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
Westminster Barrington Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

20-3956194
B Telephone number (see instructions)

(800) 839-1754
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$13,420,765J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 9,395,273
2 Check right arrow.............
3 Interest on savings and temporary cash investments 12,336 12,336  
4 Dividends and interest from securities... 148,959 148,959  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 99,450
b Gross sales price for all assets on line 6a 293,748
7 Capital gain net income (from Part IV, line 2)... 126,013
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
9,104    
12 Total. Add lines 1 through 11........ 9,665,122 287,308  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
23,416 23,416    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,900      
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
14,581     14,581
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 40,897 23,416   14,581
25 Contributions, gifts, grants paid....... 168,450 168,450
26 Total expenses and disbursements. Add lines 24 and 25 209,347 23,416   183,031
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 9,455,775
b Net investment income (if negative, enter -0-) 263,892
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 198,279 836,458 836,458
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)      
b Investments—corporate stock (attach schedule)....... 2,680,293 Click to see attachment
List of Attached Documents:
// Content
11,716,162 		12,584,307
c Investments—corporate bonds (attach schedule)....... 100,000    
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).......... 116,888    
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) 3,095,460 12,552,620 13,420,765
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)   Click to see attachment
List of Attached Documents:
// Content
1,385
23 Total liabilities (add lines 17 through 22)......... 0 1,385
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 3,095,460 12,551,235
29 Total net assets or fund balances (see instructions)..... 3,095,460 12,551,235
30 Total liabilities and net assets/fund balances (see instructions). 3,095,460 12,552,620
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
3,095,460
2
Enter amount from Part I, line 27a .....................
2
9,455,775
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
12,551,235
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
12,551,235
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 Publicly-traded Securities      
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 293,748   167,735 126,013
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       126,013
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 2 126,013
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 3,668
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 3,668
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,668
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,154
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,600
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,754
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 86
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow86 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right 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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
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
Cynthia Rubens Dir, VP
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Jeffrey D Rubens Dir, Pres, Treas, Sec
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Merton Rubens Dir, VP
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
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
 
Total number of other employees paid over $50,000...................right arrow  
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
 
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)
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
4,518,618
b
Average of monthly cash balances.......................
1b
322,355
c
Fair market value of all other assets (see instructions)................
1c
41,653
d
Total (add lines 1a, b, and c).........................
1d
4,882,626
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
4,882,626
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
73,239
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,809,387
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
240,469
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
240,469
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
3,668
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,668
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
236,801
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
236,801
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
236,801
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
183,031
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
183,031
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 7 236,801
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 180,792
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 183,031
a Applied to 2023, but not more than line 2a 180,792
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount..... 2,239
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024.    
(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 .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		234,562
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024.... 0
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).)
Merton Rubens
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

ACTORS PLAYHOUSE PRODUCTIONS INC

280 MIRACLE MILE
CORAL GABLES,FL33134 		N/A PC General & Unrestricted 2,000

ADRIENNE ARSHT CENTER FOUNDATION INC

1300 BISCAYNE BLVD
MIAMI,FL33132 		N/A PC General & Unrestricted 1,200

AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC

125 BROAD ST 18TH FLOOR
NEW YORK,NY10004 		N/A PC General & Unrestricted 1,000

AMERICAN FRIENDS OF MAGEN DAVID ADOM

20 W 36TH ST SUITE 1100
NEW YORK,NY10018 		N/A PC General & Unrestricted 1,000

AMERICAN JEWISH COMMITTEE

1600 MARKET ST STE 1820
PHILADELPHIA,PA19103 		N/A PC General & Unrestricted 1,250

AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC

220 E 42ND ST STE 400
NEW YORK,NY10017 		N/A PC General & Unrestricted 1,000

AMERICAN NATIONAL RED CROSS

335 SW 27TH AVE
MIAMI,FL33135 		N/A PC General & Unrestricted 1,000

ANTI-DEFAMATION LEAGUE

605 3RD AVE
NEW YORK,NY10158 		N/A PC General & Unrestricted 2,000

ASSOCIATION TO PRESERVE CAPE COD INC

482 MAIN ST
DENNIS,MA02638 		N/A PC General & Unrestricted 1,000

BAPTIST HEALTH SOUTH FLORIDA FOUNDATION INC

6855 RED RD STE 600
CORAL GABLES,FL33143 		N/A PC General & Unrestricted 2,500

BETH ISRAEL DEACONESS MEDICAL CENTER INC

330 BROOKLINE AVE
BOSTON,MA02215 		N/A PC General & Unrestricted 2,000

BIRTHRIGHT ISRAEL FOUNDATION

PO BOX 21615
NEW YORK,NY10087 		N/A PC General & Unrestricted 1,000

BOSTON BOOK FESTIVAL INC

10 GUEST ST SUITE 220
BRIGHTON,MA02135 		N/A PC General & Unrestricted 500

BOSTON SYMPHONY ORCHESTRA INC

301 MASS AVE
BOSTON,MA02115 		N/A PC General & Unrestricted 1,000

BOSTON UNIVERSITY

890 COMMONWEALTH AVE 3RD FL
BOSTON,MA02215 		N/A PC General & Unrestricted 500

BOYS & GIRLS CLUB OF STONEHAM INC

15 DALE CT
STONEHAM,MA02180 		N/A PC General & Unrestricted 1,000

BRIGHTON MEMORIAL LIBRARY BRIGHTON TOWN HALL

2300 ELMWOOD AVE
ROCHESTER,NY14618 		N/A PC General & Unrestricted 1,000

BROWARD PERFORMING ARTS FOUNDATION INC

201 SW 5TH AVE
FT LAUDERDALE,FL33312 		N/A PC General & Unrestricted 1,000

CENTER FOR ORANGUTAN AND CHIMPANZEE CONSERVATION I

5843 VAN SIMMONS RD
WAUCHULA,FL33873 		N/A PC General & Unrestricted 1,000

CENTER FOR SCIENCE IN THE PUBLIC INTEREST

1250 I ST NW STE 500
WASHINGTON,DC20005 		N/A PC General & Unrestricted 1,000

CENTER FOR THE ADVANCEMENT OF JEWISH EDUCATION INC

4200 BISCAYNE BLVD
MIAMI,FL33137 		N/A PC General & Unrestricted 2,000

CHABAD CENTER OF KENDALL INC

9700 S DIXIE HWY STE 100
MIAMI,FL33156 		N/A PC General & Unrestricted 1,800

CHABAD LUBAVITCH OF ROCHESTER INC

1037 WINTON RD S
ROCHESTER,NY14618 		N/A PC General & Unrestricted 1,000

CHABAD OF PALMETTO BAY INC

16721 SW 78TH CT
PALMETTO BAY,FL33157 		N/A PC General & Unrestricted 1,000

CHABAD OF THE GABLES INC

1249 HARDEE RD
CORAL GABLES,FL33146 		N/A PC General & Unrestricted 1,000

COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON I

126 HIGH ST FL 2
BOSTON,MA02110 		N/A PC General & Unrestricted 2,000

COMMONWEALTH ZOOLOGICAL CORPORATION

1 FRANKLIN PARK RD
BOSTON,MA02121 		N/A PC General & Unrestricted 2,000

CRADLES TO CRAYONS INC

281 NEWTONVILLE AVE
NEWTON,MA02460 		N/A PC General & Unrestricted 1,500

DANA FARBER CANCER INSTITUTE INC

10 BROOKLINE PL WEST
BROOKLINE,MA02445 		N/A PC General & Unrestricted 2,500

DAVE AND MARY ALPER JEWISH

11155 SW 112TH AVE
MIAMI,FL33176 		N/A PC Sponsor of Alper JCC Maccabi 5,000

DEERING ESTATE FOUNDATION INC

16701 SW 72ND AVE
PALMETTO BAY,FL33157 		N/A PC General & Unrestricted 1,000

DEPAUL COMMUNITY SERVICES INC

1931 BUFFALO RD
ROCHESTER,NY14624 		N/A PC General & Unrestricted 3,000

ESPLANADE ASSOCIATION INC

575 BOYLSTON ST STE 4R
BOSTON,MA02116 		N/A PC General & Unrestricted 500

FAIRCHILD TROPICAL BOTANIC GARDEN

10901 OLD CUTLER RD
CORAL GABLES,FL33156 		N/A PC Charitable Event 1,000

FIRST BOOK

1319 F ST 10TH FLOOR
WASHINGTON,DC20004 		N/A PC General & Unrestricted 1,500

FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC

11200 SW 8TH ST MARC 531
MIAMI,FL33199 		N/A PC General & Unrestricted 2,500

FLORIDA PANTHERS FOUNDATION INC

1 PANTHER PKWY
SUNRISE,FL33323 		N/A PC General & Unrestricted 1,000

FOUNDATION FOR INDIVIDUAL RIGHTS AND EXPRESSION IN

510 WALNUT ST STE 900
PHILADELPHIA,PA19106 		N/A PC General & Unrestricted 1,000

FRIENDS OF MIDDLESEX FELLS RESERVATION INC

235 W FOSTER ST STE 2
MELROSE,MA02176 		N/A PC General & Unrestricted 1,500

FRIENDS OF THE ISRAEL DEFENSE FORCES

PO BOX 4224
NEW YORK,NY10163 		N/A PC General & Unrestricted 1,000

GEORGE EASTMAN MUSEUM

900 E AVE
ROCHESTER,NY14607 		N/A PC General & Unrestricted 1,200

GREATER BOSTON STAGE COMPANY

395 MAIN ST
STONEHAM,MA02180 		N/A PC General & Unrestricted 1,500

GREATER MIAMI HILLEL FOUNDATION

1100 STANFORD DR
CORAL GABLES,FL33146 		N/A PC General & Unrestricted 1,000

GREATER MIAMI JEWISH FEDERATION

4200 BISCAYNE BLVD
MIAMI,FL33137 		N/A PC General & Unrestricted 2,000

HABITAT FOR HUMANITY INTERNATIONAL INC

14 PARK ST
DANVERS,MA01923 		N/A PC General & Unrestricted 1,000

HEALTHNETWORK FOUNDATION

3550 LANDER RD STE 225
PEPPER PIKE,OH44124 		N/A PC General & Unrestricted 1,000

HIGHLAND PARK CONSERVANCY INC

180 RESERVOIR AVE
ROCHESTER,NY14620 		N/A PC General & Unrestricted 1,000

HISTORICAL ASSOCIATION OF SOUTHERN FLORIDA INC

101 WEST FLAGLER ST
MIAMI,FL33130 		N/A PC General & Unrestricted 1,000

HUMANE SOCIETY-LOWELL

951 BROADWAY ST
LOWELL,MA01854 		N/A PC General & Unrestricted 500

JACKSON HEALTH FOUNDATION INC

1500 NW 12TH AVE STE 1117
MIAMI,FL33136 		N/A PC General & Unrestricted 2,500

JAFCO CHILDRENS FOUNDATION INC

4200 N UNIVERSITY DR
SUNRISE,FL33351 		N/A PC General & Unrestricted 1,000

JEWISH AGENCY FOR ISRAEL-NORTH AMERICAN COUNCIL

633 3RD AVE 21ST FL
NEW YORK,NY10017 		N/A PC General & Unrestricted 1,000

JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER N

255 EAST AVE 2ND FLOOR SUITE 201
ROCHESTER,NY14604 		N/A PC General & Unrestricted 2,000

JEWISH COMMUNITY SERVICES OF SOUTH FLORIDA INC

12000 BISCAYNE BLVD STE 303
NORTH MIAMI,FL33181 		N/A PC General & Unrestricted 1,000

JEWISH FAMILY SERVICE OF ROCHESTER INC

255 E AVE STE 201
ROCHESTER,NY14604 		N/A PC General & Unrestricted 1,000

JEWISH NATION UNDERGRADUATE AT UNIVERSITY OF MIAMI

5800 MAYNADA ST
CORAL GABLES,FL33146 		N/A PC General & Unrestricted 1,000

JEWISH SENIOR LIFE FOUNDATION INC

2021 WINTON RD S
ROCHESTER,NY14618 		N/A PC General & Unrestricted 2,000

LAHEY CLINIC INC

CO BILH TAX 529 MAIN ST 4TH FL
CHARLESTOWN,MA02129 		N/A PC General & Unrestricted 1,500

LEAD THE WAY FUND INC

300 GARDEN CITY PLZ STE 149
GARDEN CITY,NY11530 		N/A PC General & Unrestricted 1,000

LIFESPAN OF GREATER ROCHESTER INC

1900 S CLINTON AVE
ROCHESTER,NY14618 		N/A PC General & Unrestricted 1,000

MARGARET WOODBURY STRONG MUSEUM

1 MANHATTAN SQ DR
ROCHESTER,NY14607 		N/A PC General & Unrestricted 1,000

MIAMI ART MUSEUM OF DADE COUNTY ASSOCIATION INC

1103 BISCAYNE BLVD
MIAMI,FL33132 		N/A PC General & Unrestricted 1,000

MIAMI CHILDRENS HEALTH SYSTEM INC

3100 SW 62ND AVE
MIAMI,FL33155 		N/A SO II General & Unrestricted 2,500

MIAMI CHILDRENS MUSEUM INC

980 MACARTHUR CSWY
MIAMI,FL33132 		N/A PC General & Unrestricted 1,000

MIAMI DESIGN PRESERVATION LEAGUE INC

PO BOX 190180
MIAMI BEACH,FL33119 		N/A PC Art Deco Museum Campaign 1,500

MIAMI JEWISH HEALTH SYSTEMS INC

5200 NE 2ND AVE
MIAMI,FL33137 		N/A PC General & Unrestricted 1,000

MUSEUM OF DISCOVERY AND SCIENCE INC

401 SW 2ND ST
FT LAUDERDALE,FL33312 		N/A PC General & Unrestricted 1,000

MUSEUM OF SCIENCE

1 SCIENCE PARK
BOSTON,MA02114 		N/A PC General & Unrestricted 2,500

NAMI ROCHESTER

344 N GOODMAN ST
ROCHESTER,NY14607 		N/A PC General & Unrestricted 1,000

NATIONAL ABORTION FEDERATION

1090 VERMONT AVE NW STE 1000
WASHINGTON,DC20005 		N/A PC General & Unrestricted 1,000

NATURE CONSERVANCY

4245 N FAIRFAX DRIVE STE 100
ARLINGTON,VA22203 		N/A PC General & Unrestricted 1,000

NEW ENGLAND AQUARIUM CORPORATION

1 CENTRAL WHARF
BOSTON,MA02110 		N/A PC General & Unrestricted 1,000

NEW ENGLAND FOUNDATION FOR THE ARTS INC

321 HARRISON AVE STE 420
BOSTON,MA02118 		N/A PC General & Unrestricted 1,000

PEN AMERICAN CENTER INC

120 BROADWAY 26TH FL
NEW YORK,NY10271 		N/A PC General & Unrestricted 1,000

PHILLIP AND PATRICIA FROST MUSEUM OF SCIENCE INC

1101 BISCAYNE BLVD
MIAMI,FL33132 		N/A PC General & Unrestricted 1,000

PI KAPPA ALPHA FOUNDATION

8347 W RANGE CV
MEMPHIS,TN38125 		N/A PC General & Unrestricted 1,000

PRO PUBLICA INC

155 AVE OF THE AMERICAS 13TH FL
NEW YORK,NY10013 		N/A PC General & Unrestricted 1,000

PTA FLORIDA CONGRESS

7431 SW 120TH ST
PINECREST,FL33156 		N/A PC General & Unrestricted 1,000

ROCHESTER MUSEUM AND SCIENCE CENTER

657 E AVE
ROCHESTER,NY14607 		N/A PC General & Unrestricted 2,000

ROCKPORT MUSIC INC

16 MAIN ST
ROCKPORT,MA01966 		N/A PC General & Unrestricted 1,500

ROLLING WAVE FOUNDATION INC

109 HOLLETT ST
SCITUATE,MA02066 		N/A PC General & Unrestricted 500

ROSE FITZGERALD KENNEDY GREENWAY CONSERVANCY INC

185 KNEELAND ST
BOSTON,MA02111 		N/A PC General & Unrestricted 500

ROSIES PLACE INC

889 HARRISON AVE
BOSTON,MA02118 		N/A PC General & Unrestricted 500

SCHOLARSHIP AMERICA INC

PO BOX 772858
DETROIT,MI48277 		N/A PC General & Unrestricted 1,000

SCHOOL THE WORLD

109 STATE ST STE 403
BOSTON,MA02109 		N/A PC General & Unrestricted 1,000

SECURE COMMUNITY NETWORK INC

350 W HUBBARD ST STE 470
CHICAGO,IL60654 		N/A PC General & Unrestricted 1,000

SENECA ZOOLOGICAL SOCIETY

2222 SAINT PAUL ST
ROCHESTER,NY14621 		N/A PC General & Unrestricted 1,000

SERVICE DOG PROJECT INC

PO BOX 629
IPSWICH,MA01938 		N/A PC General & Unrestricted 500

SOUTH FLORIDA PUBLIC MEDIA GROUP INC

PO BOX 19731
MIAMI,FL33101 		N/A PC General & Unrestricted 1,000

SOUTH FLORIDA SPCA SOCIETY FOR THE PREVENTION OF C

PO BOX 924088
HOMESTEAD,FL33092 		N/A PC General & Unrestricted 1,000

SOUTH FLORIDA VINTAGE WARBIRD PRESERVATION SOCIETY

8780 SW 129TH ST
MIAMI,FL33176 		N/A PC General & Unrestricted 1,000

SOUTHERN SUN FARM SANCTUARY INC

1557 BLUE RIDGE CHURCH RD
W JEFFERSON,NC28694 		N/A PC General & Unrestricted 1,000

SPIKES K9 FUND

5760 NORTHAMPTON BLVD STE 118
VIRGINIA BCH,VA23455 		N/A PC General & Unrestricted 1,000

ST JOHNS HOME FOUNDATION INC

150 HIGHLAND AVE
ROCHESTER,NY14620 		N/A PC General & Unrestricted 1,000

STANDWITHUS

6505 WILSHIRE BLVD
LOS ANGELES,CA90048 		N/A PC General & Unrestricted 1,500

TEMPLE BRITH KODESH

2131 ELMWOOD AVE
ROCHESTER,NY14618 		N/A PC GENERAL & UNRESTRICTED FUND AND THE DEBRA LYNN FUND 2,000

TEMPLE JUDEA

5500 GRANADA BLVD
CORAL GABLES,FL33146 		N/A PC General & Unrestricted 5,000

THE JEWISH COMMUNITY CENTER OF THE NORTH SHORE INC

4 COMMUNITY RD
MARBLEHEAD,MA01945 		N/A PC General & Unrestricted 1,500

THE ROCHESTER FRIENDLY HOME

3156 E AVE
ROCHESTER,NY14618 		N/A PC General & Unrestricted 1,000

THE SUSAN B ANTHONY HOUSE INC

17 MADISON ST
ROCHESTER,NY14608 		N/A PC Susan B Inspires Me! Campaign 1,000

TRUSTEES OF RESERVATIONS

200 HIGH ST 4TH FL
BOSTON,MA02110 		N/A PC General & Unrestricted 2,000

UNIVERSITY OF MIAMI

5821 SAN AMARO DR
CORAL GABLES,FL33146 		N/A PC General & Unrestricted 10,000

UNIVERSITY OF MIAMI

PO BOX 016880 D-880
MIAMI,FL33101 		N/A PC General & Unrestricted 2,500

UNIVERSITY OF MIAMI

1095 NW 14TH TERRACE R-48
MIAMI,FL33136 		N/A PC General & Unrestricted 1,000

UNIVERSITY OF ROCHESTER

300 E RIVER RD BOX 278799
ROCHESTER,NY14627 		N/A PC Div. General Medicine Annual Fund; JP Wilmot Cancer Center Annual Fund; Dermatology Unrestricted Gift Fund; URNI Gift Fund-Neurology; Meals on Wheels-UR Medicine Home Care; SMD Annual Fund-School of Medicine & Dentistry; Ureles Research and Education Fund; Psychiatry Annual Fund 10,000

VIZCAYA MUSEUM AND GARDENS TRUST INC

3251 S MIAMI AVE
MIAMI,FL33129 		N/A PC General & Unrestricted 1,000

WAKEFIELD FOOD PANTRY INC

467 MAIN ST
WAKEFIELD,MA01880 		N/A PC General & Unrestricted 500

WINGS OVER MIAMI MUSEUM INC

14710 SW 128TH ST
MIAMI,FL33186 		N/A PC General & Unrestricted 1,000

WORLD CHILD CANCER USA

1301 ARAPAHOE ST STE 105
GOLDEN,CO80401 		N/A PC General & Unrestricted 2,500

WORLD OCEAN SCHOOL

212 NORTHERN AVE STE 3
BOSTON,MA02210 		N/A PC General & Unrestricted 1,000

WORLD WILDLIFE FUND INC

1250 24TH ST NW
WASHINGTON,DC20037 		N/A PC General & Unrestricted 1,500

WXXI PUBLIC BROADCASTING COUNCIL

280 STATE ST
ROCHESTER,NY14614 		N/A PC General & Unrestricted 1,000

ZOO MIAMI FOUNDATION INC

12400 SW 152ND ST
MIAMI,FL33177 		N/A PC Tiger Expansion Project 2,500
Total .................................right arrow 3a 168,450
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 12,336  
4 Dividends and interest from securities ....     14 148,959  
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 99,450  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aINCOME FROM LIFE INSURANCE 		    01 9,104  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   269,849  
13Total. Add line 12, columns (b), (d), and (e)..................
13
269,849
(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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
Westminster Barrington Foundation
 
Employer identification number

20-3956194
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
Westminster Barrington Foundation
  		Employer identification number
20-3956194
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
Estate of Merton Rubens
8921 SW 182 Terrace
 
Palmetto Bay, FL33157

$ 9,395,273


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
Westminster Barrington Foundation
  		Employer identification number

20-3956194
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MICROSOFT CORP MSFT, 500 sh. $ 224,253 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 INTEL CORP INTC, 500 sh. $ 10,263 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 FIFTH THIRD BANCORP FITB, 917 sh. $ 41,549 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 FORD MOTOR COMPANY F, 1000 sh. $ 10,380 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 BRISTOL-MYERS SQUIBB CO BMY, 500 sh. $ 27,855 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 EXCHANGE BK SANTA ROSA EXSR, 829 sh. $ 92,102 2024-12-13
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
Westminster Barrington Foundation
  		Employer identification number

20-3956194
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PROVIDENT FINL SVCS INC PFS, 2558 sh. $ 51,761 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 FRMRS & MRCHNT BK LONG BEACH CA FMBL.OB, 37 sh. $ 201,650 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CAPITAL CITY BANK GROUP CCBG, 796 sh. $ 18,563 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 GETTY RLTY HLDG CO GTY, 1007 sh. $ 32,211 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 UNITED BANKSHARES, INC UBSI, 750 sh. $ 30,398 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 COMMUNITY BK SYS INC CBU, 2600 sh. $ 173,056 2024-12-13
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
Westminster Barrington Foundation
  		Employer identification number

20-3956194
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MONARCH CEMENT CO MCEM, 2800 sh. $ 610,540 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 F.N.B CORPORATION FNB, 1760 sh. $ 27,980 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 NBT BANCORP NBTB, 2500 sh. $ 128,506 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 TRI CITY BANKSHARES TRCY, 1400 sh. $ 19,523 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 KEWEENAW LAND ASSN KEWL, 888 sh. $ 21,978 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 FARMERS NATIONAL BANC CORP FMNB, 116 sh. $ 1,761 2024-12-13
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
Westminster Barrington Foundation
  		Employer identification number

20-3956194
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 BURKE AND HEBERT BANK AND TRUST BHRB, 2004 sh. $ 138,567 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CHEMUNG FINANCIAL CORP CHMG, 14911 sh. $ 808,735 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CARTER BANK AND TRUST MARTINSVILLE VA CARE, 24856 sh. $ 462,694 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 HORIZON BANCORP INC HBNC, 5062 sh. $ 88,851 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CB FINANCIAL SERVICES, INC. CBFV, 11246 sh. $ 350,875 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 NORWOOD FINANCIAL CORP NWFL, 1962 sh. $ 59,536 2024-12-13
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
Westminster Barrington Foundation
  		Employer identification number

20-3956194
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 OLD POINT FINANCIAL CORPORATION OPOF, 41 sh. $ 1,007 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 Croghan Bancshares, Inc. CHBH, 5803 sh. $ 286,030 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ACNB CORPORATION ACNB, 10170 sh. $ 466,733 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CSB BANCORP INCORPORATED CSBB, 4604 sh. $ 176,057 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CITBA FINANCIAL CORPORATION CBAF, 1000 sh. $ 28,250 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CITIZENS BANCORP OF VIRGINIA INC CZBT, 5771 sh. $ 173,130 2024-12-13
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
Westminster Barrington Foundation
  		Employer identification number

20-3956194
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CITIZENS FINANCIAL CORPORATION CIWV, 7531 sh. $ 182,627 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 DACOTAH BANKS INCORPORATED DBIN, 5543 sh. $ 184,582 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 DECKER MFG CORP DMFG, 1200 sh. $ 61,200 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 FARMERS BANK OF APPOMATTOX FBPA, 6359 sh. $ 143,872 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 JEFFERSONVILLE BANCORP JFBC, 2327 sh. $ 48,239 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ORANGE COUNTY BANCORP INCORPORATED OBT, 2188 sh. $ 130,120 2024-12-13
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
Westminster Barrington Foundation
  		Employer identification number

20-3956194
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PINNACLE BANKSHARES CORPORATION PPBN, 600 sh. $ 18,378 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 POTOMAC BANCSHARES INCORPORATED PTBS, 19001 sh. $ 308,766 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SOUTHEASTERN BANKING CORPORATION SEBC, 3000 sh. $ 78,750 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 COMMERCIAL NATIONAL FINANCIAL CORP (PA) CNAF, 5682 sh. $ 45,480 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 Shore Bancshares, Inc. SHBI, 9836 sh. $ 167,409 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MID PENN BANCORP INC MPB, 6067 sh. $ 186,833 2024-12-13
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
Westminster Barrington Foundation
  		Employer identification number

20-3956194
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PEOPLES FINANCIAL SERVICES CORP PFIS, 5514 sh. $ 305,407 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 FLEW , 2093 sh. $ 127,652 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 HCB FINANCIAL CORP HCBN, 5200 sh. $ 159,640 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MIDDLEBURY NATL CORP MDVT, 2100 sh. $ 62,517 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 FRANKLIN FINANCIAL SERVICES CORP FRAF, 500 sh. $ 16,600 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 HIGHLANDS BANKSHARES INC CAP STOCK HBSI, 7764 sh. $ 251,321 2024-12-13
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
Westminster Barrington Foundation
  		Employer identification number

20-3956194
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 WEST SHORE BANK WSSH, 4168 sh. $ 102,116 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 JUNIATA VALLEY FINANCIAL CORP JUVF, 2200 sh. $ 28,072 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MUNCY COLUMBIA FINANCIAL CORP CCFN, 1551 sh. $ 68,244 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 NATIONAL BANKSHARES INCORPORATED VA NKSH, 2400 sh. $ 74,760 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 NORTHUMBERLAND BANCORP NUBC, 8916 sh. $ 234,491 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 NORTHWAY FINL INCORP NWYF, 5804 sh. $ 209,524 2024-12-13
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
Westminster Barrington Foundation
  		Employer identification number

20-3956194
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PIONEER BANKSHARES PNBI, 6709 sh. $ 170,073 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SOMERSET TR HLDG COMPANY SOME, 7503 sh. $ 330,132 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SUMMIT BANCSHARES INCORPORATED CALIF SMAL, 2000 sh. $ 88,340 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 UTG INCORPORATED UTGN, 8526 sh. $ 234,891 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 WINDROCK LD COMPANY WRLC, 286 sh. $ 81,796 2024-12-13
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 FIRST CAP BANCSHARES FCPB, 2399 sh. $ 24,398 2024-12-13
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
Westminster Barrington Foundation
  		Employer identification number

20-3956194
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 DepreciationSchedule
Name:
Westminster Barrington Foundation
EIN:
20-3956194
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2024 InvestmentsCorpStockSchedule
Name:
Westminster Barrington Foundation
EIN:
20-3956194
Name of Stock End of Year Book Value End of Year Fair Market Value
3M CO 3,747 9,036
ABBVIE INC 5,233 35,540
ACNB CORPORATION 481,799 428,770
ADOBE SYSTEMS, INC 9,106 8,894
ALTRIA GROUP INC 8,329 10,458
AMAZON COM 4,007 5,485
AMERICAN TOWER REIT INC 4,518 4,585
AMERICOLD REALTY TRUST 9,181 8,560
APPLE INC 5,092 7,513
AT&T, INC 29,997 29,601
BANCORP SOUTHN INDIANA 49,794 115,830
BANK OF AMERICA CORP 81,732 151,276
BLACKROCK HEALTH SCIENCES CLOS 16,201 12,629
BLACKROCK INNOVATION AND GROWT 17,435 12,618
BLACKROCK SCIENCE AND TECHNOLO 15,579 12,426
BLACKROCK SCIENCE AND TECHNOLO 10,629 10,968
BLUE RIDGE BANKSHARES INC 31,450 8,211
BOEING CO 17,451 19,470
BRISTOL-MYERS SQUIBB CO 52,869 67,872
BRITISH AMERICAN TOBACCO PLC 17,597 18,160
BURKE AND HEBERT BANK AND TRUS 166,878 161,824
CAPITAL CITY BANK GROUP 18,563 29,173
CARETRUST REIT, INC 4,890 5,410
CARLYLE GROUP 7,270 12,623
CARNIVAL CORP 31,508 14,952
CARTER BANK AND TRUST MARTINSV 502,842 517,972
CB FINANCIAL SERVICES, INC. 513,445 487,259
CHEMUNG FINANCIAL CORP 853,584 801,020
CHEVRON CORP 9,031 14,484
CISCO SYSTEMS INC 11,020 11,840
CITBA FINANCIAL CORPORATION 91,716 98,336
CITIZENS BANCORP OF VIRGINIA I 243,795 283,820
CITIZENS FINANCIAL CORPORATION 239,053 257,726
COMMERCIAL NATIONAL FINANCIAL 78,180 51,930
COMMUNITY BK SYS INC 302,141 275,648
CORTEVA INC 2,537 9,455
CROGHAN BANCSHARES, INC. 341,416 356,474
CROWN CASTLE INTL 16,055 13,614
CSB BANCORP INCORPORATED 246,682 341,023
CVS CAREMARK CORP 86,284 62,846
DACOTAH BANKS INCORPORATED 271,482 388,220
DECKER MFG CORP 96,863 107,800
DELL TECHNOLOGIES INC CLASS C 12,400 11,524
DOW INC 10,221 12,039
DU PONT DE NEMOURS 7,270 12,658
ELI LILLY & CO 5,630 77,200
EVERSOURCE ENERGYINC 17,476 40,948
EXCHANGE BK SANTA ROSA 92,102 89,739
EXXON MOBIL CORP 26,215 31,195
F&M BANCORP 87,360  
F.N.B CORPORATION 68,598 94,001
FARMERS BANK OF APPOMATTOX 176,569 185,482
FARMERS NATIONAL BANC CORP 1,761 1,650
FIFTH THIRD BANCORP 41,549 38,771
FIRST CAP BANCSHARES 24,398 25,837
FLEW 127,652 115,115
FLOWSERVE CP 3,050 2,876
FORD MOTOR COMPANY 32,307 29,700
FRANKLIN FINANCIAL SERVICES CO 16,600 14,950
FRMRS & MRCHNT BK LONG BEACH C 201,650 210,900
GARMIN LTD 10,799 61,878
GETTY RLTY HLDG CO 32,211 30,341
GLENVILLE BK HLDG CO INC 15,200  
GSK PLC 3,342 3,382
HALLIBURTON COMPANY 5,486 5,438
HCB FINANCIAL CORP 159,640 161,200
HIGHLANDS BANKSHARES INC CAP S 251,321 252,873
HORIZON BANCORP INC 88,851 81,549
HUMANA INC 4,573 3,806
HUNTINGTON BANCSHARES INC 66,000 85,141
HUNTINGTON INGALLS INDUSTRIES 9,717 9,449
INTEL CORP 20,141 20,050
INTERNATIONAL BUSINESS MACHINE 68,813 131,898
JEFFERSONVILLE BANCORP 57,039 60,851
JOHNSON & JOHNSON 18,377 43,386
JUNIATA VALLEY FINANCIAL CORP 28,072 28,644
KAYNE ANDERSON MLP INV CO 9,470 6,355
KEWEENAW LAND ASSN 21,978 31,080
KIMBERLY CLARK CORP 10,222 13,104
KRAFT HEINZ CO 13,969 12,284
KYNDRYL HOLDINGS INC 6,544 10,380
LINEAGE INC 5,789 5,857
MAINSTAY CBRE GLOBAL INFRASTRU 32,958 24,340
MERCK & CO INC 11,523 39,792
META PLATFORMS INC 5,528 5,855
MICRON TECHNOLOGY 4,345 4,208
MICROSOFT CORP 235,697 379,350
MID PENN BANCORP INC 186,833 174,972
MIDDLEBURY NATL CORP 62,517 71,400
MONARCH CEMENT CO 627,243 737,111
MONDELEZ INTERNATIONAL INC 6,199 5,973
MUNCY COLUMBIA FINANCIAL CORP 68,244 64,987
NATIONAL BANKSHARES INCORPORAT 74,760 68,904
NBT BANCORP 205,672 310,297
NEWELL RUBBERMAID INC 28,479 24,900
NEXTERA ENERGY, INC 19,224 21,507
NIKE INC-CL B 17,710 15,134
NORTHUMBERLAND BANCORP 234,491 240,732
NORTHWAY FINL INCORP 209,524 206,855
NORWOOD FINANCIAL CORP 132,925 112,982
NVIDIA CORP 5,769 20,144
OLD POINT FINANCIAL CORPORATIO 23,101 13,056
ORANGE COUNTY BANCORP INCORPOR 149,770 177,157
ORGANON & CO 9,173 11,190
PARAMOUNT GLOBAL ORD SHS CLASS 13,181 2,458
PEOPLES FINANCIAL SERVICES COR 305,407 282,207
PEPSICO INC 3,995 3,802
PFIZER INC 39,514 37,142
PINNACLE BANKSHARES CORPORATIO 97,400 118,997
PIONEER BANKSHARES 170,073 175,440
POTOMAC BANCSHARES INCORPORATE 323,266 315,216
PROCTER GAMBLE CO 12,669 16,765
PROVIDENT FINL SVCS INC 51,761 48,269
RAYTHEON TECHNOLOGIES CORP 8,741 11,572
SCHLUMBERGER LTD 8,652 7,668
SHORE BANCSHARES, INC. 244,220 227,099
SIEMENS AG 3,489 3,384
SMNEY 2,669 2,615
SOLVENTUM CORPORATION 2,675 1,123
SOMERSET TR HLDG COMPANY 330,132 337,635
SOUTHEASTERN BANKING CORPORATI 118,400 121,000
SUMMIT BANCSHARES INCORPORATED 88,340 88,700
TELUS CORP 6,807 6,780
TESLA MOTORS INC 3,156 4,038
TRI CITY BANKSHARES 19,523 19,530
TRUIST FINANCIAL CORPORATION 23,725 31,407
UNITED BANKSHARES, INC 30,398 28,163
UNITED COMMUNITY BANKS, INC 26,239 37,706
UTG INCORPORATED 234,891 234,806
VERIZON COMMUNICATIONS 52,353 43,989
VERTIV CL A 5,495 8,521
VIATRIS ORD SHS 12,054 12,450
WALGREENS BOOTS ALLIANCE 32,458 18,660
WALT DISNEY HOLDINGS CO 17,201 22,270
WARNER BROS. DISCOVERY, INC 11,102 6,342
WASTE MANAGEMENT INC 6,295 6,054
WEST SHORE BANK 102,116 104,200
WINDROCK LD COMPANY 81,796 124,410
ZOOM VIDEO COMMUNICATIONS INC 6,941 8,161

TY 2024 OtherExpensesSchedule
Name:
Westminster Barrington Foundation
EIN:
20-3956194
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 14,556     14,556
State or Local Filing Fees 25     25


TY 2024 OtherIncomeSchedule2
Name:
Westminster Barrington Foundation
EIN:
20-3956194
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
INCOME FROM LIFE INSURANCE 9,104    


TY 2024 OtherLiabilitiesSchedule
Name:
Westminster Barrington Foundation
EIN:
20-3956194
Description Beginning of Year - Book Value End of Year - Book Value
OUTSTANDING OPTIONS   1,385


TY 2024 OtherProfessionalFeesSchedule
Name:
Westminster Barrington Foundation
EIN:
20-3956194
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 23,416 23,416    


TY 2024 SubstantialContributorsSch
Name:
Westminster Barrington Foundation
EIN:
20-3956194
Name Address
Estate of Merton Rubens 8921 SW 182 Terrace
Palmetto Bay,FL33157


TY 2024 TaxesSchedule
Name:
Westminster Barrington Foundation
EIN:
20-3956194
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2024 2,100      
990-PF Extension for 2023 800