Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE 2A FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)CO PRA LLC 450 LEX AVE 38TH FL
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10017
A Employer identification number

27-0846607
B Telephone number (see instructions)

(212) 273-0462
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$120,000,824J 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) 14,972,047
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,558,795 1,557,718  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 7,096,520
b Gross sales price for all assets on line 6a 19,655,634
7 Capital gain net income (from Part IV, line 2)... 10,260,748
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)....... Click to see attachment
List of Attached Documents:
// Content
157,714 192,188  
12 Total. Add lines 1 through 11........ 23,785,076 12,010,654  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
9,789 2,447   7,342
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
8,486 2,122   6,364
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
186,687 0   186,687
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
175,913 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
566,800 565,300   1,500
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 947,675 569,869   201,893
25 Contributions, gifts, grants paid....... 5,005,000 5,005,000
26 Total expenses and disbursements. Add lines 24 and 25 5,952,675 569,869   5,206,893
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 17,832,401
b Net investment income (if negative, enter -0-) 11,440,785
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 260,865 117,477 117,477
2 Savings and temporary cash investments......... 2,923,310 5,453,505 5,453,505
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 32,518,363 Click to see attachment
List of Attached Documents:
// Content
49,624,820 		49,624,820
c Investments—corporate bonds (attach schedule)....... 2,537,947 Click to see attachment
List of Attached Documents:
// Content
6,137,698 		6,137,698
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).......... 54,956,050 Click to see attachment
List of Attached Documents:
// Content
58,667,324 		58,667,324
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 93,196,535 120,000,824 120,000,824
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 93,196,535 120,000,824
29 Total net assets or fund balances (see instructions)..... 93,196,535 120,000,824
30 Total liabilities and net assets/fund balances (see instructions). 93,196,535 120,000,824
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
93,196,535
2
Enter amount from Part I, line 27a .....................
2
17,832,401
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
8,971,888
4
Add lines 1, 2, and 3 ..........................
4
120,000,824
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
120,000,824
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 22C CAPITAL II-A, L.P. - ST P 2024-01-01 2024-12-31
b FPC SMALL CAP FUND I, L.P. - LT P 2021-01-01 2024-12-31
c NB PRIVATE MARKETS FUND III (TE) - LT P 2021-01-01 2024-12-31
d PUBLICLY TRADED SECURITIES      
e THE CHILDREN'S INVESTMENT FUND LP - LT P 2021-01-01 2024-12-31
THE CHILDREN'S INVESTMENT FUND LP - LT P 2021-01-01 2024-12-31
THE CHILDREN'S INVESTMENT FUND LP - LT: LESS UBTI P 2021-01-01 2024-12-31
THE CHILDREN'S INVESTMENT FUND LP - ST P 2024-01-01 2024-12-31
THE CHILDREN'S INVESTMENT FUND LP - ST P 2024-01-01 2024-12-31
THE CHILDREN'S INVESTMENT FUND LP - ST: LESS UBTI P 2024-01-01 2024-12-31
AXONIC CREDIT OPPORTUNITIES OVERSEAS FUND LTD P 2011-12-01 2024-01-26
PUBLICLY TRADED SECURITIES - BOFA D 2021-01-01 2024-12-31
DISPOSITION OF THE CHILDREN'S INVESTMENT FUND LP P 2020-05-01 2024-06-30
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,708     1,708
b     8,724 -8,724
c 27,870     27,870
d 6,863,900   3,914,267 2,949,633
e 13,422     13,422
277,107     277,107
    13,422 -13,422
3,159     3,159
65,212     65,212
    3,159 -3,159
4,796,293   2,500,000 2,296,293
5,710,463   1,058,814 4,651,649
1,896,500   1,896,500 0
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       1,708
b       -8,724
c       27,870
d       2,949,633
e       13,422
      277,107
      -13,422
      3,159
      65,212
      -3,159
      2,296,293
      4,651,649
      0
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 10,260,748
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) 1 159,027
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........................... 3 159,027
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- ..... 5 159,027
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 235,111
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 110,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 345,111
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 186,084
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow186,084 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowPINE RIDGE ADVISERS LLC Telephone no.right arrow (212) 273-0462

Located atright arrow450 LEXINGTON AVE 38TH FLNEW YORKNY ZIP+4right arrow10017
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
BALDO FODERA PRESIDENT
2.00 		0 0 0
450 LEXINGTON AVE FL 38 C/O PINE
RIDGE ADVISERS LLC
NEW YORK,NY10017
AMANDA MORCOS DIRECTOR
2.00 		0 0 0
450 LEXINGTON AVE FL 38 C/O PINE
RIDGE ADVISERS LLC
NEW YORK,NY10017
STEPHEN MCINERNEY DIRECTOR
1.00 		0 0 0
450 LEXINGTON AVE FL 38 C/O PINE
RIDGE ADVISERS LLC
NEW YORK,NY10017
ALEXANDER MORCOS DIRECTOR
2.00 		0 0 0
450 LEXINGTON AVE FL 38 C/O PINE
RIDGE ADVISERS LLC
NEW YORK,NY10017
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
PINE RIDGE ADVISERS LLC ADVISORY SERVICES 457,283
450 LEXINGTON AVE FL 38
NEW YORK,NY10017
US TRUST BANK OF AMERICA PWM INVESTMENT ADVISORY 87,059
114 WEST 47TH ST 6TH FL
NEW YORK,NY10036
TRISHA L CORNWELL CONSULTING LLC CONSULTING 69,964
925 MORGAN AVE
SCHENECTADY,NY12309
ELFENBEIN LLC CONSULTING 67,292
408 SAINT JOHNS PL 2B
BROOKLYN,NY11238
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
90,513,618
b
Average of monthly cash balances.......................
1b
8,168,383
c
Fair market value of all other assets (see instructions)................
1c
7,280,452
d
Total (add lines 1a, b, and c).........................
1d
105,962,453
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
105,962,453
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,589,437
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
104,373,016
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
5,218,651
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
5,218,651
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
159,027
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
159,027
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
5,059,624
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
5,059,624
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
5,059,624
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
5,206,893
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
5,206,893
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 5,059,624
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 1,406,723
b Total for prior years:20 , 20, 20 0
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 ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 5,206,893
a Applied to 2023, but not more than line 2a 1,406,723
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..... 3,800,170
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 .......... 		1,259,454
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....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
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

ACLU

125 BROAD STREET 18TH FLOOR
NEW YORK,NY10004 		NONE PUBLIC CHARITY GENERAL FUND 500,000

ASPCA

520 8TH AVENUE 7TH FLOOR
NEW YORK,NY10018 		NONE PUBLIC CHARITY GENERAL FUND 25,000

BARNARD CENTER FOR TODDLER DEVELOPMENT

3009 BROADWAY
NEW YORK,NY10027 		NONE PUBLIC CHARITY GENERAL FUND 10,000

BEST FRIENDS ANIMALS SOCIETY

5001 ANGEL CANYON RD
KANAB,UT84741 		NONE PUBLIC CHARITY GENERAL FUND 75,000

CARE INC

151 ELLIS STREET NE
ATLANTA,GA30303 		NONE PUBLIC CHARITY GENERAL FUND 100,000

CENTRAL PARK CONSERVANCY

717 FIFTH AVENUE
NEW YORK,NY10022 		NONE PUBLIC CHARITY GENERAL FUND 125,000

CITY HARVEST INC

150 52ND STREET
BROOKLYN,NY11232 		NONE PUBLIC CHARITY GENERAL FUND 150,000

DOCTORS WITHOUT BORDERS

40 RECTOR STREET 16TH FLOOR
NEW YORK,NY10006 		NONE PUBLIC CHARITY GENERAL FUND 150,000

ELECTRONIC FRONTIER FOUNDATION

815 EDDY STREET
SAN FRANCISCO,CA94109 		NONE PUBLIC CHARITY GENERAL FUND 100,000

FREE SOFTWARE FOUNDATION

51 FRANKLIN STREET 5TH FLOOR
BOSTON,MA02110 		NONE PUBLIC CHARITY GENERAL FUND 10,000

GOTHAM GIVES INC

397 WEST 12TH STREET
NEW YORK,NY10014 		NONE PUBLIC CHARITY GENERAL FUND 50,000

GREENSBORO DAY SCHOOL

5401 LAWNDALE DRIVE
GREENSBORO,NC27455 		NONE PUBLIC CHARITY GENERAL FUND 150,000

LIFTING UP WESTCHESTER

35 ORCHARD STREET
WHITE PLAINS,NY10603 		NONE PUBLIC CHARITY GENERAL FUND 50,000

MATHCOUNTS FOUNDATION

1420 KING STREET
ALEXANDRIA,VA22314 		NONE PUBLIC CHARITY GENERAL FUND 10,000

NCSSM FOUNDATION

1219 BROAD STREET
DURHAM,NC27705 		NONE PUBLIC CHARITY ACADEMIC COMMONS & RESIDENTIAL HALL RENOVATIONS PROJECTS 1,500,000

NEW YORK-PRESBYTERIAN HOSPITAL

850 3RD AVENUE FLOOR 12
NEW YORK,NY10022 		NONE PUBLIC CHARITY GENERAL FUND 125,000

NY MATH CIRCLE

PO BOX 1992
NEW YORK,NY10113 		NONE PUBLIC CHARITY GENERAL FUND 10,000

PROJECT ON MIDDLE EAST DEMOCRACY

1730 RHODE ISLAND AVENUE NW SUITE
617
WASHINGTON,DC20036 		NONE PUBLIC CHARITY GENERAL FUND 200,000

ROBIN HOOD FOUNDATION

826 BROADWAY 9TH FLOOR
NEW YORK,NY10003 		NONE PUBLIC CHARITY GENERAL FUND 300,000

STONE BARN CENTER FOR FOOD & AGRICULTURE

630 BEDFORD ROAD
POCANTICO HILLS,NY10591 		NONE PUBLIC CHARITY GENERAL FUND 200,000

THE BOWERY MISSION

227 BOWERY
NEW YORK,NY10002 		NONE PUBLIC CHARITY GENERAL FUND 75,000

WMC FOUNDATION

501 EAST WASHINGTON AVE
MADISON,WI53703 		NONE PUBLIC CHARITY GENERAL FUND 25,000

BANK OF AMERICA CHARITABLE GIFT FUND

100 FEDERAL STREET
BOSTON,MA02110 		NONE PUBLIC CHARITY GENERAL FUND 1,000,000

THE SHARING SHELF INC

47 PURDY AVE
PORT CHESTER,NY10573 		NONE PUBLIC CHARITY GENERAL FUND 15,000

RELAY GRADUATE SCHOOL OF EDUCATION

25 BROADWAY 3RD FLOOR
NEW YORK,NY10004 		NONE PUBLIC CHARITY GENERAL FUND 50,000
Total .................................right arrow 3a 5,005,000
bApproved for future payment

STONE BARN CENTER FOR FOOD & AGRICULTURE
630 BEDFORD ROAD
POCANTICO HILLS,NY10591 		NONE PUBLIC CHARITY GENERAL FUND 400,000

CENTRAL PARK CONSERVANCY
717 FIFTH AVENUE
NEW YORK,NY10022 		NONE PUBLIC CHARITY GENERAL FUND 375,000
Total ................................. right arrow 3b 775,000
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 1,558,795  
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 .....     14 15  
8 Gain or (loss) from sales of assets other than
inventory ............ 		523000 16,581 18 7,079,939  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME FROM PARTNERSHIPS 		523000 -34,474 14 192,173  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -17,893 8,830,922 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
8,813,029
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
THE 2A FOUNDATION INC
 
Employer identification number

27-0846607
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

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

527 political organization


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

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

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
THE 2A FOUNDATION INC
  		Employer identification number
27-0846607
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
ALEXANDER AMANDA H MORCOS
C/O PRA 450 LEXINGTON AVE FL38
 
NEW YORK, NY10017

$ 14,972,047


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
THE 2A FOUNDATION INC
  		Employer identification number

27-0846607
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 11,500 SH. BERKSHIRE HATHAWAY INC, NASDAQ $ 5,051,893 2024-07-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 21,450 SH. APPLE INC, NASDAQ $ 5,369,900 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 6,700 SH. AMAZON INC, NASDAQ $ 1,525,155 2024-12-24
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 15,400 SH. ALPHABET INC, NASDAQ $ 3,025,099 2024-12-24
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
THE 2A FOUNDATION INC
  		Employer identification number

27-0846607
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
THE 2A FOUNDATION INC
EIN:
27-0846607
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING AND TAX PREP FEE 8,486 2,122   6,364

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE 2A FOUNDATION INC
EIN:
27-0846607
Name of Bond End of Year Book Value End of Year Fair Market Value
17 SHARES OF PENSKE AUTOMOTIVE GROUPCOMPANY GUARNT 3.75 % DUE JUN 15, 2029 15,450 15,450
17 SHARES OF PILGRIM'S PRIDE CORPCOMPANY GUARNT GLB 4.25 % DUE APR 15, 2031 15,644 15,644
2 SHARES OF HEXCEL CORPGLB 4.20 % DUE FEB 15, 2027 1,955 1,955
17 SHARES OF SBA COMMUNICATIONS CORPGLB 3.125 % DUE FEB 1, 2029 15,345 15,345
17 SHARES OF ASBURY AUTOMOTIVE GROUPCOMPANY GUARNT GLB 4.50 % DUE MAR 1, 202 16,295 16,295
17 SHARES OF SEAGATE HDD CAYMANCOMPANY GUARNT GLB 5.75 % DUE DEC 1, 2034 16,311 16,311
17 SHARES OF YUM BRANDS INCGLB 4.625 % DUE JAN 31, 2032 15,709 15,709
20 SHARES OF ORACLE CORPGLB 6.25 % DUE NOV 9, 2032 21,195 21,195
20 SHARES OF SHIRE ACQ INV IRELAND DACOMPANY GUARNT GLB 3.20 % DUE SEP 23, 2 19,543 19,543
20 SHARES OF UNITED TECHNOLOGIES CORPGLB 4.125 % DUE NOV 16, 2028 19,466 19,466
200 SHARES OF NY CITY HDC MF HSG RVVAR F LIQF PUT TAXABLE 1.58 % DUE MAY 1, 200,000 200,000
75 SHARES OF ENERGY TRANSFER LPGLB 5.75 % DUE FEB 15, 2033 76,028 76,028
20 SHARES OF DUKE ENERGY CORPGLB 2.65 % DUE SEP 1, 2026 19,359 19,359
18 SHARES OF CCO HLDGS LLC/CAP CORPGLB 4.50 % DUE MAY 1, 2032 15,483 15,483
400 SHARES OF U.S. TREASURY NOTE4.375% MAY 15 2034 4.375 % DUE MAY 15, 2034 393,852 393,852
18 SHARES OF HILLENBRAND INCCOMPANY GUARNT GLB 3.75 % DUE MAR 1, 2031 15,734 15,734
17 SHARES OF COMMERCIAL METALS COGLB 3.875 % DUE FEB 15, 2031 15,020 15,020
20 SHARES OF FISERV INCGLB 3.50 % DUE JUL 1, 2029 18,765 18,765
18 SHARES OF WARNERMEDIA HOLDINGS INCCOMPANY GUARNT GLB 4.279 % DUE MAR 15, 15,861 15,861
25 SHARES OF U.S. TREASURY NOTE1.250% MAY 31 2028 1.25 % DUE MAY 31, 2028 22,578 22,578
90 SHARES OF UNITEDHEALTH GROUP INCGLB 4.50 % DUE APR 15, 2033 85,390 85,390
20 SHARES OF PHILIP MORRIS INTL INCGLB 5.625 % DUE NOV 17, 2029 20,600 20,600
4 SHARES OF MACYS RETAIL HLDGS INCCOMPANY GUARNT GLB 4.50 % DUE DEC 15, 2034 3,329 3,329
4 SHARES OF DCP MIDSTREAM OPERATINGCOMPANY GUARNT GLB 5.375 % DUE JUL 15, 20 4,005 4,005
30 SHARES OF AERCAP IRELAND CAP/GLOBACOMPANY GUARNT GLB 3.30 % DUE JAN 30, 2 26,140 26,140
75 SHARES OF U.S. TREASURY NOTE1.625% FEB 15 2026 1.625 % DUE FEB 15, 2026 72,857 72,857
75 SHARES OF MORGAN STANLEYGLB 5.32 % DUE JUL 19, 2035 73,771 73,771
75 SHARES OF MICRON TECHNOLOGY INCGLB 4.663 % DUE FEB 15, 2030 73,202 73,202
17 SHARES OF CROWDSTRIKE HOLDINGS INCCOMPANY GUARNT 3.00 % DUE FEB 15, 2029 15,452 15,452
19 SHARES OF CHARTER COMM OPT LLC/CAPGLB 5.375 % DUE MAY 1, 2047 15,595 15,595
17 SHARES OF UNITED RENTALS NORTH AMCOMPANY GUARNT 4.00 % DUE JUL 15, 2030 15,475 15,475
250 SHARES OF U.S. TREASURY NOTE4.625% JUN 15 2027 4.625 % DUE JUN 15, 2027 252,095 252,095
75 SHARES OF CVS HEALTH CORPGLB 5.70 % DUE JUN 1, 2034 73,720 73,720
75 SHARES OF CAPITAL ONE FINANCIAL COGLB 6.312 % DUE JUN 8, 2029 77,445 77,445
75 SHARES OF AMGEN INCGLB 5.25 % DUE MAR 2, 2033 74,447 74,447
7 SHARES OF CENTURY COMMUNITIESCOMPANY GUARNT GLB 6.75 % DUE JUN 1, 2027 7,004 7,004
32 SHARES OF HILTON WORLDWIDE FIN LLCCOMPANY GUARNT GLB 4.875 % DUE APR 1, 2 31,564 31,564
7 SHARES OF MGM RESORTS INTLCOMPANY GUARNT GLB 5.50 % DUE APR 15, 2027 6,957 6,957
90 SHARES OF USD ROYAL BK CANADASER GMTN 5.20 % DUE JUL 20, 2026 90,841 90,841
80 SHARES OF PARKER-HANNIFIN CORP- 4.25 % DUE SEP 15, 2027 79,157 79,157
250 SHARES OF U.S. TREASURY NOTE4.875% MAY 31 2026 4.875 % DUE MAY 31, 2026 252,070 252,070
90 SHARES OF JPMORGAN CHASE & COGLB 6.087 % DUE OCT 23, 2029 93,352 93,352
23 SHARES OF USD CANADIAN PACIFIC2.450% DEC 02 2031 2.45 % DUE DEC 2, 2031 19,611 19,611
90 SHARES OF FIFTH THIRD BANCORPGLB 6.339 % DUE JUL 27, 2029 93,374 93,374
90 SHARES OF CHARLES SCHWAB CORPGLB 6.136 % DUE AUG 24, 2034 94,493 94,493
75 SHARES OF CONSTELLATION BRANDS INC- 2.25 % DUE AUG 1, 2031 62,411 62,411
9 SHARES OF RADIAN GROUP INCGLB 6.20 % DUE MAY 15, 2029 9,236 9,236
75 SHARES OF ENERGY TRANSFER OPERATNGGLB 3.75 % DUE MAY 15, 2030 69,974 69,974
6 SHARES OF CREDIT ACCEPTANCCOMPANY GUARNT 6.625 % DUE MAR 15, 2026 6,000 6,000
25 SHARES OF BANK OF NY MELLON CORPGLB 3.85 % DUE APR 26, 2029 24,149 24,149
25 SHARES OF ILLINOIS TOOL WORKS INCGLB 2.65 % DUE NOV 15, 2026 24,277 24,277
25 SHARES OF LOWE'S COS INCGLB 1.70 % DUE SEP 15, 2028 22,366 22,366
25 SHARES OF T-MOBILE USA INCGLB 2.25 % DUE NOV 15, 2031 20,768 20,768
25 SHARES OF U.S. TREASURY NOTE2.750% AUG 15 2032 2.75 % DUE AUG 15, 2032 22,171 22,171
25 SHARES OF U.S. TREASURY NOTE2.750% JUL 31 2027 2.75 % DUE JUL 31, 2027 24,077 24,077
25 SHARES OF WELLS FARGO & COMPANYSER MTN 2.164 % DUE FEB 11, 2026 24,924 24,924
250 SHARES OF U.S. TREASURY NOTE4.500% MAY 31 2029 4.50 % DUE MAY 31, 2029 251,195 251,195
265 SHARES OF U.S. TREASURY NOTE2.875% AUG 15 2028 2.875 % DUE AUG 15, 2028 252,084 252,084
7 SHARES OF GRIFFON CORPORATIONCOMPANY GUARNT GLB 5.75 % DUE MAR 1, 2028 6,864 6,864
15 SHARES OF DELTA AIR LINES INCGLB 7.375 % DUE JAN 15, 2026 15,323 15,323
9 SHARES OF QVC INCGLB 5.45 % DUE AUG 15, 2034 5,548 5,548
16 SHARES OF VERIZON FLORIDA LLCSER E 6.86 % DUE FEB 1, 2028 16,360 16,360
6 SHARES OF WISCONSIN ENERGY CORP- 3.55 % DUE JUN 15, 2025 5,958 5,958
16 SHARES OF YUM BRANDS INCGLB 5.375 % DUE APR 1, 2032 15,495 15,495
75 SHARES OF CARRIER GLOBAL CORPGLB 5.90 % DUE MAR 15, 2034 77,658 77,658
8 SHARES OF GENERAL MOTORS FINL COGLB 2.70 % DUE AUG 20, 2027 7,558 7,558
16 SHARES OF OLIN CORP- 5.00 % DUE FEB 1, 2030 15,021 15,021
150 SHARES OF U.S. TREASURY NOTE3.750% AUG 31 2031 3.75 % DUE AUG 31, 2031 143,712 143,712
16 SHARES OF AECOMCOMPANY GUARNT GLB 5.125 % DUE MAR 15, 2027 15,846 15,846
16 SHARES OF CROWN AMER/CAP CORP VCOMPANY GUARNT GLB 4.25 % DUE SEP 30, 2026 15,606 15,606
16 SHARES OF AMERICAN AXLE & MFG INCCOMPANY GUARNT GLB 6.50 % DUE APR 1, 202 15,823 15,823
16 SHARES OF SERVICE CORP INTLGLB 5.125 % DUE JUN 1, 2029 15,480 15,480
16 SHARES OF BALL CORPCOMPANY GUARNT GLB 4.875 % DUE MAR 15, 2026 15,930 15,930
16 SHARES OF BOYD GAMING CORPCOMPANY GUARNT GLB 4.75 % DUE DEC 1, 2027 15,469 15,469
16 SHARES OF SBA COMMUNICATIONS CORPGLB 3.875 % DUE FEB 15, 2027 15,317 15,317
16 SHARES OF CARPENTER TECHNOLOGYGLB 6.375 % DUE JUL 15, 2028 16,002 16,002
16 SHARES OF CEDAR FAIR/CAN/MAGNUM/MICOMPANY GUARNT GLB 5.375 % DUE APR 15, 15,830 15,830
16 SHARES OF CHEMOURS COCOMPANY GUARNT GLB 5.375 % DUE MAY 15, 2027 15,400 15,400
16 SHARES OF CELANESE US HOLDINGS LLCCOMPANY GUARNT GLB 6.70 % DUE NOV 15, 2 16,604 16,604
16 SHARES OF BOEING COGLB 5.15 % DUE MAY 1, 2030 15,776 15,776
150 SHARES OF U.S. TREASURY NOTE3.625% MAR 31 2030 3.625 % DUE MAR 31, 2030 144,562 144,562
15 SHARES OF SPRINT CAP CORPCOMPANY GUARNT GLB 6.875 % DUE NOV 15, 2028 15,922 15,922
15 SHARES OF WESTERN DIGITAL CORPCOMPANY GUARNT 4.75 % DUE FEB 15, 2026 14,855 14,855
15 SHARES OF USA COM PART/USA COM FINCOMPANY GUARNT GLB 6.875 % DUE SEP 1, 2 15,048 15,048
15 SHARES OF TENET HEALTHCARE CORPGLB 6.125 % DUE JUN 15, 2030 14,881 14,881
15 SHARES OF TENET HEALTHCARE CORPCOMPANY GUARNT GLB 6.125 % DUE OCT 1, 2028 14,972 14,972
15 SHARES OF SPRINT CORPCOMPANY GUARNT GLB 7.625 % DUE MAR 1, 2026 15,332 15,332
15 SHARES OF SM ENERGY COGLB 6.75 % DUE SEP 15, 2026 14,985 14,985
16 SHARES OF CROWN AMERICAS LLCCOMPANY GUARNT GLB 5.25 % DUE APR 1, 2030 15,571 15,571
16 SHARES OF RYMAN HOSPITALITY PROPCOMPANY GUARNT GLB 4.75 % DUE OCT 15, 202 15,478 15,478
16 SHARES OF PENSKE AUTOMOTIVE GROUPCOMPANY GUARNT GLB 3.50 % DUE SEP 1, 202 15,797 15,797
16 SHARES OF PATTERSON-UTI ENERGY INCGLB 3.95 % DUE FEB 1, 2028 15,304 15,304
16 SHARES OF OLIN CORP- 5.625 % DUE AUG 1, 2029 15,556 15,556
150 SHARES OF U.S. TREASURY NOTE1.625% MAY 15 2031 1.625 % DUE MAY 15, 2031 126,546 126,546
15 SHARES OF WYNDHAM WORLDWIDE CORP- 5.10 % DUE OCT 1, 2025 15,038 15,038
10 SHARES OF ASBURY AUTOMOTIVE GROUPCOMPANY GUARNT GLB 4.75 % DUE MAR 1, 203 9,353 9,353
16 SHARES OF LAMAR MEDIA CORPCOMPANY GUARNT GLB 3.75 % DUE FEB 15, 2028 15,005 15,005
16 SHARES OF L BRANDS INCCOMPANY GUARNT GLB 5.25 % DUE FEB 1, 2028 15,753 15,753
16 SHARES OF ENACT HOLDINGS INCGLB 6.25 % DUE MAY 28, 2029 16,304 16,304
16 SHARES OF ROYAL CARIBBEAN CRUISESGLB 3.70 % DUE MAR 15, 2028 15,170 15,170
16 SHARES OF HCA INCCOMPANY GUARNT 5.375 % DUE FEB 1, 2025 16,003 16,003
16 SHARES OF H.B. FULLER COGLB 4.25 % DUE OCT 15, 2028 15,049 15,049
16 SHARES OF GENERAL MOTORS FINL COGLB 5.40 % DUE APR 6, 2026 16,089 16,089
16 SHARES OF FORD MOTOR COMPANYGLB 4.346 % DUE DEC 8, 2026 15,748 15,748
16 SHARES OF FLUOR CORPGLB 4.25 % DUE SEP 15, 2028 15,219 15,219
16 SHARES OF FIRSTENERGY CORPSER B GLB 3.90 % DUE JUL 15, 2027 15,581 15,581
16 SHARES OF FIRSTENERGY CORPGLB 2.05 % DUE MAR 1, 2025 15,895 15,895
16 SHARES OF NRG ENERGY INCCOMPANY GUARNT GLB 5.75 % DUE JAN 15, 2028 15,943 15,943
16 SHARES OF ENCOMPASS HEALTH CORPCOMPANY GUARNT 4.75 % DUE FEB 1, 2030 15,168 15,168
16 SHARES OF ENCOMPASS HEALTH CORPCOMPANY GUARNT 4.50 % DUE FEB 1, 2028 15,439 15,439
16 SHARES OF M/I HOMES INCCOMPANY GUARNT GLB 4.95 % DUE FEB 1, 2028 15,457 15,457
16 SHARES OF HILTON DOMESTIC OPERATINCOMPANY GUARNT GLB 4.875 % DUE JAN 15, 15,347 15,347
16 SHARES OF TELEFLEX INCCOMPANY GUARNT GLB 4.625 % DUE NOV 15, 2027 15,505 15,505
100 SHARES OF HCA INCCOMPANY GUARNT GLB 3.625 % DUE MAR 15, 2032 88,137 88,137
100 SHARES OF HP ENTERPRISE COGLB 5.00 % DUE OCT 15, 2034 96,117 96,117
100 SHARES OF PNC FINANCIAL SERVICESGLB 5.582 % DUE JUN 12, 2029 101,746 101,746
100 SHARES OF ROYAL BANK OF CANADASER MTN GLB 1.15 % DUE JUN 10, 2025 98,472 98,472
16 SHARES OF REGAL REXNORD CORP- 6.05 % DUE FEB 15, 2026 16,144 16,144
100 SHARES OF TORONTO-DOMINION BANKSER FXD 1.95 % DUE JAN 12, 2027 94,582 94,582
16 SHARES OF USD SEAGATE HDD CAYM4.875% JUN 01 2027 4.875 % DUE JUN 1, 2027 15,762 15,762
16 SHARES OF UNITED RENTALS NORTH AMCOMPANY GUARNT 5.25 % DUE JAN 15, 2030 15,546 15,546
15 SHARES OF PACIFIC GAS & ELECTRIC1ST MORTGAGE GLB 5.45 % DUE JUN 15, 2027 15,172 15,172
15 SHARES OF MGM RESORTS INTLCOMPANY GUARNT GLB 6.50 % DUE APR 15, 2032 14,947 14,947
15 SHARES OF PILGRIM'S PRIDE CORPCOMPANY GUARNT GLB 6.25 % DUE JUL 1, 2033 15,283 15,283
16 SHARES OF RANGE RESOURCES CORPCOMPANY GUARNT GLB 4.875 % DUE MAY 15, 2025 15,948 15,948
12 SHARES OF CROWN CORK & SEAL CO INCCOMPANY GUARNT 7.375 % DUE DEC 15, 2026 12,311 12,311
100 SHARES OF GOLDMAN SACHS GROUP INCGLB 3.85 % DUE JAN 26, 2027 98,132 98,132
16 SHARES OF MURPHY OIL USA INCCOMPANY GUARNT GLB 4.75 % DUE SEP 15, 2029 15,182 15,182
16 SHARES OF ENLINK MIDSTREAM PARTNER- 4.85 % DUE JUL 15, 2026 15,966 15,966
100 SHARES OF BARCLAYS PLCGLB 2.279 % DUE NOV 24, 2027 95,117 95,117
100 SHARES OF BP CAP MARKETS AMERICACOMPANY GUARNT GLB 3.41 % DUE FEB 11, 20 98,774 98,774
100 SHARES OF COMCAST CORPCOMPANY GUARNT GLB 4.80 % DUE MAY 15, 2033 97,145 97,145
13 SHARES OF LOCKHEED MARTIN CORPGLB 3.55 % DUE JAN 15, 2026 12,878 12,878
16 SHARES OF TRI POINTE GROUP INCCOMPANY GUARNT GLB 5.70 % DUE JUN 15, 2028 15,896 15,896
16 SHARES OF SPIRIT AEROSYSTEMS INCGLB 3.85 % DUE JUN 15, 2026 15,615 15,615
15 SHARES OF LAMAR MEDIA CORPCOMPANY GUARNT GLB 4.875 % DUE JAN 15, 2029 14,410 14,410
15 SHARES OF L BRANDS INCCOMPANY GUARNT GLB 6.75 % DUE JUL 1, 2036 15,244 15,244
15 SHARES OF DOW CHEMICAL CO/THEGLB 2.10 % DUE NOV 15, 2030 12,738 12,738
16 SHARES OF SHEA HOMES LP/FNDG CPGLB 4.75 % DUE FEB 15, 2028 15,328 15,328
15 SHARES OF COMMERCIAL METALS CO- 4.375 % DUE MAR 15, 2032 13,433 13,433
15 SHARES OF CNF TRANSPORTATION INC- 6.70 % DUE MAY 1, 2034 15,624 15,624
10 SHARES OF PBF HOLDING CO LLCCOMPANY GUARNT GLB 6.00 % DUE FEB 15, 2028 9,590 9,590
15 SHARES OF CLEVELAND-CLIFFS INCCOMPANY GUARNT GLB 5.875 % DUE JUN 1, 2027 14,915 14,915
15 SHARES OF BALL CORPCOMPANY GUARNT GLB 6.875 % DUE MAR 15, 2028 15,342 15,342
15 SHARES OF BALL CORPGLB 6.00 % DUE JUN 15, 2029 15,109 15,109
15 SHARES OF CARPENTER TECHNOLOGYGLB 7.625 % DUE MAR 15, 2030 15,362 15,362
14 SHARES OF FORD MOTOR COMPANYGLB 9.625 % DUE APR 22, 2030 16,155 16,155
14 SHARES OF ONEMAIN FINANCE CORPCOMPANY GUARNT GLB 9.00 % DUE JAN 15, 2029 14,845 14,845
16 SHARES OF SOUTHWESTERN ENERGY COCOMPANY GUARNT GLB 5.375 % DUE FEB 1, 202 15,761 15,761
14 SHARES OF VITAL ENERGY INCCOMPANY GUARNT 9.75 % DUE OCT 15, 2030 14,760 14,760
100 SHARES OF AT&T INCGLB 1.65 % DUE FEB 1, 2028 90,932 90,932
15 SHARES OF ADVANCE AUTO PARTSCOMPANY GUARNT GLB 5.95 % DUE MAR 9, 2028 15,136 15,136
15 SHARES OF ALCOA INCGLB 5.90 % DUE FEB 1, 2027 15,315 15,315
15 SHARES OF ALUMINUM CO OF AMERICA- 6.75 % DUE JAN 15, 2028 15,682 15,682
16 SHARES OF SM ENERGY COGLB 6.625 % DUE JAN 15, 2027 15,980 15,980
16 SHARES OF PG&E CORPGLB 5.25 % DUE JUL 1, 2030 15,661 15,661
15 SHARES OF ADVANCE AUTO PARTSCOMPANY GUARNT GLB 5.90 % DUE MAR 9, 2026 15,104 15,104
13 SHARES OF TRANSDIGM INCCOMPANY GUARNT GLB 5.50 % DUE NOV 15, 2027 12,774 12,774

TY 2024 InvestmentsCorpStockSchedule
Name:
THE 2A FOUNDATION INC
EIN:
27-0846607
Name of Stock End of Year Book Value End of Year Fair Market Value
204 SHARES OF RENAISSANCERE HLDGS 50,757 50,757
374 SHARES OF ARROW ELECTRONICS 42,307 42,307
379 SHARES OF CALIX NETWORKS INC 13,216 13,216
388 SHARES OF PNM RESOURCES INC 19,078 19,078
395 SHARES OF ABM INDUSTRIES INC COM 20,216 20,216
32940 SHARES OF ALPHABET INC. CLASS C 6,273,094 6,273,094
506 SHARES OF BANKUNITED INC 19,314 19,314
412 SHARES OF JPMORGAN CHASE & CO 98,761 98,761
346 SHARES OF FIDELITY NATL 27,946 27,946
395 SHARES OF VIKING HLDGS LTD 17,404 17,404
357 SHARES OF MICROCHIP TECHNOLOGY 20,474 20,474
321 SHARES OF BP PLC SPON ADR 9,489 9,489
321 SHARES OF TEXTRON INC 24,553 24,553
41750 SHARES OF ISHARES TR CORE MSCI EAF 2,934,190 2,934,190
374 SHARES OF CORTEVA INC COM 21,303 21,303
356 SHARES OF MIDDLEBY CORP COM 48,220 48,220
130 SHARES OF F5 INC COM 32,691 32,691
34895 SHARES OF APPLE INC 8,738,406 8,738,406
349 SHARES OF UBER TECHNOLOGIES 21,052 21,052
399 SHARES OF ZIONS BANCORP NA 21,646 21,646
50 SHARES OF GROUP 1 AUTOMOTIVE 21,074 21,074
486 SHARES OF INTEGRA L HLDGS CORP NEW 11,022 11,022
454 SHARES OF FLUOR CORP NEW DEL COM 22,391 22,391
487 SHARES OF CRITEO S A 19,266 19,266
49 SHARES OF HERC HOLDINGS 9,277 9,277
289 SHARES OF WEBSTER FINL CORP 15,959 15,959
51 SHARES OF KLA CORP COM NEW 32,136 32,136
29 SHARES OF 1ST CTZNS BNCSHS INC A 61,278 61,278
523 SHARES OF TAPESTRY INC COM 34,168 34,168
648 SHARES OF CANADIAN NATURAL RES LTD 20,004 20,004
474 SHARES OF AVIENT CORPORATION 19,368 19,368
47 SHARES OF CURTISS WRIGHT 16,679 16,679
461 SHARES OF SYSCO CORP 35,248 35,248
423 SHARES OF CORE AND MAIN INC 21,535 21,535
428 SHARES OF MATADOR RESOURCES 24,079 24,079
423 SHARES OF ABBVIE INC COM 75,167 75,167
307 SHARES OF SCIENCE APPLICATIONS 34,316 34,316
41 SHARES OF MARKEL CORP COM NPV 70,775 70,775
41500 SHARES OF VANGUARD MID CAP (VO) 10,961,395 10,961,395
1644 SHARES OF SANOFI ADR 79,290 79,290
608 SHARES OF LOEWS CORP COM 51,492 51,492
319 SHARES OF ALLEGION PLC SHS 41,687 41,687
314 SHARES OF EXPEDITORS 34,782 34,782
158 SHARES OF PORTLAND GENERAL 6,892 6,892
15425 SHARES OF VANGUARD FTSE EMERGING MARKETS (VWO) 679,317 679,317
182 SHARES OF HF SINCLAIR 6,379 6,379
268 SHARES OF SHIFT4 PMTS INC CL A 27,813 27,813
187 SHARES OF CHORD ENERGY CORP 21,864 21,864
187 SHARES OF JOHN BEAN TECHNOLOGIES 23,768 23,768
108 SHARES OF NEXSTAR MEDIA GROUP 17,061 17,061
1078 SHARES OF GATES INDUSTRIAL 22,174 22,174
1074 SHARES OF KENVUE INC 22,930 22,930
107 SHARES OF SYNAPTICS INC 8,166 8,166
107 SHARES OF JONES LANG LASALLE 27,086 27,086
1064 SHARES OF MEDNAX INC COM 13,960 13,960
116 SHARES OF ENERSYS 10,722 10,722
288 SHARES OF ENCOMPASS HEALTH 26,597 26,597
130 SHARES OF APPLIED MATERIALS 21,142 21,142
212 SHARES OF ANALOG DEVICES INC 45,042 45,042
23870 SHARES OF AMAZON.COM INC 5,236,839 5,236,839
234 SHARES OF HURON CONSULTING GROUP 29,077 29,077
230 SHARES OF ARCBEST CORP COM 21,464 21,464
153 SHARES OF NICE LTD ADR-EACH 25,986 25,986
240 SHARES OF MICRON TECHNOLOGY 20,198 20,198
106 SHARES OF CIGNA CORP NEW COM 29,271 29,271
1531 SHARES OF BRISTOL-MYERS SQUIBB 86,593 86,593
154 SHARES OF KEMPER CORP DEL 10,232 10,232
187 SHARES OF AMERISOURCEBERGEN 42,015 42,015
133 SHARES OF LPL FINANCIAL 43,426 43,426
307 SHARES OF GLOBAL PAYMENTS INC 34,402 34,402
213 SHARES OF CHUBB LIMITED COM 58,852 58,852
215 SHARES OF TD SYNNEX 25,215 25,215
217 SHARES OF VISA INC 68,581 68,581
226 SHARES OF ROYAL DUTCH SHELL PLC 14,159 14,159
227 SHARES OF IDACORP INC 24,807 24,807
317 SHARES OF MERCK &CO. INC COM 31,535 31,535
269 SHARES OF LUMENTUM HLDGS INC 22,583 22,583
276 SHARES OF ZIMMER BIOMET 29,154 29,154
121 SHARES OF PHILLIPS 66 COM 13,786 13,786
307 SHARES OF ALLISON TRANSMISSION HLD 33,174 33,174
118 SHARES OF GOLDMAN SACHS GROUP 67,569 67,569
11750 SHARES OF VANGUARD FTSE DEVELOPED MARKETS (VEA) 561,885 561,885
438 SHARES OF CHECK POINT SOFTWRE TECH 81,775 81,775
394 SHARES OF BEACON ROOFING 40,023 40,023
342 SHARES OF AVNET INC 17,893 17,893
341 SHARES OF COMERICA INC 21,091 21,091
307 SHARES OF WNS (HOLDINGS) LTD REG 14,549 14,549
309 SHARES OF BJS WHSL CLUB HLDGS 27,609 27,609
3095 SHARES OF ADT INC NPV 21,386 21,386
31 SHARES OF AUTOZONE INC COM 99,262 99,262
310 SHARES OF ACI WORLDWIDE INC 16,092 16,092
1236 SHARES OF NOMAD FOODS LTD SHS 20,740 20,740
124 SHARES OF QUALCOMM INC 19,049 19,049
125 SHARES OF ICON PLC 26,214 26,214
297 SHARES OF FMC CORP COM NEW 14,437 14,437
281 SHARES OF PENTAIR PLC SHS 28,280 28,280
283 SHARES OF LAM RESH CORP 20,441 20,441
288 SHARES OF BRUNSWICK CORP 18,628 18,628
429 SHARES OF ALPHABET INC. CLASS A 81,210 81,210
110 SHARES OF UNITEDHEALTH GROUP 55,645 55,645
114 SHARES OF CBOE GLOBAL MARKETS INC 22,276 22,276
1167 SHARES OF FLEX LTD 44,801 44,801
271 SHARES OF CORPAY INC 91,712 91,712
269 SHARES OF DINE BRANDS GLOBAL INC 8,097 8,097
191 SHARES OF OMNICOM GROUP INC 16,434 16,434
193 SHARES OF DISCOVER FINANCIAL 33,433 33,433
202 SHARES OF CROCS INC 22,125 22,125
180 SHARES OF WALKER & DUNLOP INC 17,498 17,498
103 SHARES OF TELEFLEX 18,332 18,332
261 SHARES OF TAYLOR MORRISON HOME 15,976 15,976
127 SHARES OF ACUITY BRANDS INC 37,101 37,101
191 SHARES OF AMERICAN FINL GRP HLDGS 26,154 26,154
294 SHARES OF WYNDHAM HOTELS AND 29,632 29,632
297 SHARES OF CH ROBINSON 30,686 30,686
139 SHARES OF HANOVER INSURANCE 21,498 21,498
135 SHARES OF AMETEK INC COM 24,335 24,335
1345 SHARES OF INVESCO LTD 23,511 23,511
507 SHARES OF CAMECO CORP COM 26,055 26,055
755 SHARES OF SS&C TECHNOLOGIES 57,214 57,214
7500 SHARES OF TESLA INC 3,028,800 3,028,800
814 SHARES OF WELLS FARGO CO NEW 57,175 57,175
292 SHARES OF WABTEC COM 55,360 55,360
141 SHARES OF AUTONATION INC 23,947 23,947
146 SHARES OF ALLSTATE CORP COM 28,147 28,147
730 SHARES OF FIRST BANCORP 13,571 13,571
772 SHARES OF BORG WARNER INC COM 24,542 24,542
72 SHARES OF MCKESSON CORP 41,034 41,034
792 SHARES OF NCR ATLEOS CORP 26,865 26,865
87 SHARES OF BELDEN INC 9,797 9,797
842 SHARES OF RESIDEO TECHNOLOGIES INC 19,408 19,408
938 SHARES OF KEURIG DR PEPPER INC 30,129 30,129
941 SHARES OF FIRST HAWAIIAN INC SHS 24,419 24,419
954 SHARES OF HARLEY DAVIDSON COM 28,744 28,744
97 SHARES OF CDW CORP COM USD0.01 16,882 16,882
985 SHARES OF ADIENT PLC SHS 16,972 16,972
710 SHARES OF AMKOR TECHNOLOGY INC 18,240 18,240
934 SHARES OF NORTONLIFELOCK INC 25,573 25,573
848 SHARES OF CITIGROUP INC 59,691 59,691
857 SHARES OF GRAPHIC PACKAGING HLDG C 23,276 23,276
869 SHARES OF MAGNOLIA OIL & GAS CORP 20,317 20,317
844 SHARES OF MILLERKNOLL INC 19,066 19,066
792 SHARES OF BATH &BODY WORKS INC 30,706 30,706
791 SHARES OF AMN HEALTHCARE SVCS INC 18,921 18,921
165 SHARES OF CONOCOPHILLIPS COM 16,363 16,363
532 SHARES OF JOHNSON &JOHNSON COM 76,938 76,938
529 SHARES OF FIRST AMERICAN 33,031 33,031
6025 SHARES OF BERKSHIRE HATHAWAY 2,731,012 2,731,012
607 SHARES OF SCHLUMBERGER LIMITED 23,272 23,272
546 SHARES OF NORTHERN OIL AND GAS 20,289 20,289
536 SHARES OF ELEMENT SOLUTIONS INC 13,630 13,630
932 SHARES OF CRH PLC EURO.32 86,229 86,229
93 SHARES OF TE CONNECTIVITY PLC 13,296 13,296
554 SHARES OF INTERPUBLIC GROUP 15,523 15,523
55300 SHARES OF ISHARES INC CORE MSCI 2,887,766 2,887,766
581 SHARES OF ORACLE CORP 96,818 96,818
590 SHARES OF CENTENE CORP 35,742 35,742
534 SHARES OF MATCH GROUP INC NEW 17,467 17,467
144 SHARES OF REGAL REXNORD CORP 22,339 22,339
907 SHARES OF MEDTRONIC PLC 72,451 72,451
910 SHARES OF AVANTOR INC COM 19,174 19,174
51 SHARES OF ELECTRONIC ARTS INC 7,461 7,461
67 SHARES OF COMMVAULT SYS INC 10,111 10,111
514 SHARES OF PHILIP MORRIS 61,860 61,860
511 SHARES OF LKQ CORP 18,779 18,779
69 SHARES OF ANTHEM INC 25,454 25,454
899 SHARES OF AMERICAN 65,447 65,447
88 SHARES OF EQUIFAX INC COM 22,427 22,427
174 SHARES OF COCA-COLA EUROPACIFIC 13,365 13,365
515 SHARES OF FORMFACTOR INC 22,660 22,660
67 SHARES OF BUILDERS FIRSTSOURCE 9,576 9,576
57 SHARES OF AON PLC SHS CL A 20,472 20,472
660 SHARES OF SENSATA TECHNOLOGIES 18,084 18,084
667 SHARES OF HALLIBURTON CO COM 18,136 18,136
650 SHARES OF COGNIZANT TECHNOLOGY 49,985 49,985
664 SHARES OF ROBERTHALF INTL INC COM 46,785 46,785
690 SHARES OF HEWLETT PACKARD 14,732 14,732
651 SHARES OF WILLSCOT MOBILE MINI 21,776 21,776
168 SHARES OF PVH CORPORATION COM 17,766 17,766
167 SHARES OF WINTRUST FINL CP ILL COM 20,827 20,827
246 SHARES OF MASCO CORP COM 17,852 17,852
164 SHARES OF STIFEL FINANCIAL 17,397 17,397
247 SHARES OF JABIL CIRCUIT INC 35,543 35,543
956 SHARES OF CISCO SYSTEMS INC 56,595 56,595
158 SHARES OF AMGEN INC 41,181 41,181
25 SHARES OF WHITE MTNS INS GROUP 48,627 48,627
247 SHARES OF TAKE-TWO INTERACTIVE 45,468 45,468
202 SHARES OF SMUCKER J M CO COM 22,244 22,244
168 SHARES OF MASTEC INC COM 22,872 22,872
163 SHARES OF TRAVELERS COMPANIES 39,265 39,265
162 SHARES OF LANDSTAR SYSTEM INC 27,841 27,841
165 SHARES OF TEXAS CAP BNCSHS INC 12,903 12,903
176 SHARES OF EXXON MOBIL CORP 18,932 18,932
211 SHARES OF OSHKOSH CORP 20,060 20,060

TY 2024 InvestmentsOtherSchedule2
Name:
THE 2A FOUNDATION INC
EIN:
27-0846607
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
326138.186 SHARES OF NB PRIVATE MARKETS FMV 326,138 326,138
CAZ MONROE CAPITAL CO-INVESTMENT FMV 1,563,398 1,563,398
BLUE OWL TECH HOLDINGS II FMV 95,484 95,484
DECLARATION PARTNERS REAL ESTATE FUND II FMV 115,693 115,693
BLUE OWL TECH FINANCE (FKA BOTF II) FMV 1,536,506 1,536,506
453.75 SHARES OF KKR GLOBAL SPECIAL FMV 138,017 138,017
FPC SMALL CAP FUND I FMV 750,226 750,226
202.5 SHARES OF CSP III DISTRESSED FMV 11,595 11,595
15000 SHARES OF ISHARES RUSSELL 2K ETF FMV 3,314,400 3,314,400
30345 SHARES OF INVSC QQQ TRUST SRS 1 ETF FMV 15,513,274 15,513,274
235 SHARES OF BREP EUROPE IV REAL FMV 38,096 38,096
8575 SHARES OF ISHARES S&P SMALL CAP (IJR) FMV 988,011 988,011
8000 SHARES OF ISHARES RUSSELL 3000 FMV 2,674,000 2,674,000
233.75 SHARES OF ORBIMED HEALTHCARE FMV 71,567 71,567
22C CAPITAL II FMV 739,959 739,959
KOHLBERG & COMPANY FUND X FMV 231,037 231,037
49995 SHARES OF SPDR S&P 500 (SPY) FMV 29,301,069 29,301,069
462.5 SHARES OF APOLLO EUROP FINANCE FMV 233,690 233,690
SELDON CAPITAL - PHILOSOPHE FUND FMV 1,025,164 1,025,164

TY 2024 LegalFeesSchedule
Name:
THE 2A FOUNDATION INC
EIN:
27-0846607
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 9,789 2,447   7,342


TY 2024 OtherExpensesSchedule
Name:
THE 2A FOUNDATION INC
EIN:
27-0846607
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 544,342 544,342   0
NYS FILING FEES 1,500 0   1,500
FOREIGN TAX WITHHELD 18,683 18,683   0
OFFICE EXPENSES 54 54   0
LOCAL TRANSPORT 737 737   0
DUES & SUBSCRIPTIONS 98 98   0
COMPUTER & INTERNET EXPENSE 1,386 1,386   0


TY 2024 OtherIncomeSchedule2
Name:
THE 2A FOUNDATION INC
EIN:
27-0846607
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INVESTMENT INCOME THRU BANK OF AMERICA 0513 15 15 0
OTHER INCOME FROM PARTNERSHIPS 157,699 192,173 157,699


TY 2024 OtherIncreasesSchedule
Name:
THE 2A FOUNDATION INC
EIN:
27-0846607
Description Amount
UNREALIZED GAIN/LOSS ON INVESTMENT PORTFOLIO 5,807,660
BOOK/TAX ADJUSTMENT ON DONATION OF STOCK 3,164,228


TY 2024 OtherProfessionalFeesSchedule
Name:
THE 2A FOUNDATION INC
EIN:
27-0846607
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING 186,687 0   186,687


TY 2024 TaxesSchedule
Name:
THE 2A FOUNDATION INC
EIN:
27-0846607
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX ON NET INVESTMENT INCOME 175,913 0   0