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 03-01-2024 , and ending 02-28-2025
Name of foundation
WAITE M B-BRAND FOUNDATION TW
 
Number and street (or P.O. box number if mail is not delivered to street address)4900 TIEDEMAN ROAD OH-01-49-0381
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BROOKLYN, OH44144
A Employer identification number

34-6563471
B Telephone number (see instructions)

(419) 259-4736
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$3,486,503J 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... 68,371 68,223  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 268,305
b Gross sales price for all assets on line 6a 1,135,599
7 Capital gain net income (from Part IV, line 2)... 268,305
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
2,101    
12 Total. Add lines 1 through 11........ 338,777 336,528  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 26,539 19,905   6,635
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,050 0 0 1,050
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,099 1,099   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
704 104   600
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 29,392 21,108 0 8,285
25 Contributions, gifts, grants paid....... 15,000 15,000
26 Total expenses and disbursements. Add lines 24 and 25 44,392 21,108 0 23,285
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 294,385
b Net investment income (if negative, enter -0-) 315,420
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 27,705 355,170 355,170
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).......... 2,137,229 Click to see attachment
List of Attached Documents:
// Content
2,106,540 		3,131,333
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) 2,164,934 2,461,710 3,486,503
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........ 2,164,934 2,461,710
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)..... 2,164,934 2,461,710
30 Total liabilities and net assets/fund balances (see instructions). 2,164,934 2,461,710
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
2,164,934
2
Enter amount from Part I, line 27a .....................
2
294,385
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,575
4
Add lines 1, 2, and 3 ..........................
4
2,461,894
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
184
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,461,710
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 4. ALLSTATE CORP COM   2022-05-02 2024-12-16
b 1. ALLSTATE CORP COM   2024-07-15 2025-01-24
c 96. ALLSTATE CORP COM     2025-01-24
d 17. ALPHABET INC   2023-08-21 2024-12-16
e 125. ALPHABET INC     2025-01-24
9. AMAZON COM INC     2024-12-16
20. AMAZON COM INC   2023-11-22 2025-01-24
4. AMERICAN EXPRESS CO INC COM   2023-03-23 2024-12-16
8. AMERICAN EXPRESS CO INC COM   2023-03-23 2025-01-24
84. AMERICAN WATER WORKS CO INC   2023-03-23 2024-12-16
275. AMPHENOL CORP     2024-07-15
95. AMPHENOL CORP     2024-10-18
2. AMPHENOL CORP   2024-12-16 2025-01-24
160. AMPHENOL CORP   2018-12-12 2025-01-24
220. APPLE INC     2024-07-15
6. APPLE INC     2024-12-16
14. APPLE INC   2009-02-19 2025-01-24
218. ARCHER DANIELS MIDLAND CO COM   2024-07-15 2024-12-16
28. BANK OF AMERICA CORP     2024-12-16
1. BIOMARIN PHARMACEUTICAL INC   2023-08-21 2024-07-15
228. BIOMARIN PHARMACEUTICAL INC     2024-07-15
138. BROADCOM INC   2021-03-25 2024-07-15
64. BROADCOM INC   2021-03-25 2024-12-16
13. BROADCOM INC   2021-03-25 2025-01-24
101. CAMECO CORP     2024-12-16
94. CAMECO CORP     2025-01-24
15. CHART INDUSTRIES INC   2024-12-16 2025-01-24
11. COSTCO WHOLESALE CORP     2024-07-15
1. COSTCO WHOLESALE CORP   2023-08-21 2025-01-24
1. CUBESMART REIT   2024-07-15 2024-12-16
8. CUBESMART REIT   2023-08-21 2024-12-16
254. CUBESMART REIT   2023-08-21 2025-01-24
34. DYNATRACE INC   2024-12-16 2025-01-24
7. FISERV INC COM   2023-08-21 2024-12-16
55. FISERV INC COM   2023-08-21 2025-01-24
2. FREEPORT-MCMORAN INC   2024-07-15 2024-12-16
21. FREEPORT-MCMORAN INC     2024-12-16
49. FREEPORT-MCMORAN INC     2025-01-24
13. GE HEALTHCARE TECHNOLOGIES INC   2023-03-23 2024-12-16
30. GE HEALTHCARE TECHNOLOGIES INC   2023-03-23 2025-01-24
34. GITLAB INC   2024-12-16 2025-01-24
203.22 GUGGENHEIM TOTAL RETURN BOND FUND $1.062   2024-10-18 2024-11-12
43. HEALTHPEAK PROPERTIES INC   2024-10-18 2025-01-24
1. HESS CORP   2024-07-15 2024-10-18
61. HESS CORP     2024-10-18
8. HESS CORP   2021-11-17 2024-12-16
13. HESS CORP   2021-11-17 2025-01-24
4. HONEYWELL INTERNATIONAL INC   2022-05-02 2024-12-16
17. ILLUMINA INC     2025-01-24
1000. INVESCO S&P 500 EQUAL WEIGHT $1.61700     2024-03-25
200. INVESCO S&P 500 EQUAL WEIGHT $1.61700     2024-10-18
1. INVITATION HOMES INC   2024-07-15 2024-12-16
345. INVITATION HOMES INC     2024-12-16
1200. ISHARES GOLD TRUST   2021-06-22 2024-03-31
1200. ISHARES GOLD TRUST   2021-06-22 2024-04-30
1200. ISHARES GOLD TRUST   2021-06-22 2024-05-31
1200. ISHARES GOLD TRUST   2021-06-22 2024-06-30
1200. ISHARES GOLD TRUST   2021-06-22 2024-07-31
1200. ISHARES GOLD TRUST   2021-06-22 2024-08-31
1200. ISHARES GOLD TRUST   2021-06-22 2024-09-30
400. ISHARES GOLD TRUST     2024-10-18
800. ISHARES GOLD TRUST   2021-06-22 2024-10-31
800. ISHARES GOLD TRUST   2021-06-22 2024-11-30
800. ISHARES GOLD TRUST   2021-06-22 2024-12-31
60. ISHARES BARCLAYS TIPS BOND FUND $3.20600   2021-02-17 2024-10-18
1700. ISHARES MSCI EMERGING MKTS INDEX$0.98600     2024-03-25
500. ISHARES CORE MSCI EAFE ETF $1.88200   2016-12-30 2024-03-25
113. JOHNSON & JOHNSON     2024-10-18
137. KENVUE INC   2024-12-16 2025-01-24
486.03 LAZARD GLOBAL LISTED INFRASTR PT $0.375   2021-06-22 2024-10-18
1. ELI LILLY & CO   2024-07-15 2024-12-16
19. ELI LILLY & CO   2024-07-15 2025-01-24
6. LULULEMON ATHLETICA INC   2023-08-21 2025-01-24
958.75 METROPOLITAN WEST T/R BOND FD $0.263   2024-10-18 2024-11-12
9. MICROSOFT CORP   2024-07-15 2024-12-16
18. MICROSOFT CORP   2024-07-15 2025-01-24
278. MOLSON COORS BREWING CO   2023-03-23 2024-07-15
8. NEWMONT MINING CORP CAP COM   2024-10-18 2024-12-16
43. NEWMONT MINING CORP CAP COM     2025-01-24
22. NVIDIA CORP   2023-03-23 2024-12-16
48. NVIDIA CORP   2023-03-23 2025-01-24
2. PG&E CORP   2024-07-15 2024-10-18
602. PG&E CORP   2023-08-21 2024-10-18
21. PARKER HANNIFIN CORP COM     2024-12-16
11. PARKER HANNIFIN CORP COM   2020-01-21 2025-01-24
3. PEPSICO INC CAP   2022-12-30 2024-12-16
7. PEPSICO INC CAP   2022-12-30 2025-01-24
8382.66 PIMCO MORTAGE OPP & BOND FD INST     2024-10-18
13. S&P GLOBAL INC   2022-05-02 2024-07-15
1. S&P GLOBAL INC   2023-08-21 2024-12-16
3. S&P GLOBAL INC   2023-08-21 2025-01-24
54. T-MOBILE US INC     2024-12-16
8. T-MOBILE US INC   2022-12-30 2025-01-24
6. TRADE DESK INC   2024-07-15 2024-12-16
11. TRADE DESK INC   2024-07-15 2025-01-24
50000. TORONTO-DOMINION BANK   2022-12-30 2024-09-13
73. TRACTOR SUPPLY CO COM     2024-10-18
6. ULTA BEAUTY INC   2024-12-16 2025-01-24
1. UNITEDHEALTH GROUP INC   2021-03-25 2024-12-16
615.76 VANGUARD LONG-TERM TREASURY FUND $0.342   2024-10-18 2024-11-12
1. VULCAN MATERIALS CO COM   2024-07-15 2024-12-16
91. VULCAN MATERIALS CO COM   2022-12-30 2024-12-16
195. WELLS FARGO & COMPANY   2021-03-25 2024-07-15
18. WELLS FARGO & COMPANY     2024-12-16
39. WELLS FARGO & COMPANY   2021-03-25 2025-01-24
24. WEST PHARMACEUTICAL SERVICES INC     2024-07-15
2136.75 WESTERN ASSET CORE PLUS BOND $0.372   2024-10-18 2024-11-12
1. WHEATON PRECIOUS METALS CORP   2023-08-21 2024-07-15
370. WHEATON PRECIOUS METALS CORP     2024-07-15
4. XYLEM INC   2023-11-22 2024-12-16
120. XYLEM INC     2025-01-24
5. ZSCALER INC   2024-07-15 2024-12-16
11. ZSCALER INC   2024-07-15 2025-01-24
154. SEAGATE TECHNOLOGY HOLDNGS PLC   2023-11-22 2024-12-16
90. STERIS PLC   2023-03-23 2024-07-15
615. TRANSOCEAN LTD FGN COM   2024-07-15 2025-01-24
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(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 790   515 275
b 186   166 20
c 17,832   12,339 5,493
d 3,310   2,180 1,130
e 24,998   10,322 14,676
2,057   1,336 721
4,666   2,894 1,772
1,209   656 553
2,543   1,311 1,232
10,976   11,454 -478
19,260   8,824 10,436
6,447   2,054 4,393
154   150 4
12,332   3,387 8,945
51,683   14,901 36,782
1,494   192 1,302
3,119   45 3,074
11,426   13,932 -2,506
1,268   719 549
85   90 -5
19,465   18,067 1,398
23,688   6,337 17,351
15,490   2,939 12,551
3,165   597 2,568
5,474   1,158 4,316
5,251   973 4,278
3,262   3,030 232
9,374   1,337 8,037
935   540 395
46   47 -1
370   329 41
10,647   10,449 198
1,902   1,874 28
1,439   835 604
11,498   6,557 4,941
82   102 -20
860   668 192
1,838   1,003 835
1,060   976 84
2,653   2,252 401
2,200   1,999 201
4,800   4,867 -67
896   962 -66
140   151 -11
8,532   5,704 2,828
1,104   643 461
1,888   1,045 843
935   803 132
2,305   2,464 -159
166,589   146,081 20,508
36,333   27,441 8,892
33   36 -3
11,484   13,909 -2,425
10   8 2
11   8 3
11   9 2
11   8 3
11   8 3
12   9 3
12   8 4
20,435   13,535 6,900
9   6 3
8   6 2
8   6 2
6,558   7,625 -1,067
69,308   52,437 16,871
36,865   26,960 9,905
18,630   20,389 -1,759
2,843   3,067 -224
8,000   7,796 204
794   954 -160
14,875   18,118 -3,243
2,392   2,301 91
8,600   8,782 -182
4,016   4,095 -79
7,962   8,191 -229
14,345   13,952 393
320   455 -135
1,812   2,439 -627
2,904   600 2,304
6,815   1,308 5,507
41   35 6
12,232   9,975 2,257
14,111   5,043 9,068
7,438   2,239 5,199
475   542 -67
1,043   1,266 -223
78,546   91,536 -12,990
6,265   4,804 1,461
506   380 126
1,543   1,139 404
12,522   7,509 5,013
1,744   1,108 636
795   607 188
1,319   1,113 206
50,000   49,484 516
21,861   15,145 6,716
2,498   2,563 -65
515   368 147
5,000   5,166 -166
278   256 22
25,256   15,868 9,388
11,319   7,609 3,710
1,262   709 553
3,011   1,522 1,489
7,772   10,438 -2,666
19,637   19,997 -360
60   41 19
22,037   16,597 5,440
488   405 83
14,529   11,821 2,708
1,008   1,035 -27
2,138   2,277 -139
14,873   11,727 3,146
19,978   16,356 3,622
2,371   3,376 -1,005
      11,978
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      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
      11,978
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       275
b       20
c       5,493
d       1,130
e       14,676
      721
      1,772
      553
      1,232
      -478
      10,436
      4,393
      4
      8,945
      36,782
      1,302
      3,074
      -2,506
      549
      -5
      1,398
      17,351
      12,551
      2,568
      4,316
      4,278
      232
      8,037
      395
      -1
      41
      198
      28
      604
      4,941
      -20
      192
      835
      84
      401
      201
      -67
      -66
      -11
      2,828
      461
      843
      132
      -159
      20,508
      8,892
      -3
      -2,425
      2
      3
      2
      3
      3
      3
      4
      6,900
      3
      2
      2
      -1,067
      16,871
      9,905
      -1,759
      -224
      204
      -160
      -3,243
      91
      -182
      -79
      -229
      393
      -135
      -627
      2,304
      5,507
      6
      2,257
      9,068
      5,199
      -67
      -223
      -12,990
      1,461
      126
      404
      5,013
      636
      188
      206
      516
      6,716
      -65
      147
      -166
      22
      9,388
      3,710
      553
      1,489
      -2,666
      -360
      19
      5,440
      83
      2,708
      -27
      -139
      3,146
      3,622
      -1,005
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 268,305
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 4,384
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 4,384
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 4,384
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,684
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,684
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 2,700
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 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 arrowOH
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 arrowKeybank National Association Telephone no.right arrow (216) 813-4548

Located atright arrow4900 TIEDEMAN RD OH-01-49-0381BROOKLYNOH ZIP+4right arrow44144
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
KEYBANK NATIONAL ASSOCIATION CO-TRUSTEE
1 		26,539    
127 PUBLIC SQUARE
CLEVELAND,OH44114
GREGORY S SHUMAKER CO-TRUSTEE
1 		0    
1000 JACKSON
TOLEDO,OH43624
HOPE J WELLES CO-TRUSTEE
1 		0    
112 ROCKLEDGE DR
PERRYSBURG,OH43551
PHIL H WOLF CO-TRUSTEE
1 		0    
C/O KEYBANK 127 PUBLIC SQUARE
CLEVELAND,OH44114
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
3,399,287
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,399,287
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
3,399,287
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
50,989
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,348,298
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
167,415
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
167,415
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
4,384
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,384
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
163,031
4
Recoveries of amounts treated as qualifying distributions................
4
2,500
5
Add lines 3 and 4............................
5
165,531
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
165,531
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
23,285
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
23,285
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 7 165,531
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 36,204
e From 2023...... 151,892
f Total of lines 3a through e ........ 188,096
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 23,285
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 23,285
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 142,246 142,246
(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 45,850
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		45,850
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 45,850
e Excess from 2024....  
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 e-mail address of the person to whom applications should be addressed:
SHUMAKER LOOP KENDRICK
1000 JACKSON
TOLEDO,OH43624
(419) 241-9000
bThe form in which applications should be submitted and information and materials they should include:
NO SPECIFIC FORM
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
INFORMATION IS AVAILABLE FROM GREGORY SHUMAKER. SEE LINE 2A FOR ADDRESS AND TELEPHONE INFORMATION.
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

BOYS AND GIRLS CLUBS

2250 N DETROIT AVE
TOLEDO,OH43606 		NONE PC GENERAL OPERATING 10,000

IMAGINATION STATION

1 DISCOVERY WAY
TOLEDO,OH43604 		NONE PC GENERAL OPERATING 5,000
Total .................................right arrow 3a 15,000
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 68,371  
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 ............ 		    18 268,305  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    14 2,101  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   338,777  
13Total. Add line 12, columns (b), (d), and (e)..................
13
338,777
(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:
WAITE M B-BRAND FOUNDATION TW
EIN:
34-6563471
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,050     1,050

TY 2024 InvestmentsOtherSchedule2
Name:
WAITE M B-BRAND FOUNDATION TW
EIN:
34-6563471
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
020002101 ALLSTATE CORP      
02079K305 ALPHABET INC AT COST 16,753 54,660
023135106 AMAZON COM INC AT COST 3,382 48,400
025816109 AMERICAN EXPRESS CO AT COST 14,748 27,086
030420103 AMERICAN WATER WORKS      
032095101 AMPHENOL CORP      
037833100 APPLE INC AT COST 522 38,936
05531FBE2 BB&T CORP DTD 6/5/20 AT COST 48,559 49,875
060505104 BANK OF AMERICA CORP AT COST 32,227 43,150
09061G101 BIOMARIN PHARMACEUTI      
09260C307 BLACKROCK SYSTEMATIC AT COST 26,998 27,415
11135F101 BROADCOM INC AT COST 6,658 28,917
13321L108 CAMECO CORP AT COST 10,501 47,783
22160K105 COSTCO WHOLESALE COR AT COST 845 10,486
229663109 CUBESMART      
337738108 FISERV INC AT COST 15,178 29,933
35671D857 FREEPORT-MCMORAN INC AT COST 8,599 20,707
36256V783 GMO RESOURCES FUND $ AT COST 45,500 27,462
36266G107 GE HEALTHCARE TECHNO AT COST 24,890 29,437
38142V845 GOLDMAN SACHS INTL E AT COST 116,013 129,656
42809H107 HESS CORP AT COST 10,371 22,192
438516106 HONEYWELL INTERNATIO AT COST 26,110 26,398
46137V357 INVESCO S&P 500 EQUA AT COST 221,907 360,360
46187W107 INVITATION HOMES INC      
464285204 ISHARES GOLD TRUST AT COST 27,112 43,096
464287176 ISHARES BARCLAYS TIP AT COST 35,582 30,895
464287234 ISHARES MSCI EMERGIN      
464287507 ISHARES CORE S&P MID AT COST 16,263 30,940
464287804 ISHARES CORE S&P SMA AT COST 22,836 44,716
46432F842 ISHARES CORE MSCI EA AT COST 59,312 82,918
46637K281 JPMORGAN HEDGED EQUI AT COST 21,500 28,395
46653M849 JOHCM INTERNATIONAL AT COST 61,022 59,922
478160104 JOHNSON & JOHNSON      
49177J102 KENVUE INC AT COST 30,232 37,194
52106N459 LAZARD GLOBAL LISTED AT COST 42,160 45,208
550021109 LULULEMON ATHLETICA AT COST 26,776 25,227
589509207 MERGER FUND $0.156 AT COST 28,000 27,844
594918104 MICROSOFT CORP AT COST 25,713 82,177
60871R209 MOLSON COORS BREWING      
67066G104 NVIDIA CORP AT COST 9,474 68,081
69331C108 PG&E CORP      
701094104 PARKER HANNIFIN CORP AT COST 5,089 16,713
713448108 PEPSICO INC AT COST 13,776 11,817
72201U455 PIMCO TRENDS MANAGED AT COST 32,700 27,866
72201U638 PIMCO MORTAGE OPP & AT COST 20,000 20,238
74256W584 PRINCIPAL MIDCAP FUN AT COST 105,126 175,263
78409V104 S&P GLOBAL INC AT COST 12,646 18,147
808513AX3 CHARLES SCHWAB CORP AT COST 48,891 49,930
872590104 T-MOBILE US INC AT COST 13,160 25,621
89115A2J0 TORONTO-DOMINION BAN      
892356106 TRACTOR SUPPLY CO      
904504842 UNDISCOVERED MGRS BE AT COST 85,000 147,678
912796CX5 UNITED STATES TREAS      
91324P102 UNITEDHEALTH GROUP I AT COST 12,893 14,724
922908710 VANGUARD 500 INDEX F AT COST 154,728 462,289
929160109 VULCAN MATERIALS CO      
949746101 WELLS FARGO CO AT COST 17,509 35,166
955306105 WEST PHARMACEUTICAL      
962879102 WHEATON PRECIOUS MET      
98419M100 XYLEM INC      
98980G102 ZSCALER INC AT COST 25,010 24,529
995084027 PROPERTY LOCATION DE      
G7997R103 SEAGATE TECHNOLOGY H      
G8473T100 STERIS PLC      
H8817H100 TRANSOCEAN LTD AT COST 45,664 20,842
00771X419 GQG PART EMERG MKTS AT COST 69,000 63,036
024525719 AMERICAN BEACON FRON AT COST 3,000 3,030
16115Q308 CHART INDUSTRIES INC AT COST 32,927 31,060
19766J383 COLUMBIA MORTGAGE OP AT COST 5,000 5,148
268150109 DYNATRACE INC AT COST 21,657 22,499
29444U700 EQUINIX INC AT COST 11,301 10,855
37637K108 GITLAB INC AT COST 20,908 23,542
40168W525 GUGGENHEIM TOTAL RET AT COST 20,133 20,158
42250P103 HEALTHPEAK PROPERTIE AT COST 11,162 10,271
452327109 ILLUMINA INC AT COST 28,134 17,393
4812C0381 JPMORGAN CORE BOND F AT COST 20,000 20,295
516544103 LANTHEUS HOLDINGS IN AT COST 29,049 28,897
52472T718 BRANDYWINEGLOBAL HIG AT COST 4,000 4,015
592905509 METROPOLITAN WEST T/ AT COST 16,218 16,129
651639106 NEWMONT MINING CORP AT COST 23,821 21,377
70202L102 PARSONS CORP AT COST 10,073 6,986
70450Y103 PAYPAL HOLDINGS INC AT COST 11,312 9,023
72201F490 PIMCO INCOME FUND $0 AT COST 5,000 5,080
74926P316 RBC EMERGING MARKETS AT COST 56,000 59,297
75734B100 REDDIT INC AT COST 11,199 10,030
879360105 TELEDYNE TECHNOLOGIE AT COST 19,503 19,571
88339J105 TRADE DESK INC AT COST 13,458 9,353
90384S303 ULTA BEAUTY INC AT COST 26,916 25,279
922031786 VANGUARD LONG-TERM T AT COST 4,834 4,776
92837F755 VIRTUS SEIX FLTG RAT AT COST 4,000 3,944

TY 2024 OtherDecreasesSchedule
Name:
WAITE M B-BRAND FOUNDATION TW
EIN:
34-6563471
Description Amount
ROC ADJUSTMENT 48
ROUNDING 9
ROC ADJUSTMENT ON CY SALES 127


TY 2024 OtherExpensesSchedule
Name:
WAITE M B-BRAND FOUNDATION TW
EIN:
34-6563471
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING/TAXES PAID 600 0   600
INVESTMENT EXPENSES - PROCEEDS 104 104   0


TY 2024 OtherIncomeSchedule2
Name:
WAITE M B-BRAND FOUNDATION TW
EIN:
34-6563471
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 2,101 0  


TY 2024 OtherIncreasesSchedule
Name:
WAITE M B-BRAND FOUNDATION TW
EIN:
34-6563471
Description Amount
COST ADJUSTMENT ON UIT SALES 75
RECOVERY OF GRANT PAID 2,500


TY 2024 TaxesSchedule
Name:
WAITE M B-BRAND FOUNDATION TW
EIN:
34-6563471
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 852 852   0
FOREIGN TAXES ON NONQUALIFIED 247 247   0