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 07-01-2024 , and ending 06-30-2025
Name of foundation
EDWARD S & WINIFRED G MOSELEY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)CERITY 265 FRANKLIN ST 2001
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA021103199
A Employer identification number

74-3201002
B Telephone number (see instructions)

(617) 224-1900
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$33,001,387J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 573,798 573,798  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,345,763
b Gross sales price for all assets on line 6a 3,881,228
7 Capital gain net income (from Part IV, line 2)... 1,345,763
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........ 1,919,561 1,919,561  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 90,000 30,000   60,000
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
9,500 6,365   3,135
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
148,939 90,863   58,076
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
25,482 12,016   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,201 377   824
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,446 1,446   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 276,568 141,067   122,035
25 Contributions, gifts, grants paid....... 1,585,350 1,585,350
26 Total expenses and disbursements. Add lines 24 and 25 1,861,918 141,067   1,707,385
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 57,643
b Net investment income (if negative, enter -0-) 1,778,494
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............. 77,638    
2 Savings and temporary cash investments......... 1,711,586 1,603,830 1,603,830
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) 775,243 Click to see attachment
List of Attached Documents:
// Content
519,933 		501,245
b Investments—corporate stock (attach schedule)....... 12,632,423 Click to see attachment
List of Attached Documents:
// Content
12,908,835 		26,601,932
c Investments—corporate bonds (attach schedule)....... 4,090,272 Click to see attachment
List of Attached Documents:
// Content
4,312,207 		4,294,380
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)..........      
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) 19,287,162 19,344,805 33,001,387
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........ 17,302,381 17,302,381
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,984,781 2,042,424
29 Total net assets or fund balances (see instructions)..... 19,287,162 19,344,805
30 Total liabilities and net assets/fund balances (see instructions). 19,287,162 19,344,805
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
19,287,162
2
Enter amount from Part I, line 27a .....................
2
57,643
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
19,344,805
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
19,344,805
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 TORONTO DOMINION BANK P 2012-02-24 2025-06-23
b THERMO FISHER SCIENTIFIC INC P 2009-10-14 2025-06-23
c UNITED PARCEL SERVICE INC P 2016-09-14 2025-06-23
d US TREASURY NOTES 06/30/2025 2.75% P 2019-02-04 2025-06-30
e COMCAST 3.375% 08/15/2025 P 2021-08-26 2025-06-05
REPUBLIC SERVICES INC 8/15/2024 2.5% P 2021-08-24 2024-08-15
GENERAL MOTORS CORP P 2021-03-10 2024-09-19
ALPHABET INC C P 2009-12-24 2024-09-19
META PLATFORMS INC P 2016-01-14 2024-09-19
WAL-MART STORES INC P 2017-06-22 2024-09-19
PEPSICO INC P 2006-07-12 2024-10-24
ESTEE LAUDER COMPANIES P 2020-11-12 2024-10-24
ABBVIE 11/21/2024 2.6% P 2021-07-26 2024-11-21
SPLUNK CLASS ACTION PROCEEDS P   2024-09-11
MCKESSON CLASS ACTION PROCEEDS P   2024-12-18
(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 426,780   239,221 187,559
b 287,622   33,760 253,862
c 330,095   353,383 -23,288
d 250,000   250,000 0
e 250,000   251,102 -1,102
250,000   250,000 0
326,215   325,799 416
524,858   88,583 436,275
279,108   48,892 230,216
396,968   127,903 269,065
223,399   80,663 142,736
83,678   236,159 -152,481
250,000   250,000 0
495     495
2,010     2,010
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       187,559
b       253,862
c       -23,288
d       0
e       -1,102
      0
      416
      436,275
      230,216
      269,065
      142,736
      -152,481
      0
      495
      2,010
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 1,345,763
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 24,721
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 24,721
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 24,721
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 25,930
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 25,930
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 1,209
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow1,209 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 arrowMA
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 arrowKARIN WILKS Telephone no.right arrow (617) 224-1900

Located atright arrow265 FRANKLIN ST 2001BOSTONMA ZIP+4right arrow02110
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
CHRISTOPHER T BARROW TRUSTEE
4.00 		15,000 0 0
1855 BAY ROAD 202D
VERO BEACH,FL329634312
KARIN WILKS TRUSTEE
5.00 		15,000 0 0
40 CHERRY STREET
WEST NEWBURY,MA01985
KAY HOWE TRUSTEE
7.50 		15,000 0 0
2789 LAKE BALDWIN LANE APT D404
ORLANDO,FL32814
DAVID HUNTRESS TRUSTEE
5.00 		15,000 0 0
32 HELENS WAY
BRUNSWICK,ME04011
NORMAN WILKS TRUSTEE
5.00 		15,000 0 0
40 CHERRY STREET
WEST NEWBURY,MA01985
HANNAH BESANCENEY TRUSTEE
5.00 		15,000 0 0
4500 NEW BROAD ST
ORLANDO,FL32814
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 THE EDWARD S & WINIFRED G MOSELEY FOUNDATION WAS CREATED TO PROVIDE FINANCIAL SUPPORT TO CHARITABLE ORGANIZATIONS WHICH ARE ENTITLED TO EXEMPTION UNDER SECTION 501(C)(3) OF THE IRS CODE OF 1986. THE FOUNDATION FURTHER LIMITS ITS SUPPORT TO ORGANIZATIONS WHICH FOSTER THE HEALTH, EDUCATION, SAFETY OR WELFARE OF CHILDREN, WITH PARTICULAR ATTENTION TO (BUT NOT LIMITED TO) ORGANIZATIONS, ORGANIZED AND OPERATING WITHIN THE GREATER BOSTON AREA. THE TRUSTEES FOCUS ON ORGANIZATIONS THAT SUPPORT FAMILIES AS WELL AS CHILDREN. 0
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
30,450,111
b
Average of monthly cash balances.......................
1b
1,628,223
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
32,078,334
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
32,078,334
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
481,175
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
31,597,159
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,579,858
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
1,579,858
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
24,721
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
24,721
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,555,137
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,555,137
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
1,555,137
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
1,707,385
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
1,707,385
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 1,555,137
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023...... 1,472
f Total of lines 3a through e ........ 1,472
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,707,385
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 1,555,137
e Remaining amount distributed out of corpus 152,248
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 5 153,720
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		153,720
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023.... 1,472
e Excess from 2024.... 152,248
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

AARONS PRESENTS INC

180 MAIN ST
ANDOVER,MA018104166 		NONE 501(C)(3) MORE AARON'S PRESENTS YOUTH IN LAWRENCE 10,000

BEVERLY CHILDREN'S LEARNING CENTER

55O CABOT ST
BEVERLY,MA01915 		NONE 501(C)(3) GENERAL OPERATIONS 20,000

BEYOND SOCCER

280 MERRIMACK STREET SUITE 311
LAWRENCE,MA01843 		NONE 501(C)(3) BEYOND SOCCER: FIELDING THE FUTURE, & GOING "BEYOND" FOR LAWRENCE YOUTH 30,000

BISHOP FENWICK HIGH SCHOOL

99 MARGIN ST
PEABODY,MA01960 		NONE 501(C)(3) SCHOOL SECURITY 5,000

BOYS AND GIRLS CLUB OF HAVERHILL

55 EMERSON STREET
HAVERHILL,MA01830 		NONE 501(C)(3) CAMP TASKER TRANSPORTATION 25,000

BOYS AND GIRLS CLUB OF LYNN

25 NORTH COMMON STREET
LYNN,MA01902 		NONE 501(C)(3) "PROJECT LEARN" PROGRAM 55,000

CITIZENS INN

81 MAIN ST
PEABODY,MA01960 		NONE 501(C)(3) CITIZENS INN SECURITY SYSTEM 15,000

COMMUNITY SERVICE OF NEWBURYPORT

35 SUMMER ST PO BOX 843
NEWBURYPORT,MA01950 		NONE 501(C)(3) ASSISTING FAMILIES WITH TRANSPORTATION NEEDS 10,000

ESPERANZA ACADEMY

198 GARDEN STREET
LAWRENCE,MA01840 		NONE 501(C)(3) ESPERANZA ACADEMT'S READY TO RISE CAMPAIGN 250,000

ESSEX ART CENTER

56 ISLAND ST
LAWRENCE,MA018401889 		NONE 501(C)(3) BUILDING CREATIVELY 25,000

ESSEX COUNTY COMMUNITY FOUNDATION

500 CUMMINGS CENTER 5450
BEVERLY,MA01915 		NONE 501(C)(3) GREATER LAWRENCE SUMMER FUND 15,000

FAMILY SERVICES OF THE MERRIMACK VALLEY

430 NORTH CANAL STREET
LAWRENCE,MA01840 		NONE 501(C)(3) YOUTH DEVELOPMENT PROGRAM & BROTHERS IN ARMS MEN'S SUPPORT CIRCLE 30,000

FIREHOUSE CENTER FOR THE ARTS

1 MARKET SQUARE
NEWBURYPORT,MA01950 		NONE 501(C)(3) YOUTH EDUCATION PROGRAMMING 30,000

FIRST PARISH NEWBURY FOOD PANTRY

20 HIGH RD
NEWBURY,MA01951 		NONE 501(C)(3) SCHOOL FOOD PANTRY PROGRAM 35,000

GOVERNOR'S ACADEMY

1 ELM STREET
BYFIELD,MA01922 		NONE 501(C)(3) GOVS PLUS PROGRAM 25,000

GROUNDWORK LAWRENCE

50 ISLAND ST 101
LAWRENCE,MA01840 		NONE 501(C)(3) YOUTH DEVELOPMENT PROGRAM 20,000

HAWC - HEALING ABUSE WORKING FOR CHANGE INC

27 CONGRESS STREET SUITE 201
SALEM,MA01970 		NONE 501(C)(3) HAWC CHILDREN'S SERVICES 45,000

JEANNE GEIGER CRISIS CENTER

TWO HARRIS STREET
NEWBURYPORT,MA01950 		NONE 501(C)(3) COMMUNITY BASED SURVIVOR SERVICES AND YOUTH PREVENTION 60,000

LA VIDA INC

120 MUNROE STREET
LYNN,MA01901 		NONE 501(C)(3) EXPANDING COLLEGE ACCESS IN LYNN AND CHELSEA 10,000

LAZARUS HOUSE

412 HAMPSHIRE ST
LAWRENCE,MA01841 		NONE 501(C)(3) FOOD, SHELTER AND CLOTHING FOR RESIDENTS IN NEEDGENERAL OPERATING FUNDING 25,000

LEAP FOR EDUCATION

35 CONGRESS ST 102
SALEM,MA01970 		NONE 501(C)(3) FOCUSING ACADEMICS ON CAREER GOALS 15,000

MA COALITION FOR THE HOMELESS

73 BUFFUM ST
LYNN,MA01902 		NONE 501(C)(3) THE CASA PROJECT-BIRTH TO BIG KID INITIATIVE 10,000

MAINE COAST HERITAGE TRUST

1 BOWDOIN MILL ISLAND SUITE 201
TOPSHAM,ME04086 		NONE 501(C)(3) GENERAL PURPOSE 75,000

MERROHAWKE NATURE SCHOOL

55 TOWNE ROAD
BOXFORD,MA01921 		NONE 501(C)(3) SCHOLARSHIP SUPPORT FOR YOUTH TO GROW STRONG BY NATURE 7,500

NOTRE DAME CRISTO REY HIGH SCHOOL

203 LAWRENCE STREET
METHUEN,MA01844 		NONE 501(C)(3) NDCR'S COLLEGE AND ALUMNI COUNSELING PROGRAM 35,000

NOURISHING THE NORTH SHORE

13 MARKET STREET
NEWBURYPORT,MA01950 		NONE 501(C)(3) LOCAL FOOD FOR ALL-VEGOUT AND FARM SHARE PROGRAMS 10,000

OUR NEIGHBORS' TABLE

194 MAIN STREET
AMESBURY,MA01913 		NONE 501(C)(3) CREATING UNIVERSAL FOOD ACCESS IN ESSEX COUNTY 50,000

PATHWAYS FOR CHILDREN

29 EMERSON AVENUE
GLOUCESTER,MA01930 		NONE 501(C)(3) NURTURING PROGRAM 10,000

PLUMMER YOUTH PROMISE INC

37 WINTER ISLAND RD
SALEM,MA019705715 		NONE 501(C)(3) PERMANENCY SERVICES FOR YOUTH IN FOSTER CARE 20,000

RAW ART WORKS

37 CENTRAL SQUARE
LYNN,MA01901 		NONE 501(C)(3) GENERAL OPERATING 10,000

ROOT

35 CONGRESS ST SUITE 2350 BLDG 2
SALEM,MA01970 		NONE 501(C)(3) CULINARY TRAINING AND ALUMNI EMPLOYMENT PROGRAMS 15,000

STRAIGHT AHEAD MINISTRIES

791 MAIN STREET
WORCESTER,MA01610 		NONE 501(C)(3) NORTHEASTERN MASSACHUSETTS RE-ENTRY PROGRAM 15,000

THE PETTENGILL HOUSE INC

21 WATER STREET
AMESBURY,MA01913 		NONE 501(C)(3) CRITICAL INTERVENTIONS AND WRAPAROUND SUPPORTS FOR CHILDREN AND FAMILIES 25,000

UTEC

15 WARREN STREET 3
LOWELL,MA01852 		NONE 501(C)(3) JOB TRAINING, EDUCATION AND PERSONAL DEVELOPMENT FOR YOUNG ADULTS 35,000

WELLSPRING HOUSE

302 ESSEX AVENUE
GLOUCESTER,MA01930 		NONE 501(C)(3) CAREER PATHWAYS PROGRAM AT GLOUCESTER HIGH SCHOOL & EXPANDING WELLSPRING'S DEMONSTRATED MODEL OF EDUCATIONAL AND CAREER ADVISING FOR HIGH SCHOOL SENIORS 30,000

YOUTH DEVELOPMENT ORGANIZATION INC

15 UNION STREET 563
LAWRENCE,MA01840 		NONE 501(C)(3) YDO PROGRAMS: LEARNING AND LEADERSHIP FOR LAWRENCE YOUTH & YEAR-ROUND LEARNING & LEADERSHIP FOR LAWRENCE YOUTH 105,000

BELLESINI ACADEMY

94 BRADFORD STREET
LAWRENCE,MA01840 		NONE 501(C)(3) STUDENT SPONSORSHIP 30,000

BOYS & GIRLS CLUB OF GREATER LOWELL

657 MIDDLESEX STREET
LOWELL,MA01851 		NONE 501(C)(3) MEMBERSHIP & FAMILY SERVICES 30,000

GIFFORD YOUTH ACHIEVEMENT CENTER

4875 43RD AVE
VERO BEACH,FL32967 		NONE 501(C)(3) YOUTH EMPLOYABILITY PROGRAM 20,000

SUENOS BASKETBALL

2 LINDEN STREET
LAWRENCE,MA01841 		NONE 501(C)(3) MORE THAN BASKETBALL & SUENOS BASKETBALL: BACK TO BASICS 25,000

THE RESOLUTION CENTER

100 CUMMINGS CENTER 307J
BEVERLY,MA01915 		NONE 501(C)(3) POSITIVE YOUTH DEVELOPMENT AND CONFLICT SKILLS PROGRAM & YOUTH DEVELOPMENT 40,000

YWCA NEWBURYPORT

13 MARKET STREET
NEWBURYPORT,MA01950 		NONE 501(C)(3) YWCA CHILDREN'S CENTER - SLIDING FEE PROGRAM 20,000

KINGSLEY PINES

51 COUGHLAN COVE RD
RAYMOND,ME04071 		NONE 501(C)(3) ASPIRATIONS FUND OF KINGSLEY PINES CAMP 13,500

BOYS & GIRLS CLUB OF LOWER MERRIMACK VALLEY

18 MAPLE STREET
SALISBURY,MA01952 		NONE 501(C)(3) AFTER SCHOOL ENRICHMENT PROGRAMS & SCHOLARSHIP PROGRAMS 65,000

GLOUCESTER MARINE GENOMICS INSTITUTE

417 MAIN STREET
GLOUCESTER,MA01930 		NONE 501(C)(3) GLOUCESTER BIOTECHNOLOGY ACADEMY 15,000

OASIS HEALTH NETWORK

331 MAINE STREET SUITE 4
BRUNSWICK,ME04011 		NONE 501(C)(3) INCREASING MEDICAL AND DENTAL CARE ACCESS FOR UNINSURED ADULTS IN MIDCOAST MAINE 25,000

THE HAVEN PROJECT

57 MUNROE STREET
LYNN,MA01901 		NONE 501(C)(3) PROVIDING PATHWAYS, SUPPORT AND STABILITY FOR YOUNG ADULTS EXPERIENCING HOMELESSNESS 20,000

COLLIER COMMUNITY FOUNDATION

1110 PINE RIDGE RD STE 200
NAPLES,FL34108 		NONE 501(C)(3) ASPIRATIONS FIND SCHOLARSHIP PROGRAM 14,850

FOSTERING HOPE NEW ENGLAND INC

14 IMPERIAL PL 202
PROVIDENCE,RI02903 		NONE 501(C)(3) SIBLING TIES EVENT IN PARTNERSHIP WITH GREATER HAVERHILL DEPARTMENT OF CHILDREN AND FAMILIES 7,000

GIRLS INC OF GREATER LOWELL

220 WORTHEN STREET
LOWELL,MA01852 		NONE 501(C)(3) GIRLS INC. OF GREATER LOWELL AFTER-SCHOOL PROGRAM 5,000

MERRIMACK VALLEY DREAM CENTER INC

60 ISLAND STREET
LAWRENCE,MA01840 		NONE 501(C)(3) MINIMIZING HUNGER & FOOD INSECURITY IN LAWRENCE 7,500

UNCOMMON THREADS

60 ISLAND STREET SUITE 150
LAWRENCE,MA01840 		NONE 501(C)(3) UNCOMMON THREADS CLOTHING AND EMPOWERMENT SERVICES 10,000

COMMUNITY ACTION INC

3 WASHINGTON SQUARE
HAVERHILL,MA01830 		NONE 501(C)(3) LOW INCOME SUPPORT SERVICES 30,000
Total .................................right arrow 3a 1,585,350
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 ....     14 573,798  
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 ............ 		    14 1,345,763  
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 1,919,561 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,919,561
(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:
EDWARD S & WINIFRED G MOSELEY FOUNDATION
EIN:
74-3201002
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION 9,500 6,365   3,135

TY 2024 InvestmentsCorpBondsSchedule
Name:
EDWARD S & WINIFRED G MOSELEY FOUNDATION
EIN:
74-3201002
Name of Bond End of Year Book Value End of Year Fair Market Value
AMAZON.COM INC 4.55% 248,080 253,387
APPLE INC 4.3% 250,847 250,464
CVS HEALTH CORP 2.875% 254,280 245,969
EVERSOURCE ENERGY 5.45% 252,446 256,436
JOHN DEERE CAP CORP 5.05% 252,117 251,275
JPMORGAN CHASE & CO 3.2% 254,725 247,404
LOWES COS INC 4.4% 253,442 254,869
MERCK & CO INC 4.5% 251,833 248,974
META PLATFORMS INC 4.8% 252,455 257,612
OMNICOM GROUP INC 3.6% 255,922 248,358
PROCTER & GAMBLE CO 2.8% 273,128 259,842
QUALCOMM INC 3.25% 259,557 246,913
TORONTO-DOMINION BANK 5.523% 251,575 259,377
BROADCOM INC 4.75% 04/15/29 247,937 252,741
FISERV, INC 5.35% 03/15/31 257,072 258,706
ROPER TECHNOLOGIES 4.75% 02/15/32 251,141 250,671
COCA-COLA CO 4.65% 08/14/34 245,650 251,382

TY 2024 InvestmentsCorpStockSchedule
Name:
EDWARD S & WINIFRED G MOSELEY FOUNDATION
EIN:
74-3201002
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES 106,960 680,050
ADIDAS AG-SPONSORED ADR 280,748 187,232
ADVANCED MICRO DEVICES INC 389,854 666,930
AIRBNB INC 208,081 234,904
ALCON INC 228,009 273,668
ALPHABET INC CL A(GOOGLE INC-CL C) 175,958 1,560,855
AMAZON COM INC 553,360 1,151,798
APPLE INC 65,289 1,415,673
ASML HOLDING NV 221,003 280,487
AUTODESK INC 253,043 309,570
BANK OF AMERICA 293,606 828,100
BECTON DICKINSON & CO 124,363 258,375
BOSTON SCIENTIFIC CORP 193,049 751,870
CME GROUP INC 284,456 358,306
COLGATE PALMOLIVE CO 241,006 318,150
DEERE & CO 35,013 240,007
DIAGEO PLC ADR 140,154 203,495
ECOLAB INC 235,987 323,328
ESSILOR INTERNATIONAL-ADR 233,869 384,272
GE HEALTHCARE TECHNOLOGIES INC 220,676 237,024
GOLDMAN SACHS GROUP INC 245,622 1,061,625
HOME DEPOT INC 84,545 273,513
HONEYWELL INTERNATIONAL INC 371,680 430,828
INTUIT INC 172,656 354,434
JOHNSON & JOHNSON 466,570 458,250
LONZA GROUP AG-ADR 209,772 235,488
MARSH & MCLENNAN COS INC 258,484 355,290
MCDONALDS CORP 54,942 277,561
MEDTRONIC PLC 354,647 372,652
MERCK & CO INC 331,106 435,380
META PLATFORMS INC 140,896 1,061,373
MICROSOFT CORP 664,526 2,099,070
NESTLE SA SPONSORED ADR 373,941 347,620
NIKE INC-B 354,093 219,656
NINTENDO CO 251,907 451,552
NOVO NORDISK 347,159 271,318
NVIDIA CORP 94,872 1,197,564
OTIS WORLDWIDE CORP 169,373 381,227
RTX CORP(RAYTHEON TECHNOLOGIES CORP) 308,304 798,729
ROSS STORES INC 232,882 255,160
TERADYNE INC 160,596 269,760
VISA INC - CLASS A 540,211 994,140
WAL-MART STORES INC 243,649 946,413
WASTE MGMT INC 454,903 686,460
XYLEM INC 169,824 310,464
ZOETIS INC 206,476 218,330
ROCHE HLDG LTD 247,158 254,913
SCHNEIDER ELEC SA 412,672 443,961
UNILEVER PLC 500,885 475,107

TY 2024 InvestmentsGovtObligationsSch
Name:
EDWARD S & WINIFRED G MOSELEY FOUNDATION
EIN:
74-3201002
US Government Securities - End of Year Book Value:

0
US Government Securities - End of Year Fair Market Value:

0
State & Local Government Securities - End of Year Book Value:


519,933
State & Local Government Securities - End of Year Fair Market Value:


501,245


TY 2024 OtherExpensesSchedule
Name:
EDWARD S & WINIFRED G MOSELEY FOUNDATION
EIN:
74-3201002
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADR FEES 1,446 1,446   0


TY 2024 OtherProfessionalFeesSchedule
Name:
EDWARD S & WINIFRED G MOSELEY FOUNDATION
EIN:
74-3201002
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MGMT FEE 129,175 86,547   42,628
CUSTODIAL FEES 4,316 4,316   0
ONLINE GRANT SERVICE FEE 15,448 0   15,448


TY 2024 TaxesSchedule
Name:
EDWARD S & WINIFRED G MOSELEY FOUNDATION
EIN:
74-3201002
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES WITHHELD 12,016 12,016   0
EXCISE TAX 13,466 0   0