TY 2023 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

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

Do not enter social security numbers on this form as it may be made public.
right arrow

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023

Name of foundation
SEDGE PLITT CHARITABLE TRUST III
C/O LOREN STONE

Number and street (or P.O. box number if mail is not delivered to street address)3201 OLD GLENVIEW RD STE 300
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
WILMETTE, IL600912966

A Employer identification number

35-6739620

B Telephone number (see instructions)

(312) 634-3400

C If exemption application is pending, check here right arrow

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

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

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

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

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

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

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

$11,082,501J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	0
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	222,257		222,257
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		733,868
b	Gross sales price for all assets on line 6a 3,425,855
7	Capital gain net income (from Part IV, line 2)...			733,868
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).......	List of Attached Documents: // Content	57,167	57,167
12	Total. Add lines 1 through 11........	1,013,292		1,013,292
13	Compensation of officers, directors, trustees, etc.	101,125		25,281	75,844
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	30,000	9,000	21,000
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	85,806	85,806	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	19,513	19,513	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	23,804	23,804	0
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	260,248		163,404	96,844
25	Contributions, gifts, grants paid.......	437,500			437,500
26	Total expenses and disbursements. Add lines 24 and 25	697,748		163,404	534,344
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	315,544
b	Net investment income (if negative, enter -0-)			849,888
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2023)

Form 990-PF (2023)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	244,812	412,117	412,117
	3	Accounts receivable
		Less: allowance for doubtful accounts	574
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	897,391	List of Attached Documents: // Content 693,866	694,904
	b	Investments—corporate stock (attach schedule).......	2,273,166	List of Attached Documents: // Content 2,177,098	7,017,392
	c	Investments—corporate bonds (attach schedule).......	1,590,730	List of Attached Documents: // Content 1,728,951	1,703,581
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	886,032	List of Attached Documents: // Content 1,198,138	1,250,757
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	List of Attached Documents: // Content 3,000	List of Attached Documents: // Content 3,750	List of Attached Documents: // Content 3,750
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	5,895,705	6,213,920	11,082,501
	17	Accounts payable and accrued expenses..........	1,178	1,178
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........	1,178	1,178
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	5,038,411	5,038,411
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	856,116	1,174,331
	29	Total net assets or fund balances (see instructions).....	5,894,527	6,212,742
	30	Total liabilities and net assets/fund balances (see instructions).	5,895,705	6,213,920

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

5,894,527

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

315,544

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

List of Attached Documents:

// Content

2,671

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

6,212,742

Decreases not included in line 2 (itemize) right arrow

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

6,212,742

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
1 a	CAPITAL GAIN DISTRIBUTION	P
b	PUBLICLY TRADED STOCK - ST
c	PUBLICLY TRADED STOCK - LT
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	1,375		1,375
b	1,461,106	1,458,325	2,781
c	1,963,374	1,233,662	729,712
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			1,375
b			2,781
c			729,712
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	733,868
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	11,813
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	11,813
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	11,813
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	10,204
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	20,000
d	Backup withholding erroneously withheld ..........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	30,204
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.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	18,391
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax18,391	Refunded	11	0

Form 990-PF (2023)

Page 4

Part VI-A

Statements Regarding Activities

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

Yes

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

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

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

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

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

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ 0(2) On foundation managers. right arrow

$ 0

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

on foundation managers. right arrow

$ 0

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

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

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

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

Yes

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

Yes

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

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

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

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XIV..................................

Yes

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

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation . Click to see attachment

List of Attached Documents:

// Content

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

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

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

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

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

Yes

Website address right arrow

N/A

The books are in care of right arrow

LOREN STONE Telephone no. right arrow

(847) 679-6975

Located at right arrow

3201 OLD GLENVIEW ROAD SUITE 300WILMETTEIL ZIP+4 right arrow

60091

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... right arrow

and enter the amount of tax-exempt interest received or accrued during the year ........ right arrow

16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow

Form 990-PF (2023)

Page 5

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........

1a(1)

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

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

1a(2)

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

1a(3)

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

1a(4)

Yes

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? ......................

1a(5)

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.) ...............

1a(6)

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........

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

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2023? .............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2023?....................

If "Yes," list the years right arrow

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

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

20, 20, 20, 20

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

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

If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2023.) .....................

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

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..

Form 990-PF (2023)

Page 6

Part VI-B

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

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

Yes

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

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

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

5a(3)

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

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

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........

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

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

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

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

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

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

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

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

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

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part VII

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

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
LOREN STONE	TRUSTEE 9.00	101,125	0	0
3201 OLD GLENVIEW ROAD SUITE 300 WILMETTE,IL60091	TRUSTEE 9.00	101,125	0	0

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


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









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

Form 990-PF (2023)

Page 7

Part VII

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

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
RBC WEALTH MANAGEMENT	INVESTMENT FEES	85,806
PO BOX 1510 MINNEAPOLIS,MN55440	INVESTMENT FEES	85,806

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

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1	N/A	0
2


All other program-related investments. See instructions.
3	List of Attached Documents: // Content	0

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2023)

Page 8

Part IX

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

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

purposes:

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

11,709,447

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

444,746

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

3,750

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

12,157,943

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

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

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

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

12,157,943

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

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

182,369

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

11,975,574

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

598,779

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

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

598,779

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

11,813

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

870

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

12,683

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

586,096

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

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

586,096

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

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

586,096

Part XI

Qualifying Distributions (see instructions)

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

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

534,344

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

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

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

Amounts set aside for specific charitable projects that satisfy the:

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

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

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

534,344

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				586,096
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......			406,264
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......
e From 2022......
f Total of lines 3a through e ........	0
4Qualifying distributions for 2023 from Part
XI, line 4: $ 534,344
a Applied to 2022, but not more than line 2a			406,264
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.....				128,080
e Remaining amount distributed out of corpus	0
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	0
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 ..........				458,016
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 ......	0
10 Analysis of line 9:
a Excess from 2019....
b Excess from 2020....
c Excess from 2021....
d Excess from 2022....
e Excess from 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 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2023	(b) 2022	(c) 2021	(d) 2020	(e) Total

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

Part XIV

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

1Information Regarding Foundation Managers:

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

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

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

Check here right arrow

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

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2023)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ALZHEIMER'S ASSOCIATION 225 NORTH MICHIGAN AVENUE FLOOR 17 CHICAGO,IL60601	N/A	PC	GENERAL FUNDS	5,000
BEAUMONT HEALTH FOUNDATION 26901 BEAUMONT BOULEVARD FLOOR 5D SOUTHFIELD,MI48033	N/A	PC	GENERAL FUNDS	25,000
COMMUNITY PARTNERS FOR AFFORDABLE HOUSING 800 S MILWAUKEE AVE SUITE 201 LIBERTYVILLE,IL60048	N/A	PC	GENERAL FUNDS	5,000
DIGESTIVE HEALTH FOUNDATION 251 E HURON STREET CHICAGO,IL60611	N/A	PC	GENERAL FUNDS	10,000
HADLEY SCHOOL 700 ELM STREET WINNETKA,IL60093	N/A	PC	GENERAL FUNDS	5,000
ILLINOIS HOLOCAUST MUSEUM 9603 WOODS DRIVE SKOKIE,IL60077	N/A	PC	GENERAL FUNDS	75,000
JEWISH CHILD AND FAMILY SERVICES 230 W MONROE ST SUITE 1100 CHICAGO,IL60606	N/A	PC	GENERAL FUNDS	2,500
JEWISH NATIONAL FUND 78 RANDALL AVENUE ROCKVILLE CENTRE,NY11570	N/A	PC	GENERAL FUNDS	65,000
JEWISH UNITED FUND 30 S WELLS STREET NO 4049 CHICAGO,IL60606	N/A	PC	GENERAL FUNDS	60,000
MATH CIRCLES OF CHICAGO 1034 NORTH WELLS CHICAGO,IL60610	N/A	PC	GENERAL FUNDS	2,500
MICHAEL J FOX FOUNDATION GRAND CENTRAL STATION PO BOX 4777 NEW YORK,NY101634777	N/A	PC	GENERAL FUNDS	5,000
NORTH SHORE UNIVERSITY HEALTH SYSTEM 2650 RIDGE AVENUE EVANSTON,IL60201	N/A	PC	GENERAL FUNDS	50,000
NORTH SUBURBAN LEGAL AID CLINIC 3500 WESTERN AVENUE SUITE 2A HIGHLAND PARK,IL60035	N/A	PC	GENERAL FUNDS	2,500
PEORIA SYMPHONY ORCHESTRA 101 STATE STREET PEORIA,IL61602	N/A	PC	GENERAL FUNDS	7,500
PLANNED PARENTHOOD OF ILLINOIS 17 N STATE STREET SUITE 500 CHICAGO,IL60602	N/A	PC	GENERAL FUNDS	10,000
RAVINIA FOUNDATION 418 SHERIDAN ROAD HIGHLAND PARK,IL60035	N/A	PC	GENERAL FUNDS	90,000
TAKI ALSOP CONDUCTING FELLOWSHIP INC PO BOX 70185 SPRINGFIELD,OR974750111	N/A	PC	GENERAL FUNDS	10,000
THE CHICAGO CENTER FOR TORAH AND CHESED 6557 LINCOLN AVE LINCOLNWOOD,IL60712	N/A	PC	GENERAL FUNDS	2,500
WTTWWFMT 5400 ST LOUIS AVENUE CHICAGO,IL60625	N/A	PC	GENERAL FUNDS	5,000
Total ................................. 3a				437,500

bApproved for future payment

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

Form 990-PF (2023)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....			14	222,257
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 .....			14	57,167
8 Gain or (loss) from sales of assets other than inventory ............			18	733,868
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		0		1,013,292	0

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

1,013,292

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

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2023)

Page 13

Part XVI

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

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

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

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

1a(1)

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

1a(2)

Other transactions:

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

1b(1)

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

1b(2)

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

1b(3)

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

1b(4)

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

1b(5)

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

1b(6)

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

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

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

Form 990-PF (2023)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2023 AccountingFeesSchedule

Name:

SEDGE PLITT CHARITABLE TRUST III

C/O LOREN STONE

EIN:

35-6739620

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	30,000	9,000		21,000

- TIN:

TY 2023 AllOthProgRltdInvestmentsSch

Name:

SEDGE PLITT CHARITABLE TRUST III

C/O LOREN STONE

EIN:

35-6739620

Category	Amount
N/A	0

- TIN:

TY 2023 ExplnOfNonFilingWithAGStmt

Name:

SEDGE PLITT CHARITABLE TRUST III

C/O LOREN STONE

EIN:

35-6739620

Statement:

THERE ARE NO STATE FILING REQUIREMENTS.

- TIN:

TY 2023 InvestmentsCorpBondsSchedule

Name:

SEDGE PLITT CHARITABLE TRUST III

C/O LOREN STONE

EIN:

35-6739620

Name of Bond	End of Year Book Value	End of Year Fair Market Value
100000 AT & T INC, 6.807%	100,217	100,347
100000 CHARLES SCHWAB BK SSB C/D FDIC INS TO LIMITS MOODY N/A	99,850	99,926
100000 DISCOVER BANK, 5.150%	99,800	100,448
100000 GOLDMAN SACHS GROUP INC DUE 12/13/2024 05.625% JD	99,975	98,553
125000 ICAHN ENTERPRISES LP, 4.75%	126,211	124,236
150000 JP MORGAN CHASE BANK, 5.200%	149,963	150,000
100000 JP MORGAN CHASE BANK, 5.750%	99,975	100,073
100000 KRAFT HEINZ FOODS CO, 3.000%	103,186	96,113
100000 MORGAN STANLEY BK N A CD, 5.350%	99,800	100,842
100000 ONEOK INC	98,455	99,433
150000 ORACLE CORP	151,433	145,608
150000 WELLS FARGO & CO FR, 3.900%	151,125	138,582
150000 WELLS FARGO & CO FR, 5.050%	149,775	149,889
100000 WELLS FARGO & CO FR, 5.200%	99,850	100,085
100000 WILLIAMS COS INC, 4.550%	99,336	99,446

- TIN:

TY 2023 InvestmentsCorpStockSchedule

Name:

SEDGE PLITT CHARITABLE TRUST III

C/O LOREN STONE

EIN:

35-6739620

Name of Stock	End of Year Book Value	End of Year Fair Market Value
1500 SHARES ABBOTT LABORATORIES	29,635	165,105
1500 SHARES ABBVIE INC	32,137	232,455
1800 SHARES ALPHABET INC CLASS C CAP. STOCK	40,937	253,674
1200 SHARES ALPHABET INC CLASS A COM STOCK	9,817	167,628
800 SHARES AMAZON.COM INC	39,626	121,552
4550 SHARES APPLE INC	62,169	876,012
6000 SHARES BANK OF AMERICA CORP	58,853	202,020
597 SHARES BECTON DICKINSON & CO.	96,715	145,567
1800 SHARES BERKSHIRE HATHAWAY, CL B	105,354	641,988
1650 SHARES CHEVRON CORP	71,505	246,114
1000 SHARES COSTCO WHOLESALE CORP	31,840	660,080
1000 SHARES EXPEDITORS INTERNATIONAL	74,049	127,200
6 SHARES LINDT & SPRUENGLI AG	19,893	71,850
1500 SHARES MCDONALDS CORP	27,829	444,765
1900 SHARES MICROSOFT CORP	51,907	714,476
1450 SHARES STARBUCKS CORP	80,018	139,215
725 SHARES VANGUARD WORLD FUNDS	127,451	181,758
1200 SHARES WAL-MART STORES INC	63,474	189,180
2400 SHARES NESTLE SA-SPONSORED ADR	52,524	278,054
6366.312 SHARES ACAP STRATEGIC FD CL W SHS	108,709	86,200
90 SHARES ACCENTURE PLC IRELAND SHS CL A - FOREIGN EQUITIES	31,013	31,582
55 SHARES ADOBE INC COMMON STOCK	33,102	32,813
140 SHARES ALPHABET INC CLASS C CAPITAL STOCK	20,007	19,730
200 SHARES ALPHABET INC CLASS A COMMON STOCK	26,541	27,938
205 SHARES APPLE INC	31,738	39,469
65 SHARES AUTOMATIC DATA PROCESSING INC	13,855	15,143
35 SHARES BERKSHIRE HATHAWAY INC DEL CL B	9,934	12,483
9 SHARES BOOKING HOLDINGS INC	23,501	31,925
175 SHARES FISERV INC COMMON STOCK	21,120	23,247
60 SHARES INTUIT INC	29,727	37,502
50 SHARES MASTERCARD INCORPORATED	18,187	21,326
25 SHARES MCKESSON CORP	11,483	11,575
115 SHARES MERCK & CO INC	9,152	12,537
125 SHARES MICROSOFT CORP	37,754	47,005
120 SHARES NIKE INC CLASS B COM	19,101	13,028
45 SHARES NVIDIA	20,184	22,285
40 SHARES SALESFORCE INC COMMON STOCK	10,030	10,526
85 SHARES STRYKER CORP	22,513	25,454
50 SHARES TRACTOR SUPPLY CO	9,915	10,752
45 SHARES UNITEDHEALTH GROUP INC	20,897	23,691
120 SHARES VISA INC CLASS A COMMON STOCK	27,515	31,242
30 SHARES W W GRAINGER INC	14,700	24,861
4 SHARES MERCADOLIBRE INC	6,251	6,286
261 SHARES ABB LTD	8,301	11,567
33 SHARES ADIDAS AG	3,178	3,357
232 SHARES AIA GROUP LTD	11,473	8,087
146 SHARES AIR LIQUIDE-ADR	4,303	5,681
195 SHARES AIRBUS SE	6,415	7,527
111 SHARES AMADEUS IT GROUP SA AMERICAN DEPOSITARY RECEIPTS	6,471	7,955
125 SHARES AMERICA MOVIL SAB DE C V	2,295	2,315
75 SHARES ANHEUSER-BUSH INBEV SA	5,383	4,847
20 SHARES ASML HOLDING N V	12,668	15,138
163 SHARES ASSA ABLOY AB ADR	2,448	2,348
193 SHARES ASTRAZENECA PLC	11,531	12,999
73 SHARES B&M EUROPEAN VALUE RETIAL	2,453	2,102
17 SHARES BEIGENE LTD	5,967	3,066
36 SHARES BHP GROUP LIMITED	2,146	2,459
133 SHARES BP P L C SPONSORED ADR (FRM BP AMOCO PLC)	4,912	4,708
206 SHARES BRITISH AMERICAN TOBACCO PLC	8,133	6,034
37 SHARES CANADIAN NATIONAL RAILWAY CO	4,086	4,648
131 SHARES CAPGEMINI SE AMERICAN DEPOSITARY RECEIPTS UNSPONSORED	4,890	5,463
223 SHARES CARLSBERG AS SPONSORED ADR REPRESENTING	8,338	5,597
113 SHARES COMPAGNIE FINANCIERE RICHEMONT UNSPONSORED ADR	1,366	1,554
144 SHARES DAIICHI SANKYO CO LTD SPONSORED ADR	3,590	3,955
249 SHARES DAIKIN INDS LTD UNSPONSORED ADR	4,833	4,060
280 SHARES DANONE	3,307	3,630
58 SHARES DASSAULT SYSTEMS S A SPONSORED ADR	2,325	2,834
64 SHARES DBS GROUP HOLDINGS LTDSPONSORED ADR	5,718	6,484
221 SHARES DNB BK ASAAMERICAN DEPOSITARY RECEIPTSSPONSORED	4,831	4,700
36 SHARES DSV A S AMERICAN DEPOSITARY RECEIPTSUNSPONSORED	4,207	3,162
363 SHARES ENGIE AMERICAN DEPOSITARY RECEIPTS SPONSORED	5,117	6,383
333 SHARES EPIROC AKTIEBOLAG AMERICAN DEPOSITARY RECEIPTS UNSPONSORED	6,953	6,681
90 SHARES ESSILORLUXOTTICA AMERICAN DEPOSITARY RECEIPTS UNSPONSORED	7,977	9,027
133 SHARES FUJITSU LTDADR NEW SOLICITED	3,990	4,014
198 SHARES GENMAB A S ADS	7,533	6,304
77 SHARES GIVAUDAN SAUNSPONSORED ADR	7,165	6,375
99 SHARES HDFC BK LTDADR REPSTG 3 SHS	7,087	6,644
25 SHARES HERMES INTL S A UNSPONSORED ADR	3,657	5,299
24 SHARES HITACHI LTD ADR	3,029	3,463
19 SHARES HONG KONG EXCHANGES & CLEARING LTD UNSPONSORED ADR	1,132	652
69 SHARES IBERDROLA S ASPONSORED ADR REPSTG 1 ORD SHS	3,310	3,619
144 SHARES IMPERIAL BRANDS PLC AMERICAN DEPOSITARY RECEIPTS SPONSORED	3,476	3,316
336 SHARES INDUSTRIA DE DISENO TEXTILINDITEX SA UNSPONSORED ADR	4,018	7,317
57 SHARES ITOCHU CORP-ADR	4,476	4,663
143 SHARES KERING UNSPONSORED ADR	9,690	6,303
16 SHARES KEYENCE CORP US LISTED	8,115	6,976
80 SHARES L OREAL COADR	5,597	7,965
379 SHARES LONDON STK EXCHANGE GROUP AMERICAN DEPOSITARY RECEIPTS	10,623	11,202
76 SHARES LONZA GROUP AG ZUERICH UNSPONSORED ADR	4,580	3,194
37 SHARES LVMH MOET HENNESSY LOUIS VUITTON SA UNSPONSORED ADR	6,345	5,997
24 SHARES MARUBENI CORP ADR	4,358	3,794
30 SHARES MTU AERO ENGINES AG UNSPONSORED ADR SOLICITED	2,899	3,235
60 SHARES NESTLE SA-SPONSORED ADR REPSTG REGD ORD (SF 10 PAR)	7,478	6,951
19 SHARES NETEASE INC SPONSORED ADR	2,190	1,770
8 SHARES NICE LTD AMERICAN DEPOSITARY SHARES	1,713	1,596
150 SHARES NIDEC CORPORATIONSPONSORED ADR	4,341	1,515
168 SHARES NIPPON TELEGRAPH AND TELEPHONE CORPORATION	5,081	5,133
232 SHARES NITORI HOLDINGS CO LTD AMERICAN DEPOSITARY RECEIPTS UNSPONSORED	4,234	3,107
454 SHARES NOKIA CORPORATION SPONSORED ADR REPSTG 1 SER A	2,608	1,553
138 SHARES NOMURA RESH INST LTD AMERICAN DEPOSITARY RECEIPTS UNSPONSORED	3,720	4,014
165 SHARES NOVO NORDISK A/S-ADR EACH CNV INTO 1 CLASS B	7,932	17,069
270 SHARES RECKITT BENCKISER PLC SPONSORED ADR	4,671	3,731
532 SHARES RECRUIT HOLDINGS CO LTD AMERICAN DEPOSITARY RECEIPTS UNSPONSORED	4,943	4,500
100 SHARES RELX PLC AMERICAN DEPOSITARY SHARES	2,849	3,966
1107 SHARES ROYAL KPN NV SPONSORED ADR	3,735	3,813
281 SHARES SAFRAN SA UNSPONSORED ADR	9,387	12,374
91 SHARES SAP SE SPONSORED ADR	12,587	14,068
367 SHARES SHIN ETSU CHEMICAL CO LTD	5,769	7,702
35 SHARES SHOPIFY INC	1,004	2,727
249 SHARES SIKA AG	6,552	8,097
12 SHARES SMC CORP US LISTED	7,140	6,420
146 SHARES STMICROELECTRONICS N VNY REGISTRY SHS	5,710	7,319
306 SHARES STRAUMANN HOLDING AGUNSPONSORED ADR	4,991	4,930
84 SHARES TAIWAN SEMICONDUCTOR MFG COLTD SPONSORED ADR REPSTG 5 COM	10,056	8,736
96 SHARES TDK CORP-AMERICAN DEP SHS	3,650	4,574
103 SHARES TENCENT HOLDINGS LIMITED UNSPONSORED ADR REPRESENTING B SHARES	7,737	3,873
64 SHARES TERUMO CORPUNSPONSORED ADR	2,607	2,098
49 SHARES TFI INTL INCCOM	4,584	6,663
59 SHARES TOKYO ELECTRON LTD UNSPONSORED ADR	4,260	5,285
215 SHARES TOTAL ENERGIES SE AMERICAN DEPOSITARY SHS EACH	12,200	14,487
330 SHARES UNICHARM CORP SPONSORED ADR	2,657	2,387
162 SHARES UNITED OVERSEAS BANK LTD SPONSORED ADR	7,402	6,988
93,952.95 VANGUARD TREASURY MONEY MARKET	93,953	93,953

- TIN:

TY 2023 InvestmentsGovtObligationsSch

Name:

SEDGE PLITT CHARITABLE TRUST III

C/O LOREN STONE

EIN:

35-6739620

US Government Securities - End of Year Book Value:

693,866

US Government Securities - End of Year Fair Market Value:

694,904

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

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

- TIN:

TY 2023 InvestmentsOtherSchedule2

Name:

SEDGE PLITT CHARITABLE TRUST III

C/O LOREN STONE

EIN:

35-6739620

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
3500 ENERGY TRANSFER LP	AT COST	80,830	86,800
303900 BASEPOINT INCOME SOLUTIONS EVERGREEN FEEDER FUND L.P.	AT COST	300,000	303,900
113416.400 ELLINGTON COMMERCIAL REAL ESTATE FUND OFFSHORE ADVISORY	AT COST	93,318	113,416
181889.900 ELLINGTON PRVT OPPORTUNITIES PARTNERS III LLC	AT COST	170,750	181,890
367561.190 OMNIQUEST I LLC	AT COST	367,561	367,561
13762.541 BLACKSTONE REAL ESTATE INCOME	AT COST	185,679	197,190

- TIN:

TY 2023 OtherAssetsSchedule

Name:

SEDGE PLITT CHARITABLE TRUST III

C/O LOREN STONE

EIN:

35-6739620

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
DUE FROM EPOF III	3,000	3,750	3,750

- TIN:

TY 2023 OtherExpensesSchedule

Name:

SEDGE PLITT CHARITABLE TRUST III

C/O LOREN STONE

EIN:

35-6739620

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
OTHER DEDUCTIONS FROM K-1S	23,804	23,804		0

- TIN:

TY 2023 OtherIncomeSchedule2

Name:

SEDGE PLITT CHARITABLE TRUST III

C/O LOREN STONE

EIN:

35-6739620

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
OTHER INCOME - FROM K-1S	56,998	56,998	56,998
CASH LIQUIDATION DISTRIBUTION - RBC #1847	169	169	169

- TIN:

TY 2023 OtherIncreasesSchedule

Name:

SEDGE PLITT CHARITABLE TRUST III

C/O LOREN STONE

EIN:

35-6739620

Description	Amount
PRIOR PERIOD ADJUSTMENT	2,671

- TIN:

TY 2023 OtherProfessionalFeesSchedule

Name:

SEDGE PLITT CHARITABLE TRUST III

C/O LOREN STONE

EIN:

35-6739620

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES	85,806	85,806		0

- TIN:

TY 2023 TaxesSchedule

Name:

SEDGE PLITT CHARITABLE TRUST III

C/O LOREN STONE

EIN:

35-6739620

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAXES	4,513	4,513		0
FEDERAL EXTENSION PAYMENT	15,000	15,000		0