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
HOWARD P COLHOUN FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)14114 MANTUA MILL ROAD
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GLYNDON, MD211364836
A Employer identification number

52-1853373
B Telephone number (see instructions)

(410) 332-4171
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$90,748,684
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 10,016,100
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,861,951 1,861,951  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -856,470
b Gross sales price for all assets on line 6a 5,236,456
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 11,021,581 1,861,951  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 23,000 5,750   17,250
c Other professional fees (attach schedule).... 42,305 37,955   4,350
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 33,522 33,522   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 9,355 0   9,355
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 34,104 34,104   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 142,286 111,331   30,955
25 Contributions, gifts, grants paid....... 3,621,435 3,621,435
26 Total expenses and disbursements. Add lines 24 and 25 3,763,721 111,331   3,652,390
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 7,257,860
b Net investment income (if negative, enter -0-) 1,750,620
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............. 249,471 56,332 56,332
2 Savings and temporary cash investments......... 4,966,570 6,473,314 6,473,314
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)....... 65,481,025 Click to see attachment
List of Attached Documents:
// Content
82,514,933
82,514,933
c Investments—corporate bonds (attach schedule)....... 853,818 0 0
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).......... 1,860,354 Click to see attachment
List of Attached Documents:
// Content
1,704,105
1,704,105
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) 73,411,238 90,748,684 90,748,684
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........... 73,411,238 90,748,684
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)..... 73,411,238 90,748,684
30 Total liabilities and net assets/fund balances (see instructions). 73,411,238 90,748,684
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
73,411,238
2
Enter amount from Part I, line 27a .....................
2
7,257,860
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
10,080,717
4
Add lines 1, 2, and 3 ..........................
4
90,749,815
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,131
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
90,748,684
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 4,410,412   6,092,926 -1,682,514
b 826,044     826,044
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       -1,682,514
b       826,044
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 -856,470
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 24,334
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 24,334
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 24,334
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 144,334
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.............. 7 144,334
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 10 120,000
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow120,000 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMD
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 instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
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 arrowCLIFTONLARSONALLEN LLP Telephone no.right arrow (410) 453-0900

Located atright arrow1966 GREENSPRING DRIVE SUITE 300TIMONIUMMD ZIP+4right arrow21093
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
HOWARD P COLHOUN PRESIDENT
10.00
0 0 0
14114 MANTUA MILL ROAD
GLYNDON,MD21071
ALEXANDER HP COLHOUN VICE PRESIDENT
2.00
0 0 0
14114 MANTUA MILL ROAD
GLYNDON,MD21071
ROBIN CATLIN TREASURER
2.00
0 0 0
14114 MANTUA MILL ROAD
GLYNDON,MD21071
NINA WILSON SECRETARY
2.00
0 0 0
14114 MANTUA MILL ROAD
GLYNDON,MD21071
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
70,104,006
b
Average of monthly cash balances.......................
1b
7,326,906
c
Fair market value of all other assets (see instructions)................
1c
1,994,472
d
Total (add lines 1a, b, and c).........................
1d
79,425,384
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
79,425,384
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,191,381
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
78,234,003
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,911,700
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
3,911,700
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
24,334
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
24,334
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,887,366
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,887,366
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
3,887,366
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
3,652,390
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
3,652,390
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 3,887,366
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 63,333
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 3,652,390
a Applied to 2022, but not more than line 2a 63,333
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..... 3,589,057
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
298,309
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).)
HOWARD P COLHOUN
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

ACUMEN FUND NYC

40 WORTH STREET SUITE 303
NEW YORK,NY10013
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 200,000

AFRICAN WILDLIFE FOUNDATION

1100 NEW JERSEY AVE SE SUITE 900
WASHINGTON,DC20003
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 6,500

BALTIMORE COMMUNITY FOUNDATION

PO BOX 37422
BALTIMORE,MD212973422
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 5,000

BALTIMORE PUBLIC RADIO WYPR

2216 N CHARLES ST
BALTIMORE,MD21218
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 6,000

BETH ISRAEL LAHEY HEALTH - OFFICE OF PHILANTHROPY

330 BROOKLINE AVENUE OV
BOSTON,MA02115
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 2,000

BETHESDA HOSPITAL - BAPTIST HEALTH FOUNDATION

2815 SOUTH SEACREST BLVD
BOYNTON BEACH,FL33435
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 3,000

BEVERLY BOOTSTRAPS

35 PARK STREET
BEVERLY,MA01915
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 5,000

BOSTON COLLEGIATE CHARTER SCHOOL

215 SYDNEY ST
DORCHESTER,MA02125
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 10,000

BOSTON FOUNDATION INC

75 ARLINGTON STREET 3RD FLOOR
BOSTON,MA02116
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 15,000

BRAVEN

100 N LASALLE STREET SUITE 310
CHICAGO,IL60602
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 100,000

BRYN MAWR SCHOOL 2023 ANNUAL GIVING

109 MELROSE AVENUE
BALTIMORE,MD21210
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 10,000

BRYN MAWR SCHOOL 2023 GRANT ENDOWMENT (COLHOUN FUND)

109 MELROSE AVENUE
BALTIMORE,MD21210
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 75,000

BRYN MAWR SCHOOL

109 MELROSE AVENUE
BALTIMORE,MD21210
  PC NEW LEADERSHIP PROGRAM 5,000

BRYN MAWR SCHOOL

109 MELROSE AVENUE
BALTIMORE,MD21210
  PC FINANCIAL LITERACY 20,000

BUTLER FIRE DEPARTMENT

15019 FALLS ROAD
BUTLER,MD21023
  GOV FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 5,000

CAMP PASQUANEY

19 PASQUANEY LANE
HEBRON,NH03241
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 55,000

COLORADO NATURE CONSERVANCY

2424 SPRUCE STREET
BOULDER,CO80302
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 10,000

COMMUNITY FOOD SHARE

650 S TAYLOR AVE
LOUISVILLE,CO80027
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 7,500

DELRAY BEACH HISTORICAL SOCIETY

3 NORTH EAST 1ST ST
DELRAY BEACH,FL33444
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 3,000

ELLSWORTH PUBLIC LIBRARY

20 STATE ST
ELLSWORTH,ME04605
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 10,000

ESSEX COUNTY COMMUNITY FOUNDATION

175 ANDOVER STREET
DANVERS,MA01923
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 5,000

EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC

PO BOX 4184
NEW YORK,NY10163
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 100,000

FRIENDS SCHOOL OF PORTLAND ME

11 US-1
CUMBERLAND FORESIDE,ME04110
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 60,000

FULBRIGHT ASSOCIATION

1730 RHODE ISLAND AVE NW SUITE 404
WASHINGTON,DC20036
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 35,000

FUNDS FOR JOHNS HOPKINS MEDICINE

750 E PRATT STREET SUITE 1700
BALTIMORE,MD21202
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 30,000

GLOBAL GREENGRANTS FUND

2840 WILDERNESS PLACE SUITE A
BOULDER,CO80301
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 6,500

GLYNDON VOLUNTEER FIRE DEPARTMENT

14119 MANTUA MILL RD
GLYNDON,MD21071
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 4,000

GREATER BALTIMORE MEDICAL CENTER

6701 NORTH CHARLES ST
BALTIMORE,MD21204
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 60,000

GREENLIGHT FUND

50 MILK STREET 16TH FLOOR
BOSTON,MA02109
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 30,000

HARVARD BUSINESS SCHOOL

SOLDIERS FIELD
BOSTON,MA02163
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 3,000

HEALTHY ACADIA

140 STATE STREET SUITE 1
ELLSWORTH,ME04605
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 5,000

KIEVE - WAVUS EDUCATION INC

42 KIEVE ROAD
NOBLEBORO,ME04555
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 10,000

KRAVIS CENTER FOR PERFORMING ARTS PALM BEACH

701 OKEECHOBEE BLVD
WEST PALM BEACH,FL33401
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 4,000

LAND PRESERVATION TRUST

13501 FALLS ROAD
COCKEYSVILLE,MD21030
  PC PRESERVATION OF LAND IN GLYNDON AND SHAWN DOWNS. 10,000

MAINE COMMUNITY FOUNDATION

245 MAIN STREET
ELLSWORTH,ME04605
  PC WILD BLUE FUND 48,000

MAINE FARMLAND TRUST

97 MAIN STREET
BELFAST,ME04915
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 50,000

METRO INTERNATIONAL

1802 VERNON ST NW PMB 2252
WASHINGTON,DC20009
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 2,000

MPT FOUNDATION-2023 ENDOWMENT

11767 OWINGS MILLS BLVD
OWINGS MILLS,MD21117
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 5,000

NATIONAL GEOGRAPHIC SOCIETY

1145 17TH STREET NW
WASHINGTON,DC20036
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 15,000

NATIONAL OUTDOOR LEADERSHIP SCHOOL

284 LINCOLN STREET
LANDER,WY82520
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 265,000

NATIONAL OUTDOOR LEADERSHIP SCHOOL

284 LINCOLN STREET
LANDER,WY82520
  PC TO CREATE ZOOM CLASSES FOR WILDERNESS MEDICINE 150,000

NEIGHBORHOOD TRUST FINANCIAL PARTNERS

530 WEST 166TH STREET 4TH FLOOR
NEW YORK,NY10032
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 20,000

NEW PROFIT INC

225 FRANKLIN STREET SUITE 350
BOSTON,MA02110
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 217,500

NEWFOUND LAKE REGIONS ASSOCIATION - BUILDING CAMPAIGN

10 N MAIN ST 1
BRISTOL,NH03222
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 150,000

NORTHERN LIGHT MAINE COAST HOSPITAL FOUNDATION

PO BOX 796
ELLSWORTH,MA04605
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 10,000

PLANNED PARENTHOOD OF MARYLAND

330 N HOWARD ST
BALTIMORE,MD21201
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 40,000

PRESIDENT AND FELLOWS OF MIDDLEBURY COLLEGE

OLD CHAPEL ROAD
MIDDLEBURY,VT05753
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 15,000

PRINCETON UNIVERSITY - ANNUAL GIVING

BOX 46
PRINCETON,NJ08543
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 10,000

ROCKY MOUNTAIN INSTITUTE

22830 TWO RIVERS ROAD
BASALT,CO81621
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 5,000

ROOTS AND WINGS INC

335 E LINTON BLVD 2219
DELRAY BEACH,FL33483
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 30,000

SHELBURNE FARMS (IN HONOR OF CHARLOTTE STETSON)

1611 HARBOR RD
SHELBURNE,VT05482
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 165,000

SOCIAL VENTURE PARTNERS BOULDER COUNTY

3701 ARAPAHOE AVENUE 117
BOULDER,CO80303
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 75,000

SOCIAL VENTURE PARTNERS INTERNATIONAL

220 SECOND AVENUE SUITE 300
SEATTLE,WA98104
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 10,000

ST PAUL'S EPISCOPAL CHURCH OF DELRAY BEACH INC

188 S SWINTON AVE
DELRAY BEACH,FL33444
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 7,000

ST THOMAS' CHURCH

232 ST THOMAS LANE
OWINGS MILLS,MD21117
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 40,000

STAMFORD HOUSE HISTORIC PRESERVATION FOUNDATION

PO BOX 23
BUTLER,MD21023
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 10,000

STEPHEN P JOHNSON-JOHNSON FAMILY CHARITABLE FUND

SCHWAB CHARITABLE FUND 127 CONGRESS
ST
BOSTON,MA02110
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 15,000

THE BRIDGE HOUSE- FOR READY TO WORK PROGRAM TRAINING

PO BOX 626
BOULDER,CO80306
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 5,000

THE FIDELITY CHARITABLE GIFT FUND

PO BOX 770001
CINCINNATI,OH45277
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 15,000

THE HILL SCHOOL - FOR NEW PROGRAMS

717 E HIGH ST
POTTSTOWN,PA19464
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 60,000

THE NATIONAL WOMEN'S LAW CENTER

11 DUPONT CIRCLE NW 8000
WASHINGTON,DC20036
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 48,000

THE PLUMMER HOME FOR BOYS

37 WINTER ISLAND ROAD
SALEM,MA01970
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 20,000

VALLEY PLANNING COUNCIL

118 W PENNSYLVANIA AVE BOX 5402
TOWSON,MD21285
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 35,000

VANGUARD CHARITABLE TRUST- JIGSAW FUND

PO BOX 9509
WARWICK,RI02889
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 450,000

VANGUARD CHARITABLE TRUST- WILLIWAW

PO BOX 9509
WARWICK,RI02889
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 508,435

VERMONT COMMUNITY FOUNDATION

3 COURT STREET
MIDDLEBURY,VT05753
  PC PINE LEVEL FUND 90,000

WHITEHEAD INSTITUTE

455 MAIN ST
CAMBRIDGE,MA02142
  PC FOR THE EXEMPT FUNCTION OF THE ORGANIZATION 120,000
Total .................................right arrow 3a 3,621,435
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
         
4 Dividends and interest from securities ....     14 1,861,951  
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 .....     18    
8 Gain or (loss) from sales of assets other than
inventory ............
    18 -856,470  
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 1,005,481 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,005,481
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

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

52-1853373
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
HOWARD P COLHOUN FAMILY FOUNDATION INC
 
Employer identification number
52-1853373
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
1
HOWARD P COLHOUN
14114 MANTUA MILL ROAD
 
GLYNDON, MD21336

$ 10,016,100


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

$  


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

$  


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

$  


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

$  


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

$  


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

52-1853373
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
T ROWE PRICE STOCK - QTY 9,000SH $ 1,016,100 2023-09-01
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
HOWARD P COLHOUN FAMILY FOUNDATION INC
 
Employer identification number

52-1853373
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
HOWARD P COLHOUN FAMILY FOUNDATION INC
EIN:
52-1853373
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 23,000 5,750   17,250

TY 2023 InvestmentsCorpStockSchedule
Name:
HOWARD P COLHOUN FAMILY FOUNDATION INC
EIN:
52-1853373
Name of Stock End of Year Book Value End of Year Fair Market Value
MS T ROWE PRIE GROUP INC (TROW) 23,500.00 SH 2,530,715 2,530,715
VANGUARD DEVELOPING MARKETS INDEX ADMIRAL (VTMGX) 168,361.9012SH 2,592,773 2,592,773
VANGUARD DIVIDEND GROWTH FUND (VDIGX) 89,185.805SH 3,318,604 3,318,604
VANGUARD GLOBAL EQUITY FUND (VHGEX) 170,954.314SH 5,581,658 5,581,658
VANGUARD GROWTH INDEX ADMIRAL (VIGAX) 22,132.057SH 3,541,129 3,541,129
VANGUARD MID CAP GROWTH (VMGMX) 16,055.637SH 1,517,739 1,517,739
VANGUARD MID CAP INDEX FUND (VIMAX) 2,007.258SH 578,231 578,231
VANGUARD MID-CAP VAL INDEX ADMIRAL (VMVAX) 36,261.304SH 2,722,499 2,722,499
VANGUARD SMALL CAP FUND (VSMAX) 35,468.009SH 3,624,476 3,624,476
VANGUARD INTERNATIONAL STOCK LX ADMIRAL (VTIAX) 108,828.448SH 3,387,830 3,387,830
VANGUARD STOCK MARKET INDEX ADMIRAL (VTSAX) 29,047.406SH 3,354,685 3,354,685
VANGUARD INDEX FUND INST (VIVIX) 133,034.953SH 7,754,607 7,754,607
ALL-CAP OPPORTUNITIES - I CL 3,725,343 3,725,343
T ROWE PRICE EMERGING MARKETS STOCK (PRZIX) 29,231.573SH 1,028,985 1,028,985
T ROWE PRICE EQUITY INCOME - I CL (REIPX) 63,218.880SH 2,265,938 2,265,938
T ROWE PRICE EUROPEAN- I CL(TEUIX) 66,300.385SH 1,973,081 1,973,081
T ROWE PRICE GLOBAL STOCK - I CL (TRGLX) 45,411.504SH 3,143,750 3,143,750
T ROWE PRICE GLOBAL TECHNOLOGY I CL (PGTIX) 93,109.530SH 1,466,475 1,466,475
T ROWE PRICE INTERNATIONAL DISCOVERY - I CL (TIDDX) 45,841.640SH 2,961,960 2,961,960
T ROWE PRICE MID-CAP GROWTH (RPTIX) 26.342SH 2,813 2,813
T ROWE PRICE MID-CAP VALUE - I CL (TRMIX) 69,153.491SH 3,115,726 3,115,726
T ROWE PRICE SMALL-CAP VALUE - I CL (PRVIX) 46,156.330SH 2,478,385 2,478,385
T ROWE PRICE VALUE - I CL (TRPIX) 49,380.971SH 2,129,541 2,129,541
T ROWE PRICE U.S. EQUITY RESEARCH - I CL 3,337,221 3,337,221
WASATCH INTERNATIONAL GROWTH 35,047.620SH 863,924 863,924
DFA US LARGE CAP (DFLVX) 90,769.8510 SH 4,042,889 4,042,889
DFA SELECTIVELY HEDGE GLOBAL EQ I (DSHGX) 237,023.6800 SH 4,569,817 4,569,817
HARBOR LARGE CAP VALUE FUND - INST (HAVLX) 43,755.036SH 942,921 942,921
HARBOR SMALL CAP VALUE FUND - INST (HASCX) 17,958.996SH 692,678 692,678
HARBOR INTERNAT. SMALL CAP FUND. (HNISX) 124,051.567SH 1,796,267 1,796,267
HARBOR OVERSEAS FUND - RET (HAOSX) 75,852.101SH 895,055 895,055
VANGUARD SELECTED VALUE FUND (VASVX) 577,218 577,218

TY 2023 InvestmentsOtherSchedule2
Name:
HOWARD P COLHOUN FAMILY FOUNDATION INC
EIN:
52-1853373
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
PANCO STRATEGIC RE FUND IV FMV 651,341 651,341
PANCO STRATEGIC RE FUND V FMV 796,643 796,643
MERGELANE VENTURE CAPITAL FMV 35,317 35,317
TIFF PRIVATE EQUITY PARTNERS FMV 220,804 220,804

TY 2023 OtherDecreasesSchedule
Name:
HOWARD P COLHOUN FAMILY FOUNDATION INC
EIN:
52-1853373
Description Amount
PRIOR PERIOD ADJUSTMENT 1,131


TY 2023 OtherExpensesSchedule
Name:
HOWARD P COLHOUN FAMILY FOUNDATION INC
EIN:
52-1853373
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PARTNERSHIP EXPENSES 34,104 34,104   0


TY 2023 OtherIncreasesSchedule
Name:
HOWARD P COLHOUN FAMILY FOUNDATION INC
EIN:
52-1853373
Description Amount
UNREALIZED GAIN ON INVESTMENTS 10,080,717


TY 2023 OtherProfessionalFeesSchedule
Name:
HOWARD P COLHOUN FAMILY FOUNDATION INC
EIN:
52-1853373
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES 37,955 37,955   0
CONSULTING EXPENSES 4,350 0   4,350


TY 2023 TaxesSchedule
Name:
HOWARD P COLHOUN FAMILY FOUNDATION INC
EIN:
52-1853373
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 33,522 33,522   0