Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
THE FRITZ AND MARY LEE DUDA FAMILY
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)2801 WOODSIDE STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DALLAS, TX75204
A Employer identification number

43-6765664
B Telephone number (see instructions)

(972) 616-8777
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$20,880,133J 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) 410,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 499,441 499,258  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
-198,423
b Gross sales price for all assets on line 6a 5,018,401
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
List of Attached Documents:
// Content
146,752 62,850  
12 Total. Add lines 1 through 11........ 857,770 562,108  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
15,350 7,675   7,675
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
72,068 72,068   0
17 Interest............... 198 198   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
104,077 9,630   0
19 Depreciation (attach schedule) and depletion... 40,249 40,249  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
30,240 25   28,874
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 262,182 129,845   36,549
25 Contributions, gifts, grants paid....... 5,618,560 5,618,560
26 Total expenses and disbursements. Add lines 24 and 25 5,880,742 129,845   5,655,109
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -5,022,972
b Net investment income (if negative, enter -0-) 432,263
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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............. 4,161,017 1,030,489 1,030,489
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow61,301
Less: allowance for doubtful accounts right arrow   79,482 61,301 61,301
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 15,453,246 Click to see attachment
List of Attached Documents:
// Content
13,301,454 		12,698,216
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 5,320,233 Click to see attachment
List of Attached Documents:
// Content
5,710,126 		7,090,127
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 25,013,978 20,103,370 20,880,133
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
535 		Click to see attachment
List of Attached Documents:
// Content
112,899
23 Total liabilities (add lines 17 through 22)......... 535 112,899
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 25,013,443 19,990,471
29 Total net assets or fund balances (see instructions)..... 25,013,443 19,990,471
30 Total liabilities and net assets/fund balances (see instructions). 25,013,978 20,103,370
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
25,013,443
2
Enter amount from Part I, line 27a .....................
2
-5,022,972
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
19,990,471
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
19,990,471
Form 990-PF (2022)
Form 990-PF (2022)
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 FROM PASSTHROUGH P    
c CAPITAL GAINS DIVIDENDS P    
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 4,954,374   5,192,198 -237,824
b     24,626 -24,626
c 26,326     26,326
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       -237,824
b       -24,626
c       26,326
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 -236,124
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 (2022)
Form 990-PF (2022)
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 right arrow 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) 1 6,008
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 6,008
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 6,008
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 29,764
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 25,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 54,764
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 48,756
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow48,756 Refundedright arrow 11 0
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowTX
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 2022 or the taxable year beginning in 2022? 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 (2022)
Form 990-PF (2022)
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 addressright arrowN/A
14
The books are in care ofright arrowJAMES F DUDA Telephone no.right arrow (972) 616-8777

Located atright arrow2801 WOODSIDE STREETDALLASTX ZIP+4right arrow75204
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
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)
Yes
 
(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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
FRITZ L DUDA SR TRUSTEE
2.00 		0 0 0
2801 WOODSIDE STREET
DALLAS,TX75204
MARY L DUDA TRUSTEE
2.00 		0 0 0
2801 WOODSIDE STREET
DALLAS,TX75204
LEIGH A DUDA SCOTT TRUSTEE
2.00 		0 0 0
2801 WOODSIDE STREET
DALLAS,TX75204
LENDY D DUDA VAIL TRUSTEE
2.00 		0 0 0
2801 WOODSIDE STREET
DALLAS,TX75204
FRITZ L DUDA JR TRUSTEE
2.00 		0 0 0
2801 WOODSIDE STREET
DALLAS,TX75204
JAMES F DUDA TRUSTEE
2.00 		0 0 0
2801 WOODSIDE STREET
DALLAS,TX75204
LINDSEY DUDA COE TRUSTEE
2.00 		0 0 0
2801 WOODSIDE STREET
DALLAS,TX75201
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
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
CHARLES SCHWAB INVESTMENT MANAGEMENT 72,068
16220 N SCOTTSDALE RD
SCOTTSDALE,AZ85254
Total number of others receiving over $50,000 for professional services.............right arrow0
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 NONE 0
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 NONE 0
2  
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
0
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
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
14,347,963
b
Average of monthly cash balances.......................
1b
2,778,130
c
Fair market value of all other assets (see instructions)................
1c
7,167,244
d
Total (add lines 1a, b, and c).........................
1d
24,293,337
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
24,293,337
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
364,400
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
23,928,937
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,196,447
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
1,196,447
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
6,008
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
22,103
c
Add lines 2a and 2b............................
2c
28,111
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,168,336
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,168,336
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,168,336
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
5,655,109
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
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
5,655,109
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 1,168,336
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021...... 4,411,296
f Total of lines 3a through e ........ 4,411,296
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 5,655,109
a Applied to 2021, 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 2022 distributable amount..... 1,168,336
e Remaining amount distributed out of corpus 4,486,773
5 Excess distributions carryover applied to 2022. 0 0
(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 8,898,069
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		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 2017 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		8,898,069
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021.... 4,411,296
e Excess from 2022.... 4,486,773
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
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).)
FRITZ L DUDA SR
MARY L DUDA
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 right arrow
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 (2022)
Form 990-PF (2022)
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

ADVOCACY & CARING FOR CHILDREN

100 23RD AVE S
SEATTLE,WA98144 		  PUBLIC CHARITY GENERAL SUPPORT 1,500

AMERICAN FRIENDS OF THE CZECH REPUBLIC

4410 MASSACHUSETTS AVE NW SUITE 391
WASHINGTON,DC200165561 		  PUBLIC CHARITY GENERAL SUPPORT 25,000

ATLANTA NEUROSCIENCE FOUNDATION

3200 DOWNWOOD CIRCLE NW SUITE 550
ATLANTA,GA30327 		  PUBLIC CHARITY GENERAL SUPPORT 500

BAYLOR SCOTT & WHITE DALLAS FOUNDATION

301 N WASHINGTON AVENUE
DALLAS,TX75246 		  PUBLIC CHARITY 2022 BOARD GIVING CAMPAIGN 10,000

BISHOP BLANCHET HIGH SCHOOL

8200 WALLINGFORD AVENUE NORTH
SEATTLE,WA98103 		  PUBLIC CHARITY GENERAL SUPPORT 5,000

BISHOP DUNNE CATHOLIC SCHOOL

3900 RUGGED DRIVE
DALLAS,TX75224 		  PUBLIC CHARITY GENERAL SUPPORT 500

BRIGHT BEGINNINGS INC

3418 4TH ST SE
WASHINGTON,DC20032 		  PUBLIC CHARITY GENERAL SUPPORT 5,000

CASA DE VIDA

1290 MILL STREET
RENO,NV89502 		  PUBLIC CHARITY MOTHER'S DAY LUNCHEON / GENERAL SUPPORT 6,000

CATHOLIC CHARITIES DALLAS

1421 W MOCKINGBIRD LN
DALLAS,TX75247 		  PUBLIC CHARITY BISHOP'S GALA 25,000

CHICAGO YACHT CLUB FOUNDATION

400 EAST MONROE STREET
CHICAGO,IL60603 		  PUBLIC CHARITY CHICAGO REGATTA / THE COMPETITION FUND 17,000

COLUMBIA SAILING SCHOOL

111 N LAKE SHORE DRIVE
CHICAGO,IL60601 		  PUBLIC CHARITY GENERAL SUPPORT 5,000

CRISIS CENTER INC

101 N MONTGOMERY ST
GARY,IN46403 		  PUBLIC CHARITY WINE FEST 1,000

DALLAS 24 HOUR CLUB INC

4636 ROSS AVE
DALLAS,TX75204 		  PUBLIC CHARITY GENERAL SUPPORT 5,000

DOUGLAS COUNTY 4-H LEADERS COUNCIL

1325 WATERLOO LANE
GARDNERVILLE,NV89410 		  PUBLIC CHARITY DOUGLAS CLUCKERS 4-H POULTRY CLUB 500

DUKE UNIVERSITY

PO BOX 90581
DURHAM,NC27708 		  PUBLIC CHARITY ANNUAL FUND 5,000

DUKE UNIVERSITY

PO BOX 90976
DURHAM,NC27708 		  PUBLIC CHARITY DUKE CATHOLIC CENTER 2,000

EDDY HOUSE

888 WILLOW ST
RENO,NV89502 		  PUBLIC CHARITY GENERAL SUPPORT 3,500

GENESIS WOMEN'S SHELTER & SUPPORT

4411 LEMMON AVENUE STE 201
DALLAS,TX75219 		  PUBLIC CHARITY GENERAL SUPPORT 5,000

GIRL SCOUTS OF NORTHEAST TEXAS

6001 SUMMERSIDE DRIVE
DALLAS,TX75252 		  PUBLIC CHARITY NORTHWEST DALLAS OUTREACH PROGRAM 15,000

HOUSING FORWARD

2900 LIVE OAK
DALLAS,TX75204 		  PUBLIC CHARITY GENERAL SUPPORT 2,000

ICARE DOG RESCUE

31441 SANTA MARGARITA PKWY STE A194
RANCHO SANTA MARGARITA,CA92688 		  PUBLIC CHARITY GENERAL SUPPORT 1,500

INLAND LAKE YACHTING ASSOCIATION

PO BOX 662
EAST TROY,WI53120 		  PUBLIC CHARITY ROBLE SHEA SAILING 8,000

JESUIT COLLEGE PREPARATORY SCHOOL

12345 INWOOD ROAD
DALLAS,TX75244 		  PUBLIC CHARITY PHONATHON F/B/O FRITZ AND ELISE DUDA SCHOLARSHIP FUND 5,000

JOHNSON LANE VOLUNTEER FIRE DEPARTMENT

1450 STEPHANIE WAY
MINDEN,NV89502 		  PUBLIC CHARITY GENERAL SUPPORT 500

JUNIOR LEAGUE OF RENO

8175 S VIRGINIA ST 850 PMB 218
RENO,NV89511 		  PUBLIC CHARITY GENERAL SUPPORT 1,500

K9'S FOR WARRIORS

114 CAMP K9 ROAD
PONTE VEDRA,FL32081 		  PUBLIC CHARITY GENERAL SUPPORT 1,000

KEEPER OF THE GAME FOUNDATION

9862 SANTA FE TRAIL
FRISCO,TX75033 		  PUBLIC CHARITY GENERAL SUPPORT 500

LITTLE TRAVERSE CONSERVANCY

3264 POWELL RD
HARBOR SPRINGS,MI49740 		  PUBLIC CHARITY GENERAL SUPPORT 1,000

LUMIN EDUCATION

924 WAYNE STREET
DALLAS,TX75223 		  PUBLIC CHARITY GENERAL SUPPORT 5,000

MARITIME SCIENCES & SEAMANSHIP FOUNDATION

3020 OLD RANCH PARKWAY SUITE 300
SEAL BEACH,CA90740 		  PUBLIC CHARITY BYC GOVERNORS CUP 5,000

MAYO CLINIC

200 FIRST STREET SW
ROCHESTER,MN55902 		  PUBLIC CHARITY GENERAL SUPPORT 10,000

MINNIE'S FOOD PANTRY

671 18TH STREET
PLANO,TX75074 		  PUBLIC CHARITY GENERAL SUPPORT 500

MUSTANGS FOR HOPE

4309 PURDUE
DALLAS,TX75225 		  PUBLIC CHARITY CAPITAL GIFT TOWARDS IPADS 10,000

NATIONAL KIDNEY FOUNDATION

30 EAST 33RD STREET
NEW YORK,NY10016 		  PUBLIC CHARITY GENERAL SUPPORT 500

NEWPORT HISTORICAL FOUNDATION

PO BOX 8814
NEWPORT BEACH,CA92658 		  PUBLIC CHARITY LIDO THEATER DOCUMENTARY 48,000

NORTHWESTERN UNIVERSITY

1201 DAVIS STREET
EVANSTON,IL60208 		  PUBLIC CHARITY MEDILL ANNUAL FUND 8,500

NOTRE DAME SCHOOL OF DALLAS

2018 ALLEN STREET
DALLAS,TX75204 		  PUBLIC CHARITY SCHOLARSHIPS 10,000

OUR LADY OF PERPETUAL HELP CATHOLIC SCHOOL

7625 CORTLAND AVE
DALLAS,TX75235 		  PUBLIC CHARITY SECURITY OF SCHOOL THRU FENCING & SURVEILLANCE EQUIPMENT 100,000

PACIFIC LEGAL FOUNDATION

555 CAPITOL MALL SUITE 1290
SACRAMENTO,CA95814 		  PUBLIC CHARITY GENERAL SUPPORT 1,000

PAW PRINTS IN THE SAND ANIMAL RESCUE INC

317 WEST LA HABRA BLVD SUITE 101
PMB 244
LA HABRA,CA90631 		  PUBLIC CHARITY GENERAL SUPPORT 1,000

RONALD MCDONALD HOUSE CHARITIES

323 MAINE ST
RENO,NV89502 		  PUBLIC CHARITY GENERAL SUPPORT 5,000

SAINTS FAITH HOPE & CHARITY PARISH

191 LINDEN STREET
WINNETKA,IL60093 		  PUBLIC CHARITY GENERAL SUPPORT 3,000

SAN ANTONIO AREA FOUNDATION

303 PEARL PKWY SUITE 114
SAN ANTONIO,TX78215 		  PUBLIC CHARITY UVALDE STRONG SURVIVORS FUND & UVALDE STRONG FUND 10,000

SOUPMOBILE INC

2423 S GOOD LATIMER EXPWY
DALLAS,TX75215 		  PUBLIC CHARITY GENERAL SUPPORT 1,000

ST BRIDGET CATHOLIC CHURCH

4900 NE 50TH STREET
SEATTLE,WA98105 		  PUBLIC CHARITY GENERAL SUPPORT 7,500

ST JUDE CHILDREN'S RESEARCH HOSPITAL

501 ST JUDE PLACE
MEMPHIS,TN38105 		  PUBLIC CHARITY GENERAL SUPPORT 5,000

ST JUSTIN MARTYR PARISH SCHOOL

2030 W BALL ROAD
ANAHEIM,CA92804 		  PUBLIC CHARITY FV DUDA SCIENCE LAB 51,560

ST MARY OF CARMEL CATHOLIC SCHOOL

1716 SINGLETON BLVD
DALLAS,TX75212 		  PUBLIC CHARITY PLAYGROUND EQUIPMENT 100,000

ST MONICA DADS' CLUB

4140 WALNUT HILL LANE
DALLAS,TX75220 		  PUBLIC CHARITY GENERAL SUPPORT 1,500

ST PHILIP & ST AUGUSTINE CATHOLIC ACADEMY

8151 MILITARY PARKWAY
DALLAS,TX75227 		  PUBLIC CHARITY GENERAL SUPPORT 5,000

ST VINCENT DE PAUL SOCIETY

6306 KENWOOD
DALLAS,TX75214 		  PUBLIC CHARITY GENERAL SUPPORT 1,000

TAHOE FUND

PO BOX 7124
TAHOE CITY,CA96145 		  PUBLIC CHARITY GOLD STEWARDSHIP CIRCLE 10,000

THE CATHOLIC FOUNDATION

12222 MERIT DRIVE STE 850
DALLAS,TX75251 		  PUBLIC CHARITY GENERAL SUPPORT 5,000

THE CHILDREN'S CABINET INC

1090 SOUTH ROCK BLVD
RENO,NV89502 		  PUBLIC CHARITY GENERAL SUPPORT 2,500

THE FAMILY PLACE

PO BOX 7999
DALLAS,TX75209 		  PUBLIC CHARITY GENERAL SUPPORT 500

THE FLATWATER FOUNDATION

3575 FAR WEST BLVD SUITE 29810
AUSTIN,TX78731 		  PUBLIC CHARITY GENERAL SUPPORT 500

THE HUMANE SOCIETY OF DALLAS COUNTY

2719 MANOR WAY
DALLAS,TX75235 		  PUBLIC CHARITY DOGGY & KITTY CITY 1,000

THE IRELAND FUNDS

5720 LBJ FREEWAY SUITE 455
DALLAS,TX75240 		  PUBLIC CHARITY GENERAL SUPPORT 18,000

THE STEWPOT

1835 YOUNG STREET
DALLAS,TX75201 		  PUBLIC CHARITY GENERAL SUPPORT 5,000

TUNNEL TO TOWERS FOUNDATION

2361 HYLAN BLVD
STATEN ISLAND,NY10306 		  PUBLIC CHARITY GENERAL SUPPORT 2,000

UCLA FOUNDATION

PO BOX 7145
PASADENA,CA91109 		  PUBLIC CHARITY FUND 62613C 10,000

UNICEF

125 MAIDEN LANE
NEW YORK,NY10038 		  PUBLIC CHARITY GENERAL SUPPORT 500

UNIVERSITY OF MICHIGAN

777 E EISENHOWER PKWY STE 650
ANN ARBOR,MI48108 		  PUBLIC CHARITY BURNSTINE FAMILY BRCA CANCER RESEARCH INITIATIVE 1,000

UNIVERSITY OF NOTRE DAME

1100 GRACE HALL
NOTRE DAME,IN46556 		  PUBLIC CHARITY ESTABLISH MICHAEL CHRISTOPHER DUDA PRESERVATION, RESILIENCE AND SUSTAINABILITY ENDOWMENT FOR EXCELLENCE 5,000,000

UNIVERSITY OF ST ANDREWS AMERICAN FOUNDATION INC

1201 W PEACHTREE STREET
ATLANTA,GA30309 		  PUBLIC CHARITY GENERAL SUPPORT 10,000

UPLIFT EDUCATION

3000 PEGASUS PARK BLVD STE 1100
DALLAS,TX75247 		  PUBLIC CHARITY GENERAL SUPPORT 2,500

WHITE ROCK CENTER OF HOPE

10021A GARLAND ROAD
DALLAS,TX75218 		  PUBLIC CHARITY GENERAL SUPPORT 500

WINNETKA COMMUNITY HOUSE

620 LINCOLN AVE
WINNETKA,IL60093 		  PUBLIC CHARITY GENERAL SUPPORT 1,000
Total .................................right arrow 3a 5,618,560
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
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 .... 523000 183 14 499,258  
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 ..... 523000 77,535 14 69,217  
8 Gain or (loss) from sales of assets other than
inventory ............ 		523000 37,701 18 -236,124  
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) .. 115,419 332,351 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
447,770
(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 (2022)
Form 990-PF (2022)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
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
2022
Name of the organization
THE FRITZ AND MARY LEE DUDA FAMILY
FOUNDATION
Employer identification number

43-6765664
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) (2022)
Schedule B (Form 990) (2022) Page 2
Name of organization
THE FRITZ AND MARY LEE DUDA FAMILY
FOUNDATION 		Employer identification number
43-6765664
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
MICHAEL C DUDA ESTATE
2801 WOODSIDE STREET
 
DALLAS, TX75204

$ 410,000


(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.)
(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) (2022)
Schedule B (Form 990) (2022)
Page 3
Name of organization
THE FRITZ AND MARY LEE DUDA FAMILY
FOUNDATION 		Employer identification number

43-6765664
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
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 4
Name of organization
THE FRITZ AND MARY LEE DUDA FAMILY
FOUNDATION 		Employer identification number

43-6765664
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) (2022)
Additional Data


Software ID:  
Software Version:  

TY 2022 AccountingFeesSchedule
Name:
THE FRITZ AND MARY LEE DUDA FAMILY
 
FOUNDATION
EIN:
43-6765664
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 15,350 7,675   7,675

TY 2022 AllOthProgRltdInvestmentsSch
Name:
THE FRITZ AND MARY LEE DUDA FAMILY
 
FOUNDATION
EIN:
43-6765664
Category Amount
NONE 0

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TY 2022 GainLossSaleOtherAssetsSch
Name:
THE FRITZ AND MARY LEE DUDA FAMILY
 
FOUNDATION
EIN:
43-6765664
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
FROM PASSTHROUGH   PURCHASED     37,701   COST 0 37,701  

TY 2022 InvestmentsCorpStockSchedule
Name:
THE FRITZ AND MARY LEE DUDA FAMILY
 
FOUNDATION
EIN:
43-6765664
Name of Stock End of Year Book Value End of Year Fair Market Value
CHARLES SCHWAB 12,433,096 11,914,935
GSO CAPITAL SOLUTIONS FUND II (C CORP) 106,589 77,117
LBA REALTY FUND III, INC 761,769 706,164

TY 2022 InvestmentsOtherSchedule2
Name:
THE FRITZ AND MARY LEE DUDA FAMILY
 
FOUNDATION
EIN:
43-6765664
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
CONGRUENT CREDIT OPP FUND III AT COST 135,505 254,730
CORRUM CAPITAL AVIATION PARTNERS AT COST 439,184 1,120,390
CORRUM CAPITAL AVIATION PARTNERS I-B AT COST 188,937 0
ICAPITAL-BTAS VII OFFSHORE ACCESS FUND, LP AT COST 685,534 790,790
MERIT ENERGY PARTNERS H, LP AT COST 645,787 588,081
MERIT ENERGY PARTNERS I, LP AT COST 406,791 434,592
NB-ATHYRIUM OPPORTUNITIES FUND III LP AT COST 1,776,209 1,312,426
NGP NATURAL RESOURCES XI LP AT COST 0 427,133
OHA EUROPEAN CREDIT FUND AT COST 0 99,144
STARWOOD REAL ESTATE INCOME TRUST AT COST 581,261 612,276
STRATEGIC PARTNERS VIII LP AT COST 850,918 1,450,565

TY 2022 OtherExpensesSchedule
Name:
THE FRITZ AND MARY LEE DUDA FAMILY
 
FOUNDATION
EIN:
43-6765664
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
NONDEDUCTIBLE EXPENSE FROM PASSTHROUGHS 1,341 0   0
BANK SERVICE CHARGES 25 25   0
MISCELLANEOUS 28,874 0   28,874


TY 2022 OtherIncomeSchedule2
Name:
THE FRITZ AND MARY LEE DUDA FAMILY
 
FOUNDATION
EIN:
43-6765664
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ORDINARY INCOME/LOSS FROM PASSTHROUGH -142,910 -142,910 -142,910
ROYALTY INCOME 122,942 122,942 122,942
TAX EXEMPT INCOME 6,367 0 6,367
ROYALTY INCOME UBI 24,222 0 24,222
ORDINARY INCOME/LOSS FROM PASSTHROUGH UBI 180,096 0 180,096
OTHER INVESTMENT EXPENSES 82,818 82,818 82,818
OTHER INVESTMENT EXPENSES UBI -126,783 0 -126,783


TY 2022 OtherLiabilitiesSchedule
Name:
THE FRITZ AND MARY LEE DUDA FAMILY
 
FOUNDATION
EIN:
43-6765664
Description Beginning of Year - Book Value End of Year - Book Value
INVESTMENT IN TAVIK INDUSTRIES LLC 535 549
INVESTMENT IN GSO CAPITAL SOLUTIONS FUND II 0 1,944
INVESTMENT IN NGP NATURAL RESOURCES XI LP 0 52,972
INVESTMENT IN OHA EUROPEAN CREDIT FUND 0 57,434


TY 2022 OtherProfessionalFeesSchedule
Name:
THE FRITZ AND MARY LEE DUDA FAMILY
 
FOUNDATION
EIN:
43-6765664
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 72,068 72,068   0


TY 2022 TaxesSchedule
Name:
THE FRITZ AND MARY LEE DUDA FAMILY
 
FOUNDATION
EIN:
43-6765664
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 9,630 9,630   0
FEDERAL EXCISE TAX 94,447 0   0