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 BECKET FAMILY FOUNDATION
C/O ALANE BECKET
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1342
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MALVERN, PA193550682
A Employer identification number

20-5259379
B Telephone number (see instructions)

(610) 644-7800
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$8,908,475J 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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 299,875 299,875  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 91,393
b Gross sales price for all assets on line 6a 8,680,687
7 Capital gain net income (from Part IV, line 2)... 91,393
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........ 391,268 391,268  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
79,224 79,224   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,908 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,030 4,030   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 90,162 83,254   0
25 Contributions, gifts, grants paid....... 430,000 430,000
26 Total expenses and disbursements. Add lines 24 and 25 520,162 83,254   430,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -128,894
b Net investment income (if negative, enter -0-) 308,014
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 91,369 44,037 44,037
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) 0 Click to see attachment
List of Attached Documents:
// Content
162,013 		162,013
b Investments—corporate stock (attach schedule)....... 8,054,689 Click to see attachment
List of Attached Documents:
// Content
6,251,852 		6,523,883
c Investments—corporate bonds (attach schedule)....... 550,435 Click to see attachment
List of Attached Documents:
// Content
2,104,516 		2,157,193
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).......... 60,000 Click to see attachment
List of Attached Documents:
// Content
60,000 		21,349
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) 8,756,493 8,622,418 8,908,475
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 8,756,493 8,622,418
29 Total net assets or fund balances (see instructions)..... 8,756,493 8,622,418
30 Total liabilities and net assets/fund balances (see instructions). 8,756,493 8,622,418
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
8,756,493
2
Enter amount from Part I, line 27a .....................
2
-128,894
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
8,627,599
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
5,181
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,622,418
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 BLACKROCK MID CAP GROWTH P 2018-12-28 2023-02-07
b CALVERT EQUITY FUND P 2019-10-18 2023-09-19
c FS GLOBAL CREDIT OPPORTUNITIES P 2014-10-23 2023-09-20
d GOLDMAN SACHS P 2018-12-27 2023-02-07
e GOLDMAN SACHS P 2018-12-27 2023-09-19
INVESCO EXCH TRADED FD TR P 2020-11-04 2023-09-20
JPMORGAN EQUITY P 2021-07-14 2023-09-19
LORD ABBETT BOND DEBENTURE FUND CL F P 2019-03-29 2023-09-19
LORD ABETT SHORT DURATION P 2019-10-17 2023-09-19
MFS GROWTH FUND CLASS I P 2018-05-14 2023-02-07
MFS GROWTH FUND CLASS I P 2018-05-14 2023-09-19
PERFORMANCE TRUST STRATEGIC BOND FD P 2020-07-22 2023-09-19
PIMCO INCOME INSTITUTIONAL FUND P 2021-02-11 2023-09-19
SCHWAB GOVERNMENT MONEY P 2023-02-08 2023-09-19
SCHWAB GOVERNMENT MONEY P 2023-02-08 2023-12-08
SCHWAB GOVERNMENT MONEY P 2023-02-08 2023-12-11
SCHWAB GOVERNMENT MONEY P 2023-02-08 2023-12-22
SCHWAB GOVERNMENT MONEY P 2023-02-08 2023-12-27
STERLING CAPITAL EQUITY P 2020-10-13 2023-09-19
VANGUARD EQUITY P 2018-05-21 2023-09-19
WASATCH SMALL CAP GROWTH P 2018-12-26 2023-02-07
NET LEASE OFFICE PPTYS P 2023-11-02 2023-11-29
PEPSICO INC P 2023-10-03 2023-10-24
PIONEER NATURAL RES P 2023-10-03 2023-10-24
QUANTA SERVICES INC P 2023-10-03 2023-10-24
RTX CORP P 2023-10-04 2023-11-29
VAIL RESORTS P 2023-10-04 2023-11-01
VEEVA SYSTEMS INC P 2023-10-03 2023-11-13
WALMART INC P 2023-10-04 2023-12-29
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 629,480   461,004 168,476
b 894,955   757,191 137,764
c 32,444   60,000 -27,556
d 500,000   441,013 58,987
e 135,000   109,969 25,031
624,770   826,159 -201,389
820,000   906,702 -86,702
469,396   562,151 -92,755
508,230   541,970 -33,740
300,000   264,293 35,707
788,285   613,576 174,709
470,046   561,717 -91,671
60,000   69,441 -9,441
609,597   609,597 0
216,224   216,224 0
7,500   7,500 0
29,991   29,991 0
10,000   10,000 0
365,833   307,564 58,269
467,644   424,691 42,953
645,187   738,119 -92,932
111     111
14,511   15,229 -718
6,302   5,741 561
13,258   14,971 -1,713
7,144   6,391 753
5,675   5,593 82
10,888   13,253 -2,365
9,119   9,244 -125
29,097     29,097
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       168,476
b       137,764
c       -27,556
d       58,987
e       25,031
      -201,389
      -86,702
      -92,755
      -33,740
      35,707
      174,709
      -91,671
      -9,441
      0
      0
      0
      0
      0
      58,269
      42,953
      -92,932
      111
      -718
      561
      -1,713
      753
      82
      -2,365
      -125
      29,097
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 91,393
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 4,281
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 4,281
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 4,281
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 5,600
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 5,600
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 1,319
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,319 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 arrowPA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow"N/A"
14
The books are in care ofright arrowEISNER ADVISORY GROUP LLC Telephone no.right arrow (215) 881-8800

Located atright arrow130 NORTH 18TH ST STE 3000PHILADELPHIAPA ZIP+4right arrow191032757
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
 
 
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
ALANE BECKET PRESIDENT & TREASURER
0.75 		0 0 0
771 HILLVIEW ROAD
MALVERN,PA19355
ANN BARRIE FILA SECRETARY
0.75 		0 0 0
1210 HAMILTON DRIVE
WEST CHESTER,PA19380
GEORGI BECKET DIRECTOR
0.50 		0 0 0
62 MAIN STREET
WAYNE,PA19087
SCOTT BECKET DIRECTOR
0.50 		0 0 0
8405 CANYON ROAD NE
ALBUQUERQUE,NM87111
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
6,846,379
b
Average of monthly cash balances.......................
1b
146,471
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,992,850
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
6,992,850
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
104,893
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,887,957
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
344,398
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
344,398
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
4,281
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,281
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
340,117
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
340,117
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
340,117
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
430,000
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
430,000
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 7 340,117
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 409,811
b Total for prior years:2021, 2022, 20 6,090
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 430,000
a Applied to 2022, but not more than line 2a 409,811
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..... 20,189
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		6,090
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...... 		6,090
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 .......... 		319,928
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
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:
ALANE ANN BECKET
PO BOX 1342
MALVERN,PA193550682
(610) 644-7800
bThe form in which applications should be submitted and information and materials they should include:
APPLICANT'S OWN LETTER DESCRIBING CHARITABLE OR EXEMPT PURPOSE.
cAny submission deadlines:
NONE.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE, PROVIDED THAT THE ORGANIZATION QUALIFIES UNDER IRC SECTION 501(C)3.
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

ABBYFEST

PO BOX 190
BERWYN,PA19312 		NONE PC UNRESTRICTED 10,000

ABI ANTHONY SCHNELLING ENDOWMENT FUND

PO BOX 7403
MERRIFIELD,VA22116 		NONE PC UNRESTRICTED 2,500

ACADIA CENTER

PO BOX 583
ROCKPORT,ME04856 		NONE PC UNRESTRICTED 3,000

ALZHEIMER'S ASSOCIATION

225 N MICHIGAN AVE FLOOR 17
CHICAGO,IL60601 		NONE PC UNRESTRICTED 15,000

AMERICAN FRIENDS OF MAGEN DAVID ADOM

PO BOX 96402
WASHINGTON,DC20090 		NONE PC UNRESTRICTED 15,000

AMERICARES

88 HAMILTON AVE
STAMFORD,CT06902 		NONE PC UNRESTRICTED 10,000

ANDREW HICKS FOUNDATION

PO BOX 177
DOWNINGTOWN,PA19335 		NONE PC UNRESTRICTED 5,000

BACK ON MY FEET

LAND TITLE BLDG 100 S BROAD ST STE
1400
PHILADELPHIA,PA19110 		NONE PC UNRESTRICTED 5,000

BAKER INDUSTRIES

184 PENNSYLVANIA AVE
MALVERN,PA19355 		NONE PC UNRESTRICTED 10,000

BENCHMARK SCHOOL

2107 N PROVIDENCE ROAD
MEDIA,PA19063 		NONE PC UNRESTRICTED 7,500

BETHESDA PROJECT

1630 SOUTH STREET
PHILADELPHIA,PA19146 		NONE PC UNRESTRICTED 4,000

BOOKS FOR AFRICA

370 SELBY AVENUE SUITE 305
ST PAUL,MN55102 		NONE PC UNRESTRICTED 2,000

CAMILLA HALLSISTERS OF IHM

230 IHM DRIVE
MALVERN,PA19355 		NONE PC UNRESTRICTED 1,500

CARING FOR FRIENDS

12271 TOWNSEND ROAD
PHILADELPHIA,PA19154 		NONE PC UNRESTRICTED 2,000

CATHOLIC SOCIAL SERVICES

ARCHDIOCESE OF PHILA 222 N 17TH ST
3RD FL
PHILADELPHIA,PA19103 		NONE PC UNRESTRICTED 1,000

CENTER FOR DISASTER PHILANTHROPY

ONE THOMAS CIRCLE NW SUITE 700
WASHINGTON,DC20005 		NONE PC UNRESTRICTED 10,000

CHARITY NAVIGATOR

PO BOX 4009
HARLAN,IA51593 		NONE PC UNRESTRICTED 1,000

CHESTER COUNTY FOOD BANK

650 PENNSYLVANIA DRIVE
EXTON,PA19341 		NONE PC UNRESTRICTED 5,000

CLEAN OCEAN ACTION

49 AVENEL BLVD
LONG BRANCH,NJ07740 		NONE PC UNRESTRICTED 7,500

CLIMATE CENTRAL

ONE PALMER SQUARE SUITE 402
PRINCETON,NJ08542 		NONE PC UNRESTRICTED 5,000

COMMUNITY VOLUNTEERS IN MEDICINE

300 LAWRENCE DRIVE
WEST CHESTER,PA19380 		NONE PC UNRESTRICTED 5,000

CONESTOGA YOUTH WRESTLING ASSN

305 FOREST HILLS CIRCLE
DEVON,PA19333 		NONE PC UNRESTRICTED 1,500

CONNECT THRU CANCER

381 JENISSA DRIVE
WEST CHESTER,PA19382 		NONE PC UNRESTRICTED 2,000

COVENANT HOUSE

TIME SQUARE STATION PO BOX 731
NEW YORK,NY10108 		NONE PC UNRESTRICTED 20,000

CRADLES TO CRAYONS

PO BOX 411134
BOSTON,MA02241 		NONE PC UNRESTRICTED 2,000

CREDIT ABUSE RESISTANCE EDUCATION

66 CANAL CENTER PLAZA SUITE 600
ALEXANDRIA,VA22314 		NONE PC UNRESTRICTED 1,000

DOCTORS WITHOUT BORDERS USA

PO BOX 5030
HAGERSTOWN,MD21741 		NONE PC UNRESTRICTED 4,000

EQUAL JUSTICE INITIATIVE

122 COMMERCE ST
MONTGOMERY,AL36104 		NONE PC UNRESTRICTED 5,000

FAMILY SERVICE OF CHESTER COUNTY

301 N MATLACK STREET
WEST CHESTER,PA19380 		NONE PC UNRESTRICTED 2,500

FIGHTING BACK SCHOLARSHIP PROGRAM

PO BOX 141 400 EAST KING STREET
MALVERN,PA19355 		NONE PC UNRESTRICTED 2,000

FOR THE GOOD

1028 PALMER AVENUE
GLENWOOD SPRINGS,CO81601 		NONE PC UNRESTRICTED 2,500

FRIARS CLUB WRESTLING

MALVERN PREP 418 S WARREN AVENUE
MALVERN,PA19355 		NONE PC UNRESTRICTED 1,500

GENTLE GIANTS DRAFT HORSE RESCUE

17250 OLD FREDERICK ROAD
MOUNT AIRU,MD21771 		NONE PC UNRESTRICTED 6,000

GREENER PARTNERS

PO BOX 221 FAIRVIEW VILLAGE
NORRISTOWN,PA19409 		NONE PC UNRESTRICTED 2,000

HABITAT FOR HUMANITY OF CHESTER COUNTY

PO BOX 1452
COATESVILLE,PA19320 		NONE PC UNRESTRICTED 2,500

HOFFMAN HOUSE FOR YOUTH

815 ORPHANAGE ROAD
LITTLETOWN,PA17340 		NONE PC UNRESTRICTED 5,000

HOLY FAMILY HOME

5300 CHESTER AVENUE
PHILADELPHIA,PA19143 		NONE PC UNRESTRICTED 1,000

HOLY TRINITY PARISH

11 N KENYON AVENUE
MARGATE,NJ08402 		NONE PC UNRESTRICTED 2,500

HUMANE SOCIETY OF LOUISIANA

PO BOX 740321
NEW ORLEANS,LA70174 		NONE PC UNRESTRICTED 10,000

LARGE ANIMAL PROTECTION SOCIETY

PO BOX 243
WEST GROVE,PA19390 		NONE PC UNRESTRICTED 2,500

LEGACY OF LIFE

25 SOUTH MAIN STREET 217
YARDLEY,PA19067 		NONE PC UNRESTRICTED 2,000

MAIN LINE ANIMAL RESCUE

PO BOX 89
CHESTER SPRINGS,PA19425 		NONE PC UNRESTRICTED 4,500

MALVERN PREPATORY SCHOOL

418 S WARREN AVE
MALVERN,PA19355 		NONE PC UNRESTRICTED 7,500

NAMI (NATIONAL ALLIANCE ON MENTAL ILLNESS)

PO BOX 49104
BALTIMORE,MD21297 		NONE PC UNRESTRICTED 4,500

NEW MEXICO INTERNATIONAL SCHOOL

7215 MONTGOMERY BLVD
ALBUQUERQUE,NM87109 		NONE PC UNRESTRICTED 15,000

NORTH LIGHT COMMUNITY CENTER

175 GREEN LANE
PHILADELPHIA,PA19127 		NONE PC UNRESTRICTED 2,000

NORTH SHORE ANIMAL LEAGUE

25 DAVIS AVENUE
PORT WASHINGTON,NY11050 		NONE PC UNRESTRICTED 10,000

OCEAN CONSERVANCY

1300 19TH STREET NW 8TH FLOOR
WASHINGTON,DC20036 		NONE PC UNRESTRICTED 20,000

PENN STATE DANCE MARATHON

THON 2272 HUB
UNIVERSITY PARK,PA16802 		NONE PC UNRESTRICTED 10,000

PETER'S PLACE

336 KING OF PRUSSIA ROAD
RADNOR,PA19087 		NONE PC UNRESTRICTED 2,000

PHILABUNDANCE

3616 SOUTH GALLOWAY STREET
PHILADELPHIA,PA19148 		NONE PC UNRESTRICTED 5,000

POSITIVITY AND PEACE

527 FERNON STREET
PHILADELPHIA,PA19148 		NONE PC UNRESTRICTED 2,000

PROJECT HOME

1515 FAIRMOUNT AVE
PHILADELPHIA,PA19130 		NONE PC UNRESTRICTED 5,000

QUEST THERAPEUTIC SERVICES

461 CANN ROAD
WEST CHESTER,PA19380 		NONE PC UNRESTRICTED 2,500

RC ACTIVITIES INC

PO BOX 22
NEWTOWN SQUARE,PA19073 		NONE PC UNRESTRICTED 2,500

REMEMBER NHU

PO BOX 27000
AKRON,OH44319 		NONE PC UNRESTRICTED 5,000

SACRED HEART UNIVERSITY

5151 PARK AVE
FAIRFIELD,CT06825 		NONE PC UNRESTRICTED 2,500

SAVE THE CHILDREN

501 KINGS HIGHWAY EAST SUITE 400
FAIRFIELD,CT06825 		NONE PC UNRESTRICTED 4,000

ST CHARLES BORROMEO SEMINARY

CL 5315 PO BOX 95000-5315
PHILADELPHIA,PA19195 		NONE PC UNRESTRICTED 2,500

ST NORBERT PARISH

50 LEOPARD ROAD
PAOLI,PA19301 		NONE PC UNRESTRICTED 3,000

ST NORBERT SCHOOL

6 GREENLAWN ROAD
PAOLI,PA19301 		NONE PC UNRESTRICTED 1,500

T&E CARE

PO BOX 2111
SOUTHEASTERN,PA19399 		NONE PC UNRESTRICTED 1,000

TALK SCHOOL

6 CAMPUS BLVD
NEWTOWN SQUARE,PA19073 		NONE PC UNRESTRICTED 2,000

TEMPLE UNIVERSITY

CONWELL HALL 7TH FLOOR 1801 BROAD
ST
PHILADELPHIA,PA19425 		NONE PC UNRESTRICTED 3,000

THE BARN AT SPRINGBROOK FARM

360 LOCUST ROAD
WEST CHESTER,PA19832 		NONE PC UNRESTRICTED 2,500

THE FREEDOM IN MUSIC PROJECT

3639 BUCKSKIN LOOP NE
RIO RANCHO,NM87144 		NONE PC UNRESTRICTED 15,000

THE SHANAHAN FUND

2200 WOODBINE ROAD
DOWNINGTOWN,PA19335 		NONE PC UNRESTRICTED 10,000

TRAVIS MANION FOUNDATION

PO BOX 1485
DOYLESTOWN,PA18901 		NONE PC UNRESTRICTED 5,000

VIOLENCE POLICY CENTER

1025 CONNECTICUT AVE NW SUITE 1210
WASHINGTON,DC20036 		NONE PC UNRESTRICTED 10,000

WEST CHESTER AREA SENIOR CENTER

530 EAST UNION STREEET
WEST CHESTER,PA19382 		NONE PC UNRESTRICTED 1,000

WEST CHESTER FOOD CUPBOARD

431 S BOLMAR STREET
WEST CHESTER,PA19382 		NONE PC UNRESTRICTED 1,500

WORLD CENTRAL KITCHEN INC

200 MASSACHUSETTS AVE NW 7TH FL
WASHINGTON,DC20001 		NONE PC UNRESTRICTED 7,500

BE A PART OF THE CONVERSATION

16 E LANCASTER AVE SUITE 101
ARDMORE,PA19003 		NONE PC UNRESTRICTED 1,000

BSHS SOARING TO NEW HEIGHTS

2200 WOODBINE ROAD
DOWNINGTOWN,PA19335 		NONE PC UNRESTRICTED 10,000

FOUNDATION TO COMBAT ANTISEMITISM

75 WASHINGTON STREET
FOXBOROUGH,MA02035 		NONE PC UNRESTRICTED 6,000

GATEWAY HORSEWORKS

2045 UNION HILL ROAD
MALVERN,PA19355 		NONE PC UNRESTRICTED 1,000

HAWAII COMMUNITY FOUNDATION MAUI STRONG

827 FORT STREET MALL
HONOLULU,HI96813 		NONE PC UNRESTRICTED 10,000

K9S FOR WARRIORS

114 CAMP K9 ROAD
PONTE VEDRA,FL32081 		NONE PC UNRESTRICTED 3,500

MAZON A JEWISH RESPONSE TO HUNGER

PO BOX 6095
ALBERT LEA,MN56007 		NONE PC UNRESTRICTED 10,000

SIMON WIESENTHAL CENTER

1399 SOUTH ROXBURY DRIVE
LOS ANGELES,CA90035 		NONE PC UNRESTRICTED 4,500

CENTER FOR REPRODUCTIVE RIGHTS

199 WATER STREET 22ND FL
NEW YORK,NY10038 		NONE PC UNRESTRICTED 10,000
Total .................................right arrow 3a 430,000
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 ....     14 299,875  
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 91,393  
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) .. 0 391,268 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
391,268
(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 InvestmentsCorpBondsSchedule
Name:
THE BECKET FAMILY FOUNDATION
 
C/O ALANE BECKET
EIN:
20-5259379
Name of Bond End of Year Book Value End of Year Fair Market Value
250,000 SHS WELLS FARGO MTG BACKED SEC 2006-6 5.75% 5/25/36 1,446 0
250,000 SHS CITIZENS BANK BACKED SEC 2/15/24 4.7% 250,000 249,750
250,000 SHS CUSTOMERS BANK SEC 2/15/24 4.75% 250,000 249,761
250,000 SHS TRUIST BANK SEC 2/12/24 4.7% 250,000 249,766
250,000 SHS WELLS FARGO BANK SEC 2/15/24 4.75% 250,000 249,766
40,000 SHS APPLE INC 11/13/27 3% 36,727 38,375
1,700 SHS BANK AMERICA 4.375% 28,684 33,048
40,000 SHS BANK OF AMERICA 3/3/26 4.45% 38,609 39,499
1355 SHS BRIGHTHOUSE FIN 9/18/58 4.95% 30,837 29,471
40,000 SHS CITIGROUP 3/9/26 4.6% 38,418 39,499
40,000 SHS CVS HEALTH CORP 3/25/28 4.3% 37,572 39,330
80,000 SHS FEDERAL NTNL MO 4/24/26 2.125% 74,667 76,343
10,000 SHS FEDERAL NTNL MO 9/6/24 2.625% 97,502 98,420
40,000 SHS FEDERAL NTNL MO 2/25/24 2.5% 39,739 39,889
40,000 SHS GENERAL MILLS 4/17/28 4.2% 37,794 39,457
40,000 SHS GOLDMAN SACHS INT 3/15/30 3.8% 34,971 37,654
1,255 SHS JPMORGAN CHASE 6% PFD 30,672 31,764
40,000 SHS LOWE'S COMPANIES 4/5/29 3.65% 36,214 38,469
40,000 SHS MCDONALDS CORP 1/30/26 3.7% 38,528 39,341
1,355 SHS METLIFE 5.625% PFD 30,298 32,913
40,000 SHS MICROSOFT CORP 2/6/27 3.3% 37,896 38,964
20,000 SHS MORGAN STANLEY 9/8/26 4.35% 19,044 19,632
40000 SHS ORACLE CORP 7/8/34 4.3% 33,560 37,338
1,340 SHS PRUDENTIAL FIN 8/15//58 5.625% 30,753 33,446
1,630 SHS PUBLIC STORAGE 0.04625 30,712 34,866
40,000 SHS QUALCOMM INC 5/20/25 3.45% 38,732 39,325
40,000 SHS RTX CORP 11/16/28 4.125% 37,352 39,058
40,000 SHS TARGET CORP 4/15/29 3.375% 36,475 38,496
1,315 SHS THE CHARLES S 5.95% 29,925 33,007
40,000 SHS THE COCA-COLA CO 3/25/30 3.45% 36,301 38,308
1,565 SHS THE SOUTHERN CO 1/30/80 4.95% 30,748 35,181
40,000 SHS THE WALT DISNEY COMPANY 3/22/30 3.8% 35,901 38,847
40,000 SHS UNION PACIFIC 9/10/28 3.95% 37,726 39,724
40,000 SHS VALERO ENERGY 4/1/29 4% 36,713 38,486

TY 2023 InvestmentsCorpStockSchedule
Name:
THE BECKET FAMILY FOUNDATION
 
C/O ALANE BECKET
EIN:
20-5259379
Name of Stock End of Year Book Value End of Year Fair Market Value
19675.764 SHS GOLDMAN SACHS GQG PARTNERS 297,536 389,777
19512.59 SHS JPMORGAN EQUITY PREM INCOME CL I 303,387 275,635
43892.695 SHS PIMCO INCOME FUND INSTITUTIONAL FUND 523,593 466,138
10156.015 SHS APOLLO DIVERSIFIED 268,532 265,783
26301.72 SHS BLACKROCK HIGH YIELD 178,600 185,164
54223.528 SHS CARLYLE TACTICAL PRIVATE 458,240 459,816
5218.216 SHS CLEARBRIDGE SELECT I 220,000 241,082
9410.933 SHS DODGE & COX INTERNATIONAL 455,356 462,641
10102.309 SHS GLENMEDE SMALL CAP EQUITY 334,399 341,660
23507.709 SHS HEARTLAND MID CAP VALUE 316,877 325,582
1482 SHS ISHARES CORE S&P 663,128 707,848
15146.476 SHS JPMORGAN HEDGED 422,415 427,585
38935.164 SHS PGIM TOTAL RETURN 451,249 469,169
74.000 SHS 3M CO 8,053 8,089
66.000 SHS ABBOTT LABORATORIES 6,261 7,265
99.000 SHS ABBVIE INC 14,564 15,342
50.000 SHS ACCENTURE 15,366 17,546
35.000 SHS ADOBE INC 17,829 20,881
135.000 SHS ALPHABET INC 17,662 18,858
165.000 SHS ALTRIA GROUP 6,850 6,656
125.000 SHS AMAZON.COM 15,906 18,993
140.000 SHS APPLE INC 23,963 26,954
60.000 SHS APPLIED MATERIALS 8,397 9,724
90.000 SHS ARISTA NETWORKS INC 16,545 21,196
154.000 SHS ARTHUR J GALLAGHER 34,763 34,632
527.000 SHS AT&T 7,797 8,843
269.000 SHS BANK OF AMERICA CORP 7,221 9,057
163.000 SHS BANK OF NY MELLON 6,840 8,484
23.000 SHS BLACKROCK INC 14,746 18,671
255.000 SHS BOSTON SCIENTIFIC 13,501 14,743
14.000 SHS BROADCOM INC 11,596 15,628
71.000 SHS CATERPILLAR INC 19,290 20,993
202.000 SHS CHEVRON CORP 33,616 30,130
365.000 SHS CISCO SYSTEMS INC 19,706 18,440
96.000 SHS CITIGROUP INC 3,880 4,939
110.000 SHS CITIZENS FINL GROUP INC 2,848 3,645
55.000 SHS CME GROUP 10,990 11,583
245.000 SHS COMCAST CORP 10,828 10,743
173.000 SHS CONOCOPHILLIPS 20,212 20,080
35.000 SHS COSTCO 19,726 23,103
54.000 SHS CROWN CASTLE INC 4,914 6,220
329.000 SHS CSX CORP 9,937 11,406
30.000 SHS DANAHER CORP 6,310 6,940
115.000 SHS DARDEN RESTAURANTS 16,478 18,895
190.000 SHS DEXCOM INC 16,452 23,577
215.000 SHS DOW INC 10,966 11,791
78.000 SHS EASTMAN CHEMICAL 5,866 7,006
95.000 SHS EATON GROUP 20,273 22,878
72.000 SHS EMERSON ELECTRICAL 6,867 7,008
122.000 SHS EVERGY INC 5,847 6,368
238.000 SHS EXXON MOBIL CORP 27,405 23,795
108.000 SHS FIDELITY NATL FINL 4,279 5,510
296.000 SHS FIFTH THIRD BANCORP 7,280 10,209
794.000 SHS FORD MOTOR CO 9,794 9,679
410.000 SHS FREEPORT MCMORMAN 15,258 17,454
90.000 SHS GAMING & LEISURE 4,049 4,442
42.000 SHS GENERAL DYMANICS 9,339 10,906
118.000 SHS GILEAD SCIENCES 8,655 9,559
234.000 SHS HEALTHPEAK PPTYS 4,183 4,633
112.000 SHS HOME DEPOT 33,647 38,814
392.000 SHS HUNTINGTON BANCSHS 3,961 4,986
54.000 SHS IBM CORP 7,593 8,832
35.000 SHS INTUIT INC 17,856 21,876
50.000 SHS INTUITIVE SURGICAL 14,641 16,868
126.000 SHS JOHNSON & JOHNSON 19,351 19,749
121.000 SHS JOHNSON CONTROLS INTER 6,320 6,974
176.000 SHS JPMORGAN CHASE 25,195 29,938
547.000 SHS KINDER MORGAN INC 8,842 9,649
83.000 SHS LAMAR ADVERTISING 6,770 8,821
35.000 SHS LILLY ELI 18,811 20,402
21.000 SHS LOCKHEED MARTIN CORP 8,553 9,518
30.000 SHS MARTIN MARIETTA MATERIAL 12,286 14,967
47.000 SHS MCDONALDS CORP 12,156 13,936
108.000 SHS MEDTRONIC PLC 8,352 8,897
156.000 SHS MERCK & CO INC 15,835 17,007
50.000 SHS META PLATFORMS 15,565 17,698
241.000 SHS METLIFE INC 14,788 15,937
141.000 SHS MICROSOFT CORP 44,775 53,022
82.000 SHS MONDELEZ INTL 5,604 5,939
40.000 SHS MOODYS CORP 12,654 15,622
30.000 SHS NORTHROP GRUMMAN CO 13,243 14,044
55.000 SHS NVIDIA CORP 23,943 27,237
85.000 SHS NXP SEMICONDUCTORS 17,008 19,523
15.000 SHS O REILLY AUTOMOTIVE 13,657 14,251
35.000 SHS OLD DOMINION 14,374 14,186
59.000 SHS ORACLE CORP 6,865 6,220
18.000 SHS PARKER HANNIFIN 6,946 8,293
72.000 SHS PEPSICO INC 12,079 12,228
409.000 SHS PFIZER INC 13,704 11,775
154.000 SHS PHILIP MORRIS INTL 14,110 14,488
65.000 SHS PIONEER NATURAL RES 14,927 14,617
50.000 SHS PNC FINL SERV 6,018 7,743
258.000 SHS PROCTER & GAMBLE 37,305 37,807
98.000 SHS PROLOGIS INC 10,714 13,063
157.000 SHS PRUDENTIAL FIN 14,563 16,282
131.000 SHS PUB SVC ENTERPRISE GP 7,137 8,011
92.000 SHS QUALCOMM INC 10,172 13,306
30.000 SHS ROPER TECHNOLOGIES 14,541 16,355
30.000 SHS SERVICENOW 16,768 21,195
55.000 SHS SHERWIN WILLIAMS 14,000 17,155
195.000 SHS SOUTHERN CO 12,108 13,673
40.000 SHS SYNOPSYS INC 18,426 20,596
70.000 SHS TESLA INC 17,474 17,394
213.000 SHS THE COCA-COLA CO 11,757 12,552
145.000 SHS THE TRADE DESK INC 11,307 10,434
145.000 SHS TJX COMPANIES 13,222 13,602
265.000 SHS U.S. BANCORP 8,516 11,469
36.000 SHS UNITED PARCELS 5,546 5,660
35.000 SHS UNITEDHEALTH GRP INC 17,660 18,426
384.000 SHS VERIZON COMMUNICATN 12,244 14,477
75.000 SHS VISA INC 17,247 19,526
107.000 SHS W.P. CAREY INC. 5,677 6,935
81.000 SHS WALMART INC 12,910 12,770
90.000 SHS ZOETIS INC 15,709 17,764

TY 2023 InvestmentsGovtObligationsSch
Name:
THE BECKET FAMILY FOUNDATION
 
C/O ALANE BECKET
EIN:
20-5259379
US Government Securities - End of Year Book Value:

162,013
US Government Securities - End of Year Fair Market Value:

162,013
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 InvestmentsOtherSchedule2
Name:
THE BECKET FAMILY FOUNDATION
 
C/O ALANE BECKET
EIN:
20-5259379
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
5865.1030 SHS FS ENERGY & POWER ADVISORY AT COST 60,000 21,349

TY 2023 OtherDecreasesSchedule
Name:
THE BECKET FAMILY FOUNDATION
 
C/O ALANE BECKET
EIN:
20-5259379
Description Amount
PRIOR PERIOD ADJUSTMENTS 5,181


TY 2023 OtherExpensesSchedule
Name:
THE BECKET FAMILY FOUNDATION
 
C/O ALANE BECKET
EIN:
20-5259379
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 4,030 4,030   0


TY 2023 OtherProfessionalFeesSchedule
Name:
THE BECKET FAMILY FOUNDATION
 
C/O ALANE BECKET
EIN:
20-5259379
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 79,224 79,224   0


TY 2023 TaxesSchedule
Name:
THE BECKET FAMILY FOUNDATION
 
C/O ALANE BECKET
EIN:
20-5259379
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAXES 6,908 0   0