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
FM GLOBAL FOUNDATION
 
% Courtney Mazyck
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 7500 270 CENTRAL AVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
JOHNSTON, RI029190750
A Employer identification number

22-2773230
B Telephone number (see instructions)

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$23,991,621J Accounting method:
Modified Cash
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 38,227 38,227  
4 Dividends and interest from securities... 159,526 159,526 0
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 0
b Gross sales price for all assets on line 6a 0
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications........... 0
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0 0
11 Other income (attach schedule)....... 0 0 0
12 Total. Add lines 1 through 11........ 197,753 197,753 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 0 0 0 0
15 Pension plans, employee benefits....... 0 0 0 0
16a Legal fees (attach schedule)......... 0 0 0 0
b Accounting fees (attach schedule)....... 0 0 0 0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
36,000 20,000 0 16,000
17 Interest............... 0 0 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,500 0 0 0
19 Depreciation (attach schedule) and depletion... 0 0 0
20 Occupancy.............. 0 0 0 0
21 Travel, conferences, and meetings....... 0 0 0 0
22 Printing and publications.......... 0 0 0 0
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
131,855 0 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 170,355 20,000 0 16,000
25 Contributions, gifts, grants paid....... 6,373,477 6,373,477
26 Total expenses and disbursements. Add lines 24 and 25 6,543,832 20,000 0 6,389,477
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -6,346,079
b Net investment income (if negative, enter -0-) 177,753
c Adjusted net income (if negative, enter -0-)... 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............. 27,069,500 1,038,227 1,038,227
2 Savings and temporary cash investments......... 3,268,200 22,953,394 22,953,394
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)..... 0 0  
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow   0 0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)   0  
b Investments—corporate stock (attach schedule)....... 0 0  
c Investments—corporate bonds (attach schedule).......   0  
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   0  
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
15 Other assets (describe right arrow) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 30,337,700 23,991,621 23,991,621
Liabilities 17 Accounts payable and accrued expenses.......... 0 0
18 Grants payable................. 0 0
19 Deferred revenue................. 0 0
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
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 30,337,700 23,991,621
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 30,337,700 23,991,621
30 Total liabilities and net assets/fund balances (see instructions). 30,337,700 23,991,621
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
30,337,700
2
Enter amount from Part I, line 27a .....................
2
-6,346,079
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
23,991,621
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
23,991,621
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.)
1a
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
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
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  
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 2,471
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 2,471
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 2,471
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,243
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 500
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,743
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 10 272
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow272 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrow
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowFactory Mutual Insurance Company Telephone no.right arrow (401) 415-1200

Located atright arrowPO BOX 7500270 Central AveJOHNSTONRI ZIP+4right arrow029190750
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
Malcolm C RobertsClick to see attachment
List of Attached Documents:
// Content
Director Chairman President & CEO
0.25 		0 0 0
270 Central Avenue
PO Box 7500
Johnston,RI02919
Angie Henderson MoncadaClick to see attachment
List of Attached Documents:
// Content
Staff Sr. Vice President Marketing
0.25 		0 0 0
270 Central Avenue
PO Box 7500
Johnston,RI02919
Sanjay ChawlaClick to see attachment
List of Attached Documents:
// Content
Sr. Vice President Investments
0.25 		0 0 0
270 Central Avenue
PO Box 7500
Johnston,RI02919
Courtney MazyckClick to see attachment
List of Attached Documents:
// Content
Assistant Vice President Finance
2.00 		0 0 0
270 Central Avenue
PO Box 7500
Johnston,RI02919
Andrew S BrooslinClick to see attachment
List of Attached Documents:
// Content
Secretary
0.25 		0 0 0
270 Central Avenue
PO Box 7500
Johnston,RI02919
Denise HebertClick to see attachment
List of Attached Documents:
// Content
Director Vice President
0.25 		0 0 0
270 Central Avenue
PO Box 7500
Johnston,RI02919
Deanna FidlerClick to see attachment
List of Attached Documents:
// Content
Executive Vice President
0.25 		0 0 0
270 Central Avenue
PO Box 7500
Johnston,RI02919
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
0
b
Average of monthly cash balances.......................
1b
28,414,666
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
28,414,666
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) Click to see attachment
List of Attached Documents:
// Content
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
28,414,666
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
426,220
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
27,988,446
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,399,422
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
1,399,422
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,471
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
0
c
Add lines 2a and 2b............................
2c
2,471
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,396,951
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,396,951
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
1,396,951
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
6,389,477
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) Click to see attachment
List of Attached Documents:
// Content
.................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
6,389,477
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 1,396,951
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...... 7,342,263
b From 2019...... 4,125,974
c From 2020...... 7,288,456
d From 2021...... 6,491,983
e From 2022...... 5,209,063
f Total of lines 3a through e ........ 30,457,739
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 6,389,477
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..... 1,396,951
e Remaining amount distributed out of corpus 4,992,526
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 35,450,265
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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) ... 		7,342,263
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		28,108,002
10 Analysis of line 9:
a Excess from 2019.... 4,125,974
b Excess from 2020.... 7,288,456
c Excess from 2021.... 6,491,983
d Excess from 2022.... 5,209,063
e Excess from 2023.... 4,992,526
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).)
None
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.
None
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year
WASHINGTON FIRE DEPARTMENT


200 E 14TH STREET
WASHINGTON,MO63090 		No Relationship GOV Contribution provided 3,705
GLENN DALE FIRE ASSOCIATION INC


11900 GLENN DALE BLVD
GLENN DALE,MD20769 		No Relationship GOV Contribution provided 2,500
VACAVILLE FIRE PROTECTION DISTRICT


420 VINE STREET
VACAVILLE,CA95688 		No Relationship GOV Contribution provided 1,039
Soldier Township Fire Department


600 NW 46th
Topeka,KS66617 		No Relationship GOV Contribution provided 5,000
Taos County


105 Albright Street Suite I
Taos,NM87571 		No Relationship GOV Contribution provided 1,256
East Liverpool Fire Department


626 Saint Clair Ave
East Liverpool,OH43920 		No Relationship GOV Contribution provided 4,000
Town of Ixonia Fire Department


PO Box 167
Ixonia,WI53036 		No Relationship GOV Contribution provided 2,000
Peoria Heights Fire Department


4901 N Prospect Rd
Peoria Heights,IL61616 		No Relationship GOV Contribution provided 2,297
Yakima County Fire District 4


2003 Beaudry Rd
Yakima,WA98901 		No Relationship GOV Contribution provided 2,800
SERT Fire Investigation Unit


14600 State Road
North Royalton,OH44133 		No Relationship GOV Contribution provided 5,182
Dixon Fire Department


210 S Hennepin Ave
Dixon,IL61021 		No Relationship GOV Contribution provided 4,453

Eastern Madera County Fire Safe Council

58585 Rainbow Drive
North Fork,CA93643 		No Relationship GOV Contribution provided 2,091
City of Walhalla Fire Department


207 E N Broad St
Walhalla,SC29691 		No Relationship GOV Contribution provided 5,243
Wilson Fire Co No 1


700 Erie Street
Peckville,PA18452 		No Relationship GOV Contribution provided 2,361
Independence Fire District


PO Box 175
Independence,KY41051 		No Relationship GOV Contribution provided 3,445
Senatobia Fire Department


137 North Front St
Senatobia,MS38668 		No Relationship GOV Contribution provided 3,003
Moscow Fire Hose Company


117 Main Street
Moscow,PA18444 		No Relationship GOV Contribution provided 2,196

City of Pikeville Volunteer Fire Dept

PO Box 225
Pikeville,TN37367 		No Relationship GOV Contribution provided 3,265
Goodwill Fire Company 1 of Spry


2318 South Queen Street
York,PA17402 		No Relationship GOV Contribution provided 2,475

Western Taney County Fire Protection Dis

221 Jefferson Rd
Branson,MO65616 		No Relationship GOV Contribution provided 1,460
Robertson Fire Protection District


12641 Missouri Bottom Rd
Hazelwood,MO63042 		No Relationship GOV Contribution provided 2,462
SC Dpt of Labor Licensing and Reg


141 Monticello Trail
Columbia,SC29203 		No Relationship GOV Contribution provided 3,499
Netawaka Rural Fire District 6


333 White Way
Netawaka,KS66516 		No Relationship GOV Contribution provided 2,400

Gordonville Fire Protection District

PO Box 97
Gordonville,MO63753 		No Relationship GOV Contribution provided 1,998
Campbellsville Fire Rescue


100 W Broadway St
Campbellsville,KY42718 		No Relationship GOV Contribution provided 1,860
Chester Fire District


PO Box 612
Chester,NY10918 		No Relationship GOV Contribution provided 2,500
Mart Volunteer Fire Department


P O Box 89
Mart,TX76664 		No Relationship GOV Contribution provided 2,961
Maumelle Fire Department


2000 Murphy Dr
Maumelle,AR72113 		No Relationship GOV Contribution provided 3,283
Farmington Fire Department


372 W Main Street
Farmington,AR72730 		No Relationship GOV Contribution provided 1,375
The Nature Lodge


4041 Soquel Drive 147
Soquel,CA95703 		No Relationship PC Contribution provided 3,500

Paso Robles Fire & Emergency Services

900 Park St
Paso Robles,CA93446 		No Relationship GOV Contribution provided 1,878
Winters Fire Department


700 Main St
Winters,CA95694 		No Relationship GOV Contribution provided 2,098
City of Los Banos Fire Department


333 7th Street
Los Banos,CA93635 		No Relationship GOV Contribution provided 1,988
Central Marin Fire Authority


342 TAMALPAIS DR
CORTE MADERA,CA94925 		No Relationship GOV Contribution provided 2,497
North Metro Fire


101 Spader Way
Broomfield,CO80020 		No Relationship GOV Contribution provided 4,500
Brighton Fire Rescue District


500 S 4th Avenue 3rd Fl
Brighton,CO80601 		No Relationship GOV Contribution provided 2,929
Warehouse Point Fire Department


89 Bridge Street
East Windsor,CT06088 		No Relationship GOV Contribution provided 2,475
Putnam Fire Marshals Office


200 School St
Putnam,CT06260 		No Relationship GOV Contribution provided 4,100
Palatka Fire Department


100 N 11th street
Palatka,FL32177 		No Relationship GOV Contribution provided 3,900
City of Pompano Beach Fire Rescue


100 W Atlantic Blvd
Pompano Beach,FL33060 		No Relationship GOV Contribution provided 2,674
Decatur County Fire and Rescue


404 4th Ramp Ind Blvd
Bainbridge,GA39817 		No Relationship GOV Contribution provided 2,970
Union County Fire


507 Shoe Factory Rd
Blairsville,GA30512 		No Relationship GOV Contribution provided 1,187
Caldwell Fire Department


PO Box 1179
Caldwell,ID83606 		No Relationship GOV Contribution provided 1,828
Markham Fire Dept


16313 Kedzie Parkway
Markham,IL60428 		No Relationship GOV Contribution provided 2,380
Park Forest Fire Department


156 Indianwood Boulevard
Park Forest,IL60466 		No Relationship GOV Contribution provided 3,300
City of Carbondale Fire Department


401 N Glenview Dr
Carbondale,IL62901 		No Relationship GOV Contribution provided 2,784
Bolingbrook Fire Department


375 W Briarcliff
Bolingbrook,IL60440 		No Relationship GOV Contribution provided 4,912
DeKalb Fire Department


700 Pine St
DeKalb,IL60115 		No Relationship GOV Contribution provided 3,996
Waukegan Fire Department


1101 Belvidere Rd
Waukegan,IL60085 		No Relationship GOV Contribution provided 3,000

Carol Stream Fire Protection District

365 N Kuhn Rd
CAROL STREAM,IL60188 		No Relationship GOV Contribution provided 4,311
Pontiac Fire Department


413 N Mill St
Pontiac,IL61764 		No Relationship GOV Contribution provided 3,220
Braidwood Fire Department


PO Box 309
Braidwood,IL60408 		No Relationship GOV Contribution provided 3,500
Ellettsville Fire Department


5080 W State Road 46
Blooomington,IN47404 		No Relationship GOV Contribution provided 3,200
Hebron Fire Protection District


3120 North Bend Road
Hebron,KY41048 		No Relationship GOV Contribution provided 3,005

Livingston Parish Fire Protection Dist

9760 Florida Blvd
Walker,LA70785 		No Relationship GOV Contribution provided 7,150
City of Covington Fire Department


525 N Jefferson Ave
Covington,LA70433 		No Relationship GOV Contribution provided 2,519
Opelousas Fire Department


1334 S Union St
Opelousas,LA70570 		No Relationship GOV Contribution provided 1,500

The Interfaith Service Coalition of Hancock

116 W High Street
Hancock,MD21750 		No Relationship PC Contribution provided 1,630

Clear Spring Volunteer Fire Company Inc

PO Box 400
Clear Spring,MD21722 		No Relationship PC Contribution provided 1,038
Middleborough Fire Department


125 North Main St
Middleborough,MA02346 		No Relationship GOV Contribution provided 4,356
Sandisfield Fire Department LLC


PO Box 22
Sandisfield,MA01255 		No Relationship PC Contribution provided 1,752
Unadilla Fire Fighters Association


Unadilla Township Fire Department
Gregory,MI48137 		No Relationship GOV Contribution provided 2,500
Commerce Township Fire Department


2401 Glengary Rd
Commerce Township,MI48382 		No Relationship GOV Contribution provided 2,285
Grosse Pointe Farms DPS


90 Kerby Rd
Grosse Pointe Farms,MI48236 		No Relationship GOV Contribution provided 2,355
Rogers MN Fire Department


21201 Memorial Dr
Rogers,MN55374 		No Relationship GOV Contribution provided 2,979
City of Macon Fire Department


201 Jackson St
Macon,MO63552 		No Relationship GOV Contribution provided 4,544

Fruitland Area Fire Protection District

7273 US Hwy 61
Jackson,MO63755 		No Relationship GOV Contribution provided 3,000
Jackson Fire Rescue


503 S Hope Street
Jackson,MO63755 		No Relationship GOV Contribution provided 3,123

Central Taney County Fire Protection District

21060 US HWY 160
Kissee Mills,MO65680 		No Relationship GOV Contribution provided 3,365
Sullivan Fire Protection District


PO Box 475
Sullivan,MO63080 		No Relationship GOV Contribution provided 3,000

Forsyth Fire DepartmentCity of Forsyth

PO Box 545
Forsyth,MO65653 		No Relationship GOV Contribution provided 1,630
Central Valley Fire District


215 Wings Way
Belgrade,MT59714 		No Relationship GOV Contribution provided 5,000
City of Sparks NV


1605 Victorian Avenue
Sparks,NV89431 		No Relationship GOV Contribution provided 4,387
Nevada State Fire Marshal


107 Jacobsen Way
Carson City,NV89711 		No Relationship GOV Contribution provided 13,231

Town of Riverhead Fire Marshals Office

201 Howell Avenue
Riverhead,NY11901 		No Relationship GOV Contribution provided 4,044
Niagara County Emergency Services


5574 Niagara St Ext
Lockport,NY14095 		No Relationship GOV Contribution provided 4,960
West Clinton Fire District


219 Hollow Rd
Staatsburg,NY12580 		No Relationship GOV Contribution provided 1,647
Sleepy Hollow Fire Department


28 Beekman Avenue
Sleepy Hollow,NY10591 		No Relationship GOV Contribution provided 1,033
Village of Massena Fire Department


34 Andrews Street
Massena,NY13662 		No Relationship PC Contribution provided 3,745

Monroeton Volunteer Fire Department Inc

9252 US Hwy 158
Reidsville,NC27320 		No Relationship GOV Contribution provided 3,126

Halifax County Fire Marshals Office

P O Box 677
Halifax,NC27839 		No Relationship GOV Contribution provided 1,859
Lexington Fire Department


28 West Center Street
Lexington,NC27292 		No Relationship GOV Contribution provided 2,121
City of Monroe


PO Box 69
Monroe,NC28111 		No Relationship GOV Contribution provided 3,500
Avery County Fire Commission


175 Linville Street
Newland,NC28657 		No Relationship GOV Contribution provided 3,125
Emerald Isle Fire Department


7500 Emerald Drive
Emerald Isle,NC28594 		No Relationship GOV Contribution provided 3,000

Mad River Township Fire & EMS Department

260 East Main Street
Enon,OH45323 		No Relationship GOV Contribution provided 1,970

Springfield Township Fire Department

P O Box 18
Bidwell,OH45614 		No Relationship PC Contribution provided 2,674
Nelsonville Division of Fire


211 Lake Hope Drive
Nelsonville,OH45764 		No Relationship GOV Contribution provided 5,384
Kettering Fire Department


4745 Hempstead Station Dr
Kettering,OH45429 		No Relationship GOV Contribution provided 2,319
Wayne Township Fire Department


4575 Oxford Middletown Road
Trenton,OH45067 		No Relationship GOV Contribution provided 1,577
Madison Township Fire Department


843 Expressview Drive
Mansfield,OH44905 		No Relationship GOV Contribution provided 2,453
Lawrence Township Fire Department


5828 Manchester Ave NW
North Lawrence,OH44666 		No Relationship GOV Contribution provided 2,674
Scioto Township Fire Department


PO Box 204
Commercial Point,OH43116 		No Relationship GOV Contribution provided 2,652
City of Yukon


PO Box 850500
Yukon,OK73085 		No Relationship GOV Contribution provided 2,500
City of Sapulpa


425 East Dewey
Sapulpa,OK74066 		No Relationship GOV Contribution provided 2,499

North Lincoln Fire and Rescue District

PO Box 200
Lincoln City,OR97367 		No Relationship GOV Contribution provided 3,449
Illinois Valley Fire District


681 Caves Hwy
Cave Junction,OR97523 		No Relationship GOV Contribution provided 2,050
City of Grants Pass Fire Rescue


City of Grants Pass
City of Grants Pass,OR97526 		No Relationship GOV Contribution provided 1,176

Scappoose Rural Fire Protection District

52751 Columbia River Highway
Scappoose,OR97056 		No Relationship GOV Contribution provided 2,955
Adamstown Fire Company


30 South Poplar Street
Adamstown,PA19501 		No Relationship PC Contribution provided 2,399

Greensburg Volunteer Fire Department

416 South Main Street
Greensburg,PA15601 		No Relationship PC Contribution provided 1,767

Slocum Township Volunteer Fire Company

1923 Slocum Rd
Wapwallopen,PA18660 		No Relationship PC Contribution provided 2,000
Eagle McClure Hose Company 1


375 Milwaukee Ave
Old Forge,PA18518 		No Relationship PC Contribution provided 2,000

East Carnegie Volunteer Fire Department

305 Duncan Way
Carnegie,PA15106 		No Relationship GOV Contribution provided 1,608
Franklin Fire Company


158 West King Street
Chambersburg,PA17201 		No Relationship PC Contribution provided 1,999
City of Coatesville Bureau of Fire


1 City Hall Place
Coatesville,PA19320 		No Relationship GOV Contribution provided 3,200
Whitemarsh Township


616 Germantown Pike
Lafayette Hill,PA19444 		No Relationship GOV Contribution provided 1,752
Pawtucket Fire Department


155 Roosevelt Ave
Pawtucket,RI02860 		No Relationship GOV Contribution provided 5,250
Providence Fire Department


325 Washington Street
Providence,RI02903 		No Relationship GOV Contribution provided 8,041
City of Gaffney Fire Department


PO Box 2109
Gaffney,SC29342 		No Relationship GOV Contribution provided 1,445
City of Germantown Fire Department


1930 S Germantown Road
Germantown,TN38138 		No Relationship GOV Contribution provided 2,335
Chattanooga Fire Department


910 Wisdom Street
Chattanooga,TN37406 		No Relationship GOV Contribution provided 7,650
Gilt Edge Volunteer Fire Department


180 Adkins Road
Burlison,TN38015 		No Relationship GOV Contribution provided 2,840
Trenton Fire Department


Unit 9 Cirencester Office Park
Tetbury Road
Cirencester,EnglandGL7 6JJ
UK 		No Relationship GOV Contribution provided 3,100
Fayetteville Fire Rescue


300 Market Street West
Fayetteville,TN37334 		No Relationship GOV Contribution provided 3,003
McQueeney Volunteer Fire Department


PO Box 500
McQueeney,TX78123 		No Relationship PC Contribution provided 868
City of Weslaco


255 S Kansas Ave
Weslaco,TX78596 		No Relationship GOV Contribution provided 1,043

Whitesboro Volunteer Fire Department

PO Box 340
Whitesboro,TX76273 		No Relationship PC Contribution provided 1,600
College Station Fire Department


PO Box 9960
College Station,TX77842 		No Relationship GOV Contribution provided 2,809

Wytheville Fire and Rescue Department

195 W Spring St
Wytheville,VA24382 		No Relationship GOV Contribution provided 3,000

City of Harrisonburg Fire Department

101 N Main St
Harrisonburg,VA22802 		No Relationship GOV Contribution provided 3,900
Chesterfield Fire and EMS


9800 Government Centre Parkway
Chesterfield,VA23832 		No Relationship GOV Contribution provided 2,394

City of Kiel Fire and Ambulance Service

621 6th Street
Kiel,WI53042 		No Relationship GOV Contribution provided 2,432
Sullivan Volunteer fire Department


P O Box 95
Sullivan,WI53178 		No Relationship GOV Contribution provided 3,466
Suamico Fire Department


12781 Velp Avenue
Suamico,WI54313 		No Relationship GOV Contribution provided 1,647
Oconto Falls Fire Department


500 North Chestnut Street
Oconto Falls,WI54154 		No Relationship GOV Contribution provided 3,218
Town of Evansville


PO Box 158
Evansville,WY82636 		No Relationship GOV Contribution provided 2,500
American Online Giving Foundation


2454 N McMullen Booth Rd
Clearwater,FL33759 		No Relationship N A Contribution provided 2,147,096

International Scholarship & Tuition Services

1321 Murfreesboro Pike
Nashville,TN37217 		No Relationship N A Contribution provided 458,000
Providence Public Library


150 Empire St
Providence,RI02903 		No Relationship PC Contribution provided 150,000
Spencer Educational Foundation


1407 Broadway
New York,NY10018 		No Relationship PC Contribution provided 100,000
United Way of Rhode Island


50 Valley St
Providence,RI02909 		No Relationship PC Contribution provided 2,793,883
URI Society of Womens Engineers


2 East Alumni Ave
Kingston,RI02881 		No Relationship PC Contribution provided 9,000

United Kingdom Online Giving Foundation

Unit 9 Cirencester Office Park
Tetbury Road
Cirencester,EnglandGL7 6JJ
UK 		No Relationship N A Contribution provided 252,115
Greenwood Hose Co No 1


3727 41 Birney Ave
Moosic,PA18507 		No Relationship PC Contribution provided 2,000
Northmoreland Twp Vol Fire Co


1618 Demunds Rd
Dallas,PA18612 		No Relationship PC Contribution provided 3,912
Strykersville Volunteer Fire Co Inc


PO Box 36
Strykersville,NY14145 		No Relationship PC Contribution provided 2,191
St Lawrence County


48 Court Street
Canton,NY13617 		No Relationship GOV Contribution provided 2,996
Freehold Volunteer Fire Co Inc


Po Box 128
Freehold,NY12431 		No Relationship PC Contribution provided 1,475
Cortlandville Fire Department Inc


999 State Route 13
Cortland,NY13045 		No Relationship PC Contribution provided 2,000
Clifton Springs Fire Dept


39 Kendall Street
Clifton Springs,NY14432 		No Relationship GOV Contribution provided 2,588
Fort Ann Volunteer Fire Company Inc


PO Box 305
FORT ANN NY,NY12827 		No Relationship PC Contribution provided 2,396
Jackson Fire District 4


465 A North County Line Rd
Jackson,NJ08527 		No Relationship GOV Contribution provided 2,035
Bound Brook Fire Department


230 Hamilton Street
Bound Brook,NJ08805 		No Relationship GOV Contribution provided 3,453
Benton Harbor Dept of Public Safety


200 E Wall
Benton Harbor,MI49022 		No Relationship GOV Contribution provided 1,996
Dartmouth Fire District 2


1100 Russells Mills Rd
Dartmouth,MA02748 		No Relationship GOV Contribution provided 1,400
Hopkinton Fire Department


73 Main Street
Hopkinton,MA01748 		No Relationship GOV Contribution provided 2,846
Framingham Fire Department


10 Loring Dr
Framingham,MA01702 		No Relationship GOV Contribution provided 3,186
Malden Fire Department


1 Sprague ST
Malden,MA02148 		No Relationship GOV Contribution provided 3,772
Acushnet Fire and EMS Department


24 Russell St
Acushnet,MA02743 		No Relationship GOV Contribution provided 3,000
Winchendon Fire Department


405 Central St
Winchendon,MA01475 		No Relationship GOV Contribution provided 1,830
Lakeville Fire Department


346 Bedford Street
Lakeville,MA02347 		No Relationship GOV Contribution provided 1,692
Norton Fire Department


70 East Main Strret
Norton,MA02766 		No Relationship GOV Contribution provided 3,570
Rockport Volunteer Fire Department


PO Box 142
Rockport,ME04856 		No Relationship GOV Contribution provided 2,138
Thompsonville Fire Department


35 North Main Street Enfield
Enfield,CT06082 		No Relationship GOV Contribution provided 2,000

Scotland Volunteer Fire Department Inc

PO Box 48
Scotland,CT06264 		No Relationship PC Contribution provided 3,095
Gales Ferry Fire Company


1772 Route 12
Gales Ferry,CT06335 		No Relationship PC Contribution provided 3,733
Old Mystic Fire District


295 Cow Hill Road
Mystic,CT06355 		No Relationship GOV Contribution provided 2,044
South Fire District


445 Randolph Rd
Middletown,CT06457 		No Relationship GOV Contribution provided 2,997
Town of New Canaan


60 Main St
New Canaan,CT06840 		No Relationship GOV Contribution provided 2,760
West Stanislaus County FPD


344 W Las Palmas Ave
City of Patterson,CA95363 		No Relationship GOV Contribution provided 2,793

Morongo Valley Community Services Dist

11207 Ocotillo Street
Morongo Valley,CA92256 		No Relationship GOV Contribution provided 2,402
Mayflower Fire Rescue


PO Box 69
Mayflower,AR72106 		No Relationship GOV Contribution provided 2,356
Idaho Firewise Inc


PO BOX 8234
Moscow,ID83843 		No Relationship GOV Contribution provided 2,500

Berkeley Heights Volunteer Fire Dept

411 Hamilton Ave
Berkeley Heights,NJ07922 		No Relationship GOV Contribution provided 2,000
Borough of Totowa Fire Department


537 Totowa Road Suite 1
Totowa,NJ07512 		No Relationship GOV Contribution provided 941
Dunstable Fire Department


28 Pleasant Street
Dunstable,MA01827 		No Relationship GOV Contribution provided 3,300
Coffee Springs Vol Fire Dept


P O Box 255
Coffee Springs,AL36318 		No Relationship GOV Contribution provided 2,643
Total .................................right arrow 3a 6,373,477
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     0   0 0
b     0   0 0
c     0   0 0
d     0   0 0
e     0   0 0
f     0   0 0
    0   0 0
gFees and contracts from government agencies          
2 Membership dues and assessments ....   0   0 0
3 Interest on savings and temporary cash
investments ........... 		  0 14 38,227 0
4 Dividends and interest from securities ....   0 14 159,526 0
5 Net rental income or (loss) from real estate:
aDebt-financed property......   0   0 0
bNot debt-financed property.....   0   0 0
6 Net rental income or (loss) from personal property   0   0 0
7 Other investment income .....   0   0 0
8 Gain or (loss) from sales of assets other than
inventory ............ 		  0   0 0
9 Net income or (loss) from special events:   0   0 0
10 Gross profit or (loss) from sales of inventory   0   0 0
11 Other revenue:
a   		  0   0 0
b     0   0 0
c     0   0 0
d     0   0 0
e     0   0 0
12 Subtotal. Add columns (b), (d), and (e) .. 0 197,753 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
197,753
(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.
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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: 23017649
Software Version: V2.0


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 OtherExpensesSchedule
Name:
FM GLOBAL FOUNDATION
EIN:
22-2773230
Software ID:
23017649
Software Version:
V2.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Benevity software and fees 131,358 0 0 0
Filing Fees 100 0 0 0
Miscellaneous Fees 397 0 0 0


TY 2023 OtherProfessionalFeesSchedule
Name:
FM GLOBAL FOUNDATION
EIN:
22-2773230
Software ID:
23017649
Software Version:
V2.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Scholarship Fees 16,000 0 0 16,000
Custodial Fees 20,000 20,000 0 0


TY 2023 TaxesSchedule
Name:
FM GLOBAL FOUNDATION
EIN:
22-2773230
Software ID:
23017649
Software Version:
V2.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Tax paid with extension for 2022 return 500 0 0 0
2023 estimated payments 2,000 0 0 0