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
MORTIMER R PROCTOR FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1504
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BUFFALO, NY14240
A Employer identification number

03-6020099
B Telephone number (see instructions)

(716) 842-4366
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$3,993,876J 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... 99,577 99,577  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 66,426
b Gross sales price for all assets on line 6a 907,230
7 Capital gain net income (from Part IV, line 2)... 66,426
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 1,383 246  
12 Total. Add lines 1 through 11........ 167,386 166,249  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 30,266 27,239   3,027
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
386 0 0 386
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
900 0 0 900
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,068 1,227   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 35,620 28,466 0 4,313
25 Contributions, gifts, grants paid....... 142,710 142,710
26 Total expenses and disbursements. Add lines 24 and 25 178,330 28,466 0 147,023
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -10,944
b Net investment income (if negative, enter -0-) 137,783
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 102,623 183,204 183,204
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)   Click to see attachment
List of Attached Documents:
// Content
882,801 		849,669
b Investments—corporate stock (attach schedule)....... 3,589,699 Click to see attachment
List of Attached Documents:
// Content
1,761,060 		2,110,290
c Investments—corporate bonds (attach schedule).......   Click to see attachment
List of Attached Documents:
// Content
851,968 		850,713
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)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,692,322 3,679,033 3,993,876
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,692,322 3,679,033
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,692,322 3,679,033
30 Total liabilities and net assets/fund balances (see instructions). 3,692,322 3,679,033
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
3,692,322
2
Enter amount from Part I, line 27a .....................
2
-10,944
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,782
4
Add lines 1, 2, and 3 ..........................
4
3,684,160
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
5,127
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,679,033
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 . CLASS ACTION LITIGATION     2024-02-08
b . CLASS ACTION LITIGATION     2024-02-08
c . CLASS ACTION LITIGATION     2024-07-25
d . CLASS ACTION LITIGATION     2024-12-27
e . CLASS ACTION LITIGATION     2024-12-30
7. ABBOTT LABS   2023-10-09 2024-01-02
10. ABBOTT LABS   2023-10-09 2024-03-21
5. ABBOTT LABS   2023-10-09 2024-09-20
4. ABBVIE INC   2021-10-01 2024-01-02
6. ABBVIE INC     2024-03-21
50000. ABBVIE INC 3.600% 5/14/25   2016-03-23 2024-12-02
1. ADOBE SYS INC   2020-05-20 2024-01-02
2. ADOBE SYS INC     2024-03-21
1. AIR PRODUCTS & CHEMICALS INC   2023-07-14 2024-01-02
2. AIR PRODUCTS & CHEMICALS INC   2023-07-14 2024-03-21
199.959 AB CONCENTRATED GR FD CL ADV     2024-06-25
15. ALPHABET INC CL C   2023-07-14 2024-01-02
23. ALPHABET INC CL C   2023-07-14 2024-03-21
6. ALPHABET INC CL C   2023-07-14 2024-09-17
6. ALPHABET INC CL C   2023-07-14 2024-09-20
14. AMAZON.COM INC   2020-03-06 2024-01-02
21. AMAZON.COM INC   2020-03-06 2024-03-21
24. AMAZON.COM INC   2023-07-14 2024-09-17
5. AMERICAN ELECTRIC POWER INC   2023-07-14 2024-01-02
8. AMERICAN ELECTRIC POWER INC   2023-07-14 2024-03-21
6. AMERICAN ELECTRIC POWER INC   2023-07-14 2024-09-20
3. AMERICAN TOWER CORP CL A   2016-12-19 2024-01-02
4. AMERICAN TOWER CORP CL A   2016-12-19 2024-03-21
4. ANALOG DEVICES INC   2022-02-10 2024-01-02
7. ANALOG DEVICES INC   2022-02-10 2024-03-21
1. ELEVANCE HEALTH INC   2023-07-14 2024-01-02
1. ELEVANCE HEALTH INC   2023-07-14 2024-03-21
20. ELEVANCE HEALTH INC   2023-07-14 2024-08-08
19. APPLE COMPUTER, INC   2014-02-05 2024-01-02
29. APPLE COMPUTER, INC   2014-02-05 2024-03-21
4. APPLE COMPUTER, INC   2014-02-05 2024-05-24
13. APPLE COMPUTER, INC   2023-07-14 2024-09-20
4. AVALONBAY CMNTYS INC   2023-07-14 2024-01-02
5. AVALONBAY CMNTYS INC     2024-03-21
35. BANK AMER CORP COM   2016-10-13 2024-01-02
55. BANK AMER CORP COM   2016-10-13 2024-03-21
13. BANK AMER CORP COM   2023-07-14 2024-09-17
15000. BANK MONT MTN CONV 5.920% 9/25/25   2023-09-18 2024-10-25
1. BLACKROCK INCORPORATED CLASS A   2023-07-14 2024-01-02
2. BLACKROCK INCORPORATED CLASS A   2023-07-14 2024-03-21
2788.844 BLACKROCK EVENT DRIVEN EQ FD CL I     2024-05-17
1. BROADCOM INC   2023-07-14 2024-01-02
2. BROADCOM INC   2023-07-14 2024-03-21
6. BROADCOM INC   2023-07-14 2024-09-20
8. CMS ENERGY   2023-07-14 2024-01-02
13. CMS ENERGY   2023-07-14 2024-03-21
8. CMS ENERGY   2023-07-14 2024-09-20
12. CVS CORP   2021-02-25 2024-01-02
18. CVS CORP   2021-02-25 2024-03-21
120. CVS CORP     2024-04-03
114. CVS CORP   2021-02-25 2024-04-03
6. CHEVRONTEXACO CORP   2023-07-14 2024-01-02
10. CHEVRONTEXACO CORP   2023-07-14 2024-03-21
4. CHEVRONTEXACO CORP   2023-07-14 2024-09-20
9. CISCO SYSTEMS INC   2022-02-10 2024-01-02
13. CISCO SYSTEMS INC   2022-02-10 2024-03-21
15. COMCAST CORP     2024-01-02
25. COMCAST CORP   2020-12-01 2024-03-21
312. COMCAST CORP     2024-08-29
2. COSTCO WHSL CORP NEW   2023-07-14 2024-01-02
3. COSTCO WHSL CORP NEW   2023-07-14 2024-03-21
1. COSTCO WHSL CORP NEW   2023-07-14 2024-09-20
4. DANAHER CORP   2023-07-14 2024-01-02
7. DANAHER CORP   2023-07-14 2024-03-21
2. DANAHER CORP   2023-07-14 2024-09-20
3. DEERE & CO.     2024-01-02
3. DEERE & CO.   2023-09-14 2024-03-21
2. DEERE & CO.   2023-09-14 2024-09-20
10. DISNEY WALT CO   2023-12-14 2024-01-02
16. DISNEY WALT CO   2023-12-14 2024-03-21
8. DISNEY WALT CO   2023-07-14 2024-09-20
7. EOG RES INC COM   2023-07-14 2024-01-02
12. EOG RES INC COM   2023-07-14 2024-03-21
6. EOG RES INC COM   2023-07-14 2024-09-20
3. META PLATFORMS, INC-A   2023-07-14 2024-01-02
3. META PLATFORMS, INC-A   2023-07-14 2024-03-21
15000. FHLB 2.750% 12/13/24   2017-08-29 2024-08-22
105000. FHLB 2.750% 12/13/24     2024-12-13
20000. FNMA 2.625% 9/06/24   2016-12-19 2024-03-12
40000. FNMA 2.625% 9/06/24   2016-12-19 2024-05-17
50000. GOLDMAN SACHS GP 3.800% 3/15/30   2021-08-26 2024-10-30
2. HOME DEPOT INC   2018-02-01 2024-01-02
5. HOME DEPOT INC   2018-02-01 2024-03-21
2. HOME DEPOT INC   2023-07-14 2024-09-20
530. ISHARES CORE MSCI EAFE ETF   2022-08-05 2024-05-17
1490. ISHARES CORE MSCI EMERGING   2023-06-29 2024-03-04
10. J P MORGAN CHASE & CO   2016-02-03 2024-01-02
15. J P MORGAN CHASE & CO   2016-02-03 2024-03-21
3. J P MORGAN CHASE & CO   2016-02-03 2024-05-24
4. J P MORGAN CHASE & CO   2023-07-14 2024-09-20
3. JOHNSON & JOHNSON INC   2023-07-14 2024-01-02
4. JOHNSON & JOHNSON INC   2023-07-14 2024-03-21
58. JOHNSON & JOHNSON INC   2023-07-14 2024-10-03
1. LILLY ELI & CO   2024-04-03 2024-09-20
2. LOCKHEED MARTIN CORPORATION   2023-07-14 2024-01-02
1. LOCKHEED MARTIN CORPORATION   2023-07-14 2024-03-21
2. LOCKHEED MARTIN CORPORATION   2023-07-14 2024-09-20
867.348 NYLI PINESTONE US EQUITY P   2024-06-25 2024-09-17
3. MASTERCARD INC CL A   2023-07-14 2024-01-02
4. MASTERCARD INC CL A   2023-07-14 2024-03-21
2. MASTERCARD INC CL A   2023-07-14 2024-09-20
2. MCDONALDS CORP   2023-07-14 2024-01-02
2. MCDONALDS CORP   2023-07-14 2024-03-21
5. MERCK & CO INC   2021-11-16 2024-01-02
9. MERCK & CO INC   2021-11-16 2024-03-21
10. MICROSOFT CORP   2016-08-17 2024-01-02
16. MICROSOFT CORP     2024-03-21
20. MICROSOFT CORP   2023-07-14 2024-09-17
5. MORGAN STANLEY DEAN WITTER   2023-12-14 2024-01-02
9. MORGAN STANLEY DEAN WITTER   2023-12-14 2024-03-21
3. NVIDIA CORP   2023-07-14 2024-01-02
4. NVIDIA CORP   2023-07-14 2024-03-21
1. NVIDIA CORP   2023-07-14 2024-05-24
22. NVIDIA CORP   2023-07-14 2024-09-17
6. OMNICON GROUP   2023-07-14 2024-01-02
10. OMNICON GROUP   2023-07-14 2024-03-21
127. OMNICON GROUP   2023-07-14 2024-08-02
4. ORACLE CORPORATION   2023-07-14 2024-01-02
6. ORACLE CORPORATION   2023-07-14 2024-03-21
4. ORACLE CORPORATION   2023-07-14 2024-09-20
50000. ORACLE CORP 3.250% 11/15/27   2019-05-23 2024-09-26
9. PAYPAL HOLDINGS INC   2023-07-14 2024-01-02
14. PAYPAL HOLDINGS INC   2023-07-14 2024-03-21
177. PAYPAL HOLDINGS INC   2023-07-14 2024-05-24
3. PEPSICO INC   2023-07-14 2024-01-02
4. PEPSICO INC   2023-07-14 2024-03-21
2. SHERWIN-WILLIAMS COMPANY   2023-07-14 2024-01-02
3. SHERWIN-WILLIAMS COMPANY   2023-07-14 2024-03-21
4. TARGET CORP   2023-07-14 2024-01-02
7. TARGET CORP   2023-07-14 2024-03-21
3. TESLA INC.   2023-07-14 2024-01-02
5. TESLA INC.   2023-07-14 2024-03-21
2. UNION PACIFIC CORP   2023-07-14 2024-01-02
3. UNION PACIFIC CORP   2023-07-14 2024-03-21
3. UNITED PARCEL SERVICE   2023-07-14 2024-01-02
6. UNITED PARCEL SERVICE   2023-07-14 2024-03-21
10000. U.S. TREASURY NOTES 2.750% 2/15/24   2023-07-26 2024-02-15
25000. U.S. TREASURY NOTES 2.500% 5/15/24   2023-07-26 2024-03-04
5000. U.S. TREASURY NOTES 2.125% 5/15/25   2022-02-17 2024-03-11
10000. U.S. TREASURY NOTES 2.125% 5/15/25   2022-02-17 2024-06-20
5000. U.S. TREASURY NOTES 2.125% 5/15/25   2022-02-17 2024-07-26
5000. U.S. TREASURY NOTES 2.125% 5/15/25   2022-02-17 2024-08-27
10000. U.S. TREASURY NOTES 3.125% 8/15/25   2023-07-26 2024-09-09
1673.383 VIRTUS KAR SMALL-CAP GROWTH I     2024-06-25
2314.816 WILMINGTON GLOBAL ALPHA EQUITIES FD   2023-07-20 2024-05-17
2. ACCENTURE PLC- CL A   2023-07-14 2024-01-02
2. ACCENTURE PLC- CL A   2023-07-14 2024-03-21
7. JOHNSON CONTROLS INTERNATIONAL PLC   2023-07-14 2024-01-02
12. JOHNSON CONTROLS INTERNATIONAL PLC   2023-07-14 2024-03-21
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 21     21
b 10     10
c 31     31
d 33     33
e 35     35
774   674 100
1,117   963 154
569   481 88
637   438 199
1,062   629 433
49,768   50,061 -293
580   384 196
1,015   720 295
274   298 -24
474   597 -123
11,316   10,083 1,233
2,072   1,884 188
3,410   2,889 521
963   754 209
985   754 231
2,083   1,327 756
3,766   1,991 1,775
4,526   3,259 1,267
413   435 -22
666   696 -30
612   522 90
650   321 329
777   428 349
779   665 114
1,382   1,163 219
480   439 41
514   439 75
10,567   8,774 1,793
3,521   349 3,172
4,973   532 4,441
761   73 688
3,003   2,474 529
751   786 -35
917   1,001 -84
1,177   556 621
2,058   874 1,184
515   382 133
15,177   15,000 177
798   727 71
1,682   1,455 227
28,000   27,336 664
1,096   894 202
2,750   1,788 962
1,018   536 482
471   478 -7
766   777 -11
558   478 80
973   832 141
1,408   1,248 160
8,893   8,862 31
8,449   7,903 546
908   928 -20
1,548   1,546 2
582   618 -36
457   499 -42
650   720 -70
658   840 -182
1,067   1,274 -207
12,365   11,202 1,163
1,305   1,089 216
2,248   1,634 614
901   545 356
934   850 84
1,780   1,487 293
547   425 122
1,213   1,236 -23
1,193   1,229 -36
816   820 -4
906   946 -40
1,868   1,513 355
747   714 33
862   834 28
1,506   1,430 76
752   715 37
1,024   941 83
1,527   941 586
14,889   15,028 -139
105,000   105,000  
19,740   20,000 -260
39,663   40,000 -337
47,525   54,048 -6,523
693   404 289
1,972   1,010 962
782   631 151
40,033   32,511 7,522
75,829   72,833 2,996
1,704   560 1,144
2,978   840 2,138
599   168 431
844   599 245
484   478 6
624   637 -13
9,331   9,233 98
931   782 149
922   931 -9
443   465 -22
1,145   931 214
17,000   16,029 971
1,264   1,207 57
1,959   1,609 350
985   805 180
593   590 3
567   590 -23
562   422 140
1,112   760 352
3,674   575 3,099
6,870   870 6,000
8,749   6,978 1,771
465   456 9
839   821 18
1,432   1,421 11
3,688   1,895 1,793
1,043   474 569
2,589   1,042 1,547
521   575 -54
947   958 -11
11,690   12,166 -476
412   476 -64
783   714 69
672   476 196
48,656   50,175 -1,519
550   653 -103
926   1,016 -90
10,926   12,846 -1,920
516   563 -47
691   750 -59
604   531 73
1,038   796 242
574   524 50
1,189   917 272
744   844 -100
863   1,406 -543
488   421 67
747   631 116
478   553 -75
934   1,107 -173
10,000   9,859 141
24,863   24,434 429
4,844   5,022 -178
9,737   10,034 -297
4,890   5,015 -125
4,914   5,014 -100
9,903   9,657 246
53,214   57,029 -3,815
30,000   28,333 1,667
692   632 60
692   632 60
401   479 -78
777   821 -44
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
      19,356
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       21
b       10
c       31
d       33
e       35
      100
      154
      88
      199
      433
      -293
      196
      295
      -24
      -123
      1,233
      188
      521
      209
      231
      756
      1,775
      1,267
      -22
      -30
      90
      329
      349
      114
      219
      41
      75
      1,793
      3,172
      4,441
      688
      529
      -35
      -84
      621
      1,184
      133
      177
      71
      227
      664
      202
      962
      482
      -7
      -11
      80
      141
      160
      31
      546
      -20
      2
      -36
      -42
      -70
      -182
      -207
      1,163
      216
      614
      356
      84
      293
      122
      -23
      -36
      -4
      -40
      355
      33
      28
      76
      37
      83
      586
      -139
       
      -260
      -337
      -6,523
      289
      962
      151
      7,522
      2,996
      1,144
      2,138
      431
      245
      6
      -13
      98
      149
      -9
      -22
      214
      971
      57
      350
      180
      3
      -23
      140
      352
      3,099
      6,000
      1,771
      9
      18
      11
      1,793
      569
      1,547
      -54
      -11
      -476
      -64
      69
      196
      -1,519
      -103
      -90
      -1,920
      -47
      -59
      73
      242
      50
      272
      -100
      -543
      67
      116
      -75
      -173
      141
      429
      -178
      -297
      -125
      -100
      246
      -3,815
      1,667
      60
      60
      -78
      -44
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 66,426
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 1,915
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 1,915
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 1,915
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a  
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
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 1,915
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowVT
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 .Click to see attachment
List of Attached Documents:
// Content
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowPEOPLES UNITED BANK NA, KELLY KIMBALL Telephone no.right arrow (716) 842-4366

Located atright arrowPO BOX 1504BUFFALONY ZIP+4right arrow14240
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
M&T BANK CO-TRUSTEE
1 		30,266    
PO BOX 1504
BUFFALO,NY14240
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
3,822,380
b
Average of monthly cash balances.......................
1b
93,197
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,915,577
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
3,915,577
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
58,734
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,856,843
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
192,842
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
192,842
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,915
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,915
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
190,927
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
190,927
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
190,927
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
147,023
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
147,023
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 7 190,927
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 10,620
e From 2023...... 13,213
f Total of lines 3a through e ........ 23,833
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 147,023
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..... 147,023
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 23,833 23,833
(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 .......... 		20,071
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
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

PROCTOR ELEMENTARY SCHOOL

14 SCHOOL ST
PROCTOR,VT05765 		NONE PC GENERAL SUPPORT 19,528

PROCTOR JRSR HIGH SCHOOL

4 PARK ST
PROCTOR,VT05765 		NONE PC GENERAL 13,485

RUTLAND HERALD

77 GROVE STREET
RUTLAND,VT05701 		NONE PC PURCHASE BOOKS 124

PROCTOR FREE LIBRARY

4 MAIN STREET
PROCTOR,VT05765 		NONE PC PURCHASE BOOKS 14,917

PROCTOR SCHOOL DISTRICT

14 SCHOOOL STREET
PROCTOR,VT05765 		NONE PC GENERAL 50,844

TOWN OF PROCTOR

45 MAIN ST
PROCTOR,VT05765 		NONE PC GENERAL SUPPORT 29,277

UNION CHURCH OF PROCTOR
ATTN TREASURER
5 CHURCH STREET
PROCTOR,VT05765 		NONE PC GENERAL 14,535
Total .................................right arrow 3a 142,710
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 99,577  
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 66,426  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER REVENUE 		    14 1,383  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   167,386  
13Total. Add line 12, columns (b), (d), and (e)..................
13
167,386
(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:
MORTIMER R PROCTOR FOUNDATION
EIN:
03-6020099
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 900     900

TY 2024 ExplnOfNonFilingWithAGStmt
Name:
MORTIMER R PROCTOR FOUNDATION
EIN:
03-6020099
Statement:
FILED WITH VERMONT

TY 2024 InvestmentsCorpBondsSchedule
Name:
MORTIMER R PROCTOR FOUNDATION
EIN:
03-6020099
Name of Bond End of Year Book Value End of Year Fair Market Value
17275RBS0 CISCO SYSTEMS 9,980 10,036
4812C0159 JPMORGAN MTG-BACKED 247,000 248,167
95000U2V4 WELLS FARGO MTN V-D 13,880 14,549
06051GHZ5 BANK OF AMER MTN V-Q 49,882 43,965
89114TZJ4 TOR DOM BK MTN CONV 11,959 12,434
92343VGJ7 VERIZON COMM INC 17,860 18,085
29379VCE1 ENTERPRISE PRODU 14,985 15,004
370334CL6 GENERAL MILLS IN 12,914 13,491
579780AR8 MCCORMICK & CO INC 13,424 14,367
828807CW5 SIMON PROPERTY GROUP 14,324 14,806
49271VAF7 KEURIG DR PEPPER INC 9,561 9,912
78016HZS2 ROYAL BK CA MTN CONV 9,995 10,083
110122EH7 BRISTOL-MYERS 15,211 14,981
06368L8K5 BK MONTREAL CONV V-D 14,999 14,954
92277GAN7 VENTAS REALTY LP 14,793 14,601
842587DH7 SOUTHERN CO 12,756 13,607
68389XCS2 ORACLE CORP 14,985 14,490
024524282 AMERICAN BEACON SIM 109,477 117,621
91324PFF4 UNITEDHEALTH GRP INC 9,983 10,025
09247XAN1 BLACKROCK INC 49,700 48,704
125523CM0 CIGNA CORP 12,528 12,702
24422EXP9 JOHN DEERE CAP MTN 15,265 14,974
437076DB5 HOME DEPOT INC 9,967 10,095
25746UCE7 DOMINION RESOURCES 14,529 14,899
38141GWZ3 GOLDMAN SACHS V-Q 19,757 19,460
17327CAM5 CITIGROUP INC V-D 14,402 14,405
46647PBE5 JPMORGAN CHASE V-Q 12,963 13,512
6174468P7 MORGAN STAN MTN V-D 54,782 46,442
06418GAD9 BANK NOVA SCOT CONV 14,909 15,156
025816DL0 AMERICAN EXPRESS 15,198 15,186

TY 2024 InvestmentsCorpStockSchedule
Name:
MORTIMER R PROCTOR FOUNDATION
EIN:
03-6020099
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES    
ABBVIE INC    
ACCENTURE PLC- CL A    
ADOBE INC    
AIR PRODUCTS & CHEMICALS INC    
ALPHABET INC CL C    
AMAZON.COM INC    
AMERICAN ELECTRIC POWER CO INC    
AMERICAN TOWER CORP CL A    
ANALOG DEVICES INC    
APPLE INC    
AVALONBAY COMMUNITIES INC    
BANK AMER CORP    
BLACKROCK INC    
BOOKING HOLDINGS INC    
BROADCOM INC    
CHEVRON CORP    
CISCO SYSTEMS INC    
CMS ENERGY CORP COM    
COMCAST CORP NEW A    
COSTCO WHOLESALE CORP COM    
CVS HEALTH CORPORATION    
DANAHER CORP COM    
DEERE & CO COMMON    
ELEVANCE HEALTH INC    
EOG RESOURCES INC COM    
HOME DEPOT INC COM    
JOHNSON & JOHNSON    
JOHNSON CONTROLS INTERNATIONAL    
JPMORGAN CHASE & CO    
LOCKHEED MARTIN CORPORATION CO    
MASTERCARD INC CL A    
MCDONALD'S CORPORATION    
MERCK & CO INC    
META PLATFORMS, INC-A    
MICROSOFT CORP    
MORGAN STANLEY GROUP INC    
NVIDIA CORP COM    
OMNICOM GROUP INC COM    
ORACLE CORPORATION COM    
PAYPAL HOLDINGS INC    
PEPSICO INC COM    
SHERWIN WILLIAMS CO COM    
TARGET CORP COM    
TESLA INC.    
UNION PACIFIC CORP COM    
UNITED PARCEL SERVICE CL B    
WALT DISNEY CO    
AB CONCENTRATED GR FD CL ADV    
AMERICAN BEACON SIM H/Y-INS    
AMG RIVER RD SM-CAP VALUE FD C    
BAILLIE GIFFORD EMERG MKTS CL    
BLACKROCK EVENT DRIVEN EQ FD C    
COLUMBIA OVERSEAS VALUE-I3    
HARBOR LG-CAP VALUE FD CL RET    
ISHARES CORE MSCI EAFE ETF    
ISHARES CORE MSCI EMERGING    
ISHARES MSCI USA QUALITY FACTO    
ISHARES RUSSELL 1000 GROWTH ET    
ISHARES RUSSELL 1000 VALUE ETF    
JPMORGAN MTG-BACKED SEC FD CL    
T ROWE PRICE LG-CAP GR FD CL I    
VIRTUS KAR SMALL-CAP GROWTH I    
WCM FOCUSED INT'L GR FR CL INS    
WILMINGTON GLOBAL ALPHA EQUITI    
WILMINGTON INTERNATIONAL FUND-    
WILMINGTON REAL ASSET FUND-I    
ABBVIE INC 3.600% 5    
BANK MONT MTN CONV 5.920% 9    
BANK NOVA SCOT CONV 5.250% 6    
BANK OF AMER MTN V-Q 2.496% 2    
BLACKROCK INC 3.200% 3    
CIGNA CORP 2.375% 3    
DOMINION RESOURCES 3.900% 10    
FHLB 2.750% 12    
FNMA 2.625% 9    
GENERAL MILLS IN 2.875% 4    
GOLDMAN SACHS GP 3.800% 3    
JPMORGAN CHASE V-Q 2.739% 10    
KEURIG DR PEPPER INC 4.597% 5    
MCCORMICK & CO INC 0.900% 2    
MORGAN STAN MTN V-D 3.622% 4    
ORACLE CORP 3.250% 11    
ROYAL BK CA MTN CONV 5.200% 8    
SIMON PROPERTY GROUP 3.300% 1    
SOUTHERN CO 1.750% 3    
TOR DOM BK MTN CONV 2.000% 9    
U.S. TREASURY NOTES 0.250% 10    
U.S. TREASURY NOTES 0.625% 8    
U.S. TREASURY NOTES 1.125% 8    
U.S. TREASURY NOTES 1.250% 3    
U.S. TREASURY NOTES 1.250% 5    
U.S. TREASURY NOTES 1.500% 8    
U.S. TREASURY NOTES 1.500% 11    
U.S. TREASURY NOTES 1.625% 2    
U.S. TREASURY NOTES 1.625% 5    
U.S. TREASURY NOTES 1.625% 5    
U.S. TREASURY NOTES 1.750% 11    
U.S. TREASURY NOTES 2.000% 11    
U.S. TREASURY NOTES 2.125% 5    
U.S. TREASURY NOTES 2.250% 2    
U.S. TREASURY NOTES 2.250% 11    
U.S. TREASURY NOTES 2.375% 5    
U.S. TREASURY NOTES 2.500% 5    
U.S. TREASURY NOTES 2.625% 1    
U.S. TREASURY NOTES 2.750% 2    
U.S. TREASURY NOTES 2.750% 4    
U.S. TREASURY NOTES 2.750% 8    
U.S. TREASURY NOTES 2.875% 5    
U.S. TREASURY NOTES 3.125% 8    
U.S. TREASURY NOTES 3.125% 11    
U.S. TREASURY NOTES 3.375% 5    
U.S. TREASURY NOTES 3.500% 2    
U.S. TREASURY NOTES 4.000% 2    
U.S. TREASURY NOTES 4.125% 11    
U.S. TREASURY NOTES 4.500% 11    
VERIZON COMM INC 2.550% 3    
WELLS FARGO MTN V-D 3.526% 3    
45775L408 T ROWE PRICE LG-CAP 5,445 7,173
30303M102 META PLATFORMS, INC- 19,859 32,789
532457108 ELI LILLY & CO 21,741 20,844
056823396 BAILLIE GIFFORD EMER 56,000 56,668
11135F101 BROADCOM INC 16,450 42,659
580135101 MCDONALD'S CORPORATI 8,857 8,697
26875P101 EOG RESOURCES INC CO 17,395 17,897
56065F282 NYLI PINESTONE US EQ 37,352 38,456
G6700G107 NVENT ELECTRIC PLC 10,941 8,724
00770X675 PZENA EMERG MKTS VAL 30,828 30,280
46625H100 JPMORGAN CHASE & CO 25,079 45,545
254687106 WALT DISNEY CO 18,368 22,381
19766P868 COLUMBIA OVERSEAS VA 137,000 141,332
46434G103 ISHARES CORE MSCI EM 27,862 29,765
68389X105 ORACLE CORPORATION C 9,762 13,664
742718109 PROCTER & GAMBLE CO 11,153 11,233
46432F339 ISHARES MSCI USA QUA 11,095 14,246
060505104 BANK AMER CORP 18,262 30,545
166764100 CHEVRON CORP 18,244 17,091
00724F101 ADOBE INC 7,732 10,228
03027X100 AMERICAN TOWER CORP 9,708 10,088
539830109 LOCKHEED MARTIN CORP 10,704 11,177
125896100 CMS ENERGY CORP COM 9,747 10,864
02079K107 ALPHABET INC CL C 35,169 53,323
032654105 ANALOG DEVICES INC 13,379 16,997
911312106 UNITED PARCEL SERVIC 12,177 8,323
023135106 AMAZON.COM INC 30,271 54,409
617446448 MORGAN STANLEY GROUP 10,303 14,206
713448108 PEPSICO INC COM 9,565 7,755
594918104 MICROSOFT CORP 57,100 80,507
09290D101 BLACKROCK INC 13,818 19,477
053484101 AVALONBAY COMMUNITIE 14,026 15,838
464287630 ISHARES RUSSELL 2000 40,781 44,326
97181C787 WILMINGTON INTERNATI 112,000 121,393
G51502105 JOHNSON CONTROLS INT 10,678 12,313
464287598 ISHARES RUSSELL 1000 11,312 12,959
46432F842 ISHARES CORE MSCI EA 23,923 27,409
97181C332 WILMINGTON GLOBAL AL 71,667 77,314
824348106 SHERWIN WILLIAMS CO 9,817 12,577
91324P102 UNITEDHEALTH GROUP I 14,375 12,647
235851102 DANAHER CORP COM 18,479 19,971
97181C431 WILMINGTON REAL ASSE 130,000 137,062
09857L108 BOOKING HOLDINGS INC 11,376 19,874
00287Y109 ABBVIE INC 6,979 14,216
907818108 UNION PACIFIC CORP C 8,201 8,894
22160K105 COSTCO WHOLESALE COR 19,605 32,986
411512478 HARBOR LG-CAP VALUE 7,694 7,917
14064D774 FT BHVRL SM CAP GRW- 55,000 61,162
244199105 DEERE & CO COMMON 17,911 19,067
67066G104 NVIDIA CORP COM 30,685 78,022
464287614 ISHARES RUSSELL 1000 7,090 10,040
437076102 HOME DEPOT INC COM 13,595 21,005
002824100 ABBOTT LABORATORIES 12,418 14,591
037833100 APPLE INC 55,165 88,649
009158106 AIR PRODUCTS & CHEMI 8,056 7,831
17275R102 CISCO SYSTEMS INC 9,749 10,419
09250J734 BLACKROCK EVENT DRIV 70,016 71,585
87612E106 TARGET CORP COM 11,787 12,166
88160R101 TESLA INC. 17,998 25,846
57636Q104 MASTERCARD INC CL A 22,129 28,961
58933Y105 MERCK & CO INC 8,624 10,644
00171A852 AMG RIVER RD SM-CAP 51,071 54,138
G1151C101 ACCENTURE PLC- CL A 10,435 11,609
461418444 WCM FOCUSED INT'L GR 118,000 109,924
025537101 AMERICAN ELECTRIC PO 9,052 9,592

TY 2024 InvestmentsGovtObligationsSch
Name:
MORTIMER R PROCTOR FOUNDATION
EIN:
03-6020099
US Government Securities - End of Year Book Value:

882,801
US Government Securities - End of Year Fair Market Value:

849,669
State & Local Government Securities - End of Year Book Value:


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


 


TY 2024 LegalFeesSchedule
Name:
MORTIMER R PROCTOR FOUNDATION
EIN:
03-6020099
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 193     193
LEGAL FEES - INCOME (ALLOCABLE 193     193


TY 2024 OtherDecreasesSchedule
Name:
MORTIMER R PROCTOR FOUNDATION
EIN:
03-6020099
Description Amount
2024 TR POSTED IN 2025 3,387
RETURN OF CAPITAL ADJUSTMENT 1,007
ADJUSTMENT FOR ACCRUED INTEREST 675
WASH SALE ADJUSTMENT 58


TY 2024 OtherIncreasesSchedule
Name:
MORTIMER R PROCTOR FOUNDATION
EIN:
03-6020099
Description Amount
2023 TR POSTED IN 2024 1,191
ADJUSTMENT TO INCOME 1,563
ROUNDING 28


TY 2024 TaxesSchedule
Name:
MORTIMER R PROCTOR FOUNDATION
EIN:
03-6020099
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE 2,841 0   0
FOREIGN TAXES ON QUALIFIED FOR 926 926   0
FOREIGN TAXES ON NONQUALIFIED 301 301   0