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 Stanley Foundation dba
Stanley Center for Peace and Security
Number and street (or P.O. box number if mail is not delivered to street address)304 Iowa Ave
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Muscatine, IA52761
A Employer identification number

42-6071036
B Telephone number (see instructions)

(563) 264-1500
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$161,223,523J Accounting method:
Modified cash
(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) 200
2 Check right arrow.............
3 Interest on savings and temporary cash investments 103,729 103,729 103,729
4 Dividends and interest from securities... 2,699,457 2,699,457 2,699,457
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
21,014,460
b Gross sales price for all assets on line 6a 58,210,372
7 Capital gain net income (from Part IV, line 2)... 21,049,112
8 Net short-term capital gain......... 602,974
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
3,582 3,582 3,582
12 Total. Add lines 1 through 11........ 23,821,428 23,855,880 3,409,742
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 902,846 0 0 902,846
14 Other employee salaries and wages...... 1,538,177 0 0 1,538,177
15 Pension plans, employee benefits....... 817,070 0 0 817,070
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
68,433 0 0 68,433
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
29,268 14,634 0 14,634
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,000,570 792,986 0 207,584
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
260,000 0 0 260,000
19 Depreciation (attach schedule) and depletion... 314,200 0 0
20 Occupancy.............. 50,064 0 0 50,064
21 Travel, conferences, and meetings....... 660,543 0 0 660,543
22 Printing and publications.......... 31,174 0 0 31,174
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,042,134 0 0 2,042,134
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 7,714,479 807,620 0 6,592,659
25 Contributions, gifts, grants paid....... 119,211 119,211
26 Total expenses and disbursements. Add lines 24 and 25 7,833,690 807,620 0 6,711,870
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 15,987,738
b Net investment income (if negative, enter -0-) 23,048,260
c Adjusted net income (if negative, enter -0-)... 3,409,742
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............. 53,101 282,697 282,697
2 Savings and temporary cash investments......... 4,660,327 3,480,781 3,480,781
3 Accounts receivable right arrow7,000
Less: allowance for doubtful accounts right arrow   129,924 7,000 7,000
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).......      
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).......... 100,648,848 Click to see attachment
List of Attached Documents:
// Content
114,959,580 		143,971,464
14 Land, buildings, and equipment: basis right arrow13,881,130
Less: accumulated depreciation (attach schedule) right arrow399,549 10,737,571 Click to see attachment
List of Attached Documents:
// Content
13,481,581 		13,481,581
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 116,229,771 132,211,639 161,223,523
Liabilities 17 Accounts payable and accrued expenses.......... 18,062 12,192
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)......... 18,062 12,192
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........... 116,211,709 132,199,447
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)..... 116,211,709 132,199,447
30 Total liabilities and net assets/fund balances (see instructions). 116,229,771 132,211,639
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
116,211,709
2
Enter amount from Part I, line 27a .....................
2
15,987,738
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
132,199,447
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
132,199,447
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 Sales of Securities P    
b Sales of Securities 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 2,067,689   1,464,715 602,974
b 56,142,683   35,696,545 20,446,138
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       602,974
b       20,446,138
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 21,049,112
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 3 602,974
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) 1 320,371
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........................... 3 320,371
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- ..... 5 320,371
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 399,703
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.............. 7 399,703
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
8 185
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 79,147
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow79,147 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIA
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
Yes
 
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.stanleycenter.org
14
The books are in care ofright arrowCassie Batzkiel Telephone no.right arrow (563) 264-1500

Located atright arrow304 Iowa AvenueMuscatineIA ZIP+4right arrow52761
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
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
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
Patrick Keith Porter President
40.00 		297,848 21,382 625
304 Iowa Avenue
Muscatine,IA52761
Jennifer Smyser Vice President
40.00 		190,480 32,435 650
304 Iowa Avenue
Muscatine,IA52761
Patricia Papke VP/Secretary
40.00 		150,058 31,520 169
304 Iowa Avenue
Muscatine,IA52761
Cassie Batzkiel VP/Treasurer
40.00 		142,622 16,717 0
304 Iowa Avenue
Muscatine,IA52761
Mark Seaman Vice President
40.00 		121,838 16,093 500
304 Iowa Avenue
Muscatine,IA52761
Lori Zook-Stanley Vice Chair
2.00 		0 0 0
304 Iowa Avenue
Muscatine,IA52761
Lynne Stanley Chair
2.00 		0 0 0
304 Iowa Avenue
Muscatine,IA52761
April Donnellan Director/Member
1.50 		0 0 0
304 Iowa Avenue
Muscatine,IA52761
Nathan Elliott Director/Member
1.50 		0 0 0
304 Iowa Avenue
Muscatine,IA52761
Brian Hanson Director/Member
1.50 		0 0 0
304 Iowa Avenue
Muscatine,IA52761
Wayne Moyer Director/Member
1.50 		0 0 0
304 Iowa Avenue
Muscatine,IA52761
Jeffrey Pattison Director/Member
1.50 		0 0 0
304 Iowa Avenue
Muscatine,IA52761
Elizabeth Shriver Director/Member
1.50 		0 0 0
304 Iowa Avenue
Muscatine,IA52761
Joseph Stanley Director/Member
1.50 		0 0 0
304 Iowa Avenue
Muscatine,IA52761
Nathan Woodliff-Stanley Director/Member
1.50 		0 0 0
304 Iowa Avenue
Muscatine,IA52761
Donna Buckles Director/Member
1.50 		0 0 0
304 Iowa Avenue
Muscatine,IA52761
Georgina Dodge Director/Member
1.50 		0 0 0
304 Iowa Avenue
Muscatine,IA52761
Tom Hanson Director/Member
1.50 		0 0 0
304 Iowa Avenue
Muscatine,IA52761
Jane Stephenson Director/Member
1.50 		0 0 0
304 Iowa Avenue
Muscatine,IA52761
Catherine Elliott Director/Member
1.50 		0 0 0
304 Iowa Avenue
Muscatine,IA52761
Lincoln Stanley Director/Member
1.50 		0 0 0
304 Iowa Avenue
Muscatine,IA52761
Ann Brandenburg Director/Member
1.50 		0 0 0
304 Iowa Avenue
Muscatine,IA52761
Abbie Miller Director/Member
1.50 		0 0 0
304 Iowa Avenue
Muscatine,IA52761
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
Devon Terrill Program Officer
40.00 		104,399 30,150 59
304 Iowa Avenue
Muscatine,IA52761
Benjamin Loehrke Program Officer
40.00 		100,558 29,731 0
304 Iowa Avenue
Muscatine,IA52761
Kelsey Shantz Program Officer
40.00 		93,305 28,300 550
304 Iowa Avenue
Muscatine,IA52761
Dane Lovell Program Officer
40.00 		90,387 28,507 0
304 Iowa Avenue
Muscatine,IA52761
Rei Tang Program Officer
40.00 		98,587 12,413 650
304 Iowa Avenue
Muscatine,IA52761
Total number of other employees paid over $50,000...................right arrow 14
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
Graham Construction Construction 2,788,658
56 16th Ave SW
Cedar Rapids,IA52404
Neumann Monson Architects Architectural Designs 165,709
221 E College St 303
Iowa City,IA52240
Gallagher Fiduciary Advisors Investment Adisory Fees 122,000
310 Grant St Ste 3000
Pittsburgh,PA15219
Wayfinding Partners Consulting 86,013
3401 12th St NE
Washington,DC20017
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 The Stanley Foundation seeks a secure peace with freedom and justice, built on global citizenship and effective global governance and advances multilateral action to create fair, just, and lasting solutions to critical issues of peace and security. 5,213,368
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 None 0
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
133,057,045
b
Average of monthly cash balances.......................
1b
5,150,733
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
138,207,778
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
138,207,778
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,073,117
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
136,134,661
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
6,806,733
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
 
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
 
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
 
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
 
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
 
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
 
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
6,711,870
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
3,092,862
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
9,804,732
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  
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
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$  
a Applied to 2022, but not more than line 2a  
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.....  
e Remaining amount distributed out of corpus  
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  
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 .......... 		 
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 ...... 		 
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
1972-03-09
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
3,409,742 3,628,847 5,455,343 3,783,577 16,277,509
b 85% (0.85) of line 2a ......... 2,898,281 3,084,520 4,637,042 3,216,040 13,835,883
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		9,804,732 14,761,975 5,767,948 4,385,157 34,719,812
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		119,211 79,087 45,000 19,850 263,148
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		9,685,521 14,682,888 5,722,948 4,365,307 34,456,664
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......         0
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		         0
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		4,537,822 4,736,628 5,197,354 4,130,696 18,602,500
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) .... 		        0
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		        0
(3) Largest amount of support
from an exempt organization		         0
(4) Gross investment income         0
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

Community Foundation of Johnson County

501 12th Ave Ste 102
Coralville,IA52241 		None PC Inclusivity Fund 5,000

Community Foundation of Muscatine County

104 W 2nd St
Muscatine,IA52761 		None PC Racial Justice Fund 12,400

It Takes a Village Animal Rescue & Resources

PO Box 634
Muscatine,IA52761 		None PC General fund 500

Wyoming Community Foundation

1472 N 5th Ste 201 No 201
Laramie,WY82072 		None PC General fund 2,000

United Way of Muscatine Iowa Incorporated

208 West Second Street No 201
Muscatine,IA52761 		None PC General fund 200

Shepherd of the Cross Lutheran Church

3300 N IA-38
Muscatine,IA52761 		None PC General fund 2,000

Dachshund Rescue South Florida Inc

2800 SW 148 Avenue
Davie,FL33331 		None PC General fund 711

Faith Chapel Church

100 Mike Moore Blvd
Birmingham,AL35224 		None PC General fund 2,000

Friends of the Music Hall

28 Chestnut Street
Portsmouth,NH03801 		None PC General fund 1,500

Island Safe Harbor Animal Sanctuary Inc

2337 S Linda Drive
Marblehead,OH43440 		None PC General fund 100

Flickinger Learning Center

413 Mulberry Ave
Muscatine,IA52761 		None PC General fund 10,000

Muscatine Community College Foundation

152 Colorado
Muscatine,IA52761 		None SO III FI General fund 10,000

Meskwaki Settlement School

1608 305th St
Tama,IA52339 		None GOV General fund 10,000

National Pearl Button Museum

117 W 2nd St
Muscatine,IA52761 		None PC General fund 10,000

Muscatine Community YMCA

1823 Logan St
Muscatine,IA52761 		None PC General fund 200

Iowa Nonprofit Alliance

4104 Carlton Drive
Cedar Falls,IA50613 		None PC General fund 1,000

National TTT Society

6919 Vista Drive
West Des Moines,IA50266 		None PC General fund 1,000

Teachers Unify to End Gun Violence

176 Warrington Round
Danbury,CT06810 		None PC General fund 1,000

Community Foundation of Muscatine County

104 W 2nd St
Muscatine,IA52761 		None PC Alexander Clark Project Fund 12,400

Community Foundation of Muscatine County

104 W 2nd St
Muscatine,IA52761 		None PC MCSA Charitable Fund 12,400

Community Foundation of Muscatine County

104 W 2nd St
Muscatine,IA52761 		None PC Friends of Musser Public Library 12,400

Community Foundation of Muscatine County

104 W 2nd St
Muscatine,IA52761 		None PC Muscatine Art Center Fund 12,400
Total .................................right arrow 3a 119,211
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 103,729  
4 Dividends and interest from securities ....     14 2,699,457  
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 .....     14 3,582  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    01 21,014,460  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 23,821,228 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
23,821,228
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
The Stanley Foundation dba
 
Stanley Center for Peace and Security
EIN:
42-6071036
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Accounting and audit fees 29,268 14,634 0 14,634

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

TY 2023 GainLossSaleOtherAssetsSch
Name:
The Stanley Foundation dba
 
Stanley Center for Peace and Security
EIN:
42-6071036
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
Mass disposal of assets   Purchased       555,629 Cost 0 -34,652 520,977

TY 2023 InvestmentsOtherSchedule2
Name:
The Stanley Foundation dba
 
Stanley Center for Peace and Security
EIN:
42-6071036
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
Goldman Sachs AT COST 691,797 1,108,821
TAP Fund AT COST 2,155,490 2,071,018
DFA Emerging Markets AT COST 6,479,528 7,548,707
Vanguard REIT Index Fund AT COST 6,514,741 8,133,440
DYAL II Offshore Investors AT COST 1,607,543 2,918,241
Entrust AT COST 863,108 1,173,684
Causeway AT COST 14,676,882 18,149,731
BLACKSTONE AT COST 4,605,777 6,598,987
ABS AT COST 2,011,317 2,460,891
WELLINGTON SMALL CAP AT COST 5,246,640 8,022,340
HAMILTON LANE AT COST 3,303,281 4,636,558
WILLIAM BLAIR INTERNATIONAL LEADERS FUND AT COST 14,712,663 14,213,621
APTIV PLC-WHEN ISSUED (APTV) AT COST 39,955 38,669
NORWEGIAN CRUISE LINE HLDGS LTD (NCLH) AT COST 6,808 6,573
GARMIN LTD (GRMN) AT COST 16,281 20,566
ROYAL CARIBBEAN CRUISES LTD (RCL) AT COST 32,671 52,961
AIRBNB INC-CLASS A (ABNB) AT COST 101,884 99,382
AMAZON COM INC (AMZN) AT COST 804,678 2,309,640
AUTOZONE INC (AZO) AT COST 74,529 72,397
L BRANDS INC - W/I (BBWI) AT COST 6,292 8,114
BEST BUY CO INC (BBY) AT COST 19,550 21,527
BOOKING HOLDINGS INC (BKNG) AT COST 151,322 205,739
BORG WARNER INC (BWA) AT COST 12,390 11,902
CAESARS ENTMT INC (CZR) AT COST 8,187 8,907
CARMAX INC (KMX) AT COST 19,303 20,950
CARNIVAL CORP (CCL) AT COST 19,007 21,006
CHIPOTLE MEXICAN GRIL CL A (CMG) AT COST 89,668 100,626
D R HORTON INC (DHI) AT COST 57,095 80,701
DARDEN RESTAURANTS INC W I (DRI) AT COST 34,023 36,639
DOMINO'S PIZZA, INC (DPZ) AT COST 15,227 20,199
EBAY INC (EBAY) AT COST 34,473 33,893
ETSY INC (ETSY) AT COST 15,290 13,535
EXPEDIA GROUP INC (EXPE) AT COST 19,104 32,483
FORD MOTOR COMPANY (F) AT COST 57,719 60,865
GENERAL MOTORS CO (GM) AT COST 72,548 82,257
GENUINE PARTS CO (GPC) AT COST 47,267 38,503
HASBRO INC (HAS) AT COST 8,731 7,455
HILTON WORLDWIDE HLDGS - W/I (HLT) AT COST 71,308 91,409
HOME DEPOT INC (HD) AT COST 493,466 598,492
LKQ CORP (LKQ) AT COST 23,899 20,311
LAS VEGAS SANDS CORP (LVS) AT COST 35,731 28,493
LENNAR CORP (LEN) AT COST 53,946 71,390
LOWES COMPANIES INC (LOW) AT COST 203,501 223,663
LULULEMON ATHLETICA INC (LULU) AT COST 95,008 96,123
MGM RESORTS INTERNATIONAL (MGM) AT COST 21,263 22,117
MARRIOTT INTERNATIONAL INC (MAR) AT COST 77,478 99,224
MCDONALD'S CORP (MCD) AT COST 367,311 369,748
MOHAWK INDS INC (MHK) AT COST 7,465 7,763
NVR INC (NVR) AT COST 29,116 35,002
NIKE INC (NKE) AT COST 259,397 227,671
O REILLY AUTOMOTIVE INC (ORLY) AT COST 88,637 90,258
POOL CORP (POOL) AT COST 21,412 24,720
PULTE GROUP INC (PHM) AT COST 19,639 30,553
RALPH LAUREN CORP (RL) AT COST 7,684 10,094
ROSS STORES INC (ROST) AT COST 55,621 74,869
STARBUCKS CORP (SBUX) AT COST 131,888 192,788
TJX COMPANIES INC NEW (TJX) AT COST 146,275 178,239
TAPESTRY INC (TPR) AT COST 8,243 7,951
TESLA INC (TSLA) AT COST 1,045,082 1,153,941
TRACTOR SUPPLY CO (TSCO) AT COST 42,538 38,705
ULTA BEAUTY INC (ULTA) AT COST 46,159 44,099
WHIRLPOOL CORP (WHR) AT COST 11,958 11,690
WYNN RESORTS LTD (WYNN) AT COST 20,411 17,038
YUM! BRANDS INC (YUM) AT COST 38,625 77,612
BUNGE GLOBAL SA (BG) AT COST 25,257 28,569
ALTRIA GROUP INC (MO) AT COST 136,471 119,850
ARCHER DANIELS MIDLAND CO (ADM) AT COST 73,557 71,714
BROWN FORMAN CORP CLASS B (BFB) AT COST 19,217 17,130
CAMPBELL SOUP CO (CPB) AT COST 22,872 18,200
CHURCH & DWIGHT INC (CHD) AT COST 36,375 35,176
CLOROX CO (CLX) AT COST 35,640 29,659
COCA COLA CO (KO) AT COST 437,058 404,496
COLGATE-PALMOLIVE CO (CL) AT COST 111,796 110,239
CONAGRA BRANDS INC (CAG) AT COST 27,564 20,950
CONSTELLATION BRANDS INC (STZ) AT COST 70,876 77,118
COSTCO WHOLESALE CORP (COST) AT COST 360,559 487,799
DOLLAR GENERAL CORP (DG) AT COST 84,023 53,021
DOLLAR TREE INC (DLTR) AT COST 53,464 50,002
GENERAL MILLS INC (GIS) AT COST 104,943 76,670
THE HERSHEY COMPANY (HSY) AT COST 88,832 60,407
HORMEL FOODS CORP (HRL) AT COST 15,101 11,881
KELLANOVA (K) AT COST 37,612 31,925
KENVUE INC (KVUE) AT COST 12,244 12,552
KEURIG DR PEPPER INC (KDP) AT COST 37,275 38,251
KIMBERLY-CLARK CORP (KMB) AT COST 91,957 77,159
KRAFT HEINZ CO/THE (KHC) AT COST 61,853 55,951
KROGER CO (KR) AT COST 50,661 47,950
LAMB WESTON HOLDING INC-W/I (LW) AT COST 30,033 29,292
LAUDER ESTEE COS INC (EL) AT COST 83,691 62,888
MC CORMICK & CO INC (MKC) AT COST 39,296 30,447
MOLSON COORS BEVERAGE COMPANY (TAP) AT COST 23,463 22,036
MONDELEZ INTERNATIONAL (MDLZ) AT COST 197,626 185,204
MONSTER BEVERAGE CORPORATION (MNST) AT COST 37,497 94,538
PEPSICO INC (PEP) AT COST 506,677 445,320
PHILIP MORRIS INTERNAT-W/I (PM) AT COST 250,755 250,535
PROCTER & GAMBLE CO (PG) AT COST 634,642 598,616
JM SMUCKER CO/THE-NEW COM WI (SJM) AT COST 43,970 35,260
SYSCO CORP (SYY) AT COST 63,190 61,502
TARGET CORP (TGT) AT COST 116,445 109,236
TYSON FOODS INC (TSN) AT COST 32,872 29,455
WALMART INC (WMT) AT COST 373,357 391,287
WALGREENS BOOTS ALLIANCE INC (WBA) AT COST 30,305 25,170
BAKER HUGHES COMPANY (BKR) AT COST 85,153 106,505
COTERRA ENERGY INC (CTRA) AT COST 67,829 71,558
DEVON ENERGY CORP NEW (DVN) AT COST 103,339 97,304
DIAMOND BACK ENERGY INC (FANG) AT COST 140,054 162,214
EOG RES INC (EOG) AT COST 203,429 217,952
EQT CORPORATION (EQT) AT COST 36,662 45,426
HALLIBURTON CO (HAL) AT COST 117,301 145,431
HESS CORPORATION (HES) AT COST 119,352 129,023
KINDER MORGAN INC (KMI) AT COST 139,686 147,682
MARATHON OIL CORP (MRO) AT COST 107,217 116,886
OCCIDENTAL PETROLEUM CORP (OXY) AT COST 103,525 105,209
ONEOK INC (OKE) AT COST 127,943 143,459
PIONEER NAT RES CO (PXD) AT COST 159,919 169,784
SCHLUMBERGER LTD (SLB) AT COST 133,051 153,518
TARGA RESOURCES CORP (TRGP) AT COST 82,862 94,515
WILLIAMS COMPANIES INC (WMB) AT COST 132,732 159,382
AON PLC/IRELAND-A (AON) AT COST 110,111 99,820
ARCH CAPITAL GROUP LTD (ACGL) AT COST 56,418 57,188
EVEREST GROUP LTD (EG) AT COST 34,080 32,176
WILLIS TOWERS WATSON PLC (WTW) AT COST 42,645 45,828
CHUBB LTD (CB) AT COST 149,155 172,212
AFLAC INC (AFL) AT COST 80,046 99,413
ALLSTATE CORP (ALL) AT COST 56,213 69,290
AMERICAN EXPRESS CO (AXP) AT COST 150,072 190,337
AMERICAN INTERNATIONAL GROUP,INC (AIG) AT COST 77,181 105,080
AMERIPRISE FINANCIAL INC (AMP) AT COST 50,865 68,369
ASSURANT INC (AIZ) AT COST 13,692 17,691
BANK OF AMERICA CORP (BAC) AT COST 315,714 391,986
BANK NEW YORK MELLON CORP COM (BK) AT COST 55,820 72,766
WR BERKLEY CORP (WRB) AT COST 25,198 30,763
BERKSHIRE HATHAWAY INC (BRKB) AT COST 1,089,237 1,075,687
BLACKROCK INC (BLK) AT COST 152,181 195,644
BLACKSTONE INC (BX) AT COST 130,240 148,463
BROWN & BROWN INC (BRO) AT COST 25,166 27,875
CBOE GLOBAL MARKETS INC (CBOE) AT COST 24,809 32,141
CME GROUP INC (CME) AT COST 115,858 132,678
CAPITAL ONE FINANCIAL CORP (COF) AT COST 64,507 99,913
CINCINNATI FINANCIAL CORP (CINF) AT COST 32,495 32,383
CITIGROUP INC (C) AT COST 159,059 182,406
CITIZENS FINANCIAL GROUP (CFG) AT COST 16,451 22,138
COMERICA INC (CMA) AT COST 11,397 12,055
DISCOVER FINANCIAL W/I (DFS) AT COST 47,418 57,886
FACTSET RESH SYS INC (FDS) AT COST 10,518 28,623
FIDELITY NATIONAL INFORMATION (FIS) AT COST 47,353 54,063
FIFTH THIRD BANCORP (FITB) AT COST 12,174 18,314
FISERV INC (FI) AT COST 126,394 142,006
FLEETCOR TECHNOLOGIES INC (FLT) AT COST 33,050 41,261
FRANKLIN RESOURCES INC (BEN) AT COST 6,852 8,192
GALLAGHER ARTHUR J & CO (AJG) AT COST 76,970 82,081
GLOBAL PAYMENTS INC-W/I (GPN) AT COST 47,091 58,928
GLOBE LIFE INC (GL) AT COST 30,462 35,055
GOLDMAN SACHS GROUP INC (GS) AT COST 197,383 237,249
HARTFORD FINL SVCS GROUP INC (HIG) AT COST 56,598 66,876
HENRY JACK & ASSOC INC (JKHY) AT COST 17,263 18,956
INTERCONTINENTAL EXCHANGE INC (ICE) AT COST 107,193 128,944
JPMORGAN CHASE & CO (JPM) AT COST 667,672 847,098
LOEWS CORPORATION (L) AT COST 70,033 83,856
M&T BK CORP (MTB) AT COST 42,882 51,542
MSCI INC (MSCI) AT COST 63,300 77,494
MARKETAXESS HLDGS INC (MKTX) AT COST 20,180 19,914
MARSH & MCLENNAN (MMC) AT COST 156,797 167,681
MASTERCARD INC CL A (MA) AT COST 521,357 592,422
METLIFE INC (MET) AT COST 79,480 97,145
MOODY'S CORP (MCO) AT COST 78,420 102,327
MORGAN STANLEY (MS) AT COST 193,514 218,578
NASDAQ INC (NDAQ) AT COST 28,485 30,756
NORTHERN TRUST CORP (NTRS) AT COST 29,249 34,680
PNC FINANCIAL SERVICES GROUP INC (PNC) AT COST 94,209 128,371
PAYPAL HOLDINGS INC-W/I (PYPL) AT COST 214,618 120,793
PRICE T ROWE GROUP INC (TROW) AT COST 41,207 42,214
PRINCIPAL FINANCIAL GROUP (PFG) AT COST 36,578 41,774
PROGRESSIVE CORP OHIO (PGR) AT COST 127,801 161,191
PRUDENTIAL FINANCIAL, INC (PRU) AT COST 77,194 100,080
RAYMOND JAMES FINANCIAL INC (RJF) AT COST 29,001 39,137
S&P GLOBAL INC (SPGI) AT COST 189,575 240,524
SCHWAB CHARLES CORP NEW (SCHW) AT COST 115,919 170,074
STATE STR CORP (STT) AT COST 44,828 52,053
SYNCHRONY FINANCIAL (SYF) AT COST 17,314 24,785
THE TRAVELERS COS INC (TRV) AT COST 89,405 95,245
TRUIST FINANCIAL CORP (TFC) AT COST 54,168 76,387
US BANCORP DEL (USB) AT COST 61,426 94,394
VISA INC (V) AT COST 142,655 696,957
WELLS FARGO & COMPANY (WFC) AT COST 241,814 323,917
ZIONS BANCORPORATION NA (ZION) AT COST 6,795 6,800
MEDTRONIC PLC (MDT) AT COST 197,806 182,142
STERIS PLC (STE) AT COST 28,202 32,978
ABBOTT LABORATORIES INC (ABT) AT COST 325,796 323,166
ABBVIE INC (ABBV) AT COST 436,665 461,346
AGILENT TECHNOLOGIES (IPO) (A) AT COST 62,481 64,788
ALIGN TECHNOLOGY INC (ALGN) AT COST 41,653 38,634
CENCORA INC (COR) AT COST 47,115 58,123
AMGEN INC (AMGN) AT COST 213,018 265,266
ELEVANCE HEALTH INC (ELV) AT COST 195,741 202,771
BAXTER INTERNATIONAL INC (BAX) AT COST 31,721 27,023
BECTON DICKINSON & CO (BDX) AT COST 134,139 128,742
BIO RAD LABORATORIES INC (BIO) AT COST 14,592 10,332
BIOGEN INC (BIIB) AT COST 86,223 72,456
BIO-TECHNE CORP (TECH) AT COST 14,259 13,117
BOSTON SCIENTIFIC CORP (BSX) AT COST 116,644 129,437
BRISTOL MYERS SQUIBB CO (BMY) AT COST 243,417 186,871
THE CIGNA GROUP (CI) AT COST 125,572 154,516
CVS HEALTH CORPORATION (CVS) AT COST 147,198 169,132
CARDINAL HEALTH INC (CAH) AT COST 31,821 40,219
CATALENT INC (CTLT) AT COST 12,731 11,547
CENTENE CORP (CNC) AT COST 59,652 65,973
CHARLES RIV LABORATORIES INTL (CRL) AT COST 12,567 15,602
COOPER COS INC (COO) AT COST 34,988 34,816
DANAHER CORP (DHR) AT COST 236,969 256,093
DAVITA INC (DVA) AT COST 5,554 6,705
DENTSPLY SIRONA INC (XRAY) AT COST 5,737 5,018
DEXCOM INC (DXCM) AT COST 71,611 75,819
EDWARDS LIFESCIENCES CORP (EW) AT COST 83,115 72,209
GE HEALTHCARE TECHNOLOG-W/I (GEHC) AT COST 44,684 44,382
GILEAD SCIENCES INC (GILD) AT COST 166,178 171,336
HCA HEALTHCARE INC (HCA) AT COST 102,989 100,693
HOLOGIC INC (HOLX) AT COST 31,105 26,937
HUMANA INC (HUM) AT COST 113,706 98,887
IDEXX LABS INC (IDXX) AT COST 63,826 75,487
ILLUMINA INC (ILMN) AT COST 72,409 35,785
INCYTE CORPORATION (INCY) AT COST 18,252 17,330
INSULET CORP (PODD) AT COST 36,269 24,519
INTUITIVE SURGICAL INC (ISRG) AT COST 96,530 199,042
IQVIA HOLDINGS INC (IQV) AT COST 55,042 69,183
JOHNSON & JOHNSON (JNJ) AT COST 680,661 657,681
LABORATORY CORP OF AMERICA HLDG (LH) AT COST 30,697 36,594
ELI LILLY & CO (LLY) AT COST 569,561 776,449
MCKESSON CORPORATION (MCK) AT COST 77,879 99,078
MERCK & CO INC (MRK) AT COST 508,227 473,583
METTLER TOLEDO INTL INC (MTD) AT COST 50,277 41,241
MODERNA INC (MRNA) AT COST 72,947 53,504
MOLINA HEALTHCARE INC (MOH) AT COST 27,197 33,602
REVVITY INC (RVTY) AT COST 25,071 20,878
PFIZER INC (PFE) AT COST 355,691 267,891
QUEST DIAGNOSTICS INC (DGX) AT COST 26,266 26,749
REGENERON PHARMACEUTICALS INC (REGN) AT COST 67,319 154,579
RESMED INC (RMD) AT COST 56,305 41,801
HENRY SCHEIN INC (HSIC) AT COST 15,639 14,991
STRYKER CORP (SYK) AT COST 164,423 173,986
TELEFLEX INC (TFX) AT COST 19,937 19,947
THERMO FISHER SCIENTIFIC INC (TMO) AT COST 357,847 347,667
UNITEDHEALTH GROUP INC (UNH) AT COST 756,897 820,767
UNIVERSAL HEALTH SERVICES INC (UHS) AT COST 15,494 16,768
VERTEX PHARMACEUTICALS INC (VRTX) AT COST 83,909 171,708
WATERS CORP (WAT) AT COST 27,769 30,948
WEST PHARMACEUTICAL SVCS INC (WST) AT COST 43,800 41,902
ZIMMER BIOMET HOLDINGS, INC (ZBH) AT COST 51,150 45,516
ZOETIS INC (ZTS) AT COST 143,548 158,883
ALLEGION PLC (ALLE) AT COST 8,898 10,515
EATON CORP PLC (ETN) AT COST 120,232 171,705
JOHNSON CTLS INTL PLC (JCI) AT COST 62,265 61,675
PENTAIR PLC (PNR) AT COST 14,137 17,959
TRANE TECHNOLOGIES PLC (TT) AT COST 67,818 93,902
AMETEK INC NEW (AME) AT COST 69,249 79,972
AUTOMATIC DATA PROCESSING INC (ADP) AT COST 160,826 175,659
AXON ENTERPRISE INC (AXON) AT COST 26,722 31,258
BOEING CO (BA) AT COST 159,982 251,016
BROADRIDGE FINANCIAL SOL (BR) AT COST 36,343 48,969
BUILDERS FIRSTSOURCE INC (BLDR) AT COST 30,655 31,051
CHROBINSON WORLDWIDE INC (CHRW) AT COST 18,815 15,723
CSX CORP (CSX) AT COST 98,602 109,384
CARRIER GLOBAL CORP (CARR) AT COST 43,505 61,357
CATERPILLAR INC (CAT) AT COST 188,187 264,625
CERIDIAN HCM HOLDING INC (CDAY) AT COST 9,107 10,605
CINTAS CORP (CTAS) AT COST 63,752 83,770
COPART INC (CPRT) AT COST 59,309 74,186
COSTAR GROUP INC (CSGP) AT COST 48,592 57,066
CUMMINS INC (CMI) AT COST 66,268 71,871
DEERE & CO (DE) AT COST 58,417 188,339
DOVER CORP (DOV) AT COST 48,014 52,142
EMERSON ELECTRIC CO (EMR) AT COST 87,089 102,683
EQUIFAX INC (EFX) AT COST 42,870 53,909
EXPEDITORS INTERNATIONAL (EXPD) AT COST 15,018 37,651
FASTENAL CO (FAST) AT COST 46,250 55,573
FEDEX CORPORATION (FDX) AT COST 93,623 104,730
FORTIVE CORP (FTV) AT COST 45,313 52,277
GENERAC HOLDINGS INC (GNRC) AT COST 10,283 12,019
GENERAL DYNAMICS CORP (GD) AT COST 89,997 112,177
GENERAL ELEC CO (GE) AT COST 191,750 247,602
GRAINGER W W INC (GWW) AT COST 45,666 56,351
HONEYWELL INTL INC (HON) AT COST 237,905 254,798
HOWMET AEROSPACE INC (HWM) AT COST 31,054 38,642
HUBBELL INC (HUBB) AT COST 30,052 30,590
HUNT J B TRANSPORT SERVICES INC (JBHT) AT COST 30,756 34,955
HUNTINGTON INGALLS INDS INC (HII) AT COST 19,954 26,743
IDEX CORP (IEX) AT COST 34,656 36,257
ILLINOIS TOOL WORKS INC (ITW) AT COST 117,042 134,899
INGERSOLL RAND INC (IR) AT COST 36,596 49,420
L3 HARRIS TECHNOLOGIES INC (LHX) AT COST 69,455 78,561
LEIDOS HOLDINGS INC-W/I (LDOS) AT COST 18,807 25,545
LOCKHEED MARTIN CORP (LMT) AT COST 185,215 186,735
MASCO CORP (MAS) AT COST 12,228 15,539
NORDSON CORPORATION (NDSN) AT COST 24,995 30,643
NORFOLK SOUTHERN CORP (NSC) AT COST 87,531 102,116
NORTHROP GRUMMAN CORPORATION (NOC) AT COST 115,154 121,716
OLD DOMINION FGHT LINES INC (ODFL) AT COST 48,120 62,421
OTIS WORLDWIDE CORP-W/I (OTIS) AT COST 65,094 68,176
PACCAR INC (PCAR) AT COST 74,303 101,947
PARKER HANNIFIN CORP (PH) AT COST 72,167 102,736
PAYCOM SOFTWARE INC (PAYC) AT COST 29,405 24,186
PAYCHEX INC (PAYX) AT COST 59,434 65,987
QUANTA SVCS INC (PWR) AT COST 51,683 67,330
RTX CORPORATION (RTX) AT COST 267,255 234,246
REPUBLIC SVCS INC (RSG) AT COST 59,633 67,448
ROBERT HALF INC (RHI) AT COST 9,690 12,573
ROCKWELL AUTOMATION INC (ROK) AT COST 63,107 70,479
ROLLINS INC (ROL) AT COST 12,874 13,450
SMITH A O CORP (AOS) AT COST 9,266 11,047
SNAP ON INC (SNA) AT COST 29,484 32,928
STANLEY BLACK & DECKER INC (SWK) AT COST 20,650 23,642
TEXTRON INC (TXT) AT COST 28,802 35,385
3M COMPANY (MMM) AT COST 103,507 111,397
TRANSDIGM GROUP INC (TDG) AT COST 72,922 96,102
UBER TECHNOLOGIES INC (UBER) AT COST 204,722 203,181
UNION PACIFIC CORP (UNP) AT COST 210,061 262,568
UNITED PARCEL SERVICE CL B (UPS) AT COST 229,945 208,487
UNITED RENTALS INC (URI) AT COST 40,404 70,531
VERALTO CORP-W/I (VLTO) AT COST 31,281 30,354
VERISK ANALYTICS INC (VRSK) AT COST 53,784 62,104
WABTEC CORP (WAB) AT COST 35,579 46,445
WASTE MANAGEMENT INC (WM) AT COST 114,787 122,684
XYLEM INC (XYL) AT COST 40,973 44,029
ACCENTURE PLC CLASS A (ACN) AT COST 282,480 372,316
SEAGATE TECHNOLOGY HOLDINGS (STX) AT COST 14,498 22,623
TE CONNECTIVITY LTD (TEL) AT COST 79,297 93,433
NXP SEMICONDUCTORS (NXPI) AT COST 77,758 109,328
ADOBE INC (ADBE) AT COST 253,526 451,626
ADVANCED MICRO DEVICES INC (AMD) AT COST 238,532 396,533
AKAMAI TECHNOLOGIES (AKAM) AT COST 16,607 25,445
AMPHENOL CORP NEW (APH) AT COST 91,537 122,029
ANALOG DEVICES INC (ADI) AT COST 158,591 173,541
ANSYS INC (ANSS) AT COST 42,343 50,440
APPLE INC (AAPL) AT COST 4,062,596 4,723,531
APPLIED MATERIALS INC (AMAT) AT COST 164,022 236,784
ARISTA NETWORKS INC (ANET) AT COST 57,452 100,092
AUTODESK INC (ADSK) AT COST 22,316 90,575
BROADCOM INC (AVGO) AT COST 466,643 821,560
CDW CORP/DE (CDW) AT COST 39,379 54,784
CADENCE DESIGN SYSTEMS INC (CDNS) AT COST 89,440 118,209
CISCO SYSTEMS INC (CSCO) AT COST 318,069 351,063
COGNIZANT TECHNOLOGY SOLUTIONS (CTSH) AT COST 50,303 60,500
CORNING INC (GLW) AT COST 31,983 31,089
ENPHASE ENERGY INC (ENPH) AT COST 40,321 35,281
EPAM SYSTEMS INC (EPAM) AT COST 24,858 27,355
FAIR ISAAC CORPORATION (FICO) AT COST 28,884 45,396
F5 INC (FFIV) AT COST 14,197 19,330
FIRST SOLAR INC (FSLR) AT COST 29,773 29,977
FORTINET INC (FTNT) AT COST 60,298 57,711
GARTNER INC (IT) AT COST 39,707 59,095
HP INC (HPQ) AT COST 33,530 34,393
HEWLETT PACKARD ENTERPRISE CO (HPE) AT COST 7,110 8,762
INTEL CORP (INTC) AT COST 218,144 345,670
INTERNATIONAL BUSINESS MACHS (IBM) AT COST 193,144 258,573
INTUIT SOFTWARE (INTU) AT COST 194,444 287,514
JABIL INC (JBL) AT COST 21,331 20,766
JUNIPER NETWORKS INC (JNPR) AT COST 3,021 3,125
KLA CORP (KLAC) AT COST 85,802 133,699
KEYSIGHT TECHNOLOGIES IN-W/I (KEYS) AT COST 42,800 48,363
LAM RESEARCH CORP (LRCX) AT COST 115,162 176,234
MICROSOFT CORP (MSFT) AT COST 2,815,590 4,675,681
MICROCHIP TECHNOLOGY INC (MCHP) AT COST 69,023 82,244
MICRON TECHNOLOGY INC (MU) AT COST 108,394 153,271
MONOLITHIC POWER SYSTEMS INC (MPWR) AT COST 35,208 48,570
MOTOROLA SOLUTIONS INC (MSI) AT COST 82,741 88,918
NETAPP INC (NTAP) AT COST 18,714 26,448
GEN DIGITAL INC (GEN) AT COST 1,565 2,168
NVIDIA CORP (NVDA) AT COST 188,819 2,047,735
ON SEMICONDUCTOR CORPORATION (ON) AT COST 53,480 57,636
ORACLE CORP (ORCL) AT COST 124,148 284,450
PTC INC (PTC) AT COST 22,541 31,493
PALO ALTO NETWORKS INC (PANW) AT COST 124,886 151,863
QORVO INC (QRVO) AT COST 15,373 18,355
QUALCOMM (QCOM) AT COST 126,614 279,570
ROPER TECHNOLOGIES INC (ROP) AT COST 78,695 94,860
SALESFORCE INC (CRM) AT COST 247,412 433,918
SERVICE NOW INC (NOW) AT COST 148,079 238,087
SKYWORKS SOLUTIONS INC (SWKS) AT COST 28,597 31,702
SYNOPSYS INC (SNPS) AT COST 90,412 126,668
TELEDYNE TECHNOLOGIES INC (TDY) AT COST 33,453 36,596
TERADYNE INCORPORATED (TER) AT COST 20,429 24,634
TEXAS INSTRUMENTS INC (TXN) AT COST 254,590 267,963
TRIMBLE INCORPORATED (TRMB) AT COST 10,371 11,651
TYLER TECHNOLOGIES INC (TYL) AT COST 27,739 30,105
VERISIGN INC (VRSN) AT COST 36,841 34,395
WESTERN DIGITAL CORP (WDC) AT COST 13,941 22,205
ZEBRA TECHNOLOGIES CORP CLASS A (ZBRA) AT COST 22,500 23,506
NEW LINDE PLC (LIN) AT COST 310,504 354,032
AIR PRODUCTS & CHEMICALS INC (APD) AT COST 129,781 122,389
ALBEMARLE CORP (ALB) AT COST 43,467 36,842
AVERY DENNISON CORP (AVY) AT COST 31,140 37,400
BALL CORPORATION (BALL) AT COST 29,864 28,760
CELANESE CORP (CE) AT COST 24,050 36,978
CORTEVA INC-W/I (CTVA) AT COST 87,797 73,222
DUPONT DE NEMOURS INC-WI (DD) AT COST 65,334 78,469
ECOLAB INC (ECL) AT COST 85,543 98,778
FMC CORPORATION NEW (FMC) AT COST 37,871 21,311
FREEPORT-MCMORAN INC (FCX) AT COST 88,460 107,319
INTERNATIONAL FLAVORS & (IFF) AT COST 43,371 37,003
INTERNATIONAL PAPER CO (IP) AT COST 6,456 6,905
MARTIN MARIETTA MATLS INC (MLM) AT COST 41,230 52,884
MOSAIC CO/THE (MOS) AT COST 25,840 24,011
NEWMONT CORP (NEM) AT COST 88,253 76,406
NUCOR CORP (NUE) AT COST 71,647 89,283
PPG INDUSTRIES INC (PPG) AT COST 65,766 72,980
PACKGING CORP PKG (PKG) AT COST 33,972 41,379
SHERWIN-WILLIAMS CO (SHW) AT COST 95,615 131,622
STEEL DYNAMICS INC (STLD) AT COST 40,708 49,838
VULCAN MATERIALS CO (VMC) AT COST 59,605 70,827
ALEXANDRIA REAL ESTATE EQUITIES (ARE) AT COST 44,301 45,764
AMERICAN TOWER CORP (AMT) AT COST 160,135 177,669
AVALONBAY COMMUNITIES INC (AVB) AT COST 58,841 61,970
BOSTON PPTYS INC (BXP) AT COST 20,917 24,981
CBRE GROUP INC (CBRE) AT COST 41,651 52,689
CAMDEN PROPERTY (CPT) AT COST 22,865 20,851
CROWN CASTLE INC (CCI) AT COST 91,777 90,194
DIGITAL RLTY TR INC (DLR) AT COST 48,448 67,694
EQUINIX INC (EQIX) AT COST 123,516 136,916
EQUITY RESIDENTIAL (EQR) AT COST 41,326 40,549
ESSEX PPTY TR INC (ESS) AT COST 33,998 38,927
EXTRA SPACE STORAGE INC (EXR) AT COST 56,675 62,689
FEDERAL REALTY INVS TRUST (FRT) AT COST 20,161 21,641
HOST HOTELS & RESORTS INC (HST) AT COST 4,864 5,529
INVITATION HOMES INC (INVH) AT COST 20,289 20,705
IRON MOUNTAIN INC (IRM) AT COST 26,772 33,660
MID AMER APT CMNTYS INC (MAA) AT COST 42,051 37,783
PROLOGIS INC (PLD) AT COST 201,125 216,213
PUBLIC STORAGE (PSA) AT COST 88,204 92,720
REALTY INCOME CORP (O) AT COST 71,611 66,378
REGENCY CENTERS CORP (REG) AT COST 22,021 24,589
SBA COMMUNICATIONS CORP (SBAC) AT COST 44,253 47,186
SIMON PROPERTY GROUP INC (SPG) AT COST 65,543 87,153
UDR INC (UDR) AT COST 10,215 9,726
VENTAS INC (VTR) AT COST 30,118 31,499
VICI PROPERTIES INC (VICI) AT COST 49,598 48,713
WELLTOWER INC (WELL) AT COST 63,084 73,308
WEYERHAEUSER CO (WY) AT COST 29,372 35,326
AT&T INC (T) AT COST 189,089 187,684
ALPHABET INC/CA-CL C (GOOG) AT COST 426,764 1,189,731
ALPHABET INC/CA-CL A (GOOGL) AT COST 473,653 1,379,578
CHARTER COMMUNICATIONS INC-A (CHTR) AT COST 61,541 68,796
COMCAST CORPORATION CL A (CMCSA) AT COST 280,472 304,845
DISNEY WALT CO (DIS) AT COST 412,182 287,483
ELECTRONIC ART (EA) AT COST 54,991 60,333
META PLATFORMS INC (META) AT COST 466,771 1,318,147
FOX CORP - CLASS A - W/I (FOXA) AT COST 1,440 1,365
FOX CORP- CLASS B (FOX) AT COST 17,938 17,281
INTERPUBLIC GROUP COMPANIES INC (IPG) AT COST 16,746 15,960
LIVE NATION ENTERTAINMENT INC (LYV) AT COST 11,015 15,256
MATCH GROUP INC (MTCH) AT COST 7,937 8,577
NETFLIX INC (NFLX) AT COST 234,003 356,396
OMNICOM GROUP (OMC) AT COST 32,912 32,527
T-MOBILE US INC (TMUS) AT COST 142,831 162,093
TAKE TWO INTERACTIVE SOFTWARE (TTWO) AT COST 30,470 40,720
VERIZON COMMUNICATIONS INC (VZ) AT COST 270,858 272,985
PARAMOUNT GLOBAL CLASS B (PARA) AT COST 9,773 8,578
WARNER BROS DISCOVERY INC - A (WBD) AT COST 36,286 33,195
AMERICAN WATER WORKS CO INC (AWK) AT COST 115,656 103,876
ATMOS ENERGY CORP (ATO) AT COST 120,061 118,449
CONSOLIDATED EDISON INC (ED) AT COST 186,594 172,479
EVERSOURCE ENERGY (ES) AT COST 162,035 130,723
EXELON CORPORATION (EXC) AT COST 132,956 111,828
NEXTERA ENERGY INC (NEE) AT COST 292,134 235,549
SEMPRA (SRE) AT COST 156,763 152,747
JACOBS SOLUTIONS INC (J) AT COST 35,162 39,589

TY 2023 LandEtcSchedule2
Name:
The Stanley Foundation dba
 
Stanley Center for Peace and Security
EIN:
42-6071036
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
Equipment & fixtures 1,176,259 146,659 1,029,600 1,029,600
Building 12,644,481 252,890 12,391,591 12,391,591
Land 60,390 0 60,390 60,390


TY 2023 LegalFeesSchedule
Name:
The Stanley Foundation dba
 
Stanley Center for Peace and Security
EIN:
42-6071036
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Legal fees 68,433 0 0 68,433


TY 2023 OtherExpensesSchedule
Name:
The Stanley Foundation dba
 
Stanley Center for Peace and Security
EIN:
42-6071036
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Insurance 44,621 0 0 44,621
Maintenance 17,768 0 0 17,768
Outside Services 98,544 0 0 98,544
Dues and Subscriptions 37,873 0 0 37,873
Miscellaneous 12,558 0 0 12,558
Supplies 59,336 0 0 59,336
Telephone 59,786 0 0 59,786
Recruitment 22,416 0 0 22,416
Fees 465,954 0 0 465,954
Postage 11,525 0 0 11,525
Advertising 30 0 0 30
Honoraria and Stipends 135,862 0 0 135,862
Housing and Board 742,877 0 0 742,877
Audio Visual 62,717 0 0 62,717
Catering/Meals 195,123 0 0 195,123
Small Equipment 75,144 0 0 75,144


TY 2023 OtherIncomeSchedule2
Name:
The Stanley Foundation dba
 
Stanley Center for Peace and Security
EIN:
42-6071036
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Other Income 3,582 3,582 3,582


TY 2023 OtherProfessionalFeesSchedule
Name:
The Stanley Foundation dba
 
Stanley Center for Peace and Security
EIN:
42-6071036
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Broker fees 623,019 623,019 0 0
Consultants 207,584 0 0 207,584
Other Investment Expense 169,967 169,967 0 0


TY 2023 TaxesSchedule
Name:
The Stanley Foundation dba
 
Stanley Center for Peace and Security
EIN:
42-6071036
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Federal Excise Tax 260,000 0 0 260,000