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
THE CHESAPEAKE CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)2575 SOUTH BAYSHORE DRIVE STE 12 A
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MIAMI, FL33133
A Employer identification number

32-6321709
B Telephone number (see instructions)

(917) 843-5468
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$17,338,330J 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) 1,000,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 25,623 25,623  
4 Dividends and interest from securities... 137,331 137,331  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -38,014
b Gross sales price for all assets on line 6a 801,144
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
48 48  
12 Total. Add lines 1 through 11........ 1,124,988 163,002  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages...... 130,800 65,400   32,500
15 Pension plans, employee benefits....... 49,009 24,505   12,252
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,500 2,750   1,375
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
40,893 40,893    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,044 1,044    
19 Depreciation (attach schedule) and depletion...      
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
3,051 1,526   763
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 230,297 136,118   46,890
25 Contributions, gifts, grants paid....... 662,000 662,000
26 Total expenses and disbursements. Add lines 24 and 25 892,297 136,118   708,890
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 232,691
b Net investment income (if negative, enter -0-) 26,884
c Adjusted net income (if negative, enter -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............. 920,025 1,221,064 1,221,064
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 8,816,899 Click to see attachment
List of Attached Documents:
// Content
16,117,266 		16,117,266
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)..........      
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) 9,736,924 17,338,330 17,338,330
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........... 9,736,924 17,338,330
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........    
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)..... 9,736,924 17,338,330
30 Total liabilities and net assets/fund balances (see instructions). 9,736,924 17,338,330
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
9,736,924
2
Enter amount from Part I, line 27a .....................
2
232,691
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
7,368,715
4
Add lines 1, 2, and 3 ..........................
4
17,338,330
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
17,338,330
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 TRUIST INVESTMENT SERVICES P 2023-01-01 2023-12-31
b TRUIST INVESTMENT SERVICES P 2022-01-01 2023-12-31
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 210,591   220,827 -10,236
b 590,553   621,472 -27,778
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -10,236
b       -27,778
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -38,014
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 -10,236
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) 1 374
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 374
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 374
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 3,100
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid with the Original Return: 3100 7 3,100
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 2,726
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow2,726 Refundedright arrow 11  
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 arrowFL
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. Click to see attachment
List of Attached Documents:
// Content
...............................
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 arrowGRACE V LEAHY Telephone no.right arrow (917) 843-5468

Located atright arrow2575 SOUTH BAYSHORE DR NO 12AMIAMIFL ZIP+4right arrow33133
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
JOHN J LEAHY TRUSTEE
002.00 		0    
2575 SOUTH BAYSHORE DRIVE
MIAMI,FL33133
GRACE V LEAHY TRUSTEE/EXEC DIR
005.00 		0    
2575 SOUTH BAYSHORE DRIVE
MIAMI,FL33133
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
JULIETTE WHITE VICE PRESIDENT
040.00 		130,800 30,700  
1253 SPRINGFIELD AVENUE 279
NEW PROVIDENCE,NJ07974
Total number of other employees paid over $50,000...................right arrow  
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 arrow  
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 N/A 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  
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
13,408,979
b
Average of monthly cash balances.......................
1b
1,202,416
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
14,611,395
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
14,611,395
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
219,171
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
14,392,224
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
719,611
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
719,611
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
374
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
374
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
719,237
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
719,237
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
719,237
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 Click to see attachment
List of Attached Documents:
// Content
..........
1a
708,890
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
708,890
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 7 719,237
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019...... 107,949
c From 2020...... 127,075
d From 2021......  
e From 2022...... 295,591
f Total of lines 3a through e ........ 530,615
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 708,890
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 708,890
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2023. 10,347 10,347
(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 5 520,268
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		520,268
10 Analysis of line 9:
a Excess from 2019.... 97,602
b Excess from 2020.... 127,075
c Excess from 2021....  
d Excess from 2022.... 295,591
e Excess from 2023....  
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:
GRACE V LEAHY
2575 SOUTH BAYSHORE DRIVE 12A
MIAMI,FL33133
(917) 843-5468
bThe form in which applications should be submitted and information and materials they should include:
NONE
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
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

ST STEPHEN THE MARTYR CHURCH

2416 PENNSYLVANIA AVE
WASHINGTON,DC20037 		  PC COMMUNITY OUTREACH PROGRAMS 25,000

UNIVERSITY OF MT ST VINCENT

6301 RIVERDALE AVE
RIVERDALE,NY10471 		  PC NURSING SCHOLARSHIP 20,000

ARCHDIOCESE OF MIAMI

9401 BISCAYNE BLVD
MIAMI SHORES,FL33138 		  PC FOR EDUCATION OF SEMINARIANS CLERGY. MINISTRIES FOR UNDERSERVED IN MIAMI 50,000

INTERCHURCH FOOD PANTRY JOHNSON

211 COMMERCE DRIVE
FRANKLIN,IN46131 		  PC SUPPORT HUNGRY FAMILIES IN JOHNSON COUNTY IN 3,000

ATLANTA COMMUNITY FOOD BANK

3400 N DESERT DR
ATLANTA,GA30344 		  PC SUPPORT HUNGRY FAMILIES IN GA 3,000

COCONUT GROVE CRISIS FOOD PANTRY

3475 WILLIAM AVE
COCONUT GROVE,FL33133 		  PC SUPPORT HUNGRY FAMILIES IN COCONUT GROVE FL 3,000

MANNA FOOD BANK INC

627 SWANNANOA RIVER RD
ASHEVILLE,NC28805 		  PC HELP END FOOD INSTABILITY IN WESTERN NC 3,000

SISTERS OF ST JOSEPH OF ST AUGUSTINE

241 ST GEORGE ST
ST AUGUSTINE,FL32084 		  PC SCHOOLHOUSE RESTORATION/SINGLE MOTHERS ST AUGUSTINE FL 25,000

CATHOLIC CHARITIES USA

2580 BALLENGER AVE
ALEXANDRIA,VA22314 		  PC CATHOLIC CHARITIES GENERAL FUND 25,000

MANHATTAN COLLEGE

4513 MANHATTAN COLLEGE PARKWAY
BRONX,NY10471 		  PC BROTHER KENNETH SCHOLARSHIP 30,000

CATHOLIC CHARITIES HAWAII

1822 KEEAUMOKU ST
HONOLULU,HI96822 		  PC MAUI RELIEF 25,000

ST ANSELM RC CHURCH

356 82ND STREET
BROOKLYN,NY11209 		  PC GENERAL CHURCH FUND 100,000

CATHOLIC RELIEF SERVICES

228 W LEXINGTON ST
BALTIMORE,MD21201 		  PC E. AFRICA HUNGER EMERGENCY, UKRAINE CRISIS, HOUSING IN PHILIPPINES 200,000

CATHOLIC CHARITIES ARCHDIOCESE NY

1011 1ST AVENUE FLOOR 11
NEW YORK,NY10022 		  PC FOOD AND IMMIGRATION PROGRAMS 25,000

JESUIT REFUGEE SERVICEUSA

1627 K STREET NW
WASHINGTON,DC20006 		  PC EDUCATION, MENTAL HEALTH, PYSCHOSOCIAL SVCS FOR CHILDREN IN KENYA IRAQ 100,000

FORDHAM UNIVERSITY

441 EAST FORDHAM ROAD
BRONX,NY10458 		  PC FORDHAM UNIVERSITY GENERAL FUND 25,000
Total .................................right arrow 3a 662,000
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 ........... 		    14 25,623  
4 Dividends and interest from securities ....     14 137,331  
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 .....     14 48  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    14 -38,014  
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) ..   124,988  
13Total. Add line 12, columns (b), (d), and (e)..................
13
124,988
(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: 23017659
Software Version: 23.1.0.0
Part VI Line 7 - Tax Paid with the Original Return: 3,100


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
2023
Name of the organization
THE CHESAPEAKE CHARITABLE FOUNDATION
 
Employer identification number

32-6321709
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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE CHESAPEAKE CHARITABLE FOUNDATION
  		Employer identification number
32-6321709
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
JOHN J LEAHY AND GRACE V LEAHY
 
2575 SOUTH BAYSHORE DRIVE APT 12A
 
MIAMI, FL33133

$ 1,000,000


(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) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
THE CHESAPEAKE CHARITABLE FOUNDATION
  		Employer identification number

32-6321709
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 VARIOUS STOCK $ 0  
(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) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
THE CHESAPEAKE CHARITABLE FOUNDATION
  		Employer identification number

32-6321709
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) (2023)
Additional Data


Software ID: 23017659
Software Version: 23.1.0.0

TY 2023 AccountingFeesSchedule
Name:
THE CHESAPEAKE CHARITABLE FOUNDATION
EIN:
32-6321709
Software ID:
23017659
Software Version:
23.1.0.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 5,500 2,750   1,375

TY 2023 InvestmentsCorpStockSchedule
Name:
THE CHESAPEAKE CHARITABLE FOUNDATION
EIN:
32-6321709
Software ID:
23017659
Software Version:
23.1.0.0
Name of Stock End of Year Book Value End of Year Fair Market Value
235 shares of ABBOTT LABORATORIES 25,866 25,866
329 shares of ABBVIE INC 50,985 50,985
55 shares of ADOBE 32,813 32,813
488 shares of ALPHABET 68,774 68,774
449 shares of AMAZON 68,221 68,221
334 shares of APPLE 64,305 64,305
118 shares of AUTODESK 28,731 28,731
1651 shares of BANK OF AMERICA CORP 49,933 49,933
509 shares of BRISTOL MEYERS 26,117 26,117
38 shares of CATERPILLAR 11,235 11,235
369 shares of CHEVRON 55,040 55,040
428 shares of CHEWY INC 10,114 10,114
122 shares of CHUBB LIMITED 27,572 27,572
54 shares of CINTAS CORP 32,544 32,544
660 shares of CISCO SYSTEMS 33,343 33,343
58 shares of COSTCO 38,285 38,285
282 shares of EDWARD LIFE SCIENCE CORP 25,239 25,239
319 shares of EMERSON ELECTRIC CO 31,048 31,048
224 shares of EOG RESOURCE INC 27,093 27,093
174 shares of GENERAL MILLS 11,334 11,334
134 shares of HONEYWELL 28,101 28,101
67 shares of INTUIT 41,877 41,877
119 shares of INTUITIVE SURGICAL INC 40,146 40,146
170 shares of JOHNSONJOHNSON 26,646 26,646
370 shares of JP MORGAN CHASE 62,937 62,937
1152 shares of KINDER MORGAN INC 20,321 20,321
493 shares of LEGGETT PLATT INC 12,902 12,902
91 shares of LOCKHEED MARTIN CORP 41,245 41,245
70 shares of LULULEMON ATHLETICA 35,790 35,790
136 shares of MT BANK 18,643 18,643
78 shares of MASTER CARD INCORPORATED 33,268 33,268
394 shares of MATCH GROUP INC 14,381 14,381
97 shares of MCDONALDS CORP 28,761 28,761
217 shares of MERCK CO 23,657 23,657
271 shares of MICROSOFT 101,907 101,907
174 shares of NORTHFOLK SOUTHERN CORP 41,130 41,130
288 shares of NUCOR CORP 50,124 50,124
96 shares of NXP SEMI CONDUCTORS 22,049 22,049
103 shares of PEPSI CO 17,494 17,494
512 shares of PFIZER INC 14,740 14,740
170 shares of PNC FINANCIAL SERVICES 26,325 26,325
1175 shares of PPL CORP COM 31,843 31,843
98 shares of PROCTOR AND GAMBLE CO COM 14,361 14,361
45 shares of PROLOGIS INC 5,999 5,999
248 shares of QUALCOMM 35,868 35,868
134 shares of SBA COMMUNICATO CORP 33,994 33,994
63 shares of SERVICENOW INC 44,509 44,509
50 shares of THERMO FISHER SCIENTIFIC INC 26,540 26,540
12 shares of UNITED HEALTH GROUP 6,318 6,318
85 shares of VEEVA SYSTEMS INC 16,364 16,364
1545 shares of VIATRIS INC 16,732 16,732
175 shares of WALMART INC 27,589 27,589
152 shares of WASTE MANAGEMENT INC 27,223 27,223
189 shares of WP CAREY INC 12,249 12,249
130 shares of ZOETIS INC 25,658 25,658
2486 shares of ARK EFT 130,192 130,192
759 shares of CONSUMER DISCRETIONARY SELECT 135,717 135,717
863 shares of GOLDMAN SACHS ETF 80,958 80,958
2818 shares of HEALTHCARE SELECT 384,319 384,319
72 shares of INVESCO EXCH 8,349 8,349
58 shares of INVESCO QQQ 23,752 23,752
3686 shares of I SHARES INC CORE MSCI EMERGEN 186,438 186,438
111 shares of I SHARES M SCI EMR MRK CHINA 6,151 6,151
999 shares of I SHARES TR EAFE 52,048 52,048
147 shares of I SHARES TR U S MED 7,934 7,934
3922 shares of I SHARES TRUST CORE MSCI 275,907 275,907
453 shares of I SHARES TRUST DJ 55,606 55,606
162 shares of I SHARE TRUST DOW JONES 29,032 29,032
340 shares of JP MORGAN EXCHANGE 21,801 21,801
2716 shares of SELECT SECTOR SPDR 197,345 197,345
179 shares of SELECT SECTOR SPDR TR ENERGY 15,007 15,007
1831 shares of SELECT SECTOR SPDR TR TECHNOLOGY 352,431 352,431
1527 shares of VANGUARD INDEX FUND SP 666,994 666,994
1100 shares of VANGUARD MID CAP INDEX FUND 266,140 266,140
837 shares of VANGUARD SMALL CAP INDEX FUND 178,557 178,557
699 shares of VANECK ETF 21,767 21,767
ACCRUED DIVIDENDS 3,059 3,059
GOLDMAN SACHS PUBLIC EQUITY 10,029,460 10,029,460
66 shares of APPLIED MATERIALS INC COM 10,697 10,697
127 shares of ATLASSIAN CORPORATION CL A 30,208 30,208
170 shares of BANK NT BUTTERFIELD COM BMDO 5,442 5,442
42 shares of BERKSHIRE HATHAWAY INC COM 14,980 14,980
208 shares of CAPITAL ONE FINANCIAL CORP COM 27,273 27,273
90 shares of CLEAR SECURE INC COM 1,859 1,859
272 shares of COUPANG 4,404 4,404
2932 shares of DANSKE BANK A/S SPON ADR 39,055 39,055
124 shares of DARLING INGREDIENTS INC 6,180 6,180
193 shares of DBS GROUP HLDGS LTD SPONS ADR 19,543 19,543
43 shares of DEERE CO 17,194 17,194
2687 shares of DELIVERY HERO SE UNSPON ADS EACH 7,201 7,201
97 shares of GENERAC HLDGS INC COM US 20,937 20,937
649 shares of HOLLYSYS AUTOMATION TCHNGY LTD 17,101 17,101
95 shares of IAC INC COM 4,976 4,976
60 shares of IDEX CORP 13,027 13,027
414 shares of JD.COM INC SPON ADS EACH REPR 11,960 11,960
1502 shares of JULIUS BAER GRUPPE AG UNSP ADR EACH 16,770 16,770
167 shares of LIBERTY MEDIA CORP DEL COM SER 9,683 9,683
217 shares of MEITUAN UNSPON ADS EACH 9,118 9,118
80 shares of META PLATFORMS INC CLASS A 28,317 28,317
70 shares of NOAH HOLDINGS LIMITED SPON ADS 967 967
81 shares of NVIDIA CORPORATION COM 40,113 40,113
2264 shares of PING AN INSURANCE GROUP COMPANY 20,421 20,421
3168 shares of PROSUS N.V. SPON ADR EACH 18,850 18,850
54 shares of RIO TINTO ADR EACH REP 1 ORD 4,021 4,021
74 shares of SP GLOBAL INC COM 32,598 32,598
127 shares of TE CONNECTIVITY LTD COM 17,844 17,844
438 shares of TECK RESOURCES 18,514 18,514
552 shares of WELLS FARGO 27,169 27,169
2746 shares of CONSUMER STAPLES SELECT SECTOR 197,794 197,794
219 shares of FRANKLIN TEMPLETON ETF TR 6,130 6,130
154 shares of JP MORGAN EXCHANGE TRADED FD 8,467 8,467
1611 shares of UTILITIES SELECT SECTOR SPDR TR 65,990 65,990
43 shares of AGCO CORP 5,221 5,221
354 shares of AIA GROUP ADR 12,273 12,273
99 shares of ALIGN TECHNOLOGY 27,126 27,126
308 shares of COSTAR GROUP 26,916 26,916
599 shares of KE HLDGS INC SPONSORED 9,710 9,710
132 shares of LOWES COMPANIES INC 29,377 29,377
3 shares of MARKEL GROUP INC COM 4,260 4,260
352 shares of MGM RESORTS INTERNATIONAL 15,727 15,727
398 shares of MONDELEZ INTL INC 28,827 28,827
658 shares of NASPERS SPON ADR 22,227 22,227
40 shares of OWENS CORNING COM 5,929 5,929
172 shares of PROGRESSIVE CORP 27,396 27,396
45 shares of QUEST DIAGNOSTICS INC 6,205 6,205
28 shares of THE CIGNA GROUP 8,385 8,385
550 shares of UBER TECHNOLOGIES 33,864 33,864
215 shares of VERALTO CORP COM 17,686 17,686
13 shares of VISA 3,385 3,385
31 shares of ISHARES TRUST US PHARMACY 5,747 5,747
216 shares of ISHARES TRUST MSCI EUROPE FINANCIALS 4,527 4,527
143 shares of JP MORGAN EXCHANGE TRADED FD NASDAQ 7,140 7,140
596 shares of LATTICE STRATEGIES TR 27,697 27,697
LEVEL RATE MULTIBANK QTTMQ 137,591 137,591

TY 2023 OtherExpensesSchedule
Name:
THE CHESAPEAKE CHARITABLE FOUNDATION
EIN:
32-6321709
Software ID:
23017659
Software Version:
23.1.0.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER MISCELLANEOUS EXPENDITURE 8 4   2
INSURANCE 575 288   144
OFFICE EXPENSE 705 353   176
PAYROLL FEE 1,763 881   441


TY 2023 OtherIncomeSchedule2
Name:
THE CHESAPEAKE CHARITABLE FOUNDATION
EIN:
32-6321709
Software ID:
23017659
Software Version:
23.1.0.0
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
INCOME FROM CORPORATE ACTIONS 48 48  


TY 2023 OtherIncreasesSchedule
Name:
THE CHESAPEAKE CHARITABLE FOUNDATION
EIN:
32-6321709
Software ID:
23017659
Software Version:
23.1.0.0
Description Amount
UNREALIZED GAIN TRUIST 990,003
UNREALIZED GAIN GOLDMAN SACHS EQUITY 6,378,712


TY 2023 OtherProfessionalFeesSchedule
Name:
THE CHESAPEAKE CHARITABLE FOUNDATION
EIN:
32-6321709
Software ID:
23017659
Software Version:
23.1.0.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BBT INVESTMENT ADVISOR FEES 40,893 40,893    


TY 2023 SubstantialContributorsSch
Name:
THE CHESAPEAKE CHARITABLE FOUNDATION
EIN:
32-6321709
Software ID:
23017659
Software Version:
23.1.0.0
Name Address
GRACE V LEAHY 2575 SOUTH BAYSHORE DRIVE APT 12A
MIAMI,FL33133


TY 2023 TaxesSchedule
Name:
THE CHESAPEAKE CHARITABLE FOUNDATION
EIN:
32-6321709
Software ID:
23017659
Software Version:
23.1.0.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 1,044 1,044