Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 06-01-2021 , and ending 05-31-2022
Name of foundation
WILLIAM G AND MARIE SELBY
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)1800 SECOND STREET 954
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SARASOTA, FL34236
A Employer identification number

84-2333839
B Telephone number (see instructions)

(941) 957-0442
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$70,943,323J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,866,341 1,866,341  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -172,117
b Gross sales price for all assets on line 6a 10,046,150
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
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)....... Click to see attachment 1,419 1,419  
12 Total. Add lines 1 through 11........ 1,695,643 1,867,760  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 165,000 0   165,000
14 Other employee salaries and wages...... 147,015 0   147,015
15 Pension plans, employee benefits....... 107,658 0   107,658
16a Legal fees (attach schedule)......... Click to see attachment 10,847 0   10,847
b Accounting fees (attach schedule)....... Click to see attachment 57,760 0   57,760
c Other professional fees (attach schedule).... Click to see attachment 39,528 39,528   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 33,445 0   5,901
19 Depreciation (attach schedule) and depletion... 663 0  
20 Occupancy.............. 42,604 0   42,604
21 Travel, conferences, and meetings....... 3,324 0   3,324
22 Printing and publications.......... 295 0   295
23 Other expenses (attach schedule)....... Click to see attachment 45,793 0   63,290
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 653,932 39,528   603,694
25 Contributions, gifts, grants paid....... 3,039,162 3,039,162
26 Total expenses and disbursements. Add lines 24 and 25 3,693,094 39,528   3,642,856
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,997,451
b Net investment income (if negative, enter -0-) 1,828,232
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 1,882,824 755,885 755,885
2 Savings and temporary cash investments......... 43,650    
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
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)....... 43,631,716 Click to see attachment44,794,928 44,794,928
c Investments—corporate bonds (attach schedule)....... 35,093,181 Click to see attachment25,289,108 25,289,108
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet3,150
Less: accumulated depreciation (attach schedule) bullet1,602 2,211 Click to see attachment1,548 1,548
15 Other assets (describe bullet) Click to see attachment19,502 Click to see attachment101,854 Click to see attachment101,854
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 80,673,084 70,943,323 70,943,323
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 890,000 887,000
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 bullet) Click to see attachment227,619 Click to see attachment3,918
23 Total liabilities (add lines 17 through 22)......... 1,117,619 890,918
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 79,430,465 69,931,264
25 Net assets with donor restrictions............ 125,000 121,141
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
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)..... 79,555,465 70,052,405
30 Total liabilities and net assets/fund balances (see instructions). 80,673,084 70,943,323
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
79,555,465
2
Enter amount from Part I, line 27a .....................
2
-1,997,451
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3,000
4
Add lines 1, 2, and 3 ..........................
4
77,561,014
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
7,508,609
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
70,052,405
Form 990-PF (2021)
Form 990-PF (2021)
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 PUBLICLY TRADED SECURITIES      
b
c
d
e
(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 10,046,150   10,218,267 -172,117
b
c
d
e
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       -172,117
b
c
d
e
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 -172,117
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 (2021)
Form 990-PF (2021)
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 Bullet 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)
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 25,412
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 25,412
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 127,266
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 127,266
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 101,854
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet12,706 RefundedBullet 11 89,148
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. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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)
    bulletFL
    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 2021 or the taxable year beginning in 2021? 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 (2021)
    Form 990-PF (2021)
    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 addressbulletWWW.SELBYFDN.ORG
    14
    The books are in care ofbulletTHE FOUNDATION Telephone no.bullet (941) 957-0442

    Located atbullet1800 SECOND STREET 954SARASOTAFL ZIP+4bullet34236
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, 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 bullet
    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)
    Yes
     
    (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
     
    No
    c
    ........bullet
    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 2021? .............
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 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.
    bullet20, 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 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    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
    .........bullet
    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
    E KEITH DUBOSE DIRECTOR
    2.00     		0 0 0
    1800 2ND STREET SUITE 954
    SARASOTA,FL34236
    SUSAN HINES DIRECTOR
    2.00     		0 0 0
    1800 2ND STREET SUITE 954
    SARASOTA,FL34236
    HECTOR TEJEDA DIRECTOR
    2.00     		0 0 0
    1800 2ND STREET SUITE 954
    SARASOTA,FL34236
    CATHY LAYTON CHAIR
    2.00     		0 0 0
    1800 2ND STREET SUITE 954
    SARASOTA,FL34236
    BARBARA ZDRAVECKY VICE CHAIR
    2.00     		0 0 0
    1800 2ND STREET SUITE 954
    SARASOTA,FL34236
    CAROLYN JOHNSON SECRETARY/TREASURER
    2.00     		0 0 0
    1800 2ND STREET SUITE 954
    SARASOTA,FL34236
    CAROL BUTERA PRESIDENT AND CEO
    40.00     		165,000 32,940 0
    1800 2ND STREET SUITE 954
    SARASOTA,FL34236
    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
    DIANE L BALLINGER GRANTS & OFFICE MANA
    40.00     		67,639 23,524 0
    1800 SECOND STREET
    SARASOTA,FL34236
    MARY M SWIFT SCHOLARSHIPS/SPECIAL
    40.00     		58,927 11,964 0
    1800 SECOND STREET
    SARASOTA,FL34236
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    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.............bullet0
    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.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    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
    78,095,335
    b
    Average of monthly cash balances.......................
    1b
    844,401
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    78,939,736
    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
    78,939,736
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,184,096
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    77,755,640
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    3,887,782
    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
    3,887,782
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    25,412
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    25,412
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,862,370
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    17,567
    5
    Add lines 3 and 4............................
    5
    3,879,937
    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
    3,879,937
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 3,879,937
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020...... 456,428
    f Total of lines 3a through e ........ 456,428
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 3,642,856
    a Applied to 2020, 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 2021 distributable amount..... 3,642,856
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 237,081 237,081
    (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 5 219,347
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		219,347
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020.... 219,347
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    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 2021, enter the date of the ruling ....... bullet
     
    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 X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    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 bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    CAROL BUTERA
    1800 SECOND STREET SUITE 954
    SARASOTA,FL34236
    (941) 957-0442
    bThe form in which applications should be submitted and information and materials they should include:
    SELBY SCHOLAR RENEWAL AND SELBY SCHOLAR APPLICATION CAN BE COMPLETED ONLINE AT WWW.SELBYFDN.ORG
    cAny submission deadlines:
    FEBRUARY 1ST AND AUG 1ST FOR CAPITAL GRANTS APRIL 1ST FOR SCHOLARSHIP JULY 15TH FOR SCHOLAR RENEWAL
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    CAPITAL GRANTS - GEOGRAPHIC AREA IS SARASOTA COUNTY, FLORIDA AND ITS CONTIGUOUS COUNTIES SELBY SCHOLARS PROGRAM - GEOGRAPHIC ELIGIBILITY IS STUDENTS GRADUATING FROM A HIGH SCHOOL IN SARASOTA, MANATEE, CHARLOTTE AND DESOTO COUNTIES OR STUDENTS GRADUATING FROM STATE COLLEGE OF FLORIDA AND WHO ARE RESIDENTS IN THOSE COUNTIES. - STUDENT MUST BE FULL TIME AND SCHOLARSHIPS MAY BE USED TO PURSUE AN UNDERGRADUATE DEGREE AT A FOUR YEAR ACCREDITED COLLEGE OR UNIVERSITY.
    Form 990-PF (2021)
    Form 990-PF (2021)
    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
    AARON DHANHAI
    3270 NE TURNER AVENUE
    ARCADIA,FL34266     		NONE I SCHOLARSHIP 1,500
    ADRIAN PAWLOWSKI
    5160 NORTHRIDGE RD 306
    SARASOTA,FL34238     		NONE I SCHOLARSHIP 3,000
    AERIANA MATHISON
    26022 OCELOT LANE
    PUNTA GORDA,FL33983     		NONE I SCHOLARSHIP 3,500
    ALEXANDRO GARCIA
    2852 JAMAICA STREET
    SARASOTA,FL34231     		NONE I SCHOLARSHIP 2,500
    ALEXIS CEJAS CARBONELL
    2327 RIVERWOOD PINES DR
    SARASOTA,FL34231     		NONE I SCHOLARSHIP 3,500
    ALEXIS MCKINNON
    5869 DEER HOLLOW LN E
    SARASOTA,FL34232     		NONE I SCHOLARSHIP 5,000
    ALLISON POOLE
    201 SUNSET BEACH DR
    VENICE,FL34293     		NONE I SCHOLARSHIP 7,000
    ALYSSA PAPOL
    406 STRASBURG DR
    PORT CHARLOTTE,FL33954     		NONE I SCHOLARSHIP 6,500
    AMANDINE LOUIS-CHARLES
    5110 21ST ST W
    BRADENTON,FL342072305     		NONE I SCHOLARSHIP 3,500
    ANA ESTEVEZ-PALOMINO
    2402 11TH ST W
    BRADENTON,FL34205     		NONE I SCHOLARSHIP 3,000
    ANGELA BANDA
    1019 E CYPRESS
    ARCADIA,FL34266     		NONE I SCHOLARSHIP 5,500
    ANGELINA DEAETT
    2616 ABBEVILLE RD
    NORTH PORT,FL34288     		NONE I SCHOLARSHIP 3,375
    ANNA BELEVITCH
    21499 PEACHLAND BLVD
    PORT CHARLOTTE,FL33954     		NONE I SCHOLARSHIP 3,500
    ANNA KREIGER
    5349 COLEWOOD PL
    SARASOTA,FL34232     		NONE I SCHOLARSHIP 2,000
    ARIANNA GONZALEZ
    2374 W PRICE BLVD
    NORTH PORT,FL34286     		NONE I SCHOLARSHIP 7,000
    ART CENTER SARASOTA
    707 N TAMIAMI TRAIL
    SARASOTA,FL34236     		NONE PC ORGANIZATIONAL GRANTS 33,000
    ASHLEY GRASSMYER
    4813 COUNTRY OAKS BLVD
    SARASOTA,FL34243     		NONE I SCHOLARSHIP 1,500
    AVA CLINTON
    11118 3RD AVE EAST
    BRADENTON,FL34212     		NONE I SCHOLARSHIP 3,500
    AVIGAIL AVILA
    2576 SW LOIS AVE
    ARCADIA,FL34266     		NONE I SCHOLARSHIP 3,000
    AXEL SOTO
    1303 23RD ST E
    BRADENTON,FL34208     		NONE I SCHOLARSHIP 3,500
    BANA JARRAH
    1085 YARMOUTH ST
    PORT CHARLOTTE,FL33952     		NONE I SCHOLARSHIP 2,546
    BOYS & GIRLS CLUBS OF MANATEE COUNTY
    5236 30TH ST W
    BRADENTON,FL34207     		NONE PC ORGANIZATIONAL GRANTS 150,000
    BRETT MCDOWALL
    4219 CARRIAGE DRIVE
    SARASOTA,FL34241     		NONE I SCHOLARSHIP 7,000
    BRIDGET DOWDY
    4828 JACARANDA HEIGHTS DR
    VENICE,FL34293     		NONE I SCHOLARSHIP 3,500
    BROOKLYN CLINE
    5050 O BAR RD
    SARASOTA,FL34241     		NONE I SCHOLARSHIP 3,500
    BRYAN COLUMBIA
    26566 VALPARAISO DR
    PUNTA GORDA,FL33983     		NONE I SCHOLARSHIP 4,000
    BRYCE MUNIZ
    2055 PECAN ST
    NORTH PORT,FL34287     		NONE I SCHOLARSHIP 4,500
    CAITLIN MOORE
    1912 ST GEORGE DR
    BRADENTON,FL34208     		NONE I SCHOLARSHIP 3,000
    CALEB WALTON
    4100 SW 20TH AVE APT B23
    GAINESVILLE,FL32607     		NONE I SCHOLARSHIP 6,000
    CAMILA FERMIN
    3410 SAULSTARS CT
    SARASOTA,FL34232     		NONE I SCHOLARSHIP 2,000
    CAROLINE CROWDER
    2868 BROWNING STREET
    SARASOTA,FL34237     		NONE I SCHOLARSHIP 4,500
    CARTER HOEY
    210 OLD VENICE RD
    OSPREY,FL34229     		NONE I SCHOLARSHIP 7,000
    CASSIDY KRAMER
    11522 JACKSON MANOR CT
    PARRISH,FL34219     		NONE I SCHOLARSHIP 7,000
    CENTERSTONE OF FLORIDA
    2905 FRUITVILLE ROAD
    SARASOTA,FL34237     		NONE PC ORGANIZATIONAL GRANTS 100,000
    CHARLES JURACSIK
    112 WADING BIRD DR
    VENICE,FL34292     		NONE I SCHOLARSHIP 4,000
    CHARLOTTE COUNTY HOMELESS COALITION
    1476 KENESAW ST
    PORT CHARLOTTE,FL33948     		NONE PC ORGANIZATIONAL GRANTS 83,466
    CHARLOTTE HARBOR ENVIRONMENTAL CENTER
    10941 BURNT STORE RD
    PUNTA GORDA,FL33955     		NONE PC ORGANIZATIONAL GRANTS 10,000
    CHILDREN'S HOME SOCIETY OF FLORIDA
    2210 TALL PINES DRIVE SUITE 200
    LARGO,FL33771     		NONE PC ORGANIZATIONAL GRANTS 30,336
    CHRISTIAN GARCIA
    5848 NORTH CRANBERRY BLVD
    NORTH PORT,FL34286     		NONE I SCHOLARSHIP 4,000
    CHRISTOPHER HOLMES
    1817 27TH AVE EAST
    BRADENTON,FL34208     		NONE I SCHOLARSHIP 4,000
    CHRISTOPHER PAPA
    16324 CAPE HORN BLVD
    PUNTA GORDA,FL33955     		NONE I SCHOLARSHIP 7,000
    CHRISTY DAO
    1790 PINYON PINE DR
    SARASOTA,FL34240     		NONE I SCHOLARSHIP 500
    COMMUNITY FOUNDATION OF SARASOTA COUNTY
    2635 FRUITVILLE RD
    SARASOTA,FL34237     		NONE PC ORGANIZATIONAL GRANTS 125,000
    CONSERVATION FDN OF GULF COAST
    400 PALMETTO AVE
    OSPREY,FL34229     		NONE PC ORGANIZATIONAL GRANTS 60,000
    CREARTE LATINO CULTURAL CENTER
    8251 15TH ST E I
    SARASOTA,FL34243     		NONE PC ORGANIZATIONAL GRANTS 29,847
    DELANEY COLE-BOGGESS
    PO BOX 1867
    ARCADIA,FL34265     		NONE I SCHOLARSHIP 7,000
    DYLAN HOGAN
    3516 BEACON DR
    PUNTA GORDA,FL33980     		NONE I SCHOLARSHIP 2,500
    EARLY LEARNING COALITION OF MANATEE COUNTY
    600 8TH AVE W 100
    PALMETTO,FL34221     		NONE PC ORGANIZATIONAL GRANTS 30,000
    EDWARD BRUNICARDI
    4330 EDENROSE WAY
    SARASOTA,FL34235     		NONE I SCHOLARSHIP 7,000
    ELIF AK
    5509 HAYDEN BLVD
    SARASOTA,FL34232     		NONE I SCHOLARSHIP 6,500
    ELIJAH MARTIN
    2142 SEWARD DR
    SARASOTA,FL34234     		NONE I SCHOLARSHIP 7,000
    EMMA BAILEY
    2233 MICHELE DR
    SARASOTA,FL34231     		NONE I SCHOLARSHIP 7,000
    EMMA JOHNSTON
    4012 99TH ST W
    BRADENTON,FL34210     		NONE I SCHOLARSHIP 7,000
    EPILEPSY SERVICE OF SW FLORIDA INC
    1750 17TH STREET BUILDING I-2
    SARASOTA,FL34234     		NONE PC ORGANIZATIONAL GRANTS 20,218
    ERIC SILVA GOMEZ
    2911 N LOCKWOOD RIDGE RD APT 3
    SARASOTA,FL34234     		NONE I SCHOLARSHIP 4,000
    ERIN SZABLOWSKI
    13885 VANCANZA DRIVE
    VENICE,FL34293     		NONE I SCHOLARSHIP 7,000
    ERMELINE CONSTANT
    3806 101ST AVE E
    PARRISH,FL34219     		NONE I SCHOLARSHIP 7,000
    FLORIDA STUDIO THEATRE
    1241 N PALM AVE
    SARASOTA,FL34236     		NONE PC ORGANIZATIONAL GRANTS 40,000
    FORTY CARROTS OF SARASOTA INC
    1500 S TUTTLE AVE
    SARASOTA,FL34239     		NONE PC ORGANIZATIONAL GRANTS 100,000
    FRANCESCO PUCCI
    3401 KENTIA PALM CT
    NORTH PORT,FL34288     		NONE I SCHOLARSHIP 2,200
    FRIENDS OF SARASOTA COUNTY PARKS INC
    234 NIPPINO TRAIL E UNIT 101
    NOKOMIS,FL34275     		NONE PC ORGANIZATIONAL GRANTS 100,000
    GOOD SAMARITAN PHARMACY
    2502 N TAMIAMI TRAIL
    NOKOMIS,FL34275     		NONE PC ORGANIZATIONAL GRANTS 41,600
    GRIFFIN MACRAE
    6419 2ND ST E
    BRADENTON,FL34203     		NONE I SCHOLARSHIP 7,000
    HAILEY MAGRINI
    1115 JAMAICA RD
    VENICE,FL34293     		NONE I SCHOLARSHIP 1,500
    HALLIE HART
    1354 NEBRASKA LANE
    NORTH PORT,FL34286     		NONE I SCHOLARSHIP 4,500
    HANNAH SPARKES
    8964 WHITE SAGE LOOP
    LAKEWOOD RANCH,FL34202     		NONE I SCHOLARSHIP 4,000
    HARMONY CAIE
    621 SHERIDAN DRIVE
    VENICE,FL34293     		NONE I SCHOLARSHIP 5,500
    HARVEST TABERNACLE OF SARASOTA INC
    3650 17TH ST
    SARASOTA,FL34235     		NONE PC ORGANIZATIONAL GRANTS 50,000
    HOLLIE ALTMAN
    2865 NW 2ND BUNKER
    ARCADIA,FL34266     		NONE I SCHOLARSHIP 6,500
    HOLLY BATCHELDER
    1956 BEL-AIR STAR PKWY
    SARASOTA,FL34240     		NONE I SCHOLARSHIP 7,000
    HONOR SANCTUARY
    4951 LORRAINE ROAD
    BRADENTON,FL34211     		NONE PC ORGANIZATIONAL GRANTS 20,000
    INCLUSION REVOLUTION INC
    1415 2ND ST UNIT 506
    SARASOTA,FL34236     		NONE PC ORGANIZATIONAL GRANTS 35,500
    ISABEL PERINE
    6279 BUCKINGHAM ST
    SARASOTA,FL34238     		NONE I SCHOLARSHIP 3,000
    ISABELLA SMITH
    451 W MARION AVE
    PUNTA GORDA,FL33950     		NONE I SCHOLARSHIP 7,000
    ISABELLE STARK
    2512 MONTEREY STREET
    SARASOTA,FL34231     		NONE I SCHOLARSHIP 4,500
    JACLYN SEITZ
    3065 KAABE AVE
    NORTH PORT,FL34288     		NONE I SCHOLARSHIP 7,000
    JAKEB BROWN
    513 GOLD TREE
    PUNTA GORDA,FL33955     		NONE I SCHOLARSHIP 2,500
    JAKOB SILVER
    6540 ANCHOR LOOP 104
    BRADENTON,FL34212     		NONE I SCHOLARSHIP 5,000
    JASMINE HARPER
    1660 GEORGETOWNE BLVD
    SARASOTA,FL34232     		NONE I SCHOLARSHIP 4,000
    JATAVIAN PETERSON
    2500 CONSTITUTION BLVD
    SARASOTA,FL34231     		NONE I SCHOLARSHIP 7,000
    JAVIER AMAYA-PRAHL
    4151 PYXIS LN BOX 164483
    ORLANDO,FL32816     		NONE I SCHOLARSHIP 3,250
    JAXSON BUNES
    5016 ELMHURST LANE
    PALMETTO,FL34221     		NONE I SCHOLARSHIP 4,500
    JAYE KENDZIOR
    5919 18TH AVE E
    BRADENTON,FL34208     		NONE I SCHOLARSHIP 2,500
    JENNIFER CAMPOS
    35100 SR 64 E
    MYAKKA,FL34251     		NONE I SCHOLARSHIP 7,000
    JENNIFER LUKOWSKI
    778 TAPLOW RD
    VENICE,FL34293     		NONE I SCHOLARSHIP 3,000
    JEWISH FAMILY & CHILDRENS SERVICE
    2688 FRUITVILLE RD
    SARASOTA,FL34237     		NONE PC ORGANIZATIONAL GRANTS 50,000
    JOHN SANDERS
    408 E OAK ST
    ARCADIA,FL34266     		NONE I SCHOLARSHIP 6,000
    JONATHAN BARROSO
    123 SAN AVELLINO COURT
    BRADENTON,FL34208     		NONE I SCHOLARSHIP 6,500
    KAITLYN BRUS
    26186 CHESTERFIELD RD
    PUNTA GORDA,FL33983     		NONE I SCHOLARSHIP 3,000
    KASSIE HENDERSON
    4771 VASCA DRIVE
    SARASOTA,FL34240     		NONE I SCHOLARSHIP 3,000
    KATELYN JORDON
    2105 SE AIRPORT ESTATES ST
    ARCADIA,FL34266     		NONE I SCHOLARSHIP 4,555
    KATHARINE JONES
    8371 EAGLE XING
    SARASOTA,FL34241     		NONE I SCHOLARSHIP 3,000
    KAYLEE CUMBO
    13160 FERNANDO ST
    VENICE,FL34293     		NONE I SCHOLARSHIP 6,000
    KEIYI OKAMURA
    4850 51ST ST W APT 8201
    BRADENTON,FL34210     		NONE I SCHOLARSHIP 5,500
    KELSEY THOMPSON
    2170 DATURA STREET
    SARASOTA,FL34239     		NONE I SCHOLARSHIP 5,000
    KEY CHORALE INC
    1233C S TAMIAMI TRAIL
    SARASOTA,FL34239     		NONE PC ORGANIZATIONAL GRANTS 10,000
    KIWANIS FOUNDATION OF NORTH PORT INC
    5940 SAM SHAPOS WAY
    NORTH PORT,FL34287     		NONE PC ORGANIZATIONAL GRANTS 16,100
    LAUREL CIVIC ASSOCIATION INC
    509 COLLINS RD
    NOKOMIS,FL34275     		NONE PC ORGANIZATIONAL GRANTS 50,000
    LAUREN MORGAN
    1877 TOUCAN WAY UNIT 402
    SARASOTA,FL34232     		NONE I SCHOLARSHIP 3,000
    LEXIS HEMMERSBACH
    3642 ALLENWOOD ST
    SARASOTA,FL34232     		NONE I SCHOLARSHIP 7,000
    LIBRARY FOUNDATION FOR SARASOTA COUNTY
    1970 MAIN ST
    SARASOTA,FL34236     		NONE PC ORGANIZATIONAL GRANTS 50,000
    LILY POTTER
    14827 7TH AVE E
    BRADENTON,FL34212     		NONE I SCHOLARSHIP 2,500
    LITERACY COUNCIL OF MANATEE COUNTY
    3501 CORTEZ RD W 6
    BRADENTON,FL34210     		NONE PC ORGANIZATIONAL GRANTS 2,820
    LOGAN KING
    4212 DONATELLO AVE
    NORTH PORT,FL34286     		NONE I SCHOLARSHIP 7,000
    LORRIE KONOPASEK
    9052 CASTLEHILL AVE
    ENGLEWOOD,FL34224     		NONE I SCHOLARSHIP 4,000
    LUCA STINE
    5500 BENTGRASS DRIVE UNIT 6-117
    SARASOTA,FL34235     		NONE I SCHOLARSHIP 7,000
    MACKENZIE DYRDA
    5134 LANCEWOOD DR
    SARASOTA,FL34232     		NONE I SCHOLARSHIP 6,000
    MAKENZI RENCH
    5920 95TH ST CIRCLE E
    BRADENTON,FL34202     		NONE I SCHOLARSHIP 3,000
    MANATEE TECHNICAL INSTITUTE FOUNDATION
    PO BOX 15239
    BRADENTON,FL34280     		NONE PC INSTITUTIONAL SCHOLARSHIP 15,000
    MARCUS CRUZ-SANTIAGO
    6731 NORTHAMPTON PL
    BRADENTON,FL34207     		NONE I SCHOLARSHIP 7,000
    MARIE SELBY BOTANICAL GARDENS
    1534 MOUND ST
    SARASOTA,FL34236     		NONE PC ORGANIZATIONAL GRANTS 250,000
    MARK POLKHOVSKIY
    2928 WELLS AVE
    NORTH PORT,FL34286     		NONE I SCHOLARSHIP 2,500
    MAYA NIGHTSKY ROSENSWEET
    172 CARRIER STREET
    ASHVILLE,NC28806     		NONE I SCHOLARSHIP 7,000
    MEALS ON WHEELS - CHARLOTTE COUNTY
    3082 TAMIAMI TRAIL
    PORT CHARLOTTE,FL33952     		NONE PC ORGANIZATIONAL GRANTS 35,000
    MEALS ON WHEELS PLUS OF MANATEE
    811 23RD AVE E
    BRADENTON,FL34208     		NONE PC ORGANIZATIONAL GRANTS 84,060
    MELODY RAMOS
    3249 HART WAY
    SARASOTA,FL34232     		NONE I SCHOLARSHIP 2,500
    MIGUEL JASSO-RUIZ
    4001 BENEVA RD APT 302
    SARASOTA,FL34233     		NONE I SCHOLARSHIP 6,000
    MIKAELA BALLESTEROS
    133 CRICKET DR
    MALVERN,PA19355     		NONE I SCHOLARSHIP 7,000
    MIRIANA REGIS
    2920 50TH AVE W APT 13
    BRADENTON,FL34207     		NONE I SCHOLARSHIP 500
    MONSERRAT AGUILERA CONTRERAS
    180 COCOANUT AVE
    ENGLEWOOD,FL34223     		NONE I SCHOLARSHIP 7,000
    MORIYA WHITE
    3459 LINDEN DR
    SARASOTA,FL34232     		NONE I SCHOLARSHIP 3,500
    MOTHERS HELPING MOTHERS
    5933 N WASHINGTON BLVD
    SARASOTA,FL34243     		NONE PC ORGANIZATIONAL GRANTS 40,000
    NADIA BROOKS
    1111 16TH ST W
    BRADENTON,FL34205     		NONE I SCHOLARSHIP 3,500
    NAMI SARASOTA COUNTY AND MANATEE COUNTIES INC
    2911 FRUITVILLE RD
    SARASOTA,FL34237     		NONE PC ORGANIZATIONAL GRANTS 94,050
    NATHAN GAUTHIER
    6927 ROSLYN CT
    NORTH PORT,FL34287     		NONE I SCHOLARSHIP 2,000
    NEELIMA PUTHANVEETIL
    4830 FLAGSTONE DR
    SARASOTA,FL35237     		NONE I SCHOLARSHIP 1,500
    NICHOLAS COELHO
    8943 PHYLISS AVE
    SARASOTA,FL34231     		NONE I SCHOLARSHIP 500
    NICHOLAS PAREDES
    5030 INDIAN MOUND ST
    SARASOTA,FL34232     		NONE I SCHOLARSHIP 2,000
    NICOLAS SANCHEZ
    6615 SEAGATE AVE
    SARASOTA,FL34231     		NONE I SCHOLARSHIP 5,000
    PABLO GONZALEZ
    4966 OLDHAM ST
    SARASOTA,FL34238     		NONE I SCHOLARSHIP 7,000
    PAIGE MOYER
    19359 STRATHCONA AVE
    PORT CHARLOTTE,FL33954     		NONE I SCHOLARSHIP 7,000
    PINES OF SARASOTA FOUNDATION INC
    1501 N ORANGE AVE
    SARASOTA,FL34236     		NONE PC ORGANIZATIONAL GRANTS 25,000
    PRESTON YEALY
    9009 HILOLO LN
    VENICE,FL34293     		NONE I SCHOLARSHIP 1,500
    PROJECT LIGHT OF MANATEE INC
    1104 14TH ST W
    BRADENTON,FL34205     		NONE PC ORGANIZATIONAL GRANTS 34,000
    RESILIENT RETREAT INC
    1207 SARASOTA CENTER BLVD
    SARASOTA,FL34240     		NONE PC ORGANIZATIONAL GRANTS 100,000
    RICARDO MORALES
    5743 GRANADA DR APT 294
    SARASOTA,FL34231     		NONE I SCHOLARSHIP 4,000
    ROBERT IMPERIALE
    380 PURDUE ROAD
    VENICE,FL34293     		NONE I SCHOLARSHIP 4,000
    ROUSEMARY ESTRADA
    5457 BRASSY LOOP
    NORTH PORT,FL34287     		NONE I SCHOLARSHIP 500
    SAM ELNAGGAR
    5090 CENTRAL SARASOTA PKWY APT 206
    SARASOTA,FL34238     		NONE I SCHOLARSHIP 5,500
    SARA ANNLONCAR
    450 N RIVER RD
    VENICE,FL34293     		NONE I SCHOLARSHIP 7,000
    SARAH SUTCLIFFE
    7106 SUNNYBROOK BLVD
    ENGLEWOOD,FL34224     		NONE I SCHOLARSHIP 1,500
    SARASOTA MANATEE ASSOCIATION FOR RIDING THERAPY INC
    4640 CO RD 675
    BRADENTON,FL34211     		NONE PC ORGANIZATIONAL GRANTS 25,500
    SARASOTA YOUNG VOICES INC
    3224 BEE RIDGE RD
    SARASOTA,FL34239     		NONE PC ORGANIZATIONAL GRANTS 5,000
    SCHOOL BOARD OF CHARLOTTE COUNTY (ON BEHALF OF CTC)
    1445 EDUCATION WAY
    PORT CHARLOTTE,FL33948     		NONE PC INSTITUTIONAL SCHOLARSHIP 10,000
    SCHOOL BOARD OF SARASOTA COUNTY (ON BEHALF OF SCTI)
    1960 LANDINGS BLVD
    SARASOTA,FL34231     		NONE PC INSTITUTIONAL SCHOLARSHIP 12,000
    SERENITY MCNAIR
    8374 MARKET ST 244
    LAKEWOOD RANCH,FL34202     		NONE I SCHOLARSHIP 7,000
    SERTOMA KIDS INC
    2750 STICKNEY POINT RD SUITE 210
    SARASOTA,FL34231     		NONE PC ORGANIZATIONAL GRANTS 20,000
    SHEIGHLIN HAGERTY
    24 SEASONS DRIVE
    PUNTA GORDA,FL339835430     		NONE I SCHOLARSHIP 1,500
    SIERRA SMITH
    416 BEVERLY RD
    VENICE,FL34293     		NONE I SCHOLARSHIP 7,000
    SLOANE KOLESAR
    3901 SW 20TH AVE APT 406
    GAINESVILLE,FL32607     		NONE I SCHOLARSHIP 4,000
    SOUTHERN SCHOLARSHIP FOUNDATION INC
    1065-D SW 9TH STREET
    GAINESVILLE,FL32601     		NONE PC INSTITUTIONAL SCHOLARSHIP 9,000
    SOUTHFACE ENERGY INSTITUTE INC
    241 PINE ST NE
    ATLANTA,GA30308     		NONE PC ORGANIZATIONAL GRANTS 17,452
    SPAACES FOUNDATION
    2087 PRINCETON ST
    SARASOTA,FL34237     		NONE PC ORGANIZATIONAL GRANTS 13,000
    STATE COLLEGE OF FLORIDA FOUNDATION (SCFF)
    5480 26TH ST W
    BRADENTON,FL34207     		NONE PC INSTITUTIONAL SCHOLARSHIP 120,750
    STEVE MARTINEZ
    304 GERSHWIN DR
    SARASOTA,FL34237     		NONE I SCHOLARSHIP 7,000
    SUNCOAST BLACK ARTS COLLABORATIVE
    PO BOX 21185
    BRADENTON,FL34204     		NONE PC ORGANIZATIONAL GRANTS 8,350
    SUNCOAST COMMUNITIES BLOOD BANK
    1760 MOUND ST
    SARASOTA,FL34236     		NONE PC ORGANIZATIONAL GRANTS 34,507
    SUTTON KLUNER
    11477 DANCING RIVER DR
    VENICE,FL34292     		NONE I SCHOLARSHIP 7,000
    TAMMY FLORES
    22320 MONTROSE AVE
    PORT CHARLOTTE,FL339524518     		NONE I SCHOLARSHIP 5,000
    TAYLOR HENDERSON
    3333 KENMORE DR
    SARASOTA,FL34231     		NONE I SCHOLARSHIP 2,500
    TAYLOR REISTER
    1255 SORRENTO WOODS BLVD
    NOKOMIS,FL34275     		NONE I SCHOLARSHIP 5,500
    TEEN COURT OF SARASOTA INC
    101 S WASHINGTON BLVD
    SARASOTA,FL34236     		NONE PC ORGANIZATIONAL GRANTS 17,480
    TESSA MAHURIN
    316 30TH ST W
    BRADENTON,FL34205     		NONE I SCHOLARSHIP 4,500
    THE BAY PARK CONSERVANCY
    655 N TAMIAMI TRAIL
    SARASOTA,FL34236     		NONE PC ORGANIZATIONAL GRANTS 150,000
    THE CHARLOTTE CHORALE
    PO BOX 494451
    PORT CHARLOTTE,FL33949     		NONE PC ORGANIZATIONAL GRANTS 4,000
    THY LE
    1784 TOWERING OAK DR
    SARASOTA,FL34232     		NONE I SCHOLARSHIP 2,500
    TRINITY OROS
    18682 FORT SMITH CIR
    PORT CHARLOTTE,FL33948     		NONE I SCHOLARSHIP 5,000
    UNIVERSITY OF SOUTH FLORIDA FOUNDATION (USF SARASOTA-MANATEE)
    4202 E FOWLER AVE
    TAMPA,FL33620     		NONE PC INSTITUTIONAL SCHOLARSHIP 65,000
    VANESSA TASE SUEIRO
    2900 WOODPINE CT
    SARASOTA,FL34231     		NONE I SCHOLARSHIP 3,500
    VENICE AREA BEAUTIFICATION INC
    257 TAMIAMI TRAIL N
    VENICE,FL34285     		NONE PC ORGANIZATIONAL GRANTS 50,000
    VICTOR ARISMENDI
    2595 FEIFFER CIRCLE
    SARASOTA,FL34235     		NONE I SCHOLARSHIP 4,500
    VIVIAN LIN
    9093 CASTLEHILL AVE
    ENGLEWOOD,FL34224     		NONE I SCHOLARSHIP 1,700
    YOUSEF EDWARDS
    6740 DENNISON AVE
    NORTH PORT,FL34287     		NONE I SCHOLARSHIP 4,000
    ZACKARY SESSA
    4624 FLAMLAU AVE
    NORTH PORT,FL34287     		NONE I SCHOLARSHIP 6,000
    Total .................................bullet 3a 3,039,162
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    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 ....          
    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 -172,117  
    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) .. 0 1,695,643 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,695,643
    (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 (2021)
    Form 990-PF (2021)
    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.
    Bullet Bullet
    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 Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    WILLIAM G AND MARIE SELBY
     
    FOUNDATION INC
    EIN:
    84-2333839
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 57,760 0   57,760

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    WILLIAM G AND MARIE SELBY
     
    FOUNDATION INC
    EIN:
    84-2333839
    Name of Bond End of Year Book Value End of Year Fair Market Value
    INTER-TERM INVEST-GR ADM 10,873,465 10,873,465
    TOT INTL BOND IX ADMIRAL 3,577,179 3,577,179
    TOTAL BOND MKT INDEX INST 10,838,464 10,838,464

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    WILLIAM G AND MARIE SELBY
     
    FOUNDATION INC
    EIN:
    84-2333839
    Name of Stock End of Year Book Value End of Year Fair Market Value
    REAL ESTATE INDEX ADMIRAL 3,318,979 3,318,979
    TOT INTL STOCK IX INST 16,925,258 16,925,258
    TOTAL STOCK MKT IDX INST 24,550,691 24,550,691

    TY 2021 LandEtcSchedule2
    Name:
    WILLIAM G AND MARIE SELBY
     
    FOUNDATION INC
    EIN:
    84-2333839
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    EQUIPMENT 3,150 1,602 1,548 1,548


    TY 2021 LegalFeesSchedule
    Name:
    WILLIAM G AND MARIE SELBY
     
    FOUNDATION INC
    EIN:
    84-2333839
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 10,847 0   10,847


    TY 2021 OtherAssetsSchedule
    Name:
    WILLIAM G AND MARIE SELBY
     
    FOUNDATION INC
    EIN:
    84-2333839
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    UNSETTLED ACTIVITY 19,502 0 0
    EXCISE TAX RECEIVABLE 0 101,854 101,854


    TY 2021 OtherDecreasesSchedule
    Name:
    WILLIAM G AND MARIE SELBY
     
    FOUNDATION INC
    EIN:
    84-2333839
    Description Amount
    UNREALIZED LOSS 7,508,609


    TY 2021 OtherExpensesSchedule
    Name:
    WILLIAM G AND MARIE SELBY
     
    FOUNDATION INC
    EIN:
    84-2333839
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUES & SUBSCRIPTIONS 7,884 0   7,884
    INSURANCE 7,166 0   7,166
    COMPUTER EXPENSE 10,734 0   10,734
    TELEPHONE 3,288 0   3,288
    OFFICE EXPENSE 3,329 0   3,329
    SERVICE CONTRACTS 15,386 0   15,386
    POSTAGE 200 0   200
    CLEANING & JANITORIAL 3,875 0   3,875
    SELBY SCHOLARS LUNCHEON 8,720 0   8,720
    MISCELLANEOUS 2,778 0   2,708
    RECOVERY OF PRIOR YEAR GRANTS -17,567 0   0


    TY 2021 OtherIncomeSchedule2
    Name:
    WILLIAM G AND MARIE SELBY
     
    FOUNDATION INC
    EIN:
    84-2333839
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISCELLANEOUS 1,419 1,419 1,419


    TY 2021 OtherIncreasesSchedule
    Name:
    WILLIAM G AND MARIE SELBY
     
    FOUNDATION INC
    EIN:
    84-2333839
    Description Amount
    ACCRUAL TO CASH ADJUSTMENT 3,000


    TY 2021 OtherLiabilitiesSchedule
    Name:
    WILLIAM G AND MARIE SELBY
     
    FOUNDATION INC
    EIN:
    84-2333839
    Description Beginning of Year - Book Value End of Year - Book Value
    PAYROLL LIABILITIES 3,087 3,918
    EXCISE TAX PAYABLE 224,532 0


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    WILLIAM G AND MARIE SELBY
     
    FOUNDATION INC
    EIN:
    84-2333839
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 39,528 39,528   0


    TY 2021 TaxesSchedule
    Name:
    WILLIAM G AND MARIE SELBY
     
    FOUNDATION INC
    EIN:
    84-2333839
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROPERTY TAXES 5,901 0   5,901
    EXCISE TAX AND PENALTIES 27,544 0   0