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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
BUCKINGHAM SCHOOL FREDERICK COUNTY MD
 
Number and street (or P.O. box number if mail is not delivered to street address)901 SOUTH BOND STREET STE 400
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BALTIMORE, MD21231
A Employer identification number

52-6034781
B Telephone number (see instructions)

(410) 537-5450
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$1,878,734J 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... 56,974 53,257  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 182,327
b Gross sales price for all assets on line 6a 511,872
7 Capital gain net income (from Part IV, line 2)... 182,327
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).......      
12 Total. Add lines 1 through 11........ 239,301 235,584  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,167 0 0 1,167
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
11,358 11,358   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,601 1,388   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 17,126 12,746 0 1,167
25 Contributions, gifts, grants paid....... 81,000 81,000
26 Total expenses and disbursements. Add lines 24 and 25 98,126 12,746 0 82,167
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 141,175
b Net investment income (if negative, enter -0-) 222,838
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 160,485 133,333 133,333
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 977,354 Click to see attachment
List of Attached Documents:
// Content
1,158,358 		1,579,312
c Investments—corporate bonds (attach schedule)....... 180,870 Click to see attachment
List of Attached Documents:
// Content
172,412 		166,089
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) 1,318,709 1,464,103 1,878,734
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........ 1,318,709 1,464,103
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)..... 1,318,709 1,464,103
30 Total liabilities and net assets/fund balances (see instructions). 1,318,709 1,464,103
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
1,318,709
2
Enter amount from Part I, line 27a .....................
2
141,175
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
4,219
4
Add lines 1, 2, and 3 ..........................
4
1,464,103
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,464,103
Form 990-PF (2024)
Form 990-PF (2024)
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 1. PC CONNECTION INC   2023-04-27 2024-01-02
b 6. WIDEOPENWEST INC COM   2023-04-27 2024-01-02
c 6. SIGNET JEWELERS LTD   2023-07-28 2024-01-02
d 3. PC CONNECTION INC   2023-04-27 2024-01-03
e 1. WIDEOPENWEST INC COM   2023-04-27 2024-01-03
4. SIGNET JEWELERS LTD   2023-07-27 2024-01-03
1. SIGNET JEWELERS LTD   2023-04-27 2024-01-04
1. PC CONNECTION INC   2023-04-27 2024-01-05
5. WIDEOPENWEST INC COM   2023-04-27 2024-01-05
30. INTERNATIONAL MONEY EXPRESS   2023-04-27 2024-01-08
4. WIDEOPENWEST INC COM   2023-04-27 2024-01-08
8. SIGNET JEWELERS LTD   2023-04-27 2024-01-08
5. WIDEOPENWEST INC COM   2023-04-27 2024-01-09
4. WIDEOPENWEST INC COM   2023-04-27 2024-01-09
4. SIGNET JEWELERS LTD   2023-04-27 2024-01-09
30. INTERNATIONAL MONEY EXPRESS   2023-04-27 2024-01-10
2. PC CONNECTION INC   2023-04-27 2024-01-10
5. WIDEOPENWEST INC COM   2023-04-27 2024-01-10
5. SIGNET JEWELERS LTD   2023-04-27 2024-01-10
8. INTERNATIONAL MONEY EXPRESS   2023-04-27 2024-01-11
1. PC CONNECTION INC   2023-04-27 2024-01-11
4. WIDEOPENWEST INC COM   2023-04-27 2024-01-11
2. INTERNATIONAL MONEY EXPRESS   2023-04-27 2024-01-12
2. PC CONNECTION INC   2023-04-27 2024-01-12
4. WIDEOPENWEST INC COM   2023-04-27 2024-01-12
7. INTERNATIONAL MONEY EXPRESS   2023-04-27 2024-01-16
10. INTERNATIONAL MONEY EXPRESS   2023-04-27 2024-01-16
1. PC CONNECTION INC   2023-04-27 2024-01-16
4. WIDEOPENWEST INC COM   2023-04-27 2024-01-16
10. INTERNATIONAL MONEY EXPRESS   2023-04-27 2024-01-17
24. MODINE MANUFACTURING CO   2023-08-17 2024-01-17
1. PC CONNECTION INC   2023-04-27 2024-01-17
8. WIDEOPENWEST INC COM   2023-04-27 2024-01-17
2. INTERNATIONAL MONEY EXPRESS   2023-04-27 2024-01-18
1. PC CONNECTION INC   2023-04-27 2024-01-18
4. WIDEOPENWEST INC COM   2023-04-27 2024-01-18
2. PC CONNECTION INC   2023-04-27 2024-01-19
4. WIDEOPENWEST INC COM   2023-04-27 2024-01-19
2. INTERNATIONAL MONEY EXPRESS   2023-04-27 2024-01-22
8. WIDEOPENWEST INC COM   2023-04-27 2024-01-22
3. INTERNATIONAL MONEY EXPRESS   2023-04-27 2024-01-23
5. WIDEOPENWEST INC COM   2023-04-27 2024-01-23
14. MODINE MANUFACTURING CO   2023-04-27 2024-01-24
6. WIDEOPENWEST INC COM   2023-04-27 2024-01-24
2. INTERNATIONAL MONEY EXPRESS   2023-04-27 2024-01-25
7. MODINE MANUFACTURING CO   2023-04-27 2024-01-25
4. WIDEOPENWEST INC COM   2023-04-27 2024-01-25
1. INTERNATIONAL MONEY EXPRESS   2023-04-27 2024-01-26
4. WIDEOPENWEST INC COM   2023-04-27 2024-01-26
5. FEDERAL SIGNAL CORP   2023-04-27 2024-01-29
6. INTERNATIONAL MONEY EXPRESS   2023-04-27 2024-01-29
12. WIDEOPENWEST INC COM   2023-04-27 2024-01-29
6. FEDERAL SIGNAL CORP   2023-04-27 2024-01-30
2. INTERNATIONAL MONEY EXPRESS   2023-04-27 2024-01-30
7. WIDEOPENWEST INC COM   2023-04-27 2024-01-30
2. FEDERAL SIGNAL CORP   2023-04-27 2024-01-31
1. INTERNATIONAL MONEY EXPRESS   2023-04-27 2024-01-31
7. WIDEOPENWEST INC COM   2023-04-27 2024-01-31
11. FEDERAL SIGNAL CORP   2023-04-27 2024-02-01
6. FEDERAL SIGNAL CORP   2023-04-27 2024-02-01
3. INTERNATIONAL MONEY EXPRESS   2023-04-27 2024-02-01
7. WIDEOPENWEST INC COM   2023-04-27 2024-02-01
6. FEDERAL SIGNAL CORP   2023-04-27 2024-02-02
2. INTERNATIONAL MONEY EXPRESS   2023-04-27 2024-02-02
4. FEDERAL SIGNAL CORP   2023-04-27 2024-02-05
2. INTERNATIONAL MONEY EXPRESS   2023-04-27 2024-02-05
1. WIDEOPENWEST INC COM   2023-04-27 2024-02-05
2. FEDERAL SIGNAL CORP   2023-04-27 2024-02-06
3. INTERNATIONAL MONEY EXPRESS   2023-04-27 2024-02-06
3. WIDEOPENWEST INC COM   2023-04-27 2024-02-06
4. FEDERAL SIGNAL CORP   2023-04-27 2024-02-07
3. INTERNATIONAL MONEY EXPRESS   2023-04-27 2024-02-07
.101 NET LEASE OFFICE PROPERTIES   2024-01-29 2024-02-07
1. WIDEOPENWEST INC COM   2023-04-27 2024-02-07
8. FEDERAL SIGNAL CORP   2023-04-27 2024-02-08
4. INTERNATIONAL MONEY EXPRESS   2023-04-27 2024-02-08
5. WIDEOPENWEST INC COM   2023-04-27 2024-02-08
9. FEDERAL SIGNAL CORP   2023-04-27 2024-02-09
7. INTERNATIONAL MONEY EXPRESS   2023-04-27 2024-02-09
13. WIDEOPENWEST INC COM   2023-04-27 2024-02-09
4. ASSURANT INC   2023-04-27 2024-02-12
6. EASTGROUP PPTYS INC COM   2023-04-27 2024-02-12
4. FEDERAL SIGNAL CORP   2023-04-27 2024-02-12
5. INTERNATIONAL MONEY EXPRESS   2023-04-27 2024-02-12
3. ONTO INNOVATION INC   2023-04-27 2024-02-12
5. ASSURANT INC   2023-04-27 2024-02-13
6. EASTGROUP PPTYS INC COM   2023-04-27 2024-02-13
1. INTERNATIONAL MONEY EXPRESS   2023-04-27 2024-02-13
7. ONTO INNOVATION INC   2023-04-27 2024-02-13
1. LA Z BOY INC   2023-04-27 2024-02-14
1. MONARCH CASINO & RESORT INC   2023-04-27 2024-02-14
11. ONTO INNOVATION INC   2023-04-27 2024-02-14
2. KADANT INC   2023-04-27 2024-02-15
12. LA Z BOY INC   2023-04-27 2024-02-15
3. MONARCH CASINO & RESORT INC   2023-04-27 2024-02-15
5. ONTO INNOVATION INC   2023-04-27 2024-02-15
8. LA Z BOY INC   2023-04-27 2024-02-16
1. MONARCH CASINO & RESORT INC   2023-04-27 2024-02-16
2. MONARCH CASINO & RESORT INC   2023-04-27 2024-02-20
6. MODINE MANUFACTURING CO   2023-04-27 2024-02-21
3. MONARCH CASINO & RESORT INC   2023-04-27 2024-02-21
13. MODINE MANUFACTURING CO   2023-04-27 2024-02-22
1. ASSURANT INC   2023-04-27 2024-03-12
2. FEDERAL SIGNAL CORP   2023-04-27 2024-03-12
7. MODINE MANUFACTURING CO   2023-04-27 2024-03-12
1. MURPHY USA INC W I   2023-04-27 2024-03-12
2. ONTO INNOVATION INC   2023-04-27 2024-03-12
3. ASSURANT INC   2023-04-27 2024-03-13
2. FEDERAL SIGNAL CORP   2023-04-27 2024-03-13
1. MODINE MANUFACTURING CO   2023-04-27 2024-03-13
1. MURPHY USA INC W I   2023-04-27 2024-03-13
1. ONTO INNOVATION INC   2023-04-27 2024-03-13
2. ASSURANT INC   2023-04-27 2024-03-14
2. FEDERAL SIGNAL CORP   2023-04-27 2024-03-14
1. MODINE MANUFACTURING CO   2023-04-27 2024-03-14
2. ONTO INNOVATION INC   2023-04-27 2024-03-14
5. ASSURANT INC   2023-04-27 2024-03-15
2. FEDERAL SIGNAL CORP   2023-04-27 2024-03-15
3. ONTO INNOVATION INC   2023-04-27 2024-03-15
1. FEDERAL SIGNAL CORP   2023-04-27 2024-03-18
1. CTO RTLY GROWTH INC NEW COM   2023-04-27 2024-03-25
2. FEDERAL SIGNAL CORP   2023-04-27 2024-03-25
5. MODINE MANUFACTURING CO   2023-04-27 2024-03-25
2. MURPHY USA INC W I   2023-04-27 2024-03-25
6. ONTO INNOVATION INC   2023-04-27 2024-03-25
5. CTO RTLY GROWTH INC NEW COM   2023-04-27 2024-03-26
3. FEDERAL SIGNAL CORP   2023-04-27 2024-03-26
3. MODINE MANUFACTURING CO   2023-04-27 2024-03-26
2. ONTO INNOVATION INC   2023-04-27 2024-03-26
5. CTO RTLY GROWTH INC NEW COM   2023-04-27 2024-03-27
5. FEDERAL SIGNAL CORP   2023-04-27 2024-03-27
2. MURPHY USA INC W I   2023-04-27 2024-03-27
7. CTO RTLY GROWTH INC NEW COM   2023-04-27 2024-03-28
83. DOMINION RES INC VA NEW   2023-10-04 2024-03-28
273. HA SUSTAINABLE INFRA CAP INC   2023-10-04 2024-03-28
23. MORGAN STANLEY DEAN WITTER DISCOVER & CO   2023-11-01 2024-03-28
10. NET LEASE OFFICE PROPERTIES   2023-11-01 2024-03-28
30. ACCENTURE PLC IRELAND SHS CLASS A   2015-04-10 2024-03-28
6. CTO RTLY GROWTH INC NEW COM   2023-04-27 2024-04-01
1. CTO RTLY GROWTH INC NEW COM   2023-04-27 2024-04-02
119. CHAMPIONX CORPORATION COM   2024-03-25 2024-04-03
8. CTO RTLY GROWTH INC NEW COM   2023-04-27 2024-04-03
2. ONTO INNOVATION INC   2023-04-27 2024-04-03
5. OXFORD INDS INC   2023-04-27 2024-04-03
12. REX AMERICAN RESOURCES CORP   2023-04-27 2024-04-03
2. CTO RTLY GROWTH INC NEW COM   2023-04-27 2024-04-04
3. OXFORD INDS INC   2023-04-27 2024-04-04
3. CTO RTLY GROWTH INC NEW COM   2023-04-27 2024-04-05
5. OXFORD INDS INC   2023-04-27 2024-04-05
7. CTO RTLY GROWTH INC NEW COM   2023-04-27 2024-04-08
18. AGILENT TECHNOLOGIES INC   2023-06-23 2024-04-11
37. AGILENT TECHNOLOGIES INC   2020-03-20 2024-04-11
64. ALPHABET INC CL C   2019-05-13 2024-04-11
45. ALPHABET INC CL A   2015-04-10 2024-04-11
54. AMAZON.COM INC   2022-03-30 2024-04-11
34. AMERIPRISE FINL INC   2016-02-19 2024-04-11
32. ELEVANCE HEALTH INC COM   2019-05-13 2024-04-11
50. APPLE COMPUTER INC.   2011-06-20 2024-04-11
27. BERKSHIRE HATHAWAY INC CL B   2015-04-10 2024-04-11
6. BOOKING HOLDINGS INC COM   2015-06-01 2024-04-11
71. BRIGHT HORIZONS FAMILY SOLUT   2022-06-29 2024-04-11
242. CARRIER GLOBAL CORPORATION COM   2020-09-24 2024-04-11
10. FIRST CTZNS BANCSHARES INC CL A   2021-02-11 2024-04-11
4912. TCW METWEST UNCONSTR BOND FUND I   2020-10-06 2024-04-11
41. MICROSOFT CORP.   2019-05-13 2024-04-11
63. T MOBILE US INC   2022-08-12 2024-04-11
11. UNITED RENTALS INC   2020-03-11 2024-04-11
48. VISA INC COM CL A   2015-04-10 2024-04-11
164. WP CAREY INC   2023-10-04 2024-04-11
4. ASSURANT INC   2023-04-27 2024-04-17
3. ASSURANT INC   2023-04-27 2024-04-18
39. ATLAS COPCO AB A D R CL B   2020-06-23 2024-04-18
4. COMPASS GROUP PLC A D R   2023-04-12 2024-04-18
19. LONDON STOCK EXCHG UNSP A D R   2023-04-12 2024-04-18
4. PT BK RAKYAT A D R   2020-06-23 2024-04-18
36. SAFRAN SA UNSPON A D R   2020-06-23 2024-04-18
36. SHISEIDO CO LTD SPONSORED ADR   2023-04-12 2024-04-18
56. SHOPIFY INC COM NPV CL A   2023-04-12 2024-04-18
27. TAIWAN SEMICONDUCTOR MFG CO LTD SPONSORED ADR   2020-06-23 2024-04-18
79. TENCENT HLDGS LTD A D R   2020-06-23 2024-04-18
5. ALLEGION PLC ORD SHS   2023-04-12 2024-04-18
3. ASML HOLDING NV NY REG SHS A D R   2023-04-12 2024-04-18
9. NXP SEMICONDUCTORS NV   2023-04-12 2024-04-18
2. ASSURANT INC   2023-04-27 2024-04-19
1. ALERUS FINANCIAL CORP   2023-04-27 2024-04-23
2. BANK OF AMERICA CORPORATION   2023-08-07 2024-04-23
15. CHAMPIONX CORPORATION COM   2023-04-27 2024-04-23
30. CHAMPIONX CORPORATION COM   2023-04-27 2024-04-23
6. J P MORGAN CHASE & CO   2023-08-07 2024-04-23
9. MODINE MANUFACTURING CO   2023-04-27 2024-04-23
19. TRUIST FINANCIAL CORP   2023-08-07 2024-04-23
5. UMB FINL CORP   2023-08-07 2024-04-23
21. WESTERN ALLIANCE BANCORP   2023-10-25 2024-04-23
8. SIGNET JEWELERS LTD   2024-03-27 2024-04-23
1. ALERUS FINANCIAL CORP   2023-04-27 2024-04-24
19. CHAMPIONX CORPORATION COM   2023-04-27 2024-04-24
40. CHAMPIONX CORPORATION COM   2023-04-27 2024-04-25
4. FIRST BANCORP NC   2023-04-27 2024-04-25
21. CHAMPIONX CORPORATION COM   2023-04-27 2024-04-26
5. FIRST BANCORP NC   2023-04-27 2024-04-26
1. ALERUS FINANCIAL CORP   2023-04-27 2024-04-29
8. CHAMPIONX CORPORATION COM   2023-04-27 2024-04-29
7. CHAMPIONX CORPORATION COM   2023-04-27 2024-04-30
2. FIRST BANCORP NC   2023-04-27 2024-04-30
19. UMB FINL CORP   2023-04-27 2024-04-30
1. ALERUS FINANCIAL CORP   2023-04-27 2024-05-01
8. FIRST BANCORP NC   2023-04-27 2024-05-01
23. UMB FINL CORP   2023-04-27 2024-05-01
2. ALERUS FINANCIAL CORP   2023-04-27 2024-05-02
1. FIRST BANCORP NC   2023-04-27 2024-05-02
3. FIRST BANCORP NC   2023-04-27 2024-05-02
1. ALERUS FINANCIAL CORP   2023-04-27 2024-05-03
2. FIRST BANCORP NC   2023-04-27 2024-05-03
3. ALERUS FINANCIAL CORP   2023-04-27 2024-05-06
3. FIRST BANCORP NC   2023-04-27 2024-05-06
8. ALERUS FINANCIAL CORP   2023-04-27 2024-05-07
6. ALERUS FINANCIAL CORP   2023-04-27 2024-05-07
2. ALERUS FINANCIAL CORP   2023-04-27 2024-05-07
2. FIRST BANCORP NC   2023-04-27 2024-05-07
74. MUELLER WTR PRODS INC   2023-04-27 2024-05-07
7. MUELLER WTR PRODS INC   2023-04-27 2024-05-07
5. MUELLER WTR PRODS INC   2023-04-27 2024-05-07
4. ALERUS FINANCIAL CORP   2023-04-27 2024-05-08
3. FIRST BANCORP NC   2023-04-27 2024-05-08
1. ALERUS FINANCIAL CORP   2023-04-27 2024-05-09
5. FIRST BANCORP NC   2023-04-27 2024-05-09
2. FIRST BANCORP NC   2023-04-27 2024-05-10
1. ALERUS FINANCIAL CORP   2023-04-27 2024-05-13
2. FIRST BANCORP NC   2023-04-27 2024-05-13
2. FIRST BANCORP NC   2023-04-27 2024-05-14
4. ALERUS FINANCIAL CORP   2023-04-27 2024-05-15
3. FIRST BANCORP NC   2023-04-27 2024-05-15
2. FIRST BANCORP NC   2023-04-27 2024-05-16
3. FIRST BANCORP NC   2023-04-27 2024-05-17
2. FIRST BANCORP NC   2023-04-27 2024-05-20
1. FIRST BANCORP NC   2023-04-27 2024-05-20
5. FIRST BANCORP NC   2023-04-27 2024-05-21
1. FIRST BANCORP NC   2023-04-27 2024-05-21
6. INGEVITY CORP   2023-04-27 2024-05-21
8. MODINE MANUFACTURING CO   2023-04-27 2024-05-21
3. MUELLER WTR PRODS INC   2023-04-27 2024-05-21
17. MUELLER WTR PRODS INC   2023-04-27 2024-05-21
7. INGEVITY CORP   2023-04-27 2024-05-22
14. MUELLER WTR PRODS INC   2023-04-27 2024-05-22
1. INGEVITY CORP   2023-04-27 2024-05-23
11. MUELLER WTR PRODS INC   2023-04-27 2024-05-23
2. INGEVITY CORP   2023-04-27 2024-05-24
4. MODINE MANUFACTURING CO   2023-04-27 2024-05-24
3. MODINE MANUFACTURING CO   2023-04-27 2024-05-24
9. MUELLER WTR PRODS INC   2023-04-27 2024-05-24
8. MUELLER WTR PRODS INC   2023-04-27 2024-05-24
20. MUELLER WTR PRODS INC   2023-04-27 2024-05-24
2. EAGLE MATERIALS INC   2023-04-27 2024-06-03
4. MODINE MANUFACTURING CO   2023-04-27 2024-06-03
13. MUELLER WTR PRODS INC   2023-04-27 2024-06-03
2. THERMON GROUP HOLDINGS INC   2024-02-15 2024-06-03
3. EAGLE MATERIALS INC   2023-04-27 2024-06-04
1. MODINE MANUFACTURING CO   2023-04-27 2024-06-04
4. MUELLER WTR PRODS INC   2023-04-27 2024-06-04
5. MUELLER WTR PRODS INC   2023-04-27 2024-06-04
2. THERMON GROUP HOLDINGS INC   2024-02-16 2024-06-04
10. MUELLER WTR PRODS INC   2023-04-27 2024-06-05
3. THERMON GROUP HOLDINGS INC   2024-02-16 2024-06-05
8. MUELLER WTR PRODS INC   2023-04-27 2024-06-06
3. THERMON GROUP HOLDINGS INC   2024-02-14 2024-06-06
8. MUELLER WTR PRODS INC   2023-04-27 2024-06-07
4. THERMON GROUP HOLDINGS INC   2024-02-14 2024-06-07
6. MUELLER WTR PRODS INC   2023-04-27 2024-06-10
6. THERMON GROUP HOLDINGS INC   2024-02-13 2024-06-10
5. MUELLER WTR PRODS INC   2023-04-27 2024-06-11
2. ASSURANT INC   2023-04-27 2024-07-08
1. CRANE NXT CO   2023-11-15 2024-07-08
2. CURTISS WRIGHT CORP   2023-04-27 2024-07-08
1. FEDERAL SIGNAL CORP   2023-04-27 2024-07-08
2. GETTY RLTY CORP NEW   2023-04-27 2024-07-08
3. LEONARDO DRS INC   2023-04-27 2024-07-08
1. MODINE MANUFACTURING CO   2023-04-27 2024-07-08
2. ASSURANT INC   2023-04-27 2024-07-09
6. CRANE NXT CO   2023-11-15 2024-07-09
2. CURTISS WRIGHT CORP   2023-04-27 2024-07-09
3. FEDERAL SIGNAL CORP   2023-04-27 2024-07-09
9. GETTY RLTY CORP NEW   2023-04-27 2024-07-09
10. LEONARDO DRS INC   2023-04-27 2024-07-09
6. MODINE MANUFACTURING CO   2023-04-27 2024-07-09
8. FEDERAL SIGNAL CORP   2023-04-27 2024-07-10
7. GETTY RLTY CORP NEW   2023-04-27 2024-07-10
7. LEONARDO DRS INC   2023-04-27 2024-07-10
5. GETTY RLTY CORP NEW   2023-04-27 2024-07-11
4. LEONARDO DRS INC   2023-04-27 2024-07-11
5. LEONARDO DRS INC   2023-04-27 2024-07-11
6. LEONARDO DRS INC   2023-04-27 2024-07-12
6. VISTA OUTDOOR INC WI   2023-10-19 2024-07-15
5. VISTA OUTDOOR INC WI   2023-10-19 2024-07-15
5. VISTA OUTDOOR INC WI   2023-10-19 2024-07-15
10. VISTA OUTDOOR INC WI   2023-04-27 2024-07-16
8. VISTA OUTDOOR INC WI   2023-04-27 2024-07-16
16. VISTA OUTDOOR INC WI   2023-04-27 2024-07-17
15. VISTA OUTDOOR INC WI   2023-04-27 2024-07-18
1. VISTA OUTDOOR INC WI   2023-04-27 2024-07-18
7. VISTA OUTDOOR INC WI   2023-04-27 2024-07-19
256. BA-WMC STRATEGIC EUROPEAN EQUITY FUND CL INST   2020-03-20 2024-07-25
384. KINDER MORGAN INC   2023-10-04 2024-07-31
3. MCDONALDS CORP.   2024-03-28 2024-07-31
2. MONARCH CASINO & RESORT INC   2023-04-27 2024-07-31
54. MORGAN STANLEY DEAN WITTER DISCOVER & CO   2024-04-11 2024-07-31
23. TARGET CORPORATION   2024-04-11 2024-07-31
1. MONARCH CASINO & RESORT INC   2023-04-27 2024-08-01
5. MONARCH CASINO & RESORT INC   2023-04-27 2024-08-02
3. MONARCH CASINO & RESORT INC   2023-04-27 2024-08-05
3. CIVEO CORP CDA   2023-10-31 2024-08-12
4. CURTISS WRIGHT CORP   2023-04-27 2024-08-12
10. LADDER CAPITAL CORP REIT CL A   2023-04-27 2024-08-12
11. LEONARDO DRS INC   2023-04-27 2024-08-12
6. CIVEO CORP CDA   2023-10-31 2024-08-13
8. LA Z BOY INC   2023-04-27 2024-08-13
22. LADDER CAPITAL CORP REIT CL A   2023-04-27 2024-08-13
14. LEONARDO DRS INC   2023-04-27 2024-08-13
2. LEONARDO DRS INC   2023-04-27 2024-08-13
1. MURPHY USA INC W I   2023-04-27 2024-08-13
2. CIVEO CORP CDA   2023-08-09 2024-08-14
6. LA Z BOY INC   2023-04-27 2024-08-14
17. LADDER CAPITAL CORP REIT CL A   2023-04-27 2024-08-14
12. LADDER CAPITAL CORP REIT CL A   2023-04-27 2024-08-14
7. LEONARDO DRS INC   2023-04-27 2024-08-14
5. CIVEO CORP CDA   2023-08-14 2024-08-15
5. LA Z BOY INC   2023-04-27 2024-08-15
13. LADDER CAPITAL CORP REIT CL A   2023-04-27 2024-08-15
1. LEONARDO DRS INC   2023-04-27 2024-08-15
8. LEONARDO DRS INC   2023-04-27 2024-08-15
1. MURPHY USA INC W I   2023-04-27 2024-08-15
27. OCEANEERING INTERNATIONAL INC   2023-04-27 2024-08-15
1. CIVEO CORP CDA   2023-04-27 2024-08-16
1. CIVEO CORP CDA   2023-04-27 2024-08-16
5. LEONARDO DRS INC   2023-04-27 2024-08-16
3. LEONARDO DRS INC   2023-04-27 2024-08-16
4. LEONARDO DRS INC   2023-04-27 2024-08-16
1. MURPHY USA INC W I   2023-04-27 2024-08-16
1. CIVEO CORP CDA   2023-04-27 2024-08-19
2. LEONARDO DRS INC   2023-04-27 2024-08-19
1. CIVEO CORP CDA   2023-04-27 2024-08-20
1. CIVEO CORP CDA   2023-04-27 2024-08-21
1. CIVEO CORP CDA   2023-04-27 2024-08-22
2. CIVEO CORP CDA   2023-04-27 2024-08-23
8. BANCORP INC THE   2023-11-01 2024-08-26
7. BANCORP INC THE   2023-10-31 2024-08-27
4. CTS CORP   2023-04-27 2024-08-27
3. LEONARDO DRS INC   2023-04-27 2024-08-27
2. LEONARDO DRS INC   2023-04-27 2024-08-27
5. BANCORP INC THE   2024-03-27 2024-08-28
3. CTS CORP   2023-04-27 2024-08-28
5. LEONARDO DRS INC   2023-04-27 2024-08-28
3. LEONARDO DRS INC   2023-04-27 2024-08-28
4. CTS CORP   2023-04-27 2024-08-29
7. LEONARDO DRS INC   2023-04-27 2024-08-29
12. CTS CORP   2023-04-27 2024-08-30
2. LEONARDO DRS INC   2023-04-27 2024-08-30
3. LEONARDO DRS INC   2023-04-27 2024-08-30
. PROCEEDS FROM SECURITIES LITIGATION     2024-08-30
1. CTS CORP   2023-04-27 2024-09-03
1. CTS CORP   2023-04-27 2024-09-04
3. CTS CORP   2023-04-27 2024-09-05
1. CTS CORP   2023-04-27 2024-09-06
4. ASSURANT INC   2023-04-27 2024-09-09
5. CTS CORP   2023-04-27 2024-09-09
1. CIVEO CORP CDA   2023-04-27 2024-09-09
6. OCEANEERING INTERNATIONAL INC   2023-04-27 2024-09-09
10. TREEHOUSE FOODS INC   2023-04-27 2024-09-09
2. CTS CORP   2023-04-27 2024-09-10
11. CIVEO CORP CDA   2023-04-27 2024-09-10
7. OCEANEERING INTERNATIONAL INC   2023-04-27 2024-09-10
9. TREEHOUSE FOODS INC   2023-04-27 2024-09-10
1. TREEHOUSE FOODS INC   2023-04-27 2024-09-10
17. CTS CORP   2023-04-27 2024-09-11
1. CTS CORP   2023-04-27 2024-09-11
4. TREEHOUSE FOODS INC   2023-04-27 2024-09-11
1. CIVEO CORP CDA   2023-04-27 2024-09-12
7. CIVEO CORP CDA   2023-04-27 2024-09-13
6. CIVEO CORP CDA   2023-08-16 2024-09-16
203. ABBVIE INC   2024-04-11 2024-09-17
125. NOVARTIS AG ADR   2023-10-04 2024-09-17
1. CTS CORP   2023-04-27 2024-10-10
17. ESSENTIAL PROPERTIES REALTY   2023-04-27 2024-10-10
2. MODINE MANUFACTURING CO   2023-04-27 2024-10-10
4. TALEN ENERGY CORP COM   2024-08-02 2024-10-10
7. TALEN ENERGY CORP COM   2024-08-02 2024-10-10
9. CTS CORP   2023-04-27 2024-10-11
10. ESSENTIAL PROPERTIES REALTY   2023-04-27 2024-10-11
7. MODINE MANUFACTURING CO   2023-04-27 2024-10-11
4. CTS CORP   2023-04-27 2024-10-14
2. CTS CORP   2023-04-27 2024-10-15
1. CTS CORP   2023-04-27 2024-10-15
6. CTS CORP   2023-04-27 2024-10-16
3. CTS CORP   2023-04-27 2024-10-17
1. CTS CORP   2023-04-27 2024-10-17
1. CTS CORP   2023-04-27 2024-10-18
7. AMALGAMATED FINL CORP   2023-04-27 2024-10-21
2. CTS CORP   2023-04-27 2024-10-21
36. UMB FINL CORP   2023-08-07 2024-10-22
7. AMALGAMATED FINL CORP   2023-04-27 2024-10-23
7. AMALGAMATED FINL CORP   2023-04-27 2024-10-24
10. NEXSTAR MEDIA GROUP INC   2023-04-27 2024-10-24
9. VISTA OUTDOOR INC WI   2023-04-27 2024-10-24
11. VISTA OUTDOOR INC WI   2023-04-27 2024-10-24
4. AMALGAMATED FINL CORP   2023-04-27 2024-10-25
46. MGIC INVESTMENT CORP   2023-04-27 2024-11-04
16. BANCORP INC THE   2024-03-27 2024-11-06
2. KADANT INC   2023-04-27 2024-11-06
24. LEONARDO DRS INC   2023-04-27 2024-11-06
37. VISTA OUTDOOR INC WI   2023-04-27 2024-11-06
1. KADANT INC   2023-04-27 2024-11-07
33. LEONARDO DRS INC   2023-04-27 2024-11-07
8. NEXSTAR MEDIA GROUP INC   2023-04-27 2024-11-07
15. VISTA OUTDOOR INC WI   2023-04-27 2024-11-07
14. VISTA OUTDOOR INC WI   2023-04-27 2024-11-07
30. LEONARDO DRS INC   2023-04-27 2024-11-08
1. NEXSTAR MEDIA GROUP INC   2023-04-27 2024-11-08
3. VISTA OUTDOOR INC WI   2023-04-27 2024-11-08
11. VISTA OUTDOOR INC WI   2023-04-27 2024-11-08
5. AMALGAMATED FINL CORP   2023-04-27 2024-11-11
1. EQUITY COMMONWEALTH USD0.01( BNF INT)   2023-05-23 2024-11-11
5. EQUITY COMMONWEALTH USD0.01( BNF INT)   2023-05-23 2024-11-11
12. EQUITY COMMONWEALTH USD0.01( BNF INT)   2023-06-16 2024-11-11
2. MURPHY USA INC W I   2023-04-27 2024-11-11
1. AMALGAMATED FINL CORP   2023-04-27 2024-11-12
3. AMALGAMATED FINL CORP   2023-04-27 2024-11-12
1. CURTISS WRIGHT CORP   2023-04-27 2024-11-12
12. EQUITY COMMONWEALTH USD0.01( BNF INT)   2023-06-16 2024-11-12
4. AMALGAMATED FINL CORP   2023-04-27 2024-11-13
1. CURTISS WRIGHT CORP   2023-04-27 2024-11-13
13. EQUITY COMMONWEALTH USD0.01( BNF INT)   2023-05-19 2024-11-13
5. EQUITY COMMONWEALTH USD0.01( BNF INT)   2023-05-24 2024-11-13
5. AMALGAMATED FINL CORP   2023-04-27 2024-11-14
2. CURTISS WRIGHT CORP   2023-04-27 2024-11-14
15. TREEHOUSE FOODS INC   2023-04-27 2024-11-14
21. TREEHOUSE FOODS INC   2023-04-27 2024-11-14
50. TREEHOUSE FOODS INC   2023-09-29 2024-11-14
2. AMALGAMATED FINL CORP   2023-04-27 2024-11-15
3. CURTISS WRIGHT CORP   2023-04-27 2024-11-15
7. TREEHOUSE FOODS INC   2023-10-04 2024-11-15
4. AMALGAMATED FINL CORP   2023-04-27 2024-11-18
8. EQUITY COMMONWEALTH USD0.01( BNF INT)   2023-05-24 2024-11-18
3. EQUITY COMMONWEALTH USD0.01( BNF INT)   2023-05-24 2024-11-18
3. TREEHOUSE FOODS INC   2023-10-03 2024-11-18
4. TREEHOUSE FOODS INC   2023-10-17 2024-11-18
10. EQUITY COMMONWEALTH USD0.01( BNF INT)   2023-06-15 2024-11-19
14. TREEHOUSE FOODS INC   2023-10-19 2024-11-19
1. TREEHOUSE FOODS INC   2023-10-13 2024-11-19
5. AMALGAMATED FINL CORP   2023-04-27 2024-11-20
7. AMALGAMATED FINL CORP   2023-04-27 2024-11-21
8. AMALGAMATED FINL CORP   2023-04-27 2024-11-22
2. AMALGAMATED FINL CORP   2023-04-27 2024-11-22
6. AMALGAMATED FINL CORP   2023-04-27 2024-11-25
1. EQUITY COMMONWEALTH USD0.01( BNF INT)   2023-05-17 2024-11-25
6. AMALGAMATED FINL CORP   2023-04-27 2024-11-26
21. EQUITY COMMONWEALTH USD0.01( BNF INT)   2023-06-20 2024-11-26
1. AMALGAMATED FINL CORP   2023-04-27 2024-11-27
3. AMALGAMATED FINL CORP   2023-04-27 2024-11-29
5. AMALGAMATED FINL CORP   2023-04-27 2024-12-02
1. AMALGAMATED FINL CORP   2023-04-27 2024-12-03
7. AMALGAMATED FINL CORP   2023-04-27 2024-12-04
2. AMALGAMATED FINL CORP   2023-04-27 2024-12-05
3. AMALGAMATED FINL CORP   2023-04-27 2024-12-06
2. AMALGAMATED FINL CORP   2023-04-27 2024-12-09
1. AMALGAMATED FINL CORP   2023-04-27 2024-12-10
3. AMALGAMATED FINL CORP   2023-04-27 2024-12-11
2. AMALGAMATED FINL CORP   2023-04-27 2024-12-11
60. EQUITY COMMONWEALTH USD0.01( BNF INT)   2023-07-25 2024-12-11
1. AMALGAMATED FINL CORP   2023-04-27 2024-12-12
92. EQUITY COMMONWEALTH USD0.01( BNF INT)   2023-07-25 2024-12-12
71. EQUITY COMMONWEALTH USD0.01( BNF INT)   2024-03-15 2024-12-13
5. EQUITY COMMONWEALTH USD0.01( BNF INT)   2023-05-15 2024-12-13
46. EQUITY COMMONWEALTH USD0.01( BNF INT)   2024-02-14 2024-12-16
13. PATTERSON COMPANIES INC   2023-04-27 2024-12-23
9. PATTERSON COMPANIES INC   2023-04-27 2024-12-23
14. PATTERSON COMPANIES INC   2023-04-27 2024-12-24
4. PATTERSON COMPANIES INC   2023-04-27 2024-12-24
2. PATTERSON COMPANIES INC   2023-04-27 2024-12-26
13. PATTERSON COMPANIES INC   2023-04-27 2024-12-27
52. PATTERSON COMPANIES INC   2023-04-27 2024-12-30
4. PATTERSON COMPANIES INC   2023-04-27 2024-12-30
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 66   40 26
b 24   66 -42
c 624   467 157
d 194   120 74
e 4   11 -7
404   303 101
100   75 25
63   40 23
18   55 -37
640   758 -118
14   44 -30
807   598 209
17   55 -38
14   44 -30
402   299 103
617   758 -141
129   80 49
17   55 -38
505   374 131
167   202 -35
64   40 24
14   44 -30
41   51 -10
130   80 50
14   44 -30
148   177 -29
212   253 -41
64   40 24
14   44 -30
212   253 -41
1,535   889 646
63   40 23
26   88 -62
42   51 -9
63   40 23
13   44 -31
127   80 47
14   44 -30
42   51 -9
29   88 -59
63   76 -13
19   55 -36
952   292 660
22   66 -44
42   51 -9
457   146 311
15   44 -29
21   25 -4
15   44 -29
391   252 139
125   152 -27
44   132 -88
474   303 171
42   51 -9
26   77 -51
157   101 56
21   25 -4
26   77 -51
865   555 310
468   303 165
62   76 -14
27   77 -50
473   303 170
42   51 -9
313   202 111
42   51 -9
3   11 -8
157   101 56
63   76 -13
10   33 -23
314   202 112
63   76 -13
2   2  
3   11 -8
625   404 221
83   101 -18
17   55 -38
707   454 253
147   177 -30
45   143 -98
688   472 216
1,115   982 133
316   202 114
107   126 -19
524   231 293
852   590 262
1,089   982 107
21   25 -4
1,188   540 648
38   28 10
69   69  
1,898   848 1,050
681   371 310
458   335 123
206   207 -1
873   386 487
304   223 81
68   69 -1
136   138 -2
465   125 340
204   207 -3
1,033   271 762
180   118 62
156   101 55
595   146 449
408   271 137
363   154 209
544   354 190
158   101 57
83   21 62
409   271 138
179   77 102
359   236 123
155   101 54
83   21 62
351   154 197
905   590 315
156   101 55
529   231 298
78   50 28
17   17  
165   101 64
491   104 387
834   543 291
1,117   463 654
83   84 -1
248   151 97
291   63 228
362   154 208
84   84  
420   252 168
833   543 290
119   117 2
4,082   3,486 596
7,737   4,156 3,581
2,164   1,633 531
237   178 59
10,365   2,850 7,515
102   101 1
17   17  
4,639   3,686 953
134   134  
368   154 214
524   497 27
713   342 371
34   34  
316   298 18
50   50  
525   497 28
119   117 2
2,591   2,148 443
5,326   2,767 2,559
10,153   1,840 8,313
7,076   1,232 5,844
10,072   8,928 1,144
14,330   2,951 11,379
16,020   6,003 10,017
8,456   566 7,890
10,956   3,881 7,075
21,547   7,119 14,428
7,824   8,073 -249
13,649   4,160 9,489
15,693   6,699 8,994
49,955   58,453 -8,498
17,381   2,151 15,230
10,070   7,959 2,111
7,426   1,152 6,274
13,124   3,179 9,945
9,124   8,479 645
682   472 210
513   354 159
571   372 199
108   103 5
541   480 61
66   42 24
1,992   979 1,013
953   1,741 -788
3,952   2,591 1,361
3,594   1,530 2,064
3,073   5,076 -2,003
629   512 117
2,702   1,991 711
1,986   1,539 447
344   236 108
21   15 6
77   64 13
529   415 114
1,055   830 225
1,150   942 208
786   188 598
739   619 120
423   363 60
1,254   846 408
807   791 16
21   15 6
659   525 134
1,393   1,106 287
127   120 7
735   581 154
158   150 8
20   15 5
276   221 55
238   194 44
61   60 1
1,516   1,192 324
20   15 5
249   240 9
1,848   1,443 405
39   30 9
31   30 1
95   90 5
20   15 5
64   60 4
60   46 14
95   90 5
161   122 39
120   91 29
41   30 11
64   60 4
1,332   977 355
127   92 35
90   66 24
81   61 20
95   90 5
20   15 5
160   150 10
64   60 4
20   15 5
64   60 4
64   60 4
80   61 19
95   90 5
64   60 4
98   90 8
65   60 5
33   30 3
160   150 10
32   30 2
302   421 -119
810   167 643
57   40 17
325   224 101
350   491 -141
266   185 81
48   70 -22
208   145 63
96   140 -44
403   83 320
307   63 244
170   119 51
150   106 44
376   264 112
457   291 166
400   83 317
232   172 60
64   56 8
674   436 238
92   21 71
71   53 18
89   66 23
63   56 7
178   132 46
92   84 8
141   106 35
92   83 9
140   106 34
120   108 12
106   79 27
182   161 21
88   66 22
324   236 88
57   53 4
546   335 211
84   50 34
54   65 -11
79   44 35
106   21 85
325   236 89
334   320 14
548   335 213
250   151 99
240   292 -52
260   146 114
639   125 514
676   404 272
190   227 -37
184   102 82
141   162 -21
107   58 49
134   73 61
162   88 74
228   147 81
188   122 66
189   122 67
382   235 147
303   188 115
612   376 236
561   353 208
37   24 13
261   165 96
3,584   1,964 1,620
8,127   6,018 2,109
798   846 -48
158   138 20
5,595   4,904 691
3,447   3,926 -479
75   69 6
364   345 19
212   207 5
81   59 22
1,185   670 515
115   91 24
301   160 141
163   117 46
331   223 108
254   200 54
386   204 182
55   29 26
501   271 230
55   37 18
245   168 77
197   155 42
140   109 31
195   102 93
138   92 46
208   140 68
152   118 34
28   15 13
224   117 107
505   271 234
736   463 273
27   18 9
27   18 9
140   73 67
84   44 40
111   58 53
511   271 240
28   18 10
56   29 27
27   18 9
27   18 9
27   18 9
54   37 17
409   287 122
353   248 105
195   168 27
83   44 39
56   29 27
252   172 80
146   126 20
141   73 68
85   44 41
196   168 28
199   102 97
589   505 84
57   29 28
85   44 41
71     71
47   42 5
47   42 5
139   126 13
45   42 3
777   472 305
225   211 14
28   18 10
142   103 39
418   525 -107
90   84 6
299   201 98
157   120 37
375   472 -97
42   52 -10
758   716 42
45   42 3
162   210 -48
28   18 10
197   128 69
168   110 58
39,171   31,646 7,525
14,447   11,998 2,449
48   42 6
550   413 137
263   42 221
663   454 209
1,163   723 440
431   379 52
325   243 82
916   146 770
194   168 26
98   84 14
49   42 7
294   253 41
148   126 22
49   42 7
49   42 7
241   113 128
95   84 11
3,836   2,611 1,225
237   113 124
234   113 121
1,695   1,701 -6
396   212 184
484   259 225
135   65 70
1,080   661 419
893   523 370
775   371 404
845   350 495
1,633   871 762
382   186 196
1,172   481 691
1,509   1,361 148
662   353 309
618   329 289
1,094   438 656
174   170 4
132   71 61
484   259 225
185   81 104
20   21 -1
100   107 -7
241   255 -14
1,050   543 507
37   16 21
110   49 61
387   167 220
241   255 -14
148   65 83
390   167 223
260   276 -16
100   106 -6
183   81 102
734   335 399
493   787 -294
694   1,101 -407
1,649   2,523 -874
71   32 39
1,068   502 566
226   303 -77
142   65 77
161   169 -8
60   63 -3
98   129 -31
131   171 -40
201   211 -10
451   574 -123
32   40 -8
176   81 95
252   113 139
291   129 162
72   32 40
223   97 126
20   21 -1
218   97 121
423   441 -18
36   16 20
107   49 58
179   81 98
35   16 19
250   113 137
73   32 41
107   49 58
71   32 39
36   16 20
107   49 58
72   32 40
96   1,244 -1,148
35   16 19
150   1,895 -1,745
118   1,346 -1,228
8   102 -94
78   862 -784
401   347 54
278   240 38
432   373 59
123   107 16
62   53 9
401   347 54
1,604   1,387 217
123   107 16
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
      5,233
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       26
b       -42
c       157
d       74
e       -7
      101
      25
      23
      -37
      -118
      -30
      209
      -38
      -30
      103
      -141
      49
      -38
      131
      -35
      24
      -30
      -10
      50
      -30
      -29
      -41
      24
      -30
      -41
      646
      23
      -62
      -9
      23
      -31
      47
      -30
      -9
      -59
      -13
      -36
      660
      -44
      -9
      311
      -29
      -4
      -29
      139
      -27
      -88
      171
      -9
      -51
      56
      -4
      -51
      310
      165
      -14
      -50
      170
      -9
      111
      -9
      -8
      56
      -13
      -23
      112
      -13
       
      -8
      221
      -18
      -38
      253
      -30
      -98
      216
      133
      114
      -19
      293
      262
      107
      -4
      648
      10
       
      1,050
      310
      123
      -1
      487
      81
      -1
      -2
      340
      -3
      762
      62
      55
      449
      137
      209
      190
      57
      62
      138
      102
      123
      54
      62
      197
      315
      55
      298
      28
       
      64
      387
      291
      654
      -1
      97
      228
      208
       
      168
      290
      2
      596
      3,581
      531
      59
      7,515
      1
       
      953
       
      214
      27
      371
       
      18
       
      28
      2
      443
      2,559
      8,313
      5,844
      1,144
      11,379
      10,017
      7,890
      7,075
      14,428
      -249
      9,489
      8,994
      -8,498
      15,230
      2,111
      6,274
      9,945
      645
      210
      159
      199
      5
      61
      24
      1,013
      -788
      1,361
      2,064
      -2,003
      117
      711
      447
      108
      6
      13
      114
      225
      208
      598
      120
      60
      408
      16
      6
      134
      287
      7
      154
      8
      5
      55
      44
      1
      324
      5
      9
      405
      9
      1
      5
      5
      4
      14
      5
      39
      29
      11
      4
      355
      35
      24
      20
      5
      5
      10
      4
      5
      4
      4
      19
      5
      4
      8
      5
      3
      10
      2
      -119
      643
      17
      101
      -141
      81
      -22
      63
      -44
      320
      244
      51
      44
      112
      166
      317
      60
      8
      238
      71
      18
      23
      7
      46
      8
      35
      9
      34
      12
      27
      21
      22
      88
      4
      211
      34
      -11
      35
      85
      89
      14
      213
      99
      -52
      114
      514
      272
      -37
      82
      -21
      49
      61
      74
      81
      66
      67
      147
      115
      236
      208
      13
      96
      1,620
      2,109
      -48
      20
      691
      -479
      6
      19
      5
      22
      515
      24
      141
      46
      108
      54
      182
      26
      230
      18
      77
      42
      31
      93
      46
      68
      34
      13
      107
      234
      273
      9
      9
      67
      40
      53
      240
      10
      27
      9
      9
      9
      17
      122
      105
      27
      39
      27
      80
      20
      68
      41
      28
      97
      84
      28
      41
      71
      5
      5
      13
      3
      305
      14
      10
      39
      -107
      6
      98
      37
      -97
      -10
      42
      3
      -48
      10
      69
      58
      7,525
      2,449
      6
      137
      221
      209
      440
      52
      82
      770
      26
      14
      7
      41
      22
      7
      7
      128
      11
      1,225
      124
      121
      -6
      184
      225
      70
      419
      370
      404
      495
      762
      196
      691
      148
      309
      289
      656
      4
      61
      225
      104
      -1
      -7
      -14
      507
      21
      61
      220
      -14
      83
      223
      -16
      -6
      102
      399
      -294
      -407
      -874
      39
      566
      -77
      77
      -8
      -3
      -31
      -40
      -10
      -123
      -8
      95
      139
      162
      40
      126
      -1
      121
      -18
      20
      58
      98
      19
      137
      41
      58
      39
      20
      58
      40
      -1,148
      19
      -1,745
      -1,228
      -94
      -784
      54
      38
      59
      16
      9
      54
      217
      16
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 182,327
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 3,097
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 3,097
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 3,097
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,472
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 2,472
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 9 625
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 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 arrowMD
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 2024 or the taxable year beginning in 2024? 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 arrowBROWN ADVISORY Telephone no.right arrow (410) 537-5450

Located atright arrow901 S BOND STREET SUITE 400BALTIMOREMD ZIP+4right arrow21231
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
ANN FRITZ HACKETT PRESIDENT
1 		0    
1110 BROOK VALLEY LANE
MCLEAN,VA22102
HELEN BAKER BONSAL TREASURER
1 		0    
328 GARRISON FOREST ROAD
OWINGS MILLS,MD21117
DR JENETTE H WHEELER SECRETARY
1 		0    
130 LLANFAIR ROAD
ARDMORE,PA19003
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 (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
1,663,866
b
Average of monthly cash balances.......................
1b
140,301
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,804,167
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
1,804,167
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
27,063
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,777,104
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
88,855
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
88,855
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
3,097
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,097
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
85,758
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
85,758
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
85,758
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
82,167
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
82,167
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 85,758
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 6,974
e From 2023...... 6,931
f Total of lines 3a through e ........ 13,905
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 82,167
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 82,167
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 3,591 3,591
(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 10,314
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		10,314
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 3,383
d Excess from 2023.... 6,931
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

CALVERT SCHOOL

105 TUSCANY ROAD
BALTIMORE,MD21210 		NONE PC PROGRAM SUPPORT 1,000

DEFENDERS OF ANIMAL RIGHTS INC

14412 OLD YORK ROAD
PHOENIX,MD21131 		NONE PC PROGRAM SUPPORT 2,000

GBMC FOUNDATION

6701 NORTH CHARLES STREET
TOWSON,MD21204 		NONE PC PROGRAM SUPPORT 7,000

IRVINE NATURE CENTER

11201 GARRISON FOREST ROAD
OWINGS MILLS,MD21117 		NONE PC PROGRAM SUPPORT 1,000

CHESAPEAKE BAY FOUNDATION

PO BOX 17447
Baltimore,MD212989104 		NONE PC PROGRAM SUPPORT 1,000

CHURCH OF THE REDEEMER

5603 N CHARLES ST
BALTIMORE,MD21210 		NONE PC PROGRAM SUPPORT 6,000

GARRISON FOREST SCHOOL

300 GARRISON FOREST ROAD
OWINGS MILLS,MD211174064 		NONE PC PROGRAM SUPPORT 3,000

GILCHRIST HOSPICE CARE

11311 MCCORMICK RD STE 350
HUNT VALLEY,MD21031 		NONE PC PROGRAM SUPPORT 1,000

CAMP ARACADIA SCHOLARSHIP FDN
c/o CINDY MURPHY
777 MIDDLE ROAD 66
PORTSMOUTH,NH03801 		NONE PC PROGRAM SUPPORT 1,000

WORLD WILDLIFE FUND

1250 24TH STREET NW
Washington,DC200906555 		NONE PC PROGRAM SUPPORT 1,000

WEATHERSFIELD HISTORICAL SOCIETY

PO BOX 126
PERKINSVILLE,VT05151 		NONE PC PROGRAM SUPPORT 1,000

JAFFREY CENTER VILLAGE IMPROVEMENT

PO BOX 722
JAFFREY CENTER,NH03452 		NONE PC PROGRAM SUPPORT 1,500

THE LIGHT HOUSE

10 HUDSON STREET
ANNAPOLIS,MD21401 		NONE PC PROGRAM SUPPORT 1,000

ST JUDE'S CHILDREN'S HOSPITAL

501 ST JUDE PLACE
MEMPHIS,TN38105 		NONE PC PROGRAM SUPPORT 1,000

MARYLAND SPCA

3300 FALLS ROAD
BALTIMORE,MD21211 		NONE PC PROGRAM SUPPORT 1,000

POTOMAC SCHOOL
DEVELOPMENT OFFICE
1301 POTOMAC SCHOOL ROAD
MCLEAN,VA22101 		NONE PC PROGRAM SUPPORT 1,000

VALLEY PLANNING COUNCIL INC

PO BOX 5402
Towson,MD212855402 		NONE PC PROGRAM SUPPORT 1,000

ST ELIZABETH'S HIGH SCHOOL

1500 CEDAR STREET
WILMINGTON,DE19805 		NONE PC PROGRAM SUPPORT 2,000

MARYLAND CENTER FOR HISTORY CULTURE

610 PARK AVENUE
BALTIMORE,MD21201 		NONE PC PROGRAM SUPPORT 1,000

SEVERN RIVERKEEPER PROGRAM

PO BOX 6593
Annapolis,MD21401 		NONE PC PROGRAM SUPPORT 1,000

THORNDIKE POND CONSERVATION ASSOCIATION

PO BOX 595
JAFFREY,NH03452 		NONE PC PROGRAM SUPPORT 1,500

CATHEDRAL OF THE PINES

10 HALE HILL ROAD
RINDGE,NH03461 		NONE PC PROGRAM SUPPORT 1,000

GREATER BALTIMORE MEDICAL CENTER

6701 N CHARLES STREET
BALTIMORE,MD21204 		NONE PC PROGRAM SUPPORT 1,000

FIRST UNITARIAN CHURCH OF PITTSBURGH

605 MOREWOOD AVE
PITTSBURGH,PA15213 		NONE PC PROGRAM SUPPORT 13,500

TRUSTEES OF DARTMOUTH COLLEGE

6001 PARKHURST HALL SUITE 209
HANOVER,NH03755 		NONE PC PROGRAM SUPPORT 1,000

THE KEY SCHOOL

534 HILLSMERE DRIVE
ANNAPOLIS,MD21403 		NONE PC PROGRAM SUPPORT 1,000

GILMAN SCHOOL

5407 ROLAND AVE
BALITMORE,MD21210 		NONE PC PROGRAM SUPPORT 1,000

WASHINGTON NATIONAL CATHEDRAL

3101 WISCONSIN AVE NW
WASHINGTON,DC20016 		NONE PC PROGRAM SUPPORT 2,000

INDIAN CREEK SCHOOL

1130 ANNE CHAMBERS WAY
CROWNSVILLE,MD21032 		NONE PC PROGRAM SUPPORT 1,000

THE SUMMIT SCHOOL

664 CENTRAL AVE E 3429
EDGEWATER,MD21037 		NONE PC PROGRAM SUPPORT 1,000

SMITH COLLEGE-GEN SCHOLARSHIP PROG
2024 BUCKINGHAM SCHOOL OF FREDERI
2 SEELYE DR
NORTHAMPTON,MA01063 		NONE PC PROGRAM SUPPORT 10,000

MTVERNON PLACE CONSERVANCY
2024 BUCKINGHAM SCHOOL OF FREDERI
24 W FRANKLIN ST
BALTIMORE,MD21201 		NONE PC PROGRAM SUPPORT 1,000

MTVERNON OF BALTO PRES FUND
2024 BUCKINGHAM SCHOOL OF FREDERI
5500 GREENLEAF RD
BALTIMORE,MD21210 		NONE PC PROGRAM SUPPORT 2,000

FIRST CONG CHURCH OF WEATHERSFIELD
2024 BUCKINGHAM SCHOOL OF FREDERI
250 MAIN ST
WETHERSFIELD,CT06109 		NONE PC PROGRAM SUPPORT 1,000

AMERICARES

88 HAMILTON AVENUE
STAMFORD,CT06902 		NONE PC PROGRAM SUPPORT 1,000

JHU ALEXANDER W SCHWEIZER FELLOWSHIP

133 BROOKLINE AVENUE 2ND FLOOR
BOSTON,MA02115 		NONE PC PROGRAM SUPPORT 1,000

UPPER VALLEY HABITAT FOR HUMANITY

PO BOX 1038
WHITE RIVER JUNCTION,VT05001 		NONE PC PROGRAM SUPPORT 1,000

MAINLINE UNITARIAN CHURCH

816 S VALLEY FORGE RD
DEVON,PA19333 		NONE PC PROGRAM SUPPORT 3,500

WORLD CENTRAL KITCHENINC

200 MASSACHUSETTS AVE NW 7TH FLR
WASHINGTON,DC20001 		NONE PC PROGRAM SUPPORT 1,000
Total .................................right arrow 3a 81,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 56,974  
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 ............ 		    18 182,327  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   239,301  
13Total. Add line 12, columns (b), (d), and (e)..................
13
239,301
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
BUCKINGHAM SCHOOL FREDERICK COUNTY MD
EIN:
52-6034781
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE 1,167     1,167

TY 2024 InvestmentsCorpBondsSchedule
Name:
BUCKINGHAM SCHOOL FREDERICK COUNTY MD
EIN:
52-6034781
Name of Bond End of Year Book Value End of Year Fair Market Value
FIXED MUTUAL FUNDS 172,412 166,089

TY 2024 InvestmentsCorpStockSchedule
Name:
BUCKINGHAM SCHOOL FREDERICK COUNTY MD
EIN:
52-6034781
Name of Stock End of Year Book Value End of Year Fair Market Value
COMMON STOCK 708,489 1,037,692
EQUITY MUTUAL FUNDS 233,021 284,946
FOREIGN STOCKS 216,848 256,674

TY 2024 OtherIncreasesSchedule
Name:
BUCKINGHAM SCHOOL FREDERICK COUNTY MD
EIN:
52-6034781
Description Amount
COST BASIS ADJUSTMENT 4,219


TY 2024 OtherProfessionalFeesSchedule
Name:
BUCKINGHAM SCHOOL FREDERICK COUNTY MD
EIN:
52-6034781
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES-PRIN 11,241 11,241    
OTHER EXPENSE (NON-DEDUCTIBLE 117 117    


TY 2024 TaxesSchedule
Name:
BUCKINGHAM SCHOOL FREDERICK COUNTY MD
EIN:
52-6034781
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 696 696   0
FEDERAL EXCISE TAX 741 0   0
QUARTERLY TAX DEPOSIT 2,472 0   0
FOREIGN TAXES ON QUALIFIED FOR 519 519   0
FOREIGN TAXES ON NONQUALIFIED 173 173   0