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
R T VANDERBILT TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)30 WINFIELD ST
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NORWALK, CT06855
A Employer identification number

06-6040981
B Telephone number (see instructions)

(855) 739-2921
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$9,726,815J 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... 241,419 238,681  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 51,365
b Gross sales price for all assets on line 6a 1,285,124
7 Capital gain net income (from Part IV, line 2)... 51,365
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)....... Click to see attachment
List of Attached Documents:
// Content
-5,164 -5,164  
12 Total. Add lines 1 through 11........ 287,620 284,882  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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).... Click to see attachment
List of Attached Documents:
// Content
99,040 81,040   18,000
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,523 6,523   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,466 1,466    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 107,029 89,029 0 18,000
25 Contributions, gifts, grants paid....... 367,380 367,380
26 Total expenses and disbursements. Add lines 24 and 25 474,409 89,029 0 385,380
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -186,789
b Net investment income (if negative, enter -0-) 195,853
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 3,234 1,755 1,755
2 Savings and temporary cash investments......... 252,270 81,123 81,123
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 2,345,675 Click to see attachment
List of Attached Documents:
// Content
2,354,054 		2,263,630
b Investments—corporate stock (attach schedule)....... 3,730,969 Click to see attachment
List of Attached Documents:
// Content
3,776,257 		6,546,299
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 775,694 Click to see attachment
List of Attached Documents:
// Content
725,210 		834,008
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,107,842 6,938,399 9,726,815
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 7,107,842 6,938,399
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)..... 7,107,842 6,938,399
30 Total liabilities and net assets/fund balances (see instructions). 7,107,842 6,938,399
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
7,107,842
2
Enter amount from Part I, line 27a .....................
2
-186,789
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
20,863
4
Add lines 1, 2, and 3 ..........................
4
6,941,916
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
3,517
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,938,399
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 25000. ABBVIE INC 3.750% 11/14/23   2019-05-23 2023-01-10
b 40000. SUMITOMO MITSUI FINL 3.748% 7/19/23     2023-01-24
c 30000. US TREASURY NOTE 1.500% 9/30/24   2021-04-29 2023-01-24
d 151. BRITISH AMERICAN TOBACCO P.L.C - ADR     2023-01-25
e 18. CISCO SYSTEMS INC   2017-03-27 2023-01-25
38. DEUTSCHE TELEKOM AG - ADR   2021-06-22 2023-01-25
3. GOLDMAN SACHS GROUP INC   2020-11-16 2023-01-25
13. HASBRO INC   2021-09-09 2023-01-25
5. LOCKHEED MARTIN CORP     2023-01-25
4. LOWES COS INC   2022-05-19 2023-01-25
4. LOWES COS INC   2019-06-14 2023-01-25
14. MERCK & CO INC NEW   2021-12-06 2023-01-25
26. SIEMENS AG - SPONSORED ADR     2023-01-25
44. TJX COMPANIES INC   2021-04-19 2023-01-25
13. TOTAL S.A. - ADR   2019-06-14 2023-01-25
5033. ISHARES GOLD TRUST ETF   2000-01-01 2023-01-31
18. BLACKROCK INC   2014-06-09 2023-02-09
187. FIDELITY NATL INFORMATION SVCS INC   2022-06-24 2023-02-09
579. FIDELITY NATL INFORMATION SVCS INC     2023-02-09
228. INTERPUBLIC GROUP COS INC   2020-10-26 2023-02-09
84. JPMORGAN CHASE & CO   2020-10-26 2023-02-09
35000. MITSUBISHI UFJ FIN 3.407% 3/07/24   2020-09-03 2023-02-09
42. UNION PACIFIC CORP   2013-01-10 2023-02-09
77. WASTE MANAGEMENT INC     2023-02-09
5033. ISHARES GOLD TRUST ETF   2000-01-01 2023-02-28
82. WALT DISNEY CO   2022-06-24 2023-03-20
5. WALT DISNEY CO   2014-02-03 2023-03-20
935. MANULIFE FINANCIAL CORP     2023-03-20
50000. US TREASURY NOTE 1.500% 9/30/24     2023-03-30
5033. ISHARES GOLD TRUST ETF   2000-01-01 2023-03-31
6. ABBVIE INC   2022-05-19 2023-04-03
43. DEUTSCHE BOERSE AG ADR     2023-04-03
101. DEUTSCHE POST AG ADR   2019-12-11 2023-04-03
12. LVMH MOET HENNESSY UNSP ADR - ADR   2022-03-14 2023-04-03
4. LOCKHEED MARTIN CORP   2017-03-27 2023-04-03
10. STANLEY BLACK & DECKERINC.   2022-05-19 2023-04-03
48. STANLEY BLACK & DECKERINC.     2023-04-03
80. TOTAL S.A. - ADR     2023-04-03
22. VERIZON COMMUNICATIONS   2021-09-23 2023-04-03
.5 TOKYO ELECTRON LTD-UNSP ADR   2022-05-20 2023-04-10
6340. ISHARES GOLD TRUST ETF   2000-01-01 2023-04-30
20000. KLA-TENCOR CORP 4.650% 11/01/24   2019-12-10 2023-05-11
20000. US TREASURY NOTE 2.500% 5/15/24   2020-12-08 2023-05-11
35000. LOWE'S COS INC 3.350% 4/01/27   2022-11-30 2023-05-15
30000. HP ENTERPRISE CO 1.450% 4/01/24     2023-05-30
60000. US TREASURY NOTE 2.500% 5/15/24     2023-05-30
6340. ISHARES GOLD TRUST ETF   2000-01-01 2023-05-31
6. JOHNSON & JOHNSON   2022-06-24 2023-06-09
8. MERCK & CO INC NEW   2021-12-06 2023-06-09
3. MICROSOFT CORP   2017-03-27 2023-06-09
201. NORDEA BANK ABP - SPON ADR   2021-12-06 2023-06-09
12. PROCTER & GAMBLE CO   2021-03-01 2023-06-09
320. RECKITT BENCKIS/S ADR   2021-12-06 2023-06-09
55. ROCHE HOLDINGS LTD - ADR   2022-11-02 2023-06-09
30. ROCHE HOLDINGS LTD - ADR   2017-03-27 2023-06-09
7. SAP SE   2021-04-19 2023-06-09
34. TOKYO ELECTRON LTD-UNSP ADR     2023-06-09
32. UNILEVER PLC - ADR     2023-06-09
29. VINCI SA ADR   2021-04-01 2023-06-09
49. MEDTRONIC PLC     2023-06-09
40000. COMCAST CORP 3.375% 8/15/25     2023-06-12
35000. INTERCONTINENTALEXCH 4.000% 9/15/27   2022-11-30 2023-06-12
732. CVS HEALTH CORPORATION     2023-06-14
411. WALT DISNEY CO   2014-02-03 2023-06-14
625. HASBRO INC     2023-06-14
953. LAS VEGAS SANDS CORP     2023-06-14
724. SYSCO CORP     2023-06-14
6340. ISHARES GOLD TRUST ETF   2000-01-01 2023-06-30
132. VERIZON COMMUNICATIONS     2023-07-17
6340. ISHARES GOLD TRUST ETF   2000-01-01 2023-07-31
6340. ISHARES GOLD TRUST ETF   2000-01-01 2023-08-31
10314.609 GLDMN SCHS COMM STRAT-R6 #4626   2022-01-20 2023-09-29
6340. ISHARES GOLD TRUST ETF   2000-01-01 2023-09-30
15. SANDOZ GROUP AG ADR   2017-03-27 2023-10-10
.8 SANDOZ GROUP AG ADR   2017-03-27 2023-10-24
6340. ISHARES GOLD TRUST ETF   2000-01-01 2023-10-31
6340. ISHARES GOLD TRUST ETF   2000-01-01 2023-11-30
40000. US TREASURY NOTE 2.250% 11/15/24     2023-12-04
40000. US TREASURY NOTE 2.250% 11/15/24   2021-10-14 2023-12-05
80000. US TREASURY NOTE 0.375% 1/31/26     2023-12-05
18. CELANESE CORP   2023-06-14 2023-12-18
77. CELANESE CORP   2022-12-06 2023-12-18
1111. INTERPUBLIC GROUP COS INC   2020-10-26 2023-12-18
59. ELI LILLY & CO COM     2023-12-18
110. RTX CORP   2023-02-09 2023-12-18
122. RTX CORP     2023-12-18
87. EATON CORP PLC     2023-12-18
10000. US TREASURY NOTE 0.750% 3/31/26   2022-03-03 2023-12-19
23. ANALOG DEVICES INC     2023-12-21
5. CME GROUP INC   2022-06-24 2023-12-21
20. MOTOROLA SOLUTIONS, INC.     2023-12-21
8. NESTLE S.A. REGISTERED SHARES - ADR   2022-08-31 2023-12-21
136. PFIZER INC   2023-01-25 2023-12-21
20. QUALCOMM INC     2023-12-21
8. RPM INTERNATIONAL INC   2021-09-23 2023-12-21
49. SCHNEIDER ELECTRIC SE - ADR   2023-04-03 2023-12-21
26. TOKYO ELECTRON LTD-UNSP ADR     2023-12-21
14. UNION PACIFIC CORP   2020-11-16 2023-12-21
14. COCA-COLA EUROPACIFIC PARTNE   2020-06-08 2023-12-21
6340. ISHARES GOLD TRUST ETF   2000-01-01 2023-12-31
CAPITAL GAIN DIVIDENDS P    
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 24,817   25,676 -859
b 39,719   40,516 -797
c 28,630   31,061 -2,431
d 5,704   6,403 -699
e 862   610 252
832   813 19
1,034   666 368
820   1,278 -458
2,240   1,482 758
818   743 75
818   398 420
1,526   1,026 500
2,025   1,838 187
3,552   3,056 496
822   691 131
38   29 9
13,015   5,644 7,371
13,872   18,237 -4,365
42,952   69,806 -26,854
8,393   4,313 4,080
11,867   8,487 3,380
34,363   38,231 -3,868
8,559   2,749 5,810
11,701   8,848 2,853
34   27 7
7,685   7,967 -282
469   351 118
16,635   17,523 -888
47,934   51,586 -3,652
38   29 9
949   909 40
816   676 140
4,657   3,838 819
2,200   1,585 615
1,894   1,062 832
794   1,161 -367
3,812   8,592 -4,780
4,997   4,092 905
860   1,196 -336
29   38 -9
49   39 10
20,018   21,935 -1,917
19,586   21,556 -1,970
33,684   33,044 640
29,040   30,567 -1,527
58,460   63,337 -4,877
51   41 10
961   1,082 -121
876   586 290
974   194 780
2,085   2,426 -341
1,747   1,501 246
4,887   5,356 -469
2,150   2,285 -135
1,173   967 206
931   976 -45
2,311   2,579 -268
1,593   1,728 -135
829   769 60
4,064   4,912 -848
38,700   44,085 -5,385
34,271   34,057 214
49,169   45,982 3,187
38,088   28,889 9,199
38,887   59,850 -20,963
56,927   47,014 9,913
52,742   30,481 22,261
49   40 9
4,389   7,172 -2,783
50   40 10
50   41 9
90,975   100,000 -9,025
49   42 7
413   258 155
23   14 9
49   39 10
49   38 11
38,927   42,815 -3,888
38,947   41,978 -3,031
73,263   78,500 -5,237
2,716   2,106 610
11,617   8,103 3,514
36,359   21,018 15,341
34,177   4,059 30,118
8,945   10,748 -1,803
9,921   10,982 -1,061
20,652   12,735 7,917
9,242   9,610 -368
4,500   2,717 1,783
1,053   1,041 12
6,152   3,075 3,077
904   941 -37
3,792   6,103 -2,311
2,837   2,096 741
893   635 258
1,936   1,618 318
2,264   1,854 410
3,335   2,916 419
908   604 304
52   40 12
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
      28,601
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       -859
b       -797
c       -2,431
d       -699
e       252
      19
      368
      -458
      758
      75
      420
      500
      187
      496
      131
      9
      7,371
      -4,365
      -26,854
      4,080
      3,380
      -3,868
      5,810
      2,853
      7
      -282
      118
      -888
      -3,652
      9
      40
      140
      819
      615
      832
      -367
      -4,780
      905
      -336
      -9
      10
      -1,917
      -1,970
      640
      -1,527
      -4,877
      10
      -121
      290
      780
      -341
      246
      -469
      -135
      206
      -45
      -268
      -135
      60
      -848
      -5,385
      214
      3,187
      9,199
      -20,963
      9,913
      22,261
      9
      -2,783
      10
      9
      -9,025
      7
      155
      9
      10
      11
      -3,888
      -3,031
      -5,237
      610
      3,514
      15,341
      30,118
      -1,803
      -1,061
      7,917
      -368
      1,783
      12
      3,077
      -37
      -2,311
      741
      258
      318
      410
      419
      304
      12
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 51,365
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 2,722
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,722
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,722
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a  
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,317
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,317
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 9 405
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right 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 arrow  
14
The books are in care ofright arrowWELLS FARGO BANK NA Telephone no.right arrow (855) 739-2921

Located atright arrow100 N MAIN ST FL 6 D4001-065WINSTON SALEMNC ZIP+4right arrow27101
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
Hugh B Vanderbilt Jr Co-Trustee
5 		0    
PO Box 5150
Norwalk,CT06856
Paul Vanderbilt Co-Trustee
5 		0    
PO Box 5150
Norwalk,CT06856
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
WELLS FARGO BANK NA INVESTMENT MANAGEMEN 81,040
100 N MAIN ST
WINSTON SALEM,NC27101
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
10,570,137
b
Average of monthly cash balances.......................
1b
320,846
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
10,890,983
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
10,890,983
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
163,365
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
10,727,618
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
536,381
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
536,381
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,722
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,722
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
533,659
4
Recoveries of amounts treated as qualifying distributions................
4
10,000
5
Add lines 3 and 4............................
5
543,659
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
543,659
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
385,380
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
385,380
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 7 543,659
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 366,817
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 385,380
a Applied to 2022, but not more than line 2a 366,817
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..... 18,563
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		525,096
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
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).)
NONE
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.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

BETHEL POLICE DEPARTMENT

12 JUDD AVE
BETHEL,CT06801 		NONE GOV GENERAL OPERATING 500

CONNECTICUT CANCER FOUNDATION INC

15 N MAIN ST
OLD SAYBROOK,CT06475 		NONE PC GENERAL OPERATING 5,000

DANBURY VOLUNTEER FIRE BATTALION

36 GERMANTOWN RD
DANBURY,CT06810 		NONE PC GENERAL OPERATING 1,000

MURRELLS INLET FIRE DEPARTMENT

3641 US-17 BUS
MURRELLS INLET,SC29576 		NONE PC GENERAL OPERATING 3,000

CATHOLIC CHARITIES MAINE

307 CONGRESS ST
PORTLAND,ME04104 		NONE PC PROVIDE ASSISTANCE TO NEEDY 4,000

HOSPICE OF SOUTHERN MAINE

180 US ROUTE ONE
SCARBOROUGH,ME04074 		NONE PC COMFORT AND CARE 2,000

MUSIC FOR YOUTH INC

PO BOX 403
WESTPORT,CT06881 		NONE PC RESIDENCY AND EXCHANGE 20,000

WG MALLET SCHOOL

116 MIDDLE STREET
FARMINGTON,ME04938 		NONE PC GENERAL SUPPORT 3,000

BRUNSWICK SCHOOL INC

100 MAHER AVE
GREENWICH,CT06830 		NONE PC GENERAL SUPPORT 500

GREENWICH COUNTRY DAY SCHOOL

PO BOX 623
GREENWICH,CT06836 		NONE PC GENERAL SUPPORT 33,250

GREENWICH HOSPITAL

5 PERRYRIDGE ROAD
GREENWICH,CT06830 		NONE PC GENERAL SUPPORT 8,250

GREENWICH ACADEMY INC

200 NORHT MAPLE AVE
GREENWICH,CT06830 		NONE PC GENERAL SUPPORT 1,000

THE CONNECTICUTT AUDUBON SOCIETY

2325 BURR ST
FAIRFIELD,CT06430 		NONE PC CONSERVE CT ENVIRONMENT 110,500

CONNECTICUT HUMANE SOCIETY

701 RUSSELL ROAD
NEWINGTON,CT06111 		NONE PC GENERAL SUPPORT 1,000

SAINT MATTHEW CHURCH

216 SCRIBNER AVENUE
NORWALK,CT06854 		NONE PC GENERAL SUPPORT 10,000

MIDDLE PATENT RURAL CEMETERY ASSOC

4 BEDFORD BANKVILLE ROAD
BEDFORD,NY10506 		NONE NC CHARITABLE PURPOSE 2,000

BETHEL VOLUNTEER FIRE DEPARTMENT

38 S STREET
BETHEL,CT06801 		NONE NC CHARITABLE PURPOSE 500

GREENWICH HISTORICAL SOCIETY INC

39 STRICKLAND ROAD
COS COB,CT06807 		NONE PC GENERAL SUPPORT 20,000

AMOGERONE VOLUNTEER FIRE CO #1

PO BOX 121
GREENWICH,CT06836 		NONE PC GENERAL SUPPORT 1,000

NEWTOWN HISTORICAL SOCIETY INC

PO BOX 189
NEWTOWN,CT06470 		NONE PC MATTHEW CURTISS HOUSE 1,000

PLANNED PARENTHOOD FEDERATION OF
AMERICA INC
434 W 33RD ST
NEW YORK,NY10001 		NONE PC INTERNATIONAL/GLOBAL 41,350

WILDLIFE CONSERVATION SOCIETY

2300 SOUTHERN BLVD
BRONX,NY10460 		NONE PC FIELD PROGRAMS/NY PARKS 2,000

GALAPAGOS CONSERVANCY INC

11150 FAIRFAX BOULEVARD
FAIRFAX,VA22030 		NONE PC GENERAL SUPPORT 17,000

MISSION PRE-BORN INC

PO BOX 78221
INDIANAPOLIS,IN46278 		NONE PC GENERAL OPERATING 2,000

GREENWICH EMERGENCY MEDICAL
SERVICE
1111 EAST PUTNAM AVE
RIVERSIDE,CT06878 		NONE PC GENERAL SUPPORT 1,000

ST LUKES FOUNDATION

377 NORTH WILTON ROAD
NEW CANAAN,CT06840 		NONE PC GENERAL SUPPORT 2,000

AMERICAN FRIENDS OF WIGMORE HALL INC

1000 N WEST ST 1200
WILMINGTON,DE19801 		NONE PC ARTISTIC SERIES 17,030

CAMPING & EDUCATION FOUNDATION

3515 MICHIGAN AVENUE
CINCINNATI,OH45208 		NONE PC GENERAL SUPPORT 4,000

HUMANE SOCIETY OF CALLOWAY COUNTY

607 POPLAR ST
MURRAY,KY42071 		NONE PC GENERAL OPERATING 1,000

UNIVERSITY OF NOTRE DAME

400 MAIN BUILDING
NOTRE DAME,IN46556 		NONE PC GENERAL SUPPORT 2,000

MAYO CLINIC ROCHESTER

200 FIRST ST SW
ROCHESTER,MN55905 		NONE PC GENERAL SUPPORT 20,000

ST JOSEPHS INDIAN SCHOOL

1301 N MAIN STREET
CHAMBERLAIN,SD57326 		NONE PC GENERAL SUPPORT 500

SOUP FOR THE SOUL ORG

PO BOX 1001
MURRAY,KY42071 		NONE PC GENERAL SUPPORT 500

HOUSANTONIC RESOURCE RECOVERY
AUTHORITY
162 WHISCONIER ROAD
BROOKFIELD,CT06804 		NONE PC GENERAL SUPPORT 1,000

ROLLINS COLLEGE

1000 HOLT AVE
WINTER PARK,FL32789 		NONE PC GENERAL SUPPORT 5,000

MURRAY CALLOWAY NEED LINE ASSOC

638 S 4TH STREET
MURRAY,KY42071 		NONE PC GENERAL SUPPORT 1,000

HOP A LONG HOLLOW RABBIT RESCUE
AND ADOPTION INC
1 WOODSIDE AVE
NORWALK,CT06855 		NONE PC GENERAL SUPPORT 1,000

CHRISTINES CRITTERS

45 BRADLEY ROAD
WESTON,CT06883 		NONE PC GENERAL SUPPORT 1,000

SILVER SHIELD ASSOCIATION EDUCATION FUND

PO BOX 1123
GREENWICH,CT06836 		NONE PC GENERAL SUPPORT 1,000

ARIZONA SONORA DESERT MUSEUM

2021 N KINNEY ROAD
TUCSON,AZ85743 		NONE PC GENERAL SUPPORT 1,000

HERITAGE OF WEST NYACK

PO BOX 46
WEST NYACK,NY10994 		NONE PC GENERAL SUPPORT 4,500

CHATHAM ROCK ISLAND INC

261 DOLPHIN COVE QUAY
STAMFORD,CT06902 		NONE PC GENERAL OPERATING 4,000

HOLY FAMILY PARISH

700 OLD STRATFIELD ROAD
FAIRFIELD,CT06825 		NONE PC BUILDING UPDATES/REPAIRS 5,000

TUNNEL TO TOWERS FOUNDATION

2361 HYLAN BLVD
STATEN ISLAND,NY10306 		NONE PC GENERAL SUPPORT 3,000

BACKCOUNTRY CONCERTS

15 E PUTNAM AVE
GREENWICH,CT06830 		NONE PC GENERAL SUPPORT 2,000
Total .................................right arrow 3a 367,380
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 241,419  
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 51,365  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFROM PARTNERSHIP/ 		    1 -5,164  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   287,620  
13Total. Add line 12, columns (b), (d), and (e)..................
13
287,620
(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.)
11 0
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

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 ExpenditureResponsibilityStmt
Name:
R T VANDERBILT TRUST
EIN:
06-6040981
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
MIDDLE PATENT RURAL CEMETERY ASSOCIATION
  		PO BOX 343
BEDFORD,NY10506 		2023-12-20 2,000 CEMETERY MAITENANCE   TO THE FDNS KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED 6/14/2024    
BETHEL VOLUNTARY FIRE DEPARTMENT
  		38 SOUTH STREETH
BETHEL,CT06801 		2023-12-20 500 CHARITABLE PURPOSES   TO THE FDNS KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED 6/18/2024    

TY 2023 InvestmentsCorpStockSchedule
Name:
R T VANDERBILT TRUST
EIN:
06-6040981
Name of Stock End of Year Book Value End of Year Fair Market Value
SEE ATTACHED 3,776,257 6,546,299

TY 2023 InvestmentsGovtObligationsSch
Name:
R T VANDERBILT TRUST
EIN:
06-6040981
US Government Securities - End of Year Book Value:

2,354,054
US Government Securities - End of Year Fair Market Value:

2,263,630
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2023 InvestmentsOtherSchedule2
Name:
R T VANDERBILT TRUST
EIN:
06-6040981
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
81 RT VANDERBILT VOTING AT COST 23,830 23,830
891 RT VANDERBILT NON-VOTING AT COST 262,132 262,132
SEE ATTACHED AT COST 439,248 548,046

TY 2023 OtherDecreasesSchedule
Name:
R T VANDERBILT TRUST
EIN:
06-6040981
Description Amount
MUTUAL FUND TIMING ADJ 497
CY PURCHASE OF ACCRUED INTEREST 858
PY ROC ADJ 2,009
COST BASIS ADJ 153


TY 2023 OtherExpensesSchedule
Name:
R T VANDERBILT TRUST
EIN:
06-6040981
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES- ADR FEES 274 274   0
FROM PARTNERSHIP/S-CORP 634 634   0
INVESTMENT EXPENSES- PROCEEDS 558 558   0


TY 2023 OtherIncomeSchedule2
Name:
R T VANDERBILT TRUST
EIN:
06-6040981
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FROM PARTNERSHIP/S-CORP -5,164 -5,164  


TY 2023 OtherIncreasesSchedule
Name:
R T VANDERBILT TRUST
EIN:
06-6040981
Description Amount
TAX LOT BASIS ADJ 272
PARTNERSHIP BASIS ADJ 9,372
RECOVERY OF GRANTS 10,000
PY PURCHASE OF ACCRUED INTEREST 1,219


TY 2023 OtherProfessionalFeesSchedule
Name:
R T VANDERBILT TRUST
EIN:
06-6040981
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GRANT ADMIN FEES 18,000     18,000
WELLS FARGO ADVISOR FEES 81,040 81,040    


TY 2023 TaxesSchedule
Name:
R T VANDERBILT TRUST
EIN:
06-6040981
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 6,208 6,208   0
FOREIGN TAXES ON NONQUALIFIED 315 315   0