TY 2023 Form 990PF

(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	20,000 SHS LUMEN TECHNOLOGIES	P	2022-10-18	2023-09-07
b	.79 SH VITESSE ENERGY INC	P	2018-10-10	2023-01-17
c	400 SHS MICROSOFT CORP	P	2013-10-23	2023-05-04
d	400 SHS WABTEC CORP	P	2017-10-26	2023-05-04
e	200 SHS LINDE PLC	P	2018-10-31	2023-05-04
	994.50 SHS ALPHABET INC CL C	P	2012-06-11	2023-05-19
	5.50 SHS ALPHABET INC CL C	P	2012-06-12	2023-05-19
	1000 SHS LINDE PLC	P	2018-10-31	2023-05-19
	40000 SHS LUMEN TECHNOLOGIES	P	2010-01-11	2023-09-07
	1000 SHS BLACKSTONE INC	P	2016-03-29	2023-11-17
	200 SHS COSTCO WHSL CORP	P	2005-08-05	2023-11-17
	200 SHS LOWES COS INC	P	2011-10-26	2023-11-17
	1000 SHS JEFFERIES FINANCIAL GP	P	2018-10-10	2023-11-17
	1000 SHS JEFFERIES FINANCIAL GP	P	2016-09-08	2023-11-17
	CLASS ACTION	P	2023-12-31	2023-12-31

(e) Gross sales price	(f) Depreciation allowed (or allowable)	(h) Gain or (loss) (e) plus (f) minus (g)
a	28,406	141,764	-113,358
b	7	12	-5
c	122,160	13,580	108,580
d	38,557	30,622	7,935
e	71,671	32,690	38,981
	122,616	14,053	108,563
	678	77	601
	371,807	163,450	208,357
	56,812	512,495	-455,683
	104,678	21,697	82,981
	115,116	8,828	106,288
	40,647	4,309	36,338
	35,079	21,986	13,093
	35,079	21,069	14,010
	42,321		42,321

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	199,002
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................	3

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	5,979
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	5,979
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	5,979
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	9,631
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ..........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............	7	9,631
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 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.......	9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...	10	3,652
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax3,652	Refunded	11	0

(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
CLARE T MCMORRIS	PRESIDENT 1.00	0	0	0
C/O MANICE BUDD BAGGETT LLP 420 LEXINGTON AVE NEW YORK,NY10170
MICHAEL D SAVAGE	VICE PRESIDENT & SECRETARY 1.00	0	0	0
C/O MANICE BUDD BAGGETT LLP 420 LEXINGTON AVE NEW YORK,NY10170
MACDONALD BUDD	ACTING SECRETARY 1.00	0	0	0
C/O MANICE BUDD BAGGETT LLP 420 LEXINGTON AVE NEW YORK,NY10170
ERIC EGAN	TREASURER 1.00	0	0	0
C/O MANICE BUDD BAGGETT LLP 420 LEXINGTON AVE NEW YORK,NY10170

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ACADEMY OF CHILD & ADOLESCENT PSYCHIATRY (E SCHLOSSER LEWIS FUND) 3615 WISCONSIN AVENUE NW WASHINGTON,DC20016	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	5,000
ALWAYS HOME 119 HIGH STREET MYSTIC,CT06355	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	5,000
AMERICAN CIVIL LIBERTIES UNION FOUNDATION 125 BROAD STREET NEW YORK,NY10004	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	15,000
AMERICAN FOUNDATION FOR THE BLIND 2 PEEN PLAZA NEW YORK,NY10121	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	5,000
AUTISM SOCIETY OF AMERICA 6110 EXECUTIVE BLVD SUITE 305 ROCKVILLE,MD20852	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	5,000
BARD COLLEGE PO BOX 5000 ANNANDALEONHUDSON,NY12504	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	10,000
BOYS AND GIRLS CLUB OF PALM BEACH COUNTY 800 NORTHPOINT PKWY STE 204 WEST PALM BEACH,FL33407	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	10,000
CAMP TREETOPS 4382 CASCADE ROAD LAKE PLACID,NY12946	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	1,000
CENTER FOR POPULAR DEMOCRACY 449 TROUTMAN STREET BROOKLYN,NY11237	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	500
CENTER FOR TRADITIONAL MUSIC AND DANCE 32 BROADWAY NEW YORK,NY10004	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	1,000
CENTRAL PARK CONSERVANCEY 14 EAST 60TH STREET NEW YORK,NY10022	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	5,000
CHINA INSTITUTE IN AMERICA 125 EAST 65TH STREET NEW YORK,NY10065	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	6,500
CITY SQUASH PO BOX FORDHAM STATION NEW YORK,NY10458	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	500
COMMUNITY OF HOPE INC 4 ATLANTIC STREET SW WASHINGTON,DC20032	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	3,000
CONNECTICUT CANCER FOUNDATION 15 NORTH MAIN STREET OLD SAYBROOK,CT06475	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	2,500
CONNECTICUT FOOD BANK PO BOX 0618 BRIDGEPORT,CT06601	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	5,000
CONSERVATION FUND 1655 NORTH FORT MYER DRIVE SUITE 1300 ARLINGTON,VA22209	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	5,000
DEERFIELD ACADEMY PO BOX 306 DEERFIELD,MA01342	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	2,500
DOCTORS WITHOUT BORDERS 333 SEVENTH AVENUE NEW YORK,NY10001	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	15,000
EMMA WILLARD SCHOOL 285 PAWLING AVENUE TROY,NY12180	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	5,000
EPISCOPAL RELIEF & DEVELOPMENT PO BOX 7058 MERRIFIELD,VA22116	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	10,000
EVERYTHING FOR GUN SAFETY FUND INC PO BOX 4184 NEW YORK,NY10163	NONE		GENERAL FUNDING	5,000
FEEDING AMERICA PO BOX 96749 WASHINGTON,DC20090	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	1,000
FIGURE SKATING IN HARLEM 361 WEST 125TH STREET 4TH FL NEW YORK,NY10027	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	5,000
FRENCH AMERICAN FOUNDATION 28 WEST 44TH STREET NEW YORK,NY10036	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	1,000
FRESH NEW LONDON PO 285 NEW LONDON,CT06320	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	8,000
GOULD FARM PO BOX 157 MONTEREY,MA01245	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	5,000
GREEN BELT MOVEMENT 165 COURT STREET BROOKLYN,NY11201	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	1,000
GROTON OPEN SPACES PO BOX 9187 GROTON,CT06340	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	2,000
GROTON TOWN LIBRARY 52 NEWTOWN ROAD GROTON,CT06340	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	5,000
HABITAT FOR HUMANITY 121 HABITAT STREET AMERICUS,GA31709	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	5,000
HOMES FOR OUR TROOPS 6 MAIN STREET TAUNTON,MA02780	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	5,000
KAUFMAN MUSIC CENTER 129 WEST 67TH STREET NEW YORK,NY10023	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	1,000
LYMAN ALLYN ART MUSEUM 625 WILLIAMS STREET NEW LONDON,CT06320	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	5,000
MIDDLEBURY COLLEGE 5 COURT STREET MIDDLEBURY,VT05753	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	5,500
MIDORI & FRIENDS 352 SEVENTH AVENUE NEW YORK,NY10001	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	5,000
MYSTIC GARDEN CLUB PO BOX 326 WEST MYSTIC,CT06388	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	7,000
MYSTIC SEAPORT MUSEUM INC 75 GREENMANVILLE ACE BOX 6000 MYSTIC,CT06355	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	5,000
NATUAL RESOURCES DEFENSE COUNCIL INC PO BOX 1830 MERRIFIELD,VA22116	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	500
NEW ENGLAND SCIENCE & SAILING FOUNDATION PO BOX 733 70 WATER STREET STONINGTON,CT06378	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	45,000
WNYC RADIO 160 VARICK STREET NEW YORK,NY10013	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	500
NOANK COMMUNITY SUPPORT SERVICES INC 306 THAMES STREET GROTON,CT06340	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	5,000
OMPRAKASH 2311 N 45TH STREET SEATTLE,WA98103	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	250
OVARIAN CANCER RESEARCH FUND 14 PENNSYLVANIA PLAZA NEW YORK,NY10122	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	2,000
PARKINSON'S FOUNDATION 1359 BROADWAY SUITE 1509 NEW YORK,NY10018	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	2,000
PHILADELPHIA ORCHESTRA ASSOCIATION 1 SOUTH BROAD STREET PHILADELPHIA,PA19107	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	3,500
PLANNED PARENTHOOD FEDERATION OF AMERICA 123 WILLIAM STREET NEW YORK,NY10038	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	20,000
PREP FOR PREP 328 WEST 71ST STREET NEW YORK,NY10023	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	5,750
PRICETON UNIVERSITY PO BOX 46 PRINCETON,NJ08543	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	2,500
PRINCETON CHILD DEVELOPMENT INSTITUTE 300 COLD SOIL ROAD PRINCETON,NJ08540	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	2,500
PRINCETON DAY SCHOOL 650 GREAT ROAD PRINCETON,NJ08540	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	2,500
QUEBEC LABRADOR FOUNDATION 55 SOUTH MAIN STREET IPSWICH,MA01938	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	5,000
QUEBEC LABRADOR FOUNDATION (ANNUAL FUND) 4 SOUTH MAIN STREET SUITE 4 IPSWICH,MA01938	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	30,000
QUEBEC LABRADOR FOUNDATION (MORRIS FUND) 4 SOUTH MAIN STREET SUITE 4 IPSWICH,MA01938	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	15,000
QUEBEC LABRADOR FOUNDATION (RAB FUND) 4 SOUTH MAIN STREET SUITE 4 IPSWICH,MA01938	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	5,000
REFUGEES INTERNATIONAL 1800 M STREET NW SUITE 405N WASHINGTON,DC20036	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	500
RIVER FRONT CHILDRENS CENTER 476 THAMES STREET GROTON,CT06340	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	5,000
ROBERT COLLEGE OF ISTANBUL 520 EIGHT AVENUE NORTH TOWER NEW YORK,NY10018	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	5,000
SALVATION ARMY NEW LONDON CORPS 11 GOVERNOR WINTHROP BLVD NEW LONDON,CT06320	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	10,000
SAVE THE CHILDREN 501 KINGS HIGHWAY EAST FAIRFIELD,CA06825	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	1,000
SIERRA CLUB 1350 BROADWAY NEW YORK,NY10018	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	5,000
SLOAN-KETTERING CANCER CENTER 633 THIRD AVENUE NEW YORK,NY10017	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	5,000
SOUTHEAST MISSOURI UNIVERSITY FOUNDATION ACADEMIC HALL ONE UNIVERSITY PLAZA CAPE GIRARDEAU,MO63701	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	5,000
SQUASH AND EDUCATION ALLIANCE 55 BROAD STREET NEW YORK,NY10004	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	5,000
SQUASH SMARTS 3890 NORTH 10TH STREET PHILADELPHIA,PA19140	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	500
ST BERNARD'S SCHOOL 4 EAST 98TH STREET NEW YORK,NY10029	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	500
ST EDMUNDS RETREAT INC 1 ENDERS ISLAND MYSTIC,CT06355	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	10,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL PO BOX 1893 MEMPHIS,TN38101	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	15,000
STOWE PERFORMING ARTS PO BOX 302 STOWE,VT05672	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	1,000
STOWE VOLUNTEER FIREFIGHTERS INC PO BOX 1132 STOWE,VT05672	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	2,500
TAFT SCHOOL ANNUAL FUNDTHE 110 WOODBURY ROAD WATERTOWN,CT06795	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	5,000
THE TAFT SCHOOL 110 WOODBURY ROAD WATERTOWN,CT06795	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	3,500
TEACH FOR AMERICA 25 BROADWAY NEW YORK,NY10004	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	5,000
THE AMERICAN SCHOOL OF CLASSICAL STUDIES AT ATHENS 6-8 CHARLTON STREET PRINCETON,NJ08540	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	1,000
THE ARC EASTERN CONNECTICUT 125 SCHEM STREET NORWICH,CT06360	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	5,000
THE ASIA SOCIETY 725 PARK AVENUE NEW YORK,NY10021	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	5,000
THE BLUE HILL TROUPE PO BOX 286800 NEW YORK,NY10128	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	500
THE BREARLEY SCHOOL 610 EAST 83RD STREET NEW YORK,NY10028	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	15,500
THE INNOCENCE PROJECT 40 WORTH STREET NEW YORK,NY10013	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	5,000
THE LOOMIS SCHOOL 4 BATCHELDER ROAD WINDSOR,CT06095	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	5,000
THE SPENCE SCHOOL 222 EAST 91ST STREET NEW YORK,NY10128	NONE	CHARITABLE & EDUCATI	GENERAL FUNDINGGENERAL FUNDING	2,500
THE NATIONAL AUDUBON SOCIETY 225 VARICK STREET NEW YORK,NY10014	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	5,000
THE PUTNEY SCHOOL 418 HOUGHTON BROOK ROAD PUTNEY,VT05346	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	10,000
THE RENASISSANCE CITY THEATRE INC 1 GRANITE STREET WESTERLY,RI02891	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	5,000
THE SKY'S THE LIMIT FUND SOBRATO CENTER FOR NONPROFIT 510A VALLEY WAY MILPITAS,CA95035	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	5,000
THE WESTMINSTER FOUNDATION 194 NASSAU STREET PRINCETON,NJ08540	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	10,000
TRICKEL-UP 104 WEST 27TH STREET NEW YORK,NY10001	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	5,000
TRURO CONSERVATION TRUST PO BOX 327 NORTH TRURO,MA02652	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	5,000
UNIVERSITY OF MASSACHUSETS SCHOOL OF ENGINEERING 134 HICKS WAY AMHERST,MA01003	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	10,000
UNIVERSITY OF MASSACHUSETS WOMEN'S ROWING 134 HICKS WAY AMHERST,MA01003	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	5,000
VERMONT SKI MUSEUM PO 1511 STOWE,VT05672	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	5,000
WELLESLEY COLLEGE 106 BATCHELDER ROAD WINDSOR,CT06095	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	5,000
WILLIAM ALANSON WHITE INSTITUTE 20 WEST 74TH STREET NEW YORK,NY10023	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	5,000
WORLD CENTRAL KITCHEN INC 655 NEW YORK AVENUE NW 6FL WASHINGTON,DC20001	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	500
WORLD LEARNING INC 1 KIPLING ROAD PO BOX 676 BRATTLEBORO,VT05302	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	6,000
YALE ALUMNI FUND 265 CHURCH STREET NEW HAVEN,CT06521	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	10,000
YALE LAW SCHOOL PO BOX 208341 NEW HAVEN,CT06520	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	10,000
YALE UNIVERSITY STERLING LIBRARY PO BOX 2038 NEW HAVEN,CT06521	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	15,000
YALE UNIVERSITY YALE COMMUNITY ROWING PO BOX 2038 NEW HAVEN,CT06521	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	5,000
EASTERN CONNECTICUT FOUNDATION 68 FEDERAL STREET NEW LONDON,CT06320	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	5,000
STEPS INC PO BOX 1907 GROTON,CT06340	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	5,000
THE CORNER CLOSET 15 1/2 WATER STREET 4 MYSTIC,CT06355	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	5,000
WORK VESSELS FOR VETS PO BOX 215 WEST MYSTIC,CT06388	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	5,000
NATIONAL PUBLIC RADIO PO BOX 791490 BALTIMOR,MD21279	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	10,000
UNIVERSITY OF MASSACHUSETS MEN'S ROWING 134 HICKS WAY AMHERST,MA01003	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	2,000
AMHERST COLLEGE ROWING 220 SOUTH PLEASENT STREET AMHERST,MA01002	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	1,000
BERSHIRE NATIONAL RESOURCES COUNCIL (BNRC) 309 PITTSFIELD ROAD SUITE B LENOX,MA01240	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	5,000
NATIONAL AUDUBON SOCIETY 225 VARICK STREET NEW YORK,NY10014	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	5,000
STOCKBRIDGE LAND TRUST (PETER BERIE FUND) PO BOX 1063 STOCKBRIDGE,MA01262	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	3,000
MASSACHUSETTS DER (BEARTOWN STATE FOREST) PO BOX 1433 PITTSFIELD,MA01202	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	2,000
WORLD WILDLIFE 1250 224TH STREET NW WASHINGTON,DC20037	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	10,000
WAMCNORTHEAST PUBLIC RADIO 318 CENTRAL AVENUE ALBANY,NY12206	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	2,000
VERMONT FOODBANK PO BOX 471 BRATTLEBORO,VT05302	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	1,000
CHILDREN'S HOSPITAL OF PHILADELPHIA PO BOX 249 BREENCASTLE,PA17225	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	5,000
AM CANCER SOCIETY HOPE LODGE BEE TABAKIN BUILDING 237 EAST AVENUE BURLINGTON,VT05401	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	1,000
WORLD WILDLIFE FUND 1250 24TH STREET NW WASHINGTON,DC20037	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	5,000
THE WILD CENTER 45 MUSEUM DRIVE TUPPER LAKE,NY12906	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	1,000
PLANNED PARENTHOOD PO BOX 96735 WASHINGTON,DC20077	NONE	CHARITABLE & EDUCATI	GENERAL FUNDING	500
Total ................................. 3a				655,000

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	260,048		260,048
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		199,002
b	Gross sales price for all assets on line 6a 1,185,634
7	Capital gain net income (from Part IV, line 2)...			199,002
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	459,050		459,050
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........	List of Attached Documents: // Content	10,000	5,000	5,000
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	8,350	4,175	4,175
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	38,936	19,468	19,468
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	9,676	0	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	542	271	271
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	67,504		28,914	28,914
25	Contributions, gifts, grants paid.......	655,000			655,000
26	Total expenses and disbursements. Add lines 24 and 25	722,504		28,914	683,914
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-263,454
b	Net investment income (if negative, enter -0-)			430,136
c	Adjusted net income (if negative, enter -0-)...

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	1,044	2,630	2,630
	2	Savings and temporary cash investments.........	141,500	300,500	300,500
	3	Accounts receivable 9,102
		Less: allowance for doubtful accounts	9,389	9,102	9,102
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	5,928,656	List of Attached Documents: // Content 5,504,903	12,818,947
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	6,080,589	5,817,135	13,131,179
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	0	0
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	6,080,589	5,817,135
	29	Total net assets or fund balances (see instructions).....	6,080,589	5,817,135
	30	Total liabilities and net assets/fund balances (see instructions).	6,080,589	5,817,135

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

		(a) Corpus	(b) Years prior to 2022	(c) 2022	(d) 2023
1 Distributable amount for 2023 from Part X, line 7					593,670
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......				0
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2022:
a From 2018......	65,755
b From 2019......	56,424
c From 2020......	41,821
d From 2021......
e From 2022......	680,657
f Total of lines 3a through e ........		844,657
4Qualifying distributions for 2023 from Part
XI, line 4: $ 683,914
a Applied to 2022, but not more than line 2a				0
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 2023 distributable amount.....					593,670
e Remaining amount distributed out of corpus		90,244
5 Excess distributions carryover applied to 2023.		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		934,901
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 2022. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2023. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2024 ..........					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 2018 not applied on line 5 or line 7 (see instructions) ...		65,755
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......		869,146
10 Analysis of line 9:
a Excess from 2019....	56,424
b Excess from 2020....	41,821
c Excess from 2021....
d Excess from 2022....	680,657
e Excess from 2023....	90,244

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) 2023	(b) 2022	(c) 2021	(d) 2020	(e) Total

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

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			-113,358
b			-5
c			108,580
d			7,935
e			38,981
			108,563
			601
			208,357
			-455,683
			82,981
			106,288
			36,338
			13,093
			14,010
			42,321


(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...................				0

bApproved for future payment

Total ................................. 3b				0

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	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....			14	260,048
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	199,002
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		0		459,050	0

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Name of Stock	End of Year Book Value	End of Year Fair Market Value
4,000 SHS ALPHABET INC. SER A	56,527	558,760
2,000 SHS ALPHABET INC. SER C	28,176	281,860
4,000 SHS BLACKSTONE INC	92,610	523,680
1,875 SHS BROOKFIELD ASSET MANAGEMENT CL A	14,002	75,319
600 SHS COSTCO WHOLESALE CORP	26,483	396,048
34,000 SHS CRIMSON WINE GROUP LTD	301,785	200,464
4,000 SHS DUKE ENERGY CORP	207,032	388,160
8,000 SHS ENBRIDGE INC	174,397	288,160
1,600 SHS ENSTAR GROUP LTD	110,403	470,960
360,000SHS GLOBALSTAR INC	366,367	698,400
28,000 SHS JEFFERIES FINANCIAL GROUP	354,623	1,131,480
1,600 SHS JOHNSON & JOHNSON CO	34,600	250,784
2,000 SHS KIMBERLY CLARK CORP	120,311	243,020
2,000 SHS LOWES COS INC	43,090	445,100
2,000 SHS MICROSOFT CORP	67,900	752,080
6,400 SHS NUTRIEN LTD	296,974	360,521
2,400 SHS PROCTOR & GAMBLE CO	99,692	351,696
5,000 SHS QUALCOMM INC	278,108	723,150
4,000 SHS SYSCO CORP	111,952	292,520
6,000 SHS SCHWAB CHARLES CORP	211,578	412,800
4,000 SHS VERIZON COMM.	119,906	150,800
2,800 SHS WAL MART STORES INC	149,676	441,420
4,600 SHS WESTINGHOUSE AIR BRAKE TECH.	138,452	583,740
12,000 SHS WILLIAMS COMPINES INC	208,421	417,960
28,000 SHS TEVA PHARMACEUTICAL IND LTD	248,340	292,320
10,000 SHS ASHTEAD GROUP PLC	461,740	696,293
7,500 SHS BROOKFIELD CORP	60,802	300,900
36,000. SHS WARNER BROS DISCOVERY INC	679,238	409,680
3,530 SHS VITESSE ENERGY INC	19,083	77,272
12,000 SHS RUSH ENTERPISES INC	422,635	603,600

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

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

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