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
ELMORE FAMILY FOUNDATION CO-TA
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 919798
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ORLANDO, FL328919798
A Employer identification number

65-6343553
B Telephone number (see instructions)

(407) 237-1772
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$2,433,062J 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... 76,069 75,800  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 530
b Gross sales price for all assets on line 6a 173,584
7 Capital gain net income (from Part IV, line 2)... 530
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 76,599 76,330  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 21,156 10,578   10,578
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,250 0 0 1,250
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,131 1,131   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,695 1,268   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
60 60    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 26,292 13,037 0 11,828
25 Contributions, gifts, grants paid....... 98,500 98,500
26 Total expenses and disbursements. Add lines 24 and 25 124,792 13,037 0 110,328
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -48,193
b Net investment income (if negative, enter -0-) 63,293
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......... 12,088 37,431 37,431
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 669,358 Click to see attachment
List of Attached Documents:
// Content
661,930 		1,498,158
c Investments—corporate bonds (attach schedule)....... 165,962 Click to see attachment
List of Attached Documents:
// Content
129,621 		104,595
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 753,817 Click to see attachment
List of Attached Documents:
// Content
730,567 		792,450
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)     Click to see attachment
List of Attached Documents:
// Content
428
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,601,225 1,559,549 2,433,062
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,601,225 1,559,549
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)..... 1,601,225 1,559,549
30 Total liabilities and net assets/fund balances (see instructions). 1,601,225 1,559,549
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
1,601,225
2
Enter amount from Part I, line 27a .....................
2
-48,193
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
8,535
4
Add lines 1, 2, and 3 ..........................
4
1,561,567
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2,018
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,559,549
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 1.21 GNMA PL #482951 6.500% 2/15/29   2003-01-01 2023-01-15
b .6667 GE HEALTHCARE TECHNOLOGIES INC   2003-09-24 2023-01-18
c 59. MERCK & CO INC     2023-01-20
d 200. VODAFONE GROUP PLC SPON ADR     2023-01-20
e 54. GILEAD SCIENCES INC COM     2023-02-06
31. J.P. MORGAN CHASE & CO.     2023-02-14
1.21 GNMA PL #482951 6.500% 2/15/29   2003-01-01 2023-02-15
60. GILEAD SCIENCES INC COM     2023-02-24
21. J.P. MORGAN CHASE & CO.     2023-02-24
144. VODAFONE GROUP PLC SPON ADR   2022-05-24 2023-02-24
151. VODAFONE GROUP PLC SPON ADR     2023-02-24
102. WARNER BROS DISCOVERY INC CL A     2023-02-24
15. CLOROX   2022-02-18 2023-03-07
13. J.P. MORGAN CHASE & CO.   2022-09-19 2023-03-07
319. VODAFONE GROUP PLC SPON ADR     2023-03-07
1.21 GNMA PL #482951 6.500% 2/15/29   2003-01-01 2023-03-15
10. CLOROX   2022-02-18 2023-03-29
36. DIGITAL REALTY TRUST INC REIT     2023-03-29
14. ABBVIE INC     2023-04-04
3. CLOROX   2022-04-08 2023-04-04
7. CLOROX   2022-02-18 2023-04-04
16. DIGITAL REALTY TRUST INC REIT   2022-06-13 2023-04-04
27. DIGITAL REALTY TRUST INC REIT   2021-03-04 2023-04-04
55. BRITISH AMERN TOB PLC SPONSORED ADR     2023-04-13
62. CISCO SYSTEMS     2023-04-13
28. GILEAD SCIENCES INC COM     2023-04-13
1.22 GNMA PL #482951 6.500% 2/15/29   2003-01-01 2023-04-15
66. BRITISH AMERN TOB PLC SPONSORED ADR     2023-05-08
27. CLOROX     2023-05-08
105. BRITISH AMERN TOB PLC SPONSORED ADR     2023-05-12
1.22 GNMA PL #482951 6.500% 2/15/29   2003-01-01 2023-05-15
1.23 GNMA PL #482951 6.500% 2/15/29   2003-01-01 2023-06-15
20. CISCO SYSTEMS   2022-05-24 2023-06-16
16. GILEAD SCIENCES INC COM     2023-06-16
87. KEYCORP   2022-08-17 2023-06-16
24. KEYCORP   2022-05-24 2023-06-16
20. SOUTHERN COMPANY   2022-11-22 2023-06-16
19. KEYCORP   2022-11-09 2023-06-28
87. KEYCORP   2022-05-24 2023-06-28
39. CISCO SYSTEMS     2023-07-11
65. KEYCORP   2022-11-09 2023-07-11
40. KEYCORP   2022-06-13 2023-07-11
37. CISCO SYSTEMS   2022-07-05 2023-07-13
87. KEYCORP   2022-06-13 2023-07-13
1.24 GNMA PL #482951 6.500% 2/15/29   2003-01-01 2023-07-15
258. AT&T INC     2023-07-18
4.06 GNMA PL #482951 6.500% 2/15/29   2003-01-01 2023-08-15
35000. GENERAL DYNAMICS 1.875% 8/15/23   2020-06-19 2023-08-15
89. WALGREENS BOOTS ALLIANCE INC     2023-09-01
45. WALGREENS BOOTS ALLIANCE INC   2023-04-04 2023-09-11
108. WALGREENS BOOTS ALLIANCE INC     2023-09-11
1.13 GNMA PL #482951 6.500% 2/15/29   2003-01-01 2023-09-15
1.14 GNMA PL #482951 6.500% 2/15/29   2003-01-01 2023-10-15
7. AMGEN INCORPORATED   2023-04-13 2023-10-17
34. SANOFI-AVENTIS SPONSORED ADR     2023-10-17
1.15 GNMA PL #482951 6.500% 2/15/29   2003-01-01 2023-11-15
13. AMGEN INCORPORATED     2023-11-21
18. UNILEVER PLC-SPONSORED ADR   2023-04-04 2023-11-21
51. UNILEVER PLC-SPONSORED ADR     2023-11-21
32.137 INVESCO DEVELOPING MARKETS FUND   2011-04-06 2023-11-28
5. ABBOTT LABORATORIES   2016-06-24 2023-11-28
3. ABBVIE INC   2011-04-06 2023-11-28
5. ALLSTATE CORP   2013-02-25 2023-11-28
6. ALPHABET INC CL C   2011-09-26 2023-11-28
6. ALPHABET INC CL A   2011-09-26 2023-11-28
9. AMAZON COM INC COM   2017-04-06 2023-11-28
2. AMGEN INCORPORATED   2011-09-26 2023-11-28
20. APPLE COMPUTER CORPORATION COMMON   2011-09-26 2023-11-28
9. BANK OF AMER CORP COMMON   2009-10-22 2023-11-28
3. CVS CORP COMMON   2011-09-26 2023-11-28
3. CAPITAL ONE FINL CORP   2011-09-26 2023-11-28
3. CHEVRON TEXACO CORP COMMON   2017-04-06 2023-11-28
9. COMCAST CORP NEW CL A   2013-02-25 2023-11-28
9. CORNING INC   2013-06-12 2023-11-28
198.087 DFA INTERNATIONAL CORE EQTY   2014-06-18 2023-11-28
46.584 DFA INTERNATIONAL VALUE   2014-06-18 2023-11-28
4. DISNEY WALT COMPANY   2011-09-26 2023-11-28
3. ECOLABS INC   2013-02-25 2023-11-28
2. EMERSON ELECTRIC   2011-09-26 2023-11-28
2. FLUOR CORP   2011-09-26 2023-11-28
3. FLOWSERVE CORP COM   2010-09-01 2023-11-28
3. FORTUNE BRANDS INNOVATIONS INC   2013-06-12 2023-11-28
1. GE HEALTHCARE TECHNOLOGIES INC   2003-09-24 2023-11-28
1. GENERAL ELECTRIC CO   2003-09-24 2023-11-28
1. GOLDMAN SACHS GROUP COMMON   2011-04-06 2023-11-28
4. HARTFORD FINL SVCS GROUP INC   2011-04-06 2023-11-28
4. HOME DEPOT INCORPORATED   2011-09-26 2023-11-28
7. INTEL CORPORATION   2013-02-25 2023-11-28
16. CEF ISHARES TR S&P   2016-06-24 2023-11-28
5. J.P. MORGAN CHASE & CO.   2005-05-19 2023-11-28
5. LEAR CORP   2013-10-01 2023-11-28
3. MASTERBRAND INC   2013-06-12 2023-11-28
6. MERCK & CO INC   2016-06-24 2023-11-28
7. MICROSOFT CORPORATION   2013-02-25 2023-11-28
4. MORGAN STANLEY DEAN WITTER DIS CO   2009-10-22 2023-11-28
2. OCCIDENTAL PETE CORP   2010-09-01 2023-11-28
5. ORACLE CORPORATION   2011-04-06 2023-11-28
1. ORGANON & CO   2016-06-24 2023-11-28
3. PNC BANK CORP COM   2011-04-06 2023-11-28
2. PEPSICO INCORPORATED   2011-09-26 2023-11-28
6. PFIZER INCORPORATED   2011-09-26 2023-11-28
2. PROCTOR AND GAMBLE COMPANY   2011-09-26 2023-11-28
2. QUALCOMM INC COMMON   2011-09-26 2023-11-28
5. RTX CORPORATION   2017-04-06 2023-11-28
4. SCHLUMBERGER LIMITED   2016-04-04 2023-11-28
2. UNION PAC CORP   2011-09-26 2023-11-28
2. UNITED PARCEL SERVICE -CL B   2011-04-06 2023-11-28
6. VERIZON COMMUNICATIONS INC   2016-06-24 2023-11-28
1. VIATRIS INC   2011-09-26 2023-11-28
5. VISA INC   2011-09-26 2023-11-28
3. WAL MART STORES INCORPORATED   2013-02-25 2023-11-28
5. WELLS FARGO COMPANY   2011-04-06 2023-11-28
40. WISDOMTREE US MIDCAP ETF   2014-06-18 2023-11-28
3. INVESCO LTD   2009-04-16 2023-11-28
5. TE CONNECTIVITY LTD   2013-10-01 2023-11-28
3. LYONDELLBASELL INDUSTRIES NV   2013-06-12 2023-11-28
1.15 GNMA PL #482951 6.500% 2/15/29   2003-01-01 2023-12-15
29. CROWN CASTLE INC REIT     2023-12-18
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(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 1   62 -61
b 42   116 -74
c 6,463   4,234 2,229
d 2,284   6,516 -4,232
e 4,668   3,550 1,118
4,404   3,798 606
1   62 -61
4,876   3,805 1,071
2,956   2,558 398
1,693   2,375 -682
1,775   4,323 -2,548
1,604   2,926 -1,322
2,287   2,217 70
1,798   1,523 275
3,686   4,480 -794
1   62 -61
1,560   1,478 82
3,299   4,836 -1,537
2,240   1,045 1,195
468   440 28
1,093   1,035 58
1,490   2,044 -554
2,514   3,463 -949
1,937   2,351 -414
3,134   2,680 454
2,322   1,714 608
1   62 -61
2,350   2,584 -234
4,527   3,897 630
3,565   3,926 -361
1   62 -61
1   63 -62
1,045   858 187
1,262   957 305
856   1,685 -829
236   448 -212
1,434   1,314 120
177   351 -174
811   1,622 -811
2,021   1,643 378
644   1,200 -556
396   688 -292
1,906   1,531 375
913   1,496 -583
1   63 -62
3,491   6,302 -2,811
4   207 -203
35,000   36,341 -1,341
2,102   4,603 -2,501
982   1,606 -624
2,357   5,311 -2,954
1   58 -57
1   58 -57
1,997   1,757 240
1,845   1,849 -4
1   59 -58
3,416   3,163 253
856   949 -93
2,424   2,371 53
1,200   1,184 16
511   191 320
416   79 337
681   233 448
827   78 749
818   78 740
1,321   411 910
531   110 421
3,798   283 3,515
265   149 116
208   103 105
324   124 200
438   327 111
378   180 198
249   136 113
2,900   2,641 259
900   948 -48
376   120 256
565   224 341
176   86 90
75   100 -25
113   94 19
200   100 100
69   175 -106
119   195 -76
336   160 176
309   111 198
1,251   133 1,118
308   145 163
1,527   911 616
766   182 584
663   359 304
40   17 23
603   323 280
2,668   196 2,472
306   140 166
120   147 -27
581   170 411
11   27 -16
385   190 195
338   123 215
179   100 79
305   125 180
251   96 155
402   321 81
210   290 -80
441   82 359
298   149 149
225   329 -104
9   7 2
1,261   111 1,150
476   214 262
216   160 56
2,062   1,216 846
41   49 -8
650   259 391
281   194 87
1   59 -58
3,264   4,833 -1,569
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      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
      122
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       -61
b       -74
c       2,229
d       -4,232
e       1,118
      606
      -61
      1,071
      398
      -682
      -2,548
      -1,322
      70
      275
      -794
      -61
      82
      -1,537
      1,195
      28
      58
      -554
      -949
      -414
      454
      608
      -61
      -234
      630
      -361
      -61
      -62
      187
      305
      -829
      -212
      120
      -174
      -811
      378
      -556
      -292
      375
      -583
      -62
      -2,811
      -203
      -1,341
      -2,501
      -624
      -2,954
      -57
      -57
      240
      -4
      -58
      253
      -93
      53
      16
      320
      337
      448
      749
      740
      910
      421
      3,515
      116
      105
      200
      111
      198
      113
      259
      -48
      256
      341
      90
      -25
      19
      100
      -106
      -76
      176
      198
      1,118
      163
      616
      584
      304
      23
      280
      2,472
      166
      -27
      411
      -16
      195
      215
      79
      180
      155
      81
      -80
      359
      149
      -104
      2
      1,150
      262
      56
      846
      -8
      391
      87
      -58
      -1,569
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 530
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) 1 880
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........................... 3 880
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- ..... 5 880
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,212
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,212
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 332
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow332 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
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 arrowN/A
14
The books are in care ofright arrowTRUIST BANK Telephone no.right arrow (407) 237-1772

Located atright arrowPO BOX 919798ORLANDOFL ZIP+4right arrow32891
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
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
TRUIST BANK CO-TRUSTEE
1 		21,156    
PO BOX 919798
ORLANDO,FL32891
GEORGE T ELMORE CO-TRUSTEE
1 		0    
1320 NORTH OCEAN BLVD
GULF STREAM,FL33483
DEBRA A ELMORE CO-TRUSTEE
1 		0    
1320 NORTH OCEAN BLVD
GULF STREAM,FL33483
CRAIG K ELMORE CO-TRUSTEE
1 		0    
1320 NORTH OCEAN BLVD
GULF STREAM,FL33483
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
2,292,965
b
Average of monthly cash balances.......................
1b
39,304
c
Fair market value of all other assets (see instructions)................
1c
437
d
Total (add lines 1a, b, and c).........................
1d
2,332,706
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
2,332,706
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
34,991
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,297,715
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
114,886
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
114,886
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
880
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
880
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
114,006
4
Recoveries of amounts treated as qualifying distributions................
4
7,500
5
Add lines 3 and 4............................
5
121,506
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
121,506
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
110,328
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
110,328
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 7 121,506
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 1,226
b From 2019...... 0
c From 2020...... 0
d From 2021...... 9,577
e From 2022...... 0
f Total of lines 3a through e ........ 10,803
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 110,328
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 110,328
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 10,803 10,803
(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 ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		375
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

COMMUNITY FDN OF PALM BEACH COUNTY

700 S DIXIE HWY 200
WEST PALM BEACH,FL33401 		NONE PC GENERAL OPERATING 17,500

FLORIDA ATLANTIC UNIVERSITY FOUNDATION

901 NW 35TH STREET
BOCA RATON,FL33431 		NONE PC GENERAL OPERATING 10,000

MALTZ JUPITER THEATRE

1001 E INDIANTOWN RD
JUPITER,FL33477 		NONE PC GENERAL OPERATING 14,000

PALM BEACH STATE COLLEGE FOUNDATION

4200 CONGRESS AVENUE
LAKE WORTH,FL33461 		NONE PC GENERAL OPERATING 15,000

PALM BEACH COUNTY FOOD BANK

525 GATOR DR
LANTANA,FL33462 		NONE PC GENERAL OPERATING 10,000

211 PALM BEACHTREASURE COAST

PO BOX 3588
LANTANA,FL33465 		NONE PC GENERAL OPERATING 12,000

UNITED WAY OF PALM BEACH COUNTY

477 S ROSEMARY AVE 230
WEST PALM BEACH,FL33401 		NONE PC GENERAL OPERATING 7,500

PHILANTHROPY TANK INC

120 SOUTH OLIVE AVE NO 300
WEST PALM BEACH,FL33401 		NONE PC GENERAL OPERATING 5,000

CENTER FOR THE ARTS AT MIZNER PARK INC

225 NE MIZNER BLVD STE 500
BOCA RATON,FL33432 		NONE PC GENERAL OPERATING 7,500
Total .................................right arrow 3a 98,500
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 76,069  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 530  
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) ..   76,599  
13Total. Add line 12, columns (b), (d), and (e)..................
13
76,599
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
ELMORE FAMILY FOUNDATION CO-TA
EIN:
65-6343553
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,250     1,250

TY 2023 InvestmentsCorpBondsSchedule
Name:
ELMORE FAMILY FOUNDATION CO-TA
EIN:
65-6343553
Name of Bond End of Year Book Value End of Year Fair Market Value
369550AW8 GENERAL DYNAMICS COR    
258620566 DOUBLELINE TOTAL RET 105,000 84,111
464288281 ISHARES JP MORGAN EM 24,621 20,484

TY 2023 InvestmentsCorpStockSchedule
Name:
ELMORE FAMILY FOUNDATION CO-TA
EIN:
65-6343553
Name of Stock End of Year Book Value End of Year Fair Market Value
02079K305 ALPHABET INC CL A 2,709 35,481
92857W308 VODAFONE GROUP PLC    
14040H105 CAPITAL ONE FINANCIA 5,514 18,357
219350105 CORNING INC 5,765 11,906
254687106 DISNEY WALT CO NEW 3,238 13,182
617446448 MORGAN STANLEY 3,787 13,242
05534B760 BCE INC 13,255 11,853
343412102 FLUOR CORP 3,148 2,624
34354P105 FLOWSERVE CORP 3,247 4,452
742718109 PROCTER & GAMBLE CO 5,563 13,482
92343V104 VERIZON COMMUNICATIO 29,573 24,882
446150104 HUNTINGTON BANCSHARE 10,435 9,680
02079K107 ALPHABET INC CL C 2,707 35,796
00287Y109 ABBVIE INC 8,714 30,374
494368103 KIMBERLY CLARK CORP 12,935 11,422
69351T106 PPL CORPORATION 6,336 5,610
25746U109 DOMINION ENERGY INC 15,685 10,575
136069101 CDN IMPERIAL BK OF C 6,371 7,317
747525103 QUALCOMM INC 4,060 12,294
92826C839 VISA INC CL A 4,442 59,099
191216100 COCA COLA CO 7,414 7,366
166764100 CHEVRON CORP 16,138 24,015
20030N101 COMCAST CORP-CL A 7,811 17,145
278865100 ECOLAB INC 7,256 19,240
416515104 HARTFORD FINL SVCS G 4,030 14,629
594918104 MICROSOFT CORP 8,195 110,180
68389X105 ORACLE CORPORATION 4,886 21,929
110448107 BRITISH AMERN TOB PL 7,897 6,737
46625H100 JP MORGAN CHASE & CO 6,539 32,659
713448108 PEPSICO INC 4,455 13,078
806857108 SCHLUMBERGER LTD 9,003 7,702
N53745100 LYONDELLBASELL INDUS 18,934 22,629
38141G104 GOLDMAN SACHS GROUP 5,220 16,588
931142103 WALMART INC 6,920 15,292
949746101 WELLS FARGO & CO 4,963 9,549
842587107 SOUTHERN COMPANY 8,184 11,289
00206R102 AT&T INC 11,270 9,665
718172109 PHILIP MORRIS INTL I 14,635 16,746
636274409 NATIONAL GRID PLC SP 16,184 14,822
674599105 OCCIDENTAL PETE CORP 5,608 5,254
693475105 PNC FINL SVCS GROUP 18,333 27,563
717081103 PFIZER INC 15,574 15,345
G491BT108 INVESCO LTD 2,027 2,230
58933Y105 MERCK & CO INC 9,413 27,691
521865204 LEAR CORP 13,997 27,536
H84989104 TE CONNECTIVITY LIMI 10,097 27,398
34964C106 FORTUNE BRANDS INNOV 3,225 7,386
907818108 UNION PAC CORP 2,071 18,176
126650100 CVS HEALTH CORP 3,780 10,265
291011104 EMERSON ELEC CO 2,846 7,786
437076102 HOME DEPOT INC 4,702 49,210
458140100 INTEL CORP 6,056 14,723
911312106 UNITED PARCEL SERVIC 12,723 15,880
375558103 GILEAD SCIENCES INC 5,176 6,805
904767704 UNILEVER PLC SPONSOR 5,752 6,157
929740108 WABTEC CORP 77 127
17275R102 CISCO SYSTEMS INC    
29250N105 ENBRIDGE INC 14,528 13,760
87807B107 TC ENERGY CORP 11,685 10,163
92556V106 VIATRIS INC 222 325
002824100 ABBOTT LABS 6,460 24,546
020002101 ALLSTATE CORP 9,074 27,296
023135106 AMAZON.COM INC 17,865 59,409
025537101 AMERICAN ELEC PWR IN 10,343 9,665
031162100 AMGEN INC 13,347 36,867
037833100 APPLE INC 6,216 174,047
060505104 BANK OF AMERICA CORP 5,321 14,108
205887102 CONAGRA BRANDS INC 6,625 5,445
26441C204 DUKE ENERGY CORP 15,396 15,332
369604301 GENERAL ELECTRIC CO 5,250 3,957
68622V106 ORGANON & CO 454 361
75513E101 RTX CORPORATION 14,650 19,184
89151E109 TOTALENERGIES SE 14,412 18,193
902973304 US BANCORP 12,599 11,426
931427108 WALGREENS BOOTS ALLI    
969457100 WILLIAMS COS INC 10,761 14,211
189054109 CLOROX COMPANY    
493267108 KEYCORP    
57638P104 MASTERBRAND INC 543 1,440
934423104 WARNER BROS DISCOVER    
G0250X107 AMCOR PLC 8,211 6,748
G5960L103 MEDTRONIC PLC 7,031 7,332
29364G103 ENTERGY CORP 8,561 8,298
36266G107 GE HEALTHCARE TECHNO 1,339 696
49177J102 KENVUE INC 5,660 6,028
704326107 PAYCHEX INC 4,400 4,407
80105N105 SANOFI SPONSORED 6,253 6,365
98389B100 XCEL ENERGY INC 5,849 6,129

TY 2023 InvestmentsOtherSchedule2
Name:
ELMORE FAMILY FOUNDATION CO-TA
EIN:
65-6343553
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
23320G513 DFA INTERMEDIATE TER AT COST 150,000 130,842
464287804 ISHARES CORE S&P SMA AT COST 40,614 79,456
233203371 DFA INTERNATIONAL CO AT COST 117,493 141,536
36209VQC1 GOVT NATL MTGE ASSN AT COST 4,170 84
22822V101 CROWN CASTLE INC AT COST 10,094 8,063
25434D203 DFA INTERNATIONAL VA AT COST 42,323 41,616
742935489 OSTERWEIS STRATEGIC AT COST 75,000 69,534
464288687 ISHARES PREFERRED AN AT COST 51,112 40,547
97717W570 WISDOMTREE US MIDCAP AT COST 55,293 105,311
756109104 REALTY INCOME CORP AT COST 5,594 4,823
27826A730 EATON VANCE FLOATING AT COST 79,934 74,221
00143W859 INVESCO DEVELOPING M AT COST 48,940 58,109
52468A665 LEGG MASON PARTNERS AT COST 50,000 38,308
253868103 DIGITAL REALTY TRUST      

TY 2023 OtherAssetsSchedule
Name:
ELMORE FAMILY FOUNDATION CO-TA
EIN:
65-6343553
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
XXX-XX-XXXX OCCIDENTAL PETROLEUM   0 428


TY 2023 OtherDecreasesSchedule
Name:
ELMORE FAMILY FOUNDATION CO-TA
EIN:
65-6343553
Description Amount
2023 TRANSACTIONS POSTED IN 2024 1,596
COST BASIS ADJUSTMENT 422


TY 2023 OtherExpensesSchedule
Name:
ELMORE FAMILY FOUNDATION CO-TA
EIN:
65-6343553
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE 60 60   0


TY 2023 OtherIncreasesSchedule
Name:
ELMORE FAMILY FOUNDATION CO-TA
EIN:
65-6343553
Description Amount
2022 TRANSACTIONS POSTED IN 2023 1,032
ROUNDING 3
RECOVERY OF PRIOR YEAR GRANTS 7,500


TY 2023 OtherProfessionalFeesSchedule
Name:
ELMORE FAMILY FOUNDATION CO-TA
EIN:
65-6343553
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 1,131 1,131    


TY 2023 TaxesSchedule
Name:
ELMORE FAMILY FOUNDATION CO-TA
EIN:
65-6343553
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 708 708   0
FEDERAL TAX PAYMENT - PRIOR YE 581 0   0
FEDERAL ESTIMATES - PRINCIPAL 846 0   0
FOREIGN TAXES ON QUALIFIED FOR 447 447   0
FOREIGN TAXES ON NONQUALIFIED 113 113   0