TY 2023 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023

Name of foundation
1772 FOUNDATION INC

Number and street (or P.O. box number if mail is not delivered to street address)60 WASHINGTON STREET SUITE 100
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
MORRISTOWN, NJ07960

A Employer identification number

22-2578377

B Telephone number (see instructions)

(860) 985-7759

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$75,591,745J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	1,585,282		1,612,746
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		973,729
b	Gross sales price for all assets on line 6a 56,637,664
7	Capital gain net income (from Part IV, line 2)...			1,113,828
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).......	List of Attached Documents: // Content	94,287	44,375
12	Total. Add lines 1 through 11........	2,653,298		2,770,949
13	Compensation of officers, directors, trustees, etc.	501,408		150,422	364,986
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......	49,634		14,890	34,744
16a	Legal fees (attach schedule).........	List of Attached Documents: // Content	27,084	0	27,084
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	67,425	9,713	54,212
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	586,333	422,149	144,184
17	Interest...............			4,108
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	45,562	18,998	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......	58,576		2,929	55,647
22	Printing and publications..........	2,871		0	2,871
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	32,064	42,019	30,461
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	1,370,957		665,228	714,189
25	Contributions, gifts, grants paid.......	2,815,000			3,849,000
26	Total expenses and disbursements. Add lines 24 and 25	4,185,957		665,228	4,563,189
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-1,532,659
b	Net investment income (if negative, enter -0-)			2,105,721
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	1,838,062	1,810,570	1,810,570
	2	Savings and temporary cash investments.........	6,375,749	2,175,287	2,175,287
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	31,110,028	List of Attached Documents: // Content 25,999,980	25,999,980
	c	Investments—corporate bonds (attach schedule).......	7,201,200	List of Attached Documents: // Content 14,893,007	14,893,007
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	21,271,968	List of Attached Documents: // Content 30,120,782	30,120,782
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	List of Attached Documents: // Content 1,328,726	List of Attached Documents: // Content 592,119	List of Attached Documents: // Content 592,119
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	69,125,733	75,591,745	75,591,745
	17	Accounts payable and accrued expenses..........	54,500	51,500
	18	Grants payable.................	2,700,000	1,666,000
	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 )	List of Attached Documents: // Content 0	List of Attached Documents: // Content 119,133
	23	Total liabilities (add lines 17 through 22).........	2,754,500	1,836,633
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........	66,371,233	73,755,112
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........
	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).....	66,371,233	73,755,112
	30	Total liabilities and net assets/fund balances (see instructions).	69,125,733	75,591,745

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

66,371,233

Enter amount from Part I, line 27a .....................

-1,532,659

Other increases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

9,035,671

Add lines 1, 2, and 3 ..........................

73,874,245

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

119,133

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

73,755,112

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
1 a	PUBLICLY TRADED SECURITIES	P
b	THE LYME FOREST FUND IV TE LP	P
c	THE LYME FOREST FUND V FB, LP	P
d	TRILANTIC CAPITAL PARTNERS VI PARALLEL (NORTH AMERICA), LP	P
e	COHESIVE CAPITAL PARTNERS III, L.P.	P
	HARBOURVEST ACCESS - CO-INVESTMENT FUND V LLC	P
	TCP VI SPECIAL SITUATIONS UBTI AIV L.P.	P
	TRILANTIC CAPITAL PARTNERS PRIME CASH OUT VEHICLES (NORTH AMERICA) L.P.	P
	CAPITAL GAINS DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	56,623,224	55,663,935	959,289
b			-94
c			1,084
d			419
e			440
			87,198
			-41
			51,093
	14,440		14,440

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			959,289
b			-94
c			1,084
d			419
e			440
			87,198
			-41
			51,093
			14,440

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	1,113,828
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	29,270
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	29,270
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	29,270
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	37,827
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	50,000
d	Backup withholding erroneously withheld ..........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	87,827
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. List of Attached Documents: // Content		8	144
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	58,413
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax58,413	Refunded	11	0

Form 990-PF (2023)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

Yes

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Yes

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

WWW.1772FOUNDATION.ORG

The books are in care of right arrow

STEPHEN M DELARGY CPA Telephone no. right arrow

(860) 985-7759

Located at right arrow

C/O FRANCHINO DELARGY LLP 60WASHINGTON STREET SUITE 100MORRISTOWNNJ ZIP+4 right arrow

07960

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

Yes

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2023)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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
B DANFORTH ELY	VP PRESIDENT 15.00	25,650	0
PO BOX 112 POMFRET CENTER,CT06259	VP PRESIDENT 15.00	25,650	0
MARGARET WALDOCK	PRESIDENT 5.00	49,650	0
PO BOX 112 POMFRET CENTER,CT06259	PRESIDENT 5.00	49,650	0
THOMAS MORIARITY	TREASURER 5.00	37,650	0
PO BOX 112 POMFRET CENTER,CT06259	TREASURER 5.00	37,650	0
RICHARD YOUNGKEN	TRUSTEE 5.00	24,150	0
PO BOX 112 POMFRET CENTER,CT06259	TRUSTEE 5.00	24,150	0
REGGIE TURNER AS OF 12023	TRUSTEE 5.00	25,650	0
PO BOX 112 POMFRET CENTER,CT06259	TRUSTEE 5.00	25,650	0
ETHIEL GARLINGTON AS OF 92023	EXECUTIVE DIRECTOR 40.00	63,367	8,675
PO BOX 112 POMFRET CENTER,CT06259	EXECUTIVE DIRECTOR 40.00	63,367	8,675
MARY ADAMS	EXECUTIVE DIRECTOR THROUGH 9/2023 40.00	275,291	36,517
PO BOX 112 POMFRET CENTER,CT06259	EXECUTIVE DIRECTOR THROUGH 9/2023 40.00	275,291	36,517

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...................				0

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
GRAYSTONE CONSULTING	INVESTMENT MANAGEMENT	360,918
125 HIGH STREET BOSTON,MA02110	INVESTMENT MANAGEMENT	360,918
EAGLE CAPITAL MANAGEMENT LLC	INVESTMENT MANAGEMENT	57,308
499 PARK AVE 17 NEW YORK,NY10022	INVESTMENT MANAGEMENT	57,308

Total number of others receiving over $50,000 for professional services............. right arrow

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)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

65,092,617

Average of monthly cash balances.......................

4,627,700

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

69,720,317

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

69,720,317

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

1,045,805

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

68,674,512

Minimum investment return. Enter 5% (0.05) of line 5................

3,433,726

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.)

Minimum investment return from Part IX, line 6..................

3,433,726

Tax on investment income for 2022 from Part V, line 5.......

29,270

Income tax for 2022. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

29,270

Distributable amount before adjustments. Subtract line 2c from line 1............

3,404,456

Recoveries of amounts treated as qualifying distributions................

854,363

Add lines 3 and 4............................

4,258,819

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

4,258,819

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

4,563,189

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

4,563,189

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					4,258,819
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......
b From 2019......
c From 2020......
d From 2021......
e From 2022......
f Total of lines 3a through e ........		0
4Qualifying distributions for 2023 from Part
XI, line 4: $ 4,563,189
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.....					4,258,819
e Remaining amount distributed out of corpus		304,370
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		304,370
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) ...		0
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......		304,370
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....	304,370

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 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2023	(b) 2022	(c) 2021	(d) 2020	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ADIRONDACK ARCHITECTURAL HERITAGE 1745 MAIN ST KEESEVILLE,NY12994	N/A	PC	TRUSTEE-DIRECTED (DISCRETIONARY) GRANT	10,000
AMERICAN HORTICULTURAL SOCIETY 7931 EAST BOULEVARD DRIVE ALEXANDRIA,VA22308	N/A	PC	TRUSTEE-DIRECTED (DISCRETIONARY) GRANT	1,000
ARCHITECTURE 2030 607 CERRILLOS RD SANTA FE,NM87505	N/A	PC	REUSE+ PROJECT	62,650
ARLINGTON FREE CLINIC 2921 11TH ST SOUTH ARLINGTON,VA22204	N/A	PC	TRUSTEE-DIRECTED (DISCRETIONARY) GRANT	1,500
CENTER FOR HEIRS' PROPERTY PRESERVATION 8570 RIVERS AVE SUITE 170 NORTH CHARLESTON,SC29406	N/A	PC	LAND CONSERVATION AND WEALTH-BUILDING FOR HISTORICALLY UNDERSERVED LANDOWNERS	100,000
CINCINNATI PRESERVATION ASSOCIATION 430 READING RD SUITE 300 CINCINNATI,OH45202	N/A	PC	REVOLVING FUND	70,000
CLEVELAND RESTORATION SOCIETY 3751 PROSPECT AVE CLEVELAND,OH44115	N/A	PC	REVOLVING FUND	70,000
COASTAL COMMUNITY FOUNDATION OF SOUTH CAROLINA 1691 TURNBULL AVE NORTH CHARLESTON,SC29405	N/A	PC	PINCKNEY SCHOLARSHIP PROGRAM, PLACE-BASED IMPACT INVESTMENT PROGRAM	500,000
COLORADO PRESERVATION 1420 OGDEN SUITE 104 DENVER,CO80218	N/A		REVOLVING FUND APPLICATIONS REVIEW	1,000
COMMUNITY MEDIATION MARYLAND 310 TULIP AVE TAKOMA PARK,MD20912	N/A	PC	TRUSTEE-DIRECTED (DISCRETIONARY) GRANT	2,500
CONTEMPORARY THEATER COMPANY 327 MAIN ST SOUTH KINGSTOWN,RI02879	N/A	PC	TRUSTEE-DIRECTED (DISCRETIONARY) GRANT	7,500
DECAY DEVILS 1060 N VANDERBURG ST GARY,IN46403	N/A	PC	UNION STATION IN GARY	20,000
FAIRMOUNT PARK CONSERVANCY THE OHIO HOUSE 4700 STATES DR PHILADELPHIA,PA19131	N/A	PC	REVOLVING FUND	20,000
FELLOWSHIP OF CHRISTIAN ATHLETES (FCA) OF WASHINGTON COUNTY PO BOX 1872 HAGERSTOWN,MD21740	N/A	PC	TRUSTEE-DIRECTED (DISCRETIONARY) GRANT	2,500
FRIENDS OF HALFWAY MARYLAND AFRICAN AMERICAN CEMETERY 411 BELVIEW AVE HAGERSTOWN,MD21742	N/A	PC	TRUSTEE-DIRECTED (DISCRETIONARY) GRANT	2,500
FRIENDS OF HERRING RIVER PO BOX 565 SOUTH WELLFLEET,MA02663	N/A	PC	TRUSTEE-DIRECTED (DISCRETIONARY) GRANT	1,500
FRIENDS OF HOPEWELL VALLEY OPEN SPACE PO BOX 395 PENNINGTON,NJ08534	N/A	PC	TRUSTEE-DIRECTED (DISCRETIONARY) GRANT	5,000
FRIENDS OF THE POMFRET PUBLIC LIBRARY PO BOX 91 POMFRET,CT06258	N/A	PC	TRUSTEE-DIRECTED (DISCRETIONARY) GRANT	6,000
FRIENDS OF THE RANDOLPH ANIMAL POUND 502 MILLBROOK AVE RANDOLPH,NJ07869	N/A	PC	TRUSTEE-DIRECTED (DISCRETIONARY) GRANT	1,000
FRIENDS OF THE SAUGATUCKET PO BOX 5753 WAKEFIELD,RI02880	N/A	PC	TRUSTEE-DIRECTED (DISCRETIONARY) GRANT	2,500
WGBH ONE GUEST ST BOSTON,MA02135	N/A	PC	TRUSTEE-DIRECTED (DISCRETIONARY) GRANT	5,000
WGBH ONE GUEST ST BOSTON,MA02135	N/A	PC	AMERICAN EXPERIENCE DOCUMENTARY SERIES	100,000
HAMILTON PARTNERSHIP FOR PATERSON INC 72 MCBRIDE AVE PATERSON,NJ07501	N/A	PC	TRUSTEE-DIRECTED (DISCRETIONARY) GRANT	3,000
HAWAII COMMUNITY FOUNDATION MAUI STRONG FUND 827 FORT STREET MALL HONOLULU,HI96813	N/A	PC	TRUSTEE-DIRECTED (DISCRETIONARY) GRANT	5,000
HISTORIC ATHENS 489 PRINCE AVE ATHENS,GA30601	N/A	PC	TRUSTEE-DIRECTED (DISCRETIONARY) GRANT	2,000
HISTORIC CHARLESTON FOUNDATION PO BOX 1120 CHARLESTON,SC29402	N/A	PC	REVOLVING FUND	75,000
HISTORIC DENVER 1420 OGDEN ST SUITE 202 DENVER,CO80218	N/A	PC	REVOLVING FUND FEASIBILITY STUDY	20,000
HISTORIC MACON PO BOX 13358 MACON,GA31208	N/A	PC	TRUSTEE-DIRECTED (DISCRETIONARY) GRANT	2,000
HISTORIC MACON PO BOX 13358 MACON,GA31208	N/A	PC	REVOLVING FUND APPLICATIONS REVIEW	1,000
HISTORIC NEW ENGLAND 151 ESSEX ST HAVERHILL,MA01832	N/A	PC	SUSTAINABILITY AND CLIMATE WORK	100,000
HISTORIC WILMINGTON FOUNDATION INC 211 ORANGE ST WILMINGTON,NC28401	N/A	PC	REVOLVING FUND	75,000
HUNTERDON LAND TRUST 111 MINE ST FLEMINGTON,NJ08822	N/A	PC	TRUSTEE-DIRECTED (DISCRETIONARY) GRANT	5,000
IRISH AMERICAN PARTNERSHIPAN TAISCE USA 15 BROAD ST SUITE 210 BOSTON,MA02109	N/A	PC	TRUSTEE-DIRECTED (DISCRETIONARY) GRANT	7,500
ISLAND INSTITUTE PO BOX 648 ROCKLAND,ME04841	N/A	PC	TRUSTEE-DIRECTED (DISCRETIONARY) GRANT	1,000
IT'S A BLESSING TO BE A BLESSING 141 S POTOMAC ST HAGERSTOWN,MD21740	N/A	PC	TRUSTEE-DIRECTED (DISCRETIONARY) GRANT	7,500
KNOX HERITAGE 3425 KINGSTON PIKE KNOXVILLE,TN37919	N/A	PC	TRUSTEE-DIRECTED (DISCRETIONARY) GRANT	2,000
MAINE PRESERVATION PO BOX 488 YARMOUTH,ME04096	N/A	PC	HISTORIC PRESERVATION GRANTMAKING IN ME	140,000
MAINE PRESERVATION PO BOX 488 YARMOUTH,ME04096	N/A	PC	NEW ENGLAND STATESWIDES RETREAT	12,350
MANSHIP ARTISTS RESIDENCE AND STUDIO 1157 WASHINGTON ST GLOUCESTER,MA01930	N/A	PC	TRUSTEE-DIRECTED (DISCRETIONARY) GRANT	1,000
MENDHAM TOWNSHIP FIRST AID SQUAD PO BOX 122 BROOKSIDE,NJ07926	N/A	PC	TRUSTEE-DIRECTED (DISCRETIONARY) GRANT	1,000
MORRISTOWN MEDICAL CENTER PO BOX 1956 MORRISTOWN,NJ07960	N/A	PC	TRUSTEE-DIRECTED (DISCRETIONARY) GRANT	1,000
NATIONAL MAIN STREET CENTER 53 WEST JACKSON BLVD SUITE 350 CHICAGO,IL60604	N/A	PC	CONFERENCE, HOUSING INVENTORY TOOL	100,000
NATIONAL TRUST FOR HISTORIC PRESERVATION 600 14TH STREET NW SUITE 500 WASHINGTON,DC20005	N/A	PC	AFRICAN AMERICAN CULTURAL HERITAGE ACTION FUND/ROBERT SMALLS HOUSE	250,000
NEW HAMPSHIRE PRESERVATION ALLIANCE PO BOX 268 CONCORD,NH03302	N/A	PC	HISTORIC PRESERVATION GRANTMAKING IN NH	140,000
ONE WORLD ONE LOVE NEW JERSEY 561 SPRINGFIELD AVE SUMMIT,NJ07901	N/A	PC	TRUSTEE-DIRECTED (DISCRETIONARY) GRANT	4,000
PRALINE'S BACKYARD FOUNDATION 3590 EDENDERRY DRIVE SNELLVILLE,GA30039	N/A	PC	TRUSTEE-DIRECTED (DISCRETIONARY) GRANT	5,000
PRESBYTERIAN COLLEGE 503 SOUTH BROAD ST CLINTON,SC29325	N/A	PC	TRUSTEE-DIRECTED (DISCRETIONARY) GRANT	2,000
PRESERVATION ACTION FOUNDATIONCENTER FOR PRESERVATION INITIATIVES 2020 PENNSYLVANIA AVE NW 313 WASHINGTON,DC20006	N/A	PC	TRUSTEE-DIRECTED (DISCRETIONARY) GRANT	14,000
PRESERVATION CONNECTICUT 940 WHITNEY AVE HAMDEN,CT06517	N/A	PC	HISTORIC PRESERVATION GRANTMAKING IN CT	140,000
PRESERVATION MARYLAND 3600 CLIPPER MILL RD SUITE 248 BALTIMORE,MD21211	N/A	PC	REVOLVING FUND	70,000
PRESERVATION MASSACHUSETTS 6 MAIN ST EXT SUITE 613 PLYMOUTH,MA02360	N/A	PC	HISTORIC PRESERVATION GRANTMAKING IN MA	140,000
PRESERVATION NORTH CAROLINA PO BOX 27644 RALEIGH,NC27611	N/A	PC	REVOLVING FUND	75,000
PRESERVATION TRUST OF VERMONT 104 CHURCH ST BURLINGTON,VT05401	N/A	PC	HISTORIC PRESERVATION GRANTMAKING IN VT	125,000
PRESERVE RHODE ISLAND 957 N MAIN ST PROVIDENCE,RI02904	N/A	PC	HISTORIC PRESERVATION GRANTMAKING IN RI	140,000
QUAPAW QUARTER ASSOCIATION PO BOX 165023 LITTLE ROCK,AR72216	N/A	PC	REVOLVING FUND FEASIBILITY STUDY	15,000
RALSTON CIDER MILL 336 MENDHAM RD W MENDHAM,NJ07945	N/A	PC	TRUSTEE-DIRECTED (DISCRETIONARY) GRANT	1,000
RALSTON ENGINE COMPANY NO 1 322 MENDHAM RD W MENDHAM,NJ07945	N/A	PC	TRUSTEE-DIRECTED (DISCRETIONARY) GRANT	1,000
RARITAN HEADWATERS ASSOCIATION PO BOX 273 GLADSTONE,NJ07934	N/A	PC	TRUSTEE-DIRECTED (DISCRETIONARY) GRANT	10,000
RESPONSIBLE HOSPITALITY INSTITUTE 5321 SCOTTS VALLEY DR SUITE 204 SCOTTS VALLEY,CA95066	N/A	PC	TRUSTEE-DIRECTED (DISCRETIONARY) GRANT	3,500
ROBERT W JOHNSON COMMUNITY CENTER 109 W NORTH AVE HAGERSTOWN,MD21740	N/A	PC	TRUSTEE-DIRECTED (DISCRETIONARY) GRANT	7,500
SARASOTA ALLIANCE FOR HISTORIC PRESERVATION PO BOX 1754 SARASOTA,FL34230	N/A	PC	REVOLVING FUND	50,000
SCENIC HUDSON ONE CIVIC CENTER PLAZA SUITE 200 POUGHKEEPSIE,NY12601	N/A	PC	POUGHKEEPSIE MILL RESTORATION PROJECT	75,000
SELMA DALLAS COUNTY HISTORIC PRESERVATION SOCIETY PO BOX 586 SELMA,AL36702	N/A	PC	REVOLVING FUND FEASIBILITY STUDY	20,000
SHELBURNE FARMS 1611 HARBOR RD SHELBURNE,VT05482	N/A	PC	TRUSTEE-DIRECTED (DISCRETIONARY) GRANT	2,000
SOUTH COUNTY HISTORY CENTER 2636 KINGSTOWN RD KINGSTON,RI02881	N/A	PC	TRUSTEE-DIRECTED (DISCRETIONARY) GRANT	5,000
STAGES OF FREEDOM 10 WESTMINSTER ST PROVIDENCE,RI02903	N/A	PC	TRUSTEE-DIRECTED (DISCRETIONARY) GRANT	1,000
THE GEORGIA TRUST FOR HISTORIC PRESERVATION 1516 PEACHTREE ST NW ATLANTA,GA30309	N/A	PC	HISTORIC PRESERVATION GRANTMAKING IN GA	115,000
THE L'ENFANT TRUST 1307 NEW HAMPSHIRE AVE NW SUITE 400 WASHINGTON,DC20036	N/A	PC	REVOLVING FUND	100,000
THE NATIONAL TRUST FOR SCOTLAND FOUNDATION USA 4 SOUTH MARKET ST 4TH FLOOR BOSTON,MA02109	N/A	PC	START-UP ASSISTANCE FOR AN TAISCE SUPPORTING ORGANIZATION	50,000
THE NATIONAL TRUST FOR SCOTLAND FOUNDATION USA 4 SOUTH MARKET ST 4TH FLOOR BOSTON,MA02109	N/A	PC	TRUSTEE-DIRECTED (DISCRETIONARY) GRANT	5,000
THE TRUST FOR PUBLIC LAND 101 MONTGOMERY ST SUITE 900 SAN FRANCISCO,CA94104	N/A	PC	BLACK HISTORY AND CULTURE PROGRAM	500,000
THOMPSON ECUMENICAL EMPOWERMENT GROUP (TEEG) PO BOX 664 NORTH GROSVENORDALE,CT06255	N/A	PC	TRUSTEE-DIRECTED (DISCRETIONARY) GRANT	3,000
UNIVERSITY OF GEORGIACOLLEGE OF ENVIRONMENT DESIGN 285 SOUTH JACKSON ST ATHENS,GA30602	N/A	PC	TRUSTEE-DIRECTED (DISCRETIONARY) GRANT	2,000
VERMONT LAW & GRADUATE SCHOOL PO BOX 26 SOUTH ROYALTON,VT05068	N/A	PC	TRUSTEE-DIRECTED (DISCRETIONARY) GRANT	5,000
VISION CARTHAGE 221 W 4TH ST SUITE 15 CARTHAGE,MO64836	N/A	PC	REVOLVING FUND FEASIBILITY STUDY	10,000
WASHINGTON COUNTY LEADERSHIP DEVELOPMENT PROGRAM (LEADERSHIP WASHINGTON COU PO BOX 4611 HAGERSTOWN,MD21742	N/A	PC	TRUSTEE-DIRECTED (DISCRETIONARY) GRANT	2,500
WATERFRONT HISTORIC AREA LEAGUE (WHALE) 15 JOHNNY CAKE HILL NEW BEDFORD,MA02740	N/A	PC	REVOLVING FUND	120,000
WATERFRONT HISTORIC AREA LEAGUE (WHALE) 15 JOHNNY CAKE HILL NEW BEDFORD,MA02740	N/A	PC	CULTURAL CONSERVATION DYNAMIC PROJECT/NEW BEDFORD COMMUNITY ASSET MAPPING	85,000
HISTORIC BOSTON INCORPORATED 3 SCHOOL ST BOSTON,MA02108	N/A	PC	REVOLVING FUND APPLICATION REVIEW	1,000
THE NEW JERSEY HISTORICAL SOCIETY 52 PARK PLACE NEWARK,NJ07102	N/A		AUDITORIUM RENTAL	1,000
Total ................................. 3a				3,849,000

bApproved for future payment
CENTER FOR HEIRS' PROPERTY PRESERVATION 8570 RIVERS AVE SUITE 170 NORTH CHARLESTON,SC29406	N/A	PC	LAND CONSERVATION AND WEALTH-BUILDING FOR HISTORICALLY UNDERSERVED LANDOWNERS	100,000
MAINE PRESERVATION PO BOX 488 YARMOUTH,ME04096	N/A	PC	NEW ENGLAND STATESWIDES RETREAT	15,000
NEW HAMPSHIRE PRESERVATION ALLIANCE PO BOX 268 CONCORD,NH03302	N/A	PC	HISTORIC PRESERVATION GRANTMAKING IN NH	15,000
PRESERVATION CONNECTICUT 940 WHITNEY AVE HAMDEN,CT06517	N/A	PC	HISTORIC PRESERVATION GRANTMAKING IN CT	15,000
PRESERVATION MASSACHUSETTS 6 MAIN ST EXT SUITE 613 PLYMOUTH,MA02360	N/A	PC	HISTORIC PRESERVATION GRANTMAKING IN MA	15,000
PRESERVATION TRUST OF VERMONT 104 CHURCH ST BURLINGTON,VT05401	N/A	PC	HISTORIC PRESERVATION GRANTMAKING IN VT	15,000
PRESERVE RHODE ISLAND 957 N MAIN ST PROVIDENCE,RI02904	N/A	PC	HISTORIC PRESERVATION GRANTMAKING IN RI	15,000
THE GEORGIA TRUST FOR HISTORIC PRESERVATION 1516 PEACHTREE ST NW ATLANTA,GA30309	N/A	PC	HISTORIC PRESERVATION GRANTMAKING IN GA	15,000
TRUST FOR PUBLIC LAND 101 MONTGOMERY ST SUITE 900 SAN FRANCISCO,CA94104	N/A	PC	BLACK HISTORY AND CULTURE PROGRAM	500,000
COASTAL COMMUNITY FOUNDATION OF SOUTH CAROLINA 1691 TURNBULL AVE NORTH CHARLESTON,SC29405	N/A	PC	PINCKNEY SCHOLARSHIP PROGRAM, PLACE-BASED IMPACT INVESTMENT PROGRAM	500,000
PENN CENTER INC PO BOX 126 16 PENN CENTER CIRCLE WEST ST HELENA ISLAND,SC29920	N/A	PC	PROFESSIONAL SEARCH FOR NEW EXECUTIVE DIRECTOR	60,000
MDC INC PO BOX 488 YARMOUTH,ME04096	N/A	PC	HISTORIC PRESERVATION GRANTMAKING IN ME	40,000
SLAVE DWELLING PROJECT INC PO BOX 1469 LADSON,SC29456	N/A	PC	2024 SLAVE DWELLING CONFERENCE	50,000
THE NATIONAL TRUST FOR SCOTLAND FOUNDATION USA 4 SOUTH MARKET ST 4TH FLOOR BOSTON,MA02109	N/A	PC	START-UP ASSISTANCE FOR AN TAISCE SUPPORTING ORGANIZATION	36,000
HISTORIC NEW ENGLAND 151 ESSEX ST HAVERHILL,MA01832	N/A	PC	SUSTAINABILITY AND CLIMATE WORK	100,000
WGBH ONE GUEST ST BOSTON,MA02135	N/A	PC	AMERICAN EXPERIENCE DOCUMENTARY SERIES	100,000
SCENIC HUDSON ONE CIVIC CENTER PLAZA SUITE 200 POUGHKEEPSIE,NY12601	N/A	PC	POUGHKEEPSIE MILL RESTORATION PROJECT	75,000
Total ................................. 3b				1,666,000

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	(e) Related or exempt function income (See instructions.)
aINTEREST ON PRI					31,328
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 ....	901101	1,267	14	1,584,015
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 .....			01
8 Gain or (loss) from sales of assets other than inventory ............	901101	675	18	973,054
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aMA TAX CREDIT			01	50,000
bOTHER K-1 INCOME	901101	-15,708	01	15,708
cOTHER INVESTMENT INCOME			14	12,959
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		-13,766		2,635,736	31,328

13Total. Add line 12, columns (b), (d), and (e)..................

2,653,298

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)
1A	INTEREST ON PROGRAM RELATED INVESTMENTS FOR HISTORIC PRESERVATION

Form 990-PF (2023)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

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

Form 990-PF (2023)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2023 AccountingFeesSchedule

Name:

1772 FOUNDATION INC

EIN:

22-2578377

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
BOOKKEEPING FEES	19,425	9,713		11,212
AUDIT AND TAX SERVICES	48,000	0		43,000

- TIN:

TY 2023 InvestmentsCorpBondsSchedule

Name:

1772 FOUNDATION INC

EIN:

22-2578377

Name of Bond	End of Year Book Value	End of Year Fair Market Value
GRAPHIC PACKAGING INTERNATIONAL LLC	183,075	183,075
VICI PROPERTIES LP	137,743	137,743
AMC NETWORKS INC	178,962	178,962
BALL CORP	144,373	144,373
PDC ENERGY INC	134,824	134,824
IIP OPERATING PARTNERSHIP LP	120,990	120,990
AIRCASTLE LTD	372,761	372,761
SABINE PASS LIQUEFACTION LLC	87,572	87,572
DISH DBS CORP	65,528	65,528
WESTERN MIDSTREAM OPERATING LP	119,105	119,105
SANTANDER HOLDINGS USA INC FXD TO 092025 VAR THRAFTR 5.8070%	32,119	32,119
CROWN AMERICAS LLC / CROWN AMERICAS CAPITAL CORP V	149,739	149,739
TEVA PHARMACEUTICAL FINANCE NETHERLANDS III BV	116,101	116,101
FORD MOTOR CO	19,504	19,504
GENERAL MOTORS FINANCIAL CO INC	170,758	170,758
QVC INC	138,341	138,341
SBA COMMUNICATIONS CORP	142,922	142,922
EVERSOURCE ENERGY	64,475	64,475
AECOM	153,722	153,722
GOODYEAR TIRE & RUBBER CO/THE	189,057	189,057
SABINE PASS LIQUEFACTION LLC	201,964	201,964
CEDAR FAIR LP / CANADA'S WONDE RLAND CO / MAGNUM MANAGEMENT C	154,252	154,252
KB HOME	145,610	145,610
SOUTHWEST AIRLINES CO	166,899	166,899
VMWARE INC	232,565	232,565
OLIN CORP	74,009	74,009
MPT OPERATING PARTNERSHIP LP / MPT FINANCE CORP	151,891	151,891
TELEFLEX INC	189,867	189,867
BAKER HUGHES HOLDINGS LLC / BAKER HUGHES CO-OBLIGOR INC	85,204	85,204
CENTENE CORP	140,804	140,804
SERVICE CORP INTERNATIONAL/US	176,625	176,625
SANTANDER HOLDINGS USA INC FXD TO 012027 VAR THRAFTR 2.49%	228,735	228,735
DEUTSCHE BANK AG/NEW YORK NY FXD 012027 VAR THRAFTR 2.552%	138,007	138,007
NRG ENERGY INC	170,476	170,476
UNITED RENTALS NORTH AMERICA INC	220,778	220,778
SILGAN HOLDINGS INC	143,607	143,607
CHARTER COMMUNICATIONS OPERATI NG LLC / CHARTER COMMUNICATION	135,274	135,274
ASBURY AUTOMOTIVE GROUP INC	151,530	151,530
GRIFFON CORP	155,233	155,233
BAT CAPITAL CORP	59,998	59,998
DELL INC	86,427	86,427
EQUITABLE HOLDINGS INC	220,666	220,666
PG&E CORP	136,523	136,523
SM ENERGY CO	141,815	141,815
CDW LLC / CDW FINANCE CORP	151,263	151,263
LAMAR MEDIA CORP	173,534	173,534
RANGE RESOURCES CORP	192,502	192,502
AT&T INC	29,617	29,617
LAZARD GROUP LLC	33,124	33,124
RELX CAPITAL INC	2,947	2,947
HUMANA INC	65,452	65,452
HUDSON PACIFIC PROPERTIES LP	132,458	132,458
JOHN DEERE CAPITAL CORP	128,501	128,501
NXP BV / NXP FUNDING LLC / NXP USA INC	23,343	23,343
SOUTHERN CALIFORNIA EDISON CO	1,827	1,827
QORVO INC	130,241	130,241
SCOTTS MIRACLE-GRO CO/THE	155,254	155,254
DIAMONDBACK ENERGY INC	119,037	119,037
APACHE CORP	80,009	80,009
NOMURA HOLDINGS INC	176,920	176,920
OLIN CORP	89,855	89,855
MICRON TECHNOLOGY INC	235,027	235,027
PHILIP MORRIS INTERNATIONAL INC	146,231	146,231
NATWEST GROUP PLC FXD TO 052029 VAR THRAFTR 4.4450%	192,080	192,080
DISCOVERY COMMUNICATIONS LLC	70,868	70,868
BLACK HILLS CORP	3,378	3,378
FIDELITY NATIONAL FINANCIAL INC	175,966	175,966
BARCLAYS PLC FXD TO 062029 VAR THRAFTR 5.0880%	193,992	193,992
BRIXMOR OPERATING PARTNERSHIP LP	240,453	240,453
PG&E CORP	48,391	48,391
HCA INC	131,619	131,619
SMITH & NEPHEW PLC	234,698	234,698
CENTRAL GARDEN & PET CO	151,659	151,659
STARBUCKS CORP	60,173	60,173
BOSTON PROPERTIES LP	19,783	19,783
BOEING CO/THE	161,763	161,763
YUM! BRANDS INC	111,899	111,899
BAT CAPITAL CORP	177,906	177,906
BRUNSWICK CORP/DE	155,338	155,338
MOODY'S CORP	93,155	93,155
MIZUHO FINANCIAL GROUP INC FXD TO 092030 VAR THRAFTR 1.9790%	163,602	163,602
OCCIDENTAL PETROLEUM CORP	206,468	206,468
DEUTSCHE BANK AG/NEW YORK FXD TO 092030 VAR THRAFTR 3.5470%	132,075	132,075
HELMERICH & PAYNE INC	67,269	67,269
TENET HEALTHCARE CORP	151,050	151,050
HOST HOTELS & RESORTS LP	88,376	88,376
DICK'S SPORTING GOODS INC	76,001	76,001
AT&T INC	227,235	227,235
SOUTHERN CALIFORNIA EDISON CO	869	869
AMGEN INC	231,684	231,684
CHARLES SCHWAB CORP/THE	77,663	77,663
SOUTHWEST GAS CORP	235,301	235,301
VERIZON COMMUNICATIONS INC	69,941	69,941
COREBRIDGE FINANCIAL INC	19,934	19,934
TELUS CORP	88,367	88,367
AEP TEXAS INC	192,043	192,043
ELEVANCE HEALTH INC	129,866	129,866
XCEL ENERGY INC	80,086	80,086
GOLDMAN SACHS GROUP INC/THE FX D TO 072031 VAR THRAFTR 2.383%	7,397	7,397
CITIZENS FINANCIAL GROUP INC	32,608	32,608
MARRIOTT INTERNATIONAL INC/MD	219,613	219,613
AMERICAN ELECTRIC POWER CO INC	25,716	25,716
SOUTHERN CALIFORNIA EDISON CO	1,076	1,076
COMCAST CORP	183,045	183,045
EBAY INC	90,317	90,317
DISCOVER FINANCIAL SERVICES	48,241	48,241
NXP BV / NXP FUNDING LLC / NXP USA INC	179,715	179,715
WASTE CONNECTIONS INC	42,789	42,789
ENTERPRISE PRODUCTS OPERATING LLC	5,243	5,243
HUMANA INC	2,132	2,132
ENTERGY LOUISIANA LLC	935	935
HSBC HOLDINGS PLC FXD TO 032032 VAR THRAFTR 4.762%	186,489	186,489
SVB FINANCIAL GROUP FXD TO 042032 VAR THRAFTR 4.5700%	171,122	171,122
WELLS FARGO & CO FXD TO 072032 VAR THRAFTR 4.8970%	161,757	161,757
BP CAPITAL MARKETS AMERICA INC	1,017	1,017
AT&T INC	4,129	4,129
XPO CNW INC	145,517	145,517
FREEPORT-MCMORAN INC	136,959	136,959
KRAFT HEINZ FOODS CO	69,515	69,515
APACHE CORP	93,631	93,631
FORD MOTOR CO	49,349	49,349
FORD MOTOR CO	35,293	35,293
DICK'S SPORTING GOODS INC	40,879	40,879

- TIN:

TY 2023 InvestmentsCorpStockSchedule

Name:

1772 FOUNDATION INC

EIN:

22-2578377

Name of Stock	End of Year Book Value	End of Year Fair Market Value
AERCAP HOLDINGS N.V. (AER)	176,733	176,733
ALPHABET INC CL C	318,784	318,784
AMAZON COM INC	392,309	392,309
AON PLC CL A	103,894	103,894
BAYER AG SPON ADR	76,738	76,738
CAPITAL ONE FINANCIAL CORP	135,578	135,578
CHARTER COMMUNICATIONS INC	34,593	34,593
COMCAST CORP (NEW) CLASS A (CMCSA	142,951	142,951
CONOCOPHILLIPS	284,255	284,255
ELEVANCE HEALTH INC	141,940	141,940
GENERAL ELECTRIC CO	205,867	205,867
GOLDMAN SACHS GRP INC	202,529	202,529
HILTON WORLDWIDE HLDGS INC	108,161	108,161
LIBERTY BROADBAND CORP S-C	119,434	119,434
MARRIOTT INTL INC NEW CL A	102,832	102,832
META PLATFORMS INC CL A	281,752	281,752
MICROSOFT CORP	354,982	354,982
NETFLIX INC	195,726	195,726
OCCIDENTAL PETROLEUM CORP DE	31,169	31,169
PROSUS N V SPONSORED ADR	89,364	89,364
SAFRAN SA	188,434	188,434
SAP AG	133,102	133,102
SHELL PLC ADR	239,380	239,380
TAIWAN SMCNDCTR MFG CO LTD ADR	117,208	117,208
UNITEDHEALTH GP INC	169,523	169,523
VISA INC CL A	64,827	64,827
WELLS FARGO & CO NEW	196,585	196,585
WOODWARD INC COM	85,898	85,898
ACADIA HEALTHCARE COMPANY INC	58,164	58,164
ACCURAY INC	10,423	10,423
ADEIA INC COM	28,373	28,373
ADIENT PLC COM	59,194	59,194
ADVANCED MICRO DEVICES	50,119	50,119
ADYEN N V UNSPONSRED ADR	69,435	69,435
AECOM	20,150	20,150
AERCAP HOLDINGS N.V	373,978	373,978
AFFILIATED MGRS GROUP INC	82,221	82,221
AIA GROUP LTD SPON ADR	85,753	85,753
AIR LEASE CORP CL A	90,590	90,590
AIR LIQUIDE ADR	60,738	60,738
AKAMAI TECHNOLOGIES INC	35,978	35,978
ALBEMARLE CORPORATION	39,876	39,876
ALCON INC	77,808	77,808
ALEXANDRIA REAL ESTATE EQ INC	30,298	30,298
ALFA LAVAL AB-UNSPONS ADR	77,894	77,894
ALIGN TECHNOLOGY	14,054	14,054
ALLETE INC NEW	15,840	15,840
ALLIANZ SE ADR	218,547	218,547
ALNYLAM PHARMACEUTICALS INC	22,586	22,586
ALPHABET INC CL C	158,405	158,405
AMAZON COM INC	228,062	228,062
AMBEV S A SPONSORED ADR	51,979	51,979
AMERIPRISE FINCL INC	313,740	313,740
AMETEK INC NEW	39,573	39,573
AMNEAL PHARMACEUTICLS INC CL A	20,893	20,893
APPLE INC	273,778	273,778
APPLIED MATERIALS INC	47,324	47,324
ARCOSA INC	32,147	32,147
ARISTA NETWORKS INC	25,200	25,200
ARROW ELECTRONICS	112,348	112,348
ASSA ABLOY AB UNSP ADR	66,556	66,556
ASSURANT INC	139,173	139,173
ATLAS COPCO AS A ADR A NEW	99,882	99,882
ATMOS ENERGY CP	43,231	43,231
ATRICURE INC COM	15,918	15,918
AVANOS MEDICAL INC	12,606	12,606
AVERY DENNISON CORPORATION	89,355	89,355
AVNET INC	32,206	32,206
BABCOCK & WILCOX ENTERPRIS INC	5,528	5,528
BANC OF CALIFORNIA INC COM	5,170	5,170
BANCO BILBAO VIZ ARG SA ADS	107,252	107,252
BANKUNITED INC	24,841	24,841
BATH & BODY WORKS INC	33,276	33,276
BERRY GLOBAL GROUP INC	120,830	120,830
BHP GROUP LIMITED ADR	139,489	139,489
BIONTECH SE ADR	68,601	68,601
BJS WHSL CLUB HLDGS INC	24,864	24,864
BLACKSTONE INC	54,201	54,201
BLOOM ENERGY CORP COM CL A	19,580	19,580
BOOKING HOLDINGS INC	44,450	44,450
BOOZ ALLEN HAMILTON HLDG CL-A	63,827	63,827
BORG WARNER INC	29,433	29,433
BOSTON PROPERTIES INC	26,805	26,805
BOX,INC. CL A	17,338	17,338
BREAD FINANCIAL HOLDINGS INC	37,123	37,123
BROADCOM INC	412,351	412,351
BROADRIDGE FIN SOLU.LLC	33,537	33,537
BROWN & BROWN INC	24,391	24,391
BRUKER CORPORATION	28,216	28,216
CADENCE DESIGN SYSTEM	26,357	26,357
CALERES INC	17,270	17,270
CANADIAN NATL RAILWAY CO	60,679	60,679
CANNAE HLDGS INC	8,780	8,780
CBRE GROUP INC CL A	39,843	39,843
CELANESE CORP SERIES A COM STK	244,397	244,397
CENTENE CORPORATION (	235,171	235,171
CEVA INC	12,173	12,173
CF INDUSTRIES HOLDINGS,INC	25,520	25,520
CHAMPIONX CORPORATION	30,262	30,262
CHARLES RIVER LABS INTL INC	110,162	110,162
CHATHAM LODGING TRUST COM	9,487	9,487
CHENIERE ENERGY INC	25,948	25,948
CHILDREN'S PLACE INC	8,545	8,545
CHUGAI PHARMACEUTIC UNSP ADR	171,329	171,329
CHURCH & DWIGHT CO INC	31,678	31,678
CIENA CORP NEW	54,642	54,642
CLEAN HARBORS	32,982	32,982
CLEVELAND CLIFFS INC	51,928	51,928
CNX RESOURC CORP	24,000	24,000
COGNYTE SOFTWARE LTD	24,273	24,273
COHERENT CORP	23,637	23,637
COMERICA INC	22,324	22,324
CONCENTRIX CORP	88,585	88,585
CONDUENT INC	29,094	29,094
CONFLUENT INC CLASS A	17,737	17,737
CONSTELLATION BRANDS INC CL A	22,455	22,455
COPART INC	77,812	77,812
CRANE COMPANY	43,003	43,003
CREDICORP LTD	46,328	46,328
CRITEO S.A. ADR	60,869	60,869
CROWDSTRIKE HLDGS INC CL A	31,915	31,915
CROWN HLDGS INC	63,726	63,726
CSX CORP	48,642	48,642
CUMMINS INC	44,800	44,800
CYTOSORBENTS CORP COM NEW	3,489	3,489
D R HORTON INC	78,270	78,270
DAIFUKU CO LTD ADR	49,482	49,482
DARDEN RESTAURANTS	95,294	95,294
DASSAULT SYSTEMS SA ADS	155,876	155,876
DBS GROUP HOLDINGS LTD SP	201,307	201,307
DECKER OUTDOOR CORPORATION	37,825	37,825
DEVON ENERGY CORP NEW	47,157	47,157
DIODES INC	28,101	28,101
DRILL-QUIP INC	13,078	13,078
EASTMAN CHEMICAL COMPANY	29,641	29,641
EBAY INC	290,378	290,378
ELI LILLY & CO	76,363	76,363
EMCOR GROUP INC	38,777	38,777
EMCORE CORP COM NEW	4,595	4,595
ENERPAC TOOL GROUP CORP CL A	22,012	22,012
ENN ENERGY HOLDINGS LTD UNSPON	32,548	32,548
ENTEGRIS INC	69,256	69,256
ENVIRI CORPORATION (NVRI	25,488	25,488
EOG RESOURCES INC	24,069	24,069
EPIROC AKTIEBOLAG ADR	84,510	84,510
ESSEX PROPERTY TRUST INC	32,976	32,976
EXACT SCIENCES CORP	30,406	30,406
EXPEDIA GROUP INC	280,356	280,356
F5 INC	164,841	164,841
FABRINET	28,550	28,550
FACTSET RESEARCH SYSTEMS INC	91,117	91,117
FIDELITY NATL INFORMATION SE	293,082	293,082
FLEXTRONICS INTL LTD	292,492	292,492
FOMENTO ECONOMICO MEXICANO	185,879	185,879
FREEPORT-MCMORAN CL-B	16,219	16,219
GARMIN LTD	22,880	22,880
GATX CORP	30,776	30,776
GEN DIGITAL INC	195,157	195,157
GENMAB A S ADR	61,356	61,356
GLOBAL PAYMENT INC	345,186	345,186
HAEMONETICS CORP	31,981	31,981
HAIER SMART HOME CO LTD ADR	160,965	160,965
HAIN CELESTIAL GROUP	16,053	16,053
HALEON PLC ADR	106,076	106,076
HCA HEALTHCARE INC	253,898	253,898
HDFC BANK LTD ADR	90,800	90,800
HESS CORPORATION	34,454	34,454
HILTON WORLDWIDE HLDGS INC	27,860	27,860
HOLOGIC INC	27,222	27,222
HUBBELL INC	20,427	20,427
HUBSPOT, INC	30,657	30,657
HUMANA INC	39,278	39,278
HUNTINGTON BANCSHARES	20,823	20,823
HUNTINGTON INGALLS INDUSTRIES	32,195	32,195
ICICI BANK LTD	57,526	57,526
INDIE SEMICONDUCTOR CLASS A	6,626	6,626
INFINEON TECHNOLOGIES AG	237,550	237,550
INFINERA CORP	9,187	9,187
INGERSOLL RAND INC	33,024	33,024
INNOVIZ TECHNOLOGIES LTD	9,467	9,467
INTEGRA LIFESCIENCES CRP NEW	13,849	13,849
INTERCONTINENTAL EXCHANGE INC	61,903	61,903
INTERNATIONAL GAME TECHNOLOGY	59,918	59,918
INTUIT INC	72,503	72,503
INTUITIVE SURGICAL INC	41,158	41,158
ITRON INC	34,961	34,961
JABIL CIRCUIT INC	30,831	30,831
JB HUNT TRANS SERV	24,169	24,169
KBR INC	73,363	73,363
KEYCORP NEW	19,757	19,757
KEYSIGHT TECHNOLOGIES INC	28,159	28,159
KOMATSU LTD SPON ADR NEW	70,161	70,161
KYNDRYL HOLDINGS INC	66,517	66,517
L OREAL CO ADR	178,516	178,516
LABORATORY CP AMER HLDGS NEW	39,321	39,321
LAM RESEARCH CORPORATION	46,205	46,205
LEAR CORP	132,596	132,596
LIBERTY GLOBAL LTD CL C	130,816	130,816
LINDE PLC	80,088	80,088
LIONS GATE ENTMNT CORP CL B	44,388	44,388
LITHIA MTRS INC	140,603	140,603
LKQ CORPORATION	27,193	27,193
LOWES COMPANIES INC	44,510	44,510
LULULEMON ATHLETICA INC	28,269	28,269
MACOM TECHNOLOGY SOLU HLDS	71,200	71,200
MANULIFE FINANCIAL CORP	132,114	132,114
MARKFORGED HOLDING CORPORATION	4,250	4,250
MASCO CORP	36,973	36,973
MASTERCARD INC CL A	126,247	126,247
MCKESSON CORP	23,901	23,901
MERCURY SYSTEMS INC	14,774	14,774
META PLATFORMS INC CL A	175,210	175,210
METTLER TOLEDO INTL	41,278	41,278
MICROSOFT CORP	398,602	398,602
MOLINA HEALTHCARE INC	50,222	50,222
MONGODB INC CL A	31,964	31,964
MONOLITHIC PWR SYSTEMS INC	44,937	44,937
MORGAN STANLEY	48,863	48,863
MURPHY OIL CORP	25,297	25,297
NATERA INC COM	21,799	21,799
NESTLE SPON ADR REP REG SHR	66,965	66,965
NETFLIX INC	40,781	40,781
NEW JERSEY RES CP	14,711	14,711
NITORI HLDGS CO LTD ADR	55,644	55,644
NLIGHT, INC.	8,465	8,465
NORTHERN TRUST CORP	16,370	16,370
NORTHWESTERN ENERGY GROUP INC	14,249	14,249
NOV INC	42,669	42,669
NOVOZYMES A/S UNSPONS APR	40,363	40,363
NRG ENERGY INC	181,467	181,467
NVENT ELECTRIC PLC	32,854	32,854
NVIDIA CORPORATION	187,688	187,688
OIL STATES INTL INC	11,855	11,855
OLD DOMINION FREIGHT LINE	26,482	26,482
ON SEMICONDUCTOR CORP	85,034	85,034
ONEOK INC	31,037	31,037
ONESPAN INC.	10,538	10,538
OPENLANE INC	26,480	26,480
ORA SURE TECH INC	16,408	16,408
ORACLE CORP	21,508	21,508
ORMAT TECHNOLOGIES INC	51,386	51,386
OSI SYSTEMS INC	28,262	28,262
PALO ALTO NETWORKS INC	51,604	51,604
PATTERSON -UTI ENERGY INC	13,316	13,316
PATTERSON COMPANIES INC	23,670	23,670
PAYCOM SOFTWARE INC	27,287	27,287
PERFICIENT INC	25,801	25,801
PING AN INSURANCE ADR	28,900	28,900
PINNACLE FINCL PARTNERS INC	29,480	29,480
POOL CORP	48,244	48,244
POPULAR INC COM NEW	38,655	38,655
PORTLAND GENERAL ELEC CO	14,736	14,736
PRIMERICA INC	115,843	115,843
PROGRESSIVE CORP OHIO	106,877	106,877
PT TELEKOMUNIKASI INDONESIA	65,070	65,070
QUALYS INC COM	49,463	49,463
QUANTA SERVICES INC	45,750	45,750
RADWARE LTD	13,261	13,261
RAMBUS INC	63,950	63,950
RAYMOND JAMES FINCL INC	65,116	65,116
REGENERON PHARMACEUTICALS INC	75,088	75,088
REINSURANCE GROUP OF AMERICA	46,431	46,431
RENAISSANCE RE HOLDINGS LTD	33,320	33,320
RESIDEO TECHNOLOGIES INC	50,344	50,344
RESMED INC	28,727	28,727
RIBBON COMMUNICATIONS INC	29,800	29,800
RIO TINTO PLC SPON ADR	102,085	102,085
RLJ LODGING TRUST	10,431	10,431
ROCHE HOLDINGS ADR	90,901	90,901
ROSS STORES INC	35,428	35,428
ROYAL CARIBBEAN GROUP COM	61,637	61,637
ROYALTY PHARMA PLC SHS CLASS A	17,247	17,247
S&P GLOBAL INC COM	50,219	50,219
SABRE CORP COM	19,844	19,844
SAIA INC	45,137	45,137
SAP AG	146,088	146,088
SCHNEIDER ELEC SA UNSP ADR	122,491	122,491
SCHNEIDER NATIONAL INC CL B	25,374	25,374
SEALED AIR CP NEW	23,519	23,519
SEAWORLD ENTERTAINMENT INC	20,551	20,551
SEMTECH CORP	18,799	18,799
SHELL PLC ADR	106,267	106,267
SHIMANO INC ADR	36,722	36,722
SHIONOGI & CO LTD UNSPONS ADR	54,043	54,043
SHISEIDO LTD SPON ADR	31,065	31,065
SNAP-ON INC	37,260	37,260
SNOWFLAKE INC CL A	35,422	35,422
SONOCO PRODUCTS CO	21,957	21,957
SONOVA HLDG AG UNSP ADR	55,229	55,229
SONY GROUP CORPORATION ADR	127,263	127,263
SPS COMMERCE INC	41,676	41,676
STANDARD BIOTOOLS INC	9,183	9,183
STERICYCLE INC	31,272	31,272
STERIS PLC	30,779	30,779
STIFEL FINANCIAL CORPORATION	41,559	41,559
STRATASYS LTD SHS	38,984	38,984
SUN COMMUNITIES INC	27,131	27,131
SUNCOR ENERGY INC	263,177	263,177
SYMRISE AG UNSPONS ADR	66,976	66,976
SYNOPSYS INC	116,370	116,370
SYSCO CORP	33,201	33,201
SYSMEX CORP UNSPON ADR	45,231	45,231
TAIWAN SMCNDCTR MFG CO LTD ADR	212,160	212,160
TAKE TWO INTERACTIVE SOFTWARE	70,013	70,013
TD SYNNEX CORPORATION	160,554	160,554
TECHNIPFMC LTD	80,600	80,600
TELEDYNE TECH INC	59,803	59,803
TEMPUR-PEDIC INT'L INC	32,519	32,519
TENCENT HLDGS LTD UNSPON ADR	56,723	56,723
TESLA INC	87,216	87,216
TETRA TECHNOLOGIES INC DEL	16,647	16,647
TEXAS CAP BNCSHS INC	37,809	37,809
THE CIGNA GROUP	221,892	221,892
THE COOPER COMPANIES INC	55,252	55,252
THE ODP CORP	33,836	33,836
THE SCOTTS MIRACLE-GRO COMPANY	29,325	29,325
THERMO FISHER SCIENTIFIC	40,963	40,963
TJX COS INC NEW	91,652	91,652
TRADE DESK INC CLASS A	28,064	28,064
TRANE TECHNOLOGIES PLC	56,097	56,097
TREEHOUSE FOODS INC	30,010	30,010
TWIN DISC INC	8,080	8,080
UBER TECHNOLOGIES INC	364,679	364,679
ULTA BEAUTY INC	37,731	37,731
UNDER ARMOUR INC CLASS C	15,865	15,865
UNICHARM CORP UNSPON ADR	67,858	67,858
UNISYS CORPORATION	15,826	15,826
UNITED RENTALS INC	342,905	342,905
UNITEDHEALTH GP INC	75,285	75,285
VALVOLINE INC COM	23,863	23,863
VAREX IMAGING CORP	14,535	14,535
VARONIS SYSTEMS INC	17,976	17,976
VEECO INSTRUMENTS INC DEL	62,432	62,432
VERINT SYSTEMS INC	23,246	23,246
VIASAT INC	43,239	43,239
VIAVI SOLUTIONS INC COM	17,280	17,280
VISTRA CORP	54,891	54,891
VORNADO REALTY TRUST	42,488	42,488
WATTS WTR TECH INC A	36,668	36,668
WEBSTER FINCL CORP	33,045	33,045
WEC ENERGY GROUP INC COM	30,470	30,470
WESCO INTL INC	141,364	141,364
WEST PHARMACEUTICAL SVCS INC	33,527	33,527
WHIRLPOOL CORP	110,445	110,445
WILLSCOT MOBILE MINI HOLDINGS	24,787	24,787
WIX COM LTD	31,739	31,739
WORKDAY INC CL A	33,127	33,127
XP INC	48,881	48,881
XPERI INC	19,990	19,990
ZIMVIE INC	15,514	15,514

- TIN:

TY 2023 InvestmentsOtherSchedule2

Name:

1772 FOUNDATION INC

EIN:

22-2578377

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
COHESIVE CAPITAL PARTNERSCPV	FMV	550,636	550,636
TRILANTIC CP VI	FMV	542,142	542,142
HARBOURVEST ACCESS CF V	FMV	625,714	625,714
ALPINVEST VII	FMV	974,221	974,221
TRUEBRIDGE	FMV	29,085	29,085
PREMIER LCP X	FMV	188,952	188,952
THE LYME FOREST FUND IV	FMV	230,260	230,260
THE LYME FOREST FUND V FB LP	FMV	592,486	592,486
THE LYME CONSERVATION OPPORTUNITIES FUND LP	FMV	376,677	376,677
SPDR BLOOMBERG 1-3 MONTH T-B	FMV	233,593	233,593
SPDR BLOOMBERG 1-3 MONTH T-B	FMV	816,570	816,570
INVESCO S&P 500 TOP 50 ETF	FMV	5,694,400	5,694,400
ISHARES COHEN&STEERS REIT ETF	FMV	2,822,799	2,822,799
ISHARES GOLD TRUST	FMV	2,307,610	2,307,610
ISHARES RUSSELL TOP 200 G ETF	FMV	5,608,792	5,608,792
VANGUARD INTERMEDIATE TERM BND	FMV	7,345,770	7,345,770
AMERICAN NEW WORLD F2	FMV	1,181,075	1,181,075

- TIN:

TY 2023 LegalFeesSchedule

Name:

1772 FOUNDATION INC

EIN:

22-2578377

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
LEGAL EXPENSES	27,084	0		27,084

- TIN:

TY 2023 OtherAssetsSchedule

Name:

1772 FOUNDATION INC

EIN:

22-2578377

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
PROGRAM RELATED INVESTMENTS	1,254,363	400,000	400,000
DUE FROM INVESTMENT	72,008	185,041	185,041
PREPAID FEDERAL EXCISE TAX	2,355	7,078	7,078

- TIN:

TY 2023 OtherDecreasesSchedule

Name:

1772 FOUNDATION INC

EIN:

22-2578377

Description	Amount
PROVISION FOR DEFERRED EXCISE TAX	119,133

- TIN:

TY 2023 OtherExpensesSchedule

Name:

1772 FOUNDATION INC

EIN:

22-2578377

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
OFFICE EXPENSE	15,707	785	14,922
DUES & SUBSCRIPTIONS	5,194	260	4,934
PAYROLL SERVICE FEES	2,744	137	2,607
TELEPHONE	1,273	64	1,209
INSURANCE	7,146	357	6,789
OTHER PARTNERSHIP EXPENSES	0	40,416	0

- TIN:

TY 2023 OtherIncomeSchedule2

Name:

1772 FOUNDATION INC

EIN:

22-2578377

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
OTHER PARTNERSHIP INCOME	0	88	0
INTEREST ON PRI	31,328	31,328	31,328
MA TAX CREDIT	50,000		50,000
OTHER INVESTMENT INCOME	12,959	12,959	12,959

- TIN:

TY 2023 OtherIncreasesSchedule

Name:

1772 FOUNDATION INC

EIN:

22-2578377

Description	Amount
UNREALIZED GAIN ON INVESTMENTS	9,035,671

- TIN:

TY 2023 OtherLiabilitiesSchedule

Name:

1772 FOUNDATION INC

EIN:

22-2578377

Description	Beginning of Year - Book Value	End of Year - Book Value
DEFERRED FEDERAL EXCISE TAX LIABILITY	0	119,133

- TIN:

TY 2023 OtherProfessionalFeesSchedule

Name:

1772 FOUNDATION INC

EIN:

22-2578377

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES	422,149	422,149		0
CONSULTING FEES	164,184	0		144,184

- TIN:

TY 2023 TaxesSchedule

Name:

1772 FOUNDATION INC

EIN:

22-2578377

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FEDERAL EXCISE TAX	26,564	0		0
FOREIGN TAXES PAID	18,998	18,998		0