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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
MORONI'S ANGELS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1532 AFT
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PENNINGTON, NJ08534
A Employer identification number

83-2646282
B Telephone number (see instructions)

(888) 866-3275
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$3,641,804J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 88,290 88,290  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -62,484
b Gross sales price for all assets on line 6a 704,254
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 25,806 88,290  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,250 0 0 1,250
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
11,790 7,074   4,716
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,173 773   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 14,213 7,847 0 5,966
25 Contributions, gifts, grants paid....... 143,000 143,000
26 Total expenses and disbursements. Add lines 24 and 25 157,213 7,847 0 148,966
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -131,407
b Net investment income (if negative, enter -0-) 80,443
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 1,054 278 278
2 Savings and temporary cash investments......... 136,233 102,465 102,465
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
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 arrow0      
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)....... 396,680 Click to see attachment
List of Attached Documents:
// Content
391,378 		593,270
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).......... 2,425,607 Click to see attachment
List of Attached Documents:
// Content
2,333,567 		2,945,791
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) 2,959,574 2,827,688 3,641,804
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)    
23 Total liabilities (add lines 17 through 22).........   0
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........ 2,959,574 2,827,688
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 2,959,574 2,827,688
30 Total liabilities and net assets/fund balances (see instructions). 2,959,574 2,827,688
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
2,959,574
2
Enter amount from Part I, line 27a .....................
2
-131,407
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,828,167
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
479
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,827,688
Form 990-PF (2023)
Form 990-PF (2023)
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 2. AMERICAN EXPRESS CO   2019-08-13 2023-06-05
b 1. ANTHEM INC   2019-11-07 2023-06-05
c 34. BAXTER INTERNATIONAL INC   2021-02-25 2023-01-23
d 41. BAXTER INTERNATIONAL INC   2021-02-23 2023-01-23
e 5. BAXTER INTERNATIONAL INC   2021-02-24 2023-01-23
5. BAXTER INTERNATIONAL INC   2021-02-26 2023-01-23
19. BAXTER INTERNATIONAL INC   2021-02-22 2023-01-23
22. BAXTER INTERNATIONAL INC   2021-08-26 2023-01-24
10. BAXTER INTERNATIONAL INC   2021-08-27 2023-01-24
17. BAXTER INTERNATIONAL INC   2021-02-26 2023-01-24
20. BAXTER INTERNATIONAL INC   2022-08-04 2023-01-24
4. BAXTER INTERNATIONAL INC   2022-08-18 2023-01-24
7. BAXTER INTERNATIONAL INC   2022-08-19 2023-01-24
4. BAXTER INTERNATIONAL INC   2021-08-30 2023-01-24
37. BAXTER INTERNATIONAL INC   2022-08-19 2023-01-25
5. BROADCOM INC   2021-04-22 2023-06-13
1. BROADCOM INC   2021-04-22 2023-08-30
50. CISCO SYSTEMS INCORPORATED   2019-02-22 2023-03-02
5. CISCO SYSTEMS INCORPORATED   2019-03-11 2023-03-02
6. CISCO SYSTEMS INCORPORATED   2019-02-19 2023-03-02
23. CISCO SYSTEMS INCORPORATED   2019-03-11 2023-04-20
59. CISCO SYSTEMS INCORPORATED   2020-11-19 2023-04-20
31. CISCO SYSTEMS INCORPORATED   2019-10-21 2023-04-20
38. CISCO SYSTEMS INCORPORATED   2019-08-19 2023-04-20
5. DOLLAR GENERAL CORP   2023-01-23 2023-07-21
33. DOLLAR GENERAL CORP   2022-12-21 2023-07-21
2. DOLLAR GENERAL CORP   2023-01-24 2023-07-21
12. DOLLAR GENERAL CORP   2023-03-02 2023-07-24
5. DOLLAR GENERAL CORP   2023-01-24 2023-07-24
66.023 DOUBLELINE TOTAL RETURN BOND FUND   2022-02-28 2023-10-26
64.979 DOUBLELINE TOTAL RETURN BOND FUND   2022-01-31 2023-10-26
66.805 DOUBLELINE TOTAL RETURN BOND FUND   2021-11-30 2023-10-26
78.51 DOUBLELINE TOTAL RETURN BOND FUND   2022-03-31 2023-10-26
69.784 DOUBLELINE TOTAL RETURN BOND FUND   2022-04-29 2023-10-26
85.334 DOUBLELINE TOTAL RETURN BOND FUND   2022-06-30 2023-10-26
72.254 DOUBLELINE TOTAL RETURN BOND FUND   2021-12-30 2023-10-26
60.535 DOUBLELINE TOTAL RETURN BOND FUND   2021-07-30 2023-10-26
65.023 DOUBLELINE TOTAL RETURN BOND FUND   2021-10-29 2023-10-26
65.19 DOUBLELINE TOTAL RETURN BOND FUND   2021-09-30 2023-10-26
2360.718 DOUBLELINE TOTAL RETURN BOND FUND   2021-09-15 2023-10-26
57.458 DOUBLELINE TOTAL RETURN BOND FUND   2021-08-31 2023-10-26
62.328 DOUBLELINE TOTAL RETURN BOND FUND   2021-06-30 2023-10-26
66.92 DOUBLELINE TOTAL RETURN BOND FUND   2021-05-28 2023-10-26
61.619 DOUBLELINE TOTAL RETURN BOND FUND   2021-04-30 2023-10-26
73.925 DOUBLELINE TOTAL RETURN BOND FUND   2022-05-31 2023-10-26
89.442 DOUBLELINE TOTAL RETURN BOND FUND   2022-11-30 2023-10-26
87.826 DOUBLELINE TOTAL RETURN BOND FUND   2023-04-28 2023-10-26
83.255 DOUBLELINE TOTAL RETURN BOND FUND   2022-07-29 2023-10-26
113.861 DOUBLELINE TOTAL RETURN BOND FUND   2023-09-29 2023-10-26
108.249 DOUBLELINE TOTAL RETURN BOND FUND   2023-08-31 2023-10-26
101.544 DOUBLELINE TOTAL RETURN BOND FUND   2023-07-31 2023-10-26
100.654 DOUBLELINE TOTAL RETURN BOND FUND   2023-06-30 2023-10-26
90.038 DOUBLELINE TOTAL RETURN BOND FUND   2023-05-31 2023-10-26
96.126 DOUBLELINE TOTAL RETURN BOND FUND   2023-03-31 2023-10-26
86.009 DOUBLELINE TOTAL RETURN BOND FUND   2022-08-31 2023-10-26
93.7 DOUBLELINE TOTAL RETURN BOND FUND   2023-02-28 2023-10-26
85.576 DOUBLELINE TOTAL RETURN BOND FUND   2023-01-31 2023-10-26
93.949 DOUBLELINE TOTAL RETURN BOND FUND   2022-12-30 2023-10-26
94.502 DOUBLELINE TOTAL RETURN BOND FUND   2022-10-31 2023-10-26
89.632 DOUBLELINE TOTAL RETURN BOND FUND   2022-09-30 2023-10-26
51.962 DOUBLELINE TOTAL RETURN BOND FUND   2021-02-26 2023-10-26
69.001 DOUBLELINE TOTAL RETURN BOND FUND   2021-03-31 2023-10-26
52. DOUBLELINE TOTAL RETURN BOND FUND   2019-03-29 2023-10-26
70. DOUBLELINE TOTAL RETURN BOND FUND   2019-07-31 2023-10-26
5159. DOUBLELINE TOTAL RETURN BOND FUND   2019-07-09 2023-10-26
.721 DOUBLELINE TOTAL RETURN BOND FUND   2019-07-09 2023-10-26
50. DOUBLELINE TOTAL RETURN BOND FUND   2019-06-28 2023-10-26
50. DOUBLELINE TOTAL RETURN BOND FUND   2019-05-31 2023-10-26
1. DOUBLELINE TOTAL RETURN BOND FUND   2019-05-31 2023-10-26
7170. DOUBLELINE TOTAL RETURN BOND FUND   2019-03-08 2023-10-26
1. DOUBLELINE TOTAL RETURN BOND FUND   2019-03-29 2023-10-26
63.786 DOUBLELINE TOTAL RETURN BOND FUND   2020-12-31 2023-10-26
2365. DOUBLELINE TOTAL RETURN BOND FUND   2019-03-26 2023-10-26
4780. DOUBLELINE TOTAL RETURN BOND FUND   2019-02-20 2023-10-26
1. DOUBLELINE TOTAL RETURN BOND FUND   2019-03-08 2023-10-26
21. DOUBLELINE TOTAL RETURN BOND FUND   2019-02-28 2023-10-26
2387. DOUBLELINE TOTAL RETURN BOND FUND   2019-02-26 2023-10-26
52.916 DOUBLELINE TOTAL RETURN BOND FUND   2021-01-29 2023-10-26
.362 DOUBLELINE TOTAL RETURN BOND FUND   2019-07-31 2023-10-26
50. DOUBLELINE TOTAL RETURN BOND FUND   2019-04-30 2023-10-26
65.949 DOUBLELINE TOTAL RETURN BOND FUND   2020-07-31 2023-10-26
66.469 DOUBLELINE TOTAL RETURN BOND FUND   2019-09-30 2023-10-26
66.942 DOUBLELINE TOTAL RETURN BOND FUND   2019-08-30 2023-10-26
60.905 DOUBLELINE TOTAL RETURN BOND FUND   2020-10-30 2023-10-26
60.799 DOUBLELINE TOTAL RETURN BOND FUND   2020-11-30 2023-10-26
63.699 DOUBLELINE TOTAL RETURN BOND FUND   2020-08-31 2023-10-26
61.318 DOUBLELINE TOTAL RETURN BOND FUND   2020-09-30 2023-10-26
68.903 DOUBLELINE TOTAL RETURN BOND FUND   2020-06-30 2023-10-26
67.533 DOUBLELINE TOTAL RETURN BOND FUND   2020-04-30 2023-10-26
67.651 DOUBLELINE TOTAL RETURN BOND FUND   2020-05-29 2023-10-26
74.639 DOUBLELINE TOTAL RETURN BOND FUND   2020-03-31 2023-10-26
57.567 DOUBLELINE TOTAL RETURN BOND FUND   2020-02-28 2023-10-26
61.615 DOUBLELINE TOTAL RETURN BOND FUND   2020-01-31 2023-10-26
69.73 DOUBLELINE TOTAL RETURN BOND FUND   2019-12-31 2023-10-26
68.241 DOUBLELINE TOTAL RETURN BOND FUND   2019-11-29 2023-10-26
68.545 DOUBLELINE TOTAL RETURN BOND FUND   2019-10-31 2023-10-26
1. INTERNATIONAL FLAVORS & FRAGRANCES INC   2019-11-27 2023-06-05
1. INTERNATIONAL FLAVORS & FRAGRANCES INC   2019-11-25 2023-06-05
2. INTERNATIONAL FLAVORS & FRAGRANCES INC   2019-11-26 2023-06-05
3. INTERNATIONAL FLAVORS & FRAGRANCES INC   2019-11-27 2023-10-11
2. INTERNATIONAL FLAVORS & FRAGRANCES INC   2019-11-29 2023-10-11
8. INTERNATIONAL FLAVORS & FRAGRANCES INC   2019-12-02 2023-10-12
17. INTERNATIONAL FLAVORS & FRAGRANCES INC   2019-12-03 2023-10-12
1. INTERNATIONAL FLAVORS & FRAGRANCES INC   2019-11-29 2023-10-12
11. INTERNATIONAL FLAVORS & FRAGRANCES INC   2019-12-04 2023-10-12
1. INTERNATIONAL FLAVORS & FRAGRANCES INC   2020-05-22 2023-10-12
18. INTERNATIONAL FLAVORS & FRAGRANCES INC   2023-07-21 2023-10-30
6. INTERNATIONAL FLAVORS & FRAGRANCES INC   2020-09-11 2023-10-30
11. INTERNATIONAL FLAVORS & FRAGRANCES INC   2020-05-26 2023-10-30
4. INTERNATIONAL FLAVORS & FRAGRANCES INC   2020-05-22 2023-10-30
19. INTERNATIONAL FLAVORS & FRAGRANCES INC   2023-07-24 2023-10-30
10. INTERNATIONAL FLAVORS & FRAGRANCES INC   2020-09-10 2023-10-30
3. INTERNATIONAL FLAVORS & FRAGRANCES INC   2023-07-24 2023-10-31
12. INTERNATIONAL FLAVORS & FRAGRANCES INC   2023-07-25 2023-10-31
30.7402 ISHARES MSCI EMERGING MKTS INDEX FUND   2021-12-16 2023-12-04
19.0123 ISHARES MSCI EMERGING MKTS INDEX FUND   2022-06-14 2023-12-04
250. ISHARES MSCI EMERGING MKTS INDEX FUND   2019-03-26 2023-12-04
1.1305 ISHARES MSCI EMERGING MKTS INDEX FUND   2022-01-04 2023-12-04
500. ISHARES MSCI EMERGING MKTS INDEX FUND   2019-03-06 2023-12-04
32.8262 ISHARES MSCI EMERGING MKTS INDEX FUND   2022-12-16 2023-12-04
16.122 ISHARES MSCI EMERGING MKTS INDEX FUND   2023-06-12 2023-12-04
150. ISHARES MSCI EMERGING MKTS INDEX FUND   2019-03-08 2023-12-04
1150. ISHARES MSCI EMERGING MKTS INDEX FUND   2019-02-14 2023-12-04
40.1688 ISHARES MSCI EMERGING MKTS INDEX FUND   2019-02-25 2023-12-04
.5782 ISHARES MSCI EMERGING MKTS INDEX FUND   2023-06-12 2023-12-21
.6747 ISHARES NASDAQ BIOTECH ETF   2022-09-29 2023-12-04
.3253 ISHARES NASDAQ BIOTECH ETF   2022-12-16 2023-12-04
500. ISHARES NASDAQ BIOTECH ETF   2022-06-23 2023-12-04
.6286 ISHARES NASDAQ BIOTECH ETF   2023-09-29 2023-12-21
.024 ISHARES NASDAQ BIOTECH ETF   2023-06-12 2023-12-21
.2547 ISHARES NASDAQ BIOTECH ETF   2023-03-28 2023-12-21
.0556 ISHARES NASDAQ BIOTECH ETF   2022-12-16 2023-12-21
200. ISHARES RUSSELL 1000 ETF   2019-02-14 2023-12-04
4. MICROSOFT CORPORATION   2019-02-19 2023-06-05
6. MONDELEZ INTERNATIONAL INC   2019-02-19 2023-06-05
2. MOTOROLA SOLUTIONS INC   2020-06-18 2023-06-05
5. NEXTERA ENERGY INC   2019-02-19 2023-06-05
27. PHILLIPS 66   2019-02-19 2023-04-20
6. PHILLIPS 66   2019-03-11 2023-08-17
27. PHILLIPS 66   2019-02-22 2023-08-17
25. PHILLIPS 66   2019-02-19 2023-08-17
8. PHILLIPS 66   2019-03-11 2023-08-18
24279.982 PIMCO LOW DURATION INCOME FUND   2019-09-27 2023-10-26
20. TJX COMPANIES INCORPORATED NEW   2021-02-22 2023-08-30
3. UNION PACIFIC CORP   2019-02-19 2023-06-05
12. UNION PACIFIC CORP   2019-02-19 2023-07-27
1. UNITEDHEALTH GROUP INC   2019-02-19 2023-04-20
5. WEC ENERGY GROUP INC   2019-02-19 2023-06-05
2. WALMART INC   2021-12-14 2023-06-05
16. EATON CORP PLC   2022-02-14 2023-07-21
1. LINDE PLC NEW   2019-02-19 2023-06-05
7. TRANE TECHNOLOGIES PLC   2019-02-19 2023-07-21
6. TRANE TECHNOLOGIES PLC   2019-02-19 2023-09-01
3. TRANE TECHNOLOGIES PLC   2019-02-19 2023-09-05
26. CHUBB LTD   2019-02-19 2023-06-13
1. CHUBB LTD   2019-02-22 2023-06-13
12. CHUBB LTD   2019-02-22 2023-06-14
6. CHUBB LTD   2019-03-11 2023-06-14
7. CHUBB LTD   2019-03-22 2023-06-14
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 333   252 81
b 476   280 196
c 1,536   2,666 -1,130
d 1,852   3,230 -1,378
e 226   392 -166
226   388 -162
858   1,498 -640
989   1,623 -634
450   741 -291
764   1,320 -556
899   1,166 -267
180   244 -64
315   430 -115
180   302 -122
1,666   2,272 -606
4,240   2,279 1,961
895   456 439
2,421   2,504 -83
242   258 -16
291   299 -8
1,086   1,187 -101
2,785   2,428 357
1,463   1,470 -7
1,794   1,839 -45
834   1,153 -319
5,507   8,052 -2,545
334   467 -133
2,017   2,590 -573
840   1,168 -328
546   669 -123
537   665 -128
552   699 -147
649   771 -122
577   664 -87
706   798 -92
598   751 -153
501   642 -141
538   680 -142
539   685 -146
19,523   25,000 -5,477
475   607 -132
515   657 -142
553   704 -151
510   648 -138
611   701 -90
740   792 -52
726   791 -65
689   789 -100
942   958 -16
895   939 -44
840   889 -49
832   887 -55
745   800 -55
795   862 -67
711   796 -85
775   828 -53
708   774 -66
777   824 -47
782   817 -35
741   795 -54
430   550 -120
571   722 -151
430   548 -118
579   746 -167
42,665   54,995 -12,330
6   8 -2
414   534 -120
414   532 -118
8   11 -3
59,296   74,998 -15,702
8   10 -2
528   683 -155
19,559   24,998 -5,439
39,531   49,999 -10,468
8   10 -2
174   219 -45
19,740   24,992 -5,252
438   567 -129
3   4 -1
414   525 -111
545   711 -166
550   715 -165
554   724 -170
504   650 -146
503   651 -148
527   683 -156
507   659 -152
570   739 -169
559   711 -152
559   718 -159
617   781 -164
476   629 -153
510   665 -155
577   741 -164
564   730 -166
567   736 -169
81   141 -60
81   141 -60
161   283 -122
197   424 -227
131   282 -151
515   1,128 -613
1,095   2,386 -1,291
64   141 -77
709   1,552 -843
64   129 -65
1,170   1,507 -337
390   723 -333
715   1,488 -773
260   515 -255
1,235   1,613 -378
650   1,211 -561
201   255 -54
803   1,041 -238
1,207   1,477 -270
747   768 -21
9,819   10,624 -805
44   55 -11
19,637   21,363 -1,726
1,289   1,251 38
633   651 -18
5,891   6,244 -353
45,166   48,617 -3,451
1,578   1,748 -170
23   23  
83   79 4
40   43 -3
61,355   57,983 3,372
83   77 6
3   3  
34   32 2
7   7  
50,104   30,666 19,438
1,345   434 911
446   288 158
571   282 289
372   232 140
2,735   2,601 134
685   575 110
3,085   2,632 453
2,856   2,409 447
912   767 145
185,985   206,330 -20,345
1,841   1,394 447
597   513 84
2,784   2,051 733
487   271 216
441   374 67
301   290 11
3,361   2,425 936
362   169 193
1,356   570 786
1,231   489 742
602   244 358
4,996   3,481 1,515
192   135 57
2,282   1,621 661
1,141   800 341
1,331   960 371
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
      6,460
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       81
b       196
c       -1,130
d       -1,378
e       -166
      -162
      -640
      -634
      -291
      -556
      -267
      -64
      -115
      -122
      -606
      1,961
      439
      -83
      -16
      -8
      -101
      357
      -7
      -45
      -319
      -2,545
      -133
      -573
      -328
      -123
      -128
      -147
      -122
      -87
      -92
      -153
      -141
      -142
      -146
      -5,477
      -132
      -142
      -151
      -138
      -90
      -52
      -65
      -100
      -16
      -44
      -49
      -55
      -55
      -67
      -85
      -53
      -66
      -47
      -35
      -54
      -120
      -151
      -118
      -167
      -12,330
      -2
      -120
      -118
      -3
      -15,702
      -2
      -155
      -5,439
      -10,468
      -2
      -45
      -5,252
      -129
      -1
      -111
      -166
      -165
      -170
      -146
      -148
      -156
      -152
      -169
      -152
      -159
      -164
      -153
      -155
      -164
      -166
      -169
      -60
      -60
      -122
      -227
      -151
      -613
      -1,291
      -77
      -843
      -65
      -337
      -333
      -773
      -255
      -378
      -561
      -54
      -238
      -270
      -21
      -805
      -11
      -1,726
      38
      -18
      -353
      -3,451
      -170
       
      4
      -3
      3,372
      6
       
      2
       
      19,438
      911
      158
      289
      140
      134
      110
      453
      447
      145
      -20,345
      447
      84
      733
      216
      67
      11
      936
      193
      786
      742
      358
      1,515
      57
      661
      341
      371
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 -62,484
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  
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 1,118
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 1,118
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 1,118
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,001
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,001
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 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 9 117
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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 arrowTN
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 2023 or the taxable year beginning in 2023? 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
Yes
 
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 arrow  
14
The books are in care ofright arrowBANK OF AMERICA NA Telephone no.right arrow (888) 866-3275

Located atright arrowPO BOX 1532 AFTPENNINGTONNJ ZIP+4right arrow08534
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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
KYLE R JONES SECRETARY/TREASURER/DIRECTOR
1 		0    
6813 VIA DEL CHARRO
RANCHO SANTA FFE,CA920673116
AMY E JONES PRESIDENT/DIRECTOR
1 		0    
6813 VIA DEL CHARRO
RANCHO SANTA FFE,CA920673116
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 (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............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  
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.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
3,341,913
b
Average of monthly cash balances.......................
1b
143,940
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,485,853
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
3,485,853
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
52,288
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,433,565
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
171,678
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
171,678
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,118
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,118
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
170,560
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
170,560
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
170,560
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
148,966
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
148,966
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 170,560
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 135,641
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 148,966
a Applied to 2022, but not more than line 2a 135,641
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 2023 distributable amount..... 13,325
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		157,235
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
AMY E JONES
6411 JOHNSON CHAPEL CIR
BRENTWOOD,TN37027
(858) 756-1971
N/A
bThe form in which applications should be submitted and information and materials they should include:
N/A
cAny submission deadlines:
N/A
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
N/A
Form 990-PF (2023)
Form 990-PF (2023)
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

SALVATION ARMY NATIONAL CORP

615 SLATERS LANE
ALEXANDRIA,VA22314 		N/A PC UNRESTRICTED GENERAL 46,000

RADY CHILDREN'S HOSPITAL - BERNARDY

3020 CHILDRENS WAY MC 5005
SAN DIEGO,CA92123 		N/A PC UNRESTRICTED GENERAL 46,000

OPERATION UNDERGROUND RAILROAD INC

PO BOX 57338
SALT LAKE CITY,UT84157 		N/A PC UNRESTRICTED GENERAL 5,000

CHURCH OF JESUS CHRIST OF LDS
AND KINGDOM OF GOD
50 E NORTH TEMPLE
SALT LAKE CITY,UT841651081 		N/A PC UNRESTRICTED GENERAL 46,000
Total .................................right arrow 3a 143,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
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 ....     14 88,290  
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 -62,484  
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) ..   25,806  
13Total. Add line 12, columns (b), (d), and (e)..................
13
25,806
(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 (2023)
Form 990-PF (2023)
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 (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
MORONI'S ANGELS FOUNDATION
EIN:
83-2646282
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE 1,250     1,250

TY 2023 InvestmentsCorpStockSchedule
Name:
MORONI'S ANGELS FOUNDATION
EIN:
83-2646282
Name of Stock End of Year Book Value End of Year Fair Market Value
12572Q105 CME GROUP INC    
194162103 COLGATE PALMOLIVE CO    
23283R100 CYRUSONE INC    
46625H100 J P MORGAN CHASE & C 12,615 18,881
718172109 PHILIP MORRIS INTERN 9,772 10,725
254687106 WALT DISNEY CO/THE    
756109104 REALTY INCOME CORP    
G5960L103 MEDTRONIC PLC SHS    
31620M106 FIDELITY NATL INFO S 12,801 7,148
594918104 MICROSOFT CORP COM 16,501 42,116
695156109 PACKAGING CORP OF AM 4,804 7,983
92939U106 WEC ENERGY GROUP INC 11,202 11,447
17275R102 CISCO SYSTEMS INC    
G47791101 INGERSOLL-RAND PLC    
459506101 INTERNATIONAL FLAVOR    
G0177J108 ALLERGAN PLC    
166764100 CHEVRONTEXACO CORP 10,914 13,126
478160104 JOHNSON & JOHNSON    
713448108 PEPSICO INC 7,081 10,360
718546104 PHILLIPS 66    
H1467J104 CHUBB LTD    
00206R102 AT&T INC    
438516106 HONEYWELL INTERNATIO 9,287 11,744
548661107 LOWES COMPANIES INC 6,869 14,688
571748102 MARSH & MCLENNAN COS 6,696 13,831
65339F101 NEXTERA ENERGY INC 12,191 13,606
907818108 UNION PACIFIC CORP 7,128 10,316
539830109 LOCKHEED MARTIN CORP    
882508104 TEXAS INSTRUMENTS IN 8,476 13,466
G1151C101 ACCENTURE PLC SHS 9,319 20,353
G5494J103 LINDE PLC REG SHS    
025816109 AMERICAN EXPRESS CO 9,177 13,863
036752103 ANTHEM INC 8,128 12,261
037833100 APPLE INC 13,472 41,779
075887109 BECTON DICKINSON AND    
20030N101 COMCAST CORP 12,339 13,857
609207105 MONDELEZ INTERNATION 7,018 10,647
693475105 PNC FINANCIAL SERVIC    
91324P102 UNITEDHEALTH GROUP I 10,141 20,532
264411505 DUKE REALTY CORP    
58933Y105 MERCK AND CO INC SHS    
620076307 MOTOROLA SOLUTIONS I 9,040 19,725
G8994E103 TRANE TECHNOLOGIES P 3,844 11,463
00287Y109 ABBVIE INC 7,544 13,792
808513105 CHARLES SCHWAB CORP/ 10,436 14,104
580135101 MC DONALDS CORPORATI 6,933 10,378
872540109 TJX COS INC/THE 9,495 13,133
931142103 WAL MART STORES INC 9,677 10,563
11135F101 BROADCOM INC 11,252 26,790
071813109 BAXTER INTERNATIONAL    
002824100 ABBOTT LABORATORIES 15,601 14,749
G29183103 EATON CORP PLC 8,802 13,727
57636Q104 MASTERCARD INC 13,300 15,781
666807102 NORTHROP GRUMMAN COR 7,894 7,022
74340W103 PROLOGIS INC 13,652 17,596
256677105 DOLLAR GENERAL CORP    
03027X100 AMERICAN TOWER REIT 12,150 14,680
30231G102 EXXON MOBIL CORP 14,724 12,997
78409V104 S&P GLOBAL INC 10,966 12,335
98978V103 ZOETIS INC 12,360 13,224
G54950103 LINDE PLC NEW 7,777 18,482

TY 2023 InvestmentsOtherSchedule2
Name:
MORONI'S ANGELS FOUNDATION
EIN:
83-2646282
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
00771X583 CHIRON CAPITAL ALLOC      
577130834 MATTHEWS PACIFIC TIG      
921946406 VANGUARD HIGH DIVIDE AT COST 399,401 510,238
464287234 ISHARES MSCI EMERGIN      
32008F606 FIRST EAGLE GLOBAL F      
464287622 ISHARES RUSSELL 1000 AT COST 482,564 795,870
74253Q747 PRINCIPAL MIDCAP FUN AT COST 194,182 266,761
74441R508 PRUDENTIAL SHORT TER AT COST 260,609 251,128
921943858 VANGUARD FTSE DEVELO AT COST 301,146 353,011
72201M792 PIMCO LOW DURATION I      
258620103 DOUBLELINE TOTAL RET      
72201M594 PIMCO SHORT-TERM FUN      
464287655 ISHARES RUSSELL 2000 AT COST 107,860 124,860
62827M706 EVENTIDE HEALTHCARE      
00214Q401 ARK NEXT GENERATION      
922908736 VANGUARD GROWTH ETF AT COST 79,262 109,969
464287556 ISHARES NASDAQ BIOTE      
258620301 DOUBLELINE CORE FIXE AT COST 235,532 251,694
92204A504 VANGUARD HEALTH CARE AT COST 72,516 75,482
92206C409 VANGUARD SHORT-TERM AT COST 200,495 206,778

TY 2023 OtherDecreasesSchedule
Name:
MORONI'S ANGELS FOUNDATION
EIN:
83-2646282
Description Amount
TYE INCOME ADJ 56
TAX COST ADJ 423


TY 2023 OtherProfessionalFeesSchedule
Name:
MORONI'S ANGELS FOUNDATION
EIN:
83-2646282
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 11,790 7,074   4,716


TY 2023 TaxesSchedule
Name:
MORONI'S ANGELS FOUNDATION
EIN:
83-2646282
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 542 542   0
EXCISE TAX ESTIMATES 400 0   0
FOREIGN TAXES ON NONQUALIFIED 231 231   0