2025-11-17T12:01:35-06:00 2024-12-31 346565596 ERNST & YOUNG US LLP 155 N WACKER DR CHICAGO IL 60606 990PF 2024-01-01 384135221 FOUNDATION FOR DEMOCRACY CO WILMINGTON TRUST FOUN 3026511772 PO BOX 70 WILMINGTON DE 19899 MICHELLE DUPONT OLSON TRUSTEE 3026511772 2025-10-08 true true SANDRA MURPHY P01252209 3128792000 2025-10-08 2024 2025-03-06 01:10:19Z X 557752 X 912 912 10287 10187 14977 121522 14977 0 26176 26076 0 0 0 0 0 0 1500 0 0 1500 1935 1935 0 0 309 121 0 0 0 0 0 0 0 3744 2056 0 1500 20500 20500 24244 2056 0 22000 1932 24020 0 11 12 12 24943 14535 14535 0 0 0 343988 361671 498453 50603 45387 44752 0 419545 421605 557752 0 X 419545 421605 419545 421605 419545 421605 419545 1932 379 421856 251 421605 49.901 AMG RIVER RD SM-CAP VALUE FD CL I 2023-12-14 2024-07-08 770 752 18 18 1070.781 AMG RIVER RD SM-CAP VALUE FD CL I 2020-03-31 2024-07-08 16533 12430 4103 4103 .765 AB CONCENTRATED GR FD CL ADV 2023-12-06 2024-07-08 43 38 5 5 91.131 AB CONCENTRATED GR FD CL ADV 2021-08-19 2024-07-08 5161 5586 -425 -425 6. APPLE COMPUTER INC COMMON 2021-01-29 2024-12-30 1509 787 722 722 28. CITIGROUP INC 2020-03-05 2024-02-02 1553 1604 -51 -51 50. COMCAST CORP 2020-03-05 2024-04-26 1922 2202 -280 -280 2. COSTCO WHOLESALE CORPORATION 2021-01-29 2024-04-26 1457 734 723 723 2. INTUIT INC COM 2022-03-28 2024-04-26 1266 928 338 338 137. ISHARES CORE MSCI EAFE ETF 2020-03-05 2024-07-08 10136 7970 2166 2166 16. JOHNSON & JOHNSON COMMON ~ 2020-03-05 2024-04-26 2342 2352 -10 -10 10. LAUDER ESTEE COMPANIES INC CLASS A 2020-03-05 2024-10-31 664 2080 -1416 -1416 8. LOWES COMPANIES INCORPORATED 2020-10-30 2024-04-26 1850 1393 457 457 3440.774 METWEST UNCONSTRAINED BOND CL I 2020-06-03 2024-07-08 35337 40110 -4773 -4773 6. MICROSOFT CORP COMMON 2021-06-07 2024-02-02 2458 1514 944 944 31. OMNICON GROUP 2020-03-05 2024-02-02 2785 1951 834 834 11. VALERO ENERGY CORPORATION NEW 2020-03-05 2024-04-26 1814 738 1076 1076 .833 VANGUARD INFLATION-PROTECTED CL ADML 2021-11-01 2024-01-18 19 24 -5 -5 2828.326 WILMINGTON INTERNATIONAL FUND-I 2020-03-05 2024-07-08 26105 21728 4377 4377 8. WILLIS TOWERS WATSON PLC 2020-03-05 2024-04-26 1998 1624 374 374 CAPITAL GAIN DIVIDENDS P 5800 CAPITAL GAIN DIVIDENDS P 5800 CAPITAL GAIN DIVIDENDS P 5800 CAPITAL GAIN DIVIDENDS P 5800 CAPITAL GAIN DIVIDENDS P 5800 CAPITAL GAIN DIVIDENDS P 5800 CAPITAL GAIN DIVIDENDS P 5800 CAPITAL GAIN DIVIDENDS P 5800 CAPITAL GAIN DIVIDENDS P 5800 CAPITAL GAIN DIVIDENDS P 5800 CAPITAL GAIN DIVIDENDS P 5800 CAPITAL GAIN DIVIDENDS P 5800 CAPITAL GAIN DIVIDENDS P 5800 CAPITAL GAIN DIVIDENDS P 5800 CAPITAL GAIN DIVIDENDS P 5800 CAPITAL GAIN DIVIDENDS P 5800 CAPITAL GAIN DIVIDENDS P 5800 CAPITAL GAIN DIVIDENDS P 5800 CAPITAL GAIN DIVIDENDS P 5800 CAPITAL GAIN DIVIDENDS P 5800 14977 334 0 334 0 334 200 0 134 334 0 0 0 false false false false false false false true true VA true false false false false true NO WEB SITE FOUNDATION FOR DEMOCRACY C/O WILMINGTON TRUST 2393975002 PO BOX 70 WILMINGTON DE 19899 false false false false false false false false false false false false false false false false false false false false false MICHELLE DUPONT OLSON 6615 GEORGETOWN PIKE MCLEAN VA 22101 CO-CHAIR/DIRECTOR 1 0 RUSSELL CHRISTOPHER OLSON 6615 GEORGETOWN PIKE MCLEAN VA 22101 CO-CHAIR/DIRECTOR 1 0 NONE 0 NONE 0 520273 18552 0 538825 0 0 538825 8082 530743 26537 26537 334 334 26203 0 26203 0 26203 22000 0 0 0 0 22000 26203 20257 0 0 0 0 0 0 0 22000 20257 0 0 1743 0 0 0 0 0 0 0 0 24460 0 0 0 0 0 0 0 0 X AMERICAN FRIENDS OF THE CZECH REPUBLIC 4410 MASSACHUSETTS Washington DC 20016 NONE PC GENERAL PURPOSE 10500 HOLY TRINITY CATHOLIC CHURCH 201 N PENNSYLVANIA AVE Morrisville PA 19067 NONE PC GENERAL PURPOSE 10000 20500 14 912 14 10287 18 14977 26176 26176 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 1500 1500 24524282 AMERICAN BEACON SIM H 592905749 METWEST UNCONSTRAINE 922031737 VANGUARD INFLATION-P 024524282 AMERICAN BEACON SIM 10424 10019 921937835 VANGUARD TOTAL BOND 34963 34733 00171A852 AMG RIVER RD SM-CAP 01878T848 AB CONCENTRATED GR F 03027X100 AMERICAN TOWER CORP 3649 2751 04314H758 ARTISAN SMALL CAP FU 12590 11766 09247X101 BLACKROCK INC 11135F101 BROADCOM INC 2325 16229 12572Q105 CME GROUP INC 1928 2322 125896100 CMS ENERGY CORP COM 1242 1400 166764100 CHEVRON CORP 1182 1883 17275R102 CISCO SYSTEMS INC 2714 3730 172967424 CITIGROUP INC 20030N101 COMCAST CORP NEW A 22160K105 COSTCO WHOLESALE COR 2236 6414 235851102 DANAHER CORP COM 2630 3673 244199105 DEERE & CO COMMON 2478 2542 254687106 WALT DISNEY CO 1299 1114 25537101 AMERICAN ELECTRIC POW 26875P101 EOG RESOURCES INC CO 1552 3800 2824100 ABBOTT LABORATORIES 30212P303 EXPEDIA GROUP INC. 1084 2050 31162100 AMGEN INC COM 31428X106 FEDEX CORP COM 2145 3376 32654105 ANALOG DEVICES INC 37833100 APPLE INC 411512478 HARBOR LG-CAP VALUE 29108 29086 438516106 HONEYWELL INTL INC C 2542 2937 45775L408 T ROWE PRICE LG-CAP 19609 35649 461202103 INTUIT INC COM 1393 1886 461418444 WCM FOCUSED INT'L GR 16577 16682 464287879 ISHARES S&P SMALL-CA 5942 8689 464287887 ISHARES S&P SM-CAP 6 18078 21524 46432F339 ISHARES MSCI USA QUA 8194 15671 46432F388 ISHARES MSCI USA VAL 21168 21122 46432F842 ISHARES CORE MSCI EA 10589 14267 46434G103 ISHARES CORE MSCI EM 8755 8669 46625H100 JPMORGAN CHASE & CO 4137 8630 478160104 JOHNSON & JOHNSON 518439104 ESTEE LAUDER COMPANI 539830109 LOCKHEED MARTIN CORP 1782 2430 548661107 LOWES COMPANIES INC 1966 4196 57636Q104 MASTERCARD INC CL A 4482 7899 58933Y105 MERCK & CO INC 1430 1890 59156R108 METLIFE INC 1021 1965 594918104 MICROSOFT CORP 8863 19389 617446448 MORGAN STANLEY GROUP 1822 4274 654106103 NIKE INC CL B 1975 1438 681919106 OMNICOM GROUP INC CO 68389X105 ORACLE CORPORATION C 1178 3499 713448108 PEPSICO INC COM 2416 2737 718172109 PHILIP MORRIS INTL I 1144 1685 742718109 PROCTER & GAMBLE CO 1808 2515 747525103 QUALCOMM INC COM 2297 3380 824348106 SHERWIN WILLIAMS CO 2361 3739 855244109 STARBUCKS CORP COM 1818 2008 872540109 TJX COMPANIES COM 2070 4349 902973304 U S BANCORP DEL COM 1537 1722 907818108 UNION PACIFIC CORP C 2615 3421 91324P102 UNITEDHEALTH GROUP I 3033 5059 9158106 AIR PRODUCTS & CHEMICA 91913Y100 VALERO ENERGY CORP C 883 2207 92204A306 VANGUARD ENERGY ETF 5965 5823 92204A405 VANGUARD FINANCIALS 6024 8501 922908553 VANGUARD REAL ESTATE 9871 10690 922908736 VANGUARD GROWTH ETF 34851 42275 97181C787 WILMINGTON INTERNATI 98419M100 XYLEM INC-W/I 1521 1972 98978V103 ZOETIS INC 2345 2607 G1151C101 ACCENTURE PLC- CL A 1479 2463 G8994E103 TRANE TECHNOLOGIES P 1662 5171 G96629103 WILLIS TOWERS WATSON 002824100 ABBOTT LABORATORIES 3087 3506 037833100 APPLE INC 7790 22287 025537101 AMERICAN ELECTRIC PO 1823 1937 032654105 ANALOG DEVICES INC 2702 5312 009158106 AIR PRODUCTS & CHEMI 2502 2900 031162100 AMGEN INC COM 2254 2606 79466L302 SALESFORCE INC 1927 2340 922908744 VANGUARD VALUE ETF 9942 10497 09290D101 BLACKROCK INC 2949 5126 30303M102 META PLATFORMS, INC- 6650 8197 92204A702 VANGUARD INFORMATION 9585 9949 02079K107 ALPHABET INC CL C 11021 11998 532457108 ELI LILLY & CO 4074 4632 075887109 BECTON DICKINSON & C 2024 TRANSACTION POSTED IN 2025 110 RETURN OF CAPITAL 141 2023 TRANSACTION POSTED IN 2024 379 INVESTMNT MNGMNT FEES (NON-DED 1935 1935 FEDERAL ESTIMATES - PRINCIPAL 188 0 0 FOREIGN TAXES ON QUALIFIED FOR 98 98 0 FOREIGN TAXES ON NONQUALIFIED 23 23 0