Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE FRITZ AND MARY LEE DUDA FAMILY
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)2801 WOODSIDE STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DALLAS, TX75204
A Employer identification number

43-6765664
B Telephone number (see instructions)

(972) 616-8777
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$14,826,549J 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) 51,267
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 655,515 634,079  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
138,839
b Gross sales price for all assets on line 6a 6,654,078
7 Capital gain net income (from Part IV, line 2)... 95,814
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
337,612 92,003  
12 Total. Add lines 1 through 11........ 1,183,233 821,896  
Operating and Administrative Expenses 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)....... Click to see attachment
List of Attached Documents:
// Content
15,750 7,875   7,875
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
61,049 61,049   0
17 Interest............... 112,169 80,227   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
70,617 7,284   0
19 Depreciation (attach schedule) and depletion... 45,738 45,738  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
97,227 93,999   2,020
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 402,550 296,172   9,895
25 Contributions, gifts, grants paid....... 6,511,549 6,511,549
26 Total expenses and disbursements. Add lines 24 and 25 6,914,099 296,172   6,521,444
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -5,730,866
b Net investment income (if negative, enter -0-) 525,724
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 1,030,489 422,524 422,524
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 13,301,454 Click to see attachment
List of Attached Documents:
// Content
8,261,988 		7,989,584
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).......... 5,836,337 Click to see attachment
List of Attached Documents:
// Content
5,825,900 		6,365,085
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
61,301 		Click to see attachment
List of Attached Documents:
// Content
49,356 		Click to see attachment
List of Attached Documents:
// Content
49,356
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 20,229,581 14,559,768 14,826,549
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) Click to see attachment
List of Attached Documents:
// Content
59,161 		Click to see attachment
List of Attached Documents:
// Content
120,214
23 Total liabilities (add lines 17 through 22)......... 59,161 120,214
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 20,170,420 14,439,554
29 Total net assets or fund balances (see instructions)..... 20,170,420 14,439,554
30 Total liabilities and net assets/fund balances (see instructions). 20,229,581 14,559,768
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
20,170,420
2
Enter amount from Part I, line 27a .....................
2
-5,730,866
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
14,439,554
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
14,439,554
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b FROM PASSTHROUGH P    
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 6,566,995   6,515,239 51,756
b 30,112     30,112
c 13,946     13,946
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       51,756
b       30,112
c       13,946
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 95,814
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 7,308
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 7,308
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 7,308
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 45,602
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 45,602
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 38,294
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow38,294 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowTX
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 arrowJAMES F DUDA Telephone no.right arrow (972) 616-8777

Located atright arrow2801 WOODSIDE STREETDALLASTX ZIP+4right arrow75204
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)
Yes
 
(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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 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
FRITZ L DUDA SR TRUSTEE
2.00 		0 0 0
2801 WOODSIDE STREET
DALLAS,TX75204
MARY L DUDA TRUSTEE
2.00 		0 0 0
2801 WOODSIDE STREET
DALLAS,TX75204
LEIGH A DUDA SCOTT TRUSTEE
2.00 		0 0 0
2801 WOODSIDE STREET
DALLAS,TX75204
LENDY D DUDA VAIL TRUSTEE
2.00 		0 0 0
2801 WOODSIDE STREET
DALLAS,TX75204
FRITZ L DUDA JR TRUSTEE
2.00 		0 0 0
2801 WOODSIDE STREET
DALLAS,TX75204
JAMES F DUDA TRUSTEE
2.00 		0 0 0
2801 WOODSIDE STREET
DALLAS,TX75204
LINDSEY DUDA COE TRUSTEE
2.00 		0 0 0
2801 WOODSIDE STREET
DALLAS,TX75201
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
CHARLES SCHWAB INVESTMENT MANAGEMENT 60,984
16220 N SCOTTSDALE RD
SCOTTSDALE,AZ85254
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 NONE 0
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 NONE 0
2  
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
0
Total. Add lines 1 through 3.........................right arrow0
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
12,669,574
b
Average of monthly cash balances.......................
1b
1,430,388
c
Fair market value of all other assets (see instructions)................
1c
6,365,085
d
Total (add lines 1a, b, and c).........................
1d
20,465,047
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
20,465,047
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
306,976
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
20,158,071
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,007,904
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,007,904
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
7,308
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
29,654
c
Add lines 2a and 2b............................
2c
36,962
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
970,942
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
970,942
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
970,942
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
6,521,444
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
6,521,444
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 7 970,942
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......  
b From 2019......  
c From 2020......  
d From 2021...... 4,411,296
e From 2022...... 4,440,791
f Total of lines 3a through e ........ 8,852,087
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 6,521,444
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..... 970,942
e Remaining amount distributed out of corpus 5,550,502
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 14,402,589
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 ...... 		14,402,589
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021.... 4,411,296
d Excess from 2022.... 4,440,791
e Excess from 2023.... 5,550,502
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).)
FRITZ L DUDA SR
MARY L DUDA
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or 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

ADAPTIVE TRAINING FOUNDATION

4125 OLD DENTON ROAD
CARROLLTON,TX75010 		  PUBLIC CHARITY GENERAL SUPPORT 500

AGAPE CLINIC

4104 JUNIUS ST
DALLAS,TX75246 		  PUBLIC CHARITY GENERAL SUPPORT 1,000

ALS ASSOCIATION

1300 WILSON BLVD SUITE 600
ARLINGTON,VA22209 		  PUBLIC CHARITY GENERAL SUPPORT 500

AMERICAN FRIENDS OF THE CZECH REPUBLIC

4410 MASSACHUSETTS AVE NW SUITE 391
WASHINGTON,DC200165561 		  PUBLIC CHARITY GENERAL SUPPORT 10,000

BAYLOR SCOTT & WHITE DALLAS FOUNDATION

301 N WASHINGTON AVENUE
DALLAS,TX75246 		  PUBLIC CHARITY 2023 BOARD GIVING CAMPAIGN 10,000

BISHOP BLANCHET HIGH SCHOOL

8200 WALLINGFORD AVENUE NORTH
SEATTLE,WA98103 		  PUBLIC CHARITY GENERAL SUPPORT 5,000

BISHOP DUNNE CATHOLIC SCHOOL

3900 RUGGED DRIVE
DALLAS,TX75224 		  PUBLIC CHARITY GENERAL SUPPORT 1,000

CHICAGO YACHT CLUB FOUNDATION

400 EAST MONROE STREET
CHICAGO,IL60603 		  PUBLIC CHARITY CHICAGO REGATTA / THE COMPETITION FUND 7,500

CHRIST THE KING CATHOLIC CHURCH

8017 PRESTON RD
DALLAS,TX752255497 		  PUBLIC CHARITY GENERAL SUPPORT 10,000

COUNSELING CENTER OF THE NORTH SHORE

992 1/2 GREEN BAY RD
WINNETKA,IL60093 		  PUBLIC CHARITY GENERAL SUPPORT 500

CRISIS CENTER INC

101 N MONTGOMERY ST
GARY,IN46403 		  PUBLIC CHARITY WINE FEST 1,000

EDDY HOUSE

888 WILLOW ST
RENO,NV89502 		  PUBLIC CHARITY GENERAL SUPPORT 4,000

GIRL SCOUTS OF NORTHEAST TEXAS

6001 SUMMERSIDE DRIVE
DALLAS,TX75252 		  PUBLIC CHARITY NORTHWEST DALLAS OUTREACH PROGRAM 10,000

HIGHER VISION CHURCH

216 LEMMON DR 372
RENO,NV89506 		  PUBLIC CHARITY GENERAL SUPPORT 500

HOMEBOY INDUSTRIES

130 WEST BRUNO ST
LOS ANGELES,CA90012 		  PUBLIC CHARITY GENERAL SUPPORT 500

HUMANE SOCIETY OF DALLAS COUNTY

2719 MANOR WAY
DALLAS,TX75235 		  PUBLIC CHARITY GENERAL SUPPORT 1,000

ICARE DOG RESCUE

31441 SANTA MARGARITA PKWY STE A194
RANCHO SANTA MARGARITA,CA92688 		  PUBLIC CHARITY GENERAL SUPPORT 2,500

INLAND LAKE YACHTING ASSOCIATION

PO BOX 662
EAST TROY,WI53120 		  PUBLIC CHARITY ROBLE SHEA SAILING 12,000

JESUIT COLLEGE PREPARATORY SCHOOL

12345 INWOOD ROAD
DALLAS,TX75244 		  PUBLIC CHARITY PHONATHON F/B/O FRITZ AND ELISE DUDA SCHOLARSHIP FUND 5,000

K9'S FOR WARRIORS

114 CAMP K9 ROAD
PONTE VEDRA,FL32081 		  PUBLIC CHARITY GENERAL SUPPORT 1,500

KEEPER OF THE GAME FOUNDATION

9862 SANTA FE TRAIL
FRISCO,TX75033 		  PUBLIC CHARITY GENERAL SUPPORT 1,000

LAMBA LEGAL

3500 OAK LAWN SUITE 500
DALLAS,TX75219 		  PUBLIC CHARITY GENERAL SUPPORT 25,000

LITTLE TRAVERSE CONSERVANCY

3264 POWELL RD
HARBOR SPRINGS,MI49740 		  PUBLIC CHARITY GENERAL SUPPORT 1,000

LUMIN EDUCATION

924 WAYNE STREET
DALLAS,TX75223 		  PUBLIC CHARITY GENERAL SUPPORT 1,500

MARITIME SCIENCES & SEAMANSHIP FOUNDATION

3020 OLD RANCH PARKWAY SUITE 300
SEAL BEACH,CA90740 		  PUBLIC CHARITY BYC GOVERNORS CUP 5,000

MAYO CLINIC

200 FIRST STREET SW
ROCHESTER,MN55902 		  PUBLIC CHARITY GENERAL SUPPORT 10,000

MOOD ELEVATOR

7335 EDGERTON DR
DALLAS,TX75231 		  PUBLIC CHARITY GENERAL SUPPORT 2,500

NATIONAL BREAST CANCER COALITION FUND

200 L STREET NW STE 500 PMB 50111
WASHINGTON,DC20036 		  PUBLIC CHARITY GENERAL SUPPORT 2,500

NORTHERN TEXAS PGA FOUNDATION

17950 PRESTON RD SUITE 340
DALLAS,TX75252 		  PUBLIC CHARITY GENERAL SUPPORT 125,000

NORTHWESTERN UNIVERSITY

1201 DAVIS STREET
EVANSTON,IL60208 		  PUBLIC CHARITY WNUR RADIO STATION 500

NOTRE DAME SCHOOL OF DALLAS

2018 ALLEN STREET
DALLAS,TX75204 		  PUBLIC CHARITY SCHOLARSHIPS 12,000

ORANGE CATHOLIC FOUNDATION

13280 CHAPMAN AVENUE SUITE 430
GARDEN GROVE,CA92840 		  PUBLIC CHARITY SCHOLARSHIPS 11,049

OUR LADY OF PERPETUAL HELP CATHOLIC SCHOOL

7625 CORTLAND AVE
DALLAS,TX75235 		  PUBLIC CHARITY SECURITY OF SCHOOL THRU FENCING & SURVEILLANCE EQUIPMENT 10,000

PALOS VERDES PENINSULA LAND CONSERVATION

PO BOX 3427
PALOS VERDES PENINSULA,CA90274 		  PUBLIC CHARITY GENERAL SUPPORT 500

PATRIOT PAWS SERVICE DOGS

254 RANCH TRAIL
ROCKWALL,TX75032 		  PUBLIC CHARITY GENERAL SUPPORT 1,000

PRECIOUS LAMB SCHOOL

2005 PALO VERDE AVE
LONG BEACH,CA90815 		  PUBLIC CHARITY GENERAL SUPPORT 500

SAPPY MOFFITT FIELD FOUNDATION

711 E COLFAX AVE
SOUTH BEND,IN46617 		  PUBLIC CHARITY FOUNDRY FIELD CAMPAIGN 10,000

SCOTTISH RITE FOR CHILDREN

2222 WELBORN STREET
DALLAS,TX75219 		  PUBLIC CHARITY GENERAL SUPPORT 10,000

SOUTHERN METHODIST UNIVERSITY

PO BOX 750402
DALLAS,TX752750402 		  PUBLIC CHARITY COX RENOVATION AND EXPANSION FUND - DUDA FAMILY BUSINESS LIBRARY 1,000,000

SPCA OF BRAZORIA COUNTY

141 CANNA LANE
LAKE JACKSON,TX77566 		  PUBLIC CHARITY GENERAL SUPPORT 1,000

SPCA OF TEXAS

2400 LONE STAR DRIVE
DALLAS,TX75212 		  PUBLIC CHARITY GENERAL SUPPORT 1,000

ST CECILIA CATHOLIC SCHOOL

635 MARY CLIFF RD
DALLAS,TX75208 		  PUBLIC CHARITY TEACHER FUND 50,000

ST JUDE CHILDREN'S RESEARCH HOSPITAL

501 ST JUDE PLACE
MEMPHIS,TN38105 		  PUBLIC CHARITY GENERAL SUPPORT 500

ST MARY OF CARMEL CATHOLIC SCHOOL

1716 SINGLETON BLVD
DALLAS,TX75212 		  PUBLIC CHARITY PLAYGROUND EQUIPMENT 10,000

ST MONICA CATHOLIC SCHOOL PTO

9933 MIDWAY ROAD
DALLAS,TX75220 		  PUBLIC CHARITY CHRISTMAS PURSE 2,000

ST PHILIP & ST AUGUSTINE CATHOLIC ACADEMY

8151 MILITARY PARKWAY
DALLAS,TX75227 		  PUBLIC CHARITY BOARD ENGAGEMENT 5,000

ST RITA CATHOLIC COMMUNITY

12521 INWOOD RD
DALLAS,TX75244 		  PUBLIC CHARITY GENERAL SUPPORT 10,000

ST VINCENT DE PAUL SOCIETY

6306 KENWOOD
DALLAS,TX75214 		  PUBLIC CHARITY GENERAL SUPPORT 500

TAHOE FUND

PO BOX 7124
TAHOE CITY,CA96145 		  PUBLIC CHARITY GOLD STEWARDSHIP CIRCLE 10,000

TAMARINDO FOUNDATION INC

PO BOX 90404
INDIANAPOLIS,IN46290 		  PUBLIC CHARITY GENERAL SUPPORT 500

TEXAS CHRISTIAN UNIVERSITY

PO BOX 961012
FORT WORTH,TX761619905 		  PUBLIC CHARITY NEELY SCHOOL OF BUSINESS 500

THE CATHOLIC FOUNDATION

12222 MERIT DRIVE STE 850
DALLAS,TX75251 		  PUBLIC CHARITY GENERAL SUPPORT 11,000

THE FAMILY PLACE

PO BOX 7999
DALLAS,TX75209 		  PUBLIC CHARITY GENERAL SUPPORT 500

THE FLATWATER FOUNDATION

3575 FAR WEST BLVD SUITE 29810
AUSTIN,TX78731 		  PUBLIC CHARITY GENERAL SUPPORT 500

THE IRELAND FUNDS

5720 LBJ FREEWAY SUITE 455
DALLAS,TX75240 		  PUBLIC CHARITY GENERAL SUPPORT 50,000

THE UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS

5807 SOUTH WOODLAWN AVE
CHICAGO,IL60638 		  PUBLIC CHARITY GENERAL SUPPORT 1,000

TUNNEL TO TOWERS FOUNDATION

2361 HYLAN BLVD
STATEN ISLAND,NY10306 		  PUBLIC CHARITY GENERAL SUPPORT 3,000

UCLA FOUNDATION

PO BOX 7145
PASADENA,CA91109 		  PUBLIC CHARITY FUND 62613C 10,000

UNIVERSITY OF NOTRE DAME

1100 GRACE HALL
NOTRE DAME,IN46556 		  PUBLIC CHARITY ESTABLISH MICHAEL CHRISTOPHER DUDA PRESERVATION, RESILIENCE AND SUSTAINABILITY ENDOWMENT FOR EXCELLENCE 5,000,000

UNIVERSITY OF NOTRE DAME

1100 GRACE HALL
NOTRE DAME,IN46556 		  PUBLIC CHARITY ROCKNE ATHLETICS FUND - BASEBALL 500

UNIVERSITY OF NOTRE DAME

1100 GRACE HALL
NOTRE DAME,IN46556 		  PUBLIC CHARITY NOTRE DAME FITZGERALD INSTITUTE FOR REAL ESTATE 10,000

UNIVERSITY OF ST ANDREWS AMERICAN FOUNDATION INC

1201 W PEACHTREE STREET
ATLANTA,GA30309 		  PUBLIC CHARITY GENERAL SUPPORT 10,000

URSULINE ACADEMY OF DALLAS

4900 WALNUT HILL LANE
DALLAS,TX75229 		  PUBLIC CHARITY CAMPAIGN GIFT 10,000

WINNETKA COMMUNITY HOUSE

620 LINCOLN AVE
WINNETKA,IL60093 		  PUBLIC CHARITY GENERAL SUPPORT 1,000
Total .................................right arrow 3a 6,511,549
bApproved for future payment
Total ................................. right arrow 3b 0
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 .... 523000 21,436 14 634,079  
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 ............ 		523000 43,025 18 95,814  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aORDINARY INCOME/LOSS FROM PASSTHROUGH 		523000 167,659 14 10,368  
bROYALTY INCOME FROM PASSTHROUGH 523000 9,834 15 69,629  
cTAX EXEMPT INCOME     01 5,095  
dOTHER INCOME FROM PASSTHROUGH 523000 9,970 01 12,070  
eRENTAL INCOME FROM PASSTHROUGH 523000 53,051 14 -64  
12 Subtotal. Add columns (b), (d), and (e) .. 304,975 826,991 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,131,966
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
THE FRITZ AND MARY LEE DUDA FAMILY
FOUNDATION
Employer identification number

43-6765664
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE FRITZ AND MARY LEE DUDA FAMILY
FOUNDATION 		Employer identification number
43-6765664
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
MICHAEL C DUDA ESTATE
2801 WOODSIDE STREET
 
DALLAS, TX75204

$ 51,267


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
THE FRITZ AND MARY LEE DUDA FAMILY
FOUNDATION 		Employer identification number

43-6765664
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
THE FRITZ AND MARY LEE DUDA FAMILY
FOUNDATION 		Employer identification number

43-6765664
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
THE FRITZ AND MARY LEE DUDA FAMILY
 
FOUNDATION
EIN:
43-6765664
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 15,750 7,875   7,875

TY 2023 AllOthProgRltdInvestmentsSch
Name:
THE FRITZ AND MARY LEE DUDA FAMILY
 
FOUNDATION
EIN:
43-6765664
Category Amount
NONE 0

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TY 2023 GainLossSaleOtherAssetsSch
Name:
THE FRITZ AND MARY LEE DUDA FAMILY
 
FOUNDATION
EIN:
43-6765664
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
FROM PASSTHROUGH   PURCHASED     43,025   COST 0 43,025  

TY 2023 InvestmentsCorpStockSchedule
Name:
THE FRITZ AND MARY LEE DUDA FAMILY
 
FOUNDATION
EIN:
43-6765664
Name of Stock End of Year Book Value End of Year Fair Market Value
CHARLES SCHWAB 7,393,630 7,905,776
GSO CAPITAL SOLUTIONS FUND II (C CORP) 106,589 63,273
LBA REALTY FUND III, INC 761,769 20,535

TY 2023 InvestmentsOtherSchedule2
Name:
THE FRITZ AND MARY LEE DUDA FAMILY
 
FOUNDATION
EIN:
43-6765664
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
CONGRUENT CREDIT OPP FUND III AT COST 27,731 143,876
CORRUM CAPITAL AVIATION PARTNERS AT COST 418,399 523,672
CORRUM CAPITAL AVIATION PARTNERS I-B AT COST 176,935 217,404
ICAPITAL-BTAS VII OFFSHORE ACCESS FUND, LP AT COST 1,201,816 1,309,102
MERIT ENERGY PARTNERS H, LP AT COST 654,797 592,193
MERIT ENERGY PARTNERS I, LP AT COST 393,118 385,401
NB-ATHYRIUM OPPORTUNITIES FUND III LP AT COST 1,380,358 919,910
STARWOOD REAL ESTATE INCOME TRUST AT COST 553,152 540,915
STRATEGIC PARTNERS VIII LP AT COST 945,121 1,374,827
NGP NATURAL RESOURCES XI LP AT COST 74,473 286,909
OHA EUROPEAN CREDIT FUND AT COST 0 70,876

TY 2023 OtherAssetsSchedule
Name:
THE FRITZ AND MARY LEE DUDA FAMILY
 
FOUNDATION
EIN:
43-6765664
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DISTRIBUTIONS RECEIVABLE 29,460 30,815 30,815
DIVIDENDS RECEIVABLE 31,841 18,541 18,541


TY 2023 OtherExpensesSchedule
Name:
THE FRITZ AND MARY LEE DUDA FAMILY
 
FOUNDATION
EIN:
43-6765664
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
NONDEDUCTIBLE EXPENSE FROM PASSTHROUGHS 1,215 0   0
MISCELLANEOUS 1,866 0   1,866
OTHER EXPENSES FROM PASSTHROUGH 93,992 93,999   0
CONTRIBUTIONS FROM PASSTRHOUGH 154 0   154


TY 2023 OtherIncomeSchedule2
Name:
THE FRITZ AND MARY LEE DUDA FAMILY
 
FOUNDATION
EIN:
43-6765664
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ORDINARY INCOME/LOSS FROM PASSTHROUGH 178,027 10,368 178,027
ROYALTY INCOME FROM PASSTHROUGH 79,463 69,629 79,463
TAX EXEMPT INCOME 5,095   5,095
OTHER INCOME FROM PASSTHROUGH 22,040 12,070 22,040
RENTAL INCOME FROM PASSTHROUGH 52,987 -64 52,987


TY 2023 OtherLiabilitiesSchedule
Name:
THE FRITZ AND MARY LEE DUDA FAMILY
 
FOUNDATION
EIN:
43-6765664
Description Beginning of Year - Book Value End of Year - Book Value
INVESTMENT IN TAVIK INDUSTRIES LLC 549 561
INVESTMENT IN GSO CAPITAL SOLUTIONS FUND II 1,178 11,061
INVESTMENT IN OHA EUROPEAN CREDIT FUND 57,434 108,592


TY 2023 OtherProfessionalFeesSchedule
Name:
THE FRITZ AND MARY LEE DUDA FAMILY
 
FOUNDATION
EIN:
43-6765664
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 61,049 61,049   0


TY 2023 TaxesSchedule
Name:
THE FRITZ AND MARY LEE DUDA FAMILY
 
FOUNDATION
EIN:
43-6765664
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 7,860 7,284   0
FEDERAL EXCISE TAX 60,000 0   0
STATE INCOME TAXES 2,757 0   0