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
BRUCE WOOD FOUNDATION
 
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

30-6625517
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$4,547,991J 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... 117,397 96,759  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 183,819
b Gross sales price for all assets on line 6a 1,259,653
7 Capital gain net income (from Part IV, line 2)... 183,819
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........ 301,216 280,578  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 45,468 18,187   27,281
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
1,538 196   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
103 103    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 47,109 18,486 0 27,281
25 Contributions, gifts, grants paid....... 173,478 173,478
26 Total expenses and disbursements. Add lines 24 and 25 220,587 18,486 0 200,759
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 80,629
b Net investment income (if negative, enter -0-) 262,092
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............. 4,385 235 235
2 Savings and temporary cash investments......... 41,866 95,231 95,231
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) 719,601 Click to see attachment
List of Attached Documents:
// Content
1,011,262 		1,010,043
b Investments—corporate stock (attach schedule)....... 1,965,222 Click to see attachment
List of Attached Documents:
// Content
1,868,439 		3,091,242
c Investments—corporate bonds (attach schedule)....... 531,665 Click to see attachment
List of Attached Documents:
// Content
363,684 		351,240
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)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,262,739 3,338,851 4,547,991
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,262,739 3,338,851
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,262,739 3,338,851
30 Total liabilities and net assets/fund balances (see instructions). 3,262,739 3,338,851
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,262,739
2
Enter amount from Part I, line 27a .....................
2
80,629
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
167
4
Add lines 1, 2, and 3 ..........................
4
3,343,535
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
4,684
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,338,851
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 35000. TENNESSEE HDA RESID FIN   2019-10-16 2024-01-02
b 10. PEPSICO INC   2023-12-26 2024-01-09
c 192. PEPSICO INC   2023-02-01 2024-01-09
d 80. AIR PRODUCTS & CHEMICALS INC   2021-08-23 2024-03-25
e 5380. CEMEX SAB DE CV   2024-01-11 2024-03-25
7. VERIZON COMMUNICATIONS INC   2019-10-16 2024-04-04
44. VERIZON COMMUNICATIONS INC   2019-03-08 2024-04-04
40. VERIZON COMMUNICATIONS INC   2019-03-05 2024-04-04
105. VERIZON COMMUNICATIONS INC   2018-12-18 2024-04-04
103. VERIZON COMMUNICATIONS INC   2018-12-11 2024-04-04
21. VERIZON COMMUNICATIONS INC   2018-12-07 2024-04-04
9. VERIZON COMMUNICATIONS INC   2019-10-25 2024-04-04
51. VERIZON COMMUNICATIONS INC   2020-04-27 2024-04-04
2. VERIZON COMMUNICATIONS INC   2020-02-24 2024-04-04
23. VERIZON COMMUNICATIONS INC   2020-07-16 2024-04-04
10. VERIZON COMMUNICATIONS INC   2021-10-06 2024-04-04
45. VERIZON COMMUNICATIONS INC   2022-06-02 2024-04-04
66. VERIZON COMMUNICATIONS INC   2023-02-17 2024-04-04
2. VERIZON COMMUNICATIONS INC   2023-12-26 2024-04-04
46. VERIZON COMMUNICATIONS INC   2023-12-26 2024-04-04
32. VERIZON COMMUNICATIONS INC   2019-03-08 2024-04-04
21. CISCO SYSTEMS INC   2019-10-16 2024-05-30
60. CISCO SYSTEMS INC   2019-03-08 2024-05-30
44. CISCO SYSTEMS INC   2019-03-08 2024-05-30
12. CISCO SYSTEMS INC   2019-05-29 2024-05-30
14. CISCO SYSTEMS INC   2020-08-07 2024-05-30
53. CISCO SYSTEMS INC   2020-07-16 2024-05-30
27. CISCO SYSTEMS INC   2019-10-25 2024-05-30
11. CISCO SYSTEMS INC   2020-02-24 2024-05-30
374. CISCO SYSTEMS INC   2020-08-13 2024-05-30
45. CISCO SYSTEMS INC   2019-03-05 2024-05-30
247. CISCO SYSTEMS INC   2020-07-08 2024-05-30
132. CISCO SYSTEMS INC   2020-04-27 2024-05-30
1900.26 NATIONAL GRID PLC   2024-07-03 2024-07-03
14. EXTRA SPACE STORAGE INC   2019-03-08 2024-08-05
1. EXTRA SPACE STORAGE INC   2022-06-02 2024-08-05
19. EXTRA SPACE STORAGE INC   2019-03-05 2024-08-05
12. EXTRA SPACE STORAGE INC   2020-07-16 2024-08-05
14. EXTRA SPACE STORAGE INC   2019-03-08 2024-08-05
4. EXTRA SPACE STORAGE INC   2019-10-25 2024-08-05
3. EXTRA SPACE STORAGE INC   2019-10-16 2024-08-05
51. EXTRA SPACE STORAGE INC   2018-12-18 2024-08-05
1. EXTRA SPACE STORAGE INC   2020-02-24 2024-08-05
43. EXTRA SPACE STORAGE INC   2018-12-11 2024-08-05
4. EXTRA SPACE STORAGE INC   2023-02-17 2024-08-05
11. EXTRA SPACE STORAGE INC   2023-12-26 2024-08-05
6. EXTRA SPACE STORAGE INC   2019-03-08 2024-08-05
27. EXTRA SPACE STORAGE INC   2020-04-27 2024-08-05
14. AMERICAN ELECTRIC POWER CO INC   2020-07-16 2024-08-07
5. AMERICAN ELECTRIC POWER CO INC   2021-10-06 2024-08-07
18. AMERICAN ELECTRIC POWER CO INC   2019-03-08 2024-08-07
1. AMERICAN ELECTRIC POWER CO INC   2023-12-26 2024-08-07
23. AMERICAN ELECTRIC POWER CO INC   2022-06-02 2024-08-07
24. AMERICAN ELECTRIC POWER CO INC   2019-03-08 2024-08-07
25. AMERICAN ELECTRIC POWER CO INC   2023-02-17 2024-08-07
5. AMERICAN ELECTRIC POWER CO INC   2019-10-16 2024-08-07
76. AMERICAN ELECTRIC POWER CO INC   2018-12-18 2024-08-07
28. AMERICAN ELECTRIC POWER CO INC   2019-03-05 2024-08-07
76. AMERICAN ELECTRIC POWER CO INC   2018-12-11 2024-08-07
21. AMERICAN ELECTRIC POWER CO INC   2018-12-07 2024-08-07
35. AMERICAN ELECTRIC POWER CO INC   2020-04-27 2024-08-07
1. AMERICAN ELECTRIC POWER CO INC   2023-12-26 2024-08-07
25. AMERICAN ELECTRIC POWER CO INC   2023-12-26 2024-08-07
6. AMERICAN ELECTRIC POWER CO INC   2019-10-25 2024-08-07
11. COCA-COLA CO/THE   2019-10-16 2024-09-04
2. COCA-COLA CO/THE   2023-12-26 2024-09-04
69. COCA-COLA CO/THE   2019-03-05 2024-09-04
14. COCA-COLA CO/THE   2019-10-25 2024-09-04
75. COCA-COLA CO/THE   2020-07-29 2024-09-04
101. COCA-COLA CO/THE   2020-04-27 2024-09-04
56. COCA-COLA CO/THE   2023-12-26 2024-09-04
18. COCA-COLA CO/THE   2023-02-17 2024-09-04
18. COCA-COLA CO/THE   2022-06-02 2024-09-04
43. COCA-COLA CO/THE   2018-12-07 2024-09-04
168. COCA-COLA CO/THE   2018-12-11 2024-09-04
171. COCA-COLA CO/THE   2018-12-18 2024-09-04
34. COCA-COLA CO/THE   2019-01-06 2024-09-04
251. COCA-COLA CO/THE   2019-02-21 2024-09-04
43. COCA-COLA CO/THE   2020-07-16 2024-09-04
80000. US BANCORP   2022-11-15 2024-09-05
12. PROCTER & GAMBLE CO/THE   2022-06-02 2024-09-06
386. PROCTER & GAMBLE CO/THE   2020-05-01 2024-09-06
16. PROCTER & GAMBLE CO/THE   2020-07-16 2024-09-06
11. PROCTER & GAMBLE CO/THE   2023-02-17 2024-09-06
1. PROCTER & GAMBLE CO/THE   2023-12-26 2024-09-06
22. PROCTER & GAMBLE CO/THE   2023-12-26 2024-09-06
5. NISOURCE INC   2023-12-26 2024-09-10
124. NISOURCE INC   2023-12-26 2024-09-10
5. NISOURCE INC   2023-12-26 2024-09-10
63. NISOURCE INC   2023-02-17 2024-09-10
2199. NISOURCE INC   2023-01-11 2024-09-10
3. COMCAST CORP   2020-02-24 2024-09-24
488. COMCAST CORP   2019-08-21 2024-09-24
77. COMCAST CORP   2020-04-27 2024-09-24
10. COMCAST CORP   2019-10-16 2024-09-24
12. COMCAST CORP   2019-10-25 2024-09-24
2. COMCAST CORP   2023-12-26 2024-09-24
39. COMCAST CORP   2023-12-26 2024-09-24
39. COMCAST CORP   2023-02-17 2024-09-24
30. COMCAST CORP   2020-07-16 2024-09-24
35. COMCAST CORP   2022-06-02 2024-09-24
22000. FEDERAL FARM CREDIT BANK   2023-07-10 2024-10-15
885. ENTERGY ARKANSAS INC   2018-12-11 2024-10-28
304. ENTERGY ARKANSAS INC   2018-12-18 2024-10-28
284. ENTERGY LOUISIANA LLC   2018-12-18 2024-10-28
874. ENTERGY LOUISIANA LLC   2018-12-11 2024-10-28
186. TENNESSEE VALLEY AUTHORITY   2019-10-25 2024-10-28
30. TENNESSEE VALLEY AUTHORITY   2023-02-17 2024-10-28
1186. TENNESSEE VALLEY AUTHORITY   2018-12-18 2024-10-28
1339. TENNESSEE VALLEY AUTHORITY   2018-12-11 2024-10-28
134. TENNESSEE VALLEY AUTHORITY   2021-10-06 2024-10-28
11. ABBOTT LABORATORIES   2021-10-06 2024-11-13
64. ABBOTT LABORATORIES   2020-10-08 2024-11-13
11. AIR PRODUCTS & CHEMICALS INC   2021-08-23 2024-11-13
30. ALPHABET INC SHS CL A   2020-02-10 2024-11-13
99. ALTRIA GROUP INC   2023-02-03 2024-11-13
27. AMAZON COM INC   2020-07-07 2024-11-13
130. ANHEUSER-BUSCH INBEV ADR   2023-05-31 2024-11-13
48. APPLE INC   2019-03-08 2024-11-13
5. BLACKROCK INC REG SHS   2018-12-07 2024-11-13
5. BLACKROCK INC REG SHS   2018-12-11 2024-11-13
31. BROADCOM INC   2023-06-22 2024-11-13
74. CISCO SYSTEMS INC   2020-08-13 2024-11-13
6. CISCO SYSTEMS INC   2020-09-03 2024-11-13
32. DARDEN RESTAURANTS INC   2024-03-26 2024-11-13
93. DATADOG INC REG SHS CL A   2024-05-30 2024-11-13
37. ENTERGY CORP   2024-08-07 2024-11-13
16. GOLDMAN SACHS GROUP INC   2020-03-17 2024-11-13
201. HEALTHPEAK PPTYS INC   2024-08-05 2024-11-13
12. HOME DEPOT INC/THE   2018-12-18 2024-11-13
14. HONEYWELL INTERNATIONAL INC   2018-12-11 2024-11-13
17. HONEYWELL INTERNATIONAL INC   2018-12-07 2024-11-13
455. HUNTINGTON BANCSHARES INC/OH   2023-06-20 2024-11-13
104. HUNTINGTON BANCSHARES INC/OH   2023-05-17 2024-11-13
60. IBOTTA CL A   2024-09-24 2024-11-13
155. INTERPUBLIC GROUP OF COS INC/THE   2024-04-04 2024-11-13
12. INTUIT INC   2018-12-07 2024-11-13
9. INTUIT INC   2018-12-11 2024-11-13
23. J P MORGAN CHASE & CO   2018-12-07 2024-11-13
22. J P MORGAN CHASE & CO   2018-12-11 2024-11-13
47. JOHNSON & JOHNSON   2020-03-31 2024-11-13
28. KLA-TENCOR CORP   2019-03-04 2024-11-13
4. LOCKHEED MARTIN CORP   2018-12-11 2024-11-13
8. LOCKHEED MARTIN CORP   2018-12-07 2024-11-13
28. MICROSOFT CORP COM   2018-12-11 2024-11-13
109. MICROCHIP TECHNOLOGY INC   2023-05-30 2024-11-13
66. MORGAN STANLEY   2023-09-01 2024-11-13
53. NATIONAL GRID PLC   2018-12-11 2024-11-13
29. NATIONAL GRID PLC   2018-12-07 2024-11-13
57. NVIDIA CORP   2023-06-22 2024-11-13
155. ROYAL DUTCH SHELL PLC   2021-11-03 2024-11-13
155. SEALED AIR CORP   2023-12-12 2024-11-13
142. SYSCO CORP   2023-05-30 2024-11-13
41. TERNIUM SA   2024-03-25 2024-11-13
22. TESLA MTRS INC   2023-02-24 2024-11-13
36. TOYOTA MTR CORP ADR 2 COM   2022-05-24 2024-11-13
138. UBER TECHNOLOGIES INC   2022-06-21 2024-11-13
8. UNITEDHEALTH GROUP INC   2019-03-05 2024-11-13
7. UNITEDHEALTH GROUP INC   2018-12-18 2024-11-13
106. WAL MART STORES INC   2020-03-17 2024-11-13
40. WORKDAY INC CL A   2023-01-12 2024-11-13
104. MEDTRONIC PLC SHS   2023-12-12 2024-11-13
662. INTERPUBLIC GROUP OF COS INC/THE   2024-04-04 2024-12-10
65000. USD BANK OF MONTREAL   2023-05-17 2024-12-12
721. MICROCHIP TECHNOLOGY INC   2023-05-30 2024-12-16
1. MICROCHIP TECHNOLOGY INC   2023-12-26 2024-12-16
36. MICROCHIP TECHNOLOGY INC   2023-12-26 2024-12-16
1. MICROCHIP TECHNOLOGY INC   2023-12-26 2024-12-16
35. VANECK URANIUM   2024-11-19 2024-12-23
465. VANECK URANIUM   2024-11-19 2024-12-23
35. VANECK URANIUM   2024-11-19 2024-12-23
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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    
(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 35,000   35,000  
b 1,663   1,682 -19
c 31,931   33,020 -1,089
d 19,060   21,571 -2,511
e 46,206   42,066 4,140
303   420 -117
1,907   2,474 -567
1,734   2,229 -495
4,551   5,879 -1,328
4,464   6,061 -1,597
910   1,210 -300
390   547 -157
2,210   2,926 -716
87   117 -30
997   1,275 -278
433   541 -108
1,950   2,281 -331
2,860   2,635 225
87   75 12
1,994   1,722 272
1,387   1,798 -411
970   979 -9
2,771   3,045 -274
2,032   2,233 -201
554   638 -84
647   663 -16
2,448   2,407 41
1,247   1,263 -16
508   489 19
17,275   15,938 1,337
2,079   2,307 -228
11,409   11,357 52
6,097   5,650 447
1,900   1,900  
2,239   1,350 889
160   177 -17
3,039   1,851 1,188
1,919   1,170 749
2,239   1,351 888
640   453 187
480   344 136
8,158   4,791 3,367
160   109 51
6,878   4,218 2,660
640   639 1
1,760   1,739 21
960   579 381
4,319   2,443 1,876
1,393   1,195 198
498   415 83
1,791   1,465 326
100   81 19
2,289   2,324 -35
2,388   1,955 433
2,488   2,285 203
498   458 40
7,563   5,885 1,678
2,786   2,271 515
7,563   6,041 1,522
2,090   1,661 429
3,483   2,948 535
100   81 19
2,488   2,023 465
597   568 29
796   587 209
145   117 28
4,991   3,141 1,850
1,013   756 257
5,425   3,597 1,828
7,306   4,680 2,626
4,051   3,269 782
1,302   1,076 226
1,302   1,123 179
3,110   2,118 992
12,153   8,297 3,856
12,370   8,246 4,124
2,459   1,629 830
18,157   11,520 6,637
3,110   2,006 1,104
74,768   70,006 4,762
2,112   1,718 394
67,930   45,442 22,488
2,816   1,990 826
1,936   1,517 419
176   146 30
3,872   3,202 670
167   132 35
4,130   3,277 853
167   132 35
2,098   1,707 391
73,246   61,707 11,539
123   135 -12
19,988   21,475 -1,487
3,154   2,919 235
410   456 -46
492   547 -55
82   88 -6
1,597   1,709 -112
1,597   1,545 52
1,229   1,257 -28
1,434   1,509 -75
22,000   22,000  
20,177   19,007 1,170
6,931   6,541 390
6,438   6,235 203
19,812   18,953 859
4,262   4,842 -580
687   650 37
27,174   29,216 -2,042
30,680   33,290 -2,610
3,070   3,640 -570
1,274   1,262 12
7,412   6,972 440
3,431   2,966 465
5,373   2,250 3,123
5,465   4,633 832
5,771   4,130 1,641
7,251   6,900 351
10,815   2,060 8,755
5,137   2,003 3,134
5,137   1,954 3,183
5,425   2,599 2,826
4,356   3,154 1,202
353   247 106
5,437   5,255 182
12,006   11,032 974
5,448   4,342 1,106
9,523   2,584 6,939
4,367   4,183 184
4,909   2,062 2,847
3,271   1,932 1,339
3,972   2,374 1,598
7,981   4,880 3,101
1,824   1,013 811
4,509   3,902 607
4,532   5,029 -497
8,511   2,460 6,051
6,383   1,856 4,527
5,561   2,389 3,172
5,319   2,233 3,086
7,207   6,217 990
18,099   3,259 14,840
2,233   1,178 1,055
4,465   2,293 2,172
11,920   3,053 8,867
7,257   8,405 -1,148
8,757   5,684 3,073
3,285   2,569 716
1,798   1,438 360
8,378   2,464 5,914
10,169   6,945 3,224
5,461   5,162 299
10,883   9,862 1,021
1,402   1,692 -290
7,169   4,265 2,904
6,205   5,786 419
9,799   3,054 6,745
4,841   1,926 2,915
4,236   1,797 2,439
9,077   4,129 4,948
11,038   6,502 4,536
9,124   8,318 806
20,610   21,479 -869
65,000   64,988 12
42,727   55,596 -12,869
59   91 -32
2,133   3,277 -1,144
59   91 -32
2,871   3,263 -392
38,148   43,357 -5,209
2,871   3,295 -424
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
      278
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        
b       -19
c       -1,089
d       -2,511
e       4,140
      -117
      -567
      -495
      -1,328
      -1,597
      -300
      -157
      -716
      -30
      -278
      -108
      -331
      225
      12
      272
      -411
      -9
      -274
      -201
      -84
      -16
      41
      -16
      19
      1,337
      -228
      52
      447
       
      889
      -17
      1,188
      749
      888
      187
      136
      3,367
      51
      2,660
      1
      21
      381
      1,876
      198
      83
      326
      19
      -35
      433
      203
      40
      1,678
      515
      1,522
      429
      535
      19
      465
      29
      209
      28
      1,850
      257
      1,828
      2,626
      782
      226
      179
      992
      3,856
      4,124
      830
      6,637
      1,104
      4,762
      394
      22,488
      826
      419
      30
      670
      35
      853
      35
      391
      11,539
      -12
      -1,487
      235
      -46
      -55
      -6
      -112
      52
      -28
      -75
       
      1,170
      390
      203
      859
      -580
      37
      -2,042
      -2,610
      -570
      12
      440
      465
      3,123
      832
      1,641
      351
      8,755
      3,134
      3,183
      2,826
      1,202
      106
      182
      974
      1,106
      6,939
      184
      2,847
      1,339
      1,598
      3,101
      811
      607
      -497
      6,051
      4,527
      3,172
      3,086
      990
      14,840
      1,055
      2,172
      8,867
      -1,148
      3,073
      716
      360
      5,914
      3,224
      299
      1,021
      -290
      2,904
      419
      6,745
      2,915
      2,439
      4,948
      4,536
      806
      -869
      12
      -12,869
      -32
      -1,144
      -32
      -392
      -5,209
      -424
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 183,819
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 3,643
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 3,643
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 3,643
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,023
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 2,023
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 1,620
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 arrowFL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowBANK OF AMERICA NA Telephone no.right arrow (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
BANK OF AMERICA N A TRUSTEE
2 		45,468    
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
4,344,782
b
Average of monthly cash balances.......................
1b
63,640
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,408,422
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
4,408,422
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
66,126
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,342,296
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
217,115
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
217,115
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
3,643
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,643
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
213,472
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
213,472
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
213,472
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
200,759
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
200,759
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 7 213,472
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 173,478
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$ 200,759
a Applied to 2023, but not more than line 2a 173,478
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..... 27,281
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 .......... 		186,191
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).)
NONE
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

HENDERSON BEHAVIORAL HEALTH

4740 N STATE ROAD 7 STE 201
LAUD LAKES,FL333195839 		NONE PC GENERAL OPERATING 43,478

ARCHWAYS INC

919 NE 13TH ST
FT LAUDERDALE,FL333042009 		NONE PC GENERAL OPERATING 130,000
Total .................................right arrow 3a 173,478
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 ....     14 117,397  
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 ............ 		    18 183,819  
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) ..   301,216  
13Total. Add line 12, columns (b), (d), and (e)..................
13
301,216
(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 InvestmentsCorpBondsSchedule
Name:
BRUCE WOOD FOUNDATION
EIN:
30-6625517
Name of Bond End of Year Book Value End of Year Fair Market Value
29364W108 ENTERGY LOUISIANA LL 25,531 23,903
29364N108 ENTERGY MISSISSIPPI 51,106 50,258
29364D100 ENTERGY ARKANSAS INC 25,064 23,893
880591300 TENNESSEE VALLEY AUT    
38141GWB6 GOLDMAN SACHS GROUP 39,368 39,253
38148YAA6 GOLDMAN SACHS GROUP 19,607 16,936
857477BD4 STATE STREET CORP 39,486 38,900
46647PDH6 JPMORGAN CHASE & CO 48,898 48,886
78014RJS0 ROYAL BANK OF CANADA 25,194 24,956
91159HHW3 US BANCORP    
06368LGU4 USD BANK OF MONTREAL    
06368LWT9 USD BANK OF MONTREAL 15,049 15,142
754730AF6 RAYMOND JAMES FINANC 74,381 69,113

TY 2024 InvestmentsCorpStockSchedule
Name:
BRUCE WOOD FOUNDATION
EIN:
30-6625517
Name of Stock End of Year Book Value End of Year Fair Market Value
478160104 JOHNSON & JOHNSON 50,113 50,183
539830109 LOCKHEED MARTIN CORP 35,621 52,482
91324P102 UNITEDHEALTH GROUP I 38,494 69,809
17275R102 CISCO SYSTEMS INC 47,915 58,075
30225T102 EXTRA SPACE STORAGE    
594918104 MICROSOFT CORP COM 47,419 144,575
617446448 MORGAN STANLEY 54,727 72,540
931142103 WAL MART STORES INC 44,898 94,958
30231G102 EXXON MOBIL CORP 54,587 135,215
46625H100 J P MORGAN CHASE & C 63,215 133,518
437076102 HOME DEPOT INC/THE 23,429 44,345
461202103 INTUIT INC 53,802 125,072
636274409 NATIONAL GRID PLC 25,595 28,759
037833100 APPLE INC 72,689 156,513
025537101 AMERICAN ELECTRIC PO    
191216100 COCA-COLA CO/THE    
438516106 HONEYWELL INTERNATIO 35,740 51,955
92343V104 VERIZON COMMUNICATIO    
09247X101 BLACKROCK INC    
20030N101 COMCAST CORP    
482480100 KLA-TENCOR CORP 45,633 182,735
38141G104 GOLDMAN SACHS GROUP 42,873 119,105
023135106 AMAZON COM INC 48,551 69,985
00206R102 AT&T INC 28,369 30,694
002824100 ABBOTT LABORATORIES 53,773 53,501
742718109 PROCTER & GAMBLE CO/    
02079K305 ALPHABET INC SHS 24,381 57,358
90353T100 UBER TECHNOLOGIES IN 37,004 54,891
009158106 AIR PRODUCTS & CHEMI 47,489 51,627
780259305 ROYAL DUTCH SHELL PL 53,865 72,674
892331307 TOYOTA MTR CORP ADR 31,157 36,976
713448108 PEPSICO INC    
02209S103 ALTRIA GROUP INC 46,323 51,976
03524A108 ANHEUSER-BUSCH INBEV 39,978 32,846
11135F101 BROADCOM INC 34,780 91,809
446150104 HUNTINGTON BANCSHARE 58,958 87,223
595017104 MICROCHIP TECHNOLOGY    
65473P105 NISOURCE INC    
67066G104 NVIDIA CORP 34,536 102,060
81211K100 SEALED AIR CORP 27,775 27,707
871829107 SYSCO CORP 71,364 72,790
88160R101 TESLA MTRS INC 50,573 101,364
98138H101 WORKDAY INC CL A 63,284 96,245
G5960L103 MEDTRONIC PLC SHS 65,055 64,863
09290D101 BLACKROCK INC REG SH 50,278 106,611
237194105 DARDEN RESTAURANTS I 41,694 47,419
23804L103 DATADOG INC REG SHS 87,788 109,454
29364G103 ENTERGY CORP 34,809 44,582
30303M102 FACEBOOK INC 1,831 1,757
42250P103 HEALTHPEAK PPTYS INC 17,813 16,257
451051106 IBOTTA CL A 27,842 27,854
880890108 TERNIUM SA 17,923 12,737
95040Q104 WELLTOWER INC 34,496 48,143

TY 2024 InvestmentsGovtObligationsSch
Name:
BRUCE WOOD FOUNDATION
EIN:
30-6625517
US Government Securities - End of Year Book Value:

1,011,262
US Government Securities - End of Year Fair Market Value:

1,010,043
State & Local Government Securities - End of Year Book Value:


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


 


TY 2024 OtherDecreasesSchedule
Name:
BRUCE WOOD FOUNDATION
EIN:
30-6625517
Description Amount
MUTUAL FUND TIMING ADJ 297
CY PURCHASE OF ACCRUED INTEREST 3,995
WASH SALE/ ROC ON CY SALES ADJ 392


TY 2024 OtherExpensesSchedule
Name:
BRUCE WOOD FOUNDATION
EIN:
30-6625517
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER INVESTMENT EXPENSES 103 103   0


TY 2024 OtherIncreasesSchedule
Name:
BRUCE WOOD FOUNDATION
EIN:
30-6625517
Description Amount
PY PURCHASE OF ACCRUED INTEREST 54
COST BASIS ADJUSTMENT 113


TY 2024 TaxesSchedule
Name:
BRUCE WOOD FOUNDATION
EIN:
30-6625517
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 196 196   0
FEDERAL ESTIMATES - PRINCIPAL 1,342 0   0