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

20-1420345
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$3,803,536J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 6,713 6,713  
4 Dividends and interest from securities... 113,921 113,921  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 752,492
b Gross sales price for all assets on line 6a 3,198,561
7 Capital gain net income (from Part IV, line 2)... 755,506
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 873,126 876,140  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 45,000     45,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
18,266 18,266    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
12,461      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 2,282     2,282
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
43,380     43,380
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 121,389 18,266   90,662
25 Contributions, gifts, grants paid....... 2,067,833 2,067,833
26 Total expenses and disbursements. Add lines 24 and 25 2,189,222 18,266   2,158,495
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,316,096
b Net investment income (if negative, enter -0-) 857,874
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 118,036 113,725 113,725
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,399,191 Click to see attachment
List of Attached Documents:
// Content
644,936 		648,560
b Investments—corporate stock (attach schedule)....... 1,411,071 Click to see attachment
List of Attached Documents:
// Content
853,541 		2,143,813
c Investments—corporate bonds (attach schedule)....... 957,324 Click to see attachment
List of Attached Documents:
// Content
957,324 		897,438
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,885,622 2,569,526 3,803,536
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 3,885,622 2,569,526
29 Total net assets or fund balances (see instructions)..... 3,885,622 2,569,526
30 Total liabilities and net assets/fund balances (see instructions). 3,885,622 2,569,526
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,885,622
2
Enter amount from Part I, line 27a .....................
2
-1,316,096
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
2,569,526
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
2,569,526
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,198,561   2,443,055 755,506
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       755,506
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 2 755,506
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 11,924
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 11,924
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 11,924
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 12,200
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 12,200
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 276
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow276 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
Yes
 
If "Yes," attach the statement required by General Instruction T.Click to see attachment
List of Attached Documents:
// Content
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 arrowCT
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Anne B Green Dir, Treas, VP
5.0 		15,000 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
John R Raben Jr Dir, Pres
5.0 		15,000 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Laurie A Warren Sec, VP, Dir
5.0 		15,000 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
 
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
 
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
4,191,570
b
Average of monthly cash balances.......................
1b
340,103
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,531,673
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
4,531,673
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
67,975
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,463,698
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
223,185
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
223,185
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
11,924
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
11,924
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
211,261
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
211,261
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
211,261
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
2,158,495
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
2,158,495
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 7 211,261
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 346,584
b From 2020...... 1,565,429
c From 2021...... 1,652,534
d From 2022...... 3,044,824
e From 2023...... 2,580,366
f Total of lines 3a through e ........ 9,189,737
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 2,158,495
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..... 211,261
e Remaining amount distributed out of corpus 1,947,234
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 11,136,971
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		346,584
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		10,790,387
10 Analysis of line 9:
a Excess from 2020.... 1,565,429
b Excess from 2021.... 1,652,534
c Excess from 2022.... 3,044,824
d Excess from 2023.... 2,580,366
e Excess from 2024.... 1,947,234
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or 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

564 PARK AVENUE PRESERVATION FOUNDATION

564 PARK AVE
NEW YORK,NY10065 		N/A PC General & Unrestricted 1,000

ABBE MUSEUM

PO BOX 286
BAR HARBOR,ME04609 		N/A PC General & Unrestricted 1,000

ABILIS INC

50 GLENVILLE ST
GREENWICH,CT06831 		N/A PC General & Unrestricted 850

ALPHA-1 FOUNDATION INC

3300 PONCE DE LEON BLVD
CORAL GABLES,FL33134 		N/A PC Charitable Event 1,000

AMERICAN FRIENDS OF MAGEN DAVID ADOM

20 W 36TH ST SUITE 1100
NEW YORK,NY10018 		N/A PC General & Unrestricted 5,000

AMERICAN FRIENDS OF THE JEWISH MUSEUM OF GREECE

115 W 29TH ST RM 1103
NEW YORK,NY10001 		N/A PC General & Unrestricted 10,000

AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO

424 E 92ND ST
NEW YORK,NY10128 		N/A PC General & Unrestricted 500

AUSTIN BULLDOG RESCUE

1801 E 51ST ST STE 365 PMB 32
AUSTIN,TX78723 		N/A PC General & Unrestricted 500

BARNARD COLLEGE

3009 BROADWAY
NEW YORK,NY10027 		N/A PC General & Unrestricted 10,000

BEATRIX FARRAND SOCIETY

PO BOX 111
MOUNT DESERT,ME04660 		N/A PC General & Unrestricted 1,000

BOB WOODRUFF FAMILY FOUNDATION INC

4628 VERNON BLVD 531
LONG ISLAND CITY,NY11101 		N/A PC GOTYOUR6 fund 2,500

BOOT CAMPAIGN INC

2403 FARRINGTON ST
DALLAS,TX75207 		N/A PC General & Unrestricted 5,000

BROTHER WOLF ANIMAL RESCUE INC

PO BOX 8195
ASHEVILLE,NC28814 		N/A PC Hurricane relief 5,000

BRUCE MUSEUM INC

1 MUSEUM DR
GREENWICH,CT06830 		N/A PC General & Unrestricted 10,000

BUCKLEY INSTITUTE INC

265 CHURCH ST STE 404
NEW HAVEN,CT06510 		N/A PC General & Unrestricted 7,500

BUCKLEY SCHOOL IN THE CITY OF NEW YORK

113 E 73RD ST
NEW YORK,NY10021 		N/A PC General & Unrestricted 2,500

C&O CANAL TRUST INC

142 W POTOMAC ST
WILLIAMSPORT,MD21795 		N/A PC to support the Trust's Canal For All program 5,000

CAMDEN PUBLIC LIBRARY

55 MAIN ST
CAMDEN,ME04843 		N/A GOV Millay Society 2,000

CAMP BEECH CLIFF

PO BOX 381
MOUNT DESERT,ME04660 		N/A PC General & Unrestricted 1,000

CANCER SUPPORT TEAM INC

STE 304
PURCHASE,NY10577 		N/A PC General & Unrestricted 2,500

CHILDREN OF FALLEN PATRIOTS FOUNDATION

1818 LIBRARY ST STE 500
RESTON,VA20190 		N/A PC General & Unrestricted 7,500

CODE GREEN CAMPAIGN

13221 E 325 AVESTE 1 PMB 500
SPOKANE VALLEY,WA99216 		N/A PC General & Unrestricted 1,000

COLLEGE OF THE ATLANTIC

105 EDEN ST
BAR HARBOR,ME04609 		N/A PC General & Unrestricted 5,000

CONNECTICUT FOODSHARE INC

2 RESEARCH PKWY
WALLINGFORD,CT06492 		N/A PC General & Unrestricted 2,500

DUCKS UNLIMITED

1 WATERFOWL WAY
MEMPHIS,TN38120 		N/A PC General & Unrestricted 5,000

DUCKS UNLIMITED

1 WATERFOWL WAY
MEMPHIS,TN38120 		N/A PC General & Unrestricted 35,000

EASTERN MAINE HEALTHCARE SYSTEMS

43 WHITING HILL RD
BREWER,ME04412 		N/A PC to provide funding to Northern Light Health Foundation for The Campaign for Acadia Hospital 250,000

FAMILY CENTERS INC

40 ARCH ST
GREENWICH,CT06830 		N/A PC General & Unrestricted 1,000

FEEDING AMERICA

161 N CLARK ST SUITE 700
CHICAGO,IL60601 		N/A PC General & Unrestricted 4,000

FIRST RESPONDERS CHILDRENS FOUNDATION

38 E 32ND ST RM 602
NEW YORK,NY10016 		N/A PC General & Unrestricted 2,000

FISHER HOUSE FOUNDATION INC

12300 TWINBROOK PKWY STE 410
ROCKVILLE,MD20852 		N/A PC General & Unrestricted 32,500

FRIENDS OF ACADIA

PO BOX 45
BAR HARBOR,ME04609 		N/A PC General & Unrestricted 30,500

FRIENDS OF ACADIA

PO BOX 45
BAR HARBOR,ME04609 		N/A PC to provide funds for the Seasonal Workforce Housing Initiative to benefit Acadia National Park 500,000

FRIENDS OF GREENWICH POINT

PO BOX 711
OLD GREENWICH,CT06870 		N/A PC General & Unrestricted 1,500

FRIENDS OF KATAHDIN WOODS AND WATERS

PO BOX 18177
PORTLAND,ME04112 		N/A PC General & Unrestricted 1,000

GOOD SHEPHERD FOOD BANK

3121 HOTEL RD
AUBURN,ME04210 		N/A PC General & Unrestricted 5,000

GREENWICH ADULT DAY CARE INC

125 RIVER RD EXT
COS COB,CT06807 		N/A PC General & Unrestricted 2,500

GREENWICH BOTANICAL CENTER INC

PO BOX 1600
COS COB,CT06807 		N/A PC General & Unrestricted 1,000

GREENWICH COUNTRY DAY SCHOOL INC

401 OLD CHURCH RD 257 STANWICH RD
GREENWICH,CT06830 		N/A PC General & Unrestricted 44,500

GREENWICH EMERGENCY MEDICAL SERVICE INCORPORATED

1111 E PUTNAM AVE
RIVERSIDE,CT06878 		N/A PC General & Unrestricted 60,000

GREENWICH HISTORICAL SOCIETY INC

47 STRICKLAND RD
COS COB,CT06807 		N/A PC General & Unrestricted 1,000

GREENWICH LIBRARY

101 W PUTNAM AVE
GREENWICH,CT06830 		N/A PC General & Unrestricted 2,000

GREENWICH RIDING & TRAILS ASSOCIATION INC

PO BOX 1403
GREENWICH,CT06836 		N/A PC General & Unrestricted 500

GREENWICH SYMPHONY ORCHESTRA INC

PO BOX 35
GREENWICH,CT06836 		N/A PC General & Unrestricted 1,000

GREENWICH TREE CONSERVANCY INC

PO BOX 4215
GREENWICH,CT06831 		N/A PC General & Unrestricted 2,000

HEALTHY ACADIA

PO BOX 1710
ELLSWORTH,ME04605 		N/A PC General & Unrestricted 4,500

HILL HOUSE INC

10 RIVERSIDE AVE
RIVERSIDE,CT06878 		N/A PC General & Unrestricted 2,000

HISTORIC PROPERTIES OF GREENWICH INC

47 STRICKLAND RD
COS COB,CT06807 		N/A PC General & Unrestricted 15,000

HOBE SOUND NATURE CENTER INC

13640 SE FEDERAL HWY
HOBE SOUND,FL33455 		N/A PC Animal welfare category bird enclosures or summer interns to support programs 5,000

INTREPID FALLEN HEROES FUND

1 INTREPID SQ
NEW YORK,NY10036 		N/A PC General & Unrestricted 7,500

ISLAND HOUSING TRUST

PO BOX 851
MOUNT DESERT,ME04660 		N/A PC General & Unrestricted 25,000

ISLAND INSTITUTE

386 MAIN ST
ROCKLAND,ME04841 		N/A PC General & Unrestricted 50,000

ISLAND READERS AND WRITERS AN INITIATIVE FOR MAINE

PO BOX 227
MOUNT DESERT,ME04660 		N/A PC General & Unrestricted 20,000

ISLESFORD BOAT WORKS

PO BOX 291
ISLESFORD,ME04646 		N/A PC General & Unrestricted 2,500

KEEP AUSTIN NEIGHBORLY

6701 WILLAMETTE DR
AUSTIN,TX78723 		N/A PC HEARTENING.org 500

KEEPERS OF BAKER ISLAND

PO BOX 26
NE HARBOR,ME04662 		N/A PC General & Unrestricted 1,000

LEWA WILDLIFE CONSERVANCY USA

PO BOX 23860
NEW YORK,NY10087 		N/A PC the Conservation Education Program 10,000

LIFEFLIGHT OF MAINE LLC

PO BOX 859
AUGUSTA,ME04332 		N/A PC to fund the Aviation Enhancement Package 155,000

MAINE COAST HERITAGE TRUST

1 BOWDOIN MILL ISLAND STE 201
TOPSHAM,ME04086 		N/A PC General & Unrestricted 1,000

MAINE COMMUNITY FOUNDATION INC

245 MAIN ST
ELLSWORTH,ME04605 		N/A PC General & Unrestricted 1,000

MAINE SEACOAST MISSION

6 OLD FIREHOUSE LN
NORTHEAST HARBOR,ME04662 		N/A PC General & Unrestricted 50,000

MAINE-WABANAKI REACH

136 CENTER ST 213-215
OLD TOWN,ME04468 		N/A PC General & Unrestricted 1,000

MARINE TOYS FOR TOTS FOUNDATION

18251 QUANTICO GATEWAY DR
TRIANGLE,VA22172 		N/A PC General & Unrestricted 2,500

MASSACHUSETTS GENERAL HOSPITAL

125 NASHUA ST STE 540
BOSTON,MA02114 		N/A PC Psychiatry Dept 10,000

MATHER HOMESTEAD FOUNDATION INC

1290 E MAIN ST
STAMFORD,CT06902 		N/A PC General & Unrestricted 1,000

MDI WHEELERS

PO BOX 5
BERNARD,ME04612 		N/A PC General & Unrestricted 7,500

MIANUS RIVER GORGE INC

167 MIANUS RIVER RD
BEDFORD,NY10506 		N/A PC General & Unrestricted 1,000

MILLICENT ROGERS MUSEUM INC

PO BOX 1210
TAOS,NM87571 		N/A PC General & Unrestricted 1,000

MORYS PRESERVATION INC

306 YORK ST
NEW HAVEN,CT06511 		N/A PC General & Unrestricted 500

MOUNT DESERT ISLAND HISTORICAL SOCIETY

PO BOX 653
MOUNT DESERT,ME04660 		N/A PC General & Unrestricted 3,000

MOUNT DESERT ISLAND HOSPITAL

10 WAYMAN LN
BAR HARBOR,ME04609 		N/A PC General & Unrestricted 5,000

MOUNT DESERT ISLAND HOSPITAL

10 WAYMAN LN
BAR HARBOR,ME04609 		N/A PC to support the Core Generation Renovation campaign 25,000

MOUNT DESERT ISLAND SEARCH & RESCUE

PO BOX 493
BAR HARBOR,ME04609 		N/A PC General & Unrestricted 1,000

MOUNT DESERT LAND AND GARDEN PRESERVE

92 COOKSEY DR
MOUNT DESERT,ME04660 		N/A PC General & Unrestricted 1,000

MOUNT DESERT NURSING ASSOCIATION

PO BOX 397
NORTHEAST HARBOR,ME04662 		N/A PC General & Unrestricted 15,000

MT DESERT ISLAND YMCA

21 PARK ST
BAR HARBOR,ME04609 		N/A PC General & Unrestricted 2,500

NATIONAL AUDUBON SOCIETY INC

225 VARICK ST 7TH FLOOR
NEW YORK,NY10014 		N/A PC General & Unrestricted 1,000

NATIONAL FOREST FOUNDATION

27 FORT MISSOULA RD STE 3
MISSOULA,MT59804 		N/A PC to fund the WMNF Radeke Cabin Renovations project 50,000

NATIONAL FOREST FOUNDATION

27 FORT MISSOULA RD STE 3
MISSOULA,MT59804 		N/A PC Sporting clay donation 1,400

NATIONAL PARK FOUNDATION

1500 K ST NW STE 700
WASHINGTON,DC20005 		N/A PC General & Unrestricted 1,000

NATIONAL PARKS CONSERVATION ASSOCIATION

777 6TH ST NW STE 700
WASHINGTON,DC20001 		N/A PC General & Unrestricted 1,000

NEIGHBOR TO NEIGHBOR INC

248 E PUTNAM AVE
GREENWICH,CT06830 		N/A PC General & Unrestricted 1,000

NEIGHBORHOOD HOUSE CLUB

PO BOX 332
NE HARBOR,ME04662 		N/A PC General & Unrestricted 5,000

NEW ENGLAND AQUARIUM CORPORATION

CENTRAL WHARF
BOSTON,MA02110 		N/A PC General & Unrestricted 1,000

NORTH HAVEN FOUNDATION

PO BOX 664
ROCKLAND,ME04841 		N/A PC General & Unrestricted 35,000

NORTHEAST HARBOR LIBRARY

PO BOX 279
NE HARBOR,ME04662 		N/A PC General & Unrestricted 1,000

PATHWAYS INC

175 MILBANK AVE
GREENWICH,CT06830 		N/A PC General & Unrestricted 5,500

PIVOT MINISTRIES INC

485 JANE ST
BRIDGEPORT,CT06608 		N/A PC General & Unrestricted 500

SALVATION ARMY - GREATER HARTFORD AREA SERVICES

217 WASHINGTON ST
HARTFORD,CT06106 		N/A PC General & Unrestricted 2,000

SAMARITANS PURSE

PO BOX 3000
BOONE,NC28607 		N/A PC Charitable Event 25,000

SCHOODIC INSTITUTE AT ACADIA NATIONAL PARK

9 ATTERBURY CIR
WINTER HARBOR,ME04693 		N/A PC General & Unrestricted 3,500

SOLDIERS ANGELS

2895 NE LOOP 410 STE 107
SAN ANTONIO,TX78218 		N/A PC General & Unrestricted 2,500

SOUTHERN HARBOR ELDERCARE SERVICES

12 PULPIT HARBOR RD
NORTH HAVEN,ME04853 		N/A PC General & Unrestricted 500

SQUASH HAVEN INC

33 DIXWELL AVE PMB 226
NEW HAVEN,CT06511 		N/A PC General & Unrestricted 2,500

ST JUDE CHILDRENS RESEARCH HOSPITAL INC

501 ST JUDES PL
MEMPHIS,TN38105 		N/A PC General & Unrestricted 1,000

STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION

2361 HYLAN BLVD
STATEN ISLAND,NY10306 		N/A PC General & Unrestricted 5,000

STOP SOLDIER SUICIDE

600 PARK OFFICES DR STE 115
DURHAM,NC27709 		N/A PC General & Unrestricted 5,000

THE ANDREW K DWYER FOUNDATION

108 BASSETT CREEK TRL
HOBE SOUND,FL33455 		N/A PC General & Unrestricted 1,500

THE EVERGLADES FOUNDATION INC

18001 OLD CUTLER RD STE 625
PALMETTO BAY,FL33157 		N/A PC General & Unrestricted 10,000

THE GARDEN CLUB OF AMERICA

14 EAST 60TH ST
NEW YORK,NY10022 		N/A PC General Scholarship Fund 600

THE GREENWICH LAND TRUST INC

370 ROUND HILL RD
GREENWICH,CT06831 		N/A PC General & Unrestricted 2,150

THE SHRINERS HOSPITAL FOR CHILDREN

2900 N ROCKY POINT DR
TAMPA,FL33607 		N/A PC General & Unrestricted 1,000

THE TRANSPORTATION ASSOCIATION OF GREENWICH INC

13 RIVERSIDE AVE
RIVERSIDE,CT06878 		N/A PC General & Unrestricted 500

THE UCLA FOUNDATION

PO BOX 7145
PASADENA,CA91109 		N/A PC Operation Mend 6,000

THE YANKEE INSTITUTE FOR PUBLIC POLICY STUDIES INC

915 SILAS DEANE HWY
WETHERSFIELD,CT06109 		N/A PC General & Unrestricted 5,000

TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW

622 W 113TH ST 2ND FL
NEW YORK,NY10025 		N/A PC Pre med football player Scholarship Fund 10,000

TRUSTEES OF PHILLIPS ACADEMY

180 MAIN ST
ANDOVER,MA01810 		N/A PC General & Unrestricted 1,000

WATERMANS COMMUNITY CENTER

PO BOX 526
NORTH HAVEN,ME04853 		N/A PC General & Unrestricted 500

WENDELL GILLEY MUSEUM OF BIRD CARVING THE

PO BOX 254
SOUTHWEST HBR,ME04679 		N/A PC General & Unrestricted 2,500

WILLIAM A FARNSWORTH LIBRARY AND ART MUSEUM INC

356 MAIN ST
ROCKLAND,ME04841 		N/A PC General & Unrestricted 25,000

WILLOWIND THERAPEUTIC RIDING CENTER INC

1140 SATE HWY 3
BAR HARBOR,ME04609 		N/A PC General & Unrestricted 5,000

WINGS WORLD QUEST INC

780 3RD AVE 47TH FL
NEW YORK,NY10017 		N/A PC General & Unrestricted 1,000

WORLD CENTRAL KITCHEN INCORPORATED

PO BOX 96538
WASHINGTON,DC20090 		N/A PC Hurricane Helene food relief 5,000

YALE UNIVERSITY

PO BOX 209010
NEW HAVEN,CT06520 		N/A PC Yale Library Associates 5,000

YALE UNIVERSITY

PO BOX 2038
NEW HAVEN,CT06521 		N/A PC To support The Elizabethan Club (Stephen Marks Fund) 2,500

YALE UNIVERSITY

PO BOX 2038
NEW HAVEN,CT06521 		N/A PC to support planning and construction of the renovation of the Linonia & Brothers ("L&B") Reading Room in Sterling Memorial Library. 333,333

YALE UNIVERSITY

PO BOX 209010
NEW HAVEN,CT06520 		N/A PC The Skillman Associates 1,000
Total .................................right arrow 3a 2,067,833
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 6,713  
4 Dividends and interest from securities ....     14 113,921  
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 ............ 		    18 752,492  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   873,126  
13Total. Add line 12, columns (b), (d), and (e)..................
13
873,126
(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


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Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

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TY 2024 DepreciationSchedule
Name:
Cornelia Cogswell Rossi Foundation Inc
EIN:
20-1420345
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2024 InvestmentsCorpBondsSchedule
Name:
Cornelia Cogswell Rossi Foundation Inc
EIN:
20-1420345
Name of Bond End of Year Book Value End of Year Fair Market Value
EXXON MOBIL CORP - 2.992% - 03 321,876 299,067
GILEAD - 3.500% - 02/01/2025 306,069 299,595
QUALCOMM INC - 3.450% - 05/20/ 329,379 298,776

TY 2024 InvestmentsCorpStockSchedule
Name:
Cornelia Cogswell Rossi Foundation Inc
EIN:
20-1420345
Name of Stock End of Year Book Value End of Year Fair Market Value
ALPHABET INC CL A 12,687 56,790
AMERICAN EXPRESS CO 12,300 89,037
APPLE INC 2,815 225,377
BANK OF AMERICA CORP 30,518 65,925
CHEVRON CORP 36,148 72,420
CISCO SYSTEMS INC 8,715 29,600
CVS CAREMARK CORP 24,036 35,912
DEERE CO 4,648 52,963
EATON CORP PLC 23,006 49,781
EVERSOURCE ENERGYINC 20,689 45,944
EXXON MOBIL CORP 43,820 64,542
GILEAD SCIENCES INC 13,675 55,422
HOME DEPOT INC 3,187 58,349
INTERNATIONAL BUSINESS MACHINE 24,571 65,949
JOHNSON & JOHNSON 23,754 57,848
JP MORGAN CHASE 14,998 95,884
LINDE PLC COM 4,167 41,867
MCDONALD'S CORP 8,234 43,484
MICROSOFT CORP 31,903 84,300
NEXTERA ENERGY, INC 6,752 43,014
PALO ALTO NETWORKS INC 37,589 72,784
PARKER HANNIFIN CP 2,736 47,702
PEPSICO INC 16,562 45,618
PROCTER GAMBLE CO 12,826 33,530
SALESFORCE.COM 24,688 50,150
SERVICE NOW 23,302 53,006
TARGET CORPORATION 12,942 27,036
TJX COMPANIES INC 11,870 48,324
VANGUARD FTSE DEVELOPED MARKET 208,026 239,099
VANGUARD SM-CAP ETF 89,969 144,168
VERIZON COMMUNICATIONS 62,408 47,988

TY 2024 InvestmentsGovtObligationsSch
Name:
Cornelia Cogswell Rossi Foundation Inc
EIN:
20-1420345
US Government Securities - End of Year Book Value:

644,936
US Government Securities - End of Year Fair Market Value:

648,560
State & Local Government Securities - End of Year Book Value:


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


 


TY 2024 LiquidationExplanationStmt
Name:
Cornelia Cogswell Rossi Foundation Inc
EIN:
20-1420345
Statement:
This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2024, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $2,067,833. This amount represents 25% or more of the Foundation's net assets of $5,532,785 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2024. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein.


TY 2024 OtherExpensesSchedule
Name:
Cornelia Cogswell Rossi Foundation Inc
EIN:
20-1420345
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 43,000     43,000
Digital Subscriptions 330     330
State or Local Filing Fees 50     50


TY 2024 OtherProfessionalFeesSchedule
Name:
Cornelia Cogswell Rossi Foundation Inc
EIN:
20-1420345
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 18,266 18,266    


TY 2024 TaxesSchedule
Name:
Cornelia Cogswell Rossi Foundation Inc
EIN:
20-1420345
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2024 12,200      
990-PF Excise Tax for 2023 261