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
PUTCHIE FOUNDATION
C/O INTENTIONAL PHILANTHROPY LLC
Number and street (or P.O. box number if mail is not delivered to street address)4801 HAMPDEN LANE 106
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BETHESDA, MD20814
A Employer identification number

84-3229178
B Telephone number (see instructions)

(301) 761-4433
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$10,632,656J Accounting method:
MODIFIED CASH
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 8,229 8,229  
4 Dividends and interest from securities... 278,577 278,577  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 306,969
b Gross sales price for all assets on line 6a 7,075,987
7 Capital gain net income (from Part IV, line 2)... 306,969
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 593,775 593,775  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
55 0   55
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,547 0   4,547
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
113,459 77,459   36,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
14,178 14,178   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
26,191 17,272   8,919
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 158,430 108,909   49,521
25 Contributions, gifts, grants paid....... 580,000 580,000
26 Total expenses and disbursements. Add lines 24 and 25 738,430 108,909   629,521
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -144,655
b Net investment income (if negative, enter -0-) 484,866
c Adjusted net income (if negative, enter -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......... 202,039 779,546 779,546
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 228,130 Click to see attachment
List of Attached Documents:
// Content
425,310 		425,310
b Investments—corporate stock (attach schedule)....... 6,828,975 Click to see attachment
List of Attached Documents:
// Content
6,649,720 		6,649,720
c Investments—corporate bonds (attach schedule)....... 2,687,871 Click to see attachment
List of Attached Documents:
// Content
2,568,548 		2,568,548
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).......... 306,946 Click to see attachment
List of Attached Documents:
// Content
209,532 		209,532
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) 10,253,961 10,632,656 10,632,656
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 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........... 10,253,961 10,632,656
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 10,253,961 10,632,656
30 Total liabilities and net assets/fund balances (see instructions). 10,253,961 10,632,656
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
10,253,961
2
Enter amount from Part I, line 27a .....................
2
-144,655
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
523,350
4
Add lines 1, 2, and 3 ..........................
4
10,632,656
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
10,632,656
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 SALE OF PUBLICLY TRADED SECURITIES P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 7,075,987   6,769,018 306,969
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       306,969
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 306,969
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 6,740
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 6,740
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 6,740
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 29,984
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 29,984
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 23,244
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow23,244 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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowDE
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 arrowN/A
14
The books are in care ofright arrowINTENTIONAL PHILANTHROPY LLC Telephone no.right arrow (301) 761-4433

Located atright arrow4801 HAMPDEN LANE SUITE 106BETHESDAMD ZIP+4right arrow20814
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
SARAH K BENSON DIRECTOR, PRESIDENT & SECRETARY
1.00 		0 0 0
4801 HAMPDEN LANE SUITE 106
BETHESDA,MD20814
NICK WUSZ DIRECTOR
1.00 		0 0 0
4801 HAMPDEN LANE SUITE 106
BETHESDA,MD20814
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
FIDELITY INVESTMENTS INVESTMENT MANAGEMENT 77,459
PO BOX 770001
CINCINNATI,OH452770003
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 arrow0
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
10,365,901
b
Average of monthly cash balances.......................
1b
323,081
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
10,688,982
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
10,688,982
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
160,335
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
10,528,647
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
526,432
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
526,432
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
6,740
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,740
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
519,692
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
519,692
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
519,692
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
629,521
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
629,521
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 7 519,692
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......  
b From 2020...... 119,233
c From 2021...... 9,042
d From 2022...... 110,302
e From 2023...... 142,524
f Total of lines 3a through e ........ 381,101
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 629,521
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..... 519,692
e Remaining amount distributed out of corpus 109,829
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 490,930
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 ...... 		490,930
10 Analysis of line 9:
a Excess from 2020.... 119,233
b Excess from 2021.... 9,042
c Excess from 2022.... 110,302
d Excess from 2023.... 142,524
e Excess from 2024.... 109,829
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

DOUGY CENTER INC

PO BOX 86852
PORTLAND,OR97286 		N/A PC GENERAL OPERATING SUPPORT 15,000

FRIENDS OF THE CHILDREN PORTLAND

44 NE MORRIS
PORTLAND,OR97212 		N/A PC GENERAL OPERATING SUPPORT 125,000

GREATER THAN

2916 NW ALBERTA ST SUITE D
PORTLAND,OR97211 		N/A PC GENERAL OPERATING SUPPORT 150,000

KAIROSPDX

PO BOX 12190
PORTLAND,OR97212 		N/A PC GENERAL OPERATING SUPPORT 150,000

KINSHIP HOUSE

1823 NE 8TH AVE
PORTLAND,OR97212 		N/A PC GENERAL OPERATING SUPPORT 125,000

TRAUMA INTERVENTION PROGRAM NW

4800 NW 122ND AVE
PORTLAND,OR97230 		N/A PC GENERAL OPERATING SUPPORT 15,000
Total .................................right arrow 3a 580,000
bApproved for future payment
Total ................................. right arrow 3b 0
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 ........... 		    14 8,229  
4 Dividends and interest from securities ....     14 278,577  
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 ............ 		    18 306,969  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 593,775 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
593,775
(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:
PUTCHIE FOUNDATION
 
C/O INTENTIONAL PHILANTHROPY LLC
EIN:
84-3229178
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEES 4,547 0   4,547

TY 2024 InvestmentsCorpBondsSchedule
Name:
PUTCHIE FOUNDATION
 
C/O INTENTIONAL PHILANTHROPY LLC
EIN:
84-3229178
Name of Bond End of Year Book Value End of Year Fair Market Value
BANK NEW YORK MELLON CORP MTN 5.80200% 10/25/2028 (CALL DATE 10/25/27) 73,913 73,913
AMGEN INC NOTE CALL MAKE WHOLE 2.20000% 02/21/2027 (CALL DATE 12/21/26) 75,855 75,855
BRISTOL-MYERS SQUIBB CO NOTE 4.90000% 02/22/2029 CALL MAKE WHOLE (CALL DATE 74,360 74,360
EUROPEAN INVT BK NOTE 3.87500% 03/15/2028 178,213 178,213
CVS HEALTH CORP NOTE CALL MAKE WHOLE 3.87500% 07/20/2025 (CALL DATE 04/20/25 64,582 64,582
EUROPEAN INVT BK NOTE 4.12500% 02/13/2034 182,208 182,208
HUNTINGTON BANCSHARES INC NOTE 6.20800% 08/21/2029 CALL MAKE WHOLE (CALL DAT 72,267 72,267
INTER-AMERICAN DEV BK NOTE 4.50000% 09/13/2033 299,179 299,179
INTER-AMERICAN DEVELOPMENT BANK 3.12500% 09/18/2028 SER 670 MTN ISIN #US4581 198,016 198,016
INTERNATIONAL BK FOR RECON&DEV SER 100225 2.50000% 11/22/2027 NOTE ISIN #US4 267,810 267,810
INTERNATIONAL BK FOR RECON&DEV SER 101234 0.50000% 10/28/2025 NOTE 142,378 142,378
INTERNATIONAL BK FOR RECON&DEV NOTE 0.75000% 08/26/2030 143,296 143,296
INTERNATIONAL BK FOR RECON&DEV NOTE 1.25000% 02/10/2031 230,413 230,413
NEXTERA ENERGY CAP HLDGS INC BOND 4.45000% 06/20/2025 CALL MAKE WHOLE 73,876 73,876
INTERNATIONAL BK FOR RECON&DEV SER 101426 1.62500% 11/03/2031 NOTE 117,455 117,455
PNC FINL SVCS GROUP INC NOTE 5.35400% 12/02/2028 (CALL DATE 12/02/27) 75,050 75,050
SALESFORCE INC NOTE CALL MAKE WHOLE 1.95000% 07/15/2031 (CALL DATE 04/15/31) 74,696 74,696
STATE STR CORP NOTE 5.10400% 05/18/2026 (CALL DATE 05/18/25) 73,112 73,112
UNITEDHEALTH GROUP INC NOTE 2.30000% 05/15/2031 CALL MAKE WHOLE (CALL DATE 0 75,678 75,678
TRUIST FINL CORP SER G MTN 4.87300% 01/26/2029 CALL MAKE WHOLE (CALL DATE 01 38,796 38,796
WASTE MGMT INC DEL NOTE CALL MAKE WHOLE 4.95000% 07/03/2027 (CALL DATE 06/03 37,395 37,395

TY 2024 InvestmentsCorpStockSchedule
Name:
PUTCHIE FOUNDATION
 
C/O INTENTIONAL PHILANTHROPY LLC
EIN:
84-3229178
Name of Stock End of Year Book Value End of Year Fair Market Value
AFLAC INC COM 16,757 16,757
AAC TECHNOLOGIES HOLDINGS INC UNSP ADR EACH REP 1 ORD SHS 21,441 21,441
ABB LTD SPON ADR EACH REP 1 ORD SHS 35,019 35,019
AIA GROUP ADR 24,065 24,065
ASX LTD UNSP ADR EACH REPR 1 ORD 17,128 17,128
AT&T INC COM USD1 25,844 25,844
ADOBE INC COM 25,791 25,791
ABBOTT LABORATORIES 32,689 32,689
ASE TECHNOLOGY HOLDING CO LTD SPON ADS EACH REP 2 ORD SHS 25,326 25,326
AKAMAI TECHNOLOGIES COM USD0.01 17,887 17,887
AGIOS PHARMACEUTICALS INC 9,069 9,069
AGILENT TECHNOLOGIES INC COM USD0.01 16,389 16,389
ALLIANZ SE UNSPON ADS EACH REP 1/10 ORD SHARES 26,600 26,600
ALPHABET INC CAP STK CL A 114,905 114,905
AMERICAN EXPRESS CO COM USD0.20 30,866 30,866
AMADEUS IT GROUP S A UNSPONSORED ADS 19,187 19,187
AMAZON.COM INC 70,205 70,205
AMERICAN INTERNATIONAL GROUP INC 18,200 18,200
AMERICAN VANGUARD CORP 13,089 13,089
ANZ GROUP HOLDINGS LIMITED SPON ADR EACH REP 1 ORD SHS 24,380 24,380
ELEVANCE HEALTH INC COM 11,436 11,436
ANHEUSER-BUSCH INBEV SA/NV ADR EAH REP 1 ORD NPV 20,629 20,629
APPLIED MATERIALS INC COM USD0.01 22,931 22,931
APOLLO GLOBAL MGMT INC COM 28,242 28,242
APPLE INC 167,030 167,030
ASSA ABLOY UNSP ADR EA REPR 0.50 ORD SHS 20,056 20,056
ARISTA NETWORKS INC COM SHS 21,222 21,222
ASSOCIATED BANC-CORP 19,024 19,024
ATLAS COPCO AB SP ADR A NEW 17,959 17,959
AUTOMATIC DATA PROCESSING INC COM 35,713 35,713
AVIENT CORPORATION COM 19,695 19,695
BNP PARIBAS ADR 17,131 17,131
BYD CO UNSP ADR EACH REPR 2 ORD 22,022 22,022
BANCOLOMBIA ADR REPSG 4 PRF PFD 19,694 19,694
BANCO BILBAO VIZCAYA ARGENTAR ADS EACH REPR 1 ORD EUR0.49 16,194 16,194
BARNES GROUP INC 20,605 20,605
BECTON DICKINSON &CO COM USD1.00 18,830 18,830
BIOGEN INC COM USD0.0005 14,986 14,986
BENCHMARK ELECTRONICS INC 18,024 18,024
BOOKING HOLDINGS INC COM 24,842 24,842
BLACKSTONE INC 21,208 21,208
BLACKROCK INC COM 31,778 31,778
BOSTON SCIENTIFIC CORP 33,316 33,316
BRAMBLES LTD SPON ADR EACH REP 2 ORD SHS 17,450 17,450
BROADCOM INC COM 47,527 47,527
CBIZ INC 17,430 17,430
CBRE GROUP INC COM USD0.01 CLASS A 19,431 19,431
THE CIGNA GROUP COM 14,912 14,912
CSW INDUSTRIALS INC COM 18,698 18,698
CME GROUP INC COM 26,474 26,474
CADENCE DESIGN SYSTEMS INC COM USD0.01 18,328 18,328
CANON INC SPON ADR EACH REP 1 ORD NPV 16,505 16,505
CHAMPIONX CORPORATION COM 15,362 15,362
CATERPILLAR INC COM 39,904 39,904
CHIPOTLE MEXICAN GRILL INC 30,271 30,271
CHESAPEAKE UTILITIES CORP 16,140 16,140
CHUNGHWA TELECOM ADR EA REPR 10 ORD TWD10 17,959 17,959
CISCO SYSTEMS INC 35,224 35,224
CINTAS CORP 20,462 20,462
CHURCH &DWIGHT CO INC COM 19,162 19,162
CLEAN HARBORS INC 17,491 17,491
CITIZENS FINL GROUP INC COM 19,911 19,911
COLGATE-PALMOLIVE CO COM 19,546 19,546
COMMERCIAL METALS CO 16,765 16,765
COMMONWEALTH BANK OF AUSTRALIA SPON ADR EACH REPR 1 ORD 45,917 45,917
COMCAST CORP 31,976 31,976
CORNING INC 22,097 22,097
CONAGRA BRANDS INC 15,901 15,901
CONSTELLATION BRANDS INC COM USD0.01 CLASS A 14,586 14,586
DBS GROUP HLDGS LTD SPONS ADR EACH REP 4 ORD SHS 24,072 24,072
DNB BANK ASA SPON ADR EACH REP 1 ORD SHS 24,776 24,776
MERCEDES-BENZ GROUP AG UNSP ADR EACH REP 0.25 ORD SHS 21,614 21,614
DANAHER CORPORATION COM 25,939 25,939
DECKERS OUTDOOR CORP 20,715 20,715
DISNEY WALT CO COM 34,741 34,741
DEERE & CO 22,456 22,456
DIAGEO ADR REP 4 ORD 22,121 22,121
ECOLAB INC 18,277 18,277
DOVER CORP COM USD1.00 19,698 19,698
ELEMENT SOLUTIONS INC COM 18,081 18,081
ENSIGN GROUP INC 16,209 16,209
EMPIRE PETE CORP COM 9,964 9,964
EQUITABLE HLDGS INC COM 20,613 20,613
ESCO TECHNOLOGIES INC 20,514 20,514
ESSILOR LUXOTTICA UNSPONSORED ADR 20,876 20,876
EXELON CORP COM NPV 18,971 18,971
EVOLUTION PETE CORP COM 32,379 32,379
EVERSOURCE ENERGY 19,813 19,813
FERGUSON ENTERPRISES INC COM 13,538 13,538
FAST RETAILING CO LTD UNSPONSORD ADR 18,220 18,220
FOMENTO ECONOMICO MEXICANO SAB DE C SPON ADR RP 10 UTS(1B&2D-B&2 D-L 12,653 12,653
FISERV INC COM STK USD0.01 29,580 29,580
FIRST BANCORP 14,630 14,630
GENERAL MILLS INC COM USD0.10 16,835 16,835
GENUINE PARTS CO COM USD1.00 14,128 14,128
FUJIFILM HOLDINGS ADR 19,400 19,400
GSK PLC SPON ADS EACH REP 2 ORD SHS 18,500 18,500
GIVAUDAN SA ADR EACH 50 REPR 1 ORD 22,640 22,640
GLOBE LIFE INC COM 22,304 22,304
GOLDMAN SACHS GROUP INC COM USD0.01 32,067 32,067
HDFC BANK LTD SPON ADS EACH REP 3 ORD SHS 33,782 33,782
GODADDY INC CL A 24,277 24,277
HALLIBURTON CO COM USD2.50 26,537 26,537
HSBC HLDGS PLC SPON ADR NEW 35,710 35,710
HERMES INTERNATIONAL SA ADR 22,230 22,230
HEXAGON AB ADR EACH REPR 1 ORD SHS 17,775 17,775
HITACHI ADR EACH REPR 2 ORD NPV 31,160 31,160
HONDA MOTOR CO ADR-EACH CNV INTO 3 ORD 35,373 35,373
HOME DEPOT INC 31,897 31,897
ILLINOIS TOOL WORKS INC COM 21,553 21,553
ICICI BANK LIMITED SPON ADR EACH REPR 2 ORD SHS 46,552 46,552
HUBBELL INC COM 18,850 18,850
INFOSYS LTD SPON ADR EACH REP 1 ORD SHS 24,792 24,792
INDITEX (IND.DE DISENO TEXTIL SA) UNSP ADR EACH REP 0.50 ORD 21,530 21,530
INFORMA PLC SPON ADR EACH REPR 2 ORD GBP4.35 20,838 20,838
INTEL CORP COM USD0.001 18,606 18,606
INTERNATIONAL BUS MACH CORP COM USD0.20 30,117 30,117
INGERSOLL RAND INC COM 23,429 23,429
INTESA SANPAOLO S.P.A. SPON ADR EACH REP 6 ORD SHS 22,653 22,653
INTERNATIONAL FLAVORS &FRAGRANCES COM USD0.125 13,866 13,866
INTUITIVE SURGICAL INC 22,444 22,444
JERONIMO MARTINS SGPS SA ADR 16,831 16,831
KB FINL GROUP INC SPONSORED ADR 15,534 15,534
IQVIA HLDGS INC COM 17,293 17,293
KT ADR REP 1/2 ORD 19,540 19,540
KLA CORP COM NEW 16,383 16,383
KASIKORNBANK PUBLIC CO LTD UNSPONSORED ADR 19,289 19,289
KEURIG DR PEPPER INC COM 14,036 14,036
KB HOME 13,801 13,801
KOSMOS ENERGY LTD COM 29,675 29,675
L OREAL UNSPON ADR EACH REP 0.2 ORD SHS 21,334 21,334
LAM RESEARCH CORP COM NEW 16,613 16,613
LVMH MOET HENNESSY LOUIS VUITTON ADR 28,621 28,621
ELI LILLY &CO COM 60,216 60,216
LLOYDS BANKING GROUP ADR 4 ORD 17,381 17,381
LAMB WESTON HLDGS INC COM 19,982 19,982
LOCALIZA RENT A CAR SPONSORED ADR 23,300 23,300
LONDON STOCK EXCHANGE GROUP UNSPN ADR EACH REPR 0.25 ORD 24,341 24,341
LOEWS CORP COM USD0.01 26,677 26,677
LONZA GROUP AG UNSPONSORED ADR 15,459 15,459
LULULEMON ATHLETICA INC COM USD0.005 22,562 22,562
MS AND AD INSURANCE GROUP HLDNGS ADR 15,478 15,478
MATSON INC COM NPV 18,203 18,203
MASTERCARD INCORPORATED CL A 62,662 62,662
MACQUARIE GROUP LIMITED ADR EACH REPR 1 ORD 31,409 31,409
MERCK &CO. INC COM 21,985 21,985
MICROSOFT CORP 138,674 138,674
MICRON TECHNOLOGY INC 17,000 17,000
MIDDLESEX WTR CO COM 14,894 14,894
MIRUM PHARMACEUTICALS INC COM 14,886 14,886
MOODYS CORP COM USD0.01 17,041 17,041
NVR INC COM USD0.01 16,358 16,358
MORGAN STANLEY COM USD0.01 28,161 28,161
MUENCHENER RE GROUP ADR 19,188 19,188
NACCO INDUSTRIES INC 17,862 17,862
NEW JERSEY RES CORP COM 15,674 15,674
NOV INC COM 13,286 13,286
NISSAN MOTOR CO LTD SPONSORED ADR 24,496 24,496
NOMURA HOLDINGS ADR REPTG ONE ORD 20,653 20,653
NINTENDO CO LTD UNSP ADS EACH REP 0.25 ORD SHS 19,019 19,019
NVIDIA CORPORATION COM 147,182 147,182
NOVONESIS (NOVOZYMES) B AMERICAN DEPOSITARY RECEIPTS - UNSPONSORED (DENMARK) 14,078 14,078
NOVO NORDISK A/S ADR-EACH CNV INTO 1 CLASS B DKK1 40,946 40,946
OFG BANCORP COM USD1 15,193 15,193
ONE GAS INC COM USD0.01 16,482 16,482
OLD NATIONAL BANCORP 16,691 16,691
ORKLA ASA SPON ADR EACH REP 1 COM SHS CL A 17,320 17,320
ORMAT TECHNOLOGIES INC 14,153 14,153
OVERSEA-CHINESE BANKING CORP UNSP ADR EACH REP 2 ORD 17,553 17,553
PNC FINANCIAL SERVICES GROUP COM USD5 22,563 22,563
PPG INDUSTRIES INC COM USD1.666 17,679 17,679
BANK RAKYAT INDONESIA UNSP ADR EACH REPR 50 ORD B SHS 14,694 14,694
PAYCHEX INC COM USD0.01 18,649 18,649
PAR PAC HOLDINGS INC COM NEW 14,341 14,341
PACCAR INC COM USD1.00 24,445 24,445
PROSUS N.V. SPON ADR EACH REP 0.20 ORD SHS 16,984 16,984
PERNOD RICARD ADR EACH REPR 0.20 ORD 14,792 14,792
PULTE GROUP INC COM USD0.01 16,771 16,771
QUALCOMM INC 28,881 28,881
RECRUIT HOLDINGS CO LTD UNSPON ADR EACH REPR 0.2 ORD SHS 22,562 22,562
QUANTA SERVICES COM USD0.00001 21,175 21,175
RECKITT BENCKISER GROUP PLC SPON ADR EACH REP 0.20 ORD SHS 32,622 32,622
RELX PLC SPON ADS EACH REPR 1 ORD SHS GBP0.144 23,073 23,073
REGIONS FINANCIAL CORP NEW COM 18,510 18,510
RELIANCE INC COM NPV 19,387 19,387
ROPER TECHNOLOGIES INC 16,115 16,115
REX AMERICAN RES CORP COM 18,427 18,427
ROCHE HOLDINGS ADR 36,938 36,938
SNAM SPA UNSP ADR EA REPR 2 ORD SHS 19,316 19,316
S&T BANCORP INC 11,886 11,886
S&P GLOBAL INC COM 33,866 33,866
SANOFI ADR REP 1 1/2 ORD 24,983 24,983
SALESFORCE INC COM 28,752 28,752
SPX TECHNOLOGIES INC COM 15,134 15,134
SCHWAB CHARLES CORP COM 19,095 19,095
SAP ADR REP 1 ORD 43,825 43,825
SCHNEIDER ELECTRIC SE UNSPONSORD ADR 35,046 35,046
SEKISUI HOUSE ADR REP 1 ORD 18,913 18,913
SEEK LTD UNSPONSORD ADR 18,467 18,467
SEMPRA COM 32,018 32,018
SHIN ETSU CHEMICAL CO LTD ADR 18,205 18,205
SERVICENOW INC COM USD0.001 16,962 16,962
SIKA AG UNSP ADR EACH REP 0.10 ORD SHS 20,783 20,783
SINGAPORE AIRLINES LIMITED ADR NEW 22,378 22,378
SMUCKER J M CO COM NEW 14,316 14,316
SOLARIS ENERGY INFRAS INC COM CL A 24,319 24,319
SNOWFLAKE INC CL A 23,470 23,470
SOMPO HOLDINGS INC AMERICAN DEPOSITARY RECEIPTS UNSPONSORED 18,415 18,415
SPIRE INC COM 16,279 16,279
SONIC HEALTHCARE SPON ADR EACH REP 1 ORD SHS 13,361 13,361
SOUTHSTATE CORP COM STK 13,529 13,529
STRYKER CORPORATION COM 22,323 22,323
STANDARD BANK GROUP LTD SPONSORED ADR 19,867 19,867
SUMITOMO ELECTRIC INDS ADR 18,903 18,903
SUMMIT MATLS INC CL A 20,189 20,189
SUMITOMO MITSUI TRUST GROUP, INC. ADR - SPONSORED 20,586 20,586
SUMITOMO MITSUI FINANCIAL GROUP INC ADR EACH REPR 3/5 ORD NPV 25,357 25,357
TDK ORD 18,079 18,079
SYSCO CORP 17,509 17,509
SYNOPSYS INC 16,988 16,988
TJX COMPANIES INC 40,955 40,955
T-MOBILE US INC COM 24,280 24,280
TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10 84,921 84,921
TAKEDA PHARMACEUTICAL CO LTD SPON ADS EACH REP 0.5 ORD SHS 20,694 20,694
TAYLOR MORRISON HOME CORP COM 16,894 16,894
TEJON RANCH CO 16,997 16,997
TELSTRA GROUP LIMITED SPON ADR EACH REP 5 COM 21,283 21,283
TELENOR ASA ADR EACH REPR 1 ORD NOK6 SPON 18,103 18,103
TENCENT HOLDINGS LIMITED UNSPON ADR 54,456 54,456
TEXAS INSTRUMENTS INC COM USD1.00 36,189 36,189
TEXAS PACIFIC LAND CORPORATION COM 24,331 24,331
THERMO FISHER SCIENTIFIC INC 30,694 30,694
TOKYO ELECTRON UNSPON ADR EACH REPR 0.5 SHS 14,721 14,721
3I GROUP UNSP ADR EACH REPR 0.5 ORD 18,600 18,600
TOKIO MARINE HLDGS INC ADR 25,034 25,034
TRAVELERS COMPANIES INC COM STK NPV 17,585 17,585
TRIMAS CORP COM NEW 17,852 17,852
TRACTOR SUPPLY CO 18,040 18,040
UGI CORP 19,733 19,733
TRUIST FINL CORP COM 17,482 17,482
TRIP COM GROUP LTD SPON ADS EACH REP 1 ORD SHS 26,365 26,365
US BANCORP 21,284 21,284
UBER TECHNOLOGIES INC COM 14,477 14,477
UNICREDIT SPA UNSPON ADR EACH REP 0.5 ORD SHS 19,121 19,121
UNITED UTILITIES GROUP ADR 19,785 19,785
UNITED OVERSEAS BK LTD SPONSORED ADR 22,296 22,296
UNITED MICR ELCTRNS ADR REP 5 ORD 16,764 16,764
UNITIL CORP 14,848 14,848
VAXCYTE INC COM 18,500 18,500
UNITEDHEALTH GROUP INC 67,279 67,279
VERIZON COMMUNICATIONS INC 24,634 24,634
VINCI ADR EACH REPR 0.25 ORD EUR2.5 17,659 17,659
VISA INC 71,425 71,425
WABTEC COM 21,044 21,044
VULCAN MATERIALS CO 19,549 19,549
VODAFONE GROUP SPON ADR EACH REP 10 ORD 14,620 14,620
WAL-MART DE MEXICO S A DE C V SPON ADR REP V 13,174 13,174
WEYERHAEUSER CO MTN BE COM NEW 18,720 18,720
WIPRO LTD SPON ADR REP 1 ORD SHS INR2 30,324 30,324
WOORI FINANCIAL GROUP INC SPON ADS EACH REP 3 ORD SHS 20,656 20,656
ZOETIS INC 15,967 15,967
ACCENTURE PLC 43,622 43,622
CONSTELLIUM SE (FRANCE) EUR0.02 CLASS A 10,065 10,065
ZURICH INSURANCE GROUP AG SPON ADR EACH REP 0.1 ORD SHS 26,068 26,068
NVENT ELECTRIC PLC COM USD0.01 16,699 16,699
NOBLE CORPORATION PLC COM USD0.0001 CL A 14,758 14,758
GENPACT LIMITED COM STK USD0.01 19,285 19,285
CHUBB LIMITED COM NPV ISIN #CH0044328745 17,407 17,407
TRANE TECHNOLOGIES PLC COM USD1 18,837 18,837
TEEKAY TANKERS LTD (BM) USD1 A 12,136 12,136
CHECK POINT SOFTWARE TECHNOLOGIES LTD 16,056 16,056
NEBIUS GROUP N V COM USD0.01 CL A 13,241 13,241
ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012 33,961 33,961

TY 2024 InvestmentsGovtObligationsSch
Name:
PUTCHIE FOUNDATION
 
C/O INTENTIONAL PHILANTHROPY LLC
EIN:
84-3229178
US Government Securities - End of Year Book Value:

160,444
US Government Securities - End of Year Fair Market Value:

160,444
State & Local Government Securities - End of Year Book Value:


264,866
State & Local Government Securities - End of Year Fair Market Value:


264,866


TY 2024 InvestmentsOtherSchedule2
Name:
PUTCHIE FOUNDATION
 
C/O INTENTIONAL PHILANTHROPY LLC
EIN:
84-3229178
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ALEXANDRIA REAL ESTATE EQUITIES COM USD0.01 FMV 16,876 16,876
AMERICAN TOWER CORP NEW COM FMV 13,389 13,389
AVALONBAY COMMUNITIES INC COM USD0.01 FMV 17,818 17,818
CROWN CASTLE INC COM FMV 14,612 14,612
EQUINIX INC COM FMV 20,744 20,744
HEALTHPEAK PROPERTIES INC COM FMV 18,182 18,182
HOST HOTELS &RESORTS INC COM FMV 19,482 19,482
PROLOGIS INC. COM FMV 28,116 28,116
PUBLIC STORAGE OPER CO COM FMV 20,961 20,961
SIMON PROPERTY GROUP INC FMV 20,321 20,321
WELLTOWER INC COM FMV 19,031 19,031

TY 2024 LegalFeesSchedule
Name:
PUTCHIE FOUNDATION
 
C/O INTENTIONAL PHILANTHROPY LLC
EIN:
84-3229178
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 55 0   55


TY 2024 OtherExpensesSchedule
Name:
PUTCHIE FOUNDATION
 
C/O INTENTIONAL PHILANTHROPY LLC
EIN:
84-3229178
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADR FEES 5,358 0   5,358
INSURANCE 750 0   750
MEMBERSHIP DUES 830 0   830
POSTAGE 15 0   15
REGISTRATION AND FILING FEES 283 0   283
OFFICE SUPPLIES 1,683 0   1,683
BOND AMORTIZATION 17,272 17,272   0


TY 2024 OtherIncreasesSchedule
Name:
PUTCHIE FOUNDATION
 
C/O INTENTIONAL PHILANTHROPY LLC
EIN:
84-3229178
Description Amount
UNREALIZED GAIN ON INVESTMENTS 523,350


TY 2024 OtherProfessionalFeesSchedule
Name:
PUTCHIE FOUNDATION
 
C/O INTENTIONAL PHILANTHROPY LLC
EIN:
84-3229178
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 77,459 77,459   0
FOUNDATION MANAGEMENT FEES 36,000 0   36,000


TY 2024 TaxesSchedule
Name:
PUTCHIE FOUNDATION
 
C/O INTENTIONAL PHILANTHROPY LLC
EIN:
84-3229178
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN WITHHOLDING TAX 14,178 14,178   0