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
MARCIA BRADY TUCKER FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1149
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
EASTON, MD21601
A Employer identification number

13-6161561
B Telephone number (see instructions)

(410) 310-2986
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$12,075,022J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 79 79  
4 Dividends and interest from securities... 241,122 241,122  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 636,091
b Gross sales price for all assets on line 6a 7,902,947
7 Capital gain net income (from Part IV, line 2)... 636,091
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
85 85  
12 Total. Add lines 1 through 11........ 877,377 877,377  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 91,872 18,374   73,498
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 3,245 649   2,596
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
12,000 9,600   2,400
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
85,550 85,550   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
23,427 4,794   5,690
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 2,400 0   2,400
21 Travel, conferences, and meetings....... 116,103 23,221   92,882
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
23,605 0   23,605
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 358,202 142,188   203,071
25 Contributions, gifts, grants paid....... 355,455 355,455
26 Total expenses and disbursements. Add lines 24 and 25 713,657 142,188   558,526
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 163,720
b Net investment income (if negative, enter -0-) 735,189
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............. 52,318 127,560 127,560
2 Savings and temporary cash investments......... 164,201 193,138 193,138
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) 1,983,787 Click to see attachment
List of Attached Documents:
// Content
1,941,202 		1,892,637
b Investments—corporate stock (attach schedule)....... 6,341,514 Click to see attachment
List of Attached Documents:
// Content
6,441,318 		7,804,471
c Investments—corporate bonds (attach schedule)....... 2,045,380 Click to see attachment
List of Attached Documents:
// Content
2,047,519 		2,017,817
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 arrow7,277
Less: accumulated depreciation (attach schedule) right arrow7,277      
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
26,878 		Click to see attachment
List of Attached Documents:
// Content
39,399 		Click to see attachment
List of Attached Documents:
// Content
39,399
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,614,078 10,790,136 12,075,022
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 30,000 39,537
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) Click to see attachment
List of Attached Documents:
// Content
4,918 		Click to see attachment
List of Attached Documents:
// Content
4,735
23 Total liabilities (add lines 17 through 22)......... 34,918 44,272
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 10,579,160 10,745,864
29 Total net assets or fund balances (see instructions)..... 10,579,160 10,745,864
30 Total liabilities and net assets/fund balances (see instructions). 10,614,078 10,790,136
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
10,579,160
2
Enter amount from Part I, line 27a .....................
2
163,720
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
69,399
4
Add lines 1, 2, and 3 ..........................
4
10,812,279
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
66,415
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
10,745,864
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 UBS TRADED SECURITIES P    
b UBS TRADED SECURITIES P    
c UBS CAP GAIN DISTRIBUTIONS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,774,960   2,838,493 -63,533
b 5,122,898   4,428,363 694,535
c 5,089     5,089
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       -63,533
b       694,535
c       5,089
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 2 636,091
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 10,219
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 10,219
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 10,219
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 16,440
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 16,440
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 28
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 6,193
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow6,193 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 arrowNY, MD
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 arrowMBTF.ORG
14
The books are in care ofright arrowTRACY L ROYSTON Telephone no.right arrow (410) 310-2986

Located atright arrow21447 SKELETON CREEK ROADPRESTONMD ZIP+4right arrow21655
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
TRACY L ROYSTON ADMINISTRATOR
20.00 		91,872 3,245 0
21447 SKELETON CREEK RD
PRESTON,MD21655
DAVID M RANDELL JR TREASURER
0.00 		0 0 0
5 LAFAYETTE DR
PORT CHESTER,NY10573
ELISA CHUTE PRESIDENT
0.00 		0 0 0
7760 BLOOMFIELD RD
EASTON,MD21601
NOAH TUCKER SECRETARY
0.00 		0 0 0
956 E VILLA ST
PASADENA,CA91106
MARCIA BOOGAARD DIRECTOR
0.00 		0 0 0
4 PERSIMMON CT
BETHESDA,MD20817
DESMOND ALVARADO DIRECTOR
0.00 		0 0 0
1091 E BAYAUD AVE W2006
DENVER,CO80209
OLIVIA TUCKER AMATO VICE PRESIDENT
0.00 		0 0 0
54 LEONARD ST UNIT 204
BEACON,NY12508
ELIZABETH STOEHR DIRECTOR
0.00 		0 0 0
2948 VAN DYKE DR
CINCINNATI,OH45208
SARAH HANNA DIRECTOR
0.00 		0 0 0
5602 KAMERON PL
ROHNERT PARK,CA94928
AMY STOEHR DIRECTOR
0.00 		0 0 0
205 TRADEWINDS DR
SANTA ROSA BEACH,FL32459
NAOMI GERWIN DIRECTOR
0.00 		0 0 0
3939 ERIE AVE APT 514
CINCINNATI,OH45208
NICK SANDERS DIRECTOR
0.00 		0 0 0
5495 HUTCHINSON RD
SEBASTOPOL,CA95472
JOJO SANDERS DIRECTOR
0.00 		0 0 0
948 E EDGEWARE RD
LOS ANGELES,CA90026
EMILY BERNSTEIN DIRECTOR
0.00 		0 0 0
2021 EVERGREEN AVE
BOULDER,CO80304
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
TRACY L ROYSTON ADMINISTRATOR
20.00 		91,872 3,245 0
21447 SKELETON CREEK ROAD
PRESTON,MD21655
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 INVESTMENT MANAGEMENT 85,550
100 OVERLOOK CENTER STE 100
PRINCETON,NJ085405270
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
11,283,134
b
Average of monthly cash balances.......................
1b
148,415
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
11,431,549
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
11,431,549
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
171,473
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
11,260,076
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
563,004
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
563,004
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
10,219
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
10,219
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
552,785
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
552,785
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
552,785
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
558,526
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
558,526
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 7 552,785
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022...... 198,623
f Total of lines 3a through e ........ 198,623
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 558,526
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 552,785
e Remaining amount distributed out of corpus 5,741
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 5 204,364
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		204,364
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022.... 198,623
e Excess from 2023.... 5,741
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

A SANCTUARY FOR MILITARY FAMILIES

PO BOX 1563
GRANBY,CO80446 		NONE N/A HUMANITARIAN 5,000

ADKINS ARBORETUM

PO BOX 1000
RIDGELY,MD21642 		NONE N/A CONSERVATION 800

ALL HALLOWS GUILD

3001 WISCONSIN AVENUE NW
WASHINGTON,DC20016 		NONE N/A ARTS 1,000

ALLIANCE FOR CALIFORNIA TRADITIONAL ARTS

744 P ST STE 307
FRESNO,CA93721 		NONE N/A ARTS 500

AMERICAN ACADEMY IN ROME

PO BOX 23527
NEW YORK,NY10087 		NONE N/A ARTS 4,000

AMERICAN FOUNDATION OF SUICIDE PREVENTION

1920 DRESDEN DR 191591
ATLANTA,GA31119 		NONE N/A HUMANITARIAN 450

AMERICAN FRIENDS OF MAGEN DAVID ADOM

20 WEST 36TH ST STE 1100
NEW YORK,NY10087 		NONE N/A HUMANITARIAN 800

ANIMAL MEDICAL CENTER

510 EAST 62ND STREET
NEW YORK,NY10065 		NONE N/A HUMANITARIAN 400

AULT PARK ADVISORY COUNCIL

950 EDEN PARK DRIVE
CINCINNATI,OH45202 		NONE N/A CONSERVATION 750

AURICLE COMMUNICATIONS

PO BOX 2011
JERSEY CITY,NJ07303 		NONE N/A ARTS 400

BACKLINE CARE INC

PO BOX 13511
PORTLAND,OR97213 		NONE N/A HUMANITARIAN 1,030

BALLET AND BOOKS

36 CORSICA DR
NEWPORT BEACH,CA92660 		NONE N/A ARTS 1,000

BARNARD COLLEGE

3009 BROADWAY
NEW YORK,NY10027 		NONE N/A EDUCATION 500

BARRINGTON STAGE COMPANY

30 UNION ST
PITTSFIELD,MA01201 		NONE N/A ARTS 150

BERKSHIRE BOTANICAL GARDEN

PO BOX 826
STOCKBRIDGE,MA01262 		NONE N/A ARTS 1,000

BETTY GRIFFIN CENTER

2450 OLD MOULTRIE RD STE 202
ST AUGUSTINE,FL32806 		NONE N/A ARTS 480

BEYOND NUCLEAR INC

7304 CARROLL AVE 182
TAKOMA PARK,MD20912 		NONE N/A HUMANITARIAN 1,000

BICYCLE COALITION OF MAINE

38 DIAMOND ST
PORTLAND,ME04101 		NONE N/A HUMANITARIAN 300

BILL DAY MEMORIAL COMMUNITY FOUNDATION

PO BOX 402
ANDES,NY13731 		NONE N/A HUMANITARIAN 1,000

BOULDER JCC

6007 OREG AVENUE
BOULDER,CO80303 		NONE N/A EDUCATION 5,500

BRIGHT HORIZONS FOUNDATION FOR CHILDREN

2 WELLS AVE
NEWTON,MA02459 		NONE N/A EDUCATION 20,000

BROWN ANNUAL FUND

1 PROSPECT STREET
PROVIDENCE,RI02912 		NONE N/A EDUCATION 1,000

CARDINAL LAND CONSERVANCY

PO BOX 957
MILFORD,OH45150 		NONE N/A CONSERVATION 1,750

CHABAD OF PASADENA

1090 E WALNUT ST
PASADENA,CA91106 		NONE N/A RELIGION 400

CHAPEL OF ST JAMES THE FISHERMAN

302 LINDEN PONDS WAY UNIT 512
HINGHAM,MA02043 		NONE N/A RELIGION 18,463

CHARTER FOUNDATION

PO BOX 1260
SEBASTOPOL,CA95473 		NONE N/A EDUCATION 20,000

CHILDRENS HOSPITAL OF PHILADELPHIA

PO BOX 781352
PHILADELPHIA,PA19178 		NONE N/A MEDICAL 400

CHURCH OF ST LUKE IN THE FIELDS

487 HUDSON STREET
NEW YORK,NY10014 		NONE N/A RELIGION 2,500

CINCINNATI OBSERVATORY CENTER

3489 OBSERVATORY PLACE
CINCINNATI,OH45208 		NONE N/A ARTS 1,000

CINCINNATI PUBLIC RADIO

1223 CENTRAL PARKWAY
CINCINNATI,OH45214 		NONE N/A ARTS 500

COLORADO JUDICIAL INSTITUTE

PO BOX 118
BROOMFIELD,CO80038 		NONE N/A EDUCATION 2,000

CRESCENDO

PO BOX 245
LAKEVILLE,CT06039 		NONE N/A ARTS 350

DEMOCRATISM INC

300 CENTRAL PARK WEST APT 11H
NEW YORK,NY10024 		NONE N/A HUMANITARIAN 2,500

DOCTORS WITHOUT BORDERS

PO BOX 5030
HAGERSTOWN,MD21741 		NONE N/A MEDICAL 4,000

EAGLEBROOK SCHOOL

PO BOX 7
DEERFIELD,MA01342 		NONE N/A EDUCATION 400

ENVIRONMENTAL DEFENSE FUND

PO BOX 98051
WASHINGTON,DC20077 		NONE N/A CONSERVATION 400

EPISCOPAL RELIEF & DEVELOPMENT

815 SECOND AVENUE
NEW YORK,NY10017 		NONE N/A HUMANITARIAN 1,500

FALMOUTH ELEMENTARY SCHOOL

58 WOODVILLE ROAD
FALMOUTH,ME04105 		NONE N/A EDUCATION 5,000

FOCI

1045 OLD ACADEMY ROAD
FAIRFIELD,CT06824 		NONE N/A EDUCATION 1,000

FOOD BANK OF NYC

39 BROADWAY 10TH FLOOR
NEW YORK,NY10066 		NONE N/A HUMANITARIAN 400

FOOTHILL CREATIVE ARTS GROUP

108 N BALDWIN AVENUE
SIERRA MADRE,CA91024 		NONE N/A ARTS 800

FREESTORE FOODBANK

PO BOX 962216
CINCINNATI,OH45269 		NONE N/A HUMANITARIAN 1,000

GREAT PARKS FOREVER

10245 WINTON ROAD
CINCINNATI,OH45231 		NONE N/A CONSERVATION 1,000

GREATER DC DIAPER BANK

5614 CONNECTICUT AVE NW 285
WASHINGTON,DC20015 		NONE N/A HUMANITARIAN 1,000

GREENWOOD

80 ACADEMY STREET
SOUTH BERWICK,ME03908 		NONE N/A ARTS 2,000

HAVERFORD COLLEGE

370 LANCASTER AVENUE
HAVERFORD,PA19041 		NONE N/A EDUCATION 1,000

HEALTHCARE FOUNDATION

PO BOX 1025
HERALDSBURG,CA95448 		NONE N/A MEDICAL 7,000

HEART OF THE CATSKILLS HUMANE SOCIETY

PO BOX 88
DELHI,NY13753 		NONE N/A HUMANE 500

HEIFER INTERNTIONAL FOUNDATION

PO BOX 737
LITTLE ROCK,AR72203 		NONE N/A SCIENCE 400

HILLSIDE TRUST

710 TUSCULUM AVENUE
CINCINNATI,OH45226 		NONE N/A EDUCATION 1,500

HOSPITAL FOR SPECIAL SURGERY

535 E 70TH ST
NEW YORK,NY10021 		NONE N/A MEDICAL 400

INTERFAITH WORKS

114 W MONTGOMERY AVENUE
ROCKVILLE,MD20850 		NONE N/A RELIGION 2,000

INTERNATIONAL DOCUMENTARY ASSOCIATION

50 CHURCH ST B
NEW PALTZ,NY12561 		NONE N/A CONSERVATION 400

INTERNATIONAL INST FOR HUMANE ED

PO BOX 260
SURRY,ME04684 		NONE N/A EDUCATION 1,000

JOY OUTDOOR EDUCATION CENTER

PO BOX 417
CLARKSVILLE,OH45113 		NONE N/A EDUCATION 1,000

JOYCE THEATER FOUNDATION

175 EIGHTH AVENUE
NEW YORK,NY10011 		NONE N/A ARTS 3,250

JUBILEE CONSORTIUM

6125 CARLOS AVENUE
LOS ANGELES,CA90028 		NONE N/A EQUALITY 500

JUST WORLD INTERNATIONAL

11294 W FOREST HILLS BLVD SUITE
10A-396
WELLINGTON,FL33414 		NONE N/A EDUCATION 600

KENYON COLLEGE

106 COLLEGE PARK DRIVE
GAMBIER,OH43022 		NONE N/A EDUCATION 500

LA CANADA FLINTRIDGE TRAILS COUNCIL

PO BOX 852
LACANADA,CA91012 		NONE N/A CONSERVATION 400

LEUKEMIA & LYMPHOMA SOCIETY

3 INTERNATIONAL DRIVE
RYE BROOK,NY10573 		NONE N/A HEALTH 41,200

LIFELINE ANIMAL PROJECT

3180 PRESIDENTIAL DR
ATLANTA,GA30340 		NONE N/A HUMANITARIAN 300

LITTLE GUILD OF ST FRANCIS

285 SHARON GOSHEN TURNPIKE
WEST CORNWALL,CT06796 		NONE N/A RELIGION 400

LITTLE MIAMI INC

6040 PRICE ROAD
MILFORD,OH45150 		NONE N/A HUMANITARIAN 500

LUPINS AFRICA

519 HODGSON ST
OXFORD,PA19363 		NONE N/A HUMANITARIAN 400

MADEIRA SCHOOL

8328 GEORGETOWN PIKE
MCLEAN,VA22102 		NONE N/A EDUCATION 500

MAINE AUDUBON

20 GISLAND FARM RD
FALMOUTH,ME04105 		NONE N/A CONSERVATION 200

MAINE PUBLIC RADIO

323 MARGINAL WAY
PORTLAND,ME04101 		NONE N/A PUBLIC RADIO 300

MEHER FUND INC

420 DALRYMPLE ROAD
ATLANTA,GA30329 		NONE N/A EDUCATION 38,000

METROPOLITAN OPERA

30 LINCOLN CENTER PLAZA
NEW YORK,NY10023 		NONE N/A ARTS 1,500

MILES OF HOPE BREAST CANCER FOUNDATION

1085 ROUTE 55
LAGRANGEVILLE,NY12540 		NONE N/A MEDICAL 20,000

NATIONAL PARKS CONSERVANCY ASSOCIATION

PO BOX 97202
WASHINGTON,DC20077 		NONE N/A CONSERVATION 300

NATIVE PLANT TRUST

180 HEMENWAY RD
FRAMINGHAM,MA01701 		NONE N/A CONSERVATION 250

NEW YORK FESTIVAL OF SONG

209 WEST 29TH 108
NEW YORK,NY10001 		NONE N/A ARTS 2,000

NEW YORK PUBLIC RADIO

PO BOX 1550
NEW YORK,NY10116 		NONE N/A ARTS 720

NY PRESBYTERIAN

850 THIRD AVENUE 12TH FL
NEW YORK,NY10022 		NONE N/A RELIGION 400

OPERA COLORADO

4121 S NAVAJO STREET SUITE 100
ENGLEWOOD,CO80110 		NONE N/A ARTS 10,000

PARTICIPATORY POLITICS FOUNDATION

1500 DEKALB AVENUE 1R
BROOKLYN,NY11237 		NONE N/A POLITICAL ENGAGEMENT 2,000

PLANNED PARENTHOOD

123 WILLIAM STREET 10TH FL
NEW YORK,NY10038 		NONE N/A MEDICAL 1,900

POETS HOUSE

10 RIVER TERRACE
NEW YORK,NY10282 		NONE N/A ARTS 500

PORTLAND PARKS CONSERVANCY

212 CANCO RD STE A
PORTLAND,ME04103 		NONE N/A CONSERVATION 200

PORTLAND STAGE

25A FOREST AVE
PORTLAND,ME04101 		NONE N/A ARTS 750

PORTLAND TRAILS

305 COMMERCIAL STREET
PORTLAND,ME04101 		NONE N/A CONSERVATION 200

POSITIVE LEGACY

2020 NE 35TH ST
PORTLAND,ME33064 		NONE N/A HUMANITARIAN 1,400

PREBLE ST RESOURCE CENTER

252 OXFORD STREET
PORTLAND,ME04141 		NONE N/A HUMANITARIAN 1,000

PROSPECT HOUSE

PO BOX 5117
CINCINNATI,OH45205 		NONE N/A HUMANITARIAN 500

PUPPIES BEHIND BARS

263 W 38TH STREET
NEW YORK,NY10018 		NONE N/A HUMANITARIAN 400

RIPPLEEFFECT

PO BOX 441
PORTLAND,ME04102 		NONE N/A HUMANITARIAN 150

SEVEN HILLS SCHOOL

5400 RED BANK RD
CINCINNATI,OH45227 		NONE N/A EDUCATION 20,000

SHELTERHOUSE

PO BOX 643924
CINCINNATI,OH45264 		NONE N/A HUMANITARIAN 250

SMALL PAWS RESCUE INC

3316 S 72ND AVENUE
TULSA,OK74107 		NONE N/A HUMANE 400

ST ANDREWS EPISCOPAL SCHOOL

8804 POSTOAK ROAD
POTOMAC,MD20854 		NONE N/A EDUCATION 500

ST LUKE'S CHURCH

143 STATE STREET
PORTLAND,ME04101 		NONE N/A RELIGION 2,500

STRIVE U

39 DARLING AVE
SOUTH PORTLAND,ME04106 		NONE N/A EDUCATION 20,000

THE COUNTRY SCHOOL

716 GOLDSBOROUGH STREET
EASTON,MD21601 		NONE N/A EDUCATION 17,000

THE FILM COLLABORATIVE

3405 CAZADOR ST
LOS ANGELES,CA90065 		NONE N/A ARTS 20,000

THE LIBRARY FOUNDATION

800 VINE STREET
CINCINNATI,OH45202 		NONE N/A EDUCATION 1,500

THE MOUNT

PO BOX 974
LENOX,MA01240 		NONE N/A EDUCATION 2,000

TOOMER PTA

177 NORWOOD AVE NE
ATLANTA,GA30317 		NONE N/A EDUCATION 440

TRIVIUM LIFE SERVICES

835 GORDON DRIVE
SIOUX CITY,IA81101 		NONE N/A HUMANITARIAN 1,000

VASSAR COLLEGE

124 RAYMOND AVENUE
POUGHKEEPSIE,NY12604 		NONE N/A EDUCATION 1,000

WIKIMEDIA FOUNDATION

1 MONTGOMERY ST STE 1600
SAN FRANCSICO,CA94104 		NONE N/A EDUCATION 800

WILLS PARK EQUESTRIAN FOUNDATION

12790 PROVIDENCE ROAD
ALPHARETTA,GA30009 		NONE N/A HUMANITARIAN 1,022

WOMEN WRITING FOR A CHANGE

6906 PLAINFIELD ROAD
CINCINNATI,OH45236 		NONE N/A HUMANITARIAN 1,000

WOMENS REPRODUCTIVE RIGHTS ASSISTANCE PROJECT

1902A LINCOLN BLVD 1338
SANTA MONICA,CA90405 		NONE N/A MEDICAL 800

WORLD WILDLIFE FEDERATION

1250 24TH STREET NW
WASHINGTON,DC20037 		NONE N/A CONSERVATION 400

YALE UNIVERSITY ALUMNI FUND

PO BOX 803
NEW HAVEN,CT06503 		NONE N/A EDUCATION 500

YOUNG CONCERT ARTISTS

1776 BROADWAY SUITE 1500
NEW YORK,NY10019 		NONE N/A ARTS 1,500

YWCA OF CINCINNATI

898 WALNUT STREET
CINCINNATI,OH45273 		NONE N/A HUMANITARIAN 1,000
Total .................................right arrow 3a 355,455
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 79  
4 Dividends and interest from securities ....     14 241,122  
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 .....     15 85  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 636,091  
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) .. 0 877,377 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
877,377
(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

TY 2023 AccountingFeesSchedule
Name:
MARCIA BRADY TUCKER FOUNDATION INC
EIN:
13-6161561
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 12,000 9,600   2,400

TY 2023 InvestmentsCorpBondsSchedule
Name:
MARCIA BRADY TUCKER FOUNDATION INC
EIN:
13-6161561
Name of Bond End of Year Book Value End of Year Fair Market Value
CORPORATE BONDS 2,047,519 2,017,817

TY 2023 InvestmentsCorpStockSchedule
Name:
MARCIA BRADY TUCKER FOUNDATION INC
EIN:
13-6161561
Name of Stock End of Year Book Value End of Year Fair Market Value
CORPORATE EQUITIES AND MUTUAL FUNDS 6,441,318 7,804,471

TY 2023 InvestmentsGovtObligationsSch
Name:
MARCIA BRADY TUCKER FOUNDATION INC
EIN:
13-6161561
US Government Securities - End of Year Book Value:

1,941,202
US Government Securities - End of Year Fair Market Value:

1,892,637
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 OtherAssetsSchedule
Name:
MARCIA BRADY TUCKER FOUNDATION INC
EIN:
13-6161561
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INTEREST - RECEIVABLE 23,259 33,206 33,206
EXCISE TAX - RECEIVABLE 3,619 6,193 6,193


TY 2023 OtherDecreasesSchedule
Name:
MARCIA BRADY TUCKER FOUNDATION INC
EIN:
13-6161561
Description Amount
ACCRUED INTEREST 2022 23,259
EXCISE TAXES RECEIVABLE 2022 3,619
GRANTS PAYABLE 2023 39,537


TY 2023 OtherExpensesSchedule
Name:
MARCIA BRADY TUCKER FOUNDATION INC
EIN:
13-6161561
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DUES 8,815 0   8,815
INSURANCE 635 0   635
OFFICE 5,000 0   5,000
POSTAGE 2,005 0   2,005
SUPPLIES 1,496 0   1,496
TELEPHONE 720 0   720
UTILITIES 916 0   916
BANK FEES 130 0   130
WEBSITE 2,232 0   2,232
MAINTENANCE 590 0   590
TAXES - OTHER 1,066 0   1,066


TY 2023 OtherIncomeSchedule2
Name:
MARCIA BRADY TUCKER FOUNDATION INC
EIN:
13-6161561
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ROYALTIES 85 85 85


TY 2023 OtherIncreasesSchedule
Name:
MARCIA BRADY TUCKER FOUNDATION INC
EIN:
13-6161561
Description Amount
ACCRUED INTEREST 2023 33,206
EXCISE TAXES RECEIVABLE 2023 6,193
GRANTS PAYABLE 2022 30,000


TY 2023 OtherLiabilitiesSchedule
Name:
MARCIA BRADY TUCKER FOUNDATION INC
EIN:
13-6161561
Description Beginning of Year - Book Value End of Year - Book Value
PAYROLL WITHHOLDINGS 4,918 4,735


TY 2023 OtherProfessionalFeesSchedule
Name:
MARCIA BRADY TUCKER FOUNDATION INC
EIN:
13-6161561
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 85,550 85,550   0


TY 2023 TaxesSchedule
Name:
MARCIA BRADY TUCKER FOUNDATION INC
EIN:
13-6161561
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER TAXES FOREIGN ON INCOME 3,371 3,371   0
EXCISE TAXES 12,943 0   0
PAYROLL TAXES 7,113 1,423   5,690