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
KELLY FOR ITA FOUNDATION 008975-000
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 70
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WILMINGTON, DE19899
A Employer identification number

23-7277016
B Telephone number (see instructions)

C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$17,991,469J 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 6,124 6,124  
4 Dividends and interest from securities... 317,724 317,724  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 361,080
b Gross sales price for all assets on line 6a 2,292,811
7 Capital gain net income (from Part IV, line 2)... 361,080
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
-2,983 -2,678  
12 Total. Add lines 1 through 11........ 681,945 682,250  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 150,196     90,118
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).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
10,250 10,250   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
14,755 6,679   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
3,214 3,214    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 178,415 20,143 0 90,118
25 Contributions, gifts, grants paid....... 174,802 174,802
26 Total expenses and disbursements. Add lines 24 and 25 353,217 20,143 0 264,920
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 328,728
b Net investment income (if negative, enter -0-) 662,107
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......... 298,946 465,136 465,136
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) 568,591 Click to see attachment
List of Attached Documents:
// Content
581,505 		557,933
b Investments—corporate stock (attach schedule)....... 8,477,356 Click to see attachment
List of Attached Documents:
// Content
8,648,596 		16,167,870
c Investments—corporate bonds (attach schedule)....... 670,927 Click to see attachment
List of Attached Documents:
// Content
642,130 		633,113
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).......... 454,452   0
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
137,868 		Click to see attachment
List of Attached Documents:
// Content
167,417
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,470,272 10,475,235 17,991,469
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........ 10,470,272 10,475,235
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)..... 10,470,272 10,475,235
30 Total liabilities and net assets/fund balances (see instructions). 10,470,272 10,475,235
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
10,470,272
2
Enter amount from Part I, line 27a .....................
2
328,728
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
4,214
4
Add lines 1, 2, and 3 ..........................
4
10,803,214
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
327,979
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
10,475,235
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 . CLASS ACTION LITIGATION     2024-10-28
b 546.00008 AIA GROUP LTD SPONS ADR     2024-03-21
c 195.99992 AIA GROUP LTD SPONS ADR   2021-09-10 2024-03-21
d 187. ADIDAS AG - SPONSORED ADR   2024-05-29 2024-10-16
e 127. ADVANTEST CORP SPONS ADR   2023-11-02 2024-01-26
160. ADVANTEST CORP SPONS ADR   2023-11-02 2024-02-14
446. ADVANTEST CORP SPONS ADR   2023-11-02 2024-02-20
881. ADVANTEST CORP SPONS ADR   2024-04-30 2024-06-03
.3 AIR LIQUIDE SA - UNSPONSORED ADR   2020-11-05 2024-07-08
4. AIR PRODUCTS & CHEMICALS INC   2022-11-14 2024-05-24
1270. AIRBUS SE UNSPOS ADR     2024-06-28
224. AKZO NOBEL NV SPONS ADR   2022-04-28 2024-01-08
193. AKZO NOBEL NV SPONS ADR   2023-06-27 2024-04-01
926. AKZO NOBEL NV SPONS ADR   2022-04-28 2024-04-01
23. ALPHABET INC CL C   2014-09-22 2024-05-24
14. AMAZON.COM INCORPORATED   2020-09-03 2024-05-24
10000. AMERICAN HONDA MTN 1.000% 9/10/25   2021-10-05 2024-12-05
5. AMERICAN TOWER CORP CL A     2024-05-24
12. ANALOG DEVICES INCORPORATED   2015-01-08 2024-05-24
202. ELEVANCE HEALTH INC   2016-12-09 2024-08-08
45. APPLE COMPUTER INC COMMON   2014-05-22 2024-05-24
985. ASICS CORP UNSPONS ADR   2022-09-28 2024-08-15
473. ASICS CORP UNSPONS ADR   2022-09-28 2024-08-22
475. ASICS CORP UNSPONS ADR   2022-09-28 2024-10-03
5. AVALONBAY COMMUNITIES INCORPORATED   2020-12-04 2024-05-24
177. BP AMOCO P L C SPONSORED ADR   2022-04-28 2024-04-24
492. BP AMOCO P L C SPONSORED ADR   2022-04-28 2024-07-29
692. BP AMOCO P L C SPONSORED ADR   2023-11-01 2024-10-31
368. BP AMOCO P L C SPONSORED ADR   2022-04-28 2024-10-31
849. BANDAI NAMCO HLDGS INC UNSPONS ADR   2022-04-28 2024-02-16
1143. BANDAI NAMCO HLDGS INC UNSPONS ADR   2022-04-28 2024-02-29
66. BANK AMER CORP COM   2021-01-06 2024-05-24
10000. BANK MONT MTN CONV 5.920% 9/25/25   2023-09-18 2024-10-25
2. BROADCOM INC   2019-07-03 2024-05-24
737. CVS CORP COMMON   2023-12-14 2024-04-03
1646. CVS CORP COMMON     2024-04-03
5000. CANADIAN IMP BK CONV 1.000% 10/18/24   2021-10-12 2024-10-18
151. CAPGEMINI SE UNSPONS ADR     2024-05-10
972. CARLSBERG A/S SPONS ADR   2022-04-28 2024-02-27
10000. CATERPILLAR FINL MTN 0.450% 5/17/24   2021-05-10 2024-05-17
9. CHEVRONTEXACO CORP   2022-11-03 2024-05-24
15. COMCAST CORP   2024-05-24 2024-08-29
3178. COMCAST CORP     2024-08-29
5000. COMCAST CORP 5.500% 11/15/32   2022-10-31 2024-04-09
218. COMPASS GROUP PLC SPONS ADR     2024-11-06
2344. CONTINENTAL AG SPONS ADR     2024-09-12
5. COSTCO WHOLESALE CORPORATION   2016-11-17 2024-05-24
10000. COSTCO WHOLESALE CO 1.375% 6/20/27   2020-05-04 2024-05-07
217. COVESTRO AG SPONS ADR   2023-12-15 2024-05-22
717. COVESTRO AG SPONS ADR   2023-01-18 2024-05-22
.4 DBS GROUP HOLDINGS LIMITED SPONS ADR   2022-08-11 2024-05-23
619. DAIKIN INDUSTRIES UNSPONS ADR     2024-01-31
1363. DAIKIN INDUSTRIES UNSPONS ADR   2022-04-28 2024-08-08
266. DAIWA HOUSE INDUSTRY-UNSP ADR   2022-04-28 2024-01-12
766. DAIWA HOUSE INDUSTRY-UNSP ADR   2022-04-28 2024-02-02
349. DISCO CORP UNSPONS ADR   2022-04-28 2024-01-22
148. DISCO CORP UNSPONS ADR   2022-04-28 2024-01-26
308. DISCO CORP UNSPONS ADR   2022-04-28 2024-03-05
665. DISCO CORP UNSPONS ADR   2022-04-28 2024-03-06
20. WALT DISNEY CO COM   2022-09-02 2024-05-24
14. EOG RESOURCES INCORPORATED   2018-12-11 2024-05-24
1472. ENGIE SPONS ADR   2022-04-28 2024-01-26
898. ENGIE SPONS ADR   2022-04-28 2024-02-08
2375. ENGIE SPONS ADR   2022-04-28 2024-03-13
9. META PLATFORMS, INC-A   2023-02-21 2024-05-24
10000. FNMA 0.500% 6/17/25   2020-06-23 2024-08-22
5000. FNMA 0.375% 8/25/25   2020-09-24 2024-10-30
10000. GOLDMAN SACHS V-Q 3.272% 9/29/25     2024-09-29
273. HSBC HOLDINGS PLC SPON ADR   2023-12-26 2024-02-22
1059. HSBC HOLDINGS PLC SPON ADR   2022-11-07 2024-02-22
125. HALMA PLC UNSPONS ADR   2024-03-21 2024-07-22
681. HENKEL KGAA - SPONS ADR PFD     2024-03-20
658. HENKEL KGAA - SPONS ADR PFD   2022-08-18 2024-03-20
7822. JD SPORTS FASHION PLC UNSPONS ADR   2024-04-01 2024-10-08
25. J P MORGAN CHASE & CO COM   2014-04-09 2024-05-24
588. JOHNSON & JOHNSON COMMON ~     2024-10-03
459. LEGRAND SA UNSPONS ADR   2022-04-28 2024-01-25
1433. LEGRAND SA UNSPONS ADR     2024-04-24
3. MCDONALD'S CORP COM   2018-12-04 2024-05-24
1073. MERCK KGAA SPONS ADR     2024-04-05
604. MITSUBISHI ELECTRIC CORP UNSPONS ADR   2024-08-07 2024-10-21
11. MORGAN ST DEAN WITTER DISCOV   2023-12-14 2024-05-24
336. NOMURA RESEARCH INS UNSPONS ADR     2024-08-07
87. NOVO-NORDISK A/S SPONS ADR   2023-08-10 2024-03-01
62. NOVO-NORDISK A/S SPONS ADR   2023-08-10 2024-04-24
3. NVIDIA CORP   2022-09-28 2024-05-24
1292. OMNICON GROUP   2020-06-24 2024-08-02
10000. ORACLE CORP 1.650% 3/25/26   2021-09-02 2024-09-27
1803. PAYPAL HOLDINGS INC   2022-08-03 2024-05-24
155. PERNOD RICARD SA SPONS ADR   2023-10-23 2024-10-01
837. PERNOD RICARD SA SPONS ADR     2024-10-01
1086. RECRUIT HOLDINGS CO LTD UNSPONS ADR   2023-05-19 2024-07-10
160. RELX PLC SPONS ADR   2022-04-28 2024-04-24
874. RENESAS ELECTRONICS CORP UNSPONS ADR   2023-02-27 2024-09-04
279. RENTOKIL INITIAL PLC SPONS ADR     2024-09-12
355. RENTOKIL INITIAL PLC SPONS ADR     2024-09-18
545. RENTOKIL INITIAL PLC SPONS ADR     2024-09-26
1889. ROCHE HLDG LTD SPONSORED ADR     2024-06-10
67. RYANAIR HOLDINGS PLC SPONS ADR   2022-04-28 2024-05-22
.5 RYANAIR HOLDINGS PLC SPONS ADR   2023-05-24 2024-10-01
340. SANDVIK AB   2023-12-01 2024-04-25
1101. SANDVIK AB   2022-04-28 2024-04-25
102. SAP SE SPONS ADR   2023-07-10 2024-05-30
10000. CHARLES SCHWAB CORP 0.750% 3/18/24   2021-03-16 2024-03-18
3. SHERWIN-WILLIAMS CO COMMON   2018-12-26 2024-05-24
1031. SIEMENS HEALTHINEERS AG UNSPONS ADR     2024-04-08
592. STMICROELECTRONICS N V   2024-01-26 2024-07-25
194. SUNCOR ENERGY INC   2022-04-28 2024-09-27
180. SUNCOR ENERGY INC   2022-04-28 2024-11-27
18. TESLA INC.   2023-05-26 2024-05-24
374. THALES SA UNSPONS ADR   2022-04-28 2024-03-11
10000. THERMO FISHER 1.215% 10/18/24   2021-10-19 2024-09-26
5000. U.S. TREASURY NOTES 2.375% 8/15/24   2019-02-25 2024-03-04
5000. U.S. TREASURY NOTES 2.375% 8/15/24   2018-05-17 2024-03-11
5000. U.S. TREASURY NOTES 2.250% 11/15/24   2016-02-01 2024-02-16
5000. U.S. TREASURY NOTES 2.250% 11/15/24   2015-07-09 2024-03-11
5000. U.S. TREASURY NOTES 2.250% 11/15/24   2015-07-10 2024-09-09
10000. U.S. TREASURY NOTES 2.000% 2/15/25     2024-08-13
5000. U.S. TREASURY NOTES 2.250% 2/15/27   2020-09-03 2024-06-18
10000. U.S. TREASURY NOTES 1.750% 7/31/24   2019-08-16 2024-02-22
10000. UNITEDHEALTH GROUP 0.550% 5/15/24   2021-05-20 2024-05-15
221. VAT GROUP AG UNSPONS ADR     2024-09-04
199. VAT GROUP AG UNSPONS ADR     2024-09-26
374. VONOVIA SE UNSPONS ADR   2022-04-28 2024-01-18
1667. VONOVIA SE UNSPONS ADR     2024-01-19
6000. WEC ENERGY GROUP INC 1.800% 10/15/30   2020-11-06 2024-12-23
10000. WELLTOWER INC 3.625% 3/15/24   2019-02-13 2024-03-15
759.416 WILMINGTON LARGE-CAP STRATEGY FUND-I     2024-12-12
5000. ZIMMER BIOMET HOLD 1.450% 11/22/24   2021-11-15 2024-01-03
4708. ZOZO INC UNSPONS ADR   2022-11-29 2024-04-30
32. ACCENTURE PLC- CL A     2024-10-11
62. ACCENTURE PLC- CL A   2024-04-30 2024-10-30
82. CRH PLC   2024-03-13 2024-08-02
133. CRH PLC   2024-03-13 2024-11-06
141. COCA-COLA EUROPACIFIC PARTNERS PLC   2023-03-10 2024-08-02
356. COCA-COLA EUROPACIFIC PARTNERS PLC   2023-03-10 2024-12-02
37. ICON PLC     2024-07-25
40. CHUBB LTD   2023-12-14 2024-08-06
11. ASM INTERNATIONAL NV SPONS ADR   2023-01-27 2024-04-24
10. ASM INTERNATIONAL NV SPONS ADR   2023-01-27 2024-04-29
21. ASM INTERNATIONAL NV SPONS ADR   2023-01-27 2024-05-09
10. ASM INTERNATIONAL NV SPONS ADR     2024-05-16
14. ASM INTERNATIONAL NV SPONS ADR   2023-02-27 2024-06-12
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 611     611
b 15,774   24,397 -8,623
c 5,663   9,595 -3,932
d 22,622   23,040 -418
e 4,923   3,367 1,556
7,421   4,242 3,179
19,302   11,825 7,477
30,092   27,987 2,105
11   8 3
1,062   1,185 -123
43,380   36,855 6,525
5,764   6,579 -815
4,817   5,069 -252
23,110   27,199 -4,089
4,062   671 3,391
2,549   2,422 127
9,734   9,971 -237
931   457 474
2,841   658 2,183
106,529   29,338 77,191
8,551   978 7,573
16,077   4,214 11,863
8,382   2,024 6,358
8,983   2,032 6,951
977   972 5
6,940   5,170 1,770
17,177   14,372 2,805
20,106   25,158 -5,052
10,692   10,750 -58
7,951   9,610 -1,659
11,377   12,938 -1,561
2,612   2,141 471
10,118   10,000 118
2,821   569 2,252
54,619   55,288 -669
121,985   109,845 12,140
5,000   4,999 1
6,669   7,075 -406
26,916   24,754 2,162
10,000   9,987 13
1,424   1,619 -195
594   577 17
125,944   81,525 44,419
5,139   4,968 171
7,392   4,990 2,402
13,195   18,098 -4,903
4,075   756 3,319
9,024   10,000 -976
5,581   6,168 -587
18,439   16,435 2,004
40   36 4
10,001   9,722 279
16,261   21,253 -4,992
8,353   6,472 1,881
22,878   18,639 4,239
9,656   2,888 6,768
3,944   1,225 2,719
10,679   2,548 8,131
23,380   5,502 17,878
2,034   2,238 -204
1,735   1,441 294
23,342   17,817 5,525
13,829   10,870 2,959
39,428   28,747 10,681
4,299   1,559 2,740
9,678   9,993 -315
4,838   4,989 -151
10,000   9,778 222
10,209   11,011 -802
39,602   29,257 10,345
8,406   7,570 836
13,221   13,636 -415
12,774   11,174 1,600
12,617   13,317 -700
4,994   1,472 3,522
94,602   57,841 36,761
8,976   8,108 868
29,924   25,235 4,689
777   562 215
35,283   27,787 7,496
18,773   18,002 771
1,095   1,001 94
10,371   10,319 52
10,675   8,049 2,626
7,799   5,736 2,063
3,144   376 2,768
118,874   67,946 50,928
9,620   10,056 -436
111,440   178,065 -66,625
4,574   5,491 -917
24,697   23,769 928
12,730   6,970 5,760
6,611   4,863 1,748
6,797   5,561 1,236
6,890   8,727 -1,837
8,602   10,234 -1,632
13,803   15,327 -1,524
62,905   71,712 -8,807
8,319   6,008 2,311
22   21 1
6,903   6,804 99
22,353   21,043 1,310
18,410   13,609 4,801
10,000   9,995 5
919   376 543
30,884   23,201 7,683
20,367   26,450 -6,083
7,137   6,991 146
7,072   6,487 585
3,220   3,515 -295
11,547   9,641 1,906
9,977   10,000 -23
4,937   4,964 -27
4,940   4,818 122
4,896   5,013 -117
4,903   4,976 -73
4,974   4,948 26
9,859   10,044 -185
4,721   5,247 -526
9,849   10,013 -164
10,000   10,001 -1
10,688   11,879 -1,191
10,060   10,071 -11
5,428   7,881 -2,453
24,309   28,474 -4,165
5,075   6,009 -934
10,000   9,966 34
25,000   22,684 2,316
4,825   5,000 -175
19,668   23,434 -3,766
11,580   9,736 1,844
21,642   18,759 2,883
6,364   6,919 -555
13,322   11,223 2,099
10,414   7,638 2,776
27,430   19,286 8,144
11,528   8,584 2,944
10,789   8,987 1,802
6,917   3,806 3,111
6,447   3,460 2,987
13,755   7,265 6,490
6,993   3,448 3,545
10,489   4,762 5,727
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
      24,424
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       611
b       -8,623
c       -3,932
d       -418
e       1,556
      3,179
      7,477
      2,105
      3
      -123
      6,525
      -815
      -252
      -4,089
      3,391
      127
      -237
      474
      2,183
      77,191
      7,573
      11,863
      6,358
      6,951
      5
      1,770
      2,805
      -5,052
      -58
      -1,659
      -1,561
      471
      118
      2,252
      -669
      12,140
      1
      -406
      2,162
      13
      -195
      17
      44,419
      171
      2,402
      -4,903
      3,319
      -976
      -587
      2,004
      4
      279
      -4,992
      1,881
      4,239
      6,768
      2,719
      8,131
      17,878
      -204
      294
      5,525
      2,959
      10,681
      2,740
      -315
      -151
      222
      -802
      10,345
      836
      -415
      1,600
      -700
      3,522
      36,761
      868
      4,689
      215
      7,496
      771
      94
      52
      2,626
      2,063
      2,768
      50,928
      -436
      -66,625
      -917
      928
      5,760
      1,748
      1,236
      -1,837
      -1,632
      -1,524
      -8,807
      2,311
      1
      99
      1,310
      4,801
      5
      543
      7,683
      -6,083
      146
      585
      -295
      1,906
      -23
      -27
      122
      -117
      -73
      26
      -185
      -526
      -164
      -1
      -1,191
      -11
      -2,453
      -4,165
      -934
      34
      2,316
      -175
      -3,766
      1,844
      2,883
      -555
      2,099
      2,776
      8,144
      2,944
      1,802
      3,111
      2,987
      6,490
      3,545
      5,727
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 361,080
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 9,203
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 9,203
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 9,203
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 8,500
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 8,500
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 9 703
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 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
 
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 arrowWilmington Trust Company Telephone no.right arrow (302) 651-1942

Located atright arrowPO BOX 70WILMINGTONDE ZIP+4right arrow19899
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)
Yes
 
(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)
Yes
 
(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
 
No
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
WILMINGTON TRUST COMPANY Trustee
2 		150,196    
PO BOX 70
Wilmington,DE19899
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
16,607,476
b
Average of monthly cash balances.......................
1b
468,990
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
17,076,466
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
17,076,466
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
256,147
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
16,820,319
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
841,016
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
841,016
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
9,203
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
9,203
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
831,813
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
831,813
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
831,813
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
264,920
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
264,920
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 7 831,813
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 174,802
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 264,920
a Applied to 2023, but not more than line 2a 174,802
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..... 90,118
e Remaining amount distributed out of corpus 0
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 0
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 .......... 		741,695
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
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

ITA FOUNDATION INC

PO BOX 12
MINNESOTA CITY,MN55959 		NONE PC TO SUPPORT PITMAN'S INITIAL 174,802
Total .................................right arrow 3a 174,802
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 6,124  
4 Dividends and interest from securities ....     14 317,724  
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 ............ 		    18 361,080  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    19 -2,983  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   681,945  
13Total. Add line 12, columns (b), (d), and (e)..................
13
681,945
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

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

TY 2024 ExpenditureResponsibilityStmt
Name:
KELLY FOR ITA FOUNDATION 008975-000
EIN:
23-7277016
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
INITIAL TEACHING ALPHABET FOUNDATION INC
  		PO BOX 11355
HAUPPAUGE,NY11788 		2019-08-01 550,000 TO SUPPORT PITMAN'S INITIAL TEACHING ALPHABET AND TO FOSTER AND FURTHER THE DEVELOPMENT AND USE OF ENGLISH PHONETIC ALPHABET          

TY 2024 InvestmentsCorpBondsSchedule
Name:
KELLY FOR ITA FOUNDATION 008975-000
EIN:
23-7277016
Name of Bond End of Year Book Value End of Year Fair Market Value
025816DL0 AMERICAN EXPRESS 5,000 5,062
02665WDN8 AMERICAN HONDA MTN    
031162CU2 AMGEN INC 10,367 8,842
06051GHG7 BANK OF AMER MTN V-Q 10,080 9,698
06368LWT9 BANK MONT MTN CONV    
06418GAD9 BANK NOVA SCOT CONV 9,939 10,104
125523CM0 CIGNA CORP 10,021 8,468
126650DM9 CVS HEALTH CORP 9,981 9,061
13607HYF3 CANADIAN IMP BK CONV    
14913R2L0 CATERPILLAR FINL MTN    
17327CAM5 CITIGROUP INC V-D 9,998 9,603
20030NEB3 COMCAST CORP    
22160KAN5 COSTCO WHOLESALE CO    
24524282 AMERICAN BEACON SIM H    
25746UCE7 DOMINION RESOURCES 15,044 14,899
369550BN7 GENERAL DYNAMICS 9,984 9,555
370334CL6 GENERAL MILLS IN 10,441 8,994
38141GWQ3 GOLDMAN SACHS V-Q    
458140CD0 INTEL CORP 5,000 5,001
46647PBE5 JPMORGAN CHASE V-Q 10,120 9,008
49271VAF7 KEURIG DR PEPPER INC 9,561 9,912
548661DR5 LOWE'S COS INC 10,392 9,523
579780AR8 MCCORMICK & CO INC 9,982 9,578
58933YBH7 MERCK & CO INC 4,996 4,927
61746BEF9 MORGAN STANLEY MTN 10,026 9,818
665859AV6 NORTHERN TRUST CORP 9,962 8,635
68389XCC7 ORACLE CORP    
78016HZS2 ROYAL BK CA MTN CONV 4,998 5,042
808513BN4 CHARLES SCHWAB CORP    
828807CW5 SIMON PROPERTY GROUP 10,169 9,871
842587DH7 SOUTHERN CO 14,860 13,607
87612EBM7 TARGET CORP 9,983 9,514
883556CS9 THERMO FISHER    
89114TZJ4 TOR DOM BK MTN CONV 9,960 8,289
89788MAD4 TRUIST FINL MTN V-Q 4,988 4,795
91159HHW3 US BANCORP MTN 5,061 4,582
91324PEB4 UNITEDHEALTH GROUP    
92343VGJ7 VERIZON COMM INC 11,214 10,334
92939UAE6 WEC ENERGY GROUP INC 4,006 3,343
95000U2V4 WELLS FARGO MTN V-D 5,000 4,850
95040QAG9 WELLTOWER INC    
98956PAU6 ZIMMER BIOMET HOLD    
024524282 AMERICAN BEACON SIM 301,305 308,931
91324PFF4 UNITEDHEALTH GRP INC 4,992 5,013
17275RBS0 CISCO SYSTEMS 4,990 5,018
06368L8K5 BK MONTREAL CONV V-D 9,999 9,969
24422EXP9 JOHN DEERE CAP MTN 4,997 4,991
38141GWZ3 GOLDMAN SACHS V-Q 9,879 9,730
69371RT22 PACCAR FINANCIAL COR 9,992 10,114
92277GAN7 VENTAS REALTY LP 9,862 9,734
29379VCE1 ENTERPRISE PRODU 9,990 10,003
68389XCS2 ORACLE CORP 10,004 9,660
110122EH7 BRISTOL-MYERS 10,004 9,988
437076DB5 HOME DEPOT INC 4,983 5,047

TY 2024 InvestmentsCorpStockSchedule
Name:
KELLY FOR ITA FOUNDATION 008975-000
EIN:
23-7277016
Name of Stock End of Year Book Value End of Year Fair Market Value
00287Y109 ABBVIE INC 119,297 145,003
00724F101 ADOBE INC 78,520 104,055
00762U200 ADVANTEST CORP SPONS    
02079K107 ALPHABET INC CL C 82,583 562,369
03027X100 AMERICAN TOWER CORP 47,757 101,426
04521N101 ASICS CORP UNSPONS A 6,755 31,091
09247X101 BLACKROCK INC    
09857L108 BOOKING HOLDINGS INC 47,757 198,737
10199503 AKZO NOBEL NV SPONS A    
11135F101 BROADCOM INC 55,522 452,088
12117P109 BUREAU VERITAS UNSPO 44,907 47,079
125896100 CMS ENERGY CORP COM 99,350 115,771
126650100 CVS HEALTH CORPORATI    
1317205 AIA GROUP LTD SPONS AD    
13961R100 CAPGEMINI SE UNSPONS 48,537 41,094
142795202 CARLSBERG A/S SPONS    
166764100 CHEVRON CORP 153,592 179,022
17275R102 CISCO SYSTEMS INC 43,920 106,678
20030N101 COMCAST CORP NEW A    
204319107 CIE FINANCIERE RICH 40,997 47,984
20449X401 COMPASS GROUP PLC SP 40,956 63,619
210771200 CONTINENTAL AG SPONS 16,724 16,062
22160K105 COSTCO WHOLESALE COR 56,689 343,601
22304D207 COVESTRO AG SPONS AD    
23135106 AMAZON.COM INC    
23304Y100 DBS GROUP HOLDINGS L 12,593 34,315
23381B106 DAIKIN INDUSTRIES UN    
234062206 DAIWA HOUSE INDUSTRY    
235851102 DANAHER CORP COM 45,920 207,513
244199105 DEERE & CO COMMON 190,956 201,681
25461D100 DISCO CORP UNSPONS A 14,914 12,807
254687106 WALT DISNEY CO 216,933 234,503
25537101 AMERICAN ELECTRIC POW    
26875P101 EOG RESOURCES INC CO 73,463 187,670
2824100 ABBOTT LABORATORIES    
29286D105 ENGIE SPONS ADR    
30215C101 EXPERIAN GROUP LTD-S 40,756 44,055
30303M102 META PLATFORMS, INC- 139,754 331,984
307305102 FANUC LTD 39,144 35,743
32654105 ANALOG DEVICES INC    
36752103 ELEVANCE HEALTH INC    
375204 ABB LTD SPON ADR    
375916103 GILDAN ACTIVEWEAR IN 30,714 40,651
37833100 APPLE INC    
404280406 HSBC HOLDINGS PLC SP    
40637C308 HALMA PLC UNSPONS AD 26,789 35,072
42550U208 HENKEL KGAA - SPONS    
437076102 HOME DEPOT INC COM 141,370 222,502
443251103 HOYA CORPORATION-SPO 35,465 41,416
44970W103 IMCD GROUP NV UNSPON 35,591 36,318
456837103 ING GROEP NV SPONSOR 35,135 42,779
464287804 ISHARES CORE S&P SMA 345,023 748,930
46434G103 ISHARES CORE MSCI EM 378,001 453,009
46434V647 ISHARES GLOBAL REIT 175,559 218,726
46625H100 JPMORGAN CHASE & CO 112,063 473,907
478160104 JOHNSON & JOHNSON    
48241F104 KBC GROUP NV UNSPONS 31,007 36,333
524671104 LEGRAND SA UNSPONS A    
53484101 AVALONBAY COMMUNITIES    
539830109 LOCKHEED MARTIN CORP 80,593 121,485
54211N101 LONDON STOCK EXCHANG 32,103 43,292
55622104 BP PLC SPONSORED ADR    
57636Q104 MASTERCARD INC CL A 42,913 305,411
580135101 MCDONALD'S CORPORATI 56,195 86,967
589339209 MERCK KGAA SPONS ADR    
58933Y105 MERCK & CO INC 59,136 108,732
594918104 MICROSOFT CORP 155,805 904,539
59831107 BANDAI NAMCO HLDGS IN    
60505104 BANK AMER CORP    
617446448 MORGAN STANLEY GROUP 103,868 143,447
62473G102 MTU AERO ENGINES AG 36,289 51,526
65538C206 NOMURA RESEARCH INS 29,105 31,789
670100205 NOVO-NORDISK A/S SPO 62,246 62,795
67066G104 NVIDIA CORP COM 111,347 814,603
681919106 OMNICOM GROUP INC CO    
68389X105 ORACLE CORPORATION C 36,191 147,476
70450Y103 PAYPAL HOLDINGS INC    
713448108 PEPSICO INC COM 44,522 79,375
714264306 PERNOD RICARD SA SPO    
75629J101 RECRUIT HOLDINGS CO 11,296 24,587
759530108 RELX PLC SPONS ADR 70,208 99,016
75972B101 RENESAS ELECTRONICS 18,215 16,913
771195104 ROCHE HLDG LTD SPONS    
783513203 RYANAIR HOLDINGS PLC 35,547 42,587
79588J102 SAMPO OYJ-A SHS UNSP 44,239 36,634
8.7611999999 TARGET CORP COM    
800212201 SANDVIK AB    
803054204 SAP SE SPONS ADR 21,348 39,394
824348106 SHERWIN WILLIAMS CO 47,255 128,154
824551105 SHIN-ETSU CHEMICAL C 35,705 30,859
82622J104 SIEMENS HEALTHINEERS    
867224107 SUNCOR ENERGY INC 41,787 40,247
86959X107 SUZUKI MOTOR CORP UN 21,219 31,521
88160R101 TESLA INC. 124,214 256,842
883219206 THALES SA UNSPONS AD 29,653 33,570
889110102 TOKYO ELECTRON LTD U 40,468 32,687
904767704 UNILEVER PLC SPONSOR 85,724 100,586
907818108 UNION PACIFIC CORP C 38,087 89,848
911312106 UNITED PARCEL SERVIC 111,317 85,118
9126202 AIR LIQUIDE SA - UNSPO    
91377B109 UNIVERSAL MUSIC GROU 32,584 39,505
9158106 AIR PRODUCTS & CHEMICA    
921939708 VANGUARD COMMODITY S 177,257 171,836
9279100 AIRBUS SE UNSPOS ADR    
92887H107 VONOVIA SE UNSPONS A    
97181C332 WILMINGTON GLOBAL AL 579,053 757,601
97181C415 WILMINGTON LARGE-CAP 233,517 369,484
98979Y106 ZOZO INC UNSPONS ADR    
G0403H108 AON PLC 70,070 79,015
G1151C101 ACCENTURE PLC- CL A 54,616 117,850
G25839104 COCA-COLA EUROPACIFI    
G4705A100 ICON PLC 34,742 31,666
G51502105 JOHNSON CONTROLS INT 73,119 124,867
H1467J104 CHUBB LTD 25,728 31,775
N07045102 ASM INTERNATIONAL NV 9,392 14,229
N07059210 ASML HOLDING N.V. AD 63,191 58,912
025537101 AMERICAN ELECTRIC PO 69,091 102,744
009126202 AIR LIQUIDE SA - UNS 57,494 63,533
87612E106 TARGET CORP COM 123,248 123,690
002824100 ABBOTT LABORATORIES 131,302 154,282
032654105 ANALOG DEVICES INC 44,248 171,455
037833100 APPLE INC 74,592 935,068
053484101 AVALONBAY COMMUNITIE 131,366 159,698
023135106 AMAZON.COM INC 268,156 604,858
009279100 AIRBUS SE UNSPOS ADR    
010199503 AKZO NOBEL NV SPONS    
055622104 BP PLC SPONSORED ADR    
036752103 ELEVANCE HEALTH INC    
000375204 ABB LTD SPON ADR 41,488 66,171
009158106 AIR PRODUCTS & CHEMI 79,069 77,441
059831107 BANDAI NAMCO HLDGS I    
001317205 AIA GROUP LTD SPONS 43,156 38,071
060505104 BANK AMER CORP 191,626 313,715
G6700G107 NVENT ELECTRIC PLC 110,775 88,540
428263107 HEXAGON AB UNSPONS A 16,776 15,882
00687A107 ADIDAS AG - SPONSORE 37,876 45,055
29429L105 EPIROC AKTIEBOLAG UN 37,262 34,616
60687Y109 MIZUHO FINANCIAL GRO 52,684 61,281
25455X104 DIPLOMA PLC UNSPONS 32,599 39,913
G25508105 CRH PLC 16,293 19,429
65558R109 NORDEA BANK ABP SPON 20,969 19,471
066460304 BANKINTER SA SPONS A 25,287 23,710
742718109 PROCTER & GAMBLE CO 108,839 109,978
60683M109 MITSUI FUDOSAN CO LT 32,837 27,266
046353108 ASTRAZENECA GROUP PL 43,990 36,429
26251A108 DSV A/S UNSPONS ADR 18,232 17,948
92243F100 VAT GROUP AG UNSPONS 16,423 12,623
87155N109 SYMRISE AG UNSPON AD 36,274 31,164
87873R101 TECHTRONIC IND SPONS 39,793 40,481
826197501 SIEMENS A G SPONSORE 44,586 45,440
74589A101 PUMA SE UNSPONS ADR 11,278 10,727
65479L108 NITORI HOLDINGS CO L 43,193 35,248
227047305 CRODA INTERNATIONAL 23,903 19,250
09290D101 BLACKROCK INC 63,979 198,871
532457108 ELI LILLY & CO 222,854 214,616
65461N104 NIPPON SANSO HLDGS C 33,184 30,416
47030M106 JAMES HARDIE INDS SP 34,026 26,404
91324P102 UNITEDHEALTH GROUP I 147,116 129,500
485537401 KAO CORP UNSPONS ADR 18,417 18,382
88579N105 3I GROUP PLC UNSPONS 19,438 22,171

TY 2024 InvestmentsGovtObligationsSch
Name:
KELLY FOR ITA FOUNDATION 008975-000
EIN:
23-7277016
US Government Securities - End of Year Book Value:

581,505
US Government Securities - End of Year Fair Market Value:

557,933
State & Local Government Securities - End of Year Book Value:


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


 


TY 2024 InvestmentsOtherSchedule2
Name:
KELLY FOR ITA FOUNDATION 008975-000
EIN:
23-7277016
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
PARTNERSHIPS- INFLATION HEDGES      

TY 2024 OtherAssetsSchedule
Name:
KELLY FOR ITA FOUNDATION 008975-000
EIN:
23-7277016
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
99Y818BJ7 CAMDEN PARTNERS V SP   136,509 158,202
99Y496898 RODNEY SQUARE REAL E   1,359 9,215


TY 2024 OtherDecreasesSchedule
Name:
KELLY FOR ITA FOUNDATION 008975-000
EIN:
23-7277016
Description Amount
2024 TRANSACTION POSTED IN 2025 4,703
ACCRUED INTEREST PAID 141
ADJUSTMENT TO INCOME 23
RETURN OF CAPITAL ADJ 5,093
COST BASIS ADJUSTMENT 318,019


TY 2024 OtherExpensesSchedule
Name:
KELLY FOR ITA FOUNDATION 008975-000
EIN:
23-7277016
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE 3,214 3,214   0


TY 2024 OtherIncomeSchedule2
Name:
KELLY FOR ITA FOUNDATION 008975-000
EIN:
23-7277016
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
RODNEY SQUARE RE MANAGERS FUND -1,961 -1,656  
CAMDEN PARTNERS V SPV, LP -1,127 -1,127  
OTHER INCOME 105 105  


TY 2024 OtherIncreasesSchedule
Name:
KELLY FOR ITA FOUNDATION 008975-000
EIN:
23-7277016
Description Amount
2023 TRANSACTION POSTED IN 2024 4,214


TY 2024 OtherProfessionalFeesSchedule
Name:
KELLY FOR ITA FOUNDATION 008975-000
EIN:
23-7277016
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 10,250 10,250    


TY 2024 TaxesSchedule
Name:
KELLY FOR ITA FOUNDATION 008975-000
EIN:
23-7277016
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 5,236 5,236   0
FEDERAL ESTIMATES - PRINCIPAL 8,076 0   0
FOREIGN TAXES ON QUALIFIED FOR 705 705   0
FOREIGN TAXES ON NONQUALIFIED 738 738   0