Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
The Midvale Foundation
 
% 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

20-8678873
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$6,112,157J 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 21,283 21,283  
4 Dividends and interest from securities... 151,300 151,300  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 577,534
b Gross sales price for all assets on line 6a 3,362,260
7 Capital gain net income (from Part IV, line 2)... 577,534
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
586 586  
12 Total. Add lines 1 through 11........ 750,703 750,703  
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
21,827 21,827    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
9,220 516    
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
28,286 23   28,263
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 59,333 22,366   28,263
25 Contributions, gifts, grants paid....... 270,100 270,100
26 Total expenses and disbursements. Add lines 24 and 25 329,433 22,366   298,363
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 421,270
b Net investment income (if negative, enter -0-) 728,337
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......... 142,471 323,028 323,028
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)....... 4,736,779 Click to see attachment
List of Attached Documents:
// Content
4,978,992 		5,789,129
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) 4,879,250 5,302,020 6,112,157
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 4,879,250 5,302,020
29 Total net assets or fund balances (see instructions)..... 4,879,250 5,302,020
30 Total liabilities and net assets/fund balances (see instructions). 4,879,250 5,302,020
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
4,879,250
2
Enter amount from Part I, line 27a .....................
2
421,270
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,500
4
Add lines 1, 2, and 3 ..........................
4
5,302,020
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
5,302,020
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 3,362,260   2,784,726 577,534
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       577,534
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 2 577,534
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 10,124
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 10,124
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 10,124
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 5,300
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 4,900
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,200
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 76
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow76 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
Matthew Hintsa Dir, VP
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Michael Hintsa Dir, VP
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Moira Hintsa Pres, Dir, Sec
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
5,327,869
b
Average of monthly cash balances.......................
1b
522,401
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,850,270
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
5,850,270
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
87,754
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,762,516
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
288,126
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
288,126
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
10,124
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
10,124
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
278,002
4
Recoveries of amounts treated as qualifying distributions................
4
1,500
5
Add lines 3 and 4............................
5
279,502
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
279,502
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
298,363
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
298,363
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 7 279,502
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 287,362
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$ 298,363
a Applied to 2022, but not more than line 2a 287,362
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..... 11,001
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 .......... 		268,501
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

ADAM J LEWIS ACADEMY INC

500 STATE ST
BRIDGEPORT,CT06604 		N/A PC General & Unrestricted 10,000

ALL FAITHS FOOD BANK INC

8171 BLAIKIE CT
SARASOTA,FL34240 		N/A PC General & Unrestricted 4,000

ANIMAL RESCUE LEAGUE OF SOUTHERN RHODE ISLAND

PO BOX 458
WAKEFIELD,RI02880 		N/A PC General & Unrestricted 2,000

BRANDEIS UNIVERSITY

415 S ST
WALTHAM,MA02453 		N/A PC General & Unrestricted 450

CALIFORNIA ACADEMY OF SCIENCES GGP

55 MUSIC CONCOURSE DR GGP
SAN FRANCISCO,CA94118 		N/A PC General & Unrestricted 500

CALIFORNIA STATE PARKS FOUNDATION

33 NEW MONTGOMERY ST SUITE 520
SAN FRANCISCO,CA94105 		N/A PC General & Unrestricted 500

CAPE ANN MUSEUM INC

27 PLEASANT ST
GLOUCESTER,MA01930 		N/A PC Education Program 2,000

CHILDREN FIRST

1723 N ORANGE AVE
SARASOTA,FL34234 		N/A GOV General & Unrestricted 5,000

CONGO LEADERSHIP INITIATIVE

100 N LAKE DRIVE APT 26
ORCHARD PARK,NY14127 		N/A PC General & Unrestricted 500

CORNELL DAILY SUN ALUMNI ASSOCIATION INC

CO INSERO 20 THORNWOOD DR 200
ITHACA,NY14850 		N/A PC General & Unrestricted 3,000

CORNELL UNIVERSITY

PO BOX 37334
BOONE,IA50037 		N/A PC Johnson Art Museum 500

CORNELL UNIVERSITY

PO BOX 37334
BOONE,IA50037 		N/A PC Cornell Feline Health Center fund 1,500

CORNELL UNIVERSITY

PO BOX 37334
BOONE,IA50037 		N/A PC Sphinx Head Society fund 1,000

CORNELL UNIVERSITY

PO BOX 37334
BOONE,IA50037 		N/A PC Cornell Botanic Gardens fund 3,000

CORNELL UNIVERSITY

PO BOX 37334
BOONE,IA50037 		N/A PC Cornell Botanic Gardens Annual Fund 5,000

CORNELL UNIVERSITY

PO BOX 37334
BOONE,IA50037 		N/A PC Cornell Botanic Gardens fund 500

CORNELL UNIVERSITY

PO BOX 37334
BOONE,IA50037 		N/A PC Nolan School of Hotel Administration 3,000

CORNELL UNIVERSITY

PO BOX 37334
BOONE,IA50037 		N/A PC Cornell Botanic Gardens - Endowment fund 2,000

CORNELL UNIVERSITY

PO BOX 37334
BOONE,IA50037 		N/A PC The Herbert F Johnson Museum of Art Student Wellness Initiative 15,000

CORNELL UNIVERSITY

PO BOX 37334
BOONE,IA50037 		N/A PC Herbert F. Johnson Museum of Art Annual Fund 91,000

CORNELL UNIVERSITY

PO BOX 37334
BOONE,IA50037 		N/A PC General & Unrestricted 2,500

FRIENDS OF MCGILL UNIVERSITY INC

PO BOX 28137
NEW YORK,NY10087 		N/A PC General & Unrestricted 450

FRIENDS OF THE NARRAGANSETT LIBRARY

25 PIER MARKET PL
NARRAGANSETT,RI02882 		N/A PC General & Unrestricted 3,000

GOLDEN GATE AUDUBON SOCIETY INC

2150 ALLSTON WAY STE 210
BERKELEY,CA94704 		N/A PC General & Unrestricted 500

GOLDEN GATE NATIONAL PARKS CONSERVANCY

BLDG 201 FORT MASON
SAN FRANCISCO,CA94123 		N/A PC General & Unrestricted 300

GREENS FARMS ACADEMY INC

35 BEACHSIDE AVE
WESTPORT,CT06880 		N/A PC General & Unrestricted 4,500

HERRESHOFF MARINE MUSEUM

PO BOX 450
BRISTOL,RI02809 		N/A PC General & Unrestricted 4,000

HOMES WITH HOPE INC

59 MYRTLE AVE
WESTPORT,CT06880 		N/A PC General & Unrestricted 500

ITHACA COLLEGE

953 DANBY RD
ITHACA,NY14850 		N/A PC Jeffrey C. Rothfus '75 Scholarship Fund 7,000

JOHN & MABLE RINGLING MUSEUM OF ART FOUNDATION

5401 BAY SHORE RD
SARASOTA,FL34243 		N/A SO I Photography Collection, Acquisitions or Exhibition fund 7,500

LA CASA DE LAS MADRES

1269 HOWARD ST
SAN FRANCISCO,CA94103 		N/A PC General & Unrestricted 500

LANAI CAT SANCTUARY INC

PO BOX 631577
LANAI CITY,HI96763 		N/A PC General & Unrestricted 450

MARIE SELBY BOTANICAL GARDENS INC

1534 MOUND ST
SARASOTA,FL34236 		N/A PC General & Unrestricted 4,000

NAMI NEWTON WELLESLEY-EASTERN MASS INC

PO BOX 600416
NEWTONVILLE,MA02460 		N/A PC General & Unrestricted 450

NAMI SAN FRANCISCO

1388 SUTTER ST STE 600
SAN FRANCISCO,CA94109 		N/A PC General & Unrestricted 500

NARRAGANSETT HISTORICAL SOCIETY

PO BOX 418
NARRAGANSETT,RI02882 		N/A PC General & Unrestricted 25,000

NARROW RIVER PRESERVATION ASSOCIATION INC

PO BOX 8
SAUNDERSTOWN,RI02874 		N/A PC General & Unrestricted 2,000

NATIONAL PARK FOUNDATION

1500 K ST NW STE 700
WASHINGTON,DC20005 		N/A PC General & Unrestricted 2,000

NATIONAL SAILING HALL OF FAME MUSEUM INC

365 THAMES ST
NEWPORT,RI02840 		N/A PC General & Unrestricted 3,000

NEW YORK CITY BALLET INC

20 LINCOLN CENTER PLZ
NEW YORK,NY10023 		N/A PC General & Unrestricted 12,000

PARTNERS IN HEALTH A NONPROFIT CORPORATION

PO BOX 996
FREDERICK,MD21705 		N/A PC General & Unrestricted 11,000

PLANNED PARENTHOOD FEDERATION OF AMERICA INC

123 WILLIAMS ST 10TH FL
NEW YORK,NY10038 		N/A PC General & Unrestricted 6,000

PRO PUBLICA INC

155 AVE OF THE AMERICAS 13TH FL
NEW YORK,NY10013 		N/A PC General & Unrestricted 3,000

SAN FRANCISCO FOOD BANK

900 PENNSYLVANIA AVE
SAN FRANCISCO,CA94107 		N/A PC General & Unrestricted 2,500

SAN FRANCISCO PARKS ALLIANCE

1074 FOLSOM ST
SAN FRANCISCO,CA94103 		N/A PC General & Unrestricted 1,000

SARASOTA BALLET OF FLORIDA INC

5555 N TAMIAMI TRL
SARASOTA,FL34243 		N/A PC General & Unrestricted 2,000

SAVE THE BAY

560 14TH ST 400
OAKLAND,CA94612 		N/A PC General & Unrestricted 500

SOUTH COUNTY HOSPITAL HEALTHCARE

100 KENYON AVE
WAKEFIELD,RI02879 		N/A PC General & Unrestricted 5,000

ST ANTHONY FOUNDATION

150 GOLDEN GATE AVE
SAN FRANCISCO,CA94102 		N/A PC General & Unrestricted 1,000

THE JONNYCAKE CENTER INC

22 KERSEY RD
PEACE DALE,RI02879 		N/A PC General & Unrestricted 2,000

THE TREVOR PROJECT INC

PO BOX 69232
WEST HOLLYWOOD,CA90069 		N/A PC General & Unrestricted 1,000

UNITED WAY OF GREATER TORONTO

26 WELLINGTON ST E 12TH FL
TORONTO,ONTARIOM5E 1S2
CA 		N/A PC General & Unrestricted 1,500

UNITED WAY OF THE BAY AREA

550 KEARNY ST STE 1000
SAN FRANCISCO,CA94108 		N/A PC General & Unrestricted 1,000

WIKIMEDIA FOUNDATION INC

PO BOX 98204
WASHINGTON,DC20090 		N/A PC General & Unrestricted 2,000
Total .................................right arrow 3a 270,100
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 21,283  
4 Dividends and interest from securities ....     14 151,300  
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 ............ 		    18 577,534  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aCLASS ACTION LAWSUIT PROCEEDS 		    01 586  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   750,703  
13Total. Add line 12, columns (b), (d), and (e)..................
13
750,703
(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

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TY 2023 DepreciationSchedule
Name:
The Midvale Foundation
EIN:
20-8678873
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:
The Midvale Foundation
EIN:
20-8678873
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS 53,840 49,532
ABBVIE INC 29,554 51,295
ACCENTURE PLC 16,293 20,704
ALIGN TECHNOLOGY, INC 47,098 36,442
ALLSTATE CORP 36,406 39,474
ALPHABET INC CL A 151,620 191,374
AMAZON COM 123,648 140,393
AMER INTERNATIONAL GROUP INC 33,344 55,555
AMERIPRISE FINANCIAL INC 34,586 54,316
AMPHENOL CORPORATION 39,164 51,548
APPLE INC 148,134 197,920
APPLIED MATERIALS INC 27,377 32,576
ARES MANAGEMENT CORPORATION 16,552 23,784
ASSURANT INC 37,192 43,807
AT&T, INC 32,567 30,875
BAKER HUGHES COMPANY 22,837 23,584
BANK OF AMERICA CORP 18,496 31,650
BANK OF AMERICA CORP - 7.250% 8,362 24,106
BECTON DICKINSON & CO 56,617 50,229
BERKSHIRE HATHAWAY INC. CLASS 85,764 87,738
BLACKROCK CREDIT STRATEGIES IN 25,000 22,266
BLOCK INC 30,413 35,581
BNY MELLON CORE BOND ETF 94,585 84,980
BNY MELLON CORPORATE BOND FD C 41,167 38,568
BNY MELLON HIGH YIELD BETA ETF 115,720 118,400
BOSTON SCIENTIFIC 45,586 60,701
BROADCOM INC 12,077 24,558
CALAMOS CONVERTIBLE FD CL I 21,000 26,055
CHEWY INC 21,802 28,356
CISCO SYSTEMS INC 29,309 25,765
CME GROUP, INC 39,615 46,543
CONSTELLATION ENERGY GROUP INC 40,308 41,496
CORNING INC 23,315 20,097
COSTAR GROUP, INC 28,562 31,460
COSTCO WHOLESALE CORPORATION 18,859 31,684
CRH PLC 20,715 25,589
CSX CORP 8,715 16,988
DANAHER CORP 44,429 46,037
DEERE CO 10,280 10,397
DOMINION ENERGY INC 23,687 23,030
DREYFUS FLOATING RATE INCOME Y 153,860 144,750
DREYFUS NEWTON INTERNATIONAL E 75,000 79,995
DREYFUS SELECT MANAGERS SMALL 35,000 30,829
EATON CORP PLC 21,763 78,026
ELEVANCE HEALTH INC 31,364 31,595
ELI LILLY & CO 34,067 99,679
EVEREST GROUP, LTD 8,725 7,779
EVEREST RE GROUP LTD 16,099 15,204
EXXON MOBIL CORP 80,659 85,483
FINANCIAL SELECT SECTOR SPDR F 29,125 32,975
FREEPORT-MCMORAN COPPER & GOLD 36,760 35,759
GENUINE PARTS COMPANY 18,918 15,097
HUBSPOT INC 46,274 50,507
ILLINOIS TOOL WORKS 17,166 36,148
ILLUMINA INC COM 37,305 33,278
INTEL CORP 23,456 25,628
INTERNATIONAL GAME TECHNOLOGY 40,965 39,196
INTUITIVE SURGICAL 21,863 21,591
INVESCO QQQ TRUST 12,871 20,066
ISHARE SP SMALL CAP 600 INDEX 146,468 151,549
ISHARES BARCLAYS 1-3 YEAR TREA 48,635 49,224
ISHARES CORE MSCI EAFE ETF 81,952 90,329
ISHARES CORE MSCI EMERGING MAR 20,743 24,026
ISHARES MSCI GRW IDX 171,189 174,329
ISHARES TRUST RUSSELL 1000 GRO 208,347 242,535
JP MORGAN CHASE 72,915 111,416
JP MORGAN ULTRA SHORT INCOME E 40,174 40,184
LAS VEGAS SANDS CORP 40,175 47,242
LORD ABBETT INV TR, LORD ABBET 60,000 62,372
LORD ABBETT INVESTMENT TRUST S 120,000 110,767
MARATHON PETROLEUM CORP 32,010 31,897
MARTIN MARIETTA MATLS INC 20,126 28,937
MCDONALD'S CORP 21,573 24,017
MELLON BOND FD CL M 120,857 103,285
MELLON INTERMEDIATE BOND FUND 50,531 46,928
MELLON INTERNATIONAL FD CL M 79,046 92,748
MELLON MID CAP STK FD CL M 148,000 164,495
MICROCHIP TECHNOLOGY INC 18,049 19,840
MICROSOFT CORP 141,355 244,425
NETFLIX INC 17,176 18,988
NEWMONT GOLDCORP CORPORATION 46,255 46,357
NEXTERA ENERGY, INC 22,141 17,007
NIKE INC-CL B 20,457 17,480
NORTHROP GRUMMAN CORP 45,178 49,623
NVIDIA CORP 65,598 122,319
OCCIDENTAL PETROLEUM CORP 37,477 36,423
PROCTER GAMBLE CO 16,475 16,706
PUBLIC SVC ENTERPRISE GROUP IN 25,198 23,237
REGENERON PHARMACEUTICALS INC 15,270 18,444
RENAISSANCERE HOLDINGS LTD 27,478 27,832
REPLIGEN CORP 18,602 19,239
S&P GLOBAL INC COM 23,989 40,968
SANOFI-AVENTIS SPONSORED ADR 33,737 32,325
SAREPTA THERAPEUTICS INC 35,960 30,279
SCHLUMBERGER LTD 52,537 48,918
SHOPIFY INC 15,655 21,033
STRATEGIC FDS, INC. DREYFUS SE 25,000 23,291
SYNCHRONY FINANCIAL 7,830 12,985
THE COCA-COLA CO 35,658 34,769
THERMO FISHER SCIENTIFIC INC 17,355 33,971
TRANE TECHNOLOGIES PLC 1,384 37,561
TWILIO INC 15,488 17,450
UBER 28,106 35,095
UNITEDHEALTH GROUP INC 32,708 46,856
VANGUARD HEALTH CARE ETF 17,153 25,070
VANGUARD SF REIT ETF 58,301 59,290
VANGUARD SHORT TERM INFLATION 101,034 96,310
VERALTO CORPORATION 5,835 5,429
VOYA FINANCIAL INC 15,977 34,291

TY 2023 OtherExpensesSchedule
Name:
The Midvale Foundation
EIN:
20-8678873
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 28,238     28,238
Bank Charges 23 23    
State or Local Filing Fees 25     25


TY 2023 OtherIncomeSchedule2
Name:
The Midvale Foundation
EIN:
20-8678873
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Class Action Lawsuit Proceeds 586 586  


TY 2023 OtherIncreasesSchedule
Name:
The Midvale Foundation
EIN:
20-8678873
Description Amount
RETURNED GRANT 1,500


TY 2023 OtherProfessionalFeesSchedule
Name:
The Midvale Foundation
EIN:
20-8678873
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 21,827 21,827    


TY 2023 TaxesSchedule
Name:
The Midvale Foundation
EIN:
20-8678873
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2023 5,300      
990-PF Excise Tax for 2022 3,404      
Foreign Tax Paid 516 516