Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE MARY ALICE FORTIN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)201 CHILEAN AVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PALM BEACH, FL33480
A Employer identification number

59-2469696
B Telephone number (see instructions)

(561) 835-0103
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$292,164,338J 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) 575,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 5 5  
4 Dividends and interest from securities... 4,496,397 4,496,397  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
3,609,349
b Gross sales price for all assets on line 6a 142,044,892
7 Capital gain net income (from Part IV, line 2)... 3,588,535
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
643,730 670,031 0
12 Total. Add lines 1 through 11........ 9,324,481 8,754,968 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,881,331 940,666   940,666
14 Other employee salaries and wages...... 87,002 43,501   43,501
15 Pension plans, employee benefits....... 821,244 410,622   410,622
16a Legal fees (attach schedule)......... 0 0 0 0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
50,715 25,358 0 25,358
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,659,959 1,659,959 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
173,319 24,628 0 0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
55,820 0 0
20 Occupancy.............. 18,980      
21 Travel, conferences, and meetings....... 24,787      
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
364,881 608,733 0 62,776
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,138,038 3,713,467 0 1,482,923
25 Contributions, gifts, grants paid....... 12,349,625 12,349,625
26 Total expenses and disbursements. Add lines 24 and 25 17,487,663 3,713,467 0 13,832,548
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -8,163,182
b Net investment income (if negative, enter -0-) 5,041,501
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 7,948,494 6,278,322 6,278,322
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   0 0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow   0 0 0
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0 0
7 Other notes and loans receivable (attach schedule) right arrow0
Less: allowance for doubtful accounts right arrow0 0 0 0
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,250,000 Click to see attachment
List of Attached Documents:
// Content
2,825,576 		2,839,282
b Investments—corporate stock (attach schedule)....... 137,563,391 Click to see attachment
List of Attached Documents:
// Content
128,618,976 		231,741,731
c Investments—corporate bonds (attach schedule)....... 537,829 Click to see attachment
List of Attached Documents:
// Content
479,206 		503,328
11 Investments—land, buildings, and equipment: basis right arrow0
Less: accumulated depreciation (attach schedule) right arrow0 0   0
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 44,273,145 Click to see attachment
List of Attached Documents:
// Content
47,687,346 		47,713,329
14 Land, buildings, and equipment: basis right arrow3,490,604
Less: accumulated depreciation (attach schedule) right arrow402,258 3,144,166 Click to see attachment
List of Attached Documents:
// Content
3,088,346 		3,088,346
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) 194,717,025 188,977,772 292,164,338
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)...... 0 0
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 194,717,025 188,977,772
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 194,717,025 188,977,772
30 Total liabilities and net assets/fund balances (see instructions). 194,717,025 188,977,772
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
194,717,025
2
Enter amount from Part I, line 27a .....................
2
-8,163,182
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,423,929
4
Add lines 1, 2, and 3 ..........................
4
188,977,772
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
188,977,772
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b CAPITAL GAIN FROM PASS-THROUGH P    
c CAPITAL LOSS FROM PASS-THROUGH      
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 141,823,798   138,435,541 3,388,257
b 221,094     221,094
c     20,816 -20,816
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     0 3,388,257
b     0 221,094
c     0 -20,816
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 3,588,535
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 0
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 70,077
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 70,077
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 70,077
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 190,030
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 130,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 320,030
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 249,953
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow249,953 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 arrowFL
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 arrowhttps://mafortinfoundation.org/
14
The books are in care ofright arrowDANIELLE H MOORE Telephone no.right arrow (561) 835-0103

Located atright arrow201 CHILEAN AVEPALM BEACHFL ZIP+4right arrow33480
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)
Yes
 
(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
Yes
 
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
 
No
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
DANIELLE HICKOX MOORE PRESIDENT & TREASURER
20.000 		648,886 66,000 0
201 CHILEAN AVE
PALM BEACH,FL33480
LESLY S SMITH DIRECTOR
20.000 		547,755 66,000 0
201 CHILEAN AVE
PALM BEACH,FL33480
SUSAN STOCKARD CHANNING DIRECTOR
20.000 		427,027 66,000 0
201 CHILEAN AVE
PALM BEACH,FL33480
NICK R CLADIS DIRECTOR
10.000 		30,000 0 0
201 CHILEAN AVE
PALM BEACH,FL33480
LARRY B ALEXANDER Secretary & Director
10.000 		137,663 66,000 0
201 CHILEAN AVE
PALM BEACH,FL33480
CAROL MCCRACKEN DIRECTOR
10.000 		30,000 0 0
201 CHILEAN AVE
PALM BEACH,FL33480
Betsy TURNER DIRECTOR
10.000 		30,000 0 0
201 CHILEAN AVE
PALM BEACH,FL33480
WALTER L ROSS III DIRECTOR
10.000 		30,000 0 0
201 CHILEAN AVE
PALM BEACH,FL33480
Diane Wilson DIRECTOR
10.000 		0 0 0
201 CHILEAN AVE
PALM BEACH,FL33480
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
MICHELLE BRUZIK Grant Administrator
40.000 		62,002 3,100 0
201 CHILEAN AVE
PALM BEACH,FL33480
Total number of other employees paid over $50,000...................right arrow 1
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
 
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
227,767,092
b
Average of monthly cash balances.......................
1b
13,038,712
c
Fair market value of all other assets (see instructions)................
1c
46,737,351
d
Total (add lines 1a, b, and c).........................
1d
287,543,155
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
287,543,155
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
4,313,147
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
283,230,008
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
14,161,500
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
14,161,500
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
70,077
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
70,077
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
14,091,423
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
14,091,423
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
14,091,423
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
13,832,548
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
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
13,832,548
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 14,091,423
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 12,127,163
b Total for prior years:20 , 20, 2019 0
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$ 13,832,548
a Applied to 2022, but not more than line 2a 12,127,163
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 1,705,385
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023.   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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		12,386,038
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).)
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

211 Palm BeachesTreasure Coast

PO Box 3588
Lantana,FL33465 		NONE PC GENERAL SUPPORT FOR PROGRAMS 12,000

Achievement Centers for Children & Families

555 Northwest 4th Street
Delray Beach,FL33444 		NONE PC GENERAL SUPPORT FOR PROGRAMS 17,500

Adaptive Design Association

313 W 36th Street
New York,NY10018 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Adaptive Performance Center

1420 Broadwater Avenue
Billings,MT59102 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

Adopt-A-Family of the Palm Beaches

1712 Second Avenue N
Lake Worth,FL33460 		NONE PC GENERAL SUPPORT FOR PROGRAMS 94,000

Adoption Alliance

7303 Blanco Road
San Antonio,TX78216 		NONE PC GENERAL SUPPORT FOR PROGRAMS 8,000

Adult Resource Alliance of Yellowstone County

1505 Avenue D
Billings,MT59102 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Ahimsa House

PO Box 2173
Tucker,GA30085 		NONE PC GENERAL SUPPORT FOR PROGRAMS 7,500

Alzheimers Community Care

1615 Forum Place 5th Floor
West Palm Beach,FL33401 		NONE PC GENERAL SUPPORT FOR PROGRAMS 79,000

American Friends of British Art

PO Box 2842
Palm Beach,FL33480 		NONE PC GENERAL SUPPORT FOR PROGRAMS 1,000

American Heart Association - Palm Beach

2300 Centrepark West Drive
West Palm Beach,FL33407 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

American Humane

251 Royal Palm Way Suite 450
Palm Beach,FL33480 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

American Red Cross Palm Beach & Treasure Coast

1250 Northpoint Parkway
West Palm Beach,FL33407 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Animal Haven

200 Centre Street
New York,NY10013 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

ARC of Palm Beach County

1201 Australian Avenue
Riviera Beach,FL33404 		NONE PC GENERAL SUPPORT FOR PROGRAMS 49,000

ARC of the Glades

4250 NW 16th Street
Belle Glade,FL33430 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Art Division

PO Box 627
South Pasadena,CA91031 		NONE PC GENERAL SUPPORT FOR PROGRAMS 20,000

Art House Cinema

109 N 30th Street
Billings,MT59101 		NONE PC GENERAL SUPPORT FOR PROGRAMS 50,000

ASPCA

520 8th Avenue 7th Floor
New York,NY10018 		NONE PC GENERAL SUPPORT FOR PROGRAMS 1,000

Back to Basics

2365 Vista Parkway Suite 19
West Palm Beach,FL33411 		NONE PC GENERAL SUPPORT FOR PROGRAMS 12,000

Barker Mansion LLC

PO Box 31432
Palm Beach Gardens,FL33420 		NONE PC GENERAL SUPPORT FOR PROGRAMS 30,000

Barky Pines Animal Rescue & Sanctuary

6521 Carol Street
Loxahatchee,FL33470 		NONE PC GENERAL SUPPORT FOR PROGRAMS 30,000

Bath & Tennis Club Historic Building Preservation Foundation

1170 S Ocean Blvd
Palm Beach,FL33480 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Best Foot Forward Foundation

9080 Kimberly Boulevard Suite 10
Boca Raton,FL33434 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Billings Catholic Schools Foundation

3 Broadwater Avenue
Billings,MT59101 		NONE PC GENERAL SUPPORT FOR PROGRAMS 20,000

Billings Christian Schools

3031 Grand Avenue Suite 100 - 106
Billings,MT59102 		NONE PC GENERAL SUPPORT FOR PROGRAMS 50,000

Billings Clinic Foundation

PO Box 31031
Billings,MT59107 		NONE PC GENERAL SUPPORT FOR PROGRAMS 1,500,000

Billings Family YMCA

402 North 32nd Streeet
Billings,MT59101 		NONE PC GENERAL SUPPORT FOR PROGRAMS 120,000

Billings Public Library Foundation

510 North Broadway
Billings,MT59101 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

Blue Waters Dog Rescue

509 SW 2nd Place
Pompano Beach,FL33060 		NONE PC GENERAL SUPPORT FOR PROGRAMS 3,500

Boys & Girls Club of Martin County

PO Box 910
Hobe Sound,FL33475 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Boys & Girls Club of Pasadena

3230 E Del Mar Boulevard
Pasadena,CA91107 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Boys & Girls Clubs of Newport County

95 Church Street
Newport,RI02840 		NONE PC GENERAL SUPPORT FOR PROGRAMS 1,000

Boys & Girls Clubs of Palm Beach County

800 Northpoint Parkway Suite 204
West Palm Beach,FL33407 		NONE PC GENERAL SUPPORT FOR PROGRAMS 389,000

Boys & Girls Clubs of Palm Beach County - Career Bound 20

800 Northpoint Parkway Suite 204
West Palm Beach,FL33407 		NONE PC GENERAL SUPPORT FOR PROGRAMS 250,000

Boys & Girls Clubs of Palm Beach County

STARS Scholarship Program - Youth 8
00 Northpoint Parkway Suite 204
West Palm Beach,FL33407 		NONE PC GENERAL SUPPORT FOR PROGRAMS 150,000

Boys & Girls Clubs of Yellowstone County

505 Orchard Lane
Billings,MT59101 		NONE PC GENERAL SUPPORT FOR PROGRAMS 70,000

BreakthroughMiami

3250 SW 3rd Avenue 6th Floor
Miami,FL33129 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Busch Wildlife Sanctuary

17855 Rocky Pines Road
Jupiter,FL33478 		NONE PC GENERAL SUPPORT FOR PROGRAMS 250,000

Cancer Alliance of Help & Hope

44 Cocoanut Row T-10
Palm Beach,FL33480 		NONE PC GENERAL SUPPORT FOR PROGRAMS 119,000

Cardinal Newman High School

512 Spencer Drive
West Palm Beach,FL33409 		NONE PC GENERAL SUPPORT FOR PROGRAMS 110,000

Caridad Center

8645 W Boynton Beach Boulevard
Boynton Beach,FL33472 		NONE PC GENERAL SUPPORT FOR PROGRAMS 104,000

Carpenters Boat Shop

440 Old Country Road
Pemaquid,ME04458 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Carrollton School of the Sacred Heart

3747 Main Highway
Miami,FL33133 		NONE PC GENERAL SUPPORT FOR PROGRAMS 25,000

Catholic Charities of Tennessee

2806 McGavock Pike
Nashville,TN37214 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Center for Child Counseling

8895 N Military Trail Suite 300C
Palm Beach Gardens,FL33410 		NONE PC GENERAL SUPPORT FOR PROGRAMS 40,000

Center for Trauma Counseling

6801 Lake Worth Road Suite 307
Greenacres,FL33467 		NONE PC GENERAL SUPPORT FOR PROGRAMS 30,000

Challenged Athletes Foundation

9591 Waples Streeet
San Diego,CA92121 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Child Bridge

PO Box 5374
Missoula,MT59806 		NONE PC GENERAL SUPPORT FOR PROGRAMS 17,500

Childrens Cancer Research Fund

7301 Ohms Lane Suite 355
Minneapolis,MN55439 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Childrens Home Society of Florida

3335 Forest Hill Boulevard
West Palm Beach,FL33406 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

Chinook Horses

2816 Palm Drive
Billings,MT59102 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Chrysalis Center

522 S Main Street
Los Angeles,CA90013 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

City Harvest

150 52nd Streeet
Brooklyn,NY11232 		NONE PC GENERAL SUPPORT FOR PROGRAMS 50,000

Clinics Can Help

2560 Westgate Avenue
West Palm Beach,FL33409 		NONE PC GENERAL SUPPORT FOR PROGRAMS 55,000

Community Coalition

10 North Main Street
Phoenixville,PA19460 		NONE PC GENERAL SUPPORT FOR PROGRAMS 1,000

Community Leadership & Development Inc

PO Box 3381
Billings,MT59103 		NONE PC GENERAL SUPPORT FOR PROGRAMS 184,000

Compass

201 N Dixie Highway
Lake Worth Beach,FL33460 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Cox Science Center and Aquarium

4801 Dreher Trail
West Palm Beach,FL33405 		NONE PC GENERAL SUPPORT FOR PROGRAMS 270,000

CROS Ministries

3677 23rd Avenue South B-101
Lake Worth,FL33461 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

Darbster Foundation

1226 Omar Road
West Palm Beach,FL33405 		NONE PC GENERAL SUPPORT FOR PROGRAMS 9,000

Delaware Opportunities Inc

35430 State Highway 10
Hamden,NY13782 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Diocese of Palm Beach Office of Catholic Schools

9995 N Military Trail
Palm Beach Gardens,FL33410 		NONE PC GENERAL SUPPORT FOR PROGRAMS 300,000

Direct Relief

6100 Wallace Becknell Road
Santa Barbara,CA93117 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Dreyfoos School of the Arts Foundation

PO Box 552
West Palm Beach,FL33402 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Duke University - Bass Connections

PO Box 90600
Durham,NC27708 		NONE PC GENERAL SUPPORT FOR PROGRAMS 1,000,000

Duke University - Iron Dukes

PO Box 90600
Durham,NC27708 		NONE PC GENERAL SUPPORT FOR PROGRAMS 18,000

Duke University - Kenan Institute of Ethics

PO Box 90600
Durham,NC27708 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

Duke University - Trinity College Annual Fund

PO Box 90600
Durham,NC27708 		NONE PC GENERAL SUPPORT FOR PROGRAMS 20,000

Education Foundation for Billings Public Schools

415 N 30th Street
Billings,MT59101 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

El Sol

106 Military Trail
Jupiter,FL33458 		NONE PC GENERAL SUPPORT FOR PROGRAMS 12,500

Elemental Music

1906 Olympic Blvd
Santa Monica,CA90404 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

English Speaking Union - Palm Beach

218 Worth Court N
West Palm Beach,FL33405 		NONE PC GENERAL SUPPORT FOR PROGRAMS 1,500

Episcopal Church of Bethesda-by-the Sea

141 S County Road
Palm Beach,FL33480 		NONE PC GENERAL SUPPORT FOR PROGRAMS 2,750

Everglades Foundation

18001 Old Cutler Road Suite 625
Palmetto Bay,FL33157 		NONE PC GENERAL SUPPORT FOR PROGRAMS 27,100

Everglades Law Center

378 Northlake Blvd Suite 105
North Palm Beach,FL33408 		NONE PC GENERAL SUPPORT FOR PROGRAMS 7,500

Families First of Palm Beach County

3333 Forest Hill Boulevard 2nd Flo
West Palm Beach,FL33406 		NONE PC GENERAL SUPPORT FOR PROGRAMS 50,000

Family Promise of Yellowstone Valley

10 S 26th Street
Billings,MT59101 		NONE PC GENERAL SUPPORT FOR PROGRAMS 40,000

Family Service

PO Box 1020
Billings,MT59103 		NONE PC GENERAL SUPPORT FOR PROGRAMS 105,000

Family Support Network

1002 10th Street W Suite 1
Billings,MT59102 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Farmhouse Rescue

19741 Live Oak Canyon Road
Trabuco Canyon,CA92679 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Farmworker Coordinating Council

1123 Crestwood Boulevard
Lake Worth,FL33460 		NONE PC GENERAL SUPPORT FOR PROGRAMS 35,000

Flagler Museum

PO Box 969
Palm Beach,FL33480 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

Fortin Childcare Center - Back to School

110 Harrelle Drive
South Bay,FL33493 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Fortin Childcare Center - ThanksgivingChristmas

110 Harrelle Drive
South Bay,FL33493 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Forum Club of the Palm Beaches

PO Box 14877
North Palm Beach,FL33408 		NONE PC GENERAL SUPPORT FOR PROGRAMS 500

Franklin Road Academy

4700 Franklin Pike
Nashville,TN37229 		NONE PC GENERAL SUPPORT FOR PROGRAMS 25,000

Friends of Fisher House

2475 Mercer Avenue 103
West Palm Beach,FL33401 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Friendship Botanic Gardens

2055 US-12
Michigan City,IN46360 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Fund for Park Avenue

445 Park Avenue 9th Floor
New York,NY10003 		NONE PC GENERAL SUPPORT FOR PROGRAMS 1,000

Garden Club of Palm Beach

PO Box 2791
Palm Beach,FL33480 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

General Society of Colonial Wars

1418 Baltimore Street Suite 12-129
Hanover,PA17331 		NONE PC GENERAL SUPPORT FOR PROGRAMS 1,000

Genesis Assistance Dogs

PO Box 3101
West Palm Beach,FL33402 		NONE PC GENERAL SUPPORT FOR PROGRAMS 7,500

Georgetown Community Center INC

PO Box 103
Georgetown,ME04548 		NONE PC GENERAL SUPPORT FOR PROGRAMS 7,500

Georgetown Island Education Foundation

PO Box 352
Georgetown,ME04548 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Girl Scouts of SE Florida

6944 Lake Worth Road
Lake Worth,FL33467 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

GO Campaign

2309 Santa Monica Boulevard Suite
Santa Monica,CA90404 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

Grand Street Settlement

80 Pitt Street
New York,NY10002 		NONE PC GENERAL SUPPORT FOR PROGRAMS 25,000

Grandma's Place

184 Sparrow Drive
Royal Palm Beach,FL33411 		NONE PC GENERAL SUPPORT FOR PROGRAMS 12,000

Greater Seattle Bureau of Fearless Ideas

8414 Greenwood Avenue N
Seattle,WA98103 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Greenwich Historical Society

47 Strickland Road
Cos Cob,CT06807 		NONE PC GENERAL SUPPORT FOR PROGRAMS 20,000

Habitat for Humanity of South Palm Beach County

181 SE 5th Avenue
Delray Beach,FL33483 		NONE PC GENERAL SUPPORT FOR PROGRAMS 25,000

HACER Ministry

2727 Georgia Avenue
West Palm Beach,FL33405 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Hanley Foundation - Capital Campaign

700 S Dixie Highway Suite 103
West Palm Beach,FL33401 		NONE PC GENERAL SUPPORT FOR PROGRAMS 400,000

Harbor Springs Area Historical Society

PO Box 812
Harbor Springs,MI49740 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Heart Mountain Wyoming Foundation

1539 Road 19
Powell,WY82435 		NONE PC GENERAL SUPPORT FOR PROGRAMS 25,000

Heifer Project International

1 World Avenue
Little Rock,AR72202 		NONE PC GENERAL SUPPORT FOR PROGRAMS 35,000

Historical Society of Palm Beach County

PO Box 4364
West Palm Beach,FL33402 		NONE PC GENERAL SUPPORT FOR PROGRAMS 80,000

Hollywood Food Coalition

PO Box 480157
Los Angeles,CA90048 		NONE PC GENERAL SUPPORT FOR PROGRAMS 20,000

Holt International Childrens Services

PO Box 2880
Eugene,OR97401 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Holy Ground Shelter for Homeless

200 W 20th Street
Riviera Beach,FL33404 		NONE PC GENERAL SUPPORT FOR PROGRAMS 185,000

Homeboy Industries

130 W Bruno Street
Los Angeles,CA90012 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

Hope for Depression Research Foundation - Palm Beach

777 S Flagler Drive Suite 801E
West Palm Beach,FL33401 		NONE PC GENERAL SUPPORT FOR PROGRAMS 1,000

Hopital Albert Schweitzer Haiti

PO Box 110091
Pittsburgh,PA15232 		NONE PC GENERAL SUPPORT FOR PROGRAMS 1,500

Humane Society of Central Delaware County Inc

PO Box 88
Delhi,NY13753 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Hurst Chapel AME Church

1617 Silver Beach Road
Rivera Beach,FL33404 		NONE PC GENERAL SUPPORT FOR PROGRAMS 7,500

In Jacob's ShoesJacob Zweig Foundation

1809 S Powerline Road Unit 111
Deerfield Beach,FL33442 		NONE PC GENERAL SUPPORT FOR PROGRAMS 8,000

Independence Association

3 Industrial Parkway Suite 1
Brunswick,ME04011 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Inner City Innovators

313 Datura Street Suite 200
West Palm Beach,FL33401 		NONE PC GENERAL SUPPORT FOR PROGRAMS 7,500

Intermountain

500 S Lamborn Street
Helena,MT59601 		NONE PC GENERAL SUPPORT FOR PROGRAMS 90,000

International Fund for Animal Welfare

290 Summer Street
Yarmouth Port,MA02675 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

International Network for Aid Relief & Assistance

550 Bog Hollow Road
Wassaic,NY12592 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

JF Shea Therapeutic Riding Center

26284 Oso Road
San Juan Capistrano,CA92675 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Joyful Heart Foundation

320 7th Avenue Suite 161
Brooklyn,NY11215 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Junior Achievement of Southern California

6250 Forest Lawn Drive
Los Angeles,CA90068 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Junior Achievement of the Palm Beaches and Treasure Coast

700 S Rosemary Avenue Suite 204-1
West Palm Beach,FL33401 		NONE PC GENERAL SUPPORT FOR PROGRAMS 35,000

Karma Rescue

2632 Wilshire Boulevard Suite 155
Santa Monica,CA90403 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Kids' Dreams Inc

1760 N Jog Road Suite 150
West Palm Beach,FL33411 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Kravis Center

701 Okeechobee Boulevard
West Palm Beach,FL33401 		NONE PC GENERAL SUPPORT FOR PROGRAMS 25,000

LA Family Housing

7843 Lankershim Boulevard
North Hollywood,CA91605 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

Legal Aid Society of Palm Beach County

423 Fern Street Suite 200
West Palm Beach,FL33401 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

Lighthouse for the Blind of the Palm Beaches

5601 Corporate Way Suite 210
West Palm Beach,FL33407 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Little Smiles Inc

3569 91st Street N Suite 4
Palm Beach Gardens,FL33403 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Los Angeles Regional Food Bank

1734 E 41st Street
Los Angeles,CA90058 		NONE PC GENERAL SUPPORT FOR PROGRAMS 20,000

Loxahatchee Animal Rescue Community

16262 89th Place N
Loxahatchee,FL33470 		NONE PC GENERAL SUPPORT FOR PROGRAMS 1,000

Make-A-Wish Southern Florida

343 NW 6th Street
Miami,FL33136 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

Mandala Caf

47 Fort Washington Avenue Suite 32
New York,NY10032 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

McLaren Northern Michigan Foundation

360 Connable Avenue
Petoskey,MI49770 		NONE PC GENERAL SUPPORT FOR PROGRAMS 65,000

Meals on Wheels of the Palm Beaches

PO Box 247
West Palm Beach,FL33402 		NONE PC GENERAL SUPPORT FOR PROGRAMS 25,000

Mid Coast Hunger Prevention Program

12 Tenney Way
Brunswick,ME04011 		NONE PC GENERAL SUPPORT FOR PROGRAMS 20,000

Milagro Foundation

695 Auburn Avenue
Delray Beach,FL33444 		NONE PC GENERAL SUPPORT FOR PROGRAMS 25,000

Montana Audubon Conservation Education Center Billings

7026 South Billings Blvd
Billings,MT59101 		NONE PC GENERAL SUPPORT FOR PROGRAMS 20,000

Montana Rescue Mission

2902 Minnesota Avenue
Billings,MT59101 		NONE PC GENERAL SUPPORT FOR PROGRAMS 500,000

Montana State University Billings Foundation

1500 University Drive
Billings,MT59101 		NONE PC GENERAL SUPPORT FOR PROGRAMS 25,000

Mounts Botanical Gardens

531 N Military Trail
West Palm Beach,FL33415 		NONE PC GENERAL SUPPORT FOR PROGRAMS 16,000

National Disaster Search Dog Foundation Inc

6800 Wheeler Canyon Road
Santa Paula,CA93060 		NONE PC GENERAL SUPPORT FOR PROGRAMS 20,000

Neighbors Helping Neighbors RI

PO Box 406
Charlestown,RI02813 		NONE PC GENERAL SUPPORT FOR PROGRAMS 20,000

New Hope Housing

3315 Harrisburg Blvd Suite 400
Houston,TX77003 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Nonprofits First

1818 S Australian Avenue Suite 45
West Palm Beach,FL33409 		NONE PC GENERAL SUPPORT FOR PROGRAMS 8,300

Northeast Mississippi Habitat for Humanity

PO Box 7321
Tupelo,MS38802 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

Norton Museum of Art

1450 S Dixie Highway
West Palm Beach,FL33401 		NONE PC GENERAL SUPPORT FOR PROGRAMS 1,250

Oasis Health Network

66 Baribeau Drive Suite 5B Box 1
Brunswick,ME04011 		NONE PC GENERAL SUPPORT FOR PROGRAMS 20,000

Opportunity Inc

4171 Westgate Avenue
West Palm Beach,FL33409 		NONE PC GENERAL SUPPORT FOR PROGRAMS 55,000

Our Lady of the Hamptons Regional Catholic School

160 North Main Street
Southampton,NY11968 		NONE PC GENERAL SUPPORT FOR PROGRAMS 50,000

Oxbridge Academy

3151 N Military Trail
West Palm Beach,FL33409 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

Palm Beach Atlantic University

901 S Flagler Drive
West Palm Beach,FL33401 		NONE PC GENERAL SUPPORT FOR PROGRAMS 45,000

Palm Beach Chamber of Commerce

Palm Beach Chamber of Commerce
Palm Beach,FL33480 		NONE PC GENERAL SUPPORT FOR PROGRAMS 625

Palm Beach Civic Association

139 N County Road Suite 33
Palm Beach,FL33480 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Palm Beach County Food Bank

701 Boutwell Road Suite A-2
Lake Worth,FL33461 		NONE PC GENERAL SUPPORT FOR PROGRAMS 140,000

Palm Beach County Literacy Coalition

3651 Quantum Boulevard
Boynton Beach,FL33426 		NONE PC GENERAL SUPPORT FOR PROGRAMS 60,000

Palm Beach Day Academy

241 Seaview Avenue
Palm Beach,FL33480 		NONE PC GENERAL SUPPORT FOR PROGRAMS 35,000

Palm Beach Fellowship of Christians & Jews

PO Box 507
Palm Beach,FL33480 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Palm Beach Island Cats

PO Box 173
Palm Beach,FL33480 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

Palm Beach Island Hospice Foundation

44 Cocoanut Row Suite M207B
Palm Beach,FL33480 		NONE PC GENERAL SUPPORT FOR PROGRAMS 30,000

Palm Beach Police & Fire Foundation

139 N County Road Suite 26
Palm Beach,FL33480 		NONE PC GENERAL SUPPORT FOR PROGRAMS 25,000

Palm Beach Zoo

1301 Summit Boulevard
West Palm Beach,FL33405 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Part of the Solution

2759 Webster Avenue
Bronx,NY10458 		NONE PC GENERAL SUPPORT FOR PROGRAMS 12,500

Pasado's Safe Haven

PO Box 171
Sultan,WA98294 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Paws 4 Liberty

8939 Palomino Drive
Lake Worth,FL03347 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Peggy Adams Animal Rescue League

3200 N Military Trail
West Palm Beach,FL33409 		NONE PC GENERAL SUPPORT FOR PROGRAMS 187,500

Pet Haven

13395 44th Place N
West Palm Beach,FL33411 		NONE PC GENERAL SUPPORT FOR PROGRAMS 2,500

Pet Partners

345 118th Avenue Suite 200
Belleview,WA98005 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Pets are Wonderful Support Inc

134 W 29th Street Suite 802
New York,NY10001 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Place of Hope

9078 Isaiah Lane
Palm Beach Gardens,FL33418 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Preservation Foundation of Palm Beach

311 Peruvian Avenue
Palm Beach,FL33480 		NONE PC GENERAL SUPPORT FOR PROGRAMS 1,000

Preservation Society of Newport County

424 Bellevue Avenue
Newport,RI02840 		NONE PC GENERAL SUPPORT FOR PROGRAMS 1,000

Quantum House

987 45th Street
West Palm Beach,FL33407 		NONE PC GENERAL SUPPORT FOR PROGRAMS 70,000

Rappahannock Pantry Inc

37 Legget Lane PO Box 451
Washington,VA22747 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Reaching Out Community Services

7708 New Utrecht Avenue
Brooklyn,NY11214 		NONE PC GENERAL SUPPORT FOR PROGRAMS 20,000

Redland Rockpit Abandoned Dogs Project

8958 W State Road 84 Suite 285
Davie,FL33324 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Rhode Island Community Food Bank

200 Niantic Avenue
Providence,RI02907 		NONE PC GENERAL SUPPORT FOR PROGRAMS 20,000

Rocking the Boat

812 Edgewater Road
Bronx,NY10474 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

Roman Catholic Diocese of Lexington Lexington Catholic High School

2250 Clays Mill Road
Lexington,KY40503 		NONE PC GENERAL SUPPORT FOR PROGRAMS 20,000

Rosarian Academy

807 N Flagler Drive
West Palm Beach,FL33401 		NONE PC GENERAL SUPPORT FOR PROGRAMS 25,000

Rosarian Academy Charitable Trust

807 N Flagler Drive
West Palm Beach,FL33401 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Royal Poinciana Chapel

60 Cocoanut Row
Palm Beach,FL33480 		NONE PC GENERAL SUPPORT FOR PROGRAMS 25,000

Salvation Army of Palm Beach County

2122 Palm Beach Lakes Boulevard
West Palm Beach,FL33409 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Samaritans Purse

801 Bamboo Road
Boone,NC28607 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

Sanctuary for Families-NYC

PO Box 1406 Wall Street Station
New York,NY10268 		NONE PC GENERAL SUPPORT FOR PROGRAMS 30,000

Save the Chimps

PO Box 12220
Fort Pierce,FL34979 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Sisters of the Order of St Dominic of Amityville NY

555 Albany Avenue
Amityville,NY11701 		NONE PC GENERAL SUPPORT FOR PROGRAMS 75,000

Social Register Foundation

14 Wall Street Suite 3F
New York,NY10005 		NONE PC GENERAL SUPPORT FOR PROGRAMS 1,000

Society of Colonial Wars in the State of Florida

150 Bradley Place Suite 410
Palm Beach,FL33480 		NONE PC GENERAL SUPPORT FOR PROGRAMS 1,000

Society of the First Families of New York

400 N Flagler Drive PH A-1
West Palm Beach,FL33401 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Society of the Four Arts

100 Four Arts Plaza
Palm Beach,FL33480 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

South Florida PBS

3401 South Congress Avenue
Boynton Beach,FL33426 		NONE PC GENERAL SUPPORT FOR PROGRAMS 150,000

St George Table

PO Box 10584
Riviera Beach,FL33419 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

St Paul's Cathedral Trust in America

c/o Harris Hardy Johnstone PC 2
North Chesterfield,VA23236 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

St Vincent Healthcare Foundation

1106 N 30th Street
Billings,MT59101 		NONE PC GENERAL SUPPORT FOR PROGRAMS 290,000

Stop Bullying Now Foundation Inc

7765 Lake Worth Road Suite 312
Lake Worth,FL33467 		NONE PC GENERAL SUPPORT FOR PROGRAMS 2,500

Student Aces

7750 Arbor Crest Way
Palm Beach Gardens,FL33412 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Sweet Dream Makers

55 NE 5th Avenue Suite 400
Boca Raton,FL33432 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

Syracuse University

200 Bowne Hall
Syracuse,NY13244 		NONE PC GENERAL SUPPORT FOR PROGRAMS 25,000

Take Stock in Children Palm Beach County

1896 Palm Beach Lakes Boulevard Su
West Palm Beach,FL33409 		NONE PC GENERAL SUPPORT FOR PROGRAMS 40,000

The Battier Take Charge Foundation

550 NW 42nd Avenue 4th Floor
Miami,FL33126 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

The Beacon of Downtown Houston

1117 Texas Avenue
Houston,TX77002 		NONE PC GENERAL SUPPORT FOR PROGRAMS 30,000

The Benjamin School

11000 Ellison Wilson Road
North Palm Beach,FL33408 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

The Children's Place at Home Safe

2840 6th Avenue South
Lake Worth,FL33461 		NONE PC GENERAL SUPPORT FOR PROGRAMS 270,000

The Glades Initiative

149 SE Avenue D
Belle Glade,FL33430 		NONE PC GENERAL SUPPORT FOR PROGRAMS 73,000

The Lord's Place

2808 N Australian Avenue
West Palm Beach,FL33407 		NONE PC GENERAL SUPPORT FOR PROGRAMS 615,000

The Lovett School

4075 Paces Ferry Road NW
Atlanta,GA30327 		NONE PC GENERAL SUPPORT FOR PROGRAMS 25,000

The Madeira School

8328 Georgetown Pike
McLean,VA22102 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

The People Concern

2116 Arlington Avenue Suite 100
Los Angeles,CA90018 		NONE PC GENERAL SUPPORT FOR PROGRAMS 100,000

The Priory in the United States of the Order of St John

1850 M Street NW Suite 1070
Washington,DC20036 		NONE PC GENERAL SUPPORT FOR PROGRAMS 20,000

The Tortoise and the Hare Inc

14785 Haymarket Court
Wellington,FL33414 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Thornwell Home for Children

302 South Broad Street
Clinton,SC29325 		NONE PC GENERAL SUPPORT FOR PROGRAMS 40,000

Thrive Scholars

606 S Olive Street Suite 2150
Los Angeles,CA90014 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

Touch of Grey Rescue

1659 PGA Blvd
Melbourne,FL32935 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Town of Palm Beach United Way

44 Cocoanut Row Suite M201
Palm Beach,FL33480 		NONE PC GENERAL SUPPORT FOR PROGRAMS 127,000

Town of Palm Beach United Way - ARC of Palm Beach County

44 Cocoanut Row Suite M201
Palm Beach,FL33480 		NONE PC GENERAL SUPPORT FOR PROGRAMS 175,000

Town of Palm Beach United Way - Fortin Childcare Center

44 Cocoanut Row Suite M201
Palm Beach,FL33480 		NONE PC GENERAL SUPPORT FOR PROGRAMS 6,000

Town of Palm Beach United Way - Glades Initiative Food Bank

44 Cocoanut Row Suite M201
Palm Beach,FL33480 		NONE PC GENERAL SUPPORT FOR PROGRAMS 125,000

Town of Palm Beach United Way - Impact the Palm Beaches

44 Cocoanut Row Suite M201
Palm Beach,FL33480 		NONE PC GENERAL SUPPORT FOR PROGRAMS 1,100

Town of Palm Beach United Way - Scholarship Fund

44 Cocoanut Row Suite M201
Palm Beach,FL33480 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Tri-County Animal Rescue

21287 Boca Rio Road
Boca Raton,FL33433 		NONE PC GENERAL SUPPORT FOR PROGRAMS 7,500

Trinity School of Durham & Chapel Hill

4011 Pickett Road
Durham,NC27705 		NONE PC GENERAL SUPPORT FOR PROGRAMS 25,000

Trustbridge - Hospice of Palm Beach County

5300 East Avenue
West Palm Beach,FL33407 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

UCLA Foundation

c/o UCLA College of Letters and Sci
1309 Murphy Hall Box 951413
Los Angeles,CA90095 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

UK Friends of Healing Focus Orphanage Center

124 City Road
  LondonEC1V2NX
UK 		NONE PC GENERAL SUPPORT FOR PROGRAMS 12,500

UNCF

1222 South Andrews Avenue Suite 50
Fort Lauderdale,FL33316 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Undue Medical Debt

28-07 Jackson Avenue 5th Floor
Long Island City,NY11101 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Urban Youth Impact

2823 N Australian Avenue
West Palm Beach,FL33407 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

US Olympic & Paralympic Foundation

1 Olympic Plaza
Colorado Springs,CO80909 		NONE PC GENERAL SUPPORT FOR PROGRAMS 250,000

Vanderbilt University

PMB 407727 2301 Vanderbilt Place
Nashville,TN37240 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Vinceramos Therapeutic Riding Center

13300 6th Court N
Loxahatchee,FL33470 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Vita Nova

2724 N Australian Avenue
West Palm Beach,FL33407 		NONE PC GENERAL SUPPORT FOR PROGRAMS 35,000

Wayside House

378 NE Sixth Avenue
Delray Beach,FL33483 		NONE PC GENERAL SUPPORT FOR PROGRAMS 25,000

West Jupiter Community Group

7187 Church Street
Jupiter,FL33458 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

West Palm Beach Library Foundation

411 Clematis Street 3rd Floor
West Palm Beach,FL33401 		NONE PC GENERAL SUPPORT FOR PROGRAMS 35,000

Westside Food Bank

1710 22nd Street
Santa Monica,CA90404 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Wings for Kids

476 Meeting Street Suite E
Charleston,SC29403 		NONE PC GENERAL SUPPORT FOR PROGRAMS 50,000

Wise Wonders Children's Museum

3024 N 2nd Avenue
Billings,MT59101 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Womens Circle

PO Box 1318
Boynton Beach,FL33425 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Womens Southern Golf Association Scholaship Fund

8401 Enterprise Avenue
Tuscaloosa,AL34506 		NONE PC GENERAL SUPPORT FOR PROGRAMS 500

Yellowstone Art Museum

401 N 27th Street
Billings,MT59101 		NONE PC GENERAL SUPPORT FOR PROGRAMS 150,000

Yellowstone Valley Animal Shelter

PO Box 20920
Billings,MT59104 		NONE PC GENERAL SUPPORT FOR PROGRAMS 70,000

York County Shelter Programs

PO Box 1268
Alfred,ME04002 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

YWCA Billings

909 Wyoming Avenue
Billings,MT59101 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

YWCA of Palm Beach County

1016 N Dixie Highway
West Palm Beach,FL33401 		NONE PC GENERAL SUPPORT FOR PROGRAMS 17,500
Total .................................right arrow 3a 12,349,625
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 5  
4 Dividends and interest from securities ....     14 4,496,397  
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 .....     14 643,730  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 3,588,535  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 8,728,667 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
8,728,667
(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: 23017437
Software Version: 2023v5.1


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

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
THE MARY ALICE FORTIN FOUNDATION
 
Employer identification number

59-2469696
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE MARY ALICE FORTIN FOUNDATION
  		Employer identification number
59-2469696
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
MARY ALICE FORTIN IRREV TRUST
 
201 CHILEAN AVENUE
 
PALM BEACH, FL33480

$ 575,000


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
THE MARY ALICE FORTIN FOUNDATION
  		Employer identification number

59-2469696
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
THE MARY ALICE FORTIN FOUNDATION
  		Employer identification number

59-2469696
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID: 23017437
Software Version: 2023v5.1

TY 2023 AccountingFeesSchedule
Name:
THE MARY ALICE FORTIN FOUNDATION
EIN:
59-2469696
Software ID:
23017437
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 50,715 25,358   25,358

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 DepreciationSchedule
Name:
THE MARY ALICE FORTIN FOUNDATION
EIN:
59-2469696
Software ID:
23017437
Software Version:
2023v5.1
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
BUILDING 2016-09-16 1,970,398 267,363     50,523      
LAND 2016-09-16 1,313,599 0     0      
LEASEHOLD IMPROVEMENTS 2017-06-17 199,619 23,247     5,118      
AIR CONDITIONER 2021-12-16 6,988 7     179      

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 GainLossSaleOtherAssetsSch
Name:
THE MARY ALICE FORTIN FOUNDATION
EIN:
59-2469696
Software ID:
23017437
Software Version:
2023v5.1
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
PUBLICLY TRADED SECURITIES         141,823,798 138,435,543     3,388,255  
CAPITAL GAIN FROM PASS-THROUGH         221,094       221,094  

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE MARY ALICE FORTIN FOUNDATION
EIN:
59-2469696
Software ID:
23017437
Software Version:
2023v5.1
Name of Bond End of Year Book Value End of Year Fair Market Value
CORPORATE BONDS 479,206 503,328

TY 2023 InvestmentsCorpStockSchedule
Name:
THE MARY ALICE FORTIN FOUNDATION
EIN:
59-2469696
Software ID:
23017437
Software Version:
2023v5.1
Name of Stock End of Year Book Value End of Year Fair Market Value
PUBLICLY TRADED SECURITIES 128,618,976 231,741,731

TY 2023 InvestmentsGovtObligationsSch
Name:
THE MARY ALICE FORTIN FOUNDATION
EIN:
59-2469696
Software ID:
23017437
Software Version:
2023v5.1
US Government Securities - End of Year Book Value:

2,825,576
US Government Securities - End of Year Fair Market Value:

2,839,282
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 InvestmentsOtherSchedule2
Name:
THE MARY ALICE FORTIN FOUNDATION
EIN:
59-2469696
Software ID:
23017437
Software Version:
2023v5.1
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ALTERNATIVE INVESTMENTS FMV 47,687,346 47,713,329

TY 2023 LandEtcSchedule2
Name:
THE MARY ALICE FORTIN FOUNDATION
EIN:
59-2469696
Software ID:
23017437
Software Version:
2023v5.1
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
Land, Buildings, and Equipment 3,490,604 402,258 3,088,346 3,088,346


TY 2023 OtherExpensesSchedule
Name:
THE MARY ALICE FORTIN FOUNDATION
EIN:
59-2469696
Software ID:
23017437
Software Version:
2023v5.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSES 114,946 57,473   57,473
INSURANCE 10,605 5,303   5,303
PASS-THROUGH EXPENSES 236,566 545,957    
MEALS 2,764      


TY 2023 OtherIncomeSchedule2
Name:
THE MARY ALICE FORTIN FOUNDATION
EIN:
59-2469696
Software ID:
23017437
Software Version:
2023v5.1
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP DISTRIBUTIONS 431,820    
PASS-THROUGH INCOME -68,733 654,388  
Net investment income tax refund 265,000    
Other Income 15,643 15,643  


TY 2023 OtherIncreasesSchedule
Name:
THE MARY ALICE FORTIN FOUNDATION
EIN:
59-2469696
Software ID:
23017437
Software Version:
2023v5.1
Description Amount
adjustment to beginning of year book value 2,423,929


TY 2023 OtherProfessionalFeesSchedule
Name:
THE MARY ALICE FORTIN FOUNDATION
EIN:
59-2469696
Software ID:
23017437
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment management fees 1,659,959 1,659,959    


TY 2023 TaxesSchedule
Name:
THE MARY ALICE FORTIN FOUNDATION
EIN:
59-2469696
Software ID:
23017437
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Net investment income taxes 150,000      
Foreign taxes 23,319 24,628