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

66-6012547
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$17,811,961J 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 10,622 10,622  
4 Dividends and interest from securities... 336,548 336,548  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,403,613
b Gross sales price for all assets on line 6a 3,641,128
7 Capital gain net income (from Part IV, line 2)... 1,403,560
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
62,044 62,044  
12 Total. Add lines 1 through 11........ 1,812,827 1,812,774  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 67,500     67,500
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
139,353 92,687   46,666
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
34,674 6,174    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 12,794     12,794
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
78,211 18,556   59,654
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 332,532 117,417   186,614
25 Contributions, gifts, grants paid....... 2,717,601 2,717,601
26 Total expenses and disbursements. Add lines 24 and 25 3,050,133 117,417   2,904,215
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,237,306
b Net investment income (if negative, enter -0-) 1,695,357
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......... 592,061 608,910 608,910
3 Accounts receivable right arrow1,832
Less: allowance for doubtful accounts right arrow     1,832 1,832
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) 449,058 Click to see attachment
List of Attached Documents:
// Content
518,354 		505,863
b Investments—corporate stock (attach schedule)....... 7,514,464 Click to see attachment
List of Attached Documents:
// Content
6,784,910 		11,787,091
c Investments—corporate bonds (attach schedule)....... 2,296,297 Click to see attachment
List of Attached Documents:
// Content
2,212,698 		2,088,192
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).......... 2,174,800 Click to see attachment
List of Attached Documents:
// Content
1,662,670 		2,820,073
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) 13,026,680 11,789,374 17,811,961
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 13,026,680 11,789,374
29 Total net assets or fund balances (see instructions)..... 13,026,680 11,789,374
30 Total liabilities and net assets/fund balances (see instructions). 13,026,680 11,789,374
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
13,026,680
2
Enter amount from Part I, line 27a .....................
2
-1,237,306
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
11,789,374
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
11,789,374
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 Passthrough K1 Capital Gain/(Loss)      
c AXA EQUITABLE LIFE INSURANCE P 2016-10-31 2024-12-30
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 3,281,964   1,934,626 1,347,338
b       52,462
c 359,164   355,404 3,760
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       1,347,338
b        
c       3,760
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 1,403,560
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 23,565
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 23,565
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 23,565
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 23,790
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 600
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 24,390
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 10 825
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow825 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowFL
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
Susan K Edwards Sec, Trustee
2.0 		15,000 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Donald Kimelman Trustee, Pres
4.0 		37,500 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
John D Kimelman Treas, Trustee
2.0 		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
Oppenheimer & co inc Investment Mgmt 92,687
85 BOARD STREET
NEW YORK,NY10004
Foundation Source Administrative 59,654
55 Walls Drive 3rd Fl
Fairfield,CT06824
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
14,762,635
b
Average of monthly cash balances.......................
1b
695,400
c
Fair market value of all other assets (see instructions)................
1c
3,178,257
d
Total (add lines 1a, b, and c).........................
1d
18,636,292
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
18,636,292
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
279,544
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
18,356,748
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
917,837
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
917,837
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
23,565
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
23,565
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
894,272
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
894,272
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
894,272
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
2,904,215
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
2,904,215
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 7 894,272
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......  
b From 2020...... 349,013
c From 2021...... 974,407
d From 2022...... 1,712,726
e From 2023...... 1,811,904
f Total of lines 3a through e ........ 4,848,050
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 2,904,215
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..... 894,272
e Remaining amount distributed out of corpus 2,009,943
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 6,857,993
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) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		6,857,993
10 Analysis of line 9:
a Excess from 2020.... 349,013
b Excess from 2021.... 974,407
c Excess from 2022.... 1,712,726
d Excess from 2023.... 1,811,904
e Excess from 2024.... 2,009,943
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

ACADEMY OF MUSIC OF PHILADELPHIA INC

300 S BROAD ST
PHILADELPHIA,PA19102 		N/A PC General & Unrestricted 5,000

ACADEMY OF VOCAL ARTS

1920 SPRUCE ST
PHILADELPHIA,PA19103 		N/A PC General & Unrestricted 5,000

ACTION AGAINST HUNGER USA

1 WHITEHALL ST FRNT 2
NEW YORK,NY10004 		N/A PC Sudan fund 10,000

ADOPTIONS FROM THE HEART INC

30 HAMPSTEAD CIR
WYNNEWOOD,PA19096 		N/A PC General & Unrestricted 3,000

ALL KINGS PROJECT INC

369 E 7TH ST
BROOKLYN,NY11218 		N/A PC General & Unrestricted 10,000

AMERICA-ITALY SOCIETY OF PHILADELPHIA

230 S BROAD ST STE 1105
PHILADELPHIA,PA19102 		N/A PC General & Unrestricted 1,000

AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO

424 E 92ND ST
NEW YORK,NY10128 		N/A PC General & Unrestricted 50,000

ARS NOVA THEATER I INC

511 W 54TH ST
NEW YORK,NY10019 		N/A PC General & Unrestricted 20,000

BARD COLLEGE

PO BOX 5000
ANNANDALEONHUDSON,NY12504 		N/A PC general support and cultural programming at the Fisher Center for the Performing Arts 30,000

BARNES FOUNDATION

2025 BENJAMIN FRANKLIN PKWY
PHILADELPHIA,PA19130 		N/A PC General & Unrestricted 5,000

BARTLETT ARBORETUM ASSOCIATION INC

151 BROOKDALE RD
STAMFORD,CT06903 		N/A PC General & Unrestricted 1,000

BENCHMARK SCHOOL

2107 N PROVIDENCE RD
MEDIA,PA19063 		N/A PC General & Unrestricted 1,000

BENNINGTON COLLEGE CORPORATION

ONE COLLEGE DR
BENNINGTON,VT05201 		N/A PC April Scholarship Challenge fund 1,000

BERKSHIRE NATURAL RESOURCES

309 PITTSFIELD ROAD STE B
LENOX,MA01240 		N/A PC General & Unrestricted 1,000

BOISE STATE UNIVERSITY FOUNDATION INC

1173 W UNIVERSITY DR
BOISE,ID83706 		N/A PC The Frank Church Institute fund 3,000

BONE MARROW AND CANCER FOUNDATION INC

515 MADISON AVE STE 1130
NEW YORK,NY10022 		N/A PC Lifeline and Clinical Care Counseling programs 40,000

BROAD STREET MINISTRY

PO BOX 22656
PHILADELPHIA,PA19110 		N/A PC General & Unrestricted 5,000

CAMPHILL VILLAGE U S A INC

84 CAMPHILL VILLAGE RD
COPAKE,NY12516 		N/A PC General & Unrestricted 3,000

CATHOLIC CHARITIES AGENCY OF SPRINGFIELD MA

65 ELLIOTT
SPRINGFIELD,MA01105 		N/A PC General & Unrestricted 7,000

CATSKILL MOUNTAINKEEPER INC

PO BOX 268
HURLEYVILLE,NY12747 		N/A PC General & Unrestricted 7,500

CENTER CITY DISTRICT FOUNDATION

100 S BROAD ST STE 1N
PHILADELPHIA,PA19110 		N/A PC homeless outreach activities, conducted in partnership with social services agencies, to bring people off the streets of Center City 7,500

CENTER CITY RESIDENTS ASSOCIATION OF PHILADELPHIA

1900 MARKET ST FL 8
PHILADELPHIA,PA19103 		N/A PC Clean, Safe and Green program 1,000

CENTER FOR ENGAGEMENT AND ADVOCACY IN THE AMERICAS

PO BOX 53106
WASHINGTON,DC20009 		N/A PC General & Unrestricted 2,000

CHILD ABUSE PREVENTION CENTER INC

35 VAN WAGNER RD
POUGHKEEPSIE,NY12603 		N/A PC General & Unrestricted 30,000

CHILDFUND INTERNATIONAL INC

2821 EMERYWOOD PKWY
RICHMOND,VA23294 		N/A PC General & Unrestricted 2,000

CHILDFUND INTERNATIONAL INC

2821 EMERYWOOD PKWY
RICHMOND,VA23294 		N/A PC Birthday money fund for six children 621

CHILDFUND INTERNATIONAL INC

2821 EMERYWOOD PKWY
RICHMOND,VA23294 		N/A PC sponsor a child fund 1,980

CLARK UNIVERSITY

950 MAIN ST
WORCESTER,MA01610 		N/A PC General & Unrestricted 10,000

COLUMBIA COUNTY RECOVERY KITCHEN INC

37 OAKWOOD LN
RHINEBECK,NY12572 		N/A PC General & Unrestricted 3,000

COMMITTEE TO PROTECT JOURNALISTS INC

509 W 38TH ST FL 5
NEW YORK,NY10018 		N/A PC General & Unrestricted 5,000

COMMUNITY FOUNDATION FOR PALM BEACH & MARTIN COUNT

700 S DIXIE HWY STE 200
WEST PALM BCH,FL33401 		N/A PC General & Unrestricted 5,000

COMMUNITY FOUNDATIONS OF THE HUDSON VALLEY

25 VAN WAGNER RD STE 2
POUGHKEEPSIE,NY12603 		N/A PC General & Unrestricted 10,000

CONGREGATION RODEPH SHOLOM

7 W 83RD ST
NEW YORK,NY10024 		N/A PC General & Unrestricted 5,000

COUNCIL ON ADDICTION PREVENTION AND EDUCATION OF D

31 MARSHALL RD 3G
WAPPINGERS FALLS,NY12590 		N/A PC to build a youth clubhouse that will provide counseling on substance abuse and other related services 70,000

COUNCIL ON ADDICTION PREVENTION AND EDUCATION OF D

31 MARSHALL RD 3G
WAPPINGERS FALLS,NY12590 		N/A PC General & Unrestricted 2,000

DRIVE US FORWARD

20 OLD POWERHOUSE RD
FALMOUTH,ME04105 		N/A PC General & Unrestricted 5,000

DUO DUO ANIMAL WELFARE PROJECT INC

1030 E EL CAMINO REAL STE 302
SUNNYVALE,CA94087 		N/A PC General & Unrestricted 15,000

DUTCHESS LAND CONSERVANCY INC

PO BOX 138
MILLBROOK,NY12545 		N/A PC General & Unrestricted 1,000

DYNAMITE YOUTH CENTER FOUNDATION INC

1830 CONEY ISLAND AVE
BROOKLYN,NY11230 		N/A PC General & Unrestricted 40,000

EAST OF RIVER BOYS AND GIRLS STEELBAND INC

5073 E CAPITOL ST SE
WASHINGTON,DC20019 		N/A PC General & Unrestricted 3,000

EDITH WHARTON RESTORATION INC

PO BOX 974
LENOX,MA01240 		N/A PC General & Unrestricted 1,000

EDUCATION LAW CENTER - PA

1800 JFK BLVD SUITE 1900A
PHILADELPHIA,PA19103 		N/A PC General & Unrestricted 1,000

FAIRVIEW HOSPITAL

29 LEWIS AVE
GREAT BARRINGTON,MA01230 		N/A PC Fairview Hospital Annual Fund 4,000

FAMILY SERVICES INC

29 NORTH HAMILTON ST
POUGHKEEPSIE,NY12601 		N/A PC Teen Resource Activity Center 37,500

FAMILY SERVICES INC

29 NORTH HAMILTON ST
POUGHKEEPSIE,NY12601 		N/A PC Family Services' Teen Resource Activity Center and its successor teen program 37,500

FEEDING AMERICA

161 N CLARK ST SUITE 700
CHICAGO,IL60601 		N/A PC General & Unrestricted 10,000

FOR PETES SAKE CANCER RESPITE FOUNDATION

620 W GERMANTOWN PIKE STE 250
PLYMOUTH MTNG,PA19462 		N/A PC General & Unrestricted 2,500

FORWARD ASSOC INC

125 MAIDEN LN 8TH FL
NEW YORK,NY10038 		N/A PC general support and the all-access campaign 40,000

FORWARD ASSOC INC

125 MAIDEN LN 8TH FL
NEW YORK,NY10038 		N/A PC general support and the all-access campaign 35,000

FRIENDS OF HUDSON YOUTH INC

PO BOX 285
HUDSON,NY12534 		N/A PC General & Unrestricted 3,000

FRIENDS OF SCHUYLKILL RIVER PARK

2037 CHESTNUT ST UNIT 30246
PHILADELPHIA,PA19103 		N/A PC General & Unrestricted 1,000

FRIENDS OF THE ISRAEL DEFENSE FORCES

PO BOX 4224
NEW YORK,NY10163 		N/A PC the Fallen and Wounded program and Financial Relief fund 4,000

FROST VALLEY YMCA

2000 FROST VALLEY RD
CLARYVILLE,NY12725 		N/A PC General & Unrestricted 3,500

FUND FOR INVESTIGATIVE JOURNALISM INC

1100 13TH ST NW STE 800
WASHINGTON,DC20005 		N/A PC General & Unrestricted 25,000

FUSION ACADEMY SCHOLARSHIP FOUNDATION

72 MONROE CENTER ST NW STE B
GRAND RAPIDS,MI49503 		N/A PC General & Unrestricted 15,000

GEORGE WASHINGTON LAW SCHOOL

2100 M ST NW STE 310
WASHINGTON,DC20052 		N/A PC Law School Dean's Fund 3,000

GLAMOURGALS FOUNDATION INC

505 E 79TH ST
NEW YORK,NY10075 		N/A PC General & Unrestricted 4,000

GLSEN INC

244 MADISON AVE 108
NEW YORK,NY10016 		N/A PC General & Unrestricted 2,000

GLYNWOOD CENTER INC

PO BOX 157 362 GLYNWOOD RD
COLD SPRINGS,NY10516 		N/A PC General & Unrestricted 1,000

GRACE SMITH HOUSE INC

1 BROOKSIDE AVE
POUGHKEEPSIE,NY12601 		N/A PC facility improvement fund 25,000

GRACE SMITH HOUSE INC

1 BROOKSIDE AVE
POUGHKEEPSIE,NY12601 		N/A PC General & Unrestricted 30,000

GROUNDTRUTH PROJECT INC

68 HARRISON AVE STE 605 PMB 46837
BOSTON,MA02111 		N/A PC report for america initiative 55,000

GROUNDTRUTH PROJECT INC

68 HARRISON AVE STE 605 PMB 46837
BOSTON,MA02111 		N/A PC report for america initiative 55,000

HALDANE SCHOOL FOUNDATION INC

PO BOX 364
COLD SPRING,NY10516 		N/A PC General & Unrestricted 3,000

HEALTHY NEWSWORKS

PO BOX 431
PILGRIM GDNS,PA19026 		N/A PC General & Unrestricted 5,000

HEIFER INTERNATIONAL FOUNDATION

1 WORLD AVE
LITTLE ROCK,AR72202 		N/A PC General & Unrestricted 10,000

HELP ANIMALS INDIA

19215 32ND AVE NE
LK FOREST PK,WA98155 		N/A PC General & Unrestricted 15,000

HEVREH OF SOUTHERN BERKSHIRE INC

270 STATE RD
GREAT BARRINGTON,MA01230 		N/A PC General & Unrestricted 3,000

HIGH & MIGHTY THERAPEUTIC RIDING AND DRIVING CENTE

71 COUNTY RTE 21C
GHENT,NY12075 		N/A PC General & Unrestricted 2,000

HIGHLANDS CURRENT INC

142 MAIN ST
COLD SPRING,NY10516 		N/A PC General & Unrestricted 1,500

HUDSON VALLEY HOSPICE FOUNDATION INC

374 VIOLET AVE
POUGHKEEPSIE,NY12601 		N/A PC General & Unrestricted 5,000

HUMANE SOCIETY FOR SEATTLE-KING CO

13212 SE EASTGATE WAY
BELLEVUE,WA98005 		N/A PC General & Unrestricted 20,000

HUMANE WORLD FOR ANIMALS INTERNATIONAL

1255 23RD ST NW STE 450
WASHINGTON,DC20037 		N/A PC General & Unrestricted 50,000

INSIDE CLIMATE NEWS

26 COURT ST STE 1617
BROOKLYN,NY11242 		N/A PC General & Unrestricted 50,000

INTERAMERICAN HEALTH ALLIANCE

PO BOX 120935
NASHVILLE,TN37212 		N/A PC Primeros Pasos 1,000

INTERNATIONAL RESCUE COMMITTEE INC

PO BOX 6068
ALBERT LEA,MN56007 		N/A PC General & Unrestricted 20,000

JACOBS PILLOW DANCE FESTIVAL INC

358 GEORGE CARTER RD
BECKET,MA01223 		N/A PC General & Unrestricted 5,000

JEWISH FEDERATION OF THE BERKSHIRES INC

196 S ST
PITTSFIELD,MA01201 		N/A PC General & Unrestricted 5,000

JOHN BARTRAM ASSOCIATION

5400 LINDBERGH BLVD
PHILADELPHIA,PA19143 		N/A PC General & Unrestricted 5,000

JUNIOR TENNIS FOUNDATION INC

2500 WESTCHESTER AVE STE 106
PURCHASE,NY10577 		N/A PC General & Unrestricted 5,000

MAESTRA MUSIC INC

215 W 104TH ST
NYACK,NY10960 		N/A PC General & Unrestricted 1,000

MAHAIWE PERFORMING ARTS CENTER INC

PO BOX 690
GT BARRINGTON,MA01230 		N/A PC General & Unrestricted 5,000

MARET SCHOOL INC

3000 CATHEDRAL AVE NW
WASHINGTON,DC20008 		N/A PC General & Unrestricted 5,000

MARSHALL PROJECT INC

156 W 56TH ST STE 701
NEW YORK,NY10019 		N/A PC General & Unrestricted 40,000

MASS DESIGN GROUP

1 CHANDLER ST FLOOR 1
BOSTON,MA02116 		N/A PC General & Unrestricted 112,500

MASTERY CHARTER SCHOOLS FOUNDATION

5700 WAYNE AVE
PHILADELPHIA,PA19144 		N/A PC General & Unrestricted 1,000

MENTAL HEALTH ASSOCIATION OF COLUMBIA-GREENE COUNT

713 UNION ST
HUDSON,NY12534 		N/A PC Child Advocacy Center and REACH center 5,000

MIAMI DADE COLLEGE FOUNDATION INC New World Schoo

300 NE 2ND AVE
MIAMI,FL33132 		N/A PC Generation Genius Literacy program for Children 5,000

MOUNTAIN STATE SPOTLIGHT INC

170 SUMMERS ST STE 210
CHARLESTON,WV25301 		N/A PC General & Unrestricted 20,000

MY BROTHERS WORKSHOP

PO BOX 503205
ST THOMAS,VI00805 		N/A PC certification attainment fund, professional advancement fund, and participants' emergency needs fund 50,000

NATIONAL PUBLIC RADIO INC

PO BOX 791490
BALTIMORE,MD21279 		N/A PC NPR's international reporting 100,000

NEW YORK COMMON PANTRY

8 E 109TH ST
NEW YORK,NY10029 		N/A PC General & Unrestricted 10,000

NEW YORK SHAKESPEARE FESTIVAL

425 LAFAYETTE ST
NEW YORK,NY10003 		N/A PC Miranda Family Fellows program 25,000

NORTON MUSEUM OF ART INC

1450 S DIXIE HWY
WEST PALM BCH,FL33401 		N/A PC General Support and to support Community Art Projects 35,000

OMEGA INSTITUTE FOR HOLISTIC STUDIES INC

150 LAKE DR
RHINEBECK,NY12572 		N/A PC General & Unrestricted 150,000

OPERA PHILADELPHIA

1420 LOCUST ST STE 210
PHILADELPHIA,PA19102 		N/A PC General & Unrestricted 50,000

OPERATION SMILE INC

3641 FACULTY BLVD
VIRGINIA BEACH,VA23453 		N/A PC General & Unrestricted 10,000

PANCREATIC CANCER ACTION NETWORK INC

2101 ROSECRANS AVE STE 3200
EL SEGUNDO,CA90245 		N/A PC General & Unrestricted 2,500

PEGGY ADAMS ANIMAL RESCUE LEAGUE OF THE PALM BEACH

3200 N MILITARY TRL
WEST PALM BCH,FL33409 		N/A PC General & Unrestricted 5,000

PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS INC

501 FRONT ST
NORFOLK,VA23510 		N/A PC General & Unrestricted 5,000

PHILADELPHIA CITIZEN

2400 MARKET ST OFFSITE STE 269
PHILADELPHIA,PA19103 		N/A PC General & Unrestricted 10,000

PHILADELPHIA ENVIRONMENTAL FILM FESTIVAL

7201 SHERMAN ST
PHILADELPHIA,PA19119 		N/A PC General & Unrestricted 3,000

PHILADELPHIA MUSEUM OF ART

PO BOX 7646
PHILADELPHIA,PA19101 		N/A PC General & Unrestricted 30,000

PHILADELPHIA ORCHESTRA ASSOCIATION

1 S BROAD ST 14TH FL
PHILADELPHIA,PA19107 		N/A PC General & Unrestricted 30,000

PHILIPSTOWN BEHAVIORAL HEALTH HUB INC

5 STONE ST
COLD SPRING,NY10516 		N/A PC General & Unrestricted 1,000

PLANNED PARENTHOOD OF GREATER NEW YORK INC

26 BLEECKER ST
NEW YORK,NY10012 		N/A PC new prenatal ultrasound machine and new recovery room chairs at the Poughkeepsie clinic 30,000

PRO PUBLICA INC

155 AVE OF THE AMERICAS 13TH FL
NEW YORK,NY10013 		N/A PC General & Unrestricted 100,000

PROJECT HOME

1415 FAIRMOUNT AVE 241
PHILADELPHIA,PA19130 		N/A PC Hub of Hope Service Center at Suburban Station 5,000

PROJECT HOME

1415 FAIRMOUNT AVE 241
PHILADELPHIA,PA19130 		N/A PC Hawthorne II supportive housing project's capital campaign 50,000

PUBLIC BROADCASTING SERVICE

1225 S CLARK ST
ARLINGTON,VA22202 		N/A PC General & Unrestricted 1,000

PULITZER CENTER ON CRISIS REPORTING

2000 PENNSYLVANIA AVE NW
WASHINGTON,DC20006 		N/A PC for financial support to news organizations and journalists pursuing important international stories 50,000

RAMAPO FOR CHILDREN INC

PO BOX 266
RHINEBECK,NY12572 		N/A PC General & Unrestricted 1,000

RED HOOK RESPONDS INCORPORATED

PO BOX 624
RED HOOK,NY12571 		N/A PC General & Unrestricted 2,000

REGIONAL FOOD BANK OF N E NY INC

965 ALBANY SHAKER RD
LATHAM,NY12110 		N/A PC General & Unrestricted 3,000

RELEASE RECOVERY FOUNDATION INC

55 W 19TH ST
NEW YORK,NY10011 		N/A PC scholarship fund to provide clinical treatment in several varieties: inpatient rehabilitation treatment, intensive outpatient or occasionally individual therapy, and sober living 60,000

RELIEF INTERNATIONAL INC

1101 14TH ST NW STE 730
WASHINGTON,DC20005 		N/A PC pharmaceutical and related medical equipment and supplies 100,000

RIVERSIDE PARK CONSERVANCY INC

475 RIVERSIDE DR STE 455
NEW YORK,NY10115 		N/A PC Riverside Clay Tennis Association (RCTA) 5,000

RODEPH SHALOM CONGREGATION

615 N BROAD ST
PHILADELPHIA,PA19123 		N/A PC The Congregation Rodeph Shalom Endowment Campaign 15,000

RODEPH SHALOM CONGREGATION

615 N BROAD ST
PHILADELPHIA,PA19123 		N/A PC General & Unrestricted 5,000

ROE JAN FOOD PANTRY INC

PO BOX 475
HILLSDALE,NY12529 		N/A PC General & Unrestricted 5,000

ROPER CENTER FOR PUBLIC OPINION RESEARCH INC

136 HOY RD RHODES HALL 651
ITHACA,NY14853 		N/A PC General & Unrestricted 1,000

SAMUEL S FLEISHER ART MEMORIAL INC

PO BOX 7646
PHILADELPHIA,PA19101 		N/A PC General & Unrestricted 10,000

SAVE THE CHILDREN FEDERATION INC

501 KINGS HWY EAST STE 400
FAIRFIELD,CT06825 		N/A PC Emergency Health Unit 62,500

SAVE THE CHILDREN FEDERATION INC

501 KINGS HWY EAST STE 400
FAIRFIELD,CT06825 		N/A PC Emergency Health Unit 75,000

SCHOLARSHIP AMERICA INC

PO BOX 1119
PHILMONT,NY12565 		N/A PC General & Unrestricted 5,000

SHARE FOOD PROGRAM INC

2901 W HUNTING PARK AVE
PHILADELPHIA,PA19129 		N/A PC General & Unrestricted 25,000

SOI DOG

1321 UPLAND DR STE 3905
HOUSTON,TX77043 		N/A PC General & Unrestricted 2,000

SOLVE MECFS INITIATIVE INC

350 N GLENDALE AVE STE B 368
GLENDALE,CA91206 		N/A PC General & Unrestricted 3,000

ST GEORGES CENTER

PO BOX 10584
RIVIERA BEACH,FL33419 		N/A PC General & Unrestricted 5,000

ST JUDE CHILDRENS RESEARCH HOSPITAL INC

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

SWIMDO

133 E DE LA GUERRA ST PMB 138
SANTA BARBARA,CA93101 		N/A PC General & Unrestricted 5,000

TANZANIAN CHILDRENS FUND INC

2 GARDEN ST
CAMBRIDGE,MA02138 		N/A PC General & Unrestricted 5,000

THE ART EFFECT OF THE HUDSON VALLEY INC

45 PERSHING AVE
POUGHKEEPSIE,NY12601 		N/A PC General & Unrestricted 30,000

THE BERKSHIRE TACONIC COMMUNITY FOUNDATION INC

800 N MAIN ST
SHEFFIELD,MA01257 		N/A PC Fund for Columbia County 25,000

THE LENFEST INST FOR JOURNALISM SPE ASSET FUND OF

100 S INDEPENDENCE MALL WEST ST
PHILADELPHIA,PA19106 		N/A SO I Philadelphia Inquirer's enhanced coverage of issues crucial to Philadelphia 75,000

THE LOYALTY FOUNDATION

469 W 57TH ST APT 3D
NEW YORK,NY10019 		N/A PC General & Unrestricted 15,000

THE RED HOOK DAILY CATCH INC

10 W BARD AVE
RED HOOK,NY12571 		N/A PC General & Unrestricted 10,000

THE UNITED WAY OF CLARK CHAMPAIGN AND MADISON COUN

120 S CENTER ST 2ND FL
SPRINGFIELD,OH45502 		N/A PC Springfield unity fund for Hatian People 10,000

THE UNIVERSITY OF THE VIRGIN ISLANDS

2 JOHN BREWERS BAY
CHARLOTTE AMALIE,VI00802 		N/A PC Center for Student Success: Support for 2024 Summer Bridge planning and program delivery to students transitioning from high school to college during a five-week, in-person college readiness program; Support for Retention Boost, providing academic tutoring to students who are at risk of dropping out 25,000

THE WOMENS PROJECT & PRODUCTIONS

55 WEST END AVE
NEW YORK,NY10023 		N/A PC General & Unrestricted 4,000

THEATRE OF THE EMERGING AMERICAN MOMENT

138 S OXFORD ST STE 4C
BROOKLYN,NY11217 		N/A PC General & Unrestricted 4,000

TIVOLI FIRE CO INC

PO BOX 486
TIVOLI,NY12583 		N/A PC General & Unrestricted 1,000

TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW

622 WEST 113TH ST MC4523
NEW YORK,NY10025 		N/A PC Columbia Journalism School 1,000

TRUSTEES OF THE LAWRENCEVILLE SCHOOL

2500 MAIN ST
LAWRENCEVILLE,NJ08648 		N/A PC General & Unrestricted 1,000

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

3535 MARKET ST SUITE 750
PHILADELPHIA,PA19104 		N/A PC Mobile Mammorgraphy Program at Pennsylvania Hospital 10,000

UPPER HUDSON PLANNED PARENTHOOD INC

855 CENTRAL AVE
ALBANY,NY12206 		N/A PC Family planning services carried out at the clinic in Hudson, N.Y 40,000

UPSTATE FILMS LIMITED

6415 MONTGOMERY ST
RHINEBECK,NY12572 		N/A PC General & Unrestricted 1,000

UTAH FILM CENTER

375 WEST 400 N
SALT LAKE CITY,UT84103 		N/A PC Jean Jacket LLC fund 9,000

VILLAGE HALLOWEEN PARADE INC

60 W 10TH ST APT 4C
NEW YORK,NY10011 		N/A PC Charitable Event 1,000

WAMC

318 CENTRAL AVE
ALBANY,NY12206 		N/A PC General & Unrestricted 5,000

WHYY INC

150 N 6TH ST
PHILADELPHIA,PA19106 		N/A PC local reporting by WHYY news staff 5,000

WIKIMEDIA FOUNDATION INC

PO BOX 98204
WASHINGTON,DC20090 		N/A PC General & Unrestricted 1,000

WILLIAM PENN CHARTER SCHOOL INC

3000 W SCHOOL HOUSE LN
PHILADELPHIA,PA19144 		N/A PC General & Unrestricted 1,000

WILMA THEATER INC

265 S BROAD ST
PHILADELPHIA,PA19107 		N/A PC General & Unrestricted 15,000

WMHT EDUCATIONAL TELECOMMUNICATIONS INC

4 GLOBAL VIEW
TROY,NY12180 		N/A PC General & Unrestricted 1,000

WOODSTOCK ARTISTS ASSOCIATION INC

28 TINKER ST
WOODSTOCK,NY12498 		N/A PC General & Unrestricted 5,000

WOODSTOCK SCHOOL OF ART INC

2470 RTE 212
WOODSTOCK,NY12498 		N/A PC General & Unrestricted 1,000

WORKER JUSTICE CENTER OF NEW YORK INC

1187 CULVER RD
ROCHESTER,NY14609 		N/A PC the Worker Justice Center's activities in the Hudson Valley 30,000

YOUTH AND FAMILY ALLIANCE

3700 S 1ST ST
AUSTIN,TX78704 		N/A PC General & Unrestricted 5,000

YOUTH REPRESENT INC

11 PARK PLACE STE 1512
NEW YORK,NY10007 		N/A PC General & Unrestricted 15,000

Z FOUNDATION GLOBAL

1001 MAIN ST SUITE AB
VANCOUVER,WA98660 		N/A PC Zephaniah Free Education & Women's Empowerment Foundation 1,000
Total .................................right arrow 3a 2,717,601
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 10,622  
4 Dividends and interest from securities ....     14 336,548  
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 ............ 		525990 53 18 1,403,560  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aK-1 Inc/Loss 		    14 12,715  
bNET ANNUITY INCOME     01 49,263  
cCLASS ACTION LAWSUIT PROCEEDS     01 66  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 53 1,812,774  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,812,827
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

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

TY 2024 DepreciationSchedule
Name:
Henry L Kimelman Family Foundation
EIN:
66-6012547
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 GeneralExplanationAttachment
Name:
Henry L Kimelman Family Foundation
EIN:
66-6012547
Identifier Return Reference Explanation
PART I LINE 6A (990-PF) PART I LINE 6A (990-PF) RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $1,403,560 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $53 TOTAL PART I, LINE 6A: $1,403,613 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $3,281,964 BOOK BASIS: $1,934,626 NET GAIN/(LOSS): $1,347,338 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $52,462 SALES OF OTHER ITEMIZED ASSETS GROSS SALES PRICE: $359,164 BOOK BASIS: $355,404 NET GAIN/(LOSS): $3,760

TY 2024 InvestmentsCorpBondsSchedule
Name:
Henry L Kimelman Family Foundation
EIN:
66-6012547
Name of Bond End of Year Book Value End of Year Fair Market Value
AFLAC INC - 1.125% - 02/15/202 15,020 14,384
AIG INC - 2.500% - 06/30/2025 17,138 15,806
AMERICAN EXPRESS CO - 2.550% - 3,762 3,830
AMERICAN INTL GROUP INC - 3.90 13,323 11,852
ANHEUSER BUSCH - 4.000% - 04/1 49,789 49,082
AT&T INC - 2.300% - 06/01/2027 62,287 56,621
AVALONBAY COMMUNITIES - 3.500% 50,477 49,493
BALL CORP - 2.875% - 08/15/203 4,869 4,269
BANK AMER CORP - 3.500% - 04/1 38,940 39,400
BANK OF AMERICA VAR 27 - 0.000 21,886 20,975
BANK OF MONTREAL SER F - 1.850 15,494 14,860
BOYD GAMING - 4.750% - 12/01/2 16,941 16,435
CANADIAN PAC RY CO NT - 2.450% 47,888 40,087
CASH MONEY MARKET FUND NOTE CA 42,163 33,599
CITIGROUP INC - 3.400% - 05/01 57,023 56,995
COMCAST CORP NOTE - 3.950% - 1 27,959 27,855
CROWN AMERS LLC SER B - 4.750% 18,873 17,781
D R HORTON INC - 1.400% - 10/1 49,569 45,667
DEERE JOHN CAPITAL CORP MTN - 44,222 44,113
DIAMONDBACK ENERGY INC - 3.125 41,633 42,425
DIGITAL RLTY TR INC - 3.700% - 34,700 29,158
DISCOVERY COMMUNICATIONS LLC - 77,682 66,711
DUKE ENERGY CAROLINAS - 2.950% 14,901 14,562
DUKE ENERGY OHIO - 3.650% - 02 13,182 12,414
ENABLE MIDSTREAM PARTNERS LP N 32,877 32,680
EOG RES - 4.150% - 01/15/2026 76,889 74,624
EQUINIX INC NOTE - 3.900% - 04 26,360 28,570
ERP OPER LTD - 3.250% - 08/01/ 89,499 85,685
FEDERATED CAPITAL APPRECIATION 20,563 17,062
FORD MOTOR COMPANY - 4.346% - 70,382 66,937
FREEPORT MCMORAN - 4.125% - 03 15,198 15,565
FREEPORT-MCMORAN COPPER &GOLD 19,394 19,386
GLP CAP LP/GLP FING II INC NOT 5,698 5,000
GOLDMAN SACHS GROUP - 3.500% - 22,486 21,509
GOLDMAN SACHS GROUP INC NOTE - 32,890 34,483
GOODYEAR TIRE & RUBR CO - 5.25 2,026 1,784
HILLENBRAND INC NOTE - 5.000% 5,820 5,942
HOME DEPOT INC - 2.950% - 06/1 52,264 46,370
HUNTSMAN INTL LLC - 4.500% - 0 9,956 9,535
JP MORGAN CHASE - 3.125% - 01/ 48,209 49,945
JPMORGAN CHASE &CO NOTE - 2.95 22,613 21,433
KEURIG DR PEPPER INC - 2.550% 7,117 6,763
KIMCO RLTY CORP NOTE CALL - 2. 11,042 11,607
KRAFT HEINZ - 4.375% - 06/01/2 18,199 17,815
LIMITED BRANDS INC - 6.950% - 4,837 5,048
MARRIOTT - 5.000% - 10/15/2027 49,564 50,404
MORGAN STANLEY - 3.625% - 01/2 24,411 24,548
MORGAN STANLEY - 5.320% - 07/1 38,330 37,391
MURPHY OIL CP HLDG - 5.625% - 15,568 14,885
OMNICOM GROUP INC - 2.450% - 0 8,969 7,901
ONEOK INC NEW NOTE - 3.250% - 31,898 27,205
PACKAGING CORP AMER - 3.000% - 35,237 31,913
PETROLEOS MEXICANOS - 0.000% - 6,800 6,755
PIONEER NAT RES CO NOTE - 1.12 59,134 56,955
QORVO INC - 4.350% - 10/15/202 38,379 32,824
REPUBLIC SVCS INC - 2.300% - 0 50,258 43,915
ROYAL CARIBBEAN CRUISES - 7.50 31,982 31,467
SABRA HLTH CARE LP/SABRA CAP C 21,026 18,688
SEAGATE HDD CAYMAN - 0.000% - 5,087 5,000
SERVICE CORP INTL - 5.125% - 0 4,924 4,838
SOUTHWEST AIRLINES CO - 3.000% 42,721 43,478
SOUTHWESTERN ELEC PWR CO SER N 5,040 4,811
SYSCO - 2.400% - 02/15/2030 71,740 62,624
TENET HEALTHCARE CORP SER B NO 2,020 1,996
UBER TECHNOLOGIES INC - 4.300% 16,978 16,446
UNDER ARMOUR INC - 3.250% - 06 65,133 61,779
UNITED RENTALS - 5.250% - 01/1 18,862 16,517
VICI PROPERTIES LP NOTE - 4.75 5,995 5,950
VITAL ENERGY INC - 9.750% - 10 16,972 16,869
WASTE CONNECTIONS INC - 2.600% 50,444 44,719
WASTE MGMT INC - 2.000% - 06/0 74,883 66,627
WELLS FARGO & CO - 3.000% - 10 46,303 45,570

TY 2024 InvestmentsCorpStockSchedule
Name:
Henry L Kimelman Family Foundation
EIN:
66-6012547
Name of Stock End of Year Book Value End of Year Fair Market Value
3I GROUP PLC ADR 4,405 11,910
ACCENTURE PLC 10,228 12,313
ADOBE SYSTEMS, INC 7,593 7,115
AES CORP 40,116 30,772
AIB GROUP ADR 8,367 8,579
ALIGN TECHNOLOGY, INC 14,016 11,051
ALPHABET INC CL A 64,098 120,773
AMAZON COM 18,327 64,501
AMER INTERNATIONAL GROUP INC 10,758 24,606
AMERICAN TOWER REIT INC 29,926 27,512
ANALOG DEVICES INC 14,069 36,543
ANSYS INC 7,610 24,625
APPLE INC 9,154 20,534
APPLIED MATERIALS INC 21,936 25,370
ASE TECHNOLOGY HOLDINGS CO LTD 6,839 9,607
ASML HOLDING NV NY REG SHS 10,858 10,396
BAE SYSTEMS PLC 5,558 13,147
BANK OF AMERICA CORP 17,545 29,666
BARON EMERGING MARKETS FUND 169,337 180,496
BARRICK GOLD CORPORATION 28,220 18,740
BCE INC 2,937 1,252
BECTON DICKINSON & CO 5,237 4,991
BERKSHIRE HATHAWAY INC. CLASS 27,439 79,777
BHP BILLITON LIMITED 5,281 3,955
BNP PARIBAS SPONS ADR 9,626 8,504
BOEING CO 36,544 36,639
BRISTOL-MYERS SQUIBB CO 30,302 29,411
BRITISH AMERICAN TOBACCO PLC 13,945 13,220
C H ROBINSON WORLDWIDE INC 12,045 12,915
CATERPILLAR INC 19,994 28,295
CENTENE CORP 27,136 27,140
CHARLES RIV LABORATORIES INTL 11,928 6,461
CHEVRON CORP 55,204 71,696
CIGNA CORPORATION 15,436 22,920
CINTAS CRP 19,541 18,270
CISCO SYSTEMS INC 14,503 20,483
CITIGROUP INC 67,965 97,138
CLOROX CO 105,806 160,786
COCA COLA EUROPEAN PARTNERS PL 10,448 12,443
COCA COLA FEMSA SA 9,577 12,462
COMPAGNIE DE SAINT G 5,282 8,906
CORNING INC 23,383 30,698
COSTAR GROUP, INC 11,482 36,582
CSX CORP 23,773 26,429
CVS CAREMARK CORP 29,048 21,592
DANAHER CORP 14,397 26,857
DEUTSCHE POST AG - OLD 5,254 4,781
DEUTSCHE TELE AG ADS 9,168 14,776
DIAGEO PLC ADS 16,147 14,620
DNB BANK ASA 9,633 9,214
DOLLAR GENERAL CORP 47,337 45,719
ELI LILLY & CO 10,441 10,808
ENEL SOCIETA PER AZI 15,838 16,164
EPAM SYSTEMS INC 29,668 34,839
EQUABLE SHARES HEDGED EQUITY F 146,195 154,511
FAIR ISSAC & CO INC 18,132 27,873
FAIRFAX FINL HLDGS LTD 8,155 43,083
FASTENAL COMPANY 11,579 38,616
FEDEX CORPORATION 20,422 32,916
FINANCIAL SELECT SECTOR SPDR F 91,497 217,485
FIRST ENERGY CORP 21,742 24,226
FIVE BELOW INC 12,055 13,435
FLOOR AND DECOR HOLDINGS 15,500 16,949
FREEPORT-MCMORAN COPPER & GOLD 20,438 26,504
GEN DYNAMICS CP 8,497 14,755
GENERAL MOTORS 31,119 60,728
GLENCORE XSTRATA PLC ADR 338 253
GLOBANT SA 7,800 38,596
GOLDMAN SACHS TREASURYACCESS 0 96,503 96,323
GRAND CANYON EDUCATION, INC 16,499 25,225
GROUPE DANONE ADS 35,634 37,170
GUIDEWIRE SOFTWARE INC 9,287 17,195
HAIER SMART HOME ADR 8,308 6,972
HEICO CORP 10,438 54,442
HOME DEPOT INC 7,851 10,114
IBERDROLA ADR 14,659 15,329
IDEXX CORP 11,374 19,845
INVESCO QQQ TRUST 352,189 1,704,442
ISHARES MSCI EMERGING MARKETS 412,523 447,204
ISHARES TR DJ SEL DIVIDEND INX 223,321 376,934
ISHARES TRUST MSCI EAFE INDEX 529,579 675,046
JOHNSON & JOHNSON 154,754 208,542
JP MORGAN CHASE 28,303 85,576
JULIUS BAER GROUP LTD 8,436 8,988
KINSALE CAPITAL GROUP INC 10,740 13,954
KOMATSU LTD 11,144 11,092
LENNAR CORP 14,649 27,001
LIBERTY GLOBAL PLC - SERIES C 28,036 45,806
LIBERTY LATIN AMERICA (FORMERL 4,830 1,103
LOWES COMPANIES INC 18,289 29,122
MAGNA INTERNATIONAL INC 59,942 54,828
MARATHON PETROLEUM CORP 10,057 21,204
MEDPACE HOLDINGS, INC 16,029 23,588
MEDTRONIC PLC 18,306 15,177
MERCEDES-BENZ GROUP 10,715 7,712
METLIFE INC 12,644 25,219
MICHELIN CIE GEN UNSP/ADR 6,778 7,310
MICROSOFT CORP 57,601 437,517
MORGAN STANLEY 12,627 26,778
MOTOROLA SOLUTIONS INC 10,241 17,103
MS&AD INS GROUP ADR 11,190 16,894
MUENCHENER RUECKVERS 9,848 15,130
NESTLE S.A 11,437 10,213
NETFLIX INC 9,884 23,174
NIKE INC-CL B 13,994 9,988
NIPPON TELEGRAPH & TELEPHONE C 12,949 11,660
NN GROUP N.V. 7,996 8,277
NOVARTIS AG ADR 15,404 18,392
NOVO NORDISK A S 7,070 17,032
NVIDIA CORP 5,850 117,369
ORACLE CORP 7,368 22,330
PAYCOM SOFTWARE 16,412 24,391
PAYLOCITY CORP 9,649 10,372
PEPSICO INC 5,646 5,930
PERNOD RICARD S A SPONSORED AD 2,760 2,585
PETROLEO BRASILEIRO 13,845 10,327
PFIZER INC 141,764 115,883
PG & E CORP 17,914 32,752
PHILIP MORRIS INTL 16,690 24,431
PIMCO ALL ASSET CLASS A 100,000 87,286
POWER CORPORATION OF CANADA 49,156 68,453
PRIVIA HEALTH GROUP INC 15,530 12,317
PROCTER GAMBLE CO 6,819 8,550
QUALCOMM INC 16,021 18,127
RAYTHEON TECHNOLOGIES CORP 37,446 60,753
RIO TINTO PLC SPONSORED ADR 14,065 11,233
RITCHIE BROS AUCTIONEERS 9,835 29,048
ROCHE HOLDING LTD ADR 27,466 23,753
ROLLINS INC 8,946 27,671
S&P GLOBAL INC COM 9,255 36,356
SALESFORCE.COM 11,487 45,803
SANOFI-AVENTIS SPONSORED ADR 5,340 5,257
SERVICE NOW 13,307 49,826
SHELL ADR EACH REPRESENTING 2 9,093 10,087
SIEMENS AG 11,397 16,919
SMURFIT 17,118 20,305
SOFTBANK ADR 15,032 15,599
SONIC HEALTHCARE LTD SHS 3,295 2,535
SOUTHWEST AIRLINES 26,659 21,786
SPDR BARCLAYS CAPITAL 1-3 MONT 238,382 237,992
SPDR DOW JONES INDUSTRIAL AVER 164,470 388,056
SPDR GOLD SHARES 383,172 811,136
SPDR S&P 500 ETF TRUST 466,554 1,337,436
STARBUCKS CORP COM 22,389 28,744
SVENSKA HANDELSBK UNS ADR 6,479 6,168
TECHNIPFMC PLC 7,061 25,294
TEMPLETON GLOBAL BOND FUND - C 183,562 93,863
TERADATA CORPORATION 16,427 14,080
TESCO PLC S ADR 11,859 13,712
TESLA MOTORS INC 18,366 44,019
THE COCA-COLA CO 2,638 3,424
THE ENSIGN GROUP, INC 11,464 17,006
THE TRADE DESK INC 14,715 20,333
THOR INDS INC 27,402 33,881
TOKIO MARINE HOLDINGS INC 8,187 16,173
TOTALENERGIES SE 7,740 6,704
TOYOTA MTR CORP 7,398 9,536
TWODY 11,038 7,888
TYLER TECHNOLOGIES, INC 17,909 44,978
UNILEVER PLC AMER 24,869 26,366
UNITED OVRSEAS BK LTD ADR 12,542 19,256
UNITEDHEALTH GROUP INC 9,036 29,846
UPM KYMMENE CORP 6,626 6,410
VEEVA SYSTEMS INC 13,409 32,799
VEOLIA ENVIRONN ADS 5,232 5,030
VERISK ANALYTICS, INC 8,257 25,064
VERIZON COMMUNICATIONS 238,402 219,625
VIATRIS ORD SHS 13,546 14,056
VISA INC 18,497 39,189
VODAFONE GROUP PLC 77,264 46,381
VOLVO AS-A ADR 6,451 6,955
WAL-MART STORES INC 5,742 12,107
WALT DISNEY HOLDINGS CO 33,652 33,850
WELLS FARGO & CO 8,712 22,055
WEST PHARMA SVCS INC 11,391 34,066
WILLIAMS COS 10,014 25,058
WORKIVA INC 14,499 19,929
ZURICH INS GROU ADR 8,160 17,042

TY 2024 InvestmentsGovtObligationsSch
Name:
Henry L Kimelman Family Foundation
EIN:
66-6012547
US Government Securities - End of Year Book Value:

416,930
US Government Securities - End of Year Fair Market Value:

405,549
State & Local Government Securities - End of Year Book Value:


101,424
State & Local Government Securities - End of Year Fair Market Value:


100,314


TY 2024 InvestmentsOtherSchedule2
Name:
Henry L Kimelman Family Foundation
EIN:
66-6012547
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ADVANTAGE ADVISERS XANTHUS FUN   587,349 1,073,962
BRIGHTHOUSE LIFE INSURANCE - A   176,528 170,116
IRONWOOD MULTI-STRATEGY FUND   238,000 515,334
KL SPECIAL OPPORTUNITIES FUND,   635,000 1,039,661
TECUMSEH MILL ASSOCIATES   25,793 21,000

TY 2024 OtherExpensesSchedule
Name:
Henry L Kimelman Family Foundation
EIN:
66-6012547
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 59,654     59,654
Bank Charges 1,368 1,368    
K-1 Exp ADVANTAGE ADVISERS XAN 9,668 9,667    
K-1 Exp TECUMSEH MILL ASSOCIAT 7,451 7,451    
POSTAGE/DELIVERY FEES 70 70    


TY 2024 OtherIncomeSchedule2
Name:
Henry L Kimelman Family Foundation
EIN:
66-6012547
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 Inc/Loss ADVANTAGE ADVISERS XANTHUS FUND, LLC -3,024 -3,024  
K-1 Inc/Loss TECUMSEH MILL ASSOCIATES 15,739 15,739  
net Annuity Income 49,263 49,263  
Class Action Lawsuit Proceeds 66 66  


TY 2024 OtherProfessionalFeesSchedule
Name:
Henry L Kimelman Family Foundation
EIN:
66-6012547
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 92,687 92,687    
Philanthropic Consulting Srvcs 46,666     46,666


TY 2024 TaxesSchedule
Name:
Henry L Kimelman Family Foundation
EIN:
66-6012547
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2024 22,000      
990-PF Extension for 2023 6,500      
Foreign Tax Paid 5,763 5,763    
STATE TAX WITHHELD BY PTSHP 411 411