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
MOLDRUP FOUNDATION INC MA
 
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

65-0316443
B Telephone number (see instructions)

(407) 237-5718
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$1,621,283J 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 1,493 1,493  
4 Dividends and interest from securities... 40,582 40,486  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 291,603
b Gross sales price for all assets on line 6a 1,560,729
7 Capital gain net income (from Part IV, line 2)... 291,603
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 333,678 333,582  
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
15,347 15,347   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,138 445   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
2 2    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 18,987 15,794 0 2,500
25 Contributions, gifts, grants paid....... 63,750 63,750
26 Total expenses and disbursements. Add lines 24 and 25 82,737 15,794 0 66,250
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 250,941
b Net investment income (if negative, enter -0-) 317,788
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............. 52 798 798
2 Savings and temporary cash investments......... 99,486 41,373 41,373
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)....... 491,420    
c Investments—corporate bonds (attach schedule)....... 311,209 Click to see attachment
List of Attached Documents:
// Content
281,799 		265,072
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).......... 323,023 Click to see attachment
List of Attached Documents:
// Content
1,157,068 		1,314,040
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,225,190 1,481,038 1,621,283
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........ 1,225,190 1,481,038
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)..... 1,225,190 1,481,038
30 Total liabilities and net assets/fund balances (see instructions). 1,225,190 1,481,038
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
1,225,190
2
Enter amount from Part I, line 27a .....................
2
250,941
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
5,903
4
Add lines 1, 2, and 3 ..........................
4
1,482,034
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
996
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,481,038
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 42. PIONEER NAT RES CO COMMON     2023-02-01
b 117. AMERICAN ELECTRIC POWER   2022-02-23 2023-03-03
c 671. FORD MTR CO DEL NEW     2023-03-03
d 11. JOHNSON & JOHNSON   2022-05-04 2023-03-03
e 96. JOHNSON & JOHNSON     2023-03-03
30. WAL MART STORES INCORPORATED   2018-11-06 2023-03-03
39. AES CORP.   2022-09-07 2023-04-06
35. ALPHABET INC CL C   2010-05-24 2023-04-06
32. ALPHABET INC CL A   2010-05-24 2023-04-06
12. AMAZON COM INC COM   2017-05-03 2023-04-06
5. AMGEN INCORPORATED   2011-05-13 2023-04-06
4. ANALOG DEVICES INC   2022-06-22 2023-04-06
4. ELEVANCE HEALTH INC   2022-05-04 2023-04-06
32. APPLE COMPUTER CORPORATION COMMON   2010-10-25 2023-04-06
19. BANK OF NEW YORK MELLON CORP   2023-03-03 2023-04-06
18. BERKLEY W R CORP   2022-12-12 2023-04-06
1. BLACKROCK INC   2021-02-12 2023-04-06
15. BRISTOL MYERS SQUIBB COMPANY   2022-05-04 2023-04-06
3. CDW CORP   2022-09-16 2023-04-06
6. CADENCE DESIGN SYSTEMS INC   2022-09-16 2023-04-06
1. CARLISLE COS INC   2019-09-05 2023-04-06
15. CHEVRON TEXACO CORP COMMON     2023-04-06
23. CONOCOPHILLIPS COM   2022-03-18 2023-04-06
25. CORTEVA INC     2023-04-06
2. COSTCO WHOLESALE CORP   2016-07-07 2023-04-06
5. CROWN CASTLE INC REIT   2016-08-23 2023-04-06
9. DARLING INTERNATIONAL INC   2022-06-22 2023-04-06
5. HCA HOLDINGS INC   2022-03-18 2023-04-06
32. HALLIBURTON COMPANY   2023-02-01 2023-04-06
5. HOME DEPOT INCORPORATED   2010-05-24 2023-04-06
5. HONEYWELL INTERNATIONAL INC   2016-12-02 2023-04-06
4. IQVIA HOLDINGS INC   2021-02-03 2023-04-06
12. J.P. MORGAN CHASE & CO.   2021-01-20 2023-04-06
13. KNIGHT-SWIFT TRANSN HLDGS INC   2020-07-21 2023-04-06
1. LPL FINANCIAL HOLDINGS INC   2023-03-03 2023-04-06
20. MERCK & CO INC     2023-04-06
22. MICROSOFT CORPORATION   2012-08-24 2023-04-06
5. MORGAN STANLEY DEAN WITTER DIS CO   2020-12-03 2023-04-06
18. NEXTERA ENERGY INC   2015-01-21 2023-04-06
2. O'REILLY AUTOMOTIVE INC   2022-05-04 2023-04-06
8. PNC BANK CORP COM   2011-01-21 2023-04-06
9. PEPSICO INCORPORATED   2022-09-07 2023-04-06
9. PHILLIPS 66   2022-06-03 2023-04-06
5. QUALCOMM INC COMMON   2020-10-06 2023-04-06
6. QUANTA SERVICES INC COMMON   2020-01-28 2023-04-06
19. RTX CORPORATION   2022-09-07 2023-04-06
3. THERMO ELECTRON COMMON   2017-09-15 2023-04-06
3. TRACTOR SUPPLY CO   2018-09-18 2023-04-06
1. ULTA BEAUTY SALON COM   2022-06-22 2023-04-06
4. UNION PAC CORP   2010-05-24 2023-04-06
10. UNITED HEALTH GROUP INC   2016-02-01 2023-04-06
4. VERTEX PHARMACEUTICALS INC   2022-10-05 2023-04-06
9. VISA INC   2010-10-25 2023-04-06
14. VONTIER CORP   2023-03-03 2023-04-06
10. WAL MART STORES INCORPORATED   2018-11-06 2023-04-06
29. ARCH CAPITAL GROUP LTD   2022-04-01 2023-04-06
3. TRANE TECHNOLOGIES PLC   2016-06-29 2023-04-06
3. NXP SEMICONDUCTORS N V   2022-06-22 2023-04-06
272. AES CORP.   2022-09-07 2023-04-21
49. CROWN CASTLE INC REIT     2023-04-21
103. DARLING INTERNATIONAL INC   2022-06-22 2023-04-21
19. HOME DEPOT INCORPORATED     2023-04-21
16. QUANTA SERVICES INC COMMON   2020-01-28 2023-04-21
17. TRANE TECHNOLOGIES PLC   2016-06-29 2023-04-21
43. AMGEN INCORPORATED     2023-05-26
89. QUALCOMM INC COMMON     2023-05-26
23. TRACTOR SUPPLY CO   2018-09-18 2023-05-26
9. ULTA BEAUTY SALON COM   2022-06-22 2023-05-26
50. NXP SEMICONDUCTORS N V   2022-06-22 2023-05-26
19. ELEVANCE HEALTH INC   2022-05-04 2023-06-15
49. CDW CORP   2022-09-16 2023-06-15
2. CHIPOTLE MEXICAN GRILL INC   2022-09-07 2023-06-15
8. COSTCO WHOLESALE CORP   2016-07-07 2023-06-15
6. O'REILLY AUTOMOTIVE INC   2022-05-04 2023-06-15
37. TRACTOR SUPPLY CO     2023-06-15
5. UNITED HEALTH GROUP INC   2016-02-01 2023-06-15
54. ARCH CAPITAL GROUP LTD   2022-04-01 2023-06-15
45. CORTEVA INC   2022-09-07 2023-07-14
145. CORTEVA INC     2023-07-14
8. THERMO ELECTRON COMMON     2023-07-14
31. ALPHABET INC CL A     2023-07-25
98. OMNICOM GROUP INCORPORATED   2023-04-21 2023-07-25
62. APPLE COMPUTER CORPORATION COMMON     2023-08-03
15. THERMO ELECTRON COMMON     2023-08-03
94. APPLE COMPUTER CORPORATION COMMON   2011-07-18 2023-08-10
13. ULTA BEAUTY SALON COM   2022-06-22 2023-08-24
148. BRISTOL MYERS SQUIBB COMPANY   2022-05-04 2023-09-13
121. NEXTERA ENERGY INC     2023-10-04
38. HERSHEY FOODS   2023-04-21 2023-10-12
17. ARCH CAPITAL GROUP LTD   2022-04-01 2023-10-12
223. ALPHABET INC CL C     2023-10-26
103. ALPHABET INC CL A     2023-10-26
76. AMAZON COM INC COM     2023-10-26
146. AMAZON COM INC COM     2023-10-26
14. ANALOG DEVICES INC   2023-03-03 2023-10-26
53. ANALOG DEVICES INC   2022-06-22 2023-10-26
281. APPLE COMPUTER CORPORATION COMMON     2023-10-26
122. APPLIED MATERIALS     2023-10-26
178. BANK OF NEW YORK MELLON CORP   2023-03-03 2023-10-26
160. BERKLEY W R CORP   2022-12-12 2023-10-26
15. BLACKROCK INC     2023-10-26
4. BOOKING HOLDINGS INC     2023-10-26
18. BROADCOM INC   2023-05-26 2023-10-26
8. CADENCE DESIGN SYSTEMS INC   2023-03-03 2023-10-26
51. CADENCE DESIGN SYSTEMS INC   2022-09-16 2023-10-26
51. CARLISLE COS INC     2023-10-26
82. CHEVRON TEXACO CORP COMMON     2023-10-26
3. CHIPOTLE MEXICAN GRILL INC   2022-12-12 2023-10-26
3. CHIPOTLE MEXICAN GRILL INC   2022-09-07 2023-10-26
91. CONOCOPHILLIPS COM     2023-10-26
28. COSTCO WHOLESALE CORP     2023-10-26
1979.188 DFA INTERNATIONAL CORE EQTY     2023-10-26
2819.549 DFA INTM GOVT FIXED INCOME   2022-11-08 2023-10-26
56. ECOLABS INC   2023-07-14 2023-10-26
229. EXELON CORPORATEION   2023-04-21 2023-10-26
87. FACEBOOK INC CL A     2023-10-26
7790.454 FED HER INTER STR VAL DVD-R6     2023-10-26
33. HCA HOLDINGS INC   2022-03-18 2023-10-26
315. HALLIBURTON COMPANY     2023-10-26
49. HOME DEPOT INCORPORATED     2023-10-26
9. HONEYWELL INTERNATIONAL INC   2022-12-12 2023-10-26
41. HONEYWELL INTERNATIONAL INC     2023-10-26
24. INTUITIVE SURGICAL INC   2023-06-15 2023-10-26
276. INVESCO S&P 500 EQUAL WEIGHT ETF   2022-06-15 2023-10-26
45. IQVIA HOLDINGS INC   2021-02-03 2023-10-26
1300. ISHARES US TREASURY BOND ETF   2023-04-06 2023-10-26
1250. ISHARES US TREASURY BOND ETF     2023-10-26
118. J.P. MORGAN CHASE & CO.     2023-10-26
154. KNIGHT-SWIFT TRANSN HLDGS INC     2023-10-26
30. LPL FINANCIAL HOLDINGS INC   2023-03-03 2023-10-26
14. ELI LILLY & CO   2023-10-12 2023-10-26
23. MARTIN MARIETTA MATLS COMMON     2023-10-26
125. MERCK & CO INC     2023-10-26
200. MICROSOFT CORPORATION     2023-10-26
28. MOLINA HEALTHCARE INC     2023-10-26
128. MORGAN STANLEY DEAN WITTER DIS CO   2020-12-03 2023-10-26
35. NETFLIX INC     2023-10-26
53. NVIDIA CORP     2023-10-26
10. O'REILLY AUTOMOTIVE INC   2022-05-04 2023-10-26
48. ORACLE CORPORATION   2023-06-15 2023-10-26
81. PNC BANK CORP COM     2023-10-26
40. PALO ALTO NETWORKS INC     2023-10-26
48. PEPSICO INCORPORATED   2022-12-12 2023-10-26
30. PEPSICO INCORPORATED   2022-09-07 2023-10-26
19. PHILLIPS 66   2023-08-10 2023-10-26
59. PHILLIPS 66   2022-06-03 2023-10-26
13109.304 PIMCO INVESTMENT GRADE CREDIT BD-I     2023-10-26
57. QUANTA SERVICES INC COMMON     2023-10-26
24. RTX CORPORATION   2022-12-12 2023-10-26
121. RTX CORPORATION     2023-10-26
393.379 T ROWE PRICE INTEGRATED U.S.   2012-09-04 2023-10-26
118. TARGA RESOURCES   2023-08-10 2023-10-26
31. TESLA MOTORS INC   2023-06-15 2023-10-26
54. UNION PAC CORP     2023-10-26
40. UNITED HEALTH GROUP INC     2023-10-26
1936.635 VANGUARD M/B SEC INDEX-ADM     2023-10-26
27. VERTEX PHARMACEUTICALS INC     2023-10-26
12. VERTEX PHARMACEUTICALS INC   2022-10-05 2023-10-26
66. VISA INC     2023-10-26
285. VONTIER CORP     2023-10-26
85. WAL MART STORES INCORPORATED     2023-10-26
76. ARCH CAPITAL GROUP LTD   2022-12-12 2023-10-26
84. ARCH CAPITAL GROUP LTD   2022-04-01 2023-10-26
51. TRANE TECHNOLOGIES PLC     2023-10-26
57.039 ARTISAN INTL VALUE FUND-INS   2023-10-26 2023-11-06
2.454 COHEN & STEERS REALTY SHARES INSTITUTION   2023-10-26 2023-11-06
194.324 DFA US SMALL CAP PORTFOLIO   2017-03-09 2023-11-06
239.235 DOUBLELINE TTL RTRN BND-R6   2015-01-14 2023-11-06
208.817 HARTFORD DVDND & GRWTH-F   2023-10-26 2023-11-06
69. ISHARES CORE S&P 500 ETF   2023-10-26 2023-11-06
127.297 JOHCM INTERNATIONAL SEL-INST   2015-07-13 2023-11-06
336.474 LOOMIS SAYLES GROWTH-N2   2023-10-26 2023-11-06
469. ISHARES 20+ YEAR TREASURY BOND ETF   2023-04-06 2023-12-15
449. SPDR BLOOMBERG 1-3 MONTH T-BILL ETF   2023-10-26 2023-12-28
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 9,443   6,380 3,063
b 10,349   10,008 341
c 8,729   10,977 -2,248
d 1,688   1,965 -277
e 14,731   14,640 91
4,210   3,080 1,130
943   1,053 -110
3,727   420 3,307
3,393   384 3,009
1,211   564 647
1,268   303 965
754   594 160
1,939   1,993 -54
5,246   353 4,893
854   975 -121
1,127   1,329 -202
657   720 -63
1,056   1,134 -78
559   510 49
1,251   974 277
207   145 62
2,519   1,433 1,086
2,459   2,289 170
1,483   843 640
966   325 641
669   422 247
507   595 -88
1,353   1,299 54
1,051   1,302 -251
1,438   165 1,273
956   541 415
779   735 44
1,531   1,636 -105
709   591 118
192   256 -64
2,240   702 1,538
6,259   671 5,588
421   321 100
1,407   492 915
1,717   1,214 503
982   484 498
1,653   1,546 107
927   932 -5
614   605 9
961   241 720
1,866   1,646 220
1,717   576 1,141
696   266 430
524   401 123
786   139 647
5,109   1,153 3,956
1,285   1,201 84
2,028   180 1,848
361   383 -22
1,500   1,027 473
1,991   1,405 586
513   143 370
514   475 39
6,526   7,343 -817
6,157   4,472 1,685
5,871   6,813 -942
5,700   640 5,060
2,653   642 2,011
3,004   810 2,194
9,328   3,021 6,307
9,613   10,802 -1,189
4,854   2,041 2,813
3,825   3,611 214
8,974   7,924 1,050
8,653   9,469 -816
8,703   8,322 381
4,142   3,319 823
4,230   1,301 2,929
5,538   3,641 1,897
8,045   3,390 4,655
2,356   576 1,780
3,786   2,616 1,170
2,430   2,771 -341
7,831   4,081 3,750
4,218   1,581 2,637
3,761   388 3,373
8,087   9,182 -1,095
11,904   713 11,191
8,259   4,209 4,050
16,811   1,227 15,584
5,557   5,216 341
8,910   11,189 -2,279
6,221   6,298 -77
7,137   9,922 -2,785
1,412   824 588
27,449   6,479 20,970
12,556   3,984 8,572
9,052   10,004 -952
17,389   11,455 5,934
2,268   2,591 -323
8,586   7,873 713
46,756   20,399 26,357
16,038   6,317 9,721
7,512   9,138 -1,626
10,674   11,817 -1,143
9,192   11,986 -2,794
11,039   10,514 525
14,873   14,319 554
1,848   1,561 287
11,779   8,279 3,500
12,200   7,276 4,924
12,634   7,778 4,856
5,427   4,643 784
5,427   4,979 448
10,756   9,222 1,534
15,302   6,833 8,469
26,442   25,338 1,104
29,408   30,000 -592
8,919   10,524 -1,605
8,984   9,890 -906
24,909   25,645 -736
26,410   29,580 -3,170
7,366   8,573 -1,207
12,333   12,397 -64
13,701   2,859 10,842
1,589   1,910 -321
7,238   4,651 2,587
6,170   7,874 -1,704
37,358   37,320 38
8,304   8,274 30
28,275   30,732 -2,457
27,187   31,585 -4,398
16,560   17,071 -511
7,601   7,666 -65
6,619   7,677 -1,058
7,951   8,517 -566
9,029   10,056 -1,027
13,349   5,144 8,205
65,754   9,153 56,601
9,235   9,130 105
9,211   8,218 993
14,131   13,482 649
21,329   21,859 -530
9,238   6,068 3,170
4,815   6,056 -1,241
9,212   5,223 3,989
9,499   9,452 47
7,781   8,782 -1,001
4,863   5,153 -290
2,073   2,190 -117
6,437   6,111 326
108,152   136,983 -28,831
9,521   2,441 7,080
1,897   2,373 -476
9,564   10,435 -871
13,843   6,915 6,928
10,025   9,942 83
6,403   7,976 -1,573
11,003   4,517 6,486
21,145   6,522 14,623
33,116   41,129 -8,013
9,754   8,921 833
4,335   3,604 731
15,234   2,696 12,538
8,345   7,803 542
13,767   10,179 3,588
6,310   4,557 1,753
6,974   4,070 2,904
9,618   2,894 6,724
2,500   2,396 104
100   95 5
7,600   6,527 1,073
2,000   2,651 -651
6,300   6,049 251
30,141   28,624 1,517
2,700   2,582 118
7,500   6,952 548
46,478   50,977 -4,499
41,027   41,219 -192
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
      6,819
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       3,063
b       341
c       -2,248
d       -277
e       91
      1,130
      -110
      3,307
      3,009
      647
      965
      160
      -54
      4,893
      -121
      -202
      -63
      -78
      49
      277
      62
      1,086
      170
      640
      641
      247
      -88
      54
      -251
      1,273
      415
      44
      -105
      118
      -64
      1,538
      5,588
      100
      915
      503
      498
      107
      -5
      9
      720
      220
      1,141
      430
      123
      647
      3,956
      84
      1,848
      -22
      473
      586
      370
      39
      -817
      1,685
      -942
      5,060
      2,011
      2,194
      6,307
      -1,189
      2,813
      214
      1,050
      -816
      381
      823
      2,929
      1,897
      4,655
      1,780
      1,170
      -341
      3,750
      2,637
      3,373
      -1,095
      11,191
      4,050
      15,584
      341
      -2,279
      -77
      -2,785
      588
      20,970
      8,572
      -952
      5,934
      -323
      713
      26,357
      9,721
      -1,626
      -1,143
      -2,794
      525
      554
      287
      3,500
      4,924
      4,856
      784
      448
      1,534
      8,469
      1,104
      -592
      -1,605
      -906
      -736
      -3,170
      -1,207
      -64
      10,842
      -321
      2,587
      -1,704
      38
      30
      -2,457
      -4,398
      -511
      -65
      -1,058
      -566
      -1,027
      8,205
      56,601
      105
      993
      649
      -530
      3,170
      -1,241
      3,989
      47
      -1,001
      -290
      -117
      326
      -28,831
      7,080
      -476
      -871
      6,928
      83
      -1,573
      6,486
      14,623
      -8,013
      833
      731
      12,538
      542
      3,588
      1,753
      2,904
      6,724
      104
      5
      1,073
      -651
      251
      1,517
      118
      548
      -4,499
      -192
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 291,603
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 4,417
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 4,417
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 4,417
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,156
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,156
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 3,261
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right 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) 237-5718

Located atright arrowPO BOX 919798ORLANDOFL ZIP+4right arrow32891
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
KENNETH M KALEEL ESQ DIRECTOR
1 		0    
54 NE 4TH AVENUE
DELRAY BEACH,FL33483
RHEA HAGOORT DIRECTOR
1 		0    
3542 ROYAL TERN LANE
BOYNTON BEACH,FL33436
NICHOLAS HAGOORT JR DIRECTOR
1 		0    
3542 ROYAL TERN LANE
BOYNTON BEACH,FL33436
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
1,480,813
b
Average of monthly cash balances.......................
1b
73,396
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,554,209
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
1,554,209
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
23,313
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,530,896
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
76,545
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
76,545
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
4,417
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,417
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
72,128
4
Recoveries of amounts treated as qualifying distributions................
4
5,000
5
Add lines 3 and 4............................
5
77,128
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
77,128
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
66,250
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
66,250
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 77,128
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 17,657
d From 2021...... 12,268
e From 2022...... 14,030
f Total of lines 3a through e ........ 43,955
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 66,250
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 66,250
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 10,878 10,878
(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 33,077
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		33,077
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 6,779
c Excess from 2021.... 12,268
d Excess from 2022.... 14,030
e Excess from 2023....  
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 e-mail address of the person to whom applications should be addressed:
KENNETH M KALEEL ESQ
54 NE 4TH AVENUE
DELRAY BEACH,FL33483
(561) 364-7473
bThe form in which applications should be submitted and information and materials they should include:
LETTER WITH INFORMATION REGARDING BUDGET, SPECIFIC NEED, AND TAX STATE
cAny submission deadlines:
NOVEMBER 1
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
ORGANIZATIONS DESCRIBED UNDER SEC 501(C)(3) OR SEC 501(A) OF IRC
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

AMERICAN RED CROSS

431 18TH STREET NW
WASHINGTON,DC20006 		NONE PC GENERAL OPERATING 3,750

CHILDREN'S NATIONAL MEDICAL CENTER

111 MICHIGAN AVENUE NW
WASHINGTON,DC20010 		NONE PC GENERAL OPERATING 3,750

FLORIDA OUTREACH CENTER OF THE BLIND

2315 S CONGRESS AVE
PALM SPRINGS,FL33406 		NONE PC GENERAL OPERATING 2,500

GENERAL FEDERATION OF WOMENS CLUB

11242 QUAL COVEY RD
BOYNTON BEACH,FL33436 		NONE PC GENERAL OPERATING 10,000

SEEING EYE FOUNDATION

PO BOX 375
MORRISTOWN,NJ07963 		NONE PC GENERAL OPERATING 2,500

YMCA - SOUTH PALM BEACH COUNTY

9600 SOUTH MILITARY TRAIL
BOYNTON BEACH,FL33436 		NONE PC GENERAL OPERATING 10,000

FOUNDATION FIGHTING BLINDNESS

PO BOX 45740
BALTIMORE,MD212975740 		NONE PC GENERAL OPERATING 7,500

WXEL PUBLIC BROADCASTING CORPORATION

3401 SOUTH CONGRESS AVENUE
BOYNTON BEACH,FL33426 		NONE PC GENERAL OPERATING 3,750

ALZHEIMER'S COMMUNITY CARE

800 NORTHPOINT PARKWAY STE 101-B
WEST PALM BEACH,FL33407 		NONE PC GENERAL OPERATING 3,750

BOCA HELPING HANDS INC

1500 NW 1ST COURT
BOCA RATON,FL33432 		NONE PC GENERAL OPERATING 2,500

LIGHTHOUSE FOR THE BLIND PALM BEACH

1715 E TIFFANY DR
WEST PALM BEACH,FL33407 		NONE PC GENERAL OPERATING 3,750

BETHESDA MEMORIAL HOSPITAL

2815 SOUTH SEACREST BLVD
BOYNTON BEACH,FL33435 		NONE PC GENERAL OPERATING 10,000
Total .................................right arrow 3a 63,750
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 ........... 		    14 1,493  
4 Dividends and interest from securities ....     14 40,582  
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 ............ 		    18 291,603  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   333,678  
13Total. Add line 12, columns (b), (d), and (e)..................
13
333,678
(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:
MOLDRUP FOUNDATION INC MA
EIN:
65-0316443
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:
MOLDRUP FOUNDATION INC MA
EIN:
65-0316443
Name of Bond End of Year Book Value End of Year Fair Market Value
89153VAG4 TOTAL CAPITAL INTL S 24,936 24,980
258620566 DOUBLELINE TOTAL RET 165,054 147,168
46429B267 ISHARES US TREASURY    
722005816 PIMCO INVESTMENT GRA    
464287226 ISHARES CORE US AGGR 46,445 46,648
464287432 ISHARES 20+ YEAR TRE 45,364 46,276

TY 2023 InvestmentsCorpStockSchedule
Name:
MOLDRUP FOUNDATION INC MA
EIN:
65-0316443
Name of Stock End of Year Book Value End of Year Fair Market Value
58933Y105 MERCK & CO INC    
907818108 UNION PAC CORP    
65339F101 NEXTERA ENERGY INC    
437076102 HOME DEPOT INC    
438516106 HONEYWELL INTERNATIO    
02079K305 ALPHABET INC CL A    
892356106 TRACTOR SUPPLY CO    
02079K107 ALPHABET INC CL C    
22160K105 COSTCO WHOLESALE COR    
693475105 PNC FINL SVCS GROUP    
594918104 MICROSOFT CORP    
166764100 CHEVRON CORP    
92826C839 VISA INC CL A    
91324P102 UNITEDHEALTH GROUP I    
931142103 WALMART INC    
883556102 THERMO FISHER SCIENT    
142339100 CARLISLE COS INC    
478160104 JOHNSON & JOHNSON    
499049104 KNIGHT-SWIFT TRANSN    
617446448 MORGAN STANLEY    
747525103 QUALCOMM INC    
22052L104 CORTEVA INC    
G8994E103 TRANE TECHNOLOGIES P    
023135106 AMAZON.COM INC    
031162100 AMGEN INC    
037833100 APPLE INC    
038222105 APPLIED MATERIALS IN    
09247X101 BLACKROCK INC    
345370860 FORD MOTOR CO DEL    
46266C105 IQVIA HOLDINGS INC    
46625H100 JP MORGAN CHASE & CO    
723787107 PIONEER NATURAL RESO    
74762E102 QUANTA SERVICES INC    
00130H105 AES CORP    
025537101 AMERICAN ELEC PWR IN    
032654105 ANALOG DEVICES INC    
036752103 ELEVANCE HEALTH INC    
084423102 WR BERKLEY CORP    
110122108 BRISTOL MYERS SQUIBB    
12514G108 CDW CORP    
127387108 CADENCE DESIGN SYSTE    
169656105 CHIPOTLE MEXICAN GRI    
20825C104 CONOCOPHILLIPS    
237266101 DARLING INGREDIENTS    
40412C101 HCA HEALTHCARE INC    
67103H107 O'REILLY AUTOMOTIVE    
713448108 PEPSICO INC    
718546104 PHILLIPS 66    
75513E101 RAYTHEON TECHNOLOGIE    
90384S303 ULTA BEAUTY INC    
92532F100 VERTEX PHARMACEUTICA    
G0450A105 ARCH CAPITAL GROUP L    
N6596X109 NXP SEMICONDUCTORS N    

TY 2023 InvestmentsOtherSchedule2
Name:
MOLDRUP FOUNDATION INC MA
EIN:
65-0316443
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
92206C755 VANGUARD MORTGAGE-BA      
87283A102 T. ROWE PRICE QM US      
233203843 DFA US SMALL CAP POR AT COST 36,514 44,828
464287507 ISHARES CORE S&P MID AT COST 24,829 35,475
22822V101 CROWN CASTLE INC      
233203371 DFA INTERNATIONAL CO      
277902235 EATON VANCE ATLANTA AT COST 60,827 76,141
31421N824 FEDERATED HERMES INT      
46653M849 JOHCM INTERNATIONAL AT COST 41,981 47,984
233203876 DFA INTERMEDIATE GOV      
256210105 DODGE & COX INCOME F AT COST 173,846 186,942
46137V357 INVESCO S&P 500 EQUA      
00771X419 GQG PARTNERS EMERGIN AT COST 26,219 29,434
04314H857 ARTISAN INTERNATIONA AT COST 57,534 62,943
19247U106 COHEN & STEERS INSTI AT COST 26,124 31,399
233203827 DFA US LARGE CAP VAL AT COST 59,930 67,034
38147N269 GOLDMAN SACHS GQG PA AT COST 44,947 50,623
41664T669 HARTFORD DIVIDEND & AT COST 61,372 68,850
464287200 ISHARES CORE S&P 500 AT COST 282,507 325,266
543488845 LOOMIS SAYLES GROWTH AT COST 26,759 30,166
78468R663 SPDR BLOOMBERG 1-3 M AT COST 82,437 82,068
921908844 VANGUARD DIVIDEND AP AT COST 63,163 70,886
92206C680 VANGUARD RUSSELL 100 AT COST 88,079 104,001

TY 2023 OtherDecreasesSchedule
Name:
MOLDRUP FOUNDATION INC MA
EIN:
65-0316443
Description Amount
RETURN OF CAPITAL ADJUSTMENT 29
2023 TRANSACTIONS POSTED IN 2024 813
COST BASIS ADJUSTMENT 154


TY 2023 OtherExpensesSchedule
Name:
MOLDRUP FOUNDATION INC MA
EIN:
65-0316443
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE 2 2   0


TY 2023 OtherIncreasesSchedule
Name:
MOLDRUP FOUNDATION INC MA
EIN:
65-0316443
Description Amount
2022 TRANSACTIONS POSTED IN 2023 711
2023 SALES POSTED IN 2024 192
RECOVERY OF PRIOR YEAR GRANTS 5,000


TY 2023 OtherProfessionalFeesSchedule
Name:
MOLDRUP FOUNDATION INC MA
EIN:
65-0316443
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 15,347 15,347    


TY 2023 TaxesSchedule
Name:
MOLDRUP FOUNDATION INC MA
EIN:
65-0316443
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 15 15   0
FEDERAL ESTIMATES - PRINCIPAL 693 0   0
FOREIGN TAXES ON QUALIFIED FOR 404 404   0
FOREIGN TAXES ON NONQUALIFIED 26 26   0