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
EDMUND F MAXWELL FOUNDATION
C/O WILLIAM W LIN TRUSTEE
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 55548
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SEATTLE, WA981550548
A Employer identification number

91-6181008
B Telephone number (see instructions)

(206) 223-7982
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$13,380,647
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 245,322 245,322  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 408,730
b Gross sales price for all assets on line 6a 1,858,350
7 Capital gain net income (from Part IV, line 2)... 408,730
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).......      
12 Total. Add lines 1 through 11........ 654,052 654,052 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 134,961 115,461 0 19,500
14 Other employee salaries and wages...... 45,000 0 0 45,000
15 Pension plans, employee benefits....... 4,847 0 0 4,847
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 9,200 7,871 0 1,329
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 11,000 11,000 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 1,085 0 0 1,085
23 Other expenses (attach schedule)....... 4,420 3,781 0 639
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 210,513 138,113 0 72,400
25 Contributions, gifts, grants paid....... 570,300 570,300
26 Total expenses and disbursements. Add lines 24 and 25 780,813 138,113 0 642,700
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -126,761
b Net investment income (if negative, enter -0-) 515,939
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 51,229 48,730 48,730
2 Savings and temporary cash investments.........      
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)....... 5,201,893 Click to see attachment
List of Attached Documents:
// Content
5,678,845
11,523,856
c Investments—corporate bonds (attach schedule).......      
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).......... 2,337,848 Click to see attachment
List of Attached Documents:
// Content
1,808,061
1,808,061
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) 7,590,970 7,535,636 13,380,647
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........ 3,528,466 3,528,466
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 4,062,504 4,007,170
29 Total net assets or fund balances (see instructions)..... 7,590,970 7,535,636
30 Total liabilities and net assets/fund balances (see instructions). 7,590,970 7,535,636
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
7,590,970
2
Enter amount from Part I, line 27a .....................
2
-126,761
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
72,769
4
Add lines 1, 2, and 3 ..........................
4
7,536,978
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,342
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,535,636
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 ST NATIONAL FINANCIAL SERVICES P   2024-12-31
b LT NATIONAL FINANCIAL SERVICES P   2024-12-31
c LT NATIONAL FINANCIAL SERVICES P   2024-12-31
d
e
(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 600,537   608,644 -8,108
b 1,074,163   794,454 279,709
c 183,650   46,521 137,129
d
e
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       -8,108
b       279,709
c       137,129
d
e
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 2 408,730
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 -8,108
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 7,172
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 7,172
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 7,172
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 11,267
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 11,267
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
8 122
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 3,973
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow3,973 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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowWA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.MAXWELL.ORG
14
The books are in care ofright arrowEDMUND F MAXWELL FOUNDATION Telephone no.right arrow (206) 223-7982

Located atright arrow1420 FIFTH AVENUESEATTLEWA ZIP+4right arrow98101
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)
Yes
 
(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)
Yes
 
(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
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
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
DAVID D LEWIS TRUSTEE
8.00
44,987 0 0
2001 SIXTH AVE SUITE 3400
SEATTLE,WA98121
WILLIAM S MACGEORGE TRUSTEE
8.00
44,987 0 0
925 FOURTH AVE STE 3900
SEATTLE,WA98104
WILLIAM W LIN TRUSTEE
8.00
44,987 0 0
16067 SE 66TH ST
BELLEVUE,WA98006
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 EDUCATION SCHOLARSHIPS GRANTED AND RELATED ACTIVITIESATCH 1 570,300
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 NONE 0
2  
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
0
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
13,130,767
b
Average of monthly cash balances.......................
1b
19,158
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
13,149,925
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
13,149,925
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
197,249
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
12,952,676
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
647,634
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
647,634
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
7,172
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,172
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
640,462
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
640,462
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
640,462
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
642,700
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
642,700
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 7 640,462
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 276,926
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$ 642,700
a Applied to 2023, but not more than line 2a 276,926
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..... 365,774
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 ..........
274,688
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 e-mail address of the person to whom applications should be addressed:
THE EDMUND MAXWELL FOUNDATION
PO BOX 55548
SEATTLE,WA981550548
(206) 934-0809
SUPPORT@MAXWELL.ORG
bThe form in which applications should be submitted and information and materials they should include:
APPLICATIONS MUST BE SUBMITTED ONLINE AT WWW.MAXWELL.ORG. THE APPLICATION REQUIRES THE FOLLOWING MATERIALS TO BE UPLOADED ALONG WITH THE APPLICATION: EXTRACURRICULAR, PERSONAL, AND VOLUNTEER ACTIVITIES; WORK EXPERIENCE; AND PERSONAL STATEMENT IN FORM OF AN ESSAY. ADDITIONAL MATERIALS THAT MUST BE INCLUDED ARE HIGH SCHOOL TRANSCRIPTS, SAT/ACT SCORE REPORT, AND FINANCIAL AID WORKSHEET.
cAny submission deadlines:
APPLICATIONS ARE DUE MAY 9, 2025. THE SUPPLEMENTAL MATERIALS ARE DUE MAY 23, 2025.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
FINANCIAL AID OF UP TO $5,000 PER YEAR IS OFFERED TO FRESHMEN STARTING COLLEGE. THE SCHOLARSHIP IS RENEWABLE FOR UP TO FOUR YEARS FOR A TOTAL OF UP TO $20,000. SCHOLARSHIPS GO TO STUDENTS TO ATTEND ACCREDITED PRIVATE COLLEGES OR UNIVERSITIES AND WHO ARE BONA FIDE RESIDENTS OF WESTERN WASHINGTON. IT IS ANTICIPATED THAT SCHOLARSHIPS FOR THE ACADEMIC YEAR (OTHER THAN RENEWALS OF PREVIOUSLY AWARDED SCHOLARSHIPS) WILL BE LIMITED TO ENTERING FRESHMEN, WHO HAVE DEMONSTRATED FINANCIAL NEED.
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
AAYUSH MUTHUSWAMY


70 BROWN ST
PROVIDENCE,RI02912
NONE I UNIVERSITY SCHOLARSHIP 5,000
ABIGAIL GOODWIN


414 NORTH MERIDIAN STREE
NEWBERG,OR97132
NONE I UNIVERSITY SCHOLARSHIP 5,000
ALEXA MEE


2219 SE 68TH AVE
PORTLAND,OR97215
NONE I UNIVERSITY SCHOLARSHIP 5,000
ALEXANDER MATTHEWS


3000 MOUNTAIN CREEK PA
DALLAS,TX75211
NONE I UNIVERSITY SCHOLARSHIP 5,000
ALVIN SUNG


5000 FORBES AVENUE
PITTSBURGH,PA15213
NONE I UNIVERSITY SCHOLARSHIP 5,000
ANDREW WARD


128 MCKENNA HALL
NOTRE DAME,IN46556
NONE I UNIVERSITY SCHOLARSHIP 5,000
ANNA LEWIS


360 HUNTINGTON AVENUE
BOSTON,MA021155000
NONE I UNIVERSITY SCHOLARSHIP 5,000
ANNA SPAGNOLO


501 COLLEGE AVENUE
WHEATON,IL60187
NONE I UNIVERSITY SCHOLARSHIP 5,000
ANNIE SONG


70 BROWN ST
PROVIDENCE,RI02912
NONE I UNIVERSITY SCHOLARSHIP 5,000
APRIL LEE


DUKE BOX 90759
DURHAM,NC27708
NONE I UNIVERSITY SCHOLARSHIP 5,000
ARNE GRETTE


6024 MCNUTT HALL
HANOVER,NH03755
NONE I UNIVERSITY SCHOLARSHIP 5,000
AUDRA ZACHRY


414 NORTH MERIDIAN STREE
NEWBERG,OR97132
NONE I UNIVERSITY SCHOLARSHIP 5,000
AUTUMN BAILEY


1601 N BENTON AVE
HELANA,MT59625
NONE I UNIVERSITY SCHOLARSHIP 5,000
BAHAR BOUZARJOMEHR


PO BOX 208232
NEW HAVEN,CT065208232
NONE I UNIVERSITY SCHOLARSHIP 5,000
BRETT KELLEY


355 GALVEZ STREET
STANFORD,CA943053021
NONE I UNIVERSITY SCHOLARSHIP 5,000
BRIAN VU


901 12TH AVENUE PO BO
SEATTLE,WA981221090
NONE I UNIVERSITY SCHOLARSHIP 5,000
BRUK TEFERA


700 CHILDS WAY JHH 325
LOS ANGELES,CA900890914
NONE I UNIVERSITY SCHOLARSHIP 5,000
BRYSON MEDD


25 BUICK STREET SUITE 13
BOSTON,MA02215
NONE I UNIVERSITY SCHOLARSHIP 5,000
CAMRYNN MOORE


300 W HAWTHORNE ROAD
SPOKANE,WA99251
NONE I UNIVERSITY SCHOLARSHIP 5,000
CASH HAJNY


502 E BOONE AVE
SPOKANE,WA992580072
NONE I UNIVERSITY SCHOLARSHIP 5,000
CASSANDRA SHAW


355 GALVEZ STREET
STANFORD,CA943053021
NONE I UNIVERSITY SCHOLARSHIP 5,000
CHARLES ROVNER


502 E BOONE AVE
SPOKANE,WA992580072
NONE I UNIVERSITY SCHOLARSHIP 5,000
CHRISTOPHER LANN


355 GALVEZ STREET
STANFORD,CA943053021
NONE I UNIVERSITY SCHOLARSHIP 5,000
CLAIRE KOJIMA


DUKE BOX 90759
DURHAM,NC27708
NONE I UNIVERSITY SCHOLARSHIP 5,000
COLBY CINQMARS


300 W HAWTHORNE ROAD
SPOKANE,WA99251
NONE I UNIVERSITY SCHOLARSHIP 5,000
COSETTE LACHANCE


FRANKLIN BLDG RM 100 3
PHILADELPHIA,PA19104
NONE I UNIVERSITY SCHOLARSHIP 5,000
DANIELLA MEZA


45155 RESEARCH PLACE S
ASHBURN,VA20147
NONE I UNIVERSITY SCHOLARSHIP 5,000
DEVAN HARRISON


1801 HINMAN AVE
EVANSTON,IL60208
NONE I UNIVERSITY SCHOLARSHIP 5,000
ELISABETH FURBER


502 E BOONE AVE
SPOKANE,WA992580072
NONE I UNIVERSITY SCHOLARSHIP 5,000
ELIZABETH GRABOWEN


84 SOUTH SERVICE ROAD
MIDDLEBURY,VT05753
NONE I UNIVERSITY SCHOLARSHIP 5,000
ELLA MOLSEE


1900 BELMONT BLVD
NASHVILLE,TN37212
NONE I UNIVERSITY SCHOLARSHIP 5,000
ELLIE DRYDEN


501 COLLEGE AVENUE
WHEATON,IL60187
NONE I UNIVERSITY SCHOLARSHIP 5,000
ELLIE HINNEBUSCH


300 W HAWTHORNE ROAD
SPOKANE,WA99251
NONE I UNIVERSITY SCHOLARSHIP 5,000
ELLIE KIM


5000 FORBES AVENUE
PITTSBURGH,PA15213
NONE I UNIVERSITY SCHOLARSHIP 5,000
EMILY GOMEZ


502 E BOONE AVE
SPOKANE,WA992580072
NONE I UNIVERSITY SCHOLARSHIP 5,000
ESAW ADHANA


355 GALVEZ STREET
STANFORD,CA943053021
NONE I UNIVERSITY SCHOLARSHIP 5,000
ETHAN MILLER


502 E BOONE AVE
SPOKANE,WA992580072
NONE I UNIVERSITY SCHOLARSHIP 5,000
ETHAN ROCKWELL


13800 BIOLA AVENUE
LA MIRADA,CA90639
NONE I UNIVERSITY SCHOLARSHIP 5,000
ETHAN WRIGHT


ONE BEAR PLACE 97028
WACO,TX767987028
NONE I UNIVERSITY SCHOLARSHIP 5,000
GIANNA LENZ


502 E BOONE AVE
SPOKANE,WA992580072
NONE I UNIVERSITY SCHOLARSHIP 5,000
GRACE HOPKINS


G-19 HEALY HALL PO BOX
WASHINGTON,DC20057
NONE I UNIVERSITY SCHOLARSHIP 5,000
HADASSAH CHOI


801 SMITH CAMPUS CTR
CAMBRIDGE,MA02138
NONE I UNIVERSITY SCHOLARSHIP 5,000
HANNA MICHALISIN


316 BOULEVARD
ANDERSON,SC29621
NONE I UNIVERSITY SCHOLARSHIP 5,000
HELIN TASKESEN


PRINCETON UNIVERSITY PO BOX 430
PRINCETON,NJ08544
NONE I UNIVERSITY SCHOLARSHIP 3,500
ILIANA MARSHALL


300 W HAWTHORNE ROAD
SPOKANE,WA99251
NONE I UNIVERSITY SCHOLARSHIP 5,000
ISABEL DEBOER


345 BOYER AVE
WALLA WALLA,WA99362
NONE I UNIVERSITY SCHOLARSHIP 5,000
ISABELLA CHU


FRANKLIN BLDG RM 100 3
PHILADELPHIA,PA19104
NONE I UNIVERSITY SCHOLARSHIP 5,000
IZAH DEFIGH


13800 BIOLA AVENUE
LA MIRADA,CA90639
NONE I UNIVERSITY SCHOLARSHIP 5,000
JADE GONZALES


ONE BROOKINGS DRIVE
ST LOUIS,MO63130
NONE I UNIVERSITY SCHOLARSHIP 5,000
JAMES BRAMMER


1600 CAMPUS ROAD F-35
LOS ANGELES,CA900413314
NONE I UNIVERSITY SCHOLARSHIP 5,000
JASON BOWMAN


301 PLATT BOULEVARD
CLAREMONT,CA91711
NONE I UNIVERSITY SCHOLARSHIP 5,000
JAYLA DOVEY


901 12TH AVENUE PO BO
SEATTLE,WA981221090
NONE I UNIVERSITY SCHOLARSHIP 5,000
JENNY CHOI


700 CHILDS WAY JHH 325
LOS ANGELES,CA90089
NONE I UNIVERSITY SCHOLARSHIP 5,000
JEONGHYUN PARK


PRINCETON UNIVERSITY PO BOX 430
PRINCETON,NJ08544
NONE I UNIVERSITY SCHOLARSHIP 5,000
JESSE STEWART


502 E BOONE AVE
SPOKANE,WA992580072
NONE I UNIVERSITY SCHOLARSHIP 5,000
JESSICA FINICLE


14049 SCENIC HIGHWAY
LOOKOUT MOUNTAIN,GA30750
NONE I UNIVERSITY SCHOLARSHIP 5,000
JONATHAN HOLCOMBE


301 PLATT BOULEVARD
CLAREMONT,CA91711
NONE I UNIVERSITY SCHOLARSHIP 5,000
JULIA HARRINGTON


209 CHASE AVE
GAMBLER,OH43022
NONE I UNIVERSITY SCHOLARSHIP 5,000
KATELYN BRIGHT


21726 PLACERITA CANYON
SANTA CLARITA,CA91321
NONE I UNIVERSITY SCHOLARSHIP 5,000
KATELYN UPSON


1845 E NORTHGATE DR
IRVING,TX75062
NONE I UNIVERSITY SCHOLARSHIP 5,000
KAYLA JONES


G-19 HEALY HALL PO BOX
WASHINGTON,DC20057
NONE I UNIVERSITY SCHOLARSHIP 5,000
KEVIN LU


146 GARLAND HALL 3400 N
BALTIMORE,MD21218
NONE I UNIVERSITY SCHOLARSHIP 5,000
LEAH YOON


WESTON HALL 3RD FLOOR 995 MAIN
WILLIAMSTOWN,MA01267
NONE I UNIVERSITY SCHOLARSHIP 5,000
LILIANA COMPTON


101 N MARION AVE
BRYN MAWR,PA19010
NONE I UNIVERSITY SCHOLARSHIP 5,000
LINDA NGUYEN


301 PLATT BOULEVARD
CLAREMONT,CA91711
NONE I UNIVERSITY SCHOLARSHIP 5,000
LOGAN CHU


DUKE BOX 90759
DURHAM,NC27708
NONE I UNIVERSITY SCHOLARSHIP 5,000
LUKE VLASES


301 PLATT BOULEVARD
CLAREMONT,CA91711
NONE I UNIVERSITY SCHOLARSHIP 5,000
MADISON BARTER


900 SE BAKER STREET
MCMINVILLE,OR97128
NONE I UNIVERSITY SCHOLARSHIP 5,000
MAKENNA PARRIS


300 W HAWTHORNE ROAD
SPOKANE,WA99251
NONE I UNIVERSITY SCHOLARSHIP 5,000
MARGARET EMERY


COLLEGE HALL 106
NORTHAMPTON,MA01063
NONE I UNIVERSITY SCHOLARSHIP 5,000
MATTHEW ALDRICH


ONE BROOKINGS DRIVE
ST LOUIS,MO63130
NONE I UNIVERSITY SCHOLARSHIP 5,000
MAYA RAIGRODSKI


PMB 401671 2301 WEST
NASHVILLE,TN37240
NONE I UNIVERSITY SCHOLARSHIP 5,000
MEGAN PEERY


1520 ST OLAF AVENUE
NORTHFIELD,MN55057
NONE I UNIVERSITY SCHOLARSHIP 5,000
MERCEDES TODD


PMB 401671 2301 WEST
NASHVILLE,TN37240
NONE I UNIVERSITY SCHOLARSHIP 5,000
MINA KY


355 GALVEZ STREET
STANFORD,CA94305
NONE I UNIVERSITY SCHOLARSHIP 5,000
MIRI NAKAMURA


901 12TH AVENUE PO BO
SEATTLE,WA98122
NONE I UNIVERSITY SCHOLARSHIP 5,000
MIRIAM HAMSTRA


300 W HAWTHORNE ROAD
SPOKANE,WA99251
NONE I UNIVERSITY SCHOLARSHIP 5,000
NAOMI ATWOOD


84 SOUTH SERVICE ROAD
MIDDLEBURY,VT05753
NONE I UNIVERSITY SCHOLARSHIP 5,000
NAOMI STELLING


345 BOYER AVE
WALLA WALLA,WA99362
NONE I UNIVERSITY SCHOLARSHIP 5,000
NATALIE GAEDCKE


300 W HAWTHORNE ROAD
SPOKANE,WA99251
NONE I UNIVERSITY SCHOLARSHIP 5,000
NATALIE NWAPA


414 NORTH MERIDIAN STREE
NEWBERG,OR97132
NONE I UNIVERSITY SCHOLARSHIP 5,000
NATALLIE HAMMONS


ONE GRAND BLVD DUBOU
ST LOUIS,MO63103
NONE I UNIVERSITY SCHOLARSHIP 5,000
NGA TRAN


700 CHILDS WAY JHH 325
LOS ANGELES,CA90089
NONE I UNIVERSITY SCHOLARSHIP 5,000
NISSEFFO NOLAWIHEIR


FRANKLIN BLDG RM 100 3
PHILADELPHIA,PA19104
NONE I UNIVERSITY SCHOLARSHIP 5,000
OLIVIA DEBOER


301 PLATT BOULEVARD
CLAREMONT,CA91711
NONE I UNIVERSITY SCHOLARSHIP 5,000
PARIS BUREN


300 BOISFEUILLET JONES CE
ATLANTA,GA30322
NONE I UNIVERSITY SCHOLARSHIP 5,000
PETER INGALSBE


ONE BEAR PLACE 97028
WACO,TX76798
NONE I UNIVERSITY SCHOLARSHIP 5,000
PRICILLA DEGUZMAN


360 HUNTINGTON AVENUE
BOSTON,MA021155000
NONE I UNIVERSITY SCHOLARSHIP 5,000
RIE KIM


1801 HINMAN AVENUE
EVANSTON,IL602081270
NONE I UNIVERSITY SCHOLARSHIP 5,000
ROBY HOOPER


301 PLATT BOULEVARD
CLAREMONT,CA91711
NONE I UNIVERSITY SCHOLARSHIP 5,000
ROSE CLARKE


CASHIERS OFFICE MS-12
HOUSTON,TX77251
NONE I UNIVERSITY SCHOLARSHIP 5,000
RYAN CHUNG


5000 FORBES AVENUE
PITTSBURGH,PA15213
NONE I UNIVERSITY SCHOLARSHIP 5,000
RYAN HU


383 SOUTH HILL AVENUE
PASADENA,CA91106
NONE I UNIVERSITY SCHOLARSHIP 5,000
SAGE ANDERSON


13800 BIOLA AVENUE
LA MIRADA,CA90639
NONE I UNIVERSITY SCHOLARSHIP 5,000
SAI BHAVIK THATI


5000 FORBES AVENUE
PITTSBURGH,PA15213
NONE I UNIVERSITY SCHOLARSHIP 5,000
SAMUEL CORBIWHEELER


301 PLATT BOULEVARD
CLAREMONT,CA91711
NONE I UNIVERSITY SCHOLARSHIP 5,000
SARAH ANGELOS


ONE BEAR PLACE 97048
WACO,TX767987028
NONE I UNIVERSITY SCHOLARSHIP 5,000
SHANNAH VIRIVONG


25 BUICK STREET SUITE 13
BOSTON,MA02215
NONE I UNIVERSITY SCHOLARSHIP 5,000
SHAURYA JELOKA


801 SMITH CAMPUS CTR
CAMBRIDGE,MA02138
NONE I UNIVERSITY SCHOLARSHIP 5,000
SHERIFAT SANUSI


1130 AMERSTERDAM AVE
NEW YORK,NY10027
NONE I UNIVERSITY SCHOLARSHIP 5,000
SIDH SHROFF


355 GALVEZ STREET
STANFORD,CA943053021
NONE I UNIVERSITY SCHOLARSHIP 5,000
WHITNEY SEDERBERG


383 LAFAYETTE STREET
NEW YORK,NY10003
NONE I UNIVERSITY SCHOLARSHIP 5,000
WOOJUN JEONG


700 CHILDS WAY JHH 325
LOS ANGELES,CA900890914
NONE I UNIVERSITY SCHOLARSHIP 5,000
YUKI KONDO


901 12TH AVENUE PO BO
SEATTLE,WA981221090
NONE I UNIVERSITY SCHOLARSHIP 5,000
JASON BOWMAN


301 PLATT BOULEVARD
CLAREMONT,CA91711
NONE I UNIVERSITY SCHOLARSHIP 5,000
EMILY GOMEZ


502 E BOONE AVE
SPOKANE,WA992580072
NONE I UNIVERSITY SCHOLARSHIP 5,000
MIRIAM HAMSTRA


300 W HAWTHORNE ROAD
SPOKANE,WA99251
NONE I UNIVERSITY SCHOLARSHIP 5,000
BRETT KELLEY


355 GALVEZ STREET
STANFORD,CA943053021
NONE I UNIVERSITY SCHOLARSHIP 5,000
YUKI KONDO


901 12TH AVENUE PO BOX 22200
SEATTLE,WA981221090
NONE I UNIVERSITY SCHOLARSHIP 5,000
COSETTE LACHANCE


FRANKLIN BLDG RM 100 3451 WALNUT S
PHILADELPHIA,PA19104
NONE I UNIVERSITY SCHOLARSHIP 1,800
ALEXA MEE


2219 SE 68TH AVE
PORTLAND,OR97215
NONE I UNIVERSITY SCHOLARSHIP 5,000
MIRI NAKAMURA


901 12TH AVENUE PO BOX 22200
SEATTLE,WA981221090
NONE I UNIVERSITY SCHOLARSHIP 5,000
SHERIFAT SANUSI


1130 AMERSTERDAM AVE
NEW YORK,NY10027
NONE I UNIVERSITY SCHOLARSHIP 5,000
SAI BHAVIK THATI


5000 FORBES AVENUE
PITTSBURGH,PA15213
NONE I UNIVERSITY SCHOLARSHIP 5,000
ANDREW WARD


128 MCKENNA HALL
NOTRE DAME,IN46556
NONE I UNIVERSITY SCHOLARSHIP 5,000
Total .................................right arrow 3a 570,300
bApproved for future payment
Total ................................. right arrow 3b 0
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 ....     14 245,322  
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 ............
    18 408,730  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 654,052 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
654,052
(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.)
1 NOT APPLICABLE
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
EDMUND F MAXWELL FOUNDATION
 
C/O WILLIAM W LIN TRUSTEE
EIN:
91-6181008
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 9,200 7,871 0 1,329

TY 2024 AllOthProgRltdInvestmentsSch
Name:
EDMUND F MAXWELL FOUNDATION
 
C/O WILLIAM W LIN TRUSTEE
EIN:
91-6181008
Category Amount
NONE 0

TY 2024 InvestmentsCorpStockSchedule
Name:
EDMUND F MAXWELL FOUNDATION
 
C/O WILLIAM W LIN TRUSTEE
EIN:
91-6181008
Name of Stock End of Year Book Value End of Year Fair Market Value
CORPORATE STOCK 5,678,845 11,523,856

TY 2024 InvestmentsOtherSchedule2
Name:
EDMUND F MAXWELL FOUNDATION
 
C/O WILLIAM W LIN TRUSTEE
EIN:
91-6181008
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
CASH EQUIVALENT MONEY FUNDS AT COST 1,808,061 1,808,061

TY 2024 OtherDecreasesSchedule
Name:
EDMUND F MAXWELL FOUNDATION
 
C/O WILLIAM W LIN TRUSTEE
EIN:
91-6181008
Description Amount
OTHER DIFFERENCES 1,342


TY 2024 OtherExpensesSchedule
Name:
EDMUND F MAXWELL FOUNDATION
 
C/O WILLIAM W LIN TRUSTEE
EIN:
91-6181008
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MISCELLANEOUS EXPENSES 3,520 3,011 0 509
FEES - OTHER 900 770 0 130


TY 2024 OtherIncreasesSchedule
Name:
EDMUND F MAXWELL FOUNDATION
 
C/O WILLIAM W LIN TRUSTEE
EIN:
91-6181008
Description Amount
RETURNED GRANTS 5,000
2024 CHECKS NOT CASHED YET 11,800
2024 CHECKS CASHED IN 2025 35,000
2023 CHECKS CASHED IN 2024 15,000
2023 CHECKS NOT CASHED YET 5,969


TY 2024 TaxesSchedule
Name:
EDMUND F MAXWELL FOUNDATION
 
C/O WILLIAM W LIN TRUSTEE
EIN:
91-6181008
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL ESTIMATED TAX PAYMENTS 11,000 11,000 0 0