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
Bevan Daddino Foundation Inc
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

74-3219861
B Telephone number (see instructions)

(800) 839-1754
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$5,545,106J 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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 483 483  
4 Dividends and interest from securities... 135,329 135,329  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 300,244
b Gross sales price for all assets on line 6a 2,304,285
7 Capital gain net income (from Part IV, line 2)... 323,063
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........ 436,056 458,875  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
40,188 40,188    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,392 435    
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
18,522 49   18,473
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 63,102 40,672   18,473
25 Contributions, gifts, grants paid....... 195,501 195,501
26 Total expenses and disbursements. Add lines 24 and 25 258,603 40,672   213,974
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 177,453
b Net investment income (if negative, enter -0-) 418,203
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......... 156,320 101,212 101,212
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 4,177,221 Click to see attachment
List of Attached Documents:
// Content
4,409,782 		5,443,894
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)..........      
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) 4,333,541 4,510,994 5,545,106
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 4,333,541 4,510,994
29 Total net assets or fund balances (see instructions)..... 4,333,541 4,510,994
30 Total liabilities and net assets/fund balances (see instructions). 4,333,541 4,510,994
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
4,333,541
2
Enter amount from Part I, line 27a .....................
2
177,453
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
4,510,994
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,510,994
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
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,304,285   1,981,222 323,063
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       323,063
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 323,063
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 5,813
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  
3 Add lines 1 and 2........................... 3 5,813
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,813
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 3,100
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,100
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 2,713
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 arrow   Refundedright arrow 11  
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 arrowDE
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 arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
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
Susan Bevan Dir, Pres
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Adam Bevan Daddino Dir, VP
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Claire Josephine Bevan Daddino Dir, VP
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Colin Bevan Daddino VP
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
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
 
Total number of other employees paid over $50,000...................right arrow  
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
 
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
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
4,964,159
b
Average of monthly cash balances.......................
1b
102,740
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,066,899
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
5,066,899
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
76,003
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,990,896
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
249,545
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
249,545
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
5,813
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,813
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
243,732
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
243,732
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
243,732
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
213,974
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
213,974
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 7 243,732
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 207,268
b Total for prior years:2021, 2020, 2019  
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 ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 213,974
a Applied to 2022, but not more than line 2a 207,268
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 6,706
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023.    
(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 .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		237,026
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) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
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.... 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.
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

ALPHA PHI FOUNDATION INC

PO BOX 7410667
CHICAGO,IL60674 		N/A PC Charitable Event 5,000

ALPHA PHI FOUNDATION INC

PO BOX 7410667
CHICAGO,IL60674 		N/A PC Leading With Heart Campaign 1,001

ALPHA PHI FOUNDATION INC

PO BOX 7410667
CHICAGO,IL60674 		N/A PC Charitable Event 1,000

ALPHA PHI FOUNDATION INC

PO BOX 7410667
CHICAGO,IL60674 		N/A PC Leading With Heart Campaign 20,000

AMERICAN FRIENDS OF MAGEN DAVID ADOM

20 W 36TH ST SUITE 1100
NEW YORK,NY10018 		N/A PC General & Unrestricted 1,000

BLAIR ACADEMY

2 PARK ST
BLAIRSTOWN,NJ07825 		N/A PC Charitable Event 5,000

Boys and Girls Club of Greenwich

4 HORSENECK LN
Greenwich,CT06830 		N/A PC General & Unrestricted 5,000

BREAST CANCER ALLIANCE INC

48 MAPLE AVE
GREENWICH,CT06830 		N/A PC Charitable Event 5,000

BRUCE MUSEUM INC

1 MUSEUM DR
GREENWICH,CT06830 		N/A PC Charitable Event 10,000

CAGV-EDUCATION FUND INC

PO BOX 123
RIDGEFIELD,CT06877 		N/A PC Charitable Event 1,000

CENTER FOR REPRODUCTIVE RIGHTS INC

199 WATER ST FL 22
NEW YORK,NY10038 		N/A PC General & Unrestricted 5,000

DEPAUL UNIVERSITY

1 E JACKSON BLVD
CHICAGO,IL60604 		N/A PC College of Law - Public Interest Law Summer Fellows Program 10,000

FRED HUTCHINSON CANCER CENTER

1100 FAIRVIEW AVE N MAIL STOP J5-20
SEATTLE,WA98109 		N/A PC Cancer Vaccine Institute - University of Washington 10,000

FRIENDS OF LAKEWOLD

PO BOX 39780
LAKEWOOD,WA98496 		N/A PC General & Unrestricted 500

GIRLS WITH IMPACT INC

15 E PUTNAM AVE 276
GREENWICH,CT06830 		N/A PC General & Unrestricted 5,000

GREENWICH COUNTRY DAY SCHOOL INC

OLD CHURCH RD BOX 623
GREENWICH,CT06836 		N/A PC Annual Fund 5,000

GREENWICH COUNTRY DAY SCHOOL INC

OLD CHURCH RD BOX 623
GREENWICH,CT06836 		N/A PC Center for Public Good 500

GREENWICH HOSPITAL

5 PERRYRIDGE RD
GREENWICH,CT06830 		N/A PC Adolescent Behavioral Health Outpatient Center 5,000

GREENWICH LIBRARY

101 W PUTNAM AVE
GREENWICH,CT06830 		N/A PC General & Unrestricted 1,000

HARVARD BUSINESS SCHOOL

PO BOX 412275
BOSTON,MA02241 		N/A PC General & Unrestricted 2,000

MAKE-A-WISH FOUNDATION OF CT INC

56 COMMERCE DR
TRUMBULL,CT06611 		N/A PC Charitable Event 1,000

MAKE-A-WISH FOUNDATION OF CT INC

56 COMMERCE DR
TRUMBULL,CT06611 		N/A PC General & Unrestricted 1,000

MAP EDUCATIONAL FUND

70 EAST 77TH ST 1C
NEW YORK,NY10075 		N/A PC General & Unrestricted 3,000

NATURE CONSERVANCY - CONNECTICUT CHAPTER

55 CHURCH ST FLOOR 3
NEW HAVEN,CT06510 		N/A PC General & Unrestricted 10,000

NATURE CONSERVANCY - CONNECTICUT CHAPTER

55 CHURCH ST FLOOR 3
NEW HAVEN,CT06510 		N/A PC Trustee Annual Gift 25,000

PRESIDENT-BOARD OF TRUSTEES SANTA CLARA COLLEGE -

500 EL CAMINO REAL
SANTA CLARA,CA95053 		N/A PC General & Unrestricted 1,000

PUTNAM-INDIAN FIELD SCHOOL INC

101 INDIAN FIELD RD
GREENWICH,CT06830 		N/A PC General & Unrestricted 2,000

SOUND WATERS INC

COVE ISLAND PARK 1281 COVE RD
STAMFORD,CT06902 		N/A PC General & Unrestricted 10,000

TRUSTEES OF COLUMBIA UNIVERSITY

33 WEST 60TH ST 7TH FLOOR
NEW YORK,NY10023 		N/A PC Columbia Business School 1,000

TRUSTEES OF COLUMBIA UNIVERSITY

33 WEST 60TH ST 7TH FLOOR
NEW YORK,NY10023 		N/A PC Columbia University Business School 500

TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW

435 W 116TH ST BOX A-2
NEW YORK,NY10027 		N/A PC Center for Gender and Sexuality Law - ERA Project 10,000

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

3451 WALNUT ST 433 FRANKLIN BLDG
PHILADELPHIA,PA19104 		N/A PC General & Unrestricted 1,000

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA The Pe

PO BOX 71332
PHILADELPHIA,PA19176 		N/A PC General & Unrestricted 1,000

UNITED WAY OF GREENWICH INC

2 DEARFIELD DR STE 300
GREENWICH,CT06831 		N/A PC Early Childhood Achievement Gap Solutions 10,000

UNIVERSITY OF SAN FRANCISCO

2130 FULTON ST
SAN FRANCISCO,CA94117 		N/A PC Split equally between the Eugene Muscat Endowed Sc 2,000

UNIVERSITY OF WASHINGTON

4333 BROOKLYN AVE NE BOX 359505
SEATTLE,WA98195 		N/A GOV Please credit as follows: $1000 as an Annual Gift 14,000

UNIVERSITY OF WASHINGTON - UW MEDICINE

BOX 358045
SEATTLE,WA98195 		N/A PC Airlift Northwest 5,000
Total .................................right arrow 3a 195,501
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 ........... 		    14 483  
4 Dividends and interest from securities ....     14 135,329  
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 ............ 		    18 300,244  
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) ..   436,056  
13Total. Add line 12, columns (b), (d), and (e)..................
13
436,056
(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

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

TY 2023 DepreciationSchedule
Name:
Bevan Daddino Foundation Inc
EIN:
74-3219861
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2023 InvestmentsCorpStockSchedule
Name:
Bevan Daddino Foundation Inc
EIN:
74-3219861
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS 14,491 16,621
ACCENTURE PLC 18,410 18,247
ADVANCED MICRO DEVICES INC 6,723 15,331
AGILENT TECHNOLOGIES INC 7,833 8,620
ALIGN TECHNOLOGY, INC 6,253 6,850
ALLEGION PLC 7,151 8,108
ALLSTATE CORP 25,239 30,096
ALNYLAM PHARMACEUTICALS, INC 4,824 4,785
ALPHABET INC CL A 67,867 93,732
ALPHABET INC CL C 40,430 52,849
AMAZON COM 101,269 135,833
AMER INTERNATIONAL GROUP INC 20,503 33,875
AMERICAN EXPRESS CO 11,276 13,114
AMETEK INC 5,342 7,585
AMGEN INC 11,612 13,825
AMPHENOL CORPORATION 4,756 10,409
ANALOG DEVICES INC 15,810 18,863
ANSYS INC 7,881 9,072
AON PLC CL A 5,200 5,238
APPLE INC 86,756 106,661
APPLIED MATERIALS INC 5,322 14,586
APPLOVIN CORP 2,729 2,750
AQR CORE EQUITY FUND CLASS L 570,500 607,729
ARCHER DANIELS MDLND 13,154 23,544
ARES MANAGEMENT CORPORATION 3,379 4,995
ARISTA NETWORKS 4,289 6,359
ARM HOLDING PLS SPON ADS 2,531 3,607
ASHLAND GLOBAL HOLDINGS 7,901 6,660
ASML HOLDING NV NY REG SHS 24,585 35,575
ATLASSIAN CORP CL A 14,414 20,218
AUTOZONE INC 7,654 18,099
AVANTOR HOLDINGS INC 12,402 11,483
BALL CP 10,125 8,455
BAXTER INTERNATIONAL INC 44,388 26,714
BERKSHIRE HATHAWAY INC. CLASS 22,475 39,589
BIOGEN INC 5,657 5,693
BIOMARIN PHARMACEUTICAL INC 5,125 5,110
BOEING CO 11,284 15,379
BOOKING HOLDINGS INC 6,082 10,642
BORG WARNER INC 4,141 3,477
BOSTON SCIENTIFIC 16,756 18,557
BP PLC SPONSORED ADR 12,341 10,797
BRISTOL-MYERS SQUIBB CO 28,485 20,678
BROADCOM INC 45,355 58,045
BUILDERS FIRST SOURCE INC 4,012 4,007
CANADIAN NATURAL RESOURCES LTD 3,953 12,973
CATERPILLAR INC 2,496 5,618
CENCORA INC 18,735 27,316
CENOVUS ENERGY INC 12,760 13,420
CENTENE CORP 13,676 13,655
CENTERPOINT ENERGY 3,868 5,457
CHARLES SCHWAB CORP 8,860 9,701
CHART INDUSTRIES, INC 4,183 4,090
CHENIERE ENERGY INC 5,846 7,511
CHESAPEAKE ENERGY CORPORATION 2,075 1,924
CHIPOTLE MEX GRILL 27,885 43,452
CHUBB LIMITED 7,957 11,300
CIGNA CORPORATION 26,013 40,426
CISCO SYSTEMS INC 17,705 27,281
CLOUDFLARE, INC. 2,729 2,664
COCA COLA EUROPEAN PARTNERS PL 6,073 9,077
COGNIZANT TECHNOLOGY SOLUTIONS 35,438 43,354
COMCAST CORP 26,114 31,747
CONAGRA FOODS INC 24,148 23,673
CONOCOPHILLIPS 16,862 44,571
COOPER COMPANIES INC 4,384 4,920
COSTAR GROUP, INC 8,892 10,836
COSTCO WHOLESALE CORPORATION 14,490 19,802
CRH PLC 1,330 1,591
CRH PLC - AMERICAN DEPOSITARY 8,844 14,593
CROWDSTRIKE HOLDINGS, INC 7,384 14,553
CUMMINS INC 5,002 5,271
CVS CAREMARK CORP 21,698 27,557
DATADOG INC 8,274 10,803
DEERE CO 2,730 6,398
DELL TECHNOLOGIES INC CLASS C 8,219 14,229
DEXCOM, INC 26,127 34,249
DIAMOND HILL SMALL MID CAP FD 282,495 329,922
DISCOVER FINL SVCS COM 23,239 26,751
DOCUSIGN INC 4,150 4,518
DOLLAR GENERAL CORP 32,251 22,432
DOLLAR TREE INC 17,199 28,694
DOMINOS PIZZA INC 7,473 8,657
DOVER CORP 35,807 35,992
DU PONT DE NEMOURS 27,216 32,926
DUKE ENERGY CO 27,217 26,589
DYNATRACE 7,561 8,204
EATON CORP PLC 3,862 11,559
ELI LILLY & CO 23,759 27,980
ENPHASE ENERGY ORD SHS 8,080 6,211
ENTEGRIS INC 2,973 3,235
EQUIFAX INC 7,450 8,902
EQUITY RESIDENTIAL PPTYS TR 27,077 26,238
ETSY INC 6,315 6,322
EXACT SCIENCES CORPORATION 4,463 4,439
EXPEDIA INC 8,646 9,715
FAIR ISSAC & CO INC 6,532 9,312
FIDELITY NATIONAL INFORMATION 49,861 28,113
FIRST ENERGY CORP 9,342 8,725
FLEETCOR TECHNOLGIES INC 11,836 13,848
FORTIVE CORPORATION 15,382 17,009
GALLAGHER ARTHUR J & CO 6,870 8,321
GEN DYNAMICS CP 14,030 18,696
GLOBAL PAYMENTS INC 14,294 15,113
GOLDMAN SACHS GROUP 9,267 12,730
HALLIBURTON COMPANY 7,361 7,953
HENRY JACK & ASSOC INC 2,929 3,268
HESS CORP 3,174 4,325
HILTON WORLDWIDE HOLDINGS, INC 16,450 20,394
HOLOGIC, INC 23,918 23,436
HONEYWELL INTL 31,198 32,715
HOWMET AEROSPACE ORD SHS 5,600 12,448
HUBSPOT INC 4,223 7,547
HUNTINGTON BANCSHARES INC 5,704 5,546
ICON PLC - AMERICAN DEPOSITARY 10,942 14,437
IDEXX CORP 17,612 22,202
INSULET CORPORATION 12,658 12,802
INTERCONTINENTAL EXCHANGE, INC 9,004 11,302
INTUITIVE SURGICAL 36,815 46,556
ISHARES S&P 500 INDEX FD 95,333 147,587
ITT INC 3,582 5,727
JACOBS SOLUTIONS INC 9,461 9,346
JOHNSON & JOHNSON 14,381 20,690
JP MORGAN CHASE 31,906 48,479
KARUNA THERAPEUTICS ORD SHS 2,469 3,798
KENVUE INC 10,493 10,722
KEURIG DR PEPPER INC 12,442 11,495
KKR & CO INC 28,435 32,394
KLAVIYO INC 1,852 1,778
L3HARRIS TECHNOLOGIES 4,607 5,266
LAM RESEARCH CORP 24,140 42,296
LATTICE SEMICONDUCTOR 2,676 2,622
LEIDOS HOLDINGS INC 8,771 10,283
LINDE PLC COM 18,703 27,518
LIVE NATION INC COM 4,226 5,054
LKQ CORPORATION 2,968 3,345
LOWES COMPANIES INC 29,199 30,267
LULULEMON ATHLETICA INC 18,901 27,098
MANHATTAN ASSOCIATES INC 5,350 5,383
MARATHON PETROLEUM CORP 5,703 16,023
MARTIN MARIETTA MATLS INC 4,757 8,481
MARVELL TECHNOLOGY, INC 5,437 7,961
MASCO CORP 7,861 10,114
MASTERCARD INC 34,611 43,931
MBLY 2,627 2,859
MCCORMICK & CO 8,566 7,047
MCDONALD'S CORP 21,861 24,017
MCKESSON CORP 6,897 12,037
MERCK & CO INC 15,540 26,601
META PLATFORMS INC 51,927 78,579
METTLER-TOLEDO INTL 9,488 8,491
MGM RESORTS INTERNATIONAL 9,188 9,427
MICROCHIP TECHNOLOGY INC 10,806 14,339
MICRON TECHNOLOGY 10,266 14,252
MICROSOFT CORP 136,442 212,462
MKS INSTRUMENTS, INC 2,470 2,366
MOHAWK INDS INC 5,477 5,072
MONDAY.COM LTD 2,636 2,629
MONGODB INC CL A 2,698 2,862
MOODYS CORP 12,923 21,090
MORGAN STANLEY 23,667 25,737
MOTOROLA SOLUTIONS INC 14,893 29,430
MSCI INC 33,375 37,333
NETFLIX INC 29,618 34,082
NEUROCRINE BIOSCIENCES, INC 3,951 5,534
NICE SYSTEMS LTD 4,174 4,988
NORTHROP GRUMMAN CORP 15,058 25,748
NVIDIA CORP 35,285 86,664
NXP SEMICONDUCTORS 1,423 3,216
O'REILLY AUTOMOTIVE INC 24,662 26,602
OLD DOMINION FREIGHT LINE 4,702 9,728
OLIN CP 3,333 3,345
OMNICOM GROUP 11,348 10,727
ORACLE CORP 27,785 44,070
OTIS WORLDWIDE CORP 3,645 4,652
PALANTIR TECHNOLOGIES INC 3,558 3,400
PARKER HANNIFIN CP 20,640 28,103
PAYCOM SOFTWARE 5,755 4,755
PEABODY ENERGY CORP 5,756 5,350
PHILIP MORRIS INTL 21,079 20,886
PHILLIPS 66 11,148 11,583
PPG INDUSTRIES INC 2,059 2,692
QUALCOMM INC 4,746 5,207
RAYTHEON TECHNOLOGIES CORP 31,289 35,339
ROCKWELL AUTOMATION INC 11,919 15,834
ROSS STORES, INC 10,591 14,116
RYMAN HOSPITALITY PROPERTIES 4,385 5,393
SAIA, INC 2,356 4,382
SALESFORCE.COM 34,797 43,418
SANOFI-AVENTIS SPONSORED ADR 19,210 19,892
SCHLUMBERGER LTD 23,398 30,495
SERVICE NOW 28,344 47,335
SNOWFLAKE INC 18,136 22,686
SS&C TECHNOLOGIES INC 4,832 4,644
STARBUCKS CORP COM 9,564 8,737
SYNOPSYS, INC 16,782 23,686
T-MOBILE US INC 13,485 16,674
TAKE-TWO INTERACTIVE SOFTWARE 3,657 4,185
TARGA RESOURCES CORP 1,796 2,693
TECK RESOURCES LIMITED 7,419 7,735
TELEDYNE TECH INC 25,629 28,116
TESLA MOTORS INC 25,586 26,090
THE TRADE DESK INC 8,601 10,650
THERMO FISHER SCIENTIFIC INC 20,411 20,701
TJX COMPANIES INC 21,349 28,518
TRADEWEB MARKETS INC 2,893 3,544
TRANE TECHNOLOGIES PLC 6,756 10,000
TRUIST FINANCIAL CORPORATION 28,849 25,438
UBER 13,139 18,225
ULTA SALON, COSMETICS & FRAGRA 10,036 14,210
UNION PACIFIC 23,740 24,071
UNITED RENTALS INC 8,182 18,923
UNITEDHEALTH GROUP INC 46,057 51,594
US BANCORP 34,681 30,599
US FOODS HOLDING CORPORATION 10,415 12,896
VERIZON COMMUNICATIONS 33,197 24,882
VERTEX PHARMCTLS INC 22,303 28,075
VISA INC 23,802 29,940
WAL-MART STORES INC 16,481 18,445
WALT DISNEY HOLDINGS CO 27,273 23,385
WARNER BROS. DISCOVERY, INC 7,944 7,113
WELLS FARGO & CO 18,624 20,180
WESCO INTL INC 8,888 10,781
WEST PHARMA SVCS INC 4,484 6,338
WESTINGHOUSE AIR BRAKE TECHNOL 6,756 10,279
WHIRLPOOL CORP 3,502 3,166
WILLSCOT MOBILE MINI CL A 5,387 5,696
WOODWARD INC 2,823 3,676
WORKDAY INC 35,521 47,482
XYLEM INC 7,081 8,348
YUM BRANDS INC 9,896 9,930
ZIMMER BIOMET HOLDINGS 8,398 8,762
ZSCALER INC 7,705 8,419

TY 2023 OtherExpensesSchedule
Name:
Bevan Daddino Foundation Inc
EIN:
74-3219861
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 18,448     18,448
Bank Charges 49 49    
State or Local Filing Fees 25     25


TY 2023 OtherProfessionalFeesSchedule
Name:
Bevan Daddino Foundation Inc
EIN:
74-3219861
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 40,188 40,188    


TY 2023 TaxesSchedule
Name:
Bevan Daddino Foundation Inc
EIN:
74-3219861
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2023 3,100      
990-PF Excise Tax for 2022 857      
Foreign Tax Paid 435 435