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 07-01-2024 , and ending 06-30-2025
Name of foundation
OLHCC REV THOMAS E CHAMBERS CSC
 
Number and street (or P.O. box number if mail is not delivered to street address)701 POYDRAS STREET STE 3100
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW ORLEANS, LA701397727
A Employer identification number

81-1003213
B Telephone number (see instructions)

(504) 586-7421
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$2,223,528J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 67,001 67,001  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 85,253
b Gross sales price for all assets on line 6a 401,124
7 Capital gain net income (from Part IV, line 2)... 85,253
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 152,254 152,254  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 15,968 11,976   3,992
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,000 0 0 1,000
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,524 514   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 22,492 12,490 0 4,992
25 Contributions, gifts, grants paid....... 257,630 257,630
26 Total expenses and disbursements. Add lines 24 and 25 280,122 12,490 0 262,622
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -127,868
b Net investment income (if negative, enter -0-) 139,764
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............. 773 956 956
2 Savings and temporary cash investments......... 199,466 141,886 141,886
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
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).......... 1,696,709 1,629,150 2,080,686
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,896,948 1,771,992 2,223,528
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,896,948 1,771,992
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,896,948 1,771,992
30 Total liabilities and net assets/fund balances (see instructions). 1,896,948 1,771,992
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,896,948
2
Enter amount from Part I, line 27a .....................
2
-127,868
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,912
4
Add lines 1, 2, and 3 ..........................
4
1,771,992
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,771,992
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 .5 BERKLEY W R CORP COM   2024-02-16 2024-07-11
b 6. AUTOLIV INC   2023-10-12 2024-08-30
c 15. CISCO SYS INC COM   2023-10-12 2024-08-30
d 3. DARDEN RESTAURANTS INC COM   2023-09-27 2024-08-30
e 1. DECKERS OUTDOOR CORP   2023-08-10 2024-08-30
17. DELTA AIR LINES INC   2024-05-15 2024-08-30
7. DEXCOM INC   2023-11-16 2024-08-30
2. EQUINIX   2023-09-27 2024-08-30
1. META PLATFORMS INC   2023-08-10 2024-08-30
20. FIDELITY NATIONAL FINANCIAL INC   2023-09-27 2024-08-30
4. J P MORGAN CHASE & CO COM   2015-12-23 2024-08-30
7. LINCOLN ELECTRIC HOLDINGS INC   2023-05-16 2024-08-30
3. MARRIOTT INTL INC NEW CL A   2023-10-12 2024-08-30
2. POOL CORPORATION   2023-09-27 2024-08-30
29. PUBLIC SVC ENTERPRISE GROUP COM   2023-05-16 2024-08-30
4. ROCKWELL INTL CORP NEW   2023-09-27 2024-08-30
4. SPROUTS FARMERS MARKET INC   2023-10-12 2024-08-30
9. STARBUCKS CORP COM   2023-11-16 2024-08-30
1. SYNOPSYS INC   2023-09-27 2024-08-30
2. WEST PHARMACEUTICALS SERVICES INC   2023-11-16 2024-08-30
1. CHUBB LTD   2023-09-27 2024-08-30
4. NXP SEMICONDUCTOR NV   2023-10-12 2024-08-30
979.493 FEDERATED HERMES INTERMEDIATE FD#303 COR   2022-05-23 2024-09-06
737.632 FIDELITY S/T TRSRY BND-INS PR   2023-04-10 2024-09-06
49.735 VANGUARD M/B SEC INDX-ADM   2023-11-27 2024-09-06
1. SUPER MICRO COMPUTER   2024-02-16 2024-09-26
8. ADOBE SYS INC COM   2023-09-27 2024-11-27
16. AGILENT TECH INC   2023-09-27 2024-11-27
5. AMERISOURCEBERGEN CORP   2023-10-12 2024-11-27
5. AMGEN INC COM   2022-11-09 2024-11-27
4. BIOGEN IDEC INC   2023-09-27 2024-11-27
13. BLOCK H & R INC COM   2024-08-30 2024-11-27
12. CLEAN HBRS INC RESTR   2023-10-12 2024-11-27
12. DECKERS OUTDOOR CORP   2023-08-10 2024-11-27
6. FIRSTCASH HOLDINGS INC COM   2023-11-16 2024-11-27
1. LILLY ELI & CO COM   2023-09-27 2024-11-27
2. MURPHY USA, INC   2023-11-16 2024-11-27
9. NUCOR CORP   2024-02-16 2024-11-27
20. NUCOR CORP   2023-09-27 2024-11-27
3. PEPSICO INC COM   2023-09-27 2024-11-27
5. QUEST DIAGNOSTICS IN   2023-09-27 2024-11-27
6. RYDER SYSTEM INC COMMON STOCK   2023-09-27 2024-11-27
21. SPROUTS FARMERS MARKET INC   2023-11-16 2024-11-27
27. SYNCHRONY   2023-09-27 2024-11-27
22. VISTRA CORP COM   2023-09-27 2024-11-27
1. EVEREST RE GROUP LTD COM   2023-10-12 2024-11-27
93. VANGUARD MSCI EMERGING MARKETS ETF   2024-02-07 2025-01-10
1400. VANGUARD MSCI EMERGING MARKETS ETF   2023-01-06 2025-01-10
1008.105 FIDELITY INTERM TRS BD-INS PR   2022-05-23 2025-01-30
562.555 VANGUARD M/B SEC INDX-ADM   2023-11-27 2025-01-30
8. ALPHABET INC INC CL A   2020-05-21 2025-02-07
8. AMAZON COM INC COM   2023-11-16 2025-02-07
1. AMERICAN EXPRESS CO   2024-05-15 2025-02-07
1. AMERISOURCEBERGEN CORP   2022-08-11 2025-02-07
1. AMGEN INC COM   2023-10-12 2025-02-07
14. APPLE COMPUTER INC COM   2023-09-27 2025-02-07
2. APPLIED MATERIALS (AMAT) INC   2023-10-12 2025-02-07
2. ARISTA NETWORKS INC NPV   2022-11-09 2025-02-07
1. AUTOMATIC DATA PROCESSING IN COM   2023-09-27 2025-02-07
4. BANK OF NEW YORK MELLON CORP   2023-09-27 2025-02-07
3. BERKLEY W R CORP COM   2024-02-16 2025-02-07
1. BLOCK H & R INC COM   2024-08-30 2025-02-07
7. BRISTOL MYERS SQUIBB CO COM   2023-09-27 2025-02-07
6. BROADCOM INC   2023-08-10 2025-02-07
1. CBOE GLOBAL MARKETS INC   2023-10-12 2025-02-07
3. CVS CORP COM   2023-09-27 2025-02-07
4. CABOT CORP   2023-05-16 2025-02-07
3. CINTAS CORP   2023-09-27 2025-02-07
7. CLEARWAY ENERGY INC CL C   2024-08-30 2025-02-07
1. COINBASE GLOBAL INC CL A   2024-02-16 2025-02-07
3. COLGATE PALMOLIVE CO   2023-11-16 2025-02-07
5. COMMERCIAL METALS CO   2024-11-27 2025-02-07
4. CONAGRA, INC COMMON STOCK   2023-09-27 2025-02-07
12. COREBRIDGE FINANCIAL INC. COM   2023-11-16 2025-02-07
1. CORPAY INC   2024-05-15 2025-02-07
1. COSTCO WHOLESALE CORP   2024-02-16 2025-02-07
1. CUMMINS ENGINE INC COM   2024-08-30 2025-02-07
2. DTE ENERGY COMPANY COMMON STOCK   2024-08-30 2025-02-07
2. DECKERS OUTDOOR CORP   2023-09-27 2025-02-07
1. DIAMONDBACK ENERGY INC   2024-05-15 2025-02-07
2. DISNEY WALT CO COM DISNEY   2023-09-27 2025-02-07
2. DOVER CORP COM   2023-09-27 2025-02-07
2. EDWARDS LIFESCIENCES CORP COM   2023-09-27 2025-02-07
1. EMCOR GROUP INC COM   2022-11-09 2025-02-07
3. EXPEDIA GROUP INC   2024-11-27 2025-02-07
6. EXXON MOBIL CORP COM   2023-09-27 2025-02-07
3. META PLATFORMS INC   2023-11-16 2025-02-07
3. FEDEX CORP COM   2023-09-27 2025-02-07
3. FIDELITY NATIONAL FINANCIAL INC   2023-09-27 2025-02-07
3. FORTINET INC   2024-11-27 2025-02-07
4. GE HEALTHCARE TECHNOLOGIES INC. COMMON S   2023-09-27 2025-02-07
1. GILEAD SCIENCES INC.   2024-08-30 2025-02-07
1. GRAINGER W W INC COM   2023-05-16 2025-02-07
7. HALOZYME THERAPEUTICS INC   2024-11-27 2025-02-07
1. HOME DEPOT INC COM   2023-09-27 2025-02-07
1. INTUITIVE SURGICAL   2023-10-12 2025-02-07
87. ISHARES S&P GLOBAL INFRASTRUCTURE ETF   2023-01-06 2025-02-07
3. J P MORGAN CHASE & CO COM   2015-12-23 2025-02-07
1. KLA-TENCOR CORP COM   2023-10-12 2025-02-07
2. LILLY ELI & CO COM   2023-09-27 2025-02-07
2. M & T BANK   2023-09-27 2025-02-07
6. MICROSOFT CORP COM   2015-12-23 2025-02-07
2. MOLSON COORS BREWING CO MOLSON COORS BRE   2023-09-27 2025-02-07
3. NATIONAL FUEL GAS CO COM   2024-11-27 2025-02-07
5. NATIONAL STORAGE AFFILIATES   2024-08-30 2025-02-07
1. NETAPP INC   2024-08-30 2025-02-07
21. NVIDIA CORP COM   2023-10-12 2025-02-07
2. OCCIDENTAL PETE CORP DEL COM   2023-09-27 2025-02-07
3. PALO ALTO NETWORKS, INC   2023-09-27 2025-02-07
2. PHILLIPS 66 66 COM   2023-09-27 2025-02-07
6. PHINIA INC. COMMON STOCK   2024-08-30 2025-02-07
2. PROCTER & GAMBLE CO COM   2022-02-23 2025-02-07
2. QUALCOMM INC COM   2023-09-27 2025-02-07
1. QUALYS INC   2024-11-27 2025-02-07
4. QUEST DIAGNOSTICS IN   2023-09-27 2025-02-07
2. RYDER SYSTEM INC COMMON STOCK   2023-09-27 2025-02-07
61. SPDR S&P 500 ETF TRUST   2015-12-23 2025-02-07
8. SS&C TECHNOLOGIES HLDG   2024-11-27 2025-02-07
17. SABRA HEALTHCARE REIT INC   2023-09-27 2025-02-07
1. SALESFORCE COM INC   2023-10-12 2025-02-07
4. SPROUTS FARMERS MARKET INC   2023-11-16 2025-02-07
1. SYNOPSYS INC   2023-09-27 2025-02-07
6. SYNOVUS FINANCIAL CORP   2023-09-27 2025-02-07
4. SYNCHRONY   2023-09-27 2025-02-07
4. SYSCO CORP COM   2023-11-16 2025-02-07
2. TJX COS INC NEW COM   2023-10-12 2025-02-07
2. T-MOBILE US INC   2023-09-27 2025-02-07
17. TANGER FACTORY OUTLET CENTERS INC   2024-02-16 2025-02-07
3. TARGA RES CORP   2023-09-27 2025-02-07
4. TEREX CORP NEW   2023-08-10 2025-02-07
2. TESLA MOTORS   2023-09-27 2025-02-07
3. 3M CO COM   2023-10-12 2025-02-07
6. TRUIST FINANCIAL CORP   2023-09-27 2025-02-07
1. UNITED THERAPEUTICS CORP   2024-11-27 2025-02-07
2. VEEVA SYSTEMS INC - CLASS A   2024-02-16 2025-02-07
3. VERIZON COMMUNICATIONS COM   2023-09-27 2025-02-07
5. VIRTU FINANCIAL INC-CLASS A   2024-11-27 2025-02-07
2. VISA INC   2023-05-16 2025-02-07
4. VISTRA CORP COM   2023-10-12 2025-02-07
3. WAL MART STORES INC COM   2023-11-16 2025-02-07
5. AXALTA COATING SYSTEMS LTD   2024-11-27 2025-02-07
2. WEATHERFORD INTERNATIONAL   2024-05-15 2025-02-07
3. MEDTRONIC PLC   2018-02-07 2025-02-07
1. RENAISSANCERE HOLDINGS LTD ORD   2023-09-27 2025-02-07
1. CHUBB LTD   2023-09-27 2025-02-07
1. ADVANCED MICRO DEVICES INC COM   2024-02-16 2025-02-18
2. ALPHABET INC INC CL A   2020-05-21 2025-02-18
2. AMAZON COM INC COM   2023-11-16 2025-02-18
1. AMERICAN EXPRESS CO   2024-05-15 2025-02-18
2. APPLE COMPUTER INC COM   2015-12-23 2025-02-18
1. APPLIED MATERIALS (AMAT) INC   2023-10-12 2025-02-18
1. BANK OF NEW YORK MELLON CORP   2023-09-27 2025-02-18
1. BLOCK H & R INC COM   2024-08-30 2025-02-18
1. BRISTOL MYERS SQUIBB CO COM   2023-09-27 2025-02-18
1. CVS CORP COM   2023-09-27 2025-02-18
3. CLEARWAY ENERGY INC CL C   2024-08-30 2025-02-18
1. COMMERCIAL METALS CO   2024-11-27 2025-02-18
1. FIDELITY NATIONAL FINANCIAL INC   2023-09-27 2025-02-18
1. GILEAD SCIENCES INC.   2024-08-30 2025-02-18
1. HOME DEPOT INC COM   2023-09-27 2025-02-18
1. MICROSOFT CORP COM   2015-12-23 2025-02-18
3. NVIDIA CORP COM   2023-10-12 2025-02-18
1. PHINIA INC. COMMON STOCK   2024-08-30 2025-02-18
1. REINSURANCE GROUP OF AMERICA INC   2024-02-16 2025-02-18
8. SPDR S&P 500 ETF TRUST   2015-12-23 2025-02-18
3. SABRA HEALTHCARE REIT INC   2023-09-27 2025-02-18
1. TEREX CORP NEW   2023-08-10 2025-02-18
1. TOLL BROTHERS INC   2024-08-30 2025-02-18
2. TRUIST FINANCIAL CORP   2023-09-27 2025-02-18
3. VIRTU FINANCIAL INC-CLASS A   2024-11-27 2025-02-18
1. VISA INC   2023-05-16 2025-02-18
7. ADVANCED MICRO DEVICES INC COM   2024-02-16 2025-02-26
2. AMERIPRISE FINL INC COM   2023-10-12 2025-02-26
3. APPLE COMPUTER INC COM   2015-12-23 2025-02-26
7. APPLIED MATERIALS (AMAT) INC   2023-10-12 2025-02-26
27. BANK OF NEW YORK MELLON CORP   2023-09-27 2025-02-26
25. BERKLEY W R CORP COM   2024-02-16 2025-02-26
9. CBOE GLOBAL MARKETS INC   2023-10-12 2025-02-26
27. CONAGRA, INC COMMON STOCK   2023-09-27 2025-02-26
5. DECKERS OUTDOOR CORP   2023-09-27 2025-02-26
11. DOVER CORP COM   2023-09-27 2025-02-26
5. META PLATFORMS INC   2023-11-16 2025-02-26
5. GRAINGER W W INC COM   2023-05-16 2025-02-26
2. HOME DEPOT INC COM   2023-09-27 2025-02-26
3. INTUIT INC   2023-09-27 2025-02-26
2. KLA-TENCOR CORP COM   2023-10-12 2025-02-26
7. MOLSON COORS BREWING CO MOLSON COORS BRE   2024-11-27 2025-02-26
12. MOLSON COORS BREWING CO MOLSON COORS BRE   2023-10-12 2025-02-26
14. OCCIDENTAL PETE CORP DEL COM   2023-09-27 2025-02-26
3. PROCTER & GAMBLE CO COM   2022-02-23 2025-02-26
9. SPROUTS FARMERS MARKET INC   2023-11-16 2025-02-26
5. SYNOPSYS INC   2023-09-27 2025-02-26
18. SYSCO CORP COM   2023-11-16 2025-02-26
6. VISTRA CORP COM   2023-10-12 2025-02-26
10. WEATHERFORD INTERNATIONAL   2024-05-15 2025-02-26
2. RENAISSANCERE HOLDINGS LTD ORD   2023-09-27 2025-02-26
4. CHUBB LTD   2023-09-27 2025-02-26
513.45 FEDERATED HERMES INTERMEDIATE FD#303 COR   2022-05-23 2025-03-06
1133.264 FIDELITY INTERM TRS BD-INS PR   2022-07-14 2025-03-06
119. ISHARES 5-10 YEAR INV GRAD CORP BND ETF   2023-05-30 2025-03-06
735.505 VANGUARD M/B SEC INDX-ADM   2023-11-27 2025-03-06
4. AMAZON COM INC COM   2023-11-16 2025-05-15
1. AMERIPRISE FINL INC COM   2024-05-15 2025-05-15
1. BROADCOM INC   2023-08-10 2025-05-15
12. COMMERCIAL METALS CO   2024-11-27 2025-05-15
27. DATADOG INC CL A   2025-02-26 2025-05-15
5. DECKERS OUTDOOR CORP   2023-09-27 2025-05-15
1. META PLATFORMS INC   2023-08-10 2025-05-15
8. FOX CORP CL B   2025-02-26 2025-05-15
3. MEDPACE HOLDINGS INC   2024-05-15 2025-05-15
2. MONOLITHIC POWER SYSTEMS, INC   2024-11-27 2025-05-15
9. PHILLIPS 66 66 COM   2023-10-12 2025-05-15
11. PROCTER & GAMBLE CO COM   2022-02-23 2025-05-15
6. QUALCOMM INC COM   2024-08-30 2025-05-15
8. QUALCOMM INC COM   2023-09-27 2025-05-15
11. QUALYS INC   2024-11-27 2025-05-15
5. VISTRA CORP COM   2023-10-12 2025-05-15
10. COCA COLA CONSOLIDATED INC   2025-02-26 2025-06-04
20. COCA COLA CONSOLIDATED INC   2023-11-16 2025-06-04
3. APPLE COMPUTER INC COM   2015-12-23 2025-06-18
1. BROADCOM INC   2023-08-10 2025-06-18
1. CLOUDFLARE INC CL A   2025-02-26 2025-06-18
1. COINBASE GLOBAL INC CL A   2024-02-16 2025-06-18
1. COMMERCIAL METALS CO   2024-11-27 2025-06-18
3. COREBRIDGE FINANCIAL INC. COM   2023-11-16 2025-06-18
1. FIDELITY NATIONAL FINANCIAL INC   2023-09-27 2025-06-18
134.239 FIDELITY S/T TRSRY BND-INS PR   2022-05-19 2025-06-18
2. HALOZYME THERAPEUTICS INC   2024-11-27 2025-06-18
56. INVESCO OPTIMUM YIELD DRIVERS   2023-01-06 2025-06-18
24. ISHARES S&P MIDCAP 400 INDEX FUND   2021-01-25 2025-06-18
95. ISHARES MSCI EAFE SMALL CAP INDEX FD   2021-12-21 2025-06-18
335. ISHARES S&P GLOBAL INFRASTRUCTURE ETF   2023-01-06 2025-06-18
138. ISHARES CORE MSCI EAFE ETF   2023-01-06 2025-06-18
115. ISHARES MSCI EMR MRK EX CHINA ETF   2025-01-10 2025-06-18
1. J P MORGAN CHASE & CO COM   2024-02-16 2025-06-18
1. LENNOX INTL   2025-05-15 2025-06-18
1. M & T BANK   2023-09-27 2025-06-18
5. MAPLEBEAR INC. COM   2025-02-26 2025-06-18
1. NATIONAL FUEL GAS CO COM   2024-11-27 2025-06-18
2. NATIONAL STORAGE AFFILIATES   2024-08-30 2025-06-18
1. NVIDIA CORP COM   2024-05-15 2025-06-18
1. QUEST DIAGNOSTICS IN   2023-09-27 2025-06-18
10. SPDR S&P 500 ETF TRUST   2015-12-23 2025-06-18
2. SYNOVUS FINANCIAL CORP   2023-09-27 2025-06-18
1. SYNCHRONY   2023-09-27 2025-06-18
2. TANGER FACTORY OUTLET CENTERS INC   2024-02-16 2025-06-18
1. TOLL BROTHERS INC   2024-08-30 2025-06-18
(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 26   28 -2
b 609   579 30
c 757   812 -55
d 473   425 48
e 936   559 377
721   907 -186
487   721 -234
1,639   1,431 208
520   306 214
1,182   819 363
893   265 628
1,362   1,181 181
698   597 101
708   683 25
2,334   1,819 515
1,074   1,135 -61
415   176 239
857   964 -107
521   448 73
634   701 -67
283   212 71
1,017   825 192
8,502   8,404 98
7,664   7,455 209
939   885 54
395   1,033 -638
4,090   4,074 16
2,217   2,011 206
1,254   941 313
1,397   1,473 -76
638   1,041 -403
776   833 -57
3,116   1,794 1,322
2,310   1,119 1,191
649   673 -24
787   551 236
1,116   738 378
1,381   1,692 -311
3,068   3,112 -44
492   558 -66
815   624 191
1,009   618 391
3,203   877 2,326
1,798   841 957
3,448   729 2,719
390   394 -4
3,982   3,787 195
59,946   57,442 2,504
9,577   10,280 -703
10,261   10,008 253
1,478   563 915
1,832   1,122 710
320   242 78
247   145 102
295   286 9
3,207   1,249 1,958
359   293 66
238   62 176
308   238 70
345   170 175
183   165 18
53   64 -11
395   411 -16
1,362   506 856
212   161 51
162   213 -51
343   274 69
610   358 252
181   196 -15
277   186 91
258   227 31
248   308 -60
99   112 -13
402   233 169
378   285 93
1,045   723 322
370   311 59
243   250 -7
341   167 174
159   197 -38
222   161 61
404   282 122
142   143 -1
463   146 317
610   557 53
655   708 -53
2,148   986 1,162
766   787 -21
173   123 50
317   287 30
352   269 83
98   80 18
1,039   668 371
400   336 64
408   304 104
588   280 308
4,638   4,117 521
830   199 631
747   505 242
1,755   1,101 654
400   247 153
2,465   334 2,131
108   126 -18
215   193 22
186   230 -44
123   119 4
2,691   998 1,693
93   130 -37
583   345 238
240   242 -2
296   289 7
337   327 10
333   220 113
141   154 -13
649   499 150
316   206 110
36,721   12,498 24,223
692   616 76
281   232 49
329   207 122
677   164 513
524   448 76
335   166 169
270   125 145
285   282 3
250   178 72
499   281 218
571   474 97
603   256 347
177   243 -66
736   487 249
451   227 224
286   170 116
346   375 -29
474   446 28
120   99 21
197   187 10
698   466 232
677   128 549
306   158 148
186   203 -17
133   248 -115
270   248 22
240   201 39
272   212 60
114   177 -63
367   141 226
449   280 169
312   242 70
488   54 434
170   147 23
89   42 47
51   64 -13
54   59 -5
66   71 -5
79   84 -5
53   62 -9
58   41 17
106   80 26
402   304 98
409   56 353
420   143 277
53   48 5
200   172 28
4,880   1,639 3,241
50   41 9
47   61 -14
121   143 -22
95   57 38
112   112  
355   233 122
739   1,239 -500
1,057   658 399
726   81 645
1,184   1,027 157
2,349   1,146 1,203
1,544   1,379 165
1,847   1,445 402
681   757 -76
734   418 316
2,183   1,553 630
3,381   1,620 1,761
5,036   3,339 1,697
790   607 183
1,865   1,528 337
1,489   1,010 479
432   432  
740   751 -11
683   908 -225
512   480 32
1,374   369 1,005
2,360   2,238 122
1,330   1,268 62
888   192 696
632   1,238 -606
461   401 60
1,091   847 244
4,390   4,413 -23
10,936   11,412 -476
6,206   6,008 198
13,548   13,085 463
822   561 261
517   439 78
232   84 148
574   740 -166
3,173   3,111 62
633   418 215
652   306 346
409   432 -23
893   1,215 -322
1,426   1,110 316
1,109   1,048 61
1,773   1,738 35
914   1,041 -127
1,218   881 337
1,497   1,694 -197
761   160 601
1,074   1,398 -324
2,148   1,379 769
589   81 508
252   84 168
182   146 36
296   186 110
50   62 -12
99   58 41
54   41 13
1,384   1,364 20
107   96 11
776   795 -19
1,460   1,171 289
6,700   6,723 -23
19,450   15,854 3,596
11,233   8,828 2,405
6,990   6,385 605
275   179 96
553   593 -40
182   124 58
218   216 2
86   64 22
67   92 -25
145   93 52
181   125 56
6,005   2,049 3,956
96   55 41
62   31 31
60   56 4
106   143 -37
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       -2
b       30
c       -55
d       48
e       377
      -186
      -234
      208
      214
      363
      628
      181
      101
      25
      515
      -61
      239
      -107
      73
      -67
      71
      192
      98
      209
      54
      -638
      16
      206
      313
      -76
      -403
      -57
      1,322
      1,191
      -24
      236
      378
      -311
      -44
      -66
      191
      391
      2,326
      957
      2,719
      -4
      195
      2,504
      -703
      253
      915
      710
      78
      102
      9
      1,958
      66
      176
      70
      175
      18
      -11
      -16
      856
      51
      -51
      69
      252
      -15
      91
      31
      -60
      -13
      169
      93
      322
      59
      -7
      174
      -38
      61
      122
      -1
      317
      53
      -53
      1,162
      -21
      50
      30
      83
      18
      371
      64
      104
      308
      521
      631
      242
      654
      153
      2,131
      -18
      22
      -44
      4
      1,693
      -37
      238
      -2
      7
      10
      113
      -13
      150
      110
      24,223
      76
      49
      122
      513
      76
      169
      145
      3
      72
      218
      97
      347
      -66
      249
      224
      116
      -29
      28
      21
      10
      232
      549
      148
      -17
      -115
      22
      39
      60
      -63
      226
      169
      70
      434
      23
      47
      -13
      -5
      -5
      -5
      -9
      17
      26
      98
      353
      277
      5
      28
      3,241
      9
      -14
      -22
      38
       
      122
      -500
      399
      645
      157
      1,203
      165
      402
      -76
      316
      630
      1,761
      1,697
      183
      337
      479
       
      -11
      -225
      32
      1,005
      122
      62
      696
      -606
      60
      244
      -23
      -476
      198
      463
      261
      78
      148
      -166
      62
      215
      346
      -23
      -322
      316
      61
      35
      -127
      337
      -197
      601
      -324
      769
      508
      168
      36
      110
      -12
      41
      13
      20
      11
      -19
      289
      -23
      3,596
      2,405
      605
      96
      -40
      58
      2
      22
      -25
      52
      56
      3,956
      41
      31
      4
      -37
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 85,253
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,943
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,943
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,943
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,928
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,928
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 10
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 10 975
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow975 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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowLA
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 arrowHANCOCK WHITNEY BANK Telephone no.right arrow (504) 586-7421

Located atright arrow701 POYDRAS ST STE 3100NEW ORLEANSLA ZIP+4right arrow70139
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
UNIVERSITY OF HOLY CROSS TRUSTEE
1 		0    
4123 WOODLAND DR
NEW ORLEANS,LA70131
HANCOCK WHITNEY BANK TRUSTEE
1 		15,968    
701 POYDRAS ST STE 3100
NEW ORLEANS,LA70130
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
2,107,530
b
Average of monthly cash balances.......................
1b
164,783
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,272,313
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
2,272,313
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
34,085
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,238,228
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
111,911
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
111,911
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,943
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,943
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
109,968
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
109,968
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
109,968
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
262,622
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
262,622
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 7 109,968
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 419,401
f Total of lines 3a through e ........ 419,401
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 262,622
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 109,968
e Remaining amount distributed out of corpus 152,654
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 572,055
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		572,055
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 419,401
e Excess from 2024.... 152,654
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

UNIVERSITY OF HOLY CROSS

DIR OF FINANCIAL MGMT CFO
NEW ORLEANS,LA70131 		NONE PC GENERAL SUPPORT 257,630
Total .................................right arrow 3a 257,630
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 67,001  
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 85,253  
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) ..   152,254  
13Total. Add line 12, columns (b), (d), and (e)..................
13
152,254
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
OLHCC REV THOMAS E CHAMBERS CSC
EIN:
81-1003213
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,000     1,000

TY 2024 OtherIncreasesSchedule
Name:
OLHCC REV THOMAS E CHAMBERS CSC
EIN:
81-1003213
Description Amount
RETURN OF CAPITAL ADJUSTMENTS 102
MUTUAL FUND TIMING DIFFERENCES 495
BASIS ADJUSTMENTS 2,315


TY 2024 TaxesSchedule
Name:
OLHCC REV THOMAS E CHAMBERS CSC
EIN:
81-1003213
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1 1   0
FEDERAL TAX PAYMENT - PRIOR YE 2,082 0   0
FEDERAL ESTIMATES - PRINCIPAL 2,928 0   0
FOREIGN TAXES ON QUALIFIED FOR 354 354   0
FOREIGN TAXES ON NONQUALIFIED 159 159   0