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 06-01-2023 , and ending 05-31-2024
Name of foundation
WILLIAM G AND MARIE SELBY
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)1800 SECOND STREET 954
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SARASOTA, FL34236
A Employer identification number

84-2333839
B Telephone number (see instructions)

(941) 957-0442
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$73,740,810J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,039,160 2,039,160  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -82,561
b Gross sales price for all assets on line 6a 7,538,642
7 Capital gain net income (from Part IV, line 2)... 0
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
939 939  
12 Total. Add lines 1 through 11........ 1,957,538 2,040,099  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 190,000 0   190,000
14 Other employee salaries and wages...... 123,293 0   123,293
15 Pension plans, employee benefits....... 80,766 0   80,766
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
2,739 0   2,739
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
80,703 0   80,703
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
35,043 35,043   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
151,834 0   8,691
19 Depreciation (attach schedule) and depletion... 663 0  
20 Occupancy.............. 50,852 0   50,852
21 Travel, conferences, and meetings....... 9,894 0   9,894
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
25,931 0   24,002
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 751,718 35,043   570,940
25 Contributions, gifts, grants paid....... 2,983,658 2,983,658
26 Total expenses and disbursements. Add lines 24 and 25 3,735,376 35,043   3,554,598
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,777,838
b Net investment income (if negative, enter -0-) 2,005,056
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............. 506,504 138,342 138,342
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow35,000
Less: allowance for doubtful accounts right arrow   17,098 35,000 35,000
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..........   9,398 9,398
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 43,175,160 Click to see attachment
List of Attached Documents:
// Content
48,923,591 		48,923,591
c Investments—corporate bonds (attach schedule)....... 23,328,134 Click to see attachment
List of Attached Documents:
// Content
24,613,725 		24,613,725
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)..........      
14 Land, buildings, and equipment: basis right arrow3,150
Less: accumulated depreciation (attach schedule) right arrow2,928 885 Click to see attachment
List of Attached Documents:
// Content
222 		222
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
179,415 		Click to see attachment
List of Attached Documents:
// Content
20,532 		Click to see attachment
List of Attached Documents:
// Content
20,532
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 67,207,196 73,740,810 73,740,810
Liabilities 17 Accounts payable and accrued expenses.......... 68,423 30,354
18 Grants payable................. 887,000 827,000
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
36,298 		Click to see attachment
List of Attached Documents:
// Content
34,344
23 Total liabilities (add lines 17 through 22)......... 991,721 891,698
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........... 66,097,348 72,753,950
25 Net assets with donor restrictions............ 118,127 95,162
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 66,215,475 72,849,112
30 Total liabilities and net assets/fund balances (see instructions). 67,207,196 73,740,810
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
66,215,475
2
Enter amount from Part I, line 27a .....................
2
-1,777,838
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
8,411,475
4
Add lines 1, 2, and 3 ..........................
4
72,849,112
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
72,849,112
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
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 7,538,642   7,621,203 -82,561
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -82,561
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -82,561
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 27,870
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 27,870
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 27,870
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 43,424
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 43,424
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 1,618
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 13,936
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow13,936 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 changesClick to see attachment
List of Attached Documents:
// Content
....
3
Yes
 
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowFL
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 arrowWWW.SELBYFDN.ORG
14
The books are in care ofright arrowTHE FOUNDATION Telephone no.right arrow (941) 957-0442

Located atright arrow1800 SECOND STREET 954SARASOTAFL ZIP+4right arrow34236
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
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)
 
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
E KEITH DUBOSE DIRECTOR
2.00 		0 0 0
1800 2ND STREET SUITE 954
SARASOTA,FL34236
LAURA SPENCER DIRECTOR
2.00 		0 0 0
1800 2ND STREET SUITE 954
SARASOTA,FL34236
TOM TRYON DIRECTOR
2.00 		0 0 0
1800 2ND STREET SUITE 954
SARASOTA,FL34236
SUSAN HINES CHAIR; VICE CHAIR UNTIL NOV 17 2023
2.00 		0 0 0
1800 2ND STREET SUITE 954
SARASOTA,FL34236
BARBARA ZDRAVECKY VICE CHAIR; CHAIR UNTIL NOV 17 2023
2.00 		0 0 0
1800 2ND STREET SUITE 954
SARASOTA,FL34236
CAROLYN JOHNSON SECRETARY/TREASURER
2.00 		0 0 0
1800 2ND STREET SUITE 954
SARASOTA,FL34236
SUSIE BOWIE PRESIDENT AND CEO
40.00 		190,000 27,341 0
1800 2ND STREET SUITE 954
SARASOTA,FL34236
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
KIARRA R WOMACK SR. SCHOLARSHIPS MAN
40.00 		67,867 12,699 0
1800 SECOND STREET
SARASOTA,FL34236
JULIE L SPICER GRANTS MANAGER
40.00 		55,426 16,132 0
1800 SECOND STREET
SARASOTA,FL34236
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right 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
69,696,325
b
Average of monthly cash balances.......................
1b
264,233
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
69,960,558
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
69,960,558
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,049,408
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
68,911,150
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,445,558
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
3,445,558
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
27,870
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
27,870
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,417,688
4
Recoveries of amounts treated as qualifying distributions................
4
50,000
5
Add lines 3 and 4............................
5
3,467,688
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
3,467,688
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
3,554,598
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
3,554,598
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 3,467,688
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...... 205,854
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 205,854
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 3,554,598
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..... 3,467,688
e Remaining amount distributed out of corpus 86,910
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 5 292,764
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 ...... 		292,764
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020.... 205,854
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 86,910
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).)
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 e-mail address of the person to whom applications should be addressed:
SUSAN BOWIE
1800 SECOND STREET SUITE 954
SARASOTA,FL34236
(941) 957-0442
bThe form in which applications should be submitted and information and materials they should include:
SELBY SCHOLAR RENEWAL AND SELBY SCHOLAR APPLICATION CAN BE COMPLETED ONLINE AT WWW.SELBYFDN.ORG
cAny submission deadlines:
FEBRUARY 1ST AND AUG 1ST FOR CAPITAL GRANTS APRIL 1ST FOR SCHOLARSHIP JULY 15TH FOR SCHOLAR RENEWAL
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
CAPITAL GRANTS - GEOGRAPHIC AREA IS SARASOTA COUNTY, FLORIDA AND ITS CONTIGUOUS COUNTIES SELBY SCHOLARS PROGRAM - GEOGRAPHIC ELIGIBILITY IS STUDENTS GRADUATING FROM A HIGH SCHOOL IN SARASOTA, MANATEE, CHARLOTTE AND DESOTO COUNTIES OR STUDENTS GRADUATING FROM STATE COLLEGE OF FLORIDA AND WHO ARE RESIDENTS IN THOSE COUNTIES. - STUDENT MUST BE FULL TIME AND SCHOLARSHIPS MAY BE USED TO PURSUE AN UNDERGRADUATE DEGREE AT A FOUR YEAR ACCREDITED COLLEGE OR UNIVERSITY.
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

ACADEMY AT GLENGARY

1910 GLENGARY ST
SARASOTA,FL34231 		NONE PC ORGANIZATIONAL GRANTS 40,000
ADRIAN PAWLOWSKI


5160 NORTHRIDGE RD 306
SARASOTA,FL34238 		NONE I SCHOLARSHIP 5,500
AERIANA MATHISON


26022 OCELOT LANE
PUNTA GORDA,FL33983 		NONE I SCHOLARSHIP 7,000
ALANIS ACEVEDO


4914 21ST CT E
BRADENTON,FL34203 		NONE I SCHOLARSHIP 2,000
ALEX CARLIN


4372 ARROW AVE
SARASOTA,FL34232 		NONE I SCHOLARSHIP 4,500
ALEXANDRA WHETZEL


460 PORPOISE RD
VENICE,FL34293 		NONE I SCHOLARSHIP 7,000
ALEXANDRO GARCIA


2852 JAMAICA STREET
SARASOTA,FL34231 		NONE I SCHOLARSHIP 7,000
ALYSSA PAPOL


5570 SPECTRA CIR APT 201
FORT MYERS,FL33908 		NONE I SCHOLARSHIP 7,000
AMANDINE LOUIS-CHARLES


5110 21ST ST W
BRADENTON,FL342072305 		NONE I SCHOLARSHIP 13,854
ANA ESTEVEZ-PALOMINO


2402 11TH ST W
BRADENTON,FL34205 		NONE I SCHOLARSHIP 7,000
ANDREW BOKELMANN


8721 12TH AVE NW
BRADENTON,FL34209 		NONE I SCHOLARSHIP 6,000
ANDREW MANYAK


2225 BLACKBIRD LN
NORTH PORT,FL34286 		NONE I SCHOLARSHIP 4,500
ANNA BELEVITCH


21499 PEACHLAND BLVD
PORT CHARLOTTE,FL33954 		NONE I SCHOLARSHIP 7,467
ANNA BRISCOE


300 DALTON BLVD
PORT CHARLOTTE,FL33952 		NONE I SCHOLARSHIP 5,500
ANNA KREIGER


5349 COLEWOOD PL
SARASOTA,FL34232 		NONE I SCHOLARSHIP 1,500
ANNA NAYDER


4686 GLEBE FARM RD
SARASOTA,FL34235 		NONE I SCHOLARSHIP 4,500
ANNABELLE WEBER


4030 LANCASTER DR
SARASOTA,FL34241 		NONE I SCHOLARSHIP 7,000

ARCADIA GARDEN CLUB INC

1005 W MAGNOLIA ST
ARCADIA,FL34266 		NONE PC ORGANIZATIONAL GRANTS 20,000
ARIEM PADILLA-CHAVEZ


2625 MCINTOSH RD
SARASOTA,FL34232 		NONE I SCHOLARSHIP 6,500

ARTS AND CULTURAL ALLIANCE OF SARASOTA CO

1226 N TAMIAMI TRL
SARASOTA,FL34236 		NONE PC ORGANIZATIONAL GRANTS 25,000
ASHLEY GRASSMYER


4813 COUNTRY OAKS BLVD
SARASOTA,FL34243 		NONE I SCHOLARSHIP 750

ASOLO REPERTORY THEATRE

5555 N TAMIAMI TRL
SARASOTA,FL34243 		NONE PC ORGANIZATIONAL GRANTS 25,000
AVIGAIL AVILA


2576 SW LOIS AVE
ARCADIA,FL34266 		NONE I SCHOLARSHIP 7,000
BAYLIE ESTEVES


20735 ROMAGNA PLACE
VENICE,FL34293 		NONE I SCHOLARSHIP 7,000
BEDLINE DEMETRIUS


4211 36TH ST W
BRADENTON,FL34205 		NONE I SCHOLARSHIP 4,500
BRAEDEN SPINA


2057 MATTAMY CT
VENICE,FL34292 		NONE I SCHOLARSHIP 6,000
BRETT MCDOWALL


4219 CARRIAGE DRIVE
SARASOTA,FL34241 		NONE I SCHOLARSHIP 7,000
BRIAN MADRIZ


30 RIO VISTA ROAD
ARCADIA,FL34266 		NONE I SCHOLARSHIP 1,500
BRIAN WILLIAMS


1918 INNISBROOK COURT
VENICE,FL34293 		NONE I SCHOLARSHIP 5,500
BROOKLYN CLINE


5050 O BAR RD
SARASOTA,FL34241 		NONE I SCHOLARSHIP 7,000
CARLOS CRUZ-OCHOA


5432 STARWOOD PL
SARASOTA,FL34232 		NONE I SCHOLARSHIP 1,000
CASSEY DAO


1790 PINYON PINE DR
SARASOTA,FL34240 		NONE I SCHOLARSHIP 1,000
CASSIDY KRAMER


11522 JACKSON MANOR CT
PARRISH,FL34219 		NONE I SCHOLARSHIP 7,000
CHARLES NYE


829 FORESTVIEW DRIVE
SARASOTA,FL34232 		NONE I SCHOLARSHIP 2,500
CHARLOTTE GILLIS


1401 FITZGERALD RD
NORTH PORT,FL34288 		NONE I SCHOLARSHIP 7,000
CHELSEA BROWN


1315 2ND AVE W
BRADENTON,FL34205 		NONE I SCHOLARSHIP 7,000
CHLOE BERNAL


1034 N LOCKWOOD RIDGE RD APT B
SARASOTA,FL34237 		NONE I SCHOLARSHIP 3,500
CHLOE SEBIRO


3463 PARKRIDGE CIR
SARASOTA,FL34243 		NONE I SCHOLARSHIP 5,500
CHLOE TERHUNE


9379 STEUBENVILLE AVE
ENGLEWOOD,FL34224 		NONE I SCHOLARSHIP 3,500
CHRISTIAN GARCIA


5848 NORTH CRANBERRY BLVD
NORTH PORT,FL34286 		NONE I SCHOLARSHIP 7,000
CHRISTOPHER HOLMES


1817 27TH AVE EAST
BRADENTON,FL34208 		NONE I SCHOLARSHIP 4,000
CHRISTOPHER PAPA


16324 CAPE HORN BLVD
PUNTA GORDA,FL33955 		NONE I SCHOLARSHIP 7,000

CITIZEN SCIENTISTS LEAGUE INC

4452 BENEVA RD
SARASOTA,FL34233 		NONE PC ORGANIZATIONAL GRANTS 20,000

COMMUNITY FOUNDATION OF SARASOTA COUNTY

2635 FRUITVILLE RD
SARASOTA,FL34237 		NONE PC ORGANIZATIONAL GRANTS 125,000

CONSERVATION FOUNDATION OF THE GULF COAST

400 PALMETTO AVE
OSPREY,FL34229 		NONE PC ORGANIZATIONAL GRANTS 150,000

CREATIVE ARTS ACADEMY

5012 100TH DR E
PARRISH,FL34219 		NONE PC ORGANIZATIONAL GRANTS 5,040
CRISTIAN VELASQUEZ


6488 SCOTSDALE ST
PUNTA GORDA,FL33950 		NONE I SCHOLARSHIP 4,500
CSENGE SEBOK


1018 40TH STREET
SARASOTA,FL34234 		NONE I SCHOLARSHIP 7,000

DESOTO CO FAIR ASSOCIATION

100 S W HEARD ST
ARCADIA,FL34266 		NONE PC ORGANIZATIONAL GRANTS 40,000

DMH REAL ESTATE HOLDINGS INC

900 N ROBERT AVE
ARCADIA,FL34266 		NONE PC ORGANIZATIONAL GRANTS 40,000
DRAKE BURNS


280 SUNSET BEACH DR
VENICE,FL34293 		NONE I SCHOLARSHIP 3,500
DYLAN HOGAN


3516 BEACON DR
PUNTA GORDA,FL33980 		NONE I SCHOLARSHIP 3,500

EARLY LEARNING COALITION OF FLORIDA'S HEARTLAND

18501 MURDOCK CIRCLE SUITE 200
PORT CHARLOTTE,FL33948 		NONE PC ORGANIZATIONAL GRANTS 10,480

EASTER SEALS OF SW FLORIDA

350 BRADEN AVE
SARASOTA,FL34243 		NONE PC ORGANIZATIONAL GRANTS 50,000
ELIF AK


5509 HAYDEN BLVD
SARASOTA,FL34232 		NONE I SCHOLARSHIP 7,000
ELIJAH MARTIN


2142 SEWARD DR
SARASOTA,FL34234 		NONE I SCHOLARSHIP 7,000
ELLA ANN WOEI


1512 PELICAN POINT DR APT BA264
SARASOTA,FL34231 		NONE I SCHOLARSHIP 7,000
EMMA BUCK


542 ENCARNACION ST
PUNTA GORDA,FL33983 		NONE I SCHOLARSHIP 5,500
ERMELINE CONSTANT


3806 101ST AVE E
PARRISH,FL34219 		NONE I SCHOLARSHIP 7,000
EVANGELINE BRANCATI


464 LOGUE RD
MYAKKA CITY,FL34251 		NONE I SCHOLARSHIP 5,500

EXCHANGE CLUB FAMILY PARTNERSHIP

602 3RD STREET EAST
BRADENTON,FL34208 		NONE PC ORGANIZATIONAL GRANTS 41,078
FAITH THOMPSON


396 MENDOZA ST
PUNTA GORDA,FL33983 		NONE I SCHOLARSHIP 5,500
FATIMA EZZAHRA MRIZIGUE


3433 CORONADO DR APT 1706
SARASOTA,FL34231 		NONE I SCHOLARSHIP 7,000

FINE ARTS SOCIETY OF SARASOTA INC

PO BOX 1432
SARASOTA,FL34230 		NONE PC ORGANIZATIONAL GRANTS 1,638

FLORIDA CENTER FOR EARLY CHILDHOOD INC

4620 17TH STREET
SARASOTA,FL34235 		NONE PC ORGANIZATIONAL GRANTS 31,481

FLORIDA PREPAID COLLEGE FOUNDATION INC

1801 HERMITAGE BLVD STE 210
TALLAHASSEE,FL32308 		NONE PC SCHOLARSHIPS 41,067

FLORIDA STATE PARKS FOUNDATION INC

1700 N MONROE STREET
TALLAHASSEE,FL32303 		NONE PC ORGANIZATIONAL GRANTS 21,325

FRIENDS OF MYAKKA RIVER

13208 STATE ROAD 72
SARASOTA,FL34241 		NONE PC ORGANIZATIONAL GRANTS 15,000

FRIENDS OF SHANNON STAUB LIBRARY

4675 CAREER LN
NORTH PORT,FL34289 		NONE PC ORGANIZATIONAL GRANTS 5,000
GERARDO GOMEZ JR


1363 GEORGETOWNE CIR
SARASOTA,FL34232 		NONE I SCHOLARSHIP 7,000
GIACOMO MUTTI


3388 RAMBLEWOOD DR SOUTH
SARASOTA,FL34237 		NONE I SCHOLARSHIP 2,500
GIOVANNI ROMAN


5754 DEER HOLLOW TRL
SARASOTA,FL34232 		NONE I SCHOLARSHIP 2,500

GIRLS INCORPORATED OF SARASOTA COUNTY

201 S TUTTLE AVE
SARASOTA,FL34237 		NONE PC ORGANIZATIONAL GRANTS 75,000
GLORIA JACKSON


213 BRIDLE PATH
ARCADIA,FL34266 		NONE I SCHOLARSHIP 3,000
GRIFFIN MACRAE


6419 2ND ST E
BRADENTON,FL34203 		NONE I SCHOLARSHIP 7,000

HABITAT FOR HUMANITY SARASOTA INC

2095 17TH ST
SARASOTA,FL34234 		NONE PC ORGANIZATIONAL GRANTS 55,999

HEALTHY TEENS COALITION OF MANATEE COUNTY INC

1023 MANATEE AVE W
BRADENTON,FL34205 		NONE PC ORGANIZATIONAL GRANTS 10,722

HEART GALLERY OF SARASOTA

202 ISLAND CIR
SARASOTA,FL34242 		NONE PC ORGANIZATIONAL GRANTS 4,000

HERMITAGE ARTISTS RETREAT

10 S DESOTO AVE SUITE 101
ENGLEWOOD,FL34223 		NONE PC ORGANIZATIONAL GRANTS 50,000

HERSHORIN SCHIFF DAY SCHOOLS OF TOMORROW

4335 WILKINSON ROAD
SARASOTA,FL34233 		NONE PC ORGANIZATIONAL GRANTS 20,000

HUMANE SOCIETY AT LWR

26920 GOPHER HILL RD
MYAKKA CITY,FL34251 		NONE PC ORGANIZATIONAL GRANTS 10,000
HUNTER INGRAM


25297 EAST LENOX CIR
PUNTA GORDA,FL33950 		NONE I SCHOLARSHIP 6,000
ISABEL PERINE


6279 BUCKINGHAM ST
SARASOTA,FL34238 		NONE I SCHOLARSHIP 7,000
ISABELLE STARK


2512 MONTEREY STREET
SARASOTA,FL34231 		NONE I SCHOLARSHIP 7,000

J5 EXPERIENCE INC

2700 LEON AVE
SARASOTA,FL34234 		NONE PC ORGANIZATIONAL GRANTS 5,824
JACKSON SEERY


912 77TH ST CT NW
BRADENTON,FL34209 		NONE I SCHOLARSHIP 5,000
JACLYN SEITZ


3065 KAABE AVE
NORTH PORT,FL34288 		NONE I SCHOLARSHIP 7,000
JAMES WILLIAMS


5007 21ST SREET WEST APT A
BRADENTON,FL34207 		NONE I SCHOLARSHIP 6,500
JASMINE HARPER


1660 GEORGETOWNE BLVD
SARASOTA,FL34232 		NONE I SCHOLARSHIP 7,000
JAYDA CHAPMAN


5861 RHAPSODY AVENUE
NORTH PORT,FL34288 		NONE I SCHOLARSHIP 7,000
JAYE KENDZIOR


5919 18TH AVE E
BRADENTON,FL34208 		NONE I SCHOLARSHIP 6,500
JAZMYN SHANNON


1548 23RD AVE W
PALMETTO,FL34221 		NONE I SCHOLARSHIP 5,000
JENNIFER CAMPOS


35100 SR 64 E
MYAKKA,FL34251 		NONE I SCHOLARSHIP 7,000
JENNIFER DEEBLE


2811 VERDE TERRACE
NORTH PORT,FL34286 		NONE I SCHOLARSHIP 2,000
JEREMIAH SOLOMON


3100 NOBLE AVE
SARASOTA,FL34234 		NONE I SCHOLARSHIP 4,000
JEWEL MEDINA


19344 YELLOWTAIL CT
VENICE,FL34292 		NONE I SCHOLARSHIP 5,000
JIMENA ROJAS CORDERO


25050 SANDHILL BLVD APT 9A4
PUNTA GORDA,FL33983 		NONE I SCHOLARSHIP 1,000
JOEL THAME


3510 ISLAND CLUB DRIVE APT 7
NORTH PORT,FL34288 		NONE I SCHOLARSHIP 7,000
JONAS SANCHEZ


1301 CAMBRIDGE DR
VENICE,FL34293 		NONE I SCHOLARSHIP 7,000
JOSALYNN TARI


2815 GUSSIE STREET
PUNTA GORDA,FL33950 		NONE I SCHOLARSHIP 5,500

JOSH PROVIDES EPILEPSY ASSISTANCE FOUNDATION INC

5428 SUNDEW DRIVE
SARASOTA,FL34238 		NONE PC ORGANIZATIONAL GRANTS 5,895
JUSTIN ROTOLO


9438 WESTMINSTER AVE
ENGLEWOOD,FL34224 		NONE I SCHOLARSHIP 2,500
KAITLYN JOHNSON


4009 YUCATAN CIR
PORT CHARLOTTE,FL33948 		NONE I SCHOLARSHIP 500

KAPPA ALPHA PSI PROJECT GUIDE RIGHT

PO BOX 573
TALLEVAST,FL34270 		NONE PC ORGANIZATIONAL GRANTS 5,962
KARA MARCEUS


1341 31ST STREET
SARASOTA,FL34234 		NONE I SCHOLARSHIP 1,000
KAROLINA PAULUS


4153 WINNERS CIRCLE APT 324
SARASOTA,FL34238 		NONE I SCHOLARSHIP 1,000
KASUMI WADE


6259 STURBRIDGE CT
SARASOTA,FL34238 		NONE I SCHOLARSHIP 7,000
KEIYI OKAMURA


4850 51ST ST W APT 8201
BRADENTON,FL34210 		NONE I SCHOLARSHIP 7,000
LAUREN MORGAN


1877 TOUCAN WAY UNIT 402
SARASOTA,FL34232 		NONE I SCHOLARSHIP 3,000
LAYTH GHNAIM


3048 ESMERALDA DR
SARASOTA,FL34243 		NONE I SCHOLARSHIP 5,000

LEGAL AID OF MANASOTA INC

1900 MAIN ST STE 302
SARASOTA,FL34236 		NONE PC ORGANIZATIONAL GRANTS 20,700
LEONEL MARINES


8406 WETHERSFIELD RUN UNIT 104
LAKEWOOD RANCH,FL34202 		NONE I SCHOLARSHIP 4,000
LILY POTTER


14827 7TH AVE E
BRADENTON,FL34212 		NONE I SCHOLARSHIP 3,500

LITERACY COUNCIL OF MANATEE COUNTY

3501 CORTEZ RD W 6
BRADENTON,FL34210 		NONE PC ORGANIZATIONAL GRANTS 11,928
LOGAN KING


4212 DONATELLO AVE
NORTH PORT,FL34286 		NONE I SCHOLARSHIP 7,000

LUTHERAN SERVICES FLORIDA

3627 W WATERS AVE
TAMPA,FL33614 		NONE PC ORGANIZATIONAL GRANTS 50,000
MADISYN CRITES


2113 GABEL OAK DR
NORTH PORT,FL34289 		NONE I SCHOLARSHIP 132
MAKENNA DENMAN


2025 CASS WAY APARTMENT 15
SARASOTA,FL34231 		NONE I SCHOLARSHIP 4,500

MANASOTA ASALH INC

PO BOX 2356
SARASOTA,FL34230 		NONE PC ORGANIZATIONAL GRANTS 4,500

MANATEE CHILDREN'S SERVICES

1227 9TH AVE W
BRADENTON,FL34205 		NONE PC ORGANIZATIONAL GRANTS 100,000

MANATEE COUNTY HABITAT FOR HUMANITY

5108 15TH ST E
BRADENTON,FL34203 		NONE PC ORGANIZATIONAL GRANTS 35,000

MANATEE TECHNICAL INSTITUTE FOUNDATION

PO BOX 15239
BRADENTON,FL34280 		NONE PC INSTITUTIONAL SCHOLARSHIP 15,000
MARCUS CRUZ-SANTIAGO


6731 NORTHAMPTON PL
BRADENTON,FL34207 		NONE I SCHOLARSHIP 7,000

MARGWINE ORGANIZATIONINC

1920 NORTHGATE BLVD
SARASOTA,FL34234 		NONE PC ORGANIZATIONAL GRANTS 10,000
MARINA BERARDI


1151 DEARDON DR
VENICE,FL34292 		NONE I SCHOLARSHIP 7,000
MAYRA ARENAS-CASTILLO


3419 16TH STREET CT E
BRADENTON,FL34208 		NONE I SCHOLARSHIP 5,000

MEALS ON WHEELS OF SARASOTA INC

421 N LIME AVE
SARASOTA,FL34237 		NONE PC ORGANIZATIONAL GRANTS 38,225
MELODY RAMOS


3249 HART WAY
SARASOTA,FL34232 		NONE I SCHOLARSHIP 6,000
NATHAN GAUTHIER


6927 ROSLYN CT
NORTH PORT,FL34287 		NONE I SCHOLARSHIP 7,000
NICHOLAS COELHO


8943 PHYLISS AVE
SARASOTA,FL34231 		NONE I SCHOLARSHIP 7,000
NICHOLAS HARRINGTON


782 PLACID LAKE DRIVE
OSPREY,FL34229 		NONE I SCHOLARSHIP 1,500
NICHOLAS PAREDES


5030 INDIAN MOUND ST
SARASOTA,FL34232 		NONE I SCHOLARSHIP 4,500
NOAH FISCHER


10 S DESOTO AVE SUITE 101
SARASOTA,FL34236 		NONE I SCHOLARSHIP 7,000
NOUR JARRAH


1085 YARMOUTH ST
PORT CHARLOTTE,FL33952 		NONE I SCHOLARSHIP 1,500
OSCAR CRUZ SALAS


5328 6TH ST E
BRADENTON,FL34203 		NONE I SCHOLARSHIP 1,500

OYSTER RIVER ECOLOGY INC

702 SUNDANCE TRAIL
WIMAUMA,FL33598 		NONE PC ORGANIZATIONAL GRANTS 10,000
PENELOPE THACHER


9949 GULFSTREAM BLVD
ENGLEWOOD,FL34223 		NONE I SCHOLARSHIP 7,000

PINES OF SARASOTA FOUNDATION INC

1501 N ORANGE AVE
SARASOTA,FL34236 		NONE PC ORGANIZATIONAL GRANTS 100,000

PROJECT PRIDE SRQ

10 S DESOTO AVE SUITE 101
SARASOTA,FL34236 		NONE PC ORGANIZATIONAL GRANTS 4,000

QUEENS OF DOMESTIC VIOLENCE AWARENESS INC

1661 RINGLING BLVD3853
SARASOTA,FL34230 		NONE PC ORGANIZATIONAL GRANTS 2,098

REBUILDING TOGETHER TAMPA BAY

3914 US HWY 301 700
TAMPA,FL33619 		NONE PC ORGANIZATIONAL GRANTS 37,920

REDLANDS CHRISTIAN MIGRANT ASSOCIATION INC

14710 SWEET CHARLIE CIR
WIMAUMA,FL33598 		NONE PC ORGANIZATIONAL GRANTS 36,221

REFLECTIONS OF MANATEE INC

1302 4TH AVE E
BRADENTON,FL34208 		NONE PC ORGANIZATIONAL GRANTS 18,000

RESILIENT RETREAT INC

13010 FRUITVILLE RD
SARASOTA,FL34240 		NONE PC ORGANIZATIONAL GRANTS 50,000
RILEY RENDLE


6604 38TH LN E
SARASOTA,FL34243 		NONE I SCHOLARSHIP 5,000
ROUSEMARY ESTRADA


5457 BRASSY LOOP
NORTH PORT,FL34287 		NONE I SCHOLARSHIP 6,500
RYLEE GROVER


4303 MURDOCK AVENUE
SARASOTA,FL34231 		NONE I SCHOLARSHIP 7,000
SABRINA LEFEBVRE


9364 STEUBENVILLE AVE
ENGLEWOOD,FL34224 		NONE I SCHOLARSHIP 7,000

SAFE CHILDREN COALITION INC

1500 INDEPENDENCE BLVD SUITE 210
SARASOTA,FL34234 		NONE PC ORGANIZATIONAL GRANTS 200,000
SALUD VILLAFUERTE


31 N SEVILLA AVENUE
ARCADIA,FL34266 		NONE I SCHOLARSHIP 2,000
SAM ELNAGGAR


5090 CENTRAL SARASOTA PKWY APT 206
SARASOTA,FL34238 		NONE I SCHOLARSHIP 7,000
SARAH SUTCLIFFE


7106 SUNNYBROOK BLVD
ENGLEWOOD,FL34224 		NONE I SCHOLARSHIP 7,000

SARASOTA BALLET

5555 N TAMIAMI TRL
SARASOTA,FL34243 		NONE PC ORGANIZATIONAL GRANTS 20,000

SARASOTA HOUSING FUNDING CORP

269 S OSPREY AVE
SARASOTA,FL34236 		NONE PC ORGANIZATIONAL GRANTS 22,502

SCHOOL BOARD OF CHARLOTTE COUNTY (ON BEHALF OF CTC)

1445 EDUCATION WAY
PORT CHARLOTTE,FL33948 		NONE PC INSTITUTIONAL SCHOLARSHIP 10,000

SCHOOL BOARD OF SARASOTA COUNTY (ON BEHALF OF SCTI)

1960 LANDINGS BLVD
SARASOTA,FL34231 		NONE PC INSTITUTIONAL SCHOLARSHIP 12,000

SERTOMA KIDS INC

2750 STICKNEY POINT RD SUITE 210
SARASOTA,FL34231 		NONE PC ORGANIZATIONAL GRANTS 11,500
SIMEON GLOVER


1375 20TH ST
SARASOTA,FL34234 		NONE I SCHOLARSHIP 3,500
SKYLA SHEEHY


3742 EAGLE HAMMOCK DR
SARASOTA,FL34240 		NONE I SCHOLARSHIP 3,000
SOFIA SANTIAGO-ESPINET


5620 CLOVERLEAF RUN
LAKEWOOD RANCH,FL34211 		NONE I SCHOLARSHIP 3,000
SOPHIA JARAMILLO


4843 SILVERMOSS DR
SARASOTA,FL34243 		NONE I SCHOLARSHIP 7,000

SOUTH FLORIDA STATE COLLEGE

600 W COLLEGE DR
AVON PARK,FL33825 		NONE PC ORGANIZATIONAL GRANTS 6,000

STATE COLLEGE OF FLORIDA FOUNDATION (SCFF)

5480 26TH ST W
BRADENTON,FL34207 		NONE PC INSTITUTIONAL SCHOLARSHIP 123,000

STEP UP SUNCOAST

6428 PARKLAND DR
SARASOTA,FL34243 		NONE PC ORGANIZATIONAL GRANTS 100,000
SUMMER MONSON


11 OAKLAND HILLS RD
ROTANDA WEST,FL33947 		NONE I SCHOLARSHIP 5,500

SUNCOAST COMMUNITIES BLOOD BANK

1760 MOUND ST
SARASOTA,FL34236 		NONE PC ORGANIZATIONAL GRANTS 40,000
SUTTON KLUNER


11477 DANCING RIVER DR
VENICE,FL34292 		NONE I SCHOLARSHIP 7,000

TAKE STOCK IN CHILDREN - MANATEE COUNTY INC

PO BOX 325
PALMETTO,FL34220 		NONE PC ORGANIZATIONAL GRANTS 20,000

TAKE STOCK IN CHILDREN OF SARASOTA CO

PO BOX 48186
SARASOTA,FL34230 		NONE PC ORGANIZATIONAL GRANTS 25,000
TAMMY FLORES


22320 MONTROSE AVE
PORT CHARLOTTE,FL339524518 		NONE I SCHOLARSHIP 7,000
TAYLOR HENDERSON


3333 KENMORE DR
SARASOTA,FL34231 		NONE I SCHOLARSHIP 4,500
TESSA MAHURIN


316 30TH ST W
BRADENTON,FL34205 		NONE I SCHOLARSHIP 7,000
THEA JANES


508 LAUREL RD W
NOKOMIS,FL34275 		NONE I SCHOLARSHIP 1,500
THY LE


1784 TOWERING OAK DR
SARASOTA,FL34232 		NONE I SCHOLARSHIP 1,500
TRINITY CARTER


515 EAST VIRGINIA AVE
PUNTA GORDA,FL33950 		NONE I SCHOLARSHIP 4,000
TRINITY OROS


18682 FORT SMITH CIR
PORT CHARLOTTE,FL33948 		NONE I SCHOLARSHIP 3,500

UNIDOSNOW

1750 17TH STREET BUILDING C-2
SARASOTA,FL34234 		NONE PC ORGANIZATIONAL GRANTS 1,000

UNITED WAY OF CHARLOTTE COUNTY

17831 MURDOCK CIR A
PORT CHARLOTTE,FL33948 		NONE PC ORGANIZATIONAL GRANTS 10,350

UNIVERSITY OF SOUTH FLORIDA FOUNDATION (USF SARASOTA-MANATEE)

4202 E FOWLER AVE
TAMPA,FL33620 		NONE PC INSTITUTIONAL SCHOLARSHIP 65,000
VANESSA TASE SUEIRO


2900 WOODPINE CT
SARASOTA,FL34231 		NONE I SCHOLARSHIP 7,000
VICTORIA GARCIA


2155 WOOD ST APT A26
SARASOTA,FL34237 		NONE I SCHOLARSHIP 3,500

YMCA OF SOUTHWEST FLORIDA INC

701 CENTER RD
VENICE,FL34285 		NONE PC ORGANIZATIONAL GRANTS 200,000
ZECHERIAH RIDDLE


3376 TUPELO AVE
NORTH PORT,FL34286 		NONE I SCHOLARSHIP 4,500
Total .................................right arrow 3a 2,983,658
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 ....     14 2,039,160  
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 .....     14 939  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -82,561  
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 1,957,538 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,957,538
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
WILLIAM G AND MARIE SELBY
 
FOUNDATION INC
EIN:
84-2333839
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 80,703 0   80,703

TY 2023 InvestmentsCorpBondsSchedule
Name:
WILLIAM G AND MARIE SELBY
 
FOUNDATION INC
EIN:
84-2333839
Name of Bond End of Year Book Value End of Year Fair Market Value
INTER-TERM INVEST-GR ADM 10,620,286 10,620,286
TOT INTL BOND IX ADMIRAL 3,503,415 3,503,415
TOTAL BOND MKT INDEX INST 10,490,024 10,490,024

TY 2023 InvestmentsCorpStockSchedule
Name:
WILLIAM G AND MARIE SELBY
 
FOUNDATION INC
EIN:
84-2333839
Name of Stock End of Year Book Value End of Year Fair Market Value
TOT INTL STOCK IX INST 19,486,109 19,486,109
TOTAL STOCK MKT IDX INST 29,437,482 29,437,482

TY 2023 LandEtcSchedule2
Name:
WILLIAM G AND MARIE SELBY
 
FOUNDATION INC
EIN:
84-2333839
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
EQUIPMENT 3,150 2,928 222 222


TY 2023 LegalFeesSchedule
Name:
WILLIAM G AND MARIE SELBY
 
FOUNDATION INC
EIN:
84-2333839
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 2,739 0   2,739


TY 2023 OtherAssetsSchedule
Name:
WILLIAM G AND MARIE SELBY
 
FOUNDATION INC
EIN:
84-2333839
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
RIGHT OF USE ASSET 58,402 14,792 14,792
DEFERRED FEDERAL EXCISE TAX ASSET 121,013 5,740 5,740


TY 2023 OtherExpensesSchedule
Name:
WILLIAM G AND MARIE SELBY
 
FOUNDATION INC
EIN:
84-2333839
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DUES & SUBSCRIPTIONS 13,647 0   13,647
INSURANCE 7,646 0   7,646
COMPUTER EXPENSE 7,007 0   7,007
TELEPHONE 511 0   511
OFFICE EXPENSE 2,153 0   2,153
SERVICE CONTRACTS 15,679 0   15,679
POSTAGE 241 0   241
CLEANING & JANITORIAL 3,625 0   3,625
SELBY SCHOLARS LUNCHEON 17,574 0   17,574
MISCELLANEOUS 5,682 0   5,681
IRS PENALTIES 1,928 0   0
INTEREST EXPENSE 238 0   238
RECOVERY OF PRIOR YEAR GRANTS -50,000 0   -50,000


TY 2023 OtherIncomeSchedule2
Name:
WILLIAM G AND MARIE SELBY
 
FOUNDATION INC
EIN:
84-2333839
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MISCELLANEOUS 939 939 939


TY 2023 OtherIncreasesSchedule
Name:
WILLIAM G AND MARIE SELBY
 
FOUNDATION INC
EIN:
84-2333839
Description Amount
UNREALIZED GAIN 8,340,179
ACCRUAL TO CASH ADJUSTMENT 71,294
ROUNDING 2


TY 2023 OtherLiabilitiesSchedule
Name:
WILLIAM G AND MARIE SELBY
 
FOUNDATION INC
EIN:
84-2333839
Description Beginning of Year - Book Value End of Year - Book Value
PAYROLL LIABILITIES 7,928 4,856
LONG-TERM LEASE LIABILITY 18,174 0
EXCISE TAX PAYABLE 10,196 29,488


TY 2023 OtherProfessionalFeesSchedule
Name:
WILLIAM G AND MARIE SELBY
 
FOUNDATION INC
EIN:
84-2333839
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 35,043 35,043   0


TY 2023 TaxesSchedule
Name:
WILLIAM G AND MARIE SELBY
 
FOUNDATION INC
EIN:
84-2333839
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROPERTY TAXES 8,691 0   8,691
EXCISE TAX 143,143 0   0