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
ORAL HEALTH FOUNDATION OF THE
PIERRE FAUCHARD ACADEMY
Number and street (or P.O. box number if mail is not delivered to street address)11654 PLAZA AMERICA DRIVE 901
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
RESTON, VA20190
A Employer identification number

77-0120371
B Telephone number (see instructions)

(703) 217-1480
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$7,283,542J 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) 65,013
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 189,320 189,320  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 436,843
b Gross sales price for all assets on line 6a 1,770,895
7 Capital gain net income (from Part IV, line 2)... 436,843
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).......      
12 Total. Add lines 1 through 11........ 691,176 626,163 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 104,099 15,000 0 89,099
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
9,883 4,398 0 5,485
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
80,257 80,257 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
10,645 566 0 6,926
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 15,203 2,000 0 13,203
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
38,827 236 0 38,392
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 258,914 102,457 0 153,105
25 Contributions, gifts, grants paid....... 389,900 389,900
26 Total expenses and disbursements. Add lines 24 and 25 648,814 102,457 0 543,005
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 42,362
b Net investment income (if negative, enter -0-) 523,706
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............. 43,277 25,418 25,418
2 Savings and temporary cash investments......... 140,363 55,852 55,852
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 807,518 Click to see attachment
List of Attached Documents:
// Content
743,475 		734,001
b Investments—corporate stock (attach schedule)....... 7,244,153 Click to see attachment
List of Attached Documents:
// Content
8,810,842 		6,136,333
c Investments—corporate bonds (attach schedule)....... 308,148 Click to see attachment
List of Attached Documents:
// Content
322,375 		305,577
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).......... 27,547 Click to see attachment
List of Attached Documents:
// Content
26,361 		26,361
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) 8,571,006 9,984,323 7,283,542
Liabilities 17 Accounts payable and accrued expenses.......... 42 42
18 Grants payable................. 5,000  
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)    
23 Total liabilities (add lines 17 through 22)......... 5,042 42
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........... 8,565,964 9,984,281
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........    
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)..... 8,565,964 9,984,281
30 Total liabilities and net assets/fund balances (see instructions). 8,571,006 9,984,323
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
8,565,964
2
Enter amount from Part I, line 27a .....................
2
42,362
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,375,955
4
Add lines 1, 2, and 3 ..........................
4
9,984,281
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
9,984,281
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   2023-01-01 2023-01-01
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 1,770,895   1,334,052 436,843
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       436,843
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 2 436,843
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 7,280
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 7,280
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 7,280
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 8,520
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,520
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 1,240
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,240 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
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 arrowCA, VA
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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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.FOUNDATIONPFA.ORG
14
The books are in care ofright arrowTHE FOUNDATION JENNIFER TEALE ED Telephone no.right arrow (703) 217-1480

Located atright arrow11654 PLAZA AMERICA DRIVE 901RESTONVA ZIP+4right arrow20190
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
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
JENNIFER TEALE EXECUTIVE DIRECTOR
40.00 		104,099 0 0
11654 PLAZA AMERICA DR 901
RESTON,VA20190
STEVEN HEDLUND DDS PRESIDENT
1.00 		0 0 0
11654 PLAZA AMERICA DR 901
RESTON,VA20190
MICHAEL SCHAFHAUSER DDS VICE PRESIDENT
1.00 		0 0 0
11654 PLAZA AMERICA DR 901
RESTON,VA20190
MICHAEL PERPICH DDS TREASURER
1.00 		0 0 0
11654 PLAZA AMERICA DR 901
RESTON,VA20190
JOSEPH HARRIS DDS GRANTS CHAIRMAN
1.00 		0 0 0
11654 PLAZA AMERICA DR 901
RESTON,VA20190
HOWARD MARK DMD IMMEDIATE PAST PRESIDENT
1.00 		0 0 0
11654 PLAZA AMERICA DR 901
RESTON,VA20190
CHARLES ELLER DDS TRUSTEE
1.00 		0 0 0
11654 PLAZA AMERICA DR 901
RESTON,VA20190
LYNNE HALIK DDS TRUSTEE
1.00 		0 0 0
11654 PLAZA AMERICA DR 901
RESTON,VA20190
JAMES LONG DDS TRUSTEE
1.00 		0 0 0
11654 PLAZA AMERICA DR 901
RESTON,VA20190
GARY LOWDER DDS TRUSTEE
1.00 		0 0 0
11654 PLAZA AMERICA DR 901
RESTON,VA20190
KEVIN ROACH DDS TRUSTEE
1.00 		0 0 0
11654 PLAZA AMERICA DR 901
RESTON,VA20190
RICHARD SAWERS DDS TRUSTEE
1.00 		0 0 0
11654 PLAZA AMERICA DR 901
RESTON,VA20190
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 STUDENT SCHOLARSHIPS: PROVIDED DENTAL STUDENT SCHOLARSHIPS TO THIRD-YEAR STUDENTS IN THE UNITED STATES. 88,000
2 CHARITABLE GRANTS: PROVIDED FINANCIAL ASSISTANCE TO NON-PROFIT ORGANIZATIONS TO SUPPORT DENTAL PROJECTS AROUND THE WORLD. 301,900
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
9,298,314
b
Average of monthly cash balances.......................
1b
63,613
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
9,361,927
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
9,361,927
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
140,429
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,221,498
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
461,075
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
461,075
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
7,280
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,280
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
453,795
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
453,795
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
453,795
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
543,005
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
543,005
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 7 453,795
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...... 5,829
b From 2019...... 34,715
c From 2020...... 47,221
d From 2021......  
e From 2022...... 39,052
f Total of lines 3a through e ........ 126,817
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 543,005
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..... 453,795
e Remaining amount distributed out of corpus 89,210
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 5 216,027
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) ... 		5,829
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		210,198
10 Analysis of line 9:
a Excess from 2019.... 34,715
b Excess from 2020.... 47,221
c Excess from 2021....  
d Excess from 2022.... 39,052
e Excess from 2023.... 89,210
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 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

AT STILL UNIVERSITY

5850 EAST STILL CIRCLE
MESA,AZ85206 		NONE PC STUDENT SCHOLARSHIP 1,000

ASOCIACION LEGION HONDURAS

BLVD MORAZAN EDIFCIL MUNOZ
TEGUCIAIPA FRANCISCO MORA    
HO 		NONE PC DENTAL PROGRAM 5,000

BOSTON UNIVERSITY

100 EAST NEWTON ST
BOSTON,MA02118 		NONE PC STUDENT SCHOLARSHIP 1,000

CASA COLIBRI

1271 WASHINGTON RD
ROCHESTER HILLS,MI48306 		NONE PC DENTAL PROGRAM 5,000

CASE WESTERN RESERVE UNIV SCHOOL OF DENTAL MEDICINE

10900 EUCLID AVENUE
CLEVELAND,OH44106 		NONE PC STUDENT SCHOLARSHIP 1,000

CHERRY CREEK ROTARY CLUB

1660 SOUTH ALBION ST SUITE 607
DENVER,CO80222 		NONE PC DENTAL PROGRAM 5,000

CHICAGO DENTAL SOCIETY FOUNDATION

401 N MICHIGAN AVE SUITE 200
CHICAGO,IL60611 		NONE PC DENTAL PROGRAM 5,000

CHRIST COMMUNITY HEALTH SERVICES AUGUSTA

PO BOX 2344
AUGUSTA,GA30903 		NONE PC DENTAL PROGRAM 5,000

CHRIST LUTHERAN HEALTH MINISTRIES

124 S 13TH ST
HARRISBURG,PA17104 		NONE PC DENTAL PROGRAM 5,000

COLORADO MISSION OF MERCY

712 NINTH ST
PENROSE,CO81240 		NONE PC DENTAL PROGRAM 5,000

COLUMBIA UNIVERSITY

630 WEST 168TH STREET
NEW YORK,NY10032 		NONE PC STUDENT SCHOLARSHIP 1,000

COMMUNITY HELPING PLACE

PO BOX 712 1127 HIGHWAY 52E
DAHLONEGA,GA30533 		NONE PC DENTAL PROGRAM 5,000

CREIGHTON UNIVERSITY SCHOOL OF DENTISTRY

2500 CALIFORNIA PLAZA
OMAHA,NE68178 		NONE PC STUDENT SCHOLARSHIP 1,000

CURA SMILES INC

3952D CLAIREMONT MESA BLVD SUITE
222
SAN DIEGO,CA92117 		NONE PC DENTAL PROGRAM 5,000

EAST CAROLINA UNIVERSITY SCHOOL OF DENTAL MEDICINE

1851 MACGREGOR DOWNS ROAD MAIL STOP
701
GREENVILLE,NC278324354 		NONE PC STUDENT SCHOLARSHIP 1,000

ETHNE HEALTH INC

980 ROWLAND ST SUITE 4190
CLARKSTON,GA30021 		NONE PC DENTAL PROGRAM 5,000

FOOTBRIDGE

PO BOX 1716
WELCOME,NC27374 		NONE PC DENTAL PROGRAM 5,000

GENESIS COMMUNITY HEALTH

215 W 35TH STREET
GARDEN CITY,ID83714 		NONE PC DENTAL PROGRAM 5,000

GEORGIA DENTAL ASSOCIATION FOUNDATION FOR ORAL HEALTH

1850 PARKWAY PLACE SUITE 420
MARIETTA,GA30067 		NONE PC DENTAL PROGRAM 5,000

GEORGIA DENTAL ASSOCIATION

1850 PARKWAY PLACE SUITE 420
MARIETTA,GA30067 		NONE PC DENTAL PROGRAM 5,000

GLOBAL DENTAL RELIEF

2090 SOUTH GRANT ST
DENVER,CO80210 		NONE PC DENTAL PROGRAM 5,000

GOOCHLAND CARES

2999 RIVER RD WEST
GOOCHLAND,VA23063 		NONE PC DENTAL PROGRAM 5,000

GRACE CHURCH

7930 BOTTING RD
RACINE,WI53402 		NONE PC DENTAL PROGRAM 5,000

HAITIAN HEALTH FOUNDATION

97 SHERMAN ST
NORWICH,CT06360 		NONE PC DENTAL PROGRAM 5,000

HARVARD UNIVERSITY SCHOOL OF DENTAL MEDICINE

188 LONGWOOD AVENUE
BOSTON,MA02115 		NONE PC STUDENT SCHOLARSHIP 1,000

HARVEST HOUSE

175 JEFFERSON AVE
BUFFALO,NY14210 		NONE PC DENTAL PROGRAM 5,000

HEALTH MISSION OUTREACH

1655 DUFFERIN STREET
TORONTO,ONTARIO M6H 3L9  
CA 		NONE PC DENTAL PROGRAM 5,000

HOPE CLINIC

518 HARRIET ST
YPSILANTI,MI48197 		NONE PC DENTAL PROGRAM 5,000

HOPE DENTAL CLINIC

800 MINNENAHA AVE E SUITE 465
ST PAUL,MN55106 		NONE PC DENTAL PROGRAM 5,000

HOPE FOR A HEATHIER HUMANITY

PO BOX 90547
STATAN ISLAND,NY10309 		NONE PC DENTAL PROGRAM 5,000

HOWARD UNIVERSITY

600 W STREET NW
WASHINGTON,DC20059 		NONE PC STUDENT SCHOLARSHIP 1,000

ILLINOIS STATE DENTAL SOCIETY FOUNDATION

1010 SOUTH SECOND ST PO BOX 217
SPRINGFIELD,IL62704 		NONE PC DENTAL PROGRAM 5,000

INDIANA UNIVERSITY

1121 W MICHIGAN ST
INDIANAPOLIS,IN46202 		NONE PC STUDENT SCHOLARSHIP 1,000

INSTITUTE OF HEALTHCARE MANAGEMENT

PO BOX 2399-0202
NAIROBI    
KE 		NONE PC DENTAL PROGRAM 5,000

INTERFAITH HEALTH CENTER

315 GILL AVE
KNOXVILLE,TN37917 		NONE PC DENTAL PROGRAM 5,000

IOWA DENTAL FOUNDATION

666 GRAND AVENUE SUITE 901
DES MOINES,IA50309 		NONE PC DENTAL PROGRAM 5,000

LECOM COLLEGE OF DENTAL MEDICINE

4800 LAKEWOOD RANCH BLVD
BRADENTON,FL34211 		NONE PC STUDENT SCHOLARSHIP 1,000

LOMA LINDA UNIVERSITY SCHOOL OF DENTISTRY

11092 ANDERSON ST
LOMA LINDA,CA92354 		NONE PC STUDENT SCHOLARSHIP 1,000

LOUISIANA STATE UNIVERSITY

1100 FLORIDA AVENUE
NEW ORLEANS,LA701192799 		NONE PC STUDENT SCHOLARSHIP 1,000

LUCY CORR FOUNDATION

6800 LUCY CORR BLVD PO DRAWER 170
CHESTERFIELD,VA23832 		NONE PC DENTAL PROGRAM 5,000

MARQUETTE UNIVERSITY SCHOOL OF DENTISTRY

1801 W WISCONSIN AVENUE
MILWAUKEE,WI53233 		NONE PC STUDENT SCHOLARSHIP 1,000

MEDICAL UNIVERSITY OF SOUTH CAROLINA JAMES B EDWARDS COLLEGE OF DENTAL MED

173 ASHLEY AVE MSC 507 PO BOX
250507
CHARLESTON,SC294255070 		NONE PC STUDENT SCHOLARSHIP 1,000

MEHARRY MEDICAL COLLEGE SCHOOL OF DENTISTRY

1005 DB TODD BLVD
NASHVILLE,TN37208 		NONE PC STUDENT SCHOLARSHIP 1,000

MIDWESTERN UNIVERSITY COLLEGE OF DENTAL MEDICINE-ILLINIOS

555 31ST STREET
DOWNERS GROVE,IL60515 		NONE PC STUDENT SCHOLARSHIP 1,000

MIDWESTERN UNIVERSITY COLLEGE OF DENTAL MEDICINE-ILLINIOS

555 31ST STREET
DOWNERS GROVE,IL60515 		NONE PC STUDENT SCHOLARSHIP 1,000

MINISTRY OF CARING

115 E 14TH ST
WILMINGTON,DE19801 		NONE PC DENTAL PROGRAM 5,000

MINNESOTA DENTAL FOUNDATION

1335 INDUSTRIAL BLVD
MINNEAPOLIS,MN55413 		NONE PC DENTAL PROGRAM 5,000

MISSION HEALTH LEXINGTON

230 S MARTIN LUTHER KING BLVD
LEXINGTON,KY40508 		NONE PC DENTAL PROGRAM 5,000

MISSION OF MERCY INC

22 S MARKET ST SUITE 6D
FREDERICK,MD21701 		NONE PC DENTAL PROGRAM 5,000

MISSION OUTPOST DENTAL CLINIC

13801 FAIRVIEW DR
BURNSVILLE,MN55337 		NONE PC DENTAL PROGRAM 3,000

MOAB FREE HEALTH CLINIC

380 N 500 W
MOAB,UT84532 		NONE PC DENTAL PROGRAM 5,000

MOM-N-PA

420 E ORANG ST
SHIPPENSBURY,PA17257 		NONE PC DENTAL PROGRAM 5,000

MUCHILA ACCESS PROJECT

11 NORWOOD AVE
ROCKPORT,MA01966 		NONE PC DENTAL PROGRAM 5,000

NEW YORK UNIVERSITY COLLEGE OF DENTISTRY

345 EAST 24TH STREET
NEW YORK,NY10010 		NONE PC STUDENT SCHOLARSHIP 1,000

NOVA SOUTHEASTERN UNIVERSITY

3200 SOUTH UNIVERSITY DRIVE
FORT LAUDERDALE,FL33328 		NONE PC STUDENT SCHOLARSHIP 1,000

OASIS FREE CLINICS

66 BARIBEAU DR BOX 1
BRUNSWICK,ME04011 		NONE PC DENTAL PROGRAM 5,000

PIERRE FAUCHARD ACADEMY - INDIA

103 NORTH ADAS STREET
ROCKVILLE,MD20850 		NONE PC STUDENT SCHOLARSHIP 1,000

PIERRE FAUCHARD ACADEMY (AUSTRALIA)

28 MOORO DRIVE
MTCLAREMOUNT,WA6010
AS 		NONE PC STUDENT SCHOLARSHIP 9,000

PIERRE FAUCHARD ACADEMY (CANADA)

5885 COTE DES NEIGES SUITE 304
MONTREAL,QUEBECH3S 2T2
CA 		NONE PC STUDENT SCHOLARSHIP 10,000

PIERRE FAUCHARD ACADEMY (JAPAN)

1-6-20 DOUJIMA KITA-KU
OSAKA    
JA 		NONE PC STUDENT SCHOLARSHIP 2,000

REMOTE AREA MEDICAL INC

2200 STOCK CREEK BLVD
ROCKFORD,TN37853 		NONE PC DENTAL PROGRAM 5,000

ROSEMAN UNIVERSITY

10920 S RIVERFRONT PARK
SOUTH JORDAN,UT84095 		NONE PC STUDENT SCHOLARSHIP 1,000

RUTGERS SCHOOL OF DENTAL MEDICINE

110 BERGEN STREET
NEWARK,NJ07103 		NONE PC STUDENT SCHOLARSHIP 1,000

SACRAMENTO DISTRICT DENTAL FOUNDATION

2035 HURLEY WAY 200
SACRAMENTO,CA95825 		NONE PC DENTAL PROGRAM 5,000

SEATTLE'S UNION GOSPEL MISSION

PO BOX 202
SEATTLE,WA98111 		NONE PC DENTAL PROGRAM 5,000

SMILES INTERNATIONAL FOUNDATION

294 RODNEY AVE
ENCINITAS,CA92024 		NONE PC DENTAL PROGRAM 5,000

SMILES INTERNATIONAL FOUNDATION

294 RODNEY AVE
ENCINITAS,CA92024 		NONE PC DENTAL PROGRAM 5,000

SMILES INTERNATIONAL FOUNDATION

294 RODNEY AVE
ENCINITAS,CA92024 		NONE PC DENTAL PROGRAM 5,000

SMILES INTERNATIONAL FOUNDATION

294 RODNEY AVE
ENCINITAS,CA92024 		NONE PC DENTAL PROGRAM 5,000

SOUTHERN ILLINOIS UNIVERSITY

2800 COLLEGE AVENUE BLDG 273/2300
ALTON,IL62002 		NONE PC STUDENT SCHOLARSHIP 1,000

ST JOSEPH UNIVERSITY

555 TURNPIKE ST SUITE 55
NORTH ANDOVER,MA01845 		NONE PC DENTAL PROGRAM 5,000

ST JOSEPH UNIVERSITY

555 TURNPIKE ST SUITE 55
NORTH ANDOVER,MA01845 		NONE PC DENTAL PROGRAM 5,000

STONY BROOK SCHOOL OF DENTAL MEDICINE

HEALTH SCIENCES CENTER 154 ROCKLAND
HALL
STONY BROOK,NY117948700 		NONE PC STUDENT SCHOLARSHIP 1,000

STRONG ISLAND FOUNDATION UNIT 1206

1420 AERODROME RD MAROOCHYDORE
QUEENSLAND    
AS 		NONE PC DENTAL PROGRAM 5,000

SUSAN DEW HOFF MEMORIAL CLINIC

623 LIBERTY ST PO BOX 128
WEST MILFORD,WV26451 		NONE PC DENTAL PROGRAM 5,000

TEMPLE UNIVERSITY THE MAURICE H KORNBERG SCHOOL OF DENTISTRY

3223 NORTH BROAD STREET
PHILADELPHIA,PA19140 		NONE PC STUDENT SCHOLARSHIP 1,000

TEXAS A&M UNIVERSITY COLLEGE OF DENTISTRY

3302 GASTON AVENUE
DALLAS,TX75246 		NONE PC STUDENT SCHOLARSHIP 1,000

TEXAS MISSION OF MERCY INC

1946 S IH 35 SUITE 400
AUSTIN,TX78704 		NONE PC DENTAL PROGRAM 5,000

THE DENTAL COLLEGE OF GEORGIA AT AUGUSTA UNIVERSITY

1120 15TH STREET RM AD 1119
AUGUSTA,GA309120200 		NONE PC STUDENT SCHOLARSHIP 1,000

THE DOCTORS' VOLUNTEER CLINIC

1036 E RIVERSIDE DR
ST GEORGE,UT84790 		NONE PC DENTAL PROGRAM 3,900

THE MARYLAND FOUNDATION OF DENTISTRY

8901 HERMANN DR
COLUMBIA,MD21045 		NONE PC DENTAL PROGRAM 5,000

THE OHIO STATE UNIVERSITY

305 WEST 12TH AVENUE
COLUMBUS,OH43210 		NONE PC STUDENT SCHOLARSHIP 1,000

THE RHODE ISLAND ORAL HEALTH FOUNDATION

1438 PARK AVE
WOONSOCKET,RI02895 		NONE PC DENTAL PROGRAM 5,000

THE UNIVERISTY OF IOWA COLLEGE OF DENTISTRY

100 DENTAL SCIENCE BLDG
IOWA CITY,IA52242 		NONE PC STUDENT SCHOLARSHIP 1,000

TOURO COLLEGE DENTAL MEDICINE AT NEW YORK MEDICAL COLLEGE (NYMC)

19 SKYLINE DRIVE
HAWTHORNE,NY10532 		NONE PC STUDENT SCHOLARSHIP 1,000

TUFTS UNIVERSITY

ONE KNEELAND STREET
BOSTON,MA02111 		NONE PC STUDENT SCHOLARSHIP 1,000

UC REGENTS

513 PARNASSUS AVE S-630
SAN FRANCISCO,CA94143 		NONE PC DENTAL PROGRAM 5,000

UNION GOSPEL MISSION OF YAKIMA WASHINGTON

1300 NORTH FIRST STREET
YAKIMA,WA98908 		NONE PC DENTAL PROGRAM 5,000

UNIVERSITY OF ADELAIDE AHMS LEVEL

10/4 NORTH TERRACE
ADELAIDE,SOUTH AUSTRALIA 5  
AS 		NONE PC DENTAL PROGRAM 5,000

UNIVERSITY OF ALABAMA

1530 3RD ST S
BIRMINGHAM,AL35294 		NONE PC STUDENT SCHOLARSHIP 1,000

UNIVERSITY OF BUFFALO SCHOOL OF DENTISTRY

325 SQUIRE HALL 3435 MAIN STREET
BUFFALO,NY142143008 		NONE PC STUDENT SCHOLARSHIP 1,000

UNIVERSITY OF CALIFORNIA AT LOS ANGELES SCHOOL OF DENTISTRY CENTER FOR HEAL

10833 LE CONTE AVE
LOS ANGELES,CA900951668 		NONE PC STUDENT SCHOLARSHIP 1,000

UNIVERSITY OF CALIFORNIA AT SAN FRANCISCO

155 5TH ST
SAN FRANCISCO,CA94103 		NONE PC STUDENT SCHOLARSHIP 1,000

UNIVERSITY OF COLORADO DENVER SCHOOL OF DENTAL MEDICINE

13065 E 17TH AVENUE MAIL STOP F831
AURORA,CO80045 		NONE PC STUDENT SCHOLARSHIP 1,000

UNIVERSITY OF CONNECTICUT SCHOOL OF DENTAL MEDICINE

263 FARMINGTON AVENUE
FARMINGTON,CT060303915 		NONE PC STUDENT SCHOLARSHIP 1,000

UNIVERSITY OF DETRIOT MERCY SCHOOL OF DENTOSTRY

2700 MARTIN LUTHER KING JR BLVD
DETROIT,MI48208 		NONE PC STUDENT SCHOLARSHIP 1,000

UNIVERSITY OF FLORIDA COLLEGE OF DENTISTRY

1600 SW ARCHER RD RM D4-6 PO BOX
100405
GAINESVILLE,FL326100405 		NONE PC STUDENT SCHOLARSHIP 1,000

UNIVERSITY OF ILLINOIS AT CHICAGO COLLEGE OF DENTISTRY

801 SOUTH PAULINA STREET SUITE 102
CHICAGO,IL60612 		NONE PC STUDENT SCHOLARSHIP 1,000

UNIVERSITY OF KENTUCKY

800 ROSE STREET D 136 UKMC
LEXINGTON,KY405360297 		NONE PC STUDENT SCHOLARSHIP 1,000

UNIVERSITY OF LOUISVILLE SCHOOL OF DENTISTRY

501 S PRESTON STREET
LOUISVILLE,KY40292 		NONE PC STUDENT SCHOLARSHIP 1,000

UNIVERSITY OF MARYLAND SCHOOL OF DENTISTRY

650 W BALTIMORE STREET
BALTIMORE,MD21201 		NONE PC STUDENT SCHOLARSHIP 1,000

UNIVERSITY OF MICHIGAN SCHOOL OF DENTISTRY

1011 N UNIVERSITY AVE
ANN ARBOR,MI481091078 		NONE PC STUDENT SCHOLARSHIP 1,000

UNIVERSITY OF MINNESOTA SCHOOL OF DENTISTRY

ROOM 15-209 MOOS TOWER 515 SE
DELAWARE STREET
MINNEAPOLIS,MN55455 		NONE PC STUDENT SCHOLARSHIP 1,000

UNIVERSITY OF MISSISSIPPI

2500 NORTH STATE STREET
JACKSON,MS392164505 		NONE PC STUDENT SCHOLARSHIP 1,000

UNIVERSITY OF MISSOURI - KANSAS CITY SCHOOL OF DENTISTRY

650 EAST 25TH STREET
KANSAS CITY,MO64108 		NONE PC STUDENT SCHOLARSHIP 1,000

UNIVERSITY OF NEBRASKA

40TH HOLDREGE STREETS
LINCOLN,NE685830740 		NONE PC STUDENT SCHOLARSHIP 1,000

UNIVERSITY OF NEVADA LAS VEGAS SCHOOL OF DENTAL MEDICINE SHADOW LANE CAMPUS

1001 SHADOW LANE MS 7410
LAS VEGAS,NV560034124 		NONE PC STUDENT SCHOLARSHIP 1,000

UNIVERSITY OF NEW ENGLAND COLLEGE OF DENTAL MEDICINE

716 STEVENS AVE
PORTLAND,ME04103 		NONE PC STUDENT SCHOLARSHIP 1,000

UNIVERSITY OF NORTH CAROLINA CHAPEL HILL SCHOOL OF DENTISTRY

3/8 COLUMBIA STREET CAMPUS BOX 7450
CHAPEL HILL,NC27599 		NONE PC STUDENT SCHOLARSHIP 1,000

UNIVERSITY OF OKLAHOMA COLLEGE OF DENTISTRY

1201 N STONEWALL AVENUE
OKLAHOMA CITY,OK73117 		NONE PC STUDENT SCHOLARSHIP 1,000

UNIVERSITY OF PENNSYLVANIA SCHOOL OF DENTAL MEDICINE

240 SOUTH 40TH STREET ROBERT
SHATTNER CENTER
PHILADELPHIA,PA191046030 		NONE PC STUDENT SCHOLARSHIP 1,000

UNIVERSITY OF PITTSBURGH

3501 TERRACE ST
PITTSBURGH,PA15213 		NONE PC STUDENT SCHOLARSHIP 2,000

UNIVERSITY OF PUERTO RICO

MAIN BUILDING A 103B 1ST FLOOR
SAN JUAN    
RQ 		NONE PC STUDENT SCHOLARSHIP 1,000

UNIVERSITY OF SOUTHERN CALIFORNIA

925 W 34TH ST
LOS ANGELES,CA90095 		NONE PC STUDENT SCHOLARSHIP 1,000

UNIVERSITY OF TENNESSEE

875 UNION AVE
MEMPHIS,TN38103 		NONE PC STUDENT SCHOLARSHIP 1,000

UNIVERSITY OF TEXAS - SAN ANTONIO

7703 FLOYD CURL DRIVE
SAN ANTONIO,TX78284 		NONE PC STUDENT SCHOLARSHIP 1,000

UNIVERSITY OF THE PACIFIC ARTHUR A DUGONI SCHOOL OF DENTISTRY

155 5TH STREET
SAN FRANCISCO,CA94103 		NONE PC STUDENT SCHOLARSHIP 1,000

UNIVERSITY OF UTAH SCHOOL OF DENTISTRY

530 S WAKARA WAY
SALT LAKE CITY,UT84108 		NONE PC STUDENT SCHOLARSHIP 1,000

UNIVERSITY OF WASHINGTON SCHOOL OF DENTISTRY

D322 HEALTH SCIENCES BLDG 1959 NE
PACIFIC ST BOX 356365
SEATTLE,WA98195 		NONE PC STUDENT SCHOLARSHIP 1,000

UNIVERSITY OT TEXAS

7500 CAMBRIDGE ST
HOUSTON,TEXAS77054
PL 		NONE PC STUDENT SCHOLARSHIP 1,000

VENICE FAMILY CLINIC

604 ROSE AVE
VENICE,CA90291 		NONE PC DENTAL PROGRAM 5,000

VIRGINIA COMMONWEALTH UNIVERSITY SCHOOL OF DENTISTRY

520 NORTH 12TH STREET 450 LYONS
BUILDING
RICHMOND,VA23298 		NONE PC STUDENT SCHOLARSHIP 1,000

VIRGINIA DENTAL ASSOCIATION FOUNDATION

3460 MAYLAND CT SUITE 110
RICHMOND,VA23233 		NONE PC DENTAL PROGRAM 5,000

VOLUNTEER MINISTRY CENTER

511 NORTH BROADWAY
KNOXVILLE,TN37917 		NONE PC DENTAL PROGRAM 5,000

WEST VIRGINIA HEALTH RIGHT

1520 WASHINGTON STEAST
CHARLESTON,WV25311 		NONE PC DENTAL PROGRAM 5,000

WEST VIRGINIA UNIVERSITY SCHOOL OF DENTISTRY

1150 HSC NORTH/MEDICAL CENTER DRIVE
PO BOX 9400
MORGANTOWN,WV265069400 		NONE PC STUDENT SCHOLARSHIP 1,000

WESTERN UNIVERSITY

309 E SECOND ST
POMONA,CA91766 		NONE PC STUDENT SCHOLARSHIP 1,000

WHEELING HEALTH RIGHT

61-29TH ST
WHEELING,WV26003 		NONE PC DENTAL PROGRAM 5,000

WORLD HEALTH DENTAL ORGANIZATION

PO BOX 428
PORT HADLOCK,WA98339 		NONE PC DENTAL PROGRAM 5,000
Total .................................right arrow 3a 388,900
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 ....     14 189,320  
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 ............ 		    18 436,843  
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) .. 0 626,163 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
626,163
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


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

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
ORAL HEALTH FOUNDATION OF THE
PIERRE FAUCHARD ACADEMY
Employer identification number

77-0120371
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
ORAL HEALTH FOUNDATION OF THE
PIERRE FAUCHARD ACADEMY 		Employer identification number
77-0120371
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
FRANK BUCHHOLZ
 
6502 FRAMPTON CIRCLE
 
HUNTINGTON BEACH, CA92648

$ 10,000


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
ORAL HEALTH FOUNDATION OF THE
PIERRE FAUCHARD ACADEMY 		Employer identification number

77-0120371
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
ORAL HEALTH FOUNDATION OF THE
PIERRE FAUCHARD ACADEMY 		Employer identification number

77-0120371
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
ORAL HEALTH FOUNDATION OF THE
 
PIERRE FAUCHARD ACADEMY
EIN:
77-0120371
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 9,883 4,398 0 5,485

TY 2023 InvestmentsCorpBondsSchedule
Name:
ORAL HEALTH FOUNDATION OF THE
 
PIERRE FAUCHARD ACADEMY
EIN:
77-0120371
Name of Bond End of Year Book Value End of Year Fair Market Value
MERRILL LYNCH & CO 129,413 126,347
GENERAL ELEC CAP CORP 192,962 179,230

TY 2023 InvestmentsCorpStockSchedule
Name:
ORAL HEALTH FOUNDATION OF THE
 
PIERRE FAUCHARD ACADEMY
EIN:
77-0120371
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS 94,660 98,410
ABBVIE INC SHS 89,418 59,186
ACCENTURE PLC SHS 127,029 89,327
ADVANCED DRAIN SYS. INC 4,641 3,520
AFFILIATED MANAGERS GRP 19,836 14,830
AGREE RLTY CORP. 42,995 43,769
ALIBABA GROUP HOLDINGS LT 22,400 46,075
ALLIANT ENERGY CORP. 32,114 33,667
ALPHABET INC SHS CL C 77,652 11,592
ALPHABET INC SHS CL A 88,005 12,778
AMAZON COM INC. 147,534 34,210
AMDOCS LIMITED 63,632 51,912
AMER EXPRESS COMPANY 87,675 53,826
AMERICAN FINL GRP HLDGS 34,597 33,795
MERICAN TOWER REIT INC 96,930 80,235
APPLE INC. 276,281 184,564
APTARGROUP INC. 17,925 13,014
ARAMARK SHS 15,455 13,479
ATMOS ENERGY CORP COM 31,756 31,280
AUTODESK INC. DEL PV0.1 82,540 19,251
AVERY DENNISON CORP. 49,934 37,835
AVIENT CORPORATION 25,233 26,553
AVNET INC. 35,834 30,023
BALL CORP COM 4,314 3,576
BIO TECHNE CORP COM STK 11,034 7,260
BLACKBAUD INC. 13,872 8,376
BLOCK INC. 34,266 51,118
BOEING COMPANY 150,401 99,597
BOOZ ALLEN HAMILTON HLDG 97,467 61,921
BROADCOM INC. 171,903 73,926
BROADRIDGE FINL 87,032 54,925
BROWN & BROWN INC FLA 22,969 16,742
BURLINGTON STORES INC. 14,975 12,581
CACI INTL CL A 21,375 16,840
CARLISLE COS INC 36,867 21,510
CASEYS GEN STORES INC. 13,188 9,755
CBOE GLOBAL MARKETS INC 12,856 12,760
CHEVRON CORP 83,530 68,019
CHOICE HOTELS INTL NEW 16,202 12,990
COLUMBIA BKG SYS INC 7,711 6,945
COLUMBIA SPORTSWEAR 14,079 12,697
COMCAST CORP NEW CL A 89,279 92,845
CONAGRA BRANDS INC 25,078 32,209
CSG SYSTS INTL INC COM 43,100 38,067
DECKERS OUTDOORS CORP 9,358 4,421
DEERE CO 17,194 7,312
DISNEY (WALT) CO COM STK 73,767 102,792
DOLBY LABORATORIES INC. 19,649 19,062
EATON CORP PLC 87,658 57,027
ELEVANCE HEALTH INC 79,222 54,853
ENVISTA HOLDINGS CORP 17,371 21,834
EQTY LIFESTYLS PPTYS INC 21,797 21,207
EVERCORE INC 49,776 20,977
EXPEDITORS INTL WASH INC 44,011 14,973
EXXON MOBIL CORP COM 82,683 93,290
FACTSET RESH SYS INC 51,521 14,527
FIDELITY NATL INFO SVCS 45,893 101,296
FIRST FINANCIAL BANCORP 24,819 25,401
FIRST INTST BANCSYSTEM 26,722 31,481
FTI CONSULTING INC 9,559 8,239
GODADDY INC SHS CLA 25,585 17,941
GRACO INC 8,936 3,349
HARTFORD FINL SVCS GROUP 41,637 37,990
HEXCEL CORP NEW COM 14,529 8,743
HOME BANCSHARES INC 35,741 28,940
HONEYWELL INTL INC DEL 75,076 66,312
HUBBELL INC SHS 64,799 32,269
HUNT JB TRANS SVCS INC 16,179 9,083
HUNTGTN BANCSHS INC MD 10,112 11,151
IDEX CORP DELAWARE COM 12,158 5,339
ILLUMINA INC 35,506 68,518
INSPERITY INC. 46,771 42,503
INTER PARFUMS INC 58,468 34,453
INTRPUBLIC GRP OF CO 6,397 7,726
INTUITIVE SURGICAL INC. 33,736 17,815
JACK HENRY & ASSOC INC. 8,171 6,715
JONES LANG LASALLE INC 13,599 9,401
JPMORGAN CHASE & CO 117,029 80,580
KINSALE CAPITAL GROUP 5,359 5,734
KIRBY CORP COM 12,164 9,807
LANCASTER COLONY CP OHIO 33,611 30,709
LANDSTAR SYS INC 22,463 12,716
LENNOX INTL INC 18,348 9,770
LINDE PLC REG SHS 117,463 74,701
LKQ CORP 17,778 15,629
LOWE'S COMPANIES INC 94,584 73,360
MDC HOLDINGS INC DEL 42,377 25,236
MANHATTAN ASSOCS INC 8,182 1,896
MARKEL CORP COM 22,718 15,809
MARSH & MCLENNAN COS INC 84,883 56,302
MASTERCARD INC 103,642 86,432
MCDONALDS CORP COM 67,308 52,712
META PLATFORMS INC 206,005 73,574
MICROSOFT CORP 406,499 193,924
MONDELEZ INTERNATIONAL 69,026 57,269
MONSTER BEVERAGES 82,728 23,520
MORNINGSTAR INC 23,758 17,384
MOTOROLA SOLUTIONS INC 126,488 70,179
NETAPP INC 46,284 27,106
NETFLIX COM INC 115,391 58,875
NEXSTAR MEDIA GROUP INC. 29,312 25,822
NEXTERA ENERGY INC SHS 89,834 92,875
NISOURCE INC 41,737 41,669
NORDSON CORP 15,585 9,524
NORTHROP GRUMMAN CORP 46,346 52,061
NOVARTIS ADR 36,551 30,576
NOVO NORDISK A S ADR 54,415 11,171
NIVIDIA 197,098 30,637
ORACLE CORP $0.01 DEL 107,960 48,133
PACKAGING CORP AMERICA 90,578 70,749
PAYPAL HOLDINGS INC SHS 25,117 45,548
PENSKE AUTO GROUP INC. 19,582 10,813
PEPSICO INC 66,068 55,767
PERRIGO CO PLC 51,552 63,078
PLAINS GP HOLDINGS CL A 16,444 14,906
POOL CORPORATION 11,164 7,994
PROLOGIS INC 116,904 93,649
PROSPERITY BANCSHARES 7,179 6,641
QUALCOMM INC 49,319 19,171
QUEST DIAGNOSTICS INC 54,876 45,057
REGENERON PHARMACTCLS 59,724 23,671
REGIONS FINL CORP 15,543 15,343
ROCHE HLDG LTD SPN ADR 28,658 31,633
RPM INTERNATIONAL INC. 51,573 36,759
S&P GLOBAL INC 81,937 72,789
SALESFORCE INC 89,204 54,374
SANDOZ GROUP AG 2,369 1,760
SCHEIN (HENRY) INC COM 6,057 5,275
SCHWAB CHARLES CORP NEW 90,334 57,328
SEI INVT PA PV $0.01 54,907 25,874
SERVICE CORP INTL 9,104 6,902
SHOPIFY INC CL A 57,179 38,621
SNAP ON INC COM 68,744 53,073
SONOCO PRODUCTS CO 15,141 14,370
STARBUCKS CORP 46,661 41,443
TARGA RESOURCES CORP 31,013 26,360
TELEFLEX INC 22,441 21,893
TERRENO REALTY CORP SHS 35,095 34,944
TESLA INC 138,652 125,886
TEXAS INSTRUMENTS 88,298 75,810
THERMO FISHER SCIENTIFIC 38,217 39,280
TJX COS INC NEW 86,774 63,194
TRANE TECHNOLOGIES 73,902 40,443
TRANSUNION 13,261 10,359
TRIMBLE INC 15,854 15,406
TYLER TECHS INC DEL COM 12,125 10,437
U S PHYSICAL THERAPY INC 8,476 7,851
ULTA BEAUTY INC 7,350 4,968
UNION PACIFIC CORP 67,546 55,764
UNITEDHEALTH GROUP INC 130,038 85,331
VERTEX PHARMCTLS INC 75,275 36,895
VICTORY CAPITAL HOLDINGS 36,300 31,110
VISA INC CL A SHRS 146,317 33,804
W R BERKLEY CORP 38,401 22,999
WALMART INC 69,839 64,426
WATSCO INC 60,414 30,375
WEC ENERGY GROUP INC SHS 75,500 86,355
WEX INC 14,980 9,823
WORKDAY INC CL A 33,955 16,659
WORLD KINECT CORP 10,410 11,485
YUM BRANDS INC. 31,097 12,785
YUM CHINA HOLDINGS INC 12,220 9,983
ZOETIS INC 84,274 78,698

TY 2023 InvestmentsGovtObligationsSch
Name:
ORAL HEALTH FOUNDATION OF THE
 
PIERRE FAUCHARD ACADEMY
EIN:
77-0120371
US Government Securities - End of Year Book Value:

156
US Government Securities - End of Year Fair Market Value:

0
State & Local Government Securities - End of Year Book Value:


743,319
State & Local Government Securities - End of Year Fair Market Value:


734,001


TY 2023 InvestmentsOtherSchedule2
Name:
ORAL HEALTH FOUNDATION OF THE
 
PIERRE FAUCHARD ACADEMY
EIN:
77-0120371
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ACCRUED INTEREST FMV 26,361 26,361

TY 2023 OtherExpensesSchedule
Name:
ORAL HEALTH FOUNDATION OF THE
 
PIERRE FAUCHARD ACADEMY
EIN:
77-0120371
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSE 2,950 0 0 2,951
PAYROLL SERVICE FEES 1,044 0 0 1,044
POSTAGE 1,771 0 0 1,771
BANK FEES 236 236 0 0
INSURANCE - DIRECTORS & OFFICERS 2,036 0 0 2,036
ADMINISTRATIVE FEE 30,040 0 0 30,040
TELEPHONE & INTERNET 550 0 0 550
LICENSES 200 0 0 0


TY 2023 OtherIncreasesSchedule
Name:
ORAL HEALTH FOUNDATION OF THE
 
PIERRE FAUCHARD ACADEMY
EIN:
77-0120371
Description Amount
UNREALIZED GAIN ON INVESTMENTS 1,370,955
PRIOR PERIOD ADJUSTMENT 5,000


TY 2023 OtherProfessionalFeesSchedule
Name:
ORAL HEALTH FOUNDATION OF THE
 
PIERRE FAUCHARD ACADEMY
EIN:
77-0120371
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 80,257 80,257 0 0


TY 2023 SubstantialContributorsSch
Name:
ORAL HEALTH FOUNDATION OF THE
 
PIERRE FAUCHARD ACADEMY
EIN:
77-0120371
Name Address
FRANK BUCHHOLZ 6502 FRAMPTON CIRCLE
HUNTINGTON BEACH,CA92648


TY 2023 TaxesSchedule
Name:
ORAL HEALTH FOUNDATION OF THE
 
PIERRE FAUCHARD ACADEMY
EIN:
77-0120371
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL 6,926 0 0 6,926
EXCISE TAXES 3,153 0 0 0
FOREIGN TAXES 566 566 0 0