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
THE COSMAN FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1532 AFT
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PENNINGTON, NJ08534
A Employer identification number

41-2193117
B Telephone number (see instructions)

(888) 866-3275
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$9,476,159J 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) 420,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 178,088 178,088  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 355,963
b Gross sales price for all assets on line 6a 8,865,525
7 Capital gain net income (from Part IV, line 2)... 355,963
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
29,905    
12 Total. Add lines 1 through 11........ 983,956 534,051  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,250 0 0 1,250
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
100,294 60,176   40,117
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
16,427 5,397   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
165 140   25
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 118,136 65,713 0 41,392
25 Contributions, gifts, grants paid....... 392,000 392,000
26 Total expenses and disbursements. Add lines 24 and 25 510,136 65,713 0 433,392
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 473,820
b Net investment income (if negative, enter -0-) 468,338
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 420,157 420,801 420,801
2 Savings and temporary cash investments......... 506,704 242,160 242,160
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 955,353 Click to see attachment
List of Attached Documents:
// Content
1,128,566 		1,020,037
b Investments—corporate stock (attach schedule)....... 1,191,915 Click to see attachment
List of Attached Documents:
// Content
1,860,222 		2,602,220
c Investments—corporate bonds (attach schedule)....... 433,088 Click to see attachment
List of Attached Documents:
// Content
453,934 		421,164
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).......... 4,454,867 Click to see attachment
List of Attached Documents:
// Content
4,336,652 		4,769,777
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,962,084 8,442,335 9,476,159
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 7,962,084 8,442,335
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 7,962,084 8,442,335
30 Total liabilities and net assets/fund balances (see instructions). 7,962,084 8,442,335
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
7,962,084
2
Enter amount from Part I, line 27a .....................
2
473,820
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
7,134
4
Add lines 1, 2, and 3 ..........................
4
8,443,038
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
703
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,442,335
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 30. ALPHABET INC SHS CL C   2019-01-03 2023-11-02
b 24. ALPHABET INC SHS CL C   2020-05-15 2023-11-02
c 28. ALPHABET INC SHS CL A   2014-01-06 2023-11-02
d 26. ALPHABET INC SHS CL A   2015-05-19 2023-11-02
e 94. AMAZON COM INC   2020-03-24 2023-06-23
56. AMAZON COM INC   2020-03-24 2023-11-02
16. ANALOG DEVICES INC   2022-02-16 2023-06-23
77. ANALOG DEVICES INC   2021-07-19 2023-06-23
178. ANALOG DEVICES INC   2023-01-12 2023-11-03
10. ANALOG DEVICES INC   2022-02-16 2023-11-03
78. APPLE INC   2019-01-03 2023-11-02
54. APPLIED MATERIALS INCORPORATED   2020-08-24 2023-11-02
34. APPLIED MATERIALS INCORPORATED   2020-08-24 2023-12-21
63. APPLIED MATERIALS INCORPORATED   2020-09-21 2023-12-21
232. AVANTOR INC   2023-01-12 2023-11-02
32000. BAT CAPITAL CORP   2020-09-25 2023-02-24
4000. BAT CAPITAL CORP   2023-01-12 2023-02-24
3000. BAT CAPITAL CORP   2022-01-05 2023-02-24
10000. BAT CAPITAL CORP   2021-06-01 2023-02-24
9000. BAT CAPITAL CORP   2020-11-30 2023-02-24
7000. BAT CAPITAL CORP   2021-01-22 2023-02-24
160. BATH & BODY WORKS INC   2022-07-05 2023-04-12
72. BATH & BODY WORKS INC   2022-07-05 2023-04-13
104. BATH & BODY WORKS INC   2023-01-12 2023-04-13
298. BATH & BODY WORKS INC   2023-01-12 2023-04-14
89. BATH & BODY WORKS INC   2023-01-12 2023-04-17
117. CBRE GROUP INC   2020-07-27 2023-06-20
114. CBRE GROUP INC   2020-08-24 2023-06-21
33. CBRE GROUP INC   2020-07-27 2023-06-21
57. CBRE GROUP INC   2023-01-12 2023-06-21
21. CBRE GROUP INC   2021-01-22 2023-06-21
65. CBRE GROUP INC   2023-01-12 2023-06-22
32. CAPITAL ONE FINANCIAL CORPORATION   2020-12-18 2023-02-06
232. CAPITAL ONE FINANCIAL CORPORATION   2023-01-12 2023-02-06
27. CATERPILLAR INC   2022-01-05 2023-03-07
7. CATERPILLAR INC   2022-02-01 2023-09-08
55. CATERPILLAR INC   2022-01-05 2023-09-08
149. CIENA CORP   2022-09-20 2023-10-03
58. CIENA CORP   2022-10-03 2023-10-03
214. CIENA CORP   2022-10-03 2023-12-06
9. CIENA CORP   2023-01-12 2023-12-06
51. COMCAST CORP   2018-07-27 2023-11-02
36. COMCAST CORP   2023-01-12 2023-11-02
116. COMCAST CORP   2016-10-20 2023-11-02
24. COMCAST CORP   2016-08-08 2023-11-02
60. COMCAST CORP   2016-01-06 2023-11-02
220. COMCAST CORP   2018-05-25 2023-11-02
49. CORTEVA INC   2020-01-31 2023-11-02
77. CORTEVA INC   2020-05-15 2023-11-02
38. DOLLAR TREE INC   2020-05-15 2023-11-02
41. FACEBOOK INC   2022-12-27 2023-04-06
30. FACEBOOK INC   2022-12-27 2023-06-23
37. FACEBOOK INC   2022-12-27 2023-07-24
13. FACEBOOK INC   2022-12-27 2023-11-02
365. FIDELITY NATL INFORMATION SVCS INC COM   2023-01-12 2023-05-02
255. FIDELITY NATL INFORMATION SVCS INC COM   2023-01-12 2023-05-03
6. FIRST CITIZENS BANCSHARES INC/NC   2022-03-24 2023-05-03
2. FIRST CITIZENS BANCSHARES INC/NC   2022-02-16 2023-05-03
12. FIRST CITIZENS BANCSHARES INC/NC   2022-02-01 2023-05-03
15. FIRST CITIZENS BANCSHARES INC/NC   2022-03-24 2023-05-10
47. FLEETCOR TECHNOLOGIES INC   2023-01-12 2023-10-03
36. FLEETCOR TECHNOLOGIES INC   2023-01-12 2023-11-02
53. FLEETCOR TECHNOLOGIES INC   2023-01-12 2023-12-06
21. FLEETCOR TECHNOLOGIES INC   2023-01-12 2023-12-12
31. FLEETCOR TECHNOLOGIES INC   2023-01-12 2023-12-13
28. FORTIVE CORP   2019-08-22 2023-11-02
45. FORTIVE CORP   2019-09-23 2023-11-02
8. FORTIVE CORP   2020-01-31 2023-11-02
356. FOX CORP   2020-07-27 2023-12-19
93. FOX CORP   2023-01-12 2023-12-20
155. FOX CORP   2021-01-22 2023-12-20
29. FOX CORP   2020-07-27 2023-12-20
109. GENERAL MOTORS CO   2020-01-31 2023-11-02
95. GENERAL MOTORS CO   2020-01-31 2023-11-22
98. GENERAL MOTORS CO   2020-01-31 2023-11-24
152. GENERAL MOTORS CO   2020-05-15 2023-11-24
83. GENERAL MOTORS CO   2020-08-24 2023-11-24
278. GENERAL MOTORS CO   2023-01-12 2023-11-27
246. GENERAL MOTORS CO   2020-08-24 2023-11-27
16. HUMANA INC   2021-01-29 2023-02-10
32. INTERCONTINENTAL EXCHANGE INC   2022-06-27 2023-11-02
9. INTERCONTINENTAL EXCHANGE INC   2021-01-22 2023-11-02
6648. ISHARES EDGE MSCI MIN VOL EMERGING MKTS   2023-01-12 2023-01-25
303. ISHARES EDGE MSCI MIN VOL EMERGING MKTS   2022-11-01 2023-01-25
26. ISHARES TIPS BOND ETF   2023-07-21 2023-11-02
398. ISHARES TIPS BOND ETF   2023-07-21 2023-11-16
733. ISHARES CORE S&P 500 ETF   2022-06-28 2023-01-25
192. ISHARES CORE S&P 500 ETF   2023-01-12 2023-01-25
15. ISHARES CORE S&P 500 ETF   2022-06-13 2023-01-25
86. ISHARES CORE S&P 500 ETF   2023-01-12 2023-11-02
15. ISHARES IBOXX $ INVT GRADE CORP BD   2023-07-21 2023-11-02
153. ISHARES S&P 500 GROWTH ETF   2023-07-21 2023-11-02
25. ISHARES S&P 500 GROWTH ETF   2023-07-21 2023-11-16
506. ISHARES CORE S&P MID-CAP ETF   2023-07-21 2023-11-16
483. ISHARES RUSSELL 1000 VALUE ETF   2022-11-16 2023-01-12
5171. ISHARES RUSSELL 1000 ETF   2022-11-16 2023-01-12
72. ISHARES RUSSELL 1000 ETF   2022-11-16 2023-01-12
44. ISHARES US TECHNOLOGY ETF   2022-11-01 2023-01-25
1983. ISHARES US TECHNOLOGY ETF   2022-11-01 2023-07-21
94. ISHARES US TECHNOLOGY ETF   2022-11-01 2023-07-21
111. ISHARES US TECHNOLOGY ETF   2022-11-01 2023-11-02
11. ISHARES CORE S&P SMALL CAP ETF   2023-01-25 2023-03-22
1254. ISHARES CORE S&P SMALL CAP ETF   2023-01-12 2023-03-22
441. ISHARES JP MORGAN USD EMERGING MKTS   2023-01-25 2023-03-22
461. ISHARES JP MORGAN USD EMERGING MKTS   2023-01-25 2023-07-21
26. ISHARES JP MORGAN USD EMERGING MKTS   2023-01-25 2023-11-02
500. ISHARES JP MORGAN USD EMERGING MKTS   2023-01-25 2023-11-16
8818. ISHARES MSCI KLD 400 SOCIAL ETF   2022-11-16 2023-01-12
694. ISHARES MSCI KLD 400 SOCIAL ETF   2022-11-16 2023-01-12
654. ISHARES MBS ETF   2022-11-01 2023-07-21
106. ISHARES MBS ETF   2022-11-01 2023-11-02
194. ISHARES 10-20 YEAR TREASURY BOND ETF   2022-02-16 2023-01-25
196. ISHARES 10-20 YEAR TREASURY BOND ETF   2022-02-16 2023-03-22
151. ISHARES 10-20 YEAR TREASURY BOND ETF   2022-02-16 2023-03-22
482. ISHARES 10-20 YEAR TREASURY BOND ETF   2022-08-02 2023-07-21
20. ISHARES 10-20 YEAR TREASURY BOND ETF   2023-01-12 2023-07-21
196. ISHARES 10-20 YEAR TREASURY BOND ETF   2022-02-16 2023-07-21
46. ISHARES 10-20 YEAR TREASURY BOND ETF   2022-06-13 2023-07-21
108. ISHARES MSCI EAFE VALUE ETF   2022-06-28 2023-01-25
280. ISHARES MSCI EAFE VALUE ETF   2022-06-28 2023-03-22
1555. ISHARES MSCI EAFE VALUE ETF   2022-11-01 2023-03-22
384. ISHARES MSCI EAFE VALUE ETF   2023-01-12 2023-03-22
703. ISHARES MSCI EAFE VALUE ETF   2023-01-12 2023-11-02
1580. ISHARES MSCI EAFE VALUE ETF   2023-01-12 2023-11-16
89. ISHARES MSCI EAFE GROWTH ETF   2022-06-13 2023-07-21
1577. ISHARES MSCI EAFE GROWTH ETF   2023-01-12 2023-07-21
1949. ISHARES MSCI EAFE GROWTH ETF   2023-01-12 2023-11-16
526. ISHARES EDGE MSCI MIN VOL USA ETF   2023-01-12 2023-07-21
162. ISHARES EDGE MSCI MIN VOL USA ETF   2023-01-12 2023-11-02
630. ISHARES EDGE MSCI MIN VOL USA ETF   2023-01-25 2023-11-16
1595. ISHARES EDGE MSCI MIN VOL USA ETF   2023-01-12 2023-11-16
35. ISHARES EDGE MSCI MIN VOL USA ETF   2023-03-22 2023-11-16
1238. ISHARES EDGE MSCI USA QUALITY FACTOR ETF   2023-03-22 2023-07-21
335. ISHARES EDGE MSCI USA QUALITY FACTOR ETF   2023-03-22 2023-11-02
53. ISHARES EDGE MSCI USA QUALITY FACTOR ETF   2023-03-22 2023-11-16
16. ISHARES EDGE MSCI USA VALUE FACTOR ETF   2022-06-13 2023-01-25
849. ISHARES EDGE MSCI USA VALUE FACTOR ETF   2023-01-12 2023-01-25
9. ISHARES EDGE MSCI USA VALUE FACTOR ETF   2022-08-02 2023-01-25
17. ISHARES EDGE MSCI USA MOMENTUM FACTOR   2023-01-25 2023-03-22
130. ISHARES EDGE MSCI USA MOMENTUM FACTOR   2023-01-12 2023-03-22
12. ISHARES EDGE MSCI USA MOMENTUM FACTOR   2022-11-01 2023-03-22
1012. ISHARES EDGE MSCI USA MOMENTUM FACTOR   2022-11-01 2023-03-22
1072. ISHARES CORE MSCI EMERGING MARKETS ETF   2023-01-25 2023-03-22
312. ISHARES CORE MSCI EMERGING MARKETS ETF   2023-01-25 2023-11-02
3600. ISHARES CORE MSCI EMERGING MARKETS ETF   2023-01-25 2023-11-16
1505. ISHARES 0-5 YEAR HIGH   2022-11-01 2023-01-25
1599. ISHARES 0-5 YEAR HIGH   2022-11-01 2023-03-22
259. ISHARES 0-5 YEAR HIGH   2023-01-12 2023-03-22
156. ISHARES 0-5 YEAR HIGH   2022-11-01 2023-03-22
3658. ISHARES CORE TOTAL USD BOND MARKET ETF   2023-03-22 2023-07-21
337. ISHARES TREASURY FLOATING RATE BOND ETF   2023-07-21 2023-11-02
762. ISHARES CONVERTIBLE BOND ETF   2022-06-28 2023-01-25
87. ISHARES CONVERTIBLE BOND ETF   2023-01-12 2023-01-25
20. ISHARES CONVERTIBLE BOND ETF   2022-08-02 2023-01-25
27. ISHARES CONVERTIBLE BOND ETF   2022-06-28 2023-01-25
2614. ISHARES EDGE MSCI   2022-11-16 2023-01-12
18484. ISHARES EDGE MSCI   2022-11-16 2023-01-12
6967. ISHARES MSCI USA ESG   2023-01-12 2023-03-22
322. ISHARES MSCI USA ESG   2022-06-13 2023-03-22
1777. ISHARES MSCI USA ESG   2023-01-12 2023-07-21
170. ISHARES MSCI USA ESG   2023-01-25 2023-07-21
80. ISHARES MSCI USA ESG   2023-01-25 2023-11-02
21. ISHARES MSCI USA ESG   2023-01-25 2023-11-16
29. ISHARES TR   2022-06-28 2023-07-21
2. J P MORGAN CHASE & CO COM   2016-10-20 2023-11-02
19. J P MORGAN CHASE & CO COM   2016-02-12 2023-11-02
15. J P MORGAN CHASE & CO COM   2016-01-06 2023-11-02
16. LABORATORY CORP AMER HLDGS COM NEW   2018-10-25 2023-11-02
10. LABORATORY CORP AMER HLDGS COM NEW   2019-01-03 2023-11-02
5. LABORATORY CORP AMER HLDGS COM NEW   2019-01-03 2023-12-21
61. LABORATORY CORP AMER HLDGS COM NEW   2020-05-15 2023-12-21
62. MARVELL TECH INC   2023-05-18 2023-11-02
2. MICROSOFT CORPORATION   2016-01-20 2023-07-24
20. MICROSOFT CORPORATION   2016-10-20 2023-07-24
6. MICROSOFT CORPORATION   2016-02-22 2023-07-24
32. MICROSOFT CORPORATION   2016-10-20 2023-11-02
18. MONDELEZ INTERNATIONAL INC   2022-02-01 2023-11-02
14. MONDELEZ INTERNATIONAL INC   2022-02-16 2023-11-02
52. MONDELEZ INTERNATIONAL INC   2022-03-10 2023-11-02
173. MONSTER BEVERAGE SHS   2022-04-26 2023-06-23
141. MONSTER BEVERAGE SHS   2022-04-26 2023-09-08
70. MONSTER BEVERAGE SHS   2022-05-23 2023-09-08
18. NOVO-NORDISK A S ADR   2018-01-18 2023-07-07
2. NOVO-NORDISK A S ADR   2017-10-30 2023-07-07
19. NOVO-NORDISK A S ADR   2018-01-22 2023-07-07
21. NOVO-NORDISK A S ADR   2018-01-19 2023-07-07
50. NOVO-NORDISK A S ADR   2019-01-03 2023-11-02
2. NOVO-NORDISK A S ADR   2018-01-22 2023-11-02
109. OTIS WORLDWIDE CORP REG   2020-05-15 2023-06-23
86. OTIS WORLDWIDE CORP REG   2020-05-15 2023-09-08
66. PROGRESSIVE CORP OHIO COM   2021-11-22 2023-07-24
6. PROGRESSIVE CORP OHIO COM   2021-12-13 2023-07-24
49. PROGRESSIVE CORP OHIO COM   2021-12-13 2023-11-02
3. PROGRESSIVE CORP OHIO COM   2021-12-13 2023-11-07
59. REINSURANCE GROUP OF AMERICA INC   2022-04-26 2023-06-23
6. ROSS STORES INC   2020-05-15 2023-01-27
13. ROSS STORES INC   2020-07-27 2023-02-10
50. ROSS STORES INC   2020-05-15 2023-02-10
44. ROSS STORES INC   2020-07-27 2023-11-02
170. SANOFI ADR   2020-03-24 2023-07-07
18. SANOFI ADR   2019-10-23 2023-07-07
241. SCHWAB CHARLES CORP NEW COM   2023-01-12 2023-06-27
162. SCHWAB CHARLES CORP NEW COM   2022-10-19 2023-06-27
274. SEALED AIR CORP   2023-01-12 2023-08-31
344. SEALED AIR CORP   2023-01-12 2023-09-01
144. SEALED AIR CORP   2023-01-12 2023-09-05
32. SONY CORP/AMER SHARES NEW/   2023-04-10 2023-11-02
33. TKO GROUP HOLDINGS INC   2021-08-24 2023-11-02
69. UNILEVER PLC W/I (UK/USD) US9047677045   2020-03-24 2023-11-02
1000. U.S. TREASURY NOTE   2021-12-20 2023-09-07
5000. U.S. TREASURY NOTE   2023-01-12 2023-09-07
30000. U.S. TREASURY NOTE   2021-12-20 2023-09-07
4000. U.S. TREASURY NOTE   2022-01-05 2023-09-07
28000. U.S. TREASURY NOTE   2022-01-27 2023-01-27
1000. U.S. TREASURY NOTE   2022-01-27 2023-10-04
30000. U.S. TREASURY NOTE   2022-03-25 2023-10-04
1000. U.S. TREASURY NOTE   2022-01-27 2023-10-04
12000. U.S. TREASURY NOTE   2022-03-25 2023-11-09
10000. U.S. TREASURY NOTE   2023-01-12 2023-11-09
25000. U.S. TREASURY NOTE   2022-05-25 2023-05-18
3000. U.S. TREASURY NOTE   2023-01-12 2023-05-18
1000. U.S. TREASURY NOTE   2022-05-25 2023-05-18
21000. U.S. TREASURY NOTE   2022-08-30 2023-06-16
32000. U.S. TREASURY NOTE   2022-07-26 2023-07-27
4000. U.S. TREASURY NOTE   2023-01-12 2023-11-29
25000. U.S. TREASURY NOTE   2022-08-30 2023-11-29
12. UNITEDHEALTH GROUP INC   2019-01-03 2023-11-02
1410. VANGUARD FTSE DEVELOPED MARKETS ETF   2022-11-16 2023-01-12
8205. VANGUARD FTSE DEVELOPED MARKETS ETF   2022-11-16 2023-01-12
935. VANGUARD INTL EQTY INDX   2022-11-16 2023-01-12
7840. VANGUARD INTL EQTY INDX   2022-11-16 2023-01-12
602. VANGUARD SMALL-CAP ETF   2022-11-16 2023-01-12
90. VISA INC   2020-03-24 2023-04-06
49. VISA INC   2020-02-27 2023-04-06
81. VISA INC   2021-01-22 2023-06-23
62. VISA INC   2020-03-24 2023-06-23
46. VOYA FINL INC SHS   2022-10-03 2023-11-02
87. AXALTA COATING SYSTEMS   2020-07-27 2023-11-02
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,870   1,523 2,347
b 3,096   1,645 1,451
c 3,579   778 2,801
d 3,324   716 2,608
e 12,177   9,064 3,113
7,722   5,400 2,322
2,975   2,620 355
14,315   12,168 2,147
29,792   30,044 -252
1,674   1,638 36
13,837   2,773 11,064
7,522   3,411 4,111
5,433   2,148 3,285
10,067   3,560 6,507
4,226   5,140 -914
26,664   32,069 -5,405
3,333   3,449 -116
2,500   2,915 -415
8,333   9,862 -1,529
7,499   9,221 -1,722
5,833   7,131 -1,298
5,847   4,439 1,408
2,594   1,998 596
3,747   4,806 -1,059
10,733   13,771 -3,038
3,192   4,113 -921
8,999   4,932 4,067
8,744   5,306 3,438
2,531   1,391 1,140
4,372   4,877 -505
1,611   1,375 236
4,939   5,561 -622
3,766   2,937 829
27,300   23,413 3,887
6,786   5,982 804
1,979   1,432 547
15,548   12,186 3,362
6,882   6,016 866
2,679   2,398 281
9,875   8,847 1,028
415   461 -46
2,160   1,794 366
1,524   1,384 140
4,912   3,742 1,170
1,016   805 211
2,541   1,660 881
9,316   7,017 2,299
2,417   1,409 1,008
3,798   1,780 2,018
4,344   2,874 1,470
8,854   4,829 4,025
8,588   3,533 5,055
10,817   4,357 6,460
4,020   1,531 2,489
19,454   25,300 -5,846
13,603   17,676 -4,073
6,037   4,094 1,943
2,012   1,574 438
12,074   9,286 2,788
17,545   10,234 7,311
11,706   9,156 2,550
8,498   7,013 1,485
13,362   10,324 3,038
5,430   4,091 1,339
8,048   6,039 2,009
1,830   1,682 148
2,941   2,621 320
523   513 10
10,632   9,123 1,509
2,768   2,997 -229
4,613   4,663 -50
863   743 120
3,126   3,621 -495
2,662   3,156 -494
2,776   3,255 -479
4,306   3,422 884
2,351   2,519 -168
7,872   10,699 -2,827
6,966   7,467 -501
7,955   6,139 1,816
3,409   3,152 257
959   1,012 -53
368,796   362,004 6,792
16,809   15,369 1,440
2,695   2,799 -104
41,544   42,844 -1,300
291,774   286,085 5,689
76,427   76,714 -287
5,971   5,683 288
37,176   34,361 2,815
1,519   1,620 -101
10,529   10,971 -442
1,796   1,793 3
127,110   137,025 -9,915
76,473   74,492 1,981
1,133,302   1,127,020 6,282
15,780   15,692 88
3,517   3,330 187
219,837   150,061 69,776
10,421   7,113 3,308
11,907   8,400 3,507
1,055   1,102 -47
120,254   126,231 -5,977
37,430   38,981 -1,551
40,099   40,749 -650
2,150   2,298 -148
41,957   44,196 -2,239
660,056   653,193 6,863
51,948   51,408 540
60,933   59,040 1,893
9,325   9,569 -244
22,270   26,832 -4,562
22,064   27,109 -5,045
16,998   20,885 -3,887
52,986   60,036 -7,050
2,199   2,301 -102
21,546   27,109 -5,563
5,057   5,342 -285
5,332   4,820 512
13,257   12,495 762
73,622   64,888 8,734
18,180   18,749 -569
34,060   34,326 -266
77,814   77,147 667
8,534   7,109 1,425
151,211   141,470 9,741
175,577   174,842 735
39,886   38,758 1,128
11,845   11,937 -92
47,026   45,544 1,482
119,059   117,528 1,531
2,613   2,488 125
171,239   150,566 20,673
44,836   40,743 4,093
7,384   6,446 938
1,529   1,467 62
81,157   81,792 -635
860   860  
2,331   2,452 -121
17,822   18,963 -1,141
1,645   1,764 -119
138,741   148,765 -10,024
50,990   55,058 -4,068
14,725   16,024 -1,299
176,808   184,898 -8,090
63,003   61,393 1,610
65,366   65,227 139
10,588   10,880 -292
6,377   6,364 13
166,201   167,246 -1,045
17,035   17,058 -23
55,363   53,719 1,644
6,321   6,171 150
1,453   1,458 -5
1,962   1,903 59
64,308   59,353 4,955
454,729   419,696 35,033
618,028   614,489 3,539
28,564   27,043 1,521
177,576   156,731 20,845
16,988   14,956 2,032
7,549   7,038 511
2,071   1,848 223
1,165   998 167
282   137 145
2,683   1,090 1,593
2,118   944 1,174
3,289   2,152 1,137
2,056   1,061 995
1,107   531 576
13,511   8,796 4,715
3,048   2,770 278
691   100 591
6,907   1,145 5,762
2,072   317 1,755
11,124   1,832 9,292
1,224   1,198 26
952   918 34
3,536   3,131 405
10,217   7,489 2,728
7,936   6,104 1,832
3,940   3,051 889
2,834   1,015 1,819
315   99 216
2,992   1,093 1,899
3,307   1,208 2,099
5,051   1,180 3,871
202   58 144
9,391   5,257 4,134
7,103   4,148 2,955
8,278   6,099 2,179
753   580 173
7,744   4,741 3,003
472   290 182
8,237   6,524 1,713
728   515 213
1,492   1,097 395
5,740   4,295 1,445
5,197   3,714 1,483
8,755   6,856 1,899
927   823 104
13,307   20,154 -6,847
8,945   11,090 -2,145
10,165   14,923 -4,758
12,855   18,736 -5,881
5,282   7,843 -2,561
2,772   2,817 -45
2,766   1,650 1,116
3,286   3,105 181
948   1,001 -53
4,740   4,711 29
28,443   30,041 -1,598
3,792   3,994 -202
26,943   27,838 -895
986   994 -8
29,565   29,229 336
986   994 -8
11,884   11,692 192
9,903   9,619 284
23,897   25,141 -1,244
2,868   2,887 -19
956   1,006 -50
19,527   20,574 -1,047
30,744   31,765 -1,021
3,940   3,933 7
24,628   24,899 -271
6,422   2,848 3,574
63,131   59,337 3,794
367,370   345,291 22,079
39,157   36,522 2,635
328,335   306,237 22,098
117,426   115,221 2,205
20,270   13,583 6,687
11,036   8,921 2,115
18,615   16,505 2,110
14,249   9,357 4,892
3,137   2,865 272
2,532   2,004 528
      128
      128
      128
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      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
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      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
      128
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       2,347
b       1,451
c       2,801
d       2,608
e       3,113
      2,322
      355
      2,147
      -252
      36
      11,064
      4,111
      3,285
      6,507
      -914
      -5,405
      -116
      -415
      -1,529
      -1,722
      -1,298
      1,408
      596
      -1,059
      -3,038
      -921
      4,067
      3,438
      1,140
      -505
      236
      -622
      829
      3,887
      804
      547
      3,362
      866
      281
      1,028
      -46
      366
      140
      1,170
      211
      881
      2,299
      1,008
      2,018
      1,470
      4,025
      5,055
      6,460
      2,489
      -5,846
      -4,073
      1,943
      438
      2,788
      7,311
      2,550
      1,485
      3,038
      1,339
      2,009
      148
      320
      10
      1,509
      -229
      -50
      120
      -495
      -494
      -479
      884
      -168
      -2,827
      -501
      1,816
      257
      -53
      6,792
      1,440
      -104
      -1,300
      5,689
      -287
      288
      2,815
      -101
      -442
      3
      -9,915
      1,981
      6,282
      88
      187
      69,776
      3,308
      3,507
      -47
      -5,977
      -1,551
      -650
      -148
      -2,239
      6,863
      540
      1,893
      -244
      -4,562
      -5,045
      -3,887
      -7,050
      -102
      -5,563
      -285
      512
      762
      8,734
      -569
      -266
      667
      1,425
      9,741
      735
      1,128
      -92
      1,482
      1,531
      125
      20,673
      4,093
      938
      62
      -635
       
      -121
      -1,141
      -119
      -10,024
      -4,068
      -1,299
      -8,090
      1,610
      139
      -292
      13
      -1,045
      -23
      1,644
      150
      -5
      59
      4,955
      35,033
      3,539
      1,521
      20,845
      2,032
      511
      223
      167
      145
      1,593
      1,174
      1,137
      995
      576
      4,715
      278
      591
      5,762
      1,755
      9,292
      26
      34
      405
      2,728
      1,832
      889
      1,819
      216
      1,899
      2,099
      3,871
      144
      4,134
      2,955
      2,179
      173
      3,003
      182
      1,713
      213
      395
      1,445
      1,483
      1,899
      104
      -6,847
      -2,145
      -4,758
      -5,881
      -2,561
      -45
      1,116
      181
      -53
      29
      -1,598
      -202
      -895
      -8
      336
      -8
      192
      284
      -1,244
      -19
      -50
      -1,047
      -1,021
      7
      -271
      3,574
      3,794
      22,079
      2,635
      22,098
      2,205
      6,687
      2,115
      2,110
      4,892
      272
      528
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 355,963
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 6,510
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 6,510
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 6,510
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 12,578
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 12,578
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 6,068
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow6,068 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowWA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowBANK OF AMERICA NA Telephone no.right arrow (888) 866-3275

Located atright arrowPO BOX 1532 AFTPENNINGTONNJ ZIP+4right arrow08534
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
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
SARAH BIGELOW SOUTTER DIRECTOR PRESIDENT
4 		0    
9808 MANDUS OLSEN ROAD
BAINBRIDGE,WA98110
MICHAEL JULIAN COSMAN VICE PRESIDENT
2 		0    
59 CHATHAM AVE
PAREMOREMO,ALBANY752
NZ
JACQUELINNE WATKIN COSMAN SECRETARY
2 		0    
59 CHATHAM AVE
PAREMOREMO,ALBANY752
NZ
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
8,469,199
b
Average of monthly cash balances.......................
1b
247,452
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
8,716,651
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
8,716,651
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
130,750
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,585,901
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
429,295
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
429,295
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
6,510
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,510
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
422,785
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
422,785
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
422,785
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
433,392
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
433,392
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 7 422,785
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 369,774
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 433,392
a Applied to 2022, but not more than line 2a 369,774
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..... 63,618
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 .......... 		359,167
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
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

TRUSTEES OF TUFTS COLLEGE

169 HOLLAND STREET
SOMERVILLE,MA02155 		N/A PC SCHOLARSHIPS 10,000

UNION OF CONCERNED SCIENTISTS INC

TWO BRATTLE SQUARE
CAMBRIDGE,MA02138 		N/A PC UNRESTRICTED GENERAL 25,000

CARE INC

151 ELLIS STREET NE
ATLANTA,GA30303 		N/A PC UNRESTRICTED GENERAL 13,000

NATURAL RESOURCES DEFENSE COUNCIL INC

40 WEST 20TH STREET
NEW YORK,NY10011 		N/A PC UNRESTRICTED GENERAL 35,000

EARTH ECONOMICS

107 N TACOMA AVENUE
TACOMA,WA98403 		N/A PC UNRESTRICTED GENERAL 60,000

SUSTAINABLE PATH FOUNDATION

107 SPRING STREET
SEATTLE,WA98104 		N/A PC UNRESTRICTED GENERAL 20,000

AFRICAN WILDLIFE FOUNDATION

1100 NEW JERSEY AVENUE
WASHINGTON,DC20003 		N/A PC UNRESTRICTED GENERAL 6,000

NATIONAL PARK FOUNDATION

1110 VERMONT AVENUE NW
WASHINGTON,DC20005 		N/A PC UNRESTRICTED GENERAL 13,000

WORLD WILDLIFE FUND INC

1250 24TH STREET NW
WASHINGTON,DC20037 		N/A PC UNRESTRICTED GENERAL 17,000

SIGHTLINE INSTITUTE

1402 THIRD AVENUE SUITE 500
SEATTLE,WA98101 		N/A PC UNRESTRICTED GENERAL 16,000

NATIONAL PARKS CONSERVATION ASSOCIATION

777 6TH STREET NW
WASHINGTON,WA20001 		N/A PC UNRESTRICTED GENERAL 13,000

SOUTHERN POVERTY LAW CENTER INC

400 WASHINTON AVENUE
MONTGOMERY,AL36104 		N/A PC UNRESTRICTED GENERAL 10,000

CENTER FOR SUSTAINABLE INFRASTRUCTURE

120 STATE AVENUE NE
OLYMPIA,WA985011131 		N/A PC UNRESTRICTED GENERAL 16,000

ASYLUM SEEKER ADVOCACY PROJECT

40 RECTOR STREET
NEW YORK,NY10006 		N/A PC UNRESTRICTED GENERAL 7,000

INSTITUTE FOR WASHINGTON'S FUTURE

2720 VALENCIA STREET
BELLINGHAM,WA982263752 		N/A PC UNRESTRICTED GENERAL 5,000

CLIMATE SOLUTIONS

1402 3RD AVENUE
SEATTLE,WA98101 		N/A PC UNRESTRICTED GENERAL 22,000

MERCY CORPS

45 SW ANKENY STREET
PORTLAND,OR97204 		N/A PC UNRESTRICTED GENERAL 13,000

TOXIC FREE FUTURE

4649 SUNNYSIDE AVENUE N
SEATTLE,WA98103 		N/A PC UNRESTRICTED GENERAL 13,000

RE SOURCES

2309 MERIDIAN STREET
BELLINGHAM,WA982252403 		N/A PC UNRESTRICTED GENERAL 5,000

BAINBRIDGE ISLAND LAND TRUST

PO BOX 10144
BAINBRIDGE ISLAND,WA98110 		N/A PC UNRESTRICTED GENERAL 10,000

COLUMBIA RIVERKEEPER

100 N HOWARD STREET
SPOKANE,WA99201 		N/A PC UNRESTRICTED GENERAL 6,000

WESTERN ENVIRONMENTAL LAW CENTER

120 SHELTON MCMURPHEY BLVD
EUGENE,OR974018718 		N/A PC UNRESTRICTED GENERAL 9,000

SAVE THE REDWOODS

111 SUTTER STREET 11TH FLOOR
SAN FRANCISCO,CA941044541 		N/A PC UNRESTRICTED GENERAL 5,000

EARTH JUSTICE

50 CALIFORNIA STREET
SAN FRANCISCO,CA10006 		N/A PC UNRESTRICTED GENERAL 9,000

SOUTHERN UTAH WILDERNESS ALLIANCE

425 EAST 100 SOUTH
SALT LAKE CITY,UT84111 		N/A PC UNRESTRICTED GENERAL 13,000

CONSERVATION NW

1829 10TH AVENUE W
SEATTLE,WA98119 		N/A PC UNRESTRICTED GENERAL 21,000
Total .................................right arrow 3a 392,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 178,088  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 355,963  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 29,905  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   563,956  
13Total. Add line 12, columns (b), (d), and (e)..................
13
563,956
(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
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
THE COSMAN FAMILY FOUNDATION
 
Employer identification number

41-2193117
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE COSMAN FAMILY FOUNDATION
  		Employer identification number
41-2193117
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
DAVID COSMAN CLAT
101 S TRYON ST
 
CHARLOTTE, NC28255

$ 420,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
THE COSMAN FAMILY FOUNDATION
  		Employer identification number

41-2193117
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
THE COSMAN FAMILY FOUNDATION
  		Employer identification number

41-2193117
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
THE COSMAN FAMILY FOUNDATION
EIN:
41-2193117
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE 1,250     1,250

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE COSMAN FAMILY FOUNDATION
EIN:
41-2193117
Name of Bond End of Year Book Value End of Year Fair Market Value
035242AN6 ANHEUSER-BUSCH INBEV 31,159 25,501
61746BEG7 MORGAN STANLEY 32,720 25,305
907818EY0 UNION PACIFIC CORP 29,764 27,795
06406RAN7 BANK OF NY MELLON CO 36,949 35,517
46647PBT2 JPMORGAN CHASE & CO 63,974 60,216
126650DJ6 CVS HEALTH CORP 56,257 48,942
05526DBR5 BAT CAPITAL CORP    
95000U2S1 WELLS FARGO & COMPAN 31,194 28,412
92343VGH1 VERIZON COMMUNICATIO 60,943 55,231
68389XCH6 ORACLE CORP 53,422 54,936
10373QBU3 BP CAP MARKETS AMERI 28,370 29,296
172967PA3 CITIGROUP INC 29,182 30,013

TY 2023 InvestmentsCorpStockSchedule
Name:
THE COSMAN FAMILY FOUNDATION
EIN:
41-2193117
Name of Stock End of Year Book Value End of Year Fair Market Value
50540R409 LABORATORY CORP AMER 23,794 30,911
30303M102 FACEBOOK INC 29,491 87,074
92826C839 VISA INC 15,308 18,485
036752103 ANTHEM INC 24,891 37,725
46625H100 J P MORGAN CHASE & C 31,288 52,391
20030N101 COMCAST CORP 59,905 68,318
023135106 AMAZON COM INC 92,615 158,929
91324P102 UNITEDHEALTH GROUP I 35,863 57,912
80105N105 SANOFI-SYNTHELABO 57,357 58,681
02079K107 ALPHABET INC SHS 33,754 62,009
670100205 NOVO NORDISK A/S ADR 20,543 58,553
444859102 HUMANA INC 34,486 36,167
594918104 MICROSOFT CORP COM 82,732 236,529
34959J108 FORTIVE CORP 45,250 55,149
256677105 DOLLAR GENERAL CORP 54,458 38,066
192446102 COGNIZANT TECHNOLOGY 46,333 57,403
037833100 APPLE INC 48,193 117,251
02079K305 ALPHABET INC SHS 34,552 82,696
256746108 DOLLAR TREE INC 27,679 36,223
35137L105 FOX CORP    
37045V100 GENERAL MOTORS CO    
22052L104 DOWDUPONT INC 35,470 46,003
778296103 ROSS STORES INC 39,054 53,003
12504L109 CBRE GROUP INC    
45866F104 INTERCONTINENTAL EXC 54,496 64,472
904767704 UNILEVER PLC AMER SH 27,513 28,749
68902V107 OTIS WORLDWIDE CORP 26,101 32,299
14040H105 CAPITAL ONE FINANCIA    
038222105 APPLIED MATERIALS IN 28,783 54,293
G0750C108 AXALTA COATING SYSTE 29,295 37,741
171779309 CIENA CORP 28,979 25,476
759351604 REINSURANCE GROUP OF 27,727 35,915
922475108 VEEVA SYS INC 26,369 30,996
98156Q108 WORLD WRESTLING ENTE    
743315103 PROGRESSIVE CORP/THE 23,110 33,449
032654105 ANALOG DEVICES INC    
05352A100 AVANTOR INC 32,457 33,446
26484T106 DUN AND BRADSTREET H 18,755 17,936
31946M103 FIRST CITIZENS BANCS    
149123101 CATERPILLAR INC 32,434 44,646
070830104 BATH & BODY WORKS IN    
609207105 MONDELEZ INTERNATION 37,794 42,516
929089100 VOYA FINL INC SHS 27,525 28,892
61174X109 MONSTER BEVERAGE SHS 27,092 33,875
808513105 CHARLES SCHWAB CORP/    
G6095L109 APTIV PLC SHS 43,693 41,361
007903107 ADVANCED MICRO DEVIC 48,250 63,386
31620R303 FIDELITY NATIONAL FI 24,658 33,112
34965K107 FORTREA HOLDINGS INC 6,102 7,957
50212V100 LPL FINANCIAL HOLDIN 35,121 35,281
573874104 MARVELL TECH INC 34,944 42,096
595112103 MICRON TECHNOLOGY 44,172 51,375
830566105 SKECHERS U S A INC 25,428 30,921
835699307 SONY CORP ADR AMERN 56,261 60,223
87256C101 TKO GROUP HOLDINGS I 21,495 28,064
88033G407 TENET HEALTHCARE COR 29,655 37,483
883556102 THERMO FISHER SCIENT 14,124 14,331
92343V104 VERIZON COMMUNICATIO 29,666 31,216
989207105 ZEBRA TECHNOLOGIES C 43,680 48,653
G0176J109 ALLEGION PLC SHS 31,863 34,966
G5960L103 MEDTRONIC PLC SHS 49,664 47,616

TY 2023 InvestmentsGovtObligationsSch
Name:
THE COSMAN FAMILY FOUNDATION
EIN:
41-2193117
US Government Securities - End of Year Book Value:

1,128,566
US Government Securities - End of Year Fair Market Value:

1,020,037
State & Local Government Securities - End of Year Book Value:


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


 


TY 2023 InvestmentsOtherSchedule2
Name:
THE COSMAN FAMILY FOUNDATION
EIN:
41-2193117
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
464288588 ISHARES MBS ETF AT COST 218,207 225,228
46432F388 ISHARES EDGE MSCI US      
464288885 ISHARES MSCI EAFE GR AT COST 343,064 366,384
46435G425 ISHARES MSCI USA ESG AT COST 152,287 181,617
464288877 ISHARES MSCI EAFE VA AT COST 554,594 584,406
464287622 ISHARES RUSSELL 1000      
464287598 ISHARES RUSSELL 1000      
464287200 ISHARES CORE S&P 500 AT COST 1,005,586 1,130,073
46434V407 ISHARES 0-5 YEAR HIG      
46432F396 ISHARES EDGE MSCI US      
46435U713 ISHARES TR AT COST 79,270 92,057
464288570 ISHARES MSCI KLD 400      
46435G409 ISHARES EDGE MSCI      
464287721 ISHARES US TECHNOLOG AT COST 203,630 272,628
464286533 ISHARES EDGE MSCI MI      
46435G102 ISHARES CONVERTIBLE      
922908751 VANGUARD SMALL-CAP E      
464288653 ISHARES 10-20 YEAR T      
922042858 VANGUARD INTL EQTY I      
921943858 VANGUARD FTSE DEVELO      
464287101 ISHARES S&P 100 ETF AT COST 170,583 179,159
464287242 ISHARES IBOXX INVEST AT COST 44,677 45,813
464287309 ISHARES S&P 500 GROW AT COST 170,443 178,513
464287341 ISHARES GLOBAL ENERG AT COST 83,794 84,478
464287432 ISHARES 20 YEAR TREA AT COST 189,596 190,838
46432F339 ISHARES EDGE MSCI US AT COST 557,020 673,901
46434G103 ISHARES CORE MSCI EM AT COST 264,798 261,043
46434G764 ISHARES INC MSCI AT COST 85,515 90,706
46434V860 ISHARES TREASURY FLO AT COST 213,588 212,933

TY 2023 OtherDecreasesSchedule
Name:
THE COSMAN FAMILY FOUNDATION
EIN:
41-2193117
Description Amount
INCOME ADJUSTMENT 447
ACCRUED INCOME 256


TY 2023 OtherExpensesSchedule
Name:
THE COSMAN FAMILY FOUNDATION
EIN:
41-2193117
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING FEE 25 0   25
OTHER EXPENSE (NON-DEDUCTIBLE 140 140   0


TY 2023 OtherIncomeSchedule2
Name:
THE COSMAN FAMILY FOUNDATION
EIN:
41-2193117
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 29,905 0  


TY 2023 OtherIncreasesSchedule
Name:
THE COSMAN FAMILY FOUNDATION
EIN:
41-2193117
Description Amount
COST BASIS ADJUSTMENT 7,134


TY 2023 OtherProfessionalFeesSchedule
Name:
THE COSMAN FAMILY FOUNDATION
EIN:
41-2193117
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 100,294 60,176   40,117


TY 2023 TaxesSchedule
Name:
THE COSMAN FAMILY FOUNDATION
EIN:
41-2193117
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 3,609 3,609   0
EXCISE TAX ESTIMATES 11,030 0   0
FOREIGN TAXES ON NONQUALIFIED 1,788 1,788   0