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
Adam R Scripps Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)250 GRANDVIEW DRIVE 400
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Ft Mitchell, KY41017
A Employer identification number

85-4241768
B Telephone number (see instructions)

(859) 581-5758
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$820,448,424
J 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) 738,147,275
2 Check right arrow.............
3 Interest on savings and temporary cash investments 4,277,871 4,277,871  
4 Dividends and interest from securities... 11,866,087 11,867,363  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 12,897,433
b Gross sales price for all assets on line 6a 269,835,624
7 Capital gain net income (from Part IV, line 2)... 12,897,433
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... 132 53,071 0
12 Total. Add lines 1 through 11........ 767,188,798 29,095,738 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 35,640 0 0 35,640
b Accounting fees (attach schedule)....... 2,287,159 1,143,580 0 1,143,579
c Other professional fees (attach schedule).... 2,746,317 2,746,317 0 0
17 Interest............... 0 146,373 0 0
18 Taxes (attach schedule) (see instructions)... 800,000 0 0 0
19 Depreciation (attach schedule) and depletion... 0 0 0
20 Occupancy..............        
21 Travel, conferences, and meetings....... 17,691 0 0 17,691
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 317,429 842,456 0 317,429
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 6,204,236 4,878,726 0 1,514,339
25 Contributions, gifts, grants paid....... 27,009,336 26,764,336
26 Total expenses and disbursements. Add lines 24 and 25 33,213,572 4,878,726 0 28,278,675
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 733,975,226
b Net investment income (if negative, enter -0-) 24,217,012
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 917 26,589,326 26,589,326
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   0 0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0 0
7 Other notes and loans receivable (attach schedule) right arrow0
Less: allowance for doubtful accounts right arrow0 0 0 0
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 0 Click to see attachment
List of Attached Documents:
// Content
73,635,098
75,661,599
b Investments—corporate stock (attach schedule)....... 0 Click to see attachment
List of Attached Documents:
// Content
516,183,953
596,018,720
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment
List of Attached Documents:
// Content
117,567,766
122,178,779
11 Investments—land, buildings, and equipment: basis right arrow0
Less: accumulated depreciation (attach schedule) right arrow0 0   0
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 0 0 0
14 Land, buildings, and equipment: basis right arrow0
Less: accumulated depreciation (attach schedule) right arrow0 0   0
15 Other assets (describe right arrow) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 917 733,976,143 820,448,424
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)...... 0 0
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 917 733,976,143
29 Total net assets or fund balances (see instructions)..... 917 733,976,143
30 Total liabilities and net assets/fund balances (see instructions). 917 733,976,143
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
917
2
Enter amount from Part I, line 27a .....................
2
733,975,226
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
733,976,143
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
733,976,143
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a Publicly Traded Securities      
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 269,835,624   256,938,191 12,897,433
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a     0 12,897,433
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 12,897,433
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 0
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) 1 336,616
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  
3 Add lines 1 and 2........................... 3 336,616
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 336,616
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 800,000
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 800,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 10 463,384
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow463,384 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 arrowDE, NV
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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 Click to see attachment
List of Attached Documents:
// Content
.............
11
Yes
 
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 arrowMIRAMAR SERVICES INC Telephone no.right arrow (859) 581-5758

Located atright arrow250 GRANDVIEW DRIVE SUITE 400Ft MitchellKY ZIP+4right arrow41017
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(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
 
No
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
MIRAMAR FIDUCIARY CORPORATION Trustee
1.000
3,724,801 0 0
6900 S McCarran Blvd Ste 3000
Reno,NV895096144
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
 
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
Dimensional Fund Advisors Investment Fees 657,957
1515 South Tryon St
Charlotte,NC28203
BDT Capital Partners Fund Investment Fees 650,719
401 N Michigan Ave
STE 3100
Chicago,IL60611
Mission Metrics LLC Software 124,000
PO Box 14834
Chicago,IL60614
Razorlight Media Inc Communications 119,725
700 W Pete Rose Way
STE 326
Cincinnati,OH45203
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
745,987,733
b
Average of monthly cash balances.......................
1b
28,043,221
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
774,030,954
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
 
3
Subtract line 2 from line 1d.........................
3
774,030,954
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
11,610,464
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
762,420,490
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
38,121,025
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
38,121,025
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
336,616
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
336,616
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
37,784,409
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
37,784,409
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
37,784,409
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
28,278,675
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
28,278,675
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 37,784,409
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 4
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
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$ 28,278,675
a Applied to 2022, but not more than line 2a 4
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..... 28,278,671
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023.   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......
 
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 ..........
9,505,738
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).)
Miramar Fiduciary Corp Sole Trustee
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

Admiral Nimitz Foundation

328 E Main Street
Fredericksburg,TX78624
None PC general operations 220,000

Alamo Workforce Development Inc

100 N Santa Rosa Ste 120
San Antonio,TX78207
None PC general operations 93,750

American Liver Foundation

701 North Post Oak Rd Ste 515
Houston,TX77024
None PC Think Liver Think Life 300,000

Angels for Animals

4750 State Route 165
Canfield,OH44406
None PC East Palestine crisis. 5,000

Animal Charity of Ohio Inc

4140 Market Street
Youngstown,OH44512
None PC East Palestine crisis. 5,000

Animal Welfare Institute

900 Pennsylvania Avenue Southeast
Washington,DC20003
None PC general operations 40,000

Ashlies Embrace

1967 East Maple Street
North Canton,OH447203333
None PC Cuddle Cots and Gala Sponsor 20,000

Association of Small Foundations dba Exponent Philanthropy

1720 N St NW
Washington,DC200362907
None PC conference sponsorship 5,000

Austin Children's Museum

1830 Simond Ave
Austin,TX78723
None PC general operations 250,000

Austin Farm Sanctuary

1165 Old Pin Oak Rd
Paige,TX786594249
None PC General Purposes 10,000

Austin Habitat for Humanity Inc

500 W Ben White Blvd
Austin,TX787047030
None PC general operations 200,000

Austin Lifecare Inc

8401 N Interstate 35
Austin,TX78753
None PC General operations 20,000

Be The Match Foundation

500 North 5th Street
Minneapolis,MN554011206
None PC All ACCESS Clinical Trials 250,000

Bethany House Services

4769 Reading Road
Cincinnati,OH45237
None PC general operations 100,000

Boys & Girls Club of The Texas Hill Country

P O Box 2307
Fredericksburg,TX78624
None PC general operations 5,000

Boysville Inc

PO Box 369 8555 E Loop 1604 North
Converse,TX78109
None PC General Fund Donation 20,000

Brady's K-9 Fund

8988 W 130th Street
Strongsville,OH44136
None PC general operations 74,400

Brighton Center

741 Central Avenue
Newport,KY41071
None PC General Operations 50,000

Cabrillo National Monument Foundation

1800 Cabrillo Memorial Dr
San Diego,CA921063601
None PC General operations 75,000

CARE

Gift Center PO Box 1870
Merrifield,VA221168070
None PC Syrian/Turkey Earthquake Disaster Relief 50,000

CARE

Gift Center PO Box 1870
Merrifield,VA221168070
None PC General Operations 50,000

CARE

Gift Center PO Box 1870
Merrifield,VA221168070
None PC Morocco earthquake disaster relief efforts. 25,000

CASA of Central Texas

1619 E Common
New Braunfels,TX78130
None PC General Operations 10,000

Center for Child Protection

8509 FM 969 Blg 2
Austin,TX78724
None PC General Operations 150,000

Center for Child Protection

8509 FM 969 Blg 2
Austin,TX78724
None PC General Operations 20,000

Central Texas Food Bank

6500 Metropolis Dr
Austin,TX78744
None PC General Operations 550,000

Challenge Air For Kids & Friends

8001 Lemmon Ave Hanger 2
Dallas,TX75209
None PC general operations 75,000

Changingears Inc

2015 Central Ave
Cincinnati,OH45214
None PC general operations 10,000

Charlotte Mason Schools International

406 Post Oak Road
Fredericksburg,TX786243653
None PC security upgrades 53,000

Cheyenne Mountain Zoo

4250 Cheyenne Mountain Zoo Road
Colorado Springs,CO80906
None PC Zoo Ball Campaign 10,000

Child Find of America Inc

41 Main St 277
New Paltz,NY12561
None PC general operations 52,000

Children's Hospital Medical Center

PO Box 5202
Cincinnati,OH452015202
None PC early emerging researchers 250,000

Children's Literacy Center

2928 Straus Lane Suite 100
Colorado Springs,CO809078805
None PC Children's Literacy Center Gala 1,000

ChildSafe

3730 IH-10 East
San Antonio,TX782204225
None PC general purposes. 25,000

ChildSafe

3730 IH-10 East
San Antonio,TX782204225
None PC General Operations 150,000

Cincinnati Public Radio

1223 Central Parkway
Cincinnati,OH45214
None PC general operations 333,333

Cincinnati Public Radio

1223 Central Parkway
Cincinnati,OH45214
None PC general operations 33,333

Cincinnati State Foundation

3520 Central Pkwy ATLC 352
Cincinnati,OH45223
None PC general operations 10,000

City of Rushville

111 E Washington Street
Rushville,IL62681
None GOV general operations of Scripps Park 25,000

City of Rushville

111 E Washington Street
Rushville,IL62681
None GOV preservation of Scripps Park 100,000

CMC Foundation of Central Texas

4900 Mueller Boulevard
Austin,TX78723
None PC Mental Health Family Assistance Fund 100,000

CMC Foundation of Central Texas

4900 Mueller Boulevard
Austin,TX78723
None PC general operations 20,000

College Possible

755 Prior Ave N Ste 210
Saint Paul,MN551041064
None PC scholarship support 394,600

College Possible

755 Prior Ave N Ste 210
Saint Paul,MN551041064
None PC Impact Genome Verification 10,000

Communities in Schools of San Antonio

1616 East Commerce Street
San Antonio,TX78205
None PC General Fund Donation 10,000

Connecticut Public Broadcasting Inc

1049 Asylum Ave
Hartford,CT061052432
None PC general operations 100,000

COTA-Children's Organ Transplant Assoc

2501 West COTA Drive
Bloomington,IN47403
None PC General Operations 50,000

COTA-Children's Organ Transplant Assoc

2501 West COTA Drive
Bloomington,IN47403
None PC general operations 150,000

Defenders Of Wildlife

1130 17TH ST NW
WASHINGTON,DC200364604
None PC general operations 68,200

Doctors Without Borders USA

PO Box 5030
Hagerstown,MD217415030
None PC Emergency Relief Fund 25,000

Dog Is My CoPilot Inc

PO Box 3399
Jackson,WY83001
None PC general operations 100,000

Dream Centers of Colorado Springs

11025 Voyager Parkway
Colorado Springs,CO80921
None PC for Mary's Home. 12,500

Dress for Success Austin

3000 S I-35 Frontage Rd Suite 180
Austin,TX78704
None PC General operations 75,000

Dress for Success Worldwide

32 East 31st Street
New York,NY10016
None PC General Operations. 75,000

E3 Alliance

5930 Middle Fiskville Rd Suite 414
Austin,TX787524341
None PC General Operations 25,000

EAA Aviation Foundation Inc

3000 Poberezny Rd
Oshkosh,WI54902
None PC General operations 500,000

EB Research Partnership Inc

244 Madison Avenue Room 104
New York,NY10016
None PC General Operations 25,000

Feeding Texas

1524 S I-35 Frontage Rd
Austin,TX787048931
None PC Cold storage facility & general operations 900,000

Fisher House Foundation

111 Rockville Pike 420
Rockville,MD20850
None PC San Antonio II 1,000,000

FitzipOrg

21 Ancient Bend
San Antonio,TX78248
None PC general operations 79,400

Foster Angels of Central Texas

PO BOX 152575
AUSTIN,TX787152575
None PC General Operations 10,000

Foster Village

15400 Fitzhugh Road
Dripping Springs,TX78620
None PC General Operations 60,000

Fredericksburg Academic Boosters

PO Box 1171
Fredericksburg,TX78624
None PC general operations 5,000

Fredericksburg Community Health Center

140 Industrial Loop Ste 100
Fredericksburg,TX78624
None PC general operations 50,000

Fredericksburg Education Initiative Inc

603 FM 2093 Suite 1404
Fredericksburg,TX78624
None PC Education Programming & Annual Sponsorship 105,000

Fredericksburg Independent School District

234 Friendship Lane
Fredericksburg,TX78624
None GOV scholarship support 35,000

Fredericksburg Independent School District

234 Friendship Lane
Fredericksburg,TX78624
None GOV capacity building 100,000

Fredericksburg Theater Company

1668 S US Hwy 87
Fredericksburg,TX78624
None PC lighting upgrades & underwriting one performance 75,000

Fredericksburg United Methodist Church

1800 Llano St
Fredericksburg,TX786242917
None PC support Hill Country Ambassadors/Living Well Learning Center 5,000

Friends of Cibolo Wilderness

140 City Park Rd
Boerne,TX78006
None PC conservation department expansion 350,000

Friends of Disabled Adults and Children

4900 Lewis Road
Stone Mountain,GA30083
None PC general operations 250,000

Gillespie County Committee On Aging

1009 N Lincoln
Fredericksburg,TX78624
None PC Meals on Wheels & parking area improvement 251,854

Gillespie County Fair and Festival Association Inc

PO Box 526
Fredericksburg,TX78624
None PC General Purposes 12,500

Gillespie County Historical Society

325 W Main Street
Fredericksburg,TX78624
None PC general operations 103,000

Gillespie County Wild Game Dinner Inc

501 W MAIN ST
Fredericksburg,TX786243129
None PC capital project 200,000

Gillespie County Youth Livestock Show

PO Box 3106
Fredericksburg,TX78624
None PC Buyer ID at the 2023 Gillespie Co Stock Show 24,000

Giving Austin Labor Support

PO Box 41074
Austin,TX78704
None PC general operations 5,000

Guide Dogs of Texas Inc

1503 Allena Drive
San Antonio,TX78213
None PC General Operations 10,000

Habitat For Humanity of Fredericksburg

PO Box 2021
Fredericksburg,TX78624
None PC general operations 50,000

Habitat for Humanity of San Antonio Inc

311 Probandt St
San Antonio,TX782041745
None PC general operations 200,000

Harper Volunteer Fire Department

84 N Ranch Road 783
Harper,TX78631
None PC General operations 2,500

Hawaii Community Foundation

827 Fort Street Mall
Honolulu,HI96813
None PC Maui Strong Fund for Fire Disaster Relief 50,000

Hawaii Community Foundation

827 Fort Street Mall
Honolulu,HI96813
None PC Maui Strong Fund for Fire Disaster Relief 25,000

Headwaters for Heroes

201 S School Street
Harper,TX78631
None PC General Operations 15,000

Heritage Family School

310 Smokehouse Road
Fredericksburg,TX78624
None PC Annual Fundraising Campaign 175,000

Heritage Family School

310 Smokehouse Road
Fredericksburg,TX78624
None PC Annual Fundraising Campaign 46,000

Hill Country Community Needs Council

1904 North Llano Street PO Box 73
Fredericksburg,TX78624
None PC Little Hearts Child Development Center 500,000

Hill Country SPCA

2981 S State Highway 16
Fredericksburg,TX78624
None PC General Operations 50,000

Hill Country SPCA

2981 S State Highway 16
Fredericksburg,TX78624
None PC General Purposes. 25,000

Hill Country SPCA

2981 S State Highway 16
Fredericksburg,TX78624
None PC general operations 5,000

Hill Country University Center Fdn

2818 East US Highway 290
Fredericksburg,TX78624
None PC general operations 4,000

Hill Country Youth Ranch

PO Box 67
Ingram,TX78025
None PC General Operations 50,000

Hill Country Youth Ranch

PO Box 67
Ingram,TX78025
None PC Facilities Grant 192,500

Hill Country Youth Ranch

PO Box 67
Ingram,TX78025
None PC Remodel of dorms at Enhanced Horizons 50,000

Hill Country Youth Ranch

PO Box 67
Ingram,TX78025
None PC General Operations 150,000

Hill Country Youth Ranch

PO Box 67
Ingram,TX78025
None PC Renovations of houses at Enhanced Horizons 80,000

Hill Country Youth Ranch

PO Box 67
Ingram,TX78025
None PC supporting the Christmas Program 20,000

Homeward Pikes Peak

2010 East Bijou Street
Colorado Springs,CO80909
None PC General Operations 12,500

Horizon Community Funds of NKY

50 East Rivercenter Blvd Suite 431
Covington,KY41011
None PC NKY Community Journalism Fund 10,000

Horizons National Student Enrichment Program Inc

120 Post Road West Suite 202
Westport,CT06880
None PC General Operations 10,000

Indian Pueblo Cultural Center

2401 12th St NW
Albuquerque,NM87102
None PC general operations 100,000

Interact for Change

8230 MONTGOMERY RD STE 300
CINCINNATI,OH452362292
None PC a site visit learning grant 10,000

Jocelyn's Legacy Foundation

PO Box 910
Roy,UT84067
None PC General Purposes 4,625

Khan Academy Inc

277 Castro St
Mountain View,CA94041
None PC general operations in Texas 50,000

Kindred Spirits Rescue Ranch

500 Hodgson Rd
Darlington,PA16115
None PC East Palestine crisis. 5,000

Kings Compassion

1716 South San Marcos 203A
San Antonio,TX782077094
None PC General Fund Donation 10,000

La Soupe Cincinnati Inc

915 E McMillan St
Cincinnati,OH45206
None PC General Operations 10,000

La Soupe Cincinnati Inc

915 E McMillan St
Cincinnati,OH45206
None PC General Operations 50,000

League to Save Lake Tahoe

2608 Lake Tahoe Blvd
South Lake Tahoe,CA961507709
None PC general operations 150,000

Lexington Fisher House Fdn Inc

PO Box 54481
Lexington,KY405554481
None PC general purpose 10,000

Linus Project

PO Box 1548
Belton,MO64012
None PC General Operations 10,000

Louisville Grows Inc

1641 Portland Avenue
Louisville,KY402031459
None PC general operating support 25,000

Love 146 Inc

PO Box 8266
New Haven,CT06530
None PC General Operations 160,000

Love 146 Inc

PO Box 8266
New Haven,CT06530
None PC General Operations 25,000

Magnified Giving

9940 Reading Rd
Cincinnati,OH45241
None PC General Purposes and Magnified Giving Program 13,000

Manitou Art Theatre

1626 S Tejon Street
Colorado Springs,CO809052242
None PC Gala Support 500

Marine Toys for Tots

18251 Quantico Gateway Dr
Triangle,VA221721776
None PC General Operations 5,000

Maui Humane Society

PO Box 1047
Puunene,HI96784
None PC support animals due to the wildfires in Maui. 50,000

Maui United Way Inc

95 Mahalani St RM 24
Wailuku,HI967932521
None PC Maui Fire and Disaster Relief Fund 50,000

Mercy Gate Ministries

PO Box 590
Ingram,TX78025
None PC general operations 8,000

Miami University

501 E High St
Oxford,OH450561846
None PC general operations 100,000

Miami University Foundation

Panuska Development Center 725 E Ch
estnut Street
Oxford,OH45056
None PC for general purposes 10,000

Miracle Foundation Inc

1506 W 6th St
Austin,TX787035134
None PC General Operations 25,000

Miracle Foundation Inc

1506 W 6th St
Austin,TX787035134
None PC Foster Share App 315,000

Mission K9 Rescue

10902 Britoak Ln
Houston,TX770793611
None PC general operations 150,000

Mobile Loaves & Fishes

9301 Hog Eye Road Suite 950
Austin,TX78724
None PC General Operations 25,000

Mobile Loaves & Fishes

9301 Hog Eye Road Suite 950
Austin,TX78724
None PC Phase III of Community First! Village and General Operations Support 500,000

Mobile Loaves & Fishes

9301 Hog Eye Road Suite 950
Austin,TX78724
None PC General Operations 20,000

Mom Center

103 Industrial Loop 900
Fredericksburg,TX78624
None PC General Operations. 12,500

Mom Center

103 Industrial Loop 900
Fredericksburg,TX78624
None PC General Purposes 9,250

Mom Center

103 Industrial Loop 900
Fredericksburg,TX78624
None PC general operations 100,000

National Stem Cell Foundation

462 S Fourth St Suite 1230
Louisville,KY40202
None PC General operations 10,000

National Stem Cell Foundation

462 S Fourth St Suite 1230
Louisville,KY40202
None PC general operations 190,000

New Bedford Light Inc

127 W Rodney French Blvd Box 113
New Bedford,MA02744
None PC General Operations 10,000

New Bedford Light Inc

127 W Rodney French Blvd Box 113
New Bedford,MA02744
None PC general operations 100,000

Northern Arizona University Foundation Inc

620 SKnoles Dr
Flagstaff,AZ86011
None PC General Purposes 2,100

Nurse-Family Partnership

1900 Grant Street 4th Floor
Denver,CO80203
None PC general operations 250,000

Old Friends Inc

1841 Paynes Depot Road
Georgetown,KY40324
None PC general operations 67,000

One Simple Wish

1977 N Olden Avenue 292
Trenton,NJ08618
None PC General Purposes 10,000

Pet Project For Pets Inc

2200 NW 9th Ave
Wilton Manors,FL333113730
None PC general operations 125,000

Pets With Disabilities

635 Clay Hammond Rd
Prince Frederick,MD20678
None PC general operations 60,000

Reese's Purpose Inc

PO Box 65727
Lubbock,TX79464
None PC General Purposes 4,625

SA Christian Hope Resource Center

PO Box 780904
San Antonio,TX78278
None PC General Operations 150,000

SAFE Alliance

PO Box 19454
Austin,TX78760
None PC General Operations 80,000

SAFE Alliance

PO Box 19454
Austin,TX78760
None PC general operations 200,000

SAFE Alliance

PO Box 19454
Austin,TX78760
None PC General Operations 250,000

Salem Humane Society Inc

1825 S Lincoln Ave PO Box 101
Salem,OH44460
None PC East Palestine crisis. 5,000

San Antonio Christian Schools

19202 Redland Rd
San Antonio,TX78259
None PC Annual Fund Donation 20,000

San Antonio Zoo

3903 N St Marys Street
San Antonio,TX78212
None PC General Operations. 25,000

San Diego Humane Society

5500 Gaines St
San Diego,CA92110
None PC general operations 105,000

Scripps Health Foundation

PO Box 2669 10666 N Torrey Pines Ro
ad
La Jolla,CA92038
None PC General Operations 50,000

Scripps Health Foundation

PO Box 2669 10666 N Torrey Pines Ro
ad
La Jolla,CA92038
None PC General Operations 25,000

Scripps Health Foundation

PO Box 2669 10666 N Torrey Pines Ro
ad
La Jolla,CA92038
None PC General Purposes 1,482

Scripps Health Foundation

PO Box 2669 10666 N Torrey Pines Ro
ad
La Jolla,CA92038
None PC equipment needs 1,230,000

Scripps Health Foundation

PO Box 2669 10666 N Torrey Pines Ro
ad
La Jolla,CA92038
None PC general operations 3,333

Scripps Howard Foundation

312 Walnut St
Cincinnati,OH45202
None PF Bob Scripps Community Fund 15,000

Scripps Howard Foundation

312 Walnut St
Cincinnati,OH45202
None PF Bob Scripps Community Fund 220,000

Scripps Howard Foundation

312 Walnut St
Cincinnati,OH45202
None PF Bob Scripps Community Fund 25,000

Scripps Howard Foundation

312 Walnut St
Cincinnati,OH45202
None PF Book Campaign 25,000

Scripps Howard Foundation

312 Walnut St
Cincinnati,OH45202
None PF Book Campaign 25,000

Scripps Howard Foundation

312 Walnut St
Cincinnati,OH45202
None PF general operations 10,000

Scripps Howard Foundation

312 Walnut St
Cincinnati,OH45202
None PF Book Campaign 25,000

Scripps Howard Fund

PO Box 5380
Cincinnati,OH452015380
None PC Book Campaign 10,000

Scripps Howard Fund

PO Box 5380
Cincinnati,OH452015380
None PC Book Campaign 15,000

Scripps Research Institute

10550 N Torrey Pines Rd Tpc-2
La Jolla,CA920379976
None PC Discovery of medicines, junior scientists, & supply labs 20,000

Scripps Research Institute

10550 N Torrey Pines Rd Tpc-2
La Jolla,CA920379976
None PC support three research programs 1,865,000

Scripps Research Institute

10550 N Torrey Pines Rd Tpc-2
La Jolla,CA920379976
None PC General Operations 25,000

Scripps Research Institute

10550 N Torrey Pines Rd Tpc-2
La Jolla,CA920379976
None PC general operations 3,333

Sea Turtle Inc

PO Box 3087
South Padre Island,TX78597
None PC general operations 150,000

Shriners Hospitals for Children

PO Box 31356
Tampa,FL33631
None PC general operations 10,000

Society for Science & the Public

1719 N Street NW
Washington,DC200362801
None PC Endowment Grant construction/ renovation 280,000

Society for Science & the Public

1719 N Street NW
Washington,DC200362801
None PC General purposes 25,000

Society for Science & the Public

1719 N Street NW
Washington,DC200362801
None PC New Headquarters Building 2,000,000

Society for Science & the Public

1719 N Street NW
Washington,DC200362801
None PC General Purposes 100,000

Society for Science & the Public

1719 N Street NW
Washington,DC200362801
None PC general operations 100,000

Society of St Vincent DePaul

1125 Bank Street
Cincinnati,OH45214
None PC General purposes 10,000

Sonday House Fellowship

5532 S State Hwy 16
Fredericksburg,TX78624
None PC General Purposes 5,000

St Jude Children's Research Hospital

501 St Jude Place
Memphis,TN38105
None PC Child Life Specialist Services 75,000

St Jude Children's Research Hospital

501 St Jude Place
Memphis,TN38105
None PC Major Surgical Procedures 100,000

St Mary's Catholic School

202 S Orange Street
Fredericksburg,TX78624
None PC Purchase desks and chairs 25,567

St Vincent De Paul Society of Saints Mary Fredericksburg Tx Inc

601 W Live Oak Street
Fredericksburg,TX78624
None PC general operations 4,000

Standish Foundation for Children

2303 Ranch Rd 620 S 160-217
Austin,TX78734
None PC general operations 25,000

Stephen Siller Tunnels to Towers Fdn

2361 Hylan Boulevard
Staten Island,NY10306
None PC general operations 300,000

Street Soccer USA Inc

115 East 13th Street
New York,NY10003
None PC Build soccer facility in Austin, Texas 303,567

StriveTogether Inc

125 E 9th Street 2nd Floor
Cincinnati,OH45202
None PC General Operations 10,000

Syrian American Medical Society Foundation

1012 14th St NW
Washington,DC200053403
None PC Earthquake Relief 15,000

Syrian American Medical Society Foundation

1012 14th St NW
Washington,DC200053403
None PC Syrian/Turkey Earthquake Disaster Relief 50,000

Syrian American Medical Society Foundation

1012 14th St NW
Washington,DC200053403
None PC General Operations 50,000

Teacher Reuse

PO Box 342
Buda,TX78610
None PC general operations 25,000

Texas Counter-Trafficking Initiative

12605 East Freeway Suite 600
Houston,TX77015
None PC General Operations 20,000

Texas Parks And Wildlife Foundation

2914 Swiss Avenue
Dallas,TX75204
None PC General Purposes 25,000

Texas Parks And Wildlife Foundation

2914 Swiss Avenue
Dallas,TX75204
None PC Texas State Parks Centennial Support 152,250

Texas Tech Foundation Inc

PO Box 45025
Lubbock,TX79409
None PC general operations 100,000

The ARC of Texas

107 Industrial Loop
Fredericksburg,TX786245401
None PC General Purposes 6,500

The ARC of Texas

107 Industrial Loop
Fredericksburg,TX786245401
None PC general operations 50,000

The Brightside Project

PO Box 314
Salem,OH44460
None PC East Palestine crisis. 30,000

The Colorado Springs School

21 Broadmoor Avenue
Colorado Springs,CO80906
None PC General Fund 25,000

The Colorado Springs School

21 Broadmoor Avenue
Colorado Springs,CO80906
None PC Gala Support 1,000

The Colorado Springs School

21 Broadmoor Avenue
Colorado Springs,CO80906
None PC Playground Project 35,000

The Colorado Springs School

21 Broadmoor Avenue
Colorado Springs,CO80906
None PC Playground Project 25,000

The Colorado Springs School

21 Broadmoor Avenue
Colorado Springs,CO80906
None PC General operations 100,000

The Community Foundation of the Texas Hill Country

241 Earl Garrett Street
Kerrville,TX780285304
None PC Capital Improvements for Der Stadtische Friedhof Fredericksburg 300,000

The Craig and Frances Lindner Center of Hope

4075 Old Western Row Road
Mason,OH45040
None PC general operations 25,000

The DigDeep Right to Water Project

932 Wilson St Suite 2D
Los Angeles,CA90021
None PC Navajo Water Project 20,000

The Grace Center In Fredericksburg

PO Box 3433
Fredericksburg,TX78624
None PC Facilities Grant 80,000

The Grace Center In Fredericksburg

PO Box 3433
Fredericksburg,TX78624
None PC General Purposes 25,000

The Grace Center In Fredericksburg

PO Box 3433
Fredericksburg,TX78624
None PC Facilities Grant 307,500

The Leelanau School

1 Old Homestead Road
Glen Arbor,MI49636
None PC general operations 5,000

The Pet Fund

2747 14th Street
Sacramento,CA95818
None PC general operations 100,000

The Place

423 E Cucharras St
Colorado Springs,CO809033609
None PC General Operations 10,000

The Refuge for DMST

PO Box 90804
Austin,TX78709
None PC General Purposes 10,000

The Regents of the University of California San Diego

9500 Gilman Drive 940
La Jolla,CA920930005
None PC Birch Aquarium 50,000

The Regents of the University of California San Diego

9500 Gilman Drive 940
La Jolla,CA920930005
None PC remodel portion of Hall of Fishes 2,000,000

The Salvation Army

601 N Milam St
Fredericksburg,TX786243337
None PC Angel Tree Program 5,000

The Sanctuary Church

1930 W Colorado Ave
Colorado Springs,CO80904
None PC food, clothing, and hygiene items 15,000

The UC Davis Foundation

C/O Gift Administration One Shields
Avenue
Davis,CA95616
None PC UC Davis Veterinary Medical School 70,000

The University of Texas at Austin

PO Box 7458
Austin,TX78713
None GOV General Purposes 10,000

Therapy Animals of San Antonio

PO Box 690221
San Antonio,TX78269
None PC general operations 51,500

Tracys Paws Rescue

182 CR 245
Hondo,TX788610000
None PC The Milton Building capital project & general operations 340,000

UC San Diego Foundation - SIO

9500 Gilman Drive 940
La Jolla,CA920930210
None PC General purposes 25,000

UC San Diego Foundation - SIO

9500 Gilman Drive 940
La Jolla,CA920930210
None PC Birch Aquarium Annual Fund 10,000

UC San Diego Foundation - SIO

9500 Gilman Drive 940
La Jolla,CA920930210
None PC Birch Aquarium Capital Campaign 25,000

UC San Diego Foundation - SIO

9500 Gilman Drive 940
La Jolla,CA920930210
None PC general operations 3,334

UC San Diego Foundation - SIO

9500 Gilman Drive 940
La Jolla,CA920930210
None PC Birch Aquarium Capital Campaign 25,000

UC San Diego Foundation - SIO

9500 Gilman Drive 940
La Jolla,CA920930210
None PC Birch Aquarium Capital Campaign 25,000

United Way of San Antonio & Bexar

700 South Alamo
San Antonio,TX78205
None PC Opportunity Youth Program 250,000

United Way of San Antonio & Bexar

700 South Alamo
San Antonio,TX78205
None PC Quality Early Childhood Programming 250,000

US Fund For UNICEF

125 Maiden Lane
New York,NY10038
None PC Syrian/Turkey Earthquake Disaster Relief 50,000

US Fund For UNICEF

125 Maiden Lane
New York,NY10038
None PC General Operations 50,000

Use Your Voice

PO Box 492268
Los Angeles,CA90049
None NC general operations 100,000

Wesley Community Services

2091 Radcliff Drive
Cincinnati,OH45204
None PC general operations 100,000

Wilderness Inquiry Inc

1611 County Road B West
St Paul,MN55113
None PC general operations 250,000

Wisconsin Humane Society

4500 W Wisconsin Ave
Milwaukee,WI53208
None PC general operations 60,000

Zero Abuse Project

366 Jackson Street Suite 300
St Paul,MN55101
None PC General Operations 40,000
Total .................................right arrow 3a 27,009,336
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
    14 4,277,871  
4 Dividends and interest from securities ....     14 11,866,087  
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 12,897,433  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
atax payment refund
    1 50  
bPrior period adjustment     1 82  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 29,041,523 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
29,041,523
(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: 23017437
Software Version: 2023v5.1


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
Adam R Scripps Foundation
 
Employer identification number

85-4241768
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
Adam R Scripps Foundation
 
Employer identification number
85-4241768
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
1
Miramar Charitable Foundation
 
c/o Miramar Services 250 Grandview
Dr
Ft Mitchell, KY41017

$ 738,147,275


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
Adam R Scripps Foundation
 
Employer identification number

85-4241768
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
Adam R Scripps Foundation
 
Employer identification number

85-4241768
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID: 23017437
Software Version: 2023v5.1

TY 2023 AccountingFeesSchedule
Name:
Adam R Scripps Foundation
EIN:
85-4241768
Software ID:
23017437
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
grants management and accounting fees 2,287,159 1,143,580   1,143,579

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 ExpenditureResponsibilityStmt
Name:
Adam R Scripps Foundation
EIN:
85-4241768
Software ID:
23017437
Software Version:
2023v5.1
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
Scripps Howard Foundation
 
312 Walnut Street 28th FL
Cincinnati,OH45202
2023-01-19 15,000 BOB SCRIPPS COMMUNITY FUND 15,000 0 12/12/23 2023-12-12 The Foundation reviewed the reports submitted by the grantee, but did not undertake any further verification of the grantee's reports as there has not been any reason to doubt their accuracy or reliability.
Scripps Howard Foundation
 
312 Walnut Street 28th FL
Cincinnati,OH45202
2023-01-26 220,000 BOB SCRIPPS COMMUNITY FUND 0 0 12/13/23   The Foundation reviewed the reports submitted by the grantee, but did not undertake any further verification of the grantee's reports as there has not been any reason to doubt their accuracy or reliability.
Scripps Howard Foundation
 
312 Walnut Street 28th FL
Cincinnati,OH45202
2023-02-16 25,000 BOB SCRIPPS COMMUNITY FUND 0 0     As grant was just made, grantee's first report is not due until 2024.
Scripps Howard Foundation
 
312 Walnut Street 28th FL
Cincinnati,OH45202
2023-02-16 25,000 BOOK CAMPAIGN 25,000 0 12/13/23 2023-12-13 The Foundation reviewed the reports submitted by the grantee, but did not undertake any further verification of the grantee's reports as there has not been any reason to doubt their accuracy or reliability.
Scripps Howard Foundation
 
312 Walnut Street 28th FL
Cincinnati,OH45202
2023-05-22 25,000 BOOK CAMPAIGN 25,000 0 12/20/23 2023-12-20 The Foundation reviewed the reports submitted by the grantee, but did not undertake any further verification of the grantee's reports as there has not been any reason to doubt their accuracy or reliability.
Scripps Howard Foundation
 
312 Walnut Street 28th FL
Cincinnati,OH45202
2023-12-20 10,000 General operations 0 0     As grant was just made, grantee's first report is not due until 2024.
Scripps Howard Foundation
 
312 Walnut Street 28th FL
Cincinnati,OH45202
2023-12-20 25,000 BOOK CAMPAIGN 0 0     As grant was just made, grantee's first report is not due until 2024.
Use Your Voice
 
PO Box 492268
Los Angeles,CA90049
2023-12-20 100,000 GENERAL OPERATIONS 0 0     As grant was just made, grantee's first report is not due until 2024.

TY 2023 InvestmentsCorpBondsSchedule
Name:
Adam R Scripps Foundation
EIN:
85-4241768
Software ID:
23017437
Software Version:
2023v5.1
Name of Bond End of Year Book Value End of Year Fair Market Value
corporate bonds 117,567,766 122,178,779

TY 2023 InvestmentsCorpStockSchedule
Name:
Adam R Scripps Foundation
EIN:
85-4241768
Software ID:
23017437
Software Version:
2023v5.1
Name of Stock End of Year Book Value End of Year Fair Market Value
publicly traded securities 516,183,953 596,018,720

TY 2023 InvestmentsGovtObligationsSch
Name:
Adam R Scripps Foundation
EIN:
85-4241768
Software ID:
23017437
Software Version:
2023v5.1
US Government Securities - End of Year Book Value:

73,635,098
US Government Securities - End of Year Fair Market Value:

75,661,599
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 LegalFeesSchedule
Name:
Adam R Scripps Foundation
EIN:
85-4241768
Software ID:
23017437
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Legal 35,640     35,640


TY 2023 OtherExpensesSchedule
Name:
Adam R Scripps Foundation
EIN:
85-4241768
Software ID:
23017437
Software Version:
2023v5.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Office supplies 222     222
Computer Software Expense 148,450     148,450
Dues & Licenses 1,900     1,900
Communications Expense 124,091     124,091
Program Expenses 24,987     24,987
Meals 3,705     3,705
Insurance 14,074     14,074
Pass through investment expenses   783,595    
Bond Premium Amortization   58,861    


TY 2023 OtherIncomeSchedule2
Name:
Adam R Scripps Foundation
EIN:
85-4241768
Software ID:
23017437
Software Version:
2023v5.1
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Tax payment refund 50    
Pass through investment income   53,071  
prior period adjustment 82    


TY 2023 OtherProfessionalFeesSchedule
Name:
Adam R Scripps Foundation
EIN:
85-4241768
Software ID:
23017437
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Fees 2,746,317 2,746,317    


TY 2023 SubstantialContributorsSch
Name:
Adam R Scripps Foundation
EIN:
85-4241768
Software ID:
23017437
Software Version:
2023v5.1
Name Address
Miramar Charitable Foundation
 
c/o Miramar Services 250 Grandview
Dr
Ft Mitchell,KY41017


TY 2023 TaxesSchedule
Name:
Adam R Scripps Foundation
EIN:
85-4241768
Software ID:
23017437
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Taxes 800,000      


TY 2023 TransfersToControlledEntities
Name:
Adam R Scripps Foundation
EIN:
85-4241768
Software ID:
23017437
Software Version:
2023v5.1
Name US /
Foreign Address
EIN Description Amount
ARSF CGL I LLC c/o Miramar Services 250 Grandview
Dr
Ft Mitchell,KY41017
93-4610747 N/A 0
Total