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 06-01-2023 , and ending 05-31-2024
Name of foundation
TRUSTEES OF THE BROMFIELD SCHOOL INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 653067
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DALLAS, TX752653067
A Employer identification number

52-6144158
B Telephone number (see instructions)

(888) 866-3275
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$2,059,302J 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      
4 Dividends and interest from securities... 51,984 51,949  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 285,813
b Gross sales price for all assets on line 6a 919,189
7 Capital gain net income (from Part IV, line 2)... 285,813
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)....... Click to see attachment
List of Attached Documents:
// Content
1 1  
12 Total. Add lines 1 through 11........ 337,798 337,763  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 17,977 10,786   7,191
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)....... Click to see attachment
List of Attached Documents:
// Content
1,250 750 0 500
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,483 664   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
35     35
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 21,745 12,200 0 7,726
25 Contributions, gifts, grants paid....... 86,000 86,000
26 Total expenses and disbursements. Add lines 24 and 25 107,745 12,200 0 93,726
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 230,053
b Net investment income (if negative, enter -0-) 325,563
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.............      
2 Savings and temporary cash investments......... 48,840 43,832 43,832
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) 37,145    
b Investments—corporate stock (attach schedule)....... 1,378,136 Click to see attachment
List of Attached Documents:
// Content
1,661,287 		2,015,470
c Investments—corporate bonds (attach schedule)....... 10,794    
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)..........     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) 1,474,915 1,705,119 2,059,302
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........ 1,474,915 1,705,119
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)..... 1,474,915 1,705,119
30 Total liabilities and net assets/fund balances (see instructions). 1,474,915 1,705,119
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
1,474,915
2
Enter amount from Part I, line 27a .....................
2
230,053
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
189
4
Add lines 1, 2, and 3 ..........................
4
1,705,157
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
38
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,705,119
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 15000. US TREASURY BONDS 6.25% 8/15/23   1997-01-09 2023-08-15
b 563.373 AQR DIVERSIFIED ARBITRAGE FUND CL R6   2022-06-16 2024-04-12
c 72. AT&T INC   2014-10-01 2024-04-12
d 39.44 ALPHABET INC SHS CL C   2011-02-02 2024-04-12
e 100.28 ALPHABET INC SHS CL C   2010-11-19 2024-04-12
2.28 ALPHABET INC SHS CL C   2011-03-25 2024-04-12
40. ALPHABET INC SHS CL A   2011-02-02 2024-04-12
100. ALPHABET INC SHS CL A   2010-11-19 2024-04-12
1. ALPHABET INC SHS CL A   2011-03-25 2024-04-12
9. BERKSHIRE HATHAWAYINC DEL CL B NEW   2017-02-23 2024-04-12
2. BLACKROCK INC CL A   2020-07-29 2024-04-12
309.491 BLACKROCK MID CAP GROWTH EQUITY PORT CL CLASS K   2020-08-26 2024-04-12
43. CITIGROUP INC COM NEW   2017-02-23 2024-04-12
17. COSTCO WHSL CORP NEW COM   2020-07-29 2024-04-12
7. DISNEY WALT CO   2010-11-19 2024-04-12
33. DUPONT DE NEMOURS INC   2017-02-23 2024-04-12
132. DUPONT DE NEMOURS INC   2022-06-16 2024-04-12
318.187 OAKMARK INTL FD CL R6   2020-08-26 2024-04-12
135. IRON MOUNTAIN REIT INC SHS   2017-02-23 2024-04-12
158. ISHARES RUSSELL MID-CAP ETF   2022-06-16 2024-04-12
55. ISHARES RUSSELL MID-CAP ETF   2020-04-09 2024-04-12
202. ISHARES RUSSELL MID-CAP ETF   2017-02-23 2024-04-12
58. J P MORGAN CHASE & CO COM   2008-03-17 2024-04-12
33. J P MORGAN CHASE & CO COM   2008-10-16 2024-04-12
296.658 MFS MID CAP VALUE FUND CL R6   2020-08-26 2024-04-12
10000. MERCK & CO INC 03/01/1998 6.40% 03/01/2028 CALL   1998-12-16 2024-04-12
29. MORGAN STANLEY DEAN WITTER DISCOVER & CO   2017-02-23 2024-04-12
1578.329 NEUBERGER BERMAN HIGH INCOME BOND FUND CL INST   2017-02-23 2024-04-12
50. PEPSICO INCORPORATED   2012-03-21 2024-04-12
33. PEPSICO INCORPORATED   2010-02-03 2024-04-12
31. PHILIP MORRIS INTL INC   2009-09-15 2024-04-12
99. PROCTER & GAMBLE CO COM   2013-02-08 2024-04-12
3. PROLOGIS INC   2020-08-26 2024-04-12
1103.534 BOSTON PARTNERS LONG / SHORT RESEARCH FD INSTL   2022-06-16 2024-04-12
1726.303 BOSTON PARTNERS LONG / SHORT RESEARCH FD INSTL   2017-02-28 2024-04-12
558. SEMPRA ENERGY   2022-06-16 2024-04-12
48. SEMPRA ENERGY   2009-09-15 2024-04-12
35. TELADOC HEALTH INC   2020-07-29 2024-04-12
10000. UNITED STATES TREAS BDS DTD 11-15-96   1998-12-16 2024-04-12
10000. UNITED STATES TREAS BOND DTD 08/15/97 6.375% DUE 08/15/27   1998-12-16 2024-04-12
1350. VANGUARD FTSE DEVELOPED MARKETS ETF   2017-02-23 2024-04-12
33. VANGUARD 500 INDEX FUND SHS ETF   2020-04-09 2024-04-12
335. VANGUARD 500 INDEX FUND SHS ETF   2017-02-23 2024-04-12
14. VERIZON COMMUNICATIONS   2014-10-01 2024-04-12
7. VISA INC CL A SHRS   2020-07-29 2024-04-12
48. WARNER BROS DISCOVERY INC SERIES SER -A- CL A   2014-10-01 2024-04-12
255.346 ALLSPRING SPECIAL SMALL CAP VALUE FUND CL R6   2022-06-16 2024-04-12
176.7 WESTERN ASSET CORE BOND FD CL IS   2020-08-26 2024-04-12
110. ABBOTT LABORATORIES   2024-04-12 2024-05-09
11. ABBOTT LABORATORIES   2020-07-29 2024-05-09
28. ALPHABET INC SHS CL C   2011-03-25 2024-05-09
30. APPLE INC COM   2024-04-12 2024-05-09
46. APPLE INC COM   2010-02-03 2024-05-09
5. BLACKROCK INC CL A   2020-07-29 2024-05-09
90. BRISTOL MYERS SQUIBB CO COM   2022-06-16 2024-05-09
135. BRISTOL MYERS SQUIBB CO COM   2019-11-20 2024-05-09
53. BRISTOL MYERS SQUIBB CO COM   2024-04-12 2024-05-09
4. BROADCOM INC   2024-04-12 2024-05-09
175. CVS CAREMARK CORP COM   2024-04-12 2024-05-09
6. CHEVRONTEXACO CORP COM   2022-06-16 2024-05-09
60. CHEVRONTEXACO CORP COM   2020-07-29 2024-05-09
124. CISCO SYSTEMS INCORPORATED   2024-04-12 2024-05-09
213. CISCO SYSTEMS INCORPORATED   2014-10-01 2024-05-09
157. CITIGROUP INC COM NEW   2017-02-23 2024-05-09
50. CITIGROUP INC COM NEW   2018-12-10 2024-05-09
61. CONOCOPHILLIPS COM   2024-04-12 2024-05-09
20. DEERE & COMPANY   2024-04-12 2024-05-09
23. DISNEY WALT CO   2010-11-19 2024-05-09
62. DISNEY WALT CO   2009-09-15 2024-05-09
80. DUPONT DE NEMOURS INC   2022-06-16 2024-05-09
29. GENERAL MOTORS CO COMMON SHARES   2024-04-12 2024-05-09
10. HILTON WORLDWIDE HOLDINGS INC REG   2024-04-12 2024-05-09
10. HOME DEPOT INC   2024-04-12 2024-05-09
22. HOME DEPOT INC   2020-07-29 2024-05-09
23. HONEYWELL INTERNATIONAL INC   2024-04-12 2024-05-09
110. IRON MOUNTAIN REIT INC SHS   2017-02-23 2024-05-09
33. J P MORGAN CHASE & CO COM   2008-10-16 2024-05-09
8. JOHNSON & JOHNSON   2022-06-16 2024-05-09
43. JOHNSON & JOHNSON   2024-04-12 2024-05-09
62. JOHNSON & JOHNSON   2014-10-01 2024-05-09
17. MCDONALDS CORP   2024-04-12 2024-05-09
100. MCDONALDS CORP   2013-02-08 2024-05-09
20. MICROSOFT CORPORATION   2024-04-12 2024-05-09
5. MICROSOFT CORPORATION   2008-10-08 2024-05-09
20. MICROSOFT CORPORATION   2006-06-07 2024-05-09
8. MICROSOFT CORPORATION   2009-04-23 2024-05-09
11. MORGAN STANLEY DEAN WITTER DISCOVER & CO   2017-02-23 2024-05-09
62. PEPSICO INCORPORATED   2010-02-03 2024-05-09
59. PHILIP MORRIS INTL INC   2009-09-15 2024-05-09
23. PROCTER & GAMBLE CO COM   2013-02-08 2024-05-09
9. PROLOGIS INC   2020-08-26 2024-05-09
43. RTX CORP CORP   2024-04-12 2024-05-09
79. SEMPRA ENERGY   2009-09-15 2024-05-09
11. VERIZON COMMUNICATIONS   2014-10-01 2024-05-09
250. VERIZON COMMUNICATIONS   2012-03-21 2024-05-09
33. WASTE MANAGEMENT INC   2024-04-12 2024-05-09
42. BRISTOL MYERS SQUIBB CO COM   2024-04-12 2024-05-20
66. CVS CAREMARK CORP COM   2024-04-12 2024-05-20
10. UNITEDHEALTH GROUP INC   2024-05-09 2024-05-20
25. BRISTOL MYERS SQUIBB CO COM   2024-04-12 2024-05-21
60. CVS CAREMARK CORP COM   2024-04-12 2024-05-21
3. UNITEDHEALTH GROUP INC   2024-05-09 2024-05-21
16. AMERICAN WTR WKS CO INC NEW   2024-05-09 2024-05-31
45. SCHLUMBERGER LTD COM   2024-05-09 2024-05-31
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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 15,000   13,861 1,139
b 6,732   6,411 321
c 1,178   1,930 -752
d 6,272   603 5,669
e 15,947   1,481 14,466
363   33 330
6,303   615 5,688
15,757   1,485 14,272
158   15 143
3,632   1,528 2,104
1,542   1,149 393
12,442   11,432 1,010
2,550   2,598 -48
12,406   5,568 6,838
801   259 542
2,446   3,097 -651
9,784   7,437 2,347
8,311   6,697 1,614
10,238   4,818 5,420
12,763   9,931 2,832
4,443   2,618 1,825
16,318   9,483 6,835
10,706   2,260 8,446
6,091   1,267 4,824
9,502   6,738 2,764
10,478   10,794 -316
2,490   1,345 1,145
11,790   13,952 -2,162
8,406   3,277 5,129
5,548   2,022 3,526
2,759   1,457 1,302
15,380   7,530 7,850
357   304 53
15,494   17,668 -2,174
24,237   27,500 -3,263
38,427   39,375 -948
3,306   1,190 2,116
504   7,562 -7,058
10,440   11,706 -1,266
10,510   11,578 -1,068
65,670   52,225 13,445
15,499   8,433 7,066
157,338   72,621 84,717
559   693 -134
1,926   1,362 564
402   1,632 -1,230
10,727   9,136 1,591
1,834   2,433 -599
11,526   11,980 -454
1,153   1,120 33
4,763   407 4,356
5,506   5,277 229
8,443   328 8,115
3,934   2,872 1,062
3,949   6,534 -2,585
5,924   7,615 -1,691
2,326   2,580 -254
5,228   5,391 -163
9,648   12,028 -2,380
984   937 47
9,842   5,332 4,510
5,938   6,047 -109
10,199   5,327 4,872
9,940   9,488 452
3,166   2,864 302
7,573   8,062 -489
8,191   7,990 201
2,428   852 1,576
6,545   1,746 4,799
6,270   4,508 1,762
1,318   1,244 74
1,993   2,062 -69
3,450   3,436 14
7,590   5,858 1,732
4,584   4,501 83
8,600   3,926 4,674
6,501   1,267 5,234
1,200   1,355 -155
6,450   6,361 89
9,301   6,454 2,847
4,560   4,545 15
26,826   9,504 17,322
8,209   8,440 -231
2,052   114 1,938
8,209   445 7,764
3,284   150 3,134
1,067   510 557
11,043   3,799 7,244
5,832   2,773 3,059
3,817   1,749 2,068
964   912 52
4,518   4,297 221
5,930   1,959 3,971
436   544 -108
9,902   9,964 -62
6,925   6,790 135
1,825   2,045 -220
3,788   4,536 -748
5,179   5,056 123
1,079   1,217 -138
3,425   4,124 -699
1,554   1,517 37
2,076   2,132 -56
2,054   2,187 -133
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      5,584
      5,584
      5,584
      5,584
      5,584
      5,584
      5,584
      5,584
      5,584
      5,584
      5,584
      5,584
      5,584
      5,584
      5,584
      5,584
      5,584
      5,584
      5,584
      5,584
      5,584
      5,584
      5,584
      5,584
      5,584
      5,584
      5,584
      5,584
      5,584
      5,584
      5,584
      5,584
      5,584
      5,584
      5,584
      5,584
      5,584
      5,584
      5,584
      5,584
      5,584
      5,584
      5,584
      5,584
      5,584
      5,584
      5,584
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,139
b       321
c       -752
d       5,669
e       14,466
      330
      5,688
      14,272
      143
      2,104
      393
      1,010
      -48
      6,838
      542
      -651
      2,347
      1,614
      5,420
      2,832
      1,825
      6,835
      8,446
      4,824
      2,764
      -316
      1,145
      -2,162
      5,129
      3,526
      1,302
      7,850
      53
      -2,174
      -3,263
      -948
      2,116
      -7,058
      -1,266
      -1,068
      13,445
      7,066
      84,717
      -134
      564
      -1,230
      1,591
      -599
      -454
      33
      4,356
      229
      8,115
      1,062
      -2,585
      -1,691
      -254
      -163
      -2,380
      47
      4,510
      -109
      4,872
      452
      302
      -489
      201
      1,576
      4,799
      1,762
      74
      -69
      14
      1,732
      83
      4,674
      5,234
      -155
      89
      2,847
      15
      17,322
      -231
      1,938
      7,764
      3,134
      557
      7,244
      3,059
      2,068
      52
      221
      3,971
      -108
      -62
      135
      -220
      -748
      123
      -138
      -699
      37
      -56
      -133
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 285,813
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 4,525
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 4,525
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 4,525
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,452
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 1,452
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 3,073
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 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 arrow  
14
The books are in care ofright arrowBANK OF AMERICA NA Telephone no.right arrow (888) 866-3275

Located atright arrowPO BOX 653067DALLASTX ZIP+4right arrow752653067
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
STEVE FINNEGAN TRUSTEE
1 		0    
34 OAK HILL RD
HARVARD,MA01451
DENNIS DEGARA TREASURER
1 		0    
PO BOX 201
FITCHBURG,MA01420
PETER JACKSON PRESIDENT
1 		0    
46 JACOB GATES ROAD
HARVARD,MA01451
VIRGINIA KENDALL SECRETARY
1 		0    
16 ORCHARD HILL ROAD
HARVARD,MA01451
JOHN LEE TRUSTEE
1 		0    
27 AYER ROAD
HARVARD,MA01451
BARBARA HEIM TRUSTEE
1 		0    
346 AYER ROAD
HARVARD,MA01451
SUZANNE POITRAS TRUSTEE
1 		0    
6 HARRIS STREET
NEWBURYPORT,MA01950
KATHLEEN DOHERTY TRUSTEE
1 		0    
158 WINSOR AVENUE
WATERTOWN,MA02472
BANK OF AMERICA AGENT FOR FIDUCIARY
1 		17,977    
101 East River Drive
EAST HARTFORD,CT06108
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
NONE
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
1,938,591
b
Average of monthly cash balances.......................
1b
76,577
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,015,168
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
2,015,168
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
30,228
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,984,940
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
99,247
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
99,247
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
4,525
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,525
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
94,722
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
94,722
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
94,722
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
93,726
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
93,726
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 94,722
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 10,240
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 93,726
a Applied to 2022, but not more than line 2a 10,240
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..... 83,486
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
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 .......... 		11,236
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) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

SEE ATTACHED SCHEDULE
C/O BANK OF AMERICA
PO BOX 653067
DALLAS,TX752653067 		N/A PC SCHOLARSHIP AWARDS 86,000
Total .................................right arrow 3a 86,000
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 51,984  
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 ............ 		    18 285,813  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    1 1  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   337,798  
13Total. Add line 12, columns (b), (d), and (e)..................
13
337,798
(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:
TRUSTEES OF THE BROMFIELD SCHOOL INC
EIN:
52-6144158
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE - BOA 1,250 750   500

TY 2023 InvestmentsCorpBondsSchedule
Name:
TRUSTEES OF THE BROMFIELD SCHOOL INC
EIN:
52-6144158
Name of Bond End of Year Book Value End of Year Fair Market Value
589331AD9 MERCK AND CO COMPANY    

TY 2023 InvestmentsCorpStockSchedule
Name:
TRUSTEES OF THE BROMFIELD SCHOOL INC
EIN:
52-6144158
Name of Stock End of Year Book Value End of Year Fair Market Value
254687106 DISNEY (WALT) CO COM 1,633 6,027
580135101 MCDONALDS CORP    
713448108 PEPSICO INC    
718172109 PHILIP MORRIS INTL I    
742718109 PROCTER & GAMBLE CO    
172967424 CITIGROUP INC COM NE    
46625H100 JPMORGAN CHASE & CO 2,424 14,995
037833100 APPLE INC 1,598 43,064
594918104 MICROSOFT CORP 2,093 46,495
92343V104 VERIZON COMMUNICATNS    
816851109 SEMPRA 1,811 5,623
464287648 ISHARES RS 2000 GROW 33,180 52,988
478160104 JOHNSON AND JOHNSON 3,956 5,573
17275R102 CISCO SYSTEMS INC 2,176 4,046
00206R102 AT&T INC 7,445 5,794
02079K107 ALPHABET INC SHS 1,018 12,177
02079K305 ALPHABET INC SHS 1,448 17,078
464287499 ISHARES RUSSELL MIDC 72,205 125,978
464287655 ISHARES TR RUSSELL 2 63,405 85,395
921943858 VANGUARD FTSE DEVELO 65,631 86,224
92203J407 VANGUARD TOTAL INTER 22,913 20,886
922042858 VANGUARD FTSE EMERGI 69,221 74,615
922908363 VANGUARD 500 INDEX F    
46284V101 IRON MOUNTAIN REIT I    
084670702 BERKSHIRE HATHAWAYIN 6,962 16,990
617446448 MORGAN STANLEY 5,103 10,762
00203H859 AQR MANAGED FUTURES 64,187 62,155
64128R608 NEUBERGER BERMAN LON 76,166 83,972
74925K581 BOSTON PARTNERS LONG    
94975P447 ALLSPRING SPECIAL SM    
64128K868 NEUBERGER BERMAN HIG 22,157 21,032
693390882 PIMCO INTERNATIONAL 22,313 20,879
412295107 HARDING LOEVNER INTL 42,823 54,033
26614N102 DUPONT DE NEMOURS 3,268 4,765
110122108 BRISTOL-MYERS SQUIBB    
00191K104 AQR DIVERSIFIED ARBI 24,823 31,445
74340W103 PROLOGIS INC    
166764100 CHEVRON CORP 3,999 7,304
437076102 HOME DEPOT INC    
22160K105 COSTCO WHOLESALE CRP 4,258 10,529
002824100 ABBOTT LABS 8,047 8,073
87918A105 TELADOC HEALTH INC    
09247X101 BLACKROCK INC 4,595 6,176
92826C839 VISA INC CL A SHRS 10,171 13,078
09250J734 BLACKROCK EVENT DRIV 50,887 52,605
55273W475 MFS MID CAP VALUE FU 65,871 96,814
957663677 WESTERN ASSET CORE B 108,172 84,542
413838723 OAKMARK INTL FD CL I    
934423104 WARNER BROS DISCOVER    
09258N604 BLACKROCK MID CAP GR 84,882 90,586
464285204 ISHARES GOLD TR SHS 41,584 41,131
46434G764 ISHARES INC MSCI EME 72,044 72,092
78468R663 SPDR BLOOMBERG 1-3 M 41,947 42,054
94988A668 ALLSPRING SPECIAL SM 42,719 53,225
09258N703 BLACKROCK GLOBAL EQU 62,976 63,600
413838574 OAKMARK INTL FD CL R 41,460 53,322
931142103 WALMART INC 5,857 6,379
94106L109 WASTER MANAGEMENT 7,819 8,008
G29183103 EATON CORP PLC 11,674 11,983
N07059210 ASML HLDG NV NY REG 7,323 7,683
00724F101 ADOBE INC 6,322 5,782
023135106 AMAZON COM INC 23,634 22,231
030420103 AMERICAN WTR WKS 2,132 2,092
046353108 ASTRAZENECA PLC 6,757 6,710
075887109 BECTON DICKINSON CO 6,141 6,031
09260D107 BLACKSTONE INC 6,798 6,748
101137107 BOSTON SCIENTIFIC 7,411 7,557
11135F101 BROADCOM INC 21,563 21,257
16411R208 3,317 3,314
191216100 COCA COLA COM 6,866 6,859
20825C104 CONOCOPHILLIPS 9,912 8,736
244199105 DEERE CO 7,990 7,495
285512109 ELECTRONIC ARTS INC 2,026 2,126
29444U700 EQUINIX INC 2,339 2,289
30231G102 EXXON MOBIL CORP 8,824 8,795
30303M102 META PLATFORMS INC 7,528 7,469
35671D857 FREEPORT MCMORAN 5,315 5,537
37045V100 GENERAL MOTORS CO 3,903 4,094
427866108 HERSHEY CO 2,989 2,967
42809H107 HESS CORP 1,751 1,695
43300A203 HILTON WORLDWIDE 3,093 3,009
437076102 HOME DEPOT INC 7,455 9,376
438516106 HONEYWELL INTL INC 5,870 6,066
48251W104 KKR & CO INC 6,391 6,479
502431109 L3 HARRIS 4,135 4,272
502441306 LVMH MOET HENNESSY 3,064 2,893
532457108 ELI LILLY & CO 5,556 5,742
552953101 MGM RESORTS 4,984 4,901
573874104 MARVELL TECH INC 7,167 7,225
58933Y105 MERCK AND CO 18,558 17,952
609207105 MONDELEZ 6,690 6,510
65339F101 NEXTERA ENERGY INC 6,360 6,962
654106103 NIKE INC CL B 4,024 4,087
666807102 NORTHRUP GRUMMAN 2,367 2,254
67059N108 NUTANIX INC 1,670 1,383
67066G104 NVIDIA 34,502 42,757
693475105 PNC FINCL SERV 4,094 4,092
697435105 PROCTOR & GAMBLE CO 2,890 6,253
74340W103 PROLOGIS INC 4,358 4,751
74762E102 QUANTA SERVICES INC 9,361 9,658
75513E101 RTX CORP 6,096 6,576
D78464A870 SPDR P BIOTECH 7,900 7,843
79466L302 SALESFORCE INC 8,746 7,502
806857108 SCHLUMBERGER LTD 2,187 2,065
871829107 SYSCO CORP 6,999 6,772
87612E106 TARGET CORP 5,039 4,841
88160R101 TESLA INC 3,143 3,205
883556102 THERMO FISHER 6,331 6,248
907818108 UNION PACIFIC CORP 4,971 4,656
91324P102 UNITED HEALTH GROUP 7,079 6,935
91913Y100 VALERO ENERGY CORP 5,566 5,500
697435105 PALO ALTO NETWORKS 14,879 14,746

TY 2023 InvestmentsGovtObligationsSch
Name:
TRUSTEES OF THE BROMFIELD SCHOOL INC
EIN:
52-6144158
US Government Securities - End of Year Book Value:

 
US Government Securities - End of Year Fair Market Value:

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


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


 


TY 2023 OtherDecreasesSchedule
Name:
TRUSTEES OF THE BROMFIELD SCHOOL INC
EIN:
52-6144158
Description Amount
INCOME ADJUSTMENT 38


TY 2023 OtherExpensesSchedule
Name:
TRUSTEES OF THE BROMFIELD SCHOOL INC
EIN:
52-6144158
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING FEE 35 0   35


TY 2023 OtherIncomeSchedule2
Name:
TRUSTEES OF THE BROMFIELD SCHOOL INC
EIN:
52-6144158
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 1 1  


TY 2023 OtherIncreasesSchedule
Name:
TRUSTEES OF THE BROMFIELD SCHOOL INC
EIN:
52-6144158
Description Amount
SALES ADJUSTMENT 189


TY 2023 TaxesSchedule
Name:
TRUSTEES OF THE BROMFIELD SCHOOL INC
EIN:
52-6144158
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX - PRIOR YEAR 367 0   0
EXCISE TAX ESTIMATES 1,452 0   0
FOREIGN TAXES ON QUALIFIED FOR 503 503   0
FOREIGN TAXES ON NONQUALIFIED 161 161   0