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
COUCH FAMILY FOUNDATION(25
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 919798
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ORLANDO, FL328919798
A Employer identification number

59-2926563
B Telephone number (see instructions)

(407) 237-4500
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$8,458,317J 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... 153,955 153,630  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 88,953
b Gross sales price for all assets on line 6a 1,113,929
7 Capital gain net income (from Part IV, line 2)... 88,953
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)....... Click to see attachment
List of Attached Documents:
// Content
9,621 9,621  
12 Total. Add lines 1 through 11........ 252,529 252,204  
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)....... Click to see attachment
List of Attached Documents:
// Content
2,500 0 0 2,500
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
25,541 25,541   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
9,852 6,486   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
46,640 38,859   7,781
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 84,533 70,886 0 10,281
25 Contributions, gifts, grants paid....... 470,500 470,500
26 Total expenses and disbursements. Add lines 24 and 25 555,033 70,886 0 480,781
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -302,504
b Net investment income (if negative, enter -0-) 181,318
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............. 88,111 13,587 13,587
2 Savings and temporary cash investments......... 112,760 167,164 167,164
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)....... 956,805 Click to see attachment
List of Attached Documents:
// Content
769,853 		965,368
c Investments—corporate bonds (attach schedule)....... 957,019 Click to see attachment
List of Attached Documents:
// Content
968,121 		913,702
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).......... 2,210,832 Click to see attachment
List of Attached Documents:
// Content
2,211,612 		3,816,385
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
241,261 		Click to see attachment
List of Attached Documents:
// Content
221,221 		Click to see attachment
List of Attached Documents:
// Content
2,582,111
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,566,788 4,351,558 8,458,317
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........ 4,566,788 4,351,558
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)..... 4,566,788 4,351,558
30 Total liabilities and net assets/fund balances (see instructions). 4,566,788 4,351,558
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
4,566,788
2
Enter amount from Part I, line 27a .....................
2
-302,504
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
89,121
4
Add lines 1, 2, and 3 ..........................
4
4,353,405
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,847
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,351,558
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 88. MERCK & CO INC     2023-01-20
b 314. VODAFONE GROUP PLC SPON ADR     2023-01-20
c 25000. INTEL CORP 3.150% 5/11/27   2019-05-15 2023-01-30
d 77. GILEAD SCIENCES INC COM     2023-02-06
e 44. J.P. MORGAN CHASE & CO.     2023-02-14
10000. CAPITAL ONE FINL 3.500% 6/15/23   2017-07-20 2023-02-24
91. GILEAD SCIENCES INC COM     2023-02-24
32. J.P. MORGAN CHASE & CO.     2023-02-24
25000. JPMORGAN CHASE & CO 2.700% 5/18/23   2017-07-20 2023-02-24
167. VODAFONE GROUP PLC SPON ADR   2022-05-24 2023-02-24
275. VODAFONE GROUP PLC SPON ADR     2023-02-24
156. WARNER BROS DISCOVERY INC CL A     2023-02-24
23. CLOROX   2022-02-18 2023-03-07
20. J.P. MORGAN CHASE & CO.   2022-09-19 2023-03-07
479. VODAFONE GROUP PLC SPON ADR     2023-03-07
16. CLOROX   2022-02-18 2023-03-29
55. DIGITAL REALTY TRUST INC REIT     2023-03-29
22. ABBVIE INC     2023-04-04
5. CLOROX   2022-04-08 2023-04-04
10. CLOROX   2022-02-18 2023-04-04
23. DIGITAL REALTY TRUST INC REIT   2022-06-13 2023-04-04
41. DIGITAL REALTY TRUST INC REIT   2021-03-04 2023-04-04
10000. M&T BANK CORP V-D 5.053% 1/27/34   2023-02-24 2023-04-04
103. BRITISH AMERN TOB PLC SPONSORED ADR     2023-04-13
95. CISCO SYSTEMS     2023-04-13
41. GILEAD SCIENCES INC COM     2023-04-13
53. BROOKFIELD ASSET MANAGEMENT LTD CL A   2020-05-27 2023-05-02
16. LVMH MOET HENNESSY LOUIS UNSPONS ADR   2017-12-20 2023-05-02
16. NOVO-NORDISK A S ADR     2023-05-02
75. SAFRAN SA UNSPONSORED ADR   2022-04-06 2023-05-02
12. SAP AKTIENGESELLSCHAFT   2022-07-11 2023-05-02
9. SAP AKTIENGESELLSCHAFT   2021-11-08 2023-05-02
99. BRITISH AMERN TOB PLC SPONSORED ADR     2023-05-08
40. CLOROX     2023-05-08
157. BRITISH AMERN TOB PLC SPONSORED ADR     2023-05-12
42. AGNICO EAGLE MINES LTD   2019-07-23 2023-05-15
74. SHOPIFY INC CL A     2023-05-15
58. INFINEON TECHNOLOGIES AG SPONS ADR   2021-04-06 2023-06-05
176. ING GROEP N V   2022-01-12 2023-06-05
4. CYBERARK SOFTWARE LTD/ISRAEL   2023-05-02 2023-06-05
11. CYBERARK SOFTWARE LTD/ISRAEL   2022-01-26 2023-06-05
726. SWEDBANK AB SPONS ADR     2023-06-14
29. CISCO SYSTEMS   2022-05-24 2023-06-16
24. GILEAD SCIENCES INC COM   2020-10-22 2023-06-16
128. KEYCORP   2022-08-17 2023-06-16
34. KEYCORP   2022-05-24 2023-06-16
29. SOUTHERN COMPANY   2022-11-22 2023-06-16
25. KEYCORP   2022-11-09 2023-06-28
134. KEYCORP   2022-05-24 2023-06-28
59. CISCO SYSTEMS     2023-07-11
95. KEYCORP   2022-11-09 2023-07-11
61. KEYCORP   2022-06-13 2023-07-11
55. CISCO SYSTEMS   2022-07-05 2023-07-13
131. KEYCORP   2022-06-13 2023-07-13
385. AT&T INC     2023-07-18
132. WALGREENS BOOTS ALLIANCE INC     2023-09-01
61. WALGREENS BOOTS ALLIANCE INC   2023-04-04 2023-09-11
169. WALGREENS BOOTS ALLIANCE INC     2023-09-11
245. UNITED OVERSEAS BANK-SPONS ADR     2023-09-20
11. ICON PLC   2023-05-02 2023-09-20
796. CNH INDUSTRIAL NV     2023-09-20
25000. STATE STREET CORP 3.700% 11/20/23   2017-08-29 2023-09-29
15000. U.S. TREASURY NOTES 0.375% 4/15/24   2021-05-14 2023-09-29
25000. SCHLUMBERGER INVST 3.650% 12/01/23   2017-07-20 2023-10-02
140. ISHARES DOW JONES SEL DIVIDEND INDEX   2019-09-16 2023-10-13
499. ISHARES TR RUSSELL 1000 VALUE INDEX FUND   2021-03-26 2023-10-13
419. ISHARES TR RUSSELL 1000 GROWTH INDEX FD     2023-10-13
108. NOVARTIS AG     2023-10-13
7. AMGEN INCORPORATED   2023-04-13 2023-10-17
45. SANOFI-AVENTIS SPONSORED ADR   2023-05-12 2023-10-17
82961.2 BLACKROCK LIQ FDS TRSY-FD-I #60   2023-05-30 2023-10-19
17038.8 BLACKROCK LIQ FDS TRSY-FD-I #60   2022-09-02 2023-10-19
.6 SANDOZ GROUP AG SPONS ADR     2023-10-20
24. AMGEN INCORPORATED     2023-11-21
24. UNILEVER PLC-SPONSORED ADR   2023-04-04 2023-11-21
82. UNILEVER PLC-SPONSORED ADR     2023-11-21
4000. AMERICAN INTL GROUP 3.900% 4/01/26   2021-07-22 2023-11-22
25000. U.S. TREASURY NOTES 2.000% 4/30/24   2020-11-23 2023-11-27
260. AT&T INC     2023-11-28
603. AT&T INC     2023-11-28
448. BCE INC COM     2023-11-28
20. CROWN CASTLE INC REIT   2022-12-06 2023-11-28
128. CROWN CASTLE INC REIT     2023-11-28
66. DOMINION RESOURCES INC/VA     2023-11-28
272. DOMINION RESOURCES INC/VA     2023-11-28
584. ENBRIDGE INC     2023-11-28
1130. HUNTINGTON BANCSHARES INC COMMON     2023-11-28
13. KIMBERLY CLARK CORPORATION   2023-09-01 2023-11-28
128. KIMBERLY CLARK CORPORATION     2023-11-28
86. LONZA GROUP AG UNSPONS ADR   2023-09-20 2023-11-28
156. LONZA GROUP AG UNSPONS ADR     2023-11-28
17. PNC BANK CORP COM   2023-01-20 2023-11-28
95. PNC BANK CORP COM     2023-11-28
134. PFIZER INCORPORATED     2023-11-28
298. PFIZER INCORPORATED     2023-11-28
48. ROCHE HLDG LTD SPONS ADR   2023-05-15 2023-11-28
223. ROCHE HLDG LTD SPONS ADR     2023-11-28
387. SMC CORPORATION SPONS ADR     2023-11-28
169. TC ENERGY CORP     2023-11-28
220. TC ENERGY CORP     2023-11-28
118. US BANCORP     2023-11-28
252. US BANCORP     2023-11-28
32. UNITED PARCEL SERVICE -CL B     2023-11-28
49. UNITED PARCEL SERVICE -CL B     2023-11-28
566. VERIZON COMMUNICATIONS INC     2023-11-28
305. AMCOR PLC   2023-02-24 2023-11-28
744. AMCOR PLC     2023-11-28
1. 10.5 AC VACANT LAND - 348 LITTLE JOHN AVE, INVERNESS, FL   2002-06-19 2023-12-01
465.983 BLACKSTONE ALT MULTI-STRATEGY-I   2017-09-26 2023-12-04
23.702 DFA US SMALL CAP PORTFOLIO   2017-03-13 2023-12-04
65.377 EATON VANCE-ATLANTA SMID-R6   2020-12-16 2023-12-04
1114.206 FED HER INTER STR VAL DVD-R6   2017-07-11 2023-12-04
70. ISHARES DOW JONES SEL DIVIDEND INDEX   2019-09-16 2023-12-04
111. I SHARES EAFE INDEX FUND   2023-11-28 2023-12-04
144. ISHARES TR RUSSELL 1000 VALUE INDEX FUND     2023-12-04
69. ISHARES TR RUSSELL 1000 GROWTH INDEX FD   2013-01-25 2023-12-04
192. ISHARES CORE DIVIDEND GROWTH ETF   2023-11-28 2023-12-04
541.272 NEUBERGER BERMAN HIGH INCOME BD-R6   2019-04-05 2023-12-04
25.183 T ROWE PRICE INTEGRATED U.S.   2013-04-22 2023-12-04
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(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 9,647   6,299 3,348
b 3,587   10,103 -6,516
c 23,896   25,263 -1,367
d 6,651   5,069 1,582
e 6,256   5,393 863
9,944   10,308 -364
7,337   5,779 1,558
4,500   3,901 599
24,861   24,960 -99
1,956   2,754 -798
3,221   7,236 -4,015
2,444   4,632 -2,188
3,504   3,399 105
2,764   2,345 419
5,535   6,765 -1,230
2,490   2,364 126
5,037   7,390 -2,353
3,520   1,605 1,915
780   735 45
1,561   1,478 83
2,139   2,940 -801
3,814   5,259 -1,445
9,372   9,557 -185
3,627   4,315 -688
4,800   4,107 693
3,398   2,547 851
1,711   1,262 449
3,056   959 2,097
2,660   1,016 1,644
2,859   2,073 786
1,606   1,068 538
1,205   1,343 -138
3,525   3,832 -307
6,705   5,785 920
5,325   5,849 -524
2,404   2,417 -13
4,533   5,521 -988
2,199   2,503 -304
2,231   2,694 -463
599   494 105
1,648   1,475 173
11,794   12,600 -806
1,516   1,246 270
1,893   1,440 453
1,257   2,480 -1,223
334   634 -300
2,078   1,907 171
233   462 -229
1,249   2,499 -1,250
3,058   2,485 573
940   1,754 -814
603   1,049 -446
2,832   2,276 556
1,371   2,252 -881
5,208   9,932 -4,724
3,117   6,830 -3,713
1,330   2,181 -851
3,683   8,323 -4,640
10,275   9,408 867
2,900   2,083 817
10,354   11,544 -1,190
24,917   27,109 -2,192
14,601   15,029 -428
24,880   26,475 -1,595
14,962   14,386 576
74,990   75,686 -696
114,137   46,807 67,330
10,496   7,724 2,772
1,990   1,758 232
2,440   2,457 -17
82,961   82,961  
17,039   17,039  
18   14 4
6,305   5,863 442
1,141   1,267 -126
3,898   3,809 89
3,884   4,462 -578
24,651   26,494 -1,843
4,186   5,126 -940
9,708   11,768 -2,060
17,592   20,547 -2,955
2,227   2,729 -502
14,253   19,521 -5,268
3,111   3,331 -220
12,822   18,558 -5,736
19,971   22,096 -2,125
12,278   15,598 -3,320
1,591   1,648 -57
15,670   17,813 -2,143
3,306   4,247 -941
5,997   10,348 -4,351
2,195   2,615 -420
12,266   16,254 -3,988
3,973   5,537 -1,564
8,835   11,501 -2,666
1,610   1,913 -303
7,482   9,794 -2,312
9,711   12,925 -3,214
6,313   7,086 -773
8,219   10,496 -2,277
4,362   4,823 -461
9,315   13,227 -3,912
4,820   5,915 -1,095
7,380   8,561 -1,181
21,133   26,299 -5,166
2,831   3,424 -593
6,907   8,876 -1,969
93,000   6,259 86,741
5,000   5,075 -75
1,000   802 198
2,500   2,427 73
4,000   4,145 -145
7,988   7,193 795
8,053   8,030 23
22,922   21,326 1,596
19,939   4,724 15,215
10,008   9,825 183
4,000   4,595 -595
1,000   480 520
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
      6,213
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       3,348
b       -6,516
c       -1,367
d       1,582
e       863
      -364
      1,558
      599
      -99
      -798
      -4,015
      -2,188
      105
      419
      -1,230
      126
      -2,353
      1,915
      45
      83
      -801
      -1,445
      -185
      -688
      693
      851
      449
      2,097
      1,644
      786
      538
      -138
      -307
      920
      -524
      -13
      -988
      -304
      -463
      105
      173
      -806
      270
      453
      -1,223
      -300
      171
      -229
      -1,250
      573
      -814
      -446
      556
      -881
      -4,724
      -3,713
      -851
      -4,640
      867
      817
      -1,190
      -2,192
      -428
      -1,595
      576
      -696
      67,330
      2,772
      232
      -17
       
       
      4
      442
      -126
      89
      -578
      -1,843
      -940
      -2,060
      -2,955
      -502
      -5,268
      -220
      -5,736
      -2,125
      -3,320
      -57
      -2,143
      -941
      -4,351
      -420
      -3,988
      -1,564
      -2,666
      -303
      -2,312
      -3,214
      -773
      -2,277
      -461
      -3,912
      -1,095
      -1,181
      -5,166
      -593
      -1,969
      86,741
      -75
      198
      73
      -145
      795
      23
      1,596
      15,215
      183
      -595
      520
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 88,953
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 2,520
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 2,520
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 2,520
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,708
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,337
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,045
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 2,525
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow2,520 Refundedright arrow 11 5
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
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowTRUIST BANK Telephone no.right arrow (407) 237-4500

Located atright arrowPO BOX 919798ORLANDOFL ZIP+4right arrow328919798
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
MARTHA COUCH PRESIDENT
2 		0    
716 W FLETCHER
TAMPA,FL33612
THEODORE J COUCH SR VICE PRESIDENT
2 		0    
716 W FLETCHER
TAMPA,FL33612
THEODORE J COUCH JR DIRECTOR/SECRETARY
2 		0    
716 W FLETCHER
TAMPA,FL33612
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
5,614,667
b
Average of monthly cash balances.......................
1b
164,916
c
Fair market value of all other assets (see instructions)................
1c
2,116,290
d
Total (add lines 1a, b, and c).........................
1d
7,895,873
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
7,895,873
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
118,438
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,777,435
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
388,872
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
388,872
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,520
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,520
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
386,352
4
Recoveries of amounts treated as qualifying distributions................
4
87,500
5
Add lines 3 and 4............................
5
473,852
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
473,852
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
480,781
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
480,781
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 7 473,852
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 374,489
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$ 480,781
a Applied to 2022, but not more than line 2a 374,489
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..... 106,292
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 .......... 		367,560
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).)
NONE
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

ACADEMY PREP CENTER OF TAMPA

1407 E COLUMBUS DR
TAMPA,FL33605 		NONE PC GENERAL OPERATING 5,000

APPALACHIAN REGIONAL HEALTHCARE FDN

PO BOX 2600
BOONE,NC28607 		NONE PC GENERAL OPERATING 15,000

BLUE RIDGE CONSERVANCY

PO BOX 658
BOONE,NC28607 		NONE PC GENERAL OPERATING 5,000

FRIENDS OF RIVERWALK

201 N FRANKLIN STREET 2900
TAMPA,FL33602 		NONE PC GENERAL OPERATING 5,000

JESUIT HIGH SCHOOL

4701 N HIMES AVENUE
TAMPA,FL33614 		NONE PC GENERAL OPERATING 10,000

LIFE ENRICHMENT CENTER

9704 N BLVD
TAMPA,FL33612 		NONE PC GENERAL OPERATING 5,000

METROPOLITAN MINISTRIES

2002 N FLORIDA AVE
TAMPA,FL33602 		NONE PC GENERAL OPERATING 20,000

MOFFITT CANCER CENTER FOUNDATION

12902 MAGNOLIA DRIVE
TAMPA,FL336129416 		NONE PC GENERAL OPERATING 232,500

MORE HEALTH

3821 HENDERSON BLVD
TAMPA,FL33629 		NONE PC GENERAL OPERATING 5,000

NORTHWEST NC MOUNTAIN BIKE ALLIANCE

PO BOX 18
LENIOR,NC28645 		NONE PC GENERAL OPERATING 500

OUR LADY OF GRACE CATHOLIC CHURCH

6 ROOSEVELT BLVD
BEVERLY HILLS,FL34465 		NONE PC GENERAL OPERATING 5,000

OUR LADY OF FATIMA CATHOLIC CHURCH

732 S LITTLE JOHN AVE
INVERNESS,FL34450 		NONE PC GENERAL OPERATING 2,500

ST JOSEPH CATHOLIC SCHOOL

1320 E 9TH AVE
TAMPA,FL33605 		NONE PC GENERAL OPERATING 5,000

ST JOHN PAUL CATHOLIC SCHOOL

4341 W HOMOSASSA TRL
LECANTO,FL34461 		NONE PC GENERAL OPERATING 5,000

STRAZ CENTER FOR THE PERFORMING ARTS

1010 N MACINNES PLACE
TAMPA,FL33602 		NONE PC GENERAL OPERATING 25,000

THE VILLAGE FOUNDATION BLOWING ROCK

PO BOCX 2716
BLOWING ROCK,NC28605 		NONE PC GENERAL OPERATING 10,000

UNIVERSITY AREA COMMUNITY DEVELOPMENT

14013 N 22ND STREET
TAMPA,FL33613 		NONE PC GENERAL OPERATING 5,000

WATAUGA HOSPITAL REGIONAL HEALTHCARE FDN

PO BOX 2600
BOONE,NC28607 		NONE PC GENERAL OPERATING 85,000

WATAUGA HUMANE SOCIETY

312 PAWS WAY
BOONE,NC28607 		NONE PC GENERAL OPERATING 5,000

WOMEN'S FUND OF THE BLUE RIDGE

895 STATE FARM RD 403-8
BOONE,NC28607 		NONE PC GENERAL OPERATING 20,000
Total .................................right arrow 3a 470,500
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 ....     14 153,955  
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 88,953  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aBLACKSTONE PARTNER 		    1 1,880  
bLEASE INCOME     1 7,741  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   252,529  
13Total. Add line 12, columns (b), (d), and (e)..................
13
252,529
(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:
COUCH FAMILY FOUNDATION(25
EIN:
59-2926563
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 2,500     2,500

TY 2023 InvestmentsCorpBondsSchedule
Name:
COUCH FAMILY FOUNDATION(25
EIN:
59-2926563
Name of Bond End of Year Book Value End of Year Fair Market Value
3135G0Q22 FEDERAL NATIONAL MOR 19,138 18,863
912828X88 UNITED STATES TREASU 15,146 14,247
912828D56 UNITED STATES TREASU 19,841 19,673
06051GFX2 BANK OF AMERICA CORP 25,868 24,327
14040HBD6 CAPITAL ONE FINANCIA    
149123CG4 CATERPILLAR INC 30,747 27,612
375558AW3 GILEAD SCIENCES INC 18,099 17,914
458140AX8 INTEL CORP    
46625HRL6 JPMORGAN CHASE & CO    
637432NP6 NATIONAL RURAL UTIL 29,292 28,751
665859AU8 NORTHERN TRUST CORP 21,381 18,832
68389XBC8 ORACLE CORP 20,473 19,411
693475AT2 PNC FINANCIAL SERVIC 25,180 23,710
806854AH8 SCHLUMBERGER INVESTM    
857477AM5 STATE STREET CORP    
872540AQ2 TJX COS INC 19,288 18,890
92343VCR3 VERIZON COMMUNICATIO 18,560 17,729
949746SH5 WELLS FARGO & COMPAN 24,528 23,734
037833DP2 APPLE INC 20,056 18,085
06406RAH0 BANK OF NY MELLON CO 22,680 19,498
3130AFFX0 FEDERAL HOME LOAN BA 22,342 19,410
3137EAEX3 FEDERAL HOME LOAN MO 24,858 23,333
45866FAK0 INTERCONTINENTAL EXC 26,349 21,548
713448EL8 PEPSICO INC 20,835 18,426
912828U24 UNITED STATES TREASU 20,566 18,908
912828X70 UNITED STATES TREASU    
00914AAJ1 AIR LEASE CORP 9,389 8,574
026874DH7 AMERICAN INTL GROUP    
06051GHQ5 BANK OF AMERICA CORP 18,938 16,091
172967LP4 CITIGROUP INC 18,765 16,202
172967ND9 CITIGROUP INC 20,005 19,243
25470DBF5 DISCOVERY COMMUNICAT 8,898 7,580
26884ABN2 ERP OPER LTD PARTNER 9,632 8,202
31620RAJ4 FIDELITY NATIONAL FI 9,617 8,021
316773CX6 FIFTH THIRD BANCORP 16,176 14,975
38141GXG4 GOLDMAN SACHS GROUP 18,770 15,817
38141GXJ8 GOLDMAN SACHS GROUP 18,178 16,613
47233JGT9 JEFFERIES GROUP LLC 9,908 8,283
61761JVL0 MORGAN STANLEY 18,390 16,781
64128K579 NEUBERGER BERMAN HIG 41,036 36,638
69121KAE4 OWL ROCK CAPITAL COR 7,340 6,508
7591EPAT7 REGIONS FINANCIAL CO 8,875 7,710
84861TAH1 SPIRIT REALTY LP 9,087 7,992
91282CBV2 UNITED STATES TREASU    
00206RJX1 AT&T INC 8,082 8,354
10373QBT6 BP CAP MARKETS AMERI 13,267 13,069
26078JAC4 DOWDUPONT INC 8,355 7,941
26442CBG8 DUKE ENERGY CAROLINA 13,466 13,075
539830BV0 LOCKHEED MARTIN CORP 8,985 9,289
855244AZ2 STARBUCKS CORP 8,717 8,844
87612EBH8 TARGET CORP 8,238 7,697
91282CDY4 UNITED STATES TREASU 17,267 15,475
92826CAM4 VISA INC 8,420 8,787
95040QAH7 WELLTOWER INC 9,296 8,688
06368LAQ9 BANK OF MONTREAL 19,195 20,054
166764BD1 CHEVRON CORP 9,610 9,789
20030NEB3 COMCAST CORP 15,402 15,976
46647PBE5 JPMORGAN CHASE & CO 21,057 22,228
548661EL7 LOWE'S COS INC 9,433 10,213
58013MFS8 MCDONALDS CORP 14,485 15,143
670346AP0 NUCOR CORP 9,399 9,765
78016FZX5 ROYAL BANK OF CANADA 9,197 9,152
79466LAJ3 SALESFORCE.COM INC 7,931 8,541
91159HJA9 US BANCORP 14,635 16,120
912810FP8 UNITED STATES TREASU 26,487 27,396
91282CHT1 UNITED STATES TREASU 18,966 19,975

TY 2023 InvestmentsCorpStockSchedule
Name:
COUCH FAMILY FOUNDATION(25
EIN:
59-2926563
Name of Stock End of Year Book Value End of Year Fair Market Value
110448107 BRITISH AMERN TOB PL 11,761 10,076
124765108 CAE INC 9,668 10,514
136069101 CDN IMPERIAL BK OF C 9,565 10,976
166764100 CHEVRON CORP 9,214 8,800
191216100 COCA COLA CO 10,861 10,784
351858105 FRANCO NEVADA CORP 8,880 8,311
375558103 GILEAD SCIENCES INC 7,779 10,207
446150104 HUNTINGTON BANCSHARE    
494368103 KIMBERLY CLARK CORP    
500458401 KOMATSU LTD SPONSORE 11,371 11,396
502117203 L'OREAL CO UNSPONSOR 7,442 13,520
502441306 LVMH MOET HENNESSY L 6,380 12,184
636274409 NATIONAL GRID PLC SP 20,069 21,689
641069406 NESTLE SA SPONSORED 8,359 8,904
654445303 NINTENDO LTD UNSPONS 9,495 13,289
670100205 NOVO NORDISK AS 3,973 13,449
693475105 PNC FINL SVCS GROUP    
717081103 PFIZER INC    
718172109 PHILIP MORRIS INTL I 21,528 25,213
767204100 RIO TINTO PLC SPONSO 8,227 12,063
771195104 ROCHE HOLDING LTD SP    
803054204 SAP SE SPONSORED 6,511 12,367
835699307 SONY GROUP CORP SPON 3,713 8,996
842587107 SOUTHERN COMPANY 12,539 16,899
870195104 SWEDBANK AB SPONSORE    
904767704 UNILEVER PLC SPONSOR 8,469 9,066
911271302 UNITED OVERSEAS BANK    
989825104 ZURICH INSURANCE GRO 8,670 12,026
00206R102 AT&T INC    
00287Y109 ABBVIE INC 5,156 12,863
05534B760 BCE INC    
17275R102 CISCO SYSTEMS INC    
23304Y100 DBS GROUP HLDGS LTD 6,970 11,139
25243Q205 DIAGEO PLC SPONSORED 6,969 8,740
25746U109 DOMINION ENERGY INC    
26251A108 DSV A/S UNSPONSORED 5,367 10,362
29250N105 ENBRIDGE INC    
46625H100 JP MORGAN CHASE & CO    
58933Y105 MERCK & CO INC    
66987V109 NOVARTIS AG SPONSORE    
69351T106 PPL CORPORATION 9,411 9,079
82509L107 SHOPIFY INC CL A 4,248 13,710
87807B107 TC ENERGY CORP    
92343V104 VERIZON COMMUNICATIO 1,775 1,847
92857W308 VODAFONE GROUP PLC    
94106B101 WASTE CONNECTIONS IN 3,894 10,001
G1151C101 ACCENTURE PLC CL A 5,945 13,685
G4705A100 ICON PLC 2,961 12,738
G6095L109 APTIV PLC 6,831 9,062
G96629103 WILLIS TOWERS WATSON 9,382 11,578
H1467J104 CHUBB LTD 5,942 11,300
M2682V108 CYBERARK SOFTWARE LT 6,212 15,772
025537101 AMERICAN ELEC PWR IN 15,467 14,457
031162100 AMGEN INC 12,325 16,417
05565A202 BNP PARIBAS SPONSORE 13,516 14,452
205887102 CONAGRA BRANDS INC 10,148 8,340
26441C204 DUKE ENERGY CORP 23,112 22,998
45662N103 INFINEON TECHNOLOGIE 10,786 11,760
54338V101 LONZA GROUP AG UNSPO    
89151E109 TOTALENERGIES SE 32,324 40,563
902973304 US BANCORP 864 1,125
931427108 WALGREENS BOOTS ALLI    
969457100 WILLIAMS COS INC 16,454 21,769
N20944109 CNH INDUSTRIAL NV    
008474108 AGNICO EAGLE MINES L 9,045 10,422
11271J107 BROOKFIELD CORP CL A 9,274 13,360
113004105 BROOKFIELD ASSET MAN    
189054109 CLOROX COMPANY    
456837103 ING GROEP NV SPONSOR 10,193 12,572
493267108 KEYCORP    
780259305 SHELL PLC SPONSORED 6,226 12,568
78445W306 SMC CORPORATION SPON    
786584102 SAFRAN SA UNSPONSORE 7,684 12,268
911312106 UNITED PARCEL SERVIC    
934423104 WARNER BROS DISCOVER    
980228308 WOODSIDE ENERGY GROU 10,759 10,165
G0250X107 AMCOR PLC    
G5960L103 MEDTRONIC PLC 10,603 11,039
N53745100 LYONDELLBASELL INDUS 18,944 20,062
INVESCO QQQ TRUST (QQQ) 44,458 55,285
SPDR DOW JONES INDUSTRIAL AVER 43,751 49,747
VANGUARD 500 INDEX FUND (VOO) 89,157 101,338
29364G103 ENTERGY CORP 12,787 12,345
405552100 HALEON PLC SPONSORED 11,079 11,078
49177J102 KENVUE INC 5,499 5,964
606822104 MITSUBISHI UFJ FINAN 11,936 11,658
704326107 PAYCHEX INC 6,542 6,551
799926100 SANDOZ GROUP AG 11,176 11,812
80105N105 SANOFI SPONSORED 9,704 9,847
98389B100 XCEL ENERGY INC 8,582 8,977
N00985106 AERCAP HOLDINGS NV 11,921 13,824

TY 2023 InvestmentsOtherSchedule2
Name:
COUCH FAMILY FOUNDATION(25
EIN:
59-2926563
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
756109104 REALTY INCOME CORP AT COST 8,729 7,522
464287168 ISHARES DJ SELECT DI AT COST 275,233 444,264
464287614 ISHARES RUSSELL 1000 AT COST 254,160 1,125,367
464287598 ISHARES RUSSELL 1000 AT COST 814,756 1,248,794
233203843 DFA US SMALL CAP POR AT COST 50,437 66,136
277902235 EATON VANCE ATLANTA AT COST 95,523 149,640
09257V201 BLACKSTONE ALTERNATI AT COST 245,425 256,694
22822V101 CROWN CASTLE INC      
87283A102 T. ROWE PRICE QM US AT COST 25,671 55,686
253868103 DIGITAL REALTY TRUST      
31421N824 FEDERATED HERMES INT AT COST 219,412 228,713
464287465 ISHARES MSCI EAFE ET AT COST 20,040 20,872
46434V621 ISHARES CORE DIVIDEN AT COST 202,226 212,697

TY 2023 OtherAssetsSchedule
Name:
COUCH FAMILY FOUNDATION(25
EIN:
59-2926563
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
505.48 ACRES CITRUS COUNTY, FL 145,743 142,777 2,497,964
BLACKSTONE ALTERNATIVES 95,518 78,444 84,147


TY 2023 OtherDecreasesSchedule
Name:
COUCH FAMILY FOUNDATION(25
EIN:
59-2926563
Description Amount
2023 TRANSACTIONS POSTED IN 2024 494
AI EFFECTIVE AFTER TAX YEAR 96
RETURN OF CAPITAL ADJUSTMENT 237
ACCRUED INTEREST PAID 534
COST BASIS ADJUSTMENT 486


TY 2023 OtherExpensesSchedule
Name:
COUCH FAMILY FOUNDATION(25
EIN:
59-2926563
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GRANTMAKING SERVICE EXPENSE 7,781 0   7,781
BLACKSTONE EXPENSE 1,317 1,317   0
ADR FEES 419 419   0
INSURANCE EXPENSE 1,984 1,984   0
MISC EXPENSES 35,139 35,139   0


TY 2023 OtherIncomeSchedule2
Name:
COUCH FAMILY FOUNDATION(25
EIN:
59-2926563
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
LEASE INCOME 7,741 7,741  
BLACKSTONE INCOME 1,880 1,880  


TY 2023 OtherIncreasesSchedule
Name:
COUCH FAMILY FOUNDATION(25
EIN:
59-2926563
Description Amount
2022 TRANSACTIONS POSTED IN 2023 606
AI POSTING DATE BEFORE TAX YEAR 53
RECOVERY OF PRIOR YEAR GRANTS 87,500
ROUNDING 69
BASIS ADJUSTMENT FOR CLOSING EXPENSES 893


TY 2023 OtherProfessionalFeesSchedule
Name:
COUCH FAMILY FOUNDATION(25
EIN:
59-2926563
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 25,541 25,541    


TY 2023 TaxesSchedule
Name:
COUCH FAMILY FOUNDATION(25
EIN:
59-2926563
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT PRIOR YR 2,238 0   0
FEDERAL ESTIMATES - PRINCIPAL 1,128 0   0
FOREIGN TAXES 3,302 3,302   0
NON-RENTAL R/E TAX 3,184 3,184   0