Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
CHARLES E AND CHARLOTTE T CURRY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 919798
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ORLANDO, FL328919798
A Employer identification number

43-6039016
B Telephone number (see instructions)

(864) 282-3173
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$2,256,890J 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 415 415  
4 Dividends and interest from securities... 55,076 54,965  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -104,772
b Gross sales price for all assets on line 6a 2,515,777
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
714    
12 Total. Add lines 1 through 11........ -48,567 55,380  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 12,000     12,000
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
250 0 0 250
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
17,815 17,815   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
661 661   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
192 1   191
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 30,918 18,477 0 12,441
25 Contributions, gifts, grants paid....... 91,500 91,500
26 Total expenses and disbursements. Add lines 24 and 25 122,418 18,477 0 103,941
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -170,985
b Net investment income (if negative, enter -0-) 36,903
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 33 25,810 25,810
2 Savings and temporary cash investments......... 26,813 85,303 85,303
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 535,796    
c Investments—corporate bonds (attach schedule)....... 370,000 Click to see attachment
List of Attached Documents:
// Content
316,413 		336,730
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).......... 1,280,588 Click to see attachment
List of Attached Documents:
// Content
1,618,141 		1,809,047
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,213,230 2,045,667 2,256,890
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,213,230 2,045,667
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)..... 2,213,230 2,045,667
30 Total liabilities and net assets/fund balances (see instructions). 2,213,230 2,045,667
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
2,213,230
2
Enter amount from Part I, line 27a .....................
2
-170,985
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
4,680
4
Add lines 1, 2, and 3 ..........................
4
2,046,925
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,258
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,045,667
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 2.34 GNMA II PL #002589 6.000% 5/20/28   2006-01-01 2023-01-20
b 28. PIONEER NATURAL RESOURCES CO COM     2023-02-01
c 2.35 GNMA II PL #002589 6.000% 5/20/28   2006-01-01 2023-02-20
d 530. S & P 500 DEPOSITARY RECEIPT COMMON     2023-03-01
e 77. AMERICAN ELECTR PWR CO INC COM S*   2022-02-23 2023-03-03
440. FORD MOTOR COMPANY     2023-03-03
7. JOHNSON & JOHNSON   2022-05-04 2023-03-03
64. JOHNSON & JOHNSON   2022-01-04 2023-03-03
9. WAL MART STORES INCORPORATED   2022-04-01 2023-03-03
10. WAL MART STORES INCORPORATED   2022-01-04 2023-03-03
1.99 GNMA II PL #002589 6.000% 5/20/28   2006-01-01 2023-03-20
800. ISHARES BARCLAYS 1-3 YR TREASURY BD   2022-06-27 2023-04-06
160. S & P 500 DEPOSITARY RECEIPT COMMON   2021-08-27 2023-04-06
2.28 GNMA II PL #002589 6.000% 5/20/28   2006-01-01 2023-04-20
205. AES CORP   2022-09-07 2023-04-21
36. CROWN CASTLE INC REIT   2017-05-03 2023-04-21
74. DARLING INGREDIENTS INC   2022-06-22 2023-04-21
16. HOME DEPOT INCORPORATED   2022-01-04 2023-04-21
10. QUANTA SERVICES INC   2022-01-04 2023-04-21
12. TRANE TECHNOLOGIES PLC   2021-11-03 2023-04-21
2.27 GNMA II PL #002589 6.000% 5/20/28   2006-01-01 2023-05-20
33. AMGEN INCORPORATED     2023-05-26
63. QUALCOMM INC COMMON     2023-05-26
18. TRACTOR SUPPLY CO   2022-01-04 2023-05-26
5. ULTA BEAUTY SALON COM   2022-06-22 2023-05-26
35. NXP SEMICONDUCTORS N V   2022-06-22 2023-05-26
15. ELEVANCE HEALTH INC   2022-05-04 2023-06-15
34. CDW CORP   2022-09-16 2023-06-15
2. CHIPOTLE MEXICAN GRILL INC   2022-09-07 2023-06-15
5. COSTCO WHOLESALE CORP     2023-06-15
5. O'REILLY AUTOMOTIVE INC   2022-05-04 2023-06-15
27. TRACTOR SUPPLY CO   2022-01-04 2023-06-15
7. UNITED HEALTH GROUP INC   2012-03-01 2023-06-15
41. ARCH CAPITAL GROUP LTD   2022-12-12 2023-06-15
2.37 GNMA II PL #002589 6.000% 5/20/28   2006-01-01 2023-06-20
24. CORTEVA INC   2022-09-07 2023-07-14
117. CORTEVA INC     2023-07-14
6. THERMO ELECTRON COMMON   2022-01-04 2023-07-14
2.06 GNMA II PL #002589 6.000% 5/20/28   2006-01-01 2023-07-20
25. ALPHABET INC CL A   2022-01-04 2023-07-25
72. OMNICOM GROUP INCORPORATED   2023-04-21 2023-07-25
35. APPLE COMPUTER COM   2022-01-04 2023-08-03
11. THERMO ELECTRON COMMON   2022-01-04 2023-08-03
67. APPLE COMPUTER COM   2022-01-04 2023-08-10
2.12 GNMA II PL #002589 6.000% 5/20/28   2006-01-01 2023-08-20
10. ULTA BEAUTY SALON COM   2022-06-22 2023-08-24
108. BRISTOL MYERS SQUIBB COMPANY   2022-05-04 2023-09-13
16. ALPHABET INC CL C   2015-06-29 2023-09-20
8. ALPHABET INC CL A   2022-01-04 2023-09-20
16. AMAZON COM INC COM   2021-11-03 2023-09-20
5. ANALOG DEVICES INC   2023-03-03 2023-09-20
20. APPLE COMPUTER COM   2022-01-04 2023-09-20
8. APPLIED MATERIALS   2022-01-04 2023-09-20
13. BANK OF NEW YORK MELLON CORP   2023-03-03 2023-09-20
12. WR BERKLEY CORP   2022-12-12 2023-09-20
2. BLACKROCK INC   2022-01-04 2023-09-20
1. BOOKING HOLDINGS INC   2023-05-26 2023-09-20
2. BROADCOM INC   2023-05-26 2023-09-20
5. CADENCE DESIGN SYSTEMS INC   2023-03-03 2023-09-20
4. CARLISLE COS INC   2022-01-04 2023-09-20
7. CHEVRONTEXACO CORP   2022-01-04 2023-09-20
1. CHIPOTLE MEXICAN GRILL INC   2022-09-07 2023-09-20
8. CONOCOPHILLIPS COM   2022-09-07 2023-09-20
2. COSTCO WHOLESALE CORP   2022-01-04 2023-09-20
4. ECOLABS INC   2023-07-14 2023-09-20
16. EXELON CORP COM   2023-04-21 2023-09-20
6. FACEBOOK INC CL A   2023-08-03 2023-09-20
2.32 GNMA II PL #002589 6.000% 5/20/28   2006-01-01 2023-09-20
3. HCA HOLDINGS INC   2022-03-18 2023-09-20
22. HALLIBURTON CO   2023-02-01 2023-09-20
3. HERSHEY FOODS   2023-04-21 2023-09-20
4. HOME DEPOT INCORPORATED   2022-01-04 2023-09-20
4. HONEYWELL INTERNATIONAL INC   2022-12-12 2023-09-20
2. INTUITIVE SURGICAL INC   2023-06-15 2023-09-20
4. IQVIA HOLDINGS INC   2022-01-04 2023-09-20
8. J.P. MORGAN CHASE & CO.   2022-01-04 2023-09-20
11. KNIGHT-SWIFT TRANSN HLDGS INC   2022-01-04 2023-09-20
3. LPL FINANCIAL HOLDINGS INC   2023-03-03 2023-09-20
2. MARTIN MARIETTA MATLS INC   2023-08-03 2023-09-20
10. MERCK & CO INC   2011-11-18 2023-09-20
14. MICROSOFT CORPORATION   2021-12-13 2023-09-20
2. MOLINA HEALTHCARE INC   2023-09-15 2023-09-20
9. MORGAN STANLEY DEAN WITTER DIS CO   2022-01-04 2023-09-20
3. NETFLIX INC   2023-07-25 2023-09-20
9. NEXTERA ENERGY INC   2021-11-03 2023-09-20
4. NVIDIA CORP   2023-08-03 2023-09-20
1. O'REILLY AUTOMOTIVE INC   2022-05-04 2023-09-20
4. ORACLE CORPORATION   2023-06-15 2023-09-20
6. PNC BANK CORP COM   2022-01-04 2023-09-20
2. PALO ALTO NETWORKS INC   2023-08-03 2023-09-20
6. PEPSICO INCORPORATED   2022-12-12 2023-09-20
6. PHILLIPS 66   2023-08-10 2023-09-20
4. QUANTA SERVICES INC   2022-01-04 2023-09-20
11. RTX CORPORATION   2022-12-12 2023-09-20
9. TARGA RESOURCES   2023-08-10 2023-09-20
3. TESLA MOTORS INC   2023-06-15 2023-09-20
4. UNION PAC CORP   2022-01-04 2023-09-20
3. UNITED HEALTH GROUP INC   2012-03-01 2023-09-20
3. VERTEX PHARMACEUTICALS INC   2023-08-10 2023-09-20
5. VISA INC   2022-01-04 2023-09-20
19. VONTIER CORP   2023-03-03 2023-09-20
6. WAL MART STORES INCORPORATED   2022-01-04 2023-09-20
4. ARCH CAPITAL GROUP LTD   2022-12-12 2023-09-20
9. ARCH CAPITAL GROUP LTD   2022-04-01 2023-09-20
4. TRANE TECHNOLOGIES PLC   2021-11-03 2023-09-20
82. NEXTERA ENERGY INC     2023-10-04
24. HERSHEY FOODS   2023-04-21 2023-10-12
14. ARCH CAPITAL GROUP LTD   2022-04-01 2023-10-12
2.8 GNMA II PL #002589 6.000% 5/20/28   2006-01-01 2023-10-20
144. ALPHABET INC CL C   2015-06-29 2023-10-30
67. ALPHABET INC CL A   2022-01-04 2023-10-30
58. AMAZON COM INC COM     2023-10-30
88. AMAZON COM INC COM   2021-11-03 2023-10-30
5. ANALOG DEVICES INC   2023-03-03 2023-10-30
37. ANALOG DEVICES INC   2022-06-22 2023-10-30
185. APPLE COMPUTER COM     2023-10-30
76. APPLIED MATERIALS     2023-10-30
117. BANK OF NEW YORK MELLON CORP   2023-03-03 2023-10-30
105. WR BERKLEY CORP   2022-12-12 2023-10-30
9. BLACKROCK INC   2022-01-04 2023-10-30
5060.728 BLACKROCK EVENT DRIVEN EQ-IS     2023-10-30
2. BOOKING HOLDINGS INC   2023-03-03 2023-10-30
11. BROADCOM INC   2023-05-26 2023-10-30
1. CADENCE DESIGN SYSTEMS INC   2023-03-03 2023-10-30
37. CADENCE DESIGN SYSTEMS INC   2022-09-16 2023-10-30
31. CARLISLE COS INC   2022-01-04 2023-10-30
57. CHEVRONTEXACO CORP     2023-10-30
2. CHIPOTLE MEXICAN GRILL INC   2022-12-12 2023-10-30
1. CHIPOTLE MEXICAN GRILL INC   2022-09-07 2023-10-30
67. CONOCOPHILLIPS COM     2023-10-30
19. COSTCO WHOLESALE CORP   2022-01-04 2023-10-30
192.238 EATON VANCE-ATLANTA SMID-R6   2021-12-01 2023-10-30
36. ECOLABS INC   2023-07-14 2023-10-30
152. EXELON CORP COM   2023-04-21 2023-10-30
56. FACEBOOK INC CL A     2023-10-30
23. HCA HOLDINGS INC   2022-03-18 2023-10-30
207. HALLIBURTON CO     2023-10-30
31. HOME DEPOT INCORPORATED     2023-10-30
1. HONEYWELL INTERNATIONAL INC   2022-12-12 2023-10-30
31. HONEYWELL INTERNATIONAL INC   2022-01-04 2023-10-30
16. INTUITIVE SURGICAL INC   2023-06-15 2023-10-30
30. IQVIA HOLDINGS INC   2022-01-04 2023-10-30
2600. ISHARES BARCLAYS 1-3 YR TREASURY BD   2023-03-01 2023-10-30
200. ISHARES BARCLAYS 1-3 YR TREASURY BD   2022-06-27 2023-10-30
2310. I SHARES EAFE INDEX FUND     2023-10-30
76. J.P. MORGAN CHASE & CO.     2023-10-30
99. KNIGHT-SWIFT TRANSN HLDGS INC   2022-01-04 2023-10-30
18. LPL FINANCIAL HOLDINGS INC   2023-03-03 2023-10-30
3610.283 BRANDYWINEGLOBAL CORP CREDIT FD-IS     2023-10-30
9. ELI LILLY & COMPANY   2023-10-12 2023-10-30
14. MARTIN MARIETTA MATLS INC     2023-10-30
86. MERCK & CO INC   2011-11-18 2023-10-30
35666.186 METROPOLITAN WEST T/R BD-PLN     2023-10-30
132. MICROSOFT CORPORATION     2023-10-30
19. MOLINA HEALTHCARE INC     2023-10-30
80. MORGAN STANLEY DEAN WITTER DIS CO     2023-10-30
23. NETFLIX INC     2023-10-30
35. NVIDIA CORP     2023-10-30
6. O'REILLY AUTOMOTIVE INC   2022-05-04 2023-10-30
31. ORACLE CORPORATION   2023-06-15 2023-10-30
50. PNC BANK CORP COM     2023-10-30
26. PALO ALTO NETWORKS INC     2023-10-30
24. PEPSICO INCORPORATED   2022-12-12 2023-10-30
28. PEPSICO INCORPORATED   2022-09-07 2023-10-30
6. PHILLIPS 66   2023-08-10 2023-10-30
45. PHILLIPS 66   2022-06-03 2023-10-30
38. QUANTA SERVICES INC   2022-01-04 2023-10-30
4. RTX CORPORATION   2022-12-12 2023-10-30
93. RTX CORPORATION     2023-10-30
1006. S & P 500 DEPOSITARY RECEIPT COMMON     2023-10-30
77. TARGA RESOURCES   2023-08-10 2023-10-30
19. TESLA MOTORS INC   2023-06-15 2023-10-30
35. UNION PAC CORP   2022-01-04 2023-10-30
26. UNITED HEALTH GROUP INC   2012-03-01 2023-10-30
4422.997 VANGUARD DEVELOPED MKTS INDEX -127   2018-10-18 2023-10-30
14. VERTEX PHARMACEUTICALS INC     2023-10-30
11. VERTEX PHARMACEUTICALS INC   2022-10-05 2023-10-30
43. VISA INC     2023-10-30
179. VONTIER CORP     2023-10-30
57. WAL MART STORES INCORPORATED   2022-01-04 2023-10-30
103. ARCH CAPITAL GROUP LTD   2022-04-01 2023-10-30
33. TRANE TECHNOLOGIES PLC   2021-11-03 2023-10-30
417.246 FPA CRESCENT FUND-SUPR INST   2023-10-30 2023-10-31
672.766 FPA CRESCENT FUND-SUPR INST   2023-10-30 2023-11-03
2.52 GNMA II PL #002589 6.000% 5/20/28   2006-01-01 2023-11-20
846. ISHARES 20 PLUS YEAR TREASURY BD ETF   2023-04-06 2023-12-15
2.11 GNMA II PL #002589 6.000% 5/20/28   2006-01-01 2023-12-20
595.355 FPA CRESCENT FUND-SUPR INST   2023-10-30 2023-12-28
603. SPDR BLOOMBERG 1-3 MONTH T-BILL ETF   2023-10-30 2023-12-28
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 2   2  
b 6,295   5,346 949
c 2   2  
d 209,807   243,554 -33,747
e 6,811   6,587 224
5,724   9,339 -3,615
1,074   1,250 -176
9,821   10,973 -1,152
1,263   1,351 -88
1,403   1,422 -19
2   2  
65,903   66,024 -121
65,143   71,935 -6,792
2   2  
4,918   5,534 -616
4,524   3,234 1,290
4,218   4,894 -676
4,800   6,585 -1,785
1,658   1,156 502
2,120   2,141 -21
2   2  
7,159   7,202 -43
6,805   10,491 -3,686
3,799   4,247 -448
2,125   2,006 119
6,282   5,547 735
6,832   7,475 -643
6,039   5,774 265
4,142   3,319 823
2,644   2,865 -221
4,615   3,034 1,581
5,871   6,371 -500
3,298   392 2,906
2,875   2,459 416
2   2  
1,296   1,478 -182
6,319   5,526 793
3,163   3,689 -526
2   2  
3,033   3,600 -567
5,941   6,746 -805
6,720   6,285 435
6,056   6,764 -708
11,983   12,032 -49
2   2  
4,275   4,012 263
6,502   8,165 -1,663
2,221   419 1,802
1,103   1,152 -49
2,216   2,705 -489
895   925 -30
3,587   3,592 -5
1,110   1,258 -148
577   667 -90
787   886 -99
1,382   1,842 -460
3,135   2,654 481
1,700   1,591 109
1,187   976 211
1,095   995 100
1,172   853 319
1,920   1,660 260
979   851 128
1,129   1,125 4
709   752 -43
661   691 -30
1,830   1,888 -58
2   2  
768   779 -11
906   895 11
631   783 -152
1,260   1,646 -386
785   849 -64
606   656 -50
840   1,057 -217
1,197   1,347 -150
586   671 -85
741   768 -27
850   899 -49
1,083   335 748
4,613   4,776 -163
662   654 8
801   940 -139
1,189   1,287 -98
611   767 -156
1,743   1,797 -54
931   607 324
450   505 -55
751   1,297 -546
470   472 -2
1,074   1,098 -24
718   692 26
787   463 324
834   1,088 -254
768   758 10
801   772 29
852   1,009 -157
1,448   168 1,280
1,076   1,048 28
1,218   1,118 100
590   520 70
980   853 127
326   240 86
733   436 297
818   714 104
4,216   6,922 -2,706
4,508   6,266 -1,758
1,163   678 485
3   3  
18,075   3,770 14,305
8,325   9,648 -1,323
7,577   7,622 -45
11,496   14,877 -3,381
785   925 -140
5,809   5,496 313
31,417   29,673 1,744
9,954   11,803 -1,849
4,923   6,007 -1,084
6,881   7,755 -874
5,428   8,289 -2,861
49,038   50,000 -962
5,569   5,240 329
9,178   8,750 428
233   195 38
8,632   6,006 2,626
7,785   7,708 77
8,257   4,600 3,657
3,806   3,096 710
1,903   1,660 243
7,836   6,717 1,119
10,415   10,690 -275
6,538   7,342 -804
5,731   6,766 -1,035
5,847   6,564 -717
17,000   16,383 617
5,147   5,975 -828
8,119   8,148 -29
8,638   11,907 -3,269
178   212 -34
5,519   6,468 -949
4,125   5,250 -1,125
5,267   7,931 -2,664
210,702   209,885 817
16,208   16,506 -298
153,622   143,007 10,615
10,423   12,516 -2,093
4,799   6,040 -1,241
4,040   4,606 -566
35,309   40,000 -4,691
5,104   5,475 -371
5,661   6,091 -430
8,886   2,883 6,003
282,476   369,820 -87,344
44,292   42,077 2,215
6,224   6,195 29
5,608   8,256 -2,648
9,390   8,747 643
14,259   14,319 -60
5,614   3,641 1,973
3,143   3,911 -768
5,605   8,286 -2,681
6,220   6,144 76
3,872   4,391 -519
4,517   4,809 -292
663   692 -29
4,976   4,661 315
6,210   4,395 1,815
314   395 -81
7,300   8,028 -728
415,670   416,834 -1,164
6,396   6,488 -92
3,782   4,888 -1,106
7,162   8,829 -1,667
13,690   1,455 12,235
59,755   57,278 2,477
4,992   4,562 430
3,922   3,303 619
9,955   9,253 702
5,193   4,901 292
9,223   8,103 1,120
8,516   4,991 3,525
6,184   5,887 297
15,000   14,942 58
25,000   24,092 908
3   2 1
83,838   91,863 -8,025
2   2  
23,076   21,320 1,756
55,099   55,370 -271
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
      10,395
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        
b       949
c        
d       -33,747
e       224
      -3,615
      -176
      -1,152
      -88
      -19
       
      -121
      -6,792
       
      -616
      1,290
      -676
      -1,785
      502
      -21
       
      -43
      -3,686
      -448
      119
      735
      -643
      265
      823
      -221
      1,581
      -500
      2,906
      416
       
      -182
      793
      -526
       
      -567
      -805
      435
      -708
      -49
       
      263
      -1,663
      1,802
      -49
      -489
      -30
      -5
      -148
      -90
      -99
      -460
      481
      109
      211
      100
      319
      260
      128
      4
      -43
      -30
      -58
       
      -11
      11
      -152
      -386
      -64
      -50
      -217
      -150
      -85
      -27
      -49
      748
      -163
      8
      -139
      -98
      -156
      -54
      324
      -55
      -546
      -2
      -24
      26
      324
      -254
      10
      29
      -157
      1,280
      28
      100
      70
      127
      86
      297
      104
      -2,706
      -1,758
      485
       
      14,305
      -1,323
      -45
      -3,381
      -140
      313
      1,744
      -1,849
      -1,084
      -874
      -2,861
      -962
      329
      428
      38
      2,626
      77
      3,657
      710
      243
      1,119
      -275
      -804
      -1,035
      -717
      617
      -828
      -29
      -3,269
      -34
      -949
      -1,125
      -2,664
      817
      -298
      10,615
      -2,093
      -1,241
      -566
      -4,691
      -371
      -430
      6,003
      -87,344
      2,215
      29
      -2,648
      643
      -60
      1,973
      -768
      -2,681
      76
      -519
      -292
      -29
      315
      1,815
      -81
      -728
      -1,164
      -92
      -1,106
      -1,667
      12,235
      2,477
      430
      619
      702
      292
      1,120
      3,525
      297
      58
      908
      1
      -8,025
       
      1,756
      -271
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 -104,772
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) 1 513
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........................... 3 513
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- ..... 5 513
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,872
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,872
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,359
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow516 Refundedright arrow 11 1,843
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowSC
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 arrow  
14
The books are in care ofright arrowTRUIST BANK Telephone no.right arrow (864) 282-3173

Located atright arrowPO BOX 919798ORLANDOFL ZIP+4right arrow328919798
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
CHARLOTTE CURRY PRESIDENT
24 		12,000    
6 SOUTH MARINA DR
KEY LARGO,FL33037
SHERRY RUFFING TRUSTEE
12 		0    
4935 LITTLE FALLS RD
ARLINGTON,VA22207
THOMAS A KNOX TRUSTEE
12 		0    
127 OTIS ST
NEWTON,MA02460
JENNIFER SCHREYER TRUSTEE
12 		0    
4214 OAKMORE RD
OAKLAND,CA94602
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
2,096,496
b
Average of monthly cash balances.......................
1b
45,901
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,142,397
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
2,142,397
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
32,136
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,110,261
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
105,513
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
105,513
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
513
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
513
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
105,000
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
105,000
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
105,000
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
103,941
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
103,941
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 7 105,000
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 27,593
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 103,941
a Applied to 2022, but not more than line 2a 27,593
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..... 76,348
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 .......... 		28,652
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.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AFC2023 BENEFIT

2921 11TH ST SOUTH
ARLINGTON,VA22204 		NONE PC GENERAL OPERATING 6,000

ALAMEDA COUNTY FOOD BANK

PO BOX 2599
OAKLAND,CA94614 		NONE PC GENERAL OPERATING 5,000

AMERICAN MUSEUM OF FLY FISHING

4070 MAIN ST
MANCHESTER,VT05254 		NONE PC GENERAL OPERATING 500

BREAST CANCER RESEARCH FDN

28 WEST 44TH ST STE 609
NEW YORK,NY10036 		NONE PC GENERAL OPERATING 5,000

BRIMMER & MAY SCHOOL

69 MIDDLESEX RD
CHESTNUT HILL,MA02467 		NONE PC GENERAL OPERATING 5,000

CAMP SEAGULL FINANCIAL DEVELOPMENT

218 SEA GULL LANDING
ARAPAHOE,NC28510 		NONE PC GENERAL OPERATING 500

CLEMSON UNIVERSITY FOUNDATION

PO BOX 1889
CLEMSON,SC29633 		NONE PC GENERAL OPERATING 2,000

CURE ALZHEIMER'S FUND

34 WASHINGTON STREET STE 200
WELLESLEY HILLS,MA02481 		NONE PC GENERAL OPERATING 4,000

DOORWAYS INC

852 NEWMAN AVE
SEEKONK,MA02771 		NONE PC GENERAL OPERATING 2,000

HIGHLANDSCASHIERS LAND TRUST

PO BOX 1703
HIGHLANDS,NC28741 		NONE PC GENERAL OPERATING 2,000

ISLAND DOLPHIN CARE

150 LORELANE PLACE
KEY LARGO,FL33037 		NONE PC GENERAL OPERATING 2,000

NORTHERN VIRGINIA ALLIANCE LEAGUE

PO BOX 5165
ARLINGTON,VA22205 		NONE PC GENERAL OPERATING 2,500

OCEAN REEF ALL CHARITIES FOUNDATION

35 OCEAN REEF DR STE 148
KEY LARGO,FL33037 		NONE PC GENERAL OPERATING 2,000

OCEAN REEF COMMUNITY FOUNDATION

35 OCEAN REEF DRIVE STE 148
KEY LARGO,FL33037 		NONE PC GENERAL OPERATING 7,500

OCEAN REEF MEDICAL CENTER FOUNDATION

50 BARRACUDA LANE
KEY LARGO,FL33037 		NONE PC GENERAL OPERATING 2,500

PHOENIX BIKES

909 S DINWIDDIE ST
ARLINGTON,VA22204 		NONE PC GENERAL OPERATING 1,000

PIERRE'S BIRTHDAY FUND

6114 LA SALLE AVE 474
OAKLAND,CA94611 		NONE PC GENERAL OPERATING 10,000

PLANNED PARENTHOOD FEDERATION OF AMERICA

1110 VERMONT AVE
WASHINGTON,DC20005 		NONE PC GENERAL OPERATING 5,000

PROTESTANT FOUNDATION OF OCEAN REEF

31 OCEAN REEF DRIVE 248
KEY LARGO,FL33037 		NONE PC GENERAL OPERATING 2,000

RUNNING FOR A BETTER OAKLAND

PO BOX 20433
OAKLAND,CA94602 		NONE PC GENERAL OPERATING 2,000

SILENT SPRING INSTITUTE

320 NEVADA STREET STE 302
NEWTON,MA02460 		NONE PC GENERAL OPERATING 5,000

ST MARY'S EPISCOPAL CHURCH

2609 N GLEBE RD
ARLINGTON,VA22207 		NONE PC GENERAL OPERATING 4,000

THE MADEIRA SCHOOL FUND

8328 GEORGETOWN PIKE
MCLEAN,VA22102 		NONE PC GENERAL OPERATING 2,000

UCFS FOUNDATION

PO BOX 45339
SAN FRANCISCO,CA94145 		NONE PC GENERAL OPERATING 2,000

WASHINGTON GOLF & COUNTRY CLUB SHIELD
FOUNDATION
3017 N GLEBE RD
ARLINGTON,VA22207 		NONE PC GENERAL OPERATING 3,000

WOLF TRAP FDN FOR THE PERFORMING ARTS

1645 TRAP RD
VIENNA,VA22182 		NONE PC GENERAL OPERATING 2,000

YMCA CAMP SEAGULL

218 SEA GULL LANDING
ARAPAHOE,NC28510 		NONE PC GENERAL OPERATING 5,000
Total .................................right arrow 3a 91,500
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 415  
4 Dividends and interest from securities ....     14 55,076  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -104,772  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 714  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   -48,567  
13Total. Add line 12, columns (b), (d), and (e)..................
13
-48,567
(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.
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Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
CHARLES E AND CHARLOTTE T CURRY FOUNDATION
EIN:
43-6039016
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 250     250

TY 2023 InvestmentsCorpBondsSchedule
Name:
CHARLES E AND CHARLOTTE T CURRY FOUNDATION
EIN:
43-6039016
Name of Bond End of Year Book Value End of Year Fair Market Value
592905764 METROPOLITAN WEST TO    
258620566 DOUBLELINE TOTAL RET 157,924 169,013
464287226 ISHARES CORE US AGGR 83,701 84,065
464287432 ISHARES 20+ YEAR TRE 74,788 83,652

TY 2023 InvestmentsCorpStockSchedule
Name:
CHARLES E AND CHARLOTTE T CURRY FOUNDATION
EIN:
43-6039016
Name of Stock End of Year Book Value End of Year Fair Market Value
02079K107 ALPHABET INC CL C    
110122108 BRISTOL MYERS SQUIBB    
166764100 CHEVRON CORP    
40412C101 HCA HEALTHCARE INC    
58933Y105 MERCK & CO INC    
693475105 PNC FINL SVCS GROUP    
91324P102 UNITEDHEALTH GROUP I    
N6596X109 NXP SEMICONDUCTORS N    
023135106 AMAZON.COM INC    
031162100 AMGEN INC    
037833100 APPLE INC    
038222105 APPLIED MATERIALS IN    
22052L104 CORTEVA INC    
437076102 HOME DEPOT INC    
46625H100 JP MORGAN CHASE & CO    
594918104 MICROSOFT CORP    
617446448 MORGAN STANLEY    
65339F101 NEXTERA ENERGY INC    
723787107 PIONEER NATURAL RESO    
747525103 QUALCOMM INC    
92826C839 VISA INC CL A    
G8994E103 TRANE TECHNOLOGIES P    
00130H105 AES CORP    
02079K305 ALPHABET INC CL A    
025537101 AMERICAN ELEC PWR IN    
032654105 ANALOG DEVICES INC    
036752103 ELEVANCE HEALTH INC    
084423102 WR BERKLEY CORP    
09247X101 BLACKROCK INC    
12514G108 CDW CORP    
127387108 CADENCE DESIGN SYSTE    
142339100 CARLISLE COS INC    
169656105 CHIPOTLE MEXICAN GRI    
20825C104 CONOCOPHILLIPS    
22160K105 COSTCO WHOLESALE COR    
237266101 DARLING INGREDIENTS    
345370860 FORD MOTOR CO DEL    
438516106 HONEYWELL INTERNATIO    
46266C105 IQVIA HOLDINGS INC    
478160104 JOHNSON & JOHNSON    
499049104 KNIGHT-SWIFT TRANSN    
67103H107 O'REILLY AUTOMOTIVE    
713448108 PEPSICO INC    
718546104 PHILLIPS 66    
74762E102 QUANTA SERVICES INC    
75513E101 RAYTHEON TECHNOLOGIE    
883556102 THERMO FISHER SCIENT    
892356106 TRACTOR SUPPLY CO    
90384S303 ULTA BEAUTY INC    
907818108 UNION PAC CORP    
92532F100 VERTEX PHARMACEUTICA    
931142103 WALMART INC    
G0450A105 ARCH CAPITAL GROUP L    

TY 2023 InvestmentsOtherSchedule2
Name:
CHARLES E AND CHARLOTTE T CURRY FOUNDATION
EIN:
43-6039016
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
36202C2W2 GOVT NATL MTGE ASSN AT COST 96 102
09250J734 BLACKROCK EVENT DRIV      
22822V101 CROWN CASTLE INC      
256210105 DODGE & COX INCOME F AT COST 232,359 251,059
277902235 EATON VANCE ATLANTA AT COST 102,658 102,847
464287465 ISHARES MSCI EAFE ET      
78462F103 SPDR S&P 500 ETF TRU      
921943809 VANGUARD DEVELOPED M      
14064D873 FULLER & THALER BEHA AT COST 62,000 79,339
464287457 ISHARES BARCLAYS 1-3      
52472T767 BRANDYWINEGLOBAL COR      
00771X419 GQG PARTNERS EMERGIN AT COST 35,206 39,300
04314H857 ARTISAN INTERNATIONA AT COST 80,471 87,475
19247U106 COHEN & STEERS INSTI AT COST 35,206 42,836
233203827 DFA US LARGE CAP VAL AT COST 80,471 90,282
38147N269 GOLDMAN SACHS GQG PA AT COST 60,353 67,361
41664T669 HARTFORD DIVIDEND & AT COST 90,530 101,386
464287200 ISHARES CORE S&P 500 AT COST 374,630 430,822
464287507 ISHARES CORE S&P MID AT COST 40,298 47,947
46653M849 JOHCM INTERNATIONAL AT COST 60,353 68,915
543488845 LOOMIS SAYLES GROWTH AT COST 45,265 50,297
78468R663 SPDR BLOOMBERG 1-3 M AT COST 110,649 110,125
921908844 VANGUARD DIVIDEND AP AT COST 85,962 96,958
92206C680 VANGUARD RUSSELL 100 AT COST 121,634 141,996

TY 2023 OtherDecreasesSchedule
Name:
CHARLES E AND CHARLOTTE T CURRY FOUNDATION
EIN:
43-6039016
Description Amount
RETURN OF CAPITAL ADJUSTMENT 19
2023 TRANSACTION POSTED IN 2024 994
COST BASIS ADJUSTMENT 245


TY 2023 OtherExpensesSchedule
Name:
CHARLES E AND CHARLOTTE T CURRY FOUNDATION
EIN:
43-6039016
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER ALLOCABLE EXPENSE-PRINCI 191 0   191
OTHER EXPENSE (NON-DEDUCTIBLE 1 1   0


TY 2023 OtherIncomeSchedule2
Name:
CHARLES E AND CHARLOTTE T CURRY FOUNDATION
EIN:
43-6039016
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 714 0  


TY 2023 OtherIncreasesSchedule
Name:
CHARLES E AND CHARLOTTE T CURRY FOUNDATION
EIN:
43-6039016
Description Amount
2022 TRANSACTION POSTED IN 2023 4,408
2023 SALES POSTED IN 2024 272


TY 2023 OtherProfessionalFeesSchedule
Name:
CHARLES E AND CHARLOTTE T CURRY FOUNDATION
EIN:
43-6039016
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 17,815 17,815    


TY 2023 TaxesSchedule
Name:
CHARLES E AND CHARLOTTE T CURRY FOUNDATION
EIN:
43-6039016
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 10 10   0
FOREIGN TAXES ON QUALIFIED FOR 616 616   0
FOREIGN TAXES ON NONQUALIFIED 35 35   0