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
Opus Prize Foundation
C/O Adler Trust Company
Number and street (or P.O. box number if mail is not delivered to street address)101 S Phillips Ave 508
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Sious Falls, SD57104
A Employer identification number

46-0434399
B Telephone number (see instructions)

(952) 656-4800
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$38,799,016J 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 45,627 45,627  
4 Dividends and interest from securities... 472,101 472,101  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,375,474
b Gross sales price for all assets on line 6a 3,375,474
7 Capital gain net income (from Part IV, line 2)... 4,136,914
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,290,542 413,371  
12 Total. Add lines 1 through 11........ 5,183,744 5,068,013  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
22,000 0   22,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
161,228 58,000   95,563
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
78,696 769   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 49,305 0   49,305
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
96,094 492,622   95,840
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 407,323 551,391   262,708
25 Contributions, gifts, grants paid....... 1,370,000 1,370,000
26 Total expenses and disbursements. Add lines 24 and 25 1,777,323 551,391   1,632,708
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,406,421
b Net investment income (if negative, enter -0-) 4,516,622
c Adjusted net income (if negative, enter -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......... 677,295 1,488,627 1,488,627
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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 arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........   10,851 10,851
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 0 Click to see attachment
List of Attached Documents:
// Content
17,406,442 		17,406,442
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).......... 36,299,261 Click to see attachment
List of Attached Documents:
// Content
19,893,096 		19,893,096
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) 36,976,556 38,799,016 38,799,016
Liabilities 17 Accounts payable and accrued expenses..........   7,773
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 7,773
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 36,976,556 38,791,243
29 Total net assets or fund balances (see instructions)..... 36,976,556 38,791,243
30 Total liabilities and net assets/fund balances (see instructions). 36,976,556 38,799,016
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
36,976,556
2
Enter amount from Part I, line 27a .....................
2
3,406,421
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
40,382,977
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,591,734
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
38,791,243
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 Capital Gain Distribution From Partnerships P    
b Capital Gain Distribution From Partnerships P    
c Publicly Traded Securities      
d
e
(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     1,599 -1,599
b 763,039     763,039
c 3,375,474     3,375,474
d
e
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       -1,599
b       763,039
c       3,375,474
d
e
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 4,136,914
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 62,781
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 62,781
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 62,781
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 33,678
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 53,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 86,678
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 1,123
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 22,774
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow22,774 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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 arrowSD
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 arrowAdler Management Telephone no.right arrow (952) 656-4800

Located atright arrow10350 Bren Road WestMinnetonkaMN ZIP+4right arrow55343
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)
Yes
 
(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)
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
Kristine Rauenhorst Chair/Director
1.00 		0 0 0
10350 Bren Road West
Minnetonka,MN55343
Michael Rauenhorst Vice Chair/Director
1.00 		0 0 0
10350 Bren Road West
Minnetonka,MN55343
Tammy Crosby Vice President
1.20 		5,670 2,053 0
10350 Bren Road West
Minnetonka,MN55343
Carol Slatter Vice President
0.35 		1,572 387 0
10350 Bren Road West
Minnetonka,MN55343
Nat Robinson Treasurer/Director
1.00 		0 0 0
10350 Bren Road West
Minnetonka,MN55343
Judy Doerr Secretary/Director
1.00 		0 0 0
10350 Bren Road West
Minnetonka,MN55343
Katie Scharfbillig Tax Officer
2.00 		7,425 2,362 0
10350 Bren Road West
Minnetonka,MN55343
Julie Goldman Officer In Training
1.00 		0 0 0
10350 Bren Road West
Minnetonka,MN55343
Sr Eneless Chimbali Director
1.00 		0 0 0
10350 Bren Road West
Minnetonka,MN55343
Sr Annette McDermott Director
1.00 		0 0 0
10350 Bren Road West
Minnetonka,MN55343
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
Daniel McGinty Executive Director Services 94,460
8074 SW Raleigh Ct
Portland,OR97223
Adler Management LLC Accounting, Administrative and Investment Services 80,000
10350 Bren Road West
Minnetonka,MN55343
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 arrow0
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
20,294,239
b
Average of monthly cash balances.......................
1b
931,624
c
Fair market value of all other assets (see instructions)................
1c
17,671,014
d
Total (add lines 1a, b, and c).........................
1d
38,896,877
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
38,896,877
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
583,453
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
38,313,424
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,915,671
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
1,915,671
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
62,781
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
34,598
c
Add lines 2a and 2b............................
2c
97,379
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,818,292
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,818,292
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
1,818,292
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
1,632,708
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,632,708
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 1,818,292
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 1,487,704
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,632,708
a Applied to 2023, but not more than line 2a 1,487,704
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..... 145,004
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 .......... 		1,673,288
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....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
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 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

Thrive for Life Prision Project Inc

30 W 16th Street
New York,NY10011 		None PC General Operations 100,000

Xavier University of Louisiana

1 Drexel Dr
New Orleans,LA70125 		None PC Hosting Opus Prize Ceremony 90,000

Centre for Women Studies and Intervention

PO Box 4686 Garki - 90001
Abuja    
NI 		None NC-Expenditure Respo Honoree Sister Uti Francisca Ngozi 1,000,000

Jesuit Refugee Service Romania

Maior Ilie Opris Street Sector 4
Bucharest   041378
RO 		None NC-Expenditure Respo Honoree Catalin and Bianca Albu 100,000

Eagle Valley Land Trust

PO Box 3016 Suite 205
Edwards,CO81632 		None PC General Operations 10,000

Foundations and Donors Interested in Catholic Activites

PO Box 33667
Washington,DC20033 		None PC CEAMA Sister Laura 5,000

Homework House

54 North Summer St
Holyoke,MA01040 		None PC General Operations 5,000

Sisters of St Joseph of Springfield

577 Carew St
Springfield,MA01104 		None PC Dear Neighbor Fund 2,500

The Gray House

22 Sheldon St
Springfield,MA01107 		None PC 50% General Operations and 50% Food 6,000

Marianas Alliance for Growth of Islanders

38 SW Horton Way
Beaverton,OR97006 		None PC Marianas Festival 10,000

Edina Crime Prevention Fund

4801 W 50th St
Minneapolis,MN55424 		None PC General Operations 10,000

College of Our Lady of the Elms

291 Springfield St
Chicopee,MA01013 		None PC First Year Encounter Scholarships 1,500

TeamLift Inc

901 Farnam St Apt 468
Omaha,NE68102 		None PC General Operations 15,000

Servants of the Blessed Virgin Mary

PO Box 5511
Lilongwe    
MI 		None NC-Expenditure Respo Security fence and water tank 15,000
Total .................................right arrow 3a 1,370,000
bApproved for future payment
Total ................................. right arrow 3b 0
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 ........... 		    14 45,627  
4 Dividends and interest from securities ....     14 472,101  
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 ..... 525990 263,145 18 1,027,397  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 3,375,474  
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) .. 263,145 4,920,599 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
5,183,744
(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:
Opus Prize Foundation
 
C/O Adler Trust Company
EIN:
46-0434399
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Accounting Fees 22,000 0   22,000

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

TY 2024 ExpenditureResponsibilityStmt
Name:
Opus Prize Foundation
 
C/O Adler Trust Company
EIN:
46-0434399
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
Centre for Women Studies and Intervention
  		PO Box 4686 Garki
Abuja   90001
NI 		2024-12-02 1,000,000 Honorees: Sister Uti Francisca Ngozi with Centre for Women Studies and Intervention (CWSI) charitable mission and activities (Nigeria). 0 None 06/30/2025   Opus Prize Foundation reviewed the Grant Report noted above but did not undertake any verification of the grantee's reports as there has not been any reason to doubt their accuracy or reliability (Reg. 53.4945-5(c)).
Servants of the Blessed Virgin Mary Sisters
  		PO Box 5501
Limbe    
MI 		2024-12-13 15,000 To construct a security fence and purchase a water tank at the Servants of the Blessed Virgin Mary Sisters house in Lilongwe, Malawi. 0 None 07/08/2025   Opus Prize Foundation reviewed the Grant Report noted above but did not undertake any verification of the grantee's reports as there has not been any reason to doubt their accuracy or reliability (Reg. 53.4945-5(c)).
Jesuit Refugee Service Romania
  		Maior Ilie Opris Street Sector 4
Bucharest   041378
RO 		2024-12-16 100,000 Honorees: Catalin and Bianca Albu with Jesuit Refugee Service (JRS) Romania charitable mission and activities. 0 None 06/25/2025   Opus Prize Foundation reviewed the Grant Report noted above but did not undertake any verification of the grantee's reports as there has not been any reason to doubt their accuracy or reliability (Reg. 53.4945-5(c)).
Interfaith Mediation Centre
  		12 Constitution Road by Abubakar
Kogi Road
Kaduna    
NI 		2022-12-21 100,000 Honorees: Imam (Dr) Muhammad Ashafa and Pastor (Dr) James Wuye Interfaith Mediation Centre charitable mission and activities (Nigeria). 95,413 None 07/29/2025   Opus Prize Foundation reviewed the Grant Report noted above but did not undertake any verification of the grantee's reports as there has not been any reason to doubt their accuracy or reliability (Reg. 53.4945-5(c)).

TY 2024 GeneralExplanationAttachment
Name:
Opus Prize Foundation
 
C/O Adler Trust Company
EIN:
46-0434399
Identifier Return Reference Explanation
  Form 990-PF, Part VII, Line 1: Compensation reported on Form 990-PF, Part VII, for Tammy Crosby, Carol Slatter and Katie Scharfbillig represents a portion of their compensation paid by Adler Management LLC, an unrelated organization. These individuals spend a portion of their time providing services to Opus Prize Foundation and the amounts listed represent time specific to Opus Prize Foundation. Opus Prize Foundation has an agreement with Adler Management for management and philanthropy services. The total amount paid to Adler Management LLC during 2024 was $80,000.

TY 2024 InvestmentsCorpStockSchedule
Name:
Opus Prize Foundation
 
C/O Adler Trust Company
EIN:
46-0434399
Name of Stock End of Year Book Value End of Year Fair Market Value
Aia Group Ltd F Sponsored Adr 1 Adr Reps 4 Ord Shs 43,864 43,864
Apple Inc. 876,971 876,971
Abb Ltd F Sponsored Adr 1 Adr Reps 1 Ord Shs 21,162 21,162
Abbvie Inc. 76,411 76,411
Abbott Laboratories 101,347 101,347
Aecom 22,325 22,325
Accenture Plc Class A 88,651 88,651
Adobe Systems Incorporated 62,700 62,700
Analog Devices, Inc. 23,583 23,583
Archer Daniels Midland Company 10,559 10,559
Automatic Data Processing 19,613 19,613
Koninklijke Ahold Delh F Sponsored Adr 1 Adr Reps 1 Ord Shs 50,026 50,026
Autodesk, Inc. 28,375 28,375
Agco Corp Del 8,881 8,881
Assurant Inc. 25,800 25,800
Ajinomoto Inc F Sponsored Adr 1 Adr Reps 1 Ord Shs 8,988 8,988
Akamai Technologies Inc 25,252 25,252
Albemarle Corp 16,613 16,613
Allianz SE Unsponsored ADR 36,343 36,343
Alstom SA Unsponsored ADR 8,637 8,637
Amadeus It Group S A F Sponsored Adr 1 Adr Reps 1 Ord Shs 54,386 54,386
Applied Materials, Inc. 44,561 44,561
Advanced Micro Devices Inc 61,844 61,844
Amgen, Inc. 30,234 30,234
Amazon.com, Inc. 454,357 454,357
Arista Networks Inc 27,854 27,854
Abercrombie & Fitch Co Class A 8,669 8,669
Anta Sports Prods Ltd F Sponsored Adr 1 Adr Reps 25 Ord Shs 12,410 12,410
Ansys Inc 11,132 11,132
Aena Sme S A F Unsponsored Adr 1 Adr Reps 0.1 Ord Shs 32,248 32,248
Anz Group Hldgs Ltd F Unsponsored Adr 1 Adr Reps 1 Ord Shs 76,815 76,815
Apollo Global Mgmt Inc N 9,414 9,414
Applovin Corp Class A 10,363 10,363
Aptiv PLC 9,012 9,012
Assicurazioni Generali F Sponsored Adr 1 Adr Reps 0.5 Ord Shs 9,567 9,567
Asics Corp F Sponsored Adr 1 Adr Reps 1 Ord Shs 9,018 9,018
ASML Holding NV 82,477 82,477
Grupo Aeroportuario De F Sponsored Adr 1 Adr Reps 10 Ord Shs 8,502 8,502
Ase Technology Hldg Co F Unsponsored Adr 1 Adr Reps 2 Ord Shs 35,950 35,950
Advantest Corp. Sponsored ADR 11,207 11,207
Atlas Copco Ab F Sponsored Adr 1 Adr Reps 1 Ord Shs 21,727 21,727
Avalonbay Cmntys Inc Reit 23,757 23,757
Broadcom Inc. 248,996 248,996
Avnet Inc. 8,685 8,685
American Water Works Co. Inc. 53,780 53,780
Axa Sa F Sponsored Adr 1 Adr Reps 1 Ord Shs 10,247 10,247
Axovant Sciences Ltd. 13,669 13,669
American Express Company 70,042 70,042
Astrazeneca PLC Sponsored ADR 48,616 48,616
Boeing Company, The 29,736 29,736
Alibaba Group Hldg Ltd F Sponsored Adr 1 Adr Reps 8 Ord Shs 37,308 37,308
Bank of America Corporation 102,755 102,755
Bae Sys Plc F Sponsored Adr 1 Adr Reps 4 Ord Shs 12,289 12,289
Booz Allen Hamilton Hldg Class A 10,296 10,296
Ball Corp 13,617 13,617
Best Buy Co., Inc. 27,542 27,542
BCE Inc. 19,518 19,518
Boliden AB Unsponsored ADR 11,289 11,289
Becton, Dickinson and Co. 18,376 18,376
Brookfield Renew Cor F Class A 8,713 8,713
Bunge Limited 13,997 13,997
BOC Hong Kong (Holdings) Limited Sponsored ADR 9,995 9,995
Bhp Group Ltd F Sponsored Adr 1 Adr Reps 2 Ord Shs 27,003 27,003
Baidu Inc Sponsored ADR Class A 15,850 15,850
Biogen Inc. 39,912 39,912
Bilibili Inc F Unsponsored Adr 1 Adr Reps 1 Ord Shs 9,816 9,816
Booking Holdings Inc. 59,621 59,621
Baker Hughes Co. Class A 42,087 42,087
Bank of Montreal 22,807 22,807
Bristol Myers Squibb Co. 29,242 29,242
Bank Nova Scotia F 99,973 99,973
B3 S A - Brasil Bolsa F Unsponsored Adr 1 Adr Reps 3 Ord Shs 28,408 28,408
Brf Sa F Sponsored Adr 1 Adr Reps 1 Ord Shs 8,787 8,787
Brixmor Ppty Group Inc Reit 16,203 16,203
Banco Santander Chile F Sponsored Adr 1 Adr Reps 400 Ord Shs 16,842 16,842
Boston Scientific Corporation 41,802 41,802
British Amern Tob Plc F Unsponsored Adr 1 Adr Reps 1 Ord Shs 18,269 18,269
Burlington Stores Inc 8,552 8,552
Brambles Ltd F Sponsored Adr 1 Adr Reps 2 Ord Shs 30,682 30,682
Citigroup Inc. 69,334 69,334
Cae Inc F 21,903 21,903
Cardinal Health, Inc. 32,879 32,879
Carrier Global Corporation 41,707 41,707
Caterpillar Inc. 54,414 54,414
Cbre Group Inc Class A 42,801 42,801
Coca-Cola Europacific F 22,889 22,889
Cameco Corp 22,869 22,869
Cadence Design Systems, Inc. 15,323 15,323
Compagnie Financiere R F Unsponsored Adr 1 Adr Reps 0.1 Ord Shs 49,183 49,183
Capgemini SE 18,989 18,989
Cochlear Ltd F Sponsored Adr 1 Adr Reps 0.5 Ord Shs 14,155 14,155
Chugai Pharmaceuticals F Sponsored Adr 1 Adr Reps 0.5 Ord Shs 8,920 8,920
C H Robinson Worldwide I 8,886 8,886
Cigna Corporation 52,743 52,743
Bancolombia S.A. Sponsored ADR Pfd 14,684 14,684
Colgate-Palmolive Company 90,819 90,819
Cellnex Telecom S A F Unsponsored Adr 1 Adr Reps 0.5 Ord Shs 27,127 27,127
Clorox Company, The 40,440 40,440
Canadian Imperial Bk C F 15,934 15,934
Comcast Corporation 8,782 8,782
CME Group Inc. 8,593 8,593
Chipotle Mexican Grill Inc. 14,050 14,050
Cummins Inc 23,008 23,008
Compass Group Plc F Sponsored Adr 1 Adr Reps 1 Ord Shs 73,999 73,999
Commonwealth Bank of Australia Sponsored ADR 93,173 93,173
Centene Corp 10,602 10,602
Coinbase Global Inc Class A 8,194 8,194
Costco Wholesale Corporation 28,404 28,404
salesforce.com, inc. 113,672 113,672
Crowdstrike Hldgs Inc Class A 8,212 8,212
Cisco Systems, Inc. 71,336 71,336
Cognizant Technology Solutions 29,068 29,068
Corteva Inc 21,873 21,873
CVS Caremark Corporation 8,933 8,933
Chevron Corporation 65,757 65,757
Danone F Sponsored Adr 1 Adr Reps 0.2 Ord Shs 15,867 15,867
Doordash Inc Class A 11,239 11,239
Dassault Systemes SE Sponsored ADR 8,851 8,851
Dbs Group Hldgs Ltd F Sponsored Adr 1 Adr Reps 4 Ord Shs 16,901 16,901
Deere & Company 26,269 26,269
Deckers Outdoor 34,728 34,728
Dell Inc. 21,550 21,550
Diageo Plc F Sponsored Adr 1 Adr Reps 4 Ord Shs 54,539 54,539
Danaher Corporation 79,424 79,424
Walt Disney Company, The 21,602 21,602
Daikin Inds Ltd F Sponsored Adr 1 Adr Reps 0.1 Ord Shs 9,110 9,110
DNB Bank ASA Sponsored ADR 64,078 64,078
Orsted A/S F Unsponsored Adr 0.333333333333 Ord Shs 11,198 11,198
Dsv A/S F Sponsored Adr 1 Adr Reps 0.5 Ord Shs 9,770 9,770
Dsm-Firmenich Ag F Unsponsored Adr 1 Adr Reps 0.1 Ord Shs 8,958 8,958
Daiichi Sankyo Co Ltd F Sponsored Adr 1 Adr Reps 1 Ord Shs 9,497 9,497
Deutsche Telekom Ag F Sponsored Adr 1 Adr Reps 1 Ord Shs 79,998 79,998
Devon Energy Corporation 9,394 9,394
EBAY Inc 21,063 21,063
Ecolab Inc. 125,596 125,596
Edison Intl 22,196 22,196
EOG Resources, Inc. 34,322 34,322
Equinor Asa F Sponsored Adr 1 Adr Reps 1 Ord Shs 93,883 93,883
Embraer-Empresa Brasileir de A 8,950 8,950
Eversource Energy 67,595 67,595
Eisai Co., Ltd. Unsponsored ADR 13,938 13,938
Eaton Corporation 43,807 43,807
Exlservice Hldgs Inc 8,743 8,743
Facebook Inc. 292,755 292,755
Fti Consulting Inc 12,615 12,615
Freeport-McMoRan Copper & Gold 20,830 20,830
FactSet Research Systems Inc. 12,968 12,968
Ferguson Enterprises Inc 10,761 10,761
Fiserv Inc 21,569 21,569
Fifth Third Bancorp 8,752 8,752
Fujitsu Limited Unsponsored ADR 37,807 37,807
Fluor Corporation (NEW) 8,680 8,680
Flutter Entmt Plc F 13,181 13,181
Fmc Corp 21,437 21,437
Franco Nev Corp F 12,229 12,229
Fast Retailing Co Ltd F Sponsored Adr 1 Adr Reps 0.1 Ord Shs 45,212 45,212
Fortescue Metals Group F Sponsored Adr 1 Adr Reps 2 Ord Shs 25,245 25,245
Fortinet Inc. 11,621 11,621
Fujifilm Hldgs Corp F Sponsored Adr 1 Adr Reps 0.5 Ord Shs 18,491 18,491
Godaddy Inc. 20,921 20,921
General Electric Company 55,875 55,875
GE Healthcare Technologies Inc 9,382 9,382
Geely Automobile Hldgs F Sponsored Adr 1 Adr Reps 20 Ord Shs 22,841 22,841
Gen Digital Inc 28,284 28,284
Gilead Sciences, Inc. 42,583 42,583
Galp Energia Sgps Sa F Sponsored Adr 1 Adr Reps 0.5 Ord Shs 13,645 13,645
General Motors Corporation 22,959 22,959
Alphabet Inc. Class A 449,777 449,777
Genuine Parts Co 8,991 8,991
Global Payments Inc. 8,853 8,853
Goldman Sachs Group, Inc. 18,324 18,324
Givaudan SA Unsponsored ADR 30,477 30,477
Grainger W W Inc 39,000 39,000
Hasbro, Inc. 19,736 19,736
Home Depot, Inc., The 51,736 51,736
Henkel Ag & Co Kgaa F Sponsored Adr 1 Adr Rep 0.25 Ord Shs 8,890 8,890
Hermes Intl Sca F Sponsored Adr 1 Adr Reps 0.1 Ord Shs 23,903 23,903
Hartford Financial Services 83,472 83,472
Robinhood Mkts Inc Class A 9,762 9,762
Hewlett Packard Enterprise Co. 18,062 18,062
Hewlett-Packard Company 29,106 29,106
Hsbc Hldgs Plc F Sponsored Adr 1 Adr Reps 5 Ord Shs 66,919 66,919
Hershey Co 33,870 33,870
Hitachi Ltd Sponsored ADR 44,860 44,860
Hubspot Inc 8,361 8,361
International Business Machs 34,953 34,953
Industrial & Coml Bk C F Sponsored Adr 1 Adr Reps 20 Ord Shs 19,601 19,601
Industria de Diseno Textil, S.A. Unsponsored ADR 18,418 18,418
International Flavors & Fragra 41,345 41,345
Imperial Brands Plc F Sponsored Adr 1 Adr Reps 1 Ord Shs 21,602 21,602
Infosys Limited Sponsored ADR 69,026 69,026
Ing Groep Adr Rep 1 Or F Sponsored Adr 1 Adr Reps 1 Ord Shs 15,686 15,686
Intel Corporation 38,877 38,877
Intuit Inc. 45,881 45,881
Interpublic Grp Cos 9,415 9,415
Ingersoll-Rand Company Limited 47,311 47,311
Iron Mountain, Inc. 25,647 25,647
Intuitive Surgical, Inc. 33,927 33,927
Itochu Corp F Sponsored Adr 1 Adr Reps 2 Ord Shs 53,912 53,912
Illinois Tool Works Inc. 12,171 12,171
Jacobs Solutions Inc 17,237 17,237
Johnson Controls, Inc. 39,307 39,307
JD.com, Inc. Sponsored ADR Class A 27,320 27,320
Janus Henderson Group F 9,314 9,314
Johnson & Johnson Co. 208,542 208,542
Juniper Networks Inc 23,294 23,294
JPMorgan Chase & Co. 157,250 157,250
KB Financial Group, Inc. (ADR) 33,912 33,912
KBC Group N.V. Unsponsored ADR 27,462 27,462
Kbr Inc 8,979 8,979
Keurig Dr Pepper Inc 11,114 11,114
Keysight Technologies Inc 33,250 33,250
Komatsu Ltd F Sponsored Adr 1 Adr Reps 1 Ord Shs 11,474 11,474
Coca-Cola Company, The 125,890 125,890
Kroger Co., The 24,949 24,949
Leidos Hldgs Inc 8,788 8,788
Lear Corporation 8,902 8,902
Longfor Group Hldgs Lt F Sponsored Adr 1 Adr Reps 10 Ord Shs 8,457 8,457
Legal & Gen Group Plc F Sponsored Adr 1 Adr Reps 5 Ord Shs 26,835 26,835
Li Auto, Inc. Sponsored ADR Class A 8,468 8,468
Eli Lilly & Co. 155,944 155,944
Lockheed Martin Corporation 8,747 8,747
London Stk Exchange Gr F Sponsored Adr 1 Adr Rep 0.25 Ord Shs 40,401 40,401
Lenovo Group Limited Sponsored ADR 26,291 26,291
Lpl Finl Hldgs Inc 15,019 15,019
Lam Research Corporation 46,733 46,733
LOreal S.A.Unsponsored ADR 60,553 60,553
Lvmh Moet Hennessy Lou F Sponsored Adr 1 Adr Reps 0.2 Ord Shs 39,207 39,207
Lloyds Banking Group P F Sponsored Adr 1 Adr Reps 4 Ord Shs 9,784 9,784
Mastercard Incorporated Class A 158,498 158,498
Marubeni Corp F Sponsored Adr 1 Adr Reps 10 Ord Shs 33,521 33,521
Mercedes Benz Group Ag F Unsponsored Adr 1 Adr Rep 0.25 Ord Shs 30,957 30,957
McKesson Corporation 28,496 28,496
Moody's Corporation 99,881 99,881
Mondelez Intl Inc Class A 47,306 47,306
Medtronic, Inc. 80,359 80,359
Mercadolibre Inc 10,203 10,203
MetLife, Inc. 48,473 48,473
Manulife Finl Corp F 59,025 59,025
Mizuho Finl Group Inc F Sponsored Adr 1 Adr Reps 0.2 Ord Shs 41,785 41,785
Mitsubishi Elec Corp F Sponsored Adr 1 Adr Reps 2 Ord Shs 8,912 8,912
Mitsubishi Estate Ltd F Sponsored Adr 1 Adr Reps 1 Ord Shs 20,754 20,754
Mitsui & Co Ltd F Sponsored Adr 1 Adr Reps 20 Ord Shs 41,646 41,646
3M Company 20,009 20,009
Miniso Group Hldg Ltd F Sponsored Adr 1 Adr Reps 4 Ord Shs 8,529 8,529
Altria Group, Inc. 91,246 91,246
Mosaic Company, The 14,674 14,674
Marathon Petroleum Corporation 17,159 17,159
Meituan Unsponsored ADR Class B RegS 24,761 24,761
Macquarie Group Ltd F Sponsored Adr 1 Adr Reps 1 Ord Shs 12,973 12,973
Merck & Co., Inc. 105,548 105,548
Marvell Technology Inc 27,392 27,392
Morgan Stanley 15,715 15,715
Microsoft Corporation 683,252 683,252
Motorola Solutions Inc 25,885 25,885
Mtu Aero Engines Hldgs F Sponsored Adr 1 Adr Reps 0.5 Ord Shs 25,515 25,515
Munich Re Group F Sponsored Adr 1 Adr Rep 0.02 Ord Shs 27,555 27,555
Ntnl Australia Bk Ltd F Sponsored Adr 1 Adr Reps 0.5 Ord Shs 30,202 30,202
Nasdaq, Inc. 56,282 56,282
Newmont Corp 8,747 8,747
Netflix Inc. 81,110 81,110
NIO Inc. Sponsored ADR Class A 8,306 8,306
New Jersey Res Corp 15,161 15,161
Nomura Holdings, Inc. Sponsored ADR 13,832 13,832
Northrop Grumman Corporation 29,565 29,565
Nokia Corporation (ADR) 26,332 26,332
Servicenow Inc. 48,766 48,766
Naspers Ltd F Sponsored Adr 1 Adr Reps 0.2 Ord Shs 21,925 21,925
Nomura Resh Inst Ltd F Unsponsored Adr 1 Adr Reps 1 Ord Shs 20,008 20,008
Nissan Mtr Ltd F Sponsored Adr 1 Adr Reps 2 Ord Shs 7,770 7,770
Network Appliance, Inc. 26,234 26,234
Netease Inc F Sponsored Adr 1 Adr Reps 5 Ord Shs 8,653 8,653
Northern Trust Corporation 17,323 17,323
Nippon Teleg & Tel Cor F Sponsored Adr 1 Adr Reps 25 Ord Shs 12,409 12,409
NVIDIA Corporation 754,023 754,023
Novo Nordisk A/S Sponsored ADR Class B 71,053 71,053
Novartis AG Sponsored ADR 63,446 63,446
NXP Semiconductors NV 14,965 14,965
Omega Healthcare Invs In Reit 8,857 8,857
Omnicom Group Inc. 75,371 75,371
Orange F Sponsored Adr 1 Adr Reps 1 Ord Shs 12,369 12,369
Oracle Corporation 26,496 26,496
Ovintiv Inc 22,478 22,478
Palo Alto Networks 16,922 16,922
Paychex Inc 8,834 8,834
Panasonic Hldgs Corp F Unsponsored Adr 1 Adr Reps 1 Ord Shs 15,273 15,273
Pdd Holdings Inc F Unsponsored Adr 1 Adr Reps 4 Ord Shs 8,729 8,729
PepsiCo, Inc. 47,291 47,291
Pfizer Inc. 45,128 45,128
Koninklijke Philips Electronic 21,395 21,395
Pinterest Inc Class A 8,671 8,671
Prologis Inc. REIT 52,850 52,850
Palantir Technologies Inc. 27,681 27,681
Phillip Morris 95,558 95,558
PNC Financial Services Group I 21,021 21,021
Ping An Insurance (Group) Company of China, Ltd. Sponsored ADR Class H 12,094 12,094
Pt Bk Mandiri Persero F Sponsored Adr 1 Adr Reps 40 Ord Shs 22,229 22,229
Pearson PLC Sponsored ADR 36,141 36,141
Phillips 66 19,482 19,482
Publicis S A New F Sponsored Adr 1 Adr Rep 0.25 Ord Shs 65,158 65,158
Paypal Holdings Inc. 25,434 25,434
Qbe Ins Group Ltd F Sponsored Adr 1 Adr Reps 1 Ord Shs 11,423 11,423
QUALCOMM, Inc. 69,897 69,897
Ferrari N V New F 8,922 8,922
Recruit Hldgs Co Ltd F Unsponsored Adr 1 Adr Reps 0.2 Ord Shs 27,800 27,800
Dr Reddys Labs Ltd F Sponsored Adr 1 Adr Reps 1 Ord Shs 45,459 45,459
Regency Ctrs Corp Reit 51,751 51,751
Regeneron Pharmaceutical 22,795 22,795
Relx Plc F Sponsored Adr 1 Adr Reps 1 Ord Shs 40,833 40,833
Regions Financial Corporation 8,749 8,749
Roche Hldg Ltd F Sponsored Adr 1 Adr Re 0.125 Ord Shs 25,393 25,393
Renesas Electronics Co F Sponsored Adr 1 Adr Reps 0.5 Ord Shs 8,817 8,817
Range Res Corp 9,283 9,283
Raytheon Technologies Corporation 21,061 21,061
Royal Bank Of Canada F 38,925 38,925
SAP AG (ADR) 88,143 88,143
Schneider Electric SE Unsponsored ADR 95,805 95,805
Starbucks Corporation 47,541 47,541
Standard Chartered Plc F Unsponsored Adr 1 Adr Reps 2 Ord Shs 31,188 31,188
Societe Generale F Sponsored Adr 1 Adr Reps 0.2 Ord Shs 15,368 15,368
Charles Schwab Corporation, Th 8,807 8,807
Singapore Telecommunications Limited Sponsored ADR 19,917 19,917
Shinhan Finl Group Co F Sponsored Adr 1 Adr Reps 1 Ord Shs 13,810 13,810
Shopify Inc. 26,051 26,051
Sherwin-Williams Co 8,838 8,838
Siemens AG 40,606 40,606
Sig Group Ag F Unsponsored Adr 1 Adr Reps 1 Ord Shs 12,462 12,462
Sekisui House, Ltd. Sponsored ADR 31,346 31,346
Schlumberger Limited (ADR) 23,617 23,617
Super Micro Computer Inc 8,077 8,077
Sumitomo Mitsui Finl G F Unsponsored Adr 1 Adr Reps 0.6 Ord Shs 39,340 39,340
Siemens Energy Ag F Unsponsored Adr 1 Adr Reps 1 Ord Shs 21,757 21,757
Sompo Hldgs Inc F Unsponsored Adr 1 Adr Reps 0.5 Ord Shs 15,335 15,335
Snap Inc. 8,594 8,594
Sony Group Corp F Forward Split With Stock Split Shares 58,423 58,423
Synopsys, Inc. 8,736 8,736
sanofi-aventis (ADR) 26,334 26,334
S&P Global Inc. 132,974 132,974
Sociedad Quimica y Minera de Chile S.A. Sponsored ADR Pfd Series B 10,544 10,544
Shiseido Ltd F Sponsored Adr 1 Adr Reps 1 Ord Shs 9,169 9,169
Swiss Re Ltd F Sponsored Adr 1 Adr Rep 0.25 Ord Shs 38,686 38,686
Sumitomo Corp F Sponsored Adr 1 Adr Reps 1 Ord Shs 9,067 9,067
Stantec Inc 19,613 19,613
State Street Corporation 68,509 68,509
Sumitomo Mitsui Trust Group.Inc. Sponsored ADR 13,936 13,936
Seven & I Hldgs Co Ltd F Sponsored Adr 1 Adr Reps 1 Ord Shs 31,038 31,038
Svenska Handelsbanken F Sponsored Adr 1 Adr Reps 0.5 Ord Shs 8,912 8,912
Swedbank A B F Sponsored Adr 1 Adr Reps 1 Ord Shs 17,696 17,696
Stanley Black and Decker Inc. 8,832 8,832
Swire Pac Ltd F Sponsored Adr 1 Adr Reps 1 Ord Shs 12,704 12,704
Sika Ag F Unsponsored Adr 1 Adr Reps 0.1 Ord Shs 23,590 23,590
Symrise Ag F Sponsored Adr 1 Adr Rep 0.25 Ord Shs 8,979 8,979
AT&T Inc. 28,804 28,804
Takeda Pharmaceutical Co. Ltd. Sponsored ADR 13,902 13,902
Tencent Holdings Ltd. Unsponsored ADR 63,656 63,656
Trip Com Group Ltd F Sponsored Adr 1 Adr Reps 1 Ord Shs 22,589 22,589
Atlassian Corporation PLC 8,518 8,518
Teck Res Limited F Class B 47,501 47,501
Truist Financial Corporation 18,653 18,653
3i Group plc Unsponsored ADR 25,493 25,493
Target Corporation 22,034 22,034
Thales F Unsponsored Adr 1 Adr Reps 0.2 Ord Shs 15,714 15,714
Tim Sa Adr F Sponsored Adr 1 Adr Reps 5 Ord Shs 10,184 10,184
TJX Companies, Inc., The 63,184 63,184
Turkcell Iletisim Hizm F Sponsored Adr 1 Adr Reps 2.5 Ord Shs 12,467 12,467
Tokio Marine Hldgs Inc F Sponsored Adr 1 Adr Reps 1 Ord Shs 18,118 18,118
Toyota Motor Corporation (ADR) 42,230 42,230
Tencent Music Entmt Gr F Sponsored Adr 1 Adr Reps 2 Ord Shs 9,216 9,216
Thermo Fisher Scientific Inc. 27,572 27,572
Temenos Ag F Sponsored Adr 1 Adr Reps 1 Ord Shs 8,959 8,959
T-Mobile Us Inc 21,852 21,852
Tokyo Electron Ltd F Sponsored Adr 1 Adr Reps 0.5 Ord Shs 27,025 27,025
Thomson Reuters Corporation 59,661 59,661
Tractor Supply Company 8,543 8,543
Tesla Inc 255,227 255,227
Taiwan Semiconductor Mfg. Co. 253,380 253,380
Treasury Wine Estates F Sponsored Adr 1 Adr Reps 1 Ord Shs 23,837 23,837
Trane Technologies Plc F 21,053 21,053
Totalenergies Se F Sponsored Adr 1 Adr Reps 1 Ord Shs 54,827 54,827
Tetra Tech, Inc. 15,179 15,179
Take-Two Interactive Sof 18,040 18,040
Twilio Inc. 14,591 14,591
Taylor Wimpey Plc F Unsponsored Adr 1 Adr Reps 10 Ord Shs 13,808 13,808
Uber Technologies Inc 35,287 35,287
Ubs Group Ag F 52,969 52,969
Unilever PLC 56,700 56,700
United Microelectronics Corp. Sponsored ADR 11,591 11,591
Unicredit Spa F Sponsored Adr 1 Adr Reps 0.5 Ord Shs 30,050 30,050
UnitedHealth Group Inc. 93,584 93,584
United Rentals Inc 11,975 11,975
U.S. Bancorp 11,575 11,575
Visa Inc. 162,761 162,761
Vanguard Developed Markets Index Fund 23 23
V.F. Corporation 8,670 8,670
Vipshop Hldgs Ltd F Sponsored Adr 1 Adr Reps 0.2 Ord Shs 8,836 8,836
Telefonica Brasil SA Sponsored ADR 23,654 23,654
Valero Energy Corporation 9,194 9,194
Vodafone Group Plc (ADR) 8,948 8,948
Verisk Analytics Inc Class A 106,867 106,867
Vertiv Hldgs Co Class A 8,521 8,521
Vertex Pharmaceuticals, Inc. 32,216 32,216
Vanguard Index Fund 60 60
Ventas Inc Reit 35,393 35,393
Viatris Inc 8,852 8,852
Vesta Wind Systems 10,845 10,845
Vanguard Intl Equity Index Fds 37 37
Verizon Communications Inc. 48,028 48,028
Western Digital Corp. 9,720 9,720
Woodside Energy Group F Sponsored Adr 1 Adr Reps 1 Ord Shs 25,256 25,256
Welltower Inc Reit 18,400 18,400
Woori Financial Group, Inc. Sponsored ADR 35,656 35,656
Wells Fargo & Company 35,682 35,682
Wipro Limited Sponsored ADR 67,745 67,745
Wilmar Intl Ltd F Sponsored Adr 1 Adr Reps 10 Ord Shs 21,802 21,802
Wal-Mart de Mexico SAB de CV Sponsored ADR Class V 20,777 20,777
Wal-Mart Stores, Inc. 46,530 46,530
Wheaton Precious Metal F 46,342 46,342
Williams-Sonoma, Inc. 21,111 21,111
Wolters Kluwer N V F Sponsored Adr 1 Adr Reps 1 Ord Shs 8,914 8,914
Weyerhaeuser Co. 23,646 23,646
Enn Energy Hldgs Ltd F Sponsored Adr 1 Adr Reps 4 Ord Shs 8,761 8,761
Exxon Mobil Corporation 24,849 24,849
XPeng, Inc. ADR Sponsored Class A 12,683 12,683
Xylem Inc. 36,894 36,894
Yum! Brands, Inc. 8,855 8,855
Zurich Ins Group Ltd F Sponsored Adr 1 Adr Rep 0.05 Ord Shs 83,726 83,726

TY 2024 InvestmentsOtherSchedule2
Name:
Opus Prize Foundation
 
C/O Adler Trust Company
EIN:
46-0434399
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ISHARES CORE US AGGREGATE BOND ETF FMV 657,493 657,493
Ishares Iboxx $ High Yield Corp Bond Fund FMV 1,516,479 1,516,479
Ishares 1-5 Year Investment Grade Corporate Bd ETF FMV 1,447,676 1,447,676
Charles Schwab Free Cash FMV 72 72
Charles Schwab Free Cash FMV 62,285 62,285
Carlyle Europe Parts II, L.P. FMV 9,378 9,378
Adler Asian Private Eqty, LLC FMV 12,732 12,732
Adler CPV, LLC FMV 20,815 20,815
Adler Energy Infrastr III, LLC FMV 4,315 4,315
Adler Energy Infrastr IV, LLC FMV 1,666 1,666
Adler New Euro Priv Eqty, LLC FMV 14,564 14,564
Adler Opportunistic Debt, LLC FMV 856 856
Adler Energy Finance, LLC FMV 2,392 2,392
Adler Opportunistic Debt II, L FMV 310,192 310,192
Adler CPVI, LLC FMV 50,287 50,287
Adler Energy Infrastr V, LLC FMV 14,925 14,925
Adler Health Partners III, LLC FMV 666,349 666,349
Adler Small Buyout Fund, LLC FMV 109,809 109,809
Adler Trans Recovery Fd, LLC FMV 16,763 16,763
Adler Co-invest Opp Fd, LLC FMV 86,699 86,699
Adler NGP XI, LLC FMV 402,942 402,942
Adler Energy Finance II, LLC FMV 37,565 37,565
Adler Opportunistic Debt III FMV 338,255 338,255
Adler SG Small Buyout Fund III FMV 419,063 419,063
Adler Cinven VI, LLC FMV 230,839 230,839
Adler MPE Fund II, LLC FMV 402,808 402,808
Adler Southfield II, LLC FMV 1,551,001 1,551,001
Adler Health Partners IV, LLC FMV 1,091,256 1,091,256
Adler Frontenac XI, LLC FMV 1,451,941 1,451,941
Adler 2018 Alternative Investments, LLC FMV 2,002,227 2,002,227
Adler 2019 Alternative Investments, LLC FMV 3,811,782 3,811,782
Adler Panco Fund IV, LLC FMV 928,270 928,270
Adler 2020 Alternative Investments, LLC FMV 2,219,400 2,219,400

TY 2024 OtherDecreasesSchedule
Name:
Opus Prize Foundation
 
C/O Adler Trust Company
EIN:
46-0434399
Description Amount
Unrealized Gain/(Loss) on investments 1,591,734


TY 2024 OtherExpensesSchedule
Name:
Opus Prize Foundation
 
C/O Adler Trust Company
EIN:
46-0434399
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Trust Custody Fees 145 145   0
Miscellaneous 1,714 0   1,605
Pass-Through Portfolio Deductions 0 492,477   0
Insurance 11,449 0   11,449
Digital Communications 35,008 0   35,008
Due Diligence 47,778 0   47,778


TY 2024 OtherIncomeSchedule2
Name:
Opus Prize Foundation
 
C/O Adler Trust Company
EIN:
46-0434399
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Allocated Partnership Income 1,290,542 0 1,290,542
Allocated Partnership Income   413,371  


TY 2024 OtherProfessionalFeesSchedule
Name:
Opus Prize Foundation
 
C/O Adler Trust Company
EIN:
46-0434399
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Consulting Fees 103,228 0   95,563
Investment Management Fees 58,000 58,000   0


TY 2024 TaxesSchedule
Name:
Opus Prize Foundation
 
C/O Adler Trust Company
EIN:
46-0434399
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Federal Excise Tax 78,696 0   0
Foreign Taxes 0 769   0