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
ROBERT & JOAN DIRCKS FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 559
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DUNSTABLE, MA01827
A Employer identification number

22-3135737
B Telephone number (see instructions)

(978) 449-0072
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$0J 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... 321,963 321,963  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -63
b Gross sales price for all assets on line 6a 37
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).......      
12 Total. Add lines 1 through 11........ 321,900 321,963  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 100,000 60,000   40,000
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
3,321 1,993   1,328
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,701 4,320   2,681
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 110,022 66,313   44,009
25 Contributions, gifts, grants paid....... 758,000 758,000
26 Total expenses and disbursements. Add lines 24 and 25 868,022 66,313   802,009
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -546,122
b Net investment income (if negative, enter -0-) 255,650
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............. 77,033 80,548  
2 Savings and temporary cash investments......... 2,008,303 1,455,768  
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)      
b Investments—corporate stock (attach schedule)....... 10,522,175 Click to see attachment
List of Attached Documents:
// Content
12,349,450 		0
c Investments—corporate bonds (attach schedule)....... 80,796 Click to see attachment
List of Attached Documents:
// Content
81,594 		0
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) 12,688,307 13,967,360 0
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........... 12,688,307 13,967,360
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)..... 12,688,307 13,967,360
30 Total liabilities and net assets/fund balances (see instructions). 12,688,307 13,967,360
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
12,688,307
2
Enter amount from Part I, line 27a .....................
2
-546,122
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,828,175
4
Add lines 1, 2, and 3 ..........................
4
13,970,360
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
3,000
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
13,967,360
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 FIDELITY P 2021-01-01 2023-12-31
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 37   100 -63
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -63
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -63
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 3,554
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 3,554
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 3,554
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 432
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.............. 7 432
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 109
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 3,231
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 arrowMA
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.DIRCKSFOUNDATION.ORG
14
The books are in care ofright arrowCAROLYN VAN RIPER Telephone no.right arrow (978) 449-0072

Located atright arrowPO BOX 559DUNSTABLEMA ZIP+4right arrow01827
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
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
ROBERT E DIRCKS TRUSTEE
10.00 		25,000 0 0
PO BOX 559
DUNSTABLE,MA01827
THOMAS C DIRCKS TRUSTEE
0.00 		0 0 0
PO BOX 559
DUNSTABLE,MA01827
JOAN WALSH TRUSTEE
10.00 		25,000 0 0
PO BOX 559
DUNSTABLE,MA01827
CAROLYN VAN RIPER TRUSTEE
15.00 		50,000 0 0
PO BOX 559
DUNSTABLE,MA01827
WILLIAM C DIRCKS TRUSTEE
0.00 		0 0 0
PO BOX 559
DUNSTABLE,MA01827
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
12,005,855
b
Average of monthly cash balances.......................
1b
1,455,768
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
13,461,623
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
13,461,623
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
201,924
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
13,259,699
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
662,985
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
662,985
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
3,554
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,554
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
659,431
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
659,431
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
659,431
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
802,009
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
802,009
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 7 659,431
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......  
b From 2019...... 51,761
c From 2020...... 58,276
d From 2021...... 100,111
e From 2022...... 72,528
f Total of lines 3a through e ........ 282,676
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 802,009
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..... 659,431
e Remaining amount distributed out of corpus 142,578
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 5 425,254
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) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		425,254
10 Analysis of line 9:
a Excess from 2019.... 51,761
b Excess from 2020.... 58,276
c Excess from 2021.... 100,111
d Excess from 2022.... 72,528
e Excess from 2023.... 142,578
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:
THE ROBERT AND JOAN DIRCKS FOUNDATI
PO BOX 559
DUNSTABLE,MA01827
(978) 449-0072
bThe form in which applications should be submitted and information and materials they should include:
THE APPLICATION PROCESS IS AS FOLLOWS: STEP 1: DETERMINE ELIGIBILITY BY VIEWING FUNDING GUIDELINES AT THE ROBERT AND JOAN DIRCKS FOUNDATION'S WEB SITE AT WWW.DIRCKSFOUNDATION.ORG STEP 2: THE APPLICANT WILL COMPLETE THE APPLICATION AND FORWARD IT, WITH INFORMATION REQUESTED, TO THE FOUNDATION. THE TRUSTEES REVIEW APPLICATIONS FIVE TIMES EACH YEAR, JANUARY, MARCH, MAY, AUGUST AND NOVEMBER. STEP 3: IF A SITE VISIT IS REQUESTED BY THE FOUNDATION A REPRESENTATIVE FROM THE FOUNDATION WILL CONTACT THE ORGANIZATION TO SET A DATE. STEP 4: AFTER AN APPLICATION HAS BEEN REVIEWED AT A BOARD MEETING, AN ACKNOWLEDGMENT REGARDING THE STATUS OF THE APPLICATION IS MAILED. THE ACKNOWLEDGEMENT STATES WHETHER THE REQUEST HAS BEEN ACCEPTED OR REJECTED, THE AMOUNT AWARDED, THE PROJECT BEING FUNDED AND THE TIMING OF WHEN THE GRANT WILL BE MAILED. STEP 5: AFTER THE PROGRAM OR PROJECT HAS BEEN IMPLEMENTED, THE FOUNDATION REQUIRES A COMPLETED ROBERT AND JOAN DIRCKS EVALUATION FORM.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
FUNDING GUIDELINES: THE ROBERT AND JOAN DIRCKS FOUNDATION FOCUSES ON PROGRAMS THAT PROVIDE OPPORTUNITIES TO CHILDREN AND INDIVIDUALS WHO ARE PHYSICALLY, MENTALLY OR ECONOMICALLY DISADVANTAGED. THE FOUNDATION CONCENTRATES ON SMALL NON-PROFIT ORGANIZATIONS THAT PROVIDE PROGRAMS AND PROJECTS THAT PREVENT OR SOLVE PROBLEMS. GRANTS ARE AWARDED FOR ONE YEAR ONLY AND TYPICALLY RANGE FROM $1,000 TO $15,000. RECIPIENTS ARE REQUIRED TO REPORT ON THE PROGRAM THAT WAS FUNDED AND EVALUATE THE EFFECTIVENESS OF THE PROGRAM. FUNDING RESTRICTIONS: GRANTS ARE ONLY AWARDED TO ORGANIZATIONS THAT ARE TAX EXEMPT UNDER SECTION 501(C)3 OF THE INTERNAL REVENUE CODE. ONE GRANT CAN BE AWARDED BY THE FOUNDATION TO AN ORGANIZATION WITHIN ONE CALENDAR YEAR. THE ROBERT AND JOAN DIRCKS FOUNDATION DOES NOT AWARD GRANTS FOR POLITICAL OR LOBBYING ACTIVITIES, OPERATING BUDGETS, DEFICIT OR DEBT REDUCTION, LOANS OR HOUSING PROJECTS. GRANTS ARE NOT MADE TO PROGRAMS OF NATIONAL OR INTERNATIONAL SCOPE.
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

A MOMENT OF MAGIC FOUNDATION

70 VIRGINIA ROAD
WHITE PLAINES,NY10603 		NONE 501(C)3 STUDENT LEADER TRAINING 10,000

ACADEMY OF CLINICAL & APPLIED PSYCHOLOGY

301 S LIVINGSTON AVENUE
LIVINGSTON,NJ07039 		NONE 501(C)3 JOINING FORCES PROGRAM 10,000

ADLER APHASIA CENTER

60 WEST HUNTER AVENUE
MAYWOOD,NJ07607 		NONE 501(C)3 CAREGIVER SUPPORT VIRTUAL THERAPEUTIC PROGRAMMING 15,000

ANSHE EMETH CDC OF CENTRAL JERSEY

222 LIVINGSTON AVE
NEW BRUNSWICK,NJ08901 		NONE 501(C)3 CENTRAL JERSEY DIAPER BANK 7,500

ASSOC FOR ADULTS WITH DEVELOPMENTAL DISABILITIES

261 OLD YORK ROAD SUITE 630
JENKINTOWN,PA19046 		NONE 501(C)3 SOCIAL SERVICES FOR GREATER INDEPENDENCE PROGRAM 5,000

BERGEN VOLUNTEER MEDICAL INITIATIVE

75 ESSEX ST SUITE 100
HACKENSACK,NJ07601 		NONE 501(C)3 FREE MENTAL SUPPORT FOR WORKING, LOW-INCOME PATIENTS OF BERGEN VOLUNTEER MEDICAL INITIATIVE 10,000

CAMP RISE ABOVE

PO BOX 31295
CHARLESTON,SC29417 		NONE 501(C)3 TO PROVIDE CAMP EXPERIENCE TO CHILDREN WITH ILLNESS 10,000

CANCER HOPE NETWORK

2 NORTH ROAD SUITE A
CHESTER NJ,NJ07930 		NONE 501(C)3 FUNDING FOR CANCER HOPE NETWORK PATIENT SERVICE DIRECTOR 12,500

CASA - MORRIS & SUSSEX COUNTIES

100 GROVE STREET
WORCESTER,MA01605 		NONE 501(C)3 CHILD COURT ADVOCACY PROGRAM 10,000

CASA YOUTH ADVOCATES

PO BOX 407
MEDIA,PA19063 		NONE 501(C)3 ADVOCACY FOR ABUSED AND NEGLECTED CHILDREN INCLUDING EDUCATIONAL ADVOCACY 7,500

CHURCH OF THE HOLY FAMILY

24505 MEADOWBROOK
NOVI,MI48375 		NONE 501(C)3 PROGRAM SUPPORT 5,000

COLLEGE OF MT ST VINCENT

6301 RIVERDALE AVENUE
RIVERDALE,NY10471 		NONE 501(C)3 SCHOLARSHIP 5,000

DANCING DREAMS

211-47 26TH AVE
QUEENS,NY11360 		NONE 501(C)3 COMMUNITY OUTREACH- DISABILITY AWARENESS 5,000

EMBRACE KIDS FOUNDATION

121 SOMERSET STREET
NEW BRUNSWICK,NJ08901 		NONE 501(C)3 PEDIATRIC PALLIATIVE CARE PROGRAM 7,000

EMMANUEL CANCER FOUNDATION

77 BRANT AVENUE SUITE 304
CLARK,NJ07066 		NONE 501(C)3 PEDIATRIC CANCER FAMILY SERVICES PROGRAM 20,000

FAMILY PROMISE OF BERGEN COUNTY

100 DAYTON STREET
RIDGEWOOD,NJ07450 		NONE 501(C)3 CAMP LOTS OF FUN 7,500

FAN4KIDS

538 CLINTON AVE
BROOKLYN,NY11238 		NONE 501(C)3 ADVOCATES FOR CHILDREN'S HEALTH AND FIGHT AGAINST OBESITY 2,500

FIGHTING CHILDREN'S CANCER FOUNDATION

55 LANE ROAD 300
FAIRFIELD,NJ07004 		NONE 501(C)3 FAMILY ASSISTANCE RELIEF FUND 10,000

GIVE CHANCES

235 PEGASUS AVE
NORTHVILLE,NJ07647 		NONE 501(C)3 MATH PROGRAM SCHOLARSHIP 10,000

HABITAT FOR HUMANITY OF GREATER NEWARK

58 PARK PL
NEWARK,NJ07102 		NONE 501(C)3 PROVIDES AFFORDABLE HOUSING IN COMMUNITY 5,000

HAPPINESS IS CAMPING

62 SUNSET LAKE RD
HARDWICK,NJ07825 		NONE 501(C)3 SUMMER CAMP FINANCIAL ASSISTANCE 15,000

HELPING PAWS INC

PO BOX 634 HOPKIN
HOPKINS,MN55343 		NONE 501(C)3 DOG ASSISTANCE - TRAINING SUPPORT 5,000

HOME OF THE SPARROW

858 E SWEDESFORD ROAD
EXTON,PA19341 		NONE 501(C)3 GRADUATE OUTREACH PROGRAM 15,000

HOMESHARING INC

120 FINDERN AVANUE
BRIDGEWATER,NJ08807 		NONE 501(C)3 SHARED AFFORDABLE HOUSING 7,500

INTERFAITH FOOD PANTRY

2 EXECUTIVE DR
MORRIS PLAINS,NJ07950 		NONE 501(C)3 FOOD BANKS 10,000

JERSEY BATTERED WOMEN'S SERVICES

PO BOX 1437
MORRISTOWN,NJ07962 		NONE 501(C)3 FUNDING FOR THE PROTECTION OF DOMESTIC VIOLENCE 15,000

KIDSBRIDGE TOLERANCE CENTER

999 LOWER FERRY RD
EWING TWP,NJ08628 		NONE 501(C)3 EDUCATIONAL INSTITUTION 8,500

LOAVES & FISHES

PO BOX 1
AYER,MA01432 		NONE 501(C)3 FOOD PANTRY 5,000

MAIN STREET COUNSELING CENTER

8 MARCELLA AVENUE
WEST ORANGE,NJ07052 		NONE 501(C)3 SCHOOL-BASED COUNSELING PROGRAM 10,000

MATERNAL & CHILD HEALTH CONSORTIUM

30 W BARNARD ST SUITE 1
WEST CHESTER,PA19382 		NONE 501(C)3 HEALTHY START AND FAMILY BENEFITS PROGRAM 20,000

MEALS ON WHEELS OF SALEM COUNTY

457 SHIRLEY RD
ELMER,NJ08318 		NONE 501(C)3 FOOD DELIVERY FOR SENIORSFOOD DELIVERY FOR SENIORS 5,000

NAMI MERCER

1235 WHITEHORSE MERCERVILLE RD BG C
LAWRENCEVILLE,NJ08619 		NONE 501(C)3 NAMI MERCER EDUCATION AND SUPPORT PROGRAMS FOR CONSUMERS, FAMILIES AND YOUTH. 10,000

NEW HOPE COMMUNITY MINISTRIES

331 N 11TH ST
PROSPECT PARK,NJ07508 		NONE 501(C)3 SUPPORTING FAMILIES IN MONETARY CRISIS 6,000

OUR LADY OF GRACE

28 TARBELLL STREET
PEPPERELL,MA01463 		NONE 501(C)3 ANNUAL GRANT ALLOCATION 3,000

PA TOURETTE SYNDROME

PO BOX 148
MCSHERRYTOWN,PA17344 		NONE 501(C)3 PA TOURETTE SYNDROME INFORMATION AND CONSULTATION SERVICES 10,000

PHILANTHROPATIC EDUCATION ORG

3700 GRAND AVENUE
DES MOINE,IA50312 		NONE 501(C)3 EDUCATING THE ADVANCEMENT OF WOMEN 1,000

PINE RIDGE FIRE DEPARTMENT

565 MYERS RD
SUMMERVILLE,SC29483 		NONE 501(C)3 FIRE PROTECTION SUPPLIES 5,000

PLAN-NJ

PO BOX 547
SOMERVILLE,NJ08876 		NONE 501(C)3 PROMOTING INDEPENDENT LIVING FOR INDIVIDUALS WITH DISABILITIES 20,000

PRESCHOOL ADVANTAGE

25 LINDSLEY DRIVE STE 307
MORRISTOWN,NJ07960 		NONE 501(C)3 QUALITY EARLY EDUCATION FOR DISADVANTAGED CHILDREN 7,500

PREVENTION EDUCATION INC TA PEI KIDS

231 LAWRENCE ROAD
LAWRENCEVILLE,NJ08648 		NONE 501(C)3 CRISIS INTERVENTION FOR CHILD VICTIMS OF SEXUAL ABUSE 10,000

PUSH TO WALK

6 NORTH CORPORATE DRIVE
RIVERDALE,NJ07457 		NONE 501(C)3 SCHOLARSHIP FUND 10,000

QUEST THERAPEUTIC SERVICES

461 CAN ROAD
WEST CHESTER,PA19382 		NONE 501(C)3 PHYSICAL AND OCCUPATIONAL THERAPY PROGRAM TO SUPPORT CHILDREN WITH SPECIAL NEEDS 20,000

SHADOW JUMPERS

9007 EWING DR
BETHESDA,MD20817 		NONE 501(C)3 FINANCIAL SUPPORT FOR RARE SUN RELATED DISEASES 10,000

ST ATHANASIUS CHURCH

5154 61ST STREET
BROOKLYN,NY11204 		NONE 501(C)3 HISPANIC SCHOLARSHIP FUND 20,000

ST BARNABAS HIGH SCHOOL

425 EAST 240TH STREET
BRONX,NY10470 		NONE 501(C)3 SCHOLARSHIP FUND 10,000

ST BENEDICT CATHOLIC CHURCH

950 DARREKK CREED TRAIL
MOUNT PLEASANT,SC29466 		NONE 501(C)3 SECURITY PROJECT FUND 5,000

ST PAUL ON THE LAKE CHURCH

157 LAKE SHORE RD
GROSS POINTE FARMS,MI48236 		NONE 501(C)3 ASSISTING THOSE IN NEED 5,000

STARVE POVERTY INTERNATIONAL

99 NJ-72
BARNEGAT TWP,NJ08005 		NONE 501(C)3 SOCIAL SERVICES 10,000

STUDENTPARTNER ALLIANCE

561 SPRINGFIELD AVENUE
SUMMIT,NJ07901 		NONE 501(C)3 SCHOLARSHIP FOR LOW INCOME NJ HIGH SCHOOL STUDENTS 12,000

THE BARN AT SPRING BROOK FARM

360 LOCUST GROVE RD
WEST CHESTER,PA19382 		NONE 501(C)3 SUPPORT FOR CHILDREN WITH ILLNESS 5,000

THE PHOENIX CENTER

16 MONSIGNOR OWENS PL
NUTLEY,NJ07110 		NONE 501(C)3 SPECIAL NEEDS EDUCATIONAL ORGANIZATION 15,000

THE WISH PROJECT

66 MIDDLESEX ST
NORTH CHELMSFORD,MA01863 		NONE 501(C)3 HOMEGOOD SUPPLY & BABY GOODS 2,000

TRIDENT UNITED WAY

6296 RIVERS AVE 200
NORTH CHARLESTON,SC29406 		NONE 501(C)3 SOCIAL SERVICES 10,000

WRITE ON SPORTS

PO BOX 833
SOUTH ORANGE,NJ07079 		NONE 501(C)3 LITERACY PROGRAM 7,500

XAVIER MISSION INC

55 W 15TH ST
NEW YORK,NY10011 		NONE 501(C)3 SOCIAL SERVICES- FOOD PANTRY & FINANCIAL ASSISTANCE 10,000

YOUR GRANDMOTHER'S CUPBOARD

173 NJ-37
TOMS RIVER,NJ08755 		NONE 501(C)3 HOMELESS ASSISTANCE 7,500

AMERICAN RED CROSS LOWCOUNTRY SC CHAPTER

2424-A CITY HALL LANE
CHARLESTON,SC29406 		NONE 501(C)3 BLOOD DONATION 1,000

BRAIN INJURIES ALLIANCE OF NJ

825 GEORGES RD 2ND FLOOR
NORTH BRUNSWICK,NJ08902 		NONE 501(C)3 BRAIN INJURY AID 5,000

BAND OF PARENTS INC

2248 BROADWAY 1009
NEW YORK,NY10024 		NONE 501(C)3 CHILDHOOD CANCER TREATMENT 3,000

BEACON OF HOPE

41 MILL STREET
MOUNT HOLLY,NJ08060 		NONE 501(C)3 POVERTY RELIEF 2,500

BRYN MAWR REHAB HOSPITAL FOUNDATION

414 PAOLI PIKE
MALVERN,PA19355 		NONE 501(C)3 REHAB HOSPITAL 20,000

CAMP HOLIDAY TRAILS

400 HOLIDAY TRAILS LN
CHARLOTTESVILLE,VA22903 		NONE 501(C)3 CAMP FOR CHILDREN WITH MEDICAL NEEDS 5,000

CARING CONTACT

PO BOX 2376
WESTFIELD,NJ07091 		NONE 501(C)3 SUICIDE HOTLINE 10,000

CASA FOR CHILDREN IN ATLANTIC AND CAPE MAY

321 SHORE ROAD
SOMERS POINT,NJ08244 		NONE 501(C)3 FOSTER CARE ASSISTANCE 5,000

CHILD ADVOCATES OF CONNECTICUT

999 ASYLUM AVE FLOOR 1
HARTFORD,CT06105 		NONE 501(C)3 CHILD PROTECTION EVALUATION 7,500

DIABETES FOUNDATION

45 WHITNEY RD 2M
MAHWAH,NJ07430 		NONE 501(C)3 DIABETES HELP 5,000

DRESS FOR SUCCESS NEW JERSEY

25 COOK AVE
MADISON,NJ07940 		NONE 501(C)3 ASSIST WOMEN WITH NETWORK AND PROFESSIONAL ATTIRE 5,000

EAST COOPER MEALS ON WHEELS

2304 N HIGHWAY 17
MOUNT PLEASANT,SC29466 		NONE 501(C)3 FOOD BANK DELIVERY 2,000

FAMILY PROMISE OF JERSEY SHORT

1001 S MAIN STREET
WEST CREEK,NJ08092 		NONE 501(C)3 HOMELESSNESS AID 5,000

FRIEND ASSOCIATION OF CARE

113 W CHESTNUT ST
WEST CHESTER,PA19380 		NONE 501(C)3 HOMELESSNESS & EMERGENCY HOUSING 7,500

GIGI'S PLAYHOUSE- HILLSBOROUGH

450 AMWELL ROAD STE H
HILLSBOROUGH TWP,NJ08844 		NONE 501(C)3 DOWN SYNDROME AWARENESS 3,000

GRACIOUS GROUNDS

1515 S DESPELDER ST
GRAND HAVEN,MI49417 		NONE 501(C)3 DISABILITY ASSISTANCE 5,000

GREATER LIFE INC

272 CHANCELLOR AVE
NEWARK,NJ07112 		NONE 501(C)3 CRISIS CHILDREN 6,000

HOUSE OF POSSIBILITIES

350 WASHINGTON ST
NORTH EASTON,MA02356 		NONE 501(C)3 DISABILITY ASSISTANCE 7,500

INTERFAITH FAMILY SERVICES

5600 ROSS AVE
DALLAS,TX75206 		NONE 501(C)3 HOUSING ASSISTANCE 3,500

KOENIG CHILDHOOD CANCER FOUNDATION

1175 YORK AVE STE 15E
NEW YORK,NY10065 		NONE 501(C)3 CHILDHOOD CANCER ASSISTANCE 6,000

LIVING & LEARNING ENRICHMENT CENTER

801 GRISWOLD STREET
NORTHVILLE,MI48167 		NONE 501(C)3 SOCIAL WORK 5,000

LONGRIDGE VOLUNTEER FIRE DEPARTMENT

1382 LONGRIDGE RD
MONCKS CORNER,SC29461 		NONE 501(C)3 VOLUNTEER FIRE DEPARTMENT 5,000

LOWCOUNTRY FOOD BANK

2864 AZALEA DR
CHARLESTON,SC29405 		NONE 501(C)3 FOOD BANK 4,000

MASSACHUSETTS COALITION FOR THE HOMELESS

73 BUFFUM ST
LYNN,MA01902 		NONE 501(C)3 SHELTER ASSISTANCE 3,000

MEALS ON WHEELS IN GREATER NEW BRUNSWICK

94 CHURCH ST STE 302
NEW BRUNSWICK,NJ08901 		NONE 501(C)3 FOOD BANK 7,500

MEETING EMERGENCY NEEDS WITH DIGNITY

50 S CENTER STREET STE 6
ORANGE,NJ07050 		NONE 501(C)3 FOOD BANK 5,000

MOMS HELPING MOMS FOUNDATION

223E STIRLING RD
WARREN,NJ07059 		NONE 501(C)3 BABY SUPPLY AND DIAPER BANK 6,000

MOUNT CARMEL GUILD OF TRENTON

73 NORTH CLINTON AVE
TRENTON,NJ08609 		NONE 501(C)3 CHURCH W/ CHARITABLE CAUSES 7,500

NEW CITY KIDS

936 ALPINE AVE
GRAND RAPIDS,MI49504 		NONE 501(C)3 AT RISK TEEN ASSISTANCE 7,500

NOURISH NJ

57 E PARK PLACE 2FL
MORRISTOWN,NJ07960 		NONE 501(C)3 LESS FORTUNATE ASSISTANCE 5,000

OUR HOUSE FOUNDATION

111 S WALLACE BLVD
YPSILANTI,MI48197 		NONE 501(C)3 FOSTER CARE RESOURCE 3,000

PONY POWER THERAPIES

1170 RAMAPO VALLEY
MAHWAH,NJ07430 		NONE 501(C)3 DISABILITY ASSISTANCE 5,000

PREPARED TO THRIVE

260 EXTON SQ MALL STE 254
EXTON,PA19380 		NONE 501(C)3 ESSENTIAL BABY ITEMS 5,000

RISE

8406 SUNSET ROAD NE
SPRING PARK,MN55432 		NONE 501(C)3 DISABILITY ASSISTANCE W/ FINDING JOBS 5,000

SAGE ELDERCARE

290 BROAD STREET
SUMMIT,NJ07901 		NONE 501(C)3 ELDER CARE 7,500

SOCIETY OF ST VINCENT DE PAUL

1310 PAPIN STREET
SAINT LOUIS,MO63103 		NONE 501(C)3 LESS FORTUNATE AID 5,000

TEAM VELVET INC

79 OLD CLINTON ROAD
FLEMINGTON,NJ08822 		NONE 501(C)3 CHILD THERAPY W/ HORSES 5,000

THE CASA PROJECT INC

100 GROVE STREET
WORCESTER,MA01605 		NONE 501(C)3 FOSTER ASSISTANCE 10,000

THE MERCY HOUSE

305 HIGH STREET
HARRISONBURG,VA22802 		NONE 501(C)3 COMBATING POVERTY 7,500

THE SALVATION ARMY

615 SLATERS LANE
ALEXANDRIA,VA22314 		NONE 501(C)3 HUMAN NEEDS 2,000

VICTORIA CIARA FOUNDATION

PO BOX 137
ALLOWAY,NJ08001 		NONE 501(C)3 HEART DISEASE ASSISTANCE 1,000

WAYNE STATE UNIVERSITY

5475 WOODWARD AVE
DETROIT,MI48202 		NONE 501(C)3 COLLEGE 5,000

HOPE FLOATS HEALING & WELLNESS CENTER

PO BOX 345
KINGSTON,MA02364 		NONE 501(C)3 GRIEF & EDUCATION CENTER 5,000
Total .................................right arrow 3a 758,000
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 ....         321,963
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		        -63
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 0 321,900
13Total. Add line 12, columns (b), (d), and (e)..................
13
321,900
(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.)
1 NONE
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.
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with the preparer shown below?
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 Firm's EIN SmallBullet
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 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
ROBERT & JOAN DIRCKS FOUNDATION INC
EIN:
22-3135737
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 3,321 1,993   1,328

TY 2023 InvestmentsCorpBondsSchedule
Name:
ROBERT & JOAN DIRCKS FOUNDATION INC
EIN:
22-3135737
Name of Bond End of Year Book Value End of Year Fair Market Value
TIP ISHARES TRUST US TREASURY 80,618 0
UNITED STATES TREAS SER N-2025 976 0

TY 2023 InvestmentsCorpStockSchedule
Name:
ROBERT & JOAN DIRCKS FOUNDATION INC
EIN:
22-3135737
Name of Stock End of Year Book Value End of Year Fair Market Value
ISHARES INC MSCI ETF (EWC) 161,832 0
ISHARES INC MSCI PAC JP ETF (EPP) 112,562 0
ISHARES SELECT DIVIDEND ETF (DVY) 238,191 0
ISHARES TRUST MSCI EMG MKTS ETF USD DIS (EEM) 290,960 0
ISHARES S & P LATIN AMERICA 40 INDEX 36,005 0
ISHARES MSCI EAFE ETF (EFA) 214,446 0
ISHARES TR RUS 2000 GRW ETF (IWO) 294,341 0
ISHARES TR INTL DEV RE ETF (IFGL) 10,880 0
ISHARES TF EAFE VALUE ETF (EFV) 168,231 0
SPDR S&P500 ETF TRUST TRUST UNIT 1,347,504 0
SPDR SER TR GLB DOW ETF (DGT) 398,454 0
SPDR SER TR S&P OIL GAS EXP (XOP) 62,842 0
SELECT SECTOR SPDR TR ENERGY (XLE) 177,154 0
SELECT SECTOR SPDR TR FINANCIAL (XLF) 63,920 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF (VIG) 399,418 0
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF (VEA) 166,309 0
VANGUARD WHITEHALL FDS HIGH DIV YLD (VYM) 873,840 0
VANGUARD WORLD FDS COMM SRVC ETF (VOX) 192,832 0
VANGUARD MID-CAP INDEX FUND (VO) 130,046 0
VANGUARD INDEX FDS VANGUARD GROWTH 2,093,777 0
VANGUARD SMALL-CAP INDEX FUND (VB) 266,023 0
WISDOMTREE EMERGING MARKETS SMALLCAP 13,179 0
WISDOMTREE TR EMERGING MKTS HIGH DIVID FD (DEM) 11,146 0
WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND (DLS) 169,829 0
INVESCO DB COMMDY INDX TRCK FD UNIT (DBC) 3,504 0
ISHARES S&P GSCI COMMODITY -IN UNIT 2,548 0
VANGUARD REAL ESTATE ETF (VNQ) 272,326 0
AT & T INC COM USD1 (T) 112,527 0
APPLE INC (AAPL) 1,401,618 0
BLACKROCK INC COM USD0.01 (BLK) 189,149 0
CATERPILLAR INC COM (CAT) 177,402 0
COMCAST CORP (CMCSA) 76,737 0
COSTCO WHOLESALE CORP COM USD0.01 (COST) 92,411 0
EXXON MOBIL CORP(XOM) 107,479 0
GENERAL ELECTRIC CO COM NEW (GE) 27,057 0
GOLDMAN SACHS GROUP INC COM USD0.01(GS) 90,270 0
INTEL CORP COM USD0.001(INTC) 96,480 0
INTERNATIONAL BUS MACH CORP USD0.20 (IBM) 44,976 0
JPMORGAN CHASE & CO (JPM) 123,322 0
KYNDRYL HLDGS INC COMMON STOCK (KD) 1,143 0
PEPSICO (PEP) 67,936 0
HENRY SCHEIN INC COM (HSIC) 52,997 0
VERIZON COMMUNICATIONS INC (VZ) 110,461 0
WALMART INC COM (WMT) 222,286 0
WELLS FARGO CO NEW COM (WFC) 67,481 0
SILVERGATE CAP CORP DEP PFD A 172,000 0
AMERICAN TOWER CORP NEW COM (AMT) 202,927 0
CROWN CASTLE INTL CORP NEW COM (CCI) 167,832 0
SBA COMMUNICATIONS CORP NEW CL A (SBAC) 123,801 0
CHARTER DIGITAL 425,189 0
WARNER BROS DISCOVERY INC COM (WBD) 18,458 0
GE HEALTHCARE TECH COMMON STOCK 5,412 0

TY 2023 OtherDecreasesSchedule
Name:
ROBERT & JOAN DIRCKS FOUNDATION INC
EIN:
22-3135737
Description Amount
FEDERAL EXISE TAX 3,000


TY 2023 OtherExpensesSchedule
Name:
ROBERT & JOAN DIRCKS FOUNDATION INC
EIN:
22-3135737
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GRANT MANAGEMENT SYSTEM 2,199 1,319   880
TELEPHONE 480 288   192
OFFICE SUPPLIES 3,304 1,982   1,322
POSTAGE 718 731   287


TY 2023 OtherIncreasesSchedule
Name:
ROBERT & JOAN DIRCKS FOUNDATION INC
EIN:
22-3135737
Description Amount
UNREALIZED APPRECIATION 1,828,175