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 02-01-2024 , and ending 01-31-2025
Name of foundation
ALFRED N JOHNSON MEMORIAL FUND
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 6437
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ITHACA, NY148516437
A Employer identification number

14-6099201
B Telephone number (see instructions)

(800) 274-4003
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$793,480J 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... 24,408 24,408  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 136,668
b Gross sales price for all assets on line 6a 827,575
7 Capital gain net income (from Part IV, line 2)... 136,668
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........ 161,076 161,076  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 7,485 7,485    
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
450 0 0 450
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
723 623   100
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
224 112    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 8,882 8,220 0 550
25 Contributions, gifts, grants paid....... 17,500 17,500
26 Total expenses and disbursements. Add lines 24 and 25 26,382 8,220 0 18,050
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 134,694
b Net investment income (if negative, enter -0-) 152,856
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......... 21,539 41,179 41,179
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 630,302    
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
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
741,764 		Click to see attachment
List of Attached Documents:
// Content
752,301
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 651,841 782,943 793,480
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........ 651,841 782,943
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)..... 651,841 782,943
30 Total liabilities and net assets/fund balances (see instructions). 651,841 782,943
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
651,841
2
Enter amount from Part I, line 27a .....................
2
134,694
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
786,535
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
3,592
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
782,943
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 10.491 AGGREGATE BOND COMMON TRUST FUND   2010-12-31 2024-02-29
b 2.542 AGGREGATE BOND COMMON TRUST FUND   2011-01-31 2024-02-29
c 23.584 AGGREGATE BOND COMMON TRUST FUND   2012-03-31 2024-02-29
d 34.112 AGGREGATE BOND COMMON TRUST FUND   2012-09-30 2024-02-29
e 25.171 AGGREGATE BOND COMMON TRUST FUND   2013-11-30 2024-02-29
21.577 AGGREGATE BOND COMMON TRUST FUND   2014-09-30 2024-02-29
5.171 AGGREGATE BOND COMMON TRUST FUND   2016-10-14 2024-02-29
30.249 AGGREGATE BOND COMMON TRUST FUND   2017-01-31 2024-02-29
17.996 AGGREGATE BOND COMMON TRUST FUND   2017-12-31 2024-02-29
101.593 AGGREGATE BOND COMMON TRUST FUND   2019-01-31 2024-02-29
4.971 AGGREGATE BOND COMMON TRUST FUND   2019-04-30 2024-02-29
105.154 AGGREGATE BOND COMMON TRUST FUND   2020-01-17 2024-02-29
58.464 AGGREGATE BOND COMMON TRUST FUND   2020-06-30 2024-02-29
22.476 AGGREGATE BOND COMMON TRUST FUND   2020-08-31 2024-02-29
56.501 AGGREGATE BOND COMMON TRUST FUND   2020-12-31 2024-02-29
4.878 AGGREGATE BOND COMMON TRUST FUND   2021-01-31 2024-02-29
80.647 AGGREGATE BOND COMMON TRUST FUND   2021-03-31 2024-02-29
23.789 AGGREGATE BOND COMMON TRUST FUND   2021-11-30 2024-02-29
76.972 AGGREGATE BOND COMMON TRUST FUND   2022-05-31 2024-02-29
143.249 AGGREGATE BOND COMMON TRUST FUND   2022-07-15 2024-02-29
77.247 AGGREGATE BOND COMMON TRUST FUND   2022-10-21 2024-02-29
59.89 AGGREGATE BOND COMMON TRUST FUND   2023-07-31 2024-02-29
14.189 MID CAP GROWTH CTF   2008-12-31 2024-02-29
1.854 MID CAP GROWTH CTF   2011-12-31 2024-02-29
2.357 MID CAP GROWTH CTF   2012-09-30 2024-02-29
7.297 MID CAP GROWTH CTF   2013-11-30 2024-02-29
13.736 MID CAP GROWTH CTF   2019-01-31 2024-02-29
8.824 MID CAP GROWTH CTF   2022-01-31 2024-02-29
304. ISHARES MSCI USA MIN VOL FAC   2022-09-30 2024-02-29
28.75 PRINCIPAL MIDCAP FUND-R6   2017-02-02 2024-02-29
4.339 PRINCIPAL MIDCAP FUND-R6   2019-01-31 2024-02-29
11.235 PRINCIPAL MIDCAP FUND-R6   2020-01-21 2024-02-29
8.848 PRINCIPAL MIDCAP FUND-R6   2020-03-23 2024-02-29
7.807 PRINCIPAL MIDCAP FUND-R6   2022-07-15 2024-02-29
82.558 AGGREGATE BOND COMMON TRUST FUND   2010-12-31 2024-07-19
20.006 AGGREGATE BOND COMMON TRUST FUND   2011-01-31 2024-07-19
185.592 AGGREGATE BOND COMMON TRUST FUND   2012-03-31 2024-07-19
268.432 AGGREGATE BOND COMMON TRUST FUND   2012-09-30 2024-07-19
198.077 AGGREGATE BOND COMMON TRUST FUND   2013-11-30 2024-07-19
169.793 AGGREGATE BOND COMMON TRUST FUND   2014-09-30 2024-07-19
40.698 AGGREGATE BOND COMMON TRUST FUND   2016-10-14 2024-07-19
238.036 AGGREGATE BOND COMMON TRUST FUND   2017-01-31 2024-07-19
141.62 AGGREGATE BOND COMMON TRUST FUND   2017-12-31 2024-07-19
799.455 AGGREGATE BOND COMMON TRUST FUND   2019-01-31 2024-07-19
39.119 AGGREGATE BOND COMMON TRUST FUND   2019-04-30 2024-07-19
827.471 AGGREGATE BOND COMMON TRUST FUND   2020-01-17 2024-07-19
460.063 AGGREGATE BOND COMMON TRUST FUND   2020-06-30 2024-07-19
176.871 AGGREGATE BOND COMMON TRUST FUND   2020-08-31 2024-07-19
444.618 AGGREGATE BOND COMMON TRUST FUND   2020-12-31 2024-07-19
38.394 AGGREGATE BOND COMMON TRUST FUND   2021-01-31 2024-07-19
634.63 AGGREGATE BOND COMMON TRUST FUND   2021-03-31 2024-07-19
187.204 AGGREGATE BOND COMMON TRUST FUND   2021-11-30 2024-07-19
605.704 AGGREGATE BOND COMMON TRUST FUND   2022-05-31 2024-07-19
1127.25 AGGREGATE BOND COMMON TRUST FUND   2022-07-15 2024-07-19
607.87 AGGREGATE BOND COMMON TRUST FUND   2022-10-21 2024-07-19
471.206 AGGREGATE BOND COMMON TRUST FUND   2023-07-31 2024-07-19
33.305 SMALL CAP GROWTH LEADERS CTF   2013-02-28 2024-07-19
44.963 SMALL CAP GROWTH LEADERS CTF   2013-05-31 2024-07-19
34.388 SMALL CAP GROWTH LEADERS CTF   2019-01-31 2024-07-19
20.091 SMALL CAP GROWTH LEADERS CTF   2020-01-17 2024-07-19
48.856 SMALL CAP GROWTH LEADERS CTF   2021-01-31 2024-07-19
58.097 SMALL CAP GROWTH LEADERS CTF   2022-01-31 2024-07-19
198.573 SMALL CAP GROWTH LEADERS CTF   2024-02-29 2024-07-19
40.065 EMERGING MARKETS STOCK COMMON TRUST FD   2011-01-31 2024-07-19
15.14 EMERGING MARKETS STOCK COMMON TRUST FD   2011-12-31 2024-07-19
13.705 EMERGING MARKETS STOCK COMMON TRUST FD   2012-09-30 2024-07-19
31.272 EMERGING MARKETS STOCK COMMON TRUST FD   2013-09-30 2024-07-19
102.347 EMERGING MARKETS STOCK COMMON TRUST FD   2014-02-28 2024-07-19
15.309 EMERGING MARKETS STOCK COMMON TRUST FD   2016-10-14 2024-07-19
39.775 EMERGING MARKETS STOCK COMMON TRUST FD   2018-11-30 2024-07-19
104.267 EMERGING MARKETS STOCK COMMON TRUST FD   2021-01-31 2024-07-19
68.106 EMERGING MARKETS STOCK COMMON TRUST FD   2021-08-31 2024-07-19
105.288 EMERGING MARKETS STOCK COMMON TRUST FD   2022-05-31 2024-07-19
154.052 EMERGING MARKETS STOCK COMMON TRUST FD   2023-01-31 2024-07-19
32.915 EMERGING MARKETS STOCK COMMON TRUST FD   2023-10-31 2024-07-19
20.032 EMERGING MARKETS STOCK COMMON TRUST FD   2024-02-29 2024-07-19
32.221 SMALL CAP VALUE COMMON TRUST FUND   2013-02-28 2024-07-19
29.944 SMALL CAP VALUE COMMON TRUST FUND   2013-05-31 2024-07-19
22.3 SMALL CAP VALUE COMMON TRUST FUND   2019-01-31 2024-07-19
28.561 SMALL CAP VALUE COMMON TRUST FUND   2020-01-17 2024-07-19
20.346 SMALL CAP VALUE COMMON TRUST FUND   2020-03-20 2024-07-19
42.744 SMALL CAP VALUE COMMON TRUST FUND   2021-01-31 2024-07-19
51.97 SMALL CAP VALUE COMMON TRUST FUND   2021-11-30 2024-07-19
209.247 SMALL CAP VALUE COMMON TRUST FUND   2024-02-29 2024-07-19
108.59 MID CAP GROWTH CTF   2008-12-31 2024-07-19
14.194 MID CAP GROWTH CTF   2011-12-31 2024-07-19
18.039 MID CAP GROWTH CTF   2012-09-30 2024-07-19
55.845 MID CAP GROWTH CTF   2013-11-30 2024-07-19
105.119 MID CAP GROWTH CTF   2019-01-31 2024-07-19
67.504 MID CAP GROWTH CTF   2022-01-31 2024-07-19
78.934 DIVIDEND INCOME COMMON TRUST FUND   2013-02-28 2024-07-19
102.526 DIVIDEND INCOME COMMON TRUST FUND   2013-05-31 2024-07-19
22.069 DIVIDEND INCOME COMMON TRUST FUND   2019-01-31 2024-07-19
26.116 DIVIDEND INCOME COMMON TRUST FUND   2019-06-30 2024-07-19
28.086 DIVIDEND INCOME COMMON TRUST FUND   2020-01-17 2024-07-19
53.271 DIVIDEND INCOME COMMON TRUST FUND   2020-04-17 2024-07-19
571.925 INTERNATIONAL FOCUSED EQUITY CTF   2013-02-28 2024-07-19
673.255 INTERNATIONAL FOCUSED EQUITY CTF   2013-05-31 2024-07-19
369.778 INTERNATIONAL FOCUSED EQUITY CTF   2013-09-30 2024-07-19
97.557 INTERNATIONAL FOCUSED EQUITY CTF   2018-11-30 2024-07-19
272.69 INTERNATIONAL FOCUSED EQUITY CTF   2020-01-17 2024-07-19
485.562 INTERNATIONAL FOCUSED EQUITY CTF   2020-08-31 2024-07-19
854.017 LARGE CAP CORE COMMON TRUST FUND   2018-01-31 2024-07-19
393.64 LARGE CAP CORE COMMON TRUST FUND   2018-03-31 2024-07-19
282.767 LARGE CAP CORE COMMON TRUST FUND   2018-06-30 2024-07-19
34.325 LARGE CAP CORE COMMON TRUST FUND   2018-11-30 2024-07-19
209.096 LARGE CAP CORE COMMON TRUST FUND   2019-01-31 2024-07-19
605.91 LARGE CAP CORE COMMON TRUST FUND   2022-01-31 2024-07-19
139.578 LARGE CAP CORE COMMON TRUST FUND   2022-05-31 2024-07-19
467.192 LARGE CAP CORE COMMON TRUST FUND   2024-02-29 2024-07-19
1879.141 MID CAP CORE COMMON TRUST FUND   2018-01-31 2024-07-19
113.277 MID CAP CORE COMMON TRUST FUND   2018-11-30 2024-07-19
834.932 SMALL CAP CORE COMMON TRUST FUND   2018-01-31 2024-07-19
227.261 SMALL CAP CORE COMMON TRUST FUND   2018-06-30 2024-07-19
116.224 SMALL CAP CORE COMMON TRUST FUND   2018-11-30 2024-07-19
350.103 SMALL CAP CORE COMMON TRUST FUND   2019-01-31 2024-07-19
183.514 SMALL CAP CORE COMMON TRUST FUND   2022-01-31 2024-07-19
57.283 MID CAP VALUE COMMON TRUST FUND   2008-12-31 2024-07-19
77.722 MID CAP VALUE COMMON TRUST FUND   2010-07-31 2024-07-19
15.716 MID CAP VALUE COMMON TRUST FUND   2011-12-31 2024-07-19
25.718 MID CAP VALUE COMMON TRUST FUND   2012-09-30 2024-07-19
104.892 MID CAP VALUE COMMON TRUST FUND   2013-11-30 2024-07-19
133.8 MID CAP VALUE COMMON TRUST FUND   2019-01-31 2024-07-19
49.544 MID CAP VALUE COMMON TRUST FUND   2020-04-17 2024-07-19
9.455 MID CAP VALUE COMMON TRUST FUND   2021-11-30 2024-07-19
1543.545 BLACKROCK EQTY DVDND-K   2023-01-31 2024-08-01
305.681 BLACKROCK EQTY DVDND-K   2024-02-29 2024-08-01
60. ISHARES CORE S&P MIDCAP ETF   2013-02-28 2024-08-01
35. ISHARES CORE S&P MIDCAP ETF   2013-05-31 2024-08-01
30. ISHARES CORE S&P MIDCAP ETF   2013-09-30 2024-08-01
270. ISHARES CORE S&P MIDCAP ETF   2017-01-31 2024-08-01
25. ISHARES CORE S&P MIDCAP ETF   2019-06-28 2024-08-01
10. ISHARES CORE S&P MIDCAP ETF   2020-03-20 2024-08-01
90. ISHARES CORE S&P MIDCAP ETF   2020-03-20 2024-08-01
105.004 CLEARBRIDGE LRG CAP GROW-IS   2019-01-31 2024-08-01
45.493 CLEARBRIDGE LRG CAP GROW-IS   2019-05-01 2024-08-01
27.312 CLEARBRIDGE LRG CAP GROW-IS   2019-07-01 2024-08-01
5.084 CLEARBRIDGE LRG CAP GROW-IS   2020-01-21 2024-08-01
29.419 CLEARBRIDGE LRG CAP GROW-IS   2020-03-23 2024-08-01
56.326 CLEARBRIDGE LRG CAP GROW-IS   2022-01-31 2024-08-01
5.866 CLEARBRIDGE LRG CAP GROW-IS   2022-05-31 2024-08-01
30.095 CLEARBRIDGE LRG CAP GROW-IS   2022-07-15 2024-08-01
60.654 CLEARBRIDGE LRG CAP GROW-IS   2023-01-31 2024-08-01
656.745 PIMCO INTL BND USD HGD-INS   2022-10-21 2024-08-01
742.042 PIMCO INTL BND USD HGD-INS   2023-01-31 2024-08-01
253.761 PRINCIPAL MIDCAP FUND-R6   2017-02-02 2024-08-01
38.299 PRINCIPAL MIDCAP FUND-R6   2019-01-31 2024-08-01
99.165 PRINCIPAL MIDCAP FUND-R6   2020-01-21 2024-08-01
78.095 PRINCIPAL MIDCAP FUND-R6   2020-03-23 2024-08-01
68.897 PRINCIPAL MIDCAP FUND-R6   2022-07-15 2024-08-01
39. VANGUARD FTSE DEVELOPED ETF   2013-02-28 2024-08-01
32. VANGUARD FTSE DEVELOPED ETF   2013-05-31 2024-08-01
18. VANGUARD FTSE DEVELOPED ETF   2013-09-30 2024-08-01
22. VANGUARD FTSE DEVELOPED ETF   2014-09-30 2024-08-01
79. VANGUARD FTSE DEVELOPED ETF   2016-05-31 2024-08-01
202. VANGUARD FTSE DEVELOPED ETF   2017-01-31 2024-08-01
44. VANGUARD FTSE DEVELOPED ETF   2017-03-31 2024-08-01
71. VANGUARD FTSE DEVELOPED ETF   2020-01-17 2024-08-01
101. VANGUARD FTSE DEVELOPED ETF   2020-03-20 2024-08-01
4. VANGUARD FTSE DEVELOPED ETF   2020-03-20 2024-08-01
139. VANGUARD FTSE DEVELOPED ETF   2020-08-31 2024-08-01
30. VANGUARD FTSE DEVELOPED ETF   2021-11-30 2024-08-01
95. VANGUARD FTSE DEVELOPED ETF   2022-09-30 2024-08-01
217. VANGUARD FTSE EMERGING MARKE   2021-01-29 2024-08-01
31. VANGUARD FTSE EMERGING MARKE   2021-11-30 2024-08-01
48. VANGUARD FTSE EMERGING MARKE   2023-01-31 2024-08-01
19. VANGUARD FTSE EMERGING MARKE   2023-01-31 2024-08-01
41. VANGUARD FTSE EMERGING MARKE   2024-02-29 2024-08-01
300. VANGUARD RUSSELL 1000 GROWTH   2023-01-31 2024-08-01
11. VANGUARD RUSSELL 1000 GROWTH   2023-01-31 2024-08-01
76. VANGUARD RUSSELL 1000 GROWTH   2024-02-29 2024-08-01
89. VANGUARD S&P 500 ETF   2016-01-08 2024-08-01
5. VANGUARD S&P 500 ETF   2018-01-31 2024-08-01
3. VANGUARD S&P 500 ETF   2018-03-29 2024-08-01
2. VANGUARD S&P 500 ETF   2019-01-31 2024-08-01
5. VANGUARD S&P 500 ETF   2020-03-20 2024-08-01
37. VANGUARD S&P 500 ETF   2023-01-31 2024-08-01
5. VANGUARD S&P 500 ETF   2023-01-31 2024-08-01
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 158   168 -10
b 38   41 -3
c 354   387 -33
d 512   566 -54
e 378   404 -26
324   351 -27
78   85 -7
454   486 -32
270   292 -22
1,526   1,626 -100
75   81 -6
1,579   1,767 -188
878   1,003 -125
338   385 -47
849   964 -115
73   82 -9
1,211   1,319 -108
357   394 -37
1,156   1,146 10
2,151   2,108 43
1,160   1,057 103
899   880 19
992   875 117
130   119 11
165   155 10
510   504 6
960   942 18
617   525 92
24,732   20,405 4,327
1,178   669 509
178   108 70
461   364 97
363   177 186
320   245 75
1,247   1,318 -71
302   319 -17
2,804   3,036 -232
4,055   4,443 -388
2,992   3,176 -184
2,565   2,753 -188
615   671 -56
3,596   3,816 -220
2,139   2,295 -156
12,077   12,770 -693
591   633 -42
12,500   13,882 -1,382
6,950   7,876 -926
2,672   3,024 -352
6,717   7,573 -856
580   645 -65
9,587   10,363 -776
2,828   3,097 -269
9,150   9,002 148
17,029   16,552 477
9,183   8,297 886
7,118   6,906 212
1,746   1,496 250
2,357   2,083 274
1,803   1,661 142
1,053   1,028 25
2,561   2,700 -139
3,045   2,398 647
10,409   10,300 109
2,404   2,427 -23
908   795 113
822   810 12
1,876   1,885 -9
6,140   6,345 -205
918   1,014 -96
2,386   2,465 -79
6,255   7,360 -1,105
4,086   4,133 -47
6,316   4,448 1,868
9,242   7,868 1,374
1,975   1,599 376
1,202   1,126 76
1,720   1,645 75
1,598   1,563 35
1,190   1,139 51
1,524   1,524  
1,086   827 259
2,281   2,445 -164
2,774   2,709 65
11,168   10,806 362
7,548   6,995 553
987   950 37
1,254   1,233 21
3,882   4,012 -130
7,307   7,503 -196
4,692   4,202 490
9,237   9,415 -178
11,998   12,538 -540
2,583   2,567 16
3,056   3,119 -63
3,287   3,608 -321
6,234   6,268 -34
10,152   8,945 1,207
11,951   10,736 1,215
6,564   6,131 433
1,732   1,637 95
4,841   5,000 -159
8,619   9,192 -573
17,568   15,216 2,352
8,097   6,739 1,358
5,817   4,929 888
706   606 100
4,301   3,643 658
12,464   11,483 981
2,871   2,396 475
9,610   9,672 -62
29,375   26,504 2,871
1,771   1,548 223
11,733   10,965 768
3,194   3,053 141
1,633   1,480 153
4,920   4,387 533
2,579   2,208 371
3,089   2,510 579
4,192   3,757 435
848   760 88
1,387   1,285 102
5,657   5,715 -58
7,216   6,975 241
2,672   2,287 385
510   516 -6
31,334   29,868 1,466
6,205   6,046 159
3,695   1,332 2,363
2,156   837 1,319
1,848   744 1,104
16,628   9,078 7,550
1,540   971 569
616   258 358
5,543   2,348 3,195
7,507   4,987 2,520
3,252   2,406 846
1,953   1,456 497
363   291 72
2,103   1,216 887
4,027   3,823 204
419   322 97
2,151   1,579 572
4,336   3,117 1,219
6,521   6,141 380
7,368   7,042 326
11,034   5,904 5,130
1,665   949 716
4,312   3,211 1,101
3,396   1,560 1,836
2,996   2,158 838
1,959   1,420 539
1,607   1,195 412
904   714 190
1,105   875 230
3,968   2,893 1,075
10,145   7,650 2,495
2,210   1,732 478
3,566   3,170 396
5,073   3,077 1,996
201   122 79
6,981   5,847 1,134
1,507   1,485 22
4,771   3,472 1,299
9,561   11,229 -1,668
1,366   1,519 -153
2,115   2,021 94
837   799 38
1,806   1,686 120
27,923   17,808 10,115
1,024   652 372
7,074   6,479 595
45,209   15,815 29,394
2,540   1,295 1,245
1,524   725 799
1,016   496 520
2,540   1,095 1,445
18,795   13,738 5,057
2,540   1,843 697
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
      7,278
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       -10
b       -3
c       -33
d       -54
e       -26
      -27
      -7
      -32
      -22
      -100
      -6
      -188
      -125
      -47
      -115
      -9
      -108
      -37
      10
      43
      103
      19
      117
      11
      10
      6
      18
      92
      4,327
      509
      70
      97
      186
      75
      -71
      -17
      -232
      -388
      -184
      -188
      -56
      -220
      -156
      -693
      -42
      -1,382
      -926
      -352
      -856
      -65
      -776
      -269
      148
      477
      886
      212
      250
      274
      142
      25
      -139
      647
      109
      -23
      113
      12
      -9
      -205
      -96
      -79
      -1,105
      -47
      1,868
      1,374
      376
      76
      75
      35
      51
       
      259
      -164
      65
      362
      553
      37
      21
      -130
      -196
      490
      -178
      -540
      16
      -63
      -321
      -34
      1,207
      1,215
      433
      95
      -159
      -573
      2,352
      1,358
      888
      100
      658
      981
      475
      -62
      2,871
      223
      768
      141
      153
      533
      371
      579
      435
      88
      102
      -58
      241
      385
      -6
      1,466
      159
      2,363
      1,319
      1,104
      7,550
      569
      358
      3,195
      2,520
      846
      497
      72
      887
      204
      97
      572
      1,219
      380
      326
      5,130
      716
      1,101
      1,836
      838
      539
      412
      190
      230
      1,075
      2,495
      478
      396
      1,996
      79
      1,134
      22
      1,299
      -1,668
      -153
      94
      38
      120
      10,115
      372
      595
      29,394
      1,245
      799
      520
      1,445
      5,057
      697
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 136,668
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 2,125
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 2,125
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 2,125
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 192
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.............. 7 192
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 1,933
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 arrowNY
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 arrowTompkins Community Bank Telephone no.right arrow (607) 273-0037

Located atright arrow118 E SENECA ST 6TH FLOORITHACANY ZIP+4right arrow14850
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 TRUSTEE
1 		4,000    
PO BOX 653067
DALLAS,TX752653067
TOMPKINS COMMUNITY BANK TRUSTEE
1 		3,485    
118 E SENECA ST 6TH FL
ITHACA,NY14850
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
667,490
b
Average of monthly cash balances.......................
1b
109,351
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
776,841
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
776,841
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
11,653
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
765,188
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
38,259
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
38,259
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2,125
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,125
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
36,134
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
36,134
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
36,134
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
18,050
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
18,050
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 36,134
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 40,635
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$ 18,050
a Applied to 2023, but not more than line 2a 18,050
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 .......... 		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 ............. 		22,585
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		36,134
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
GLOVERSVILLE HIGH SCHOOL
199 LINCOLN ST
GLOVERSVILLE,NY12708
(518) 775-5710
N/A
bThe form in which applications should be submitted and information and materials they should include:
REQUEST APPLICATION FROM HIGH SCHOOL
cAny submission deadlines:
MAY 15
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRADUATES OF GLOVERSVILLE HIGH SCHOOL, GLOVERSVILLE, NY
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

VASSAR COLLEGE

124 RAYMOND AVE
POUGHKEEPSIE,NY12604 		N/A PC SCHOLARSHIP 1,250

HUDSON VALLEY COMMUNITY COLLEGE

80 VANDENBURGH AVE
TROY,NY12180 		NONE PC SCHOLARSHIP 2,500

ALFRED STATE COLLEGE

10 UPPER COLLEGE DR
ALFRED,NY14802 		NONE PC SCHOLARSHIP 1,250

SIENA COLLEGE

515 LOUDON ROAD
LOUDONVILLE,NY12111 		N/A PC SCHOLARSHIPS 2,500

FULTON-MONTGOMERY COLLEGE

2805 NY-67
JOHNSTOWN,NY12095 		N/A PC SCHOLARSHIPS 1,250

SUNY OSWEGO

7060 NY 104
OSWEGO,NY13126 		N/A PC SCHOLARSHIPS 1,250

ROCHESTER INSTITUTE OF TECHNOLOGY

1 LOMB MEMORIAL DRIVE
ROCHESTER,NY14623 		N/A PC SCHOLARSHIPS 1,250

ST JOHN FISHER COLLEGE

3690 EAST AVENUE
ROCHESTER,NY14618 		N/A PC SCHOLARSHIPS 1,250

SUNY AT ALBANY

1400 WASHINGTON AVENUE
ALBANY,NY12222 		N/A PC SCHOLARSHIPS 1,250

BINGHAMTON UNIVERSITY

PO BOX 6003
BINGHAMTON,NY13902 		N/A PC SCHOLARSHIPS 1,250

SUNY DELHI

157 BUSH HALL
DELHI,NY13573 		N/A NONE SCHOLARSHIP -1,250

SUNY CORTLAND

PO BOX 2000
CORTLAND,NY13045 		N/A PC SCHOLARSHIPS 1,250

SUNY POLYTECHNIC INSTITUTE

100 SEYMOUR ROAD
UTICA,NY13502 		N/A PC SCHOLARSHIPS 1,250

SUNY ESF

1 FORESTRY DRIVE
SYRACUSE,NY13210 		N/A PC SCHOLARSHIPS 1,250
Total .................................right arrow 3a 17,500
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 24,408  
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 ............ 		    18 136,668  
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) ..   161,076  
13Total. Add line 12, columns (b), (d), and (e)..................
13
161,076
(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:
ALFRED N JOHNSON MEMORIAL FUND
EIN:
14-6099201
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 450     450

TY 2024 InvestmentsCorpStockSchedule
Name:
ALFRED N JOHNSON MEMORIAL FUND
EIN:
14-6099201
Name of Stock End of Year Book Value End of Year Fair Market Value
202671913 AGGREGATE BOND COMMO    
29099J109 EMERGING MARKETS STO    
323991307 MID CAP GROWTH COMMO    
464287507 ISHARES CORE S&P MID    
921943858 VANGUARD FTSE DEVELO    
922042858 VANGUARD FTSE EMERGI    
207543877 SMALL CAP GROWTH LEA    
303995997 SMALL CAP VALUE COMM    
45399C107 DIVIDEND INCOME COMM    
99Z466197 INTERNATIONAL FOCUSE    
922908363 VANGUARD 500 INDEX F    
99Z639934 LARGE CAP CORE COMMO    
99Z639942 MID CAP CORE COMMON    
99Z639959 SMALL CAP CORE COMMO    
77954Q403 T ROWE PRICE BLUE CH    
693390882 PIMCO INTERNATIONAL    
74440Y884 PGIM HIGH YIELD FUND    
99Z665806 MID CAP VALUE COMMON    
46429B697 ISHARES EDGE MSCI MI    
52469H255 CLEARBRIDGE LARGE CA    
74256W584 PRINCIPAL MIDCAP FUN    
92206C680 VANGUARD RUSSELL 100    
09251M801 BLACKROCK EQTY DIVID    

TY 2024 OtherAssetsSchedule
Name:
ALFRED N JOHNSON MEMORIAL FUND
EIN:
14-6099201
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
09255V500 BLCKRCK MID-CAP VALU   23,482 22,513
30254T643 FPA NEW INCOME INC   54,618 53,687
40168W525 GUGGENHEIM TOT RET B   54,618 53,127
XXX-XX-XXXX HARBOR SMALL CAP VAL   23,482 24,537
XXX-XX-XXXX ISHARES RUSSELL TOP   186,948 205,929
47103C795 JANUS HNDRSN ENTERPR   23,482 23,624
4812C0381 JPMORGAN CORE BOND-I   136,546 132,238
4812C0498 JPMORGAN EQUITY INCO   70,446 69,395
XXX-XX-XXXX MFS INSTL INTL EQUIT   94,042 92,718
XXX-XX-XXXX OSTERWEIS STRATEGIC   27,309 27,236
92189F643 VANECK MORNINGSTAR W   46,791 47,297


TY 2024 OtherDecreasesSchedule
Name:
ALFRED N JOHNSON MEMORIAL FUND
EIN:
14-6099201
Description Amount
CTF ADJU 3,592


TY 2024 OtherExpensesSchedule
Name:
ALFRED N JOHNSON MEMORIAL FUND
EIN:
14-6099201
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER ALLOCABLE EXPENSE-PRINCI 112 112   0
OTHER ALLOCABLE EXPENSE-INCOME 112 0   0


TY 2024 TaxesSchedule
Name:
ALFRED N JOHNSON MEMORIAL FUND
EIN:
14-6099201
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 212 212   0
STATE INCOME TAXES - INCOME 100 0   100
FEDERAL TAX PAYMENT - PRIOR YE 70 70   0
FEDERAL ESTIMATES - PRINCIPAL 192 192   0
FOREIGN TAXES ON QUALIFIED FOR 132 132   0
FOREIGN TAXES ON NONQUALIFIED 17 17   0