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
ELIZABETH M WEBSTER & EDMOND FAMILY FDN
 
Number and street (or P.O. box number if mail is not delivered to street address)100 FEDERAL ST 37TH FLOOR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02110
A Employer identification number

81-1808739
B Telephone number (see instructions)

(617) 357-9600
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$6,194,674J 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... 106,564 104,311  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 214,448
b Gross sales price for all assets on line 6a 927,998
7 Capital gain net income (from Part IV, line 2)... 214,448
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
11,688 11,688  
12 Total. Add lines 1 through 11........ 332,700 330,447  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,808 1,356 0 452
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
28,184 21,138   7,046
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,665 1,670   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
18 18   18
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 36,675 24,182 0 7,516
25 Contributions, gifts, grants paid....... 175,000 175,000
26 Total expenses and disbursements. Add lines 24 and 25 211,675 24,182 0 182,516
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 121,025
b Net investment income (if negative, enter -0-) 306,265
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 169,898 111,472 111,472
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 35,269 Click to see attachment
List of Attached Documents:
// Content
35,243 		34,841
b Investments—corporate stock (attach schedule)....... 1,391,341 Click to see attachment
List of Attached Documents:
// Content
1,463,702 		2,587,472
c Investments—corporate bonds (attach schedule)....... 404,428 Click to see attachment
List of Attached Documents:
// Content
428,601 		417,191
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).......... 251,325 Click to see attachment
List of Attached Documents:
// Content
176,129 		168,475
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,558,176 		Click to see attachment
List of Attached Documents:
// Content
2,714,929 		Click to see attachment
List of Attached Documents:
// Content
2,875,223
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,810,437 4,930,076 6,194,674
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........ 4,810,437 4,930,076
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)..... 4,810,437 4,930,076
30 Total liabilities and net assets/fund balances (see instructions). 4,810,437 4,930,076
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
4,810,437
2
Enter amount from Part I, line 27a .....................
2
121,025
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
11
4
Add lines 1, 2, and 3 ..........................
4
4,931,473
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,397
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,930,076
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 13. COSTCO WHOLESALE CORPORATION     2024-01-11
b 9. PROLOGIS INC COM     2024-01-11
c 4. PROLOGIS INC COM   2022-12-15 2024-01-11
d 27. PROLOGIS INC COM     2024-01-11
e .148 ARCADIUM LITHIUM PLC   2019-03-22 2024-01-12
15. CROWDSTRIKE HOLDINGS INC - A   2023-09-18 2024-01-17
8. ANSYS INC     2024-01-29
6. MSCI INC     2024-01-29
70. S & P DEPOSITORYT RECPTS TRUST UNITS   2023-12-19 2024-01-31
25000. JPMORGAN CHASE & CO 3.875% 01 FEB 2024   2020-06-17 2024-02-01
18. HOME DEPOT INC.     2024-02-08
2. HOME DEPOT INC.   2021-02-22 2024-02-08
10. ROPER TECHNOLOGIES INC   2022-07-28 2024-02-08
3. ROPER TECHNOLOGIES INC   2022-07-28 2024-02-08
3. CROWN HOLDINGS INC   2019-05-08 2024-02-13
70. CROWN HOLDINGS INC     2024-02-13
3. CROWN HOLDINGS INC   2018-10-31 2024-02-13
75000. US TREASURY N/B 2.75% 15 FEB 2024     2024-02-15
15. S&P GLOBAL INC     2024-02-27
20. VISA INC-CLASS A SHARES   2021-01-29 2024-02-27
15. COSTCO WHOLESALE CORPORATION   2021-03-10 2024-03-08
7. KLA CORP   2019-10-11 2024-03-15
13. FLOOR & DECOR HOLDINGS INC-A     2024-03-18
15. SBA COMMUNICATIONS CORP     2024-03-18
1. MARTIN MARIETTA MATERIALS   2021-05-17 2024-04-17
2. MARTIN MARIETTA MATERIALS   2021-05-17 2024-04-17
11. VERALTO CORP     2024-04-17
4. VERALTO CORP     2024-04-17
1. VERALTO CORP   2018-11-08 2024-04-17
5. MARTIN MARIETTA MATERIALS     2024-04-18
16. VERALTO CORP     2024-04-18
8.3333 VERALTO CORP     2024-04-18
8.6667 VERALTO CORP   2018-10-18 2024-04-18
1. CHIPOTLE MEXICAN GRILL INC   2021-06-04 2024-04-22
42. ON SEMICONDUCTOR   2023-02-10 2024-04-22
12. LINDE PLC   2022-02-25 2024-04-26
22. HONEYWELL INTL INC   2021-11-04 2024-05-10
11. HONEYWELL INTL INC     2024-05-10
1. HONEYWELL INTL INC   2021-11-04 2024-05-10
7. NEXTERA ENERGY INC   2023-04-28 2024-05-10
16. NEXTERA ENERGY INC   2023-04-28 2024-05-10
5. NEXTERA ENERGY INC   2023-04-28 2024-05-10
8. NEXTERA ENERGY INC   2023-04-28 2024-05-10
23. NEXTERA ENERGY INC   2023-04-28 2024-05-10
9. NEXTERA ENERGY INC     2024-05-10
22. NEXTERA ENERGY INC     2024-05-10
25. ANALOG DEVICES INC   2018-12-28 2024-05-14
4. ANALOG DEVICES INC   2018-12-28 2024-05-14
7. ANALOG DEVICES INC     2024-05-14
.6292 EXXON MOBIL CORP   2021-03-17 2024-05-14
11. ANALOG DEVICES INC   2018-10-16 2024-05-15
25000. PFIZER INC 3.4% 15 MAY 2024   2018-09-24 2024-05-15
27. CROWDSTRIKE HOLDINGS INC - A   2023-04-12 2024-06-10
26. SPROUTS FARMERS MARKET INC     2024-06-10
37. DANAHER CORP COM     2024-06-11
38. T-MOBILE US INC     2024-06-11
41. AGILENT TECHNOLOGIES INC     2024-06-18
2. AGILENT TECHNOLOGIES INC   2023-05-25 2024-06-18
74. AMPHENOL CORP-CL A     2024-06-20
5. CROWDSTRIKE HOLDINGS INC - A   2023-04-12 2024-06-24
5. KLA CORP   2019-10-11 2024-06-24
26. MICROCHIP TECHNOLOGY INC     2024-06-24
29. AVANTOR INC     2024-06-25
27. AVANTOR INC   2020-07-15 2024-06-25
15. AVANTOR INC   2020-07-15 2024-06-25
21. ICON PLC     2024-06-25
6. CINTAS CORP     2024-06-26
52. COPART INC COM     2024-06-26
50000. ORACLE CORP 3.4% 08 JUL 2024   2024-02-20 2024-07-08
6. CADENCE DESIGN SYS INC     2024-07-10
4. CINTAS CORP   2019-08-02 2024-07-10
5. CROWDSTRIKE HOLDINGS INC - A   2023-06-28 2024-07-10
5. CROWDSTRIKE HOLDINGS INC - A   2023-06-28 2024-07-18
1. CROWDSTRIKE HOLDINGS INC - A   2023-06-28 2024-07-18
19. FIVE BELOW     2024-07-18
19. FIVE BELOW   2020-07-13 2024-07-18
8. CROWDSTRIKE HOLDINGS INC - A   2023-06-28 2024-07-22
33. LAMB WESTON HOLDINGS INC     2024-07-29
22. S&P GLOBAL INC   2020-12-04 2024-08-07
24. T-MOBILE US INC   2018-09-21 2024-08-07
50. EDWARDS LIFESCIENCES CORP     2024-08-28
75000. FANNIE MAE 2.625% 06 SEP 2024     2024-09-06
15. HUMANA INC     2024-09-13
51. PINTEREST INC- CLASS A     2024-09-13
21. NEXTERA ENERGY INC   2022-01-27 2024-09-20
105. NEXTERA ENERGY INC     2024-09-20
32. ULTA BEAUTY INC     2024-09-20
25. HOME DEPOT INC.     2024-10-11
14. PROCORE TECHNOLOGIES INC   2024-07-22 2024-10-15
19. PROCORE TECHNOLOGIES INC     2024-10-15
6. ULTA BEAUTY INC   2022-04-29 2024-10-15
34. DEXCOM INC     2024-10-16
22. ENTEGRIS INC     2024-10-16
28. T-MOBILE US INC     2024-10-22
27. CHARLES RIVER LABORATORIES     2024-10-29
5. CHARLES RIVER LABORATORIES   2020-06-25 2024-10-29
1. EDWARDS LIFESCIENCES CORP   2023-12-08 2024-11-01
12. EDWARDS LIFESCIENCES CORP   2023-12-08 2024-11-01
47. EDWARDS LIFESCIENCES CORP   2023-12-08 2024-11-01
69. EDWARDS LIFESCIENCES CORP     2024-11-04
85. EDWARDS LIFESCIENCES CORP     2024-11-05
24. MAGNERA CORP     2024-11-07
18. ABBOTT LABORATORIES COM   2020-11-09 2024-11-13
7. ADOBE SYSTEMS INC   2018-10-18 2024-11-13
65. ALPHABET INC-CL C   2015-06-09 2024-11-13
55. AMAZON.COM     2024-11-13
9. AMERICAN TOWER CORPORATION   2024-01-11 2024-11-13
6. ANALOG DEVICES INC   2018-10-16 2024-11-13
29. APPLE INC COM   2018-10-18 2024-11-13
41. ASTRAZENECA PLC-SPONS ADR   2020-11-05 2024-11-13
4. AUTOMATIC DATA PROCESSING, INC.   2018-11-08 2024-11-13
17. BLACKSTONE INC   2019-07-23 2024-11-13
2. BLACKROCK INC     2024-11-13
7. CME GROUP INC   2023-10-10 2024-11-13
3. CHENIERE ENERGY INC   2023-05-23 2024-11-13
8. CHEVRON TEXACO CORP   2018-09-21 2024-11-13
42. CISCO SYSTEMS INC   2019-03-21 2024-11-13
14. CONOCOPHILLIPS   2023-02-03 2024-11-13
8. DANAHER CORP COM   2023-07-06 2024-11-13
20. WALT DISNEY COMPANY   2024-01-31 2024-11-13
22. EXXON MOBIL CORP   2021-03-17 2024-11-13
4. META PLATFORMS INC-CLASS A   2024-02-08 2024-11-13
22. FIDELITY NATIONAL INFO SERV   2024-02-27 2024-11-13
13. FISERV INC     2024-11-13
6. HOME DEPOT INC.     2024-11-13
7. HONEYWELL INTL INC   2018-09-21 2024-11-13
56. HONEYWELL INTL INC   2018-09-21 2024-11-13
15. INTERCONTINENTAL EXCHANGE IN   2023-03-02 2024-11-13
10. IQVIA HOLDINGS INC     2024-11-13
11. J.P. MORGAN CHASE & CO.   2013-06-30 2024-11-13
3. MARTIN MARIETTA MATERIALS   2021-05-26 2024-11-13
8. MC DONALDS CORP   2024-02-08 2024-11-13
27. MICROSOFT CORP   2021-01-29 2024-11-13
17. MONDELEZ INTERNATIONAL INC-A   2022-09-16 2024-11-13
17. NEXTERA ENERGY INC   2021-05-17 2024-11-13
72. NVIDIA CORP     2024-11-13
19. OTIS WORLDWIDE CORP     2024-11-13
8. PNC BANK CORP.   2020-11-16 2024-11-13
10. PEPSICO INC.   2023-12-15 2024-11-13
15. QUALCOMM INC   2018-10-18 2024-11-13
18. RTX CORP   2019-04-02 2024-11-13
3. ROPER TECHNOLOGIES INC     2024-11-13
2. S&P GLOBAL INC   2020-12-04 2024-11-13
12. SALESFORCE INC     2024-11-13
3. STRYKER CORP   2022-07-28 2024-11-13
14. TJX COMPANIES INC. NEW   2022-09-30 2024-11-13
5. T-MOBILE US INC   2018-10-18 2024-11-13
2. THERMO ELECTRON CORP COM   2018-09-21 2024-11-13
31. US BANCORP NEW     2024-11-13
9. UNION PACIFIC CORP   2023-05-23 2024-11-13
8. UNITEDHEALTH GROUP INC   2018-09-21 2024-11-13
28. VICI PROPERTIES INC   2023-03-27 2024-11-13
18. VISA INC-CLASS A SHARES   2021-01-29 2024-11-13
6. WEC ENERGY GROUP INC   2023-06-09 2024-11-13
4. ZOETIS INC   2018-12-18 2024-11-13
34. ARCADIUM LITHIUM PLC   2019-03-22 2024-11-13
232. ARCADIUM LITHIUM PLC     2024-11-13
114. ARCADIUM LITHIUM PLC     2024-11-13
5. LINDE PLC     2024-11-13
52. APTIV PLC     2024-11-13
15. TE CONNECTIVITY PLC   2021-07-22 2024-11-13
.5911 MAGNERA CORP   2018-10-31 2024-11-14
4316.526 MATTHEWS PACIFIC TIGER-INST     2024-12-13
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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    
(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 8,746   4,242 4,504
b 1,180   1,070 110
c 526   476 50
d 3,539   3,196 343
e 1   1  
4,125   2,515 1,610
2,658   1,413 1,245
3,274   1,116 2,158
34,120   33,178 942
25,000   25,000  
6,535   5,062 1,473
729   555 174
5,426   4,348 1,078
1,626   1,304 322
221   180 41
5,136   3,221 1,915
221   127 94
75,000   75,000  
6,412   6,089 323
5,642   3,934 1,708
10,957   4,869 6,088
4,796   1,129 3,667
1,544   1,341 203
3,214   2,501 713
593   377 216
1,185   754 431
999   688 311
362   151 211
91   37 54
2,956   1,864 1,092
1,439   585 854
747   684 63
777   307 470
2,892   1,329 1,563
2,549   3,503 -954
5,315   3,529 1,786
4,436   4,924 -488
2,216   2,079 137
202   224 -22
519   535 -16
1,186   1,222 -36
369   382 -13
593   611 -18
1,697   1,757 -60
664   685 -21
1,633   1,627 6
5,286   2,147 3,139
846   344 502
1,476   600 876
74   45 29
2,349   942 1,407
25,000   25,000  
10,295   3,666 6,629
1,961   717 1,244
9,732   5,593 4,139
6,828   3,224 3,604
5,479   4,563 916
267   239 28
5,097   1,804 3,293
1,900   679 1,221
3,997   806 3,191
2,324   1,036 1,288
640   647 -7
599   510 89
333   283 50
6,574   4,833 1,741
4,233   2,192 2,041
2,842   2,243 599
50,000   50,000  
1,912   529 1,383
2,850   1,035 1,815
1,853   724 1,129
1,700   724 976
346   145 201
1,390   2,938 -1,548
1,412   1,932 -520
2,129   1,158 971
1,843   3,253 -1,410
10,551   7,434 3,117
4,583   1,666 2,917
3,433   2,464 969
75,000   75,000  
4,836   4,747 89
1,469   2,148 -679
1,749   1,540 209
8,743   7,633 1,110
12,900   15,003 -2,103
10,269   7,202 3,067
882   973 -91
1,196   1,319 -123
2,241   2,419 -178
2,344   3,641 -1,297
2,263   2,897 -634
6,157   1,941 4,216
4,953   6,320 -1,367
916   858 58
68   69 -1
813   829 -16
3,181   3,249 -68
4,592   4,660 -68
5,646   5,679 -33
450   340 110
2,084   1,979 105
3,746   1,746 2,000
11,758   3,338 8,420
11,721   7,598 4,123
1,759   1,864 -105
1,281   514 767
6,547   1,568 4,979
2,674   2,281 393
1,228   594 634
3,077   750 2,327
2,058   912 1,146
1,593   1,520 73
633   435 198
1,270   965 305
2,475   2,265 210
1,570   1,543 27
1,926   1,658 268
2,056   1,937 119
2,681   1,570 1,111
2,324   1,872 452
1,944   1,477 467
2,776   1,038 1,738
2,449   1,182 1,267
1,634   1,120 514
13,094   8,957 4,137
2,333   1,530 803
2,092   2,325 -233
2,659   1,181 1,478
1,819   1,099 720
2,376   2,316 60
11,513   6,380 5,133
1,118   1,023 95
1,259   1,229 30
10,552   3,357 7,195
1,905   1,367 538
1,673   1,008 665
1,643   1,673 -30
2,418   982 1,436
2,220   1,434 786
1,714   1,296 418
1,022   676 346
4,089   2,924 1,165
1,166   659 507
1,697   878 819
1,203   345 858
1,085   486 599
1,577   1,682 -105
2,160   1,776 384
4,830   2,137 2,693
872   876 -4
5,569   3,541 2,028
584   540 44
705   341 364
180   183 -3
1,227   1,206 21
598   415 183
2,285   1,461 824
2,915   4,168 -1,253
2,319   2,072 247
11   8 3
85,467   113,990 -28,523
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
      95,935
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       4,504
b       110
c       50
d       343
e        
      1,610
      1,245
      2,158
      942
       
      1,473
      174
      1,078
      322
      41
      1,915
      94
       
      323
      1,708
      6,088
      3,667
      203
      713
      216
      431
      311
      211
      54
      1,092
      854
      63
      470
      1,563
      -954
      1,786
      -488
      137
      -22
      -16
      -36
      -13
      -18
      -60
      -21
      6
      3,139
      502
      876
      29
      1,407
       
      6,629
      1,244
      4,139
      3,604
      916
      28
      3,293
      1,221
      3,191
      1,288
      -7
      89
      50
      1,741
      2,041
      599
       
      1,383
      1,815
      1,129
      976
      201
      -1,548
      -520
      971
      -1,410
      3,117
      2,917
      969
       
      89
      -679
      209
      1,110
      -2,103
      3,067
      -91
      -123
      -178
      -1,297
      -634
      4,216
      -1,367
      58
      -1
      -16
      -68
      -68
      -33
      110
      105
      2,000
      8,420
      4,123
      -105
      767
      4,979
      393
      634
      2,327
      1,146
      73
      198
      305
      210
      27
      268
      119
      1,111
      452
      467
      1,738
      1,267
      514
      4,137
      803
      -233
      1,478
      720
      60
      5,133
      95
      30
      7,195
      538
      665
      -30
      1,436
      786
      418
      346
      1,165
      507
      819
      858
      599
      -105
      384
      2,693
      -4
      2,028
      44
      364
      -3
      21
      183
      824
      -1,253
      247
      3
      -28,523
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 214,448
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 4,257
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 4,257
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 4,257
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,158
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 2,158
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 2,099
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 arrowID
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 arrowCIBC NATIONAL TRUST COMPANY Telephone no.right arrow (617) 357-9600

Located atright arrow100 FEDERAL ST 37TH FLOORBOSTONMA ZIP+4right arrow02110
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
Yes
 
If "Yes," list the years right arrow2022, 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
Yes
 
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
Elizabeth Edmond Trustee
0 		0    
3123 Pavillo Drive
Henderson,NV89044
Lisette Edmond Trustee
0 		0    
22125 Gavilan Road
Perris,CA92570
Timothy D Edmond Trustee
0 		0    
5784 Via Las Nubes
Riverside,CA92506
Victoria D Ramasar Trustee
0 		0    
179 Haflinger Road
Norca,CA92860
Alexandra E Powers Trustee
0 		0    
3398 S Arctic Fox
Eagle,ID83616
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
5,961,757
b
Average of monthly cash balances.......................
1b
142,219
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,103,976
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
6,103,976
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
91,560
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,012,416
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
300,621
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
300,621
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
4,257
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,257
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
296,364
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
296,364
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
296,364
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
182,516
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
182,516
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 7 296,364
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 265,912
b Total for prior years:2022, 20, 20 11,649
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$ 182,516
a Applied to 2023, but not more than line 2a 182,516
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..... 0
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 .......... 		11,649
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...... 		11,649
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 ............. 		83,396
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		296,364
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

CPP ATHLETICS

3801 W TEMPLE AVENUE
POMONA,CA91768 		NONE PF WOMEN'S BASKETBALL PROGRAM 15,000

JOHN W NORTH HIGH SCHOOL

1550 W THIRD STREET
Riverside,CA92507 		NONE PC EDUCATIONAL SCHOLARSHIPS 15,000

SHEENWAY EDUCATIONAL FOUNDATION

321 W 102ND STREET
Los Angeles,CA90003 		NONE PF TUITION ASSISTANCE 25,000

ARLINGTON HIGH SCHOOL

2951 JACKSON STREET
Riverside,CA92503 		NONE PC AVID PROGRAM 4,500

MARTIN LUTHER KING HIGH SCHOOL

9301 WOOD ROAD
Riverside,CA92508 		NONE PC AVID PROGRAM 11,500

PERRIS HIGH SCHOOL

175 EAST NUEVO ROAD
Perris,CA92571 		NONE PC BASKETBALL PROGRAMS AND 9,500

HEARTS ALIVE VILLAGE

1750 S RAINBOW BLVD 4
Las Vegas,CA89146 		NONE PF SERVICES FOR HOMELESS PETS 10,000

ADRIAN DELL AND CARMEN ROBERTS FDN

4567 SEDGWICK AVENUE
Riverside,CA92507 		NONE PF EDUCATIONAL SCHOLARSHIPS 15,000

NAACP - RIVERSIDE

PO BOX 55131
Riverside,CA92517 		NONE PF ASSISTANCE FOR ADVOCATION 8,000

2 CRUE RESCUE INC

10094 GLENBROOK STREET
Riverside,CA92503 		NONE PF GENERAL PURPOSE FUND FOR 7,500

RIVERSIDE POLYTECHNIC HS

5450 VICTORIA AVE
Riverside,CA92506 		NONE PC AVID PROGRAM 7,000

RAMONA HIGH SCHOOL

7675 MAGNOLIA AVENUE
Riverside,CA92504 		NONE PC AVID PROGRAM 7,000

COCHE'R CAR CLUB

PO BOX 55573
RIVERSIDE,CA92517 		NONE PC PROGRAM SUPPORT 10,000

Draft Everyone Initiative

1560 E 6TH ST STE 102
CORONA,CA92879 		NONE PC GENERAL PURPOSE 6,000

FRIENDS OF LEAPS AND BOUNDS

PO BOX 6604
NORCO,CA92860 		NONE PC GENERAL PURPOSE 4,000

143 COLLECTIVE

671 VIA ALONDRA 808
CAMARILLO,CA93012 		NONE PC GENERAL PURPOSE 15,000

KEEP YOUTH DREAM ALIVE INC

214 MILFORD AVE
NEW MILFORD,NJ07646 		NONE PC GENERAL PURPOSE 5,000
Total .................................right arrow 3a 175,000
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 ....     14 106,564  
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 ............ 		    18 214,448  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		900099   14 11,688  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   332,700  
13Total. Add line 12, columns (b), (d), and (e)..................
13
332,700
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
ELIZABETH M WEBSTER & EDMOND FAMILY FDN
EIN:
81-1808739
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AUDIT & ACCOUNTING FEES (ALLOC 1,808 1,356   452

TY 2024 InvestmentsCorpBondsSchedule
Name:
ELIZABETH M WEBSTER & EDMOND FAMILY FDN
EIN:
81-1808739
Name of Bond End of Year Book Value End of Year Fair Market Value
0258M0EL9 AMERICAN EXPRESS CRE 51,514 48,458
037833CJ7 APPLE INC 3.35% 09 F 50,673 48,997
06051GHM4 BANK OF AMERICA CORP 24,146 24,357
46625HJT8 JPMORGAN CHASE & CO    
594918BJ2 MICROSOFT CORP 3.125 25,040 24,739
713448DF2 PEPSICO INC 2.85% 24 24,569 24,557
717081DM2 PFIZER INC 3.4% 15 M    
742718FH7 PROCTER & GAMBLE CO/ 46,756 46,030
808513AX3 CHARLES SCHWAB CORP 25,164 24,931
92826CAD4 VISA INC 3.15% 14 DE 49,779 49,421
931142EE9 WALMART INC 3.7% 26 53,437 48,855
20030NEB3 COMCAST CORP 5.5% 15 13,428 13,321
46647PDY9 JPMORGAN CHASE & CO 16,648 15,853
61747YEU5 MORGAN STANLEY 4.889 21,968 22,282
91324PEP3 UNITEDHEALTH GROUP I 25,479 25,390

TY 2024 InvestmentsCorpStockSchedule
Name:
ELIZABETH M WEBSTER & EDMOND FAMILY FDN
EIN:
81-1808739
Name of Stock End of Year Book Value End of Year Fair Market Value
002824100 ABBOTT LABORATORIES 19,024 24,997
00402L107 ACADEMY SPORTS & OUT 2,698 3,279
00724F101 ADOBE INC 23,740 30,238
00846U101 AGILENT TECHNOLOGIES    
016255101 ALIGN TECHNOLOGY INC 9,892 7,506
02043Q107 ALNYLAM PHARMACEUTIC 7,744 11,060
02079K107 ALPHABET INC-CL C 28,600 106,075
02079K305 ALPHABET INC-CL A 19,065 37,860
023135106 AMAZON.COM INC 50,888 137,119
03073E105 CENCORA INC 12,009 15,278
03076C106 AMERIPRISE FINANCIAL 5,969 22,894
031100100 AMETEK INC 4,271 9,914
032095101 AMPHENOL CORP-CL A 4,772 14,307
032654105 ANALOG DEVICES INC 6,743 17,209
03662Q105 ANSYS INC 2,176 4,723
037833100 APPLE INC 37,480 114,692
03990B101 ARES MANAGEMENT CORP 7,066 17,703
046353108 ASTRAZENECA PLC-SPON 27,943 32,694
053015103 AUTOMATIC DATA PROCE 7,171 14,637
053332102 AUTOZONE INC 3,728 16,010
05352A100 AVANTOR INC 2,855 3,245
08579W103 BERRY GLOBAL GROUP I 3,835 5,756
090572207 BIO-RAD LABORATORIES 2,716 3,285
09247X101 BLACKROCK INC    
09260D107 BLACKSTONE INC 9,126 35,863
12572Q105 CME GROUP INC 17,735 20,204
127387108 CADENCE DESIGN SYS I 4,319 15,924
159864107 CHARLES RIVER LABORA    
16411R208 CHENIERE ENERGY INC 14,928 22,561
166764100 CHEVRON CORP 12,721 15,353
169656105 CHIPOTLE MEXICAN GRI 3,987 9,045
17275R102 CISCO SYSTEMS INC 25,080 33,093
172908105 CINTAS CORP 4,507 8,770
20825C104 CONOCOPHILLIPS 17,517 17,553
217204106 COPART INC 6,928 10,445
22160K105 COSTCO WHOLESALE COR    
22160N109 COSTAR GROUP INC 2,140 4,367
22788C105 CROWDSTRIKE HOLDINGS 2,676 6,159
228368106 CROWN HOLDINGS INC    
235851102 DANAHER CORP 11,308 23,414
23804L103 DATADOG INC - CLASS 11,654 18,576
252131107 DEXCOM INC 8,107 7,310
25278X109 DIAMONDBACK ENERGY I 5,423 7,045
25754A201 DOMINO'S PIZZA INC 3,465 5,457
28176E108 EDWARDS LIFESCIENCES    
29362U104 ENTEGRIS INC 7,218 8,519
302491303 FMC CORP 4,153 2,771
337738108 FISERV INC 13,204 34,305
33829M101 FIVE BELOW    
339041105 FLEETCOR TECHNOLOGIE    
339750101 FLOOR & DECOR HOLDIN 4,752 4,686
36266G107 GE HEALTHCARE TECHNO 2,790 2,971
437076102 HOME DEPOT INC 12,067 26,840
438516106 HONEYWELL INTERNATIO 12,925 19,652
443201108 HOWMET AEROSPACE INC 5,166 16,952
443510607 HUBBELL INC 2,639 10,472
443573100 HUBSPOT INC 15,376 20,206
444859102 HUMANA INC    
45167R104 IDEX CORP 4,685 7,325
45687V106 INGERSOLL RAND INC 5,107 9,589
45866F104 INTERCONTINENTAL EXC 16,434 29,504
46266C105 IQVIA HOLDINGS INC 26,853 23,385
46625H100 JPMORGAN CHASE & CO 14,708 32,840
482480100 KLA CORP    
49338L103 KEYSIGHT TECHNOLOGIE 4,074 7,710
513272104 LAMB WESTON HOLDINGS    
538034109 LIVE NATION ENTERTAI 3,005 4,533
53814L108 LIVENT CORP    
55354G100 MSCI INC 1,991 7,800
571903202 MARRIOTT INTERNATION 5,167 11,715
573284106 MARTIN MARIETTA MATE 12,786 19,111
573874104 MARVELL TECHNOLOGY I 3,418 11,929
574599106 MASCO CORP 2,940 6,241
580135101 MCDONALD'S CORP 24,188 24,931
594918104 MICROSOFT CORP 35,258 157,220
595017104 MICROCHIP TECHNOLOGY 3,113 5,162
609207105 MONDELEZ INTERNATION 12,709 14,335
61174X109 MONSTER BEVERAGE COR 25,314 29,381
65339F101 NEXTERA ENERGY INC 15,299 21,364
67066G104 NVIDIA CORP 48,876 121,935
682189105 ON SEMICONDUCTOR    
688239201 OSHKOSH CORP 3,683 3,803
68902V107 OTIS WORLDWIDE CORP 14,288 23,153
693475105 PNC FINANCIAL SERVIC 13,076 20,056
713448108 PEPSICO INC 17,554 21,288
714046109 REVVITY INC 7,875 7,701
723787107 PIONEER NATURAL RESO    
747525103 QUALCOMM INC 18,350 30,878
75513E101 RTX CORP 17,433 27,773
758750103 REGAL REXNORD CORP 1,745 5,895
776696106 ROPER TECHNOLOGIES I 17,973 31,191
778296103 ROSS STORES INC 10,194 14,371
78409V104 S&P GLOBAL INC 13,709 20,917
78709Y105 SAIA INC 6,735 7,292
79466L302 SALESFORCE INC 28,509 51,487
85208M102 SPROUTS FARMERS MARK 3,008 14,994
863667101 STRYKER CORP 9,638 17,282
872540109 TJX COMPANIES INC 9,925 23,196
872590104 T-MOBILE US INC 4,467 15,010
88339J105 TRADE DESK INC/THE - 10,364 17,277
883556102 THERMO FISHER SCIENT 10,930 23,410
892356106 TRACTOR SUPPLY COMPA 4,812 12,469
892672106 TRADEWEB MARKETS INC 8,803 14,663
89400J107 TRANSUNION 6,610 8,344
902973304 US BANCORP 21,231 19,802
90384S303 ULTA BEAUTY INC 5,474 6,089
907818108 UNION PACIFIC CORP 19,534 27,137
912008109 US FOODS HOLDING COR 5,850 10,591
91324P102 UNITEDHEALTH GROUP I 30,886 54,633
922475108 VEEVA SYSTEMS INC-CL 12,452 13,246
92338C103 VERALTO CORP    
92826C839 VISA INC-CLASS A SHA 27,435 67,949
92939U106 WEC ENERGY GROUP INC 7,615 7,993
94106B101 WASTE CONNECTIONS IN 8,458 10,810
95082P105 WESCO INTERNATIONAL 4,238 4,886
98978V103 ZOETIS INC 5,681 10,916
98980G102 ZSCALER INC 8,422 8,299
98983L108 ZURN ELKAY WATER SOL 3,745 4,401
G4705A100 ICON PLC 2,519 2,307
G54950103 LINDE PLC 10,278 24,702
G6095L109 APTIV PLC    
G7S00T104 PENTAIR PLC 1,771 4,328
H84989104 TE CONNECTIVITY LTD    
036752103 ELEVANCE HEALTH INC 14,579 12,912
09290D101 BLACKROCK INC 8,315 20,502
219948106 CORPAY INC 9,775 13,875
231561101 CURTISS-WRIGHT CORP 3,901 3,904
254687106 WALT DISNEY CO/THE 25,199 29,174
26142V105 DRAFTKINGS INC-CL A 9,004 8,779
30231G102 EXXON MOBIL CORP 18,280 32,056
30303M102 META PLATFORMS INC-C 16,846 21,078
31620M106 FIDELITY NATIONAL IN 17,262 21,646
363576109 ARTHUR J GALLAGHER & 6,777 7,096
379577208 GLOBUS MEDICAL INC - 2,400 2,647
45168D104 IDEXX LABORATORIES I 6,366 5,375
60937P106 MONGODB INC 4,697 3,725
609839105 MONOLITHIC POWER SYS 11,436 8,876
67103H107 O'REILLY AUTOMOTIVE 9,929 11,858
72352L106 PINTEREST INC- CLASS 9,189 7,337
74275K108 PROCORE TECHNOLOGIES 1,979 2,473
92047W101 VALVOLINE INC 5,288 4,378
92537N108 VERTIV HOLDINGS CO-A 5,707 5,112
98138H101 WORKDAY INC-CLASS A 21,868 22,965
G87052109 TE CONNECTIVITY PLC 27,104 29,023
M2682V108 CYBERARK SOFTWARE LT 6,474 8,662
M7S64H106 MONDAY.COM LTD 7,836 8,476

TY 2024 InvestmentsGovtObligationsSch
Name:
ELIZABETH M WEBSTER & EDMOND FAMILY FDN
EIN:
81-1808739
US Government Securities - End of Year Book Value:

35,243
US Government Securities - End of Year Fair Market Value:

34,841
State & Local Government Securities - End of Year Book Value:


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


 


TY 2024 InvestmentsOtherSchedule2
Name:
ELIZABETH M WEBSTER & EDMOND FAMILY FDN
EIN:
81-1808739
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
3130AFFX0 FEDERAL HOME LOAN BA AT COST 77,009 72,368
3135G0Q22 FANNIE MAE 1.875% 24 AT COST 99,120 96,107
3135G0ZR7 FANNIE MAE 2.625% 06      

TY 2024 OtherAssetsSchedule
Name:
ELIZABETH M WEBSTER & EDMOND FAMILY FDN
EIN:
81-1808739
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
00769G451 CIBC ATLAS INC OPPOR 177,037 191,040 249,586
03027X100 AMERICAN TOWER CORP 13,918 17,439 17,424
06742C723 IPATH SELECT MLP ETN 176,045 176,045 247,591
XXX-XX-XXXX SEAFARER OVRSEA GR & 149,556 154,623 155,066
XXX-XX-XXXX JPMORGAN MID CAP VAL 565,402 631,799 605,140
52106N459 LAZARD GL LIST INFRA 91,642 95,578 94,958
XXX-XX-XXXX MFS INSTL INTL EQUIT 236,834 241,541 325,570
XXX-XX-XXXX MATTHEWS PACIFIC TIG 113,990 0 0
74340W103 PROLOGIS INC 13,356 21,695 20,612
78410G104 SBA COMMUNICATIONS C 5,400 2,899 3,668
78462F103 SPDR S&P 500 ETF TRU 33,178 0 0
XXX-XX-XXXX TWEEDY BROWNE INTL V 333,343 363,686 334,802
9128286B1 US TREASURY N/B 2.62 80,518 79,536 70,120
912828B66 US TREASURY N/B 2.75 74,470 0 0
912828U24 US TREASURY N/B 2% 1 74,172 74,083 71,982
91282CCB5 US TREASURY N/B 1.62 76,366 76,187 63,273
91282CFV8 US TREASURY N/B 4.12 76,227 76,048 73,149
91282CGN5 US TREASURY N/B 4.62 50,224 50,076 50,014
91282CGQ8 US TREASURY N/B 4% 2 25,462 25,397 24,537
91282CHW4 US TREASURY N/B 4.12 19,633 39,276 39,384
92535N100 VERSUS CAP RL EST 163,734 167,951 200,928
XXX-XX-XXXX VICI PROPERTIES INC 7,669 11,684 11,217
91282CEW7 US TREASURY N/B 3.25   108,790 108,397
91282CHQ7 US TREASURY N/B 4.12   25,032 24,828
XXX-XX-XXXX VANGUARD S&P 500 ETF   84,524 82,977


TY 2024 OtherDecreasesSchedule
Name:
ELIZABETH M WEBSTER & EDMOND FAMILY FDN
EIN:
81-1808739
Description Amount
RETURN OF CAPITAL 1,157
INTRA PERIOD ADJUSTMENT 238
ROUNDING 2


TY 2024 OtherExpensesSchedule
Name:
ELIZABETH M WEBSTER & EDMOND FAMILY FDN
EIN:
81-1808739
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE 18 18   18


TY 2024 OtherIncomeSchedule2
Name:
ELIZABETH M WEBSTER & EDMOND FAMILY FDN
EIN:
81-1808739
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
BARCLAYS ETN SELECT MLP ETN 11,688 11,688  


TY 2024 OtherIncreasesSchedule
Name:
ELIZABETH M WEBSTER & EDMOND FAMILY FDN
EIN:
81-1808739
Description Amount
CAP GAIN DISTR - UNRECAP SEC 1250 11


TY 2024 OtherProfessionalFeesSchedule
Name:
ELIZABETH M WEBSTER & EDMOND FAMILY FDN
EIN:
81-1808739
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TRUSTEE FEES-PRIN (NON-DEDUCTI 28,184 21,138   7,046


TY 2024 TaxesSchedule
Name:
ELIZABETH M WEBSTER & EDMOND FAMILY FDN
EIN:
81-1808739
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 10 10   0
FEDERAL TAX PAYMENT - PRIOR YE 3,495 0   0
FEDERAL ESTIMATES - PRINCIPAL 1,500 0   0
FOREIGN TAXES ON QUALIFIED FOR 1,402 1,402   0
FOREIGN TAXES ON NONQUALIFIED 258 258   0