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
JEAN SANVILLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1532 AFT
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PENNINGTON, NJ08534
A Employer identification number

20-5390445
B Telephone number (see instructions)

(888) 866-3275
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$3,707,210J 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... 124,038 122,938  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 43,448
b Gross sales price for all assets on line 6a 1,865,879
7 Capital gain net income (from Part IV, line 2)... 43,448
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 167,486 166,386  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,250 0 0 1,250
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
39,400 23,640   15,760
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,659 579   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
891 866   25
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 43,200 25,085 0 17,035
25 Contributions, gifts, grants paid....... 183,415 183,415
26 Total expenses and disbursements. Add lines 24 and 25 226,615 25,085 0 200,450
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -59,129
b Net investment income (if negative, enter -0-) 141,301
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............. 470 634 634
2 Savings and temporary cash investments......... 106,322 70,273 70,273
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 31,063 Click to see attachment
List of Attached Documents:
// Content
423,803 		401,067
b Investments—corporate stock (attach schedule)....... 935,009 Click to see attachment
List of Attached Documents:
// Content
1,269,934 		1,979,507
c Investments—corporate bonds (attach schedule)....... 244,396 Click to see attachment
List of Attached Documents:
// Content
542,145 		551,866
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).......... 1,850,203 Click to see attachment
List of Attached Documents:
// Content
801,916 		703,863
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) 3,167,463 3,108,705 3,707,210
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,167,463 3,108,705
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,167,463 3,108,705
30 Total liabilities and net assets/fund balances (see instructions). 3,167,463 3,108,705
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
3,167,463
2
Enter amount from Part I, line 27a .....................
2
-59,129
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
908
4
Add lines 1, 2, and 3 ..........................
4
3,109,242
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
537
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,108,705
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 3000. ABBVIE INC   2018-11-13 2024-07-18
b 21. ALTRIA GROUP INC   2020-03-13 2024-11-26
c 20. APPLE INC   2018-02-27 2024-01-19
d 8. APPLE INC   2018-02-27 2024-01-22
e 21. APPLE INC   2018-02-27 2024-01-22
21. APPLE INC   2018-02-27 2024-01-23
11. APPLE INC   2018-02-27 2024-11-26
1000. BANK OF NEW YORK MELLON   2015-06-23 2024-02-05
13000. BANK OF NEW YORK MELLON   2024-01-05 2024-02-05
5. BERKSHIRE HATHAWAYINC   2019-09-05 2024-11-26
9000. BOEING CO   2024-01-05 2024-12-20
2000. BROADCOM CRP / CAYMN FI   2022-12-15 2024-07-18
3000. CAPITAL ONE FINANCIAL CO   2023-02-13 2024-10-01
9000. CAPITAL ONE FINANCIAL CO   2024-01-05 2024-10-01
4. CHEVRON CORP   2015-06-08 2024-11-26
8. CHEVRON CORP   2015-10-28 2024-11-26
25. CISCO SYSTEMS INCORPORATED   2015-06-04 2024-11-26
7000. CITIGROUP INC   2024-01-05 2024-07-29
8000. CITIGROUP INC   2023-05-25 2024-07-29
2000. DELL INT LLC / EMC CORP   2023-01-20 2024-07-18
4000. DUKE ENERGY CORP   2024-01-05 2024-04-15
3000. DUKE ENERGY CORP   2023-02-13 2024-04-15
1000. DUKE ENERGY CORP   2018-10-26 2024-04-15
3000. ENERGY TRANSFER PARTNERS   2018-11-14 2024-07-18
4000. ENERGY TRANSFER PARTNERS   2018-11-14 2024-12-24
3000. ENERGY TRANSFER PARTNERS   2023-02-13 2024-12-24
2000. EXPRESS SCRIPTS HOLDING   2023-02-13 2024-02-22
5. FASTENAL CO   2018-11-16 2024-04-09
120. FASTENAL CO   2018-11-19 2024-04-09
16. FASTENAL CO   2018-11-19 2024-11-26
89.43 FHLMC SD 6706 04 50%2054   2024-12-31 2024-12-31
59.79 FHLMC SD 8189 02 50%2052   2024-02-26 2024-02-26
72.37 FHLMC SD 8189 02 50%2052   2024-03-25 2024-03-25
75.83 FHLMC SD 8189 02 50%2052   2024-04-25 2024-04-25
83. FHLMC SD 8189 02 50%2052   2024-05-28 2024-05-28
90.33 FHLMC SD 8189 02 50%2052   2024-06-25 2024-06-25
78.45 FHLMC SD 8189 02 50%2052   2024-07-25 2024-07-25
80.93 FHLMC SD 8189 02 50%2052   2024-08-26 2024-08-26
89.67 FHLMC SD 8189 02 50%2052   2024-09-25 2024-09-25
76.62 FHLMC SD 8189 02 50%2052   2024-10-25 2024-10-25
82.9 FHLMC SD 8189 02 50%2052   2024-11-25 2024-11-25
69.06 FHLMC SD 8189 02 50%2052   2024-12-26 2024-12-26
78.31 FHLMC SD 8189 02 50%2052   2024-12-31 2024-12-31
130.26 FHLMC SD 8211 02%2052   2024-02-26 2024-02-26
97.18 FHLMC SD 8211 02%2052   2024-03-25 2024-03-25
135.76 FHLMC SD 8211 02%2052   2024-04-25 2024-04-25
145.83 FHLMC SD 8211 02%2052   2024-05-28 2024-05-28
103.21 FHLMC SD 8211 02%2052   2024-06-25 2024-06-25
148.37 FHLMC SD 8211 02%2052   2024-07-25 2024-07-25
111.33 FHLMC SD 8211 02%2052   2024-08-26 2024-08-26
141.34 FHLMC SD 8211 02%2052   2024-09-25 2024-09-25
138.36 FHLMC SD 8211 02%2052   2024-10-25 2024-10-25
75.36 FHLMC SD 8211 02%2052   2024-11-25 2024-11-25
110.82 FHLMC SD 8211 02%2052   2024-12-26 2024-12-26
148.55 FHLMC SD 8211 02%2052   2024-12-31 2024-12-31
81.84 FHLMC SD 8242 03%2052   2024-02-26 2024-02-26
143.01 FHLMC SD 8242 03%2052   2024-03-25 2024-03-25
159.99 FHLMC SD 8242 03%2052   2024-04-25 2024-04-25
146.9 FHLMC SD 8242 03%2052   2024-05-28 2024-05-28
142.62 FHLMC SD 8242 03%2052   2024-06-25 2024-06-25
182.37 FHLMC SD 8242 03%2052   2024-07-25 2024-07-25
215.32 FHLMC SD 8242 03%2052   2024-08-26 2024-08-26
247.26 FHLMC SD 8242 03%2052   2024-09-25 2024-09-25
122.24 FHLMC SD 8242 03%2052   2024-10-25 2024-10-25
124.4 FHLMC SD 8242 03%2052   2024-11-25 2024-11-25
103.37 FHLMC SD 8242 03%2052   2024-12-26 2024-12-26
131.55 FHLMC SD 8242 03%2052   2024-12-31 2024-12-31
180.31 FNMA PCB4371 03 50%2052   2024-02-26 2024-02-26
54.9 FNMA PCB4371 03 50%2052   2024-03-25 2024-03-25
126.28 FNMA PCB4371 03 50%2052   2024-04-25 2024-04-25
112.1 FNMA PCB4371 03 50%2052   2024-05-28 2024-05-28
62.71 FNMA PCB4371 03 50%2052   2024-06-25 2024-06-25
206.13 FNMA PCB4371 03 50%2052   2024-07-25 2024-07-25
93.42 FNMA PCB4371 03 50%2052   2024-08-26 2024-08-26
131.44 FNMA PCB4371 03 50%2052   2024-09-25 2024-09-25
210.84 FNMA PCB4371 03 50%2052   2024-10-25 2024-10-25
145.4 FNMA PCB4371 03 50%2052   2024-11-25 2024-11-25
124.52 FNMA PCB4371 03 50%2052   2024-12-26 2024-12-26
235.52 FNMA PCB4371 03 50%2052   2024-12-31 2024-12-31
47.91 FNMA PMA4598 02 50%2052   2024-02-26 2024-02-26
49.68 FNMA PMA4598 02 50%2052   2024-03-25 2024-03-25
80.74 FNMA PMA4598 02 50%2052   2024-04-25 2024-04-25
91.72 FNMA PMA4598 02 50%2052   2024-05-28 2024-05-28
71.42 FNMA PMA4598 02 50%2052   2024-06-25 2024-06-25
108.31 FNMA PMA4598 02 50%2052   2024-07-25 2024-07-25
78.19 FNMA PMA4598 02 50%2052   2024-08-26 2024-08-26
82.73 FNMA PMA4598 02 50%2052   2024-09-25 2024-09-25
74.22 FNMA PMA4598 02 50%2052   2024-10-25 2024-10-25
74.87 FNMA PMA4598 02 50%2052   2024-11-25 2024-11-25
63.31 FNMA PMA4598 02 50%2052   2024-12-26 2024-12-26
64.45 FNMA PMA4598 02 50%2052   2024-12-31 2024-12-31
16. FIDELITY NATL INFORMATION SVCS INC COM   2024-01-05 2024-11-26
4.98 GNM PMA7988M 03%2052   2024-02-20 2024-02-20
5.6 GNM PMA7988M 03%2052   2024-03-20 2024-03-20
6.61 GNM PMA7988M 03%2052   2024-04-22 2024-04-22
6.87 GNM PMA7988M 03%2052   2024-05-20 2024-05-20
7.7 GNM PMA7988M 03%2052   2024-06-20 2024-06-20
6.75 GNM PMA7988M 03%2052   2024-07-22 2024-07-22
7.74 GNM PMA7988M 03%2052   2024-08-20 2024-08-20
7.17 GNM PMA7988M 03%2052   2024-09-20 2024-09-20
6.35 GNM PMA7988M 03%2052   2024-10-21 2024-10-21
6.87 GNM PMA7988M 03%2052   2024-11-20 2024-11-20
6.39 GNM PMA7988M 03%2052   2024-12-20 2024-12-20
7.07 GNM PMA7988M 03%2052   2024-12-31 2024-12-31
106.64 GNM PMA8098M 03%2052   2024-02-20 2024-02-20
112.26 GNM PMA8098M 03%2052   2024-03-20 2024-03-20
99.89 GNM PMA8098M 03%2052   2024-04-22 2024-04-22
128.36 GNM PMA8098M 03%2052   2024-05-20 2024-05-20
128.94 GNM PMA8098M 03%2052   2024-06-20 2024-06-20
123.35 GNM PMA8098M 03%2052   2024-07-22 2024-07-22
124.63 GNM PMA8098M 03%2052   2024-08-20 2024-08-20
151.54 GNM PMA8098M 03%2052   2024-09-20 2024-09-20
105.29 GNM PMA8098M 03%2052   2024-10-21 2024-10-21
105.29 GNM PMA8098M 03%2052   2024-10-21 2024-10-21
105.29 GNM PMA8098M 03%2052   2024-10-21 2024-10-21
134.65 GNM PMA8098M 03%2052   2024-11-20 2024-11-20
135.24 GNM PMA8098M 03%2052   2024-12-20 2024-12-20
109.08 GNM PMA8098M 03%2052   2024-12-31 2024-12-31
109.08 GNM PMA8098M 03%2052   2024-12-31 2024-12-31
109.08 GNM PMA8098M 03%2052   2024-12-31 2024-12-31
2000. HUMANA INC   2024-04-02 2024-07-18
2000. HUNTINGTON BANCSHARES   2022-12-07 2024-07-18
8375. ISHARES CORE U.S. AGGREGATE BOND ETF   2023-12-06 2024-01-04
1240. ISHARES 20 YEAR TREASURY BOND ETF   2023-12-06 2024-01-04
2000. KEURIG DR PEPPER INC   2022-06-28 2024-07-18
2000. KINDER MORGAN ENER PART   2023-02-13 2024-02-01
10000. KINDER MORGAN ENER PART   2024-01-05 2024-02-01
3380. LOOMIS SAYLES SECURITIZED ASSET FUND   2018-01-23 2024-07-18
5092. LOOMIS SAYLES SECURITIZED ASSET FUND   2018-01-23 2024-12-24
9. LOOMIS SAYLES HI INCOME   2019-03-26 2024-05-08
14. LOOMIS SAYLES HI INCOME   2019-02-11 2024-05-08
44. LOOMIS SAYLES HI INCOME   2019-06-05 2024-05-08
383. LOOMIS SAYLES HI INCOME   2023-05-17 2024-05-08
366.11 LOOMIS SAYLES HI INCOME   2023-05-17 2024-07-18
233.89 LOOMIS SAYLES HI INCOME   2024-01-05 2024-07-18
879. LOOMIS SAYLES HI INCOME   2024-01-05 2024-12-24
17. MERCK AND CO INC SHS   2016-01-08 2024-11-26
10. MICROSOFT CORPORATION   2015-06-04 2024-01-19
25. MICROSOFT CORPORATION   2015-06-04 2024-01-23
5. MICROSOFT CORPORATION   2015-06-04 2024-11-26
94. NINTENDO LTD ADR   2024-01-05 2024-11-26
2000. NISOURCE INC   2023-02-13 2024-07-18
7. NORFOLK SOUTHERN CORP   2015-09-14 2024-11-26
3. NORTHROP GRUMMAN CORP   2023-09-28 2024-11-26
11. PAYCHEX INC   2015-06-04 2024-11-26
1. PHILIP MORRIS INTERNATIONAL INC   2020-04-28 2024-11-26
20. PHILIP MORRIS INTERNATIONAL INC   2020-04-27 2024-11-26
6. PROGRESSIVE CORP OHIO COM   2021-07-06 2024-11-26
1460. SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND   2023-12-06 2024-01-04
3000. SANTANDER HOLDINGS USA   2023-02-13 2024-05-07
14. SCHWAB CHARLES CORP NEW COM   2023-03-15 2024-11-26
3000. THERMO FISHER SCIENTIFIC   2023-12-05 2024-07-18
7000. US BANCORP   2024-01-05 2024-02-09
2000. US BANCORP   2023-02-13 2024-02-09
4000. U.S. TREASURY BOND   2024-01-05 2024-07-18
2000. U.S. TREASURY BOND   2024-01-05 2024-07-18
44700. U.S. TREASURY NOTE   2024-01-05 2024-01-19
300. U.S. TREASURY NOTE   2023-06-26 2024-01-19
28000. U.S. TREASURY NOTE   2024-01-05 2024-01-29
12000. U.S. TREASURY NOTE   2024-01-05 2024-07-18
11000. U.S. TREASURY NOTE   2024-01-05 2024-10-04
5000. U.S. TREASURY NOTE   2024-01-05 2024-11-22
9300. U.S. TREASURY NOTE   2024-01-05 2024-12-17
10000. U.S. TREASURY NOTE   2023-11-20 2024-02-05
7000. U.S. TREASURY NOTE   2023-11-20 2024-03-14
4000. U.S. TREASURY NOTE   2024-02-05 2024-12-17
4000. U.S. TREASURY NOTE   2024-02-12 2024-03-22
4000. U.S. TREASURY NOTE   2024-02-12 2024-04-02
4000. U.S. TREASURY NOTE   2024-03-05 2024-04-02
1000. U.S. TREASURY NOTE   2024-05-01 2024-09-13
8000. U.S. TREASURY NOTE   2024-03-05 2024-09-13
8000. U.S. TREASURY NOTE   2024-04-16 2024-05-02
5000. U.S. TREASURY NOTE   2024-05-01 2024-07-10
1000. U.S. TREASURY NOTE   2024-04-16 2024-07-10
12000. U.S. TREASURY NOTE   2024-05-09 2024-07-10
6000. U.S. TREASURY NOTE   2024-05-09 2024-09-13
6000. U.S. TREASURY NOTE   2024-08-21 2024-09-23
2000. U.S. TREASURY NOTE   2024-11-18 2024-11-22
1500. VANGUARD DIVIDEND APPRECIATION ETF   2023-12-05 2024-01-05
170. VERIZON COMMUNICATIONS INC   2024-01-05 2024-06-26
448. VERIZON COMMUNICATIONS INC   2024-01-05 2024-06-27
126. VERIZON COMMUNICATIONS INC   2024-01-05 2024-06-28
121. VERIZON COMMUNICATIONS INC   2024-01-05 2024-07-01
6000. VODAFONE GROUP PLC   2024-01-05 2024-07-08
2000. VODAFONE GROUP PLC   2023-02-13 2024-07-08
8000. WASTE MANAGEMENT INC   2024-01-05 2024-04-05
2000. WELLS FARGO & COMPANY   2023-02-13 2024-12-24
12000. WELLS FARGO & COMPANY   2024-01-05 2024-12-24
8000. WESTPAC BANKING CORP   2024-01-05 2024-12-24
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,955   2,876 79
b 1,207   816 391
c 3,815   897 2,918
d 1,552   359 1,193
e 4,074   942 3,132
4,089   942 3,147
2,583   493 2,090
1,000   1,000  
13,000   12,997 3
2,388   1,023 1,365
9,000   8,954 46
1,952   1,912 40
3,000   2,904 96
9,000   8,863 137
652   403 249
1,303   718 585
1,483   726 757
7,198   7,118 80
8,226   8,049 177
2,081   1,997 84
4,000   3,984 16
3,000   2,955 45
1,000   996 4
2,973   2,865 108
3,987   3,820 167
2,991   2,929 62
1,920   1,984 -64
377   143 234
9,052   3,465 5,587
1,339   462 877
89   89  
60   60  
72   72  
76   76  
83   83  
90   90  
78   78  
81   81  
90   90  
77   77  
83   83  
69   69  
78   78  
130   130  
97   97  
136   136  
146   146  
103   103  
148   148  
111   111  
141   141  
138   138  
75   75  
111   111  
149   149  
82   82  
143   143  
160   160  
147   147  
143   143  
182   182  
215   215  
247   247  
122   122  
124   124  
103   103  
132   132  
180   180  
55   55  
126   126  
112   112  
63   63  
206   206  
93   93  
131   131  
211   211  
145   145  
125   125  
236   236  
48   48  
50   50  
81   81  
92   92  
71   71  
108   108  
78   78  
83   83  
74   74  
75   75  
63   63  
64   64  
1,359   985 374
5   5  
6   6  
7   7  
7   7  
8   8  
7   7  
8   8  
7   7  
6   6  
7   7  
6   6  
7   7  
107   107  
112   112  
100   100  
128   128  
129   129  
123   123  
125   125  
152   152  
105   105  
105   105  
105   105  
135   135  
135   135  
109   109  
109   109  
109   109  
2,017   1,984 33
1,958   1,918 40
824,512   815,555 8,957
120,777   118,739 2,038
1,924   1,888 36
2,000   1,982 18
10,000   9,988 12
25,891   33,563 -7,672
38,699   50,564 -11,865
77   94 -17
120   144 -24
378   458 -80
3,290   3,229 61
3,196   3,086 110
2,042   2,011 31
7,788   7,559 229
1,721   835 886
3,965   469 3,496
9,920   1,172 8,748
2,135   234 1,901
1,266   1,181 85
1,906   1,814 92
1,931   553 1,378
1,473   1,322 151
1,605   539 1,066
132   77 55
2,649   1,500 1,149
1,606   587 1,019
137,042   135,629 1,413
3,000   2,920 80
1,149   835 314
3,040   3,026 14
6,413   6,395 18
1,832   1,814 18
3,067   3,134 -67
1,047   1,083 -36
42,091   42,404 -313
282   291 -9
26,518   26,562 -44
11,292   11,384 -92
10,542   10,435 107
4,644   4,743 -99
8,660   8,822 -162
10,074   10,014 60
7,018   7,009 9
4,038   4,100 -62
3,964   3,978 -14
3,937   3,978 -41
3,983   4,019 -36
1,034   984 50
8,270   8,035 235
7,940   7,928 12
4,981   4,958 23
996   991 5
11,955   11,925 30
6,070   5,963 107
6,133   6,095 38
1,985   1,986 -1
253,243   247,125 6,118
6,977   6,768 209
18,263   17,835 428
5,205   5,016 189
5,036   4,817 219
5,939   5,917 22
1,980   1,956 24
7,873   8,020 -147
1,994   1,930 64
11,961   11,727 234
7,967   7,779 188
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
      60
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       79
b       391
c       2,918
d       1,193
e       3,132
      3,147
      2,090
       
      3
      1,365
      46
      40
      96
      137
      249
      585
      757
      80
      177
      84
      16
      45
      4
      108
      167
      62
      -64
      234
      5,587
      877
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
      374
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
      33
      40
      8,957
      2,038
      36
      18
      12
      -7,672
      -11,865
      -17
      -24
      -80
      61
      110
      31
      229
      886
      3,496
      8,748
      1,901
      85
      92
      1,378
      151
      1,066
      55
      1,149
      1,019
      1,413
      80
      314
      14
      18
      18
      -67
      -36
      -313
      -9
      -44
      -92
      107
      -99
      -162
      60
      9
      -62
      -14
      -41
      -36
      50
      235
      12
      23
      5
      30
      107
      38
      -1
      6,118
      209
      428
      189
      219
      22
      24
      -147
      64
      234
      188
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 43,448
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 1,964
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 1,964
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 1,964
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,596
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,596
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 368
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowBANK OF AMERICA NA Telephone no.right arrow (888) 866-3275

Located atright arrowPO BOX 1532 AFTPENNINGTONNJ ZIP+4right arrow08534
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)
 
No
(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
 
 
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
JULIE PETERSON PRESIDENT
1 		0    
355 WEST ROAD
ARBUCKLE,CA95912
SAMOAN BARIS DIRECTOR
1 		0    
12011 SAN VICENTE BLVD 310
LOS ANGELES,CA90048
CHESTER VALLALBA CFO
1 		0    
2110 SIXTH STREET
BERKELEY,CA94710
CAROLYN JACOBS DIRECTOR
1 		0    
103 LILLY HALL
NORTH HAMPTON,MA01063
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
3,674,939
b
Average of monthly cash balances.......................
1b
85,773
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,760,712
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
3,760,712
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
56,411
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,704,301
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
185,215
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
185,215
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,964
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,964
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
183,251
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
183,251
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
183,251
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
200,450
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
200,450
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 7 183,251
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 9,614
b From 2020...... 27,992
c From 2021...... 20,565
d From 2022...... 49,983
e From 2023...... 21,395
f Total of lines 3a through e ........ 129,549
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 200,450
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 183,251
e Remaining amount distributed out of corpus 17,199
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 5 146,748
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		9,614
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		137,134
10 Analysis of line 9:
a Excess from 2020.... 27,992
b Excess from 2021.... 20,565
c Excess from 2022.... 49,983
d Excess from 2023.... 21,395
e Excess from 2024.... 17,199
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

SMITH COLLEGE OF SOCIAL WORK

COLLEGE HALL 204
NORTHAMPTON,MA01063 		N/A PC UNRESTRICTED GENERAL 73,366

THE SANVILLE INSTITUTE INC

2198 SIXTH STREET 101
BERKELEY,CA94710 		N/A PC UNRESTRICTED GENERAL 73,366

LA INSTITUTE FOR PSYCHOANALYTIC STUDY
LAIPS
12011 SAN VICENTE BLVD
LOS ANGELES,CA90049 		N/A PC UNRESTRICTED GENERAL 36,683
Total .................................right arrow 3a 183,415
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 124,038  
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 43,448  
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) ..   167,486  
13Total. Add line 12, columns (b), (d), and (e)..................
13
167,486
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
JEAN SANVILLE FOUNDATION
EIN:
20-5390445
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE 1,250     1,250

TY 2024 InvestmentsCorpBondsSchedule
Name:
JEAN SANVILLE FOUNDATION
EIN:
20-5390445
Name of Bond End of Year Book Value End of Year Fair Market Value
37045XBT2 GENERAL MOTORS FINL 7,809 7,907
172967KJ9 CITIGROUP INC    
14040HBT1 CAPITAL ONE FINANCIA    
24422ETG4 JOHN DEERE CAPITAL C    
961214DQ3 WESTPAC BANKING CORP    
459200HF1 IBM CORP    
38148YAC2 GOLDMAN SACHS GROUP    
30219GAM0 EXPRESS SCRIPTS HOLD 5,934 5,969
126408HE6 CSX CORP 7,531 7,734
822582AD4 SHELL INTERNATIONAL 6,745 6,530
686330AH4 ORIX CORP    
494550BS4 KINDER MORGAN ENER P    
404280AK5 HSBC HOLDINGS PLC    
06367TJX9 BANK OF MONTREAL    
36962G4B7 GENERAL ELEC CAP COR    
20030NBX8 COMCAST CORP    
172967JT9 CITIGROUP INC    
06406HCS6 BANK OF NEW YORK MEL    
928563AB1 VMWARE INC    
92343VCQ5 VERIZON COMMUNICATIO 6,583 6,485
046353AL2 ASTRAZENECA PLC 7,810 7,921
037833AZ3 APPLE INC    
126650CX6 CVS HEALTH CORP 8,758 8,720
370334CF9 GENERAL MILLS INC 7,870 7,979
855244AQ2 STARBUCKS CORP 7,869 7,959
26884LAE9 EQT CORP    
29273RBD0 ENERGY TRANSFER PART    
00287YAQ2 ABBVIE INC 6,766 6,971
61746BDQ6 MORGAN STANLEY    
913017DB2 UNITED TECHNOLOGIES    
10373QAJ9 BP CAP MARKETS AMERI    
26441CAN5 DUKE ENERGY CORP    
46647PAU0 JPMORGAN CHASE & CO    
05574LFY9 BNP PARIBAS    
581557BJ3 MCKESSON CORP    
92857WBJ8 VODAFONE GROUP PLC    
00206RCN0 AT&T INC    
036752AG8 ANTHEM INC 7,837 7,818
912810SA7 U.S. TREASURY BOND    
912810RJ9 U.S. TREASURY BOND    
9128284P2 U.S. TREASURY NOTE    
912810QT8 U.S. TREASURY BOND    
912810RM2 U.S. TREASURY BOND    
912810RU4 U.S. TREASURY BOND    
912828QN3 U.S. TREASURY NOTE    
912810QW1 U.S. TREASURY BOND    
912828R77 U.S. TREASURY NOTE    
912828T34 U.S. TREASURY NOTE    
31359MGK3 FEDERAL NATL MTG ASS    
3140GYGZ6 FNMA PBH9215 03 50%    
912810RT7 U.S. TREASURY BOND    
023135BF2 AMAZON.COM INC 7,264 7,065
02209SBB8 ALTRIA GROUP INC    
10112RAY0 BOSTON PROPERTIES LP 8,308 8,662
10922NAC7 BRIGHTHOUSE FINANCIA    
21685WDD6 USD RABOBANK UTRECHT    
912828G38 U.S. TREASURY NOTE    
23291KAG0 DH EUROPE FINANCE II    
25152R5F6 USD DEUTSCHE BANK AG    
86787EBE6 SUNTRUST BANK    
912810SF6 U.S. TREASURY BOND    
9128286B1 U.S. TREASURY NOTE    
80282KAW6 SANTANDER HOLDINGS U    
927804FU3 VIRGINIA ELEC & POWE 7,738 7,881
94974BGH7 WELLS FARGO & COMPAN    
437076BN1 HOME DEPOT INC    
883556BN1 THERMO FISHER SCIENT    
92556HAA5 VIACOMCBS INC    
04686JAA9 ATHENE HOLDINGS LTD 8,544 8,781
30161NAX9 EXELON CORP 8,496 8,577
30231GBH4 EXXON MOBIL CORPORAT 8,778 8,972
025816BS7 AMERICAN EXPRESS CO    
67066GAF1 NVIDIA CORP 8,166 8,248
65473PAK1 NISOURCE INC 8,267 8,778
961214EH2 WESTPAC BANKING CORP    
191216CU2 COCA-COLA CO/THE    
10373QBJ8 BP CAP MARKETS AMERI    
29364GAM5 ENTERGY CORP 9,139 9,725
609207AT2 MONDELEZ INTERNATION 5,381 5,367
65339KBR0 NEXTERA ENERGY CAPIT 7,558 7,781
45866FAL8 INTERCONTINENTALEXCH    
912810SN9 U.S. TREASURY BOND    
912828YS3 U.S. TREASURY NOTE    
912810SP4 U.S. TREASURY BOND    
00206RHJ4 AT&T INC 7,793 7,827
912810TC2 U.S. TREASURY BOND    
097023CT0 BOEING CO    
87264ABD6 T-MOBILE USA INC 8,681 8,793
931142EV1 WALMART INC    
299808AJ4 EVEREST REINSURANCE 6,173 6,184
548661EA1 LOWE'S COS INC 8,583 8,686
031162CU2 AMGEN INC 8,755 8,842
38141GXM1 GOLDMAN SACHS GROUP 9,211 9,653
91282CCS8 U.S. TREASURY NOTE    
31418DZV7 FNMA PMA4355 02%    
31418D3G5 FNMA PMA4398 02%    
828807CV7 SIMON PROPERTY GROUP 8,798 8,936
89114TZG0 TORONTO-DOMINION BAN 9,101 9,447
20030NCU3 COMCAST CORP 7,781 7,714
912810SS8 U.S. TREASURY BOND    
02209SBL6 ALTRIA GROUP INC 7,965 8,229
025816CM9 AMERICAN EXPRESS CO 9,169 9,475
438127AB8 HONDA MOTOR CO LTD 9,353 9,556
713448FM5 PEPSICO INC    
89236TJZ9 TOYOTA MOTOR CREDIT 8,552 8,708
11134LAH2 BROADCOM CRP / CAYM 7,648 7,875
38141GYM0 GOLDMAN SACHS GROUP 9,092 9,488
961214FG3 WESTPAC BANKING CORP 9,261 9,835
89788NAA8 TRUIST FINANCIAL COR 8,279 8,503
00914AAJ1 AIR LEASE CORP    
87165BAM5 SYNCHRONY FINANCIAL 8,917 9,669
49271VAP5 KEURIG DR PEPPER INC 7,558 7,673
61747YET8 MORGAN STANLEY 17,805 17,981
78016EZD2 ROYAL BANK OF CANADA 8,631 8,793
446150BB9 HUNTINGTON BANCSHARE 7,696 7,918
91159HJC5 US BANCORP    
17327CAR4 CITIGROUP INC    
24422EWR6 JOHN DEERE CAPITAL C 9,068 9,046
24703DBL4 DELL INT LLC / EMC C 7,899 8,218
345370DA5 FORD MOTOR COMPANY 9,003 9,149
502431AP4 L3HARRIS TECH INC 8,915 9,111
55903VBB8 WARNERMEDIA HOLDINGS 9,203 9,305
59156RCE6 METLIFE INC 8,667 9,095
595112BV4 MICRON TECHNOLOGY IN 9,325 9,582
716973AC6 PFIZER INVESTMENT EN 17,373 17,842
883556DA7 THERMO FISHER SCIENT 7,056 7,059
40434LAB1 HP INC 8,483 8,619
444859CA8 HUMANA INC 7,934 7,933
46266TAF5 IQVIA INC 9,220 9,305
46647PBX3 JPMORGAN CHASE & CO 18,128 18,235
47233WEJ4 JEFFERIES FIN GROUP 8,961 9,275
494553AD2 KINDER MORGAN INC 7,956 7,973
50249AAM5 LYB INT FINANCE III 8,901 8,828
718172DA4 PHILIP MORRIS INTL I 9,061 9,048
95000U2G7 WELLS FARGO & COMPAN 13,039 12,628

TY 2024 InvestmentsCorpStockSchedule
Name:
JEAN SANVILLE FOUNDATION
EIN:
20-5390445
Name of Stock End of Year Book Value End of Year Fair Market Value
949746101 WELLS FARGO & CO NEW    
655844108 NORFOLK SOUTHERN COR 43,609 75,104
25243Q205 DIAGEO PLC SPON ADR 38,958 41,953
87612E106 TARGET CORP    
717081103 PFIZER INC    
166764100 CHEVRONTEXACO CORP 32,798 51,708
594918104 MICROSOFT CORP COM 9,910 73,341
458140100 INTEL CORPORATION    
22822V101 CROWN CASTLE INTERNA 40,674 36,667
58933Y105 MERCK AND CO INC SHS 28,919 58,992
084670702 BERKSHIRE HATHAWAYIN 43,706 97,908
704326107 PAYCHEX INC 23,237 62,117
17275R102 CISCO SYSTEMS INC 29,807 58,904
191216100 COCA-COLA CO/THE    
172062101 CINCINNATI FINANCIAL 17,720 50,008
143658300 CARNIVAL CORP    
09247X101 BLACKROCK INC    
548661107 LOWES COMPANIES INC 29,930 80,457
92343V104 VERIZON COMMUNICATIO    
718172109 PHILIP MORRIS INTERN 64,077 89,420
25746U109 DOMINION ENERGY INC 55,632 58,277
02209S103 ALTRIA GROUP INC 35,187 46,015
311900104 FASTENAL CO 23,412 54,436
478160104 JOHNSON & JOHNSON 60,831 63,488
882508104 TEXAS INSTRUMENTS IN 51,984 86,255
354613101 FRANKLIN RESOURCES I    
641069406 NESTLE S A SPONSORED 38,424 34,641
693718108 PACCAR INC    
911312106 UNITED PARCEL SERVIC 43,074 44,766
49456B101 KINDER MORGAN INC/DE    
037833100 APPLE INC 26,513 120,953
247361702 DELTA AIR LINES INC    
009158106 AIR PRODUCTS & CHEMI 85,927 96,003
20030N101 COMCAST CORP 37,734 33,101
654445303 NINTENDO LTD ADR 60,266 67,956
743315103 PROGRESSIVE CORP/THE 36,055 86,739
855244109 STARBUCKS CORP 59,203 59,221
31620M106 FIDELITY NATL INFO S 53,337 69,947
666807102 NORTHROP GRUMMAN COR 51,094 54,438
808513105 CHARLES SCHWAB CORP/ 52,644 70,902
09290D101 BLACKROCK INC REG SH 38,144 100,461
G87052109 TE CONNECTIVITY PLC 57,128 55,329

TY 2024 InvestmentsGovtObligationsSch
Name:
JEAN SANVILLE FOUNDATION
EIN:
20-5390445
US Government Securities - End of Year Book Value:

423,803
US Government Securities - End of Year Fair Market Value:

401,067
State & Local Government Securities - End of Year Book Value:


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


 


TY 2024 InvestmentsOtherSchedule2
Name:
JEAN SANVILLE FOUNDATION
EIN:
20-5390445
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
543495741 LOOMIS SAYLES SECURI AT COST 688,077 586,450
543495758 LOOMIS SAYLES HI INC AT COST 113,839 117,413
464288588 ISHARES LEHMAN MBS      
46429B267 ISHARES TREASURY BON      
921946406 VANGUARD HIGH DVD YI      
464287226 ISHARES CORE U.S. AG      
464287432 ISHARES 20 YEAR TREA      
78468R622 SPDR BLOOMBERG BARCL      
921908844 VANGUARD DIVIDEND AP      

TY 2024 OtherDecreasesSchedule
Name:
JEAN SANVILLE FOUNDATION
EIN:
20-5390445
Description Amount
TYE INCOME ADJ 368
ACCRUED INTEREST C/O 169


TY 2024 OtherExpensesSchedule
Name:
JEAN SANVILLE FOUNDATION
EIN:
20-5390445
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING FEE 25 0   25
INVESTMENT EXPENSES-DIVIDEND I 690 690   0
OTHER EXPENSE (NON-DEDUCTIBLE 176 176   0


TY 2024 OtherIncreasesSchedule
Name:
JEAN SANVILLE FOUNDATION
EIN:
20-5390445
Description Amount
TAX COST ADJ 908


TY 2024 OtherProfessionalFeesSchedule
Name:
JEAN SANVILLE FOUNDATION
EIN:
20-5390445
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 39,400 23,640   15,760


TY 2024 TaxesSchedule
Name:
JEAN SANVILLE FOUNDATION
EIN:
20-5390445
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 579 579   0
EXCISE TAX ESTIMATES 1,080 0   0