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
AP Kirby Jr Foundation Inc
 
Number and street (or P.O. box number if mail is not delivered to street address)14 East Main Street PO Box 90
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Mendham, NJ07945
A Employer identification number

22-2922817
B Telephone number (see instructions)

(973) 543-2200
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$132,598,816
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 18,178,192
2 Check right arrow.............
3 Interest on savings and temporary cash investments 147,344 147,344  
4 Dividends and interest from securities... 2,647,983 2,647,983  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,590,721
b Gross sales price for all assets on line 6a 17,667,718
7 Capital gain net income (from Part IV, line 2)... 2,590,721
8 Net short-term capital gain......... 1,145,511
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........ 23,564,240 5,386,048 1,145,511
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 2,500 125   2,375
14 Other employee salaries and wages...... 155,976 7,799   148,177
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 3,430 171   3,259
c Other professional fees (attach schedule).... 186,081 186,081    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 108,067 19,125   14,659
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 29,860 1,522   28,338
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 17,250 1,071   16,179
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 503,164 215,894   212,987
25 Contributions, gifts, grants paid....... 5,456,157 5,456,157
26 Total expenses and disbursements. Add lines 24 and 25 5,959,321 215,894   5,669,144
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 17,604,919
b Net investment income (if negative, enter -0-) 5,170,154
c Adjusted net income (if negative, enter -0-)... 1,145,511
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............. 11,467 11,863 11,863
2 Savings and temporary cash investments......... 482,974 2,179,922 2,179,922
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) 526,813    
b Investments—corporate stock (attach schedule)....... 72,491,899 Click to see attachment
List of Attached Documents:
// Content
88,926,287
130,407,031
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) 73,513,153 91,118,072 132,598,816
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........... 73,513,153 91,118,072
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)..... 73,513,153 91,118,072
30 Total liabilities and net assets/fund balances (see instructions). 73,513,153 91,118,072
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
73,513,153
2
Enter amount from Part I, line 27a .....................
2
17,604,919
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
91,118,072
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
91,118,072
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 Capital Gain Distributions P 2021-01-01 2023-12-31
b Publicly Traded Securities - Short Term P 2023-01-01 2023-12-31
c Publicly Traded Securities - Long Term P 2001-01-01 2023-12-31
d 108 Shs Vontier Corp P 2008-03-25 2023-11-28
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 21,527     21,527
b 5,009,845   3,864,334 1,145,511
c 12,632,727   11,209,591 1,423,136
d 3,619   3,072 547
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       21,527
b       1,145,511
c       1,423,136
d       547
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 2,590,721
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 1,145,511
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 71,865
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 71,865
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 71,865
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 72,000
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.............. 7 72,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 1
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 10 134
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow134 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 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. ...............................
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 arrowFoundation Telephone no.right arrow (973) 543-2200

Located atright arrow14 East Main Street PO Box 90MendhamNJ ZIP+4right arrow07945
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
 
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
Milan S Kirby Chairman
0.00
0    
14 East Main St PO Box 90
Mendham,NJ07945
Jessie K Lee Trustee
0.00
0    
14 East Main St PO Box 90
Mendham,NJ07945
Slater B Kirby Treasurer
0.00
0    
14 East Main St PO Box 90
Mendham,NJ07945
Coray S Kirby Secretary
0.00
0    
14 East Main St PO Box 90
Mendham,NJ07945
Carl O Helstrom Trustee
5.00
2,500    
14 East Main St PO Box 90
Mendham,NJ07945
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
Margo Snyder Manager
40.00
89,838    
222 Route 46
Vienna,NJ07880
Hope Fleming Secretary
40.00
56,426    
6 Marliene Road
Long Valley,NJ07853
Kenneth Moeri Maintenance
8.00
9,712    
46 Long Valley Blvd
Long Valley,NJ07853
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  
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
110,601,130
b
Average of monthly cash balances.......................
1b
2,088,250
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
112,689,380
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
 
3
Subtract line 2 from line 1d.........................
3
112,689,380
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,690,341
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
110,999,039
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
5,549,952
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
5,549,952
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
71,865
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
71,865
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
5,478,087
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
5,478,087
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
5,478,087
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
5,669,144
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
5,669,144
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 5,478,087
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...... 49,037
c From 2020......  
d From 2021......  
e From 2022...... 145,531
f Total of lines 3a through e ........ 194,568
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 5,669,144
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)........
0
d Applied to 2023 distributable amount..... 5,478,087
e Remaining amount distributed out of corpus 191,057
5 Excess distributions carryover applied to 2023.    
(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 5 385,625
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 ......
385,625
10 Analysis of line 9:
a Excess from 2019.... 49,037
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022.... 145,531
e Excess from 2023.... 191,057
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 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
American Institute for Cancer Resea


PO Box 97167
Washington,DC20090
N/A 501(c)(3) Charitable 10,000
Alantic Salmon Federation


PO Box 807
Calais,ME04619
N/A 501(c)(3) Charitable 1,000
Blair Academy


PO Box 600
Blairstown,NJ07825
N/A 501(c)(3) Charitable 10,000
Brookside Engine Company 1


PO Box 196
Brookside,NJ07926
N/A 501(c)(3) Charitable 1,000
Fund for American Studies


1706 New Hampshire Ave NW
Washington,DC20009
N/A 501(c)(3) Charitable 15,000
George Mason University - Humane St


Mason Hall Ste D201 4400 Univ Dr
Fairfax,VA22090
N/A 501(c)(3) Charitable 5,000
George Mason University Found - Mer


Mason Hall Ste D201 4400 Univ Dr
Fairfax,VA22090
N/A 501(c)(3) Charitable 5,000
Gilder Lehrman Inst for American Hi


49 W 45th Street Sixth Floor
New York,NY10036
N/A 501(c)(3) Charitable 5,000
Lafayette College


307 Markle Hall
Easton,PA18042
N/A 501(c)(3) Charitable 10,000
Lakeland Emergency Squad


PO Box 311
Andover,NJ07821
N/A 501(c)(3) Charitable 1,000
Leadership Institute


1101 N Highland Street
Arlington,VA22201
N/A 501(c)(3) Charitable 5,000
Loomis Chaffee School


4 Batchelder Road
Windsor,CT06095
N/A 501(c)(3) Charitable 10,000
Market Street Mission


9 Market Street
Morristown,NJ07960
N/A 501(c)(3) Charitable 10,000
Mendham Borough Independent HL Co


24 East Main Street
Mendham,NJ07945
N/A 501(c)(3) Charitable 1,000
Mendham Borough First Aid Squad


PO Box 131
Mendham,NJ07945
N/A 501(c)(3) Charitable 1,000
Morristown Memorial Health Foundati


475 South Street
Morristown,NJ07962
N/A 501(c)(3) Charitable 50,000
National Right To Work Foundation


8001 Braddock Road
Springfield,VA22160
N/A 501(c)(3) Charitable 5,000
NRA Foundation


11250 Waples Mill Road
Fairfax,VA22030
N/A 501(c)(3) Charitable 10,000
Foundation for Indiv Rights in Educ


510 Walnut St Ste 1250
Philadelphia,PA19106
N/A 501(c)(3) Charitable 5,000
Loggerhead Marinelife Center


14200 US Highway One
Juno Beach,FL33408
N/A 501(c)(3) Charitable 10,000

Media Research Center

1900 Campus Commons Drive Suite 600
Reston,VA20191
N/A 501(c)(3) Charitable 10,000
Morris Museum


6 Normandy Heights Rd
Morristown,NJ07960
N/A 501(c)(3) Charitable 7,500
Moving Picture Institute


375 Greenwich St
New York,NY10013
N/A 501(c)(3) Charitable 5,000
Statue of Liberty-Ellis Island


17 Battery Place Ste 232
New York,NY10004
N/A 501(c)(3) Charitable 10,000
Trinity Episcopal Church


PO Box 400
Southport,CT06940
N/A 501(c)(3) Charitable 5,000
United Way of Morris County


PO Box 6835
Bridgewater,NJ08807
N/A 501(c)(3) Charitable 125,000
Warwick Historical Society


PO Box 107
Jamison,PA18929
N/A 501(c)(3) Charitable 15,000
Washington Assocation of NJ


PO Box 1473
Morristown,NJ07962
N/A 501(c)(3) Charitable 5,000
Whippany Railway Museum


PO Box 16
Whippany,NJ07981
N/A 501(c)(3) Charitable 5,000
Center for Individual Rights


1100 Connecticut Avenue Ste 625
Washington,DC20036
N/A 501(c)(3) Charitable 5,000
Christ Episcopal Church


62 Main Street
Newton,NJ07860
N/A 501(c)(3) Charitable 25,000
Foundation for Economic Education


1819 Peachtree Street NW Ste 300
Atlanta,GA30309
N/A 501(c)(3) Charitable 10,000
Glen Summit Chapel


364 Sunset Road
Mountaintop,PA18707
N/A 501(c)(3) Charitable 1,500
Honor Flight Network Inc


Box L-4016
Columbus,OH43260
N/A 501(c)(3) Charitable 30,000
Alzheimer's Association


225 North Michigan Avenue Floor 17
Chicago,IL60601
N/A 501(c)(3) Charitable 25,000
Landmark Legal Foundation


3100 Broadway Ste 1210
Kansas City,MO64111
N/A 501(c)(3) Charitable 5,000
Alzheimer's Drug Discovery Foundati


57 West 57th Street Suite 904
New York,NY10019
N/A 501(c)(3) Charitable 50,000
Intrepid Fallen Hero Cntr for Excel


One Intrepid Sq W 46th St 12th
New York,NY10036
N/A 501(c)(3) Charitable 50,000
Saint Mark's Episcopal Church


9 East Main Street
Mendham,NJ07945
N/A 501(c)(3) Charitable 10,000
Accuracy In Media


1717 K Street NW Suite 900
Washington,DC20006
N/A 501(c)(3) Charitable 10,000
Adam J Lewis Preschool


500 State Street
Bridgeport,CT06604
N/A 501(c)(3) Charitable 35,000
Hillsdale College


33 East College Street
Hillsdale,MI49242
N/A 501(c)(3) Charitable 300,210
Mendham Borough Library


10 Hilltop Road
Mendham,NJ07945
N/A 501(c)(3) Charitable 5,000
Salvation Army - National Headquart


615 Slaters Lane
Alexandria,VA22313
N/A 501(c)(3) Charitable 50,000
State Policy Network


1655 N Fort Myer Drive Ste 360
Arlington,VA22209
N/A 501(c)(3) Charitable 50,000
Wild Oceans


PO Box 272122
Tampa,FL33688
N/A 501(c)(3) Charitable 5,000
Clare Boothe Luce Policy Institute


112 Elden Street Ste P
Herndon,VA20170
N/A 501(c)(3) Charitable 15,000
America's Future Foundation


1633 Connecticut Ave NW Suite 300
Washington,DC20009
N/A 501(c)(3) Charitable 20,000
K9 For Warriors


114 Camp K9 Road
Ponte Vedra Beach,FL32081
N/A 501(c)(3) Charitable 30,000
Penn State Health


PO Box 852
Hershey,PA17033
N/A 501(c)(3) Charitable 500
Ralston Cider Mill


303C Mendham Road West
Mendham,NJ07945
N/A 501(c)(3) Charitable 5,000
USO


PO Box 96860
Washington,DC20077
N/A 501(c)(3) Charitable 100,000
Bill of Rights Institute


1310 N Courthouse Road Suite 620
Arlington,VA22201
N/A 501(c)(3) Charitable 10,000
Shriner's Hospital


PO Box 31356
Tampa,FL33631
N/A 501(c)(3) Charitable 45,000
State Theatre Center for the Arts


453 Northampton Street
Easton,PA18042
N/A 501(c)(3) Charitable 10,000
Gardent State Initiative


PO Box 9180
Morristown,NJ07963
N/A 501(c)(3) Charitable 50,000
Green Township Volunteer Fire Depar


PO Box 68
Greendell,NJ07839
N/A 501(c)(3) Charitable 1,000
American Immigration Control Fdnt


PO Box 525
Monterey,VA24465
N/A 501(c)(3) Charitable 25,000
Independence for Veterans Inc


PO Box 7
Bedminister,NJ07921
N/A 501(c)(3) Charitable 50,000
Karl Stirner Arts Trail Inc


PO Box 1028
Easton,PA18044
N/A 501(c)(3) Charitable 10,000
The Land Conservancy of NJ


19 Boonton Avenue
Boonton,NJ07005
N/A 501(c)(3) Charitable 5,000
Salvation Army-Morristown Corps


95 Spring Street
Morristown,NJ07962
N/A 501(c)(3) Charitable 10,000
United States Olympic Committee


Developmnet Office One Olympic Pl
Colorado Springs,CO80909
N/A 501(c)(3) Charitable 5,000
Young America's Foundation


11480 Commerce Park Drive Sixth Fl
Reston,VA20191
N/A 501(c)(3) Charitable 5,000
Alina Lodge


PO Box G
Blairstown,NJ07825
N/A 501(c)(3) Charitable 10,000
Alzheimer's Disease Research Fund


34 Washington Street Suite 200
Wellesley Hills,MA02481
N/A 501(c)(3) Charitable 50,000
American Council of Trustees Alumni


1730 M Street Suite 600
Washington,DC20036
N/A 501(c)(3) Charitable 10,000
Brookside First Aid Squad


PO Box 122
Brookside,NJ07926
N/A 501(c)(3) Charitable 1,000
Center for Prevention and Counselin


61 Spring Street
Newton,NJ07860
N/A 501(c)(3) Charitable 10,000
Community Foundation of New Jersey


PO Box 338
Morristown,NJ07963
N/A 501(c)(3) Charitable 3,654,447
Mayo Performing Arts Center


100 South Street
Morristown,NJ07960
N/A 501(c)(3) Charitable 50,000
Cornell University-Adirondack Fishe


PO Box 37334
Boone,IA50037
N/A 501(c)(3) Charitable 25,000
Delbarton School St Mary ABB


230 Mendham Road
Morristown,NJ07960
N/A 501(c)(3) Charitable 60,000
Grace Episcopal Church


Madison Avenue
Madison,NJ07940
N/A 501(c)(3) Charitable 10,000
Greenwich Special Olympics


22 Split Timber Place
Riverside,CT06878
N/A 501(c)(3) Charitable 10,000
Independent Women's Forum


4 Weems Lane 312
Winchester,VA22601
N/A 501(c)(3) Charitable 10,000
Kirby Marian Sutherland Libary


35 Kirby Avenue
Mountaintop,PA18707
N/A 501(c)(3) Charitable 15,000
National Center for Public Policy R


2005 Massachusetts Avenue
Washington,DC20036
N/A 501(c)(3) Charitable 25,000
Prospector Theather


25 Prospect Street
Ridgefield,CT06877
N/A 501(c)(3) Charitable 10,000
Travis Mills Foundation


647 Castle Island Road
Mt Vernon,ME04352
N/A 501(c)(3) Charitable 30,000
Warrior Canine Connection


14934 Schaeffer Road
Boyds,MD20841
N/A 501(c)(3) Charitable 30,000
Warrior Scholar Project


1012 14th Street NW Suite 1200
Washington,DC20005
N/A 501(c)(3) Charitable 25,000
Total .................................right arrow 3a 5,456,157
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 ...........
    14 147,344  
4 Dividends and interest from securities ....     14 2,647,983  
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 2,590,721  
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) ..   5,386,048  
13Total. Add line 12, columns (b), (d), and (e)..................
13
5,386,048
(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: 23017517
Software Version: 2023v5.0


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
AP Kirby Jr Foundation Inc
 
Employer identification number

22-2922817
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
AP Kirby Jr Foundation Inc
 
Employer identification number
22-2922817
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
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 11,220


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
2
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 14,128


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
3
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 36,543


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
4
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 616,754


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
5
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 955,364


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
6
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 3,312,033


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
AP Kirby Jr Foundation Inc
 
Employer identification number
22-2922817
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
7
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 61,168


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
8
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 836,276


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
9
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 2,313,145


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
10
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 1,445,853


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
11
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 87,019


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
12
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 60,797


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
AP Kirby Jr Foundation Inc
 
Employer identification number
22-2922817
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
13
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 67,928


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
14
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 32,438


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
15
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 7,772


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
16
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 43,719


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
17
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 29,202


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
18
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 8,037


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
AP Kirby Jr Foundation Inc
 
Employer identification number
22-2922817
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
19
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 11,623


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
20
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 108,459


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
21
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 13,118


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
22
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 359,282


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
23
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 13,673


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
24
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 16,344


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
AP Kirby Jr Foundation Inc
 
Employer identification number
22-2922817
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
25
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 11,103


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
26
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 465,094


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
27
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 48,310


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
28
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 339,911


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
29
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 8,756


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
30
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 1,203,071


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
AP Kirby Jr Foundation Inc
 
Employer identification number
22-2922817
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
31
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 13,661


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
32
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 36,305


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
33
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 183,296


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
34
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 25,702


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
35
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 286,184


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
36
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 19,696


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
AP Kirby Jr Foundation Inc
 
Employer identification number
22-2922817
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
37
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 85,561


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
38
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 23,674


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
39
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 16,377


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
40
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 45,682


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
41
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 18,810


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
42
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 13,794


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
AP Kirby Jr Foundation Inc
 
Employer identification number
22-2922817
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
43
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 15,010


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
44
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 960,357


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
45
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 9,154


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
46
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 12,765


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
47
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 541,834


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
48
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 222,532


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
AP Kirby Jr Foundation Inc
 
Employer identification number
22-2922817
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
49
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 40,697


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
50
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 1,059,190


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
51
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 18,335


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
52
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 114,762


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
53
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 29,664


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
54
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 85,716


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
AP Kirby Jr Foundation Inc
 
Employer identification number
22-2922817
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
55
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 30,359


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
56
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 13,087


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
57
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 18,304


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
58
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 12,879


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
59
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 19,567


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
60
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 688,963


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
AP Kirby Jr Foundation Inc
 
Employer identification number
22-2922817
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
61
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 148,416


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
62
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 14,792


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
63
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 24,176


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
64
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 53,882


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
65
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 259,689


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
66
Estate of Allan P Kirby
500 Hills Drive
 
Bedminster, NJ079210700

$ 476,455


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
AP Kirby Jr Foundation Inc
 
Employer identification number

22-2922817
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
124 Shs Abbvie Inc. $ 11,220 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
380 Shs Aflac Inc. $ 14,128 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
3
120 Shs Air Products & Chemicals Inc. $ 36,543 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
4
8048 Shs Alphabet Inc. - CL A $ 616,754 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
5
12,400 Shs Alphabet Inc. - CL C $ 955,364 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
6
29,044 Shs Apple Computer Inc. $ 3,312,033 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
AP Kirby Jr Foundation Inc
 
Employer identification number

22-2922817
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
7
1180 Shs Arista Networks Inc. $ 61,168 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
8
6,032 Shs Automatic Data Processing $ 836,276 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
9
10,480 Shs Berkshire Hathaway CL B $ 2,313,145 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
10
17,020 Shs Black Knight Inc. $ 1,445,853 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
11
156 Shs Blackrock Inc CL A $ 87,019 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
12
1020 Shs Bristol Myers Squibb Co. $ 60,797 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
AP Kirby Jr Foundation Inc
 
Employer identification number

22-2922817
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
13
184 Shs Broadcom Inc. $ 67,928 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
14
216 Shs Caterpillar Inc. $ 32,438 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
15
100 Shs Chevron Corporation $ 7,772 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
16
1072 Shs Cisco Systems Inc. $ 43,719 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
17
620 Shs Comcast Corp CL A $ 29,202 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
18
272 Shs Corteva Inc. $ 8,037 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
AP Kirby Jr Foundation Inc
 
Employer identification number

22-2922817
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
19
204 Shs CVS Health Corp $ 11,623 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
20
520 Shs Danaher Corp $ 108,459 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
21
224 Shs Discover Finl Services $ 13,118 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
22
2808 Shs Disney Walt Co. $ 359,282 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
23
272 Shs Dow Inc. $ 13,673 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
24
272 Shs Dupont De Nemours Inc. $ 16,344 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
AP Kirby Jr Foundation Inc
 
Employer identification number

22-2922817
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
25
132 Shs Edwards Lifesciences Corp $ 11,103 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
26
12,500 Shs Exxonmobil Corp. $ 465,094 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
27
2456 Shs F&G Annuities & Life Inc. $ 48,310 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
28
7184 Shs Fastenal Co. $ 339,911 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
29
296 Shs Firstenergy Corp $ 8,756 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
30
36,112 Shs FNF Group $ 1,203,071 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
AP Kirby Jr Foundation Inc
 
Employer identification number

22-2922817
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
31
68 Shs Goldman Sachs Group Inc. $ 13,661 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
32
128 Shs Home Depot $ 36,305 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
33
4964 Shs Ingersoll-Rand Inc. $ 183,296 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
34
508 Shs Intel Corp. $ 25,702 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
35
1032 Shs Invesco QQQ Tr Series 1 $ 286,184 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
36
132 Shs Johnson & Johnson $ 19,696 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
AP Kirby Jr Foundation Inc
 
Employer identification number

22-2922817
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
37
856 Shs JP Morgan Chase & Co. $ 85,561 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
38
156 Shs Lilly Eli & Co. $ 23,674 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
39
376 Shs Mastec Inc. $ 16,377 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
40
220 Shs Microsoft Corp $ 45,682 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
41
368 Shs Morgan Stanley $ 18,810 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
42
116 Shs Nike Inc. CL B $ 13,794 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
AP Kirby Jr Foundation Inc
 
Employer identification number

22-2922817
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
43
248 Shs Oracle Corporation $ 15,010 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
44
8752 Shs Packaging Corp of America $ 960,357 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
45
32 Shs Paycom Software Inc. $ 9,154 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
46
69 Shs Paypal Holdings Inc. $ 12,765 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
47
32,680 Shs Peapack-Gladstone Finl Corp $ 541,834 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
48
1640 Shs Pepsico Inc. $ 222,532 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
AP Kirby Jr Foundation Inc
 
Employer identification number

22-2922817
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
49
500 Shs Philip Morris International $ 40,697 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
50
9,380 Shs PNC Financial Services Group $ 1,059,190 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
51
656 Shs PPL Corporation $ 18,335 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
52
1044 Shs Qualcomm Inc. $ 114,762 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
53
476 Shs Raytheon Technologies Corp $ 29,664 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
54
400 Shs Stryker Corporation $ 85,716 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
AP Kirby Jr Foundation Inc
 
Employer identification number

22-2922817
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
55
204 Shs Target Corp $ 30,359 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
56
128 Shs TE Connectivity Limited $ 13,087 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
57
108 Shs Cigna Corp $ 18,304 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
58
340 Shs Totalenergies SE Spons ADR $ 12,879 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
59
140 Shs Tractor Supply Co. $ 19,567 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
60
5632 Shs Trane Technologies PLC $ 688,963 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
AP Kirby Jr Foundation Inc
 
Employer identification number

22-2922817
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
61
480 Shs United Health Group Inc. $ 148,416 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
62
244 Shs Verizon Communications $ 14,792 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
63
176 Shs Walmart Inc. $ 24,176 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
64
260 Shs Workday Inc. CL A $ 53,882 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
65
5560 ishares MSCI Eafe Etf $ 259,689 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
66
5040 ishares Core S&P Small Cap $ 476,455 2023-07-05
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
AP Kirby Jr Foundation Inc
 
Employer identification number

22-2922817
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: 23017517
Software Version: 2023v5.0

TY 2023 AccountingFeesSchedule
Name:
AP Kirby Jr Foundation Inc
EIN:
22-2922817
Software ID:
23017517
Software Version:
2023v5.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Tax Preparation 3,430 171 0 3,259

TY 2023 InvestmentsCorpStockSchedule
Name:
AP Kirby Jr Foundation Inc
EIN:
22-2922817
Software ID:
23017517
Software Version:
2023v5.0
Name of Stock End of Year Book Value End of Year Fair Market Value
Peapack Private Wealth Management 88,926,287 130,407,031

TY 2023 OtherExpensesSchedule
Name:
AP Kirby Jr Foundation Inc
EIN:
22-2922817
Software ID:
23017517
Software Version:
2023v5.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Bank Charges 20 20    
Dues 815 41   774
Insurance 6,357 205   6,152
New Jersey Fees 30 1   29
Office Supplies 958 42   916
Payroll Service 893 124   769
Postage 562 28   534
Shipping 3,123 157   2,966
Telephone & Internet 4,492 453   4,039


TY 2023 OtherProfessionalFeesSchedule
Name:
AP Kirby Jr Foundation Inc
EIN:
22-2922817
Software ID:
23017517
Software Version:
2023v5.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Services 186,078 186,078 0 0
Other Investment Fees 3 3 0 0


TY 2023 TaxesSchedule
Name:
AP Kirby Jr Foundation Inc
EIN:
22-2922817
Software ID:
23017517
Software Version:
2023v5.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Excise Tax 74,283      
Foreign Taxes Withheld 18,354 18,354    
Payroll Taxes 15,430 771   14,659