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 03-01-2023 , and ending 02-29-2024
Name of foundation
PARKS FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1532 AFT
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PENNINGTON, NJ08534
A Employer identification number

43-1948979
B Telephone number (see instructions)

(888) 866-3275
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$2,194,374J 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... 17,898 17,898  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 166,968
b Gross sales price for all assets on line 6a 454,324
7 Capital gain net income (from Part IV, line 2)... 166,968
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........ 184,866 184,866  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
12,446 7,467   4,978
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,158 253   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
54 54    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 13,658 7,774 0 4,978
25 Contributions, gifts, grants paid....... 88,057 88,057
26 Total expenses and disbursements. Add lines 24 and 25 101,715 7,774 0 93,035
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 83,151
b Net investment income (if negative, enter -0-) 177,092
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............. 118 2 2
2 Savings and temporary cash investments......... 24,729 27,393 27,393
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)....... 630,107 Click to see attachment
List of Attached Documents:
// Content
709,064 		2,166,979
c Investments—corporate bonds (attach schedule).......      
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)..........     0
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) 654,954 736,459 2,194,374
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........ 654,954 736,459
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)..... 654,954 736,459
30 Total liabilities and net assets/fund balances (see instructions). 654,954 736,459
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
654,954
2
Enter amount from Part I, line 27a .....................
2
83,151
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1
4
Add lines 1, 2, and 3 ..........................
4
738,106
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,647
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
736,459
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 13. ADVANCED MICRO DEVICES INC   2023-06-13 2024-02-06
b 5. ALPHABET INC SHS CL C   2012-06-27 2024-02-06
c 5. ALPHABET INC SHS CL C   2012-08-28 2024-02-06
d 25. ALPHABET INC SHS CL A   2012-06-27 2024-02-06
e 19. AMAZON COM INC   2020-03-17 2023-06-13
34. AMAZON COM INC   2020-03-17 2024-02-06
4. AMERICAN EXPRESS CO   2023-12-22 2024-02-06
3. ANALOG DEVICES INC   2021-07-27 2023-06-13
15. ANALOG DEVICES INC   2021-07-09 2023-06-13
17. ANALOG DEVICES INC   2021-09-01 2023-11-03
16. ANALOG DEVICES INC   2021-11-03 2023-11-03
13. ANALOG DEVICES INC   2021-07-27 2023-11-03
14. ANALOG DEVICES INC   2021-10-14 2023-11-03
2. ANTHEM INC   2020-01-22 2024-02-06
520. APPLE INC   2000-11-24 2024-01-24
10. APPLIED MATERIALS INCORPORATED   2020-08-11 2023-12-14
23. APPLIED MATERIALS INCORPORATED   2020-08-26 2023-12-14
7. APPLIED MATERIALS INCORPORATED   2020-08-26 2024-02-06
14. APPLIED MATERIALS INCORPORATED   2020-08-26 2024-02-14
28. AVANTOR INC   2021-09-13 2024-02-06
5. AVANTOR INC   2021-09-17 2024-02-06
59. BP AMOCO P L C SPONSORED ADR   2022-08-04 2024-02-06
51. BATH & BODY WORKS INC   2022-01-20 2023-04-12
47. BATH & BODY WORKS INC   2022-01-20 2023-04-13
9. BATH & BODY WORKS INC   2022-02-01 2023-04-13
41. BATH & BODY WORKS INC   2022-02-01 2023-04-14
55. BATH & BODY WORKS INC   2022-07-05 2023-04-14
28. BATH & BODY WORKS INC   2022-07-05 2023-04-17
4. BERKSHIRE HATHAWAYINC   2020-05-26 2023-08-25
3. BERKSHIRE HATHAWAYINC   2020-04-28 2023-08-25
6. BERKSHIRE HATHAWAYINC   2020-05-26 2024-02-06
20. CBRE GROUP INC   2020-08-11 2023-06-13
25. CBRE GROUP INC   2020-06-05 2023-06-13
10. CBRE GROUP INC   2020-10-02 2023-06-13
19. CBRE GROUP INC   2020-10-02 2023-06-20
21. CBRE GROUP INC   2020-10-02 2023-06-21
16. CBRE GROUP INC   2022-04-20 2023-06-21
11. CBRE GROUP INC   2022-04-20 2023-06-22
17. CATERPILLAR INC   2022-01-06 2023-08-25
5. CATERPILLAR INC   2022-01-06 2024-01-22
12. CATERPILLAR INC   2022-01-28 2024-01-22
8. CATERPILLAR INC   2022-02-01 2024-02-06
9. CATERPILLAR INC   2022-03-03 2024-02-06
1. CATERPILLAR INC   2022-01-28 2024-02-06
4. CATERPILLAR INC   2022-04-05 2024-02-07
10. CATERPILLAR INC   2022-04-05 2024-02-08
45. CIENA CORP   2020-11-30 2023-09-28
3. CIENA CORP   2021-01-11 2023-09-28
10. CIENA CORP   2021-05-17 2023-11-30
47. CIENA CORP   2021-01-11 2023-11-30
7. CIENA CORP   2021-05-17 2024-02-06
13. CIENA CORP   2021-05-18 2024-02-06
24. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2022-10-05 2024-02-06
94. COMCAST CORP   2012-10-05 2023-10-19
40. COMCAST CORP   2012-10-05 2024-02-06
1. CONOCOPHILLIPS   2020-11-11 2024-02-06
15. CONOCOPHILLIPS   2021-04-16 2024-02-06
31. DOWDUPONT INC   2019-07-05 2024-02-06
10. DOLLAR GENERAL CORP   2021-03-30 2024-02-06
7. DOLLAR TREE INC   2019-04-08 2024-02-06
41. DUN AND BRADSTREET HLDGS   2022-12-14 2024-02-06
216. EQT CORP   2021-09-16 2023-07-14
7. EQT CORP   2021-09-16 2023-07-20
118. EQT CORP   2022-01-28 2023-07-20
2. FACEBOOK INC   2020-02-12 2023-03-16
17. FACEBOOK INC   2020-02-12 2023-06-13
14. FACEBOOK INC   2020-02-12 2023-07-14
8. FACEBOOK INC   2020-02-12 2024-02-06
1. FACEBOOK INC   2024-02-12 2024-02-15
4. FACEBOOK INC   2020-02-12 2024-02-21
17. FIDELITY NATL INFORMATION SVCS INC COM   2021-04-05 2023-04-26
24. FIDELITY NATL INFORMATION SVCS INC COM   2021-07-06 2023-04-26
3. FIDELITY NATL INFORMATION SVCS INC COM   2021-03-22 2023-04-26
23. FIDELITY NATL INFORMATION SVCS INC COM   2021-04-21 2023-04-26
10. FIDELITY NATL INFORMATION SVCS INC COM   2021-03-23 2023-04-26
19. FIDELITY NATL INFORMATION SVCS INC COM   2021-08-06 2023-05-02
15. FIDELITY NATL INFORMATION SVCS INC COM   2021-07-27 2023-05-02
12. FIDELITY NATL INFORMATION SVCS INC COM   2021-07-06 2023-05-02
19. FIDELITY NATL INFORMATION SVCS INC COM   2022-11-10 2023-05-02
17. FIDELITY NATL INFORMATION SVCS INC COM   2022-11-10 2023-05-03
28. FIDELITY NATL INFORMATION SVCS INC COM   2022-12-23 2023-05-03
46. FIDELITY NATIONAL FINANCIAL INC   2023-01-13 2024-02-06
2. FIRST CITIZENS BANCSHARES INC/NC   2022-01-07 2023-04-21
3. FIRST CITIZENS BANCSHARES INC/NC   2022-01-07 2023-05-10
3. FIRST CITIZENS BANCSHARES INC/NC   2022-03-16 2023-05-10
3. FIRST CITIZENS BANCSHARES INC/NC   2022-03-15 2023-05-10
4. FLEETCOR TECHNOLOGIS INC   2020-08-11 2023-09-28
1. FLEETCOR TECHNOLOGIS INC   2020-07-20 2023-09-28
5. FLEETCOR TECHNOLOGIS INC   2020-10-02 2023-09-28
2. FLEETCOR TECHNOLOGIS INC   2020-10-02 2023-10-19
4. FLEETCOR TECHNOLOGIS INC   2020-11-30 2023-10-19
4. FLEETCOR TECHNOLOGIS INC   2020-11-30 2023-10-20
3. FLEETCOR TECHNOLOGIS INC   2021-08-13 2023-11-30
7. FLEETCOR TECHNOLOGIS INC   2020-11-30 2023-11-30
10. FLEETCOR TECHNOLOGIS INC   2021-08-13 2023-12-12
4. FLEETCOR TECHNOLOGIS INC   2021-08-13 2023-12-13
12. FLEETCOR TECHNOLOGIS INC   2021-10-14 2023-12-13
4. FORTIVE CORP   2019-10-01 2024-02-06
22. FORTIVE CORP   2018-01-11 2024-02-06
66. FOX CORP   2020-02-06 2023-12-19
24. FOX CORP   2020-08-11 2023-12-19
15. FOX CORP   2020-11-30 2023-12-19
81. FOX CORP   2020-11-30 2023-12-20
32. GENERAL MOTORS CO   2020-01-22 2023-11-22
78. GENERAL MOTORS CO   2020-02-06 2023-11-24
34. GENERAL MOTORS CO   2020-01-22 2023-11-24
47. GENERAL MOTORS CO   2020-02-06 2023-11-27
20. GENERAL MOTORS CO   2020-08-11 2023-11-27
30. GENERAL MOTORS CO   2020-06-17 2023-11-27
34. GENERAL MOTORS CO   2020-05-26 2023-11-27
45. GENERAL MOTORS CO   2020-11-30 2023-11-27
2. HUMANA INC   2021-02-22 2024-02-06
7. INTERCONTINENTAL EXCHANGE INC   2020-12-09 2024-02-06
8. INTERCONTINENTAL EXCHANGE INC   2020-11-30 2024-02-06
9. J P MORGAN CHASE & CO COM   2012-06-27 2024-02-06
4. LPL FINANCIAL HOLDINGS INC   2023-06-30 2024-02-06
1. LABORATORY CORP AMER HLDGS COM NEW   2018-10-31 2023-12-14
19. LABORATORY CORP AMER HLDGS COM NEW   2014-12-23 2023-12-14
5. LABORATORY CORP AMER HLDGS COM NEW   2018-10-31 2024-02-06
24. LAS VEGAS SANDS CORP   2021-02-19 2024-02-06
16. MARVELL TECH INC   2023-05-11 2024-02-06
33. MARVELL TECH INC   2023-05-11 2024-02-14
23. MICROSOFT CORPORATION   2015-11-18 2023-07-14
17. MICROSOFT CORPORATION   2015-11-18 2024-02-06
11. MICRON TECHNOLOGY INC   2023-11-06 2024-02-06
26. MICRON TECHNOLOGY INC   2023-11-06 2024-02-14
18. MONDELEZ INTERNATIONAL INC   2021-12-17 2024-02-06
18. MONDELEZ INTERNATIONAL INC   2022-01-06 2024-02-21
48. MONDELEZ INTERNATIONAL INC   2021-12-17 2024-02-21
34. MONDELEZ INTERNATIONAL INC   2022-04-05 2024-02-28
21. MONDELEZ INTERNATIONAL INC   2022-01-06 2024-02-28
61. MONDELEZ INTERNATIONAL INC   2022-02-28 2024-02-28
31. MONSTER BEVERAGE SHS   2022-04-13 2023-06-13
7. MONSTER BEVERAGE SHS   2022-05-04 2023-08-25
59. MONSTER BEVERAGE SHS   2022-04-13 2023-08-25
21. MONSTER BEVERAGE SHS   2022-05-04 2024-02-06
20. NORFOLK SOUTHERN CORP   2017-01-12 2023-03-29
15. NORFOLK SOUTHERN CORP   2018-01-11 2023-03-29
11. NORFOLK SOUTHERN CORP   2021-11-03 2023-03-29
3. NORFOLK SOUTHERN CORP   2020-08-11 2023-03-29
10. NORFOLK SOUTHERN CORP   2021-12-07 2023-03-29
15. NOVO-NORDISK A S ADR   2019-01-22 2023-06-30
16. NOVO-NORDISK A S ADR   2019-01-22 2024-02-06
1. NVIDIA CORP   2024-02-12 2024-02-23
23. OTIS WORLDWIDE CORP REG   2020-04-28 2023-06-13
28. OTIS WORLDWIDE CORP REG   2020-04-28 2023-08-25
12. OTIS WORLDWIDE CORP REG   2020-04-28 2024-02-06
16. PROGRESSIVE CORP OHIO COM   2021-11-11 2023-07-14
8. PROGRESSIVE CORP OHIO COM   2021-11-30 2023-11-06
6. PROGRESSIVE CORP OHIO COM   2021-11-11 2023-11-06
5. PROGRESSIVE CORP OHIO COM   2021-11-30 2024-02-06
14. REINSURANCE GROUP OF AMERICA INC   2022-04-13 2023-06-13
7. REINSURANCE GROUP OF AMERICA INC   2022-04-13 2024-02-06
5. ROSS STORES INC   2021-08-13 2024-02-06
6. ROSS STORES INC   2020-11-30 2024-02-06
21. ROYAL DUTCH SHELL PLC   2023-07-14 2024-02-06
40. SANOFI ADR   2020-03-17 2023-06-30
35. SANOFI ADR   2020-03-17 2024-02-06
58. SCHWAB CHARLES CORP NEW COM   2022-10-14 2023-06-27
42. SCHWAB CHARLES CORP NEW COM   2022-10-27 2023-06-27
26. SCHWAB CHARLES CORP NEW COM   2022-10-21 2023-06-27
6. SEALED AIR CORP   2021-06-21 2023-08-25
12. SEALED AIR CORP   2021-06-22 2023-08-25
12. SEALED AIR CORP   2021-06-23 2023-08-25
10. SEALED AIR CORP   2021-06-24 2023-08-25
17. SEALED AIR CORP   2021-06-25 2023-08-25
24. SEALED AIR CORP   2021-07-12 2023-08-25
24. SEALED AIR CORP   2021-07-13 2023-08-25
13. SEALED AIR CORP   2021-07-14 2023-08-25
39. SEALED AIR CORP   2021-08-06 2023-08-31
2. SEALED AIR CORP   2021-07-14 2023-08-31
45. SEALED AIR CORP   2022-11-10 2023-09-01
6. SEALED AIR CORP   2021-08-06 2023-09-01
21. SEALED AIR CORP   2022-11-10 2023-09-05
14. SKECHERS U S A INC   2023-04-26 2024-02-06
20. SONY CORP/AMER SHARES NEW/   2023-03-29 2024-02-06
14. TKO GROUP HOLDINGS INC   2021-08-06 2024-02-06
21. TENET HEALTHCARE CORP   2023-02-08 2024-02-06
1. THERMO FISHER SCIENTIFIC INC   2023-12-14 2024-02-06
10. UNILEVER PLC W/I (UK/USD) US9047677045   2019-08-16 2024-02-06
11. UNILEVER PLC W/I (UK/USD) US9047677045   2019-10-17 2024-02-06
4. UNITEDHEALTH GROUP INC   2014-10-27 2024-02-06
8. VEEVA SYS INC CL A   2021-01-05 2024-02-06
23. VERIZON COMMUNICATIONS INC   2023-10-19 2024-02-06
11. VISA INC   2020-03-09 2023-03-16
22. VISA INC   2020-03-17 2023-03-16
5. VISA INC   2020-03-24 2023-03-16
5. VISA INC   2021-01-19 2023-06-13
4. VISA INC   2020-10-30 2023-06-13
18. VISA INC   2020-03-24 2023-06-13
5. VISA INC   2020-04-28 2023-06-13
14. VISA INC   2021-01-19 2023-06-30
4. VISA INC   2021-01-19 2024-01-02
4. VISA INC   2021-01-20 2024-01-02
15. VISA INC   2021-04-27 2024-01-02
9. VOYA FINL INC SHS   2022-09-27 2024-02-06
5. ZEBRA TECHNOLOGIES CORP CL A   2023-08-25 2024-02-06
9. ALLEGION PLC SHS   2023-06-13 2024-02-06
32. ALLEGION PLC SHS   2023-06-13 2024-02-21
2. ALLEGION PLC SHS   2023-07-14 2024-02-21
18. ALLEGION PLC SHS   2023-07-14 2024-02-28
14. ALLEGION PLC SHS   2023-08-25 2024-02-28
15. ALLEGION PLC SHS   2023-08-25 2024-02-29
45. AXALTA COATING SYSTEMS   2020-06-11 2024-02-06
23. MEDTRONIC PLC SHS   2023-06-30 2024-02-06
18. APTIV PLC SHS   2022-07-12 2024-02-06
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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    
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    
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    
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    
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    
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    
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    
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 2,169   1,660 509
b 726   71 655
c 726   85 641
d 3,594   357 3,237
e 2,400   1,755 645
5,711   3,141 2,570
818   742 76
576   487 89
2,878   2,489 389
2,845   2,753 92
2,678   2,865 -187
2,176   2,109 67
2,343   2,347 -4
990   608 382
101,617   181 101,436
1,614   651 963
3,712   1,466 2,246
1,179   446 733
2,605   893 1,712
664   1,173 -509
119   214 -95
2,140   1,747 393
1,864   2,796 -932
1,693   2,577 -884
324   500 -176
1,477   2,279 -802
1,981   1,493 488
1,004   760 244
1,415   721 694
1,061   565 496
2,359   1,082 1,277
1,584   943 641
1,980   1,371 609
792   477 315
1,461   907 554
1,611   1,003 608
1,227   1,403 -176
836   964 -128
4,607   3,776 831
1,442   1,111 331
3,461   2,422 1,039
2,578   1,633 945
2,900   1,753 1,147
322   202 120
1,300   864 436
3,231   2,159 1,072
2,122   2,006 116
141   159 -18
455   521 -66
2,139   2,486 -347
388   364 24
721   682 39
1,885   1,457 428
4,084   1,738 2,346
1,773   740 1,033
112   36 76
1,675   771 904
1,611   892 719
1,339   2,025 -686
964   722 242
459   548 -89
8,385   4,261 4,124
285   138 147
4,796   2,467 2,329
398   421 -23
4,590   3,582 1,008
4,363   2,950 1,413
3,662   1,686 1,976
485   472 13
1,869   843 1,026
932   2,480 -1,548
1,316   3,452 -2,136
164   424 -260
1,261   3,517 -2,256
548   1,421 -873
1,013   2,563 -1,550
799   2,261 -1,462
640   1,726 -1,086
1,013   1,222 -209
907   1,094 -187
1,494   1,875 -381
2,289   1,896 393
2,072   1,795 277
3,509   2,692 817
3,509   2,256 1,253
3,509   2,173 1,336
1,033   957 76
258   259 -1
1,292   1,176 116
487   470 17
974   1,058 -84
962   1,058 -96
717   791 -74
1,674   1,851 -177
2,585   2,636 -51
1,038   1,055 -17
3,115   3,121 -6
325   232 93
1,790   1,380 410
1,971   2,438 -467
717   606 111
448   433 15
2,411   2,337 74
897   1,121 -224
2,209   2,684 -475
963   1,191 -228
1,331   1,617 -286
566   578 -12
850   826 24
963   931 32
1,274   1,988 -714
734   757 -23
884   764 120
1,010   842 168
1,566   329 1,237
969   870 99
221   138 83
4,203   1,746 2,457
1,112   692 420
1,254   1,445 -191
1,057   635 422
2,273   1,311 962
7,979   1,226 6,753
6,874   906 5,968
927   800 127
2,153   1,891 262
1,354   1,180 174
1,326   1,214 112
3,536   3,146 390
2,489   2,158 331
1,537   1,416 121
4,466   3,963 503
1,799   1,299 500
399   293 106
3,367   2,472 895
1,175   880 295
4,145   2,214 1,931
3,108   2,306 802
2,279   3,157 -878
622   635 -13
2,072   2,890 -818
2,425   721 1,704
1,875   384 1,491
792   727 65
2,002   1,144 858
2,332   1,392 940
1,098   597 501
1,855   1,535 320
1,264   747 517
948   576 372
905   467 438
2,026   1,553 473
1,167   776 391
711   626 85
853   647 206
1,334   1,282 52
2,149   1,741 408
1,646   1,524 122
3,202   4,023 -821
2,319   3,253 -934
1,436   1,816 -380
210   351 -141
420   704 -284
420   704 -284
350   583 -233
595   999 -404
840   1,392 -552
840   1,366 -526
455   742 -287
1,447   2,292 -845
74   114 -40
1,682   2,204 -522
224   353 -129
770   1,028 -258
807   699 108
1,934   1,757 177
1,213   710 503
1,856   1,133 723
558   522 36
499   596 -97
549   666 -117
2,034   367 1,667
1,675   2,213 -538
948   730 218
2,333   1,941 392
4,666   3,558 1,108
1,060   758 302
1,120   1,008 112
896   722 174
4,031   2,728 1,303
1,120   864 256
3,322   2,823 499
1,035   807 228
1,035   826 209
3,880   3,448 432
644   532 112
1,211   1,338 -127
1,135   1,060 75
4,133   3,770 363
258   245 13
2,319   2,201 118
1,804   1,525 279
1,930   1,634 296
1,453   974 479
2,015   2,033 -18
1,528   1,621 -93
      451
      451
      451
      451
      451
      451
      451
      451
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      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
      451
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      451
      451
      451
      451
      451
      451
      451
      451
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       509
b       655
c       641
d       3,237
e       645
      2,570
      76
      89
      389
      92
      -187
      67
      -4
      382
      101,436
      963
      2,246
      733
      1,712
      -509
      -95
      393
      -932
      -884
      -176
      -802
      488
      244
      694
      496
      1,277
      641
      609
      315
      554
      608
      -176
      -128
      831
      331
      1,039
      945
      1,147
      120
      436
      1,072
      116
      -18
      -66
      -347
      24
      39
      428
      2,346
      1,033
      76
      904
      719
      -686
      242
      -89
      4,124
      147
      2,329
      -23
      1,008
      1,413
      1,976
      13
      1,026
      -1,548
      -2,136
      -260
      -2,256
      -873
      -1,550
      -1,462
      -1,086
      -209
      -187
      -381
      393
      277
      817
      1,253
      1,336
      76
      -1
      116
      17
      -84
      -96
      -74
      -177
      -51
      -17
      -6
      93
      410
      -467
      111
      15
      74
      -224
      -475
      -228
      -286
      -12
      24
      32
      -714
      -23
      120
      168
      1,237
      99
      83
      2,457
      420
      -191
      422
      962
      6,753
      5,968
      127
      262
      174
      112
      390
      331
      121
      503
      500
      106
      895
      295
      1,931
      802
      -878
      -13
      -818
      1,704
      1,491
      65
      858
      940
      501
      320
      517
      372
      438
      473
      391
      85
      206
      52
      408
      122
      -821
      -934
      -380
      -141
      -284
      -284
      -233
      -404
      -552
      -526
      -287
      -845
      -40
      -522
      -129
      -258
      108
      177
      503
      723
      36
      -97
      -117
      1,667
      -538
      218
      392
      1,108
      302
      112
      174
      1,303
      256
      499
      228
      209
      432
      112
      -127
      75
      363
      13
      118
      279
      296
      479
      -18
      -93
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 166,968
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 2,462
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,462
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,462
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,312
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,312
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 1,150
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 arrow0 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 arrowHI
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 arrowBANK OF AMERICA NA Telephone no.right arrow (888) 866-3275

Located atright arrowPO BOX 1532 AFTPENNINGTONNJ ZIP+4right arrow08534
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
JOHN E PARKS PRESIDENT
1 		0    
2047 WILHELMINA RISE
HONOLULU,HI968163315
MARGARET E PARKS VICE-PRESIDENT
1 		0    
2047 WILHELMINA RISE
HONOLULU,HI968163315
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
2,129,561
b
Average of monthly cash balances.......................
1b
31,932
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,161,493
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
2,161,493
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
32,422
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,129,071
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
106,454
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
106,454
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,462
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,462
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
103,992
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
103,992
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
103,992
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
93,035
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
93,035
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 7 103,992
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 88,057
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$ 93,035
a Applied to 2022, but not more than line 2a 88,057
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..... 4,978
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 .......... 		99,014
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).)
JOHN E PARKS
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

HAWAII COMMUNITY FOUNDATION

827 FORT STREET MALL
HONOLULU,HI96813 		N/A PC UNRESTRICTED GENERAL 88,057
Total .................................right arrow 3a 88,057
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 17,898  
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 ............ 		    18 166,968  
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) ..   184,866  
13Total. Add line 12, columns (b), (d), and (e)..................
13
184,866
(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 InvestmentsCorpStockSchedule
Name:
PARKS FAMILY FOUNDATION
EIN:
43-1948979
Name of Stock End of Year Book Value End of Year Fair Market Value
26078J100 DOWDUPONT INC COM    
437076102 HOME DEPOT INC USD 0    
172967424 CITIGROUP INC    
20030N101 COMCAST CORP 17,218 20,825
247361702 DELTA AIR LINES INC    
526057104 LENNAR CORP    
695156109 PACKAGING CORP AMER    
7591EP100 REGIONS FINL CORP NE    
867224107 SUNCOR ENERGY INC NE    
337932107 FIRSTENERGY CORP    
02079K107 ALPHABET INC SHS 5,964 21,526
12514G108 CDW CORP/DE    
15135B101 CENTENE CORP DEL    
375558103 GILEAD SCIENCES INC    
548661107 LOWES COMPANIES INC    
655844108 NORFOLK SOUTHERN COR    
902973304 US BANCORP DEL    
917047102 URBAN OUTFITTERS INC    
931142103 WAL MART STORES INC    
126650100 CVS CORP    
192446102 COGNIZANT TECHNOLOGY 13,424 17,463
46625H100 J P MORGAN CHASE & C 4,476 17,676
50540R409 LABORATORY CORP AMER 6,015 9,065
037833100 APPLE INC 2,256 1,171,260
17275R102 CISCO SYSTEMS INC    
23331A109 DR HORTON INC    
38141G104 GOLDMAN SACHS GROUP    
444859102 HUMANA INC 9,223 7,707
717081103 PFIZER INC    
755111507 RAYTHEON CO    
867914103 SUNTRUST BANKS INC    
844741108 SOUTHWEST AIRLINES C    
91324P102 UNITEDHEALTH GROUP I 6,804 16,289
00817Y108 AETNA INC    
143658300 CARNIVAL CORP    
02079K305 ALPHABET INC SHS 11,407 30,461
02209S103 ALTRIA GROUP INC    
055622104 BP P L C SPONS ADR 11,022 11,477
34959J108 FORTIVE CORP 18,156 22,815
382550101 GOODYEAR TIRE & RUBB    
416515104 HARTFORD FINL SVCS G    
670100205 NOVO NORDISK A/S ADR 7,908 23,595
68389X105 ORACLE CORP 4,064 3,909
69331C108 PG&E CORP    
744573106 PUBLIC SERVICE ENTER    
Y2573F102 FLEXTRONICS INTL LTD    
071813109 BAXTER INTL INC COM    
09062X103 BIOGEN IDEC INC    
166764100 CHEVRONTEXACO CORP    
269246401 E*TRADE FINANCIAL CO    
369604103 GENERAL ELECTRIC CO    
594918104 MICROSOFT CORP COM 26,457 85,210
770323103 ROBERT HALF INTERNAT    
02005N100 ALLY FINANCIAL INC    
24703L103 DELL TECHNOLOGIES IN    
037833100 APPLE INC    
24703L202 DELL TECHNOLOGIES IN    
443510607 HUBBELL INC    
66987V109 NOVARTIS AG SPNSRD A 1,198 1,212
565849106 MARATHON OIL CORP    
60871R209 MOLSON COORS BREWING    
874039100 TAIWAN SEMICONDUCTOR    
35671D857 FREEPORT-MCMORAN COP    
67103H107 O'REILLY AUTOMOTIVE    
256677105 DOLLAR GENERAL CORP 15,846 12,061
291011104 EMERSON ELECTRIC COM    
48238T109 KAR AUCTION SERVICES    
25470M109 DISH NETWORK CORPATI    
832696405 SMUCKER J M CO    
00130H105 AES CORP/VA    
92826C839 VISA INC 5,245 5,370
904784709 UNILEVER NV    
35137L105 FOX CORP    
80105N105 SANOFI-SYNTHELABO 18,135 17,226
89832Q109 TRUIST FINL CORP    
023135106 AMAZON COM INC 46,833 63,103
500472303 KONINKLIJKE PHILIPS    
12508E101 CDK GLOBAL INC    
754730109 RAYMOND JAMES FINANC    
20825C104 CONOCOPHILLIPS 7,800 13,955
22052L104 DOWDUPONT INC 9,153 16,002
835699307 SONY CORP ADR AMERN 17,845 17,419
37045V100 GENERAL MOTORS CO    
30303M102 FACEBOOK INC 18,740 42,151
92343V104 VERIZON COMMUNICATIO 8,373 10,245
036752103 ANTHEM INC 7,667 11,529
05523R107 BAE SYSTEMS PLC    
256746108 DOLLAR TREE INC 8,676 11,588
01609W102 ALIBABA GROUP HOLDIN 661 666
038222105 APPLIED MATERIALS IN 6,757 18,952
14040H105 CAPITAL ONE FINANCIA    
339041105 FLEETCOR TECHNOLOGIS    
74762E102 QUANTA SERVICES INC    
778296103 ROSS STORES INC 12,539 17,726
171779309 CIENA CORP 7,385 9,858
45866F104 INTERCONTINENTAL EXC 16,942 21,178
617446448 MORGAN STANLEY    
517834107 LAS VEGAS SANDS CORP 8,951 9,159
G0750C108 AXALTA COATING SYSTE 8,895 11,259
904767704 UNILEVER PLC AMER SH 9,760 8,815
68902V107 OTIS WORLDWIDE CORP 7,622 10,007
922475108 VEEVA SYS INC 10,322 10,148
92857W308 VODAFONE GROUP PLC    
12504L109 CBRE GROUP INC    
12541W209 CH ROBINSON WORLDWID    
084670702 BERKSHIRE HATHAWAYIN 12,126 26,611
191216100 COCA-COLA CO/THE    
070830104 BATH & BODY WORKS IN    
609207105 MONDELEZ INTERNATION 7,537 8,476
98156Q108 WORLD WRESTLING ENTE    
26884L109 EQT CORP    
743315103 PROGRESSIVE CORP/THE 6,671 12,321
032654105 ANALOG DEVICES INC    
149123101 CATERPILLAR INC    
31620M106 FIDELITY NATL INFO S    
31946M103 FIRST CITIZENS BANCS    
81211K100 SEALED AIR CORP    
05352A100 AVANTOR INC 15,727 11,482
61174X109 MONSTER BEVERAGE SHS 10,126 12,884
759351604 REINSURANCE GROUP OF 7,538 11,318
G6095L109 APTIV PLC SHS 12,060 10,175
26484T106 DUN AND BRADSTREET H 5,468 4,553
929089100 VOYA FINL INC SHS 8,197 8,272
88033G407 TENET HEALTHCARE COR 7,847 13,299
808513105 CHARLES SCHWAB CORP/    
31620R303 FIDELITY NATIONAL FI 7,431 10,268
007903107 ADVANCED MICRO DEVIC 17,270 26,569
025816109 AMERICAN EXPRESS CO 8,183 9,654
052769106 AUTODESK INC COM 3,205 3,098
097023105 BOEING CO/THE 4,803 4,686
244199105 DEERE & CO 386 365
25243Q205 DIAGEO PLC SPON ADR 4,825 4,826
254687106 WALT DISNEY CO/THE 3,399 3,459
285512109 ELECTRONIC ARTS 4,639 4,603
302130109 EXPEDITORS INTL WASH 1,527 1,435
303075105 FACTSET RESEARCH SYS 1,429 1,388
34965K107 FORTREA HOLDINGS INC 2,733 4,092
452327109 ILLUMINA INC 1,229 1,258
46120E602 INTUITIVE SURGICAL I 1,158 1,157
50212V100 LPL FINANCIAL HOLDIN 10,260 12,591
573874104 MARVELL TECH INC 9,413 13,902
595112103 MICRON TECHNOLOGY 13,521 16,310
64110L106 NETFLIX COM INC 4,493 4,823
67066G104 NVIDIA CORP 14,665 15,822
70450Y103 PAYPAL HOLDINGS INC 776 784
747525103 QUALCOMM INC 1,661 1,736
75513E101 RAYTHEON TECHNOLOGIE 9,047 9,146
75886F107 REGENERON PHARMACEUT 1,906 1,932
771195104 ROCHE HLDG LTD SPONS 841 851
780259305 ROYAL DUTCH SHELL PL 10,617 10,744
784117103 SEI INVESTMENTS CO 1,205 1,211
79466L302 SALESFORCE COM INC 3,462 3,706
82509L107 SHOPIFY INC 2,168 1,833
830566105 SKECHERS U S A INC 7,118 9,024
852234103 SQUARE INC SHS 1,029 1,192
855244109 STARBUCKS CORP 1,548 1,518
87256C101 TKO GROUP HOLDINGS I 6,666 8,708
88160R101 TESLA MTRS INC 4,622 4,845
883556102 THERMO FISHER SCIENT 5,265 5,702
92532F100 VERTEX PHARMACEUTICA 2,526 2,524
929740108 WABTEC CORP 4,656 4,945
98138H101 WORKDAY INC CL A 1,208 1,179
988498101 YUM! BRANDS INC 1,052 1,107
98850P109 YUM CHINA HOLDINGS I 372 386
989207105 ZEBRA TECHNOLOGIES C 13,821 15,371
G0176J109 ALLEGION PLC SHS 5,361 6,010
G5960L103 MEDTRONIC PLC SHS 14,532 13,921

TY 2023 OtherDecreasesSchedule
Name:
PARKS FAMILY FOUNDATION
EIN:
43-1948979
Description Amount
TYE SALES ADJ 1,647


TY 2023 OtherExpensesSchedule
Name:
PARKS FAMILY FOUNDATION
EIN:
43-1948979
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE 54 54   0


TY 2023 OtherIncreasesSchedule
Name:
PARKS FAMILY FOUNDATION
EIN:
43-1948979
Description Amount
ROUNDING 1


TY 2023 OtherProfessionalFeesSchedule
Name:
PARKS FAMILY FOUNDATION
EIN:
43-1948979
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 12,446 7,467   4,978


TY 2023 TaxesSchedule
Name:
PARKS FAMILY FOUNDATION
EIN:
43-1948979
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 253 253   0
EXCISE TAX ESTIMATES 905 0   0