Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE SEXTON FAMILY FOUNDATION
C/O O GRIFFITH SEXTON
Number and street (or P.O. box number if mail is not delivered to street address)410 COCONUT PALM ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
VERO BEACH, FL32963
A Employer identification number

13-7106277
B Telephone number (see instructions)

(206) 275-4600
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$23,708,978J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,125,285
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 506,477 506,477  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,511,685
b Gross sales price for all assets on line 6a 2,512,144
7 Capital gain net income (from Part IV, line 2)... 2,511,685
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
8,400 0  
12 Total. Add lines 1 through 11........ 4,151,847 3,018,162  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
22,685 5,671   17,014
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
23,763 1,838   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 46,448 7,509   17,014
25 Contributions, gifts, grants paid....... 1,037,800 1,037,800
26 Total expenses and disbursements. Add lines 24 and 25 1,084,248 7,509   1,054,814
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,067,599
b Net investment income (if negative, enter -0-) 3,010,653
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 121,469 2,036,471 2,036,471
3 Accounts receivable right arrow6,546
Less: allowance for doubtful accounts right arrow   5,831 6,546 6,546
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 9,200,743 Click to see attachment
List of Attached Documents:
// Content
9,260,225 		21,665,961
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,328,043 11,303,242 23,708,978
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 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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 9,328,043 11,303,242
29 Total net assets or fund balances (see instructions)..... 9,328,043 11,303,242
30 Total liabilities and net assets/fund balances (see instructions). 9,328,043 11,303,242
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
9,328,043
2
Enter amount from Part I, line 27a .....................
2
3,067,599
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
12,395,642
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,092,400
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
11,303,242
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 PUBLICLY TRADED SECURITIES      
b CAPITAL GAIN DISTRIBUTION FROM PRUFX      
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,440,105   459 2,439,646
b 72,039     72,039
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       2,439,646
b       72,039
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,511,685
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 41,848
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 41,848
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 41,848
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 21,925
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 21,925
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 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 19,923
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
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 arrowCT, FL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowO GRIFFITH SEXTON Telephone no.right arrow (206) 275-4600

Located atright arrow410 COCONUT PALM ROADVERO BEACHFL ZIP+4right arrow329633709
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
O GRIFFITH SEXTON TRUSTEE
1.00 		0 0 0
410 COCONUT PALM ROAD
VERO BEACH,FL32963
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 arrow0
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
21,088,469
b
Average of monthly cash balances.......................
1b
393,820
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
21,482,289
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
21,482,289
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
322,234
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
21,160,055
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,058,003
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,058,003
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
41,848
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
41,848
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,016,155
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,016,155
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,016,155
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
1,054,814
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,054,814
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 1,016,155
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......  
b From 2019...... 42,610
c From 2020......  
d From 2021......  
e From 2022...... 31,877
f Total of lines 3a through e ........ 74,487
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,054,814
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..... 1,016,155
e Remaining amount distributed out of corpus 38,659
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 113,146
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) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		113,146
10 Analysis of line 9:
a Excess from 2019.... 42,610
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022.... 31,877
e Excess from 2023.... 38,659
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).)
O GRIFFITH SEXTON
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

ADVANCING NATIVE MISSIONS

PO BOX 5303
CHARLOTTESVILLE,VA22905 		NONE PC CHARITABLE CONTRIBUTION - HELP NATIVE MISSIONARIES 30,000

ALZHEIMER'S DISEASE & RELATED DISORDERS ASSOC

225 N MICHIGAN AVE 17TH FLOOR
CHICAGO,IL60601 		NONE PC CHARITABLE CONTRIBUTION - TO LEAD THE WAY TO END ALZHEIMER'S AND ALL OTHER DEMENTIA - BY ACCELERATING GLOBAL RESEARCH, DRIVING RISK REDUCTION AND EARLY DETECTION, AND MAXIMIZING QUALITY CARE AND SUPPORT. 15,000

AMERICAN BATTLEFIELD TRUST

1140 PROFESSIONAL COURT
HAGERSTOWN,MD21740 		NONE PC CHARITABLE CONTRIBUTION - DEVOTED TO THE PRESERVATION OF OUR NATION'S ENDANGERED BATTLEGROUNDS. 4,000

AMERICAN KIDNEY FUND INC

11921 ROCKVILLE PIKE
ROCKVILLE,MD20852 		NONE PC CHARITABLE CONTRIBUTION - TO HELP PEOPLE FIGHT KIDNEY DISEASE AND LIVE HEALTHIER LIVES. 10,000

ASN FOUNDATION FOR KIDNEY RESEARCH

1401 H STREET NW NO 900
WASHINGTON,DC20005 		NONE PC CHARITABLE CONTRIBUTION - TO PREVENT AND CURE KIDNEY DISEASES THROUGH RESEARCH AND INNOVATION. 35,000

BAPTIST HEALTH SOUTH FLORIDA FOUNDATION INC

6855 RED ROAD STE 600
CORAL GABLES,FL33143 		NONE PC CHARITABLE CONTRIBUTION - TO IMPROVE THE HEALTH AND WELL-BEING OF INDIVIDUALS, AND TO IMPROVE THE SANCTITY AND PRESERVATION OF LIFE 20,000

BLUEPATH SERVICE DOGS INC

8 COUNTRY CLUB ROAD
HOPEWELL JUNCTION,NY12533 		NONE PC CHARITABLE CONTRIBUTION - PROVIDE SERVICE DOGS TO INDIVIDUALS WITH AUTISM, OFFERING SAFETY, COMPANIONSHIP AND OPPORTUNITIES FOR INDEPENDENCE. 55,000

BOYS AND GIRLS CLUB OF GREENWICH

4 HORSENECK LANE
GREENWICH,CT06830 		NONE PC CHARITABLE CONTRIBUTION - PROVIDING HIGH-QUALITY EDUCATIONAL PROGRAMS, BUILDING A SENSE OF CHARACTER AND CITIZENSHIP, MAINTAINING DIVERSITY, AND OFFERING KIDS A SAFE, NURTURING, AND AFFORDABLE ENVIRONMENT 10,000

BOYS AND GIRLS CLUB OF INDIAN RIVER COUNTY

1729 17TH AVE
VERO BEACH,FL32960 		NONE PC CHARITABLE CONTRIBUTION - PROVIDE A SAFE, STRUCTURED AND POSITIVE ENVIRONMENT FOR YOUNG PEOPLE AFTER SCHOOL, DURING HOLIDAYS AND SUMMER VACATION. 5,000

BUCKNELL UNIVERSITY

MOORE AVENUE
LEWISBURG,PA17837 		NONE PC CHARITABLE CONTRIBUTION - SUPPORT FOR SCHOOL SERVICES AND SCHOLARSHIPS 10,000

CAMP BOGGY CREEK

30500 BRANTLEY BRANCH ROAD
EUSTIS,FL32736 		NONE PC CHARITABLE CONTRIBUTION - SUPPORT A YEAR ROUND CAMP SERVING SERIOUSLY ILL CHILDREN 25,000

CAPTAINS FOR CLEAN WATER INC

PO BOX 1653
FORT MYERS,FL33902 		NONE PC CHARITABLE CONTRIBUTION - TO ADVANCE EDUCATION, AWARENESS, AND SCIENTIFICALLY SUPPORTED SOLUTIONS TO RESTORE AND PROTECT MARINE ECOSYSTEMS AND OUR WAY OF LIFE FOR FUTURE GENERATIONS 20,000

CARDIOVASCULAR RESEARCH FOUNDATION

1700 BROADWAY
NEW YORK,NY10019 		NONE PC CHARITABLE CONTRIBUTION - TO IMPROVE THE SURVIVAL AND QUALITY OF LIFE FOR PEOPLE WITH CARDIOVASCULAR DISEASE THROUGH RESEARCH AND EDUCATION. 20,000

CHARITY NAVIGATOR

299 MARKET STREET SUITE 250
SADDLE BROOK,NJ07663 		NONE PC CHARITABLE CONTRIBUTION - TO MAKE IMPACTFUL PHILANTHROPY EASIER FOR ALL 1,000

CITIZENS UNITED FOR RESEARCH IN EPILEPSY

420 N WABASH AVE STE 650
CHICAGO,IL60611 		NONE PC CHARITABLE CONTRIBUTION - TO FIND A CURE FOR EPILEPSY BY PROMOTING AND FUNDING PATIENT FOCUSED RESEARCH. 2,500

COMMUNITY FOUNDATION OF THE FLORIDA KEYS

300 SOUTHARD ST SUITE 201
KEY WEST,FL33040 		NONE PC CHARITABLE CONTRIBUTION - TO CONNECT PEOPLE, RESOURCES & NEEDS THROUGH PHILANTHROPY 10,000

CONQUER CANCER FOUNDATION OF THE AMERICAN SOCIETY

2318 MILL ROAD STE 800
ALEXANDRIA,VA22314 		NONE PC CHARITABLE CONTRIBUTION - TO CONQUER CANCER WORLDWIDE BY FUNDING BREAKTHROUGH RESEARCH AND SHARING CUTTING-EDGE KNOWLEDGE. CONQUER CANCER'S VISION IS A WORLD FREE FROM THE FEAR OF CANCER. 25,000

COOKE FOUNDATION FOR SPECIAL EDUCATION

475 RIVERSIDE DRIVE SUITE 730
NEW YORK,NY101150797 		NONE PC CHARITABLE CONTRIBUTION - OFFER SPECIAL EDUCATION, CONSULTING AND TRAINING SERVICES FOR STUDENTS 25,000

CORAL RESTORATION FOUNDATION INC

5 SEAGATE BOULEVARD
KEY LARGO,FL33037 		NONE PC CHARITABLE CONTRIBUTION - WORK TO RESTORE CORAL REEFS, EDUCATE OTHERS ON THE IMPORTANCE OF OCEANS, AND USE SCIENCE TO FURTHER RESEARCH AND MONITORING TECHNIQUES 20,000

COTTAGE 1886 FOUNDATION INC

51 PROSPECT AVENUE
PRINCETON,NJ08540 		NONE PC CHARITABLE CONTRIBUTION - FOSTER, PROMOTE AND SUPPORT THE EDUCATIONAL, CULTURAL & OTHER CHARITABLE ACTIVITIES OF THE UNIVERSITY COTTAGE CLUB 2,500

CURESEARCH FOR CHILDREN'S CANCER

4400 EAST WEST HIGHWAY SUITE 600
BETHESDA,MD20814 		NONE PC CHARITABLE CONTRIBUTION - CHILDREN'S CANCER RESEARCH 25,000

DANNY & RON'S RESCUE

PO BOX 604
CAMDEN,SC29021 		NONE PC CHARITABLE CONTRIBUTION - SUPPORT ADOPTION OF PET ANIMALS. 20,000

DEERFIELD ACADEMY

7 BOYDEN LANE
DEERFIELD,MA01342 		NONE PC CHARITABLE CONTRIBUTION - SUPPORT FOR FOUR YEAR COLLEGE - PREPARATORY SCHOOL SERVICES SCHOLARSHIPS 5,000

DENISON UNIVERSITY

100 W COLLEGE STREET
GRANVILLE,OH43023 		NONE PC CHARITABLE CONTRIBUTION - SCHOLARSHIP FUNDING, SUPPORT FOR EDUCATIONAL SERVICES 5,000

DOCTORS WITHOUT BORDERS USA INC

40 RECTOR STREET 16TH FLOOR
NEW YORK,NY10006 		NONE PC CHARITABLE CONTRIBUTION - HELP PEOPLE WORLDWIDE WHERE THE NEED IS GREATEST, DELIVERING EMERGENCY MEDICAL AID TO PEOPLE AFFECTED BY CONFLICT, EPIDEMICS, DISASTERS OR EXCLUSION FROM HEALTH CARE 5,000

ECKERD COLLEGE

4200 54TH AVENUE SOUTH
ST PETERSBURG,FL33711 		NONE PC CHARITABLE CONTRIBUTION - SUPPORT FOR SCHOOL SERVICES AND SCHOLARSHIPS 5,000

EXPONENT PHILANTHROPY - ASSOC OF SMALL FOUNDATIONS

1720 N STREET NW
WASHINGTON,DC20036 		NONE PC CHARITABLE CONTRIBUTION - TO BUILD AND STRENGTHEN SMALL-STAFF PHILANTHROPY 800

FAIRCHILD TROPICAL BOTANIC GARDEN INC

10901 OLD CUTLER ROAD
CORAL GABLES,FL33156 		NONE PC CHARITABLE CONTRIBUTION - TO HARNESS THE POWER OF PLANTS FOR HUMANKIND AND SHARE THE JOY AND BEAUTY OF TROPICAL GARDENING WITH EVERYONE. 5,000

FIBROLAMELLAR CANCER FOUNDATION

20 HORSENECK LANE 2ND FLOOR
GREENWICH,CT06830 		NONE PC CHARITABLE CONTRIBUTION - FIND A CURE AND TREATMENT OPTIONS OF FIBROLAMELLAR CANCER 50,000

FIRMKEYS INC

713 CAROLINE ST UPSTAIRS- ROOM C
KEY WEST,FL33040 		NONE PC CHARITABLE CONTRIBUTION - TO INFORM AND EDUCATE RESIDENTS ON FLOOD AND/OR WIND HURRICANE MITIGATION MEASURES INSURANCE RELATED ISSUES. TO SUPPORT AND UNDERTAKE RESEARCH, SCIENTIFIC STUDIES AND DATA COLLECTION REGARDING FLOOD AND/OR WIND HURRICANE RISK, STORM EFFECTS. 5,000

FISH & WILDLIFE FOUNDATION OF FLORIDA INC

PO BOX 11010
TALLAHASSEE,FL32302 		NONE PC CHARITABLE CONTRIBUTION - TO PROVIDE ASSISTANCE, FUNDING, AND PROMOTIONAL SUPPORT TO CONTRIBUTE TO THE HEALTH AND WELL-BEING OF FLORIDA'S FISH AND WILDLIFE RESOURCES AND THEIR HABITATS. 10,000

FISHER HOUSE FOUNDATION INC

12300 TWINBROOK PKWY 410
ROCKVILLE,MD20852 		NONE PC CHARITABLE CONTRIBUTION - PROVIDE HOUSING TO FAMILIES OF RECOVERING MILITARY MEN AND WOMEN. 65,000

FLORIDA KEYS LAND & SEA TRUST INC

5550 OVERSEAS HIGHWAY
MARATHON,FL33050 		NONE PC CHARITABLE CONTRIBUTION - PRESERVE THE NATURAL ENVIRONMENT OF THE FLORIDA KEYS AND TO ENCOURAGE AND SPONSOR PUBLIC PARTICIPATION AND EDUCATION. 15,000

FLORIDA WILDLIFE CORRIDOR INC

PO BOX 1802
TAMPA,FL33601 		NONE PC CHARITABLE CONTRIBUTION - TO CHAMPION THE PUBLIC AND PARTNER SUPPORT NEEDED TO PERMANENTLY CONNECT, PROTECT AND RESTORE THE FLORIDA WILDLIFE CORRIDOR - A STATEWIDE NETWORK OF LANDS AND WATERS THAT SUPPORTS WILDLIFE AND PEOPLE. 5,000

FOCUSED ULTRASOUND FOUNDATION

1230 CEDARS COURT NO 206
CHARLOTTESVILLE,VA22903 		NONE PC CHARITABLE CONTRIBUTION - TO ORGANIZE, CONDUCT, AND FUND RESEARCH, FOSTER COLLABORATION THROUGH MEETINGS, SYMPOSIA AND WORKSHOPS, CULTIVATE THE NEXT GENERATION THROUGH FELLOWSHIPS AND INTERNSHIPS, AND COLLECT AND DISSEMINATE KNOWLEDGE. 20,000

FREEDOM HOUSE MINISTRY INC

PO BOX 382
HARRISBURG,IL62946 		NONE PC CHARITABLE CONTRIBUTION - EXTEND GOD'S LOVE WORLDWIDE THROUGH HANDS-ON HUMANITARIAN METHODS. FEEDING, EDUCATING, TRAINING, AND EQUIPPING ORPHANS AND WIDOWS IN AFRICA TO FIND SELF WORTH, IDENTITY AND PURPOSE. 7,500

FRIENDS OF THE EVERGLADES INC

900 SE FEDERAL HWY STE 323
STUART,FL34994 		NONE PC CHARITABLE CONTRIBUTION - TO PROVIDE EDUCATION AND INFORMATION, TO INCREASE PUBLIC INTEREST IN, AWARENESS OF, AND GENERAL KNOWLEDGE OF THE GEOGRAPHIC REGION KNOWN AS THE FLORIDA EVERGLADES. 5,000

GREENWICH EMERGENCY MEDICAL SERVICES

1111 EAST PUTNAM AVENUE
RIVERSIDE,CT06878 		NONE PC CHARITABLE CONTRIBUTION - SUPPORT ADVANCED LIFE SUPPORT MEDICAL CARE 1,000

GREENWICH HOSPITAL FOUNDATION

5 PERRYRIDGE ROAD
GREENWICH,CT068304697 		NONE PC CHARITABLE CONTRIBUTION - MEET CHANGING COMMUNITY HEALTHCARE NEEDS. 5,000

GUIDING EYES FOR THE BLIND

611 GRANITE SPRINGS ROAD
YORKTOWN HEIGHTS,NY10598 		NONE PC CHARITABLE CONTRIBUTION - TRAINING GUIDE DOGS TO LEAD THE BLIND AND VISUALLY IMPAIRED 5,000

HABITAT FOR HUMANITY OF COASTAL FAIRFIELD COUNTY

1542 BARNUM AVENUE
BRIDGEPORT,CT06610 		NONE PC CHARITABLE CONTRIBUTION - TO PROVIDE HOME OWNERSHIP TO RESPONSIBLE LOW-INCOME FAMILIES THROUGH NEW CONSTRUCTION OR RENOVATION OF EXISTING HOUSING STOCK. 10,000

HIDDEN HARBOR MARINE ENVIRONMENTAL PROJECT INC

2396 OVERSEAS HIGHWAY
MARATHON,FL33050 		NONE PC CHARITABLE CONTRIBUTION - TO CARE FOR WILDLIFE IN THE FLORIDA KEYS 5,000

INDIAN RIVER COMMUNITY FOUNDATION INC

PO BOX 643968
VERO BEACH,FL32964 		NONE PC CHARITABLE CONTRIBUTION - BUILD A STRONGER COMMUNITY THROUGH DONOR-DRIVEN PHILANTHROPY. 5,000

INDIAN RIVER LAND TRUST

80 ROYAL PALM POINTE SUITE 301
VERO BEACH,FL32960 		NONE PC CHARITABLE CONTRIBUTION - PROMOTE THE PRESERVATION, CONSERVATION AND IMPROVEMENT OF INDIAN RIVER COUNTY'S NATURAL RESOURCES AND SPECIAL PLACES FOR THE BENEFIT OF THE GENERAL PUBLIC AND FUTURE GENERATIONS. 5,000

JOHNS HOPKINS UNIVERSITY

3910 KESWICK ROAD NO N4327B
BALTIMORE,MD21211 		NONE PC CHARITABLE CONTRIBUTION - TO EDUCATE STUDENTS, TO FOSTER INDEPENDENT & ORIGINAL RESEARCH, AND TO SHARE BENEFITS DISCOVERED. 20,000

JOHN'S ISLAND FOUNDATION INC

6001 HIGHWAY A1A PMB 8323
INDIAN RIVER SHORES,FL32963 		NONE PC CHARITABLE CONTRIBUTION - RAISES FUNDS FROM THE JOHN'S ISLAND COMMUNITY FOR THE PURPOSE OF MAKING GRANTS FOR CAPITAL NEEDS AND SPECIAL PROJECTS 5,000

LUPUS RESEARCH ALLIANCE INC

275 MADISON AVE 10TH FLOOR
NEW YORK,NY10016 		NONE PC CHARITABLE CONTRIBUTION - TO SUPPORT RESEARCH TO PREVENT, TREAT AND CURE LUPUS. 25,000

MEMORIAL SLOAN KETTERING CANCER CENTER

1275 YORK AVENUE
NEW YORK,NY10065 		NONE PC CHARITABLE CONTRIBUTION - SUPPORT FOR CANCER TREATMENT AND RESEARCH 10,000

MONROE COUNTY EDUCATION FOUNDATION INC

241 TRUMBO ROAD
KEY WEST,FL33040 		NONE PC CHARITABLE CONTRIBUTION - AID, SUPPLEMENT, IMPROVE, ENHANCE, AND COMPLEMENT ACTIVITIES OF THE PUBLIC SCHOOL SYSTEM. 10,000

MOTE MARINE LABORATORY INC

1600 KEN THOMPSON PARKWAY
SARASOTA,FL34236 		NONE PC CHARITABLE CONTRIBUTION - ADVANCE THE SCIENCE OF THE SEA THROUGH RESEARCH, EDUCATION, AND OUTREACH. 20,000

NATIONAL KIDNEY FOUNDATION INC

30 EAST 33RD STREET
NEW YORK,NY10016 		NONE PC CHARITABLE CONTRIBUTION - TO PREVENT KIDNEY & URINARY TRACT DISEASES, IMPROVE THE HEALTH & WELL-BEING OF INDIVIDUALS AND FAMILIES AFFECTED BY THESE DISEASES & INCREASE THE AVAILABLITY OF ALL ORGANS FOR TRANSPLANTATION. 25,000

NATIONAL WORLD WAR II MUSEUM

945 MAGAZINE STREET
NEW ORLEANS,LA70130 		NONE PC CHARITABLE CONTRIBUTION - SUPPORT FOR MUSEUM THAT DISPLAYS WWII ARTIFACTS 500

NOAH'S ARK ANIMAL REHABILITATION CENTER

712 LG GRIFFIN ROAD
LOCUST GROVE,GA30248 		NONE PC CHARITABLE CONTRIBUTION - TO SUPPORT THE RESCUE AND REHABILITATION OF EXOTIC WILDLIFE AND DOMESTIC ANIMALS. THE ANIMAL SANCTUARY IS AN AMERICAN EXOTIC ANIMAL RESCUE AND WILDLIFE CENTER FOR ABUSED, UNWANTED, AND NEGLECTED ANIMALS. 10,000

NORWALK COMMUNITY COLLEGE FOUNDATION INC

188 RICHARDS AVENUE NO E311
NORWALK,CT068541655 		NONE PC CHARITABLE CONTRIBUTION - SUPPORT FOR SCHOOL SERVICES AND SCHOLARSHIPS 2,500

PEACETREES VIETNAM

1301 5TH AVE SUITE 1226
SEATTLE,WA98101 		NONE PC CHARITABLE CONTRIBUTION - SPONSOR MINE RISK EDUCATION, SURVIVOR ASSISTANCE, CITIZEN DIPLOMACY TRIPS. 10,000

PETER MICHAEL FOUNDATION

1 GATE SIX ROAD BUILDING B SUITE
201
SAUSALITO,CA94965 		NONE PC CHARITABLE CONTRIBUTION - DISCOVER AND UNDERWRITE THE MOST PROMISING TOOLS AND TECHNOLOGIES FOR THE IDENTIFICATION, TREATMENT AND MANAGEMENT OF PROSTATE CANCER 10,000

PIGEON KEY FOUNDATION

5800 OVERSEAS HIGHWAY SUITE 17
MARATHON,FL33050 		NONE PC CHARITABLE CONTRIBUTION - TO PRESERVE THE CULTURAL HISTORY OF THE FLORIDA KEYS BY PROMOTING ITS HEALTHY FUTURE THROUGH EDUCATION, HISTORY, AND RESEARCH 15,000

PRINCETON UNIVERSITY

BOX 46
PRINCETON,NJ085440046 		NONE PC CHARITABLE CONTRIBUTION - SUPPORT FOR SCHOOL SERVICES AND SCHOLARSHIPS 1,000

PROJECT RECOVER INC

443 FIRST STREET
WOODLAND,CA95695 		NONE PC CHARITABLE CONTRIBUTION - TO ENLIST 21ST-CENTURY SCIENCE AND TECHNOLOGY IN A QUEST TO FIND AND REPATRIATE AMERICANS MISSING IN ACTION SINCE WORLD WAR II, IN ORDER TO PROVIDE RECOGNITION AND CLOSURE FOR FAMILIES AND THE NATION. 5,000

REEF RELIEF

PO BOX 430
KEY WEST,FL33041 		NONE PC CHARITABLE CONTRIBUTION - IMPROVE AND PROTECT CORAL REEF ECOSYSTEM. 20,000

SALVATION ARMY

170 NORTH REGENET STREET
PORT CHESTER,NY10573 		NONE PC CHARITABLE CONTRIBUTION - BRING ASSISTANCE TO THE POOR, DESTITUTE AND HUNGRY 1,000

SMILE TRAIN

41 MADISON AVE 28TH FLOOR
NEW YORK,NY10010 		NONE PC CHARITABLE CONTRIBUTION - PROVIDES FREE CLEFT SURGERY TO POOR CHILDREN IN DEVELOPING COUNTRIES. 1,000

SPECIAL OPERATIONS FUND

901 NORTH STUART STREET
ARLINGTON,VA22203 		NONE PC CHARITABLE CONTRIBUTION - PROVIDES ESSENTIAL SUPPORT TO THOSE WHO ARE SERVING OUR COUNTRY IN SENSITIVE MISSIONS AROUND THE WORLD. 25,000

STANFORD UNIVERSITY - GRADUATE SCHOOL OF BUSINESS

655 KNIGHT WAY
STANFORD,CA94305 		NONE PC CHARITABLE CONTRIBUTION - SUPPORT FOR SCHOOL SERVICES AND SCHOLARSHIPS 10,000

THE CLEVELAND CLINIC FOUNDATION

6801 BRECKSVILLE RD RK1-85
INDEPENDENCE,OH44131 		NONE PC CHARITABLE CONTRIBUTION - TO PROVIDE PATIENT CARE, RESEARCH AND EDUCATION 5,000

THE EAST HARLEM SCHOOL AT EXODUS HOUSE

309 EAST 103RD STREET
NEW YORK,NY10029 		NONE PC CHARITABLE CONTRIBUTION - EDUCATIONAL SUPPORT SERVICES FOR LOW INCOME FAMILIES 5,000

THE HOSPITAL FOR SPECIAL SURGERY FUND INC

535 EAST 70TH ST
NEW YORK,NY10021 		NONE PC CHARITABLE CONTRIBUTION - TO PROVIDE THE HIGHEST QUALITY PATIENT CARE, IMPROVE MOBILITY AND ENHANCE THE QUALITY OF LIFE FOR ALL AND ADVANCE THE SCIENCE OF ORTHOPEDIC SURGERY, RHEUMATOLOGY AND THEIR RELATED DISCIPLINES 2,500

THE LEARNING ALLIANCE INC

PO BOX 2647
VERO BEACH,FL32961 		NONE PC CHARITABLE CONTRIBUTION - DELIVERING THE LATEST ADVANCES IN SCIENCE-BASED EDUCATION TECHNIQUES TO AREA TEACHERS 10,000

UNITED SERVICE ORGANIZATIONS INC

PO BOX 96860
WASHINGTON,DC200777677 		NONE PC CHARITABLE CONTRIBUTION - PROVIDE SERVICES TO LIFT THE SPIRITS OF AMERICA'S TROOPS AND THEIR FAMILIES 500

UNITED WAY OF GREENWICH

1 LAFAYETTE COURT
GREENWICH,CT06830 		NONE PC CHARITABLE CONTRIBUTION - HELP RESOLVE PRESSING COMMUNITY EDUCATION, INCOME AND HEALTH ISSUES 25,000

UNITED WAY OF INDIAN RIVER COUNTY

PO BOX 1960
VERO BEACH,FL32961 		NONE PC CHARITABLE CONTRIBUTION - HELP RESOLVING PRESSING COMMUNITY EDUCATION, INCOME AND HEALTH ISSUES. 25,000

UNITED WAY OF THE FLORIDA KEYS INC

PO BOX 2143
KEY WEST,FL33045 		NONE PC CHARITABLE CONTRIBUTION - TO BUILD AND SUPPORT STRONG WORKING FAMILIES BY PROVIDING FINANCIAL SUPPORT TO LOCAL NON-PROFIT ORGANIZATIONS THAT PROVIDE CRITICAL SERVICES TO THOSE IN NEED FROM FOOD PANTRIES TO SHELTERS. 20,000

VERO BEACH VOLUNTEER FIRE DEPARTMENT

PO BOX 2222
VERO BEACH,FL32961 		NONE PC CHARITABLE CONTRIBUTION - PROVIDE ASSISTANCE TO FIREFIGHTERS' FAMILIES AND OTHER CHARITABLE ORGANIZATIONS IN THE COMMUNITY 500

VISITING NURSE ASSOCIATION & HOSPICE FOUNDATION

1110 35TH LANE
VERO BEACH,FL329606549 		NONE PC CHARITABLE CONTRIBUTION - PROVIDING COMPASSIONATE INNOVATIVE CARE OF THE HIGHEST QUALITY FOR PATIENTS AND CAREGIVERS REGARDLESS OF THEIR FINANCIAL STATUS. 1,000

WESLEY HOUSE FAMILY SERVICES INC

1304 TRUMAN AVE
KEY WEST,FL33040 		NONE PC CHARITABLE CONTRIBUTION - PROMOTE AND ENHANCE SAFETY, WELL-BEING AND DEVELOPMENT OF CHILDREN 15,000

WHOLE FAMILY HEALTH CENTER INC

827 18TH ST
VERO BEACH,FL32960 		NONE PC CHARITABLE CONTRIBUTION - TO PROVIDE HIGH QUALITY, CARING, AND ACCESSIBLE HEALTH CARE SERVICES TO EVERYONE 5,000

WOMANKIND INC

1511 TRUMAN AVENUE
KEY WEST,FL33040 		NONE PC CHARITABLE CONTRIBUTION - FAMILY PLANNING AND PRIMARY HEALTH CARE TO PEOPLE OF ALL INCOME LEVELS 5,000

DOLPHIN RESEARCH CENTER INC

58901 OVERSEAS HIGHWAY
GRASSY KEY,FL330506019 		NONE PC CHARITABLE CONTRIBUTION - PROMOTE THE PEACEFUL COEXISTENCE, COOPERATION AND COMMUNICATION BETWEEN MARINE MAMMALS AND HUMANS THROUGH EDUCATION AND RESEARCH 5,000

WOMENS CARE CENTER OF BARTOW INC

PO BOX 1041
BARTOW,FL338311041 		NONE PC CHARITABLE CONTRIBUTION - TO PROVIDE HOUSING AND ASSISTANCE TO WOMEN AND CHILDREN 500

THE ABANA FOUNDATION

PO BOX 234
WORTHINGTON,MN56187 		NONE PC CHARITABLE CONTRIBUTION - TO EMPOWER KIDS TO FEED, TEACH, AND GIVE HOPE TO PEOPLE IN RWANDA. 5,000

UDT - SEAL MUSEUM ASSOCIATION INC

3300 NORTH STATE ROAD A1A
FORT PIERCE,FL34949 		NONE PC CHARITABLE CONTRIBUTION - TO PRESERVE THE HISTORY & HERITAGE OF THE NAVY SEALS AND THEIR PREDECESSORS, WHILE HONORING OUR FALLEN AT THE NAVY SEAL MEMORIAL, AND CARING FOR OUR FAMILIES THROUGH THE TRIDENT HOUSE AND NAVY SEAL MUSEUM SCHOLARSHIP FUND. 10,000

BRIGHTFOCUS FOUNDATION

22512 GATEWAY CENTER DRIVE
CLARKSBURG,MD20871 		NONE PC CHARITABLE CONTRIBUTION - TO FUND EXCEPTIONAL RESEARCH WORLDWIDE TO DEFEAT ALZHEIMER'S DISEASE, MACULAR DEGENERATION, AND GLAUCOMA AND PROVIDE EXPERT INFORMATION ON THESE HEARTBREAKING DISEASES. 15,000

JOHN'S ISLAND COMMUNITY SERVICE LEAGUE INC

4445 N HWY A1A SUITE 234
VERO BEACH,FL32963 		NONE PC CHARITABLE CONTRIBUTION - TO RAISE FUNDS FOR CHARITABLE AGENCIES IN INDIAN RIVER COUNTY CONCERNED WITH THE HEALTH, EDUCATION, AND HUMAN SERVICES ISSUES THAT AFFECT WOMEN, CHILDREN, AND FAMILIES IN NEED. 2,500

MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH

PO BOX 4777
NEW YORK,NY10163 		NONE PC CHARITABLE CONTRIBUTION - TO FINDING A CURE FOR PARKINSON'S DISEASE THROUGH AN AGGRESSIVELY FUNDED RESEARCH AGENDA AND TO ENSURING THE DEVELOPMENT OF IMPROVED THERAPIES FOR THOSE LIVING WITH PARKINSON'S TODAY. 20,000
Total .................................right arrow 3a 1,037,800
bApproved for future payment
Total ................................. right arrow 3b 0
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 ....     14 506,477  
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 2,511,685  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aEXCISE TAX REFUND 		    01 11,925  
bNONDIVIDEND DISTRIBUTIONS     01 13,852  
cPY NONDIVIDEND DISTRIBUTIONS     01 -17,377  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 3,026,562 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,026,562
(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
THE SEXTON FAMILY FOUNDATION
C/O O GRIFFITH SEXTON
Employer identification number

13-7106277
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE SEXTON FAMILY FOUNDATION
C/O O GRIFFITH SEXTON 		Employer identification number
13-7106277
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
O GRIFFITH SEXTON
 
410 COCONUT PALM ROAD
 
VERO BEACH, FL329633709

$ 1,125,285


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
THE SEXTON FAMILY FOUNDATION
C/O O GRIFFITH SEXTON 		Employer identification number

13-7106277
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
 12,000 SHS MORGAN STANLEY STOCK (MS) BASIS: $200.42 $ 1,092,600 2023-12-15
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
THE SEXTON FAMILY FOUNDATION
C/O O GRIFFITH SEXTON 		Employer identification number

13-7106277
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 AccountingFeesSchedule
Name:
THE SEXTON FAMILY FOUNDATION
 
C/O O GRIFFITH SEXTON
EIN:
13-7106277
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEES 22,685 5,671   17,014

TY 2023 InvestmentsCorpStockSchedule
Name:
THE SEXTON FAMILY FOUNDATION
 
C/O O GRIFFITH SEXTON
EIN:
13-7106277
Name of Stock End of Year Book Value End of Year Fair Market Value
VANGUARD - HIGH YIELD CORP. 901,302 787,220
VANGUARD - INFLATION-PROTECT 139,040 121,316
VANGUARD - SMALL CAP STOCK IND 1,493,185 3,008,057
VANGUARD - TOT INTL STOCK IX ADMIRAL 551,613 842,630
VANGUARD - TOTAL BOND MKT INDEX ADM 1,041,367 907,960
VANGUARD - TOTAL STOCK MKT IDX ADM 58,796 223,653
VANGUARD - TOTAL STOCK MKT IDX INTL CL 2,801,109 9,051,417
MORGAN STANLEY 560 3,123,875
VANGUARD - REAL ESTATE INDEX ADMIRAL 1,584,253 1,361,998
VANGUARD- T ROWE PRICE GROWTH STOCK CL I 689,000 2,237,835

TY 2023 OtherDecreasesSchedule
Name:
THE SEXTON FAMILY FOUNDATION
 
C/O O GRIFFITH SEXTON
EIN:
13-7106277
Description Amount
CONTRIBUTIONS ADJ FROM FMV TO TAX BASIS 1,092,400


TY 2023 OtherIncomeSchedule2
Name:
THE SEXTON FAMILY FOUNDATION
 
C/O O GRIFFITH SEXTON
EIN:
13-7106277
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
EXCISE TAX REFUND 11,925   0
NONDIVIDEND DISTRIBUTIONS 13,852   0
PY NONDIVIDEND DISTRIBUTIONS -17,377   0


TY 2023 SubstantialContributorsSch
Name:
THE SEXTON FAMILY FOUNDATION
 
C/O O GRIFFITH SEXTON
EIN:
13-7106277
Name Address
O GRIFFITH SEXTON 410 COCONUT PALM ROAD
VERO BEACH,FL329633709


TY 2023 TaxesSchedule
Name:
THE SEXTON FAMILY FOUNDATION
 
C/O O GRIFFITH SEXTON
EIN:
13-7106277
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FORM 990-PF PY OVERPAY APPLIED 11,925 0   0
FOREIGN-VANGUARD CONS 1099 1,838 1,838   0
CY FORM 990-PF Q4 ESTIMATE 10,000 0   0