TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go 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
THE MEDWAY CHARITABLE TRUST

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

45-5521136

B Telephone number (see instructions)

(410) 537-5452

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$6,188,475J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	113,010		112,080
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		348,860
b	Gross sales price for all assets on line 6a 999,215
7	Capital gain net income (from Part IV, line 2)...			348,860
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).......	List of Attached Documents: // Content	-8,880	-3,357
12	Total. Add lines 1 through 11........	452,990		457,583
13	Compensation of officers, directors, trustees, etc.	24,000				24,000
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).......	List of Attached Documents: // Content	1,167	0	0	1,167
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	22,243	22,243		0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	4,390	1,598		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).......	List of Attached Documents: // Content	957	957
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	52,757		24,798	0	25,167
25	Contributions, gifts, grants paid.......	228,926				228,926
26	Total expenses and disbursements. Add lines 24 and 25	281,683		24,798	0	254,093
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	171,307
b	Net investment income (if negative, enter -0-)			432,785
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	425,379	477,084	477,084
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts 0
	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).......	2,381,720	List of Attached Documents: // Content 2,405,885	4,194,588
	c	Investments—corporate bonds (attach schedule).......	941,072	List of Attached Documents: // Content 1,046,072	922,684
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	274,958	List of Attached Documents: // Content 274,958	594,119
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	4,023,129	4,203,999	6,188,475
	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 )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	4,023,129	4,203,999
	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).....	4,023,129	4,203,999
	30	Total liabilities and net assets/fund balances (see instructions).	4,023,129	4,203,999

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

4,023,129

Enter amount from Part I, line 27a .....................

171,307

Other increases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

9,563

Add lines 1, 2, and 3 ..........................

4,203,999

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

4,203,999

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	135. BANK OF AMERICA CORPORATION		2019-08-15	2024-01-02
b	96. BANK OF AMERICA CORPORATION		2018-12-14	2024-01-02
c	18. NETFLIX INC		2022-07-27	2024-01-02
d	127. BANK OF AMERICA CORPORATION		2017-04-05	2024-01-03
e	17. NETFLIX INC		2022-07-27	2024-01-03
	21. ACCENTURE PLC		2015-06-23	2024-01-04
	9. ACCENTURE PLC		2015-06-23	2024-01-04
	1. ACCENTURE PLC		2015-06-23	2024-01-05
	24. ACCENTURE PLC		2015-06-23	2024-01-05
	12. ACCENTURE PLC		2015-06-23	2024-01-08
	51. APPLE COMPUTER INC.		2013-04-16	2024-01-25
	14. EDWARDS LIFESCIENCES CORP		2022-11-05	2024-01-25
	24. EDWARDS LIFESCIENCES CORP		2017-02-03	2024-01-26
	4. LULULEMON ATHLETICA INC COM USD0.005		2020-04-20	2024-01-26
	6. NVIDIA CORP COM		2022-02-17	2024-01-26
	5. PROGRESSIVE CORP		2023-03-27	2024-01-26
	3. THERMO ELECTRON CORP		2017-02-01	2024-01-26
	17. UBER TECHNOLOGIES INC COM		2023-11-02	2024-01-26
	10. EDWARDS LIFESCIENCES CORP		2017-02-10	2024-01-29
	1. EDWARDS LIFESCIENCES CORP		2017-02-10	2024-01-30
	8. EDWARDS LIFESCIENCES CORP		2017-02-10	2024-01-31
	7. EDWARDS LIFESCIENCES CORP		2017-02-10	2024-01-31
	3. NVIDIA CORP COM		2022-02-17	2024-02-02
	2. SERVICENOW INC COM		2020-12-14	2024-02-02
	49. UBER TECHNOLOGIES INC COM		2023-06-05	2024-02-06
	7. CHEWY INC CLASS A		2021-04-12	2024-02-15
	6. CHEWY INC CLASS A		2021-04-12	2024-02-15
	2. NVIDIA CORP COM		2022-02-17	2024-02-15
	253. AVANTOR INC COM		2022-02-10	2024-02-16
	22. CHEWY INC CLASS A		2021-04-12	2024-02-16
	11. CHEWY INC CLASS A		2021-04-12	2024-02-16
	2. NVIDIA CORP COM		2022-01-21	2024-02-16
	257. AVANTOR INC COM		2022-04-06	2024-02-20
	19. CHEWY INC CLASS A		2021-04-12	2024-02-20
	5. CHEWY INC CLASS A		2021-04-12	2024-02-20
	479. AVANTOR INC COM		2023-01-18	2024-02-21
	42. CHEWY INC CLASS A		2021-09-02	2024-02-21
	29. CHEWY INC CLASS A		2021-09-02	2024-02-21
	15. CHEWY INC CLASS A		2021-09-03	2024-02-22
	39. CHEWY INC CLASS A		2021-09-03	2024-02-22
	8. CHEWY INC CLASS A		2022-03-01	2024-02-22
	29. CHEWY INC CLASS A		2023-03-23	2024-02-23
	48. CHEWY INC CLASS A		2022-08-05	2024-02-23
	49. CHEWY INC CLASS A		2023-03-24	2024-02-23
	. PROCEEDS FROM SECURITIES LITIGATION			2024-02-29
	3. INTUITIVE SURGICAL INC		2013-08-30	2024-03-01
	3. LULULEMON ATHLETICA INC COM USD0.005		2020-05-05	2024-03-01
	2. NVIDIA CORP COM		2022-01-21	2024-03-01
	1. THERMO ELECTRON CORP		2017-02-01	2024-03-01
	4. UBER TECHNOLOGIES INC COM		2023-07-20	2024-03-01
	3. INTUITIVE SURGICAL INC		2013-08-30	2024-03-04
	4. LULULEMON ATHLETICA INC COM USD0.005		2020-05-05	2024-03-04
	2. NVIDIA CORP COM		2022-01-21	2024-03-04
	1. THERMO ELECTRON CORP		2017-02-01	2024-03-04
	5. UBER TECHNOLOGIES INC COM		2023-07-20	2024-03-04
	2. NVIDIA CORP COM		2022-01-21	2024-03-08
	11. LULULEMON ATHLETICA INC COM USD0.005		2020-05-04	2024-03-18
	7. INTUIT INC.		2017-04-12	2024-03-20
	1. SERVICENOW INC COM		2020-12-10	2024-03-20
	4. ADOBE SYS INCORP		2016-05-09	2024-03-21
	1. ATLASSIAN CORPORATION CL A		2024-02-02	2024-03-21
	2. ATLASSIAN CORPORATION CL A		2022-10-19	2024-03-21
	1. AUTODESK INC		2023-12-06	2024-03-21
	2. AUTODESK INC		2023-12-06	2024-03-21
	1. MICROSOFT CORP.		2018-12-19	2024-03-21
	1. SERVICENOW INC COM		2020-12-07	2024-03-21
	2. ALIGN TECHNOLOGY INC		2022-01-15	2024-03-22
	1. SBA COMMUNICATIONS CORP NEW CL A		2023-06-01	2024-03-22
	4. SBA COMMUNICATIONS CORP NEW CL A		2023-06-01	2024-03-22
	2. NVIDIA CORP COM		2022-01-21	2024-03-26
	1. NVIDIA CORP COM		2022-01-21	2024-03-27
	6. SBA COMMUNICATIONS CORP NEW CL A		2023-11-02	2024-03-27
	2. SBA COMMUNICATIONS CORP NEW CL A		2023-11-02	2024-03-28
	3. SBA COMMUNICATIONS CORP NEW CL A		2023-11-02	2024-03-28
	2. SBA COMMUNICATIONS CORP NEW CL A		2023-10-12	2024-04-01
	3. SBA COMMUNICATIONS CORP NEW CL A		2023-10-12	2024-04-01
	41. GE VERNOVA INC COM		2023-11-16	2024-04-02
	1. SBA COMMUNICATIONS CORP NEW CL A		2023-10-12	2024-04-02
	1. LULULEMON ATHLETICA INC COM USD0.005		2024-03-22	2024-04-11
	2. SBA COMMUNICATIONS CORP NEW CL A		2023-10-12	2024-04-11
	1. SBA COMMUNICATIONS CORP NEW CL A		2016-02-04	2024-04-11
	4. LULULEMON ATHLETICA INC COM USD0.005		2024-03-22	2024-04-12
	5. LULULEMON ATHLETICA INC COM USD0.005		2020-04-21	2024-04-12
	2. LULULEMON ATHLETICA INC COM USD0.005		2020-04-21	2024-04-12
	5. SBA COMMUNICATIONS CORP NEW CL A		2016-02-04	2024-04-12
	3. SBA COMMUNICATIONS CORP NEW CL A		2016-02-02	2024-04-12
	2. LULULEMON ATHLETICA INC COM USD0.005		2020-04-21	2024-04-15
	4. LULULEMON ATHLETICA INC COM USD0.005		2020-04-16	2024-04-15
	4. SBA COMMUNICATIONS CORP NEW CL A		2016-02-02	2024-04-15
	3. SBA COMMUNICATIONS CORP NEW CL A		2016-01-28	2024-04-15
	.25 GE VERNOVA INC COM		2023-09-26	2024-04-16
	7. INTUITIVE SURGICAL INC		2013-09-30	2024-04-16
	2. SBA COMMUNICATIONS CORP NEW CL A		2016-01-28	2024-04-16
	4. SBA COMMUNICATIONS CORP NEW CL A		2016-01-28	2024-04-17
	6. LULULEMON ATHLETICA INC COM USD0.005		2020-04-16	2024-04-18
	4. LULULEMON ATHLETICA INC COM USD0.005		2020-04-15	2024-04-18
	4. LULULEMON ATHLETICA INC COM USD0.005		2020-04-15	2024-04-18
	4. SBA COMMUNICATIONS CORP NEW CL A		2016-01-28	2024-04-18
	9. NXP SEMICONDUCTORS NV		2018-09-19	2024-04-18
	6. SBA COMMUNICATIONS CORP NEW CL A		2016-02-24	2024-04-19
	2. SBA COMMUNICATIONS CORP NEW CL A		2016-02-03	2024-04-22
	8. SBA COMMUNICATIONS CORP NEW CL A		2016-02-26	2024-04-22
	7. SBA COMMUNICATIONS CORP NEW CL A		2016-02-23	2024-04-23
	46. PINTEREST INC CL A		2021-05-26	2024-04-24
	98. PINTEREST INC CL A		2021-07-30	2024-04-24
	2. SBA COMMUNICATIONS CORP NEW CL A		2016-02-18	2024-04-24
	4. SBA COMMUNICATIONS CORP NEW CL A		2016-02-18	2024-04-24
	3. SBA COMMUNICATIONS CORP NEW CL A		2016-02-18	2024-04-24
	66. PINTEREST INC CL A		2021-05-14	2024-04-25
	78. PINTEREST INC CL A		2021-05-13	2024-04-25
	7. SBA COMMUNICATIONS CORP NEW CL A		2016-02-09	2024-04-25
	80. PINTEREST INC CL A		2021-10-08	2024-04-26
	31. PINTEREST INC CL A		2021-10-07	2024-04-26
	7. SBA COMMUNICATIONS CORP NEW CL A		2016-02-11	2024-04-26
	28. GE AEROSPACE		2023-11-16	2024-05-03
	1. CINTAS CORP.		2018-03-01	2024-05-07
	1. GENERAC HLDGS INC COM USD0.01		2024-03-28	2024-05-07
	1. IDEX CORP COM USD0.01		2021-02-23	2024-05-07
	17. UBER TECHNOLOGIES INC COM		2023-07-20	2024-05-07
	6. VERALTO CORP COM SHS		2023-10-20	2024-05-07
	15. ALPHABET INC CAP STK CL C		2013-02-05	2024-05-08
	16. ALPHABET INC CAP STK CL C		2013-02-05	2024-05-08
	5. ALPHABET INC CAP STK CL C		2013-02-05	2024-05-08
	4. AMAZON.COM INC		2024-02-15	2024-05-08
	33. AMERICAN INTERNATIONAL GROUP		2024-01-05	2024-05-08
	2. CINTAS CORP.		2018-03-01	2024-05-08
	2. GENERAC HLDGS INC COM USD0.01		2024-03-28	2024-05-08
	3. IDEX CORP COM USD0.01		2021-03-17	2024-05-08
	2. UBER TECHNOLOGIES INC COM		2023-07-13	2024-05-08
	1. CINTAS CORP.		2018-03-01	2024-05-09
	7. GENERAC HLDGS INC COM USD0.01		2024-03-28	2024-05-09
	2. IDEX CORP COM USD0.01		2021-03-05	2024-05-09
	1. IDEX CORP COM USD0.01		2021-03-05	2024-05-09
	21. ALPHABET INC CAP STK CL C		2013-02-05	2024-05-10
	8. MATCH GROUP INC NEW COM		2020-09-29	2024-05-21
	6. MATCH GROUP INC NEW COM		2020-09-29	2024-05-21
	12. MATCH GROUP INC NEW COM		2020-09-29	2024-05-22
	13. MATCH GROUP INC NEW COM		2020-09-29	2024-05-23
	9. MATCH GROUP INC NEW COM		2020-09-18	2024-05-23
	4. MATCH GROUP INC NEW COM		2020-09-17	2024-05-28
	35. MATCH GROUP INC NEW COM		2020-09-25	2024-05-28
	5. NVIDIA CORP COM		2022-01-21	2024-05-28
	2. NVIDIA CORP COM		2022-01-21	2024-05-28
	3. COSTCO WHOLESALE CORPORATION		2013-02-05	2024-06-10
	6. MATCH GROUP INC NEW COM		2022-03-22	2024-06-12
	13. MATCH GROUP INC NEW COM		2022-03-22	2024-06-12
	31. NVIDIA CORP COM		2022-01-21	2024-06-12
	95. BANK OF AMERICA CORPORATION		2016-12-20	2024-06-13
	4. MATCH GROUP INC NEW COM		2020-09-23	2024-06-13
	5. IDEX CORP COM USD0.01		2021-03-22	2024-06-21
	5. IDEX CORP COM USD0.01		2021-03-04	2024-06-21
	95. MATCH GROUP INC NEW COM		2023-02-02	2024-06-21
	4. THERMO ELECTRON CORP		2017-02-01	2024-06-21
	7. IDEX CORP COM USD0.01		2021-02-18	2024-06-24
	39. MATCH GROUP INC NEW COM		2023-06-22	2024-06-24
	7. MATCH GROUP INC NEW COM		2023-03-09	2024-06-25
	1. IDEX CORP COM USD0.01		2021-02-18	2024-06-26
	9. MATCH GROUP INC NEW COM		2024-02-16	2024-06-26
	6. MATCH GROUP INC NEW COM		2023-03-09	2024-06-26
	37. MATCH GROUP INC NEW COM		2024-02-22	2024-06-27
	24. MATCH GROUP INC NEW COM		2023-04-12	2024-06-27
	7. META PLATFORMS INC CLASS A COMMON STOCK		2023-01-23	2024-07-12
	3. ADOBE SYS INCORP		2016-05-09	2024-07-15
	4. ALIGN TECHNOLOGY INC		2022-02-01	2024-07-15
	4. ATLASSIAN CORPORATION CL A		2024-02-02	2024-07-15
	3. GENERAC HLDGS INC COM USD0.01		2024-03-27	2024-07-15
	4. GENERAC HLDGS INC COM USD0.01		2022-10-28	2024-07-15
	1. GENERAC HLDGS INC COM USD0.01		2022-10-28	2024-07-15
	9. ALIGN TECHNOLOGY INC		2022-02-16	2024-07-16
	5. ATLASSIAN CORPORATION CL A		2024-02-02	2024-07-16
	2. GENERAC HLDGS INC COM USD0.01		2022-10-31	2024-07-16
	7. GENERAC HLDGS INC COM USD0.01		2022-10-31	2024-07-16
	7. GENERAC HLDGS INC COM USD0.01		2022-10-31	2024-07-16
	7. AMERIPRISE FINL INC		2016-02-01	2024-07-17
	42. BLACKSTONE GROUP INC CLASS A		2020-03-12	2024-07-17
	1. ADOBE SYS INCORP		2016-04-22	2024-07-19
	4. ATLASSIAN CORPORATION CL A		2024-02-02	2024-07-19
	1. SERVICENOW INC COM		2020-12-07	2024-07-19
	4. WORKDAY INC COM USD0.001 CL A		2024-03-21	2024-07-19
	9. AMERIPRISE FINL INC		2016-02-01	2024-07-23
	22. EDWARDS LIFESCIENCES CORP		2017-02-13	2024-07-26
	47. EDWARDS LIFESCIENCES CORP		2017-02-13	2024-07-29
	3. ATLASSIAN CORPORATION CL A		2024-02-02	2024-08-05
	4. ATLASSIAN CORPORATION CL A		2022-09-19	2024-08-05
	14. EDWARDS LIFESCIENCES CORP		2017-02-06	2024-08-05
	7. EDWARDS LIFESCIENCES CORP		2017-02-02	2024-08-05
	3. ATLASSIAN CORPORATION CL A		2023-02-08	2024-08-06
	1. CINTAS CORP.		2018-03-01	2024-08-06
	39. EDWARDS LIFESCIENCES CORP		2017-02-02	2024-08-06
	6. EDWARDS LIFESCIENCES CORP		2017-02-02	2024-08-06
	16. EDWARDS LIFESCIENCES CORP		2017-02-02	2024-08-06
	7. GENERAC HLDGS INC COM USD0.01		2022-10-20	2024-08-06
	3. IDEX CORP COM USD0.01		2021-02-05	2024-08-06
	2. ATLASSIAN CORPORATION CL A		2023-03-09	2024-08-07
	1. CINTAS CORP.		2018-02-23	2024-08-07
	18. EDWARDS LIFESCIENCES CORP		2017-02-02	2024-08-07
	8. GENERAC HLDGS INC COM USD0.01		2023-05-09	2024-08-07
	2. IDEX CORP COM USD0.01		2021-02-05	2024-08-07
	1. IDEX CORP COM USD0.01		2021-02-05	2024-08-07
	1. CINTAS CORP.		2018-03-02	2024-08-08
	14. EDWARDS LIFESCIENCES CORP		2017-02-02	2024-08-08
	4. EDWARDS LIFESCIENCES CORP		2017-02-02	2024-08-08
	7. GENERAC HLDGS INC COM USD0.01		2023-05-09	2024-08-08
	2. IDEX CORP COM USD0.01		2021-02-05	2024-08-08
	4. IDEX CORP COM USD0.01		2021-02-05	2024-08-08
	5. IDEX CORP COM USD0.01		2021-02-05	2024-08-08
	5. INTUITIVE SURGICAL INC		2013-09-30	2024-08-09
	7. ZOETIS INC		2024-01-29	2024-08-09
	. PROCEEDS FROM SECURITIES LITIGATION			2024-08-20
	8. HILTON WORLDWIDE HLDGS INC		2024-07-29	2024-08-22
	1. HILTON WORLDWIDE HLDGS INC		2024-06-24	2024-08-22
	. PROCEEDS FROM SECURITIES LITIGATION			2024-08-22
	. PROCEEDS FROM SECURITIES LITIGATION			2024-08-30
	9. AMERIPRISE FINL INC		2016-02-19	2024-09-06
	18. AMERIPRISE FINL INC		2016-02-19	2024-09-09
	11. AMERIPRISE FINL INC		2016-02-19	2024-09-10
	14. ATLASSIAN CORPORATION CL A		2023-03-09	2024-09-20
	5. SERVICENOW INC COM		2020-12-07	2024-09-20
	11. ATLASSIAN CORPORATION CL A		2023-02-10	2024-09-23
	1. ATLASSIAN CORPORATION CL A		2023-02-10	2024-09-23
	2. ATLASSIAN CORPORATION CL A		2024-05-28	2024-09-24
	4. ATLASSIAN CORPORATION CL A		2023-02-10	2024-09-24
	2. ATLASSIAN CORPORATION CL A		2023-04-12	2024-09-24
	10. ATLASSIAN CORPORATION CL A		2023-05-09	2024-09-27
	3. COSTCO WHOLESALE CORPORATION		2013-02-05	2024-09-27
	9. ATLASSIAN CORPORATION CL A		2023-05-09	2024-09-30
	5. ATLASSIAN CORPORATION CL A		2023-05-08	2024-10-01
	8. ATLASSIAN CORPORATION CL A		2023-05-08	2024-10-01
	12. ATLASSIAN CORPORATION CL A		2022-11-22	2024-10-01
	3. INTUITIVE SURGICAL INC		2013-09-30	2024-10-01
	9. PROGRESSIVE CORP		2023-03-27	2024-10-01
	6. BERKSHIRE HATHAWAY INC COM USD0.0033		2015-06-23	2024-10-04
	26. CARRIER GLOBAL CORPORATION COM		2024-05-06	2024-10-04
	43. MERCK &CO. INC COM		2021-02-19	2024-10-04
	24. MERCK &CO. INC COM		2013-03-22	2024-10-04
	41. MERCK &CO. INC COM		2013-03-22	2024-10-07
	26. MERCK &CO. INC COM		2013-03-22	2024-10-08
	7. NVIDIA CORP COM		2024-07-19	2024-10-21
	13. NVIDIA CORP COM		2022-01-21	2024-10-21
	11. ADOBE SYS INCORP		2016-04-22	2024-10-24
	17. ALIGN TECHNOLOGY INC		2023-09-27	2024-10-24
	41. ALPHABET INC CAP STK CL C		2024-07-15	2024-10-24
	20. ALPHABET INC CAP STK CL C		2013-02-05	2024-10-24
	7. AMAZON.COM INC		2024-05-28	2024-10-24
	57. AMAZON.COM INC		2015-01-20	2024-10-24
	15358.362 ARTISAN HIGH INCOME CL INSTL		2023-11-29	2024-10-24
	7. AUTODESK INC		2024-06-12	2024-10-24
	23. AUTODESK INC		2018-08-16	2024-10-24
	21. CADENCE DESIGN SYS INC		2024-06-12	2024-10-24
	40. CINTAS CORP.		2018-03-05	2024-10-24
	13. COSTCO WHOLESALE CORPORATION		2013-02-05	2024-10-24
	54. COSTAR GROUP		2024-07-30	2024-10-24
	43. COSTAR GROUP		2023-04-06	2024-10-24
	25. GENERAC HLDGS INC COM USD0.01		2023-08-14	2024-10-24
	43. HILTON WORLDWIDE HLDGS INC		2024-06-24	2024-10-24
	15. INTUIT INC.		2017-04-26	2024-10-24
	20. INTUITIVE SURGICAL INC		2013-09-30	2024-10-24
	4681.44 LAZARD GLOBAL LISTED INF RASTRUCTURE INST		2022-12-22	2024-10-24
	102. MARVELL TECHNOLOGY INC COM		2024-03-08	2024-10-24
	5. MASTERCARD INCORPORATED CL A		2024-06-10	2024-10-24
	16. MASTERCARD INCORPORATED CL A		2020-02-25	2024-10-24
	9. MICROSOFT CORP.		2024-09-27	2024-10-24
	20. MICROSOFT CORP.		2018-12-19	2024-10-24
	2. NETFLIX INC		2024-09-27	2024-10-24
	4. NETFLIX INC		2024-10-21	2024-10-24
	92. NVIDIA CORP COM		2022-01-28	2024-10-24
	40. PROGRESSIVE CORP		2023-04-20	2024-10-24
	6. S&P GLOBAL INC COM		2024-07-29	2024-10-24
	13. S&P GLOBAL INC COM		2022-04-18	2024-10-24
	11. SERVICENOW INC COM		2021-01-27	2024-10-24
	10. THERMO ELECTRON CORP		2017-02-07	2024-10-24
	6. TRANSDIGM GROUP INC		2024-06-21	2024-10-24
	64. UBER TECHNOLOGIES INC COM		2024-07-15	2024-10-24
	71. UBER TECHNOLOGIES INC COM		2023-08-14	2024-10-24
	22. VEEVA SYSTEMS INC		2021-01-29	2024-10-24
	15. VERALTO CORP COM SHS		2024-07-29	2024-10-24
	43. VERALTO CORP COM SHS		2023-10-21	2024-10-24
	14. WEST PHARMACEUTICAL SERVICES INC		2024-08-06	2024-10-24
	18.9999 WORKDAY INC COM USD0.001 CL A		2024-03-21	2024-10-24
	13.0001 WORKDAY INC COM USD0.001 CL A		2024-03-20	2024-10-24
	40. ZOETIS INC		2024-06-21	2024-10-24
	6. ZOETIS INC		2017-04-20	2024-10-24
	11. TRANE TECHNOLOGIES PLC COM USD1		2024-08-22	2024-10-24
	5. NXP SEMICONDUCTORS NV		2024-07-29	2024-10-24
	14. NXP SEMICONDUCTORS NV		2018-09-25	2024-10-24
	2. ADOBE SYS INCORP		2016-04-14	2024-11-08
	5. ALPHABET INC CAP STK CL C		2013-02-05	2024-11-08
	4. HILTON WORLDWIDE HLDGS INC		2024-05-22	2024-11-08
	4. PROGRESSIVE CORP		2023-04-20	2024-11-08
	1. ADOBE SYS INCORP		2024-04-17	2024-11-14
	2. AGILENT TECHNOLOGIES INC		2023-06-23	2024-11-14
	1. ALIGN TECHNOLOGY INC		2023-11-15	2024-11-14
	4. ALPHABET INC CAP STK CL C		2015-06-23	2024-11-14
	3. ALPHABET INC CAP STK CL A		2015-06-23	2024-11-14
	4. AMAZON.COM INC		2021-10-28	2024-11-14
	3. AMERICAN INTERNATIONAL GROUP		2024-06-13	2024-11-14
	2. ANALOG DEVICES INC		2020-03-12	2024-11-14
	1. ELEVANCE HEALTH INC		2024-10-22	2024-11-14
	3. APPLE COMPUTER INC.		2013-04-16	2024-11-14
	2. AUTODESK INC		2024-06-18	2024-11-14
	6. BAKER HUGHES COMPANY		2024-10-01	2024-11-14
	4. BANK OF AMERICA CORPORATION		2015-11-10	2024-11-14
	2. BERKSHIRE HATHAWAY INC COM USD0.0033		2015-06-23	2024-11-14
	2. BLACKSTONE GROUP INC CLASS A		2020-03-12	2024-11-14
	6. BRIGHT HORIZONS FAMILY SOLUTIONS INC		2021-05-05	2024-11-14
	1. CANADIAN NATL RAILWAY CO		2024-05-06	2024-11-14
	3. CARMAX INC		2020-03-18	2024-11-14
	5. CARRIER GLOBAL CORPORATION COM		2024-05-06	2024-11-14
	1. DANAHER CORP		2024-01-04	2024-11-14
	5. EDWARDS LIFESCIENCES CORP		2023-09-22	2024-11-14
	2. META PLATFORMS INC CLASS A COMMON STOCK		2023-01-23	2024-11-14
	2. FERGUSON ENTERPRISES INC COM		2023-10-12	2024-11-14
	2. FISERV INC		2024-06-13	2024-11-14
	1. GE AEROSPACE		2023-09-28	2024-11-14
	2. ILLUMINA INC COM USD0.01		2024-10-04	2024-11-14
	1. INTUIT INC.		2023-03-02	2024-11-14
	10. KKR &CO INC COM		2022-02-24	2024-11-14
	1. LOWES COS INC		2015-06-23	2024-11-14
	2. MASTERCARD INCORPORATED CL A		2015-06-23	2024-11-14
	3. MICROSOFT CORP.		2021-01-21	2024-11-14
	2. PROGRESSIVE CORP		2023-07-14	2024-11-14
	1. SBA COMMUNICATIONS CORP NEW CL A		2023-05-18	2024-11-14
	8. SUNCOR ENERGY INC		2024-10-01	2024-11-14
	8. TJX COS INC		2021-10-29	2024-11-14
	5. T-MOBILE US INC COM		2022-08-12	2024-11-14
	4. TAIWAN SEMICONDUCTOR MFG CO LTD SPONSORED ADR		2024-01-25	2024-11-14
	4. UBER TECHNOLOGIES INC COM		2024-07-12	2024-11-14
	1. UNITED RENTALS INC		2020-03-11	2024-11-14
	1. UNITEDHEALTH GROUP INC		2024-01-25	2024-11-14
	3. VISA INC		2015-06-23	2024-11-14
	15. AMER SPORTS INC COM EUR0.030058		2024-02-27	2024-11-14
	17. NOMAD FOODS LIMITED ORD NPV (DI)		2022-01-11	2024-11-14
	22. AMER SPORTS INC COM EUR0.030058		2024-02-28	2024-11-15
	83. AMER SPORTS INC COM EUR0.030058		2024-02-28	2024-11-18
	44. AMER SPORTS INC COM EUR0.030058		2024-03-05	2024-11-18
	21. SBA COMMUNICATIONS CORP NEW CL A		2023-05-18	2024-11-19
	24. SBA COMMUNICATIONS CORP NEW CL A		2018-02-16	2024-11-20
	17. SBA COMMUNICATIONS CORP NEW CL A		2018-06-07	2024-11-21
	13. SBA COMMUNICATIONS CORP NEW CL A		2018-06-13	2024-11-22
	5. THERMO ELECTRON CORP		2017-01-31	2024-11-22
	5. THERMO ELECTRON CORP		2017-01-31	2024-11-25
	4. THERMO ELECTRON CORP		2017-01-31	2024-11-27
	2. THERMO ELECTRON CORP		2017-01-31	2024-11-27
	3. ADOBE SYS INCORP		2016-05-03	2024-12-02
	2. INTUIT INC.		2017-04-26	2024-12-02
	2. THERMO ELECTRON CORP		2017-01-31	2024-12-02
	2. THERMO ELECTRON CORP		2017-01-31	2024-12-03
	3. AMAZON.COM INC		2015-01-16	2024-12-05
	1. SERVICENOW INC COM		2021-01-06	2024-12-05
	. PROCEEDS FROM SECURITIES LITIGATION			2024-12-06
	7. AMAZON.COM INC		2015-01-16	2024-12-18
	24. AMER SPORTS INC COM EUR0.030058		2024-12-05	2024-12-18
	2. AMER SPORTS INC COM EUR0.030058		2024-12-05	2024-12-19
	22. AMER SPORTS INC COM EUR0.030058		2024-12-05	2024-12-20
	10. AMER SPORTS INC COM EUR0.030058		2024-12-05	2024-12-20
	7. AMER SPORTS INC COM EUR0.030058		2024-12-05	2024-12-24
	7. AMER SPORTS INC COM EUR0.030058		2024-12-05	2024-12-26
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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

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	4,564	3,558	1,006
b	3,249	2,312	937
c	8,386	3,998	4,388
d	4,246	2,948	1,298
e	8,006	3,776	4,230
	7,092	2,061	5,031
	3,052	883	2,169
	339	98	241
	8,091	2,356	5,735
	4,069	1,178	2,891
	9,887	773	9,114
	1,030	694	336
	1,760	722	1,038
	1,908	880	1,028
	3,654	1,479	2,175
	894	707	187
	1,652	460	1,192
	1,115	793	322
	739	300	439
	74	30	44
	627	240	387
	550	210	340
	1,982	739	1,243
	1,567	1,069	498
	3,440	1,979	1,461
	122	578	-456
	105	495	-390
	1,458	493	965
	5,997	9,531	-3,534
	372	1,816	-1,444
	184	908	-724
	1,471	476	995
	6,145	8,901	-2,756
	318	1,568	-1,250
	83	413	-330
	11,493	11,594	-101
	673	3,362	-2,689
	465	2,302	-1,837
	242	1,170	-928
	627	2,967	-2,340
	128	574	-446
	466	1,015	-549
	772	2,184	-1,412
	786	1,685	-899
	13		13
	1,192	130	1,062
	1,382	658	724
	1,641	476	1,165
	577	153	424
	324	186	138
	1,201	130	1,071
	1,810	872	938
	1,714	476	1,238
	579	153	426
	406	232	174
	1,915	476	1,439
	5,083	2,321	2,762
	4,470	826	3,644
	766	534	232
	2,042	378	1,664
	198	218	-20
	397	436	-39
	268	220	48
	533	440	93
	429	104	325
	777	531	246
	632	1,036	-404
	214	222	-8
	858	887	-29
	1,878	476	1,402
	900	238	662
	1,302	1,325	-23
	435	437	-2
	650	637	13
	426	399	27
	642	599	43
	5,743	3,812	1,931
	213	200	13
	351	400	-49
	413	399	14
	206	96	110
	1,358	1,599	-241
	1,697	1,050	647
	683	420	263
	1,009	482	527
	609	288	321
	671	419	252
	1,344	838	506
	799	383	416
	600	285	315
	33	23	10
	2,661	298	2,363
	393	190	203
	787	380	407
	2,085	1,256	829
	1,388	829	559
	1,390	829	561
	784	380	404
	1,972	825	1,147
	1,175	567	608
	392	188	204
	1,572	744	828
	1,391	649	742
	1,509	2,906	-1,397
	3,213	5,728	-2,515
	398	183	215
	796	367	429
	597	275	322
	2,050	3,777	-1,727
	2,531	4,415	-1,884
	1,383	602	781
	2,727	4,206	-1,479
	1,052	1,607	-555
	1,380	593	787
	4,591	2,599	1,992
	694	170	524
	138	126	12
	222	197	25
	1,205	778	427
	582	458	124
	2,569	287	2,282
	2,740	306	2,434
	858	96	762
	750	679	71
	2,644	2,277	367
	1,383	340	1,043
	275	253	22
	666	588	78
	131	91	40
	695	170	525
	974	882	92
	445	391	54
	223	196	27
	3,575	402	3,173
	241	870	-629
	181	652	-471
	357	1,305	-948
	384	1,406	-1,022
	266	963	-697
	119	427	-308
	1,033	3,705	-2,672
	5,600	1,191	4,409
	2,243	476	1,767
	2,542	311	2,231
	186	632	-446
	403	1,356	-953
	3,880	738	3,142
	3,725	2,144	1,581
	126	415	-289
	1,013	977	36
	1,013	975	38
	2,942	6,696	-3,754
	2,259	613	1,646
	1,438	1,358	80
	1,205	1,699	-494
	212	268	-56
	200	193	7
	273	338	-65
	182	230	-48
	1,125	1,351	-226
	730	847	-117
	3,512	1,002	2,510
	1,691	283	1,408
	962	2,049	-1,087
	720	871	-151
	469	372	97
	625	465	160
	155	116	39
	2,205	4,470	-2,265
	909	1,089	-180
	314	232	82
	1,108	812	296
	1,119	806	313
	2,949	626	2,323
	5,652	1,451	4,201
	551	94	457
	702	871	-169
	752	531	221
	903	1,109	-206
	3,792	795	2,997
	1,380	660	720
	2,989	1,406	1,583
	429	654	-225
	572	807	-235
	853	416	437
	431	208	223
	427	527	-100
	752	170	582
	2,422	1,158	1,264
	374	178	196
	1,002	475	527
	982	802	180
	579	577	2
	281	351	-70
	746	169	577
	1,120	534	586
	1,112	905	207
	390	384	6
	194	192	2
	749	169	580
	882	416	466
	253	119	134
	980	775	205
	388	384	4
	774	769	5
	973	961	12
	2,318	208	2,110
	1,297	1,341	-44
	13		13
	1,727	1,733	-6
	217	216	1
	147		147
	147		147
	3,870	762	3,108
	7,852	1,490	6,362
	4,768	910	3,858
	2,281	2,452	-171
	4,661	2,657	2,004
	1,778	1,907	-129
	162	172	-10
	326	331	-5
	652	688	-36
	326	327	-1
	1,612	1,443	169
	2,654	311	2,343
	1,434	1,188	246
	800	653	147
	1,265	989	276
	1,944	1,393	551
	1,455	125	1,330
	2,295	1,273	1,022
	2,754	849	1,905
	2,097	1,663	434
	4,711	2,711	2,000
	2,633	1,005	1,628
	4,490	1,716	2,774
	2,818	1,088	1,730
	988	832	156
	1,835	310	1,525
	5,285	1,038	4,247
	3,817	6,966	-3,149
	6,738	7,582	-844
	3,287	383	2,904
	1,301	1,220	81
	10,593	825	9,768
	140,222	135,000	5,222
	2,008	1,558	450
	6,598	3,064	3,534
	5,204	6,468	-1,264
	8,403	1,676	6,727
	11,604	1,348	10,256
	4,002	4,300	-298
	3,187	2,937	250
	4,107	2,759	1,348
	10,113	9,051	1,062
	9,040	1,752	7,288
	10,220	833	9,387
	75,699	77,284	-1,585
	8,354	8,070	284
	2,557	2,212	345
	8,182	4,935	3,247
	3,817	3,862	-45
	8,482	2,075	6,407
	1,497	1,414	83
	2,993	3,075	-82
	12,824	2,134	10,690
	9,917	5,567	4,350
	2,999	2,631	368
	6,499	5,068	1,431
	10,529	5,777	4,752
	5,666	1,522	4,144
	8,089	7,668	421
	4,988	4,617	371
	5,534	3,176	2,358
	4,774	6,177	-1,403
	1,624	1,532	92
	4,655	3,178	1,477
	4,744	4,256	488
	4,535	5,261	-726
	3,103	3,585	-482
	7,325	6,680	645
	1,099	324	775
	4,301	3,759	542
	1,185	1,324	-139
	3,319	1,251	2,068
	992	189	803
	901	96	805
	992	819	173
	1,044	553	491
	531	474	57
	261	239	22
	218	205	13
	708	108	600
	526	85	441
	851	693	158
	227	222	5
	425	181	244
	408	420	-12
	684	45	639
	615	487	128
	257	221	36
	183	71	112
	936	283	653
	364	67	297
	650	888	-238
	110	125	-15
	236	144	92
	377	320	57
	240	232	8
	335	348	-13
	1,151	286	865
	409	337	72
	423	296	127
	178	89	89
	288	283	5
	702	401	301
	1,517	581	936
	272	71	201
	1,039	192	847
	1,270	677	593
	512	234	278
	220	231	-11
	325	308	17
	969	522	447
	1,194	731	463
	755	468	287
	288	291	-3
	843	101	742
	596	491	105
	927	208	719
	300	241	59
	285	454	-169
	426	354	72
	1,632	1,332	300
	866	706	160
	4,613	4,362	251
	5,256	4,053	1,203
	3,724	2,798	926
	2,875	2,035	840
	2,568	756	1,812
	2,572	756	1,816
	2,097	605	1,492
	1,052	302	750
	1,545	282	1,263
	1,269	233	1,036
	1,060	301	759
	1,066	300	766
	663	43	620
	1,122	514	608
	23		23
	1,548	101	1,447
	682	552	130
	56	46	10
	618	506	112
	282	230	52
	201	161	40
	202	161	41
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162
			97,162

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			1,006
b			937
c			4,388
d			1,298
e			4,230
			5,031
			2,169
			241
			5,735
			2,891
			9,114
			336
			1,038
			1,028
			2,175
			187
			1,192
			322
			439
			44
			387
			340
			1,243
			498
			1,461
			-456
			-390
			965
			-3,534
			-1,444
			-724
			995
			-2,756
			-1,250
			-330
			-101
			-2,689
			-1,837
			-928
			-2,340
			-446
			-549
			-1,412
			-899
			13
			1,062
			724
			1,165
			424
			138
			1,071
			938
			1,238
			426
			174
			1,439
			2,762
			3,644
			232
			1,664
			-20
			-39
			48
			93
			325
			246
			-404
			-8
			-29
			1,402
			662
			-23
			-2
			13
			27
			43
			1,931
			13
			-49
			14
			110
			-241
			647
			263
			527
			321
			252
			506
			416
			315
			10
			2,363
			203
			407
			829
			559
			561
			404
			1,147
			608
			204
			828
			742
			-1,397
			-2,515
			215
			429
			322
			-1,727
			-1,884
			781
			-1,479
			-555
			787
			1,992
			524
			12
			25
			427
			124
			2,282
			2,434
			762
			71
			367
			1,043
			22
			78
			40
			525
			92
			54
			27
			3,173
			-629
			-471
			-948
			-1,022
			-697
			-308
			-2,672
			4,409
			1,767
			2,231
			-446
			-953
			3,142
			1,581
			-289
			36
			38
			-3,754
			1,646
			80
			-494
			-56
			7
			-65
			-48
			-226
			-117
			2,510
			1,408
			-1,087
			-151
			97
			160
			39
			-2,265
			-180
			82
			296
			313
			2,323
			4,201
			457
			-169
			221
			-206
			2,997
			720
			1,583
			-225
			-235
			437
			223
			-100
			582
			1,264
			196
			527
			180
			2
			-70
			577
			586
			207
			6
			2
			580
			466
			134
			205
			4
			5
			12
			2,110
			-44
			13
			-6
			1
			147
			147
			3,108
			6,362
			3,858
			-171
			2,004
			-129
			-10
			-5
			-36
			-1
			169
			2,343
			246
			147
			276
			551
			1,330
			1,022
			1,905
			434
			2,000
			1,628
			2,774
			1,730
			156
			1,525
			4,247
			-3,149
			-844
			2,904
			81
			9,768
			5,222
			450
			3,534
			-1,264
			6,727
			10,256
			-298
			250
			1,348
			1,062
			7,288
			9,387
			-1,585
			284
			345
			3,247
			-45
			6,407
			83
			-82
			10,690
			4,350
			368
			1,431
			4,752
			4,144
			421
			371
			2,358
			-1,403
			92
			1,477
			488
			-726
			-482
			645
			775
			542
			-139
			2,068
			803
			805
			173
			491
			57
			22
			13
			600
			441
			158
			5
			244
			-12
			639
			128
			36
			112
			653
			297
			-238
			-15
			92
			57
			8
			-13
			865
			72
			127
			89
			5
			301
			936
			201
			847
			593
			278
			-11
			17
			447
			463
			287
			-3
			742
			105
			719
			59
			-169
			72
			300
			160
			251
			1,203
			926
			840
			1,812
			1,816
			1,492
			750
			1,263
			1,036
			759
			766
			620
			608
			23
			1,447
			130
			10
			112
			52
			40
			41

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	348,860
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 ...................		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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	6,016
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	6,016
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	6,016
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	3,327
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	9,169
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	12,496
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.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	6,480
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax6,480	Refunded	11	0

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

Yes

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Yes

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

The books are in care of right arrow

BROWN ADVISORY Telephone no. right arrow

(410) 537-5452

Located at right arrow

901 S BOND STREET SUITE 400BALTIMOREMD ZIP+4 right arrow

21231

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

Yes

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2024)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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-)
PETER H S WOOD	TRUSTEE 3	12,000
PO BOX 1138 MIDDLEBURG,VA20118	TRUSTEE 3	12,000
WENDY WOOD	TRUSTEE 3	12,000
5 ORCHARD PASS MT DESERT,ME04660	TRUSTEE 3	12,000

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...................				0

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 arrow

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2024)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

5,676,940

Average of monthly cash balances.......................

338,999

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

6,015,939

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

6,015,939

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

90,239

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

5,925,700

Minimum investment return. Enter 5% (0.05) of line 5................

296,285

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.)

Minimum investment return from Part IX, line 6..................

296,285

Tax on investment income for 2024 from Part V, line 5 .......

6,016

Income tax for 2024. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

6,016

Distributable amount before adjustments. Subtract line 2c from line 1............

290,269

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

290,269

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

290,269

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

254,093

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

254,093

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					290,269
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......				228,925
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......	0
e From 2023......	0
f Total of lines 3a through e ........		0
4Qualifying distributions for 2024 from Part
XI, line 4: $ 254,093
a Applied to 2023, but not more than line 2a				228,925
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.....					25,168
e Remaining amount distributed out of corpus		0
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		0
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 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 ..........					265,101
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 ......		0
10 Analysis of line 9:
a Excess from 2020....	0
b Excess from 2021....	0
c Excess from 2022....	0
d Excess from 2023....	0
e Excess from 2024....	0

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 4942(j)(3) or4942(j)(5)

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	(e) Total

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
THE SEEING EYE PO BOX 375 MORRISTOWN,NJ07963	NONE	PC	PROGRAM SUPPORT	5,000
PIEDMONT ENVIRONMENTAL COUNCIL 45 HORNER ST WARRENTON,VA20186	NONE	PC	PROGRAM SUPPORT	10,000
ACADIA FIRE FC INC PO BOX 420 MOUNT DESERT,ME04660	NONE	PC	PROGRAM SUPPORT	12,500
SPCA OF HANCOCK COUNTY 141 BAR HARBOR ROAD TRENTON,ME04605	NONE	PC	PROGRAM SUPPORT	2,500
DOCTORS WITHOUT BORDERS PO BOX 5030 HAGERSTOWN,MD21741	NONE	PC	IN MEMORY OF MILDRED MARTIN	2,500
SOUTHWEST HARBOR LIBRARY 338 MAIN STREET SOUTHWEST HARBOR,ME04679	NONE	PC	PROGRAM SUPPORT	5,000
OAK SPRING GARDEN FOUNDATION 1776 LOUGHBOROUGH LN UPPERVILLE,VA20184	NONE	PC	PROGRAM SUPPORT	20,000
GOOSE CREEK ASSOCIATION PO BOX 1178 MIDDLEBURG,VA20118	NONE	PC	PROGRAM SUPPORT	5,000
MOUNT DESERT NURSING ASSOCIATION 12 SUMMIT ROAD NORTHEAST HARBOR,ME04662	NONE	PC	PROGRAM SUPPORT	21,500
GRANITE ART GARDEN 228 WHALES BACK RD SULLIVAN,ME04664	NONE	PC	PROGRAM SUPPORT	5,000
BLUE RIDGE HOSPICE 333 W CORK ST 405 Winchester,VA22601	NONE	PC	PROGRAM SUPPORT	963
SHENANDOAH NATIONAL PARK TRUST 1750 ALLIED STREET SUITE C Charlottesville,VA22903	NONE	PC	PROGRAM SUPPORT	5,000
PLANNED PARENTHOOD PO BOX 97166 Washington DC,WA200907166	NONE	PC	PROGRAM SUPPORT	2,500
OHANA HC 8800 GUILFORD ROAD Columbia,MD21046	NONE	PC	PROGRAM SUPPORT	1,000
BEATRIX FARRAND SOCIETY 1029 STATE HIGHWAY BAR HARBOR,ME04609	NONE	PC	PROGRAM SUPPORT	1,500
THE NATURE CONSERVANCY 4245 FAIRFAX DR 100 ARLINGTON,VA22203	NONE	PC	PROGRAM SUPPORT	5,000
SEASIDE SEABIRD SANCTUARY 18328 GULF BLVD INDIAN SHORES,FL33785	NONE	PC	PROGRAM SUPPORT	10,000
BLUE RIDGE SCHOOL 273 MAYO DRIVE ST GEORGE,VA22935	NONE	PC	PROGRAM SUPPORT	20,000
MOC BEAGLES INC PO BOX 346 MIDDEBURG,VA20118	NONE	PC	PROGRAM SUPPORT	20,000
BAR HARBOR FOOD PANTRY PO BOX 434 BAR HARBOR,ME04609	NONE	PC	PROGRAM SUPPORT	713
WEEKEND BACKPACKS PO BOX 21486 BALTIMORE,MD21282	NONE	PC	PROGRAM SUPPORT	2,000
ELEVATE NEPAL INC PO BOX 391 FLAGSTAFF,AZ86002	NONE	PC	PROGRAM SUPPORT	1,500
LOUDOUN COUNTY WILDLIFE CONSERVANCY 850 DAVIS COURT SE LEESBURG,VA20175	NONE	PC	PROGRAM SUPPORT	2,500
CURE ALZHEIMER S FUND 34 WASHINGTON ST WELLESLEY HILLS,MA02481	NONE	PC	PROGRAM SUPPORT	5,000
WYOMING COMUNITY FOUNDATION 1472 N 5TH SUITE 201 LARAMIE,WY82001	NONE	PC	PROGRAM SUPPORT	22,000
FRIENDS OF FRANKLIN PARK ARTS CENTER 36441 BLUERIDGE VIEW LN PURCELIVILLE,VA20132	NONE	PC	PROGRAM SUPPORT	1,000
NATIONAL AQUARIUM 501 E PRATT ST BALTIMORE,MD21202	NONE	PC	PROGRAMM SUPPORT	1,000
THE HARFORD CENTER DONATION 4 N EARLTON RD HAVRE DE GRACE,MD21078	NONE	PC	PROGRAM SUPPORT	1,000
HARBOR HOUSE COMMUNITY SERVICE CENTER 329 MAIN ST Southwest Harbor,ME04679	NONE	PC	PROGRAM SUPPORT	2,250
FOXCROFT SCHOOL PO BOX 5555 MIDDLEBURG,VA20118	NONE	PC	PROGRAM SUPPORT	15,000
FRIENDS OF ACADIA 43 COTTAGE ST BAR HARBOR,ME04609	NONE	PC	PROGRAM SUPPORT	5,000
NATIONAL TRUST FOR HISTORIC PRESERVATIO 2600 VIRGINIA AVENUE NW WASHINGTON,DC20037	NONE	PC	PROGRAM SUPPORT	5,000
SOMESVILLE VILLAGE IMPROVEMENT SOCIETY PO BOX 53 MOUNT DESERT,ME04660	NONE	PC	PROGRAM SUPPORT	2,500
THE NEIGHBORHOOD HOUSE 1 KIMBALL ROAD NORTHEAST HARBOR,ME04662	NONE	PC	PROGRAM SUPPORT	2,500
SHELDRICK WILDLIFE TRUST USA 25283 CABOT ROAD SUITE 101 LAGUNA HILLS,CA92653	NONE	PC	PROGRAM SUPPORT	5,000
Total ................................. 3a				228,926

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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	113,010
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	348,860
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aPARTNERSHIP INCOME	900099	-5,523	1	-3,357
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		-5,523		458,513

13Total. Add line 12, columns (b), (d), and (e)..................

452,990

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Name of Stock	End of Year Book Value	End of Year Fair Market Value
COMMON STOCK	935,152	2,261,248
FOREIGN STOCK	141,471	233,027
EQUITY FUNDS	1,329,262	1,700,313

Category	Amount	Net Investment Income
FOREIGN TAXES	681	681
FEDERAL EXCISE TAX	2,792	0
FOREIGN TAXES ON QUALIFIED FOR	686	686
FOREIGN TAXES ON NONQUALIFIED	231	231