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 07-01-2023 , and ending 06-30-2024
Name of foundation
EDWARD S & WINIFRED G MOSELEY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PRIO WEALTH 265 FRANKLIN ST 20FL
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA021103199
A Employer identification number

74-3201002
B Telephone number (see instructions)

(617) 224-1900
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$31,981,817J 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... 481,858 481,858  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,514,363
b Gross sales price for all assets on line 6a 4,499,420
7 Capital gain net income (from Part IV, line 2)... 1,514,363
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........ 1,996,221 1,996,221  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 90,000 30,000   60,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
2,000 1,340   660
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,000 4,690   2,310
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
155,323 83,859   71,464
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
80,367 9,364   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,412 946   466
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
647 522   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 336,749 130,721   134,900
25 Contributions, gifts, grants paid....... 1,282,000 1,282,000
26 Total expenses and disbursements. Add lines 24 and 25 1,618,749 130,721   1,416,900
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 377,472
b Net investment income (if negative, enter -0-) 1,865,500
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.............   77,638 77,638
2 Savings and temporary cash investments......... 952,512 1,711,586 1,711,586
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) 783,969 Click to see attachment
List of Attached Documents:
// Content
775,243 		729,894
b Investments—corporate stock (attach schedule)....... 13,787,084 Click to see attachment
List of Attached Documents:
// Content
12,632,423 		25,481,865
c Investments—corporate bonds (attach schedule)....... 3,386,125 Click to see attachment
List of Attached Documents:
// Content
4,090,272 		3,980,834
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 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) 18,909,690 19,287,162 31,981,817
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........ 17,302,381 17,302,381
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,607,309 1,984,781
29 Total net assets or fund balances (see instructions)..... 18,909,690 19,287,162
30 Total liabilities and net assets/fund balances (see instructions). 18,909,690 19,287,162
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
18,909,690
2
Enter amount from Part I, line 27a .....................
2
377,472
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
19,287,162
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
19,287,162
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 CHUBB LTD P 2016-01-15 2023-07-21
b APPLE INC P 2010-09-09 2023-07-21
c INTUIT COM P 2021-03-10 2023-07-21
d GOLDMAN SACHS GROUP INC P 2014-03-26 2023-07-21
e VISA INC P 2020-10-16 2023-07-21
UNION PACIFIC CORP P 2006-07-12 2023-07-21
EXXON MOBIL CORP P 2006-07-12 2023-07-21
PFIZER INC P 2016-03-04 2023-07-21
DOLLAR GENERAL CORP P 2021-09-08 2023-09-29
SMITH & NEPHEW PLC P 2019-04-15 2023-09-29
SPLUNK INC P 2020-05-29 2023-12-18
APPLE INC P 2010-09-09 2023-12-18
ADVANCED MICRO DEVICES INC P 2020-10-16 2024-01-19
3M CO P 2006-07-12 2024-01-19
EBAY INC P 2019-03-21 2024-01-19
META PLATFORMS INC P 2016-01-14 2024-01-19
US TREASURY BILL P 2023-07-26 2024-01-25
NVIDIA CORP P 2021-02-05 2024-02-20
WALT DISNEY CO P 2017-02-02 2024-06-17
(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 330,545   184,060 146,485
b 153,654   7,570 146,084
c 99,106   76,736 22,370
d 176,635   81,874 94,761
e 167,768   140,465 27,303
161,770   16,746 145,024
341,413   210,573 130,840
185,695   141,372 44,323
127,559   268,274 -140,715
218,002   345,968 -127,966
114,160   137,239 -23,079
428,677   20,817 407,860
103,259   50,150 53,109
108,229   73,030 35,199
349,152   363,758 -14,606
522,155   168,863 353,292
250,000   250,000 0
306,661   58,633 248,028
354,980   388,929 -33,949
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       146,485
b       146,084
c       22,370
d       94,761
e       27,303
      145,024
      130,840
      44,323
      -140,715
      -127,966
      -23,079
      407,860
      53,109
      35,199
      -14,606
      353,292
      0
      248,028
      -33,949
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 1,514,363
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 25,930
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 25,930
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 25,930
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 40,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 40,000
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 14,070
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow14,070 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 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 arrowC T BARROW PRIO WEALTH Telephone no.right arrow (617) 224-1900

Located atright arrow265 FRANKLIN ST 20FLBOSTONMA ZIP+4right arrow02110
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
CHRISTOPHER T BARROW TRUSTEE
4.00 		15,000 0 0
1855 BAY ROAD 202D
VERO BEACH,FL329634312
ROBERT G HOWE TRUSTEE
7.50 		15,000 0 0
2789 LAKE BALDWIN LANE APT D404
ORLANDO,FL32814
KAY HOWE TRUSTEE
7.50 		15,000 0 0
2789 LAKE BALDWIN LANE APT D404
ORLANDO,FL32814
CAMERON BARROW TRUSTEE
5.00 		15,000 0 0
32 HELENS WAY
BRUNSWICK,ME04011
NORMAN WILKS TRUSTEE
5.00 		15,000 0 0
40 CHERRY HILL ST
WEST NEWBURY,MA01985
HANNAH BESANCENEY TRUSTEE
5.00 		15,000 0 0
4500 NEW BROAD ST
ORLANDO,FL32815
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 THE EDWARD S & WINIFRED G MOSELEY FOUNDATION WAS CREATED TO PROVIDE FINANCIAL SUPPORT TO CHARITABLE ORGANIZATIONS WHICH ARE ENTITLED TO EXEMPTION UNDER SECTION 501(C)(3) OF THE IRS CODE OF 1986. THE FOUNDATION FURTHER LIMITS ITS SUPPORT TO ORGANIZATIONS WHICH FOSTER THE HEALTH, EDUCATION, SAFETY OR WELFARE OF CHILDREN, WITH PARTICULAR ATTENTION TO (BUT NOT LIMITED TO) ORGANIZATIONS, ORGANIZED AND OPERATING WITHIN THE GREATER BOSTON AREA. THE TRUSTEES FOCUS ON ORGANIZATIONS THAT SUPPORT FAMILIES AS WELL AS CHILDREN. 0
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
27,795,776
b
Average of monthly cash balances.......................
1b
1,470,377
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
29,266,153
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
29,266,153
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
438,992
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
28,827,161
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,441,358
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
1,441,358
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
25,930
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
25,930
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,415,428
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,415,428
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
1,415,428
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
1,416,900
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
1,416,900
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 1,415,428
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...... 17,622
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 17,622
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,416,900
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..... 1,415,428
e Remaining amount distributed out of corpus 1,472
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 19,094
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) ... 		17,622
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		1,472
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 1,472
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

AARONS PRESENTS INC

180 MAIN ST
ANDOVER,MA018104166 		NONE 501(C)(3) GENERAL OPERATING FUNDING 10,000

ACTION INC

180 MAIN STREET
GLOUCESTER,MA01930 		NONE 501(C)(3) COMPASS YOUTH PROGRAM 15,000

ANNA JACQUES HOSPITAL

25 HIGHLAND AVENUE
NEWBURYPORT,MA01950 		NONE 501(C)(3) AJH CHILD & ADOLESCENT PSYCHIATRIC UNIT 35,000

AMIRAH

100 CUMMINGS CTR SUITE 204
BEVERLY,MA01915 		NONE 501(C)(3) GENERAL OPERATING FUNDING 15,000

BEVERLY CHILDREN'S LEARNING CENTER

55O CABOT ST
BEVERLY,MA01915 		NONE 501(C)(3) PLAYGROUND RENOVATION 20,000

APPALACHIAN MOUNTAIN CLUB

10 CITY SQUARE
BOSTON,MA02129 		NONE 501(C)(3) EDUCATORS OUTDOORS AND DRAGONFLY MERCURY PROJECTS 5,000

BOYS AND GIRLS CLUB OF HAVERHILL

55 EMERSON STREET
HAVERHILL,MA01830 		NONE 501(C)(3) CAMP TASKER 20,000

BEYOND SOCCER

280 MERRIMACK STREET SUITE 311
LAWRENCE,MA01843 		NONE 501(C)(3) "BEYOND" SUMMERTIME SPORT, HEALTH AND LEADERSHIP PROGRAMMING 15,000

CHALLENGE UNLIMITED IRONSTONE FARM

450 LOWELL STREET
ANDOVER,MA01810 		NONE 501(C)(3) GENERAL OPERATING FUNDING 10,000

BISHOP FENWICK

99 MARGIN ST
PEABODY,MA01960 		NONE 501(C)(3) SECURITY SYSTEM UPGRADE 5,000

COMMUNITY GIVING TREE

572B MAIN ST
BOXFORD,MA01921 		NONE 501(C)(3) GENERAL OPERATING FUNDING 10,000

COR UNUM MEAL CENTER

118 SOUTH BROADWAY
LAWRENCE,MA01843 		NONE 501(C)(3) COR UNUM MEAL CENTER IMPROVEMENTS 75,000

ESPERANZA ACADEMY

198 GARDEN STREET
LAWRENCE,MA01840 		NONE 501(C)(3) GRADUATE SUPPORT PROGRAM 25,000

ESSEX ART CENTER

56 ISLAND ST
LAWRENCE,MA018401889 		NONE 501(C)(3) BUILDING CREATIVELY 22,000

FIREHOUSE CENTER FOR THE ARTS

1 MARKET SQUARE
NEWBURYPORT,MA01950 		NONE 501(C)(3) YOUTH EDUCATION PROGRAMMING 25,000

FIRST PARISH NEWBURY FOOD PANTRY

20 HIGH RD
NEWBURY,MA01951 		NONE 501(C)(3) SCHOOL FOOD PANTRIES 25,000

BOYS AND GIRLS CLUB OF LYNN

25 NORTH COMMON STREET
LYNN,MA01902 		NONE 501(C)(3) "PROJECT LEARN" PROGRAM 30,000

GOVERNOR'S ACADEMY

1 ELM STREET
BYFIELD,MA01922 		NONE 501(C)(3) GOVS PLUS PROGRAM 25,000

GREATER LAWRENCE COMMUNITY BOATING PROGRAM

1 EATON ST
LAWRENCE,MA01843 		NONE 501(C)(3) SCIENCE ON THE RIVER PROGRAM EXPANSION 10,000

HAWC - HEALING ABUSE WORKING FOR CHANGE INC

27 CONGRESS STREET SUITE 201
SALEM,MA01970 		NONE 501(C)(3) PARENT CHILD TRAUMA RECOVERY PROGRAM 40,000

FAMILY SERVICES OF THE MERRIMACK VALLEY

430 NORTH CANAL STREET
LAWRENCE,MA01840 		NONE 501(C)(3) YOUTH DEVELOPMENT PROGRAM 10,000

JEANNE GEIGER CRISIS CENTER

TWO HARRIS STREET
NEWBURYPORT,MA01950 		NONE 501(C)(3) COMMUNITY BASED SERVICES 60,000

GROUNDWORK LAWRENCE

50 ISLAND ST 101
LAWRENCE,MA01840 		NONE 501(C)(3) YOUTH EDUCATION AND JOB SKILLS PROGRAM 20,000

KIPP ACADEMY

90 HIGH ROCK STREET
LYNN,MA01902 		NONE 501(C)(3) ABOVE AND BEYOND: MORE TIME PROGRAM 40,000

LA VIDA INC

120 MUNROE STREET
LYNN,MA01901 		NONE 501(C)(3) LA VIDA SCHOLARS 30,000

LAWRENCE FAMILY DEVELOPMENT INC

34 WEST ST
LAWRENCE,MA018413426 		NONE 501(C)(3) SISU YOUTH DEVELOPMENT PROGRAM 30,000

LEAP FOR EDUCATION

35 CONGRESS ST 102
SALEM,MA01970 		NONE 501(C)(3) POST-SECONDARY AND CAREER SUCCESS 15,000

LOWELL'S MARITIME FOUNDATION (LOWELL'S BOAT SHOP)

459 MAIN ST
AMESBURY,MA01913 		NONE 501(C)(3) LOWELL'S BOAT SHOP EDUCATIONAL OUTREACH: INNOVATIVE LEARNING ON THE RIVER 15,000

LAZARUS HOUSE

412 HAMPSHIRE ST
LAWRENCE,MA01841 		NONE 501(C)(3) GENERAL OPERATING FUNDINGGENERAL OPERATING FUNDING 20,000

MA COALITION FOR THE HOMELESS

73 BUFFUM ST
LYNN,MA01902 		NONE 501(C)(3) BIRTH TO BIG KID INITIATIVE 10,000

NORTH SHORE COMMUNITY MEDIATION INC

100 CUMMINGS CENTER SUITE 307J
BEVERLY,MA019156107 		NONE 501(C)(3) POSITIVE YOUTH DEVELOPMENT AND PEER MEDIATION PROGRAMMING 30,000

NORTHERN ESSEX COMMUNITY COLLEGE FOUNDATION INC

100 ELLIOTT STREET
HAVERHILL,MA01830 		NONE 501(C)(3) NECC PROMISE PROGRAM 8,000

NOTRE DAME CRISTO REY HIGH SCHOOL

203 LAWRENCE STREET
METHUEN,MA01844 		NONE 501(C)(3) COLLEGE COUNSELING PROGRAM 35,000

NOURISHING THE NORTH SHORE

13 MARKET STREET
NEWBURYPORT,MA01950 		NONE 501(C)(3) VEGOUT - LOCAL FOOD FOR ALL 10,000

OUR NEIGHBORS' TABLE

194 MAIN STREET
AMESBURY,MA01913 		NONE 501(C)(3) A PATH TOWARDS FOOD SECURITY: OUR NEIGHBOR'S TABLE GROCERY PROGRAM 50,000

PATHWAYS FOR CHILDREN

29 EMERSON AVENUE
GLOUCESTER,MA01930 		NONE 501(C)(3) NURTURING PARENTING PROGRAM 20,000

PHILLIPS ACADEMY

180 MAIN STREET
ANDOVER,MA01810 		NONE 501(C)(3) ANDOVER BREAD LOAF (ABL) AND PALS PROGRAMS 10,000

PINGREE SCHOOL (MALCOLM COATES PREP PINGREE)

537 HIGHLAND STREET
SOUTH HAMILTON,MA01982 		NONE 501(C)(3) PREP AT PINGREE 15,000

PLUMMER YOUTH PROMISE INC

37 WINTER ISLAND RD
SALEM,MA019705715 		NONE 501(C)(3) OVERCOMING OBSTACLES TO ACHIEVE PERMANENCY FOR YOUTH IN FOSTER CARE PROGRAM 40,000

MERROHAWKE NATURE SCHOOL

55 TOWNE ROAD
BOXFORD,MA01921 		NONE 501(C)(3) SCHOLARSHIPS FOR YOUTH 5,000

RAW ART WORKS

37 CENTRAL SQUARE
LYNN,MA01901 		NONE 501(C)(3) GENERAL OPERATING FUNDING 15,000

ROOT

35 CONGRESS ST SUITE 2350 BLDG 2
SALEM,MA01970 		NONE 501(C)(3) CULINARY TRAINING AND ALUMNI EMPLOYMENT PROGRAMS 15,000

SENIOR RESOURCE

694 14TH ST
VERO BEACH,FL32960 		NONE 501(C)(3) MEALS ON WHEELS - WAIT LIST RELIEF 15,000

STRAIGHT AHEAD MINISTRIES

791 MAIN STREET
WORCESTER,MA01610 		NONE 501(C)(3) NORTHEASTERN MASSACHUSETTS YOUTH RE-ENTRY PROGRAM 15,000

CITIZENS INN

81 MAIN ST
PEABODY,MA01960 		NONE 501(C)(3) CITIZENS INN SECURITY SYSTEM 12,000

MAINE COAST HERITAGE TRUST

1 BOWDOIN MILL ISLAND SUITE 201
TOPSHAM,ME04086 		NONE 501(C)(3) THE ALDEMERE AND ERICKSON CAMPAIGN 30,000

TOP NOTCH SCHOLARS

60 ISLAND ST SUITE 200
LAWRENCE,MA01840 		NONE 501(C)(3) MORE AARON'S PRESENTS YOUTH IN LAWRENCE 10,000

THE PETTENGILL HOUSE INC

21 WATER STREET
AMESBURY,MA01913 		NONE 501(C)(3) GENERAL OPERATING FUNDING 45,000

UTEC

15 WARREN STREET 3
LOWELL,MA01852 		NONE 501(C)(3) JOB SKILLS TRAINING & EDUCATION FOR YOUNG ADULTS 25,000

WELLSPRING HOUSE

302 ESSEX AVENUE
GLOUCESTER,MA01930 		NONE 501(C)(3) CAREER AND EDUCATION READINESS PROGRAM 10,000

YOUTH DEVELOPMENT ORGANIZATION INC

15 UNION STREET 563
LAWRENCE,MA01840 		NONE 501(C)(3) GENERAL OPERATING FUNDING 50,000

YWCA NORTHEASTERN MA

38 LAWRENCE STREET
LAWRENCE,MA01840 		NONE 501(C)(3) YWCA CHILDREN'S CENTER 35,000

COMMUNITY SERVICE OF NEWBURYPORT

35 SUMMER ST PO BOX 843
NEWBURYPORT,MA01950 		NONE 501(C)(3) ASSISTING FAMILIES WITH TRANSPORTATION NEEDS 10,000

ESSEX COUNTY COMMUNITY FOUNDATION

500 CUMMINGS CENTER 5450
BEVERLY,MA01915 		NONE 501(C)(3) GREATER LAWRENCE SUMMER FUND (GLSF) 2024 10,000

ESSEX COUNTY HABITAT FOR HUMANITY

14 PARK ST
DANVERS,MS01923 		NONE 501(C)(3) HAVERHILL AFFORDABLE HOME BUILD 15,000

THE GATHERING PLACE

5 TENNEY WAY
BRUNSWICK,ME04011 		NONE 501(C)(3) BASIC NEEDS PROGRAM 20,000

OPEN DOOR

28 EMERSON AVENUE
GLOUCESTER,MA01930 		NONE 501(C)(3) HEALTHY FOOD FOR KIDS IN A STRUGGLING ECONOMY 40,000
Total .................................right arrow 3a 1,282,000
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 ....     14 481,858  
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 ............ 		    14 1,514,363  
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 1,996,221 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,996,221
(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:
EDWARD S & WINIFRED G MOSELEY FOUNDATION
EIN:
74-3201002
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION 7,000 4,690   2,310

TY 2023 InvestmentsCorpBondsSchedule
Name:
EDWARD S & WINIFRED G MOSELEY FOUNDATION
EIN:
74-3201002
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBVIE INC 2.6% 251,747 248,030
APPLE INC 4.3% 250,921 248,105
COMCAST CORP 3.375% 255,926 248,105
CVS HEALTH CORP 2.875% 257,933 238,742
JOHN DEERE CAP CORP 5.05% 253,512 254,247
JPMORGAN CHASE & CO 3.2% 258,923 241,112
LOWES COS INC 4.4% 253,442 255,235
MERCK & CO INC 4.5% 251,999 242,925
META PLATFORMS INC 4.8% 252,828 251,918
OMNICOM GROUP INC 3.6% 260,086 243,828
PROCTER & GAMBLE CO 2.8% 276,102 253,862
QUALCOMM INC 3.25% 263,512 239,708
REP SVCS INC 2.5% 250,517 251,312
AMAZON.COM INC 4.55% 248,080 249,118
EVERSOURCE ENERGY 5.45% 252,950 255,327
TORONTO-DOMINION BANK 5.523% 251,794 259,260

TY 2023 InvestmentsCorpStockSchedule
Name:
EDWARD S & WINIFRED G MOSELEY FOUNDATION
EIN:
74-3201002
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES 106,960 519,550
ADIDAS AG-SPONSORED ADR 280,748 191,776
ADVANCED MICRO DEVICES INC 389,854 762,387
AIRBNB INC 208,081 269,143
ALCON INC 228,009 276,148
ALPHABET INC CL A(GOOGLE INC-CL C) 264,541 2,201,040
AMAZON COM INC 82,930 579,750
APPLE INC 65,289 1,453,278
ASML HOLDING NV 221,003 357,956
BANK OF AMERICA 293,606 695,975
BECTON DICKINSON & CO 124,363 350,565
BOSTON SCIENTIFIC CORP 193,049 539,070
CME GROUP INC 284,456 255,580
COLGATE PALMOLIVE CO 241,006 339,640
DEERE & CO 35,013 176,353
DIAGEO PLC ADR 140,154 254,429
ESSILOR INTERNATIONAL-ADR 233,869 303,464
GENERAL MOTORS CO 325,799 311,282
GOLDMAN SACHS GROUP INC 245,622 678,480
HOME DEPOT INC 84,545 256,803
INTUIT INC 172,656 295,745
JOHNSON & JOHNSON 466,570 438,480
LAUDER ESTEE COS INC-A 236,159 101,080
LONZA GROUP AG-ADR 210,560 179,850
MARSH & MCLENNAN COS INC 258,484 342,420
MCDONALDS CORP 54,942 242,098
MEDTRONIC PLC 354,647 336,485
MERCK & CO INC 331,106 680,900
META PLATFORMS INC 189,788 976,674
MICROSOFT CORP 664,526 1,886,129
NESTLE SA SPONSORED ADR 373,941 358,575
NIKE INC-B 273,731 158,277
NVIDIA CORP 94,872 936,433
OTIS WORLDWIDE CORP 169,373 370,601
PEPSICO INC 80,663 214,409
RAYTHEON TECHNOLOGIES CORP 308,304 549,133
ROSS STORES INC 232,882 290,640
TERADYNE INC 160,596 444,870
THERMO FISHER SCIENTIFIC INC 33,760 398,160
TORONTO DOMINION BANK 239,221 329,760
UNITED PARCEL SERVICE INC-B 353,383 451,605
VISA INC - CLASS A 540,211 734,916
WAL-MART STORES INC 371,552 999,400
WASTE MGMT INC 454,903 640,020
XYLEM INC 169,824 325,512
ZOETIS INC 206,476 242,704
AUTODESK INC 253,043 247,450
ECOLAB INC 235,987 285,600
GE HEALTHCARE TECHNOLOGIES INC 220,676 249,344
HONEYWELL INTERNATIONAL INC 371,680 395,049
NINTENDO CO 251,907 250,027
NOVO NORDISK 247,103 356,850

TY 2023 InvestmentsGovtObligationsSch
Name:
EDWARD S & WINIFRED G MOSELEY FOUNDATION
EIN:
74-3201002
US Government Securities - End of Year Book Value:

250,444
US Government Securities - End of Year Fair Market Value:

244,297
State & Local Government Securities - End of Year Book Value:


524,799
State & Local Government Securities - End of Year Fair Market Value:


485,597


TY 2023 LegalFeesSchedule
Name:
EDWARD S & WINIFRED G MOSELEY FOUNDATION
EIN:
74-3201002
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 2,000 1,340   660


TY 2023 OtherExpensesSchedule
Name:
EDWARD S & WINIFRED G MOSELEY FOUNDATION
EIN:
74-3201002
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FORM PC FILING FEE 125 0   0
ADR FEES 522 522   0


TY 2023 OtherProfessionalFeesSchedule
Name:
EDWARD S & WINIFRED G MOSELEY FOUNDATION
EIN:
74-3201002
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MGMT FEE 120,309 80,607   39,702
CUSTODIAL FEES 3,252 3,252   0
ONLINE GRANT SERVICE FEE 31,762 0   31,762


TY 2023 TaxesSchedule
Name:
EDWARD S & WINIFRED G MOSELEY FOUNDATION
EIN:
74-3201002
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 9,364 9,364   0
EXCISE TAX 71,003 0   0