6a 804,794
7 Capital gain net income (from Part IV, line 2)... 212,123
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
223 223  
12 Total. Add lines 1 through 11........ 356,563 356,563  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
20,167 183 0 19,985
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
28,417 21,294   7,123
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,200      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 14,848     14,848
22 Printing and publications.......... 253     253
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
20,677 40   20,637
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 86,562 21,517 0 62,846
25 Contributions, gifts, grants paid....... 188,000 188,000
26 Total expenses and disbursements. Add lines 24 and 25 274,562 21,517 0 250,846
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 82,001
b Net investment income (if negative, enter -0-) 335,046
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 45,637 166,289 166,289
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)....... 3,301,329 Click to see attachment
List of Attached Documents:
// Content
3,263,678 		4,894,049
c Investments—corporate bonds (attach schedule)....... 76,000 Click to see attachment
List of Attached Documents:
// Content
76,000 		114
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).......... 250,000 Click to see attachment
List of Attached Documents:
// Content
250,000 		218,152
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) 3,672,966 3,755,967 5,278,604
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 3,672,966 3,755,967
29 Total net assets or fund balances (see instructions)..... 3,672,966 3,755,967
30 Total liabilities and net assets/fund balances (see instructions). 3,672,966 3,755,967
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
3,672,966
2
Enter amount from Part I, line 27a .....................
2
82,001
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,000
4
Add lines 1, 2, and 3 ..........................
4
3,755,967
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
3,755,967
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
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 804,794   592,671 212,123
b
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       212,123
b
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 2 212,123
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 4,657
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 4,657
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 4,657
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 3,100
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,600
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,700
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 0
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 43
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow43 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 arrowDE, NJ
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
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
Andrew V Bickford Treas, Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Benjamin Gray Bickford Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Charles G Bickford Dir, Pres
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Tatyana L Bickford Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Wilson M Compton Dir, Sec
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Diane Kahn Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Annie Howe Novak Trustee, VP
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Catherine Walsh VP, Pres, Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
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
 
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
 
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
4,908,627
b
Average of monthly cash balances.......................
1b
40,982
c
Fair market value of all other assets (see instructions)................
1c
218,152
d
Total (add lines 1a, b, and c).........................
1d
5,167,761
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
5,167,761
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
77,516
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,090,245
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
254,512
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
254,512
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
4,657
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,657
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
249,855
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
249,855
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
249,855
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
250,846
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
250,846
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 7 249,855
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 13,698
b From 2020......  
c From 2021......  
d From 2022...... 42,353
e From 2023...... 1,100
f Total of lines 3a through e ........ 57,151
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 250,846
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount..... 249,855
e Remaining amount distributed out of corpus 991
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 58,142
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 .......... 		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) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		13,698
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		44,444
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022.... 42,353
d Excess from 2023.... 1,100
e Excess from 2024.... 991
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
THE JOHN BICKFORD FOUNDATION
c/o Foundation Source 55 Walls Dr
Fairfield,CT06824
(973) 966-8073
johnbickfordfoundation@gmail.com
bThe form in which applications should be submitted and information and materials they should include:
Letter
cAny submission deadlines:
March 1
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
None
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

ART IN THE ATRIUM INC

1 GREEN HILL RD
MORRISTOWN,NJ07960 		N/A PC General & Unrestricted 10,000

CHAPIN SCHOOL

4101 PRINCETON PIKE
PRINCETON,NJ08540 		N/A PC General & Unrestricted 3,000

COMMUNITY ACTION SERVICE CENTER

PO BOX 88
HIGHTSTOWN,NJ08520 		N/A PC General & Unrestricted 3,000

COMMUNITY HOPE INC

959 ROUTE 46 EAST STE 402
PARSIPPANY,NJ07054 		N/A PC General & Unrestricted 1,000

CORNERSTONE FAMILY PROGRAMS

12 FLAGER ST
MORRISTOWN,NJ07960 		N/A PC after school program 5,000

CORPORATION OF HAVERFORD COLLEGE

370 W LANCASTER AVE
HAVERFORD,PA19041 		N/A PC General & Unrestricted 3,000

COURT APPOINTED SPECIAL ADVOCATES OF MORRIS AND SU

222 RIDGEDALE AVE
CEDAR KNOLLS,NJ07927 		N/A PC General & Unrestricted 5,000

DIOCESE OF NEW JERSEY

808 W STATE ST
TRENTON,NJ08618 		N/A PC General Operating Support for All Saints' Episcopal Church in Bay Head, NJ 250

DOVER CHILDRENS HOME

207 LOCUST ST
DOVER,NH03820 		N/A PC General & Unrestricted 7,500

FAMILY PROMISE OF MORRIS COUNTY INC

PO BOX 1494
MORRISTOWN,NJ07962 		N/A PC Funds to support motel stays to individuals who have disabilities with ADA accommodations or keep family units together while in transition to permanent housing 3,000

FRANKLIN & MARSHALL COLLEGE

PO BOX 3003
LANCASTER,PA17604 		N/A PC General & Unrestricted 2,000

FRIENDS OF BURMA INC

548 HOME AVE
FORT WAYNE,IN46807 		N/A PC Myanmar Institute of Theology (MIT) 2,500

GOOD GRIEF INC

38 ELM ST
MORRISTOWN,NJ07960 		N/A PC General & Unrestricted 1,000

GREAT WORKS REGIONAL LAND TRUST

PO BOX 151
SOUTH BERWICK,ME03908 		N/A PC General & Unrestricted 2,500

GUNDALOW COMPANY

60 MARCY ST
PORTSMOUTH,NH03801 		N/A PC General & Unrestricted 3,500

HOMELESS SOLUTIONS INC

3 WING DR STE 245
CEDAR KNOLLS,NJ07927 		N/A PC new internship program 5,000

INTERFAITH FOOD PANTRY INC

2 EXECUTIVE DR
MORRIS PLAINS,NJ07950 		N/A PC Funds to support Healthy Choices Marketplace and Mobile Network 5,000

IT TAKES PHILLY ENCOURAGING AND EMPOWERING OUR CHI

419 JOHNSON ST
JENKINTOWN,PA19406 		N/A PC General & Unrestricted 2,000

JENKINTOWN FOOD CUPBOARD INC

328 SUMMIT AVE
JENKINTOWN,PA19046 		N/A PC General & Unrestricted 2,000

JERSEY BATTERED WOMENS SERVICE

PO BOX 1437
MORRISTOWN,NJ07962 		N/A PC General & Unrestricted 2,000

MAZZONI CENTER

1348 BAINBRIDGE ST
PHILADELPHIA,PA19147 		N/A PC General & Unrestricted 2,000

METTAWEE THEATRE CO INC

209 DUNNIGAN RD
SALEM,NY12865 		N/A PC General & Unrestricted 6,500

MORRIS MUSEUM INC

6 NORMANDY HEIGHTS RD
MORRISTOWN,NJ07960 		N/A PC General operating support for exhibitions, performing arts, facility maintenance, and personnel costs 15,000

MORRISTOWN AND MORRIS TOWNSHIP LIBRARY FOUNDATION

1 MILLER RD
MORRISTOWN,NJ07960 		N/A PC General & Unrestricted 5,000

NEW HAMPSHIRE HUMANITIES COUNCIL INC

117 PLEASANT ST
CONCORD,NH03301 		N/A PC General & Unrestricted 1,000

NEWBRIDGE SERVICES INC

620 NEWARK POMPTON TPKE
POMPTON PLAINS,NJ07444 		N/A PC General & Unrestricted 5,000

NORTH JERSEY PRACTICAL SUPPORT INC

PO BOX 643
ENGLEWOOD,NJ07631 		N/A PC General & Unrestricted 1,000

PHILLIPS EXETER ACADEMY

20 MAIN ST
EXETER,NH03833 		N/A PC General & Unrestricted 2,000

PLANNED PARENTHOOD OF NORTHERN CENTRAL AND SOUTHER

196 SPEEDWELL AVE
MORRISTOWN,NJ07960 		N/A PC General & Unrestricted 5,000

PRESCHOOL ADVANTAGE INC

25 LINDSLEY DR STE 307
MORRISTOWN,NJ07960 		N/A PC General & Unrestricted 4,000

PRINCETON NURSERY SCHOOL INC

78 LEIGH AVE
PRINCETON,NJ08542 		N/A PC General & Unrestricted 5,000

PROPRIETORS PORTSMOUTH ATHENAEUM

PO BOX 366
PORTSMOUTH,NH03802 		N/A PC General & Unrestricted 2,500

REPRODUCTIVE FREEDOM FOR ALL FOUNDATION

1725 EYE ST NW SUITE 900
WASHINGTON,DC20006 		N/A PC General & Unrestricted 10,000

ROOTS & WINGS FOUNDATION A NEW JERSEY NON PROFIT C

75 BLOOMFIELD AVE STE 303
DENVILLE,NJ07834 		N/A PC General & Unrestricted 2,000

S A V E - A FRIEND TO HOMELESS ANIMALS INC

1010 RTE 601
SKILLMAN,NJ08558 		N/A PC General & Unrestricted 500

SEACOAST VILLAGE PROJECT

400 LITTLE HARBOR RD MAILBOX 1101
PORTSMOUTH,NH03801 		N/A PC General & Unrestricted 2,000

SIGNATURE THEATRE INC

4200 CAMPBELL AVE
ARLINGTON,VA22206 		N/A PC General & Unrestricted 3,500

SOUTHERN NEW HAMPSHIRE UNIVERSITY

2500 N RIVER RD
MANCHESTER,NH03106 		N/A PC scholarship Fund for international students 5,000

ST JOHNS EPISCOPAL CHURCH

100 CHAPEL ST
PORTSMOUTH,NH03801 		N/A PC Music fund and general fund 7,000

STRAWBERY BANKE MUSEUM

17 HANCOCK ST FL 2
PORTSMOUTH,NH03801 		N/A PC Funds directed to The Boatshop at Strawbery Banke to support hands-on experiential summer camps for children 3,000

STRAWBERY BANKE MUSEUM

17 HANCOCK ST FL 2
PORTSMOUTH,NH03801 		N/A PC General & Unrestricted 2,000

THE 124 CLUB

PO BOX 208
ROCKY HILL,NJ08553 		N/A PC General & Unrestricted 250

THE CENTER AT 353 INC

353 NASSAU ST
PRINCETON,NJ08540 		N/A PC General & Unrestricted 5,000

THE SHAKESPEARE THEATRE OF NEW JERSEY INC

3 VREELAND RD
FLORHAM PARK,NJ07932 		N/A PC Funds to support internship stipends and housing costs for deserving students 2,500

TILTON SCHOOL

30 SCHOOL ST
TILTON,NH03276 		N/A PC General & Unrestricted 1,500

TRUSTEES OF AMHERST COLLEGE

PO BOX 5000
AMHERST,MA01002 		N/A PC General & Unrestricted 2,500

TWO STATE YOUNG MENS CHRISTIAN ASSOCIATION

748 HAMILTON RD
BECKET,MA01223 		N/A PC scholarship program for students in need to attend Camp Becket summer camp 1,500

UNITED BOARD FOR CHRISTIAN HIGHER EDUCATION IN ASI

475 RIVERSIDE DR STE 1221
NEW YORK,NY10115 		N/A PC United Board Faculty Scholarship Program 7,000

WASHINGTON DRAMA SOCIETY INC

1101 6TH ST SW
WASHINGTON,DC20024 		N/A PC General & Unrestricted 2,000

WASHINGTON UNIVERSITY

1 BROOKINGS DR MSC 1082-414-2555
SAINT LOUIS,MO63130 		N/A PC Class of 1986 Scholarship Fund 1,000

WHAT CHEER FLOWER FARM

63 MAGNOLIA ST
PROVIDENCE,RI02909 		N/A PC General & Unrestricted 2,500

WILBURY THEATRE GROUP

475 VALLEY ST
PROVIDENCE,RI02908 		N/A PC General & Unrestricted 5,000
Total .................................right arrow 3a 188,000
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 ........... 		    14 206  
4 Dividends and interest from securities ....     14 144,011  
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 ............ 		    18 212,123  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aCLASS ACTION LAWSUIT PROCEEDS 		    01 223  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   356,563  
13Total. Add line 12, columns (b), (d), and (e)..................
13
356,563
(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

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 DepreciationSchedule
Name:
The John Bickford Foundation
EIN:
23-7167663
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2024 InvestmentsCorpBondsSchedule
Name:
The John Bickford Foundation
EIN:
23-7167663
Name of Bond End of Year Book Value End of Year Fair Market Value
LEHMAN BROS HLDNG - 0%-2/13/09 55,000 82
LEHMAN BROS HLDNG - 0%-8/13/09 21,000 32

TY 2024 InvestmentsCorpStockSchedule
Name:
The John Bickford Foundation
EIN:
23-7167663
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS 4,454 4,638
ABBVIE INC 7,339 7,286
ACCENTURE PLC 3,814 5,980
ADOBE SYSTEMS, INC 5,204 4,891
ADVANCED MICRO DEVICES INC 2,915 4,228
ALPHABET INC CL A 13,458 42,025
AMAZON COM 32,730 43,878
AMERICAN EXPRESS CO 2,625 5,045
AMERICAN WATER WORKS COMPANY I 4,758 4,108
AMGEN INC 3,108 3,388
AMPHENOL CORPORATION 2,605 4,445
APPLE INC 32,948 80,385
APPLIED MATERIALS INC 3,334 4,391
ARCHER DANIELS MDLND 1,649 1,819
ARISTA NETWORKS 1,602 3,979
AT&T, INC 6,896 5,533
AUTOZONE INC 1,229 3,202
BANK OF AMERICA CORP 5,581 10,240
BERKSHIRE HATHAWAY INC. CLASS 5,255 17,225
BLACKROCK EMERGING MARKETS FUN 102,000 82,549
BLACKROCK INC 5,894 8,201
BOEING CO 2,557 3,363
BOOKING HOLDINGS INC 2,257 4,968
BORG WARNER INC 1,691 1,748
BOSTON SCIENTIFIC 1,994 4,645
BRISTOL-MYERS SQUIBB CO 4,175 3,733
BROADCOM INC 4,759 23,648
CATERPILLAR INC 3,896 5,804
CENTENE CORP 2,270 2,181
CHARLES SCHWAB CORP 3,963 3,923
CHARLES SCHWAB INTRNTNL EQ 592,210 611,148
CHEVRON CORP 3,087 6,373
CHIPOTLE MEX GRILL 1,844 3,015
CIGNA CORPORATION 1,640 2,485
CISCO SYSTEMS INC 3,750 5,742
CITIGROUP INC 4,999 4,927
COGNIZANT TECHNOLOGY SOLUTIONS 2,148 2,692
COMCAST CORP 2,597 3,828
CONOCOPHILLIPS 1,325 4,066
CONSOLIDATED EDISON INC 5,114 7,228
CONSTELLATION BRANDS INC 2,730 2,652
CONSTELLATION ENERGY GROUP INC 2,663 2,237
CORTEVA INC 2,568 3,475
COSTCO WHOLESALE CORPORATION 4,279 9,163
CSX CORP 2,747 3,033
CVS CAREMARK CORP 3,221 2,020
D R HORTON 589 3,356
DANAHER CORP 955 3,673
DEERE CO 3,677 4,237
DEVON ENERGY CORPORATION 944 1,735
DEXCOM, INC 2,675 2,022
DODGE & COX INCOME FUND 4,000 4,000
DODGE & COX STOCK 24,067 28,088
DOUBLELINE TOTAL RETURN BOND 6,000 5,976
EATON CORP PLC 1,303 4,314
ELEVANCE HEALTH INC 295 2,582
ELI LILLY & CO 9,497 13,124
EMERSON ELECTRIC CO 2,557 3,718
ENTERGY CORP 3,869 6,369
EXELON CORPORATION 2,473 3,689
EXXON MOBIL CORP 3,266 10,649
FEDEX CORPORATION 3,297 3,657
FIDELITY EMERGING MARKETS 91,000 86,320
FIDELITY LONG-TERM TREASURY BO 63,000 60,121
FIDELITY NATIONAL INFORMATION 2,293 3,312
FISERV, INC 2,389 4,725
FORD MOTOR COMPANY 3,468 2,099
FREEPORT-MCMORAN COPPER & GOLD 2,156 2,094
GE HEALTHCARE TECHNOLOGIES INC 678 2,111
GE VERNOVA 311 3,947
GEN DYNAMICS CP 1,925 3,689
GENERAL ELECTRIC CO 865 5,504
GILEAD SCIENCES INC 2,201 2,863
GMO SMALL CAP QUALITY I 65,000 67,034
GQG PARTNERS EMERGING MARKETS 91,000 81,615
HOME DEPOT INC 7,112 9,725
HONEYWELL INTL 5,287 5,421
HP INC 845 2,349
HUMANA INC 2,901 1,776
INTEL CORP 3,673 2,165
INTERNATIONAL BUSINESS MACHINE 3,110 5,276
INTUIT 2,820 5,028
INTUITIVE SURGICAL 2,366 5,742
ISHARES TR S & P MIDCAP 400 IN 5,237 33,460
JOHN HANCOCK FDS III DISCIPLIN 75,000 65,088
JOHNSON & JOHNSON 5,628 7,520
JP MORGAN CHASE 8,220 16,300
JPMORGAN CORE PLUS BOND FUND 4,000 3,979
KENVUE INC 108 171
LAM RESEARCH CORP 3,200 3,612
LEIDOS HOLDINGS INC 907 2,593
LENNAR CORP 1,562 3,818
LINDE PLC COM 4,281 7,117
LKQ CORPORATION 2,011 2,646
LOWES COMPANIES INC 3,504 5,183
MARATHON PETROLEUM CORP 883 2,093
MARRIOTT INTERNATIONAL INC. CL 1,477 3,347
MASTERCARD INC 6,925 11,058
MCDONALD'S CORP 4,063 5,508
MEDTRONIC PLC 4,028 3,674
MERCK & CO INC 4,492 5,770
META PLATFORMS INC 7,298 26,933
METLIFE INC 3,063 5,486
MICRON TECHNOLOGY 1,415 2,693
MICROSOFT CORP 26,646 66,176
MSCI INC 2,305 3,000
NASDAQ OMX GROUP 2,297 3,788
NETFLIX INC 5,019 8,913
NEWMONT GOLDCORP CORPORATION 3,306 1,935
NEXTERA ENERGY, INC 5,742 4,875
NIKE INC-CL B 5,726 3,102
NORFOLK SOUTHERN CORP 2,756 2,582
NVIDIA CORP 6,755 70,234
OMNICOM GROUP 2,420 2,925
ORACLE CORP 386 6,666
PACCAR INC 820 3,017
PACKAGING CORP AMER 2,534 4,052
PALANTIR TECHNOLOGIES INC 2,597 4,613
PALO ALTO NETWORKS INC 1,807 2,911
PAYPAL HOLDINGS, INC 2,486 2,817
PEPSICO INC 5,555 6,082
PFIZER INC 4,243 3,263
PHILIP MORRIS INTL 5,077 5,777
PHILLIPS 66 1,817 2,848
PRINCIPAL FDS, INC. MIDCAP FD 75,000 72,385
PROCTER GAMBLE CO 8,590 11,065
PROGRESSIVE CORP OHIO 1,670 4,313
PTC INC 2,355 3,126
QORVO INC 3,092 1,608
QUALCOMM INC 2,767 5,069
QUANTA SVCS INC 250 3,477
RAYTHEON TECHNOLOGIES CORP 2,577 5,207
REGENERON PHARMACEUTICALS INC 2,209 2,137
S&P GLOBAL INC COM 5,459 7,470
SALESFORCE.COM 4,882 7,355
SCHLUMBERGER LTD 3,988 2,914
SERVICE NOW 3,251 6,361
STARBUCKS CORP COM 3,224 2,829
SYNCHRONY FINANCIAL 1,447 3,055
TARGET CORPORATION 1,552 2,433
TESLA MOTORS INC 16,838 24,230
TEXAS INSTRUMENTS INC 3,563 3,938
THE COCA-COLA CO 4,324 5,541
THERMO FISHER SCIENTIFIC INC 3,931 4,682
THRIVENT SMALL CAP STOCK 65,000 69,643
TRAVELERS COMPANIES INC   4,095
TYSON FOODS INC CL A 1,057 2,987
UBER 4,194 3,559
UNITED RENTALS INC 873 3,522
UNITEDHEALTH GROUP INC 6,240 10,117
VANGUARD 500 INDEX FUND ADM 437,112 1,568,177
VANGUARD INTERM- TERM GOVERNME 295,978 287,423
VANGUARD INTERMEDIATE TERM 669,040 721,858
VANGUARD INTERMEDIATE TERM INV 8,000 7,999
VERALTO CORPORATION 189 815
VERIZON COMMUNICATIONS 7,871 5,479
VISA INC 7,880 12,326
WAL-MART STORES INC 1,325 9,396
WALT DISNEY HOLDINGS CO 6,002 5,122
WASTE MANAGEMENT INC 3,010 5,247
WATERS CORP 2,195 2,968
WELLS FARGO & CO 2,973 6,532
WILLIS TOWERS WATSON 2,682 4,072
XCEL ENERGY INC 4,106 4,524
YUM BRANDS INC 2,574 3,220
ZEBRA TECHNOLOGIES CORP 2,339 3,090
ZIMMER BIOMET HOLDINGS 3,467 2,324
ZOETIS INC 3,260 3,096

TY 2024 InvestmentsOtherSchedule2
Name:
The John Bickford Foundation
EIN:
23-7167663
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
STARWOOD REAL ESTATE INCOME TR   250,000 218,152

TY 2024 LegalFeesSchedule
Name:
The John Bickford Foundation
EIN:
23-7167663
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
General Consultations 20,167 183   19,985


TY 2024 OtherExpensesSchedule
Name:
The John Bickford Foundation
EIN:
23-7167663
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 19,963     19,963
Bank Charges 40 40    
Office Supplies 361     361
Postage/Delivery Service 288     288
State or Local Filing Fees 25     25


TY 2024 OtherIncomeSchedule2
Name:
The John Bickford Foundation
EIN:
23-7167663
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Class Action Lawsuit Proceeds 223 223  


TY 2024 OtherIncreasesSchedule
Name:
The John Bickford Foundation
EIN:
23-7167663
Description Amount
RETURNED GRANT 1,000


TY 2024 OtherProfessionalFeesSchedule
Name:
The John Bickford Foundation
EIN:
23-7167663
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administration of Foundation 5,878     5,878
Investment Management Services 21,294 21,294    
CATERING SERVICES 1,245     1,245


TY 2024 TaxesSchedule
Name:
The John Bickford Foundation
EIN:
23-7167663
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
4720 Tax for 2023 200      
990-PF Estimated Tax for 2024 1,700      
990-PF Extension for 2023 300