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
MAY FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)123 NORTH BLOUNT ST 606
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MADISON, WI53703
A Employer identification number

39-2006747
B Telephone number (see instructions)

(402) 707-7379
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$7,640,198J 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... 142,569 139,488  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 117,062
b Gross sales price for all assets on line 6a 2,192,563
7 Capital gain net income (from Part IV, line 2)... 117,062
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
105 105  
12 Total. Add lines 1 through 11........ 259,736 256,655  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,500 0   4,500
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
82,451 82,451   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
17,522 3,522   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 6,961 0   6,961
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
29,543 0   29,543
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 140,977 85,973   41,004
25 Contributions, gifts, grants paid....... 381,000 381,000
26 Total expenses and disbursements. Add lines 24 and 25 521,977 85,973   422,004
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -262,241
b Net investment income (if negative, enter -0-) 170,682
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 53,540 95,307 95,307
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,916,967 Click to see attachment
List of Attached Documents:
// Content
1,980,870 		1,876,061
b Investments—corporate stock (attach schedule)....... 3,667,410 Click to see attachment
List of Attached Documents:
// Content
3,400,948 		4,539,970
c Investments—corporate bonds (attach schedule)....... 1,299,627 Click to see attachment
List of Attached Documents:
// Content
1,203,336 		1,128,860
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,937,544 6,680,461 7,640,198
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 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........... 6,937,544 6,680,461
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 6,937,544 6,680,461
30 Total liabilities and net assets/fund balances (see instructions). 6,937,544 6,680,461
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
6,937,544
2
Enter amount from Part I, line 27a .....................
2
-262,241
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
5,158
4
Add lines 1, 2, and 3 ..........................
4
6,680,461
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
6,680,461
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 P    
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,192,211   2,075,501 116,710
b 352     352
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       116,710
b       352
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 117,062
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 2,372
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 2,372
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 2,372
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,410
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,410
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 38
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 1,000
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
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 arrowWI
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 arrowGREGG MAY Telephone no.right arrow (402) 707-7379

Located atright arrow123 NORTH BLOUNT ST 606MADISONWI ZIP+4right arrow53703
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
KAREN L SISLO PRESIDENT
0.25 		0 0 0
1016 EASTHILL PLACE
WAUSAU,WI54403
EDWARD W MAY JR VICE PRESIDENT
0.25 		0 0 0
432 S 88TH STREET
OMAHA,NE68114
AMY SISLO RYDLAND SECRETARY
0.25 		0 0 0
14430 BERMUDA DUNES WAY
COLORADO SPRINGS,CO80921
WILLIAM E SISLO ASSISTANT TREASURER
0.25 		0 0 0
3951 NATCHEZ AVENUE S STREET
ST LOUIS PARK,MN55416
JEFFERY R MAY DIRECTOR
0.25 		0 0 0
819 RUSSETT ROAD
ANN ARBOR,MI48103
GREGG T MAY DIRECTOR
0.25 		0 0 0
123 N BLOUNT STREET 606
MADISON,WI53703
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
MORGAN STANLEY INVESTMENT ADVISOR 81,355
11161 OVERBROOK RD STE 225
LEAWOOD,KS66211
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 N/A 0
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
7,291,553
b
Average of monthly cash balances.......................
1b
75,602
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
7,367,155
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
0
3
Subtract line 2 from line 1d.........................
3
7,367,155
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
110,507
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,256,648
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
362,832
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
362,832
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,372
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,372
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
360,460
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
360,460
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
360,460
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
422,004
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
422,004
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 7 360,460
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 367,727
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 422,004
a Applied to 2022, but not more than line 2a 367,727
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		Click to see attachment
List of Attached Documents:
// Content
0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 54,277
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		306,183
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....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
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 e-mail address of the person to whom applications should be addressed:
MAY FAMILY FOUNDATION INC ATTN AMY
14430 BERMUDA DUNES WAY
COLORADO SPRINGS,CO80921
(715) 845-4336
bThe form in which applications should be submitted and information and materials they should include:
APPLICATIONS SHOULD INCLUDE DETAILS ON THE ACTIVITY OR ORGANIZATION FOR WHICH SUPPORT IS REQUESTED, THE AMOUNT NEEDED, OTHER SOURCES OF FUNDING, AND DOCUMENTED EXEMPT STATUS OF THE ORGANIZATION.
cAny submission deadlines:
NONE SPECIFIED AT THIS TIME.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE SPECIFIED AT THIS TIME.
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

826 MICHIGAN

115 E LIBRARY ST
ANN ARBOR,MI48104 		N/A PUBLIC CHARITY VARIOUS CHARITABLE PURPOSES 25,000

BRENT'S PLACE

11980 E 16TH AVE
AURORA,CO80010 		N/A PUBLIC CHARITY VARIOUS CHARITABLE PURPOSES 10,000

CAMP JORN YMCA

13591 ZENNER LN
MANITOWISH WATERS,WI54545 		N/A PUBLIC CHARITY VARIOUS CHARITABLE PURPOSES 10,000

CHRISTO REY JESUIT HIGH SCHOOL

2924 4TH AVE S
MINNEAPOLIS,MN55408 		N/A PUBLIC CHARITY VARIOUS CHARITABLE PURPOSES 20,000

FAITH'S LODGE

505 US-169 245
PLYMOUTH,MN55441 		N/A PUBLIC CHARITY VARIOUS CHARITABLE PURPOSES 10,000

FRANK B KOLLER MEMORIAL LIBRARY

BOX 100 HWY 51
MANITOWISH WATERS,WI54545 		N/A PUBLIC CHARITY VARIOUS CHARITABLE PURPOSES 10,000

MATRIX HUMAN SERVICES

L 3912
COLUMBUS,OH43260 		N/A PUBLIC CHARITY VARIOUS CHARITABLE PURPOSES 30,000

MENTORING AFFECTS YOUTH

201 SOUTH STREET SUITE 615
BOSTON,MA02111 		N/A PUBLIC CHARITY VARIOUS CHARITABLE PURPOSES 25,000

ONCE UPON A ROOM

4926 OAKWOOD AVE
LA CANADA,CA91011 		N/A PUBLIC CHARITY VARIOUS CHARITABLE PURPOSES 15,000

OUR HOUSE

111 S WALLACE BLVD
ANN ARBOR,MI48197 		N/A PUBLIC CHARITY VARIOUS CHARITABLE PURPOSES 10,000

PIKES PEAK ORANGE CRUSH

14430 BERMUDA DUNES WAY
COLORADO SPRINGS,CO80921 		N/A PUBLIC CHARITY VARIOUS CHARITABLE PURPOSES 15,000

PROJECT 127

14000 E JEWELL AVE
AURORA,CO80012 		N/A PUBLIC CHARITY VARIOUS CHARITABLE PURPOSES 10,000

RED CABOOSE CHILD CARE INC

654 WILLIAMSON ST
MADISON,WI53703 		N/A PUBLIC CHARITY VARIOUS CHARITABLE PURPOSES 50,000

ROBERT W MONK GARDENS

518 S 7TH AVE
WAUSAU,WI54401 		N/A PUBLIC CHARITY VARIOUS CHARITABLE PURPOSES 65,000

SCHOLL COMMUNITY IMPACT GROUP

13141 OLD W ROAD
WINCHESTER,WI54557 		N/A PUBLIC CHARITY VARIOUS CHARITABLE PURPOSES 20,000

SHENANDOAH IOWA EDUCATION FOUNDATION

PO BOX 351
SHENANDOAH,IA51601 		N/A PUBLIC CHARITY VARIOUS CHARITABLE PURPOSES 25,000

WAUSAU CHILDRENS MUSEUM

227011 PHEASANT AVE
WAUSAU,WI544015606 		N/A PUBLIC CHARITY VARIOUS CHARITABLE PURPOSES 10,000

WOMEN'S SERVICE LEAGUE

PO BOX 1384
WAUSAU,WI544021384 		N/A PUBLIC CHARITY VARIOUS CHARITABLE PURPOSES 6,000

WORKPLACE VOLUNTEER COUNCIL

PO BOX 1384
WAUSAU,WI544021348 		N/A PUBLIC CHARITY VARIOUS CHARITABLE PURPOSES 5,000

YMCA OF THE NORTHWOODS

2003 E WINNEBAGO ST
RHINELANDER,WI54501 		N/A PUBLIC CHARITY VARIOUS CHARITABLE PURPOSES 10,000
Total .................................right arrow 3a 381,000
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 ........... 		         
4 Dividends and interest from securities ....     14 142,569  
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 .....     14 105  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 117,062  
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) .. 0 259,736 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
259,736
(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:
MAY FAMILY FOUNDATION INC
EIN:
39-2006747
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 4,500 0   4,500

TY 2023 AppliedToPriorYearElection
Name:
MAY FAMILY FOUNDATION INC
EIN:
39-2006747
Election:
THE FOUNDATION IS ELECTING UNDER REGULATION SECTION 53.4942(A)-3(D)(2) TO CARRYBACK EXCESS DISTRIBUTIONS TO OFFSET UNDISTRIBUTED INCOME FROM PRIOR YEARS.

TY 2023 InvestmentsCorpBondsSchedule
Name:
MAY FAMILY FOUNDATION INC
EIN:
39-2006747
Name of Bond End of Year Book Value End of Year Fair Market Value
TORONTO-DOMINION BANK 80,153 79,645
JP MORGAN CHASE & CO 80,435 79,500
GILEAD SCIENCES INC 81,049 78,772
ENTERPRISE PRODUCTS OPERATING LLC 81,120 78,976
BERKSHIRE HATHAWAY INC 81,541 77,885
VERIZON COMMUNICATIONS INC 80,001 76,253
GOLDMAN SACHS GROUP INC/THE FX D TO 88,939 83,009
BANK OF AMERICA CORP 162,529 152,399
UNITEDHEALTH GROUP INC 152,162 152,771
ANHEUSER-BUSCH INBEV WORLDWIDE INC 87,840 76,177
AT&T INC 134,799 118,270
CITIGROUP INC FXD TO 92,768 75,203

TY 2023 InvestmentsCorpStockSchedule
Name:
MAY FAMILY FOUNDATION INC
EIN:
39-2006747
Name of Stock End of Year Book Value End of Year Fair Market Value
ABB LTD 5,187 13,295
ABBVIE INC COM 9,552 12,274
ACCENTURE PLC IRELAND CL A 23,540 49,127
ADOBE INC 17,682 40,105
ADVENTEST CORP 6,803 7,758
AIA GROUP LTD SPON ADR 20,197 17,674
AIR LIQUIDE ADR 10,335 14,980
AIRBUS SE UNSPONSORED ADR 10,581 14,862
AKZO NOBEL NV ADR 14,383 11,571
ALBANY INTL A NEW 15,278 29,564
ALCOA CORP 14,629 15,164
ALPHABET INC CL A 26,807 63,838
AMAZON COM INC 17,706 35,858
AMER INTL GP INC NEW 32,635 46,070
AON PLC CL A 7,858 15,165
APPLE INC 17,648 53,331
ARISTA NETWORKS INC 32,252 41,921
ARMSTRONG WORLD INDS INC NEW 29,488 37,558
ASICS CORP ADR 4,653 8,148
ASM INTERNATIONAL NV 10,169 14,846
ASML HOLDING NV NY REG NEW 7,132 9,200
AZENTA INC 21,886 44,100
BADGER METER INC 7,821 27,787
BALL CORP 19,917 22,145
BANDAI NAMCO HLDGS INC ADR 8,209 6,556
BANK OF HAWAII CORP 40,176 38,331
BJS WHSL CLUB HLDGS INC 23,039 23,864
BOSTON SCIENTIFIC CORP 44,572 53,416
BP PLC ADS 14,395 18,939
BRISTOL MYERS SQUIBB CO 31,000 27,759
BUREAU VERITA SA ADR 14,183 11,722
CAPGEMINI S E UNSPONSORED ADR 5,795 6,756
CARLSBERG AS 7,389 7,680
CBOE GLOBAL MARKETS INC 12,229 15,224
CHARLES SCHWAB NEW 44,692 46,027
CHEESE CAKE FACTORY 20,052 33,224
CHEVRON CORP 46,160 53,399
CHUBB LTD 9,070 9,308
CLOROX CO 11,065 12,699
CME GROUP INC 23,494 24,219
CMS ENERGY CP 20,381 20,731
COCA-COLA EUROPACIFIC PARTNERS 9,008 10,582
COMPAGNIE FIN RICHEMONTAG ADR 11,990 12,446
COMPASS GROUP PLC SPD ADR 13,765 18,110
CONOCOPHILLIPS 19,818 34,705
CONSTELLATION BRANDS INC CL A 38,086 40,614
CONSTRUCTION PARTNERS INC C-A 22,076 45,870
CONTL AG SPONS ADR 13,918 13,043
COSTCO WHOLESALE CORP NEW 14,299 41,643
COUSINS PPTYS INC 7,032 7,232
COVESTRO AG SPONSORED ADR 7,267 8,787
CSX CORP 24,740 27,251
DAIKIN INDS LTD UNSPON ADR 12,634 10,712
DAIWA HOUSE IND LTD ADR 8,486 9,545
DARDEN RESTAURANTS 32,957 37,132
DBS GROUP HOLDINGS LTD SP 5,343 7,902
DEXCOM INC 33,208 47,030
DISCO CORP ADR 4,626 11,736
DOLLAR TREE INC 26,104 25,001
EATON CORP PLC SHS 14,990 43,588
EDISON INTERNATIONAL 13,305 16,657
ELI LILLY & CO 20,476 41,411
ENGIE SPONS ADR 18,539 24,477
EOG RESOURCES INC 3,276 11,060
EVERTEC INC 41,846 42,332
EXPERIAN GP LTD ADR 6,341 6,286
FANUC CORPORATION UNSP ADR 8,609 8,972
FIRST FINANCIAL BANKSHARES INC 21,923 24,725
FIRST INDUSTRIAL REALTY TR INC 13,842 14,958
FISERV INC COM 21,091 27,631
FMC CORP NEW 19,786 14,754
FREEPORT-MCMORAN CL-B 25,354 34,822
FULLER H B & COMPANY 35,916 40,217
GALLAGHER ARTHUR J & CO 25,794 25,636
GETTY REALTY CORP 32,627 27,847
GILDAN ACTIVEWEAR INC 3,484 3,249
GRACO INC 7,593 19,087
HALMA PLC UNSPON ADR 5,643 6,813
HASBRO INC 21,617 18,841
HERSHEY COMPANY 17,987 16,471
HEXCEL CORP NEW 4,079 8,555
HILLMAN SOLUTIONS CORP 46,140 42,191
HOME DEPOT INC 22,121 36,734
HOULIHAN LOKEY INC CL A 20,644 56,717
HOYA CORP SPONS ADR 11,143 13,127
HSBC HOLDINGS PLC SPON ADR 12,723 17,027
HUMANA INC 16,394 16,512
HUNTINGTON INGALLS INDUSTRIES 18,633 28,820
ICON PLC 11,230 14,673
IMCD GROUP N V ADR 6,798 8,190
ING GROEP NV ADR 10,718 12,497
INTERACTIVE BROKERS GROUP CL A 7,485 8,041
INTUIT INC 17,714 40,208
INTUITIVE SURGICAL INC 25,340 32,935
INVITATION HOMES INC 23,398 23,161
JACK HENRY & ASSOC INC 14,468 19,282
JOHN BEAN TECHNOLOGIES CORP 20,295 20,288
JOHNSON CTLS INTL PLC 19,789 24,728
KBC GROUP NV UNSPONS ADR 9,854 9,665
LAKELAND FINCL 28,417 26,259
LANDSTAR SYSTEM INC 20,600 41,247
LCI INDS 11,841 12,068
LEGRAND SA 11,521 12,162
LESLIES INC 77,858 32,387
LINDE PLC 19,678 28,337
LITHIA MTRS INC 23,060 24,201
LONDON STK EXCHANGE GROUP ADR 9,192 10,404
M&T BANK CORP 9,713 9,832
MANHATTAN ASSOC INC 14,943 27,346
MARTIN MARIETTA MATERIALS 25,187 31,290
MCKESSON CORP 15,662 17,558
MERCK KGAA SPD ADR 10,241 10,983
META PLATFORMS INC CL A 31,611 35,396
MICRON TECH INC 37,924 44,889
MICROSOFT CORP 17,017 48,133
MID AMER APART COMM INC 23,838 25,413
MOODYS CORP 25,040 29,319
MTU AERO ENGINES AG 5,664 6,030
NATL BEVERAGE CORP 14,329 33,263
NEUROCRINE BIOSCIENCES INC 16,495 22,663
NEXTERA ENERGY INC 24,243 27,819
NOMURA RESH INST LTD ADR 11,094 11,897
NORTHROP GRUMMAN CP 26,997 25,635
NOVO NORDISK A/S ADR 17,945 26,897
NVIDIA CORPORATION 20,614 52,493
NXP SEMICONDUCTORS NV 16,118 36,519
O'REILLY AUTOMOTIVE INC NEW 23,490 32,686
OLD DOMINION FREIGHT LINE 24,167 28,077
ON SEMICONDUCTOR CORP 22,499 25,978
PACCAR INC 10,260 17,577
PAPA JOHNS INTL INC 23,940 19,362
PERNOD RICARD SA ADR 11,139 11,188
PIONEER NATURAL RESOURCES CO 15,376 28,560
PRIMERICA INC 17,882 40,329
PROCTER & GAMBLE 19,514 27,403
RBC BEARINGS INC 21,865 46,152
RECRUIT HOLDINGS CO. LTD. ADR 5,892 7,664
REINSURANCE GROUP OF AMERICA 24,575 33,003
RELX PLC SPONSORED ADR 14,852 26,414
RENESAS ELECTRONICS CORP ADR 6,574 9,221
RLI CORP 17,862 31,816
ROBERT HALF INC 15,410 17,320
ROCHE HOLDINGS ADR 29,072 21,992
ROPER TECHNOLOGIES INC 19,942 32,776
RYANAIR HLDGS PLC ADR 10,331 19,604
SAMPO OYJ UNSPON ADR 10,949 12,142
SANDVIK AB SPONS ADR 7,962 8,635
SANOFI ADR 22,317 25,909
SAP AG 11,074 12,186
SEMPRA 11,040 14,124
SERVICENOW INC 30,719 41,597
SHERWIN WILLIAMS COMPANY OHIO 24,878 33,373
SHIN ETSU CHEM CO LTD ADR 11,577 12,003
SIEMENS HEALTHINEERS AG ADR 7,252 9,355
SITEONE LANDSCAPE SUPPLY INC 13,289 38,838
SUNCOR ENERGY INC 6,979 10,605
SUZUKI MTR CORP ADR 9,207 9,757
SYNOPSYS INC 19,493 41,158
TESLA INC 29,540 36,775
TEXAS INSTRUMENTS 19,765 17,728
THALES UNSPONSORED ADR 12,072 14,294
THE SCOTTS MIRACLE-GRO COMPANY 34,382 23,843
THERMO FISHER SCIENTIFIC 14,478 26,714
THOR INDUSTRIES INC 16,359 37,485
TJX COS INC NEW 25,516 26,267
TKO GROUP HOLDINGS INC CL A 14,847 11,829
TORO CO 9,811 9,695
TRADE DESK INC CLASS A 17,848 22,092
UNIFIRST CP 34,211 33,655
UNILEVER PLC 16,946 15,708
UNITEDHEALTH GP INC 20,383 36,749
UNIVERSAL MUSIC GROUP NV ADR 7,273 9,737
VERTEX PHARMACEUTICALS 11,369 13,223
VISA INC CL A 23,172 37,751
VONOVIA SE ADR 12,708 9,489
WABTEC CORP 19,608 30,456
WALT DISNEY CO HLDG CO 28,495 25,552
WATSCO INC 26,093 71,554
WD 40 COMPANY 22,747 34,904
WELLS FARGO & CO NEW 41,230 52,912
ZEBRA TECH CL-A 16,134 20,601
ZIMMER BIOMET HLDGS INC COM 12,989 13,265
ZOETIS INC CLASS-A 44,838 66,119
ZOZO INC ADR 7,993 7,409
HENKEL KGAA PFD SHARS SPON ADR 7,519 8,199

TY 2023 InvestmentsGovtObligationsSch
Name:
MAY FAMILY FOUNDATION INC
EIN:
39-2006747
US Government Securities - End of Year Book Value:

1,980,870
US Government Securities - End of Year Fair Market Value:

1,876,061
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 OtherExpensesSchedule
Name:
MAY FAMILY FOUNDATION INC
EIN:
39-2006747
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FJORGE SOFTWARE DEVELOPMENT EXPENSE 29,543 0   29,543


TY 2023 OtherIncomeSchedule2
Name:
MAY FAMILY FOUNDATION INC
EIN:
39-2006747
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
CLASS ACTION SETTLEMENT 105 105 105


TY 2023 OtherIncreasesSchedule
Name:
MAY FAMILY FOUNDATION INC
EIN:
39-2006747
Description Amount
COST BASIS ADJUSTMENT 5,158


TY 2023 OtherProfessionalFeesSchedule
Name:
MAY FAMILY FOUNDATION INC
EIN:
39-2006747
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MGMT FEES 82,451 82,451   0


TY 2023 TaxesSchedule
Name:
MAY FAMILY FOUNDATION INC
EIN:
39-2006747
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID 3,522 3,522   0
2021 EXCISE TAX DUE 12,000 0   0
2022 ESTIMATED TAX PAYMENT 2,000 0   0