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
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
1772 FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)60 WASHINGTON STREET SUITE 100
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MORRISTOWN, NJ07960
A Employer identification number

22-2578377
B Telephone number (see instructions)

(860) 985-7759
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$69,125,733J 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... 1,310,839 1,348,012  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -3,791,294
b Gross sales price for all assets on line 6a 58,111,673
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
205,245 43,736  
12 Total. Add lines 1 through 11........ -2,275,210 1,391,748  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 376,142 112,843   249,299
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 92,036 27,611   64,425
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
6,386 0   6,386
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
62,100 9,650   45,125
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
556,964 471,964   85,000
17 Interest...............   6,457    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
55,022 37,691   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 50,416 2,521   47,895
22 Printing and publications.......... 2,100 0   2,100
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
18,756 38,367   17,519
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,219,922 707,104   517,749
25 Contributions, gifts, grants paid....... 6,968,364 4,743,364
26 Total expenses and disbursements. Add lines 24 and 25 8,188,286 707,104   5,261,113
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -10,463,496
b Net investment income (if negative, enter -0-) 684,644
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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............. 3,957,222 1,838,062 1,838,062
2 Savings and temporary cash investments......... 5,741,461 6,375,749 6,375,749
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) 1,512,740 0 0
b Investments—corporate stock (attach schedule)....... 50,179,958 Click to see attachment
List of Attached Documents:
// Content
31,110,028 		31,110,028
c Investments—corporate bonds (attach schedule)....... 786,017 Click to see attachment
List of Attached Documents:
// Content
7,201,200 		7,201,200
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).......... 27,871,042 Click to see attachment
List of Attached Documents:
// Content
21,271,968 		21,271,968
14 Land, buildings, and equipment: basis right arrow6,398
Less: accumulated depreciation (attach schedule) right arrow6,398      
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,127,480 		Click to see attachment
List of Attached Documents:
// Content
1,328,726 		Click to see attachment
List of Attached Documents:
// Content
1,328,726
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 92,175,920 69,125,733 69,125,733
Liabilities 17 Accounts payable and accrued expenses.......... 32,350 54,500
18 Grants payable................. 475,000 2,700,000
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) Click to see attachment
List of Attached Documents:
// Content
370,083 		Click to see attachment
List of Attached Documents:
// Content
0
23 Total liabilities (add lines 17 through 22)......... 877,433 2,754,500
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........... 91,298,487 66,371,233
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........    
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)..... 91,298,487 66,371,233
30 Total liabilities and net assets/fund balances (see instructions). 92,175,920 69,125,733
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
91,298,487
2
Enter amount from Part I, line 27a .....................
2
-10,463,496
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
197,269
4
Add lines 1, 2, and 3 ..........................
4
81,032,260
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
14,661,027
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
66,371,233
Form 990-PF (2022)
Form 990-PF (2022)
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 PUBLICLY TRADED SECURITIES P    
b THE LYME FOREST FUND IV TE LP P    
c THE LYME FOREST FUND V FB, LP P    
d TRILANTIC CAPITAL PARTNERS VI PARALLEL (NORTH AMERICA), LP P    
e THE LYME CONSERVATION OPPORTUNITIES FUND LP P    
HARBOURVEST ACCESS - CO-INVESTMENT FUND V LLC P    
TCP VI SPECIAL SITUATIONS UBTI AIV, LP P    
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 58,037,207   61,902,967 -3,865,760
b       133,376
c       12,759
d       22,818
e       1,270
      20,129
      -239
74,466     74,466
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       -3,865,760
b       133,376
c       12,759
d       22,818
e       1,270
      20,129
      -239
      74,466
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 -3,601,181
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  
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
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 9,517
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 9,517
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 9,517
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 16,344
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 6,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 22,344
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
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 12,827
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow12,827 Refundedright arrow 11 0
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 arrowNJ
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 2022 or the taxable year beginning in 2022? 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
Form 990-PF (2022)
Form 990-PF (2022)
Page 5
Part VI-A
Statements Regarding Activities (continued)
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 arrowWWW.1772FOUNDATION.ORG
14
The books are in care ofright arrowSTEPHEN M DELARGY CPA Telephone no.right arrow (860) 985-7759

Located atright arrowC/O FRANCHINO DELARGY LLP 60WASHINGTON STREET SUITE 100MORRISTOWNNJ ZIP+4right arrow07960
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 2022, 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
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
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
B DANFORTH ELY VP PRESIDENT
15.00 		24,150 0 0
PO BOX 112
POMFRET CENTER,CT06259
MARGARET WALDOCK PRESIDENT
5.00 		48,150 0 0
PO BOX 112
POMFRET CENTER,CT06259
THOMAS MORIARITY TREASURER
5.00 		36,150 0 0
PO BOX 112
POMFRET CENTER,CT06259
RICHARD YOUNGKEN TRUSTEE
5.00 		24,150 0 0
PO BOX 112
POMFRET CENTER,CT06259
MELISSA JEST TRUSTEE
5.00 		23,400 0 0
PO BOX 112
POMFRET CENTER,CT06259
MARY A ANTHONY EXECUTIVE DIRECTOR
40.00 		220,142 77,809 0
PO BOX 112
POMFRET CENTER,CT06259
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 (2022)
Form 990-PF (2022)
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
GRAYSTONE CONSULTING INVESTMENT MANAGEMENT 471,964
125 HIGH STREET
BOSTON,MA02110
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
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
66,913,369
b
Average of monthly cash balances.......................
1b
5,820,133
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
72,733,502
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
72,733,502
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,091,003
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
71,642,499
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,582,125
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
3,582,125
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
9,517
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
9,517
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,572,608
4
Recoveries of amounts treated as qualifying distributions................
4
861,576
5
Add lines 3 and 4............................
5
4,434,184
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
4,434,184
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
5,261,113
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
5,261,113
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 4,434,184
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 798,474
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 5,261,113
a Applied to 2021, but not more than line 2a 798,474
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 2022 distributable amount..... 4,434,184
e Remaining amount distributed out of corpus 28,455
5 Excess distributions carryover applied to 2022. 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 28,455
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		0
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 2017 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		28,455
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022.... 28,455
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, 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) 2022 (b) 2021 (c) 2020 (d) 2019
         
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
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 (2022)
Form 990-PF (2022)
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

ALABAMA AFRICAN AMERICAN CIVIL RIGHTS HERITAGE SITES CONSORTIUM

209 20TH ST NORTH 148
BIRMINGHAM,AL35203 		N/A PC ORGANIZATIONAL CAPACITY 125,000

ARCHITECTURE 2030

607 CERRILLOS ROAD SUITE G
SANTA FE,NM87505 		N/A PC CARBON AVOIDED RETROFIT ESTIMATOR 90,000

ARLINGTON FREE CLINIC

2921 11TH ST SOUTH
ARLINGTON,VA22204 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 3,500

AUGUSTA AFRICAN AMERICAN HISTORIC PRESERVATION COUNCIL

2223 GRANDWOOD LANE
AUGUSTA,GA30909 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 2,500

BLACK HISTORY IN ACTION FOR CAMBRIDGEPORT

137 ALLSTON STREET
CAMBRIDGE,MA02139 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 5,000

BLACK HISTORY IN ACTION FOR CAMBRIDGEPORT

137 ALLSTON STREET
CAMBRIDGE,MA02139 		N/A PC ST. AUGUSTINES AFRICAN ORTHODOX CHURCH PRESERVATION AND ADAPTIVE REUSE 150,000

BLACKSPACE

96 STERLING ST APT B
BROOKLYN,NY11225 		N/A PC HERITAGE CONSERVATION PROJECTS, PROGRAM STRATEGIST 85,000

CECIL WILLIAMS SOUTH CAROLINA CIVIL RIGHTS MUSEUM

1865 LAKE DR
ORANGEBURG,SC29115 		N/A PC SOUTH CAROLINA HISTORY THAT SHAPED AMERICA: ARTS IN EDUCATION IMAGE SERIES 50,000

CENTER FOR HEIRS' PROPERTY PRESERVATION

1535 SAM RITTENBERG BLVD SUITE D
CHARLESTON,SC29407 		N/A PC EXPANSION OF SERVICE AREA, PILOT REPLICATION PROJECT 125,000

CINCINNATI PRESERVATION ASSOCIATION

430 READING RD SUITE 300
CINCINNATI,OH45202 		N/A PC REVOLVING FUND 55,000

CLEVELAND RESTORATION SOCIETY

3751 PROSPECT AVE
CLEVELAND,OH44115 		N/A PC REVOLVING FUND 35,000

COASTAL COMMUNITY FOUNDATION

1691 TURNBULL AVE
NORTH CHARLESTON,SC29405 		N/A PC COMMUNITY WORKS CDC, REVEREND PINCKNEY SCHOLARSHIP PROGRAM 1,000,000

COLUMBUS LANDMARKS

57 JEFFERSON AVE
COLUMBUS,OH43215 		N/A PC REVOLVING FUND 50,000

COMMUNITY FOUNDATION OF EAST MISSISSIPPIMERIDIAN ARCHITECTURAL TRUST

4817 N PARK DR
MERIDIAN,MS39305 		N/A PC REVOLVING FUND FEASIBILITY STUDY 8,000

CONTEMPORARY THEATER COMPANY

327 MAIN ST
SOUTH KINGSTOWN,RI02879 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 7,500

CULTURAL TREASURES FOUNDATION

1233 20TH ST NW SUITE 703
WASHINGTON,DC20036 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 1,500

CULTURE CENTERS INTERNATIONAL

160 ELLENDALE LANE NW
ATLANTA,GA30318 		N/A PC FOUNTAIN HALL AT MORRIS BROWN COLLEGE 75,000

DORCHESTER IMPROVEMENT ASSOCIATIONSUSIE KING TAYLOR WOMEN'S INSTITUTE

PO BOX 51
MIDWAY,GA31320 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 5,000

DR MARTIN LUTHER KING JR COMMUNITY CENTER

20 DR MARCUS F WHEELAND BLVD
NEWPORT,RI02840 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 1,500

FAIRMOUNT PARK CONSERVANCY

THE OHIO HOUSE 4700 STATES DR
PHILADELPHIA,PA19131 		N/A PC OHIO HOUSE 30,000

FRIENDS OF HERRING RIVER

PO BOX 565
SOUTH WELLFLEET,MA02633 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 1,000

FRIENDS OF HOPEWELL VALLEY OPEN SPACE

32 FIDDLERS CREEK ROAD
TITUSVILLE,NJ08560 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 10,000

FRIENDS OF THE POMFRET PUBLIC LIBRARY

PO BOX 91
POMFRET,CT06258 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 2,000

FRIENDS OF THE RANDOLPH ANIMAL POUND

RANDOLPH TOWN HALL 502 MILLBROOK
AVE
RANDOLPH,NJ07869 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 1,000

FRIENDS OF THE SAUGATUCKET

PO BOX 5753
WAKEFIELD,RI02880 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 2,500

GALVESTON HISTORICAL FOUNDATION INC

PO BOX 149
GALVESTON,TX77553 		N/A PC REVOLVING FUND 30,000

GHB

ONE GUEST ST
BOSTON,MA02135 		N/A PC AMERICAN EXPERIENCE DOCUMENTARY SERIES 100,000

GHB

ONE GUEST ST
BOSTON,MA02135 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 5,000

HAMILTON PARTNERSHIP FOR PATERSON INC

72 MCBRIDE AVE
PATERSON,NJ07501 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 5,000

HISTORIC AUGUSTA INCORPORATED

PO BOX 37
AUGUSTA,GA30903 		N/A PC REVOLVING FUND 35,000

HISTORIC BOSTON INCORPORATED

3 SCHOOL STREET
BOSTON,MA02108 		N/A PC REVOLVING FUND 50,000

HISTORIC MACON FOUNDATION INC

PO BOX 13358
MACON,GA31208 		N/A PC REVOLVING FUND 75,000

HISTORIC RICHMOND

4 EAST MAIN ST SUITE 1C
RICHMOND,VA23219 		N/A PC REVOLVING FUND 50,000

HISTORIC SAVANNAH FOUNDATION INC

PO BOX 1733
SAVANNAH,GA314021733 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 5,000

HISTORIC WILMINGTON FOUNDATION INC

211 ORANGE ST
WILMINGTON,NC25401 		N/A PC REVOLVING FUND 35,000

HUNTERDON LAND TRUST

111 MINE ST
FLEMINGTON,NJ088221474 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 10,000

JIM-REE AFRICAN AMERICAN MUSEUM

PO BOX 6281
ELBERTON,GA306352260 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 2,500

JOSHUA'S TRACT CONSERVATION & HISTORIC TRUST

PO BOX 4
MANSFIELD CENTER,CT062500004 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 2,500

KEAN UNIVERSITY FOUNDATION

1000 MORRIS AVE
UNION,NJ07083 		N/A PC POST-DOCTORAL FELLOWSHIP 55,000

MADISON-MORGAN CONSERVANCY

PO BOX 742
MADISON,GA30650 		N/A PC SEED HOUSE AND SUSTAINABLE TECHNOLOGY REVOLVING FUNDS 56,000

MAIN STREET AMERICA

53 WEST JACKSON BLVD SUITE 350
CHICAGO,IL60604 		N/A PC CONFERENCE, REAL ESTATE FINANCE TRAINING, RESEARCH INITIATIVE 100,000

MAINE PRESERVATION

PO BOX 488
YARMOUTH,ME04096 		N/A PC NORTHERN NEW ENGLAND TRADES TRAINING PROGRAM 13,040

MAINE PRESERVATION

PO BOX 488
YARMOUTH,ME04096 		N/A PC HISTORIC PRESERVATION GRANTMAKING IN ME 140,000

MANSHIP ARTISTS RESIDENCE AND STUDIO

1157 WASHINGTON ST
GLOUCESTER,MA01930 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 1,000

MENDHAM TOWNSHIP FIRST AID SQUAD

2 WEST MAIN ST
BROOKSIDE,NJ07926 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 1,000

MORRISTOWN MEDICAL CENTER

PO BOX 1956
MORRISTOWN,NJ07960 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 1,000

NATIONAL PRESERVATION PARTNERS NETWORK

PO BOX 2446
WOBURN,MA01888 		N/A PC REVOLVING FUND RESOURCE GUIDE 20,000

NATIONAL TRUST FOR SCOTLAND FOUNDATION USA

45 SCHOOL ST 3RD FLOOR
BOSTON,MA02108 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 5,000

NEW BERN PRESERVATION FOUNDATION INC

510-B POLLOCK STREET
NEW BERN,NC28560 		N/A PC REVOLVING FUND FEASIBILITY STUDY 20,000

NEW HAMPSHIRE PRESERVATION ALLIANCE

7 EAGLE SQUARE
CONCORD,NH03301 		N/A PC HISTORIC PRESERVATION GRANTMAKING IN NH 140,000

NEW YORK CITY HISTORIC PROPERTIES FUND

ONE WHITEHALL STREET 21ST FLOOR
NEW YORK,NY10004 		N/A PC REVOLVING FUND 50,000

NEWPORT RESTORATION FOUNDATION

51 TOURO ST
NEWPORT,RI02840 		N/A PC PRESERVATION TRADES SPECIALIST TRAINING PROGRAM 30,000

NITECAP ALLIANCE

9421 NW 13TH ST
PLANTATION,FL33322 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 1,500

PARTNERS FOR SACRED PLACES

1700 SANSOM ST 10TH FLOOR
PHILADELPHIA,PA19103 		N/A PC REVOLVING FUND 40,000

PRESERVATION ACTION FOUNDATIONCENTER FOR PRESERVATION INITIATIVES

2020 PENNSYLVANIA AVE NW 313
WASHINGTON,DC20006 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 14,000

PRESERVATION CONNECTICUT

940 WHITNEY AVE
HAMDEN,CT06517 		N/A PC HISTORIC PRESERVATION GRANTMAKING IN CT 115,000

PRESERVATION MARYLAND

3600 CLIPPER MILL RD SUITE 248
BALTIMORE,MD21211 		N/A PC PRESERVATION TRADES PROGRAMS CONVENING 65,000

PRESERVATION MARYLAND

3600 CLIPPER MILL RD SUITE 248
BALTIMORE,MD21211 		N/A PC CENTER FOR CLIMATE HERITAGE STUDIES 45,000

PRESERVATION MARYLAND

3600 CLIPPER MILL RD SUITE 248
BALTIMORE,MD21211 		N/A PC PRESERVECAST PODCAST SERIES 10,000

PRESERVATION MASSACHUSETTS

6 MAIN ST EXT SUITE 613
PLYMOUTH,MA02360 		N/A PC HISTORIC PRESERVATION GRANTMAKING IN MA 140,000

PRESERVATION NORTH CAROLINA

PO BOX 27644
RALEIGH,NC27611 		N/A PC AFRICAN AMERICAN BUILDING PRESERVATION FUND 50,000

PRESERVATION RESOURCE CENTER OF NEW ORLEANS

923 TCHOUPITOULAS ST
NEW ORLEANS,LA70130 		N/A PC REVOLVING FUND 75,000

PRESERVATION TRUST OF VERMONT

104 CHURCH ST
BURLINGTON,VT05401 		N/A PC HISTORIC PRESERVATION GRANTMAKING IN VT 140,000

PRESERVE CHATTANOOGA

1400 MARKET ST SUITE 100
CHATTANOOGA,TN37402 		N/A PC REVOLVING FUND FEASIBILITY STUDY 15,000

PRESERVE MONTANA

PO BOX 101
HELENA,MT59624 		N/A PC REVOLVING FUND 35,000

PRESERVE RHODE ISLAND

957 N MAIN ST
PROVIDENCE,RI02904 		N/A PC HISTORIC PRESERVATION GRANTMAKING IN RI 138,049

PRESERVE RHODE ISLAND

957 N MAIN ST
PROVIDENCE,RI02904 		N/A PC MARY MOWRY HOUSE PRESERVATION EASEMENT 25,000

RALSTON CIDER MILL

336 MENDHAM RD W
MENDHAM,NJ07945 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 1,000

RALSTON ENGINE COMPANY NO 1

322 MENDHAM RD W
MENDHAM,NJ07945 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 1,000

RARITAN HEADWATERS ASSOCIATION

PO BOX 273
GLADSTONE,NJ07934 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 11,000

RESPONSIBLE HOSPITALITY INSTITUTE

4200 SCOTTS VALLEY DR SUITE B
SCOTTS VALLEY,CA95066 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 2,500

RESTORE MOBILE

PO BOX 40037
MOBILE,AL36640 		N/A PC REVOLVING FUND 25,000

SARATOGA SPRINGS PRESERVATION FOUNDATION INC

112 SPRING ST SUITE 203
SARATOGA SPRINGS,NY12866 		N/A PC REVOLVING FUND 35,000

SHELBURNE FARMS

1611 HARBOR RD
SHELBURNE FALLS,VT05482 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 2,000

SHERIDAN COMMUNITY LAND TRUST

PO BOX 7185
SHERIDAN,WY82801 		N/A PC REVOLVING FUND FEASIBILITY STUDY 20,000

SOUTH COUNTY ART ASSOCIATION

2587 KINGSTOWN RD
KINGSTON,RI02881 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 7,500

SOUTH COUNTY HISTORY CENTER

2636 KINGSTOWN RD
KINGSTON,RI02881 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 7,500

STAGES OF FREEDOM

10 WESTMINSTER ST
PROVIDENCE,RI02903 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 1,000

TEWKSBURY LAND TRUST

PO BOX 490
TEWKSBURY,NJ08858 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 1,000

THE GEORGIA TRUST FOR HISTORIC PRESERVATION

1516 PEACHTREE ST NW
ATLANTA,GA30309 		N/A PC REVOLVING FUND 50,000

THE ISLAND INSTITUTE

386 MAIN ST 3345
ROCKPORT,ME04841 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 1,000

THE L'ENFANT TRUST

2000 P ST NW SUITE 320
WASHINGTON,DC20036 		N/A PC REVOLVING FUND 65,000

THE SLAVE DWELLING PROJECT

104 ELON DR
LADSON,SC29456 		N/A PC CONFERENCE SUPPORT 50,000

THE TRUST FOR PUBLIC LAND

101 MONTGOMERY ST SUITE 900
SAN FRANCISCO,CA94104 		N/A PC BLACK HISTORY AND CULTURE INITIATIVE 250,000

THOMPSON ECUMENICAL EMPOWERMENT GROUP (TEEG)

15 THATCHER RD
NORTH GROSVENORDALE,CT06255 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 3,000

TUSKEGEE UNIVERSITY

DEANS OFFICE COLLEGE OF ARTS
SCIENCES
TUSKEGEE,AL36088 		N/A PC ARMSTRONG HALL 50,000

VERMONT LAW & GRADUATE SCHOOL

PO BOX 26
SOUTH ROYALTON,VT05068 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 5,000

VIRTUOUS WOMEN OF LIFE ACADEMY

950 EAGLES LANDING PKWY SUITE 291
STOCKBRIDGE,GA30281 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 5,000

WASHINGTON COUNTY ELDERITE ASSOCIATION

PO BOX 6137
SANDERSVILLE,GA31082 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 5,000

WATERFRONT HISTORIC AREA LEAGUE (WHALE)

15 JOHNNY CAKE HILL
NEW BEDFORD,MA02740 		N/A PC NEW BEDFORD COMMUNITY ASSET MAPPING 90,000

WATERFRONT HISTORIC AREA LEAGUE (WHALE)

15 JOHNNY CAKE HILL
NEW BEDFORD,MA02740 		N/A PC GENERAL OPERATING SUPPORT 113,275

WATERFRONT HISTORIC AREA LEAGUE (WHALE)

15 JOHNNY CAKE HILL
NEW BEDFORD,MA02740 		N/A PC REVOLVING FUND 75,000
Total .................................right arrow 3a 4,743,364
bApproved for future payment

COASTAL COMMUNITY FOUNDATION
1691 TURNBULL AVE
NORTH CHARLESTON,SC29405 		N/A PC PINCKNEY SCHOLARS AND PLACE-BASED IMPACT INVESTMENT PROGRAM 1,000,000

GHB
ONE GUEST ST
BOSTON,MA02135 		N/A PC AMERICAN EXPERIENCE DOCUMENTARY SERIES 200,000

HISTORIC NEW ENGLAND
141 CAMBRIDGE STREET
BOSTON,MA02114 		N/A PC SUSTAINABILITY AND CLIMATE ACTION WORK 200,000

NATIONAL TRUST FOR HISTORIC PRESERVATION
600 14TH STREET NW SUITE 500
WASHINGTON,DC20005 		N/A PC AFRICAN AMERICAN CULTURAL HERITAGE ACTION FUND 250,000

NATIONAL TRUST FOR SCOTLAND FOUNDATION USA
45 SCHOOL ST 3RD FLOOR
BOSTON,MA02108 		N/A PC START-UP ASSISTANCE FOR AN TAISCE SUPPORTING ORGANIZATION 50,000

THE TRUST FOR PUBLIC LAND
101 MONTGOMERY ST SUITE 900
SAN FRANCISCO,CA94104 		N/A PC BLACK HISTORY AND CULTURE PROGRAM 1,000,000
Total ................................. right arrow 3b 2,700,000
Form 990-PF (2022)
Form 990-PF (2022)
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
aINTEREST ON PRI         34,116
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 1,310,839  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     01 7,853  
8 Gain or (loss) from sales of assets other than
inventory ............ 		901101 11,541 18 -3,802,835  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aMA TAX CREDIT 		    01 163,276  
bOTHER K-1 INCOME 901101 -30,607 01 30,607  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -19,066 -2,290,260 34,116
13Total. Add line 12, columns (b), (d), and (e)..................
13
-2,275,210
(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.)
1A INTEREST ON PROGRAM RELATED INVESTMENTS FOR HISTORIC PRESERVATION
Form 990-PF (2022)
Form 990-PF (2022)
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.
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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 SmallBullet
 Firm's EIN SmallBullet
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 Phone no.
Form 990-PF (2022)
Additional Data


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Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
1772 FOUNDATION INC
EIN:
22-2578377
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BOOKKEEPING FEES-FRANCHINO & DELARGY, LLP 19,300 9,650   9,825
AUDIT AND TAX SERVICES- PKF O'CONNOR DAVIES 42,800 0   35,300

TY 2022 InvestmentsCorpBondsSchedule
Name:
1772 FOUNDATION INC
EIN:
22-2578377
Name of Bond End of Year Book Value End of Year Fair Market Value
AEP TEXAS INC 196,000.000 QTY 188,188 188,188
AERCAP IRELAND CAPITAL DAC 150,000.000 QTY 139,686 139,686
AIRCASTLE LTD 248,000.000 QTY 233,219 233,219
AMERICAN EXPRESS CO FXD TO 05/20/32 VAR 4.989% 4,000.000 QTY 3,863 3,863
AMERICAN TOWER CORP 139,000.000 QTY 107,427 107,427
AMGEN INC 256,000.000 QTY 223,735 223,735
AT&T INC 235,000.000 QTY 184,490 184,490
BAKER HUGHES HOLDINGS LLC 244,000.000 QTY 225,999 225,999
BANCO SANTANDER SA 200,000.000 QTY 169,183 169,183
BARCLAYS PLC FXD TO 06/20/29 VAR THRAFTR 5.0880% 200,000.000 QTY 184,998 184,998
BAT CAPITAL CORP 162,000.000 QTY 134,818 134,818
BAT CAPITAL CORP 212,000.000 QTY 165,182 165,182
BLACK HILLS CORP 4,000.000 QTY 3,225 3,225
BOEING CO/THE 174,000.000 QTY 152,588 152,588
BOSTON PROPERTIES LP 23,000.000 QTY 19,086 19,086
BP CAPITAL MARKETS AMERICA INC 236,000.000 QTY 197,383 197,383
BRIXMOR OPERATING PARTNERSHIP LP 258,000.000 QTY 227,399 227,399
CITIGROUP INC FXD TO 032030 VAR THRAFTR 4.4120% 147,000.000 QTY 135,111 135,111
COMCAST CORP 4,000.000 QTY 3,231 3,231
COMCAST CORP 91,000.000 QTY 84,129 84,129
DEUTSCHE BANK AG/NEW YORK DUE 09/20/30 VAR THRAFTR 3.5470% 150,000.000 QTY 120,740 120,740
DEUTSCHE BANK AG/NEW YORK DUE 12/02/40 VAR THRAFTR 150,000.000 QTY 143,406 143,406
DR HORTON INC 322,000.000 QTY 300,178 300,178
ELEVANCE HEALTH INC 136,000.000 QTY 126,710 126,710
FIDELITY NATIONAL FINANCIAL INC 196,000.000 QTY 165,732 165,732
GENERAL MOTORS FINANCIAL CO INC 174,000.000 QTY 165,700 165,700
GOLDMAN SACHS GROUP INC/THE DUE 02/20/32 VAR THRAFTR 3.102% 19,000.000 QTY 15,502 15,502
HSBC HOLDINGS PLC DUE 03/20/32 VAR THRAFTR 4.762% 200,000.000 QTY 173,780 173,780
HUDSON PACIFIC PROPERTIES LP 162,000.000 QTY 138,715 138,715
ING GROEP NV FXD TO 03/20/32 VAR THRAFTR 4.252% 200,000.000 QTY 176,658 176,658
MARRIOTT INTERNATIONAL INC/MD 246,000.000 QTY 205,537 205,537
MICRON TECHNOLOGY INC 246,000.000 QTY 223,524 223,524
MIZUHO FINANCIAL GROUP INC 1.9790% DUE 09/20/30 200,000.000 QTY 153,453 153,453
NATWEST GROUP PLC FXD TO 05/20/29 VAR THRAFTR 4.4450% 200,000.000 QTY 181,997 181,997
NOMURA HOLDINGS INC. 200,000.000 QTY 167,127 167,127
ONEOK INC 74,000.000 QTY 75,116 75,116
ORACLE CORP 16,000.000 QTY 14,720 14,720
ORACLE CORP 234,000.000 QTY 215,092 215,092
PHILIP MORRIS INTERNATIONAL INC 170,000.000 QTY 137,846 137,846
PHILIP MORRIS INTERNATIONAL INC 6,000.000 QTY 5,470 5,470
SABINE PASS LIQUEFACTION LLC 224,000.000 QTY 219,946 219,946
SANTANDER HOLDINGS USA INC 20,000.000 QTY 18,602 18,602
SMITH & NEPHEW PLC 384,000.000 QTY 303,153 303,153
SOUTHERN CALIFORNIA EDISON CO 1,000.000 QTY 839 839
SOUTHERN CALIFORNIA EDISON CO 2,000.000 QTY 1,743 1,743
SOUTHWEST AIRLINES CO 162,000.000 QTY 160,310 160,310
SOUTHWEST GAS CORP 300,000.000 QTY 263,756 263,756
STARBUCKS CORP 68,000.000 QTY 57,286 57,286
SVB FINANCIAL GROUP FXD TO 04/20/32 VAR THRAFTR 4.5700% 270,000.000 QTY 235,616 235,616
TELUS CORP 15,000.000 QTY 12,825 12,825
UNION PACIFIC CORP 9,000.000 QTY 7,763 7,763
VMWARE INC 240,000.000 QTY 224,290 224,290
WALT DISNEY CO/THE 6,000.000 QTY 5,128 5,128

TY 2022 InvestmentsCorpStockSchedule
Name:
1772 FOUNDATION INC
EIN:
22-2578377
Name of Stock End of Year Book Value End of Year Fair Market Value
ABB LTD (ABB) 2,501.000 SHS 76,180 76,180
ABBVIE INC COM (ABBV) 2,139.000 SHS 345,684 345,684
ACADIA HEALTHCARE COMPANY INC (ACHC) 766.000 SHS 63,057 63,057
ACCURAY INC (ARAY) 4,092.000 SHS 8,552 8,552
ADEIA INC COM (ADEA) 1,894.000 SHS 17,955 17,955
ADIENT PLC COM (ADNT) 1,504.000 SHS 52,174 52,174
ADVANCED MICRO DEVICES (AMD) 2,705.000 SHS 175,203 175,203
ADYEN N V UNSPONSRED ADR (ADYEY) 5,305.000 SHS 72,944 72,944
AEGON NV ADR (AEG) 15,147.000 SHS 76,341 76,341
AERCAP HOLDINGS N.V (AER) 5,799.000 SHS 338,198 338,198
AES CORP (AES) 4,791.000 SHS 137,789 137,789
AFFILIATED MGRS GROUP INC (AMG) 497.000 SHS 78,740 78,740
AGILENT TECHNOLOGIES (A) 730.000 SHS 109,245 109,245
AGREE REALTY CORP (ADC) 467.000 SHS 33,124 33,124
AIA GROUP LTD SPON ADR (AAGIY) 2,693.000 SHS 119,798 119,798
AIR LEASE CORP CL A (AL) 3,433.000 SHS 131,896 131,896
AIR LIQUIDE ADR (AIQUY) 1,220.000 SHS 34,478 34,478
AKAMAI TECHNOLOGIES INC (AKAM) 477.000 SHS 40,211 40,211
ALBEMARLE CORPORATION (ALB) 327.000 SHS 70,913 70,913
ALCON INC (ALC) 682.000 SHS 46,751 46,751
ALEXANDRIA REAL ESTATE EQ INC (ARE) 877.000 SHS 127,753 127,753
ALFA LAVAL AB-UNSPONS ADR (ALFVY) 1,218.000 SHS 35,198 35,198
ALLIANZ SE ADR (ALIZY) 5,262.000 SHS 112,823 112,823
ALLSTATE CORP (ALL) 1,010.000 SHS 136,956 136,956
ALPHABET INC CL C (GOOG) 4,134.000 SHS 366,817 366,817
AMAZON COM INC (AMZN) 4,925.000 SHS 413,700 413,700
AMBEV S A SPONSORED ADR (ABEV) 13,967.000 SHS 37,990 37,990
AMERICA MOVIL SA DE CV ADR L (AMX) 4,101.000 SHS 74,638 74,638
AMERICAN HOMES 4 RENT CL A (AMH) 1,094.000 SHS 32,973 32,973
AMERICAN TOWER CORP (AMT) 2,177.000 SHS 461,219 461,219
AMERIPRISE FINCL INC (AMP) 777.000 SHS 241,934 241,934
AMNEAL PHARMACEUTICLS INC CL A (AMRX) 2,425.000 SHS 4,826 4,826
ANALOG DEVICES INC (ADI) 283.000 SHS 46,420 46,420
AON PLC CL A (AON) 380.000 SHS 114,053 114,053
APARTMENT INCOME REIT CORP (AIRC) 1,135.000 SHS 38,942 38,942
APARTMENT INV&MGMT CL A (AIV) 3,368.000 SHS 23,980 23,980
APPLE INC (AAPL) 2,134.000 SHS 277,271 277,271
ARCOSA INC (ACA) 169.000 SHS 9,183 9,183
ARGENX SE ADR (ARGX) 175.000 SHS 66,295 66,295
ARROW ELECTRONICS (ARW) 951.000 SHS 99,446 99,446
ASBURY AUTOMOTIVE GROUP INC (ABG) 320.000 SHS 57,360 57,360
ASML HOLDING NV NY REG NEW (ASML) 283.000 SHS 154,631 154,631
ASSURANT INC (AIZ) 808.000 SHS 101,048 101,048
ASTRAZENECA PLC ADR (AZN) 898.000 SHS 60,884 60,884
ATLAS COPCO AS A ADR A NEW (ATLKY) 7,543.000 SHS 89,113 89,113
ATLASSIAN CORPORATION CL A (TEAM) 672.000 SHS 86,473 86,473
ATRICURE INC COM (ATRC) 349.000 SHS 15,489 15,489
AVALONBAY COMM INC (AVB) 222.000 SHS 35,857 35,857
AVANOS MEDICAL INC (AVNS) 603.000 SHS 16,317 16,317
AVERY DENNISON CORPORATION (AVY) 541.000 SHS 97,921 97,921
BABCOCK & WILCOX ENTERPRIS INC (BW) 3,826.000 SHS 22,076 22,076
BAE SYS PLC SPON ADR (BAESY) 1,769.000 SHS 72,862 72,862
BANCO BILBAO VIZ ARG SA ADS (BBVA) 18,332.000 SHS 110,175 110,175
BANK OF AMERICA CORP (BAC) 4,134.000 SHS 136,918 136,918
BANK OF NT BUTTERFIELD&SON LTD (NTB) 1,303.000 SHS 38,842 38,842
BANKUNITED INC (BKU) 1,081.000 SHS 36,722 36,722
BAXTER INTL INC (BAX) 2,911.000 SHS 148,374 148,374
BECTON DICKINSON & CO (BDX) 353.000 SHS 89,768 89,768
BERRY GLOBAL GROUP I (BERY) 1,785.000 SHS 107,868 107,868
BHP GROUP LIMITED ADR (BHP) 1,328.000 SHS 82,402 82,402
BLACK KNIGHT INC (BKI) 1,516.000 SHS 93,613 93,613
BLACKSTONE INC (BX) 1,832.000 SHS 135,916 135,916
BLOOM ENERGY CORP COM CL A (BE) 1,022.000 SHS 19,541 19,541
BOOZ ALLEN HAMILTON HLDG CL-A (BAH) 493.000 SHS 51,528 51,528
BOSTON PROPERTIES INC (BXP) 532.000 SHS 35,953 35,953
BOX,INC. CL A (BOX) 508.000 SHS 15,814 15,814
BREAD FINANCIAL HOLDINGS INC (BFH) 1,012.000 SHS 38,112 38,112
BRITISH AMER TOB SPON ADR (BTI) 1,714.000 SHS 68,526 68,526
BROADCOM INC (AVGO) 438.000 SHS 244,899 244,899
CAESARS ENTERTAINMENT INC NEW (CZR) 1,162.000 SHS 48,339 48,339
CALERES INC (CAL) 605.000 SHS 13,479 13,479
CAMDEN PROPERTY TRUST (CPT) 341.000 SHS 38,151 38,151
CANADIAN NATL RAILWAY CO (CNI) 271.000 SHS 32,216 32,216
CANON INC ADR NEW (CAJ) 2,983.000 SHS 64,671 64,671
CAPITAL ONE FINANCIAL CORP (COF) 844.000 SHS 78,458 78,458
CARDIOVASCULAR SYSTEMS INC (CSII) 599.000 SHS 8,158 8,158
CARTER'S (CRI) 587.000 SHS 43,796 43,796
CBRE GROUP INC CL A (CBRE) 1,166.000 SHS 89,735 89,735
CELANESE CORP SERIES A COM STK (CE) 1,730.000 SHS 176,875 176,875
CENTENE CORPORATION (CNC) 3,793.000 SHS 311,064 311,064
CENTRAIS ELEC BRAS SP ADR CM (EBR) 8,148.000 SHS 64,614 64,614
CEVA INC (CEVA) 540.000 SHS 13,813 13,813
CHARLES RIVER LABS INTL INC (CRL) 364.000 SHS 79,316 79,316
CHARLES SCHWAB NEW (SCHW) 2,468.000 SHS 205,486 205,486
CHARTER COMMUNICATIONS INC (CHTR) 89.000 SHS 30,180 30,180
CHATHAM LODGING TRUST COM (CLDT) 794.000 SHS 9,742 9,742
CHEVRON CORP (CVX) 973.000 SHS 174,644 174,644
CHICOS FAS INC (CHS) 1,708.000 SHS 8,403 8,403
CHILDREN'S PLACE INC (PLCE) 344.000 SHS 12,528 12,528
CHOICE HOTELS INTL INC NEW (CHH) 272.000 SHS 30,638 30,638
CHUGAI PHARMACEUTIC UNSP ADR (CHGCY) 3,682.000 SHS 46,993 46,993
CHURCH & DWIGHT CO INC (CHD) 510.000 SHS 41,111 41,111
CIENA CORP NEW (CIEN) 1,870.000 SHS 95,333 95,333
CIGNA CORP (CI) 604.000 SHS 200,129 200,129
CITIGROUP INC NEW (C) 3,027.000 SHS 136,911 136,911
CLEAN HARBORS (CLH) 304.000 SHS 34,692 34,692
CLEVELAND CLIFFS INC (CLF) 2,728.000 SHS 43,948 43,948
CNX RESOURC CORP (CNX) 1,187.000 SHS 19,989 19,989
COCA-COLA FEMSA, S.A.B. DE C.V (KOF) 959.000 SHS 65,097 65,097
COGNYTE SOFTWARE LTD (CGNT) 3,370.000 SHS 10,481 10,481
COHERENT CORP (COHR) 240.000 SHS 8,424 8,424
COMCAST CORP CLASS A (CMCSA) 3,903.000 SHS 136,488 136,488
COMERICA INC (CMA) 553.000 SHS 36,968 36,968
COMMSCOPE HOLDING COMPANY INC (COMM) 3,091.000 SHS 22,719 22,719
COMPANHIA PARANAENSE ENERG ADR (ELP) 9,529.000 SHS 68,514 68,514
CONCENTRIX CORP (CNXC) 495.000 SHS 65,914 65,914
CONDUENT INC (CNDT) 8,957.000 SHS 36,276 36,276
CONOCOPHILLIPS (COP) 389.000 SHS 45,902 45,902
COOPER CO INC NEW (COO) 126.000 SHS 41,664 41,664
COPA HOLDINGS,S.A. CLA A (CPA) 725.000 SHS 60,298 60,298
COPART INC (CPRT) 946.000 SHS 57,602 57,602
COSTAR GROUP INC (CSGP) 2,308.000 SHS 178,362 178,362
CREDICORP LTD (BAP) 559.000 SHS 75,834 75,834
CRITEO S.A. ADR (CRTO) 2,477.000 SHS 64,551 64,551
CROWN CASTLE INC (CCI) 936.000 SHS 126,959 126,959
CROWN HLDGS INC (HOLDING CO) (CCK) 657.000 SHS 54,012 54,012
CUBESMART COM (CUBE) 604.000 SHS 24,311 24,311
CYTOSORBENTS CORP COM NEW (CTSO) 2,537.000 SHS 3,932 3,932
DAIFUKU CO LTD ADR (DFKCY) 2,104.000 SHS 24,636 24,636
DANAHER CORPORATION (DHR) 534.000 SHS 141,734 141,734
DASSAULT SYSTEMS SA ADS (DASTY) 1,775.000 SHS 63,451 63,451
DBS GROUP HOLDINGS LTD SP (DBSDY) 1,062.000 SHS 107,435 107,435
DECKER OUTDOOR CORPORATION (DECK) 188.000 SHS 75,042 75,042
DEERE & CO (DE) 436.000 SHS 186,939 186,939
DEVON ENERGY CORP NEW (DVN) 903.000 SHS 55,544 55,544
DEXCOM INC (DXCM) 436.000 SHS 49,373 49,373
DIAGEO PLC SPON ADR NEW (DEO) 496.000 SHS 88,382 88,382
DIANA SHIPPING INC (DSX) 13,503.000 SHS 52,662 52,662
DIEBOLD NXDF INC (DBD) 1,857.000 SHS 2,637 2,637
DIGITAL REALTY TRUST INC (DLR) 206.000 SHS 20,656 20,656
DIODES INC (DIOD) 704.000 SHS 53,603 53,603
DISH NETWORK CORP (DISH) 2,483.000 SHS 34,861 34,861
DOLLAR TREE INC (DLTR) 1,082.000 SHS 153,038 153,038
DRILL-QUIP INC (DRQ) 474.000 SHS 12,879 12,879
EAST WEST BANCORP (EWBC) 1,276.000 SHS 84,088 84,088
EASTGROUP PROPERTIES INC (EGP) 686.000 SHS 101,569 101,569
EBAY INC (EBAY) 5,497.000 SHS 227,961 227,961
ELANCO ANIMAL HEALTH INC (ELAN) 11,223.000 SHS 137,145 137,145
ELEVANCE HEALTH INC (ELV) 130.000 SHS 66,686 66,686
EMBECTA CORP (EMBC) 156.000 SHS 3,945 3,945
EMCOR GROUP INC (EME) 911.000 SHS 134,928 134,928
EMCORE CORP COM NEW (EMKR) 2,089.000 SHS 2,011 2,011
ENERPAC TOOL GROUP CORP CL A (EPAC) 759.000 SHS 19,317 19,317
ENN ENERGY HOLDINGS LTD UNSPON (XNGSY) 803.000 SHS 45,105 45,105
ENTEGRIS INC (ENTG) 580.000 SHS 38,042 38,042
EPIROC AKTIEBOLAG ADR (EPOKY) 2,449.000 SHS 44,623 44,623
EQUINIX INC (EQIX) 328.000 SHS 214,850 214,850
EQUINOR ASA (EQNR) 2,677.000 SHS 95,863 95,863
EQUITY LIFESTYLE PROPERTIES (ELS) 926.000 SHS 59,820 59,820
ESSEX PROPERTY TRUST INC (ESS) 169.000 SHS 35,814 35,814
EURONET WORLDWIDE INC (EEFT) 880.000 SHS 83,054 83,054
EVEOLUTION AB ADR (EVVTY) 190.000 SHS 18,516 18,516
EXTRA SPACE STORAGE INC (EXR) 174.000 SHS 25,609 25,609
F&G ANNUITIES & LIFE INC (FG) 66.000 SHS 1,321 1,321
FANUC CORPORATION UNSP ADR (FANUY) 1,266.000 SHS 19,032 19,032
FARMLAND PARTNERS INC (FPI) 1,811.000 SHS 22,565 22,565
FEDERAL RLTY INVT TR SH BEN (FRT) 396.000 SHS 40,012 40,012
FIDELITY NATIONAL FINANCIAL IN (FNF) 982.000 SHS 36,943 36,943
FIRST INDUST REALTY TR INC (FR) 1,943.000 SHS 93,769 93,769
FIRST REPUBLIC BANK/CA (FRC) 744.000 SHS 90,686 90,686
FLEXTRONICS INTL LTD (FLEX) 6,494.000 SHS 139,361 139,361
FLOOR & DECOR HLDGS INC CL-A (FND) 617.000 SHS 42,962 42,962
FOMENTO ECONOMICO MEXICANO (FMX) 1,737.000 SHS 135,694 135,694
FREEPORT-MCMORAN CL-B (FCX) 1,634.000 SHS 62,092 62,092
FTAI AVIATION LTD (FTAI) 7,524.000 SHS 128,811 128,811
GAMING & LEISURE PPTYS INC COM (GLPI) 1,457.000 SHS 75,895 75,895
GEN DIGITAL INC (GEN) 9,465.000 SHS 202,835 202,835
GENERAL ELECTRIC CO (GE) 1,944.000 SHS 162,888 162,888
GENMAB A S ADR (GMAB) 1,986.000 SHS 84,167 84,167
GENPACT LTD (G) 1,882.000 SHS 87,174 87,174
GERDAU S.A. ADR (GGB) 11,590.000 SHS 64,209 64,209
GLOBAL PAYMENT INC (GPN) 2,204.000 SHS 218,901 218,901
GOLDMAN SACHS GRP INC (GS) 970.000 SHS 333,079 333,079
HAEMONETICS CORP (HAE) 476.000 SHS 37,437 37,437
HAIER SMART HOME CO LTD ADR (HSHCY) 5,900.000 SHS 80,429 80,429
HAIN CELESTIAL GROUP (HAIN) 812.000 SHS 13,138 13,138
HANESBRANDS INC (HBI) 5,571.000 SHS 35,432 35,432
HARSCO CORP (HSC) 2,138.000 SHS 13,448 13,448
HCA HEALTHCARE INC (HCA) 1,255.000 SHS 301,150 301,150
HDFC BANK LTD ADR (HDB) 598.000 SHS 40,909 40,909
HEALTHCARE TR AMER INC CL A (HR) 1,004.000 SHS 19,347 19,347
HESS CORPORATION (HES) 1,222.000 SHS 173,304 173,304
HILTON WORLDWIDE HLDGS INC (HLT) 1,787.000 SHS 225,805 225,805
HORIZON THERAPEUTICS PUB LTD (HZNP) 646.000 SHS 73,515 73,515
HOST HOTELS & RESORTS INC (HST) 3,629.000 SHS 58,245 58,245
HOWMET AEROSPACE INC (HWM) 2,296.000 SHS 90,485 90,485
HUNTINGTON BANCSHARES (HBAN) 2,574.000 SHS 36,293 36,293
IAC INC (IAC) 389.000 SHS 17,272 17,272
ICICI BANK LTD (IBN) 8,174.000 SHS 178,929 178,929
IDEX CORPORATION DELAWARE (IEX) 333.000 SHS 76,034 76,034
INFINEON TECHNOLOGIES AG (IFNNY) 3,321.000 SHS 100,766 100,766
INFINERA CORP (INFN) 2,032.000 SHS 13,696 13,696
ING GROEP NV ADR (ING) 5,055.000 SHS 61,519 61,519
INNOVIZ TECHNOLOGIES LTD (INVZ) 2,046.000 SHS 8,041 8,041
INTERNATIONAL FLAVORS&FRAGRANC (IFF) 1,018.000 SHS 106,727 106,727
INTERNATIONAL GAME TECHNOLOGY (IGT) 2,321.000 SHS 52,640 52,640
INTL BUSINESS MACHINES CORP (IBM) 791.000 SHS 111,444 111,444
INVITATION HOMES INC (INVH) 685.000 SHS 20,303 20,303
ITAU UNIBANCO MULTIPLE ADR (ITUB) 14,266.000 SHS 67,193 67,193
ITRON INC (ITRI) 516.000 SHS 26,135 26,135
JACOBS SOLUTIONS INC (J) 774.000 SHS 92,934 92,934
JPMORGAN CHASE & CO (JPM) 679.000 SHS 91,054 91,054
KAR AUCTION SVCS INC (KAR) 2,092.000 SHS 27,301 27,301
KBR INC (KBR) 1,169.000 SHS 61,723 61,723
KERING S A ADR NEW (PPRUY) 693.000 SHS 35,168 35,168
KEURIG DR PEPPER INC COM (KDP) 3,234.000 SHS 115,324 115,324
KEYSIGHT TECHNOLOGIES INC (KEYS) 1,012.000 SHS 173,123 173,123
KITE RLTY GROUP TR (KRG) 3,747.000 SHS 78,874 78,874
KOMATSU LTD SPON ADR NEW (KMTUY) 1,719.000 SHS 37,469 37,469
KT CORP SPON ADR (KT) 5,650.000 SHS 76,275 76,275
KUBOTA CP ADR (KUBTY) 597.000 SHS 41,106 41,106
KYNDRYL HOLDINGS INC (KD) 2,267.000 SHS 25,209 25,209
L OREAL CO ADR (LRLCY) 1,330.000 SHS 94,705 94,705
LABORATORY CP AMER HLDGS NEW (LH) 1,060.000 SHS 249,609 249,609
LEAR CORP (LEA) 947.000 SHS 117,447 117,447
LIBERTY BROADWAY CORP (LBRDK) 1,482.000 SHS 113,032 113,032
LIBERTY GLOBAL PLC CL C (LBTYK) 6,879.000 SHS 133,659 133,659
LIBERTY MEDIA CORP SER C (FWONK) 753.000 SHS 45,014 45,014
LIFE STORAGE INC (LSI) 269.000 SHS 26,497 26,497
LINCOLN NTL CORP IND (LNC) 2,865.000 SHS 88,013 88,013
LINDE PLC (LIN) 127.000 SHS 41,425 41,425
LIONS GATE ENTMNT CORP CL B (LGF'B) 4,205.000 SHS 22,833 22,833
LITHIA MTRS INC (LAD) 373.000 SHS 76,368 76,368
LONZA GROUP AG ZUERICH ADR (LZAGY) 1,141.000 SHS 55,878 55,878
LYONDELLBASELL NV CL-A (LYB) 352.000 SHS 29,227 29,227
MACOM TECHNOLOGY SOLU HLDS (MTSI) 976.000 SHS 61,468 61,468
MAKEMYTRIP LIMITED (MMYT) 2,684.000 SHS 73,998 73,998
MANULIFE FINANCIAL CORP (MFC) 3,219.000 SHS 57,427 57,427
MARKFORGED HOLDING CORPORATION (MKFG) 2,071.000 SHS 2,402 2,402
MARRIOTT INTL INC (MAR) 694.000 SHS 103,330 103,330
MASCO CORP (MAS) 1,012.000 SHS 47,230 47,230
MASTERCARD INC CL A (MA) 1,001.000 SHS 348,078 348,078
MATCH GROUP INC (MTCH) 580.000 SHS 24,064 24,064
MC CORMICK AND CO NON VOTING (MKC) 602.000 SHS 49,900 49,900
MEDTRONIC PLC SHS (MDT) 1,883.000 SHS 146,347 146,347
MERCURY SYSTEMS INC (MRCY) 222.000 SHS 9,932 9,932
META PLATFORMS INC CL A (META) 2,830.000 SHS 340,562 340,562
METTLER TOLEDO INTL (MTD) 46.000 SHS 66,491 66,491
MICROSOFT CORP (MSFT) 3,396.000 SHS 814,429 814,429
MID AMER APART COMM INC (MAA) 791.000 SHS 124,179 124,179
MITSUBISHI UFJ FINCL GRP ADS (MUFG) 13,048.000 SHS 87,030 87,030
MOHAWK INDUSTRIES INC (MHK) 274.000 SHS 28,008 28,008
MOLINA HEALTHCARE INC (MOH) 147.000 SHS 48,542 48,542
MONOLITHIC PWR SYSTEMS INC (MPWR) 122.000 SHS 43,140 43,140
MORGAN STANLEY (MS) 1,293.000 SHS 109,931 109,931
NASPERS LTD (NPSNY) 599.000 SHS 19,886 19,886
NESTLE SPON ADR REP REG SHR (NSRGY) 400.000 SHS 46,321 46,321
NETFLIX INC (NFLX) 803.000 SHS 236,789 236,789
NEUROCRINE BIOSCIENCES INC (NBIX) 459.000 SHS 54,823 54,823
NEW RELIC, INC. (NEWR) 514.000 SHS 29,015 29,015
NEWMONT CORPORATION (NEM) 1,905.000 SHS 89,916 89,916
NIKE INC B (NKE) 710.000 SHS 83,077 83,077
NITORI HLDGS CO LTD ADR (NCLTY) 2,721.000 SHS 35,161 35,161
NLIGHT, INC (LASR) 442.000 SHS 4,482 4,482
NORTHROP GRUMMAN CP(HLDG CO) (NOC) 162.000 SHS 88,389 88,389
NOVO NORDISK A/S ADR (NVO) 930.000 SHS 125,866 125,866
NOVOZYMES A/S UNSPONS APR (NVZMY) 537.000 SHS 27,120 27,120
NRG ENERGY INC (NRG) 3,259.000 SHS 103,701 103,701
NVIDIA CORPORATION (NVDA) 439.000 SHS 64,155 64,155
NXP SEMICONDUCTORS NV (NXPI) 485.000 SHS 76,645 76,645
OCCIDENTAL PETROLEUM CORP DE (OXY) 799.000 SHS 50,329 50,329
OCEANPAL INC NEW (OP) 3,960.000 SHS 4,396 4,396
OIL STATES INTL INC (OIS) 1,985.000 SHS 14,808 14,808
OMEGA HEALTHCARE INV INC (OHI) 319.000 SHS 8,916 8,916
ONESPAN INC (OSPN) 1,064.000 SHS 11,906 11,906
ORA SURE TECH INC (OSUR) 2,099.000 SHS 10,117 10,117
ORMAT TECHNOLOGIES INC (ORA) 720.000 SHS 62,266 62,266
OSI SYSTEMS INC (PSIS) 240.000 SHS 19,085 19,085
PATTERSON COMPANIES INC (PDCO) 587.000 SHS 16,454 16,454
PATTERSON -UTI ENERGY INC (PTEN) 841.000 SHS 14,162 14,162
PAYCOM SOFTWARE INC (PAYC) 148.000 SHS 45,926 45,926
PAYPAL HLDGS INC COM (PYPL) 1,327.000 SHS 94,509 94,509
PHARMACEUTICAL GRP LTD (CSPCY) 6,996.000 SHS 29,404 29,404
PHILIP MORRIS INTL INC (PM) 1,643.000 SHS 166,288 166,288
PING AN INSURANCE ADR (PNGAY) 2,239.000 SHS 29,633 29,633
PIONEER NATURAL RESOURCES CO (PXD) 533.000 SHS 121,732 121,732
POOL CORP (POOL) 146.000 SHS 44,140 44,140
POSTAL REALTY TRUST INC CL A (PSTL) 701.000 SHS 10,186 10,186
PROCTER & GAMBLE (PG) 423.000 SHS 64,110 64,110
PROSUS N V SPON ADR (PROSY) 5,615.000 SHS 77,246 77,246
PT TELEKOMUNIKASI INDONESIA (TLK) 1,411.000 SHS 33,652 33,652
PUBLIC STORAGE (PSA) 305.000 SHS 85,458 85,458
PVH CORPORATION (PVH) 576.000 SHS 40,660 40,660
QUALYS INC COM (QLYS) 391.000 SHS 43,882 43,882
RADWARE LTD (RDWR) 750.000 SHS 14,813 14,813
RAMBUS INC (DEL) (RMBS) 2,126.000 SHS 76,153 76,153
RAYMOND JAMES FINCL INC (RJF) 446.000 SHS 47,655 47,655
REALTY INCOME CORP (O) 515.000 SHS 32,666 32,666
RELX PLC SPONSORED ADR (RELX) 2,548.000 SHS 70,631 70,631
RESIDEO TECHNOLOGIES INC (REZI) 2,627.000 SHS 43,214 43,214
RESMED INC (RMD) 251.000 SHS 52,241 52,241
RIBBON COMMUNICATIONS INC (RBBN) 3,261.000 SHS 9,098 9,098
RIO TINTO PLC SPON ADR (RIO) 967.000 SHS 68,850 68,850
RIVIAN AUTOMOTIVE INC CL A (RIVN) 1,103.000 SHS 20,328 20,328
RLJ LODGING TRUST (RLJ) 816.000 SHS 8,641 8,641
ROCHE HOLDINGS ADR (RHHBY) 1,896.000 SHS 74,228 74,228
ROPER TECHNOLOGIES, INC (ROP) 113.000 SHS 48,826 48,826
ROSS STORES INC (ROST) 793.000 SHS 92,044 92,044
ROYAL CARIBBEAN GROUP COM (RCL) 1,367.000 SHS 67,571 67,571
SAFRAN SA (SAFRY) 2,946.000 SHS 91,903 91,903
SAIA INC (SAIA) 236.000 SHS 49,484 49,484
SALESFORCE INC (CRM) 1,192.000 SHS 158,047 158,047
SAP AG (SAP) 609.000 SHS 62,843 62,843
SBA COMMUNICATNS CORP NEW CL A (SBAC) 295.000 SHS 82,691 82,691
SCHNEIDER ELEC SA UNSP ADR (SBGSY) 2,655.000 SHS 74,080 74,080
SEAWORLD ENTERTAINMENT INC (SEAS) 390.000 SHS 20,869 20,869
SEI INVESTMENTS CO (SEIC) 863.000 SHS 50,313 50,313
SHELL PLC ADR (SHEL) 3,890.000 SHS 221,536 221,536
SHERWIN WILLIAMS COMPANY OHIO (SHW) 539.000 SHS 127,921 127,921
SHIMANO INC ADR (SMNNY) 1,754.000 SHS 27,810 27,810
SHIONOGI & CO LTD UNSPONS ADR (SGIOY) 3,395.000 SHS 42,366 42,366
SHISEIDO LTD SPON ADR (SSDOY) 802.000 SHS 39,332 39,332
SIMON PPTY GROUP INC (SPG) 698.000 SHS 82,001 82,001
SKYWORKS SOLUTIONS INC (SWKS) 409.000 SHS 37,272 37,272
SLM CORPORATION (SLM) 5,099.000 SHS 84,643 84,643
SOCIEDAD QUIMICA Y MINERA ADS (SQM) 660.000 SHS 52,694 52,694
SONOVA HLDG AG UNSP ADR (SONVY) 658.000 SHS 31,193 31,193
SPIRIT AEROSYSTEMS HLD CLA A (SPR) 335.000 SHS 9,916 9,916
SPS COMMERCE INC COM (SPSC) 460.000 SHS 59,078 59,078
STANDARD BIOTOOLS INC (LAB) 4,161.000 SHS 4,868 4,868
STERICYCLE INC (SRCL) 695.000 SHS 34,674 34,674
STERIS PLC (STE) 259.000 SHS 47,835 47,835
STRATASYS LTD SHS (SSYS) 2,052.000 SHS 24,337 24,337
SUN COMMUNITIES INC (SUI) 313.000 SHS 44,759 44,759
SUNCOR ENERGY INC (SU) 7,034.000 SHS 223,189 223,189
SUNSTONE HOTEL INVESTORS,INC (SHO) 995.000 SHS 9,612 9,612
SYMRISE AG UNSPONS ADR (SYIEY) 1,503.000 SHS 40,763 40,763
SYSMEX CORP UNSPON ADR (SSMXY) 1,016.000 SHS 30,793 30,793
TAIWAN SMCNDCTR MFG CO LTD ADR (TSM) 931.000 SHS 69,350 69,350
TAKE TWO INTERACTIVE SOFTWARE (TTWO) 1,607.000 SHS 167,337 167,337
TATA MOTORS LTD (TTM) 4,181.000 SHS 96,623 96,623
TD SYNNEX CORPORATION (SNX) 1,497.000 SHS 141,781 141,781
TECHNIPFMC LTD (FTI) 2,512.000 SHS 30,621 30,621
TELEDYNE TECH INC (TDY) 194.000 SHS 77,583 77,583
TEMPUR-PEDIC INT'L INC (TPX) 990.000 SHS 33,987 33,987
TENARIS S.A. (TS) 3,605.000 SHS 126,752 126,752
TENCENT HLDGS LTD UNSPON ADR (TCEHY) 1,719.000 SHS 72,817 72,817
TERADATA CORP (TDC) 2,203.000 SHS 74,153 74,153
TERRENO RLTY CORP COM (TRNO) 1,711.000 SHS 97,305 97,305
TETRA TECHNOLOGIES INC DEL (TTI) 2,590.000 SHS 8,961 8,961
TEXAS CAP BNCSHS INC (TCBI) 614.000 SHS 37,030 37,030
TEXAS INSTRUMENTS (TXN) 843.000 SHS 139,280 139,280
THE ODP CORP (ODP) 377.000 SHS 17,169 17,169
TJX COS INC NEW (TJX) 2,124.000 SHS 169,070 169,070
T-MOBILE US INC COM (TMUS) 669.000 SHS 93,660 93,660
TREEHOUSE FOODS INC (THS) 3,439.000 SHS 169,818 169,818
TRIMBLE INC (TRMB) 802.000 SHS 40,549 40,549
TRIP COM GROUP LTD ADR (TCOM) 1,928.000 SHS 66,323 66,323
TSAKOS ENERGY NAVIGATION LTD (TNP) 3,436.000 SHS 58,171 58,171
TWIN DISC INC (TWIN) 550.000 SHS 5,346 5,346
UBER TECHNOLOGIES INC (UBER) 8,513.000 SHS 210,526 210,526
UBS GROUP AG SHS (UBS) 4,209.000 SHS 78,582 78,582
ULTA BEAUTY INC (ULTA) 137.000 SHS 64,263 64,263
UNICHARM CORP UNSPON ADR (UNICY) 5,374.000 SHS 41,283 41,283
UNISYS CORPORATION (UIS) 3,626.000 SHS 18,529 18,529
UNITED RENTALS INC (URI) 686.000 SHS 243,818 243,818
UNITEDHEALTH GP INC (UNH) 326.000 SHS 326,591 326,591
UNIVAR SOLUTIONS INC (UNVR) 2,360.000 SHS 75,048 75,048
VALERO ENERGY CP DELA NEW (VLO) 549.000 SHS 69,646 69,646
VALMONT INDUSTRIES (VMI) 89.000 SHS 29,430 29,430
VAREX IMAGING CORP (VREX) 742.000 SHS 15,063 15,063
VARONIS SYSTEMS INC (VRNS) 283.000 SHS 6,775 6,775
VEECO INSTRUMENTS INC DEL (VECO) 2,301.000 SHS 42,753 42,753
VENTAS INC (VTR) 643.000 SHS 28,967 28,967
VERINT SYSTEMS INC (VRNT) 894.000 SHS 32,434 32,434
VIASAT INC (VSAT) 1,152.000 SHS 36,461 36,461
VIAVI SOLUTIONS INC COM (VIAV) 1,749.000 SHS 18,382 18,382
VICI PROPERTIES INC (VICI) 2,078.000 SHS 67,327 67,327
VIRTU FINANCIAL INC (VIRT) 3,174.000 SHS 64,781 64,781
VISA INC CL A (V) 249.000 SHS 51,732 51,732
VISTRA CORP (VST) 781.340 SHS 37,932 37,932
WABTEC CORP (WAB) 313.000 SHS 31,241 31,241
WALT DISNEY CO HLDG CO (DIS) 503.000 SHS 43,701 43,701
WELLS FARGO & CO NEW (WFC) 7,729.000 SHS 319,130 319,130
WELLTOWER INC (WELL) 937.000 SHS 61,420 61,420
WEST PHARMACEUTICAL SVCS INC (WST) 167.000 SHS 39,303 39,303
WESTERN DIGITAL CORPORATION (WDC) 4,961.000 SHS 156,520 156,520
WEYERHAEUSER CO (WY) 1,727.000 SHS 53,537 53,537
WHIRLPOOL CORP (WHR) 830.000 SHS 117,412 117,412
WILLIAMS SONOMA (WSM) 401.000 SHS 46,083 46,083
WIX COM LTD (WIX) 223.000 SHS 17,133 17,133
WOODSIDE ENERGY GROUP LTD ADR (WDS) 646.000 SHS 15,640 15,640
WOODWARD INC COM (WWD) 631.000 SHS 60,961 60,961
WORKDAY INC CL A (WDAY) 1,337.000 SHS 223,720 223,720
XP INC (XP) 1,274.000 SHS 19,543 19,543
XPERI INC (XPER) 1,968.000 SHS 16,944 16,944
YPF SOCIEDAD ADS REP 1 CL-D SH (YPF) 7,633.000 SHS 70,147 70,147
ZIMMER BIOMET HLDGS INC COM (ZBH) 1,186.000 SHS 151,215 151,215

TY 2022 InvestmentsOtherSchedule2
Name:
1772 FOUNDATION INC
EIN:
22-2578377
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ALPINVEST VIII OFFSHORE FMV 515,655 515,655
COHESIVE CAPITAL PARTNERS III, LP FMV 451,722 451,722
HARBOURVEST ACCESS-CO INVESTMENT FUND V, LLC FMV 617,089 617,089
INVESCO DWA EMERGING MKTS ETF (PIE) 120,555.000 QTY FMV 2,144,456 2,144,456
ISHARES GOLD TRUST (IAU) 32,635.000 QTY FMV 1,128,845 1,128,845
MATTHEWS JAPAN INSTL (MIJFX) 67,936.685 QTY FMV 1,014,295 1,014,295
SPDR BLOOMBERG HIGH YIELD BO (JNK) 30,024.000 QTY FMV 2,702,160 2,702,160
THE LYME CONSERVATION OPPORTUNITIES FUND, LP FMV 188,883 188,883
THE LYME FOREST FUND IV TE, LP FMV 265,442 265,442
THE LYME FOREST FUND V FB, LP FMV 592,579 592,579
TRILANTIC CP VI PARALLEL, LP FMV 570,607 570,607
TRUEBRIDGE SELECT II (CAYMAN), LP FMV 6,688 6,688
VANGUARD RUSSELL 1000 GROWTH (VONG) 66,328.000 QTY FMV 3,655,999 3,655,999
VANGUARD SHORT TERM BND (BSV) 79,660.000 QTY FMV 5,996,805 5,996,805
VANGUARD SM CAP GROWTH ETF (VBK) 6,587.000 QTY FMV 1,320,957 1,320,957
WISDOMTREE FLOATING RATE TRE (USFR) 1,985.000 QTY FMV 99,786 99,786

TY 2022 LegalFeesSchedule
Name:
1772 FOUNDATION INC
EIN:
22-2578377
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL EXPENSES 6,386 0   6,386


TY 2022 OtherAssetsSchedule
Name:
1772 FOUNDATION INC
EIN:
22-2578377
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PROGRAM RELATED INVESTMENTS 2,115,939 1,254,363 1,254,363
DUE FROM INVESTMENT 11,541 72,008 72,008
PREPAID FEDERAL EXCISE TAX   2,355 2,355


TY 2022 OtherDecreasesSchedule
Name:
1772 FOUNDATION INC
EIN:
22-2578377
Description Amount
UNREALIZED LOSS ON INVESTMENTS 14,661,027


TY 2022 OtherExpensesSchedule
Name:
1772 FOUNDATION INC
EIN:
22-2578377
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSE 2,866 143   2,723
DUES & SUBSCRIPTIONS 6,342 317   6,025
PAYROLL SERVICE FEES 2,324 116   2,208
TELEPHONE 1,289 64   1,225
BANK CHARGES 316 316   0
DATA PROCESSING 5,619 281   5,338
OTHER PARTNERSHIP EXPENSES 0 37,130   0


TY 2022 OtherIncomeSchedule2
Name:
1772 FOUNDATION INC
EIN:
22-2578377
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER PARTNERSHIP INCOME 7,853 9,620 7,853
INTEREST ON PRI 34,116 34,116 34,116
MA TAX CREDIT 163,276   163,276


TY 2022 OtherIncreasesSchedule
Name:
1772 FOUNDATION INC
EIN:
22-2578377
Description Amount
DEFERRED FEDERAL EXCISE TAX BENEFIT 197,269


TY 2022 OtherLiabilitiesSchedule
Name:
1772 FOUNDATION INC
EIN:
22-2578377
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED EXCISE TAX 197,269 0
FEDERAL EXCISE TAX PAYABLE 172,814 0


TY 2022 OtherProfessionalFeesSchedule
Name:
1772 FOUNDATION INC
EIN:
22-2578377
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 471,964 471,964   0
CONSULTING FEES 85,000 0   85,000


TY 2022 TaxesSchedule
Name:
1772 FOUNDATION INC
EIN:
22-2578377
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 17,331 0   0
FOREIGN TAXES PAID 37,691 37,691   0