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
Lennox Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

42-6053380
B Telephone number (see instructions)

(800) 839-1754
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$57,705,115J 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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 18,881 18,881  
4 Dividends and interest from securities... 1,093,855 1,093,855  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -126,057
b Gross sales price for all assets on line 6a 9,716,650
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
66,284 67,304  
12 Total. Add lines 1 through 11........ 1,052,963 1,180,040  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
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).... Click to see attachment
List of Attached Documents:
// Content
159,144 155,816   3,328
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
46,600      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 15,434     15,434
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
201,403 90,008   110,445
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 422,581 245,824   129,207
25 Contributions, gifts, grants paid....... 2,962,282 2,962,282
26 Total expenses and disbursements. Add lines 24 and 25 3,384,863 245,824   3,091,489
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,331,900
b Net investment income (if negative, enter -0-) 934,216
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.............      
2 Savings and temporary cash investments......... 2,389,905 1,916,827 1,916,827
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)      
b Investments—corporate stock (attach schedule)....... 34,012,129 Click to see attachment
List of Attached Documents:
// Content
31,597,303 		45,468,818
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 7,173,429 Click to see attachment
List of Attached Documents:
// Content
7,729,433 		10,319,470
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 43,575,463 41,243,563 57,705,115
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 43,575,463 41,243,563
29 Total net assets or fund balances (see instructions)..... 43,575,463 41,243,563
30 Total liabilities and net assets/fund balances (see instructions). 43,575,463 41,243,563
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
43,575,463
2
Enter amount from Part I, line 27a .....................
2
-2,331,900
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
41,243,563
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
41,243,563
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      
b Passthrough K1 Capital Gain/(Loss)      
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 9,716,650   9,995,885 -279,235
b       153,178
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
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       -279,235
b        
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -126,057
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 12,986
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 12,986
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 12,986
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 22,878
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 22,878
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 9,892
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow9,892 Refundedright arrow 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
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 arrowIA
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 arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
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)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 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)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Nick Booth Trustee, Co-Sec
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Katie Concannon Trustee, Vice Chair
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Jovan James Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Kristin Krahmer Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Kasey Mossey Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Laura Newman Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Megan Norris Trustee, Co-Sec
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Elizabeth Puchir Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Jeff Storey Trustee, Chair
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
John Zink Trustee, Treas
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Linnea Zink Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
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
 
Total number of other employees paid over $50,000...................right arrow  
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
Mercer Investment Counsulting Investment Mgmt 126,891
1166 Avenue of the Americas
NEW YORK,NY10036
Foundation Source Administrative Svcs 107,689
55 Walls Drive 3rd Fl
Fairfield,CT06824
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (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
48,300,126
b
Average of monthly cash balances.......................
1b
1,896,286
c
Fair market value of all other assets (see instructions)................
1c
10,319,470
d
Total (add lines 1a, b, and c).........................
1d
60,515,882
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
0
3
Subtract line 2 from line 1d.........................
3
60,515,882
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
907,738
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
59,608,144
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,980,407
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
2,980,407
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
12,986
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
12,986
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,967,421
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
2,967,421
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
2,967,421
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
3,091,489
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
3,091,489
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 2,967,421
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 647,944
b Total for prior years:2020, 2019, 2018  
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 ........  
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 3,091,489
a Applied to 2021, but not more than line 2a 647,944
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 2022 distributable amount..... 2,443,545
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		523,876
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 2017 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		0
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.... 0
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).)
NONE
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

ACADEMY FOR GLOBAL CITIZENSHIP CHARTER SCHOOL

4647 W 47TH ST
CHICAGO,IL60632 		N/A PC General Support 7,500

AFRICAN WILDLIFE FOUNDATION

1100 NEW JERSEY AVE SE STE 900
WASHINGTON,DC20003 		N/A PC General Support 2,500

AGA KHAN FOUNDATION USA

1825 K ST NW SUITE 901
WASHINGTON,DC20006 		N/A PC Warren's Bee Center - Arusha, Tanzania 7,500

ALLIANCE FOR COMMUNITIES IN ACTION INC

356 GOLFVIEW RD APT 1205
N PALM BEACH,FL33408 		N/A PC General support 7,500

ANIMAL FRIENDS RESCUE PROJECT

161 FOUNTAIN AVE
PACIFIC GROVE,CA93950 		N/A PC General 7,500

ANIMAL SHELTER OF WOOD RIVER VALLEY

PO BOX 1496
HAILEY,ID83333 		N/A PC Rocky's Fund 100,000

ANIMAL SHELTER OF WOOD RIVER VALLEY

PO BOX 1496
HAILEY,ID83333 		N/A PC Mountain Humane's Barkin' Thrift Store - store supplies/repairs 7,500

ANIMAL SHELTER OF WOOD RIVER VALLEY

PO BOX 1496
HAILEY,ID83333 		N/A PC Pet Food Assistance Fund 7,500

ANIMAL WELFARE INSTITUTE

900 PENNSYLVANIA AVE SE
WASHINGTON,DC20003 		N/A PC General Support 7,500

ANIMEALS

1700 RANKIN ST
MISSOULA,MT59808 		N/A PC General Support 7,500

BASECAMP FOUNDATION KENYA

ARBORETUM VIEW
NAIROBI   C 00100
KE 		N/A NC TO SUPPORT THE BAMBOO-4-KENYA PROJECT 100,000

BERKSHIRE RESOURCES FOR INTEGRATION OF DIVERSE GR

17 MAIN ST STE 2
LEE,MA01238 		N/A PC New Pathways for Transformative Justice and Leadership & Happiness Toolbox and Women To Women 100,000

BERKSHIRE SOUTH REGIONAL COMMUNITY CENTER

15 CRISSEY RD
GREAT BARRINGTON,MA01230 		N/A PC Community Vitality 25,000

BLACK DOG ANIMAL RESCUE

2407 E 9TH ST
CHEYENNE,WY82001 		N/A PC General Support 6,250

BOSTON MOUNTAIN CYCLISTS

PO BOX 963
BENTONVILLE,AR72712 		N/A PC General Support 7,500

BOYS & GIRLS CLUBS OF SOUTHERN MAINE

277 CUMBERLAND AVE
PORTLAND,ME04101 		N/A PC General Support 7,500

BOYS & GIRLS CLUBS OF SOUTHERN MAINE

277 CUMBERLAND AVE
PORTLAND,ME04101 		N/A PC BGCSM Swim Well Aquatics 100,000

BOYS AND GIRLS CLUB OF SOUTHWEST MONTANA

3864 BAXTER LN
BOZEMAN,MT59718 		N/A PC General Support 1,500

BREAST CANCER COALITION OF ROCHESTER INC

1048 UNIVERSITY AVE
ROCHESTER,NY14607 		N/A PC General support 7,500

BUCKS ROCK CAMP INC

59 BUCKS ROCK RD
NEW MILFORD,CT06776 		N/A PC General Support 1,500

CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION

ONE GRAND AVE BLDG 117 208
SAN LUIS OBISPO,CA93407 		N/A PC Dane Christian Phelps Memorial Scholarship Endowment 15,000

CAMP CHIPPEWA FOUNDATION

7359 NIAGARA LN N
MAPLE GROVE,MN55311 		N/A PC General Support 7,500

CAPE ELIZABETH LAND TRUST INC

330 OCEAN HOUSE RD
CAPE ELIZ,ME04107 		N/A PC Protecting Access to the Cross Town Trail for All Forever 25,000

CHEYENNE REGIONAL MEDICAL CENTER FOUNDATION

5947 E PACIFIC HWY APT 2
LOS ANGELES,CA90803 		N/A PC Mother/Baby Unit Infant resuscitation and warming tables 91,815

CHEYENNE REGIONAL MEDICAL CENTER FOUNDATION

5947 E PACIFIC HWY APT 2
LOS ANGELES,CA90803 		N/A PC General Support 4,000

CHILDRENS CANCER ASSOCIATION

1200 NW NAITO PKWY STE 140
PORTLAND,OR97209 		N/A PC JoyRx Programs 5,000

CHILDRENS HOSPITAL CORPORATION

401 PARK DR STE 602
BOSTON,MA02215 		N/A PC Clinical Operations in Genetics 15,000

CHOATE ROSEMARY HALL FOUNDATION INCORPORATED

333 CHRISTIAN ST
WALLINGFORD,CT06492 		N/A PC $3750 for Boys Golf Team, $3750 for Robotics Team 7,500

CLEARWATER MARINE AQUARIUM INC

249 WINDWARD PASSAGE
CLEARWATER,FL33767 		N/A PC General Support 7,500

COMEA INC

1504 STINSON AVE
CHEYENNE,WY82001 		N/A PC General Support 5,000

COMMITTEE ON THE SHELTERLESS

PO BOX 2744
PETALUMA,CA94953 		N/A PC Kids First Family Shelter 5,750

COMMUNITY FOOD SHARE INC

650 S TAYLOR AVE
LOUISVILLE,CO80027 		N/A PC General Support 7,500

CONEJO OPEN SPACE FOUNDATION

PO BOX 2113
THOUSAND OAKS,CA91358 		N/A PC Conejo Open Space Foundation's Environmental Education Programs for Youth 8,000

CONEJO OPEN SPACE FOUNDATION

PO BOX 2113
THOUSAND OAKS,CA91358 		N/A PC General Support 7,000

CORNELL UNIVERSITY

130 E SENECA ST STE 400
ITHACA,NY14850 		N/A PC Garth Cummings , DVM '11 and Sons Externship Fund 7,500

CORNELL UNIVERSITY

130 E SENECA ST STE 400
ITHACA,NY14850 		N/A PC Garth Cummings, DVM '11 and Sons Externship Fund 7,500

DIFFVELOPMENT

PO BOX 773
MONTCLAIR,NJ07042 		N/A PC DIFFvelopment: Scaling Investments to Further Black Economic Empowerment 100,000

DREAM VOLUNTEERS

211 HOPE ST 390726
MOUNTAIN VIEW,CA94041 		N/A PC General support 7,500

ENDURING HEARTS INC

1205 JOHNSON FERRY RD STE 136-329
MARIETTA,GA30068 		N/A PC Research 7,500

FLYING CLOUD INSTITUTE INC

352 MAIN ST STE 212
GREAT BARRINGTON,MA01230 		N/A PC General Support 7,500

FOOD BANK OF THE ROCKIES - WYOMING BRANCH

PO BOX 1540
EVANSVILLE,WY82636 		N/A PC General Support 3,500

FOUNDATION FOR ICHTHYOSIS AND RELATED SKIN TYPES

PO BOX 1067
LANSDALE,PA19446 		N/A PC General Support 7,500

FRATERNITY WITHOUT BORDERS US CORP

415 EAST 75TH ST APT 8
NEW YORK,NY10021 		N/A PC Madagascar 7,500

FRIENDS OF COLORADO AVALANCHE INFORMATION CENTER

PO BOX 1117
EVERGREEN,CO80437 		N/A PC General Support 7,500

FRIENDS OF GUALALA RIVER

PO BOX 1543
GUALALA,CA95445 		N/A PC General Support 2,500

FRIENDS OF KATAHDIN WOODS AND WATERS

PO BOX 18177
PORTLAND,ME04112 		N/A PC Orientation and Education Projects at the Katahdin Woods and Waters Welcome Center 100,000

FRIENDS OF PORTLAND ADULT EDUCATION

PO BOX 3185
PORTLAND,ME04104 		N/A PC PAE Staff-Selected Initiatives 7,500

FRIENDS OF PORTLAND ADULT EDUCATION

PO BOX 3185
PORTLAND,ME04104 		N/A PC General Support 7,500

FRIENDS OF THE GALLATIN NATIONAL FOREST AVALANCHE

PO BOX 6799
BOZEMAN,MT59771 		N/A PC Gallatin National Forest Avalanche Center 2,000

FRIENDS OF TRYON CREEK PARK

11321 S TERWILLIGER BLVD
PORTLAND,OR97219 		N/A PC General Support 500

GALLATIN VALLEY LAND TRUST

PO BOX 7021
BOZEMAN,MT59771 		N/A PC Bozeman Trails 2,500

GRACE FOR 2 BROTHERS FOUNDATION

507 E 18TH ST
CHEYENNE,WY82001 		N/A PC General Support 7,500

GREATER PORTLAND IMMIGRANT WELCOME CENTER

24 PREBLE ST 3RD FLOOR
PORTLAND,ME04101 		N/A PC General Support 7,500

GREEN MOUNTAIN HORSE ASSOCIATION INC

PO BOX 8
S WOODSTOCK,VT05071 		N/A PC Endowment 2,000

GREENPEACE FUND INC

1300 EYE ST NW SUITE 1100 EAST
WASHINGTON,DC20005 		N/A PC General Support 7,500

HABITAT FOR HUMANITY INTERNATIONAL INC

715 E 15TH ST
CHEYENNE,WY82001 		N/A PC General Support 9,000

HAPPY BIRTHDAY CHA CHA CHA

79 LONG MEADOW CIR
PITTSFORD,NY14534 		N/A PC General Support 7,500

HEART OF THE VALLEY HUMANE SOCIETY INC

PO BOX 11390
BOZEMAN,MT59719 		N/A PC General Support 1,500

HEARTLAND ANIMAL RESCUE TEAM

15494 DELLWOOD DR
BRAINERD,MN56401 		N/A PC General Support - Where Most Needed 7,500

HIGHLAND HOSPITAL OF ROCHESTER

1000 S AVE
ROCHESTER,NY14620 		N/A PC Providing the highest standard of care to cancer patients through palliative care and gynecologic oncology co-management. 100,000

HOLE IN THE WALL GANG FUND INC

555 LONG WHARF DR
NEW HAVEN,CT06511 		N/A PC Fire Mitigation Strategies at The Hole in the Wall Gang Camp - Sprinkler System at Lulu's Lodge 100,000

HOLY CROSS PARISH

221 PLUMTREE RD
SPRINGFIELD,MA01118 		N/A PC General & Unrestricted 1,500

HOSPICE OF SOUTHERN MAINE

390 US RTE 1
SCARBOROUGH,ME04074 		N/A PC Gosnell House Medication Room Renovation 25,000

INTERNATIONAL SKIING HISTORY ASSOCIATION

PO BOX 1064
MANCHESTR CTR,VT05255 		N/A PC General Support 7,500

JANADA L BATCHELOR FOUNDATION FOR CHILDREN INC

PO BOX 4541
TULSA,OK74159 		N/A PC General Support 7,500

JOHN AUSTIN CHELEY FOUNDATION

1420 N OGDEN ST STE 102
DENVER,CO80218 		N/A PC General support 7,500

KAUAI HUMANE SOCIETY

PO BOX 3330
LIHUE,HI96766 		N/A PC General Support 7,500

KENNEBEC VALLEY COMMUNITY ACTION PROGRAM

101 WATER ST
WATERVILLE,ME04901 		N/A PC Learning by Nature for ME (a significant component of Educare's LSLH to strengthen internally for greater external impact) 97,547

KEYSTONE COMMUNITY SERVICES

2000 ST ANTHONY AVE
SAINT PAUL,MN55104 		N/A PC Keystone Community Food Center 7,500

MAKE-A-WISH FOUNDATION OF THE MID- SOUTH INC

1780 MORIAH WOODS BLVD STE 10
MEMPHIS,TN38117 		N/A PC Mid-South 700

MANO A MANO INTERNATIONAL PARTNERS

925 PIERCE BUTLER RTE
SAINT PAUL,MN55104 		N/A PC Partnering with Rural Bolivian Communities to Drill Deep Water Wells that Provide Consistent Access to Water 100,000

MARIN COUNTRY DAY SCHOOL

5221 PARADISE DR
CORTE MADERA,CA94925 		N/A PC General Support 3,500

MASS OF THE AGES SOCIETY LIMITED

2219 MINNESOTA DR
XENIA,OH45385 		N/A PC General Support 7,500

MASSACHUSETTS INSTITUTE OF TECHNOLOGY

600 MEMORIAL DR W98-200
CAMBRIDGE,MA02139 		N/A PC unrestricted 7,500

MEALS ON WHEELS OF CHEYENNE INC

2015 S GREELEY HWY
CHEYENNE,WY82007 		N/A PC General Support 1,000

MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT

PO BOX 5030
HAGERSTOWN,MD21741 		N/A PC General 7,500

MILE HIGH LABRADOR RETRIEVER MISSION

PO BOX 1975
BROOMFIELD,CO80038 		N/A PC General support 3,750

MONTANA SKATEPARK ASSOCIATION

618 S HIGGINS AVE
MISSOULA,MT59801 		N/A PC 2022 Drop-in Program 100,000

MOUNTAIN PET RESCUE

PO BOX 1841
WINTER PARK,CO80482 		N/A PC General Support 1,500

NAOMIS VILLAGE INC

1360 BRIDLE PATH RD
ARGYLE,TX76226 		N/A PC Purchase of Two School Buses for Cornerstone Preparatory Academy 99,000

NATIONAL FALLEN FIREFIGHTERS FOUNDATION

16825 S SETON AVE
EMMITSBURG,MD21727 		N/A PC General Support 7,500

NEW ENGLAND PUBLIC MEDIA INC

1525 MAIN ST
SPRINGFIELD,MA01103 		N/A PC General Support 2,000

NORTHWEST ARKANSAS CHESS CENTER

2355 E GOLDEN OAKS DR
FAYETTEVILLE,AR72703 		N/A PC General Support 7,500

NORTHWEST ARKANSAS CHESS CENTER

2355 E GOLDEN OAKS DR
FAYETTEVILLE,AR72703 		N/A PC Outfitting Scholastic Chess Programs 25,000

OCEAN ALLIANCE INC

32 HORTON ST
GLOUCESTER,MA01930 		N/A PC Conservation 7,500

ONE SPARK FOUNDATION INC

501-I S REINO RD 296
NEWBURY PARK,CA91320 		N/A PC Food Education Program 25,000

OREGON RIDGE NATURE CENTER COUNCIL

13555 BEAVER DAM RD
COCKEYSVILLE,MD21030 		N/A PC Garden Maintenance and Supplies 7,500

ORGANIC FARMING RESEARCH FOUNDATION

PO BOX 440
SANTA CRUZ,CA95061 		N/A PC General Support 3,000

OZARK GRAVEL CYCLISTS

1613 COUNTY RD 5411
OARK,AR72852 		N/A PC General Support 7,500

PACIFIC ART LEAGUE OF PALO ALTO

668 RAMONA ST
PALO ALTO,CA94301 		N/A PC General Support 2,500

PEACE OF MIND DOG RESCUE

PO BOX 51554
PACIFIC GROVE,CA93950 		N/A PC General 3,750

PEACE OF MIND DOG RESCUE

PO BOX 51554
PACIFIC GROVE,CA93950 		N/A PC General support 3,750

PEGASUS EARLY MUSIC

211 COBBS HILL DR
ROCHESTER,NY14610 		N/A PC General Support 12,500

PLANNED PARENTHOOD - SALINAS CA

316 N MAIN ST STE 100
SALINAS,CA93901 		N/A PC General Support 2,500

PLANNED PARENTHOOD FEDERATION OF AMERICA INC

123 WILLIAMS ST 10TH FL
NEW YORK,NY10038 		N/A PC General Support 2,000

PLANNED PARENTHOOD MAR MONTE INC

1691 THE ALAMEDA
SAN JOSE,CA95126 		N/A PC PPMM Education FY23 Services 100,000

PLANNED PARENTHOOD MAR MONTE INC

1691 THE ALAMEDA
SAN JOSE,CA95126 		N/A PC General 15,000

PLANNED PARENTHOOD OF CENTRAL AND WESTERN NEW YORK

114 UNIVERSITY AVE
ROCHESTER,NY14605 		N/A PC General Support 1,000

PLANNED PARENTHOOD OF THE PACIFIC SOUTHWEST

1075 CAMINO DEL RIO S
SAN DIEGO,CA92108 		N/A PC General Support 7,500

PLANNED PARENTHOOD SHASTA DIABLO INC

2185 PACHECO ST
CONCORD,CA94520 		N/A PC General Support 1,500

PORTLAND COMMUNITY SQUASH

66 NOYES ST
PORTLAND,ME04103 		N/A PC The Community Commons Campaign 100,000

PORTLAND EDUCATION FOUNDATION

353 CUMBERLAND AVE
PORTLAND,ME04101 		N/A PC Portland Public Schools Mobile Makerspace & Wabanaki Film Project 25,000

PRESIDIO COMMUNITY YMCA

63 FUNSTON AVE
SAN FRANCISCO,CA94129 		N/A PC Emily Schmidt's Campaign for Point Bonita YMCA Nature Engagement Programs 11,000

PRIMETIME585 INC

PO BOX 632
PENFIELD,NY14526 		N/A PC General Support 7,500

PUBLICK MUSICK INC

276 MOUNT VERNON AVE
ROCHESTER,NY14620 		N/A PC General Support 1,500

RABBIT RESCUE OF MN

PO BOX 314
LAKEVILLE,MN55044 		N/A PC General Support 7,500

REBUILDING TOGETHER SAN FRANCISCO

PO BOX 882823
SAN FRANCISCO,CA94188 		N/A PC Bridging Equity in San Francisco Neighborhoods 45,000

REBUILDING TOGETHER SAN FRANCISCO

PO BOX 882823
SAN FRANCISCO,CA94188 		N/A PC General Support 4,000

RENBROOK SCHOOL INCORPORATED

2865 ALBANY AVE
WEST HARTFORD,CT06117 		N/A PC Renbrook Fund 7,500

ROCKY MOUNTAIN INSTITUTE

2490 JCT PLACE STE 200
BOULDER,CO80302 		N/A PC Climate Intelligence Program 7,500

ROUTT COUNTY HUMANE SOCIETY INC

PO BOX 772080
STEAMBOAT SPR,CO80477 		N/A PC General Support 1,000

ROUTT COUNTY RIDERS

PO BOX 770094
STEAMBOAT SPR,CO80477 		N/A PC General Support 500

SAUSALITO NURSERY SCHOOL

625 MAIN ST
SAUSALITO,CA94965 		N/A PC General Support 3,000

SAVE THE BAY

300 FRANK H OGAWA PLAZA STE 280
OAKLAND,CA94612 		N/A PC General Support 1,000

SAVE THE CHILDREN FEDERATION INC

501 KINGS HWY EAST STE 400
FAIRFIELD,CT06825 		N/A PC General Support 7,500

SAVE THE REDWOODS LEAGUE

111 SUTTER ST 11TH FLOOR
SAN FRANCISCO,CA94104 		N/A PC General Support 1,000

SEMPERVIRENS FUND

419 S SAN ANTONIO ROAD STE 211
LOS ALTOS,CA94022 		N/A PC General Support 7,500

SOLVE

2000 SW 1ST AVE STE 400
PORTLAND,OR97201 		N/A PC General Support 2,000

SONOMA COUNTY REGIONAL PARKS FOUNDATION

2300 COUNTY CENTER DR STE 120A
SANTA ROSA,CA95403 		N/A SO I General Support 6,250

SPAYARKANSAS

1909 W HUNTSVILLE AVE
SPRINGDALE,AR72762 		N/A PC General Support 7,500

SPUR COMMUNITY FOUNDATION INC

PO BOX 6184
KETCHUM,ID83340 		N/A PC Affordable workforce housing project known as "The Cottages at Sawmill Lane" 85,000

ST PAUL URBAN TENNIS PROGRAM

1675 5TH ST E
SAINT PAUL,MN55106 		N/A PC General Support 7,500

STEAMBOAT HEALTH & RECREATION ASSOCIATION

136 LINCOLN AVE
STEAMBOAT SPRINGS,CO80487 		N/A PC It's in the Water 4,500

STEAMBOAT HEALTH & RECREATION ASSOCIATION

136 LINCOLN AVE
STEAMBOAT SPRINGS,CO80487 		N/A PC Old Town Hot Springs' Community Support Program 100,000

STEAMBOAT SPRINGS WINTER SPORTS CLUB INC

PO BOX 774487
STEAMBOAT SPRINGS,CO80477 		N/A PC Air Bag Upgrade - Jump Complex Snow Making Project 100,000

SURFRIDER FOUNDATION

PO BOX 73550
SAN CLEMENTE,CA92673 		N/A PC General & Unrestricted 1,500

TAPESTRY HEALTH SYSTEMS INC

1985 MAIN ST STE 202
SPRINGFIELD,MA01103 		N/A PC General Support 2,000

THE ARC OF THE FARMINGTON VALLEY INC

225 COMMERCE DR
CANTON,CT06019 		N/A PC Alleluia Group Home Renovation 100,000

THE BERKSHIRE TACONIC COMMUNITY FOUNDATION INC

800 NORTH MAIN ST
SHEFFIELD,MA01257 		N/A PC Racial Equity Initiative 100,000

THE HUMANE LEAGUE

PO BOX 10476
ROCKVILLE,MD20849 		N/A PC General 7,500

THE NATURE CONSERVANCY OF TEXAS

200 E GRAYSON ST STE 202
SAN ANTONIO,TX78215 		N/A PC General Support 7,500

THE NATURE CONSERVANCY OF TEXAS

200 E GRAYSON ST STE 202
SAN ANTONIO,TX78215 		N/A PC Protecting Texas' Grasslands for People and Nature 100,000

THE SALVATION ARMY

1424 NE EXPY NE
BROOKHAVEN,GA30329 		N/A PC Northwest Arkansas 7,500

THE TREEHOUSE FOUNDATION INC

1 TREEHOUSE CIR
EASTHAMPTON,MA01027 		N/A PC Cookie Dough Sponsorship 3,500

UNACCOMPANIED STUDENTS INITIATIVE

386 PATTON AVE
CHEYENNE,WY82007 		N/A PC General Support 2,500

UNITED GAYS AND LESBIANS OF WYOMING

1601 CAPITOL AVE
CHEYENNE,WY82001 		N/A PC General Support 1,300

UNIVERSITY OF WYOMING

MANAGER OF ACC 1000 E UNIV AVE DEPT
LARAMIE,WY82071 		N/A GOV General Support 1,200

UNIVERSITY OF WYOMING FOUNDATION

222 S 22ND ST
LARAMIE,WY82070 		N/A PC Wyoming Public Media 1,500

WEST DALLAS COMMUNITY SCHOOL

2300 CANADA DR
DALLAS,TX75212 		N/A PC General Support 5,000

WITH LOVE OREGON

14555 SW 74TH AVE
TIGARD,OR97224 		N/A PC General & Unrestricted 1,500

WOOD RIVER LAND TRUST COMPANY

119 E BULLION ST
HAILEY,ID83333 		N/A PC Improvements to trail access and habitat in the Hailey Greenway, from Elliott's Trail to the Bow Bridge 16,720

YOUNG MENS CHRISTIAN ASSOCIATION OF SAN FRANCISCO

169 STEUART ST
SAN FRANCISCO,CA94105 		N/A PC Emily Schmidt's campaign for Point Bonita YMCA Nature Engagement Programs 2,500

YOUNG MENS CHRISTIAN ASSOCIATION OF SOUTHEAST VENT

31105 THOUSAND OAKS BLVD
WESTLAKE VILLAGE,CA91362 		N/A PC YMCA Youth Enrichment 45,000
Total .................................right arrow 3a 2,962,282
bApproved for future payment
Total ................................. right arrow 3b  
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
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 18,881  
4 Dividends and interest from securities ....     14 1,093,855  
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 .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -126,057  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aK-1 Inc/Loss 		525990 -1,254 14 67,304 234
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -1,254 1,053,983 234
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,052,963
(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.)
11b TAX-EXEMPT INCOME
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

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

TY 2022 DepreciationSchedule
Name:
Lennox Foundation
EIN:
42-6053380
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

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

TY 2022 ExpenditureResponsibilityStmt
Name:
Lennox Foundation
EIN:
42-6053380
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
HUMAN RIGHTS ACADEMY
  		KOLSTADGATA 1
OSLO   0652
NO 		2021-05-28 88,339 TO SUPPORT THE EDUCATIONAL TOOLKIT FOR DEMOCRACY AND HUMAN RIGHTS PROJECT 88,339 NO 05/31/22, 02/15/23   NONE NECESSARY
BASECAMP FOUNDATION KENYA
  		ARBORETUM VIEW
NAIROBI   C 00100
KE 		2022-07-05 100,000 To support the bamboo-4-Kenya Project   NO EXPECTED IN 2023   none necessary

TY 2022 GeneralExplanationAttachment
Name:
Lennox Foundation
EIN:
42-6053380
Identifier Return Reference Explanation
K3 K-2/K-3 Schedule K-3s: One or more partnerships have provided a schedule K-3 for the tax year in which they have checked one or more of the boxes in part I but not provided sufficient back-up information to allow the foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the foundation's inability to obtain such information and is not a willful attempt to withhold such information.

TY 2022 InvestmentsCorpStockSchedule
Name:
Lennox Foundation
EIN:
42-6053380
Name of Stock End of Year Book Value End of Year Fair Market Value
COHEN & STEERS GLOBAL REALTY S 1,084,574 823,094
DOUBLELINE TOTAL RETURN BOND 1,997,250 1,658,463
GRANDEUR PEAK INTERNATIONAL ST 861,154 882,793
JACKSON SQUARE MID CAP GROWTH 1,124,588 668,837
LENNOX INTL INC 179,528 14,579,636
LSV SMALL CAP VALUE FUND 1,484,953 1,927,436
MERCER EMERGING MARKETS EQUITY 6,154,163 3,760,396
MFS INTL INTRINSIC VALUE FD I 1,692,745 1,849,731
PIMCO INCOME FUND 1,483,877 1,499,207
TRANSAMERICA INTERNATIONAL EQU 2,123,547 2,233,065
VANGUARD 500 INDEX FUND ADM 5,530,278 8,059,016
VANGUARD DEVELOPED MARKETS IDX 2,522,089 2,383,116
VANGUARD INFLATION-PROTECTED S 2,154,132 1,862,457
VANGUARD TOTAL BOND MARKET IND 2,037,541 2,094,195
VANGUARD VALUE INDEX ADM SHARE 1,166,884 1,187,376

TY 2022 InvestmentsOtherSchedule2
Name:
Lennox Foundation
EIN:
42-6053380
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MERCER HEDGE FUND INVESTORS SP   5,040,000 6,641,544
MERCER PRIVATE INV PTNS IV LP   932,518 1,499,153
MERCER PRIVATE INV PTNS V LP   885,940 1,281,889
MERCER PRIVATE INV PTNS, LP   131,776 58,299
MERCER PRIVATE INVESTMENT PART   739,199 838,585

TY 2022 OtherExpensesSchedule
Name:
Lennox Foundation
EIN:
42-6053380
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 107,689     107,689
Indemnification Insurance 2,756     2,756
K-1 Exp MERCER PRIVATE INV PTN 25,947 25,930    
K-1 Exp MERCER PRIVATE INV PTN 30,585 29,901    
K-1 Exp MERCER PRIVATE INV PTN 3,873 3,863    
K-1 Exp MERCER PRIVATE INVESTM 30,553 30,314    


TY 2022 OtherIncomeSchedule2
Name:
Lennox Foundation
EIN:
42-6053380
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 Inc/Loss MERCER PRIVATE INV PTNS IV LP 38,928 40,127  
K-1 Inc/Loss MERCER PRIVATE INV PTNS V LP 24,382 23,104  
K-1 Inc/Loss MERCER PRIVATE INV PTNS, LP 2,678 2,019  
K-1 Inc/Loss MERCER PRIVATE INVESTMENT PARTNERS V 296 2,054  


TY 2022 OtherProfessionalFeesSchedule
Name:
Lennox Foundation
EIN:
42-6053380
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 155,816 155,816    
Professional Services 3,328     3,328


TY 2022 TaxesSchedule
Name:
Lennox Foundation
EIN:
42-6053380
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2022 22,200      
990-PF Extension for 2021 24,400