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
GRACE J FIPPINGER FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)67 FAWNFIELD RD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
STAMFORD, CT069033727
A Employer identification number

22-3019876
B Telephone number (see instructions)

(203) 249-6391
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$6,168,189J 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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 3,329 3,329  
4 Dividends and interest from securities... 123,006 123,006  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 172,256
b Gross sales price for all assets on line 6a 2,409,770
7 Capital gain net income (from Part IV, line 2)... 172,256
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).......      
12 Total. Add lines 1 through 11........ 298,591 298,591  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 82,807 41,403   41,404
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....   34,523    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,358 6,291   3,179
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 976 488   488
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,808 3,903   3,905
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 97,949 86,608   48,976
25 Contributions, gifts, grants paid....... 216,200 216,200
26 Total expenses and disbursements. Add lines 24 and 25 314,149 86,608   265,176
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -15,558
b Net investment income (if negative, enter -0-) 211,983
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............. 49,342 12,161 12,161
2 Savings and temporary cash investments......... 162,105 192,230 192,230
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)....... 4,286,002 Click to see attachment
List of Attached Documents:
// Content
4,277,500 		5,963,798
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)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,497,449 4,481,891 6,168,189
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........... 4,497,449 4,481,891
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 4,497,449 4,481,891
30 Total liabilities and net assets/fund balances (see instructions). 4,497,449 4,481,891
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
4,497,449
2
Enter amount from Part I, line 27a .....................
2
-15,558
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,481,891
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
4,481,891
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 FIDELITY (193) SHORT-TERM COVERED P    
b FIDELITY (193) LONG-TERM COVERED P    
c FIDELITY (194) SHORT-TERM COVERED P    
d FIDELITY (194) LONG-TERM COVERED P    
e FIDELITY (885) SHORT-TERM COVERED P    
FIDELITY (885) LONG-TERM COVERED P    
FIDELITY (310) LONG-TERM COVERED P    
FIDELITY (2400) SHORT-TERM COVERED P    
FIDELITY (2400) LONG-TERM COVERED P    
FIDELITY (1400) SHORT-TERM COVERED P    
FIDELITY (1400) LONG-TERM COVERED P    
FIDELITY (2041) LONG-TERM COVERED P    
FIRST REPUBLIC 4787 (SHORT-TERM COVERED) P    
FIRST REPUBLIC 4787 (LONG-TERM COVERED) P    
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 867,790   868,100 -310
b 81,116   74,171 6,945
c 18,629   17,922 707
d 71,821   76,006 -4,185
e 488,278   488,399 -121
136,056   132,387 3,669
48,140   42,198 5,942
18,642   20,497 -1,855
247,174   123,780 123,394
12,860   12,168 692
223,735   259,449 -35,714
134,025   89,870 44,155
997   983 14
58,891   31,584 27,307
1,616     1,616
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       -310
b       6,945
c       707
d       -4,185
e       -121
      3,669
      5,942
      -1,855
      123,394
      692
      -35,714
      44,155
      14
      27,307
      1,616
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 2 172,256
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 2,947
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 2,947
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 2,947
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,751
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 2,751
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 9 196
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
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 arrowCT
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 arrowEILEEN HYNES Telephone no.right arrow (203) 656-5500

Located atright arrow67 FAWNFIELD ROADSTAMFORDCT ZIP+4right arrow06903
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
EILEEN G HYNES EXECUTIVE DIRECTOR
30.00 		0 0 0
67 FAWNFIELD ROAD
STAMFORD,CT06903
LORRAINE PENNOYER DIRECTOR
2.00 		2,250 0 0
13 BARBARA DRIVE
NORWALK,CT06820
THOMAS W HYNES DIRECTOR
2.00 		0 0 0
67 FAWNFIELD ROAD
STAMFORD,CT06902
JOHANNA SWEET DIRECTOR
2.00 		750 0 0
26 HIGH STREET
CHARLESTOWN,MA02129
MICHAEL PETRONA DIRECTOR
2.00 		2,000 0 0
67 BIBBINS AVENUE
FAIRFIELD,CT06825
LIZ JUSTER DIRECTOR
2.00 		1,250 0 0
49 MONUMENT STREET
CHARLESTOWN,MA02129
CHRIS PATRONA DIRECTOR
2.00 		1,750 0 0
43 STONEHENGE ROAD
WESTON,CT06883
THOMAS L HYNES DIRECTOR
2.00 		750 0 0
120 REMSEN STREET
BROOKLYN,NY11201
MARIAN MCCAFFREY DIRECTOR
2.00 		1,750 0 0
61 COTTAGE STREET
TRUMBULL,CT06611
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
EILEEN G HYNES EXECUTIVE DIRECTOR
30.00 		72,307 0 0
67 FAWNFIELD ROAD
STAMFORD,CT06903
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
5,698,734
b
Average of monthly cash balances.......................
1b
207,919
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,906,653
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
5,906,653
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
88,600
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,818,053
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
290,903
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
290,903
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,947
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,947
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
287,956
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
287,956
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
287,956
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
265,176
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
265,176
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 7 287,956
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...... 15,685
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 15,685
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 265,176
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..... 265,176
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 15,685 15,685
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		7,095
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

HARLEM ACADEMY

1350 5TH AVENUE
NEW YORK,NY10026 		N/A SCHOOL EDUCATION 10,000

HICKSVILLE HIGH SCHOOL

180 DIVISION AVENUE
HICKSVILLE,NY11801 		N/A SCHOOL EDUCATION 35,000

HORIZONS BRIDGEPORT

120 POST ROAD WEST
WESTPORT,CT06880 		N/A PC EDUCATION 10,000

HUDSON LINK

PO BOX 862
OSSINING,NY10562 		N/A SCHOOL EDUCATION 16,000

PACIFIC HOUSE

597 PACIFIC STREET
STAMFORD,CT06902 		N/A PC HOMELESSNESS 10,000

SAGE VETS

305 SEVENTH AVENUE
NEW YORK,NY10001 		N/A PC HEALTHCARE 5,000

ST FRANCIS EPISCOPAL CHURCH

2810 LONG RIDGE ROAAD
STAMFORD,CT06905 		N/A PC SOCIAL SERVICES 1,000

THE HOPE LINE

884 163 STREET
BRONX,NY10459 		N/A PC SOCIAL SERVICES 10,000

THE STARFISH CONNECTION

1127 HIGH RIDGE ROAD
STAMFORD,CT06905 		N/A PC EDUCATION 5,000

VOLUNTEERS OF LEGAL SERVICES

281 PARK AVENUE SOUTH
NEW YORK,NY10013 		N/A PC SOCIAL SERVICES 10,000

WOMENS HEALTH AT YALE

PO BOX 208091
NEW HAVEN,CT06510 		N/A PC MEDICAL RESEARCH 10,000

XAVIER HIGH SCHOOL

30 WEST 16TH STREET
NEW YORK,NY10011 		N/A SCHOOL EDUCATION 1,000

LIVE GIRL

PO BOX 223
NEW CANAAN,CT06840 		N/A PC HUMAN DEVELOPMENT 10,000

EMMANUEL EPISCOPALIAN

285 LYONS PLAIN ROAD
WESTPORT,CT06883 		N/A PC RELIGIOUS 250

MASSACHUSETTS HISTORICAL SOCIETY

1154 BOYLESTON AVENUE
BOSTON,MA02215 		N/A PC EDUCATION 250

ALCU

125 BROAD STREET
NEW YORK,NY10004 		N/A PC CIVIL RIGHTS 300

PLANNED PARENTHOOD

35 SIXTH STREET
STAMFORD,CT06902 		N/A PC HEALTHCARE 300

WATERKEEPER ALLIANCE

180 MAIDEN LANE
NEW YORK,NY10038 		N/A PC ENVIRONMENTAL SERVICES 350

MARTHA'S VINEYARD BOYS AND GIRLS CLUB

44 ROBINSON ROAD
EDGARTOWN,MA02539 		N/A PC HUMAN DEVELOPMENT 1,500

DJ HENRY DREAM FUND

31 MILK STREET
BOSTON,MA02109 		N/A PC EDUCATION 250

NEW REACH

289 PECK STREET
NEW HAVEN,CT06513 		N/A PC EDUCATION 10,000

INFINITE LOVE FOR KIDS FIGHTING CANCER

PO BOX 4-62
MIDDLETOWN,NJ07748 		N/A PC HEALTH CARE 2,000

ADAM J LEWIS ACADEMY

500 STATE STREET
BRIDGEPORT,CT06604 		N/A PC EDUCATION 2,000

BILLION OYSTER PROJECT

10 SOUTH STREET SLIP 7
NEW YORK,NY10004 		N/A PC ENVIROMENTAL 400

BROOKLYN COMMUNITY FOUNDATION

1000 DEAN STREET 307
BROOKLYN,NY11238 		N/A PC CIVIL RIGHTS 400

THE LEO PROJECT

PO BOX 454
CHILMARK,MA02535 		N/A PC HEALTH CARE 1,000

TUNNEL TO THE TOWER FOUNDATION

2361 HYLAN BOULEVARD
STATEN ISLAND,NY10306 		N/A PC HEALTH CARE 2,000

THE DOE FUND

345 E 102ND STREET
NEW YORK,NY10029 		N/A PC EDUCATION 400

THE NEW PARADIGM THEATER COMPANY

2777 SUMMER STREET
STAMFORD,CT06905 		N/A PC THE ARTS 1,500

CITY HARVEST

150 52ND STREET
BROOKLYN,NY11232 		N/A PC HUMAN DEVELOPMENTHUMAN DEVELOPMENT 400

ROXBURY LATIN SCHOOL

191 ST THERESA AVENUE
BOSTON,MA02132 		N/A PC EDUCATION 500

CHARLESTOWN NURSERY SCHOOL

124 MAIN STREET
CHARLESTOWN,MA02129 		N/A PC EDUCATION 1,500

BROOKLYN DEFENDER SERVICES

177 LIVINGSTON STREET
BROOKLYN,NY11201 		N/A PC CIVIL RIGHTS 2,500

RED CLOUD INDIAN SCHOOL

100 MISSION DRIVE
PINERIDGE,SD57770 		N/A PC EDUCATION 25,000

STEPPING STONES MUSEUM

303 WEST AVENUE
NORWALK,CT06850 		N/A PC EDUCATION 20,000

HOUSING DEVELOPMENT FUND

100 PROSPECT STREET
STAMFORD,CT06901 		N/A PC HUMAN DEVELOPMENT 10,000

WILD BIRD FUND

565 COLUMBUS AVENUE
NEW YORK,NY10024 		N/A PC ENVIRONMENAL 400
Total .................................right arrow 3a 216,200
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 3,329  
4 Dividends and interest from securities ....     14 123,006  
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 ............ 		    14 172,256  
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) .. 0 298,591 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
298,591
(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.)
1 THE FOUNDATION HAS NO PROGRAM RELATED INCOME ACTIVITIES
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 InvestmentsCorpStockSchedule
Name:
GRACE J FIPPINGER FOUNDATION INC
EIN:
22-3019876
Name of Stock End of Year Book Value End of Year Fair Market Value
ACCO BRANDS CORP - 1,552 SHS 10,756 9,436
BANK OF HAWAII CORP - 116 SHS 6,670 8,405
BRITISH AMERICAN TOBACCO PLC ADR - 442 SHS 19,248 12,946
CIE FINANCIERE RICHEMONT SA ADR - 964 SHS 6,625 13,279
COMPAGNIE DE SAINT-GOBAIN SA ADR - 1,345 11,829 19,839
DEUTSCHE TELEKOM AG ADR - 630 SHS 12,005 15,202
DIAGEO PLC ADR - 83 SHS 9,137 12,090
DOUGLAS DYNAMICS - 210 SHS 8,040 6,233
ESCALADE INCORPORATE - 595 SHS 10,371 11,954
ETHAN ALLEN INTERIORS INC - 338 SHS 9,047 10,789
IBERDROLA SA ADR - 270 SHS 13,769 14,175
ISHARES 0-5 YEAR TIPS - 181 SHS 19,567 17,845
ISHARES 0-5 YEAR TIPS - 301 SHS 32,003 29,676
ISHARES 7-10 YEAR TREASURY BOND - 347 SHS 38,189 35,472
ISHARES 7-10 YEAR TREASURY BOND - 420 SHS 45,989 42,701
ISHARES CORE S&P 500 ETF - 123 SHS 36,640 58,748
ISHARES CORE S&P 500 ETF - 51 SHS 15,224 24,359
JANUS HENDERSON GROUP PLC - 265 SHS 6,495 7,990
JOHNSON OUTDOORS INCORPORATED - 99 SHS 6,289 5,289
MOVADO GROUP INC 256 SHS 8,064 7,718
MSC INDUSTRIAL DIRECT CO INC - 79 SHS 4,415 8,000
NATIONAL GRID PLC ADR - 196 SHS 10,917 13,326
NESTLE SA ADR - 168 SHS 13,768 19,426
NORTHWESTERN CORP - 126 SHS 7,889 6,412
NOVARTIS AG ADR - 149 SHS 9,927 15,045
OLD REPUBLIC INTERNATIONAL CORP - 360 SHS 7,934 10,584
PATTERSON COMPANIES INC - 362 SHS 8,082 10,299
PING AN INSURANCE (GROUP) CO. OF CHINA LTD ADR - 1398 SHS 23,277 12,610
POSTAL REALTY TR - 788 SHS 11,728 11,473
RELX PLC ADR - 408 SHS 11,887 16,181
ROCHE HOLDING AG ADR - 411 SHS 17,710 14,891
SANOFI SA ADR - 282 SHS 12,527 14,024
SAP SE ADR - 151 SHS 15,477 23,343
SCHNEIDER ELECTRIC SE ADR - 571 SHS 13,619 22,971
SHELL PLC - 384 SHS 17,570 25,267
STEELCASE INC - 1168 SHS 13,376 15,791
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR - 129 SHS 14,852 13,416
TOKYO ELECTRON LTD ADR - 255 SHS 13,556 22,654
UNILEVER PLC ADR - 224 SHS 11,959 10,860
UPM-KYMMENE CORP - 453 SHS 13,856 17,067
WESTWOOD HOLDINGS GROUP - 655 SHS 8,903 8,233
WISDOMTREE FLOATING RATE - 376 SHS 26,756 28,162
WISDOMTREE FLOATING RATE - 208 SHS 14,801 15,579
AVANTIS US SMALL CAP VALUE ETF - 507 SHS 45,465 45,529
AVANTIS US SMALL CAP VALUE ETF - 167 SHS 14,976 14,997
BAR HARBOR BANKSHARES - 338 SHS 8,871 9,924
BGSF INC - 869 SHS 15,127 8,169
BNP PARIBAS ADR - 681 SHS 17,605 23,658
BONDBLOXX BLOOMBERG 6 MTH TRG DUR US TRS - 2230 SHS 111,678 111,946
BONDBLOXX BLOOMBERG 6 MTH TRG DUR US TRS - 901 SHS 45,122 45,230
BONDBLOXX BLOOMBERG ONE YR TGT DUR US TRS - 371 SHS 18,439 18,468
COMPASS DIVERSIFIED HOLDINGS - 435 SHS 9,353 9,766
EVOLUTION PETE CORP - 932 SHS 5,299 5,415
INNOVATOR MSCI EMERGING MKT JANUARY BUFFER ETF - 2587 SHS 70,405 74,169
INNOVATOR MSCI EMERGING MKT JANUARY BUFFER ETF - 1077 SHS 29,305 30,878
ISHARES 1-3 YEAR TREASURY BOND ETF - 226 SHS 18,442 18,541
ISHARES BARCLAYS GNMA - 413 SHS 18,126 18,275
ISHARES BARCLAYS GNMA - 339 SHS 14,878 15,001
ISHARES MSCI CHINA INDEX - 338 SHS 14,618 13,770
ISHARES MSCI CHINA INDEX - 1022 SHS 44,201 41,636
ISHARES MSCI INDIA INDEX - 465 SHS 22,666 22,697
ISHARES TIPS BOND ETF - 211 SHS 22,303 22,680
ISHARES TIPS BOND ETF - 175 SHS 18,497 18,811
MONRO MUFFLER BRAKE INC - 325 SHS 9,332 9,536
PERNOD-RICARD SA ADR - 371 SHS 14,471 13,096
RESOURCES CONNECTION INC - 599 SHS 6,733 8,488
SANDVIK AB ADR - 826 SHS 16,739 17,908
SONY GROUP CORPORATION ADR - 167 SHS 15,148 15,813
SPROTT INC - 267 SHS 8,194 9,065
SUPERIOR GROUP OF COMPANIES - 578 SHS 6,833 7,803
WENDY'S COMPANY - 379 SHS 6,261 7,383
WORLD GOLD TRUST SPDR GLD MINISHARES ETF - 399 SHS 14,203 16,323
WORLD GOLD TRUST SPDR GLD MINISHARES ETF - 479 SHS 17,627 19,596
ZURICH INSURANCE GROUP LTD - 335 SHS 15,580 17,515
ACCENTURE PLC IRELAND SHS CL A - 420 SHS 63,308 147,382
ALPHABET INC CL A - 1120 SHS 63,426 156,453
AMPHENOL CORP NEW CL A - 580 SHS 44,643 57,495
APPLE INC - 690 SHS 25,457 132,846
AUTOMATIC DATA PROCESSING INC - 340 SHS 55,833 79,210
BALL CORP - 550 SHS 37,909 31,636
BROADRIDGE FINANCIAL SOLUTIONS INC COM - 310 SHS 36,802 63,783
EQUIFAX INC - 250 SHS 37,983 61,823
HOME DEPOT INC - 190 SHS 54,729 65,845
INTUIT COM - 200 SHS 61,443 125,006
JOHNSON & JOHNSON - 380 SHS 37,946 59,561
KLA CORP COM - 100 SHS 47,157 58,130
MARSH & MCLENNAN COMPANIES INC - 530 SHS 83,455 100,419
MASTERCARD INC CL A - 190 SHS 43,489 81,037
MICROSOFT CORP - 440 SHS 19,947 165,458
MOODYS CORP - 70 SHS 21,996 27,339
NIKE INC CL B - 850 SHS 66,318 92,285
PEPSICO INC COM - 845 SHS 82,542 143,515
PFIZER INC COM - 2160 SHS 78,623 62,186
PROCTER & GAMBLE CO - 410 SHS 46,453 60,081
STARBUCKS CORP - 870 SHS 77,491 83,529
STRYKER CORP - 400 SHS 63,603 119,784
TEXAS INSTRUMENTS INC - 400 SHS 54,090 68,184
UNITEDHEALTH GROUP INC - 250 SHS 54,734 131,618
VERISK ANALYTICS INC CL A - 160 SHS 27,436 38,218
WASTE MGMT INC DEL COM - 310 SHS 37,472 55,521
PRINCIPAL FINANCIAL GROUP INC - 700 SHS 4,903 55,069
RAYMOND JAMES FINANCIAL INC - 750 SHS 0 83,625
PETROLEO BRASILEIRO SA PETROBRAS ADR - 1,000 SHS 26,768 15,970
ABBIVIE INC - 302 SHS 49,887 46,801
AIR PRODUCTS & CHEMICALS INC - 187 SHS 27,057 51,201
AMERICAN WATER WKS CO INC - 358 SHS 50,913 47,252
ARES MGMT L P - 718 SHS 45,500 85,385
AUTOMATIC DATA PROCESSING INC - 265 SHS 19,049 61,737
EXXON MOBIL CORP - 731 SHS 37,869 73,085
GILEAD SCIENCES INC - 429 SHS 33,348 34,753
HOME DEPOT INC - 155 SHS 41,444 53,715
INTERNATIONAL BUSINESS MACH CORP - 189 SHS 29,611 30,911
KIMBERLY-CLARK CORP - 350 SHS 42,102 42,529
MCCORMICK & CO INC NON-VOTING - 562 SHS 27,709 38,452
MCDONALDS CORP COM - 215 SHS 20,598 63,750
MEDTRONIC PLC - 548 SHS 50,219 45,144
MERCK & CO INC - 426 SHS 32,736 46,443
ONEOK INC - 1,379 SHS 40,279 96,833
PRICE T ROWE GROUP - 335 SHS 49,609 36,076
QUALCOMM INC - 409 SHS 24,894 59,154
REALTY INCOME CORP - 485 SHS 17,526 27,849
REPUBLIC SVCS INC COM - 575 SHS 20,711 94,823
SNAP-ON INC - 168 SHS 26,932 48,525
TEXAS INSTRUMENTS INC - 279 SHS 50,141 47,558
VERIZON COMMUNICATIONS INC - 450 SHS 22,197 16,965
WATSCO INC - 128 SHS 24,105 54,844
WEC ENERGY GROUP INC - 475 SHS 21,064 39,981
BCE INC - 899 SHS 44,120 35,403
JP MORGAN SECURITIES 744,684 829,775

TY 2023 OtherExpensesSchedule
Name:
GRACE J FIPPINGER FOUNDATION INC
EIN:
22-3019876
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
COMPUTER EXPENSES 4,303 2,151   2,152
INSURANCE 2,126 1,063   1,063
POSTAGE 153 76   77
SUPPLIES 1,226 613   613


TY 2023 TaxesSchedule
Name:
GRACE J FIPPINGER FOUNDATION INC
EIN:
22-3019876
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 0 3,112   0
PAYROLL TAX 6,358 3,179   3,179