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
MEAD FAMILY FOUNDATION
C/O INTENTIONAL PHILANTHROPY LLC
Number and street (or P.O. box number if mail is not delivered to street address)4801 HAMPDEN LANE 106
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BETHESDA, MD20814
A Employer identification number

52-1646030
B Telephone number (see instructions)

(301) 761-4433
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$22,824,604J 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 2,163 2,163  
4 Dividends and interest from securities... 767,368 767,368  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,531,919
b Gross sales price for all assets on line 6a 15,535,848
7 Capital gain net income (from Part IV, line 2)... 1,531,919
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)....... Click to see attachment
List of Attached Documents:
// Content
26,871 3,581  
12 Total. Add lines 1 through 11........ 2,328,321 2,305,031  
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)......... Click to see attachment
List of Attached Documents:
// Content
1,045 0   1,045
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,250 0   7,250
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
246,072 72,792   173,280
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
35,000 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 31,234 0   31,234
22 Printing and publications.......... 898 0   898
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
15,142 0   15,142
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 336,641 72,792   228,849
25 Contributions, gifts, grants paid....... 2,526,000 2,526,000
26 Total expenses and disbursements. Add lines 24 and 25 2,862,641 72,792   2,754,849
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -534,320
b Net investment income (if negative, enter -0-) 2,232,239
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............. 36,815 29,256 29,256
2 Savings and temporary cash investments......... 518,974 10,546,137 10,546,137
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) 2,239,357 Click to see attachment
List of Attached Documents:
// Content
1,170,363 		1,102,335
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule)....... 2,596,125 Click to see attachment
List of Attached Documents:
// Content
1,342,033 		1,300,827
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).......... 15,664,928 Click to see attachment
List of Attached Documents:
// Content
7,434,090 		9,846,049
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) 21,056,199 20,521,879 22,824,604
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........... 21,056,199 20,521,879
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    
29 Total net assets or fund balances (see instructions)..... 21,056,199 20,521,879
30 Total liabilities and net assets/fund balances (see instructions). 21,056,199 20,521,879
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
21,056,199
2
Enter amount from Part I, line 27a .....................
2
-534,320
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
20,521,879
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
20,521,879
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 P    
b CAPITAL GAINS DIVIDENDS P    
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 15,530,119   14,003,929 1,526,190
b 5,729     5,729
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       1,526,190
b       5,729
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 1,531,919
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 31,028
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 31,028
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 31,028
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 33,122
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 33,122
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,094
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow2,094 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 changesClick to see attachment
List of Attached Documents:
// Content
....
3
Yes
 
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 arrowMD
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.MEADFAMILYFDN.ORG
14
The books are in care ofright arrowINTENTIONAL PHILANTHROPY LLC Telephone no.right arrow (301) 761-4433

Located atright arrow4801 HAMPDEN LANE UNIT 106BETHESDAMD ZIP+4right arrow20814
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
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
ELIZABETH MEAD PRESIDENT
2.00 		0 0 0
4801 HAMPDEN LANE UNIT 106
BETHESDA,MD20814
WILLIAM TUEGEL VICE-PRESIDENT
2.00 		0 0 0
4801 HAMPDEN LANE UNIT 106
BETHESDA,MD20814
STEPHEN MEAD TREASURER
1.00 		0 0 0
4801 HAMPDEN LANE UNIT 106
BETHESDA,MD20814
DIANA MEAD SECRETARY
2.00 		0 0 0
4801 HAMPDEN LANE UNIT 106
BETHESDA,MD20814
RITA BERG DIRECTOR
1.00 		0 0 0
4801 HAMPDEN LANE UNIT 106
BETHESDA,MD20814
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
INTENTIONAL PHILANTHROPY LLC FOUNDATION MGMT 173,280
4801 HAMPDEN LANE UNIT 106
BETHESDA,MD20814
WEALTHSPIRE ADVISORS ADVISORY FEES 72,792
12435 PARK POTOMAC AVENUE SUITE 500
POTOMAC,MD20854
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
18,817,168
b
Average of monthly cash balances.......................
1b
4,661,297
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
23,478,465
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
23,478,465
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
352,177
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
23,126,288
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,156,314
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
1,156,314
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
31,028
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
31,028
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,125,286
4
Recoveries of amounts treated as qualifying distributions................
4
23,290
5
Add lines 3 and 4............................
5
1,148,576
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
1,148,576
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
2,754,849
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
2,754,849
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 1,148,576
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 54,401
b From 2019...... 38,267
c From 2020...... 397,912
d From 2021...... 227,310
e From 2022...... 315,832
f Total of lines 3a through e ........ 1,033,722
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 2,754,849
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 1,148,576
e Remaining amount distributed out of corpus 1,606,273
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 2,639,995
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		54,401
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		2,585,594
10 Analysis of line 9:
a Excess from 2019.... 38,267
b Excess from 2020.... 397,912
c Excess from 2021.... 227,310
d Excess from 2022.... 315,832
e Excess from 2023.... 1,606,273
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
MEAD FAMILY FOUNDATION
4801 HAMPDEN LANE UNIT 106
BETHESDA,MD20814
(301) 761-4433
bThe form in which applications should be submitted and information and materials they should include:
PLEASE CONTACT THE ORGANIZATION AT ABOVE ADDRESS FOR "GUIDELINES FOR PROPOSALS" FOR MORE INFORMATION
cAny submission deadlines:
PROPOSALS BY MARCH 15TH
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
PLEASE CONTACT THE ORGANIZATION AT ABOVE ADDRESS FOR "GUIDELINES FOR PROPOSALS" FOR MORE INFORMATION
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

ALICE AYCOCK POE CENTER FOR HEALTH EDUCATION

224 SUNNYBROOK ROAD
RALEIGH,NC27610 		N/A PC BOARD DISCRETIONARY GRANT 10,000

ALICE AYCOCK POE CENTER FOR HEALTH EDUCATION

224 SUNNYBROOK ROAD
RALEIGH,NC27610 		N/A PC FAMILY LIFE THEATER UPGRADES 2023 100,000

ALICE AYCOCK POE CENTER FOR HEALTH EDUCATION

224 SUNNYBROOK ROAD
RALEIGH,NC27610 		N/A PC GENERAL OPERATING SUPPORT 2023 30,000

ASSOCIATION OF ARTISTS AND CRAFTSMEN OF PORTER COUNTY

115 S 4TH STREET
CHESTERTON,IN46304 		N/A PC BOARD DISCRETIONARY GRANT 15,000

BOYS & GIRLS CLUBS OF CENTRAL FLORIDA

101 E COLONIAL DRIVE
ORLANDO,FL32801 		N/A PC LEVY-HUGHES BOYS & GIRLS CLUB OPERATING SUPPORT INVESTING IN YOUTH 30,000

BOYS & GIRLS CLUBS OF CENTRAL FLORIDA

101 E COLONIAL DRIVE
ORLANDO,FL32801 		N/A PC MENTAL HEALTH MYTH BUSTERS & TRAUMA INFORMED INITIATIVE 40,000

CARING HOUSE INC

2625 PICKETT ROAD
DURHAM,NC27705 		N/A PC CARING HOUSE NUTRITION PROGRAM 2024 20,000

CASA

P O BOX 12545
RALEIGH,NC27605 		N/A PC GENERAL OPERATING FOR OAK HOLLOW FACILITY 10,000

CHILDREN'S INN AT NIH

7 WEST DRIVE
BETHESDA,MD20814 		N/A PC HAPPILY HUNGRY COOKING CLASSES 2023 25,000

COLLEGIATE DIRECTIONS INC

4827 RUGBY AVENUE SUITE 001
BETHESDA,MD20814 		N/A PC GENERAL OPERATING SUPPORT 2023 30,000

COLLEGIATE DIRECTIONS INC

4827 RUGBY AVENU SUITE 001
BETHESDA,MD20814 		N/A PC WELLNESS FOR CDI'S COMMUNITY 2023 35,000

COMMON SENSE EDUCATION

650 TOWNSEND ST
SAN FRANCISCO,CA94103 		N/A PC DIGITAL WELL-BEING FOR THE 21ST CENTURY IN MONTGOMERY COUNTY PUBLIC SCHOOLS 25,000

CORRAL RIDING ACADEMY INC

3620 KILDAIRE FARM ROAD
CARY,NC27518 		N/A PC JOIN THE HERD 70,000

DOCTORS WITHOUT BORDERS USA INC

40 RECTOR STREET 16TH FLOOR
NEW YORK,NY10006 		N/A PC BOARD DISCRETIONARY GRANT 5,000

DRESS FOR SUCCESS TRIANGLE NC

1812 TILLERY PLACE SUITE 105
RALEIGH,NC27604 		N/A PC BOARD DISCRETIONARY GRANT 5,000

DRESS FOR SUCCESS TRIANGLE NC

1812 TILLERY PLACE SUITE 105
RALEIGH,NC27604 		N/A PC GENERAL OPERATING SUPPORT 2023 40,000

DURHAM CHILDREN'S INITIATIVE

2101 ANGIER AVE SUITE 200
DURHAM,NC27703 		N/A PC GENERAL OPERATING SUPPORT 2023 40,000

EL FUTURO

2020 CHAPEL HILL RD SUITE 23
DURHAM,NC27707 		N/A PC TRANSFORMATIVE MENTAL HEALTH SERVICES FOR LATINO CHILDREN AND ADOLESCENTS 25,000

EL SISTEMA USA

PO BOX 945
DURHAM,NC27702 		N/A PC BOARD DISCRETIONARY GRANT 5,000

EVERYMIND

1000 TWINBROOK PARKWAY
ROCKVILLE,MD20851 		N/A PC EVERYMIND YOUTH TOWN HALL SERIES 35,000

EVERYMIND

1000 TWINBROOK PARKWAY
ROCKVILLE,MD20851 		N/A PC GENERAL OPERATIONS SUPPORT 2023 20,000

FAMILY SERVICES INC

610 E DIAMOND AVE SUITE 100
GAITHERSBURG,MD20877 		N/A PC THRIVING GERMANTOWN 25,000

FOOD FOR THE HUNGRY INC

1224 E WASHINGTON ST
PHOENIX,AZ85034 		N/A PC BOARD DISCRETIONARY GRANT 5,000

GENERATION HOPE

415 MICHIGAN AVENUE NE SUITE 430
WASHINGTON,DC20017 		N/A PC GENERATION HOPES MENTAL HEALTH PROGRAMMING FOR YOUNG FAMILIES 40,000

IDENTITY

15800 CRABBS BRANCH WAY 300
ROCKVILLE,MD20855 		N/A PC BOARD DISCRETIONARY GRANT 5,000

IDENTITY

15800 CRABBS BRANCH WAY 300
ROCKVILLE,MD20855 		N/A PC GENERAL OPERATING SUPPORT FY24 (JULY 1, 2023-JUNE 30, 2024) 25,000

IDENTITY

15800 CRABBS BRANCH WAY 300
ROCKVILLE,MD20855 		N/A PC IDENTITYS TRANSFORMATIONAL CAMPAIGN 700,000

IDENTITY

15800 CRABBS BRANCH WAY 300
ROCKVILLE,MD20855 		N/A PC YOUTH ENCUENTROS: A PEER-LED MODEL OF EMOTIONAL SUPPORT 50,000

INTER-FAITH FOOD SHUTTLE

1001 BLAIR DRIVE
RALEIGH,NC27603 		N/A PC GENERAL OPERATING SUPPORT 2023 40,000

JOEL FUND

822 S WHITE STREET SUITE 106
WAKE FOREST,NC27587 		N/A PC BOARD DISCRETIONARY GRANT 10,000

KABOOM

7200 WISCONSIN AVENUE SUITE 400
BETHESDA,MD20814 		N/A PC KABOOM! GENERAL OPERATING SUPPORT 2023 20,000

KID MUSEUM

6400 DEMOCRACY BLVD
BETHESDA,MD20817 		N/A PC BOARD DISCRETIONARY GRANT 5,000

KID MUSEUM

6400 DEMOCRACY BLVD
BETHESDA,MD20817 		N/A PC GENERAL OPERATING SUPPORT 25,000

KID MUSEUM

6400 DEMOCRACY BLVD
BETHESDA,MD20817 		N/A PC HONORARY SPEAKER GRANT 1,000

KIDZNOTES

PO BOX 200
DURHAM,NC27702 		N/A PC GENERAL OPERATING SUPPORT SY 2023-24: A CHALLENGE MATCH 30,000

KIDZNOTES

PO BOX 200
DURHAM,NC27702 		N/A PC BOARD DISCRETIONARY GRANT 5,000

LUTHERAN SOCIAL SERVICES OF THE NATIONAL CAPITAL AREA

1730 RHODE ISLAND AVE NW SUITE 712
WASHINGTON,DC20036 		N/A PC URGENT GRANT UKRAINE RELIEF FUND 10,000

MANNA FOOD CENTER

9311 GAITHER ROAD
GAITHERSBURG,MD20877 		N/A PC GENERAL OPERATING SUPPORT 2023 25,000

MERCY SHIPS

PO BOX 2020
GARDEN VALLEY,TX75771 		N/A PC BOARD DISCRETIONARY GRANT 5,000

MONTGOMERY COUNTY FOOD COUNCIL

4825 CORDELL AVENUE SUITE 204
BETHESDA,MD20814 		N/A PC GENERAL OPERATING SUPPORT 2023 30,000

NATIONAL FAMILY RESILIENCY CENTER INC

10630 LITTLE PATUXENT PARKWAY SUITE
214
COLUMBIA,MD21044 		N/A PC BUILDING RESILIENCY FOR CHILDREN, TEENS, AND FAMILIES: AN INTERDISCIPLINARY EFFORT 40,000

NATIONAL FAMILY RESILIENCY CENTER INC

10630 LITTLE PATUXENT PARKWAY SUITE
214
COLUMBIA,MD21044 		N/A PC GENERAL OPERATING SUPPORT 2023 40,000

NORTH CAROLINA ARTS IN ACTION

PO BOX 51277
DURHAM,NC27717 		N/A PC ENGAGING MORE CHILDREN THROUGH DANCE AND LIVE MUSIC 200,000

NORTH CAROLINA ARTS IN ACTION

PO BOX 51277
DURHAM,NC27717 		N/A PC GENERAL OPERATING SUPPORT 2023 30,000

PARENT ENCOURAGEMENT PROGRAM INC

10100 CONNECTICUT AVE
KENSINGTON,MD20895 		N/A PC EXPANDING PEP'S INTERNAL CAPACITY AND LEADERSHIP TO SUPPORT MORE FAMILIES AND CHILDREN 100,000

PARENT ENCOURAGEMENT PROGRAM INC

10100 CONNECTICUT AVE
KENSINGTON,MD20895 		N/A PC GENERAL OPERATING SUPPORT 2023 35,000

PARENT ENCOURAGEMENT PROGRAM INC

10100 CONNECTICUT AVE
KENSINGTON,MD20895 		N/A PC BOARD DISCRETIONARY GRANT 5,000

PET ALLIANCE OF GREATER ORLANDO

PO BOX 617439
ORLANDO,FL32861 		N/A PC BOARD DISCRETIONARY GRANT 10,000

RED WIGGLER COMMUNITY FARM

PO BOX 968
CLARKSBURG,MD20871 		N/A PC GENERAL OPERATING SUPPORT 2023 25,000

RONALD MCDONALD HOUSE CHARITIES OF THE TRIANGLE

506 ALEXANDER AVENUE
DURHAM,NC27705 		N/A PC GRAB AND GO PROGRAM, HEALTHY MEALS, AND GENERAL OPERATING SUPPORT 30,000

STEPUP MINISTRY

1701 OBERLIN ROAD
RALEIGH,NC27608 		N/A PC BOARD DISCRETIONARY GRANT 5,000

STEPUP MINISTRY

1701 OBERLIN ROAD
RALEIGH,NC27608 		N/A PC GENERAL OPERATING SUPPORT 2023 40,000

THE 4R FOUNDATION INC

1918 W PRINCETON ST
ORLANDO,FL32804 		N/A PC FEED THE NEED FLORIDA 30,000

THE 4R FOUNDATION INC

1918 W PRINCETON ST
ORLANDO,FL32804 		N/A PC THE 4ROOTS FARM CAMPUS PROJECT 50,000

THE 4R FOUNDATION INC

1918 W PRINCETON ST
ORLANDO,FL32804 		N/A PC BOARD DISCRETIONARY GRANT 5,000

THE ABLEGAMERS FOUNDATION INC

PO BOX 508
CHARLES TOWN,WV25414 		N/A PC BOARD DISCRETIONARY GRANT 5,000

THE COMMUNITY EMPOWERMENT FUND

208 N COLUMBIA STREET SUITE 100
CHAPEL HILL,NC27514 		N/A PC BOARD DISCRETIONARY GRANT 5,000

THE UPCOUNTY HUB INC

12900 MIDDLEBROOK ROAD
GERMANTOWN,MD20874 		N/A PC BOARD DISCRETIONARY GRANT 5,000

THE WOMEN'S CENTER INC

PO BOX 1057
CHAPEL HILL,NC27514 		N/A PC CORE SUPPORT 2023 30,000

TROSA

1820 JAMES STREET
DURHAM,NC27707 		N/A PC 2023 PLANNING GRANT 10,000

TROSA

1820 JAMES STREET
DURHAM,NC27707 		N/A PC REBUILDING LIVES: RESIDENTIAL SUBSTANCE ABUSE RECOVERY SERVICES 2023 40,000

UNITED STATES SERVICE ORGANIZATION INC

600 AIRPORT BLVD SUITE 200
MORRISVILLE,NC27560 		N/A PC BOARD DISCRETIONARY GRANT 15,000

UNITED STATES SERVICE ORGANIZATION INC

600 AIRPORT BLVD SUITE 200
MORRISVILLE,NC27560 		N/A PC USO INCIRLIK FOR TROOPS PROVIDING TURKEY EARTHQUAKE SUPPORT 10,000

UNITED STATES SERVICE ORGANIZATION INC

600 AIRPORT BLVD SUITE 200
MORRISVILLE,NC27560 		N/A PC USO NORTH CAROLINA TRANSITIONS PROGRAM 35,000

URBAN ALLIANCE FOUNDATION INC

2030 Q ST NW
WASHINGTON,DC20009 		N/A PC URBAN ALLIANCE GENERAL OPERATING SUPPORT FOR GREATER WASHINGTON, DC REGION 2023 30,000

WARRIOR CANINE CONNECTION

14934 SCHAEFFER ROAD
BOYDS,MD20841 		N/A PC SERVICE DOG PROGRAM OPERATING SUPPORT 2023 25,000
Total .................................right arrow 3a 2,526,000
bApproved for future payment

COLLEGIATE DIRECTIONS INC
4827 RUGBY AVENUE SUITE 001
BETHESDA,MD20814 		N/A PC GENERAL OPERATING SUPPORT 30,000

NORTH CAROLINA ARTS IN ACTION
PO BOX 51277
DURHAM,NC27717 		N/A PC ENGAGING MORE CHILDREN THROUGH DANCE AND LIVE MUSIC 200,000

THE 4R FOUNDATION INC
1918 W PRINCETON ST
ORLANDO,FL32804 		N/A PC THE 4ROOTS FARM CAMPUS PROJECT 50,000
Total ................................. right arrow 3b 280,000
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 2,163  
4 Dividends and interest from securities ....     14 767,368  
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 .....     01 3,581  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,531,919  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aMISCELLANEOUS INCOME 		    01 23,290  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 2,328,321 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,328,321
(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:
MEAD FAMILY FOUNDATION
 
C/O INTENTIONAL PHILANTHROPY LLC
EIN:
52-1646030
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEES 7,250 0   7,250

TY 2023 InvestmentsCorpBondsSchedule
Name:
MEAD FAMILY FOUNDATION
 
C/O INTENTIONAL PHILANTHROPY LLC
EIN:
52-1646030
Name of Bond End of Year Book Value End of Year Fair Market Value
AECOM 5.125% DUE 3/15/27 19,000.000 QTY 19,077 18,810
AIRCASTLE LTD 4.250% DUE 6/15/26 19,000.000 QTY 18,157 18,319
AMERICAN EXPRESS 3.550% DUE 9/15/26 20,000.000 QTY 18,701 17,050
AMERICAN HONDA FINANCE 1.200% DUE 7/8/25 20,000.000 QTY 20,075 18,968
AMERICAN TOWER CORP 1.450% DUE 9/15/26 5,000.000 QTY 4,436 4,560
AMERICAN TOWER CORP 2.750% DUE 1/15/27 18,000.000 QTY 16,507 16,883
ARCONIC INC 5.900% DUE 2/1/27 5,000.000 QTY 4,882 5,125
ASTRAZENECA FINL 4.875% DUE 3/3/28 15,000.000 QTY 14,931 15,293
AT&T INC 5.400% DUE 2/15/34 12,000.000 QTY 11,997 12,373
AVALONBAY CMNTYS 2.950% DUE 5/11/26 15,000.000 QTY 14,436 14,383
BALL CORP 2.875% DUE 8/15/30 27,000.000 QTY 22,028 23,085
BANK OF AMERICA VAR DUE 3/15/50 22,000.000 QTY 22,193 19,363
BANK OF AMERICA VAR DUE 7/23/31 25,000.000 QTY 25,221 20,413
BANK OF NOVA SCOTIA 3.450% DUE 4/11/25 20,000.000 QTY 20,005 19,583
BHP BILLITON 4.750% DUE 2/28/28 10,000.000 QTY 9,667 10,094
BNY MELLON INVEST 3.750% DUE 12/20/26 20,000.000 QTY 16,453 17,300
BNY MELLON INVEST 4.700% DUE 9/20/25 1,000.000 QTY 984 975
CAMPBELL SOUP CO 2.375% DUE 4/24/30 21,000.000 QTY 17,456 18,239
CELANESE US HLDGS 6.550% DUE 11/15/30 16,000.000 QTY 15,905 16,950
CHARTER CMNTYS 4.908% DUE 7/23/25 17,000.000 QTY 17,085 16,836
CHENIERE ENERGY 4.500% DUE 10/1/29 20,000.000 QTY 18,435 19,125
CITIGROUP INC VAR DUE 5/24/33 20,000.000 QTY 19,089 19,530
CLEVELAND-CLIFF 5.875% DUE 6/1/27 14,000.000 QTY 13,528 13,913
COMCAST CORP 3.300% DUE 2/1/27 15,000.000 QTY 15,932 14,471
COMCAST CORP 3.400% DUE 4/1/30 10,000.000 QTY 10,306 9,360
COMMONSPIRIT HE 3.347% DUE 10/1/29 19,000.000 QTY 17,960 17,366
CROWDSTRIKE HLDGS 3.000% DUE 2/15/29 20,000.000 QTY 17,281 18,025
CROWN CASTLE INC 4.300% DUE 2/15/29 17,000.000 QTY 17,082 16,303
DELL INTL 5.300% DUE 10/1/29 17,000.000 QTY 18,322 17,439
DIAMONDBACK ENERGY 6.250% DUE 3/15/33 17,000.000 QTY 17,781 18,166
DTE ELECTRIC CO 2.250% DUE 3/1/30 15,000.000 QTY 12,853 13,114
DUKE ENERGY CORP 3.950% DUE 11/15/28 15,000.000 QTY 16,847 14,771
ENERGY TRANSFER 6.550% DUE 12/1/33 17,000.000 QTY 18,092 18,447
EQUINOR ASA 3.125% DUE 4/6/30 15,000.000 QTY 15,920 14,119
FISERV INC 4.200% DUE 10/1/28 17,000.000 QTY 17,389 16,629
FREEPORT-MCMORAN 4.250% DUE 3/1/30 31,000.000 QTY 31,471 29,373
FREEPORT-MCMORAN 4.625% DUE 8/1/30 7,000.000 QTY 6,215 6,764
GENERAL MOTORS FI 5.800% DUE 6/23/28 18,000.000 QTY 17,648 18,405
GOLDMAN SACHS INT 3.500% DUE 3/1/25 17,000.000 QTY 16,163 16,578
GOLDMAN SACHS INT VAR DUE 4/23/29 20,000.000 QTY 18,858 19,004
HCA HEALTHCARE INC 3.500% DUE 9/1/30 20,000.000 QTY 17,662 18,125
HOME DEPOT INC 2.950% DUE 6/15/29 15,000.000 QTY 15,613 14,097
HOWMET AEROSPACE 6.875% DUE 5/1/25 12,000.000 QTY 12,680 12,150
INTEL CORP 2.450% DUE 11/15/29 15,000.000 QTY 15,686 13,504
JOHN DEER CAPITAL 4.950% DUE 7/14/28 20,000.000 QTY 19,544 20,508
JPMORGAN CHASE & CO VAR DUE 4/22/32 28,000.000 QTY 28,098 23,680
JPMORGAN CHASE & CO VAR DUE 4/22/42 22,000.000 QTY 19,224 16,960
JPMORGAN CHASE & CO VAR DUE 5/6/30 10,000.000 QTY 10,262 9,357
KRAFT HEINZ 3.750% DUE 4/1/30 20,000.000 QTY 19,616 19,098
MCDONALDS CORP 4.800% DUE 8/14/28 18,000.000 QTY 17,570 18,299
MEDTRONIC GLOBAL 4.250% DUE 3/30/28 25,000.000 QTY 24,745 24,798
MICROSOFT CORP 2.525% DUE 6/1/50 25,000.000 QTY 23,835 17,069
MORGAN STANLEY VAR DUE 1/23/30 19,000.000 QTY 18,354 18,526
MORGAN STANLEY VAR DUE 10/18/33 15,000.000 QTY 15,848 16,111
NAVIENT CORP 5.000% DUE 3/15/27 18,000.000 QTY 16,386 17,370
NETFLIX INC 5.875% DUE 11/15/28 16,000.000 QTY 16,216 16,900
NRG ENERGY INC 5.750% DUE 1/15/28 17,000.000 QTY 16,269 16,809
OCCIDENTAL PETR 7.875% DUE 9/15/31 15,000.000 QTY 17,095 17,081
OLIN CORP 5.625% DUE 8/1/29 19,000.000 QTY 18,386 18,691
ORACLE CORP 2.800% DUE 4/1/27 20,000.000 QTY 18,368 18,852
PEPSICO INC 5.125% DUE 11/10/26 10,000.000 QTY 9,997 10,204
PFIZER INVT 4.450% DUE 5/19/26 9,000.000 QTY 8,989 8,967
PNC FINL SVCS GROUP 3.500% DUE 1/23/24 20,000.000 QTY 20,117 19,979
PROLOGIS INC 1.250% DUE 10/15/30 15,000.000 QTY 14,198 12,133
SIMON PPTY GRP 3.500% DUE 9/1/25 15,000.000 QTY 15,670 14,651
SONOCO PRODUCTS 2.850% DUE 2/1/32 20,000.000 QTY 18,369 17,055
TEVA PHARMACEUTICALS 3.150% DUE 10/1/26 18,000.000 QTY 15,994 16,650
THE BOEING CO 5.150% DUE 5/1/30 19,000.000 QTY 20,176 19,328
TORONTO DOMINION 0.750% DUE 1/6/26 25,000.000 QTY 24,732 23,080
TOYOTA MOTOR CORP 4.625% DUE 1/12/28 10,000.000 QTY 9,689 10,113
TRUIST FINL CORP DUE 3/2/27 20,000.000 QTY 19,481 18,305
UNITED RENTALS 3.875% DUE 2/15/31 23,000.000 QTY 20,393 20,844
US BANCORP CVAR DUE 6/12/29 18,000.000 QTY 17,942 18,496
US BANCORP VAR DUE 7/22/28 25,000.000 QTY 25,169 24,598
VERIZON COMMS 3.550% DUE 3/22/51 42,000.000 QTY 41,342 32,478
WALGREENS BOOTS 3.200% DUE 4/15/30 21,000.000 QTY 17,666 18,481
WALT DISNEY CO 2.000% DUE 9/1/29 15,000.000 QTY 14,944 13,320
WELLS FARGO & CO VAR DUE 10/30/30 21,000.000 QTY 18,340 18,656

TY 2023 InvestmentsGovtObligationsSch
Name:
MEAD FAMILY FOUNDATION
 
C/O INTENTIONAL PHILANTHROPY LLC
EIN:
52-1646030
US Government Securities - End of Year Book Value:

756,786
US Government Securities - End of Year Fair Market Value:

709,953
State & Local Government Securities - End of Year Book Value:


413,577
State & Local Government Securities - End of Year Fair Market Value:


392,382


TY 2023 InvestmentsOtherSchedule2
Name:
MEAD FAMILY FOUNDATION
 
C/O INTENTIONAL PHILANTHROPY LLC
EIN:
52-1646030
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
CALAMOS MARKET NEUTRAL INCOME I (CMNIX) 20,602.490 QTY AT COST 271,544 292,143
CLIFFWATER CORPORATE LENDING I (CCLFX) 32,670.795 QTY AT COST 347,947 344,350
DIAMOND HILL SHORT DUR SECURITIZED BD I (DHEIX) 69,918.603 QTY AT COST 665,379 677,511
FHLMC G05965 4.500% DUE 8/1/40 149,000.000 QTY AT COST 12,575 11,788
FHLMC QA8185 3.000% DUE 3/1/50 34,000.000 QTY AT COST 21,867 18,187
FHLMC RA3175 3.000% DUE 7/1/50 34,000.000 QTY AT COST 19,624 16,673
FHLMC RA9270 5.500% DUE 6/1/53 43,000.000 QTY AT COST 41,369 41,578
FHLMC SD1015 4.500% DUE 5/1/48 24,000.000 QTY AT COST 19,627 18,729
FHLMC SD7514 3.500% DUE 4/1/50 149,000.000 QTY AT COST 47,969 46,842
FHLMC ZS 3665 4.500% DUE 10/1/41 83,000.000 QTY AT COST 6,262 5,607
FHLMC ZS9580 3.500% DUE 12/1/45 105,000.000 QTY AT COST 25,220 22,073
FHLMC ZT0542 4.000% DUE 7/1/48 61,000.000 QTY AT COST 18,096 15,931
FHLMCZL9628 4.000%DUE 12/1/44 106,000.000 QTY AT COST 22,322 19,842
FNHLMC SB0360 3.500% DUE 4/1/35 61,000.000 QTY AT COST 24,411 24,862
FNMA PL AL7046 3.500% DUE 6/1/45 58,000.000 QTY AT COST 11,501 10,568
FNMA PL AV7104 4.000% DUE 3/1/44 17,000.000 QTY AT COST 2,453 2,252
FNMA PL BM3562 4.500% DUE 2/1/48 80,000.000 QTY AT COST 19,378 17,688
FNMA PL BM5508 5.000% DUE 2/1/49 68,000.000 QTY AT COST 18,714 17,534
FNMA PL CA 1560 4.500% DUE 4/1/48 80,000.000 QTY AT COST 17,034 15,489
FNMA PL CA0995 3.500% DUE 1/1/48 37,000.000 QTY AT COST 14,056 12,553
FNMA PL CA3664 4.000% DUE 6/1/49 54,000.000 QTY AT COST 18,854 19,076
FNMA PL CA4119 4.000% DUE 9/1/49 36,000.000 QTY AT COST 12,466 11,468
FNMA PL CA4182 4.500% DUE 9/1/49 50,000.000 QTY AT COST 15,635 14,320
FNMA PL CB2899 3.000% DUE 2/1/52 21,000.000 QTY AT COST 14,810 15,089
FNMA PL CB3596 3.500% DUE 5/1/52 14,000.000 QTY AT COST 11,177 11,443
FNMA PL FM1104 3.500% DUE 5/1/49 32,000.000 QTY AT COST 12,163 10,424
FNMA PL FM3375 3.500% DUE 2/1/35 59,000.000 QTY AT COST 22,706 20,392
FNMA PL FM5768 4.000% DUE 11/1/44 33,000.000 QTY AT COST 18,819 16,649
FNMA PL FM7323 5.000% DUE 7/1/47 28,000.000 QTY AT COST 18,364 16,512
FNMA PL FM7680 3.500% DUE 2/1/51 29,000.000 QTY AT COST 19,050 16,570
FNMA PL FM9679 4.500% DUE 9/1/46 24,000.000 QTY AT COST 18,408 16,591
FNMA PL FS1125 3.500% DUE 7/1/50 29,000.000 QTY AT COST 21,632 20,660
FNMA PL FS1891 4.000% DUE 1/1/50 26,000.000 QTY AT COST 20,950 20,310
FNMA PL FS2050 4.5000% DUE 2/1/51 30,000.000 QTY AT COST 22,812 23,318
FNMA PL FS2931 2.000% DUE 3/1/37 88,000.000 QTY AT COST 66,962 68,272
FNMA PL FS2996 5.000% DUE 7/1/47 11,000.000 QTY AT COST 9,755 9,647
FNMA PL MA5072 5.500% DUE 7/1/53 19,000.000 QTY AT COST 17,453 18,325
GATEWAY Y (GTEYX) 4,828.303 QTY AT COST 117,765 194,967
ISHARES COR S&P MID-CAP (IJH) 3,055.819 QTY AT COST 567,456 846,920
ISHARES GLOBAL (IGF) 7,162.000 QTY AT COST 257,899 336,972
ISHARES RUSSELL 2000 (IWM) 3,052.000 QTY AT COST 215,849 612,567
LEHMAN BROTHERS HOLDINGS AT COST 0 12
MASTERS IV OFFSHORE AT COST 0 36,107
METROPOLITAN WEST TOTAL RETURN BD I (MWTIX) 46,395.692 QTY AT COST 494,583 426,376
OSTERWEIS STRATEGIC INCOME (OSTIX) 47,635.352 QTY AT COST 494,137 521,131
POLEN GROWTH INSTL (POLIX) 9,851.834 QTY AT COST 354,179 417,619
SCHWAB US DIVIDEND (SCHD) 4,875.000 QTY AT COST 320,629 371,134
VANGUARD FTSE DEVELOPED (VEA) 14,385.599 QTY AT COST 607,862 689,070
VANGUARD FTSE EMERGING (VWO) 9,269.000 QTY AT COST 481,516 380,956
VANGUARD S&P 500 ETF (VOO) 5,471.000 QTY AT COST 839,364 2,389,733
VANGUARD SHRT INF PROT (VTIP) 6,329.000 QTY AT COST 300,120 300,564
WASATCH INTL GROWTH INSTL (WIIGX) 14,489.948 QTY AT COST 413,367 360,655

TY 2023 LegalFeesSchedule
Name:
MEAD FAMILY FOUNDATION
 
C/O INTENTIONAL PHILANTHROPY LLC
EIN:
52-1646030
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 1,045 0   1,045


TY 2023 OtherExpensesSchedule
Name:
MEAD FAMILY FOUNDATION
 
C/O INTENTIONAL PHILANTHROPY LLC
EIN:
52-1646030
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DUES & MEMBERSHIPS 3,855 0   3,855
INSURANCE 750 0   750
OFFICE EXPENSE 220 0   220
OTHER FEES 87 0   87
POSTAGE 559 0   559
SOFTWARE LICENSES 3,752 0   3,752
SPECIAL EVENTS 5,919 0   5,919


TY 2023 OtherIncomeSchedule2
Name:
MEAD FAMILY FOUNDATION
 
C/O INTENTIONAL PHILANTHROPY LLC
EIN:
52-1646030
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP INCOME 3,581 3,581 3,581
MISCELLANEOUS INCOME 23,290   23,290


TY 2023 OtherProfessionalFeesSchedule
Name:
MEAD FAMILY FOUNDATION
 
C/O INTENTIONAL PHILANTHROPY LLC
EIN:
52-1646030
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 72,792 72,792   0
FOUNDATION MANAGEMENT CONSULTING 173,280 0   173,280


TY 2023 TaxesSchedule
Name:
MEAD FAMILY FOUNDATION
 
C/O INTENTIONAL PHILANTHROPY LLC
EIN:
52-1646030
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 35,000 0   0