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
DEW FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)3300 S BROADWAY 200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Tyler, TX75701
A Employer identification number

26-2169255
B Telephone number (see instructions)

(903) 617-6331
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$39,580,464J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 109,793 109,793 109,793
4 Dividends and interest from securities... 726,059 726,059 726,059
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,359,452
b Gross sales price for all assets on line 6a 14,212,639
7 Capital gain net income (from Part IV, line 2)... 2,359,452
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........ 3,195,304 3,195,304 835,852
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,735 2,868   2,867
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
319,998 247,598   72,400
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,137 6,137    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 37,815 3,782   34,033
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
5,446 401   5,045
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 375,131 260,786   114,345
25 Contributions, gifts, grants paid....... 2,919,185 2,919,185
26 Total expenses and disbursements. Add lines 24 and 25 3,294,316 260,786   3,033,530
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -99,012
b Net investment income (if negative, enter -0-) 2,934,518
c Adjusted net income (if negative, enter -0-)... 835,852
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............. 609,605 236,015 236,015
2 Savings and temporary cash investments......... 3,234,320 1,992,844 1,992,844
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..........   3,733  
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 31,724,505 37,351,605 37,351,605
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
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) 35,568,430 39,584,197 39,580,464
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,481 		Click to see attachment
List of Attached Documents:
// Content
1,434
23 Total liabilities (add lines 17 through 22)......... 1,481 1,434
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 35,566,949 39,582,763
29 Total net assets or fund balances (see instructions)..... 35,566,949 39,582,763
30 Total liabilities and net assets/fund balances (see instructions). 35,568,430 39,584,197
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
35,566,949
2
Enter amount from Part I, line 27a .....................
2
-99,012
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
4,114,826
4
Add lines 1, 2, and 3 ..........................
4
39,582,763
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
39,582,763
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 300000 FEDERAL HOME LN BKS CONS BD P 2023-02-24 2023-04-21
b 300000 FEDERAL HOME LN MTG CORP MEDIUM TERM P 2023-08-21 2023-11-28
c 5830 LIVANOVA PLC SHS ISIS P 2020-03-18 2023-01-09
d 2030 LIVANOVA PLC SHS ISIS P 2020-03-18 2023-04-14
e 2000 BERKSHIRE HATHAWAY INC P 2021-03-08 2023-08-08
1545 META PLATFORMS INC P 2021-03-08 2023-04-28
280 META PLATFORMS INC P 2021-03-08 2023-11-28
320 META PLATFORMS INC P 2022-02-03 2023-12-27
2265 FISHERV INC COM P 2022-02-04 2023-12-27
985 HCA HEALTHCARE INC COM P 2017-05-15 2023-01-06
1430 HCA HEALTHCARE INC COM P 2017-05-26 2023-07-07
640 HCA HEALTHCARE INC COM P 2017-09-22 2023-07-12
1340 HILTON WORLDWIDE HLD P 2018-09-20 2023-11-10
195 HILTON WORLDWIDE HLD P 2018-09-20 2023-12-27
9155 KEURIG DR PEPPER INC P 2021-03-08 2023-01-06
625 NETFLIX INC P 2021-04-26 2023-05-18
785 NETFLIX INC P 2021-04-26 2023-07-19
3810 ORACLE CORP COM P 2013-12-19 2023-07-07
2900 PHINIA INC COM P 2020-11-12 2023-07-19
2560 SCHWAB CHARLES CORP NEW COM P 2019-03-22 2023-01-06
1605 VISA INC COM CL A P 2011-01-27 2023-01-09
3000 WORKDAY INC CLA P 2020-04-16 2023-11-29
680 META PLATFORMS INC P 2021-03-08 2023-07-07
865 HCA HEALTHCARE INC COM P 2017-05-26 2023-01-09
790 NETFLIX INC P 2021-04-26 2023-07-07
1045 ANHEUSER-BUSCH INBEV-SPN ADR P 2022-06-09 2023-06-01
295 APPLE COMPUTER INC COMMON STOCK P 2022-12-06 2023-06-01
1805 BAXTER INTERNATIONAL INC COMMON STOCK P 2023-01-01 2023-02-06
50 BERKSHIRE HATHAWAY INC P 2022-10-19 2023-06-01
460 CISCO SYSTEMS INC COMMON STOCK P 2022-12-06 2023-12-05
945 COMCAST CORP P 2022-10-19 2023-03-07
385 CROWDSTRIKE HOLDINGS INC P 2023-06-01 2023-07-05
235 DEERE & COMPANY COMMON STOCK P 2023-01-01 2023-12-05
1355 ENBRIDGE INC COMMON STOCK P 2022-12-06 2023-12-05
10 LILLY ELI & COMPANY COMMON STOCK P 2022-06-09 2023-03-07
45 LULULEMON ATHLETICA INC P 2022-12-06 2023-03-07
50 MICROSOFT CORPORATION P 2022-12-06 2023-06-01
220 NVIDIA CORP COMMON STOCK P 2022-04-21 2023-03-07
120 PALO ALTO NETWORKS INC P 2022-10-19 2023-06-01
200 PALO ALTO NETWORKS INC P 2023-07-05 2023-12-05
550 PFIZER INC COMMON STOCK P 2022-04-21 2023-03-07
25 REGENERON PHARMACEUTICALS INC COMMON STO P 2022-12-06 2023-07-05
2160 TAPESTRY INC P 2023-01-01 2023-09-06
25 THERMO ELECTRON CORPORATION P 2023-02-06 2023-12-05
315 ADVANCED MICRO DEVICES INC COMMON STOCK P 2022-04-21 2023-06-01
100 ALPHABET INC P 2020-04-30 2023-06-01
625 AMAZON INC COMMON STOCK P 2021-01-01 2023-06-01
23476.957 ARTISAN DEVELOPING WORLD-INS P 2020-04-15 2023-09-26
485 BANK AMERICA CORP P 2020-01-01 2023-07-05
1040 BANK AMERICA CORP P 2020-04-30 2023-10-19
55 BLACKROCK INC P 2020-12-01 2023-06-01
50 BLACKROCK INC P 2020-12-01 2023-12-05
4880.694 BLACKROCK STRAT INC OPP-INST P 2020-01-01 2023-03-07
36199.093 CHAMPLAIN MID CAP FUND-INST P 2020-01-01 2023-03-07
2335.357 CHAMPLAIN MID CAP INSTITUTIONAL P 2020-05-21 2023-09-26
500 CHECK POINT SOFTWARE TECH COMMON STOCK P 2022-04-21 2023-06-01
280 CHEVRON TEXACO INC P 2020-09-11 2023-12-05
1450 CISCO SYSTEMS INC P 2022-10-19 2023-12-05
1725 COMCAST CORP P 2020-01-01 2023-03-07
40 COSTCO WHSL CORP NEW COMMON STOCK P 2020-04-30 2023-06-01
905 DUPONT DE NEMOURS INC P 2022-03-01 2023-12-05
2550 ENBRIDGE INC COMMON STOCK P 2021-06-10 2023-12-05
610 ENTERGY CORPORATION P 2022-06-09 2023-07-05
90 GOLDMAN SACHS GROUP INC COMMON STOCK P 2020-04-30 2023-07-05
30177.891 HARBOUR FUND INTERNATIONAL GROWTH FUND P 2020-05-21 2023-09-26
325 ILLINOIS TOOL WORKS INC COM P 2021-10-14 2023-03-07
425 JP MORGAN CHASE & CO COM P 2021-06-10 2023-12-05
20130.765 JOHCM INTERNATIONAL SELECT I P 2020-01-01 2023-09-26
85 JOHNSON & JOHNSON P 2020-01-23 2023-09-06
5 LULULEMON ATHLETICA INC P 2020-01-01 2023-03-07
150 MICROSOFT CORPORATION P 2022-04-21 2023-06-01
280 MORGAN STANLEY DEAN WITTER DISCV P 2020-04-30 2023-12-05
145 NETFLIX.COM INC P 2022-01-01 2023-06-01
175 NETFLIX.COM INC P 2020-04-30 2023-12-05
130 NVIDIA CORP COMMON STOCK P 2022-01-01 2023-03-07
170 NVIDIA CORP COMMON STOCK P 2021-06-10 2023-06-01
90 PALO ALTO NETWORKS INC P 2022-10-19 2023-12-05
350 PFIZER INC COMMON STOCK P 2020-04-30 2023-03-07
2655 PFIZER INC COMMON STOCK P 2020-01-01 2023-12-05
460 PFIZER INC COMMON STOCK P 2020-04-30 2023-07-05
10 REGENERON PHARMACEUTICALS INC COMMON STO P 2022-06-09 2023-07-05
105 SALESFORCE INC P 2021-01-01 2023-09-06
200 SIMON PPTY GROUP INC NEW COMMON STOCK P 2021-02-02 2023-06-01
50 THERMO ELECTRON CORPORATION P 2020-04-30 2023-12-05
100 UNION PACIFIC CORPORATION P 2020-12-01 2023-06-01
80 UNITEDHEALTH GROUP INC P 2020-04-30 2023-06-01
30 UNITEDHEALTH GROUP INC P 2020-04-30 2023-07-05
120 UNITEDHEALTH GROUP INC P 2020-04-30 2023-10-19
125000 US TREASURY P 2022-09-26 2023-10-02
48611.423 VANGUARD INTER TERM CORP P 2022-01-01 2023-10-25
135 VISA INC P 2017-10-23 2023-07-05
60 WASTE MANAGEMENT INC DEL COMMON STOCK P 2020-04-30 2023-06-01
155 WASTE MANAGEMENT INC DEL COMMON STOCK P 2020-04-30 2023-09-06
300 ALPHABET INC P 2021-01-01 2023-06-01
5 APPLE COMPUTER INC COMMON STOCK P 2007-02-16 2023-06-01
1100000 UNITED STATES TREAS BILLS P 2022-07-13 2023-01-12
300000 UNITED STATES TREAS BILLS P 2023-01-24 2023-07-27
300000 UNITED STATES TREAS BILLS P 2023-02-06 2023-08-03
300000 UNITED STATES TREAS BILLS P 2023-05-30 2023-08-31
Capital Gain Dividends      
(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 300,000   300,000  
b 300,000   300,000  
c 326,267   249,820 76,447
d 86,654   81,022 5,632
e 727,325   515,461 211,864
370,967   441,956 -70,989
94,069   70,640 23,429
114,380   75,811 38,569
300,969   233,045 67,924
247,722   82,130 165,592
419,211   114,627 304,584
189,604   49,806 139,798
216,429   108,092 108,337
35,286   15,730 19,556
329,847   295,296 34,551
232,394   317,328 -84,934
371,357   390,922 -19,565
440,961   141,926 299,035
77,606   63,823 13,783
215,368   107,254 108,114
354,612   28,395 326,217
725,372   427,455 297,917
198,915   177,828 21,087
219,634   71,387 148,247
348,800   401,103 -52,303
56,222   56,655 -433
52,460   42,051 10,409
81,542   107,044 -25,502
16,054   13,941 2,113
22,017   22,254 -237
34,097   28,906 5,191
56,162   59,574 -3,412
84,919   99,893 -14,974
47,510   53,371 -5,861
3,099   3,073 26
13,840   16,609 -2,769
16,340   12,221 4,119
52,472   45,252 7,220
25,686   19,371 6,315
58,360   51,285 7,075
22,193   27,103 -4,910
17,952   18,776 -824
70,375   70,242 133
12,305   14,408 -2,103
37,104   28,699 8,405
12,384   6,666 5,718
75,388   47,203 28,185
344,407   349,806 -5,399
14,148   11,680 2,468
28,670   24,928 3,742
36,338   39,413 -3,075
37,711   35,811 1,900
45,000   50,504 -5,504
800,000   723,554 76,446
50,000   46,567 3,433
62,389   71,064 -8,675
40,074   21,775 18,299
69,403   60,718 8,685
62,240   20,539 41,701
20,135   12,121 8,014
64,227   68,047 -3,820
89,411   101,665 -12,254
60,665   70,942 -10,277
28,867   16,492 12,375
422,490   475,000 -52,510
76,960   70,796 6,164
67,252   68,784 -1,532
429,591   417,954 11,637
13,473   12,557 916
1,538   1,297 241
49,020   42,871 6,149
22,445   10,978 11,467
58,021   73,027 -15,006
79,619   72,868 6,751
31,006   22,592 8,414
65,608   29,543 36,065
26,262   14,528 11,734
14,123   12,624 1,499
77,556   91,185 -13,629
16,804   16,592 212
7,181   5,967 1,214
23,164   15,374 7,790
20,620   18,605 2,015
24,610   16,704 7,906
19,310   20,469 -1,159
39,126   23,250 15,876
14,157   8,719 5,438
63,823   34,874 28,949
125,000   125,000  
385,489   515,094 -129,605
32,303   14,508 17,795
9,707   5,982 3,725
24,145   15,455 8,690
37,152   2,648 34,504
889   15 874
1,084,259   1,084,259  
292,916   292,916  
293,088   293,088  
295,984   295,984  
      2,033
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        
b        
c       76,447
d       5,632
e       211,864
      -70,989
      23,429
      38,569
      67,924
      165,592
      304,584
      139,798
      108,337
      19,556
      34,551
      -84,934
      -19,565
      299,035
      13,783
      108,114
      326,217
      297,917
      21,087
      148,247
      -52,303
      -433
      10,409
      -25,502
      2,113
      -237
      5,191
      -3,412
      -14,974
      -5,861
      26
      -2,769
      4,119
      7,220
      6,315
      7,075
      -4,910
      -824
      133
      -2,103
      8,405
      5,718
      28,185
      -5,399
      2,468
      3,742
      -3,075
      1,900
      -5,504
      76,446
      3,433
      -8,675
      18,299
      8,685
      41,701
      8,014
      -3,820
      -12,254
      -10,277
      12,375
      -52,510
      6,164
      -1,532
      11,637
      916
      241
      6,149
      11,467
      -15,006
      6,751
      8,414
      36,065
      11,734
      1,499
      -13,629
      212
      1,214
      7,790
      2,015
      7,906
      -1,159
      15,876
      5,438
      28,949
       
      -129,605
      17,795
      3,725
      8,690
      34,504
      874
       
       
       
       
       
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 2,359,452
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 -18,424
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 40,790
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 40,790
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 40,790
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 30,871
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 20,200
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 51,071
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 325
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 9,956
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow9,956 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
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrow
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowMargie Boyd Telephone no.right arrow (903) 617-6331

Located atright arrow3300 S BROADWAY SUITE 200TylerTX ZIP+4right arrow75701
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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
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
JENNIFER WALSH Director
1.00 		0    
3300 S BROADWAY
TYLER,TX75701
Darin Walsh Sec/Treas
1.00 		0    
3300 S BROADWAY
TYLER,TX75701
Mark Walsh President
1.00 		0    
3300 S BROADWAY
TYLER,TX75701
Sharon Edberg Vice President
1.00 		0    
3300 S BROADWAY
TYLER,TX75701
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow  
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
Your Philanthropy Foundation Management 90,500
3300 S BROADWAY SUITE 200
Tyler,TX75701
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
34,421,605
b
Average of monthly cash balances.......................
1b
4,074,663
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
38,496,268
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
38,496,268
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
577,444
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
37,918,824
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,895,941
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
1,895,941
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
40,790
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
40,790
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,855,151
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
1,855,151
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
1,855,151
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
3,033,530
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
3,033,530
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 1,855,151
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020...... 48,431
d From 2021......  
e From 2022...... 99,131
f Total of lines 3a through e ........ 147,562
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 3,033,530
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)........ 		0
d Applied to 2023 distributable amount..... 1,855,151
e Remaining amount distributed out of corpus 1,178,379
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 1,325,941
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 ...... 		1,325,941
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020.... 48,431
c Excess from 2021....  
d Excess from 2022.... 99,131
e Excess from 2023.... 1,178,379
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

BERGHEIM VOLUNTEER FIRE DEPARTMENT

PO BOX 4141
BERGHEIM,TX78004 		  PC OUTFIT TWO FIREFIGHTERS WITH STRUCTURAL AND WILDLAND FIRE GEAR 15,000

CEDILLE CHICAGO NFP

5312 N MAGNOLIA
CHICAGO,IL60640 		  PC GENERAL OPERATING SUPPORT 30,000

CHICAGO FILM ARCHIVES NFP

329 WEST 18TH STREET 610
CHICAGO,IL60616 		  PC CFA POST PANDEMIX CAPACITY 80,000

CHICAGO WOMENS HEALTH CENTER

1025 WEST SUNNYSIDE AVE STE 201
CHICAGO,IL60640 		  PC CLINICAL SERVICES PROGRAM 21,000

CIBOLO NATURE CENTER & FARM

140 CITY PARK ROAD
BOERNE,TX78006 		  PC DEEP ROOTS: DEVELOPING LIFE SKILLS AND CAREER READINESS IN FOSTER CARE YOUTH AND THROUGH GARDENING 20,000

CONVOY OF HOPE

1 CONVOY DRIVE
SPRINGFIELD,MO65802 		  PC FEEDING PROGRAMS FOR CHILDREN, COMMUNITY OUTREACHES AND DISASTER RESPONSE 150,000

EXPERIMENTAL SOUND STUDIO

5925 N RAVENSWOOD AVE
CHICAGO,IL60660 		OFFICER ON BOARD PC GENERAL OPERATING SUPPORT, FISCAL AGENT FOR MARIANA MEJIA, SANDRA BINION ARCHIVE PROJECT 95,525

HILLSDALE COLLEGE

33 E COLLEGE STREET
HILLSDALE,MI49242 		  PC TEXAS STUDENT SCHOLARSHIP 20,000

MEDICAL INSTITUTE FOR SEXUAL HEALTH

5999 SUMMERSIDE DR STE 116
DALLAS,TX75252 		  PC ADOPTION OF OUR K-12 SEX EDUCATION STANDARDS IN PUBLIC SCHOOLS IN RED AND PURPLE STATES 50,000

MIDWEST FOOD BANK NFP

2031 Warehouse Rd
Normal,IL61761 		  PC DEVELOPMENT OF TEXAS & PENNSYLVANIA DIVISIONS 60,000

NATIONAL DISASTER SEARCH DOG FOUNDATION

6800 WHEELER CANYON RD
SANTA PAULA,CA93060 		  PC LIFE-SAVING SEARCH TEAMS FOR AMERICA 350,000

ROBERT MCQUEEN HIGH SCHOOL

6055 LANCER STREET
RENO,NV89523 		  PC MCQUEEN HIGH SCHOOL CHOIR 30,660

ROLLAN MELTON ELEMENTARY SCHOOL

6575 ARCHIMEDES LN
RENO,NV89523 		  NC VARIOUS SCHOOL AND TEACHER SUPPLIES 15,000

CHESSKIDZ

18124 WEDGE PARKWAY 241
RENO,NV89511 		  PC GENERAL OPERATING 35,000

TEAM RUBICON

5230 PACIFIC CONCOURSE DRIVE SUITE
LOS ANGELES,CA90045 		  PC TEAM RUBICON UNRESTRICTED READY RESERVE 50,000

WARREN W CHERRY PRESCHOOL

1418 LAKE STREET
EVANSTON,IL60201 		  PC SCHOLARSHIPS FOR FAMILIES OF GREATEST FINANCIAL NEED 30,000
ANTHOLOGY FILM ARCHIVES


32 SECOND AVENUE
NEW YORK,NY10003 		  PC ANTHOLOGY FILM ARCHIVES' CAPACITY BUILDING PROJECT 15,000
ART SHARE LOS ANGELES


801 E 4TH PLACE
LOS ANGELES,CA90013 		  PC ROOF TO RENEWAL: ENHANCING ART SHARE L.A.'S SPCAES FOR CREATIVITY AND COMMUNITY 36,000
EQUIPPING AFRICA


7860 N VILLAGE AVE
TUCSON,AZ85704 		  PC EQUIPPING AFRICA 20,000
UNITED SERVICE ORGANIZATIONS INC


2111 WILSON BLVD STE 1200
ARLINGTON,VA22201 		  PC OPERATIONS & PROGRAMS OCCURRING AT THE USO WARRIOR AND FAMILY SUPPORT CENTER IN SAN ANTONIO 35,000
FRACTURED ATLAS


PO BOX 55
HARTSDALE,NY10530 		  PC IAM RESIDENCY PROJECTS/OPERATIONS - BROWNS GROVE AND APPLACHIAN CULTURAL EXCHANGE/ARTISTS FEES 25,000
FOOD BANK OF NORTHERN NEVADA


550 ITALY DR
SPARKS,NV89437 		  PC CORE FOOD DISTRIBUTION 80,000
AMERICAN MUSEUM OF CERAMIC ART


399 N GAREY AVE
POMONA,CA91711 		  PC GENERAL OPERATING SUPPORT 100,000
FREE2LUV


4701 SW ADMIRAL WAY SUITE 378
SEATTLE,WA98116 		  PC EXPRESS IT! SAVING YOUTH'S LIVES THROUGH MENTAL HEALTH EDUCATION AND THE ARTS 10,000
HEART FOR LEBANON


PO BOX 1294
BLACK MOUNTAIN,NC28711 		  PC TURKEY EARTHQUAKE RESPONSE PLAN 10,000
HYDE PARK ART CENTER


5020 S CORNELL AVE
CHICAGO,IL60615 		  PC GENERAL OPERATING SUPPORT AT HYDE PARK ART CENTER 25,000
MUSIC WITH CONFIDENCE


1380 GREG ST STE 208
SPARKS,NV89431 		  PC MUSIC WITH CONFIDENCE 60,000
CRAFT CONTEMPORARY


5814 WILSHIRE BLVD
LOS ANGELES,CA90026 		  PC CRAFT CONTEMPORARY PROJECTS 30,000
GENESIS THE SCHLESINGER ACADEMY FOR


9595 WILSHIRE BLVD
BEVERLY HILLS,CA92012 		  PC GENESIS STEAM PROGRAMMING 40,000
INSTITUTE OF INQUIRY


68757 BELLERUE ROAD
TWENTYNINE PALMS,CA92277 		  PC CREATIVE FIELDS APPRENTICESHIP PROGRAM, MAKE ART NOT BILLBOARDS WORKSHOP, AND OPERATING SUPPORT 163,500
JOSHUA TREE RETREAT CENTER


PO BOX 1000
JOSHUA TREE,CA92252 		  PC HVAC SYSTEM REPLACEMENT FOR SLEEPING ROOMS 50,000
WATER MISSION


1150 MOLLY GREENE WAY
N CHARLESTON,SC29405 		  PC SAFE WATER AFTER DISASTER - MEETING URGENT NEEDS 40,000
THIRD COAST PERCUSSION NFP


4045 N ROCKWELL ST SUITE 301
CHICAGO,IL60618 		  PC CURRENTS 8,500
SHAMROCK PRODUCTIONS


3435 THORNHILL CT
RENO,NV89509 		  PC SIAMSA - A CELTIC CHRISTMAS 30,000
RYMAN-CARROLL FOUNDATION


1933 S BROADWAY
LOS ANGELES,CA90007 		  PC RYMAN ARTS CORE STUDIO ART PROGRAM 5,000
NEVADA MUSEUM OF ART


160 WEST LIBRARY STREET
RENO,NV89501 		  PC GENERAL OPERATING SUPPORT 50,000

CAROLS KITCHEN INC

244 MAPLE AVE STE W
BEAUMONT,CA92223 		  PC 23-24 DELIVERY TRUCKS OPERATION & MAINTENANCE 10,000
CENTER FOR INQUIRY WEST


2535 W TEMPLE
LOS ANGELES,CA90027 		  PC CENTER FOR INQUIRY WEST 89,000
HYDE PARK ART CENTER


5020 S CORNELL AVE
CHICAGO,IL60615 		  PC FISCAL AGENT SUPPORT FOR SANDRA BINION AND MELIKA BASS 40,000
KECK SCHOOL OF MEDICINE OF USC


1149 S HILL STREET
LOS ANGELES,CA90015 		  NC HEAL MARKETING ASSISTANT TO SUPPORT TED MEYER, ARTIST IN RESIDENCE 70,000
LIFE OPTIONS GREEN HILLS PREGNANCY


PO BOX 283
TRENTON,MO64683 		  PC GENERAL OPERATIONAL BUDGET ASSISTANCE 20,000
MERCY SHIPS


15682 STATE HWY 110 N
LINDALE,TX75771 		  PC PAVING THE WAY FOR SAFER SURGERY IN AFRICA 90,000
NEXT STAGE ARTS PROJECT INC


15 KIMBALL HILL
PUTNEY,VT05346 		  PC NEXT STAGE ARTS CREATIVE COMMUNITY EXPANSION EFFORTS 50,000
HILL COUNTRY PREGNANCY CARE CENTER


439 FABRA ST
BOERNE,TX78006 		  NC PROMOTING HEALTHY FAMILIES WITH PRENATAL AND PARENTING SUPPORT 25,000
NORTHERN ILLINOIS FOOD BANK


273 DEARBORN COURT
GENEVA,IL60134 		    SENIOR GROCERY PROGRAM IN NORTHERN ILLINOIS 10,000
ST VINNYS BISTRO


PO BOX 5303
SAN ANTONIO,TX78201 		    FEEDING THE HOMELESS AT HAVEN FOR HOPE 15,000
TEXAS RAMP PROJECT


PO BOX 832065
RICHARDSON,TX75083 		    SAN ANTONIO RAMP PROJECT 15,000
TUTORING CHICAGO


2145 N HALSTED ST
CHICAGO,IL60614 		    ONE TO ONE TUTORING FOR STUDENTS FACING ECONOMIC BARRIERS 10,000
EXPERIMENTAL STATION


6100 S BLACKSTONE AVE
CHICAGO,IL60637 		    BLACKSTONE BICYCLE WORKS 7,000
PROJECT MEND


5015 WURZBACK RD
SAN ANTONIO,TX78238 		    MEDICAL EQUIPMENT REUSE 15,000
RIVER CITY ADVOCACY


1614 W SAN ANTONIO ST
NEW BRAUNFELS,TX78130 		    GENERAL OPERATING SUPPORT 2023-2024 25,000
SETON FUND OF THE DAUGHTERS OF CHAR


1345 PHILOMENA STREET SUITE 400
AUSTIN,TX78723 		    ASMCA PATIENT COMPASSION CLOSET 15,000
SPARK GROWTH


58213 CALIENTE STREET
YUCCA VALLEY,CA92284 		    LITERACY AND ART MOBILE 5,000
THE CENTER FOR INTERNATIONAL PERFOR


5555 N SHERIDAN RD
CHICAGO,IL60640 		    HOTHOUSEGLOBAL 15,000
UNIVERISTY OF TEXAS FOUNDATION FOR


9011 MOUNTAIN RIDGE DRIVE
AUSTIN,TX78759 		    STRONG STAR DEW FOUNDATION WARRIOR RESILIENCY TRAVEL FUND 30,000
NOIS PERFORMING ARTS ORGANIZATION N


7012 CHURCH ST
MORTON GROVE,IL60053 		  NC ~NOIS 23/24 CHICAGO CONCERT SEASON 5,000
ABILITYFIRST


789 NORTH FAIR OAKS AVE
PASADENA,CA91103 		  NC 2023 ABILITYFIRST CAMP PAIVIKA GRANT REQUEST 25,000
BANDWITH CHICAGO


212 S FRANCISCO AVE
CHICAGO,IL60612 		  NC BANDWITH CHICAGO PERFORMING ARTS PROGRAM 30,000
CHILDSAFE


3730 IH-10 EAST
SAN ANTONIO,TX78220 		  NC CORE SERVICES FOR VICTIMS OF CHILD MALTREATMENT 50,000
COPPER MOUNTAIN COLLEGE FOUNDATION


PO BOX 1398
JOSHUA TREE,CA92252 		  PC COPPER MOUNTAIN COLLEGE CERAMICS 5,000
FRIENDS OF THE ISREAL DEFENSE FORCE


60 EAST 42ND STREET
NEW YORK,NY10165 		  NC GENERAL SUPPORT FOR FRIENDS OF IDF 25,000
GUARDIAN HOUSE


1818 SAN PEDRO AVE
SAN ANTONIO,TX78212 		  NC SUPERVISED VISITATIONS AND EXCHANGES FOR GUARDIAN HOUSE 50,000
HABITAT FOR HUMANITY OF SAN ANTONIO


311 PROBANDT
SAN ANTONIO,TX78204 		  NC HABITAT'S AFFORDABLE HOME BUILDING PROGRAM 25,000
HILL COUNTRY DAILY BREAD MINISTRIES


38 CASCADE CAVERNS ROAD
BOERNE,TX78015 		  NC STAND BY ME AT RISK STUDENT MENTORING PROGRAM 5,000
HOMEROOM NFP


2257 W MONROE ST
CHICAGO,IL60612 		  NC HOMEROOM NFP 3,000
K9S FOR WARRIORS


4630 STATE HWY 151
SAN ANTONIO,TX78227 		  NC K9S FOR WARRIORS TEXAS 20,000
KERR COUTY CHRISTIAN ACTION COUNCIL


PO BOX 291832
KERRVILLE,TX78029 		  NC IT EQUIPMENT AND FURNISHING UPGRADES 5,000
MII-TREE VETERAN PROJECT


PO BOX 1762
JOSHUA TREE,CA92252 		  NC MII-TREE VETERAN PROJECT 10,000
NATIONAL RECYCLING COALITION


1344 TIPTON STREET
BERTHOUD,CO80513 		  NC NATIONAL RECYCLING COALITION - WEBSITE/TECHNOLOGY UPGRADES 20,000
NORTHERN NEVADA BLACK CULTURAL AWAR


690 ROBINHOOD DR
RENO,NV89533 		  NC JUNETEENTH CELEBRATION 5,000
OLD IRVING PARK COMMUNITY CLINIC


5425 W ADDISON STREET
CHICAGO,IL60641 		  NC FREE MEDICAL CARE FOR UNINSURED ADULTS 18 AND OLDER 25,000
OPEN STUDIO PROJECT


903 SHERMAN AVE
EVANSTON,IL60202 		  NC GENERAL OPERATING 80,000
SISTA AFYA COMMUNITY CARE NFP


4747 S ST LAWRENCE AVENUE
CHICAGO,IL60615 		  NC SISTA AFYA COMMUNITY CARE'S DEVELOPING MENTAL WELLNESS WARRIORS PROGRAM 10,000
TEXAS EMPOWERMENT ACADEMY


6414 NORTH HAMPTON DR
AUSTIN,TX78723 		  NC TEXAS EMPOWERMENT ACADEMY 30,000
THE CHILDREN'S SHELTER


2939 W WOODLAWN AVE
SAN ANTONIO,TX78228 		  NC GENERAL OPERATIONS 10,000
THE HERITAGE FOUNDATION


214 MASSACHUSETTS AVE NE
WASHINGTON,DC20002 		  NC 2025 PROJECT 25,000
VOLUNTEER LEGAL SERVICES OF CENTRAL


8001 CENTRE PARK DRIVE SUITE 120
AUSTIN,TX78754 		  NC PRO-BONO LEGAL SERVICES FOR SURVIVORS OF DOMESTIC VIOLENCE 15,000
Total .................................right arrow 3a 2,919,185
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 ........... 		    14 109,793  
4 Dividends and interest from securities ....     14 726,059  
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 ............ 		      2,033 2,357,419
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    1    
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   837,885 2,357,419
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,195,304
(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: 23017517
Software Version: 2023v5.1


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
DEW FOUNDATION
EIN:
26-2169255
Software ID:
23017517
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 5,735 2,868 0 2,867

TY 2023 OtherExpensesSchedule
Name:
DEW FOUNDATION
EIN:
26-2169255
Software ID:
23017517
Software Version:
2023v5.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 80 8   72
DUES & SUBSCRIPTIONS 128 13   115
OFFICE SUPPLIES 668     668
POSTAGE & DELIVERY 1,268 380   888
SOFTWARE 2,703     2,703
WEBSITE EXPENSES 599     599


TY 2023 OtherIncreasesSchedule
Name:
DEW FOUNDATION
EIN:
26-2169255
Software ID:
23017517
Software Version:
2023v5.1
Description Amount
NON-DIVIDEND DISTRIBUTIONS 3,042


TY 2023 OtherLiabilitiesSchedule
Name:
DEW FOUNDATION
EIN:
26-2169255
Software ID:
23017517
Software Version:
2023v5.1
Description Beginning of Year - Book Value End of Year - Book Value
CREDIT CARD PAYABLE 1,481 1,434


TY 2023 OtherProfessionalFeesSchedule
Name:
DEW FOUNDATION
EIN:
26-2169255
Software ID:
23017517
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADMINISTRATION/CONSULTING 90,500 18,100 0 72,400
INVESTMENT MANAGEMENT FEES 229,498 229,498 0 0


TY 2023 TaxesSchedule
Name:
DEW FOUNDATION
EIN:
26-2169255
Software ID:
23017517
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 6,137 6,137