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

03-6090117
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$7,519,043J 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) 728,427
2 Check right arrow.............
3 Interest on savings and temporary cash investments 18,633 18,633  
4 Dividends and interest from securities... 137,984 137,984  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -139,231
b Gross sales price for all assets on line 6a 3,091,949
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)....... Click to see attachment
List of Attached Documents:
// Content
26,550 26,550  
12 Total. Add lines 1 through 11........ 772,363 183,167  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
8,068 0 0 8,068
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
35,702 35,702    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
423 423    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 150     150
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,226 226   5,000
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 49,569 36,351 0 13,218
25 Contributions, gifts, grants paid....... 317,963 317,963
26 Total expenses and disbursements. Add lines 24 and 25 367,532 36,351 0 331,181
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 404,831
b Net investment income (if negative, enter -0-) 146,816
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 1,011,263 926,722 926,722
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)   Click to see attachment
List of Attached Documents:
// Content
73,637 		74,615
b Investments—corporate stock (attach schedule)....... 4,849,262 Click to see attachment
List of Attached Documents:
// Content
4,992,399 		5,384,230
c Investments—corporate bonds (attach schedule)....... 344,839 Click to see attachment
List of Attached Documents:
// Content
709,652 		722,514
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).......... 530,000 Click to see attachment
List of Attached Documents:
// Content
437,785 		410,962
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) 6,735,364 7,140,195 7,519,043
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 6,735,364 7,140,195
29 Total net assets or fund balances (see instructions)..... 6,735,364 7,140,195
30 Total liabilities and net assets/fund balances (see instructions). 6,735,364 7,140,195
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
6,735,364
2
Enter amount from Part I, line 27a .....................
2
404,831
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
7,140,195
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,140,195
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,091,949   3,203,571 -111,622
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -111,622
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -111,622
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 2,041
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 2,041
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,041
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 3,450
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,450
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,409
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,409 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCT
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowhttps://www.sturgisfamilyfoundation.com/
14
The books are in care ofright arrowFOUNDATION SOURCE Telephone no.right arrow (800) 839-1754

Located atright arrow55 WALLS DRIVE FL 3FairfieldCT ZIP+4right arrow06824
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
Tamitha L Gordon Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
James P Lilliendahl Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Guy R Sturgis Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Robert Sturgis Trustee
4.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
 
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
 
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
5,715,418
b
Average of monthly cash balances.......................
1b
472,794
c
Fair market value of all other assets (see instructions)................
1c
410,962
d
Total (add lines 1a, b, and c).........................
1d
6,599,174
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
6,599,174
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
98,988
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,500,186
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
325,009
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
325,009
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,041
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,041
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
322,968
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
322,968
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
322,968
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
331,181
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
331,181
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 7 322,968
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021...... 11,141
e From 2022......  
f Total of lines 3a through e ........ 11,141
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 331,181
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 322,968
e Remaining amount distributed out of corpus 8,213
5 Excess distributions carryover applied to 2023.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 19,354
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		19,354
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021.... 11,141
d Excess from 2022....  
e Excess from 2023.... 8,213
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).)
Robert Sturgis
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:
Robert Judith Sturgis Family Fdn
4 Erins Way
Simsbury,CT06070
(860) 658-0566
sturgisfamilyfoundation@gmail.com
bThe form in which applications should be submitted and information and materials they should include:
see website with application: www.sturgisfamilyfoundation.com
cAny submission deadlines:
none
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
proposal grants will be reviewed by the board. determination of awards is based on proposal and fit with mission of the foundation.
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

ABC HOUSE INC

PO BOX 68
ALBANY,OR97321 		N/A PC General & Unrestricted 500

ACTUARIAL FOUNDATION

1515 E WOODFIELD RD STE 625
SCHAUMBURG,IL60173 		N/A PC General & Unrestricted 1,000

AMERICAN DIABETES ASSOCIATION CONNECTICUT AFFILIAT

306 INDUSTRIAL PARK ROAD STE 105
MIDDLETOWN,CT06457 		N/A PC General & Unrestricted 600

AMERICAN NATIONAL RED CROSS

209 FARMINGTON AVE
FARMINGTON,CT06032 		N/A PC General & Unrestricted 2,000

AUSBON SARGENT LAND PRESERVATION TRUST

PO BOX 2040
NEW LONDON,NH03257 		N/A PC General & Unrestricted 700

CHARITY NAVIGATOR

PO BOX 4009
HARLAN,IA51593 		N/A PC General & Unrestricted 400

CONNECTICUT FOODSHARE INC

2 RESEARCH PKWY
WALLINGFORD,CT06492 		N/A PC General & Unrestricted 3,000

CONNECTICUT PUBLIC BROADCASTING INC

1049 ASYLUM AVE
HARTFORD,CT06105 		N/A PC General & Unrestricted 600

DAVE THOMAS FOUNDATION FOR ADOPTION

4900 TUTTLE CROSSING BLVD
DUBLIN,OH43016 		N/A PC General & Unrestricted 600

EVERSIGHT

3985 RESEARCH PARK DR
ANN ARBOR,MI48108 		N/A PC General & Unrestricted 500

FARMINGTON RIVER WATERSHED ASSOCIATION INC

749 HOPMEADOW ST
SIMSBURY,CT06070 		N/A PC General & Unrestricted 500

FIDELCO GUIDE DOG FOUNDATION INC

103 VISION WAY
BLOOMFIELD,CT06002 		N/A PC General & Unrestricted 10,000

FOLLOW YOUR ART COMMUNITY STUDIOS INC

647 MAIN ST
MELROSE,MA02176 		N/A PC General & Unrestricted 2,000

FRIENDS OF THE WISSAHICKON INC

40 W EVERGREEN AVE SUITE 10
PHILADELPHIA,PA19118 		N/A PC General & Unrestricted 600

GIFTS OF LOVE INC

PO BOX 463
AVON,CT06001 		N/A PC General & Unrestricted 12,000

GLOBAL GIVING FOUNDATION

462 N GREEN BAY RD
WAUKEGAN,IL60085 		N/A PC General & Unrestricted 4,000

HARTFORD INTERVAL HOUSE INC

PO BOX 340207
HARTFORD,CT06134 		N/A PC General & Unrestricted 2,000

HORACE BUSHNELL MEMORIAL HALL CORPORATION

166 CAPITOL AVE
HARTFORD,CT06106 		N/A PC General & Unrestricted 500

IDAHO FOODBANK WAREHOUSE

3630 E COMMERCIAL CT
MERIDIAN,ID83642 		N/A PC General & Unrestricted 3,000

IDAHO YOUTH RANCH INC

5465 W IRVING ST
BOISE,ID83706 		N/A PC General & Unrestricted 1,000

JANNUS INC

1607 W JEFFERSON ST
BOISE,ID83702 		N/A PC General & Unrestricted 15,000

JOHN HAY ESTATE AT THE FELLS

PO BOX 276
NEWBURY,NH03255 		N/A PC General & Unrestricted 500

K9S FOR WARRIORS INC

114 CAMP K9 RD
PONTE VEDRA BEACH,FL32081 		N/A PC General & Unrestricted 2,000

KIDSPLAY CHILDRENS MUSEUM INC

61 MAIN ST
TORRINGTON,CT06790 		N/A PC General & Unrestricted 1,000

LAKE SUNAPEE PROTECTIVE ASSOCIATION

PO BOX 683
SUNAPEE,NH03782 		N/A PC General & Unrestricted 1,000

MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION

415 CROSSWAYS PARK DR STE D
WOODBURY,NY11797 		N/A PC General & Unrestricted 50,000

MARINE TOYS FOR TOTS

1110 N FREMONT AVE
SPRINGFIELD,MO65802 		N/A PC General & Unrestricted 200

NEW ENGLAND HANDICAPPED SPORTS ASSOCIATION INC

PO BOX 2135
MOUNT SUNAPEE,NH03255 		N/A PC General & Unrestricted 600

NEW HAMPSHIRE CHARITABLE FOUNDATION

37 PLEASANT ST
CONCORD,NH03301 		N/A PC General & Unrestricted 500

NEW LONDON BARN PLAYHOUSE INC

PO BOX 9
NEW LONDON,NH03257 		N/A PC General & Unrestricted 500

PHILABUNDANCE

3616 S GALLOWAY ST
PHILADELPHIA,PA19148 		N/A PC General & Unrestricted 3,000

PROJECT SAGE INC

13A PORTER ST
LAVEVILLE,CT06039 		N/A PC General & Unrestricted 2,500

SALVATION ARMY

832 FOLSOM ST
SAN FRANCISCO,CA94107 		N/A PC General & Unrestricted 3,000

SIMSBURY LAND TRUST INC

PO BOX 634
SIMSBURY,CT06070 		N/A PC General & Unrestricted 1,140

SOUTH PARK INN INC

75 MAIN ST
HARTFORD,CT06106 		N/A PC General & Unrestricted 600

SOUTHWEST INDIAN FOUNDATION

100 W COAL AVE
GALLUP,NM87301 		N/A PC General & Unrestricted 3,483

THE GREATER BOSTON FOOD BANK INC

70 S BAY AVE
BOSTON,MA02118 		N/A PC General & Unrestricted 3,000

THE VILLAGE FOR FAMILIES & CHILDREN INC

1680 ALBANY AVE
HARTFORD,CT06105 		N/A PC General & Unrestricted 70,400

THE YOUNG MENS CHRISTIAN ASSOCIATION OF BOISE CITY

805 W FRANKLIN ST
BOISE,ID83702 		N/A PC General & Unrestricted 1,000

TOGETHER WOMEN RISE

PO BOX 25633
GREENVILLE,SC29616 		N/A PC General & Unrestricted 1,000

TRAVIS MILLS FOUNDATION

647 CASTLE ISLAND RD
MT VERNON,ME04352 		N/A PC General & Unrestricted 2,000

TREES FOR THE FUTURE INC

10770 COLUMBIA PIKE STE 300
SILVER SPRING,MD20901 		N/A PC General & Unrestricted 1,300

UNDERGROUND NE

54 MAPLE AVE
BLOOMFIELD,CT06002 		N/A PC General & Unrestricted 25,000

UNIVERSITY OF MAINE FOUNDATION

TWO ALUMNI PL
ORONO,ME04469 		N/A PC General & Unrestricted 25,000

UPPER VALLEY SNOWSPORTS FOUNDATION

160 WHALEBACK MOUNTAIN RD
ENFIELD,NH03748 		N/A PC General & Unrestricted 22,000

VISIONS

4867 S ST SE
WASHINGTON,DC20019 		N/A PC General & Unrestricted 2,000

WINTER CENTER FOR INDIGENOUS TRADITIONS

PO BOX 238
HANOVER,NH03755 		N/A PC General & Unrestricted 500

WINTER WILDLANDS ALLIANCE INC

910 W MAIN ST STE 235
BOISE,ID83702 		N/A PC General & Unrestricted 1,000

WOMENS AND CHILDRENS ALLIANCE INC

720 W WASHINGTON ST
BOISE,ID83702 		N/A PC General & Unrestricted 33,240
Total .................................right arrow 3a 317,963
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 18,633  
4 Dividends and interest from securities ....     14 137,984  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -139,231  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aNET INCOME FROM ANNUITIES 		    14 26,550  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   43,936  
13Total. Add line 12, columns (b), (d), and (e)..................
13
43,936
(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 Robert and Judith Sturgis Family
Foundation
Employer identification number

03-6090117
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 Robert and Judith Sturgis Family
Foundation 		Employer identification number
03-6090117
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
Estate of Judith Sturgis
4 Erins Way
 
Simsbury, CT06070

$ 708,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
Sturgis Robert
4 Erins Way
 
Simsbury, CT06070

$ 20,427


(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 Robert and Judith Sturgis Family
Foundation 		Employer identification number

03-6090117
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
2
 HOME DEPOT INC HD, 62 sh. $ 20,427 2023-01-12
(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 Robert and Judith Sturgis Family
Foundation 		Employer identification number

03-6090117
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


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TY 2023 DepreciationSchedule
Name:
The Robert and Judith Sturgis Family
 
Foundation
EIN:
03-6090117
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2023 InvestmentsCorpBondsSchedule
Name:
The Robert and Judith Sturgis Family
 
Foundation
EIN:
03-6090117
Name of Bond End of Year Book Value End of Year Fair Market Value
AIG INC - 2.500% - 06/30/2025 5,165 4,812
AMAZON COM INC - 0.800% - 06/0 3,972 3,790
AMERICAN EXPRESS CO - 2.500% - 3,086 2,947
AMGEN INC - 2.200% - 02/21/202 4,067 3,722
ANTHEM INC - 2.375% - 01/15/20 5,136 4,857
APPLE INC - 3.450% - 05/06/202 4,155 3,973
ASTRAZENECA PLC NOTE - 3.375% 4,260 3,911
AT&T INC - 2.300% - 06/01/2027 3,683 3,716
BANK OF AMERICA - 4.250% - 10/ 48,872 49,115
BANK OF AMERICA NA CD - 5.450% 59,999 60,145
BANK OF MONTREAL SER F MTN - 2 4,845 4,710
BK OF AMERICA CORP SER N MTN - 3,682 3,708
BRISTOL-MYERS - 3.200% - 06/15 4,271 3,882
CHEVRON CORP - 2.895% - 03/03/ 5,131 4,975
CIGNA CORP - 4.375% - 10/15/20 3,882 3,965
CITIGROUP INC NOTE - 1.462% - 3,455 3,662
COMCAST CORP NOTE - 3.950% - 1 4,305 3,946
CVS HEALTH CORP - 2.625% - 08/ 5,145 4,905
DISNEY WALT CO MTNS - 1.850% - 4,094 3,742
DUKE ENERGY CORP - 3.750% - 04 4,139 3,978
ENTERPRISE PROD - 3.750% - 02/ 4,215 3,947
FIRST FEDL BANK OF FL LAKE CIT 50,000 49,908
FISERV INC - 3.200% - 07/01/20 6,364 5,778
GOLDMAN SACHS GROUP INC NOTE - 4,180 3,910
GS DUAL DIRECTIONAL TRIGGER JU 99,999 108,381
GS DUAL DIRECTIONAL TRIGGER JU 79,999 86,649
HOME DEPOT INC - 2.800% - 09/1 3,786 3,805
JOHN DEER CAPITAL - 4.950% - 0 4,055 4,105
JPMORGAN CHASE & CO SUB BOND - 47,959 49,495
JPMORGAN CHASE &CO NT - 1.470% 3,396 3,625
LOWES COS INC NOTE CALL - 2.50 5,207 4,762
MCDONALDS CORP - 3.300% - 07/0 4,208 3,908
MORGANSTANLEY PURCHASE NY CD - 50,000 50,516
PAYPAL HLDGS INC - 1.650% - 06 5,089 4,773
PFIZER INVT - 4.450% - 05/19/2 2,979 3,002
PMORGAN CHASE BANK NA COLUMBUS 50,000 49,956
PNC FINL SVCS - 3.500% - 01/23 4,118 3,994
ROYAL BK CANADA - 0.875% - 01/ 3,945 3,710
SALESFORCE COM - 3.700% - 04/1 3,929 3,922
SUMITOMO MITSUI FINANCIAL GROU 56,233 58,814
TARGET CORP - 1.950% - 01/15/2 5,007 4,668
TORONTO DOMINION BANK - 0.750% 3,939 3,697
TOYOTA MTR CR CORP MTN CALL MA 5,005 4,791
U S BANCORP - 2.400% - 07/30/2 4,101 3,931
UNITEDHEALTH GROUP INC - 3.850 3,993 3,915
VERIZON COMMUNICATIONS INC - 2 3,486 3,622
WALMART INC - 1.050% - 09/17/2 4,001 3,677
WELLS FARGO &CO - 2.188% - 04/ 5,115 4,792

TY 2023 InvestmentsCorpStockSchedule
Name:
The Robert and Judith Sturgis Family
 
Foundation
EIN:
03-6090117
Name of Stock End of Year Book Value End of Year Fair Market Value
3I GROUP PLC ADR 1,007 1,055
ACCENTURE PLC 5,794 6,165
ADOBE SYSTEMS, INC 11,047 12,749
AIA GROUP LTD ADR 4,074 3,710
AIRBUS GROUP 3,007 3,727
ALCON INC 12,322 12,265
ALLEGION PLC 5,364 4,942
AMADEUS IT HLDS SA 4,542 5,430
AMERIPRISE FINANCIAL INC 8,784 9,933
AMETEK INC 7,671 11,316
AMGEN INC 7,857 8,421
ANSYS INC 8,627 10,252
ARES REIT CLASS S 76,966 77,739
ARGENX SE 3,734 2,802
ASML HOLDING NV NY REG SHS 7,668 9,427
ASPEN TECHNOLOGY INC COM 5,930 7,101
ASTRAZENECA 6,626 6,564
ATLAS COPCO AB A SHS ADR 3,303 4,062
ATMOS ENERGY CORP 7,900 8,203
AUTODESK, INC 7,216 8,536
AZENTA INC 8,556 8,664
BENTLEY SYSTEMS INC CL B 5,631 6,940
BERKLEY W R CP 2,588 3,680
BRAMBLES LTD UNSP AD 2,529 2,763
BROADRIDGE FINANCIAL 3,523 5,150
BROWN & BROWN INC 4,540 4,819
CALAMOS MARKET NEUTRAL FD CL I 185,405 180,385
CANADIAN PACIFIC RAILWAY LTD 5,659 6,347
CAPITAL ONE FINANCIAL CORP 7,204 9,632
COHEN AND STEERS REALTY SHARES 92,850 104,756
COMMERCE BANCSHARES, INC 3,098 3,678
COMPASS GROUP PLC ADR 2,155 2,809
COMPUTERSHARE LTD ADR 1,809 1,805
CONSTELLATION BRANDS INC 5,725 5,891
COOPER COMPANIES INC 9,081 8,440
CORTEVA INC 9,825 9,105
COTERRA ENERGY INC 7,412 7,222
CRH PLC - AMERICAN DEPOSITARY 3,706 5,218
CROWN CASTLE INTL 4,737 5,893
CULLEN FROST BANKERS INC 4,651 5,610
DAIICHI SANKYO CO LTD SPONSORE 4,958 4,595
DANAHER CORP 7,498 7,830
DEUTSCHE BOERSE ADR 4,310 5,383
DEUTSCHE TELE AG ADS 5,199 6,732
DIAGEO PLC ADS 5,720 4,562
DOLBY LABORATORIES 4,485 5,176
DOMINOS PIZZA INC 4,979 5,359
DREYFUS NATURAL RESOURCES FUND 151,023 132,031
EATON VANCE LIMITED DURATION I 140,320 134,120
ECOLAB INC 6,961 7,958
EDENRED SA 711 650
EDP-ELECTRICIDADE DE PORTUGAL 6,412 6,259
EQUIFAX INC 5,428 5,416
EQUITY LIFESTYLE PRP 5,852 6,147
ESSILOR INTL ADR 3,800 4,344
EXPONENT, INC 8,496 7,276
FACTSET RESH SYST INC 3,710 3,895
FIRST FINANCIAL BANKSHARES, IN 4,785 4,030
GEN DYNAMICS CP 6,269 7,423
GIVAUDAN SA UNSP/ADR 3,858 3,595
HALEON PLC 4,121 4,535
HARTFORD SCHRODERS INTERNATION 243,748 265,726
HEICO CP CL A 5,196 6,810
HOME DEPOT INC 45,843 49,210
HONEYWELL INTL 6,927 7,609
HONG KONG EX&CL UNSP/ADR 2,879 2,619
HOULIHAN LOKEY INC 4,852 7,210
HOYA CORP SPONS ADR 3,184 3,663
IBERDROLA ADR 2,414 2,745
INDUSTRIA DE DISENO 6,345 7,990
INTESA SANPAOLO SPA 2,378 3,175
INVESCO QQQ TRUST 469,377 563,089
INVESCO S&P 500 EQUAL WEIGHT E 121,964 134,446
ISHARES GOLD TR 85,911 98,317
ISHARES TRUST RUSSELL MIDCAP I 39,874 47,493
JPM TRIGGER PLUS EW BASKET SPX 125,000 127,250
KERING UNSPON ADR EA REPR 0.1 3,404 2,653
L'OREAL ADR 4,079 5,409
LAMB WESTON HOLDINGS INC 5,104 8,058
LEGRAND INC 3,176 3,347
LENNAR CORP 9,074 11,931
LENNOX INTL INC 4,958 7,306
LINDE PLC COM 4,172 5,713
LONDON STK EXCHANGE GROUP 8,855 9,832
LOWES COMPANIES INC 6,154 6,497
LPL FINANCIAL HOLDINGS INC 2,235 3,521
LVMH MOET HENN UNSP 8,263 9,585
MAINSTAY CBRE GLOBAL INFRASTRU 255,561 260,979
MARTIN MARIETTA MATLS INC 8,991 11,041
MEDTRONIC PLC 5,898 5,449
MERCK & CO INC 6,900 8,038
MICHELIN CIE GEN UNSP/ADR 5,987 6,879
MICROCHIP TECHNOLOGY INC 8,529 9,920
MICROSOFT CORP 12,512 14,800
MITSUBISHI UFJ FINANCIAL GROUP 5,168 5,011
MONOLITHIC POWER SYSTEMS, INC 5,270 8,204
MONOTARO CO., LTD 1,304 940
MS DUAL DIRECTIONAL TRIGGER JU 80,000 90,040
MS TRIGGER PLUS SPX 100,000 100,850
NESTLE S.A 10,164 9,643
NEW WORLD FUND, INC (F2) 162,350 163,049
NICE SYSTEMS LTD 2,774 2,179
NOMURA RESEARCH INST LTD 1,637 1,687
NORDSON CP 6,194 7,220
NOVO NORDISK A S 11,006 12,414
OLD DOMINION FREIGHT LINE 2,645 4,296
OLYMPUS CORP 4,962 3,965
OSHKOSH CORP 4,658 5,263
PARKER HANNIFIN CP 10,226 12,225
PENTAIR INC. COM 3,241 5,154
PNC FINANCIAL GROUP INC 7,852 6,786
POOL CORP 7,661 8,097
PROCTER GAMBLE CO 6,562 6,663
QUALCOMM INC 6,869 9,131
RELX PLC 3,447 4,997
RENTOKIL INITIAL PLC SPON ADR 5,159 3,920
ROSS STORES, INC 4,534 8,303
RPM INTERNATIONAL INC 6,857 8,068
SAFRAN SA - UNSPON ADR 4,506 5,472
SANDVIK AB SPONS ADR 1,193 1,369
SAP AKTIENGESELL ADS 6,290 7,884
SHISEIDO CO LTD 4,865 2,842
SHOPIFY INC 2,327 3,189
SMC CORPORATION 3,244 3,605
SONY GROUP CORP 14,332 16,003
SPDR S&P 500 ETF TRUST 373,886 404,488
STRAUMANN HLDG 2,565 3,366
SUNCOR ENERGY INC 4,636 4,486
SYSCO CORP 5,960 6,316
TELEDYNE TECH INC 11,272 12,063
THE BLACKSTONE GROUP INC CL A 8,244 9,841
THE COCA-COLA CO 7,280 7,425
THOMSON REUTERS CORPORATION 3,170 4,353
TOKYO ELECTRON LTD 6,197 8,280
US BANCORP 6,142 8,007
VANGAURD HIGH-YIELD CORPORATE 275,000 288,781
VANGUARD 500 INDEX FUND ADM 405,000 475,621
VANGUARD HIGH DIV YIELD 132,743 139,203
VANGUARD HIGH DIV YIELD INDEX 489,999 511,787
VANGUARD INTERMEDIATE-TERM COR 175,000 179,433
VANGUARD SM-CAP ETF 71,708 70,399
VERALTO CORPORATION 965 905
VERISK ANALYTICS, INC 3,509 5,271
WEST PHARMA SVCS INC 6,209 7,828
WESTINGHOUSE AIR BRAKE TECHNOL 3,529 3,881
XCEL ENERGY INC 6,723 6,934
XYLEM INC 6,603 8,261

TY 2023 InvestmentsGovtObligationsSch
Name:
The Robert and Judith Sturgis Family
 
Foundation
EIN:
03-6090117
US Government Securities - End of Year Book Value:

73,637
US Government Securities - End of Year Fair Market Value:

74,615
State & Local Government Securities - End of Year Book Value:


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


 


TY 2023 InvestmentsOtherSchedule2
Name:
The Robert and Judith Sturgis Family
 
Foundation
EIN:
03-6090117
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
EQUITABLE FINANCIAL SCS PLUS 2   268,900 253,899
FORETHOUGHT LIFE FOREACCUMULAT   168,885 157,063

TY 2023 LegalFeesSchedule
Name:
The Robert and Judith Sturgis Family
 
Foundation
EIN:
03-6090117
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
General Consultations 8,068     8,068


TY 2023 OtherExpensesSchedule
Name:
The Robert and Judith Sturgis Family
 
Foundation
EIN:
03-6090117
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Set-Up Fee 5,000     5,000
Bank Charges 226 226    


TY 2023 OtherIncomeSchedule2
Name:
The Robert and Judith Sturgis Family
 
Foundation
EIN:
03-6090117
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Net Income from annuities 26,550 26,550  


TY 2023 OtherProfessionalFeesSchedule
Name:
The Robert and Judith Sturgis Family
 
Foundation
EIN:
03-6090117
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 35,702 35,702    


TY 2023 TaxesSchedule
Name:
The Robert and Judith Sturgis Family
 
Foundation
EIN:
03-6090117
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Foreign Tax Paid 423 423