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
Caplin Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

52-6078981
B Telephone number (see instructions)

(800) 839-1754
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$8,010,484J 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) 4,628
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,036 1,036  
4 Dividends and interest from securities... 86,649 86,649  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 8,616
b Gross sales price for all assets on line 6a 760,887
7 Capital gain net income (from Part IV, line 2)... 8,695
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
6,150    
12 Total. Add lines 1 through 11........ 107,079 96,380  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
18,982 18,982    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
29,317 1,591    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
39,156 1,256   37,900
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 87,455 21,829   37,900
25 Contributions, gifts, grants paid....... 2,758,410 2,758,410
26 Total expenses and disbursements. Add lines 24 and 25 2,845,865 21,829   2,796,310
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,738,786
b Net investment income (if negative, enter -0-) 74,551
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......... 2,289,981 63,626 63,626
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,316,803 Click to see attachment
List of Attached Documents:
// Content
2,108,445 		7,946,858
c Investments—corporate bonds (attach schedule)....... 299,773    
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).......... 0 Click to see attachment
List of Attached Documents:
// Content
0 		0
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) 4,906,557 2,172,071 8,010,484
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 4,906,557 2,172,071
29 Total net assets or fund balances (see instructions)..... 4,906,557 2,172,071
30 Total liabilities and net assets/fund balances (see instructions). 4,906,557 2,172,071
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
4,906,557
2
Enter amount from Part I, line 27a .....................
2
-2,738,786
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
4,300
4
Add lines 1, 2, and 3 ..........................
4
2,172,071
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
2,172,071
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
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 760,887   752,192 8,695
b
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       8,695
b
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 8,695
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,036
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 1,036
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 1,036
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 1,000
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 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 36
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$   (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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
Yes
 
If "Yes," attach the statement required by General Instruction T.Click to see attachment
List of Attached Documents:
// Content
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 arrowDC
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 instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
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
Catherine Caplin Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Jeremy Caplin Dir, Pres
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Michael Caplin Dir, Sec, Treas
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
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
 
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
 
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
7,722,643
b
Average of monthly cash balances.......................
1b
190,021
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
7,912,664
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
7,912,664
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
118,690
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,793,974
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
389,699
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
389,699
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,036
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
826
c
Add lines 2a and 2b............................
2c
1,862
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
387,837
4
Recoveries of amounts treated as qualifying distributions................
4
4,300
5
Add lines 3 and 4............................
5
392,137
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
392,137
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
2,796,310
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
2,796,310
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 7 392,137
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:2021, 2020, 2019  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022...... 182,291
f Total of lines 3a through e ........ 182,291
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 2,796,310
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 392,137
e Remaining amount distributed out of corpus 2,404,173
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 2,586,464
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 ...... 		2,586,464
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022.... 182,291
e Excess from 2023.... 2,404,173
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).)
NONE
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

24TH STREET THEATRE COMPANY

1117 W 24TH ST
LOS ANGELES,CA90007 		N/A PC General & Unrestricted 1,500

A NOISE WITHIN

3352 E FOOTHILL BLVD
PASADENA,CA91107 		N/A PC General & Unrestricted 1,500

A NOISE WITHIN

3352 E FOOTHILL BLVD
PASADENA,CA91107 		N/A PC Student Matinee Program: Helping to ensure that students from underserviced schools across LA County will experience live theatre 5,000

ACADEMY OF MUSIC FOR THE BLIND

911 NORUMBEGA DR
MONROVIA,CA91016 		N/A PC 20th Anniversary Concert & Celebration of Rachel Flowers 1,000

ACTORS STUDIO

432 W 44TH ST
NEW YORK,NY10036 		N/A PC General & Unrestricted 1,500

ALABAMA-COUSHATTA TRIBE OF TEXAS

571 STATE PARK RD 56
LIVINGSTON,TX77351 		N/A GOV the Chief Kina Health Clinic 2,500

ALBEMARLE COUNTY HISTORICAL SOCIETY INC

200 2ND ST NE
CHARLOTTESVILLE,VA22902 		N/A PC General & Unrestricted 2,000

ALBEMARLE COUNTY HISTORICAL SOCIETY INC

200 2ND ST NE
CHARLOTTESVILLE,VA22902 		N/A PC production costs fund for Descendants Day 10,000

ALBEMARLE SOCIETY FOR THE PREVENTION OF CRUELTY TO

3355 BERKMAR DR
CHARLOTTESVILLE,VA22901 		N/A PC General & Unrestricted 1,250

ALL ROADS THEATRE COMPANY

7659 KRAFT AVE
NORTH HOLLYWOOD,CA91605 		N/A PC General & Unrestricted 500

AMERICAN DANCE MACHINE FOR THE 21ST CENTURY FOUNDA

45 E 80TH ST APT 18B
NEW YORK,NY10075 		N/A PC General & Unrestricted 1,500

AMERICAN FRIENDS OF MAGEN DAVID ADOM

20 W 36TH ST SUITE 1100
NEW YORK,NY10018 		N/A PC General & Unrestricted 800

AMERICAN NATIONAL RED CROSS

431 18TH ST NW
WASHINGTON,DC20006 		N/A PC International Federation of Red Cross and Red Crescent societies 300

ANTAEUS COMPANY

110 E BROADWAY
GLENDALE,CA91205 		N/A PC General & Unrestricted 1,000

APPALACHIAN VOICES

589 WEST KING ST
BOONE,NC28607 		N/A PC General & Unrestricted 1,000

APPLEBY FOUNDATION INC

PO BOX 984
AU SABLE FORKS,NY12912 		N/A PC General & Unrestricted 500

ASIAN HEALTH COALITION

1006 S MICHIGAN AVE STE 710
CHICAGO,IL60605 		N/A PC General & Unrestricted 500

BALDWINSVILLE THEATRE GUILD INC

64 OSWEGO ST
BALDWINSVILLE,NY13027 		N/A PC Charitable Event 500

BELMONT ARTS COLLABORATIVE

221 CARLTON RD APT 3
CHARLOTTESVILLE,VA22902 		N/A PC General & Unrestricted 1,000

BENNETTS VILLAGE INC

716 SHAMROCK RD
CHARLOTTESVLE,VA22903 		N/A PC General & Unrestricted 1,000

BETHEL BAPTIST CHURCH

227 BETHEL CHURCH RD
PALMYRA,VA22963 		N/A PC General & Unrestricted 300

BIG BROTHERS BIG SISTERS OF THE CENTRAL BLUE RIDGE

PO BOX 814
CHARLOTTESVLE,VA22902 		N/A PC General & Unrestricted 500

BIG CAT HABITAT GULF COAST SANCTUARY INC

7101 PALMER BLVD
SARASOTA,FL34240 		N/A PC General & Unrestricted 400

BLACK LIVES MATTER FOUNDATION

19197 GOLDEN VALLEY RD
SANTA CLARITA,CA91387 		N/A PC General & Unrestricted 500

BLANK THEATRE COMPANY

PO BOX 1094
LOS ANGELES,CA90078 		N/A PC Young Playwright's Festival fund 1,000

BLUE RIDGE AREA FOOD BANK INC

PO BOX 937
VERONA,VA24482 		N/A PC General & Unrestricted 1,750

BOTANICAL GARDEN OF THE PIEDMONT

PO BOX 6224
CHARLOTTESVLE,VA22906 		N/A PC General & Unrestricted 250

BOYS & GIRLS CLUBS OF CENTRAL VIRGINIA

PO BOX 707
CHARLOTTESVILLE,VA22902 		N/A PC General & Unrestricted 500

BRAIN INJURY ASSOCIATION OF AMERICA INC

PO BOX 7416
MERRIFIELD,VA22116 		N/A PC General & Unrestricted 250

BREAKING THE CHAINS FOUNDATION

9227 RESEDA BLVD
NORTHRIDGE,CA91324 		N/A PC Charitable Event 2,500

BURNON INC

1006 E MAIN ST
VENTURA,CA93001 		N/A PC General & Unrestricted 1,000

CABRILLO MUSIC THEATRE INC

2100 E THOUSAND OAKS BLVD STE B
THOUSAND OAKS,CA91362 		N/A PC General & Unrestricted 1,500

CABRILLO MUSIC THEATRE INC

2100 E THOUSAND OAKS BLVD STE B
THOUSAND OAKS,CA91362 		N/A PC Educational Outreach fund and busing in children to experience live theatre program 1,500

CANCER PATIENTS ALLIANCE

312 1/2 FOUNTAIN AVE
PACIFIC GROVE,CA93950 		N/A PC General & Unrestricted 750

CAPE IVY

404 ROOKWOOD DR
CHARLOTTESVLE,VA22903 		N/A PC General & Unrestricted 1,000

CARLETON WILLARD HOMES INC

100 OLD BILLERICA RD
BEDFORD,MA01730 		N/A PC General & Unrestricted 200

CELEBRATION PRODUCTIONS CORPORATION

3141 HOLLYRIDGE DR
HOLLYWOOD,CA90068 		N/A PC General & Unrestricted 1,500

CENTER FOR BIOLOGICAL DIVERSITY INC

PO BOX 710
TUCSON,AZ85702 		N/A PC General & Unrestricted 500

CENTER FOR NONPROFIT EXCELLENCE

1701-A ALLIED ST
CHARLOTTESVILLE,VA22903 		N/A PC General & Unrestricted 10,000

CENTER ON HALSTED

3656 N HALSTED
CHICAGO,IL60613 		N/A PC General & Unrestricted 500

CENTER THEATRE GROUP OF LOS ANGELES

601 W TEMPLE ST
LOS ANGELES,CA90012 		N/A PC General & Unrestricted 1,500

CHARLOTTESVILLE AREA COMMUNITY FOUNDATION

PO BOX 1767
CHARLOTTESVLE,VA22902 		N/A PC Emily Couric Leadership Forum 500

CHARLOTTESVILLE AREA COMMUNITY FOUNDATION

PO BOX 1767
CHARLOTTESVLE,VA22902 		N/A PC General & Unrestricted 1,000

CHARLOTTESVILLE AREA TREE STEWARDS

PO BOX 4211
CHARLOTTESVLE,VA22905 		N/A PC to support the planting of additional trees in the 10 & page neighborhood 1,200

CHARLOTTESVILLE AREA TREE STEWARDS

PO BOX 4211
CHARLOTTESVLE,VA22905 		N/A PC To support the planting of new trees in the 10th and page neighborhood of charlottesville 2,000

CHARLOTTESVILLE BABE RUTH LEAGUE INC

PO BOX 6934
CHARLOTTESVLE,VA22906 		N/A PC 2023 summer season! Play ball! program 1,500

CHARLOTTESVILLE FREE CLINIC

901 PRESTON AVE STE 301
CHARLOTTESVLE,VA22903 		N/A PC Concert fund 1,000

CHARLOTTESVILLE FREE CLINIC

901 PRESTON AVE STE 301
CHARLOTTESVLE,VA22903 		N/A PC General & Unrestricted 3,500

CHARLOTTESVILLE HIGH

1400 MELBOURNE RD
Charlottesville,VA22901 		N/A GOV to support the work of drama teacher and drama kids 1,000

CHARLOTTESVILLE OPERA

226 EAST HIGH ST
CHARLOTTESVILLE,VA22902 		N/A PC General & Unrestricted 750

CHARLOTTESVILLE POLICE DEPARTMENT FOUNDATION

2465 WILLISTON DR
CHARLOTTESVILLE,VA22901 		N/A PC General & Unrestricted 1,250

CHARLOTTESVILLE TOMORROW

PO BOX 1591
CHARLOTTESVILLE,VA22902 		N/A PC General & Unrestricted 1,000

CHARLOTTESVILLE TOMORROW

PO BOX 1591
CHARLOTTESVILLE,VA22902 		N/A PC Community fund by Friends of Cville Downtown 2,000

CHILD HEALTH PARTNERSHIP INC

1469 GREENBRIER PL
CHARLOTTESVILLE,VA22901 		N/A PC General & Unrestricted 250

CITY OF PROMISE INC

PO BOX 5628
CHARLOTTESVLE,VA22905 		N/A PC General & Unrestricted 1,000

COEURAGE THEATRE

1425 N OGDEN DR
LOS ANGELES,CA90046 		N/A PC General & Unrestricted 1,000

COMMUNITY INVESTMENT COLLABORATIVE

PO BOX 2976
CHARLOTTESVILLE,VA22902 		N/A PC General & Unrestricted 250

CONGREGATION BETH ISRAEL

PO BOX 320
CHARLOTTESVILLE,VA22902 		N/A PC Raise The Roof Fund 1,000

CONSERVATION FOUNDATION OF THE GULF COAST INC

PO BOX 902
OSPREY,FL34229 		N/A PC General & Unrestricted 1,000

CRYSTAL CATHEDRAL CHURCH OF CHRIST

PO BOX 53
DILLWYN,VA23936 		N/A PC General & Unrestricted 11,305

CURESEARCH FOR CHILDRENS CANCER

PO BOX 45781
BALTIMORE,MD21297 		N/A PC General & Unrestricted 400

DC ABORTION FUND

PO BOX 65061
WASHINGTON,DC20035 		N/A PC General & Unrestricted 500

DEAF WEST THEATRE COMPANY INC

11333 MOORPARK ST 75
STUDIO CITY,CA91602 		N/A PC General & Unrestricted 2,000

DOCUMENTARY FILM FUND

1165 OWENSVILLE RD
CHARLOTTESVLE,VA22901 		N/A PC Attilio Piccirilli: The Italian Factor 750

DREAM A WORLD EDUCATION

1707 S CRESCENT HEIGHTS BLVD
LOS ANGELES,CA90035 		N/A PC General & Unrestricted 1,000

Duke Comprehensive Cancer Center

POST OFC BOX 3828-DUMC
Durham,NC27710 		N/A PC DCI BREAST CANCERS FUND 4,215

DUKE UNIVERSITY

PO BOX 90581
DURHAM,NC27708 		N/A PC the duke lemur center, the music program at the duke chapel, the sarah duke gardens 1,500

DUKE UNIVERSITY

PO BOX 90600
DURHAM,NC27708 		N/A PC Iron Dukes Varsity Fencing 500

EARTH UNIVERSITY FOUNDATION

151 ELLIS ST NE FL 1 STE 133
ATLANTA,GA30303 		N/A PC General & Unrestricted 1,000

EAST-WEST PLAYERS INC

120 JUDGE JOHN AISO ST
LOS ANGELES,CA90012 		N/A PC General & Unrestricted 2,000

EMERGENCY FOOD NETWORK INC

PO BOX 4373
CHARLOTTESVILLE,VA22905 		N/A PC General & Unrestricted 1,000

ENDSTATION THEATRE COMPANY

2500 RIVERMONT AVE
LYNCHBURG,VA24503 		N/A PC General & Unrestricted 1,000

ENSEMBLE THEATRE COMPANY OF SANTA BARBARA INC

PO BOX 2307
SANTA BARBARA,CA93120 		N/A PC General & Unrestricted 1,000

FLORIDA INSTITUTE FOR SALTWATER HEITAGE INC

PO BOX 606
CORTEZ,FL34215 		N/A PC General & Unrestricted 1,000

FLORIDA STUDIO THEATRE INC

1241 N PALM AVE
SARASOTA,FL34236 		N/A PC building maintenance/upgrades fund or furnishings fund for the fst 4 apartments property at 1259 2nd str 2,500

FOOTHILLS CHILD ADVOCACY CENTER

1106 E HIGH ST SUITE 100
CHARLOTTESVILLE,VA22902 		N/A PC General & Unrestricted 250

FOUNDATION FOR DIVERSITY IN THE ARTS

170 DARLING RD
SALEM,CT06420 		N/A PC the artists' housing, transportation, food, and the producorial resources funds needed to make their developmental reading possible 2,500

FOUNTAIN THEATRE

5060 FOUNTAIN AVE
LOS ANGELES,CA90029 		N/A PC the "take your seat at the fountain memorial plaques" (seat b46 & b47) fund and the theatrical and arts education programs 5,000

FOUR COUNTY PLAYERS INC

PO BOX 1
BARBOURSVILLE,VA22923 		N/A PC General & Unrestricted 2,000

FRIENDS OF DOWNTOWN

PO BOX 253
CHARLOTTESVILLE,VA22902 		N/A PC Repair fund for Dewberry banner 1,350

FRIENDS OF DOWNTOWN

PO BOX 253
CHARLOTTESVILLE,VA22902 		N/A PC historic building markers fund and walking tour project 11,000

FRIENDS OF DOWNTOWN

PO BOX 253
CHARLOTTESVILLE,VA22902 		N/A PC Board Member Year 2 fund 15,000

FRIENDS OF ESMONT INC

210 10TH ST NE APT 301
CHARLOTTESVLE,VA22902 		N/A PC new book publication fund 500

FRIENDS OF THE OSA

1300 I ST NW STE 400E 9996
WASHINGTON,DC20005 		N/A PC General & Unrestricted 250

GEORGE WASHINGTON UNIVERSITY

2033 K ST STE 300
WASHINGTON,DC20052 		N/A PC Mary Ellen Caplin Scholarship Fund 25,000

GONZALE CRYSTAL THEATRE INC

PO BOX 1956
GONZALES,TX78629 		N/A PC Charitable Event 1,500

GONZALES YOUTH BALLET

23 CREEKWOOD DR
GONZALES,TX78629 		N/A PC Charitable Event 1,500

GRACKLE ART GALLERY INC

4621 EL CAMPO AVE
FORT WORTH,TX76107 		N/A PC General & Unrestricted 1,000

GREENWOOD

80 ACADEMY ST
SOUTH BERWICK,ME03908 		N/A PC General & Unrestricted 1,000

GROUP REPERTORY THEATRE

10900 BURBANK BLVD
N HOLLYWOOD,CA91601 		N/A PC General & Unrestricted 1,000

GUTHRIE THEATER FOUNDATION

818 S 2ND ST
MINNEAPOLIS,MN55415 		N/A PC General & Unrestricted 1,000

HABITAT FOR HUMANITY INTERNATIONAL INC

967 2ND ST SE
CHARLOTTESVILLE,VA22902 		N/A PC General & Unrestricted 500

HADASSAH THE WOMENS ZIONIST ORGANIZATION OF AMERIC

PO BOX 5048
CHARLOTTESVILLE,VA22905 		N/A PC Charlottesville Hadassa Jewish fund in Virginia 250

HAVEN AT FIRST & MARKET INC

112 W MARKET ST
CHARLOTTESVLE,VA22902 		N/A PC General & Unrestricted 5,000

HIAS INC

PO BOX 97077
WASHINGTON,DC20090 		N/A PC General & Unrestricted 100

HISTORICAL SOCIETY OF SARASOTA COUNTY

PO BOX 1632
SARASOTA,FL34230 		N/A PC General & Unrestricted 500

HOPES LEGACY EQUINE RESCUE INC

5145 TAYLOR CREEK RD
AFTON,VA22920 		N/A PC General & Unrestricted 2,000

HOSPICE OF THE PIEDMONT INC

675 PETER JEFFERSON PKWY SUITE 3
CHARLOTTESVILLE,VA22911 		N/A PC General & Unrestricted 250

HOUSE RABBIT SOCIETY

148 BROADWAY
RICHMOND,CA94804 		N/A PC General & Unrestricted 500

IN OTHER PEOPLES SHOES PRODUCTIONS

2266 E DUDLEY ST
PASADENA,CA91104 		N/A PC Charitable Event 1,500

INLAND VALLEY REPERTORY THEATRE INC

PO BOX 7743
LA VERNE,CA91750 		N/A PC General & Unrestricted 3,000

INNER-CITY ARTS

720 KOHLER ST
LOS ANGELES,CA90021 		N/A PC Learning and Achieving Through the Arts Programming 3,000

INTERACT THEATRE COMPANY

11333 MOORPARK ST PMB 391
NORTH HOLLYWOOD,CA91602 		N/A PC General & Unrestricted 1,500

INTERACT THEATRE COMPANY

11333 MOORPARK ST PMB 391
NORTH HOLLYWOOD,CA91602 		N/A PC CAPLIN FOUNDATION SCHOLARSHIP fund for Ethan & emilene bell to attend interact's summer performing arts camp 600

INTERLOCHEN CENTER FOR THE ARTS

PO BOX 199
INTERLOCHEN,MI49643 		N/A PC ACT FOR ART program - providing five gifts to deserving students studying dance, music, theatre, creative writing and film studies & production 10,000

INTERNATIONAL CITY THEATRE

67 LONG BEACH BLVD
LONG BEACH,CA90802 		N/A PC General & Unrestricted 2,000

INTERNATIONAL JUSTICE MISSION

PO BOX 96961
WASHINGTON,DC20090 		N/A PC To support the Ghana team working on prosecuting child trafficking and exploitation on lake volta 1,000

INTERNATIONAL PLANNED PARENTHOOD FEDERATION - WORL

PO BOX 33787
WASHINGTON,DC20033 		N/A SO I General & Unrestricted 250

INTERNATIONAL RESCUE COMMITTEE INC

PO BOX 6068
ALBERT LEA,MN56007 		N/A PC Earthquake relief fund in Turkey and Syria 1,000

INTERNATIONAL RESCUE COMMITTEE INC

PO BOX 6068
ALBERT LEA,MN56007 		N/A PC Earthquake Relief fund for Turkey residents and businesses 1,000

INTERNATIONAL RESCUE COMMITTEE INC

PO BOX 6068
ALBERT LEA,MN56007 		N/A PC Ukraine, Israel, Syria, Turkey relief funds 2,000

IVY CREEK FOUNDATION INC

PO BOX 956
CHARLOTTESVLE,VA22902 		N/A PC General & Unrestricted 750

IX ART PARK FOUNDATION

522 2ND ST SE STE D
CHARLOTTESVILLE,VA22902 		N/A PC General & Unrestricted 5,000

JABBERWOCKY THEATRE COMPANY

12405 VENICE BLVD SUITE 153
LOS ANGELES,CA90066 		N/A PC General & Unrestricted 1,000

JEFFERSON SCHOOL AFRICAN AMERICAN HERITAGE CENTER

233 4TH ST NW STE A
CHARLOTTESVLE,VA22903 		N/A PC General & Unrestricted 5,000

KAREN BEASLEY SEA TURTLE RESCUE AND REHABILITATION

302 TORTUGA LN
SURF CITY,NC28445 		N/A PC General & Unrestricted 500

LAHAINA RESTORATION FOUNDATION

PO BOX 294
PUUNENE,HI96784 		N/A PC Disaster Recovery fund 300

LEUKEMIA & LYMPHOMA SOCIETY INC

PO BOX 22443
NEW YORK,NY10087 		N/A PC General & Unrestricted 250

LIBRARIES WITHOUT BORDERS

244 MADISON AVE 1018
NEW YORK,NY10016 		N/A PC General & Unrestricted 500

LIBRARY FOUNDATION FOR SARASOTA COUNTY INC

PO BOX 17903
SARASOTA,FL34276 		N/A PC Honor program: In honor of John Jakes 500

LITTLE LEAGUE BASEBALL INC

384 WILDWOOD CT
CHARLOTTESVLE,VA22901 		N/A PC General & Unrestricted 600

LITTLE LEAGUE BASEBALL INC

1541 DAIRY RD
CHARLOTTESVLE,VA22903 		N/A PC General & Unrestricted 400

LIVE ARTS INC

PO BOX 1231
CHARLOTTESVILLE,VA22902 		N/A PC "crumbs from the table of joy" fund 5,000

LIVE ARTS INC

PO BOX 1231
CHARLOTTESVILLE,VA22902 		N/A PC "miss Bennett: Christmas at Pemberly" fund 5,000

LIVE ARTS INC

PO BOX 1231
CHARLOTTESVILLE,VA22902 		N/A PC General & Unrestricted 250

LOS ANGELES COUNTY HIGH SCHOOL FOR THE ARTS FOUNDA

THE ARTS FOUNDATION 1149 S
LOS ANGELES,CA90015 		N/A PC 2 Feather in You Cap Awards, 2 Promising Young artist awards and 2 artistic merit awards fund 4,000

LOS ANGELES GAY AND LESBIAN COMMUNITY SERVICES CEN

1118 N MCCADDEN PL
LOS ANGELES,CA90038 		N/A PC General & Unrestricted 1,500

LOUISA HUMANE SOCIETY INC

PO BOX 1837
LOUISA,VA23093 		N/A PC These funds are to underwrite the cost of cat adoptions for the public, to make it slightly more affordable 500

LOWER DEPTH THEATRE ENSEMBLE

3705 W PICO BLVD 870
LOS ANGELES,CA90019 		N/A PC General & Unrestricted 750

LYMELIGHT FOUNDATION INC

1229 BURLINGAME AVE 205
BURLINGAME,CA94010 		N/A PC General & Unrestricted 2,000

LYMPHOMA RESEARCH FOUNDATION

WALL ST PLAZA 88 PINE ST
NEW YORK,NY10005 		N/A PC General & Unrestricted 750

MAUI UNITED WAY INC

95 MAHALANI ST RM 24
WAILUKU,HI96793 		N/A PC Disaster Relief fund 300

MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT

PO BOX 5030
HAGERSTOWN,MD21741 		N/A PC FOR RELIEF funds IN TURKEY AND SYRIA 1,000

MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT

PO BOX 5030
HAGERSTOWN,MD21741 		N/A PC General & Unrestricted 1,000

MEDIA MATTERS FOR AMERICA

PO BOX 44811
WASHINGTON,DC20026 		N/A PC General & Unrestricted 250

MIDDLE OAK BAPTIST CHURCH

4735 PRESIDENTS RD
SCOTTSVILLE,VA24590 		N/A PC General & Unrestricted 1,000

MIRROR LAKE WATERSHED ACCOCIATION

PO BOX 1300
LAKE PLACID,NY12946 		N/A PC General & Unrestricted 1,000

MISSION OF OUR LADY OF MERCY - MERCY HOME FOR BOYS

1140 W JACKSON BLVD
CHICAGO,IL60607 		N/A PC General & Unrestricted 500

MONTANOVA STABLES FOUNDATION

5170 STONEY POINT PASS PO BOX 704
KESWICK,VA22947 		N/A PC General & Unrestricted 1,000

MONTICELLO HIGH

1400 INDEPENDENCE WAY
Charlottesville,VA22902 		N/A GOV to support the work of drama teacher and drama kids 1,000

MOVING FORWARD CONTEMPORARY ASIAN AMERICAN DANCE C

2745 ARIZONA AVE NW
WASHINGTON,DC20016 		N/A PC General & Unrestricted 500

MUNICIPAL BAND OF CHARLOTTESVILLE INC

1119 FIFTH ST SW
CHARLOTTESVILLE,VA22902 		N/A PC General & Unrestricted 300

MUSIC ANCESTRY

506 QUEENS GATE DR
KANNAPOLIS,NC28083 		N/A PC General & Unrestricted 500

MUSICAL THEATRE GUILD

13333 VENTURA BLVD STE 201
SHERMAN OAKS,CA91423 		N/A PC Student Outreach Programming 1,000

MUSICAL THEATRE WEST

4350 E 7TH ST
LONG BEACH,CA90804 		N/A PC General & Unrestricted 2,000

MYAKKA ELEPHANT RANCH INC

23760 COUNTY RD 675
MYAKKA CITY,FL34251 		N/A PC General & Unrestricted 500

MYRIAD USA INC

551 FIFTH AVE SUITE 2400
NEW YORK,NY10176 		N/A PC the Winny Obure Foundation representation fund 2,500

NAACP LEGAL DEFENSE AND EDUCATIONAL FUND INC

40 RECTOR ST 5TH FL
NEW YORK,NY10006 		N/A PC General & Unrestricted 1,000

NATIONAL ALLIANCE FOR RESEARCH ON SCHIZOPHRENIA AN

747 3RD AVE FL 33C
NEW YORK,NY10017 		N/A PC General & Unrestricted 250

NATIONAL FINCH AND SOFTBILL SOCIETY

720 LIVE OAK LN
PINOLE,CA94564 		N/A PC Charitable Event 140

NATIONAL PUBLIC RADIO INC

PO BOX 791490
BALTIMORE,MD21279 		N/A PC General & Unrestricted 500

NATIVE AMERICAN HERITAGE ASSOCIATION

830 JOHN MARSHALL HWY STE F
FRONT ROYAL,VA22630 		N/A PC General & Unrestricted 500

NATURE CONSERVANCY

4245 N FAIRFAX DRIVE STE 100
ARLINGTON,VA22203 		N/A PC General & Unrestricted 500

NEW CITY ARTS INITIATIVE

114 3RD ST NE
CHARLOTTESVILLE,VA22902 		N/A PC Soup-er Silver fund 750

NEW MUSICALS INC

5628 VINELAND AVE
N HOLLYWOOD,CA91601 		N/A PC Salary fund for Administrative Assistant 5,000

NEW ORLEANS AREA HABITAT FOR HUMANITY INC

2900 ELYSIAN FIELDS AVE
NEW ORLEANS,LA70122 		N/A PC General & Unrestricted 1,000

NEW VICTORY THEATRE

3326 W VICTORY BLVD
BURBANK,CA91505 		N/A PC roof and electrical repair fund needed for theatre and publicity costs fund for upcoming production 6,000

NEW VICTORY THEATRE

3326 W VICTORY BLVD
BURBANK,CA91505 		N/A PC General & Unrestricted 5,000

NEW YORK LIVE ARTS INC

219 W 19TH ST
NEW YORK,NY10011 		N/A PC Charitable Event 1,500

NORTH COAST REPERTORY THEATRE A NON PROFIT CORPORA

987 LOMAS SANTA FE DR STE D
SOLANA BEACH,CA92075 		N/A PC General & Unrestricted 2,500

OCEAN CONSERVANCY INC

1300 19TH ST NW 8TH FLOOR
WASHINGTON,DC20036 		N/A PC General & Unrestricted 500

OGLALA LAKOTA COLLEGE

PO BOX 490
KYLE,SD57752 		N/A PC General & Unrestricted 750

OHIO SHAKESPEARE FESTIVAL

507 E CRAIN AVE
KENT,OH44240 		N/A PC Charitable Event 2,500

ONWARD CHRISTIAN ACADEMY

1354 DALTONS DR
FOREST,VA24551 		N/A PC General & Unrestricted 1,000

OPERA ON THE JAMES

PO BOX 1450
LYNCHBURG,VA24505 		N/A PC General & Unrestricted 2,500

PADI AWARE FOUNDATION

30151 TOMAS STE 200
RANCHO SANTA MARGARITA,CA92688 		N/A PC General & Unrestricted 400

PALESTINE CHILDRENS RELIEF FUND

360 E 2ND ST STE 710
LOS ANGELES,CA90012 		N/A PC General & Unrestricted 1,000

PARTNERS IN HEALTH A NONPROFIT CORPORATION

PO BOX 996
FREDERICK,MD21705 		N/A PC General & Unrestricted 1,000

PASADENA PLAYHOUSE STATE THEATRE OF CALIFORNIA INC

39 S EL MOLINO AVE
PASADENA,CA91101 		N/A PC General & Unrestricted 5,000

PENDRAGON INC

15 BRANDY BRK
SARANAC LAKE,NY12983 		N/A PC General & Unrestricted 1,000

PERFORMANCE ZONE INC

225 W 34TH ST FL 9
NEW YORK,NY10122 		N/A PC In support of new works development produced by and under the care of new art city theatre 1,500

PIEDMONT COURT APPOINTED SPECIAL ADVOCATES INC

818 E HIGH ST
CHARLOTTESVILLE,VA22902 		N/A PC General & Unrestricted 250

PIEDMONT COURT APPOINTED SPECIAL ADVOCATES INC

818 E HIGH ST
CHARLOTTESVILLE,VA22902 		N/A PC building repairs fund 2,500

PIEDMONT ENVIRONMENTAL COUNCIL

45 HORNER ST
WARRENTON,VA20186 		N/A PC General & Unrestricted 500

PILGRIM BAPTIST CHURCH

211 ALBEMARLE ST
CHARLOTTESVILLE,VA22903 		N/A PC General & Unrestricted 500

PLANNED PARENTHOOD ASSOCIATION OF METROPOLITAN WAS

1225 4TH ST NE
WASHINGTON,DC20002 		N/A PC General & Unrestricted 250

PLANNED PARENTHOOD FEDERATION OF AMERICA INC

123 WILLIAMS ST 10TH FL
NEW YORK,NY10038 		N/A PC General & Unrestricted 3,000

PLANNED PARENTHOOD SOUTH ATLANTIC

100 S BOYLAN AVE
RALEIGH,NC27603 		N/A PC Champions of Choice Charlottesville 2,500

PLAYWRIGHTS ARENA

514 S SPRING ST
LOS ANGELES,CA90013 		N/A PC General & Unrestricted 2,000

PLEASANT GROVE BAPTIST CHURCH

PO BOX 751
EARLYSVILLE,VA22936 		N/A PC General & Unrestricted 1,000

PRESERVATION PIEDMONT

PO BOX 2803
CHARLOTTESVLE,VA22902 		N/A PC General & Unrestricted 1,000

PRESERVERS OF THE DAUGHTERS OF ZION CEMETERY

201 6TH ST NW
CHARLOTTESVILLE,VA22903 		N/A PC General & Unrestricted 500

PRO PUBLICA INC

155 AVE OF THE AMERICAS 13TH FL
NEW YORK,NY10013 		N/A PC General & Unrestricted 250

PUBLIC EDUCATION FUND OF CHARLOTTESVILLE-ALBEMARLE

PO BOX 175
CHARLOTTESVILLE,VA22902 		N/A PC General & Unrestricted 750

RABBIT RESCUE OF MN

PO BOX 314
LAKEVILLE,MN55044 		N/A PC General & Unrestricted 500

RECTOR & VISITORS OF THE UNIVERSITY OF VIRGINIA -

PO BOX 37963
BOONE,IA50037 		N/A PC Council Board Member Annual fund 2,500

RECTOR & VISITORS OF THE UNIVERSITY OF VIRGINIA -

PO BOX 37963
BOONE,IA50037 		N/A PC General & Unrestricted 1,000

RECTOR & VISITORS OF THE UNIVERSITY OF VIRGINIA -

PO BOX 37963
BOONE,IA50037 		N/A PC Virginia Theater Festival fund 5,000

RECTOR & VISITORS OF THE UNIVERSITY OF VIRGINIA -

PO BOX 400869
CHARLOTTESVILLE,VA22904 		N/A PC the 2023 Virginia Film Festival fund 1,000

RECTOR & VISITORS OF THE UNIVERSITY OF VIRGINIA -

PO BOX 400811
CHARLOTTESVILLE,VA22904 		N/A PC General & Unrestricted 500

REDHOUSE ARTS CENTER INC

PO POX 603
SYRACUSE,NY13201 		N/A PC General & Unrestricted 1,000

RIVANNA CONSERVATION ALLIANCE

PO BOX 1503
CHARLOTTESVILLE,VA22902 		N/A PC General & Unrestricted 350

ROCKFISH WILDLIFE SANCTUARY INC

5450 WHEELERS COVE RD
SHIPMAN,VA22971 		N/A PC General & Unrestricted 300

ROCKY FOUNDATION

5793 LOUISA RD
KESWICK,VA22947 		N/A PC General & Unrestricted 2,500

RONALD MCDONALD HOUSE CHARITIES OF CHARLOTTESVILLE

300 9TH ST SW
CHARLOTTESVILLE,VA22903 		N/A PC the Arthur C. Greene Rising stars program 2,000

SAFE CHILDREN FOUNDATION

PO BOX 148
FAIRFAX,VA22038 		N/A PC General & Unrestricted 1,500

SAN DIEGO MUSICAL THEATRE

4650 MERCURY ST
SAN DIEGO,CA92111 		N/A PC General & Unrestricted 1,500

SANTA MONICA GROUP THEATRE

1211 4TH ST
SANTA MONICA,CA90401 		N/A PC General & Unrestricted 1,000

SARASOTA ALLIANCE FOR HISTORIC PRESERVATION INC

PO BOX 1754
SARASOTA,FL34230 		N/A PC Charitable Event 1,000

SARASOTA AUDUBON SOCIETY INC

999 CENTER RD
SARASOTA,FL34240 		N/A PC the CELERY FIELDS PROJECT 1,000

SARASOTA BALLET OF FLORIDA INC

5555 N TAMIAMI TRL
SARASOTA,FL34243 		N/A PC General & Unrestricted 1,000

SARASOTA OPERA ASSOCIATION INC

61 N PINEAPPLE AVE
SARASOTA,FL34236 		N/A PC General & Unrestricted 2,000

SAVE THE CHILDREN FEDERATION INC

501 KINGS HWY EAST STE 400
FAIRFIELD,CT06825 		N/A PC General & Unrestricted 1,000

SHELTER FOR HELP IN EMERGENCY

PO BOX 1013
CHARLOTTESVLE,VA22902 		N/A PC General & Unrestricted 1,500

SIDE BY SIDE VA INC

PO BOX 5542
RICHMOND,VA23220 		N/A PC General & Unrestricted 250

SIDWELL FRIENDS SCHOOL

3825 WISCONSIN AVE NW
WASHINGTON,DC20016 		N/A PC Mary Ellen Caplin Theater fund 5,000

SIDWELL FRIENDS SCHOOL

3825 WISCONSIN AVE NW
WASHINGTON,DC20016 		N/A PC General & Unrestricted 250

SIERRA MADRE PLAYHOUSE

87 W SIERRA MADRE BLVD
SIERRA MADRE,CA91024 		N/A PC General & Unrestricted 1,000

SKYLIGHT THEATRE COMPANY

1816 12 N VERMONT AVE
LOS ANGELES,CA90027 		N/A PC General & Unrestricted 1,000

SOME INC

71 O ST NW
WASHINGTON,DC20001 		N/A PC General & Unrestricted 750

SOUTHERN ENVIRONMENTAL LAW CENTER

120 GARRETT ST STE 400
CHARLOTTESVILLE,VA22902 		N/A PC General & Unrestricted 15,500

SOUTHERN POVERTY LAW CENTER INC

400 WASHINGTON AVE
MONTGOMERY,AL36104 		N/A PC General & Unrestricted 500

STAGE DIRECTORS & CHOREOGRAPHERS WORKSHOP FOUNDATI

321 W 44TH ST STE 804
NEW YORK,NY10036 		N/A PC General & Unrestricted 1,500

STRONG QUALITY BASKETBALL ASSOCIATION

362 TWYMANS MILL RD
RADIANT,VA22732 		N/A PC General & Unrestricted 1,500

STRONG QUALITY BASKETBALL ASSOCIATION

362 TWYMANS MILL RD
RADIANT,VA22732 		N/A PC to support the team and to give it the ability to grant academic scholarships in addition to athletic training 6,000

TANDEM FRIENDS SCHOOL

279 TANDEM LN
CHARLOTTESVLE,VA22902 		N/A PC the construction fund of the pavilion 15,000

TANDEM FRIENDS SCHOOL

279 TANDEM LN
CHARLOTTESVLE,VA22902 		N/A PC To support building and grounds 1,000

THE CARTER CENTER INC

453 FREEDOM PKWY NE ONE COPENHILL
ATLANTA,GA30307 		N/A PC General & Unrestricted 100

THE CHANCE THEATER

5522 E LA PALMA AVE
ANAHEIM,CA92807 		N/A PC General & Unrestricted 2,000

THE DANCE RESOURCE CENTER OF GREATER LOS ANGELES

1976 S LA CIENEGA BLVD C216
LOS ANGELES,CA90034 		N/A PC Arts for All led by Heather lipson bell 1,500

THE EDGAR AND ELEANOR SHANNON FDN FOR EXCELLENCE I

1368 REAS FORD RD
EARLYSVILLE,VA22936 		N/A PC General & Unrestricted 1,000

THE LAGUNA PLAYHOUSE

606 LAGUNA CANYON RD
LAGUNA BEACH,CA92651 		N/A PC General & Unrestricted 1,500

THE MIAMI FOUNDATION INC

40 NW 3RD ST STE 305
MIAMI,FL33128 		N/A PC general & unrestricted 2,250,000

THE MINNESOTA OPERA

620 N 1ST ST
MINNEAPOLIS,MN55401 		N/A PC General & Unrestricted 1,000

THE NEW YORK CENTER FOR CHILDREN

333 E 70TH ST
NEW YORK,NY10021 		N/A PC General & Unrestricted 3,000

THE OPEN FIST THEATRE COMPANY INC

14535 ARMINTA ST UNIT E
VAN NUYS,CA91402 		N/A PC General & Unrestricted 1,000

THE PARAMOUNT THEATER INC

215 E MAIN ST
CHARLOTTESVLE,VA22902 		N/A PC Grand Marquee fund 2,500

THEATRE AT BOSTON COURT

70 N MENTOR AVE
PASADENA,CA91106 		N/A PC General & Unrestricted 2,500

THEATRE FORTY INC

17595 HARVARD STE C 139
IRVINE,CA92614 		N/A PC General & Unrestricted 1,500

THOMAS JEFFERSON FOUNDATION INC

PO BOX 217
CHARLOTTESVILLE,VA22902 		N/A PC Medal in Law 5,000

TOM TOM FOUNDATION

100 W S ST APT 1D
CHARLOTTESVLE,VA22902 		N/A PC General & Unrestricted 3,500

TOM TOM FOUNDATION

100 W S ST APT 1D
CHARLOTTESVLE,VA22902 		N/A PC Tom-Tom spring and other festivals on the Downtown mall 5,000

TRINITY EPISCOPAL CHURCH

1118 PRESTON AVE
CHARLOTTESVILLE,VA22903 		N/A PC The BREAD AND ROSES program 500

UNION OF CONCERNED SCIENTISTS INC

2 BRATTLE SQ SUITE 6
CAMBRIDGE,MA02138 		N/A PC General & Unrestricted 200

UNION RIDGE BAPTIST CHURCH

2980 HYDRAULIC RD
CHARLOTTESVILLE,VA22901 		N/A PC General & Unrestricted 1,000

UNITED PRESBYTERIAN CHURCH IN THE USA - FIRST PRES

1760 N GOWER ST
LOS ANGELES,CA90028 		N/A PC General & Unrestricted 1,500

UNITED WAY OF GREATER CHARLOTTESVILLE

806 E HIGH ST
CHARLOTTESVILLE,VA22902 		N/A PC General & Unrestricted 5,000

UNIVERSITY OF VIRGINIA

PO BOX 400204
CHARLOTTESVILLE,VA22904 		N/A PC Ruth Caplin Dance Fund 25,000

UNIVERSITY OF VIRGINIA

PO BOX 400204
CHARLOTTESVILLE,VA22904 		N/A PC UVA Drama Department Guest Artist Fund 5,000

UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION

580 MASSIE RD
CHARLOTTESVILLE,VA22903 		N/A PC Mortimer M. Caplin Public Service Center 5,000

URBANITE THEATRE INC

1487 2ND ST
SARASOTA,FL34236 		N/A PC General & Unrestricted 3,500

VICTORY HALL OPERA

PO BOX 72
CHARLOTTESVLE,VA22902 		N/A PC General & Unrestricted 500

VIRGINIA DISCOVERY MUSEUM INC

PO BOX 1128
CHARLOTTESVLE,VA22902 		N/A PC General & Unrestricted 250

VIRGINIA MUSEUM OF FINE ARTS FOUNDATION

200 N ARTHUR ASHE BLVD
RICHMOND,VA23220 		N/A PC General & Unrestricted 750

VIRGINIA ORGANIZING INC

703 CONCORD AVE
CHARLOTTESVILLE,VA22903 		N/A PC General & Unrestricted 1,000

VIRGINIA OUTDOORS FOUNDATION

39 GARRETT ST STE 200
WARRENTON,VA20186 		N/A GOV General & Unrestricted 500

VIRGINIA TECH FOUNDATION INC

902 PRICES FORK RD STE 4500
BLACKSBURG,VA24061 		N/A PC Charitable Event 500

VIRGINIA TECH FOUNDATION INC

902 PRICES FORK RD STE 4500
BLACKSBURG,VA24061 		N/A PC WVTF/RadioIQ programming 300

VOLUNTEERS IN PSYCHOTHERAPY INC

7 SOUTH MAIN ST 208
WEST HARTFORD,CT06107 		N/A PC General & Unrestricted 1,200

WAKE FOREST BAPTIST CHURCH

3075 ROLLING RD
SCOTTSVILLE,VA24590 		N/A PC General & Unrestricted 500

WARTIME FITNESS WARRIORS

1147 RIVER RD STE 2
CHARLOTTESVLE,VA22901 		N/A PC General & Unrestricted 500

WESLEYAN UNIVERSITY The Wesleyan Fund (obsolete)

318 HIGH ST
MIDDLETOWN,CT06459 		N/A PC THE MEN'S RUGBY SQUAD at wesu fund 1,000

WESTCOAST BLACK THEATRE TROUPE OF FLORIDA INC

PO BOX 1086
SARASOTA,FL34230 		N/A PC General & Unrestricted 1,000

WESTERN ALBEMARLE HIGH

5941 ROCKFISH GAP TPKE
Crozet,VA22932 		N/A GOV to support the work of drama teacher and drama students 1,000

WESTMINSTER PRESBYTERIAN CHURCH

400 RUGBY RD
CHARLOTTESVILLE,VA22903 		N/A PC Charitable Event 500

WESTMINSTER PRESBYTERIAN CHURCH

400 RUGBY RD
CHARLOTTESVILLE,VA22903 		N/A PC General & Unrestricted 500

WILDLIFE CENTER OF VIRGINIA

1800 S DELPHINE AVE
WAYNESBORO,VA22980 		N/A PC General & Unrestricted 2,000

WILLIAM & MARY FOUNDATION

5300 DISCOVERY PARK BLVD 3RD FL
WILLIAMSBURG,VA23188 		N/A PC Annual Fund 750

WILLIAM & MARY FOUNDATION

5300 DISCOVERY PARK BLVD 3RD FL
WILLIAMSBURG,VA23188 		N/A PC General & Unrestricted 250

WOMEN LIKE US FOUNDATION INC

3200 LA ROTONDA DR UNIT 512
RCH PALOS VRD,CA90275 		N/A PC Teen Mother Counseling, Sewing Machines and computer training funds 3,000

WOODWELL CLIMATE RESEARCH CENTER INC

149 WOODS HOLE RD
FALMOUTH,MA02540 		N/A PC General & Unrestricted 600

WORLD AS ONE

33204 MULHOLLAND HWY
MALIBU,CA90265 		N/A PC World As One Film Production Costs fund 1,500

YES I CAN INC

22097 BARRINGTON WAY
SANTA CLARITA,CA91350 		N/A PC The Pilot program for Tangled Roots Documentary Series 6,000

YOUTH ORCHESTRAS OF CENTRAL VIRGINIA INC

PO BOX 4845
CHARLOTTESVILLE,VA22905 		N/A PC General & Unrestricted 1,000

ZEPHYRUS

1702 KING MOUNTAIN RD
CHARLOTTESVILLE,VA22901 		N/A PC General & Unrestricted 500

ZION UNION BAPTIST CHURCH

1015 PRESTON AVE
CHARLOTTESVLE,VA22903 		N/A PC General & Unrestricted 500
Total .................................right arrow 3a 2,758,410
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 1,036  
4 Dividends and interest from securities ....     14 86,649  
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 8,616  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aINCOME FROM MINING & LEASEHOLD INTERESTS 		211120 6,150      
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 6,150 96,301  
13Total. Add line 12, columns (b), (d), and (e)..................
13
102,451
(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

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 DepreciationSchedule
Name:
Caplin Foundation
EIN:
52-6078981
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2023 InvestmentsCorpStockSchedule
Name:
Caplin Foundation
EIN:
52-6078981
Name of Stock End of Year Book Value End of Year Fair Market Value
AIA GROUP LTD ADR 12,509 10,332
AIR PRODS & CHEM INC 33,556 34,773
ALTRIA GROUP INC 19,611 20,049
AMADEUS IT HLDS SA 5,668 7,785
APPLE INC 17,086 61,417
ARKEMA S/ADR 7,761 6,485
ASHTEAD GROUP PLC 8,874 11,086
ASML HOLDING NV NY REG SHS 5,899 11,354
BAE SYSTEMS PLC 6,213 6,880
BERKSHIRE HATHAWAY INC. CLASS 24,067 43,156
BLACKROCK INC 23,100 43,837
BNS CAP 99.83% SV 27,14 114,630 197,748
BROADCOM INC 6,606 16,744
CAP GEMINI SA UNSP/ADR 9,369 10,086
CGI INC 10,401 14,045
CHARLES SCHWAB CORP 29,596 36,946
CHEVRON CORP 18,287 30,279
CHINA MENGNIU DAIRY COMPANY AD 10,449 5,556
CHINA RESOURCES ENTERPRISE LTD 9,254 6,015
CINCINNATI FINANCIAL CORP 21,327 19,657
CISCO SYSTEMS INC 26,952 27,988
COMCAST CORP 24,818 21,267
COMPAGNIE FINANCIERE RICHEMONT 8,155 9,105
CRH PLC - AMERICAN DEPOSITARY 5,958 8,991
CROWN CASTLE INTL 34,036 25,918
CSL LTD 6,677 6,802
DANAHER CORP 6,930 4,978,898
DEUTSCHE BOERSE ADR 6,906 9,389
DIAGEO PLC ADS 28,678 26,656
DOMINION ENERGY INC 33,135 20,868
EATON VANCE FLOATING RATE FUND 58,632 55,598
FANUC LIMITED UNSPONSORED 12,270 11,543
FASTENAL COMPANY 15,622 31,413
FIDELITY NATIONAL INFORMATION 45,671 29,134
FLUTTER ENTMT PLC ADR 4,980 7,459
FRANKLIN STREET PROPERTIES COR 89,984 44,257
HALEON PLC 9,460 9,810
HDFC BANK LTD ADR 13,623 14,966
HEINEKEN N V S ADR 11,152 11,114
HOYA CORP SPONS ADR 5,921 8,218
ICON PLC - AMERICAN DEPOSITARY 11,540 15,569
JOHNSON & JOHNSON 33,518 37,618
JP MORGAN STRATEGIC INCOME OPP 68,613 66,456
KINGSPAN GROUP 5,477 6,145
KOMATSU LTD 3,101 3,712
L'AIR LIQUIDE ADR OTC 9,115 11,140
LINDE PLC COM 8,204 11,911
LORD ABBETT INVESTMENT TRUST S 163,719 149,442
LOWES COMPANIES INC 20,597 40,059
LVMH MOET HENN UNSP 9,520 14,133
MAGNA INTERNATIONAL INC 7,190 5,317
MERCK & CO INC 25,490 36,195
MICROSOFT CORP 16,284 45,125
NESTLE S.A 32,341 34,920
NINTENDO CO LTD ADR UNSPON 25,045 22,901
NORFOLK SOUTHERN CORP 34,159 42,312
NORTHROP GRUMMAN CORP 28,632 30,429
NOVO NORDISK A S 5,818 14,173
PAYCHEX 19,638 29,182
PERNOD RICARD S A SPONSORED AD 6,904 6,460
PHILIP MORRIS INTL 35,023 39,043
PIMCO UNCONSTRAINED BOND FUND 38,938 34,553
PROGRESSIVE CORP OHIO 20,016 32,175
PUBLICIS GROUPE S.A 7,397 8,624
RECKITT BENCKISER GROUP 10,426 8,436
RELX PLC 13,057 16,618
RITCHIE BROS AUCTIONEERS 6,376 7,291
ROYAL BANK OF CANADA 4,659 5,866
ROYAL DUTCH SHELL CL A (OLD) 7,717 9,212
SANDVIK AB SPONS ADR 8,371 7,436
SCHNEIDER ELEC UNSP/ADR 7,718 13,920
SHIMANO INC UNSP ADR EACH REPR 8,432 7,880
SMC CORPORATION 4,926 5,954
SONY GROUP CORP 10,161 10,132
STARBUCKS CORP COM 32,137 33,796
STMICROELECTRONICS 5,040 5,965
SVENSKA HANDELSBK UNS ADR 8,169 9,490
SX5E URNS ISSUER BNS 300,001 309,300
TAIWAN SEMICONDUCTOR MFG CO LT 10,070 14,664
TECHTRONIC INDS SPD ADR 12,346 12,946
TEMPLETON GLOBAL BD 45,875 29,336
TEXAS INSTRUMENTS INC 32,691 42,274
TOKYO ELECTRON LTD 6,531 12,171
TOTALENERGIES SE 7,595 9,568
UNITED OVRSEAS BK LTD ADR 5,603 6,016
UNITED PARCEL SERVICE 23,716 30,660
VERALTO CORPORATION 915 590,132
VERIZON COMMUNICATIONS 27,138 18,435
WAL-MART DE MEX V SP/ADR 13,583 19,210
WOLTERS KLUWER S/ADR 6,387 12,398
YUM CHINA HOLDINGS INC 8,703 6,534

TY 2023 InvestmentsOtherSchedule2
Name:
Caplin Foundation
EIN:
52-6078981
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MINERAL RIGHTS   0 0

TY 2023 LiquidationExplanationStmt
Name:
Caplin Foundation
EIN:
52-6078981
Statement:
As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2023, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $2,758,410. This amount represents 25% or more of the Foundation's net assets of $10,711,742 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2023. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein.


TY 2023 OtherExpensesSchedule
Name:
Caplin Foundation
EIN:
52-6078981
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 37,366     37,366
Bank Charges 1,256 1,256    
Registered Agent Fee 534     534


TY 2023 OtherIncomeSchedule2
Name:
Caplin Foundation
EIN:
52-6078981
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
income from mining & leasehold interests 6,150    


TY 2023 OtherIncreasesSchedule
Name:
Caplin Foundation
EIN:
52-6078981
Description Amount
RETURNED GRANTS 4,300


TY 2023 OtherProfessionalFeesSchedule
Name:
Caplin Foundation
EIN:
52-6078981
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 18,982 18,982    


TY 2023 TaxesSchedule
Name:
Caplin Foundation
EIN:
52-6078981
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2023 1,000      
990-PF Excise Tax for 2022 25,840      
990-T Income Tax for 2022 105      
Foreign Tax Paid 1,591 1,591    
STATE INCOME TAX 2022 781