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

81-2548411
B Telephone number (see instructions)

(212) 852-3049
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$2,955,190J 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... 84,558 82,920  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 44,581
b Gross sales price for all assets on line 6a 373,960
7 Capital gain net income (from Part IV, line 2)... 44,581
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........ 129,139 127,501  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 24,113 9,645   14,468
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).......        
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
899 53   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 25,012 9,698 0 14,468
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 25,012 9,698 0 14,468
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 104,127
b Net investment income (if negative, enter -0-) 117,803
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............. 3,142 3,194 3,194
2 Savings and temporary cash investments......... 122,054 64,136 64,136
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)....... 1,591,493 Click to see attachment
List of Attached Documents:
// Content
1,682,871 		2,328,090
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).......... 473,529 Click to see attachment
List of Attached Documents:
// Content
543,342 		559,770
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) 2,190,218 2,293,543 2,955,190
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........ 2,190,218 2,293,543
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)..... 2,190,218 2,293,543
30 Total liabilities and net assets/fund balances (see instructions). 2,190,218 2,293,543
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
2,190,218
2
Enter amount from Part I, line 27a .....................
2
104,127
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
277
4
Add lines 1, 2, and 3 ..........................
4
2,294,622
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,079
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,293,543
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 1. PROLOGIS INC   2020-02-04 2024-01-12
b 12. PROLOGIS INC   2020-03-12 2024-01-12
c 16. PROLOGIS INC   2020-04-07 2024-01-12
d 117. REGIONS FINANCIAL CORP   2023-08-10 2024-01-12
e 101. REGIONS FINANCIAL CORP   2023-08-09 2024-01-12
9. ABBVIE INC   2020-03-19 2024-01-26
5. AIR PRODUCTS & CHEMICALS INC   2019-03-13 2024-01-26
1. BROADCOM INC   2019-12-20 2024-01-26
10. EVERSOURCE ENERGY   2020-03-12 2024-01-26
14. EVERSOURCE ENERGY   2019-04-08 2024-01-26
10. EVERSOURCE ENERGY   2019-04-10 2024-01-26
2. EVERSOURCE ENERGY   2019-05-02 2024-01-26
5. EVERSOURCE ENERGY   2019-11-04 2024-01-26
8. EVERSOURCE ENERGY   2020-07-02 2024-01-26
3. EVERSOURCE ENERGY   2020-03-13 2024-01-26
6. EVERSOURCE ENERGY   2021-02-24 2024-01-26
6. ELI LILLY & CO   2019-03-13 2024-01-26
3. LOCKHEED MARTIN CORP   2019-01-28 2024-01-26
7. MARSH & MCLENNAN COS INC   2019-03-13 2024-01-26
18. MERCK AND CO INC SHS   2020-02-28 2024-01-26
11. MERCK AND CO INC SHS   2020-03-02 2024-01-26
4. MICROSOFT CORP COM   2019-10-02 2024-01-26
13. PEPSICO INC   2018-06-25 2024-01-26
25. REGIONS FINANCIAL CORP   2023-08-10 2024-01-26
43. REGIONS FINANCIAL CORP   2023-08-18 2024-01-26
194. REGIONS FINANCIAL CORP   2023-08-17 2024-01-26
70. STARBUCKS CORP   2019-03-13 2024-01-26
7. TRAVELERS COS INC/THE   2023-01-20 2024-01-26
9. EVERSOURCE ENERGY   2021-02-24 2024-02-06
20. EVERSOURCE ENERGY   2021-02-25 2024-02-06
2. EVERSOURCE ENERGY   2021-05-06 2024-02-06
22. EVERSOURCE ENERGY   2021-06-15 2024-02-06
19. EVERSOURCE ENERGY   2021-06-16 2024-02-06
23. AIR PRODUCTS & CHEMICALS INC   2019-03-13 2024-02-14
7. EVERSOURCE ENERGY   2022-04-04 2024-02-14
4. EVERSOURCE ENERGY   2022-06-02 2024-02-14
5. EVERSOURCE ENERGY   2022-09-02 2024-02-14
3. EVERSOURCE ENERGY   2021-08-05 2024-02-14
2. EVERSOURCE ENERGY   2021-06-16 2024-02-14
5. EVERSOURCE ENERGY   2021-12-06 2024-02-14
4. EVERSOURCE ENERGY   2022-11-22 2024-02-14
7. EVERSOURCE ENERGY   2023-04-04 2024-02-14
28. EVERSOURCE ENERGY   2022-11-18 2024-02-14
18. EVERSOURCE ENERGY   2022-11-21 2024-02-14
24. JOHNSON CTLS INTL PLC   2023-07-20 2024-02-14
44. JOHNSON CTLS INTL PLC   2023-07-19 2024-02-14
60. JOHNSON CTLS INTL PLC   2023-07-28 2024-02-14
17. JOHNSON CTLS INTL PLC   2023-07-18 2024-02-14
150. US BANCORP DEL   2019-03-13 2024-02-23
20. US BANCORP DEL   2019-05-16 2024-02-26
5. US BANCORP DEL   2019-03-20 2024-02-26
42. US BANCORP DEL   2019-03-13 2024-02-26
4. US BANCORP DEL   2019-04-02 2024-02-26
3. US BANCORP DEL   2019-05-02 2024-02-26
3. BROADCOM INC   2019-12-20 2024-03-14
3. BROADCOM INC   2020-02-24 2024-03-14
11. LOCKHEED MARTIN CORP   2019-01-28 2024-03-14
27. RAYTHEON TECHNOLOGIES   2023-02-22 2024-03-14
28. RAYTHEON TECHNOLOGIES   2022-12-19 2024-03-14
37. AIR PRODUCTS & CHEMICALS INC   2019-03-13 2024-04-22
24. PROLOGIS INC   2020-07-08 2024-04-30
9. PROLOGIS INC   2020-04-07 2024-04-30
14. US BANCORP DEL   2019-05-17 2024-04-30
8. US BANCORP DEL   2019-05-16 2024-04-30
13. US BANCORP DEL   2019-06-04 2024-04-30
2. US BANCORP DEL   2020-07-02 2024-04-30
8. US BANCORP DEL   2019-08-02 2024-04-30
12. US BANCORP DEL   2019-10-02 2024-04-30
7. US BANCORP DEL   2019-07-02 2024-04-30
20. US BANCORP DEL   2020-03-04 2024-04-30
7. US BANCORP DEL   2020-01-03 2024-04-30
5. PROLOGIS INC   2020-07-09 2024-05-01
22. PROLOGIS INC   2020-07-08 2024-05-01
11. US BANCORP DEL   2020-11-04 2024-05-01
23. US BANCORP DEL   2020-07-02 2024-05-01
16. AIR PRODUCTS & CHEMICALS INC   2019-03-13 2024-05-16
14. PROLOGIS INC   2020-07-09 2024-05-16
8. US BANCORP DEL   2020-11-04 2024-05-16
3. US BANCORP DEL   2021-10-04 2024-05-16
4. US BANCORP DEL   2021-07-02 2024-05-16
4. US BANCORP DEL   2021-09-02 2024-05-16
21. US BANCORP DEL   2022-02-02 2024-05-16
2. US BANCORP DEL   2021-05-06 2024-05-16
11. UNITED PARCEL SERVICE INC   2021-05-03 2024-05-16
3. AIR PRODUCTS & CHEMICALS INC   2019-03-20 2024-05-17
7. AIR PRODUCTS & CHEMICALS INC   2019-03-13 2024-05-17
32. PROLOGIS INC   2020-07-23 2024-05-17
11. US BANCORP DEL   2022-05-03 2024-05-17
15. US BANCORP DEL   2022-02-02 2024-05-17
17. US BANCORP DEL   2022-07-22 2024-05-17
87. US BANCORP DEL   2022-07-21 2024-05-17
17. US BANCORP DEL   2022-06-23 2024-05-17
7. US BANCORP DEL   2022-06-02 2024-05-17
1. UNITED PARCEL SERVICE INC   2021-05-06 2024-05-17
1. UNITED PARCEL SERVICE INC   2021-07-02 2024-05-17
23. UNITED PARCEL SERVICE INC   2021-05-03 2024-05-17
3. UNITED PARCEL SERVICE INC   2021-08-13 2024-05-17
70. US BANCORP DEL   2022-07-22 2024-05-20
26. US BANCORP DEL   2022-08-03 2024-05-20
25. US BANCORP DEL   2022-08-04 2024-05-20
8. ABBOTT LABORATORIES   2019-08-02 2024-06-04
6. ABBOTT LABORATORIES   2019-04-02 2024-06-04
5. ABBOTT LABORATORIES   2019-05-02 2024-06-04
6. ABBOTT LABORATORIES   2019-06-04 2024-06-04
3. ABBOTT LABORATORIES   2020-02-04 2024-06-04
6. ABBOTT LABORATORIES   2019-09-04 2024-06-04
3. ABBOTT LABORATORIES   2019-03-20 2024-06-04
5. ABBOTT LABORATORIES   2019-10-02 2024-06-04
9. ABBOTT LABORATORIES   2019-12-03 2024-06-04
3. ABBOTT LABORATORIES   2019-03-13 2024-06-04
14. CISCO SYSTEMS INC   2018-11-30 2024-06-04
55. CISCO SYSTEMS INC   2018-11-29 2024-06-04
42. CISCO SYSTEMS INC   2019-02-01 2024-06-04
16. CISCO SYSTEMS INC   2019-02-05 2024-06-04
16. STARBUCKS CORP   2019-03-13 2024-06-04
8. STARBUCKS CORP   2019-04-02 2024-06-04
2. STARBUCKS CORP   2019-03-20 2024-06-04
6. STARBUCKS CORP   2019-05-02 2024-06-04
16. STARBUCKS CORP   2019-09-04 2024-06-04
8. STARBUCKS CORP   2019-06-04 2024-06-04
8. STARBUCKS CORP   2019-08-02 2024-06-04
39. CISCO SYSTEMS INC   2019-08-02 2024-06-11
14. CISCO SYSTEMS INC   2019-07-02 2024-06-11
20. CISCO SYSTEMS INC   2019-06-04 2024-06-11
14. CISCO SYSTEMS INC   2019-05-02 2024-06-11
17. CISCO SYSTEMS INC   2019-04-02 2024-06-11
7. CISCO SYSTEMS INC   2019-02-05 2024-06-11
10. CISCO SYSTEMS INC   2019-03-04 2024-06-11
73. KEURIG DR PEPPER INC   2022-02-04 2024-06-11
10. KEURIG DR PEPPER INC   2022-02-07 2024-06-11
76. KEURIG DR PEPPER INC   2022-02-03 2024-06-11
8. US BANCORP DEL   2022-11-02 2024-06-11
136. US BANCORP DEL   2022-08-04 2024-06-11
3. EATON CORP PLC   2020-02-06 2024-06-11
18. EATON CORP PLC   2020-02-07 2024-06-11
8. EATON CORP PLC   2020-02-28 2024-06-11
1. BROADCOM INC   2020-02-24 2024-07-01
5. CHEVRONTEXACO CORP   2018-10-22 2024-07-01
1. CHEVRONTEXACO CORP   2018-10-18 2024-07-01
2. CISCO SYSTEMS INC   2019-08-02 2024-07-01
7. DELL TECHNOLOGIES INC   2023-12-14 2024-07-01
3. EXXON MOBIL CORP   2023-01-20 2024-07-01
4. J P MORGAN CHASE & CO   2024-01-26 2024-07-01
6. KINDER MORGAN INC/DE   2022-10-26 2024-07-01
2. ELI LILLY & CO   2019-03-13 2024-07-01
27. MERCK AND CO INC SHS   2020-03-02 2024-07-01
1. MICROSOFT CORP COM   2019-10-02 2024-07-01
19. MONDELEZ INTERNATIONAL INC   2019-03-13 2024-07-01
5. PNC FINANCIAL SERVICES GROUP INC/THE   2019-07-31 2024-07-01
4. PHILLIPS 66   2020-07-02 2024-07-01
1. UNITED PARCEL SERVICE INC   2021-08-13 2024-07-01
2. WEC ENERGY GROUP INC   2019-03-13 2024-07-01
550. WELLS FARGO ULTRA SHORT-TERM INCOME FUND   2017-11-08 2024-07-01
12. WILLIAMS COS INC/THE   2022-08-15 2024-07-01
3. ABBOTT LABORATORIES   2020-02-04 2024-07-15
5. ABBOTT LABORATORIES   2020-09-02 2024-07-15
5. ABBOTT LABORATORIES   2021-07-02 2024-07-15
1. ABBOTT LABORATORIES   2021-05-06 2024-07-15
6. ABBOTT LABORATORIES   2021-02-02 2024-07-15
5. ABBOTT LABORATORIES   2020-03-04 2024-07-15
10. ABBOTT LABORATORIES   2020-06-02 2024-07-15
11. ABBOTT LABORATORIES   2021-01-05 2024-07-15
11. ABBOTT LABORATORIES   2020-07-02 2024-07-15
13. CISCO SYSTEMS INC   2020-07-02 2024-07-15
52. CISCO SYSTEMS INC   2020-04-02 2024-07-15
26. CISCO SYSTEMS INC   2020-03-04 2024-07-15
11. CISCO SYSTEMS INC   2020-02-04 2024-07-15
16. CISCO SYSTEMS INC   2020-01-03 2024-07-15
23. CISCO SYSTEMS INC   2019-12-03 2024-07-15
27. CISCO SYSTEMS INC   2019-10-02 2024-07-15
13. CISCO SYSTEMS INC   2019-09-04 2024-07-15
7. CISCO SYSTEMS INC   2019-08-02 2024-07-15
73. US BANCORP DEL   2023-06-20 2024-07-15
31. US BANCORP DEL   2023-03-02 2024-07-15
8. US BANCORP DEL   2023-02-02 2024-07-15
10. US BANCORP DEL   2022-11-02 2024-07-15
1. ABBOTT LABORATORIES   2021-07-02 2024-07-16
6. ABBOTT LABORATORIES   2023-02-02 2024-07-16
1. ABBOTT LABORATORIES   2024-07-01 2024-07-16
5. ABBOTT LABORATORIES   2022-09-02 2024-07-16
4. ABBOTT LABORATORIES   2022-07-06 2024-07-16
5. ABBOTT LABORATORIES   2022-06-23 2024-07-16
3. ABBOTT LABORATORIES   2022-06-02 2024-07-16
6. ABBOTT LABORATORIES   2022-05-03 2024-07-16
8. ABBOTT LABORATORIES   2022-03-02 2024-07-16
10. ABBOTT LABORATORIES   2021-10-04 2024-07-16
6. ABBOTT LABORATORIES   2023-06-26 2024-07-16
4. CHEVRONTEXACO CORP   2018-10-23 2024-08-09
28. CHEVRONTEXACO CORP   2019-01-28 2024-08-09
2. CHEVRONTEXACO CORP   2019-01-28 2024-08-09
1. CHEVRONTEXACO CORP   2018-11-02 2024-08-09
7. CHEVRONTEXACO CORP   2018-10-22 2024-08-09
97. US BANCORP DEL   2023-06-20 2024-08-09
37. US BANCORP DEL   2023-06-21 2024-08-09
3. UNITED PARCEL SERVICE INC   2021-08-17 2024-08-09
7. UNITED PARCEL SERVICE INC   2021-08-13 2024-08-09
4. UNITED PARCEL SERVICE INC   2021-10-04 2024-08-09
2. UNITED PARCEL SERVICE INC   2021-11-10 2024-08-09
28. UNITED PARCEL SERVICE INC   2021-08-16 2024-08-09
16. AMGEN INC   2023-10-19 2024-08-23
4. UNITED PARCEL SERVICE INC   2022-01-25 2024-08-23
1. UNITED PARCEL SERVICE INC   2021-12-06 2024-08-23
1. UNITED PARCEL SERVICE INC   2021-12-06 2024-08-23
10. UNITED PARCEL SERVICE INC   2021-11-11 2024-08-23
28. UNITED PARCEL SERVICE INC   2021-11-10 2024-08-23
27. NXP SEMICONDUCTORS N.V.   2023-07-06 2024-08-23
27. AMGEN INC   2023-10-19 2024-08-26
4. EATON CORP PLC   2020-08-19 2024-09-06
8. EATON CORP PLC   2020-07-02 2024-09-06
6. EATON CORP PLC   2020-03-02 2024-09-06
17. EATON CORP PLC   2020-02-28 2024-09-06
5. STARBUCKS CORP   2020-01-03 2024-09-19
4. STARBUCKS CORP   2019-09-04 2024-09-19
5. STARBUCKS CORP   2019-12-03 2024-09-19
32. STARBUCKS CORP   2020-03-18 2024-09-19
10. STARBUCKS CORP   2021-03-02 2024-09-19
13. STARBUCKS CORP   2021-01-05 2024-09-19
17. STARBUCKS CORP   2020-03-04 2024-09-19
26. BROADCOM INC   2020-02-24 2024-10-18
5. STARBUCKS CORP   2021-06-02 2024-10-18
69. STARBUCKS CORP   2022-01-25 2024-10-18
2. STARBUCKS CORP   2021-05-06 2024-10-18
3. STARBUCKS CORP   2021-09-02 2024-10-18
6. STARBUCKS CORP   2021-10-04 2024-10-18
72. SEMPRA ENERGY   2019-03-13 2024-12-03
11. NXP SEMICONDUCTORS N.V.   2023-07-06 2024-12-03
12. NXP SEMICONDUCTORS N.V.   2023-07-18 2024-12-03
6. NXP SEMICONDUCTORS N.V.   2023-07-19 2024-12-03
6. SEMPRA ENERGY   2019-03-13 2024-12-04
18. NXP SEMICONDUCTORS N.V.   2023-07-19 2024-12-04
2. NXP SEMICONDUCTORS N.V.   2024-07-01 2024-12-04
19. NXP SEMICONDUCTORS N.V.   2023-08-09 2024-12-04
45. US BANCORP DEL   2023-07-28 2024-12-13
73. US BANCORP DEL   2023-06-21 2024-12-13
3. US BANCORP DEL   2024-07-01 2024-12-16
16. US BANCORP DEL   2024-05-22 2024-12-16
104. US BANCORP DEL   2023-07-28 2024-12-16
10. ABBVIE INC   2020-03-19 2024-12-18
3. AIR PRODUCTS & CHEMICALS INC   2019-04-02 2024-12-18
3. AIR PRODUCTS & CHEMICALS INC   2019-05-02 2024-12-18
1. AIR PRODUCTS & CHEMICALS INC   2019-06-04 2024-12-18
4. BROADCOM INC   2020-02-24 2024-12-18
9. MC DONALDS CORPORATION COMMON   2018-01-26 2024-12-18
25. NEXTERA ENERGY INC   2019-03-13 2024-12-18
12. PROCTER & GAMBLE CO/THE   2020-03-26 2024-12-18
7. STARBUCKS CORP   2022-01-26 2024-12-18
4. STARBUCKS CORP   2022-02-02 2024-12-18
25. STARBUCKS CORP   2022-01-25 2024-12-18
12. TEXAS INSTRUMENTS INC   2019-03-13 2024-12-18
30. STARBUCKS CORP   2022-04-04 2024-12-19
10. STARBUCKS CORP   2022-02-02 2024-12-19
8. STARBUCKS CORP   2022-09-02 2024-12-19
13. STARBUCKS CORP   2022-07-06 2024-12-19
6. STARBUCKS CORP   2023-02-02 2024-12-19
90. STARBUCKS CORP   2022-09-28 2024-12-19
31. STARBUCKS CORP   2022-09-29 2024-12-19
10. STARBUCKS CORP   2022-10-07 2024-12-19
5. STARBUCKS CORP   2024-07-01 2024-12-19
5. STARBUCKS CORP   2022-11-02 2024-12-19
8. STARBUCKS CORP   2023-04-04 2024-12-19
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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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    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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(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 131   93 38
b 1,573   848 725
c 2,098   1,338 760
d 2,136   2,423 -287
e 1,844   2,090 -246
1,473   642 831
1,316   930 386
1,206   318 888
552   830 -278
773   990 -217
552   704 -152
110   143 -33
276   407 -131
441   681 -240
166   251 -85
331   481 -150
3,802   744 3,058
1,286   863 423
1,340   645 695
2,177   1,294 883
1,330   828 502
1,621   542 1,079
2,174   1,416 758
479   518 -39
824   841 -17
3,720   3,805 -85
6,502   4,954 1,548
1,483   1,293 190
485   722 -237
1,077   1,607 -530
108   167 -59
1,185   1,849 -664
1,023   1,595 -572
4,992   4,278 714
400   621 -221
229   366 -137
286   458 -172
171   265 -94
114   168 -54
286   434 -148
229   326 -97
400   543 -143
1,600   2,217 -617
1,029   1,447 -418
1,364   1,663 -299
2,500   3,042 -542
3,409   4,169 -760
966   1,178 -212
6,219   7,732 -1,513
822   1,030 -208
206   255 -49
1,727   2,165 -438
164   196 -32
123   159 -36
3,763   955 2,808
3,763   876 2,887
4,785   3,164 1,621
2,489   2,712 -223
2,581   2,756 -175
8,583   6,882 1,701
2,467   2,287 180
925   753 172
572   721 -149
327   412 -85
531   675 -144
82   72 10
327   443 -116
490   638 -148
286   370 -84
817   912 -95
286   409 -123
510   476 34
2,245   2,096 149
449   431 18
939   831 108
4,120   2,976 1,144
1,556   1,333 223
334   314 20
125   182 -57
167   230 -63
167   227 -60
876   1,241 -365
83   121 -38
1,648   2,321 -673
773   552 221
1,805   1,302 503
3,547   3,189 358
457   546 -89
623   886 -263
706   809 -103
3,613   4,121 -508
706   768 -62
291   364 -73
149   214 -65
149   211 -62
3,421   4,852 -1,431
446   582 -136
2,905   3,333 -428
1,079   1,240 -161
1,037   1,188 -151
825   688 137
619   477 142
516   391 125
619   464 155
309   266 43
619   505 114
309   238 71
516   404 112
928   754 174
309   237 72
654   661 -7
2,571   2,607 -36
1,963   1,978 -15
748   755 -7
1,327   1,132 195
663   594 69
166   143 23
498   461 37
1,327   1,501 -174
663   627 36
663   764 -101
1,772   2,074 -302
636   776 -140
909   1,062 -153
636   775 -139
773   936 -163
318   330 -12
454   511 -57
2,470   2,792 -322
338   385 -47
2,572   2,947 -375
305   341 -36
5,193   6,462 -1,269
957   307 650
5,742   1,839 3,903
2,552   719 1,833
1,629   292 1,337
786   585 201
157   117 40
95   106 -11
996   504 492
347   339 8
826   690 136
119   100 19
1,829   248 1,581
3,453   2,032 1,421
454   135 319
1,247   900 347
786   713 73
565   277 288
136   194 -58
156   155 1
4,802   4,664 138
510   397 113
310   266 44
516   535 -19
516   585 -69
103   117 -14
619   733 -114
516   402 114
1,032   926 106
1,135   1,197 -62
1,135   1,016 119
614   595 19
2,455   1,993 462
1,227   1,049 178
519   523 -4
755   765 -10
1,086   1,010 76
1,275   1,263 12
614   611 3
330   372 -42
3,111   2,432 679
1,321   1,439 -118
341   394 -53
426   426  
103   117 -14
618   668 -50
103   103  
515   527 -12
412   437 -25
515   528 -13
309   347 -38
618   684 -66
824   960 -136
1,030   1,150 -120
618   652 -34
575   458 117
4,026   3,139 887
288   224 64
144   114 30
1,006   819 187
4,068   3,232 836
1,552   1,243 309
376   589 -213
877   1,358 -481
501   710 -209
251   423 -172
3,510   5,500 -1,990
5,273   4,484 789
512   801 -289
128   203 -75
128   203 -75
1,281   2,148 -867
3,586   5,919 -2,333
6,782   5,488 1,294
8,845   7,566 1,279
1,142   404 738
2,284   708 1,576
1,713   554 1,159
4,852   1,528 3,324
486   443 43
389   375 14
486   419 67
3,109   1,774 1,335
972   1,064 -92
1,263   1,344 -81
1,652   1,338 314
4,720   759 3,961
479   567 -88
6,613   6,690 -77
192   228 -36
288   352 -64
575   668 -93
6,679   4,474 2,205
2,523   2,236 287
2,752   2,677 75
1,376   1,332 44
550   373 177
4,055   3,995 60
451   528 -77
4,281   4,112 169
2,296   1,771 525
3,724   2,452 1,272
153   118 35
817   658 159
5,309   4,093 1,216
1,759   714 1,045
905   568 337
905   610 295
302   213 89
887   117 770
2,671   1,583 1,088
1,810   1,193 617
2,043   1,259 784
630   685 -55
360   390 -30
2,249   2,424 -175
2,301   1,293 1,008
2,693   2,595 98
898   974 -76
718   680 38
1,167   1,023 144
539   661 -122
8,078   7,810 268
2,783   2,690 93
898   879 19
449   385 64
449   435 14
718   833 -115
      75
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      75
      75
      75
      75
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      75
      75
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      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
      75
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       38
b       725
c       760
d       -287
e       -246
      831
      386
      888
      -278
      -217
      -152
      -33
      -131
      -240
      -85
      -150
      3,058
      423
      695
      883
      502
      1,079
      758
      -39
      -17
      -85
      1,548
      190
      -237
      -530
      -59
      -664
      -572
      714
      -221
      -137
      -172
      -94
      -54
      -148
      -97
      -143
      -617
      -418
      -299
      -542
      -760
      -212
      -1,513
      -208
      -49
      -438
      -32
      -36
      2,808
      2,887
      1,621
      -223
      -175
      1,701
      180
      172
      -149
      -85
      -144
      10
      -116
      -148
      -84
      -95
      -123
      34
      149
      18
      108
      1,144
      223
      20
      -57
      -63
      -60
      -365
      -38
      -673
      221
      503
      358
      -89
      -263
      -103
      -508
      -62
      -73
      -65
      -62
      -1,431
      -136
      -428
      -161
      -151
      137
      142
      125
      155
      43
      114
      71
      112
      174
      72
      -7
      -36
      -15
      -7
      195
      69
      23
      37
      -174
      36
      -101
      -302
      -140
      -153
      -139
      -163
      -12
      -57
      -322
      -47
      -375
      -36
      -1,269
      650
      3,903
      1,833
      1,337
      201
      40
      -11
      492
      8
      136
      19
      1,581
      1,421
      319
      347
      73
      288
      -58
      1
      138
      113
      44
      -19
      -69
      -14
      -114
      114
      106
      -62
      119
      19
      462
      178
      -4
      -10
      76
      12
      3
      -42
      679
      -118
      -53
       
      -14
      -50
       
      -12
      -25
      -13
      -38
      -66
      -136
      -120
      -34
      117
      887
      64
      30
      187
      836
      309
      -213
      -481
      -209
      -172
      -1,990
      789
      -289
      -75
      -75
      -867
      -2,333
      1,294
      1,279
      738
      1,576
      1,159
      3,324
      43
      14
      67
      1,335
      -92
      -81
      314
      3,961
      -88
      -77
      -36
      -64
      -93
      2,205
      287
      75
      44
      177
      60
      -77
      169
      525
      1,272
      35
      159
      1,216
      1,045
      337
      295
      89
      770
      1,088
      617
      784
      -55
      -30
      -175
      1,008
      98
      -76
      38
      144
      -122
      268
      93
      19
      64
      14
      -115
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 44,581
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 1,637
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 1,637
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 1,637
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 890
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.............. 7 890
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 9 747
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 arrowNJ
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 arrowN/A
14
The books are in care ofright arrowBANK OF AMERICA NA Telephone no.right arrow (212) 852-3049

Located atright arrowPO BOX 1532PENNINGTONNJ 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)
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
AUDREY C STATESIR CO-TRUSTEE
2 		0    
PO BOX 1532
PENNINGTON,NJ08534
JOHN STATESIR JR CO-TRUSTEE
2 		0    
PO BOX 1532
PENNINGTON,NJ08534
BANK OF AMERICA N A CO-TRUSTEE
2 		24,113    
PO BOX 1532
PENNINGTON,NJ08534
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
2,746,469
b
Average of monthly cash balances.......................
1b
84,896
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,831,365
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
2,831,365
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
42,470
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,788,895
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
139,445
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
139,445
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,637
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,637
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
137,808
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
137,808
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
137,808
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
14,468
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
14,468
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 7 137,808
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...... 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$ 14,468
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..... 14,468
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 .......... 		123,340
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).)
JOHN L STATESIR AUDREY C STATE
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.
NONE
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
Total .................................right arrow 3a  
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 84,558  
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 44,581  
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) ..   129,139  
13Total. Add line 12, columns (b), (d), and (e)..................
13
129,139
(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 InvestmentsCorpStockSchedule
Name:
STATESIR FAMILY CHARITABLE FDN
EIN:
81-2548411
Name of Stock End of Year Book Value End of Year Fair Market Value
580135101 MC DONALDS CORPORATI 52,434 67,544
11135F101 BROADCOM INC 38,686 210,974
17275R102 CISCO SYSTEMS INC 11,753 14,267
166764100 CHEVRONTEXACO CORP 49,486 55,184
713448108 PEPSICO INC 68,511 73,141
009158106 AIR PRODUCTS & CHEMI 38,088 42,056
539830109 LOCKHEED MARTIN CORP 32,157 41,791
718546104 PHILLIPS 66 34,238 37,255
902973304 US BANCORP DEL    
65339F101 NEXTERA ENERGY INC 56,057 65,955
452308109 ILLINOIS TOOL WORKS 21,768 32,456
532457108 ELI LILLY & CO 26,914 108,852
594918104 MICROSOFT CORP COM 50,071 69,126
693475105 PNC FINANCIAL SERVIC 57,202 70,776
053015103 AUTOMATIC DATA PROCE 36,192 57,375
571748102 MARSH & MCLENNAN COS 35,232 64,573
609207105 MONDELEZ INTERNATION 76,199 75,260
816851109 SEMPRA ENERGY 40,946 53,334
002824100 ABBOTT LABORATORIES    
30040W108 EVERSOURCE ENERGY    
855244109 STARBUCKS CORP    
882508104 TEXAS INSTRUMENTS IN 35,868 51,378
74340W103 PROLOGIS INC 24,886 21,880
437076102 HOME DEPOT INC/THE 39,938 64,961
756109104 REALTY INCOME CORP 48,876 41,980
92939U106 WEC ENERGY GROUP INC 22,890 24,827
704326107 PAYCHEX INC 25,109 38,561
747525103 QUALCOMM INC 22,650 25,808
742718109 PROCTER & GAMBLE CO/ 61,326 75,275
911312106 UNITED PARCEL SERVIC 16,896 10,971
00287Y109 ABBVIE INC 59,096 95,603
G29183103 EATON CORP PLC 27,852 63,055
58933Y105 MERCK AND CO INC SHS 73,202 84,757
219350105 CORNING INC COM 26,303 35,830
75513E101 RAYTHEON TECHNOLOGIE 15,125 17,821
969457100 WILLIAMS COS INC/THE 59,604 89,298
49271V100 KEURIG DR PEPPER INC 35,763 31,735
49456B101 KINDER MORGAN INC/DE 15,666 25,126
031162100 AMGEN INC    
12572Q105 CME GROUP INC 32,408 35,067
24703L202 DELL TECHNOLOGIES IN 26,885 37,223
30231G102 EXXON MOBIL CORP 30,600 28,614
311900104 FASTENAL CO 11,642 15,029
7591EP100 REGIONS FINANCIAL CO    
89417E109 TRAVELERS COS INC/TH 58,590 73,231
G51502105 JOHNSON CTLS INTL PL    
N6596X109 NXP SEMICONDUCTORS N    
369550108 GENERAL DYNAMICS COR 19,501 18,181
40434L105 HP INC 23,393 20,720
46625H100 J P MORGAN CHASE & C 45,028 57,770
478160104 JOHNSON & JOHNSON 42,092 39,771
682680103 ONEOK INC 22,516 27,409
69351T106 PPL CORP 33,232 36,290

TY 2024 InvestmentsOtherSchedule2
Name:
STATESIR FAMILY CHARITABLE FDN
EIN:
81-2548411
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
949917744 WELLS FARGO ULTRA SH AT COST 543,342 559,770

TY 2024 OtherDecreasesSchedule
Name:
STATESIR FAMILY CHARITABLE FDN
EIN:
81-2548411
Description Amount
PY ROC ADJ 1,079


TY 2024 OtherIncreasesSchedule
Name:
STATESIR FAMILY CHARITABLE FDN
EIN:
81-2548411
Description Amount
COST BASIS ADJ 277


TY 2024 TaxesSchedule
Name:
STATESIR FAMILY CHARITABLE FDN
EIN:
81-2548411
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 53 53   0
FEDERAL ESTIMATES - PRINCIPAL 846 0   0