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
THE NEW OPPORTUNITIES FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)2390 E CAMELBACK RD 410
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHOENIX, AZ85016
A Employer identification number

82-0577111
B Telephone number (see instructions)

(602) 808-8600
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$9,031,722
J Accounting method:
MODIFIED CASH
(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) 1,346,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 8,257 8,257  
4 Dividends and interest from securities... 161,544 161,544  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -12,320
b Gross sales price for all assets on line 6a 834,346
7 Capital gain net income (from Part IV, line 2)... 0
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........ 1,503,481 169,801  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 4,000 0   0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 29,670 29,670   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 5,619 5,519   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 108 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 39,397 35,189   0
25 Contributions, gifts, grants paid....... 334,000 334,000
26 Total expenses and disbursements. Add lines 24 and 25 373,397 35,189   334,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,130,084
b Net investment income (if negative, enter -0-) 134,612
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............. 234,932 1,222,117 1,222,117
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 6,686,899 Click to see attachment
List of Attached Documents:
// Content
7,809,605
7,809,605
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) 6,921,831 9,031,722 9,031,722
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........... 6,000,239 7,965,987
25 Net assets with donor restrictions............ 921,592 1,065,735
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    
29 Total net assets or fund balances (see instructions)..... 6,921,831 9,031,722
30 Total liabilities and net assets/fund balances (see instructions). 6,921,831 9,031,722
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
6,921,831
2
Enter amount from Part I, line 27a .....................
2
1,130,084
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
979,807
4
Add lines 1, 2, and 3 ..........................
4
9,031,722
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,031,722
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 50 ABBVIE INC COM   2020-06-16 2023-05-04
b 65 ABBVIE INC COM   2020-11-04 2023-05-11
c 2 ADOBE INC. (DELAWARE)   2022-05-31 2023-09-28
d 28 ADVANCED MICRO DEVICES INC   2021-03-15 2023-06-15
e 24 AKAMAI TECHNOLOGIES INC   2021-03-15 2023-01-12
26 AKAMAI TECHNOLOGIES INC   2021-03-15 2023-02-15
75 AKAMAI TECHNOLOGIES INC   2021-03-15 2023-02-16
16 AKAMAI TECHNOLOGIES INC   2021-03-15 2023-03-16
84 AKAMAI TECHNOLOGIES INC   2021-03-26 2023-03-16
23 AKAMAI TECHNOLOGIES INC   2021-04-12 2023-03-16
56 AKAMAI TECHNOLOGIES INC   2021-04-19 2023-03-16
15 AKAMAI TECHNOLOGIES INC   2021-12-28 2023-03-16
91 AKAMAI TECHNOLOGIES INC   2021-03-15 2023-05-04
72 AKAMAI TECHNOLOGIES INC   2021-03-15 2023-06-15
19 AKAMAI TECHNOLOGIES INC   2021-04-09 2023-06-15
25 AKAMAI TECHNOLOGIES INC   2021-04-15 2023-06-15
122 ALLSTATE CORP   2021-01-29 2023-06-15
18 ALLSTATE CORP   2021-12-07 2023-06-15
27 AMAZON.COM INC   2023-05-11 2023-10-30
15 AMERICAN WATER WORKS CO INC NEW   2020-09-02 2023-12-14
139 AMERICAN WELL CORP CL A   2020-09-18 2023-05-04
100 AMERICAN WELL CORP CL A   2021-03-15 2023-05-04
87 AMERICAN WELL CORP CL A   2021-04-09 2023-05-04
182 AMERICAN WELL CORP CL A   2022-07-07 2023-05-04
164 AMERICAN WELL CORP CL A   2022-07-07 2023-05-05
4 AMERIPRISE FINANCIAL INC   2019-06-17 2023-09-28
15 APTIV PLC   2020-04-08 2023-09-28
11 ASHTEAD GROUP PLC ORD UNSPONSORED ADR   2019-06-17 2023-09-28
11 ASTRAZENECA PLC SPON ADR   2021-05-17 2023-09-28
201 AXA ADR   2021-05-17 2023-05-11
99 AZEK CO INC CL A   2020-11-27 2023-08-04
263 BANK OZK   2021-06-28 2023-04-05
44 BANK OZK   2021-09-29 2023-04-05
53 BANK OZK   2022-07-29 2023-04-05
83 BLOOM ENERGY CORP CL A   2020-10-02 2023-08-04
1 BROADCOM INC   2023-09-28 2023-11-07
8 CADENCE DESIGN SYSTEM   2020-12-18 2023-02-22
6 CADENCE DESIGN SYSTEM   2020-12-18 2023-02-23
11 CADENCE DESIGN SYSTEM   2020-12-18 2023-05-04
8 CADENCE DESIGN SYSTEM   2020-12-18 2023-05-11
3 CADENCE DESIGN SYSTEM   2021-06-21 2023-05-11
14 CADENCE DESIGN SYSTEM   2020-12-17 2023-05-26
9 CADENCE DESIGN SYSTEM   2020-12-17 2023-06-15
14 CADENCE DESIGN SYSTEM   2020-12-17 2023-12-14
1337.833 CALVERT U.S. LARGE CAP VALUE RESPONSIBLE INDEX FUND CLASS I   2019-06-13 2023-01-20
880.762 CALVERT U.S. LARGE CAP VALUE RESPONSIBLE INDEX FUND CLASS I   2019-06-13 2023-02-24
454.615 CALVERT U.S. LARGE CAP VALUE RESPONSIBLE INDEX FUND CLASS I   2019-06-13 2023-03-24
42 CANADIAN PAC RAILWAY LTD CAD   2021-10-18 2023-02-22
6 COSTCO WHOLESALE CORP   2020-06-24 2023-07-27
5 COSTCO WHOLESALE CORP   2020-06-24 2023-08-04
23 ECOLAB INC   2020-09-02 2023-08-04
18 ECOLAB INC   2019-06-17 2023-09-28
48 ELECTRONIC ARTS   2019-06-17 2023-05-04
17 ELECTRONIC ARTS   2019-10-01 2023-05-04
17 ELECTRONIC ARTS   2019-10-04 2023-05-04
2 ELECTRONIC ARTS   2019-12-24 2023-05-04
14 ELECTRONIC ARTS   2019-12-24 2023-05-05
11 ELECTRONIC ARTS   2021-12-28 2023-05-05
18 ELECTRONIC ARTS   2023-02-22 2023-05-05
24 EQUINOR ASA SPON ADR   2019-06-17 2023-09-28
37 FIVE9 INC   2023-04-05 2023-08-30
75 FIVE9 INC   2023-04-05 2023-09-28
43 FIVE9 INC   2023-04-05 2023-09-29
6 FIVE9 INC   2023-06-29 2023-09-29
9 FIVE9 INC   2023-06-29 2023-10-02
68 FIVE9 INC   2023-04-05 2023-12-14
50 FIVE9 INC   2023-06-15 2023-12-14
1 FORTREA HLDGS INC   2019-06-17 2023-07-26
15 FORTREA HLDGS INC   2019-06-21 2023-07-26
9 FORTREA HLDGS INC   2019-06-27 2023-07-26
11 FORTREA HLDGS INC   2021-02-12 2023-07-26
11 FORTREA HLDGS INC   2022-07-29 2023-07-26
12 FORTREA HLDGS INC   2022-09-26 2023-07-26
1 FORTREA HLDGS INC   2022-09-26 2023-07-27
22 HESS CORP   2019-06-17 2023-01-12
47 INGERSOLL RAND INC   2019-06-17 2023-04-04
55 INGERSOLL RAND INC   2019-06-17 2023-05-11
28 INGERSOLL RAND INC   2019-06-17 2023-07-26
8 INGERSOLL RAND INC   2020-04-06 2023-07-26
745 ISHARES ESG AWARE USD CORPORAT ETF   2020-04-21 2023-04-21
735 ISHARES ESG AWARE USD CORPORAT ETF   2020-04-21 2023-08-18
589 ISHARES INC ISHARES ESG AWARE MSCI EM ETF   2023-01-20 2023-08-18
758 ISHARES MSCI ACWI LOW CARBON TARGET ETF   2021-03-05 2023-05-19
107 ISHARES MSCI ACWI LOW CARBON TARGET ETF   2021-05-21 2023-05-19
2 ISHARES TRUST ISHARES ESG AWARE MSCI EAFE ETF   2019-06-13 2023-01-20
149 ISHARES TRUST ISHARES ESG AWARE MSCI EAFE ETF   2019-11-15 2023-01-20
155 ISHARES TRUST ISHARES ESG AWARE MSCI EAFE ETF   2020-03-20 2023-01-20
421 KENVUE INC   2023-05-04 2023-09-13
56 KENVUE INC   2023-05-05 2023-09-13
344 KENVUE INC   2023-05-04 2023-10-09
42 KENVUE INC   2023-05-05 2023-10-09
0.6888 KONINKLIJKE PHILIPS NV SPON ADR   2021-10-19 2023-05-18
80 KONINKLIJKE PHILIPS NV SPON ADR   2021-10-19 2023-09-28
1 LABORATORY CORP AMER HLDGS NEW   2019-06-17 2023-10-30
12 LABORATORY CORP AMER HLDGS NEW   2019-06-21 2023-10-30
176 LI AUTO INC SPON ADR   2020-12-07 2023-09-28
43 LI AUTO INC SPON ADR   2021-01-29 2023-09-28
6 LILLY ELI & CO   2019-06-17 2023-05-11
5 LILLY ELI & CO   2022-03-18 2023-08-04
3 LILLY ELI & CO   2022-03-18 2023-08-30
4 LILLY ELI & CO   2019-06-17 2023-09-28
8 LINDE PLC NEW EUR   2016-09-14 2023-05-11
7 LINDE PLC NEW EUR   2016-09-14 2023-09-28
116 MARAVAI LIFESCIENCES HLDGS CL A   2020-11-20 2023-08-30
60 MARAVAI LIFESCIENCES HLDGS CL A   2021-04-09 2023-08-30
8 MARSH & MCLENNAN COS INC   2020-06-24 2023-07-27
126 MEITUAN ADR   2023-01-17 2023-12-28
163 METSO OUTOTEC OYJ EUR   2021-09-14 2023-01-13
57 METSO OUTOTEC OYJ EUR   2021-09-14 2023-05-05
264 METSO OUTOTEC OYJ EUR   2021-09-15 2023-05-05
158 METSO OUTOTEC OYJ EUR   2021-09-15 2023-05-08
46 METSO OUTOTEC OYJ EUR   2021-09-16 2023-05-08
149 METSO OUTOTEC OYJ EUR   2021-09-16 2023-05-09
107 METSO OUTOTEC OYJ EUR   2021-09-16 2023-05-11
143 METSO OUTOTEC OYJ EUR   2021-09-16 2023-05-12
77 METSO OUTOTEC OYJ EUR   2021-09-16 2023-09-28
14 METSO OUTOTEC OYJ EUR   2021-09-16 2023-09-29
187 METSO OUTOTEC OYJ EUR   2022-07-25 2023-09-29
73 METSO OUTOTEC OYJ EUR   2022-07-26 2023-09-29
158 METSO OUTOTEC OYJ EUR   2022-07-26 2023-10-02
15 MICROSOFT CORP   2018-06-12 2023-07-26
17 MICROSOFT CORP   2020-09-02 2023-07-27
16 MICROSOFT CORP   2018-06-12 2023-09-28
2 MICROSOFT CORP   2018-06-12 2023-09-28
113 MITSUBISHI UFJ FINANCIAL GROUP INC SPON ADR   2023-01-13 2023-11-07
35 MKS INSTRUMENTS INC   2023-01-12 2023-09-28
11 MKS INSTRUMENTS INC   2023-01-13 2023-09-29
10 MKS INSTRUMENTS INC   2023-01-13 2023-09-29
11 MODERNA INC   2023-09-28 2023-11-07
21 MSA SAFETY INC COM   2020-03-24 2023-08-04
15 MSA SAFETY INC COM   2020-03-24 2023-09-13
10 MSA SAFETY INC COM   2019-06-17 2023-09-28
2 MSA SAFETY INC COM   2019-06-17 2023-09-29
2 MSA SAFETY INC COM   2019-06-17 2023-09-29
7 MSA SAFETY INC COM   2019-06-17 2023-10-09
9 NETFLIX INC   2022-09-26 2023-09-28
679 NORSK HYDRO A.S. ORD NOK 25.000 PV * FOREIGN SEC ORD NOK   2022-08-01 2023-05-05
18 NORSK HYDRO A.S. ORD NOK 25.000 PV * FOREIGN SEC ORD NOK   2022-08-02 2023-05-05
464 NORSK HYDRO A.S. ORD NOK 25.000 PV * FOREIGN SEC ORD NOK   2022-08-02 2023-05-08
51 NORSK HYDRO A.S. ORD NOK 25.000 PV * FOREIGN SEC ORD NOK   2022-08-03 2023-05-08
58 NORSK HYDRO A.S. ORD NOK 25.000 PV * FOREIGN SEC ORD NOK   2022-11-11 2023-05-08
306 NORSK HYDRO A.S. ORD NOK 25.000 PV * FOREIGN SEC ORD NOK   2022-11-11 2023-05-09
55 NORSK HYDRO A.S. ORD NOK 25.000 PV * FOREIGN SEC ORD NOK   2022-11-14 2023-05-09
20 NXP SEMICONDUCTORS N V COM EUR   2019-06-17 2023-01-12
11 NXP SEMICONDUCTORS N V COM EUR   2021-11-16 2023-01-12
24 NXP SEMICONDUCTORS N V COM EUR   2019-12-26 2023-04-05
24 NXP SEMICONDUCTORS N V COM EUR   2020-03-24 2023-04-05
33 NXP SEMICONDUCTORS N V COM EUR   2020-06-10 2023-04-05
12 NXP SEMICONDUCTORS N V COM EUR   2021-11-16 2023-04-05
39 OKTA INC   2021-12-07 2023-02-22
22 OKTA INC   2022-07-25 2023-02-22
21 OKTA INC   2022-10-19 2023-02-22
46 PRYSMIAN S.P.A. MILANO EUR   2020-02-28 2023-01-13
56 PRYSMIAN S.P.A. MILANO EUR   2020-02-28 2023-04-05
57 PRYSMIAN S.P.A. MILANO EUR   2020-02-28 2023-05-11
17 PT BK MANDIRI PERSERO TBK ADR   2019-06-17 2023-01-13
133 PT BK MANDIRI PERSERO TBK ADR   2019-08-07 2023-01-13
15 PT BK MANDIRI PERSERO TBK ADR   2020-05-08 2023-01-13
164 PT BK MANDIRI PERSERO TBK ADR   2020-05-08 2023-01-17
6 REGAL REXNORD CORP   2022-07-25 2023-11-07
46 RIVIAN AUTOMOTIVE INC CL A   2021-11-10 2023-11-07
216 SAGE GROUP PLC ORD GBP   2019-06-17 2023-04-05
194 SAGE GROUP PLC ORD GBP   2019-06-17 2023-04-06
176 SAGE GROUP PLC ORD GBP   2019-06-17 2023-09-28
307 SAGE GROUP PLC ORD GBP   2019-06-17 2023-09-29
263 SAGE GROUP PLC ORD GBP   2019-06-17 2023-10-02
102 SAGE GROUP PLC ORD GBP   2019-06-17 2023-10-03
125 SAGE GROUP PLC ORD GBP   2021-03-29 2023-10-03
107 SAGE GROUP PLC ORD GBP   2021-03-29 2023-10-04
12 SALESFORCE, INC.   2020-09-02 2023-07-27
5 SALESFORCE, INC.   2020-09-02 2023-12-14
110 SHOALS TECHNOLOGIES GROUP INC CL A   2021-01-27 2023-08-30
58 SHOALS TECHNOLOGIES GROUP INC CL A   2021-01-27 2023-09-13
56 SHOALS TECHNOLOGIES GROUP INC CL A   2021-07-16 2023-09-13
44 SHOALS TECHNOLOGIES GROUP INC CL A   2022-12-02 2023-09-13
124 SHOALS TECHNOLOGIES GROUP INC CL A   2021-03-04 2023-09-28
69 SHOALS TECHNOLOGIES GROUP INC CL A   2021-03-05 2023-09-28
78 SHOALS TECHNOLOGIES GROUP INC CL A   2021-07-16 2023-09-28
77 SHOALS TECHNOLOGIES GROUP INC CL A   2022-12-02 2023-09-28
94 SLM CORP VTG   2022-02-03 2023-10-09
92 SLM CORP VTG   2022-02-03 2023-10-10
37 SNOWFLAKE INC CL A   2021-08-13 2023-09-28
26 SNOWFLAKE INC CL A   2023-04-04 2023-09-28
12 SNOWFLAKE INC CL A   2023-05-04 2023-09-28
322 SOCIETE GENERALE EUR 5 *FOREIGN SEC ORD EUR   2021-03-15 2023-03-16
68 SOCIETE GENERALE EUR 5 *FOREIGN SEC ORD EUR   2021-05-17 2023-03-16
49 SOCIETE GENERALE EUR 5 *FOREIGN SEC ORD EUR   2021-09-30 2023-03-16
105 SOFTBANK GROUP CORP ADR   2021-10-19 2023-09-29
12 SOLAREDGE TECHNOLOGIES INC   2020-09-02 2023-12-14
18 SOLAREDGE TECHNOLOGIES INC   2023-09-13 2023-12-14
15 SONY GROUP CORP SPONSORED ADR   2019-06-17 2023-05-04
18 SONY GROUP CORP SPONSORED ADR   2019-06-17 2023-05-05
42 SPLUNK INC   2022-03-04 2023-10-09
19 SPLUNK INC   2022-03-04 2023-10-30
56 SPROUTS FARMERS MARKETS INC   2021-11-16 2023-08-04
60 SPROUTS FARMERS MARKETS INC   2021-11-16 2023-12-14
19 STARBUCKS CORP   2022-07-07 2023-10-06
26 SVB FINANCIAL GROUP   2023-01-12 2023-03-28
148 SWEETGREEN INC CL A   2021-11-19 2023-04-04
98 SWEETGREEN INC CL A   2021-11-18 2023-04-05
39 SWEETGREEN INC CL A   2021-12-07 2023-04-05
104 SWEETGREEN INC CL A   2021-12-07 2023-04-05
13 SWEETGREEN INC CL A   2021-12-07 2023-04-05
71 SWEETGREEN INC CL A   2021-12-08 2023-04-05
70 SWEETGREEN INC CL A   2022-04-04 2023-04-05
32 SWEETGREEN INC CL A   2022-04-06 2023-04-05
29 SWEETGREEN INC CL A   2022-04-07 2023-04-05
79 SWEETGREEN INC CL A   2022-05-17 2023-04-05
52 SWEETGREEN INC CL A   2022-05-17 2023-04-05
6 TAKE-TWO INTERACTIVE SOFTWRE   2023-05-05 2023-11-07
12 TAKE-TWO INTERACTIVE SOFTWRE   2019-12-26 2023-12-14
244 TECHNOPRO HLDGS SPON ADR   2019-10-07 2023-04-05
196 TECHNOPRO HLDGS SPON ADR   2019-10-07 2023-04-06
202 TECHNOPRO HLDGS SPON ADR   2019-10-07 2023-04-10
3 TECHNOPRO HLDGS SPON ADR   2019-10-07 2023-05-11
210 TECHNOPRO HLDGS SPON ADR   2019-10-07 2023-05-12
232 TECHNOPRO HLDGS SPON ADR   2020-04-06 2023-05-12
261 TECHNOPRO HLDGS SPON ADR   2020-04-06 2023-05-15
2 TECHNOPRO HLDGS SPON ADR   2020-04-06 2023-05-16
352 TECHNOPRO HLDGS SPON ADR   2021-06-21 2023-05-16
98 TECHNOPRO HLDGS SPON ADR   2021-06-21 2023-05-19
116 TENCENT HLDGS LTD ADR   2021-03-15 2023-01-13
55 TENCENT HLDGS LTD ADR   2022-02-03 2023-01-13
39 TJX COS INC NEW   2019-06-17 2023-01-12
40 TJX COS INC NEW   2019-06-17 2023-02-22
22 TJX COS INC NEW   2019-06-17 2023-05-11
64 TJX COS INC NEW   2021-06-28 2023-10-06
29 TJX COS INC NEW   2019-06-17 2023-10-09
40 UBI SOFT ENTMNT SA MONTREUIL PV EUR 0.31 EUR   2022-02-02 2023-01-13
59 UBI SOFT ENTMNT SA MONTREUIL PV EUR 0.31 EUR   2022-02-03 2023-01-13
48 UBI SOFT ENTMNT SA MONTREUIL PV EUR 0.31 EUR   2022-02-04 2023-01-13
42 UBI SOFT ENTMNT SA MONTREUIL PV EUR 0.31 EUR   2022-02-07 2023-01-13
49 UBI SOFT ENTMNT SA MONTREUIL PV EUR 0.31 EUR   2022-02-08 2023-01-13
14 UBI SOFT ENTMNT SA MONTREUIL PV EUR 0.31 EUR   2022-02-09 2023-01-13
22 UBI SOFT ENTMNT SA MONTREUIL PV EUR 0.31 EUR   2022-02-09 2023-01-17
182.866 UBS SUSTAINABLE DEVELOPMENT BANK BOND FUND CL P2   2019-06-13 2023-08-18
56 UNILEVER PLC AMER SHS NEW SPON ADR   2019-06-17 2023-10-09
20 UNIVERSAL DISPLAY CORP   2021-10-18 2023-05-04
9 VAIL RESORTS INC   2020-09-02 2023-07-27
19 VAIL RESORTS INC   2020-09-02 2023-08-04
7 VAIL RESORTS INC   2022-07-07 2023-08-04
6 VAIL RESORTS INC   2023-04-05 2023-08-04
6 VAIL RESORTS INC   2023-05-04 2023-08-04
7 VERTEX PHARMACEUTICAL INC   2021-06-28 2023-05-04
2 VERTEX PHARMACEUTICAL INC   2021-06-29 2023-09-28
8 VERTEX PHARMACEUTICAL INC   2021-06-28 2023-12-14
3 VISA INC CL A   2019-06-17 2023-09-28
42 VMWARE INC CL A   2020-05-08 2023-02-22
20 VMWARE INC CL A   2020-05-11 2023-02-22
12 VMWARE INC CL A   2020-12-01 2023-02-22
16 VMWARE INC CL A   2021-06-28 2023-02-22
5 VMWARE INC CL A   2021-08-30 2023-02-22
11 VMWARE INC CL A   2021-08-30 2023-04-04
34 VMWARE INC CL A   2022-01-13 2023-04-04
4 VMWARE INC CL A   2022-02-02 2023-04-04
29 VMWARE INC CL A   2019-12-26 2023-04-05
30 VMWARE INC CL A   2019-12-26 2023-05-04
12 VMWARE INC CL A   2020-03-03 2023-05-04
21 VMWARE INC CL A   2020-06-04 2023-05-04
51 VMWARE INC CL A   2020-08-05 2023-05-04
5 VMWARE INC CL A   2020-12-17 2023-05-04
11 VMWARE INC CL A   2021-04-09 2023-05-04
26 VMWARE INC CL A   2021-08-27 2023-05-04
38 VMWARE INC CL A   2022-02-02 2023-05-04
38 VOYA FINL INC COM   2020-11-27 2023-04-05
33 WELLS FARGO & CO NEW   2019-12-24 2023-05-11
31 WELLS FARGO & CO NEW   2020-01-24 2023-05-11
7 WELLS FARGO & CO NEW   2020-10-16 2023-05-11
ROUNDING   2023-01-01 2023-12-31
CAPITAL GAINS DIVIDENDS P    
(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 7,363   4,754 2,609
b 9,467   6,220 3,247
c 1,009   851 158
d 3,514   2,080 1,434
e 2,123   2,397 -274
2,054   2,585 -531
5,807   7,492 -1,685
1,154   1,598 -444
6,059   8,588 -2,529
1,659   2,405 -746
4,039   5,951 -1,912
1,082   1,783 -701
7,086   9,048 -1,962
6,590   7,159 -569
1,739   1,962 -223
2,288   2,637 -349
13,501   13,280 221
1,992   1,983 9
3,504   3,043 461
2,016   2,134 -118
278   3,232 -2,954
200   2,319 -2,119
174   1,469 -1,295
364   895 -531
332   807 -475
1,322   609 713
1,479   901 578
2,720   1,088 1,632
742   613 129
5,879   5,602 277
3,085   3,504 -419
8,484   11,029 -2,545
1,419   1,916 -497
1,710   2,115 -405
1,330   1,329 1
896   828 68
1,553   1,048 505
1,180   786 394
2,266   1,442 824
1,604   1,048 556
601   397 204
3,206   1,778 1,428
2,114   1,143 971
3,772   1,778 1,994
37,928   30,583 7,345
25,155   20,134 5,021
11,961   10,393 1,568
3,229   3,081 148
3,407   1,788 1,619
2,785   1,490 1,295
4,251   4,698 -447
3,043   3,516 -473
5,961   4,466 1,495
2,111   1,630 481
2,111   1,621 490
248   217 31
1,732   1,517 215
1,361   1,482 -121
2,227   2,018 209
792   464 328
2,618   2,682 -64
4,770   5,391 -621
2,783   3,091 -308
388   480 -92
577   720 -143
5,627   4,930 697
4,137   3,732 405
33   25 8
497   385 112
298   230 68
365   396 -31
365   431 -66
398   378 20
33   32 1
3,336   1,266 2,070
2,598   1,579 1,019
3,189   1,847 1,342
1,808   941 867
517   202 315
17,063   17,239 -176
16,221   19,580 -3,359
18,076   19,518 -1,442
114,629   115,118 -489
16,181   17,458 -1,277
142   128 14
10,546   10,029 517
10,971   7,285 3,686
9,138   11,071 -1,933
1,216   1,487 -271
6,810   9,191 -2,381
831   1,115 -284
14   30 -16
1,594   3,433 -1,839
197   142 55
2,363   1,745 618
6,046   5,675 371
1,477   1,382 95
2,591   672 1,919
2,250   1,446 804
1,641   867 774
2,192   448 1,744
2,927   1,308 1,619
2,622   1,144 1,478
1,189   3,615 -2,426
615   2,096 -1,481
1,522   833 689
2,540   5,540 -3,000
1,816   1,727 89
648   604 44
3,002   2,781 221
1,875   1,664 211
546   486 60
1,740   1,575 165
1,236   1,131 105
1,656   1,511 145
792   814 -22
147   148 -1
1,970   1,483 487
769   563 206
1,636   1,219 417
5,064   1,519 3,545
5,708   3,910 1,798
4,975   1,620 3,355
627   203 424
945   868 77
2,970   3,473 -503
954   1,095 -141
865   995 -130
795   795 0
3,733   1,937 1,796
2,573   1,383 1,190
1,591   1,022 569
318   204 114
316   204 112
1,090   715 375
3,366   2,014 1,352
4,704   4,568 136
125   118 7
3,314   3,035 279
364   335 29
414   434 -20
2,151   2,290 -139
387   412 -25
3,398   1,827 1,571
1,869   2,420 -551
4,146   3,063 1,083
4,146   2,012 2,134
5,701   3,665 2,036
2,073   2,634 -561
2,843   8,982 -6,139
1,604   2,208 -604
1,531   1,144 387
1,763   1,080 683
2,252   1,315 937
2,215   1,339 876
201   187 14
1,575   1,398 177
178   86 92
1,951   940 1,011
613   747 -134
789   789 0
2,082   2,117 -35
1,868   1,901 -33
2,104   1,725 379
3,714   3,009 705
3,134   2,578 556
1,200   1,000 200
1,471   1,056 415
1,271   904 367
2,752   3,284 -532
1,280   1,369 -89
2,172   3,397 -1,225
1,213   1,791 -578
1,171   1,561 -390
920   1,100 -180
2,336   3,955 -1,619
1,300   2,176 -876
1,470   2,174 -704
1,451   1,912 -461
1,241   1,836 -595
1,229   1,797 -568
5,367   10,761 -5,394
3,772   4,018 -246
1,741   1,869 -128
7,262   8,413 -1,151
1,534   2,171 -637
1,105   1,553 -448
2,211   2,921 -710
1,162   2,626 -1,464
1,743   2,614 -871
1,391   781 610
1,674   938 736
6,183   5,409 774
2,792   2,447 345
2,129   1,398 731
2,842   1,498 1,344
1,772   1,499 273
8   6,610 -6,602
1,092   7,310 -6,218
668   4,915 -4,247
258   1,201 -943
709   3,150 -2,441
89   664 -575
470   2,353 -1,883
477   2,310 -1,833
212   961 -749
192   885 -693
523   1,516 -993
354   970 -616
822   739 83
1,969   1,480 489
1,289   979 310
1,020   787 233
1,040   811 229
15   12 3
1,023   843 180
1,130   644 486
1,245   725 520
9   6 3
1,643   1,602 41
472   446 26
5,529   9,485 -3,956
2,621   3,418 -797
3,189   2,093 1,096
3,122   2,146 976
1,716   1,180 536
5,697   4,261 1,436
2,560   1,556 1,004
908   2,344 -1,436
1,339   3,438 -2,099
1,090   2,800 -1,710
953   2,434 -1,481
1,112   2,809 -1,697
318   819 -501
491   1,286 -795
1,679   1,772 -93
2,677   2,677 0
2,704   3,585 -881
2,125   1,960 165
4,405   4,137 268
1,623   1,524 99
1,391   1,398 -7
1,391   1,408 -17
2,429   1,381 1,048
705   396 309
3,227   1,578 1,649
693   510 183
4,766   5,204 -438
2,270   2,459 -189
1,362   1,499 -137
1,816   2,288 -472
567   669 -102
1,343   1,471 -128
4,152   4,199 -47
489   516 -27
3,528   3,960 -432
3,690   4,096 -406
1,476   1,253 223
2,583   2,797 -214
6,274   6,544 -270
615   656 -41
1,353   1,509 -156
3,198   3,366 -168
4,646   4,900 -254
2,699   2,253 446
1,260   1,775 -515
1,184   1,472 -288
267   160 107
4     4
1,293     1,293
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       2,609
b       3,247
c       158
d       1,434
e       -274
      -531
      -1,685
      -444
      -2,529
      -746
      -1,912
      -701
      -1,962
      -569
      -223
      -349
      221
      9
      461
      -118
      -2,954
      -2,119
      -1,295
      -531
      -475
      713
      578
      1,632
      129
      277
      -419
      -2,545
      -497
      -405
      1
      68
      505
      394
      824
      556
      204
      1,428
      971
      1,994
      7,345
      5,021
      1,568
      148
      1,619
      1,295
      -447
      -473
      1,495
      481
      490
      31
      215
      -121
      209
      328
      -64
      -621
      -308
      -92
      -143
      697
      405
      8
      112
      68
      -31
      -66
      20
      1
      2,070
      1,019
      1,342
      867
      315
      -176
      -3,359
      -1,442
      -489
      -1,277
      14
      517
      3,686
      -1,933
      -271
      -2,381
      -284
      -16
      -1,839
      55
      618
      371
      95
      1,919
      804
      774
      1,744
      1,619
      1,478
      -2,426
      -1,481
      689
      -3,000
      89
      44
      221
      211
      60
      165
      105
      145
      -22
      -1
      487
      206
      417
      3,545
      1,798
      3,355
      424
      77
      -503
      -141
      -130
      0
      1,796
      1,190
      569
      114
      112
      375
      1,352
      136
      7
      279
      29
      -20
      -139
      -25
      1,571
      -551
      1,083
      2,134
      2,036
      -561
      -6,139
      -604
      387
      683
      937
      876
      14
      177
      92
      1,011
      -134
      0
      -35
      -33
      379
      705
      556
      200
      415
      367
      -532
      -89
      -1,225
      -578
      -390
      -180
      -1,619
      -876
      -704
      -461
      -595
      -568
      -5,394
      -246
      -128
      -1,151
      -637
      -448
      -710
      -1,464
      -871
      610
      736
      774
      345
      731
      1,344
      273
      -6,602
      -6,218
      -4,247
      -943
      -2,441
      -575
      -1,883
      -1,833
      -749
      -693
      -993
      -616
      83
      489
      310
      233
      229
      3
      180
      486
      520
      3
      41
      26
      -3,956
      -797
      1,096
      976
      536
      1,436
      1,004
      -1,436
      -2,099
      -1,710
      -1,481
      -1,697
      -501
      -795
      -93
      0
      -881
      165
      268
      99
      -7
      -17
      1,048
      309
      1,649
      183
      -438
      -189
      -137
      -472
      -102
      -128
      -47
      -27
      -432
      -406
      223
      -214
      -270
      -41
      -156
      -168
      -254
      446
      -515
      -288
      107
      4
      1,293
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 -12,320
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 1,871
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,871
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,871
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 3,218
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,218
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,347
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,347 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCA
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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowLAURIE SKIPPER Telephone no.right arrow (602) 808-8600

Located atright arrow2390 E CAMELBACK RD 410PHOENIXAZ ZIP+4right arrow85016
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
ANDREW SKIPPER PRESIDENT
0.00
0 0 0
2390 E CAMELBACK RD SUITE 410
PHOENIX,AZ85016
LAURIE SKIPPER SECRETARY/TREASURER
0.00
0 0 0
2390 E CAMELBACK RD SUITE 410
PHOENIX,AZ85016
PETER SKIPPER DIRECTOR
0.00
0 0 0
2390 E CAMELBACK RD SUITE 410
PHOENIX,AZ85016
KATHERINE SKIPPER DIRECTOR
0.00
0 0 0
2390 E CAMELBACK RD SUITE 410
PHOENIX,AZ85016
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
7,248,252
b
Average of monthly cash balances.......................
1b
1,213,288
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
8,461,540
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
8,461,540
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
126,923
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,334,617
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
416,731
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
416,731
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,871
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,871
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
414,860
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
414,860
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
414,860
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
334,000
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
334,000
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 7 414,860
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 9,481
b From 2019...... 3,086
c From 2020...... 6,524
d From 2021...... 9,293
e From 2022...... 8,537
f Total of lines 3a through e ........ 36,921
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 334,000
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions).....
0
c Treated as distributions out of corpus (Election
required—see instructions)........
0
d Applied to 2023 distributable amount..... 334,000
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 36,921 36,921
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
43,939
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

CAMP FIRE INLAND NW

409 N ARGONNE RD B
SPOKANE,WA99212
NONE 501(C)(3) YOUTH DEVELOPMENT 39,000

COOPERATIVE FOR EDUCATION (COED)

2300 MONTANA AVENUE
CINCINNATI,OH45211
NONE 501(C)(3) EDUCATION 35,000

CORTEZ MIDDLE SCHOOL

450 W 2ND STREET
CORTEZ,CO81321
NONE 501(C)(3) EDUCATION 40,000

HOLLER HEALTH JUSTICE

PO BOX 11032
CHARLSTON,WV25339
NONE 501(C)(3) FREE EMERGENCY CONTRACEPTION 25,000

NATIONAL IMMIGRANT JUSTICE CENTER

224 S MICHIGAN AVE 600
CHICAGO,IL60604
NONE 501(C)(3) ASSIST IMMIGRANTS SEEKING ASYLUM. 20,000

NEW INCENTIVES

340 S LEMON AVE 6133
WALNUT,CA91789
NONE 501(C)(3) CHILDHOOD VACCINATIONS 50,000

SOUTHERN POVERTY LAW CENTER

400 WASHINGTON AVENUE
MONTGOMERY,AL36104
NONE 501(C)(3) FIGHTING HATE, SEEKING JUSTICE 40,000

THE AFIYA

7220 S WESTMORELAND ROAD
DALLAS,TX75237
NONE 501(C)(3) REPRODUCTIVE HEALTH TIGHT JUSTICE -25,000

WATER FOR SOUTH SUDAN

PO BOX 25551
ROCHESTER,NY14625
NONE 501(C)(3) PROVIDE CLEAN WATER 20,000

BOLD FUTURES

309 GOLD AVE SW
ALBUQUERQUE,NM87102
NONE 501(C)(3) COMMUNITY DEVELOPMENT 50,000

NATIONALITIES COUNCIL OF INDIANA

4141 S EAST ST
INDIANAPOLIS,IN46227
NONE 501(C)(3) SUPPORT DIVERSE CULTURES AND MAKE INDIANA'S COMMUNITIES 25,000

EVERGREEN DEVELOPMENT FOUNDATION

2390 EAST CAMELBACK RD SUITE 410
PHOENIX,AZ85016
NONE   SUPPORT CHILDREN, PROMOTE EDUCATION, AND NOURISH NEIGHBORHOODS IN THE COMMUNITIES WHERE EVERGREENERS WORK AND LIVE. 15,000
Total .................................right arrow 3a 334,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
    14 8,257  
4 Dividends and interest from securities ....     14 161,544  
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 .....     14    
8 Gain or (loss) from sales of assets other than
inventory ............
    18 -12,320  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 157,481 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
157,481
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
THE NEW OPPORTUNITIES FOUNDATION
 
Employer identification number

82-0577111
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE NEW OPPORTUNITIES FOUNDATION
 
Employer identification number
82-0577111
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
1
ANDREW AND LAURIE SKIPPER
926 W SPRAGUE AVE 308
 
SPOKANE, WA99201

$ 1,346,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
THE NEW OPPORTUNITIES FOUNDATION
 
Employer identification number

82-0577111
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
THE NEW OPPORTUNITIES FOUNDATION
 
Employer identification number

82-0577111
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 InvestmentsCorpStockSchedule
Name:
THE NEW OPPORTUNITIES FOUNDATION
EIN:
82-0577111
Name of Stock End of Year Book Value End of Year Fair Market Value
INVESTMENTS 7,809,605 7,809,605

TY 2023 LegalFeesSchedule
Name:
THE NEW OPPORTUNITIES FOUNDATION
EIN:
82-0577111
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING & LEGAL FEES 4,000 0   0


TY 2023 OtherExpensesSchedule
Name:
THE NEW OPPORTUNITIES FOUNDATION
EIN:
82-0577111
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSES 108 0   0


TY 2023 OtherIncreasesSchedule
Name:
THE NEW OPPORTUNITIES FOUNDATION
EIN:
82-0577111
Description Amount
INCREASE IN VALUE OF INVESTMENTS 979,807


TY 2023 OtherProfessionalFeesSchedule
Name:
THE NEW OPPORTUNITIES FOUNDATION
EIN:
82-0577111
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MANAGEMENT FEES 29,670 29,670   0


TY 2023 SubstantialContributorsSch
Name:
THE NEW OPPORTUNITIES FOUNDATION
EIN:
82-0577111
Name Address
ANDREW LAURIE SKIPPER 926 WEST SPRAGUE AVENUE 308
SPOKANE,WA99201


TY 2023 TaxesSchedule
Name:
THE NEW OPPORTUNITIES FOUNDATION
EIN:
82-0577111
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
REGISTRY OF CHARITABLE TRUST FEES 100 0   0
FOREIGN TAXES 5,519 5,519   0