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 BLUE 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

27-1579792
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$12,758,129J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 218,986 217,931  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 334,191
b Gross sales price for all assets on line 6a 3,087,035
7 Capital gain net income (from Part IV, line 2)... 334,191
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 553,177 552,122  
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
1,313 0 0 1,313
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
106,184 63,711   42,474
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
9,500     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
94,335     94,335
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 211,332 63,711 0 138,122
25 Contributions, gifts, grants paid....... 525,000 525,000
26 Total expenses and disbursements. Add lines 24 and 25 736,332 63,711 0 663,122
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -183,155
b Net investment income (if negative, enter -0-) 488,411
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............. 1,834 3,978 3,978
2 Savings and temporary cash investments......... 317,840 342,176 342,176
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) 3,221,920 Click to see attachment
List of Attached Documents:
// Content
3,250,360 		2,910,266
b Investments—corporate stock (attach schedule)....... 5,153,645 Click to see attachment
List of Attached Documents:
// Content
4,970,717 		7,955,482
c Investments—corporate bonds (attach schedule)....... 1,475,552 Click to see attachment
List of Attached Documents:
// Content
1,421,227 		1,293,795
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).......... 272,065 Click to see attachment
List of Attached Documents:
// Content
272,065 		252,432
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) 10,442,856 10,260,523 12,758,129
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........ 10,442,856 10,260,523
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)..... 10,442,856 10,260,523
30 Total liabilities and net assets/fund balances (see instructions). 10,442,856 10,260,523
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
10,442,856
2
Enter amount from Part I, line 27a .....................
2
-183,155
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
4,178
4
Add lines 1, 2, and 3 ..........................
4
10,263,879
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
3,356
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
10,260,523
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 216. ALPHABET INC   2011-09-27 2023-02-22
b 707. ALPHABET INC   2011-09-27 2023-10-23
c 224. ALPHABET INC SHS CL A   2011-09-27 2023-02-22
d 291. ANALOG DEVICES INC   2021-07-12 2023-02-13
e 7. ANALOG DEVICES INC   2021-07-12 2023-02-22
445. ANALOG DEVICES INC   2021-07-12 2023-10-23
41. ANTHEM INC   2021-12-01 2023-02-22
59. APPLIED MATERIALS INCORPORATED   2020-07-28 2023-02-22
110. AVERY DENNISON CORP   2016-05-02 2023-02-22
6000. BAT CAPITAL CORP   2020-09-24 2023-02-22
11000. BB&T CORPORATION   2017-10-25 2023-02-22
50. CBRE GROUP INC   2020-06-16 2023-02-22
77. CBRE GROUP INC   2020-10-16 2023-06-08
954. CBRE GROUP INC   2020-06-16 2023-06-08
982. CH ROBINSON WORLDWIDE INC   2021-01-06 2023-01-09
514. CH ROBINSON WORLDWIDE INC   2021-03-04 2023-01-09
179. CATERPILLAR INC   2022-01-19 2023-02-13
11. CATERPILLAR INC   2022-01-19 2023-02-22
183. CATERPILLAR INC   2022-01-19 2023-09-11
192. CATERPILLAR INC   2022-01-19 2023-10-23
9. CATERPILLAR INC   2022-03-14 2023-10-23
156. CISCO SYSTEMS INCORPORATED   2013-08-27 2023-02-22
195. CISCO SYSTEMS INCORPORATED   2015-06-10 2023-09-11
585. CISCO SYSTEMS INCORPORATED   2014-01-30 2023-09-11
161. CISCO SYSTEMS INCORPORATED   2013-08-27 2023-09-11
259. CITIZENS FINANCIAL GROUP INC   2017-06-27 2023-02-22
303. CITIZENS FINANCIAL GROUP INC   2017-06-27 2023-07-19
221. CITIZENS FINANCIAL GROUP INC   2020-04-08 2023-07-19
790. CITIZENS FINANCIAL GROUP INC   2017-10-31 2023-07-19
29. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2018-12-11 2023-02-22
5000. COMCAST CORP   2020-05-21 2023-02-22
116000. FEDERAL NATL MTG ASSOC   2017-06-13 2023-01-30
17000. FEDERAL NATL MTG ASSOC   2018-01-11 2023-01-30
22000. FEDERAL NATL MTG ASSOC   2020-09-08 2023-01-30
26000. FEDERAL NATL MTG ASSOC   2021-08-20 2023-01-30
46. FIDELITY NATL INFORMATION SVCS INC COM   2023-01-09 2023-02-22
93. FORTIVE CORP   2017-07-24 2023-02-22
262. FORTREA HOLDINGS INC REG   2015-01-29 2023-08-30
337. FORTREA HOLDINGS INC REG   2018-08-03 2023-08-30
241. FORTREA HOLDINGS INC REG   2018-12-11 2023-08-30
137. FORTREA HOLDINGS INC REG   2020-04-08 2023-08-30
8000. HOME DEPOT INC   2020-09-28 2023-02-22
31. HUMANA INC   2016-08-18 2023-02-22
128. INTERCONTINENTAL EXCHANGE INC   2020-12-09 2023-02-22
49. LABORATORY CORP AMER HLDGS COM NEW   2015-01-29 2023-02-22
30. MASTERCARD INC   2021-03-04 2023-02-22
148. MASTERCARD INC   2021-03-04 2023-04-10
150. MERCK AND CO INC SHS   2014-03-03 2023-02-22
212. MICROSOFT CORPORATION   2016-01-28 2023-02-22
192. MONDELEZ INTERNATIONAL INC   2021-12-17 2023-02-22
7000. MORGAN STANLEY   2020-04-28 2023-02-22
49. NORFOLK SOUTHERN CORP   2017-04-24 2023-02-22
153. NORFOLK SOUTHERN CORP   2020-07-15 2023-03-21
245. NORFOLK SOUTHERN CORP   2017-06-27 2023-03-21
66. NORFOLK SOUTHERN CORP   2017-04-24 2023-03-21
65. NORFOLK SOUTHERN CORP   2020-04-08 2023-03-21
133. NORFOLK SOUTHERN CORP   2021-12-01 2023-03-21
9000. ORACLE CORP   2016-10-28 2023-02-22
192. PVH CORP   2020-01-17 2023-02-22
138. PEPSICO INCORPORATED   2021-10-22 2023-02-22
353. PROGRESSIVE CORP OHIO COM   2021-11-04 2023-01-09
289. PROGRESSIVE CORP OHIO COM   2021-11-04 2023-02-13
32. PROGRESSIVE CORP OHIO COM   2021-11-04 2023-02-22
598. QUANTA SERVICES INC   2020-03-09 2023-01-09
27. QUANTA SERVICES INC   2020-03-09 2023-02-22
40. ROBERT HALF INTERNATIONAL INC   2023-01-09 2023-02-22
111. SCHWAB CHARLES CORP NEW COM   2021-05-28 2023-02-22
262. SEALED AIR CORP   2021-06-11 2023-02-22
311. SEALED AIR CORP   2021-06-14 2023-08-17
761. SEALED AIR CORP   2021-06-11 2023-08-17
289. SEALED AIR CORP   2021-06-14 2023-08-18
902. SEALED AIR CORP   2021-07-12 2023-08-18
1038. SEALED AIR CORP   2021-08-10 2023-08-18
642. SEALED AIR CORP   2023-07-19 2023-08-18
39. SEALED AIR CORP   2023-07-19 2023-08-21
25. TESLA MTRS INC   2021-12-01 2023-02-22
6000. U.S. TREASURY NOTE   2019-05-16 2023-02-22
18000. U.S. TREASURY NOTE   2017-03-09 2023-02-22
64000. U.S. TREASURY NOTE   2019-09-25 2023-05-02
21000. U.S. TREASURY NOTE   2018-01-11 2023-05-02
7000. U.S. TREASURY NOTE   2017-03-09 2023-05-02
96000. U.S. TREASURY NOTE   2023-01-30 2023-07-26
135000. U.S. TREASURY NOTE   2019-12-18 2023-01-30
27000. U.S. TREASURY NOTE   2020-09-08 2023-03-09
33000. U.S. TREASURY NOTE   2021-08-20 2023-03-09
29000. U.S. TREASURY NOTE   2019-12-18 2023-03-09
6000. U.S. TREASURY NOTE   2021-10-27 2023-02-22
18000. U.S. TREASURY NOTE   2022-03-29 2023-02-22
104000. U.S. TREASURY NOTE   2022-03-29 2023-10-12
125000. U.S. TREASURY NOTE   2022-07-21 2023-06-20
136000. U.S. TREASURY NOTE   2022-07-21 2023-09-05
45000. U.S. TREASURY NOTE   2022-10-03 2023-12-05
41000. U.S. TREASURY NOTE   2022-12-06 2023-12-05
137. V F CORPORATION COM   2013-08-27 2023-02-22
574. V F CORPORATION COM   2013-08-27 2023-07-19
82. V F CORPORATION COM   2014-01-30 2023-07-19
322. V F CORPORATION COM   2019-09-30 2023-07-19
181. V F CORPORATION COM   2020-04-08 2023-07-19
88. VISA INC   2020-01-17 2023-02-22
428. VISA INC   2020-03-02 2023-06-12
281. VISA INC   2020-01-17 2023-06-12
208. VISA INC   2020-03-09 2023-06-12
148. VISA INC   2020-03-09 2023-12-20
400. VISA INC   2020-03-17 2023-12-20
46. VISA INC   2020-11-03 2023-12-20
42. VOYA FINL INC SHS   2022-09-23 2023-02-22
665. AXALTA COATING SYSTEMS   2020-06-09 2023-02-22
185. APTIV PLC SHS   2022-05-03 2023-02-22
(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 19,931   2,932 16,999
b 97,873   9,597 88,276
c 20,614   3,050 17,564
d 52,509   48,473 4,036
e 1,290   1,166 124
74,033   74,126 -93
19,876   16,874 3,002
6,546   3,698 2,848
20,004   8,149 11,855
4,661   5,973 -1,312
10,635   10,951 -316
4,311   2,415 1,896
6,035   3,747 2,288
74,776   46,081 28,695
91,640   93,259 -1,619
47,966   47,289 677
44,247   39,838 4,409
2,647   2,448 199
51,352   40,728 10,624
48,083   42,731 5,352
2,254   1,944 310
7,694   3,669 4,025
11,051   5,589 5,462
33,153   12,786 20,367
9,124   3,786 5,338
10,881   9,082 1,799
9,313   10,625 -1,312
6,793   4,494 2,299
24,282   30,119 -5,837
1,875   1,969 -94
4,009   4,993 -984
109,700   113,490 -3,790
16,077   16,349 -272
20,805   23,165 -2,360
24,588   27,130 -2,542
3,077   3,225 -148
6,176   5,019 1,157
7,133   4,349 2,784
9,175   8,638 537
6,561   4,923 1,638
3,730   2,827 903
7,674   9,146 -1,472
15,701   5,551 10,150
13,370   14,051 -681
11,818   5,657 6,161
10,713   10,494 219
53,040   51,770 1,270
16,493   8,076 8,417
53,624   10,929 42,695
12,824   12,579 245
6,536   7,029 -493
11,017   5,752 5,265
31,353   27,724 3,629
50,205   29,366 20,839
13,525   7,748 5,777
13,320   10,347 2,973
27,254   36,341 -9,087
8,237   8,909 -672
15,437   19,335 -3,898
24,396   22,085 2,311
47,610   33,623 13,987
40,497   27,527 12,970
4,597   3,048 1,549
84,196   20,813 63,383
4,023   940 3,083
3,219   3,031 188
8,873   8,216 657
12,853   15,302 -2,449
11,003   18,210 -7,207
26,924   44,447 -17,523
10,023   16,922 -6,899
31,284   52,298 -21,014
36,001   62,344 -26,343
22,267   29,362 -7,095
1,342   1,784 -442
4,985   9,378 -4,393
5,699   6,231 -532
16,999   17,573 -574
61,647   64,974 -3,327
20,228   20,623 -395
6,743   6,834 -91
89,295   90,529 -1,234
128,672   133,423 -4,751
25,524   27,532 -2,008
31,197   33,532 -2,335
27,415   28,661 -1,246
4,866   5,825 -959
16,987   17,594 -607
99,035   101,656 -2,621
120,561   126,294 -5,733
131,245   135,437 -4,192
40,300   41,801 -1,501
36,717   38,281 -1,564
3,482   5,993 -2,511
11,601   25,108 -13,507
1,657   4,597 -2,940
6,508   28,672 -22,164
3,658   10,630 -6,972
19,471   17,951 1,520
96,447   80,598 15,849
63,321   57,320 6,001
46,871   37,159 9,712
38,484   26,440 12,044
104,012   62,212 41,800
11,961   8,686 3,275
3,090   2,532 558
19,124   16,251 2,873
21,504   20,065 1,439
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       16,999
b       88,276
c       17,564
d       4,036
e       124
      -93
      3,002
      2,848
      11,855
      -1,312
      -316
      1,896
      2,288
      28,695
      -1,619
      677
      4,409
      199
      10,624
      5,352
      310
      4,025
      5,462
      20,367
      5,338
      1,799
      -1,312
      2,299
      -5,837
      -94
      -984
      -3,790
      -272
      -2,360
      -2,542
      -148
      1,157
      2,784
      537
      1,638
      903
      -1,472
      10,150
      -681
      6,161
      219
      1,270
      8,417
      42,695
      245
      -493
      5,265
      3,629
      20,839
      5,777
      2,973
      -9,087
      -672
      -3,898
      2,311
      13,987
      12,970
      1,549
      63,383
      3,083
      188
      657
      -2,449
      -7,207
      -17,523
      -6,899
      -21,014
      -26,343
      -7,095
      -442
      -4,393
      -532
      -574
      -3,327
      -395
      -91
      -1,234
      -4,751
      -2,008
      -2,335
      -1,246
      -959
      -607
      -2,621
      -5,733
      -4,192
      -1,501
      -1,564
      -2,511
      -13,507
      -2,940
      -22,164
      -6,972
      1,520
      15,849
      6,001
      9,712
      12,044
      41,800
      3,275
      558
      2,873
      1,439
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 2 334,191
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 6,789
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 6,789
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 6,789
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 17,981
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 17,981
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 11,192
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow6,792 Refundedright arrow 11 4,400
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
MOLLY KNOX CO BANA PRESIDENT, TREASURER
0 		0    
PO BOX 1532 AFT
PENNINGTON,NJ08534
JILLIAN M KNOX CO BANA VICE PRESIDENT
3 		0    
PO BOX 1532 AFT
PENNINGTON,NJ08534
PARKER MACCREADY CO BANA VICE PRES, SECRETARY
0 		0    
PO BOX 1532 AFT
PENNINGTON,NJ08534
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
11,555,361
b
Average of monthly cash balances.......................
1b
408,561
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
11,963,922
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
11,963,922
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
179,459
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
11,784,463
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
589,223
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
589,223
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
6,789
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,789
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
582,434
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
582,434
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
582,434
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
663,122
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
663,122
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 7 582,434
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 549,979
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$ 663,122
a Applied to 2022, but not more than line 2a 549,979
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..... 113,143
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 .......... 		469,291
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

WILD EARTH ALLIES

2 WISCONSIN CIRCLE
CHEVY CHASE,MD20815 		N/A PC UNRESTRICTED GENERAL 50,000

ENVIRONMENTAL EDUCATION & CONSERVATION

204 E LOCUS STREET
COUDERSPORT,PA16915 		N/A PC UNRESTRICTED GENERAL 5,000

ARCHANGEL ANCIENT TREE ARCHIVE

16880 FRONT STREET
COPEMISH,MI496255104 		N/A PC UNRESTRICTED GENERAL 5,000

WILDLIFE CONSERVATION NETWORK INC

209 MISSISSIPPI STREET
SAN FRANCISCO,CA94107 		N/A PC UNRESTRICTED GENERAL 400,000

WILDLIFE GUARDIANS

201 W ROSEMONT AVENUE
ALEXANDRIA,VA22301 		N/A PC UNRESTRICTED GENERAL 50,000

KUOW-PUGET SOUND PUBLIC RADIO

4518 UNIVERSITY WAY
SEATTLE,WA98105 		N/A PC UNRESTRICTED GENERAL 15,000
Total .................................right arrow 3a 525,000
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 ....     14 218,986  
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 ............ 		    18 334,191  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   553,177  
13Total. Add line 12, columns (b), (d), and (e)..................
13
553,177
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE BLUE FOUNDATION
EIN:
27-1579792
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE 1,313     1,313

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE BLUE FOUNDATION
EIN:
27-1579792
Name of Bond End of Year Book Value End of Year Fair Market Value
949746SA0 WELLS FARGO & COMPAN    
06406FAD5 BANK OF NY MELLON CO    
05531FBB8 BB&T CORPORATION 171,321 167,270
037833CJ7 APPLE INC    
46625HJX9 JPMORGAN CHASE & CO    
172967FT3 CITIGROUP INC    
68389XBM6 ORACLE CORP 169,872 161,265
377372AL1 GLAXOSMITHKLINE CAPI    
912810QU5 U.S. TREASURY BOND 3    
912828X88 U.S. TREASURY NOTE    
9128284R8 U.S. TREASURY NOTE    
912828M56 U.S. TREASURY NOTE    
3135G0K36 FEDERAL NATL MTG ASS    
912810SA7 U.S. TREASURY BOND    
437076BW1 HOME DEPOT INC 191,687 168,379
025816CC1 AMERICAN EXPRESS CO    
912810SH2 U.S. TREASURY BOND    
9128285M8 U.S. TREASURY NOTE    
912828YH7 U.S. TREASURY NOTE    
20030NDM0 COMCAST CORP 164,025 138,565
035240AV2 ANHEUSER-BUSCH INBEV 113,239 102,029
05526DBS3 BAT CAPITAL CORP 210,237 177,210
6174468Q5 MORGAN STANLEY 113,846 108,569
91282CAR2 U.S. TREASURY NOTE    
912810SP4 U.S. TREASURY BOND    
912810SR0 U.S. TREASURY BOND    
91282CCS8 U.S. TREASURY NOTE    
912810SW9 U.S. TREASURY BOND    
91282CDG3 U.S. TREASURY NOTE    
17327CAQ6 CITIGROUP INC 102,086 86,318
46647PDG8 JPMORGAN CHASE & CO 184,914 184,190

TY 2023 InvestmentsCorpStockSchedule
Name:
THE BLUE FOUNDATION
EIN:
27-1579792
Name of Stock End of Year Book Value End of Year Fair Market Value
257559203 DOMTAR CORP    
58933Y105 MERCK AND CO INC SHS 119,248 188,496
02079K305 ALPHABET INC SHS 97,611 482,769
92343V104 VERIZON COMMUNICATIO 186,749 223,109
655844108 NORFOLK SOUTHERN COR    
174610105 CITIZENS FINANCIAL G    
17275R102 CISCO SYSTEMS INC 131,807 167,625
09062X103 BIOGEN IDEC INC    
742718109 PROCTER & GAMBLE CO/    
548661107 LOWES COMPANIES INC    
20825C104 CONOCOPHILLIPS    
200340107 COMERICA INC    
444859102 HUMANA INC 160,150 227,989
34959J108 FORTIVE CORP 138,492 184,517
918204108 V F CORPORATION COM    
7591EP100 REGIONS FINANCIAL CO    
50540R409 LABORATORY CORP AMER 123,486 222,062
02079K107 ALPHABET INC SHS 87,832 388,544
594918104 MICROSOFT CORP COM 167,330 1,225,514
192446102 COGNIZANT TECHNOLOGY 161,202 207,254
053611109 AVERY DENNISON CORP 53,929 136,458
487836108 KELLOGG CO    
00130H105 AES CORP/VA    
02005N100 ALLY FINANCIAL INC    
370334104 GENERAL MILLS INC    
89832Q109 TRUIST FINL CORP    
74762E102 QUANTA SERVICES INC 26,966 192,709
882508104 TEXAS INSTRUMENTS IN    
30303M102 FACEBOOK INC    
45866F104 INTERCONTINENTAL EXC 185,435 211,524
92826C839 VISA INC    
770323103 ROBERT HALF INTERNAT 105,193 117,901
038222105 APPLIED MATERIALS IN 165,143 375,192
G0750C108 AXALTA COATING SYSTE 161,943 221,518
191216100 COCA-COLA CO/THE    
693656100 PVH CORP 96,087 126,883
12504L109 CBRE GROUP INC 62,565 91,601
032654105 ANALOG DEVICES INC 101,901 117,746
609207105 MONDELEZ INTERNATION 265,789 295,514
036752103 ANTHEM INC 173,266 198,527
57636Q104 MASTERCARD INC 117,532 143,307
743315103 PROGRESSIVE CORP/THE 108,173 182,376
81211K100 SEALED AIR CORP    
713448108 PEPSICO INC 212,364 225,378
808513105 CHARLES SCHWAB CORP/ 173,815 161,474
12541W209 CH ROBINSON WORLDWID    
88160R101 TESLA MTRS INC 188,323 169,215
929089100 VOYA FINL INC SHS 130,928 155,332
G6095L109 APTIV PLC SHS 227,114 192,988
149123101 CATERPILLAR INC 103,067 138,669
007903107 ADVANCED MICRO DEVIC 227,622 270,940
025816109 AMERICAN EXPRESS CO 146,769 148,935
31620M106 FIDELITY NATL INFO S 105,035 89,985
500754106 KRAFT HEINZ CO/THE 141,634 137,751
989207105 ZEBRA TECHNOLOGIES C 143,811 145,138
G0176J109 ALLEGION PLC SHS 172,406 190,542

TY 2023 InvestmentsGovtObligationsSch
Name:
THE BLUE FOUNDATION
EIN:
27-1579792
US Government Securities - End of Year Book Value:

3,250,360
US Government Securities - End of Year Fair Market Value:

2,910,266
State & Local Government Securities - End of Year Book Value:


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


 


TY 2023 InvestmentsOtherSchedule2
Name:
THE BLUE FOUNDATION
EIN:
27-1579792
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
09260B382 BLACKROCK STRATEGIC AT COST 272,065 252,432

TY 2023 OtherDecreasesSchedule
Name:
THE BLUE FOUNDATION
EIN:
27-1579792
Description Amount
TYE INCOME ADJ 1,831
ACCRUED INTEREST C/O 1,525


TY 2023 OtherExpensesSchedule
Name:
THE BLUE FOUNDATION
EIN:
27-1579792
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING FEE 25 0   25
OTHER CHARITABLE EXPENSES 94,310 0   94,310


TY 2023 OtherIncreasesSchedule
Name:
THE BLUE FOUNDATION
EIN:
27-1579792
Description Amount
SECURITIES ADJ 4,178


TY 2023 OtherProfessionalFeesSchedule
Name:
THE BLUE FOUNDATION
EIN:
27-1579792
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 106,184 63,711   42,474


TY 2023 TaxesSchedule
Name:
THE BLUE FOUNDATION
EIN:
27-1579792
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX ESTIMATES 9,500 0   0