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 07-01-2023 , and ending 06-30-2024
Name of foundation
BLUE SKY FAMILY FOUNDATION-IMA
 
Number and street (or P.O. box number if mail is not delivered to street address)1153 PIKELAND ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHESTER SPRINGS, PA19425
A Employer identification number

30-0285433
B Telephone number (see instructions)

(610) 254-1199
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$5,689,141J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 132,396 132,229  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 505,644
b Gross sales price for all assets on line 6a 2,636,631
7 Capital gain net income (from Part IV, line 2)... 505,644
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,466 698  
12 Total. Add lines 1 through 11........ 641,506 638,571  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
923 0 0 923
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
4,815 2,889   1,926
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,573 1,629   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
34 34    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 9,345 4,552 0 2,849
25 Contributions, gifts, grants paid....... 262,500 262,500
26 Total expenses and disbursements. Add lines 24 and 25 271,845 4,552 0 265,349
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 369,661
b Net investment income (if negative, enter -0-) 634,019
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.............      
2 Savings and temporary cash investments......... 66,245 41,219 41,219
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
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).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,265,720 Click to see attachment
List of Attached Documents:
// Content
4,733,231 		5,647,922
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,331,965 4,774,450 5,689,141
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
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........ 4,331,965 4,774,450
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 4,331,965 4,774,450
30 Total liabilities and net assets/fund balances (see instructions). 4,331,965 4,774,450
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
4,331,965
2
Enter amount from Part I, line 27a .....................
2
369,661
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
76,091
4
Add lines 1, 2, and 3 ..........................
4
4,777,717
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
3,267
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,774,450
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 25000. TORONTO-DOMINION BANK 2.65% 6/12/24   2021-08-30 2023-07-20
b 180. COCA-COLA CO USD   2022-01-27 2023-07-31
c 80. COCA-COLA CO USD   2022-01-27 2023-07-31
d 9. DEERE & COMPANY   2022-11-03 2023-07-31
e 68. DEERE & COMPANY   2017-06-16 2023-07-31
4. MC DONALDS CORPORATION COMMON   2022-11-01 2023-07-31
33. MC DONALDS CORPORATION COMMON   2022-06-22 2023-07-31
50. NEXTERA ENERGY INC   2023-02-10 2023-07-31
100. NEXTERA ENERGY INC   2021-10-07 2023-07-31
54. NIKE INC CL B   2022-08-01 2023-07-31
42. NIKE INC CL B   2023-02-17 2023-07-31
37. NIKE INC CL B   2015-04-21 2023-07-31
53. ORACLE CORPORATION   2022-11-16 2023-07-31
39. ORACLE CORPORATION   2022-10-31 2023-07-31
170. SHOPIFY INC-A W/I   2023-06-01 2023-07-31
310. SYNCHRONY FINANCIAL   2017-05-22 2023-07-31
25. T -MOBILE US INC   2022-02-25 2023-07-31
74. T -MOBILE US INC   2022-02-18 2023-07-31
450. DEVON ENERGY CORPORATION NEW   2023-02-15 2023-08-02
25000. SIMON PROPERTY GROUP 2.0% 9/13/24   2021-08-31 2023-08-08
8. HUMANA INC COM   2022-09-02 2023-08-16
17. HUMANA INC COM   2022-09-02 2023-08-17
62. SALESFORCE COM INC   2023-03-15 2023-08-21
25000. SUMITOMO MITSUI FINL 2.696% 7/16/24   2021-08-30 2023-08-21
146. ADVANCED MICRO DEVICES INC   2019-01-09 2023-08-31
220. ALCOA UPSTREAM CORP   2023-01-27 2023-08-31
190. ALCOA UPSTREAM CORP   2023-03-01 2023-08-31
51. BOEING COMPANY   2022-11-08 2023-08-31
37. FACEBOOK INC   2023-01-26 2023-08-31
66. HONEYWELL INTL INC   2004-12-01 2023-08-31
33. MASTERCARD INC   2021-11-19 2023-08-31
133. MERCK & CO INC   2022-10-10 2023-08-31
125. ORACLE CORPORATION   2022-10-31 2023-08-31
13. REGENERON PHARMACEUTICALS INC   2022-09-23 2023-08-31
600. SOUTHWESTERN ENERGY CO   2022-10-24 2023-08-31
124. T -MOBILE US INC   2017-06-08 2023-08-31
2180. SOUTHWESTERN ENERGY CO   2022-10-24 2023-09-01
52. BOEING COMPANY   2022-11-08 2023-09-25
39. CHARTER COMMUNICATIONS INC-A   2023-01-27 2023-09-25
24. COSTCO WHSL CORP NEW   2021-06-23 2023-09-25
480. ENBRIDGE INC   2022-12-16 2023-09-25
58. HONEYWELL INTL INC   2004-12-01 2023-09-25
183. OLIN CORP COM PAR $1   2023-02-21 2023-09-25
1240. PELOTON INTERACTIVE INC-A   2023-07-31 2023-09-25
189. RAYTHEON TECHNOLOGIES CORP   2021-02-05 2023-09-25
77. STRYKER CORP   2023-01-18 2023-09-25
77. OLIN CORP COM PAR $1   2023-03-03 2023-09-26
25000. HSBC HOLDINGS PLC 3.803% 3/11/25   2021-09-29 2023-10-03
230. BAXTER INTL INC COM   2023-07-31 2023-10-13
25000. B B & T CORPORATION 2.5% 8/01/24   2021-08-27 2023-10-18
157. HESS CORP   2023-06-30 2023-10-24
222. MERCK & CO INC   2022-10-10 2023-11-10
610. EQT CORP COM   2023-06-30 2023-12-14
37. FACEBOOK INC   2023-01-26 2023-12-14
38. KLA TENCOR CORP   2019-10-24 2023-12-14
21. ESTEE LAUDER COMPANIES INC CL A   2023-01-26 2023-12-14
80. ESTEE LAUDER COMPANIES INC CL A   2021-04-16 2023-12-14
54. MASTERCARD INC   2021-11-24 2023-12-14
177. ORACLE CORPORATION   2022-11-01 2023-12-14
420. EXELON CORP   2015-08-21 2023-12-18
5246.59 ARISTOTLE FLTNG RT INC-I   2021-05-13 2024-01-02
3818.034 BNY MELLON MID CAP STK FD CL M   2023-12-13 2024-01-02
24237.314 BNY MELLON MID CAP STK FD CL M   2004-12-01 2024-01-02
1340. ISHARES TR S & P SMALL CAP 600   2021-05-13 2024-01-02
20000. LLOYDS BANKING GROUP 3.87% 7/09/25   2021-08-30 2024-01-03
20000. VERIZON COMMUNICATIO 3.376% 2/15/25   2021-08-30 2024-01-04
92. ABBOTT LABORATORIES   2023-01-13 2024-01-08
186. ABBOTT LABORATORIES   2014-04-08 2024-01-08
47. ASSURANT INC   2023-08-17 2024-01-08
430. BAKER HUGHES A GE CO   2022-05-03 2024-01-08
29. COSTCO WHSL CORP NEW   2011-08-22 2024-01-08
86. ILLINOIS TOOL WORKS INC COM   2014-08-15 2024-01-08
50. MC DONALDS CORPORATION COMMON   2022-06-22 2024-01-08
57. S & P GLOBAL INC   2019-06-05 2024-01-08
27. EVEREST RE GRP LTD   2023-04-19 2024-01-08
13. EVEREST RE GRP LTD   2023-10-24 2024-01-08
30. ASSURANT INC   2023-08-16 2024-01-09
33. ASSURANT INC   2023-08-21 2024-01-10
51. ASSURANT INC   2023-08-18 2024-01-11
100. BUNGE GLOBAL SA   2024-01-08 2024-01-22
25000. BANK OF AMERICA CORP 3.366% 1/23/26   2022-01-03 2024-02-12
320. AMERICAN INTERNATIONAL GROUP   2018-12-19 2024-02-21
88. AMERIPRISE FINL INC   2021-02-19 2024-02-21
320. AMPHENOL CORP NEW   2022-11-01 2024-02-21
650. BOSTON SCIENTIFIC CORP COM   2022-11-02 2024-02-21
14. BROADCOM INC   2022-05-19 2024-02-21
33. ELI LILLY & CO COM   2021-11-05 2024-02-21
27. THERMO ELECTRON CORP   2019-02-28 2024-02-21
36. ACCENTURE PLC IRELAND SHS CL A   2022-08-03 2024-02-21
25000. ORACLE CORP 2.5% 4/01/25   2021-08-27 2024-03-07
41. ANTHEM INC   2022-10-10 2024-03-20
580. BANK AMER CORP   2015-02-25 2024-03-20
300. CSX CORP COM   2017-01-13 2024-03-20
360. COCA-COLA CO USD   2019-08-08 2024-03-20
420. CORNING INC COM   2023-02-17 2024-03-20
529. EXXON MOBIL CORP   2022-10-10 2024-03-20
1. GENUINE PARTS CO   2023-06-08 2024-03-20
67. GENUINE PARTS CO   2023-03-06 2024-03-20
36. MARTIN MARIETTA MATLS INC   2022-08-31 2024-03-20
140. MICROCHIP TECHNOLOGY INC   2023-03-03 2024-03-20
99. NIKE INC CL B   2015-04-21 2024-03-20
26. NORTHROP GRUMMAN CORP   2023-09-25 2024-03-20
70. PROCTER & GAMBLE CO COM   2022-09-14 2024-03-20
300. SHELL PLC-W/I-ADR   2024-01-08 2024-03-20
210. SYNCHRONY FINANCIAL   2020-07-13 2024-03-20
140. VOYA FINANCIAL INC   2016-01-19 2024-03-20
25000. CREDIT SUISSE NEW YO 2.95% 4/09/25   2021-08-30 2024-03-21
25000. MITSUBISHI UFJ FIN G 2.193% 2/25/25   2022-01-04 2024-04-02
16. DEERE & COMPANY   2017-06-16 2024-04-09
40. INTUITIVE SURGICAL INC   2023-06-30 2024-04-09
105. J P MORGAN CHASE & CO   2023-04-12 2024-04-09
73. ELI LILLY & CO COM   2020-06-23 2024-04-09
46. MARATHON PETROLEUM CORP   2023-12-14 2024-04-09
170. NEXTERA ENERGY INC   2018-05-09 2024-04-09
130. PROGRESSIVE CORP OHIO   2024-02-21 2024-04-09
230. PUBLIC SERVICE ENTERPRISE GROUP INC COM   2022-04-08 2024-04-09
13. REGENERON PHARMACEUTICALS INC   2022-09-23 2024-04-09
13. THERMO ELECTRON CORP   2019-02-28 2024-04-09
140. TWILIO INC - A   2023-06-01 2024-04-09
53. EATON CORP PLC   2012-11-30 2024-04-09
59. ABBVIE INC   2024-02-21 2024-04-25
205. ABBVIE INC   2019-09-20 2024-04-25
140. CF INDS HLDGS INC   2024-03-20 2024-05-07
560. INTERPUBLIC GROUP OF COMPANIES INC   2024-01-08 2024-05-08
25000. JOHN DEERE CAPITAL C 4.8% 1/09/26   2023-01-05 2024-05-16
25000. BANK OF NOVA SCOTIA 1.3% 6/11/25   2021-08-31 2024-05-22
20000. MORGAN STANLEY   2021-08-27 2024-06-06
320. INTEL CORPORATION   2023-12-14 2024-06-12
250. SHOPIFY INC-A W/I   2024-01-08 2024-06-12
170. SHOPIFY INC-A W/I   2023-06-01 2024-06-12
39. NORTHROP GRUMMAN CORP   2023-09-25 2024-06-24
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(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 24,316   26,438 -2,122
b 11,121   11,164 -43
c 4,958   4,858 100
d 3,859   3,559 300
e 29,157   8,702 20,455
1,169   1,091 78
9,640   8,040 1,600
3,658   3,728 -70
7,315   8,260 -945
5,955   6,193 -238
4,632   5,234 -602
4,080   1,853 2,227
6,187   4,230 1,957
4,556   3,095 1,461
11,427   9,857 1,570
10,684   7,311 3,373
3,440   3,136 304
10,182   9,263 919
22,339   25,744 -3,405
24,036   25,913 -1,877
3,955   3,880 75
8,348   8,246 102
12,781   11,211 1,570
24,298   26,349 -2,051
15,404   3,059 12,345
6,616   11,622 -5,006
5,714   10,141 -4,427
11,479   9,243 2,236
11,012   5,432 5,580
12,410   2,270 10,140
13,610   11,329 2,281
14,561   13,417 1,144
15,044   9,723 5,321
10,758   9,390 1,368
4,043   4,073 -30
16,899   10,085 6,814
14,757   14,045 712
10,219   8,797 1,422
17,112   15,690 1,422
13,354   10,229 3,125
16,527   18,461 -1,934
11,066   1,995 9,071
8,534   11,071 -2,537
5,411   12,022 -6,611
13,466   13,792 -326
22,043   19,466 2,577
3,540   4,612 -1,072
24,683   26,672 -1,989
7,310   10,433 -3,123
24,268   26,344 -2,076
24,432   22,646 1,786
22,464   20,094 2,370
23,025   25,722 -2,697
12,279   5,432 6,847
22,028   6,374 15,654
3,083   5,709 -2,626
11,745   21,796 -10,051
22,669   17,900 4,769
17,835   13,392 4,443
14,426   11,230 3,196
50,000   51,154 -1,154
60,783   59,905 878
385,858   289,310 96,548
143,794   145,949 -2,155
19,798   21,660 -1,862
19,609   21,671 -2,062
10,246   10,442 -196
20,714   12,671 8,043
7,801   6,960 841
13,768   13,298 470
19,006   2,836 16,170
21,992   7,464 14,528
14,420   12,182 2,238
24,489   12,489 12,000
9,869   10,107 -238
4,752   5,156 -404
4,921   4,257 664
5,387   4,674 713
8,366   7,145 1,221
8,899   9,832 -933
24,478   26,267 -1,789
21,894   11,430 10,464
34,719   19,658 15,061
33,465   24,197 9,268
42,570   28,432 14,138
16,992   7,489 9,503
24,389   9,147 15,242
14,828   9,820 5,008
12,970   9,616 3,354
24,224   26,212 -1,988
21,069   19,193 1,876
20,870   11,894 8,976
11,107   3,868 7,239
21,746   19,430 2,316
13,675   14,835 -1,160
59,499   55,349 4,150
155   154 1
10,365   11,628 -1,263
21,680   12,492 9,188
12,117   11,486 631
9,859   4,959 4,900
12,194   11,081 1,113
11,323   10,031 1,292
19,903   19,343 560
8,904   4,807 4,097
10,006   4,249 5,757
24,333   26,712 -2,379
24,276   25,481 -1,205
6,592   2,048 4,544
15,493   13,664 1,829
20,641   14,148 6,493
55,077   11,826 43,251
9,696   6,849 2,847
11,059   7,787 3,272
26,644   24,594 2,050
15,398   15,727 -329
12,227   8,968 3,259
7,627   3,377 4,250
8,595   9,428 -833
16,656   3,989 12,667
9,852   10,283 -431
34,232   15,082 19,150
10,422   12,097 -1,675
17,284   18,623 -1,339
24,916   24,985 -69
23,923   25,313 -1,390
19,689   22,182 -2,493
10,018   14,717 -4,699
16,188   19,336 -3,148
11,008   9,857 1,151
16,783   16,622 161
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
      62,610
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -2,122
b       -43
c       100
d       300
e       20,455
      78
      1,600
      -70
      -945
      -238
      -602
      2,227
      1,957
      1,461
      1,570
      3,373
      304
      919
      -3,405
      -1,877
      75
      102
      1,570
      -2,051
      12,345
      -5,006
      -4,427
      2,236
      5,580
      10,140
      2,281
      1,144
      5,321
      1,368
      -30
      6,814
      712
      1,422
      1,422
      3,125
      -1,934
      9,071
      -2,537
      -6,611
      -326
      2,577
      -1,072
      -1,989
      -3,123
      -2,076
      1,786
      2,370
      -2,697
      6,847
      15,654
      -2,626
      -10,051
      4,769
      4,443
      3,196
      -1,154
      878
      96,548
      -2,155
      -1,862
      -2,062
      -196
      8,043
      841
      470
      16,170
      14,528
      2,238
      12,000
      -238
      -404
      664
      713
      1,221
      -933
      -1,789
      10,464
      15,061
      9,268
      14,138
      9,503
      15,242
      5,008
      3,354
      -1,988
      1,876
      8,976
      7,239
      2,316
      -1,160
      4,150
      1
      -1,263
      9,188
      631
      4,900
      1,113
      1,292
      560
      4,097
      5,757
      -2,379
      -1,205
      4,544
      1,829
      6,493
      43,251
      2,847
      3,272
      2,050
      -329
      3,259
      4,250
      -833
      12,667
      -431
      19,150
      -1,675
      -1,339
      -69
      -1,390
      -2,493
      -4,699
      -3,148
      1,151
      161
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 505,644
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 8,813
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 8,813
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 8,813
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 3,888
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,888
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 4,925
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowPA
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 arrowN/A
14
The books are in care ofright arrowBNY MELLON NA Telephone no.right arrow (610) 254-1199

Located atright arrowPO BOX 185PITTSBURGHPA ZIP+4right arrow152300185
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
RANNEY R MORAN TRUSTEE
0 		0    
1153 PIKELAND RD BOX 250B
CHESTER SPRINGS,PA19425
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
5,315,260
b
Average of monthly cash balances.......................
1b
122,068
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,437,328
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
5,437,328
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
81,560
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,355,768
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
267,788
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
267,788
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
8,813
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,813
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
258,975
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
258,975
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
258,975
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
265,349
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
265,349
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 7 258,975
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...... 0
b From 2019...... 3,512
c From 2020...... 0
d From 2021...... 43,520
e From 2022...... 0
f Total of lines 3a through e ........ 47,032
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 265,349
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..... 258,975
e Remaining amount distributed out of corpus 6,374
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 53,406
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) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		53,406
10 Analysis of line 9:
a Excess from 2019.... 3,512
b Excess from 2020.... 0
c Excess from 2021.... 43,520
d Excess from 2022.... 0
e Excess from 2023.... 6,374
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

HISTORIC YELLOW SPRINGS INC

PO BOX 62
CHESTER SPRINGS,PA19425 		NONE PC GENERAL OPERATING 7,500

PAOLI MEMORIAL HOSPITAL FOUNDATION

255 WEST LANCASTER AVENUE
PAOLI,PA193011763 		NONE PC GENERAL OPERATING 50,000

COMMUNITY COALITION

10 WEST MAIN STREET
PHOENIXVILLE,PA194600000 		NONE PC GENERAL OPERATING 20,000

ANSELMA MILL

1730 CONESTOGA ROAD
CHESTER SPRINGS,PA194250042 		NONE PC GENERAL OPERATING 7,500

LIVING CLASSROOM

183 HILLVIEW AVE
LOS ALTOS,CA940223742 		NONE PC GENERAL OPERATING 20,000

NATURAL LANDS TRUST

339 PLEASANT VALLEY ROAD
MENDHAM,NJ07945 		NONE PC GENERAL OPERATING 5,000

THORNCROFT

190 LINE ROAD
MALVERN,PA19355 		NONE PC GENERAL OPERATING 10,000

THE CLINIC

143 CHURCH STREET
PHEONIXVILLE,PA19460 		NONE PC GENERAL OPERATING 22,500

PHILADELPHIA MUSEUM OF ART

PHILADELPHIA MUSEUM OF ART
PHIADELPHIA,PA19130 		NONE PC GENERAL OPERATING 25,000

BRANDYWINE CONSERVANCY

1 HOFFMANS MILL ROAD
CHADD FORD,PA19317 		NONE PC GENERAL OPERATING 2,500

ACADEMY OF NATURAL SCIENCES

1900 BENJAMIN FRANKLIN PARKWAY
PHILADELPHIA,PA19103 		NONE PC GENERAL OPERATING 10,000

STROUD WATER RESEARCH CENTER

970 SPENCER ROAD
AVONDALE,PA19311 		NONE PC GENERAL OPERATING 5,000

AUDUBON AT MILL GROVE

1201 PAWLINGS ROAD
AUDBORN,PA19403 		NONE PC GENERAL OPERATING 20,000

CHESTER COUNTY FOOD BANK

650 PENNSYLVANIA DRIVE
EXTON,PA19341 		NONE PC GENERAL OPERATING 25,000

FRENCH & PICKERING CREEK TRUST

511 KIMBERTON ROAD
PHEONIXVILLE,PA19460 		NONE PC GENERAL OPERATING 25,000

BAKER INDUSTRIES

184 PENNSYLVANIA AVENUE
MALVERN,PA19355 		NONE PC GENERAL OPERATING 7,500
Total .................................right arrow 3a 262,500
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 132,396  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 505,644  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    1 698  
bFEDERAL TAX REFUND     1 2,768  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   641,506  
13Total. Add line 12, columns (b), (d), and (e)..................
13
641,506
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
BLUE SKY FAMILY FOUNDATION-IMA
EIN:
30-0285433
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 923     923

TY 2023 InvestmentsOtherSchedule2
Name:
BLUE SKY FAMILY FOUNDATION-IMA
EIN:
30-0285433
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
87165B103 SYNCHRONY FINANCIAL      
150870103 CELANESE CORP DEL      
20030N101 COMCAST CORP NEW CL      
852234103 SQUARE INC - A AT COST 19,174 18,702
G5960L103 MEDTRONIC PLC AT COST 45,228 41,716
00724F101 ADOBE SYS INC COM      
023135106 AMAZON COM INC AT COST 58,206 124,840
03027X100 AMERICAN TOWER CORP-      
05569M855 BNY MELLON EMERGING      
166764100 CHEVRONTEXACO CORP AT COST 17,735 17,832
30161N101 EXELON CORP      
026874784 AMERICAN INTERNATION AT COST 4,992 14,106
05587K865 BNYM SELECT MGR S/C      
101137107 BOSTON SCIENTIFIC CO      
70450Y103 PAYPAL HOLDINGS INC      
78409V104 S & P GLOBAL INC      
29444U700 EQUINIX INC      
438516106 HONEYWELL INTL INC      
464287465 ISHARES MSCI EAFE IN AT COST 174,981 208,984
46625H100 J P MORGAN CHASE & C AT COST 30,462 60,678
723787107 PIONEER NAT RES CO      
05569M780 BNY MELLON S/T US GV      
05587K857 BNYM INTL STCK-Y AT COST 137,635 213,332
244199105 DEERE & COMPANY      
654106103 NIKE INC CL B      
742718109 PROCTER & GAMBLE CO      
64110L106 NETFLIX COM INC AT COST 10,570 16,197
883556102 THERMO ELECTRON CORP      
91324P102 UNITED HEALTH GROUP AT COST 23,624 44,815
91913Y100 VALERO ENERGY CORP N      
92826C839 VISA INC      
G06242104 ATLASSIAN CORP PLC-C      
G29183103 EATON CORP PLC AT COST 5,416 46,092
05569M509 BNY MELLON MID CAP S      
05587K824 BNYM SEL MGR S/C VAL      
060505104 BANK AMER CORP AT COST 16,569 17,499
12572Q105 CME GROUP INC AT COST 39,325 39,910
22160K105 COSTCO WHSL CORP NEW      
30303M102 FACEBOOK INC      
437076102 HOME DEPOT INC USD 0      
594918104 MICROSOFT CORP COM AT COST 81,667 209,620
609207105 MONDELEZ INTERNATION      
79466L302 SALESFORCE COM INC      
929089100 VOYA FINANCIAL INC AT COST 3,932 10,673
002824100 ABBOTT LABORATORIES      
05569M814 BNY MELLON INTERMEDI      
110122108 BRISTOL MYERS SQUIBB      
126650100 CVS CORP      
872590104 T -MOBILE US INC      
882508104 TEXAS INSTRUMENTS IN      
126408103 CSX CORP COM      
452308109 ILLINOIS TOOL WORKS      
595112103 MICRON TECHNOLOGY      
65339F101 NEXTERA ENERGY INC      
718172109 PHILIP MORRIS INTERN AT COST 13,226 13,173
007903107 ADVANCED MICRO DEVIC      
02079K305 ALPHABET INC/CA AT COST 72,134 167,760
037833100 APPLE COMPUTER INC C AT COST 69,145 139,009
254687106 DISNEY (WALT) COMPAN AT COST 24,288 20,950
22788C105 CROWDSTRIKE HOLDINGS      
532457108 ELI LILLY & CO COM      
816851109 SEMPRA ENERGY      
89832Q109 TRUIST FINL CORP      
009158106 AIR PRODUCTS AND CHE      
15135B101 CENTENE CORP DEL      
191216100 COCA-COLA CO USD      
461202103 INTUIT INC COM      
55024U109 LUMENTUM HOLDINGS IN      
88339J105 TRADE DESK INC/THE      
G8994E103 TRANE TECHNOLOGIES P AT COST 2,349 31,248
67066G104 NVIDIA CORP AT COST 49,164 205,076
16119P108 CHARTER COMMUNICATIO      
482480100 KLA TENCOR CORP      
75513E101 RAYTHEON TECHNOLOGIE      
00287Y109 ABBVIE INC      
83088M102 SKYWORKS SOLUTIONS I      
538034109 LIVE NATION INC      
69447T771 P F FLOATING RATE IN      
05588F709 BNYM GLBL RL EST SEC AT COST 67,286 54,630
46434G103 ISHARES CORE MSCI EM      
518439104 ESTEE LAUDER COMPANI      
G46188101 HORIZON THERAPEUTICS      
235851102 DANAHER CORP COMMON AT COST 40,928 45,223
44134R735 HOTCHKIS & WILEY HIG      
258620301 DOUBLELINE CORE FIXE      
828806109 SIMON PPTY GROUP INC      
09857L108 BOOKING HOLDINGS INC      
464287804 ISHARES TR S & P SMA AT COST 212,185 235,185
302491303 F M C CORP COM NEW      
37045V100 GENERAL MOTORS CO AT COST 15,604 17,190
03076C106 AMERIPRISE FINL INC      
20030NCS8 COMCAST CORP AT COST 22,321 19,685
606822BN3 MITSUBISHI UFJ FIN G      
86562MBM1 SUMITOMO MITSUI FINL      
89236TGT6 TOYOTA MOTOR CREDIT      
G1151C101 ACCENTURE PLC IRELAN      
437076CN0 HOME DEPOT INC AT COST 24,968 23,663
46647PAY2 JPMORGAN CHASE & CO      
580135101 MC DONALDS CORPORATI      
744573106 PUBLIC SERVICE ENTER      
828807DG9 SIMON PROPERTY GROUP      
87612EBL9 TARGET CORP      
88160R101 TESLA MOTORS INC      
00206RDQ2 A T & T INC      
064159VL7 BANK OF NOVA SCOTIA      
24422EVC0 JOHN DEERE CAPITAL C      
26614N102 DUPONT DE NEMOURS IN      
404280BZ1 HSBC HOLDINGS PLC      
91159HHK9 U S BANCORP      
G7997R103 SEAGATE TECHNOLOGY H      
037833CJ7 APPLE INC AT COST 25,043 24,100
06738EBL8 BARCLAYS PLC AT COST 26,138 24,375
126650CL2 C V S HEALTH CORP AT COST 22,031 19,637
693475AV7 PNC FINANCIAL SERVIC      
92343VEN0 VERIZON COMMUNICATIO      
06367WHH9 BANK OF MONTREAL      
11135F101 BROADCOM INC      
21684AAF3 COOPERATIEVE RABOBAN AT COST 22,174 19,252
22550L2C4 CREDIT SUISSE NEW YO      
6174468C6 MORGAN STANLEY      
822582BZ4 SHELL INTERNATIONAL      
961214EC3 WESTPAC BKG CORP      
00206R102 AT&T INC AT COST 28,799 31,340
02209S103 ALTRIA GROUP INC      
06051GGZ6 BANK OF AMERICA CORP      
110122CN6 BRISTOL-MYERS SQUIBB AT COST 21,958 19,281
377372AM9 GLAXOSMITHKLINE CAP      
38145GAH3 GOLDMAN SACHS GROUP AT COST 21,769 19,196
517834107 LAS VEGAS SANDS CORP AT COST 20,917 26,108
53944YAL7 LLOYDS BANKING GROUP      
025816CV9 AMERICAN EXPRESS CO      
05531FBH5 B B & T CORPORATION      
05722G100 BAKER HUGHES A GE CO      
458140AS9 INTEL CORP AT COST 25,632 24,570
464288273 ISHARES MSCI EAFE SM      
57636Q104 MASTERCARD INC      
68389XBT1 ORACLE CORP      
89114QCA4 TORONTO-DOMINION BAN      
95000U2N2 WELLS FARGO & CO AT COST 24,242 24,276
02665WDD0 AMERICAN HONDA FINAN      
172967MQ1 CITIGROUP INC AT COST 26,719 24,493
254687FV3 WALT DISNEY COMPANY/      
571903202 MARRIOTT INTERNATION      
717081103 PFIZER INC COM      
78013XZU5 ROYAL BANK OF CANADA      
00206RGL0 A T & T INC AT COST 19,033 19,303
00771X419 G Q G PART EMERG MKT AT COST 96,725 135,165
013872106 ALCOA UPSTREAM CORP      
020002101 ALLSTATE CORP COM AT COST 23,008 27,781
025816DB2 AMERICAN EXPRESS CO AT COST 26,123 25,607
032095101 AMPHENOL CORP NEW      
036752103 ANTHEM INC      
03990B101 ARES MANAGEMENT CORP AT COST 19,657 25,856
04045F592 ARISTOTLE FLTNG RT I AT COST 155,764 152,090
05565QDN5 B P CAP MKTS PLC AT COST 24,203 23,691
06368LGV2 BANK OF MONTREAL AT COST 25,368 25,037
097023105 BOEING COMPANY      
13607HR61 CANADIAN IMPERIAL BA AT COST 23,757 23,936
219350105 CORNING INC COM      
233203421 DFA EMERG MKTS CORE AT COST 85,974 112,647
24422EWP0 JOHN DEERE CAPITAL C      
25179M103 DEVON ENERGY CORPORA      
29250N105 ENBRIDGE INC      
30231G102 EXXON MOBIL CORP      
30303M8G0 META PLATFORMS INC AT COST 23,655 24,002
31618H283 FIDELITY ADV INTL SM AT COST 76,150 83,369
35671D857 FREEPORT-MCMORAN COP AT COST 28,383 30,618
372460105 GENUINE PARTS CO      
444859102 HUMANA INC COM      
464287457 ISHARES 1-3 YEAR TRE AT COST 323,960 327,008
46647PDG8 JPMORGAN CHASE & CO AT COST 24,989 24,744
573284106 MARTIN MARIETTA MATL      
58933Y105 MERCK & CO INC      
595017104 MICROCHIP TECHNOLOGY      
680665205 OLIN CORP COM PAR $1      
68389X105 ORACLE CORPORATION      
693475BR5 P N C FINANCIAL SERV AT COST 24,932 25,274
70450YAD5 PAYPAL HLDGS INC AT COST 24,040 23,661
716973AC6 PFIZER INVESTMENT EN AT COST 24,833 24,562
747525103 QUALCOMM INC      
75886F107 REGENERON PHARMACEUT      
77958B204 T ROWE PRICE INST HI AT COST 76,450 79,104
78016EZD2 ROYAL BANK OF CANADA AT COST 24,457 23,991
80105N105 SANOFI-SYNTHELABO AT COST 30,941 29,597
806857108 SCHLUMBERGER LIMITED AT COST 39,948 33,970
822582BT8 SHELL INTL FIN AT COST 19,621 19,231
82509L107 SHOPIFY INC-A W/I      
845467109 SOUTHWESTERN ENERGY      
863667101 STRYKER CORP      
89236TKQ7 TOYOTA MOTOR CREDIT AT COST 25,377 24,764
90138F102 TWILIO INC - A      
91159HJH4 U S BANCORP AT COST 20,381 20,034
961214FA6 WESTPAC BANKING CORP AT COST 24,971 24,573
G3223R108 EVEREST RE GRP LTD      
G4863A108 INTERNATIONAL GAME T AT COST 25,185 18,005
00766Y513 CHAMPLAIN MID CAP FU AT COST 440,000 450,507
016255101 ALIGN TECHNOLOGY INC AT COST 29,038 19,797
031100100 AMETEK INC NEW AT COST 19,534 18,005
038222105 APPLIED MATERIALS IN AT COST 33,097 48,378
05964HAU9 BANCO SANTANDER SA AT COST 25,207 25,231
06051GLG2 BANK OF AMERICA CORP AT COST 24,968 24,961
075887109 BECTON DICKINSON AND AT COST 34,912 29,681
084670702 BERKSHIRE HATHAWAY I AT COST 52,986 61,834
09073M104 BIO-TECHNE CORP AT COST 13,540 13,614
16679L109 CHEWY INC - CLASS A AT COST 13,445 20,158
17275R102 CISCO SYS INC AT COST 38,212 34,682
172908105 CINTAS CORP AT COST 18,061 21,708
172967424 CITIGROUP INC AT COST 15,453 16,500
20825C104 CONOCOPHILLIPS AT COST 19,336 18,186
21037T109 CONSTELLATION ENERGY AT COST 24,984 44,059
22160N109 COSTAR GROUP INC AT COST 24,124 21,501
22550L2K6 CREDIT SUISSE NEW YO AT COST 24,838 24,794
24422EXH7 JOHN DEERE CAPITAL C AT COST 24,652 24,576
251526CW7 DEUTSCHE BANK NY AT COST 24,968 24,963
252131107 DEXCOM INC AT COST 12,157 9,977
25746U109 DOMINION RES INC VA AT COST 27,363 27,440
26884L109 EQT CORP COM AT COST 20,913 22,928
28176E108 EDWARDS LIFESCIENCES AT COST 24,950 24,940
320517105 FIRST HORIZON NATL C AT COST 12,692 13,247
337738AU2 FISERV INC AT COST 23,265 23,113
38141G104 GOLDMAN SACHS GROUP AT COST 22,399 26,235
384747101 GRAIL INC AT COST 652 377
404280DZ9 HSBC HOLDINGS PLC AT COST 24,553 25,188
443201108 HOWMET AEROSPACE INC AT COST 26,366 31,052
443573100 HUBSPOT INC AT COST 28,190 31,259
452327109 ILLUMINA INC AT COST 22,295 15,344
45687V106 INGERSOLL RAND INC AT COST 30,991 31,794
46120E602 INTUITIVE SURGICAL I AT COST 24,337 27,136
464287200 ISHARES S&P 500 INDE AT COST 69,735 80,443
49177J102 KENVUE INC AT COST 21,547 19,271
502431109 L3HARRIS TECHNOLOGIE AT COST 24,081 25,378
504922105 LABCORP HOLDINGS INC AT COST 11,724 12,007
53944YAZ6 LLOYDS BANKING GROUP AT COST 19,993 19,958
550021109 LULULEMON ATHLETICA AT COST 14,728 8,961
56585A102 MARATHON PETROLEUM C AT COST 12,953 15,093
61747YFA8 MORGAN STANLEY AT COST 19,962 19,921
651639106 NEWMONT MINING CORP AT COST 28,496 28,890
66987V109 NOVARTIS AG SPNSRD A AT COST 11,890 12,775
674599105 OCCIDENTAL PETROLEUM AT COST 23,347 23,951
681919106 OMNICOM GROUP INC CO AT COST 27,526 26,013
718546104 PHILLIPS 66 AT COST 19,492 17,505
759916109 REPLIGEN CORP AT COST 11,474 8,320
776696106 ROPER INDS INC NEW AT COST 31,636 33,256
778296103 ROSS STORES INC AT COST 14,261 14,096
780097BA8 ROYAL BANK OF SCOTLA AT COST 24,386 24,690
803607100 SAREPTA THERAPEUTICS AT COST 22,218 30,652
86562MCR9 SUMITOMO MITSUI FINL AT COST 24,806 25,270
89115A2S0 TORONTO-DOMINION BAN AT COST 25,068 25,088
89788MAN2 TRUIST FINANCIAL COR AT COST 24,480 25,175
90353T100 UBER TECHNOLOGIES IN AT COST 17,258 25,438
92338C103 VERALTO CORP-W/I AT COST 21,273 23,963
92343VER1 VERIZON COMMUNICATIO AT COST 19,634 19,447
98978V103 ZOETIS INC AT COST 20,237 19,416
G25508105 CRH ORD AT COST 26,289 29,242
G51502105 JOHNSON CTLS INTL PL AT COST 26,805 27,253
G7496G103 RENAISSANCERE HLDGS AT COST 17,029 19,669
H01301128 ALCON INC AT COST 12,004 11,580

TY 2023 OtherDecreasesSchedule
Name:
BLUE SKY FAMILY FOUNDATION-IMA
EIN:
30-0285433
Description Amount
MUTUAL FUND TIMING ADJUSTMENT 888
CV PURCHASE OF ACCRUED INTEREST 1,867
ROC ON CY SALES 41
PY RETURN OF CAPITAL ADJUSTMENT 126
COST BASIS ADJUSTMENT 345


TY 2023 OtherExpensesSchedule
Name:
BLUE SKY FAMILY FOUNDATION-IMA
EIN:
30-0285433
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES-DIVIDEND I 34 34   0


TY 2023 OtherIncomeSchedule2
Name:
BLUE SKY FAMILY FOUNDATION-IMA
EIN:
30-0285433
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 698 698  
FEDERAL TAX REFUND 2,768 0  


TY 2023 OtherIncreasesSchedule
Name:
BLUE SKY FAMILY FOUNDATION-IMA
EIN:
30-0285433
Description Amount
PY PURCHASE OF ACCRUED INTEREST 2,091
PY PENDING SALES 43,486
BNY MID CAP STK- MISSING COST ADJUSTMENT 30,514


TY 2023 OtherProfessionalFeesSchedule
Name:
BLUE SKY FAMILY FOUNDATION-IMA
EIN:
30-0285433
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 4,815 2,889   1,926


TY 2023 TaxesSchedule
Name:
BLUE SKY FAMILY FOUNDATION-IMA
EIN:
30-0285433
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,286 1,286   0
FEDERAL ESTIMATES - PRINCIPAL 1,944 0   0
FOREIGN TAXES ON NONQUALIFIED 343 343   0