Instrumentl eFile Render
Object ID: 202543159349100334 - Rendered 2026-04-22
TIN: 52-1505784
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
24
Open to Public Inspection
For calendar year 2024, or tax year beginning
07-01-2024
, and ending
06-30-2025
Name of foundation
TRP SHAWE FNDATN
Number and street (or P.O. box number if mail is not delivered to street address)
PO BOX 0634
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE
,
WI
532010634
A Employer identification number
52-1505784
B
Telephone number (see instructions)
(314) 418-2643
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)
$
24,766,353
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
...
572,411
572,411
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
552,341
b
Gross sales price for all assets on line 6a
943,275
7
Capital gain net income (from Part IV, line 2)
...
552,341
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
........
1,124,752
1,124,752
13
Compensation of officers, directors, trustees, etc.
50,004
25,002
25,002
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)
.......
c
Other professional fees (attach schedule)
....
List of Attached Documents:
// Content
59,344
59,344
0
17
Interest
...............
0
18
Taxes (attach schedule) (see instructions)
...
List of Attached Documents:
// Content
18,167
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)
.......
List of Attached Documents:
// Content
8,822
8,822
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
136,337
84,346
0
33,824
25
Contributions, gifts, grants paid
.......
1,056,585
1,056,585
26
Total expenses and disbursements.
Add lines 24 and 25
1,192,922
84,346
0
1,090,409
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-68,170
b
Net investment income
(if negative, enter -0-)
1,040,406
c
Adjusted net income
(if negative, enter -0-)
...
0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2024)
Form 990-PF (2024)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
12,204
18,058
18,058
2
Savings and temporary cash investments
.........
605,175
1,051,804
1,051,804
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)
.......
2,423,489
List of Attached Documents:
// Content
2,321,075
19,197,405
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
4,655,967
List of Attached Documents:
// Content
4,351,752
4,499,086
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)
7,696,835
7,742,689
24,766,353
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
........
7,696,835
7,742,689
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)
.....
7,696,835
7,742,689
30
Total liabilities and net assets/fund balances
(see instructions)
.
7,696,835
7,742,689
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
7,696,835
2
Enter amount from Part I, line 27a
.....................
2
-68,170
3
Other increases not included in line 2 (itemize)
List of Attached Documents:
// Content
3
114,024
4
Add lines 1, 2, and 3
..........................
4
7,742,689
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
7,742,689
Form
990-PF
(2024)
Form 990-PF (2024)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
500. JOHNSON & JOHNSON
1988-06-06
2024-12-09
b
565. MICROSOFT CORP
2013-10-03
2024-12-09
c
200. SALESFORCE COM INC
2009-05-22
2024-12-09
d
4800. SCHLUMBERGER LTD ISIN #AN8068571086
2024-01-26
2024-12-09
e
700. WELLS FARGO & CO NEW
2010-11-09
2024-12-09
400. UNITED PARCEL SERVICE CL B COM
2003-09-05
2025-03-26
1000. UNITED PARCEL SERVICE CL B COM
2003-09-05
2025-06-20
100. ADOBE SYS INC
1996-01-19
2025-06-27
300. ALPHABET INC CL A
2010-07-20
2025-06-27
125. MICROSOFT CORP
1993-08-02
2025-06-27
(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
74,837
2,487
72,350
b
251,999
19,097
232,902
c
70,681
1,805
68,876
d
197,988
254,944
-56,956
e
51,433
19,739
31,694
44,312
25,288
19,024
99,413
63,221
36,192
38,747
445
38,302
52,003
3,624
48,379
61,862
284
61,578
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
72,350
b
232,902
c
68,876
d
-56,956
e
31,694
19,024
36,192
38,302
48,379
61,578
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
552,341
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
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
14,462
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
14,462
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
14,462
6
Credits/Payments:
a
2024 estimated tax payments and 2023 overpayment credited to 2024
6a
10,424
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
10,424
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
List of Attached Documents:
// Content
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
4,038
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2025 estimated tax
0
Refunded
11
0
Form
990-PF
(2024)
Form 990-PF (2024)
Page
4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
(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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
N/A
14
The books are in care of
US BANK NA
Telephone no.
(513) 639-6150
Located at
PO BOX 387
ST LOUIS
MO
ZIP+4
63166
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 2024, 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
Form
990-PF
(2024)
Form 990-PF (2024)
Page
5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
...........
1a(1)
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
..............................
1a(2)
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
...........
1a(3)
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
............
1a(4)
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
......................
1a(5)
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
...............
1a(6)
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
..........
1b
c
Organizations relying on a current notice regarding disaster assistance check here
........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024?
.............
1d
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?
....................
2a
No
If "Yes," list the years
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 2024 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.)
.....................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024?
..
4b
No
Form
990-PF
(2024)
Form 990-PF (2024)
Page
6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
..........
5a(1)
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
....................
5a(2)
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
.............
5a(3)
Yes
(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
No
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
GAIL R SHAWE
SECRETARY
20
0
20 S CHARLES STREET 11TH FL
BALTIMORE
,
MD
21201
STEPHEN D SHAWE
TREASURER
5
0
20 S CHARLES STREET 11TH FL
BALTIMORE
,
MD
21201
ANN EGAN
SECRETARY
20
50,004
20 S CHARLES STREET 11TH FL
BALTIMORE
,
MD
21201
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
(2024)
Form 990-PF (2024)
Page
7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
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
(2024)
Form 990-PF (2024)
Page
8
Part IX
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
23,679,091
b
Average of monthly cash balances
.......................
1b
1,038,393
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
24,717,484
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
24,717,484
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions)
.............................
4
370,762
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3.
............
5
24,346,722
6
Minimum investment return.
Enter 5% (0.05) of line 5
................
6
1,217,336
Part X
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part IX, line 6
..................
1
1,217,336
2a
Tax on investment income for 2024 from Part V, line 5
.......
2a
14,462
b
Income tax for 2024. (This does not include the tax from Part V.)
...
2b
c
Add lines 2a and 2b
............................
2c
14,462
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
1,202,874
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
1,202,874
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1
...
7
1,202,874
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
1,090,409
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
1,090,409
Form
990-PF
(2024)
Form 990-PF (2024)
Page
9
Part XII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1
Distributable amount for 2024 from Part X, line 7
1,202,874
2
Undistributed income, if any, as of the end of 2024:
a
Enter amount for 2023 only
.......
1,036,585
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2024:
a
From 2019
......
0
b
From 2020
......
0
c
From 2021
......
0
d
From 2022
......
0
e
From 2023
......
0
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2024 from Part
XI, line 4:
$
1,090,409
a
Applied to 2023, but not more than line 2a
1,036,585
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2024 distributable amount
.....
53,824
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2024.
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
0
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025
..........
1,149,050
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2020
....
0
b
Excess from 2021
....
0
c
Excess from 2022
....
0
d
Excess from 2023
....
0
e
Excess from 2024
....
0
Form
990-PF
(2024)
Form 990-PF (2024)
Page
10
Part XIII
Private Operating Foundations
(see instructions and Part VI-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling
......
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)
2024
(b)
2023
(c)
2022
(d)
2021
b
85% (0.85) of line 2a
.........
c
Qualifying distributions from Part XI,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed
..
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
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).)
NONE
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.
NONE
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 e-mail address of the person to whom applications should be addressed:
SHAWE FAMILY CHARITABLE FOUNDATION
20 S CHARLES STREET
BALTIMORE
,
MD
21201
(314) 418-2643
b
The form in which applications should be submitted and information and materials they should include:
APPLICATION - DESCRIBE ORGANIZATION & PURPOSE FOR USE OF FUNDS
c
Any submission deadlines:
NONE
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
TO 501(C)(3) ORGANIZATIONS
Form
990-PF
(2024)
Form 990-PF (2024)
Page
11
Part XIV
Supplementary Information
(continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
WALTERS ART MUSEUM
600 N CHARLES ST
BALTIMORE
,
MD
21201
NONE
PC
GENERAL OPERATING
38,000
SEED SCHOOL
200 FONT HILL AVENUE
BALTIMORE
,
MD
21223
NONE
PC
GENERAL OPERATING
5,000
EVERYMAN THEATRE
315 W FAYETTE ST
BALTIMORE
,
MD
21201
NONE
PC
GENERAL OPERATING
5,000
BALTIMORE HEBREW CONGREGATION
7401 PARK HEIGHTS AVE
BALTIMORE
,
MD
21208
NONE
PC
GENERAL OPERATING
500
FOUNDATION FOR BLSYW
128 W FRANKLIN STREET
BALTIMORE
,
MD
21201
NONE
I
SCHOLARSHIP
50,000
THE ASSOCIATED
101 W MT ROYAL AVENUE
BALTIMORE
,
MD
21201
NONE
PC
GENERAL OPERATING
85,000
BALTIMORE SYMPHONY ORCHESTRA
1212 CATHEDRAL STREET
BALTIMORE
,
MD
21201
NONE
PC
GENERAL OPERATING
137,000
ENOCH PRATT LIBRARY
400 CATHEDRAL STREET
BALTIMORE
,
MD
21201
NONE
PC
GENERAL OPERATING
2,000
MYERBERG SENIOR CENTER
3101 FALLSTAFF ROAD
BALTIMORE
,
MD
21209
NONE
PC
GENERAL OPERATING
1,000
BEST (BALTIMORE EDU SCHOLARSHIPS)
808 N CHARLES STREET
BALTIMORE
,
MD
21201
NONE
PC
GENERAL OPERATING
5,000
JOHN HOPKINS PROJECT RESTORE
550 NORTH BROADWAY - SUITE 732
BALTIMORE
,
MD
21201
NONE
PC
GENERAL OPERATING
10,000
WYPR
2216 NORTH CHARLES STREET
BALTIMORE
,
MD
21218
NONE
PC
GENERAL OPERATING
10,252
BALTIMORE SCHOOL FOR THE ARTS
712 CATHEDRAL STREET
BALTIMORE
,
MD
21201
NONE
PC
GENERAL OPERATING
12,500
ALZHEIMER'S ASSOCIATION
1850 YORK ROAD - SUITE D
TIMONIUM
,
MD
21093
NONE
PC
GENERAL OPERATING
2,000
THE SEED SCHOOL OF MARYLAND
200 FONT HILL AVENUE
BALTIMORE
,
MD
21223
NONE
I
SCHOLARSHIP
3,500
GREEN STREET ACADEMY
201 NORTH BEND STREET
BALTIMORE
,
MD
21209
NONE
PC
GENERAL OPERATING
2,500
PAUL'S PLACE
1118 WARD STREET
BALTIMORE
,
MD
21230
NONE
PC
GENERAL OPERATING
1,000
COLLEGEBOUND FOUNDATION
300 WATER STREET SUITE 300
BALTIMORE
,
MD
21202
NONE
PC
GENERAL OPERATING
6,000
MD PUBLIC TELEVISION
11767 OWINGS MILLS BOULEVARD
OWINGS MILLS
,
MD
21117
NONE
PC
GENERAL OPERATING
5,000
FAMILY LEAGUE OF BALTIMORE
2305 N CHARLES STREET - SUITE 200
BALTIMORE
,
MD
21218
NONE
PC
GENERAL OPERATING
2,500
GIFFORDS LAW CENTER TO PREVENT
268 BUSH STREET 555
SAN FRANCISCO
,
CA
94104
NONE
PC
GENERAL OPERATING
13,000
THREAD
PO BOX 1584
BALTIMORE
,
MD
21203
NONE
PC
GENERAL OPERATING
15,000
CHESAPEAKE BAY FOUNDATION
6 HERNDON AVENUE
ANNAPOLIS
,
MD
21403
NONE
PC
GENERAL OPERATING
5,000
BALTIMORE COMMUNITY FOUNDATION
2 EAST READ STREET 9TH FLOOR
BALTIMORE
,
MD
21202
NONE
PC
GENERAL OPERATING
85,000
NATIONAL NETWORK OF ABORTION FUNDS
9450 SW GEMINI DR
BEAVERTON
,
OR
970087105
NONE
PC
GENERAL OPERATING
15,000
TEACH FOR AMERICA
1204 WASHINGTON AVE SUITE 300
ST LOUIS
,
MO
63103
NONE
PC
GENERAL OPERATING
5,000
MARIN COUNTY OFFICE OF EDUCATION
PO BOX 4925
SAN RAFAEL
,
CA
94913
NONE
PC
GENERAL OPERATING
7,500
PLANNED PARENTHOOD FEDERATION OF
123 WILLIAM ST FL 10
NEW YORK
,
NY
100383844
NONE
PC
GENERAL OPERATING
20,000
NATIONAL MS SOCIETY
PO BOX 91891
WASHINGTON
,
DC
20090
NONE
PC
GENERAL OPERATING
2,500
MARYLAND CITIZENS FOR THE ARTS
120 W NORTH AVENUE SUITE 302
BALTIMORE
,
MD
21201
NONE
PC
GENERAL OPERATING
500
CONGREGATION BETH EL
1301 OXFORD ST
BERKELEY
,
CA
94709
NONE
PC
GENERAL OPERATING
12,000
OGLALA LAKOTA COLLEGE
PO BOX 490
KYLE
,
SD
577520490
NONE
PC
GENERAL OPERATING
1,000
INSTITUTE OF AMERICAN INDIAN ARTS
83 A VAN NU PO
SANTA FE
,
NM
875081300
NONE
PC
GENERAL OPERATING
50,500
BALTIMORE SQUASHWISE
16 W MADISON ST
BALTIMORE
,
MD
212015231
NONE
PC
GENERAL OPERATING
35,000
WORLD CENTRAL KITCHEN
PO BOX 96538
WASHINGTON
,
DC
200906538
NONE
PC
GENERAL OPERATING
30,000
INNOCENCE PROJECT INC
40 WORTH ST ROOM 701
NEW YORK
,
NY
100132994
NONE
PC
GENERAL OPERATING
5,000
ROLAND PARK COMMUNITY FOUNDATION
PO BOX 1624
BALTIMORE
,
MD
21210
NONE
PC
GENERAL OPERATING
108,000
GLOBAL EMPOWERMENT MISSION
1810 NW 94TH AVENUE
DORAL
,
FL
33172
NONE
PC
GENERAL OPERATING
5,000
NATIVE AMERICAN VETERANS ASSISTANCE
PO BOX 5053
PINE RIDGE
,
SD
577705053
NONE
PC
GENERAL OPERATING
2,500
BRYN MAWR SCHOOL
109 W MELROSE AVE
BALTIMORE
,
MD
21210
NONE
PC
GENERAL OPERATING
93,333
CHIZUK AMUNO CONGREGATION
8100 STEVENSON RD
BALTIMORE
,
MD
212081866
NONE
PC
GENERAL OPERATING
3,000
GOODWILL INDUSTRIES OF THE CHESAPEAKE IN
3700 KOPPERS STREET
HALETHORPE
,
MD
212271019
NONE
PC
GENERAL OPERATING
2,500
GILMAN SCHOOL INC
5407 ROLAND AVENUE
BALTIMORE
,
MD
212101930
NONE
PC
GENERAL OPERATING
5,000
ARTS FOR LEARNING MARYLAND INC
21 E NORTH AVE 1ST FLOOR
BALTIMORE
,
MD
212020000
NONE
PC
GENERAL OPERATING
17,500
BALTIMORE CHORAL ARTS SOCIETY
1316 PARK AVE
BALTIMORE
,
MD
21217
NONE
PC
GENERAL OPERATING
2,000
FUND FOR EDUCATIONAL EXCELLENCE
800 N CHARLES STREET 400
BALTIMORE
,
MD
21201
NONE
PC
GENERAL OPERATING
2,500
PRIDE OF BALTIMORE INC
1240 KEY HWY
BALTIMORE
,
MD
212304329
NONE
PC
GENERAL OPERATING
500
IRVINE NATURAL SCIENCE CENTER INC
11201 GARRISON FOREST RD
OWINGS MILLS
,
MD
211172943
NONE
PC
GENERAL OPERATING
15,000
HOPEWELL CANCER SUPPORT
10628 FALLS RD
LUTHERVILLE
,
MD
21093
NONE
PC
GENERAL OPERATING
3,000
KIPP BALTIMORE
4701 GREENSPRING AVE
BALTIMORE
,
MD
21209
NONE
PC
GENERAL OPERATING
25,000
BALTIMORE MUSEUM OF ART
10 ART MUSEUM DRIVE
BALTIMORE
,
MD
21218
NONE
PC
GENERAL OPERATING
11,000
CORAL RESTORATION FOUNDATION INC
89111 OVERSEAS HWY
TAVERNIER
,
FL
330702030
NONE
PC
GENERAL OPERATING
5,000
BERKELEY HUMANE
2700 NINTH ST
BERKELEY
,
CA
94710
NONE
PC
GENERAL OPERATING
2,500
CHABAD OF EL CERRITO
704 MIDCREST WAY
EL CERRITO
,
CA
945303310
NONE
PC
GENERAL OPERATING
1,000
LABELLE FOUNDATION
PO BOX 36471
LOS ANGELES
,
CA
900360471
NONE
PC
GENERAL OPERATING
1,500
MUSEUM OF NEW MEXICO FOUNDATION
PO BOX 2065
SANTA FE
,
NM
875042065
NONE
PC
GENERAL OPERATING
6,500
SANTA FE COMMUNITY FOUNDATION
501 HALONA ST
SANTA FE
,
NM
875050301
NONE
PC
GENERAL OPERATING
20,500
THE FOOD DEPOT
1222 SILER RD
SANTA FE
,
NM
87507
NONE
PC
GENERAL OPERATING
1,000
THE TENDER BRIDGE
8711 EDDINGTON RD
PARKVILLE
,
MD
21234
NONE
PC
GENERAL OPERATING
3,000
EL CERRITO HIGH SCHOOL STUDENT ACTIVITY
FUND
PO BOX 2376
EL CERRITO
,
CA
945305376
NONE
PC
GENERAL OPERATING
500
CENTER STAGE
110 N 2ND ST
SILVERTON
,
OR
973811702
NONE
PC
GENERAL OPERATING
1,000
MARIN COUNTRY DAY SCHOOL
5221 PARADISE DR
CORTE MADERA
,
CA
949252107
NONE
PC
GENERAL OPERATING
8,000
YOUTH IN ARTS
917 C ST
SAN RAFAEL
,
CA
949012805
NONE
PC
GENERAL OPERATING
4,000
FOOD BANK OF CONTRA COSTA AND SOLANO
4010 NELSON AVENUE
CONCORD
,
CA
94520
NONE
PC
GENERAL OPERATING
1,000
ALAMEDA COUNTY COMMUNITY FOOD BANK
7900 EDGEWATER DRIVE
OAKLAND
,
CA
94621
NONE
PC
GENERAL OPERATING
1,000
PASADENA HUMANE
361 SOUTH RAYMOND AVENUE
PASADENA
,
CA
91105
NONE
PC
GENERAL OPERATING
1,500
JAMES MOREHOUSE PROJECT
540 ASHBURY AVENUE
EL CERRITO
,
CA
94530
NONE
PC
GENERAL OPERATING
2,000
PARKS AND PEOPLE
2100 LIBERTY HEIGHTS AVENUE
BALTIMORE
,
MD
21217
NONE
PC
GENERAL OPERATING
5,000
SHEPPARD PRATT (ANNUAL CAMPAIGN)
6501 N CHARLES STREET
BALTIMORE
,
MD
21204
NONE
PC
GENERAL OPERATING
10,000
Total
.................................
3a
1,056,585
b
Approved for future payment
Total
.................................
3b
Form
990-PF
(2024)
Form 990-PF (2024)
Page
12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
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
572,411
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
552,341
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
1,124,752
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
1,124,752
(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
(2024)
Form 990-PF (2024)
Page
13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
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.
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
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2024)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description