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
PUFFIN FOUNDATION WEST LTD
C/O JUDITH KITRICK
Number and street (or P.O. box number if mail is not delivered to street address)320 ST ALBANS DRIVE 1903
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
RALEIGH, NC276098430
A Employer identification number

27-2753994
B Telephone number (see instructions)

(614) 499-3632
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$1,161,984J 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 6 6  
4 Dividends and interest from securities... 51,444 51,444  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -636,039
b Gross sales price for all assets on line 6a 3,498,527
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)....... Click to see attachment
List of Attached Documents:
// Content
110 110  
12 Total. Add lines 1 through 11........ -584,479 51,560  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 97,500 0   68,250
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 7,513 0   5,259
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
18,000 9,000   9,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
3,653 3,653   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
7,000 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 90 0   72
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
10,112 0   8,647
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 143,868 12,653   91,228
25 Contributions, gifts, grants paid....... 2,345,200 2,345,200
26 Total expenses and disbursements. Add lines 24 and 25 2,489,068 12,653   2,436,428
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,073,547
b Net investment income (if negative, enter -0-) 38,907
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............. 56,835 611,529 611,529
2 Savings and temporary cash investments.........      
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)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,462,033 Click to see attachment
List of Attached Documents:
// Content
550,455 		550,455
14 Land, buildings, and equipment: basis right arrow1,900
Less: accumulated depreciation (attach schedule) right arrow1,900 109 Click to see attachment
List of Attached Documents:
// Content
0 		0
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,518,977 1,161,984 1,161,984
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........... 3,518,977 1,161,984
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,518,977 1,161,984
30 Total liabilities and net assets/fund balances (see instructions). 3,518,977 1,161,984
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
3,518,977
2
Enter amount from Part I, line 27a .....................
2
-3,073,547
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
716,663
4
Add lines 1, 2, and 3 ..........................
4
1,162,093
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
109
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,161,984
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 (UBS 56718) P    
b PUBLICLY TRADED SECURITIES (UBS 56755) P    
c PUBLICLY TRADED SECURITIES (UBS 56761) 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 851,164   1,293,930 -442,766
b 775,298   753,424 21,874
c 1,872,065   2,087,104 -215,039
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       -442,766
b       21,874
c       -215,039
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 -635,931
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) 1 541
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........................... 3 541
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- ..... 5 541
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 3,000
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 3,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,459
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow2,459 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 arrowOH
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 arrowWWW.PUFFINWEST.ORG
14
The books are in care ofright arrowJUDITH KITRICK Telephone no.right arrow (614) 499-3632

Located atright arrow320 ST ALBANS DRIVE UNIT 1903RALEIGHNC ZIP+4right arrow276098430
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)
Yes
 
(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
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
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
JUDITH KITRICK PRESIDENT
50.00 		97,500 0 0
320 ST ALBANS DRIVE UNIT 1903
RALEIGH,NC276098430
MARK KITRICK SECRETARY/TREASURER
5.00 		0 0 0
320 ST ALBANS DRIVE UNIT 1903
RALEIGH,NC276098430
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 GRANTS AND AWARDS FOR THE FURTHERANCE OF THE ARTS. AWARDS WERE GIVEN TO 79 BENEFICIARIES. DETAIL IS AVAILABLE UPON REQUEST. 2,345,200
2 ADVERTISING/SHOWS & SALARIES RELATED PREDOMINATELY TO OPERATIONS OF ART, MUSIC, DRAMA & OTHER CULTURAL EVENTS INCLUDING, BUT NOT LIMITED TO EXHIBITS & OTHER FUNCTIONS. 91,228
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 NONE 0
2  
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
0
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
1,456,118
b
Average of monthly cash balances.......................
1b
645,002
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,101,120
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
2,101,120
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
31,517
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,069,603
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
103,480
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
103,480
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
541
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
541
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
102,939
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
102,939
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
102,939
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
2,436,428
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
2,436,428
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 7 102,939
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 169,477
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$ 2,436,428
a Applied to 2022, but not more than line 2a 169,477
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..... 102,939
e Remaining amount distributed out of corpus 2,164,012
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 2,164,012
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 ...... 		2,164,012
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.... 2,164,012
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 e-mail address of the person to whom applications should be addressed:
PUFFIN FOUNDATION WEST LTD CO JUDIT
320 ST ALBANS DRIVE UNIT 1903
RALEIGH,NC276098430
(614) 499-3632
PUFFINOH@COLUMBUS.RR.COM
bThe form in which applications should be submitted and information and materials they should include:
THE APPLICATION MUST BE MAILED AND SIGNED HARD COPY ON THE GRANT APPLICATION WHICH CAN BE FOUND ON THE ORGANIZATION'S WEBSITE AT WWW.PUFFINWEST.ORG.
cAny submission deadlines:
EARLY SEPTEMBER - LATE DECEMBER
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANT PROPOSALS/APPLICATIONS MUST COMPORT WITH OUR MISSIONS STATEMENT.
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

54 BELOW INC

254 WEST 54TH STREET
NEW YORK,NY10019 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 50,000

A MINDFULL MOMENT THE WELL

211 POPLAR STREET
BELLEVUE,KY41073 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 650

AND-HOF SANCTUARY FOR FARM ANIMALS

25 FEATHERSTONE ROAD
CATSKILL,NY12414 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 4,000

ANNE FRANK CENTER - UNIVERSITY OF SOUTH CAROLINA EDUCATIONAL FOUNDATION

1027 BARNWELL STREET
COLUMBIA,SC29268 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 5,000

ANNE FRANK CENTER USA

244 FIFTH AVENUE SUITE J220
NEW YORK,NY10001 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 210,000

ANOTHER CHANCE RANCH DOMESTIC ANIMAL SANCTUARY INC

N2567 STATE ROAD 67
NEOSHO,WI53059 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 4,000

ARIZONA STATE UNIVERSITY FOUNDATION FOR A NEW AMERICAN UNIVERSITY

1551 SOUTH RURAL ROAD
TEMPE,AZ85287 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 25,000

ARTREACH INC

1315 WALNUT STREET
PHILADELPHIA,PA19107 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 3,000

ARTS ACCESS INC

3900 MERTON DRIVE SUITE 150
RALEIGH,NC27609 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 10,000

AUSTIN FARM SANCTUARY

1165 OLD PINE OAK ROAD
PAIGE,TX78659 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 10,000

AVANT BARD THEATRE CO WASHINGTON SHAKESPEARE COMPANY OF ARLINGTON VA

3700 SOUTH FOUR MILE RUN DRIVE
ARLINGTON,VA22296 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 1,000

BACKBONE CAMPAIGN

PO BOX 278
VASHON,WA98070 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 100,000

BIRD TREAMENT AND LEARNING CENTER

15510 OLD SEWARD HIGHWAY
ANCHORAGE,AK99516 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 5,000
BUNDITH PHUNSOMBATLERT


181 GREEN STREET APT 3R
BROOKLYN,NY11222 		NONE I FURTHERANCE OF THE ARTS. 2,700

CENTRAL COMMUNITY HOUSE OF COLUMBUS INC

1150 EAST MAIN STREET
COLUMBUS,OH43205 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 15,000

CONCORD COUNSELING SERVICES

700 BROOKSEDGE BLVD
WESTERVILLE,OH43081 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 5,000

COTTONTAIL COTTAGE FARM SANCTUARY

471 MILBRIDGE ROAD
CHERRYFIELD,ME04622 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 4,000

DOLPHIN RESEARCH CENTER

58901 OVERSEAS HIGHWAY
GRASSY KEY,FL33050 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 200,000

DREAM CATCHER STABLES INC

PO BOX 1454
SPRING,TX77383 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 4,000

DUBLIN ARTS COUNCIL

7125 RIVERSIDE DRIVE
DUBLIN,OH43016 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 55,000

DUKE UNIVERSITY

PO BOX 104132
DURHAM,NC27708 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 275,000

EMMANU WHEEL

PO BOX 1626
LEXINGTON,SC29071 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 3,000

EXTREME KIDS AND CREW INC

249 SMITH STREET SUITE 175
BROOKLYN,NY11213 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 3,000

FAIRMONT STATE UNIVERSITY

1201 LOCUST AVENUE
FAIRMONT,WV26554 		NONE GOV UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 1,150

FRIENDS OF CASA OF FRANKLIN COUNTY

7652 SAWMILL ROAD UNIT 154
DUBLIN,OH43016 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 5,000

FULL CIRCLE FARM SANCTUARY OF WESTERN NORTH CAROLINA INC

961 WHITE HOUSE PARKWAY
WARM SPRINGS,GA31830 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 4,000

GRACE FARM ANIMAL RESCUE AND SANCTUARY

122 BILLINGSLEY LANE
ISLANDTON,SC29929 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 4,000

GRASSLAND BIRD TRUST INC

12 SPRING STREET SUITE 1W
SCHULYERVILLE,NY12871 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 3,000

HELPING PAWS ANIMAL SANCTUARY

10060 MALLORY PARKWAY EAST UNIT D
SAINT JAMES CITY,FL33956 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 5,000

INTERFAITH ASSOCIATION OF CENTRAL OHIO

65 JEFFERSON AVENUE
COLUMBUS,OH43215 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 50,000

INTERNATIONAL CENTER FOR THE PRESERVATION OF WILD ANIMALS INC

14000 INTERNATIONAL ROAD
CUMBERLAND,OH43732 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 125,000

JUNIOR LEAGUE OF RALEIGH

711 HILLSBOROUGH STREET
RALEIGH,NC27603 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 3,000
KATHLEEN LOWSON


550 FLORIDA CLUB BOULEVARD UNIT 302
ST AUGUSTINE,FL32084 		NONE I FURTHERANCE OF THE ARTS. 3,500

LAKE ERIE INK- A WRITING SPACE FOR YOUTH

2843 WASHINGTON BLVD
CLEVELAND HEIGHTS,OH44118 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 2,500

LAKOTA LANGUAGE CONSORTIUM INC AKA THE LANGUAGE CONSERVANCY

1720 NORTH KINSER PIKE
BLOOMINGTON,IN47404 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 100,000

LATSKY DANCE INC

400 WEST 43RD STREET SUITE 215
NEW YORK,NY10036 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 4,000

LIFE WITH PIGS

195 MAXTON LANE
WILLIAMSBURG,VA23188 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 10,000

LITTLE SISTERS OF THE POOR OF CHICAGO INC ST MARYS HOME

2325 NORTH LAKEWOOD AVENUE
CHICAGO,IL60614 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 5,000

LOVING FARM ANIMAL SANCTUARY

6060 VISTA DEL PASO
PASO ROBLES,CA93446 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 10,000

MAD HATTER FARM LTD

1602 HINTON WILSON ROAD
HARLEM,GA30814 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 3,000

MILLION MEAL MOVEMENT

9250 CORPORATION DRIVE SUITE 300
INDIANAPOLIS,IN46256 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 4,000
MIRRA SHAPIRO


876 BRIARWOOD ROAD
NEWTOWN SQUARE,PA19073 		NONE I FURTHERANCE OF THE ARTS. 1,200

MORE PERFECT UNION FOUNDATION

3033 WILSON BOULEVARD SUITEE-558
ARLINGTON,VA22201 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 25,000

NATIONAL AUDOBON SOCIETY

225 VARICK STREET 7TH FLOOR
NEW YORK,NY10014 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 25,000

NORTH CAROLINA MUSEUM OF ART FOUNDATION

4630 MALL SERVICE CENTER
RALEIGH,NC27699 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 120,000

NORTH CAROLINA SYMPHONY SOCIETY INC

3700 GLENWOOD AVENUE
RALEIGH,NC27612 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 65,000

NORTH SHORE MUSIC ALLIANCE INC

3065 PHEASANT CREEK DRIVE
NORTHBROOK,IL60062 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 25,000

OHIO CITIZEN ACTION EDUCATION FUND

1511 BROOKPARK ROAD
CLEVELAND,OH44109 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 100,000

OHIODANCE

77 SOUTH HIGH STREET
COLUMBUS,OH43215 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 15,000

OMNIUM CIRCUS CIRCU SENSE INC

423 ATLANTIC AVENUE UNIT 1E
BROOKLYN,NY11217 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 3,000

OUT OF HAND THEATRE

764 MEMORIAL DRIVE SUITE 103
ATLANTA,GA30316 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 1,500

QUEEN CITY CHAMBER OPERA

603 HAWTHORNE AVENUE
CINCINNATI,OH45205 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 80,000

RAMP ACCESS MADE POSSIBLE BY STUDENTS

1114 WESTBRIAR DRIVE SUITE D
RICHMONAD,VA23238 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 3,000

RELIGIONS FOR PEACE USA

6867 CONQUISTADOR COURT
DUBLIN,OH43017 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 5,000

REVITALIZE T-TOWN INC

14 EAST 7TH STREET
TULSA,OK74119 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 3,000

SAVE OUR SEABIRDS INC

1708 KEN THOMPSON PARKWAY
SARASOTA,FL34236 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 4,000

SERVANTS AT WORK INC

8427 ZIONSVILLE ROAD
INDIANAPOLIS,IN46268 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 3,000

SHADY OAKS CAMP FOR PEOPLE WITH DISABILITIES

16300 SOUTH PARKER ROAD
HOMER GLEN,IL60491 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 3,000

ST MARY'S HOME - LITTLE SISTERS OF THE POOR

2325 NORTH LAKEWOOD AVENUE
CHICAGO,IL60614 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 10,000

STEAMPUNK FARMS RESCUE BARN

36013 OLD WILSON ROAD
RANCHITA,CA92066 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 5,000

SYLVAN HEIGHTS WATERFOWL PARK AND ECO-CENTER INC

PO BOX 368
SCOTLAND NECK,NC27874 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 150,000

TEXAS RAMP PROJECT

PO BOX 832065
RICHARDSON,TX75083 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 3,000

THE ANIMAL RESCUE MISSION

1125 NORTH FAIRFAX AVENUE UNIT
461572
W HOLLYWOOD,CA90046 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 5,000

THE ARC OF HIGH POINT

153 BELLEVUE DRIVE
HIGH POINT,NC27265 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 3,000

THE EMILY KRZYZEWSKI FAMILY LIFE CENTER

904 CHAPEL HILL STREET
DURHAM,NC27701 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 15,000

THE HILLTOP COLLECTIVE FKA SUMMER JAM WEST INC

3195 PARKSIDE ROAD
COUMBUS,OH43204 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 2,000

THE MOVEMENT PROJECT INC

21547 LORAIN ROAD
FAIRVIEW PARK,OH44126 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 2,000

THE UMSTEAD COALITION

PO BOX 10654
RALEIGH,NC27605 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 15,000

TOMTEN FARM & SANCTUARY OF NEW HAMPSHIRE

PO BOX 85
HAVERHILL,NH03765 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 4,000

UNC HEALTH FOUNDATION

123 WEST FRANKLIN STREET SUITE 3510
CHAPEL HILL,NC27516 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 250,000

WAVE POOL CORP

2940 COLERAIN AVENUE
CINCINNATI,OH45225 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 2,000

WE CARE ARTS INC

3035 WILMINGTON PIKE
DAYTON,OH45429 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 4,000

WELLTONE NEW MUSIC INC

20 VESEY STREET
NEW YORK,NY10007 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 40,000

WHEEL TO WALK FOUNDAITON

PO BOX 20146
PORTLAND,OR97294 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 3,000

WHEELCHAIRS 4 KIDS INC

1976 SOUTH PINELLAS AVENUE
TARPON SPRINGS,FL34689 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 3,000

WHEELCHAIRS FOR WARRIORS

PO BOX 2911
LEAGUE CITY,TX77574 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 4,000

WHYARTS INC

6001 DODGE STREET UNIT 126-E
OMAHA,NE68182 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 3,000

YOUTH IN ARTS

917 C STREET
SAN RAFAEL,CA94901 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 3,000

ZIGGY'S HAVEN BIRD SANCTUARY INC

84 NORTH FLORIDA AVENUE
INVERNESS,FL34453 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 1,000
Total .................................right arrow 3a 2,345,200
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 6  
4 Dividends and interest from securities ....     14 51,444  
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 -636,039  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aMISCELLANEOUS INCOME 		    14 110  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 -584,479 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
-584,479
(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:
PUFFIN FOUNDATION WEST LTD
 
C/O JUDITH KITRICK
EIN:
27-2753994
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 18,000 9,000   9,000

TY 2023 AllOthProgRltdInvestmentsSch
Name:
PUFFIN FOUNDATION WEST LTD
 
C/O JUDITH KITRICK
EIN:
27-2753994
Category Amount
NONE 0

TY 2023 InvestmentsOtherSchedule2
Name:
PUFFIN FOUNDATION WEST LTD
 
C/O JUDITH KITRICK
EIN:
27-2753994
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
UBS 56718 FMV 550,455 550,455

TY 2023 LandEtcSchedule2
Name:
PUFFIN FOUNDATION WEST LTD
 
C/O JUDITH KITRICK
EIN:
27-2753994
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
COMPUTER EQUIPMENT 1,900 1,900 0  


TY 2023 OtherDecreasesSchedule
Name:
PUFFIN FOUNDATION WEST LTD
 
C/O JUDITH KITRICK
EIN:
27-2753994
Description Amount
BOOK TO TAX DIFFERENCE-DEPRECIATION 109


TY 2023 OtherExpensesSchedule
Name:
PUFFIN FOUNDATION WEST LTD
 
C/O JUDITH KITRICK
EIN:
27-2753994
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
COMPUTER SUPPLIES 1,750 0   1,400
INSURANCE 860 0   0
MEALS 196 0   196
OFFICE SUPPLIES 402 0   322
PAYROLL PROCESSING FEES 438 0   350
POSTAGE 434 0   347
STATE REGISTRATION FEES 200 0   200
STORAGE 2,382 0   2,382
WEBSITE 3,450 0   3,450


TY 2023 OtherIncomeSchedule2
Name:
PUFFIN FOUNDATION WEST LTD
 
C/O JUDITH KITRICK
EIN:
27-2753994
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MISCELLANEOUS INCOME 110 110 110


TY 2023 OtherIncreasesSchedule
Name:
PUFFIN FOUNDATION WEST LTD
 
C/O JUDITH KITRICK
EIN:
27-2753994
Description Amount
UBS UNREALIZED GAIN/LOSS 716,663


TY 2023 OtherProfessionalFeesSchedule
Name:
PUFFIN FOUNDATION WEST LTD
 
C/O JUDITH KITRICK
EIN:
27-2753994
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 3,653 3,653   0


TY 2023 TaxesSchedule
Name:
PUFFIN FOUNDATION WEST LTD
 
C/O JUDITH KITRICK
EIN:
27-2753994
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAXES 7,000 0   0