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
PHILO & SARAH BLAISDELL FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)2 MAIN ST SUITE 410
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BRADFORD, PA16701
A Employer identification number

25-6035748
B Telephone number (see instructions)

(814) 362-6340
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$12,339,857J 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) 15,710
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 217,677 217,677  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 425,700
b Gross sales price for all assets on line 6a 1,868,462
7 Capital gain net income (from Part IV, line 2)... 425,700
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
25    
12 Total. Add lines 1 through 11........ 659,112 643,377  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 55,932 18,644   37,288
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 4,633     4,633
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,622 5,960   662
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
90,201 90,201    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,599 274    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 14,136 2,697   11,439
21 Travel, conferences, and meetings....... 6,538     6,538
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
44,183     44,183
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 224,844 117,776   104,743
25 Contributions, gifts, grants paid....... 472,632 472,632
26 Total expenses and disbursements. Add lines 24 and 25 697,476 117,776   577,375
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -38,364
b Net investment income (if negative, enter -0-) 525,601
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 27,979 38,539 38,539
2 Savings and temporary cash investments......... 189,221 314,949 314,949
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,103,542 Click to see attachment
List of Attached Documents:
// Content
1,098,647 		980,960
b Investments—corporate stock (attach schedule)....... 4,975,452 Click to see attachment
List of Attached Documents:
// Content
4,842,359 		7,689,957
c Investments—corporate bonds (attach schedule)....... 3,560,621 Click to see attachment
List of Attached Documents:
// Content
3,525,783 		3,315,452
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,856,815 9,820,277 12,339,857
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) Click to see attachment
List of Attached Documents:
// Content
19,105 		Click to see attachment
List of Attached Documents:
// Content
20,931
23 Total liabilities (add lines 17 through 22)......... 19,105 20,931
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........... 9,837,710 9,799,346
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)..... 9,837,710 9,799,346
30 Total liabilities and net assets/fund balances (see instructions). 9,856,815 9,820,277
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
9,837,710
2
Enter amount from Part I, line 27a .....................
2
-38,364
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
9,799,346
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,799,346
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b PUBLICLY TRADED 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 241,952   314,796 -72,844
b 1,626,510   1,127,966 498,544
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       -72,844
b       498,544
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 2 425,700
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 7,306
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 7,306
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 7,306
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 5,793
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 6,100
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 11,893
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 50
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 4,537
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow4,537 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowPA
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 arrowRONALD L ORRIS Telephone no.right arrow (814) 362-6340

Located atright arrow410 SENECA BUILDINGBRADFORDPA ZIP+4right arrow16701
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
 
 
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
RICHARD E MCDOWELL TRUSTEE
0.00 		0 0 0
19 SCHOOL STREET
BRADFORD,PA16701
GRANT DUKE TRUSTEE
1.00 		0 0 0
138 KENNEDY ST
BRADFORD,PA16701
GEORGE B DUKE CHAIRMAN
1.00 		0 0 0
580 EAST MAIN STREET
BRADFORD,PA16701
HARRIETT B WICK TRUSTEE
0.00 		0 0 0
232 INTERSTATE PARKWAY
BRADFORD,PA16701
MARK A PAUP TRUSTEE
1.00 		0 0 0
109 W WARREN RD
BRADFORD,PA16701
RONALD L ORRIS EXECUTIVE DI
15.00 		55,932 0 0
410 SENECA BUILDING
BRADFORD,PA16701
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  
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 N/A  
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
11,656,309
b
Average of monthly cash balances.......................
1b
33,259
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
11,689,568
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
11,689,568
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
175,344
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
11,514,224
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
575,711
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
575,711
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
7,306
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,306
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
568,405
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
568,405
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
568,405
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
577,375
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
577,375
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 7 568,405
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...... 5,699
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022...... 84,882
f Total of lines 3a through e ........ 90,581
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 577,375
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..... 568,405
e Remaining amount distributed out of corpus 8,970
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 99,551
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 .......... 		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) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		5,699
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		93,852
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022.... 84,882
e Excess from 2023.... 8,970
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:
PHILO SARAH BLAISDELL FOUNDATION
2 MAIN ST SUITE 410
BRADFORD,PA16701
(814) 362-6340
bThe form in which applications should be submitted and information and materials they should include:
WRITTEN
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
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
CAROL MILLER


UNAVAILABLE
BRADFORD,PA16701 		  I ASSISTANCE 700
DANI LANGINESE


UNAVAILABLE
BRADFORD,PA16701 		  I ASSISTANCE 500
HANNAH ROLLER


UNAVAILABLE
BRADFORD,PA16701 		  I ASSISTANCE 300
JACK GORTON


UNAVAILABLE
BRADFORD,PA16701 		  I ASSISTANCE 92
JEFF JOHNSON


UNAVAILABLE
BRADFORD,PA16701 		  I CANCER 1,500
JODIE DEMPSEY


UNAVAILABLE
BRADFORD,PA16701 		  I ASSISTANCE 500
KORTNEY DAVIS


UNAVAILABLE
BRADFORD,PA16701 		  I ASSISTANCE 500
MONA MCCARTHY


UNAVAILABLE
BRADFORD,PA16701 		  I ASSISTANCE 500
ROB FERGUSON


UNAVAILABLE
BRADFORD,PA16701 		  I ASSISTANCE 500
ROB WILMOUTH


UNAVAILABLE
BRADFORD,PA16701 		  I ASSISTANCE 500
TAMMIE HANNON


UNAVAILABLE
BRADFORD,PA16701 		  I ASSISTANCE 700
TOM FREDERICK


UNAVAILABLE
BRADFORD,PA16701 		  I ASSISTANCE 300
WINONA YEAGER


UNAVAILABLE
BRADFORD,PA16701 		  I ASSISTANCE 300
ZACHARY FRAMPTON


UNAVAILABLE
BRADFORD,PA16701 		  I CANCER 500
ZACHARY HARTEN


UNAVAILABLE
BRADFORD,PA16701 		  I FUNDS FOR HUMANITARIAN TRIP 2,000
ALYSIA ZANDY


UNAVAILABLE
BRADFORD,PA16701 		  I ASSISTANCE 500
911 TOY EXPRESS


UNAVAILABLE
BRADFORD,PA16701 		  PC DONATION 1,000

ALS ASSOCIATION

1300 WILSON BOULEVARD
SUITE 600
ARLINGTON,VA22209 		  PC DONATION 100

AMERICAN CANCER SOCIETY

95 MAIN ST
BRADFORD,PA16701 		  PC RELAY FOR LIFE 1,000

BEACON LIGHT

800 E MAIN STREET
BRADFORD,PA16701 		  PC ANNUAL APPEAL 10,000

BEEFEATERS

27 CONGRESS ST
BRADFORD,PA16701 		  PC HELP WITH DINNER FOR CHRIS LUCCO 300

BIG 30 COMMITTEE

PO BOX 82
BRADFORD,PA16701 		  PC HELP W/ INSURANCE 1,417

BOY SCOUT TROOP 427

228211 154TH AVENUE
MARATHON,WI54448 		  PC DONATION 300

BOY SCOUT TROOP 512

UNAVAILABLE
BRADFORD,PA16701 		  PC DONATION 400

BRADFORD AREA ALLIANCE

80 E CORYDON ST
BRADFORD,PA16701 		  PC BUSINESS COMPETITION 10,000

BRADFORD HIGH GOLF BOOSTER

UNAVAILABLE
BRADFORD,PA16701 		  PC DONATION 300

BRADFORD HIGH TRACK TEAM

UNAVAILABLE
BRADFORD,PA16701 		  PC DONATION 300

BRADFORD CHAMBER OF COMMERCE

62 MAIN ST 1
BRADFORD,PA16701 		  PC DONATION 10,350

BRADFORD CITY FIREFIGHTERS

CITY HALL 24 KENNEDY STR
BRADFORD,PA16701 		  PC DONATION 1,000

BRADFORD CLUB

32 BOYLSTON ST
BRADFORD,PA16701 		  PC DONATION 200

BRADFORD COMM PRIDE LIONS CLUB

UNAVAILABLE
BRADFORD,PA16701 		  PC FISH DERBY FOR CHILDREN 500

BRADFORD CREATIVE AND PERFORMING AR

10 MAIN STREET
BRADFORD,PA16701 		  PC APPEAL 13,280

BRADFORD ECUMENICAL HOME

100 ST FRANCIS DR
BRADFORD,PA16701 		  PC APPEAL 900

BRADFORD FIRE DEPARTMENT

411 E MAIN ST
BRADFORD,PA16701 		  PC DONATION 500

BRADFORD GIRLS BASKETBALL

UNAVAILABLE
BRADFORD,PA16701 		  PC DONATION 300

BRADFORD GUN CLUB

W WARREN ROAD
BRADFORD,PA16701 		  PC BENEFIT 1,515

BRADFORD HIGH BOYS BASKETBALL

81 INTERSTATE PARKWAY
BRADFORD,PA16701 		  PC DONATION FOR WIRELESS CAMERA 2,797

BRADFORD HOSPITAL FOUNDATION

116 INTERSTATE PKWY
BRADFORD,PA16701 		  PC DONATION 4,300

BRADFORD LANDMARK SOCIETY

45 E CORYDON ST
BRADFORD,PA16701 		  PC DONATION 795

BRADFORD LIBRARY

67 WEST WASHINGTON ST
BRADFORD,PA16701 		  PC ANNUAL APPEAL 10,500

BRADFORD LEGION BASEBALL

UNAVAILABLE
BRADFORD,PA16701 		  PC DONATION 6,000

BRADFORD LITTLE THEATRE

18 WELCH AVE
BRADFORD,PA16701 		  PC DONATION 5,160

BRADFORD MANOR

50 LANGMAID LN
BRADFORD,PA16701 		  PC DONATION 600

BRADFORD LADY OWLS BASKETBALL

UNAVAILABLE
BRADFORD,PA16701 		  PC DONATION 300

BRADFORD OWLS BASKETBALL

UNAVAILABLE
BRADFORD,PA16701 		  PC DONATION 600

BRADFORD OWLS GIRLS WRESTLING

UNAVAILABLE
BRADFORD,PA16701 		  PC DONATION 1,000

BRADFORD OWLS SOCCER

UNAVAILABLE
BRADFORD,PA16701 		  PC DONATION 300

BRADFORD PUMPKIN FESTIVAL

UNAVAILABLE
BRADFORD,PA16701 		  PC ANNUAL APPEAL 3,500

BRADFORD RAPTORS YOUTH FOOTBALL

368 INTERSTATE PARKWAY
BRADFORD,PA16701 		  PC DONATION 500

BRADFORD ROTARY CLUB

UNAVAILABLE
BRADFORD,PA16701 		  PC DONATION / COATS FOR KIDS 3,000

BRADFORD SENIOR CENTER

60 CAMPUS DR
BRADFORD,PA16701 		  PC DONATION 3,000

BRADFORD WARRIOR YOUTH BASKET

UNAVAILABLE
BRADFORD,PA16701 		  PC DONATION 250

BRADFORD YOUTH TRAP LEAGUE

48 BUCK ROAD
LEWIS RUN,PA16738 		  PC DONATION 300

BRIGHT ALTERNATIVES

90 BOYLSTON ST
BRADFORD,PA16701 		  PC DONATION 3,000

BRMC FOUNDATION

116 INTERSTATE PARKWAY
BRADFORD,PA16701 		  PC CPR TARINING FOR RON ORIS 40

CAMP JJ

PO BOX 446
BRADFORD,PA16701 		  PC DONATION 500

CAMP PENUEL

CAMP ROAD
ELDRED,PA16731 		  PC DONATION 1,000

CARE FOR CHILDREN

PO BOX 616
20 RUSSELL BOULEVARD
BRADFORD,PA16701 		  PC APPEAL 10,500

CASA OF MCKEAN COUNTY

17137 ROUTE 6
SMETHPORT,PA16749 		  PC DONATION 3,500

CHAINSAW RENDEZVOUS

UNAVAILABLE
BRADFORD,PA16701 		  PC DONATION 500

CHALLENGER LEARNING CENTER

UNAVAILABLE
BRADFORD,PA16701 		  PC DONATION 500

CITY OF BRADFORD

20 RUSSELL BLVD
BRADFORD,PA16701 		  GOV VAIROUS DONATIONS 1,700

COLT 45 FOUNDATION

UNAVAILABLE
BRADFORD,PA16701 		  PC DONATION 750

DEPARTMENT OF HUMAN SERVICES

68 CHESTNUT ST
BRADFORD,PA16701 		  PC DONATION 500

DERRICK CITY FIRE DEPT

UNAVAILABLE
DERRICK CITY,PA16727 		  PC DONATION 2,000

DESTINATIONS BRADFORD

1 MAIN STREET
BRADFORD,PA16701 		  PC ANNUAL APPEAL 12,000

DISPLAY SALES

6300 W OLD SHAKOPEE RD
SUITE 112
BLOOMINGTON,MN55438 		  PC NEW BULBS 4,153

DOWNTOWN BUSINESS DISTRICT COUNCIL

UNAVAILABLE
BRADFORD,PA16701 		  PC DONATION 2,500

ELDRED WORLD WAR II MUSEUM

201 MAIN STREET
ELDRED,PA16731 		  PC ANNUAL APPEAL 1,500

BRADFORD ELF FUND

PO BOX 287
BRADFORD,PA16701 		  PC APPEAL 5,500

FESTA ITALIANA

UNAVAILABLE
BRADFORD,PA16701 		  PC DONATION 3,000

FIRST NIGHT BRADFORD

UNAVAILABLE
BRADFORD,PA16701 		  PC DONATION 3,000

FITCHBURG STREET HOCKEY

WALLACE CIVIC CENTER
1000 JOHN FITCH HWY
FITCHBURG,MA01420 		  PC DONATION 500

FLOYD FRETZ MIDDLE SCHOOL

140 LORANA AVE
BRADFORD,PA16701 		  PC DONATION 1,600

FOOTREST VOLLEYBALL TOURNAMENT

299 BIG SHANTY RD
LEWIS RUN,PA16738 		  PC DONATION 300

FOSTER BROOK CREAMERY

9 DERRICK RD
BRADFORD,PA16701 		  PC DONATION 700

FOUDATION OF THE N ALLEGANY

200 HILLVUE LANE
PITTSBURGH,PA15237 		  PC DONATION 500

FRIENDSHIP TABLE

UNAVAILABLE
BRADFORD,PA16701 		  PC APPEAL& WASHER AND DRYER 11,103

FUTURES (BRAD CENTER)

1 FUTURES WAY
BRADFORD,PA16701 		  PC ANNUAL APPEAL 50,000

GRAHAM LANDSCAPING

1111 E MAIN ST
BRADFORD,PA16701 		  PC DONATION 1,592

GOLF FORE HEROES

UNAVAILABLE
BRADFORD,PA16701 		  PC DONATION 2,000

JOHN'S BAKERY

20 MECHANIC ST 1
BRADFORD,PA16701 		  PC COOKIES FOR FUTURES DEDICATION 275

JOURNEY HEALTH SYSTEM

47 BEACON LIGHT WAY
BRADFORD,PA16701 		  PC DONATION 5,000

KIDS & CANCER

PO BOX 1299
BRADFORD,PA16701 		  PC ANNUAL APPEAL 8,000

KINZUA OUTDOORS

3389 W WASHINGTON ST
BRADFORD,PA16701 		  PC KIDS FISHING DERBY 500

KINZUA TRAIL CLUB

31 CCC ROAD
WESTLINE,PA16751 		  PC DONATION 500

KIWANIS CLUB

UNAVAILABLE
BRADFORD,PA16701 		  PC MOVIES FOR KIDS 2,400

LAFAYETTE TOWNSHIP FIRE DEPT

7004 ROUTE 59
LEWIS RUN,PA16738 		  PC HELP WITH HEATING SYSTEM 6,000

LEADERSHIP MCKEAN COUNTY

UNAVAILABLE
BRADFORD,PA16701 		  PC DONATION 3,500

LEEK

UNAVAILABLE
BRADFORD,PA16701 		  PC WOUNDED WARRIORS 3,015

LOGISTICS PLUS

UNAVAILABLE
BRADFORD,PA16701 		  PC ZIPPPOS DONATED 78

LUCILLE BALL LITTLE THEATRE

18 E 2ND ST
JAMESTOWN,NY14701 		  PC DONATION 3,000

MARILYN HORNE MUSEUM

2 MARILYN HORNE WAY
BRADFORD,PA16701 		  PC PARTY FOR CHRISTMAS TREEE DECORATING 500

MATRESSES ACROSS MCKEAN COUNTY

UNAVAILABLE
BRADFORD,PA16701 		  PC DONATION 1,000

MCKEAN COUNTY FAIR

UNAVAILABLE
EAST SMETHPORT,PA16730 		  PC DONATION 500

MCKEAN COUNTY SPCA

MCKEAN COUNTY SPCA
BRADFORD,PA16701 		  PC ANNUAL APPEAL 7,500

MCKEAN COUNTY SPECIAL OLYMPICS

UNAVAILABLE
BRADFORD,PA16701 		  PC ANNUAL APPEAL 6,000

MEALS ON WHEELS

116 INTERSTATE PKWY
BRADFORD,PA16701 		  PC DONATION 39,500

MELISSA RODGERS KEMICK FUND

UNAVAILABLE
BRADFORD,PA16701 		  PC DONATION 1,000

MJ2KB

48 W MAIN ST
MOUNT JEWETT,PA16740 		  PC DONATION 500

SHAWN TAYLOR ANIMAL RESCUE FUND

UNAVAILABLE
BRADFORD,PA16701 		  PC DONATION 500

OAK HILL CEMETARY

212 E MAIN ST
BRADFORD,PA16701 		  PC DONATION 1,000

OFFICE OF ECONOMIC DEVELOPMENT

20 RUSSELL BLVD
BRADFORD,PA16701 		  NC CALLAHAN PARK PROJECT 50,000

PINE ACRES GOLF COURSE

PINE ACRES GOLF COURSE
BRADFORD,PA16701 		  PC DONATION 500

PITT-DEV ALUMNI

UNAVAILABLE
BRADFORD,PA16701 		  PC DONATION 200

POTTER COUNTY EDUCATION COUNCIL

5 WATER ST
COUDERSPORT,PA16915 		  PC EMT PROGRAM 5,000

QUINN CONSTURCTION

1017 4TH AVE
SUITE 100
ESSINGTON,PA16701 		  PC DONATION 800

REPRESENTATIVE MARTY CAUSER

78 MAIN ST 101
BRADFORD,PA16701 		  PC DONATION 300

SALVATION ARMY

111 JACKSON AVE
PO BOX 314
BRADFORD,PA16701 		  PC RED KETTLE FUND 7,500

SAWYER EVANGELICAL CHURCH

777 S KENDALL AVE
BRADFORD,PA16701 		  PC DONATION 300

SCHOOL ST ELEMENTARY SCHOOL

76 SCHOOL STREET
BRADFORD,PA16701 		  PC DONATION 1,700

SPECIAL OLYMPICS

PO BOX 101
BRADFORD,PA16701 		  PC DONATION 500

SONS OF LEGION POST 108

UNVAILABLE
BRADFORD,PA16701 		  PC DONATION 500

ST JUDE'S CHILDREN'S HOSPITAL

262 DANNY THOMAS PLACE
MEMPHIS,TN38105 		  PC DONATION 600

STREET DREAM CAR CLUB

MAIN STREET
BRADFORD,PA16701 		  PC DONATION 1,000

STUDIO 4 DANCE ACADEMY

21 KENNEDY ST
BRADFORD,PA16701 		  PC DONATION 300

SWNY-NWPA MEN'S ASSOC

UNAVAILABLE
BRADFORD,PA16701 		  PC DONATION 500

THE LEARNING CENTER

90 JACKSON AVE
BRADFORD,PA16701 		  PC DONATION 5,000

THE PITTSBURGH FOUNDATION

5 PPG PI STE 250
PITTSBURGH,PA15222 		  PC DONATION 1,000

TERRY REILY MEMORIAL GOLF

UNAVAILABLE
BRADFORD,PA16701 		  PC DONATION 1,000

TUNA VALLEY TRAIL ASSOCIATION

PO BOX 1003
BRADFORD,PA16701 		  PC DONATION 1,500

UNITED WAY OF BRADFORD

161 MAIN STREET
BRADFORD,PA16701 		  PC APPEAL & RED FEATHER AWARD BREAKFAST 12,300

UNIVERSITY OF PITTSBURGH BRADFORD

300 CAMPUS DRIVE
BRADFORD,PA16701 		  PC DONATION 26,000

VFW

94 BARBOUR ST
BRADFORD,PA16701 		  PC DONATION 500

UPB GIFT STORE

300 CAMPUS DRIVE
THE FRAME WESTERBERG COMM
BRADFORD,PA16701 		  PC DONATION 500

WILLOW CREEK SNOW MOBILE CLUB

UNAVAILABLE
BRADFORD,PA16701 		  PC DONATION 1,000

WILLOW CREEK SPORTSMAN CLUB

UNAVAILABLE
BRADFORD,PA16701 		  PC DONATION 500

YMCA OF BRADFORD

59 BOYLSTON ST
BRADFORD,PA16701 		  PC APPEAL & CAPITAL CAMPAIGN 15,000

YWCA OF BRADFORD

24 W CORYDON ST
BRADFORD,PA16701 		  PC APPEAL 10,500

ZIPPO

UNAVAILABLE
BRADFORD,PA16701 		  PC GOLF TOURNAMENT 4,470

ZONTA CLUB

UNAVAILABLE
BRADFORD,PA16701 		  PC DONATION 2,500
Total .................................right arrow 3a 472,632
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 ........... 		         
4 Dividends and interest from securities ....     14 217,677  
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 ............ 		    18 425,700  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aMISCELLANEOUS INCOME 		        25
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   643,377 25
13Total. Add line 12, columns (b), (d), and (e)..................
13
643,402
(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:
PHILO & SARAH BLAISDELL FOUNDATION
EIN:
25-6035748
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 6,622 5,960   662

TY 2023 InvestmentsCorpBondsSchedule
Name:
PHILO & SARAH BLAISDELL FOUNDATION
EIN:
25-6035748
Name of Bond End of Year Book Value End of Year Fair Market Value
CORPORATE BONDS 3,525,783 3,315,452

TY 2023 InvestmentsCorpStockSchedule
Name:
PHILO & SARAH BLAISDELL FOUNDATION
EIN:
25-6035748
Name of Stock End of Year Book Value End of Year Fair Market Value
EQUITIES 4,842,359 7,689,957

TY 2023 InvestmentsGovtObligationsSch
Name:
PHILO & SARAH BLAISDELL FOUNDATION
EIN:
25-6035748
US Government Securities - End of Year Book Value:

1,098,647
US Government Securities - End of Year Fair Market Value:

980,960
State & Local Government Securities - End of Year Book Value:


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


 


TY 2023 OtherExpensesSchedule
Name:
PHILO & SARAH BLAISDELL FOUNDATION
EIN:
25-6035748
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
INSURANCE 4,806     4,806
ADVERTISING 6,744     6,744
OFFICE EXPENSES 32,633     32,633


TY 2023 OtherIncomeSchedule2
Name:
PHILO & SARAH BLAISDELL FOUNDATION
EIN:
25-6035748
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MISCELLANEOUS INCOME 25    


TY 2023 OtherLiabilitiesSchedule
Name:
PHILO & SARAH BLAISDELL FOUNDATION
EIN:
25-6035748
Description Beginning of Year - Book Value End of Year - Book Value
PAYROLL LIABILITIES 775 757
DEPOSITS BELONGING TO OTHERS 18,330 20,174


TY 2023 OtherProfessionalFeesSchedule
Name:
PHILO & SARAH BLAISDELL FOUNDATION
EIN:
25-6035748
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 90,201 90,201    


TY 2023 TaxesSchedule
Name:
PHILO & SARAH BLAISDELL FOUNDATION
EIN:
25-6035748
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 274 274    
EXCISE TAX 2,325