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
The Big D Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)1700 Sonoma Avenue
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Albany, CA94706
A Employer identification number

26-0726380
B Telephone number (see instructions)

(510) 528-4213
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$3,772,439J 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 16,952 16,952  
4 Dividends and interest from securities... 81,392 81,392  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -202,904
b Gross sales price for all assets on line 6a 4,928,163
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
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........ -104,560 98,344  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,950 295   2,655
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
22,262 22,262   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,193 2,193   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
50 0   50
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 27,455 24,750   2,705
25 Contributions, gifts, grants paid....... 190,000 190,000
26 Total expenses and disbursements. Add lines 24 and 25 217,455 24,750   192,705
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -322,015
b Net investment income (if negative, enter -0-) 73,594
c Adjusted net income (if negative, enter -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......... 24,446 50,097 50,097
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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 arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 562,757 Click to see attachment
List of Attached Documents:
// Content
562,512 		562,512
b Investments—corporate stock (attach schedule)....... 2,287,626 Click to see attachment
List of Attached Documents:
// Content
2,476,199 		2,476,199
c Investments—corporate bonds (attach schedule)....... 659,638 Click to see attachment
List of Attached Documents:
// Content
683,631 		683,631
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans............. 36,729 0 0
13 Investments—other (attach schedule).......... 30,861 0 0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,602,057 3,772,439 3,772,439
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 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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 3,602,057 3,772,439
29 Total net assets or fund balances (see instructions)..... 3,602,057 3,772,439
30 Total liabilities and net assets/fund balances (see instructions). 3,602,057 3,772,439
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
3,602,057
2
Enter amount from Part I, line 27a .....................
2
-322,015
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
492,397
4
Add lines 1, 2, and 3 ..........................
4
3,772,439
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
3,772,439
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 P 2022-12-31 2023-12-31
b Publicly Traded Securities P 2023-01-01 2023-12-31
c Capital Gains Dividends P    
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 2,644,992   2,815,763 -170,771
b 2,282,245   2,315,304 -33,059
c 926     926
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       -170,771
b       -33,059
c       926
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 -202,904
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,023
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,023
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,023
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 7,722
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,722
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 6,699
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow6,699 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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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 arrowCT, CA
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 arrowKent C Kendall Telephone no.right arrow (510) 528-4213

Located atright arrow1700 Sonoma AvenueAlbanyCA ZIP+4right arrow94706
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)
Yes
 
(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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Kent C Kendall Trustee
1.00 		0 0 0
1700 Sonoma Avenue
Albany,CA94706
Lilah Kendall Trustee
1.00 		0 0 0
1700 Sonoma Avenue
Albany,CA94706
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 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
3,548,760
b
Average of monthly cash balances.......................
1b
82,514
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,631,274
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
3,631,274
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
54,469
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,576,805
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
178,840
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
178,840
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,023
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,023
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
177,817
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
177,817
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
177,817
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
192,705
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
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
192,705
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 7 177,817
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 187,147
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......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 192,705
a Applied to 2022, but not more than line 2a 187,147
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..... 5,558
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		172,259
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....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
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).)
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

The Medical University of South Carolina Foundation

18 Bee Street MSC 450
Charleston,SC29425 		N/A PC EDS Research in Regenerative Medicine 190,000
Total .................................right arrow 3a 190,000
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 16,952  
4 Dividends and interest from securities ....     14 81,392  
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 -202,904  
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) .. 0 -104,560 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
-104,560
(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:
The Big D Foundation
EIN:
26-0726380
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Accounting Fees 2,950 295   2,655

TY 2023 InvestmentsCorpBondsSchedule
Name:
The Big D Foundation
EIN:
26-0726380
Name of Bond End of Year Book Value End of Year Fair Market Value
5.585.000 units JPST 280,535 280,535
23000 units AT&T 1.7% 21,519 21,519
17000 units Oracle Corp 1.65% 15,868 15,868
23000 units Bank of America 1.197% 21,368 21,368
23000 units Goldman Sachs 1.431% 21,213 21,213
23000 units Bank of America 1.658% 21,286 21,286
13000 units BP Capital Markets 3.588% 12,627 12,627
14000 units JP Morgan Chase 1.578% 12,925 12,925
31000 units Citigroup 1.462% 28,378 28,378
26000 units BP Capital Markets 3.279% 25,023 25,023
15000 units JP Morgan Chase 1.47% 13,638 13,638
23000 units Goldman Sachs 1.948% 21,058 21,058
13000 units Amgen 2.45% 11,529 11,529
22000 units Metlife 4.55% 22,168 22,168
8000 units Oracle Corp 2.95% 7,224 7,224
8000 units Equinor ASA 3.125% 7,537 7,537
30000 units Shell International 2.75% 27,426 27,426
22000 units Equinor ASA 2.375% 19,690 19,690
22000 units Astrazeneca 1.375% 18,337 18,337
17000 units Blackrock Inc 1.9% 14,359 14,359
9000 units AT&T 2.25% 7,437 7,437
7000 units Goldman Sachs Group 2.383% 5,753 5,753
12000 units Citigroup Inc 2.52% 9,902 9,902
14000 units JP Morgan Chase 2.545% 11,700 11,700
27000 units US Bancorp 2.677% 22,559 22,559
Accrued interest - corporate bonds 2,572 2,572

TY 2023 InvestmentsCorpStockSchedule
Name:
The Big D Foundation
EIN:
26-0726380
Name of Stock End of Year Book Value End of Year Fair Market Value
6.805 units AOS 561 561
79.887 units ABBNY 3,545 3,545
4.061 units AYI 832 832
10.307 units ADDYY 1,048 1,048
24.289 units ADNT 883 883
12.513 units ADBE 7,465 7,465
130.000 units ANYYY 2,357 2,357
74.685 units AAGIY 2,603 2,603
98.032 units AIQUY 3,814 3,814
60.093 units EADSY 2,320 2,320
144.000 units AKZOY 3,967 3,967
3.907 units ALRM 252 252
65.079 units ALC 5,084 5,084
2.874 units ALGT 237 237
2.135 units ALLE 270 270
110.000 units ALIZY 2,940 2,940
2.792 units AMR 946 946
2414.000 units ALSMY 3,249 3,249
57.606 units AMADY 4,129 4,129
85.730 units AMZN 13,026 13,026
5.157 units DOX 453 453
9.481 units AMED 901 901
37.436 units AMX 693 693
7.891 units AMP 2,997 2,997
9.055 units AMGN 2,608 2,608
70.753 units BUD 4,572 4,572
8.849 units ANSS 3,211 3,211
16.574 units APA 595 595
14.175 units APLS 849 849
8.602 units APG 298 298
13.204 units APLE 219 219
40.798 units AAPL 7,855 7,855
18.120 units APTV 1,626 1,626
18.281 units AROC 282 282
16.391 units ARCT 517 517
17.825 units ASC 251 251
9.634 units ASML 7,292 7,292
121.000 units ASAZY 1,743 1,743
113.000 units AZN 7,611 7,611
7.004 units TEAM 1,666 1,666
21.849 units ATO 2,532 2,532
10.868 units ADSK 2,646 2,646
83.216 units AXAHY 2,711 2,711
23.259 units BMRRY 670 670
4.359 units BMI 673 673
1.727 units BCPC 257 257
307.000 units BBD 1,075 1,075
30.544 units OZK 1,522 1,522
569.000 units BCS 4,484 4,484
106.000 units BAYRY 984 984
11.775 units BECN 1,025 1,025
3.543 units BGNE 639 639
2.347 units BDC 181 181
11.950 units BHP 816 816
8.229 units BL 517 517
19.955 units BX 2,613 2,613
17.691 units BLMN 498 498
34.072 units BNPQY 1,178 1,178
6.180 units BAH 790 790
11.061 units BWA 397 397
165.000 units BP 5,841 5,841
6.025 units BCO 530 530
147.000 units BTI 4,306 4,306
13.920 units WHD 632 632
7.096 units CNI 891 891
27.435 units CP 2,169 2,169
37.342 units CGEMY 1,557 1,557
22.414 units COF 2,939 2,939
481.000 units CRRFY 1,760 1,760
12.915 units CARS 245 245
4.418 units CELH 241 241
6.676 units CCS 608 608
13.559 units CDAY 910 910
6.721 units CTLS 916 916
3.094 units CRUS 257 257
8.508 units CIVI 582 582
20.822 units CNX 416 416
38.538 units KO 2,271 2,271
18.705 units CBSH 999 999
3.277 units CVLT 262 262
143.000 units CFRUY 1,967 1,967
11.808 units CODI 265 265
63.039 units CMPGY 1,725 1,725
6.559 units CNMD 718 718
10.180 units CEIX 1,024 1,024
7.782 units STZ 1,881 1,881
20.834 units CORT 677 677
60.246 units CTVA 2,887 2,887
84.961 units CTRA 2,168 2,168
18.707 units COTY 232 232
23.332 units COIHY 751 751
14.322 units CCI 1,650 1,650
1.238 units CSWI 257 257
13.157 units CFR 1,427 1,427
13.757 units CUBI 793 793
50.859 units DSNKY 1,397 1,397
80.342 units DKILY 1,310 1,310
10.660 units DHR 2,466 2,466
378 units DANOY 4,900 4,900
18.185 units DASTY 889 889
20.603 units DBSDY 2,087 2,087
162.000 units DTEGY 3,892 3,892
22.534 units DEO 3,282 3,282
5.936 units DIOD 478 478
65.605 units DNBBY 1,395 1,395
14.843 units DFH 527 527
11.918 units DSDVY 1,047 1,047
2.911 units DUOL 660 660
33.389 units DVAX 467 467
5.406 units EXP 1,097 1,097
8.272 units EWBC 595 595
2.595 units EGP 476 476
13.685 units ETN 3,296 3,296
11.596 units ECL 2,300 2,300
3.225 units LLY 1,880 1,880
12.632 units EHC 843 843
3.814 units WIRE 815 815
610.000 units ENLAY 4,535 4,535
6.591 units ENR 209 209
112.000 units ENGIY 1,969 1,969
8.548 units ENOV 479 479
2.189 units ENTG 262 262
106.000 units EPOKY 2,127 2,127
11.287 units EQT 436 436
3.023 units EQIX 2,435 2,435
26.065 units ELS 1,839 1,839
27.206 units ESLOY 2,729 2,729
15.547 units EL 2,274 2,274
7.128 units EVR 1,219 1,219
11.922 units EVTC 488 488
12.758 units EXAS 944 944
5.061 units EXPO 446 446
215.000 units FANUY 3,162 3,162
8.625 units FFIN 261 261
51.756 units FHN 733 733
16.174 units FBRT 219 219
45.402 units FJTSY 1,370 1,370
9.082 units GIII 309 309
8.996 units GD 2,336 2,336
60.769 units GMAB 1,935 1,935
75.553 units GNW 505 505
23.915 units GVDNY 1,980 1,980
90.038 units GSK 3,337 3,337
7.385 units HAE 631 631
12.201 units HWC 593 593
6.209 units HRMY 201 201
29.869 units HDB 2,005 2,005
11.816 units HQY 783 783
27.868 units HP 1,009 1,009
15.046 units HSIC 1,139 1,139
7.123 units HESAY 1,510 1,510
5.623 units HGV 226 226
8.339 units HTHIY 1,203 1,203
10.426 units HON 2,186 2,186
6.093 units HKXCY 209 209
6.202 units HLI 744 744
54.206 units IBDRY 2,843 2,843
47.683 units IMBBY 1,098 1,098
106.000 units IDEXY 2,308 2,308
24.255 units IFNNY 1,013 1,013
183.000 units ING 2,749 2,749
4.635 units NSP 543 543
5.388 units IBP 985 985
38.397 units INTC 1,929 1,929
5.953 units ICE 765 765
8.427 units ITCI 604 604
3.516 units INTU 2,198 2,198
9.358 units ISRG 3,157 3,157
6.776 units IPGP 735 735
16.923 units ITOCY 1,385 1,385
10.522 units JBL 1,341 1,341
15.881 units JHG 479 479
6.085 units JLL 1,149 1,149
110.00 units PPRUY 4,848 4,848
4.890 units KYCCF 2,155 2,155
115.000 units KGFHY 713 713
331.000 units KKPNY 1,140 1,140
158.000 units PHG 3,686 3,686
23.592 units LRLCY 2,349 2,349
6.108 units LSTR 1,183 1,183
8.368 units LEA 1,182 1,182
110.000 units LGGNY 1,761 1,761
25.482 units LEN 3,798 3,798
25.821 units LNC 696 696
3.976 units LIVN 206 206
120.000 units LNSTY 3,547 3,547
23.665 units LZAGY 995 995
9.493 units LOW 2,113 2,113
11.496 units LVMUY 1,863 1,863
2.463 units MKSI 253 253
13.630 units MMC 2,582 2,582
7.091 units MLM 3,537 3,537
7.962 units MARUY 1,259 1,259
19.293 units MDT 1,589 1,589
1.371 units MELI 2,155 2,155
22.854 units MRK 2,492 2,492
23.245 units META 8,228 8,228
112.000 units MGDDY 2,008 2,008
34.972 units MCHP 3,154 3,154
50.661 units MSFT 19,051 19,051
3.806 units MIDD 560 560
176.000 units MUFG 1,515 1,515
52.651 units MNST 3,033 3,033
10.413 units MTUAY 1,123 1,123
353.000 units MRAAY 3,747 3,747
191.000 units NWG 1,075 1,075
13.199 units NAVI 246 246
19.854 units NSRGY 2,300 2,300
6.871 units NTES 640 640
11.086 units NFLX 5,398 5,398
9.802 units NBIX 1,292 1,292
29.826 units NEE 1,812 1,812
2.576 units NICE 514 514
38.498 units NJDCY 389 389
24.210 units NKE 2,628 2,628
51.095 units NTTYY 1,557 1,557
78.355 units NCLTY 1,049 1,049
114.000 units NOK 390 390
48.575 units NRILY 1,413 1,413
23.894 units NVS 2,413 2,413
52.323 units NVO 5,413 5,413
18.875 units NVDA 9,347 9,347
12.473 units OI 204 204
15.189 units ONB 257 257
5.449 units ONTO 833 833
13.777 units OSK 1,494 1,494
2.314 units OXM 231 231
13.650 units PANW 4,025 4,025
8.717 units PH 4,016 4,016
46.134 units PTEN 498 498
34.045 units PYPL 2,091 2,091
7.136 units PRFT 470 470
3.054 units PIPR 534 534
12.706 units PNC 1,967 1,967
8.660 units POWI 711 711
10.093 units PRVA 232 232
13.119 units PG 1,922 1,922
176.000 units PUK 3,951 3,951
16.126 units PHM 1,665 1,665
18.486 units QCOM 2,674 2,674
21.229 units RPM 2,370 2,370
14.244 units RRC 434 434
407.000 units RBGLY 5,624 5,624
174.000 units RCRUY 1,472 1,472
5.212 units RRR 278 278
7.119 units REG 477 477
103.000 units RELX 4,085 4,085
1.185 units RNR 232 232
6.856 units RGEN 1,233 1,233
12.993 units RIO 967 967
122.000 units RHHBY 4,420 4,420
2107.000 units RYCEY 8,051 8,051
24.422 units RTX 2,055 2,055
58.698 units RWEOY 2,670 2,670
13.925 units RXST 561 561
16.587 units RYAAY 2,212 2,212
8.337 units SPGI 3,673 3,673
88.213 units SAFRY 3,885 3,885
12.710 units CRM 3,345 3,345
13.018 units SDVKY 282 282
51.593 units SNY 2,566 2,566
50.906 units SAP 7,869 7,869
86.752 units SVNDY 1,721 1,721
58.481 units SHEL 3,848 3,848
10.152 units SHW 3,166 3,166
4.026 units FOUR 299 299
116.000 units SHECY 2,434 2,434
12.387 units SHOP 965 965
75.739 units SXYAY 2,463 2,463
18.425 units STR 433 433
9.278 units SKX 578 578
10.333 units SKY 767 767
3.887 units SMECF 2,091 2,091
26.834 units SONY 2,541 2,541
14.740 units SPB 1,176 1,176
8.984 units SPLK 1,369 1,369
26.970 units SFM 1,298 1,298
46.770 units STM 2,344 2,344
96.691 units SAUHY 1,558 1,558
8.539 units SYK 2,557 2,557
113.000 units SMFG 1,094 1,094
25.519 units SYY 1,866 1,866
25.977 units TSM 2,702 2,702
154.000 units TAK 2,197 2,197
18.966 units TGT 2,701 2,701
29.300 units TTDKY 1,396 1,396
5.128 units TDY 2,288 2,288
69.153 units TCEHY 2,613 2,613
7.809 units TEX 449 449
24.006 units TRUMY 787 787
5.202 units TSLA 1,292 1,292
17.075 units TXT 1,373 1,373
15.589 units TFII 2,120 2,120
11.515 units SMG 734 734
7.764 units TMO 4,121 4,121
19.510 units TOELY 1,747 1,747
66.745 units TTE 4,497 4,497
49.959 units TWO 696 696
59.369 units USB 2,569 2,569
2.342 units USPH 218 218
49.719 units UBER 3,061 3,061
24.386 units UBS 753 753
3.535 units UMBF 295 295
92.522 units UNICY 669 669
300.000 units UNCRY 4,070 4,070
31.119 units UL 1,509 1,509
9.440 units UNP 2,319 2,319
11.770 units UPS 1,851 1,851
9.735 units UNH 5,125 5,125
7.522 units OLED 1,439 1,439
13.864 units URBN 495 495
32.325 units SLCA 366 366
90.264 units UOVEY 3,894 3,894
127.000 units VLEEY 976 976
3.000 units VLTO 247 247
62.974 units VCISY 1,977 1,977
28.115 units V 7,320 7,320
27.265 units VSH 653 653
4.548 units GWW 3,769 3,769
2.507 units WD 278 278
9.176 units WDAY 2,533 2,533
9.246 units WH 743 743
7.896 units WYNN 719 719
33.609 units XEL 2,081 2,081
40.714 units XRX 746 746
21.830 units XYL 2,496 2,496
10.610 units YELP 502 502
12.554 units ZTS 2,478 2,478
1073.000 units IEFA 75,485 75,485
1027.000 units IEMG 51,946 51,946
241.000 units IVV 115,108 115,108
1814.000 units IUSG 188,837 188,837
1518.000 units IUSV 128,013 128,013
1602.000 units SPMD 78,049 78,049
3052.663 units AHLYX 30,069 30,069
2348.528 units BILPX 23,462 23,462
1877.489 units BDMIX 23,713 23,713
3939.742 units BIMBX 38,767 38,767
2072.599 units DRRIX 30,965 30,965
1340.261 units CMNIX 19,005 19,005
1488.618 units CSSPX 77,423 77,423
756.539 units DHLSX 20,374 20,374
1578.843 units DEVDX 19,514 19,514
7763.000 units FCSPX 78,329 78,329
1245.000 units FHYSX 14,454 14,454
1143.000 units FIBPX 14,127 14,127
56554.000 units FMBPX 482,405 482,405
6221.083 units SEMNX 97,173 97,173
2932.585 units JDJIX 25,953 25,953
725.852 units JHEQX 20,491 20,491
1577.873 units LOTIX 17,262 17,262
1402.362 units NLSIX 24,471 24,471
5198.276 units PCRPX 66,746 66,746
2038.045 units PPCRX 19,259 19,259
4837.287 units PMZPX 45,470 45,470
2010.420 units TSIIX 22,878 22,878

TY 2023 InvestmentsGovtObligationsSch
Name:
The Big D Foundation
EIN:
26-0726380
US Government Securities - End of Year Book Value:

562,512
US Government Securities - End of Year Fair Market Value:

562,512
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 OtherExpensesSchedule
Name:
The Big D Foundation
EIN:
26-0726380
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
State Filing Fees 50 0   50


TY 2023 OtherIncreasesSchedule
Name:
The Big D Foundation
EIN:
26-0726380
Description Amount
Unrealized Gain on Investments 492,397


TY 2023 OtherProfessionalFeesSchedule
Name:
The Big D Foundation
EIN:
26-0726380
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Fees 22,262 22,262   0


TY 2023 TaxesSchedule
Name:
The Big D Foundation
EIN:
26-0726380
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Foreign Taxes 2,193 2,193   0