Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE ALBERT J RYAN FOUNDATION US BANK NA
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 0634
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI532010634
A Employer identification number

31-6066371
B Telephone number (see instructions)

(513) 632-4426
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$3,546,598J 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... 87,248 86,764  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 183,408
b Gross sales price for all assets on line 6a 1,363,119
7 Capital gain net income (from Part IV, line 2)... 183,408
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
65 65  
12 Total. Add lines 1 through 11........ 270,721 270,237  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 51,930 46,737   5,193
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
165 0 0 165
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,500 0 0 1,500
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,718 2,109   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
26,648     26,648
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 83,961 48,846 0 33,506
25 Contributions, gifts, grants paid....... 121,734 121,734
26 Total expenses and disbursements. Add lines 24 and 25 205,695 48,846 0 155,240
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 65,026
b Net investment income (if negative, enter -0-) 221,391
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 81,561 87,472 87,472
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)      
b Investments—corporate stock (attach schedule)....... 841,301 Click to see attachment
List of Attached Documents:
// Content
692,859 		1,062,678
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).......... 1,929,498 Click to see attachment
List of Attached Documents:
// Content
2,138,593 		2,394,098
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
947 		Click to see attachment
List of Attached Documents:
// Content
2,350 		Click to see attachment
List of Attached Documents:
// Content
2,350
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,853,307 2,921,274 3,546,598
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........ 2,853,307 2,921,274
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)..... 2,853,307 2,921,274
30 Total liabilities and net assets/fund balances (see instructions). 2,853,307 2,921,274
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
2,853,307
2
Enter amount from Part I, line 27a .....................
2
65,026
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,981
4
Add lines 1, 2, and 3 ..........................
4
2,921,314
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
40
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,921,274
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 2. ADOBE SYS INC   2022-12-14 2024-03-19
b 17. ADVANCED MICRO DEVICES INC COM   2023-04-25 2024-03-19
c 4. AIRBNB INC CL A   2023-03-13 2024-03-19
d 10. ALBEMARLE CORP   2023-06-27 2024-03-19
e 15. ALPHABET INC CL A   2022-12-14 2024-03-19
13. AMAZON COM INC   2022-12-14 2024-03-19
227. AMERICAN BEACON STEPHENS MID CAP GR   2021-12-14 2024-03-19
5. AMERICAN TOWER CORP   2023-11-28 2024-03-19
17. APPLE COMPUTER INC COM   2023-06-27 2024-03-19
49. BANK OF AMERICA CORP   2013-07-24 2024-03-19
2. BLACKROCK INC   2022-12-14 2024-03-19
17. CVS CORP COM   2023-04-25 2024-03-19
22. CENTENE CORP COM   2023-06-27 2024-03-19
9. COSTCO WHSL CORP NEW   2023-06-27 2024-03-19
5. DANAHER CORP   2023-11-28 2024-03-19
22. EDWARDS LIFESCIENCES CORP COM   2022-12-14 2024-03-19
6. FACEBOOK INC A   2021-03-26 2024-03-19
8. GILEAD SCIENCES INC COM   2023-06-27 2024-03-19
4. HOME DEPOT INC   2023-06-27 2024-03-19
2. INTUIT COM W/RTS EXP 5/1/2008   2023-06-27 2024-03-19
10. J P MORGAN CHASE & CO   2013-07-24 2024-03-19
13. LULULEMON ATHLETICA INC   2023-06-27 2024-03-19
3. MARATHON PETROLEUM CORP   2022-12-14 2024-03-19
14. MASTERCARD INC   2023-06-27 2024-03-19
12. MATCH GROUP INC NEW   2023-06-27 2024-03-19
7. MICROSOFT CORP   2012-05-15 2024-03-19
25. NETFLIX.COM INC COM   2023-04-25 2024-03-19
13. NEXTERA ENERGY INC   2023-06-27 2024-03-19
4. NVIDIA CORP   2022-12-14 2024-03-19
8. PALO ALTO NETWORKS INC   2023-03-13 2024-03-19
69. PAYCOM SOFTWARE INC   2023-06-27 2024-03-19
2. S P GLOBAL INC COM   2023-11-28 2024-03-19
8. SALESFORCE COM INC   2023-04-25 2024-03-19
14. SCHLUMBERGER LTD   2023-11-28 2024-03-19
19. SCHWAB CHARLES CORP COM NEW   2021-03-26 2024-03-19
1. SERVICENOW INC   2023-04-25 2024-03-19
7. TARGET CORPORATION   2023-04-25 2024-03-19
23. UBER TECHNOLOGIES INC   2022-12-14 2024-03-19
4. UNITEDHEALTH GRP INC COM   2012-05-17 2024-03-19
41. WAL MART STORES INC   2021-03-26 2024-03-19
14. ZILLOW GROUP INC   2023-06-27 2024-03-19
14. APTIV PLC   2023-06-27 2024-03-19
2. CHUBB LIMITED COM   2023-06-27 2024-03-19
216. COPART INC COM   2022-12-14 2024-03-22
10. COSTCO WHSL CORP NEW   2023-06-27 2024-03-22
25. DANAHER CORP     2024-03-22
128. EDWARDS LIFESCIENCES CORP COM   2022-12-14 2024-03-22
76. MARATHON PETROLEUM CORP   2022-12-14 2024-03-22
142. MATCH GROUP INC NEW   2023-06-27 2024-03-22
26. CHUBB LIMITED COM   2023-06-27 2024-03-22
1. SECURITY LITIGATION   1911-11-11 2024-04-09
185. ISHARES CORE U.S. AGGREGATE BOND ETF   2024-03-19 2024-05-03
1280. ISHARES CORE U.S. AGGREGATE BOND ETF     2024-05-03
88. AIRBNB INC CL A   2023-03-13 2024-05-17
239. CVS CORP COM   2023-04-25 2024-05-17
98. ISHARES CORE MSCI EMERGING MKTS ETF   2022-02-14 2024-05-17
9. NETFLIX.COM INC COM   2023-04-25 2024-05-17
229. SCHWAB CHARLES CORP COM NEW   2021-03-26 2024-05-17
119. GILEAD SCIENCES INC COM   2023-06-27 2024-06-20
10. NETFLIX.COM INC COM   2023-04-25 2024-06-20
71. TRADE DESK INC THE CLASS A   2024-03-22 2024-06-20
191. WAL MART STORES INC   2021-03-26 2024-06-20
2954.396 CREDIT SUISSE COMMODITY RETURN   2024-05-06 2024-07-23
66. ISHARES RUSSELL 2000 INDEX FUND     2024-07-23
10. ALPHABET INC CL A   2023-06-27 2024-08-09
9. AMAZON COM INC   2023-06-27 2024-08-09
3. AMERICAN TOWER CORP   2022-12-14 2024-08-09
10. APPLE COMPUTER INC COM   2023-06-27 2024-08-09
2. FACEBOOK INC A   2021-03-26 2024-08-09
187. ISHARES CORE U.S. AGGREGATE BOND ETF   2024-07-23 2024-08-09
41. ISHARES RUSSELL MIDCAP VALUE ETF   2022-03-14 2024-08-09
132. ISHARES MIDCAP INDEX FD     2024-08-09
105. ISHARES CORE MSCI EAFE ETF   2024-03-19 2024-08-09
169. ISHARES CORE MSCI EMERGING MKTS ETF   2022-02-14 2024-08-09
5. J P MORGAN CHASE & CO   2013-07-24 2024-08-09
6. MICROSOFT CORP   2012-05-15 2024-08-09
21. NVIDIA CORP   2022-12-14 2024-08-09
3. PALO ALTO NETWORKS INC   2023-06-27 2024-08-09
692. SCHWAB US REIT ETF     2024-08-09
1. TRANSDIGM GROUP INC   2023-06-27 2024-08-09
13. UBER TECHNOLOGIES INC     2024-08-09
85. AMERICAN TOWER CORP     2024-08-23
70. ISHARES CORE U.S. AGGREGATE BOND ETF   2024-07-23 2024-08-23
83. ISHARES MIDCAP INDEX FD   2020-02-14 2024-08-23
172. ISHARES MSCI EAFE VALUE ETF   2022-02-14 2024-08-23
115.666 CLEARBRIDGE INTERNATIONAL GROWTH   2022-02-14 2024-08-23
549. MOBILEYE GLOBAL INC COMMON CLASS A     2024-08-23
119. NIKE INC CL B COM   2024-03-22 2024-08-23
50. SALESFORCE COM INC   2023-04-25 2024-08-23
9. SERVICENOW INC   2023-04-25 2024-08-23
65. TRADE DESK INC THE CLASS A   2023-06-27 2024-08-23
22. UNITEDHEALTH GRP INC COM   2012-05-17 2024-08-23
418. INVESCO S P 500 EQUAL WEIGHT ETF   2024-05-03 2024-09-10
7. BLACKROCK INC COM   2022-12-14 2024-10-10
28. DANAHER CORP   2023-04-25 2024-10-10
10. NETFLIX.COM INC COM   2023-04-25 2024-10-10
25. S P GLOBAL INC COM   2023-04-25 2024-10-10
7. ADVANCED MICRO DEVICES INC COM   2024-08-23 2024-11-11
19. ALPHABET INC CL A   2023-06-27 2024-11-11
12. AMAZON COM INC   2023-06-27 2024-11-11
152. AMERICAN BEACON STEPHENS MID CAP GR   2021-12-14 2024-11-11
22. APPLE COMPUTER INC COM   2023-06-27 2024-11-11
50. BANK OF AMERICA CORP   2013-07-24 2024-11-11
22. DRAFTKINGS INC NEW   2024-05-17 2024-11-11
4. FACEBOOK INC A   2021-03-26 2024-11-11
6. HOME DEPOT INC   2023-06-27 2024-11-11
378.00068 ISHARES CORE U.S. AGGREGATE BOND ETF   2024-09-10 2024-11-11
305.99932 ISHARES CORE U.S. AGGREGATE BOND ETF   2024-09-10 2024-11-11
50. ISHARES RUSSELL MIDCAP VALUE ETF   2022-03-14 2024-11-11
78. ISHARES MIDCAP INDEX FD   2020-02-14 2024-11-11
67. ISHARES RUSSELL 2000 INDEX FUND     2024-11-11
7. J P MORGAN CHASE & CO   2013-07-24 2024-11-11
11. MICROSOFT CORP   2012-05-15 2024-11-11
25. NVIDIA CORP   2022-12-14 2024-11-11
5. PALO ALTO NETWORKS INC   2023-06-27 2024-11-11
5. SCHWAB CHARLES CORP COM NEW   2021-03-26 2024-11-11
15. TARGET CORPORATION   2023-04-25 2024-11-11
8. TRADE DESK INC THE CLASS A   2023-06-27 2024-11-11
27. UBER TECHNOLOGIES INC   2022-12-14 2024-11-11
2. UNITEDHEALTH GRP INC COM   2012-05-17 2024-11-11
12. VERTIV HOLDINGS CO   2024-06-20 2024-11-11
8. ADOBE SYS INC   2023-06-27 2024-11-22
22. ADVANCED MICRO DEVICES INC COM   2024-08-23 2024-11-22
5. ADVANCED MICRO DEVICES INC COM   2023-04-25 2024-11-22
24. ALBEMARLE CORP   2022-12-14 2024-11-22
39. ALPHABET INC CL A   2023-06-27 2024-11-22
41. AMAZON COM INC     2024-11-22
1012.137 AMERICAN BEACON STEPHENS MID CAP GR     2024-11-22
3. AMERICAN TOWER CORP   2023-11-28 2024-11-22
6. AMERICAN TOWER CORP   2023-06-27 2024-11-22
44. APPLE COMPUTER INC COM   2023-06-27 2024-11-22
82. BANK OF AMERICA CORP   2013-07-24 2024-11-22
3. BLACKROCK INC COM   2022-12-14 2024-11-22
54. CABOT OIL & GAS CORP CL A   2024-08-23 2024-11-22
50. CENTENE CORP COM   2023-06-27 2024-11-22
11. CHEVRONTEXACO CORP   2024-10-10 2024-11-22
52. COPART INC COM   2022-12-14 2024-11-22
2. COSTCO WHSL CORP NEW   2023-06-27 2024-11-22
10. DANAHER CORP   2023-04-25 2024-11-22
67. DRAFTKINGS INC NEW   2024-05-17 2024-11-22
25. EDWARDS LIFESCIENCES CORP COM   2023-06-27 2024-11-22
1. EQUINIX INC   2024-08-23 2024-11-22
8. FACEBOOK INC A   2021-03-26 2024-11-22
9. HOME DEPOT INC   2023-06-27 2024-11-22
3. INTUIT COM W/RTS EXP 5/1/2008   2023-06-27 2024-11-22
298. ISHARES RUSSELL MIDCAP VALUE ETF     2024-11-22
137. ISHARES RUSSELL 2000 INDEX FUND   2021-12-14 2024-11-22
262. ISHARES MSCI EAFE VALUE ETF   2024-11-11 2024-11-22
392. ISHARES MSCI EAFE VALUE ETF   2022-02-14 2024-11-22
333. ISHARES CORE MSCI EAFE ETF     2024-11-22
586. ISHARES CORE MSCI EAFE ETF     2024-11-22
464. ISHARES CORE MSCI EMERGING MKTS ETF     2024-11-22
19. J P MORGAN CHASE & CO   2013-07-24 2024-11-22
2. LILLY ELI & CO   2024-05-17 2024-11-22
7. LULULEMON ATHLETICA INC   2023-06-27 2024-11-22
11. MARATHON PETROLEUM CORP   2024-06-20 2024-11-22
4. MASTERCARD INC   2023-06-27 2024-11-22
23. MICROSOFT CORP   2012-05-15 2024-11-22
55. NEXTERA ENERGY INC   2023-06-27 2024-11-22
83. NVIDIA CORP   2022-12-14 2024-11-22
11. PALO ALTO NETWORKS INC   2023-06-27 2024-11-22
5. S P GLOBAL INC COM   2023-04-25 2024-11-22
8. SALESFORCE COM INC   2023-04-25 2024-11-22
100. SCHLUMBERGER LTD   2024-03-22 2024-11-22
41. SCHWAB CHARLES CORP COM NEW     2024-11-22
3. SERVICENOW INC   2023-04-25 2024-11-22
4. SYNOPSYS INC COM   2024-03-19 2024-11-22
26. TARGET CORPORATION   2023-11-28 2024-11-22
25. TRADE DESK INC THE CLASS A   2023-06-27 2024-11-22
1. TRANSDIGM GROUP INC   2023-06-27 2024-11-22
53. UBER TECHNOLOGIES INC   2022-12-14 2024-11-22
6. UNITEDHEALTH GRP INC COM   2012-05-17 2024-11-22
11. VEEVA SYSTEMS INC-CLASS A   2024-05-17 2024-11-22
28. VERTIV HOLDINGS CO   2024-06-20 2024-11-22
49. WAL MART STORES INC   2023-06-27 2024-11-22
55. ZILLOW GROUP INC     2024-11-22
6. EATON CORP PLC SHS   2024-08-23 2024-11-22
32. APTIV PLC   2023-06-27 2024-11-22
29. PALO ALTO NETWORKS INC     2024-12-10
84. TARGET CORPORATION   2023-04-25 2024-12-10
5. TRADE DESK INC THE CLASS A     2024-12-10
37. TRADE DESK INC THE CLASS A   2023-06-27 2024-12-10
20. ZILLOW GROUP INC   2024-03-22 2024-12-10
119. ZILLOW GROUP INC   2023-06-27 2024-12-10
134. APTIV PLC   2023-06-27 2024-12-10
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 1,033   688 345
b 3,038   1,460 1,578
c 646   469 177
d 1,210   2,259 -1,049
e 2,197   1,446 751
2,278   1,208 1,070
8,551   9,157 -606
979   1,007 -28
2,973   3,167 -194
1,771   736 1,035
1,596   1,444 152
1,336   1,250 86
1,712   1,466 246
6,592   4,752 1,840
1,253   1,094 159
2,044   1,684 360
2,934   1,705 1,229
588   610 -22
1,506   1,255 251
1,265   908 357
1,935   568 1,367
5,962   4,893 1,069
585   333 252
6,739   5,341 1,398
421   511 -90
2,944   215 2,729
15,354   8,145 7,209
790   962 -172
3,470   719 2,751
2,237   1,500 737
13,035   21,613 -8,578
844   825 19
2,385   1,547 838
757   734 23
1,290   1,251 39
748   459 289
1,172   1,141 31
1,726   630 1,096
1,964   220 1,744
2,489   1,841 648
668   697 -29
1,082   1,401 -319
517   384 133
12,400   6,806 5,594
7,356   5,281 2,075
6,372   5,419 953
11,988   9,799 2,189
15,187   8,433 6,754
5,086   6,045 -959
6,651   4,989 1,662
50     50
17,792   17,988 -196
123,103   133,978 -10,875
12,901   10,325 2,576
13,711   17,577 -3,866
5,355   5,759 -404
5,558   2,932 2,626
17,956   15,075 2,881
8,121   9,068 -947
6,772   3,258 3,514
6,886   6,021 865
12,958   8,578 4,380
65,676   68,897 -3,221
14,717   14,405 312
1,600   1,175 425
1,510   1,150 360
669   674 -5
2,152   1,863 289
1,030   568 462
18,605   18,347 258
5,061   4,692 369
10,834   8,871 1,963
7,536   7,693 -157
8,892   9,932 -1,040
1,032   284 748
2,434   184 2,250
2,213   378 1,835
983   750 233
14,929   14,885 44
1,235   860 375
884   490 394
19,209   18,125 1,084
7,049   6,868 181
7,153   5,124 2,029
9,719   8,920 799
8,089   7,144 945
8,259   15,435 -7,176
9,953   11,264 -1,311
13,153   9,670 3,483
7,397   4,128 3,269
6,760   4,970 1,790
12,804   1,211 11,593
71,829   68,247 3,582
6,684   5,054 1,630
7,453   5,973 1,480
7,315   3,258 4,057
12,871   8,756 4,115
1,025   1,078 -53
3,420   2,232 1,188
2,475   1,534 941
6,240   6,132 108
4,909   4,098 811
2,308   751 1,557
945   984 -39
2,332   1,137 1,195
2,455   1,883 572
37,125   38,441 -1,316
30,053   31,119 -1,066
6,876   5,722 1,154
7,292   4,816 2,476
16,179   14,514 1,665
1,679   398 1,281
4,613   337 4,276
3,635   450 3,185
1,989   1,249 740
388   329 59
2,298   2,445 -147
1,028   612 416
1,939   739 1,200
1,250   110 1,140
1,532   1,086 446
4,063   3,864 199
3,043   3,387 -344
692   429 263
2,553   5,951 -3,398
6,458   4,581 1,877
8,088   4,612 3,476
42,500   33,552 8,948
610   604 6
1,220   1,132 88
10,099   8,197 1,902
3,831   1,231 2,600
3,107   2,166 941
1,492   1,309 183
3,021   3,332 -311
1,784   1,659 125
3,208   1,638 1,570
1,934   1,056 878
2,360   2,133 227
2,919   2,997 -78
1,751   2,239 -488
926   828 98
4,481   2,273 2,208
3,744   2,824 920
1,947   1,363 584
41,202   34,051 7,151
32,476   29,371 3,105
14,102   14,385 -283
21,099   20,329 770
24,010   24,616 -606
42,252   37,864 4,388
25,048   26,611 -1,563
4,693   1,079 3,614
1,507   1,539 -32
2,274   2,635 -361
1,762   1,933 -171
2,069   1,526 543
9,506   705 8,801
4,239   4,068 171
11,945   1,493 10,452
4,208   2,749 1,459
2,577   1,751 826
2,700   1,547 1,153
4,449   5,368 -919
3,329   2,278 1,051
3,160   1,376 1,784
2,239   2,288 -49
3,224   3,423 -199
3,190   1,912 1,278
1,239   819 420
3,740   1,451 2,289
3,586   330 3,256
2,341   2,316 25
3,925   2,533 1,392
4,400   2,529 1,871
4,430   2,776 1,654
2,243   1,800 443
1,717   3,203 -1,486
11,279   6,311 4,968
11,412   13,695 -2,283
658   407 251
4,868   2,829 2,039
1,580   1,006 574
9,402   5,928 3,474
7,826   13,412 -5,586
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
      5,117
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       345
b       1,578
c       177
d       -1,049
e       751
      1,070
      -606
      -28
      -194
      1,035
      152
      86
      246
      1,840
      159
      360
      1,229
      -22
      251
      357
      1,367
      1,069
      252
      1,398
      -90
      2,729
      7,209
      -172
      2,751
      737
      -8,578
      19
      838
      23
      39
      289
      31
      1,096
      1,744
      648
      -29
      -319
      133
      5,594
      2,075
      953
      2,189
      6,754
      -959
      1,662
      50
      -196
      -10,875
      2,576
      -3,866
      -404
      2,626
      2,881
      -947
      3,514
      865
      4,380
      -3,221
      312
      425
      360
      -5
      289
      462
      258
      369
      1,963
      -157
      -1,040
      748
      2,250
      1,835
      233
      44
      375
      394
      1,084
      181
      2,029
      799
      945
      -7,176
      -1,311
      3,483
      3,269
      1,790
      11,593
      3,582
      1,630
      1,480
      4,057
      4,115
      -53
      1,188
      941
      108
      811
      1,557
      -39
      1,195
      572
      -1,316
      -1,066
      1,154
      2,476
      1,665
      1,281
      4,276
      3,185
      740
      59
      -147
      416
      1,200
      1,140
      446
      199
      -344
      263
      -3,398
      1,877
      3,476
      8,948
      6
      88
      1,902
      2,600
      941
      183
      -311
      125
      1,570
      878
      227
      -78
      -488
      98
      2,208
      920
      584
      7,151
      3,105
      -283
      770
      -606
      4,388
      -1,563
      3,614
      -32
      -361
      -171
      543
      8,801
      171
      10,452
      1,459
      826
      1,153
      -919
      1,051
      1,784
      -49
      -199
      1,278
      420
      2,289
      3,256
      25
      1,392
      1,871
      1,654
      443
      -1,486
      4,968
      -2,283
      251
      2,039
      574
      3,474
      -5,586
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 183,408
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 3,077
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 3,077
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 3,077
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 5,804
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 5,804
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,727
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow2,727 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 arrowOH
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.albertjryanfoundation.org
14
The books are in care ofright arrowUS BANK NA Telephone no.right arrow (855) 594-7236

Located atright arrowPO BOX 1118 ML CN-OH-W10XCINCINNATIOH ZIP+4right arrow452011118
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
SEAN CALLAN ESQ CO-TRUSTEE
0 		0    
225 WEST COURT ST
CINCINNATI,OH45202
US BANK N A TRUSTEE
1 		51,930    
PO BOX 0634
MILWAUKEE,WI532010634
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
3,447,060
b
Average of monthly cash balances.......................
1b
67,226
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,514,286
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
3,514,286
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
52,714
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,461,572
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
173,079
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
173,079
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
3,077
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,077
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
170,002
4
Recoveries of amounts treated as qualifying distributions................
4
2,981
5
Add lines 3 and 4............................
5
172,983
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
172,983
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
155,240
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
155,240
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 7 172,983
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 121,733
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 155,240
a Applied to 2023, but not more than line 2a 121,733
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..... 33,507
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 .......... 		139,476
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

DARTMOUTH COLLEGE

6066 DEVELOPMENT OFFICE
HANOVER,NH03755 		NONE PC GENERAL OPERATING 40,578

UNIVERSITY OF CINCINNATI

ATTN TREASURER
CINCINNATI,OH452210641 		NONE PC GENERAL OPERATING 40,578

HARVARD UNIVERSITY PLANNED GIVING

124 MT AUBURN STREET
CAMBRIDGE,MA02138 		NONE PC GENERAL OPERATING 40,578
Total .................................right arrow 3a 121,734
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 87,248  
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 ............ 		    18 183,408  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    1 65  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   270,721  
13Total. Add line 12, columns (b), (d), and (e)..................
13
270,721
(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:
THE ALBERT J RYAN FOUNDATION US BANK NA
EIN:
31-6066371
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

TY 2024 InvestmentsCorpStockSchedule
Name:
THE ALBERT J RYAN FOUNDATION US BANK NA
EIN:
31-6066371
Name of Stock End of Year Book Value End of Year Fair Market Value
46625H100 J P MORGAN CHASE CO 8,236 34,758
594918104 MICROSOFT CORP 10,082 76,292
91324P102 UNITEDHEALTH GROUP I 12,696 24,281
060505104 BANK OF AMERICA CORP 9,099 26,634
931142103 WAL MART STORES INC 11,945 22,588
30303M102 FACEBOOK INC A 18,448 38,058
808513105 SCHWAB CHARLES CORP 19,063 22,795
037833100 APPLE INC 48,744 80,886
03027X100 AMERICAN TOWER CORP 9,461 8,620
217204106 COPART INC COM 12,401 13,257
09247X101 BLACKROCK INC    
012653101 ALBEMARLE CORP 25,116 9,124
02079K305 ALPHABET INC CL A 28,936 54,708
90353T100 UBER TECHNOLOGIES IN 10,731 23,645
67066G104 NVIDIA CORP 24,335 82,185
023135106 AMAZON.COM INC 31,683 66,475
00724F101 ADOBE SYS INC 23,487 22,234
56585A102 MARATHON PETROLEUM C 10,366 8,231
28176E108 EDWARDS LIFESCIENCES 9,282 8,069
007903107 ADVANCED MICRO DEVIC 17,090 24,037
009066101 AIRBNB INC CL A    
126650100 CVS HEALTH CORPORATI    
15135B101 CENTENE CORP COM 13,993 12,722
22160K105 COSTCO WHOLESALE COR 4,640 8,246
235851102 DANAHER CORP 23,553 24,562
375558103 GILEAD SCIENCES INC    
437076102 HOME DEPOT INC 22,225 27,618
461202103 INTUIT INC 6,359 8,799
550021109 LULULEMON ATHLETICA 9,678 11,090
57636Q104 MASTERCARD INC 5,723 7,899
57667L107 MATCH GROUP INC NEW    
64110L106 NETFLIX.COM INC    
65339F101 NEXTERA ENERGY INC 16,280 18,424
697435105 PALO ALTO NETWORKS I 9,564 18,560
70432V102 PAYCOM SOFTWARE INC    
78409V104 S P GLOBAL INC COM 9,318 12,451
79466L302 SALESFORCE COM INC 8,123 14,042
806857108 SCHLUMBERGER LTD COM 23,732 17,253
81762P102 SERVICENOW INC 11,007 25,443
87612E106 TARGET CORP COM 14,751 14,599
88339J105 TRADE DESK INC THE C 11,485 17,042
893641100 TRANSDIGM GROUP INC 9,782 13,940
98954M101 ZILLOW GROUP INC 4,679 6,589
G6095L109 APTIV PLC    
H1467J104 CHUBB LTD    
09290D101 BLACKROCK INC COM 11,147 16,402
127097103 COTERRA ENERGY INC 7,537 7,943
166764100 CHEVRON CORP COM 10,558 10,139
26142V105 DRAFTKINGS INC NEW 20,517 18,526
29444U700 EQUINIX INC 9,939 11,315
532457108 ELI LILLY CO 21,271 20,844
58733R102 MERCADOLIBRE INC 11,195 10,203
871607107 SYNOPSYS INC 10,295 8,736
922475108 VEEVA SYSTEMS INC-CL 15,540 15,559
92537N108 VERTIV HOLDINGS CO 18,866 25,903
G29183103 EATON CORP PLC SHS 9,901 10,952

TY 2024 InvestmentsOtherSchedule2
Name:
THE ALBERT J RYAN FOUNDATION US BANK NA
EIN:
31-6066371
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
464287499 ISHARES RUSSELL MID AT COST 150,528 241,244
808524847 SCHWAB US REIT ETF AT COST 115,188 137,838
464287473 ISHARES RUSSELL MIDC AT COST 79,267 135,031
04314H568 ARTISAN HIGH INCOME AT COST 189,211 180,601
024524217 AMERICAN BEACON STEP AT COST 104,608 132,789
464287655 ISHARES RUSSELL 2000 AT COST 154,170 171,244
46432F842 ISHARES CORE MSCI EA AT COST 227,545 250,056
524686524 CLEARBRIDGE INTERNAT      
464288877 ISHARES MSCI EAFE VA AT COST 130,886 141,459
861728400 STONE RIDGE HY REINS AT COST 95,693 101,898
46434G103 ISHARES CORE MSCI EM AT COST 239,800 245,173
464287226 ISHARES CORE U.S. AG AT COST 89,235 87,016
464287432 ISHARES 20 YEAR TREA AT COST 36,389 35,107
52470V822 WESTERN ASSET INCOME AT COST 72,636 72,207
52471E258 CLEARBRIDGE INTERNAT AT COST 161,642 176,241
74440B884 PGIM TOTAL RETURN BO AT COST 145,257 144,161
922042742 VANGUARD TOTAL WORLD AT COST 146,538 142,033

TY 2024 LegalFeesSchedule
Name:
THE ALBERT J RYAN FOUNDATION US BANK NA
EIN:
31-6066371
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 165     165


TY 2024 OtherAssetsSchedule
Name:
THE ALBERT J RYAN FOUNDATION US BANK NA
EIN:
31-6066371
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INCOME   0 0
000000000 MISCELLANEOUS ENTRY 947 2,350 2,350


TY 2024 OtherDecreasesSchedule
Name:
THE ALBERT J RYAN FOUNDATION US BANK NA
EIN:
31-6066371
Description Amount
ROC ON CY SALES 27
PY RETURN OF CAPITAL ADJUSTMENT 13


TY 2024 OtherExpensesSchedule
Name:
THE ALBERT J RYAN FOUNDATION US BANK NA
EIN:
31-6066371
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER MISC EXPENSES 26,448 0   26,448
STATE FILING FEE/TAX 200 0   200


TY 2024 OtherIncomeSchedule2
Name:
THE ALBERT J RYAN FOUNDATION US BANK NA
EIN:
31-6066371
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 65 65  


TY 2024 OtherIncreasesSchedule
Name:
THE ALBERT J RYAN FOUNDATION US BANK NA
EIN:
31-6066371
Description Amount
GRANT RECOVERY 2,981


TY 2024 TaxesSchedule
Name:
THE ALBERT J RYAN FOUNDATION US BANK NA
EIN:
31-6066371
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,488 1,488   0
FEDERAL ESTIMATES - PRINCIPAL 1,609 0   0
FOREIGN TAXES ON NONQUALIFIED 621 621   0