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
Bevan Daddino Foundation Inc
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

74-3219861
B Telephone number (see instructions)

(800) 839-1754
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$6,408,966J 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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 431 431  
4 Dividends and interest from securities... 163,089 163,089  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 716,404
b Gross sales price for all assets on line 6a 3,365,880
7 Capital gain net income (from Part IV, line 2)... 726,953
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........ 879,924 890,473  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
50,220 50,220    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
9,127 514    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
35,474 22   35,452
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 94,821 50,756   35,452
25 Contributions, gifts, grants paid....... 203,576 203,576
26 Total expenses and disbursements. Add lines 24 and 25 298,397 50,756   239,028
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 581,527
b Net investment income (if negative, enter -0-) 839,717
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......... 101,212 140,722 140,722
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)      
b Investments—corporate stock (attach schedule)....... 4,409,782 Click to see attachment
List of Attached Documents:
// Content
4,951,799 		6,268,244
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
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) 4,510,994 5,092,521 6,408,966
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 4,510,994 5,092,521
29 Total net assets or fund balances (see instructions)..... 4,510,994 5,092,521
30 Total liabilities and net assets/fund balances (see instructions). 4,510,994 5,092,521
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
4,510,994
2
Enter amount from Part I, line 27a .....................
2
581,527
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
5,092,521
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,092,521
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,365,880   2,638,927 726,953
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       726,953
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 726,953
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 11,672
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  
3 Add lines 1 and 2........................... 3 11,672
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 11,672
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 5,900
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,900
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 1
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 5,773
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 arrow   Refundedright arrow 11  
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 arrowDE
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
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
Susan Bevan Dir, Pres
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Adam Bevan Daddino Dir, VP
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Claire Josephine Bevan Daddino Dir, VP
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Colin Bevan Daddino VP
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
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
 
Total number of other employees paid over $50,000...................right arrow  
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
Charles Schwab & Co Investment Mgmt 50,220
3000 Schwab Way
WESTLAKE,TX76262
Total number of others receiving over $50,000 for professional services.............right arrow  
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
6,054,498
b
Average of monthly cash balances.......................
1b
114,939
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,169,437
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
6,169,437
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
92,542
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,076,895
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
303,845
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
303,845
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
11,672
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
11,672
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
292,173
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
292,173
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
292,173
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
239,028
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
239,028
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 7 292,173
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 237,026
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 239,028
a Applied to 2023, but not more than line 2a 237,026
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount..... 2,002
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024.    
(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 .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		290,171
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) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024.... 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).)
NONE
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

ALPHA PHI FOUNDATION INC

PO BOX 7410667
CHICAGO,IL60674 		N/A PC Leading With Heart Campaign 1,001

ALPHA PHI FOUNDATION INC

PO BOX 7410667
CHICAGO,IL60674 		N/A PC Susan Bevan Leadership Fund 5,000

ALPHA PHI FOUNDATION INC

PO BOX 7410667
CHICAGO,IL60674 		N/A PC Susan Bevan Leadership Fund 2,000

AVON THEATRE FILM CENTER INC

65 HIGH RIDGE RD
STAMFORD,CT06905 		N/A PC Capital Campaign 10,000

BLAIR ACADEMY

2 PARK ST
BLAIRSTOWN,NJ07825 		N/A PC Capital Campaign - the Daddino Dream Den 10,000

BLAIR ACADEMY

2 PARK ST
BLAIRSTOWN,NJ07825 		N/A PC Annual Fund 3,000

Boys and Girls Club of Greenwich

4 HORSENECK LN
Greenwich,CT06830 		N/A PC Charitable Event 1,000

Boys and Girls Club of Greenwich

4 HORSENECK LN
Greenwich,CT06830 		N/A PC Capital Campaign 10,000

BREAST CANCER ALLIANCE INC

48 MAPLE AVE
GREENWICH,CT06830 		N/A PC Charitable Event 5,000

CAGV-EDUCATION FUND INC

PO BOX 123
RIDGEFIELD,CT06877 		N/A PC General & Unrestricted 500

CENTER FOR REPRODUCTIVE RIGHTS INC

199 WATER ST FL 22
NEW YORK,NY10038 		N/A PC Charitable Event 5,000

DEPAUL UNIVERSITY

1 E JACKSON BLVD
CHICAGO,IL60604 		N/A PC De Paul University College of Law - Public Interest Summer Fellows 10,000

FIBROLAMELLAR CANCER FOUNDATION

20 HORSENECK LN STE 2
GREENWICH,CT06830 		N/A PC General & Unrestricted 1,000

FRED HUTCHINSON CANCER CENTER

1100 FAIRVIEW AVE N MAIL STOP J5-20
SEATTLE,WA98109 		N/A PC Palliative Care led by Dr Elizabeth Loggers 5,000

FRIENDS OF LAKEWOLD

PO BOX 39780
LAKEWOOD,WA98496 		N/A PC General & Unrestricted 500

FULL COURT PEACE

110 DELAWARE RD
EASTON,CT06612 		N/A PC to purchase tennis equipment 1,000

GARRETT B SMITH FOUNDATION

PO BOX 5118
GREENWICH,CT06831 		N/A PC General & Unrestricted 1,000

GIRLS WITH IMPACT INC

15 E PUTNAM AVE 276
GREENWICH,CT06830 		N/A PC General & Unrestricted 5,000

GREENWICH ADULT DAY CARE INC

125 RIVER RD EXT
COS COB,CT06807 		N/A PC Family Care Fund 5,000

GREENWICH COUNTRY DAY SCHOOL INC

OLD CHURCH RD BOX 623
GREENWICH,CT06836 		N/A PC GCDS-School of Leadership-Afghanistan (SOLA) 900

GREENWICH COUNTRY DAY SCHOOL INC

OLD CHURCH RD BOX 623
GREENWICH,CT06836 		N/A PC center 4 public good 3,000

GREENWICH COUNTRY DAY SCHOOL INC

OLD CHURCH RD BOX 623
GREENWICH,CT06836 		N/A PC GCDS 1st Capital Campaign 10,000

GREENWICH COUNTRY DAY SCHOOL INC

OLD CHURCH RD BOX 623
GREENWICH,CT06836 		N/A PC Grandparent Annual Fund Appeal 1,000

GREENWICH HOSPITAL

5 PERRYRIDGE RD
GREENWICH,CT06830 		N/A PC Adolescent Behavioral Health OutPatient Center 2,000

GREENWICH LIBRARY

101 W PUTNAM AVE
GREENWICH,CT06830 		N/A PC Charitable Event 9,700

HARVARD BUSINESS SCHOOL

PO BOX 412275
BOSTON,MA02241 		N/A PC General & Unrestricted 1,000

JOEY O DONNELL FOUNDATION TRUST

101 HUNTINGTON AVE STE 515
BOSTON,MA02199 		N/A PC General & Unrestricted 500

MAKE-A-WISH FOUNDATION OF CT INC

56 COMMERCE DR
TRUMBULL,CT06611 		N/A PC General & Unrestricted 1,000

MAP EDUCATIONAL FUND

70 EAST 77TH ST 1C
NEW YORK,NY10075 		N/A PC General & Unrestricted 3,000

NATURE CONSERVANCY

55 CHURCH ST FLOOR 3
NEW HAVEN,CT06510 		N/A PC General & Unrestricted 25,000

NEW YORK SHAKESPEARE FESTIVAL

425 LAFAYETTE ST
NEW YORK,NY10003 		N/A PC Forever Public 5,000

PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND INC

345 WHITNEY AVE
NEW HAVEN,CT06511 		N/A PC General & Unrestricted 100

PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND INC

345 WHITNEY AVE
NEW HAVEN,CT06511 		N/A PC Charitable Event 375

PUTNAM-INDIAN FIELD SCHOOL INC

101 INDIAN FIELD RD
GREENWICH,CT06830 		N/A PC General & Unrestricted 1,000

SANTA CLARA UNIVERSITY

500 EL CAMINO REAL
SANTA CLARA,CA95053 		N/A PC Leavy School of Business 1,000

SOUND WATERS INC

COVE ISLAND PARK 1281 COVE RD
STAMFORD,CT06902 		N/A PC Soundwaters Harbor Ambitions Campaign 10,000

ST BARNABAS EPISCOPAL CHURCH

954 LAKE AVE
GREENWICH,CT06831 		N/A PC General & Unrestricted 2,000

TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW

435 W 116TH ST BOX E9
NEW YORK,NY10027 		N/A PC Center for Gender and Sexuality Law - ERA Project 3,400

TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW

435 W 116TH ST BOX E9
NEW YORK,NY10027 		N/A PC ERA Project of the Columbia School of Law 1,000

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

2929 WALNUT ST STE 300
PHILADELPHIA,PA19104 		N/A PC Wharton Undergraduate Programs 1,000

UNIVERSITY OF SAN FRANCISCO

2130 FULTON ST
SAN FRANCISCO,CA94117 		N/A PC Day of Giving 1,000

UNIVERSITY OF SAN FRANCISCO

2130 FULTON ST
SAN FRANCISCO,CA94117 		N/A PC Eugene Muscat Endowed Scholarship Fund and The Alexander Urban Endowed Fund 1,000

UNIVERSITY OF WASHINGTON

4333 BROOKLYN AVE NE BOX 359505
SEATTLE,WA98195 		N/A GOV Husky Giving Day 5,000

UNIVERSITY OF WASHINGTON

BOX 358045
SEATTLE,WA98195 		N/A PC Cancer Vaccine Institute led by Dr Nora Disis 10,000

UNIVERSITY OF WASHINGTON

4333 BROOKLYN AVE NE BOX 359505
SEATTLE,WA98195 		N/A GOV Charitable Event 10,000

UNIVERSITY OF WASHINGTON

BOX 358045
SEATTLE,WA98195 		N/A PC Airlift Northwest 5,000

UNIVERSITY OF WASHINGTON

4333 BROOKLYN AVE NE BOX 359505
SEATTLE,WA98195 		N/A GOV UW Friday Harbor Labs 5,000

UNIVERSITY OF WASHINGTON

4333 BROOKLYN AVE NE BOX 359505
SEATTLE,WA98195 		N/A GOV Pulling Together - University of Washington Shell House 1,000

UNIVERSITY OF WASHINGTON FOUNDATION

PO BOX 359505
SEATTLE,WA98195 		N/A PC Sisterhood Initiative DSC 500

YALE UNIVERSITY

PO BOX 7611
NEW HAVEN,CT06519 		N/A PC Translational Research Fund led by Dr. Roy Herbst and Cardiovascular Medicine Gift fund led by Dr. Erica Spatz 2,000

YWCA GREENWICH CONNECTICUT INC

259 E PUTNAM AVE
GREENWICH,CT06830 		N/A PC General & Unrestricted 100
Total .................................right arrow 3a 203,576
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 ........... 		    14 431  
4 Dividends and interest from securities ....     14 163,089  
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 ............ 		    18 716,404  
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) ..   879,924  
13Total. Add line 12, columns (b), (d), and (e)..................
13
879,924
(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

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 DepreciationSchedule
Name:
Bevan Daddino Foundation Inc
EIN:
74-3219861
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2024 InvestmentsCorpStockSchedule
Name:
Bevan Daddino Foundation Inc
EIN:
74-3219861
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS 14,395 16,967
ABBVIE INC 26,544 28,077
ALIGN TECHNOLOGY, INC 4,347 3,753
ALLEGION PLC 5,725 6,665
ALLSTATE CORP 18,403 30,075
ALNYLAM PHARMACEUTICALS, INC 32,423 28,943
ALPHABET INC CL A 85,975 122,099
ALPHABET INC CL C 57,889 71,034
AMAZON COM 114,559 205,349
AMERICAN EXPRESS CO 13,005 23,150
AMETEK INC 4,056 5,949
AMGEN INC 14,449 14,856
ANALOG DEVICES INC 30,172 29,319
AON PLC CL A 15,717 17,958
APPLE INC 111,976 152,255
APPLIED MATERIALS INC 7,326 9,920
APPLOVIN CORP 5,649 20,077
AQR CORE EQUITY FUND CLASS L 621,804 706,880
ASTRAZENECA 10,109 10,025
AUTOMATIC DATA PROCESSING INC 31,216 30,737
AUTONATION INC 10,929 12,228
AUTOZONE INC 6,531 19,212
AXON ENTERPRISE 12,053 17,235
BALL CP 7,037 5,734
BANK OF AMERICA CORP 28,516 28,392
BAXTER INTERNATIONAL INC 45,814 21,316
BIOMARIN PHARMACEUTICAL INC 5,125 3,484
BIONTECH SE ADR 3,434 3,305
BJ'S WHLSL CLUB INC 11,354 11,973
BLUE OWL CAPITAL 25,254 29,261
BOOKING HOLDINGS INC 34,767 44,716
BOSTON SCIENTIFIC 12,895 22,062
BROADCOM INC 52,837 79,985
BUILDERS FIRST SOURCE INC 8,489 7,147
CANADIAN NATURAL RESOURCES LTD 4,493 10,897
CAVA GROUP INC 2,246 5,640
CENCORA INC 28,021 38,870
CENOVUS ENERGY INC 14,071 12,529
CENTERPOINT ENERGY 11,278 14,215
CHENIERE ENERGY INC 8,270 12,033
CHEVRON CORP 30,029 26,651
CHIPOTLE MEX GRILL 35,094 39,074
CHUBB LIMITED 5,170 8,565
CIGNA CORPORATION 19,320 27,338
CISCO SYSTEMS INC 17,849 32,146
CLOUDFLARE, INC. 3,039 3,876
COCA COLA EUROPEAN PARTNERS PL 10,459 14,056
COGNIZANT TECHNOLOGY SOLUTIONS 20,626 27,146
COINBASE GLOBAL 5,659 5,711
COMFORT SYSTEMS USA INC 10,293 11,026
CONAGRA FOODS INC 25,221 23,948
CONOCOPHILLIPS 13,351 18,644
COOPER COMPANIES INC 5,122 5,516
CORPAY INC 23,238 29,104
CRH PLC - AMERICAN DEPOSITARY 12,469 22,852
CVS CAREMARK CORP 21,698 15,667
DATADOG INC 9,754 13,717
DEERE CO 5,874 10,169
DELL TECHNOLOGIES INC CLASS C 5,625 12,215
DELTA AIR LINES INC 13,641 13,855
DIAMOND HILL SMALL MID CAP FD 246,191 284,338
DIAMONDBACK ENERGY INC 23,731 21,626
DISCOVER FINL SVCS COM 18,610 23,559
DOMINOS PIZZA INC 5,397 6,296
DOORDASH ORD SHS CLASS A 4,313 6,542
DOVER CORP 30,667 35,081
DRAFTKINGS INC 8,879 8,333
DT MIDSTREAM INC 7,919 10,241
DU PONT DE NEMOURS 22,114 27,145
DUKE ENERGY CO 27,217 29,521
DYNATRACE 6,271 6,902
E.L.F. BEAUTY, INC. 6,512 5,022
EATON CORP PLC 31,009 32,523
ECOLAB INC 27,197 25,775
ELECTRONIC ARTS 28,692 28,090
ELI LILLY & CO 33,953 43,232
EMERSON ELECTRIC CO 13,225 14,996
ENTEGRIS INC 7,671 6,142
EQUIFAX INC 6,704 7,900
EQUITABLE HOLDINGS INC 10,495 9,953
EQUITY RESIDENTIAL PPTYS TR 27,077 30,785
EXPAND ENERGY CORP 3,316 3,584
EXXON MOBIL CORP 27,528 28,291
FAIR ISSAC & CO INC 22,828 37,828
FASTENAL COMPANY 10,530 10,930
FIDELITY NATIONAL INFORMATION 71,114 61,708
FIRST ENERGY CORP 15,626 15,395
FISERV, INC 27,783 27,937
FLEXTRONICS INTERNATIONAL 13,148 17,659
FLOOR AND DECOR HOLDINGS 3,150 2,891
FORTIVE CORPORATION 15,151 16,875
GALLAGHER ARTHUR J & CO 63,886 64,150
GARTNER INC 9,608 9,689
GE VERNOVA 4,888 10,197
GEN DYNAMICS CP 10,766 13,701
GENERAL ELECTRIC CO 31,417 34,192
GENUINE PARTS COMPANY 29,095 22,651
GOLDMAN SACHS GROUP 5,811 10,880
HEWLETT PACKARD ENTERPRISE CO 9,519 9,437
HILTON WORLDWIDE HOLDINGS, INC 24,148 33,367
HOLOGIC, INC 35,321 34,171
HOME DEPOT INC 12,872 14,393
HONEYWELL INTL 58,225 65,056
HOWMET AEROSPACE ORD SHS 22,714 21,108
HUBSPOT INC 3,946 7,664
HUMANA INC 2,799 2,791
HUNTINGTON BANCSHARES INC 15,831 19,524
IDEXX CORP 11,453 8,269
INSULET CORPORATION 10,250 12,792
INTERCONTINENTAL EXCHANGE, INC 6,283 9,090
INTUIT 21,969 21,998
INTUITIVE SURGICAL 20,570 39,669
ISHARES S&P 500 INDEX FD 93,482 178,370
ITT INC 1,564 3,000
JACOBS SOLUTIONS INC 38,179 42,892
JOHNSON & JOHNSON 22,845 27,189
JP MORGAN CHASE 30,548 65,681
KBR INC 9,032 8,168
KENVUE INC 17,573 17,294
KEYSIGHT TECHNOLOGIES INC 12,310 12,850
KINROSS GOLD CORP 8,579 9,492
KKR & CO INC 19,314 30,617
LAM RESEARCH CORP 24,093 26,725
LAMB WESTON HOLDINGS INC 7,433 6,683
LEIDOS HOLDINGS INC 9,516 14,262
LENNAR CORP 11,953 10,364
LIVE NATION INC COM 7,081 9,842
LOWES COMPANIES INC 29,199 33,565
LPL FINANCIAL HOLDINGS INC 19,901 25,468
MANHATTAN ASSOCIATES INC 8,307 10,269
MARATHON PETROLEUM CORP 5,407 14,229
MARTIN MARIETTA MATLS INC 7,099 10,847
MARVELL TECHNOLOGY, INC 3,834 8,726
MASCO CORP 5,349 7,475
MASTERCARD INC 42,593 55,290
MCKESSON CORP 12,671 21,087
MEDTRONIC PLC 2,673 2,636
MERCK & CO INC 15,980 24,671
META PLATFORMS INC 52,672 109,490
METTLER-TOLEDO INTL 3,759 3,671
MGM RESORTS INTERNATIONAL 6,461 5,267
MICROCHIP TECHNOLOGY INC 13,933 10,782
MICRON TECHNOLOGY 16,195 17,589
MICROSOFT CORP 189,322 258,801
MKS INSTRUMENTS, INC 4,199 3,967
MONDAY.COM LTD 4,085 4,473
MONGODB INC CL A 10,885 6,984
MORGAN STANLEY 13,596 19,989
MSCI INC 13,404 16,200
NASDAQ OMX GROUP 2,861 3,634
NETFLIX INC 19,389 29,414
NEUROCRINE BIOSCIENCES, INC 5,465 7,235
NEXTERA ENERGY, INC 10,023 9,965
NICE SYSTEMS LTD 9,394 8,832
NIKE INC-CL B 28,370 25,728
NORFOLK SOUTHERN CORP 20,488 18,776
NORTHROP GRUMMAN CORP 16,819 27,688
NVIDIA CORP 43,265 198,749
NXP SEMICONDUCTORS 6,098 6,859
O'REILLY AUTOMOTIVE INC 32,815 37,946
OLD DOMINION FREIGHT LINE 7,228 10,584
OMNICOM GROUP 13,459 12,648
ORACLE CORP 72,153 107,150
PALANTIR TECHNOLOGIES INC 6,457 21,025
PERMIAN RESOURCES CORP CLASS A 5,126 4,803
PHILIP MORRIS INTL 23,715 29,486
PHILLIPS 66 6,470 5,469
PPL CORPORATION 14,243 13,406
ROBERT HALF INTL INC 9,581 10,076
ROCKWELL AUTOMATION INC 6,847 6,859
ROIVANT SCIENCES LTD 4,473 4,649
ROSS STORES, INC 5,017 6,958
ROYAL CARRIBEAN CRUISE 8,250 7,843
SAIA, INC 4,015 5,924
SAMSARA INC CL A 1,825 2,228
SANOFI-AVENTIS SPONSORED ADR 2,671 2,653
SCHLUMBERGER LTD 16,329 18,096
SERVICE NOW 17,486 43,465
SHOPIFY INC 11,803 19,352
SMURFIT 10,422 12,442
SNOWFLAKE INC 16,283 14,669
SPOTIFY TECHNOLOGY SA 36,282 52,791
STRYKER CORPORATION 23,773 24,843
SYNOPSYS, INC 22,610 24,753
SYSCO CORP 24,789 24,620
T-MOBILE US INC 8,396 13,906
TECK RESOURCES LIMITED 13,570 12,443
TELEDYNE TECH INC 25,629 29,240
TESLA MOTORS INC 36,817 65,018
TEXAS INSTRUMENTS INC 28,549 26,814
TEXAS ROADHOUSE, INC 8,414 8,661
THE HERSHEY COMPANY 29,209 24,894
THE TRADE DESK INC 7,183 14,221
TRADEWEB MARKETS INC 3,330 5,630
TRANE TECHNOLOGIES PLC 23,495 31,764
TRAVELERS COMPANIES INC 24,034 29,870
TRIMBLE NAV LTD 8,232 9,539
TRUIST FINANCIAL CORPORATION 28,849 29,889
TYLER TECHNOLOGIES, INC 10,475 13,263
UBER 13,434 13,089
UNITED CONTINENTAL HOLDINGS IN 11,091 13,206
UNITED RENTALS INC 7,889 12,680
UNITEDHEALTH GROUP INC 25,385 27,316
US BANCORP 31,225 30,850
US FOODS HOLDING CORPORATION 12,096 20,913
VARONIS SYSTEMS INC 2,837 2,621
VEEVA SYSTEMS INC 10,194 9,672
VERTIV CL A 13,651 17,155
VISTRA ENERGY CORP 4,224 6,894
VULCAN MATERIALS CO 21,376 20,578
WALT DISNEY HOLDINGS CO 44,406 46,210
WELLS FARGO & CO 12,337 18,824
WEST PHARMA SVCS INC 7,644 9,172
WESTINGHOUSE AIR BRAKE TECHNOL 6,677 15,167
WINGSTOP INC 7,071 5,968
WOODWARD INC 2,762 3,994
WORKDAY INC 23,269 26,835
ZSCALER INC 8,656 7,938

TY 2024 OtherExpensesSchedule
Name:
Bevan Daddino Foundation Inc
EIN:
74-3219861
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 34,866     34,866
Bank Charges 22 22    
Registered Agent Fee 561     561
State or Local Filing Fees 25     25


TY 2024 OtherProfessionalFeesSchedule
Name:
Bevan Daddino Foundation Inc
EIN:
74-3219861
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 50,220 50,220    


TY 2024 TaxesSchedule
Name:
Bevan Daddino Foundation Inc
EIN:
74-3219861
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2024 5,900      
990-PF Excise Tax for 2023 2,713      
Foreign Tax Paid 514 514