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
GEORGE G & DORIS B DANIELS WILDLIFE TRUS
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1532 AFT
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PENNINGTON, NJ08534
A Employer identification number

27-4671977
B Telephone number (see instructions)

(888) 866-3275
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$892,207J 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... 16,430 16,350  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 11,453
b Gross sales price for all assets on line 6a 126,681
7 Capital gain net income (from Part IV, line 2)... 11,453
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,611    
12 Total. Add lines 1 through 11........ 29,494 27,803  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 8,297     8,297
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,250 0 0 1,250
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
11,072 6,643   4,429
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
326 326   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
35     35
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 20,980 6,969 0 14,011
25 Contributions, gifts, grants paid....... 55,000 55,000
26 Total expenses and disbursements. Add lines 24 and 25 75,980 6,969 0 69,011
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -46,486
b Net investment income (if negative, enter -0-) 20,834
c Adjusted net income (if negative, enter -0-)... 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.............      
2 Savings and temporary cash investments......... 5,444 2,560 2,560
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
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 arrow0      
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).......      
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).......... 887,201 Click to see attachment
List of Attached Documents:
// Content
844,004 		889,647
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 892,645 846,564 892,207
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
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........ 892,645 846,564
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 892,645 846,564
30 Total liabilities and net assets/fund balances (see instructions). 892,645 846,564
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
892,645
2
Enter amount from Part I, line 27a .....................
2
-46,486
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
405
4
Add lines 1, 2, and 3 ..........................
4
846,564
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
846,564
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 77.607 BLACKROCK TOTAL RETURN FUND   2017-07-17 2023-02-06
b 9.504 BLACKROCK TOTAL RETURN FUND   2017-07-17 2023-02-13
c 105.333 BLACKROCK TOTAL RETURN FUND   2017-07-17 2023-03-23
d 69.296 DOUBLELINE TOTAL RETURN BOND FUND   2022-05-05 2023-02-06
e 30.986 DOUBLELINE TOTAL RETURN BOND FUND   2022-05-05 2023-02-13
147.857 DOUBLELINE TOTAL RETURN BOND FUND   2022-05-05 2023-03-23
11.988 FIDELITY ADV II GRWTH OPP INSTL 688   2021-07-21 2023-03-23
92.8842 OAKMARK INTERNATIONAL FUND   2017-07-17 2023-01-27
35.9624 OAKMARK INTERNATIONAL FUND   2017-12-15 2023-01-27
37.7154 OAKMARK INTERNATIONAL FUND   2018-07-12 2023-01-27
110.537 OAKMARK INTERNATIONAL FUND   2018-07-12 2023-02-06
60.738 OAKMARK INTERNATIONAL FUND   2018-07-12 2023-03-23
11.113 INTERNATIONAL GROWTH AND INCOME FUND   2022-07-01 2023-02-13
23.244 INTERNATIONAL GROWTH AND INCOME FUND   2022-07-01 2023-03-23
31.983 WCM FOCUSED EMERGING   2021-10-27 2023-02-06
57.678 WCM FOCUSED EMERGING   2021-10-27 2023-03-23
18. ISHARES MSCI EAFE ETF   2017-07-27 2023-01-27
9. ISHARES MSCI EAFE ETF   2017-07-27 2023-02-06
4. ISHARES MSCI EAFE ETF   2017-07-27 2023-02-13
7. ISHARES MSCI EAFE ETF   2017-07-27 2023-03-23
8.049 JOHCM INTERNATIONAL   2021-07-21 2023-02-13
36.778 JOHCM INTERNATIONAL   2021-07-21 2023-03-23
3.055 JANUS HENDERSON ENTERPRISE FUND   2017-07-17 2023-01-27
15.171 JANUS HENDERSON ENTERPRISE FUND   2017-07-17 2023-02-06
1.294 JANUS HENDERSON ENTERPRISE FUND   2017-07-17 2023-02-13
5.917 JANUS HENDERSON ENTERPRISE FUND   2017-07-17 2023-03-23
4.055 CLEARBRIDGE LARGE CAP GROWTH FUND   2017-07-17 2023-02-13
8.707 CLEARBRIDGE LARGE CAP GROWTH FUND   2017-07-17 2023-03-23
1. CLEARBRIDGE LARGE CAP GROWTH FUND   2018-07-12 2023-03-23
30.791 CLEARBRIDGE LARGE CAP GROWTH FUND   2018-07-12 2023-03-23
.008 LORD ABBETT SHORT   2022-06-30 2023-01-27
3.144 LORD ABBETT SHORT   2022-05-31 2023-01-27
.008 LORD ABBETT SHORT   2022-07-29 2023-01-27
.01 LORD ABBETT SHORT   2022-08-31 2023-01-27
.01 LORD ABBETT SHORT   2022-09-30 2023-01-27
.01 LORD ABBETT SHORT   2022-10-31 2023-01-27
.01 LORD ABBETT SHORT   2022-11-30 2023-01-27
.01 LORD ABBETT SHORT   2022-12-30 2023-01-27
.01 LORD ABBETT SHORT   2023-01-31 2023-02-06
.003 LORD ABBETT TOTAL RETURN   2022-06-30 2023-01-27
.004 LORD ABBETT TOTAL RETURN   2022-07-29 2023-01-27
.004 LORD ABBETT TOTAL RETURN   2022-08-31 2023-01-27
.005 LORD ABBETT TOTAL RETURN   2022-09-30 2023-01-27
.005 LORD ABBETT TOTAL RETURN   2022-10-31 2023-01-27
.005 LORD ABBETT TOTAL RETURN   2022-11-30 2023-01-27
.005 LORD ABBETT TOTAL RETURN   2022-12-30 2023-01-27
1.233 LORD ABBETT TOTAL RETURN   2022-05-31 2023-01-27
.004 LORD ABBETT TOTAL RETURN   2023-01-31 2023-02-06
22.41 MFS VALUE FUND   2011-11-09 2023-01-27
17.352 MFS VALUE FUND   2011-11-09 2023-02-06
29.525 MFS VALUE FUND   2012-11-05 2023-02-06
28. MFS VALUE FUND   2012-02-06 2023-02-06
1. MFS VALUE FUND   2012-02-06 2023-02-06
18.475 MFS VALUE FUND   2012-11-05 2023-02-13
.628 MFS VALUE FUND   2014-10-10 2023-02-13
.372 MFS VALUE FUND   2014-10-10 2023-03-23
53.945 MFS VALUE FUND   2014-10-10 2023-03-23
18.533 NUVEEN SANTA BARBARA   2018-05-25 2023-02-06
15.692 NUVEEN SANTA BARBARA   2018-05-25 2023-02-13
25.793 NUVEEN SANTA BARBARA   2018-05-25 2023-03-23
101.249 PIMCO INVESTMENT GRADE CREDIT BOND FUND   2020-08-18 2023-02-06
2.248 PIMCO INVESTMENT GRADE CREDIT BOND FUND   2020-08-18 2023-02-13
89.9 PIMCO INVESTMENT GRADE CREDIT BOND FUND   2020-08-18 2023-03-23
21.844 PUTNAM EQUITY INCOME FUND   2021-10-14 2023-01-27
130.277 PUTNAM EQUITY INCOME FUND   2021-10-14 2023-02-06
46.885 PUTNAM EQUITY INCOME FUND   2021-10-14 2023-02-13
80.543 PUTNAM EQUITY INCOME FUND   2021-10-14 2023-03-23
17.544 PUTNAM SHORT DURATION INCOME FUND   2019-06-06 2023-01-27
165.626 PUTNAM SHORT DURATION INCOME FUND   2019-06-06 2023-02-06
60.37 PUTNAM SHORT DURATION INCOME FUND   2019-06-06 2023-02-13
84.685 PUTNAM SHORT DURATION INCOME FUND   2020-03-03 2023-03-23
20.495 PUTNAM SHORT DURATION INCOME FUND   2019-06-06 2023-03-23
33. ENERGY SELECT SECTOR SPDR FUND   2022-05-05 2023-01-27
10. ENERGY SELECT SECTOR SPDR FUND   2022-05-05 2023-02-13
5. ENERGY SELECT SECTOR SPDR FUND   2022-05-05 2023-03-23
30. ENERGY SELECT SECTOR SPDR FUND   2022-05-05 2023-05-09
41.78 TOUCHSTONE MID CAP FUND   2017-07-17 2023-02-06
17.502 TOUCHSTONE MID CAP FUND   2017-07-17 2023-03-23
181.046 VAN ECK EMERGING MARKETS FUND   2020-01-09 2023-01-27
25.318 VAN ECK EMERGING MARKETS FUND   2020-01-09 2023-02-06
59.931 VAN ECK EMERGING MARKETS FUND   2020-01-09 2023-03-23
21.61 VAN ECK EMERGING MARKETS FUND   2023-02-13 2023-10-18
120.498 VAN ECK EMERGING MARKETS FUND   2022-05-05 2023-10-18
225.985 VAN ECK EMERGING MARKETS FUND   2021-07-21 2023-10-18
901.118 VAN ECK EMERGING MARKETS FUND   2021-01-07 2023-10-18
74.054 VAN ECK EMERGING MARKETS FUND   2020-03-23 2023-10-18
443.1 VAN ECK EMERGING MARKETS FUND   2020-01-09 2023-10-18
90.223 VAN ECK EMERGING MARKETS FUND   2022-12-21 2023-10-18
12. VANGUARD SHORT-TERM CORPORATE BOND ETF   2022-05-05 2023-02-06
5. VANGUARD SHORT-TERM CORPORATE BOND ETF   2022-05-05 2023-02-13
10. VANGUARD SHORT-TERM CORPORATE BOND ETF   2022-05-05 2023-03-23
84. VANGUARD SHORT-TERM CORPORATE BOND ETF   2022-05-05 2023-10-04
1. VANGUARD GROWTH ETF   2019-06-06 2023-02-06
2. VANGUARD GROWTH ETF   2019-06-06 2023-02-13
6. VANGUARD GROWTH ETF   2019-06-06 2023-03-23
10. VANGUARD VALUE ETF   2019-06-06 2023-01-27
23. VANGUARD VALUE ETF   2019-06-06 2023-02-06
11. VANGUARD VALUE ETF   2019-06-06 2023-02-13
17. VANGUARD VALUE ETF   2019-06-06 2023-03-23
CAPITAL GAIN DIVIDENDS P    
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(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 788   912 -124
b 96   112 -16
c 1,073   1,238 -165
d 624   656 -32
e 278   293 -15
1,341   1,399 -58
1,305   2,101 -796
2,436   2,548 -112
943   1,014 -71
989   1,007 -18
2,891   2,951 -60
1,532   1,621 -89
383   349 34
777   730 47
440   660 -220
753   1,190 -437
1,287   1,200 87
638   600 38
284   267 17
489   467 22
174   251 -77
771   1,148 -377
401   338 63
2,040   1,676 364
175   143 32
739   654 85
214   172 42
454   370 84
52   44 8
1,607   1,550 57
       
12   12  
       
       
       
       
       
       
       
       
       
       
       
       
       
       
11   12 -1
       
1,095   495 600
847   383 464
1,442   751 691
1,368   671 697
49   23 26
907   470 437
31   16 15
17   10 7
2,429   1,788 641
942   763 179
808   646 162
1,255   1,062 193
905   1,130 -225
20   25 -5
798   1,003 -205
641   698 -57
3,844   4,162 -318
1,402   1,498 -96
2,204   2,573 -369
176   176  
1,663   1,666 -3
606   607 -1
848   853 -5
205   206 -1
3,041   2,655 386
896   805 91
397   402 -5
2,407   2,414 -7
1,919   1,228 691
735   514 221
2,531   3,358 -827
339   470 -131
746   1,112 -366
269   287 -18
1,498   1,542 -44
2,809   4,863 -2,054
11,201   19,464 -8,263
920   913 7
5,508   8,220 -2,712
1,121   1,116 5
912   920 -8
379   383 -4
762   767 -5
6,271   6,442 -171
242   156 86
480   312 168
1,459   937 522
1,437   1,080 357
3,302   2,484 818
1,586   1,188 398
2,275   1,836 439
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
      20,740
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       -124
b       -16
c       -165
d       -32
e       -15
      -58
      -796
      -112
      -71
      -18
      -60
      -89
      34
      47
      -220
      -437
      87
      38
      17
      22
      -77
      -377
      63
      364
      32
      85
      42
      84
      8
      57
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
      -1
       
      600
      464
      691
      697
      26
      437
      15
      7
      641
      179
      162
      193
      -225
      -5
      -205
      -57
      -318
      -96
      -369
       
      -3
      -1
      -5
      -1
      386
      91
      -5
      -7
      691
      221
      -827
      -131
      -366
      -18
      -44
      -2,054
      -8,263
      7
      -2,712
      5
      -8
      -4
      -5
      -171
      86
      168
      522
      357
      818
      398
      439
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 11,453
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) 1 290
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........................... 3 290
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- ..... 5 290
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 276
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 276
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 14
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
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 arrowMA
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 arrowBANK OF AMERICA NA Telephone no.right arrow (888) 866-3275

Located atright arrowPO BOX 1532 AFTPENNINGTONNJ ZIP+4right arrow08534
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)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 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
ALLAN R KEITH TRUSTEE
2 		8,297    
PO BOX 247
CHILMARK,MA02535
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (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
NONE
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 arrow  
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
828,600
b
Average of monthly cash balances.......................
1b
3,321
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
831,921
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
831,921
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
12,479
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
819,442
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
40,972
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
40,972
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
290
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
290
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
40,682
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
40,682
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
40,682
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
69,011
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
69,011
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 40,682
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...... 25,207
b From 2019...... 21,367
c From 2020...... 17,113
d From 2021...... 22,562
e From 2022...... 35,520
f Total of lines 3a through e ........ 121,769
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 69,011
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..... 40,682
e Remaining amount distributed out of corpus 28,329
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 5 150,098
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) ... 		25,207
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		124,891
10 Analysis of line 9:
a Excess from 2019.... 21,367
b Excess from 2020.... 17,113
c Excess from 2021.... 22,562
d Excess from 2022.... 35,520
e Excess from 2023.... 28,329
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

THE TRUSTEES OF RESERVATIONS

200 HIGH STREET
BOSTON,MA02110 		N/A PC UNRESTRICTED GENERAL 15,000

VINEYARD CONSERVATION SOCIETY
MARY P WAKEMAN CENTER
PO BOX 2189
VINEYARD HAVEN,MA02568 		N/A PC UNRESTRICTED GENERAL 15,000

SHERIFF'S MEADOW FOUNDATION

PO BOX 1088
VINEYARD HAVEN,MA025680902 		N/A PC UNRESTRICTED GENERAL 10,000

BIODIVERSITYWORKS INC

PO BOX 557
EDGARTOWN,MA02539 		N/A PC UNRESTRICTED GENERAL 15,000
Total .................................right arrow 3a 55,000
bApproved for future payment
Total ................................. right arrow 3b  
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 16,430  
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 11,453  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 1,611  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   29,494  
13Total. Add line 12, columns (b), (d), and (e)..................
13
29,494
(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:
GEORGE G & DORIS B DANIELS WILDLIFE TRUS
EIN:
27-4671977
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE 1,250     1,250

TY 2023 InvestmentsOtherSchedule2
Name:
GEORGE G & DORIS B DANIELS WILDLIFE TRUS
EIN:
27-4671977
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
09252M883 BLACKROCK TOTAL RETU AT COST 40,442 34,154
74441R508 PRUDENTIAL SHORT TER      
92913L684 VOYA INTERMEDIATE BO      
543916464 LORD ABBETT SHORT DU      
52469H784 CLEARBRIDGE LARGE CA AT COST 94,057 99,396
245914817 DELAWARE EMERGING MA      
89155H793 TOUCHSTONE MID CAP F AT COST 23,853 28,835
464287465 ISHARES MSCI EAFE ET AT COST 15,793 18,187
723695409 PIONEER FUNDAMENTAL      
461418162 AAM/BAHL & GAYNOR IN      
47103C795 JANUS HENDERSON ENTE AT COST 29,337 26,369
24610C857 DELAWARE VALUE FUND      
552983694 MFS VALUE FUND AT COST 73,506 87,942
543916399 LORD ABBETT TOTAL RE      
67065W639 NUVEEN SANTA BARBARA AT COST 36,368 46,407
670725712 NUVEEN INTERNATIONAL      
92204A702 VANGUARD INFORMATION      
465899854 IVY EMERGING MARKETS      
413838731 OAKMARK INTERNATIONA      
922908736 VANGUARD GROWTH ETF AT COST 31,745 53,820
74676P698 PUTNAM SHORT DURATIO AT COST 34,631 34,707
922908744 VANGUARD VALUE ETF AT COST 55,861 79,288
921075370 VAN ECK EMERGING MAR      
72201M685 PIMCO INVESTMENT GRA AT COST 31,829 26,067
46653M849 JOHCM INTERNATIONAL AT COST 36,086 27,356
46141P834 WCM FOCUSED EMERGING AT COST 37,262 24,318
746745405 PUTNAM EQUITY INCOME AT COST 96,507 95,148
413838723 OAKMARK INTERNATIONA AT COST 41,132 52,254
315807883 FIDELITY ADV II GRWT AT COST 64,476 53,696
54400U106 LORD ABBETT TOTAL RE      
543916688 LORD ABBETT SHORT      
92206C409 VANGUARD SHORT-TERM AT COST 19,402 19,589
81369Y506 ENERGY SELECT SECTOR AT COST 13,083 13,608
45956T501 INTERNATIONAL GROWTH AT COST 23,449 26,107
258620103 DOUBLELINE TOTAL RET AT COST 45,185 42,399

TY 2023 OtherExpensesSchedule
Name:
GEORGE G & DORIS B DANIELS WILDLIFE TRUS
EIN:
27-4671977
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING FEE 35 0   35


TY 2023 OtherIncomeSchedule2
Name:
GEORGE G & DORIS B DANIELS WILDLIFE TRUS
EIN:
27-4671977
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 1,611 0  


TY 2023 OtherIncreasesSchedule
Name:
GEORGE G & DORIS B DANIELS WILDLIFE TRUS
EIN:
27-4671977
Description Amount
TYE INC ADJ 405


TY 2023 OtherProfessionalFeesSchedule
Name:
GEORGE G & DORIS B DANIELS WILDLIFE TRUS
EIN:
27-4671977
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 11,072 6,643   4,429


TY 2023 TaxesSchedule
Name:
GEORGE G & DORIS B DANIELS WILDLIFE TRUS
EIN:
27-4671977
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 324 324   0
FOREIGN TAXES ON NONQUALIFIED 2 2   0