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
THE W DALE BROUGHER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)4333 HIGEL AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SARASOTA, FL34242
A Employer identification number

52-1499358
B Telephone number (see instructions)

(941) 504-8823
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$76,923,399J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,672,064 2,672,064  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,427,347
b Gross sales price for all assets on line 6a 76,112,869
7 Capital gain net income (from Part IV, line 2)... 3,427,347
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
103,954 103,954  
12 Total. Add lines 1 through 11........ 6,203,365 6,203,365  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 372,243     372,243
14 Other employee salaries and wages...... 22,605     22,605
15 Pension plans, employee benefits....... 73,003     73,003
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
13,155     13,155
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
16,500 8,250   8,250
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
313,133 309,493   3,640
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
153,349 53,380   19,969
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 2,384     2,384
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
98,500 65,903   32,541
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,064,872 437,026   547,790
25 Contributions, gifts, grants paid....... 3,807,375 3,807,375
26 Total expenses and disbursements. Add lines 24 and 25 4,872,247 437,026   4,355,165
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,331,118
b Net investment income (if negative, enter -0-) 5,766,339
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............. 39,417 982,980 982,980
2 Savings and temporary cash investments......... 2,938,438 7,263,961 7,263,961
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) 1,330,946 Click to see attachment
List of Attached Documents:
// Content
748,759 		764,502
b Investments—corporate stock (attach schedule)....... 25,179,522 Click to see attachment
List of Attached Documents:
// Content
23,378,228 		28,496,925
c Investments—corporate bonds (attach schedule)....... 14,947,971 Click to see attachment
List of Attached Documents:
// Content
14,740,037 		14,279,708
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).......... 21,849,210 Click to see attachment
List of Attached Documents:
// Content
20,502,657 		25,135,323
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) 66,285,504 67,616,622 76,923,399
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 66,285,504 67,616,622
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)..... 66,285,504 67,616,622
30 Total liabilities and net assets/fund balances (see instructions). 66,285,504 67,616,622
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
66,285,504
2
Enter amount from Part I, line 27a .....................
2
1,331,118
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
67,616,622
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
67,616,622
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 898-02294 - ST COV - SEE ATTACHED P    
b 898-02294 - LT COV - SEE ATTACHED P    
c 898-02295 - ST COV - SEE ATTACHED P    
d 898-02295 - ST NONCOV - SEE ATTACHED P    
e 898-02295 - LT COV - SEE ATTACHED P    
898-02295 - OTHER - LT - SEE ATTACH P    
898-02323 - ST COV - SEE ATTACHED P    
898-02323 - LT COV - SEE ATTACHED P    
898-02323 SUP ST NONCOV - SEE ATTACH P    
898-02375 - ST COV - SEE ATTACHED P    
898-02375 - LT COV - SEE ATTACHED P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,374   3,165 209
b 31,973   31,919 54
c 1,128,359   1,054,005 74,354
d 4,499   4,499  
e 8,238,506   7,395,564 842,942
2     2
61,694,612   59,973,517 1,721,095
2,825,030   2,252,157 572,873
380,479   353,059 27,420
646,465   645,064 1,401
978,932   972,573 6,359
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       209
b       54
c       74,354
d        
e       842,942
      2
      1,721,095
      572,873
      27,420
      1,401
      6,359
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 3,427,347
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 1,824,479
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 80,152
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 80,152
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 80,152
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 92,558
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 50,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 142,558
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  
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 62,406
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow62,406 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 arrowMD
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowROBERT E BOSSERT Telephone no.right arrow (941) 504-8823

Located atright arrow4333 HIGEL AVENUESARASOTAFL ZIP+4right arrow34242
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)
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
 
 
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
ROBERT E BOSSERT PRESIDENT
40.00 		267,216 0 0
4333 HIGEL AVENUE
SARASOTA,FL34242
NANCY M BROUGHER VICE-PRES.
3.00 		24,896 0 0
710 CASEY KEY ROAD
NOKOMIS,FL34275
SONYA NESS-EICHOLTZ DIRECTOR
40.00 		80,131 0 0
3 S PLEASANT AVENUE
JACOBUS,PA17407
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right 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 N/A  
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
75,387,116
b
Average of monthly cash balances.......................
1b
1,148,027
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
76,535,143
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
 
3
Subtract line 2 from line 1d.........................
3
76,535,143
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,148,027
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
75,387,116
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,769,356
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
3,769,356
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
80,152
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
80,152
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,689,204
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
3,689,204
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
3,689,204
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
4,355,165
b
Program-related investments—total from Part VIII-B..................
1b
 
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
4,355,165
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 3,689,204
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 2,552
b From 2020...... 94,558
c From 2021......  
d From 2022...... 212,988
e From 2023...... 53,016
f Total of lines 3a through e ........ 363,114
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 4,355,165
a Applied to 2023, but not more than line 2a  
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..... 3,689,204
e Remaining amount distributed out of corpus 665,961
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 1,029,075
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 .......... 		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) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		2,552
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		1,026,523
10 Analysis of line 9:
a Excess from 2020.... 94,558
b Excess from 2021....  
c Excess from 2022.... 212,988
d Excess from 2023.... 53,016
e Excess from 2024.... 665,961
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

ADOPT-A-FAMILY OF THE PALM BEACHES

1712 SECOND AVENUE NORTH
LAKE WORTH,FL33460 		NONE PC ORGANIZATION'S EXEMPT PURPOSE 25,000

ANIMAL RESCUE

2 HERITAGE FARM DRIVE
NEW FREEDOM,PA17349 		NONE PC ORGANIZATION'S EXEMPT PURPOSE 500

BETHESDA MISSION

PO BOX 3041
HARRISBURG,PA17105 		NONE PC ORGANIZATION'S EXEMPT PURPOSE 9,000

BRITTANY'S HOPE

1160 N MARKET STREET
ELIZABETHTOWN,PA17022 		NONE PC ORGANIZATION'S EXEMPT PURPOSE 18,000

CREATIVE YORK

10 N BEAVER STREET
YORK,PA17401 		NONE PC ORGANIZATION'S EXEMPT PURPOSE 25,000

CRISPUS ATTUCKS ASSOCIATION

605 SOUTH DUKE STREET
YORK,PA17401 		NONE PC ORGANIZATION'S EXEMPT PURPOSE 500,000

DARTMOUTH REVIEW

PO BOX 343
HANOVER,NH03755 		NONE PC ORGANIZATION'S EXEMPT PURPOSE 300

DISTINGUISHED YOUNG WOMEN

2536 EASTERN BLVD
YORK,PA17402 		NONE PC ORGANIZATION'S EXEMPT PURPOSE 25,000

FOR THE LOVE OF A VETERAN INC

1082 CARLISLE STREET
HANOVER,PA17331 		NONE PC ORGANIZATION'S EXEMPT PURPOSE 24,500

FRIENDS & NEIGHBORS OF PENNSYLVANIA

363 W MARKET STREET
YORK,PA17401 		NONE PC ORGANIZATION'S EXEMPT PURPOSE 50,000

FRIENDS OF MARTIN COUNTY LIBRARY

2351 SE MONTEREY ROAD
STUART,FL34996 		NONE PC ORGANIZATION'S EXEMPT PURPOSE 10,000

HOFFMAN HOMES FOR YOUTH

815 ORPHANAGE ROAD
LITTLESTOWN,PA17340 		NONE PC ORGANIZATION'S EXEMPT PURPOSE 21,000

HOPE

PO BOX 175
SHREWSBURY,PA17361 		NONE PC ORGANIZATION'S EXEMPT PURPOSE 18,000

HUMAN LIFE SERVICES

742 SOUTH GEORGE STREET
YORK,PA17401 		NONE PC ORGANIZATION'S EXEMPT PURPOSE 8,000

HUMANE SOCIETY OF SARASOTA COUNTY

2331 15TH STREET
SARASOTA,FL34237 		NONE PC ORGANIZATION'S EXEMPT PURPOSE 5,000

KPETS

2120 OREGON PIKE 2ND FL
LANCASTER,PA17601 		NONE PC ORGANIZATION'S EXEMPT PURPOSE 5,000

LOGOS ACADEMY

250 WEST KING STREET
YORK,PA17401 		NONE PC ORGANIZATION'S EXEMPT PURPOSE 250,000

MARGARET E MOUL HOME

2050 BARLEY ROAD
YORK,PA17408 		NONE PC ORGANIZATION'S EXEMPT PURPOSE 50,000

MARIE SELBY BOTANICAL GARDENS

1534 MOUND STREET
SARASOTA,FL34236 		NONE PC ORGANIZATION'S EXEMPT PURPOSE 27,000

MISS PA SCHOLARSHIP FOUNDATION INC

180 ROSALIA CIRCLE
YORK,PA17402 		NONE PC ORGANIZATION'S EXEMPT PURPOSE 5,000

MOTE MARINE LABORATORY & AQUARIUM

1600 KEN THOMPSON PARKWAY
SARASOTA,FL34236 		NONE PC ORGANIZATION'S EXEMPT PURPOSE 1,000,000

NEW CUMBERLAND FIRE DEPARTMENT

319 4TH STREET
NEW CUMBERLAND,PA17070 		NONE PC ORGANIZATION'S EXEMPT PURPOSE 11,000

NIGHT STALKER FOUNDATION

PO BOX 31523
CLARKSVILLE,TN37040 		NONE PC ORGANIZATION'S EXEMPT PURPOSE 300

PEGGY ADAMS ANIMAL RESCUE LEAGUE

3200 NORTH MILITARY TRAIL
WEST PALM BEACH,FL33409 		NONE PC ORGANIZATION'S EXEMPT PURPOSE 100,000

SARASOTA JUNGLE GARDENS

3701 BAY SHORE ROAD
SARASOTA,FL34234 		NONE PC ORGANIZATION'S EXEMPT PURPOSE 75

SARASOTA MEMORIAL HEALTHCARE
FOUNDATION INC
1515 S OSPREY AVENUE 4
SARASOTA,FL34239 		NONE PC ORGANIZATION'S EXEMPT PURPOSE 280,000

SERVANTS INC

100 REDCO AVENUE
RED LION,PA17356 		NONE PC ORGANIZATION'S EXEMPT PURPOSE 36,000

SIESTA KEY CHAPEL

4615 GLEASON AVENUE
SARASOTA,FL34242 		NONE PC ORGANIZATION'S EXEMPT PURPOSE 30,000

SPCA OF YORK COUNTY

3159 SUSQUEHANNA TRAIL
YORK,PA17406 		NONE PC ORGANIZATION'S EXEMPT PURPOSE 139,000

ST JOHN EPISCOPAL CHURCH

140 NORTH BEAVER STREET
YORK,PA17401 		NONE PC ORGANIZATION'S EXEMPT PURPOSE 176,000

STRAND CAPITOL PERFORMING ARTS

50 NORTH GEORGE STREET
YORK,PA17401 		NONE PC ORGANIZATION'S EXEMPT PURPOSE 134,000

SUSAN BYRNES HEALTH EDUCATION CTR

515 SOUTH GEORGE STREET
YORK,PA17401 		NONE PC ORGANIZATION'S EXEMPT PURPOSE 14,000

THE JOHNS HOPKINS INSTITUTIONS

100 NORTH CHARLES STREET
BALTIMORE,MD21201 		NONE PC ORGANIZATION'S EXEMPT PURPOSE 200

THE MANUFACTURER'S ASSOCIATION

320 BUSSER ROAD
EMIGSVILLE,PA17318 		NONE PC ORGANIZATION'S EXEMPT PURPOSE 13,000

VAN WEZEL FOUNDATION

777 NORTH TAMIAMI TRAIL
SARASOTA,FL34236 		NONE PC ORGANIZATION'S EXEMPT PURPOSE 50,000

UNITED WAY OF YORK COUNTY

800 EAST KING STREET
YORK,PA17403 		NONE PC ORGANIZATION'S EXEMPT PURPOSE 25,000

UPMC

200 LOTHROP STREET
PITTSBURGH,PA15213 		NONE PC ORGANIZATION'S EXEMPT PURPOSE 24,000

US ADAPTIVE GOLF ALLIANCE

PO BOX 850
WESTMONT,IL60559 		NONE PC ORGANIZATION'S EXEMPT PURPOSE 2,500

YMCA OF YORK COUNTY

4075 EAST MARKET STREET
YORK,PA17402 		NONE PC ORGANIZATION'S EXEMPT PURPOSE 615,000

YORK COUNTRY DAY SCHOOL

1071 REGENTS GLEN BLVD
YORK,PA17403 		NONE PC ORGANIZATION'S EXEMPT PURPOSE 10,000

YORK COUNTY FOOD BANK

254 WEST PRINCESS STREET
YORK,PA17401 		NONE PC ORGANIZATION'S EXEMPT PURPOSE 5,000

YORK COUNTY HERITAGE TRUST

250 EAST MARKET STREET
YORK,PA17403 		NONE PC ORGANIZATION'S EXEMPT PURPOSE 15,000

YORK COUNTY HONORS CHOIRS

PO BOX 827
YORK,PA17405 		NONE PC ORGANIZATION'S EXEMPT PURPOSE 5,000

YORK COUNTY QUICK RESPONSE TEAM

5700 BOARD ROAD
MT WOLF,PA17347 		NONE PC ORGANIZATION'S EXEMPT PURPOSE 14,000

YORK COUNTY VETERANS OUTREACH

521 S ROYAL STREET
YORK,PA17402 		NONE PC ORGANIZATION'S EXEMPT PURPOSE 15,000

YORK LITTLE THEATRE

27 S BELMONT STREET
YORK,PA17403 		NONE PC ORGANIZATION'S EXEMPT PURPOSE 6,000

YORK OPIOID COLLABORATIVE

651 LOMBARD ROAD MAILBOX
RED LION,PA17356 		NONE PC ORGANIZATION'S EXEMPT PURPOSE 5,000

YORK YOUTH SYMPHONY ORCHESTRA

50 NORTH GEORGE STREET
YORK,PA17401 		NONE PC ORGANIZATION'S EXEMPT PURPOSE 5,000

ZIONS VIEW ATHLETIC ASSOCIATION

PO BOX 514
MANCHESTER,PA17345 		NONE PC ORGANIZATION'S EXEMPT PURPOSE 1,000
Total .................................right arrow 3a 3,807,375
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 2,672,064  
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 3,427,347  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPARTNERSHIP INCOME 		    14 103,954  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   6,203,365  
13Total. Add line 12, columns (b), (d), and (e)..................
13
6,203,365
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE W DALE BROUGHER FOUNDATION
EIN:
52-1499358
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PREPARATION OF FORM 990-PF 16,500 8,250   8,250

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE W DALE BROUGHER FOUNDATION
EIN:
52-1499358
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES    
AFLAC INC 199,752 197,003
AIR PRODUCTS & CHEMICALS 277,880 269,745
ALPHABET INC    
AMAZON.COM INC 275,561 283,843
AMERICAN EXPRESS CO 426,467 430,149
AMERICAN HONDA FINANCE 286,615 282,640
AMERIPRISE FINANCIAL INC 195,254 203,319
AVALONBAY COMMUNITIES 293,759 262,054
BALTIMORE GAS & ELECTRIC 257,804 265,320
BANK OF NY MELLON CORP 290,744 264,754
BARCLAYS PLC 406,838 395,158
BHP BILLITON FIN USA LTD 270,530 274,084
BLACKROCK INC 284,317 260,237
BP CAP MARKETS AMERICA 253,751 259,053
CATERPILLAR FINL SERVICE    
CAMDEN PROPERTY TRUST 306,078 308,679
CHARLES SCHWAB CORP 205,161 208,608
CHEVRON USA INC 259,909 271,788
CHUBB INA HOLDINGS INC 308,226 307,128
CISCO SYSTEMS INC 289,884 284,968
CITIGROUP INC 124,696 120,569
COCA-COLA CO    
COMCAST CORP 274,372 252,585
CON EDISON CO OF NY INC 281,147 257,771
DIAGEO CAPITAL PLC 400,713 395,230
DUKE ENERGY OHIO INC 293,201 264,650
ERP OPERATING LP 195,469 199,482
EQUINOR ASA 260,713 259,865
GENERAL DYNAMICS CORP 255,650 257,211
HOME DEPOT INC 276,653 253,284
HONEYWELL INTERNATIONAL 240,752 236,875
INTEL CORP    
JOHN DEERE CAPITAL CORP 285,255 260,780
JPMORGAN CHASE & CO 157,944 150,918
KLA CORP 256,557 247,553
LOCKHEED MARTIN CORP 266,779 257,556
MARSH & MCLENNAN COS INC 293,321 266,636
MERCK & CO INC    
NEWMONT CORP 307,103 315,131
NIKE INC 274,409 261,247
NOVARTIS CAPITAL CORP    
PACCAR FINANCIAL CORP 252,776 253,520
PEPSICO INC 283,969 260,334
PFIZER INC 277,419 256,427
PHILIP MORRIS INTL INC 286,445 262,710
PRINCIPAL FINANCIAL GRP 273,699 275,308
PROGRESSIVE CORP 259,187 253,855
QUALCOMM INC 275,380 257,428
REALTY INCOME CORP 289,283 260,041
RIO TINTO FIN USA PLC 354,999 350,716
SHELL INTERNATIONAL FIN 274,151 265,098
SIMON PROPERTY GROUP INC 296,848 269,631
THERMO FISHER SCIENTIFIC 285,350 282,894
TJX COS INC 279,371 265,893
TORONTO-DOMINION BANK 264,517 260,267
TOYOTA MOTOR CREDIT CORP 275,929 270,394
UNITED PARCEL SERVICE 250,267 261,080
UNITEDHEALTH GROUP INC 309,026 310,539
USD TOTAL CAP INTL    
VIRGINIA ELEC & POWER CO 293,105 257,540
WELLS FARGO & COMPANY 125,052 120,160

TY 2024 InvestmentsCorpStockSchedule
Name:
THE W DALE BROUGHER FOUNDATION
EIN:
52-1499358
Name of Stock End of Year Book Value End of Year Fair Market Value
AERCAP HOLDINGS NV SHS 98,437 223,651
AIB GROUP PLC REG SHS 80,321 79,178
ALLISON TRANSMISSION HLD INC 85,875 235,463
ALTRIA GROUP INC 69,151 75,350
AMAZON COM INC 1,020,272 1,831,687
AMERICAN TOWER REIT INC    
AMPHENOL CORP CL A NEW 89,590 188,348
APA CORP REG SHS    
APPLE INC 683,452 974,134
APTARGROUP INC 97,363 149,402
ARMSTRONG WORLD INDS INC NEW 132,081 241,110
ASE TECHNOLOGY 120,998 122,240
ASML HLDG NV NY REG SHS 409,772 401,293
AT&T INC 116,102 130,586
AUTONATION INC    
BAE SYSTEMS PLC 94,631 128,289
BALL CORP COM 161,967 145,709
BCE INC 209,245 107,949
BELLRING BRANDS INC (NEW) REG SHS 30,285 92,066
BHP GROUP LTD 30,665 25,467
BLACKSTONE SECD LENDING 763,119 807,136
BLUE OWL CAP INC    
BNP PARIBAS 85,275 80,455
BOEING COMPANY    
BOSTON PPTYS INC REIT    
BRITISH AMN TOBACO SPADR 981,084 1,155,158
BROADCOM INC 40,971 180,372
BROWN FORMAN CORP CL B 90,163 51,425
BRUKER CORP 209,881 151,122
CAPLAND ASCENDAS REIT 56,512 51,093
CARMAX INC    
CBRE GROUP INC 122,881 188,007
CHEVRON CORP 107,308 134,846
CHUBB LTD 81,893 169,096
CHURCHILL DOWNS INC 152,571 199,108
CIBANCO SA INSTITUCION    
CIE GENERALE DES ETABLIS 75,928 75,868
CINN FINCL CRP OHIO 105,756 135,653
CISCO SYSTEMS INC 165,562 195,597
CITIGROUP INC COM NEW 1,262,452 1,223,026
COCA COLA FEMSA SAB DE C 131,305 134,598
COCA COLA EUROPACIFIC 115,550 142,329
COMCAST CORP NEW CL A 152,557 142,276
CONOCOPHILLIPS 59,388 91,435
COPART INC COM 85,760 185,944
COUSINS PROPERTIES INC    
CROWN CASTLE INC 249,471 216,281
DEUTSCHE GROUP AG 58,190 46,327
DEUTSCHE TELEKOM AG-REG 74,791 108,792
DIAGEO PLC SPON ADR NEW 160,797 141,242
DNB BANK ASA REG SHS 102,532 107,331
DOLLAR TREE INC 232,596 127,173
DOW INC REG 462,282 442,393
DUKE ENERGY CORP NEW 125,182 151,159
ENEL SPA 123,723 131,087
ENTEGRIS INC MINNESOTA 207,060 211,196
EQT CORP    
EXXON MOBILE CORP 61,359 124,566
FEDERAL REALTY INVT    
FIDELITY NATL INFO SVCS 143,515 207,498
GENL DYNAMICS CORP COM 108,006 132,799
GENUINE PARTS CO 100,676 111,856
GLENCORE PLC 3,234 2,434
GROUP 1 AUTOMOTIVE    
HAIER SMART HOME CO., LT 78,353 69,733
HASBRO INC COM    
HEALTHPEAK PPTYS INC 467,524 468,501
HONEYWELL INTL INC DEL    
HOST HOTELS & RESORTS 329,382 333,353
HSBC HLDG PLC SP ADR 822,343 992,118
HUMANA INC    
IBERDROLA SA, BILBAO 137,972 143,175
INTEL CORP    
JOHNSON AND JOHNSON COM 165,568 165,879
JOHNSON CONTROLS INTER 97,014 169,542
JP MORGAN CHASE & CO 87,718 203,993
JULIUS BAER GRUPPE AG NA 68,294 76,799
KENVUE INC 143,373 148,361
KEYSIGHT TECHNOLOGIES 154,960 157,418
KOMATSU LTD JAP 6301 FN 113,809 112,181
LAMB WESTON HOLDINGS INC REG SHS 112,038 115,816
LENNOX INTL INC 72,858 204,116
LOWE'S COMPANIES INC 72,117 116,243
M & T BANK CORPORATION 156,313 187,634
MEDTRONIC PLC SHS 196,032 149,695
MERCEDES BENZ GROUP AG 145,177 103,751
MERCK AND CO INC SHS 80,288 104,454
MICROSOFT CORP 275,281 369,235
MOELIS AND COMPANY SHS A 94,642 194,378
MORGAN STANLEY 75,709 181,414
MS&AD INSURANCE GROUP HD 77,244 100,508
MUNICH RE-INS REGD 113,192 138,964
NESTLE SA CHAM UND VEVE 182,050 127,519
NEWMARKET CORP 72,842 127,861
NEXTERA ENERGY INC SHS 129,326 156,643
NIPPON TEL & TEL 9432 165,553 139,060
NN GROUP N.V. SHS 67,162 72,490
NOVARTIS ADR 260,322 291,249
NVIDIA 782,611 1,755,707
OLD DOMINION FGHT LINES 71,680 102,312
OTIS WORLDWIDE CORP REG SH 139,065 180,682
PERNOD RICHARD 26,474 26,524
PERRIGO CO PLC    
PETRLEO BRAS VTG SPD ADR 136,381 106,262
PFIZER INC 148,575 119,332
PHILIP MORRIS INTL INC 123,647 173,545
PNC FINCL SERVICES GROUP 110,405 165,465
POOL CORPORATION 145,398 150,695
POST HOLDINGS INC SHS 125,681 185,196
POWER CORP CDA LTD 89,232 103,043
PROLOGIS PROPERTY MEXICO 36,103 37,927
QUALCOMM INC 70,190 63,752
RANGE RESOURCES CORP DEL    
RIO TINTO LTD 96,823 82,543
RIO TINTO PLC SPNSRD ADR 1,427,672 1,354,394
ROCHE HOLDINGS GENUSH FN 85,002 74,115
RTX CORP 92,764 132,615
SAINT GOBAIN FN 46,029 69,485
SANOFI 56,652 55,814
SHELL PLC 89,134 94,083
SIEMENS AG ADR 86,504 134,965
SIEMENS AG GERM 136,487 171,262
SKYWORKS SOLUTIONS INC 150,188 137,897
SMURFIT KAPPA PLC, DUBLI    
SMURFIT WESTROCK LTD REG 150,535 179,892
SOFTBANK CORP 139,207 155,594
SONIC HEALTHCARE LTD 34,436 25,419
STERIS PLC REG SHS 158,759 162,392
SVENSKA HANDELSBANKEN AB 84,856 82,429
TARGET CORP COM 117,996 102,466
TAYLOR WIMPEY PLC 25P FN 106,998 77,418
TEMPUR SEALY INTL INC 155,869 176,249
TESCO PLC REG SHS 120,610 136,318
TESLA INC 760,947 1,115,002
TOKIO MARINE HOLDINGS IN 92,197 151,434
TOKYO ELECTRON 8035 FN    
TOTALENERGIES SE 75,300 60,604
TOYOTA MOTOR CORP 75,330 93,719
TRAVELERS COS INC 53,651 99,728
TRUIST FINL CORP 117,244 127,797
UNIFIRST CORP 109,601 112,406
UNILEVER PLC NEW ADR 115,800 123,152
UNITED PARCEL SVC CL B 127,480 101,258
UNTD OVERSEAS BK SPN ADR 151,243 181,836
UPM-KYMMENE OY CORP FN 96,280 77,611
VEOLIA ENVIRONMENT 59,688 54,882
VICI PPTYS INC 116,510 111,787
VOLVO AB-B SHS 72,851 79,364
VULCAN MATERIALS CO 103,161 174,145
WATERS CORP 115,363 152,473
WOODSIDE ENERGY GROUP LT    
XINYI GLASS HOLDINGS LTD    
ZURICH INSURANCE GROUP 151,717 180,990
3I GROUP 37,909 92,262

TY 2024 InvestmentsGovtObligationsSch
Name:
THE W DALE BROUGHER FOUNDATION
EIN:
52-1499358
US Government Securities - End of Year Book Value:

748,759
US Government Securities - End of Year Fair Market Value:

764,502
State & Local Government Securities - End of Year Book Value:


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


 


TY 2024 InvestmentsOtherSchedule2
Name:
THE W DALE BROUGHER FOUNDATION
EIN:
52-1499358
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BLACKROCK CAP ALLOCATION TR AT COST    
BLACKROCK LIQUIDITY FUNDS AT COST 8,405 8,404
BLACKROCK SCIENCE AND TECH TR II AT COST    
BLACKSTONE ALT SOLUTION 2016 FD AT COST 1,575,000 1,050,775
BLACKSTONE ALTERNATIVES SOLUTION V AT COST 1,550,000 1,659,642
CTS FEDERAL REALTY AT COST    
EATON VANCE EMERG MARKET AT COST    
FEDERATED HERMES GOVT OBL FD AT COST 88,522 88,521
FEDERATED HERMES INSTL PRM VAL OBL AT COST 35,675 35,667
FIRST EAGLE GLOBAL FUND AT COST 4,661,685 5,228,657
FLEXSHARES TR SHS HIGH AT COST 403,309 401,349
GLOBAL X FDS U S PFD ETF AT COST 236,877 237,242
GOLDMAN SACHS GROUP INC AT COST 366,584 365,915
GSO RESCUE FINANCE II AT COST 148,500 18,031
INVESCO CEF INCOME COMPOSITE ETF AT COST    
INVESCO S AND P SMALLCAP AT COST    
ISHARES 0-5 YEAR HIGH CORP BOND AT COST 975,131 1,003,466
ISHARES 1-3 YEAR TREAS BOND ETF AT COST 561 549
ISHARES INTEREST RATE HEDGED CORP AT COST 963,852 956,799
ISHARES TR IBONDS 2026 AT COST 249,126 251,965
JANUS HENDERSON AAA AT COST 524,308 523,885
JPMORGAN CHASE & CO AT COST    
KAYNE ANDERSON ENERGY AT COST 609,555 741,107
KIMCO REALTY CORP AT COST 272,905 267,800
LORD ABBETT SHORT DURATION HI YLD AT COST 428,304 429,013
MANTICORE FUND (CAYMAN) LTD AT COST 1,000,000 2,122,268
MORGAN STANLEY AT COST    
NISOURCE INC AT COST    
PIMCO CORPORATE & INCOME OPPORTUNITY AT COST 595,747 608,570
PIMCO INCOME FUND CL 12 AT COST 1,623,227 1,639,726
SPDR BLACKSTONE SENIOR AT COST 276,696 275,376
THE CHILDREN'S INVESTMENT FUND AT COST 1,000,000 3,386,800
U.S. BANCORP AT COST    
VANECK PREFERRED SECS AT COST 927,395 930,551
VANGUARD EMERGING MARKET AT COST    
VANGUARD SMALL CAP AT COST    
WISDOMTREE INTERNATIONAL HIGH DIV FD AT COST 276,666 266,576
BLACKSTONE ALTERNATIVES 2014 TRUST AT COST 530,310 313,126
RENAISSANCE RIEF ACCESS LLC AT COST 1,162,100 2,323,543
INCOME IN TRANSIT AT COST 12,217  

TY 2024 LegalFeesSchedule
Name:
THE W DALE BROUGHER FOUNDATION
EIN:
52-1499358
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 13,155     13,155


TY 2024 OtherExpensesSchedule
Name:
THE W DALE BROUGHER FOUNDATION
EIN:
52-1499358
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
PARTNERSHIP DEDUCTIONS 56,286 56,286    
PARTNERSHIP NONDEDUCTIBLE EXP 56      
MEETING & EVENT EXPENSES 6,051     6,051
TELEPHONE & INTERNET 12,463     12,463
OFFICE & IT SUPPLIES 9,611     9,611
OTHER EXPENSES 9,617 9,617    
GENERAL INSURANCE 4,416     4,416


TY 2024 OtherIncomeSchedule2
Name:
THE W DALE BROUGHER FOUNDATION
EIN:
52-1499358
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP INCOME 103,954 103,954  


TY 2024 OtherProfessionalFeesSchedule
Name:
THE W DALE BROUGHER FOUNDATION
EIN:
52-1499358
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ASSET MGMT & CUSTODY FEES 309,493 309,493    
PAYROLL PROCESSING FEES 3,640     3,640


TY 2024 TaxesSchedule
Name:
THE W DALE BROUGHER FOUNDATION
EIN:
52-1499358
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX WITHHELD 53,380 53,380    
PAYROLL TAXES 19,969     19,969
990-PF EXCISE TAX PAID 80,000