2024-04-25T14:03:25-05:00 2023-12-31 420714325 RSM US LLP 7351 OFFICE PARK PLACE MELBOURNE FL 329408229 990PF 2023-01-01 586338488 THE WPW FOUNDATION WPWF 3025735973 1 RIGHTER PARKWAY 120 WILMINGTON DE 198031533 CHRIS CARR CO-TRUSTEE 3025735973 2024-03-28 1 CHRIS CARR 999009999 0 JULIANA KREUL P01204534 3217516200 2024-03-26 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 5479714 X X 124097 124097 7725 628529 7725 131822 131822 0 0 0 44373 44373 0 680 680 0 34 34 0 45087 45087 0 354000 354000 399087 45087 354000 -267265 86735 95684 115439 115439 778781 431986 387260 877151 914887 1820245 1737752 1772745 3156770 3489368 3235057 5479714 0 0 X 150633 150633 0 0 3338735 3084424 3489368 3235057 3489368 3235057 3489368 -267265 12954 3235057 0 3235057 PUBLICLY TRADED SECURITIES - LT P 228529 220804 7725 7725 PUBLICLY TRADED SECURITIES - ST P 400000 400000 0 0 7725 1206 0 1206 0 1206 7954 0 0 0 7954 0 6748 6748 0 0 0 0 0 0 0 0 0 0 0 1 1 SC 1 0 0 0 0 1 N/A FIRST STATE TRUST COMPANY 3025735973 1 RIGHTER PARKWAY 120 WILMINGTON DE 198031533 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PARNELL WOOD BUHLMAN 41 MURRAY HILL CIRCLE BALTIMORE MD 212121026 CO-TRUSTEE 2.00 0 0 0 FIRST STATE TRUST COMPANY 1 RIGHTER PARKWAY 120 WILMINGTON DE 19803 CO-TRUSTEE 10.00 0 0 0 NONE 0 NONE 0 0 5171318 185601 0 5356919 0 0 5356919 80354 5276565 263828 263828 1206 1206 262622 0 262622 0 262622 354000 0 354000 262622 0 0 26267 26267 354000 0 0 0 262622 91378 0 0 117645 0 0 0 0 0 0 0 117645 26267 91378 WPW FOUNDATION FIRST STATE TRUST BANK 1 RIGHTER PKWY 120 WILMINGTON DE 198031533 3025735973 BY LETTER OF REQUEST WITH DETAILS FOR USE OF FUNDS GEOGRAPHIC AREA TO BE SERVED, AND PURPOSE OF GRANT. NO FORMAL APPLICATION IS REQUIRED. DEADLINE FOR LETTER OF REQUEST IS SEPTEMBER 15TH OF EACH YEAR. NONE ALAMEDA FAMILY SERVICES 2325 CLEMENT AVE SUITE A ALAMEDA CA 94501 NONE PC TO IMPROVE THE EMOTIONAL, PSYCHOLOGICAL, AND PHYSICAL HEALTH OF CHILDREN, YOUTH, AND THEIR FAMILIES. 10000 ARCH BISHOP BORDERS SCHOOL 3500 FOSTER AVE BALTIMORE MD 21224 NONE PC TO PREPARE ITS STUDENTS TO BE DYNAMIC MEMBERS OF SOCIETY THROUGH AN EDUCATIONAL EXPERIENCE INFORMED BY DIVERSITY, FAITH AND ACADEMIC EXCELLENCE. 15000 CALIFORNIA COMMUNITY FOUNDATION 221 S FIGUEROA ST SUITE 400 LOS ANGELES CA 90012 NONE PC TO TRANSFORM GENEROSITY INTO IMPACT AND CREATE A STRONGER FUTURE FOR LOS ANGELES COUNTY. 15000 CARDINDAL SHEHAN SCHOOL 5407 LOCH RAVEN BLVD BALTIMORE MD 21239 NONE PC TO MAINTAIN AND UPHOLD CATHOLIC TRADITIONS AND DOCTRINES IN A SAFE ENVIRONMENT. TO DEVELOP POSITIVE ATMPOSHERE THAT ENCOURAGES CREATIVE AND CRITICAL THINKING. 10000 CATHOLIC CHARITIES OF BALTIMORE 320 CATHEDRAL ST BALTIMORE MD 21201 NONE PC TO LOVE, SERVE AND TEACH, CATHOLIC CHARITIES PROVIDES CARE AND SERVICES TO IMPROVE THE LIVES OF MARYLANDERS IN NEED. 10000 CHURCH OF THE RESURRECTION 11525 GREENSPRING AVE LUTHERVILLE MD 21093 NONE PC TO KNOW CHRIST AND TO MAKE HIM KNOWN. 5000 CIVICORPS 101 MYRTLE ST OAKLAND CA 94607 NONE PC TO PROMOTE ACTIVE CITIZENSHIP AND ENVIRONMENTAL STEWARDSHIP BY IMPLEMENTING AN EDUCATIONAL CURRICULUM BASED ON ACADEMIC RIGOR, COMMUNITY-BASED LEARNING, AND THE ARTS, COMBINED WITH THE MASTERY OF REAL-WORLD SKILLS THROUGH JOB TRAINING AND CIVIC EDUCATION PROGRAMS. 10000 CONNECTICUT COLLEGE 270 MOHEGAN AVE NEW LONDON CT 06320 NONE PC TO PUT THE LIBERAL ARTS INTO ACTION AS CITIZENS IN A GLOBAL SOCIETY. 1000 CONTRA COSTA CRISIS CENTER 307 LENNON LN WALNUT CREEK CA 94598 NONE PC TO KEEP PEOPLE IN CONTRA COSTA COUNTY, CALIFORNIA ALIVE AND SAFE, HELP THEM THROUGH CRISES, AND CONNECT THEM WITH CULTURALLY RELEVANT RESOURCES IN THE COMMUNITY. 15000 ENOCH PRATT FREE LIBRARY 400 CATHEDRAL ST BALTIMORE MD 21201 NONE PC TO EMPOWER, ENRICH, AND ENHANCE THE QUALITY OF LIFE FOR ALL THROUGH EQUITABLE ACCESS TO INFORMATION, SERVICES, AND OPPORTUNITY. 5000 FAMILY PROMISE 71 SUMMIT AVE SUMMIT NJ 07901 NONE PC TO SERVE CHILDREN AND FAMILIES EXPERIENCING OR AT RISK OF HOMELESSNESS AND PROVIDES ONGOING SUPPORT FOR THESE AFFILIATES TO EMPOWER FAMILIES TO ACHIEVE AND MAINTAIN THEIR SUSTAINABLE INDEPENDENCE. 20000 FORDHAM UNIVERSITY 441 E FORDHAM RD BRONX NY 10458 NONE PC TO PROVIDE THE HIGHEST QUALITY EDUCATION TO UNDERGRADUATE AND GRADUATE STUDENTS, IN THE JESUIT TRADITION. 7500 GBMC FOUNDATION 6701 N CHARLES ST BALTIMORE MD 21204 NONE PC TO RAISE, RECEIVE, AND ADMINISTER FUNDS FOR THE BENEFIT OF GBMC HEALTHCARE, INC. 5000 GILCHRIST HOSPICE 11311 MCCORMICK RD SUITE 350 HUNT VALLEY MD 21031 NONE PC TO DEVELOP, OWN, MANAGE AND OPERATE A HOSPICE PROGRAM AND PROVIDE HOSPICE CARE RESEARCH AND EDUCATION. 7500 HOUSING CALIFORNIA 1107 9TH STREET SUITE 560 SACRAMENTO CA 95814 NONE PC TO PROVIDE AFFORDABLE HOUSING AND HOMELESSNESS ADVOCACY ORGANIZATION DEDICATED TO IMPROVING LIFE WITHIN OUR GOLDEN STATE. 20000 IMMACULATE CONCEPTION SCHOOL 112 WARE AVE TOWSON MD 21204 NONE PC TO CONTINUALLY IMPROVE THE CURRICULUM IN ACCORDANCE WITH STUDENT NEEDS, FACTORING IN THE OPPORTUNITIES AND CHALLENGES PRESENTED BY TECHNOLOGY AND LIFE IN THE 21ST CENTURY. 5000 JOHN MUIR LAND TRUST 924 MAIN ST STE 2 MARTINEZ CA 94553 NONE PC TO PROTECT AND CARE FOR OPEN SPACE, RANCHES, FARMS, PARKLAND AND SHORELINE IN THE EAST BAY OF NORTHERN CALIFORNIA. 10000 MOTHER MARY LANGE CATHOLIC SCHOOL 200 N MARTIN LUTHER KING JR BLVD BALTIMORE MD 21201 NONE PC TO ENCOURAGE STUDENTS TO FOLLOW OBEDIENT DISCIPLES IN FAITH, HOPE, AND LOVE, AND EVERY ACTIVITY IN THE SCHOOL SUBORDINATED TO APOSTOLIC PURPOSE 10000 MOVABLE FEAST PO BOX 2298 BALTIMORE MD 21203 NONE PC TO FOSTER A COMMUNITY THAT CARES FOR MEN, WOMEN AND CHILDREN LIVING WITH HIV/AIDS, CANCER, AND OTHER LIFE-THREATENING ILLNESSES BY PREPARING AND DELIVERING NUTRITIOUS MEALS AND GROCERIES AND PROVIDING NUTRITIONAL COUNSELING AND OTHER SERVICES. 3000 NEXT ONE UP FOUNDATION PO BOX 22503 BALTIMORE MD 21203 NONE PC TO SUPPORT GENERATIONAL CHANGE IN BALTIMORE CITY BY EMPOWERING YOUNG MEN AS SCHOLARS, LEADERS, AND ATHLETES. 10000 RIDING HIGH FARM 145 RTE 526 ALLENTOWN NJ 08501 NONE PC TO PROVIDE SPECIAL NEED TO RIDERS WITH RECREATIONAL AND THERAPEUTIC INSTRUCTION. 10000 SAN JOSE MERCY NEWS WISH BOOK FUND (SHARE THE SPIRIT EAST BAY) 4 N 2ND STREET NO 700 SAN JOSE CA 95113 NONE PC TO SUPPORT LOCAL CHARITY ORGANIZATIONS AND INDIVIDUALS IN SILICON VALLEY AND SURROUNDING COUNTIES. 15000 SHEPHARD'S GATE 1660 PORTOLA AVE LIVERMORE CA 94551 NONE PC TO SUPPORT LOCAL CHARITY ORGANIZATIONS AND INDIVIDUALS IN SILICON VALLEY AND SURROUNDING COUNTIES. 10000 SOUTHERN METHODIST UNIVERSITY PO BOX 750402 DALLAS TX 75275 NONE PC TO PROVIDE EDUCATION THROUGH RESEARCH AND TEACHING BY CREATING AND IMPARTING KNOWLEDGE THAT WILL SHAPE CITIZENS WHO CONTRIBUTE TO THEIR COMMUNITIES AND LEAD PROFESSIONS IN A GLOBAL SOCIETY. 7500 ST PAUL'S SCHOOL 11232 FALLS ROAD BROOKLANDVILLE MD 21022 NONE PC TO SUPPORT UNIFICATION OF ST. PAUL'S SCHOOL FOR GIRLS INC. AND THE BOY'S SCHOOL OF ST. PAUL'S PARISH. 20000 THE ARC OF MONMOUTH INC 1158 WAYSIDE RD TINTON FALLS NJ 07712 NONE PC TO IMPROVE THE LIVES OF PERSONS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES. 7500 TIME FOR CHANGE FOUNDATION PO BOX 25040 SAN BERNARDINO CA 92406 NONE PC TO EMPOWER DISENFRANCHISED LOW INCOME INDIVIDUALS AND FAMILIES BY BUILDING LEADERSHIP THROUGH EVIDENCE-BASED PROGRAMS AND HOUSING TO CREATE SELF-SUFFICIENCY AND THRIVING COMMUNITIES. 15000 TIPPING POINT COMMUNITY 220 MONTGOMERY ST SUITE 850 SAN FRANCISCO CA 94104 NONE PC TO FIGHT POVERTY IN THE BAY AREA FOR PEOPLE WHO DON'T HAVE RESOURCES TO MEET THEIR BASIC NEEDS 20000 AMERICAN CANCER SOCIETY PO BOX 6704 HAGERSTOWN MD 21741 NONE PC TO IMPROVE THE LIVES OF PEOPLE WITH CANCER AND THEIR FAMILIES THROUGH ADVOCACY, RESEARCH AND PATIENT SUPPORT TO ENSURE EVERYONE HAS AN OPPORTUNITY TO PREVENT, DETECT, TREAT, AND SURVIVE CANCER 10000 EQUAL JUSTICE INITIATIVE 122 COMMERCE ST MONTGOMERY AL 36104 NONE PC TO CHALLENGE RACIAL AND ECONOMIC INJUSTICE, AND TO PROTECT BASIC HUMAN RIGHTS FOR THE MOST VULNERABLE PEOPLE IN AMERICAN SOCIETY. 10000 TRUSTEES OF PRINCETON UNIVERSITY 701 CARNEGIE CTR STE 442 PRINCETON NJ 08540 NONE PC TO ACHIEVE THE HIGHEST LEVELS OF DISTINCTION IN THE DISCOVERY AND TRANSMISSION OF KNOWLEDGE AND UNDERSTANDING 5000 USO 2111 WILSON BLVD SUITE 1200 ARLINGTON VA 22201 NONE PC TO STRENGTHEN THE WELL BEING OF THE PEOPLE SERVING IN AMERICAS MILITARY AND THEIR FAMILIES 5000 BRIDGE TO TURKIYEY 1609 E FRANKLIN STREET CHAPEL HILL NORTH CAROLINA NC 27514 NONE PC TO IMPROVE THE LIVES OF LESS FORTUNATE CHILDREN AND YOUTH IN TURKIYE AND FOCUS AREAS INCLUDE EDUCATION, HEALTH AND WELL BEING OF YOUTH, ENVIRONMENTAL AND NATURAL LIFE CONVERSATION AND DISASTER MANAGEMENT 15000 NAVY & MARINE CORPS RELIEF SOCIETY 875 N RANDOLPH STREET SUITE 225 ARLINGTON VA 22203 NONE PC TO PROVIDE IN PARTNERSHIP WITH THE NAVY AND MARINE CORPS, FINANCIAL, EDUCATIONAL, AND OTHER ASSISTANCE TO MEMBERS OF THE NAVAL SERVICE OF THE UNITED STATES, ELIGIBLE FAMILY MEMBERS, AND SURVIVORS WHEN IN NEED; AND TO RECEIVE AND MANAGE FUNDS TO ADMINISTER THESE PROGRAMS. 10000 354000 0 14 124097 18 7725 0 131822 0 131822 0 0 0 0 0 0 0 0 0 0 ALTRIA GROUP 21290 44858 BANK OF NEW YORK MELLON 33692 46845 CVS CORP 78536 118440 EMERA INC 99550 83138 HOME DEPOT INC 19276 207930 HONEYWELL INTERNATIONAL 25010 146797 JP MORGAN CHASE STOCK 63688 170100 MERCK & CO INC 49597 163530 MICROSOFT CORP 36880 268869 PEPSICO 72439 127380 PHILLIP MORRIS INTERNATIONAL 30539 69619 SOUTHWEST AIRLINES CO 35478 28879 TRUIST FINL CORP 193883 180170 VERIZON COMMUNICATIONS 90356 75400 STANLEY BLACK & DECKER INC 64673 88290 431986 387260 0 0 DURFY AG AT COST 34993 15520 ARK ETF TR IND'L INNOVATION AT COST 34943 27581 ARK ETF TR INNOVATION ETF AT COST 34817 15659 FIRST TR EXCHANGE TRADED FD VI NASD AT COST 280095 373581 INVESCO EXCH TRADED FD TR LI GLOBAL WATER AT COST 133864 347864 INVESCO PREFERRED AT COST 99012 78248 INVESCO S&P 500 EQUAL WEIGHT AT COST 644226 1041480 ISHARES GOLD TR ISHARES NEW AT COST 99975 155222 ISHARES MSCI ACWI AT COST 312353 996227 ISHARES TR CONV BD ETF AT COST 98467 105388 OTHER FEES 34 34 0 BOOK/TAX DIFFERENCE 12954 INVESTMENT FEES 44373 44373 0 FOREIGN TAXES PAID 680 680 0