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 09-01-2024 , and ending 08-31-2025
Name of foundation
THE LEE AND JULIET FOLGER FUND
 
Number and street (or P.O. box number if mail is not delivered to street address)1320 OLD CHAIN BRIDGE RD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MCLEAN, VA22101
A Employer identification number

52-0794388
B Telephone number (see instructions)

(703) 847-1350
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$29,477,737J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 42,328 42,328  
4 Dividends and interest from securities... 451,556 451,556  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -69,060
b Gross sales price for all assets on line 6a 247,060
7 Capital gain net income (from Part IV, line 2)... 0
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........ 424,824 493,884  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,734 0   0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
14,130 0   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
177,805 17,781   160,024
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,960 2,960   0
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
21,095 18,791   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 217,724 39,532   160,024
25 Contributions, gifts, grants paid....... 452,500 452,500
26 Total expenses and disbursements. Add lines 24 and 25 670,224 39,532   612,524
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -245,400
b Net investment income (if negative, enter -0-) 454,352
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 1,813,600 1,985,947 1,985,947
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)....... 5,654,227 Click to see attachment
List of Attached Documents:
// Content
5,288,761 		27,241,129
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).......... 149,417 Click to see attachment
List of Attached Documents:
// Content
97,136 		250,661
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) 7,617,244 7,371,844 29,477,737
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 7,617,244 7,371,844
29 Total net assets or fund balances (see instructions)..... 7,617,244 7,371,844
30 Total liabilities and net assets/fund balances (see instructions). 7,617,244 7,371,844
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
7,617,244
2
Enter amount from Part I, line 27a .....................
2
-245,400
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
7,371,844
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,371,844
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 TOTAL LONG-TERM COMMON TRUST FUND, PARTNERSHIP, S CORP GAIN OR LOSS P    
c TOTAL CAPITAL GAIN DISTRIBUTIONS FROM MUTUAL FUNDS AND ETF'S P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 247,060   364,745 -117,685
b       51,078
c       -2,453
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       -117,685
b       51,078
c       -2,453
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 -69,060
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 6,315
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 6,315
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,315
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 7,200
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,200
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 885
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow885 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowDC, VA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowANNE L STONE & ASSOCIATES LLC Telephone no.right arrow (703) 847-1350

Located atright arrow1320 OLD CHAIN BRIDGE RD SUITE 425MCLEANVA ZIP+4right arrow22101
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
LEE M FOLGER PRESIDENT
2.00 		0 0 0
1320 OLD CHAIN BRIDGE RD 425
MCLEAN,VA22101
JULIET C FOLGER TREASURER, VICE PRESIDENT
2.00 		0 0 0
1320 OLD CHAIN BRIDGE RD 425
MCLEAN,VA22101
CECILY C COLBURN SECRETARY, VICE PRESIDENT
1.00 		0 0 0
1320 OLD CHAIN BRIDGE RD 425
MCLEAN,VA22101
LEITER C COLBURN VICE PRESIDENT
1.00 		0 0 0
1320 OLD CHAIN BRIDGE RD 425
MCLEAN,VA22101
OLIVIA M COLBURN VICE PRESIDENT
1.00 		0 0 0
1320 OLD CHAIN BRIDGE RD 425
MCLEAN,VA22101
RORY W COLBURN VICE PRESIDENT
1.00 		0 0 0
1320 OLD CHAIN BRIDGE RD 425
MCLEAN,VA22101
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
MOLLY MANDERFIELD GRANT ADMINISTRATION 177,805
725 FIFTEENTH ST NW 3RD FLOOR
WASHINGTON,DC20005
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
25,753,730
b
Average of monthly cash balances.......................
1b
2,083,004
c
Fair market value of all other assets (see instructions)................
1c
346,121
d
Total (add lines 1a, b, and c).........................
1d
28,182,855
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
28,182,855
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
422,743
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
27,760,112
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,388,006
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,388,006
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
6,315
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,315
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,381,691
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,381,691
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,381,691
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
612,524
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
612,524
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,381,691
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 927,841
b From 2020...... 4,986,238
c From 2021......  
d From 2022...... 744,215
e From 2023...... 39,521
f Total of lines 3a through e ........ 6,697,815
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 612,524
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 612,524
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 769,167 769,167
(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 5,928,648
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		158,674
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		5,769,974
10 Analysis of line 9:
a Excess from 2020.... 4,986,238
b Excess from 2021....  
c Excess from 2022.... 744,215
d Excess from 2023.... 39,521
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ALIBI PRESERVATION FOUNDATION

1806 1 STREET NW
WASHINGTON,DC20006 		NONE PUBLIC CHARITY OPERATING EXPENSES 50,000

AMERICAN FOREIGN POLICY COUNCIL'S CENTRAL ASIA-CAUCASUS INST

509 C ST NE
WASHINGTON,DC20002 		NONE PUBLIC CHARITY CHAIRMAN'S DISCRETIONARY FUND SUPPORT 5,000

BATH & TENNIS HISTORIC BUILDING PRESERVATION FOUNDATION INC

1170 S OCEAN BLVD
PALM BEACH,FL33480 		NONE PUBLIC CHARITY GENERAL OPERATING EXPENSES 5,000

CHARITIES AID FOUNDATION AMERICA

225 REINEKERS LANE SUITE 375
ALEXANDRIA,VA223142840 		NONE PUBLIC CHARITY VOLTAIRE STUDIO 5,000

FALLS CHURCH ARTS

PO BOX 6912
FALLS CHURCH,VA22040 		NONE PUBLIC CHARITY GENERAL OPERATING EXPENSE 10,000

FEDERAL CITY COUNCIL

1319 L STREET NW SUITE 325
WASHINGTON,DC20005 		NONE PUBLIC CHARITY GENERAL OPERATING EXPENSES 16,500

GREEN HORIZON LAND TRUST

PO BOX 2445
LAKE WALES,FL33859 		NONE PUBLIC CHARITY MARKETING & ADDITIONAL SIGNAGE FOR GHLT PROPERTIES 35,000

HISTORIC COLONY HOUSE

2300 NORTH SCENIC HIGHWAY
LAKE WALES,FL33859 		NONE PUBLIC CHARITY SUPPORT APPROVED BUILDING UPGRADES HISTORIC PROPERTY 10,000

JOSEPH ROBERT SHAW FOUNDATION JOEY'S FOUNDATION

5117 52ND STREET NW
WASHINGTON,DC20016 		NONE PUBLIC CHARITY GENERAL OPERATIONS 1,000

MCLEAN PROJECT FOR THE ARTS

1234 INGLESIDE AVENUE
MCLEAN,VA22101 		NONE PUBLIC CHARITY EDUCATION PROGRAM 5,000

NATIONAL GALLERY OF ART

2000 SOUTH CLUB DRIVE
LANDOVER,MD20785 		NONE PUBLIC CHARITY DIRECTOR'S CIRCLE 25,000

PEABODY ESSEX MUSEUM

EAST INDIA SQUARE
SALEM,MA01970 		NONE PUBLIC CHARITY MARINE HALL REINSTALLATION PROJECT 15,000

SIBLEY MEMORIAL HOSPITAL FOUNDATION

136 EAST DE LA GUERRA
SANTA BARBARA,CA93101 		NONE PUBLIC CHARITY PROGRAMS TO IMPROVE PATIENT CARE 10,000

SOCIETY OF THE FOUR ARTS

100 FOUR ARTS PLAZA
PALM BEACH,FL33480 		NONE PUBLIC CHARITY CAPITAL CAMPAIGN SUPPORT 150,000

ST ALBANS SCHOOL

MOUNT ST ALBAN
WASHINGTON,DC20016 		NONE PUBLIC CHARITY ANNUAL GIVING 15,000

UNIVERSITY OF VIRGINIA

211 EMMET STREET SOUTH
CHARLOTTESVILLE,VA22903 		NONE PUBLIC CHARITY CHILDREN'S HOSPITAL 5,000

WADSWORTH SULGRAVE HISTORIC PRESERVATION FOUNDATION

1801 MASSACHUSETTS AVE NW
WASHINGTON,DC22036 		NONE PUBLIC CHARITY REPAIR/ RESTORATION HOUSE & GROUNDS 50,000

WILD ENTRUST INTERNATIONAL

9332 NE SOUTH BEACH DRIVE
BAINBRIDGE ISLAND,WA98110 		NONE PUBLIC CHARITY C4C SUPPORT BOTSWANA 25,000

WINTER HAVEN HOSPITAL FOUNDATION

200 AVE F NE
WINTER HAVEN,FL33881 		NONE PUBLIC CHARITY PSYCHIATRY 15,000
Total .................................right arrow 3a 452,500
bApproved for future payment

CHAPEL AND YORK
1350 AVENUE OF THE AMERICAS
NEW YORK,NY10019 		NONE PUBLIC CHARITY VOLTAIR STUDIO 2,500

THE FRICK COLLECTION
1 EAST 70TH STREEET
NEW YORK,NY10021 		NONE PUBLIC CHARITY SUPPORT OF GARDEN PLANT MATERIAL 23,000

ST ALBANS SCHOOL
MOUNT ST ALBAN
WASHINGTON,DC20016 		NONE PUBLIC CHARITY ANNUAL GIVING 15,000

MEDSTAR- GEORGETOWN MEDICAL CENTER INC
3800 RESERVOIR ROAD NW
WASHINGTON,DC20007 		NONE PUBLIC CHARITY CARDIOVASCULAR PREVENTION PROGRAMS 75,000

METROPOLIAN CLUB PRESERVATION FOUNDATION
1700 H ST NW
WASHINGTON,DC20006 		NONE PUBLIC CHARITY PROGRAM 2,500

EDITH WHARTON RESTORATION INC
2 PLUNKETT STREET
LENOX,MA01240 		NONE PUBLIC CHARITY GENERAL OPERATING EXPENSES 20,000
Total ................................. right arrow 3b 138,000
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 42,328  
4 Dividends and interest from securities ....     14 451,556  
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 -69,060  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 424,824 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
424,824
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE LEE AND JULIET FOLGER FUND
EIN:
52-0794388
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
C. DAY 2,000 0   0
CST GROUP 12,130 0   0

TY 2024 InvestmentsCorpStockSchedule
Name:
THE LEE AND JULIET FOLGER FUND
EIN:
52-0794388
Name of Stock End of Year Book Value End of Year Fair Market Value
83, RALLIANT COPT COM (RAL) 910 3,470
2250, AMERICAN MOVIL SAB (AMX) 58,716 44,978
295, GOLDMAN SACHS GROUP INC (GSK) 56,027 219,849
275, BLACKROCK INC (BLK) 55,977 309,964
10825, INFOSYS LTD (INFY) 55,811 182,077
1500, BCE INC (BCE) 54,677 37,445
1505, PEPSICO INC (PEP) 54,594 223,718
1565, TARGET CORP (TGT) 50,448 150,209
1670, BAXTER INTERNATIONAL INC (BAX) 49,921 41,232
1095, SAP SE-SPONSORED (SAP) 47,728 298,015
750, MCDONALDS CORP (MCD) 46,576 235,155
625, BECTON DICKINSON & CO (BDX) 45,866 120,613
3665, SAUL CENTERS INC (BFS) 44,223 125,233
75, BOOKING HOLDINGS (BKNG) 44,155 419,929
746, JOHNSON & JOHNSON (JNJ) 41,359 132,169
1115, HONEYWELL INTERNATIONAL (HON) 41,287 244,743
900, YUM BRANDS INC (YUM) 38,813 132,273
4040, COMCAST CORP NEW CL A (CMCSA) 38,031 137,239
830, STRYKER CORP (SYK) 37,678 324,870
1035, FEDEX CORPORATION (FDX) 37,587 239,157
2745, ORACLE CORP (ORCL) 36,533 620,727
470, LOCKHEED MARTIN CORP (LMT) 36,201 214,146
925, ACCENTURE PLC IRELAND (CAN) 35,774 240,472
1600, ISHARES NASDAQ BIO-TECH (IBB) 33,281 221,152
1000, AT&T (T) 32,774 29,290
800, STARBUCKS CORP (SBUX) 32,622 70,552
415, THERMO FISHER SCIENTIFIC INC (TMO) 31,805 204,479
1500, HP INC (HPQ) 30,886 42,810
600, CROWN CASTLE (CCI) 30,756 59,484
2580, ABBOTT LABS (ABT) 59,162 342,263
3120, ISHARES INC MSCI JAPAN ETF (EWJ) 168,005 244,234
2590, COLGATE-PALMOLIVE CO (CL) 59,263 217,741
2400, CONOCOPHILLIPS (COP) 62,173 237,528
1835, INTERNATIONAL BUSINESS MACHINE CORP (IBM) 153,015 446,804
3550, FRANKLIN TEMPLETON ETF (FLIN) 130,594 132,344
11540, VALE SA (VALE) 129,566 118,631
1650, MEDTRONIC PLC (MDT) 124,858 153,137
3330, BHP GROUP LTD (BHP) 114,738 185,714
4230, ISHARES MSCI EMERGING MARKETS ETF (EEM) 111,873 210,908
1785, RALPH LAUREN CORP (RL) 111,243 530,020
1475, ZIMMER BIOMET HOLDINGS (ZBH) 106,730 156,498
2335, EMERSON ELECTRIC CO (EMR) 100,764 308,220
1840, MERCK & CO INC (MRK) 98,095 154,781
4190, PFIZER INC (PFE) 93,518 103,744
4500, WILLIAMS COMPANIES (WMB) 90,815 260,460
1680, JPMORGAN CHASE & CO (JPM) 89,389 506,386
5975, FRANKLIN RECOURCES INC (BEN) 84,239 153,319
1475, QUEST DIAGNOSTICS INC (DG) 83,107 267,919
2789, ABBVIE INC (ABBV) 82,951 586,806
1520, GSK PLC (GSK) 82,824 60,298
5300, WALMART INC (WMT) 82,713 513,994
3048, DISNEY WALT CO (DIS) 81,624 360,822
1755, CAPITAL ONE HOLDINGS (COF) 80,106 398,771
950, CATERPILLAR INC (CAT) 74,988 398,088
2100, COCA-COLA COMPANY (KO) 69,689 144,879
1700, FOX CORP CL A (FOX A) 69,309 101,490
1800, VALERO ENERGY CORP (VLO) 67,493 273,618
1800, ISHARES EUROPE (IEV) 67,241 115,272
1460, NOVARTIS AG (NVS) 65,224 184,763
1100, UNITED PARCEL SERVICES (UPS) 62,803 96,184
4825, EBAY INC (EBAY) 61,562 437,193
2800, LOWES COMPANIES INC (LOW) 30,121 722,568
3000, NIKE INC CLASS B (NKE) 30,220 232,110
960, AMERICAN TOWER CORP (AMT) 29,840 195,696
350, SKYWORKS SOLUTIONS INC (SWKS) 12,731 26,229
1000, ISHARES CORE S&P MID CAP (IJH) 12,319 65,160
1000, CVS HEALTH CORP (CVS) 12,026 73,150
200, ISHARES RUSSELL 2000 (IWM) 11,936 47,034
1000, ALPHABET INC CLASS A (NON-VOTING) (GOOG) 10,897 212,910
1934, GENERAL ELECTRIC COMPANY (GE) 10,780 532,237
6000, APPLE INC (APPL) 7,797 1,392,840
700, S&P GLOBAL INC (SPGI) 7,285 383,908
5030, CISCO SYSTEMS INC (CSCO) 6,526 347,523
1500, MICROSOFT CORP (MSFT) 5,334 760,035
3000, AMAZON COM INC (AMZN) 4,683 687,000
644, GE HEALTHCARE TECHNOLOGIES INC (GEHC) 4,486 47,482
250, FORTIVE CORP (FTV) 2,804 11,965
316, VERAL TO CORP (VLTO) 3,043 33,556
483, GE VERNOVA INC (GEV) 2,692 296,065
1000, VERIZON COMMUNICATIONS (VZ) 2,685 44,230
2325, STATE STR CORP (STT) 768 267,305
1690, AMERICAN EXPRESS COMPANY (AXP) 205 559,863
2575, PROCTER & GAMBLE CO (PG) 5,488 404,378
3600, ALTABA INC (AABA) 29,325 0
250, METTLER-TOLEDO INTL (MTD) 14,031 325,260
595, SIMON PROPERTIES GROUP (SPG) 14,774 107,492
710, HOME DEPOT INC (HD) 28,919 288,807
825, INTUITIVE SURGICAL INC (ISRG) 28,556 390,468
2000, HEWLETT PACKARD ENTERPRISE CO (HPE) 28,391 45,140
1050, BOSTON PROPERTIES (BXP) 28,118 76,136
3400, EXXON MOBIL CORP (XOM) 27,079 388,586
615, COSTCO WHSL CORP (COST) 26,739 580,142
3000, FISERV INC (FISV) 26,229 414,540
1203, WOODSIDE ENEGRY LTD (WDS) 25,889 20,668
1220, UNION PACIFIC CORP (UNP) 25,678 272,755
400, KIMBERLYC-CLARK CORP (KMB) 25,382 51,656
930, VISA INC CLASS A (V) 24,846 327,155
495, ILLUMINA INC (ILMN) 23,439 49,480
950, DANAHER CORP (DHR) 23,101 195,529
2000, ALPHABET INC CLASS C (VOTING) (GOOGL) 22,230 427,060
150, VANGUARD SMALL CAP (VB) 14,545 37,875
800, ADOBE SYSTEMS (ADBE) 21,938 285,360
7400, BANK OF AMERICA CORP (BAC) 293,786 375,476
1700, CORNING INC (GLW) 20,192 113,951
1255, RAYTHEON TECHNOLOGIES CORP COM (RTX) 20,144 199,043
300, BOEING CO (BA) 19,189 70,404
1000, ISHARES RUSSELL MIDCAP (IWR) 18,754 96,060
150, VANGUARD MID CAP (VO) 14,936 43,490
150, NVIDIA CORP (NVDA) 18,251 26,127
830, META PLATFORMS INC (META) 21,937 613,121
1895, INTEL CORP (INTC) 17,560 46,143
1100, PHILLIPS 66 (PXS) 17,274 146,938
2875, NEWS CORP NEW CL A (NWSA) 16,351 84,554
1000, PAYPAL HOLDINGS INC (PYPL) 15,822 70,190

TY 2024 InvestmentsOtherSchedule2
Name:
THE LEE AND JULIET FOLGER FUND
EIN:
52-0794388
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
DFJ DRAGON FUND CHINA II LP AT COST 68,862 223,986
DFJ FRONTIER FUND II LP AT COST 28,274 26,675

TY 2024 LegalFeesSchedule
Name:
THE LEE AND JULIET FOLGER FUND
EIN:
52-0794388
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 1,734 0   0


TY 2024 OtherExpensesSchedule
Name:
THE LEE AND JULIET FOLGER FUND
EIN:
52-0794388
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 1,827 0   0
LICENSES 477 0   0
INVESTMENT EXPENSE VIA PTE 18,791 18,791   0


TY 2024 OtherProfessionalFeesSchedule
Name:
THE LEE AND JULIET FOLGER FUND
EIN:
52-0794388
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
M MANDERFIELD, GRANT ADMIN. 177,805 17,781   160,024


TY 2024 TaxesSchedule
Name:
THE LEE AND JULIET FOLGER FUND
EIN:
52-0794388
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID ON DIVIDENDS 2,740 2,740   0
  220 220   0