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
BUCK FOUNDATION
C/O ANDREW BUCK
Number and street (or P.O. box number if mail is not delivered to street address)8045 WASHINGTON AVE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
EVANSVILLE, IN47715
A Employer identification number

74-2405298
B Telephone number (see instructions)

(303) 725-5567
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$14,504,523
J Accounting method:
MODIFIED CASH
(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... 236,441 236,441  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -155,066
b Gross sales price for all assets on line 6a 3,342,623
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 282,543 282,543  
12 Total. Add lines 1 through 11........ 363,918 518,984  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 132,015 15,450   116,565
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 15,756 0   15,756
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 6,950 3,475   3,475
c Other professional fees (attach schedule).... 55,855 55,855   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 7,735 0   7,735
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 7,393 3,696   3,697
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 14,144 3,793   10,351
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 239,848 82,269   157,579
25 Contributions, gifts, grants paid....... 425,190 425,190
26 Total expenses and disbursements. Add lines 24 and 25 665,038 82,269   582,769
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -301,120
b Net investment income (if negative, enter -0-) 436,715
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............. 20,512 29,828 29,828
2 Savings and temporary cash investments......... 365,271 286,690 286,690
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) 1,642,238 Click to see attachment
List of Attached Documents:
// Content
1,972,093
1,947,877
b Investments—corporate stock (attach schedule)....... 5,131,763 Click to see attachment
List of Attached Documents:
// Content
4,836,398
7,064,344
c Investments—corporate bonds (attach schedule)....... 2,719,738 Click to see attachment
List of Attached Documents:
// Content
2,493,046
2,452,024
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).......... 882,698 Click to see attachment
List of Attached Documents:
// Content
843,045
2,723,760
14 Land, buildings, and equipment: basis right arrow5,611
Less: accumulated depreciation (attach schedule) right arrow5,611      
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,762,220 10,461,100 14,504,523
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...........    
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 778,368 778,368
28 Retained earnings, accumulated income, endowment, or other funds 9,983,852 9,682,732
29 Total net assets or fund balances (see instructions)..... 10,762,220 10,461,100
30 Total liabilities and net assets/fund balances (see instructions). 10,762,220 10,461,100
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
10,762,220
2
Enter amount from Part I, line 27a .....................
2
-301,120
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
10,461,100
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
10,461,100
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b CAPITAL 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 3,250,720   3,497,689 -246,969
b 91,903     91,903
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       -246,969
b       91,903
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 -155,066
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 6,070
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 6,070
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 6,070
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 5,413
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 5,413
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 9 657
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, CO
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 arrowWWW.THEBUCKFOUNDATION.ORG
14
The books are in care ofright arrowANDREW BUCK Telephone no.right arrow (303) 725-5567

Located atright arrow8045 WASHINGTON AVEEVANSVILLEIN ZIP+4right arrow47715
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
DAVID BUCK DIRECTOR
1.00
0 0 0
1800 N PROSPECT AVE APT 19B
MILWAUKEE,WI53202
DIANE M BUCK SECRETARY
1.00
0 0 0
1800 N PROSPECT AVE APT 19B
MILWAUKEE,WI53202
CAROL DETTMANN VICE-CHAIR
1.00
0 0 0
120 WYCOMBE RD
NEUTRAL BAY   NSW 2089
AS
NINA BAMBINA BUCK DIRECTOR
1.00
0 0 0
8045 WASHINGTON AVENUE
EVANSVILLE,IN47715
CHRISTOPHER BUCK CHAIR
2.00
30,900 0 0
6754 SWENSON WAY
SACRAMENTO,CA95831
ANDREW BUCK TREASURER
1.00
0 0 0
8045 WASHINGTON AVENUE
EVANSVILLE,IN47715
LELAND BUCK DIRECTOR
1.00
0 0 0
801 HIGHLAND PARK DRIVE
MISSOULA,MT59803
NICHOLAS DETTMANN DIRECTOR
1.00
0 0 0
120 WYCOMBE RD
NEUTRAL BAY   NSW 2089
AS
DREW TRUSLOVE DIRECTOR
1.00
0 0 0
20 PINE STREET
CAMMERAY   NSW 2062
AS
JESSICA DETTMANN DIRECTOR
1.00
0 0 0
20 PINE STREET
CAMMERAY   NSW 2062
AS
ZOE BUCK DIRECTOR
1.00
0 0 0
6001 BOTINA RD APT N-203
LAKE OSWEGO,OR97035
DOUGLAS BUCK DIRECTOR
1.00
0 0 0
1003 OAK WAY
MADISON,WI53705
ERIKA CHURCH EXECUTIVE DIRECTOR
36.00
101,115 11,235 0
27877 LUPINE DRIVE
EVERGREEN,CO80439
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 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
10,735,408
b
Average of monthly cash balances.......................
1b
323,728
c
Fair market value of all other assets (see instructions)................
1c
2,670,574
d
Total (add lines 1a, b, and c).........................
1d
13,729,710
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
13,729,710
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
205,946
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
13,523,764
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
676,188
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
676,188
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
6,070
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,070
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
670,118
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
670,118
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
670,118
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
582,769
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
582,769
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 7 670,118
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...... 104,582
b From 2019......  
c From 2020......  
d From 2021...... 5,386
e From 2022......  
f Total of lines 3a through e ........ 109,968
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 582,769
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..... 582,769
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 87,349 87,349
(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 22,619
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 ..........
0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ...
17,233
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
5,386
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021.... 5,386
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.
DIANE M BUCK
CAROL DETTMANN
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:
ERIKA CHURCH
THE BUCK FOUNDATION 27877 LUPINE
DRIVE
DENVER,CO80439
(303) 725-5567
ECHURCH@THEBUCKFOUNDATION.ORG
bThe form in which applications should be submitted and information and materials they should include:
APPLICANTS ARE REQUESTED TO COMPLETE AN ONLINE LETTER OF INQUIRY AT WWW.THEBUCKFOUNDATION.ORG. THE SUBMITTABLE GRANT APPLICATION FORM IS EMAILED BY THE EXECUTIVE DIRECTOR TO QUALIFIED APPLICANTS.
cAny submission deadlines:
LETTER OF INTEREST DEADLINE IS JANUARY 15TH. FULL PROPOSALS DUE MARCH 15TH.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
APPLICANTS MUST BE 501(C)(3) TAX -EXEMPT ORGANIZATIONS OR NON-GOVERNMENTAL AGENCIES. APPLICATIONS FROM INDIVIDUALS, ENDOWMENT FUNDS, OR CAPITAL CAMPAIGNS WILL NOT BE CONSIDERED. PREFERENCE IS GIVEN TO CHARITABLE ORGANIZATIONS IN THE DENVER, CO. METROPOLITAN AREA.
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

350 COLORADO

2861 ELLISON PL C/O MICAH PARKIN
BOULDER,CO80304
N/A PC GENERAL OPERATING SUPPORT 35,000

9TO5 COLORADO

207 E BUFFALO ST STE 211
MILWAUKEE,WI53202
N/A PC GENERAL OPERATING SUPPORT 15,000

AMERICAN FRIENDS SERVICE COMMITTEE COLORADANS FOR IMMIGRANT RIGHTS PROGRAM

1501 CHERRY STREET
PHILADELPHIA,PA19102
N/A PC COLORADANS FOR IMMIGRANT RIGHTS 15,000

SAFE PARKING INITIATIVE CO BARTON INSTITUTE FOR COMMUNITY ACTION

1114 W 7TH AVE SUITE 215
DENVER,CO80204
N/A PC GENERAL OPERATING SUPPORT 10,000

BAYAUD ENTERPRISES INC

333 W BAYAUD AVE
DENVER,CO80223
N/A PC GENERAL OPERATING SUPPORT 15,000

BLUEGREEN ALLIANCE COLORADO

2701 UNIVERSITY AVE SE 209
MINNEAPOLIS,MN55414
N/A PC GENERAL OPERATING SUPPORT 10,000

DENVER FOOD RESCUE

3840 YORK STREET 245
DENVER,CO80205
N/A PC GENERAL OPERATING SUPPORT 10,000

ENERGY SMART COLORADO

PO BOX 4842
FRISCO,CO80443
N/A PC GENERAL OPERATING SUPPORT 10,000

GRID ALTERNATIVES COLORADO

1171 OCEAN AVE
OAKLAND,CA94608
N/A PC GENERAL OPERATING SUPPORT 20,000

HANA ARTS

PO BOX 686
HANA,HI96713
N/A PC GENERAL OPERATING SUPPORT 10,000

HIGH COUNTY CONSERVATION CENTER

PO BOX 4506
FRISCO,CO80443
N/A PC GENERAL OPERATING SUPPORT 15,000

HOMIES UNIDOS DENVER

3264 LARIMAR ST UNIT D
DENVER,CO80205
N/A PC GENERAL OPERATING SUPPORT 10,000

LA PUENTE HOME INC

PO BOX 1235
ALAMOSA,CO81101
N/A PC GENERAL OPERATING SUPPORT 18,000

MILE HIGH UNITED WAY BRIDGING THE GAP PROGRAM

711 PARK AVENUE WEST
DENVER,CO80205
N/A PC GENERAL OPERATING SUPPORT 10,000

PROJECT VOYCE

2900 DOWNING STREET 1B
DENVER,CO80205
N/A PC GENERAL OPERATING SUPPORT 15,000

QUIVIRA COALITION NEW AGRARIAN PROGRAM

1413 SECOND ST SUITE 1
SANTA FE,NM87505
N/A PC GENERAL OPERATING SUPPORT 10,000

YOUTH DOCUMENTARY ACADEMY CO RMWFF

2727 NORTH CASCADE AVE SUITE 140
COLORADO SPRINGS,CO80997
N/A PC GENERAL OPERATING SUPPORT 10,000

RURAL COMMUNITIES RESOURCE CENTER

204 S MAIN STREET
YUMA,CO80759
N/A PC GENERAL OPERATING SUPPORT 8,000

ST FRANCIS SOCIAL SERVICES THE HOUSE OF WELCOME

197 THE TRONGATE
SOUTH GRANVILLE NSW,GRANVILLE 2142  
AS
N/A PC GENERAL OPERATING SUPPORT 15,000

STREET FRATERNITY

8720 E COLFAX AVE
DENVER,CO80220
N/A PC GENERAL OPERATING SUPPORT 15,000

SUNSHINE HOME SHARE

3532 NORTH FRANKLIN ST E2/E3
DENVER,CO80205
N/A PC GENERAL OPERATNG SUPPORT 7,500

THE ALLIANCE FOR SUSTAINABLE COLORADO ALLIANCE CENTER

1536 WYNKOOP ST
DENVER,CO80202
N/A PC GENERAL OPERATING SUPPORT 15,000

WESTERN REGIONAL ADVOCACY PROJECT (WRAP)

20 JOY STREET
SAN FRANCISCO,CA94110
N/A PC GENERAL OPERATING SUPPORT 10,000

GREEN LATINOS

1919 14TH ST
BOULDER,CO80302
N/A PC GENERAL OPERATING SUPPOPRT 15,000

HOUSEKEYS ACTION NETWORK DENVER CO WESTERN REGIONAL ADVOCACY PROJECT

2940 16TH STREET SUITE 200-2
SAN FRANCISCO,CA94103
N/A PC GENERAL OPERATING SUPPORT 15,000

NEU-LIFE COMMUNITY DEVELOPMENT (JOHNSONS PARK)

2014 W NORTH AVE
MILWAUKEE,WI53205
N/A PC GENERAL OPERATING SUPPORT 5,000

ROCKY MOUNTAIN EMPLOYEE OWNERSHIP CENTER

3000 LAWRENCE ST SUITE 21
DENVER,CO80205
N/A PC GENERAL OPERATING SUPPORT 10,000

SAME CAFE DENVER

2023 COLFAX AVE
DENVER,CO80206
N/A PC GENERAL OPERATING SUPPORT 10,000

NATIONAL TROPICAL BOTANICAL GARDENS

3530 PAPALINA RD
KALAHEO,HI96741
N/A PC GENERAL OPERATING SUPPORT 30,000

ROSE FOUNDATION

4500 CHERRY CREEK DR STE 900
DENVER,CO80246
N/A PC GENERAL OPERATING SUPPORT 15,000

CANCER PATHWAYS MIDWEST

5740 VOGEL RD
EVANSVILLE,IN47715
N/A PC GENERAL OPERATING SUPPORT 2,000

AMERICAN FRIENDS SERVICE COMMITTEE GAZA PROGRAM

1501 CHERRY STREET
PHILADELPHIA,PA19102
N/A PC GAZA PROGRAM 2,000

PROJECT VOYCE

2900 DOWNING STREET 1B
DENVER,CO80205
N/A PC BUCK SCHOLAR, ANUSHAY FAROQUI 7,290

SAME CAFE DENVER

2023 COLFAX AVE
DENVER,CO80206
N/A PC BUCK SCHOLAR, NICOLE KURI 5,400
Total .................................right arrow 3a 425,190
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 ....     14 236,441  
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 .....     16 282,543  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 -155,066  
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) .. 0 363,918 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
363,918
(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:
BUCK FOUNDATION
 
C/O ANDREW BUCK
EIN:
74-2405298
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROFESSIONAL FEES 6,950 3,475   3,475

TY 2023 InvestmentsCorpBondsSchedule
Name:
BUCK FOUNDATION
 
C/O ANDREW BUCK
EIN:
74-2405298
Name of Bond End of Year Book Value End of Year Fair Market Value
PIMCO EMERGING MKTS LCL 222,152 235,822
THE HOME DEPOT 3.35% 155,554 147,110
MORGAN STANLEY 3.625% 01/27 187,217 169,714
AMERICAN BEACON SIM HIGH 302,924 310,198
HARTFORD FLOATING RATE H 313,547 305,346
APPLE INC 2.2% 09/29 127,854 126,284
AMAZON COM INC 3.6% 04/32 74,526 71,379
CATALYST ENHANCED INCOME 228,398 196,806
JP MORGANMORT BACKED SEC I 110,422 111,899
THE CHARLES SCHWAB 3.0% 03/25 71,982 72,932
ORACLE CORP 2.5% 04/25 71,683 72,613
THE KROGER CO 3.5% 02/26 62,001 63,237
WELLS FARGO & CO 3.0% 04/26 70,434 71,836
CVS HEALTH CORP 4.3% 03/28 73,841 73,744
PFIZER INVT 4.45% 05/28 75,316 74,967
BNY MELLON INVEST VAR 10/28 75,068 77,549
VERIZON COMMUNICATION 2.55% 03/31 42,173 43,120
BANK OF AMERICA VAR 07/33 75,005 74,003
JP MORGAN CHASE VAR 06/34 75,685 76,131
US BANCORP VAR 06/34 77,264 77,334

TY 2023 InvestmentsCorpStockSchedule
Name:
BUCK FOUNDATION
 
C/O ANDREW BUCK
EIN:
74-2405298
Name of Stock End of Year Book Value End of Year Fair Market Value
EQUINIX INC REIT 27,556 35,437
TYLER TECHNOLOGIES 36,521 39,721
ALPHABET INC CLASS A 21,879 39,113
ALPHABET INC CLASS C 17,648 30,018
WALT DISNEY 27,297 25,913
BOOKING HOLDINGS INC 18,325 35,472
SYNOPSYS INC 18,194 38,618
COOPER COMPANIES 34,996 42,764
NORDSON CORP 28,475 38,039
PTC INC 24,965 39,541
PROGRESSIVE CO OHIO 15,594 26,600
SALESFORCE COM 25,170 45,523
FORTUNE BRANDS HM&S 25,825 26,040
TJX COMPANIES INC 24,935 38,931
EDWARDS LIFESCIENCES 29,632 26,459
STERIS PLC 29,639 35,836
HENRY JACK & ASSOC 14,941 16,178
RMB JAPAN I 60,476 57,898
DANAHER CORP 26,468 32,850
MARKETAXESS HOLDINGS 39,687 26,064
VISA INC 38,127 48,165
RMB SMALL CAP I 281,103 302,538
BRANDES EMERGING MARKETS 121,160 136,649
TRANSAMERICA INTERNATIONAL 167,243 183,033
RMB INTERNATIONAL 622,653 669,148
VANGUARD FTSE SOCIAL INDEX FUND INV 1,051,748 2,267,081
TIAA CREF SOCIAL CHOICE EQTY FD IN STL 1,378,501 2,000,362
AMAZON.COM INC 31,157 47,405
ENTEGRIS INC 20,228 31,872
S&P GLOBAL INC 30,676 44,052
HAMLIN HIGH DIV EQUITY 359,517 428,641
AMETEK INC 22,748 26,547
PALO ALTO NETWORKS 18,626 30,962
NORTHERN EMERGING MARKET 144,688 150,874

TY 2023 InvestmentsGovtObligationsSch
Name:
BUCK FOUNDATION
 
C/O ANDREW BUCK
EIN:
74-2405298
US Government Securities - End of Year Book Value:

1,972,093
US Government Securities - End of Year Fair Market Value:

1,947,877
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 InvestmentsOtherSchedule2
Name:
BUCK FOUNDATION
 
C/O ANDREW BUCK
EIN:
74-2405298
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
GUNBARREL SHOPPING CENTER LLC FMV 843,045 2,723,760

TY 2023 OtherExpensesSchedule
Name:
BUCK FOUNDATION
 
C/O ANDREW BUCK
EIN:
74-2405298
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSE 5,650 2,825   2,825
EDUCATION AND CONFERENCES 334 167   167
MEALS AND ENTERTAINMENT 1,603 801   802
PAYROLL EXPENSE 2,410 0   2,410
MISC DONATIONS 464 0   464
GRANT MANAGEMENT SOFTWARE 3,683 0   3,683


TY 2023 OtherIncomeSchedule2
Name:
BUCK FOUNDATION
 
C/O ANDREW BUCK
EIN:
74-2405298
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
GUNBARREL SHOPPING CENTER, LLC 282,543 282,543 282,543


TY 2023 OtherProfessionalFeesSchedule
Name:
BUCK FOUNDATION
 
C/O ANDREW BUCK
EIN:
74-2405298
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 55,855 55,855   0


TY 2023 TaxesSchedule
Name:
BUCK FOUNDATION
 
C/O ANDREW BUCK
EIN:
74-2405298
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 7,735 0   7,735