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
INTACT CHARITABLE TRUST USA
 
Number and street (or P.O. box number if mail is not delivered to street address)605 HIGHWAY 169 N STE 800
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PLYMOUTH, MN554416533
A Employer identification number

23-2441567
B Telephone number (see instructions)

(781) 332-7243
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$159,350J 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) 584,134
2 Check right arrow.............
3 Interest on savings and temporary cash investments 14,968 14,968 14,968
4 Dividends and interest from securities... 0 0 0
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 0
b Gross sales price for all assets on line 6a 0
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications........... 0
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0 0
11 Other income (attach schedule)....... 0 0 0
12 Total. Add lines 1 through 11........ 599,102 14,968 14,968
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 0 0 0 0
15 Pension plans, employee benefits....... 0 0 0 0
16a Legal fees (attach schedule)......... 0 0 0 0
b Accounting fees (attach schedule)....... 0 0 0 0
c Other professional fees (attach schedule).... 0 0 0 0
17 Interest............... 0 0 0 0
18 Taxes (attach schedule) (see instructions)... 0 0 0 0
19 Depreciation (attach schedule) and depletion... 0 0 0
20 Occupancy.............. 0 0 0 0
21 Travel, conferences, and meetings....... 0 0 0 0
22 Printing and publications.......... 0 0 0 0
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
19,268 0 19,268 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 19,268 0 19,268 0
25 Contributions, gifts, grants paid....... 667,558 667,558
26 Total expenses and disbursements. Add lines 24 and 25 686,826 0 19,268 667,558
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -87,724
b Net investment income (if negative, enter -0-) 14,968
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............. 238,896 159,350 159,350
2 Savings and temporary cash investments.........      
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)..... 0 0  
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow   0 0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)   0  
b Investments—corporate stock (attach schedule)....... 0 0  
c Investments—corporate bonds (attach schedule).......   0  
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   0  
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
15 Other assets (describe right arrow) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 238,896 159,350 159,350
Liabilities 17 Accounts payable and accrued expenses.......... 0 0
18 Grants payable................. 0 0
19 Deferred revenue................. 0 0
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
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........ 238,896 159,350
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)..... 238,896 159,350
30 Total liabilities and net assets/fund balances (see instructions). 238,896 159,350
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
238,896
2
Enter amount from Part I, line 27a .....................
2
-87,724
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
8,178
4
Add lines 1, 2, and 3 ..........................
4
159,350
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
159,350
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.)
1a
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
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
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  
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) 1 208
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........................... 3 208
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- ..... 5 208
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 112
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 200
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 312
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 10 104
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow104 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
 
No
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrow
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 arrowintactspecialty.com
14
The books are in care ofright arrowJohn Treacy Telephone no.right arrow (952) 852-6033

Located atright arrow605 HIGHWAY 169 N STE 800PLYMOUTHMN ZIP+4right arrow554416533
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
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
 
No
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
CHRISTINA KANELLOSClick to see attachment
List of Attached Documents:
// Content
TRUSTEE
2.00 		0 0 0
700 UNIVERSITY AVE
FLOOR 14
TORONTO,ONTARIOM5G 0A1
CA
JOSEPH SCHMITTClick to see attachment
List of Attached Documents:
// Content
TRUSTEE
2.00 		0 0 0
605 HIGHWAY 169 NORTH
SUITE 800
PLYMOUTH,MN55441
CQ
JOHN C TREACYClick to see attachment
List of Attached Documents:
// Content
TRUSTEE
2.00 		0 0 0
605 HIGHWAY 169 NORTH
SUITE 800
PLYMOUTH,MN55441
AMERICA GLAUDEClick to see attachment
List of Attached Documents:
// Content
TRUSTEE
2.00 		0 0 0
150 ROYALL STREET
CANTON,MA02021
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
0
b
Average of monthly cash balances.......................
1b
246,948
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
246,948
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) Click to see attachment
List of Attached Documents:
// Content
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
246,948
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
3,704
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
243,244
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
12,162
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
12,162
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
208
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
0
c
Add lines 2a and 2b............................
2c
208
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
11,954
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
11,954
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
11,954
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
667,558
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) Click to see attachment
List of Attached Documents:
// Content
.................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
667,558
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 11,954
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 14,004
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 667,558
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.....  
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 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...... 		 
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 ............. 		14,004
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		11,954
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

MOHAWK HUDSON HUMANE SOCIETY

3 OAKLAND AVE
MENANDS,NY12204 		No Relationship PC DONATION 250

JEREMIAH PROGRAM

729 N WASHINGTON AVE
SUITE 600
MINNEAPOLIS,MN55401 		No Relationship PC DONATION 250

IMA FOUNDATION

3475 E FOOTHILL BLVD
SUITE 600
PASADENA,CA91107 		No Relationship POF DONATION 2,000

CORPORATE PAYMENT SYSTEMS

PO BOX 790428
ST LOUIS,MO631790428 		No Relationship POF DONATION 1,000

TRUSTEES OF DARTMOUTH COLLEGE

6066 DEVELOPEMENT OFFICE
HANOVER,NH03755 		No Relationship PC DONATION 500

NORTHSIDE ACHIEVEMENT ZONE

1964 N 2nd STREET
MINNEAPOLIS,MS55411 		No Relationship PC DONATION 15,000

PLUS FOUNDATION

5353 WAYZATA BLVD
SUIT 306
MINNEAPOLIS,MN55416 		No Relationship POF DONATION 2,500

NEIGHBORHOOD BOYS GIRLS CLUB

2501 WEST IRVING PARK ROAD
CHICAGO,IL60618 		No Relationship PC DONATION 15,000

EMMAUS INC

PO BOX 568
HAVERHILL,MA01831 		No Relationship PC DONATION 3,500

HULL LIFESAVING MUSEUM

PO BOX 221
HULL,MA02045 		No Relationship PC DONATION 500

UNITED SOUTH END SETTLEMENTS

48 RUTLAND STREET
BOSTON,MA02118 		No Relationship PC DONATION 25,000

BRYAN LOUIS CHANEY MEMORIAL FUND INC

7218 INDIAH SUMMERT LANE
FREDERICK,MD21702 		No Relationship PC DONATION 1,000

AMERICAN CANCER SOCIETY

PO BOX 6704
HAGERSTOWN,MD21741 		No Relationship PC DONATION 500

FRIENDS OF RCACP

PO BOX 7858
ROANOKE,VA24019 		No Relationship PC DONATION 500
ABIGALE CURRAN


9915 NEWTON AVE S
BLOOMINGTON,MN55431 		No Relationship I DONATION 878

INSURANCE INDUSTRY CHARITABLE FOUNDATION

2121 AVENUE OF THE STARS
SUITE 800
LOS ANGELES,CA90067 		No Relationship POF DONATION 7,500

INSURANCE INDUSTRY CHARITABLE FOUNDATION

2121 AVENUE OF THE STARS
LOS ANGELES,CA90067 		No Relationship POF DONATION 800

INSURANCE INDUSTRY CHARITABLE FOUNDATION

2121 AVENUE OF THE STARS
LOS ANGELES,CA90067 		No Relationship POF DONATION 30,000

INSURANCE INDUSTRY CHARITABLE FOUND

2121 AVENUE OF THE STARS
SUITE 800
LOS ANGELES,CA90067 		No Relationship POF DONATION 5,000

IMA FOUNDATION

2233 112th AVE NE
BELLEVUE,WA98004 		No Relationship POF DONATION 3,000

NICHOLS COLLEGE

PO BOX 5000
DUDLEY,MA01571 		No Relationship PC DONATION 50

SCHOOL ON WHEELSMA

100 LAUREL STREET
SUITE 121
BRIDGEWATER,MA02333 		No Relationship PC DONATION 5,000

GSSNE

500 GREENWICH AVE
WARWICK,RI02886 		No Relationship PC DONATION 250

ANGELA MAROTTA INHO FOUNDATION

30 CLOVERCREST ROAD
WETHERSFIELD,CT06109 		No Relationship POF DONATION 750

EVELYN ALICE WALKER TRUST

58 VIRGINIA AVENUE
LAKE HOPATCONG,NJ07849 		No Relationship PC DONATION 500

XAVIER HIGH SCHOOL

30 W 16th STREET
NEW YORK,NY10011 		No Relationship PC DONATION 250

JUNIOR ACHIEVEMENT OF NORTHEASTERN NY

45 HUDSON AVE
ALBANY,NY12201 		No Relationship PC DONATION 1,500

KISKI SCHOOL

1888 BRETT LANE
SALTSBURG,PA15681 		No Relationship PC DONATION 500

IMMANUAL LUTHERAN HIGH SCHOOL

501 GROVER RD
EAU CLAIRE,WI54701 		No Relationship PC DONATION 500

INSURANCE INDUSTRY CHARITABLE FOUNDATION

2121 AVENUE OF THE STARS
SUITE 800
LOS ANGELES,CA90067 		No Relationship POF DONATION 2,500

INSURANCE INDUSTRY CHARITABLE FOUNDATION

2121 AVENUE OF THE STARS
SUITE 800
LOS ANGELES,CA90067 		No Relationship POF DONATION 5,000

UJAFEDERATION OF NEW YORK

PO BOX 4227
NEW YORK,NY102614227 		No Relationship SO-DP DONATION 15,000

FRIENDSHIP SERVICE CENTER INC

PO BOX 1896
NEW BRITAIN,CT06050 		No Relationship PC DONATION 5,000

EMERGE MOTHERS ACADEMY

PO BOX 46226
MINNEAPOLIS,MN55446 		No Relationship PC DONATION 2,500

NATIONAL MULTIPLE SCLEROSIS SOCIETY

2829 UNIVERSITY AVENUE
SUITE 900
MINNEAPOLIS,MN55414 		No Relationship PC DONATION 1,500

SMILE TRAIN INC

41 MADISON AVE
NEW YORK,NY10010 		No Relationship PC DONATION 1,500

FACIAL PAIN RESEARCH FOUNDATION

2653 SW 87th DRIVE
SUITE A
GAINSVILLE,FL326089313 		No Relationship POF DONATION 2,500

GRAND RAPIDS PUBLIC SCHOOL FOUNDATION

9PO BOX 2225
GRAND RAPIDS,MI49501 		No Relationship POF DOANTION 1,000

UNIVERSITY OF ST THOMAS ACTUARIAL DEPARTMENT

2115 SUMMIT AVE
ST PAUL,MN55105 		No Relationship PC DONATION 1,500

THE NATIONAL MULTIPLE SCLEROSIS SOCIETY

PO BOX 88540
CAROL STREAM,IL60188 		No Relationship PC DONATION 1,280

ALZHEIMERS ASSOCIATION

225 N MICHIGAN AVE
17th FLOOR
CHICAGO,IL60601 		No Relationship PC DONATION 100

THE DONT BE NEXT FOUNDATION

8874 PORTER OAKS DRIVE
ROSCOE,IL61073 		No Relationship POF DONATION 1,500

ZION ANIMAL LOVERS

PO BOX 214
SPRINGDALE,UT84767 		No Relationship PC DONATION 500

INSURANCE INDUSTRY CHARITABLE CONTRIBUTIONS

2121 AVENUE OF THE STARS
SUITE 800
LOS ANGELES,CA90067 		No Relationship POF DONATION 2,000

INSURANCE INDUSTRY CHARITABLE FOUNDATION

2121 AVENUE OF THE STARS
SUITE 800
LOS ANGELES,CA90067 		No Relationship POF DONATION 3,500

INSURANCE INDUSTRY CHARITABLE FOUNDATION

2121 AVENUE OF THE STARS
SUITE 800
LOS ANGELES,CA90067 		No Relationship POF DONATION 2,500

THE BARNEY AND BARNEY FOUNDATION

9171 TOWNE CENTRE DRIVE S
SUITE 100
SAN DIEGO,CA92122 		No Relationship POF DONATION 7,500

ORANGEWOOD FOUNDATION

1575 E 17th STRET
SANTA ANA,CA92705 		No Relationship POF DONATION 2,500

RBS CENTER FOR WOMEN IN BUSINESS SUPPORT

335 GEORGE STREET
SUITE 4000
NEW BRUNSWICK,SC08901 		No Relationship PC DONATION 20,000

COUNCIL ON THE ENVIRONMENT INC

PO BOX 2327
NEW YORK,NY10272 		No Relationship PC DONATION 6,800

USCB

GIFT ADMINISTRATION
SANTA BARBARA,CA931061131 		No Relationship PC DONATION 500

AMERICAN HEART ASSOCIATION

PO BOX 840692
DALLAS,TX75284 		No Relationship PC DONATION 500

HOMEAID COLORADO

7721W 6th AVENUE
UNIT A
LAKEWOOD,CO80214 		No Relationship PC DONATION 400

INSURANCE INDUSTRY CHARITABLE FOUNDATION

2121 AVENUE OF THE STARS
SUITE 800
LOS ANGELES,CA90067 		No Relationship POF DONATION 21,550

SCHOLARSHIP OF AMERICA

PO BOX 772514
DETROIT,MI482772514 		No Relationship PC DONATON 48,000

DONORS CHOOSE

134 W 37th STREET
NEW YORK,NY10018 		No Relationship PC DONATION 50

MEALS ON WHEELS ATLANTA

1705 COMMERCE DRIVE NW
ATLANTA,GA30318 		No Relationship PC DONATION 500

FISK UNIVERSITY

1000 17th AVENUE N
NASHVILLE,TN37208 		No Relationship PC DONATION 100

PINK RIBBON GOOD

350 HULS DRIVE
DAYTON,OH453158982 		No Relationship PC DONATION 500

INSURANCE INDUSTRY CHARITABLE FOUNDATION

2121 AVENUE OF THE STARS
SUITE 800
LOS ANGELES,CA90067 		No Relationship POF DONATION 1,000

BARNEY AND BARNEY FOUNDATIOMMA

9171 TOWNE CENTRE DRIVE
SUITE 100
SAN DIEGO,CA92122 		No Relationship POF DONATION 7,500

PAN MASSACHUSETTS CHALLENGE

77 4th AVENUE
NEEDHAM,MA02494 		No Relationship PC DONATION 1,500

BARNEY AND BARNEY FOUNDATION

9171 TOWNE CENTRE DRIVE
SUITE 100
SAN DIEGO,CA92112 		No Relationship POF DONATION 7,500

CHRYSALIS CENTER INC

55 HOMESTEAD AVENUE
HARTFORD,CT06112 		No Relationship PC DONATION 7,500

SCHOOL ON WHEELS MA

100 LAUREL STREET
SUITE 121 E
BRIDGEWATER,MA02333 		No Relationship PC DONATION 50,000

SPECIAL OLYMPICS OF COLORADO

12450 E ARAPAHOE ROAD
SUITE C
CENTENNIAL,CO80112 		No Relationship PC DONATION 20,000

HAYMAKERS FOR HOPE

501 BOYLSTON STREET
10th FLOOR C/O WEWORK
BOSTON,MA02116 		No Relationship PC DONATION 10,000

THE LEUKEMIA AND LYMPHOMA SOCIETY

2346 POST ROAD
SUITE 202
WARWICK,RI02886 		No Relationship PC DONATION 1,500

FOUNDATION FIGHTING BLINDNESS

6925 OAKLAND MILLS ROAD 701
SUITE 202
COLUMBIA,MD21045 		No Relationship POF DONATION 5,000

SPECIALLY GIFTED FOUNDATION

1205 JOHNSON FERRY ROAD
SUITE 136 346
MARIETTA,GA30068 		No Relationship POF DONATION 1,500

PEDIATRIC BRAIN TUMOR FOUNDATION

6065 ROSEWELL NE
SUITE 505
ATLANTA,GA30328 		No Relationship POF DONATION 3,500

FEED MY STARVING CHILDREN

18732 LAKE DRIVE EAST
CHANHASSEN,MN55317 		No Relationship PC DONATON 1,500

CARVER SCOTT HUMAN SOCIETY

822 YELLOW BRICK ROAD
CHASKA,MN55318 		No Relationship PC DONATION 2,500

ZION ANIMAL LOVERS

PO BOX 214
SPRINGDALE,UT84767 		No Relationship PC DONATION 500

INSURANCE INDUSTRY CHARITABLE FOUNDATION

2121 AVENUE OF THE STARS
SUITE 800
LOS ANGELES,CA90067 		No Relationship POF DONATION 2,500

MUSTARD SEED RANCH

PO BOX 956
SAN JUAN CAPISTRANO,CA92693 		No Relationship PC DONATION 4,000

CROHNS AND COLITIS FOUNDATION

733 THIRD AVENUE
SUITE 510
NEW YORK,NY10017 		No Relationship POF DONATION 1,500

MUSIC CITY QUARTER MIDGET RACING ASSOCIATION

3672 CENTRAL PIKE
HERMITAGE,TN370763492 		No Relationship PC DONATION 1,000

HIP DONELSON INC

PO BOX 148604
NASHVILLE,TN37214 		No Relationship PC DONATION 1,500

JEREMIAH PROGRAM

1510 LAUREL AVENUE
MINNEAPOLIS,MN554860819 		No Relationship PC DONATION 10,000

ILLINOIS STATE UNIVERSITY FOUNDATION

CAMPUS BOX 8000
NORMAL,IL617908000 		No Relationship POF DONATION 5,000

IMA FOUNDATION

51 CORPORATE WOODS 9393 W 110TH ST
SUITE 600
OVERLAND PARK,KS66210 		No Relationship POF DONATION 7,500

ST CROIX PREPARATORY ACADEMY

4260 STAGECOACH TRAIL N
STILLWATER,MN55082 		No Relationship PC DONATION 300

INSURANCE LIBRARY ASSOCIATION OF BOSTON

156 STATE STREET 2
BOSTON,MA02109 		No Relationship PC DONATION 1,750

THE WOMENTS LUNCH PLACE

67 NEWBURY STREET
BOSTON,MA02116 		No Relationship PC DONATION 2,500

FOUNDATION FOR PUBLIC AFFAIRS

2121 K STREET NW
SUITE 900
WASHINGTON,DC20037 		No Relationship POF DONATION 1,500

THE PERSONAL BEST CHARITY

250 EAST MAIN STREET
NORTON,MA02766 		No Relationship PC DONATION 5,000

UNITED WAY OF THE LOWER EASTERN SHORE

803 N SALISBURY BLVD
SUITE 2100
SALISBURY,MD21801 		No Relationship PC DONATION 750

PEDIATRIC BRAIN TUMOR FOUNDATION

6065 ROSEWELL ROAD NE
SUITE505
ATLANTA,GA30328 		No Relationship POF DONATION 6,500

STONER CREEK ELEMENTARY PTO

1035 N MT JULIET ROAD
MT JULIET,TN37122 		No Relationship PC DONATION 500

MARSH USA LLC

PO BOX 846112
DALLAS,TX752846112 		No Relationship PC DONATION 1,000

HOUSTON ASSOCIATION OF INSURANCE AGENTS

7700 SAN FELIPE 310
HOUSTON,TX77063 		No Relationship PC DONATION 3,000

INSURAANCE INDUSTRY CHARITABLE FOUNDATION

2121 AVENUE OF THE STARS
SUITE 800
LOS ANGELES,CA90067 		No Relationship POF DONATION 1,000

INSURANCE INDUSTRY CHARITABLE FOUNDATION

140 N DOGWOOD
ORANGE,CA92869 		No Relationship POF DONATION 5,000

ALL HANDS AND HEARTS

82 COUNTY ROAD PMB79
MATTAPOISETT,MA02739 		No Relationship PC DONATION 10,000

COUNCIL ON THE ENVIRONMENT INC

PO BOX 2327
NEW YORK,NY10272 		No Relationship PC DONATION 5,000

RITECARE OF MINNEAPOLIS ST PAUL

2011 DUPONT AVENUE SOUTH
MINNEAPOLIS,MN55405 		No Relationship PC DONATION 500

INSURANCE INDUSTRY CHARITABLE FOUNDATION

2021 AVENUE OF THE STARS
SUITE 800
LOS ANGELES,CA90067 		No Relationship POF DONATION 1,500

UNIVERSITY OF ST THOMAS

2115 SUMMIT AVE
ST PAUL,MN55105 		No Relationship PC DONATION 1,500

DEIRDRES HOUSE

8 C OURT STREET
MORRISTOWN,NJ07960 		No Relationship PC DONATION 25,000

WHITE PONY EXPRESS

2470 BATES AVENUE
SUITE D
CONCORD,CA94520 		No Relationship PC DONATION 5,000

THE SURETY AND FIDELITY ASSOCIATION

1140 19th STREET NW 500
WASHINGTON,DC20036 		No Relationship PC DONATION 15,000

Q FOUNDATION FOR KIDS

252 GWYNHUST BLVD
WESLEY CHAPEL,FL33543 		No Relationship POF DONATION 1,500

IICF GA CHAPTER

2121 AVENUE OF THE STARS
SUITE 800
LOS ANGELES,CA90067 		No Relationship POF DONATION 1,500

BENTLEY UNIVERSITY

175 FOREST STREET
WALTHAM,MA02452 		No Relationship PC DONATION 200

FEEDING SOUTHWEST VIRGINIA

1025 ELECTRIC ROAD
SALEM,VA24153 		No Relationship PC DONATION 40,000

MEALS OF HOPE

2221 CORPORATION BLVD
NAPLES,FL34109 		No Relationship PC DONATION 5,000

SPOTS LAST STOP INC

15084 APPALOOSA TRAIL NE
PRIOR LAKE,MN55372 		No Relationship PC DONATION 300

TOYS FOR T0TS MINNEAPOLIS MN

5905 34th AVE SOUTH
MINNEAPOLIS,MN55450 		No Relationship PC DONATION 2,500

FRIENDSHIP SERVICE CENTER INC

PO BOX 1896
NEW BRITTON,CT06050 		No Relationship PC DONATION 1,250

CHRYSALIS CENTER INC

255 HOMESTEAD AVE
HARTFORD,CT06112 		No Relationship PC DONATION 1,250

CRAVEABLES

2617 PUMPING STATION ROAD
APPOMATTOX,VA24522 		No Relationship PC DONATION 5,000

GIRL SCOUTS TROOP 18378

708 HUTCHINSON ROAD
WATERTOWN,MN55388 		No Relationship PC DONATION 1,500

ROCKY MOUNTAIN BIGHORN SOCIETY

PO BOX 349
CLIFTON,CO81520 		No Relationship PC DONATION 500

UNIVERSITY OF ST THOMAS

2115 SUMMIT AVE OSS 201
ST PAUL,MN55105 		No Relationship PC DONATION 500

EMMAUS INC

PO BOX 568
HAVERHILL,MA01831 		No Relationship PC DONATION 800

YMCA OF GREATER BOSTON

316 HUNTINGTON AVENUE
BOSTON,MA02115 		No Relationship PC DONATION 500

UNITED SOUTHEND SETTLEMENTS

46 RUTLAND STREET
BOSTON,MA02118 		No Relationship PC DONATION 1,200

SCHOOL ON WHEELS MA

100 LAUREL STREET
SUIT 121
EAST BRIDGEWATER,MA02333 		No Relationship PC DONATION 5,000

FRIENDSHIP SERVICE CENTER

PO BOX 1896
NEW BRITAIN,CT06050 		No Relationship PC DONATION 1,250

CHRYSALIS CENTER INC

255 HOMESTEAD AVE
HARTFORD,CT06112 		No Relationship PC DONATION 1,250

FAMILY PROMISE OF MORRIS COUNTY

PO BOX 1494
MORRISTOWN,NJ07962 		No Relationship PC DONATION 1,000

HABITAT FOR HUMANITY NEW YORK CITY

111 JOHN STREET
7th FLOOR SUITE 770
NEW YORK,NY10038 		No Relationship PC DONATION 2,500

COUNCIL ON THE ENVIRONMENT INC

PO BOX 2327
NEW YORK,NY10272 		No Relationship PC DONATION 5,000

INSURANCE INDUSTRY CHARITABLE FOUNDATION

2121 AVENUE OF THE STARS
SUITE 800
LOS ANGELES,CA90067 		No Relationship POF DONATION 5,500

INSURANCE INDUSTRY CHARITABLE FOUNDATION

2121 AVENUE OF THE STARS
SUITE 800
LOS ANGELES,CA90067 		No Relationship POF DONATION 1,500

INSURANCE INDUSTRY CHARITABLE FOUNDATION

2121 AVENUE OF THE STARS
SUITE 800
LOS ANGELES,CA90067 		No Relationship POF DONATION 15,000

CALIFORNIA MARITIME ACADEMY FOUNDATION

200 MARITIME ACADEMY DRIVE
VALLEJO,CA94590 		No Relationship POF DONATION 5,000

DENVER BOTANIC GARDENS

1007 YORK STREET
DENVER,CO80206 		No Relationship PC DONATION 500

AMERICAN FOUNDATION FOR SUICIDE PREVENTION

199 WATER STREET
11TH FLOOR
NEW YORK,NY10038 		No Relationship POF DONATION 2,500

BETH LUCE MEMORIAL GRANT FUND LASALLE

8605 WEST CHELTENHAM AVE
WYNDMOORS,PA19038 		No Relationship PC DONATION 1,250

HOME LAST RESCUE

PO BOX
NORTH WALES,PA19454 		No Relationship PC DONATION 1,250

FEEDING SOUTHWEST VIRGINIA

1025 ELECTRIC ROAD
SALEM,VA24153 		No Relationship PC DONATION 2,500

SALEM POLICE DEPARTMENT NATIONAL CHILD

36 EAST CALHOUN STREET
SALEM,VA24153 		No Relationship PC DONATION 2,500

FAMILY PROMISE OF FORSYTH COUNTY INC

127 SAMARITAN DRIVE
CUMMING,GA30040 		No Relationship PC DONATION 2,500

ST CHRISTOPHER FUND

PO BOX 30763
KNOXVILLE,TN37930 		No Relationship PC DONATION 1,500

SECOND HARVEST HEARTLAND

PO BOX 64051
ST PAUL,MN551640051 		No Relationship PC DONATION 2,500

TOYS FOR TOTS MINNEAPOLIS MN

5905 34th AVENUE SOUTH
MINNEAPOLIS,MN55450 		No Relationship PC DONATION 2,500

THE NEIGHBORHOOD BOYS AND GIRLS CLU

2501 WEST IRVING PARK ROAD
CHICAGO,IL60618 		No Relationship PC DONATION 2,500

JOHNSON COUNTY CHRISTMAS BUREAU

PO BOX 14786
LENEXA,KS66285 		No Relationship PC DONATION 1,000

CHERRY CREEK SCHOOLS FOUNDATION

4700 SOUTH YOSEMITE
SUITE 273
GREENWOOD VILLAGE,CO80111 		No Relationship POF DONATION 1,000

SPECIAL OLYMPICS OF COLORADO

12450 E ARAPAHOE ROAD
SUITE C
CENTENNIAL,CO80112 		No Relationship PC DONATION 2,500

ANIMALS IN NEED RESCUE NETWORK

2029 S BEVERLY GLEN BLVD
LOS ANGELES,CA90025 		No Relationship PC DONATION 750

CHILDRENS HOSPITAL LOS ANGELES

4650 SUNSET BLVD 29
LOS ANGELES,CA90027 		No Relationship PC DONATION 1,000

ACTION ANGELS

806 E AVENIDA PICO I 310
SAN CLEMENTE,CA92673 		No Relationship PC DONATION 500

CATERINAS CLUB

50 S ANAHEIM BLVD
SUITE 251
ANAHEIM,CA92805 		No Relationship PC DONATION 1,250

FOOD BANK OF CONTRA COSTA AND SOLANO

4010 NELSON AVE
CONCORD,CA94520 		No Relationship PC DONATION 1,250

SFMARIN FOOD BANK

PO BOX 7203
SAN FRANCISCO,CA94120 		No Relationship PC DONATION 1,250
Total .................................right arrow 3a 667,558
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     0   0 0
b     0   0 0
c     0   0 0
d     0   0 0
e     0   0 0
f     0   0 0
    0   0 0
gFees and contracts from government agencies          
2 Membership dues and assessments ....   0   0 0
3 Interest on savings and temporary cash
investments ........... 		  0 14 14,968 0
4 Dividends and interest from securities ....   0   0 0
5 Net rental income or (loss) from real estate:
aDebt-financed property......   0   0 0
bNot debt-financed property.....   0   0 0
6 Net rental income or (loss) from personal property   0   0 0
7 Other investment income .....   0   0 0
8 Gain or (loss) from sales of assets other than
inventory ............ 		  0   0 0
9 Net income or (loss) from special events:   0   0 0
10 Gross profit or (loss) from sales of inventory   0   0 0
11 Other revenue:
a   		  0   0 0
b     0   0 0
c     0   0 0
d     0   0 0
e     0   0 0
12 Subtotal. Add columns (b), (d), and (e) .. 0 14,968 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
14,968
(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: 24020569
Software Version: V2.0


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 OtherExpensesSchedule
Name:
INTACT CHARITABLE TRUST USA
EIN:
23-2441567
Software ID:
24020569
Software Version:
V2.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Miscellaneous Fees 4,563 0 4,563 0
Minnesota Registration Fee 25 0 25 0
Balance of Massachusetts Filing Fee 55 0 55 0
Management Fees 14,425 0 14,425 0
IRS Tax Payment 200 0 200 0


TY 2024 OtherIncreasesSchedule
Name:
INTACT CHARITABLE TRUST USA
EIN:
23-2441567
Software ID:
24020569
Software Version:
V2.0
Description Amount
Sweep Account Balance 8,178