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
STATESIR FAMILY CHARITABLE FDN
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1532
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PENNINGTON, NJ08534
A Employer identification number

81-2548411
B Telephone number (see instructions)

(212) 852-3049
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$2,596,442J 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) 100,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 73,237 72,158  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -566
b Gross sales price for all assets on line 6a 279,532
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........ 172,671 72,158  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 20,261 8,105   12,157
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).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,232 14   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.......... 21,493 8,119 0 12,157
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 21,493 8,119 0 12,157
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 151,178
b Net investment income (if negative, enter -0-) 64,039
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............. 2,677 3,142 3,142
2 Savings and temporary cash investments......... 73,068 122,054 122,054
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)....... 1,492,455 Click to see attachment
List of Attached Documents:
// Content
1,591,493 		1,990,209
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).......... 471,799 Click to see attachment
List of Attached Documents:
// Content
473,529 		481,037
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) 2,039,999 2,190,218 2,596,442
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........ 2,039,999 2,190,218
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)..... 2,039,999 2,190,218
30 Total liabilities and net assets/fund balances (see instructions). 2,039,999 2,190,218
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
2,039,999
2
Enter amount from Part I, line 27a .....................
2
151,178
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,191,177
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
959
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,190,218
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 9. BLACKROCK INC   2019-03-13 2023-01-20
b 3. MICROSOFT CORP COM   2019-08-02 2023-01-20
c 14. MICROSOFT CORP COM   2019-06-04 2023-01-20
d 10. MICROSOFT CORP COM   2019-05-02 2023-01-20
e 1. MICROSOFT CORP COM   2019-04-02 2023-01-20
4. MICROSOFT CORP COM   2019-07-02 2023-01-20
15. QUALCOMM INC   2020-08-26 2023-01-20
26. QUALCOMM INC   2020-08-27 2023-01-20
3. BLACKROCK INC   2019-03-13 2023-01-23
6. BLACKROCK INC   2019-03-13 2023-02-07
7. MICROSOFT CORP COM   2019-08-02 2023-02-07
6. MICROSOFT CORP COM   2019-09-04 2023-02-07
1. MICROSOFT CORP COM   2019-10-02 2023-02-07
29. QUALCOMM INC   2020-08-27 2023-02-07
1. BLACKROCK INC   2019-03-20 2023-02-22
1. BLACKROCK INC   2019-05-02 2023-02-22
1. BLACKROCK INC   2019-06-04 2023-02-22
3. BLACKROCK INC   2019-06-06 2023-02-22
16. FIDELITY NATL INFO SVCS   2022-06-17 2023-02-22
69. FIDELITY NATL INFO SVCS   2022-06-14 2023-02-22
23. FIDELITY NATL INFO SVCS   2022-06-17 2023-02-23
2. AMERICAN TOWER REIT INC   2021-03-19 2023-03-02
14. AMERICAN TOWER REIT INC   2021-03-18 2023-03-02
1. AMERICAN TOWER REIT INC   2021-05-06 2023-03-02
50. STARBUCKS CORP   2019-03-13 2023-03-02
1. BLACKROCK INC   2019-07-02 2023-03-10
2. BLACKROCK INC   2019-07-10 2023-03-10
3. BLACKROCK INC   2019-06-06 2023-03-10
58. MEDTRONIC PLC SHS   2019-03-13 2023-03-10
1. AMERICAN TOWER REIT INC   2021-05-06 2023-03-15
2. AMERICAN TOWER REIT INC   2021-10-04 2023-03-15
1. AMERICAN TOWER REIT INC   2021-07-02 2023-03-15
12. AMERICAN TOWER REIT INC   2021-05-18 2023-03-15
4. AMERICAN TOWER REIT INC   2021-05-17 2023-03-15
1. AMERICAN TOWER REIT INC   2021-06-02 2023-03-15
2. BLACKROCK INC   2019-07-11 2023-03-15
5. FIDELITY NATL INFO SVCS   2022-07-06 2023-03-15
19. FIDELITY NATL INFO SVCS   2022-07-21 2023-03-15
32. FIDELITY NATL INFO SVCS   2022-07-22 2023-03-15
3. FIDELITY NATL INFO SVCS   2022-06-23 2023-03-15
6. FIDELITY NATL INFO SVCS   2022-06-17 2023-03-15
23. FIDELITY NATL INFO SVCS   2022-08-30 2023-03-15
4. AMERICAN TOWER REIT INC   2022-09-02 2023-03-16
2. AMERICAN TOWER REIT INC   2022-11-02 2023-03-16
2. AMERICAN TOWER REIT INC   2022-07-06 2023-03-16
2. AMERICAN TOWER REIT INC   2022-06-02 2023-03-16
4. AMERICAN TOWER REIT INC   2022-03-02 2023-03-16
3. AMERICAN TOWER REIT INC   2022-02-02 2023-03-16
34. FIDELITY NATL INFO SVCS   2022-08-30 2023-03-16
6. FIDELITY NATL INFO SVCS   2022-09-02 2023-03-16
6. FIDELITY NATL INFO SVCS   2022-11-02 2023-03-16
5. BLACKROCK INC   2020-03-18 2023-05-19
1. BLACKROCK INC   2020-10-02 2023-05-19
1. BLACKROCK INC   2021-03-02 2023-05-19
2. BLACKROCK INC   2020-03-04 2023-05-19
1. BLACKROCK INC   2021-06-02 2023-05-19
1. BLACKROCK INC   2021-10-04 2023-05-19
2. BLACKROCK INC   2019-09-04 2023-05-19
1. BLACKROCK INC   2020-03-16 2023-05-19
1. BLACKROCK INC   2021-07-02 2023-05-19
1. BLACKROCK INC   2019-12-03 2023-05-19
1. BLACKROCK INC   2019-10-02 2023-05-19
1. BLACKROCK INC   2019-08-02 2023-05-19
1. BLACKROCK INC   2019-07-11 2023-05-19
2. BLACKROCK INC   2021-01-05 2023-05-19
1. BLACKROCK INC   2020-01-03 2023-05-19
6. BLACKROCK INC   2022-06-06 2023-05-22
1. BLACKROCK INC   2023-01-04 2023-05-22
1. BLACKROCK INC   2022-11-02 2023-05-22
2. BLACKROCK INC   2022-07-06 2023-05-22
2. BLACKROCK INC   2022-01-24 2023-05-22
1. BLACKROCK INC   2022-06-02 2023-05-22
1. BLACKROCK INC   2022-05-03 2023-05-22
12. CROWN CASTLE INTERNATIONAL CORP   2018-04-23 2023-06-02
3. CROWN CASTLE INTERNATIONAL CORP   2018-04-05 2023-06-02
6. CROWN CASTLE INTERNATIONAL CORP   2018-03-26 2023-06-02
3. CROWN CASTLE INTERNATIONAL CORP   2018-04-01 2023-06-02
15. CROWN CASTLE INTERNATIONAL CORP   2018-04-24 2023-06-02
4. MEDTRONIC PLC SHS   2019-08-02 2023-06-02
4. MEDTRONIC PLC SHS   2019-04-02 2023-06-02
40. MEDTRONIC PLC SHS   2019-03-13 2023-06-02
3. MEDTRONIC PLC SHS   2019-03-20 2023-06-02
5. MEDTRONIC PLC SHS   2019-05-02 2023-06-02
6. MEDTRONIC PLC SHS   2019-06-04 2023-06-02
4. CROWN CASTLE INTERNATIONAL CORP   2018-04-24 2023-06-05
6. BROADCOM INC   2019-01-28 2023-06-20
345. TRUIST FINL CORP   2019-03-13 2023-06-20
2. AUTOMATIC DATA PROCESSING INC   2019-03-13 2023-06-26
3. CHEVRONTEXACO CORP   2018-10-18 2023-06-26
3. CISCO SYSTEMS INC   2018-11-29 2023-06-26
11. CORNING INC COM   2022-01-24 2023-06-26
9. CORNING INC COM   2021-10-04 2023-06-26
2. CROWN CASTLE INTERNATIONAL CORP   2018-04-24 2023-06-26
4. EVERSOURCE ENERGY   2019-04-05 2023-06-26
2. EVERSOURCE ENERGY   2019-04-08 2023-06-26
1. EXXON MOBIL CORP   2023-01-20 2023-06-26
2. FASTENAL CO   2023-06-02 2023-06-26
2. HOME DEPOT INC/THE   2019-03-13 2023-06-26
1. ILLINOIS TOOL WORKS INC   2019-03-13 2023-06-26
6. KEURIG DR PEPPER INC   2022-02-03 2023-06-26
2. ELI LILLY & CO   2019-03-13 2023-06-26
5. PNC FINANCIAL SERVICES GROUP INC/THE   2019-07-31 2023-06-26
8. PAYCHEX INC   2019-03-13 2023-06-26
6. PHILLIPS 66   2020-07-02 2023-06-26
7. PROLOGIS INC   2019-06-13 2023-06-26
2. QUALCOMM INC   2020-08-27 2023-06-26
5. REALTY INCOME CORP   2019-03-20 2023-06-26
7. SEMPRA ENERGY   2019-03-13 2023-06-26
4. STARBUCKS CORP   2019-03-13 2023-06-26
12. TEXAS INSTRUMENTS INC   2019-03-13 2023-06-26
13. US BANCORP DEL   2019-03-13 2023-06-26
7. UNITED PARCEL SERVICE INC   2020-11-30 2023-06-26
352. WELLS FARGO ULTRA SHORT-TERM INCOME FUND   2017-11-08 2023-06-26
26. WILLIAMS COS INC/THE   2022-08-15 2023-06-26
11. EATON CORP PLC   2020-02-06 2023-06-26
6. BROADCOM INC   2019-01-28 2023-07-06
1. BROADCOM INC   2019-03-04 2023-07-18
1. BROADCOM INC   2019-02-05 2023-07-18
6. BROADCOM INC   2019-01-28 2023-07-18
7. TRUIST FINL CORP   2019-09-04 2023-07-28
12. TRUIST FINL CORP   2019-07-02 2023-07-28
20. TRUIST FINL CORP   2019-12-03 2023-07-28
19. TRUIST FINL CORP   2019-10-02 2023-07-28
94. TRUIST FINL CORP   2019-03-13 2023-07-28
15. TRUIST FINL CORP   2019-03-20 2023-07-28
8. TRUIST FINL CORP   2019-04-02 2023-07-28
10. TRUIST FINL CORP   2019-05-02 2023-07-28
17. TRUIST FINL CORP   2019-06-04 2023-07-28
14. TRUIST FINL CORP   2019-08-02 2023-07-28
2. TRUIST FINL CORP   2020-01-03 2023-07-28
12. TRUIST FINL CORP   2020-01-03 2023-07-31
42. TRUIST FINL CORP   2020-03-04 2023-07-31
42. TRUIST FINL CORP   2020-06-19 2023-07-31
19. TRUIST FINL CORP   2020-09-02 2023-07-31
1. BROADCOM INC   2019-03-04 2023-08-09
1. BROADCOM INC   2019-03-20 2023-08-09
1. BROADCOM INC   2019-05-02 2023-08-09
2. BROADCOM INC   2019-08-02 2023-08-09
1. BROADCOM INC   2019-09-19 2023-08-09
39. TRUIST FINL CORP   2020-11-04 2023-08-09
28. TRUIST FINL CORP   2020-10-02 2023-08-09
13. TRUIST FINL CORP   2022-04-04 2023-08-09
10. TRUIST FINL CORP   2022-04-26 2023-08-09
9. TRUIST FINL CORP   2020-09-02 2023-08-09
32. TRUIST FINL CORP   2022-02-02 2023-08-09
11. TRUIST FINL CORP   2022-01-24 2023-08-09
8. TRUIST FINL CORP   2021-10-04 2023-08-09
3. TRUIST FINL CORP   2021-09-02 2023-08-09
9. TRUIST FINL CORP   2021-07-02 2023-08-09
5. TRUIST FINL CORP   2021-05-06 2023-08-09
28. TRUIST FINL CORP   2022-05-02 2023-08-10
75. TRUIST FINL CORP   2022-04-26 2023-08-10
36. TRUIST FINL CORP   2022-05-03 2023-08-10
12. CROWN CASTLE INTERNATIONAL CORP   2018-04-25 2023-08-17
1. CROWN CASTLE INTERNATIONAL CORP   2018-10-02 2023-08-17
7. CROWN CASTLE INTERNATIONAL CORP   2018-09-06 2023-08-17
3. CROWN CASTLE INTERNATIONAL CORP   2018-06-29 2023-08-17
12. CROWN CASTLE INTERNATIONAL CORP   2018-04-26 2023-08-17
20. CROWN CASTLE INTERNATIONAL CORP   2018-04-24 2023-08-17
29. TRUIST FINL CORP   2022-05-03 2023-08-17
41. TRUIST FINL CORP   2022-06-23 2023-08-17
14. TRUIST FINL CORP   2022-07-06 2023-08-17
34. TRUIST FINL CORP   2022-07-21 2023-08-17
44. TRUIST FINL CORP   2022-07-22 2023-08-17
20. TRUIST FINL CORP   2022-10-07 2023-08-18
12. TRUIST FINL CORP   2022-11-02 2023-08-18
2. TRUIST FINL CORP   2023-06-26 2023-08-18
21. TRUIST FINL CORP   2022-07-22 2023-08-18
58. TRUIST FINL CORP   2023-03-02 2023-08-18
16. TRUIST FINL CORP   2023-04-04 2023-08-18
2. CROWN CASTLE INTERNATIONAL CORP   2018-11-02 2023-08-28
4. CROWN CASTLE INTERNATIONAL CORP   2018-10-02 2023-08-28
2. CROWN CASTLE INTERNATIONAL CORP   2019-09-04 2023-08-29
5. CROWN CASTLE INTERNATIONAL CORP   2019-06-04 2023-08-29
3. CROWN CASTLE INTERNATIONAL CORP   2019-05-02 2023-08-29
4. CROWN CASTLE INTERNATIONAL CORP   2019-04-02 2023-08-29
7. CROWN CASTLE INTERNATIONAL CORP   2019-03-20 2023-08-29
5. CROWN CASTLE INTERNATIONAL CORP   2019-03-04 2023-08-29
7. CROWN CASTLE INTERNATIONAL CORP   2018-11-02 2023-08-29
40. ABBOTT LABORATORIES   2019-03-13 2023-09-11
6. CROWN CASTLE INTERNATIONAL CORP   2019-09-04 2023-09-11
9. CROWN CASTLE INTERNATIONAL CORP   2019-11-04 2023-09-11
1. CROWN CASTLE INTERNATIONAL CORP   2020-01-03 2023-09-11
16. QUALCOMM INC   2020-09-17 2023-09-11
21. QUALCOMM INC   2020-09-11 2023-09-11
7. QUALCOMM INC   2020-08-27 2023-09-11
17. ABBOTT LABORATORIES   2019-03-13 2023-09-12
11. CROWN CASTLE INTERNATIONAL CORP   2020-04-02 2023-09-12
3. CROWN CASTLE INTERNATIONAL CORP   2020-10-02 2023-09-12
13. CROWN CASTLE INTERNATIONAL CORP   2020-07-02 2023-09-12
2. CROWN CASTLE INTERNATIONAL CORP   2020-01-03 2023-09-12
4. CROWN CASTLE INTERNATIONAL CORP   2020-03-04 2023-09-12
8. CROWN CASTLE INTERNATIONAL CORP   2020-02-04 2023-09-12
12. ABBOTT LABORATORIES   2019-03-13 2023-09-19
2. CROWN CASTLE INTERNATIONAL CORP   2021-02-02 2023-09-19
5. CROWN CASTLE INTERNATIONAL CORP   2021-01-05 2023-09-19
1. MEDTRONIC PLC SHS   2019-08-02 2023-09-19
8. MEDTRONIC PLC SHS   2020-03-04 2023-09-19
18. MEDTRONIC PLC SHS   2020-06-02 2023-09-19
32. ABBOTT LABORATORIES   2019-03-13 2023-09-20
1. CROWN CASTLE INTERNATIONAL CORP   2021-06-02 2023-09-20
4. CROWN CASTLE INTERNATIONAL CORP   2022-11-02 2023-09-20
5. CROWN CASTLE INTERNATIONAL CORP   2021-02-02 2023-09-20
4. CROWN CASTLE INTERNATIONAL CORP   2021-05-06 2023-09-20
10. CROWN CASTLE INTERNATIONAL CORP   2022-09-02 2023-09-20
5. CROWN CASTLE INTERNATIONAL CORP   2022-04-04 2023-09-20
3. CROWN CASTLE INTERNATIONAL CORP   2021-07-02 2023-09-20
4. CROWN CASTLE INTERNATIONAL CORP   2021-09-02 2023-09-20
4. CROWN CASTLE INTERNATIONAL CORP   2021-12-06 2023-09-20
4. CROWN CASTLE INTERNATIONAL CORP   2022-03-02 2023-09-20
10. CROWN CASTLE INTERNATIONAL CORP   2022-06-02 2023-09-20
2. CROWN CASTLE INTERNATIONAL CORP   2021-08-05 2023-09-20
48. MEDTRONIC PLC SHS   2022-01-24 2023-09-20
76. MEDTRONIC PLC SHS   2022-01-24 2023-10-16
43. ABBOTT LABORATORIES   2019-03-13 2023-10-19
5. MEDTRONIC PLC SHS   2023-02-02 2023-10-19
3. MEDTRONIC PLC SHS   2022-11-02 2023-10-19
7. MEDTRONIC PLC SHS   2022-09-02 2023-10-19
13. MEDTRONIC PLC SHS   2022-06-23 2023-10-19
1. MEDTRONIC PLC SHS   2023-06-26 2023-10-19
70. MEDTRONIC PLC SHS   2022-01-24 2023-10-19
6. MEDTRONIC PLC SHS   2022-04-04 2023-10-19
4. MEDTRONIC PLC SHS   2022-02-02 2023-10-19
5. MEDTRONIC PLC SHS   2022-06-02 2023-10-19
2. UNITED PARCEL SERVICE INC   2021-05-03 2023-11-10
2. UNITED PARCEL SERVICE INC   2021-04-30 2023-11-10
7. UNITED PARCEL SERVICE INC   2020-12-01 2023-11-10
23. UNITED PARCEL SERVICE INC   2020-11-30 2023-11-10
2. PROLOGIS INC   2019-06-13 2023-12-08
15. PROLOGIS INC   2019-06-14 2023-12-08
5. PROLOGIS INC   2019-06-20 2023-12-08
2. BROADCOM INC   2019-12-03 2023-12-14
1. BROADCOM INC   2019-12-20 2023-12-14
5. BROADCOM INC   2019-09-19 2023-12-14
17. PROLOGIS INC   2019-06-20 2023-12-14
7. PROLOGIS INC   2019-06-21 2023-12-14
5. PROLOGIS INC   2019-09-04 2023-12-14
5. PROLOGIS INC   2020-02-04 2023-12-14
45. RAYTHEON TECHNOLOGIES   2022-12-16 2023-12-14
21. RAYTHEON TECHNOLOGIES   2022-12-19 2023-12-14
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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    
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    
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    
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    
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    
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 6,671   3,887 2,784
b 718   409 309
c 3,350   1,715 1,635
d 2,393   1,268 1,125
e 239   119 120
957   544 413
1,826   1,739 87
3,165   3,027 138
2,216   1,296 920
4,422   2,591 1,831
1,833   954 879
1,571   822 749
262   135 127
3,864   3,376 488
690   428 262
690   476 214
690   431 259
2,071   1,319 752
1,072   1,473 -401
4,621   6,635 -2,014
1,528   2,117 -589
389   446 -57
2,723   3,115 -392
195   245 -50
5,096   3,539 1,557
639   470 169
1,277   951 326
1,916   1,319 597
4,485   5,413 -928
202   245 -43
404   526 -122
202   272 -70
2,424   2,931 -507
808   984 -176
202   260 -58
1,261   956 305
258   473 -215
979   1,874 -895
1,649   3,168 -1,519
155   275 -120
309   552 -243
1,185   2,147 -962
815   1,026 -211
408   407 1
408   517 -109
408   512 -104
815   922 -107
612   757 -145
1,692   3,173 -1,481
299   550 -251
299   489 -190
3,350   1,810 1,540
670   568 102
670   715 -45
1,340   969 371
670   883 -213
670   823 -153
1,340   828 512
670   360 310
670   886 -216
670   481 189
670   424 246
670   447 223
670   478 192
1,340   1,416 -76
670   504 166
4,033   4,061 -28
672   720 -48
672   650 22
1,344   1,234 110
1,344   1,538 -194
672   670 2
672   639 33
1,368   1,148 220
342   342  
684   611 73
342   336 6
1,710   1,448 262
334   410 -76
334   361 -27
3,344   3,733 -389
251   275 -24
418   443 -25
502   566 -64
455   386 69
5,223   1,598 3,625
10,811   17,245 -6,434
430   307 123
463   352 111
151   142 9
377   381 -4
308   330 -22
221   192 29
282   284 -2
141   141  
105   113 -8
115   110 5
612   365 247
244   145 99
186   233 -47
904   248 656
620   713 -93
880   629 251
552   416 136
831   558 273
233   233  
298   331 -33
1,020   870 150
393   283 110
2,033   1,293 740
419   670 -251
1,207   1,189 18
2,992   2,985 7
809   869 -60
2,158   1,127 1,031
5,084   1,598 3,486
901   273 628
901   272 629
5,407   1,598 3,809
231   331 -100
396   589 -193
660   1,064 -404
627   983 -356
3,101   4,699 -1,598
495   729 -234
264   387 -123
330   505 -175
561   826 -265
462   690 -228
66   112 -46
397   672 -275
1,390   1,934 -544
1,390   1,668 -278
629   743 -114
865   273 592
865   291 574
865   317 548
1,729   559 1,170
865   290 575
1,237   1,665 -428
888   1,077 -189
412   713 -301
317   509 -192
285   352 -67
1,015   2,035 -1,020
349   665 -316
254   481 -227
95   171 -76
285   503 -218
159   300 -141
872   1,368 -496
2,336   3,819 -1,483
1,121   1,793 -672
1,206   1,147 59
101   101  
704   734 -30
302   294 8
1,206   1,151 55
2,010   1,920 90
840   1,444 -604
1,188   1,899 -711
406   670 -264
985   1,635 -650
1,274   2,121 -847
574   882 -308
345   532 -187
57   60 -3
603   1,012 -409
1,666   2,642 -976
460   508 -48
200   200  
400   406 -6
201   281 -80
503   615 -112
302   349 -47
403   475 -72
704   817 -113
503   551 -48
704   698 6
4,101   3,159 942
593   843 -250
889   1,158 -269
99   135 -36
1,768   1,821 -53
2,321   2,391 -70
774   815 -41
1,734   1,343 391
1,069   1,472 -403
291   487 -196
1,263   2,135 -872
194   270 -76
389   619 -230
777   1,152 -375
1,209   948 261
194   319 -125
485   750 -265
83   102 -19
661   813 -152
1,487   1,747 -260
3,228   2,528 700
97   187 -90
389   512 -123
487   796 -309
389   702 -313
974   1,690 -716
487   931 -444
292   571 -279
389   764 -375
389   736 -347
389   676 -287
974   1,827 -853
195   378 -183
3,959   4,850 -891
5,464   7,680 -2,216
4,060   3,396 664
362   434 -72
217   261 -44
506   623 -117
941   1,150 -209
72   87 -15
5,065   7,074 -2,009
434   668 -234
289   408 -119
362   492 -130
274   422 -148
274   408 -134
959   1,211 -252
3,152   3,906 -754
238   159 79
1,783   1,202 581
594   413 181
2,218   609 1,609
1,109   318 791
5,544   1,452 4,092
2,274   1,403 871
936   573 363
669   426 243
669   464 205
3,689   4,377 -688
1,721   2,067 -346
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
      71
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       2,784
b       309
c       1,635
d       1,125
e       120
      413
      87
      138
      920
      1,831
      879
      749
      127
      488
      262
      214
      259
      752
      -401
      -2,014
      -589
      -57
      -392
      -50
      1,557
      169
      326
      597
      -928
      -43
      -122
      -70
      -507
      -176
      -58
      305
      -215
      -895
      -1,519
      -120
      -243
      -962
      -211
      1
      -109
      -104
      -107
      -145
      -1,481
      -251
      -190
      1,540
      102
      -45
      371
      -213
      -153
      512
      310
      -216
      189
      246
      223
      192
      -76
      166
      -28
      -48
      22
      110
      -194
      2
      33
      220
       
      73
      6
      262
      -76
      -27
      -389
      -24
      -25
      -64
      69
      3,625
      -6,434
      123
      111
      9
      -4
      -22
      29
      -2
       
      -8
      5
      247
      99
      -47
      656
      -93
      251
      136
      273
       
      -33
      150
      110
      740
      -251
      18
      7
      -60
      1,031
      3,486
      628
      629
      3,809
      -100
      -193
      -404
      -356
      -1,598
      -234
      -123
      -175
      -265
      -228
      -46
      -275
      -544
      -278
      -114
      592
      574
      548
      1,170
      575
      -428
      -189
      -301
      -192
      -67
      -1,020
      -316
      -227
      -76
      -218
      -141
      -496
      -1,483
      -672
      59
       
      -30
      8
      55
      90
      -604
      -711
      -264
      -650
      -847
      -308
      -187
      -3
      -409
      -976
      -48
       
      -6
      -80
      -112
      -47
      -72
      -113
      -48
      6
      942
      -250
      -269
      -36
      -53
      -70
      -41
      391
      -403
      -196
      -872
      -76
      -230
      -375
      261
      -125
      -265
      -19
      -152
      -260
      700
      -90
      -123
      -309
      -313
      -716
      -444
      -279
      -375
      -347
      -287
      -853
      -183
      -891
      -2,216
      664
      -72
      -44
      -117
      -209
      -15
      -2,009
      -234
      -119
      -130
      -148
      -134
      -252
      -754
      79
      581
      181
      1,609
      791
      4,092
      871
      363
      243
      205
      -688
      -346
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 -566
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) 1 890
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........................... 3 890
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- ..... 5 890
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 934
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.............. 7 934
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 44
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow44 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 arrowNJ
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
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowBANK OF AMERICA NA Telephone no.right arrow (212) 852-3049

Located atright arrowPO BOX 1532PENNINGTONNJ 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)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
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
AUDREY C STATESIR CO-TRUSTEE
2 		0    
PO BOX 1532
PENNINGTON,NJ08534
JOHN STATESIR JR CO-TRUSTEE
2 		0    
PO BOX 1532
PENNINGTON,NJ08534
BANK OF AMERICA N A CO-TRUSTEE
2 		20,261    
PO BOX 1532
PENNINGTON,NJ08534
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
2,341,480
b
Average of monthly cash balances.......................
1b
107,397
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,448,877
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
2,448,877
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
36,733
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,412,144
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
120,607
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
120,607
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
890
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
890
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
119,717
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
119,717
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
119,717
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
12,157
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
12,157
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 7 119,717
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 644,772
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 644,772
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 12,157
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 12,157
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 107,560 107,560
(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 5 537,212
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 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		537,212
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).)
JOHN L STATESIR AUDREY C STATE
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.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (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
Total .................................right arrow 3a  
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 73,237  
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 -566  
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) ..   72,671  
13Total. Add line 12, columns (b), (d), and (e)..................
13
72,671
(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
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
STATESIR FAMILY CHARITABLE FDN
 
Employer identification number

81-2548411
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
STATESIR FAMILY CHARITABLE FDN
  		Employer identification number
81-2548411
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 L AND AUDREY C STATESIR
PO BOX 1532
 
PENNINGTON, NJ08534

$ 100,000


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
(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
STATESIR FAMILY CHARITABLE FDN
  		Employer identification number

81-2548411
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
STATESIR FAMILY CHARITABLE FDN
  		Employer identification number

81-2548411
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:  
Software Version:  

TY 2023 InvestmentsCorpStockSchedule
Name:
STATESIR FAMILY CHARITABLE FDN
EIN:
81-2548411
Name of Stock End of Year Book Value End of Year Fair Market Value
580135101 MC DONALDS CORPORATI 47,485 64,936
11135F101 BROADCOM INC 40,604 112,741
17275R102 CISCO SYSTEMS INC 32,504 34,303
166764100 CHEVRONTEXACO CORP 53,206 62,349
713448108 PEPSICO INC 57,889 72,012
009158106 AIR PRODUCTS & CHEMI 54,091 64,069
22822V101 CROWN CASTLE INTERNA    
539830109 LOCKHEED MARTIN CORP 35,715 44,871
718546104 PHILLIPS 66 27,589 37,679
902973304 US BANCORP DEL 57,308 55,745
65339F101 NEXTERA ENERGY INC 47,458 48,531
452308109 ILLINOIS TOOL WORKS 21,300 33,004
532457108 ELI LILLY & CO 24,705 84,523
594918104 MICROSOFT CORP COM 25,616 41,740
693475105 PNC FINANCIAL SERVIC 57,600 57,295
053015103 AUTOMATIC DATA PROCE 29,754 40,071
571748102 MARSH & MCLENNAN COS 30,873 54,567
609207105 MONDELEZ INTERNATION 63,500 79,166
816851109 SEMPRA ENERGY 44,790 50,293
89832Q109 TRUIST FINL CORP    
002824100 ABBOTT LABORATORIES 16,271 18,162
09247X101 BLACKROCK INC    
30040W108 EVERSOURCE ENERGY 17,272 13,146
855244109 STARBUCKS CORP 47,519 52,998
882508104 TEXAS INSTRUMENTS IN 36,579 48,240
G5960L103 MEDTRONIC PLC SHS    
74340W103 PROLOGIS INC 36,521 44,656
437076102 HOME DEPOT INC/THE 33,597 51,983
756109104 REALTY INCOME CORP 48,372 44,443
92939U106 WEC ENERGY GROUP INC 22,710 22,053
704326107 PAYCHEX INC 19,330 27,157
747525103 QUALCOMM INC 22,450 24,153
03027X100 AMERICAN TOWER REIT    
742718109 PROCTER & GAMBLE CO/ 61,595 66,676
911312106 UNITED PARCEL SERVIC 42,258 32,861
00287Y109 ABBVIE INC 54,461 80,584
G29183103 EATON CORP PLC 33,285 60,687
58933Y105 MERCK AND CO INC SHS 58,880 82,419
219350105 CORNING INC COM 25,918 22,655
75513E101 RAYTHEON TECHNOLOGIE 20,194 17,249
969457100 WILLIAMS COS INC/THE 41,056 42,562
49271V100 KEURIG DR PEPPER INC 41,491 37,818
49456B101 KINDER MORGAN INC/DE 16,078 16,052
31620M106 FIDELITY NATL INFO S    
031162100 AMGEN INC 12,049 12,385
12572Q105 CME GROUP INC 9,905 9,898
24703L202 DELL TECHNOLOGIES IN 9,786 10,404
30231G102 EXXON MOBIL CORP 19,132 16,897
311900104 FASTENAL CO 11,454 13,343
7591EP100 REGIONS FINANCIAL CO 9,677 9,302
89417E109 TRAVELERS COS INC/TH 41,773 43,813
G51502105 JOHNSON CTLS INTL PL 10,053 8,358
N6596X109 NXP SEMICONDUCTORS N 19,840 21,360

TY 2023 InvestmentsOtherSchedule2
Name:
STATESIR FAMILY CHARITABLE FDN
EIN:
81-2548411
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
949917744 WELLS FARGO ULTRA SH AT COST 473,529 481,037

TY 2023 OtherDecreasesSchedule
Name:
STATESIR FAMILY CHARITABLE FDN
EIN:
81-2548411
Description Amount
PY ROC ADJ 676
COST BASIS ADJ 283


TY 2023 SubstantialContributorsSch
Name:
STATESIR FAMILY CHARITABLE FDN
EIN:
81-2548411
Name Address
JOHN L AND AUDREY C STATESIR PO BOX 1532
PENNINGTON,NJ08534


TY 2023 TaxesSchedule
Name:
STATESIR FAMILY CHARITABLE FDN
EIN:
81-2548411
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 14 14   0
FEDERAL TAX PAYMENT - PRIOR YE 284 0   0
FEDERAL ESTIMATES - PRINCIPAL 934 0   0