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
Dead Relatives Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

87-2284407
B Telephone number (see instructions)

(800) 839-1754
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$1,652,251
J 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) 1,632,073
2 Check right arrow.............
3 Interest on savings and temporary cash investments 123 123  
4 Dividends and interest from securities... 12,571 12,571  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 101
b Gross sales price for all assets on line 6a 4,262
7 Capital gain net income (from Part IV, line 2)... 1,320
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........ 1,644,868 14,014  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 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)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 145 145    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 2,011 86   1,925
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,156 231   1,925
25 Contributions, gifts, grants paid....... 40,000 40,000
26 Total expenses and disbursements. Add lines 24 and 25 42,156 231   41,925
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,602,712
b Net investment income (if negative, enter -0-) 13,783
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.........   152,522 152,522
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)   Click to see attachment
List of Attached Documents:
// Content
39,592
39,567
b Investments—corporate stock (attach schedule).......   Click to see attachment
List of Attached Documents:
// Content
1,254,556
1,346,444
c Investments—corporate bonds (attach schedule).......   Click to see attachment
List of Attached Documents:
// Content
110,542
113,718
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)..........      
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) 0 1,557,212 1,652,251
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 45,500 Click to see attachment
List of Attached Documents:
// Content
0
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 45,500 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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds -45,500 1,557,212
29 Total net assets or fund balances (see instructions)..... -45,500 1,557,212
30 Total liabilities and net assets/fund balances (see instructions). 0 1,557,212
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
-45,500
2
Enter amount from Part I, line 27a .....................
2
1,602,712
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,557,212
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,557,212
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 4,262   2,942 1,320
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       1,320
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 1,320
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) 1 192
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  
3 Add lines 1 and 2........................... 3 192
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 192
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a  
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 300
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 300
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 10 108
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow108 Refundedright arrow 11  
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
Yes
 
If "Yes," attach the statement required by General Instruction T.Click to see attachment
List of Attached Documents:
// Content
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 arrowDE
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow55 WALLS DRIVE FL 3FairfieldCT ZIP+4right arrow06824
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
Caroline Picard Dir, Pres, Sec, Treas
1.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
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
 
Total number of other employees paid over $50,000...................right arrow  
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
 
Total number of others receiving over $50,000 for professional services.............right arrow  
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
699,133
b
Average of monthly cash balances.......................
1b
78,770
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
777,903
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
777,903
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
11,669
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
766,234
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
38,312
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
38,312
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
192
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
192
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
38,120
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
38,120
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
38,120
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
41,925
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
41,925
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 38,120
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:2021, 2020, 2019  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022...... 45,500
f Total of lines 3a through e ........ 45,500
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 41,925
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions).....
 
c Treated as distributions out of corpus (Election
required—see instructions)........
 
d Applied to 2023 distributable amount..... 38,120
e Remaining amount distributed out of corpus 3,805
5 Excess distributions carryover applied to 2023.    
(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 49,305
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
 
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......
 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
 
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) .......
 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ...
 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
49,305
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022.... 45,500
e Excess from 2023.... 3,805
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.
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

HYDE PARK ART CENTER

5020 S CORNELL AVE
CHICAGO,IL60615
N/A PC Publication and Art Writing Program 40,000
Total .................................right arrow 3a 40,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
    14 123  
4 Dividends and interest from securities ....     14 12,571  
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 ............
    18 101  
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) ..   12,795  
13Total. Add line 12, columns (b), (d), and (e)..................
13
12,795
(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
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
Dead Relatives Foundation
 
Employer identification number
87-2284407
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
The Picard Family Foundation
1112 41st Ave E
 
Seattle, WA98112

$ 1,632,073


(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
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
CAPITAL ONE FINANCIAL CORP COF, 66 sh. $ 7,236 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
AMER INTERNATIONAL GROUP INC AIG, 58 sh. $ 3,325 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
MICROSOFT CORP MSFT, 51 sh. $ 17,248 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
BANK OF AMERICA CORP BAC, 213 sh. $ 6,216 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
WELLS FARGO & CO WFC, 181 sh. $ 7,818 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
COMCAST CORP CMCSA, 124 sh. $ 5,138 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
CITIGROUP INC C, 78 sh. $ 3,645 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
HCA INC HCA, 28 sh. $ 8,351 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
QUALCOMM INC QCOM, 46 sh. $ 5,431 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
BOEING CO BA, 83 sh. $ 17,520 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
ORACLE CORP ORCL, 265 sh. $ 30,796 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
WALT DISNEY HOLDINGS CO DIS, 116 sh. $ 10,419 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
CHARLES SCHWAB CORP SCHW, 105 sh. $ 5,992 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
GOLDMAN SACHS GROUP GS, 15 sh. $ 4,832 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
AMERICAN EXPRESS CO AXP, 24 sh. $ 4,207 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
CONOCOPHILLIPS COP, 64 sh. $ 6,660 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
MFA MTG INVTS INC MFA, 105 sh. $ 1,162 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
AMAZON COM AMZN, 203 sh. $ 26,496 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
DOLLAR TREE INC DLTR, 23 sh. $ 3,359 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
MOODYS CORP MCO, 14 sh. $ 4,832 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
EXPEDITORS INTL WASH INC EXPD, 47 sh. $ 5,692 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
EQUIFAX INC EFX, 25 sh. $ 5,719 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
FACTSET RESH SYST INC FDS, 12 sh. $ 4,702 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
NOVARTIS AG ADR NVS, 48 sh. $ 4,750 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
STARBUCKS CORP COM SBUX, 68 sh. $ 6,719 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
KROGER CO KR, 64 sh. $ 3,020 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
EOG RESOURCES INC EOG, 56 sh. $ 6,418 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
YUM BRANDS INC YUM, 33 sh. $ 4,502 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
LEAR CORP LEA, 24 sh. $ 3,468 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
ASML HOLDING NV NY REG SHS ASML, 9 sh. $ 6,467 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
PROLOGIS PLD, 39 sh. $ 4,837 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
REGENCY CENTERS CORP REG, 12 sh. $ 747 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
CANADIAN PACIFIC RAILWAY LTD CP, 55 sh. $ 4,447 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
MASCO CORP MAS, 110 sh. $ 6,203 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
BERKSHIRE HATHAWAY INC. CLASS B BRK-B, 16 sh. $ 5,445 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
TENET HEALTHCARE CORP THC, 38 sh. $ 3,078 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
BOSTON PPTYS INC BXP, 12 sh. $ 697 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
COUSINS PROPERTIES INC CUZ, 29 sh. $ 664 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
PUBLIC STORAGE INC PSA, 6 sh. $ 1,741 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
SIMON PPTY GROUP INC SPG, 13 sh. $ 1,525 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
AVALONBAY CMNTYS INC AVB, 12 sh. $ 2,281 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
NESTLE S.A NSRGY, 26 sh. $ 3,092 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
VISA INC V, 95 sh. $ 22,515 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
ESSEX PRTY TR INC ESS, 6 sh. $ 1,413 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
DEUTSCHE TELE AG ADS DTEGY, 283 sh. $ 6,127 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
TAIWAN SEMICONDUCTOR MFG CO LTD TSM, 49 sh. $ 4,999 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
SEI INVESTMENTS SEIC, 70 sh. $ 4,157 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
GENERAL MOTORS GM, 142 sh. $ 5,570 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
UDR INC UDR, 32 sh. $ 1,391 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
DIAGEO PLC ADS DEO, 29 sh. $ 5,009 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
DEERE CO DE, 5 sh. $ 2,032 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
PARKER HANNIFIN CP PH, 21 sh. $ 8,057 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
SUN COMMUNITIES INC SUI, 14 sh. $ 1,839 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
AMERICAN HOMES 4 RENT AMH, 39 sh. $ 1,393 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
HEALTHCARE REALTY TRUST HR, 46 sh. $ 880 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
INFOSYS TECH LTD SPD ADR INFY, 234 sh. $ 3,803 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
ITAU UNIBANCO HOLDING S.A ITUB, 554 sh. $ 3,288 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
SHISEIDO CO LTD SSDOY, 65 sh. $ 2,858 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
ALEXANDRIA REAL ESTATE EQUITIES INC ARE, 3 sh. $ 350 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
EASTGROUP PROPERTIES INC EGP, 8 sh. $ 1,410 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
REALTY INCOME CORP O, 13 sh. $ 784 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
VENTAS INC VTR, 48 sh. $ 2,324 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
SEALED AIR CORP SEE, 71 sh. $ 2,818 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
WATSCO INC WSO, 7 sh. $ 2,633 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
AMERICAN TOWER REIT INC AMT, 3 sh. $ 591 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
GLOBAL PAYMENTS INC GPN, 37 sh. $ 3,791 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
MERITAGE CORPORATION MTH, 13 sh. $ 1,808 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
CAMECO CORPORATION CCJ, 244 sh. $ 7,422 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
ADOBE SYSTEMS, INC ADBE, 13 sh. $ 6,299 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
ASTRAZENECA AZN, 90 sh. $ 6,037 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
COMSTOCK RES INC CRK, 41 sh. $ 472 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
FEDERAL SIGNAL CORP FSS, 45 sh. $ 2,860 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
MANULIFE FIN CORP MFC, 248 sh. $ 4,659 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
SALESFORCE.COM CRM, 89 sh. $ 18,900 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
THE CHEMOURS CO CC, 93 sh. $ 3,403 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
AUTODESK, INC ADSK, 48 sh. $ 9,708 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
NOVO NORDISK A S NVO, 36 sh. $ 5,751 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
SAP AKTIENGESELL ADS SAP, 46 sh. $ 6,163 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
SOUTHERN COPPER CORP SCCO, 70 sh. $ 4,982 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
DBS GROUP HLDGS SPON ADR DBSDY, 55 sh. $ 5,065 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
WAL-MART DE MEX V SP/ADR WMMVY, 80 sh. $ 3,224 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
CARLISLE COS INC CSL, 12 sh. $ 3,057 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
WOLVERINE WORLDWIDE WWW, 79 sh. $ 1,153 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
LANDSTAR SYSTEM LSTR, 19 sh. $ 3,618 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
PATTERSON-UTI ENERGY INC PTEN, 110 sh. $ 1,340 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
ROCHE HOLDING LTD ADR RHHBY, 108 sh. $ 4,150 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
STMICROELECTRONICS STM, 64 sh. $ 3,161 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
L'AIR LIQUIDE ADR OTC AIQUY, 142 sh. $ 4,936 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
ESSILOR INTL ADR ESLOY, 39 sh. $ 3,675 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
NVIDIA CORP NVDA, 77 sh. $ 32,826 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
GRAY TELEVISION INC CL B GTN, 74 sh. $ 580 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
RYMAN HOSPITALITY PROPERTIES RHP, 12 sh. $ 1,129 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
DIGITAL RLTY TR INC DLR, 7 sh. $ 806 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
PRUDENTIAL PLC SC PUK, 208 sh. $ 5,664 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
TANGER FACTORY OUTLET CENTERS INC SKT, 37 sh. $ 814 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
HDFC BANK LTD ADR HDB, 127 sh. $ 8,672 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
NIDEC CORPORATION ADR NJDCY, 229 sh. $ 3,089 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
TORAY INDUSTRIES INC TRYIY, 561 sh. $ 6,294 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
SELECTIVE INS GROUP INC SIGI, 27 sh. $ 2,572 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
NETFLIX INC NFLX, 48 sh. $ 21,374 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
INTUITIVE SURGICAL ISRG, 15 sh. $ 5,008 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
PERFORMANCE FOOD GROUP COMPANY PFGC, 54 sh. $ 3,263 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
THOR INDS INC THO, 113 sh. $ 11,640 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
INTERCONTINENTAL EXCHANGE, INC ICE, 70 sh. $ 7,853 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
KIRBY CORPORATION KEX, 39 sh. $ 2,961 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
VERTEX PHARMCTLS INC VRTX, 25 sh. $ 8,664 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
MONSTER BEVERAGE CORP MNST, 197 sh. $ 11,232 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
EQUINIX, INC EQIX, 6 sh. $ 4,729 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
ADVANCED ENERGY IND INC AEIS, 28 sh. $ 3,068 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
INSIGHT ENTERPRISES, INC NSIT, 49 sh. $ 7,089 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
PHYSICIANS REALTY TRUST DOC-OLD, 31 sh. $ 434 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
WNS (HOLDINGS) LIMIT WNS, 53 sh. $ 3,895 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
SOUTHWEST GAS CP SWX, 38 sh. $ 2,445 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
AVANTOR HOLDINGS INC AVTR, 114 sh. $ 2,310 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
MKS INSTRUMENTS, INC MKSI, 27 sh. $ 2,883 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
ELEMENT SOLUTIONS INC ESI, 301 sh. $ 5,699 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
RUSH ENTERPRISES, INC RUSHA, 31 sh. $ 1,868 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
ILLUMINA INC COM ILMN, 25 sh. $ 4,670 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
EXTRA SPACE STORAGE EXR, 9 sh. $ 1,339 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
MASTERCARD INC MA, 9 sh. $ 3,521 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
WARNER MUSIC GRP CRP WMG, 123 sh. $ 3,162 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
REGENERON PHARMACEUTICALS INC REGN, 9 sh. $ 6,443 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
FRANKLIN ELECTRIC CO., INC FELE, 39 sh. $ 3,969 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
TE CONNECTIVITY LTD TEL, 35 sh. $ 4,856 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
OLD NATIONAL BANCORP ONB, 61 sh. $ 852 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
ULTRA CLEAN HOLDINGS, INC UCTT, 55 sh. $ 2,063 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
ALAMO GP INC ALG, 19 sh. $ 3,467 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
BLACKROCK INC BLK, 8 sh. $ 5,546 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
AIRBUS GROUP EADSY, 217 sh. $ 7,809 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
UNITED BANKSHARES, INC UBSI, 24 sh. $ 714 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
SAIA, INC SAIA, 11 sh. $ 3,716 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
UNITED COMMUNITY BANKS, INC UCBI, 34 sh. $ 860 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
BEACON ROOFING SUPPLY, INC BECN, 44 sh. $ 3,626 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
ADIDAS AG ADDYY, 64 sh. $ 6,112 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
NORSK HYDRO ASA NHYDY, 429 sh. $ 2,583 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
WATTS WATER TECHNOLOGIES INC WTS, 15 sh. $ 2,711 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
MOELIS AND COMPANY MC, 43 sh. $ 14,841 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
LVMH MOET HENN UNSP LVMUY, 24 sh. $ 4,428 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
SYMRISE AG UNSPONSORED SYIEY, 95 sh. $ 2,418 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
SHIN-ETSU CHEMICAL C SHECY, 345 sh. $ 5,756 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
LONZA GROUP AG UNSP/ADR LZAGY, 84 sh. $ 4,960 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
MURATA MFG INC UNSP/ADR MRAAY, 279 sh. $ 3,995 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
FEDERAL NATIONAL MORTGAGE ASSOCIATION - 31359MGK3, 1000 sh. $ 1,151 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
TENCENT HOLDINGS LIMITED TCEHY, 151 sh. $ 6,436 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
PENNYMAC MTG INVT TR PMT, 65 sh. $ 873 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
VODAFONE GROUP PLC - 6.150% - 02/27/203 92857WAQ3, 2000 sh. $ 2,068 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
UNITEDHEALTH GROUP INC - 5.800% - 03/15 91324PAR3, 2000 sh. $ 2,122 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
TWO HARBORS INVESTMENT CORP TWO, 51 sh. $ 667 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
FIRST AMERICAN CORP FAF, 48 sh. $ 2,698 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
CBOE HOLDINGS INC CBOE, 28 sh. $ 3,841 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
NXP SEMICONDUCTORS NXPI, 30 sh. $ 6,139 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
TESLA MOTORS INC TSLA, 67 sh. $ 18,809 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
PING AN INSURANCE GROUP ADR PNGAY, 603 sh. $ 7,806 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
AIA GROUP LTD ADR AAGIY, 112 sh. $ 4,603 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
FABRINET INC FN, 30 sh. $ 3,814 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
TREASURY WINE ESTATES ADR TSRYY, 565 sh. $ 4,170 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
US TREAS BOND - 4.375% - 05/15/2041 912810QQ4, 1000 sh. $ 1,037 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
RAMBUS, INC RMBS, 82 sh. $ 5,210 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
CUBESMART CUBE, 34 sh. $ 1,525 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
KFORCE INC KFRC, 41 sh. $ 2,536 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
META PLATFORMS INC META, 137 sh. $ 40,037 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
RESTORATION HARDWARE RH, 6 sh. $ 1,978 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
PDC ENERGY INC PDCE, 24 sh. $ 1,700 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
WORKDAY INC WDAY, 50 sh. $ 11,073 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
ARTISAN PARTNERS ASSET MANAGEMENT INC APAM, 51 sh. $ 1,994 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
REXFORD INDUSTRIAL REALTY INC REXR, 12 sh. $ 639 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
INDEPENDENCE REALTY TR IRT, 25 sh. $ 459 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
EXLSERVICE HOLDINGS INC EXLS, 16 sh. $ 2,391 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
ANTERO RESOURCES CORPORATION AR, 32 sh. $ 740 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
BRIXMOR PPTY GROUP INC COM BRX, 74 sh. $ 1,624 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
BANK NEW YORK - 3.650% - 02/04/2024 06406HCS6, 2000 sh. $ 1,975 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
FISERV, INC FI, 65 sh. $ 8,128 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
STAG INDUSTRIAL INC STAG, 90 sh. $ 3,287 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
AGREE REALTY CORP ADC, 11 sh. $ 726 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
SIEMENS AG SIEGY, 71 sh. $ 5,624 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
ALIBABA GROUP HOLDING LTD BABA, 107 sh. $ 8,962 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
COTY INC COTY, 98 sh. $ 1,216 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
WELLS FARGO - 3.000% - 02/19/2025 94974BGH7, 2000 sh. $ 1,918 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
US TREAS BDS - 2.500% - 02/15/2045 912810RK6, 3000 sh. $ 2,284 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
NATIONAL STORAGE AFFILIATES TRUST NSA, 72 sh. $ 2,509 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
INTERNATIONAL GAME TECHNOLOGY IGT, 135 sh. $ 4,217 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
ENERGY TRANSFER PARTNERS DTD - 4.050% - 29273RBD0, 2000 sh. $ 1,942 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
US TREAS BDS - 3.000% - 05/15/2045 912810RM2, 3000 sh. $ 2,491 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
ORACLE CORP - 2.950% - 05/15/2025 68389XBC8, 2000 sh. $ 1,907 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
KINDER MORGAN EP - 4.150% - 02/01/2024 494550BS4, 2000 sh. $ 1,981 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
TEGNA TGNA, 107 sh. $ 1,734 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
PAYPAL HOLDINGS, INC PYPL, 48 sh. $ 3,262 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
EVERI HOLDINGS INC EVRI, 152 sh. $ 2,169 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
UNIVAR INC UNVR, 105 sh. $ 3,757 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
ALPHABET INC CL A GOOGL, 229 sh. $ 27,691 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
ALPHABET INC CL C GOOG, 76 sh. $ 9,250 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
CYBERARK SOFTWARE LTD CYBR, 24 sh. $ 3,728 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
LONDON STK EXCHANGE GROUP LNSTY, 164 sh. $ 4,330 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
BLOCK INC SQ, 50 sh. $ 3,364 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
FERRARI NV RACE, 16 sh. $ 5,139 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
VIRTU FINANCIAL INC VIRT, 118 sh. $ 1,983 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
CITIGROUP INC NOTE - 4.600% - 03/09/202 172967KJ9, 2000 sh. $ 1,932 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
ABBVIE INC - 3.600% - 05/14/2025 00287YAQ2, 3000 sh. $ 2,901 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
SHOPIFY INC SHOP, 101 sh. $ 6,454 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
UNITED STATES TREAS - 2.500% - 05/15/20 912810RS9, 2000 sh. $ 1,512 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
CHARTER COMMUNICATIONS, INC CHTR, 18 sh. $ 6,639 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
DUKE ENERGY CORP - 3.750% - 04/15/2024 26441CAN5, 3000 sh. $ 2,957 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
SPIRE INC SR, 41 sh. $ 2,613 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
GATX CORP INC GATX, 43 sh. $ 5,546 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
CSX CORP - 0.000% - 11/01/2026 126408HE6, 3000 sh. $ 2,765 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
YUM CHINA HOLDINGS INC YUMC, 38 sh. $ 2,144 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
US TREAS BDS - 2.875% - 11/15/2046 912810RU4, 4000 sh. $ 3,242 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
INVITATION HOMES INC. INVH, 30 sh. $ 1,040 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
HILTON WORLDWIDE HOLDINGS, INC HLT, 22 sh. $ 3,177 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
GENERAL MTRS FINL COINC NOTE - 4.350% - 37045XBT2, 3000 sh. $ 2,868 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
SIKA AG BEARER SHS SXYAY, 161 sh. $ 4,535 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
ANHEUSER BUSCH INBEVFIN INC - 4.700% - 035242AM8, 2000 sh. $ 1,921 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
INSTALLED BUILDING PRODUCTS INC IBP, 30 sh. $ 4,095 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
EXPRESS SCRIPTS NOTE - 4.500% - 02/25/2 30219GAM0, 2000 sh. $ 1,945 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
SIMON PPTY GROUP - 3.500% - 09/01/2025 828807CV7, 2000 sh. $ 1,914 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
KERRY GROUP PLC KRYAY, 58 sh. $ 5,594 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
JP MORGAN CHASE NOTE - 0.000% - 03/01/2 46647PAH9, 2000 sh. $ 1,961 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
UNITED STATES TREAS BDS - 2.750% - 08/1 912810RY6, 4000 sh. $ 3,164 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
KION GROUP AG GERMANY KIGRY, 666 sh. $ 6,420 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
CAPITAL ONE FINANCIAL CO NOTE - 3.300% 14040HBT1, 2000 sh. $ 1,921 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
ICHOR HOLDINGS ICHR, 63 sh. $ 2,308 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
AMERICOLD REALTY TRUST COLD, 40 sh. $ 1,291 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
PAGSEGURO DIGITAL LTD. PAGS, 329 sh. $ 3,140 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
VICI PROPERTIES INC VICI, 90 sh. $ 2,817 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
BOOKING HOLDINGS INC BKNG, 2 sh. $ 5,391 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
WELLTOWER INC. WELL, 15 sh. $ 1,224 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
CVS CAREMARK CORP NOTE - 4.300% - 03/25 126650CX6, 1000 sh. $ 961 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
ANTHEM INC NOTE - 4.101% - 03/01/2028 036752AG8, 2000 sh. $ 1,911 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
CBRE GROUP CBRE, 83 sh. $ 6,778 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
VERIZON COMMUNICATIONS INC - 0.000% - 0 92343VEP5, 2000 sh. $ 2,015 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
ASGN INC ASGN, 41 sh. $ 3,088 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
CADENCE BANCORPORATION CADE, 36 sh. $ 716 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
ESSENTIAL PROPERTIES REALTY TRUST INC EPRT, 9 sh. $ 215 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
SKYLINE CHAMPION CORP SKY, 16 sh. $ 1,031 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
KKR & CO INC KKR, 159 sh. $ 8,840 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
ADVANCED DRAINAGE SYSTEMS INC WMS, 21 sh. $ 2,353 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
CAPRI HOLDINGS LTD.SHS CPRI, 51 sh. $ 1,837 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
VIRGINIA ELECTRIC & POWER - 3.150% - 01 927804FU3, 2000 sh. $ 1,900 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
PAN PAC INTL HLDGS UNSPONSORED ADR DQJCY, 291 sh. $ 5,180 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
AT&T INC - 4.350% - 03/01/2029 00206RHJ4, 2000 sh. $ 1,913 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
COMCAST - 4.250% - 10/15/2030 20030NCU3, 2000 sh. $ 1,915 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
BROADCOM CORP/BROADCOM CAYMAN - 3.875% 11134LAH2, 3000 sh. $ 2,853 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
PINTEREST INC PINS, 196 sh. $ 5,304 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
UNITED STATES TREAS BDS - 3.000% - 02/1 912810SF6, 5000 sh. $ 4,159 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
GENMAB A/S SPON GMAB, 128 sh. $ 4,928 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
AMAZON COM INC - 3.875% - 08/22/2037 023135BF2, 2000 sh. $ 1,803 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
HEALTHPEAK PROPERTIES INC PEAK-OLD, 13 sh. $ 268 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
SANTANDER HLDGS USA INC - 3.500% - 06/0 80282KAW6, 3000 sh. $ 2,917 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
TRUIST FINANCIAL CORPORATION TFC, 87 sh. $ 2,710 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
WESTPAC BKG CORP NOTE - 2.350% - 02/19/ 961214EH2, 2000 sh. $ 1,907 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
OVINTIV INC OVV, 21 sh. $ 794 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
INTEL CORP - 2.450% - 11/15/2029 458140BH2, 3000 sh. $ 2,585 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
BLACKROCK INC - 2.400% - 04/30/2030 09247XAQ4, 3000 sh. $ 2,577 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
EXXON MOBIL CORP - 2.992% - 03/19/2025 30231GBH4, 3000 sh. $ 2,890 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
NVIDIA CORP - 2.850% - 04/01/2030 67066GAF1, 2000 sh. $ 1,803 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
KEYCORP - 2.550% - 10/01/2029 49326EEJ8, 3000 sh. $ 2,266 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
US T BILL - 1.250% - 05/15/2050 912810SN9, 1000 sh. $ 551 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
NISOURCE - 0.950% - 08/15/2025 65473PAK1, 3000 sh. $ 2,735 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
NETSTREIT NTST, 54 sh. $ 969 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
JOHNSON &JOHNSON - 1.300% - 09/01/2030 478160CQ5, 3000 sh. $ 2,441 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
ENTERGY CORP - 0.900% - 09/15/2025 29364GAM5, 3000 sh. $ 2,694 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
WORLDLINE WRDLY, 211 sh. $ 3,989 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
US TREAS - 1.375% - 08/15/2050 912810SP4, 3000 sh. $ 1,709 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
STARBUCKS CORP 2.25% 03/12/2030 - 2.250 855244AW9, 2000 sh. $ 1,677 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
US TREAS - 1.625% - 11/15/2050 912810SS8, 5000 sh. $ 3,045 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
MARAVAI LIFESCIENCES HOLDINGS CLASS A MRVI, 91 sh. $ 1,123 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
SONY GROUP CORP SONY, 76 sh. $ 6,950 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
BALLY S ORD SHS BALY, 95 sh. $ 1,437 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
LASERTEC ADR LSRCY, 122 sh. $ 3,620 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
FREDDIE MAC - 2.500% - 06/01/2051 3132DWBU6, 2407 sh. $ 2,023 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
BK OF AMERICA CORP - 2.087% - 06/14/202 06051GJZ3, 2000 sh. $ 1,696 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
UNIFORM MBS POOL #MA4398 - 2.000% - 08/ 31418D3G5, 4383 sh. $ 3,541 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
PHILLIPS EDISON AND COMPANY ORD SHS PECO, 11 sh. $ 375 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
GOLDMAN SACHS GROUP INC NOTE - 1.948% - 38141GYM0, 2000 sh. $ 1,773 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
CORE AND MAIN INC CNM, 112 sh. $ 3,448 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
AMERICAN EXPRESS CO - 1.650% - 11/04/20 025816CM9, 2000 sh. $ 1,773 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
TORONTO DOMINION BANK MTN - 1.250% - 09 89114TZG0, 3000 sh. $ 2,645 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
WILLIS TOWERS WATSON WTW, 31 sh. $ 7,192 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
US BANCORP MTN - 2.215% - 01/27/2028 91159HJC5, 3000 sh. $ 2,650 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
SHELL ADR EACH REPRESENTING 2 ORD SHS SHEL, 110 sh. $ 6,625 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
UNIFORM MBS POOL #SD8195 #SD8195 - 3.00 3132DWC84, 2694 sh. $ 2,354 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
HONDA MOTOR CO LTD NOTE - 2.534% - 03/1 438127AB8, 2000 sh. $ 1,834 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
VERIS RESIDENTIAL ORD SHS VRE, 17 sh. $ 276 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
TOYOTA MTR CR CORP MTN CALL MAKE WHOLE 89236TJZ9, 3000 sh. $ 2,798 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
ROYAL BK CDA SER I MTN - 3.625% - 05/04 78016EZD2, 3000 sh. $ 2,825 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
WARNER BROS. DISCOVERY, INC WBD, 331 sh. $ 4,234 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
BANK OF NOVA SCOTIA - 3.450% - 04/11/20 06417XAH4, 3000 sh. $ 2,888 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
MATIV HOLDINGS ORD SHS MATV, 46 sh. $ 694 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
UNIFORM MBS POOL #SD8236 - 3.500% - 08/ 3132DWEH2, 1912 sh. $ 1,725 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
MORGAN STANLEY SER I MTN - 4.679% - 07/ 61747YET8, 2000 sh. $ 1,962 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
TRUIST FINANCIAL CORP - 4.916% - 07/28/ 89788NAA8, 2000 sh. $ 1,813 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
PEPSICO INC NOTE - 3.900% - 07/18/2032 713448FM5, 3000 sh. $ 2,864 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
UNIFORM MBS POOL #MA4653 - 3.000% - 07/ 31418EE30, 955 sh. $ 834 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
COHERENT CORP COM COHR, 64 sh. $ 3,240 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
UNIFORM MBS POOL #MA4563 - 2.500% - 03/ 31418EB90, 1839 sh. $ 1,544 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
FORTUNE BRANDS INNOVATIONS INC FBIN, 86 sh. $ 6,073 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
MASTERBRAND INC MBC, 68 sh. $ 782 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
DEERE JOHN CAPITAL CORP MTN - 4.750% - 24422EWR6, 1000 sh. $ 994 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
UNITED STATES TREAS SER BONDS - 3.625% 912810TN8, 1000 sh. $ 943 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
US TREAS - 3.000% - 11/01/2051 3132DWCQ4, 832 sh. $ 727 2023-07-05
Schedule B (Form 990) (2023)
Name of organization
Dead Relatives Foundation
 
Employer identification number

87-2284407
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
PHILP MORRIS - 5.125% - 02/15/2030 718172DA4, 3000 sh. $ 2,954 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
SHELL INTL FIN NT - 6.375% - 12/15/2038 822582AD4, 2000 sh. $ 2,214 2023-07-05
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
LOOMIS SAYLES HIGH INCOME OPPORTUNITIES LSIOX, 4213.964 sh. $ 35,945 2023-07-17
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
LOOMIS SAYLES SECURITIZED ASSET FUND LSSAX, 11019.885 sh. $ 84,082 2023-07-17
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
Dead Relatives Foundation
 
Employer identification number

87-2284407
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:  

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TY 2023 DepreciationSchedule
Name:
Dead Relatives Foundation
EIN:
87-2284407
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)
Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2023 InvestmentsCorpBondsSchedule
Name:
Dead Relatives Foundation
EIN:
87-2284407
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBVIE INC - 3.600% - 05/14/20 2,901 2,944
AMAZON COM INC - 3.875% - 08/2 1,803 1,860
AMERICAN EXPRESS CO - 1.650% - 1,773 1,839
ANHEUSER BUSCH INBEVFIN INC - 1,921 2,001
ANTHEM INC NOTE - 4.101% - 03/ 1,911 1,968
AT&T INC - 4.350% - 03/01/2029 1,913 1,976
BANK NEW YORK - 3.650% - 02/04 1,975 1,996
BANK OF NOVA SCOTIA - 3.450% - 2,888 2,936
BK OF AMERICA CORP - 2.087% - 1,696 1,764
BLACKROCK INC - 2.400% - 04/30 2,577 2,683
BROADCOM CORP/BROADCOM CAYMAN 2,853 2,928
CAPITAL ONE FINANCIAL CO NOTE 1,921 1,967
CITIGROUP INC NOTE - 4.600% - 1,932 1,975
COMCAST - 4.250% - 10/15/2030 1,915 1,974
CSX CORP - 0.000% - 11/01/2026 2,765 2,854
CVS CAREMARK CORP NOTE - 4.300 961 984
DEERE JOHN CAPITAL CORP MTN - 994 1,017
DUKE ENERGY CORP - 3.750% - 04 2,956 2,983
ENERGY TRANSFER PARTNERS DTD - 1,942 1,968
ENTERGY CORP - 0.900% - 09/15/ 2,694 2,789
EXPRESS SCRIPTS NOTE - 4.500% 1,945 1,984
EXXON MOBIL CORP - 2.992% - 03 2,890 2,938
GENERAL MTRS FINL COINC NOTE - 2,868 2,942
GOLDMAN SACHS GROUP INC NOTE - 1,773 1,830
HONDA MOTOR CO LTD NOTE - 2.53 1,834 1,884
INTEL CORP - 2.450% - 11/15/20 2,585 2,703
JOHNSON &JOHNSON - 1.300% - 09 2,441 2,522
JP MORGAN CHASE NOTE - 0.000% 1,961 1,992
KEYCORP - 2.550% - 10/01/2029 2,266 2,555
KINDER MORGAN EP - 4.150% - 02 1,981 1,997
MORGAN STANLEY SER I MTN - 4.6 1,962 1,981
NISOURCE - 0.950% - 08/15/2025 2,735 2,804
NVIDIA CORP - 2.850% - 04/01/2 1,803 1,853
ORACLE CORP - 2.950% - 05/15/2 1,907 1,941
PEPSICO INC NOTE - 3.900% - 07 2,864 2,929
PHILP MORRIS - 5.125% - 02/15/ 2,953 3,055
ROYAL BK CDA SER I MTN - 3.625 2,825 2,902
SANTANDER HLDGS USA INC - 3.50 2,917 2,967
SHELL INTL FIN NT - 6.375% - 1 2,214 2,309
SIMON PPTY GROUP - 3.500% - 09 1,914 1,954
STARBUCKS CORP 2.25% 03/12/203 1,677 1,757
TORONTO DOMINION BANK MTN - 1. 2,645 2,742
TOYOTA MTR CR CORP MTN CALL MA 2,798 2,875
TRUIST FINANCIAL CORP - 4.916% 1,813 1,865
UNITEDHEALTH GROUP INC - 5.800 2,122 2,190
US BANCORP MTN - 2.215% - 01/2 2,650 2,759
VERIZON COMMUNICATIONS INC - 0 2,015 2,012
VODAFONE GROUP PLC - 6.150% - 2,068 2,169
WELLS FARGO - 3.000% - 02/19/2 1,918 1,956
WESTPAC BKG CORP NOTE - 2.350% 1,907 1,945

TY 2023 InvestmentsCorpStockSchedule
Name:
Dead Relatives Foundation
EIN:
87-2284407
Name of Stock End of Year Book Value End of Year Fair Market Value
ADIDAS AG 6,112 6,506
ADOBE SYSTEMS, INC 6,299 7,756
ADVANCED DRAINAGE SYSTEMS INC 2,353 2,953
ADVANCED ENERGY IND INC 3,068 3,050
AGREE REALTY CORP 726 692
AIA GROUP LTD ADR 4,603 3,883
AIRBUS GROUP 7,809 8,370
ALAMO GP INC 3,467 3,994
ALEXANDRIA REAL ESTATE EQUITIE 350 380
ALIBABA GROUP HOLDING LTD 8,962 8,294
ALPHABET INC CL A 27,691 31,989
ALPHABET INC CL C 9,250 10,711
AMAZON COM 26,496 30,844
AMER INTERNATIONAL GROUP INC 3,325 3,930
AMERICAN EXPRESS CO 4,207 4,496
AMERICAN HOMES 4 RENT 1,393 1,402
AMERICAN TOWER REIT INC 591 648
AMERICOLD REALTY TRUST 1,291 1,211
ANTERO RESOURCES CORPORATION 740 726
ARTISAN PARTNERS ASSET MANAGEM 1,994 2,253
ASGN INC 3,088 3,943
ASML HOLDING NV NY REG SHS 6,467 6,812
ASTRAZENECA 6,037 6,062
AUTODESK, INC 9,708 11,687
AVALONBAY CMNTYS INC 2,281 2,247
AVANTOR HOLDINGS INC 2,310 2,603
BALLY S ORD SHS 1,437 1,324
BANK OF AMERICA CORP 6,216 7,172
BEACON ROOFING SUPPLY, INC 3,626 3,829
BERKSHIRE HATHAWAY INC. CLASS 5,445 5,707
BLACKROCK INC 5,546 6,494
BLOCK INC 3,364 3,868
BOEING CO 17,520 21,635
BOOKING HOLDINGS INC 5,391 7,094
BOSTON PPTYS INC 697 842
BRIXMOR PPTY GROUP INC COM 1,624 1,722
CADENCE BANCORPORATION 716 1,065
CAMECO CORPORATION 7,422 10,516
CANADIAN PACIFIC RAILWAY LTD 4,447 4,348
CAPITAL ONE FINANCIAL CORP 7,236 8,654
CAPRI HOLDINGS LTD.SHS 1,837 2,562
CARLISLE COS INC 3,057 3,749
CBOE HOLDINGS INC 3,841 5,000
CBRE GROUP 6,778 7,726
CHARLES SCHWAB CORP 5,992 7,224
CHARTER COMMUNICATIONS, INC 6,639 6,996
CHEVRON CORP 1,680 1,641
CITIGROUP INC 3,645 4,012
COHERENT CORP COM 3,240 2,786
COMCAST CORP 5,138 5,437
COMSTOCK RES INC 472 363
CONOCOPHILLIPS 6,660 7,428
CORE AND MAIN INC 3,448 4,526
COTY INC 1,216 1,217
COUSINS PROPERTIES INC 664 706
CUBESMART 1,525 1,576
CYBERARK SOFTWARE LTD 3,728 5,257
DBS GROUP HLDGS SPON ADR 5,065 5,569
DEERE CO 2,032 1,999
DEUTSCHE TELE AG ADS 6,127 6,829
DIAGEO PLC ADS 5,009 4,224
DIGITAL RLTY TR INC 806 942
DOLLAR TREE INC 3,359 3,267
EASTGROUP PROPERTIES INC 1,410 1,468
ELEMENT SOLUTIONS INC 5,699 6,965
EOG RESOURCES INC 6,418 6,773
EQUIFAX INC 5,719 6,182
EQUINIX, INC 4,729 4,832
ESSENTIAL PROPERTIES REALTY TR 215 230
ESSEX PRTY TR INC 1,413 1,488
ESSILOR INTL ADR 3,675 3,919
EVERI HOLDINGS INC 2,169 1,713
EXLSERVICE HOLDINGS INC 2,391 2,468
EXPEDITORS INTL WASH INC 5,692 5,978
EXTRA SPACE STORAGE 1,339 1,443
FABRINET INC 3,814 5,710
FACTSET RESH SYST INC 4,702 5,725
FEDERAL SIGNAL CORP 2,860 3,453
FERRARI NV 5,139 5,415
FIRST AMERICAN CORP 2,698 3,093
FISERV, INC 8,128 8,635
FORTUNE BRANDS INNOVATIONS INC 6,073 6,548
FRANKLIN ELECTRIC CO., INC 3,969 3,769
GATX CORP INC 5,546 5,169
GENERAL MOTORS 5,570 5,101
GENMAB A/S SPON 4,928 4,076
GLOBAL PAYMENTS INC 3,791 4,699
GOLDMAN SACHS GROUP 4,832 5,787
GRAY TELEVISION INC CL B 580 663
HCA INC 8,351 7,579
HDFC BANK LTD ADR 8,672 8,523
HEALTHCARE REALTY TRUST 880 793
HEALTHPEAK PROPERTIES INC 268 257
HILTON WORLDWIDE HOLDINGS, INC 3,177 4,006
ICHOR HOLDINGS 2,308 2,119
ILLUMINA INC COM 4,670 3,481
INDEPENDENCE REALTY TR 459 383
INFOSYS TECH LTD SPD ADR 3,803 4,301
INSIGHT ENTERPRISES, INC 7,089 8,682
INSTALLED BUILDING PRODUCTS IN 4,095 5,485
INTERCONTINENTAL EXCHANGE, INC 7,853 8,990
INTERNATIONAL GAME TECHNOLOGY 4,217 3,700
INTUITIVE SURGICAL 5,008 5,060
INVITATION HOMES INC. 1,040 1,023
ITAU UNIBANCO HOLDING S.A 3,288 3,850
KERRY GROUP PLC 5,594 5,074
KFORCE INC 2,536 2,770
KION GROUP AG GERMANY 6,420 7,080
KIRBY CORPORATION 2,961 3,061
KKR & CO INC 8,840 13,173
KROGER CO 3,020 2,925
L'AIR LIQUIDE ADR OTC 4,936 5,531
LANDSTAR SYSTEM 3,618 3,679
LASERTEC ADR 3,620 6,388
LEAR CORP 3,468 3,389
LONDON STK EXCHANGE GROUP 4,330 4,916
LONZA GROUP AG UNSP/ADR 4,960 3,536
LOOMIS SAYLES HIGH INCOME OPPO 37,429 38,147
LOOMIS SAYLES SECURITIZED ASSE 86,563 87,090
LVMH MOET HENN UNSP 4,428 3,899
MANULIFE FIN CORP 4,659 5,481
MARAVAI LIFESCIENCES HOLDINGS 1,123 596
MASCO CORP 6,203 7,368
MASTERBRAND INC 782 1,010
MASTERCARD INC 3,521 3,839
MATIV HOLDINGS ORD SHS 694 704
MERITAGE CORPORATION 1,808 2,265
META PLATFORMS INC 40,036 48,493
MFA MTG INVTS INC 1,162 1,183
MICROSOFT CORP 17,248 19,178
MKS INSTRUMENTS, INC 2,883 2,777
MOELIS AND COMPANY 14,841 2,414
MONSTER BEVERAGE CORP 11,232 11,349
MOODYS CORP 4,832 5,468
MURATA MFG INC UNSP/ADR 3,991 4,412
NATIONAL STORAGE AFFILIATES TR 2,509 2,986
NESTLE S.A 3,092 3,006
NETFLIX INC 21,374 23,370
NETSTREIT 969 964
NIDEC CORPORATION ADR 3,089 2,310
NORSK HYDRO ASA 2,583 2,866
NOVARTIS AG ADR 4,480 4,847
NOVO NORDISK A S 5,751 7,448
NVIDIA CORP 32,825 38,132
NXP SEMICONDUCTORS 6,139 6,890
OLD NATIONAL BANCORP 852 1,030
ORACLE CORP 30,795 27,939
OVINTIV INC 794 922
PAGSEGURO DIGITAL LTD. 3,140 4,103
PAN PAC INTL HLDGS UNSPONSORED 5,180 6,908
PARKER HANNIFIN CP 8,057 9,675
PATTERSON-UTI ENERGY INC 1,340 1,188
PAYPAL HOLDINGS, INC 3,262 2,948
PENNYMAC MTG INVT TR 873 972
PERFORMANCE FOOD GROUP COMPANY 3,263 3,734
PHILLIPS EDISON AND COMPANY OR 375 401
PHYSICIANS REALTY TRUST 434 413
PING AN INSURANCE GROUP ADR 7,806 5,439
PINTEREST INC 5,304 7,260
PROLOGIS 4,837 5,199
PRUDENTIAL PLC SC 5,664 4,670
PUBLIC STORAGE INC 1,741 1,830
QUALCOMM INC 5,431 6,653
RAMBUS, INC 5,210 5,597
REALTY INCOME CORP 784 746
REGENCY CENTERS CORP 747 804
REGENERON PHARMACEUTICALS INC 6,443 7,905
RESTORATION HARDWARE 1,978 1,749
REXFORD INDUSTRIAL REALTY INC 639 673
ROCHE HOLDING LTD ADR 4,150 3,913
RUSH ENTERPRISES, INC 1,848 2,314
RYMAN HOSPITALITY PROPERTIES 1,129 1,321
SAIA, INC 3,716 4,820
SALESFORCE.COM 18,900 23,419
SANDOZ GROUP AG 253 288
SAP AKTIENGESELL ADS 6,163 7,111
SEALED AIR CORP 2,818 2,593
SEI INVESTMENTS 4,157 4,449
SELECTIVE INS GROUP INC 2,572 2,686
SHELL ADR EACH REPRESENTING 2 6,625 7,238
SHIN-ETSU CHEMICAL C 5,756 7,211
SHISEIDO CO LTD 2,858 1,953
SHOPIFY INC 6,454 7,868
SIEMENS AG 5,624 6,641
SIKA AG BEARER SHS 4,535 5,253
SIMON PPTY GROUP INC 1,525 1,854
SKYLINE CHAMPION CORP 1,031 1,188
SONY GROUP CORP 6,950 7,196
SOUTHERN COPPER CORP 4,982 6,025
SOUTHWEST GAS CP 2,445 2,407
SPIRE INC 2,613 2,556
STAG INDUSTRIAL INC 3,287 3,533
STARBUCKS CORP COM 6,719 6,529
STMICROELECTRONICS 3,161 3,208
SUN COMMUNITIES INC 1,839 1,871
SYMRISE AG UNSPONSORED 2,418 2,613
TAIWAN SEMICONDUCTOR MFG CO LT 4,999 5,096
TANGER FACTORY OUTLET CENTERS 814 1,026
TE CONNECTIVITY LTD 4,856 4,918
TEGNA 1,734 1,637
TENCENT HOLDINGS LIMITED 6,436 5,706
TENET HEALTHCARE CORP 3,078 2,872
TESLA MOTORS INC 18,809 16,648
THE CHEMOURS CO 3,403 2,933
THOR INDS INC 11,640 13,362
TORAY INDUSTRIES INC 6,294 5,777
TREASURY WINE ESTATES ADR 4,170 4,125
TRUIST FINANCIAL CORPORATION 2,710 3,212
TWO HARBORS INVESTMENT CORP 667 710
UDR INC 1,391 1,225
ULTRA CLEAN HOLDINGS, INC 2,063 1,878
UNITED BANKSHARES, INC 714 901
UNITED COMMUNITY BANKS, INC 860 995
VENTAS INC 2,324 2,392
VERIS RESIDENTIAL ORD SHS 276 267
VERTEX PHARMCTLS INC 8,664 10,172
VICI PROPERTIES INC 2,817 2,869
VIRTU FINANCIAL INC 1,983 2,391
VISA INC 22,515 24,733
WAL-MART DE MEX V SP/ADR 3,224 3,378
WALT DISNEY HOLDINGS CO 10,419 10,474
WARNER BROS. DISCOVERY, INC 4,234 3,767
WARNER MUSIC GRP CRP 3,162 4,402
WATSCO INC 2,633 2,999
WATTS WATER TECHNOLOGIES INC 2,711 3,125
WELLS FARGO & CO 7,818 8,909
WELLTOWER INC. 1,224 1,353
WILLIS TOWERS WATSON 7,192 7,477
WNS (HOLDINGS) LIMIT 3,895 3,350
WOLVERINE WORLDWIDE 1,153 702
WORKDAY INC 11,073 13,803
WORLDLINE 3,989 1,824
YUM BRANDS INC 4,502 4,312
YUM CHINA HOLDINGS INC 2,144 1,612

TY 2023 InvestmentsGovtObligationsSch
Name:
Dead Relatives Foundation
EIN:
87-2284407
US Government Securities - End of Year Book Value:

37,692
US Government Securities - End of Year Fair Market Value:

37,628
State & Local Government Securities - End of Year Book Value:


1,900
State & Local Government Securities - End of Year Fair Market Value:


1,939


TY 2023 LiquidationExplanationStmt
Name:
Dead Relatives Foundation
EIN:
87-2284407
Statement:
As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2023, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $40,000. This amount represents 25% or more of the Foundation's net assets of $0 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2023. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein.


TY 2023 LoansFromOfficersSchedule
Name:
Dead Relatives Foundation
EIN:
87-2284407

Item No. 1
Lender's Name CAROLINE PICARD PRESDIRSECTREAS
Lender's Title  
Original Amount of Loan 5500
Balance Due 0
Date of Note 2022-03
Maturity Date 2023-12
Repayment Terms PRINCIPAL
Interest Rate 0.
Security Provided by Borrower NONE
Purpose of Loan TO COVER START UP COSTS OF THE FOUNDATION
Description of Lender Consideration CASH - $5,500
Consideration FMV  

Item No. 2
Lender's Name CAROLINE PICARD PRESDIRSECTREAS
Lender's Title  
Original Amount of Loan 40000
Balance Due 0
Date of Note 2022-06
Maturity Date 2023-12
Repayment Terms PRINCIPAL
Interest Rate 0.
Security Provided by Borrower NONE
Purpose of Loan TO MAKE GRANTS ON BEHALF OF FOUNDATION
Description of Lender Consideration CASH - $40,000
Consideration FMV  


TY 2023 OtherExpensesSchedule
Name:
Dead Relatives Foundation
EIN:
87-2284407
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 1,875     1,875
Bank Charges 86 86    
State or Local Filing Fees 50     50


TY 2023 SubstantialContributorsSch
Name:
Dead Relatives Foundation
EIN:
87-2284407
Name Address
The Picard Family Foundation 1112 41st Ave E
Seattle,WA98112


TY 2023 TaxesSchedule
Name:
Dead Relatives Foundation
EIN:
87-2284407
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Foreign Tax Paid 145 145