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
D RICHARD MEAD CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 803878
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60680
A Employer identification number

65-6106335
B Telephone number (see instructions)

(312) 630-6000
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$2,934,152J 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... 81,630 79,344  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 47,329
b Gross sales price for all assets on line 6a 473,999
7 Capital gain net income (from Part IV, line 2)... 47,329
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 128,959 126,673  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 6,361 1,590   4,771
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,500 1,250 0 1,250
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
3,896 3,896   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,477 1,677   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
65 50   15
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 15,299 8,463 0 6,036
25 Contributions, gifts, grants paid....... 130,900 130,900
26 Total expenses and disbursements. Add lines 24 and 25 146,199 8,463 0 136,936
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -17,240
b Net investment income (if negative, enter -0-) 118,210
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 1,246 120,848 120,848
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,547,203 Click to see attachment
List of Attached Documents:
// Content
1,461,874 		2,053,879
c Investments—corporate bonds (attach schedule)....... 820,491 Click to see attachment
List of Attached Documents:
// Content
770,131 		691,095
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).......... 60,255 Click to see attachment
List of Attached Documents:
// Content
60,214 		68,330
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) 2,429,195 2,413,067 2,934,152
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,429,195 2,413,067
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)..... 2,429,195 2,413,067
30 Total liabilities and net assets/fund balances (see instructions). 2,429,195 2,413,067
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
2,429,195
2
Enter amount from Part I, line 27a .....................
2
-17,240
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,112
4
Add lines 1, 2, and 3 ..........................
4
2,413,067
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
2,413,067
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 107. AT&T INC   2022-08-17 2023-04-13
b 379. AT&T INC   2022-08-17 2023-08-24
c 4. ABBVIE INC COM USD0.01   2022-04-11 2023-12-21
d 3. ACUITY BRANDS INC   2022-11-23 2023-12-21
e 6. ADOBE SYS INC   2021-10-12 2023-08-24
1. ADOBE SYS INC   2020-08-21 2023-12-21
47. AFFILIATED MANAGERS GROUP   2023-04-13 2023-08-24
33. ALLISON TRANSMISSION HOLDING   2022-04-11 2023-08-24
6. ALLISON TRANSMISSION HOLDING   2022-04-11 2023-12-21
10. ALPHABET INC CAPITAL STOCK USD0.001 CL A   2020-08-24 2023-04-13
14. ALPHABET INC CAPITAL STOCK USD0.001 CL A   2022-08-17 2023-08-24
15. ALPHABET INC CAPITAL STOCK USD0.001 CL A   2022-12-16 2023-12-21
11. ALTRIA GROUP INC   2022-11-23 2023-12-21
7. AMAZON COM INC   2020-08-31 2023-12-21
20. AMERIPRISE FINANCIAL INC   2023-04-13 2023-08-24
44. ANALOG DEVICES INC   2023-04-13 2023-08-24
8. APPLE COMPUTER INC   2021-10-12 2023-04-13
8. APPLE COMPUTER INC   2009-07-07 2023-08-24
19. APPLE COMPUTER INC   2022-12-16 2023-12-21
5. ARCHER DANIELS MIDLAND CO   2023-08-24 2023-12-21
1. AUTOZONE INC   2021-10-12 2023-04-13
1. AUTOZONE INC   2021-10-12 2023-08-28
9. BANK NEW YORK MELLON CORP COM STK   2022-01-13 2023-12-21
60. BANK OZK COM   2021-10-12 2023-04-13
8. BANK OZK COM   2021-10-12 2023-08-24
2. BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS'B'   2022-04-11 2023-12-21
8. H & R BLOCK INC   2022-08-17 2023-08-24
8. H & R BLOCK INC   2022-08-17 2023-12-21
4. BOYD GAMING CORP COM   2022-11-23 2023-08-24
100. BOYD GAMING CORP COM   2022-04-11 2023-08-24
12. BRIGHTHOUSE FINL INC COM   2022-12-16 2023-12-21
7. BRISTOL MYERS SQUIBB CO   2022-04-11 2023-12-21
1. BROADCOM INC COM   2021-10-12 2023-04-13
3. BROADCOM INC COM   2022-08-17 2023-08-28
1. BROADCOM INC COM   2022-08-17 2023-12-21
3. CBRE GROUP INC CL A CL A   2022-04-11 2023-12-21
37. CDW CORP COM   2023-04-13 2023-08-24
17. CF INDS HLDGS INC COM   2022-12-16 2023-08-24
54. CF INDS HLDGS INC COM   2022-08-17 2023-08-24
7. THE CIGNA GROUP   2022-08-17 2023-08-24
2. THE CIGNA GROUP   2022-11-23 2023-12-21
51. CVS CORP   2022-12-16 2023-04-13
115. CAMPBELL SOUP CO   2022-08-17 2023-08-24
29. CASEYS GEN STORES INC   2023-04-13 2023-08-24
2. CATERPILLAR INC   2023-04-13 2023-12-21
5. CHEVRONTEXACO CORP   2022-12-16 2023-08-24
59. CIRRUS LOGIC INC   2023-04-13 2023-08-24
7. CISCO SYS INC   2022-04-11 2023-08-24
11. CISCO SYS INC   2022-11-23 2023-12-21
29. CITIGROUP INC COM NEW COM NEW   2022-01-13 2023-04-13
8. CITIGROUP INC COM NEW COM NEW   2014-07-17 2023-12-21
7. COCA COLA CO   2022-08-17 2023-08-24
6. COCA COLA CO   2022-08-17 2023-12-21
5. COGNIZANT TECHNOLOGY SOLUTION CL A   2022-01-13 2023-12-21
2. CONSTELLATION ENERGY CORPORATION COM NPV WI   2022-11-23 2023-04-13
43. CONSTELLATION ENERGY CORPORATION COM NPV WI   2020-04-07 2023-04-13
9. EQT CORP COM   2023-08-24 2023-12-21
3. ENTERGY CORP NEW   2022-11-23 2023-12-21
9. EXELON CORP   2022-11-23 2023-12-21
3. EXPEDIA GROUP INC COM USD0.001   2023-04-13 2023-12-21
4. EXXON MOBIL CORP   2022-11-23 2023-12-21
8. META PLATFORMS INC COM USD0.000006 CL 'A'   2021-07-08 2023-04-13
6. META PLATFORMS INC COM USD0.000006 CL 'A'   2020-08-21 2023-12-21
3. FAIR ISAAC & CO INC   2022-11-23 2023-04-13
2. FAIR ISAAC & CO INC   2022-08-17 2023-12-21
7. FIDELITY NAT'L INFORMATION SERVICES INC   2023-04-13 2023-12-21
12. FOX CORP CL A CL A   2023-04-13 2023-12-21
5. GE HEALTHCARE TECHNOLOGIES INC COM   2023-08-24 2023-12-21
31. GENERAL DYNAMICS CORP   2021-10-12 2023-04-13
4. GE AEROSPACE   2023-08-24 2023-12-21
11. W W GRAINGER INC   2022-12-16 2023-08-24
4. HOLOGIC INC COM   2022-12-16 2023-08-24
71. HOLOGIC INC COM   2022-08-17 2023-08-24
13. HOME DEPOT INC   2022-12-16 2023-04-13
20. HOME DEPOT INC   2022-04-11 2023-04-13
25. HOST MARRIOTT CORP NEW REIT   2022-11-23 2023-12-21
1. HUMANA INC   2023-04-13 2023-12-21
50. ISHARES RUSSELL 1000 GROWTH INDEX   2022-11-18 2023-12-21
5. J P MORGAN CHASE & CO   2021-10-12 2023-12-21
46. JOHNSON & JOHNSON   2021-10-12 2023-04-13
5. JOHNSON & JOHNSON   2022-11-23 2023-12-21
1. KLA-TENCOR CORP   2022-11-23 2023-04-13
19. KLA-TENCOR CORP   2017-08-01 2023-04-13
1. KLA-TENCOR CORP   2023-08-24 2023-12-21
4. KIMBERLY CLARK CORP   2023-08-24 2023-12-21
1. LAM RESEARCH CORP   2023-08-24 2023-12-21
3. LAMAR ADVERTISING CO NEW CL A CL A   2022-11-23 2023-08-24
52. LAMAR ADVERTISING CO NEW CL A CL A   2021-03-26 2023-08-24
4. LANDSTAR SYSTEM INC   2022-11-23 2023-12-21
44. LINCOLN ELEC HLDGS INC   2022-12-16 2023-04-13
81. MGIC INVT CORP WIS   2022-08-17 2023-08-24
22. MGIC INVT CORP WIS   2022-08-17 2023-12-21
766.17 MFO MFS INSTL INTL EQTY FD   2022-12-08 2023-12-21
3. MSC INDL DIRECT INC CL A   2023-08-24 2023-12-21
16. MARATHON OIL CORP   2022-11-23 2023-04-13
141. MARATHON OIL CORP   2021-07-08 2023-04-13
10. MARATHON PETE CORP COM   2022-08-17 2023-04-13
5. MARATHON PETE CORP COM   2022-08-17 2023-12-21
7. MASTERCARD INC CL A   2020-09-23 2023-08-24
2. MCKESSON HBOC INC   2022-08-17 2023-12-21
37. MERCK & CO INC   2023-04-13 2023-08-24
4. MERCK & CO INC   2023-04-13 2023-12-21
2. METTLER TOLEDO INTERNATIONAL INC   2020-12-10 2023-08-28
6. MICROSOFT CORP COM   2022-04-11 2023-04-13
11. MICROSOFT CORP COM   2022-09-22 2023-12-21
8. MICROCHIP TECHNOLOGY INC   2022-12-16 2023-12-21
39. RITHM CAPITAL CORP   2023-08-24 2023-12-21
8.45 MFB NORTHERN FUNDS ULTRA SHORT FIXED INCOME FD   2023-01-04 2023-01-04
4946.83 MFB NORTHERN FUNDS ULTRA SHORT FIXED INCOME FD   2021-12-16 2023-01-04
2. NVIDIA CORP   2022-04-11 2023-12-21
7. OCCIDENTAL PETROLEUM CORP   2022-11-23 2023-08-24
110. OCCIDENTAL PETROLEUM CORP   2022-01-13 2023-08-24
40. OLIN CORP   2023-04-13 2023-08-24
73. OLIN CORP   2022-01-13 2023-08-24
11. OMNICOM GROUP   2017-08-01 2023-04-13
4. OMNICOM GROUP   2022-01-13 2023-12-21
2. PAYCHEX INC   2022-11-23 2023-04-13
50. PAYCHEX INC   2021-03-26 2023-04-13
9. PFIZER INC   2022-11-23 2023-08-24
227. PFIZER INC   2022-08-17 2023-08-24
5. PHILIP MORRIS INTERNATIONAL   2022-12-16 2023-04-13
59. PHILIP MORRIS INTERNATIONAL   2021-07-08 2023-04-13
36. PLAYTIKA HLDG CORP COM   2022-12-16 2023-12-21
3. PROCTER & GAMBLE CO   2022-12-16 2023-12-21
88. PROSPERITY BANCSHARES INC COM   2022-11-23 2023-04-13
6. PUBLIC SVC ENTERPRISE GROUP INC   2022-11-23 2023-12-21
52. QUALCOMM INC   2022-04-11 2023-04-13
5. ROBERT HALF INTL INC   2022-11-23 2023-12-21
28. SVB FINANCIAL GROUP COMMON STOCK   2022-12-16 2023-04-13
323. MFC SELECT SECTOR SPDR TR TECH INT-TECHNOLOGY   2022-11-18 2023-12-21
6. SNAP ON INC   2022-11-23 2023-12-21
7. STEEL DYNAMICS INC COM   2022-08-17 2023-12-21
2. STRYKER CORP   2023-08-24 2023-12-21
12. TAPESTRY INC COM USD0.01   2021-10-12 2023-12-21
11. TESLA INC COM USD0.001   2022-04-11 2023-04-13
2. TESLA INC COM USD0.001   2022-08-17 2023-12-21
13. 3M CO   2022-12-16 2023-08-24
49. 3M CO   2021-10-12 2023-08-24
463. UNDER ARMOUR INC CL A   2022-12-16 2023-04-13
23. UNITED PARCEL SERVICE INC CL B   2022-04-11 2023-08-24
23. UNITEDHEALTH GROUP INC   2020-12-10 2023-04-13
1. UNITEDHEALTH GROUP INC   2020-12-10 2023-12-21
15. VISA INC CLASS A SHARES   2022-01-13 2023-04-13
13. VISA INC CLASS A SHARES   2022-08-17 2023-08-24
1. VISA INC CLASS A SHARES   2022-01-11 2023-12-21
.95 VITESSE ENERGY INC COM   2021-07-08 2023-01-17
1.29 VITESSE ENERGY INC COM   2022-12-16 2023-04-13
18.71 VITESSE ENERGY INC COM   2021-07-08 2023-04-13
3. WAL MART STORES INC   2023-08-24 2023-12-21
20. WATERS CORP   2022-01-13 2023-08-24
79. WEYERHAEUSER CO   2021-07-08 2023-04-13
12. WEYERHAEUSER CO   2022-12-16 2023-12-21
3. WILLIAMS SONOMA INC   2021-07-08 2023-12-21
9. AMDOCS LTD ORD   2022-08-17 2023-12-21
8. ASSURED GUARANTY LTD COMMON STK   2022-08-17 2023-12-21
1. ACCENTURE PLC CLS A   2022-11-23 2023-04-13
31. ACCENTURE PLC CLS A   2018-01-04 2023-04-13
3. LYONDELLBASELL INDUSTRIES N V COM USD0.01 CLASS 'A'   2023-08-24 2023-12-21
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,110   1,974 136
b 5,365   6,992 -1,627
c 607   688 -81
d 602   533 69
e 3,088   3,161 -73
596   472 124
6,162   7,060 -898
1,941   1,177 764
347   214 133
1,068   790 278
1,827   1,680 147
2,100   1,395 705
441   455 -14
1,071   922 149
6,672   6,112 560
7,651   8,252 -601
1,306   450 856
1,415   39 1,376
3,684   2,731 953
353   405 -52
2,598   1,673 925
2,469   1,673 796
460   588 -128
1,973   2,629 -656
317   351 -34
708   705 3
317   383 -66
375   383 -8
260   241 19
6,508   6,239 269
638   596 42
357   539 -182
622   484 138
2,555   1,605 950
1,118   535 583
273   261 12
7,478   6,936 542
1,253   1,639 -386
3,979   5,636 -1,657
1,971   2,040 -69
594   611 -17
3,824   5,347 -1,523
4,821   5,875 -1,054
7,025   6,415 610
574   439 135
793   840 -47
4,560   5,328 -768
388   373 15
544   539 5
1,364   1,737 -373
402   397 5
422   456 -34
345   390 -45
370   437 -67
153   190 -37
3,286   1,708 1,578
347   377 -30
298   236 62
314   334 -20
457   276 181
405   422 -17
1,750   2,381 -631
2,107   1,606 501
2,067   1,582 485
2,311   995 1,316
414   395 19
356   407 -51
385   344 41
7,028   6,330 698
503   446 57
7,828   6,094 1,734
300   297 3
5,327   5,114 213
3,741   4,174 -433
5,755   5,780 -25
488   452 36
452   534 -82
15,041   11,374 3,667
830   804 26
7,569   6,552 1,017
772   846 -74
371   386 -15
7,043   1,751 5,292
577   479 98
474   516 -42
770   660 110
267   296 -29
4,636   4,875 -239
789   673 116
6,914   6,266 648
1,392   1,242 150
422   337 85
25,000   21,967 3,033
307   303 4
413   489 -76
3,643   1,830 1,813
1,290   986 304
759   493 266
2,794   2,469 325
901   738 163
4,060   4,255 -195
423   460 -37
2,361   2,299 62
1,725   1,318 407
4,082   2,882 1,200
713   581 132
426   384 42
84   84  
49,419   50,360 -941
970   434 536
430   495 -65
6,758   3,450 3,308
2,278   2,289 -11
4,157   4,018 139
1,033   873 160
342   315 27
217   246 -29
5,431   4,938 493
326   439 -113
8,230   9,025 -795
495   500 -5
5,846   5,281 565
304   320 -16
430   449 -19
5,337   6,768 -1,431
361   311 50
6,240   8,512 -2,272
433   491 -58
15   5,899 -5,884
61,594   35,432 26,162
1,712   1,375 337
843   586 257
585   547 38
447   471 -24
2,028   3,621 -1,593
503   602 -99
1,287   1,580 -293
4,850   8,582 -3,732
4,216   4,687 -471
3,852   3,862 -10
12,075   7,822 4,253
518   340 178
3,462   3,261 201
3,125   2,758 367
258   209 49
16   12 4
25   18 7
356   118 238
463   473 -10
5,442   7,121 -1,679
2,417   2,316 101
408   380 28
608   484 124
780   802 -22
585   438 147
282   295 -13
8,728   4,845 3,883
288   294 -6
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
      517
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       136
b       -1,627
c       -81
d       69
e       -73
      124
      -898
      764
      133
      278
      147
      705
      -14
      149
      560
      -601
      856
      1,376
      953
      -52
      925
      796
      -128
      -656
      -34
      3
      -66
      -8
      19
      269
      42
      -182
      138
      950
      583
      12
      542
      -386
      -1,657
      -69
      -17
      -1,523
      -1,054
      610
      135
      -47
      -768
      15
      5
      -373
      5
      -34
      -45
      -67
      -37
      1,578
      -30
      62
      -20
      181
      -17
      -631
      501
      485
      1,316
      19
      -51
      41
      698
      57
      1,734
      3
      213
      -433
      -25
      36
      -82
      3,667
      26
      1,017
      -74
      -15
      5,292
      98
      -42
      110
      -29
      -239
      116
      648
      150
      85
      3,033
      4
      -76
      1,813
      304
      266
      325
      163
      -195
      -37
      62
      407
      1,200
      132
      42
       
      -941
      536
      -65
      3,308
      -11
      139
      160
      27
      -29
      493
      -113
      -795
      -5
      565
      -16
      -19
      -1,431
      50
      -2,272
      -58
      -5,884
      26,162
      337
      257
      38
      -24
      -1,593
      -99
      -293
      -3,732
      -471
      -10
      4,253
      178
      201
      367
      49
      4
      7
      238
      -10
      -1,679
      101
      28
      124
      -22
      147
      -13
      3,883
      -6
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 47,329
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 1,643
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 1,643
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 1,643
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,929
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,929
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,286
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,286 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowFL, IL
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 arrow  
14
The books are in care ofright arrowTHE NORTHERN TRUST COMPANY Telephone no.right arrow (312) 630-6000

Located atright arrowPO BOX 803878CHICAGOIL ZIP+4right arrow60680
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
NORTHERN TRUST COMPANY CO-TRUSTEE
40 		6,361    
PO BOX 80378
CHICAGO,IL60680
D RICHARD MEAD JR CO-TRUSTEE
1 		0    
4990 SW 72ND AVE 105
MIAMI,FL33155
MARY CATHERINE HAMIL CO-TRUSTEE
1 		0    
1259 S DORA BLVD
TAVARES,FL32778
STANLEY BUDGE MEAD CO-TRUSTEE
1 		0    
1835 YAUPOR AVE
BOULDER,CO80304
KENT HAMILL CO-TRUSTEE
1 		0    
1259 S DORA BLVD
TAVARES,FL327789119
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
2,813,895
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,813,895
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
2,813,895
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
42,208
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,771,687
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
138,584
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
138,584
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,643
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,643
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
136,941
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
136,941
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
136,941
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
136,936
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
136,936
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 7 136,941
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 133,937
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 136,936
a Applied to 2022, but not more than line 2a 133,937
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..... 2,999
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		133,942
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

LOWE ART MUSEUM
(BEAUX ARTS)
1301 STANFORD DRIVE
Coral Gables,FL33146 		NONE PUBLIC GENERAL 2,500

ROLLINS COLLEGE

1000 HOLT AVE
WINTER PARK,FL32789 		NONE PUBLIC GENERAL 2,500

COMMUNITY FOUNDATION OF WESTERN
NORTH CAROLINA (CFWNC)
4 VANDERBILT PARK DR STE 300
Asheville,NC28803 		NONE PUBLIC GENERAL 10,000

CAMILLUS HOUSE

1603 NW 7TH AVENUE
Miami,FL33136 		NONE PUBLIC GENERAL 2,500

ADVENT HEALTH FOUNDATION CENTRAL FL

550 E ROLLINS ST 6TH FL
Orlando,FL32803 		NONE PUBLIC GENERAL 10,000

AMERICAN RED CROSS OF GREATER MIAMI
AND THE KEYS
335 SW 27TH AVENUE
Miami,FL33135 		NONE PUBLIC GENERAL 15,000

BAPTIST FOUNDATION CANCER CENTER

350 N HUMPHREYS BLVD
Memphis,TN38120 		NONE PUBLIC GENERAL 5,000

BETTER WAY OF MIAMI

800 NW 28TH ST
Miami,FL33127 		NONE PUBLIC GENERAL 2,000

CHAPMAN PARTNERSHIP

1550 N MIAMI AVE
Miami,FL33136 		NONE PUBLIC GENERAL 5,000

CHILDREN'S HOME SOCIETY OF
FLORIDA
800 NW 15TH STREET
Miami,FL33133 		NONE PUBLIC GENERAL 1,500

COMMUNITY FOOD SHARE

650 S TAYLOR AVE
Louisville,CO80027 		NONE PUBLIC GENERAL 2,000

DIAMOND BASEBALL OF BOULDER

PO BOX 2003
Boulder,CO80308 		NONE PUBLIC GENERAL 2,000

FELLOWSHIP OF CHRISTIAN ATHLETES

PO BOX 140594
Coral Gables,FL33134 		NONE PUBLIC GENERAL 1,000

FRANCES MCGLANNAN FOUNDATION

10770 SW 84 ST
Miami,FL33173 		NONE PUBLIC GENERAL 2,000

HAND IN HAND LAKE COUNTY INC

125 W LAKEVIEW AVE
Eustis,FL33726 		NONE PUBLIC GENERAL 2,500

JEWISH COMMUNITY SERVICES

735 NE 125TH S
N Miami,FL33161 		NONE PUBLIC GENERAL 2,000

MIAMI RESCUE MISSION

3553 NW 50TH STREET
Miami,FL33142 		NONE PUBLIC GENERAL 1,000

MIAMI ROTARY FOUNDATION

PO BOX 43-1466
Miami,FL33243 		NONE PUBLIC GENERAL 2,000

MS PORTER FARMINGTON SCHOOL

60 MAIN ST
Farmington,CT060322232 		NONE PUBLIC GENERAL 5,000

PINK BUTTERFLY FOUNDATION INC

15701 SR 50 SUITE 205
Clermont,FL34711 		NONE PUBLIC GENERAL 2,500

PLYMOUTH CONGREGATIONAL CHURCH

3400 DEVON RD
Miami,FL33133 		NONE PUBLIC GENERAL 2,500

REAL LIFE CHURCH

1921 ARENA BLVD
Sacramento,CA95834 		NONE PUBLIC GENERAL 4,000

SALVATION ARMY

1824 W 15TH ST
Panama City,FL32401 		NONE PUBLIC GENERAL 2,500

NATURE CONSERVANCY

3454 W 155TH ST
Markham,IL60428 		NONE PUBLIC GENERAL 1,000

TRAGEDY ASSISTANCE PROGRAM FOR SURVIVORS

1777 FSTREET NW SUITE 600
Washington,DC20006 		NONE PUBLIC GENERAL 2,000

ZOO MIAMI FOUNDATION

12400 SW 152ND ST
Miami,FL33177 		NONE PUBLIC GENERAL 10,000

DONA VISTA ARTS

16209 EUSTIS PLACE
Umatilla,FL32784 		NONE PUBLIC GENERAL 3,500

MEALS ON WHEELS OF BOULDER

3701 CANFIELD ST
Boulder,CO80301 		NONE PUBLIC GENERAL 1,000

MOUNT DORA COMMUNITY TRUST

821 N DONNELLY ST
Mount Dora,FL32757 		NONE PUBLIC GENERAL 1,000

SAVE OUR SEAS FOUNDATION

8000 N OCEAN DRIVE
Dania Beach,FL33004 		NONE PUBLIC GENERAL 1,000

UNION CONGREGATIONAL CHURCH
(SCOUTS BSA)
302 N ST CLAIR ABRAMS AVE
Tavares,FL32778 		NONE PUBLIC GENERAL 4,200

SILVER CREEK EDUCATION FOUNDATION

4901 NELSON RD
Longmont,CO80503 		NONE PUBLIC GENERAL 2,500

WOUNDED VETERANS RELIEF FUND

300 PROSPERITY FARMS RD STE F
North Palm Beach,FL33408 		NONE PUBLIC GENERAL 2,500

ASPCA

3026 NW 79 AVE
DORAL,FL33122 		NONE PUBLIC GENERAL 500

BLOUNT COUNTY RESCUE SQUAD

PO BOX 218
Alcoa,TN37701 		NONE PUBLIC GENERAL 1,500

COMBAT VETERANS MOTORCYCLE ASSN CH 20-4

2880 SOUTHLAN RD
Mount Dora,FL32757 		NONE PUBLIC GENERAL 1,000

EASTERSEALS SOUTH FLORIDA

1475 NW 14TH AVE
Miami,FL33125 		NONE PUBLIC GENERAL 4,000

IRIS FIELDS PARK

4682 WHITE ROCK CIRCLE 4
BOULDER,CO80301 		NONE PIUBLIC GENERAL 1,000

MIAMI CENTER FOR MENTAL
HEALTH AND RECOVERY
1450 BRICKELL AVENUE
Miami,FL33131 		NONE PUBLIC GENERAL 5,000

PORCHLIGHT

306 NORTH BROOKS STREET
MADISON,WI53715 		NONE PUBLIC GENERAL 1,000

ROUND LAKE CHARTER SCHOOL

31333 ROUND LAKE RD
Mount Dora,FL32757 		NONE PUBLIC GENERAL 1,200
Total .................................right arrow 3a 130,900
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 81,630  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 47,329  
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) ..   128,959  
13Total. Add line 12, columns (b), (d), and (e)..................
13
128,959
(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:
D RICHARD MEAD CHARITABLE FOUNDATION
EIN:
65-6106335
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEES 2,500 1,250   1,250

TY 2023 InvestmentsCorpBondsSchedule
Name:
D RICHARD MEAD CHARITABLE FOUNDATION
EIN:
65-6106335
Name of Bond End of Year Book Value End of Year Fair Market Value
SEE ATTACHMENTS 770,131 691,095

TY 2023 InvestmentsCorpStockSchedule
Name:
D RICHARD MEAD CHARITABLE FOUNDATION
EIN:
65-6106335
Name of Stock End of Year Book Value End of Year Fair Market Value
SEE ATTACHMENTS 1,461,874 2,053,879

TY 2023 InvestmentsOtherSchedule2
Name:
D RICHARD MEAD CHARITABLE FOUNDATION
EIN:
65-6106335
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
SEE ATTACHMENTS AT COST 60,214 68,330

TY 2023 OtherExpensesSchedule
Name:
D RICHARD MEAD CHARITABLE FOUNDATION
EIN:
65-6106335
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
SERVICE CHARGE 50 50   0
IL ATTORNEY GENERAL FEES 15 0   15


TY 2023 OtherIncreasesSchedule
Name:
D RICHARD MEAD CHARITABLE FOUNDATION
EIN:
65-6106335
Description Amount
TAX COST ADJ 1,112


TY 2023 OtherProfessionalFeesSchedule
Name:
D RICHARD MEAD CHARITABLE FOUNDATION
EIN:
65-6106335
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGER FEES 3,896 3,896    


TY 2023 TaxesSchedule
Name:
D RICHARD MEAD CHARITABLE FOUNDATION
EIN:
65-6106335
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ESTIMATED TAXES 800 0   0
FOREIGN TAXES 1,677 1,677   0