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                                                                                                                                                              OMB No. 1545-0047
Form 990-PF                                                                   Return of Private Foundation 
                                                                      or Section 4947(a)(1) Trust Treated as Private Foundation
Department of the Treasury                                     Do not enter social security numbers on this form as it may be made public.                     2024
Internal Revenue Service                                       Go to www.irs.gov/Form990PF for instructions and the latest information.                  Open to Public Inspection
For calendar year 2024 or tax year beginning                                                                         , 2024, and ending                                         , 20
Name of foundation                                                                                                                     A   Employer identification number

Number and street (or P.O. box number if mail is not delivered to street address)                                    Room/suite        B   Telephone number (see instructions)

City or town, state or province, country, and ZIP or foreign postal code                                                               C If exemption application is pending, check here  .

G Check all that apply:                                      Initial return                  Initial return of a former public charity D 1. Foreign organizations, check here . .   .   .
                                                             Final return                    Amended return                              2. Foreign organizations meeting the 85% test, 
                                                             Address change                  Name change                                    check here and attach computation   .   .   .
H Check type of organization:                                    Section 501(c)(3) exempt private foundation                           E If private foundation status was terminated under 
          Section 4947(a)(1) nonexempt charitable trust                                      Other taxable private foundation            section 507(b)(1)(A), check here .   . .   .   .
I Fair market value of all assets at                                        J Accounting method:               Cash        Accrual     F If the foundation is in a 60-month termination 
  end of year (from Part II, col. (c),                                                     Other (specify)                               under section 507(b)(1)(B), check here .   .   .
  line 16)  $                                                                 (Part I, column (d), must be on cash basis.)
                                                                                                                                                                          (d) Disbursements 
Part I                                      Analysis of Revenue and Expenses (The total of                 (a) Revenue and (b) Net investment (c) Adjusted net              for charitable 
                                            amounts in columns (b), (c), and (d) may not necessarily equal expenses per         income            income                      purposes  
                                            the amounts in column (a) (see instructions).)                     books                                                      (cash basis only)
                                        1   Contributions, gifts, grants, etc., received (attach schedule)
                                        2   Check  if the foundation is not required to attach Sch. B
                                        3   Interest on savings and temporary cash investments
                                        4   Dividends and interest from securities  .        . . .
                                        5a  Gross rents  . . . . .     .    . .        .   . . . .
                                        b   Net rental income or (loss)
                                        6a  Net gain or (loss) from sale of assets not on line 10
                                        b   Gross sales price for all assets on line 6a
                                        7   Capital gain net income (from Part IV, line 2)  .    .
  Revenue                               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  .  .        .   . . . .
                                        13  Compensation of officers, directors, trustees, etc.
                                        14  Other employee salaries and wages  .           . . . .
                                        15  Pension plans, employee benefits           .   . . . .
                                        16a Legal fees (attach schedule)    . .        .   . . . .
                                        b   Accounting fees (attach schedule)          .   . . . .
                                        c   Other professional fees (attach schedule)  .       . .
                                        17  Interest  . .  . . . .     .    . .        .   . . . .
                                        18  Taxes (attach schedule) (see instructions)  .      . .
                                        19  Depreciation (attach schedule) and depletion  .      .
                                        20  Occupancy  .   . . . .     .    . .        .   . . . .
                                        21  Travel, conferences, and meetings  .           . . . .
                                        22  Printing and publications  .    . .        .   . . . .
                                        23  Other expenses (attach schedule)           .   . . . .
                                        24  Total  operating  and  administrative  expenses. 
                                            Add lines 13 through 23  . .    . .        .   . . . .
  Operating and Administrative Expenses 25  Contributions, gifts, grants paid  .       .   . . . .
                                        26  Total expenses and disbursements. Add lines 24 and 25
                                        27  Subtract line 26 from line 12:
                                        a   Excess of revenue over expenses and disbursements
                                        b Net investment income (if negative, enter -0-)  .
                                        c   Adjusted net income (if negative, enter -0-)  .      .
For Paperwork Reduction Act Notice, see instructions.                                                                Cat. No. 11289X                           Form 990-PF (2024) 



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Form 990-PF (2024)                                                                                                                                                      Page 2 
Part II                                    Balance Sheets         Attached schedules and amounts in the description column    Beginning of year          End of year
                                                                  should be for end-of-year amounts only. (See instructions.)   (a) Book Value     (b) Book Value  (c) Fair Market Value
                                       1   Cash—non-interest-bearing      .  .    . .   .   . . . . .    .
                                       2   Savings and temporary cash investments  .        . . . . .    .
                                       3   Accounts receivable 
                                           Less: allowance for doubtful accounts 
                                       4   Pledges receivable 
                                           Less: allowance for doubtful accounts 
                                       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) 
                                           Less: allowance for doubtful accounts 
                                       8   Inventories for sale or use  . .  .    . .   .   . . . . .    .
                                       9   Prepaid expenses and deferred charges        .   . . . . .    .
           Assets                      10a Investments—U.S. and state government obligations (attach schedule)
                                       b   Investments—corporate stock (attach schedule)  .     . . .    .
                                       c   Investments—corporate bonds (attach schedule)        . . .    .
                                       11  Investments—land, buildings, and equipment: basis 
                                           Less: accumulated depreciation (attach schedule) 
                                       12  Investments—mortgage loans  .     .    . .   .   . . . . .    .
                                       13  Investments—other (attach schedule)  .       .   . . . . .    .
                                       14  Land, buildings, and equipment: basis 
                                           Less: accumulated depreciation (attach schedule) 
                                       15  Other assets (describe                                         )
                                       16  Total  assets     (to  be  completed  by  all  filers—see  the 
                                           instructions. Also, see page 1, item I)  .   .   . . . . .    .
                                       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)  .   .    .
           Liabilities
                                       22  Other liabilities (describe                                    )
                                       23  Total liabilities (add lines 17 through 22)  .   . . . . .    .
                                           Foundations that follow FASB ASC 958, check here 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 and complete lines 26 through 30        .   . . . . .
                                       26  Capital stock, trust principal, or current funds . . . . .    .
                                       27  Paid-in or capital surplus, or land, bldg., and equipment fund
                                       28  Retained earnings, accumulated income, endowment, or other funds
                                       29  Total net assets or fund balances (see instructions)  .  .    .
                                       30  Total  liabilities  and  net  assets/fund  balances       (see 
           Net Assets or Fund Balances     instructions) .   .  . . .  .  .  .    . .   .   . . . . .    .
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
2                                      Enter amount from Part I, line 27a  . .    . .   .   . . . . .    .         .          . .   . . .      . . . . .          2
3                                      Other increases not included in line 2 (itemize)                                                                           3
4                                      Add lines 1, 2, and 3  . . . .  .  .  .    . .   .   . . . . .    .         .          . .   . . .      . . . . .          4
5                                      Decreases not included in line 2 (itemize)                                                                                 5
6                                      Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29  .          .          6
                                                                                                                                                                   Form 990-PF (2024) 



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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 (for example, real estate,              (b) How acquired  (c) Date acquired             (d) Date sold 
                       2-story brick warehouse; or common stock, 200 shs. MLC Co.)                         P—Purchase          (mo., day, yr.)             (mo., day, yr.)
                                                                                                              D—Donation
1a
     b
     c
     d
     e
       (e) Gross sales price                  (f) Depreciation allowed                        (g) Cost or other basis                     (h) Gain or (loss) 
                                                    (or allowable)                            plus expense of sale                      ((e) plus (f) minus (g))
     a
     b
     c
     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  
            (i) FMV as of 12/31/69                (j) Adjusted basis                            (k) Excess of col. (i)             col. (k), but not less than -0-) or  
                                                  as of 12/31/69                                over col. (j), if any                   Losses (from col. (h))
     a
     b
     c
     d
     e
                                                                     If gain, also enter in Part I, line 7 
2      Capital gain net income or (net capital loss)                 If (loss), enter -0- in Part I, line 7              }   2
                                                               {
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  .  .        . . .    . .   .   . . .    .     . . .         . .        .   . . .    .   .       . }   3
Part V          Excise Tax Based on Investment Income (Section 4940(a), 4940(b), or 4948—see instructions)
1a     Exempt operating foundations described in section 4940(d)(2), check here                       and enter “N/A” on line 1.
       Date of ruling or determination letter:                       (attach copy of letter if necessary—see instructions)                       1
     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
3      Add lines 1 and 2  .          . .    . .   .   . . .    .     . . .         . .        .   . . .    .   .       . . . .   . .    .        3
4      Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only; others, enter -0-)                              4
5      Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0-  .                            .   . .    .        5
6      Credits/Payments:
     a 2024 estimated tax payments and 2023 overpayment credited to 2024                              .    .           6a
     b Exempt foreign organizations—tax withheld at source  .                      . .        .   . . .    .           6b
     c Tax paid with application for extension of time to file (Form 8868)                        . . .    .           6c
     d Backup withholding erroneously withheld  .              .     . . .         . .        .   . . .    .           6d
7      Total credits and payments. Add lines 6a through 6d               .         . .        .   . . .    .   .       . . . .   . .    .        7
8      Enter any penalty for underpayment of estimated tax. Check here                              if Form 2220 is attached       .    .        8
9      Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed                           .       . . . .   . .    .        9
10     Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid                             .   . .    .        10
11     Enter the amount of line 10 to be: Credited to 2025 estimated tax                                                   Refunded   .          11
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Form 990-PF (2024)                                                                                                                          Page 4 
Part VI-A  Statements Regarding Activities
1 a During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it                      Yes No
    participate or intervene in any political campaign?  .    . . .    . . .   . .  .   . . . .      . . . . .                        1a
b   Did  it  spend  more  than  $100  during  the  year  (either  directly  or  indirectly)  for  political  purposes?  See  the
    instructions for the definition . .    . .  . .   . .     . . .    . . .   . .  .   . . . .      . . . . .                        1b
    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
d   Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
    (1) On the foundation. $                          (2) On foundation managers.  $
e   Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed 
    on foundation managers.    $
2   Has the foundation engaged in any activities that have not previously been reported to the IRS?  .   . . .                        2
    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
4a  Did the foundation have unrelated business gross income of $1,000 or more during the year?  .      . . . .                        4a
b   If “Yes,” has it filed a tax return on Form 990-T for this year? . . . .   . .  .   . . . .      . . . . .                        4b
5   Was there a liquidation, termination, dissolution, or substantial contraction during the year?   . . . . .                        5
    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:
    • By language in the governing instrument, or
    • 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
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
8a  Enter the states to which the foundation reports or with which it is registered. See instructions. 

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
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 tax year beginning in 2024? See the instructions for Part XIII. If “Yes,”
    complete Part XIII  .   . .  .  . .    . .  . .   . .     . . .    . . .   . .  .   . . . .      . . . . .                        9
10  Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their 
    names and addresses .     .  .  . .    . .  . .   . .     . . .    . . .   . .  .   . . . .      . . . . .                        10
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
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
13  Did the foundation comply with the public inspection requirements for its annual returns and exemption application?               13
    Website address  
14  The books are in care of                                                             Telephone no.  
    Located at                                                                                ZIP+4  
15  Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041—check here .    . .                  .     . . . .
    and enter the amount of tax-exempt interest received or accrued during the year .     . . .      . .   15
16  At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority                       Yes No
    over a bank, securities, or other financial account in a foreign country?. . .  .   . . . .      . . . . .                        16
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If “Yes,” enter the name of 
    the foreign country 
                                                                                                                  Form 990-PF (2024) 



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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)
   (2) Borrow  money  from,  lend  money  to,  or  otherwise  extend  credit  to  (or  accept  it  from)  a  disqualified
       person?  .    . . . .    .  .  .  . .       .  . . .  .  . .    .   . . . .   . .  .  .   . . .   .  .       .          1a(2)
   (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?  . . . .   .  .       .          1a(3)
   (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?      .   . . .   .  .       .          1a(4)
   (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)
   (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)
b  If  any  answer  is  “Yes”  to  1a(1)–(6),  did any  of  the  acts  fail  to  qualify  under  the  exceptions  described  in
   Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions  .       .          1b
c  Organizations relying on a current notice regarding disaster assistance, check here  .    .   . . .   .  .       
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
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? If “Yes,” list the years  . .    .   . . . .   . .  .  .   . . .   .  .       .          2a
     20       , 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.
    20        , 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
b  If “Yes,” did it have excess business holdings in 2024 as a result of ( ) any1purchase by the foundation or 
   disqualified persons after May 26, 1969; ( )2the 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  Form  4720,  Schedule  C,  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
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
                                                                                                                      Form 990-PF (2024)



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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)
      (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)
      (3) Provide a grant to an individual for travel, study, or other similar purposes?  .             . . . .   .   . . .        .   5a(3)
      (4) Provide a grant to an organization other than a charitable, etc., organization described in section 4945(d)
          (4)(A)? See instructions  .   . . .  .  .     . .        . . .   . .         . .   . . .      . . . .   .   . . .        .   5a(4)
      (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)
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 here  .                . .   .   . . .
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
b     Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?  .                    6b
      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
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(s) during the year? .      .        . . .   . .         . .   . . .      . . . .   .   . . .        .       8
Part VII     Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and 
             Contractors
1     List all officers, directors, trustees, and foundation managers and their compensation. See instructions.
                                                          (b) Title, and average         (c) Compensation     (d) Contributions to 
                   (a) Name and address                            hours per week          (If not paid,    employee benefit plans     (e) Expense account, 
                                                                   devoted to position       enter -0-)     and deferred compensation  other allowances

2     Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter 
      “NONE.”
                                                                       (b) Title, and average                     (d) Contributions to 
      (a) Name and address of each employee paid more than $50,000     hours per week          (c) Compensation   employee benefit  (e) Expense account, 
                                                                       devoted to position                        plans and deferred   other allowances
                                                                                                                  compensation

Total number of other employees paid over $50,000      .  .        . . .   . .         . .   . . .      . . . .   .   . . .        .
                                                                                                                                      Form 990-PF (2024) 



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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

Total number of others receiving over $50,000 for professional services      . . .                . . . .         . . . .   . . .  
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      Expenses
organizations and other beneficiaries served, conferences convened, research papers produced, etc.
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 . . . . . .                . . . . . .    . . . . . .                . . . .         . . . .   . . .
                                                                                                                                                    Form 990-PF (2024) 



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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
b    Average of monthly cash balances     . . .       . . .  .   . . .   . .  .     . . .    . . . . .                 1b
c    Fair market value of all other assets (see instructions)  . . . .   . .  .     . . .    . . . . .                 1c
d Total (add lines 1a, b, and c)     .  . . . .       . . .  .   . . .   . .  .     . . .    . . . . .                 1d
e    Reduction claimed for blockage or other factors reported on lines 1a and 
     1c (attach detailed explanation) . . . . .       . . .  .   . . .   . .  .       1e
2    Acquisition indebtedness applicable to line 1 assets .  .   . . .   . .  .     . . .    . . . . .                 2
3    Subtract line 2 from line 1d  . .  . . . .       . . .  .   . . .   . .  .     . . .    . . . . .                 3
4    Cash  deemed  held  for  charitable  activities.  Enter  1.5%  (0.015)  of  line  3  (for  greater  amount,  see 
     instructions)  . . . .    . .   .  . . . .       . . .  .   . . .   . .  .     . . .    . . . . .                 4
5    Net value of noncharitable-use assets. Subtract line 4 from line 3    .  .     . . .    . . . . .                 5
6    Minimum investment return. Enter 5% (0.05) of line 5 .      . . .   . .  .     . . .    . . . . .                 6
Part X  Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations
        and certain foreign organizations, check here              and do not complete this part.)
1    Minimum investment return from Part IX, line 6     . .  .   . . .   . .  .     . . .    . . . . .                 1
2a   Tax on investment income for 2024 from Part V, line 5  .    . . .   . .  .       2a
b    Income tax for 2024. (This does not include the tax from Part V.)   . .  .       2b
c    Add lines 2a and 2b  .    . .   .  . . . .       . . .  .   . . .   . .  .     . . .    . . . . .                 2c
3    Distributable amount before adjustments. Subtract line 2c from line 1  . .     . . .    . . . . .                 3
4    Recoveries of amounts treated as qualifying distributions  .  . .   . .  .     . . .    . . . . .                 4
5    Add lines 3 and 4  . .    . .   .  . . . .       . . .  .   . . .   . .  .     . . .    . . . . .                 5
6    Deduction from distributable amount (see instructions)  .   . . .   . .  .     . . .    . . . . .                 6
7    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1  .              7
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
b    Program-related investments—total from Part VIII-B .    .   . . .   . .  .     . . .    . . . . .                 1b
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
                                                                                                                         Form 990-PF (2024) 



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Form 990-PF (2024)                                                                              Page 9 
Part XII  Undistributed Income (see instructions)
                                                       (a)    (b)                 (c)       (d) 
                                                       Corpus Years prior to 2023 2023      2024
1  Distributable amount for 2024 from Part X, line 7
2  Undistributed income, if any, as of the end of 2024:
a  Enter amount for 2023 only  .  . .  .   . .
b  Total for prior years: 20   , 20     , 20
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  . . .  .   . .
4  Qualifying distributions for 2024 from Part XI,  
   line 4:     $
a  Applied to 2023, but not more than line 2a  .
b  Applied to undistributed income of prior years 
   (Election required—see instructions)  . . .
c  Treated as distributions out of corpus (Election 
   required—see instructions)  .  . .  .   . .
d  Applied to 2024 distributable amount    . .
e  Remaining amount distributed out of corpus  
5  Excess distributions carryover applied to 2024 
   (If an amount appears in column (d), the same 
   amount must be shown in column (a).)  .   .
6  Enter  the  net  total  of  each  column  as 
   indicated below:
a  Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
b  Prior  years’  undistributed  income.  Subtract 
   line 4b from line 2b   .  . .  . .  .   . .
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 .  .   . .
d  Subtract  line  6c  from  line  6b.  Taxable   
   amount—see instructions     .  . .  .   . .
e  Undistributed  income  for  2023.  Subtract  line 
   4a  from  line  2a.  Taxable  amount—see 
   instructions  .   . .  .  . .  . .  .   . .
f  Undistributed income for 2024. Subtract lines 
   4d  and  5  from  line  1.  This  amount  must  be 
   distributed in 2025 .  .  . .  . .  .   . .       
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)  .  . .  .   . .
8  Excess  distributions  carryover  from  2019  not 
   applied on line 5 or line 7 (see instructions)  .
9  Excess  distributions  carryover  to  2025. 
   Subtract lines 7 and 8 from line 6a .   . .
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) 



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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 . . . .   . .    .
b  Check box to indicate whether the foundation is a private operating foundation described in section               4942(j)(3) or 4942(j)(5)
2a Enter  the  lesser  of  the  adjusted  net       Tax year                          Prior 3 years
                                                                                                                                   (e) Total
   income  from  Part  I  or  the  minimum          (a) 2024 (b) 2023                   (c) 2022                 (d) 2021
   investment  return  from  Part  IX  for 
   each year listed  .  . .     .    .   .    .
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 23       /  
   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.)
1  Information Regarding Foundation Managers:
a  List 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).)

b  List 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.

2  Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
   Check  here        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.
a  The name, address, and telephone number or email address of the person to whom applications should be addressed:

b  The form in which applications should be submitted and information and materials they should include:

c  Any submission deadlines:

d  Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other factors:

                                                                                                                         Form 990-PF (2024) 



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Form 990-PF (2024)                                                                                                          Page 11 
Part XIV Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment

                                           show any relationship to       status of 
                     Recipient             If recipient is an individual, Foundation           Purpose of grant or          Amount
                                           any foundation manager  
  Name and address (home or business)      or substantial contributor     recipient              contribution

a    Paid during the year                                                                                                   

  Total  .         . . . . . . . . . . . . . .  . . .    . .        .     .    .    . .    . . . . . .    .  .     . 3a
b    Approved for future payment                                                                                                

  Total  .         . . . . . . . . . . . . . .  . . .    . .        .     .    .    . .    . . . . . .    .  .     . 3b
                                                                                                                     Form 990-PF (2024) 



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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 
                                                                 (a)       (b)               (c)                    (d)         function income 
                                                           Business code   Amount          Exclusion code Amount                (See instructions.)
1  Program service revenue:
   a
   b
   c
   d
   e
   f
   g Fees and contracts from government agencies
2  Membership dues and assessments   .        .  .   .
3  Interest on savings and temporary cash investments
4  Dividends and interest from securities  .  .  .   .
5  Net rental income or (loss) from real estate:
   a Debt-financed property   . .  . .        .  .   .
   b Not 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
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)  . .  .   .
13 Total. Add line 12, columns (b), (d), and (e) .   .     .   . . . . . . . . .         . . . . . .      13
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B          Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.  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) 



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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                                           Yes No
      in  section  501(c)  (other  than  section  501(c)(3)  organizations)  or  in  section  527,  relating  to  political 
      organizations?  
    a Transfers from the reporting foundation to a noncharitable exempt organization of:
      (1)    Cash  . . .     .   .    .   .   . . . . . . .   .   . .      . .          . . .   . . . .  .   .   .                         . . . .          1a(1)
      (2)    Other assets    .   .    .   .   . . . . . . .   .   . .      . .          . . .   . . . .  .   .   .                         . . . .          1a(2)
    b Other transactions:
      (1)    Sales of assets to a noncharitable exempt organization        . .          . . .   . . . .  .   .   .                         . . . .          1b(1)
      (2)    Purchases of assets from a noncharitable exempt organization  .              . .   . . . .  .   .   .                         . . . .          1b(2)
      (3)    Rental of facilities, equipment, or other assets .   . .      . .          . . .   . . . .  .   .   .                         . . . .          1b(3)
      (4)    Reimbursement arrangements .         . . . . .   .   . .      . .          . . .   . . . .  .   .   .                         . . . .          1b(4)
      (5)    Loans or loan guarantees  .        . . . . . .   .   . .      . .          . . .   . . . .  .   .   .                         . . . .          1b(5)
      (6)    Performance of services or membership or fundraising solicitations             .   . . . .  .   .   .                         . . . .          1b(6)
    c Sharing of facilities, equipment, mailing lists, other assets, or paid employees  .           . .  .   .   .                         . . . .          1c
    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

2 a   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?  .            . . .  .   .   .                         . . . .               Yes   No
    b If “Yes,” complete the following schedule.
                 (a) Name of organization                     (b) Type of organization                       (c) Description of relationship

      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.
Sign                                                                                                                                           May  the  IRS  discuss  this  return 
                                                                                                                                               with the preparer shown below? 
Here                                                                                                                                           See instructions. Yes   No 
      Signature of officer or trustee                         Date           Title
             Preparer’s name                          Preparer’s signature                          Date                                                    PTIN
Paid                                                                                                                                       Check         if 
                                                                                                                                           self-employed
Preparer 
             Firm’s name                                                                                     Firm’s EIN  
Use Only
             Firm’s address                                                                                  Phone no.
                                                                                                                                                            Form 990-PF (2024) 






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