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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE STANTON FOUNDATION
C/O BAKER TILLY
Number and street (or P.O. box number if mail is not delivered to street address)66 HUDSON BLVD E 2200
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10001
A Employer identification number

13-3598005
B Telephone number (see instructions)

(212) 697-6900
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$97,999,984
J 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... 3,317,279 3,317,279  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 13,676,127
b Gross sales price for all assets on line 6a 107,100,973
7 Capital gain net income (from Part IV, line 2)... 13,676,127
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........ 16,993,406 16,993,406  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 320,000 64,000   256,000
14 Other employee salaries and wages...... 477,652 0   477,652
15 Pension plans, employee benefits....... 123,809 0   123,809
16a Legal fees (attach schedule)......... 154,459 0   154,459
b Accounting fees (attach schedule)....... 35,450 5,345   30,105
c Other professional fees (attach schedule).... 293,504 0   293,504
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 273,494 36,253   41,741
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 137,909 0   137,909
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 933,842 481,406   452,436
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,750,119 587,004   1,967,615
25 Contributions, gifts, grants paid....... 35,717,405 35,717,405
26 Total expenses and disbursements. Add lines 24 and 25 38,467,524 587,004   37,685,020
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -21,474,118
b Net investment income (if negative, enter -0-) 16,406,402
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 365,812 783,590 783,590
2 Savings and temporary cash investments......... 18,393,967 11,373,014 11,373,014
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) 64,190,900 Click to see attachment
List of Attached Documents:
// Content
63,615,160
63,682,078
b Investments—corporate stock (attach schedule)....... 25,477,780 Click to see attachment
List of Attached Documents:
// Content
11,202,384
22,128,059
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)..........      
14 Land, buildings, and equipment: basis right arrow1,224
Less: accumulated depreciation (attach schedule) right arrow1,224      
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
53,050
Click to see attachment
List of Attached Documents:
// Content
33,243
Click to see attachment
List of Attached Documents:
// Content
33,243
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 108,481,509 87,007,391 97,999,984
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........ 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 108,481,509 87,007,391
29 Total net assets or fund balances (see instructions)..... 108,481,509 87,007,391
30 Total liabilities and net assets/fund balances (see instructions). 108,481,509 87,007,391
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
108,481,509
2
Enter amount from Part I, line 27a .....................
2
-21,474,118
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
87,007,391
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
87,007,391
Form 990-PF (2023)
Form 990-PF (2023)
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 PERSHING ACCT 140323 P    
b PERSHING ACCT 140323 P    
c PERSHING ACCT 140323 P    
d PERSHING ACCT 140323 P    
e PERSHING ACCT 140323 P    
PERSHING ACCT 136024 P    
PERSHING ACCT 136024 P    
PERSHING ACCT 136024 P    
PERSHING ACCT 136024 P    
PERSHING ACCT 136024 - ST GAIN P    
PERSHING ACCT 136065 P    
PERSHING ACCT 136065 P    
PERSHING ACCT 136065 P    
PERSHING ACCT 136065 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 43,693,919   43,996,837 -302,918
b 13,451,429   13,753,953 -302,524
c 5,958,283   5,868,170 90,113
d 8,248,743   8,314,046 -65,303
e 24,291     24,291
3,146,229   3,301,021 -154,792
7,577,854   6,867,159 710,695
11,178,892   3,957,093 7,221,799
59,525     59,525
8,695     8,695
1,888,145   1,896,211 -8,066
4,010,734   3,167,560 843,174
7,725,351   2,302,796 5,422,555
128,883     128,883
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       -302,918
b       -302,524
c       90,113
d       -65,303
e       24,291
      -154,792
      710,695
      7,221,799
      59,525
      8,695
      -8,066
      843,174
      5,422,555
      128,883
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 13,676,127
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 228,049
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........................... 3 228,049
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- ..... 5 228,049
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 201,797
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 99,500
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 301,297
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 355
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 72,893
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow72,893 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
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 arrowNY, MA
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowBAKER TILLY Telephone no.right arrow (212) 697-6900

Located atright arrow66 HUDSON BLVD E STE 2200NEW YORKNY ZIP+4right arrow10001
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 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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
 
 
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
ANDREW H WEISS TRUSTEE
20.00
100,000 0 0
C/O BT US 66 HUDSON BLVD E STE 2200
NEW YORK,NY10001
ELISABETH K ALLISON TRUSTEE
30.00
220,000 0 0
69 PINEHURST ROAD
BELMONT,MA02178
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
GILLIAN B FRASER PROGRAM OFFICER
40.00
106,095 0 0
164 CARRIAGE HILL ROAD
NORTHBOROUGH,MA01532
LAURIE SLAP PROGRAM OFFICER
32.00
78,613 0 0
95 LONG AVENUE
BELMONT,MA02478
SARAH A WHEATON ADMIN & FINANCE COOR
40.00
72,352 0 0
17 SYCAMORE STREET
BELMONT,MA02478
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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
RICHARD MCLAUGHLIN CONSULTING 72,250
83 RICHMOND ROAD
BELMONT,MA02478
DJ CONSULTING LLC CONSULTING 51,205
6 KNIGHTS LANE
NEWBURYPORT,MA01950
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 (2023)
Form 990-PF (2023)
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
96,663,182
b
Average of monthly cash balances.......................
1b
15,458,189
c
Fair market value of all other assets (see instructions)................
1c
43,147
d
Total (add lines 1a, b, and c).........................
1d
112,164,518
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
112,164,518
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,682,468
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
110,482,050
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
5,524,103
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
5,524,103
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
228,049
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
228,049
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
5,296,054
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
5,296,054
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
5,296,054
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
37,685,020
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
37,685,020
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1 Distributable amount for 2023 from Part X, line 7 5,296,054
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...... 6,568,141
b From 2019...... 3,784,179
c From 2020...... 22,789,611
d From 2021...... 13,370,927
e From 2022...... 18,710,410
f Total of lines 3a through e ........ 65,223,268
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 37,685,020
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..... 5,296,054
e Remaining amount distributed out of corpus 32,388,966
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 97,612,234
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) ...
6,568,141
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
91,044,093
10 Analysis of line 9:
a Excess from 2019.... 3,784,179
b Excess from 2020.... 22,789,611
c Excess from 2021.... 13,370,927
d Excess from 2022.... 18,710,410
e Excess from 2023.... 32,388,966
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 (2023)
Form 990-PF (2023)
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

TOWN OF BUXTON ME

185 PORTLAND ROAD
BUXTON,ME04093
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 4,500

TOWN OF BURLINGTON MA

29 CENTER STREET
BURLINGTON,MA01803
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 26,500

YALE UNIVERSITY

PO BOX 1873
NEW HAVEN,CT06508
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 150,000

TOWN OF BRIDGTON ME

8 IREDALE STREET
BRIDGTON,ME04009
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 32,000

CITY OF NORTH ADAMS MA

11 SUMMER STREET
NORTH ADAMS,MA01247
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 32,000

UNIVERSITY OF GEORGIA FOUNDATION

225 HERTY DR
ATHENS,GA30602
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 10,000

TUFTS UNIVERSITY

136 HARRISON AVENUE
BOSTON,MA02111
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 39,232

TOWN OF SAUGUS

298 CENTRAL STREET
SAUGUS,MA01906
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 25,000

ELECTRONIC FRONTIER FOUNDATION

815 EDDY STREET
SAN FRANCISCO,CA94109
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 84,975

TOWN OF HAMPSTEADNH

30 VETERANS WAY
HAMPSTEAD,NH03841
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 15,400

CITY OF PEABODY MA

24 LOWELL STREET
PEABODY,MA01960
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 15,400

UC SAN DIEGO

9500 GILMAN DRIVE
LA JOLLA,CA92093
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 183,230

TOWN OF READING

15 UNION STREET
READING,MA01867
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 15,400

MICHIGAN STATE UNIVERSITY

426 AUDITORIUM ROAD
EAST LANSING,MI48824
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 47,319

JOURNAL OF FREE SPEECH LAW

385 CHARLES E YOUNG DR E
LOS ANGELES,CA90095
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 30,000

CHESHIRE COUNTY

12 COURT STREET
KEENE,NH03431
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 32,000

ROYAL UNITED SERVICES INSTITUTE

RUSI WHITEHALL
LONDON,LONDONSW1A 2ET
UK
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 89,506

FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION INC

510 WALNUT STREET SUITE 1250
PHILADELPHIA,PA19106
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 628,000

TOWN OF NORTHBOROUGH

63 MAIN STREET
NORTHBOROUGH,MA01532
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 25,000

ROCKINGHAM COUNTY

101 NORTH ROAD
BRENTWOOD,NH03833
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 32,000

CITY OF EASTHAMPTON

32 PAYSON AVENUE
EASTHAMPTON,MA01027
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 32,000

ANIMAL CLINIC OF STERLING HEIGHTS

39990 VAN DYKE
STERLING HEIGHTS,MI48095
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 1,000

ANIMAL CLINIC OF STERLING HEIGHTS

39990 VAN DYKE
STERLING HEIGHTS,MI48095
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 1,000

BANGOR UNIVERSITY

COLLEGE ROAD
BANGOR,GWYNEDDLL57 2DG
UK
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 79,867

UNIVERSITY COLLEGE DUBLIN

BELFIELD CAMPUS
DUBLIN,DUBLIN  
EI
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 79,403

GEORGE MASON UNIVERSITY

4400 UNIVERSITY DRIVE
FAIRFAX,VA22030
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 33,583

OXFORD COUNTY ME

26 WESTERN AVENUE
SOUTH PARIS,ME04281
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 32,000

TRUSTEES OF TUFTS COLLEGE

169 HOLLAND STREET
SOMERVILLE,MA02144
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 231,600

THE PRETTY PITTIE COMMITTEE

16110 PYLON CT
FOLEY,AL36535
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 70,000

ANIMAL CLINIC OF STERLING HEIGHTS

39990 VAN DYKE
STERLING HEIGHTS,MI48095
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 2,000

WASHINGTON UNIVERSITY

ONE BROOKINGS DRIVE
ST LOUIS,MO63130
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 300,500

CASE WESTERN RESERVE UNIVERSITY

10900 EUCLID AVE
CLEVELAND,OH44106
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 300,500

TULANE UNIVERSITY

6823 ST CHARLES AVE
NEW ORLEANS,LA70118
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 300,500

CORNELL UNIVERSITY

MYRON TAYLOR HALL
ITHACA,NY14853
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 300,500

GEORGE MASON UNIVERSITY

4400 UNIVERSITY DRIVE
FAIRFAX,VA22030
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 300,500

DUKE UNIVERSITY

210 SCIENCE DRIVE
DURHAM,NC27708
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 345,000

UNIVERSITY OF GEORGIA

225 HERTY DR
ATHENS,GA30602
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 300,500

ARIZONA STATE UNIVERSITY

111 E TAYLOR STREET
PHOENIX,AZ85004
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 300,500

SOUTHERN METHODIST UNIVERSITY

3315 DANIEL AVE
DALLAS,TX75205
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 300,500

UNIVERSITY OF ILLINOIS

4605 W GREEN STREET
URBANA,IL61801
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 200,000

KILO-9 FOUNDATION

206 WOODBURY CIRCLE
TAYLORS,SC29687
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 14,490

MATTHEW CORSE DVM

1603 DEER PARK ROAD
ATLANTA,GA30345
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 5,000

VANDERBILT UNIVERSITY

131 21ST AVE S
NASHVILLE,TN37203
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 200,000

NORTHEASTERN UNIVERSITY

360 HUNTINGTON AVE
BOSTON,MA02115
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 139,039

ANIMAL CLINIC OF STERLING HEIGHTS

39990 VAN DYKE
STERLING HEIGHTS,MI48095
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 1,000

TRUSTEES OF TUFTS COLLEGE

169 HOLLAND STREET
SOMERVILLE,MA02144
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 71,000

GEORGIA VETERINARY MEDICAL ASSOCIATION GVMA

6050 PEACHTREE PKWY STE 240-381
NORCROSS,GA30092
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 21,000

ANIMAL CLINIC OF STERLING HEIGHTS

39990 VAN DYKE
STERLING HEIGHTS,MI48095
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 1,000

ANIMAL CLINIC OF STERLING HEIGHTS

39990 VAN DYKE
STERLING HEIGHTS,MI48095
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 1,000

TOWN OF WESTBOROUGH

34 WEST MAIN STREET
WESTBOROUGH,MA01581
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 25,000

GEORGIA VETERINARY MEDICAL ASSOCIATION GVMA

6050 PEACHTREE PKWY STE 240-381
NORCROSS,GA30092
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 19,500

UNIVERSITY OF CHICAGO

5801 S ELLIS AVE
CHICAGO,IL60637
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 977,976

COMMONWEALTH OF MASSACHUSETTSHOMELESS ANIMAL PREVENTION AND CARE TRUST

100 CAMBRIDGE ST 9TH FLOOR
BOSTON,MA02114
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 30,000

UNIVERSITY OF MISSOURI

601 TURNER AVENUE
COLUMBIA,MO65201
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 49,828

HILLSDALE COLLEGE

33 E COLLEGE ST
HILLSDALE,MI49242
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 49,500

UNIVERSITY OF GEORGIA

225 HERTY DR
ATHENS,GA30602
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 25,000

DARTMOUTH COLLEGE

DARTMOUTH COLLEGE
HANOVER,NH03755
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 49,706

CORNELL UNIVERSITY

MYRON TAYLOR HALL
ITHACA,NY14853
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 187,949

STOP THE SUFFERING

452 OVERBROOK DRIVE
COLUMBUS,OH43214
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 70,000

ATLANTA HUMANE SOCIETY

981 HOWELL MILL RD NW
ATLANTA,GA30318
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 19,173

NEACOP

PO BOX 391
NORTH SPRINGFIELD,VT05150
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 5,000

CITY OF WOBURN

10 COMMON STREET
WOBURN,MA01801
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 19,785

CITY OF MONTPELIER VT

1 PITKIN COURT
MONTPELIER,VT05602
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 4,500

UNIVERSITY OF GEORGIA - PAWS

225 HERTY DR
ATHENS,GA30602
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 250,000

TOWN OF SOUTHBOROUGH

21 HIGHLAND STREET
SOUTHBOROUGH,MA01772
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 25,000

NEMLEC POLICE FOUNDATION

PO BOX 458
DRACUT,MA01826
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 5,000

CHESHIRE COUNTY

12 COURT STREET
KEENE,NH03431
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 4,500

COLLEGE OF WILLIAM AND MARY

262 RICHMOND RD
WILLIAMSBURG,VA23185
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 50,000

VANDERBILT UNIVERSITY

131 21ST AVE S
NASHVILLE,TN37203
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 66,000

NORTHEASTERN UNIVERSITY

360 HUNTINGTON AVE
BOSTON,MA02115
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 75,000

TEXAS A & M UNIVERSITY

6000 TAMU
COLLEGE STATION,TX77843
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 303,000

MASSACHUSETTS INSTITUTE OF TECHNOLOGY

77 MASSACHUSETTS AVE
CAMBRIDGE,MA02139
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 295,500

MASSACHUSETTS INSTITUTE OF TECHNOLOGY

77 MASSACHUSETTS AVE
CAMBRIDGE,MA02139
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 7,500

STANFORD UNIV -CISAC

ENCINA HALL E202
STANFORD,CA94305
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 303,000

HARVARD UNIVERSITY

MASSACHUSETTS HALL
CAMBRIDGE,MA02138
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 250,000

COUNCIL ON FOREIGN RELATIONS

58 EAST 68TH STREET
NEW YORK,NY10065
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 205,500

YALE LAW SCHOOL

PO BOX 208215
NEW HAVEN,CT06520
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 231,657

MASSACHUSETTS INSTITUTE OF TECHNOLOGY

77 MASSACHUSETTS AVE
CAMBRIDGE,MA02139
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 53,000

STANFORD UNIV -CISAC

ENCINA HALL E202
STANFORD,CA94305
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 176,389

KMB VETERINARY MEDIA LLC

240 GILL RD
GROVE CITY,PA16127
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 1,000

ANIMAL CLINIC OF STERLING HEIGHTS

39990 VAN DYKE
STERLING HEIGHTS,MI48095
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 1,000

FOUNTAIN VALLEY POLICE DEPARTMENT

10200 SLATER AVENUE
FOUNTAIN VALLEY,CA92708
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 12,930

CITY OF EASTHAMPTON

32 PAYSON AVENUE
EASTHAMPTON,MA01027
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 13,200

OXFORD COUNTY SHERIFF'S OFFICE

26 WESTERN AVENUE
SOUTH PARIS,ME04281
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 15,400

TOWN OF EAST MILLINOCKET

125 MAIN STREET
EAST MILLINOCKET,ME04430
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 32,000

45419

169 HOLLAND STREET
SOMERVILLE,MA02144
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 89,600

TULANE UNIVERSITY

6823 ST CHARLES AVE
NEW ORLEANS,LA70118
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 130,000

ANIMAL CLINIC OF STERLING HEIGHTS

39990 VAN DYKE
STERLING HEIGHTS,MI48095
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 1,000

STANFORD UNIV -CISAC

ENCINA HALL E202
STANFORD,CA94305
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 75,000

UNIVERSITY OF MIAMI

1320 S DIXIE HWY SUITE 650
MIAMI,FL33146
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 45,905

TOWN OF BARNSTABLE

1189 PHINNEY LANE
CENTERVILLE,MA02632
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 32,819

TOWN OF DANVILLE NH

206 MAIN STREET
DANVILLE,NH03819
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 32,000

OAKLAND COUNTY SHERIFF'S OFFICE

2800 WATKINS LANE
WATERFORD,MI48328
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 12,500

TOWN OF LONDONDERRY

268A MAMMOTH RD
LONDONDERRY,NH03053
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 4,500

OVMA

1472 MANNING PARKWAY
POWELL,OH43065
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 22,000

THE FEDERATION OF HUMANE ORGANIZATIONS OF WEST VIRGINIA

PO BOX 686
ELKINS,WV26241
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 250,000

CITY OF MEDFORD

89 GEORGE P HASSETT DRIVE
MEDFORD,MA02155
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 15,030

ORANGEBURG COUNTY SOUCTH CAROLINA

1437 AMELIA STREET
ORANGEBURG,SC29116
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 70,000

BLUEPEARL SCIENCE LLC

2950 BUSCH LAKE BLVD
TAMPA,FL33614
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 1,000

TOWN OF SOUTHBRIDGE

1 MECHANIC STREET
SOUTHBRIDGE,MA01550
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 32,000

COMPANION ANIMAL ALLIANCE

2550 GOURRIER AVENUE
BATON ROUGE,LA70820
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 70,000

MASSACHUSETTS INSTITUTE OF TECHNOLOGY

77 MASSACHUSETTS AVE
CAMBRIDGE,MA02139
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 53,000

UNIVERSITY OF NEBRASKA FOUNDATION

1010 LINCOLN MALL
LINCOLN,NE68508
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 200,000

ANIMAL CLINIC OF STERLING HEIGHTS

39990 VAN DYKE
STERLING HEIGHTS,MI48095
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 1,000

COBB COUNTY GEORGIA

545 S FAIRGROUND STREET
MARIETTA,GA30060
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 15,000

ANIMAL CLINIC OF STERLING HEIGHTS

39990 VAN DYKE
STERLING HEIGHTS,MI48095
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 1,000

CORNELL UNIVERSITY

MYRON TAYLOR HALL
ITHACA,NY14853
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 5,000

RAND CORPORATION

1776 MAIN STREET
SANTA MONICA,CA90407
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 90,000

AAVMC

655 K STREET NW SUITE 725
WASHINTON,DC20001
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 658,670

UNIVERSITY OF GEORGIA

225 HERTY DR
ATHENS,GA30602
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 4,817,000

CITY OF MEDFORD

89 GEORGE P HASSETT DRIVE
MEDFORD,MA02155
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 12,000

PAWS ACROSS PITTSBURGH

346 ORCHARD STREET
SPRINGDALE,PA15144
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 70,000

MATTHEW CORSE DVM

1603 DEER PARK ROAD
ATLANTA,GA30345
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 500

TOWN OF SHARON

213 SOUTH MAIN STREET
SHARON,MA02067
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 25,000

ANIMAL CLINIC OF STERLING HEIGHTS

39990 VAN DYKE
STERLING HEIGHTS,MI48095
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 1,000

UNIVERSITY OF GEORGIA

225 HERTY DR
ATHENS,GA30602
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 387,000

TOWN OF STOUGHTON

10 PEARL STREET
STOUGHTON,MA02072
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 25,000

BLUEPEARL SCIENCE LLC

2950 BUSCH LAKE BLVD
TAMPA,FL33614
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 1,000

ANIMAL CLINIC OF STERLING HEIGHTS

39990 VAN DYKE
STERLING HEIGHTS,MI48095
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 1,000

WLS TELEVISION

190 N STATE STREET
CHICAGO,IL60640
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 82,000

ROCKINGHAM COUNTY

101 NORTH ROAD
BRENTWOOD,NH03833
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 15,400

SOMERSET COUNTY

131 EAST MADISON RD
MADISON,ME04950
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 26,170

KANE COUNTY SHERIFF'S OFFICE

37W755 IL RT 38 SUITE A
ST CHARLES,IL60175
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 14,179

TOWN OF HAMPSTEADNH

30 VETERANS WAY
HAMPSTEAD,NH03841
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 4,500

GEORGE MASON UNIVERSITY

4400 UNIVERSITY DRIVE
FAIRFAX,VA22030
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 1,108,635

ANIMAL CLINIC OF STERLING HEIGHTS

39990 VAN DYKE
STERLING HEIGHTS,MI48095
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 1,000

UNIVERSITY OF NEBRASKA FOUNDATION

1010 LINCOLN MALL
LINCOLN,NE68508
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 148,465

MARION ANIMAL RESOURCE CONNECTION

225 SEQUATCHIE LANE
SEQUATCHIE,TN37374
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 70,000

MASSACHUSETTS INSTITUTE OF TECHNOLOGY

77 MASSACHUSETTS AVE
CAMBRIDGE,MA02139
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 53,000

WASHINGTON UNIVERSITY

ONE BROOKINGS DRIVE
ST LOUIS,MO63130
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 1,725

ANIMAL CLINIC OF STERLING HEIGHTS

39990 VAN DYKE
STERLING HEIGHTS,MI48095
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 1,000

ATLANTA HUMANE SOCIETY

981 HOWELL MILL RD NW
ATLANTA,GA30318
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 620,000

ONE BY ONE ANIMAL ADVOCATES

216 11TH AVE
WEST HUNTINGTON,WV25701
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 70,000

TOWN OF READING MA

15 UNION STREET
READING,MA01867
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 4,500

MIT FREE SPEECH ALLIANCE

1 BROADWAY 14TH FLOOR
CAMBRIDGE,MA02142
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 250,000

RAND CORPORATION

1776 MAIN STREET
SANTA MONICA,CA90407
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 85,000

TOWN OF WARE

126 MAIN STREET
WARE,MA01082
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 31,575

NORTHEASTERN UNIVERSITY

360 HUNTINGTON AVE
BOSTON,MA02115
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 110,465

WCBS

524 WEST 57TH STREET 513/3
NEW YORK,NY10019
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 110,500

WLS TELEVISION

PO BOX 7322384
DALLAS,TX75373
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 19,341

NASHER SCULPTURE GARDEN

2001 FLORA STREET
DALLAS,TX75201
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 10,000

CITY OF FITCHBURG

20 ELM STREET
FITCHBURG,MA01420
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 33,501

LOS ANGELES SHERIFF'S DEPARTMENT

211 W TEMPLE STREET 6TH FLOOR
LOS ANGELES,CA90012
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 10,949

COMMONWEALTH OF MASSACHUSETTSHOMELESS ANIMAL PREVENTION AND CARE TRUST

100 CAMBRIDGE ST 9TH FLOOR
BOSTON,MA02114
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 75,000

DUKE UNIVERSITY

210 SCIENCE DRIVE SUITE 1015
DURHAM,NC27708
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 89,744

UNIVERSITY OF NEBRASKA FOUNDATION

1010 LINCOLN MALL
LINCOLN,NE68508
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 110,500

ANIMAL CLINIC OF STERLING HEIGHTS

39990 VAN DYKE
STERLING HEIGHTS,MI48095
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 2,000

TOWN OF PLYMOUTH

26 COURT STREET
PLYMOUTH,MA02360
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 25,000

HEARST STATIONS INC WCVB DIVISION

5 TV PL
NEEDHAM HEIGHTS,MA24940
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 98,994

CITY OF BROWNSVILLE TEXAS

1001 EAST ELIZABETH ST
BROWNSVILLE,TX78520
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 70,000

ONE BY ONE ANIMAL ADVOCATES

216 11TH AVE
WEST HUNTINGTON,WV25701
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 7,000

AROOSTOCK COUNTY SHERIFF'S OFFICE

25 SCHOOL STREET SUITE
HOULTON,ME47300
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 32,000

ANIMAL CLINIC OF STERLING HEIGHTS

39990 VAN DYKE
STERLING HEIGHTS,MI48095
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 1,000

BANGOR UNIVERSITY

COLLEGE ROAD
BANGOR,GWYNEDDLL57 2DG
UK
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 83,676

ROYAL UNITED SERVICES INSTITUTE

61 WHITEHALL
LONDON   SW1A 2ET
UK
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 89,745

UNION OF CONCERNED SCIENTISTS

2 BRATTLE SQUARE
CAMBRIDGE,MA02138
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 90,000

CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE

420 MONTGOMERY
SAN FRANCISCO,CA94101
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 83,474

TRUSTEES OF TUFTS COLLEGE

169 HOLLAND STREET
SOMERVILLE,MA02144
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 62,984

STATE UNIVERSITY OF NEW YORK

PO BOX 9
ALBANY,NY12201
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 59,926

HARVARD UNIVERSITY

79 JFK STREET
CAMBRIDGE,MA02138
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 2,900,000

BROWN UNIVERSITY

75 WATERMAN ST
PROVIDENCE,RI02912
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 89,744

YALE UNIVERSITY DEVELOPMENT

PO BOX 208215
NEW HAVEN,CT06520
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 420,000

JOURNAL OF FREE SPEECH LAW

385 CHARLES E YOUNG DR E
LOS ANGELES,CA90095
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 30,000

OHIO STATE UNIVERSITY

PO BOX 710811
COLUMBUS,OH43271
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 510,000

TOWN OF HUDSON

911 MUNICIPAL DRIVE
HUDSON,MA17491
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 25,000

TOWN OF WEST STOCKBRIDGE

21 STATE LINE RD
WEST STOCKBRIDGE,MA12660
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 25,000

ROYAL INSTITUTE OF INTERNATIONAL AFFAIRS

10 ST JAMESS SQUARE
ST JAMESS,LONDONSW1Y4LE
UK
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 89,970

KAIST

KAIST 291
DAEHAKRO,DAEJON34141
KS
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 65,500

ERASMUS UNIVERSITEIT ROTTERDAM

BURGEMEESTER OUDLAAN 50
PA ROTTERDAM,ROTTERDAM  
NL
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 153,600

UNIVERSITY OF GLASGOW

UNIVERSITY AVENUE
GLASGOW,GLASGOWG12 8QQ
UK
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 49,500

CENTRAL EUROPEAN UNIVERSITY

1100-WIEN
QUELLENSTRASSE,VIENNA  
AU
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 88,557

MUNICH SECURITY CONFERENCE

KAROLLNEMPLATZ 3
MUNCHEN,MUNCHEN  
GM
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 2,148,504

HERTIE SCHOOL CENTRE FOR INTERNATIONAL SECURITY

FRIEDRICHSTRABE 180
BERLIN,BERLIN  
GM
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 8,486,121

FGV

190 PRAIA DE BOTAFOGO
RIO DE JANEIRO,RIO DE JANEIRO  
BR
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 94,900

CHARLES UNIVERSITYUNIVERZITA KARLOVA

SMETANOVO NABR 6 110 01
PRAGUE,PRAGUE  
EZ
NONE 501 (C) (3) TO ACHIEVE CHARITABLE PURPOSE 39,600
Total .................................right arrow 3a 35,717,405
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 ...........
         
4 Dividends and interest from securities ....     14 3,317,279  
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 13,676,127  
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 16,993,406 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
16,993,406
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
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 (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE STANTON FOUNDATION
 
C/O BAKER TILLY
EIN:
13-3598005
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEE 9,000 2,700   6,300
AUDIT FEE 26,450 2,645   23,805

TY 2023 InvestmentsCorpStockSchedule
Name:
THE STANTON FOUNDATION
 
C/O BAKER TILLY
EIN:
13-3598005
Name of Stock End of Year Book Value End of Year Fair Market Value
469 LINDE PLC SH 86,290 192,623
107 SHERWIN WILLIAMS CO COM 9,641 33,373
573 AMAZON COM INC 35,277 87,062
661 ARAMARK COM 17,228 18,574
131 BURLINGTON STORES INC COM 15,888 25,477
74 CHIPOTLE MEXICAN GRILL INC 33,648 169,235
194 CHURCHILL DOWNS INC COM 22,638 26,176
130 DARDEN RESTURANTS INC 7,605 21,359
265 DOLLAR GEN CORP NEW COM 34,125 36,027
564 HILTON WORLDWIDE HLDGS INC COM 76,850 102,699
140 MARRIOT INTL INC NEW CL A 28,530 31,571
869 NIKE INC CL B 58,354 94,347
61 ROYAL CARIBBEAN GROUP 5,989 7,899
90 TJX COS INC NEW COM 7,446 8,443
248 TRACTOR SUPPLY CO COM 53,580 53,327
430 YUM BRANDS INC 22,967 56,184
404 CHEVRON CORP NEW COM 33,255 60,261
1319 CONOCOPHILLIPS COM 77,848 153,096
60 EOG RES INC COM 2,348 7,257
58 EXXON MOBIL CORP COM 6,776 5,799
777 TC ENERGY CORPORATION REGISTERED SHS 28,613 30,505
354 AON PLC REGISTERED SHS CL A 17,363 103,021
302 CHUBB LTD COM 29,217 68,252
839 CITIZENS FINL GROUP INC COM 23,471 27,804
264 CME GROUP INC 15,134 55,598
310 GALLAGHER ARTHUR J & CO 28,000 69,713
905 JP MORGAN CHASE & CO COM 41,240 153,941
329 KKR & CO INC COM 22,807 27,258
1213 LONDON STK EXCHANGE GROUP ADR 30,162 36,360
1446 MARSH & MCLENNAN COS INC 41,701 273,974
62 MORGAN STANLEY COM NEW 5,972 5,782
453 PNC FINL SVCS GROUP INC COM 54,783 70,147
468 PROGRESSIVE CORP OH COM 57,046 74,543
518 STATE STR CORP 32,695 40,124
1592 WELLS FARGO & CO NEW COM 63,661 78,358
1220 ABOTT LABS COM 88,197 134,285
252 ABBVIE INC COM 35,293 39,052
131 ALNYLAM PHARMACEUTICALS INC COM 22,365 25,075
1026 ASTRAZENCA PLC SPONSORED ADR 28,586 69,101
412 CVS HEALTH CORP COM 29,199 32,532
473 DANAHER CORP 11,436 109,424
520 EDWARDS LIFESCIENCES CORP 29,299 39,650
114 ELEVANCE HEALTH INC COM 27,784 53,758
399 JOHNSON & JOHNSON COM 67,278 62,539
76 KARUNA THERAPEUTICS INC COM 12,261 24,055
165 LILLY ELI & CO 14,231 96,182
1053 NOVO NORDISK A.S. ADR FORMERLY NOVO INDUSTRIES A.S. 38,208 108,933
113 REGENERON PHARMACEUTICALS INC COM 80,138 99,247
324 UNITEDHEALTH GROUP INC 42,382 170,576
120 ZOETIS INC COM 19,871 23,684
1328 AIRBUS GROUP ADR NCE & SPACE CO 21,900 51,221
433 AMETEK INC 38,056 71,397
1583 CARRIER GLOBAL CORP 71,754 90,943
1939 CSX CORP COM 31,603 67,225
27 EQUIFAX INC COM 5,859 6,677
142 FEDEX CORP COM 36,667 35,922
79 HEICO CORP NEW CL A 7,562 11,253
63 HEICO CORP NEW COM 4,420 11,269
553 ITT INC COM 50,250 65,984
106 LINCOLN ELEC HLDGS INC COM 17,689 23,051
83 MOODYS CORP COM 8,626 32,416
110 MSCI INC COM 17,411 62,222
220 NORFOLK SOUTHN CORP COM 14,240 52,004
27 NORTHROP GRUMMAN CORP COM 44,431 96,905
575 RTX CORP COM 38,640 48,381
13 S&P GLOBAL INC COM 4,770 5,727
82 SAIA INC COM 35,344 35,934
87 TRANSDIGM GROUP INC COM 15,805 88,009
113 UNION PAC CORP COM 25,978 27,755
709 UNITED AIRLS HLDGS INC COM 31,172 29,253
1078 WASTE CONNECTIONS INC COM 47,073 160,913
468 ANHEUSER BUSCH INBEV SA NV 25,585 30,242
551 CHURCH & DWIGHT INC COM 49,712 52,103
169 CONSTELLATION BRANDS INC CL A 40,354 40,856
329 GENERAL ELEC CO COM NEW 28,362 41,990
175 HONEYWELL INTIL INC 25,225 36,699
603 KRAFT HEINZ CO COM 20,979 22,299
126 LAUDER ESTEE COS INC CL A 15,767 18,428
386 MOLSON COORS BEVERAGE CO CL B 24,712 23,627
426 MONDELEZ INTL INC CL A 21,784 30,855
244 NESTLE SA SPONSORED ADR REPSTG REG SHS 8,674 28,214
1090 PHILIP MORRIS INTL INC 55,637 102,547
329 VESTIS CORP COM 6,066 6,955
54 ACCENTURE PLC IRELAND SHS CL A 18,019 18,949
49 ADOBE SYS INC 11,821 29,233
1889 ALPHABET INC CAP STK CL C 89,278 266,217
187 ANALOG DEVICES INC COM 31,477 37,131
1421 APPLE INC COM 53,229 273,585
44 APPLIED MATLS INC COM 4,938 7,131
204 ASML HDLG N V N Y REGISTRY SHS NEW 20,823 154,412
203 ATLASSIAN CORP CL A 36,726 48,286
282 BROADCOM INC 13,032 314,783
172 CHARTER COMMUNICATIONS INC NEW CL A 32,456 66,853
1965 COMCAST CORP NEW CL A 16,132 86,165
305 ELECTRONIC ARTS INC 27,201 41,727
504 GODADDY INC CL A 23,475 53,505
289 HENRY JACK & ASSOC INC 9,579 47,225
440 INTEL CORP COM 16,036 22,110
243 KLA CORP 53,999 141,256
66 MASTERCARD INC CL A 24,626 28,150
183 META PLATFORMS INC CL A 55,970 64,775
439 MICRON TECHNOLOGY INC COM 30,028 37,464
1539 MICROSOFT CORP 45,739 578,726
363 SALESFORCE INC COM 76,423 95,520
127 SERVICENOW INC COM 52,801 89,724
377 TAKE-TWO INTERACTIVE SOFTWARE INC CDT-COM 43,865 60,678
863 TRIMBLE INC COM 46,029 45,912
1407 VISA INC COM CL A 23,209 366,312
1256 AES CORP 16,471 24,178
1203 CENTERPOINT ENERGY INC COM 25,907 34,370
135 CMS ENERGY CORP COM 7,449 7,839
780 CONSTELLATION ENERGY CORP COM 39,946 91,174
62 EDISON INTL COM 3,968 4,432
3693 PG&E CORP COM 57,093 66,585
652 SEMPRA ENERGY COM 29,358 48,724
314 SOUTHERN CO COM 21,079 22,018
195 VERALTO CORP COM 2,020 16,041
153 EQUINIX INC COM 66,621 123,225
14 ALBEMARLE CORP COM 2,784 2,023
2937 ASAHI KASEI CORP 19,110 21,648
1011 BARRICK GOLD CORP COM 20,955 18,289
17 GIVAUDAN AG DUEBENDORF 47,693 70,384
658 L'AIR LIQUIDE CO LTD 54,446 127,997
54 L'AIR LIQUIDE CO LTD 8,663 10,504
192 LINDE PLC SH 61,873 78,856
3802 SHIN ETSU CHEMICAL CO 69,266 159,590
288 SIKA AG NAMEN-AKT 66,499 93,673
3331 VALE S A 58,669 52,830
290 ADIDAS AG ORD SHS 51,630 58,987
245 AMAZON COM INC 29,776 37,225
620 ARMSTRONG WORLD INDS INC NEW COM 52,947 60,958
5876 B&M EUROPEAN VALUE RETAIL SA 38,158 41,956
197 CHURCHILL DOWNS INC COM 23,466 26,581
55 COSTCO WHOLESALE CORP 11,560 36,304
301 DOLLAR GEN CORP NEW COM 38,350 40,921
560 GALAXY ENTERTAINMENT GRP 2,948 3,138
33 HERMES INTL S A 16,237 69,937
968 HILTON WORLDWIDE HLDGS INC COM 59,110 176,263
3279 INDUSTRIA DE DISENO TEXTIL INDITES SA 69,477 142,802
127 KERING SA SHS 64,621 55,968
117 LVMH 19,374 94,801
509 NIKE INC 38,982 55,262
953 ORIENTAL LAND CO LTD SHS 31,486 35,500
799 ROYAL CARIBBEAN GROUP 23,009 103,463
167 TRACTOR SUPPLY CO COM 37,915 35,910
499 YUM BRANDS INC COM 24,478 65,199
18751 BP PLC SHS 87,261 111,410
736 CHEVRON CORP NEW COM 46,677 109,782
638 CONOCOPHILLIPS COM 31,463 74,053
3172 TC ENERGY CORPORATION REGISTERED SHS 76,255 65,250
3248 TOTALENERGIES SE SHS 137,744 220,985
16059 AIA GROUP LTD HONG KONG SHS 45,023 139,955
418 AON PLC REGISTERED SHS CL A 20,502 121,646
126 BROOKFIELD ASSET MANAGEMENT LTD CL A LTD VTG SHS 4,034 5,086
114 CHUBB LTD COM 15,577 25,764
360 CME GROUP INC COM 19,542 75,816
2427 DBS GROUP HLDGS LTD DBSH 46,044 61,485
4059 DNB ASA SHS 65,295 86,353
257 GALLAGHER ARTHUR J & CO COM 49,328 57,794
1197 HDFC BK LTD ADR 19,371 80,331
664 HONG KONG EXCHANGES AND CLEARING LTD 30,423 22,790
1038 JP MORGAN CHASE & CO COM 42,039 176,564
1052 LONDON STOCK EXCH GROUP PLC 58,108 124,353
231 LONDON STOCK EXCH GROUP PLC 20,542 27,306
454 MARSH & MCLENNAN COS INC COM 12,216 86,019
30 PARTNERS GROUP HLDG NAMEN AKT 29,947 43,244
139 PNC FINL SVCS GROUP INC COM 16,615 21,524
632 STATE STR CORP COM 31,724 48,955
1154UNICREDIT SPA AZ NOMINATIVA POST RAGGRUPPAMMENTO 17,996 31,310
3460 OVERSEA BANK LTD SHS 78,106 74,641
811 WELLS FARGO & CO NEW COM 34,841 39,917
1148 ABBOTT LABS COM 71,346 126,360
336 ABBVIE INC COM 48,689 52,070
1855 ASTRAZENECA PLC SHS 133,251 250,625
350 BEIGENE LTD SPONSORED ADR 43,110 63,126
2562 BRISTOL MYERS SQUIBB CO COM 174,264 131,456
417 CVS HEALTH CORP COM 29,564 32,926
1262 BAICHI SANKYO CO LTD TOKYO SHS 38,696 34,665
386 DANAHER CORP COM 9,333 89,297
421 EDWARDS LIFESCIENCES CORP COM 38,029 32,101
479 ESSILORLUXOTTICA SA ACT 23,706 96,076
253 GENMAB A/S SHS 35,269 80,805
296 HOYA CORP SHS 32,151 37,009
441 JOHNSON & JOHNSON COM 71,441 69,122
48 LILLY ELI & CO COM 3,636 27,980
13 METTLER-TOLEDO INTL INC COM 15,197 15,768
59 MODERNA INC COM 4,532 5,868
13 MOLINA HEALTHCARE INC COM 3,573 4,697
4123 NOVO NORDISK AS VORMALS NOVO INDUSTRI AS ALMINDELIG 22,851 426,579
811 PFIZER INC COM 40,208 23,349
97 REGENERON PHARMACEUTICALS INC COM 68,634 85,194
295 STRAUMANN HOLDING AG WALDENBURG NAMEN AKT 37,008 47,537
1037 TERUMO CORP SHS 30,210 34,002
329 UNITEDHEALTH GROUP INC COM 46,117 173,209
481 ZOETIS INC COM 82,194 94,935
1353 ABB LTD ZUERICH NAMEN AKT SHS 28,686 59,973
982 AIRBUS SE BEARER SHS 56,910 151,608
690 AMETEK INC NEW COM 53,471 113,774
539 ATS CORPORATION REGISTERED SHS 21,670 23,348
137 AXON ENTERPRISE INC COM 19,102 35,391
529 BAE SYSTEMS PLC SHS 5,567 7,488
211 CANADIAN NATL RY CO COM 22,881 26,508
1243 CARRIER GLOBAL CORP COM 53,469 71,410
2007 CSX CORP COM 32,655 69,583
263 DAIKIN INDS LTD ORD 41,983 42,884
643 DELTA AIR LINES INC DEL COM NEW 25,395 25,868
85 DKSH HOLDING AG ZUERICH NAMEN AKT 6,698 5,899
123 DSV PANALPINA A/S BEARER AND/OR REGISTERED SHS 9,967 21,611
2780 EPIROC AB REGISTERED SHS -A- 53,766 55,791
891 EVERTEC INC COM 37,985 36,478
391 FEDEX CORP COM 100,166 98,911
195 HEICO CORP NEW CL A 17,865 27,776
240 HEICO CORP NEW COM 29,656 42,929
399 INGERSOLL RAND INC COM 27,657 30,859
1000 ITOCHU CORP SHS 37,731 40,911
370 ITT INC COM 33,286 44,148
280 KEYENCE CORPED SHS 10,860 123,390
103 LINCOLN ELEC HLDGS INC COM 17,180 22,398
84 MSCI INC COM 20,967 47,515
188 MTU AERO ENGINES HOLDINGS AG 40,286 40,543
84 NORFOLK SOUTHN CORP COM 19,031 19,856
305 NORTHROP GRUMMAN CORP COM 82,005 142,783
842 RECRUIT HOLDINGS CO LTD 28,461 35,618
977 RELX PLC SHS 36,905 38,728
6020 ROLLS-ROYCE HOLDINGS PLC LONDON SHS 19,293 22,996
677 RTX COR COM 65,837 56,963
522 RYANAIR HLDGS PLC SPONSORED ADR NEW 40,719 69,614
128 S&P GLOBAL INC 48,391 56,387
1583 SAFRAN SA PARIS SHS 98,090 278,804
167 SMC CORP SHS 16,265 89,753
842 TDK CORP SHS 32,886 40,122
635 TFI INTERNATIONAL INC REGISTERED SHS 53,071 86,812
39 TRANSDIGM GROUP INC COM 7,074 39,452
677 UNITED AIRLS HLDGS INC COM 29,726 27,933
256 WASTE CONNECTIONS INC COM 34,101 38,213
1954 ANHEUSER BUSCH INBEV SA NV SHS 81,971 126,082
2115 BRITISH AMERICAN TOBACCO PLC ORD 77,902 61,882
631 CARLSBERGRNATIONAL 52,431 77,937
152 CONSTELLATION BRANDS INC CL A 35,057 36,746
451 GENERAL ELEC CO COM NEW 36,109 57,561
773 GENERAL MILLS INC 48,966 50,353
1567 GROUP DANONE SHS 54,299 101,561
355 HONEYWELL INTL INC COM 54,326 74,447
1402 IMPERIAL BRANDS PLC SHS 60,497 59,909
1798 KEURIG DR PEPPER INC COM 30,890 32,282
302 LOREAL SHS 35,742 150,318
314 MONDELEZ INTL INC CL A 20,671 22,743
1021 NESTLE SA CHAM ET VEVEY SHS COM 32,450 118,310
126 PERNOD RICARD ORD SHS 28,381 22,232
1395 PHILIP MORRIS INTL INC COM 68,446 131,242
1255 RECKITT BENCKISER GROUP PLC SLOUGH SHS 96,779 86,700
300 RECKITT BENCKISER GROUP PLC SLOUGH SHS 22,813 20,725
765 UNI CHARM CORP SHS 28,642 27,666
549 UNILEVER PLC SHS 29,491 26,591
37 ADOBE SYS INC COM 8,927 22,074
764 ALPHABET INC CAP STK CL C 4,868 107,671
192 ALPHABET INC CAP STK CL C 20,314 27,059
1444 ALPHABET INC CL A 9,202 201,712
1533 AMADEUS IT GROUP SA SHS A 92,250 109,855
3672 AMERICA MOVIL SAB DE C V SPONSORED ADR REPSTG SER L SHS 39,351 68,005
324 ANALOG DEVICES INC COM 55,170 64,333
1526 APPLE INC COM 5,189 293,801
349 ASML HOLDING N V SHS 9,833 262,775
351 BROADCOM INC COM 12,329 391,804
184 CAPGEMINI SE SHS 34,275 38,359
110 CHARTER COMMUNICATIONS INC NEW CL A 43,928 42,755
1609 COMCAST CORP NEW CL A 0 70,555
749 DASSAULT SYSTEMES SE ACT 30,940 36,594
318 ELECTRONIC ARTS INC COM 28,360 43,506
421 FIDELITY NATL INFORMATION SVCS INC COM 62,445 25,289
583 FUJITSU LTD ORD SHS 100,916 87,989
1084 GODADDY INC CL A 49,063 115,077
1549 HAMAMATSU PHOTONICS KK SHS 27,028 63,734
136 HENRY JACK & ASSOC INC COM 4,474 22,224
675 INTEL CORP COM 22,833 33,919
178 KLA CORP COM 25,992 103,471
22378 KONINKLIJKE KPN NV 59,901 77,066
9 LAM RESH CORP COM 4,186 7,049
356 MASTERCARD INC CL A 114,268 151,838
73 MERCADOLIBRE INC COM 79,357 114,722
78 META PLATFORMS INC CL A 9,720 27,609
1070 MICROSOFT CORP COM 31,800 402,363
60 NETFLIX INC 29,745 29,213
108 NICE SYSTEMS LTD SPONS ADR 23,406 21,547
5844 NOKIA OYJ SHS 33,657 19,700
1259 NOMURA RESEARCH INSTITUTE LTD YOKOHAMA 30,635 36,627
29002 NTT NIPPON TELEGRAPH & TELEPHON CORP SHS 33,863 35,449
431 OBIC CO LTD TOKYO SHS 57,770 74,282
84 SALESFORCE INC COM 17,623 22,104
1268 SAP AG SYSTEME ANWENDUNGEN PRODUKTE IN DER 109,972 195,343
86 31,149 60,758
377 SHOPIFY INC CL A 12,576 29,368
2295 SINGAPORE TELECOMMUNICATIONS LTD SHS BOARD LOT 1000 4,344 4,298
1049 STMICROELECTRONICS NV SHS 41,532 52,381
1028 TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR 21,316 106,912
381 TAKE-TWO INTERACTIVE SOFTWARE INC CDT-COM 37,895 61,322
84 TENCENT HLDGS LTD SHS PAR HKD 3,619 3,158
158 TEXAS INSTRUMENTS 29,215 26,933
793 TRIMBLE INC COM 33,941 42,188
449 VISA INC COM CL A 7,271 116,897
203 WOLFSPEED INC 17,887 8,833
956 WORLD LINE ORD SHARE EUR 44,142 16,546
2034 AES CORP COM 21,280 39,155
2006 CENTERPOINT ENERGY INC COM 58,662 57,311
542 CMS ENERGY CORP COM 29,581 31,474
520 EDISON INTL COM 34,237 37,175
8698 ENGIE ACT COM 128,710 152,923
2149 NATIONAL GRID PLC REGISTERED SHS 26,460 28,980
671 SEMPRA ENERGY COM 30,201 50,144
237 VERALTO CORP COM 9,900 19,496
55 EQUINIX INC COM 24,365 44,296
5647 LINK REAL ESTATE INVESTMENT TRUST UNITS 40,164 31,712

TY 2023 InvestmentsGovtObligationsSch
Name:
THE STANTON FOUNDATION
 
C/O BAKER TILLY
EIN:
13-3598005
US Government Securities - End of Year Book Value:

63,615,160
US Government Securities - End of Year Fair Market Value:

63,682,078
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 LegalFeesSchedule
Name:
THE STANTON FOUNDATION
 
C/O BAKER TILLY
EIN:
13-3598005
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEE 154,459 0   154,459


TY 2023 OtherAssetsSchedule
Name:
THE STANTON FOUNDATION
 
C/O BAKER TILLY
EIN:
13-3598005
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
EMPLOYEE LOAN RECEIVABLE 31,383 11,576 11,576
SECURITY DEPOSIT 21,667 21,667 21,667


TY 2023 OtherExpensesSchedule
Name:
THE STANTON FOUNDATION
 
C/O BAKER TILLY
EIN:
13-3598005
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STORAGE 2,365 0   2,365
DUES & SUBSCRIPTIONS 18,273 0   18,273
MEALS 9,277 0   9,277
INSURANCE 12,783 0   12,783
SEMINAR EXPENSE 63,903 0   63,903
CONFERENCE, TRAVEL AND PROGRAM FEE 85,505 0   85,505
PRIZE EXPENSE 1,000 0   1,000
UTILITIES 16,745 0   16,745
OFFICE EXPENSE 223,193 0   223,193
INVESTMENT ADVISORY FEE 481,406 481,406   0
PROFESSIONAL DEVELOPMENT 15,717 0   15,717
MARKETING AND ADVERTISING 3,675 0   3,675


TY 2023 OtherProfessionalFeesSchedule
Name:
THE STANTON FOUNDATION
 
C/O BAKER TILLY
EIN:
13-3598005
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING FEE 287,004 0   287,004
OTHER PROFESSIONAL FEE 6,500 0   6,500


TY 2023 TaxesSchedule
Name:
THE STANTON FOUNDATION
 
C/O BAKER TILLY
EIN:
13-3598005
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAXES 195,500 0   0
FOREIGN TAX 36,253 36,253   0
STATE FILING FEES 2,500 0   2,500
PAYROLL TAX 39,241 0   39,241