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
DOROTHY FIELDER BROWN IRREVOCABLE TR
 
Number and street (or P.O. box number if mail is not delivered to street address)2711 CENTERVILLE ROAD STE 200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WILMINGTON, DE19808
A Employer identification number

22-6765061
B Telephone number (see instructions)

(302) 246-5400
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$8,802,891J 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... 318,731 318,731  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,069,238
b Gross sales price for all assets on line 6a 10,771,543
7 Capital gain net income (from Part IV, line 2)... 2,069,238
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,111 351  
12 Total. Add lines 1 through 11........ 2,391,080 2,388,320  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 88,088 66,066   22,022
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,645 0 0 1,645
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,000 0 0 3,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
30,912 30,912   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
31,072 3,843   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
276 276    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 154,993 101,097 0 26,667
25 Contributions, gifts, grants paid....... 369,257 369,257
26 Total expenses and disbursements. Add lines 24 and 25 524,250 101,097 0 395,924
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,866,830
b Net investment income (if negative, enter -0-) 2,287,223
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 3,204 0  
2 Savings and temporary cash investments......... 225,029 8,802,891 8,802,891
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
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 arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
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).......... 6,745,080   0
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) 6,973,313 8,802,891 8,802,891
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........ 6,973,313 8,802,891
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)..... 6,973,313 8,802,891
30 Total liabilities and net assets/fund balances (see instructions). 6,973,313 8,802,891
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
6,973,313
2
Enter amount from Part I, line 27a .....................
2
1,866,830
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
159
4
Add lines 1, 2, and 3 ..........................
4
8,840,302
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
37,411
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,802,891
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 484. CAPITAL GROUP GROWTH ETF   2023-12-07 2024-02-26
b 3273. ISHARES ISHARES BROAD USD INV GR CORP BD   2023-12-07 2024-02-26
c 7340. ISHARES U.S. TREASURY BOND (MKT)   2023-12-07 2024-02-26
d 4909. ISHARES TREASURY FLOATING RATE BOND ETF   2023-08-15 2024-02-26
e 8695. SPDR SERIES LONG TERM TREASURY   2023-12-07 2024-02-26
487. WISDOMTREE EMERGING MARKETS HIGH DIV ETF   2023-06-21 2024-02-26
119. APA CORPORATION COM   2023-03-27 2024-03-14
1549. BROADSTONE NET LEASE INC COM   2023-11-27 2024-03-14
171. NCR VOYIX   2022-09-16 2024-03-14
11. NESTLE SA ADR   2023-01-05 2024-03-14
266. OLYMPUS CORP-SPON UNSPONSORED ADR   2023-04-05 2024-03-14
985. OLYMPUS CORP-SPON UNSPONSORED ADR   2022-06-30 2024-03-14
134. SEMPRA ENERGY   2023-02-28 2024-03-14
275. TFS FINANCIAL CORP   2023-12-12 2024-03-14
. LONG-TERM SALES PROCEEDS     2024-03-27
733. DIMENSIONAL INTL CORE EQUITY 2 ETF   2023-06-20 2024-04-01
820. ISHARES TR MULTIFACTOR INTL   2023-12-07 2024-04-01
.75 SOLVENTUM   2023-06-13 2024-04-03
.667 EXXON MOBIL CORP   2023-06-29 2024-05-03
2995. DIMENSIONAL INTL CORE EQUITY 2 ETF   2023-06-20 2024-06-24
3331. ISHARES TREASURY FLOATING RATE BOND ETF   2023-12-07 2024-06-24
3151. HARTFORD DISCIPLINED US HARTFORD MULTIFACTOR DEVELOPED MKTS ETF   2023-06-21 2024-06-24
1784. SPDR DOUBLELINE TOTAL RETURN TACT ETF   2023-06-21 2024-06-24
983. AIRBUS SE ADR   2023-03-07 2024-07-15
274. AMADEUS IT GROUP, S.A.   2023-03-07 2024-07-15
208. APA CORPORATION COM   2023-05-05 2024-07-15
891. ARBOR REALTY TRUST INC   2023-06-29 2024-07-15
685. BRAMBLES LIMITED BRAMBLES LTD SPONSORED   2023-02-28 2024-07-15
115. DIAGEO PLC SPONSORED ADR NEW   2004-09-16 2024-07-15
1148. INDUSTRIA DE DISENO TEXTIL, S.A. ADR   2023-03-30 2024-07-15
48. INTESA SANPAOLO SPA ADR   2023-01-05 2024-07-15
27. LEGGETT & PLATT INC   2024-03-14 2024-07-15
1257. LONDON STK EXCHANGE GROUP ADR   2023-03-17 2024-07-15
662. NESTLE SA ADR   2021-03-01 2024-07-15
412. NOVO NORDISK A S ADR   2004-09-17 2024-07-15
140. REPLIGEN CORP   2023-09-14 2024-07-15
555. SAFRAN S A SPON ADR   2023-05-08 2024-07-15
452. SAP AG ADR   2023-04-26 2024-07-15
48. SHOPIFY INC CL A   2023-02-02 2024-07-15
75. SNOWFLAKE INC CL A   2022-10-11 2024-07-15
20.25 SOLVENTUM   2023-12-12 2024-07-15
88.75 SOLVENTUM   2023-06-13 2024-07-15
404. SONY GROUP CORP SPON ADR   2023-03-07 2024-07-15
627. STRAUMANN HLDG AG ADR   2023-03-17 2024-07-15
1206. SUNCOR ENERGY INC   2023-01-05 2024-07-15
181. TOKYO ELECTRON LTD ADR   2023-05-09 2024-07-15
33. UNITED PARCEL SERVICE CL B   2023-12-12 2024-07-15
354. DIMENSIONAL INTL CORE EQUITY 2 ETF   2023-06-20 2024-07-30
108. FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND (   2023-12-07 2024-07-30
234. FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND (   2023-06-20 2024-07-30
212. ISHARES TR MULTIFACTOR INTL   2024-06-24 2024-07-30
27. ISHARES CORE TOTAL USD BOND MARKET   2023-06-21 2024-07-30
421. SPDR DOUBLELINE TOTAL RETURN TACT ETF   2023-06-21 2024-07-30
124. SPDR RUSSELL 1000 YIELD ETF   2023-08-15 2024-07-30
73. VANGUARD SMALL CAP VALUE ETF (MKT)   2023-12-07 2024-07-30
6462. BLACKROCK FLEXIBLE INCOME ETF   2024-02-26 2024-08-23
7813. CAPITAL GROUP GROWTH ETF   2024-06-24 2024-08-23
2022. DIMENSIONAL INTL CORE EQUITY 2 ETF   2023-12-07 2024-08-23
10583. DIMENSIONAL INTL CORE EQUITY 2 ETF   2023-08-15 2024-08-23
5611. FIDELITY TOTAL BOND ETF   2024-02-26 2024-08-23
2258. FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND (   2023-06-21 2024-08-23
641. ISHARES TR MULTIFACTOR INTL   2023-12-07 2024-08-23
13599. ISHARES TR MULTIFACTOR INTL   2023-08-15 2024-08-23
1953. ISHARES CORE TOTAL USD BOND MARKET   2024-02-26 2024-08-23
12832. ISHARES CORE TOTAL USD BOND MARKET   2023-07-07 2024-08-23
5472. ISHARES EDGE HIGH YIELD DEFENSIVE BD ETF   2024-02-26 2024-08-23
3362. JANUS HENDERSON JANUS HENDERSON AAA CLO   2024-06-24 2024-08-23
911. JANUS HENDERSON JANUS HEDERSON MIG BACKE   2023-12-07 2024-08-23
6492. JANUS HENDERSON JANUS HEDERSON MIG BACKE   2023-07-07 2024-08-23
1031. HARTFORD DISCIPLINED US HARTFORD MULTIFACTOR DEVELOPED MKTS ETF   2023-12-07 2024-08-23
5013. HARTFORD DISCIPLINED US HARTFORD MULTIFACTOR DEVELOPED MKTS ETF   2023-08-15 2024-08-23
2874. SPDR DOUBLELINE TOTAL RETURN TACT ETF   2023-12-07 2024-08-23
15933. SPDR DOUBLELINE TOTAL RETURN TACT ETF   2023-08-15 2024-08-23
231. SPDR RUSSELL 1000 YIELD ETF   2023-12-07 2024-08-23
1313. SPDR RUSSELL 1000 YIELD ETF   2023-08-15 2024-08-23
384. SCHWAB SCHWAB US TIPS ETFT (MKT)   2023-12-07 2024-08-23
2811. SCHWAB SCHWAB US TIPS ETFT (MKT)   2023-08-15 2024-08-23
857. VANGUARD SMALL CAP VALUE ETF (MKT)   2023-08-15 2024-08-23
4483. WISDOMTREE EMERGING MARKETS HIGH DIV ETF   2024-06-24 2024-08-23
7104. WISDOMTREE EMERGING MARKETS HIGH DIV ETF   2023-07-07 2024-08-23
76. AIRBNB INC COM CL A   2022-11-02 2024-08-26
265. AMAZON.COM INC   2023-11-27 2024-08-26
943. ANTERO MIDSTREAM CORP COM   2024-07-15 2024-08-26
47. APPLE COMPUTER INC   2024-07-15 2024-08-26
365. ARBOR REALTY TRUST INC   2024-03-14 2024-08-26
3126. ARBOR REALTY TRUST INC   2023-06-13 2024-08-26
814. ARTISAN PARTNERS ASSET MGMT IN CL A COM   2024-07-15 2024-08-26
241. AUTODESK INC   2023-03-07 2024-08-26
118. AVALONBAY COMMUNITIES INC (REIT)   2022-12-16 2024-08-26
51. AVANGRID INC COM   2024-07-15 2024-08-26
199. BWX TECHNOLOGIES INC COM   2022-11-01 2024-08-26
201. BAKER HUGHES A GE CO CL A   2022-12-12 2024-08-26
37. BECTON DICKINSON & CO   2020-03-26 2024-08-26
59. BEST BUY INC COM   2024-07-15 2024-08-26
136. BIOGEN INC   2005-03-22 2024-08-26
15. BROADRIDGE FINANCIAL SOLUTIONS INC   2023-09-14 2024-08-26
610. BROADCOM INC COM   2013-09-16 2024-08-26
122. COTERRA ENERGY INC COM   2023-06-29 2024-08-26
1301. CAL-MAINE FOODS INC   2023-06-29 2024-08-26
208. CAPITAL ONE FINANCIAL CORP COM   2023-05-04 2024-08-26
405. CARTER'S INC   2024-07-15 2024-08-26
40. CISCO SYS INC   2024-07-15 2024-08-26
18. CISCO SYS INC   2022-09-26 2024-08-26
79. CLEAN HARBORS INC   2023-04-21 2024-08-26
16. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2023-06-29 2024-08-26
2356. COMCAST CORP   2023-03-24 2024-08-26
993. CONAGRA INC   2024-07-15 2024-08-26
248. CONSTELLATION ENERGY CORP COM   2022-09-30 2024-08-26
77. CROWDSTRIKE HLDGS INC CL A   2022-11-15 2024-08-26
40. CROWN CASTLE INC CROWN CASTLE INC   2023-09-14 2024-08-26
81. CUBESMART   2023-09-14 2024-08-26
115. DOMINION RESOURCES INC COM   2024-07-15 2024-08-26
38. DOW INC COM   2024-07-15 2024-08-26
140. EDISON INTERNATIONAL   2022-12-15 2024-08-26
284. ERIE INDEMNITY COMPANY-CL A COM   2023-06-29 2024-08-26
39. EVERGY INC   2024-07-15 2024-08-26
554. EXELON CORP COM   2017-02-13 2024-08-26
701. EXXON MOBIL CORP   2023-06-29 2024-08-26
211. META PLATFORMS INC CL A   2022-09-30 2024-08-26
298. FISERV INC   2023-05-02 2024-08-26
968. FREEPORT-MCMORAN COPPER & GOLD, INC CL B   2023-05-04 2024-08-26
540. GENTEX CORP   2024-07-15 2024-08-26
1529. GENTEX CORP   2023-06-29 2024-08-26
244. GILEAD SCIENCES INC   2022-04-08 2024-08-26
7. HUBSPOT INC COM   2022-07-14 2024-08-26
161. INNOVATIVE INDL PPTYS INC CL A   2023-11-27 2024-08-26
35. INNOVATIVE INDL PPTYS INC CL A   2023-06-29 2024-08-26
306. INTEL CORP   2023-03-28 2024-08-26
31. INTERNATIONAL BUSINESS MACHINES CORP   2023-06-13 2024-08-26
8. INTUITIVE SURGICAL INC   2024-07-15 2024-08-26
180. JP MORGAN CHASE & CO   2023-03-13 2024-08-26
1195. JACKSON FINANCIAL INC COM CL A   2023-06-29 2024-08-26
434. JOHNSON & JOHNSON   2004-10-12 2024-08-26
1837. KRAFT HEINZ CO COM   2024-07-15 2024-08-26
56. MARZETTI CO   2024-07-15 2024-08-26
136. LENNAR CORP   2024-07-15 2024-08-26
3. LIBERTY MEDIA CORP   2023-05-12 2024-08-26
39. LIBERTY MEDIA CORP   2017-02-13 2024-08-26
8. LILLY ELI & CO   2023-12-12 2024-08-26
248. MSC INDUSTRIAL DIRECT CO   2024-07-15 2024-08-26
412. MANPOWER INC COM   2024-07-15 2024-08-26
375. MARVELL TECHNOLOGY GROUP LTD COM   2023-04-18 2024-08-26
9185. MEDICAL PROPERTIES TR INC (REIT)   2024-03-14 2024-08-26
305. MICROSOFT CORP   2022-11-07 2024-08-26
435. MICRON TECHNOLOGY INC COM   2023-05-02 2024-08-26
9. MONOLITHIC POWER SYS INC COM   2024-07-15 2024-08-26
85. NCR ATLEOS CORP   2022-09-16 2024-08-26
444. ATLAS ENERGY SOLUTIONS INC   2023-03-10 2024-08-26
2730. NVIDIA CORP COM   2023-11-27 2024-08-26
742. ORACLE CORPORATION   2022-12-21 2024-08-26
286. PAYCHEX INC   2024-07-15 2024-08-26
2832. PFIZER INC   2024-07-15 2024-08-26
103. PINTEREST INC   2023-05-05 2024-08-26
1313. PREMIER INC COM CL A   2024-07-15 2024-08-26
213. T ROWE PRICE GROUP INC   2024-07-15 2024-08-26
221. QUALCOMM INC   2023-09-14 2024-08-26
9. REALTY INCOME CORPORATION (REIT)   2024-07-15 2024-08-26
3218. SABRA HEALTH CARE REIT INC REIT   2023-06-29 2024-08-26
518. SEMPRA ENERGY   2023-03-21 2024-08-26
51. SNOWFLAKE INC CL A   2022-11-09 2024-08-26
479. STARWOOD PROPERTY TRUST INC (REIT)   2024-07-15 2024-08-26
3101. STARWOOD PROPERTY TRUST INC (REIT)   2023-06-29 2024-08-26
55. TFS FINANCIAL CORP   2024-07-15 2024-08-26
1396. TFS FINANCIAL CORP   2023-06-29 2024-08-26
62. TJX COS INC   2023-05-12 2024-08-26
47. TESLA INC COM   2024-07-15 2024-08-26
73. TEXAS INSTRUMENTS INC   2004-09-17 2024-08-26
81. 3M CO   2023-12-12 2024-08-26
358. 3M CO   2023-06-13 2024-08-26
30. VAIL RESORTS INC   2024-07-15 2024-08-26
2019. VERIZON COMMUNICATIONS   2024-07-15 2024-08-26
275. VULCAN MATERIALS CO   2023-03-24 2024-08-26
2634. WESTERN UNION CO   2024-07-15 2024-08-26
1759. WILLIAMS COS INC   2023-05-05 2024-08-26
50. WILLIAMS-SONOMA INC   2023-09-14 2024-08-26
490. AMCOR PLC   2024-07-15 2024-08-26
127. ACCENTURE PLC IRELAND SHS CLASS A   2024-07-15 2024-08-26
71. ACCENTURE PLC IRELAND SHS CLASS A   2023-05-02 2024-08-26
96. EATON CORP PLC   2023-03-30 2024-08-26
289. NOBLE CORP PLC COM   2023-01-18 2024-08-26
348. SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS   2011-06-15 2024-08-26
479. TE CONNECTIVITY LTD   2022-07-08 2024-08-26
6. COPA HOLDINGS SA   2024-07-15 2024-08-26
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 14,923   11,884 3,039
b 164,401   160,537 3,864
c 165,527   168,589 -3,062
d 248,663   248,563 100
e 239,222   241,290 -2,068
20,296   19,318 978
3,873   4,191 -318
22,559   24,520 -1,961
2,167   2,393 -226
1,185   1,300 -115
3,746   4,956 -1,210
13,873   19,147 -5,274
9,393   10,221 -828
3,394   3,836 -442
107     107
19,548   17,975 1,573
24,318   22,297 2,021
50   50  
77   59 18
78,963   73,444 5,519
168,611   168,585 26
89,108   85,018 4,090
71,215   72,398 -1,183
35,571   28,678 6,893
18,749   13,308 5,441
6,534   6,986 -452
11,880   12,725 -845
13,374   11,453 1,921
14,862   5,710 9,152
28,876   17,525 11,351
1,133   677 456
329   504 -175
39,098   15,322 23,776
68,812   31,545 37,267
58,177   1,076 57,101
17,165   22,642 -5,477
30,363   20,066 10,297
91,952   48,062 43,890
3,079   2,578 501
10,035   11,161 -1,126
978   1,361 -383
4,287   5,973 -1,686
38,639   30,554 8,085
8,113   8,116 -3
47,027   28,546 18,481
20,252   10,509 9,743
4,769   5,145 -376
9,467   8,681 786
8,070   6,616 1,454
17,485   13,650 3,835
6,281   6,188 93
1,237   1,231 6
16,950   17,085 -135
13,530   11,923 1,607
14,375   12,335 2,040
343,455   337,510 5,945
263,091   206,885 56,206
56,192   49,567 6,625
294,103   256,790 37,313
261,922   253,337 8,585
174,686   130,592 44,094
19,858   17,430 2,428
421,287   364,262 57,025
91,496   88,380 3,116
601,164   584,408 16,756
260,186   253,189 6,997
170,936   170,983 -47
42,325   40,988 1,337
301,616   297,817 3,799
30,857   27,691 3,166
150,035   134,502 15,533
118,350   113,773 4,577
656,111   644,180 11,931
25,595   22,207 3,388
145,484   126,245 19,239
20,413   19,786 627
149,429   144,145 5,284
169,141   143,855 25,286
198,950   193,064 5,886
315,267   279,701 35,566
8,765   8,096 669
46,326   39,146 7,180
13,923   13,742 181
10,598   11,015 -417
4,924   4,645 279
42,169   44,506 -2,337
34,020   34,306 -286
61,785   11,208 50,577
25,938   19,840 6,098
1,832   1,808 24
20,228   11,328 8,900
7,087   5,578 1,509
8,736   7,569 1,167
5,229   5,039 190
27,895   4,784 23,111
3,143   2,826 317
97,215   3,451 93,764
2,961   3,057 -96
93,141   63,130 30,011
29,531   19,433 10,098
27,696   24,770 2,926
2,028   1,893 135
913   734 179
19,342   11,363 7,979
1,225   1,027 198
94,787   28,653 66,134
30,726   28,335 2,391
47,896   10,109 37,787
20,512   11,025 9,487
4,511   3,888 623
4,151   3,271 880
6,493   5,872 621
2,051   2,023 28
11,949   8,434 3,515
137,449   59,036 78,413
2,306   2,117 189
21,032   13,262 7,770
83,108   48,457 34,651
109,476   34,377 75,099
50,595   30,456 20,139
43,639   14,134 29,505
17,016   18,684 -1,668
48,180   44,624 3,556
18,718   15,297 3,421
3,473   1,851 1,622
20,382   13,386 6,996
4,431   2,596 1,835
6,176   9,633 -3,457
6,132   4,272 1,860
3,832   3,474 358
39,312   21,704 17,608
102,695   36,499 66,196
71,547   24,441 47,106
66,153   59,493 6,660
9,662   10,464 -802
23,093   20,446 2,647
116   2,529 -2,413
3,012   415 2,597
7,609   4,644 2,965
20,590   20,021 569
30,541   29,035 1,506
25,814   15,352 10,462
39,724   36,456 3,268
125,574   28,011 97,563
43,046   24,866 18,180
8,238   7,806 432
2,363   1,499 864
9,605   7,498 2,107
343,400   128,997 214,403
102,625   37,510 65,115
37,373   34,739 2,634
81,828   81,565 263
3,241   2,231 1,010
26,328   24,566 1,762
23,254   25,353 -2,099
37,340   25,167 12,173
554   503 51
53,075   37,706 15,369
42,456   34,559 7,897
6,004   6,693 -689
9,848   9,556 292
63,755   60,527 3,228
740   730 10
18,783   17,859 924
7,450   4,852 2,598
9,933   12,176 -2,243
15,206   1,598 13,608
10,596   6,940 3,656
46,830   30,722 16,108
5,364   5,362 2
83,426   82,547 879
69,140   33,741 35,399
31,557   32,872 -1,315
79,821   43,000 36,821
6,758   3,575 3,183
5,477   4,840 637
42,623   40,206 2,417
23,829   19,685 4,144
28,454   12,618 15,836
11,154   11,439 -285
36,417   5,198 31,219
73,067   19,570 53,497
548   575 -27
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
      307
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       3,039
b       3,864
c       -3,062
d       100
e       -2,068
      978
      -318
      -1,961
      -226
      -115
      -1,210
      -5,274
      -828
      -442
      107
      1,573
      2,021
       
      18
      5,519
      26
      4,090
      -1,183
      6,893
      5,441
      -452
      -845
      1,921
      9,152
      11,351
      456
      -175
      23,776
      37,267
      57,101
      -5,477
      10,297
      43,890
      501
      -1,126
      -383
      -1,686
      8,085
      -3
      18,481
      9,743
      -376
      786
      1,454
      3,835
      93
      6
      -135
      1,607
      2,040
      5,945
      56,206
      6,625
      37,313
      8,585
      44,094
      2,428
      57,025
      3,116
      16,756
      6,997
      -47
      1,337
      3,799
      3,166
      15,533
      4,577
      11,931
      3,388
      19,239
      627
      5,284
      25,286
      5,886
      35,566
      669
      7,180
      181
      -417
      279
      -2,337
      -286
      50,577
      6,098
      24
      8,900
      1,509
      1,167
      190
      23,111
      317
      93,764
      -96
      30,011
      10,098
      2,926
      135
      179
      7,979
      198
      66,134
      2,391
      37,787
      9,487
      623
      880
      621
      28
      3,515
      78,413
      189
      7,770
      34,651
      75,099
      20,139
      29,505
      -1,668
      3,556
      3,421
      1,622
      6,996
      1,835
      -3,457
      1,860
      358
      17,608
      66,196
      47,106
      6,660
      -802
      2,647
      -2,413
      2,597
      2,965
      569
      1,506
      10,462
      3,268
      97,563
      18,180
      432
      864
      2,107
      214,403
      65,115
      2,634
      263
      1,010
      1,762
      -2,099
      12,173
      51
      15,369
      7,897
      -689
      292
      3,228
      10
      924
      2,598
      -2,243
      13,608
      3,656
      16,108
      2
      879
      35,399
      -1,315
      36,821
      3,183
      637
      2,417
      4,144
      15,836
      -285
      31,219
      53,497
      -27
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2,069,238
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 31,792
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 31,792
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 31,792
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 14,812
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 32,885
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 47,697
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
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 15,896
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow15,896 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (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 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 arrow  
14
The books are in care ofright arrowARDEN TRUST COMPANY Telephone no.right arrow (302) 246-5400

Located atright arrow2751 CENTERVILLE RD STE 200WILMINGTONDE ZIP+4right arrow19808
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
ARDEN TRUST COMPANY TRUSTEE
1 		88,088    
2751 CENTERVILLE RD STE 200
WILMINGTON,DE19808
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
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 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
8,326,777
b
Average of monthly cash balances.......................
1b
3,799,876
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
12,126,653
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
12,126,653
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
181,900
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
11,944,753
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
597,238
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
597,238
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
31,792
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
31,792
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
565,446
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
565,446
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
565,446
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
395,924
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
395,924
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 7 565,446
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 260,100
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 395,924
a Applied to 2023, but not more than line 2a 260,100
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..... 135,824
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		429,622
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
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).)
NONE
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.
NONE
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

MEMORIAL SLOAN-KETTERING CANCER

885 SECOND AVENUE 8TH FLOOR
NEW YORK,NY10017 		NONE PC UNRESTRICTED GIFT 92,314

MUSEUM OF TELEVISION & RADIO

ATTN SIMON LAZOWSKY 25 WEST 52N
NEW YORK,NY10019 		NONE PC UNRESTRICTED GIFT 36,926

MONMOUTH UNIVERSITY

MR KWI BRENNAN SENIOR DIRECTOR
W LONG BRANCH,NJ077641898 		NONE PC UNRESTRICTED GIFT 36,926

ASSOCIATED HUMANE SOCIETY

124 EVERGREEN AVENUE ATTN ROSEA
NEWARK,NJ071142175 		NONE PC UNRESTRICTED GIFT 73,851

RIVERVIEW MEDICAL CENTER FDTN
PLANNED GIVING
343 THORNALL STREET-7TH FLR
EDISON,NJ08837 		NONE PC UNRESTRICTED GIFT 92,314

MUSEUM OF BROADCAST
COMMUNICATIONS
AILEEN BISHOP 360 N STATE ST
CHICAGO,IL606545411 		NONE PC UNRESTRICTEG GIFT 36,926
Total .................................right arrow 3a 369,257
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 ....     14 318,731  
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 2,069,238  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 2,760  
bSECTION 897 CAPITA     1 351  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   2,391,080  
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,391,080
(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:
DOROTHY FIELDER BROWN IRREVOCABLE TR
EIN:
22-6765061
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 3,000     3,000

TY 2024 InvestmentsOtherSchedule2
Name:
DOROTHY FIELDER BROWN IRREVOCABLE TR
EIN:
22-6765061
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
SEE ATTACHED STATEMENT      
009066101 AIRBNB INC COM CL A      
009279100 AIRBUS SE      
02263T104 AMADEUS IT GROUP SA      
023135106 AMAZON COM INC      
03743Q108 APA CORPORATION COM      
038923108 ARBOR REALTY TRUST I      
052769106 AUTODESK INC      
053484101 AVALONBAY COMMUNITIE      
05605H100 BWX TECHNOLOGIES INC      
05722G100 BAKER HUGHES A GE CO      
075887109 BECTON DICKINSON AND      
09062X103 BIOGEN IDEC INC      
105105209 BRAMBLES LTD      
11133T103 BROADRIDGE FINANCIAL      
11135E203 BROADSTONE NET LEASE      
11135F101 BROADCOM INC      
127097103 CABOT OIL & GAS CORP      
128030202 CAL-MAINE FOODS INC      
14020G101 CAPITAL GROUP GROWTH      
14040H105 CAPITAL ONE FINANCIA      
17275R102 CISCO SYSTEMS INC      
184496107 CLEAN HARBORS INC      
192446102 COGNIZANT TECHNOLOGY      
20030N101 COMCAST CORP      
21037T109 CONSTELLATION ENERGY      
22788C105 CROWDSTRIKE HLDGS IN      
22822V101 CROWN CASTLE INTERNA      
229663109 CUBESMART      
25243Q205 DIAGEO PLC      
25434V799 DIMENSIONAL INTL COR      
281020107 EDISON INTERNATIONAL      
29530P102 ERIE INDEMNITY COMPA      
30161N101 EXELON CORP      
30303M102 FACEBOOK INC CL-A      
33738R118 FIRST TRUST NASDAQ T      
337738108 FISERV INC      
35671D857 FREEPORT-MCMORAN INC      
371901109 GENTEX CORP      
375558103 GILEAD SCIENCES INC      
443573100 HUBSPOT INC      
455793109 INDUSTRIA DE DISENO      
45781V101 INNOVATIVE INDL PPTY      
458140100 INTEL CORP      
459200101 INTERNATIONAL BUSINE      
46115H107 INTESA SANPAOLO SPA      
464288620 ISHARES LEHMAN CREDI      
46429B267 ISHARES US TREASURY      
46434V274 ISHARES TR MULTIFACT      
46434V613 ISHARES CORE TOTAL U      
46434V860 ISHARES TREASURY FLO      
46625H100 J P MORGAN CHASE & C      
46817M107 JACKSON FINANCIAL IN      
47103U852 JANUS HEDERSON MIG B      
478160104 JOHNSON & JOHNSON      
518416102 HARTFORD MULTI GLOBA      
531229722 LIBERTY MEDIA CORP      
531229755 LIBERTY MEDIA CORP      
532457108 ELI LILLY & CO      
54211N101 LONDON STOCK EXCHANG      
573874104 MARVELL TECHNOLOGY G      
594918104 MICROSOFT CORP      
595112103 MICRON TECH INC      
62886E108 NCR CORP NEW      
63001N106 NCR ATLEOS CORP      
641069406 NESTLE SA      
642045108 ATLAS ENERGY SOLUTIO      
670100205 NOVO-NORDISK A S ADR      
67066G104 NVIDIA CORP      
68163W208 OLYMPUS CORP-SPON U      
68389X105 ORACLE CORP      
72352L106 PINTEREST INC      
723787107 PIONEER NAT RES CO      
747525103 QUALCOMM INC      
759916109 REPLIGEN CORP      
78464A664 SPDR PORTFOLIO LONG      
78467V848 SPDR DOUBLELINE TOTA      
78468R770 SPDR RUSSELL 1000 YI      
78573L106 SABRA HEALTH CARE RE      
786584102 SAFRAN SA      
803054204 SAP SE      
808524870 SCHWAB US TIPS ETF      
816851109 SEMPRA ENERGY      
82509L107 SHOPIFY INC CL A      
833445109 SNOWFLAKE INC CL A      
835699307 SONY CORP      
85571B105 STARWOOD PROPERTY TR      
86317T103 STRAUMANN HLDG AG AD      
867224107 SUNCOR ENERGY INC      
87240R107 TFS FINANCIAL CORP      
872540109 TJX COS INC/THE      
882508104 TEXAS INSTRUMENTS IN      
88579Y101 3M CO      
889110102 TOKYO ELECTRON LTD U      
911312106 UNITED PARCEL SERVIC      
922908611 VANGUARD SMALL-CAP V      
929160109 VULCAN MATERIALS CO      
969457100 WILLIAMS COS INC/THE      
969904101 WILLIAMS-SONOMA INC      
97717W315 WISDOMTREE TRUST EMR      
G1151C101 ACCENTURE LTD CLASS      
G29183103 EATON CORP PLC      
G65431127 NOBLE CORP PLC COM      
G7997R103 SEAGATE TECHNOLOGY H      
H84989104 TE CONNECTIVITY LTD      

TY 2024 LegalFeesSchedule
Name:
DOROTHY FIELDER BROWN IRREVOCABLE TR
EIN:
22-6765061
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 1,645     1,645


TY 2024 OtherDecreasesSchedule
Name:
DOROTHY FIELDER BROWN IRREVOCABLE TR
EIN:
22-6765061
Description Amount
MUTUAL FUND TIMING DIFFERENCE 33,708
4TH QTR 990PF EST. REVERSAL IN 2025 3,703


TY 2024 OtherExpensesSchedule
Name:
DOROTHY FIELDER BROWN IRREVOCABLE TR
EIN:
22-6765061
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES-DIVIDEND I 276 276   0


TY 2024 OtherIncomeSchedule2
Name:
DOROTHY FIELDER BROWN IRREVOCABLE TR
EIN:
22-6765061
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 2,760 0  
SECTION 897 CAPITAL GAIN 351 351  


TY 2024 OtherIncreasesSchedule
Name:
DOROTHY FIELDER BROWN IRREVOCABLE TR
EIN:
22-6765061
Description Amount
MISC ADJUSTMENT 159


TY 2024 OtherProfessionalFeesSchedule
Name:
DOROTHY FIELDER BROWN IRREVOCABLE TR
EIN:
22-6765061
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 30,912 30,912    


TY 2024 TaxesSchedule
Name:
DOROTHY FIELDER BROWN IRREVOCABLE TR
EIN:
22-6765061
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,693 1,693   0
FEDERAL TAX PAYMENT - PRIOR YE 12,417 0   0
FEDERAL ESTIMATES - PRINCIPAL 14,812 0   0
FOREIGN TAXES ON QUALIFIED FOR 1,614 1,614   0
FOREIGN TAXES ON NONQUALIFIED 536 536   0