Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE THOMAS M AND IRENE KIRBO
CHARITABLE FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)2720 PARK STREET SUITE 211
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
JACKSONVILLE, FL32205
A Employer identification number

59-6197946
B Telephone number (see instructions)

(904) 384-0440
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$43,718,475J 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 180,216 180,231  
4 Dividends and interest from securities... 534,011 530,169  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 535,024
b Gross sales price for all assets on line 6a 7,311,828
7 Capital gain net income (from Part IV, line 2)... 535,024
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,345 2,345 0
12 Total. Add lines 1 through 11........ 1,251,596 1,247,769 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 83,356 4,168 0 79,188
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
13,860 693 0 13,167
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
204,168 204,168 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
33,275 13,239 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 9,600 480 0 9,120
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,924 146 0 2,778
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 347,183 222,894 0 104,253
25 Contributions, gifts, grants paid....... 1,946,500 1,946,500
26 Total expenses and disbursements. Add lines 24 and 25 2,293,683 222,894 0 2,050,753
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,042,087
b Net investment income (if negative, enter -0-) 1,024,875
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.............      
2 Savings and temporary cash investments......... 1,111,293 1,205,487 1,205,487
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) 3,040,456 Click to see attachment
List of Attached Documents:
// Content
4,643,545 		4,643,545
b Investments—corporate stock (attach schedule)....... 26,493,426 Click to see attachment
List of Attached Documents:
// Content
28,531,988 		28,531,988
c Investments—corporate bonds (attach schedule)....... 2,696,953 Click to see attachment
List of Attached Documents:
// Content
3,294,502 		3,294,502
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).......... 6,275,595 Click to see attachment
List of Attached Documents:
// Content
6,028,369 		6,028,369
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
14,584 		Click to see attachment
List of Attached Documents:
// Content
14,584 		Click to see attachment
List of Attached Documents:
// Content
14,584
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 39,632,307 43,718,475 43,718,475
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 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........ 39,632,307 43,718,475
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 39,632,307 43,718,475
30 Total liabilities and net assets/fund balances (see instructions). 39,632,307 43,718,475
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
39,632,307
2
Enter amount from Part I, line 27a .....................
2
-1,042,087
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
5,206,530
4
Add lines 1, 2, and 3 ..........................
4
43,796,750
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
78,275
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
43,718,475
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 CAPITAL GAIN DISTRIBUTIONS      
b PUBLICLY TRADED SECURITIES      
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 617     617
b 7,311,211   6,776,804 534,407
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       617
b       534,407
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 2 535,024
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 0
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 14,246
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 14,246
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 14,246
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 20,000
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 20,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 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 5,754
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow5,754 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 arrowFL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowMARTHA JENKS SAWYER Telephone no.right arrow (904) 384-0440

Located atright arrow2720 PARK STREET SUITE 211JACKSONVILLEFL ZIP+4right arrow32205
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)
Yes
 
(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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
CHARLES H KIRBO JR TRUSTEE
10.00 		15,000 0 0
C/0 2720 PARK STREET SUITE 211
JACKSONVILLE,FL32205
MARTHA J SAWYER TRUSTEE
10.00 		38,356 0 0
C/0 2720 PARK STREET SUITE 211
JACKSONVILLE,FL32205
BETSY ANNE KIRBO TRUSTEE
10.00 		15,000 0 0
C/0 2720 PARK STREET SUITE 211
JACKSONVILLE,FL32205
THOMAS M JENKS TRUSTEE
10.00 		15,000 0 0
C/0 2720 PARK STREET SUITE 211
JACKSONVILLE,FL32205
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 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
40,143,804
b
Average of monthly cash balances.......................
1b
1,406,214
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
41,550,018
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
41,550,018
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
623,250
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
40,926,768
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,046,338
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
2,046,338
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
14,246
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
14,246
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,032,092
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,032,092
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
2,032,092
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
2,050,753
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
2,050,753
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 2,032,092
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...... 127,324
b From 2019...... 542,865
c From 2020...... 464,546
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 1,134,735
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 2,050,753
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)........ 		Click to see attachment
List of Attached Documents:
// Content
15,000
d Applied to 2023 distributable amount..... 2,032,092
e Remaining amount distributed out of corpus 3,661
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 1,153,396
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) ... 		127,324
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		1,011,072
10 Analysis of line 9:
a Excess from 2019.... 542,865
b Excess from 2020.... 464,546
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 3,661
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
MARTHA JENKS SAWYER
2720 PARK ST STE 211
JACKSONVILLE,FL32205
(904) 384-0440
bThe form in which applications should be submitted and information and materials they should include:
STATEMENT 15
cAny submission deadlines:
N/A
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS ARE TO BE MADE TO AID RELIGIOUS, EDUCATIONAL, CULTURAL, CHARITABLE, SCIENTIFIC AND LITERARY INSTITUTIONS.
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

2ND MILE MINISTRIES

1650 MARGARET ST SUITE 302 339
JACKSONVILLE,FL32204 		  PC LEADERSHIP DEVELOPMENT PATHWAY PROGRAM FOR AT RISK YOUTH 6,000

ABRAHAM BALDWIN AGRICULTURAL COLLEGE FOUNDATION

ABAC 13 2802 MOORE HWY
TIFTON,GA31793 		  PC SCHOLARSHIPS 20,000

AGING TRUE

4250 LAKESIDE DR SUITE 116
JACKSONVILLE,FL32210 		  PC MEALS ON WHEELS FOR SENIORS 5,000

ALZHEIMER'S ASSN

2402 NORTH TIFT AVE SUITE 102
TIFTON,GA31794 		  PC WALK TO END ALZHEIMER'S BAINBRIDGE GA 3,000

AMANI WOMEN CENTER

3777 CHURCH STREET
CLARKSTON,GA30021 		  PC SUPPORT FOR REFUGEE HEALTH AND EDUCATION IN GA. COMMUNITIES 5,000

AMERICAN RED CROSS OF NE FL

751 RIVERSIDE AVENUE
JACKSONVILLE,FL32204 		  PC HOME FIRE EDUCATION 5,000

ANDREW COLLEGE

501 COLLEGE STREET
CUTHBERT,GA398405550 		  PC ANNUAL FUND FOR SCHOLARSHIPS 25,000

ANGELWOOD

PO BOX 8771
JACKSONVILLE,FL32239 		  PC SUPPORT FOR CHILDREN & ADULTS WITH DISABILITIES 15,000

ARC JACKSONVILLE

1050 NORTH DAVIS STREET
JACKSONVILLE,FL32209 		  PC ARC JACKSONVILLE LODGE 30,000

ASCENSION ST VINCENTS FOUNDATION

1 SHIRCLIFF WAY PO BOX 41564
JACKSONVILLE,FL32203 		  PC ANNUAL GIVING FUND TO PROVIDE ECONOMICALLY CHALLENGED WITH HEALTH CARE 50,000

ASSN OF FUNDRAISING PROFESSIONALS

PO BOX 43024
JACKSONVILLE,FL322033024 		  PC SCHOLARSHIPS FOR NONPROFIT DEVELOPMENT PERSONNEL 2,500

ATLANTA COMMUNITY FOOD BANK

3400 NORTH DESERT DRIVE
ATLANTA,GA30344 		  PC SUPPORT FAMILIES WITH FOOD INSECURITY 10,000

ATLANTA HUMANE SOCIETY

981 HOWELL MILL ROAD NW
ATLANTA,GA30318 		  PC SHELTER MEDICINE PROGRAM 5,000

ATLANTA MISSION

PO BOX 1807
ATLANTA,GA30301 		  PC EMERGENCY SHELTER AND SOCIAL SERVICE 15,000

ATLANTA MUSIC PROJECT

883 DILL AVENUE SW
ATLANTA,GA30310 		  PC SUPPORT OF EDUCATION OF YOUNG MUSICIANS IN UNDERSERVED COMMUNITIES 10,000

BAINBRIDGE LITTLE THEATRE

PO BOX 1245
BAINBRIDGE,GA398181245 		  PC PROVIDE PERFORMING ARTS EXPOSURE TO YOUTH 3,000

BAINBRIDGE-DECATUR COUNTY HUMANE SOCIETY

1250 COX AVENUE
BAINBRIDGE,GA32239 		  PC PROVISION OF ANIMAL SHELTER SERVICES 20,000

BAINBRIDGE MEMORIAL HEALTH FOUNDATION

1500 EAST SHOTWELL STREET
BAINBRIDGE,GA39819 		  SO I HEALTHCARE SERVICES TO THE POOR AND INDIGENT 25,000

BAPTIST HEALTH FOUNDATION

841 PRUDENTIAL DR SUITE 1300
JACKSONVILLE,FL32207 		  PC APPRECIATIVE INQUIRY PROGRAM AT BAPTIST MEDICAL CTR. 50,000

BASCA INC

352 STOWE AVE
ORANGE PARK,FL32073 		  PC PROVIDE PROGRAMS AND HOMES FOR ADULTS WITH DISABILITIES 5,000

BEACHES COUNCIL ON AGING

PO BOX 50291
JACKSONVILLE BEACH,FL32240 		  PC PROVIDE TRANSPORTATION SERVICES TO THE ELDERLY 5,000

BEAM

850 SIXTH AVE SOUTH SUITE 400
JACKSONVILLE BEACH,FL32250 		  PC EMERGENCY ASSISTANCE TO ECONOMICALLY CHALLENGED 5,000

BENJAMIN FRANKLIN ACADEMY

1585 CLIFTON RD NE
ATLANTA,GA30329 		  PC WOOD SMETHURST EDUCATIONAL SCHOLARSHIP FD. 10,000

BERRY COLLEGE

PO BOX 490069
MOUNT BERRY,GA301490069 		  PC HEALTH SCIENCE INITIATIVE 15,000

BETTERWAY INITIATIVE

6070 SCOTT DRIVE
DONALSONVILLE,GA39845 		  PC ARTS HOUSE PROJECT 25,000

BIG BROTHERS BIG SISTERS OF NE FL

40 EAST ADAMS ST SUITE 220
JACKSONVILLE,FL32202 		  PC MENTORING PROGRAM FOR AT RISK YOUTH 5,000

BOOKS FOR KEEPS

PO BOX 49761
ATHENS,GA30604 		  PC BOOK DISTRIBUTIONS TO AT RISK CHILDREN 12,500

BOYS AND GIRLS CLUBS OF MITCHELL CTY

PO BOX 606
CAMILLA,GA31730 		  PC MENTORING PROGRAMS FOR AT RISK YOUTH 10,000

BOYS AND GIRLS CLUBS OF NE FLORIDA

PO BOX 2059
JACKSONVILLE,FL322032059 		  PC MENTORING PROGRAMS FOR AT RISK YOUTH 20,000

CATHEDRAL ARTS PROJECT

207 N LAURA ST SUITE 300
JACKSONVILLE,FL32202 		  PC VISUAL AND PERFORMING ARTS INSTRUCTION TO AT RISK YOUTH 5,000

CENTER FOR THE VISUALLY IMPAIRED

739 W PEACHTREE STREET NW
ATLANTA,GA30308 		  PC PROGRAMS TO FOSTER INDEPENDENCE FOR THE VISUALLY IMPAIRED 15,000

CHILDREN'S RESTORATION NETWORK

11285 ELKINS RD SUITE C-4
ROSWELL,GA30076 		  PC PROGRAMS FOR HOMELESS CHILDREN AND MOTHERS 5,000

CHRISTIAN CITY

7345 RED OAK ROAD
UNION CITY,GA30291 		  PC PROVIDE HOUSING, MEDICAL, AND FOOD TO FAMILIES IN CRISIS 5,000

CITY RESCUE MISSION

426 S MCDUFF AVE
JACKSONVILLE,FL32254 		  PC PROVIDE HOUSING AND ADDICTION RECOVERY TO THE HOMELESS 15,000

CLARA WHITE MISSION

613 WEST ASHLEY ST
JACKSONVILLE,FL32202 		  PC HOUSING, TRAINING AND FEEDING OF VETERANS AND HOMELESS 15,000

CLARKE SCHOOLS FOR HEARING AND SPEECH

9803 OLD ST AUGUSTINE ROAD SUITE 7
JACKSONVILLE,FL32257 		  PC EDUCATION OF DEAF AND HEARING IMPAIRED CHILDREN 5,000

COMMUNITIES IN SCHOOLS

532 RIVERSIDE AVENUE SUITE 3-OH
JACKSONVILLE,FL32202 		  PC DUVAL READS LITERACY PROJECT 7,500

COMMUNITY HOSPICE & PALLIATIVE CARE FD

4266 SUNBEAM RD
JACKSONVILLE,FL32257 		  PC COMPASSIONATE SERVICES FOR END OF LIFE CARE 10,000

COMMUNITY NUTCRACKER

4446 HENDRICKS AVENUE SUITE 364
JACKSONVILLE,FL32207 		  PC PERFORMANCE ARTS EDUCATION TO AT RISK YOUTH AND SCHOLARSHIPS 5,000

CUMMER MUSEUM OF ART

829 RIVERSIDE AVE
JACKSONVILLE,FL32204 		  PC VISUAL AND PERFORMING ARTS INSTRUCTION TO YOUTH WITH DISABILITIES 5,000

DANIEL FOUNDATION INC

4203 SOUTHPOINT BLVD
JACKSONVILLE,FL32216 		  PC PROGRAMS FOR VULNERABLE CHILDREN 5,000

DECATUR COUNTY SCHOOLS FOUNDATION

PO BOX 1070
BAINBRIDGE,GA39818 		  PC PROVIDE ADDITIONAL CULTURAL OPPORTUNITIES FOR YOUTH 2,000

DECATUR COUNTY-GILBERT H GRAGG LIBRARY FD

301 S MONROE ST
BAINBRIDGE,GA39819 		  PC CHILDREN'S SUMMER LITERACY PROGRAM 15,000

DEPAUL SCHOOL OF NE FL

3044 S SAN PABLO RD
JACKSONVILLE,FL32224 		  PC EDUCATION TO YOUTH WITH SPECIFIC LEARNING DISABILITIES 10,000

DOWN SYNDROME OF JACKSONVILLE

8011 PHILIPS HIGHWAY SUITE 7
JACKSONVILLE,FL32256 		  PC PROGRAMS FOR FAMILIES SUPPORTING INDIVIDUALS WITH DOWN SYNDROME 5,000

DOWNTOWN ECUMENICAL SERVICES COUNCIL

215 N OCEAN ST
JACKSONVILLE,FL32202 		  PC FOOD, CLOTHING, AND FINANCIAL ASSISTANCE TO THE POOR 15,000

DREAMS COME TRUE

6803 SOUTHPOINT PARKWAY
JACKSONVILLE,FL32216 		  PC PROGRAMS/SERVICES FOR CHILDREN WITH LIFE THREATENING ILLNESSES 10,000

EAST TENNESSEE STATE UNIVERSITY FD

PO BOX 70734
JOHNSON CITY,TN376141710 		  PC AUDIOLOGY SCHOLARSHIP ENDOWMENT 15,000

ECKERD COLLEGE

4200 54TH AVE S
ST PETERSBURG,FL33711 		  PC SCHOLARSHIP FUND 5,000

EPILEPSY FLORIDA

7300 N KENDALL DRIVE SUITE 760
MIAMI,FL33156 		  PC SUPPORT SERVICES FOR INDIVIDUALS WITH EPILEPSY 5,000

EPISCOPAL CHURCH OF THE GOOD SHEPHERD

1100 STOCKTON ST
JACKSONVILLE,FL32204 		  PC CHILDREN'S ENRICHMENT WORKSHOPS/POOL MAINTENANCE 5,000

EPISCOPAL SCHOOL OF JACKSONVILLE

4455 ATLANTIC BLVD
JACKSONVILLE,FL32207 		  PC SCHOLARSHIP FUND 2,500

EXCHANGE CLUB FAMILY CENTER

3119 SPRING GLEN RD SUITE 111
JACKSONVILLE,FL32207 		  PC PARENT AIDE PROGRAM TO PREVENT CHILD ABUSE 5,000

FAMILY PROMISE OF JACKSONVILLE

PO BOX 40363
JACKSONVILLE,FL32203 		  PC PROVIDE FOOD, SHELTER, AND FINANCIAL ASSISTANCE TO HOMELESS 5,000

FEEDING NORTHEAST FLORIDA

1814 INDUSTRIAL BOULEVARD
JACKSONVILLE,FL32254 		  PC FOOD DISTRIBUTION TO VULNERABLE FAMILIES IN NE FL 10,000

FEEDING THE VALLEY

PO BOX 8904
COLUMBUS,GA319088904 		  PC FOOD BANK FACILITY IN SOUTHERN SERVICE AREA AND DOUGHERTY CTY 20,000

FIRST PRESBYTERIAN CHURCH

118 EAST MONROE ST
JACKSONVILLE,FL32202 		  PC YOUTH PROGRAM SERVICES IN INNER CITY 30,000

FITNESS AND CHARACTER EDUCATION

1015 ATLANTIC BLVD SUITE 297
ATLANTIC BEACH,FL32233 		  PC CHARACTER EDUCATION FOR AT RISK YOUTH 10,000

FLAGLER COLLEGE

74 KING ST
ST AUGUSTINE,FL32084 		  PC FLAGLER SCHOLARSHIP FUND 25,000

FOOD BANK OF NORTHEAST GEORGIA

PO BOX 48857
ATHENS,GA306048857 		  PC PROVIDE MEALS TO THE FOOD INSECURE 10,000

FRIENDS OF DISABLED ADULTS AND CHILDREN

4900 LEWIS RD
STONE MOUNTAIN,GA30083 		  PC PROVIDE SERVICES AND MEDICAL EQUIPMENT TO THE DISABLED 15,000

FRIENDS OF SOUTHWEST GA PUBLIC HEALTH

1109 N JACKSON ST
ALBANY,GA31701 		  PC SUMMER HEALTH AND FALL WORKERS PROGRAM 5,000

FRIENDS WITH JESUS

PO BOX 513
BAINBRIDGE,GA39818 		  PC AFTER SCHOOL AND SUMMER PROGRAMS FOR AT RISK YOUTH 15,000

GEORGIA CENTER FOR CHILD ADVOCACY

PO BOX 11270SW
ATLANTA,GA30310 		  PC PROVISION OF SERVICES TO PHYSICALLY AND SEXUALLY ABUSED CHILDREN 5,000

GEORGIA DEPARTMENT OF NATURAL RESOURCES

218 FLORENCE ROAD
OMAHA,GA31821 		  GOV KIRBO INTERPRETIVE CENTER 10,000

GEORGIA DEPT OF HUMAN SERVICES

2 PEACHTREE ST NW SUITE 19-262
ATLANTA,GA30303 		  GOV PROVIDE SERVICES TO YOUTH IN FOSTER CARE 5,000

GEORGIA FOUR-H FOUNDATION

306 HOKE ANNEX
ATHENS,GA30602 		  PC EDUCATIONAL EXPS. IN AGRICULTURE FOR YOUTH IN RANDOLPH/STEWART CTYS. 10,000

GEORGIA HEIRS PROPERTY LAW CTR

PO BOX 49294
ATHENS,GA30604 		  PC LEGAL SERVICES TO PROMOTE SOCIAL JUSTICE 20,000

GEORGIA JUSTICE PROJECT

438 EDGEWOOD AVE SE
ATLANTA,GA30312 		  PC PRO BONO LEGAL SERVICES TO LOW INCOME INDIVIDUALS 10,000

GEORGIA LIONS CAMP FOR THE BLIND

5626 LAURA WALKER RD
WAYCROSS,GA315036488 		  PC SCHOLARSHIPS FOR CAMP FOR THE BLIND 10,000

GEORGIA LIONS LIGHTHOUSE FOUNDATION

5582 PEACHTREE ROAD
ATLANTA,GA30341 		  PC VISION SCREENING SERVICES FOR GEORGIA INDIVIDUALS 5,000

GEORGIA RADIO READING SERVICE

260 FOURTEENTH ST NW
ATLANTA,GA30318 		  PC DELIVERY OF RADIO SHOWS FOR VISUALLY IMPAIRED 5,000

GEORGIA SOUTHWESTERN FOUNDATION

PO BOX 926
AMERICUS,GA31709 		  PC CARTER LEADERSHIP PROGRAM FUND 15,000

GEORGIA YOUTH SCIENCE & TECH CENTERS

1000 CHASTAIN ROAD MD3305
KENNESAW,GA30144 		  PC SOUTHWEST GYST REGIONAL CTR EDUCATIONAL PROGRAMMING 10,000

GREENWOOD SCHOOL

9920 REGENCY SQUARE BLVD
JACKSONVILLE,FL32225 		  PC ANNUAL FUND FOR YOUTH WITH LEARNING DIFFERENCES 10,000

GROUNDWORK JACKSONVILLE

PO BOX 13295
JACKSONVILLE,FL32206 		  PC RESTORATION OF WATERWAYS AND NEIGHBORHOODS IN JACKSONVILLE URBAN CORE 5,000

GROVEWAY COMMUNITY GROUP

89 GROVEWAY ST SUITE 106
ROSWELL,GA30075 		  PC PROVIDE PROGRAMS FOR AT RISK YOUTH AND FAMILIES 10,000

HALCYON HOME

PO BOX 1838
THOMASVILLE,GA31799 		  PC PROVISION OF SERVICES TO VICTIMS OF DOMESTIC ABUSE 10,000

HART FELT MINISTRIES

7235 BONNEVAL RD SUITE 123
JACKSONVILLE,FL32256 		  PC SERVICES TO LOW INCOME SENIORS 5,000

HAVEN HOSPICE

4200 NW 90TH BLVD
GAINESVILLE,FL32606 		  PC PROVIDE END OF LIFE SERVICES TO INDIVIDUALS 10,000

HERE TOMORROW

910 THIRD STREET
NEPTUNE BEACH,FL32266 		  PC PEER TO PEER MENTAL HEALTH COUNSELING AND REFERRAL 10,000

HOPE HAVEN

4600 BEACH BLVD
JACKSONVILLE,FL32207 		  PC SCHOLARSHIPS FOR INTERVENTIONS FOR DISABLED YOUTH 10,000

HUBBARD HOUSE

PO BOX 4909
JACKSONVILLE,FL32201 		  PC SHELTER SERVICES FOR VICTIMS OF DOMESTIC VIOLENCE 15,000

JACK HADLEY BLACK HISTORY MUSEUM

214 ALEXANDER ST
THOMASVILLE,GA31792 		  PC MAINTENANCE OF MUSEUM TO HONOR BLACK HISTORY 30,000

JACKSONVILLE HUMANE SOCIETY

8464 BEACH BLVD
JACKSONVILLE,FL32216 		  PC PROVIDE SHELTER SERVICES FOR ANIMALS 10,000

JACKSONVILLE SYMPHONY ASSOCIATION

300 WATER ST SUITE 200
JACKSONVILLE,FL32202 		  PC MUSIC PROGRAMS FOR YOUTH AND ADULTS 10,000

JACKSONVILLE UNIVERSITY

2800 UNIVERSITY BLVD N
JACKSONVILLE,FL32211 		  PC NURSING SCHOLARSHIP FUND 25,000

JACKSONVILLE UNIVERSITY LAW SCHOOL

2800 UNIVERSITY BLVD N
JACKSONVILLE,FL32211 		  PC SCHOOL OF LAW ANNUAL FUND 10,000

JACKSONVILLE ZOO AND GARDENS

370 ZOO PARKWAY
JACKSONVILLE,FL32218 		  PC EDUCATIONAL PROGRAMMING FOR YOUTH 10,000

JAMES HALL EYE CENTER FD

5445 MERIDIAN MARK ROAD STE 220
ATLANTA,GA30342 		  PF EYE TREATMENT FOR UNDERPRIVILEGED YOUTH 10,000

JERICHO SCHOOL

1351 SPRINKLE DR
JACKSONVILLE,FL32211 		  PC INDIVIDUALIZED EDUCATION TO YOUTH WITH AUTISM 12,000

KIWANIS CLUB OF JACKSONVILLE CHARITABLE FOUNDATION

5510 MILMAR CIRCLE
JACKSONVILLE,FL32207 		  PC SUPPORT FOR YOUTH EDUCATION INITIATIVES 5,000

LIFT JAX INC

40 EAST ADAMS STREET 200
JACKSONVILLE,FL32202 		  PC PROGRAMS TO ERADICATE GENERATIONAL POVERTY IN JAX 5,000

LITERARY ALLIANCE OF NE FL

40 EAST ADAMS STREET LL30
JACKSONVILLE,FL32202 		  PC LITERACY PROGRAMS FOR ADULTS 5,000

LOCAL INITIATIVES SUPPORT CORPORATION

100 N LAURA ST SUITE 600
JACKSONVILLE,FL32202 		  PC SUPPORT DEVELOPMENT OF DISTRESSED URBAN NEIGHBORHOODS 10,000

LUTHERAN SOCIAL SERVICES OF NE FL

4615 PHILIPS HIGHWAY
JACKSONVILLE,FL32207 		  PC BACKPACK PROGRAM TO FEED AT RISK YOUTH AND REFUGEES 5,000

MALIVAI WASHINGTON YOUTH FOUNDATION

1096 WEST 6TH STREET
JACKSONVILLE,FL32209 		  PC AFTERSCHOOL AND ENRICHMENT PROGRAMS FOR YOUTH IN JAX URBAN CORE 10,000

MARGUERITE NEEL WMS BOYS & GIRLS CLUBS OF SW GEORGIA

PO BOX 3026
THOMASVILLE,GA31799 		  PC AFTER SCHOOL AND SUMMER PROGRAMS FOR AT RISK YOUTH 10,000

MAYO LIVINGSTON JR THANKSGIVING DAY DINNER INC

519 EAST SHOTWELL ST
BAINBRIDGE,GA39819 		  PF PROVIDE MEALS FOR THE ELDERLY AND POOR 5,000

MCKENZIE NOELLE WILSON FOUNDATION

PO BOX 2529
PONTE VEDRA BCH,FL32004 		  PC CHARACTER EDUCATION FOR YOUTH 5,000

MEALS ON WHEELS ATLANTA

1705 COMMERCE DR NW
ATLANTA,GA30318 		  PC MEAL DELIVERY TO VULNERABLE SENIORS 15,000

MERCER UNIVERSITY

1501 MERCER UNIVERSITY DR
MACON,GA312070001 		  PC SCHOOL OF LAW ANNUAL FUND 25,000

MISSION HOUSE

800 SHETTER AVE
JACKSONVILLE BCH,FL322504348 		  PC PROVIDE MEALS, CLOTHING AND ESSENTIALS TO VULNERABLE INDIVIDUALS 10,000

MITCH22 FOUNDATION

2034 KNOTTY PINE COURT
JACKSONVILLE,FL32246 		  PC PROVIDE COLLEGE SCHOLARSHIP FUNDING TO HIGH SCHOOL YOUTH 2,500

MUSEUM OF SCIENCE AND HISTORY

1025 MUSEUM CIRCLE
JACKSONVILLE,FL32207 		  PC PROVIDE EDUCATIONAL EXPERIENCES TO YOUTH 5,000

NATIONAL ALLIANCE ON MENTAL ILLNESS

40 EAST ADAMS ST SUITE LL05
JACKSONVILLE,FL32202 		  PC TRAINING AND ADVOCACY FOR INDIVIDUALS IMPACTED BY MENTAL ILLNESS 10,000

NEMOURS FOUNDATION

10140 CENTURION PARKWAY N
JACKSONVILLE,FL32256 		  PC PEDIATRIC ONCOLOGY CENTER HAND IN HAND CAPITAL CAMPAIGN 5,000

NONPROFIT CENTER OF NE FL

40 EAST ADAMS ST SUITE 100
JACKSONVILLE,FL32202 		  PC PROGRAMS TO STRENGTHEN THE NONPROFIT COMMUNITY 25,000

NORTH FLORIDA SCHOOL OF SPECIAL EDUCATION

223 MILL CREEK RD
JACKSONVILLE,FL32211 		  PC VOCATIONAL TRAINING FOR ADULTS WITH DISABILITIES 15,000

NORTH FULTON COMMUNITY CHARITIES

11270 ELKINS RD
ROSWELL,GA30076 		  PC PROVIDE FOOD, CLOTHING AND SKILLS CLASSES TO VULNERABLE FAMILIES 10,000

OLMSTED ARTS INC

524 RIDGECREST ROAD NE
ATLANTA,GA30307 		  PC VISUAL AND CULTURAL ART EDUCATION 5,000

OTIS REDDING FOUNDATION

339 COTTON AVENUE
MACON,GA31201 		  PC PROVISION OF EDUCATION/EMPOWERMENT PROGRAMS THROUGH MUSIC 15,000

PACE CENTER FOR GIRLS JACKSONVILLE

2933 UNIVERSITY BLVD N
JACKSONVILLE,FL32211 		  PC PROGRAMS TO ASSIST AT RISK GIRLS 10,000

PINE CASTLE

4911 SPRING PARK RD
JACKSONVILLE,FL322077496 		  PC SERVICES FOR ADULTS WITH DISABILITIES 15,000

POLICE ATHLETIC LEAGUE JACKSONVILLE

3450 MONUMENT ROAD
JACKSONVILLE,FL32225 		  PC IMPROVEMENT OF TEEN CENTER SERVING DISADVANTAGED YOUTH 6,000

PRESBYTERIAN SOCIAL MINISTRIES

4115 POST STREET
JACKSONVILLE,FL32205 		  PC PROVIDE CLOTHING TO INDIVIDUALS IN NEED 5,000

PREVENT BLINDNESS GA

270 CARPENTER DR SUITE 606
SANDY SPRINGS,GA30328 		  PC VISION SCREENING FOR ELDERLY AND INDIGENT 10,000

PRISONERS OF CHRIST

6940 ATLANTIC BLVD
JACKSONVILLE,FL32211 		  PC EMPLOYMENT SERVICES FOR THE RECENTLY INCARCERATED 10,000

QUIGLEY HOUSE

PO BOX 8219
FLEMING ISLAND,FL32006 		  PC SERVICES FOR SEXUALLY ABUSED AND BATTERED 10,000

REEF BALL FOUNDATION

890 HILL ST
ATHENS,GA30606 		  PC PRESERVATION OF MARINE HABITATS 20,000

RIVERSIDE PARK UNITED METHODIST CHURCH

819 PARK ST
JACKSONVILLE,FL32204 		  PC PROVIDE OUTREACH MINISTRIES TO COMMUNITY 5,000

RIVERSIDE TRADITION HOUSE

2911 RIVERSIDE AVE
JACKSONVILLE,FL32205 		  PC SHELTER FOR RECOVERY FROM ALCOHOLISM AND DRUG ABUSE 10,000

RONALD MCDONALD HOUSE CHARITIES OF JACKSONVILLE

824 CHILDRENS WAY
JACKSONVILLE,FL32207 		  PC LODGING FOR FAMILIES OF HOSPITALIZED CHILDREN 15,000

SAMARITAN COUNSELING OF SW GA

208 S BROAD ST
BAINBRIDGE,GA39817 		  PC MENTAL HEALTH COUNSELING TO FAMILIES AT RISK 25,000

SANCTUARY OF NE FL

PO BOX 3301
JACKSONVILLE,FL32206 		  PC AFTER SCHOOL PROGRAMS FOR AT RISK YOUTH 10,000

SAVANNAH SCHOOL OF ARTS AND DESIGN

PO BOX 3146
SAVANNAH,GA314023146 		  PC URBAN FARM EDUCATION INITIATIVE 10,000

SAVANNAH STATE UNIVERSITY

BOX 20149
SAVANNAH,GA314046003 		  GOV KIRBO-CONYERS ENDOWED SCHOLARSHIP FUND 25,000

SCHOLARSHIP FOUNDATION OF SOUTHWEST GEORGIA

2500 EAST SHOTWELL STREET
BAINBRIDGE,GA39819 		  PC KIRBO SCHOLARS FUND 25,000

SECOND HARVEST OF SOUTH GEORGIA

1411 HARBIN CIRCLE
VALDOSTA,GA31601 		  PC PROVIDE FOOD TO THE ECONOMICALLY CHALLENGED 20,000

SENIORS ON A MISSION

3000 SPRING PARK RD PO BOX 10021
JACKSONVILLE,FL32207 		  PC VOLUNTEER PROGRAM FOR SENIORS AND MOBILE OUTREACH PGM 10,000

SHEPHERD CENTER FD

2020 PEACHTREE RD NW
ATLANTA,GA303091465 		  PC RESEARCH AND ADVOCACY FOR PATIENTS WITH SPINAL CORD INJURY 15,000

SHORTER UNIVERSITY

315 SHORTER AVE NW
ROME,GA30165 		  PC STUDENT SCHOLARSHIP FUND 10,000

SOUTHERN SCHOLARSHIP FD

322 STADIUM DRIVE
TALLAHASSEE,FL32304 		  PC SCHOLARSHIPS TO COLLEGE STUDENTS IN FLORIDA 9,000

SPECIAL OLYMPICS FL

1915 DON WICKHAM DR
CLERMONT,FL34711 		  PC SPORTS TRAINING AND FREE HEALTH EXAMS TO YOUTH AND ADULTS WITH DISABILITIES 5,000

SPECIAL OLYMPICS GEORGIA

PO BOX 8206
BAINBRIDGE,GA398188206 		  PC PROVIDE SPORTS TO INDIVIDUALS WITH DISABILITIES 3,000

ST MARY'S EPISCOPAL CHURCH

1924 N LAURA ST
JACKSONVILLE,FL32206 		  PC PROVIDING CLOTHING AND MINISTRY TO THE NEEDY 10,000

ST VINCENT DEPAUL GEORGIA

2050-C CHAMBLEE TUCKER ROAD
ATLANTA,GA30341 		  PC PROVISION OF HOUSING, FOOD AND HEALTHCARE TO ECONOMICALLY CHALLENGED 5,000

STETSON UNIVERSITY

421 N WOODLAND BLVD UNIT 8286
DELAND,FL32723 		  PC KIRBO CHARITABLE FD SCHOLARSHIP FUND 10,000

SULZBACHER CENTER

611 E ADAMS ST
JACKSONVILLE,FL32202 		  PC SERVICES TO THE HOMELESS 15,000

SWEET OLIVE ANIMAL RESCUE

855 PARKVIEW RD
WINTERVILLE,GA30683 		  PC ANIMAL SHELTER SERVICES 5,000

TALL TIMBERS RESEARCH

13093 HENRY BEADEL DR
TALLAHASSEE,FL323120918 		  PC RESEARCH AND CONSERVATION OF FORESTS AND LAND 10,000

THE FLORIDA THEATRE

128 EAST FORSYTH ST
JACKSONVILLE,FL32202 		  PC MAINTENANCE OF HISTORICAL PERFORMING ARTS VENUE 5,000

THE SALVATION ARMY

328 N OCEAN ST
JACKSONVILLE,FL32202 		  PC PROVIDE SERVICES TO VICTIMS OF NATURAL DISASTERS 10,000

THEATRE JACKSONVILLE

2032 SAN MARCO BLVD
JACKSONVILLE,FL32207 		  PC PERFORMING ARTS EDUCATION FOR YOUTH 5,000

TRINITY RESCUE MISSION

622 WEST UNION ST
JACKSONVILLE,FL32202 		  PC SERVICES TO THE HOMELESS AND SUBSTANCE ADDICTED 5,000

UNITED WAY OF BAINBRIDGE-DECATUR COUNTY

POST OFFICE BOX 1805
BAINBRIDGE,GA39818 		  PC COORDINATION OF COMMUNITY RESOURCES TO DECATUR CTY NONPROFITS 10,000

UNITED WAY OF GREATER ATLANTA

40 COURTLAND ST NE
ATLANTA,GA30303 		  PC COORDINATION OF COMMUNITY RESOURCES TO GREATER ATL NONPROFITS 5,000

UNITED WAY OF NE FL

40 EAST ADAMS ST SUITE 200
JACKSONVILLE,FL32202 		  PC COORDINATION OF COMMUNITY RESOURCES TO NE FL 5,000

UNIVERSITY OF GA FOUNDATION

ONE PRESS PL SUITE 101
ATHENS,GA30602 		  PC LAMAR DODD SCHOOOL OF ART 5,000

UNIVERSITY OF GEORGIA REACH GEORGIA FD

2082 EAST EXCHANGE PLACE
TUCKER,GA30084 		  PC SCHOLARSHIPS TO RECIPIENTS IN STEWART AND MITCHELL COUNTY 3,000

UNIVERSITY OF NORTH FL FOUNDATION

1 UNF DR ALUMNI HALL
JACKSONVILLE,FL322247699 		  PC BROOKS SCHOOL OF HEALTH 25,000

VALDOSTA ROTARY FOUNDATION

PO BOX 517
VALDOSTA,FL31603 		  PC DOLLY PARTON'S IMAGINATION LIBRARY PROGRAM-LOWNDES CTY 10,000

VALDOSTA STATE UNIVERSITY FD

1500 N PATTERSON STREET
VALDOSTA,GA31698 		  PC RUBY SULLIVAN/KIRBO SCHOLARS SCHOLARSHIP PROGRAM 100,000

VASHTI CENTER FOR CHILDREN AND FAMILIES

1815 E CLAY ST
THOMASVILLE,GA31792 		  PC MENTAL HEALTH COUNSELING TO YOUTH 10,000

VISION IS PRICELESS

4615 PHILIPS HIGHWAY SUITE 100A
JACKSONVILLE,FL32207 		  PC VISION SCREENING FOR VULNERABLE YOUTH 5,000

VOLUNTEERS IN MEDICINE

41 E DUVAL ST
JACKSONVILLE,FL32202 		  PC FREE HEALTHCARE TO LOW INCOME INDIVIDUALS 10,000

WILDERNESS WORKS

644 MEMORIAL DR SE
ATLANTA,GA30312 		  PC PROVISION OF SUPPLEMENTAL EDUCATION THROUGH NATURE TO DISADV YOUTH 10,000

WISH FOR OUR HEROES

PO BOX 915
PONTE VEDRA BCH,FL32004 		  PC ASSISTING LOCAL NE FL MILITARY FAMILIES IN NEED 5,000

WOMEN'S CENTER OF JACKSONVILLE

5644 COLCORD AVE
JACKSONVILLE,FL322117017 		  PC SUPPORT SERVICES FOR SEXUALLY ASSAULTED WOMEN 10,000

WORLD CENTRAL KITCHEN

200 MASSACHUSETTS AVE NW 7TH FLOOR
WASHINGTON DC,DC20001 		  PC ASSISTANCE TO MAUI HAWAII 5,000

YMCA OF THE GEORGIA SUNBELT

1818 E SHOTWELL ST
BAINBRIDGE,GA39819 		  PC PROVIDING HEALTH AND COUNSELING SERVICES TO BAINBRIDGE GA. 75,000

YOUNG LIFE

4526 OAK BAY DR W
JACKSONVILLE,FL32277 		  PC CHRISTIAN MINISTRY TO LOCAL HIGH SCHOOL AND COLLEGE YOUTH 12,000

YOUTH CRISIS CENTER

3015 PARENTAL HOME RD
JACKSONVILLE,FL32216 		  PC PROVIDE PROGRAMS FOR VULNERABLE YOUTH AND THEIR FAMILIES 15,000
Total .................................right arrow 3a 1,946,500
bApproved for future payment

ATLANTA RONALD MCDONALD HOUSE CHARITIES INC
795 GATEWOOD ROAD NE
ATLANTA,GA30329 		  PC RENOVATION OF FACILITY; CAPITAL CAMPAIGN 150,000

JACK HADLEY BLACK HISTORY MUSEUM
214 ALEXANDER STREET
THOMASVILLE,GA31792 		  PC SECURE FUNDING TO MAINTAIN AND IMPROVE MUSEUM HONORING BLACK HISTORY 250,000

NONPROFIT CENTER OF NE FL
40 EAST ADAMS STREET
JACKSONVILLE,FL32202 		  PC ENDOW THE RENA COUGHLIN RESEARCH FUND 25,000
Total ................................. right arrow 3b 425,000
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 ........... 		    14 180,216  
4 Dividends and interest from securities ....     14 534,011  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 2,345  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 535,024  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,251,596 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,251,596
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE THOMAS M AND IRENE KIRBO
 
CHARITABLE FOUNDATION
EIN:
59-6197946
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 13,860 693 0 13,167

TY 2023 DistributionFromCorpusElection
Name:
THE THOMAS M AND IRENE KIRBO
 
CHARITABLE FOUNDATION
EIN:
59-6197946
Election:
THE THOMAS M. AND IRENE KIRBO CHARITABLE FOUNDATION DECLARES THAT IT IS MAKING AN ELECTION UNDER REG. 53.4942(A)-3(D)(2) TO TREAT ITS QUALIFYING DISTRIBUTION FOR THE TAX YEAR ENDING DECEMBER 31, 2023 AS SET FORTH BELOW.THE QUALIFIED DISTRIBUTION SHALL BE MADE OUT OF CORPUS AS FOLLOWS: $15,000 OUT OF CORPUS.THE THOMAS M. AND IRENE KIRBO CHARITABLE FOUNDATIONBY: MARTHA SAWYER

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 ExpenditureResponsibilityStmt
Name:
THE THOMAS M AND IRENE KIRBO
 
CHARITABLE FOUNDATION
EIN:
59-6197946
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
JAMES HALL EYE CENTER FD
  		5445 MERIDIAN MARK ROAD STE 220
ATLANTA,GA30342 		2023-09-08 10,000 EYE TREATMENT FOR UNDERPRIVILEGED YOUTH   TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. PENDING   THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SEC. 4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATION EXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO THIS GRANT. THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
MAYO LIVINGSTON JR THANKSGIVING DAY DINNER INC
  		519 EAST SHOTWELL ST
BAINBRIDGE,GA39819 		2023-09-08 5,000 PROVIDE MEALS FOR THE ELDERLY AND POOR   TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. PENDING   THE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH IRC SEC. 4945(H)(3) AND REG. 53.4945-5(D) TO DEMONSTRATE THAT THE FOUNDATION EXERCISED EXPENDITURE RESPONSIBILITY IN REGARD TO THIS GRANT. THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.

TY 2023 GeneralExplanationAttachment
Name:
THE THOMAS M AND IRENE KIRBO
 
CHARITABLE FOUNDATION
EIN:
59-6197946
Identifier Return Reference Explanation
STATEMENT 15 FORM 990-PF, PAGE 10, PART XIV, LINE 2B THE FORM IN WHICH APPLICATIONS SHOULD BE SUBMITTED AND INFORMATION AND MATERIALS THEY SHOULD INCLUDE:1. NAME AND ADDRESS OF THE TAX-EXEMPT ORGANIZATION, WHICH WILL BE THE RECIPIENT OF THE GRANT OF FUNDS.2. WAS THE APPLICANT THE BENEFICIARY OF A CONTRIBUTION FROM MR. THOMAS M. KIRBO DURING HIS LIFETIME. 3. STATE THE AMOUNT REQUESTED AND THE PURPOSE OF THE GRANT.4. THE POSITION OR RELATIONSHIP TO THE APPLICANT ORGANIZATION OF THE INDIVIDUAL SIGNING THE GRANT REQUEST.5. STATE WHETHER AID HAS BEEN SOUGHT AND GRANTED DURING THE PRECEDING THREE YEARS, AND THE CURRENT YEAR, FROM OTHER FOUNDATIONS OR SOURCES; AND IF SO, THE NAMES OF THE FOUNDATIONS AND AMOUNTS SOUGHT OR RECEIVED FROM EACH. 6. A STATEMENT THAT THE REQUESTING ORGANIZATION WILL, UPON REQUEST OF THE THOMAS M. KIRBO AND IRENE B. KIRBO CHARITABLE FOUNDATION FURNISH A REPORT SHOWING HOW ANY FUNDS GRANTED WERE SPENT. SUCH GRANTS MUST MEET THE QUALIFICATIONS AND REQUIREMENTS AS SET FORTH IN SECTION 2055(A)(2) OF THE INTERNAL REVENUE CODE OF 1954.7. THE NAME AND BUSINESS AFFILIATIONS OF THE BOARD OF DIRECTORS OR THE TRUSTEES RESPONSIBLE FOR THE MANAGEMENT OF THE APPLYING ORGANIZATION. 8. THE NAME AND QUALIFICATIONS OF THE PERSONS WHO WILL ADMINISTER THE GRANT, IF MADE.9. A STATEMENT THAT THE GRANT REQUIRES FIRST EXECUTED BY A PERSON AUTHORIZED TO SUBMIT THE SAME ON BEHALF OF THE REQUESTING ORGANIZATION, AND SUCH STATEMENT TO BE ATTACHED HERETO.10. THE FOLLOWING ATTACHMENTS ARE TO BE FORWARDED WITH THIS APPLICATION:A. A COPY OF THE MOST RECENT LETTER OF EXEMPTION FROM THE INTERNAL REVENUE SERVICE DEMONSTRATING THAT THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501 (C) (3) OF THE INTERNAL REVENUE CODE.B. A COPY OF THE FORM OR LETTER FROM THE INTERNAL REVENUE SERVICE CLASSIFYING AS NOT A PRIVATE FOUNDATION" UNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE. IF THIS IS NOT AVAILABLE, AN EXPLANATION SHOULD BE SUBMITTED AS TO THE STATUS OF THE APPLICANT.C. A STATEMENT BY YOU THAT YOUR ORGANIZATION'S TAX EXEMPTION UNDER IRC SECTION 501 (C) (3) AND YOUR STATUS UNDER SECTION 509 (A) HAD NOT BEEN REVOKED OR MODIFIED.D. THE LATEST BALANCE SHEET AND DETAILED INCOME STATEMENT (AS AUDITED BY YOUR ORGANIZATION'S CERTIFIED PUBLIC ACCOUNTANTS, IF SUCH AUDITS ARE MADE).GRANT REQUESTS, WHEN RECEIVED, WILL BE DISTRIBUTED TO THE TRUSTEES OF THE THOMAS M. KIRBO AND IRENE B. KIRBO CHARITABLE FOUNDATION FOR PROCESSION AND WILL NOT BE RETURNED TO THE APPLICANT.WHEN THE GRANT REQUEST HAS BEEN ACTED UPON BY THE TRUSTEES, SUCH ACTION IS FINAL UPON THE APPLICATION AS PRESENTED. IT NORMALLY WILL NOT BE CARRIED OVER FOR FUTURE CONSIDERATION AT LATER TRUSTEES' MEETINGS UNLESS SPECIFICALLY DESIGNATED FOR FUTURE INVESTIGATION OR DEFERRED BY THE TRUSTEES. THE APPLICANT IS NOT, HOWEVER, PRECLUDED FROM MAKING OTHER NEW GRANT REQUESTS IN THE FUTURE UNLESS THE FIELD OF A DENIAL REQUEST IS ONE WHICH THE TRUSTEES HAS LIMITED BY A POLICY DETERMINATION.

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE THOMAS M AND IRENE KIRBO
 
CHARITABLE FOUNDATION
EIN:
59-6197946
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBVIE INC 3.2% 11/21/29 65,396 65,396
AMGEN INC 3.35% 2/22/32 68,632 68,632
AT & T INC 4.35% 3/1/2029 73,965 73,965
BANK OF AMERICA CORP 3.5% 4/19/2026 68,156 68,156
BRISTOL-MYERS SQ 2.95% 3/15/32 66,572 66,572
BP CAP MARKETS AMERI 4.234% 11/06/28 59,560 59,560
BANK OF NY MELLON CO 3.250% 5/16/27 95,738 95,738
COMCAST CORP 3.950% 10/15/25 59,224 59,224
CVS HEALTH CORP 1.875% 2/28/2031 61,726 61,726
CVS HEALTH CORP 4.3% 3/25/28 19,665 19,665
DUKE ENERGY CORP 2.55% 6/15/2031 65,177 65,177
GLOBAL PAYMENTS INC 1.2% 3/1/2026 68,990 68,990
GOLDMAN SACHS GROUP 3.750% 2/25/26 48,859 48,859
HSBC USA INC 3.500% 6/23/24 49,541 49,541
JPMORGAN CHASE & CO 2.950% 10/01/26 66,818 66,818
MORGAN STANLEY 3.625% 1/20/27 63,037 63,037
MITSUBISHI UFJ FIN 2.801% 7/18/24 68,966 68,966
NORTHROP GRUMMAN COR 4.400% 5/01/30 74,658 74,658
PRINCIPAL FINANCIAL 3.100% 11/15/26 57,201 57,201
PNC FINANCIAL SERVIC 3.150% 5/19/27 66,477 66,477
PROVIDENCE ST 2.532% 10/01/29 61,522 61,522
STARBUCKS CORP 3.500% 3/01/28 57,511 57,511
TORONTO DOMINION BANK 1.25% 9/10/2026 91,081 91,081
US BANCORP 3.900% 4/26/28 53,125 53,125
VERIZON COMMUNICATIO 2.625% 8/15/26 66,892 66,892
WESTPAC BANKING CORP 3.350% 3/08/27 52,989 52,989
ELEVANCE HEALTH 3.65% 12/01/27 63,016 63,016
NEXTERA ENERGY CAP 4.9% 2/28/28 60,565 60,565
WELLTOWER INC 3.1% 01/15/30 31,630 31,630
WELLS FARGO AND CO VAR 28 03/24/28 66,527 66,527
THE WALT DISNEY CO 2% 09/01/29 79,923 79,923
T-MOBILE USA INC 4.95% 03/15/28 30,472 30,472
SIMON PROPERTY G R 3.3% 01/15/26 58,028 58,028
ROYAL BANK OF CANADA 6% 11/01/27 73,319 73,319
PFIZER INVT ENTE 4.75% 05/19/33 80,200 80,200
O'REILLY AUTOMOTIVE 3.6% 09/01/27 38,554 38,554
MPLX LP 4.875% 06/01/25 34,796 34,796
MASTERCARD INC 4.85% 03/09/33 61,848 61,848
LOCKHEED MARTIN CORP 5.1% 11/15/27 56,591 56,591
LINCOLN NATL CRP 3.05% 01/15/30 30,968 30,968
ENBRIDGE INC 4.25% 12/01/26 39,440 39,440
CITIGROUP INC VAR 05/24/33 112,300 112,300
CARRIER GLOBAL CORP 2.7% 02/15/31 30,516 30,516
BHP BILLITON F 4.875% 02/27/26 35,172 35,172
BANK OF NOVA SC 4.75% 02/02/26 84,752 84,752
ASTRAZENECA FIN 4.875% 03/03/28 76,466 76,466
AMERICAN TOWER CORP 3.375% 10/15/26 38,328 38,328
AMERICAN EXPRESS 3.95% 08/01/25 59,000 59,000
AIR LEASE CORP 1.875% 08/15/26 36,757 36,757
DTE ELECTRIC CO 2.25% 03/01/30 56,826 56,826
DODGE & COX INCOME FUND 307,030 307,030

TY 2023 InvestmentsCorpStockSchedule
Name:
THE THOMAS M AND IRENE KIRBO
 
CHARITABLE FOUNDATION
EIN:
59-6197946
Name of Stock End of Year Book Value End of Year Fair Market Value
AIA GROUP LTD-SP ADR 27,355 27,355
AMBEV SA-SPN ADR 19,807 19,807
ADYEN NV-UNSPON ADR 21,741 21,741
AIR LIQUIDE - ADR 20,799 20,799
ALCON INC 23,124 23,124
ALFA LAVAL AB-UNSPON ADR 26,587 26,587
ALLIANZ SE - UNSP ADR 69,794 69,794
ATLAS COPCO AB ADR 32,406 32,406
BANCO BILBAO VIZCAYA ARGENT- ADR 34,582 34,582
BROOKFIELD CORP F CLASS 53,640 53,640
CHUGAI PHARMACEUTIC-UNSP ADR 57,285 57,285
CANADIAN NATL RR CO COM 18,719 18,719
DAIFUKU CO LTD 14,840 14,840
DASSAULT SYSTEMES S.A. - ADR 52,647 52,647
DBS GROUP HOLDINGS LIMITED - ADR 63,389 63,389
EPIROC AB-UNSP ADR 26,285 26,285
FOMENTO ECONOMICO MEX-SP ADR 58,006 58,006
HDFC BANK LTD. - ADR 28,186 28,186
ICICI BANK LTD. - ADR 19,287 19,287
INFINEON TECHNOLOGIES AG - ADR 74,326 74,326
KOMATSU LIMITED - ADR 20,898 20,898
LINDE PLC 25,053 25,053
LOREAL - ADR 56,266 56,266
NITORI HLDGS CO LTD-UNSP ADR 17,408 17,408
NESTLE S.A. REGISTERED SHARES - ADR 21,970 21,970
NOVOZYMES A/S UNSPONS ADR 13,177 13,177
PERIMETER SOLUTIONS SA 1,753 1,753
PING AN INSURANCE-ADR 8,371 8,371
PT TELEKOMUNIKASI INDONESIA TB-ADR 20,016 20,016
ROYAL DUTCH SHELL PLC ADR 33,032 33,032
ROCHE HOLDINGS LTD - ADR 29,962 29,962
RIO TINTO PLC - ADR 31,348 31,348
SAP SE ADR 49,623 49,623
SCHNEIDER ELECTRIC SE - ADR 38,259 38,259
SHIONOGI & CO LTD-UNSPON ADR 21,250 21,250
SONOVA HOLDIN-UNSPON ADR 18,291 18,291
SYSMEX CORP-UNSPON ADR 13,575 13,575
SYMRISE AG ADR 22,036 22,036
TENCENT HOLDINGS LTD-UNS ADR 17,610 17,610
TAIWAN SEMICONDUCTOR MANUFACTU - ADR 66,352 66,352
UNI CHARM CORPORATION ADR 20,591 20,591
XP INC 15,590 15,590
ARCHER DANIELS MIDLAND CO 62,976 62,976
AMERICAN INTERNATIONAL GROUP, INC 83,468 83,468
BANCFIRST CORP OK 30,075 30,075
CONAGRA BRANDS INC 64,972 64,972
CIGNA CORP 70,670 70,670
COMCAST CORP CLASS A 83,797 83,797
CONOCOPHILLIPS 68,481 68,481
CISCO SYSTEMS INC 65,322 65,322
COGNIZANT TECH SOLUTIONS CRP COM 79,986 79,986
CORVEL CORP 67,241 67,241
CVS HEALTH CORPORATION 73,275 73,275
DUPONT DE NEMOURS INC 81,623 81,623
WALT DISNEY CO 62,120 62,120
DOLLAR TREE INC 70,031 70,031
HONEYWELL INTERNATIONAL INC 80,948 80,948
JOHNSON & JOHNSON 70,063 70,063
LCI INDUSTRIES 36,456 36,456
MERCK & CO INC NEW 74,570 74,570
NORTHROP GRUMMAN CORP 63,199 63,199
ORACLE CORPORATION 74,750 74,750
RAYTHEON TECHNOLOGIES CORP 68,995 68,995
TRUIST FINANCIAL CORP 67,674 67,674
U.S. BANCORP 81,453 81,453
VERIZON COMMUNICATIONS 67,031 67,031
AGILENT TECHNOLOGIES INC 15,015 15,015
ARCH CAPITAL GROUP LTD 14,334 14,334
AUTODESK INC 18,018 18,018
ANSYS INC 6,532 6,532
AON PLC 6,693 6,693
BHP GROUP LTD 46,724 46,724
BROOKFIELD ASSET MANAGE-CL A 10,404 10,404
BROOKFIELD RENEWABLE COR-A 10,624 10,624
BROWN FORMAN CORP CL B 4,511 4,511
BROOKFIELD INFRASTRUCTURE-A 24,872 24,872
BROWN & BROWN INC 29,226 29,226
CBRE GROUP INC 21,318 21,318
CLEARWATER ANALYTICS HLDGS INC 27,381 27,381
COGNEX CORP 1,837 1,837
COPART INC COM 52,724 52,724
COSTAR GROUP, INC 48,239 48,239
DOLLAR GENERAL CORP 66,480 66,480
DOMINOS PIZZA INC 23,085 23,085
ENOVIS CORP 1,176 1,176
FASTENAL CO 16,128 16,128
FIDELITY NATL INFORMATION SVCS INC 66,858 66,858
LIBERTY FORMULA ONE GROUP A 812 812
LIBERTY FORMULA ONE GROUP SERIES C 11,553 11,553
HAIER SMART HOME CO LTD ADR 50,043 50,043
HYATT HOTELS CORP 10,302 10,302
HEICO CORP CL A 44,299 44,299
HOLOGIC INC 68,592 68,592
HOWARD HUGHES CORP/THE 4,791 4,791
HILTON WORLDWIDE HOLDINGS IN 44,794 44,794
IDEXX CORP 11,101 11,101
GARTNER INC 24,360 24,360
KKR & CO INC -A 45,153 45,153
CARMAX INC 23,022 23,022
LANDSTAR SYS INC COM 59,644 59,644
LENNAR CORPORATION CLASS A COMMON 22,058 22,058
LIVE NATION ENT INC 22,745 22,745
MICROCHIP TECHNOLOGY INC COM 18,216 18,216
MOODYS CORP 9,764 9,764
MARKEL CORP 28,398 28,398
MARTIN MARIETTA MATLS INC COM 15,466 15,466
MSCI INC 14,141 14,141
MOTOROLA SOLUTIONS, INC. 78,272 78,272
VAIL RESORTS INC COM 11,954 11,954
O'REILLY AUTOMOTIVE INC 44,654 44,654
PROGRESSIVE CORP OHIO 17,680 17,680
ROPER TECHNOLOGIES INC 37,617 37,617
ROSS STORES INC 4,290 4,290
SUMMIT MATERIALS INC 4,538 4,538
TJX COMPANIES INC 75,798 75,798
TRANSDIGM GROUP INC 55,638 55,638
TYLER TECHNOLOGIES INC 22,578 22,578
VULCAN MATERIALS COMPANY 33,370 33,370
VERISK ANALYTICS INC 10,511 10,511
VERISIGN INC COM 17,919 17,919
WIX.COM LTD 4,183 4,183
ARTISAN PARTNERS ASSET MANAGEM 40,425 40,425
ARES MANAGEMENT CORP 6,541 6,541
ATRION CORP 9,091 9,091
ASPEN TECHNOLOGY INC COM 28,179 28,179
BAXTER INTL INC 71,057 71,057
DONALDSON CO INC 17,841 17,841
DOVER CORP 62,754 62,754
EMCOR GROUP INC COM 107,715 107,715
ENN ENERGY HOLDINGS LTD 12,209 12,209
FACTSET RESH SYS INC COM 44,843 44,843
FIRST HAWAIIAN INC 42,885 42,885
GRACO INC 57,001 57,001
ACUSHNET HOLDINGS CORP 69,045 69,045
HENRY JACK & ASSOC INC COM 20,753 20,753
MANULIFE FINL 43,316 43,316
MANHATTAN ASSOCIATES, INC COM 77,300 77,300
MOELIS & CO 51,752 51,752
PRIMERICA INC 79,629 79,629
RLI CORP COM 31,683 31,683
RBC BEARINGS INC 53,274 53,274
RIGHTMOVE PLC-UNSP ADR 45,024 45,024
SHIMANO INC 12,984 12,984
SHISEIDO LTD 10,544 10,544
SIMPSON MFG INC COM 123,737 123,737
TELEDYNE TECHNOLOGIES INC 74,977 74,977
TORO CO 63,737 63,737
WATTS WATER TECHNOLOGIES INC 60,210 60,210
FTI CONSULTING INC COM 95,990 95,990
SONY GROUP CORP 40,906 40,906
HALEON PLC 34,986 34,986
GENMAB A/S 20,760 20,760
CREDICORP LTD 16,192 16,192
BIONTECH SE 22,586 22,586
ASSA ABLOY AB 20,089 20,089
ALLSTATE CORP 79,929 79,929
DUKE ENERGY CORP 70,839 70,839
GCI LIBERTY INC 31 31
KADANT INC 51,297 51,297
KFORCE INC 21,484 21,484
LOWES COMPANIES INC 75,890 75,890
SHERWIN WILLIAMS COMPANIES 5,614 5,614
UFP INDS INC. 56,749 56,749
WATERS CORP 5,597 5,597
SBA COMMUNICATIONS CORP 22,832 22,832
VANGUARD FTSE DEVELOPED ETF 919,632 919,632
OAKMARK INTERNATIONAL-INST #2886 1,219,368 1,219,368
ABERDEEN EMERG MARKETS-INST #5840 353,522 353,522
VANGUARD 500 INDEX FD- ADM #540 11,970,863 11,970,863
EDGEWOOD GROWTH INSTL #2131 3,292,858 3,292,858
ISHARES CORE S&P MIDCAP ETF 2,383,490 2,383,490
ISHARES S&P 500 VALUE ETF 1,632,479 1,632,479
PRINCIPAL PREFERRED SEC-R6 #8200 384,652 384,652

TY 2023 InvestmentsGovtObligationsSch
Name:
THE THOMAS M AND IRENE KIRBO
 
CHARITABLE FOUNDATION
EIN:
59-6197946
US Government Securities - End of Year Book Value:

3,183,437
US Government Securities - End of Year Fair Market Value:

3,183,437
State & Local Government Securities - End of Year Book Value:


1,460,108
State & Local Government Securities - End of Year Fair Market Value:


1,460,108


TY 2023 InvestmentsOtherSchedule2
Name:
THE THOMAS M AND IRENE KIRBO
 
CHARITABLE FOUNDATION
EIN:
59-6197946
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
STRATEGIC VALUE RESTRUCTURING LTD FMV 630,046 630,046
TIG ARBITRAGE ENHANCED LTD SER 2 FMV 496,349 496,349
MAGNITUDE INTERNATIONAL-A FMV 1,702,982 1,702,982
NORTH ROCK FUND LIMITED FMV 987,840 987,840
ROSE GROVE OFFSHORE FD I LTD FMV 539,137 539,137
SPF SECURITIZED PRODUCTS FUND LTD FMV 864,630 864,630
EQUITY RESIDENTIAL REIT FMV 69,906 69,906
PIMCO COMMODITY REAL RETURN STRATEGY FUND FMV 171,353 171,353
ABRDN BLMBRG ALL CM SG K 1 FR ETF FMV 566,126 566,126

TY 2023 OtherAssetsSchedule
Name:
THE THOMAS M AND IRENE KIRBO
 
CHARITABLE FOUNDATION
EIN:
59-6197946
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
OFFICE EQUIPMENT 2,084 2,084 2,084
DIAMOND RING 12,500 12,500 12,500


TY 2023 OtherDecreasesSchedule
Name:
THE THOMAS M AND IRENE KIRBO
 
CHARITABLE FOUNDATION
EIN:
59-6197946
Description Amount
BOOK TO TAX TIMING DIFFERENCE 78,275


TY 2023 OtherExpensesSchedule
Name:
THE THOMAS M AND IRENE KIRBO
 
CHARITABLE FOUNDATION
EIN:
59-6197946
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 1,464 73 0 1,391
MISCELLANEOUS EXPENSE 229 11 0 218
TELEPHONE 1,231 62 0 1,169


TY 2023 OtherIncomeSchedule2
Name:
THE THOMAS M AND IRENE KIRBO
 
CHARITABLE FOUNDATION
EIN:
59-6197946
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MISCELLANEOUS INCOME 2,345 2,345 0


TY 2023 OtherIncreasesSchedule
Name:
THE THOMAS M AND IRENE KIRBO
 
CHARITABLE FOUNDATION
EIN:
59-6197946
Description Amount
UNREALIZED GAIN ON SECURITIES 5,206,530


TY 2023 OtherProfessionalFeesSchedule
Name:
THE THOMAS M AND IRENE KIRBO
 
CHARITABLE FOUNDATION
EIN:
59-6197946
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK TRUSTEE FEES 204,168 204,168 0 0


TY 2023 TaxesSchedule
Name:
THE THOMAS M AND IRENE KIRBO
 
CHARITABLE FOUNDATION
EIN:
59-6197946
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 20,036 0 0 0
FOREIGN TAX 13,239 13,239 0 0