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
SHIVERS CANCER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1111 W 6TH STREET BLDG B SUITE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
AUSTIN, TX78703
A Employer identification number

74-1715889
B Telephone number (see instructions)

(512) 479-2662
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$12,259,995J 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) 8,310
2 Check right arrow.............
3 Interest on savings and temporary cash investments 154 154  
4 Dividends and interest from securities... 271,951 271,951  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 224,012
b Gross sales price for all assets on line 6a 4,441,806
7 Capital gain net income (from Part IV, line 2)... 224,012
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).......      
12 Total. Add lines 1 through 11........ 504,427 496,117  
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
9,042 4,521   4,521
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
89,463 89,463   0
17 Interest............... 134 0   134
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
12,238 7,238   0
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
7,189 4,143   3,046
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 118,066 105,365   7,701
25 Contributions, gifts, grants paid....... 811,772 811,772
26 Total expenses and disbursements. Add lines 24 and 25 929,838 105,365   819,473
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -425,411
b Net investment income (if negative, enter -0-) 390,752
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............. 5 2,427 2,427
2 Savings and temporary cash investments......... 168,017 171,954 171,954
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) 1,454,936 Click to see attachment
List of Attached Documents:
// Content
1,407,865 		1,324,566
b Investments—corporate stock (attach schedule)....... 7,010,210 Click to see attachment
List of Attached Documents:
// Content
6,804,556 		8,854,558
c Investments—corporate bonds (attach schedule)....... 2,222,772 Click to see attachment
List of Attached Documents:
// Content
2,043,727 		1,906,490
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) 10,855,940 10,430,529 12,259,995
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 10,855,940 10,430,529
29 Total net assets or fund balances (see instructions)..... 10,855,940 10,430,529
30 Total liabilities and net assets/fund balances (see instructions). 10,855,940 10,430,529
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
10,855,940
2
Enter amount from Part I, line 27a .....................
2
-425,411
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
10,430,529
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
10,430,529
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 P    
b CAPITAL GAINS DIVIDENDS P    
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 4,436,807   4,217,794 219,013
b 4,999     4,999
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       219,013
b       4,999
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 2 224,012
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 5,431
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 5,431
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 5,431
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 6,203
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 4,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,203
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 4,772
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow4,772 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 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 arrowTX
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowPATRICIA YOUNG BROWN Telephone no.right arrow (512) 771-6919

Located atright arrow1111 W 6TH STREET BLDG B SUITE 400AUSTINTX ZIP+4right arrow78703
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
CLARKE HEIDRICK CHAIR
0.10 		0 0 0
1111 W 6TH STREET BLDG B SUITE 400
AUSTIN,TX78703
ROBERT E ASKEW JR MD DIRECTOR
0.10 		0 0 0
1111 W 6TH STREET BLDG B SUITE 400
AUSTIN,TX78703
LEW LITTLE DIRECTOR
0.10 		0 0 0
1111 W 6TH STREET BLDG B SUITE 400
AUSTIN,TX78703
BRITT STEFFENSEN SECRETARY
0.10 		0 0 0
1111 W 6TH STREET BLDG B SUITE 400
AUSTIN,TX78703
SHANNON COX MD DIRECTOR
0.10 		0 0 0
1111 W 6TH STREET BLDG B SUITE 400
AUSTIN,TX78703
DEBRA PATT MD DIRECTOR
0.10 		0 0 0
1111 W 6TH STREET BLDG B SUITE 400
AUSTIN,TX78703
TRISH YOUNG BROWN DIRECTOR
0.10 		0 0 0
1111 W 6TH STREET BLDG B SUITE 400
AUSTIN,TX78703
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
UBS FINANCIAL SERVICES INC INVESTMENT ADVISORY 89,463
98 SAN JACINTO BLVD SUITE 600
AUSTIN,TX78701
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
11,432,994
b
Average of monthly cash balances.......................
1b
230,439
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
11,663,433
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
11,663,433
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
174,951
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
11,488,482
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
574,424
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
574,424
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
5,431
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,431
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
568,993
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
568,993
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
568,993
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
819,473
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
819,473
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 7 568,993
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 250,544
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 819,473
a Applied to 2022, but not more than line 2a 250,544
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..... 568,929
e Remaining amount distributed out of corpus 0
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 0
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 .......... 		64
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 ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or 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

DELL CHILDREN'S FOUNDATION

4900 MUELLER BOULEVARD
AUSTIN,TX78723 		  PC TO FUND ORGANIZATION'S EXEMPT PURPOSE. 300,000

HOSPICE AUSTIN

4107 SPICEWOOD SPRINGS ROAD
AUSTIN,TX78759 		  PC TO FUND ORGANIZATION'S EXEMPT PURPOSE. 15,000

RONALD MCDONALD HOUSE

110 N CARPENTER STREET
CHICAGO,IL60607 		  PC TO FUND ORGANIZATION'S EXEMPT PURPOSE. 100,000

UNITED WAY OF GREATER AUSTIN

5930 MIDDLE FISKVILLE RD 5TH FLOOR
AUSTIN,TX78752 		  PC TO FUND ORGANIZATION'S EXEMPT PURPOSE. 396,772
Total .................................right arrow 3a 811,772
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 ........... 		    14 154  
4 Dividends and interest from securities ....     14 271,951  
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 ............ 		    18 224,012  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 496,117 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
496,117
(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
SHIVERS CANCER FOUNDATION
 
Employer identification number

74-1715889
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
SHIVERS CANCER FOUNDATION
  		Employer identification number
74-1715889
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
THE DAVIS CHARITABLE TRUST
 
C/O NORTHERN TRUST 98 SAN JACINTO B
 
AUSTIN, TX78701

$ 8,042


(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
SHIVERS CANCER FOUNDATION
  		Employer identification number

74-1715889
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
SHIVERS CANCER FOUNDATION
  		Employer identification number

74-1715889
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:
SHIVERS CANCER FOUNDATION
EIN:
74-1715889
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
RETURN PREP AND COMPLIANCE 9,042 4,521   4,521

TY 2023 InvestmentsCorpBondsSchedule
Name:
SHIVERS CANCER FOUNDATION
EIN:
74-1715889
Name of Bond End of Year Book Value End of Year Fair Market Value
AMGEN INC. NTS B/E, 3.625%, MATURES 5/22/24 103,297 102,174
WALMART INC. NTS B/E, 3.550%, MATURES 6/25/25 11,451 10,848
WELLS FARGO & CO MED TERM NTS, 3.550%, MATURES 9/29/25 88,835 86,001
AON PLC B/E, 3.875%, MATURES 12/15/25 70,380 67,581
MORGAN STANLEY, NTS B/E, 3.875%, MATURES 1/27/26 79,299 78,380
ALPHABET INC B/E, 1.998%, MATURES 8/15/26 9,252 8,503
GOLDMAN SACHS GROUP INC, 3.850%, 1/26/27 81,314 77,820
AMER EXPRESS CO NTS B/E 2.55% MATURES 3/4/27 86,282 85,297
KEYCORP INC. NTS B/E, 2.250%, MATURES 4/6/27 89,543 88,308
META PLATFORMS INC NTS 3.50% MATURES 8/15/27 71,894 73,093
CPTL ONE FINL CORP NTS B/E 1.878% MATURES 11/2/27 84,124 78,292
BANK OF AMERICA CORP, 3.824%, MATURES 1/20/28 81,614 76,912
TARGET CORP B/E, 3.375%, MATURES 4/15/29 91,290 86,691
HOME DEPOT NTS B/E, 2.950%, MATURES 6/15/29 101,582 90,325
PNC FINL SERV GRP INC WT 2.550% MATURES 1/22/30 87,009 74,448
UNION PAC CORP B/E, 2.400%, MATURES 2/5/30 107,461 95,428
VERIZON COMMUNICATIONS SBP, 3.150%, MATURES 3/22/30 94,656 78,717
AFLAC INC. NTS B/E, 3.600%, MATURES 4/1/30 108,374 95,618
BLACKROCK INC NTS B/E 2.4% MATURES 4/30/30 86,249 84,976
XILINX INC. B/E, 2.375%, MATURES 6/1/30 92,078 77,931
TRUIST FINL CORP FR B/E 1.95% MATURES 6/5/30 86,133 83,580
JOHN DEERE CAPITAL CORP NTS B/E 4.70% MATURES 6/10/30 80,267 82,460
CITIGROUP INC. NTS B/E, 4.412%, MATURES 3/31/31 94,068 81,408
JP MORGAN CHASE & CO B/E 1.93% MATURES 2/4/32 93,337 77,354
COMCAST CORP B/E 5BP 4.65% MATURES 2/15/33 63,938 64,345

TY 2023 InvestmentsCorpStockSchedule
Name:
SHIVERS CANCER FOUNDATION
EIN:
74-1715889
Name of Stock End of Year Book Value End of Year Fair Market Value
**TESCO STORES HLDG ORD SPON 36,167 39,797
ALLIANZ SD ADR 32,766 49,590
BANCO SANTANDO SA SPON ADR 54,548 57,794
BOUYGUES SA ADR 40,276 45,443
BP PLC SPON ADR 47,089 46,976
CK HUTCHISON HOLDINGS LTD. UNSPONSORED ADR 61,346 33,105
COMPAGNIE DE SAINT-GOBAIN ADR 19,624 40,297
CONTL AG-SPON ADR 31,341 25,012
ENEL SPA ADR 46,583 61,408
FUJI FILM HOLDINGS CORP ADR 28,213 39,966
FUJITSU LTD ADR NEW JAPAN ADR 15,384 18,468
GLAXO SMITHCLINE PLC ADR 50,226 46,066
HITACHI LTD ADR 30,924 40,190
HONDA MOTOR CO ADR JAPAN ADR 43,073 44,016
IMPERIAL BRANDS PLC SPON ADR 44,116 45,991
KAO CORP UNSPONSORED ADR 26,929 29,072
KERING S A UN SPONSORED ADR 13,643 14,245
KINGFISHER PLC NEW SPON ADR 35,607 29,058
KONINKLUKE PHILIPS NV SPON ADR 30,460 46,590
KYOCERA CORP ADR JAPAN ADR 26,282 25,406
LLOYDS BANKING GROUP PLC SPON ADR 55,456 43,928
MITSUBISHI ELEC CORP SPON ADR JAPAN ADR 33,904 37,058
MONDI PLC ADR 37,978 29,219
NOVARTIS AG SPON ADR 34,879 48,869
SANDOZ GROUP AG SPON ADR 1,912 3,073
SANOFI SPON ADR 37,857 43,613
SECOM LTD ADR JAPAN ADR 29,152 30,723
SHELL PLC SPON ADR 27,917 44,744
SINGAPORE TELECOM LTD NEW 2006 SPON ADR 24,110 20,578
SNAM SPA UN SPONSOR ADR 54,628 50,171
SONY GROUP CORP SPONSORED ADR 46,208 55,110
SSE PLC SPON ADR 17,284 28,608
TAIWAN SEMICONDUCTOR MFG CO LTD ADR 7,728 26,312
TAKEDA PHARMACEUTICAL CO LTD SPON ADR 53,940 37,816
TOYOTA INDUSTRIES CORP ADR 31,303 44,000
UNTD OVERSEAS BK LTD SPON ADR 33,323 45,920
UPM KYMMENE CORP ADR 6,926 8,100
WH GROUP PLC SPON ADR 34,452 26,610
WPP PLC NEW SPON ADR 54,884 35,725
ABBOTT LABS 22,015 25,426
AGILENT TECHNOLOGIES INC 75,966 86,894
ALEXANDRIA REAL ESTATE EQUITIES 117,487 118,403
ALLSTATE CORP 24,366 31,075
AMERICAN WATER WORKS CO INC. 24,624 21,778
APPLE INC. 10,763 28,494
BALL CORP 41,273 39,861
BANK OF AMERICA CORP 106,510 109,529
BEST BUY CO INC. 14,305 12,994
CAPITAL ONE FINCL CORP 24,374 32,518
CELANESE CORP NEW 20,024 30,452
CITIGROUP INC. 39,010 38,631
COMCAST CORP NEW CL A 56,161 48,586
CROWN CASTLE INTL CORP REIT 78,264 81,324
EOG RESOURCES INC. 17,841 25,520
EVERSOURCE ENERGY COM 95,775 84,495
EXTRA SPACE STORAGE INC REITS 11,642 14,269
FMC CORP NEW 24,346 20,428
GENPACT LTD 39,604 36,444
HENRY JACK & ASSOC INC 23,495 24,348
HOME DEPOT INC. 22,533 26,338
HUMANA INC 48,870 48,986
INTER CONTINENTAL EXCHANGE GROUP 21,735 28,511
INTUIT 73,927 107,505
INVITATION HOMES INC REIT 26,392 27,459
JPMORGAN CHASE & CO 22,219 30,618
KEURIG DR PEPPER INC 22,297 23,590
LUKOIL PJSC SPON ADR 58,930 0
L3 HARRIS TECHNOLOGIES INC 53,135 57,710
MARKETAXESS HOLDINGS INC 24,063 28,992
MASTERCARD INC CL A 35,276 45,210
MC CORMICK & CO NV 24,700 25,384
MEDTRONIC PLC 25,205 23,560
METLIFE INC 24,263 28,832
MICROSOFT CORP 19,983 27,451
MID AMER APARTMENT COMMUNITIES 24,388 22,858
MONOTARO CO LTD UNSPONSORED 53,060 46,278
MORGAN STANLEY 26,092 25,271
MSCI INC 43,984 56,565
NASDAQ INC 51,824 58,663
NEXTERA ENERGY INC COM 89,217 83,639
NIKE INC CL B 49,673 52,873
ONEOK INC. NEW 20,461 24,928
OVINTIV INC 27,531 32,369
PAN AMER SILVER CORP 20,232 20,347
PIONEER NAT RES CO 30,323 33,057
PNC FINANCIAL SERVICES GROUP 50,017 54,662
RB GLOBAL INC 52,453 56,589
REXFORD INDL REALTY INC 98,626 102,943
SEALED AIR CORP NEW 30,035 26,221
STANLEY BLACK & DECKER INC COM 58,714 52,876
SUN COMMUNITIES INC. 20,967 21,384
TC ENERGY CORP CAD 23,119 25,291
TELEFLEX INC. 58,626 61,088
THERMO FISCHER SCIENTIFIC INC 56,445 61,041
TRANSUNION 58,109 53,456
TRUIST FINL CORP 39,628 44,488
TYSON FOODS INC CL A 38,010 33,862
UGI CORP NEW 25,143 26,322
US BANCORP DEL (NEW) 21,537 28,738
WALT DISNEY CO (HOLDING CO) 11,407 11,105
WENDYS CO 19,313 16,675
XCEL ENERGY INC 25,035 26,188
ZOETIS INC 41,134 53,290
ALIBABA GROUP HLDG LTD. SPON 38,091 22,323
ALPHABET INC. CL A 22,302 90,519
ALPHABET INC. CL C 20,023 80,048
AMAZON.COM INC. 35,134 151,180
AUTODESK INC. 17,943 85,218
BLOCK INC CL A 47,109 34,189
BOEING COMPANY 100,042 156,657
DEERE AND CO 6,204 17,194
EXPEDITORS INT'L WASH INC. 16,012 44,138
FACTSET RESH SYSTEMS INC. 13,861 43,889
ILLUMINA INC. 67,753 35,785
INTUITIVE SURGICAL INC. NEW 18,123 35,760
META PLATFORMS INC CL A 71,302 211,668
MICROSOFT CORP 19,207 140,639
MONSTER BEVERAGE CORP NEW COM 32,715 83,534
NETFLIX INC 75,168 120,259
NOVARTIS AG SPON ADR 29,774 35,037
NOVO NORDISK ADR DENMARK ADR 9,470 53,898
NVIDIA CORP 15,824 204,526
ORACLE CORP 45,138 110,912
PAYPAL HOLDINGS INC 41,747 24,625
QUALCOMM INC. 16,520 48,451
REGENERON PHARMACEUTICALS INC. 23,726 59,724
ROCHE HLDG LTD. SPONS ADR SWITZ ADR 31,712 28,658
SALESFORCE.COM INC. 54,716 92,625
SANDOZ GROUP AG SPON ADR 1,633 2,209
SEI INVESTMENTS CO 20,153 33,173
SHOPIFY INC CL A 43,340 56,867
STARBUCKS CORP 32,989 47,141
TESLA INC 121,665 143,373
THERMO FISHER SCIENTIFIC INC 38,869 37,686
VERTEX PHARMACEUTICAL INC 36,571 74,868
VISA INC. CL A 46,806 151,524
WALT DISNEY CO (HOLDING CO) DISNEY COM 101,747 76,115
WORKDAY INC. CL A 16,075 33,679
YUM CHINA HLDGS INC. 7,218 12,008
YUM BRANDS INC. 11,940 31,358
ACUSHNET HLDGS CORP 23,645 48,578
ARTISAN PARTNERS ASSET MGMT INC 20,671 28,540
ASPEN TECHNOLOGY INC DEL 7,056 20,034
ATRION CORP DEL A 13,132 5,682
BANCFIRST CORP 16,546 20,342
CLEARWATER ANALYTICS HLDGS INC CL A 20,154 18,768
CORVEL CROP 21,906 45,239
DONALDSON CO INC. 5,329 11,763
EMCOR GROUP INC. 23,446 72,384
FACTSET RESH SYSTEMS INC. 9,388 31,008
FIRST HAWAIIAN INC. 28,979 29,695
FTI CONSULTING INC. 33,703 64,724
GRACO INC. 13,259 38,868
HENRY JACK & ASSOC INC. 2,694 13,890
KADANT INC 28,857 35,880
KFORCE INC 13,692 14,796
LANDSTAR SYSTEMS INC 34,494 40,473
LCI INDUSTRIES 26,534 24,639
MANHATTAN ASSOC INC. 12,949 53,615
MOELIS & CO CL A 22,322 35,867
PRIMERICA INC. 14,525 53,498
RBC BEARINGS INC. 7,549 36,751
RIGHTMOVE PLC ADR 26,336 30,817
RLI CORP 10,337 21,432
SIMPSON MANUFACTURING CO INC. 34,454 84,339
TORO CO 29,096 42,332
UFP INDS INC 30,324 38,042
WATTS WATER TECHNOLOGIES, INC. CL A 19,439 41,043
PUTNAM ULTRA SHORT DURATION INCOME FUND CL Y 428 429
BLACKROCK GLOBAL ALLOCATION FUND INC. INSTITUTIONAL 204,516 213,150
FIRST EAGLE GLOBAL FUNDS CLASS I 180,971 234,137
AMERICAN FUNDS STRATEGIC BOND FD CL F2 85,472 79,897
BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO INSTITUTIONAL 121,112 115,810
JOHN HANCOCK2 STRATEGIC INCOME OPP CLASS I 117,358 114,466
JPMORGAN STRATEGIC INCOME OPP CLASS I 113,707 114,297
LOOMIS SAYLES STRATEGIC INCOME OPP CLASS Y 100,443 86,369
PUTNAM ULTRA SHORT DURATION INCOME FUND CL Y 4,945 4,980
TEMPLETON GLOBAL BOND ADV 101,252 83,178

TY 2023 InvestmentsGovtObligationsSch
Name:
SHIVERS CANCER FOUNDATION
EIN:
74-1715889
US Government Securities - End of Year Book Value:

1,407,865
US Government Securities - End of Year Fair Market Value:

1,324,566
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 OtherExpensesSchedule
Name:
SHIVERS CANCER FOUNDATION
EIN:
74-1715889
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK AND OTHER INVESTMENT FEES 4,143 4,143   0
INSURANCE 3,046 0   3,046


TY 2023 OtherProfessionalFeesSchedule
Name:
SHIVERS CANCER FOUNDATION
EIN:
74-1715889
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 89,463 89,463   0


TY 2023 TaxesSchedule
Name:
SHIVERS CANCER FOUNDATION
EIN:
74-1715889
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 7,238 7,238   0
FEDERAL EXCISE TAX 5,000 0   0