TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go 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
Gerald L Lennard Foundation Inc

% Foundation Source

Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377

A Employer identification number

13-3888381

B Telephone number (see instructions)

(800) 839-1754

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$51,842,268J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)	0
2	Check .............
3	Interest on savings and temporary cash investments	17,328		17,328
4	Dividends and interest from securities...	1,028,062		1,022,150
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		1,423,346
b	Gross sales price for all assets on line 6a 20,109,564
7	Capital gain net income (from Part IV, line 2)...			1,423,346
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......	List of Attached Documents: // Content	101,683	99,926
12	Total. Add lines 1 through 11........	2,570,419		2,562,750
13	Compensation of officers, directors, trustees, etc.	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	493,602	349,371		144,231
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	33,470	5,319
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......	23,846				23,846
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	138,240	50,717		87,494
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	689,158		405,407		255,571
25	Contributions, gifts, grants paid.......	2,489,333				2,489,333
26	Total expenses and disbursements. Add lines 24 and 25	3,178,491		405,407		2,744,904
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-608,072
b	Net investment income (if negative, enter -0-)			2,157,343
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	753,227	1,331,674	1,331,674
	3	Accounts receivable 2,707
		Less: allowance for doubtful accounts	9,308	2,707	2,707
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	4,607,671	List of Attached Documents: // Content 3,771,652	3,327,063
	b	Investments—corporate stock (attach schedule).......	18,449,509	List of Attached Documents: // Content 18,403,469	23,655,570
	c	Investments—corporate bonds (attach schedule).......	9,096,559	List of Attached Documents: // Content 8,261,922	8,022,955
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	12,903,572	List of Attached Documents: // Content 13,440,350	15,502,299
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	45,819,846	45,211,774	51,842,268
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds	45,819,846	45,211,774
	29	Total net assets or fund balances (see instructions).....	45,819,846	45,211,774
	30	Total liabilities and net assets/fund balances (see instructions).	45,819,846	45,211,774

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

45,819,846

Enter amount from Part I, line 27a .....................

-608,072

Other increases not included in line 2 (itemize) right arrow

Add lines 1, 2, and 3 ..........................

45,211,774

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

45,211,774

Form 990-PF (2024)

Page 3

Part IV

Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation	(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	Publicly-traded Securities
b	Passthrough K1 Capital Gain/(Loss)
c	BLACKSTONE REAL ESTATE INCOME TRUST	P	2021-05-26	2024-01-04
d	BLACKSTONE REAL ESTATE INCOME TRUST	P	2021-05-26	2024-02-05
e	BLACKSTONE REAL ESTATE INCOME TRUST	P	2021-05-26	2024-03-05
	COOPER SQUARE OFFSHORE FUND LTD	P	2021-01-27	2024-01-29
	SCHONFELD STRATEGIC PARTNERS OFFSHORE FD LTD	P	2022-04-27	2024-02-06
	SEG PARTNERS OFFSHORE LTD	P	2020-06-26	2024-01-29

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	17,835,256	16,487,997	1,347,259
b			33,617
c	4,322	3,649	673
d	3,268	2,805	463
e	448	384	64
	470,464	650,000	-179,536
	1,006,266	1,000,000	6,266
	789,540	575,000	214,540

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			1,347,259
b
c			673
d			463
e			64
			-179,536
			6,266
			214,540

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	1,423,346
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 ...................		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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	29,987
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2
3	Add lines 1 and 2...........................	3	29,987
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	29,987
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	25,400
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	6,500
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	31,900
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. List of Attached Documents: // Content		8	5
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	1,908
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax1,908	Refunded	11

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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 Click to see attachment

List of Attached Documents:

// Content

.................

Yes

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

The books are in care of right arrow

Foundation Source Telephone no. right arrow

(800) 839-1754

Located at right arrow

501 Silverside Road Suite 123WilmingtonDE ZIP+4 right arrow

198091377

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2024)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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
Donna Lennard	Dir 1.0	0	0	0
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Dir 1.0	0	0	0
Stacey Lennard	Dir, Sec 1.0	0	0	0
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Dir, Sec 1.0	0	0	0
Jennifer Meyerhardt	Dir, VP 1.0	0	0	0
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Dir, VP 1.0	0	0	0
Lewis Rubin	Treas, VP 1.0	0	0	0
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Treas, VP 1.0	0	0	0
Wendy Rubin	Dir, Pres 5.0	0	0	0
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Dir, Pres 5.0	0	0	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances










Total number of other employees paid over $50,000...................

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
EXCELSIOR WEALTH MANAGEMENT	Investment Mgmt	165,015
522 5TH AVENUE 15TH FLOOR NEW YORK,NY10036	Investment Mgmt	165,015
UBS Financial Services	Investment Mgmt	184,356
1285 AVE OF THE AMERICAS15TH-18TH NEW YORK,NY100196301	Investment Mgmt	184,356
Dorothy Dunn	Philanthropic srvcs	89,269
12 Hatch Terrace Dobbs Ferry,NY10522	Philanthropic srvcs	89,269
Foundation Source	Administrative	80,861
55 Walls Drive SUITE 302 Fairfield,CT06824	Administrative	80,861
Maddy Friedman	Philanthropic srvcs	54,962
63 Conselyea St Apt B2 Brooklyn,NY11211	Philanthropic srvcs	54,962

Total number of others receiving over $50,000 for professional services............. right arrow

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2024)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

36,471,614

Average of monthly cash balances.......................

1,163,914

Fair market value of all other assets (see instructions)................

14,980,511

Total (add lines 1a, b, and c).........................

52,616,039

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

52,616,039

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

789,241

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

51,826,798

Minimum investment return. Enter 5% (0.05) of line 5................

2,591,340

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.)

Minimum investment return from Part IX, line 6..................

2,591,340

Tax on investment income for 2024 from Part V, line 5 .......

29,987

Income tax for 2024. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

29,987

Distributable amount before adjustments. Subtract line 2c from line 1............

2,561,353

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

2,561,353

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

2,561,353

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

2,744,904

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

2,744,904

Form 990-PF (2024)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(c) 2023	(d) 2024
1 Distributable amount for 2024 from Part X, line 7				2,561,353
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......			1,831,542
b Total for prior years:20 , 20, 20
3 Excess distributions carryover, if any, to 2024:
a From 2019......
b From 2020......
c From 2021......
d From 2022......
e From 2023......
f Total of lines 3a through e ........
4Qualifying distributions for 2024 from Part
XI, line 4: $ 2,744,904
a Applied to 2023, but not more than line 2a			1,831,542
b Applied to undistributed income of prior years (Election required—see instructions).....
c Treated as distributions out of corpus (Election required—see instructions)........
d Applied to 2024 distributable amount.....				913,362
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2024.
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		0
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........				1,647,991
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......
8 Excess distributions carryover from 2019 not applied on line 5 or line 7 (see instructions) ...
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		0
10 Analysis of line 9:
a Excess from 2020....
b Excess from 2021....
c Excess from 2022....
d Excess from 2023....
e Excess from 2024....	0

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 4942(j)(3) or4942(j)(5)

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	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

NONE

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here right arrow

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2024)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
19TH NEWS 3571 FAR W BLVD 3497 AUSTIN,TX78731	N/A	PC	General & Unrestricted	50,000
AFYA FOUNDATION 140 SAW MILL RD YONKERS,NY10701	N/A	PC	Women's Health in Puerto Rico	100,000
ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI 225 N MICHIGAN AVE 17TH FL CHICAGO,IL60601	N/A	PC	General & Unrestricted	15,000
AMBER WAVES FARM INC PO BOX 2623 AMAGANSETT,NY11930	N/A	PC	General & Unrestricted	2,000
AMERICAN FARMLAND TRUST 1150 CONNECTICUT AVE NW STE 600 WASHINGTON,DC20036	N/A	PC	General & Unrestricted	10,000
AMERICAN FRIENDS OF COMBATANTS FOR PEACE INC PO BOX 2473 1801 W OLYMPIC BLVD PASADENA,CA91199	N/A	PC	General & Unrestricted	75,000
BACKLINE CARE INC PO BOX 13511 PORTLAND,OR97213	N/A	PC	General & Unrestricted	75,000
BALLROOM CULTURAL ARTS FOUNDATION 108 E SAN ANTONIO ST PO BOX 1661 MARFA,TX79843	N/A	PC	General & Unrestricted	2,500
BARD COLLEGE PO BOX 5000 ANNANDALEONHUDSON,NY12504	N/A	PC	Women's Program and Alumni	100,000
BEGINNING WITH CHILDREN FOUNDATION INC 185 BROADWAY 2ND FL BROOKLYN,NY11211	N/A	PC	Summer Explorations Program	15,000
BELIEVE IN STUDENTS INC 1755 N 13TH ST 295 PHILADELPHIA,PA19122	N/A	PC	Student Fellowship Stipend fund	30,000
BELOVED ASHEVILLE 32 OLD CHARLOTTE HWY ASHEVILLE,NC28803	N/A	PC	General & Unrestricted	15,000
BY KIDS INC 330 WEST END AVE SUITE 7A NEW YORK,NY10023	N/A	PC	General & Unrestricted	10,000
CALLING ALL CROWS 18 GROVE ST STE 4 WELLESLEY,MA02482	N/A	PC	General & Unrestricted	5,000
CAMPO GARZON INC 40 W 77TH ST NEW YORK,NY10024	N/A	PC	General & Unrestricted	10,000
CHARITY WATER 230 FRANKLIN RD STE 11-II FRANKLIN,TN37064	N/A	PC	General & Unrestricted	5,000
CHARITYVEST INC 75 5TH ST NW STE 2200 ATLANTA,GA30308	N/A	PC	Lennard Foundation Charity Fund	45,000
CONNECT TO COMPETE INC 1110 N VIRGIL AVE STE 99101 LOS ANGELES,CA90029	N/A	PC	General & Unrestricted	50,000
DIGDEEP RIGHT TO WATER PROJECT 110 W 11TH ST STE 400A LOS ANGELES,CA90015	N/A	PC	General & Unrestricted	50,000
DREAMYARD PROJECT INC 1085 WASHINGTON AVE BRONX,NY10456	N/A	PC	Creative Career Pathways Program	75,000
EARTH ISLAND INSTITUTE INC 2150 ALLSTON WAY STE 460 BERKELEY,CA94704	N/A	PC	Plastic Pollution Coalition	5,000
EAST END FOOD INSTITUTE PO BOX 356 SOUTHAMPTON,NY11969	N/A	PC	General & Unrestricted	10,000
EAST SIDE HOUSE INC 337 ALEXANDER AVE BRONX,NY10454	N/A	PC	Post-Secondary Pathways	50,000
EDIBLE SCHOOLYARD NEW YORK PO BOX 737 NEW YORK,NY10163	N/A	PC	General & Unrestricted	5,000
EDUCATION THROUGH MUSIC INC 122 E 42ND ST RM 2000 NEW YORK,NY10168	N/A	PC	General & Unrestricted	5,000
ELEVATED ACCESS INC PO BOX 6806 CHAMPAIGN,IL61826	N/A	PC	General & Unrestricted	10,000
ENTERTAINMENT INDUSTRY FOUNDATION 10880 WILSHIRE BLVD STE 1400 LOS ANGELES,CA90024	N/A	PC	She Is the Music	5,000
EYELLIANCE INC 110 E 25TH ST NEW YORK,NY10010	N/A	PC	General & Unrestricted	5,000
FEEDING WESTCHESTER INC 200 CLEARBROOK RD ELMSFORD,NY10523	N/A	PC	Food Recovery Program	15,000
FEMME HOUSE 235 PARK AVE S FL 9 NEW YORK,NY10003	N/A	PC	General & Unrestricted	75,000
FOOD RECOVERY NETWORK INC 1012 14TH ST NW STE 903 WASHINGTON,DC20005	N/A	PC	General operations and Baltimore produce distribution fund	70,000
FOXG1 RESEARCH INC 1 LUCKENBACH LN SANDS POINT,NY11050	N/A	PC	General & Unrestricted	10,000
GIRL RISING PO BOX 1836 PITTSFIELD,MA01201	N/A	PC	Future Rising Fellows	100,000
GIRL RISING PO BOX 1836 PITTSFIELD,MA01201	N/A	PC	Charitable Event	5,000
GLYNWOOD CENTER INC PO BOX 157 362 GLYNWOOD RD COLD SPRINGS,NY10516	N/A	PC	Charitable Event	1,000
GLYNWOOD CENTER INC PO BOX 157 362 GLYNWOOD RD COLD SPRINGS,NY10516	N/A	PC	General & Unrestricted	75,000
GRAMEEN AMERICA INC 8211 37TH AVE STE 607 JACKSON HTS,NY11372	N/A	PC	Grameen Promotoras	100,000
GREENWAVE ORGANIZATION CORP 315 FRONT ST NEW HAVEN,CT06513	N/A	PC	Kelp Climate Fund	50,000
GROOVESAFE 14 CROSS ST STOW,MA01775	N/A	PC	General & Unrestricted	5,000
HOLLER HEALTH JUSTICE INC 1002 LEE ST E 11032 CHARLESTON,WV25301	N/A	PC	General & Unrestricted	10,000
INTERNATIONAL RESCUE COMMITTEE INC PO BOX 6068 ALBERT LEA,MN56007	N/A	PC	Supporting Work in Palestine	20,000
INTERNATIONAL SPORTS AND MUSIC PROJECT 226 S 1ST ST BROOKLYN,NY11211	N/A	PC	General & Unrestricted	10,000
INTERNEWS NETWORK PO BOX 4448 ARCATA,CA95518	N/A	PC	FilmAid	5,000
JUSTICE THROUGH EMPOWERMENT NETWORK SOUTH DAKOTA F PO BOX 2622 SIOUX FALLS,SD57101	N/A	PC	General & Unrestricted	10,000
LEAVING A POSITIVE LEGACY INC 2020 NE 35TH ST LIGHTHOUSE PT,FL33064	N/A	PC	General & Unrestricted	5,000
LONGHOUSE RESERVE 133 HANDS CREEK RD EAST HAMPTON,NY11937	N/A	PC	Charitable Event	3,000
MAD AGRICULTURE 728 PEARL ST BOULDER,CO80302	N/A	PC	General & Unrestricted	10,000
MANNA FOOD BANK 99 BROADPOINTE DR MILLS RIVER,NC28759	N/A	PC	General & Unrestricted	15,000
MEDECINS SANS FRONTIERES USA INC PO BOX 5030 HAGERSTOWN,MD21741	N/A	PC	Supporting work in Palestine and Ukraine	20,000
NABU GLOBAL INC 110 E 25TH ST NEW YORK,NY10010	N/A	PC	Read for Resilience Collection	100,000
NEW ROOTS FOUNDATION INC 217 NE 4TH AVE DELRAY BEACH,FL33483	N/A	PC	La Nueva Fabrica	5,000
NEW ROOTS FOUNDATION INC 217 NE 4TH AVE DELRAY BEACH,FL33483	N/A	PC	La Nueva Fabrica Trip fund	6,500
NEW YORK STUDIO SCHOOL 8 W 8TH ST NEW YORK,NY10011	N/A	PC	Charitable Event	4,500
NEW YORK STUDIO SCHOOL 8 W 8TH ST NEW YORK,NY10011	N/A	PC	Scholarship Fund and Student Enrichment Program	75,000
NYACK PARK CONSERVANCY PO BOX 1014 NYACK,NY10960	N/A	PC	Music on the Hudson	7,500
OPEN DOOR FOUNDATION INC 165 MAIN ST OSSINING,NY10562	N/A	PC	Mental Health and Digital Literacy Programs	10,000
PALESTINE CHILDRENS RELIEF FUND PO BOX 861716 LOS ANGELES,CA90086	N/A	PC	General & Unrestricted	20,000
PARTNERS IN HEALTH A NONPROFIT CORPORATION PO BOX 996 FREDERICK,MD21705	N/A	PC	University of Global Health Equity	100,000
PERFECT EARTH PROJECT INC PO BOX 1195 BRIDGEHAMPTON,NY11932	N/A	PC	Charitable Event	1,000
PERFECT EARTH PROJECT INC PO BOX 1195 BRIDGEHAMPTON,NY11932	N/A	PC	General & Unrestricted	4,000
PHILHARMONIC-SYMPHONY SOCIETY OF NEW YORK INC 10 LINCOLN CENTER PLZ NEW YORK,NY10023	N/A	PC	NY Philharmonic Education programs	100,000
PLANNED PARENTHOOD MINNESOTA NORTH DAKOTA SOUTH DA 671 VANDALIA ST SAINT PAUL,MN55114	N/A	PC	Abortion Funding	10,000
PROJECT DRAWDOWN PO BOX 25402 NEW YORK,NY10087	N/A	PC	Drawdown Stories and the Capital Coalition	100,000
ROOM TO READ 465 CALIFORNIA ST STE 1000 SAN FRANCISCO,CA94104	N/A	PC	Girls Life Skills and Literacy Program in Cambodia	100,000
SAMUEL WAXMAN CANCER RESEARCH FOUNDATION 420 LEXINGTON AVE STE 825 NEW YORK,NY10170	N/A	PC	Breast Cancer Research with Dr. Germaine and to Polyak-MacAllister's Research	62,500
SEEDS OF SOLIDARITY EDUCATION CENTER INC 165 CHESTNUT HILL RD ORANGE,MA01364	N/A	PC	the Women Healing Women Healing Earth project	10,000
SHARE OUR STRENGTH PO BOX 758644 TOPEKA,KS66675	N/A	PC	Support for Expanding Nutrition Benefits in School	33,333
SKY HIGH FARM INC 675 HALL HILL RD PINE PLAINS,NY12567	N/A	PC	General & Unrestricted	75,000
SKY HIGH FARM INC 675 HALL HILL RD PINE PLAINS,NY12567	N/A	PC	Charitable Event	1,500
SMITHSONIAN INSTITUTION PO BOX 418320 BOSTON,MA02241	N/A	PC	Charitable Event	20,000
SONGWRITINGWITH INC 632 FOGG ST 8 NASHVILLE,TN37203	N/A	PC	General & Unrestricted	10,000
SOUTH FORK SEA FARMERS PO BOX 1421 EAST HAMPTON,NY11937	N/A	PC	General & Unrestricted	5,000
SUNRISE MOVEMENT EDUCATION FUND 712 H ST NE UNIT 626 WASHINGTON,DC20002	N/A	PC	General & Unrestricted	10,000
SYLVIA CENTER INCORPORATED 2417 3RD AVE STE 301 BRONX,NY10451	N/A	PC	General & Unrestricted	5,000
SYRACUSE UNIVERSITY 640 SKYTOP RD FL 2 SYRACUSE,NY13244	N/A	PC	Our Time Will Come Scholarship Fund	5,000
THE DIVIDED SKY FOUNDATION CORPORATION 262 FOX LN LUDLOW,VT05149	N/A	PC	Women's Scholarship Fund	10,000
V-DAY 4104 24TH ST 4515 SAN FRANCISCO,CA94114	N/A	PC	Kenya Safe House	100,000
WOMENS REPRODUCTIVE RIGHTS ASSISTANCE PROJECT WRRA 1902A LINCOLN BLVD 1338 SANTA MONICA,CA90405	N/A	PC	General & Unrestricted	20,000
WORLD CENTRAL KITCHEN INCORPORATED PO BOX 96538 WASHINGTON,DC20090	N/A	PC	Supporting work in Palestine and Ukraine	20,000
WORLD MOTHER INC 310 RIVERSIDE DR APT 2102 NEW YORK,NY10025	N/A	PC	World Mother Storytelling Project Exhibition Guide	10,000
Total ................................. 3a				2,489,333

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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	17,328
4 Dividends and interest from securities ....			14	1,028,062
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	1,423,346
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aK-1 Inc/Loss			14	99,926
bFederal Tax Refund			01	1,757
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				2,570,419

13Total. Add line 12, columns (b), (d), and (e)..................

2,570,419

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

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

TY 2024 DepreciationSchedule

Name:

Gerald L Lennard Foundation Inc

EIN:

13-3888381

Description of Property	Date Acquired	Cost or Other Basis	Prior Years' Depreciation	Computation Method	Rate / Life (# of years)	Current Year's Depreciation Expense	Net Investment Income	Adjusted Net Income	Cost of Goods Sold Not Included

- TIN:

TY 2024 GeneralExplanationAttachment

Name:

Gerald L Lennard Foundation Inc

EIN:

13-3888381

Identifier	Return Reference	Explanation
FORM 926	FORM 926	The Foundation has prepared thESE formS to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information.
FORM 8865	FORM 8865	The Foundation has prepared this form to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information.

- TIN:

TY 2024 InvestmentsCorpBondsSchedule

Name:

Gerald L Lennard Foundation Inc

EIN:

13-3888381

Name of Bond	End of Year Book Value	End of Year Fair Market Value
3M - 2.650% - 04/15/2025	34,086	34,767
ALLY FINL INC - 6.646% - 01/17	33,073	31,980
ALLY FINL INC BOND PERPETUAL -	46,725	56,806
ALTRIA GROUP INC - 2.350% - 05	66,678	69,391
AMERICAN ELEC PWR - 3.250% - 0	15,590	15,438
AMERICAN EXPRESS CO - 3.125% -	130,004	122,451
AMERICAN TOWER CORP - 2.950% -	15,073	15,540
APPLE INC - 1.400% - 08/05/202	154,650	139,124
ARCH CAP GROUP LTD - 3.635% -	15,986	16,415
ARES CAPITAL CORP - 3.875% - 0	38,871	39,540
ARES CAPITAL CORP NOTE - 3.250	115,226	118,838
ATHENE HOLDING LTD - 3.950% -	23,615	25,195
AUTOZONE INC - 3.250% - 04/15/	82,249	84,597
BA ALTERNATIVE LN - 6.000% - 0	52,499	42,053
BANK AMER CORP BOND - 6.300% -	11,139	11,061
BANK NEW YORK MELLONCORP BOND	14,474	14,858
BANK OF AMERICA - 3.950% - 04/	103,099	104,713
BANK OF AMERICA CORP - PERPETU	219,884	199,379
BERKSHIRE HATHAWAY - 2.850% -	10,241	10,341
BIOGEN INC - 3.150% - 05/01/20	24,584	24,608
BK OF AMERICA CORP MTN - 1.197	77,182	77,721
BK OF AMERICA SR NOTE - 5.080%	19,055	19,054
BNSF FUNDING TRUST 1 NOTE - 6.	143,255	150,567
BOEING CO NOTE CALL MAKE WHOLE	150,000	145,462
BP CAP MKTS - 6.125% - 12/31/2	126,141	122,856
BP CAP MKTS AMER - 3.001% - 03	11,336	11,255
BP CAP MKTS P L C NOTE PERPETU	103,513	108,890
BUNGE LTD FINANCE CORP SR NT C	125,466	122,108
CAPITAL ONE FINL CORP - 4.250%	59,244	59,868
CHARTER COMMUNICATIONS - 3.500	21,636	22,634
CIGNA CORP SER B NT - 4.125% -	98,796	98,502
CIT GROUP INC - 7.125% - 12/31	184,058	178,553
CITIGROUP - 5.950% - 12/31/204	213,847	199,750
CITIGROUP INC - 3.106% - 04/08	31,827	31,846
CITIGROUP INC - 7.000% - ?	15,000	15,819
CITIGROUP INC BOND PERPETUAL -	23,394	25,300
COMCAST CORP SENIOR NOTE - 4.6	149,119	113,220
COREBRIDGE FINL INC - 6.375% -	102,766	99,453
CSX CORP - 3.350% - 11/01/2025	107,742	108,987
CWALT INC - 6.500% - 09/25/203	49,068	31,767
DISNEY WALT CO - 2.000% - 09/0	121,789	111,189
DOMINION ENERGY INC - 6.880% -	46,176	46,635
DOMINION ENERGY INC - 7.000% -	20,325	20,064
DOMINION RESOURCES - 3.900% -	89,205	90,386
DOVER CORP - 3.150% - 11/15/20	145,935	145,906
DUKE ENERGY CORP - 3.300% - 06	26,965	27,927
EDISON INTL BOND PERPETUAL - 5	76,509	83,817
ENBRIDGE - 8.500% - 01/15/2084	9,000	9,997
ENERGY TRANSFER LP - 8.000% -	29,541	30,392
FNMA REMIC TRUST 2024-41 - 5.5	64,028	62,327
GENERAL MTRS CO - 6.125% - 10/	82,860	82,632
GILEAD SCIENCES - 3.650% - 03/	4,937	4,940
GOLDMAN SACHS GROUP - 3.210% -	12,706	13,134
GOLDMAN SACHS GROUP - 3.500% -	38,339	38,129
GOLDMAN SACHS GROUP - 5.500% -	214,549	204,840
GOLDMAN SACHS GROUP INC - 6.13	101,855	98,875
GOLDMAN SACHS GROUP INC - 7.50	203,505	209,034
GOLDMAN SACHS GROUP INC NOTE -	117,581	120,557
GOVT NATL MTG - 5.500% - 01/20	73,297	72,642
HCA INC - 7.580% - 09/15/2025	35,727	35,579
HEWLETT PACKARD - 4.900% - 10/	93,039	92,993
JOHN DEERE - 2.800% - 09/08/20	128,745	119,765
JP MORGAN CHASE - 4.600% - 12/	142,178	149,330
KEURIG DR PEPPER INC - 3.400%	87,431	89,073
KINDER MORGAN INC - 3.250% - 0	14,458	15,224
KROGER CO/THE SENIOR BOND - 4.	139,590	123,346
LENNAR - 4.750% - 05/30/2025	8,928	8,989
LINCOLN NATL CORP IND BOND PER	50,637	53,541
LTB INTERNATIONAL - 3.625% - 0	24,899	25,560
MACYS - 4.300% - 02/15/2043	6,904	7,631
MARRIOTT INL. INC - 5.750% - 0	149,771	150,302
MARRIOTT INTL INC - 3.125% - 0	127,305	122,196
MCDONALDS CORP - 3.300% - 07/0	97,858	99,289
METLIFE - 5.875% - 12/31/2049	224,169	199,882
MICRON TECHNOLOGY INC NOTE - 3	22,239	23,682
MORGAN STANLEY - 5.300% - 12/3	211,210	204,310
MORGAN STANLEY SER F MTN - 2.4	20,794	22,778
NASDAQ INC - 3.250% - 04/28/20	18,934	20,091
NATIONAL RURAL UTILITIES - 5.2	189,650	172,197
NETFLIX INC - 5.875% - 02/15/2	11,037	11,011
ORACLE CORP NOTE - 3.600% - 04	24,380	25,839
ORACLE CORP NOTE - 3.850% - 04	19,782	20,649
PACIFIC GAS & ELEC - 3.500% -	19,953	21,964
PRUBENTIAL FINL INC - 5.375% -	200,435	198,648
REGIONS FINANCIAL CORP - 5.750	28,815	28,758
RESIDENTIAL ASSET SER 2007-A5	56,153	37,823
RTX CORP NOTE - 3.030% - 03/15	20,125	20,910
SCHWAB CHARLES CORP BOND PERPE	89,651	90,431
SEMPRA ENERGY BOND PERPETUAL -	113,305	118,438
SEMPRA ENERGY COM - 3.250% - 0	128,348	120,354
SIMON PPTY - 3.250% - 09/13/20	20,371	21,530
SIMON PROPERTY GROUP LP SENIOR	131,750	121,553
SOUTHERN POWER - 4.150% - 12/0	55,364	55,732
STARBUCKS CORP - 3.500% - 11/1	19,826	20,079
STRUCTURED ASSET - 3.632% - 08	43,656	37,742
SUNTRUST ALT - 5.750% - 12/25/	37,817	32,973
SUNTRUST BANKS INC NOTE - 4.00	49,312	49,881
T MOBILE USA - 3.500% - 04/15/	3,919	3,982
TOLL BROS FIN CORP - 4.875% -	11,006	10,996
TYSON FOODS INC NOTE - 4.875%	147,635	119,100
VALERO ENERGY CORP - 3.650% -	13,226	13,503
VERIZON COMMUNICATIONS - 1.450	124,754	120,280
VERIZON COMMUNICATIONS INC - 2	25,257	25,844
WELLS FARGO & CO NEW - 6.850%	205,038	206,430
WELLS FARGO & CO NEW DEPOSITAR	162,438	149,250
WELLS FARGO &CO SER Q MTN - 2.	129,331	132,593
WILLIAMS COS INC - 3.500% - 10	19,454	20,480
ZOETIS INC NOTE - 5.400% - 11/	56,025	56,294

- TIN:

TY 2024 InvestmentsCorpStockSchedule

Name:

Gerald L Lennard Foundation Inc

EIN:

13-3888381

Name of Stock	End of Year Book Value	End of Year Fair Market Value
3I GROUP PLC ADR	99,272	111,169
ABB LTD	8,179	7,788
ABBOTT LABS	111,644	118,313
ABBVIE INC	69,797	82,808
ACCENTURE PLC	76,083	82,671
ACUSHNET HOLDINGS CORP	70,387	145,643
ADYEN N.V.	63,591	73,256
AGILENT TECHNOLOGIES INC	66,401	67,304
AGNC INVESTMENT CORP	41,481	49,231
AIR PRODS & CHEM INC	54,107	58,588
AIRBNB	141,220	120,240
AKAMAI TECH COM STK	7,421	6,982
ALBANY INTERNATIONAL CORP	4,527	4,379
ALBEMARLE CP	12,220	4,466
ALCON INC	3,265	3,746
ALPHABET INC CL A	130,936	224,510
AMAZON COM	248,035	401,703
AMERICAN EXPRESS CO	94,914	127,323
AMERICAN TOWER REIT INC	23,247	18,283
ANALOG DEVICES INC	85,550	96,244
ANNALY CAPITAL MANAGEMENT PFD	39,864	43,629
ANSYS INC	7,238	8,096
AON PLC CL A	44,059	53,156
ARCH CAPITAL GROUP LTD	69,195	94,843
ARCHROCK INC	4,774	14,187
ARES MANAGEMENT CORPORATION	107,033	127,639
ARGENX SE	7,805	11,146
ARROW ELECTRONICS INC	7,234	6,948
ARTISAN PARTNERS ASSET MANAGEM	69,684	82,182
ASICS CORPORATION	4,209	4,411
ASM INTERNATIONAL NV	34,056	60,330
ASML HOLDING NV NY REG SHS	60,569	91,602
ASPEN TECHNOLOGY INC COM	48,470	66,152
ASTRAZENECA	108,512	104,832
ATLAS COPCO AB A SHS ADR	8,269	9,199
ATLASSIAN CORP CL A	40,975	76,178
AUTOMATIC DATA PROCESSING INC	93,035	120,019
BAE SYSTEMS PLC	65,412	71,564
BANCFIRST CORPORATION	51,144	71,714
BANCO BILBAO ARG SA	7,778	7,037
BANK OF AMERICA CORP	28,388	32,479
BECTON DICKINSON & CO	39,730	36,980
BERKSHIRE HATHAWAY INC. CLASS	18,191	35,713
BIO RAD LABS INC CL A	10,014	8,481
BLACKROCK INC	88,040	119,938
BORG WARNER INC	7,004	5,722
BOSTON PPTYS INC	8,923	7,882
BOX INC	7,058	8,690
BRAMBLES LTD UNSP AD	6,106	9,013
BROADCOM INC	142,530	331,531
CABOT CP	4,802	7,579
CADENCE DESIGN SYSTEMS INC	97,609	137,010
CALVERT EMERGING MARKETS EQUIT	554,143	516,710
CANADIAN NATURAL RESOURCES LTD	56,315	54,702
CANADIAN PACIFIC RAILWAY LTD	91,955	101,680
CAPITAL ONE FINANCIAL CORP	21,705	26,391
CARRIER GLOBAL	45,787	45,461
CBRE GROUP	11,208	14,442
CENTENE CORP	7,397	6,785
CF INDUSTRIES HOLDINGS, INC	7,560	11,006
CHARLES RIV LABORATORIES INTL	8,627	7,911
CHARLES SCHWAB CORP	25,817	33,379
CHECK POINT SOFTWARE TECHNOLOG	5,236	5,103
CHIPOTLE MEX GRILL	60,774	101,967
CHUBB LIMITED	58,576	88,140
CIRRUS LOGIC INC	6,274	7,668
CLEARWATER ANALYTICS HOLDINGS,	62,735	80,386
COMCAST CORP	28,113	22,893
COMPASS GROUP PLC ADR	69,771	83,370
CONMED CORPORATION	7,714	6,117
COPT DEFENSE PROPERTIES	4,885	5,602
CORVEL CORP	64,174	181,243
COUPANG ORD SHS CL A	74,038	78,359
CRH PLC - AMERICAN DEPOSITARY	7,615	11,750
CVS CAREMARK CORP	29,069	18,001
D R HORTON	3,598	6,123
DANAHER CORP	155,497	166,653
DARDEN RESTAURANTS INC	6,148	8,164
DATADOG INC	66,767	74,446
DEERE CO	24,356	25,883
DEUTSCHE BOERSE ADR	8,459	10,470
DEUTSCHE TELE AG ADS	8,282	12,865
DIODES	5,393	3,513
DONALDSON CO. INC	29,259	35,561
DYNATRACE	100,313	115,929
EASTMAN CHEMICAL CO	8,062	7,339
EATON CORP PLC	55,908	71,020
ECOLAB INC	61,708	77,148
EDISON INTL	24,540	32,575
EDP-ELECTRICIDADE DE PORTUGAL	12,817	7,852
EMCOR GROUP INC	40,258	168,397
EXPERIAN GROUP LTD S/ADR	42,770	51,532
EXXON MOBIL CORP	59,730	61,853
FACTSET RESH SYST INC	55,010	91,733
FERGUSON PLC	47,522	56,931
FERRARI NV	67,706	132,548
FIRST HAWAIIAN INC	89,637	100,011
FIRST TR ENHANCED SHORT MATURI	87,434	87,444
FIRSTCASH HOLDINGS INC	4,388	5,629
FORMFACTOR INC.	4,950	5,192
FORTIVE CORPORATION	57,365	57,900
FRANKLIN FLOATING RATE DAILY A	575,014	561,878
FTI CONSULTING INC	107,537	187,116
GALLAGHER ARTHUR J & CO	134,291	155,266
GATX CORP INC	7,931	12,552
GENERAL ELECTRIC CO	83,696	77,391
GIVAUDAN SA UNSP/ADR	7,673	7,927
GRACO INC	74,905	111,769
GROUPE DANONE ADS	11,912	11,087
HALEON PLC	24,629	31,043
HDFC BANK LTD ADR	9,259	9,834
HENRY JACK & ASSOC INC	39,373	43,124
HERMES INTL 10 ADR	5,141	5,281
HEXCEL CP DELAWARE	6,579	7,085
HOLOGIC, INC	8,198	8,290
HOME DEPOT INC	145,266	173,256
HOULIHAN LOKEY INC	8,740	13,096
HOYA CORP SPONS ADR	10,165	10,737
HUNTINGTON INGALLS INDUSTRIES	5,134	4,913
IBERDROLA SA RIGHTS
ICICI BK LTD ADS	54,892	74,441
ICON PLC - AMERICAN DEPOSITARY	116,545	105,716
ILLINOIS TOOL WORKS	12,899	14,870
INDUSTRIA DE DISENO	12,946	18,240
INSPERITY INC	8,641	5,725
INTEL CORP	49,365	27,649
INTESA SANPAOLO SPA	8,040	11,616
INTUIT	173,509	219,975
INTUITIVE SURGICAL	75,642	82,202
ISHARES INC ISHARES MSCI EM ES	373,731	346,354
ISHARES MSCI KLD 400 SOCIAL IN	1,799,218	2,897,480
ISHARES SHORT MATURITY BOND ET	117,398	119,938
ISHARES TRUST 0-5 YR INVT GRAD	15,354	15,867
ISHARES TRUST ISHARES MSCI EAF	1,451,840	1,500,719
JOHNSON & JOHNSON	129,717	119,890
JP MORGAN CHASE	141,324	232,998
KADANT INC	88,248	132,476
KFORCE INC	40,004	36,288
KKR & CO INC	150,705	233,550
KLA TENCOR CORP	139,246	131,460
L'OREAL ADR	10,705	9,083
LANDSTAR SYSTEM	133,630	136,457
LCI INDUSTRIES	79,251	60,070
LENOVO GROUP LTD ADR	4,012	3,708
LINCOLN NATL CORP SER D 9.0%	39,727	40,126
LINDE PLC COM	130,374	170,343
LLOYDS BANKING GROUP PLC	8,869	8,217
LONDON STK EXCHANGE GROUP	14,444	19,915
LVMH MOET HENN UNSP	11,743	10,774
MANHATTAN ASSOCIATES INC	33,021	102,151
MARSH AND MCLENNAN COMPANIES I	71,998	97,921
MARTIN MARIETTA MATLS INC	18,152	28,201
MARVELL TECHNOLOGY, INC	113,287	225,428
MCDONALD'S CORP	63,395	77,401
MCKESSON CORP	24,255	36,125
MEITUAN DIANPING UNSPONSORED A	132,763	102,381
MERCADOLIBRE, INC	47,969	56,115
MERCK & CO INC	13,478	17,508
META PLATFORMS INC	4,558	18,167
MICROCHIP TECHNOLOGY INC	38,000	26,438
MICROSOFT CORP	515,949	785,676
MIDDLEBY CORPORATION	7,781	7,991
MITSUBISHI HEAVY INDUSTRIES LT	82,843	94,964
MITSUBISHI UFJ FINANCIAL GROUP	5,833	5,766
MOELIS AND COMPANY	75,328	140,298
MONDAY.COM LTD	60,668	65,923
MONOLITHIC POWER SYSTEMS, INC	99,020	118,202
MONOTARO CO., LTD	1,960	1,717
MOOG INC CL A	4,910	12,598
MORGAN STANLEY	75,455	106,611
MOTOROLA SOLUTIONS INC	14,252	30,333
MSCI INC	86,002	98,205
MYRIAD GENETICS, INC	7,778	3,565
NEXTERA ENERGY, INC	95,587	99,434
NOMURA RESEARCH INST LTD	3,395	3,526
NORTHEAST UTIL	57,936	54,214
NOVO NORDISK A S	100,333	156,642
NUVEEN AMT FREE QUALITY MUNICI	30,914	31,471
NUVEEN DIVIDEND ADVANTAGE MUNI	30,671	31,365
NVIDIA CORP	96,595	415,225
O'REILLY AUTOMOTIVE INC	34,087	35,649
OLYMPUS CORP	9,473	7,782
ON SEMICONDUCTOR	6,176	6,683
ORACLE CORP	86,061	155,975
OTIS WORLDWIDE CORP	17,233	23,430
PAPA JOHNS INTL INC	10,018	5,832
PARKER HANNIFIN CP	29,227	33,449
PENN NATIONAL GAMING	5,077	2,914
PEPSICO INC	28,478	29,652
PHILLIPS 66	68,111	66,991
PIMCO ENHANCED SHORT MATURITY	24,575	24,784
PRIMERICA, INC	101,986	212,522
PROCTER GAMBLE CO	63,861	82,316
PROGRESSIVE CORP OHIO	169,972	205,106
PROLOGIS	117,503	101,049
PUBLICIS GROUPE S.A	7,312	7,269
QIAGEN NV	7,868	7,615
RAYMOND JAMES FINANCIAL INC	7,702	11,960
RBC BEARINGS INCORPORATED	66,170	114,571
REINSURANCE GROUP AMER INC	6,030	11,793
REINSURANCE GRP OF AMERICA INC	21,740	21,517
RELX PLC	7,782	12,854
RENTOKIL INITIAL PLC SPON ADR	4,034	2,912
REPUBLIC SVCS INC	25,884	42,650
RIGHTMOVE PLC ADR	103,911	97,615
RLI CORP	41,824	77,635
ROLLS ROYCE GRP PLC S/ADR	102,490	98,519
RYDER SYSTEM	6,489	12,235
SAFRAN SA - UNSPON ADR	112,830	127,094
SAP AKTIENGESELL ADS	129,791	139,874
SBA COMMUNICATIONS CORP	10,522	7,494
SCHNEIDER ELEC UNSP/ADR	59,299	90,345
SEA LTD	99,547	141,537
SEMPRA ENERGY COM	48,378	64,650
SERVICE NOW	115,421	222,018
SHERWIN-WILLIAMS CO	17,209	25,361
SHOPIFY INC	6,945	10,473
SIEMENS HEALTHINEERS AG	4,067	3,499
SIMPSON MANUFACTURING CO INC	115,335	212,594
SMC CORPORATION	6,546	5,233
SMITH A O CORP DEL COM	9,359	8,731
SMNEY	75,172	79,130
SNAP ON INC	6,580	10,863
SONOCO PRODUCTS COMPANY	7,307	6,106
SONY GROUP CORP	14,019	17,880
SPOTIFY TECHNOLOGY SA	81,116	123,705
STARBUCKS CORP COM	14,926	14,144
STERIS PLC	58,695	75,646
STRAUMANN HLDG	5,672	5,428
TAIWAN SEMICONDUCTOR MFG CO LT	223,647	358,511
TELEDYNE TECH INC	10,209	10,675
TERUMO CORP	5,961	6,162
TEXAS INSTRUMENTS INC	85,360	78,567
THE COCA-COLA CO	85,424	94,760
THE TRADE DESK INC	37,101	33,725
THERMO FISHER SCIENTIFIC INC	121,694	119,133
THOMSON REUTERS CORPORATION	7,334	10,313
TJX COMPANIES INC	108,311	123,951
TOKIO MARINE HOLDINGS INC	9,532	9,077
TOKYO ELECTRON LTD	11,304	10,795
TORO CO	162,464	154,513
TRANE TECHNOLOGIES PLC	54,534	78,302
TRAVELERS COMPANIES INC	18,019	30,593
UBER	105,935	124,139
UBS AG	65,465	64,915
UCB UNSP ADR	4,484	5,207
UFP INDUSTRIES	94,684	105,553
UNILEVER PLC AMER	9,252	9,809
UNION PACIFIC	86,821	95,777
UNITEDHEALTH GROUP INC	154,903	159,821
US BANCORP	17,399	19,084
VALMONT INDUSTRIES INC	7,132	8,027
VANGUARD CORP BOND ETF LONG TE	15,477	15,405
VERALTO CORPORATION	103,577	133,729
VERISK ANALYTICS, INC	75,414	101,358
VIRTUS ALLIANZGI CONVERTIBLE &	19,436	18,610
VISA INC	177,641	251,884
WALT DISNEY HOLDINGS CO	10,662	12,694
WASTE CONNECTIONS	40,802	50,959
WATTS WATER TECHNOLOGIES INC	81,613	140,074
WEBSTER FINL CORP	8,055	7,896
WEC ENERGY GROUP, INC	30,269	33,384
WEST PHARMA SVCS INC	114,067	129,059
WEX, INC	8,290	7,161
WILLIAMS COS	33,675	51,576
WINTRUST FINANCIAL CORPORATION	7,584	7,248
WOODWARD INC	6,976	10,318
WORKDAY INC	115,660	113,017
XPO LOGISTICS INC	26,765	29,378
ZAI LABORATORY	1,827	1,667

- TIN:

TY 2024 InvestmentsGovtObligationsSch

Name:

Gerald L Lennard Foundation Inc

EIN:

13-3888381

US Government Securities - End of Year Book Value:

3,771,652

US Government Securities - End of Year Fair Market Value:

3,327,063

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

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

- TIN:

TY 2024 InvestmentsOtherSchedule2

Name:

Gerald L Lennard Foundation Inc

EIN:

13-3888381

Category/ Item	Book Value	End of Year Fair Market Value
ACIP PARALLEL FUND A LP	397,807	459,583
ALKEON GROWTH OFFSHORE FUND, L	975,000	950,241
ALKEON INNOVATION OFFSHORE FUN	414,500	372,491
ALPINVEST CO-INV FD (OFFSHORE	946,501	1,129,314
ARES SPECIAL OPPORTUNITIES II	269,980	329,439
BLUE OWL CREDIT INCOME CORP	600,000	603,151
BLUE OWL HEALTHCARE OPP IV LP	493,972	446,712
BLUE OWL RE FUND VI (FKA OAK S	141,434	131,996
BRIDGE WFAH FUND II-R LP	806,882	825,075
EXODUSPOINT PARTNERS INTL FUND	450,000	596,270
FORTRESS LENDING FUND II A LP	381,807	371,160
FORTRESS LENDING FUND IV (A) L	122,669	123,579
HARBOURVEST ACCESS - CO-INVEST	637,044	780,617
MILLENNIUM INTL LTD - HH	1,100,000	1,644,245
NH REIT CL I	505,028	506,908
NORTH HAVEN REAL ESTATE FD X G	178,559	192,560
PE PREMIER ASF IX OFFSHORE	68,436	76,298
PE PREMIER BX GROWTH OFFSHORE	337,058	307,101
PE PREMIER BX SECONDARIES IX O	226,000	289,340
PE PREMIER BX STRATEGIC PARTNE	319,397	367,479
PE PREMIER OAKTREE OPP XI OFFS	530,426	672,319
PE PREMIER TPG RISE FUND III O	172,702	198,469
PETERSHILL IV OFFSHORE FEEDER	136,250	183,901
POINT72 CAPITAL INTERNATIONAL	350,000	753,842
RIVERVIEW OMNI CAYMAN E2	700,000	746,787
STARBOARD VALUE AND OPPORTUNIT	550,000	636,470
THIRD POINT OFFSHORE FUND LTD	650,000	788,687
TRUEBRIDGE SELECT FD I (CAYMAN	352,398	391,765
AFTER FREDERIC REMINGTON	1,500	1,500
FERNAND LGER "FEMME COUCHE"	375,000	375,000
HENRI LAURENS "LA CHEVELURE"	250,000	250,000

- TIN:

TY 2024 OtherExpensesSchedule

Name:

Gerald L Lennard Foundation Inc

EIN:

13-3888381

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
Administrative Fees	80,861		80,861
Bank Charges	1,171	1,171
WEBSITE HOSTING/SUPPORT	585		585
Indemnification Insurance	1,361		1,361
Insurance Premiums	4,116		4,116
K-1 Exp ACIP PARALLEL FUND A L	221	221
K-1 Exp BLUE OWL HEALTHCARE OP	15,084	15,084
K-1 Exp BLUE OWL RE FUND VI (F	5,288	5,288
K-1 Exp BRIDGE WFAH FUND II-R	8,549	8,549
K-1 EXP FORTRESS LENDING II	138	138
K-1 EXP FORTRESS LENDING IV	76	74
K-1 Exp HARBOURVEST ACCESS - C	1,167	1,167
K-1 Exp TRUEBRIDGE SELECT FD I	15,504	15,477
CREDIT CARD FEES	64		64
Postage/Delivery Service	272		272
Registered Agent Fee	210		210
State or Local Filing Fees	25		25
Storage Fee	3,548	3,548

- TIN:

TY 2024 OtherIncomeSchedule2

Name:

Gerald L Lennard Foundation Inc

EIN:

13-3888381

Description	Revenue And Expenses Per Books	Net Investment Income
K-1 Inc/Loss ACIP PARALLEL FUND A LP	36,461	36,461
K-1 Inc/Loss BLUE OWL HEALTHCARE OPP IV LP (FKA C	1,965	1,965
K-1 Inc/Loss BLUE OWL RE FUND VI (FKA OAK STREET	4,992	4,992
K-1 Inc/Loss FORTRESS LENDING FUND II A LP	49,946	49,946
K-1 Inc/Loss FORTRESS LENDING FUND IV (A) LP	6,145	6,145
K-1 Inc/Loss HARBOURVEST ACCESS - CO-INVESTMENT F	108	108
K-1 Inc/Loss TRUEBRIDGE SELECT FD I (CAYMAN) LP	309	309
Federal Tax Refund	1,757

- TIN:

TY 2024 OtherProfessionalFeesSchedule

Name:

Gerald L Lennard Foundation Inc

EIN:

13-3888381

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Investment Management Services	349,371	349,371
Philanthropic Consulting Srvcs	144,231			144,231

- TIN:

TY 2024 TaxesSchedule

Name:

Gerald L Lennard Foundation Inc

EIN:

13-3888381

Category	Amount	Net Investment Income
990-PF Estimated Tax for 2024	25,400
990-PF Excise Tax for 2023	1,651
990-PF Extension for 2023	1,100
Foreign Tax Paid	5,319	5,319