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
2022
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, MD21231
A Employer identification number

54-1788401
B Telephone number (see instructions)

(410) 537-5450
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$2,130,514
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 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  
Operating and Administrative Expenses 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)....... 3,114 0 0 3,114
c Other professional fees (attach schedule).... 12,371 12,371   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 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
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 96,921 67,278 67,278
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,548,577 Click to see attachment
List of Attached Documents:
// Content
1,499,007
2,063,236
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)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,645,498 1,566,285 2,130,514
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 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) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,566,636
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
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
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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) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 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 ...................
Bracket 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 right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,168
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.......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 3,012
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow3,012 Refundedright arrow 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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMD
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 addressright arrow  
14
The books are in care ofright arrowBROWN ADVISORY Telephone no.right arrow (410) 537-5450

Located atright arrow901 S BOND STREET SUITE 400BALTIMOREMD ZIP+4right arrow21231
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 2022, 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
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 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 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 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 .........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
FRANCES W BAKER OFFICER
1
0    
36RD 5 RU
MEETEETSE,WY82433
LENOX D BAKER JR OFFICER
1
0    
36RD 5 RU
MEETEETSE,WY82433
SARA F BAKER OFFICER
1
0    
36RD 5 RU
MEETEETSE,WY82433
MARGARET W BAKER OFFICER
1
0    
36RD 5 RU
MEETEETSE,WY82433
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 (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.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (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 right arrow 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
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 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).)
6Enter 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 ...... 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) 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.)
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
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 (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)
aPaid during the year

PARK COUNTY ANIMAL SHELTER

3 ARROW AVE
CODY,WY82414
NONE PC PROGRAM SUPPORT 20,000

IRONSIDE BIRD RESCUE

49 ROAD 2DAW
CODY,WY82414
NONE PC PROGRAM SUPPORT 1,000

CARLETON COLLEGE

300 NORTH COLLEGE STREET
NORTHFIELD,MN55057
NONE PC PROGRAM SUPPORT 10,000

EPISCOPAL HIGH SCHOOL

1200 NORTH QUAKER LANE
ALEXANDRIA,VA22302
NONE PC EHS PROMISE CAMPAIGN 1,000

DAVIDSON COLLEGE

405 N MAIN ST
DAVIDSON,NC28035
NONE PC PROGRAM SUPPORT 1,000

WEST PARK HOSPITAL FOUNDATION

707 SHERIDAN AVENUE
CODY,WY82414
NONE PC PROGRAM SUPPORT 5,000

NATURE CONSERVANCY WYOMING CHAPTER

258 MAIN STREET
LANDER,WY82520
NONE PC PRESERVATION OF HEAD WATERS 100,000

ROWLAND HALL

720 SOUTH GUARDSMAN WAY
SALT LAKE CITY,UT84108
NONE PC EXTRAORDINARY VISION 20,000

MEETEETSE MUSEUM FOUNDATION

PO BOX 183
MEETEETSE,WY82433
NONE PC PROGRAM SUPPORT 1,000
Total .................................right arrow 3a 159,000
bApproved for future payment
Total ................................. right arrow 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.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
         
4 Dividends and interest from securities ....     14 26,184  
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 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  
13Total. 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.
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 (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? ...........
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 2023-04-25 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 KELLY NEUGEBAUER Preparer's Signature   Date2023-04-25 Check if self-
employed right arrow
PTIN P01285591
Firm's name SmallBulletDELOITTE TAX LLP
 
Firm's EIN SmallBullet86-1065772  
Firm's address SmallBullet330 RUSH ALLEY SUITE 800
 
COLUMBUS, OH432153932
Phone no. (614) 221-1000
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description