TY 2023 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
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Go 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
Rita Morgan Charitable Foundation Inc

Number and street (or P.O. box number if mail is not delivered to street address)17111 Biscayne Blvd Unit 2210
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
North Miami Beach, FL33160

A Employer identification number

81-4807744

B Telephone number (see instructions)

(305) 232-8477

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$2,989,956J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	106,276		106,276
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		63,774
b	Gross sales price for all assets on line 6a 1,808,158
7	Capital gain net income (from Part IV, line 2)...			63,774
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	170,050		170,050
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	25,916	0	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	25,916		0	0
25	Contributions, gifts, grants paid.......	302,780			302,780
26	Total expenses and disbursements. Add lines 24 and 25	328,696		0	302,780
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-158,646
b	Net investment income (if negative, enter -0-)			170,050
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	57,670	72,788	72,788
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	290,932	List of Attached Documents: // Content 21,462	20,568
	c	Investments—corporate bonds (attach schedule).......	1,051,206	List of Attached Documents: // Content 1,304,112	1,297,091
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	1,212,100	List of Attached Documents: // Content 1,113,507	1,599,509
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	2,611,908	2,511,869	2,989,956
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	2,611,908	2,511,869
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	0	0
	29	Total net assets or fund balances (see instructions).....	2,611,908	2,511,869
	30	Total liabilities and net assets/fund balances (see instructions).	2,611,908	2,511,869

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

2,611,908

Enter amount from Part I, line 27a .....................

-158,646

Other increases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

58,607

Add lines 1, 2, and 3 ..........................

2,511,869

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

2,511,869

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	Brookfield Corpraton VTG Cl A / CUSIP: 11271J107		2022-04-21	2023-02-21
b	Brookfield Asst Mgmt Cl A Ltd VTG Shs / CUSIP: 113004105		2022-04-21	2023-02-21
c	Canadian Natl Ry Co / CUSIP: XXX-XX-XXXX		2023-04-28	2023-09-13
d	Fortis Inc / CUSIP: XXX-XX-XXXX		2022-06-22	2023-04-28
e	SAP SE-Sponsored ADR / CUSIP: XXX-XX-XXXX		2022-04-21	2023-02-21
	Toronto Dominion Bk New / CUSIP: XXX-XX-XXXX		2022-03-08	2023-02-21
	TotalEnergies SE ADR / CUSIP: 89151E109		2022-04-21	2023-02-21
	Liberty Global PLC Shs Cl A / CUSIP: G5480U104		2022-03-08	2023-02-21
	Chubb Ltd / CUSIP: H1467J104		2022-08-24	2023-02-21
	Brookfield Corpraton VTG Cl A / CUSIP: 11271J107		2022-04-21	2023-09-13
	Brookfield Asst Mgmt Cl A Ltd VTG Shs / CUSIP: 113004105		2022-04-21	2023-09-13
	Canadian Pacific Railway Ltd / CUSIP: 13645T100		2021-08-11	2023-02-21
	Canadian Pacific Kansas City Ltd / CUSIP: 13646K108		2021-08-11	2023-09-13
	Diageo PLC Sponsored ADR New / CUSIP: 25243Q205		2020-03-18	2023-09-13
	Infosys Ltd SP ADR / CUSIP: XXX-XX-XXXX		2019-12-13	2023-09-13
	Lululemon Athletica Inc / CUSIP: XXX-XX-XXXX		2021-01-27	2023-09-13
	Nestle SA Reg ADR / CUSIP: XXX-XX-XXXX		2021-03-04	2023-09-13
	Novo Nordisk A S ADR / CUSIP: XXX-XX-XXXX		2019-12-13	2023-09-13
	SAP SE-Sponsored ADR / CUSIP: XXX-XX-XXXX		2022-04-21	2023-09-13
	Taiwan Semiconductor Mfg Co Ltd ADR / CUSIP: XXX-XX-XXXX		2019-12-13	2023-09-13
	Toronto Dominion Bk New / CUSIP: XXX-XX-XXXX		2022-03-08	2023-09-13
	TotalEnergies SE ADR / CUSIP: 89151E109		2022-04-21	2023-10-10
	Liberty Global PLC Shs Cl A / CUSIP: G5480U104		2022-03-08	2023-09-13
	Linde Plc / CUSIP: G5494J103		2019-12-13	2023-02-21
	Linde Plc New / CUSIP: G5495103		2019-12-13	2023-09-13
	Chubb Ltd / CUSIP: H1467J104		2022-08-24	2023-09-13
	UBS Group AG / CUSIP: H42097107		2021-03-11	2023-11-14
	Ferrari NV New / CUSIP: N3167Y103		2021-03-11	2023-09-13
	NXP Semiconductors NV / CUSIP: N6596X109		2019-12-13	2023-09-13
	American Tower Corp REIT / CUSIP: 03027X100		2023-04-01	2023-09-13
	Ametek Inc New / CUSIP: XXX-XX-XXXX		2022-05-31	2023-02-21
	Cisco Systems Inc / CUSIP: 17275R102		2022-09-23	2023-09-13
	Comcast Corp New Cl A / CUSIP: 20030N101		2022-05-13	2023-02-21
	Crown Castle Inc / CUSIP: 22822V101		2023-04-03	2023-06-01
	Delta Airlines Inc New / CUSIP: XXX-XX-XXXX		2023-04-26	2023-09-13
	Dollar General Corp / CUSIP: XXX-XX-XXXX		2023-06-01	2023-09-22
	Domino's Pizza Inc / CUSIP: 25754A201		2023-02-27	2023-05-30
	Newmont Corp / CUSIP: XXX-XX-XXXX		2022-08-29	2023-06-01
	Paypal Holdings Inc / CUSIP: 70450Y103		2023-05-18	2023-09-13
	SPDR Bloomberg ETF 1-3 Mnth T Bill / CUSIP: 78468R663		2023-07-05	2023-07-17
	Starbucks Corp / CUSIP: XXX-XX-XXXX		2022-04-19	2023-02-21
	Ulta Beauty Inc / CUSIP: 90384S303		2023-05-30	2023-09-13
	Verizon Communications Com / CUSIP: 92343V104		2023-07-17	2023-09-13
	Alphabet Inc Voting Cap Stk Cl A / CUSIP: 02079K305		2020-09-04	2023-09-13
	Amazon Com Inc / CUSIP: XXX-XX-XXXX		2020-02-13	2023-09-13
	American Tower Corp REIT / CUSIP: 03027X100		2022-04-01	2023-04-03
	Ametek Inc New / CUSIP: XXX-XX-XXXX		2022-05-31	2023-07-17
	Apple Inc / CUSIP: XXX-XX-XXXX		2020-03-11	2023-09-13
	Comcast Corp New Cl A / CUSIP: 20030N101		2022-05-13	2023-09-13
	Costco Whsl Corp New Com / CUSIP: 22160K105		2020-05-18	2023-09-13
	Edwards Lifescience Corp / CUSIP: 28176E108		2020-09-25	2023-04-25
	Meta Platforms Inc Class A / CUSIP: 30303M102		2019-11-19	2023-11-14
	Home Depot Inc / CUSIP: XXX-XX-XXXX		2018-05-08	2023-09-13
	Invesco QQQ TR ETF Unit SER 1 / CUSIP: 46090E103		2018-05-08	2023-09-13
	JPMorgan Chase & Co / CUSIP: 46625H100		2019-10-03	2023-09-13
	Mastercard Inc Cl A / CUSIP: 57636Q104		2019-05-08	2023-09-13
	Microsoft Corp / CUSIP: XXX-XX-XXXX		2020-03-10	2023-09-13
	Morgan Stanley & Co / CUSIP: XXX-XX-XXXX		2019-05-08	2023-09-13
	Newmont Corp / CUSIP: XXX-XX-XXXX		2022-08-29	2023-10-05
	Nvidia Corp / CUSIP: 67066G104		2019-10-21	2023-09-13
	Starbucks Corp / CUSIP: XXX-XX-XXXX		2022-04-19	2023-04-26
	UnitedHealth Group Inc / CUSIP: 91324P102		2020-08-25	2023-09-13
	Zoetis Inc Class A / CUSIP: 98978V103		2020-09-09	2023-09-13
	Abbott Laboratories / CUSIP: XXX-XX-XXXX		2022-05-11	2023-02-21
	Bank of America Corp / CUSIP: XXX-XX-XXXX		2022-06-14	2023-02-21
	CVS Health Corporation / CUSIP: XXX-XX-XXXX		2023-02-07	2023-09-26
	Chevron Corporation / CUSIP: XXX-XX-XXXX		2023-05-31	2023-09-13
	Humana Inc / CUSIP: XXX-XX-XXXX		2023-07-05	2023-09-13
	Intl Flavor & Fragances / CUSIP: XXX-XX-XXXX		2022-09-23	2023-09-13
	Mondelez Intl Inc / CUSIP: XXX-XX-XXXX		2022-03-31	2023-02-21
	Norfolk Southern Corp / CUSIP: XXX-XX-XXXX		2023-04-11	2023-09-13
	SPDR Bloomberg ETF 1-3 Mnth T Bill / CUSIP: 78468R663		2023-05-26	2023-05-31
	Target Corp / CUSIP: 87612E106		2023-05-31	2023-10-02
	Verizon Communications Com / CUSIP: 92343V104		2022-09-23	2023-09-13
	Abbott Laboratories / CUSIP: XXX-XX-XXXX		2022-05-11	2023-09-13
	Apple Inc / CUSIP: XXX-XX-XXXX		2020-05-28	2023-11-14
	Bank of America Corp / CUSIP: XXX-XX-XXXX		2022-06-14	2023-09-13
	Broadcom Inc / CUSIP: 11135F101		2019-11-15	2023-05-26
	Comcast Corp New Cl A / CUSIP: 20030N101		2020-04-08	2023-09-13
	Home Depot Inc / CUSIP: XXX-XX-XXXX		2018-05-11	2023-09-13
	Intl Flavor & Fragances / CUSIP: XXX-XX-XXXX		2022-09-23	2023-09-27
	JPMorgan Chase & Co / CUSIP: 46625H100		2019-07-23	2023-09-13
	Johnson & Johnson / CUSIP: XXX-XX-XXXX		2020-06-17	2023-09-13
	Lockheed Martin Corp / CUSIP: XXX-XX-XXXX		2018-05-11	2023-02-21
	Microsoft Corp / CUSIP: XXX-XX-XXXX		2020-10-30	2023-09-13
	Mondelez Intl Inc / CUSIP: XXX-XX-XXXX		2022-03-31	2023-04-11
	Nextera Energy Inc / CUSIP: 65339F101		2021-06-04	2023-10-02
	Paychex Inc / CUSIP: XXX-XX-XXXX		2020-03-25	2023-09-13
	Rockwell Automation Inc / CUSIP: XXX-XX-XXXX		2019-04-05	2023-02-07
	Sherwin Williams Co / CUSIP: XXX-XX-XXXX		2021-03-08	2023-07-05
	Texas Instruments Inc / CUSIP: XXX-XX-XXXX		2018-05-11	2023-09-13
	United Parcel Service-B / CUSIP: XXX-XX-XXXX		2019-12-19	2023-09-13
	UnitedHealth Group Inc / CUSIP: 91324P102		2020-03-25	2023-09-13
	Verizon Communications Com / CUSIP: 92343V104		2022-09-23	2023-10-02
	Advance Auto Parts / CUSIP: 00751Y106		2023-02-21	2023-06-06
	Baxter International Inc / CUSIP: XXX-XX-XXXX		2023-02-09	2023-12-01
	Chevron Corporation / CUSIP: XXX-XX-XXXX		2023-05-01	2023-12-01
	Deere & Co / CUSIP: XXX-XX-XXXX		2023-05-19	2023-10-12
	Disney Walt Company / CUSIP: XXX-XX-XXXX		2022-07-27	2023-02-24
	Dollar General Corp / CUSIP: XXX-XX-XXXX		2023-06-06	2023-09-22
	Dominion Energy Inc / CUSIP: 25746U109		2023-05-26	2023-10-02
	Home Depot Inc / CUSIP: XXX-XX-XXXX		2022-04-07	2023-02-21
	Intel Corp / CUSIP: XXX-XX-XXXX		2022-09-14	2023-02-09
	Keurig Dr Pepper Inc / CUSIP: 49271V100		2023-07-05	2023-10-05
	Newmont Corp / CUSIP: XXX-XX-XXXX		2022-09-15	2023-05-19
	Starbucks Corp / CUSIP: XXX-XX-XXXX		2022-04-19	2023-02-21
	Verizon Communications Com / CUSIP: 92343V104		2022-09-15	2023-09-13
	Alphabet Inc Voting Cap Stk Cl A / CUSIP: 02079K305		2020-07-31	2023-09-13
	Amazon Com Inc / CUSIP: XXX-XX-XXXX		2020-03-02	2023-09-13
	Apple Inc / CUSIP: XXX-XX-XXXX		2020-03-11	2023-09-13
	Barrick Gold Corp / CUSIP: XXX-XX-XXXX		2018-08-20	2023-11-14
	Berkshire Hathaway Inc Series B New / CUSIP: XXX-XX-XXXX		2018-05-08	2023-09-13
	Big Lots Inc / CUSIP: XXX-XX-XXXX		2020-03-31	2023-02-21
	Cintas Corp / CUSIP: XXX-XX-XXXX		2022-01-21	2023-05-19
	Goldman Sachs Group Inc / CUSIP: 38141G104		2020-07-20	2023-09-13
	Home Depot Inc / CUSIP: XXX-XX-XXXX		2022-04-07	2023-09-13
	Illinois Tool Works Inc / CUSIP: XXX-XX-XXXX		2019-10-03	2023-09-13
	Johnson & Johnson / CUSIP: XXX-XX-XXXX		2020-06-24	2023-09-13
	Microsoft Corp / CUSIP: XXX-XX-XXXX		2020-03-10	2023-09-13
	Morgan Stanley & Co / CUSIP: XXX-XX-XXXX		2019-05-08	2023-09-13
	Nextera Energy Inc / CUSIP: 65339F101		2021-05-12	2023-10-02
	Polaris Inc / CUSIP: XXX-XX-XXXX		2020-04-06	2023-09-13
	Prologis Inc / CUSIP: 74340W103		2020-07-20	2023-09-13
	Qualcomm Inc / CUSIP: XXX-XX-XXXX		2021-05-12	2023-10-12
	Resmed Inc / CUSIP: XXX-XX-XXXX		2021-02-19	2023-10-09
	Sherwin Williams Co / CUSIP: XXX-XX-XXXX		2021-03-05	2023-07-05
	Starbucks Corp / CUSIP: XXX-XX-XXXX		2022-04-19	2023-05-01
	UnitedHealth Group Inc / CUSIP: 91324P102		2020-04-27	2023-09-13
	Verizon Communications Com / CUSIP: 92343V104		2022-09-15	2023-10-02
	Visa Inc Class A / CUSIP: 92826C839		2020-09-09	2023-09-13
	ADT Corporation / CUSIP: 00101JAH9		2022-07-14	2023-03-17
	Bank of New York Mellon / CUSIP: 064058AB6		2023-10-11	2023-12-20
	Centerpoint Energy Inc / CUSIP: 15189TAS6		2023-06-16	2023-09-01
	CitiGroup Inc / CUSIP: 172967GD7		2022-11-15	2023-10-30
	Federal Home Loan Banks Bankers Acceptance / CUSIP: 3130AV5L2		2023-03-06	2023-06-16
	HSBC Hldgs PLC SR NT Fixed/Fltg Rate / CUSIP: 404280BS7		2022-09-19	2023-05-18
	Prudential Finl Inc / CUSIP: 744320AM4		2023-04-26	2023-06-15
	Seagate HDD Cayman Gtd SR NT / CUSIP: 81180WAT8		1930-04-14	2023-06-29
	Starwood Ppty Tr Inc SR NT Conv / CUSIP: 85571BAH8		2022-06-16	2023-04-03
	United States Treasury Note / CUSIP: 91282CFV8		2023-10-12	2023-12-07
	Wells Fargo & Company 5.85% Dep Shs Rpstg Cl A / CUSIP: XXX-XX-XXXX		2023-04-25	2023-09-15
	Hanesbrands Inc SR Unsecured Reg S / CUSIP: U24437AD4		2022-11-17	2023-03-08
	Apollo Commercial Real Estat Conv Senior Notes / CUSIP: 03762UAC9		2022-06-14	2023-10-16
	Celanese US Hldgs LLC Senior Unsecured Notes / CUSIP: 15089QAR5		2022-07-11	2023-08-25
	Svb Finl Group Jr Subordinated / CUSIP: 78486QAP6		2022-02-10	2023-11-01
	Springleaf Finance Corp / CUSIP: 85172FAP4		2022-04-07	2023-12-14
	Springleaf Finance Corp / CUSIP: 85172FAP4		2022-04-07	2023-09-18
	Blackstone Mortgage Trust In Conv Senior Notes / CUSIP: 09257WAC4		2020-03-13	2023-03-16
	DigitalBridgeC Group Inc Conv SR NTS / CUSIP: 19624RAA4		2019-03-26	2023-04-18
	Granite Point Mortgage Trust Conv Senior Notes / CUSIP: 38741LAC1		2019-08-01	2023-03-13
	Great Ajax Corp 7.25% Convertible Senior Note / CUSIP: 38983D409		2018-02-23	2023-03-24
	KKR Real Estate Fin Conv / CUSIP: 48251KAB6		2018-08-01	2023-05-16
	Nexpoint Diversified Real Estate Trust / CUSIP: 65340G205		2020-06-29	2023-03-16
	Ready Capital Corporation 7.00% Convertible Senior Note / CUSIP: 75574U200		2018-02-23	2023-08-15
	WTS Genesis Growth Tech Acquisition Corp Warrant Pending / CUSIP: G3R23D128		2022-02-04	2023-11-10
	Capital Gains Dividends	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	207	265	-58
b	24	42	-18
c	328	358	-30
d	4,982	5,177	-195
e	460	426	34
	340	381	-41
	564	455	109
	306	353	-47
	418	391	27
	171	221	-50
	35	42	-7
	767	725	42
	697	653	44
	669	415	254
	1,234	675	559
	701	640	61
	940	856	84
	2,014	688	1,326
	540	426	114
	1,248	819	429
	305	381	-76
	7,090	5,464	1,626
	253	329	-76
	650	418	232
	771	418	353
	418	391	27
	7,750	4,995	2,755
	1,121	788	333
	1,147	742	405
	4,939	5,734	-795
	1,001	850	151
	885	691	194
	492	540	-48
	14,337	16,360	-2,023
	630	524	106
	14,342	21,638	-7,296
	13,863	14,937	-1,074
	11,496	11,639	-143
	814	796	18
	46,264	46,284	-20
	944	723	221
	834	815	19
	708	666	42
	3,543	2,315	1,228
	1,327	1,287	40
	7,386	9,493	-2,107
	19,641	15,053	4,588
	2,363	1,035	1,328
	314	291	23
	2,061	1,212	849
	25,449	22,565	2,884
	32,518	15,614	16,904
	15,146	13,565	1,581
	1,255	663	592
	1,280	1,007	273
	4,508	2,277	2,231
	21,334	10,768	10,566
	11,074	8,672	2,402
	1,703	2,026	-323
	22,649	4,158	18,491
	18,182	13,093	5,089
	1,466	933	533
	2,444	2,216	228
	1,037	1,075	-38
	726	659	67
	15,072	17,949	-2,877
	333	304	29
	471	449	22
	789	869	-80
	1,134	1,070	64
	198	206	-8
	33,406	33,397	9
	18,151	23,088	-4,937
	915	948	-33
	310	322	-12
	22,203	9,660	12,543
	261	282	-21
	34,436	13,403	21,033
	747	707	40
	1,804	1,141	663
	10,767	15,456	-4,689
	1,978	1,627	351
	1,275	1,161	114
	480	324	156
	29,922	16,803	13,119
	27,028	24,160	2,868
	17,913	24,932	-7,019
	454	235	219
	17,925	11,514	6,411
	20,817	18,340	2,477
	1,354	874	480
	1,384	949	435
	1,958	907	1,051
	12,935	16,074	-3,139
	7,257	16,140	-8,883
	7,971	8,700	-729
	5,020	5,709	-689
	9,619	9,123	496
	12,244	12,380	-136
	4,994	7,114	-2,120
	11,131	13,112	-1,981
	591	603	-12
	8,675	9,100	-425
	23,710	24,651	-941
	8,254	7,958	296
	629	482	147
	292	328	-36
	2,128	1,401	727
	711	580	131
	12,287	7,019	5,268
	20,525	13,682	6,843
	2,320	1,371	949
	12,483	11,233	1,250
	18,732	15,230	3,502
	2,084	1,271	813
	651	603	48
	942	597	345
	1,455	1,255	200
	8,917	4,921	3,996
	740	427	313
	20,394	25,478	-5,084
	339	131	208
	736	570	166
	9,952	11,041	-1,089
	15,083	20,387	-5,304
	25,565	22,251	3,314
	16,068	11,245	4,823
	1,950	1,173	777
	2,860	3,686	-826
	1,876	1,633	243
	30,000	29,926	74
	45,000	45,339	-339
	40,000	40,000	0
	30,000	30,456	-456
	30,000	29,996	4
	30,000	30,000	0
	40,000	39,980	20
	27,000	26,651	349
	30,000	30,000	0
	39,909	38,285	1,624
	40,000	38,781	1,219
	30,000	29,684	316
	30,000	30,000	0
	29,998	30,098	-100
	413	29,055	-28,642
	15,000	15,041	-41
	15,000	15,081	-81
	40,000	40,000	0
	40,000	40,000	0
	47,125	50,273	-3,148
	106,821	114,162	-7,341
	30,000	30,000	0
	53,665	63,363	-9,698
	87,500	88,183	-683
	4	186	-182
	13		13

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			-58
b			-18
c			-30
d			-195
e			34
			-41
			109
			-47
			27
			-50
			-7
			42
			44
			254
			559
			61
			84
			1,326
			114
			429
			-76
			1,626
			-76
			232
			353
			27
			2,755
			333
			405
			-795
			151
			194
			-48
			-2,023
			106
			-7,296
			-1,074
			-143
			18
			-20
			221
			19
			42
			1,228
			40
			-2,107
			4,588
			1,328
			23
			849
			2,884
			16,904
			1,581
			592
			273
			2,231
			10,566
			2,402
			-323
			18,491
			5,089
			533
			228
			-38
			67
			-2,877
			29
			22
			-80
			64
			-8
			9
			-4,937
			-33
			-12
			12,543
			-21
			21,033
			40
			663
			-4,689
			351
			114
			156
			13,119
			2,868
			-7,019
			219
			6,411
			2,477
			480
			435
			1,051
			-3,139
			-8,883
			-729
			-689
			496
			-136
			-2,120
			-1,981
			-12
			-425
			-941
			296
			147
			-36
			727
			131
			5,268
			6,843
			949
			1,250
			3,502
			813
			48
			345
			200
			3,996
			313
			-5,084
			208
			166
			-1,089
			-5,304
			3,314
			4,823
			777
			-826
			243
			74
			-339
			0
			-456
			4
			0
			20
			349
			0
			1,624
			1,219
			316
			0
			-100
			-28,642
			-41
			-81
			0
			0
			-3,148
			-7,341
			0
			-9,698
			-683
			-182
			13

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	63,774
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 ...................		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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	2,364
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	2,364
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	2,364
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a
b	Exempt foreign organizations—tax withheld at source......	6b
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	0
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	79
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	2,443
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax	Refunded	11

Form 990-PF (2023)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

n/a

The books are in care of right arrow

Dr Christopher Clark Telephone no. right arrow

(305) 448-9022

Located at right arrow

17111 Biscayne Blvd Unit 2210North Miami BeachFL ZIP+4 right arrow

33160

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2023)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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
Dr Christopher Clark	Trustee 5.00	0	0	0
17111 Biscayne Blvd Unit 2210 North Miami Beach,FL33160	Trustee 5.00	0	0	0
Sanford J Nusbaum	Trustee 5.00	0	0	0
17111 Biscayne Blvd Unit 2210 North Miami Beach,FL33160	Trustee 5.00	0	0	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

Form 990-PF (2023)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. right 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)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

2,768,472

Average of monthly cash balances.......................

166,508

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

2,934,980

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

2,934,980

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

44,025

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

2,890,955

Minimum investment return. Enter 5% (0.05) of line 5................

144,548

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.)

Minimum investment return from Part IX, line 6..................

144,548

Tax on investment income for 2022 from Part V, line 5.......

2,364

Income tax for 2022. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

2,364

Distributable amount before adjustments. Subtract line 2c from line 1............

142,184

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

142,184

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

142,184

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

302,780

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

302,780

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					142,184
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......				0
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2022:
a From 2018......	18,465
b From 2019......	128,799
c From 2020......	161,461
d From 2021......
e From 2022......	291,182
f Total of lines 3a through e ........		599,907
4Qualifying distributions for 2023 from Part
XI, line 4: $ 302,780
a Applied to 2022, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions).....			0
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2023 distributable amount.....					142,184
e Remaining amount distributed out of corpus		160,596
5 Excess distributions carryover applied to 2023.		0			0
(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		760,503
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2022. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2023. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2024 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2018 not applied on line 5 or line 7 (see instructions) ...		18,465
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......		742,038
10 Analysis of line 9:
a Excess from 2019....	128,799
b Excess from 2020....	161,461
c Excess from 2021....
d Excess from 2022....	291,182
e Excess from 2023....	160,596

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 4942(j)(3) or4942(j)(5)

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	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here right arrow

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
Actor's Playhouse 280 Miracle Mile Coral Gables,FL33134		PC	Unrestricted	11,500
American Cancer Society PO Box 17127 Tampa,FL33682		PC	Unrestricted	350
American Diabetes Association 2451 Crystal Drive Suite 900 Arlington,VA22202		PC	Unrestricted	100
Artists Against Anti-Semitism 1225 N Wells St Apt 1304 Chicago,IL606102519		PC	Unrestricted	4,300
Arts Council of Princeton 102 Witherspoon St Princeton,NJ085423204		PC	Unrestricted	1,291
ASCAP Foundation 250 West 57th Street New York,NY10107		PC	Unrestricted	500
Bladder Cancer Advocacy Network 4520 East West Highway Suite 610 Bethesda,MD20814		PC	Unrestricted	500
BlueCheck Charitable Foundation Inc 201 Allen Street Unit 10016 New york,NY10002		PC	Unrestricted	1,500
Bob Woodruff Foundation 1350 Broadway Suite 905 New York,NY10018		PC	Unrestricted	500
Brahmanda Saraswati Foundation 1750 Maharishi Center Ave Maharishi Vedic City,IA52556		PC	Unrestricted	41,750
Brahmanda Saraswati Yagya Foundation PO Box 46 Fairfield,IA52556		PC	Unrestricted	7,500
Broadway Cares 165 West 46th Street 1300 New York,NY10036		PC	Unrestricted	1,500
Broward Education Foundation 2300 W Copans Rd 5 Pompano Beach,FL33069		PC	Unrestricted	500
Community Food Bank of New Jersey 6735 Black Horse Pike Egg Harbor Twp,NJ08234		PC	Unrestricted	10,000
Congregation B'nai Israel 2200 Yamato Road Boca Raton,FL33431		PC	Unrestricted	500
Coral Gables Community Foundation 288 Aragon Ave Unit D Coral Gables,FL33134		PC	Unrestricted	1,000
D&R Greenway One Preservation Place Princeton,NJ08540		PC	Unrestricted	500
First Book 1319 F Street NW Suite 1000 Washington,DC20004		PC	Unrestricted	500
Folk Alliance International 601 Avenida Cesar E Chavez Suite 100 Kansas City,MO64108		PC	Unrestricted	500
Global Country of World Peace 2000 Capital Blvd Fairfield,IA52556		PC	Unrestricted	50,000
Greater Miami Jewish Federation 4200 Biscayne Blvd Miami,FL33137		PC	Unrestricted	1,000
Greenwood House 53 Walter St Ewing,NJ08628		PC	Unrestricted	750
Hitops 300 Witherspoon St Princeton,NJ08542		PC	Unrestricted	500
Humane Society of Sonoma County 5345 Hwy 12 W Santa Rosa,CA95407		PC	Unrestricted	1,000
Insight For The Blind 1401 NE 4th Ave Ft Lauderdale,FL33304		PC	Unrestricted	1,000
Jewish Federation of Princeton 213 Carnegie Center Box 2157 Princeton,NJ08543		PC	Unrestricted	3,500
John and Lillian Miles Lewis Foundation PO Box 44869 Atlanta,GA303369998		PC	Unrestricted	500
Let's Help the Next 138 E 12300 S Unit 965 Draper,UT84020		PC	Unrestricted	2,000
Longview Camp 1976 Genesee Rd Arcade,NY14009		PC	Unrestricted	2,000
Maharishi School Dr Robert Keith Wallace Drive Fairfield,IA52556		PC	Unrestricted	16,500
Memorial Hospital Foundation 3329 Johnson Street Hollywood,FL33021		PC	Unrestricted	2,500
Miami Book Fair 11011 SW 104 St Room 1102-01 Miami,FL33176		PC	Unrestricted	2,000
Music Will PO Box 43369 Montclair,NJ07043		PC	Unrestricted	500
Neptune Swimming 455 Ridway Ave Santa Rosa,CA95401		PC	Unrestricted	2,004
Nova Ukraine 963 Mears Ct Stanford,CA94305		PC	Unrestricted	1,500
Parkland 17 Memorial Foundation PO Box 8975 Coral Springs,FL33075		PC	Unrestricted	260
Penn Foundation 807 Lawn Ave Sellersville,PA18960		PC	Unrestricted	500
Planned Parenthood 123 William Street 10th Floor New York,NY10038		PC	Unrestricted	520
Princeton Symphony Orchestra PO Box 250 Princeton,NJ08542		PC	Unrestricted	500
Prostate Cancer Foundation 1250 Fourth Street Santa Monica,CA90401		PC	Unrestricted	100
Raam Raj Foundation 1900 Capital Blvd Fairfield,IA52556		PC	Unrestricted	21,000
Redwood Empire Food Bank 3990 Brickway Blvd Santa Rosa,CA95403		PC	Unrestricted	1,000
Sacramento Food Bank 1951 Bell Ave Sacramento,CA95838		PC	Unrestricted	1,000
Sacred Sun Ministries 2581 Glasgow Rd Fairfiled,IA525568543		PC	Unrestricted	4,000
Sharing Network - Riley's Dance 7 Westmount Drive Livingston,NJ07039		PC	Unrestricted	1,000
Simonton Cancer Center 29160 Heathercliff Rd 6607 Malibu,CA90264		PC	Unrestricted	1,000
Southern Poverty Law Center 400 Washington Ave Montgomery,AL36104		PC	Unrestricted	500
Temple Beth El 5101 Providence Charlotte,NC28226		PC	Unrestricted	250
Temple Sinai of N Dade 18801 NE 22nd Avenue Miami,FL33180		PC	Unrestricted	2,550
The Bee Conservancy 1632 1st Ave 28748 New York,NY10028		PC	Unrestricted	2,000
The KIND Fund 1201 L Street NW 2nd Floor Washington,DC20005		PC	Unrestricted	500
United Methodist Church of Belle Meade 121 Davidson Road Nashville,TN37205		PC	Unrestricted	500
University of Miami PO Box 248073 Coral Gables,FL33124		PC	Unrestricted	90,292
Vegan Outreach 3053 Freeport Blvd 282 Sacramento,CA95818		PC	Unrestricted	300
Why Hunger 505 Eighth Avenue Suite 2100 New York,NY10018		PC	Unrestricted	1,213
WNYC Radio 160 Varick Street 9th Floor New York,NY10013		PC	Unrestricted	250
Yale University 433 Temple St New Haven,CT06511		PC	Unrestricted	1,500
Total ................................. 3a				302,780

bApproved for future payment

Total ................................. 3b				0

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	(e) Related or exempt function income (See instructions.)
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 ...........
4 Dividends and interest from securities ....					106,276
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 ............					63,774
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		0		0	170,050

13Total. Add line 12, columns (b), (d), and (e)..................

170,050

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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.)
4	None, other than providing funds for the foundation's exempt purposes
7	None, other than providing funds for the foundation's exempt purposes
8	None, other than providing funds for the foundation's exempt purposes

Form 990-PF (2023)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2023)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2023 InvestmentsCorpBondsSchedule

Name:

Rita Morgan Charitable Foundation Inc

EIN:

81-4807744

Name of Bond	End of Year Book Value	End of Year Fair Market Value
JPMorgan - Fixed Income	1,304,112	1,297,091

- TIN:

TY 2023 InvestmentsCorpStockSchedule

Name:

Rita Morgan Charitable Foundation Inc

EIN:

81-4807744

Name of Stock	End of Year Book Value	End of Year Fair Market Value
JPMorgan - Equity Funds	21,462	20,568

- TIN:

TY 2023 InvestmentsOtherSchedule2

Name:

Rita Morgan Charitable Foundation Inc

EIN:

81-4807744

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
Wells Fargo 8372	AT COST	352,324	451,873
Wells Fargo 9885	AT COST	308,983	448,169
Wells Fargo 0528	AT COST	92,340	130,933
Wells Fargo 3625	AT COST	359,860	568,534

- TIN:

TY 2023 OtherIncreasesSchedule

Name:

Rita Morgan Charitable Foundation Inc

EIN:

81-4807744

Description	Amount
Other Gains/Losses	58,607

- TIN:

TY 2023 OtherProfessionalFeesSchedule

Name:

Rita Morgan Charitable Foundation Inc

EIN:

81-4807744

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Investment Management Fees	25,916	0		0