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
ALEXANDER C MACINTYRE CHARITABLE TRUST II
 
Number and street (or P.O. box number if mail is not delivered to street address)1835 S BAYSHORE DRIVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Miami, FL33133
A Employer identification number

59-2742846
B Telephone number (see instructions)

(305) 519-4955
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$1,764,560J 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      
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
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)..... 0  
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
158,100 158,100  
12 Total. Add lines 1 through 11........ 158,100 158,100  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 38,503 38,503    
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 0      
b Accounting fees (attach schedule)....... 1,700 1,700    
c Other professional fees (attach schedule).... 0      
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
0      
19 Depreciation (attach schedule) and depletion... 0    
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
-288 -288    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 39,915 39,915   0
25 Contributions, gifts, grants paid....... 50,096 50,096
26 Total expenses and disbursements. Add lines 24 and 25 90,011 39,915   50,096
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 68,089
b Net investment income (if negative, enter -0-) 118,185
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............. 242,521 6,743 6,743
2 Savings and temporary cash investments.........      
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).....   0  
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow     0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
12 Investments—mortgage loans............. 1,433,950 1,757,817 1,757,817
13 Investments—other (attach schedule).......... 20,000 0 0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
15 Other assets (describe right arrow) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,696,471 1,764,560 1,764,560
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons   0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe right arrow) 0 0
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 1,696,471 1,764,560
29 Total net assets or fund balances (see instructions)..... 1,696,471 1,764,560
30 Total liabilities and net assets/fund balances (see instructions). 1,696,471 1,764,560
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
1,696,471
2
Enter amount from Part I, line 27a .....................
2
68,089
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,764,560
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
1,764,560
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.)
1a
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
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
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  
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 1,643
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,643
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,643
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid with the Original Return: 0 7 0
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 61
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 1,704
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
 
No
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right 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 arrowSHEFFIELD BESSELLIEU Telephone no.right arrow (305) 519-4955

Located atright arrow1835 SOUTH BAYSHORE DRIVEMiamiFL ZIP+4right arrow33133
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
Yes
 
If "Yes," list the years right arrow2022, 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
 
No
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
 
No
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
SHEFFIELD BESSELLIEU TRUSTEE
6.00 		38,503 0 0
1835 SOUTH BAYSHORE DRIVE
Miami,FL33133
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 N/A 0
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 N/A 0
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
0
b
Average of monthly cash balances.......................
1b
131,067
c
Fair market value of all other assets (see instructions)................
1c
1,645,723
d
Total (add lines 1a, b, and c).........................
1d
1,776,790
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
1,776,790
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
26,652
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,750,138
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
87,507
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
87,507
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,643
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,643
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
85,864
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
85,864
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
85,864
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
50,096
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
50,096
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 85,864
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 2,760
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 50,096
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		2,760
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 47,336
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		2,760
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		38,528
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

1000 Friends of Florida

300 MONROE STREET
TALLAHASEE,FL32301 		  PC Community Outreach 50

AASLH

2021 21ST AVENUE S
NASHVILLE,TN37212 		  PC Historical Societies and Related Activities 95

Central Florida Zoo

PO Box 470309
Lake Monroe,FL32747 		  PC Wildlife Education and Conservation 0

Charles Schwab Advise Fund

PO BOX 982605
EL PASO,TX79998 		  PC VARIOUS 16,000

Coconut Grove Cares

3870 Grand Ave
MIAMI,FL33133 		  PC Neighborhood Center 0

Coral Gables Chapter DAR

6601 Chapman Field Dr
MIAMI,FL33156 		  PC Historical Activites 506

Coral Gables Garden Club

100 ANASTASIA AVENUE
CORAL GABLES,FL33134 		  PC HORTICULTURE 550

Cure Alzheirmers Fund

34 Washington Street Suite 310
Wellesley Hills,MA02481 		  PC Alzheimers and Dementia Research 0

Dade Heritage Trust

190 SE 12TH TERRACE
MIAMI,FL33131 		  PC ARCHITECTURAL PRESERVATION 2,550

Enviornmental Defense Fund

257 Park Avenue South 17th Floor
NEW YORK,NY10010 		  PC Environmental Preservation 30

Faichild Tropical Botanic Garden

10901 OLD CUTLER ROAD
CORAL GABLES,FL33156 		  PC HORTICULTURE 0

First Presbyterian Church of Ogdensburg

609 BRICKELL AVENUE
MIAMI,FL33131 		  PC CHRISTIAN WORSHIP AMD MINISTRY 0

Florida Humanities Council Inc

599 2nd St
St Petersburg,FL33701 		  PC Humanities Organizations 110

Florida Trust for Historic Preservation

906 E Park Ave
Tallahassee,FL32301 		  PC HISTORIC PRESERVATION 50

Fort Kent Historical Society

3 Market Street
FORT KENT,ME04743 		  PC HISTORIC PRESERVATION 50

Frederic Remington Art Museum

303 WASHINGTON STREET
OGDENSBURG,NY13669 		  PC ART MUSEUM 2,050

Frost Museum of Science

1101 BISCAYNE BLVD
MIAMI,FL33132 		  PC SCIENCE EDUCATION 1,000

Green Bean Ski Club

PO Box 566
FORT KENT,ME04743 		  PC YOUTH OUTREACH 2,000

Guatamalan Tomorrow Fund

PO Box 3636
Tequesta,FL33469 		  PC International and Community Development 0

Habitat for Humanity

3800 W 22ND AVENUE
MIAMI,FL33142 		  PC ECUMENICAL MINISTRY 0

HEIFER International

1 WORLD AVENUE
LITTLE ROCK,AR72202 		  PC HUNGER AND POVERTY PROJECTS 0

History Miami Museum

101 West Flagler Street
MIAMI,FL33130 		  PC Historical Activites 50

Junior League

713 BILTMORE WAY
CORAL GABLES,FL33134 		  PC WOMEN VOLUNTARISM 2,151

Kennedy Center

2440 RESERVOIR AVENUE
Trumbull,CT06611 		  PC Developmental disability services 0

Kristi House

1265 NW 12th Ave
MIAMI,FL33136 		  PC Child Welfare 0

Labrador Ret Rescue

1950 NE 6 STREET RM/STE 10365
Pompano Beach,FL33060 		  PC Animal Welfare 0

Lincoln Park Zoo

2001 N CLARK ST
CHICAGO,IL60614 		  PC Wildlife Education and Conservation 0

Lowe Art Museum

1301 Stanford Dr
CORAL GABLES,FL33146 		  PC Art Museum 60

Miami Beach Botanical Garden

2000 CONVENTION CENTER DRIVE
MIAMI BEACH,FL33139 		  PC HORTICULTURE 50

Miami Design Preservation League

PO BOX 190180
Miami Beach,FL33139 		  PC Historical Activites 50

Miami FDN Give Miami

40 NW 3rd Street Suite 305
MIAMI,FL33128 		  PC Community Development 6,397

National Audobon Society

225 VARICK STREET 7TH FLOOR
NEW YORK,NY10014 		  PC ENVIRONMENTAL CONSERVATION 50

National Museum of Women in the Arts

1250 NEW YORK AVENUE NW
WASHINGTON DC,DC20005 		  PC Art 1,050

Natives of Dade

PO Box 144353
Coral Gables,FL33134 		  PC Community Outreach 0

Northfield Mount Hermon School

OME LAMPLIGFOER WAY
GILL,MA01354 		  PC EDUCATION 4,000

Planned Parenthood

123 WILLIAM ST10TH FLOOR
NEW YORK,NY10038 		  PC Health Care Access 0

Plymouth Congregational Church

3400 DEVON ROAD
MIAMI,FL33133 		  PC CHRISTIAN FELLOWSHIP 1,000

Plymouth Preschool of Plymouth Church

3400 DEVON ROAD
MIAMI,FL33133 		  PC CHRISTIAN FELLOWSHIP 1,500

Shriners Hospitals for Children

2900 N ROCKY POINT DR
Tampa,FL33607 		  PC Pediatric Hospital Care 25

South Florida PBS

3401 S CONGRES WENT-E
BOYNTON BEACH,FL33426 		  PC PUBLIC INFORMATION 0

St Labre Indian School

PO Box 758601
TOPEKA,KS66675 		  PC Elementary and Secondary Eduction 50

The Barnacle Society

3485 MAIN HWY
MIAMI,FL33133 		  PC Historical Activies 0

The Michael J Fox Foundation

PO BOX 4777
NEW YORK,NY10163 		  PC Brain and nervous system disorders 0

The Villagers

PO BOX 141843
CORAL GABLES,FL33134 		  PC COMMUNITY PROGRAMS 465

The Wolfsonian

11200 SW 8TH ST
MIAMI,FL33199 		  PC Art 1,000

The Women's Club of Coconut Grove

2985 S BAYSHORE DRIVE
Miami,FL33133 		  PC WOMENS EMPOWERMENT 357

Tropical Audobon Society

5530 SUNSET DRIVE
Miami,FL33143 		  PC EDUCATION AND RESEARCH 0

Tropical Flowering Tree Society

10901 Old Cutler Road
Coral Gables,FL33156 		  PC Nature Education and Conservation 70

Tropical Rose Society

8411 SW 84th Avenue
Miami,FL33143 		  PC Plant biodiversity 20

Trust for Public Land

PO Box 889336
Los Angelas,CA90088 		  PC Environment 50

University of Maine at Fort Kent

23 UNIVERSITY DRIVE
FORT KENT,ME04743 		  PC EDUCATION 1,000

Viscaya

3251 S Miami Ave
Miami,FL33129 		  PC Historic Preservation 70

Washington National Cathedral

23 UNIVERSITY DRIVE
FORT KENT,ME04743 		  PC EDUCATION 50

Wilderness Society

1801 PENNSYLVANIA AVENUE W
WASHINGTON DC,DC20006 		  PC CONSERVATION 0

Zoo Miami Foundation

12400 SW 152ND ST
MIAMI,FL33177 		  PC Wildlife Education and Conservation 500

American Forests

1200 L Street NW STE 750
WASHINGTON DC,DC20005 		  PC Conservation and Reforestation of Forests 35

American Lung Association

55 West Wacker Drive STE 1150
CHICAGO,IL60601 		  PC Disease Prevention 10

C2C Epic Youth

19701 SW 127 Avenue
MIAMI,FL33177 		  PC YOUTH 162

Castaways Against Cancer

8724 Sunset Drive 357
MIAMI,FL33173 		  PC CANCER 106

Coconut Grove Elementary PTA

3351 Matilda St
MIAMI,FL33133 		  PC Parent Teacher Involvement 1,000

CofMiami Black Police Precinct Court Musium

480 NW 11th St
MIAMI,FL33136 		  PC History Museums 100

Coral Gables Museum

285 Aragon Ave
MIAMI,FL33134 		  PC Museum Community Programs 600

Cure Duchenne

100 Bayview Circle Suite 5600
Newport Beach,CA92660 		  PC Diseases and Conditions 350

Cystic Fibrosis Foundation

4550 Montgomery AvenueSuite 1100N
Bethesda,MD20814 		  PC Disease Research and Prevention 50

Doctors Without Borders

40 Rector Street 16th Floor
NEW YORK,NY10006 		  PC Disasters and emergency management 25

Dolphins Cycling Challenge

347 DON SHULA DR
MIAMI,FL33056 		  PC Cancer Prevention and Treatment 50

FRIENDS

1840 NE 65th Court
Fort Lauderdale,FL33308 		  PC Horse Rescue 50

Historic Preservation of Coral Gables

CORAL GABLES
MIAMI,FL33134 		  PC PERSERVATION 100

Humane Society of Greater Miami

16101 W Dixie Highway
MIAMI,FL33180 		  PC Animal Welfare 20

Jackson Historical Society

P O Box 8
JACKSON,NH03846 		  PC Art Collection 100

Miami Pioneers and Natives of Dade

PO Box 144353
MIAMI,FL33114 		  PC Historical Society 20

Miami Woman's Club

1737 North Bayshore Dr
MIAMI,FL33132 		  PC Womans Rights Advocacy 170

Museum of the White Mountains

17 High StreetMSC 73
Plymouth,NH03264 		  PC Art Collection 100

National Parks Conservation Association

777 6th Street NW Suite 700
Washington DC,DC20001 		  PC Natural Resources Conservation 25

National World War II Museum

945 Magazine St
New Orleans,LA70130 		  PC History Museum 100

New Hampshire Historical Society

30 Park Street
Concord,NH03301 		  PC History Museum 100

Save the Redwoods League

111 Sutter Street 11th Floor
San Francisco,CA94104 		  PC Forest Preservation 25

The First Presbyterian Church of Miami

609 Brickell Ave
MIAMI,FL33131 		  PC Christian Fellowship 1,000

The Play Ball Foundation

60 Thoreau Street Box 255
Concord,NH01742 		  PC Exercise 105

The Turtle Hospital

2396 Overseas Hwy
Marathon,FL33050 		  PC Endangered Species Protection 150

University of Miami

coral gables
Miami,FL33146 		  PC EDUCATION 350

Westminster Academy

5601 N Federal Hwy
Ft Lauderdale,FL33308 		  PC Elementar and Secondary Education 50

Women for Women International

2000 M Street NW Suite 200
Washington DC,DC20036 		  PC International Economics and Trade 35

Wrathes Across America

PO Box 249 4 Point Street
Columbia Falls,ME04623 		  PC Military/Veterans Organizations 52
Total .................................right arrow 3a 50,096
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....          
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 ............ 		         
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aNone 		000000 0      
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0    
13Total. Add line 12, columns (b), (d), and (e)..................
13
0
(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:  
Part VI Line 7 - Tax Paid with the Original Return: 0


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 OtherExpensesSchedule
Name:
ALEXANDER C MACINTYRE CHARITABLE TRUST II
EIN:
59-2742846
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
SUPPLIES 358 358    
BANK 25 25    
FedTax -621 -621    
OTHER -50 -50    


TY 2023 OtherIncomeSchedule2
Name:
ALEXANDER C MACINTYRE CHARITABLE TRUST II
EIN:
59-2742846
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INVESTMENT INCOME 158,100 158,100  


TY 2023 TaxesSchedule
Name:
ALEXANDER C MACINTYRE CHARITABLE TRUST II
EIN:
59-2742846
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
SUPPLIES