Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
WITHINGTON FOUNDATION INC
C/O ANDREW K ROOKE
Number and street (or P.O. box number if mail is not delivered to street address)7029 SHEAFF LANE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FORT WASHINGTON, PA19034
A Employer identification number

22-3291812
B Telephone number (see instructions)

(215) 591-9573
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$26,323,870J 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 38,378 38,378  
4 Dividends and interest from securities... 239,961 239,961  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 305,586
b Gross sales price for all assets on line 6a 305,586
7 Capital gain net income (from Part IV, line 2)... 305,586
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)....... Click to see attachment
List of Attached Documents:
// Content
-242,237 -336,738  
12 Total. Add lines 1 through 11........ 341,688 247,187  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 10,000 10,000   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
158,893 158,893   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
14,801 4,077   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 47,174 47,174   0
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 230,868 220,144   0
25 Contributions, gifts, grants paid....... 1,181,250 1,181,250
26 Total expenses and disbursements. Add lines 24 and 25 1,412,118 220,144   1,181,250
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,070,430
b Net investment income (if negative, enter -0-) 27,043
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 388,895 347,148 347,148
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 22,444 29,022 29,022
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 8,428,302 Click to see attachment
List of Attached Documents:
// Content
7,210,146 		18,049,363
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
3,566,236 		Click to see attachment
List of Attached Documents:
// Content
3,750,147 		Click to see attachment
List of Attached Documents:
// Content
7,898,337
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 12,405,877 11,336,463 26,323,870
Liabilities 17 Accounts payable and accrued expenses.......... 2,236 1,480
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)......... 2,236 1,480
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........... 12,403,641 11,334,983
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........    
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)..... 12,403,641 11,334,983
30 Total liabilities and net assets/fund balances (see instructions). 12,405,877 11,336,463
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
12,403,641
2
Enter amount from Part I, line 27a .....................
2
-1,070,430
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,772
4
Add lines 1, 2, and 3 ..........................
4
11,334,983
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
11,334,983
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 JPM 9002 P 2023-01-01 2023-12-31
b JPM 9002 P 2023-01-01 2023-12-31
c ML 3311 P 2023-01-01 2023-12-31
d ML 3311 P 2023-01-01 2023-12-31
e
(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 4,284     4,284
b 230,509     230,509
c 56,719     56,719
d 14,074     14,074
e
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       4,284
b       230,509
c       56,719
d       14,074
e
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 2 305,586
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) 1 376
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........................... 3 376
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- ..... 5 376
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 22,683
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 22,683
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 22,307
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow22,307 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
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 arrowANDREW K ROOKE Telephone no.right arrow (610) 940-1660

Located atright arrow7029 SHEAFF LANEFT WASHINGTONPA ZIP+4right arrow19034
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
ANDREW K ROOKE PRESIDENT
20.00 		0 0 0
7029 SHEAFF LANE
FORT WASHINGTON,PA19034
TAYLOR ROOKE VICE PRESIDENT
5.00 		10,000 0 0
422 N BELLEVUE AVE
WAYNE,PA19087
CHARLES C ROOKE SECRETARY TREASURER
10.00 		0 0 0
PO BOX 675882
RANCHO SANTA FE,CA92067
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 arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
17,382,102
b
Average of monthly cash balances.......................
1b
315,858
c
Fair market value of all other assets (see instructions)................
1c
7,857,069
d
Total (add lines 1a, b, and c).........................
1d
25,555,029
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
25,555,029
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
383,325
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
25,171,704
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,258,585
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,258,585
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
376
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
10,346
c
Add lines 2a and 2b............................
2c
10,722
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,247,863
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,247,863
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,247,863
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,181,250
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,181,250
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,247,863
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 1,173,468
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: right arrow$ 1,181,250
a Applied to 2022, but not more than line 2a 1,173,468
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..... 7,782
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 .......... 		1,240,081
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....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ABRAMSON CANCER CENTER

3400 CIVIC CENTER BLVD
PHILADELPHIA,PA19104 		    GENERAL SUPPORT 75,000

ACCESS COMMUNITY CENTER

701 BOOTH ST
CHESTER,PA19013 		    GENERAL SUPPORT 5,000

ALZHEIMER'S SAN DIEGO

6632 CONVOY CT
SAN DIEGO,CA92111 		    ALZHEIMERS SUPPORT 25,000

BANCROFT

1255 CALDWELL RD
CHERRY HILL,NJ08034 		    GENERAL SUPPORT 5,000

BE WELL THERAPY INC

401 S 2ND STREET SUITE 301
PHILADELPHIA,PA19147 		    GENERAL SUPPORT 5,000

BLOCS

555 CROTON RD SUITE 310
KING OF PRUSSIA,PA19406 		    GENERAL SUPPORT 2,500

BOYS & GIRLS CLUB SD

3800 MYKONOS LN
SAN DIEGO,CA92130 		    GENERAL SUPPORT 5,000

BUCKNELL UNVERSITY

301 MARKET ST SUITE 2
LEWISBURG,PA17837 		    GENERAL UNIVERSITY FUNDING SUPPORT 200,000

CAMPERDOWN ACADEMY

501 HOWELL RD
GREENVILLE,SC29615 		    DYSLEXIA IN CHILDREN 3,000

CANCER SOCIETY OF GREENVILLE COUNTY

113 MILLS AVE
GREENVILLE,SC29605 		    CANCER SUPPORT RESEARCH 3,500

CHILDREN'S HOSPITAL SAN DIEGO (RADY'S)

3020 CHILDRENS WAY
SAN DIEGO,CA92123 		    PEDIATRIC HEALTH CENTER 10,000

CHOP FOUNDATION

PO BOX 781352
PHILADELPHIA,PA19178 		    CHILDRENS TREATMENT SUPPORT 21,000

CHRIST CHURCH EPISCOPAL

10 N CHURCH ST
GREENVILLE,SC29601 		    GENERAL SUPPORT 5,000

CHRIST CHURCH EPISCOPAL SCHOOL

245 CAVALIER DR
GREENVILLE,SC29607 		    UNDERGRADUATE EDUCATIONAL FUNDING 30,000

COLBY SAWYER COLLEGE

541 MAIN STREET
NEW LONDON,NH03257 		    GENERAL SUPPORT 200,000

COMMUNITY FOUNDATION OF GREENVILLE

60 E WASHINGTON ST SUITE A
GREENVILLE,SC29601 		    SUPPORT GREENVILLE COMMUNITY 2,500

COMMUNITY PARTNERSHIP SCHOOL

1936 N JUDSON ST
PHILADELPHIA,PA19121 		    INDEPENDENT ELEMENTRY SCHOOL 40,000

COMPUTER TO SD KIDS

8324 MIRAMAR MALL
SAN DIEGO,CA92121 		    COMPUTERS FOR UNDERPRIVILEGED CHILDREN 15,000

COPE CENTER - JILL DOELP

104 BLOOMFIELD AVENUE
MONTCLAIR,NJ07042 		    GENERAL SUPPORT 15,000

CUREBOUND

9191 TOWNE CENTRE DR 310
SAN DIEGO,CA92122 		    GENERAL SUPPORT 50,000

DARTMOUTH COLLEGE

6066 DEVELOPMENT OFFICE
HANOVER,NH03755 		    EDUCATIONAL SUPPORT 20,000

FAIRFIELD UNIVERSITY

1073 N BENSON RD
FAIRFIELD,CT06824 		    GENERAL UNIVERSITY FUNDING SUPPORT 40,000

FIRST PRESBYTERIAN CHURCH OF NEW VERNON

2 LEES HILL RD
NEW VERNON,NJ07976 		    GENERAL SUPPORT 10,000

FIRST TEE OF UPSTATE

1168 N PLEASANTBURG
GREENVILLE,SC29607 		    GENERAL SUPPORT 2,500

HELPAWS

1717 N BAYSHORE DR APT 3632
MIAMI,FL33132 		    GENERAL SUPPORT 3,000

HIGHLAND HISTORICAL SOCIETY

7001 SHEAFF LN
FORT WASHINGTON,PA19034 		    PRESERVATION OF HISTORICAL SITES 57,500

HOPEWAY

1717 SHARON ROAD WEST
CHARLOTTE,NC28210 		    MENTAL WELLNESS SUPPORT 10,000

INDEPENDENCE SEAPORT MUSEUM

211 S COLUMBUS BLVD
PHILADELPHIA,PA19106 		    GENERAL SUPPORT 5,000

JASMINE ROAD

PO BOX 25452
GREENVILLE,SC29616 		    GENERAL SUPPORT 3,000

KANAWHA SALINES FOUNDATION

4797 MIDLAND DR
CHARLESTON,WV25306 		    GENERAL SUPPORT 5,000

LA JOLLA COUNTRY DAY

9490 GENESEE AVE
LA JOLLA,CA92037 		    COLLEGE PREP TO DEVELOP SCHOLARS 2,500

LA JOLLA PLAYHOUSE

2910 LA JOLLA VILLAGE DR
LA JOLLA,CA92037 		    SUPPORT INNOVATIVE COMPELLING THEATER 7,500

LEWISBURG CEMETARY

PO BOX 271201 S 7TH ST
LEWISBURG,PA17837 		    GENERAL SUPPORT 500

LOCHLAND SCHOOL

1065 LOCHLAND RD
GENEVA,NY14456 		    DISABLED ADULT SUPPORT 5,000

MAIN LINE ANIMAL RESCUE

1149 PIKE SPRINGS ROAD
PHOENIXVILLE,PA19460 		    GENERAL SUPPORT 8,500

MORRISTOWN BEARD SCHOOL

70 WHIPPANY RD
MORRISTOWN,NJ07960 		    EDUCATIONAL SUPPORT 5,000

MORRISTOWN MEMORIAL HEALTH FND

475 SOUTH STREET FIRST FLOOR
MORRISTOWN,NJ07960 		    GENERAL SUPPORT 45,000

MT PLEASANT ANIMAL SHELTER

194 NJ-10
EAST HANOVER,NJ07936 		    GENERAL SUPPORT 5,000

NEIGHBORHOOD ACADEMY

709 N AIKEN AVE
PITTSBURGH,PA15206 		    GENERAL SUPPORT 2,500

PAOLI HOSPITAL FOUNDATION

255 WEST LANCASTER AVE MOB 3 SUITE
231
PAOLI,PA19301 		    GENERAL SUPPORT 15,000

ROLLINS COLLEGE

1000 HOLT AVE
WINTER PARK,FL32789 		    EDUCATIONAL SUPPORT 7,500

SCRIPPS HEALTH FOUNDATION

4275 CAMPUS POINT CT
SAN DIEGO,CA92121 		    CARDIOVASCULAR TREATMENT 19,750

SD NICE GUYS

PO BOX 881456
SAN DIEGO,CA92168 		    GENERAL SUPPORT 2,500

SNAP

1600 PACIFIC HWY
SAN DIEGO,CA92101 		    SOLUTION FOR PET OVER POPULATION 20,000

SPRINGSIDE CHESTNUT HILL ACADEMY

500 W WILLOW GROVE AVE
PHILADELPHIA,PA19118 		    GENERAL SUPPORT 10,000

ST ANDREWS PRIORY

224 QUEEN EMMA SQUARE
HONOLULU,HI96813 		    SUPPORT OF ALL GIRLS EDUCATION 25,000

ST MARY'S EPISCOPAL CHURCH

104 LOUELLA AVE
WAYNE,PA19087 		    GENERAL SUPPORT 2,500

ST PETER'S EPISCPOAL CHURCH

46 SOUTH LAUREL STREET
HAZLETON,PA18201 		    SUPPORT THE CHURCH 5,000

ST THOMAS' CHURCH WHITEMARSH

PO BOX 247
FORT WASHINGTON,PA19034 		    SUPPORT THE CHURCH 10,000

THE COMMUNITY SCHOOL

PO BOX 2118
SUN VALLEY,ID83353 		    EDUCATIONAL FUNDING 4,000

TRUSTEES OF THE UNIVERSITY OF PA

PO BOX 70259
PHILADELPHIA,PA19176 		    SUPPORT THE ANNUAL FUND 80,000

UNIVERSITY OF DENVER

2199 S UNIVERSITY BLVD
DENVER,CO80208 		    SUPPORT THE ANNUAL FUND 10,000

WAYNES PRESBYTERIAN NURSERY SCHOOL

125 E LANCASTER AVE
WAYNE,PA19087 		    GENERAL SUPPORT 2,500

WEST VIRGINIA UNIVERSITY

PO BOX 1650
MORGANTOWN,WV26507 		    SUPPORT WV UNIVERSITY 10,000

YMCA OF GREENVILLE

721 CLEVELAND ST
GREENVILLE,SC29601 		    SUPPORT YOUNG MEN'S HEALTH & ATHLETE 2,500
Total .................................right arrow 3a 1,181,250
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 38,378  
4 Dividends and interest from securities ....     14 239,961  
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 .....     14 6  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 305,586  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME(LOSS) FROM K-1'S 		900003 94,501 14 -319,605  
b1231 INCOME FROM K-1'S     18 -17,139  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 94,501 247,187 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
341,688
(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 ExplnOfNonFilingWithAGStmt
Name:
WITHINGTON FOUNDATION INC
 
C/O ANDREW K ROOKE
EIN:
22-3291812
Statement:
NOT REQUIRED BY STATE.

TY 2023 InvestmentsCorpStockSchedule
Name:
WITHINGTON FOUNDATION INC
 
C/O ANDREW K ROOKE
EIN:
22-3291812
Name of Stock End of Year Book Value End of Year Fair Market Value
3M COMPANY 38,265 54,660
AIR PRODUCTS & CHEM 36,576 136,900
ALPHABET INC SHS CL A 54,062 412,086
ALPHABET INC SHS CL C 54,762 422,790
AMAZON COM INC COM 292,101 607,760
AMER EXPRESS COMPANY 96,452 187,340
AMERICAN WTR WKS CO INC 47,942 79,194
APPLE INC 62,064 1,540,240
BANK OF AMERICA COPR 61,210 67,340
BECTON DICKINSON CO 40,678 121,915
BERKSHIRE HATHAWAYINC 116,008 285,328
BOEING COMPANY 25,921 104,264
CANADIAN PACIFIC RAILWAY 60,991 158,120
CATERPILLAR INC DEL 27,404 147,835
FIDELITY 500 INDEX FD-AL - JPM 9002 731,842 1,248,612
CHEVRON CORP 56,740 104,412
FIDELITY INTL INDX-INST PRM FUND - JPM 9002 100,484 122,749
CITIGROUP INC COM NEW 33,589 46,296
FINANCIAL SELECT SECTOR SPDR 104,505 137,954
CLEARPOINT NEURO INC 45,426 10,185
COCA COLA COM 36,929 76,609
COLGATE PALMOLIVE 31,900 79,710
COMCAST CORP NEW CL A 31,561 43,850
COMM SERVICES SELECT 90,512 130,788
CONSOLIDATED EDISON INC 16,320 36,388
CONSUMER DISCRETIONARY 239,993 357,620
DISNEY (WALT) CO COM STK 8,406 27,087
ELI LILLY & CO 37,442 320,606
EMBECTA CORP REG SHS 963 1,893
EXXON MOBIL CORP COM 38,080 99,980
FACTSET RESH SYS INC 30,255 238,525
FEDEX CORP DELAWARE COM 43,801 126,485
FIRST TRUST DOW JONES 148,522 410,410
GENL DYNAMICS CORP COM 27,462 51,934
HEALTH CARE SELECT SPDR 60,917 136,380
HERSHEY COMPANY 53,342 149,152
HOME DEPOT INC 46,536 259,913
INGERSOLL-RAND PLC 9,057 68,214
INTL BUSINESS MACHINES 51,358 81,775
ISHARES BIOTECHNOLOGY 53,788 285,285
ISHARES CORE S&P MIDCAP ETF 79,713 93,122
JOHNSON AND JOHNSON COM 0 156,740
JPMORGAN CHASE & CO 112,188 255,150
L3HARRIS TECHNOLOGIES 56,760 136,903
LAM RESEARCH CORP COM 72,597 783,260
MCDONALDS CORP COM 30,415 148,255
MCKESSON CORPORATION COM 29,428 277,788
META PLATFORMS INC 135,128 353,960
MICROSOFT CORP 98,717 376,040
NESTLE S A REP RG SH ADR 39,880 115,630
MIMEDX GROUP INC 46,913 41,833
ORACLE CORP $0.01 DEL 36,454 131,788
PEPSICO INC 52,983 118,888
PROCTER & GAMBLE CO 32,060 146,540
ROBO GLOBAL ROBOTICS ROBO 58,940 114,600
ROCHE HLDG LTD SPN ADR 24,615 36,230
RTX CORP 11,548 42,070
SALESFORCE COM INC 116,792 263,140
SECTOR SPDR ENERGY 145,320 192,832
SECTOR SPDR INDUSTRIAL 100,606 148,187
SPDR S P BIOTECH 46,091 133,935
SPDR US FINANCIAL SECTOR 72,099 75,200
STRYKER CORP 44,917 209,622
TESLA INC 76,629 62,120
TRANE TECHNOLOGIES PLC 31,009 243,900
UNION PACIFIC CORP 32,111 245,620
JPM BETABLDRS DEVELO ASIA X-JPN 80,978 117,019
UNITED HEALTH GROUP INC UNH 84,692 263,235
UNITED PARCEL SVC CL B 104,315 200,468
VANGUARD INFORMATION 117,165 484,000
VERIZON COMMUNICATNS COM 31,248 32,045
JPMORGAN BETABUILDERS EUROPE ETF- JPM 9002 45,437 45,725
JPMORGAN BETABUILDERS JAPAN - ETF - JPM 9002 147,721 175,469
VISA INC CL A SHRS 54,612 182,245
WAL-MART STORES INC 45,089 118,238
SIX CIRCLE MGD EQ INTL UNICON 589,043 788,320
SIX CIRCLE MGD EQ US UNICON 1,114,879 1,689,516
JPMORGAN BETABUILDERS DEVELO 66,888 71,146

TY 2023 OtherAssetsSchedule
Name:
WITHINGTON FOUNDATION INC
 
C/O ANDREW K ROOKE
EIN:
22-3291812
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
HUFF ENERGY FUND 1,493,579 1,507,861 3,536,587
CARDIO VASCULAR INC 500,000 500,000 500,000
CLEARPOINT NEURO 340,411 340,411 70,290
CURTIS INVESTORS -499,314 -752,605 697,413
CLEARPOINT NEURO 1 1  
WHITEMARSH HOTEL 524,099 506,420 915,275
KEYSTONE PREFERRED 685,448 685,571 1,061,028
VVEASTON LLC 100,605 100,682 100,000
PG ROOKE 282,075 263,870 272,580
NEWSPRING HEALTH CAPITAL IV 139,332 76,674 169,331
CHESTNUT ST. 0 249,960 250,000
BLUE OWL 0 231,032 325,833
NSH IV BLOCKED AIV LP 0 40,270 0


TY 2023 OtherIncomeSchedule2
Name:
WITHINGTON FOUNDATION INC
 
C/O ANDREW K ROOKE
EIN:
22-3291812
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 6 6 6
OTHER INCOME(LOSS) FROM K-1'S -225,104 -319,605 -225,104
1231 INCOME FROM K-1'S -17,139 -17,139 -17,139


TY 2023 OtherIncreasesSchedule
Name:
WITHINGTON FOUNDATION INC
 
C/O ANDREW K ROOKE
EIN:
22-3291812
Description Amount
BOOK TAX DIFFERENCE 1,772


TY 2023 OtherProfessionalFeesSchedule
Name:
WITHINGTON FOUNDATION INC
 
C/O ANDREW K ROOKE
EIN:
22-3291812
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PORTFOLIO MANAGEMENT FEES 122,941 122,941   0
ACCOUNTING FEES 35,739 35,739   0
BANK FEES 213 213   0


TY 2023 TaxesSchedule
Name:
WITHINGTON FOUNDATION INC
 
C/O ANDREW K ROOKE
EIN:
22-3291812
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 4,077 4,077   0
EXCISE TAX 376 0   0
UBTI EXPENSE 10,348 0   0