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
1772 FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)60 WASHINGTON STREET SUITE 100
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MORRISTOWN, NJ07960
A Employer identification number

22-2578377
B Telephone number (see instructions)

(860) 985-7759
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$81,139,819J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 127,686 127,686  
4 Dividends and interest from securities... 1,555,597 1,605,180  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 5,587,039
b Gross sales price for all assets on line 6a 52,747,805
7 Capital gain net income (from Part IV, line 2)... 5,740,758
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
193,000 7,858  
12 Total. Add lines 1 through 11........ 7,463,322 7,481,482  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 390,782 117,235   273,547
14 Other employee salaries and wages...... 267,739 0   267,739
15 Pension plans, employee benefits....... 99,367 29,810   69,557
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
15,601 0   15,601
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
89,725 18,363   60,262
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
512,340 489,100   128,240
17 Interest...............   3,163    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
125,124 32,529   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 156,674 7,834   148,840
22 Printing and publications.......... 2,500 0   2,500
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
34,417 35,889   32,696
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,694,269 733,923   998,982
25 Contributions, gifts, grants paid....... 4,759,431 3,826,352
26 Total expenses and disbursements. Add lines 24 and 25 6,453,700 733,923   4,825,334
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,009,622
b Net investment income (if negative, enter -0-) 6,747,559
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 1,810,570 167,928 167,928
2 Savings and temporary cash investments......... 2,175,287 3,496,812 3,496,812
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) 0 Click to see attachment
List of Attached Documents:
// Content
1,308,988 		1,308,988
b Investments—corporate stock (attach schedule)....... 25,999,980 Click to see attachment
List of Attached Documents:
// Content
31,742,892 		31,742,892
c Investments—corporate bonds (attach schedule)....... 14,893,007 Click to see attachment
List of Attached Documents:
// Content
12,711,540 		12,711,540
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).......... 30,120,782 Click to see attachment
List of Attached Documents:
// Content
31,138,188 		31,138,188
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
592,119 		Click to see attachment
List of Attached Documents:
// Content
573,471 		Click to see attachment
List of Attached Documents:
// Content
573,471
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 75,591,745 81,139,819 81,139,819
Liabilities 17 Accounts payable and accrued expenses.......... 51,500 37,600
18 Grants payable................. 1,666,000 2,514,079
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
119,133 		Click to see attachment
List of Attached Documents:
// Content
171,184
23 Total liabilities (add lines 17 through 22)......... 1,836,633 2,722,863
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........... 73,755,112 78,416,956
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 73,755,112 78,416,956
30 Total liabilities and net assets/fund balances (see instructions). 75,591,745 81,139,819
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
73,755,112
2
Enter amount from Part I, line 27a .....................
2
1,009,622
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
3,703,756
4
Add lines 1, 2, and 3 ..........................
4
78,468,490
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
51,534
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
78,416,956
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a SALE OF PUBLICLY TRADED SECURITIES P    
b REALIZED GAINS THROUGH K-1S, NET OF UBTI P    
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 52,747,805   47,160,766 5,587,039
b       153,719
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       5,587,039
b       153,719
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 5,740,758
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 93,791
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 93,791
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 93,791
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 93,413
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 93,413
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 9 378
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 arrowNJ
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.1772FOUNDATION.ORG
14
The books are in care ofright arrowSTEPHEN M DELARGY CPA Telephone no.right arrow (860) 985-7759

Located atright arrowC/O FRANCHINO DELARGY LLP 60WASHINGTON STREET SUITE 100MORRISTOWNNJ ZIP+4right arrow07960
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)
Yes
 
(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)
 
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
 
No
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
 
No
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
MARGARET WALDOCK PRESIDENT
5.00 		48,900 0 0
PO BOX 112
POMFRET CENTER,CT06259
B DANFORTH ELY VP PRESIDENT
15.00 		24,900 0 0
PO BOX 112
POMFRET CENTER,CT06259
THOMAS MORIARITY TREASURER
5.00 		36,900 0 0
PO BOX 112
POMFRET CENTER,CT06259
SHARNITA JOHNSON SECRETARY AS OF 1/1/24
5.00 		24,900 0 0
PO BOX 112
POMFRET CENTER,CT06259
REGGIE TURNER TRUSTEE
5.00 		24,900 0 0
PO BOX 112
POMFRET CENTER,CT06259
RICHARD YOUNGKEN TRUSTEE
5.00 		0 0 0
PO BOX 112
POMFRET CENTER,CT06259
ETHIEL GARLINGTON EXECUTIVE DIRECTOR
40.00 		230,282 22,418 0
PO BOX 112
POMFRET CENTER,CT06259
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
MARY ANTHONY ADVISOR
40.00 		267,739 26,064 0
PO BOX 112
POMFRET CENTER,CT06259
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
GRAYSTONE CONSULTING INVESTMENT MANAGEMENT 412,885
125 HIGH STREET
BOSTON,MA02110
EAGLE CAPITAL MANAGEMENT LLC INVESTMENT MANAGEMENT 75,199
499 PARK AVE 17
NEW YORK,NY10022
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
73,608,099
b
Average of monthly cash balances.......................
1b
4,056,215
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
77,664,314
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
77,664,314
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,164,965
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
76,499,349
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,824,967
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
3,824,967
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
93,791
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
93,791
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,731,176
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,731,176
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
3,731,176
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
4,825,334
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
4,825,334
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 3,731,176
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023...... 304,370
f Total of lines 3a through e ........ 304,370
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 4,825,334
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 3,731,176
e Remaining amount distributed out of corpus 1,094,158
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 1,398,528
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		1,398,528
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023.... 304,370
e Excess from 2024.... 1,094,158
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ALABAMA AFRICAN AMERICAN CIVIL RIGHTS HERITAGE SITES CONSORTIUM INC

413 16TH STN
BIRMINGHAM,AL35203 		N/A PC CAPACITY-BUILDING CONVENINGS AND STAYED ON FREEDOM PODCAST 40,000

APPALACHIAN COMMUNITY FUND FOR WAYMAKERS COLLECTIVE

1405 E MAGNOLIA AVE
KNOXVILLE,TN37917 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 2,500

APPALACHIAN TRAIL CONSERVANCY

799 WASHINGTON ST PO BOX 807
HARPERS FERRY,WV25425 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 5,000

BLACK HISTORY IN ACTION FOR CAMBRIDGEPORT

137 ALLSTON ST
CAMBRIDGE,MA02139 		N/A PC ST. AUGUSTINE'S AFRICAN ORTHODOX CHURCH 62,942

BROADFORDING BIBLE BRETHREN CHURCH

13535 BROADFORDING CHURCH RD
HAGERSTOWN,MD21740 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 2,500

CECIL WILLIAMS SOUTH CAROLINA CIVIL RIGHTS MUSEUM

1865 LAKE DR
ORANGEBURG,SC29115 		N/A PC BRIGGS BEFORE AND BEYOND BROWN 70TH ANNIVERSARY EXHIBIT 25,000

CENTER FOR HEIRS' PROPERTY PRESERVATION

8570 RIVERS AVE SUITE 170
NORTH CHARLESTON,SC29406 		N/A PC LAND CONSERVATION AND WEALTH-BUILDING FOR HISTORICALLY UNDERSERVED LANDOWNERS 100,000

COASTAL COMMUNITY FOUNDATION OF SOUTH CAROLINA

1691 TURNBULL AVE
NORTH CHARLESTON,SC29405 		N/A PC PINCKNEY SCHOLARSHIP PROGRAM, PLACE-BASED IMPACT INVESTMENT PROGRAM, CCF OPERATIONS 500,000

DADE HERITAGE TRUST

190 SE 12TH TERRACE
MIAMI,FL33131 		N/A PC AFFORDABLE HOUSING REVOLVING FUND 100,000

DOWNTOWN JOPLIN ALLIANCE

931 E 4TH ST
JOPLIN,MO64801 		N/A PC ENDANGERED PROPERTIES FUND 50,000

EQUAL JUSTICE INITIATIVE

122 COMMERCE ST
MONTGOMERY,AL36104 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 5,000

FAIRMOUNT PARK CONSERVANCY

THE OHIO HOUSE 4700 STATES DR
PHILADELPHIA,PA19131 		N/A PC LEMON HILL MANSION WORK 50,000

FRIENDS OF HAKALAU FOREST NATIONAL WILDLIFE REFUGE

PO BOX 6065
HILO,HI96720 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 2,500

FRIENDS OF HALFWAY AFRICAN AMERICAN CEMETERY

411 BELVIEW AVE
HAGERSTOWN,MD21742 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 3,000

FRIENDS OF THE POMFRET PUBLIC LIBRARY

PO BOX 24
POMFRET,CT06258 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 2,500

FRIENDS OF THE RANDOLPH ANIMAL POUND

502 MILLBROOK AVE
RANDOLPH,NJ07869 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 1,000

FRIENDS OF TOLSONS CHAPEL

PO BOX 162
SHARPSBURG,MD21782 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 2,500

GBH

ONE GUEST ST
BOSTON,MA02135 		N/A PC AMERICAN EXPERIENCE DOCUMENTARY SERIES 100,000

GIRLS ON THE RUN OF MID & WESTERN MARYLAND

PO BOX 1034
FREDERICK,MD21702 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 2,000

HAMILTON PARTNERSHIP FOR PATERSON INC

72 MCBRIDE AVE
PATERSON,NJ07501 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 1,000

HAWAII PUBLIC RADIO

738 KAHEKA ST
HONOLULU,HI96814 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 2,500

HERITAGE OHIO

800 E 17TH AVE
COLUMBUS,OH43211 		N/A PC REVOLVING FUND FOR EMERGENCY REPAIRS FOR BUILDINGS 100,000

HERITAGE WORKS

4444 SECOND AVE
DETROIT,MI48201 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 2,500

HISTORIC CHARLESTON FOUNDATION

40 E BAY ST
CHARLESTON,SC29401 		N/A PC COMMON CAUSE LOAN FUND TO HELP LONG TERM HOMEOWNERS WITH HOME REPAIRS 100,000

HISTORIC NEW ENGLAND

151 ESSEX ST
HAVERHILL,MA01832 		N/A PC SUSTAINABILITY AND CLIMATE WORK FOCUSING ON CASEY FARM 100,000

HISTORIC WILMINGTON

511 QUEEN ST
WILMINGTON,NC28401 		N/A PC AFFORDABLE HOUSING REVOLVING FUND 75,000

HUNTERDON LAND TRUST

111 MINE ST
FLEMINGTON,NJ08822 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 20,000

IRISH AMERICAN PARTNERSHIP

15 BROAD ST SUITE 21
BOSTON,MA02109 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 2,500

IRISH AMERICAN PARTNERSHIP FOR AMERICANS FOR AN TAISCE

15 BROAD ST SUITE 21
BOSTON,MA02109 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 10,000

ISLAND INSTITUTE

PO BOX 648
ROCKLAND,ME04841 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 1,000

IT'S A BLESSING TO BE A BLESSING

PO BOX 2633
HAGERSTOWN,MD21741 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 2,000

LANDMARKS FOUNDATION OF MONTGOMERY

301 COLUMBUS ST
MONTGOMERY,AL36104 		N/A PC HPRP FEASIBILITY STUDY 15,000

MAINE PRESERVATION

PO BOX 488
YARMOUTH,ME04096 		N/A PC 3 CONVENINGS OF NORTHEAST STATEWIDE ORGANIZATIONS ADMINISTRATING MATCHING GRANTS 22,660

MAINE PRESERVATION

PO BOX 488
YARMOUTH,ME04096 		N/A PC HISTORIC PRESERVATION GRANTMAKING IN ME 125,000

MARYGROVE CONSERVANCY

8425 W MCNICHOLS RD
DETROIT,MI48221 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 5,000

MDC INC

307 WEST MAIN ST
DURHAM,NC27701 		N/A PC GULLAH FUNDERS NETWORK 40,000

MEDIATION FIRST INC

82 WEST WASHINGTON STSUITE 309
HAGERSTOWN,MD21740 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 2,000

MENDHAM TOWNSHIP FIRST AID SQUAD

PO BOX 122
BROOKSIDE,NJ07926 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 500

MORRISTOWN MEDICAL CENTER (FOUNDATION FOR MORRISTOWN MEDICAL CENTER)

475 SOUTH ST
MORRISTOWN,NJ07960 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 1,000

NATIONAL MAIN STREET CENTER

53 WEST JACKSON BLVD SUITE 350
CHICAGO,IL60604 		N/A PC MAIN STREET NOW CONFERENCE 35,000

NATIONAL MAIN STREET CENTER

53 WEST JACKSON BLVD SUITE 350
CHICAGO,IL60604 		N/A PC NEW SMALL DEALS INITIATIVE LOAN FUND START-UP COSTS 100,000

NATIONAL PRESERVATION PARTNERS NETWORK

PO BOX 1372
KNOXVILLE,TN37901 		N/A PC NEW ENGLAND GREEN PROJECT 10,000

NATIONAL PRESERVATION PARTNERS NETWORK

PO BOX 1372
KNOXVILLE,TN37901 		N/A PC REVOLVING FUND GRANTMAKING 20,000

NATIONAL TRUST FOR HISTORIC PRESERVATION

600 14TH STREET NW SUITE 500
WASHINGTON,DC20005 		N/A PC PASTFORWARD CONFERENCE SUPPORT 100,000

NEW HAMPSHIRE PRESERVATION ALLIANCE

PO BOX 268
CONCORD,NH03302 		N/A PC HISTORIC PRESERVATION GRANTMAKING IN NH 125,000

NEWTOWN MACON

555 POPLAR ST
MACON,GA31201 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 5,000

NYC HISTORIC PROPERTIES FUND

ONE WHITEHALL STREET 21ST FLOOR
NEW YORK,NY10004 		N/A PC LOAN PROGRAM TO HLEP NYC RESIDENTS MAKE FACADE REAPIRS 30,000

ONE WORLD ONE LOVE NEW JERSEY

561 SPRINGFIELD AVE
SUMMIT,NJ07901 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 3,500

PENN CENTER INC

PO BOX 126 16 PENN CENTER CIRCLE
WEST
ST HELENA ISLAND,SC29920 		N/A PC PROFESSIONAL SEARCH FOR NEW EXECUTIVE DIRECTOR 60,000

POWER OF PRESERVATION FOUNDATION (FISCAL SPONSOR CLIMATE HERITAGE NETWORK)

PO BOX 830295
SAN ANTONIO,TX78283 		N/A PC DECARBONIZING THE BUILT ENVIRONMENT THROUGH HERITAGE 75,000

PRESERVATION ACTION FOUNDATIONCENTER FOR PRESERVATION INITIATIVES

2020 PENNSYLVANIA AVE NW 313
WASHINGTON,DC20006 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 10,000

PRESERVATION CONNECTICUT

940 WHITNEY AVE
HAMDEN,CT06517 		N/A PC HISTORIC PRESERVATION GRANTMAKING IN CT 125,000

PRESERVATION DAYTON

PO BOX 3614
DAYTON,OH454013614 		N/A PC HPRP FEASIBILITY STUDY 10,000

PRESERVATION MARYLAND

3600 CLIPPER MILL RD SUITE 248
BALTIMORE,MD21211 		N/A PC DIVERSE RECRUITMENT PIPELINE FOR HISTORIC PRESERVATION FIELD 25,250

PRESERVATION MASSACHUSETTS

6 MAIN ST EXT SUITE 613
PLYMOUTH,MA02360 		N/A PC HISTORIC PRESERVATION GRANTMAKING IN MA 125,000

PRESERVATION SOCIETY OF ASHEVILLE AND BUNCOMBE COUNTY

PO BOX 2806
ASHEVILLE,NC28802 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 12,500

PRESERVATION TRUST OF VERMONT

104 CHURCH ST
BURLINGTON,VT05401 		N/A PC HISTORIC PRESERVATION GRANTMAKING IN VT 125,000

PRESERVE RHODE ISLAND

957 N MAIN ST
PROVIDENCE,RI02904 		N/A PC CHASE FARMHOUSE REVOLVING FUND 50,000

PRESERVE RHODE ISLAND

957 N MAIN ST
PROVIDENCE,RI02904 		N/A PC HISTORIC PRESERVATION GRANTMAKING IN RI 125,000

PRIME TIME FOR WOMEN

13010 STURBRIDGE COURT
HAGERSTOWN,MD21742 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 1,000

QUINEBAUG VALLEY COMMUNITY COLLEGE FOUNDATION

742 UPPER MAPLE ST
DANIELSON,CT06239 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 2,500

RALSTON ENGINE COMPANY NO 1

PO BOX 356
MENDHAM,NJ07945 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 1,000

RARITAN HEADWATERS ASSOCIATION

PO BOX 273
GLADSTONE,NJ07934 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 10,000

RESPONSIBLE HOSPITALITY INSTITUTE

5321 SCOTTS VALLEY DR SUITE 204
SCOTTS VALLEY,CA95066 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 5,000

RESPONSIBLE HOSPITALITY INSTITUTE

5321 SCOTTS VALLEY DR SUITE 204
SCOTTS VALLEY,CA95066 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 10,000

RESTORE MOBILE

PO BOX 40037
MOBILE,AL36640 		N/A PC REVOLVING FUND FOR REAL ESTATE 35,000

REVOLUTION WORKSHOP

3410 W LAKE ST
CHICAGO,IL60624 		N/A PC HPRP FEASIBILITY STUDY 20,000

ROBERT W JOHNSON COMMUNITY CENTER

109 W NORTH AVE
HAGERSTOWN,MD21740 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 5,000

SCENIC HUDSON

ONE CIVIC CENTER PLAZA SUITE 200
POUGHKEEPSIE,NY12601 		N/A PC POUGHKEEPSIE MILL RESTORATION PROJECT 75,000

SEMA HADITHI FOUNDATION

3490 S 4400 W
WEST VALLEY CIRTY,UT84120 		N/A PC EASEMENT PROGRAM 13,500

SHELBURNE FARMS

1611 HARBOR RD
SHELBURNE,VT05482 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 1,000

SIPP CULTURE (MISSISSIPPI CENTER FOR CULTURAL PRODUCTION)

319 WHITE OAK ST
UTICA,MS39175 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 5,000

SMITHSONIAN CENTER FOR FOLKLIFE & CULTURAL HERITAGE

PO BOX 37012 MRC 520
WASHINGTON,DC200137012 		N/A PC NEXT GENERATION ARTISANS IN THE HISTORIC BUILDING TRADES 50,000

TAPOLOGY INC

PO BOX 5040
FLINT,MI48505 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 2,500

THE CONNECTICUT AUDUBON SOCIETY (FOR CENTER AT POMFRET)

314 UNQUOWA RD
FAIRFIELD,CT06824 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 5,000

THE GEORGIA TRUST FOR HISTORIC PRESERVATION

1516 PEACHTREE ST NW
ATLANTA,GA30309 		N/A PC REVIEWER GRANT 1,000

THE GEORGIA TRUST FOR HISTORIC PRESERVATION

1516 PEACHTREE ST NW
ATLANTA,GA30309 		N/A PC HISTORIC PRESERVATION GRANTMAKING IN GA 100,000

THE NATIONAL TRUST FOR SCOTLAND FOUNDATION USA

4 SOUTH MARKET ST 4TH FLOOR
BOSTON,MA02109 		N/A PC START-UP ASSISTANCE FOR AN TAISCE SUPPORTING ORGANIZATION 36,000

THE SLAVE DWELLING PROJECT

PO BOX 1469
LADSON,SC29456 		N/A PC 2024 SLAVE DWELLING CONFERENCE 50,000

THE TRUST FOR PUBLIC LAND

101 MONTGOMERY ST SUITE 900
SAN FRANCISCO,CA94104 		N/A PC BLACK HISTORY AND CULTURE PROGRAM 500,000

THOMPSON ECUMENICAL EMPOWERMENT GROUP INC (TEEG)

PO BOX 664
NORTH GROSVENORDALE,CT06255 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 2,500

UNIVERSITY OF ORANGE

47 CLEVELAND ST
ORANGE,NJ07050 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 5,000

WASHINGTON COUNTY COMMUNITY ACTION COUNCIL INC

117 SUMMIT AVE
HAGERSTOWN,MD21740 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 2,500

WASHINGTON COUNTY LEADERSHIP DEVELOPMENT PROGRAM INC(LEADERSHIP WASHINGTON

PO BOX 4611
HAGERSTOWN,MD21742 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 2,500

WEGOJA FOUNDATION

PO BOX 290326
COLUMBIA,SC29229 		N/A PC TAVEAU CHURCH ORAL HISTORY PROJECT 10,000

WHALE - WATERFRONT HISTORIC AREA LEAGUE

15 JOHNNY CAKE HILL
NEW BEDFORD,MA02740 		N/A PC STRATEGIC PLANNING/FEASIBILITY STUDY 15,000

WYNDHAM LAND TRUST INC

PO BOX 32
POMFRET CENTER,CT06259 		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 5,000
Total .................................right arrow 3a 3,826,352
bApproved for future payment

ARCHITECHTURE2030
607 CERRILLOS ROAD SUITE G
SANTA FE,NM87505 		N/A PC REUSE + CARE EXPANSION 200,000

COASTAL COMMUNITY FOUNDATION
1691 TURNBULL AVE
NORTH CHARLESTON,SC29405 		N/A PC PINCKNEY SCHOLARSHIP PROGRAM, PLACE-BASED IMPACT INVESTMENT PROGRAM, CCF OPERATIONS 1,000,000

GBH
ONE GUEST ST
BOSTON,MA02135 		N/A PC AMERICAN EXPERIENCE DOCUMENTARY SERIES 200,000

JM KAPLAN FUND
71 W 23 ST 903
NEW YORK,NY10010 		N/A PF INNOVATION LEARNING COMMUNITY 75,000

MAIN STREET USA
53 WEST JACKSON BLVD SUITE 350
CHICAGO,IL60604 		N/A PC MAIN STREET NOW CONFERENCE 2025 35,000

NATIONAL TRUST FOR HISTORIC PRESERVATION
600 14TH STREET NW SUITE 500
WASHINGTON,DC20005 		N/A PC REUSE AND RETROFIT CAMPAIGN 50,000

PROVIDENCE PRESERVATION SOCIETY
24 MEETING ST
PROVIDENCE,RI02903 		N/A PC SHAKESPEARE'S HEAD HISTORIC RESEARCH 3,000

TRUST FOR PUBLIC LAND
101 MONTGOMERY ST SUITE 900
SAN FRANCISCO,CA94104 		N/A PC BLACK HISTORY AND CULTURE PROGRAM 1,000,000
Total ................................. right arrow 3b 2,563,000
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
aINTEREST ON PRI         8,000
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 127,686  
4 Dividends and interest from securities .... 901101 580 14 1,555,017  
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 .....     01    
8 Gain or (loss) from sales of assets other than
inventory ............ 		901101 -609 18 5,587,648  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aMA TAX REFUND 		    01 185,000  
bOTHER K-1 INCOME 901101 77,557 01 -77,557  
cOTHER INVESTMENT INCOME     14    
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 77,528 7,377,794 8,000
13Total. Add line 12, columns (b), (d), and (e)..................
13
7,463,322
(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.)
1A INTEREST ON PROGRAM RELATED INVESTMENTS FOR HISTORIC PRESERVATION
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.
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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
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 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
1772 FOUNDATION INC
EIN:
22-2578377
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BOOKKEEPING FEES 36,725 18,363   18,362
AUDIT AND TAX SERVICES 53,000 0   41,900

TY 2024 InvestmentsCorpBondsSchedule
Name:
1772 FOUNDATION INC
EIN:
22-2578377
Name of Bond End of Year Book Value End of Year Fair Market Value
AECOM 141,949 141,949
AEP TEXAS INC 187,570 187,570
AERCAP IRELAND CAPITAL DAC?AERCAP GLOBAL AVIATION TRUST 261,663 261,663
AIRCASTLE LTD 141,473 141,473
ALEXANDRIA REAL ESTATE EQUITIES INC 92,315 92,315
AMERICAN TOWER CORP 69,622 69,622
AMGEN INC 226,390 226,390
AON CORP/AON GLOBAL HOLDINGS PLC 149,510 149,510
ARTHUR J GALLAGHER & CO 98,700 98,700
ASBURY AUTOMOTIVE GROUP INC 140,900 140,900
AT&T INC 158,697 158,697
BALL CORP 143,352 143,352
BARCLAYS PLC FXD TO 062029 VAR THRAFTR 2.8940% 168,884 168,884
BATH & BODY WORKS INC 134,149 134,149
BP CAPITAL MARKETS AMERICA INC 218,793 218,793
BROADCOM INC 150,024 150,024
BRUNSWICK CORP/DE 141,080 141,080
CAPITAL ONE FINANCIAL CORP FXD TO 052032 VAR THRAFTR 5.2680% 60,387 60,387
CDW LLC / CDW FINANCE CORP 162,796 162,796
CENTENE CORP 150,381 150,381
CENTRAL GARDEN & PET CO 160,823 160,823
CHARTER COMMUNICATIONS OPERATI NG LLC / CHARTER COMMUNICATION 145,722 145,722
CITIGROUP INC FX TO 052032 VAR THRAFTR 4.91% 217,616 217,616
COMCAST CORP 176,130 176,130
CROWN AMERICAS LLC / CROWN AMERICAS CAPITAL CORP V 162,375 162,375
DICK'S SPORTING GOODS INC 83,270 83,270
DICK'S SPORTING GOODS INC 38,786 38,786
DISCOVER FINANCIAL SERVICES 213,535 213,535
DISCOVERY COMMUNICATIONS LLC 74,716 74,716
DUKE ENERGY CORP 142,976 142,976
EBAY INC 306,118 306,118
ELEVANCE HEALTH INC 125,801 125,801
FORD MOTOR CO 63,640 63,640
FORD MOTOR CO 30,823 30,823
FORD MOTOR CO 26,592 26,592
FREEPORT-MCMORAN INC 79,045 79,045
GILEAD SCIENCES INC 44,909 44,909
GOODYEAR TIRE & RUBBER CO/THE 173,896 173,896
GRIFFON CORP 153,945 153,945
HCA INC 125,358 125,358
HCA INC 105,442 105,442
HOST HOTELS & RESORTS LP 100,462 100,462
HUMANA INC 140,501 140,501
HUMANA INC 64,161 64,161
IIP OPERATING PARTNERSHIP LP 199,785 199,785
KB HOME 150,976 150,976
KINDER MORGAN ENERGY PARTNERS LP 104,690 104,690
LAMAR MEDIA CORP 181,570 181,570
LOCKHEED MARTIN CORP 147,699 147,699
MICRON TECHNOLOGY INC 234,266 234,266
MOODY'S CORP 93,092 93,092
MPT OPERATING PARTNERSHIP LP / MPT FINANCE CORP 167,571 167,571
NATWEST GROUP PLC FXD TO 052029 VAR THRAFTR 4.4450% 193,052 193,052
NETFLIX INC 122,588 122,588
NRG ENERGY INC 182,735 182,735
OCCIDENTAL PETROLEUM CORP 175,122 175,122
OCCIDENTAL PETROLEUM CORP 124,181 124,181
OLIN CORP 88,093 88,093
OLIN CORP 84,701 84,701
ORACLE CORP 145,010 145,010
PG&E CORP 147,606 147,606
PG&E CORP 58,665 58,665
QORVO INC 137,861 137,861
QVC INC 160,200 160,200
RANGE RESOURCES CORP 188,415 188,415
SANTANDER HOLDINGS USA INC FXD TO 012027 VAR THRAFTR 2.49% 327,146 327,146
SBA COMMUNICATIONS CORP 128,463 128,463
SCOTTS MIRACLE-GRO CO/THE 140,056 140,056
SEMPRA ENERGY 146,417 146,417
SERVICE CORP INTERNATIONAL/US 186,367 186,367
SHERWIN-WILLIAMS CO/THE 147,891 147,891
SILGAN HOLDINGS INC 154,614 154,614
SIX FLAGS ENTERTAINMENT CORP 170,055 170,055
SM ENERGY CO 163,411 163,411
STARBUCKS CORP 59,576 59,576
SYNCHRONY BANK 251,828 251,828
TELEFLEX INC 201,715 201,715
TENET HEALTHCARE CORP 162,710 162,710
TEVA PHARMACEUTICAL FINANCE NETHERLANDS III BV 163,567 163,567
TOYOTA MOTOR CREDIT CORP 147,671 147,671
UNITED RENTALS NORTH AMERICA INC 188,903 188,903
VERIZON COMMUNICATIONS INC 71,337 71,337
VICI PROPERTIES LP 136,540 136,540
VICI PROPERTIES LP 78,351 78,351
WASTE CONNECTIONS INC 40,905 40,905
WASTE MANAGEMENT INC 147,341 147,341
WELLS FARGO & CO FXD TO 062027 VAR THRAFTR 2.390% 942 942
WESTERN MIDSTREAM OPERATING LP 158,348 158,348
XPO CNW INC 154,234 154,234
YUM! BRANDS INC 139,997 139,997

TY 2024 InvestmentsCorpStockSchedule
Name:
1772 FOUNDATION INC
EIN:
22-2578377
Name of Stock End of Year Book Value End of Year Fair Market Value
3M CO (MMM) 385.000 SHARES 49,700 49,700
ACADIA HEALTHCARE COMPANY INC (ACHC) 748.000 SHARES 29,658 29,658
ACCURAY INC (ARAY) 3,683.000 SHARES 7,292 7,292
ADEIA INC COM (ADEA) 1,811.000 SHARES 25,318 25,318
ADIENT PLC COM (ADNT) 1,440.000 SHARES 24,880 24,880
AERCAP HOLDINGS N.V (AER) 2378.000 SHARES 227,575 227,575
AERCAP HOLDINGS N.V. (AER) 416,869 416,869
AFFILIATED MGRS GROUP INC (AMG) 559.000 SHARES 103,370 103,370
AIR LEASE CORP CL A 119,754 119,754
AKAMAI TECHNOLOGIES INC (AKAM) 250.000 SHARES 23,913 23,913
ALBEMARLE CORPORATION (ALB) 237.000 SHARES 20,401 20,401
ALCOA CORP (AA) 3,225.000 SHARES 122,974 122,974
ALEXANDRIA REAL ESTATE EQ INC (ARE) 179.000 SHARES 17,461 17,461
ALIBABA GROUP HLDG LTD (BABA) 2,026.000 SHARES 171,785 171,785
ALIGHT INC CL A (ALIT) 2,675.000 SHARES 18,511 18,511
ALLETE INC NEW (ALE) 421.000 SHARES 27,281 27,281
ALNYLAM PHARMACEUTICALS INC (ALNY) 186.000 SHARES 43,768 43,768
ALPHABET INC CL C (GOOG) 1,610.000 SHARES 306,608 306,608
ALPHABET INC CL C (GOOG) 1,822.000 SHARES 346,982 346,982
AMAZON COM INC (AMZN) 2,223.000 SHARES 487,704 487,704
AMAZON COM INC (AMZN) 2,582.000 SHARES 566,465 566,465
AMBEV S A SPONSORED ADR (ABEV) 53,062.000 SHARES 98,165 98,165
AMERICA MOVIL SAB DE CV ADR (AMX) 5,458.000 SHARES 78,104 78,104
AMERIPRISE FINCL INC (AMP) 712.000 SHARES 379,090 379,090
AMETEK INC NEW (AME) 317.000 SHARES 57,142 57,142
AMNEAL PHARMACEUTICLS INC CL A (AMRX) 2,458.000 SHARES 19,467 19,467
AON PLC CL A (AON) 782.000 SHARES 280,863 280,863
APPLE INC (AAPL) 2,145.000 SHARES 537,151 537,151
APPLIED MATERIALS INC (AMAT) 165.000 SHARES 26,834 26,834
APPLOVIN CORP (APP) 35.706 11,563 11,563
ARCOSA INC (ACA) 337.000 SHARES 32,601 32,601
ARISTA NETWORKS INC (ANET) 556.000 SHARES 61,455 61,455
ARROW ELECTRONICS (ARW) 909.000 SHARES 102,826 102,826
ASSURANT INC (AIZ) 944.000 SHARES 201,280 201,280
ASTELLAS PHARMA INCADR (ALPMY) 10,396.000 SHARES 101,507 101,507
ATLASSIAN CORPORATION CL A (TEAM) 298.000 SHARES 72,527 72,527
ATMOS ENERGY CP (ATO) 427.000 SHARES 59,468 59,468
ATRICURE INC COM (ATRC) 599.000 SHARES 18,305 18,305
AVANOS MEDICAL INC (AVNS) 677.000 SHARES 10,778 10,778
AVERY DENNISON CORPORATION (AVY) 235.000 SHARES 43,976 43,976
AVNET INC (AVT) 593.000 SHARES 31,026 31,026
BABCOCK & WILCOX ENTERPRIS INC (BW) 4,067.000 SHARES 6,670 6,670
BANC OF CALIFORNIA INC COM (BANC) 1,545.000 SHARES 23,886 23,886
BARCLAYS PLC ADR (BCS) 6,547.000 SHARES 87,010 87,010
BATH & BODY WORKS INC (BBWI) 771.000 SHARES 29,892 29,892
BAYER AG SPON ADR (BAYRY) 22,240.000 SHARES 111,200 111,200
BERRY GLOBAL GROUP INC (BERY) 2,006.000 SHARES 129,728 129,728
BIC SA UNISPON ADR (BICEY) 2,221.000 SHARES 73,364 73,364
BLACKSTONE INC (BX) 583.000 SHARES 100,521 100,521
BLOOM ENERGY CORP COM CL A (BE) 970.000 SHARES 21,544 21,544
BNP PARIBAS SP ADR REPSTG (BNPQY) 3,850.000 SHARES 118,045 118,045
BOOKING HOLDINGS INC (BKNG) 18.365 SHARES 91,245 91,245
BOOZ ALLEN HAMILTON HLDG CL-A (BAH) 344.000 SHARES 44,273 44,273
BORG WARNER INC (BWA) 690.000 SHARES 21,935 21,935
BOX,INC. CL A (BOX) 423.000 SHARES 13,367 13,367
BREAD FINANCIAL HOLDINGS INC (BFH) 266.000 SHARES 16,242 16,242
BRIDGESTONE CP ADR (BRDCY) 5,276.000 SHARES 89,634 89,634
BROADCOM INC (AVGO) 1,342.000 SHARES 311,129 311,129
BROADRIDGE FIN SOLU.LLC (BR) 138.000 SHARES 31,200 31,200
BXP INC (BXP) 433.000 SHARES 32,198 32,198
CAE INC (CAE) 5,385.000 SHARES 136,671 136,671
CALERES INC (CAL) 454.000 SHARES 10,515 10,515
CANNAE HLDGS INC (CNNE) 450.000 SHARES 8,937 8,937
CAPITAL ONE FINANCIAL CORP (COF) 1,034.000 SHARES 184,383 184,383
CARREFOUR SA SPONSORED ADR (CRRFY) 38,721.000 SHARES 110,123 110,123
CBRE GROUP INC CL A (CBRE) 384.000 SHARES 50,415 50,415
CEMEX SAB DE CV (CX) 18,200.000 SHARES 102,648 102,648
CENTENE CORPORATION (CNC) 5,906.000 SHARES 357,785 357,785
CEVA INC (CEVA) 536.000 SHARES 16,911 16,911
CF INDUSTRIES HOLDINGS,INC (CF) 338.000 SHARES 28,838 28,838
CHARLES RIVER LABS INTL INC (CRL) 263.000 SHARES 48,550 48,550
CHARTER COMMUNICATIONS INC (CHTR) 201.000 SHARE 68,897 68,897
CHINA RES BEER HLDG CO LTD ADR (CRHKY) 15,127.000 SHARES 98,341 98,341
CIENA CORP NEW (CIEN) 921.000 SHARES 78,110 78,110
CLEAN HARBORS (CLH) 110.000 SHARES 25,315 25,315
CLEVELAND CLIFFS INC (CLF) 2,307.000 SHARES 21,686 21,686
CNX RESOURC CORP (CNX) 969.000 SHARES 35,533 35,533
COGNYTE SOFTWARE LTD (CGNT) 2,621.000 SHARES 22,672 22,672
COHERENT CORP (COHR) 197.000 SHARES 18,662 18,662
COMCAST CORP (NEW) CLASS A (CMCSA) 6,014.000 SHARES 225,705 225,705
COMPAGNIE FIN RICHEMONTAG ADR (CFRUY) 6,547.000 SHARES 99,626 99,626
CONCENTRIX CORP (CXNC) 1,124.000 SHARES 48,635 48,635
CONDUENT INC (CNDT) 6,548.000 SHARES 26,454 26,454
CONMED CORP (CNMD) 197.000 SHARES 13,483 13,483
CONOCOPHILLIPS (COP) 3,568.000 SHARES 353,839 353,839
CONSTELLATION BRANDS INC CL A (STZ) 192.000 SHARES 42,432 42,432
COPART INC (CPRT) 1,124.000 SHARES 64,506 64,506
CORPAY INC (CPAY) 1,080.000 SHARES 365,494 365,494
CRITEO S.A. ADR (CRTO) 1,848.000 SHARES 73,107 73,107
CROWDSTRIKE HLDGS INC CL A (CRWD) 121.000 SHARES 41,401 41,401
CSX CORP (CSX) 1,255.000 SHARES 40,499 40,499
CUMMINS INC (CMI) 150.000 SHARES 52,290 52,290
CYTOSORBENTS CORP COM NEW (CTSO) 5,037.000 SHARES 4,584 4,584
D R HORTON INC (DH) 229.000 SHARES 32,019 32,019
DANONE SPONSORED ADR (DANOY) 7,530.000 SHARES 101,550 101,550
DARDEN RESTAURANTS (DRI) 276.000 SHARES 51,526 51,526
DEUTSCHE POST AG ADR (DHLGY) 2,796.000 SHARES 98,380 98,380
DEVON ENERGY CORP NEW (DVN) 869.000 SHARES 28,442 28,442
DISCOVER FINCL SVCS (DFS) 309.000 SHARES 53,528 53,528
DOORDASH INC CL A (DASH) 485.000 SHARES 81,359 81,359
E.L.F. BEAUTY INC (ELF) 297.000 SHARES 37,288 37,288
EAGLE MATLS INC (EXP) 125.000 SHARES 30,845 30,845
EASTMAN CHEMICAL COMPANY (EMN) 268.000 SHARES 24,474 24,474
EBAY INC (EBAY) 5,911.000 SHARES 366,186 366,186
ELEVANCE HEALTH INC (ELV) 301.000 SHARES 111,039 111,039
ELI LILLY & CO (LLY) 238.000 SHARES 183,736 183,736
EMBRAER S A ADR (ERJ) 3,965.000 SHARES 145,436 145,436
ENEL CHILE SA SPD ADR (ENC) 21,538.000 SHARES 62,029 62,029
ENGIE SPONS ADR (ENGIY) 4,565.000 SHARES 72,374 72,374
ENI SPA AMER DEP RCPT (E) 2,661.000 SHARES 72,805 72,805
ENTEGRIS INC (ENTG) 472.000 SHARES 46,756 46,756
ENVIRI CORPORATION (NVRI) 3,007.000 SHARES 23,154 23,154
EOG RESOURCES INC (EOG) 434.000 SHARES 53,200 53,200
ERISTE GROUP BANK AG SPONS ADR (EBKDY) 4,093.000 SHARES 126,429 126,429
ESSEX PROPERTY TRUST INC (ESS) 114.000 SHARES 32,540 32,540
EXPEDIA GROUP INC (EXPE) 2,056.000 SHARES 383,094 383,094
F5 INC (FFIV) 981.000 SHARES 246,692 246,692
FACTSET RESEARCH SYSTEMS INC (FDS) 110.000 SHARES 52,831 52,831
FIDELITY NATL INFORMATION SE (FIS) 4,633.000 SHARES 374,207 374,207
FIRST PAC LTD SO ADR (FPAFY) 24,444.000 SHARES 70,961 70,961
FLEXTRONICS INTL LTD (FLEX) 8,575.000 SHARES 329,194 329,194
FLUTTER ENTERTAINMENT PLC (FLUT) 122.000 SHARES 31,531 31,531
GARMIN LTD (GRMN) 266.000 SHARES 54,865 54,865
GATX CORP (GATX) 256.000 SHARES 39,670 39,670
GE VERNOVA INC (GEV) 108.000 SHARES 35,524 35,524
GE VERNOVA INC (GEV) 389.000 SHARES 127,954 127,954
GEN DIGITAL INC (GEN) 11,120.000 SHARES 304,466 304,466
GLOBAL PAYMENT INC (GPN) 3,721.000 SHARES 416,975 416,975
GOLDMAN SACHS GRP INC (GS) 126.000 SHARES 72,150 72,150
GRIFOL S SA ADR (GRFS) 14,922.000 SHARES 111,020 111,020
GSK PLC ADR (GSK) 4,791.000 SHARES 162,032 162,032
HAEMONETICS CORP (HAE) 457.000 SHARES 35,683 35,683
HAIN CELESTIAL GROUP (HAIN) 1,911.000 SHARES 11,753 11,753
HARMONIC INC (HLIT) 411.000 SHARES 5,438 5,438
HCA HEALTHCARE INC (HCA) 910.000 SHARES 273,137 273,137
HEIDELBERG MATERIALS AG ADR (HDLMY) 3,681.000 SHARES 90,946 90,946
HEINEKEN HOLDING NV-SPN ADR (HKHHY) 5,029.000 SHARES 150,629 150,629
HELIOS TECHNOLOGIES INC (HLIO) 309.000 SHARES 13,794 13,794
HENKEL AG & CO KGAA (HENKY) 7,637.000 SHARES 147,089 147,089
HENRY SCHEINN INC (HSIC) 2,078.000 SHARES 143,798 143,798
HESS CORPORATION (HES) 197.000 SHARES 26,202 26,202
HILTON WORLDWIDE HLDGS INC (HLT) 161.000 SHARES 39,792 39,792
HILTON WORLDWIDE HLDGS INC (HLT) 493.000 SHARES 121,850 121,850
HOME DEPOT INC (HD) 139.000 SHARES 54,070 54,070
HONDA MOTOR COMPANY LTD ADR (HMC) 3,062.000 SHARES 87,420 87,420
HUBBELL INC (HUBB) 63.044 SHARES 26,408 26,408
HUBSPOT, INC (HUBS) 114.000 SHARES 79,431 79,431
HUMANA INC (HUM) 633.000 SHARES 160,598 160,598
HUMANA INC (HUM) 85.795 SHARES 21,767 21,767
HUNTINGTON BANCSHARES (HBAN) 2,369.000 SHARES 38,544 38,544
HUNTINGTON INGALLS INDUSTRIES (HII) 165.000 SHARES 31,180 31,180
INDIE SEMICONDUCTOR CLASS A (INDI) 3,622.000 SHARES 14,669 14,669
INFINEON TECHNOLOGIES AG (IFNNY) 3,004.000 SHARES 97,675 97,675
INGERSOLL RAND INC (IR) 497.000 SHARES 44,959 44,959
INNOVEX INTERNATIONAL INC (INVX) 382.000 SHARES 5,337 5,337
INNOVIZ TECHNOLOGIES LTD (INVZ) 7,483.000 SHARES 12,571 12,571
INTEGRA LIFESCIENCES CRP NEW (IART) 550.000 SHARES 12,474 12,474
INTERACTIVE BROKERS GROUP CL A (IBKR) 464.000 SHARES 81,975 81,975
INTERCONTINENTAL EXCHANGE INC (ICE) 384.000 SHARES 57,220 57,220
INTERNATIONAL GAME TECHNOLOGY (IGT) 2,967.000 SHARES 52,397 52,397
INTESA SANPAOLO S.P.A. ADR (ISNPY) 3,912.000 SHARES 93,892 93,892
INTRA-CELLULAR THERAPIES INC (ITCI) 332.000 SHARES 27,729 27,729
INTUIT INC (INTU) 146.000 SHARES 91,761 91,761
INTUITIVE SURGICAL INC (ISRG) 230.000 SHARES 120,051 120,051
IPG PHOTONICS CORP (IPGP) 240.000 SHARES 17,453 17,453
IQVIA HOLDINGS INC (IQV) 305.000 SHARES 59,936 59,936
ITRON INC (ITRI) 205.000 SHARES 22,259 22,259
ITT INC (ITT) 473.000 SHARES 67,582 67,582
J SAINSBURY PLC SPON ADR NEW (JSAIY) 7,094.000 SHARES 97,230 97,230
JB HUNT TRANS SERV (JBHT) 290.000 SHARES 49,491 49,491
JOHNSON CTLS INTL PLC (JCI) 4,691.000 SHARES 370,261 370,261
KBR INC (KBR) 1,009.000 SHARES 58,451 58,451
KERING S A SDR NEW (PPRUY) 3,808.000 SHARES 93,947 93,947
KIMBERLY CLARK SPON ADR (KCDMY) 9,651.000 SHARES 68,136 68,136
KINGFISHER PLC SPONS ADR NEW (KGFHY) 13,135.000 SHARES 81,818 81,818
KKR & CO INC CL A (KKR) 552.000 SHARES 81,646 81,646
KONINKLIJKE PHIL EL SP ADR NEW (PHG) 3,790.000 SHARES 95,963 95,963
KUBOTA CP ADR (KUBTY) 1,527.000 SHARES 89,340 89,340
KYNDRYL HOLDINGS INC (KD) 2,589.000 SHARES 89,579 89,579
LABCORP HOLDINGS INC (LH) 155.000 SHARES 35,545 35,545
LEAR CORP (LEA) 911.000 SHARES 86,272 86,272
LIBERTY BROADBAND CORP S-C (LBRDK) 1,482.000 SHARES 110,794 110,794
LIONS GATE ENTMNT CORP CL B (LGFB) 3,865.000 SHARES 29,181 29,181
LITHIA MTRS INC (LAD) 470.000 SHARES 167,992 167,992
LKQ CORPORATION (LKQ) 787.000 SHARES 28,922 28,922
LONDON STK EXCHANGE GROUP ADR (LNSTY) 3,686.000 SHARES 130,237 130,237
MACOM TECHNOLOGY SOLU HLDS (MTSI) 353.000 SHARES 45,858 45,858
MAKITA CORPORATION LTD ADR NEW (MKTAY) 2,473.000 SHARES 76,208 76,208
MASCO CORP (MAS) 408.000 SHARES 29,609 29,609
MASTERCARD INC CL A (MA) 390.000 SHARES 205,362 205,362
MCKESSON CORP (MCK) 70.769 SHARES 40,332 40,332
MERCURY SYSTEMS INC (MRCY) 672.000 SHARES 28,224 28,224
META PLATFORMS INC CL A (META) 596.000 SHARES 348,964 348,964
META PLATFORMS INC CL A (META) 719.000 SHARES 420,982 420,982
METTLER TOLEDO INTL (MTD) 20.656 SHARES 25,276 25,276
MICROSOFT CORP (MSFT) 1,383.000 SHARES 582,935 582,935
MICROSOFT CORP (MSFT) 625.000 SHARES 263,438 263,438
MITSUBISHI UFJ FINCL GRP ADS (MUFG) 5,935.000 SHARES 69,558 69,558
MOLINA HEALTHCARE INC (MOH) 75.348 SHARES 21,930 21,930
MONGODB INC CL A (MDB) 103.000 SHARES 23,979 23,979
MOODYS CORP (MCO) 165.000 SHARES 78,106 78,106
MURPHY OIL CORP (MUR) 1,022.000 SHARES 30,926 30,926
NATERA INC COM (NTRA) 471.000 SHARES 74,559 74,559
NETFLIX INC (NFLX) 134.000 SHARES 119,437 119,437
NEW JERSEY RES CP (NJIR) 578.000 SHARES 26,964 26,964
NEXTRACKER INC CLASS A (NXT) 485.000 SHARES 17,717 17,717
NISSAN MTR CO LTD SPND ADR (NSANY) 13,528.000 SHARES 82,629 82,629
NLIGHT, INC. (LASR) 736.000 SHARES 7,721 7,721
NORTHERN TRUST CORP (NTRS) 214.000 SHARES 21,935 21,935
NORTHWESTERN ENERGY GROUP INC (NEW) 638.000 SHARES 34,107 34,107
NOV INC (NOV) 1,742.000 SHARES 25,433 25,433
NOVARTIS AG ADR (NVS) 953.000 SHARES 92,736 92,736
NRG ENERGY INC (NRG) 3,761.000 SHARES 339,317 339,317
NVIDIA CORPORATION (NVDA) 4,996.000 SHARES 670,913 670,913
ON SEMICONDUCTOR CORP (ON) 1,429.000 SHARES 90,098 90,098
ONEOK INC (OKE) 392.000 SHARES 39,357 39,357
ONESPAN INC. (OSPN) 983.000 SHARES 18,225 18,225
OPEN TEXT CORP (OTEX) 2,520.000 SHARES 71,366 71,366
OPENLANE INC (KAR) 2,232.000 SHARES 44,283 44,283
ORA SURE TECH INC (OSUR) 2,573.000 SHARES 9,289 9,289
ORACLE CORP (ORCL) 531.000 SHARES 88,486 88,486
ORANGE ADR (ORANY) 10,335.000 SHARES 103,040 103,040
ORMAT TECHNOLOGIES INC (ORA) 756.000 SHARES 51,196 51,196
OSI SYSTEMS INC (OSIS) 175.000 SHARES 29,300 29,300
PALO ALTO NETWORKS INC (PANW) 536.000 SHARES 97,531 97,531
PATTERSON COMPANIES INC (PDCO) 846.000 SHARES 26,108 26,108
PATTERSON -UTI ENERGY INC (PTEN) 1,233.000 SHARES 10,185 10,185
PETROLEO BRASILEIRO SA ADR (PBR'A) 9,839.000 SHARES 116,494 116,494
PINNACLE FINCL PARTNERS INC (PNFP) 334.000 SHARES 38,206 38,206
POOL CORP (POOL) 99.002 SHARES 33,754 33,754
POPULAR INC COM NEW (BPOP) 337.000 SHARES 31,698 31,698
PORTLAND GENERAL ELEC CO (POR)617.000 SHARES 26,914 26,914
PRIMERICA INC (PRI) 639.000 SHARES 173,437 173,437
PROGRESSIVE CORP OHIO (PGR) 557.000 SHARES 133,463 133,463
PROSUS N V SPONSORED ADR (PROSY) 23,961.000 SHARES 190,298 190,298
PUBLICIS GORUP SA ADR (PUBGY) 3,717.000 SHARES 99,110 99,110
QUANTA SERVICES INC (PWR) 285.000 SHARES 90,074 90,074
QUIDELORTHO CORP (QDEL) 116.000 SHARES 5,168 5,168
RADWARE LTD (RDWR) 795.000 SHARES 17,911 17,911
RAMBUS INC (RMBS) 618.000 SHARES 32,667 32,667
RAYMOND JAMES FINCL INC (RJF) 317.000 SHARES 49,240 49,240
RECKITT BENCKISER PLC SPNS ADR (RBGLY) 9,711.000 SHARES 117,561 117,561
REGENERON PHARMACEUTICALS INC (REGN) 75.581 SHARES 53,839 53,839
REINSURANCE GROUP OF AMERICA (RGA) 232.000 SHARES 49,562 49,562
RENAISSANCE RE HOLDINGS LTD (RNR) 148.000 SHARES 36,824 36,824
RESIDEO TECHNOLOGIES INC (REZI) 2,104.000 SHARES 48,497 48,497
RIBBON COMMUNICATIONS INC (RBBN) 8,466.000 SHARES 35,219 35,219
ROBINHOOD MKTS INC CL A (HOOD) 358.000 SHARES 13,339 13,339
ROLLS ROYCE HOLDINGS PLC (RYCEY) 13,326.000 SHARES 94,894 94,894
ROSS STORES INC (ROST) 179.000 SHARES 27,077 27,077
ROYAL CARIBBEAN GROUP COM (RCL) 255.000 SHARES 58,826 58,826
SAFRAN SA (SAFRY) 2,161.000 SHARES 118,654 118,654
SAIA INC (SAIA) 60.880 SHARES 27,745 27,745
SANOFI ADR (SNY) 3,078.000 SHARES 148,452 148,452
SAP AG (SAP) 399.000 SHARES 98,238 98,238
SAP AG (SAP) 946.000 SHARES 232,915 232,915
SCHNEIDER NATIONAL INC CL B (SNDR) 29,631 29,631
SEALED AIR CP NEW (SEE) 496.000 SHARES 16,780 16,780
SEMTECH CORP (SMTC) 365.000 SHARES 22,575 22,575
SHELL PLC ADR (SHEL) 1,072.000 SHARES 67,161 67,161
SHELL PLC ADR (SHEL) 3,638.000 SAHRES 227,921 227,921
SHINHAN FINANCIAL GROUP CO LTD (SHG) 1,896.000 SHARES 62,340 62,340
SHOPIFY INC (SHOP) 303.000 SHARES 32,218 32,218
SMITH & NEPHEW PLC ADR (SNN) 4,310.000 SHARES 105,940 105,940
SNAP-ON INC (SNA) 103.000 SHARES 34,966 34,966
SNOWFLAKE INC CL A (SNOW) 196.000 SHARES 30,264 30,264
SONOCO PRODUCTS CO (SON) 393.000 SHARES 19,198 19,198
STANDARD BIOTOOLS INC (LAB) 4,155.000 SHARES 7,271 7,271
STARBUCKS CORP WASHINGTON (SBUX) 386.000 SHARES 35,223 35,223
STIFEL FINANCIAL CORPORATION (SF) 498.000 SHARES 52,828 52,828
STMICROELECTRONICS NW (STM) 3,811.000 SHARES 95,161 95,161
STRATASYS LTD SHS (SSYS) 2,730.000 SHARES 24,270 24,270
SUMITOMO MITSUI TR GRP INC ADR (SUTNY) 24,360.000 SHARES 114,443 114,443
SUNCOR ENERGY INC (SU) 10,062.000 SHARES 359,012 359,012
SWATCH GROUP AG ADR THE UNSPON (SWGAY) 15069.000 SHARES 137,173 137,173
SYNOPSYS INC (SNPS) 242.000 SHARES 117,457 117,457
SYSCO CORP (SYY) 390.000 SHARES 29,819 29,819
TAIWAN SMCNDCTR MFG CO LTD ADR (TSM) 1,080.000 SHARES 213,289 213,289
TAIWAN SMCNDCTR MFG CO LTD ADR (TSM) 545.000 SHARES 107,632 107,632
TAKE TWO INTERACTIVE SOFTWARE (TTWO) 330.000 SHARES 60,746 60,746
TAKEDA PHARMACEUITCL CO LTD ADR (TAK) 13,859.000 SHARES 183,493 183,493
TD SYNNEX CORPORATION (SNX) 1,466.000 SHARES 171,932 171,932
TECHNIPFMC LTD (FTI) 3,672.363 SHARES 106,278 106,278
TELEDYNE TECH INC (TDY) 53.352 SHARES 24,762 24,762
TELEFONICA BRASIL SA ADR (VIV) 6,214.000 SHARES 46,916 46,916
TEMPUR-PEDIC INT'L INC (TPX) 557.000 SHARES 31,576 31,576
TERADYNE INC (TER) 423.000 SHARES 53,264 53,264
TESCO PLC ADR (TSCDY) 6,4547.000 SHARES 90,597 90,597
TESLA INC (TSLA) 543.000 SHARES 219,285 219,285
TETRA TECHNOLOGIES INC DEL (TTI) 5,268.000 SHARES 18,859 18,859
TEXAS CAP BNCSHS INC (TCBI) 528.000 SHARES 41,290 41,290
THE CIGNA GROUP (CI) 1,018 SHARES 281,111 281,111
THE COOPER COMPANIES INC (COO) 514.000 SHARES 47,252 47,252
THE ODP CORP (ODP) 520.000 SHARES 11,825 11,825
THE SCOTTS MIRACLE-GRO COMPANY (SMG) 450.000 SHARES 29,853 29,853
THERMO FISHER SCIENTIFIC (TMO) 114.000 SHARES 59,306 59,306
TJX COS INC NEW (TJX) 1,036.000 SHARES 125,159 125,159
TOTALENERGIES SE SPONSORED ADS (TTE) 1,310.000 SHARES 71,395 71,395
TRADE DESK INC CLASS A (TTD) 712.000 SHARES 83,681 83,681
TRANE TECHNOLOGIES PLC (TT) 191.000 SHARES 70,546 70,546
TREEHOUSE FOODS INC (THS) 733.000 SHARES 25,750 25,750
TWIN DISC INC (TWIN) 387.000 SHARES 4,547 4,547
UBER TECHNOLOGIES INC (UBER) 6,297.000 SHARES 379,835 379,835
UBS GROUP AG SHS (UBS) 4,520.000 SHARES 137,046 137,046
UIPATH INC CL A (PATH) 1,394.000 SHARES 17,718 17,718
UNDER ARMOUR INC CLASS C (UA) 2,547.000 SHARES 19,001 19,001
UNISYS CORPORATION (UIS) 2,816.000 SHARES 17,825 17,825
UNITED PARKS & RESORTS INC (PRKS) 248.000 SHARES 13,935 13,935
UNITED RENTALS INC (URI) 483.000 SHARES 340,245 340,245
UNITEDHEALTH GP INC (UNH) 447.000 SHARES 226,119 226,119
VAREX IMAGING CORP (VREX) 856.000 SHARES 12,489 12,489
VARONIS SYSTEMS INC (VRNS) 195.000 SHARES 8,664 8,664
VEECO INSTRUMENTS INC DEL (VECO) 1,907.000 SHARES 51,108 51,108
VERINT SYSTEMS INC (VRNT) 635.000 SHARES 17,431 17,431
VERTIV HOLDINGS LLC CL A (VRT) 469.000 SHARES 53,283 53,283
VIASAT INC (VSAT) 2,991.000 SHARES 25,453 25,453
VIAVI SOLUTIONS INC COM (VIAV) 1,247.000 SHARES 12,595 12,595
VISA INC CL A (V) 463.000 SHARES 146,327 146,327
VISTRA CORP (VST) 282.000 SHARES 38,879 38,879
VORNADO REALTY TRUST (VNO) 1,134.000 SHARES 47,673 47,673
WAL-MART DE MEXICO SA SPON ADR (WMMVY) 3,600.000 SHARES 95,018 95,018
WEBSTER FINCL CORP (WBS) 547.000 SHARES 30,205 30,205
WEC ENERGY GROUP INC COM (WEC) 288.000 SHARES 27,084 27,084
WELLS FARGO & CO NEW (WFC) 1,889.000 SHARES 132,683 132,683
WESCO INTL INC (WCC) 894.000 SHARES 161,778 161,778
WEX INC COM (WEX) 751.000 SHARES 131,665 131,665
WHIRLPOOL CORP (WHR) 157.000 SHARES 17,973 17,973
WIX COM LTD (WIX) 184.000 SHARES 39,477 39,477
WOLFSPEED INC (WOLF) 1,579.000 SHARES 10,516 10,516
WOODWARD INC COM (WWD) 861.000 SHARES 143,288 143,288
WORKDAY INC CL A (WDAY) 1,071.000 SHARES 276,350 276,350
WPP PLC SPON NEW ADR (WPP) 2,653.000 SHARES 136,364 136,364
XPERI INC (XPER) 1,461.000 SHARES 15,004 15,004
ZIMVIE INC (ZIMV) 653.000 SHARES 9,109 9,109

TY 2024 InvestmentsGovtObligationsSch
Name:
1772 FOUNDATION INC
EIN:
22-2578377
US Government Securities - End of Year Book Value:

1,308,988
US Government Securities - End of Year Fair Market Value:

1,308,988
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 InvestmentsOtherSchedule2
Name:
1772 FOUNDATION INC
EIN:
22-2578377
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ALPINVEST VII FMV 1,122,551 1,122,551
CLEARLAKE CAP VIII OFFSHORE FUND FMV 26,183 26,183
COHESIVE CAPITAL PARTNERSCPV FMV 557,338 557,338
HARBOURVEST ACCESS CF V FMV 566,599 566,599
ISHARES COHEN&STEERS REIT ETF (ICF) 55,502.000 SHARES FMV 3,344,551 3,344,551
ISHARES GOLD TRUST (IAU) 11,597.000 SHARES FMV 574,167 574,167
ISHARES RUSSELL TOP 200 G ETF (IWY) 45,884.000 SHARES FMV 10,795,129 10,795,129
PREMIER LCP X FMV 236,969 236,969
SPDR BLOOMBERG 1-3 MONTH T-B FMV 8,816,961 8,816,961
SPDR BLOOMBERG 1-3 MONTH T-B FMV 319,365 319,365
THE LYME CONSERVATION OPPORTUNITIES FUND LP FMV 257,325 257,325
THE LYME FOREST FUND IV FMV 208,915 208,915
THE LYME FOREST FUND V FB LP FMV 590,742 590,742
TRILANTIC CP VI FMV 542,643 542,643
TRUEBRIDGE FMV 85,946 85,946
VANGUARD SHORT TERM BND (BSV) 21,969.000 SHARES FMV 1,697,545 1,697,545
VANGUARD SM CAP GROWTH ETF (VBK) 4,982.000 SHARES FMV 1,395,259 1,395,259

TY 2024 LegalFeesSchedule
Name:
1772 FOUNDATION INC
EIN:
22-2578377
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL EXPENSES 15,601 0   15,601


TY 2024 OtherAssetsSchedule
Name:
1772 FOUNDATION INC
EIN:
22-2578377
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PROGRAM RELATED INVESTMENTS 400,000 400,000 400,000
DUE FROM INVESTMENT 185,041 173,471 173,471
PREPAID FEDERAL EXCISE TAX 7,078    


TY 2024 OtherDecreasesSchedule
Name:
1772 FOUNDATION INC
EIN:
22-2578377
Description Amount
PROVISION FOR DEFERRED EXCISE TAX 51,534


TY 2024 OtherExpensesSchedule
Name:
1772 FOUNDATION INC
EIN:
22-2578377
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSE 16,526 826   15,700
DUES & SUBSCRIPTIONS 6,055 303   5,752
PAYROLL SERVICE FEES 2,882 144   2,738
TELEPHONE 1,462 73   1,389
INSURANCE 7,097 355   6,742
OTHER PARTNERSHIP EXPENSES 0 34,168   0
PROFESSIONAL DEVELOPMENT 395 20   375


TY 2024 OtherIncomeSchedule2
Name:
1772 FOUNDATION INC
EIN:
22-2578377
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER PARTNERSHIP INCOME 0 -142 0
INTEREST ON PRI 8,000 8,000 8,000
MA TAX REFUND 185,000   185,000


TY 2024 OtherIncreasesSchedule
Name:
1772 FOUNDATION INC
EIN:
22-2578377
Description Amount
UNREALIZED GAIN ON INVESTMENTS 3,703,755
PRIOR PERIOD ADJUSTMENT 1


TY 2024 OtherLiabilitiesSchedule
Name:
1772 FOUNDATION INC
EIN:
22-2578377
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED FEDERAL EXCISE TAX LIABILITY 119,133 170,667
FEDERAL EXCISE TAX PAYABLE 0 517


TY 2024 OtherProfessionalFeesSchedule
Name:
1772 FOUNDATION INC
EIN:
22-2578377
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 488,245 488,245   0
CONSULTING FEES 7,000 0   7,000
GRAPHIC DESIGN SERVICES 17,095 855   16,240
GRANTS MANAGEMENT FEES 0 0   105,000


TY 2024 TaxesSchedule
Name:
1772 FOUNDATION INC
EIN:
22-2578377
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 92,595 0   0
FOREIGN TAXES PAID 32,529 32,529   0