TY 2023 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023

Name of foundation
THE SIMPSON FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 75000
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
DETROIT, MI482757874

A Employer identification number

57-6017451

B Telephone number (see instructions)

(561) 691-5910

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$36,551,759J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	2,734		2,734
4	Dividends and interest from securities...	585,339		574,727
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		1,092,538
b	Gross sales price for all assets on line 6a 10,045,811
7	Capital gain net income (from Part IV, line 2)...			1,092,538
8	Net short-term capital gain.........				0
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......	List of Attached Documents: // Content	98,684	68,623
12	Total. Add lines 1 through 11........	1,779,295		1,738,622
13	Compensation of officers, directors, trustees, etc.	27,522		24,769		2,752
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........					0
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	223,836	223,836		0
17	Interest...............	2,581		2,581		0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	23,591	23,591		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	2,025	1,932		50
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	279,555		276,709	0	2,802
25	Contributions, gifts, grants paid.......	1,671,000				1,671,000
26	Total expenses and disbursements. Add lines 24 and 25	1,950,555		276,709	0	1,673,802
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-171,260
b	Net investment income (if negative, enter -0-)			1,461,913
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2023)

Form 990-PF (2023)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	703,123	435,521	435,521
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts 0
	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).......	23,166,707	List of Attached Documents: // Content 20,021,697	30,280,259
	c	Investments—corporate bonds (attach schedule).......		List of Attached Documents: // Content 440,005	440,005
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	2,755,517	List of Attached Documents: // Content 3,566,299	5,395,974
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	26,625,347	24,463,522	36,551,759
	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 )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	26,625,347	24,463,522
	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).....	26,625,347	24,463,522
	30	Total liabilities and net assets/fund balances (see instructions).	26,625,347	24,463,522

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

26,625,347

Enter amount from Part I, line 27a .....................

-171,260

Other increases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

1,564

Add lines 1, 2, and 3 ..........................

26,455,651

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

1,992,129

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

24,463,522

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	156. AIA GROUP LTD		2012-04-04	2023-05-22
b	927. AIA GROUP LTD		2012-04-04	2023-07-28
c	22. ACUSHNET HOLDINGS CORP		2021-05-18	2023-11-22
d	102. ADOBE SYS INC		2022-02-22	2023-06-09
e	481. ADYEN NV ADR		2020-06-09	2023-05-22
	1443. ADYEN NV ADR		2020-03-23	2023-07-28
	9792. ADYEN NV ADR		2023-08-10	2023-09-13
	91. ALIGN TECHNOLOGY INC		2019-04-02	2023-08-08
	546. ALIGN TECHNOLOGY INC		2022-10-04	2023-11-14
	409. ALIGN TECHNOLOGY INC		2019-07-31	2023-11-30
	269. ALLIANZ SE - UNSP ADR		2021-06-11	2023-05-22
	2433. AMAZON COM INC		2022-10-04	2023-01-27
	1596. AMBEV S A SPONSORED ADR		2019-03-13	2023-05-22
	278. AMERICAN TOWER REIT		2023-01-19	2023-08-04
	275. AMERICAN TOWER REIT		2012-06-21	2023-08-04
	301. AMERISOURCEBERGEN CORP		2022-02-10	2023-06-13
	418. AMERISOURCEBERGEN CORP		2022-10-04	2023-10-05
	1282. AMPLITUDE INC COM CL A		2017-06-16	2023-07-26
	836. AMPLITUDE INC COM CL A		2017-06-16	2023-08-11
	116. APTARGROUP INC		2017-06-28	2023-08-01
	28. ARTISAN PARTNERS ASSET MGMT INC CL A		2022-06-10	2023-08-01
	364. ATLAS COPCO AB SPONS ADR A		2018-12-18	2023-05-22
	3339. ATLAS COPCO AB SPONS ADR A		2018-12-18	2023-09-18
	664. BANCO BILBAO VIZCAYA SP ADR		2019-04-03	2023-05-22
	3383. BAXTER INTERNATIONAL INC		2022-10-18	2023-10-05
	80. BHP LIMITED SPONS ADR		2021-03-03	2023-05-22
	460. BLACKSTONE GROUP INC COM USD0.00001 CLAS		2022-09-08	2023-09-18
	1245. CME GROUP INC		2016-05-09	2023-02-03
	5490. CSPC PHARMACEUTICAL GROUP LTD ADR		2021-04-01	2023-10-03
	31. CHIPOTLE MEXICAN GRILL INC CL A		2021-03-26	2023-04-24
	351. CHUGAI PHARMACEUTICAL CO LTD ADR		2019-02-11	2023-05-22
	251. COINBASE GLOBAL INC COM CL A		2017-07-28	2023-07-26
	7332. COMPASS INC CL A		2016-08-30	2023-07-26
	62. DBS GROUP HLDGS LTD SPONSORED ADR		2020-03-23	2023-05-22
	.5 DAIFUKU CO LTD ADR		2022-07-14	2023-04-05
	161. DASSAULT SYS SPONSORED ADR ONE ADR REPRESETNS 1 ORD SHARE		2009-06-09	2023-05-22
	19. DONALDSON INC		2017-06-28	2023-08-01
	488. DRIL-QUIP INC		2017-10-02	2023-08-01
	84. ENN ENERGY HLDGS LTD ADR		2021-12-16	2023-05-22
	12. ASPEN TECHNOLOGY, INC. COM		2017-06-28	2023-08-01
	243. EPIROC AB ADR		2019-03-13	2023-08-16
	13. FTI CONSULTING INC		2021-02-17	2023-08-01
	1039. FANUC LTD ADR		2009-06-09	2023-12-13
	48. FOMENTO ECONOMIC MEX SPON ADR 1 UNIT (UNIT CONSISTS OF 1 SER B		2019-04-02	2023-05-22
	40. FOMENTO ECONOMIC MEX SPON ADR 1 UNIT (UNIT CONSISTS OF 1 SER B		2019-04-02	2023-08-16
	100. FOMENTO ECONOMIC MEX SPON ADR 1 UNIT (UNIT CONSISTS OF 1 SER B		2019-04-02	2023-09-15
	6. GRACO INC		2017-06-28	2023-11-22
	145. GRAINGER W W INC		2021-02-10	2023-03-23
	77. GRAINGER W W INC		2018-06-25	2023-07-11
	444. HAIER SMART HOME CO LTD UNSPONSORED ADR		2022-12-16	2023-05-22
	14953.271 OAKMARK INTERNATIONAL FUND - R6		2013-05-06	2023-05-19
	1393. HIMS HERS HEALTH INC COM		2020-01-01	2023-03-23
	1190. ICICI BANK LTD SPON ADR		2016-12-13	2023-01-30
	209. ILLUMINA INC		2021-10-26	2023-03-16
	386. ILLUMINA INC		2021-12-01	2023-04-18
	203. INFINEON TECHNOLOGIES AG SPONSORED ADR		2019-07-11	2023-05-22
	165. INTUITIVE SURGICAL INC		2022-02-24	2023-01-06
	167. INTUITIVE SURGICAL INC		2022-02-24	2023-04-20
	158. INTUITIVE SURGICAL INC		2022-02-24	2023-05-12
	70. ISHARES TR-S&P 500 INDEX		2021-09-10	2023-05-05
	475. ISHARES TR-S&P 500 INDEX		2021-12-16	2023-05-19
	176. ISHARES TR-S&P 500 INDEX		2023-08-11	2023-10-30
	224. ISHARES TR-S&P 500 INDEX		2018-06-26	2023-10-30
	30. ISHARES S&P MIDCAP 400		2019-07-18	2023-05-05
	925. ISHARES S&P MIDCAP 400		2019-07-18	2023-05-19
	2135. ISHARES S&P MIDCAP 400		2019-07-18	2023-10-30
	504. KERING S A ADR		2022-07-07	2023-12-12
	20. KFORCE INC		2023-08-01	2023-11-22
	185. KOMATSU LTD ADR		2018-10-31	2023-05-22
	3. KUBOTA CORP ADR FORMERLY		2019-03-12	2023-07-27
	406. KUBOTA CORP ADR FORMERLY		2019-03-12	2023-07-28
	8. LCI INDUSTRIES		2021-12-08	2023-08-01
	411. L OREAL CO UNSPONSORED ADR		2009-06-09	2023-03-03
	52. L OREAL CO UNSPONSORED ADR		2009-06-09	2023-05-22
	73. LONZA GROUP AG UNSPON ADR		2018-05-17	2023-05-22
	255. LONZA GROUP AG UNSPON ADR		2018-05-17	2023-12-12
	505. LONZA GROUP AG UNSPON ADR		2018-05-17	2023-12-27
	351. MARSH & MCLENNAN COS INC		2022-10-04	2023-10-11
	1167. MATCH GROUP INC NEW COM		2022-10-04	2023-06-01
	3842. MATCH GROUP INC NEW COM		2021-10-19	2023-06-01
	1096. MICROCHIP TECHNOLOGY INC		2022-02-10	2023-03-23
	39. NESTLE SA SPONSORED ADR		2009-06-09	2023-08-16
	355. NIKE INC CL B		2014-12-23	2023-01-19
	3548. NIKE INC CL B		2022-10-04	2023-11-30
	194. NVIDIA CORP		2022-02-22	2023-01-27
	322. NVIDIA CORP		2016-09-16	2023-01-27
	215. NVIDIA CORP		2016-09-16	2023-02-10
	203. NVIDIA CORP		2016-09-16	2023-03-10
	166. NVIDIA CORP		2016-09-16	2023-05-12
	241. NVIDIA CORP		2016-09-16	2023-05-25
	362. NVIDIA CORP		2016-09-16	2023-05-31
	138. NVIDIA CORP		2016-09-16	2023-08-23
	173. P T TELEKOMUNIKASI ADR		2021-05-19	2023-05-22
	262. PRICESMART INC		2018-10-18	2023-10-30
	12. RLI CORP		2020-03-15	2023-08-01
	88. RIGHTMOVE PLC PLC- UNSP ADR		2022-05-27	2023-08-01
	76. RIO TINTO PLC ADR		2020-04-08	2023-05-22
	405. ROCHE HLDG LTD SPON ADR		2010-02-02	2023-05-22
	78. SHELL PLC SPON ADS		2022-02-01	2023-05-22
	36. SAP AG SPONSORED ADR SAP AKTIENGESELLSCHAFT		2009-06-09	2023-05-22
	159. SCHNEIDER ELEC SA ADR		2019-11-14	2023-05-22
	624. SCHNEIDER ELEC SA ADR		2019-11-14	2023-12-13
	32000. SCHWAB US TREASURY MONEY FUND-INV		2023-03-13	2023-03-20
	45000. SCHWAB US TREASURY MONEY FUND-INV		2023-03-13	2023-05-17
	18154.36 SCHWAB US TREASURY MONEY FUND-INV		2023-05-15	2023-05-19
	20000. SCHWAB US TREASURY MONEY FUND-INV		2023-07-17	2023-07-21
	50761.92 SCHWAB US TREASURY MONEY FUND-INV		2023-07-17	2023-07-31
	20000. SCHWAB US TREASURY MONEY FUND-INV		2023-03-13	2023-08-03
	20000. SCHWAB US TREASURY MONEY FUND-INV		2023-03-13	2023-08-11
	15000. SCHWAB US TREASURY MONEY FUND-INV		2023-03-13	2023-10-05
	90000. SCHWAB US TREASURY MONEY FUND-INV		2023-03-13	2023-10-12
	55000. SCHWAB US TREASURY MONEY FUND-INV		2023-03-13	2023-10-24
	30000. SCHWAB US TREASURY MONEY FUND-INV		2023-06-16	2023-10-30
	56000. SCHWAB US TREASURY MONEY FUND-INV		2023-06-16	2023-11-13
	33000. SCHWAB TREASURY OBLIGATIONS MONEY FUND- INV		2023-02-07	2023-03-28
	5000. SCHWAB TREASURY OBLIGATIONS MONEY FUND- INV			2023-05-24
	60000. SCHWAB TREASURY OBLIGATIONS MONEY FUND- INV			2023-06-27
	52000. SCHWAB TREASURY OBLIGATIONS MONEY FUND- INV			2023-07-14
	9400. SCHWAB TREASURY OBLIGATIONS MONEY FUND- INV			2023-08-11
	10000. SCHWAB TREASURY OBLIGATIONS MONEY FUND- INV			2023-08-25
	44800. SCHWAB TREASURY OBLIGATIONS MONEY FUND- INV			2023-08-30
	13. SIMPSON MFG INC		2021-03-04	2023-11-22
	1606. JM SMUCKER COMPANY-NEW		2022-10-04	2023-10-20
	58. TAIWAN SEMICONDUCTOR SPON ADR		2005-03-31	2023-05-22
	84. TELEDYNE TECHNOLOGIES INC		2012-11-20	2023-08-01
	720. TENCENT HLDGS LTD ADR		2021-08-06	2023-05-22
	14. TORO CO.		2017-06-28	2023-08-01
	601. UNICHARM CORP SPONSORED ADR		2019-02-11	2023-05-22
	66. VERALTO CORP COM		2023-04-25	2023-11-09
	604. VERALTO CORP COM		2020-11-18	2023-11-09
	236. VISA INC CL A		2022-10-04	2023-11-09
	10. WATTS WATER TECHNOLOGIES INC		2020-09-22	2023-11-22
	397. WOODSIDE PETROLEUM LTD ADR		2022-06-01	2023-03-03
	11225. SCHWAB BANK		2022-10-14	2023-02-13
	40000. SCHWAB BANK		2022-10-14	2023-03-08
	5.1 SCHWAB BANK		2023-03-17	2023-03-23
	33094. SCHWAB BANK		2023-03-31	2023-04-04
	1.66 SCHWAB BANK			2023-05-04
	12819.8 SCHWAB BANK			2023-05-05
	87209.28 SCHWAB BANK			2023-05-05
	55862.75 SCHWAB BANK			2023-05-05
	1402.32 SCHWAB BANK			2023-05-05
	8866.06 SCHWAB BANK			2023-05-05
	12820.43 SCHWAB BANK			2023-05-09
	87213.57 SCHWAB BANK			2023-05-09
	1.66 SCHWAB BANK			2023-05-09
	55865.5 SCHWAB BANK			2023-05-09
	8866.5 SCHWAB BANK			2023-05-09
	9337.86 SCHWAB BANK			2023-05-10
	55919.44 SCHWAB BANK			2023-05-11
	44920.75 SCHWAB BANK			2023-05-12
	1.19 SCHWAB BANK			2023-05-16
	3.44 SCHWAB BANK			2023-05-16
	5.65 SCHWAB BANK			2023-05-16
	4.95 SCHWAB BANK			2023-05-16
	.69 SCHWAB BANK			2023-05-16
	.76 SCHWAB BANK			2023-05-16
	160741.76 SCHWAB BANK			2023-05-23
	398152.03 SCHWAB BANK			2023-05-24
	1004824.81 SCHWAB BANK			2023-05-26
	2.46 SCHWAB BANK			2023-06-09
	199997.54 SCHWAB BANK			2023-06-12
	10765.04 SCHWAB BANK			2023-06-15
	10.98 SCHWAB BANK			2023-06-16
	30.72 SCHWAB BANK			2023-06-16
	63.97 SCHWAB BANK			2023-06-16
	7.56 SCHWAB BANK			2023-06-16
	25.18 SCHWAB BANK			2023-06-16
	3.77 SCHWAB BANK			2023-06-16
	25.09 SCHWAB BANK			2023-06-16
	99936.03 SCHWAB BANK			2023-06-20
	11665.22 SCHWAB BANK			2023-06-22
	23974.71 SCHWAB BANK			2023-06-23
	4780.54 SCHWAB BANK			2023-06-27
	39155.94 SCHWAB BANK			2023-07-13
	8.89 SCHWAB BANK			2023-07-17
	27.88 SCHWAB BANK			2023-07-17
	83.24 SCHWAB BANK			2023-07-17
	.97 SCHWAB BANK			2023-07-17
	25.82 SCHWAB BANK			2023-07-17
	4.54 SCHWAB BANK			2023-07-17
	4.37 SCHWAB BANK			2023-07-17
	51995.63 SCHWAB BANK			2023-07-18
	95446.07 SCHWAB BANK			2023-07-24
	21570. SCHWAB BANK			2023-07-24
	13950.59 SCHWAB BANK			2023-07-26
	4894.44 SCHWAB BANK			2023-07-26
	1310.37 SCHWAB BANK			2023-07-28
	1580. SCHWAB BANK			2023-07-28
	26853.28 SCHWAB BANK			2023-07-31
	73405.88 SCHWAB BANK			2023-07-31
	.01 SCHWAB BANK			2023-08-04
	96211.04 SCHWAB BANK			2023-08-04
	2583.92 SCHWAB BANK			2023-08-10
	70123.09 SCHWAB BANK			2023-08-10
	35682.23 SCHWAB BANK			2023-08-14
	9400. SCHWAB BANK			2023-08-15
	1.39 SCHWAB BANK			2023-08-16
	22.74 SCHWAB BANK			2023-08-16
	41.37 SCHWAB BANK			2023-08-16
	16599.51 SCHWAB BANK			2023-08-16
	5.15 SCHWAB BANK			2023-08-16
	20.49 SCHWAB BANK			2023-08-16
	15.06 SCHWAB BANK			2023-08-16
	3.22 SCHWAB BANK			2023-08-16
	20935.08 SCHWAB BANK			2023-08-28
	52632.51 SCHWAB BANK			2023-08-28
	15119.85 SCHWAB BANK			2023-08-29
	15125. SCHWAB BANK			2023-08-30
	44800. SCHWAB BANK			2023-09-01
	15270.65 SCHWAB BANK			2023-09-20
	5019.23 SCHWAB BANK			2023-09-26
	68172.19 SCHWAB BANK			2023-10-06
	54069.32 SCHWAB BANK			2023-10-10
	19096.76 SCHWAB BANK			2023-10-11
	19992.66 SCHWAB BANK			2023-10-13
	6892.11 SCHWAB BANK			2023-10-17
	2464.29 SCHWAB BANK			2023-10-26
	4578.42 SCHWAB BANK			2023-10-26
	1302.07 SCHWAB BANK			2023-10-27
	10566.98 SCHWAB BANK			2023-10-30
	15000. SCHWAB BANK			2023-11-02
	11790.37 SCHWAB BANK			2023-11-03
	14995.29 SCHWAB BANK			2023-11-09
	4225.96 SCHWAB BANK			2023-11-13
	21.44 SCHWAB BANK			2023-11-16
	48092.02 SCHWAB BANK			2023-11-17
	4669.39 SCHWAB BANK			2023-11-28
	225000. SCHWAB BANK			2023-12-08
	356.17 SCHWAB BANK			2023-12-14
	20558.67 SCHWAB BANK			2023-12-15
	.5 SCHWAB BANK			2023-12-18
	22056.27 SCHWAB BANK			2023-12-22
	4838.51 SCHWAB BANK			2023-12-27
	60000. SCHWAB BANK			2023-12-29
	12. LINDE PLC SHS		2018-11-19	2023-08-16
	3209. WISE PLC SHS		2017-08-07	2023-03-20
	58. ALCON INC		2020-06-09	2023-05-22
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	6,328	2,287	4,041
b	37,003	12,810	24,193
c	1,267	1,155	112
d	46,699	45,769	930
e	7,927	4,939	2,988
	25,249	10,835	14,414
	72,746	171,893	-99,147
	32,371	26,207	6,164
	109,299	150,279	-40,980
	87,546	78,019	9,527
	6,139	7,122	-983
	247,686	28,812	218,874
	4,668	7,056	-2,388
	51,327	63,104	-11,777
	50,773	14,700	36,073
	53,796	33,759	20,037
	77,392	42,625	34,767
	14,300	4,820	9,480
	9,336	3,143	6,193
	14,092	10,115	3,977
	1,154	999	155
	5,359	2,113	3,246
	43,875	13,804	30,071
	4,690	4,108	582
	125,388	189,396	-64,008
	4,705	6,276	-1,571
	52,411	43,921	8,490
	222,571	118,780	103,791
	14,775	26,523	-11,748
	55,740	44,090	11,650
	4,684	3,687	997
	24,834	2,071	22,763
	31,751	31,692	59
	5,699	3,028	2,671
	5	5
	6,893	745	6,148
	1,200	866	334
	13,312	22,271	-8,959
	4,676	5,993	-1,317
	2,150	1,602	548
	4,546	2,391	2,155
	2,286	1,396	890
	14,139	7,864	6,275
	4,737	4,433	304
	4,615	3,694	921
	10,750	8,645	2,105
	485	222	263
	96,518	47,034	49,484
	61,831	24,079	37,752
	5,361	6,050	-689
	400,000	350,325	49,675
	13,505	6,226	7,279
	24,099	8,545	15,554
	46,837	94,652	-47,815
	87,962	142,130	-54,168
	7,909	3,588	4,321
	44,899	45,305	-406
	49,975	45,854	4,121
	47,976	17,473	30,503
	28,835	33,444	-4,609
	199,864	144,072	55,792
	73,511	80,245	-6,734
	93,560	61,212	32,348
	7,335	5,813	1,522
	226,984	179,243	47,741
	499,821	413,712	86,109
	22,265	25,938	-3,673
	1,332	1,150	182
	4,683	4,409	274
	200	209	-9
	30,357	29,770	587
	1,088	1,280	-192
	33,096	6,309	26,787
	4,706	798	3,908
	4,687	1,933	2,754
	9,445	6,752	2,693
	20,949	13,373	7,576
	67,574	35,978	31,596
	42,993	67,627	-24,634
	141,542	585,038	-443,496
	89,878	81,257	8,621
	4,619	1,421	3,198
	44,374	17,052	27,322
	388,352	172,076	216,276
	39,589	46,264	-6,675
	65,709	5,040	60,669
	46,465	3,365	43,100
	47,092	3,177	43,915
	46,623	2,598	44,025
	93,621	3,772	89,849
	143,182	5,666	137,516
	63,063	2,160	60,903
	4,686	3,855	831
	18,826	20,423	-1,597
	1,612	697	915
	1,291	1,314	-23
	4,718	4,849	-131
	16,112	6,718	9,394
	4,708	3,759	949
	4,818	1,540	3,278
	5,690	3,076	2,614
	23,758	12,072	11,686
	32,000	32,000
	45,000	45,000
	18,154	18,154
	20,000	20,000
	50,762	50,762
	20,000	20,000
	20,000	20,000
	15,000	15,000
	90,000	90,000
	55,000	55,000
	30,000	30,000
	56,000	56,000
	33,000	33,000
	5,000	5,000
	60,000	60,000
	52,000	52,000
	9,400	9,400
	10,000	10,000
	44,800	44,800
	2,103	1,278	825
	181,008	173,362	7,646
	5,317	450	4,867
	32,552	5,245	27,307
	31,392	38,207	-6,815
	1,443	983	460
	4,678	3,838	840
	4,617	5,504	-887
	42,251	48,173	-5,922
	57,238	38,987	18,251
	1,949	972	977
	10,213	8,492	1,721
	11,225	11,225
	40,000	40,000
	5	5
	33,094	33,094
	2	2
	12,820	12,820
	87,209	87,209
	55,863	55,863
	1,402	1,402
	8,866	8,866
	12,820	12,820
	87,214	87,214
	2	2
	55,866	55,866
	8,867	8,867
	9,338	9,338
	55,919	55,919
	44,921	44,921
	1	1
	3	3
	6	6
	5	5
	1	1
	1	1
	160,742	160,742
	398,152	398,152
	1,004,825	1,004,825
	2	2
	199,998	199,998
	10,765	10,765
	11	11
	31	31
	64	64
	8	8
	25	25
	4	4
	25	25
	99,936	99,936
	11,665	11,665
	23,975	23,975
	4,781	4,781
	39,156	39,156
	9	9
	28	28
	83	83
	1	1
	26	26
	5	5
	4	4
	51,996	51,996
	95,446	95,446
	21,570	21,570
	13,951	13,951
	4,894	4,894
	1,310	1,310
	1,580	1,580
	26,853	26,853
	73,406	73,406

	96,211	96,211
	2,584	2,584
	70,123	70,123
	35,682	35,682
	9,400	9,400
	1	1
	23	23
	41	41
	16,600	16,600
	5	5
	20	20
	15	15
	3	3
	20,935	20,935
	52,633	52,633
	15,120	15,120
	15,125	15,125
	44,800	44,800
	15,271	15,271
	5,019	5,019
	68,172	68,172
	54,069	54,069
	19,097	19,097
	19,993	19,993
	6,892	6,892
	2,464	2,464
	4,578	4,578
	1,302	1,302
	10,567	10,567
	15,000	15,000
	11,790	11,790
	14,995	14,995
	4,226	4,226
	21	21
	48,092	48,092
	4,669	4,669
	225,000	225,000
	356	356
	20,559	20,559
	1	1
	22,056	22,056
	4,839	4,839
	60,000	60,000
	4,563	1,869	2,694
	21,318	5,226	16,092
	4,757	3,664	1,093
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311
			1,311

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			4,041
b			24,193
c			112
d			930
e			2,988
			14,414
			-99,147
			6,164
			-40,980
			9,527
			-983
			218,874
			-2,388
			-11,777
			36,073
			20,037
			34,767
			9,480
			6,193
			3,977
			155
			3,246
			30,071
			582
			-64,008
			-1,571
			8,490
			103,791
			-11,748
			11,650
			997
			22,763
			59
			2,671

			6,148
			334
			-8,959
			-1,317
			548
			2,155
			890
			6,275
			304
			921
			2,105
			263
			49,484
			37,752
			-689
			49,675
			7,279
			15,554
			-47,815
			-54,168
			4,321
			-406
			4,121
			30,503
			-4,609
			55,792
			-6,734
			32,348
			1,522
			47,741
			86,109
			-3,673
			182
			274
			-9
			587
			-192
			26,787
			3,908
			2,754
			2,693
			7,576
			31,596
			-24,634
			-443,496
			8,621
			3,198
			27,322
			216,276
			-6,675
			60,669
			43,100
			43,915
			44,025
			89,849
			137,516
			60,903
			831
			-1,597
			915
			-23
			-131
			9,394
			949
			3,278
			2,614
			11,686



















			825
			7,646
			4,867
			27,307
			-6,815
			460
			840
			-887
			-5,922
			18,251
			977
			1,721






































































































			2,694
			16,092
			1,093

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	1,092,538
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 ...................		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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	20,321
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	20,321
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	20,321
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	22,668
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	20,634
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	43,302
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.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	22,981
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax20,324	Refunded	11	2,657

Form 990-PF (2023)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ (2) On foundation managers. right arrow

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

Comerica Bank Telephone no. right arrow

(877) 405-1091

Located at right arrow

36455 CORPORATE DRIVE M/C 3420FARMINGTON HILLSMI ZIP+4 right arrow

48331

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2023)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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-)
John Kuhne	Board of Advisors 1	1,000
C/O Wells Fargo Bank PO Box 969 Greenville,SC29602	Board of Advisors 1	1,000
Caroline Schmitt	Board of Advisors 1	1,000
C/O Wells Fargo Bank PO Box 969 Greenville,SC29602	Board of Advisors 1	1,000
Lucy S Kuhne	Board of Advisors 1	1,000
C/O Wells Fargo Bank PO Box 969 Greenville,SC29602	Board of Advisors 1	1,000
Wilma Johnson	Board of Advisors 1	1,000
C/O Wells Fargo Bank PO Box 969 Greenville,SC29602	Board of Advisors 1	1,000
Nell Rice	Board of Advisors 1	1,000
C/O Wells Fargo Bank PO Box 969 Greenville,SC29602	Board of Advisors 1	1,000
William Kuhne	Board of Advisors 1	1,000
C/O Wells Fargo Bank PO Box 969 Geenville,SC29602	Board of Advisors 1	1,000
Clifton Schmitt	Board of Advisors 1	1,000
C/O Wells Fargo Bank PO Box 969 Greenville,SC29602	Board of Advisors 1	1,000
Comerica Bank	Trustee 1	20,522
PO Box 75000 Detroit,MI482757874	Trustee 1	20,522

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...................				0

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 arrow

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2023)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

29,153,993

Average of monthly cash balances.......................

423,564

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

29,577,557

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

29,577,557

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

443,663

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

29,133,894

Minimum investment return. Enter 5% (0.05) of line 5................

1,456,695

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.)

Minimum investment return from Part IX, line 6..................

1,456,695

Tax on investment income for 2022 from Part V, line 5.......

20,321

Income tax for 2022. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

20,321

Distributable amount before adjustments. Subtract line 2c from line 1............

1,436,374

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

1,436,374

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

1,436,374

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

1,673,802

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

1,673,802

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					1,436,374
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......				0
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2022:
a From 2018......	0
b From 2019......	0
c From 2020......	3,098,507
d From 2021......	0
e From 2022......	0
f Total of lines 3a through e ........		3,098,507
4Qualifying distributions for 2023 from Part
XI, line 4: $ 1,673,802
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.....					1,436,374
e Remaining amount distributed out of corpus		237,428
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		3,335,935
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2022. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2023. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2024 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2018 not applied on line 5 or line 7 (see instructions) ...		0
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......		3,335,935
10 Analysis of line 9:
a Excess from 2019....	0
b Excess from 2020....	3,098,507
c Excess from 2021....	0
d Excess from 2022....	0
e Excess from 2023....	237,428

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 4942(j)(3) or4942(j)(5)

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	(e) Total

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

The Simpson Foundation CO Comerica
411 W Lafayette MC 3300
Detroit,MI48226
(561) 691-5910

bThe form in which applications should be submitted and information and materials they should include:

Requests are generally made by letter or written proposal. Include a copy of IRS Determination Letter, a list of the current Board of Directors/Officers and operating budget

cAny submission deadlines:

April 1 and October 1 annually

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Although not limited to by the governing document, contributions are primarily made to worthy organizations in the Greenville County, SC community

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
Performing Arts Center Inc PO BOX 296 Highlands,NC28741	NONE	PC	SUPPORT OF DAILY OPERATIONS	5,000
Healthnetwork Foundation Campaign for Excellence 33 RIVER STREET Chagrin Falls,OH440222766	NONE	PC	SUPPORT OF DAILY OPERATIONS	25,000
Carolina Village 600 CAROLINA VILLAGE ROAD Hendersonville,NC28792	NONE	PC	SUPPORT OF DAILY OPERATIONS	5,000
Christ Community Church Montreat Morning School Scholarships PO BOX 279 Montreat,NC28757	NONE	PC	SCHOLARSHIP	35,000
Anderson University 316 BOULEVARD Anderson,SC29621	NONE	PC	SUPPORT OF DAILY OPERATIONS	70,000
VOICE OF NAPLES INC 2817 VANDERBILT DR SUITE 2 BONITA SPRINGS,FL34134	NONE	PC	SUPPORT OF DAILY OPERATIONS	5,000
PCSC Foundation 2817 ASHLAND RD Columbia,SC292105009	NONE	PC	SUPPORT OF DAILY OPERATIONS	35,000
Williams Place 1823 GADSDEN STREET Columbia,SC292012344	NONE	PC	SUPPORT OF DAILY OPERATIONS	50,000
Highland Community Child Development Center Inc PO BOX 648 Highlands,NC28741	NONE	PC	SUPPORT OF DAILY OPERATIONS	5,000
Protestant Episcopal High School in Virginia 1200 NORTH QUAKER LANE Alexandria,VA22302	NONE	PC	SUPPORT OF DAILY OPERATIONS	10,000
Theology Matters PO BOX 50026 Greenwood,SC29649	NONE	PC	SUPPORT OF DAILY OPERATIONS	20,000
Highlands Cashiers Health Foundation PO BOX 742 Highlands,NC28741	NONE	PC	SUPPORT OF DAILY OPERATIONS	5,000
Literacy Council of Highlands Inc 348 S 5TH STREET Highlands,NC287417002	NONE	PC	SUPPORT OF DAILY OPERATIONS	5,000
The Bascom Corp 323 FRANKLIN RD Highlands,NC28741	NONE	PC	SUPPORT OF DAILY OPERATIONS	5,000
Converse College 580 EAST MAIN ST Spartanburg,SC293021931	NONE	PC	SCHOLARSHIP	25,000
Presbyterian College Bonnie Blue Scholarship 503 S BROAD STREET Clinton,SC29325	NONE	PC	SCHOLARSHIP	200,000
The Museum Association Inc 420 COLLEGE STREET Greenville,SC29601	NONE	PC	SUPPORT OF DAILY OPERATIONS	15,000
Brookgreen Gardens PO BOX 3368 Pawleys Isl,SC295853368	NONE	PC	SUPPORT OF DAILY OPERATIONS	600,000
Miracle Hill Ministries Inc 490 S PLEASANTBURG DR Greenville,SC29607	NONE	PC	SUPPORT OF DAILY OPERATIONS	250,000
Harold C Jennings Foundation 4 MCGEE STREET Greenville,SC29601	NONE	PC	SUPPORT OF DAILY OPERATIONS	25,000
Law Enforcement Chaplaincy for South Carolina PO BOX 6426 Columbia,SC292606426	NONE	PC	SUPPORT OF DAILY OPERATIONS	30,000
The Salvation Army Greenville County 417 RUTHERFORD ST Greenville,SC29609	NONE	PC	SUPPORT OF DAILY OPERATIONS	25,000
Samaritans Purse PO BOX 3000 Boone,NC28607	NONE	PC	SUPPORT OF DAILY OPERATIONS	75,000
Crossover Communications International 7520 MONTICELLO RD Columbia,SC29203	NONE	PC	SUPPORT OF DAILY OPERATIONS	20,000
Bon Secours St Francis Health Systems ONE ST FRANCIS DRIVE Greenville,SC29601	NONE	PC	SUPPORT OF DAILY OPERATIONS	50,000
The Shelter for Abused Women and Children Inc PO BOX 10102 Naples,FL34101	NONE	PC	SUPPORT OF DAILY OPERATIONS	5,000
Neighborhood Health Clinic Inc 121 GOODLETTE ROAD NORTH Naples,FL341026230	NONE	PC	SUPPORT OF DAILY OPERATIONS	10,000
Naples Historical Society Inc Protection of Historic Palm Cottage PO BOX 201 Naples,FL34106	NONE	PC	SUPPORT OF DAILY OPERATIONS	15,000
Bellarmine University Vicki B Owsley Nursing Scholarship 2001 NEWBURG ROAD Louisville,KY40205	NONE	PC	SCHOLARSHIP	1,000
Community Care Clinic of Highlands Cashiers Inc 52 AUNT DORA DRIVE Highlands,NC28741	NONE	PC	SUPPORT OF DAILY OPERATIONS	10,000
Brooklink N105 W20939 OAK LANE Germantown,WI53022	NONE	PC	SUPPORT OF DAILY OPERATIONS	10,000
Young Life 2320 EAST NORTH ST SUITE NN Greenville,SC29607	NONE	PC	SUPPORT OF DAILY OPERATIONS	25,000
Total ................................. 3a				1,671,000

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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	2,734
4 Dividends and interest from securities ....			14	585,339
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income .....
8 Gain or (loss) from sales of assets other than inventory ............			18	1,092,538
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aTAX REFUNDS & PART			14	98,684
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				1,779,295

13Total. Add line 12, columns (b), (d), and (e)..................

1,779,295

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2023)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
ALTERNATE INVESTMENTS
CAPE ANN GLOBAL	AT COST	1,338,917	1,305,361
INST VENTURE XV	AT COST	557,276	1,231,816
ORBIMED ISRAEL II	AT COST	179,365	237,266
FRANCISCO PARTNERS V-B	AT COST	144,949	244,553
FRANCISCO PARTNERS VI-B	AT COST	252,285	280,764
INST. VENTURE XVII	AT COST	663,844	736,788
FRANCISCO PARTNERS IV-A	AT COST	64,289	292,343
BLUE VISTA	AT COST	365,374	396,777
ENERGY CAP PRTNRS	AT COST		31,667
ICAPITAL BLACKSTONE	AT COST		294,125
STRATEGIC PARTNERS FUND OFFSHO	AT COST		344,514

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
STATE FILING FEE	50	0	50
OTHER EXPENSE (NON-DEDUCTIBLE	1,932	1,932	0
FROM PARTNERSHIP/S-CORP	43	0	0

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
FEDERAL TAX REFUND	30,061	0
FROM PARTNERSHIP/S-CORP	68,623	68,623

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAXES	17,053	17,053		0
FOREIGN TAXES ON QUALIFIED FOR	6,538	6,538		0