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 01-01-2021 , and ending 12-31-2021
Name of foundation
THE SEXTON FAMILY FOUNDATION
C/O O GRIFFITH SEXTON
% O GRIFFITH SEXTON
Number and street (or P.O. box number if mail is not delivered to street address)410 COCONUT PALM ROAD
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
VERO BEACH, FL32963
A Employer identification number

13-7106277
B Telephone number (see instructions)

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$24,232,569
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 5,895,624
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 329,130 329,130  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,894,831
b Gross sales price for all assets on line 6a 1,895,165
7 Capital gain net income (from Part IV, line 2)... 1,894,831
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)....... 11,186    
12 Total. Add lines 1 through 11........ 8,130,771 2,223,961  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 8,950 2,237 0 6,713
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 50,761 1,679    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 59,711 3,916 0 6,713
25 Contributions, gifts, grants paid....... 847,000 847,000
26 Total expenses and disbursements. Add lines 24 and 25 906,711 3,916 0 853,713
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 7,224,060
b Net investment income (if negative, enter -0-) 2,220,045
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.............      
2 Savings and temporary cash investments......... 236,230 1,608,001 1,608,001
3 Accounts receivable bullet5,200
Less: allowance for doubtful accounts bullet   5,706 5,200 5,200
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)....... 6,200,900 Click to see attachment6,228,732 22,619,368
c Investments—corporate bonds (attach schedule).......      
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 bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,442,836 7,841,933 24,232,569
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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...........    
25 Net assets with donor restrictions............    
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 6,442,836 7,841,933
29 Total net assets or fund balances (see instructions)..... 6,442,836 7,841,933
30 Total liabilities and net assets/fund balances (see instructions). 6,442,836 7,841,933
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
6,442,836
2
Enter amount from Part I, line 27a .....................
2
7,224,060
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
13,666,896
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
5,824,963
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,841,933
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 10,000 SHS MORGAN STANLEY   1986-02-14 2021-05-14
b 10,000 SHS MORGAN STANLEY   1986-02-14 2021-09-24
c CAPITAL GAIN DIVIDENDS P    
d CAPITAL GAIN DIVIDENDS P    
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 863,072   167 862,905
b 1,029,623   167 1,029,456
c       2,470
d       2,470
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       862,905
b       1,029,456
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 1,894,831
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  
3 Add lines 1 and 2........................... 3 30,859
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 30,859
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 39,082
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 20,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 59,082
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 10
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 28,213
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet28,213 RefundedBullet 11  
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? Click to see attachment....................
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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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 changesClick to see attachment....
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.Click to see attachment
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)
    bulletCT, FL
    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. Click to see attachment...............................
    10
    Yes
     
    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 addressbullet  
    14
    The books are in care ofbulletO GRIFFITH SEXTON Telephone no.bullet (206) 275-4600

    Located atbullet410 COCONUT PALM ROADVERO BEACHFL ZIP+4bullet32963
    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)
     
    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
    ........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
    O GRIFFITH SEXTON TRUSTEE
    1.0
    0 0 0
    410 COCONUT PALM ROAD
    VERO BEACH,FL32963
    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
     
    Total number of other employees paid over $50,000...................bullet  
    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
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    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.........................bullet  
    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
    17,666,706
    b
    Average of monthly cash balances.......................
    1b
    1,174,656
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    18,841,362
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    18,841,362
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    282,620
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    18,558,742
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    927,937
    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
    927,937
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    30,859
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    30,859
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    897,078
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    897,078
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    897,078
    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 7 897,078
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:2019, 2018, 2017 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017...... 1,633
    c From 2018...... 18,320
    d From 2019...... 66,022
    e From 2020......  
    f Total of lines 3a through e ........ 85,975
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 853,713
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2021 distributable amount..... 853,713
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 43,365 43,365
    (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 42,610
    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......
     
    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) .......
     
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
     
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    42,610
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019.... 42,610
    d Excess from 2020....  
    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).)
    O GRIFFITH SEXTON
    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.
    NA
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (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
    BOYS AND GIRLS CLUB OF INDIAN RIVER COUNTY
    1729 17TH AVE
    VERO BEACH,FL32960
    NONE PC CHARITABLE CONTRIBUTION - provide a safe, structured and positive environment for young people after school, during holidays and summer vacation. 10,000
    CAMP BOGGY CREEK
    30500 BRANTLEY BRANCH ROAD
    EUSTIS,FL32736
    NONE PC CHARITABLE CONTRIBUTION - SUPPORT A YEAR ROUND CAMP SERVING SERIOUSLY ILL CHILDREN 25,000
    DEERFIELD ACADEMY
    7 BOYDEN LANE
    DEERFIELD,MA01342
    NONE PC CHARITABLE CONTRIBUTION - SUPPORT FOR FOUR YEAR COLLEGE - PREPARATORY SCHOOL SERVICES SCHOLARSHIPS 25,000
    UNITED WAY OF GREENWICH
    1 LAFAYETTE COURT
    GREENWICH,CT06830
    NONE PC CHARITABLE CONTRIBUTION - HELP RESOLVE PRESSING COMMUNITY EDUCATION, INCOME AND HEALTH ISSUES 25,000
    GREENWICH HOSPITAL FOUNDATION
    5 PERRYRIDGE ROAD
    GREENWICH,CT068304697
    NONE PC CHARITABLE CONTRIBUTION - MEET CHANGING COMMUNITY HEALTHCARE NEEDS. 5,000
    PRINCETON UNIVERSITY
    BOX 46
    PRINCETON,NJ085440046
    NONE PC CHARITABLE CONTRIBUTION - SUPPORT FOR SCHOOL SERVICES AND SCHOLARSHIPS 2,000
    COTTAGE 1886 FOUNDATION INC
    51 PROSPECT AVENUE
    PRINCETON,NJ08540
    NONE PC CHARITABLE CONTRIBUTION - FOSTER, PROMOTE AND SUPPORT THE EDUCATIONAL, CULTURAL & OTHER CHARITABLE ACTIVITIES OF THE UNIVERSITY COTTAGE CLUB 2,500
    GREENWICH EMERGENCY MEDICAL SERVICES
    1111 EAST PUTNAM AVENUE
    RIVERSIDE,CT06878
    NONE PC CHARITABLE CONTRIBUTION - SUPPORT ADVANCED LIFE SUPPORT MEDICAL CARE 1,000
    STANFORD UNIVERSITY - GRADUATE SCHOOL OF BUSINESS
    655 KNIGHT WAY
    STANFORD,CA94305
    NONE PC CHARITABLE CONTRIBUTION - SUPPORT FOR SCHOOL SERVICES AND SCHOLARSHIPS 10,000
    DENISON UNIVERSITY
    100 W COLLEGE STREET
    GRANVILLE,OH43023
    NONE PC CHARITABLE CONTRIBUTION - SCHOLARSHIP FUNDING, SUPPORT FOR EDUCATIONAL SERVICES 5,000
    THE EAST HARLEM SCHOOL AT EXODUS HOUSE
    309 EAST 103RD STREET
    NEW YORK,NY10029
    NONE PC CHARITABLE CONTRIBUTION - EDUCATIONAL SUPPORT SERVICES FOR LOW INCOME FAMILIES 5,000
    BOYS AND GIRLS CLUB OF GREENWICH
    4 HORSENECK LANE
    GREENWICH,CT06830
    NONE PC CHARITABLE CONTRIBUTION - providing high-quality educational programs, building a sense of character and citizenship, maintaining diversity, and offering kids a safe, nurturing, and affordable environment 7,500
    ECKERD COLLEGE
    4200 54TH AVENUE SOUTH
    ST PETERSBURG,FL33711
    NONE PC CHARITABLE CONTRIBUTION - SUPPORT FOR SCHOOL SERVICES AND SCHOLARSHIPS 5,000
    JONES FOUNDATION FOR REPRODUCTIVE MEDICINE
    1340 N GREAT NECK ROAD STE 1272-400
    VIRGINIA BEACH,VA234542268
    NONE PC CHARITABLE CONTRIBUTION - Assisted Reproductive Technology Research 5,000
    REACH PREP INC
    ONE DOCK STREET NO 100
    STAMFORD,CT06902
    NONE PC CHARITABLE CONTRIBUTION - PROVIDE TRANSFORMATIVE EDUCATIONAL EXPERIENCES THAT EMPOWER UNDERSERVED, HIGH-ACHIEVING STUDENTS 5,000
    NORWALK COMMUNITY COLLEGE FOUNDATION INC
    188 RICHARDS AVENUE NO E311
    NORWALK,CT068541655
    NONE PC CHARITABLE CONTRIBUTION - SUPPORT FOR SCHOOL SERVICES AND SCHOLARSHIPS 2,500
    ADOPT-A-DOG INC
    PO BOX 11135
    GREENWICH,CT06831
    NONE PC CHARITABLE CONTRIBUTION - SUPPORT ADOPTION AND PROMOTE WELFARE OF ANIMALS 4,000
    GUIDING EYES FOR THE BLIND
    611 GRANITE SPRINGS ROAD
    YORKTOWN HEIGHTS,NY10598
    NONE PC CHARITABLE CONTRIBUTION - training guide dogs to lead the blind and visually impaired 7,500
    BUCKNELL UNIVERSITY
    MOORE AVENUE
    LEWISBURG,PA17837
    NONE PC CHARITABLE CONTRIBUTION - SUPPORT FOR SCHOOL SERVICES AND SCHOLARSHIPS 10,000
    SALVATION ARMY
    170 NORTH REGENET STREET
    PORT CHESTER,NY10573
    NONE PC CHARITABLE CONTRIBUTION - bring assistance to the poor, destitute and hungry 2,500
    INDIAN RIVER SHORES FOP LODGE NO 79
    242 OFFICE PLAZA
    TALLAHASSEE,FL32301
    NONE PC CHARITABLE CONTRIBUTION - used to supplement the officers medical and educational expenses. 250
    INDIAN RIVER COMMUNITY FOUNDATION INC
    PO BOX 643968
    VERO BEACH,FL32964
    NONE PC CHARITABLE CONTRIBUTION - build a stronger community through donor-driven philanthropy. 5,000
    INDIAN RIVER COUNTY VOLUNTEER AMBULANCE SQUAD
    3401 INDIAN RIVER DR E
    VERO BEACH,FL32963
    NONE PC CHARITABLE CONTRIBUTION - provide free non-emergency transportation for ambulatory and wheelchair passengers 1,000
    SMILE TRAIN
    41 MADISON AVE 28TH FLOOR
    NEW YORK,NY10010
    NONE PC CHARITABLE CONTRIBUTION - provides free cleft surgery to poor children in developing countries. 2,500
    JOHN'S ISLAND FOUNDATION INC
    6001 HIGHWAY A1A PMB 8323
    INDIAN RIVER SHORES,FL32963
    NONE PC CHARITABLE CONTRIBUTION - raises funds from the John's Island community for the purpose of making grants for capital needs and special projects 5,000
    HIBISCUS CHILDREN'S CENTER INC
    1145 12TH STREET
    VERO BEACH,FL32960
    NONE PC CHARITABLE CONTRIBUTION - To rebuild and repair the lives of abused and neglected children 2,500
    PETER MICHAEL FOUNDATION
    1 GATE SIX ROAD BUILDING B SUITE 2
    SAUSALITO,CA94965
    NONE PC CHARITABLE CONTRIBUTION - discover and underwrite the most promising tools and technologies for the identification, treatment and management of prostate cancer 5,000
    VISITING NURSE ASSOCIATION & HOSPICE FOUNDATION
    1110 35TH LANE
    VERO BEACH,FL329606549
    NONE PC CHARITABLE CONTRIBUTION - PROVIDING COMPASSIONATE INNOVATIVE CARE OF THE HIGHEST QUALITY FOR PATIENTS AND CAREGIVERS REGARDLESS OF THEIR FINANCIAL STATUS. 1,000
    FIBROLAMELLAR CANCER FOUNDATION
    20 Horseneck Lane 2nd Floor
    GREENWICH,CT06830
    NONE PC CHARITABLE CONTRIBUTION - Find a cure and treatment options of FIBROLAMELLAR CANCER 60,000
    UNITED SERVICE ORGANIZATIONS INC
    PO BOX 96860
    WASHINGTON,DC200777677
    NONE PC CHARITABLE CONTRIBUTION - provide services to lift the spirits of Americas troops and their families 1,000
    INDIAN RIVER LAND TRUST
    80 ROYAL PALM POINTE SUITE 301
    VERO BEACH,FL32960
    NONE PC CHARITABLE CONTRIBUTION - promote the preservation, conservation and improvement of Indian River County's natural resources and special places for the benefit of the general public and future generations. 5,000
    THE LEARNING ALLIANCE INC
    PO BOX 2647
    VERO BEACH,FL32961
    NONE PC CHARITABLE CONTRIBUTION - delivering the latest advances in science-based education techniques to area teachers 10,000
    VIETNAM VETERANS MEMORIAL FUND INC
    1235 S CLARK ST NO 910
    ARLINGTON,VA22202
    NONE PC CHARITABLE CONTRIBUTION - supporting the place of healing for those affected by the Vietnam war 2,500
    SPECIAL OPERATIONS FUND
    901 NORTH STUART STREET
    ARLINGTON,VA22203
    NONE PC CHARITABLE CONTRIBUTION - PROVIDES ESSENTIAL SUPPORT TO THOSE WHO ARE SERVING OUR COUNTRY IN SENSITIVE MISSIONS AROUND THE WORLD. 25,000
    DANNY & RON'S RESCUE
    PO BOX 604
    CAMDEN,SC29021
    NONE PC CHARITABLE CONTRIBUTION - SUPPORT ADOPTION OF PET ANIMALS. 10,000
    FISHER HOUSE FOUNDATION INC
    12300 TWINBROOK PKWY 410
    ROCKVILLE,MD20852
    NONE PC CHARITABLE CONTRIBUTION - PROVIDE HOUSING TO FAMILIES OF RECOVERING MILITARY MEN AND WOMEN. 50,000
    PEACETREES VIETNAM
    1301 5TH AVE SUITE 1226
    SEATTLE,WA98101
    NONE PC CHARITABLE CONTRIBUTION - SPONSOR MINE RISK EDUCATION, SURVIVOR ASSISTANCE, CITIZEN DIPLOMACY TRIPS. 10,000
    REEF RELIEF
    PO BOX 430
    KEY WEST,FL33041
    NONE PC CHARITABLE CONTRIBUTION - Improve and protect coral reef ecosystem. 6,000
    UNITED WAY OF INDIAN RIVER COUNTY
    PO BOX 1960
    VERO BEACH,FL32961
    NONE PC CHARITABLE CONTRIBUTION - HELP RESOLVING PRESSING COMMUNITY EDUCATION, INCOME AND HEALTH ISSUES. 39,000
    YEAR UP
    45 MILK ST 9TH FL
    BOSTON,MA02109
    NONE PC CHARITABLE CONTRIBUTION - Close the opportunity divide by providing urban young adults with skills, experience, and support. 5,000
    BLUEPATH SERVICE DOGS INC
    8 COUNTRY CLUB ROAD
    HOPEWELL JUNCTION,NY12533
    NONE PC CHARITABLE CONTRIBUTION - Provide service dogs to individuals with autism, offering safety, companionship and opportunities for independence. 50,000
    CORAL RESTORATION FOUNDATION INC
    5 SEAGATE BOULEVARD
    KEY LARGO,FL33037
    NONE PC CHARITABLE CONTRIBUTION - Work to restore coral reefs, educate others on the importance of oceans, and use science to further research and monitoring techniques 8,000
    FLORIDA KEYS LAND & SEA TRUST INC
    5550 OVERSEAS HIGHWAY
    MARATHON,FL33050
    NONE PC CHARITABLE CONTRIBUTION - PRESERVE THE NATURAL ENVIRONMENT OF THE FLORIDA KEYS AND TO ENCOURAGE AND SPONSOR PUBLIC PARTICIPATION AND EDUCATION. 10,000
    MONROE COUNTY EDUCATION FOUNDATION INC
    241 TRUMBO ROAD
    KEY WEST,FL33040
    NONE PC CHARITABLE CONTRIBUTION - Aid, supplement, improve, enhance, and complement activities of the public school system. 8,000
    MOTE MARINE LABORATORY INC
    1600 KEN THOMPSON PARKWAY
    SARASOTA,FL34236
    NONE PC CHARITABLE CONTRIBUTION - Advance the science of the sea through research, education, and outreach. 10,000
    EXPONENT PHILANTHROPY - ASSOC OF SMALL FOUNDATIONS
    1720 N STREET NW
    WASHINGTON,DC20036
    NONE PC CHARITABLE CONTRIBUTION - TO BUILD AND STRENGTHEN SMALL-STAFF PHILANTHROPY 780
    THE HOSPITAL FOR SPECIAL SURGERY FUND INC
    535 EAST 70TH ST
    NEW YORK,NY10021
    NONE PC CHARITABLE CONTRIBUTION - TO PROVIDE THE HIGHEST QUALITY PATIENT CARE, IMPROVE MOBILITY AND ENHANCE THE QUALITY OF LIFE FOR ALL AND ADVANCE THE SCIENCE OF ORTHOPEDIC SURGERY, RHEUMATOLOGY AND THEIR RELATED DISCIPLINES 2,500
    LEWA WILDLIFE CONSERVANCY USA
    PO BOX 4449
    NEW YORK,NY10163
    NONE PC CHARITABLE CONTRIBUTION - CONSERVATION OF WILDLIFE AND ITS HABITAT 10,000
    MARATHON WILD BIRD CENTER INC
    PO BOX 501328
    MARATHON,FL33050
    NONE PC CHARITABLE CONTRIBUTION - TO RESCUE, REHABILITATE AND RELEASE NATION AND MIGRATORY WILD BIRDS 2,500
    UNITED WAY OF THE FLORIDA KEYS INC
    PO BOX 2143
    KEY WEST,FL33045
    NONE PC CHARITABLE CONTRIBUTION - TO BUILD AND SUPPORT STRONG WORKING FAMILIES BY PROVIDING FINANCIAL SUPPORT TO LOCAL NON-PROFIT ORGANIZATIONS THAT PROVIDE CRITICAL SERVICES TO THOSE IN NEED FROM FOOD PANTRIES TO SHELTERS. 25,000
    WOMANKIND INC
    1511 TRUMAN AVENUE
    KEY WEST,FL33040
    NONE PC CHARITABLE CONTRIBUTION - FAMILY PLANNING AND PRIMARY HEALTH CARE TO PEOPLE OF ALL INCOME LEVELS 2,000
    DOCTORS WITHOUT BORDERS USA INC
    40 RECTOR STREET 16TH FLOOR
    NEW YORK,NY10006
    NONE PC CHARITABLE CONTRIBUTION - HELP PEOPLE WORLDWIDE WHERE THE NEED IS GREATEST, DELIVERING EMERGENCY MEDICAL AID TO PEOPLE AFFECTED BY CONFLICT, EPIDEMICS, DISASTERS OR EXCLUSION FROM HEALTH CARE 10,000
    DOLPHIN RESEARCH CENTER INC
    58901 OVERSEAS HIGHWAY
    GRASSY KEY,FL330506019
    NONE PC CHARITABLE CONTRIBUTION - PROMOTE THE PEACEFUL COEXISTENCE, COOPERATION AND COMMUNICATION BETWEEN MARINE MAMMALS AND HUMANS THROUGH EDUCATION AND RESEARCH 5,000
    WESLEY HOUSE FAMILY SERVICES INC
    1304 TRUMAN AVE
    KEY WEST,FL33040
    NONE PC CHARITABLE CONTRIBUTION - PROMOTE AND ENHANCE SAFETY, WELL-BEING AND DEVELOPMENT OF CHILDREN 7,000
    HABITAT FOR HUMANITY OF THE MIDDLE KEYS INC
    8055 OVERSEAS HIGHWAY
    MARATHON,FL33050
    NONE PC CHARITABLE CONTRIBUTION - TO BUILD AND PROVIDE AFFORDABLE HOUSING TO LOW INCOME FAMILIES LOCATED IN THE FLORIDA KEYS AND TO ASSIST HABITAT FOR HUMANITY INTERNATIONAL IN ITS MISSION 2,000
    KEVIN BABINGTON FOUNDATION
    2402 PLAYERS COURT
    WELLINGTON,FL33414
    NONE PC CHARITABLE CONTRIBUTION - DEDICATED TO ENSURING A SAFE AND REWARDING EXPERIENCE ON HORSEBACK AND REDUCING THE RISK OF SPINAL INJURIES 5,000
    VERO BEACH VOLUNTEER FIRE DEPARTMENT
    PO BOX 2222
    VERO BEACH,FL32961
    NONE PC CHARITABLE CONTRIBUTION - PROVIDE ASSISTANCE TO FIREFIGHTERS' FAMILIES AND OTHER CHARITABLE ORGANIZATIONS IN THE COMMUNITY 470
    COOKE SCHOOL AND INSTITUTE
    1713 MADISON AVENUE
    NEW YORK,NY10029
    NONE PC CHARITABLE CONTRIBUTION - OFFER SPECIAL EDUCATION, CONSULTING AND TRAINING SERVICES FOR STUDENTS 30,000
    MEMORIAL SLOAN KETTERING CANCER CENTER
    1275 YORK AVENUE
    NEW YORK,NY10065
    NONE PC CHARITABLE CONTRIBUTION - SUPPORT FOR CANCER TREATMENT AND RESEARCH 6,500
    ADVANCING NATIVE MISSIONS
    PO BOX 5303
    CHARLOTTESVILLE,VA22905
    NONE PC CHARITABLE CONTRIBUTION - HELP NATIVE MISSIONARIES 30,000
    FLORIDA KEYS COMMUNITY CENTER INC
    59300 OVERSEAS HWY
    MARATHON,FL33050
    PRESIDENT PC CHARITABLE CONTRIBUTION - TO PROVIDE EDUCATIONAL AND CHARITABLE PROGRAMS FOR THE ARTS AND TO PROMOTE ENVIRONMENTAL SUSTAINABILITY THROUGHOUT THE COMMUNITY 124,000
    CURESEARCH FOR CHILDREN'S CANCER
    4400 EAST WEST HIGHWAY SUITE 600
    BETHESDA,MD20814
    NONE PC CHARITABLE CONTRIBUTION - CHILDREN'S CANCER RESEARCH 30,000
    BAPTIST HEALTH SOUTH FLORIDA FOUNDATION INC
    6855 RED ROAD STE 600
    CORAL GABLES,FL33143
    NONE PC CHARITABLE CONTRIBUTION - TO IMPROVE THE HEALTH AND WELL-BEING OF INDIVIDUALS, AND TO IMPROVE THE SANCTITY AND PRESERVATION OF LIFE 10,000
    THE CLEVELAND CLINIC FOUNDATION
    6801 BRECKSVILLE RD RK1-85
    INDEPENDENCE,OH44131
    NONE PC CHARITABLE CONTRIBUTION - TO PROVIDE PATIENT CARE, RESEARCH AND EDUCATION 10,000
    HIDDEN HARBOR MARINE ENVIRONMENTAL PROJECT INC
    2396 OVERSEAS HIGHWAY
    MARATHON,FL33050
    NONE PC CHARITABLE CONTRIBUTION - TO CARE FOR WILDLIFE IN THE FLORIDA KEYS 3,000
    CITIZENS UNITED FOR RESEARCH IN EPILEPSY
    420 N WABASH AVE STE 650
    CHICAGO,IL60611
    NONE PC CHARITABLE CONTRIBUTION - TO FIND A CURE FOR EPILEPSY BY PROMOTING AND FUNDING PATIENT FOCUSED RESEARCH. 2,500
    NATIONAL WORLD WAR II MUSEUM
    945 MAGAZINE STREET
    NEW ORLEANS,LA70130
    NONE PC CHARITABLE CONTRIBUTION - SUPPORT FOR MUSEUM THAT DISPLAYS WWII ARTIFACTS 1,000
    CAPTAINS FOR CLEAN WATER INC
    PO BOX 1653
    FORT MYERS,FL33902
    NONE PC CHARITABLE CONTRIBUTION - TO ADVANCE EDUCATION, AWARENESS, AND SCIENTIFICALLY SUPPORTED SOLUTIONS TO RESTORE AND PROTECT MARINE ECOSYSTEMS AND OUR WAY OF LIFE FOR FUTURE GENERATIONS 5,000
    CHARITY NAVIGATOR
    299 MARKET STREET SUITE 250
    SADDLE BROOK,NJ07663
    NONE PC CHARITABLE CONTRIBUTION - TO MAKE IMPACTFUL PHILANTHROPY EASIER FOR ALL 1,000
    COMMUNITY FOUNDATION OF THE FLORIDA KEYS
    300 SOUTHARD ST SUITE 201
    KEY WEST,FL33040
    NONE PC CHARITABLE CONTRIBUTION - TO CONNECT PEOPLE, RESOURCES & NEEDS THROUGH PHILANTHROPY 12,000
    FIRMKEYS INC
    713 CAROLINE ST UPSTAIRS- ROOM C
    KEY WEST,FL33040
    NONE PC CHARITABLE CONTRIBUTION - TO INFORM AND EDUCATE RESIDENTS ON FLOOD AND/OR WIND HURRICANE MITIGATION MEASURES INSURANCE RELATED ISSUES. TO SUPPORT AND UNDERTAKE RESEARCH, SCIENTIFIC STUDIES AND DATA COLLECTION REGARDING FLOOD AND/OR WIND HURRICANE RISK, STORM EFFECTS. 5,000
    FREEDOM HOUSE MINISTRY INC
    PO BOX 382
    HARRISBURG,IL62946
    NONE PC CHARITABLE CONTRIBUTION - EXTEND GOD'S LOVE WORLDWIDE THROUGH HANDS-ON HUMANITARIAN METHODS. FEEDING, EDUCATING, TRAINING, AND EQUIPPING ORPHANS AND WIDOWS IN AFRICA TO FIND SELF WORTH, IDENTITY AND PURPOSE. 1,000
    PIGEON KEY FOUNDATION
    5800 OVERSEAS HIGHWAY SUITE 17
    MARATHON,FL33050
    NONE PC CHARITABLE CONTRIBUTION - TO PRESERVE THE CULTURAL HISTORY OF THE FLORIDA KEYS BY PROMOTING ITS HEALTHY FUTURE THROUGH EDUCATION, HISTORY, AND RESEARCH 5,000
    WHOLE FAMILY HEALTH CENTER INC
    827 18TH ST
    VERO BEACH,FL32960
    NONE PC CHARITABLE CONTRIBUTION - TO PROVIDE HIGH QUALITY, CARING, AND ACCESSIBLE HEALTH CARE SERVICES TO EVERYONE 2,500
    Total .................................bullet 3a 847,000
    bApproved for future payment
    Total .................................bullet 3b  
    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 1,894,831  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aEXCISE TAX REFUND
        01 14,082  
    bNONDIVIDEND DISTRIBUTIONS     01 7,708  
    cPY NONDIVIDEND DISTRIBUTIONS     01 -10,604  
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   2,235,147  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,235,147
    (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
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    THE SEXTON FAMILY FOUNDATION
    C/O O GRIFFITH SEXTON
    Employer identification number

    13-7106277
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    THE SEXTON FAMILY FOUNDATION
    C/O O GRIFFITH SEXTON
    Employer identification number
    13-7106277
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    O GRIFFITH SEXTON
    410 COCONUT PALM ROAD
     
    VERO BEACH, FL329633709

    $ 5,795,624


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    LAURA SEXTON
    233-1 MILBANK AVENUE
     
    GREENWICH, CT06830

    $ 100,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    THE SEXTON FAMILY FOUNDATION
    C/O O GRIFFITH SEXTON
    Employer identification number

    13-7106277
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    1
    12,000 SHS MORGAN STANLEY STOCK (MS) BASIS: $200.42 $ 1,046,520 2021-05-17
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    1
    21,000 SHS MORGAN STANLEY STOCK (MS) BASIS: $350.74 $ 2,096,220 2021-12-27
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    1
    24,136.682 SHS T ROWE PRICE GROWTH STOCK CL I (PRUFX) BASIS: $0.00 $ 2,608,934 2021-12-27
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    2
    427.716 SHS VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL (VTSAX) BASIS: $12,985.83 $ 50,000 2021-12-08
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    2
    433.915 SHS VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL (VTSAX) BASIS: $13,174.04 $ 50,000 2021-12-21
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    THE SEXTON FAMILY FOUNDATION
    C/O O GRIFFITH SEXTON
    Employer identification number

    13-7106277
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    THE SEXTON FAMILY FOUNDATION
     
    C/O O GRIFFITH SEXTON
    EIN:
    13-7106277
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEES 8,950 2,237   6,713

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 DepreciationSchedule
    Name:
    THE SEXTON FAMILY FOUNDATION
     
    C/O O GRIFFITH SEXTON
    EIN:
    13-7106277
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE SEXTON FAMILY FOUNDATION
     
    C/O O GRIFFITH SEXTON
    EIN:
    13-7106277
    Name of Stock End of Year Book Value End of Year Fair Market Value
    VANGUARD - HIGH YIELD CORP. 1,044,517 978,184
    VANGUARD - INFLATION-PROTECT 233,882 243,226
    VANGUARD - SMALL CAP STOCK IND 493,185 2,174,605
    VANGUARD - TOTAL INTL STK IX 551,613 925,729
    VANGUARD - TOTAL BOND MKT IDX 1,157,108 1,161,475
    VANGUARD - TOTAL STOCK MARKET 26,160 101,293
    VANGUARD TOTAL STOCK MKT INTL 1,981,986 8,379,460
    MORGAN STANLEY 885 5,202,480
    VANGUARD REAL ESTATE INDEX ADM 739,396 886,221
    T ROWE PRICE GROWTH STOCK CL I 0 2,566,695

    TY 2021 OtherDecreasesSchedule
    Name:
    THE SEXTON FAMILY FOUNDATION
     
    C/O O GRIFFITH SEXTON
    EIN:
    13-7106277
    Description Amount
    CONTRIBUTIONS ADJ FROM FMV TO TAX BASIS 5,824,963


    TY 2021 OtherIncomeSchedule2
    Name:
    THE SEXTON FAMILY FOUNDATION
     
    C/O O GRIFFITH SEXTON
    EIN:
    13-7106277
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    EXCISE TAX REFUND 14,082    
    NONDIVIDEND DISTRIBUTIONS VANGUARD #4103 7,708    
    PY NONDIVIDEND DISTRIBUTIONS VANGUARD -10,604    


    TY 2021 SubstantialContributorsSch
    Name:
    THE SEXTON FAMILY FOUNDATION
     
    C/O O GRIFFITH SEXTON
    EIN:
    13-7106277
    Name Address
    O GRIFFITH SEXTON 410 COCONUT PALM ROAD
    VERO BEACH,FL329633709
    LAURA SEXTON 233-1 MILBANK AVENUE
    GREENWICH,CT06830


    TY 2021 TaxesSchedule
    Name:
    THE SEXTON FAMILY FOUNDATION
     
    C/O O GRIFFITH SEXTON
    EIN:
    13-7106277
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FORM 990-PF PY OVERPAY APPLIED 14,082      
    FOREIGN-VANGUARD CONS 1099 1,679 1,679    
    CY FORM 990-PF Q3 ESTIMATE 10,000      
    CY FORM 990-PF Q4 ESTIMATE 15,000      
    PY FORM 990-PF EXTENSION PYMT 10,000