Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
William Gundry Broughton
Charitable Private Foundation Inc
Number and street (or P.O. box number if mail is not delivered to street address) 133 Saratoga Road Suite 8
  Room/suite
City or town
Glenville
State or province
NY
Country  
ZIP or foreign postal code
12302
A Employer identification number

22-3122633
B Telephone number (see instructions)

5188986703
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$23,384,023J 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 .................
3 Interest on savings and temporary cash investments 149 149 149
4 Dividends and interest from securities... 387,440 387,440 387,440
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 722,223
b Gross sales price for all assets on line 6a 1,467,793
7 Capital gain net income (from Part IV, line 2)... 722,223
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,109,812 1,109,812 387,589
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 24,500      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
8,139      
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
60,153 60,153    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
13,031 2,631    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 5,273      
21 Travel, conferences, and meetings....... 224      
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
5,505      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 116,825 62,784   0
25 Contributions, gifts, grants paid....... 1,018,500 1,018,500
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,135,325 62,784   1,018,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -25,513
b Net investment income (if negative, enter -0-) 1,047,028
c Adjusted net income (if negative, enter -0-)... 387,589
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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......... 224,155 203,319 203,319
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 4,641    
10a Investments—U.S. and state government obligations (attach schedule) 334,316 Click to see attachment
List of Attached Documents:
// Content
337,567 		369,810
b Investments—corporate stock (attach schedule)....... 3,467,660 Click to see attachment
List of Attached Documents:
// Content
3,214,544 		6,233,975
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,470,262 Click to see attachment
List of Attached Documents:
// Content
4,720,091 		16,576,919
14 Land, buildings, and equipment: basis 8,301
Less: accumulated depreciation (attach schedule) 8,301      
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,501,034 8,475,521 23,384,023
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 )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
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 8,501,034 8,475,521
29 Total net assets or fund balances (see instructions)..... 8,501,034 8,475,521
30 Total liabilities and net assets/fund balances (see instructions). 8,501,034 8,475,521
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
8,501,034
2
Enter amount from Part I, line 27a .....................
2
-25,513
3
Other increases not included in line 2 (itemize)
3
 
4
Add lines 1, 2, and 3 ..........................
4
8,475,521
5
Decreases not included in line 2 (itemize)
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
8,475,521
Form 990-PF (2025)
Form 990-PF (2025)
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 115 AGILENT TECHNOLOGIES P 2023-12-12 2025-11-25
b 50 GALLAGHER ARTHUR J & P 2020-05-28 2025-03-27
c 50 GALLAGHER ARTHUR J & P 2020-05-28 2025-05-14
d 50 GALLAGHER ARTHUR J & P 2020-05-28 2025-06-20
e 25 GALLAGHER ARTHUR J & P 2020-05-28 2025-11-25
500 AMPHENOL CORP NEW A P 2022-09-06 2025-05-14
165 AMPHENOL CORP NEW A P 2022-09-06 2025-06-20
800 AMPHENOL CORP NEW A P 2022-09-06 2025-07-22
50 AMPHENOL CORP NEW A P 2022-09-06 2025-11-06
125 AMPHENOL CORP NEW A P 2022-09-06 2025-11-25
140 BROOKFIELD ASSET MGM A P 2023-05-19 2025-03-27
375 BROOKFIELD ASSET MGM A P 2023-05-19 2025-05-14
165 BROOKFIELD ASSET MGM A P 2023-05-19 2025-06-20
1000 BROOKFIELD ASSET MGM A P 2023-05-19 2025-07-22
80 BROOKFIELD ASSET MGM A P 2023-05-19 2025-11-25
55 BROADRIDGE FINL SOLU P 2019-04-17 2025-03-27
50 BROADRIDGE FINL SOLU P 2019-04-17 2025-06-20
200 BROADRIDGE FINL SOLU P 2019-04-17 2025-07-22
40 BROADRIDGE FINL SOLU P 2019-04-17 2025-11-06
80 BROADRIDGE FINL SOLU P 2019-04-17 2025-11-25
720 CDW CORP P 2014-01-21 2025-04-04
55 CINTAS CORP P 2020-07-16 2025-06-20
45 CINTAS CORP P 2020-07-16 2025-11-25
30 HEICO CORP NEW A P 2020-09-18 2025-11-06
125 HEICO CORP NEW A P 2020-09-18 2025-11-25
30 IDEX CORP P 2000-01-28 2025-11-06
125 IDEX CORP P 2000-01-28 2025-11-25
85 HENRY JACK & ASSOC I P 2020-04-02 2025-11-25
1980 MCCORMICK & CO INC P 2020-12-31 2025-04-07
850 MCCORMICK & CO INC P 2020-11-19 2025-04-07
1130 MCCORMICK & CO INC P 2023-10-03 2025-04-07
65 PAYCHEX INC P 2020-04-23 2025-03-27
125 PAYCHEX INC P 2020-04-23 2025-06-20
132 POOL CORP P 2020-03-18 2025-08-04
256 POOL CORP P 2020-03-18 2025-08-05
43 POOL CORP P 2020-03-18 2025-08-07
60 POOL CORP P 2020-03-18 2025-08-11
179 POOL CORP P 2020-03-18 2025-08-12
60 ROSS STORES INC P 2001-07-25 2025-11-06
175 ROSS STORES INC P 2001-07-25 2025-11-25
30 REPUBLIC SVCS INC P 2015-04-08 2025-05-14
50 REPUBLIC SVCS INC P 2015-04-08 2025-06-20
50 REPUBLIC SVCS INC P 2015-04-08 2025-11-06
15 REPUBLIC SVCS INC P 2015-04-08 2025-11-25
30 STRYKER CORP P 2012-09-28 2025-03-27
40 STRYKER CORP P 2012-09-28 2025-05-14
30 STRYKER CORP P 2012-09-28 2025-11-06
75 STRYKER CORP P 2012-09-28 2025-11-25
55 TRANE TECHNOLOGIES P P 2017-03-31 2025-05-14
35 TRANE TECHNOLOGIES P P 2017-03-31 2025-06-20
150 TRANE TECHNOLOGIES P P 2017-03-31 2025-07-22
25 TRANE TECHNOLOGIES P P 2017-03-31 2025-11-06
35 VULCAN MATLS CO P 2019-11-21 2025-06-20
35 VULCAN MATLS CO P 2019-11-21 2025-11-06
55 VULCAN MATLS CO P 2019-11-21 2025-11-25
(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 18,177   14,791 3,386
b 16,923   4,687 12,236
c 16,449   4,687 11,762
d 16,025   4,687 11,338
e 6,268   2,344 3,924
42,787   18,203 24,584
15,440   6,007 9,433
81,879   29,124 52,755
6,873   1,820 5,053
17,255   4,551 12,704
7,051   4,383 2,668
22,065   11,740 10,325
9,065   5,166 3,899
60,697   31,307 29,390
4,112   2,505 1,607
13,145   6,285 6,860
11,912   5,714 6,198
48,699   22,854 25,845
8,697   4,571 4,126
18,296   9,142 9,154
104,192   17,615 86,577
12,102   3,825 8,277
8,262   3,129 5,133
7,463   2,797 4,666
30,706   11,653 19,053
5,029   366 4,663
21,774   1,524 20,250
14,759   12,644 2,115
147,672   154,850 -7,178
63,395   77,509 -14,114
84,278   77,341 6,937
9,826   4,386 5,440
18,780   8,435 10,345
40,857   24,507 16,350
79,800   47,530 32,270
13,317   7,983 5,334
18,391   11,140 7,251
55,809   33,234 22,575
9,623   173 9,450
30,849   505 30,344
7,121   1,215 5,906
12,486   2,025 10,461
10,243   2,025 8,218
3,266   608 2,658
11,050   1,668 9,382
15,453   2,223 13,230
10,588   1,668 8,920
28,151   4,169 23,982
23,156   3,467 19,689
14,733   2,206 12,527
66,761   9,456 57,305
10,915   1,576 9,339
8,980   4,914 4,066
10,122   4,914 5,208
16,069   7,722 8,347
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       3,386
b       12,236
c       11,762
d       11,338
e       3,924
      24,584
      9,433
      52,755
      5,053
      12,704
      2,668
      10,325
      3,899
      29,390
      1,607
      6,860
      6,198
      25,845
      4,126
      9,154
      86,577
      8,277
      5,133
      4,666
      19,053
      4,663
      20,250
      2,115
      -7,178
      -14,114
      6,937
      5,440
      10,345
      16,350
      32,270
      5,334
      7,251
      22,575
      9,450
      30,344
      5,906
      10,461
      8,218
      2,658
      9,382
      13,230
      8,920
      23,982
      19,689
      12,527
      57,305
      9,339
      4,066
      5,208
      8,347
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 2 722,223
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 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 14,554
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 14,554
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 14,554
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 10,400
b Exempt foreign organizations—tax withheld at source...... 6b  
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 10,400
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
8 206
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 4,360
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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
 
No
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)
NY
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 2025 or the taxable year beginning in 2025? 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 addresshttps://wgbfoundation.com/
14
The books are in care ofJean Duxbury Telephone no. (518) 898-6703

Located at133 Saratoga Rd Suite 8GlenvilleNY ZIP+4123024108
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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
Thomas Gifford Director
1.00 		1,500    
133 Saratoga Road Suite 8
Glenville,NY12302
Jean M Duxbury Treasurer
5.00 		5,000    
133 Saratoga Road Suite 8
Glenville,NY12302
Grace E Golden President
3.00 		5,000    
133 Saratoga Road Suite 8
Glenville,NY12302
Howard I Mack Director
1.00 		2,000    
133 Saratoga Road Suite 8
Glenville,NY12302
William S Lucarelli Director
1.00 		2,000    
133 Saratoga Road Suite 8
Glenville,NY12302
Susan J Thomas Secretary
5.00 		5,000    
133 Saratoga Road Suite 8
Glenville,NY12302
Christian Mohr Vice President
1.00 		2,000    
133 Saratoga Road Suite 8
Glenville,NY12302
Robin Bingham Director
1.00 		2,000    
133 Saratoga Road Suite 8
Glenville,NY12302
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...................  
Form 990-PF (2025)
Form 990-PF (2025)
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
Fenimore Asset Management Investment Mgt 60,153
384 North Grand Street
Cobleskill,NY12043
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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
22,287,368
b
Average of monthly cash balances.......................
1b
244,405
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
22,531,773
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
 
3
Subtract line 2 from line 1d.........................
3
22,531,773
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
337,977
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
22,193,796
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
1,109,690
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,109,690
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
14,554
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
14,554
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,095,136
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
1,095,136
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
1,095,136
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, line 26, column (d) ..........
1a
1,018,500
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,018,500
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 1,095,136
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 1,012,712
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,018,500
a Applied to 2024, but not more than line 2a 1,012,712
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		 
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 5,788
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2025.    
(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  
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		1,089,348
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 2020 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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
Canine Angels


2873 Loblolly Ave
Little River,SC29566 		None   Unrestricted 2,000
Fort Ticonderoga Association


PO Box 390
Ticonderoga,NY12883 		None   Unrestricted 15,000
Gary Sinise Foundation


PO Box 368
Woodland Hills,CA91365 		None   Unrestricted 7,000
The Mary Fund


58 Bleakley Ave
Troy,NY12182 		None   Unrestricted 4,000
Regional Food Bank of NENY


965 Albany-Shaker Road
Latham,NY12110 		None   Unrestricted 16,500
Food Pantries for the Capital Distr


32 Essex St
Albany,NY12206 		None   Unrestricted 10,000
Friends of Tivoli Lake Preserve Far


817 Livingston Ave
Albany,NY12206 		None   Unrestricted 9,000
University of the Cumberlands


6191 College Station Drive
Williamsburg,KY40769 		None   Unrestricted 5,000
A Place for Jazz


PO Box 1059
Schenectady,NY12301 		None   Unrestricted 5,000
Hudson Valley Comm College Foundati


80 Vandenburgh Ave
Troy,NY12180 		None   Unrestricted 30,000
Living Resources Corp


300 Washington Ave Ext
Albany,NY12203 		None   Unrestricted 25,000
SAFE Inc of Schenectady


1344 Albany Street
Schenectady,NY12304 		None   Unrestricted 15,000
STRIDE Inc


4482 NY Hwy 150
West Sand Lake,NY12196 		None   Unrestricted 20,000
Victoria Acres Equine Facility


3771A Western Tpk
Altamont,NY12009 		None   Unrestricted 15,000
The Arts Center of the Capital Regi


265 River St
Troy,NY12180 		None   Unrestricted 7,500
Adirondack Explorer


36 Church Street
Saranac Lake,NY12983 		None   Unrestricted 5,000
Wildwood Foundation


1190 Troy-Schdy Rd
Latham,NY12110 		None   Unrestricted 10,000
Albany College of Pharmacy


106 New Scotland Ave
Albany,NY12208 		None   Unrestricted 10,000
Schenectady County Historical Soc


32 Washington Ave
Schenectady,NY12302 		None   Unrestricted 6,000
Friends of the Pruyn House


PO Box 1254
Latham,NY12110 		None   Unrestricted 2,000
The Gathering Place


127 Kenyon Road
Cobleskill,NY12043 		None   Unrestricted 20,000
Church of the Messiah


296 Glen Street
Glens Falls,NY12801 		None   Unrestricted 30,000
AIM Services Inc


4227 Route 50
Saratoga Springs,NY12866 		None   Unrestricted 30,000
The Quest for Grace Foundation


802 Union Street
Schenectady,NY12308 		None   Unrestricted 25,000
Adopt-A-Native Elder


PO Box 3401
Park City,UT84060 		None   Unrestricted 4,000
Homeward Bound Adirondacks


PO Box 1100
Saranac Lake,NY12983 		None   Unrestricted 22,000
Mercury One Inc Disaster Relief


PO Box 140489
Irving,TX75014 		None   Unrestricted 25,000
Justice for Orphans


38 Fares Road
Ravena,NY12143 		None   Unrestricted 5,000
Jewish Family Services of NENY


184 Washington Ave Ext
Albany,NY12203 		None   Unrestricted 15,000
Operation Warm


PO Box 822431
Philadelphia,PA19182 		None   Unrestricted 18,000
Homeless and Travelers Aid Society


138 Central Avenue
Albany,NY12206 		None   Unrestricted 10,000
Ohana Foundation


PO Box 1391
Ballston Lake,NY12019 		None   Unrestricted 5,500
Tri-County Council Vietnam Era


737 Albany Shaker Rd
Albany,NY12211 		None   Unrestricted 2,000
North Country Ministries


3933 Main Street
Warrensburg,NY12885 		None   Unrestricted 4,000
Empire State Youth Orchestra


4323 State Street
Schenectady,NY12305 		None   Unrestricted 5,500
SUNY Cobleskill College Foundation


Knapp Hall 228 106 Suffolk Cir
Cobleskill,NY12043 		None   Unrestricted 30,000
Hop on Home Rabbit Sanctuary


3065 NY Rt 50
Saratoga Springs,NY12866 		None   Unrestricted 3,000
Snow Approach Foundation


2105 Becketts Ridge Rd
Hillsborough,NC27278 		None   Unrestricted 6,000
518 ElevatED


1228 Central Ave Suite 203
Albany,NY12205 		None   Unrestricted 10,000
Advocates for the Schuylerville Lib


52 Ferry Street
Schuylerville,NY12871 		None   Unrestricted 20,000
Arthritis Foundation Upstate NY


1355 Peachtree St SE Suite 600
Atlanta,GA30309 		None   Unrestricted 20,000
Bring on the Spectrum


71 Fuller Road
Albany,NY12205 		None   Unrestricted 15,000
Broadalbin-Perth CSD


20 Pine Street
Broadalbin,NY12025 		None   Unrestricted 5,000
Camp Abilities Saratoga


PO Box 601
Saratoga Springs,NY12866 		None   Unrestricted 4,000
Champlain Area Trails


PO Box 193
Westport,NY12993 		None   Unrestricted 12,500
Commu Found of the Texas Hill Count


241 Earl Garrett Street
Kerrville,TX78028 		None   Unrestricted 25,000
Cornell Cooperative Ext of Saratoga


50 West High Street
Ballston Spa,NY12020 		None   Unrestricted 3,666
Docs for Tots


225 Bryant Ave
Roslyn,NY11576 		None   Unrestricted 5,000
Focus Churches of Albany


275 State Street
Albany,NY12210 		None   Unrestricted 5,000
Fort Plain Senior Center


204 Canal Street
Fort Plain,NY13339 		None   Unrestricted 6,000
Friends of Miller Hill Playground I


18 Pond Hollow Rd
Averill Park,NY12018 		None   Unrestricted 10,000
Friends of Chamber Music of Troy


PO Box 10191
Albany,NY12201 		None   Unrestricted 5,000
Galway Ambulance Corps


2175 Galway Rd
Galway,NY12034 		None   Unrestricted 70,000
Glens Falls Area Youth Center


60 Montcalm St
Glens Falls,NY12801 		None   Unrestricted 30,000
Hope Full Life Center


49 South Clement Ave
Ravena,NY12143 		None   Unrestricted 5,000
Long Island Bulldog Rescue


PO Box 239
Stony Brook,NY11790 		None   Unrestricted 5,000
Mohawk Hudson Humane Society


3 Oakland Ave
Menands,NY12204 		None   Unrestricted 20,000
Montgomery County Historical Societ


PO Box 196
Fort Johnson,NY12070 		None   Unrestricted 10,000
New York State Humane Association


PO Box 3068
Kingston,NY12402 		None   Unrestricted 30,000
Newland Wood Auxiliary


PO Box 621
Stillwater,NY12170 		None   Unrestricted 8,000
North Creek Depot Museum


PO Box 156
North Creek,NY12853 		None   Unrestricted 20,000
Rensselaer County Historical Societ


57 Second Street
Troy,NY12180 		None   Unrestricted 7,500
Room IV Inc


15 Huntington Drive
Niskayuna,NY12309 		None   Unrestricted 5,500
Schenectady Day Nursery


25 Lafayette St
Schenectady,NY12305 		None   Unrestricted 75,000
Sidewalk Warriors of Troy


22 Morningside Dr
Latham,NY12110 		None   Unrestricted 10,000
St Jude the Apostle School


42 Dana Ave
Wynantskill,NY12198 		None   Unrestricted 27,500
The Connect Center for Youth


49 Johnston Ave
Cohoes,NY12047 		None   Unrestricted 7,334
The Depot Theatre


PO Box 414
Westport,NY12993 		None   Unrestricted 18,000
The Friends of the NYS Military Mus


3 Collins Terrace
Saratoga Springs,NY12866 		None   Unrestricted 7,000
Ticonderoga Festival Guild Inc


PO Box 125
Ticonderoga,NY12883 		None   Unrestricted 2,500
Veterans and Community Housing Coal


20 Prospect Street Suite 313
Ballston Spa,NY12020 		None   Unrestricted 15,000
Victory Baptist Church


711 Swaggertown Rd
Scotia,NY12302 		None   Unrestricted 10,000
Young Parents United


34 Jay Steet
Schenectady,NY12305 		None   Unrestricted 10,000
Total ................................. 3a 1,018,500
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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 ........... 		        149
4 Dividends and interest from securities ....         387,440
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 ............ 		        722,223
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) ..     1,109,812
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,109,812
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID: 25022934
Software Version: 2025v4.1


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
William Gundry Broughton
 
Charitable Private Foundation Inc
EIN:
22-3122633
Software ID:
25022934
Software Version:
2025v4.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Accounting & Tax Prep 8,139 0 0 0

TY 2025 InvestmentsCorpStockSchedule
Name:
William Gundry Broughton
 
Charitable Private Foundation Inc
EIN:
22-3122633
Software ID:
25022934
Software Version:
2025v4.1
Name of Stock End of Year Book Value End of Year Fair Market Value
IDEX Corporation 11,523 168,153
Ross Stores 10,102 296,330
Brookfield Asset Management 163,445 271,904
Stryker Corp 52,249 330,382
CDW Corp 49,670 186,594
Republic Services, Inc. 70,880 310,477
Microchip Technology 93,535 164,844
Avery Dennison Corp 69,081 133,318
Broadridge Financial 175,405 342,566
Vulcan Materials 123,742 250,994
Arthur J Gallagher 194,380 412,770
Cintas Corp 121,532 282,105
Heico Corp Class A 143,435 301,401
Jack Henry & Associates 198,486 233,574
McCormick & Company    
Paychex Inc 203,417 292,790
Pool Corp    
Steris PLC 143,099 247,182
Trane Technologies PLC 86,642 408,660
Entegris Inc 185,151 143,225
Fastenal Co 88,669 132,429
Amphenol Corp 87,009 322,985
Watsco, Inc. 112,045 140,171
Agilent Technologies 131,779 130,763
Martin Marieta Material 143,304 183,062
Roper Technologies 141,567 129,533
Verisk Analytics 208,192 204,676
First Service Corp 68,907 52,569
GE Healthcare Tech 71,466 81,610
Houlihan Lokey Inc. 65,832 78,908

TY 2025 InvestmentsGovtObligationsSch
Name:
William Gundry Broughton
 
Charitable Private Foundation Inc
EIN:
22-3122633
Software ID:
25022934
Software Version:
2025v4.1
US Government Securities - End of Year Book Value:

337,567
US Government Securities - End of Year Fair Market Value:

369,810
State & Local Government Securities - End of Year Book Value:


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


 


TY 2025 InvestmentsOtherSchedule2
Name:
William Gundry Broughton
 
Charitable Private Foundation Inc
EIN:
22-3122633
Software ID:
25022934
Software Version:
2025v4.1
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
Vanguard 500 Index FMV 1,549,536 5,700,149
T Rowe Price Equity Index 500 FMV 1,652,473 5,669,063
Schwab S&P 500 Index FMV 1,518,082 5,207,707

TY 2025 LandEtcSchedule2
Name:
William Gundry Broughton
 
Charitable Private Foundation Inc
EIN:
22-3122633
Software ID:
25022934
Software Version:
2025v4.1
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
Furniture and Fixtures 6,116 6,116    
Machinery and Equipment 2,185 2,185    


TY 2025 OtherExpensesSchedule
Name:
William Gundry Broughton
 
Charitable Private Foundation Inc
EIN:
22-3122633
Software ID:
25022934
Software Version:
2025v4.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Insurance Premiums 2,128      
Miscellaneous/bank Fees 111      
Office Expense 2,906      
Website Development 360      


TY 2025 OtherProfessionalFeesSchedule
Name:
William Gundry Broughton
 
Charitable Private Foundation Inc
EIN:
22-3122633
Software ID:
25022934
Software Version:
2025v4.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Advisory Fees 60,153 60,153 0 0


TY 2025 TaxesSchedule
Name:
William Gundry Broughton
 
Charitable Private Foundation Inc
EIN:
22-3122633
Software ID:
25022934
Software Version:
2025v4.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Federal Excise Tax 10,400      
Foreign Tax on Investment Income 2,631 2,631