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
TUCKER HEART SOUL MIND AND STRENGTH
 
Number and street (or P.O. box number if mail is not delivered to street address)C/O BBH CO 140 BROADWAY PB-TAX S
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10005
A Employer identification number

85-2784027
B Telephone number (see instructions)

(212) 493-8000
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$4,659,204J 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) 1,692,529
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 115,648 115,648  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,219,664
b Gross sales price for all assets on line 6a 2,746,248
7 Capital gain net income (from Part IV, line 2)... 1,219,664
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
-1,818    
12 Total. Add lines 1 through 11........ 3,026,023 1,335,312  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,000 0 0 6,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
12,118 12,118   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
37,116 3,830   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
9,806 9,806    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 65,040 25,754 0 6,000
25 Contributions, gifts, grants paid....... 1,616,123 1,612,623
26 Total expenses and disbursements. Add lines 24 and 25 1,681,163 25,754 0 1,618,623
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,344,860
b Net investment income (if negative, enter -0-) 1,309,558
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............. 291,306 199,008 199,008
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,177,707 Click to see attachment
List of Attached Documents:
// Content
1,056,934 		1,851,493
c Investments—corporate bonds (attach schedule).......      
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).......... 2,274,496 Click to see attachment
List of Attached Documents:
// Content
2,481,476 		2,608,703
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) 3,743,509 3,737,418 4,659,204
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,743,509 3,737,418
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,743,509 3,737,418
30 Total liabilities and net assets/fund balances (see instructions). 3,743,509 3,737,418
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
3,743,509
2
Enter amount from Part I, line 27a .....................
2
1,344,860
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
5,300
4
Add lines 1, 2, and 3 ..........................
4
5,093,669
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,356,251
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,737,418
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 125. ALPHABET INC CL C   2022-03-23 2023-01-30
b 100. ALPHABET INC CL C     2023-01-30
c 60009.699 BBH LIMITED DURATION FUND CL I   2023-04-10 2023-06-26
d 39393.879 BBH LIMITED DURATION FUND CL I     2023-06-26
e 7341.27 BBH LIMITED DURATION FUND CL I   2023-04-10 2023-07-21
142. COPART INC COM STK     2023-03-30
20500. DESIGNER BRANDS INC CL A     2023-09-07
107. DOLLAR GENERAL CORP COM STK     2023-09-01
1. ARTHUR J GALLAGHER & CO   2022-03-23 2023-01-09
43. ARTHUR J GALLAGHER & CO     2023-01-09
279. GRACO INC COMMON STOCK     2023-10-10
9. KLA CORPORATION     2023-01-11
65. MASTERCARD INCORPORATED     2023-01-10
500. MASTERCARD INCORPORATED   2006-05-24 2023-04-04
1800. NIKE INC CL B   1999-06-30 2023-04-06
180. PROGRESSIVE CORP OHIO     2023-01-09
22. PROGRESSIVE CORP OHIO   2022-04-29 2023-03-30
600. SHOE CARNIVAL INC COM     2023-09-07
15000. SHOE CARNIVAL INC COM     2023-09-07
238. SIGNATURE BANK COM STK     2023-03-28
2000. TESLA INC COMMON STOCK     2023-04-05
1000. VISA INC- CL.A SHARES   2008-03-18 2023-04-04
(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 12,245   17,380 -5,135
b 9,796   14,746 -4,950
c 603,698   602,497 1,201
d 396,302   405,045 -8,743
e 74,000   73,706 294
10,452   8,909 1,543
254,190   83,504 170,686
13,867   24,056 -10,189
192   167 25
8,235   7,134 1,101
20,875   19,833 1,042
3,746   3,807 -61
24,028   22,846 1,182
182,838   1,950 180,888
212,938   11,700 201,238
23,796   20,098 3,698
3,142   2,388 754
13,165   7,978 5,187
329,121   80,321 248,800
41   40,949 -40,908
372,373   66,570 305,803
228,520   11,000 217,520
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       -5,135
b       -4,950
c       1,201
d       -8,743
e       294
      1,543
      170,686
      -10,189
      25
      1,101
      1,042
      -61
      1,182
      180,888
      201,238
      3,698
      754
      5,187
      248,800
      -40,908
      305,803
      217,520
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 1,219,664
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 18,203
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 18,203
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 18,203
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 24,547
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 24,547
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 6,344
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow6,344 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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
 
No
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 arrowNC
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowBROWN BROTHERS HARRIMAN & CO Telephone no.right arrow (212) 493-8000

Located atright arrow140 BROADWAY 7TH FLNEW YORKNY ZIP+4right arrow10005
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
CAROLYN C TUCKER PRESIDENT
1 		0    
2201 TRINITY CHURCH ROAD
CONCORD,NC28202
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
4,447,422
b
Average of monthly cash balances.......................
1b
187,537
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,634,959
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
4,634,959
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
69,524
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,565,435
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
228,272
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
228,272
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
18,203
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
18,203
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
210,069
4
Recoveries of amounts treated as qualifying distributions................
4
5,300
5
Add lines 3 and 4............................
5
215,369
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
215,369
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
1,618,623
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,618,623
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 7 215,369
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...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 980,500
e From 2022...... 1,151,771
f Total of lines 3a through e ........ 2,132,271
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,618,623
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 215,369
e Remaining amount distributed out of corpus 1,403,254
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 3,535,525
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		3,535,525
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 980,500
d Excess from 2022.... 1,151,771
e Excess from 2023.... 1,403,254
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

KANNAPOLIS BIBLE TEACHING ASSOCIATION

PO BOX 987
KANNAPOLIS,NC28082 		NONE PC GENERAL 36,318

CABARRUS VOCATIONAL OPPORTUNITIES

2728 OLD CONCORD ROAD
SALISBURY,NC28146 		NONE PC GENERAL 4,800

THE SALVATION ARMY

501 ARCHDALE DRIVE
CHARLOTTE,NC28217 		NONE PC GENERAL 34,730

HABITAT FOR HUMANITY CABARRUS COUNTY

8 CHURCH ST S
CONCORD,NC28025 		NONE PC GENERAL 1,500

NAZARETH CHILDRENS HOME

PO BOX 1438
ROCKWELL,NC28138 		NONE PC GENERAL 1,000

CABARRUS COUNTY EDUCATION FOUNDATION

PO BOX 388
CONCORD,NC28026 		NONE PC GENERAL 1,000

CABARRUS WOMEN'S CENTER

8220 UNIVERSITYPARK DR SUITE 115
CHARLOTTE,NC28262 		NONE PC GENERAL 70,000

CONCORD BIBLE TEACHING ASSOCIATIO

PO BOX 431
CONCORD,NC28026 		NONE PC GENERAL 4,000

COOPERATIVE CHRISTIAN MINISTRY

PO BOX 1717
CONCORD,NC280261717 		NONE PC GENERAL 1,250,000

CVAN WOMEN'S PROGRAM

PO BOX 1749
CONCORD,NC28026 		NONE PC GENERAL 108,975

SPECIAL OLYMPICS NORTH CAROLINA INC

2200 GATEWAY CENTRE BLVD 201
MORRISVILLE,NC27560 		NONE PC GENERAL OPERATING 1,000

ROWAN HELPING MINISTRIES

226 NORTH LONG STREET
SALISBURY,NC28144 		NONE PC GENERAL OPERATING 1,000

BEN MYNATT CHILDREN'S FOUNDATION

PO BOX 221
CONCORD,NC280260221 		NONE PC GENERAL OPERATING 5,000

COMMUNITY FREE CLINIC INC

528-A LAKE CONCORD RD
CONCORD,NC28025 		NONE PC GENERAL OPERATING 15,000

KANNAPOLIS EDUCATION FOUNDATION INC

100 DENVER ST
KANNAPOLIS,NC28083 		NONE PC GENERAL OPERATING 1,000

BOYS AND GIRLS CLUB OF CABARRUS CNTY

PO BOX 1405
CONCORD,NC28026 		NONE PC GENERAL OPERATING 7,500

MISTY MEADOWS MITEY RIDERS INC

455 PROVIDENCE RD S
WAXHAW,NC28173 		NONE PC GENERAL OPERATING 1,500

COLTRANE LIFE CENTER INC

321 CORBAN AVE SE
CONCORD,NC28025 		NONE PC GENERAL OPERATING 5,000

ICAN

40 ODELL SCHOOL RD STE 1
CONCORD,NC28027 		NONE PC GENERAL OPERATING 5,000

ROWAN-CABARRUS YMCA

PO BOX 1575
SALISBURY,NC28145 		NONE PC GENERAL OPERATING 5,000

ST JUDE CHILDRENS RESEARCH HOSPITAL

501 ST JUDE PL
MEMPHIS,TN38105 		NONE PC GENERAL OPERATING 25,000

CHURCH WORLD SERVICE

28606 PHILLIPS STREET PO BOX 968
ELKHART,IN46515 		NONE PC 2023 CABARRUS COUNTY CROP 1,000

LASZLO MISSION LEAGUE INC

PO BOX 24242
SHAWNEE MISSION,KS66283 		NONE PC GENERAL SUPPORT 2,000

FELLOWSHIP OF CHRISTIAN ATHLETES

8701 LEEDS RD
KANSAS CITY,MO641291626 		NONE PC GENERAL SUPPORT 1,800

JAARS INC

PO BOX 248
WAXHAW,NC281730248 		NONE PC GENERAL SUPPORT 10,000

CABARRUS MEALS ON WHEELS INC

342 PENNY LN
CONCORD,NC280251216 		NONE PC GENERAL SUPPORT 3,500

SOUTH ROWAN PUBLIC SCHOOLS BIBLE
TEACHING ASSN
PO BOX 384
LANDIS,NC28088 		NONE PC GENERAL SUPPORT 5,000

CENTRAL CABARRUS BIBLE TEACHING ASSN

PO BOX 63
HARRISBURG,NC28075 		NONE PC GENERAL SUPPORT 1,000

IN TOUCH MINISTRIES

PO BOX 7900
ATLANTA,GA303579979 		NONE PC GENERAL SUPPORT 1,000

CABARRUS HEALTHCARE FOUNDATION

920 CHURCH STREET
CONCORD,NC28025 		NONE PC GENERAL SUPPORT 5,000

CHRIST CARES 4 U MINISTRIES

PO BOX 44
ELLENBORO,NC28040 		NONE PC GENERAL SUPPORT 1,500
Total .................................right arrow 3a 1,616,123
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 115,648  
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 1,219,664  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aSELECT EQUITY SERI 		    18 -60  
bGQG PARTNERS EMERG     18 -1,882  
cTRINITY STREET INT     18 124  
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,333,494  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,333,494
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


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

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
TUCKER HEART SOUL MIND AND STRENGTH
 
Employer identification number

85-2784027
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
TUCKER HEART SOUL MIND AND STRENGTH
  		Employer identification number
85-2784027
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
ROBERT B TUCKER REV LIV TRUST
PO BOX 648
 
CONCORD, NC28026

$ 224,560


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
ROBERT B TUCKER REV LIV TRUST
PO BOX 648
 
CONCORD, NC28026

$ 405,020


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
ROBERT B TUCKER REV LIV TRUST
PO BOX 648
 
CONCORD, NC28026

$ 181,078


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
ROBERT B TUCKER REV LIV TRUST
PO BOX 648
 
CONCORD, NC28026

$ 220,788


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
ROBERT B TUCKER REV LIV TRUST
PO BOX 648
 
CONCORD, NY28026

$ 361,335


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
ROBERT B TUCKER REV LIV TRUST
PO BOX 648
 
CONCORD, NC28026

$ 222,989


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
TUCKER HEART SOUL MIND AND STRENGTH
  		Employer identification number
85-2784027
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
7
CVAN BATTERED WOMEN'S PROGRAM
 
PO BOX 1749
 
CONCORD, NC280261749

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
8
SCOTT SMITH
1019MIDDLE ST
 
SULLIVANS ISLAND, SC294828732

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
9
THE CAFARO FOUNDATION
 
5577 YOUNGSTOWN WARREN RD
 
NILES, OH44446

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
10
YADKIN TRANSPORTATION INC
 
PO BOX 426
 
OAKBORO, NC28129

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
11
UNITED LEGWEAR COMPANY LLC
 
48 WEST 38 ST 3RD FL
 
NEW YORK, NY10018

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
12
BIRKENSTOCK USA LP
 
100 WOOD HOLLOW DR STE 100
 
NOVATO, CA94945

$ 5,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
TUCKER HEART SOUL MIND AND STRENGTH
  		Employer identification number
85-2784027
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
13
WILLIAM CANNON
PO BOX 1210
 
CONCORD, NC280261210

$ 5,000


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
TUCKER HEART SOUL MIND AND STRENGTH
  		Employer identification number

85-2784027
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 1,000 SHARES VISA INC-CL A $ 224,560 2023-03-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 2,000 SHARES TESLA INC $ 405,020 2023-03-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
3
 500 SHARES MASTERCARD INCORPORATED $ 181,078 2023-03-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
4
 1,800 SHARES NIKE INC CL B $ 220,788 2023-04-04
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
5
 15,600 SHARES SHOE CARNIVAL INC $ 361,335 2023-09-01
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
6
 20,500 SHARES DESIGNER BRANDS INC CL A $ 222,989 2023-09-01
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
TUCKER HEART SOUL MIND AND STRENGTH
  		Employer identification number

85-2784027
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
TUCKER HEART SOUL MIND AND STRENGTH
EIN:
85-2784027
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 6,000     6,000

TY 2023 InvestmentsCorpStockSchedule
Name:
TUCKER HEART SOUL MIND AND STRENGTH
EIN:
85-2784027
Name of Stock End of Year Book Value End of Year Fair Market Value
AMAZON.COM INC 46,618 45,582
BOOKING HOLDINGS INC COM STK 28,906 49,661
DOLLAR GENERAL CORP COM STK    
NIKE INC CL B 18,090 302,150
COSTCO WHOLESALE CORP 25,414 31,684
DIAGEO PLC-SPONSORED ADR 21,676 15,731
NESTLE S A SPONS ADR 17,534 15,726
BERKSHIRE HATHAWAY INC CL B 28,516 33,169
ARTHUR J GALLAGHER & CO 19,170 27,435
PROGRESSIVE CORP OHIO 13,021 20,388
S&P GLOBAL INC COM STK 26,865 29,074
ABBOT LABORATORIES 27,388 24,546
THERMO FISHER SCIENTIFIC INC 33,062 30,255
ZOETIS INC COM STK 44,595 44,211
ALCON INC COM STK 49,933 54,528
COPART INC COM STK 9,785 16,268
GRACO INC COMMON STOCK    
AO SMITH CORP COM STK 24,779 29,431
WASTE MANAGEMENT INC 39,819 45,491
KLA CORPORATION 25,336 41,854
MASTERCARD INCORPORATED 16,934 38,386
CELANESE CORP COM STK 40,649 45,523
LINDE PLC COM STK 46,468 60,785
ALPHABET INC CL C 43,209 47,212
MCDONALD'S CORP 15,672 17,494
TRACTOR SUPPLY COMPANY COM STK 15,485 15,912
PROCTER & GAMBLE 15,911 15,533
SYSCO CORP 32,946 30,568
ENBRIDGE INC COM STK 28,539 26,835
AMERICAN TOWER REIT INC 18,788 19,429
BLACKROCK INC COM 21,451 25,166
SIGNATURE BANK COM STK    
JOHNSON & JOHNSON 23,544 21,003
ROCHE HLDG LTD SPONS ADR 17,806 16,159
UNITEDHEALTH GROUP INC 13,008 13,162
UNITED PARCEL SERVICE CL B 21,493 19,339
ADOBE INC 15,380 23,864
AMPHENOL CORP CL A 13,023 16,951
APPLE COMPUTER INC 18,684 385,060
MICROSOFT CORP 42,315 54,526
ORACLE CORP 25,335 33,527
TEXAS INSTRUMENTS INC 31,716 31,535
XCEL ENERGY INC 19,211 17,149
COTERRA ENERGY INC CL A 18,860 19,191

TY 2023 InvestmentsOtherSchedule2
Name:
TUCKER HEART SOUL MIND AND STRENGTH
EIN:
85-2784027
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BBH LIMITED DURATION FUND AT COST 480,466 491,812
BARES BBH WS AT COST 59,998 51,231
ALTAROCK BBH WS AT COST 89,886 110,837
BBH PARTNER FUND - INTERNATION AT COST 200,000 177,899
SELECT EQUITY BBH WS AT COST 175,420 188,334
BBH INCOME FUND-I AT COST 465,000 434,042
VALLEY FORGE LARGE CAP EQUITY AT COST 178,702 244,094
CLARKSTON CAPITAL PARTNERS SMA AT COST 215,228 216,284
PENDING - SELECT EQUITY BBH WS      
GQG PARTNERS EMERGING MARKETS AT COST 238,220 291,888
CALEDONIA SUB-TRUST - BBH WS AT COST 93,213 100,706
BBH SELECT SERIES - MID CAP FU AT COST 80,000 91,392
TRINITY STREET INTERNATIONAL P AT COST 205,343 210,184

TY 2023 OtherDecreasesSchedule
Name:
TUCKER HEART SOUL MIND AND STRENGTH
EIN:
85-2784027
Description Amount
ADJUST CONTRIBUTED ASSETS TO COST 1,352,747
ROUNDING 4
PAYMENT OF RECOVERED GRANT 3,500


TY 2023 OtherExpensesSchedule
Name:
TUCKER HEART SOUL MIND AND STRENGTH
EIN:
85-2784027
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER NON-ALLOCABLE EXPENSE - 13 13   0
OTHER EXPENSE (NON-DEDUCTIBLE 9,793 9,793   0


TY 2023 OtherIncomeSchedule2
Name:
TUCKER HEART SOUL MIND AND STRENGTH
EIN:
85-2784027
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
SELECT EQUITY SERIES -60 0  
GQG PARTNERS EMERGING MARKETS EQUITY SER -1,882 0  
TRINITY STREET INTERNATIONAL PARTNERS SE 124 0  


TY 2023 OtherIncreasesSchedule
Name:
TUCKER HEART SOUL MIND AND STRENGTH
EIN:
85-2784027
Description Amount
RECOVERY PRIOR YEAR DISTRIBUTION 5,300


TY 2023 OtherProfessionalFeesSchedule
Name:
TUCKER HEART SOUL MIND AND STRENGTH
EIN:
85-2784027
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 12,118 12,118    


TY 2023 TaxesSchedule
Name:
TUCKER HEART SOUL MIND AND STRENGTH
EIN:
85-2784027
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE 14,166 0   0
FEDERAL ESTIMATES - PRINCIPAL 19,120 0   0
FOREIGN TAXES ON QUALIFIED FOR 3,830 3,830   0