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
THE WREDE FOUNDATION
C/O N DOOLITTLE
Number and street (or P.O. box number if mail is not delivered to street address)30 S 17TH STREET 820
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHILADELPHIA, PA19103
A Employer identification number

27-0501868
B Telephone number (see instructions)

(267) 369-3342
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$1,871,213J 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 375 375  
4 Dividends and interest from securities... 36,934 36,934  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -9,968
b Gross sales price for all assets on line 6a 199,880
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 27,341 37,309  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,500 1,350   3,150
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
11,170 11,170   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
393 393   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
3,456 3,456   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 19,519 16,369   3,150
25 Contributions, gifts, grants paid....... 100,000 100,000
26 Total expenses and disbursements. Add lines 24 and 25 119,519 16,369   103,150
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -92,178
b Net investment income (if negative, enter -0-) 20,940
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.............      
2 Savings and temporary cash investments......... 10,016 34,620 34,620
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..........   1,686 1,686
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 803,770 Click to see attachment
List of Attached Documents:
// Content
769,358 		1,026,276
c Investments—corporate bonds (attach schedule)....... 383,434 Click to see attachment
List of Attached Documents:
// Content
335,580 		299,774
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).......... 475,060 Click to see attachment
List of Attached Documents:
// Content
467,708 		508,857
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) 1,672,280 1,608,952 1,871,213
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,672,280 1,608,952
29 Total net assets or fund balances (see instructions)..... 1,672,280 1,608,952
30 Total liabilities and net assets/fund balances (see instructions). 1,672,280 1,608,952
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
1,672,280
2
Enter amount from Part I, line 27a .....................
2
-92,178
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
28,850
4
Add lines 1, 2, and 3 ..........................
4
1,608,952
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
1,608,952
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b K-1 P 2021-01-01 2023-12-31
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 192,541   202,979 -10,438
b     6,869 -6,869
c 7,339     7,339
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -10,438
b       -6,869
c       7,339
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -9,968
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) 1 291
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........................... 3 291
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- ..... 5 291
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,686
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,686
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 1,395
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,395 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 arrow
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowTIEDEMANN ABP Telephone no.right arrow (212) 396-5900

Located atright arrow520 MADISON AVE 26TH FLOORNEW YORKNY ZIP+4right arrow10022
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
NANCY Q PETERSMEYER TRUSTEE
1.00 		0 0 0
C/O N DOOLITTLE 30 S 17TH ST STE
820
PHILADELPHIA,PA19103
NADINE DOOLITTLE TRUSTEE
1.00 		0 0 0
30 S 17TH ST STE 820
PHILADELPHIA,PA19103
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
1,775,673
b
Average of monthly cash balances.......................
1b
22,318
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,797,991
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
1,797,991
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
26,970
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,771,021
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
88,551
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
88,551
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
291
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
291
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
88,260
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
88,260
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
88,260
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
103,150
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
103,150
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 88,260
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 83,933
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 103,150
a Applied to 2022, but not more than line 2a 83,933
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..... 19,217
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 .......... 		69,043
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

FREE LIBRARY OF PHILA FDN

7810 FRANKFORD AVE
PHILADELPHIA,PA19136 		N/A PC GENERAL 25,000

HEALTHY NETWORKS

PO BOX 431
PILGRIM GDN,PA19026 		N/A PC GENERAL 10,000

MERCY FOR ANIMALS

8033 SUNSET BLVD STE 864
LOS ANGELES,CA90046 		N/A PC GENERAL 20,000

INTERNATIONAL MEDICAL CORPS

12400 WILSHIRE BLVD STE 1500
LOS ANGELES,CA90025 		N/A PC GENERAL 20,000

WHYY INC

150 N 6TH STREET
PHILADELPHIA,PA19106 		N/A PC GENERAL 25,000
Total .................................right arrow 3a 100,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 375  
4 Dividends and interest from securities ....     14 36,934  
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 -9,968  
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 27,341 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
27,341
(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:
THE WREDE FOUNDATION
 
C/O N DOOLITTLE
EIN:
27-0501868
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 4,500 1,350   3,150

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE WREDE FOUNDATION
 
C/O N DOOLITTLE
EIN:
27-0501868
Name of Bond End of Year Book Value End of Year Fair Market Value
DOUBLELINE TOTAL RETURN BOND FD CL I 205,570 174,128
PIMCO FUND INSTITUITIONAL FUND 50,000 50,813
VANGUARD INFLATION PROCTED SEC ADM 80,010 74,833

TY 2023 InvestmentsCorpStockSchedule
Name:
THE WREDE FOUNDATION
 
C/O N DOOLITTLE
EIN:
27-0501868
Name of Stock End of Year Book Value End of Year Fair Market Value
3M CO 2,424 1,640
ABBOTT LABORATORIES 3,490 3,522
ABBVIE INC COM USD0.01 3,088 4,804
ACCENTURE 2,673 3,860
ADOBE SYSTEMS INCORPORATED COM 4,132 4,773
ADVANCED MICRO DEVICES INC 2,068 3,833
AFLAC INC COM 409 908
AGILENT TECHNOLOGIES INC COM USD0.01 400 556
AIR PRODUCTS AND CHEMICALS INC 1,211 1,095
AIRBNB INC 743 817
AKAMAI TECHNOLOGIES COM USD0.01 231 237
AKRE FOCUS FUND INSTL 80,000 104,417
ALBEMARLE CORP COM USD0.01 185 289
ALIGN TECHNOLOGY INC COM USD0.0001 301 274
ALLSTATE CORP COM USD0.01 566 840
ALPHABET INC CAP STK CL A 8,211 13,969
ALPHABET INC CAP STK CL C 7,209 12,120
AMAZON.COM INC 23,014 21,879
AMCOR PLC ORD 259 222
AMERICAN EXPRESS CO COM USD0.20 1,128 2,061
AMERICAN INTERNATIONAL GROUP 411 949
AMERICAN WATER WORKS COMPANY INC 282 264
AMERIPRISE FINANCIAL INC COM USD0.01 318 760
AMERISOURCEBERGEN CORPORATION COM 293 616
AMETEK INC COM 556 824
AMGEN INC 2,278 2,592
AMPHENOL CORP CLASS A COM USD0.001 1,134 1,487
ANALOG DEVICES INC COM USD0.16 2/3 940 1,588
ANSYS INC COM USD0.01 337 363
AON PLC SHS CL A COM 800 1,164
APPLE INC 29,455 45,437
APPLIED MATERIALS INC COM USD0.01 883 2,269
APTIV PLC COM 349 359
ARISTA NETWORKS INC COM USD0.0001 222 942
ARTHUR J. GALLAGHER & CO. 420 900
AT&T INC COM USD1 2,964 2,165
ATMOS ENERGY CORP COM NPV 498 580
AUTODESK INC 742 730
AUTOMATIC DATA PROCESSING INC COM 1,131 1,864
AXON ENTERPRISE INC 969 1,292
BAKER HUGHES COMPANY CL A 273 581
BALL CORP COM NPV 1,331 978
BANK AMERICA CORP COM 3,603 4,613
BANK OF NEW YORK MELLON CORP COM 601 833
BAXTER INTERNATIONAL INC COM USD1.00 258 116
BECTON DICKINSON &CO COM USD1.00 1,186 1,219
BIOGEN INC COM USD0.0005 844 776
BLACKROCK INC COM USD0.01 1,803 2,435
BLACKSTONE INC 1,034 1,309
BOOKING HOLDINGS INC COM 1,945 3,547
BOSTON SCIENTIFIC CORP 985 1,387
BRISTOL-MYERS SQUIBB CO COM 1,996 1,642
BROADCOM INC COM 2,662 7,814
BROWN-FORMAN CORP COM USD0.15 T CLASS B 2,306 1,999
CADENCE DESIGN SYSTEMS INC COM 333 817
CALVERT EMERGING MARKETS EQUITY 100,000 89,699
CAMPBELL SOUP CO CAP USD0.0375 209 173
CAPITAL ONE FINANCIAL CORP COM 569 1,049
CARDINAL HEALTH INC COM 202 403
CARRIER GLOBAL CORPORATION COM 357 632
CBRE GROUP INC COM USD0.01 CLASS A 319 559
CDW CORP COM USD0.01 231 455
CELANESE CORP DEL COM 312 466
CENTENE CORP 242 297
CENTERPOINT ENERGY INC COM 239 343
CH ROBINSON WORLDWIDE INC COM 400 346
CHARTER COMMUNICATIONS INC 1,231 777
CHEVRON CORP NEW COM 4,269 5,817
CHUBB LIMITED COM NPV 1,358 2,260
CHURCH &DWIGHT CO INC COM 1,908 1,891
CIGNA CORP NEW COM 725 1,198
CINCINNATI FINANCIAL CORP COM 241 310
CISCO SYSTEMS INC 2,827 3,385
CITIGROUP INC 1,725 1,698
CLOROX CO COM 716 570
CME GROUP INC COM 1,239 1,474
CMS ENERGY CORP COM 710 697
COGNIZANT TECHNOLOGY SOLUTIONS T CORP COM 609 680
COMCAST CORP 3,253 3,201
CONAGRA BRANDS INC 267 201
CONOCOPHILLIPS COM 3,831 4,295
CONSOLIDATED EDISON INC COM 1,064 1,365
CONSTELLATION BRANDS INC COM 2,334 2,659
CONSTELLATION ENERGY CORP 260 935
COPART INC COM 208 392
CORNING INC 425 396
COSTAR 525 524
CSX CORP COM USD1 1,387 1,872
CUMMINS INC 626 719
CVS HEALTH CORPORATION COM 1,454 1,816
DANAHER CORPORATION COM 1,861 2,313
DARDEN RESTAURANTS INC 270 493
DEERE & CO 1,485 2,399
DELTA AIR LINES INC 586 684
DENTSPLY SIRONA INC COM 227 178
DEXCOM INC 656 745
DISCOVER FINANCIAL SERVICES 217 450
DISNEY WALT CO COM 4,066 2,709
DOLLAR GEN CORP NEW COM 802 544
DOLLAR TREE INC 707 852
DOMINION ENERGY INC 1,716 1,034
DOVER CORP COM 791 923
DOW INC COM 852 987
DR HORTON INC COM 431 912
DTE ENERGY CO 893 992
DUPONT DE NEMOURS INC 659 692
EASTMAN CHEM CO COM 372 449
EATON CORPORATION PLC 1,303 2,408
EBAY INC. COM 782 611
ECOLAB INC 1,003 992
EDISON INTERNATIONAL 1,291 1,644
EDWARDS LIFESCIENCES CORP 759 686
ELECTRONIC ARTS INC 563 547
ELEVANCE HEALTH INC COM 1,109 1,886
ELI LILLY AND CO 1,915 7,578
EMERSON ELECTRIC CO 848 1,168
ENPHASE ENERGY INC COM 436 396
EOG RESOURCES INC 1,827 1,935
EPAM SYS INC COM 296 297
EQUIFAX INC COM 337 495
ESTEE LAUDER COMPANIES INC COM 1,874 1,170
EVEREST RE GROUP LTD 222 354
EVERSOURCE ENERGY 1,272 926
EXELON CORP COM NPV 1,281 1,651
EXPEDIA GROUP INC 371 304
EXPEDITORS INTERNATIONAL OF 267 382
FASTENAL COM STK 440 583
FEDEX CORP COM 666 759
FIDELITY NATL INFORMATION SERVICES 1,372 541
FIRST SOLAR INC 294 345
FISERV INC 1,167 1,461
FLEETCOR TECHNOLOGIES INC COM 255 283
FORD MTR CO DEL COM 395 695
FORTINET INC COM 209 468
FORTIVE CORP COM 667 736
FRANKLIN RESOURCES INC COM 213 298
GARMIN LTD COM 208 257
GE HEALTHCARE TECHNOLOGIES INC 289 309
GENERAC HLDGS INC COM 468 129
GENERAL MILLS INC COM 2,795 2,345
GENERAL MTRS CO COM 926 970
GENUINE PARTS CO COM 190 277
GILEAD SCIENCES INC COM 1,370 1,701
GLOBAL PAYMENTS INC 886 635
GOLDMAN SACHS GROUP INC COM 1,039 1,929
GRAINGER W W INC COM 366 829
HALLIBURTON CO COM 329 651
HARDING LOEVNER INTL EQUITY PORT INSTL 117,238 210,093
HARTFORD FINANCIAL SERVICES GRP INC 249 482
HCA HEALTHCARE INC 408 812
HENRY JACK &ASSOCIATES INC 167 163
HENRY SCHEIN INC COM 199 227
HERSHEY COMPANY COM 1,671 1,492
HESS CORPORATION 715 721
HEWLETT PACKARD ENTERPRISE CO COM 246 425
HILTON WORLDWIDE HLDGS INC 459 910
HOLOGIC INC 241 286
HOME DEPOT INC 4,867 5,891
HOWMET AEROSPACE INC COM 933 2,868
HP INC COM 338 512
HUMANA INC 408 458
HUNT J.B. TRANSPORT SERVICES INC COM 284 399
IDEX CORP COM 545 651
IDEXX LABORATORIES INC COM 384 555
ILLINOIS TOOL WORKS INC COM 1,003 1,310
ILLUMINA INC COM 921 418
INGERSOLL RAND INC 475 773
INTEL CORP COM 3,442 3,467
INTERCONTINENTAL EXCHANGE INC COM 1,442 1,670
INTERNATIONAL BUS MACH CORP COM 1,794 2,453
INTERNATIONAL FLAVORS &FRAGRANCES 249 162
INTUIT INC 1,384 2,500
INTUITIVE SURGICAL INC 1,454 2,024
IQVIA HLDGS INC 322 463
JACOBS SOLUTIONS INC COM 1,943 2,077
JOHNSON &JOHNSON COM 7,241 7,367
JOHNSON CONTROLS INTERNATIONAL PLC 617 865
JPMORGAN CHASE & CO 5,335 8,845
KELLANOVA COM 718 615
KENVUE INC 609 624
KEURIG DR PEPPER INC 3,126 2,932
KEYSIGHT TECHNOLOGIES INC 602 795
KIMBERLY-CLARK CORP 3,799 3,402
KINDER MORGAN INC 1,308 1,358
KLA CORP COM NEW 417 1,163
KRAFT HEINZ CO 1,240 1,405
KROGER CO COM 565 731
LABORATORY CORP AMER HLDGS COM 151 227
LAM RESEARCH CORP COM 702 1,537
LAS VEGAS SANDS CORP COM 365 344
LINDE PLC COM 2,535 4,107
LKQ CORP 228 335
LOWES COMPANIES INC COM 1,821 2,448
LULULEMON ATHLETICA INC 983 1,023
LYONDELLBASELL INDUSTRIES N V COM 477 666
M &T BANK CORP COM 371 411
MARATHON PETROLEUM CORP 371 1,484
MARRIOTT INTERNATIONAL 531 1,128
MARSH &MCLENNAN COMPANIES 1,400 2,084
MARTIN MARIETTA MATERIALS INC 207 499
MASCO CORP COM 234 268
MASTERCARD INCORPORATED 5,519 6,398
MCCORMICK &COMPANY INC 584 411
MCDONALD S CORP 3,291 4,448
MCKESSON CORP 462 1,389
MEDTRONIC PLC 2,646 2,060
MERCK &CO. INC COM 3,697 4,906
META PLATFORMS INC CLASS A COMMON STOCK 10,572 12,743
METLIFE INC COM 591 992
MICROCHIP TECHNOLOGY INC. 332 541
MICRON TECHNOLOGY INC 947 1,707
MICROSOFT CORP 27,528 45,125
MODERNA INC COM 1,294 398
MOLSON COORS BEVERAGE 808 1,041
MONSTER BEVERAGE CORP NEW COM 2,634 3,111
MOODYS CORP COM 589 781
MORGAN STANLEY COM 1,109 1,958
MOSAIC CO NEW COM 211 357
MOTOROLA SOLUTIONS INC 461 939
MSCI INC 374 566
NASDAQ INC COM 264 349
NETAPP INC 229 441
NETFLIX INC 3,329 3,408
NEWMONT CORP COM 1,287 745
NEXTERA ENERGY INC 2,887 2,490
NIKE INC CLASS B COM 2,358 2,280
NISOURCE INC COM 335 398
NORTHERN TRUST CORP COM 336 338
NUCOR CORP COM 138 522
NVIDIA CORPORATION COM 5,259 19,809
NXP SEMICONDUCTORS NV 862 919
OCCIDENTAL PETE CORP 527 537
OLD DOMINION FREIGHT LINE INC COM 200 405
OMNICOM GROUP INC COM 220 346
ON SEMICONDUCTOR CORP COM 284 501
ONEOK INC 258 281
ORACLE CORP 1,621 2,952
OREILLY AUTOMOTIVE INC COM 463 950
OTIS WORLDWIDE CORP 716 895
PACCAR INC COM 577 977
PACKAGING CORP OF AMERICA 205 326
PALO ALTO NETWORKS INC 1,015 1,180
PARKER-HANNIFIN CORP 1,263 2,764
PAYCHEX INC COM 767 953
PAYPAL HLDGS INC 3,476 1,044
PERKINELMER INC COM 234 219
PFIZER INC 3,314 2,649
PHILLIPS 66 COM 618 1,331
PIONEER NATURAL RESOURCES 846 900
PNC FINANCIAL SERVICES GROUP 674 929
PPG INDUSTRIES INC COM 366 449
PRICE T ROWE GROUPS COM 556 431
PRINCIPAL FINANCIAL GROUP INC 222 393
PROGRESSIVE CORP 1,199 1,911
PRUDENTIAL FINANCIAL INC 557 830
PUBLIC SVC ENTERPRISE GRP INC 758 856
QUALCOMM INC 2,295 2,748
QUANTA SERVICES COM 206 863
QUEST DIAGNOSTICS INC 222 276
RAYMOND JAMES FINL INC 293 558
REGENERON PHARMACEUTICALS INC 1,205 1,757
REPUBLIC SERVICES INC 743 1,319
RESMED INC 360 344
ROCKWELL AUTOMATION INC COM 467 621
ROPER TECHNOLOGIES INC 1,295 1,636
ROSS STORES INC 563 830
ROYAL CARIBBEAN GROUP COM 368 388
S&P GLOBAL INC COM 1,751 2,203
SALESFORCE INC COM 4,478 4,473
SCHLUMBERGER LIMITED COM 722 1,873
SCHWAB CHARLES CORP 1,165 1,789
SEMPRA COM 960 1,121
SERVICENOW INC COM 1,464 2,119
SHERWIN-WILLIAMS CO 676 936
SKYWORKS SOLUTIONS 431 337
SMITH A O CORP 247 412
SMUCKER J M CO COM 357 379
SNAP-ON INC 301 578
SOUTHWEST AIRLINES CO 524 404
STANLEY BLACK & DECKER INC 331 196
STARBUCKS CORP COM 1,472 1,632
STATE STREET CORP 421 465
STERIS PLC 158 220
STRYKER CORPORATION COM 991 1,497
SYNCHRONY FINANCIAL 232 344
SYNOPSYS INC 439 1,030
SYSCO CORP 1,310 1,389
TAKE-TWO INTERACTIVE SOFTWARE COM 414 483
TARGET CORP 1,634 1,567
TE CONNECTIVITY LTD 490 703
TELEDYNE TECHNOLOGIES 318 446
TESLA INC COM 12,065 10,933
TEXAS INSTRUMENTS INC COM 2,296 2,727
THERMO FISHER SCIENTIFIC INC 2,547 3,185
TJX COMPANIES INC 1,102 1,876
T-MOBILE US INC 1,163 1,603
TRACTOR SUPPLY CO 294 460
TRANE TECHNOLOGIES PLC COM 481 976
TRANSDIGM GROUP INC 1,528 3,035
TRAVELERS COMPANIES INC COM 695 1,143
TRUIST FINL CORP 831 775
UBER TECHNOLOGIES INC 2,165 2,155
ULTA BEAUTY INC 237 490
UNION PAC CORP 2,730 3,439
UNITED PARCEL SERVICE 2,355 2,201
UNITED RENTALS 695 1,147
UNITEDHEALTH GROUP 5,703 8,950
US BANCORP 781 909
VALERO ENERGY CORP 439 1,040
VERALTO CORP 217 247
VERISK ANALYTICS INC 375 478
VERIZON COMMUNICATIONS 3,439 2,224
VERTEX PHARMACEUTICALS 1,080 1,628
VISA 6,285 7,550
VULCAN MATERIALS 369 681
WABTEC COM 464 761
WALGREENS BOOTS ALLIANCE 706 522
WALMART INC 5,241 5,833
WARNER BROS DISCOVERY INC 691 307
WASTE MANAGEMENT 1,137 1,791
WATERS CORP 217 329
WELLS FARGO CO 1,578 3,101
WEST PHARMACEUTICAL SERVICES 272 352
WILLIAMS COS INC 1,113 1,498
WILLIS TOWERS WATSON PLC COM 411 482
XCEL ENERGY INC 1,142 1,176
XYLEM INC COM 578 686
YUM] BRANDS INC 487 653
ZEBRA TECHNOLOGIES CORPORATION CL A 280 273
ZIMMER BIOMET HOLDINGS INC COM 416 365
ZOETIS INC 800 987

TY 2023 InvestmentsOtherSchedule2
Name:
THE WREDE FOUNDATION
 
C/O N DOOLITTLE
EIN:
27-0501868
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ALEXANDRIA REAL ESTATE EQUITIES COM AT COST 618 507
AMERICAN TOWER CORP NEW COM AT COST 2,143 1,943
AVALONBAY COMMUNITIES INC COM AT COST 319 374
BOSTON PROPERTIES INC COM AT COST 265 211
CROWN CASTLE INC COM AT COST 1,113 806
DIGITAL REALTY TRUST INC AT COST 707 673
EQUINIX INC COM AT COST 1,575 1,611
EQUITY RESIDENTIAL SBI AT COST 399 428
ESSEX PROPERTY TRUST INC COM AT COST 221 248
EXTRA SPACE STORAGE INC AT COST 367 481
FIMM TREASURY PORTFOLIO: INSTL CL AT COST 0 29,520
HEALTHPEAK PROPERTIES INC COM AT COST 270 198
HOST HOTELS &RESORTS INC COM AT COST 281 448
IMPACT WORLD EQUITY FUND K-1 AT COST 313,687 313,687
MID-AMER APT CMNTYS INC COM AT COST 234 269
NUSHARES ETF TR NUVEEN ESG MIDCP AT COST 90,361 92,279
PROLOGIS INC. COM AT COST 1,611 2,133
PUBLIC STORAGE COM AT COST 640 915
REALTY INCOME CORP COM AT COST 241 230
SBA COMMUNICATIONS CORP AT COST 612 507
SIMON PROPERTY GROUP INC AT COST 279 571
VANGUARD REAL ESTATE ETF AT COST 50,586 59,378
VENTAS INC AT COST 256 299
VICI PPTYS INC COM AT COST 461 510
WELLTOWER INC COM AT COST 462 631

TY 2023 OtherExpensesSchedule
Name:
THE WREDE FOUNDATION
 
C/O N DOOLITTLE
EIN:
27-0501868
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER K-1 DEDUCTIONS 3,456 3,456   0


TY 2023 OtherIncreasesSchedule
Name:
THE WREDE FOUNDATION
 
C/O N DOOLITTLE
EIN:
27-0501868
Description Amount
PRIOR PERIOD ADJUSTMENT 28,850


TY 2023 OtherProfessionalFeesSchedule
Name:
THE WREDE FOUNDATION
 
C/O N DOOLITTLE
EIN:
27-0501868
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVEST MGMT FEES 10,382 10,382   0
OTHER EXPENSES 788 788   0


TY 2023 TaxesSchedule
Name:
THE WREDE FOUNDATION
 
C/O N DOOLITTLE
EIN:
27-0501868
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 146 146   0
4940 TAXES 247 247   0