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
Elizabeth Raymond Ambler Trust
 
Number and street (or P.O. box number if mail is not delivered to street address)PO Box 7266
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilton, CT068977266
A Employer identification number

06-6473263
B Telephone number (see instructions)

(203) 493-1088
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$6,821,785J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 66,553 66,553  
5a Gross rents............ 135,332 135,332  
b Net rental income or (loss) 135,332
6a Net gain or (loss) from sale of assets not on line 10 126,087
b Gross sales price for all assets on line 6a 761,690
7 Capital gain net income (from Part IV, line 2)... 126,087
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........ 327,972 327,972  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 148,500 74,250   74,250
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,425 3,319   1,106
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
6,759 6,759   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,890 6,890   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,585 2,793   2,793
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 172,159 94,011   78,149
25 Contributions, gifts, grants paid....... 421,168 421,168
26 Total expenses and disbursements. Add lines 24 and 25 593,327 94,011   499,317
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -265,355
b Net investment income (if negative, enter -0-) 233,961
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............. 154,340 41,607 41,607
2 Savings and temporary cash investments......... 52,180 350,664 350,664
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.......... 15,608 552 552
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,143,015 Click to see attachment
List of Attached Documents:
// Content
2,706,965 		3,614,501
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow1,770,000
Less: accumulated depreciation (attach schedule) right arrow   1,770,000 Click to see attachment
List of Attached Documents:
// Content
1,770,000 		2,814,461
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow2,779
Less: accumulated depreciation (attach schedule) right arrow2,779      
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,135,143 4,869,788 6,821,785
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 7,675,503 7,675,503
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds -2,540,360 -2,805,715
29 Total net assets or fund balances (see instructions)..... 5,135,143 4,869,788
30 Total liabilities and net assets/fund balances (see instructions). 5,135,143 4,869,788
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
5,135,143
2
Enter amount from Part I, line 27a .....................
2
-265,355
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,869,788
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,869,788
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 Davenport & Co LLC #DA1-594849 P    
b Davenport & Co LLC #DA1-594849 P    
c Davenport & Co LLC #DA2-054884 P    
d Davenport & Co LLC #DA2-054884 P    
e Capital Gains Dividends P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 179,807   178,361 1,446
b 314,979   308,282 6,697
c 25,489   27,124 -1,635
d 144,439   121,836 22,603
e 96,976     96,976
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       1,446
b       6,697
c       -1,635
d       22,603
e       96,976
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 2 126,087
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 3,252
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,252
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,252
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 3,439
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,500
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,939
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 1,687
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,687 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 arrowCT
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowwww.amblertrust.org
14
The books are in care ofright arrowThe Foundation Telephone no.right arrow (203) 493-1088

Located atright arrowPO Box 7266WiltonCT ZIP+4right arrow068977266
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)
Yes
 
(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
 
No
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
Reverend William L Sachs Trustee
10.00 		49,500 0 0
509 St Christophers Road
Richmond,VA23226
Dr David F Clune Trustee
10.00 		49,500 0 0
50 Middlebrook Farm Road
Wilton,CT06897
David K Clune Trustee
10.00 		49,500 0 0
87 Ridgefield Road
Wilton,CT06897
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
3,631,049
b
Average of monthly cash balances.......................
1b
201,256
c
Fair market value of all other assets (see instructions)................
1c
2,814,461
d
Total (add lines 1a, b, and c).........................
1d
6,646,766
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) Click to see attachment
List of Attached Documents:
// Content
.............
1e
50,000
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
6,646,766
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
99,701
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,547,065
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
327,353
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
327,353
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
3,252
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,252
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
324,101
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
324,101
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
324,101
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
499,317
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
499,317
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 7 324,101
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......  
b From 2019......  
c From 2020...... 212,291
d From 2021...... 144,020
e From 2022...... 151,249
f Total of lines 3a through e ........ 507,560
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 499,317
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..... 324,101
e Remaining amount distributed out of corpus 175,216
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 5 682,776
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 ...... 		682,776
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020.... 212,291
c Excess from 2021.... 144,020
d Excess from 2022.... 151,249
e Excess from 2023.... 175,216
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
Elizabeth Raymond Ambler Trust
PO Box 7266
Wilton,CT06897
(203) 761-1150
bThe form in which applications should be submitted and information and materials they should include:
Must submit scholarship application form with required attachments including the Free Application for Federal Student Aid(FAFSA) and a copy of parent/guardian Federal Income tax return. For scholarship renewals must submit a letter requesting continuation of scholarship, a copy of final grades, FAFSA, tax returns and any information on additional scholarships or awards.Please check www.amblertrust.org for the most up to date scholarship and grant applicaiton information.
cAny submission deadlines:
April 30 for new scholarship applications and May 31 for renewal applications.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Individual scholarships range from $1,000 to $10,000. Preferences are to be afforded to students residing in the Town of Wilton first and surrounding towns second.
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
Elizabeth Raymond Ambler Trust
PO Box 7266
Wilton,CT06897
(203) 761-1150
bThe form in which applications should be submitted and information and materials they should include:
Must submit non-scholarship grant application with specific project information,organizational information, financial statements and proof of tax exempt status.Please check www.amblertrust.org for the most up to date scholarship and grant applicaiton information.
cAny submission deadlines:
March 1
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Municipal, religious, charitable, benevolent or educational organizations or corporations as determined by the trustees.
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

Help for Kids Inc

141 Franklin Street
Stamford,CT06901 		  Non-profit HELP for Kids (HFK) home visiting program 10,000

Wilton Youth Council

PO Box 172
Wilton,CT06897 		  Non-profit Youth to youth programs 5,000

Keystone House Inc

147 Main Street
Norwalk,CT06851 		  Non-profit Sewer line replacement 10,000

Covenant to Care for Children Inc

1477 Park Avenue
Hartford,CT06106 		  Non-profit Asssitance to at risk adolescents.Assistance to at risk adolescents 3,000

Virginia Theological Seminary

3737 Seminary Road
Alexandria,VA22304 		  Non-profit Launching Into Ministry ProgramLaunching into ministry program 5,000

Community Resources for Justice

355 Boylston Street
Boston,MA02116 		  Non-profit Post release reentry assistance 2,000

Bridgeport Youth Lacrosse

56 Fairview Avenue
Bridgeport,CT06606 		  Non-profit Youth lacrosse "Sports for Peace" 6,000
Catherine Campbell


10 Chestnut Hill Road
Norwalk,CT06851 		None N/A Scholarship - Harvard University 4,300
John Becker


15 Turning Leaf Lane
Shelton,CT06484 		None N/A Scholarship - East Carolina University 3,000
Josh Darkwah


1892 Morris Avenue Apt 15
Bronx,NY10483 		None N/A Scholarship - Semester Abroad 1,319
Josh Darkwah


1892 Morris Avenue Apt 15
Bronx,NY10483 		None N/A Scholarship - NY University 7,133

Domestic Violence Crisis Center

777 Summer Street
Stamford,CT06901 		  Non-profit Peace works education program 5,000

Norwalk Symphony Society

25 Van Zant Street
Norwalk,CT06855 		  Non-profit (Not) Just for Kids - access to music programs 2,000

Buck's Rock Camp

59 Bucks Rock Road
New Milford,CT06776 		  Non-profit Success academy 2,000

MoCA Westport

19 Newtown Turnpike
Westport,CT06880 		  Non-profit Special needs art classes for adults and children 5,000

Family & Childrens Agency

9 Mott Avenue
Norwalk,CT06851 		  Non-profit ASPIRE: FCA's after school program 5,000

Harbor Watch

10 Woodside Lane
Westport,CT06880 		  Non-profit Environmental educaiton programs 7,500

Higher Edge

35 Redden Avenue
New London,CT06320 		  Non-profit Higher education support 2,500

The Tiny Miracles Foundation

381 Post Road
Darien,CT06820 		  Non-profit Parent support services for families with premature infants 5,000

Neighborhood Studios of Fairfield County

150 Elm Street
Bridgeport,CT06604 		  Non-profit Camp Hart - Children with special needs 2,000

Orchestra Lumos

263 Tresser Boulevard
Stamford,CT06901 		  Non-profit Lumunous storytelling music education 5,000

Person to Person

1864 Post Road
Darien,CT06820 		  Non-profit Food, health and clothing insecurity 7,500

Kids in Crisis

1 Salem Street
Cos Cob,CT06807 		  Non-profit Teen talk program 5,000

GAIA Global Health

66 Franklin Street
Oakland,CA94607 		  Non-profit Orphan and vulnerable children education and HIV prevention program 5,000

Pacific House

579 Pacific Street
Stamford,CT06902 		  Non-profit Homelessness 4,000
Emmanuel Bazile


114 Griggs Avenue
Teaneck,NJ07666 		None N/A Scholarship - University of Rhode Island 5,000
Yanny Garcia


487 Numa Byerly Road
Lexington,NC27292 		None N/A Scholarship - North Carolina A&T 2,926
Alejandra Garcia


649 Ellsworth Street
Bridgeport,CT06605 		None N/A Scholarship - University of CT 5,000
Bianca Juca


33-25 103rd Street
Cornoa,NY11368 		None N/A Scholarship - Stonybrook University 5,000
Carla Romeus


38 Morton Street
Norwalk,CT06854 		None N/A Scholarship - Pace University 5,000
Amy Traore


5 Rockland Road Apt B3
Norwalk,CT06854 		None N/A Scholarship - University of CT 1,500
Alex Villanueva


3484 Fort Independence
Bronx,NY10463 		None N/A Scholarship - Manhattan College 5,000

Catholic Charities of Fairfield County Inc

120 East Avenue
Norwalk,CT06851 		  Non-profit To help Norwalk residents in crisis overcome their financial hardships 5,000

Filling in the Blanks

346 Main Avenue
Norwalk,CT06851 		  Non-profit Weekend meal program for children 5,000

Malta House

139 West Rocks Road
Norwalk,CT06851 		  Non-profit At risk mothers partnering success program 7,500

SoundWaters Inc

1281 Cove Road
Stamford,CT06902 		  Non-profit Autocalve 5,000

Future Five

135 Atlantic Street
Stamford,CT06901 		  Non-profit College prep to address opportunity gap 2,500

Woodcock Nature Center

56 Deer Run Road
Wilton,CT06897 		  Non-profit Waders, shed, picnic tables 4,000

Food Rescue US

1127 High Ridge Road
Stamford,CT06905 		  Non-profit Food waste reduction 3,000

Operation Fuel

75 Charter Oak Avenue
Hartford,CT06106 		  Non-profit Emergency energy assistance 5,000
Kiri Clancy


69-30 179th Street Fresh
Queens,NY11365 		None N/A Scholarship - SUNY Binghamton 8,000
Ethan Lazaro


181 Birdseye Street
Stratford,CT06615 		None N/A Scholarship - University of Connecticut 2,500
Jocelyn Lister


7508 LaPaz Blvd 309
Boca Raton,FL33433 		None N/A Scholarship - University of Maryland 7,000
Kayleigh O'Keefe


13 Robins Lane
Brookfield,CT06804 		None N/A Scholarship - University of Connecticut 5,000
Robert Moore


210 Pitt Street
Bridgeport,CT06606 		None N/A Scholarship - Central CT State University 4,500
Jana Duhaney


19 Lawrence Street
Norwalk,CT06854 		None N/A Scholarship - University of Connecticut 4,000
Nadia Voravolya


228 North Springfield Road
Clifton Heights,NJ19018 		None N/A Scholarship - Temple University 9,500
Jaquille Wilson


131 Infield Street
Bridgeport,CT06606 		None N/A Scholarship - University of Connecticut 6,000

Regional Hospice and Home Care of Western CT Inc

30 Milestone Road
Danbury,CT06810 		  Non-profit Hospice care 5,000

St Joseph's Parenting Center

90 Fairfield Avenue
Stamford,CT06902 		  Non-profit Strengthening families through parenting education 5,000

Thrown Stone Theatre Company

538 Branchville Road
Ridgefield,CT06877 		  Non-profit World premiere of "Seven Cousins for a Horse" 3,000

Healing Meals Foundation Corp

PO Box 7223
Bloomfield,CT06002 		  Non-profit Healthy meals program 5,000
Amir Preston


137 Hollow Tree Road Unit 2013
Darien,CT06820 		None N/A Scholarship - Springfield College 10,200
Eyesly Zuniga


30 Day Street Apt 408D
Norwalk,CT06854 		None N/A Scholarship - Pratt Institute 4,000
Vertus Berdjina


261 Ely Avenue Bldg 18 Apt 1D
Norwalk,CT06854 		None N/A Scholarship - Western CT State University 9,773
Christopher Cruz


261 Ely Avenue Bldg 19 Apt 3B
Norwalk,CT06854 		None N/A Scholarship - Eastern CT State University 8,295
Danie Bolivar


261 Ely Avenue Bldg 16 Apt 2F
Norwalk,CT06854 		None N/A Scholarship - Sacred Heart University 10,000
Georges Gregori


261 Ely Avenue Bldg 23 Apt 3D
Norwalk,CT06854 		None N/A Scholarship - Western CT State University 10,000
Hector Melesio-Rodriquez


10 Enterprise Avenue
Trenton,NJ08638 		None N/A Scholarship - Franklin & Marshall College 2,421
Brett Gillman


4B Evergreen Avenue
Wilton,CT06897 		None N/A Scholarship - Middlebury College 3,500
Allison Eidt


395 Danbury Road
Wilton,CT06897 		None N/A Chip Gawls Award 1,000
Gayathri Kamal


395 Danbury Road
Wilton,CT06897 		None N/A Marty Meade Award 1,000
Emma Lusignan


395 Danbury Road
Wilton,CT06897 		None N/A Rusty Heard Award 1,000
Erin Famous


395 Danbury Road
Wilton,CT06897 		None N/A John Rhodes Award 1,000
Jordan Lister


7508 LaPaz Blvd 309
Boca Raton,FL33433 		None N/A Scholarship - Miami University 8,000
Linda Petersen


436 Hurlbutt Street
Wilton,CT06897 		None N/A Scholarship - University of Hartford 10,001
Maika Sylvestre


20 Day Street Apt 102
Norwalk,CT06854 		None N/A Scholarship - Sacred Heart University 10,000
Raphael Benjamin


261 Ely Avenue Bldg 15 Apt 3D
Norwalk,CT06854 		None N/A Scholarship - Rochester Institute of Technology 10,000
Rolemiche Jeannis


275 Mount Carmel Avenue
Hamden,CT06518 		None N/A Scholarship - Quinnipiac University 12,000

The Rowan Center

1111 Summer Street
Stamford,CT06905 		  Non-profit Sexual violence prevention education 5,000

Positive Directions

90 Post Road West
Westport,CT06880 		  Non-profit To support provision of mental health first aid training to the community 7,300

The Connecticut Invention Convention

PO Box 230311
Hartford,CT06123 		  Non-profit DEI invention education initiative at community based organization 5,000

Stamford Hospital

One HospitalPlaza
Stamford,CT06902 		  Non-profit Stamford Hospital's KIDS' FAN (Fitness & Nutrition Services) program 3,000

People 1st Inc

73 River Street
Bridgeport,CT06604 		  Non-profit Rolling shelf units for vertial farm 2,000

Mianus Chapter of Trout Unlimited

Po Box 475
Wilton,CT06897 		  Non-profit Dam removal 7,500

Discovery Museum Inc

4450 Park Avenue
Bridgeport,CT06604 		  Non-profit K-12 summer programs 3,000
Cindy Rodriquez-Jimenez


395 Danbury Road
Wilton,CT06897 		None N/A Chip Zellner Award 1,000

University of Botswana

395 Danbury Road
Wilton,CT06897 		  N/A Anesthesia Grant 18,000
Hector Melesio-Rodriquez


10 Enterprise Avenue
Trenton,NJ08638 		None N/A Summer Study Grant 7,000
Total .................................right arrow 3a 421,168
bApproved for future payment
Rolemiche Jeannis

275 Mount Carmel Avenue
Hamden,CT06518 		None N/A Scholarship - Quinnipiac University 4,000
Total ................................. right arrow 3b 4,000
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 66,553  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 135,332  
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    14 126,087  
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) .. 0 327,972 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
327,972
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
Elizabeth Raymond Ambler Trust
EIN:
06-6473263
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Accounting Fees 4,425 3,319   1,106

TY 2023 InvestmentsCorpStockSchedule
Name:
Elizabeth Raymond Ambler Trust
EIN:
06-6473263
Name of Stock End of Year Book Value End of Year Fair Market Value
Davenport & Company #DA1-594849 2,428,395 3,235,096
Davenport & Company #DA2-054884 278,570 379,405

TY 2023 InvestmentsLandSchedule2
Name:
Elizabeth Raymond Ambler Trust
EIN:
06-6473263
Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
Land - 333 Hurlbutt Road Wilton, CT 1,720,000 0 1,720,000  
Land - 6 Acres 50,000 0 50,000  

TY 2023 OtherExpensesSchedule
Name:
Elizabeth Raymond Ambler Trust
EIN:
06-6473263
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Miscellaneous expenses 5,585 2,793   2,793


TY 2023 OtherProfessionalFeesSchedule
Name:
Elizabeth Raymond Ambler Trust
EIN:
06-6473263
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Advisory Fees 6,759 6,759   0


TY 2023 ReductionExplanationStatement
Name:
Elizabeth Raymond Ambler Trust
EIN:
06-6473263
Explanation:
The foundation owns a lot that is landlocked and generates no income or cash flow. The lot was valued at $50,000 when it was gifted to the trust through the Estate of Elizabeth Raymond Ambler. The trustees are in the process of trying to secure access to the lot in order to convert it to an income producing asset.

TY 2023 TaxesSchedule
Name:
Elizabeth Raymond Ambler Trust
EIN:
06-6473263
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Foreign Taxes 1,541 1,541   0
Real Estate Taxes 5,349 5,349   0