Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE EVANS FAMILY FOUNDATION
DBA LENOX STREET FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)31 ST JAMES AVE 740
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02116
A Employer identification number

04-3523698
B Telephone number (see instructions)

(617) 933-3620
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,949,062J 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... 40,167 40,167  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 183,909
b Gross sales price for all assets on line 6a 885,831
7 Capital gain net income (from Part IV, line 2)... 183,909
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 224,076 224,076  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
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
14,908 14,908   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
897 35   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 15,805 14,943   0
25 Contributions, gifts, grants paid....... 688,957 688,957
26 Total expenses and disbursements. Add lines 24 and 25 704,762 14,943   688,957
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -480,686
b Net investment income (if negative, enter -0-) 209,133
c Adjusted net income (if negative, enter -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............. 159,291 290,596 290,596
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
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)      
b Investments—corporate stock (attach schedule)....... 1,767,508 Click to see attachment
List of Attached Documents:
// Content
1,155,517 		1,658,466
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)..........      
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) 1,926,799 1,446,113 1,949,062
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,926,799 1,446,113
29 Total net assets or fund balances (see instructions)..... 1,926,799 1,446,113
30 Total liabilities and net assets/fund balances (see instructions). 1,926,799 1,446,113
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
1,926,799
2
Enter amount from Part I, line 27a .....................
2
-480,686
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,446,113
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
1,446,113
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 SHIN ETSU CHEMICAL 4063 JPY PAR ORDINARY P 2023-06-07 2024-01-10
b AIA GROUP LTD 1 USO PAR ORDINARY P 2021-04-19 2024-01-10
c AIA GROUP LTD 1 USO PAR ORDINARY P 2022-03-08 2024-01-10
d L.V.M.H. EUR 0.3 .3EUR PAR ORDINARY P 2021-04-16 2024-01-17
e SHELL PLC .07 EUR PAR ORDINARY P 2021-04-29 2024-01-17
IBERDROLA SA RIGHTS 2024 PARENT ML# 8HDG2 P 2024-01-09 2024-01-18
FREEPORT-MCMORAN INC P 2021-04-16 2024-01-23
HOME DEPOT INC P 2021-04-16 2024-01-23
JOHNSON AND JOHNSON COM P 2021-04-16 2024-01-23
CONOCOPHILLIPS P 2021-05-12 2024-01-23
COSTCO WHOLESALE CRP DEL P 2021-04-16 2024-01-23
DEERE CO P 2022-08-05 2024-01-23
DEERE CO P 2021-04-16 2024-01-23
DUPONT DE NEMOURS INC P 2021-04-16 2024-01-23
EQUINIX INC P 2021-04-16 2024-01-23
HONEYWELL INTL INC DEL P 2021-04-16 2024-01-23
JPMORGAN CHASE & CO P 2021-04-16 2024-01-23
ALPHABET INC SHS CL A P 2021-04-16 2024-01-23
HERSHEY COMPANY P 2023-05-30 2024-01-23
ELECTRONIC ARTS INC DEL P 2021-04-16 2024-01-23
GENERAL MOTORS CO COMMON SHARES P 2021-04-16 2024-01-23
CISCO SYSTEMS INC COM P 2021-04-16 2024-01-23
CHEVRON CORP P 2021-04-16 2024-01-23
EATON CORP PLC P 2021-04-16 2024-01-23
ABBOTT LABS P 2021-04-16 2024-01-23
ABBOTT LABS P 2016-06-20 2024-01-23
ADOBE INC SHS P 2021-04-16 2024-01-23
CHENIERE ENERGY P 2023-12-12 2024-01-23
FREEPORT-MCMORAN INC P 2021-07-14 2024-01-23
NORTHROP GRUMMAN CORP P 2023-03-02 2024-01-23
EXXON MOBIL CORP COM P 2023-12-12 2024-01-23
MGM RESORTS INTERNATIONL SHS P 2021-05-12 2024-01-23
AMERICAN WTR WKS CO INC NEW P 2021-04-16 2024-01-23
APPLE INC P 2014-07-17 2024-01-23
BERKSHIRE HATHAWAYINC DEL CL B NEW P 2021-04-16 2024-01-23
BLACKROCK INC P 2021-04-16 2024-01-23
BOSTON SCIENTIFIC CORP P 2021-04-16 2024-01-23
BOSTON SCIENTIFIC CORP P 2015-02-05 2024-01-23
BRISTOL-MYERS SQUIBB CO P 2022-09-22 2024-01-23
CISCO SYSTEMS INC COM P 2014-07-17 2024-01-23
L3HARRIS TECHNOLOGIES INC P 2021-04-16 2024-01-23
AMAZON COM INC COM P 2016-06-20 2024-01-23
MARVELL TECH INC P 2021-04-16 2024-01-23
SEMPRA P 2022-09-22 2024-01-23
ALPHABET INC SHS CL A P 2011-06-02 2024-01-23
TARGET CORP COM P 2021-04-16 2024-01-23
THERMO FISHER SCIENTIFIC INC P 2021-05-12 2024-01-23
UNION PACIFIC CORP P 2016-01-04 2024-01-23
UNITEDHEALTH GROUP INC P 2016-06-20 2024-01-23
VALERO ENERGY CORP NEW P 2021-05-12 2024-01-23
SALESFORCE INC P 2021-04-16 2024-01-23
VISA INC CLASHRS P 2021-04-16 2024-01-23
WALMARTINC P 2021-04-16 2024-01-23
SEMPRA P 2022-08-05 2024-01-23
MORGAN STANLEY P 2021-04-16 2024-01-23
COCA COLA COM P 2021-04-16 2024-01-23
PROCTER & GAMBLE CO P 2023-12-12 2024-01-23
AT&T INC P 2023-03-27 2024-01-23
WALMARTINC P 2022-08-05 2024-01-23
LVMH MOET HENNESSY ADR P 2021-05-12 2024-01-23
SPDR S P BIOTECH P 2021-04-16 2024-01-23
PROLOGIS INC P 2021-04-16 2024-01-23
MERCK ANO CO INC SHS P 2022-02-09 2024-01-23
MERCK ANO CO INC SHS P 2021-05-12 2024-01-23
HILTON WORLDWIDE HOLDINGS INC REG P 2021-07-14 2024-01-23
MICROSOFT CORP P 2016-06-17 2024-01-23
MONDELEZ INTERNATIONAL INC P 2021-04-16 2024-01-23
NEXTERA ENERGY INC SHS P 2022-08-05 2024-01-23
MERCK ANO CO INC SHS P 2021-04-16 2024-01-23
CHENIERE ENERGY P 2022-09-22 2024-01-23
BROADCOM INC P 2021-04-16 2024-01-23
NEXTERA ENERGY INC SHS P 2014-07-17 2024-01-23
PAYPAL HOLDINGS INC SHS P 2021-04-16 2024-01-23
PAYPAL HOLDINGS INC SHS P 2022-02-09 2024-01-23
NIKE INC CL B P 2022-10-04 2024-01-23
PNC FINCL SERVICES GROUP P 2022-02-09 2024-01-23
NVIDIA P 2021-04-16 2024-01-23
NIKE INC CL B P 2014-07-17 2024-01-23
NIKE INC CL B P 2021-04-16 2024-01-23
QUANTA SERVICES INC P 2022-09-22 2024-01-23
PROCTER & GAMBLE CO P 2023-07-05 2024-01-23
PALO ALTO NETWORKS INC COM P 2021-04-16 2024-01-23
RTX CORP CORP P 2023-03-02 2024-01-23
DISNEY (WALT) CO COM STK P 2016-10-24 2024-01-23
RTX CORP CORP P 2023-12-12 2024-01-23
SCHLUMBERGER LTD P 2023-03-02 2024-01-23
DISNEY (WALT) CO COM STK P 2021-04-16 2024-01-23
DISNEY (WALT) CO COM STK P 2021-12-23 2024-01-23
DISNEY (WALT) CO COM STK P 2023-07-05 2024-01-23
SYSCO CORPORATION P 2022-09-22 2024-01-23
SYSCO CORPORATION P 2023-03-02 2024-01-23
SYSCO CORPORATION P 2023-05-30 2024-01-23
BLACKSTONE INC P 2023-09-13 2024-01-23
BLACKSTONE INC P 2023-09-13 2024-01-23
AIR PRODUCTS&CHEM P 2022-08-05 2024-01-23
BECTON DICKINSON CO P 2023-12-12 2024-01-23
HERSHEY COMPANY P 2023-03-02 2024-01-23
HESS CORP P 2023-12-12 2024-01-23
WASTE MANAGEMENT INC NEW P 2023-12-12 2024-01-23
WASTE MANAGEMENT INC NEW P 2023-03-02 2024-01-23
WASTE MANAGEMENT INC NEW P 2022-09-22 2024-01-23
ASML HLDG NV NY REG SHS P 2021-04-16 2024-01-23
KKR & CO INC CLA P 2023-09-13 2024-01-23
KKR & CO INC CLA P 2023-09-13 2024-01-23
KKR & CO INC CLA P 2021-07-14 2024-01-23
RTX CORP CORP P 2022-08-05 2024-01-23
META PLATFORMS INC CLASS A COMMON STOCK P 2023-12-12 2024-01-23
AIA GROUP LTD 1 USO PAR ORDINARY P 2022-03-08 2024-02-02
AIA GROUP LTD 1 USO PAR ORDINARY P 2022-03-08 2024-02-05
AIA GROUP LTD 1 USO PAR ORDINARY P 2022-03-08 2024-02-06
TOTALENERGIES SE P 2023-09-28 2024-02-07
SHELL PLC .07 EUR PAR ORDINARY P 2021-05-13 2024-02-07
TOTALENERGIES SE P 2023-09-27 2024-02-07
SHELL PLC .07 EUR PAR ORDINARY P 2021-04-29 2024-02-07
TOTALENERGIES SE P 2023-09-28 2024-02-07
SHELL PLC .07 EUR PAR ORDINARY P 2021-05-13 2024-02-08
ASTRAZENECA PLC SPND ADR P 2021-04-16 2024-02-22
ASTRAZENECA PLC SPND ADR P 2023-03-24 2024-02-22
SANOFI 2.EUR PAR ORDINARY P 2022-06-29 2024-02-23
RWE AG EUR PAR ORDINARY P 2022-09-27 2024-02-23
ASTRAZENECA PLC SPND ADR P 2021-04-16 2024-02-23
MERCK KGAA FN EUR PAR ORDINARY P 2021-04-16 2024-02-23
GLENCORE PLC ST. HEUER ORDINRY SHS P 2021-04-16 2024-02-23
SANOFI 2.EUR PAR ORDINARY P 2023-04-19 2024-02-23
NOVO NORDISK A/S BR AND/ .1 DKK PAR ORDINARY P 2023-10-17 2024-02-23
SANOFI 2.EUR PAR ORDINARY P 2022-05-05 2024-02-23
SANOFI 2.EUR PAR ORDINARY P 2022-06-02 2024-02-23
RWE AG EUR PAR ORDINARY P 2022-09-27 2024-02-26
MERCK KGAA FN EUR PAR ORDINARY P 2021-04-16 2024-02-26
MERCK KGAA FN EUR PAR ORDINARY P 2023-09-22 2024-02-27
MERCK KGAA FN EUR PAR ORDINARY P 2021-04-16 2024-02-27
RWE AG EUR PAR ORDINARY P 2022-09-27 2024-02-27
MERCK KGAA FN EUR PAR ORDINARY P 2023-11-16 2024-02-28
MERCK KGAA FN EUR PAR ORDINARY P 2022-11-03 2024-02-29
MERCK KGAA FN EUR PAR ORDINARY P 2022-11-02 2024-02-29
TAIWAN S MANUFCTRING ADR P 2021-04-16 2024-03-04
NESTLE SA CHAM UNO VEVE P 2021-04-16 2024-03-05
NICE LTOADR P 2023-06-13 2024-03-05
DAIKIN INDUSTRIES 6367 50.JPY PAR ORDINARY P 2021-04-19 2024-03-05
DASSAULT SYSTEMES SA EUR PAR ORDINARY P 2021-04-16 2024-03-05
DASSAULT SYSTEMES SA EUR PAR ORDINARY P 2021-04-16 2024-03-05
NESTLE SA CHAM UNO VEVE P 2021-04-16 2024-03-05
NICE LTOADR P 2023-06-14 2024-03-06
DASSAULT SYSTEMES SA EUR PAR ORDINARY P 2021-04-16 2024-03-06
NICE LTOADR P 2023-06-13 2024-03-06
NICE LTOADR P 2023-06-14 2024-03-07
DASSAULT SYSTEMES SA EUR PAR ORDINARY P 2021-04-16 2024-03-07
NICE LTOADR P 2023-06-12 2024-03-08
ASML HLDG NV NY REG SHS P 2023-12-12 2024-03-12
TOKYO ELECTRON 8035 FN JPY PAR ORDINARY P 2023-12-13 2024-03-13
PDD HOLDINGS INC CLAADR P 2023-12-19 2024-04-02
BROADCOM INC P 2021-04-16 2024-04-02
BROADCOM INC P 2023-12-12 2024-04-02
TENCENT HOLDINGS LTD SHS HKD PAR ORDINARY P 2021-04-19 2024-04-03
TENCENT HOLDINGS LTD SHS HKD PAR ORDINARY P 2023-05-11 2024-04-03
BYD COMPANY LTD 1.HKD PAR ORDINARY NEW ISIN P 2023-10-12 2024-04-03
TENCENT HOLDINGS LTD SHS HKD PAR ORDINARY P 2022-03-08 2024-04-03
BYD COMPANY LTD 1.HKD PAR ORDINARY NEW ISIN P 2023-10-13 2024-04-03
TORONTO DOMINION BANK P 2021-04-16 2024-04-24
TORONTO DOMINION BANK P 2021-04-16 2024-04-24
TORONTO DOMINION BANK P 2021-04-16 2024-04-25
TORONTO DOMINION BANK P 2021-04-16 2024-04-25
NESTLE SA CHAM UNO VEVE P 2021-04-16 2024-05-10
SYMRISE AG, HOLZMINDEN EUR PAR ORDINARY P 2024-04-03 2024-05-16
SYMRISE AG, HOLZMINDEN EUR PAR ORDINARY P 2024-04-02 2024-05-16
SYMRISE AG, HOLZMINDEN EUR PAR ORDINARY P 2024-04-02 2024-05-17
ISHARES INC CORE MSCI EMERGING MKTS ETF P 2021-04-16 2024-06-07
ISHARES TR CORE MSCI EAF ETF P 2021-04-16 2024-06-07
!SHARES CORE S&P MID-CAP ETF P 2021-04-16 2024-06-07
AIRBUS SE EUR PAR ORDINARY P 2023-03-01 2024-06-12
AIRBUS SE EUR PAR ORDINARY P 2023-06-13 2024-06-12
SIEMENS AG GERM EUR PAR ORDINARY P 2021-04-16 2024-06-12
RECRUIT HOLDINGS CO.LTD. SHS 6098 JPY PAR ORDINARY P 2023-09-28 2024-06-12
SARTORIUS AG PFD SHS 50.DEM PAR PART PFD P 2024-02-27 2024-07-03
SARTORIUS AG PFD SHS 50.DEM PAR PART PFD P 2024-02-29 2024-07-03
SARTORIUS AG PFD SHS 50.DEM PAR PART PFD P 2024-02-28 2024-07-03
SARTORIUS AG PFD SHS 50.DEM PAR PART PFD P 2024-02-23 2024-07-03
SARTORIUS AG PFD SHS 50.DEM PAR PART PFD P 2024-02-26 2024-07-03
TAIWAN S MANUFCTRING ADR P 2021-04-16 2024-07-09
ISHARES MSCI INDIA INDEX FUND P 2023-12-18 2024-07-10
ICICI BANK LTD SPDADR P 2021-04-16 2024-07-10
TAIWAN S MANUFCTRING ADR P 2021-04-16 2024-07-10
ASTRAZENECA PLC SPND ADR P 2024-07-02 2024-07-10
TOTALENERGIES SE P 2021-04-16 2024-07-10
WAL-MART DE MEXICO SAB D MXN PAR ORDINARY P 2023-02-28 2024-07-10
ISHARES CHINA LARGECAP P 2021-11-26 2024-07-10
HSBC HOLDINGS PLC .5USD PAR ORDINARY P 2023-08-30 2024-07-11
COMPASS GROUP ORD GBP0 GBP PAR ORDINARY P 2024-03-12 2024-07-11
TOYOTA MOTOR CORP 7203 JPY PAR ORDINARY P 2024-03-05 2024-07-11
NOVO NORDISK A/S BR AND/ .1 DKK PAR ORDINARY P 2023-11-16 2024-07-11
RECRUIT HOLDINGS CO.LTD. SHS 6098 JPY PAR ORDINARY P 2023-09-28 2024-07-11
DEUTSCHE TELEKOM AG-REG EUR PAR ORDINARY P 2021-04-16 2024-07-11
IBERDROLA SA, BILBAO .75 EUR PAR ORDINARY P 2022-05-12 2024-07-11
BAE SYSTEMS PLC GBP PAR ORDINARY P 2022-06-17 2024-07-11
IBERDROLA SA RIGHTS 2024 PARENT ML# 8HDG2 P 2024-07-04 2024-07-11
BARCLAYS ORD GBP 0.25 .25GBP PAR ORDINARY P 2024-04-25 2024-07-11
UNIVERSAL MUSIC GROUP 10 EUR PAR ORDINARY P 2021-09-23 2024-07-11
31 GROUP GBP PAR ORDINARY P 2024-03-06 2024-07-11
ALCON SA ACT NOM .04 CHF PAR ORDINARY P 2024-02-23 2024-07-11
SUMITOMO MITSUI FIN 8316 50000.JPY PAR ORDINARY P 2023-10-12 2024-07-11
SANOFI 2.EUR PAR ORDINARY P 2022-06-02 2024-07-11
SONY GROUP 6758 JPY PAR ORDINARY P 2021-04-19 2024-07-11
KEYENCE CORP 6861 FN JPY PAR ORDINARY P 2021-04-19 2024-07-11
BNP PARIBAS 2.EUR PAR ORDINARY P 2023-03-09 2024-07-11
SCHNEIDER ELECTRIC SE 8.EUR PAR ORDINARY P 2024-03-05 2024-07-11
PT BANK CENT ASIA TBK 62.5 IDR PAR ORDINARY P 2023-01-27 2024-07-11
RIO TINTO PLC GBP PAR ORDINARY P 2021-04-16 2024-07-11
SHELL PLC .07 EUR PAR ORDINARY P 2021-05-13 2024-07-11
UNICREDIT SPA EUR PAR ORDINARY P 2023-02-03 2024-07-11
SWEDBANK AB 20.SEK PAR ORDINARY P 2021-12-24 2024-07-11
AIRBUS SE EUR PAR ORDINARY P 2023-03-01 2024-07-11
HEINEKEN NV 1.6EUR PAR ORDINARY P 2021-12-16 2024-07-11
DAIICHI SANKYO CO LTD 4568 JPY PAR ORDINARY P 2024-02-26 2024-07-11
SMC CORP 6273 JPY PAR ORDINARY P 2024-03-05 2024-07-11
MACQUARIE GROUP LTD AUD PAR ORDINARY P 2021-04-19 2024-07-11
RIO TINTO PLC GBP PAR ORDINARY P 2021-04-16 2024-07-12
RIO TINTO PLC GBP PAR ORDINARY P 2024-02-23 2024-07-12
TAIWAN S MANUFCTRING ADR P 2021-04-16 2024-07-16
UNIVERSAL MUSIC GROUP 10 EUR PAR ORDINARY P 2023-08-09 2024-07-30
UNIVERSAL MUSIC GROUP 10 EUR PAR ORDINARY P 2023-08-08 2024-07-30
UNIVERSAL MUSIC GROUP 10 EUR PAR ORDINARY P 2021-09-23 2024-07-30
CANADIAN PAC KANS CITY LTD P 2024-01-10 2024-08-01
CANADIAN PAC KANS CITY LTD P 2024-01-09 2024-08-01
SWEDBANK AB 20.SEK PAR ORDINARY P 2021-12-25 2024-08-02
SIEMENS AG GERM EUR PAR ORDINARY P 2021-04-16 2024-08-02
CANADIAN PAC KANS CITY LTD P 2024-05-01 2024-08-02
CANADIAN PAC KANS CITY LTD P 2024-01-09 2024-08-02
HSBC HOLDINGS PLC .5USD PAR ORDINARY P 2023-08-30 2024-08-02
SWEDBANK AB 20.SEK PAR ORDINARY P 2021-12-24 2024-08-02
TOYOTA MOTOR CORP 7203 JPY PAR ORDINARY P 2023-09-28 2024-08-02
TOYOTA MOTOR CORP 7203 JPY PAR ORDINARY P 2024-03-05 2024-08-02
AIR LIQUIDE FN 11.EUR PAR ORDINARY P 2023-04-06 2024-08-09
NOVO NORDISK A/S BR AND/ .1 DKK PAR ORDINARY P 2023-11-16 2024-08-22
NOVO NORDISK A/S BR AND/ .1 DKK PAR ORDINARY P 2023-08-21 2024-08-22
HEINEKEN NV 1.6EUR PAR ORDINARY P 2021-12-20 2024-08-30
HEINEKEN NV 1.6EUR PAR ORDINARY P 2021-12-16 2024-08-30
TOKYO ELECTRON 8035 FN JPY PAR ORDINARY P 2023-12-13 2024-08-30
TOKYO ELECTRON 8035 FN JPY PAR ORDINARY P 2023-11-16 2024-08-30
TOTALENERGIES SE P 2021-04-16 2024-09-04
SHELL PLC .07 EUR PAR ORDINARY P 2021-05-13 2024-09-05
SIEMENS AG GERM EUR PAR ORDINARY P 2021-04-16 2024-09-05
NESTLE SA CHAM UNO VEVE P 2021-04-16 2024-09-17
HEINEKEN NV 1.6EUR PAR ORDINARY P 2021-12-20 2024-09-25
NOVO NORDISK A/S BR AND/ .1 DKK PAR ORDINARY P 2023-08-21 2024-09-25
TOTALENERGIES SE P 2021-04-16 2024-09-26
HEINEKEN NV 1.6EUR PAR ORDINARY P 2023-03-01 2024-09-26
HEINEKEN NV 1.6EUR PAR ORDINARY P 2023-06-01 2024-09-26
MERCADOLIBRE INC P 2024-03-12 2024-09-26
HEINEKEN NV 1.6EUR PAR ORDINARY P 2021-12-20 2024-09-26
BNP PARIBAS 2.EUR PAR ORDINARY P 2023-03-09 2024-10-02
BNP PARIBAS 2.EUR PAR ORDINARY P 2023-08-30 2024-10-03
BNP PARIBAS 2.EUR PAR ORDINARY P 2023-03-09 2024-10-03
SHELL PLC .07 EUR PAR ORDINARY P 2021-05-13 2024-10-29
WAL-MART DE MEXICO SAB D MXN PAR ORDINARY P 2023-03-01 2024-10-29
WAL-MART DE MEXICO SAB D MXN PAR ORDINARY P 2023-02-28 2024-10-29
WAL-MART DE MEXICO SAB D MXN PAR ORDINARY P 2022-09-27 2024-10-30
CVS HEALTH CORP P 2021-05-12 2024-10-30
WAL-MART DE MEXICO SAB D MXN PAR ORDINARY P 2023-03-01 2024-10-30
CVS HEALTH CORP P 2021-04-16 2024-10-30
TELEKOMUNIKASI INOONESIA SP ADR P 2021-04-19 2024-10-30
WAL-MART DE MEXICO SAB D MXN PAR ORDINARY P 2022-09-27 2024-10-31
WAL-MART DE MEXICO SAB D MXN PAR ORDINARY P 2022-09-27 2024-11-01
WAL-MART DE MEXICO SAB D MXN PAR ORDINARY P 2022-09-26 2024-11-01
WAL-MART DE MEXICO SAB D MXN PAR ORDINARY P 2022-09-26 2024-11-04
WAL-MART DE MEXICO SAB D MXN PAR ORDINARY P 2022-09-27 2024-11-04
SHELL PLC .07 EUR PAR ORDINARY P 2021-05-13 2024-11-08
WHEATON PRECIOUS METALS CORP REG P 2024-07-17 2024-11-14
WHEATON PRECIOUS METALS CORP REG P 2024-07-17 2024-11-15
WHEATON PRECIOUS METALS CORP REG P 2024-07-16 2024-11-18
WHEATON PRECIOUS METALS CORP REG P 2024-07-11 2024-11-18
NESTLE SA CHAM UNO VEVE P 2021-04-16 2024-11-21
AIRBUS SE EUR PAR ORDINARY P 2023-03-01 2024-11-21
SMC CORP 6273 JPY PAR ORDINARY P 2024-01-17 2024-12-05
SMC CORP 6273 JPY PAR ORDINARY P 2024-03-05 2024-12-05
SMC CORP 6273 JPY PAR ORDINARY P 2023-11-16 2024-12-05
SMC CORP 6273 JPY PAR ORDINARY P 2023-11-16 2024-12-06
BAE SYSTEMS PLC GBP PAR ORDINARY P 2022-06-17 2024-12-18
(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 2,019   1,788 231
b 359   573 -214
c 223   269 -46
d 3,529   3,755 -226
e 634   393 241
59   62 -3
1,106   1,103 3
8,733   8,199 534
5,437   5,471 -34
8,422   4,395 4,027
10,281   5,568 4,713
2,715   2,405 310
4,266   4,209 57
2,461   2,549 -88
2,394   2,132 262
5,270   6,004 -734
11,164   10,149 1,015
4,103   3,190 913
1,539   2,057 -518
1,944   1,975 -31
2,858   4,781 -1,923
2,846   2,911 -65
7,106   5,129 1,977
7,744   4,528 3,216
5,824   6,300 -476
2,056   680 1,376
7,150   6,244 906
978   1,029 -51
2,441   2,278 163
2,333   2,339 -6
4,982   4,995 -13
4,670   4,102 568
1,765   2,235 -470
38,371   4,584 33,787
13,754   10,033 3,721
5,541   5,691 -150
3,693   2,483 1,210
484   121 363
2,998   4,267 -1,269
1,138   564 574
3,489   3,577 -88
17,419   3,998 13,421
6,593   4,546 2,047
574   661 -87
17,586   1,582 16,004
3,924   5,849 -1,925
4,930   4,120 810
1,461   464 997
12,413   3,325 9,088
1,807   1,132 675
7,466   6,232 1,234
11,682   9,741 1,941
3,248   2,810 438
4,021   4,451 -430
11,234   10,461 773
5,637   5,034 603
2,634   2,477 157
4,825   5,291 -466
2,923   2,259 664
2,179   2,226 -47
2,927   4,339 -1,412
5,000   4,386 614
3,956   2,529 1,427
1,918   1,193 725
2,439   1,616 823
39,368   4,960 34,408
6,263   4,927 1,336
1,377   2,094 -717
9,351   5,735 3,616
1,956   1,981 -25
17,029   6,699 10,330
3,041   1,293 1,748
389   1,624 -1,235
1,233   2,327 -1,094
2,032   1,774 258
3,430   4,854 -1,424
20,192   5,412 14,780
508   191 317
1,321   1,745 -424
6,095   4,231 1,864
2,479   2,434 45
21,607   7,752 13,855
990   1,090 -100
373   438 -65
1,350   1,220 130
2,013   2,215 -202
280   563 -283
1,586   2,588 -1,002
2,519   2,427 92
3,934   4,005 -71
1,059   1,057 2
1,210   1,110 100
952   902 50
2,380   2,259 121
2,370   2,336 34
2,609   2,596 13
962   1,192 -230
1,238   1,220 18
1,296   1,232 64
2,593   2,097 496
2,222   2,006 216
5,420   4,480 940
1,174   896 278
419   320 99
3,103   2,192 911
1,080   1,105 -25
3,060   2,646 414
1,094   1,345 -251
542   673 -131
138   173 -35
315   336 -21
343   204 139
315   331 -16
499   300 199
378   404 -26
217   130 87
706   559 147
449   521 -72
97   105 -8
736   828 -92
582   457 125
515   536 -21
1,304   1,148 156
386   446 -60
619   505 114
579   630 -51
193   203 -10
893   1,016 -123
170   179 -9
511   514 -3
681   714 -33
462   527 -65
516   506 10
513   480 33
171   165 6
692   595 97
207   235 -28
478   458 20
2,534   3,800 -1,266
543   556 -13
276   278 -2
1,552   1,765 -213
479   456 23
821   834 -13
239   229 10
477   456 21
508   510 -2
713   669 44
966   717 249
511   326 185
1,299   1,649 -350
1,316   481 835
1,316   1,048 268
317   651 -334
990   1,062 -72
987   1,241 -254
2,178   2,761 -583
278   345 -67
821   928 -107
234   265 -31
646   729 -83
1,001   1,127 -126
1,143   1,295 -152
659   720 -61
220   237 -17
664   711 -47
15,931   19,710 -3,779
124,656   124,113 543
131,819   121,883 9,936
646   527 119
485   422 63
752   693 59
592   369 223
232   367 -135
232   380 -148
232   374 -142
232   369 -137
232   366 -134
731   476 255
57   48 9
354   183 171
191   119 72
78   77 1
204   137 67
116   126 -10
185   281 -96
130   114 16
84   84 0
82   97 -15
142   98 44
59   31 28
285   212 73
103   89 14
115   65 50
106   104 2
48   43 5
118   110 8
76   64 12
89   80 9
208   149 59
102   101 1
93   112 -19
475   482 -7
67   67 0
247   230 17
118   111 7
1,493   1,858 -365
146   74 72
202   100 102
184   194 -10
145   132 13
97   108 -11
37   34 3
513   607 -94
277   245 32
273   338 -65
1,092   1,059 33
1,115   714 401
138   156 -18
276   309 -33
2,323   2,769 -446
402   396 6
322   316 6
144   151 -7
524   520 4
157   156 1
314   316 -2
713   648 65
411   432 -21
207   219 -12
449   633 -184
89   79 10
408   293 115
136   93 43
361   432 -71
812   976 -164
176   163 13
1,760   1,592 168
466   321 145
1,189   650 539
553   520 33
722   824 -102
692   864 -172
637   466 171
657   458 199
618   722 -104
353   406 -53
2,108   1,549 559
88   108 -20
1,347   1,341 6
463   461 2
661   671 -10
682   390 292
270   376 -106
45   63 -18
502   652 -150
1,754   2,603 -849
116   165 -49
4,584   6,139 -1,555
895   1,133 -238
305   401 -96
237   308 -71
209   272 -63
62   79 -17
20   25 -5
636   353 283
296   311 -15
353   373 -20
607   620 -13
546   531 15
2,150   2,942 -792
726   659 67
421   579 -158
421   607 -186
421   497 -76
852   993 -141
1,240   782 458
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       231
b       -214
c       -46
d       -226
e       241
      -3
      3
      534
      -34
      4,027
      4,713
      310
      57
      -88
      262
      -734
      1,015
      913
      -518
      -31
      -1,923
      -65
      1,977
      3,216
      -476
      1,376
      906
      -51
      163
      -6
      -13
      568
      -470
      33,787
      3,721
      -150
      1,210
      363
      -1,269
      574
      -88
      13,421
      2,047
      -87
      16,004
      -1,925
      810
      997
      9,088
      675
      1,234
      1,941
      438
      -430
      773
      603
      157
      -466
      664
      -47
      -1,412
      614
      1,427
      725
      823
      34,408
      1,336
      -717
      3,616
      -25
      10,330
      1,748
      -1,235
      -1,094
      258
      -1,424
      14,780
      317
      -424
      1,864
      45
      13,855
      -100
      -65
      130
      -202
      -283
      -1,002
      92
      -71
      2
      100
      50
      121
      34
      13
      -230
      18
      64
      496
      216
      940
      278
      99
      911
      -25
      414
      -251
      -131
      -35
      -21
      139
      -16
      199
      -26
      87
      147
      -72
      -8
      -92
      125
      -21
      156
      -60
      114
      -51
      -10
      -123
      -9
      -3
      -33
      -65
      10
      33
      6
      97
      -28
      20
      -1,266
      -13
      -2
      -213
      23
      -13
      10
      21
      -2
      44
      249
      185
      -350
      835
      268
      -334
      -72
      -254
      -583
      -67
      -107
      -31
      -83
      -126
      -152
      -61
      -17
      -47
      -3,779
      543
      9,936
      119
      63
      59
      223
      -135
      -148
      -142
      -137
      -134
      255
      9
      171
      72
      1
      67
      -10
      -96
      16
      0
      -15
      44
      28
      73
      14
      50
      2
      5
      8
      12
      9
      59
      1
      -19
      -7
      0
      17
      7
      -365
      72
      102
      -10
      13
      -11
      3
      -94
      32
      -65
      33
      401
      -18
      -33
      -446
      6
      6
      -7
      4
      1
      -2
      65
      -21
      -12
      -184
      10
      115
      43
      -71
      -164
      13
      168
      145
      539
      33
      -102
      -172
      171
      199
      -104
      -53
      559
      -20
      6
      2
      -10
      292
      -106
      -18
      -150
      -849
      -49
      -1,555
      -238
      -96
      -71
      -63
      -17
      -5
      283
      -15
      -20
      -13
      15
      -792
      67
      -158
      -186
      -76
      -141
      458
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 2 183,909
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 2,907
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 2,907
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 2,907
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 50,342
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 50,342
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 47,435
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow47,435 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
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 arrowMA
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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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
 
No
Website addressright arrowN/A
14
The books are in care ofright arrowJACQUELINE MCCOY Telephone no.right arrow (617) 933-3620

Located atright arrow31 ST JAMES AVENUE SUITE 740BOSTONMA ZIP+4right arrow02116
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
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
BRUCE EVANS TRUSTEE
0.00 		0 0 0
31 ST JAMES AVE SUITE 740
BOSTON,MA02116
BRIDGITT EVANS TRUSTEE
0.00 		0 0 0
31 ST JAMES AVE SUITE 740
BOSTON,MA02116
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 arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,747,191
b
Average of monthly cash balances.......................
1b
324,690
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,071,881
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
2,071,881
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
31,078
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,040,803
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
102,040
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
102,040
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2,907
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,907
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
99,133
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
99,133
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
99,133
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
688,957
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
688,957
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 99,133
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...... 1,178,041
b From 2020...... 1,740,221
c From 2021...... 1,468,761
d From 2022...... 2,290,831
e From 2023......  
f Total of lines 3a through e ........ 6,677,854
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 688,957
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..... 99,133
e Remaining amount distributed out of corpus 589,824
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 7,267,678
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) ... 		1,178,041
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		6,089,637
10 Analysis of line 9:
a Excess from 2020.... 1,740,221
b Excess from 2021.... 1,468,761
c Excess from 2022.... 2,290,831
d Excess from 2023....  
e Excess from 2024.... 589,824
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).)
BRUCE EVANS
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

HARVARD BUSINESS SCHOOL

111 WESTERN AVENUE
BOSTON,MA02163 		NONE OTHER PUBLIC CHARITY ENTREPENEURSHIP AND INNOVATION FUND 400,000

HAYWARD GALLERY

1 VANDERBILT AVENUE 46TH FLOOR
NEW YORK,NY10017 		NONE OTHER PUBLIC CHARITY AMERICAN FUND FOR THE SOUTHBANK CENTRE 30,000

INSTITUTE OF CONTEMPORARY ART

25 HARBOR SHORE DRIVE
BOSTON,MA02210 		NONE OTHER PUBLIC CHARITY GENERAL SUPPORT 150,000

ROXBURY LATIN

101 ST THERESA AVE
WEST ROXBURY,MA02132 		NONE OTHER PUBLIC CHARITY HEADMASTER KERRY P. BRENNAN SCHOLARSHIP FUND 50,000

TELLURIDE FILM FESTIVAL

800 JONES STREET
BERKELEY,CA94710 		NONE OTHER PUBLIC CHARITY THE NUGGET PROJECT 25,000

VANDERBILT UNIVERSITY

2301 VANDERBILT PLACE
NASHVILLE,TN37240 		NONE OTHER PUBLIC CHARITY EVANS RESIDENTIAL COLLEGE SYSTEM FUND 33,957
Total .................................right arrow 3a 688,957
bApproved for future payment
Total ................................. right arrow 3b 0
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 40,167  
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 ............ 		    18 183,909  
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) .. 0 224,076 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
224,076
(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 InvestmentsCorpStockSchedule
Name:
THE EVANS FAMILY FOUNDATION
 
DBA LENOX STREET FOUNDATION
EIN:
04-3523698
Name of Stock End of Year Book Value End of Year Fair Market Value
BROKERAGE 1,155,517 1,658,466

TY 2024 OtherProfessionalFeesSchedule
Name:
THE EVANS FAMILY FOUNDATION
 
DBA LENOX STREET FOUNDATION
EIN:
04-3523698
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BOA 14,908 14,908   0


TY 2024 SubstantialContributorsSch
Name:
THE EVANS FAMILY FOUNDATION
 
DBA LENOX STREET FOUNDATION
EIN:
04-3523698
Name Address
BRUCE R BRIDGITT B EVANS 31 ST JAMES AVE SUITE 740
BOSTON,MA02116


TY 2024 TaxesSchedule
Name:
THE EVANS FAMILY FOUNDATION
 
DBA LENOX STREET FOUNDATION
EIN:
04-3523698
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAXES 862 0   0
MASSACHUSETTS FEES 35 35   0