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 06-01-2023 , and ending 05-31-2024
Name of foundation
THE BOARDMAN FAMILY FOUNDATION # 531
 
Number and street (or P.O. box number if mail is not delivered to street address)BNY MELLON NA - PO BOX 185
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152300185
A Employer identification number

13-7166339
B Telephone number (see instructions)

(212) 922-8935
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$12,310,508J 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... 220,268 219,058  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,304,817
b Gross sales price for all assets on line 6a 5,073,708
7 Capital gain net income (from Part IV, line 2)... 1,304,817
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).......      
12 Total. Add lines 1 through 11........ 1,525,085 1,523,875  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 59,117 47,294   11,823
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).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
17,124 1,948   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
52 52    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 76,293 49,294 0 11,823
25 Contributions, gifts, grants paid....... 500,000 500,000
26 Total expenses and disbursements. Add lines 24 and 25 576,293 49,294 0 511,823
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 948,792
b Net investment income (if negative, enter -0-) 1,474,581
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......... 121,299 81,448 81,448
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).......... 7,504,228 Click to see attachment
List of Attached Documents:
// Content
8,491,579 		12,229,060
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) 7,625,527 8,573,027 12,310,508
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........ 7,625,527 8,573,027
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)..... 7,625,527 8,573,027
30 Total liabilities and net assets/fund balances (see instructions). 7,625,527 8,573,027
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
7,625,527
2
Enter amount from Part I, line 27a .....................
2
948,792
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
3
4
Add lines 1, 2, and 3 ..........................
4
8,574,322
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,295
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,573,027
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 10. AMERICAN TOWER CORP-CL A   2022-06-21 2023-06-01
b 250. AMERICAN TOWER CORP-CL A     2023-06-01
c 128. BROADCOM INC     2023-06-01
d 36. BROADCOM INC   2022-12-16 2023-06-30
e 39. BROADCOM INC     2023-06-30
408. FACEBOOK INC     2023-06-30
54. KLA TENCOR CORP     2023-06-30
304. MASTERCARD INC   2021-11-19 2023-06-30
600. MICRON TECHNOLOGY   2022-10-17 2023-06-30
1930. MICRON TECHNOLOGY     2023-06-30
318. PROCTER & GAMBLE CO COM     2023-06-30
191. PROCTER & GAMBLE CO COM   2022-03-17 2023-06-30
560. QUALCOMM INC     2023-06-30
533. TEXAS INSTRUMENTS INC     2023-06-30
640. COCA-COLA CO USD     2023-07-31
270. COCA-COLA CO USD   2022-01-27 2023-07-31
36. DEERE & COMPANY   2022-11-03 2023-07-31
249. DEERE & COMPANY   2017-06-16 2023-07-31
30. MC DONALDS CORPORATION COMMON     2023-07-31
111. MC DONALDS CORPORATION COMMON   2022-06-22 2023-07-31
10. NEXTERA ENERGY INC   2023-02-10 2023-07-31
380. NEXTERA ENERGY INC     2023-07-31
337. NIKE INC CL B     2023-07-31
155. NIKE INC CL B     2023-07-31
198. ORACLE CORPORATION     2023-07-31
148. ORACLE CORPORATION   2022-11-16 2023-07-31
660. SHOPIFY INC-A W/I   2023-06-01 2023-07-31
1200. SYNCHRONY FINANCIAL     2023-07-31
92. T -MOBILE US INC   2022-06-13 2023-07-31
274. T -MOBILE US INC     2023-07-31
770. DEVON ENERGY CORPORATION NEW   2023-02-15 2023-08-02
900. DEVON ENERGY CORPORATION NEW   2016-03-17 2023-08-02
32. HUMANA INC COM   2022-09-02 2023-08-16
63. HUMANA INC COM   2022-09-02 2023-08-17
227. SALESFORCE COM INC   2023-03-15 2023-08-21
840. BAXTER INTL INC COM   2023-07-31 2023-10-13
310. HESS CORP   2023-06-30 2023-10-24
660.62 BNY MELLON SMALL CAP STK FD CL M SHS   2022-12-16 2023-11-07
4966.843 BNY MELLON SMALL CAP STK FD CL M SHS     2023-11-07
7042.253 BNYM GLBL RL RTRN -Y     2023-11-07
185. ORGANON & CO     2023-11-07
2170. EQT CORP COM     2023-12-14
13. FACEBOOK INC   2023-01-27 2023-12-14
258. FACEBOOK INC     2023-12-14
137. KLA TENCOR CORP   2019-10-24 2023-12-14
34. ESTEE LAUDER COMPANIES INC CL A   2023-01-26 2023-12-14
300. ESTEE LAUDER COMPANIES INC CL A     2023-12-14
318. MASTERCARD INC     2023-12-14
1104. ORACLE CORPORATION     2023-12-14
1570. EXELON CORP     2023-12-18
1250. AMERICAN INTERNATIONAL GROUP     2024-02-21
335. AMERIPRISE FINL INC     2024-02-21
1200. AMPHENOL CORP NEW     2024-02-21
1830. BOSTON SCIENTIFIC CORP COM     2024-02-21
50. BROADCOM INC     2024-02-21
90. ELI LILLY & CO COM     2024-02-21
95. THERMO ELECTRON CORP     2024-02-21
134. ACCENTURE PLC IRELAND SHS CL A     2024-02-21
4154.302 BNY MELLON MID CAP STK FD CL M     2024-03-15
9102.647 BNYM GLBL RL RTRN -Y     2024-03-15
7874.016 BNYM GLBL RL EST SEC-Y     2024-03-15
62. ANTHEM INC     2024-03-20
2040. BANK AMER CORP     2024-03-20
1130. CSX CORP COM   2017-01-13 2024-03-20
1330. COCA-COLA CO USD     2024-03-20
1540. CORNING INC COM     2024-03-20
1629. EXXON MOBIL CORP     2024-03-20
247. GENUINE PARTS CO   2023-03-06 2024-03-20
135. MARTIN MARIETTA MATLS INC   2022-08-31 2024-03-20
190. MICROCHIP TECHNOLOGY INC   2023-03-03 2024-03-20
364. NIKE INC CL B   2015-04-21 2024-03-20
257. PROCTER & GAMBLE CO COM     2024-03-20
780. SYNCHRONY FINANCIAL     2024-03-20
550. VOYA FINANCIAL INC     2024-03-20
59. DEERE & COMPANY   2017-06-16 2024-04-09
140. INTUITIVE SURGICAL INC   2023-06-30 2024-04-09
392. J P MORGAN CHASE & CO     2024-04-09
265. ELI LILLY & CO COM     2024-04-09
170. MARATHON PETROLEUM CORP   2023-12-14 2024-04-09
628. NEXTERA ENERGY INC     2024-04-09
351. PROGRESSIVE CORP OHIO   2024-02-21 2024-04-09
860. PUBLIC SERVICE ENTERPRISE GROUP INC COM     2024-04-09
54. REGENERON PHARMACEUTICALS INC   2022-09-23 2024-04-09
47. THERMO ELECTRON CORP   2013-12-18 2024-04-09
520. TWILIO INC - A   2023-06-01 2024-04-09
231. EATON CORP PLC     2024-04-09
144. ABBVIE INC   2024-02-21 2024-04-25
763. ABBVIE INC     2024-04-25
290. CF INDS HLDGS INC   2024-03-20 2024-05-07
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,870   2,474 -604
b 46,742   38,662 8,080
c 101,108   73,820 27,288
d 31,253   19,901 11,352
e 33,857   21,838 12,019
117,282   68,997 48,285
26,112   9,104 17,008
118,970   104,732 14,238
38,050   32,087 5,963
122,395   78,038 44,357
47,982   47,937 45
28,819   28,626 193
66,633   66,912 -279
95,622   91,075 4,547
39,540   39,925 -385
16,734   16,397 337
15,436   14,234 1,202
106,767   31,865 74,902
8,764   8,149 615
32,427   27,044 5,383
732   746 -14
27,799   31,449 -3,650
37,164   40,576 -3,412
17,093   9,777 7,316
23,113   15,819 7,294
17,289   11,799 5,490
44,364   38,267 6,097
41,356   30,081 11,275
12,658   11,719 939
37,701   34,312 3,389
38,225   44,051 -5,826
44,678   24,587 20,091
15,820   15,521 299
30,937   30,558 379
46,795   41,048 5,747
26,699   38,104 -11,405
48,241   42,211 6,030
11,739   12,202 -463
88,261   68,990 19,271
100,000   122,664 -22,664
2,329   1,315 1,014
81,907   91,611 -9,704
4,314   1,966 2,348
85,620   9,389 76,231
79,418   22,980 56,438
4,992   9,244 -4,252
44,043   85,178 -41,135
133,498   107,402 26,096
111,245   84,576 26,669
53,927   45,885 8,042
85,524   54,863 30,661
132,171   76,067 56,104
125,493   90,555 34,938
119,850   80,361 39,489
60,684   26,540 34,144
66,515   25,163 41,352
52,173   21,623 30,550
48,277   36,267 12,010
70,000   80,845 -10,845
140,272   137,336 2,936
60,000   60,717 -717
31,861   29,274 2,587
73,406   42,615 30,791
41,835   14,569 27,266
80,341   73,081 7,260
50,142   54,403 -4,261
183,222   179,337 3,885
38,212   42,868 -4,656
81,301   46,846 34,455
16,444   15,588 856
36,248   18,231 18,017
41,572   37,492 4,080
33,072   17,885 15,187
39,310   19,187 20,123
24,308   7,550 16,758
54,225   47,824 6,401
77,060   53,694 23,366
199,938   41,980 157,958
35,832   25,311 10,521
40,855   29,310 11,545
71,938   66,403 5,535
57,576   59,591 -2,015
50,790   37,252 13,538
27,574   4,948 22,626
31,923   35,017 -3,094
72,594   20,670 51,924
24,046   25,098 -1,052
127,408   61,627 65,781
21,588   25,059 -3,471
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
      39,808
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       -604
b       8,080
c       27,288
d       11,352
e       12,019
      48,285
      17,008
      14,238
      5,963
      44,357
      45
      193
      -279
      4,547
      -385
      337
      1,202
      74,902
      615
      5,383
      -14
      -3,650
      -3,412
      7,316
      7,294
      5,490
      6,097
      11,275
      939
      3,389
      -5,826
      20,091
      299
      379
      5,747
      -11,405
      6,030
      -463
      19,271
      -22,664
      1,014
      -9,704
      2,348
      76,231
      56,438
      -4,252
      -41,135
      26,096
      26,669
      8,042
      30,661
      56,104
      34,938
      39,489
      34,144
      41,352
      30,550
      12,010
      -10,845
      2,936
      -717
      2,587
      30,791
      27,266
      7,260
      -4,261
      3,885
      -4,656
      34,455
      856
      18,017
      4,080
      15,187
      20,123
      16,758
      6,401
      23,366
      157,958
      10,521
      11,545
      5,535
      -2,015
      13,538
      22,626
      -3,094
      51,924
      -1,052
      65,781
      -3,471
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 1,304,817
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 20,497
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 20,497
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 20,497
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 16,917
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 16,917
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 3,580
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 arrowNJ
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 arrowBNY MELLON NA Telephone no.right arrow (212) 922-8935

Located atright arrowPO BOX 185PITTSBURGHPA ZIP+4right arrow152300185
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
Nancy Boardman CO-TRUSTEE
3 		0    
PO Box 540
Arlington,VT052500540
James R Boardman CO-TRUSTEE
3 		0    
25 Cathlow Drive
Riverside,CT068782602
BNY MELLON N A CO-TRUSTEE
1 		59,117    
PO BOX 185
PITTSBURGH,PA152300185
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
11,221,475
b
Average of monthly cash balances.......................
1b
217,173
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
11,438,648
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
11,438,648
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
171,580
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
11,267,068
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
563,353
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
563,353
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
20,497
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
20,497
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
542,856
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
542,856
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
542,856
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
511,823
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
511,823
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 7 542,856
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 499,623
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 511,823
a Applied to 2022, but not more than line 2a 499,623
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..... 12,200
e Remaining amount distributed out of corpus 0
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 0
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 .......... 		530,656
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) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
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).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
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

ARLINGTON ARS AND ENRICHMENT PROGRAM

PO BOX 965
ARLINGTON,VA05250 		NONE PC GENERAL OPERATING 5,000

SHOREWALKERS INC

700 COLUMBUS AVE UNIT 20748
NEW YORK,NY10025 		NONE PC GENERAL OPERATING 5,000

SECOND CHANCE ANIMAL CENTER

1779 VERMONT RTE 7A
ARLINGTON,VT05250 		NONE PC GENERAL OPERATING 100,000

PLANNED PARENTHOOD OF NORTHERN NE

784 HERCULES DRIVE SUITE 110
COLCHESTER,VT05446 		NONE PC GENERAL OPERATING 75,000

ST JAMES' EPISCOPAL CHURCH

343 SHADY PINES
ARLINGTON,VT05250 		NONE PC GENERAL OPERATING 5,000

SALVE REGINA UNIVERSITY

UNIVERSITY RELATIONS AND ADVANCEMEN
NEWPORT,RI02840 		NONE PC GENERAL OPERATING 5,000

GREENWICH UNITED WAY

2 DEARFIELD DRIVE
GREENWICH,CT06830 		NONE PC GENERAL OPERATING 50,000

CHRIST CHURCH GREENWICH

MS KAREN ROYCE PROJECT LIAISON
GREENWICH,CT06830 		NONE PC GENERAL OPERATING 20,000

MEALS ON WHEELS OF GREENWICH

ATTN LORI JACKSON
GREENWICH,CT068305652 		NONE PC GENERAL OPERATING 5,000

NEIGHBOR TO NEIGHBOR

248 EAST PUTNAM AVENUE
GREENWICH,CT06830 		NONE PC GENERAL OPERATING 50,000

FRIENDS OF NATHANIEL WITHERELL

DEVELOPMENT DIRECTOR
GREENWICH,CT06830 		NONE PC GENERAL OPERATING 25,000

GREEN MOUNTAIN PUG RESCUE

283 TOWN LINE ROAD
MENDON,VT05701 		NONE PC GENERAL OPERATING 10,000

THE DORSET EQUINE RESCUE INC

PO BOX 92
EAST DORSET,VT052530092 		NONE PC GENERAL OPERATING 25,000

WASHINGTON & LEE UNIVERSITY

ATTNTREASURER
LEXINGTON,VA244500303 		NONE PC GENERAL OPERATING 5,000

FRIENDS OF BASEBALL IRELAND CORP

17 VITOS RUN
PLYMOUTH,MA02360 		NONE PC GENERAL OPERATING 20,000

CHOATE ROSEMARY HALL

333 CHRISTIAN ST
WALLINGFORD,CT06492 		NONE PC GENERAL OPERATING 5,000

THE PARENTS' FUND MIDDLEBURY COLLEGE

700 EXCHANGE ST
MIDDLEBURY,VT05753 		NONE PC GENERAL OPERATING PURPOSES 5,000

DARTMOUTH COLLEGE

DARTMOUTH COLLEGE
HANOVER,NH03755 		NONE PC GENERAL OPERATING 5,000

THE CRISPIN SCOTT '13 MEMORIAL FUND

AT DARTMOUTH
HANOVER,NH03755 		NONE PC GENERAL OPERATING 5,000

RIVER HOUSE ADULT DAY CENTER

125 RIVER RD EXT
COS COB,CT06807 		NONE PC GENERAL OPERATING 50,000

MIDDLEBURY COLLEGE

14 OLD CHAPEL RD
MIDDLEBURY,VT05753 		NONE PC GENERAL OPERATING 25,000
Total .................................right arrow 3a 500,000
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 ....     14 220,268  
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 1,304,817  
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) ..   1,525,085  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,525,085
(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 InvestmentsOtherSchedule2
Name:
THE BOARDMAN FAMILY FOUNDATION # 531
EIN:
13-7166339
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
194162103 COLGATE PALMOLIVE CO AT COST 63,472 78,086
244199105 DEERE & COMPANY      
30303M102 FACEBOOK INC      
438516106 HONEYWELL INTL INC AT COST 16,976 93,816
46625H100 J P MORGAN CHASE & C AT COST 111,903 220,867
655844108 NORFOLK SOUTHERN COR AT COST 2,381 101,160
872590104 T -MOBILE US INC AT COST 36,330 79,432
883556102 THERMO ELECTRON CORP      
91324P102 UNITED HEALTH GROUP AT COST 78,148 153,565
452308109 ILLINOIS TOOL WORKS AT COST 27,253 76,224
79466L302 SALESFORCE COM INC      
91913Y100 VALERO ENERGY CORP N      
007903107 ADVANCED MICRO DEVIC AT COST 11,560 92,129
46432F842 ISHARES CORE MSCI EA AT COST 121,407 150,900
64110L106 NETFLIX COM INC AT COST 36,995 53,896
654106103 NIKE INC CL B      
92826C839 VISA INC      
03027X100 AMERICAN TOWER CORP-      
126650100 CVS CORP      
254687106 DISNEY (WALT) COMPAN AT COST 45,984 58,709
366505105 GARRETT MOTION INC-W AT COST 305 590
437076102 HOME DEPOT INC USD 0      
45866FAA2 INTERCONTINENTALEXCH      
459200101 INTERNATIONAL BUSINE AT COST 15,359 25,028
595112103 MICRON TECHNOLOGY      
882508104 TEXAS INSTRUMENTS IN      
22160K105 COSTCO WHSL CORP NEW AT COST 21,975 485,934
594918104 MICROSOFT CORP COM AT COST 272,780 681,228
852234103 SQUARE INC - A AT COST 66,777 64,721
G5960L103 MEDTRONIC PLC AT COST 142,729 136,702
02079K305 ALPHABET INC/CA AT COST 250,004 558,383
101137107 BOSTON SCIENTIFIC CO      
166764100 CHEVRONTEXACO CORP AT COST 36,559 38,141
29444U700 EQUINIX INC      
58933Y105 MERCK & CO INC AT COST 26,793 232,626
70450Y103 PAYPAL HOLDINGS INC      
89417E109 TRAVELERS COS INC AT COST 14,858 45,297
988498101 YUM BRANDS INC      
037833100 APPLE COMPUTER INC C AT COST 142,680 368,928
05569M509 BNY MELLON MID CAP S AT COST 190,986 230,508
060505104 BANK AMER CORP AT COST 41,800 44,389
233203421 DFA EMERG MKTS CORE AT COST 183,768 271,910
742718109 PROCTER & GAMBLE CO      
929089100 VOYA FINANCIAL INC AT COST 14,650 41,701
G29183103 EATON CORP PLC AT COST 19,429 177,409
00724F101 ADOBE SYS INC COM      
05569M830 BNY MELLON BOND FD C AT COST 773,270 697,570
12572Q105 CME GROUP INC AT COST 132,485 138,229
20030N101 COMCAST CORP NEW CL      
25179M103 DEVON ENERGY CORPORA      
609207105 MONDELEZ INTERNATION      
65339F101 NEXTERA ENERGY INC      
718172109 PHILIP MORRIS INTERN      
723787107 PIONEER NAT RES CO      
002824100 ABBOTT LABORATORIES AT COST 90,047 107,197
023135106 AMAZON COM INC AT COST 183,863 365,584
110122108 BRISTOL MYERS SQUIBB      
87165B103 SYNCHRONY FINANCIAL      
969457100 WILLIAMS CO INC AT COST 26,043 78,869
026874784 AMERICAN INTERNATION AT COST 18,249 53,598
05569M806 BNY MELLON SMALL CAP AT COST 235,651 418,068
126408103 CSX CORP COM      
150870103 CELANESE CORP DEL      
30161N101 EXELON CORP      
G06242104 ATLASSIAN CORP PLC-C      
125523100 CIGNA CORP      
00287Y109 ABBVIE INC      
05588E850 BNY MELLON HIGH YIEL AT COST 446,169 357,798
05589K400 BNYM FLTNG RT INC-Y      
16119P108 CHARTER COMMUNICATIO AT COST 56,730 40,484
191216100 COCA-COLA CO USD      
15135B101 CENTENE CORP DEL AT COST 57,207 63,715
G8994E103 TRANE TECHNOLOGIES P AT COST 8,926 118,868
05588F709 BNYM GLBL RL EST SEC AT COST 87,066 127,047
482480100 KLA TENCOR CORP      
67066G104 NVIDIA CORP AT COST 169,793 636,968
22788C105 CROWDSTRIKE HOLDINGS      
78409V104 S & P GLOBAL INC AT COST 47,798 93,197
816851109 SEMPRA ENERGY      
031162100 AMGEN INC AT COST 35,709 52,606
009158106 AIR PRODUCTS AND CHE      
75513E101 RAYTHEON TECHNOLOGIE AT COST 52,469 77,192
88339J105 TRADE DESK INC/THE      
461202103 INTUIT INC COM      
67103H107 O'REILLY AUTOMOTIVE      
55024U109 LUMENTUM HOLDINGS IN      
89832Q109 TRUIST FINL CORP      
05587N794 BNYM GLBL RL RTRN -Y      
518439104 ESTEE LAUDER COMPANI      
538034109 LIVE NATION INC      
302491303 F M C CORP COM NEW      
517834107 LAS VEGAS SANDS CORP AT COST 87,206 98,616
37045V100 GENERAL MOTORS CO AT COST 32,472 34,642
235851102 DANAHER CORP COMMON AT COST 50,704 57,780
G46188101 HORIZON THERAPEUTICS      
532457108 ELI LILLY & CO COM      
83088M102 SKYWORKS SOLUTIONS I      
828806109 SIMON PPTY GROUP INC      
09857L108 BOOKING HOLDINGS INC      
03076C106 AMERIPRISE FINL INC      
57636Q104 MASTERCARD INC      
744573106 PUBLIC SERVICE ENTER      
717081103 PFIZER INC COM AT COST 94,342 58,753
G7997R103 SEAGATE TECHNOLOGY H      
G1151C101 ACCENTURE PLC IRELAN      
98978V103 ZOETIS INC AT COST 46,856 47,816
26614N102 DUPONT DE NEMOURS IN      
11135F101 BROADCOM INC      
88160R101 TESLA MOTORS INC      
68622V106 ORGANON & CO      
571903202 MARRIOTT INTERNATION      
74340W103 PROLOGIS INC      
05722G100 BAKER HUGHES A GE CO AT COST 47,724 50,890
00206R102 AT&T INC AT COST 67,306 68,507
02209S103 ALTRIA GROUP INC      
V7780T103 ROYAL CARIBBEAN CRUI      
50155Q100 KYNDRYL HOLDINGS INC AT COST 765 798
219350105 CORNING INC COM      
G3223R108 EVEREST RE GRP LTD AT COST 47,400 48,866
G4863A108 INTERNATIONAL GAME T AT COST 76,226 52,903
032095101 AMPHENOL CORP NEW      
020002101 ALLSTATE CORP COM AT COST 87,601 110,898
29250N105 ENBRIDGE INC AT COST 64,215 61,089
30231G102 EXXON MOBIL CORP      
680665205 OLIN CORP COM PAR $1 AT COST 47,154 41,933
68389X105 ORACLE CORPORATION      
03990B101 ARES MANAGEMENT CORP AT COST 60,531 87,186
036752103 ANTHEM INC      
097023105 BOEING COMPANY AT COST 57,704 58,256
444859102 HUMANA INC COM      
863667101 STRYKER CORP AT COST 72,806 98,234
845467109 SOUTHWESTERN ENERGY AT COST 67,852 78,237
806857108 SCHLUMBERGER LIMITED AT COST 110,411 95,451
573284106 MARTIN MARIETTA MATL      
372460105 GENUINE PARTS CO      
35671D857 FREEPORT-MCMORAN COP AT COST 96,976 114,424
013872106 ALCOA UPSTREAM CORP AT COST 69,015 57,994
75886F107 REGENERON PHARMACEUT      
747525103 QUALCOMM INC      
80105N105 SANOFI-SYNTHELABO AT COST 91,212 87,273
595017104 MICROCHIP TECHNOLOGY      
580135101 MC DONALDS CORPORATI AT COST 44,587 47,377
016255101 ALIGN TECHNOLOGY INC AT COST 102,340 74,334
031100100 AMETEK INC NEW AT COST 49,559 46,465
038222105 APPLIED MATERIALS IN AT COST 84,841 91,194
04621X108 ASSURANT INC AT COST 73,712 89,857
075887109 BECTON DICKINSON AND AT COST 27,145 24,357
084670702 BERKSHIRE HATHAWAY I AT COST 111,521 135,509
09073M104 BIO-TECHNE CORP AT COST 36,343 39,367
17275R102 CISCO SYS INC AT COST 95,244 91,605
172967424 CITIGROUP INC AT COST 31,501 33,024
20825C104 CONOCOPHILLIPS AT COST 39,888 38,205
21037T109 CONSTELLATION ENERGY AT COST 93,691 174,886
22160N109 COSTAR GROUP INC AT COST 68,597 56,282
252131107 DEXCOM INC AT COST 39,095 33,612
25746U109 DOMINION RES INC VA AT COST 84,339 93,282
26884L109 EQT CORP COM AT COST 43,513 53,006
28176E108 EDWARDS LIFESCIENCES AT COST 60,990 57,347
320517105 FIRST HORIZON NATL C AT COST 26,290 27,562
38141G104 GOLDMAN SACHS GROUP AT COST 60,633 71,674
443201108 HOWMET AEROSPACE INC AT COST 66,573 85,497
443573100 HUBSPOT INC AT COST 99,994 114,877
452327109 ILLUMINA INC AT COST 84,253 56,311
45687V106 INGERSOLL RAND INC AT COST 84,117 88,398
458140100 INTEL CORPORATION AT COST 52,891 35,478
46120E602 INTUITIVE SURGICAL I AT COST 38,900 41,820
49177J102 KENVUE INC AT COST 64,122 60,795
502431109 L3HARRIS TECHNOLOGIE AT COST 49,654 52,385
56585A102 MARATHON PETROLEUM C AT COST 47,197 55,985
651639106 NEWMONT MINING CORP AT COST 104,900 106,528
666807102 NORTHROP GRUMMAN COR AT COST 37,962 36,512
66987V109 NOVARTIS AG SPNSRD A AT COST 39,634 41,252
674599105 OCCIDENTAL PETROLEUM AT COST 86,014 87,500
681919106 OMNICOM GROUP INC CO AT COST 21,831 21,381
70614W100 PELOTON INTERACTIVE AT COST 44,016 16,526
718546104 PHILLIPS 66 AT COST 40,084 36,238
776696106 ROPER INDS INC NEW AT COST 87,474 85,242
778296103 ROSS STORES INC AT COST 29,405 27,952
803607100 SAREPTA THERAPEUTICS AT COST 78,220 88,694
82509L107 SHOPIFY INC-A W/I AT COST 35,368 36,082
90353T100 UBER TECHNOLOGIES IN AT COST 64,101 83,928
92338C103 VERALTO CORP-W/I AT COST 57,620 63,584
G25508105 CRH ORD AT COST 82,150 80,125
G51502105 JOHNSON CTLS INTL PL AT COST 67,339 74,067
G7496G103 RENAISSANCERE HLDGS AT COST 62,117 73,143

TY 2023 OtherDecreasesSchedule
Name:
THE BOARDMAN FAMILY FOUNDATION # 531
EIN:
13-7166339
Description Amount
PY RETURN OF CAPITAL ADJ 1,210
MUTUAL FUND TIMING ADJ 83
TAX LOT BASIS ADJUSTMENT 2


TY 2023 OtherExpensesSchedule
Name:
THE BOARDMAN FAMILY FOUNDATION # 531
EIN:
13-7166339
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES-DIVIDEND I 52 52   0


TY 2023 OtherIncreasesSchedule
Name:
THE BOARDMAN FAMILY FOUNDATION # 531
EIN:
13-7166339
Description Amount
ROUNDING 3


TY 2023 TaxesSchedule
Name:
THE BOARDMAN FAMILY FOUNDATION # 531
EIN:
13-7166339
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,475 1,475   0
FEDERAL ESTIMATES - PRINCIPAL 15,176 0   0
FOREIGN TAXES ON NONQUALIFIED 473 473   0