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 MCCAMBRIDGE NAME TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1532
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PENNINGTON, NJ085340691
A Employer identification number

90-1139858
B Telephone number (see instructions)

(212) 852-3049
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,294,151J 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... 36,367 35,995  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 65,813
b Gross sales price for all assets on line 6a 433,244
7 Capital gain net income (from Part IV, line 2)... 65,813
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1    
12 Total. Add lines 1 through 11........ 102,181 101,808  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 20,977 8,391   12,586
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,866 313   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
75 75    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 25,918 8,779 0 12,586
25 Contributions, gifts, grants paid....... 39,706 39,706
26 Total expenses and disbursements. Add lines 24 and 25 65,624 8,779 0 52,292
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 36,557
b Net investment income (if negative, enter -0-) 93,029
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............. -10,720 471 471
2 Savings and temporary cash investments......... 46,238 29,277 29,277
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 211,931 Click to see attachment
List of Attached Documents:
// Content
233,848 		205,829
b Investments—corporate stock (attach schedule)....... 792,440 Click to see attachment
List of Attached Documents:
// Content
819,560 		965,997
c Investments—corporate bonds (attach schedule)....... 90,391 Click to see attachment
List of Attached Documents:
// Content
79,257 		72,472
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).......... 17,076 Click to see attachment
List of Attached Documents:
// Content
21,076 		20,105
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) 1,147,356 1,183,489 1,294,151
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,147,356 1,183,489
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,147,356 1,183,489
30 Total liabilities and net assets/fund balances (see instructions). 1,147,356 1,183,489
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
1,147,356
2
Enter amount from Part I, line 27a .....................
2
36,557
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
98
4
Add lines 1, 2, and 3 ..........................
4
1,184,011
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
522
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,183,489
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 18. ALLSTATE CORP/THE   2020-11-16 2024-01-11
b 1. ALLSTATE CORP/THE   2020-11-17 2024-01-11
c 28. ALLSTATE CORP/THE   2020-04-16 2024-01-11
d 3. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2018-12-10 2024-01-11
e 11. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2019-06-19 2024-01-11
23. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2022-07-13 2024-01-11
39. CONOCOPHILLIPS   2020-04-16 2024-01-11
23. CONOCOPHILLIPS   2023-05-24 2024-01-11
2. MICROSOFT CORP COM   2022-02-22 2024-01-11
6. MICROSOFT CORP COM   2022-09-02 2024-01-11
45. NOVO NORDISK A/S ADR   2022-04-06 2024-01-11
58. NOVO NORDISK A/S ADR   2023-07-24 2024-01-11
52. CHARLES SCHWAB CORP/THE   2020-03-09 2024-01-11
77. WILLIAMS COS INC/THE   2022-01-28 2024-01-11
29. ZIMMER BIOMET HOLDINGS INC   2022-10-07 2024-01-11
16. ZIMMER BIOMET HOLDINGS INC   2021-11-16 2024-01-11
12. ZIMMER BIOMET HOLDINGS INC   2020-12-15 2024-01-11
17. ZIMMER BIOMET HOLDINGS INC   2020-11-17 2024-01-11
6. ZIMMER BIOMET HOLDINGS INC   2020-12-14 2024-01-11
11. CONSTELLATION BRANDS INC   2020-04-24 2024-02-27
10. CONSTELLATION BRANDS INC   2020-03-19 2024-02-27
1. CONSTELLATION BRANDS INC   2020-04-08 2024-02-27
3. ELI LILLY & CO   2024-01-11 2024-02-27
16. RALPH LAUREN CORP   2022-12-01 2024-02-27
9. ROSS STORES INC   2022-01-25 2024-02-27
10. ROSS STORES INC   2022-04-06 2024-02-27
7. VERIZON COMMUNICATIONS INC   2022-01-25 2024-02-27
46. VERIZON COMMUNICATIONS INC   2018-05-08 2024-02-27
4. VERIZON COMMUNICATIONS INC   2017-11-08 2024-02-27
37. WELLS FARGO & CO NEW   2021-04-14 2024-02-27
63. WELLS FARGO & CO NEW   2013-04-05 2024-02-27
8. WELLS FARGO & CO NEW   2013-06-19 2024-02-27
50. WILLIAMS COS INC/THE   2022-01-28 2024-02-27
37. WILLIAMS COS INC/THE   2023-02-15 2024-02-27
54. WILLIAMS COS INC/THE   2022-01-27 2024-02-27
5000. U.S. TREASURY NOTE   2020-02-25 2024-02-29
5000. U.S. TREASURY NOTE   2019-09-25 2024-02-29
18. CITIGROUP INC   2014-10-08 2024-05-08
15. CITIGROUP INC   2015-05-21 2024-05-08
38. CITIGROUP INC   2015-05-22 2024-05-08
38. CITIGROUP INC   2015-05-20 2024-05-08
13. DOLLAR GENERAL CORP   2021-08-09 2024-05-08
10. DOLLAR GENERAL CORP   2023-02-15 2024-05-08
79. GENERAL MOTORS CO   2022-09-02 2024-05-08
9. GOLDMAN SACHS GROUP INC   2023-11-10 2024-05-08
55. MICRON TECHNOLOGY   2022-08-02 2024-05-08
52. ROYAL DUTCH SHELL PLC   2022-05-20 2024-05-08
7. UNILEVER PLC AMER SHS ADR NEW   2020-01-13 2024-05-08
13. UNILEVER PLC AMER SHS ADR NEW   2020-01-15 2024-05-08
14. UNILEVER PLC AMER SHS ADR NEW   2020-01-14 2024-05-08
14. UNILEVER PLC AMER SHS ADR NEW   2018-11-05 2024-05-08
23. UNILEVER PLC AMER SHS ADR NEW   2018-03-12 2024-05-08
19. UNILEVER PLC AMER SHS ADR NEW   2020-01-16 2024-05-08
40. WELLS FARGO & CO NEW   2013-04-05 2024-05-08
76. WILLIAMS COS INC/THE   2022-01-27 2024-05-08
53. WILLIAMS COS INC/THE   2018-12-17 2024-05-08
1. ANTHEM INC   2015-01-20 2024-05-10
5. ANTHEM INC   2021-10-21 2024-05-10
1. CIGNA CORP   2021-03-01 2024-05-10
10. CIGNA CORP   2021-10-21 2024-05-10
4. FIDELITY NATIONAL FINANCIAL INC   2023-01-13 2024-05-10
8. FIDELITY NATIONAL FINANCIAL INC   2023-01-12 2024-05-10
26. FIDELITY NATIONAL FINANCIAL INC   2021-08-10 2024-05-10
20. FIDELITY NATIONAL FINANCIAL INC   2021-08-09 2024-05-10
2. LEIDOS HOLDINGS INC   2020-11-18 2024-05-10
8. LEIDOS HOLDINGS INC   2020-11-17 2024-05-10
3. LEIDOS HOLDINGS INC   2021-09-27 2024-05-10
6. LEIDOS HOLDINGS INC   2021-09-28 2024-05-10
24. RALPH LAUREN CORP   2022-12-01 2024-05-10
12. UNION PACIFIC CORP   2023-02-15 2024-05-10
22. UNION PACIFIC CORP   2014-01-15 2024-05-10
6. UNION PACIFIC CORP   2020-04-16 2024-05-10
7. LEIDOS HOLDINGS INC   2021-09-27 2024-05-13
4. LEIDOS HOLDINGS INC   2020-11-18 2024-05-13
15. LEIDOS HOLDINGS INC   2020-11-17 2024-05-13
12. LEIDOS HOLDINGS INC   2021-09-28 2024-05-13
1. LEIDOS HOLDINGS INC   2023-03-31 2024-05-13
1. ROGERS COMMUNICATIONS INC   2021-08-11 2024-05-13
24. ROGERS COMMUNICATIONS INC   2021-08-09 2024-05-13
6. ROGERS COMMUNICATIONS INC   2021-08-20 2024-05-15
4. ROGERS COMMUNICATIONS INC   2021-08-11 2024-05-15
8. ROGERS COMMUNICATIONS INC   2021-08-23 2024-05-15
10. ROGERS COMMUNICATIONS INC   2021-08-24 2024-05-16
5. ROGERS COMMUNICATIONS INC   2021-08-23 2024-05-16
10. ROGERS COMMUNICATIONS INC   2021-08-24 2024-05-16
9. ROGERS COMMUNICATIONS INC   2021-08-25 2024-05-16
35. ROGERS COMMUNICATIONS INC   2021-11-19 2024-05-16
13. ROGERS COMMUNICATIONS INC   2021-11-18 2024-05-16
.6296 KONINKLIJKE PHILIPS NV   2017-03-21 2024-05-17
35. AMERICAN EXPRESS CO   2024-01-11 2024-06-17
1. AMERISOURCEBERGEN CORP   2022-02-09 2024-06-17
28. AMERISOURCEBERGEN CORP   2022-02-10 2024-06-17
30. ASTRAZENECA PLC SPONS ADR   2016-05-04 2024-06-17
6. ASTRAZENECA PLC SPONS ADR   2016-11-10 2024-06-17
73. CARLYLE (THE) GROUP INC   2023-09-05 2024-06-17
72. CARLYLE (THE) GROUP INC   2023-09-06 2024-06-17
19. LEIDOS HOLDINGS INC   2023-03-31 2024-06-17
4. MICROSOFT CORP COM   2022-11-08 2024-06-17
8. MICROSOFT CORP COM   2023-01-12 2024-06-17
1. PUBLIC SERVICE ENTERPRISE GROUP INC   2015-09-24 2024-06-17
27. PUBLIC SERVICE ENTERPRISE GROUP INC   2020-05-18 2024-06-17
11. PUBLIC SERVICE ENTERPRISE GROUP INC   2020-05-19 2024-06-17
15. ROSS STORES INC   2022-04-06 2024-06-17
23. ROSS STORES INC   2022-07-13 2024-06-17
1. UNILEVER PLC AMER SHS ADR NEW   2020-01-16 2024-06-17
18. UNILEVER PLC AMER SHS ADR NEW   2020-04-16 2024-06-17
38. UNILEVER PLC AMER SHS ADR NEW   2021-03-01 2024-06-17
1. UNILEVER PLC AMER SHS ADR NEW   2018-03-12 2024-06-17
7. UNILEVER PLC AMER SHS ADR NEW   2018-11-05 2024-06-17
5. UNILEVER PLC AMER SHS ADR NEW   2018-03-13 2024-06-17
21. UNILEVER PLC AMER SHS ADR NEW   2018-11-06 2024-06-17
7.5 RAYMOND JAMES FINANCIAL INC   2020-11-16 2024-06-18
8.5 RAYMOND JAMES FINANCIAL INC   2020-01-15 2024-06-18
.5 RAYMOND JAMES FINANCIAL INC   2020-01-16 2024-06-18
7.5 RAYMOND JAMES FINANCIAL INC   2020-04-08 2024-06-18
.5 RAYMOND JAMES FINANCIAL INC   2020-01-14 2024-06-18
13.5 RAYMOND JAMES FINANCIAL INC   2020-11-18 2024-06-18
18. RAYMOND JAMES FINANCIAL INC   2020-11-17 2024-06-18
23. RAYMOND JAMES FINANCIAL INC   2023-05-24 2024-06-18
2000. U.S. TREASURY NOTE   2020-02-25 2024-06-28
4000. U.S. TREASURY NOTE   2021-02-25 2024-06-28
31. CHEVRONTEXACO CORP   2024-01-11 2024-07-12
30. CHEVRONTEXACO CORP   2024-05-08 2024-07-12
46. CHEVRONTEXACO CORP   2024-02-27 2024-07-12
18. ELECTRONIC ARTS   2024-06-17 2024-07-12
21. GENERAL MOTORS CO   2022-09-02 2024-07-12
35. GENERAL MOTORS CO   2019-06-19 2024-07-12
3. ELI LILLY & CO   2024-01-11 2024-07-12
23. PUBLIC SERVICE ENTERPRISE GROUP INC   2015-09-24 2024-07-12
35. PUBLIC SERVICE ENTERPRISE GROUP INC   2015-09-23 2024-07-12
18. UNILEVER PLC AMER SHS ADR NEW   2020-04-27 2024-07-12
13. UNILEVER PLC AMER SHS ADR NEW   2020-04-16 2024-07-12
8. UNILEVER PLC AMER SHS ADR NEW   2020-04-08 2024-07-12
6. UNILEVER PLC AMER SHS ADR NEW   2020-04-17 2024-07-12
7. VISA INC   2020-04-24 2024-07-12
5. VISA INC   2020-03-24 2024-07-12
106. KONINKLIJKE PHILIPS NV   2017-03-21 2024-07-16
6. KONINKLIJKE PHILIPS NV   2022-02-09 2024-07-16
11. KONINKLIJKE PHILIPS NV   2022-02-22 2024-07-16
15. LEIDOS HOLDINGS INC   2021-11-19 2024-07-16
14. LEIDOS HOLDINGS INC   2022-02-23 2024-07-16
1. LEIDOS HOLDINGS INC   2023-03-31 2024-07-16
4. LEIDOS HOLDINGS INC   2021-11-18 2024-07-16
6000. U.S. TREASURY NOTE   2023-01-30 2024-08-01
34. AMERICAN ELECTRIC POWER CO INC   2023-07-24 2024-08-13
17. AMERICAN ELECTRIC POWER CO INC   2021-04-14 2024-08-13
54. BRITISH AMERICAN TOBACCO PLC   2022-12-02 2024-08-13
20. BRITISH AMERICAN TOBACCO PLC   2022-12-01 2024-08-13
72. CISCO SYSTEMS INC   2021-01-19 2024-08-13
30. CISCO SYSTEMS INC   2023-09-05 2024-08-13
25. CISCO SYSTEMS INC   2020-01-14 2024-08-13
12. FIDELITY NATL INFO SVCS   2021-04-15 2024-08-13
21. FIDELITY NATL INFO SVCS   2021-04-14 2024-08-13
17. FIDELITY NATL INFO SVCS   2021-07-02 2024-08-13
8. FIDELITY NATL INFO SVCS   2021-06-16 2024-08-13
39. GENERAL MOTORS CO   2019-06-20 2024-08-13
26. GENERAL MOTORS CO   2019-06-19 2024-08-13
14. GOLDMAN SACHS GROUP INC   2023-10-18 2024-08-13
4. GOLDMAN SACHS GROUP INC   2023-11-10 2024-08-13
74. ROYAL DUTCH SHELL PLC   2023-07-24 2024-08-13
67. TAPESTRY INC   2024-02-27 2024-08-13
44. UNILEVER PLC AMER SHS ADR NEW   2013-04-05 2024-08-13
9. UNILEVER PLC AMER SHS ADR NEW   2016-06-27 2024-08-13
19. UNILEVER PLC AMER SHS ADR NEW   2020-04-08 2024-08-13
15. UNILEVER PLC AMER SHS ADR NEW   2020-04-24 2024-08-13
6. UNILEVER PLC AMER SHS ADR NEW   2020-05-18 2024-08-13
48. UNILEVER PLC AMER SHS ADR NEW   2020-05-19 2024-08-13
15. UNILEVER PLC AMER SHS ADR NEW   2022-04-06 2024-08-13
13. UNILEVER PLC AMER SHS ADR NEW   2013-06-19 2024-08-13
3. VERIZON COMMUNICATIONS INC   2024-07-12 2024-08-13
58. VERIZON COMMUNICATIONS INC   2017-11-08 2024-08-13
9000. U.S. TREASURY NOTE   2022-07-21 2024-08-26
2. KONINKLIJKE PHILIPS NV   2017-03-21 2024-09-19
26. AMERICAN INTERNATIONAL GROUP INC   2018-05-08 2024-09-20
37. AMERICAN INTERNATIONAL GROUP INC   2016-03-11 2024-09-20
28. AMERICAN INTERNATIONAL GROUP INC   2015-02-18 2024-09-20
109. CITIZENS FINANCIAL GROUP INC   2022-12-01 2024-09-20
51. CITIZENS FINANCIAL GROUP INC   2023-01-12 2024-09-20
21. FIDELITY NATL INFO SVCS   2021-06-16 2024-09-20
8. FIDELITY NATL INFO SVCS   2021-08-09 2024-09-20
1. FOX CORP   2019-11-19 2024-09-20
19. FOX CORP   2019-11-18 2024-09-20
69. FOX CORP   2019-11-21 2024-09-20
80. KONINKLIJKE PHILIPS NV   2017-03-21 2024-09-20
15. LABCORP HOLDINGS INC REG   2022-01-27 2024-09-20
1. LABCORP HOLDINGS INC REG   2023-07-24 2024-09-20
16. LEIDOS HOLDINGS INC   2023-09-05 2024-09-20
67. MICRON TECHNOLOGY   2022-08-02 2024-09-20
1. MICRON TECHNOLOGY   2023-09-05 2024-09-20
12. TAPESTRY INC   2024-02-27 2024-09-20
20. TAPESTRY INC   2024-02-28 2024-09-20
100. TAPESTRY INC   2024-05-10 2024-09-20
16. WABTEC CORP   2024-05-10 2024-09-20
6000. U.S. TREASURY NOTE   2022-03-29 2024-10-11
5. AMERICAN ELECTRIC POWER CO INC   2021-04-14 2024-10-24
22. AMERICAN ELECTRIC POWER CO INC   2021-07-02 2024-10-24
18. PRUDENTIAL PLC ADR   2022-09-02 2024-10-24
16. PRUDENTIAL PLC ADR   2022-09-06 2024-10-24
37. PRUDENTIAL PLC ADR   2022-09-06 2024-10-24
43. PRUDENTIAL PLC ADR   2022-09-07 2024-10-24
56. STANLEY BLACK & DECKER INC   2024-05-10 2024-10-24
31. ALLEGION PLC SHS   2023-11-14 2024-10-24
20. ALLEGION PLC SHS   2023-11-13 2024-10-24
68. PRUDENTIAL PLC ADR   2023-05-25 2024-10-25
95. PRUDENTIAL PLC ADR   2022-09-07 2024-10-25
2000. BB&T CORPORATION   2021-02-25 2024-10-28
9000. BB&T CORPORATION   2017-10-25 2024-10-28
9000. U.S. TREASURY NOTE   2023-01-30 2024-11-22
17000. U.S. TREASURY NOTE   2022-05-27 2024-11-22
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,682   1,762 920
b 149   98 51
c 4,172   2,790 1,382
d 222   201 21
e 815   690 125
1,703   1,496 207
4,356   1,210 3,146
2,569   2,411 158
769   578 191
2,306   1,581 725
4,803   2,630 2,173
6,191   4,731 1,460
3,380   1,595 1,785
2,667   2,235 432
3,556   3,136 420
1,962   2,064 -102
1,472   1,721 -249
2,085   2,480 -395
736   837 -101
2,703   1,735 968
2,458   1,232 1,226
246   158 88
2,304   1,900 404
2,915   1,825 1,090
1,346   872 474
1,495   939 556
279   370 -91
1,832   2,159 -327
159   181 -22
2,024   1,551 473
3,446   2,333 1,113
438   328 110
1,741   1,451 290
1,289   1,183 106
1,881   1,558 323
4,801   5,289 -488
4,801   5,179 -378
1,125   940 185
938   824 114
2,376   2,098 278
2,376   2,088 288
1,787   3,071 -1,284
1,375   2,316 -941
3,569   3,082 487
4,010   2,928 1,082
6,533   3,429 3,104
3,767   3,011 756
369   393 -24
685   733 -48
738   783 -45
738   760 -22
1,212   1,263 -51
1,001   1,074 -73
2,428   1,481 947
2,980   2,182 798
2,078   1,030 1,048
541   137 404
2,707   2,143 564
349   215 134
3,491   2,155 1,336
207   165 42
414   330 84
1,347   1,249 98
1,036   943 93
295   201 94
1,179   800 379
442   290 152
884   580 304
4,004   2,738 1,266
2,967   2,434 533
5,439   1,875 3,564
1,483   861 622
1,027   676 351
587   402 185
2,200   1,501 699
1,760   1,159 601
147   92 55
40   51 -11
950   1,216 -266
240   298 -58
160   204 -44
319   402 -83
397   507 -110
199   251 -52
398   507 -109
358   455 -97
1,391   1,630 -239
517   612 -95
18   18  
7,863   6,397 1,466
234   143 91
6,559   3,984 2,575
2,370   848 1,522
474   166 308
2,844   2,394 450
2,805   2,324 481
2,713   1,749 964
1,772   910 862
3,544   1,911 1,633
73   40 33
1,983   1,338 645
808   538 270
2,229   1,409 820
3,417   1,758 1,659
56   57 -1
1,012   898 114
2,136   2,006 130
56   55 1
394   380 14
281   271 10
1,181   1,139 42
891   438 453
1,010   531 479
59   32 27
891   328 563
59   31 28
1,605   811 794
2,140   1,071 1,069
2,734   2,056 678
1,929   2,115 -186
3,858   4,296 -438
4,810   4,519 291
4,655   4,873 -218
7,137   6,989 148
2,633   2,467 166
1,021   819 202
1,701   1,295 406
2,841   1,900 941
1,767   922 845
2,688   1,398 1,290
1,034   891 143
747   649 98
460   395 65
345   299 46
1,851   1,157 694
1,322   772 550
2,740   3,041 -301
155   191 -36
284   344 -60
2,277   1,379 898
2,125   1,282 843
152   92 60
607   365 242
5,741   5,658 83
3,331   2,981 350
1,665   1,478 187
1,944   2,276 -332
720   837 -117
3,242   3,254 -12
1,351   1,723 -372
1,126   1,196 -70
931   1,829 -898
1,629   3,152 -1,523
1,318   2,464 -1,146
620   1,159 -539
1,670   1,434 236
1,113   962 151
6,830   4,275 2,555
1,951   1,301 650
5,337   4,700 637
2,551   3,177 -626
2,669   1,800 869
546   389 157
1,152   939 213
910   740 170
364   296 68
2,911   2,348 563
910   689 221
788   526 262
121   124 -3
2,344   2,621 -277
8,889   8,963 -74
62   57 5
1,908   1,372 536
2,716   1,955 761
2,055   1,540 515
4,534   4,573 -39
2,121   2,140 -19
1,756   3,042 -1,286
669   1,075 -406
41   36 5
776   669 107
2,818   2,469 349
2,446   2,295 151
3,319   3,418 -99
221   219 2
2,484   1,568 916
5,977   4,177 1,800
89   71 18
510   569 -59
851   948 -97
4,254   3,983 271
2,833   2,693 140
5,934   5,865 69
501   435 66
2,204   1,874 330
304   383 -79
270   343 -73
625   800 -175
727   911 -184
5,776   5,013 763
4,500   3,276 1,224
2,903   2,064 839
1,140   1,864 -724
1,592   2,013 -421
2,000   2,148 -148
9,000   8,960 40
8,604   8,487 117
16,386   17,031 -645
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
      1
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       920
b       51
c       1,382
d       21
e       125
      207
      3,146
      158
      191
      725
      2,173
      1,460
      1,785
      432
      420
      -102
      -249
      -395
      -101
      968
      1,226
      88
      404
      1,090
      474
      556
      -91
      -327
      -22
      473
      1,113
      110
      290
      106
      323
      -488
      -378
      185
      114
      278
      288
      -1,284
      -941
      487
      1,082
      3,104
      756
      -24
      -48
      -45
      -22
      -51
      -73
      947
      798
      1,048
      404
      564
      134
      1,336
      42
      84
      98
      93
      94
      379
      152
      304
      1,266
      533
      3,564
      622
      351
      185
      699
      601
      55
      -11
      -266
      -58
      -44
      -83
      -110
      -52
      -109
      -97
      -239
      -95
       
      1,466
      91
      2,575
      1,522
      308
      450
      481
      964
      862
      1,633
      33
      645
      270
      820
      1,659
      -1
      114
      130
      1
      14
      10
      42
      453
      479
      27
      563
      28
      794
      1,069
      678
      -186
      -438
      291
      -218
      148
      166
      202
      406
      941
      845
      1,290
      143
      98
      65
      46
      694
      550
      -301
      -36
      -60
      898
      843
      60
      242
      83
      350
      187
      -332
      -117
      -12
      -372
      -70
      -898
      -1,523
      -1,146
      -539
      236
      151
      2,555
      650
      637
      -626
      869
      157
      213
      170
      68
      563
      221
      262
      -3
      -277
      -74
      5
      536
      761
      515
      -39
      -19
      -1,286
      -406
      5
      107
      349
      151
      -99
      2
      916
      1,800
      18
      -59
      -97
      271
      140
      69
      66
      330
      -79
      -73
      -175
      -184
      763
      1,224
      839
      -724
      -421
      -148
      40
      117
      -645
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 65,813
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,293
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,293
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 7,372
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 0
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,130
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 163
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,293
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,293
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 1,293
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 arrowWA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowBANK OF AMERICA NA Telephone no.right arrow (212) 852-3049

Located atright arrowPO BOX 1532PENNINGTONNJ ZIP+4right arrow08534
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
BANK OF AMERICA N A TRUSTEE
2 		20,977    
PO BOX 1532
PENNINGTON,NJ08534
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,268,005
b
Average of monthly cash balances.......................
1b
45,232
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,313,237
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
1,313,237
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
19,699
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,293,538
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
64,677
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
64,677
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
 
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
0
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
64,677
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
64,677
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
64,677
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
52,292
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
52,292
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 64,677
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 27,619
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 52,292
a Applied to 2023, but not more than line 2a 27,619
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..... 24,673
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		40,004
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

MAKAH TRIBAL COUNCIL

100 RESORT DR
NEAH BAY,WA98357 		NONE PC GENERAL OPERATING 13,810

LOWER ELWHA KLALLAM TRIBE

2851 LOWER ELWHA RD
PORT ANGELES,WA98363 		NONE PC GENERAL OPERATING 13,810

OPICAC

31912 LITTLE BOSTON ROAD NE
KINSTON,WA98346 		NONE PC GENERAL OPERATING 12,086
Total .................................right arrow 3a 39,706
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 36,367  
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 65,813  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 1  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   102,181  
13Total. Add line 12, columns (b), (d), and (e)..................
13
102,181
(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:
THE MCCAMBRIDGE NAME TRUST
EIN:
90-1139858
Name of Bond End of Year Book Value End of Year Fair Market Value
SEE ATTACHED    
20030NDM0 COMCAST CORP 9,968 8,364
6174468Q5 MORGAN STANLEY 7,053 6,938
035240AV2 ANHEUSER-BUSCH INBEV 7,565 6,563
05531FBB8 BB&T CORPORATION    
437076BW1 HOME DEPOT INC 11,589 10,716
05526DBS3 BAT CAPITAL CORP 12,926 11,218
68389XBM6 ORACLE CORP 11,040 10,664
17327CAQ6 CITIGROUP INC 7,068 6,013
46647PDG8 JPMORGAN CHASE & CO 12,048 11,996

TY 2024 InvestmentsCorpStockSchedule
Name:
THE MCCAMBRIDGE NAME TRUST
EIN:
90-1139858
Name of Stock End of Year Book Value End of Year Fair Market Value
172967424 CITIGROUP INC 21,564 32,239
281020107 EDISON INTERNATIONAL    
744573106 PUBLIC SERVICE ENTER    
02209S103 ALTRIA GROUP INC    
036752103 ANTHEM INC 4,594 9,960
20825C104 CONOCOPHILLIPS    
22052L104 DOWDUPONT INC    
75513E101 RAYTHEON TECHNOLOGIE 11,004 17,937
969457100 WILLIAMS COS INC/THE 3,871 8,930
651229106 NEWELL BRANDS INC 7,861 4,084
754730109 RAYMOND JAMES FINANC    
808513105 CHARLES SCHWAB CORP/    
835699307 SONY CORP ADR AMERN 15,004 17,626
98956P102 ZIMMER BIOMET HOLDIN    
026874784 AMERICAN INTERNATION 7,669 17,618
20030N101 COMCAST CORP 13,910 18,765
29452E101 EQUITABLE HOLDINGS I    
363576109 ARTHUR J GALLAGHER & 1,990 7,948
500472303 KONINKLIJKE PHILIPS 7,645 8,305
594918104 MICROSOFT CORP COM 11,229 21,497
693506107 PPG INDUSTRIES INC 7,798 7,525
92826C839 VISA INC 7,337 12,010
046353108 ASTRAZENECA PLC SPON 1,660 3,931
21036P108 CONSTELLATION BRANDS 4,964 4,420
30161N101 EXELON CORP 8,761 8,356
35137L105 FOX CORP 4,520 6,315
444859102 HUMANA INC 11,094 7,104
904767704 UNILEVER PLC AMER SH    
92343V104 VERIZON COMMUNICATIO 13,192 14,236
949746101 WELLS FARGO & CO NEW 19,267 40,809
256677105 DOLLAR GENERAL CORP 18,481 10,084
31620R303 FIDELITY NATIONAL FI 6,513 10,610
46625H100 J P MORGAN CHASE & C 4,679 21,814
80105N105 SANOFI-SYNTHELABO 18,630 19,003
G5960L103 MEDTRONIC PLC SHS 22,646 21,647
055622104 BP P L C SPONS ADR 22,455 21,461
37045V100 GENERAL MOTORS CO 10,079 18,325
G96629103 WILLIS TOWERS WATSON 9,690 13,156
020002101 ALLSTATE CORP/THE    
17275R102 CISCO SYSTEMS INC 10,843 14,682
192446102 COGNIZANT TECHNOLOGY 12,236 16,610
525327102 LEIDOS HOLDINGS INC 6,262 10,228
609207105 MONDELEZ INTERNATION    
907818108 UNION PACIFIC CORP    
110448107 BRITISH AMERICAN TOB 14,241 14,746
31620M106 FIDELITY NATL INFO S 17,504 15,023
00507V109 ACTIVISION BLIZZARD    
45866F104 INTERCONTINENTAL EXC 10,792 13,709
78467J100 SS&C TECHNOLOGIES HO 23,112 26,750
81211K100 SEALED AIR CORP 18,051 11,908
778296103 ROSS STORES INC    
125523100 CIGNA CORP 6,541 8,560
14040H105 CAPITAL ONE FINANCIA    
369604301 GENERAL ELEC CO REG    
521865204 LEAR CORP 6,635 4,924
025537101 AMERICAN ELECTRIC PO 4,660 5,257
149123101 CATERPILLAR INC    
775109200 ROGERS COMMUNICATION    
780259305 ROYAL DUTCH SHELL PL 15,837 16,477
751212101 RALPH LAUREN CORP    
74435K204 PRUDENTIAL PLC ADR    
14149Y108 CARDINAL HEALTH INC 17,471 26,492
50540R409 LABORATORY CORP AMER    
931142103 WAL MART STORES INC    
31946M103 FIRST CITIZENS BANCS 13,261 35,921
532457108 ELI LILLY & CO 6,968 8,492
670100205 NOVO NORDISK A/S ADR    
071813109 BAXTER INTERNATIONAL 27,170 17,467
174610105 CITIZENS FINANCIAL G    
42809H107 HESS CORP 15,085 13,168
00206R102 AT&T INC 6,596 7,970
502431109 L3HARRIS TECHNOLOGIE 23,120 23,131
03769M106 APOLLO GLOBAL MANAGE    
500754106 KRAFT HEINZ CO/THE 23,609 18,917
816851109 SEMPRA ENERGY 12,233 14,649
03073E105 AMERISOURCEBERGEN CO    
595112103 MICRON TECHNOLOGY 3,861 5,470
14316J108 CARLYLE (THE) GROUP    
22822V101 CROWN CASTLE INTERNA 11,251 10,256
34965K107 FORTREA HOLDINGS INC 3,535 1,846
38141G104 GOLDMAN SACHS GROUP    
459506101 INTERNATIONAL FLAVOR 5,300 5,749
69331C108 PG&E CORP 8,916 10,433
867224107 SUNCOR ENERGY INC 8,871 9,348
874039100 TAIWAN SEMICONDUCTOR 4,202 8,492
G0176J109 ALLEGION PLC SHS    
009158106 AIR PRODUCTS & CHEMI 9,809 10,151
126650100 CVS HEALTH CORP 24,879 19,258
25243Q205 DIAGEO PLC SPON ADR 4,769 3,941
254687106 WALT DISNEY CO/THE 5,087 5,902
25746U109 DOMINION ENERGY INC 5,007 4,901
285512109 ELECTRONIC ARTS 12,236 13,021
29364G103 ENTERGY CORP 7,500 10,008
40434L105 HP INC 22,573 20,557
418056107 HASBRO INC 9,216 10,120
42824C109 HEWLETT PACKARD ENTE 5,084 6,127
460690100 INTERPUBLIC GROUP OF 7,460 6,697
49271V100 KEURIG DR PEPPER INC 6,968 6,906
494368103 KIMBERLY-CLARK CORP 9,689 9,173
504922105 LABCORP HOLDINGS INC 12,313 13,989
59522J103 MID-AMERICA APARTMEN 4,974 5,410
717081103 PFIZER INC 4,512 4,218
878742204 TECK RESOURCES LTD 5,094 4,418
929740108 WABTEC CORP 6,518 7,394
G51502105 JOHNSON CTLS INTL PL 10,222 12,313
H42097107 UBS GROUP AG NAMEN-A 4,870 4,730
N20944109 FI CBM HOLDINGS N.V. 4,510 4,373

TY 2024 InvestmentsGovtObligationsSch
Name:
THE MCCAMBRIDGE NAME TRUST
EIN:
90-1139858
US Government Securities - End of Year Book Value:

233,848
US Government Securities - End of Year Fair Market Value:

205,829
State & Local Government Securities - End of Year Book Value:


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


 


TY 2024 InvestmentsOtherSchedule2
Name:
THE MCCAMBRIDGE NAME TRUST
EIN:
90-1139858
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
09260B382 BLACKROCK STRATEGIC AT COST 21,076 20,105

TY 2024 OtherDecreasesSchedule
Name:
THE MCCAMBRIDGE NAME TRUST
EIN:
90-1139858
Description Amount
CY PURCHASE OF ACCRUED INTEREST 355
AMORT AND COST BASIS ADJUSTMENT 167


TY 2024 OtherExpensesSchedule
Name:
THE MCCAMBRIDGE NAME TRUST
EIN:
90-1139858
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER INVESTMENT EXPENSES 75 75   0


TY 2024 OtherIncomeSchedule2
Name:
THE MCCAMBRIDGE NAME TRUST
EIN:
90-1139858
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 1 0  


TY 2024 OtherIncreasesSchedule
Name:
THE MCCAMBRIDGE NAME TRUST
EIN:
90-1139858
Description Amount
PY PURCHASE OF ACCRUED INTEREST 98


TY 2024 TaxesSchedule
Name:
THE MCCAMBRIDGE NAME TRUST
EIN:
90-1139858
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 313 313   0
OTHER TAXES (NOT SUBJECT TO $1 2,228 0   0
FEDERAL TAX PAYMENT - PRIOR YE 1,195 0   0
FEDERAL ESTIMATES - PRINCIPAL 1,130 0   0