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 CHARLES ENGELHARD FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)25 DEFOREST AVE FLOOR 3
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SUMMIT, NJ079012140
A Employer identification number

22-6063032
B Telephone number (see instructions)

(908) 795-1392
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$61,014,074J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 970,416 970,416  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,249,356
b Gross sales price for all assets on line 6a 1,285,166
7 Capital gain net income (from Part IV, line 2)... 1,249,356
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)....... Click to see attachment
List of Attached Documents:
// Content
989,554 982,445  
12 Total. Add lines 1 through 11........ 3,209,326 3,202,217  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 25,000     25,000
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
449 0 0 449
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
36,976 0 0 36,976
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
310,552 310,552   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
31,067 2,077   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
250 250    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 404,294 312,879 0 62,425
25 Contributions, gifts, grants paid....... 4,514,149 4,514,149
26 Total expenses and disbursements. Add lines 24 and 25 4,918,443 312,879 0 4,576,574
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,709,117
b Net investment income (if negative, enter -0-) 2,889,338
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............. 828,938 1,692,930 1,692,930
2 Savings and temporary cash investments......... 3,065,272 949,522 949,522
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)....... 24,386,587 Click to see attachment
List of Attached Documents:
// Content
28,064,324 		28,064,324
c Investments—corporate bonds (attach schedule)....... 5,100,095 Click to see attachment
List of Attached Documents:
// Content
5,152,526 		5,152,526
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).......... 21,147,653 Click to see attachment
List of Attached Documents:
// Content
24,929,373 		24,929,373
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
3,267,670 		Click to see attachment
List of Attached Documents:
// Content
225,399 		Click to see attachment
List of Attached Documents:
// Content
225,399
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 57,796,215 61,014,074 61,014,074
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........ 57,796,215 61,014,074
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)..... 57,796,215 61,014,074
30 Total liabilities and net assets/fund balances (see instructions). 57,796,215 61,014,074
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
57,796,215
2
Enter amount from Part I, line 27a .....................
2
-1,709,117
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
4,927,006
4
Add lines 1, 2, and 3 ..........................
4
61,014,104
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
30
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
61,014,074
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 1. FIDELITY INVESTMENT A/C ENDING 6541 TRAD     2024-12-31
b 1. FIDELITY INVESTMENT A/C ENDING 6541 TRAD     2024-12-31
c 1. ADD     2024-12-31
d 1. ADD     2024-12-31
e 1. ADD     2024-12-31
1. ADD     2024-12-31
1. ADD     2024-12-31
1. ADD     2024-12-31
1. ADD     2024-12-31
1. ADD     2024-12-31
1. ADD     2024-12-31
1. ADD   2000-01-01 2024-12-31
(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 1   10,799 -10,798
b 458,090   1 458,089
c 204,161   1 204,160
d 21,131   1 21,130
e 238,409   1 238,408
22,057   1 22,056
192,004   1 192,003
53,989   1 53,988
29,695   1 29,694
21,986   1 21,985
43,642   1 43,641
1   25,001 -25,000
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       -10,798
b       458,089
c       204,160
d       21,130
e       238,408
      22,056
      192,003
      53,988
      29,694
      21,985
      43,641
      -25,000
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,249,356
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 40,162
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 40,162
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 40,162
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 120,428
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 120,428
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 80,266
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow40,164 Refundedright arrow 11 40,102
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 arrowNY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowJP Morgan Chase Bank NA, James Largey Telephone no.right arrow (908) 795-1392

Located atright arrow25 DEFOREST AVENUE FLOOR 3SUMMITNJ ZIP+4right arrow079012140
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
CHARLENE B ENGELHARD TRUSTEE
2 		0    
645 FIFTH AVENUE
NEW YORK,NY10022
SOPHIE ENGELHARD CRAIGHEAD TRUSTEE
2 		0    
645 FIFTH AVENUE
NEW YORK,NY10022
SUSAN O'CONNOR TRUSTEE
2 		0    
645 FIFTH AVENUE
NEW YORK,NY10022
ANNE E DE LA RENTA TRUSTEE
2 		0    
645 FIFTH AVENUE
NEW YORK,NY10022
SALLY E PINGREE TRUSTEE
2 		0    
645 FIFTH AVENUE
NEW YORK,NY10022
EDWARD G BEIMFOHR TREASURER
2 		0    
645 FIFTH AVENUE
NEW YORK,NY10022
MICHAEL HOLLAND TRUSTEE
1 		25,000    
645 FIFTH AVENUE
NEW YORK,NY10022
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
JP MORGAN CHASE BANK NA INVESTMENT MGMT 310,552
270 PARK AVE
NEW YORK,NY10172
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
56,741,747
b
Average of monthly cash balances.......................
1b
3,399,843
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
60,141,590
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
60,141,590
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
902,124
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
59,239,466
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,961,973
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
2,961,973
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
40,162
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
40,162
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,921,811
4
Recoveries of amounts treated as qualifying distributions................
4
50,000
5
Add lines 3 and 4............................
5
2,971,811
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
2,971,811
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
4,576,574
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
4,576,574
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 2,971,811
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...... 3,873,650
b From 2020...... 3,823,870
c From 2021...... 3,208,650
d From 2022...... 2,920,848
e From 2023...... 2,990,095
f Total of lines 3a through e ........ 16,817,113
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 4,576,574
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..... 2,971,811
e Remaining amount distributed out of corpus 1,604,763
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 18,421,876
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) ... 		3,873,650
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		14,548,226
10 Analysis of line 9:
a Excess from 2020.... 3,823,870
b Excess from 2021.... 3,208,650
c Excess from 2022.... 2,920,848
d Excess from 2023.... 2,990,095
e Excess from 2024.... 1,604,763
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

SEE ATTACHED STATEMENT

25 DEFOREST AVE FLOOR 3
SUMMIT,NJ079012140 		NONE PC GENERAL 4,514,149
Total .................................right arrow 3a 4,514,149
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 ....     14 970,416  
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 1,249,356  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOAKTREE K-1 INCOME 		    14 989,554  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   3,209,326  
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,209,326
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE CHARLES ENGELHARD FOUNDATION
EIN:
22-6063032
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EY TAX PREP FEES 36,976     36,976

TY 2024 ContractorCompensationExpln
Name:
THE CHARLES ENGELHARD FOUNDATION
EIN:
22-6063032
Contractor Explanation
JP MORGAN CHASE BANK NA Investment management and adminstration

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

TY 2024 ExpenditureResponsibilityStmt
Name:
THE CHARLES ENGELHARD FOUNDATION
EIN:
22-6063032
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
Hummingbird Music
  		2Q57 Belmont Road
Port Elizabeth,BequiaVC0400
VC 		2024-05-23 10,000 General Student Support     12/31/2024 2024-12-31  

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE CHARLES ENGELHARD FOUNDATION
EIN:
22-6063032
Name of Bond End of Year Book Value End of Year Fair Market Value
4812C0167 JPM SHORT DURATION B 5,152,526 5,152,526

TY 2024 InvestmentsCorpStockSchedule
Name:
THE CHARLES ENGELHARD FOUNDATION
EIN:
22-6063032
Name of Stock End of Year Book Value End of Year Fair Market Value
464288570 ISHARES MSCI KLD 400 2,982,042 2,982,042
922908710 VANGUARD 500 INDEX-A 5,196,358 5,196,358
81369Y605 FINANCIAL SELECT SEC 1,403,020 1,403,020
83002G504 SIX CIRCLE MGD EQ US 10,658,059 10,658,059
464287507 ISHARES CORE S&P MID 726,846 726,846
315911727 FIDELITY INTL INDX-I 1,132,765 1,132,765
46641Q225 JPMORGAN BETABUILDER 672,864 672,864
83002G603 SIX CIRCLE MGD EQ IN 3,402,555 3,402,555
46641Q191 JPMORGAN BETABUILDER 329,860 329,860
46641Q217 JPMORGAN BETABUILDER 1,124,422 1,124,422
46641Q233 JPMORGAN BETABUILDER 435,533 435,533

TY 2024 InvestmentsOtherSchedule2
Name:
THE CHARLES ENGELHARD FOUNDATION
EIN:
22-6063032
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
218382-91-9 OAKTREE HIGH YIELD FMV 607,218 607,218
218383-91-7 OAKTREE SENIOR LOA FMV 10,320,509 10,320,509
002824-10-0 ABBOTT LABORATORIE FMV 67,527 67,527
00724F-10-1 ADOBE INC      
007903-10-7 ADVANCED MICRO DEV      
001084-10-2 AGCO CORP      
00846U-10-1 AGILENT TECHNOLOGI FMV 89,605 89,605
009066-10-1 AIRBNB INC-CLASS A      
016255-10-1 ALIGN TECHNOLOGY I      
G0176J-10-9 ALLEGION PLC FMV 70,959 70,959
02043Q-10-7 ALNYLAM PHARMACEUT      
02079K-30-5 ALPHABET INC-CL A FMV 211,070 211,070
02079K-10-7 ALPHABET INC-CL C FMV 261,474 261,474
023135-10-6 AMAZON.COM INC FMV 354,315 354,315
025816-10-9 AMERICAN EXPRESS C FMV 51,938 51,938
030420-10-3 AMERICAN WATER WOR FMV 44,194 44,194
031162-10-0 AMGEN INC FMV 33,623 33,623
032095-10-1 AMPHENOL CORP-CL A FMV 28,544 28,544
03662Q-10-5 ANSYS INC FMV 53,298 53,298
G0403H-10-8 AON PLC-CLASS A FMV 39,867 39,867
037833-10-0 APPLE INC FMV 458,519 458,519
038222-10-5 APPLIED MATERIALS FMV 76,924 76,924
G6095L-10-9 APTIV PLC      
G0450A-10-5 ARCH CAPITAL GROUP      
03990B-10-1 ARES MANAGEMENT CO      
040413-10-6 ARISTA NETWORKS IN      
363576-10-9 ARTHUR J GALLAGHER FMV 17,315 17,315
N07059-21-0 ASML HOLDING NV-NY      
052769-10-6 AUTODESK INC FMV 52,316 52,316
053332-10-2 AUTOZONE INC FMV 73,646 73,646
05352A-10-0 AVANTOR INC      
053611-10-9 AVERY DENNISON COR FMV 118,828 118,828
084670-70-2 BERKSHIRE HATHAWAY FMV 193,551 193,551
09247X-10-1 BLACKROCK INC      
09260D-10-7 BLACKSTONE INC FMV 57,588 57,588
097023-10-5 BOEING CO/THE      
09857L-10-8 BOOKING HOLDINGS I FMV 203,705 203,705
099724-10-6 BORGWARNER INC      
055622-10-4 BP PLC-SPONS ADR      
110122-10-8 BRISTOL-MYERS SQUI      
11135F-10-1 BROADCOM INC FMV 140,959 140,959
12008R-10-7 BUILDERS FIRSTSOUR FMV 15,722 15,722
136385-10-1 CANADIAN NATURAL R FMV 24,202 24,202
142339-10-0 CARLISLE COS INC FMV 52,006 52,006
143130-10-2 CARMAX INC FMV 107,923 107,923
14448C-10-4 CARRIER GLOBAL COR FMV 152,834 152,834
149123-10-1 CATERPILLAR INC      
12514G-10-8 CDW CORP/DE FMV 61,436 61,436
15118V-20-7 CELSIUS HOLDINGS I      
03073E-10-5 CENCORA INC FMV 50,104 50,104
15135U-10-9 CENOVUS ENERGY INC FMV 27,876 27,876
15135B-10-1 CENTENE CORP      
15189T-10-7 CENTERPOINT ENERGY FMV 31,635 31,635
16411R-20-8 CHENIERE ENERGY IN      
169656-10-5 CHIPOTLE MEXICAN G FMV 13,206 13,206
H1467J-10-4 CHUBB LTD FMV 19,065 19,065
G25839-10-4 COCA-COLA EUROPACI FMV 18,204 18,204
192422-10-3 COGNEX CORP FMV 42,458 42,458
192446-10-2 COGNIZANT TECH SOL      
20825C-10-4 CONOCOPHILLIPS FMV 53,552 53,552
G25508-10-5 CRH PLC FMV 50,793 50,793
228368-10-6 CROWN HOLDINGS INC      
244199-10-5 DEERE & CO FMV 22,880 22,880
24703L-20-2 DELL TECHNOLOGIES FMV 27,197 27,197
254709-10-8 DISCOVER FINANCIAL FMV 52,315 52,315
256677-10-5 DOLLAR GENERAL COR      
256746-10-8 DOLLAR TREE INC FMV 50,659 50,659
25809K-10-5 DOORDASH INC - A FMV 47,977 47,977
260003-10-8 DOVER CORP      
23331A-10-9 DR HORTON INC FMV 72,007 72,007
26614N-10-2 DUPONT DE NEMOURS      
G29183-10-3 EATON CORP PLC FMV 57,745 57,745
28176E-10-8 EDWARDS LIFESCIENC FMV 9,402 9,402
532457-10-8 ELI LILLY & CO FMV 117,344 117,344
29670G-10-2 ESSENTIAL UTILITIE      
30063P-10-5 EXACT SCIENCES COR      
G3421J-10-6 FERGUSON PLC      
336433-10-7 FIRST SOLAR INC      
337932-10-7 FIRSTENERGY CORP FMV 34,290 34,290
339041-10-5 FLEETCOR TECHNOLOG      
34959J-10-8 FORTIVE CORP FMV 31,050 31,050
35671D-85-7 FREEPORT-MCMORAN I      
358029-10-6 FRESENIUS MEDICAL FMV 68,011 68,011
369550-10-8 GENERAL DYNAMICS C FMV 30,828 30,828
37940X-10-2 GLOBAL PAYMENTS IN      
38141G-10-4 GOLDMAN SACHS GROU FMV 86,466 86,466
406216-10-1 HALLIBURTON CO      
40412C-10-1 HCA HEALTHCARE INC      
443201-10-8 HOWMET AEROSPACE I      
443510-60-7 HUBBELL INC FMV 55,712 55,712
443573-10-0 HUBSPOT INC FMV 23,690 23,690
446150-10-4 HUNTINGTON BANCSHA FMV 43,408 43,408
G4705A-10-0 ICON PLC      
45167R-10-4 IDEX CORP FMV 47,090 47,090
45866F-10-4 INTERCONTINENTAL E FMV 20,265 20,265
459506-10-1 INTL FLAVORS & FRA FMV 23,674 23,674
461202-10-3 INTUIT INC FMV 38,339 38,339
46120E-60-2 INTUITIVE SURGICAL FMV 91,865 91,865
466313-10-3 JABIL INC      
46982L-10-8 JACOBS SOLUTIONS I FMV 31,534 31,534
628263-94-9 JPM 100% US TREAS      
46625H-10-0 JPMORGAN CHASE & C FMV 145,983 145,983
49177J-10-2 KENVUE INC FMV 38,451 38,451
49271V-10-0 KEURIG DR PEPPER I      
500472-30-3 KONINKLIJKE PHILIP FMV 75,200 75,200
512807-10-8 LAM RESEARCH CORP      
525327-10-2 LEIDOS HOLDINGS IN FMV 31,693 31,693
G54950-10-3 LINDE PLC FMV 86,665 86,665
501889-20-8 LKQ CORP      
548661-10-7 LOWE'S COS INC      
56585A-10-2 MARATHON PETROLEUM FMV 31,667 31,667
571903-20-2 MARRIOTT INTERNATI      
574599-10-6 MASCO CORP FMV 131,932 131,932
57636Q-10-4 MASTERCARD INC - A FMV 145,860 145,860
58155Q-10-3 MCKESSON CORP FMV 84,347 84,347
58733R-10-2 MERCADOLIBRE INC FMV 37,410 37,410
30303M-10-2 META PLATFORMS INC FMV 274,604 274,604
592688-10-5 METTLER-TOLEDO INT FMV 56,289 56,289
552953-10-1 MGM RESORTS INTERN FMV 11,677 11,677
595017-10-4 MICROCHIP TECHNOLO FMV 81,724 81,724
595112-10-3 MICRON TECHNOLOGY FMV 95,858 95,858
594918-10-4 MICROSOFT CORP FMV 422,765 422,765
60770K-10-7 MODERNA INC      
608190-10-4 MOHAWK INDUSTRIES      
60937P-10-6 MONGODB INC      
61174X-10-9 MONSTER BEVERAGE C      
617446-44-8 MORGAN STANLEY FMV 44,505 44,505
55354G-10-0 MSCI INC      
64110L-10-6 NETFLIX INC FMV 152,416 152,416
665859-10-4 NORTHERN TRUST COR      
67066G-10-4 NVIDIA CORP FMV 542,532 542,532
N6596X-10-9 NXP SEMICONDUCTORS FMV 15,173 15,173
680665-20-5 OLIN CORP      
681919-10-6 OMNICOM GROUP FMV 28,049 28,049
682189-10-5 ON SEMICONDUCTOR      
68389X-10-5 ORACLE CORP FMV 159,141 159,141
68902V-10-7 OTIS WORLDWIDE COR      
697435-10-5 PALO ALTO NETWORKS FMV 26,930 26,930
704551-10-0 PEABODY ENERGY COR      
G7S00T-10-4 PENTAIR PLC FMV 48,408 48,408
718172-10-9 PHILIP MORRIS INTE FMV 65,591 65,591
718546-10-4 PHILLIPS 66 FMV 11,963 11,963
743315-10-3 PROGRESSIVE CORP FMV 100,157 100,157
747525-10-3 QUALCOMM INC      
74762E-10-2 QUANTA SERVICES IN FMV 36,346 36,346
75886F-10-7 REGENERON PHARMACE FMV 13,534 13,534
760759-10-0 REPUBLIC SERVICES FMV 58,342 58,342
75513E-10-1 RTX CORP      
79466L-30-2 V SALESFORCE INC FMV 47,809 47,809
80105N-10-5 SANOFI-ADR FMV 5,981 5,981
803054-20-4 SAP SE-SPONSORED A      
806857-10-8 SCHLUMBERGER LTD FMV 72,079 72,079
808513-10-5 SCHWAB (CHARLES) C FMV 168,299 168,299
81762P-10-2 SERVICENOW INC FMV 101,772 101,772
82509L-10-7 SHOPIFY INC - CLAS FMV 29,028 29,028
826197-50-1 SIEMENS AG-SPONS A      
83175M-20-5 SMITH & NEPHEW PLC FMV 48,423 48,423
835699-30-7 SONY GROUP CORP - FMV 103,578 103,578
L8681T-10-2 SPOTIFY TECHNOLOGY FMV 55,923 55,923
78467J-10-0 SS&C TECHNOLOGIES      
855244-10-9 STARBUCKS CORP FMV 24,364 24,364
G8473T-10-0 STERIS PLC FMV 44,401 44,401
871607-10-7 SYNOPSYS INC FMV 66,009 66,009
871829-10-7 SYSCO CORP FMV 147,950 147,950
874054-10-9 TAKE-TWO INTERACTI      
H84989-10-4 TE CONNECTIVITY LT      
878742-20-4 TECK RESOURCES LTD FMV 27,723 27,723
88160R-10-1 TESLA INC FMV 177,286 177,286
882508-10-4 TEXAS INSTRUMENTS FMV 63,003 63,003
125523-10-0 THE CIGNA GROUP FMV 5,799 5,799
872540-10-9 TJX COMPANIES INC FMV 40,230 40,230
872590-10-4 T-MOBILE US INC FMV 30,902 30,902
891092-10-8 TORO CO      
88339J-10-5 TRADE DESK INC/THE FMV 20,803 20,803
G8994E-10-3 TRANE TECHNOLOGIES FMV 73,131 73,131
893641-10-0 TRANSDIGM GROUP IN FMV 55,760 55,760
90353T-10-0 UBER TECHNOLOGIES FMV 51,453 51,453
90384S-30-3 ULTA BEAUTY INC      
904767-70-4 UNILEVER PLC-SPONS FMV 97,921 97,921
911363-10-9 UNITED RENTALS INC FMV 56,355 56,355
91324P-10-2 UNITEDHEALTH GROUP FMV 161,369 161,369
912008-10-9 US FOODS HOLDING C FMV 46,412 46,412
2338C-10-3 VERALTO CORP FMV 51,231 51,231
929740-10-8 WABTEC CORP FMV 34,505 34,505
931142-10-3 WALMART INC FMV 24,485 24,485
934423-10-4 WARNER BROS DISCOV      
94106L-10-9 WASTE MANAGEMENT I FMV 89,393 89,393
941848-10-3 WATERS CORP FMV 67,147 67,147
949746-10-1 WELLS FARGO & CO FMV 41,863 41,863
95082P-10-5 WESCO INTERNATIONA      
963320-10-6 WHIRLPOOL CORP      
971378-10-4 WILLSCOT MOBILE MI      
98138H-10-1 WORKDAY INC-CLASS      
384802-10-4 WW GRAINGER INC FMV 17,919 17,919
111111-11-1 BLACKHORN VENTURES      
00287Y-10-9 ABBVIE INC FMV 62,550 62,550
01609W-10-2 ALIBABA GROUP HOLD FMV 11,107 11,107
03831W-10-8 APPLOVIN CORP-CLAS FMV 23,640 23,640
03852U-10-6 ARAMARK FMV 122,750 122,750
040413-20-5 ARISTA NETWORKS IN FMV 54,381 54,381
046353-10-8 ASTRAZENECA PLC-SP FMV 22,211 22,211
05329W-10-2 AUTONATION INC FMV 27,514 27,514
09290D-10-1 BLACKROCK INC FMV 66,632 66,632
09581B-10-3 BLUE OWL CAPITAL I FMV 35,402 35,402
126408-10-3 CSX CORP FMV 84,838 84,838
191216-10-0 COCA-COLA CO/THE FMV 54,727 54,727
219948-10-6 CORPAY INC FMV 40,949 40,949
247361-70-2 DELTA AIR LINES IN FMV 30,855 30,855
25278X-10-9 DIAMONDBACK ENERGY FMV 47,838 47,838
254687-10-6 WALT DISNEY CO/THE FMV 32,069 32,069
291011-10-4 EMERSON ELECTRIC C FMV 75,597 75,597
303250-10-4 FAIR ISAAC CORP FMV 27,873 27,873
31488V-10-7 FERGUSON ENTERPRIS FMV 171,314 171,314
31620M-10-6 FIDELITY NATIONAL FMV 50,320 50,320
42824C-10-9 HEWLETT PACKARD EN FMV 20,987 20,987
436440-10-1 HOLOGIC INC FMV 23,285 23,285
437076-10-2 HOME DEPOT INC FMV 54,070 54,070
438516-10-6 HONEYWELL INTERNAT FMV 66,186 66,186
444859-10-2 HUMANA INC FMV 5,835 5,835
459200-10-1 INTERNATIONAL BUSI FMV 47,263 47,263
478160-10-4 JOHNSON & JOHNSON FMV 37,023 37,023
48242W-10-6 KBR INC FMV 15,000 15,000
482480-10-0 KLA CORP FMV 37,177 37,177
48251W-10-4 KKR & CO INC FMV 63,601 63,601
49338L-10-3 KEYSIGHT TECHNOLOG FMV 28,753 28,753
496902-40-4 KINROSS GOLD CORP FMV 21,126 21,126
50212V-10-0 LPL FINANCIAL HOLD FMV 56,813 56,813
512807-30-6 LAM RESEARCH CORP FMV 15,385 15,385
526057-10-4 LENNAR CORP-A FMV 23,183 23,183
580135-10-1 MCDONALD'S CORP FMV 41,164 41,164
632307-10-4 NATERA INC FMV 10,923 10,923
65339F-10-1 NEXTERA ENERGY INC FMV 22,152 22,152
653656-10-8 NICE LTD - SPON AD FMV 19,871 19,871
655844-10-8 NORFOLK SOUTHERN C FMV 42,011 42,011
67103H-10-7 O'REILLY AUTOMOTIV FMV 68,776 68,776
69351T-10-6 PPL CORP FMV 29,831 29,831
70450Y-10-3 PAYPAL HOLDINGS IN FMV 35,847 35,847
74834L-10-0 QUEST DIAGNOSTICS FMV 93,533 93,533
770323-10-3 ROBERT HALF INC FMV 22,336 22,336
81369Y-70-4 INDUSTRIAL SELECT FMV 187,494 187,494
852234-10-3 BLOCK INC FMV 11,099 11,099
874039-10-0 TAIWAN SEMICONDUCT FMV 41,868 41,868
883556-10-2 THERMO FISHER SCIE FMV 7,283 7,283
88579Y-10-1 3M CO FMV 40,922 40,922
888AOV-91-0 BLACKHORN VENTURES FMV 1,022,057 1,022,057
896239-10-0 TRIMBLE INC FMV 21,198 21,198
907818-10-8 UNION PACIFIC CORP FMV 60,431 60,431
910047-10-9 UNITED AIRLINES HO FMV 29,227 29,227
92537N-10-8 VERTIV HOLDINGS CO FMV 21,245 21,245
98419M-10-0 XYLEM INC FMV 34,110 34,110
G3265R-10-7 APTIV PLC FMV 36,651 36,651
G5960L-10-3 MEDTRONIC PLC FMV 5,911 5,911
G7496G-10-3 RENAISSANCERE HOLD FMV 51,255 51,255
G8267P-10-8 SMURFIT WESTROCK P FMV 27,630 27,630
G87052-10-9 TE CONNECTIVITY PL FMV 55,043 55,043
PEJPAA-JW-5 PEG GLOBAL PRIVATE FMV 568,725 568,725
Y2573F-10-2 FLEX LTD FMV 39,273 39,273
628268-05-4 JPM 100% US TREAS FMV 85,479 85,479

TY 2024 LegalFeesSchedule
Name:
THE CHARLES ENGELHARD FOUNDATION
EIN:
22-6063032
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 449     449


TY 2024 OtherAssetsSchedule
Name:
THE CHARLES ENGELHARD FOUNDATION
EIN:
22-6063032
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
XXX-XX-XXXX FIDELITY INVESTMENT 3,267,670 225,399 225,399


TY 2024 OtherDecreasesSchedule
Name:
THE CHARLES ENGELHARD FOUNDATION
EIN:
22-6063032
Description Amount
COST BASIS ADJUSTMENT 30


TY 2024 OtherExpensesSchedule
Name:
THE CHARLES ENGELHARD FOUNDATION
EIN:
22-6063032
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE 250 250   0


TY 2024 OtherIncomeSchedule2
Name:
THE CHARLES ENGELHARD FOUNDATION
EIN:
22-6063032
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OAKTREE K-1 INCOME 982,696 982,445  
GREENBACK INCOME-ROC 6,858 0  


TY 2024 OtherIncreasesSchedule
Name:
THE CHARLES ENGELHARD FOUNDATION
EIN:
22-6063032
Description Amount
RECOVERY 50,000
UNREALIZED LOSS ADJUSTMENT 4,877,006


TY 2024 OtherProfessionalFeesSchedule
Name:
THE CHARLES ENGELHARD FOUNDATION
EIN:
22-6063032
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
JPMC MANAGEMENT FEES 310,552 310,552    


TY 2024 TaxesSchedule
Name:
THE CHARLES ENGELHARD FOUNDATION
EIN:
22-6063032
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,939 1,939   0
STATE INCOME TAXES 138 138   0
FEDERAL TAX PAYMENT - PRIOR YE 990 0   0
FEDERAL ESTIMATES - INCOME 28,000 0   0