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 03-01-2023 , and ending 02-29-2024
Name of foundation
WAITE M B-BRAND FOUNDATION TW
 
Number and street (or P.O. box number if mail is not delivered to street address)4900 TIEDEMAN ROAD OH-01-49-0381
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BROOKLYN, OH44144
A Employer identification number

34-6563471
B Telephone number (see instructions)

(419) 259-4736
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$3,144,596J 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... 66,716 66,609  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 73,473
b Gross sales price for all assets on line 6a 467,549
7 Capital gain net income (from Part IV, line 2)... 73,473
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........ 140,189 140,082  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 24,272 18,204   6,068
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
451 0 0 451
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,050 0 0 1,050
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,025 825   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
494 94   400
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 32,292 19,123 0 7,969
25 Contributions, gifts, grants paid....... 289,883 289,883
26 Total expenses and disbursements. Add lines 24 and 25 322,175 19,123 0 297,852
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -181,986
b Net investment income (if negative, enter -0-) 120,959
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.............      
2 Savings and temporary cash investments.........   27,705 27,705
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)      
b Investments—corporate stock (attach schedule).......      
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).......... 2,346,978 Click to see attachment
List of Attached Documents:
// Content
2,137,229 		3,116,891
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) 2,346,978 2,164,934 3,144,596
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........ 2,346,978 2,164,934
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)..... 2,346,978 2,164,934
30 Total liabilities and net assets/fund balances (see instructions). 2,346,978 2,164,934
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
2,346,978
2
Enter amount from Part I, line 27a .....................
2
-181,986
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
85
4
Add lines 1, 2, and 3 ..........................
4
2,165,077
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
143
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,164,934
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 69. ALPHABET INC     2023-03-23
b 39. AMAZON COM INC   2021-11-17 2023-03-23
c 74. AMPHENOL CORP   2021-11-17 2023-03-23
d 12. BROADCOM INC   2021-03-25 2023-03-23
e 11. BROADCOM INC   2021-03-25 2023-08-21
522. CAMECO CORP     2023-03-23
116. CHEVRON CORP   2023-03-23 2023-11-22
58. CUMMINS INC   2021-03-25 2023-08-21
1. DANAHER CORP   2023-03-23 2023-11-22
47. DANAHER CORP     2023-11-22
3. DOLLAR GENERAL CORP   2022-05-02 2023-03-23
60. DOLLAR GENERAL CORP   2021-11-17 2023-03-23
97. DOMINION RES INC VA NEW   2022-05-02 2023-03-23
107. DOMINION RES INC VA NEW   2021-03-25 2023-03-23
210. FREEPORT-MCMORAN INC   2021-03-25 2023-03-23
143. HESS CORP   2021-11-17 2023-03-23
1. HOME DEPOT INC   2023-03-23 2023-08-21
50. HOME DEPOT INC     2023-08-21
5. HOST HOTELS & RESORTS INC   2023-03-23 2023-08-21
396. HOST HOTELS & RESORTS INC   2022-05-02 2023-08-21
126. INVITATION HOMES INC   2021-11-17 2023-08-21
1200. ISHARES GOLD TRUST   2000-01-01 2023-03-31
1200. ISHARES GOLD TRUST   2000-01-01 2023-04-30
1200. ISHARES GOLD TRUST   2000-01-01 2023-05-31
1200. ISHARES GOLD TRUST   2000-01-01 2023-06-30
1200. ISHARES GOLD TRUST   2000-01-01 2023-07-31
1200. ISHARES GOLD TRUST   2000-01-01 2023-08-31
1200. ISHARES GOLD TRUST   2000-01-01 2023-09-30
1200. ISHARES GOLD TRUST   2000-01-01 2023-10-31
1200. ISHARES GOLD TRUST   2000-01-01 2023-11-30
1200. ISHARES GOLD TRUST   2000-01-01 2023-12-31
39. JOHNSON & JOHNSON   2022-05-02 2023-11-22
4. KRAFT HEINZ CO   2023-03-23 2023-08-21
375. KRAFT HEINZ CO   2020-08-26 2023-08-21
33. MICROSOFT CORP   2012-01-12 2023-03-23
70. MOLSON COORS BREWING CO   2023-03-23 2023-08-21
2830. NEUBERGER BERMAN EMERG MKTS EQTY OPEN-END FUND INSTL CL     2023-10-20
1. NEXTERA ENERGY INC   2023-03-23 2023-08-21
104. NEXTERA ENERGY INC   2018-05-07 2023-08-21
42. NVIDIA CORP   2020-01-21 2023-08-21
19. NVIDIA CORP   2020-01-21 2023-11-22
107. PROCTER & GAMBLE CO COM     2023-03-23
2. RAYTHEON TECHNOLOGIES CORP   2023-03-23 2023-08-21
129. RAYTHEON TECHNOLOGIES CORP     2023-08-21
29. ROPER TECHNOLOGIES INC   2017-03-20 2023-03-23
50000. UNITED STATES TREAS NTS   2022-10-18 2023-10-31
50000. UNITED STATES TREAS NTS   2022-12-30 2024-01-02
2. UNITEDHEALTH GROUP INC   2022-05-02 2023-03-23
37. UNITEDHEALTH GROUP INC     2023-03-23
.33 VERALTO CORP   2023-03-23 2023-11-22
15.67 VERALTO CORP     2023-11-22
9. VULCAN MATERIALS CO COM   2022-12-30 2023-03-23
130. WYNN RESORTS LTD   2023-03-23 2023-11-22
60. ZOETIS INC   2018-03-26 2023-03-23
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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(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 7,240   4,038 3,202
b 3,881   6,951 -3,070
c 5,808   6,288 -480
d 7,696   5,510 2,186
e 9,487   5,051 4,436
12,916   5,488 7,428
16,399   18,378 -1,979
13,538   15,036 -1,498
219   219  
10,287   3,795 6,492
616   716 -100
12,314   13,705 -1,391
5,135   7,980 -2,845
5,665   8,082 -2,417
8,142   6,531 1,611
17,847   11,497 6,350
325   285 40
16,226   7,704 8,522
79   76 3
6,281   8,067 -1,786
4,125   5,100 -975
9   8 1
9   8 1
10   9 1
9   9  
9   9  
9   9  
9   9  
9   8 1
9   8 1
10   8 2
5,912   7,057 -1,145
133   151 -18
12,487   13,215 -728
9,095   920 8,175
4,362   3,513 849
45,818   61,141 -15,323
67   74 -7
6,943   4,268 2,675
19,364   2,615 16,749
9,474   1,183 8,291
15,375   8,307 7,068
171   193 -22
11,014   6,467 4,547
12,447   6,111 6,336
50,000   49,199 801
50,000   49,004 996
958   1,018 -60
17,725   16,079 1,646
24   29 -5
1,143   501 642
1,489   1,569 -80
11,313   14,147 -2,834
9,817   4,936 4,881
      8,100
      8,100
      8,100
      8,100
      8,100
      8,100
      8,100
      8,100
      8,100
      8,100
      8,100
      8,100
      8,100
      8,100
      8,100
      8,100
      8,100
      8,100
      8,100
      8,100
      8,100
      8,100
      8,100
      8,100
      8,100
      8,100
      8,100
      8,100
      8,100
      8,100
      8,100
      8,100
      8,100
      8,100
      8,100
      8,100
      8,100
      8,100
      8,100
      8,100
      8,100
      8,100
      8,100
      8,100
      8,100
      8,100
      8,100
      8,100
      8,100
      8,100
      8,100
      8,100
      8,100
      8,100
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       3,202
b       -3,070
c       -480
d       2,186
e       4,436
      7,428
      -1,979
      -1,498
       
      6,492
      -100
      -1,391
      -2,845
      -2,417
      1,611
      6,350
      40
      8,522
      3
      -1,786
      -975
      1
      1
      1
       
       
       
       
      1
      1
      2
      -1,145
      -18
      -728
      8,175
      849
      -15,323
      -7
      2,675
      16,749
      8,291
      7,068
      -22
      4,547
      6,336
      801
      996
      -60
      1,646
      -5
      642
      -80
      -2,834
      4,881
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 73,473
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 1,681
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 1,681
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 1,681
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 5,466
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 5,466
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 3,785
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,684 Refundedright arrow 11 2,101
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 arrowOH
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 arrowKeybank National Association Telephone no.right arrow (216) 813-4548

Located atright arrow4900 TIEDEMAN RD OH-01-49-0381BROOKLYNOH ZIP+4right arrow44144
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
KEYBANK NATIONAL ASSOCIATION CO-TRUSTEE
1 		24,272    
PO BOX 10099
TOLEDO,OH436990099
GREGORY S SHUMAKER CO-TRUSTEE
1 		0    
1000 JACKSON
TOLEDO,OH43624
HOPE J WELLES CO-TRUSTEE
1 		0    
112 ROCKLEDGE DR
PERRYSBURG,OH43551
PHIL H WOLF CO-TRUSTEE
1 		0    
C/O KEYBANK NA PO BOX 10099
TOLEDO,OH436990099
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
2,997,782
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,997,782
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
2,997,782
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
44,967
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,952,815
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
147,641
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
147,641
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,681
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,681
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
145,960
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
145,960
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
145,960
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
297,852
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
297,852
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 7 145,960
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...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 36,204
f Total of lines 3a through e ........ 36,204
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 297,852
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..... 145,960
e Remaining amount distributed out of corpus 151,892
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 5 188,096
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		188,096
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 36,204
e Excess from 2023.... 151,892
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 e-mail address of the person to whom applications should be addressed:
SHUMAKER LOOP KENDRICK
1000 JACKSON
TOLEDO,OH43624
(419) 241-9000
bThe form in which applications should be submitted and information and materials they should include:
NO SPECIFIC FORM
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
INFORMATION IS AVAILABLE FROM GREGORY SHUMAKER. SEE LINE 2A FOR ADDRESS AND TELEPHONE INFORMATION.
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

ABILITY CENTER

5605 MONROE ST
SYLVANIA,OH43560 		NONE PC GENERAL OPERATING 25,000

BOYS AND GIRLS CLUBS

2250 N DETROIT AVE
TOLEDO,OH43606 		NONE PC GENERAL OPERATING 15,000

IMAGINATION STATION

1 DISCOVERY WAY
TOLEDO,OH43604 		NONE PC GENERAL OPERATING 7,500

KIDNEY FOUNDATION

3100 WEST CENTRAL AVE SUITE 250
TOLEDO,OH43606 		NONE PC GENERAL OPERATING 10,000

LEADERSHIP TOLEDO

316 ADAMS ST
TOLEDO,OH43606 		NONE PC GENERAL OPERATING 13,000

NATURE CONSERVANCY

6375 RIVERSIDE DR STE 100
DUBLIN,OH43017 		NONE PC GENERAL OPERATING 50,000

SIGHT CENTER

1002 GARDEN LAKE PARKWAY
TOLEDO,OH43614 		NONE PC GENERAL OPERATING 50,000

TOLEDO CULTURAL ARTS CENTER
VALENTINE COMMUNITY PERFORMING ARTS
410 ADAMS ST
TOLEDO,OH43604 		NONE PC GENERAL OPERATING 5,000

TOLEDO DAY NURSERY

2211 JEFFERSON AVE
TOLEDO,OH43604 		NONE PC GENERAL OPERATING 5,000

TOLEDO OPERA

425 JEFFERSON AVE STE 601
TOLEDO,OH43604 		NONE PC GENERAL OPERATING 4,000

TOLEDO SCHOOL FOR THE ARTS

333 14TH ST
TOLEDO,OH43604 		NONE PC GENERAL OPERATING 10,000

TOLEDO SYMPHONY

1838 PARKWOOD AVE 310
TOLEDO,OH43697 		NONE PC GENERAL OPERATING 10,000

BOY SCOUTS OF AMERICA
ERIE SHORES COUNCIL
5600 W SYLVANIA AVE
TOLEDO,OH43623 		NONE PC GENERAL OPERATING 3,550

ST PAUL'S COMMUNITY CENTER

P O BOX 9564
TOLEDO,OH436979564 		NONE PC GENERAL OPERATING 5,000

VICTORY CENTER

5532 W CENTRAL AVE STE B
TOLEDO,OH43615 		NONE PC GENERAL OPERATING 6,000

WGTE PUBLIC MEDIA

P O BOX 30
TOLEDO,OH43614 		NONE PC GENERAL OPERATING 5,000

Diabetes Youth Services

2100 CENTRAL AVE 110
Toledo,OH43606 		NONE PC GENERAL OPERATING 7,000

TOLEDO ZOOLOGICAL SOCIETY

2700 BROADWAY ST
Toledo,OH43609 		NONE PC GENERAL OPERATING 25,000

FRIENDS OF OTTAWA NATIONAL WILDLIFE
REFUGE
14000 OH-2
OAK HARBOR,OH43449 		NONE PC SUPPORT INTERN PROJECT 15,000

TRINITY EPISCOPAL CHURCH

316 ADAMS ST
TOLEDO,OH43604 		NONE PC OPERATING SUPPORT 8,333

YMCA STORER CAMPS

6941 STONY LAKE RD
JACKSON,MI49201 		NONE PC OPERATING SUPPORT 2,500

CULVER EDUCATIONAL FOUNDATION

1300 ACADEMY ROAD NO 159
CULVER,IN46511 		NONE PC GENERAL OPERATING 5,000

AUTISM MODEL SCHOOL

3020 TREMAINSVILLE RD
TOLEDO,OH43613 		NONE PC GENERAL OPERATING 3,000
Total .................................right arrow 3a 289,883
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 66,716  
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 73,473  
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) ..   140,189  
13Total. Add line 12, columns (b), (d), and (e)..................
13
140,189
(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:
WAITE M B-BRAND FOUNDATION TW
EIN:
34-6563471
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,050     1,050

TY 2023 InvestmentsOtherSchedule2
Name:
WAITE M B-BRAND FOUNDATION TW
EIN:
34-6563471
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
020002101 ALLSTATE CORP AT COST 12,854 15,952
02079K305 ALPHABET INC AT COST 17,071 55,107
023135106 AMAZON COM INC AT COST 7,613 45,427
025816109 AMERICAN EXPRESS CO AT COST 16,714 22,381
030420103 AMERICAN WATER WORKS AT COST 11,454 9,957
032095101 AMPHENOL CORP AT COST 14,265 28,949
037833100 APPLE INC AT COST 15,660 72,481
05531FBE2 BB&T CORP DTD 6/5/20 AT COST 48,559 48,932
060505104 BANK OF AMERICA CORP AT COST 12,221 16,984
09061G101 BIOMARIN PHARMACEUTI AT COST 18,157 19,758
09260C307 BLACKROCK SYSTEMATIC AT COST 18,998 18,849
11135F101 BROADCOM INC AT COST 16,531 46,818
13321L108 CAMECO CORP AT COST 12,474 51,757
22160K105 COSTCO WHOLESALE COR AT COST 2,722 16,366
229663109 CUBESMART AT COST 10,803 11,426
337738108 FISERV INC AT COST 22,414 28,063
35671D857 FREEPORT-MCMORAN INC AT COST 10,270 23,858
36256V783 GMO RESOURCES FUND $ AT COST 42,500 29,555
36266G107 GE HEALTHCARE TECHNO AT COST 28,118 34,686
38142V845 GOLDMAN SACHS INTL E AT COST 98,763 107,454
42809H107 HESS CORP AT COST 17,763 33,668
438516106 HONEYWELL INTERNATIO AT COST 12,230 12,123
46137V357 INVESCO S&P 500 EQUA AT COST 395,429 520,928
46187W107 INVITATION HOMES INC AT COST 13,909 11,754
464285204 ISHARES GOLD TRUST AT COST 40,672 46,380
464287176 ISHARES BARCLAYS TIP AT COST 43,208 36,285
464287234 ISHARES MSCI EMERGIN AT COST 52,437 67,983
464287507 ISHARES CORE S&P MID AT COST 16,263 28,830
464287804 ISHARES CORE S&P SMA AT COST 22,836 42,940
46432F842 ISHARES CORE MSCI EA AT COST 86,272 114,880
46637K281 JPMORGAN HEDGED EQUI AT COST 19,000 22,901
46653M849 JOHCM INTERNATIONAL AT COST 43,272 44,541
478160104 JOHNSON & JOHNSON AT COST 20,389 18,236
49177J102 KENVUE INC AT COST 14,048 13,319
52106N459 LAZARD GLOBAL LISTED AT COST 49,956 50,020
550021109 LULULEMON ATHLETICA AT COST 18,405 22,420
589509207 MERGER FUND $0.156 AT COST 19,000 18,626
594918104 MICROSOFT CORP AT COST 4,781 66,596
60871R209 MOLSON COORS BREWING AT COST 13,952 17,353
67066G104 NVIDIA CORP AT COST 10,737 48,258
69331C108 PG&E CORP AT COST 9,999 10,047
701094104 PARKER HANNIFIN CORP AT COST 12,371 30,521
713448108 PEPSICO INC AT COST 15,584 14,385
72201U455 PIMCO TRENDS MANAGED AT COST 19,000 15,631
72201U638 PIMCO MORTAGE OPP & AT COST 91,536 78,210
74256W584 PRINCIPAL MIDCAP FUN AT COST 70,126 124,283
78409V104 S&P GLOBAL INC AT COST 18,969 21,847
808513AX3 CHARLES SCHWAB CORP AT COST 48,891 49,063
872590104 T-MOBILE US INC AT COST 21,777 25,638
89115A2J0 TORONTO-DOMINION BAN AT COST 49,484 49,652
892356106 TRACTOR SUPPLY CO AT COST 15,145 18,565
904504842 UNDISCOVERED MGRS BE AT COST 50,000 109,783
912796CX5 UNITED STATES TREAS AT COST 48,690 49,649
91324P102 UNITEDHEALTH GROUP I AT COST 8,457 11,353
922908710 VANGUARD 500 INDEX F AT COST 154,728 395,685
929160109 VULCAN MATERIALS CO AT COST 15,868 24,192
949746101 WELLS FARGO CO AT COST 27,349 38,969
955306105 WEST PHARMACEUTICAL AT COST 10,438 8,601
962879102 WHEATON PRECIOUS MET AT COST 16,638 15,281
98419M100 XYLEM INC AT COST 12,226 15,754
98980G102 ZSCALER INC AT COST 11,970 15,002
995084027 PROPERTY LOCATION DE      
G7997R103 SEAGATE TECHNOLOGY H AT COST 11,727 14,330
G8473T100 STERIS PLC AT COST 16,438 20,962
H8817H100 TRANSOCEAN LTD AT COST 27,098 16,687

TY 2023 LegalFeesSchedule
Name:
WAITE M B-BRAND FOUNDATION TW
EIN:
34-6563471
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 451     451


TY 2023 OtherDecreasesSchedule
Name:
WAITE M B-BRAND FOUNDATION TW
EIN:
34-6563471
Description Amount
ROC ADJUSTMENT 140
ROUNDING 3


TY 2023 OtherExpensesSchedule
Name:
WAITE M B-BRAND FOUNDATION TW
EIN:
34-6563471
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING/TAXES PAID 400 0   400
INVESTMENT EXPENSES - PROCEEDS 94 94   0


TY 2023 OtherIncreasesSchedule
Name:
WAITE M B-BRAND FOUNDATION TW
EIN:
34-6563471
Description Amount
COST ADJUSTMENT ON UIT SALES 85


TY 2023 TaxesSchedule
Name:
WAITE M B-BRAND FOUNDATION TW
EIN:
34-6563471
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 610 610   0
FEDERAL ESTIMATES - PRINCIPAL 5,200 0   0
FOREIGN TAXES ON NONQUALIFIED 215 215   0