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 10-01-2024 , and ending 09-30-2025
Name of foundation
TRUDY MANDEL LOUIS CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)509 20TH STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SANTA MONICA, CA90402
A Employer identification number

20-6487466
B Telephone number (see instructions)

(310) 282-2090
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$62,026,094J 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... 810,511 772,039  
5a Gross rents............ 172,051 172,051  
b Net rental income or (loss) 172,051
6a Net gain or (loss) from sale of assets not on line 10 9,718,249
b Gross sales price for all assets on line 6a 41,214,424
7 Capital gain net income (from Part IV, line 2)... 9,718,249
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).......      
12 Total. Add lines 1 through 11........ 10,700,811 10,662,339  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 398,721 346,888   21,929
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
263 0   263
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
131,321 46,603   14,890
c Other professional fees (attach schedule)....        
17 Interest............... 72 72   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
199,572 3,922   400
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
33,854 29,431   1,859
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 763,803 426,916   39,341
25 Contributions, gifts, grants paid....... 2,800,000 2,800,000
26 Total expenses and disbursements. Add lines 24 and 25 3,563,803 426,916   2,839,341
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 7,137,008
b Net investment income (if negative, enter -0-) 10,235,423
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......... 388,735 1,170,000 1,170,000
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..........      
10a Investments—U.S. and state government obligations (attach schedule) 2,302,239 Click to see attachment
List of Attached Documents:
// Content
6,085,742 		6,002,342
b Investments—corporate stock (attach schedule)....... 27,506,789 Click to see attachment
List of Attached Documents:
// Content
30,548,107 		51,698,160
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).......... 3,000,000 Click to see attachment
List of Attached Documents:
// Content
3,038,378 		3,038,378
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
624,670 		Click to see attachment
List of Attached Documents:
// Content
117,214 		Click to see attachment
List of Attached Documents:
// Content
117,214
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 33,822,433 40,959,441 62,026,094
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 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........ 33,822,433 40,959,441
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 33,822,433 40,959,441
30 Total liabilities and net assets/fund balances (see instructions). 33,822,433 40,959,441
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
33,822,433
2
Enter amount from Part I, line 27a .....................
2
7,137,008
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
40,959,441
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
40,959,441
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 1231 GAIN FROM PASSTHRU K1 - CHATTANOOGA P 2007-12-31 2024-12-31
b NIKE INC CL B D 2006-04-18 2024-10-03
c NIKE INC CL B P 2024-06-27 2024-10-03
d CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY P 2024-08-29 2024-10-09
e JOHNSON & JOHNSON P 2024-08-08 2024-10-22
CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY P 2024-09-16 2024-10-22
QUALCOMM INC P 2022-05-31 2024-11-01
QUALCOMM INC P 2024-06-07 2024-11-01
QUALCOMM INC P 2024-08-08 2024-11-01
WEST CONTRA COSTA CA UNI SCH DIST P 2024-04-24 2024-11-05
OTAY CA WTR DIST FING AUTH REV SER B P 2024-10-09 2024-11-08
SONOMA CNTY CA PENSION OBLIG SER A REV P 2024-04-30 2024-11-08
SONOMA CNTY CA PENSION OBLIG SER A REV P 2024-08-05 2024-11-08
RTX CORP P 2023-08-08 2024-12-02
APPLE INC P 2011-11-03 2024-12-02
COLGATE-PALMOLIVE COMPANY P 2022-08-16 2024-12-02
PALO ALTO NETWORKS INC P 2022-07-08 2024-12-02
GLENDALE CA REDEV AGY TAX ALLOC P 2024-09-11 2024-12-02
GLENDALE CA REDEV AGY TAX ALLOC P 2024-09-12 2024-12-02
MCDONALDS CORP P 2024-08-08 2024-12-02
SONOMA CNTY CA PENSIOXXX PARTIAL CALL 835574-CB-8 P 2024-11-05 2024-12-02
APPLE INC P 2011-11-03 2024-12-06
APPLE INC P 2014-05-22 2024-12-06
INDIANA ST HSG & CMNTY DEV AUTH SNGL REV SER A P 2024-10-25 2024-12-06
CIGNA GROUP CL B P 2023-03-27 2024-12-17
COCA-COLA COMPANY P 2024-09-25 2024-12-17
ADOBE INC P 2024-06-14 2025-01-06
JP MORGAN CHASE & CO P 2010-10-14 2025-01-06
JP MORGAN CHASE & CO P 2011-03-15 2025-01-06
SAN JUAN CA UNI SCH DIST RFDG B/E TXBL CPN P 2024-11-15 2025-01-06
UNITED HEALTH GROUP P 2008-01-16 2025-01-17
UNITED HEALTH GROUP P 2024-05-07 2025-01-17
ADVANCED MICRO DEVICES INC P 2024-06-07 2025-01-29
ADVANCED MICRO DEVICES INC P 2024-12-02 2025-01-29
ADVANCED MICRO DEVICES INC P 2024-12-09 2025-01-29
APPLIED MATERIALS INC P 2021-09-13 2025-01-29
APPLIED MATERIALS INC P 2024-12-02 2025-01-29
NVIDIA CORP P 2021-06-08 2025-02-21
NVIDIA CORP P 2022-08-10 2025-02-21
UNITED HEALTH GROUP P 2024-05-07 2025-02-21
UNITED HEALTH GROUP P 2024-08-08 2025-02-21
UNITED HEALTH GROUP INC P 2025-01-16 2025-02-21
WALMART INC P 2006-05-11 2025-02-24
WALMART INC P 2013-05-20 2025-02-24
WALMART INC P 2017-07-17 2025-02-24
WALMART INC P 2022-08-18 2025-02-24
WALMART INC - STOCK DIVIDEND P 2023-02-26 2025-02-24
MICROSOFT P 2006-05-11 2025-02-25
IOWA FIN AUTH SNGL FAM MTG REV SER C P 2024-10-23 2025-02-26
SCHLUMBERGER LTD P 2024-09-18 2025-02-28
SCHLUMBERGER LTD P 2024-10-03 2025-02-28
NVIDIA CORP P 2022-08-10 2025-03-04
NVIDIA CORP P 2023-09-01 2025-03-04
CANADIAN PACIFIC KANSAS CITY LTD P 2017-02-16 2025-03-26
CANADIAN PACIFIC KANSAS CITY LTD P 2017-05-23 2025-03-26
DELTA AIRLINES INC P 2024-06-25 2025-03-26
JOHNSON & JOHNSON P 2024-10-22 2025-03-26
MERCK & COMPANY INC NEW P 2006-05-11 2025-03-26
MERCK & COMPANY INC NEW P 2009-11-23 2025-03-26
MERCK & COMPANY INC NEW P 2014-07-09 2025-03-26
MERCK & COMPANY INC NEW P 2014-12-15 2025-03-26
NEXTERA ENERGY INC P 2018-06-27 2025-03-26
NEXTERA ENERGY INC P 2022-08-15 2025-03-26
VERTEX PHARMACEUTICALS INC P 2022-07-22 2025-03-26
VERTEX PHARMACEUTICALS INC P 2022-07-26 2025-03-26
BROADCOM INC P 2024-07-15 2025-04-03
AMAZON.COM INC P 2021-06-21 2025-04-07
AMAZON.COM INC P 2022-06-01 2025-04-07
APPLE INC P 2014-05-22 2025-04-07
BROADCOM INC P 2024-12-17 2025-04-07
BROADCOM INC P 2025-02-13 2025-04-07
MERCK & COMPANY INC NEW P 2014-12-15 2025-04-07
MERCK & COMPANY INC NEW P 2023-04-20 2025-04-07
MERCK & COMPANY INC NEW P 2023-11-15 2025-04-07
MICROSOFT P 2006-05-11 2025-04-07
CHUBB LTD P 2024-07-29 2025-04-22
ABBOTT LABORATORIES P 2010-10-12 2025-04-22
ABBOTT LABORATORIES P 2014-04-10 2025-04-22
BLACKSTONE INC P 2022-04-22 2025-04-22
BLACKSTONE INC P 2024-07-15 2025-04-22
CIGNA GROUP CL B P 2023-06-30 2025-04-22
MONDELEZ INT'L INC. P 2006-04-18 2025-04-22
MONDELEZ INT'L INC. P 2007-09-06 2025-04-22
MONDELEZ INT'L INC. P 2007-10-05 2025-04-22
OTIS WORLDWIDE CORP P 2017-02-16 2025-04-22
OTIS WORLDWIDE CORP P 2020-04-03 2025-04-22
PHILLIP MORRIS D 2006-04-18 2025-04-22
PHILLIP MORRIS P 2007-10-05 2025-04-22
PHILLIPS 66 P 2012-05-04 2025-04-22
VERTEX PHARMACEUTICALS INC P 2022-07-26 2025-04-22
NOVO NORDISK A.S. ADR P 2014-08-27 2025-04-23
NOVO NORDISK A.S. ADR P 2022-08-26 2025-04-23
NOVO NORDISK A.S. ADR - STOCK DIVIDEND P 2023-09-20 2025-04-23
NOVO NORDISK A.S. ADR P 2024-11-05 2025-04-23
CHUBB LTD P 2024-07-29 2025-05-02
AMAZON.COM INC P 2022-06-01 2025-05-02
AMAZON.COM INC P 2023-08-08 2025-05-02
AMAZON.COM INC P 2023-11-15 2025-05-02
AMAZON.COM INC P 2024-02-09 2025-05-02
DEERE & CO P 2017-06-01 2025-05-02
DEERE & CO P 2021-06-21 2025-05-02
DEERE & CO P 2022-05-14 2025-05-02
KRAFT HEINZ CO P 2024-08-21 2025-05-02
NEXTERA ENERGY INC P 2022-08-15 2025-05-02
NEXTERA ENERGY INC P 2023-11-15 2025-05-02
AMAZON.COM INC P 2024-02-09 2025-05-06
AMAZON.COM INC P 2024-03-07 2025-05-06
CATERPILLAR INC P 2024-06-03 2025-05-06
CATERPILLAR INC P 2024-11-08 2025-05-06
CALIFORNIA ST PUB WKS LSE REV TXBLE 2025 B P 2025-04-09 2025-05-27
DEARBORN MI SCH DIST SCH BLDG & SITE AGM B/E P 2024-12-18 2025-06-02
MCDONALDS CORP P 2024-12-04 2025-06-11
NEWPORT BCH CA CTF PARTN CIV CTR PJB BABS DUE 07/01/40 P 2024-12-19 2025-07-01
IRVINE RANCH CA WTR DIST TXBL SER B P 2025-04-14 2025-07-15
DELTA AIRLINES INC P 2024-06-25 2025-07-28
DELTA AIRLINES INC P 2024-07-23 2025-07-28
DELTA AIRLINES INC P 2025-01-30 2025-07-28
MERCK & COMPANY INC NEW P 2023-11-15 2025-07-28
MERCK & COMPANY INC P 2025-01-30 2025-07-28
MONDELEZ INT'L INC. P 2007-10-05 2025-07-28
MONDELEZ INT'L INC. P 2014-04-08 2025-07-28
DALLAS TX HSG FIN CORP MULTIFAM HSG REV SER A P 2025-02-20 2025-07-29
MONTANA ST HSG SNGL FAM MTG 2025 A P 2025-04-29 2025-07-29
TEXAS ST DEPT HSG & CMNTY AFFAIRS RES MTG SER A P 2025-05-01 2025-07-31
LOS ANGELES CA PUB WKS FIN LSE REV MULT CAP I B DUE 08/01/25 P 2025-06-10 2025-08-01
SOLANO CA CMNTY CLLG DIST RFDG B/E CONV CAB P 2025-04-17 2025-08-01
AMAZON.COM INC P 2024-03-07 2025-08-05
AMAZON.COM INC P 2024-07-01 2025-08-05
ORANGE CNTY CA SANTN WSTWTR TR REV OBLIG SER C P 2025-02-26 2025-08-05
VIRGINIA ST HSG DEV AUTH COMWLTH MTG TXBL 2025B P 2025-05-07 2025-08-05
CHAFFEY CMNTY CLLG DIST CA TXBL ELECT 2018 SER B P 2025-04-28 2025-08-20
NEWPORT BCH CA CTF PARTN CIV CTR PJB BABS DUE 07/01/40 P 2024-12-19 2025-08-22
NEWPORT BCH CA CTF PARTN CIV CTR PJB BABS DUE 07/01/40 P 2025-03-28 2025-08-22
NEWPORT BCH CA CTF PARTN CIV CTR PJB BABS DUE 07/01/40 P 2025-04-14 2025-08-22
PHOENIX AZ INDL DEV AUTH STAD REV AMBAC BANK ONE P 2025-03-17 2025-08-22
LOS ANGELES CA PUB WKS FIN LSE REV MULT CAP I B DUE 08/01/33 P 2025-04-03 2025-09-17
LOS ANGELES CA PUB WKS FIN LSE REV MULT CAP I B DUE 08/01/33 P 2025-05-12 2025-09-17
BERKELEY CA TXBL 2018 ELECT 2025C DUE 09/01/32 P 2025-06-24 2025-09-19
LOS ANGELES CA PUB WKS FIN LSE REV MULT CAP I B DUE 08/01/33 P 2025-05-12 2025-09-30
LOS ANGELES CA PUB WKS FIN LSE REV MULT CAP I B DUE 08/01/33 P 2025-06-03 2025-09-30
(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 380,049     380,049
b 327,981   40,875 287,106
c 163,991   188,515 -24,524
d 326,262   321,550 4,712
e 559,984   377,521 182,463
1,022,091   1,043,960 -21,869
144,539   124,709 19,830
185,835   234,365 -48,530
165,187   161,100 4,087
285,933   281,483 4,450
382,977   395,059 -12,082
26,015   25,743 272
494,277   496,874 -2,597
829,977   231,717 598,260
277,492   325 277,167
254,993   226,985 28,008
299,992   38,232 261,760
45,000   45,328 -328
10,000   10,073 -73
499,986   333,614 166,372
75,000   77,229 -2,229
703,972   41,653 662,319
145,649   13,074 132,575
519,174   506,875 12,299
303,795   301,263 2,532
759,571   863,040 -103,469
216,898   262,938 -46,040
162,919   25,952 136,967
241,962   44,643 197,319
136,083   137,007 -924
384,736   41,618 343,118
251,361   243,463 7,898
174,509   253,420 -78,911
203,594   250,087 -46,493
241,986   271,773 -29,787
285,272   227,873 57,399
189,309   200,195 -10,886
988,957   124,707 864,250
747,273   96,840 650,433
119,006   129,184 -10,178
114,429   142,725 -28,296
334,134   379,021 -44,887
79,673   40,068 39,605
58,721   49,917 8,804
65,768   53,738 12,030
134,917   200,112 -65,195
211,114     211,114
1,134,580   66,014 1,068,566
503,056   509,375 -6,319
226,161   231,500 -5,339
48,111   52,857 -4,746
515,334   83,160 432,174
878,967   392,080 486,887
109,611   45,429 64,182
254,304   107,407 146,897
136,601   137,975 -1,374
324,164   327,901 -3,737
52,717   19,597 33,120
122,030   47,723 74,307
88,749   55,860 32,889
127,444   82,225 45,219
138,041   84,250 53,791
12,838   16,905 -4,067
449,142   249,423 199,719
81,938   47,079 34,859
310,162   342,625 -32,463
11,417   236,314 -224,897
588,828   280,656 308,172
602,278   72,997 529,281
142,654   239,020 -96,366
142,654   233,290 -90,636
45,081   32,295 12,786
122,695   174,718 -52,023
72,578   92,365 -19,787
601,007   39,822 561,185
288,317   271,488 16,829
328,528   63,937 264,591
21,026   6,007 15,019
124,597   111,170 13,427
31,149   32,618 -1,469
381,164   324,190 56,974
47,397   10,024 37,373
89,589   28,465 61,124
68,493   22,316 46,177
49,367   28,857 20,510
98,734   42,210 56,524
163,862   37,528 126,334
81,931   24,230 57,701
75,458   24,411 51,047
238,125   141,819 96,306
121,992   92,225 29,767
121,992   218,610 -96,618
243,984     243,984
121,992   219,058 -97,066
857,226   814,463 42,763
42,770   18,006 24,764
85,541   63,161 22,380
198,074   149,306 48,768
81,168   74,622 6,546
168,970   42,972 125,998
241,385   168,100 73,285
313,801   250,331 63,470
242,509   301,523 -59,014
121,156   164,865 -43,709
175,322   150,369 24,953
80,250   75,671 4,579
216,285   207,344 8,941
643,286   675,755 -32,469
209,068   256,290 -47,222
1,002,687   1,000,000 2,687
864,897   865,116 -219
512,725   500,578 12,147
15,000   17,072 -2,072
1,058,275   1,056,845 1,430
65,700   58,361 7,339
55,257   44,089 11,168
241,472   300,179 -58,707
47,251   56,965 -9,714
256,507   299,906 -43,399
69,403   22,316 47,087
138,807   69,592 69,215
121,416   128,540 -7,124
971,354   1,022,500 -51,146
992,567   1,022,500 -29,933
115,000   127,305 -12,305
250,000   251,003 -1,003
38,880   32,159 6,721
220,605   203,243 17,362
640,729   651,600 -10,871
1,029,756   1,030,000 -244
535,433   539,470 -4,037
236,662   244,694 -8,032
379,759   388,853 -9,094
159,609   162,944 -3,335
281,067   279,818 1,249
155,894   154,980 914
144,758   143,000 1,758
589,359   585,961 3,398
166,122   165,000 1,122
1,107,480   1,102,340 5,140
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       380,049
b       287,106
c       -24,524
d       4,712
e       182,463
      -21,869
      19,830
      -48,530
      4,087
      4,450
      -12,082
      272
      -2,597
      598,260
      277,167
      28,008
      261,760
      -328
      -73
      166,372
      -2,229
      662,319
      132,575
      12,299
      2,532
      -103,469
      -46,040
      136,967
      197,319
      -924
      343,118
      7,898
      -78,911
      -46,493
      -29,787
      57,399
      -10,886
      864,250
      650,433
      -10,178
      -28,296
      -44,887
      39,605
      8,804
      12,030
      -65,195
      211,114
      1,068,566
      -6,319
      -5,339
      -4,746
      432,174
      486,887
      64,182
      146,897
      -1,374
      -3,737
      33,120
      74,307
      32,889
      45,219
      53,791
      -4,067
      199,719
      34,859
      -32,463
      -224,897
      308,172
      529,281
      -96,366
      -90,636
      12,786
      -52,023
      -19,787
      561,185
      16,829
      264,591
      15,019
      13,427
      -1,469
      56,974
      37,373
      61,124
      46,177
      20,510
      56,524
      126,334
      57,701
      51,047
      96,306
      29,767
      -96,618
      243,984
      -97,066
      42,763
      24,764
      22,380
      48,768
      6,546
      125,998
      73,285
      63,470
      -59,014
      -43,709
      24,953
      4,579
      8,941
      -32,469
      -47,222
      2,687
      -219
      12,147
      -2,072
      1,430
      7,339
      11,168
      -58,707
      -9,714
      -43,399
      47,087
      69,215
      -7,124
      -51,146
      -29,933
      -12,305
      -1,003
      6,721
      17,362
      -10,871
      -244
      -4,037
      -8,032
      -9,094
      -3,335
      1,249
      914
      1,758
      3,398
      1,122
      5,140
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 9,718,249
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) 1 142,272
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........................... 3 142,272
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- ..... 5 142,272
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 128,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 155,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 283,000
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 10 140,728
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow140,728 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 arrowCA
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 arrowPHILIP FEDER Telephone no.right arrow (310) 282-2090

Located atright arrow509 20TH STREETSANTA MONICACA ZIP+4right arrow90402
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
STANFORD K RUBIN CO-TRUSTEE
10.00 		199,361 0 0
285 S BEVERLY GLEN BLVD
LOS ANGELES,CA90024
PHILIP FEDER CO-TRUSTEE
10.00 		199,360 0 0
509 20TH STREET
SANTA MONICA,CA90402
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 NONE 0
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
56,434,903
b
Average of monthly cash balances.......................
1b
1,661,298
c
Fair market value of all other assets (see instructions)................
1c
591,687
d
Total (add lines 1a, b, and c).........................
1d
58,687,888
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
58,687,888
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
880,318
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
57,807,570
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,890,379
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
2,890,379
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
142,272
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
129,858
c
Add lines 2a and 2b............................
2c
272,130
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,618,249
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,618,249
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
2,618,249
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
2,839,341
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
2,839,341
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 2,618,249
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 2,363,012
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$ 2,839,341
a Applied to 2023, but not more than line 2a 2,363,012
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..... 476,329
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 .......... 		2,141,920
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

AMERICAN SOCIETY FOR TECHNION

55 EAST 59TH STREET
NEW YORK,NY10022 		NO INDIVIDUAL RECIPIENTS PUBLIC CHARITY TO SUPPORT THE NANOPHOTONICS RESEARCH PROGRAM AT THE TECHNION. 1,000,000

HADASSAH

50 WEST 58 STREET
NEW YORK,NY10022 		NO INDIVIDUAL RECIPIENTS PUBLIC CHARITY TO SUPPORT DEEP SEQUENCING ANALYSIS FOR GENETIC AND METABOLIC DISEASES. 100,000

JEWISH HOME FOR THE AGING

7150 TAMPA AVENUE
RESEDA,CA91335 		NO INDIVIDUAL RECIPIENTS PUBLIC CHARITY TO SUPPORT KEEPING THE VISION CAMPAIGN; ANNENBERG SCHOOL OF NURSING. 350,000

LOS ANGELES FAMILY HOUSING

7843 LANKERSHIM BOULEVARD
NORTH HOLLYWOOD,CA91605 		NO INDIVIDUAL RECIPIENTS PUBLIC CHARITY TO SUPPORT THE TENANT SERVICES PROGRAM AND MEAL AND NUTRITION PROGRAM AT LOS ANGELES FAMILY HOUSING. 500,000

VISTA DEL MAR

3200 MOTOR AVENUE
LOS ANGELES,CA90034 		NO INDIVIDUAL RECIPIENTS PUBLIC CHARITY TO SUPPORT THE AUTISM CENTER PROGRAM AT VISTA DEL MAR. 350,000

WILSHIRE BOULEVARD TEMPLE

3663 WILSHIRE BOULEVARD
LOS ANGELES,CA900102798 		NO INDIVIDUAL RECIPIENTS PUBLIC CHARITY TO SUPPORT SCHOLARSHIPS FOR STUDENTS TO ATTEND WILSHIRE BOULEVARD TEMPLE PRESCHOOL AND ELEMENTARY SCHOOL. 500,000
Total .................................right arrow 3a 2,800,000
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
aN/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 ....     14 810,511  
5 Net rental income or (loss) from real estate:
aDebt-financed property...... 900001 172,051      
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 9,718,249  
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) .. 172,051 10,528,760 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
10,700,811
(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:
TRUDY MANDEL LOUIS CHARITABLE TRUST
EIN:
20-6487466
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING - JULIE WOLFE 46,205 1,386   10,627
ACCOUNTING - GIVEN & CO 60,823 45,217   4,263
ACCOUNTING - GURSEY SNEIDER 24,293 0   0

TY 2024 InvestmentsCorpStockSchedule
Name:
TRUDY MANDEL LOUIS CHARITABLE TRUST
EIN:
20-6487466
Name of Stock End of Year Book Value End of Year Fair Market Value
COMMON STOCKS 30,548,107 51,698,160

TY 2024 InvestmentsGovtObligationsSch
Name:
TRUDY MANDEL LOUIS CHARITABLE TRUST
EIN:
20-6487466
US Government Securities - End of Year Book Value:

0
US Government Securities - End of Year Fair Market Value:

0
State & Local Government Securities - End of Year Book Value:


6,085,742
State & Local Government Securities - End of Year Fair Market Value:


6,002,342


TY 2024 InvestmentsOtherSchedule2
Name:
TRUDY MANDEL LOUIS CHARITABLE TRUST
EIN:
20-6487466
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MUTUAL FUNDS AT COST 3,038,378 3,038,378

TY 2024 LegalFeesSchedule
Name:
TRUDY MANDEL LOUIS CHARITABLE TRUST
EIN:
20-6487466
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 263 0   263


TY 2024 OtherAssetsSchedule
Name:
TRUDY MANDEL LOUIS CHARITABLE TRUST
EIN:
20-6487466
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
INVESTMENT IN CHATTANOOGA-GREENVILLE 624,670 117,214 117,214


TY 2024 OtherExpensesSchedule
Name:
TRUDY MANDEL LOUIS CHARITABLE TRUST
EIN:
20-6487466
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 33,374 29,036   1,836
MISC 330 245   23
ADR FEES 150 150   0


TY 2024 TaxesSchedule
Name:
TRUDY MANDEL LOUIS CHARITABLE TRUST
EIN:
20-6487466
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID 3,922 3,922   0
FEDERAL TAXES PAID 195,250 0   0
STATE TAXES 400 0   400