efile Public Visual Render
ObjectId: 202341309349102374 - Submission: 2023-05-10
TIN: 54-1788401
Form
990-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
20
22
Open to Public Inspection
For calendar year 2022, or tax year beginning
01-01-2022
, and ending
12-31-2022
Name of foundation
THE LENOX D AND FRANCES W BAKER FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
901 SOUTH BOND STREET STE 400
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BALTIMORE
,
MD
21231
A Employer identification number
54-1788401
B
Telephone number (see instructions)
(410) 537-5450
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
2,130,514
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
26,184
23,868
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
73,482
b
Gross sales price for all assets on line 6a
352,891
7
Capital gain net income (from Part IV, line 2)
...
73,482
8
Net short-term capital gain
.........
0
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
12
Total.
Add lines 1 through 11
........
99,666
97,350
13
Compensation of officers, directors, trustees, etc.
14
Other employee salaries and wages
......
0
0
0
15
Pension plans, employee benefits
.......
0
0
16a
Legal fees (attach schedule)
.........
0
b
Accounting fees (attach schedule)
.......
List of Attached Documents:
// Content
3,114
0
0
3,114
c
Other professional fees (attach schedule)
....
List of Attached Documents:
// Content
12,371
12,371
0
17
Interest
...............
0
18
Taxes (attach schedule) (see instructions)
...
List of Attached Documents:
// Content
4,043
940
0
19
Depreciation (attach schedule) and depletion
...
0
0
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
0
0
22
Printing and publications
..........
0
0
23
Other expenses (attach schedule)
.......
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
19,528
13,311
0
3,114
25
Contributions, gifts, grants paid
.......
159,000
159,000
26
Total expenses and disbursements.
Add lines 24 and 25
178,528
13,311
0
162,114
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-78,862
b
Net investment income
(if negative, enter -0-)
84,039
c
Adjusted net income
(if negative, enter -0-)
...
0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2022)
Page 2
Form 990-PF (2022)
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
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
96,921
67,278
67,278
3
Accounts receivable
Less: allowance for doubtful accounts
0
0
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
0
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)
.......
1,548,577
List of Attached Documents:
// Content
1,499,007
2,063,236
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)
..........
0
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
1,645,498
1,566,285
2,130,514
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
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
........
1,645,498
1,566,285
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
1,645,498
1,566,285
30
Total liabilities and net assets/fund balances
(see instructions)
.
1,645,498
1,566,285
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
1,645,498
2
Enter amount from Part I, line 27a
.....................
2
-78,862
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
1,566,636
5
Decreases not included in line 2 (itemize)
List of Attached Documents:
// Content
5
351
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
1,566,285
Form
990-PF
(2022)
Page 3
Form 990-PF (2022)
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
18. CROWN CASTLE INC
2015-09-24
2022-01-10
b
13. CROWN CASTLE INC
2015-09-24
2022-01-12
c
.262 FIRST CTZNS BANCSHARES INC CL A
2022-01-10
2022-01-20
d
3. MICROSOFT CORP.
2018-12-19
2022-01-20
e
6. PINTEREST INC CLASS A
2021-06-15
2022-01-20
1. SBA COMMUNICATIONS CORP
2016-02-05
2022-01-20
1. SHERWIN WILLIAMS CO
2018-02-26
2022-01-20
1. NXP SEMICONDUCTORS N V COM
2018-09-21
2022-01-20
8. PINTEREST INC CLASS A
2021-06-15
2022-01-21
2. SBA COMMUNICATIONS CORP
2016-02-23
2022-01-21
2. SHERWIN WILLIAMS CO
2018-02-06
2022-01-21
60. SUNCOR ENERGY INC
2017-10-26
2022-01-21
23. SUNCOR ENERGY INC
2017-10-26
2022-01-21
5. NXP SEMICONDUCTORS N V COM
2018-09-21
2022-01-21
9. PINTEREST INC CLASS A
2021-06-15
2022-01-24
2. ROPER INDUSTRIES INC NEW
2016-09-20
2022-01-24
2. SHERWIN WILLIAMS CO
2018-02-06
2022-01-24
2. SUNCOR ENERGY INC
2021-05-25
2022-01-24
28. SUNCOR ENERGY INC
2018-02-09
2022-01-24
1. BROWN FORMAN CORP CLASS B
2019-01-15
2022-01-25
22. BED BATH & BEYOND INC
2021-07-28
2022-01-26
4. LOWES COS INC
2015-09-24
2022-01-26
20. BED BATH & BEYOND INC
2021-07-28
2022-01-28
56. BED BATH & BEYOND INC
2021-07-19
2022-01-28
40. BED BATH & BEYOND INC
2021-04-30
2022-01-28
3. BROWN FORMAN CORP CLASS B
2019-01-15
2022-01-28
2. NXP SEMICONDUCTORS N V COM
2018-09-21
2022-01-28
6. NXP SEMICONDUCTORS N V COM
2018-09-21
2022-01-28
11. BED BATH & BEYOND INC
2021-04-30
2022-01-31
61. BED BATH & BEYOND INC
2021-04-30
2022-01-31
3. BROWN FORMAN CORP CLASS B
2019-01-14
2022-01-31
68. BED BATH & BEYOND INC
2021-10-07
2022-02-01
6. BED BATH & BEYOND INC
2021-10-08
2022-02-02
20. BED BATH & BEYOND INC
2021-10-08
2022-02-04
2. PAYPAL HOLDINGS INC
2016-06-29
2022-02-04
3. PAYPAL HOLDINGS INC
2016-06-29
2022-02-07
2. PAYPAL HOLDINGS INC
2016-06-29
2022-02-08
5. PAYPAL HOLDINGS INC
2016-06-29
2022-02-09
1. EDWARDS LIFESCIENCES CORP
2017-02-06
2022-02-14
1. THERMO ELECTRON CORP
2017-02-07
2022-02-14
1. DEXCOM INC
2017-09-28
2022-02-15
3. EDWARDS LIFESCIENCES CORP
2017-02-06
2022-02-15
2. L3HARRIS TECHNOLOGIES INC
2019-12-10
2022-02-15
1. SERVICENOW INC
2021-07-30
2022-02-15
2. ZOETIS INC CL A
2017-04-18
2022-02-15
8. PAYPAL HOLDINGS INC
2016-06-29
2022-02-16
9. PAYPAL HOLDINGS INC
2016-06-29
2022-02-16
8. PAYPAL HOLDINGS INC
2016-06-28
2022-02-17
4. PAYPAL HOLDINGS INC
2016-06-28
2022-02-17
8. PAYPAL HOLDINGS INC
2016-06-28
2022-02-17
5. AMERIPRISE FINL INC
2016-01-25
2022-02-24
2. MICROSOFT CORP.
2018-12-19
2022-03-01
1. SERVICENOW INC
2021-07-30
2022-03-01
1. BROWN FORMAN CORP CLASS B
2019-01-14
2022-03-08
1. CINTAS CORP.
2018-02-26
2022-03-08
1. COSTCO WHOLESALE CORPORATION
2009-07-02
2022-03-08
1. L3HARRIS TECHNOLOGIES INC
2019-12-10
2022-03-08
1. BROWN FORMAN CORP CLASS B
2019-01-14
2022-03-10
1. CINTAS CORP.
2018-03-01
2022-03-10
1. L3HARRIS TECHNOLOGIES INC
2019-12-10
2022-03-10
1. L3HARRIS TECHNOLOGIES INC
2019-12-09
2022-03-11
2. BROWN FORMAN CORP CLASS B
2019-01-14
2022-03-15
2. BROWN FORMAN CORP CLASS B
2019-01-14
2022-03-16
1. L3HARRIS TECHNOLOGIES INC
2019-11-05
2022-03-16
2. BROWN FORMAN CORP CLASS B
2019-01-24
2022-03-17
5. BROWN FORMAN CORP CLASS B
2019-01-25
2022-03-18
1. SBA COMMUNICATIONS CORP
2016-02-23
2022-03-21
1. L3HARRIS TECHNOLOGIES INC
2019-11-05
2022-03-22
1. SBA COMMUNICATIONS CORP
2016-02-18
2022-03-22
6. NXP SEMICONDUCTORS N V COM
2018-09-19
2022-03-22
1. L3HARRIS TECHNOLOGIES INC
2019-11-05
2022-03-23
770.337 BA-WMC STRATEGIC EUROPEAN EQUITY FUND CL INST
2021-12-27
2022-03-29
5059.15 BA-WMC STRATEGIC EUROPEAN EQUITY FUND CL INST
2020-12-29
2022-03-29
15. LOWES COS INC
2015-09-24
2022-03-30
1. SHERWIN WILLIAMS CO
2018-02-06
2022-04-18
2. SHERWIN WILLIAMS CO
2018-02-23
2022-04-19
4. AMERIPRISE FINL INC
2016-01-25
2022-04-20
3. STERICYCLE INC
2019-04-03
2022-04-20
1. STERICYCLE INC
2019-04-03
2022-04-21
1. DEXCOM INC
2017-09-28
2022-04-22
14. J P MORGAN CHASE & CO
2015-09-24
2022-04-25
4. J P MORGAN CHASE & CO
2015-09-24
2022-04-26
4. LOWES COS INC
2015-09-24
2022-04-26
8. STERICYCLE INC
2019-04-03
2022-04-27
3. STERICYCLE INC
2019-04-03
2022-04-27
4. LOWES COS INC
2015-09-24
2022-05-11
9. J P MORGAN CHASE & CO
2015-09-24
2022-05-23
3. DEXCOM INC
2017-09-28
2022-05-24
36. PINTEREST INC CLASS A
2021-06-15
2022-05-24
60. PINTEREST INC CLASS A
2021-09-24
2022-05-24
33. PINTEREST INC CLASS A
2022-03-01
2022-05-24
18. J P MORGAN CHASE & CO
2015-09-24
2022-05-27
15. J P MORGAN CHASE & CO
2015-09-24
2022-05-27
22. J P MORGAN CHASE & CO
2015-09-24
2022-06-09
2. MASTERCARD INC
2022-02-17
2022-06-24
2. MASTERCARD INC
2020-02-25
2022-06-24
3. MICROSOFT CORP.
2018-12-19
2022-06-24
2. SBA COMMUNICATIONS CORP
2016-02-18
2022-06-24
2. SERVICENOW INC
2021-02-03
2022-06-24
2. THERMO ELECTRON CORP
2017-02-07
2022-06-24
27. J P MORGAN CHASE & CO
2015-09-24
2022-06-28
1. SBA COMMUNICATIONS CORP
2016-02-18
2022-06-30
8. LOWES COS INC
2015-09-24
2022-07-01
17. APPLE COMPUTER INC.
2015-09-24
2022-07-19
3. ALIBABA GROUP HLDG LTD A D R
2021-07-28
2022-07-27
51. ALIBABA GROUP HLDG LTD A D R
2019-01-07
2022-07-27
3. BROWN FORMAN CORP CLASS B
2019-01-25
2022-08-05
7. DEXCOM INC
2017-09-28
2022-08-05
1. IDEX CORP
2021-05-18
2022-08-05
2. L3HARRIS TECHNOLOGIES INC
2022-06-30
2022-08-05
1. VEEVA SYSTEMS INC CLASS A
2021-08-15
2022-08-05
1. VEEVA SYSTEMS INC CLASS A
2021-08-14
2022-08-05
1. BROWN FORMAN CORP CLASS B
2019-01-25
2022-08-08
1. L3HARRIS TECHNOLOGIES INC
2019-11-05
2022-08-08
12. STERICYCLE INC
2019-04-03
2022-08-08
1. BROWN FORMAN CORP CLASS B
2019-01-25
2022-08-09
1. IDEX CORP
2021-05-18
2022-08-09
1. L3HARRIS TECHNOLOGIES INC
2020-03-10
2022-08-09
1. BROWN FORMAN CORP CLASS B
2019-01-25
2022-08-12
12. STERICYCLE INC
2019-05-03
2022-08-12
8. STERICYCLE INC
2019-05-03
2022-08-12
12. STERICYCLE INC
2019-05-03
2022-08-15
7. LOWES COS INC
2015-09-24
2022-08-17
5. AMERIPRISE FINL INC
2016-01-25
2022-08-23
4. AMERIPRISE FINL INC
2016-01-29
2022-08-24
2. AMERIPRISE FINL INC
2016-01-29
2022-08-25
1. CINTAS CORP.
2018-03-01
2022-09-13
2. L3HARRIS TECHNOLOGIES INC
2020-03-11
2022-09-13
1. SHERWIN WILLIAMS CO
2018-02-23
2022-09-13
1. CINTAS CORP.
2018-03-01
2022-09-14
1. SHERWIN WILLIAMS CO
2018-02-23
2022-09-14
1. SHERWIN WILLIAMS CO
2018-05-10
2022-09-15
6. STERICYCLE INC
2019-05-28
2022-09-23
2. STERICYCLE INC
2019-05-28
2022-09-26
3. COUPA SOFTWARE INC
2021-09-30
2022-09-29
2. COUPA SOFTWARE INC
2021-09-01
2022-09-29
3. STERICYCLE INC
2019-05-28
2022-09-29
4. COUPA SOFTWARE INC
2021-09-21
2022-09-30
4. COUPA SOFTWARE INC
2021-09-21
2022-09-30
6. STERICYCLE INC
2019-05-28
2022-09-30
4. COUPA SOFTWARE INC
2021-09-27
2022-10-03
3. COUPA SOFTWARE INC
2021-09-27
2022-10-04
3. COUPA SOFTWARE INC
2021-09-27
2022-10-04
3. COUPA SOFTWARE INC
2021-09-27
2022-10-05
1. COUPA SOFTWARE INC
2021-09-27
2022-10-06
2. COUPA SOFTWARE INC
2021-12-07
2022-10-12
1. COUPA SOFTWARE INC
2022-03-01
2022-10-12
1. COUPA SOFTWARE INC
2022-03-01
2022-10-13
5. COUPA SOFTWARE INC
2022-03-01
2022-10-14
4. COUPA SOFTWARE INC
2022-03-22
2022-10-17
1. COUPA SOFTWARE INC
2022-03-22
2022-10-18
2. ELEVANCE HEALTH INC
2018-05-09
2022-10-19
5. STERICYCLE INC
2020-04-08
2022-10-19
1. UNITEDHEALTH GROUP INC
2017-11-21
2022-10-19
2. COUPA SOFTWARE INC
2022-06-27
2022-10-20
1. COUPA SOFTWARE INC
2022-06-27
2022-10-20
1. SHERWIN WILLIAMS CO
2018-05-10
2022-10-20
1. SHERWIN WILLIAMS CO
2018-05-10
2022-10-20
30. STERICYCLE INC
2020-04-08
2022-10-20
1. FIRST CTZNS BANCSHARES INC CL A
2022-01-10
2022-10-21
2. SHERWIN WILLIAMS CO
2018-04-24
2022-10-21
1. SHERWIN WILLIAMS CO
2018-04-24
2022-10-21
3. STERICYCLE INC
2019-08-06
2022-10-21
1. COUPA SOFTWARE INC
2022-06-27
2022-10-25
2. SHERWIN WILLIAMS CO
2018-04-24
2022-10-25
1. SHERWIN WILLIAMS CO
2018-04-24
2022-10-26
3. COUPA SOFTWARE INC
2022-06-28
2022-10-28
1. COUPA SOFTWARE INC
2022-06-28
2022-10-28
3. INTUITIVE SURGICAL INC
2022-04-22
2022-10-28
2. SHERWIN WILLIAMS CO
2018-04-24
2022-10-28
1. SHERWIN WILLIAMS CO
2018-04-24
2022-10-28
3. SHERWIN WILLIAMS CO
2018-04-24
2022-11-01
1. SHERWIN WILLIAMS CO
2018-05-02
2022-11-02
20. BLACKSTONE GROUP INC CLASS A
2022-05-11
2022-11-04
5. BLACKSTONE GROUP INC CLASS A
2022-05-11
2022-11-04
14. BLACKSTONE GROUP INC CLASS A
2020-03-12
2022-11-04
1. SHERWIN WILLIAMS CO
2018-05-02
2022-11-04
6. BLACKSTONE GROUP INC CLASS A
2020-03-12
2022-11-07
15. WALT DISNEY CO.
2022-04-26
2022-11-11
2. INTUITIVE SURGICAL INC
2022-05-25
2022-11-21
1. SHERWIN WILLIAMS CO
2018-05-02
2022-11-21
3. SHERWIN WILLIAMS CO
2018-05-02
2022-11-22
10. MERCK &CO. INC COM
2021-06-10
2022-11-23
1. L3HARRIS TECHNOLOGIES INC
2020-03-26
2022-12-01
5. AGILENT TECHNOLOGIES INC
2019-11-08
2022-12-14
4. AGILENT TECHNOLOGIES INC
2019-11-08
2022-12-15
60. PAYPAL HOLDINGS INC
2015-09-24
2022-12-16
5. WALT DISNEY CO.
2022-04-26
2022-12-23
28. WALT DISNEY CO.
2015-09-24
2022-12-23
25. WALT DISNEY CO.
2020-04-08
2022-12-27
501.425 ARTISAN INTL VALUE FUND INS
2021-12-27
2022-12-30
4739.705 BA BEUTEL GOODMAN LARGE CAP VALUE FD INST
2021-12-27
2022-12-30
632.129 BA-WMC STRATEGIC EUROPEAN EQUITY FUND CL INST
2013-10-21
2022-12-30
907.258 BA-SOMERSET EMERGING MARKETS EQUITY FD CL INST
2021-04-05
2022-12-30
755.576 BROWN ADVISORY SM CP FUNDAMENTAL VAL
2020-12-29
2022-12-30
958.904 SALIENT MLP ENERGY INFRASTRUCTURE I
2022-03-29
2022-12-30
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
3,424
1,274
2,150
b
2,462
920
1,542
c
239
236
3
d
913
311
602
e
194
423
-229
321
93
228
300
134
166
201
93
108
239
564
-325
634
185
449
594
266
328
1,633
2,015
-382
624
772
-148
1,007
467
540
269
634
-365
858
354
504
583
266
317
52
46
6
727
930
-203
67
46
21
331
662
-331
923
271
652
287
554
-267
852
1,433
-581
618
1,016
-398
200
138
62
372
187
185
1,116
556
560
182
278
-96
984
1,524
-540
202
137
65
1,168
1,242
-74
103
91
12
323
301
22
252
71
181
367
107
260
243
71
172
613
179
434
108
30
78
563
153
410
418
44
374
330
89
241
435
396
39
586
589
-3
396
107
289
887
286
601
999
320
679
879
279
600
429
140
289
851
279
572
1,411
459
952
590
207
383
576
589
-13
66
46
20
366
170
196
528
45
483
265
198
67
64
46
18
369
170
199
255
198
57
253
194
59
127
92
35
128
92
36
244
193
51
129
91
38
323
228
95
327
92
235
252
193
59
323
92
231
1,128
552
576
253
193
60
9,005
9,375
-370
59,141
52,997
6,144
3,151
1,017
2,134
246
133
113
504
266
238
1,208
367
841
170
171
-1
56
57
-1
445
44
401
1,757
836
921
494
239
255
803
271
532
451
455
-4
169
171
-2
756
271
485
1,120
537
583
864
132
732
614
2,536
-1,922
1,033
3,593
-2,560
563
1,356
-793
2,355
1,075
1,280
1,957
896
1,061
2,779
1,313
1,466
660
751
-91
659
617
42
801
311
490
656
183
473
998
1,160
-162
1,088
304
784
3,126
1,612
1,514
319
92
227
1,403
542
861
2,545
481
2,064
305
587
-282
5,181
5,976
-795
226
137
89
624
77
547
211
222
-11
469
474
-5
227
326
-99
227
324
-97
75
46
29
232
193
39
615
683
-68
75
46
29
210
222
-12
233
192
41
76
46
30
646
636
10
428
393
35
645
589
56
1,509
474
1,035
1,388
459
929
1,111
361
750
564
180
384
410
170
240
457
379
78
233
132
101
404
170
234
227
132
95
225
127
98
267
280
-13
88
93
-5
182
800
-618
121
516
-395
129
140
-11
239
998
-759
240
985
-745
253
279
-26
240
979
-739
195
728
-533
195
726
-531
191
724
-533
64
241
-177
101
345
-244
51
129
-78
50
129
-79
257
631
-374
212
437
-225
55
105
-50
971
443
528
206
230
-24
519
212
307
105
129
-24
53
64
-11
205
127
78
201
127
74
1,227
1,324
-97
848
901
-53
410
253
157
204
126
78
123
130
-7
54
64
-10
440
253
187
219
126
93
155
186
-31
52
61
-9
735
783
-48
453
253
200
227
126
101
673
379
294
223
124
99
1,801
2,147
-346
450
482
-32
1,259
519
740
216
124
92
549
222
327
1,420
1,808
-388
523
476
47
240
124
116
718
373
345
1,067
754
313
225
184
41
775
383
392
604
306
298
4,151
2,016
2,135
438
581
-143
2,453
2,786
-333
2,173
2,380
-207
19,350
19,849
-499
61,000
61,474
-474
6,650
6,321
329
9,000
11,531
-2,531
20,325
17,877
2,448
7,000
7,393
-393
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
40,607
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
2,150
b
1,542
c
3
d
602
e
-229
228
166
108
-325
449
328
-382
-148
540
-365
504
317
6
-203
21
-331
652
-267
-581
-398
62
185
560
-96
-540
65
-74
12
22
181
260
172
434
78
410
374
241
39
-3
289
601
679
600
289
572
952
383
-13
20
196
483
67
18
199
57
59
35
36
51
38
95
235
59
231
576
60
-370
6,144
2,134
113
238
841
-1
-1
401
921
255
532
-4
-2
485
583
732
-1,922
-2,560
-793
1,280
1,061
1,466
-91
42
490
473
-162
784
1,514
227
861
2,064
-282
-795
89
547
-11
-5
-99
-97
29
39
-68
29
-12
41
30
10
35
56
1,035
929
750
384
240
78
101
234
95
98
-13
-5
-618
-395
-11
-759
-745
-26
-739
-533
-531
-533
-177
-244
-78
-79
-374
-225
-50
528
-24
307
-24
-11
78
74
-97
-53
157
78
-7
-10
187
93
-31
-9
-48
200
101
294
99
-346
-32
740
92
327
-388
47
116
345
313
41
392
298
2,135
-143
-333
-207
-499
-474
329
-2,531
2,448
-393
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
73,482
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
...................
3
Form
990-PF
(2022)
Page 4
Form 990-PF (2022)
Page
4
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.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
1
1,168
b
All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
1,168
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
1,168
6
Credits/Payments:
a
2022 estimated tax payments and 2021 overpayment credited to 2022
6a
4,180
b
Exempt foreign organizations—tax withheld at source
......
6b
0
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
..........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
4,180
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2221 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
3,012
11
Enter the amount of line 10 to be:
Credited to 2023 estimated tax
3,012
Refunded
11
0
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:
By language in the governing instrument, or
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)
MD
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 2022 or the taxable year beginning in 2022? 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
Form
990-PF
(2022)
Page 5
Form 990-PF (2022)
Page
5
Part VI-A
Statements Regarding Activities
(continued)
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 address
14
The books are in care of
BROWN ADVISORY
Telephone no.
(410) 537-5450
Located at
901 S BOND STREET SUITE 400
BALTIMORE
MD
ZIP+4
21231
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 2022, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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
........
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 2022?
.............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?
....................
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 2022 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 2022.)
.....................
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 2022?
..
4b
No
Form
990-PF
(2022)
Page 6
Form 990-PF (2022)
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
FRANCES W BAKER
OFFICER
1
0
36RD 5 RU
MEETEETSE
,
WY
82433
LENOX D BAKER JR
OFFICER
1
0
36RD 5 RU
MEETEETSE
,
WY
82433
SARA F BAKER
OFFICER
1
0
36RD 5 RU
MEETEETSE
,
WY
82433
MARGARET W BAKER
OFFICER
1
0
36RD 5 RU
MEETEETSE
,
WY
82433
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
...................
0
Form
990-PF
(2022)
Page 7
Form 990-PF (2022)
Page
7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
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
(2022)
Page 8
Form 990-PF (2022)
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
2,274,064
b
Average of monthly cash balances
.......................
1b
82,087
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
2,356,151
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
2,356,151
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions)
.............................
4
35,342
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3.
............
5
2,320,809
6
Minimum investment return.
Enter 5% (0.05) of line 5
................
6
116,040
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
116,040
2a
Tax on investment income for 2022 from Part V, line 5
.......
2a
1,168
b
Income tax for 2022. (This does not include the tax from Part V.)
...
2b
c
Add lines 2a and 2b
............................
2c
1,168
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
114,872
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
114,872
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
114,872
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
162,114
b
Program-related investments—total from Part VIII-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
0
b
Cash distribution test (attach the required schedule)
.................
3b
0
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part XII, line 4.
.......
4
162,114
Form
990-PF
(2022)
Page 9
Form 990-PF (2022)
Page
9
Part XII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2021
(c)
2021
(d)
2022
1
Distributable amount for 2022 from Part X, line 7
114,872
2
Undistributed income, if any, as of the end of 2022:
a
Enter amount for 2021 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2022:
a
From 2017
......
93,919
b
From 2018
......
100,245
c
From 2019
......
88,467
d
From 2020
......
75,658
e
From 2021
......
42,035
f
Total
of lines 3a through e
........
400,324
4
Qualifying distributions for 2022 from Part
XI, line 4:
$
162,114
a
Applied to 2021, 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 2022 distributable amount
.....
114,872
e
Remaining amount distributed out of corpus
47,242
5
Excess distributions carryover applied to 2022.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
447,566
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023
..........
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 2017 not
applied on line 5 or line 7 (see instructions)
...
93,919
9
Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a
......
353,647
10
Analysis of line 9:
a
Excess from 2018
....
100,245
b
Excess from 2019
....
88,467
c
Excess from 2020
....
75,658
d
Excess from 2021
....
42,035
e
Excess from 2022
....
47,242
Form
990-PF
(2022)
Page 10
Form 990-PF (2022)
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 2022, enter the date of the ruling
......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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)
2022
(b)
2021
(c)
2020
(d)
2019
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.)
1
Information Regarding Foundation Managers:
a
List 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).)
b
List 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.
2
Information 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, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2022)
Page 11
Form 990-PF (2022)
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)
a
Paid during the year
PARK COUNTY ANIMAL SHELTER
3 ARROW AVE
CODY
,
WY
82414
NONE
PC
PROGRAM SUPPORT
20,000
IRONSIDE BIRD RESCUE
49 ROAD 2DAW
CODY
,
WY
82414
NONE
PC
PROGRAM SUPPORT
1,000
CARLETON COLLEGE
300 NORTH COLLEGE STREET
NORTHFIELD
,
MN
55057
NONE
PC
PROGRAM SUPPORT
10,000
EPISCOPAL HIGH SCHOOL
1200 NORTH QUAKER LANE
ALEXANDRIA
,
VA
22302
NONE
PC
EHS PROMISE CAMPAIGN
1,000
DAVIDSON COLLEGE
405 N MAIN ST
DAVIDSON
,
NC
28035
NONE
PC
PROGRAM SUPPORT
1,000
WEST PARK HOSPITAL FOUNDATION
707 SHERIDAN AVENUE
CODY
,
WY
82414
NONE
PC
PROGRAM SUPPORT
5,000
NATURE CONSERVANCY WYOMING CHAPTER
258 MAIN STREET
LANDER
,
WY
82520
NONE
PC
PRESERVATION OF HEAD WATERS
100,000
ROWLAND HALL
720 SOUTH GUARDSMAN WAY
SALT LAKE CITY
,
UT
84108
NONE
PC
EXTRAORDINARY VISION
20,000
MEETEETSE MUSEUM FOUNDATION
PO BOX 183
MEETEETSE
,
WY
82433
NONE
PC
PROGRAM SUPPORT
1,000
Total
.................................
3a
159,000
b
Approved for future payment
Total
.................................
3b
Form
990-PF
(2022)
Page 12
Form 990-PF (2022)
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
4
Dividends and interest from securities
....
14
26,184
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not 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
73,482
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)
..
99,666
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
99,666
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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
(2022)
Page 13
Form 990-PF (2022)
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?
...........
Yes
No
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.
2023-04-25
May the IRS discuss this return
with the preparer shown below?
See instructions.
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
KELLY NEUGEBAUER
Preparer's Signature
Date
2023-04-25
Check if self-
employed
PTIN
P01285591
Firm's name
DELOITTE TAX LLP
Firm's EIN
86-1065772
Firm's address
330 RUSH ALLEY SUITE 800
COLUMBUS
,
OH
432153932
Phone no.
(614) 221-1000
Form
990-PF
(2022)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description