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
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 09-01-2022 , and ending 08-31-2023
Name of foundation
EDYTH BUSH CHARITABLE FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1967
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WINTER PARK, FL327901967
A Employer identification number

23-7318041
B Telephone number (see instructions)

(407) 647-4322
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$95,189,065J 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) 30,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 21,029 21,029  
4 Dividends and interest from securities... 2,370,887 2,362,659  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
1,052,373
b Gross sales price for all assets on line 6a 24,727,947
7 Capital gain net income (from Part IV, line 2)... 1,170,700
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
160,414 240,204  
12 Total. Add lines 1 through 11........ 3,634,703 3,794,592  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 652,167 150,874   501,293
14 Other employee salaries and wages...... 190,938 0   190,938
15 Pension plans, employee benefits....... 202,863 42,601   160,262
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
278 28   250
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
68,938 6,894   62,044
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
40,260 40,260   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
68,288 0   0
19 Depreciation (attach schedule) and depletion... 424,994 229  
20 Occupancy.............. 152,523 38,131   114,392
21 Travel, conferences, and meetings....... 18,329 1,833   16,496
22 Printing and publications.......... 9,691 969   8,722
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
479,453 119,826   359,628
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,308,722 401,645   1,414,025
25 Contributions, gifts, grants paid....... 901,302 901,302
26 Total expenses and disbursements. Add lines 24 and 25 3,210,024 401,645   2,315,327
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 424,679
b Net investment income (if negative, enter -0-) 3,392,947
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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............. 178,622 339,345 339,345
2 Savings and temporary cash investments......... 258,331 160,877 160,877
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)....... 37,055,855 Click to see attachment
List of Attached Documents:
// Content
36,403,509 		50,930,818
c Investments—corporate bonds (attach schedule)....... 14,870,358 Click to see attachment
List of Attached Documents:
// Content
27,831,060 		25,634,834
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).......... 20,083,188 Click to see attachment
List of Attached Documents:
// Content
8,166,796 		7,808,245
14 Land, buildings, and equipment: basis right arrow10,866,065
Less: accumulated depreciation (attach schedule) right arrow567,760 10,304,784 Click to see attachment
List of Attached Documents:
// Content
10,298,305 		10,298,305
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
40,716 		Click to see attachment
List of Attached Documents:
// Content
16,641 		Click to see attachment
List of Attached Documents:
// Content
16,641
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 82,791,854 83,216,533 95,189,065
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........... 82,791,854 83,216,533
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    
29 Total net assets or fund balances (see instructions)..... 82,791,854 83,216,533
30 Total liabilities and net assets/fund balances (see instructions). 82,791,854 83,216,533
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
82,791,854
2
Enter amount from Part I, line 27a .....................
2
424,679
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
83,216,533
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
83,216,533
Form 990-PF (2022)
Form 990-PF (2022)
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 PIMCO SHORT-TERM FUND P    
b BLACKROCK MULTI-ASSET INCOME FUND P    
c VANGUARD INSTITUTIONAL INDEX FD. P    
d DEPRINCE, RACE & ZOLLO LARGE CAP VALUE P    
e AGI DYNAMIC GROWTH P    
COMMONFUND HIGH QUALITY BOND FUND P    
CAPITAL GAIN DISTRIBUTION P    
PARTNERSHIP CAPITAL GAINS ADJUSTMENT 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 800,000   817,320 -17,320
b 5,339,814   6,034,261 -694,447
c 2,000,000   1,722,545 277,455
d 3,460,324   3,202,588 257,736
e 6,872,062   5,823,132 1,048,930
5,373,888   5,957,401 -583,513
763,532     763,532
118,327     118,327
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       -17,320
b       -694,447
c       277,455
d       257,736
e       1,048,930
      -583,513
      763,532
      118,327
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 1,170,700
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  
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
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 47,162
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 47,162
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 47,162
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 90,785
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 90,785
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 43,623
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow43,623 Refundedright arrow 11 0
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 arrowFL
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 2022 or the taxable year beginning in 2022? 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
Form 990-PF (2022)
Form 990-PF (2022)
Page 5
Part VI-A
Statements Regarding Activities (continued)
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 arrowWWW.EDYTHBUSH.ORG
14
The books are in care ofright arrowDAVID A ODAHOWSKI Telephone no.right arrow (407) 647-4322

Located atright arrow199 SOUTH KNOWLES AVENUE SUITE 300WINTER PARKFL ZIP+4right arrow32789
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 2022, 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
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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
 
No
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
RICHARD J WALSH DIRECTOR/CHAIRMAN
2.00 		12,500 0 0
PO BOX 1967
WINTER PARK,FL327901967
MATTHEW W CERTO VICE-CHAIRMAN & CORPORATE SECRETARY
2.00 		12,500 0 0
PO BOX 1967
WINTER PARK,FL327901967
DAVID A ODAHOWSKI PRESIDENT & DIRECTOR
45.00 		315,000 15,750 4,856
PO BOX 1967
WINTER PARK,FL327901967
MARY ELLEN HUTCHESON CPA CGMA VICE PRESIDENT & TREASURER
45.00 		249,667 12,483 0
PO BOX 1967
WINTER PARK,FL327901967
ELIZABETH DVORAK DIRECTOR
2.00 		12,500 0 0
PO BOX 1967
WINTER PARK,FL327901967
ANNE KERR DIRECTOR
2.00 		12,500 0 0
PO BOX 1967
WINTER PARK,FL327901967
JOHN RILEY DIRECTOR
2.00 		12,500 0 0
PO BOX 1967
WINTER PARK,FL327901967
PATRICIA ENGFER DIRECTOR
2.00 		12,500 0 0
PO BOX 1967
WINTER PARK,FL327901967
BRIAN BUTLER DIRECTOR
2.00 		12,500 0 0
PO BOX 1967
WINTER PARK,FL327901967
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
SILVIA LANDIVAR-VEGA EXECUTIVE ASSISTANT
40.00 		72,012 3,601 0
PO BOX 1967
WINTER PARK,FL327901967
JOSIAH P LEMASTER ACCOUNTING MANAGER
40.00 		63,040 3,152 0
PO BOX 1967
WINTER PARK,FL327901967
KAORI KUAHARA DIRECTOR OF COMMUNIT
40.00 		52,000 2,600 0
PO BOX 1967
WINTER PARK,FL327901967
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
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
ANDCO CONSULTING CONSULTING SERVICES 85,000
531 WEST MORSE BLVD SUITE 200
WINTER PARK,FL32789
CLIFTONLARSONALLEN LLP AUDIT AND TAX SERVICES 68,938
420 S ORANGE AVENUE SUITE 900
ORLANDO,FL32801
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 (2022)
Form 990-PF (2022)
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
81,608,472
b
Average of monthly cash balances.......................
1b
828,298
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
82,436,770
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
82,436,770
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,236,552
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
81,200,218
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,060,011
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
4,060,011
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
47,162
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
47,162
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,012,849
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
4,012,849
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
4,012,849
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
2,315,327
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
419,810
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
2,735,137
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 4,012,849
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021...... 1,330,593
f Total of lines 3a through e ........ 1,330,593
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 2,735,137
a Applied to 2021, 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 2022 distributable amount..... 2,735,137
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022. 1,277,712 1,277,712
(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 52,881
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2017 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		52,881
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021.... 52,881
e Excess from 2022....  
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, 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) 2022 (b) 2021 (c) 2020 (d) 2019
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
DAVID ODAHOWSKI PRESIDENT
199 S KNOWLES AVENUE SUITE 300
WINTER PARK,FL32789
(407) 647-4322
bThe form in which applications should be submitted and information and materials they should include:
SEE ATTACHED GRANT REQUEST REQUIREMENTS - STATEMENT 17
cAny submission deadlines:
THERE ARE NO SUBMISSION DEADLINES.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE ATTACHED GRANT POLICIES AND PROCEDURES - STATEMENT 18
Form 990-PF (2022)
Form 990-PF (2022)
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

ADULT LITERACY LEAGUE INC

2221 LEE ROAD SUITE 18
WINTER PARK,FL32789 		  501(C)(3) IN RECOGNITION OF RICHARD J. CONLEE'S ADMIRATION FOR CARING ORGANIZATIONS IN WINTER PARK, THIS GRANT SUPPORTS THE EMPOWERMENT OF CENTRAL FLORIDIANS TO BE THRIVING MEMBERS OF THE COMMUNITY THOROUGH LITERACY AND EDUCATION 3,000

ALZHEIMER'S & DEMENTIA RESOURCE CENTER INC

1410A GENE STREET
WINTER PARK,FL32789 		  501(C)(3) PROVIDING MATCHING FUNDS FOR THE 2023 EMBRACE THE MOMENT GALA 15,000

ASSOCIATION OF FUNDRAISING PROFESSIONALS - CENTRAL FLORIDA CHAPTER

PO BOX 398
WINTER PARK,FL32790 		  501(C)(3) SPONSORING THE 2022 DAVID R. ROBERTS YOUTH IN PHILANTHROPY AWARD AND THE H. CLIFFORD LEE LIFETIME ACHIEVEMENT AWARD PRESENTED AT THE AFP NATIONAL PHILANTHROPY DAY EVENT 20,000

ASSOCIATION OF SMALL FOUNDATIONS DBA EXPONENT PHILANTHROPY

PO BOX 65607
WASHINGTON,DC20035 		  501(C)(3) IN SUPPORT OF 2023 PROGRAMS THAT AMPLIFY AND INCREASE THE IMPACT OF LEAN FUNDERS BY BUILDING AN INCLUSIVE COMMUNITY WHERE THEY CAN LEARN, CONNECT, AND COLLABORATE 815

CENTRAL FLORIDA VOCAL ARTS

PO BOX 363
WINTER PARK,FL32790 		  501(C)(3) SUPPORTING CENTRAL FLORIDA VOCAL ARTS' MISSION TO CREATE A BETTER COMMUNITY THROUGH ARTS EDUCATION, PERFORMANCE, AND APPRECIATION, IN RECOGNITION OF H. CLIFFORD LEE, OUR BELOVED FOUNDING MEMBER AND CHAIRMAN EMERITUS 1,000

CONDUCTIVE EDUCATION CENTER OF ORLANDO INC

931 S SEMORAN BLVD STE 220
WINTER PARK,FL32792 		  501(C)(3) IN RECOGNITION OF RICHARD J. CONLEE'S ADMIRATION FOR CARING ORGANIZATIONS IN WINTER PARK, THIS GRANT SUPPORTS THE PROGRAMS THAT PROVIDE LIFELONG LEARNING AND DEVELOPMENT TO INDIVIDUALS WITH NEUROLOGICAL MOTOR DISABILITIES 3,000

CREALDE ARTS INC

600 SAINT ANDREWS BLVD
WINTER PARK,FL32792 		  501(C)(3) IN RECOGNITION OF RICHARD J. CONLEE'S ADMIRATION FOR CARING ORGANIZATIONS IN WINTER PARK, THIS GRANT SUPPORTS THE CREATIVE PROCESS INHERENT IN EACH INDIVIDUAL THROUGH HANDS-ON EDUCATION IN THE VISUAL ARTS, CULTIVATING A LIFELONG APPRECIATION 3,000

EDYTH BUSH INSTITUTE FOR PHILANTHROPY & NONPROFIT LEADERSHIP AT ROLLINS COL

1000 HOLT AVENUE - 2711
WINTER PARK,FL32789 		  501(C)(3) TO SUPPORT THE PROGRAMS AND SERVICES AT THE EDYTH BUSH INSTITUTE FOR PHILANTHROPY AND NONPROFIT LEADERSHIP AT ROLLINS COLLEGE 350,000

FLORIDA CHAMBER OF COMMERCE FOUNDATION INC

136 SOUTH BRONOUGH STREET
TALLAHASSEE,FL32202 		  501(C)(3) SUPPORTING THE FLORIDA CHAMBER FOUNDATION 2022-2023 COMMUNITY DEVELOPMENT PARTNERSHIP PROGRAM 50,000

FLORIDA NONPROFIT ALLIANCE INC

40 E ADAMS ST STE 229
JACKSONVILLE,FL32202 		  501(C)(3) FNA 2022-2023 OPERATIONAL SUPPORT TO INFORM, PROMOTE AND STRENGTHEN THE FLORIDA NONPROFIT SECTOR 35,000

FLORIDA PHILANTHROPIC NETWORK INC

12191 W LINEBAUGH AVE STE 626
TAMPA,FL33626 		  501(C)(3) IN SUPPORT OF 2023 PROGRAMS THAT PROMOTE, DEVELOP, AND ADVANCE PHILANTHROPY IN FLORIDA 8,000

LAKE NONA INSTITUTE INC

6900 TAVISTOCK LAKES BLVD STE 200
ORLANDO,FL32827 		  501(C)(3) SUPPORTING THE 2023 LAKE NONA IMPACT FORUM 50,000

MEAD BOTANICAL GARDEN INC

PO BOX 1227
WINTER PARK,FL32789 		  501(C)(3) IN RECOGNITION OF RICHARD J. CONLEE'S ADMIRATION FOR CARING ORGANIZATIONS IN WINTER PARK, THIS GRANT SUPPORTS THE ENRICHMENT OF THE COMMUNITY THROUGH THE DISCOVERY, ENJOYMENT AND CELEBRATION OF NATURE AND THE CULTURAL ARTS 3,000

MODERN WIDOWS CLUB INC

127 W FAIRBANKS AVENUE 282
WINTER PARK,FL32789 		  501(C)(3) IN RECOGNITION OF RICHARD J. CONLEE'S ADMIRATION FOR CARING ORGANIZATIONS IN WINTER PARK, THIS GRANT SUPPORTS WIDOW SOLUTIONS, SUPPORT, AND RESEARCH TO LEAD THE WIDOWS HEALTH MOVEMENT 3,000

ORLANDO BALLET INC

600 N LAKE FORMOSA DR
ORLANDO,FL32803 		  501(C)(3) SUPPORTING ORLANDO BALLET'S 50TH ANNIVERSARY PREMIERE OF THE NUTCRACKER 10,000

ORLANDO BALLET INC

600 N LAKE FORMOSA DR
ORLANDO,FL32803 		  501(C)(3) IN SUPPORT OF ORLANDO BALLET'S 50TH ANNIVERSARY RETROSPECTIVE DOCUMENTARY FILM AND RECOGNITION SIGNAGE 50,000

ORLANDO FAMILY STAGE ORLANDO REPERTORY THEATRE INC

1001 EAST PRINCETON STREET
ORLANDO,FL32803 		  501(C)(3) ORLANDO REPERTORY THEATRE 2023 NAME CHANGE 30,000

THE MUSTARD SEED OF CENTRAL FLORIDA INC

12 MUSTARD SEED LANE
ORLANDO,FL32810 		  501(C)(3) INFRASTRUCTURE RENOVATION FOR 35TH ANNIVERSARY 50,000

VARIOUS 501(C)(3) PUBLIC CHARITIES

199 S KNOWLES AVENUE SUITE 300
WINTER PARK,FL32789 		  501(C)(3) BOARD/STAFF MATCHING GIFTS 84,287

VARIOUS 501(C)(3) PUBLIC CHARITIES

199 S KNOWLES AVENUE SUITE 300
WINTER PARK,FL32789 		  501(C)(3) GIFTS (MEMORIALS, SPONSORSHIPS, MISCELLANEOUS) 132,200
Total .................................right arrow 3a 901,302
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
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 21,029  
4 Dividends and interest from securities .... 900001 12 14 2,370,875  
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 ............ 		900001 14,067 18 1,038,306  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aRENTS FROM PROGRAM RELATED INVESTMENTS (LONG-TERM) 		900099       112,321
bRENTS FROM PROGRAM RELATED INVESTMENTS (SHORT-TERM) 900099       48,093
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 14,079 3,430,210 160,414
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,604,703
(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.)
11A RENTAL RECEIPTS ON PROGRAM RELATED REAL ESTATE INVESTMENTS. THE FOUNDATION PROVIDES 2661 SQ FT OF OFFICE SPACE AT LESS THAN FAIR MARKET VALUE TO A 501(C) (3) ORGANIZATION.
11B RENTAL RECEIPTS ON PROGRAM RELATED REAL ESTATE INVESTMENTS. THE FOUNDATION PROVIDES SHORT-TERM USE OF UP TO 3345 SQ FT OFFICE AND MEETING SPACE TO VARIOUS NONPROFIT ORGANIZATIONS AT LESS THAN FAIR MARKET PRICE.
Form 990-PF (2022)
Form 990-PF (2022)
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 (2022)
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
2022
Name of the organization
EDYTH BUSH CHARITABLE FOUNDATION INC
 
Employer identification number

23-7318041
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) (2022)
Schedule B (Form 990) (2022) Page 2
Name of organization
EDYTH BUSH CHARITABLE FOUNDATION INC
  		Employer identification number
23-7318041
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
DR ARLYNE D O'GARA TRUSTEE
 
570 VILLAGE PLACE B-106
 
LONGWOOD, FL32779

$ 30,000


(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) (2022)
Schedule B (Form 990) (2022)
Page 3
Name of organization
EDYTH BUSH CHARITABLE FOUNDATION INC
  		Employer identification number

23-7318041
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) (2022)
Schedule B (Form 990) (2022)
Page 4
Name of organization
EDYTH BUSH CHARITABLE FOUNDATION INC
  		Employer identification number

23-7318041
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) (2022)
Additional Data


Software ID:  
Software Version:  

TY 2022 AccountingFeesSchedule
Name:
EDYTH BUSH CHARITABLE FOUNDATION INC
EIN:
23-7318041
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 68,938 6,894   62,044

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

TY 2022 GainLossSaleOtherAssetsSch
Name:
EDYTH BUSH CHARITABLE FOUNDATION INC
EIN:
23-7318041
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
PARTNERSHIP CAPITAL GAINS ADJUSTMENT   PURCHASED       118,327 COST 0 -118,327  

TY 2022 GeneralExplanationAttachment
Name:
EDYTH BUSH CHARITABLE FOUNDATION INC
EIN:
23-7318041
Identifier Return Reference Explanation
  FORM 990-PF, PART VIII, LINE 1, COLUMN E INFORMATION ABOUT OFFICERS, DIRECTORS, TRUSTEES, FOUNDATION MANAGERS, HIGHLY PAID EMPLOYEES, AND CONTRACTORSEXPLANATION OF FOUNDATION PROVIDED AUTOMOBILE AS A FRINGE BENEFIT:MR. ODAHOWSKI, PRESIDENT, WAS PROVIDED WITH A FOUNDATION OWNED AUTOMOBILE FOR BUSINESS AND PERSONAL USE FOR THE ENTIRE FISCAL YEAR. THE AUTOMOBILE'S ANNUAL LEASE VALUE IS $3,850 (USING THE IRS' ANNUAL LEASE VALUE TABLE); FUEL WAS ALSO PROVIDED, OF WHICH $4,856 IS A TAXABLE FRINGE BENEFIT.
OUTLINE OF GRANT REQUEST REQUIREMENTS FORM 990-PF, PART XV, LINE 2B THIS FOUNDATION ASKS THAT REQUESTS FOR GRANTS BE SUBMITTED IN WRITING OR THROUGH OUR ONLINE GRANT APPLICATION. CONTACT THE FOUNDATION OFFICE FOR DETAILS ON HOW TO ACCESS THE ONLINE APPLICATION FORM. MOST APPLICANTS WILL USE OUR ONLINE APPLICATION TO APPLY FOR FUNDING. WE STRONGLY ENCOURAGE YOU TO APPLY ONLINE AS YOU WILL HAVE IMMEDIATE ACKNOWLEDGMENT OF THE RECEIPT OF YOUR APPLICATION AND IT WILL BE PROCESSED MUCH FASTER. HOWEVER, IF YOU WISH TO SUBMIT YOUR REQUEST IN WRITING, IT SHOULD INCLUDE THE FOLLOWING:1. NAME, ADDRESS, TELEPHONE NUMBER, AND FEDERAL EMPLOYER IDENTIFICATION NUMBER (EIN) OF THE TAX-EXEMPT ORGANIZATION WHICH WILL BE THE RECIPIENT OF THE GRANT2. THE AMOUNT REQUESTED, AND A COMPLETE STATEMENT OF WHY THE GRANT IS NEEDED AND WHAT WILL BE DONE WITH THE MONEY.3. NAME, CONTACT INFORMATION, AND POSITION OR RELATIONSHIP TO THE ORGANIZATION OF THE INDIVIDUAL SIGNING THE GRANT REQUEST.4. A SIGNED STATEMENT THAT THE GRANT REQUEST HAS BEEN AUTHORIZED BY THE GOVERNING BOARD TO BE SUBMITTED ON BEHALF OF THE REQUESTING ORGANIZATION.OUTLINE OF GRANT REQUEST REQUIREMENTS (CONT) - 5. LIST OF OTHER FUNDERS (AND AMOUNTS) YOU ARE APPROACHING FOR THIS PROJECT.6. LIST SPECIFIC GOALS YOU EXPECTED TO ACCOMPLISH WITH THE GRANT FUNDS. 7. HOW THE PROJECT OR OPERATIONS WILL BE FINANCED AFTER FUNDS FROM THIS FOUNDATION ARE EXPENDED.8. MEASUREMENT TESTS BY WHICH THE EFFECTIVENESS OF THE GRANT, IF MADE, SHOULD BE JUDGED WHEN THE GRANT FUNDS HAVE BEEN EXPENDED.9. A DETAILED BUDGET OF THE PROJECT OR NEED, SHOWING HOW THE REQUESTED FUNDS FROM THIS FOUNDATION WOULD BE SPENT. (THREE COLUMNS USUALLY ARE EFFECTIVE: LINE ITEM, TOTAL PROJECT, AND FOUNDATION FUNDS.) INCLUDE THE LENGTH OF TIME FUNDS WILL BE NEEDED.10. A STATEMENT THAT THE REQUESTING ORGANIZATION WILL FURNISH A REPORT SHOWING HOW THE FUNDS WERE SPENT AND THAT FUNDS WERE SPENT SOLELY FOR THE PURPOSES FOR WHICH THE GRANT IS SOUGHT. SUCH REPORTS MUST SATISFY THE REQUIREMENTS OF THE EDYTH BUSH CHARITABLE FOUNDATION, INC., THE INTERNAL REVENUE SERVICE, AND MAY BE REQUIRED TO BE CERTIFIED BY A CERTIFIED PUBLIC ACCOUNTANT. IF A GRANT IS MADE BY THE FOUNDATION TO YOUR ORGANIZATION, YOU WILL BE EXPECTED TO ACCEPT THE GENERAL TERMS AND CONDITIONS "EXHIBIT A" AVAILABLE IN THE GRANTEE TOOL BOX AT WWW.EDYTHBUSH.ORG.11. THE NAMES, OCCUPATIONS AND BUSINESS AFFILIATIONS OF EACH OF THE BOARD OF DIRECTORS OR THE TRUSTEES RESPONSIBLE FOR THE MANAGEMENT OF THE REQUESTING ORGANIZATION.12. THE APPLICATION MUST FURNISH AS ATTACHMENTS:(A) A STATEMENT SIGNED BY YOU THAT YOUR ORGANIZATION'S TAX EXEMPTION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND YOUR STATUS UNDER SECTION 509(A) HAS NOT BEEN REVOKED OR MODIFIED.(B) YOUR AGENCY'S LATEST ANNUAL IRS FORM 990 AND AUDIT, IF SUCH AUDITS ARE MADE. PROVIDE THE MOST RECENT QUARTERLY OR MONTHLY MANAGEMENT FINANCIAL REPORT AS WELL, IF THE ANNUAL STATEMENT IS MORE THAN THREE MONTHS OLD.GRANT REQUESTS WILL NOT BE RETURNED TO THE APPLICANTS.WHEN A GRANT REQUEST HAS BEEN ACTED ON, SUCH ACTION IS FINAL UPON THE REQUEST AS PRESENTED. IT NORMALLY WILL NOT BE CARRIED OVER FOR FUTURE CONSIDERATION UNLESS SPECIFICALLY DESIGNATED FOR FURTHER INVESTIGATION OR DEFERRED BY THE BOARD OF DIRECTORS. THE APPLICANT IS NOT PRECLUDED BY DENIAL OF A REQUEST FROM MAKING OTHER NEW GRANT REQUESTS IN THE FUTURE UNLESS THE FIELD OF A DENIED REQUEST IS ONE WHICH OUR BOARD OF DIRECTORS HAS LIMITED BY A POLICY DETERMINATION.GRANT REQUESTS SHOULD BE TRANSMITTED THROUGH WWV.EDYTHBUSH.ORG OR MAILED TO:EDYTH BUSH CHARITABLE FOUNDATION, INC. 199 S. KNOWLES AVENUE, SUITE 300P.O. BOX 1967WINTER PARK, FLORIDA 32790-1967 TELEPHONE: (407) 647-4322TOLL FREE IN FLORIDA: (888) 647-4322
GRANT POLICIES AND PROCEDURES FORM 990-PF, PART XV, LINE 2D A. GEOGRAPHIC LIMITATIONS:THE FOUNDATION WELCOMES GRANT REQUESTS FROM OTHERWISE ELIGIBLE TAX-EXEMPT ORGANIZATIONS UNDER INTERNAL REVENUE CODE SECTIONS 501(C)(3) AND SECTION 509(A) LOCATED AND/OR OPERATING WITHIN THE ORLANDO MSA OF ORANGE, SEMINOLE, OSCEOLA AND LAKE COUNTIES, FLORIDA. OTHER GRANT REQUESTS SHOULD HAVE SPECIAL INTEREST OR SUPPORT FROM ONE OR MORE OF OUR DIRECTORS.B. GENERAL PURPOSES:1. BASED ON POLICY RESOLUTIONS ADOPTED BY EDYTH BUSH (MRS. ARCHIBALD G. BUSH), OUR FOUNDER, WHILE SHE WAS STILL ALIVE, THIS FOUNDATION IS OPERATED EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, LITERARY, AND OTHER EXEMPT PURPOSES."SPECIAL CONSIDERATION WILL BE GIVEN TO DISTRIBUTIONS AND GRANTS TO CHARITABLE, RELIGIOUS AND EDUCATIONAL ORGANIZATIONS WHICH ARE ORGANIZED AND OPERATED TO HELP UNDERPRIVILEGED OR NEEDY PEOPLE TO IMPROVE THEMSELVES, OR TO RELIEVE HUMAN SUFFERING; 2. AS A PRACTICAL MATTER, WE HAVE MADE GRANTS FOR CHALLENGE AND DEVELOPMENT PURPOSES, CONSTRUCTION AND RENOVATION, EQUIPMENT AND EXPANSION OF FUNCTIONS, PILOT PROJECTS AND SEED START-UP OF NEW PROGRAMS, AND STUDY OR PLANNING GRANTS TO DETERMINE FEASIBILITY AND MARKET. WE ALSO HAVE MADE EMERGENCY GRANTS, EMERGENCY AND OTHER PROGRAM-RELATED INVESTMENT LOANS. OVER 50% OF OUR GRANTS ARE ON A CHALLENGE OR MATCH BASIS, EITHER "PAY-AS-MATCHED OR "ALL-OR-NOTHING."3. TYPICALLY, GRANTS RANGE FROM $5,000 TO $50,000. MANY OF OUR LARGER GRANTS ARE ON A CHALLENGE MATCH BASIS.4. THE FOUNDATION HAS BROAD INTERESTS IN HUMAN SERVICE, EDUCATION, HEALTH CARE AND A LIMITED INTEREST IN THE ARTS. THE FOUNDATION HAS ELECTED TO FOCUS THESE INTERESTS BY CONCENTRATING ON CERTAIN PRIORITIES WITHIN THE PARTICULAR FIELD. THIS FOCUS IS MORE CLEARLY DEFINED BY THE FOUNDATION'S GRANT POLICY LIMITATIONS.C. GRANT POLICY LIMITATIONS:IN ADDITION TO THE ORLANDO MSA GEOGRAPHIC LIMITATION, THE FOUNDATION WILL ORDINARILY DENY GRANT REQUESTS (AS ADOPTED BY OUR BOARD OF DIRECTORS):1. "FROM CHIEFLY TAX-SUPPORTED INSTITUTIONS, OR THEIR 'SUPPORT' FOUNDATIONS (MORE THAN 50% GOVERNMENT FUNDING OF THE OPERATIONS OR PROJECT INDICATES 'CHIEFLY TAX-SUPPORTED') OR TO CONTINUE DROPPED OR DISCONTINUED GOVERNMENT FUNDED PROGRAMS OR PROJECTS UNTIL AT LEAST ONE (1) YEAR OR MORE OF 51% PRIVATE FUNDING HAS BEEN COMPLETED SUCCESSFULLY;GRANT POLICIES AND PROCEDURES (CONT) -2. "FOR INDIVIDUAL SCHOLARSHIPS OR FOR INDIVIDUAL RESEARCH GRANTS EVEN IF THROUGH AN EXEMPT OR OTHERWISE QUALIFIED EDUCATIONAL ORGANIZATION; 3. "FOR ALCOHOLISM OR DRUG ABUSE PROGRAMS OR FACILITIES;4. "FOR ROUTINE OPERATING EXPENSES;5. "TO PAY OFF DEFICITS OR PRE-EXISTING DEBT;6. "FOR FOREIGN ORGANIZATIONS OR FOR FOREIGN EXPENDITURE. FOR THIS PURPOSE "FOREIGN" MEANS OUTSIDE THE UNITED STATES, OR ITS TERRITORIES AND POSSESSIONS, WHETHER THE ORGANIZATION ITSELF IS U.S. BASED OR FOREIGN BASED;7. "FOR TRAVEL PROJECTS OR FELLOWSHIPS;8. "FOR CHIEFLY CHURCH, SACRAMENTAL, DENOMINATIONAL OR INTER-DENOMINATIONAL PURPOSES, EXCEPT OUTREACH PROJECTS FOR ELDERLY, INDIGENTS, NEEDY, YOUTH, OR HOMELESS REGARDLESS OF BELIEF, RACE, COLOR, CREED, OR SEX;9. "FOR ENDOWMENT FUNDS OR OTHER PURELY REVENUE GENERATING FUNDS;10. "ADVOCACY ORGANIZATIONS OR ADVOCACY COMPONENT FUNDING;11. "FOR CULTURAL OR ARTS ORGANIZATIONS UNLESS THEIR COLLECTIONS, EXHIBITS, PROJECTS OR PERFORMANCES ARE OF DEMONSTRATED NATIONALLY RECOGNIZED QUALITY; OR FOR THE DEMONSTRATED EDUCATIONAL VALUE OF CHILDREN, K-12TH GRADE.12. "FROM ORGANIZATIONS HAVING RECEIPTS OR REVENUES FROM MEMBERSHIPS AND/OR CONTRIBUTIONS OF LESS THAN $25,000 IN THE PREVIOUS YEAR, OR FROM ANY ORGANIZATION WHOSE INTERNAL REVENUE CODE SECTION 509(A) 'PUBLICLY SUPPORTED' STATUS WILL NEED RENEWAL IN THE NEXT SIX (6) MONTHS.MOST OF THE POLICIES ARE THOSE FAVORED BY EDYTH BUSH, OUR FOUNDER, IN HER PERSONAL GIVING OR IN HER FOUNDATION POLICIES PRIOR TO HER DEATH.D. GRANT REQUEST PROCEDURES:1. WE SUGGEST THAT INITIAL CONTACT BE THROUGH THE ELIGIBILITY QUIZ LOCATED AT THE FOUNDATION'S WEBSITE AT WWW.EDYTHBUSH.ORG. YOU MAY ALSO CONTACT US BY TELEPHONE (407-647-4322), BY EMAIL, OR THROUGH A LETTER OF INQUIRY STATING THE AMOUNT SOUGHT AND PURPOSE OF THE GRANT, AND NATURE OF THE ORGANIZATION.2. GRANT REQUESTS ARE SUBMITTED THROUGH OUR ONLINE GRANT APPLICATION OR BY MAIL. THE PROGRAM OFFICER WILL PROVIDE YOU THE NECESSARY INFORMATION FOR ACCESS TO OUR ONLINE APPLICATION.3. WE MAY CONDUCT A FIELD REVIEW (SITE VISIT) BY ONE OR MORE OFFICERS OR DIRECTORS OF THE FOUNDATION. THE FIELD REVIEW INCLUDES A CONFERENCE WITH THE ORGANIZATION'S PROFESSIONAL STAFF INVOLVED IN THE REQUEST, ONE OR MORE OF ITS BOARD OF DIRECTORS OR TRUSTEES, APPROPRIATE ACCOUNTING PERSONNEL OF THE ORGANIZATION, AS WELL AS A REVIEW OF ACTUAL OPERATIONS.GRANT POLICIES AND PROCEDURES (CONT) -4. AFTER OUR REVIEW, YOU WILL BE NOTIFIED OF THE FOUNDATION'S DETERMINATION. IF APPROVED, YOU ARE ASKED TO ACCEPT THE GRANT TERMS, INCLUDING OUR GENERAL TERMS AND CONDITIONS - ''EXHIBIT A". YOU MAY BE ASKED TO ATTEND A GRANTEE CONFERENCE HELD AT OUR OFFICE PRIOR TO PAYOUT OF THE GRANT. IF THE GRANT IS A MATCH OR CHALLENGE GRANT, YOU SHOULD BE PREPARED TO MEET THE DEADLINES SPECIFIED IN THE GRANT LETTER WITHIN WHICH TO CERTIFY THE MATCH TO US, INCLUDING ENOUGH INFORMATION FOR THE FOUNDATION TO VERIFY THE CERTIFICATION. COPIES OF ALL GRANT-RELATED DOCUMENTS, INCLUDING THE ACCEPTANCE LETTER, EXHIBIT A, AND GRANTEE CONFERENCE ARE AVAILABLE IN THE GRANTEE TOOLBOX AT WWW.EDYTHBUSH.ORG.5. PROGRAM-RELATED INVESTMENT LOANS:REQUESTS FOR EMERGENCY, CONSTRUCTION, RENOVATION, OR "BRIDGE" LOANS REQUIRE A COMPLETE GRANT REQUEST AND MUST COMPLY WITH ALL OF THE FOUNDATION'S GRANT POLICIES. LOANS ARE ORDINARILY FOR UP TO A MAXIMUM OF THREE YEARS AT SIMPLE INTEREST. AFTER A FILE IS COMPLETE, THE REQUEST WILL TYPICALLY BE REVIEWED AND A DECISION MADE WITHIN SIXTY DAYS. WE SUGGEST TALKING TO THE PROGRAM OFFICER BEFORE FILING A LOAN REQUEST.E. GRANTEE REPORTING REQUIREMENTS:WE DO ASK GRANTEES TO PROVIDE US WITH A PROGRESS REPORT AT LEAST EVERY SIX MONTHS. WHEN THE GRANT FUNDS HAVE BEEN FULLY SPENT, WE REQUIRE A FINAL REPORT CONTAINING A LIST OF THE DISBURSEMENTS OF THE GRANT BALANCED AGAINST THE GRANT BUDGET, TOGETHER WITH AN EVALUATION OF THE RESULTS OF THE GRANT. NEW GRANT REQUESTS WILL NOT BE PROCESSED BY THE FOUNDATION FROM THE SAME ORGANIZATION UNTIL THE FINAL REPORT HAS BEEN FILED ON ANY PRIOR GRANT. THE FOUNDATION FROM TIME-TO-TIME CONDUCTS POST-REVIEW AUDITS OF PREVIOUSLY COMPLETED GRANTS. THIS IS PRIMARILY FOR THE PURPOSE OF ASSISTING THE FOUNDATION IN ESTABLISHING ITS OWN GRANT POLICIES AS WELL AS TO REVIEW THE STEWARDSHIP OF THE GRANT FUNDS BY YOUR ORGANIZATION.F. REAPPLICATIONS:IN CASE A GRANT REQUEST IS DENIED, REAPPLICATION ON THE SAME GRANT REQUEST ORDINARILY WILL NOT BE CONSIDERED. HOWEVER, UNLESS THE ORGANIZATION IS NOT ELIGIBLE FOR TAX OR POLICY REASONS, DENIAL OF A GRANT REQUEST IS WITHOUT PREJUDICE TO YOUR SUBMITTING OTHER REQUESTS ON DIFFERENT PROJECTS OR ON OTHER SUBJECTS.G. SUBMISSION OF REQUESTS:THE FOUNDATION HAS NO SUBMISSION DEADLINE DATES AND GRANT REQUESTS ARE RECEIVED AT ANY TIME. ALL REQUEST MATERIALS RECEIVED BECOME PROPERTY OF THE FOUNDATION AND WILL NOT BE RETURNED TO SENDER.H. OFFICE CONFERENCES AND TECHNICAL ASSISTANCE:PLEASE PHONE IN ADVANCE FOR APPOINTMENTS. MUCH CAN BE DONE BY TELEPHONE RATHER THAN TRAVEL. OUR TELEPHONE LINES ARE OPEN DURING OFFICE HOURS (9:00 A.M. TO 5:00 P.M.), AND WE ENCOURAGE PHONE OR EMAIL CONTACT.I. GRANT REQUEST OUTLINE:GRANT REQUESTS SHOULD FOLLOW CAREFULLY OUR ONLINE GRANT APPLICATION OR OUTLINE OF GRANT REQUEST REQUIREMENTS. THE OUTLINE, ALONG WITH OTHER IMPORTANT INFORMATION, IS AVAILABLE ON OUR WEBSITE WWW.EDYTHBUSH.ORG.GRANT POLICIES AND PROCEDURES (CONT) -EDYTH BUSH CHARITABLE FOUNDATION, INC. 199 S. KNOWLES, SUITE 300 WINTER PARK, FLORIDA 32789407-647-4322 OR 1-888-647-4322WWW.EDYTHBUSH.ORGDATED: NOVEMBER 2, 1979 (AS REVISED APRIL 2010)
  PART I, LINE 1, COLUMN (C) N/A = NOT APPLICABLE

TY 2022 InvestmentsCorpBondsSchedule
Name:
EDYTH BUSH CHARITABLE FOUNDATION INC
EIN:
23-7318041
Name of Bond End of Year Book Value End of Year Fair Market Value
MET WEST TOTAL RETURN BOND FUND 11,138,648 10,697,543
PIMCO DIVERSIFIED FUND 10,553,114 8,892,825
PIMCO SHORT-TERM FUND 6,139,298 6,044,466

TY 2022 InvestmentsCorpStockSchedule
Name:
EDYTH BUSH CHARITABLE FOUNDATION INC
EIN:
23-7318041
Name of Stock End of Year Book Value End of Year Fair Market Value
3M COMPANY COMMON STOCK 219,875 2,133,400
AF EUROPACIFIC GROWTH FUND 4,272,031 4,644,860
DEPRINCE, RACE & ZOLLO LARGE-CAP VALUE FUND 4,268,157 4,362,679
DFA US SMALL CAP PORTFOLIO 6,226,680 6,999,620
LAZARD INTERNATIONAL STRATEGIC EQUITY FD 4,522,131 4,764,805
VANGUARD EQUITY INCOME FUND 4,179,795 4,602,895
VANGUARD INSTITUTIONAL INDEX FUND 5,027,209 11,793,876
CITY OF LONDON EMERGING MARKETS FD 730,401 2,981,054
FIDELITY LARGE CAP GROWTH INDEX FUND 6,957,230 8,647,629

TY 2022 InvestmentsOtherSchedule2
Name:
EDYTH BUSH CHARITABLE FOUNDATION INC
EIN:
23-7318041
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
CK PEARL FUND L.P. AT COST 55 55
COMMONFUND CAPITAL INTERNATIONAL PARTNERS VI AT COST 368,919 180,290
FLAG PRIVATE EQUITY III, L.P. AT COST 30,058 211,687
FLAG VENTURE PARTNERS VI, L.P. AT COST 256,951 467,112
HARBINGER STREAMLINE ONSHORE FUND, L.P. AT COST 19,047 2,194
JP MORGAN INCOME BUILDER FUND AT COST 6,018,573 5,273,992
TIFF PRIVATE EQUITY PARTNERS 2007 AT COST 735,961 340,197
TIFF PRIVATE EQUITY PARTNERS 2008 AT COST 411,376 220,378
TIFF REALTY & RESOURCES 2008 AT COST 155,265 137,417
TIFF REALTY & RESOURCES III AT COST 170,591 55,361
TUCKERBROOK SB GLOBAL DISTRESSED FD. AT COST 0 520,641
STYX PARTNERS, LP AT COST 0 86
PERENNIAL REAL ESTATE FUND AT COST 0 136,383
TUCKERBROOK REAL ASSETS FUND (LANDMARK) AT COST 0 262,452

TY 2022 LandEtcSchedule2
Name:
EDYTH BUSH CHARITABLE FOUNDATION INC
EIN:
23-7318041
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
LAND 639,649 0 639,649 639,649
BUILDINGS 9,310,698 298,293 9,012,405 9,012,405
FURNITURE, FIXTURES AND EQUIPMENT 915,718 269,467 646,251 646,251


TY 2022 LegalFeesSchedule
Name:
EDYTH BUSH CHARITABLE FOUNDATION INC
EIN:
23-7318041
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 278 28   250


TY 2022 OtherAssetsSchedule
Name:
EDYTH BUSH CHARITABLE FOUNDATION INC
EIN:
23-7318041
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ARTWORK 16,641 16,641 16,641
OTHER ASSETS 24,075 0 0


TY 2022 OtherExpensesSchedule
Name:
EDYTH BUSH CHARITABLE FOUNDATION INC
EIN:
23-7318041
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DUES 3,985 399   3,587
EDUCATIONAL TRAINING 6,871 1,443   5,428
EQUIPMENT RENTAL & MAINTENANCE 17,766 3,731   14,035
INFORMATION SERVICES 85,249 85,249   0
INSURANCE 38,552 9,638   28,914
LIBRARY MAINTENANCE 218 0   218
MISCELLANEOUS 83,644 0   83,644
OFFICE SUPPLIES 76,330 7,633   68,697
OTHER GRANT SERVICES 49,505 0   49,505
POSTAGE 1,562 156   1,406
TECHNOLOGY SERVICES 17,819 1,782   16,037
RENTAL EXPENSES 97,952 9,795   88,157


TY 2022 OtherIncomeSchedule2
Name:
EDYTH BUSH CHARITABLE FOUNDATION INC
EIN:
23-7318041
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
EMERGING MARKETS COUNTRY FUND   63,613  
COMMONFUND CAPITAL INTERNATIONAL PARTNERS VI, LP   2,816  
COMMONFUND HIGH QUALITY BOND FUND   17,562  
FLAG PRIVATE EQUITY III, LP   -6,823  
FLAG VENTURE PARTNERS VI   1,995  
LANDMARK REAL ASSETS FUND   -41  
PERENNIAL REAL ESTATE FUND   -10,295  
STYX PARTNERS FUND   9  
TIFF PRIVATE EQUITY PARTNERS 2007, LLC   4,318  
TIFF PRIVATE EQUITY PARTNERS 2008, LLC   945  
TIFF REALTY & RESOURCES 2008, LLC   1,302  
TIFF REALTY & RESOURCES III   -5,052  
TUCKERBROOK SB GLOBAL DISTRESSED FUND   9,441  
RENTS FROM PROGRAM RELATED INVESTMENTS (LONG-TERM) 112,321 112,321 112,321
RENTS FROM PROGRAM RELATED INVESTMENTS (SHORT-TERM) 48,093 48,093 48,093


TY 2022 OtherProfessionalFeesSchedule
Name:
EDYTH BUSH CHARITABLE FOUNDATION INC
EIN:
23-7318041
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 40,260 40,260   0


TY 2022 TaxesSchedule
Name:
EDYTH BUSH CHARITABLE FOUNDATION INC
EIN:
23-7318041
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX, STATE TAXES AND FEES 68,288 0   0