Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE WREDE FOUNDATION
C/O N DOOLITTLE
Number and street (or P.O. box number if mail is not delivered to street address)30 S 17TH STREET 820
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHILADELPHIA, PA19103
A Employer identification number

27-0501868
B Telephone number (see instructions)

(267) 369-3342
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$1,997,197J 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 860 860  
4 Dividends and interest from securities... 39,025 39,025  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 44,808
b Gross sales price for all assets on line 6a 500,052
7 Capital gain net income (from Part IV, line 2)... 44,808
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).......      
12 Total. Add lines 1 through 11........ 84,693 84,693  
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
2,950 885   2,065
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
14,930 14,930   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
465 465   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 18,345 16,280   2,065
25 Contributions, gifts, grants paid....... 80,000 80,000
26 Total expenses and disbursements. Add lines 24 and 25 98,345 16,280   82,065
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -13,652
b Net investment income (if negative, enter -0-) 68,413
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......... 34,620 397,090 397,086
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.......... 1,686 1,395 1,395
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 769,358 Click to see attachment
List of Attached Documents:
// Content
721,306 		1,103,669
c Investments—corporate bonds (attach schedule)....... 335,580 Click to see attachment
List of Attached Documents:
// Content
321,960 		317,691
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).......... 467,708 Click to see attachment
List of Attached Documents:
// Content
153,549 		177,356
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) 1,608,952 1,595,300 1,997,197
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,608,952 1,595,300
29 Total net assets or fund balances (see instructions)..... 1,608,952 1,595,300
30 Total liabilities and net assets/fund balances (see instructions). 1,608,952 1,595,300
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
1,608,952
2
Enter amount from Part I, line 27a .....................
2
-13,652
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,595,300
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
1,595,300
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 IMPACT WORLD EQUITY FUND, LP P 2021-01-01 2023-12-31
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 447,125   455,244 -8,119
b 38,937     38,937
c 13,990     13,990
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -8,119
b       38,937
c       13,990
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 44,808
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) 1 951
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........................... 3 951
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- ..... 5 951
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,395
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,395
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 10 444
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow444 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 arrow
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowTIEDEMANN ABP Telephone no.right arrow (212) 396-5900

Located atright arrow520 MADISON AVE 26TH FLOORNEW YORKNY ZIP+4right arrow10022
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
 
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
NANCY Q PETERSMEYER TRUSTEE
1.00 		0 0 0
C/O N DOOLITTLE 30 S 17TH ST STE
820
PHILADELPHIA,PA19103
NADINE DOOLITTLE TRUSTEE
1.00 		0 0 0
30 S 17TH ST STE 820
PHILADELPHIA,PA19103
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 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
1,606,146
b
Average of monthly cash balances.......................
1b
34,411
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,640,557
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
1,640,557
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
24,608
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,615,949
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
80,797
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
80,797
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
951
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
951
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
79,846
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
79,846
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
79,846
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
82,065
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
82,065
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 79,846
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 69,043
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$ 82,065
a Applied to 2023, but not more than line 2a 69,043
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..... 13,022
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 .......... 		66,824
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).)
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

HEALTHY NETWORKS

PO BOX 431
PILGRIM GDN,PA19026 		N/A PC GENERAL 15,000

MERCY FOR ANIMALS

8033 SUNSET BLVD STE 864
LOS ANGELES,CA90046 		N/A PC GENERAL 20,000

WHYY INC

150 N 6TH STREET
PHILADELPHIA,PA19106 		N/A PC GENERAL 15,000

CHESHIRE LAW GROUP

5275 GERMANTOWN AVE
PHILADELPHIA,PA19144 		N/A PC GENERAL 5,000

THE MIQUON SCHOOL

2025 HARTS LN
CONSHOHOCKEN,PA19428 		N/A PC GENERAL 25,000
Total .................................right arrow 3a 80,000
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 ........... 		    14 860  
4 Dividends and interest from securities ....     14 39,025  
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 44,808  
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 84,693 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
84,693
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE WREDE FOUNDATION
 
C/O N DOOLITTLE
EIN:
27-0501868
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 2,950 885   2,065

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE WREDE FOUNDATION
 
C/O N DOOLITTLE
EIN:
27-0501868
Name of Bond End of Year Book Value End of Year Fair Market Value
PIMCO FUND INSTITUITIONAL FUND 100,000 100,051
VANGUARD INFLATION PROCTED SEC ADM 31,960 29,230
VANGUARD TOTAL BOND MARKET INDEX ADMIRAL 190,000 188,410

TY 2024 InvestmentsCorpStockSchedule
Name:
THE WREDE FOUNDATION
 
C/O N DOOLITTLE
EIN:
27-0501868
Name of Stock End of Year Book Value End of Year Fair Market Value
3M CO 1,348 1,291
ABBOTT LABORATORIES 3,490 3,620
ABBVIE INC COM USD0.01 2,448 4,620
ACCENTURE 2,430 3,518
ADOBE SYSTEMS INCORPORATED COM 3,615 3,113
ADVANCED MICRO DEVICES INC 1,897 2,899
AFLAC INC COM 408 1,138
AGILENT TECHNOLOGIES INC COM USD0.01 400 537
AIR PRODUCTS AND CHEMICALS INC 1,211 1,160
AIRBNB INC 743 788
AKRE FOCUS FUND INSTL 80,000 118,028
ALLSTATE CORP COM USD0.01 377 771
ALPHABET INC CAP STK CL A 7,136 16,469
ALPHABET INC CAP STK CL C 5,920 13,712
AMAZON.COM INC 21,945 30,276
AMERICAN ELEC PWR CO INC COM 902 830
AMERICAN EXPRESS CO COM USD0.20 1,025 2,968
AMERICAN INTERNATIONAL GROUP 352 874
AMERICAN WATER WORKS COMPANY INC 282 249
AMERIPRISE FINANCIAL INC COM USD0.01 318 1,065
AMETEK INC COM 1,069 1,442
AMGEN INC 2,025 2,085
AMPHENOL CORP CLASS A COM USD0.001 737 1,528
ANALOG DEVICES INC COM USD0.16 2/3 1,174 1,912
ANSYS INC COM USD0.01 337 337
AON PLC SHS CL A COM 800 1,437
APOLLO GLOBAL MGMT INC COM 684 661
APPLE INC 27,707 55,593
APPLIED MATERIALS INC COM USD0.01 883 2,277
APTIV PLC COM 349 242
ARCH CAPITAL GROUP COM STK 663 646
ARCHER-DANIELS-MIDLA ND CO 578 455
ARISTA NETWORKS INC COM USD0.0001 222 1,768
ARTHUR J. GALLAGHER & CO. 690 1,419
AT&T INC COM USD1 2,619 2,596
ATMOS ENERGY CORP COM NPV 638 836
AUTODESK INC 742 887
AUTOMATIC DATA PROCESSING INC COM 1,423 2,635
AXON ENTERPRISE INC 581 1,783
BAKER HUGHES COMPANY CL A 342 779
BALL CORP COM NPV 1,509 1,103
BANK AMERICA CORP COM 3,393 5,670
BANK OF NEW YORK MELLON CORP COM 601 1,229
BECTON DICKINSON &CO COM USD1.00 1,432 1,361
BIOGEN INC COM USD0.0005 563 306
BLACKROCK INC COM USD0.01 1,803 3,075
BLACKSTONE INC 1,158 1,897
BOOKING HOLDINGS INC COM 1,945 4,968
BOSTON SCIENTIFIC CORP 1,259 2,501
BRISTOL-MYERS SQUIBB CO COM 1,871 1,697
BROADCOM INC COM 2,544 15,765
BROWN-FORMAN CORP COM USD0.15 T CLASS B 2,100 1,367
CADENCE DESIGN SYSTEMS INC COM 647 1,202
CAMPBELL SOUP CO CAP USD0.0375 209 168
CAPITAL ONE FINANCIAL CORP COM 427 1,070
CARDINAL HEALTH INC COM 202 473
CARNIVAL CORP COM 393 374
CARRIER GLOBAL CORPORATION COM 505 819
CATERPILLAR INC COM 2,707 2,902
CBOE GLOBAL MARKETS INC 417 391
CBRE GROUP INC COM USD0.01 CLASS A 191 525
CENCORA INC 293 674
CENTENE CORP 520 485
CHARTER COMMUNICATIONS INC 1,231 686
CHEVRON CORP NEW COM 4,026 5,359
CHIPOTLE MEXICAN GRILL INC 1,271 1,327
CHUBB LIMITED COM NPV 1,358 2,763
CHURCH &DWIGHT CO INC COM 2,323 2,513
CIGNA CORP NEW COM 725 1,105
CINCINNATI FINANCIAL CORP COM 241 431
CINTAS CORP 673 731
CISCO SYSTEMS INC 2,785 3,907
CITIGROUP INC 1,568 2,112
CLOROX CO COM 821 974
CME GROUP INC COM 1,062 1,393
CMS ENERGY CORP COM 687 800
COGNIZANT TECHNOLOGY SOLUTIONS T CORP COM 609 692
COMCAST CORP 2,807 2,364
CONAGRA BRANDS INC 752 666
CONOCOPHILLIPS COM 4,535 3,570
CONSOLIDATED EDISON INC COM 780 982
CONSTELLATION BRANDS INC COM 2,804 2,873
CONSTELLATION ENERGY CORP 162 1,119
COPART INC COM 584 918
CORNING INC 425 618
COSTAR 513 430
CROWDSTRIKE HLDGS INC CL A 1,111 1,026
CSX CORP COM USD1 1,387 1,743
CUMMINS INC 417 697
CVS HEALTH CORPORATION COM 1,148 808
DANAHER CORPORATION COM 2,325 2,755
DEERE & CO 840 1,695
DELL TECHNOLOGIES INC CL C 382 346
DELTA AIR LINES INC 459 847
DEVON ENERGY CORP NEW 1,683 1,113
DEXCOM INC 533 389
DISCOVER FINANCIAL SERVICES 163 520
DISNEY WALT CO COM 4,032 3,341
DOLLAR GEN CORP NEW COM 882 379
DOLLAR TREE INC 634 450
DOMINION ENERGY INC 1,716 1,185
DOVER CORP COM 639 938
DOW INC COM 802 682
DR HORTON INC COM 359 699
DTE ENERGY CO 794 966
DUKE ENERGY CORP NEW COM NEW 2,554 2,801
DUPONT DE NEMOURS INC 586 610
EATON CORPORATION PLC 828 2,655
EBAY INC. COM 489 558
ECOLAB INC 1,247 1,406
EDISON INTERNATIONAL 645 958
EDWARDS LIFESCIENCES CORP 591 518
ELECTRONIC ARTS INC 570 585
ELEVANCE HEALTH INC COM 1,109 1,476
ELI LILLY AND CO 1,621 8,492
EMERSON ELECTRIC CO 777 1,363
EPAM SYS INC COM 250 234
EQUIFAX INC COM 337 510
ESTEE LAUDER COMPANIES INC COM 1,137 375
EVEREST RE GROUP LTD 222 362
EVERSOURCE ENERGY 1,102 747
EXELON CORP COM NPV 551 790
EXPEDITORS INTERNATIONAL OF 267 332
FASTENAL COM STK 518 719
FEDEX CORP COM 965 1,125
FIDELITY NATL INFORMATION SERVICES 1,067 565
FIRST SOLAR INC 294 352
FISERV INC 901 1,849
FORD MTR CO DEL COM 319 455
FORTINET INC COM 209 756
FORTIVE CORP COM 593 675
GARMIN LTD COM 374 619
GARTNER INC COM 533 484
GE HEALTHCARE TECHNOLOGIES INC 443 469
GENERAL MILLS INC COM 1,936 1,658
GENERAL MTRS CO COM 540 959
GILEAD SCIENCES INC COM 1,175 1,663
GLOBAL PAYMENTS INC 709 448
GOLDMAN SACHS GROUP INC COM 1,039 2,863
GRAINGER W W INC COM 366 1,054
HALLIBURTON CO COM 329 489
HARDING LOEVNER INTL EQUITY PORT INSTL 117,238 198,434
HARTFORD FINANCIAL SERVICES GRP INC 249 656
HCA HEALTHCARE INC 272 600
HERSHEY COMPANY COM 672 677
HESS CORPORATION 1,523 1,330
HEWLETT PACKARD ENTERPRISE CO COM 206 448
HILTON WORLDWIDE HLDGS INC 92 247
HOME DEPOT INC 4,581 6,224
HOWMET AEROSPACE INC COM 440 2,734
HP INC COM 337 555
HUBBELL INC COM 452 419
HUMANA INC 408 254
HUNT J.B. TRANSPORT SERVICES INC COM 284 341
IDEX CORP COM 545 628
IDEXX LABORATORIES INC COM 384 413
ILLINOIS TOOL WORKS INC COM 1,525 1,775
INGERSOLL RAND INC 325 724
INTEL CORP COM 3,392 1,363
INTERCONTINENTAL EXCHANGE INC COM 1,073 1,490
INTERNATIONAL BUS MACH CORP COM 1,794 3,297
INTERNATIONAL FLAVORS &FRAGRANCES 249 169
INTERNATIONAL PAPER CO COM 386 484
INTUIT INC 1,384 2,514
INTUITIVE SURGICAL INC 1,212 2,610
IQVIA HLDGS INC 322 393
JACOBS SOLUTIONS INC COM 952 1,336
JOHNSON &JOHNSON COM 6,760 6,363
JOHNSON CONTROLS INTERNATIONAL PLC 655 1,105
JPMORGAN CHASE & CO 4,615 10,787
KELLANOVA COM 493 648
KENVUE INC 1,016 1,025
KEURIG DR PEPPER INC 2,947 2,698
KIMBERLY-CLARK CORP 3,216 3,145
KINDER MORGAN INC 864 1,507
KKR &CO INC COM 1,145 1,479
KLA CORP COM NEW 417 1,260
KRAFT HEINZ CO 1,041 983
KROGER CO COM 881 1,345
LAM RESEARCH CORP COM 702 1,445
LENNAR CORP COM 880 818
LINDE PLC COM 2,536 4,187
LOWES COMPANIES INC COM 1,159 1,728
LULULEMON ATHLETICA INC 491 382
MARATHON PETROLEUM CORP 185 698
MARRIOTT INTERNATIONAL 425 1,116
MARSH &MCLENNAN COMPANIES 1,400 2,337
MARTIN MARIETTA MATERIALS INC 207 517
MASTERCARD INCORPORATED 4,760 6,845
MATTHEWS EMERG MKT SUSTAIN FUTURE INSTL 80,000 76,536
MCCORMICK &COMPANY INC 730 610
MCDONALD S CORP 2,574 3,479
MCKESSON CORP 308 1,140
MEDTRONIC PLC 1,999 1,518
MERCK &CO. INC COM 3,368 4,079
META PLATFORMS INC CLASS A COMMON CORPORATE STOCK 9,397 18,736
METLIFE INC COM 434 901
MICROCHIP TECHNOLOGY INC. 419 401
MICRON TECHNOLOGY INC 731 1,347
MICROSOFT CORP 24,951 45,944
MODERNA INC COM 1,988 249
MOLSON COORS BEVERAGE 951 1,146
MONOLITHIC POWER SYSTEMS INC 831 592
MONSTER BEVERAGE CORP NEW COM 2,523 2,733
MOODYS CORP COM 589 947
MORGAN STANLEY COM 950 2,263
MOTOROLA SOLUTIONS INC 307 924
MSCI INC 374 600
NASDAQ INC COM 264 464
NETFLIX INC 2,805 5,348
NEWMONT CORP COM 1,691 1,042
NEXTERA ENERGY INC 2,516 2,581
NIKE INC CLASS B COM 2,358 1,589
NORTHERN TRUST CORP COM 336 410
NVIDIA CORPORATION COM 4,694 47,942
NXP SEMICONDUCTORS NV 632 624
OCCIDENTAL PETE CORP 1,064 889
OLD DOMINION FREIGHT LINE INC COM 424 529
OMNICOM GROUP INC COM 220 344
ON SEMICONDUCTOR CORP COM 284 378
ONEOK INC 900 1,205
ORACLE CORP 1,389 3,999
OREILLY AUTOMOTIVE INC COM 463 1,186
OTIS WORLDWIDE CORP 535 741
PACCAR INC COM 577 1,040
PACKAGING CORP OF AMERICA 205 450
PALANTIR TECHNOLOGIES INC CL 1,194 2,118
PALO ALTO NETWORKS INC 1,284 1,820
PARKER-HANNIFIN CORP 1,263 3,816
PAYCHEX INC COM 513 841
PAYPAL HLDGS INC 2,818 1,280
PFIZER INC 3,153 2,335
PG&E CORP COM NPV 736 827
PHILLIPS 66 COM 556 1,025
PNC FINANCIAL SERVICES GROUP 869 1,350
PPG INDUSTRIES INC COM 656 597
PROGRESSIVE CORP 843 2,156
PRUDENTIAL FINANCIAL INC 487 830
PUBLIC SVC ENTERPRISE GRP INC 758 1,183
QUALCOMM INC 1,891 2,458
QUANTA SERVICES COM 103 632
QUEST DIAGNOSTICS INC 222 302
RAYMOND JAMES FINL INC 153 466
REGENERON PHARMACEUTICALS INC 1,205 1,425
REPUBLIC SERVICES INC 371 805
RESMED INC 360 457
ROCKWELL AUTOMATION INC COM 467 572
ROPER TECHNOLOGIES INC 860 1,040
ROSS STORES INC 563 908
ROYAL CARIBBEAN GROUP COM 368 692
S&P GLOBAL INC COM 2,183 2,988
SALESFORCE INC COM 4,187 5,349
SCHLUMBERGER LIMITED COM 716 1,150
SCHWAB CHARLES CORP 998 1,776
SEMPRA COM 960 1,316
SERVICENOW INC COM 1,464 3,180
SHERWIN-WILLIAMS CO 1,067 1,360
SMUCKER J M CO COM 357 330
STARBUCKS CORP COM 1,554 1,643
STRYKER CORPORATION COM 1,329 2,160
SUPER MICRO COMPUTER INC COM NEW 953 305
SYNCHRONY FINANCIAL 206 520
SYNOPSYS INC 439 971
SYSCO CORP 1,295 1,453
TAKE-TWO INTERACTIVE SOFTWARE COM 243 368
TARGA RESOURCES CORP 534 714
TARGET CORP 1,786 1,622
TE CONNECTIVITY LTD 634 858
TELEDYNE TECHNOLOGIES 318 464
TESLA INC COM 11,187 16,557
TEXAS INSTRUMENTS INC COM 2,152 2,813
THERMO FISHER SCIENTIFIC INC 2,547 3,121
TJX COMPANIES INC 992 2,175
T-MOBILE US INC 1,163 2,207
TRACTOR SUPPLY CO 294 531
TRANE TECHNOLOGIES PLC COM 481 1,477
TRANSDIGM GROUP INC 1,528 3,802
TRAVELERS COMPANIES INC COM 695 1,445
TRUIST FINL CORP 633 694
TYLER TECHNOLOGIES INC 603 577
UBER TECHNOLOGIES INC 2,165 2,111
ULTA BEAUTY INC 401 435
UNION PAC CORP 2,339 2,736
UNITED AIRLS HLDGS INC COM 384 388
UNITED PARCEL SERVICE 1,925 1,513
UNITED RENTALS 348 704
UNITEDHEALTH GROUP 4,401 7,082
US BANCORP 707 909
VALERO ENERGY CORP 274 613
VERALTO CORP 217 306
VERISK ANALYTICS INC 375 551
VERIZON COMMUNICATIONS 3,543 2,519
VERTEX PHARMACEUTICALS 1,080 1,611
VISA 6,046 8,849
VULCAN MATERIALS 369 772
WABTEC COM 201 569
WALGREENS BOOTS ALLIANCE 360 345
WALMART INC 4,505 8,674
WARNER BROS DISCOVERY INC 425 359
WASTE MANAGEMENT 681 1,211
WELLS FARGO CO 1,358 3,863
WEST PHARMACEUTICAL SERVICES 272 328
WESTERN DIGITAL CORP. COM 427 358
WILLIAMS COS INC 589 1,515
WILLIS TOWERS WATSON PLC COM 411 626
WORKDAY INC COM 546 516
XCEL ENERGY INC 711 810
XYLEM INC COM 467 580
ZEBRA TECHNOLOGIES CORPORATION CL A 280 386
ZOETIS INC 995 978

TY 2024 InvestmentsOtherSchedule2
Name:
THE WREDE FOUNDATION
 
C/O N DOOLITTLE
EIN:
27-0501868
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AMERICAN TOWER CORP NEW COM AT COST 2,143 1,651
AVALONBAY COMMUNITIES INC COM AT COST 522 660
CROWN CASTLE INC COM AT COST 1,098 635
DIGITAL REALTY TRUST INC AT COST 707 887
EQUINIX INC COM AT COST 1,575 1,886
EQUITY RESIDENTIAL SBI AT COST 399 502
ESSEX PROPERTY TRUST INC COM AT COST 221 285
EXTRA SPACE STORAGE INC AT COST 367 449
MID-AMER APT CMNTYS INC COM AT COST 234 309
NUSHARES ETF TR NUVEEN ESG MIDCP AT COST 90,361 103,288
PROLOGIS INC. COM AT COST 1,611 1,691
PUBLIC STORAGE COM AT COST 640 898
REALTY INCOME CORP COM AT COST 845 801
SBA COMMUNICATIONS CORP AT COST 612 408
SIMON PROPERTY GROUP INC AT COST 210 517
VANGUARD REAL ESTATE ETF AT COST 49,983 59,862
VENTAS INC AT COST 579 648
VICI PPTYS INC COM AT COST 461 467
WELLTOWER INC COM AT COST 981 1,512

TY 2024 OtherProfessionalFeesSchedule
Name:
THE WREDE FOUNDATION
 
C/O N DOOLITTLE
EIN:
27-0501868
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVEST MGMT FEES 11,735 11,735   0
OTHER EXPENSES 3,195 3,195   0


TY 2024 TaxesSchedule
Name:
THE WREDE FOUNDATION
 
C/O N DOOLITTLE
EIN:
27-0501868
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 174 174   0
4940 TAXES 291 291   0