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
WESTPORT FUND
 
Number and street (or P.O. box number if mail is not delivered to street address)4225 LENORE LANE NW
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WASHINGTON, DC20008
A Employer identification number

44-6007971
B Telephone number (see instructions)

(202) 255-4142
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$7,958,433
J 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... 266,453 266,453  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -38,440
b Gross sales price for all assets on line 6a 543,701
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 10,000 0  
12 Total. Add lines 1 through 11........ 238,013 266,453  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,500 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 11,000 1,100   9,900
c Other professional fees (attach schedule).... 9,235 9,235   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 7,883 4,413   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 4,118 2,059   2,059
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 234 0   234
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 33,970 16,807   12,193
25 Contributions, gifts, grants paid....... 372,750 372,750
26 Total expenses and disbursements. Add lines 24 and 25 406,720 16,807   384,943
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -168,707
b Net investment income (if negative, enter -0-) 249,646
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 29,269 25,667 25,667
2 Savings and temporary cash investments......... 309,387 270,367 270,367
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 4,729,095 Click to see attachment
List of Attached Documents:
// Content
4,602,480
7,660,853
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,016
Click to see attachment
List of Attached Documents:
// Content
1,546
Click to see attachment
List of Attached Documents:
// Content
1,546
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,068,767 4,900,060 7,958,433
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 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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 5,068,767 4,900,060
29 Total net assets or fund balances (see instructions)..... 5,068,767 4,900,060
30 Total liabilities and net assets/fund balances (see instructions). 5,068,767 4,900,060
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
5,068,767
2
Enter amount from Part I, line 27a .....................
2
-168,707
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,900,060
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,900,060
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 PUBLICLY TRADED SECURITIES      
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 543,701   582,141 -38,440
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       -38,440
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 -38,440
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 3,470
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 3,470
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 3,470
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 5,016
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,016
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 7
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 1,539
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,539 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
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 arrowMO
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowGAIL HARMON Telephone no.right arrow (202) 255-4142

Located atright arrow4225 LENORE LANE NWWASHINGTONDC ZIP+4right arrow20008
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
GAIL MCGREEVY HARMON DIRECTOR/PRESIDENT
1.00
1,500 0 0
4225 LENORE LANE NW
WASHINGTON,DC20008
DOUG GREEN DIRECTOR
1.00
0 0 0
15275 DEL GADO DRIVE
SHERMAN OAKS,CA91403
EVE H BOULD DIRECTOR
1.00
0 0 0
667 CHESTNUT STREET
WABAN,MA02468
COLIN MCNAY DIRECTOR
1.00
0 0 0
36 CODMAN ROAD
BROOKLINE,MA02445
PAM MCGREEVY DIRECTOR/SECRETARY
1.00
0 0 0
15 PIN HOOK LANE
PITTSFORD,NY14534
STUART GREEN DIRECTOR/TREASURER
1.00
0 0 0
1445 CORDILLERA WAY
EDWARDS,CO81632
KATE MCNAY-KOCH DIRECTOR
1.00
0 0 0
PO BOX 473
PERU,VT05152
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
7,360,888
b
Average of monthly cash balances.......................
1b
426,806
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
7,787,694
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
7,787,694
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
116,815
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,670,879
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
383,544
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
383,544
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
3,470
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,470
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
380,074
4
Recoveries of amounts treated as qualifying distributions................
4
10,000
5
Add lines 3 and 4............................
5
390,074
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
390,074
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
384,943
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
384,943
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 7 390,074
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 25,253
b From 2019...... 13,486
c From 2020...... 9,975
d From 2021......  
e From 2022...... 3,905
f Total of lines 3a through e ........ 52,619
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 384,943
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions).....
0
c Treated as distributions out of corpus (Election
required—see instructions)........
0
d Applied to 2023 distributable amount..... 384,943
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 5,131 5,131
(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 47,488
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ...
20,122
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
27,366
10 Analysis of line 9:
a Excess from 2019.... 13,486
b Excess from 2020.... 9,975
c Excess from 2021....  
d Excess from 2022.... 3,905
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

ACLU FOUNDATION

125 BROAD STREET 18TH FLOOR
NEW YORK,NY10004
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

ANACOSTIA WATERSHED SOCIETY

4302 BALTIMORE AVENUE
BLADENSBURG,MD20710
NONE PUBLIC CHARITY CHARITABLE PURPOSES 500

ANIMAL CANCER FOUNDATION

1051 PORT WASHINGTON BLVD 1548
PORT WASHINGTON,NY11050
NONE PUBLIC CHARITY CHARITABLE PURPOSES 10,000

BARTH SYNDROME FOUNDATION

PO BOX 419264
BOSTON,MA022419264
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

BELOVED YOUTH MOVING FORWARD

6423 GADWALL CT
CARLSBAD,CA92011
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

BIVONA CHILD ADVOCACY CENTER

1 MT HOPE AVENUE
ROCHESTER,NY14620
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

BONTON FARMS

2612 VALENTINE ST
DALLAS,TX75215
NONE PUBLIC CHARITY CHARITABLE PURPOSES 2,000

BRAIN & BEHAVIOR RESEARCH FOUNDATION

90 PARK AVENUE 16TH FLOOR
NEW YORK,NY10016
NONE PUBLIC CHARITY CHARITABLE PURPOSES 5,000

BREAST CANCER RESEARCH FOUNDATION

28 W 44TH STREET SUITE 609
NEW YORK,NY10036
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

BRYN MAWR COLLEGE

101 N MERION AVENUE
BRYN MAWR,PA19010
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

BUFF CLUB CU FOUNDATION

UC BOULDER 369
BOULDER,CO80309
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

CAMP ONAWAY TRUST

26 SUMMIT GROVE AVENUE SUITE 130
BRYN MAWR,PA19010
NONE PUBLIC CHARITY CHARITABLE PURPOSES 4,000

CANCER SUPPORT COMMUNITY ROCHESTER

255 ALEXANDER STREET
ROCHESTER,NY14607
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

CENTER FOR FOOD SAFETY

660 PENNSYLVANIA AVENUE SE SUITE
302
WASHINGTON,DC20003
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

CENTER FOR YOUTH SERVICES

905 MONROE AVENUE
ROCHESTER,NY14620
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

CENTER ON BUDGET AND POLICY PRIORITIES

1275 FIRST STREET NE SUITE 1200
WASHINGTON,DC20002
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

CHESAPEAKE BAY FOUNDATION

6 HERNDON AVENUE
ANNAPOLIS,MD21403
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

COALITION FOR BUZZARDS BAY

114 FRONT STREET
NEW BEDFORD,MA02740
NONE PUBLIC CHARITY CHARITABLE PURPOSES 21,250

COMMUNITY PARTNERS OF DALLAS

7950 ELMBROOK DRIVE
DALLAS,TX75247
NONE PUBLIC CHARITY CHARITABLE PURPOSES 2,000

COMMUNITY ROWING

20 NONANTUM ROAD
BRIGHTON,MA02135
NONE PUBLIC CHARITY CHARITABLE PURPOSES 2,000

CORNELL UNIVERSITY

PO BOX 25842
LEHIGH VALLEY,PA18003
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,500

COUNCIL ON AGING IN UNION COUNTY

1401 SKYWAY DRIVE
MONROE,NC28110
NONE PUBLIC CHARITY CHARITABLE PURPOSES 2,000

DARTMOUTH ALUMNI FUND

6066 DEVELOPMENT OFFICE
HANOVER,NH03755
NONE PUBLIC CHARITY CHARITABLE PURPOSES 500

DARTMOUTH COLLEGE

6066 DEVELOPMENT OFFICE
HANOVER,NH03755
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

DAVIDSON COLLEGE

BOX 7174
DAVIDSON,NC28035
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

DEXTER SOUTHFIELD SCHOOL

20 NEWTON STREET
BROOKLINE,MA02445
NONE PUBLIC CHARITY CHARITABLE PURPOSES 2,500

DOCTORS WITHOUT BORDERS

PO BOX 5030
HAGERSTOWN,MD21741
NONE PUBLIC CHARITY CHARITABLE PURPOSES 6,750

DUKE UNIVERSITY

BOX 90581
DURHAM,NC277080581
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,500

ELITE NORDIC FUND

7 WORLD CUP CIRCLE
STRATTON MOUNTAIN,VT05155
NONE PUBLIC CHARITY CHARITABLE PURPOSES 12,000

EMPORIA STATE UNIVERSITY

1500 HIGHLAND STREET
EMPORIA,KS66801
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

ENVIRONMENTAL DEFENSE FUND

257 PARK AVENUE SOUTH 17TH FLOOR
NEW YORK,NY10010
NONE PUBLIC CHARITY CHARITABLE PURPOSES 2,000

EPISCOPAL CHURCH OF THE TRANSFIGURATION

PO BOX 1000
VAIL,CO81658
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

EQUALITY NOW

PO BOX 7160
NEW YORK,NY10008
NONE PUBLIC CHARITY CHARITABLE PURPOSES 2,000

FEEDING AMERICA

PO BOX 96749
WASHINGTON,DC20090
NONE PUBLIC CHARITY CHARITABLE PURPOSES 2,500

FLOWER CITY HABITAT FOR HUMANITY

755 CULVER ROAD
ROCHESTER,NY14609
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

FOOD AND WATER WATCH

1616 P STREET NW SUITE 300
WASHINGTON,DC20036
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

FOODLINK

1999 MT READ BOULEVARD
ROCHESTER,NY14615
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,500

GEORGE EASTMAN HOUSE

900 EAST AVENUE
ROCHESTER,NY14607
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

GEORGETOWN DAY SCHOOL

4200 DAVENPORT STREET
WASHINGTON,DC20016
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

GEVA THEATRE CENTER

75 WOODBURY BOULEVARD
ROCHESTER,NY14607
NONE PUBLIC CHARITY CHARITABLE PURPOSES 2,500

GIORD LAW CENTER TO PREVENT GUN VIOLENCE

268 BUSH STREET 555
SAN FRANCISCO,CA94104
NONE PUBLIC CHARITY CHARITABLE PURPOSES 5,000

GIRLS ON THE RUN OF MONTGOMERY COUNTY

11821 PARKLAWN DRIVE SUITE 125
ROCKVILLE,MD20852
NONE PUBLIC CHARITY CHARITABLE PURPOSES 2,000

GRACE COTTAGE FOUNDATION

PO BOX 1
TOWNSHEND,VT05353
NONE PUBLIC CHARITY CHARITABLE PURPOSES 500

GREAT PLAINS SPCA

5428 ANTIOCH DRIVE
MERRIAM,KS66202
NONE PUBLIC CHARITY CHARITABLE PURPOSES 2,000

GREATER WA EDUCATIONAL TELECOM ASSOC

3939 CAMPBELL AVENUE
ARLINGTON,VA22206
NONE PUBLIC CHARITY CHARITABLE PURPOSES 500

HABITAT FOR HUMANITY FOR RI SOUTH COUNTY

PO BOX 68
SHANNOCK,RI02875
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

HABITAT FOR HUMANITY OF DALLAS

2800 NORTH HAMPTON ROAD
DALLAS,TX75212
NONE PUBLIC CHARITY CHARITABLE PURPOSES 2,000

HARVARD UNIVERSITY

PO BOX 419209
BOSTON,MA022419209
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

HIGHLAND PARK PRESBYTERIAN CHURCH FDN

3821 UNIVERSITY BOULEVARD
DALLAS,TX75205
NONE PUBLIC CHARITY CHARITABLE PURPOSES 500

HINDS' FEET FARM

14625 BLACK FARMS ROAD
HUNTERSVILLE,NC28078
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

HISTORIC SOTTERLEY

PO BOX 67 44300 SOTTERLEY LANE
HOLLYWOOD,MD20636
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

HISTORIC ST MARYS CITY FOUNDATION

PO BOX 24
ST MARYS CITY,MD20686
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,634

HOLT-ELWELL MEMORIAL FOUNDATION

4 MOWGLIS DRIVE
HEBRON,NH03241
NONE PUBLIC CHARITY CHARITABLE PURPOSES 4,000

HUMANE FARMING ASSOCIATION

PO BOX 3577
SAN RAFAEL,CA94912
NONE PUBLIC CHARITY CHARITABLE PURPOSES 4,000

HUMANE SOCIETY OF GREATER KANSAS CITY

5445 PARALLEL PARKWAY
KANSAS CITY,KS66104
NONE PUBLIC CHARITY CHARITABLE PURPOSES 2,000

INTERNATIONAL RESCUE COMMITTEE

PO BOX 6068
ALBERT LEA,MN560079847
NONE PUBLIC CHARITY CHARITABLE PURPOSES 5,000

KANSAS ST FDN JOHN P NOONAN SCHOLARSHIP

2323 ANDERSON AVENUE
MANHATTAN,KS66502
NONE PUBLIC CHARITY CHARITABLE PURPOSES 2,000

KANSAS UNIVERSITY SCHOOL OF BUSINESS

203 SUMMERFIELD HALL
LAWRENCE,KS66045
NONE PUBLIC CHARITY CHARITABLE PURPOSES 2,000

KC PET PROJECT

7077 ELMWOOD AVENUE
KANSAS CITY,MO64132
NONE PUBLIC CHARITY CHARITABLE PURPOSES 2,000

KEMPER MUSEUM

4420 WARWICK BOULEVARD
KANSAS CITY,MO64111
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

LAHASH

1315 SOUTHEAST 20TH AVENUE
PORTLAND,OR97217
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

LEUKEMIA AND LYMPHOMA SOCIETY

3 INTERNATIONAL DRIVE SUITE 200
RYE BROOK,NY10573
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

LEVINE MUSIC

2801 UPTON ST NW
WASHINGTON,DC20008
NONE PUBLIC CHARITY CHARITABLE PURPOSES 500

LIFESPAN CANCER INSTITUTE

PO BOX H
PROVIDENCE,RI02901
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

LOLLYPOP FARM HUMANE SOC GTR ROCHESTER

99 VICTOR ROAD
FAIRPORT,NY14450
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

LONDONDERRY VOLUNTEER RESCUE SQUAD

PO BOX 911
LONDONDERRY,VT05148
NONE PUBLIC CHARITY CHARITABLE PURPOSES 500

MALALA FUND

PO BOX 70280
PHILADELPHIA,PA191760280
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

MEMORIAL ART GALLERY

300 EAST RIVER ROAD
ROCHESTER,NY14623
NONE PUBLIC CHARITY CHARITABLE PURPOSES 3,000

MICHAEL J FOX FDN FOR PARKINSONS RESEARCH

PO BOX 5014
HAGERSTOWN,MD21741
NONE PUBLIC CHARITY CHARITABLE PURPOSES 2,500

MILTON ACADEMY

170 CENTRE STREET
MILTON,MA02186
NONE PUBLIC CHARITY CHARITABLE PURPOSES 500

MOUNTAIN VALLEY MEDICAL CLINIC

38 VT ROUTE 11
LONDONDERRY,VT05148
NONE PUBLIC CHARITY CHARITABLE PURPOSES 500

NAMI

PO BOX 49104
BALTIMORE,MD21297
NONE PUBLIC CHARITY CHARITABLE PURPOSES 2,500

NATIONAL COALITION AGAINST CENSORSHIP

275 7TH AVENUE ROOM 1504
NEW YORK,NY10001
NONE PUBLIC CHARITY CHARITABLE PURPOSES 3,000

NATIONAL KIDNEY FOUNDATION

30 E 33RD STREET
NEW YORK,NY10016
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

NATIONAL NORDIC FOUNDATION

PO BOX 818
WOODSTOCK,VT05091
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

NATURAL RESOURCES DEFENSE COUNCIL

40 WEST 20TH STREET
NEW YORK,NY10011
NONE PUBLIC CHARITY CHARITABLE PURPOSES 3,500

NEIGHBORHOOD COUNSELING CENTER

5535 BALBOA BOULEVARD SUITE 221
ENCINO,CA91316
NONE PUBLIC CHARITY CHARITABLE PURPOSES 5,000

NENSA

49 PINELAND DRIVE SUITE 301A
NEW GLOUCESTER,ME04260
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

OPEN DOOR MISSION

156 NORTH PLYMOUTH AVENUE
ROCHESTER,NY14608
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

OVARIAN CANCER RESEARCH ALLIANCE

14 PENNSYLVANIA PLAZA SUITE 2210
NEW YORK,NY10122
NONE PUBLIC CHARITY CHARITABLE PURPOSES 2,500

PANCREATIC CANCER ACTION NETWORK

1500 ROSECRANS AVENUE SUITE 200
MANHATTAN BEACH,CA90266
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

PARTNERS IN HEALTH

PO BOX 996
FREDERICK,MD217059942
NONE PUBLIC CHARITY CHARITABLE PURPOSES 2,000

PATAGONIA YOUTH ENRICHMENT CENTER

PO BOX 843
PATAGONIA,AZ85624
NONE PUBLIC CHARITY CHARITABLE PURPOSES 3,000

PEMBROKE HILL SCHOOL

400 W 51ST STREET
KANSAS CITY,MO64112
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

PERU CONGREGATIONAL CHURCH

PO BOX 212
PERU,VT05152
NONE PUBLIC CHARITY CHARITABLE PURPOSES 500

PLANNED PARENTHOOD - NORTHERN NEW ENGLAND

784 HERCULES DRIVE SUITE 110
COLCHESTER,VT05446
NONE PUBLIC CHARITY CHARITABLE PURPOSES 500

PLANNED PARENTHOOD - SOUTHERN NEW ENGLAND

345 WHITNEY AVENUE
NEW HAVEN,CT06511
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

PLANNED PARENTHOOD CENTRAL AND WESTERN NY

114 UNIVERSITY AVENUE
ROCHESTER,NY14605
NONE PUBLIC CHARITY CHARITABLE PURPOSES 2,500

PLANNED PARENTHOOD FEDERATION OF AMERICA

PO BOX 97166
WASHINGTON,DC200907166
NONE PUBLIC CHARITY CHARITABLE PURPOSES 8,000

PLANNED PARENTHOOD OF GREATER TEXAS

7424 GREENVILLE AVENUE SUITE 206
DALLAS,TX75231
NONE PUBLIC CHARITY CHARITABLE PURPOSES 750

PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS

7155 EAST 38TH AVENUE
DENVER,CO80207
NONE PUBLIC CHARITY CHARITABLE PURPOSES 5,000

PLUTA CANCER CENTER FOUNDATION

125 RED CREEK DRIVE
ROCHESTER,NY14623
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

POPULATION SERVICES INTERNATIONAL

1120 19TH STREET NW SUITE 600
WASHINGTON,DC20036
NONE PUBLIC CHARITY CHARITABLE PURPOSES 18,000

RAINFOREST TRUST

PO BOX 841
WARRENTON,VA20188
NONE PUBLIC CHARITY CHARITABLE PURPOSES 2,500

ROCHESTER FRINGE FESTIVAL

PO BOX 10508
ROCHESTER,NY146100508
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

ROCHESTER PHILHARMONIC ORCHESTRA

255 EAST AVENUE
ROCHESTER,NY14604
NONE PUBLIC CHARITY CHARITABLE PURPOSES 3,000

ROCK CREEK CONSERVANCY

7200 WISCONSIN AVENUE SUITE 500
BETHESDA,MD20814
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

SAINT LUKE'S FOUNDATION

901 E 104TH ST 100S
KANSAS CITY,MO64131
NONE PUBLIC CHARITY CHARITABLE PURPOSES 2,000

SALVATION ARMY

PO BOX 2183
EDWARDS,CO81632
NONE PUBLIC CHARITY CHARITABLE PURPOSES 2,000

SAVE THE BAY - NARRAGANSETT BAY

100 SAVE THE BAY DRIVE
PROVIDENCE,RI02905
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

SCHOOL YEAR ABROAD

120 WATER ST SUITE 310
NORTH ANDOVER,MA01845
NONE PUBLIC CHARITY CHARITABLE PURPOSES 2,000

SIERRA CLUB FOUNDATION

2101 WEBSTER STREET SUITE 1250
OAKLAND,CA94612
NONE PUBLIC CHARITY CHARITABLE PURPOSES 6,000

SMALL CHAMPIONS OF COLORADO

PO BOX 4691
VAIL,CO81658
NONE PUBLIC CHARITY CHARITABLE PURPOSES 500

SOUTH KINGSTOWN LAND TRUST

17 MATUNUCK BEACH ROAD
WAKEFIELD,RI02879
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

SOUTH PIEDMONT COMMUNITY COLLEGE

PO BOX 126
POLKTON,NC28135
NONE PUBLIC CHARITY CHARITABLE PURPOSES 2,000

SOUTHERN METHODIST UNIVERSITY

PO BOX 223927
DALLAS,TX752229972
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,500

ST MARK'S SCHOOL OF SOUTHBOROUGH

25 MARLBORO RD PO BOX 9105
SOUTHBOROUGH,MA017729105
NONE PUBLIC CHARITY CHARITABLE PURPOSES 4,000

ST MARK'S SCHOOL OF TX - ST MARK'S FUND

10600 PRESTON ROAD
DALLAS,TX75230
NONE PUBLIC CHARITY CHARITABLE PURPOSES 10,000

ST MARY'S COLLEGE OF MARYLAND FOUNDATION

18952 EAST FISHER ROAD
ST MARYS CITY,MD20686
NONE PUBLIC CHARITY CHARITABLE PURPOSES 10,000

ST MARY'S EPISCOPAL CHURCH

258 CONCORD STREET
NEWTON LOWER FALLS,MA02462
NONE PUBLIC CHARITY CHARITABLE PURPOSES 2,000

STRATTON MOUNTAIN SCHOOL

7 WORLD CUP CIRCLE
STRATTON MOUNTAIN,VT05155
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

STUDENTS SHOULDER-TO-SHOULDER

3000 BOOTH FALLS ROAD
VAIL,CO81658
NONE PUBLIC CHARITY CHARITABLE PURPOSES 500

STUDIO THEATRE

1501 14TH STREET NW
WASHINGTON,DC20005
NONE PUBLIC CHARITY CHARITABLE PURPOSES 500

THE BRIGID ALLIANCE

PO BOX 58 PLANETARIUM STATION
NEW YORK,NY10024
NONE PUBLIC CHARITY CHARITABLE PURPOSES 2,866

THE CARTER CENTER

1 COPENHILL AVENUE
ATLANTA,GA30307
NONE PUBLIC CHARITY CHARITABLE PURPOSES 3,000

THE HOCKADAY SCHOOL

11600 WELCH ROAD
DALLAS,TX75229
NONE PUBLIC CHARITY CHARITABLE PURPOSES 3,000

THE JONNYCAKE CENTER FOR HOPE

22 KERSEY ROAD
PEACE DALE,RI02879
NONE PUBLIC CHARITY CHARITABLE PURPOSES 2,000

THE NATURE CONSERVANCY

4245 NORTH FAIRFAX DRIVE SUITE 100
ARLINGTON,VA22203
NONE PUBLIC CHARITY CHARITABLE PURPOSES 500

THE NELSON-ATKINS MUSEUM OF ART

4525 OAK STREET
KANSAS CITY,MO64111
NONE PUBLIC CHARITY CHARITABLE PURPOSES 5,000

THE PARK SCHOOL

171 GODDARD AVENUE
BROOKLINE,MA02445
NONE PUBLIC CHARITY CHARITABLE PURPOSES 25,500

THE POSSE FOUNDATION

14 WALL STREET SUITE 8A-60
NEW YORK,NY10005
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

THE PUBLIC'S RADIO

ONE UNION STATION
PROVIDENCE,RI02903
NONE PUBLIC CHARITY CHARITABLE PURPOSES 750

THE SHAKESPEARE THEATRE

516 8TH STREET SE
WASHINGTON,DC20003
NONE PUBLIC CHARITY CHARITABLE PURPOSES 2,500

THE STRONG

ONE MANHATTAN SQUARE
ROCHESTER,NY14607
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

THE TREVOR PROJECT

PO BOX 69232
WEST HOLLYWOOD,CA90069
NONE PUBLIC CHARITY CHARITABLE PURPOSES 2,500

UCLA FDN FRIENDS OF THE SEMEL INSTITUTE

760 WESTWOOD PLAZA ROOM 57-440
LOS ANGELES,CA90095
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

UNION COUNTY LIBRARY FOUNDATION

316 E WINDSOR STREET
MONROE,NC28112
NONE PUBLIC CHARITY CHARITABLE PURPOSES 2,000

UNIVERSITY OF THE PACIFIC

3601 PACIFIC AVENUE
STOCKTON,CA95211
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

VAIL HEALTH FOUNDATION

PO BOX 1529
VAIL,CO81658
NONE PUBLIC CHARITY CHARITABLE PURPOSES 15,000

VAIL MOUNTAIN SCHOOL

3000 BOOTH FALLS ROAD
VAIL,CO81657
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,250

VAIL VALLEY FOUNDATION

PO BOX 6550
AVON,CO81620
NONE PUBLIC CHARITY CHARITABLE PURPOSES 2,000

VAIL VETERANS PROGRAM

PO BOX 6473
VAIL,CO81658
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

VASSAR COLLEGE

161 COLLEGE AVENUE BOX 725
POUGHKEEPSIE,NY12603
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

VERMONT PUBLIC RADIO

365 TROY AVENUE
COLCHESTER,VT05446
NONE PUBLIC CHARITY CHARITABLE PURPOSES 500

WAMU 885 FM AMERICAN UNIVERSITY

PO BOX 98101
WASHINGTON,DC200908101
NONE PUBLIC CHARITY CHARITABLE PURPOSES 500

WAREHAM FREE LIBRARY

59 MARION ROAD
WAREHAM,MA02571
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

WATERORG

117 WEST 20TH STREET SUITE 203
KANSAS CITY,MO64108
NONE PUBLIC CHARITY CHARITABLE PURPOSES 2,500

WBUR

890 COMMONWEALTH AVE 3RD FLOOR
BOSTON,MA02215
NONE PUBLIC CHARITY CHARITABLE PURPOSES 500

WELLESLEY COLLEGE

106 CENTRAL STREET
WELLESLEY,MA02481
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

WEST RIVER SPORTS ASSOCIATION

PO BOX 685
LONDONDERRY,VT05148
NONE PUBLIC CHARITY CHARITABLE PURPOSES 500

WFAE 907 FM

8801 JM KEYNES DRIVE SUITE 91
CHARLOTTE,NC28262
NONE PUBLIC CHARITY CHARITABLE PURPOSES 2,000

WGBH

ONE GUEST STREET
BOSTON,MA02135
NONE PUBLIC CHARITY CHARITABLE PURPOSES 500

WIKIMEDIA FOUNDATION

PO BOX 98204
WASHINGTON,DC20090
NONE PUBLIC CHARITY CHARITABLE PURPOSES 500

WILLIAM J BRENNAN JR CENTER FOR JUSTICE

120 BROADWAY SUITE 1750
NEW YORK,NY10271
NONE PUBLIC CHARITY CHARITABLE PURPOSES 2,000

WILLOW DOMESTIC VIOLENCE CENTER

PO BOX 39601
ROCHESTER,NY14604
NONE PUBLIC CHARITY CHARITABLE PURPOSES 2,000

WILMOT CANCER INSTITUTE

300 E RIVER ROAD PO BOX 278996
ROCHESTER,NY14627
NONE PUBLIC CHARITY CHARITABLE PURPOSES 1,000

WORLD WILDLIFE FUND

1250 24TH STREET NW
WASHINGTON,DC20090
NONE PUBLIC CHARITY CHARITABLE PURPOSES 2,500

WRITERS AND BOOKS

740 UNIVERSITY AVENUE
ROCHESTER,NY14607
NONE PUBLIC CHARITY CHARITABLE PURPOSES 5,000

WTVI

PO BOX 35009
CHARLOTTE,NC28235
NONE PUBLIC CHARITY CHARITABLE PURPOSES 2,000
Total .................................right arrow 3a 372,750
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
         
4 Dividends and interest from securities ....     14 266,453  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 10,000  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 -38,440  
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) .. 0 238,013 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
238,013
(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:
WESTPORT FUND
EIN:
44-6007971
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 11,000 1,100   9,900

TY 2023 InvestmentsCorpStockSchedule
Name:
WESTPORT FUND
EIN:
44-6007971
Name of Stock End of Year Book Value End of Year Fair Market Value
BERKSHIRE HATHAWAY 216,128 982,598
FIDELITY LOW-PRICED STOCK FUND 265,450 528,493
FIDELITY SELECT GOLD PORTFOLIO 443,635 478,864
PRIMECAP ODYSSEY AGGRESSIVE GROWTH 371,796 470,824
VANGUARD EQUITY INCOME FUND 140,176 188,351
SPDR GOLD TRUST 368,053 863,516
VANGUARD DIVIDEND APPRECIATION ETF 296,559 937,200
VANGUARD FTSE EMERGING MARKETS ETF 346,953 398,670
WISDOMTREE JAPAN HEDGED EQUITY 88,996 149,830
VANGUARD INDUSTRIALS ETF 337,554 569,371
ISHARES INC MSCI JAPAN ETF 91,452 106,408
CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 338,742 495,304
VANGUARD SMALL-CAP VALUE INDEX FUND 329,656 502,476
LORD ABBETT FLOATING RATE FUND 275,000 265,225
VANGUARD VALUE INDEX FUND 236,804 250,861
WISDOMTREE FLOATING RATE TREASURY FUND 252,881 251,954
WISDOMTREE INDIA EARNINGS FUND 202,645 220,908

TY 2023 OtherAssetsSchedule
Name:
WESTPORT FUND
EIN:
44-6007971
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PREPAID FEDERAL EXCISE TAXES 1,016 1,546 1,546


TY 2023 OtherExpensesSchedule
Name:
WESTPORT FUND
EIN:
44-6007971
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK CHARGES 170 0   170
OTHER 64 0   64


TY 2023 OtherIncomeSchedule2
Name:
WESTPORT FUND
EIN:
44-6007971
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
RETURNED GRANTS 10,000 0 10,000


TY 2023 OtherProfessionalFeesSchedule
Name:
WESTPORT FUND
EIN:
44-6007971
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 9,235 9,235   0


TY 2023 TaxesSchedule
Name:
WESTPORT FUND
EIN:
44-6007971
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN INCOME TAX FROM INVESTMENTS 4,413 4,413   0
FEDERAL EXCISE TAXES 3,470 0   0