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
STEPHEN & MARY BIRCH FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)103 FOULK ROAD 200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WILMINGTON, DE19803
A Employer identification number

22-1713022
B Telephone number (see instructions)

(833) 940-5233
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$132,070,926J 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 264,251 264,251  
4 Dividends and interest from securities... 2,138,274 2,138,274  
5a Gross rents............ 137,030 137,030  
b Net rental income or (loss) 137,030
6a Net gain or (loss) from sale of assets not on line 10 4,157,244
b Gross sales price for all assets on line 6a 9,203,287
7 Capital gain net income (from Part IV, line 2)... 4,157,244
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........ 6,696,799 6,696,799  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 975,000 264,500   710,500
14 Other employee salaries and wages...... 139,988 107,828   32,160
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
106,261 42,633   63,629
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
39,515 19,758   19,757
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
39,503 39,503    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
275,613 254,314   18,639
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
91,064    
20 Occupancy..............        
21 Travel, conferences, and meetings....... 17,840 2,676   15,164
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
1,071,802 1,028,230   43,572
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,756,586 1,759,442   903,421
25 Contributions, gifts, grants paid....... 5,980,020 5,980,020
26 Total expenses and disbursements. Add lines 24 and 25 8,736,606 1,759,442   6,883,441
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,039,807
b Net investment income (if negative, enter -0-) 4,937,357
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............. 103,810 1,776,407 1,776,407
2 Savings and temporary cash investments......... 13,968,609 10,453,320 10,453,320
3 Accounts receivable right arrow26,050
Less: allowance for doubtful accounts right arrow     26,050 26,050
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   14,990,820    
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 38,669,608 Click to see attachment
List of Attached Documents:
// Content
33,346,409 		34,023,337
b Investments—corporate stock (attach schedule)....... 16,576 Click to see attachment
List of Attached Documents:
// Content
16,576 		13,875
c Investments—corporate bonds (attach schedule)....... 3,453,581 Click to see attachment
List of Attached Documents:
// Content
11,756,757 		11,834,727
11 Investments—land, buildings, and equipment: basis right arrow33,933,637
Less: accumulated depreciation (attach schedule) right arrow982,322 16,272,991 Click to see attachment
List of Attached Documents:
// Content
32,951,315 		73,888,600
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,638,763    
14 Land, buildings, and equipment: basis right arrow217,578
Less: accumulated depreciation (attach schedule) right arrow166,598 302,863 Click to see attachment
List of Attached Documents:
// Content
50,980 		50,980
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
3,630 		Click to see attachment
List of Attached Documents:
// Content
3,630 		Click to see attachment
List of Attached Documents:
// Content
3,630
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 92,421,251 90,381,444 132,070,926
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
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........ 73,177 73,177
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 92,348,074 90,308,267
29 Total net assets or fund balances (see instructions)..... 92,421,251 90,381,444
30 Total liabilities and net assets/fund balances (see instructions). 92,421,251 90,381,444
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
92,421,251
2
Enter amount from Part I, line 27a .....................
2
-2,039,807
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
90,381,444
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
90,381,444
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 SALE OF ANNUITIES P 2023-01-01 2023-07-31
c LOSS ON ABANDONMENT OF FIXED ASSETS P 2023-01-01 2023-12-31
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 972     972
b 9,202,315   5,000,000 4,202,315
c     46,043 -46,043
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       972
b       4,202,315
c       -46,043
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 4,157,244
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 68,629
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 68,629
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 68,629
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 60,148
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 12,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 72,148
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
8 282
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 3,237
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow3,237 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCA, DE
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
Yes
 
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 arrowDEBORA DURKIN Telephone no.right arrow (833) 940-5233

Located atright arrow103 FOULK ROAD SUITE 200WILMINGTONDE ZIP+4right arrow19803
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)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
DEBORA DURKIN President
30.00 		535,000    
103 FOULK ROAD SUITE 200
WILMINGTON,DE19803
CHRISTOPHER PATEK VP/Secretary
25.00 		440,000    
103 FOULK ROAD SUITE 200
WILMINGTON,DE19803
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  
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
BERKOWITZ LICHTSTEIN LEGAL SERVICES 127,257
75 LIVINGSTON AVE
ROSELAND,NJ07068
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
51,297,023
b
Average of monthly cash balances.......................
1b
14,937,312
c
Fair market value of all other assets (see instructions)................
1c
73,969,260
d
Total (add lines 1a, b, and c).........................
1d
140,203,595
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
140,203,595
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,103,054
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
138,100,541
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
6,905,027
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
6,905,027
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
68,629
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
68,629
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
6,836,398
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
6,836,398
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
6,836,398
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
6,883,441
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
6,883,441
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 6,836,398
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 5,778,118
b Total for prior years:20 , 20, 20  
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 ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 6,883,441
a Applied to 2022, but not more than line 2a 5,778,118
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 1,105,323
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2023.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		5,731,075
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		 
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 e-mail address of the person to whom applications should be addressed:
DEBORA DURKIN PRESIDENT
103 FOULK ROAD 200
WILMINGTON,DE19803
(833) 940-5233
bThe form in which applications should be submitted and information and materials they should include:
NO SPECIFIC FORM BUT MUST INCLUDE FULL DESCRIPTION OF THE PROJECT,THE PURPOSE AND IMPLEMENTATION. ALSO REQUIRE IRS DETERMINATION LETTER, CURRENT FINANCIALS AND BUDGET.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
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
BLOOMFIELD COLLEGE SEMINARY


467 FRANKLIN STREET
BLOOMFIELD,NJ07003 		NONE PC PROGRAM SUPPORT 5,000
CHULA VISTA HOST LIONS CLUB


547 4TH AVE
CHULA VISTA,CA91910 		NONE PC SUPPORTING PROGRAMS 10,000
CORNELL LAW SCHOOL


MYRON TAYLOR HALL
ITHACA,NY14853 		NONE PC EDUCATIONAL PROGRAMS 50,000
METROPOLITAN OPERA ASSN INC


30 LINCOLN CENTER
NEW YORK,NY10023 		NONE PC GENERAL OPERATING SUPPORT 35,000
ST PIUS X CATHOLIC CHURCH


7734 ROBIN REST DR
SAN ANTONIO,TX78209 		NONE PC TUITION ASSISTANCE 10,000
BURN INSTITUTE


8825 AERO DRIVE 200
SAN DIEGO,CA92123 		NONE PC BURN SURVIVOR SUPPORT 50,000
GIFTS FOR THE UNBORN INC


11305 ALHAMBRA DR
AUSTIN,TX78759 		NONE PC GENERAL OPERATING SUPPORT 5,000
JENNA KAY PATEK SCHOLARSHIP FUND


1345 PARKWOOD
SEGUIN,TX78155 		NONE PC GENERAL OPERATING SUPPORT 7,500
LEXINGTON VOLUNTEER FIRE DEPT


PO BOX 543
LEXINGTON,TX78947 		NONE PC EQUIPMENT 5,000
MISSION OF DIVINE MERCY INC


11982 ROSEBROOK LANE
ARLINGTON,TN38002 		NONE PC GENERAL OPERATING SUPPORT 100,000
STANFORD LAW SCHOOL


559 NATHAN ABBOTT WAY
STANFORD,CA94305 		NONE PC STUDENTS AID AND SCHOLARSHIP 10,000
VALLEY HOSPITAL FOUNDATION


223 N VAN DIEN AVE
RIDGEWOOD,NJ07450 		NONE PC GENERAL OPERATING SUPPORT 50,000
FENWICK HIGH SCHOOL


505 W WASHINGTON BLVD
OAK PACK,IL60302 		NONE PC STUDENT AID AND SCHOLARSHIP 5,000
USC MEN'S TENNIS


107 CHILDS WAY
LOS ANGELES,CA90089 		NONE PC STUDENT AID & EQUIPMENT 5,000
JOHN MUIR HEALTH FDN


1400 TREAT BLVD 3RD FLOOR
WALNUT CREEK,CA94597 		NONE PC SPECIAL PROJECTS 10,000
STS CYRIL METHODIUS CATHOLIC CHURCH


6633 FM2269
BUCKHOLTS,TX76518 		NONE PC General Operating Support 10,000
WEST VALLEY BOYS GIRLS CLUB


7245 REMMET AVE
CANOGA PARK,CA91303 		NONE PC AFTER SCHOOL PROGRAMIN THE AREAS OF SPORTS, COMPUTER AND ART 20,000
MD ANDERSON CANCER CENTER


1220 HOLCOMBE BLVD
HOUSTON,TX77030 		NONE PC General Operating Support 100,000
CHULA VISTA FIREFIGHTERS FOUNDATION


PO BOX 7094
CHULA VISTA,CA91912 		NONE PC SPECIAL PROJECTS 50,000
OPERATION WARM


50 APPLIED BANK BLVD SUITE 204
GLEN MILLS,PA19342 		NONE PC WINTER COATS PROGRAM-REPL 50,000
NOCONA RURAL VOLUNTEER FIRE DEPARTM


PO BOX 55
NOCONA,TX76255 		NONE PC Gen Operation & Equipment 15,000
KICKSTART KIDS INC


4018 SLEEPYHOLLOW WAY
MT JULIET,TN37122 		NONE PC General Support 100,000
ST SCHOLASTICA PRIORY


271 N MAIN ST
PETERSHAM,MA01366 		NONE PC General Support 100,000
ST JOHN VIANNEY CATHOLIC CHURCH


1345 TURNBALL CANYON ROAD
HACIENDA HEIGHTS,CA91745 		NONE PC General Support 5,000
LEXINGTON LIONS CLUB


PO BOX 11546
LEXINGTON,KY40576 		NONE PC GENERAL OPERATING SUPPORT 10,000
CITY OF HOLLISTON POLICE DEPT


550 WASHINGTON STREET
HOLLISTON,MA01746 		NONE PC GENERAL OPERATION AND EQUIPMENT 5,000
MILES FOR MIGRAINES


16 CILLEY HILL ROAD
JERICHO,VT05465 		NONE PC SUPPORT SERVICES 5,000
TISCH MS RESEARCH CENTER


521 WEST 57TH STREET 4TH FLOOR
NEW YORK,NY10019 		NONE PC MEDICAL RESEARCH 35,000
OUR LADY OF GAUDALUPE CATHOLIC


4509 MERCURY AVE
LOS ANGELES,CA90032 		NONE PC General Suppot 10,000
CARMELITE SISTERS OF CARMEL OF JESU


1219 EXCELSIOR AVE
OAKLAND,CA94610 		NONE PC GENERAL OPERATING SUPPORT 5,000
MONTAGUE COUNTY SHERIFF DEPT


1000 GRAND ST
MONTAGUE,TX76251 		NONE PC GENERAL OPERATING SUPPORT 10,000
PALMER DRUG ABUSE PROGRAM


115 N 9TH STREET
MCALLEN,TX78501 		NONE PC GENERAL OPERATING SUPPORT 20,000
THE SAN DIEGO FOUNDATION


2508 HISTORIC DECATUR RD STE 200
SAN DIEGO,CA92106 		NONE PC GENERAL OPERATING SUPPORT 14,500
YOUR GRANDMOTHER'S CUPBOARD


173 NJ-37
TOMS RIVER,NJ08755 		NONE PC GENERAL OPERATING SUPPORT 5,000
ANGEL FLIGHT WEST


2000 AIRPORT ROAD SUITE 227
ATLANTA,GA30341 		NONE PC GENERAL OPERATING SUPPORT 25,000
ANGEL LAYETTES


PO BOX 6618
TYLER,TX75711 		NONE PC GENERAL OPERATING SUPPORT 5,000
BERNARDINE FRANCISCAN SISTERS


2 BERNARDINE DRIVE
NEWPORT NEWS,VA23602 		NONE PC GENERAL OPERATING SUPPORT 50,000
ANGEL FLIGHT


PO BOX 754
FLINT,TX75762 		NONE PC GENERAL OPERATING SUPPORT 50,000
UNIVERSITY OF ROCHESTER


601 ELMWOOD AVENUE
ROCHESTER,NY14642 		NONE PC LIBRARY REVITALIZATION FUND 20,000
ALISA ANN RUCH BURN FOUNDATION


2501 W BURBANK BLVD SUITE 20
BURBANK,CA91505 		NONE PC GENERAL OPERATING SUPPORT 20,000
RUTGERS CANCER INSTITUTE OF NJ


195 LITTLE ALBANY STREET
NEW BRUNSWICK,NJ08903 		NONE PC GENERAL OPERATING SUPPORT 100,000
MONTCLAIR ART MUSEUM


3 SOUTH MOUNTAIN AVE
MONTCLAIR,NJ07042 		NONE PC GENERAL OPERATING SUPPORT 5,000
AMERICAN FRIENDS OF HEBREW UNIVERSI


ONE BATTERY PARK PLAZA 25TH FLOOR
NEW YORK,NY10004 		NONE PC GENERAL OPERATING SUPPORT 10,000
SUPPORT CIRCLE PREGNANCY CLINICS


2950 MERCED STREET SUITE 101
SAN LEANDRO,CA94577 		NONE PC GENERAL OPERATING SUPPORT 5,000
ORDER OF MALTA CLINIC OF NORTHERN C


2121 HARRISON STREET 120
OAKLAND,CA94612 		NONE PC GENERAL OPERATING SUPPORT 10,000
RISE ADAPTIVE SPORTS


PARK RD 4
GRAPEVINE,TX76051 		NONE PC GENERAL OPERATING SUPPORT 10,000
USC SCHOOL OF ACCOUNTING


1150 SOUTH OLIVE STREET 25TH FLOOR
LOS ANGELES,CA90015 		NONE PC GENERAL OPERATING SUPPORT 50,000
ST MARGARET MARY CATHOLIC CHURCH


1219 EXCELSIOR AVE
OAKLAND,CA94610 		NONE PC GENERAL OPERATING SUPPORT 20,000
MUSK OX DEV CAP


PO BOX 587
PALMER,AK99645 		NONE PC GENERAL OPERATING SUPPORT 10,000
PARLANCE CHAMBER CONCERTS INC


6 S MONROE STREET
RIDGEWOOD,NJ07450 		NONE PC GENERAL OPERATING SUPPORT 30,000
SOCIETY DEVOTED TO THE SACRED HEART


16950 KNAPP ST
NORTHRIDGE,CA91343 		NONE PC GENERAL OPERATING SUPPORT 50,000
THE BATTERED WOMEN'S SHELTER


4166 WILLMAN AVE
NORTH RICHLAND HILLS,TX76180 		NONE PC GENERAL OPERATING SUPPORT 15,000
JR CATHOLIC DAUGHTERS OF THE AMERIC


10 WEST 71ST STREET
NEW YORK,NY10023 		NONE PC GENERAL OPERATING SUPPORT 3,000
BENEDICT XVI INSTITUTE


1 PETER YORKE WAY
SAN FRANCISCO,CA94109 		NONE PC GENERAL OPERATING SUPPORT 5,000
CHULA VISTA POLICE FOUNDATION


315 4TH AVE
CHULA VISTA,CA91910 		NONE PC GENERAL OPERATING SUPPORT 25,000
GIBNEY DANCE


890 BROADWAY FIFTH FLOOR
NEW YORK,NY10003 		NONE PC GENERAL OPERATING SUPPORT 10,000
INVERTIGO DANCE THEATRE


11166 LUCERNE AVE
CULVER CITY,CA90230 		NONE PC GENERAL OPERATING SUPPORT 2,500
THE SALVATION ARMY


615 SLATERS LANE
ALEXANDRIA,VA22314 		NONE PC GENERAL OPERATING SUPPORT 5,000
BARREN HEIGHTS


11420 WATTERSON CT
JEFFERSONTOWN,KY40299 		NONE PC GENERAL OPERATING SUPPORT 5,000
BERKELEY HUMANE


2700 NINTH ST
BERKELEY,CA94710 		NONE PC GENERAL OPERATING SUPPORT 5,000
BRINGING HOPE HOME


641 SWEDESFORD RD
MALVERN,PA19355 		NONE PC GENERAL OPERATING SUPPORT 20,000
BROWN COUNTY SHERIFF OFFICE


1050 W COMMERCE ST
BROWNWOOD,TX76801 		NONE PC GENERAL OPERATING SUPPORT 15,000
CALDWELL CHRISTIAN CARE


208 W BUCK ST
CALDWELL,TX77836 		NONE PC GENERAL OPERATING SUPPORT 5,000
CHESAPEAK REGION ACCESSIBLE BOA


177 DEFENSE HWY 9
ANNAPOLIS,MD21401 		NONE PC GENERAL OPERATING SUPPORT 2,000
CLAY COUNTY SENIOR CITIZENS CENTER


216 N HANCOCK STREET
HENRIETTA,TX76365 		NONE PC GENERAL OPERATING SUPPORT 10,000
CZECH CATHOLIC FDN OF TX


2106 LONGDRAW COVE
KATY,TX77494 		NONE PC GENERAL OPERATING SUPPORT 5,000
FORPEACE


13899 REDBERRY FOX COVE
BLUFFDALE,UT84065 		NONE PC GENERAL OPERATING SUPPORT 10,000
HOUSE OF UKRAINE


667 PAN AMERICAN W RD
SAN DIEGO,CA92101 		NONE PC GENERAL OPERATING SUPPORT 95,000
JACKSONVILLE ZOO AND GARDEN


370 ZOO PKWY
JACKSONVILLE,FL32218 		NONE PC GENERAL OPERATING SUPPORT 10,000
KRUM FIRE DEPT


400 N 1ST ST
KRUM,TX76249 		NONE PC GENERAL OPERATING SUPPORT 2,500
KRUM LIONS CLUB


12 GREGG RD
KRUM,TX76249 		NONE PC GENERAL OPERATING SUPPORT 2,500
LORETO HOUSE


1100 N BONNIE BRAE ST
DENTON,TX76201 		NONE PC GENERAL OPERATING SUPPORT 25,000
MARBRIDGE FOUNDATION


2310 BLISS SPILLAR RD
MANCHACA,TX78652 		NONE PC GENERAL OPERATING SUPPORT 10,000
MIKEROWE WORKS FOUNDATION


10960 WILSHIRE BLVD 5TH FLOOR
LOS ANGELES,CA90024 		NONE PC GENERAL OPERATING SUPPORT 25,000
MIRACLES FLIGHTS


5740 S EASTERN AVE 240
LAS VEGAS,NV89119 		NONE PC GENERAL OPERATING SUPPORT 10,000
NJ PERFORMING ARTS


1 CENTER ST
NEWARK,NJ07102 		NONE PC GENERAL OPERATING SUPPORT 20,000
PATIENT AIRLIFT SERVICE


7110 REPUBLIC AIRPORT 202
FARMINGDALE,NY11735 		NONE PC GENERAL OPERATING SUPPORT 25,000
RIDING UNLIMITED


9168 TN SKILES ROAD
PONDER,TX76259 		NONE PC GENERAL OPERATING SUPPORT 5,000
SERVICE DOGS INC


4925 BELL SPRING ROAD
DRIPPING SPRINGS,TX78620 		NONE PC GENERAL OPERATING SUPPORT 10,000
SIMPLY GRACE


PO BOX 515684
DALLAS,TX75251 		NONE PC GENERAL OPERATING SUPPORT 10,000
YELLOWSTONE WILDLIFE SANCTUARY


615 2ND ST E
RED LODGE,MT59068 		NONE PC GENERAL OPERATING SUPPORT 5,000
2023 INTL FELLOWSHIP CHRISTIANS


303 E WACKER DR SUITE 2300
CHICAGO,IL60601 		NONE PC GENERAL OPERATING SUPPORT 5,000
7 STAR THERAPEUTIC RIDING CENTER


4753 S FM 1258
AMARILLO,TX79159 		NONE PC GENERAL OPERATING SUPPORT 5,000
ABILITY FIRST PASADENA


789 NORTH FAIR OAKS
PASADENA,CA91103 		NONE PC GENERAL OPERATING SUPPORT 10,000
ADAPTIVE TRAINING FDN


4125 OLD DENTON RD
CARROLLTON,TX75010 		NONE PC GENERAL OPERATING SUPPORT 10,000
ADVOCATES FOR CAMP ABLE


PO BOX 695
BUFFALO GAP,TX79508 		NONE PC GENERAL OPERATING SUPPORT 5,000
AFFIRMING TEXAS FAMILIES SVC


300 W NELSON ST
BOWIE,TX76230 		NONE PC GENERAL OPERATING SUPPORT 5,000
ALONGSIDE FAMILIES


2217 MATTHEWS TOWNSHIP PKWY D261
MATTHEWS,NC28105 		NONE PC GENERAL OPERATING SUPPORT 5,000
ALLIES AGAINST SLAVERY


PO BOX 684284
AUSTIN,TX78768 		NONE PC GENERAL OPERATING SUPPORT 10,000
AMER ACAD PED DENTISTRY


211 EAST CHICAGO AVENUE SUITE 1600
CHICAGO,IL60611 		NONE PC GENERAL OPERATING SUPPORT 10,000
AMER JEWISH COMM


165 EAST 56TH STREET
NEW YORK,NY10022 		NONE PC GENERAL OPERATING SUPPORT 15,000
AMERICANS FOR INDEPENDENT LIVING


904 W 4TH ST
WATERLOO,IA50702 		NONE PC GENERAL OPERATING SUPPORT 15,000
ANDRE HOUSE OF HOSPITALITY


213 S 11THAVE
PHOENIX,AZ85007 		NONE PC GENERAL OPERATING SUPPORT 10,000
ANGEL FLIGHT OF NEW ENGLAND INC


492 SUTTON STREET
NORTH ANDOVER,MA01845 		NONE PC GENERAL OPERATING SUPPORT 25,000
APOLLO SUPPORT RESCUE INC


1170 DOVE HILL RD
JUSTIN,TX76247 		NONE PC GENERAL OPERATING SUPPORT 10,000
ATLAS ASSISTANCE DOGS


12224 NE BEL RED ROAD 525
BELLEVUE,WA98005 		NONE PC GENERAL OPERATING SUPPORT 3,000
AUSTIN SKYLINE FOUNDATION


9518 ANDERSON MILL RD
AUSTIN,TX78729 		NONE PC GENERAL OPERATING SUPPORT 10,000
AVE PHILOMENA


11600 W HARMONY LANE
OLATHE,KS66062 		NONE PC GENERAL OPERATING SUPPORT 100,000
AZLE CARING CTR


317 COMMERCE ST
AZLE,TX76020 		NONE PC GENERAL OPERATING SUPPORT 10,000
BENEDICTINES OF MARY QUEEN


8005 NW 316TH ST
GOWER,MO64454 		NONE PC GENERAL OPERATING SUPPORT 10,000
BETHLEHEM CTR


1417 CHARLOTTE AVE
NASHVILLE,TN37203 		NONE PC GENERAL OPERATING SUPPORT 5,000
BLACKLAND PRAIRIE RAPTOR CTR


1625 BROCKDALE PARK ROAD
LUCAS,TX75002 		NONE PC GENERAL OPERATING SUPPORT 10,000
BLUE HAVEN RANCH


109 E OAK ST STE 600
DENTON,TX76201 		NONE PC GENERAL OPERATING SUPPORT 10,000
BLUE STAR FARMS


2647 BLUE STAR HWY
FENNVILLE,MI49408 		NONE PC GENERAL OPERATING SUPPORT 20,000
BLUE VOLUNTEER FIRE DEPT


4401 CR 309
LEXINGTON,TX78947 		NONE PC GENERAL OPERATING SUPPORT 5,000
BOYS HOME VA


414 BOYS HOME ROAD
COVINGTON,VA24426 		NONE PC GENERAL OPERATING SUPPORT 5,000
BRAILLE CIRCULATING LIBRARY


2700 STUART AVENUE
RICHMOND,VA23220 		NONE PC GENERAL OPERATING SUPPORT 7,000
BRAIN INJURY RECOVERY FDN


2730 HISTORIC DECATUR ROAD 205
SAN DIEGO,CA92106 		NONE PC GENERAL OPERATING SUPPORT 5,000
BRIDGES TO LIFE


707 SKOKIE BLVD SUITE 340
NORTHBROOK,IL60062 		NONE PC GENERAL OPERATING SUPPORT 20,000
BRIGHTER UKRAINE


516 N SEPULVEDA BLVD
MANHATTAN BEACH,CA90266 		NONE PC GENERAL OPERATING SUPPORT 15,000
CASA OF JACKSON COUNTY


409 N FRONT ST
MEDFORD,OR97501 		NONE PC GENERAL OPERATING SUPPORT 15,000
CATHOLIC MISSION TRIPS


2325 W 24TH PLACE
CHICAGO,IL60608 		NONE PC GENERAL OPERATING SUPPORT 10,000
CHARACTERS OF CHARACTER NFP


1960 MADISON ST SUITE J PMB 131
CLARKSVILLE,TN37043 		NONE PC GENERAL OPERATING SUPPORT 15,000
CHASE THE VICTORY


341 MALLARD DR
CARROLLTON,GA30116 		NONE PC GENERAL OPERATING SUPPORT 25,000
CHILDHOOD LANGUAGE CENTER


8616 LA TIJERA BLVD
LOS ANGELES,CA90045 		NONE PC GENERAL OPERATING SUPPORT 10,000
CHILDREN FAMILY ADVOCACY CTR


1650 E OLD BADILLO ST C3
COVINA,CA91724 		NONE PC GENERAL OPERATING SUPPORT 5,000
CHILDREN FIRST


4201 GUARDIAN ST
SIMI VALLEY,CA93063 		NONE PC GENERAL OPERATING SUPPORT 25,000
CHRISTIAN APPALACHIAN PROJECT


485 PONDEROSA DRIVE
PAINTSVILLE,KY41240 		NONE PC GENERAL OPERATING SUPPORT 25,000
CHRISTIAN CUPBOARD INC


516 N CAMP ST
SEGUIN,TX78155 		NONE PC GENERAL OPERATING SUPPORT 10,000
CHRISTIAN HEALTH FOUNDATION


301 SICOMAC AVENUE
WYCKOFF,NJ07430 		NONE PC GENERAL OPERATING SUPPORT 100,000
CIRCLE OF HOPE COMM CENTER


PO BOX 2514
PFLUGERVILLE,TX78691 		NONE PC GENERAL OPERATING SUPPORT 5,000
CITY BERKELEY FOUNDATION


1995 UNIVERSITY AVENUE SUITE 401
BERKELEY,CA94704 		NONE PC GENERAL OPERATING SUPPORT 5,000
CLAYTON DABNEY FOR KIDS WITH CANCER


2301 CEDAR SPRINGS RD STE 350
DALLAS,TX75201 		NONE PC GENERAL OPERATING SUPPORT 10,000
COMMUNITY STOREHOUSE


12001 KATY ROAD
FORT WORTH,TX76244 		NONE PC GENERAL OPERATING SUPPORT 25,000
CRISIS HOUSE


9550 CUYAMACA STREET SUITE 101
SANTEE,CA92071 		NONE PC GENERAL OPERATING SUPPORT 10,000
CTR ARTS MIZNER PARK


222 YAMATO ROAD 106-137
BOCA RATON,FL33431 		NONE PC GENERAL OPERATING SUPPORT 10,000
CZECH CTR MUSEUM HOUSTON


4920 SAN JACINTO ST
HOUSTON,TX77004 		NONE PC GENERAL OPERATING SUPPORT 10,000
CASA DE ESPERANZA


PO BOX 301209
HOUSTON,TX77230 		NONE PC GENERAL OPERATING SUPPORT 10,000
DEBORAH HOSPITAL FOUNDATION


212 TRENTON RD
BROWNS MILLS,NJ08015 		NONE PC GENERAL OPERATING SUPPORT 5,000
DEPAUL UNIVERSITY


1 E JACKSON BLVD
CHICAGO,IL60604 		NONE PC GENERAL OPERATING SUPPORT 5,000
EAGLE MOUNT


6901 GOLDENSTEIN LN
BOZEMAN,MT59715 		NONE PC GENERAL OPERATING SUPPORT 50,000
FLATHEAD FOOD BANK


1203 US HWY 2 W SUITE 2
KALISPELL,MT59901 		NONE PC GENERAL OPERATING SUPPORT 5,000
FLORIDA WILDLIFE HOSPITAL


4560 N US HIGHWAY 1
MELBOURNE,FL32935 		NONE PC GENERAL OPERATING SUPPORT 10,000
FORT WORTH MUSEUM SCIENCE AND HISTO


1600 GENDY STREET
FORT WORTH,TX76107 		NONE PC GENERAL OPERATING SUPPORT 75,000
FOSTERING CONNECTIONS


9428 BAYMEADOWS ROAD SUITE 502
JACKSONVILLE,FL32256 		NONE PC GENERAL OPERATING SUPPORT 5,000
FOXCROFT SCH


22407 FOXHOUND LN
MIDDLEBURG,VA20117 		NONE PC GENERAL OPERATING SUPPORT 10,000
FRIENDS LEAP BOUND PED THERAPY


PO BOX 6604
NORCO,CA92860 		NONE PC GENERAL OPERATING SUPPORT 10,000
FRIENDS OF ELNET


5215 OLD ORCHARD RD SUITE 880
SKOKIE,IL60077 		NONE PC GENERAL OPERATING SUPPORT 10,000
FRIENDS OF LACKOTA ANIMAL SANC


2937 W COUNTY ROAD 38 E
FORT COLLINS,CO80526 		NONE PC GENERAL OPERATING SUPPORT 2,500
FRIENDS OF THE FT WORTH NATURE


PO BOX 471486
FORT WORTH,TX76147 		NONE PC GENERAL OPERATING SUPPORT 20,000
FRIENDS OF THE WYCKOFF PUBLIC LIBRA


200 WOODLANDAVE
WYCKOFF,NJ07481 		NONE PC GENERAL OPERATING SUPPORT 5,000
GATEWAY PET GUARDIANS


725 N 15TH ST
EAST ST LOUIS,IL62205 		NONE PC GENERAL OPERATING SUPPORT 5,000
GEARY GIRLS RANCH


210 KIOWA DRIVE NORTH
LAKE KIOWA,TX76240 		NONE PC GENERAL OPERATING SUPPORT 25,000
GRAPEVINE RELIEF AND COMM EXCH


610 SHADY BROOK DRIVE
GRAPEVINE,TX76051 		NONE PC GENERAL OPERATING SUPPORT 25,000
GUADALUPE COUNTY CHILDRENS ADV


265 WETZ
SEGUIN,TX78155 		NONE PC GENERAL OPERATING SUPPORT 50,000
GUADALUPE VALLEY CHRISTIAN COUNSELI


PO BOX 1049
SEGUIN,TX78156 		NONE PC GENERAL OPERATING SUPPORT 20,000
GUADALUPE VALLEY FAMILY VIOLENCE SH


PO BOX 1302
SEGUIN,TX78156 		NONE PC GENERAL OPERATING SUPPORT 10,000
GUIDE DOG FOUNDATION


371 E JERICHO TURNPIKE
SMITHTOWN,NY11787 		NONE PC GENERAL OPERATING SUPPORT 10,000
GUIDE DOGS OF TEXAS


1503 ALLENA DRIVE
SAN ANTONIO,TX78213 		NONE PC GENERAL OPERATING SUPPORT 25,000
HABITAT FOR HUMANITY OF SAN ANTONIO


311 PROBANDT ST
SAN ANTONIO,TX78204 		NONE PC GENERAL OPERATING SUPPORT 10,000
HAPPY HALLOW CHILDREN'S CAMP INC


615 ALABAMA ST 134
INDIANAPOLIS,IN46204 		NONE PC GENERAL OPERATING SUPPORT 10,000
HEARTBEAT INTL


8405 PULSAR PLSTE 100
COLUMBUS,OH43240 		NONE PC GENERAL OPERATING SUPPORT 25,000
HEROS CHILDREN


6010 W SPRING CREEK PKWY
PLANO,TX75024 		NONE PC GENERAL OPERATING SUPPORT 15,000
HI COMM FOUNDATION


827 FORT STREET MALL
HONOLULU,HI96813 		NONE PC GENERAL OPERATING SUPPORT 50,000
HILL BRANCH UCSF BNFF CHILDREN HOSP


1975 4TH ST
SAN FRANCISCO,CA94158 		NONE PC GENERAL OPERATING SUPPORT 10,000
HOLY FAMILY


1527 FREMONT AVENUE
SOUTH PASADENA,CA91030 		NONE PC GENERAL OPERATING SUPPORT 25,000
HOMES4FAMILIES


21031 VENTURA BLVD STE 610
WOODLAND HILLS,CA91364 		NONE PC GENERAL OPERATING SUPPORT 10,000
HONOR FLIGHT SAN DIEGO


POBOX181309
CORONADO,CA92178 		NONE PC GENERAL OPERATING SUPPORT 25,000
HOPE CLINIC OF MCKINNEY


103 E LAMAR ST
MCKINNEY,TX75069 		NONE PC GENERAL OPERATING SUPPORT 5,000
HOPE HOSPICE FDN


611 N WALNUT AVE
NEW BRAUNFELS,TX78130 		NONE PC GENERAL OPERATING SUPPORT 10,000
HOSPICE AUSTIN


4107 SPICEWOOD SPRINGS RD
AUSTIN,TX78759 		NONE PC GENERAL OPERATING SUPPORT 10,000
ISHAN FOUNDATION INC


2300 COMMONWEALTH DR STE 42
CHARLOTTESVILLE,VA22901 		NONE PC GENERAL OPERATING SUPPORT 2,500
JOE JOE BEAR FDN


1846 SNAKE RIVER RD STE B
KATY,TX77449 		NONE PC GENERAL OPERATING SUPPORT 5,000
JUST NEIGHBORS


7630 LITTLE RIVER TURNPIKE STE 900
ANNANDALE,VA22003 		NONE PC GENERAL OPERATING SUPPORT 10,000
K9S FOR WARRIORS


114 CAMP K9 ROAD
PONTE VEDRA,FL32081 		NONE PC GENERAL OPERATING SUPPORT 5,000
KY KRIEGER INS


1741 ASHLAND AVE
BALTIMORE,MD21205 		NONE PC GENERAL OPERATING SUPPORT 10,000
KY SHERIFFS RANCH


233 SHERIFFS RANCH RD
GILBERTSVILLE,KY42044 		NONE PC GENERAL OPERATING SUPPORT 10,000
LEXINGTON POLICE DEPARTMENT


150 E MAIN ST
LEXINGTON,KY40507 		NONE PC GENERAL OPERATING SUPPORT 5,000
LITTLE BIT


516 HANLEY INDUSTRIAL COURT
SAINT LOUIS,MO63144 		NONE PC GENERAL OPERATING SUPPORT 20,000
LITTLE SISTERS OF THE ASSUMPTION FA


333 EAST 115TH ST
NEW YORK,NY10029 		NONE PC GENERAL OPERATING SUPPORT 5,000
LIVE 2 GIVE HOPE


22994 PROFESSIONAL DRIVE
LEBANON,MO65536 		NONE PC GENERAL OPERATING SUPPORT 5,000
LIVING COAST DISCOVERY CENTER


1000 GUNPOWDER POINT DRIVE
CHULA VISTA,CA91910 		NONE PC GENERAL OPERATING SUPPORT 20,000
LUSTGARTEN FOUNDATION


415 CROSSWAYS PARK DR STE D
WOODBURY,NY11797 		NONE PC GENERAL OPERATING SUPPORT 50,000
MINUTEMAN DISASTER RESPONSE


1512 BRAY CENTRAL SUITE 200
MCKINNEY,TX75069 		NONE PC GENERAL OPERATING SUPPORT 10,000
MISSION OF MERCY


2421 AYERS STREET
CORPUS CHRISTI,TX78404 		NONE PC GENERAL OPERATING SUPPORT 20,000
MISSIONARIES OF THE HOLY FAMILY


3014 OREGON AVENUE
SAINT LOUIS,MO63118 		NONE PC GENERAL OPERATING SUPPORT 25,000
MOMENTUM ADVISORY COLLECTIVE


1510 PACIFIC AVE
DALLAS,TX75201 		NONE PC GENERAL OPERATING SUPPORT 25,000
MULTIPLE MYELOMA RESEARCH FOUNDATIO


383 MAIN AVENUE 5TH FLOOR
NORWALK,CT06851 		NONE PC GENERAL OPERATING SUPPORT 10,000
NAUHEIM STRAUS CHARITABLE FOUNDATIO


PO BOX 843
LA HABRA,CA90633 		NONE PC GENERAL OPERATING SUPPORT 8,000
NEW FRIENDS NEW LIFE


PO BOX 192378
DALLAS,TX75219 		NONE PC GENERAL OPERATING SUPPORT 10,000
NEW HOPE EQUINE ASSISTED THERAPY


6151 FM 1830
ARGYLE,TX76226 		NONE PC GENERAL OPERATING SUPPORT 2,000
NOAH HOMES INC


12526 CAMPO ROAD
SPRING VALLEY,CA91978 		NONE PC GENERAL OPERATING SUPPORT 25,000
NORTH TEXAS PATRIOT ANGLERS


509 BRIAR OAKS DR
LAKE DALLAS,TX75065 		NONE PC GENERAL OPERATING SUPPORT 10,000
OCCUPAWS GUIDE DOG ASSOCIATION


PO BOX 45857
MADISON,WI53744 		NONE PC GENERAL OPERATING SUPPORT 7,500
OUR HOUSE FOUNDATION


76 FLORAL AVE
MURRAY HILL,NJ07974 		NONE PC GENERAL OPERATING SUPPORT 10,000
OUR LADYS INN


8790 MANCHESTERROADSUITE 202
ST LOUIS,MO63144 		NONE PC GENERAL OPERATING SUPPORT 10,000
PALS FOR LIFE


35 GROVE AVENUE 1ST FLOOR
DEVON,PA19333 		NONE PC GENERAL OPERATING SUPPORT 5,000
PARTNERSHIP FOR CHILDREN


808 W 58TH ST
LOS ANGELES,CA90037 		NONE PC GENERAL OPERATING SUPPORT 20,000
PAWS PALS


19838 LONDELIUS ST
NORTHRIDGE,CA91324 		NONE PC GENERAL OPERATING SUPPORT 15,000
PEDIATRIC BRAIN TUMOR FOUNDATION


697 THIRDAVENUE SUITE 418
NEW YORK,NY10017 		NONE PC GENERAL OPERATING SUPPORT 20,000
PEKIN OUTREACH INITIATIVE


515 ELIZABETH STREET
PEKIN,IL61554 		NONE PC GENERAL OPERATING SUPPORT 5,000
PINES CATHOLIC CAMP


14833 MIDWAY RD SUITE 210
ADDISON,TX75001 		NONE PC GENERAL OPERATING SUPPORT 10,000
PONDER VOLUNTEER FIRE DEPT


PO BOX 386
PONDER,TX76259 		NONE PC GENERAL OPERATING SUPPORT 10,000
PRISON BOOK PROJECT INC


1100 S HOPKINS AVE
TITUSVILLE,FL32780 		NONE PC GENERAL OPERATING SUPPORT 5,000
RETRIEVING FREEDOM


20360 TANGLE NOOK ROAD
SEDALIA,MO65301 		NONE PC GENERAL OPERATING SUPPORT 30,000
RIVER LEGACY FDN


703 NW GREEN OAKS BLVD
ARLINGTON,TX76014 		NONE PC GENERAL OPERATING SUPPORT 10,000
ROGERS WILDLIFE REHAB INC


1430 E CLEVELAND RD
HUTCHINS,TX75141 		NONE PC GENERAL OPERATING SUPPORT 20,000
RUSSELL COUNTY 4-H COUNCIL


135 HIGHLAND DR
LEBANON,VA24266 		NONE PC GENERAL OPERATING SUPPORT 4,000
SAN DIEGO NATURAL HISTORY MUSEUM


1788 EL PRADO BALBOA PARK
SAN DIEGO,CA92101 		NONE PC GENERAL OPERATING SUPPORT 150,000
SE GUIDE DOGS


4210 77TH ST E
PALMETTO,FL34221 		NONE PC GENERAL OPERATING SUPPORT 10,000
SHARP HEALTHCARE FOUNDATION


8695 SPECTRUM CENTER BLVD
SAN DIEGO,CA92123 		NONE PC GENERAL OPERATING SUPPORT 425,000
SKIPPACK EMER MED SERV INC


PO BOX 59
SKIPPACK,PA19474 		NONE PC GENERAL OPERATING SUPPORT 10,000
SOCIETY OF ST VINCENT DE PAUL


210 N AVENUE 21
LOS ANGELES,CA90031 		NONE PC GENERAL OPERATING SUPPORT 15,000
SOJOURNER CENTER


2330 E FILLMORE ST
PHOENIX,AZ85036 		NONE PC GENERAL OPERATING SUPPORT 10,000
SOUTH CHICAGO PARENTS AND FRIENDS


10241 SOUTH COMMERCIAL AVENUE
CHICAGO,IL60617 		NONE PC GENERAL OPERATING SUPPORT 3,000
SOUTHERN AZ RESCUE ASSN


PO BOX 12892
TUCSON,AZ85732 		NONE PC GENERAL OPERATING SUPPORT 10,000
SOUTHERN STAR SEARCH AND RESCUE


8001 BENTON RD
FOLEY,AL36535 		NONE PC GENERAL OPERATING SUPPORT 20,000
SPEAK FOR THE UNSPOKEN


PO BOX 534
GROVE CITY,OH43123 		NONE PC GENERAL OPERATING SUPPORT 5,000
ST PATRICK FOUNDATION


933 CONTI ST
NEW ORLEANS,LA70112 		NONE PC GENERAL OPERATING SUPPORT 5,000
ST ANN'S SHRINE BASILICA


1233 ST ANN STREET
SCRANTON,PA18504 		NONE PC GENERAL OPERATING SUPPORT 5,000
ST JAMES CATH SCHOOL


4625 GARNET ST
TORRANCE,CA90503 		NONE PC GENERAL OPERATING SUPPORT 20,000
ST JOSEPH ABBEY


75376 RIVER RD
ST BENEDICT,LA70457 		NONE PC GENERAL OPERATING SUPPORT 10,000
ST JOSEPH ACADEMY


500 LAS FLORES DR
SAN MARCOS,CA92078 		NONE PC GENERAL OPERATING SUPPORT 25,000
ST JOSEPH CATHOLIC CHURCH


218 E 12TH ST
LOS ANGELES,CA90015 		NONE PC GENERAL OPERATING SUPPORT 5,000
ST MARKS CATHOLIC CHURCH


940 COEUR D ALENE AVE
VENICE,CA90291 		NONE PC GENERAL OPERATING SUPPORT 20,000
ST MARTHAS HALL


4733 MATTIS ROAD
ST LOUIS,MO63128 		NONE PC GENERAL OPERATING SUPPORT 10,000
ST MARY'S MONASTERY


271 NORTH MAIN STREET PO BOX 345
PETERSHAM,MA01366 		NONE PC GENERAL OPERATING SUPPORT 50,000
ST MARY PROTECTRESS UKRAINIAN


3176 ST PAUL BLVD
ROCHESTER,NY14617 		NONE PC GENERAL OPERATING SUPPORT 15,000
ST MICHAEL THE ARCHANGEL CHURCH


49 WEST NORTH STREET
CLAYTON,NJ08312 		NONE PC GENERAL OPERATING SUPPORT 5,000
ST MARTIN DE PORRES ACAD


208 COLUMBUS AVE
NEW HAVEN,CT06519 		NONE PC GENERAL OPERATING SUPPORT 10,000
TERI CAMPUS OF LIFE


555 DEER SPRINGS RD
SAN MARCOS,CA92069 		NONE PC GENERAL OPERATING SUPPORT 500,000
TEXAS EQUUSEARCH


P O BOX 395
DICKINSON,TX77539 		NONE PC GENERAL OPERATING SUPPORT 10,000
TEXAS IN WAR MUSEUM ASSN


PO BOX 1110
LA GRANGE,TX78945 		NONE PC GENERAL OPERATING SUPPORT 5,000
TEXSAR


13501 RANCH ROAD 12 STE 103
WIMBERLEY,TX78676 		NONE PC GENERAL OPERATING SUPPORT 10,000
THE ASHER HOUSE


1401 21ST ST STE R
SACREMENTO,CA95811 		NONE PC GENERAL OPERATING SUPPORT 5,000
THE CATHOLIC CENTER


633 GAYLEY AVE
LOS ANGELES,CA90024 		NONE PC GENERAL OPERATING SUPPORT 25,000
THE CHILDRENS TUMOR FOUNDATION


697 THIRD AVENUE SUITE 418
NEW YORK,NY10017 		NONE PC GENERAL OPERATING SUPPORT 10,000
THE KIMBERLIE JO PATEK FDN


5408 NE WEDGEWOOD LANE
LEES SUMMIT,MO64064 		NONE PC GENERAL OPERATING SUPPORT 10,000
THE POTTERS HANDS FOUNDATION


PO BOX 4667
SCOTTSDALE,AZ85261 		NONE PC GENERAL OPERATING SUPPORT 30,000
THE VOLUNTEER LEAGUE OF SAN FERNAND


14603 HAMLIN STREET
VAN NUYS,CA91411 		NONE PC GENERAL OPERATING SUPPORT 10,000
THE WOMENS CENTER


442 S SAN PEDRO STREET
LOS ANGELES,CA90013 		NONE PC GENERAL OPERATING SUPPORT 15,000
TIM TEBOW FDN


2220 COUNTY RD 210WSTE 108PMB 317
JACKSONVILLE,FL32259 		NONE PC GENERAL OPERATING SUPPORT 10,000
TULSA BOYS HOME


2727 S 137 W AVENUE
SAND SPRINGS,OK74063 		NONE PC GENERAL OPERATING SUPPORT 10,000
UC SAN DIEGO FDN


9500 GILMAN DRIVE MC 0940
LA JOLLA,CA92093 		NONE PC GENERAL OPERATING SUPPORT 75,000
UNIVERSITY OF NORTH TX COLLEGE


1155 UNION CIR
DENTON,TX76205 		NONE PC GENERAL OPERATING SUPPORT 25,000
US UKRAINE FOUNDATION


6312 SEVEN CORNERS CENTER 361
FALLS CHURCH,VA22044 		NONE PC GENERAL OPERATING SUPPORT 15,000
USC LAW SCHOOL


699 W EXPOSITION BLVD
LOS ANGELES,CA90089 		NONE PC GENERAL OPERATING SUPPORT 12,000
VITA LIVING


3300 S GESSNER RD STE 150
HOUSTON,TX77063 		NONE PC GENERAL OPERATING SUPPORT 10,000
WACO FAM PRACTICE FDN


1600 PROVIDENCE DR
WACO,TX76707 		NONE PC GENERAL OPERATING SUPPORT 750,000
WALK WITH ME


1956 SAN RAMOS WAY
MODESTO,CA95358 		NONE PC GENERAL OPERATING SUPPORT 2,000
WELD ELVES


1950 O ST
GREELEY,CO80631 		NONE PC GENERAL OPERATING SUPPORT 5,000
WILD HEARTS


2814 N CALIFORNIA
CHICAGO,IL60618 		NONE PC GENERAL OPERATING SUPPORT 7,020
WOMEN ROCK


225 E HOUSTON ST
SHERMAN,TX75090 		NONE PC GENERAL OPERATING SUPPORT 20,000
WOUNDED WAR HEROS


12360 MILL HOUSE DR
GEISMER,LA70734 		NONE PC GENERAL OPERATING SUPPORT 5,000
WRANGELL MOUNTAINS CENTER


PO BOX 142972
ANCHORAGE,AK99514 		NONE PC GENERAL OPERATING SUPPORT 5,000
ZIGGYS REFUGE FARM SANCTUARY


3913 WALTERS MILL RD
PROVIDENCE,NC27315 		NONE PC GENERAL OPERATING SUPPORT 5,000
Total .................................right arrow 3a 5,980,020
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 264,251  
4 Dividends and interest from securities ....     14 2,138,274  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 137,030  
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 4,157,244  
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) ..   6,696,799  
13Total. Add line 12, columns (b), (d), and (e)..................
13
6,696,799
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID: 23017517
Software Version: 2023v5.1


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
STEPHEN & MARY BIRCH FOUNDATION INC
EIN:
22-1713022
Software ID:
23017517
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
WINNIE K HUANG CPA 39,515 19,758 0 19,757

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

TY 2023 DepreciationSchedule
Name:
STEPHEN & MARY BIRCH FOUNDATION INC
EIN:
22-1713022
Software ID:
23017517
Software Version:
2023v5.1
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
1231 E COLLEGE ST BUILDING 2001-07-01 348,660 191,844 SL 2.56 % 8,940      
BUILDING IMP-1231 E COLLEGE 2002-07-01 76,109 39,916 SL 2.56 % 1,951      
BUILDING IMP-1231 E COLLEGE 2009-03-31 10,000 3,531 SL 2.56 % 256      
BUILDING (200 SUMMER ST) 2013-08-19 2,755,225 662,329 SL 2.56 % 70,644      
NOCONA IMPROVEMENT 2019-11-18 48,418 3,878 SL 2.56 % 1,241      
AUTOMOBILE (NOCONA TRUCK) 2021-02-25 26,671 13,869 200DB 19.20 % 5,121      
BUILDING IMP- 200 SUMMER ST (ROOF) 2023-01-01 118,269   SL 2.46 % 2,911      

TY 2023 InvestmentsCorpBondsSchedule
Name:
STEPHEN & MARY BIRCH FOUNDATION INC
EIN:
22-1713022
Software ID:
23017517
Software Version:
2023v5.1
Name of Bond End of Year Book Value End of Year Fair Market Value
VISA INC 3.15% 12/14/2025 984,571 977,682
MICROSOFT CORP 2.4% 8/8/2026 963,342 964,883
APPLE INC 2.05% 9/11/2026 945,457 949,994
NIKE INC 2.375% 11/1/2026 952,362 953,883
AMAZON.COM INC 3.15% 8/22/2027 975,072 973,313
CHEVRON USA INC 3.85% 1/15/2028 1,001,710 1,005,028
WALMART INC 3.7% 6/26/2028 1,000,164 989,149
AUTOMATIC DATA PROCESSING INC 3.375% 1,940,520 1,981,195
AMAZON.COM INC 4.6% 12/01/2025 997,830 1,007,578
META PLATFORMS INC 4.6% 5/15/28 998,323 1,020,738
APPLE INC 4.15% 05/10/2023 997,406 1,011,284

TY 2023 InvestmentsCorpStockSchedule
Name:
STEPHEN & MARY BIRCH FOUNDATION INC
EIN:
22-1713022
Software ID:
23017517
Software Version:
2023v5.1
Name of Stock End of Year Book Value End of Year Fair Market Value
485.094 LIBERTY/COLUMBIA SAMLL CAP VAL C 16,576 13,875

TY 2023 InvestmentsGovtObligationsSch
Name:
STEPHEN & MARY BIRCH FOUNDATION INC
EIN:
22-1713022
Software ID:
23017517
Software Version:
2023v5.1
US Government Securities - End of Year Book Value:

33,346,409
US Government Securities - End of Year Fair Market Value:

34,023,337
State & Local Government Securities - End of Year Book Value:


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


 


TY 2023 InvestmentsLandSchedule2
Name:
STEPHEN & MARY BIRCH FOUNDATION INC
EIN:
22-1713022
Software ID:
23017517
Software Version:
2023v5.1
Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
Buildings 4,683,912 982,322 3,701,590 1,876,600
Land 29,249,725   29,249,725 72,012,000

TY 2023 LandEtcSchedule2
Name:
STEPHEN & MARY BIRCH FOUNDATION INC
EIN:
22-1713022
Software ID:
23017517
Software Version:
2023v5.1
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
Auto./Transportation Equip. 76,671 68,990 7,681 7,681
Furniture and Fixtures 4,894 4,894    
Machinery and Equipment 87,595 87,595    
Improvements 48,418 5,119 43,299 43,299


TY 2023 LegalFeesSchedule
Name:
STEPHEN & MARY BIRCH FOUNDATION INC
EIN:
22-1713022
Software ID:
23017517
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BERKOWITZ LICHTSTEIN KURITSKY 127,257 63,629 0 63,629
MISC LEGAL FEES 35,478 -35,478 0 0
RUBIN AND RUDMAN LLP 14,482 14,482 0 0


TY 2023 OtherAssetsSchedule
Name:
STEPHEN & MARY BIRCH FOUNDATION INC
EIN:
22-1713022
Software ID:
23017517
Software Version:
2023v5.1
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
UTILTIES DEPOSIT 3,630 3,630 3,630


TY 2023 OtherExpensesSchedule
Name:
STEPHEN & MARY BIRCH FOUNDATION INC
EIN:
22-1713022
Software ID:
23017517
Software Version:
2023v5.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AUTO EXPENSES 3,725 559   3,166
AUTO INSURANCE 1,662 249   1,413
BANK CHARGES 1,373 206   1,167
BUSINESS INSURANCE 16,395 2,459   13,936
CLEANING 2,980 2,980    
COMPUTER AND INTERNET EXPENSES 1,025 154   871
DUES AND SUBSCRIPTION 3,070 460   2,610
FLOW-THROUGH K-1 PORTFOLIO DEDUCTIONS 533,899 533,899    
LANDSCAPING 33,966 33,966    
OFFICE SUPPLIES 8,268 1,240   7,028
PAYROLL SERVICES FEE 7,256 3,987   3,269
POSTAGE & DELIVERY 5,168 775   4,393
PROPERTY INSURANCE 101,998 101,998    
REPAIRS AND MAINTENANCE 57,136 57,136    
SECURITY EXPENSES 203,597 203,597    
TELEPHONE 6,729 1,010   5,719
UTILITIES 80,738 80,738    
WASTE DISPOSAL 2,817 2,817    


TY 2023 OtherProfessionalFeesSchedule
Name:
STEPHEN & MARY BIRCH FOUNDATION INC
EIN:
22-1713022
Software ID:
23017517
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER PROFESSIONAL FEES 39,503 39,503 0 0


TY 2023 TaxesSchedule
Name:
STEPHEN & MARY BIRCH FOUNDATION INC
EIN:
22-1713022
Software ID:
23017517
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER TAXES AND LICENSE 2,660      
PAYROLL TAX 41,373 22,734   18,639
PROPERTY TAXES 231,580 231,580