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
PAUL & EDITH BABSON FOUNDATION 106846-000
 
Number and street (or P.O. box number if mail is not delivered to street address)1100 NORTH MARKET STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WILMINGTON, DE198900001
A Employer identification number

04-6037891
B Telephone number (see instructions)

(617) 457-2050
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$14,447,488J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 7,297 7,297  
4 Dividends and interest from securities... 325,512 323,825  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 154,831
b Gross sales price for all assets on line 6a 1,967,392
7 Capital gain net income (from Part IV, line 2)... 154,831
8 Net short-term capital gain......... 0
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)....... 2,012    
12 Total. Add lines 1 through 11........ 489,652 485,953  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
118,556 85,856   32,700
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,008 3,952   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
157 32   125
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 122,721 89,840 0 32,825
25 Contributions, gifts, grants paid....... 644,169 644,169
26 Total expenses and disbursements. Add lines 24 and 25 766,890 89,840 0 676,994
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -277,238
b Net investment income (if negative, enter -0-) 396,113
c Adjusted net income (if negative, enter -0-)... 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.............   6,699 6,699
2 Savings and temporary cash investments......... 102,353 237,005 237,005
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
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 arrow0      
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)....... 4,224,746 Click to see attachment
List of Attached Documents:
// Content
4,607,480 		12,129,165
c Investments—corporate bonds (attach schedule).......   Click to see attachment
List of Attached Documents:
// Content
2,323,580 		2,074,619
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).......... 3,122,998   0
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) 7,450,097 7,174,764 14,447,488
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
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........ 7,450,097 7,174,764
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)..... 7,450,097 7,174,764
30 Total liabilities and net assets/fund balances (see instructions). 7,450,097 7,174,764
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
7,450,097
2
Enter amount from Part I, line 27a .....................
2
-277,238
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
11,537
4
Add lines 1, 2, and 3 ..........................
4
7,184,396
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
9,632
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,174,764
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 61. ABBOTT LABORATORIES COMMON ~   2020-11-18 2023-02-13
b 28. ABBOTT LABORATORIES COMMON ~   2020-11-18 2023-05-16
c 127. ABBOTT LABORATORIES COMMON ~     2023-08-16
d 233. ABBOTT LABORATORIES COMMON ~     2023-08-16
e 50. ABBVIE INC     2023-03-28
18. ADOBE SYSTEMS INCORPORATED   2020-11-18 2023-06-06
12. ADOBE SYSTEMS INCORPORATED     2023-08-16
107. ALBEMARLE CORP COM     2023-10-20
28. ALBEMARLE CORP COM   2022-09-28 2023-10-20
1029. ALLEGRO MICROSYSTEMS INC     2023-11-01
323. ALLSTATE CORP   2022-03-24 2023-03-28
58. ALPHABET INC CL A     2023-06-06
38. AMERICAN EXPRESS CO     2023-02-13
122. AMERICAN TOWER CORP CL A     2023-05-16
30. ANALOG DEVICES INC   2022-01-10 2023-06-06
227. ANALOG DEVICES INC   2022-01-10 2023-08-28
30. ELEVANCE HEALTH INC   2023-02-13 2023-10-20
51. ELEVANCE HEALTH INC   2023-02-13 2023-11-01
34. AVERY DENNISON CORP COM   2020-11-18 2023-02-13
110. AVERY DENNISON CORP COM     2023-05-16
474. BEST BUY COMPANY INC     2023-05-16
5971.516 BLACKROCK EVENT DRIVEN EQ FD CL I   2021-03-02 2023-09-06
970. BORG WARNER INC COM     2023-12-26
54. CDW CORP   2020-11-18 2023-02-13
195. CDW CORP     2023-06-06
195. CHENIERE ENERGY INC     2023-08-16
69. CISCO SYS INC COM   2022-01-10 2023-08-16
88. COMCAST CORP NEW A   2021-10-07 2023-05-16
1968. COMCAST CORP NEW A   2014-05-02 2023-06-05
396. CROCS INC     2023-08-16
541. D R HORTON INC     2023-02-13
61. DARLING INGREDIENTS INC   2023-02-13 2023-10-20
503. DARLING INGREDIENTS INC     2023-10-20
10. DEERE & CO COM     2023-08-16
84. WALT DISNEY CO COM   2022-12-01 2023-02-13
56. EVERSOURCE ENERGY   2023-02-13 2023-10-20
354. EVERSOURCE ENERGY     2023-10-20
97. FISERV INC   2022-12-01 2023-03-28
587. FORTINET INC   2023-06-06 2023-10-20
929. GE HEALTHCARE TECHNOLOGIES INC   1980-12-23 2023-02-23
233. GE AEROSPACE   1980-12-23 2023-06-05
52. GENERAL MILLS INC COM   2020-11-18 2023-02-13
73. W W GRAINGER INC COM     2023-08-16
145. HA SUSTAINABLE INFRA CAP INC   2020-11-18 2023-02-13
13. HOME DEPOT INC COM   2020-11-18 2023-02-13
54. HOME DEPOT INC COM     2023-03-28
151. INTERPUBLIC GROUP COS INC COM   2021-10-07 2023-05-16
73. IRON MOUNTAIN INC REIT   2022-03-24 2023-05-16
62. LAM RESEARCH CORP COMMON     2023-02-13
72. MONDELEZ INTERNATIONAL INC   2020-11-18 2023-05-16
117. MONDELEZ INTERNATIONAL INC   2023-02-13 2023-06-06
375. MONDELEZ INTERNATIONAL INC     2023-06-06
470. MORGAN STANLEY GROUP INC     2023-02-13
21. NEXTERA ENERGY INC   2020-11-18 2023-05-16
39. NORFOLK SOUTHERN CORPORATION     2023-03-07
144. NORFOLK SOUTHERN CORPORATION     2023-03-07
140. OVINTIV INC   2022-12-01 2023-05-16
38. OVINTIV INC   2022-12-01 2023-08-16
315. OVINTIV INC   2022-06-17 2023-08-16
1000. PNC FINANCIAL SERVICES GROUP INC   2014-10-16 2023-06-05
139. PACKAGING CORP OF AMER COM   2022-09-28 2023-05-16
194. PHINIA INC     2023-07-24
19. PIONEER NATURAL RESOURCES COMMON   2020-11-18 2023-10-20
38. REGAL REXNORD CORPORATION     2023-02-13
103. TAPESTRY INC   2022-03-24 2023-02-13
51. THERMO FISHER SCIENTIFIC INC     2023-02-13
36. THERMO FISHER SCIENTIFIC INC     2023-02-13
173. TRACTOR SUPPLY COMPANY     2023-02-13
168. TRUIST FINANCIAL CORP     2023-05-16
751. TRUIST FINANCIAL CORP     2023-05-16
53. ULTA BEAUTY INC.     2023-11-01
62. ULTA BEAUTY INC.     2023-11-01
7. UNITEDHEALTH GROUP INC   2022-03-24 2023-06-06
105. WEBSTER FINL CORP WATERBURY COM   2023-02-13 2023-06-06
84. WEBSTER FINL CORP WATERBURY COM   2023-02-13 2023-08-16
12778.344 WILMINGTON REAL ASSET FUND-I   2021-03-02 2023-06-06
720.247 WILMINGTON INTERNATIONAL FUND-I   2022-12-12 2023-11-16
33917.48 WILMINGTON INTERNATIONAL FUND-I     2023-11-16
11. ACCENTURE PLC- CL A   2020-11-18 2023-08-16
213. STERIS PLC   2022-08-31 2023-02-13
17. TE CONNECTIVITY LTD   2021-06-24 2023-02-13
51. TE CONNECTIVITY LTD   2021-06-24 2023-10-20
. JP MORGAN ADR FX CLASS ACTION     2023-04-06
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(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 6,614   6,914 -300
b 3,063   3,174 -111
c 13,305   13,438 -133
d 24,409   20,975 3,434
e 7,893   4,609 3,284
7,801   8,387 -586
6,209   5,502 707
15,320   24,926 -9,606
4,009   7,477 -3,468
26,241   43,808 -17,567
34,348   44,459 -10,111
7,303   7,157 146
6,778   5,571 1,207
23,833   23,641 192
5,211   5,022 189
40,926   38,000 2,926
13,911   14,813 -902
22,824   25,183 -2,359
6,198   5,102 1,096
18,722   9,355 9,367
33,873   39,662 -5,789
58,700   59,954 -1,254
34,873   40,349 -5,476
11,156   7,459 3,697
32,938   8,299 24,639
31,704   30,374 1,330
3,658   4,204 -546
3,530   5,064 -1,534
77,458   51,179 26,279
38,787   45,572 -6,785
53,447   29,193 24,254
2,604   4,027 -1,423
21,468   35,521 -14,053
4,311   3,531 780
9,064   8,202 862
3,024   4,489 -1,465
19,116   30,548 -11,432
10,780   10,156 624
33,535   41,805 -8,270
67,426   6,525 60,901
24,431   1,822 22,609
3,961   3,184 777
52,195   34,666 17,529
5,018   7,319 -2,301
4,125   3,517 608
15,161   12,128 3,033
5,409   5,707 -298
4,076   3,816 260
31,503   12,872 18,631
5,578   4,231 1,347
8,669   7,744 925
27,785   15,153 12,632
46,336   23,497 22,839
1,616   1,624 -8
8,559   9,701 -1,142
31,604   27,815 3,789
4,656   7,915 -3,259
1,819   2,148 -329
15,079   15,645 -566
123,937   79,158 44,779
17,831   15,949 1,882
5,262   5,586 -324
4,851   1,828 3,023
5,870   4,322 1,548
4,560   3,883 677
29,306   28,599 707
20,686   14,205 6,481
40,512   19,384 21,128
4,674   7,887 -3,213
20,892   38,172 -17,280
19,918   23,759 -3,841
23,301   25,474 -2,173
3,482   3,533 -51
3,928   5,743 -1,815
3,578   4,594 -1,016
167,780   190,365 -22,585
5,841   5,719 122
275,071   309,772 -34,701
3,400   2,659 741
41,194   42,898 -1,704
2,214   2,268 -54
6,078   6,804 -726
30     30
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
      975
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       -300
b       -111
c       -133
d       3,434
e       3,284
      -586
      707
      -9,606
      -3,468
      -17,567
      -10,111
      146
      1,207
      192
      189
      2,926
      -902
      -2,359
      1,096
      9,367
      -5,789
      -1,254
      -5,476
      3,697
      24,639
      1,330
      -546
      -1,534
      26,279
      -6,785
      24,254
      -1,423
      -14,053
      780
      862
      -1,465
      -11,432
      624
      -8,270
      60,901
      22,609
      777
      17,529
      -2,301
      608
      3,033
      -298
      260
      18,631
      1,347
      925
      12,632
      22,839
      -8
      -1,142
      3,789
      -3,259
      -329
      -566
      44,779
      1,882
      -324
      3,023
      1,548
      677
      707
      6,481
      21,128
      -3,213
      -17,280
      -3,841
      -2,173
      -51
      -1,815
      -1,016
      -22,585
      122
      -34,701
      741
      -1,704
      -54
      -726
      30
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 154,831
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 5,506
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 5,506
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 5,506
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 7,100
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,100
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,594
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,594 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$   (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 arrowMA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowWILMINGTON TRUST COMPANY Telephone no.right arrow (302) 651-1040

Located atright arrow1100 NORTH MARKET STREETWILMINGTONDE ZIP+4right arrow198900001
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
SENANI BABSON TRUSTEE
1 		0    
1100 NORTH MARKET STREET
WILMINGTON,DE19890
PHILIP HALL CO GMA FOUNDATIONS TRUSTEE
1 		0    
2 LIBERTY SQUARE SUITE 500
BOSTON,MA02109
MAITHRI BABSON TRUSTEE
1 		0    
1100 NORTH MARKET STREET
WILMINGTON,DE19890
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
Wilmington Trust Company INVESTMENT MANAGEMEN 85,856
1100 NORTH MARKET STREET
WILMINGTON,DE19890
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right 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
13,836,553
b
Average of monthly cash balances.......................
1b
157,880
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
13,994,433
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
13,994,433
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
209,916
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
13,784,517
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
689,226
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
689,226
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
5,506
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,506
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
683,720
4
Recoveries of amounts treated as qualifying distributions................
4
4,000
5
Add lines 3 and 4............................
5
687,720
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
687,720
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
676,994
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
676,994
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 7 687,720
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 13,862
b From 2019...... 0
c From 2020...... 0
d From 2021...... 10,058
e From 2022...... 0
f Total of lines 3a through e ........ 23,920
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 676,994
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 676,994
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 10,726 10,726
(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 13,194
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		3,136
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		10,058
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 10,058
d Excess from 2022.... 0
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).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
GMA FOUNDATIONS ATTN ANNA DOGGETT
2 LIBERTY SQUARE SUITE 500
BOSTON,MA02109
(617) 426-7075
bThe form in which applications should be submitted and information and materials they should include:
TWO COPIES OF THE AGM OR NGG COMMON GRANT APPLICATION
cAny submission deadlines:
POSTMARKED BY APRIL 1 OR SEPT 25
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
WITH FEW EXCEPTIONS, PREFERENCE IS GIVEN TO MASSACHUSETTS CHARITIES AND EDUCATIONAL ORGANIZATIONS
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

SEE ATTACHED LIST OF GRANTS

1100 NORTH MARKET STREET
WILMINGTON,DE19890 		NONE PUBLIC CHARITY GENERAL PURPOSE 644,169
Total .................................right arrow 3a 644,169
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 7,297  
4 Dividends and interest from securities ....     14 325,512  
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 ............ 		    18 154,831  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER REVENUE 		    14 2,012  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   489,652  
13Total. Add line 12, columns (b), (d), and (e)..................
13
489,652
(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.
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with the preparer shown below?
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Signature of officer or trustee Date Title
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Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


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Form 990-PF (2023)
Additional Data


Software ID:  
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Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 InvestmentsCorpBondsSchedule
Name:
PAUL & EDITH BABSON FOUNDATION 106846-000
EIN:
04-6037891
Name of Bond End of Year Book Value End of Year Fair Market Value
24524282 AMERICAN BEACON SIM H 305,416 317,309
592905509 METWEST TOTAL RETURN 935,510 800,272
97181C811 WILMINGTON BROAD MAR 1,082,654 957,038

TY 2023 InvestmentsCorpStockSchedule
Name:
PAUL & EDITH BABSON FOUNDATION 106846-000
EIN:
04-6037891
Name of Stock End of Year Book Value End of Year Fair Market Value
00287Y109 ABBVIE INC 21,145 39,672
00724F101 ADOBE INC 26,023 52,501
02079K305 ALPHABET INC CL A 225,008 981,741
09250J734 BLACKROCK EVENT DRIV 192,871 199,228
101137107 BOSTON SCIENTIFIC CO 39,017 47,404
110122108 BRISTOL-MYERS SQUIBB 40,516 30,889
126408103 CSX CORP COMMON 40,351 45,972
126650100 CVS HEALTH CORPORATI 32,458 38,217
127387108 CADENCE DESIGN SYS I 30,024 40,038
17275R102 CISCO SYSTEMS INC 50,592 43,144
191216100 COCA COLA CO COM 8,140 335,901
20030N101 COMCAST CORP NEW A 84,504 113,922
20825C104 CONOCOPHILLIPS 13,522 29,018
22788C105 CROWDSTRIKE HOLDINGS 24,140 33,702
244199105 DEERE & CO COMMON 44,723 49,984
25816109 AMERICAN EXPRESS CO 32,043 43,838
291011104 EMERSON ELECTRIC CO 20,300 681,310
32654105 ANALOG DEVICES INC 192,706 574,236
337738108 FISERV INC 28,994 39,852
369604301 GENERAL ELECTRIC CO 19,975 325,967
370334104 GENERAL MILLS INC 37,280 44,491
37833100 APPLE INC 127,436 1,060,648
388689101 GRAPHIC PACKAGING HO 30,818 30,122
41068X100 HANNON ARMSTRONG SUS 46,275 38,915
437076102 HOME DEPOT INC COM 33,115 50,943
460690100 INTERPUBLIC GROUP CO 39,876 44,227
46266C105 IQVIA HOLDINGS INC 31,290 33,781
46284V101 IRON MOUNTAIN INC RE 29,956 40,099
464287648 ISHARES RUSSELL 2000 304,570 567,495
46432F842 ISHARES CORE MSCI EA 469,158 499,485
46434G863 ISHARES ESG AWARE MS 153,382 112,210
478160104 JOHNSON & JOHNSON 9,523 666,145
494368103 KIMBERLY CLARK CORP 43,811 43,744
52800109 AUTOLIV INC 25,763 25,784
532457108 ELI LILLY & CO 17,761 18,653
533900106 LINCOLN ELECTRIC HLD 46,730 53,713
550021109 LULULEMON ATHLETICA 41,915 54,708
58933Y105 MERCK & CO INC 103,923 891,348
594918104 MICROSOFT CORP 37,973 104,163
595017104 MICROCHIP TECHNOLOGY 43,279 49,058
64058100 BANK NEW YORK MELLON 38,712 50,489
65339F101 NEXTERA ENERGY INC 27,772 28,123
66987V109 NOVARTIS AG ADR 175,513 403,880
67066G104 NVIDIA CORP COM 42,298 45,065
713448108 PEPSICO INC COM 8,744 733,709
723787107 PIONEER NATURAL RESO 9,804 29,684
736508847 PORTLAND GENERAL ELE 24,840 26,437
742718109 PROCTER & GAMBLE CO 15,633 769,188
745867101 PULTE GROUP INC 47,771 58,526
758750103 REGAL REXNORD CORPOR 26,260 43,370
759351604 REINSURANCE GROUP OF 35,503 42,872
79466L302 SALESFORCE INC 30,362 38,682
799926100 SANDOZ GROUP AG SPON 9,879 25,608
81762P102 SERVICENOW INC 29,701 36,031
85254J102 STAG INDUSTRIAL REIT 22,497 25,401
871829107 SYSCO CORP COMMON 47,929 49,436
876030107 TAPESTRY INC 53,091 55,694
91324P102 UNITEDHEALTH GROUP I 40,682 44,223
922908751 VANGUARD SMALL-CAP E 277,445 535,458
92826C839 VISA INC 36,458 48,946
947890109 WEBSTER FINL CORP WA 45,951 50,100
97181C332 WILMINGTON GLOBAL AL 164,096 186,446
97181C431 WILMINGTON REAL ASSE 408,877 428,439
98138H101 WORKDAY INC-A 24,744 43,341
G1151C101 ACCENTURE PLC- CL A 25,275 46,671
G48833118 WEATHERFORD INTERNAT 32,357 36,784
G54950103 LINDE PLC 23,321 25,875
G6700G107 NVENT ELECTRIC PLC 7,325 7,327
H84989104 TE CONNECTIVITY LTD 33,754 37,092

TY 2023 InvestmentsOtherSchedule2
Name:
PAUL & EDITH BABSON FOUNDATION 106846-000
EIN:
04-6037891
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
YB BOOK VALUE TOTAL      

TY 2023 OtherDecreasesSchedule
Name:
PAUL & EDITH BABSON FOUNDATION 106846-000
EIN:
04-6037891
Description Amount
2023 TRANSACTION POSTED IN 2024 9,452
ROC ADJ FOR 2023 ADJ IN 2024 36
ROUNDING/BASIS ADJUSTMENT 144


TY 2023 OtherExpensesSchedule
Name:
PAUL & EDITH BABSON FOUNDATION 106846-000
EIN:
04-6037891
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE INCOME TAXES - PRINCIPAL 125 0   125
OTHER EXPENSE (NON-DEDUCTIBLE 32 32   0


TY 2023 OtherIncreasesSchedule
Name:
PAUL & EDITH BABSON FOUNDATION 106846-000
EIN:
04-6037891
Description Amount
2022 TRANSACTION POSTED IN 2023 6,467
RECOVERY GRANTS CONSIDERED AS QUAL DIST 4,000
ADJUSTMENT TO INCOME 1,070


TY 2023 OtherProfessionalFeesSchedule
Name:
PAUL & EDITH BABSON FOUNDATION 106846-000
EIN:
04-6037891
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER PROFESSIONAL FEES 118,556 85,856   32,700


TY 2023 TaxesSchedule
Name:
PAUL & EDITH BABSON FOUNDATION 106846-000
EIN:
04-6037891
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,024 2,024   0
FEDERAL ESTIMATES - PRINCIPAL 56 0   0
FOREIGN TAXES ON QUALIFIED FOR 1,612 1,612   0
FOREIGN TAXES ON NONQUALIFIED 316 316   0