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
CATTO SHAW FOUNDATION
C/O WOODY CREEK MANAGEMENT GROUP
Number and street (or P.O. box number if mail is not delivered to street address)250 STEELE STREET SUITE 375
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DENVER, CO80206
A Employer identification number

46-5064265
B Telephone number (see instructions)

(303) 225-8473
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$23,903,930J 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) 405,117
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 480,823 478,233  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 514,354
b Gross sales price for all assets on line 6a 3,426,441
7 Capital gain net income (from Part IV, line 2)... 514,354
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
25,545 10,572  
12 Total. Add lines 1 through 11........ 1,425,839 1,003,159  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
12,800 6,400   6,400
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
191,597 153,594   38,003
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
20,605 9,272   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
29,341 27,520   1,821
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 254,343 196,786   46,224
25 Contributions, gifts, grants paid....... 1,065,861 1,065,861
26 Total expenses and disbursements. Add lines 24 and 25 1,320,204 196,786   1,112,085
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 105,635
b Net investment income (if negative, enter -0-) 806,373
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 1,122,326 860,246 860,246
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,662,198 Click to see attachment
List of Attached Documents:
// Content
1,665,811 		1,665,811
b Investments—corporate stock (attach schedule)....... 13,934,445 Click to see attachment
List of Attached Documents:
// Content
15,693,327 		15,693,327
c Investments—corporate bonds (attach schedule)....... 3,118,143 Click to see attachment
List of Attached Documents:
// Content
3,450,823 		3,450,823
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).......... 2,147,889 Click to see attachment
List of Attached Documents:
// Content
2,226,884 		2,226,884
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
51,212 		Click to see attachment
List of Attached Documents:
// Content
6,839 		Click to see attachment
List of Attached Documents:
// Content
6,839
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 22,036,213 23,903,930 23,903,930
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 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........ 22,036,213 23,903,930
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 22,036,213 23,903,930
30 Total liabilities and net assets/fund balances (see instructions). 22,036,213 23,903,930
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
22,036,213
2
Enter amount from Part I, line 27a .....................
2
105,635
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,762,082
4
Add lines 1, 2, and 3 ..........................
4
23,903,930
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
23,903,930
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b CAPITAL GAIN DISTRIBUTIONS     2024-12-31
c STRATEGIC INVESTORS FUND VIII P   2024-12-31
d BLACK STAR FUND I P   2024-12-31
e STRATEGIC INVESTORS FUND VIII P   2024-12-31
BLACK STAR FUND I P   2024-12-31
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,334,850   2,875,378 459,472
b 21,041     21,041
c 823     823
d     242 -242
e 69,727     69,727
    36,467 -36,467
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       459,472
b       21,041
c       823
d       -242
e       69,727
      -36,467
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 2 514,354
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 11,209
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 11,209
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 11,209
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 14,960
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 17,960
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 6,751
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow6,751 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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
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 arrowCO
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.CATTOSHAWFOUNDATION.ORG
14
The books are in care ofright arrowWOODY CREEK MANAGEMENT GROUP Telephone no.right arrow (303) 225-8473

Located atright arrow250 STEELE STREET SUITE 375DENVERCO ZIP+4right arrow80206
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
Yes
 
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
 
No
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
ISA CATTO SHAW EXECUTIVE DIRECTOR
1.00 		0 0 0
250 STEELE STREET SUITE 375
DENVER,CO80206
DANIEL A SHAW PRESIDENT
1.00 		0 0 0
250 STEELE STREET SUITE 375
DENVER,CO80206
JENNIFER CROSSETT TREASURER
1.00 		0 0 0
250 STEELE STREET SUITE 375
DENVER,CO80206
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
MERRILL LYNCH INVESTMENT MANAGEMENT 115,591
1500 AMERICAN BOULEVARD
PENNINGTON,NJ085344129
WOODY CREEK MANAGEMENT GROUP BACK OFFICE 76,006
250 STEELE STREET SUITE 375
DENVER,CO80206
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
20,016,459
b
Average of monthly cash balances.......................
1b
593,858
c
Fair market value of all other assets (see instructions)................
1c
2,233,723
d
Total (add lines 1a, b, and c).........................
1d
22,844,040
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
22,844,040
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
342,661
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
22,501,379
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,125,069
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
1,125,069
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
11,209
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
11,209
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,113,860
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,113,860
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
1,113,860
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
1,112,085
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,112,085
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 1,113,860
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 738,512
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,112,085
a Applied to 2023, but not more than line 2a 738,512
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..... 373,573
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 .......... 		740,287
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....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
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).)
ISA CATTO SHAW
DANIEL A SHAW
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ASCEND AT THE ASPEN INSTITUTE

2300 N STREET NW SUITE 700
WASHINGTON,DC20037 		  PC GENERAL OPERATING FUND 100,000

ASPEN CENTER FOR ENVIRONMENTAL STUDIES

100 PUPPY SMITH ST
ASPEN,CO81611 		  PC GENERAL OPERATING FUND 278,500

ASPEN MUSIC FESTIVAL AND SCHOOL

225 MUSIC SCHOOL RD
ASPEN,CO81611 		  PC GENERAL OPERATING FUND 15,000

ASPEN WORDS

110 EAST HALLAM STREET STE 116
ASPEN,CO81611 		  PC GENERAL OPERATING FUND 100,000

CALIFORNIA STATE UNIVERSITY SACRAMENTO

6000 JED SMITH DR
SACRAMENTO,CA95819 		  GOV GENERAL OPERATING FUND 75,000

CONSERVATION INTERNATIONAL

2011 CRYSTAL DRIVE SUITE 500
ARLINGTON,VA22202 		  PC GENERAL OPERATING FUND 25,000

CREATIVE CAPITAL FOUNDATION

15 MAIDEN LANE 18TH FLOOR
NEW YORK,NY10038 		  PC GENERAL OPERATING FUND 75,000

DSA FRIENDS FOUNDATION

7111 MONTVIEW BLVD
DENVER,CO80220 		  PC GENERAL OPERATING FUND 10,000

MANU

3233 ABERFOYLE PL NW
WASHINGTON,DC20015 		  PC GENERAL OPERATING FUND 100,000

THE ARTS CAMPUS AT WILLITS

360 MARKET STREET
BASALT,CO81621 		  PC GENERAL OPERATING FUND 172,361

THE SHALOM FOUNDATION

PO BOX 1354
FRANKLIN,TN37065 		  PC GENERAL OPERATING FUND 15,000

VALLEY SETTLEMENT

520 SOUTH THIRD STREET SUITE 9
CARBONDALE,CO81623 		  PC GENERAL OPERATING FUND 100,000
Total .................................right arrow 3a 1,065,861
bApproved for future payment
Total ................................. right arrow 3b 0
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 .... 523000   14 480,823  
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 ..... 523000   18 25,545  
8 Gain or (loss) from sales of assets other than
inventory ............ 		523000   18 514,354  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,020,722 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,020,722
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
CATTO SHAW FOUNDATION
C/O WOODY CREEK MANAGEMENT GROUP
Employer identification number

46-5064265
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

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

527 political organization


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

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

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
CATTO SHAW FOUNDATION
C/O WOODY CREEK MANAGEMENT GROUP 		Employer identification number
46-5064265
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
CATTO CHARITABLE LEAD ANNUITY TRUST
 
250 STEELE STREET SUITE 375
 
DENVER, CO80206

$ 301,020


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
CATTO CHARITABLE LEAD UNITRUST
 
250 STEELE STREET SUITE 375
 
DENVER, CO80206

$ 104,097


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
CATTO SHAW FOUNDATION
C/O WOODY CREEK MANAGEMENT GROUP 		Employer identification number

46-5064265
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
CATTO SHAW FOUNDATION
C/O WOODY CREEK MANAGEMENT GROUP 		Employer identification number

46-5064265
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
CATTO SHAW FOUNDATION
 
C/O WOODY CREEK MANAGEMENT GROUP
EIN:
46-5064265
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 12,800 6,400   6,400

TY 2024 InvestmentsCorpBondsSchedule
Name:
CATTO SHAW FOUNDATION
 
C/O WOODY CREEK MANAGEMENT GROUP
EIN:
46-5064265
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBVIE INC 73,626 73,626
ALEXANDRIA REAL ESTATE E 4,922 4,922
AMAZON.COM INC 74,443 74,443
AMERICAN EXPRESS CO 4,980 4,980
AMGEN INC 4,741 4,741
AON CORP 4,455 4,455
ASTRAZENECA PLC 4,843 4,843
AT&T INC 68,470 68,470
BANK OF NY MELLON CORP 4,987 4,987
CAPITAL ONE FINANCIAL CO 4,725 4,725
CITIGROUP INC 73,479 73,479
CNH INDUSTRIAL CAP LLC 4,754 4,754
COMCAST CORP 74,235 74,235
CVS HEALTH CORP 73,637 73,637
DUKE ENERGY CAROLINAS 4,855 4,855
ENTERPRISE PRODUCTS OPER 67,052 67,052
EQUINOR ASA 5,529 5,529
EXELON CORP 4,918 4,918
FIFTH THIRD BANCORP 5,170 5,170
GILEAD SCIENCES INC 4,558 4,558
GOLDMAN SACHS GROUP INC 121,118 121,118
JPMORGAN CHASE & CO 100,223 100,223
LOWE'S COS INC 4,993 4,993
MASTERCARD INC 4,672 4,672
MERCK & CO INC 4,182 4,182
MORGAN STANLEY 51,575 51,575
NORTHROP GRUMMAN CORP 4,996 4,996
PFIZER INVESTMENT ENTER 6,802 6,802
PROGRESSIVE CORP 4,392 4,392
SHELL INTERNATIONAL FIN 63,856 63,856
STARBUCKS CORP 4,823 4,823
STATE STREET CORP 4,970 4,970
UNITEDHEALTH GROUP INC 69,285 69,285
US BANCORP 4,959 4,959
USD BANK NOVA SCOTIA 5,001 5,001
VERIZON COMMUNICATIONS 73,331 73,331
WALT DISNEY COMPANY/THE 4,446 4,446
WELLS FARGO & COMPANY 68,802 68,802
WESTERN ASSET SMASH 1,000,844 1,000,844
WESTERN ASSET SMSH SERES 1,228,700 1,228,700
USD CAN IMPERIAL BK 4,759 4,759
USD BANK OF MONTREAL 8,118 8,118
ANTHEM INC 5,837 5,837
MEDTRONIC GLOBAL HLDINGS 4,938 4,938
AMERICAN ELECTRIC POWER 5,861 5,861
REALTY INCOME CORP 3,975 3,975
PROLOGIS LP 4,098 4,098
PUBLIC SERVICE ELECTRIC 2,972 2,972
BLACKROCK FUNDING INC 4,938 4,938
TOTALENERGIES CAPITAL SA 4,978 4,978

TY 2024 InvestmentsCorpStockSchedule
Name:
CATTO SHAW FOUNDATION
 
C/O WOODY CREEK MANAGEMENT GROUP
EIN:
46-5064265
Name of Stock End of Year Book Value End of Year Fair Market Value
AAGIY 9,827 9,827
AAPL 889,992 889,992
ABBNY 13,427 13,427
ABBV 70,191 70,191
ABNB 19,974 19,974
ABT 49,655 49,655
ACCYY 1,812 1,812
ACGL 8,589 8,589
ACN 59,453 59,453
ACSAY 3,723 3,723
ADBE 54,696 54,696
ADDYY 5,358 5,358
ADI 20,396 20,396
ADM 10,508 10,508
ADP 34,249 34,249
ADRNY 4,432 4,432
ADSK 17,734 17,734
ADYEY 4,281 4,281
AEG 1,431 1,431
AEIS 27,751 27,751
AEP 12,728 12,728
AER 3,828 3,828
AES 6,075 6,075
AFL 18,619 18,619
AGESY 2,908 2,908
AHKSY 3,021 3,021
AIG 17,181 17,181
AIN 19,673 19,673
AIQUY 13,964 13,964
AJINY 3,010 3,010
AKAM 24,199 24,199
AKZOY 1,596 1,596
ALC 12,649 12,649
ALFVY 3,115 3,115
ALIZY 14,751 14,751
ALL 15,423 15,423
ALPMY 2,801 2,801
ALSMY 2,014 2,014
AMADY 3,809 3,809
AMAT 30,574 30,574
AMD 43,726 43,726
AME 18,387 18,387
AMGN 31,016 31,016
AMKBY 1,855 1,855
AMP 10,649 10,649
AMT 26,411 26,411
AMZN 508,985 508,985
ANET 17,685 17,685
ANSS 8,433 8,433
ANYYY 3,429 3,429
ANZGY 10,677 10,677
AON 17,958 17,958
AONNY 2,704 2,704
APD 27,554 27,554
APH 22,502 22,502
ARGX 4,920 4,920
ARKAY 2,123 2,123
ARZGY 4,685 4,685
ASAZY 5,801 5,801
ASBFY 2,603 2,603
ASGLY 1,844 1,844
ASHTY 3,667 3,667
ASML 45,050 45,050
ASXFY 4,231 4,231
ATDRY 1,485 1,485
ATEYY 5,291 5,291
ATLCY 3,474 3,474
ATLKY 6,309 6,309
AVGO 233,463 233,463
AVVIY 3,386 3,386
AXAHY 10,389 10,389
AXON 23,773 23,773
AXP 42,144 42,144
AZN 26,274 26,274
AZO 9,606 9,606
BALL 7,277 7,277
BASFY 5,920 5,920
BAX 4,782 4,782
BAYRY 3,104 3,104
BBVA 8,729 8,729
BCS 7,070 7,070
BDNNY 2,892 2,892
BDRFY 1,576 1,576
BDX 15,427 15,427
BEN 6,858 6,858
BG 5,521 5,521
BHP 20,167 20,167
BIIB 6,423 6,423
BIO 20,368 20,368
BK 22,588 22,588
BKNG 39,747 39,747
BKRIY 1,555 1,555
BLK 26,653 26,653
BMY 30,542 30,542
BNPQY 8,657 8,657
BNTGY 2,667 2,667
BOUYY 2,836 2,836
BR 8,591 8,591
BRDCY 3,490 3,490
BRKB 196,724 196,724
BSX 30,458 30,458
BTDPY 1,586 1,586
BUD 6,910 6,910
BX 27,760 27,760
BXBLY 4,099 4,099
BXP 7,213 7,213
BZLFY 3,654 3,654
C 47,091 47,091
CABGY 1,487 1,487
CAG 9,352 9,352
CAH 6,860 6,860
CAJPY 5,860 5,860
CAT 44,982 44,982
CB 38,129 38,129
CBRE 11,422 11,422
CBT 14,884 14,884
CCEP 3,380 3,380
CCHGY 2,920 2,920
CCI 15,248 15,248
CCL 7,177 7,177
CDNS 15,624 15,624
CEG 26,845 26,845
CF 12,286 12,286
CFG 8,883 8,883
CGEMY 4,966 4,966
CHEOY 3,494 3,494
CHGCY 4,108 4,108
CHKP 3,361 3,361
CHTR 10,283 10,283
CI 19,054 19,054
CJPRY 4,535 4,535
CKHUY 4,184 4,184
CL 19,818 19,818
CLLNY 1,372 1,372
CLPBY 1,205 1,205
CLPHY 1,673 1,673
CMCSA 38,168 38,168
CME 19,043 19,043
CMG 15,799 15,799
CMI 10,458 10,458
CMPGY 9,976 9,976
CMSQY 3,693 3,693
CMWAY 23,245 23,245
CNC 7,270 7,270
CNOB 11,157 11,157
CNP 8,250 8,250
CODYY 7,896 7,896
COF 18,724 18,724
COIHY 1,090 1,090
COR 8,313 8,313
COST 86,129 86,129
COVTY 1,274 1,274
CRARY 2,992 2,992
CRM 96,956 96,956
CRRFY 2,469 2,469
CRUS 20,414 20,414
CRZBY 1,973 1,973
CSCO 59,318 59,318
CSGP 6,228 6,228
CSLLY 11,908 11,908
CSX 20,717 20,717
CTSH 9,382 9,382
CTVA 17,487 17,487
CVS 15,756 15,756
CYBR 2,998 2,998
CZR 4,478 4,478
D 9,372 9,372
DANOY 6,923 6,923
DAR 17,687 17,687
DASTY 4,856 4,856
DB 5,933 5,933
DBOEY 6,558 6,558
DBSDY 9,091 9,091
DD 6,100 6,100
DE 31,777 31,777
DELHY 710 710
DENN 10,908 10,908
DEO 10,679 10,679
DFKCY 1,327 1,327
DFS 9,008 9,008
DG 5,232 5,232
DGII 18,047 18,047
DHI 8,249 8,249
DHLGY 5,060 5,060
DHR 29,382 29,382
DIFTY 2,887 2,887
DIOD 5,612 5,612
DIS 49,105 49,105
DKILY 4,298 4,298
DLR 8,866 8,866
DLTR 3,822 3,822
DNBBY 5,254 5,254
DNKEY 2,971 2,971
DNNGY 1,702 1,702
DNPLY 1,754 1,754
DNZOY 3,197 3,197
DOW 26,365 26,365
DPZ 4,617 4,617
DQJCY 1,413 1,413
DRI 9,148 9,148
DSCSY 3,321 3,321
DSDVY 6,266 6,266
DSEEY 1,547 1,547
DSNKY 5,949 5,949
DTE 8,211 8,211
DTEGY 13,074 13,074
DTRUY 3,024 3,024
DUK 33,938 33,938
DWAHY 7,368 7,368
DXCM 5,755 5,755
EA 13,460 13,460
EBAY 11,461 11,461
EBKDY 4,917 4,917
ED 11,689 11,689
EDNMY 1,685 1,685
EDPFY 4,344 4,344
EFX 6,881 6,881
EG 13,049 13,049
EGP 16,851 16,851
EJPRY 2,808 2,808
ELV 17,707 17,707
EMN 9,315 9,315
EMR 25,654 25,654
ENGIY 4,991 4,991
ENLAY 8,284 8,284
ENPH 3,571 3,571
ENS 21,074 21,074
ENTG 11,590 11,590
EONGY 3,841 3,841
EPOKY 2,535 2,535
EQIX 31,115 31,115
ERIC 3,941 3,941
ESAIY 1,085 1,085
ESLOY 9,654 9,654
ETN 46,462 46,462
EVVTY 2,305 2,305
EW 6,219 6,219
EXC 9,184 9,184
EXPE 6,894 6,894
EXPGY 5,726 5,726
EXR 6,582 6,582
F 11,662 11,662
FANUY 3,951 3,951
FAST 17,115 17,115
FBK 26,785 26,785
FCFS 15,851 15,851
FCPT 16,990 16,990
FCX 28,179 28,179
FDX 16,880 16,880
FELE 24,460 24,460
FI 35,127 35,127
FICO 11,946 11,946
FIS 7,431 7,431
FJTSY 4,917 4,917
FMC 4,958 4,958
FMS 1,449 1,449
FORM 17,996 17,996
FOXA 9,959 9,959
FRCOY 7,996 7,996
FSLR 5,287 5,287
FSNUY 2,765 2,765
FSUGY 4,778 4,778
FTNT 15,495 15,495
FTV 7,725 7,725
FUJHY 2,661 2,661
FUJIY 4,370 4,370
GBERY 3,603 3,603
GE 60,211 60,211
GEHC 7,036 7,036
GEN 6,215 6,215
GILD 27,157 27,157
GIS 11,861 11,861
GLBE 1,472 1,472
GLNCY 7,874 7,874
GM 21,095 21,095
GMAB 1,357 1,357
GMVHY 887 887
GNRC 4,807 4,807
GOOG 213,674 213,674
GOOGL 267,102 267,102
GPC 6,305 6,305
GPN 6,724 6,724
GRAB 1,812 1,812
GS 57,262 57,262
GSK 10,417 10,417
GVDNY 6,095 6,095
GWW 34,784 34,784
HALMY 2,740 2,740
HBAN 8,607 8,607
HCA 13,207 13,207
HCKT 21,412 21,412
HCMLY 7,181 7,181
HD 86,356 86,356
HEINY 3,680 3,680
HESAY 9,561 9,561
HIG 21,005 21,005
HKHHY 2,517 2,517
HKXCY 6,155 6,155
HLDCY 3,154 3,154
HLN 5,638 5,638
HLT 22,244 22,244
HMC 6,252 6,252
HMN 7,493 7,493
HOCPY 5,828 5,828
HOLX 6,993 6,993
HON 60,990 60,990
HPE 5,829 5,829
HPQ 7,603 7,603
HSBC 24,038 24,038
HST 7,481 7,481
HSY 6,774 6,774
HTHIY 15,679 15,679
HUBB 8,378 8,378
HUM 5,328 5,328
HVRRY 1,703 1,703
HWM 31,936 31,936
HXGBY 3,313 3,313
HXL 18,246 18,246
HZO, INC 150,000 150,000
IBDRY 13,013 13,013
IBM 45,505 45,505
ICE 27,120 27,120
ICL 2,351 2,351
IDEXY 7,883 7,883
IDXX 5,375 5,375
IFJPY 2,418 2,418
IFNNY 5,319 5,319
IHG 3,123 3,123
IKTSY 1,609 1,609
INCY 6,009 6,009
ING 6,425 6,425
INTC 19,328 19,328
INTU 51,537 51,537
IQV 6,092 6,092
IR 8,051 8,051
ISNPY 8,259 8,259
ISRG 54,284 54,284
IT 8,720 8,720
ITOCY 8,969 8,969
ITW 20,792 20,792
IX 4,037 4,037
J 23,651 23,651
JACK 13,242 13,242
JBAXY 2,756 2,756
JHX 2,588 2,588
JMHLY 2,212 2,212
JNJ 90,821 90,821
JNPR 8,276 8,276
JPM 169,475 169,475
JPXGY 2,518 2,518
JRONY 2,285 2,285
JSAIY 2,814 2,814
K 8,421 8,421
KAOOY 2,812 2,812
KBCSY 3,780 3,780
KDDIY 7,007 7,007
KDP 15,418 15,418
KE 14,497 14,497
KGFHY 1,955 1,955
KHC 13,574 13,574
KHNGY 2,661 2,661
KLAC 22,684 22,684
KMTUY 4,098 4,098
KNBWY 3,011 3,011
KNRRY 1,354 1,354
KNYJY 3,456 3,456
KO 77,514 77,514
KR 39,992 39,992
KRYAY 1,899 1,899
KUBTY 3,006 3,006
KVUE 7,046 7,046
KYOCY 3,456 3,456
L 31,759 31,759
LEN 9,273 9,273
LFUS 15,553 15,553
LGGNY 1,840 1,840
LGRDY 5,349 5,349
LIN 71,174 71,174
LKQ 5,880 5,880
LLY 150,540 150,540
LNSTY 9,494 9,494
LOGI 2,635 2,635
LOW 30,356 30,356
LRCX 21,308 21,308
LRLCY 10,984 10,984
LSRCY 1,282 1,282
LULU 6,883 6,883
LVMUY 22,871 22,871
LVS 5,496 5,496
LXFR 16,860 16,860
LYB 30,748 30,748
LYG 6,879 6,879
LZAGY 5,408 5,408
MA 111,106 111,106
MAA 7,419 7,419
MAR 14,226 14,226
MARUY 3,608 3,608
MBGYY 5,625 5,625
MCD 48,122 48,122
MCHP 4,301 4,301
MCK 13,678 13,678
MCO 11,361 11,361
MDLZ 19,830 19,830
MDT 24,923 24,923
MET 19,160 19,160
META 325,544 325,544
MFG 8,020 8,020
MGM 5,648 5,648
MHGVY 3,071 3,071
MIELY 5,151 5,151
MITEY 4,256 4,256
MITSY 7,913 7,913
MKKGY 2,920 2,920
MKTAY 2,382 2,382
MMC 34,623 34,623
MMM 17,556 17,556
MNDY 1,413 1,413
MNST 19,027 19,027
MOGA 24,999 24,999
MONDY 1,177 1,177
MONOY 1,060 1,060
MOS 10,963 10,963
MPWR 13,609 13,609
MQBKY 9,423 9,423
MRAAY 4,123 4,123
MRK 66,055 66,055
MRNA 2,245 2,245
MSADY 3,940 3,940
MSCI 7,800 7,800
MSFT 758,279 758,279
MSI 17,565 17,565
MT 2,961 2,961
MTB 8,836 8,836
MTCH 5,070 5,070
MTH 15,228 15,228
MTSFY 5,080 5,080
MTUAY 2,817 2,817
MU 19,862 19,862
MUFG 15,529 15,529
MURGY 9,218 9,218
NABZY 13,167 13,167
NCBDY 2,563 2,563
NCLH 5,403 5,403
NDEKY 2,770 2,770
NEE 33,121 33,121
NEM 21,215 21,215
NEXOY 923 923
NFLX 108,741 108,741
NGG 8,378 8,378
NGLOY 5,472 5,472
NHYDY 3,938 3,938
NI 11,653 11,653
NICE 2,038 2,038
NJDCY 1,918 1,918
NKE 15,891 15,891
NMR 3,057 3,057
NNGRY 3,101 3,101
NOK 3,438 3,438
NOW 49,826 49,826
NPNYY 2,625 2,625
NPSCY 5,237 5,237
NRDBY 5,293 5,293
NRG 5,233 5,233
NRILY 2,585 2,585
NSANY 1,307 1,307
NSC 9,388 9,388
NSP 14,262 14,262
NSRGY 28,513 28,513
NTDOY 9,480 9,480
NTRS 7,893 7,893
NTTYY 3,495 3,495
NUE 19,957 19,957
NVDA 803,323 803,323
NVO 37,333 37,333
NVS 24,717 24,717
NVZMY 2,940 2,940
NWG 5,410 5,410
NXPI 12,471 12,471
O 25,156 25,156
OLCLY 3,931 3,931
OLYMY 2,292 2,292
OMRNY 1,007 1,007
ON 4,603 4,603
OPHLY 1,302 1,302
ORCL 63,157 63,157
ORKLY 4,183 4,183
ORLY 16,601 16,601
OTIS 10,558 10,558
OTSKY 3,588 3,588
OVCHY 5,222 5,222
OXM 15,205 15,205
PANDY 1,581 1,581
PANW 39,303 39,303
PAYC 5,534 5,534
PAYX 9,815 9,815
PCAR 18,099 18,099
PCG 18,767 18,767
PEB 10,745 10,745
PEG 9,294 9,294
PENN 16,629 16,629
PEP 68,883 68,883
PFE 43,748 43,748
PG 76,281 76,281
PGINX 486,576 486,576
PGR 36,421 36,421
PH 34,346 34,346
PHG 2,431 2,431
PLD 20,189 20,189
PNC 22,178 22,178
PODD 5,482 5,482
PPRUY 2,660 2,660
PRNDY 3,844 3,844
PROSY 6,963 6,963
PRU 17,661 17,661
PRYMY 4,312 4,312
PSA 9,283 9,283
PSMMY 1,680 1,680
PSO 3,288 3,288
PUBGY 4,616 4,616
PUK 3,507 3,507
PWR 38,874 38,874
PYPL 33,286 33,286
PZZA 13,676 13,676
QBIEY 4,882 4,882
QCOM 38,559 38,559
RACE 6,797 6,797
RBGLY 6,070 6,070
RCL 16,610 16,610
RCRUY 12,238 12,238
RDEIY 1,910 1,910
REGN 14,959 14,959
RELX 11,446 11,446
RHHBY 24,939 24,939
RIO 9,998 9,998
RJF 27,649 27,649
RMD 6,861 6,861
RNECY 3,226 3,226
RNLSY 2,582 2,582
ROK 8,859 8,859
ROP 18,715 18,715
RSG 12,071 12,071
RTO 1,924 1,924
RWEOY 2,769 2,769
RYCEY 8,793 8,793
SAN 10,023 10,023
SANM 28,074 28,074
SAP 33,731 33,731
SAUHY 2,291 2,291
SAXPY 3,441 3,441
SBAC 12,228 12,228
SBGSY 19,459 19,459
SBUX 26,554 26,554
SCBFY 4,192 4,192
SCGLY 3,028 3,028
SCHW 25,459 25,459
SCHYY 1,239 1,239
SCMWY 3,137 3,137
SCS 11,974 11,974
SDVKY 4,887 4,887
SDXAY 2,107 2,107
SDZNY 2,794 2,794
SE 5,517 5,517
SEKEY 1,656 1,656
SFTBY 6,254 6,254
SGAPY 3,425 3,425
SGIOY 1,510 1,510
SGPYY 3,181 3,181
SHECY 7,979 7,979
SHW 19,036 19,036
SIEGY 18,659 18,659
SJM 7,048 7,048
SKFRY 2,590 2,590
SKHHY 2,902 2,902
SKHSY 3,443 3,443
SKLTY 2,143 2,143
SMCAY 3,663 3,663
SMFG 11,186 11,186
SMGZY 3,848 3,848
SMMNY 1,658 1,658
SMMYY 1,347 1,347
SMNNY 1,659 1,659
SNA 10,184 10,184
SNMRY 2,037 2,037
SNN 2,507 2,507
SNPS 14,561 14,561
SNY 14,710 14,710
SO 22,885 22,885
SOBKY 3,812 3,812
SOMLY 2,095 2,095
SONVY 1,821 1,821
SONY 16,928 16,928
SOUHY 3,304 3,304
SPG 10,505 10,505
SPGI 51,795 51,795
SPXCY 2,366 2,366
SRE 13,597 13,597
SSDOY 832 832
SSEZY 3,528 3,528
SSMXY 1,133 1,133
SSREY 7,181 7,181
SSUMY 4,621 4,621
STBFY 1,728 1,728
STLA 3,941 3,941
STLD 13,232 13,232
STM 2,397 2,397
STRNY 1,620 1,620
STT 9,717 9,717
STZ 16,354 16,354
SUHJY 5,221 5,221
SUTNY 2,674 2,674
SVNDY 5,199 5,199
SVNLY 2,831 2,831
SWDBY 2,883 2,883
SWGAY 1,151 1,151
SWRAY 2,882 2,882
SXYAY 5,237 5,237
SYF 16,770 16,770
SYIEY 2,430 2,430
SYK 33,845 33,845
SYY 17,280 17,280
SZKMY 2,972 2,972
SZLMY 3,603 3,603
T 52,872 52,872
TAK 5,561 5,561
TAP 7,280 7,280
TDG 44,355 44,355
TDHOY 1,799 1,799
TEF 2,332 2,332
TEL 9,150 9,150
TELNY 3,075 3,075
TEVA 4,099 4,099
TEZNY 3,060 3,060
TFC 7,852 7,852
TFIN 17,267 17,267
TGOPY 8,746 8,746
TGT 23,792 23,792
TJX 25,008 25,008
TKOMY 9,077 9,077
TLGPY 5,783 5,783
TLPFY 727 727
TLSNY 1,381 1,381
TLTZY 1,000 1,000
TM 26,078 26,078
TMICY 1,351 1,351
TMO 53,584 53,584
TMSNY 1,120 1,120
TMUS 34,875 34,875
TOELY 9,512 9,512
TRUMY 3,549 3,549
TRV 19,271 19,271
TRYIY 2,956 2,956
TSBHX 443,422 443,422
TSCDY 7,459 7,459
TSLA 266,131 266,131
TSRYY 2,572 2,572
TTDKY 4,238 4,238
TTGT 10,980 10,980
TTNDY 2,952 2,952
TTWO 7,363 7,363
TXN 38,252 38,252
TYIDY 2,760 2,760
UBER 37,338 37,338
UBS 13,856 13,856
UCBJY 4,152 4,152
UFCS 10,640 10,640
UL 18,371 18,371
ULTA 6,959 6,959
UNCRY 8,751 8,751
UNH 124,442 124,442
UNP 46,064 46,064
UOVEY 5,441 5,441
UPMMY 1,768 1,768
UPS 19,419 19,419
URI 12,680 12,680
USB 21,523 21,523
UUGRY 2,841 2,841
V 160,864 160,864
VCISY 8,393 8,393
VEOEY 3,372 3,372
VIAV 22,654 22,654
VIVHY 1,064 1,064
VLTO 6,518 6,518
VLVLY 6,231 6,231
VOD 3,617 3,617
VONOY 5,057 5,057
VRSK 18,178 18,178
VRSN 11,590 11,590
VRTX 23,759 23,759
VTRS 7,719 7,719
VWAPY 3,885 3,885
VWDRY 2,836 2,836
VZ 42,669 42,669
WBA 3,163 3,163
WBD 5,761 5,761
WDAY 12,127 12,127
WEC 11,849 11,849
WELL 9,200 9,200
WFAFY 8,910 8,910
WFC 62,795 62,795
WHGLY 1,554 1,554
WIX 1,716 1,716
WJRYY 2,242 2,242
WM 20,986 20,986
WMT 82,670 82,670
WPP 2,262 2,262
WSBC 16,921 16,921
WSFS 25,184 25,184
WTBDY 1,516 1,516
WTKWY 3,962 3,962
WY 7,319 7,319
WYNN 5,256 5,256
YAHOY 1,171 1,171
YARIY 2,681 2,681
YUM 9,123 9,123
ZBH 6,972 6,972
ZTS 25,091 25,091
ZURVY 12,351 12,351
A 6,717 6,717
AEE 11,856 11,856
ATO 11,559 11,559
BBY 4,547 4,547
CBOE 7,816 7,816
CDW 3,829 3,829
CINF 7,185 7,185
CTAS 10,231 10,231
CPRT 10,043 10,043
GLW 8,981 8,981
CPAY 6,092 6,092
CRWD 16,424 16,424
DELL 8,297 8,297
ETR 13,648 13,648
FITB 5,623 5,623
FOX 8,965 8,965
GEV 23,683 23,683
GDDY 10,855 10,855
JCI 6,157 6,157
KKR 19,524 19,524
LYV 6,345 6,345
MOH 4,948 4,948
PLTR 32,748 32,748
PTC 8,090 8,090
PHM 6,752 6,752
STX 5,783 5,783
SOLV 5,351 5,351
SMCI 3,840 3,840
TSCO 6,633 6,633
TT 5,540 5,540
TYL 6,343 6,343
TSN 6,146 6,146
UHS 4,485 4,485
VICI 13,349 13,349
VST 9,099 9,099
WAB 8,532 8,532
WDC 3,995 3,995
XEL 9,655 9,655
ICLR 2,936 2,936
TSM 13,034 13,034
HELE 13,103 13,103
STBA 17,887 17,887
VREX 14,823 14,823
AMIGY 2,108 2,108
ASCCY 2,008 2,008
BMWKY 2,786 2,786
BVVBY 1,507 1,507
CCOEY 1,298 1,298
MGDDY 3,147 3,147
DVCMY 1,169 1,169
DSFIY 3,115 3,115
ELEZY 2,168 2,168
GXYYY 2,057 2,057
HDLMY 2,091 2,091
IMCDY 1,485 1,485
ISUZY 1,193 1,193
KGSPY 1,237 1,237
MAKSY 1,245 1,245
MHVIY 6,044 6,044
MSLOY 2,605 2,605
MONRY 1,379 1,379
NTDTY 1,617 1,617
ORANY 3,287 3,287
PCRHY 3,823 3,823
RXEEY 1,532 1,532
SOAGY 896 896
SGSOY 1,657 1,657
SMNEY 4,707 4,707
SKBSY 3,142 3,142
SMPNY 3,807 3,807
SPXSY 2,330 2,330
SPOT 8,948 8,948
SMTOY 1,659 1,659
TOTDY 1,003 1,003
UNVGY 3,139 3,139
VACNY 1,846 1,846
WLMIY 2,762 2,762

TY 2024 InvestmentsGovtObligationsSch
Name:
CATTO SHAW FOUNDATION
 
C/O WOODY CREEK MANAGEMENT GROUP
EIN:
46-5064265
US Government Securities - End of Year Book Value:

1,560,775
US Government Securities - End of Year Fair Market Value:

1,560,775
State & Local Government Securities - End of Year Book Value:


105,036
State & Local Government Securities - End of Year Fair Market Value:


105,036


TY 2024 InvestmentsOtherSchedule2
Name:
CATTO SHAW FOUNDATION
 
C/O WOODY CREEK MANAGEMENT GROUP
EIN:
46-5064265
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BLACKHORN CYTOVALE AT COST 295,702 295,702
BLACKSTAR AT COST 292,268 292,268
SVB CREDIT INVEST VII AT COST 1,638,914 1,638,914

TY 2024 OtherAssetsSchedule
Name:
CATTO SHAW FOUNDATION
 
C/O WOODY CREEK MANAGEMENT GROUP
EIN:
46-5064265
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
COST ADJUSTMENTS 51,212 6,839 6,839


TY 2024 OtherExpensesSchedule
Name:
CATTO SHAW FOUNDATION
 
C/O WOODY CREEK MANAGEMENT GROUP
EIN:
46-5064265
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
WEBSITE HOSTING 1,821 0   1,821
BANK FEES 820 820   0
OTHER PARTNERSHIP DEDUCTIONS/LOSSES 26,700 26,700   0


TY 2024 OtherIncomeSchedule2
Name:
CATTO SHAW FOUNDATION
 
C/O WOODY CREEK MANAGEMENT GROUP
EIN:
46-5064265
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MISCELLANEOUS INCOME 25,545 10,572 25,545


TY 2024 OtherIncreasesSchedule
Name:
CATTO SHAW FOUNDATION
 
C/O WOODY CREEK MANAGEMENT GROUP
EIN:
46-5064265
Description Amount
UNREALIZED GAIN 1,762,082


TY 2024 OtherProfessionalFeesSchedule
Name:
CATTO SHAW FOUNDATION
 
C/O WOODY CREEK MANAGEMENT GROUP
EIN:
46-5064265
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 115,591 115,591   0
FAMILY OFFICE FEES 76,006 38,003   38,003


TY 2024 TaxesSchedule
Name:
CATTO SHAW FOUNDATION
 
C/O WOODY CREEK MANAGEMENT GROUP
EIN:
46-5064265
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAXES 11,050 0   0
FOREIGN TAXES 8,295 8,295   0
FOREIGN TAXES FROM K1 977 977   0
STATE TAXES 283 0   0