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

26-1116145
B Telephone number (see instructions)

(800) 839-1754
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,755,826J 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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 740 740  
4 Dividends and interest from securities... 25,885 25,885  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 78,381
b Gross sales price for all assets on line 6a 708,322
7 Capital gain net income (from Part IV, line 2)... 80,944
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........ 105,006 107,569  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 4,444     4,444
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
18,435 18,435    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,019 1,119    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
15,287 332   14,955
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 40,185 19,886   19,399
25 Contributions, gifts, grants paid....... 250,000 250,000
26 Total expenses and disbursements. Add lines 24 and 25 290,185 19,886   269,399
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -185,179
b Net investment income (if negative, enter -0-) 87,683
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 133,925 106,240 106,240
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) 164,691 Click to see attachment
List of Attached Documents:
// Content
103,673 		104,300
b Investments—corporate stock (attach schedule)....... 1,241,391 Click to see attachment
List of Attached Documents:
// Content
1,144,915 		1,545,286
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,540,007 1,354,828 1,755,826
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 1,540,007 1,354,828
29 Total net assets or fund balances (see instructions)..... 1,540,007 1,354,828
30 Total liabilities and net assets/fund balances (see instructions). 1,540,007 1,354,828
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
1,540,007
2
Enter amount from Part I, line 27a .....................
2
-185,179
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,354,828
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
1,354,828
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 708,322   627,378 80,944
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       80,944
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 80,944
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,219
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  
3 Add lines 1 and 2........................... 3 1,219
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,219
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,040
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,040
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 179
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCT
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 arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
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
Arden Trust Company Trustee
4.0 		4,444 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Amanda Parrish Morgan Recording Sec, Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Nick Morgan Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Cassidy Sadler Parrish Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Clay Parrish Treas, Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Diane S Parrish Pres, Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Steve Parrish Trustee, VP
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
 
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
 
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,645,872
b
Average of monthly cash balances.......................
1b
124,096
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,769,968
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
1,769,968
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
26,550
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,743,418
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
87,171
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
87,171
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,219
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,219
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
85,952
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
85,952
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
85,952
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
269,399
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
269,399
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 85,952
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:2021, 2020, 2019  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 608,822
b From 2019...... 737,954
c From 2020...... 305,701
d From 2021...... 336,161
e From 2022...... 283,315
f Total of lines 3a through e ........ 2,271,953
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 269,399
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 85,952
e Remaining amount distributed out of corpus 183,447
5 Excess distributions carryover applied to 2023.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 2,455,400
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		608,822
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		1,846,578
10 Analysis of line 9:
a Excess from 2019.... 737,954
b Excess from 2020.... 305,701
c Excess from 2021.... 336,161
d Excess from 2022.... 283,315
e Excess from 2023.... 183,447
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).)
Diane S Parrish
Steve Parrish
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

ASPETUCK LAND TRUST INC

239 TOILSOME HILL RD
FAIRFIELD,CT06825 		N/A PC General & Unrestricted 500

AUTISM FAMILES CONNECTICUT

70 MIDDLEBROOK RD
WEST HARTFORD,CT06119 		N/A PC General & Unrestricted 750

CARLETON COLLEGE

1 N COLLEGE ST
NORTHFIELD,MN55057 		N/A PC Annual Fund 25,000

FAIRFIELD HISTORICAL SOCIETY

370 BEACH RD
FAIRFIELD,CT06824 		N/A PC General & Unrestricted 250

FOLDS OF HONOR FOUNDATION

372 FERNDALE RD S
WAYZATA,MN55391 		N/A PC General & Unrestricted 1,000

FRIENDS OF THE FAIRFIELD PUBLIC LIBRARY INC

1080 OLD POST RD
FAIRFIELD,CT06824 		N/A PC General & Unrestricted 1,000

HOMES WITH HOPE INC

PO BOX 631
WESTPORT,CT06881 		N/A PC Charitable Event 5,000

NATIONAL WRITING PROJECT

2120 UNIVERSITY AVE
BERKELEY,CA94704 		N/A PC General & Unrestricted 500

OPERATION HOPE OF FAIRFIELD INC

636 OLD POST RD
FAIRFIELD,CT06824 		N/A PC General & Unrestricted 500

ORCHESTRA LUMOS INC

263 TRESSER BLVD
STAMFORD,CT06901 		N/A PC General & Unrestricted 75,000

SOUTH UPTOWN NEIGHBORHOOD ASSOCIATION

3501 ALDRICH AVE S
MINNEAPOLIS,MN55408 		N/A PC Bryant Square Park fund 1,000

STAMFORD SYMPHONY ORCHESTRA INC

263 TRESSER BLVD
STAMFORD,CT06901 		N/A PC General Operating fund and Crescendo Campaign 75,000

TRIPLE NEGATIVE BREAST CANCER FOUNDATION INC

PO BOX 204
NORWOOD,NJ07648 		N/A PC Charitable Event 10,000

UNDERDOG RESCUE INC

3345 DAKOTA AVE S
ST LOUIS PARK,MN55416 		N/A PC GIVE TO THE MAX DAY FUND 500

UNDERDOG RESCUE INC

3345 DAKOTA AVE S
ST LOUIS PARK,MN55416 		N/A PC General & Unrestricted 1,500

UNDERDOG RESCUE INC

3345 DAKOTA AVE S
ST LOUIS PARK,MN55416 		N/A PC Give to the Max Day fund 1,000

UNIVERSITY OF CHICAGO

5801 S ELLIS AVE
CHICAGO,IL60637 		N/A PC GENERAL & UNRESTRICTED 500

WESTPORT ASTRONOMICAL SOCIETY INC

182 BAYBERRY LN
WESTPORT,CT06880 		N/A PC General & Unrestricted 500

WESTPORT WRITERS WORKSHOP I INC

25 SYLVAN ROAD S STE J
WESTPORT,CT06880 		N/A PC General & Unrestricted 500

YALE UNIVERSITY

PO BOX 2038
NEW HAVEN,CT06521 		N/A PC Andover Newton Seminary at Yale Divinity School 50,000
Total .................................right arrow 3a 250,000
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 ........... 		    14 740  
4 Dividends and interest from securities ....     14 25,885  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 78,381  
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) ..   105,006  
13Total. Add line 12, columns (b), (d), and (e)..................
13
105,006
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

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

TY 2023 DepreciationSchedule
Name:
Steve and Diane Parrish Foundation
EIN:
26-1116145
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2023 InvestmentsCorpStockSchedule
Name:
Steve and Diane Parrish Foundation
EIN:
26-1116145
Name of Stock End of Year Book Value End of Year Fair Market Value
1ST SOURCE CORPORATION 996 1,099
ABBVIE INC 6,017 6,509
ACCENTURE PLC 9,602 15,089
ACUITY BRANDS INC 1,279 1,843
ADOBE SYSTEMS, INC 6,965 13,722
ADVANTEST CORP - ADR 864 2,160
AIA GROUP LTD ADR 4,772 4,334
AKZO NOBEL NV-ADR 2,691 2,691
ALCOA INC 2,261 2,924
ALCON INC 4,514 5,703
ALLIANZ GLOBAL INVESTORS FIXED 94,408 88,959
ALPHABET INC CL A 12,377 27,658
ALPHABET INC CL C 9,737 25,931
AMADEUS IT HLDS SA 1,340 1,658
AMAZON COM 22,287 43,454
AMER INTERNATIONAL GROUP INC 5,038 6,707
AMERICAN EXPRESS CO 5,657 6,557
AMERICAN TOWER REIT INC 5,215 8,203
AMETEK INC 4,997 7,750
ANALOG DEVICES INC 5,505 6,552
ANGLO AM PLC ADR 1,753 1,435
AON PLC CL A 3,531 6,693
APPLE INC 10,400 15,402
APPLIED IDNS TECH 966 2,763
APPLIED MATERIALS INC 2,572 3,890
APTAR GROUP INC 2,649 2,843
ASHTEAD GROUP PLC 4,085 6,538
ASML HOLDING NV NY REG SHS 14,495 21,194
ASSA ABLOY UNSP/ADR 2,799 3,566
ASTRAZENECA 2,819 3,031
ATRION CORPORATION 1,159 758
AXA ADS 1,500 1,667
BADGER METER, INC 784 1,698
BALL CP 2,971 3,336
BJ'S WHLSL CLUB INC 3,996 4,000
BOSTON SCIENTIFIC 13,959 19,829
BRISTOL-MYERS SQUIBB CO 5,264 4,156
BROOKFIELD CORP ORD SHS CL A 4,251 5,256
CABLE ONE INC 2,589 1,670
CACTUS, INC. CLASS A 2,085 2,542
CADENCE DESIGN SYSTEMS INC 4,662 6,809
CALLON PETROLEUM CO 1,688 1,458
CAMECO CORPORATION 1,403 4,741
CAP GEMINI SA UNSP/ADR 1,372 1,548
CARTER'S INC 2,337 2,247
CATHAY GENERAL BANCORP 1,799 1,961
CAVCO INDS INC DEL 1,406 2,080
CBOE HOLDINGS INC 2,003 2,500
CENTRAL GARDEN AND PET CO - A 1,004 1,057
CHARLES SCHWAB CORP 9,704 12,040
CHEMED CORP 1,921 2,339
CHEVRON CORP 8,682 9,845
CHOICE HOTELS INTERNATIONAL IN 1,906 1,926
CHR HANSEN HOLDINGS 785 879
CHUBB LIMITED 3,806 5,876
CIGNA CORPORATION 6,638 9,582
CITIGROUP INC 3,575 3,652
CLOROX CO 2,597 2,852
CMS ENERGY CP 3,264 3,078
COCA COLA EUROPEAN PARTNERS PL 2,921 3,804
COHEN & STEERS INC 1,568 2,120
COLGATE-PALMOLIVE COMPANY 2,379 2,471
COLUMBIA SPORTSWEAR CO 2,920 2,784
COMCAST CORP 7,263 8,902
COMFORT SYSTEMS USA INC 772 1,851
COMMERCE BANCSHARES, INC 1,323 1,549
COMPAGNIE DE SAINT G 1,171 1,800
CONOCOPHILLIPS 9,328 13,928
CONSTELLATION BRANDS INC 5,866 6,044
CORCEPT THERAPEUTICS INC 1,907 2,663
CORE LABORATORIES 1,700 1,007
CORVEL CORP 1,125 3,214
COSTAR GROUP, INC 4,091 4,457
COSTCO WHOLESALE CORPORATION 3,324 11,221
COUSINS PROPERTIES INC 1,014 1,071
CREDICORP LTD 2,761 3,448
CRODA INTL 2,192 1,964
CROWDSTRIKE HOLDINGS, INC 6,504 9,957
CSG SYST INTL INC. 1,599 1,969
CSX CORP 3,374 3,744
DAIKIN INDS LTD ADR 3,227 3,412
DASSAULT SYS SA SPN ADR 1,633 1,961
DBS GROUP HLDGS SPON ADR 2,743 3,544
DEUTSCHE BOERSE ADR 1,866 2,096
DEXCOM, INC 5,471 7,445
DIAGEO PLC ADS 6,294 5,681
DOLLAR TREE INC 3,944 3,693
DOMINION ENERGY INC 6,082 4,324
DONALDSON CO. INC 2,252 2,875
DONNELLEY FINANCIAL SOLUTIONS 1,717 1,996
DU PONT DE NEMOURS 4,071 4,385
DUKE ENERGY CO 5,931 6,405
EAST JAPAN RAILWAY C 1,340 1,463
EATON CORP PLC 2,849 6,021
EBARA CORPORATION 1,120 1,657
EDISON INTL 2,017 2,431
ELI LILLY & CO 8,737 11,075
EOG RESOURCES INC 944 1,693
ERSTE BK DER OEST SP 2,220 2,678
ESSILOR INTL ADR 1,914 2,110
EVERCORE PARTNERS INC 1,751 2,395
EXLSERVICE HOLDINGS INC 2,267 2,900
EXPERIAN GROUP LTD S/ADR 4,633 5,826
F M C CP 2,859 2,081
FANUC LIMITED UNSPONSORED 2,829 2,385
FIRST INDUSTRIAL REALTY TRUST 2,021 2,159
FLOWERS FOODS INC 2,606 2,769
FORWARD AIR CORP 948 817
FRANKLIN ELECTRIC CO., INC 1,091 2,030
FRANKS INTERNATIONAL NV 3,191 4,118
GARTNER INC 10,040 14,436
GEN DYNAMICS CP 5,630 6,492
GERMAN AMERICAN BANCORP INC 67 65
GLOBUS MEDICAL INC 1,515 1,812
GSK PLC 3,098 3,187
HAEMONETICS CP 2,177 2,822
HALEON PLC 2,987 3,424
HALMA PLC ADR 1,668 2,027
HANOVER INS GROUP 2,184 2,064
HASBRO INC 3,176 2,757
HDFC BANK LTD ADR 2,065 1,946
HEINEKEN N V S ADR 3,192 3,263
HELMERICH PAYNE 1,942 2,318
HEXCEL CP DELAWARE 803 1,254
HILTON WORLDWIDE HOLDINGS, INC 3,378 4,370
HISCOX LTD 1,693 1,989
HOME DEPOT INC 4,307 7,624
HONEYWELL INTL 4,427 6,291
HOWMET AEROSPACE ORD SHS 2,843 3,788
HUMANA INC 2,422 2,289
HUNTINGTON INGALLS INDUSTRIES 3,575 4,674
ICU MEDICAL, INC 2,338 1,197
IDACORP INC HLDG CO 1,760 1,770
ILLINOIS TOOL WORKS 2,829 4,977
IMI - PLC 1,589 1,653
INDEPENDENT BANK CORP 1,627 1,579
ING GROUP N V SPONSORED ADR 4,616 6,894
INSPERITY INC 998 1,289
INTEGRAMED AMERICA, INC 1,292 1,468
INTERACTIVE BROKERS GROUP, INC 1,614 1,741
INTERDIGITAL COMMUNICATIONS CO 1,592 3,148
INTERNATIONAL BANCSHARES CORPO 1,736 1,901
INTUIT 1,907 4,375
INTUITIVE SURGICAL 5,537 7,422
INVITATION HOMES INC. 3,726 3,650
ISHARES MSCI BRAZIL FREE INDEX 1,132 1,328
ISHARES MSCI-JAPAN 1,586 1,604
ISHARES TRUST MSCI EAFE INDEX 1,708 1,808
JOHNSON & JOHNSON 4,257 4,389
JOHNSON CONTROLS INTERNATIONAL 3,787 4,208
JONES LANG LASALLE 2,047 2,833
JP MORGAN CHASE 5,593 10,206
KDDI CP UNSP ADR 2,990 3,229
KENVUE INC 4,994 4,672
KKR & CO INC 3,798 5,054
KLA TENCOR CORP 2,338 4,069
KUBOTA CORPORATION 2,814 2,771
L'AIR LIQUIDE ADR OTC 2,069 2,571
L'OREAL ADR 1,552 1,988
LAKELAND FINANCIAL CORPORATION 723 977
LAM RESEARCH CORP 3,328 5,483
LANCASTER COLONY CORPORATION 2,263 2,329
LANDSTAR SYSTEM 1,027 2,130
LINDE PLC COM 7,976 9,857
LITHIA MOTORS INC CL A 3,427 3,622
LITTELFUSE, INC 2,231 2,408
LONZA GROUP AG UNSP/ADR 2,018 1,515
LOWES COMPANIES INC 4,848 6,231
LVMH MOET HENN UNSP 5,587 7,635
M&T BANK CORP 1,730 1,371
MAGNA INTERNATIONAL INC 2,740 3,072
MARRIOTT INTERNATIONAL INC. CL 2,440 3,608
MARSH AND MCLENNAN COMPANIES I 2,899 5,305
MASTERCARD INC 11,114 22,605
MCKESSON CORP 5,488 9,723
MEDPACE HOLDINGS, INC 1,294 3,372
META PLATFORMS INC 13,240 16,990
MICHELIN CIE GEN UNSP/ADR 2,951 3,502
MICRON TECHNOLOGY 5,452 6,657
MICROSOFT CORP 32,772 69,942
MID-AMERICA APT COMMUNITIES IN 5,265 4,572
MINERAL TECH INC 1,757 2,068
MORGAN STANLEY 4,884 5,688
MSC INDUSTRIAL DRCT 1,919 2,430
MSCI INC 1,359 2,828
MUENCHENER RUECKVERS 2,948 5,215
NASDAQ OMX GROUP 2,561 4,535
NESTLE S.A 8,757 10,291
NEUROCRINE BIOSCIENCES, INC 2,672 3,426
NEXTERA ENERGY, INC 4,828 4,313
NIDEC CORPORATION ADR 3,041 1,674
NIKE INC-CL B 7,969 6,297
NORTHROP GRUMMAN CORP 3,896 5,150
NOVARTIS AG ADR 3,931 4,847
NOVO NORDISK A S 3,005 3,207
NOVOZYMES A/S UNSP/ADR 835 714
NVIDIA CORP 15,145 44,074
NXP SEMICONDUCTORS 2,438 3,216
O'REILLY AUTOMOTIVE INC 7,210 7,601
ON SEMICONDUCTOR 3,360 3,842
ONE GAS INC 1,487 1,402
OTSUKA HOLDINGS CO 2,930 3,057
PACCAR INC 3,842 5,175
PALO ALTO NETWORKS INC 5,993 7,962
PAN PAC INTL HLDGS UNSPONSORED 5,217 6,339
PAPA JOHNS INTL INC 3,511 2,973
PEPSICO INC 3,339 3,906
PFIZER INC 9,182 6,103
PHYSICIANS REALTY TRUST 2,302 1,704
PIONEER NAT RES CO 1,570 1,574
PLEXUS CORPORATION INC 1,745 1,946
PNC FINANCIAL GROUP INC 2,642 3,252
POWER INTEGRATIONS, INC 1,606 2,710
PROGRESS SOFTWARE CORP 1,946 2,444
PROGRESSIVE CORP OHIO 4,708 7,327
PROLOGIS 7,366 8,265
PRUDENTIAL PLC SC 1,976 1,818
PUBLICIS GROUPE S.A 1,666 1,994
QUALYS INC COM 1,791 3,140
RAYTHEON TECHNOLOGIES CORP 4,461 4,544
RECRUIT HOLDINGS CO 1,566 2,146
REINSURANCE GROUP AMER INC 3,985 4,692
RELX PLC 1,528 2,459
RENTOKIL INITIAL PLC SPON ADR 3,049 2,890
ROBERT HALF INTL INC 2,316 2,638
ROCHE HOLDING LTD ADR 2,828 2,681
S&P GLOBAL INC COM 5,794 11,894
SAFRAN SA - UNSPON ADR 3,732 4,281
SALESFORCE.COM 4,026 9,736
SANOFI-AVENTIS SPONSORED ADR 5,982 6,216
SAP AKTIENGESELL ADS 1,651 2,164
SCHNEIDER ELEC UNSP/ADR 1,988 2,575
SCOR ADS 877 1,594
SELECTIVE INS GROUP INC 1,967 2,686
SEMPRA ENERGY COM 2,008 2,167
SENSIENT TECHNOLOGIES 1,716 1,650
SERVICE NOW 8,456 27,552
SHELL ADR EACH REPRESENTING 2 630 855
SHUTTERSTOCK INC 1,802 1,304
SILGAN HOLDINGS, INC 1,591 2,217
SMURFIT KAPPA 1,255 1,291
SNOWFLAKE INC 4,209 3,781
SONY GROUP CORP 5,004 7,386
SOUTHERN CO 5,052 5,890
SPOTIFY TECHNOLOGY SA 4,432 5,449
SPROUTS FARMERS MARKET INC 2,433 3,175
STAG INDUSTRIAL INC 2,721 2,984
SYMRISE AG UNSPONSORED 2,876 3,274
SYNOPSYS, INC 1,502 1,545
TAIWAN SEMICONDUCTOR MFG CO LT 1,245 1,248
TARGET CORPORATION 5,618 5,412
TECHNOPRO HOLDINGS 5 SPONSORED 1,397 2,106
TERADATA CORPORATION 1,926 2,524
TEXAS INSTRUMENTS INC 2,700 2,557
TEXAS ROADHOUSE, INC 1,478 2,934
THE HERSHEY COMPANY 2,518 2,237
THE TRADE DESK INC 2,054 6,117
THERMO FISHER SCIENTIFIC INC 5,301 5,308
TKO GROUP HOLDINGS, INC 2,170 1,713
TOMPKINS FINANCIAL CORPORATION 553 422
TORO CO 2,203 2,208
TOTALENERGIES SE 2,858 3,639
TOYOTA INDUSTRIES CORPORATION 1,136 1,624
U.S. PHYSICAL THERAPY INC 2,046 2,329
UBER 3,651 3,756
ULTA SALON, COSMETICS & FRAGRA 3,010 5,880
UMB FINANCIAL CORPORATION 1,625 1,420
UNICHARM CORP - SPN ADR 688 723
UNIFIRST CP 1,187 1,646
UNILEVER PLC AMER 4,819 4,460
UNION PACIFIC 4,662 6,877
UNITEDHEALTH GROUP INC 8,243 8,950
UNITIL CP 906 999
UNIVERSAL MUSIC GROUP 1,340 1,672
VALMONT INDUSTRIES INC 1,135 1,168
VERISK ANALYTICS, INC 7,974 8,838
VERTEX PHARMCTLS INC 7,731 10,986
VISA INC 15,625 29,679
VULCAN MATERIALS CO 5,474 7,718
WALT DISNEY HOLDINGS CO 4,222 3,792
WASTE CONNECTIONS 3,299 6,120
WATTS WATER TECHNOLOGIES INC 1,009 2,500
WELLS FARGO & CO 6,971 8,072
WESTINGHOUSE AIR BRAKE TECHNOL 2,999 4,442
WOLTERS KLUWER S/ADR 2,437 2,565
XP INC CL A 1,211 1,799
ZEBRA TECHNOLOGIES CORP 2,773 3,553
ZIMMER BIOMET HOLDINGS 1,963 2,069
ZOETIS INC 10,788 16,776

TY 2023 InvestmentsGovtObligationsSch
Name:
Steve and Diane Parrish Foundation
EIN:
26-1116145
US Government Securities - End of Year Book Value:

103,673
US Government Securities - End of Year Fair Market Value:

104,300
State & Local Government Securities - End of Year Book Value:


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


 


TY 2023 OtherExpensesSchedule
Name:
Steve and Diane Parrish Foundation
EIN:
26-1116145
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 14,955     14,955
Bank Charges 332 332    


TY 2023 OtherProfessionalFeesSchedule
Name:
Steve and Diane Parrish Foundation
EIN:
26-1116145
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 18,435 18,435    


TY 2023 TaxesSchedule
Name:
Steve and Diane Parrish Foundation
EIN:
26-1116145
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2023 900      
Foreign Tax Paid 1,119 1,119