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 NORTH STAR CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)C/O BBH CO 140 BROADWAY PB-TAX S
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10005
A Employer identification number

46-5425456
B Telephone number (see instructions)

(212) 493-8000
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$20,730,772J 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) 16,681,401
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 569,950 569,950  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 7,149,720
b Gross sales price for all assets on line 6a 13,210,698
7 Capital gain net income (from Part IV, line 2)... 7,149,720
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 24,401,071 7,719,670  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,700 0 0 4,700
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
103,309 109   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,064 1,064    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 109,073 1,173 0 4,700
25 Contributions, gifts, grants paid....... 15,193,596 15,193,596
26 Total expenses and disbursements. Add lines 24 and 25 15,302,669 1,173 0 15,198,296
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 9,098,402
b Net investment income (if negative, enter -0-) 7,718,497
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......... 14,157,688 5,935,059 5,935,059
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule)....... 4,618,637 Click to see attachment
List of Attached Documents:
// Content
14,618,637 		14,795,713
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)..........     0
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) 18,776,325 20,553,696 20,730,772
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 18,776,325 20,553,696
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 18,776,325 20,553,696
30 Total liabilities and net assets/fund balances (see instructions). 18,776,325 20,553,696
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
18,776,325
2
Enter amount from Part I, line 27a .....................
2
9,098,402
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
9
4
Add lines 1, 2, and 3 ..........................
4
27,874,736
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
7,321,040
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
20,553,696
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 1517. AT&T INC   2023-11-07 2024-12-17
b 1536.367 GQG PART EMERG MKTS EQ-INST   2020-02-28 2024-12-16
c 5761.68 GQG PART QLTY EQTY-INST   2023-08-03 2024-12-16
d 274. ALASKA AIR GROUP INC COM STK   2023-11-07 2024-12-17
e 35. ALLSTATE CORP   2023-11-07 2024-12-17
159. ALPHABET INC CL C   2023-11-17 2024-12-16
848. ALPHABET INC CL C   2023-11-07 2024-12-17
4000. ALPHABET INC CL C   2016-12-15 2024-12-17
1831. ALPHABET INC CL C   2012-01-23 2024-12-19
905. ALPHABET INC CL A   2023-11-07 2024-12-17
2337.938 CLARKSTON SERIES TRUST CLARKSTON PARTNER   2020-03-20 2024-12-16
70. AMAZON.COM INC   2021-03-19 2024-12-16
1443. AMAZON.COM INC   2020-04-22 2024-12-17
1062. AMAZON.COM INC   2020-08-06 2024-12-19
128. AMERICAN EXPRESS CO   2023-11-07 2024-12-17
19. AMERIPRISE FINANCIAL INC   2023-11-07 2024-12-17
244. AMPHENOL CORP CL A   2023-11-07 2024-12-17
2428. APPLE COMPUTER INC   2023-11-07 2024-12-17
140. ARISTA NETWORKS INC COM SHS   2023-11-07 2024-12-17
43. AUTODESK INC   2022-06-24 2024-12-17
181. AUTOMATIC DATA PROCESSING INC   2023-11-07 2024-12-17
22. AVALONBAY COMMUNITIES INC   2023-11-07 2024-12-17
40. AXON ENTERPRISE INC COM   2023-11-07 2024-12-17
3908.795 BBH PARTNER FUND - INTERNATIONAL EQUITY   2020-03-20 2024-12-16
21771.642 BBH PARTNER FUND - INTERNATIONAL EQUITY   2011-03-16 2024-12-19
240. BAKER HUGHES COMPANY COM STK   2022-05-09 2024-12-17
1463. BANK OF AMERICA CORP   2020-10-12 2024-12-17
138. BANK OF NEW YORK MELLON CORP   2023-11-07 2024-12-17
60. BEST BUY INC   2023-11-07 2024-12-17
80. BLACKSTONE INC COM CL A   2023-11-07 2024-12-17
31. BLACKROCK INC COM   2023-11-07 2024-12-17
2. BOOKING HOLDINGS INC COM STK   2023-11-17 2024-12-16
6. BOOKING HOLDINGS INC COM STK   2023-11-07 2024-12-17
22. BOOKING HOLDINGS INC COM STK   2019-08-05 2024-12-19
42. BOSTON PROPERTIES INC COMMON STOCK   2023-11-07 2024-12-17
347. BOSTON SCIENTIFIC CORP   2023-11-07 2024-12-17
22. BROADRIDGE FINANCIAL SOLUTIONS   2023-11-07 2024-12-17
700. BROADCOM INC COM STK   2023-06-27 2024-12-17
163. CBRE GROUP INC CL A   2023-11-07 2024-12-17
65. CH ROBINSON WORLDWIDE INC   2023-11-07 2024-12-17
315. CSX CORP   2020-09-29 2024-12-17
70. CAPITAL ONE FINANCIAL CORP   2023-11-07 2024-12-17
10. CARMAX INC COMMON STOCK   2023-11-07 2024-12-17
146. CARNIVAL CORP COMM PAIRED STK   2023-11-07 2024-12-17
116. CARRIER GLOBAL CORPORATION COM   2023-11-07 2024-12-17
16. CATALENT INC. COM STOCK   2023-11-07 2024-12-17
91. CATERPILLAR INC   2023-11-07 2024-12-17
200. CHIPOTLE MEXICAN GRILL INC CL A   2023-11-07 2024-12-17
13. CINCINNATI FINANCIAL CORP COM   2023-11-07 2024-12-17
32. CINTAS CORP COM STK   2023-11-07 2024-12-17
404. CITIGROUP INC COM STK   2023-11-07 2024-12-17
83. CONSTELLATION ENERGY CORP. COM STK   2023-11-07 2024-12-17
127. COPART INC COM STK   2023-11-07 2024-12-17
116. CORNING INC   2023-11-07 2024-12-17
1. CORPAY INC COM SHS   2023-11-07 2024-12-17
19. COSTCO WHOLESALE CORP   2023-11-17 2024-12-16
84. COSTCO WHOLESALE CORP   2023-11-07 2024-12-17
366. DECKERS OUTDOOR CORP COM STK   2020-05-21 2024-12-17
69. DIGITAL REALTY TRUST INC   2023-11-07 2024-12-17
108. WALT DISNEY COMPANY   2023-11-07 2024-12-17
30. DISCOVER FINANCIAL SERVICES   2023-11-07 2024-12-17
56. DOVER CORP   2023-11-07 2024-12-17
22. EASTMAN CHEMICAL CO   2023-11-07 2024-12-17
52. ECOLAB INC   2023-11-07 2024-12-17
127. EMERSON ELECTRIC CO   2023-11-07 2024-12-17
64. ENTERGY CORP   2023-11-07 2024-12-26
22. EQUIFAX INC COM STK   2023-11-07 2024-12-17
25. EXTRA SPACE STORAGE INC REIT   2023-11-07 2024-12-17
352. META PLATFORMS INC A   2023-11-07 2024-12-17
53. META PLATFORMS INC A   2015-01-27 2024-12-17
2. FAIR ISAAC CORP COM STK   2023-11-07 2024-12-17
78. FASTENAL CO   2023-11-07 2024-12-17
105. FIDELITY NATIONAL INFORMATIO COM STK   2023-11-07 2024-12-17
18. FIRST SOLAR INC COMMON STOCK   2023-11-07 2024-12-17
98. FISERV INC   2023-11-07 2024-12-17
90. FORTINET INC COM STK   2023-11-07 2024-12-17
38. GE VERNOVA INC. COM   2023-11-07 2024-12-17
87. GE VERNOVA INC. COM   2023-03-17 2024-12-17
10. GENERAC HOLDINGS INC COM STK   2023-11-07 2024-12-17
154. GENERAL ELECTRIC CO COM STOCK   2023-11-07 2024-12-17
52. GENERAL MOTORS CO COM STK   2023-11-07 2024-12-17
56. GOLDMAN SACHS GROUP INC   2023-11-07 2024-12-17
11. WW GRAINGER INC   2023-11-07 2024-12-17
30. HCA HEALTHCARE INC COM STK   2023-11-07 2024-12-17
205. HARTFORD FINANCIAL SERVICES   2023-11-07 2024-12-17
50. HASBRO INC COM STK   2023-12-06 2024-12-17
124. HEALTHPEAK PROPERTIES INC. COM   2023-11-07 2024-12-17
526. HEWLETT PACKARD ENTERPRIS COM STK   2023-11-07 2024-12-17
6. HILTON WORLDWIDE HOLDINGS IN COM STK   2023-11-07 2024-12-17
182. HOME DEPOT INC   2021-01-08 2024-12-17
294. HOWMET AEROSPACE INC COM   2023-11-07 2024-12-17
9. HUBBELL INC CL B COM STK   2023-11-07 2024-12-17
189. HUNTINGTON BANCSHARES INC COM STK   2023-11-07 2024-12-17
42. HYATT HOTELS CORP   2023-01-11 2024-12-17
19. INCYTE CORP COM STK   2023-11-08 2024-12-17
116. INGERSOLL RAND INC COM   2023-11-07 2024-12-17
22. INGERSOLL RAND INC COM   2020-06-24 2024-12-17
12. INSULET CORP COM STK   2023-11-07 2024-12-17
140. INTERCONTINENTALEXCHANGE GRO COM STK   2023-11-07 2024-12-17
161. INTL BUSINESS MACHINES CORP   2023-11-07 2024-12-17
67. INTUITIVE SURGICAL INC   2023-11-07 2024-12-17
23. IRON MOUNTAIN INC REIT   2023-11-07 2024-12-17
517. JPMORGAN CHASE & CO   2023-11-07 2024-12-17
292. JUNIPER NETWORKS INC   2023-11-08 2024-12-17
634. KLA CORPORATION   2022-01-28 2024-08-05
83. KLA CORPORATION   2022-06-17 2024-12-19
87. KELLANOVA   2023-11-15 2024-12-17
82. KEYSIGHT TECHNOLOGIES INC COM   2023-11-07 2024-12-17
268. KROGER CO COM STK   2023-11-08 2024-12-17
54. LENNAR CORP A   2023-11-07 2024-12-17
131. ELI LILLY & CO   2023-11-07 2024-12-17
95. LOWE'S COS INC   2023-11-07 2024-12-17
12. M & T BANK CORP   2023-11-07 2024-12-17
43. MASTERCARD INCORPORATED   2023-11-17 2024-12-16
150. MASTERCARD INCORPORATED   2023-11-07 2024-12-17
306. MASTERCARD INCORPORATED   2019-05-29 2024-12-19
132. METLIFE INC   2023-11-07 2024-12-17
12. MICROSOFT CORP   2023-08-07 2024-12-17
995. MICROSOFT CORP   2018-10-17 2024-12-17
149. MICRON TECHNOLOGY INC   2023-11-07 2024-12-17
68. MOODYS INVESTORS SERVICES   2023-11-07 2024-12-17
251. MORGAN STANLEY   2023-11-07 2024-12-17
21. MOTOROLA SOLUTIONS INC COM STK   2023-11-07 2024-12-17
104. NASDAQ INC COMMON STOCK   2023-11-07 2024-12-17
27. NETAPP INC COM STK   2023-11-07 2024-12-17
76. NETFLIX INC COM STK   2023-11-07 2024-12-17
1005. NISOURCE INC   2023-11-07 2024-12-17
38. NORTHERN TRUST CORP   2023-11-07 2024-12-17
95. GEN DIGITAL INC COM   2023-04-13 2024-12-17
4180. NVIDIA CORP COM STK   2023-06-14 2024-12-17
11350. NVIDIA CORP COM STK   2022-08-15 2024-12-17
469. ONEOK INC COMMON STOCK   2023-11-07 2024-12-17
117. ORACLE CORP   2023-11-17 2024-12-16
222. ORACLE CORP   2023-11-07 2024-12-17
2846. ORACLE CORP   2014-10-21 2024-12-17
533. ORACLE CORP   2022-06-23 2024-12-19
225. OTIS WORLDWIDE CORPORATION COM   2022-04-06 2024-12-17
24. PNC FINANCIAL SERVICES GROUP   2020-04-14 2024-12-17
16. PTC INC COM STK   2023-11-07 2024-12-17
236. PACCAR INC   2023-02-14 2024-12-17
92. PALO ALTO NETWORKS INC COM   2023-11-07 2024-12-26
37. PARKER HANNIFIN CORP COM STK   2023-11-07 2024-12-17
9. REVVITY INC. COM STK   2023-11-07 2024-12-17
38. T ROWE PRICE GROUP INC   2023-11-07 2024-12-17
4468.049 AKRE FOCUS FUND-SUPRA INST   2015-09-15 2024-12-11
1548.46 AKRE FOCUS FUND-SUPRA INST   2020-01-08 2024-12-16
67. PROGRESSIVE CORP OHIO   2023-11-17 2024-12-16
123. PROGRESSIVE CORP OHIO   2023-02-01 2024-12-17
61. PROGRESSIVE CORP OHIO   2022-06-23 2024-12-19
188. PRUDENTIAL FINANCIAL INC.   2023-11-07 2024-12-17
24. PUBLIC STORAGE COM STK   2023-11-07 2024-12-17
48. QUALCOMM INC   2020-06-16 2024-12-17
22. QUANTA SERVICES INC   2023-11-07 2024-12-17
27. RAYMOND JAMES FINANCIAL INC COM   2023-11-07 2024-12-17
23. RESMED INC COM STK   2023-11-07 2024-12-17
65. S&P GLOBAL INC COM STK   2023-11-07 2024-12-17
174. SALESFORCE.COM INC COM STK   2023-11-07 2024-12-17
70. SCHWAB CHARLES CORP NEW   2023-08-14 2024-12-17
34. SERVICENOW INC COM STK   2022-01-13 2024-12-17
44. SHERWIN WILLIAMS CO   2023-11-07 2024-12-17
13. SIMON PROPERTY GROUP INC REIT   2023-11-07 2024-12-17
47. STATE STREET CORP   2023-11-07 2024-12-17
60. STRYKER CORP   2023-11-07 2024-12-17
60. SYNCHRONY FINANCIAL COM STK   2023-11-07 2024-12-17
108. TJX COMPANIES INC   2023-11-07 2024-12-17
138. T-MOBILE US INC COM STK   2021-02-08 2024-12-17
23. TAKE-TWO INTERACTIVE SOFTWRE COM STOCK   2023-11-07 2024-12-17
17. TERADYNE INC COM STK   2023-11-07 2024-12-17
322. TESLA INC COMMON STOCK   2023-11-07 2024-12-17
31. TRACTOR SUPPLY COMPANY COM STK   2023-11-07 2024-12-17
39. TRANSDIGM GROUP INC COMMON STOCK   2023-11-07 2024-12-17
138. TRAVELERS COS INC   2023-11-07 2024-12-17
110. TRIMBLE NAVIGATION LTD   2023-11-07 2024-12-17
194. TRUIST FINANCIAL CORPORATION COM   2023-11-07 2024-12-17
6. TYSON FOODS INC CL A COM STK   2023-11-07 2024-12-17
287. U S BANCORP   2023-11-07 2024-12-17
39. UNITED AIRLINES HOLDINGS, INC. COM STK   2023-11-07 2024-12-17
9. UNITED RENTALS INC COM STK   2023-11-07 2024-12-17
85. VERALTO CORP. COM SHS   2023-11-07 2024-12-17
105. VIATRIS INC COM STK   2023-11-07 2024-12-17
228. VISA INC- CL.A SHARES   2020-01-17 2024-12-17
9. VULCAN MATERIALS CO   2023-11-07 2024-12-17
486. WALMART INC   2021-12-16 2024-12-17
3678. WALMART INC   2017-06-16 2024-12-17
184. WASTE MANAGEMENT INC   2023-01-05 2024-12-19
8. WATERS CORP   2023-05-24 2024-12-17
671. WELLS FARGO & CO   2012-03-22 2024-12-17
5. WELLS FARGO & CO   2010-04-16 2024-12-17
69. WELLTOWER INC REIT   2023-11-07 2024-12-17
22. WESTERN DIGITAL CORP COM STK   2023-02-01 2024-12-17
91. XYLEM INC COM STK   2023-11-07 2024-12-17
10. ZEBRA TECHNOLOGIES CORP COM   2023-11-07 2024-12-17
63. ZOETIS INC COM STK   2018-12-28 2024-12-19
76. EATON CORP PLC COM STK   2023-11-07 2024-12-17
1857. EATON CORP PLC COM STK   2019-09-04 2024-12-17
180. INVESCO LTD COMMON STOCK   2023-11-07 2024-12-17
120. JOHNSON CONTROLS INTERNATIONAL COM STK   2023-11-07 2024-12-17
26. LINDE PLC   2021-05-17 2024-12-17
16. SEAGATE TECHNOLOGY HOLDINGS COM STK   2023-11-07 2024-12-17
131. PENTAIR PLC COM STK   2023-11-07 2024-12-17
39. TRANE TECHNOLOGIES PLC COMMON STOCK   2023-11-07 2024-12-17
38. WILLIS TOWERS WATSON PLC FOREIGN STK   2022-05-10 2024-12-17
11494. ALCON INC COM STK   2014-10-14 2024-08-05
32. ROYAL CARIBBEAN CRUISES LTD COM STK   2023-11-07 2024-12-17
(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 34,463   24,029 10,434
b 26,410   16,000 10,410
c 118,863   88,000 30,863
d 17,215   9,225 7,990
e 6,761   4,538 2,223
31,756   21,692 10,064
170,427   112,275 58,152
792,522   191,885 600,637
350,193   26,611 323,582
180,596   118,528 62,068
35,607   22,000 13,607
16,263   10,617 5,646
329,135   204,066 125,069
238,353   162,225 76,128
38,688   19,581 19,107
10,346   6,326 4,020
18,318   10,311 8,007
612,256   441,459 170,797
15,939   7,441 8,498
13,017   8,453 4,564
53,807   40,559 13,248
5,009   3,683 1,326
25,423   8,655 16,768
66,645   48,000 18,645
360,103   274,843 85,260
9,927   7,220 2,707
65,987   40,720 25,267
10,921   6,153 4,768
5,206   3,871 1,335
14,811   7,766 7,045
32,474   20,106 12,368
10,315   6,277 4,038
30,700   18,071 12,629
109,582   39,147 70,435
3,380   2,327 1,053
31,310   18,245 13,065
5,084   3,892 1,192
165,507   61,148 104,359
22,290   12,075 10,215
7,126   5,306 1,820
10,344   8,146 2,198
12,856   7,351 5,505
843   643 200
3,752   1,834 1,918
8,216   5,852 2,364
1,015   557 458
34,323   21,378 12,945
12,850   8,259 4,591
1,937   1,308 629
6,736   4,210 2,526
28,720   16,952 11,768
19,302   9,949 9,353
7,740   5,909 1,831
5,537   3,187 2,350
357   233 124
18,921   10,954 7,967
82,795   47,987 34,808
76,783   9,930 66,853
12,754   8,831 3,923
12,106   9,136 2,970
5,248   2,546 2,702
11,116   7,306 3,810
2,103   1,668 435
13,074   9,048 4,026
16,486   10,787 5,699
4,837   3,125 1,712
6,083   4,043 2,040
3,888   2,680 1,208
218,993   112,225 106,768
33,000   6,873 26,127
4,293   1,877 2,416
6,075   4,604 1,471
8,736   5,483 3,253
3,431   2,598 833
19,926   11,683 8,243
8,801   4,457 4,344
12,434   3,486 8,948
28,644   6,380 22,264
1,653   1,038 615
25,493   13,731 11,762
2,679   1,477 1,202
32,307   18,141 14,166
12,456   8,571 3,885
9,247   6,993 2,254
22,473   15,141 7,332
3,003   2,393 610
2,588   2,030 558
11,351   8,327 3,024
1,515   948 567
74,461   53,593 20,868
32,650   14,191 18,459
4,038   2,508 1,530
3,239   1,973 1,266
6,690   4,286 2,404
1,310   1,037 273
11,391   7,654 3,737
2,163   605 1,558
3,156   1,942 1,214
21,482   15,151 6,331
36,787   23,962 12,825
36,266   18,672 17,594
2,535   1,350 1,185
122,899   74,453 48,446
10,970   7,893 3,077
416,058   233,731 182,327
52,037   30,451 21,586
7,017   4,657 2,360
13,870   10,222 3,648
16,492   11,762 4,730
8,219   6,502 1,717
101,668   78,591 23,077
24,528   18,485 6,043
2,381   1,453 928
22,815   17,229 5,586
79,007   58,331 20,676
161,019   77,257 83,762
10,830   7,927 2,903
5,399   3,956 1,443
452,460   105,683 346,777
16,211   10,847 5,364
33,068   24,202 8,866
32,222   18,953 13,269
9,739   6,405 3,334
8,291   5,359 2,932
3,333   2,041 1,292
70,045   33,030 37,015
36,565   25,127 11,438
4,004   2,642 1,362
2,817   1,687 1,130
532,727   191,984 340,743
1,491,824   285,827 1,205,997
47,402   30,273 17,129
20,092   13,524 6,568
38,137   24,196 13,941
485,861   106,474 379,387
90,348   42,375 47,973
21,723   16,604 5,119
4,777   2,540 2,237
3,177   2,390 787
26,502   17,040 9,462
17,359   11,136 6,223
24,719   15,062 9,657
1,041   768 273
4,506   3,576 930
319,153   127,856 191,297
109,058   63,500 45,558
16,786   10,647 6,139
30,503   16,859 13,644
14,706   6,872 7,834
22,529   17,051 5,478
7,574   5,952 1,622
7,592   4,596 2,996
7,377   3,632 3,745
4,293   2,696 1,597
5,612   3,456 2,156
32,502   24,997 7,505
61,192   36,860 24,332
5,431   4,106 1,325
38,066   19,490 18,576
16,023   11,088 4,935
2,360   1,498 862
4,731   3,127 1,604
22,413   16,500 5,913
4,056   1,761 2,295
13,361   9,803 3,558
31,391   17,461 13,930
4,283   3,136 1,147
2,187   1,480 707
153,619   71,542 82,077
8,535   6,178 2,357
49,389   33,245 16,144
33,723   23,433 10,290
8,070   4,912 3,158
8,805   5,921 2,884
358   280 78
14,591   9,990 4,601
3,691   1,444 2,247
6,818   3,963 2,855
8,836   5,979 2,857
1,319   959 360
72,279   48,757 23,522
2,472   1,865 607
46,004   23,933 22,071
349,126   92,079 257,047
37,911   28,432 9,479
2,999   2,060 939
47,892   22,436 25,456
357   163 194
8,905   5,865 3,040
1,427   935 492
10,961   8,807 2,154
4,030   2,080 1,950
10,340   5,378 4,962
26,486   16,404 10,082
647,841   158,029 489,812
3,199   2,394 805
10,057   6,110 3,947
11,150   7,832 3,318
1,518   1,133 385
13,867   8,058 5,809
15,270   8,567 6,703
11,832   7,819 4,013
1,033,262   631,437 401,825
7,698   2,975 4,723
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       10,434
b       10,410
c       30,863
d       7,990
e       2,223
      10,064
      58,152
      600,637
      323,582
      62,068
      13,607
      5,646
      125,069
      76,128
      19,107
      4,020
      8,007
      170,797
      8,498
      4,564
      13,248
      1,326
      16,768
      18,645
      85,260
      2,707
      25,267
      4,768
      1,335
      7,045
      12,368
      4,038
      12,629
      70,435
      1,053
      13,065
      1,192
      104,359
      10,215
      1,820
      2,198
      5,505
      200
      1,918
      2,364
      458
      12,945
      4,591
      629
      2,526
      11,768
      9,353
      1,831
      2,350
      124
      7,967
      34,808
      66,853
      3,923
      2,970
      2,702
      3,810
      435
      4,026
      5,699
      1,712
      2,040
      1,208
      106,768
      26,127
      2,416
      1,471
      3,253
      833
      8,243
      4,344
      8,948
      22,264
      615
      11,762
      1,202
      14,166
      3,885
      2,254
      7,332
      610
      558
      3,024
      567
      20,868
      18,459
      1,530
      1,266
      2,404
      273
      3,737
      1,558
      1,214
      6,331
      12,825
      17,594
      1,185
      48,446
      3,077
      182,327
      21,586
      2,360
      3,648
      4,730
      1,717
      23,077
      6,043
      928
      5,586
      20,676
      83,762
      2,903
      1,443
      346,777
      5,364
      8,866
      13,269
      3,334
      2,932
      1,292
      37,015
      11,438
      1,362
      1,130
      340,743
      1,205,997
      17,129
      6,568
      13,941
      379,387
      47,973
      5,119
      2,237
      787
      9,462
      6,223
      9,657
      273
      930
      191,297
      45,558
      6,139
      13,644
      7,834
      5,478
      1,622
      2,996
      3,745
      1,597
      2,156
      7,505
      24,332
      1,325
      18,576
      4,935
      862
      1,604
      5,913
      2,295
      3,558
      13,930
      1,147
      707
      82,077
      2,357
      16,144
      10,290
      3,158
      2,884
      78
      4,601
      2,247
      2,855
      2,857
      360
      23,522
      607
      22,071
      257,047
      9,479
      939
      25,456
      194
      3,040
      492
      2,154
      1,950
      4,962
      10,082
      489,812
      805
      3,947
      3,318
      385
      5,809
      6,703
      4,013
      401,825
      4,723
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 7,149,720
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) 1 107,287
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........................... 3 107,287
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- ..... 5 107,287
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 35,577
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 112,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 147,577
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 40,290
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow40,290 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowDE
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
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
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowBROWN BROTHERS HARRIMAN & CO Telephone no.right arrow (212) 493-8000

Located atright arrow140 BROADWAY 7TH FLOORNEW YORKNY ZIP+4right arrow10005
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
VALERIE A MARS CHAIRMAN
1 		0    
C/O BBH CO140 BROADWAYPB-TAX
NEW YORK,NY10005
PHILIP M WHITE CHAIRMAN
1 		0    
C/O BBH CO140 BROADWAYPB-TAX
NEW YORK,NY10005
CHRISTOPHER M WHITE VICE-CHAIRMAN
1 		0    
C/O BBH CO140 BROADWAYPB-TAX
NEW YORK,NY10005
JUSTIN F WHITE VICE-CHAIRMAN
1 		0    
C/O BBH CO140 BROADWAYPB-TAX
NEW YORK,NY10005
KELLY J CHAPMAN VICE-CHAIRMAN
1 		0    
C/O BBH CO140 BROADWAYPB-TAX
NEW YORK,NY10005
MOLLY CHRISTINE LYNCH VICE-CHAIRMAN
1 		0    
C/O BBH CO140 BROADWAYPB-TAX
NEW YORK,NY10005
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 N/A  
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
5,589,149
b
Average of monthly cash balances.......................
1b
6,500,137
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
12,089,286
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
12,089,286
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
181,339
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
11,907,947
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
595,397
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
595,397
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
107,287
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
107,287
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
488,110
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
488,110
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
488,110
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
15,198,296
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
15,198,296
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 7 488,110
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...... 2,992,240
b From 2020...... 3,425,550
c From 2021...... 5,522,830
d From 2022...... 11,154,208
e From 2023...... 4,073,361
f Total of lines 3a through e ........ 27,168,189
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 15,198,296
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..... 488,110
e Remaining amount distributed out of corpus 14,710,186
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 41,878,375
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) ... 		2,992,240
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		38,886,135
10 Analysis of line 9:
a Excess from 2020.... 3,425,550
b Excess from 2021.... 5,522,830
c Excess from 2022.... 11,154,208
d Excess from 2023.... 4,073,361
e Excess from 2024.... 14,710,186
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

RESPONSE ASPEN

RED MOUNTAIN ROAD
ASPEN,CO81611 		NONE PC GENERAL 50,000

ROARING FORK PUBLIC RADIO INC

110 E HALLAM ST SUITE 134
ASPEN,CO81611 		NONE PC GENERAL 30,000

CROSSROADS COMMUNITY FOOD NETWORK

6930 CARROLL AVENUE
TAKOMA PARK,MD20912 		NONE PC GENERAL 20,000

THE GROWHAUS

4751 YORK ST
DENVER,CO80216 		NONE PC GENERAL 30,000

VOCES UNIDAS

P O BOX 3157
GLENWOOD SPRINGS,CO81602 		NONE PC GENERAL 30,000

REPROHUB

4701 SW ADMIRAL WAY 333
SEATTLE,WA98116 		NONE PC GENERAL 75,000

VALLEY SETTLEMENT

1901 GRAND AVE
GLENWOOD SPRINGS,CO816014113 		NONE PC GENERAL 100,000

FEEL GOOD ACTION

2339 FAIRVIEW AVE E STE L
SEATTLE,WA98102 		NONE PC GENERAL 1,000,000

ENGLISH IN ACTION

PO BOX 4856
BASALT,CO81621 		NONE PC GENERAL 20,000

ARMAND HAMMER MUSEUM OF ART AND CULTURAL
CENTER
10899 WILSHIRE BLVD
LOS ANGELES,CA90024 		NONE PC GENERAL 276,596

ASPEN CENTER FOR ENVIRONMENTAL STUDIES

100 PUPPY SMITH ST
ASPEN,CO81611 		NONE PC GENERAL 50,000

THE ASPEN INSTITUTE INC

1000 N 3RD ST
ASPEN,CO81611 		NONE PC GENERAL 50,000

WASHINGTON SCHOOL FOR GIRLS

1901 MISSISSIPPI AVE SE 203
WASHINGTON,DC20020 		NONE PC GENERAL 100,000

ALPINE LEGAL SERVICES

PO BOX 1890
GLENWOOD SPRINGS,CO81602 		NONE PC GENERAL 25,000

ASPEN COMMUNITY FOUNDATION

455 GOLD RIVERS CT
BASALT,CO81621 		NONE PC GENERAL 50,000

STEPPING STONES OF THE ROARING FORK

1010 GARFIELD AVE
CARBONDALE,CO81623 		NONE PC GENERAL 50,000

HABITAT FOR HUMANITY OF THE ROARING FORK

53 CALAWAY CT
GLENWOOD SPRINGS,CO81601 		NONE PC GENERAL 250,000

BLUE LAKE PRESCHOOL

189 J W DRIVE
CARBONDALE,CO81623 		NONE PC GENERAL 20,000

PROTESTANT EPISCOPAL CATHEDRAL

138 TREMONT ST
BOSTON,MA02111 		NONE PC GENERAL 1,250,000

AMIGOS OF COSTA RICA INC

PO BOX 748
WEST CHESTER,PA19381 		NONE PC GENERAL PURPOSES 110,000

BARD COLLEGE

30 CAMPUS ROAD
ANNANDALEONHUDSON,NY12504 		NONE PC GENERAL 25,000

CAPITAL AREA FOOD BANK

4900 PUERTO RICO AVE NE
WASHINGTON,DC20017 		NONE PC GENERAL 1,100,000

CENTER FOR HUMAN SERVICES NW

17018 15TH AVE NE
SHORELINE,WA98155 		NONE PC GENERAL OPERATING 50,000

CONSERVATION INTERNATIONAL

2011 CRYSTAL DRIVE STE 600
ARLINGTON,VA22202 		NONE PC GENERAL PURPOSES 570,000

COLORADO ROCKY MOUNTAIN SCHOOL

500 HOLDEN WAY
CARBONDALE,CO81623 		NONE PC GENERAL PURPOSE 100,000

COLLEGE OF WILLIAM & MARY FOUNDATION

5300 DISCOVERY PARK BLVD 3RD FL
WILLIAMSBURG,VA23188 		NONE PC GENERAL PURPOSES 100,000

GENERATION HOPE

1401 OKIE ST NE STE 300
WASHINGTON,DC20002 		NONE PC GENERAL 75,000

GREENWAY MIDDLE SCHOOL

3002 E NISBET RD
PHOENIX,AZ85022 		NONE PC GENERAL SUPPORT 15,000

HOMEFRONT

1880 PRINCETON AVE
LAWRENCEVILLE,NJ08648 		NONE PC GENERAL 75,000

MALALA FUND

1923 VERMONT AVE NW
WASHINGTON,DC20001 		NONE PC GENERAL 550,000

PEACEJAM FOUNDATION

11200 RALSTON RD
ARVADA,CO80004 		NONE PC GENERAL 20,000

PITT HOPKINS RESEARCH FOUNDATION

200 HARMON CT
WINSTON SALEM,NC27106 		NONE PC GENERAL 10,000

PLYMOUTH HOUSING GROUP

2113 3RD AVENUE
SEATTLE,WA98121 		NONE PC GENERAL 50,000

RESOURCE AREA FOR TEACHING

1355 RIDDER PARK DR
SAN JOSE,CA95131 		NONE PC GENERAL 15,000

SCHOLARCHIPS INC

22 GALLATIN STREET NE UNIT B
WASHINGTON,DC20011 		NONE PC GENERAL PURPOSE 50,000

SWEETWATER COMMUNITY SCHOOL

4215 E ANDORA DR
PHOENIX,AZ85032 		NONE PC GENERAL PURPOSE 12,000

THE HOTCHKISS SCHOOL

11 INTERLAKEN ROAD
LAKEVILLE,CT060392141 		NONE PC GENERAL PURPOSES 50,000

FISHER HOUSE FOUNDATION

12300 TWINBROOK PARKWAY SUITE 410
ROCKVILLE,MD20852 		NONE PC GENERAL PURPOSES 50,000

UNITED SERVICES ORGANIZATION (USO)

PO BOX 96860
WASHINGTON,DC20077 		NONE PC GENERAL PURPOSES 500,000

PLANNED PARENTHOOD FEDERATION
OF AMERICA
123 WILLIAM STREET
NEW YORK,NY10038 		NONE PC GENERAL PURPOSES 4,000,000

FAMILY LAW CASA OF KING COUNTY

16300 CHRISTENSEN RD STE 306
TUKWILA,WA98188 		NONE PC GENERAL OPERATING 100,000

INTERFAITH WORKS OF CENTRAL NEW YORK INC

981 ROLLINS AVE 2ND FL
ROCKVILLE,MD20852 		NONE PC GENERAL SUPPORT 100,000

NEW JERSEY INSTITUTE FOR SOCIAL JUSTICE

60 PARK PLACE
NEWARK,NJ071025504 		NONE PC GENERAL OPERATING 350,000

SOLID GROUND WASHINGTON

1501 N 45TH ST
SEATTLE,WA981036708 		NONE PC GENERAL OPERATING 25,000

PEDIGREE FOUNDATION

2013 OVATION PARKWAY
FRANKLIN,TN37067 		NONE PC GENERAL OPERATING 5,000

CASE WESTERN RESERVE UNIVERSITY

10900 EUCLID AVENUE
CLEVELAND,OH441067035 		NONE PC GENERAL PURPOSES 250,000

EVERYBODY MATTERS

3317 E BELL RD SUITE 101 BOX 465
PHOENIX,AZ85032 		NONE PC GENERAL PURPOSES 300,000

AMERICAN UNIVERSITY WAMU

4401 CONNECTICUT AVE NW
WASHINGTON,DC20008 		NONE PC GENERAL SUPPORT 100,000

FOOD BANK OF CENTRAL & EASTERN NC

1924 CAPITAL BLVD
RALEIGH,NC27604 		NONE PC GENERAL 50,000

NATIONAL OUTDOOR LEADERSHIP SCHOOL

284 LINCOLN ST
LANDER,WY82520 		NONE PC GENERAL PURPOSES 50,000

THE COLORADO COLLEGE

14 E CACHE LA POUDRE ST
COLORADO SPRINGS,CO80903 		NONE PC GENERAL PURPOSES 1,559,000

WILD MONTANA ACTION FUND

80 S WARREN ST
HELENA,MT59601 		NONE PC GENERAL OPERATING 100,000

UNITED WAY OF KING COUNTY

720 SECOND AVE
SEATTLE,WA98104 		NONE PC GENERAL OPERATING 100,000

NORTHWEST HARVEST EMM

PO BOX 12272
DSEATLE,WA98102 		NONE PC GENERAL SUPPORT 200,000

SEATTLE AQUARIUM SOCIETY

1483 ALASKAN WAY
SEATTLE,WA981012015 		NONE PC GENERAL OPERATING 801,000

TREEHOUSE

2100 24TH AVE SOUTH 200
SEATTLE,WA98144 		NONE PC GENERAL OPERATING 100,000
Total .................................right arrow 3a 15,193,596
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 569,950  
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 7,149,720  
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) ..   7,719,670  
13Total. Add line 12, columns (b), (d), and (e)..................
13
7,719,670
(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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
THE NORTH STAR CHARITABLE FOUNDATION
 
Employer identification number

46-5425456
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
THE NORTH STAR CHARITABLE FOUNDATION
  		Employer identification number
46-5425456
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
JUSTIN F WHITE
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 3,290,373


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
CHRISTOPHER M WHITE
C/O BBH CO140 BROADWAYPB-TAX
 
NEW YORK, NY10005

$ 9,060


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
VALERIE MARS TRUST
C/O BBH CO140 BROADWAYPB-TAX
 
NEW YORK, NY10005

$ 1,514,060


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
CHRISTOPHER M WHITE
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 315,355


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
CHRISTOPHER M WHITE
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 57,395


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
CHRISTOPHER M WHITE
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 308,472


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE NORTH STAR CHARITABLE FOUNDATION
  		Employer identification number
46-5425456
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
7
CHRISTOPHER M WHITE
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 392,853


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
8
JUSTIN F WHITE
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 177,759


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
9
JUSTIN F WHITE
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 143,290


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
10
JUSTIN F WHITE
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 171,043


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
11
VALERIE MARS TRUST
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 1,654,450


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
12
VALERIE MARS TRUST
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 1,621,018


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE NORTH STAR CHARITABLE FOUNDATION
  		Employer identification number
46-5425456
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
13
VALERIE MARS TRUST
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 1,171,873


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
14
JUSTIN WHITE
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 969,734


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
15
JUSTIN WHITE
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 102,801


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
16
CHRISTOPHER M WHITE
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 649,468


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
17
CHRISTOPHER M WHITE
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 137,798


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
18
CHRISTOPHER M WHITE
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 50,745


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE NORTH STAR CHARITABLE FOUNDATION
  		Employer identification number
46-5425456
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
19
CHRISTOPHER M WHITE
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 41,138


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
20
CHRISTOPHER M WHITE
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 50,978


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
21
CHRISTOPHER M WHITE
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 26,766


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
22
CHRISTOPHER M WHITE
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 31,179


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
23
CHRISTOPHER M WHITE
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 39,560


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
24
CHRISTOPHER M WHITE
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 31,498


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE NORTH STAR CHARITABLE FOUNDATION
  		Employer identification number
46-5425456
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
25
CHRISTOPHER M WHITE
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 65,369


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
26
CHRISTOPHER M WHITE
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 118,662


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
27
CHRISTOPHER M WHITE
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 67,436


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
28
CHRISTOPHER M WHITE
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 143,562


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
29
CHRISTOPHER M WHITE
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 90,666


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
30
CHRISTOPHER M WHITE
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 64,453


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE NORTH STAR CHARITABLE FOUNDATION
  		Employer identification number
46-5425456
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
31
CHRISTOPHER M WHITE
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 75,936


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
32
CHRISTOPHER M WHITE
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 61,585


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
33
CHRISTOPHER M WHITE
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 32,137


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
34
CHRISTOPHER M WHITE
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 43,618


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
35
CHRISTOPHER M WHITE
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 47,694


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
36
CHRISTOPHER M WHITE
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 72,435


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE NORTH STAR CHARITABLE FOUNDATION
  		Employer identification number
46-5425456
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
37
CHRISTOPHER M WHITE
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 59,809


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
38
CHRISTOPHER M WHITE
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 57,416


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
39
CHRISTOPHER M WHITE
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 380,459


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
40
CHRISTOPHER M WHITE
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 84,412


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
41
CHRISTOPHER M WHITE
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 185,741


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
42
CHRISTOPHER M WHITE
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 48,180


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE NORTH STAR CHARITABLE FOUNDATION
  		Employer identification number
46-5425456
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
43
CHRISTOPHER M WHITE
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 319,326


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
44
CHRISTOPHER M WHITE
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 33,421


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
45
CHRISTOPHER M WHITE
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 56,569


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
46
CHRISTOPHER M WHITE
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 18,077


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
47
CHRISTOPHER M WHITE
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 186,923


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
48
CHRISTOPHER M WHITE
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 106,957


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE NORTH STAR CHARITABLE FOUNDATION
  		Employer identification number
46-5425456
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
49
CHRISTOPHER M WHITE
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 121,716


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
50
CHRISTOPHER M WHITE
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 640,776


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
51
CHRISTOPHER M WHITE
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 53,161


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
52
CHRISTOPHER M WHITE
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 238,183


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
53
CHRISTOPHER M WHITE
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 52,997


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
54
CHRISTOPHER M WHITE
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 119,096


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE NORTH STAR CHARITABLE FOUNDATION
  		Employer identification number
46-5425456
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
55
CHRISTOPHER M WHITE
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 26,420


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
56
CHRISTOPHER M WHITE
C/O BBH CO 140 BROADWAY PB-TAX
 
NEW YORK, NY10005

$ 49,543


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
THE NORTH STAR CHARITABLE FOUNDATION
  		Employer identification number

46-5425456
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
3
 634 SHARES KLA CORPORATION $447,474.03 11,494 SHARES ALCON INC $1,066,585.73 $ 1,514,060 2024-08-02
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
4
 4,468.049 SHS AKRE FOCUS FUND $315,354.90 $ 315,355 2024-12-10
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
5
 133 SHARES AMAZON.COM INC $30,023.42 19 SHARES KLA CORPORATION $12,303.26 61 SHARES PROGRESSIVE CORP $ 57,394 2024-12-18
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
6
 22 SHARES BOOKING HOLDINGS INC $111,100.44 306 SHARES MASTERCARD INC $161,693.46 212 SHARES ORACLE C $ 308,472 2024-12-18
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
7
 274 SHARES ALASKA AIR GROUP INC $17,422.30 35 SHARES ALLSTATE CORP $6,776.18 1,443 SHARES AMAZON.COM $ 392,853 2024-12-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
8
 70 AMAZON.COM INC $15,961.40 67 SHARES PROGRESSIVE CORP OHIO $16,853.85 1,536.367 SHS GQG PART EMERG $ 177,759 2024-12-13
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE NORTH STAR CHARITABLE FOUNDATION
  		Employer identification number

46-5425456
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
9
 159 SHARES ALPHABET INC CL C $30,654.41 2,337.938 SHS CLARKSTON SERIES TRUST $35,489.90 3,908.795 SH $ 143,290 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
10
 19 SHARES COSTCO WHOLESALE CORP $18,739.32 43 SHARES MASTERCARD INCORP $22,860.95 117 SHARES ORACLE $ 171,043 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
11
 366 SHARES DECKERS OUTDOOR CORP $75,040.98 995 SHARES MICROSOFT CORP $450,386.75 3,678 SHARES WALMAR $ 1,654,450 2024-12-12
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
12
 53 SHARES META PLATFORMS INC A $33,492.03 87 SHARES GE VERNOVA INC $29,205.47 22 SHARES INGERSOLL RA $ 1,621,018 2024-12-12
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
13
 2,846 SHARES ORACLE CORP $502,048.54 1,857 SHARES EATON CORP PLC $669,824.56 $ 1,171,873 2024-12-12
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
14
 929 SHARES AMAZON.COM INC $209,712.46 64 SHARES KLA CORPORATION $41,442.56 1,830 SHARES ALPHABET INC $ 969,734 2024-12-18
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE NORTH STAR CHARITABLE FOUNDATION
  		Employer identification number

46-5425456
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
15
 321 SHARES ORACLE CORP $54,022.70 184 SHARES WASTE MANAGEMENT INC $38,136.76 63 SHARES ZOETIS INC $1 $ 102,801 2024-12-18
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
16
 244 SHARES AMPHENOL CORP CL A $17,877.88 2,428 SHARES APPLE COMPUTER INC $603,442.98 140 SHARES ARIS $ 649,468 2024-12-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
17
 181 SHS AUTOMATIC DATA PROCESSING $54,766.09 22 SHS AVALONBAY COMMUNITIES INC $4,973.21 1,463 SHS BA $ 137,798 2024-12-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
18
 60 SHARES BEST BUY INC $5,251.51 42 SHARES BOSTON PROPERTIES INC $3,390.45 347 SHARES BOSTON SCIENTI $ 50,745 2024-12-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
19
 10 SHARE CARMAX INC $872.35 146 SHARES CARNIVAL CORP COMM $3,837.61 16 SHARES CATALENT INC $1,003.84 $ 41,138 2024-12-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
20
 200 SHS CHIPOTLE MEXICAN GRILL $13,072.00 13 SHS CINCINNATI FINANCIAL CORP $1,957.93 32 SHARES CINTA $ 50,978 2024-12-11
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE NORTH STAR CHARITABLE FOUNDATION
  		Employer identification number

46-5425456
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
21
 127 SHARES COPART INC $7,896.23 116 SHARES CORNING INC $5,583.08 1 SHARES CORPAY INC $362.38 69 SHAR $ 26,766 2024-12-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
22
 108 SHARES WALT DISNEY COMPANY $12,366.54 30 SHS DISCOVER FINANCIAL SERV $5,307.30 56 SHARES DOVER C $ 31,179 2024-12-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
23
 52 SHARES ECOLAB INC $12,819.56 127 SHARES EMERSON ELECTRIC CO $16,589.06 22 SHARES EQUIFAX INC $5,7 $ 39,560 2024-12-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
24
 78 SHARES FASTENAL CO $6,200.61 18 SHARES FIRST SOLAR INC $3,633.66 98 SHARES FISERV INC $19,934.67 $ 31,498 2024-12-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
25
 154 SHARES GENERAL ELECTRIC CO $26,269.32 11 SHARES WW GRAINGER INC $12,757.69 205 SHARES HARTFORD F $ 65,369 2024-12-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
26
 182 SHARES HOME DEPOT $77,272.65 294 SHARES HOWMET AEROSPACE INC $33,992.28 9 SHARES HUBBELLINC CL B $ 118,662 2024-12-11
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE NORTH STAR CHARITABLE FOUNDATION
  		Employer identification number

46-5425456
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
27
 42 SHARES HYATT HOTELS CORP $6,788.46 161 SHS INTL BUSINESS MACHINES $37,205.49 87 SHARES KELLANOVA $ 67,436 2024-12-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
28
 54 LENNAR CORP A $8,653.77 131 SHARES ELI LILLY & CO $103,869.25 95 SHARES LOWE'S COS INC $25,672.80 $ 143,562 2024-12-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
29
 149 SHARES MICRON TECHNOLOGY INC $14,975.99 68 SHS MOODYS INVESTORS SERVICES $33,732.43 251 SHARES M $ 90,666 2024-12-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
30
 104 SHARES NASDAQ INC $8,392.80 38 SHARES NORTHERN TRUST CORP $4,063.34 95 SHARES GEN DIGITAL INC $2 $ 64,453 2024-12-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
31
 24 SHARES PNC FINANCIAL SERVICES $4,912.08 236 SHARES PACCAR INC $27,438.56 46 SHARES PALOALTO NETWO $ 75,936 2024-12-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
32
 9 SHARES REVVITY INC $1,059.21 123 SHARES PROGRESSIVE CORP OHIO $30,151.62 188 SHARES PRUDENTIAL FIN $ 61,585 2024-12-11
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE NORTH STAR CHARITABLE FOUNDATION
  		Employer identification number

46-5425456
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
33
 27 SHARES RAYMOND JAME FINANCIAL $4,369.14 23 SHARES RESMED INC $5,614.76 70 SHARES SCHWAB CHARLES C $ 32,137 2024-12-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
34
 13 SHS SIMON PROPERTY GROUP REIT $2,313.03 47 SHARES STATE STREET CORP $4,710.58 60 SHARES STRYKER C $ 43,618 2024-12-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
35
 138 SHARES T-MOBILE US INC $32,427.24 23 SHS TAKE-TWO INTERACTIVE SFTWRE $4,339.01 17 SHARES TERADYN $ 47,694 2024-12-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
36
 39 SHARES TRANSFIGM GROUP INC $49,080.14 110 SHARES TRIMBLE NAVIGATION LTD $8,129.83 6 SHARES TYSON $ 72,435 2024-12-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
37
 39 SHS UNITED AIRLINES HOLDINGS $3,850.08 9 SHARES UNITED RENTALS INC $7,237.89 9 SHARES VULCAN MATE $ 59,809 2024-12-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
38
 8 SHARES WATERS CORP $3,123.44 676 SHARES WELLS FARGO & CO $48,702.43 22 SHARES WESTERN DIGITAL CORP $ 57,416 2024-12-11
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE NORTH STAR CHARITABLE FOUNDATION
  		Employer identification number

46-5425456
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
39
 1,517 SHARES AT& INC $35,406.78 848 SHARES ALPHABET INC CL C $162,455.60 905 SHARES ALPHABET INC CL $ 380,459 2024-12-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
40
 40 SHARES AXON ENTERPRISE INC $25,722.80 240 SHARES BAKER HUGHES COMPANY $10,064.41 80 SHARES BLACKS $ 84,412 2024-12-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
41
 6 SHARES BOOKING HOLDINGS INC $31,599.75 22 SHS BROADRIDGE FINL SOLUTIONS $5,191.01 700 SHARES BROAD $ 185,741 2024-12-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
42
 65 SHARES CH ROBINSON WORLDWIDE $7,122.70 70 SHARES CAPITAL ONE FINANCIAL $12,941.60 116 SHARES CARR $ 48,180 2024-12-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
43
 84 SHARES COSTCO WHOLESALE CLRP $84,058.38 64 SHARES ENTERGY CORP $9,489.92 25 SHS EXTRA SPACE STORA $ 319,326 2024-12-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
44
 105 SHS FIDELITY NATIONAL INFORM $8,888.78 90 SHARES FORTINET INC $8,807.85 38 SHARES GE VERNOVA INC $ 33,421 2024-12-11
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE NORTH STAR CHARITABLE FOUNDATION
  		Employer identification number

46-5425456
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
45
 56 SHARES GOLDMAN SACHS GROUP $33,065.48 30 SHARES HCA HEALTHCARE INC $9,489.75 124 SHARES HEALTHPEA $ 56,569 2024-12-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
46
 6 SHS HILTON WORLDWIDE HOLDINGS $1,538.76 19 SHARES INCYTE CORP $1,380.26 116 SHARES INGERSOLL RAND $ 18,077 2024-12-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
47
 140 SHS INTERCONTINENTALEXCHANGE $22,221.50 67 SHARES INTUITIVE SURGICAL INC $36,384.69 23 SHARES IR $ 186,923 2024-12-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
48
 292 SHARES JUNIPER NETWORKS INC $10,876.27 82 SHARES KEYSIGHT TECHNOLOGIES $13,852.68 12 SHARES M & $ 106,957 2024-12-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
49
 132 SHARES METLIFE INC $10,695.30 27 SHARES NETAPP INC $3,325.52 76 SHARES NETFLIX INC $70,862.40 1, $ 121,716 2024-12-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
50
 4,180 SHARES NVIDIA CORP $575,565.10 222 SHARES ORACLE CORP $39,543.75 225 SHARES OTIS WORLDWIDE COR $ 640,776 2024-12-11
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
THE NORTH STAR CHARITABLE FOUNDATION
  		Employer identification number

46-5425456
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
51
 38 SHARES T ROWE PRICE GROUP INC $4,656.52 24 SHARES PUBLIC STORAGE $7,810.68 22 SHARES QUANTA SERVI $ 53,161 2024-12-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
52
 174 SHARES SALESFORCE.COM INC $61,952.70 34 SHARES SERVICENOW INC $38,978.79 60 SHARES SYNCHRONY FIN $ 238,183 2024-12-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
53
 138 SHARES TRAVELERS COS INC $33,690.64 194 SHARES TRUIST FINANCIAL CORP $8,871.53 85 SHARES VERALTO $ 52,997 2024-12-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
54
 228 SHARES VISA INC CL A $71,451.81 69 SHARES WELLTOWER INC REIT $8,879.61 91 SHARES XYLEM INC $11,4 $ 119,096 2024-12-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
55
 180 SHARES INVESCO LTD $3,341.25 120 SHS JOHNSON CONTROLS INTERL $10,002.60 26 SHARES LINDE PLC $11, $ 26,420 2024-12-11
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
56
 131 SHARES PENTAIR PLC $14,310.44 39 SHARES TRANE TECHNOLOGIES PLC $15,569.00 38 SHS WILLIS TOWERS W $ 49,543 2024-12-11
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
THE NORTH STAR CHARITABLE FOUNDATION
  		Employer identification number

46-5425456
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
THE NORTH STAR CHARITABLE FOUNDATION
EIN:
46-5425456
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 4,700     4,700

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE NORTH STAR CHARITABLE FOUNDATION
EIN:
46-5425456
Name of Bond End of Year Book Value End of Year Fair Market Value
BBH LIMITED DURATION FD CL I 14,618,637 14,795,713

TY 2024 OtherDecreasesSchedule
Name:
THE NORTH STAR CHARITABLE FOUNDATION
EIN:
46-5425456
Description Amount
ADJUSTMENT FOR CONTRIBTED ASSETS TO COST 7,319,220
MUTUAL FUND TIMING DIFFERENCES 1,820


TY 2024 OtherExpensesSchedule
Name:
THE NORTH STAR CHARITABLE FOUNDATION
EIN:
46-5425456
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER NON-ALLOCABLE EXPENSE - 1,064 1,064   0


TY 2024 OtherIncreasesSchedule
Name:
THE NORTH STAR CHARITABLE FOUNDATION
EIN:
46-5425456
Description Amount
ROUNDING 9


TY 2024 TaxesSchedule
Name:
THE NORTH STAR CHARITABLE FOUNDATION
EIN:
46-5425456
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE 103,200 0   0
FOREIGN TAXES ON QUALIFIED FOR 109 109   0