Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE KOREIN FOUNDATION 1835-00-44
 
Number and street (or P.O. box number if mail is not delivered to street address)GLENMEDE TRUST CO NA 1650 MARK
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHILADELPHIA, PA19103
A Employer identification number

13-7180474
B Telephone number (see instructions)

(215) 419-6000
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$12,490,807
J 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... 240,241 240,241  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 483,728
b Gross sales price for all assets on line 6a 3,171,439
7 Capital gain net income (from Part IV, line 2)... 483,728
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)....... 86,572 86,572  
12 Total. Add lines 1 through 11........ 810,541 810,541  
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)....... 3,500 0 0 3,500
c Other professional fees (attach schedule).... 81,162 81,162   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 2,942 2,692   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 87,604 83,854 0 3,500
25 Contributions, gifts, grants paid....... 560,000 560,000
26 Total expenses and disbursements. Add lines 24 and 25 647,604 83,854 0 563,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 162,937
b Net investment income (if negative, enter -0-) 726,687
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......... 54,851 344,684 344,684
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).......      
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).......... 8,967,150 8,862,875 12,146,123
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,022,001 9,207,559 12,490,807
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........ 9,022,001 9,207,559
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)..... 9,022,001 9,207,559
30 Total liabilities and net assets/fund balances (see instructions). 9,022,001 9,207,559
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
9,022,001
2
Enter amount from Part I, line 27a .....................
2
162,937
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
22,621
4
Add lines 1, 2, and 3 ..........................
4
9,207,559
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,207,559
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 36. AAON INC   2024-06-03 2024-12-02
b 6. AFLAC CORP.   2022-12-16 2024-06-03
c 120. AFLAC CORP.     2024-12-02
d 53. AT&T INC   2023-11-29 2024-11-22
e 14. ABBVIE INC COM   2024-08-29 2024-11-22
90. ACI WORLDWIDE INC   2024-06-03 2024-12-02
9. ACUITY INC     2024-11-22
8. ADOBE SYS INCORP   2023-06-05 2024-06-03
3. ADOBE SYS INCORP   2023-06-05 2024-12-02
8. AKAMAI TECHNOLOGIES   2023-11-29 2024-02-26
47. AKAMAI TECHNOLOGIES     2024-06-03
37. AKAMAI TECHNOLOGIES   2023-06-05 2024-12-02
100. ALPHABET INC CAP STK CL C   2017-02-22 2024-03-08
150. ALPHABET INC CAP STK CL C   2017-02-22 2024-09-20
37. ALPHABET INC CAP STK CL A     2024-11-22
16. ALPHABET INC CAP STK CL A     2024-11-22
29. ALTRIA GROUP INC     2024-02-26
13. AMAZON.COM INC   2024-02-26 2024-11-22
17. AMAZON.COM INC   2021-05-25 2024-11-22
40000. AMAZON COM INC DTD 12/5/2014 3.8% 12/5/2024   2017-11-21 2024-04-18
100. AMERICAN EXPRESS CO.   2008-08-05 2024-03-08
5. AMERICAN EXPRESS CO.   2024-02-26 2024-08-29
12. AMERICAN EXPRESS CO.   2023-01-09 2024-08-29
100. AMERICAN EXPRESS CO.   2008-08-05 2024-09-20
6. AMERICAN STATES WATER CO   2022-12-16 2024-06-03
11. AMERICAN STATES WATER CO   2022-12-16 2024-12-02
3. AMGEN   2023-09-20 2024-08-29
20. AMGEN     2024-11-22
3. ANSYS INC   2024-06-03 2024-12-02
28. APPLOVIN CORP   2024-06-03 2024-12-02
93. APTARGROUP INC.   2023-12-01 2024-06-03
43. APTARGROUP INC.     2024-12-02
17. AUTOMATIC DATA PROCESSING INC.   2022-09-28 2024-06-03
9. AUTOMATIC DATA PROCESSING INC.   2022-09-28 2024-12-02
17. AVALONBAY COMMUNITIES INC   2023-06-21 2024-02-26
42. AVALONBAY COMMUNITIES INC   2023-06-21 2024-08-29
21. AVNET INC.   2023-12-01 2024-06-03
18. AVNET INC.   2023-12-01 2024-12-02
24. AXCELIS TECHNOLOGIES INC   2024-06-03 2024-12-02
17. AXCELIS TECHNOLOGIES INC   2023-12-01 2024-12-02
90. BJ'S WHOLESALE CLUB HOLDINGS INC     2024-06-03
67. BJ'S WHOLESALE CLUB HOLDINGS INC   2022-12-16 2024-06-03
40000. BANK OF AMERICA CORPORATION DTD 10/21/2016 3.248% 10/21/2027     2024-10-24
31. BELDEN CDT INC   2024-06-03 2024-12-02
331. BGC GROUP INC   2024-06-03 2024-12-02
29. BIOMARIN PHARMACEUTICAL INC   2023-12-01 2024-06-03
21. BIOMARIN PHARMACEUTICAL INC   2022-09-28 2024-06-03
18. BIOGEN IDEC INC   2024-08-29 2024-11-22
20. BLACKROCK INC   2016-05-31 2024-03-08
30. BLACKROCK INC   2016-05-31 2024-09-20
30000. BLACKROCK INC DTD 1/27/2020 2.4% 4/30/2030   2022-02-24 2024-11-04
10639. BLACKROCK STRATEGIC INCOME OPPORTUNITIESDTD 4/1/2021     2024-03-08
5. BOOKING HOLDINGS INC   2016-05-31 2024-03-08
1. BOOKING HOLDINGS INC   2024-08-29 2024-11-22
59. BOSTON PROPERTIES INC   2024-08-29 2024-11-22
44. BOYD GAMING CORP   2024-06-03 2024-12-02
36. BOYD GAMING CORP   2023-12-01 2024-12-02
1637. BRANDYWINE REALTY TRUST   2021-05-25 2024-08-29
33. BRISTOL MYERS SQUIBB CO.   2023-09-20 2024-02-26
5. BRISTOL MYERS SQUIBB CO.   2022-03-11 2024-02-26
220. BRISTOL MYERS SQUIBB CO.   2024-06-03 2024-12-02
35000. BRISTOL MYERS SQUIBB COMPANY DTD 2/27/2017 3.25% 2/27/2027   2019-09-30 2024-11-04
5. BROADRIDGE FINANCIAL SOLUTIONS INC   2023-09-20 2024-02-26
2. BROADRIDGE FINANCIAL SOLUTIONS INC   2022-12-16 2024-06-03
7. BROADRIDGE FINANCIAL SOLUTIONS INC   2022-12-16 2024-12-02
7. BROADCOM INC   2024-08-29 2024-11-22
14. BROWN & BROWN INC   2024-06-03 2024-12-02
99. CBOE GLOBAL MARKETS INC     2024-06-03
4. CDW CORP   2023-12-01 2024-06-03
4. CDW CORP   2022-12-16 2024-06-03
9. CDW CORP     2024-12-02
24. THE CIGNA GROUP   2022-10-06 2024-02-26
13. THE CIGNA GROUP   2023-06-21 2024-08-29
22. THE CIGNA GROUP   2023-06-21 2024-11-22
8. CSW INDUSTRIALS INC COM   2024-06-03 2024-12-02
5. CABLE ONE INC     2024-06-03
9. CADENCE DESIGN SYSTEM   2023-06-05 2024-06-03
5. CADENCE DESIGN SYSTEM     2024-12-02
114. CALIFORNIA WATER SERVICE GRP   2024-06-03 2024-12-02
30000. CATERPILLAR FINANCIAL SERVICES CORP DTD 11/8/2019 2.15% 11/8/20   2019-12-02 2024-11-04
17. CENTENE CORP   2023-11-29 2024-11-22
1. CENTENE CORP   2023-06-21 2024-11-22
6. CHEMED CORPORATION   2024-06-03 2024-12-02
5. CIRRUS LOGIC INC     2024-06-03
25. CITIGROUP INC   2021-12-08 2024-11-22
8. CLOROX CO.   2024-02-26 2024-08-29
2. CLOROX CO.   2022-03-11 2024-08-29
6. CLOROX CO.   2022-03-11 2024-11-22
60. COLGATE PALMOLIVE CO.     2024-02-26
3. COMFORT SYSTEMS USA INC   2024-06-03 2024-12-02
93. COMCAST CORP-CL A     2024-08-29
18. COMCAST CORP-CL A   2022-03-11 2024-08-29
69. COMCAST CORP-CL A     2024-11-22
16. COOPER COMPANIES INC   2023-12-01 2024-06-03
6. COOPER COMPANIES INC   2022-09-28 2024-06-03
42. COOPER COMPANIES INC   2022-09-28 2024-12-02
28. CORE & MAIN INC CL A   2023-12-01 2024-06-03
5. CROWDSTRIKE HLDGS INC CL A   2024-06-03 2024-12-02
9. CROWDSTRIKE HLDGS INC CL A   2023-12-01 2024-12-02
24. DANAHER CORP   2022-09-28 2024-06-03
11. DANAHER CORP   2024-02-26 2024-08-29
5. DANAHER CORP   2024-02-26 2024-11-22
104. DARLING INGREDIENTS INC     2024-02-26
30. DATADOG INC   2024-06-03 2024-12-02
10000. JOHN DEERE CAPITAL CORP. DTD 9/8/2023 5.15% 9/8/2033   2024-04-18 2024-11-04
11. DELL TECHNOLOGIES INC CL C   2022-05-19 2024-08-29
16. DIGITAL REALTY TRUST INC     2024-02-26
78. DOLBY LABORATORIES INC-CL A   2023-12-01 2024-06-03
79. DOLBY LABORATORIES INC-CL A     2024-12-02
112. EDISON INTERNATIONAL     2024-08-29
59. ELECTRONIC ARTS     2024-06-03
23. ELECTRONIC ARTS   2022-12-16 2024-06-03
8. ELECTRONIC ARTS   2022-12-16 2024-12-02
10. ENCORE WIRE CORP   2024-06-03 2024-07-02
3. ENERSYS   2022-09-28 2024-06-03
166. EXELIXIS INC   2023-12-01 2024-06-03
14. EXTREME NETWORKS INC   2023-06-05 2024-06-03
53. FMC CORPORATION (NEW)   2023-06-21 2024-02-26
20. FMC CORPORATION (NEW)     2024-02-26
4. META PLATFORMS INC   2024-02-26 2024-11-22
10. FACTSET RESEARCH SYSTEMS INC   2024-06-03 2024-12-02
35000. FHLB DTD 2/17/2015 2.375% 3/14/2025   2020-03-04 2024-09-10
40000. FHLB DTD 5/8/2018 3.25% 6/9/2028   2019-03-29 2024-10-24
50000. FHLB DTD 11/16/2018 3.25% 11/16/2028   2021-05-14 2024-10-24
30000. FNMA DTD 5/15/1999 6.25% 5/15/2029   2022-11-30 2024-09-10
25000. FNMA DTD 11/3/2000 6.625% 11/15/2030     2024-10-24
50000. FNMA DTD 8/5/2020 0.875% 8/5/2030     2024-10-24
15000. FNMA DTD 8/27/2020 0.375% 8/25/2025   2020-10-30 2024-10-24
50000. FNMA DTD 10/9/2020 0.75% 10/8/2027   2021-09-22 2024-10-24
40000. FNMA DTD 4/26/2016 2.125% 4/24/2026     2024-10-24
35000. FNMA DTD 9/27/2016 1.875% 9/24/2026   2019-06-04 2024-10-24
30000. FNMA DTD 9/8/2014 2.625% 9/6/2024     2024-09-06
25000. FNMA DTD 8/25/2020 0.65% 8/25/2025   2020-09-11 2024-09-10
43. FRONTDOOR INC   2023-12-01 2024-06-03
8. H.B. FULLER CO.   2024-06-03 2024-12-02
56. GE HEALTHCARE TECHNOLOGIES INC   2023-12-01 2024-06-03
53. GE HEALTHCARE TECHNOLOGIES INC   2023-12-01 2024-12-02
6. GARTNER GROUP CLASS A   2024-06-03 2024-12-02
9. GARTNER GROUP CLASS A   2022-09-28 2024-12-02
14. GENERAL MILLS INC.   2023-11-29 2024-02-26
52. GILEAD SCIENCES INC.     2024-02-26
3. GILEAD SCIENCES INC.   2023-11-29 2024-08-29
34. GILEAD SCIENCES INC.   2022-05-19 2024-08-29
9. W W GRAINGER INC   2023-12-01 2024-06-03
1. W W GRAINGER INC   2023-12-01 2024-12-02
181. GROCERY OUTLET HLDG CORP COM     2024-06-03
57. GROCERY OUTLET HLDG CORP COM   2022-12-16 2024-06-03
95. HP INC     2024-08-29
80. HP INC   2021-05-25 2024-08-29
26. HP INC   2024-02-26 2024-11-22
123. HP INC     2024-11-22
179. HAIN CELESTIAL GROUP INC   2023-12-01 2024-06-03
10. HARTFORD FINANCIAL SERVICES GROUP INC   2023-06-21 2024-02-26
227. HEWLETT PACKARD ENTERPRISE CO     2024-02-26
85. HEWLETT PACKARD ENTERPRISE CO   2023-11-29 2024-08-29
52. HEWLETT PACKARD ENTERPRISE CO   2023-06-21 2024-08-29
90. HEWLETT PACKARD ENTERPRISE CO   2023-11-29 2024-11-22
335. HEWLETT PACKARD ENTERPRISE CO     2024-11-22
50. HOME DEPOT INC.   2015-09-11 2024-03-08
10000. THE HOME DEPOT INC DTD 1/7/2021 1.375% 3/15/2031   2023-11-02 2024-11-04
22. HUBBELL INC   2024-06-03 2024-12-02
15. HURON CONSULTING GROUP INC   2023-12-01 2024-06-03
10. IPG PHOTONICS CORP   2023-12-01 2024-06-03
8. IPG PHOTONICS CORP   2022-12-16 2024-06-03
21. IPG PHOTONICS CORP   2022-12-16 2024-12-02
5. ILLINOIS TOOL WORKS   2023-01-09 2024-02-26
17. ILLINOIS TOOL WORKS   2023-01-09 2024-08-29
23. INSIGHT ENTERPRISES INC   2023-12-01 2024-06-03
53. INTEL CORP.     2024-02-26
24. INTEL CORP.   2023-11-29 2024-08-29
247. INTEL CORP.     2024-08-29
16. INTERPUBLIC GROUP COS   2022-09-28 2024-06-03
23. INTERPUBLIC GROUP COS   2022-09-28 2024-12-02
3. INTUITIVE SURGICAL INC   2024-06-03 2024-12-02
51. IONIS PHARMACEUTICALS INC   2023-12-01 2024-06-03
180. IRONWOOD PHARMACEUTICALS INC   2023-12-01 2024-06-03
125. JP MORGAN CHASE & CO   2014-05-12 2024-03-08
125. JP MORGAN CHASE & CO   2014-05-12 2024-09-20
26. JP MORGAN CHASE & CO   2021-05-25 2024-11-22
15000. JPMORGAN CHASE & CO DTD 4/23/2018 4.005% 4/23/2029     2024-11-04
57. JACKSON FINANCIAL INC COM CL A   2024-06-03 2024-12-02
60. JUNIPER NETWORKS INC   2024-06-03 2024-12-02
10. KADANT INC   2024-06-03 2024-12-02
117. KELLOGG CO.   2024-06-03 2024-12-02
113. KROGER CO.     2024-08-29
25. KROGER CO.   2023-03-31 2024-08-29
20. KROGER CO.   2023-11-29 2024-11-22
234. KROGER CO.     2024-11-22
60. LANCASTER COLONY CORP.     2024-06-03
17. LANCASTER COLONY CORP.   2022-12-16 2024-06-03
2. LENNOX INTERNATIONAL INC   2024-06-03 2024-12-02
75. ELI LILLY & CO.   2016-05-31 2024-03-08
7. ELI LILLY & CO.   2024-05-21 2024-08-29
25. ELI LILLY & CO.   2016-05-31 2024-09-20
24000. ELI LILLY & COMPANY DTD 3/5/2015 2.75% 6/1/2025   2018-07-20 2024-11-04
123. LINCOLN NATIONAL CORP IND   2024-06-03 2024-12-02
320. LUCID GROUP INC COM   2024-02-26 2024-08-29
15. M & T BANK CORPORATION   2024-06-03 2024-12-02
26. MSA SAFETY INC   2023-12-01 2024-06-03
78. MSC INDUSTRIAL DIRECT CO-A   2023-12-01 2024-06-03
2. MSCI INC   2024-06-03 2024-12-02
16. MANHATTAN ASSOCIATES INC   2023-12-01 2024-06-03
33. MASTERCARD INC-CL A   2022-09-28 2024-06-03
2. MCKESSON HBOC INC   2023-11-29 2024-08-29
9. MEDPACE HOLDINGS INC   2024-06-03 2024-12-02
39. MERCK & CO INC   2024-06-03 2024-12-02
3. METTLER-TOLEDO INTERNATIONAL   2024-06-03 2024-12-02
2. MICROSOFT CORP.   2023-11-29 2024-02-26
50. MICROSOFT CORP.   2001-05-15 2024-03-08
40000. MICROSOFT CORPORATION DTD 2/6/2017 3.3% 2/6/2027   2021-07-22 2024-10-24
73. MONDELEZ INTL INC CL A     2024-02-26
102. MONDELEZ INTL INC CL A   2023-09-20 2024-11-22
5. MOODY'S CORPORATION   2024-06-03 2024-12-02
7. MUELLER INDS INC.   2024-06-03 2024-12-02
18. NASDAQ STOCK MARKET INC   2024-06-03 2024-12-02
43. NETAPP INC   2022-09-28 2024-06-03
44. NETAPP INC     2024-11-22
6. NETAPP INC   2022-09-28 2024-12-02
60. NEUROCRINE BIOSCIENCES INC   2023-12-01 2024-06-03
74. NEW YORK TIMES CO. CLASS A   2023-12-01 2024-06-03
99. NEW YORK TIMES CO. CLASS A   2022-12-16 2024-06-03
61. GEN DIGITAL INC.   2024-02-26 2024-08-29
7. NVIDIA CORP   2023-11-29 2024-02-26
14. NVIDIA CORP   2021-05-25 2024-02-26
119. NVIDIA CORP   2021-05-25 2024-08-29
22. NVIDIA CORP   2021-05-25 2024-11-22
100. OMNICOM GROUP   2007-08-28 2024-03-08
150. ORACLE CORP   2008-08-05 2024-09-20
20. ORACLE CORP     2024-11-22
85. OPTION CARE HEALTH INC   2023-12-01 2024-06-03
18. ORMAT TECHNOLOGIES INC   2022-08-10 2024-02-26
98. ORMAT TECHNOLOGIES INC     2024-08-29
150. PNC FINANCIAL SERVICES GROUP INC   2012-07-30 2024-09-20
11. PTC INC   2023-12-01 2024-06-03
6. PALO ALTO NETWORKS INC   2023-06-05 2024-06-03
25. PALO ALTO NETWORKS INC   2022-12-16 2024-06-03
48672.566 PAX WORLD HIGH YIELD BOND FUND DTD 5/1/2024   2020-10-23 2024-08-30
14. PAYCHEX INC   2024-06-03 2024-12-02
8. PEPSICO INC.   2021-05-25 2024-11-22
77. PFIZER INC.   2021-05-25 2024-02-26
446. PFIZER INC.     2024-11-22
35. PHILIP MORRIS INTERNATIONAL   2022-05-19 2024-02-26
39. PHILIP MORRIS INTERNATIONAL   2022-05-19 2024-08-29
37. PHILIP MORRIS INTERNATIONAL   2023-11-29 2024-11-22
22. PHILIP MORRIS INTERNATIONAL   2023-09-20 2024-11-22
18. PIPER JAFFRAY COMPANIES   2024-06-03 2024-12-02
321. PLUG POWER INC   2024-02-26 2024-08-29
10. POOL CORPORATION   2023-06-05 2024-06-03
76. PRESTIGE CONSUMER HEALTHCARE INC   2023-12-01 2024-06-03
100. PROCTER & GAMBLE CO.   2003-01-31 2024-03-08
35000. THE PROCTER & GAMBLE COMPANY DTD 8/11/2017 2.85% 8/11/2027   2017-11-21 2024-11-04
54. PROGRESSIVE CORP OHIO     2024-06-03
3. PROGRESSIVE CORP OHIO   2022-12-16 2024-06-03
12. PROGRESSIVE CORP OHIO   2022-12-16 2024-12-02
77. PURE STORAGE INC CL A     2024-06-03
28. QUALCOMM CORP.   2024-02-26 2024-08-29
7. QUALCOMM CORP.   2021-05-25 2024-08-29
43. QUALCOMM CORP.     2024-11-22
50000. QUALCOMM INCORPORATED DTD 5/26/2017 2.9% 5/20/2024   2020-05-20 2024-05-20
5. QUALYS INC COM   2023-12-01 2024-06-03
12. RPM INC.   2024-06-03 2024-12-02
25. REINSURANCE GROUP OF AMERICA   2023-12-01 2024-06-03
39. ROBERT HALF INTL INC   2023-12-01 2024-06-03
10. ROPER INDUSTRIES INC     2024-06-03
23. ROPER INDUSTRIES INC     2024-12-02
6. S&P GLOBAL INC   2024-06-03 2024-12-02
14. H2O AMERICA   2023-06-05 2024-06-03
71. H2O AMERICA     2024-12-02
89. SS&C TECHNOLOGIES HOLDINGS   2023-12-01 2024-06-03
22. SPX TECHNOLOGIES INC   2024-06-03 2024-12-02
9. SAREPTA THERAPEUTICS INC   2023-12-01 2024-06-03
86. SEALED AIR CORP   2024-06-03 2024-12-02
20. SELECTIVE INSURANCE GROUP   2023-12-01 2024-06-03
4. SERVICENOW INC   2024-06-03 2024-12-02
3. SHERWIN WILLIAMS CO.   2021-05-25 2024-02-26
16. SHERWIN WILLIAMS CO.     2024-08-29
53. SHERWIN WILLIAMS CO.     2024-11-22
16. SIMPSON MANUFACTURING CO INC   2024-06-03 2024-12-02
482. SIRIUS XM HOLDINGS INC   2023-06-05 2024-06-03
215. SIRIUS XM HOLDINGS INC   2023-02-24 2024-06-03
39. JM SMUCKER CO/THE-NEW COM WI   2024-06-03 2024-12-02
21. SNAP ON TOOLS CORP.   2023-12-01 2024-06-03
27. SOLAREDGE TECHNOLOGIES INC   2023-06-21 2024-02-26
25. SOLAREDGE TECHNOLOGIES INC   2023-11-29 2024-08-29
234. SONOCO PRODUCTS CO     2024-06-03
35. SPECTRUM BRANDS HOLDINGS INC   2024-06-03 2024-12-02
7. SPLUNK INC COM   2023-11-29 2024-02-26
95. SPLUNK INC COM     2024-03-18
7. SPLUNK INC COM   2022-10-06 2024-03-18
45. SPLUNK INC COM     2024-03-18
11. STARBUCKS CORP.   2022-05-19 2024-11-22
19. STATE STREET CORP     2024-08-29
59. SUNPOWER CORPORATION   2023-03-31 2024-02-26
184. SUNPOWER CORPORATION     2024-02-26
466. SUNRUN INC     2024-08-29
8. TARGET CORP   2024-02-26 2024-11-22
34. TESLA INC   2023-11-29 2024-08-29
33. TESLA INC     2024-08-29
27. TESLA INC   2021-05-25 2024-11-22
7. TOPBUILD CORP   2024-02-26 2024-08-29
7. TOPBUILD CORP   2023-01-09 2024-11-22
30000. TORONTO DOMINION BANK DTD 6/8/2022 4.108% 6/8/2027   2022-06-22 2024-11-04
18. TRADEWEB MKTS INC   2024-06-03 2024-12-02
28. TRINET GROUP INC COM   2023-12-01 2024-06-03
39. UBER TECHNOLOGIES INC   2024-02-26 2024-08-29
9. UNITED RENTALS INC   2024-06-03 2024-12-02
20000. US TREASURY BONDS DTD 8/15/94 DTD 8/15/1994 7.5% 11/15/2024   2018-03-27 2024-02-06
38000. U.S. TREASURY BONDS DTD 2/18/1997 6.625% 2/15/2027   2016-03-04 2024-11-13
30000. UNITED STATES TREASURY NOTES DTD 2/15/2020 1.5% 2/15/2030   2023-08-15 2024-11-08
29000. UNITED STATES TREASURY NOTES DTD 6/15/2022 2.875% 6/15/2025   2024-11-04 2024-12-05
10000. UNITED STATES TREASURY NOTES DTD 6/15/2022 2.875% 6/15/2025   2024-11-04 2024-12-19
10000. UNITED STATES TREASURY NOTES DTD 8/15/2022 2.75% 8/15/2032   2022-09-08 2024-12-04
12000. UNITED STATES TREASURY NOTES DTD 2/15/2023 3.5% 2/15/2033   2023-06-14 2024-11-08
30000. UNITED STATES TREASURY NOTES DTD 2/15/2023 3.5% 2/15/2033   2023-06-14 2024-12-10
40000. UNITED STATES TREASURY NOTES DTD 3/23/2023 3.875% 3/31/2025   2024-09-17 2024-12-18
20000. UNITED STATES TREASURY NOTES DTD 11/15/2023 4.5% 11/15/2033   2024-02-06 2024-11-05
20000. UNITED STATES TREASURY NOTES DTD 8/31/2024 3.625% 8/31/2029   2024-09-10 2024-11-14
10. UNITEDHEALTH GROUP INC   2023-11-29 2024-02-26
8. UNITEDHEALTH GROUP INC   2023-11-29 2024-11-22
31. UNIVERSAL DISPLAY CORP     2024-11-22
84. UNUMPROVIDENT CORP   2023-09-20 2024-02-26
26. UNUMPROVIDENT CORP   2023-06-21 2024-02-27
4. UNUMPROVIDENT CORP   2023-11-29 2024-08-29
16. UNUMPROVIDENT CORP   2023-06-21 2024-08-29
35. UNUMPROVIDENT CORP   2023-11-29 2024-11-22
4. VEEVA SYS INC CL A   2023-06-05 2024-06-03
4. VEEVA SYS INC CL A   2023-06-05 2024-12-02
1. VERALTO CORP   2023-06-21 2024-02-26
35. VERISIGN INC     2024-06-03
8. VERISIGN INC   2023-12-01 2024-12-02
75. VERIZON COMMUNICATIONS     2024-02-26
26. VERIZON COMMUNICATIONS     2024-08-29
68. VERIZON COMMUNICATIONS     2024-11-22
24. VERISK ANALYTICS INC-CLASS A   2024-08-29 2024-11-22
12. VERTIV HOLDINGS CO   2024-06-03 2024-12-02
21. VERTIV HOLDINGS CO   2023-12-01 2024-12-02
2. VISA INC-CLASS A SHARES   2023-12-01 2024-06-03
13. VISA INC-CLASS A SHARES     2024-12-02
9. VIRTUS INVESTMENT PARTNERS   2024-06-03 2024-12-02
7. VISTEON CORP   2022-09-28 2024-06-03
40000. WALMART INC DTD 6/27/2018 3.7% 6/26/2028   2020-04-24 2024-10-24
6. WATERS CORP   2022-09-28 2024-06-03
15. WEST PHARMACEUTICAL SERVICES INC   2023-06-05 2024-06-03
30. YUM BRANDS INC   2023-06-21 2024-02-26
25. YUM BRANDS INC     2024-08-29
29. YUM BRANDS INC   2023-06-21 2024-08-29
16. AON PLC SHS CL A   2023-06-05 2024-06-03
17. AON PLC SHS CL A   2022-09-28 2024-06-03
170. AXALTA COATING SYS LTD   2023-06-05 2024-06-03
75. ACCENTURE PLC   2015-09-11 2024-03-08
4. ACCENTURE PLC   2024-02-26 2024-08-29
152. ROYALTY PHARMA PLC     2024-06-03
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CAPITAL GAIN DIVIDENDS P    
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(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 4,762   2,664 2,098
b 533   414 119
c 13,366   8,277 5,089
d 1,230   863 367
e 2,482   2,740 -258
5,142   3,183 1,959
2,918   1,583 1,335
3,512   3,474 38
1,549   1,303 246
870   926 -56
4,272   5,432 -1,160
3,623   3,472 151
13,699   4,144 9,555
24,572   6,216 18,356
6,106   5,661 445
2,641   1,887 754
1,183   1,476 -293
2,564   2,275 289
3,353   2,757 596
39,574   42,344 -2,770
22,430   3,750 18,680
1,304   1,086 218
3,129   1,815 1,314
26,944   3,750 23,194
438   558 -120
943   1,023 -80
999   816 183
5,896   4,619 1,277
1,051   944 107
9,536   2,316 7,220
13,778   11,914 1,864
7,428   5,088 2,340
4,148   3,943 205
2,754   2,088 666
2,962   3,214 -252
9,368   7,940 1,428
1,147   996 151
1,004   854 150
1,854   2,677 -823
1,313   2,140 -827
7,798   5,783 2,015
5,805   4,582 1,223
38,679   44,564 -5,885
3,841   2,950 891
3,184   2,877 307
2,216   2,680 -464
1,604   1,803 -199
2,862   3,704 -842
16,750   7,272 9,478
27,795   10,908 16,887
26,755   29,028 -2,273
100,326   109,222 -8,896
17,461   6,377 11,084
5,160   3,911 1,249
4,768   4,383 385
3,302   2,374 928
2,701   2,197 504
8,524   21,839 -13,315
1,681   1,951 -270
255   347 -92
13,184   9,192 3,992
34,095   37,487 -3,392
1,010   935 75
399   267 132
1,640   934 706
1,146   1,123 23
1,563   1,245 318
17,323   16,581 742
894   850 44
894   725 169
1,625   1,501 124
8,274   7,053 1,221
4,679   3,574 1,105
7,230   6,048 1,182
3,331   2,040 1,291
1,944   3,811 -1,867
2,575   2,091 484
1,551   966 585
5,760   5,650 110
29,987   30,046 -59
1,027   1,197 -170
60   66 -6
3,398   3,296 102
573   492 81
1,746   1,566 180
1,254   1,217 37
314   264 50
1,018   791 227
5,192   4,937 255
1,469   950 519
3,694   4,148 -454
715   823 -108
3,004   2,624 380
1,515   1,364 151
568   404 164
4,325   2,826 1,499
1,570   1,008 562
1,734   1,544 190
3,121   2,115 1,006
6,273   5,645 628
2,940   2,760 180
1,179   1,255 -76
4,423   8,090 -3,667
4,586   3,281 1,305
10,194   9,909 285
1,234   455 779
2,235   1,944 291
6,301   6,787 -486
6,356   6,733 -377
9,706   7,815 1,891
7,846   7,753 93
3,058   2,800 258
1,328   974 354
2,900   2,886 14
322   182 140
3,639   3,644 -5
158   299 -141
2,779   5,761 -2,982
1,049   2,271 -1,222
2,234   1,938 296
4,894   3,949 945
34,594   37,554 -2,960
38,956   41,864 -2,908
48,582   56,754 -8,172
33,586   33,789 -203
28,258   35,894 -7,636
41,717   48,689 -6,972
14,515   14,912 -397
45,527   49,105 -3,578
38,846   37,913 933
33,602   34,332 -730
30,000   31,294 -1,294
24,181   25,012 -831
1,526   1,487 39
616   628 -12
4,320   3,888 432
4,403   3,679 724
3,102   2,544 558
4,653   2,533 2,120
914   879 35
3,805   4,053 -248
238   225 13
2,702   2,147 555
7,997   7,232 765
1,194   804 390
3,989   5,125 -1,136
1,256   1,734 -478
3,431   2,760 671
2,889   2,572 317
995   754 241
4,707   3,430 1,277
1,393   1,942 -549
957   706 251
3,391   3,867 -476
1,602   1,410 192
980   877 103
1,991   1,492 499
7,409   5,315 2,094
18,720   5,714 13,006
8,170   7,570 600
10,059   8,487 1,572
1,348   1,628 -280
871   973 -102
697   732 -35
1,674   1,921 -247
1,298   1,147 151
4,265   3,899 366
4,534   3,668 866
2,290   2,853 -563
490   1,084 -594
5,048   11,571 -6,523
496   420 76
693   603 90
1,628   1,212 416
1,977   2,634 -657
1,224   1,856 -632
23,565   6,836 16,729
26,252   6,836 19,416
6,465   4,241 2,224
14,595   17,496 -2,901
5,721   4,302 1,419
2,137   2,128 9
4,133   2,799 1,334
9,440   7,008 2,432
5,935   5,277 658
1,313   1,234 79
1,187   874 313
13,882   10,692 3,190
11,124   10,196 928
3,152   3,340 -188
1,335   993 342
57,307   5,644 51,663
6,628   5,641 987
23,128   1,881 21,247
23,731   22,944 787
4,332   4,098 234
1,295   996 299
3,235   2,225 1,010
4,586   4,586  
6,680   7,710 -1,030
1,218   981 237
3,432   3,647 -215
14,625   9,576 5,049
1,117   916 201
3,081   3,505 -424
3,923   5,009 -1,086
3,777   4,198 -421
818   758 60
20,337   134 20,203
39,268   44,644 -5,376
5,361   5,331 30
6,552   7,341 -789
2,487   2,008 479
565   401 164
1,469   1,058 411
5,115   2,740 2,375
5,323   3,213 2,110
740   382 358
8,394   7,028 1,366
3,770   3,506 264
5,044   3,212 1,832
1,629   1,330 299
5,602   3,370 2,232
11,204   2,186 9,018
14,379   1,858 12,521
3,115   343 2,772
9,225   5,015 4,210
25,141   3,219 21,922
3,843   1,338 2,505
2,538   2,572 -34
1,144   1,644 -500
7,287   8,638 -1,351
27,924   8,909 19,015
1,915   1,754 161
1,767   1,361 406
7,362   3,775 3,587
295,442   330,000 -34,558
2,036   1,682 354
1,285   1,182 103
2,088   3,027 -939
11,407   17,489 -6,082
3,159   3,533 -374
4,772   3,937 835
4,832   3,478 1,354
2,873   2,162 711
6,173   3,780 2,393
636   973 -337
3,611   3,274 337
4,859   4,455 404
16,096   4,267 11,829
33,702   34,825 -1,123
11,306   7,436 3,870
628   379 249
3,168   1,518 1,650
4,604   2,124 2,480
4,863   4,397 466
1,216   936 280
6,684   5,615 1,069
50,000   53,806 -3,806
678   940 -262
1,676   1,323 353
5,173   4,087 1,086
2,487   3,252 -765
5,361   4,977 384
13,078   8,742 4,336
3,137   2,576 561
758   1,053 -295
3,918   5,241 -1,323
5,500   5,134 366
3,882   3,000 882
1,118   760 358
3,148   3,403 -255
1,941   2,027 -86
4,194   2,640 1,554
969   856 113
5,795   4,466 1,329
20,545   13,522 7,023
2,973   2,619 354
1,330   1,740 -410
593   946 -353
4,663   4,342 321
5,646   5,877 -231
1,837   6,856 -5,019
629   1,975 -1,346
14,374   13,813 561
3,256   3,092 164
1,089   1,057 32
14,915   12,392 2,523
1,099   557 542
7,065   5,475 1,590
1,122   784 338
1,637   1,605 32
182   824 -642
568   3,269 -2,701
9,570   9,734 -164
1,000   1,203 -203
7,203   8,275 -1,072
6,991   8,007 -1,016
9,566   5,419 4,147
2,779   2,871 -92
2,588   1,182 1,406
29,584   29,558 26
2,420   1,928 492
2,934   3,310 -376
2,845   3,039 -194
7,713   5,738 1,975
20,420   25,870 -5,450
40,065   55,396 -15,331
26,193   25,277 916
28,780   28,750 30
9,934   9,914 20
9,083   9,547 -464
11,345   11,714 -369
28,569   29,285 -716
39,953   39,878 75
20,325   20,620 -295
19,434   20,177 -743
5,265   5,364 -99
4,723   4,291 432
5,237   5,796 -559
4,154   4,153 1
1,280   1,189 91
222   169 53
887   732 155
2,662   1,482 1,180
686   774 -88
910   774 136
87   85 2
6,122   7,752 -1,630
1,540   1,742 -202
2,971   4,174 -1,203
1,075   1,351 -276
2,940   3,384 -444
6,967   6,537 430
1,524   1,153 371
2,668   948 1,720
541   513 28
4,116   3,126 990
2,236   2,070 166
779   808 -29
39,366   46,506 -7,140
1,859   1,637 222
4,931   5,151 -220
4,139   4,117 22
3,399   3,163 236
3,943   3,980 -37
4,500   4,998 -498
4,781   4,680 101
6,096   5,287 809
28,514   7,230 21,284
1,369   1,515 -146
4,078   5,943 -1,865
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
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      174,968
      174,968
      174,968
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      174,968
      174,968
      174,968
      174,968
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      174,968
      174,968
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      174,968
      174,968
      174,968
      174,968
      174,968
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      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
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      174,968
      174,968
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      174,968
      174,968
      174,968
      174,968
      174,968
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      174,968
      174,968
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      174,968
      174,968
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      174,968
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      174,968
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      174,968
      174,968
      174,968
      174,968
      174,968
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      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
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      174,968
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      174,968
      174,968
      174,968
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      174,968
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      174,968
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      174,968
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      174,968
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      174,968
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      174,968
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      174,968
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      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
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      174,968
      174,968
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      174,968
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      174,968
      174,968
      174,968
      174,968
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      174,968
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      174,968
      174,968
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      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
      174,968
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       2,098
b       119
c       5,089
d       367
e       -258
      1,959
      1,335
      38
      246
      -56
      -1,160
      151
      9,555
      18,356
      445
      754
      -293
      289
      596
      -2,770
      18,680
      218
      1,314
      23,194
      -120
      -80
      183
      1,277
      107
      7,220
      1,864
      2,340
      205
      666
      -252
      1,428
      151
      150
      -823
      -827
      2,015
      1,223
      -5,885
      891
      307
      -464
      -199
      -842
      9,478
      16,887
      -2,273
      -8,896
      11,084
      1,249
      385
      928
      504
      -13,315
      -270
      -92
      3,992
      -3,392
      75
      132
      706
      23
      318
      742
      44
      169
      124
      1,221
      1,105
      1,182
      1,291
      -1,867
      484
      585
      110
      -59
      -170
      -6
      102
      81
      180
      37
      50
      227
      255
      519
      -454
      -108
      380
      151
      164
      1,499
      562
      190
      1,006
      628
      180
      -76
      -3,667
      1,305
      285
      779
      291
      -486
      -377
      1,891
      93
      258
      354
      14
      140
      -5
      -141
      -2,982
      -1,222
      296
      945
      -2,960
      -2,908
      -8,172
      -203
      -7,636
      -6,972
      -397
      -3,578
      933
      -730
      -1,294
      -831
      39
      -12
      432
      724
      558
      2,120
      35
      -248
      13
      555
      765
      390
      -1,136
      -478
      671
      317
      241
      1,277
      -549
      251
      -476
      192
      103
      499
      2,094
      13,006
      600
      1,572
      -280
      -102
      -35
      -247
      151
      366
      866
      -563
      -594
      -6,523
      76
      90
      416
      -657
      -632
      16,729
      19,416
      2,224
      -2,901
      1,419
      9
      1,334
      2,432
      658
      79
      313
      3,190
      928
      -188
      342
      51,663
      987
      21,247
      787
      234
      299
      1,010
       
      -1,030
      237
      -215
      5,049
      201
      -424
      -1,086
      -421
      60
      20,203
      -5,376
      30
      -789
      479
      164
      411
      2,375
      2,110
      358
      1,366
      264
      1,832
      299
      2,232
      9,018
      12,521
      2,772
      4,210
      21,922
      2,505
      -34
      -500
      -1,351
      19,015
      161
      406
      3,587
      -34,558
      354
      103
      -939
      -6,082
      -374
      835
      1,354
      711
      2,393
      -337
      337
      404
      11,829
      -1,123
      3,870
      249
      1,650
      2,480
      466
      280
      1,069
      -3,806
      -262
      353
      1,086
      -765
      384
      4,336
      561
      -295
      -1,323
      366
      882
      358
      -255
      -86
      1,554
      113
      1,329
      7,023
      354
      -410
      -353
      321
      -231
      -5,019
      -1,346
      561
      164
      32
      2,523
      542
      1,590
      338
      32
      -642
      -2,701
      -164
      -203
      -1,072
      -1,016
      4,147
      -92
      1,406
      26
      492
      -376
      -194
      1,975
      -5,450
      -15,331
      916
      30
      20
      -464
      -369
      -716
      75
      -295
      -743
      -99
      432
      -559
      1
      91
      53
      155
      1,180
      -88
      136
      2
      -1,630
      -202
      -1,203
      -276
      -444
      430
      371
      1,720
      28
      990
      166
      -29
      -7,140
      222
      -220
      22
      236
      -37
      -498
      101
      809
      21,284
      -146
      -1,865
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 483,728
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 10,101
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 10,101
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 10,101
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 11,087
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 11,087
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 986
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow986 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 arrowN/A
14
The books are in care ofright arrowTHE GLENMEDE TRUST COMPANY NA Telephone no.right arrow (215) 419-6000

Located atright arrow1650 MARKET STREET SUITE 4000PHILADELPHIAPA ZIP+4right arrow191037391
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
 
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)
Yes
 
(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
 
No
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
JONATHAN KOREIN TRUSTEE
1
0    
1650 MARKET ST SUITE 4000
Philadelphia,PA19013
JAMES KOREIN TRUSTEE
1
0    
1650 MARKET ST SUITE 4000
Philadelphia,PA19103
BETH KOREIN TRUSTEE
1
0    
1650 MARKET ST SUITE 4000
Philadelphia,PA19103
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
GLENMEDE TRUST CO N A INVESTMENT AND ACCOU 76,167
1650 MARKET ST STE 4000
PHILADELPHIA,PA19103
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
12,158,695
b
Average of monthly cash balances.......................
1b
360,567
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
12,519,262
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
12,519,262
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
187,789
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
12,331,473
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
616,574
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
616,574
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
10,101
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
10,101
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
606,473
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
606,473
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
606,473
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
563,500
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
563,500
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 7 606,473
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 550,176
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$ 563,500
a Applied to 2023, but not more than line 2a 550,176
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..... 13,324
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
593,149
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).)
JAMES KOREIN
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

Abington Friends School

575 WASHINGTON LANE
Jenkintown,PA19046
NONE PC UNRESTRICTED ANNUAL FUND 3,000

All Hands and Hearts

82 COUNTY RD PMB 79
Mattapoisett,MA02739
NONE PC UNRESTRICTED 5,000

Behind the Book

216 WEST 135TH STREET GROUND FLOOR
New York,NY10030
NONE PC STIPENDS AND 35,000

Center for Civic Policy

625 SILVER AVENUE SW SUITE 320
Albuquerque,NM87102
NONE PC NEW MEXICO DREAM TEAM 5,000

Central Park Conservancy Inc

717 FIFTH AVENUE 5TH FLOOR
New York,NY10022
NONE PC UNRESTRICTED 10,000

CHELTENHAM TOWNSHIP ART CENTRE

439 ASHBOURNE RD
Cheltenham,PA19012
NONE PC UNRESTRICTED 2,500

Count Me In for Women's
Economic Independence
240 CENTRAL PARK SOUTH SUITE 7H
New York,NY10019
NONE PC UNRESTRICTED 40,000

Doctors Without Borders USA

40 RECTOR STREET 16TH FLOOR
New York,NY100061705
NONE PC HUMANITARIAN ASSISTANCE FOR 15,000

DonorsChoose

134 WEST 37TH STREET FLOOR 11
New York,NY10018
NONE PC UNRESTRICTED 80,000

Elysabeth Kleinhans Theatrical
Foundation Inc
59 E 59 THEATERS 59 EAST 59TH ST
New York,NY10022
NONE PF ONGOING OPERATIONS OF 59E59 5,000

Etta Projects

909 NORTH J STREET
Tacoma,WA98403
NONE PC UNRESTRICTED 20,000

Everytown for Gun Safety Support Fund
Inc
PO BOX 3886
New York,NY10163
NONE PC MOMS DEMAND ACTION CAMPAIGN 10,000

Friends of the Wissahickon

40 W EVERGREEN AVENUE SUITE 108
Philadelphia,PA191183324
NONE PC UNRESTRICTED 6,000

The Bail Project

PO BOX 102592
Pasadena,CA911892592
NONE PC UNRESTRICTED 10,000

Global Fund for Women Inc

505 MONTGOMERY STREET 11TH FLOOR
San Francisco,CA94111
NONE PC UNRESTRICTED 10,000

HIAS Inc

1300 SPRING STREET SUITE 500
Silver Spring,MD20910
NONE PC HUMANITARIAN ASSISTANCE FOR 10,000

New York University - Langone Health -
ITCE Account
ONE PARK AVENUE 5TH FLOOR
New York,NY10016
NONE PC REGENERATION OF THE CARDIAC 35,000

Nurse-Family Partnership

1900 GRANT STREET SUITE 400
Denver,CO80203
NONE PC UNRESTRICTED 20,000

Rainforest Alliance Inc

298 5TH AVE 7TH FLOOR
New York,NY100014522
NONE PC SUSTAINABLE DEVELOPMENT IN 5,000

Sacred Earth Foundation

401 EKONE ROAD
Goldendale,WA98620
NONE PC UNRESTRICTED 20,000

Saha Global

151 W 28TH STREET UNIT 7W
New York,NY10001
NONE PC ONGOING OPERATIONS AND 20,000

Smith Memorial Playground and Playhouse

3500 RESERVOIR DRIVE EAST FAIRMOUNT
Philadelphia,PA19121
NONE PC UNRESTRICTED 3,000

Story Pirates Changemakers

35 WEST 35TH STREET SUITE 701
New York,NY10001
NONE PC PROGRAMS FOR UNDERSERVED 30,000

The American Museum of Natural History

CENTRAL PARK WEST AT 79TH STREET
New York,NY100245192
NONE PC WORK IN THE GENOMICS AREA 50,000

Unitarian Universalist Church of Tucson

PO BOX 40782
Tuscon,AZ85717
NONE PC NO MORE DEATHS 5,000

Mosaic Vermont

4 COTTAGE STREET
Barre,VT05641
NONE PC GENERAL CHARITABLE PURPOSES 10,000

PEN American Center Inc

588 BROADWAY SUITE 303
New York,NY10012
NONE PC UNRESTRICTED 20,000

The Regents of the University of CA
UCLA Dept of Emergency Medicine
924 WESTWOOD BOULEVARD SUITE 300
Los Angeles,CA90024
NONE PC PROJECTS OF DAVID SCHRIGER 10,000

William J Brennan Jr Center for
Justice Inc
120 BROADWAY SUITE 1750
New York,NY102710002
NONE PC UNRESTRICTED 20,000

Womens Reproductive Rights
Assistance Project WRRAP
1902A LINCOLN BLVD 1338
Santa Monica,CA904051315
NONE PC UNRESTRICTED 10,000

Food Access LA

1231 N SPRING STREET SUITE C-102
Los Angeles,CA900121838
NONE PC UNRESTRICTED 5,000

QuestBridge

PO BOX 51847
Palo Alto,CA94303
NONE PC UNRESTRICTED 5,000

Rock to the Future

1201 N 3RD STREET 283
Philadelphia,PA19122
NONE PC UNRESTRICTED 5,500

All Hands and Hearts

82 COUNTY RD PMB 79
Mattapoisett,MA02739
NONE PC HURRICANE RELIEF IN NORTH 5,000

Urban Justice Center

40 RECTOR STREET 9TH FLOOR
New York,NY100061705
NONE PC STREET VENDOR PROJECT 5,000

World Central Kitchen Inc

200 MASSACHUSETTS AVE NW 7TH FLOO
Washington,DC20001
NONE PC UNRESTRICTED 10,000
Total .................................right arrow 3a 560,000
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 ....     14 240,241  
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 .....     14 86,572  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 483,728  
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) ..   810,541  
13Total. Add line 12, columns (b), (d), and (e)..................
13
810,541
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE KOREIN FOUNDATION 1835-00-44
EIN:
13-7180474
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 3,500     3,500

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 ExpenditureResponsibilityStmt
Name:
THE KOREIN FOUNDATION 1835-00-44
EIN:
13-7180474
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
Elysabeth Kleinhans Theatrical Foun
 
59 East 59th Street
New York,NY10022
2024-11-01 5,000 Ongoing operations of 59E59 Theaters   NONE 3/18/2025 2024-12-31 NO REASON TO DOUBT ITS ACCURACY OR RELIABILITY

TY 2024 OtherIncomeSchedule2
Name:
THE KOREIN FOUNDATION 1835-00-44
EIN:
13-7180474
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP INCOME 86,572 86,572  


TY 2024 OtherIncreasesSchedule
Name:
THE KOREIN FOUNDATION 1835-00-44
EIN:
13-7180474
Description Amount
COST BASIS ADJUSTMENT 22,621


TY 2024 OtherProfessionalFeesSchedule
Name:
THE KOREIN FOUNDATION 1835-00-44
EIN:
13-7180474
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CUSTODIAN & MANAGEMENT FEES (A 72,667 72,667    
OTHER EXPENSE (NON-DEDUCTIBLE 8,495 8,495    


TY 2024 TaxesSchedule
Name:
THE KOREIN FOUNDATION 1835-00-44
EIN:
13-7180474
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 498 498   0
FEDERAL TAX PAYMENT - PRIOR YE 250 0   0
FOREIGN TAXES ON QUALIFIED FOR 1,899 1,899   0
FOREIGN TAXES ON NONQUALIFIED 295 295   0