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
MRB FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)410 HUNT CLUB WAY
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAKE GENEVA, WI53147
A Employer identification number

36-3920061
B Telephone number (see instructions)

(262) 384-3700
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$31,345,735J 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) 900,668
2 Check right arrow.............
3 Interest on savings and temporary cash investments 116,998 116,998  
4 Dividends and interest from securities... 362,835 362,835  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 376,908
b Gross sales price for all assets on line 6a 1,663,915
7 Capital gain net income (from Part IV, line 2)... 376,908
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........ 1,757,409 856,741  
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
106,000 106,000   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
16,466 16,466   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,929 4,929   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
86,509 86,509   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 213,904 213,904   0
25 Contributions, gifts, grants paid....... 1,418,000 1,418,000
26 Total expenses and disbursements. Add lines 24 and 25 1,631,904 213,904   1,418,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 125,505
b Net investment income (if negative, enter -0-) 642,837
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......... 259,017 115,959 115,959
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) 1,199,058 Click to see attachment
List of Attached Documents:
// Content
927,843 		934,057
b Investments—corporate stock (attach schedule)....... 6,735,097 Click to see attachment
List of Attached Documents:
// Content
6,949,557 		10,823,208
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).......... 12,529,441 Click to see attachment
List of Attached Documents:
// Content
12,862,193 		19,472,511
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) 20,722,613 20,855,552 31,345,735
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........... 20,722,613 20,855,552
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)..... 20,722,613 20,855,552
30 Total liabilities and net assets/fund balances (see instructions). 20,722,613 20,855,552
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
20,722,613
2
Enter amount from Part I, line 27a .....................
2
125,505
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
7,434
4
Add lines 1, 2, and 3 ..........................
4
20,855,552
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
20,855,552
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    
b BENT MID-CAP PARTNERSHIP S/T CAP LOSS P    
c BENT MID-CAP PARTNERSHIP L/T CAP GAIN P    
d BENT LARGE-CAP PARTNERSHIP S/T CAP GAIN P    
e BENT LARGE CAP PARTNERSHIP L/T CAP GAIN P    
RE-1 PARTNERSHIP S/T CAP GAIN P    
RE-1 PARTNERSHIP L/T CAP LOSS P    
BENT INTERNATIONAL PARTNERSHIP S/T CAP LOSS P    
BENT INTERNATIONAL PARTNERSHIP L/T CAP LOSS P    
RE-1 PARTNERSHIP SECTION 1231 GAIN P    
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,011,805   1,012,105 -300
b     22,959 -22,959
c 169,954     169,954
d 29,423     29,423
e 427,669     427,669
11,507     11,507
    323 -323
    67,881 -67,881
    183,739 -183,739
2,793     2,793
10,764     10,764
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       -300
b       -22,959
c       169,954
d       29,423
e       427,669
      11,507
      -323
      -67,881
      -183,739
      2,793
      10,764
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 2 376,908
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 8,935
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 8,935
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 8,935
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 30,218
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 30,218
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 21,283
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow21,283 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 arrowWI
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 arrowWALTER W BELL Telephone no.right arrow (262) 384-3700

Located atright arrowBELL ANDERSON LLC 410 HUNT CLUB WAYLAKE GENEVAWI ZIP+4right arrow53147
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)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
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
STEPHEN P BENT PRESIDENT AND DIRECTOR
0.00 		0 0 0
C/O 410 HUNT CLUB WAY
LAKE GENEVA,WI53147
JOHN P BENT III VICE PRESIDENT AND DIRECTO
0.00 		0 0 0
C/O 410 HUNT CLUB WAY
LAKE GENEVA,WI53147
WALTER W BELL TREAS./SEC. AND DIRECTOR
0.00 		0 0 0
410 HUNT CLUB WAY
LAKE GENEVA,WI53147
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
28,983,534
b
Average of monthly cash balances.......................
1b
77,976
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
29,061,510
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
29,061,510
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
435,923
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
28,625,587
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,431,279
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
1,431,279
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
8,935
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,935
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,422,344
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,422,344
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
1,422,344
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
1,418,000
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
1,418,000
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 1,422,344
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 1,417,230
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$ 1,418,000
a Applied to 2022, but not more than line 2a 1,417,230
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..... 770
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 .......... 		1,421,574
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

ALEXANDER DAWSON FOUNDATION

10455 DAWSON DRIVE
LAFAYETTE,CO80026 		N/A 501(C)(3) EDUCATIONAL 20,000

AMERICAN SOCIETY OF PEDIATRIC OTOLARYNGOLOGY

633 N SAINT CLAIR STREET SUITE 2400
CHICAGO,IL60611 		N/A 501(C)(3) MEDICAL 2,000

AUDUBON CANYON RANCH

PO BOX 577
STINSON BEACH,CA94970 		N/A 501(C)(3) EDUCATIONAL 2,000

AUTISM SPEAKS

PO BOX 37148
BOONE,IA50037 		N/A 501(C)(3) EDUCATIONAL 10,000

BARNARD COLLEGE

BOX AS 3009 BROADWAY
NEW YORK,NY10027 		N/A 501(C)(3) EDUCATIONAL 1,000

BOCA RATON REGIONAL HOSPITAL INC

800 MEADOWS ROAD
BOCA RATON,FL33486 		N/A 501(C)(3) MEDICAL 2,000

BOYS AND GIRLS CLUB OF MARTIN COUNTY INC

PO BOX 910
HOBE SOUND,FL33475 		N/A 501(C)(3) GENERAL 8,000

BRIDGE HOUSE

5345 ARAPAHOE AVE SUITE 5
BOULDER,CO80303 		N/A 501(C)(3) CHARITABLE 3,000

BRIDGE THE GAP COLLEGE PREP

PO BOX 1390
SAUSALITO,CA94965 		N/A 501(C)(3) EDUCATIONAL 5,000

CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION

1 GRAND AVENUE BUILDING 7
SAN LUIS OBISPO,CA94307 		N/A 501(C)(3) EDUCATIONAL 10,000

CANAL ALLIANCE

91 LARKSPUR STREET
SAN RAFAEL,CA94901 		N/A 501(C)(3) GENERAL 5,000

CAPE ELEUTHERA FOUNDATION INC

1900 MARKET STREET 8TH FLOOR
PHILADELPHIA,PA19103 		N/A 501(C)(3) GENERAL 10,000

CHEWONKI FOUNDATION INC

485 CHEWONKI NECK ROAD
WISCASSET,ME04578 		N/A 501(C)(3) EDUCATIONAL 1,000

CHICAGO HORTICULTURAL SOCIETY

1000 LAKE COOK ROAD
GLENCOE,IL60022 		N/A 501(C)(3) ENVIRONMENTAL 10,000

CLEAN AIR TASK FORCE INC

114 STATE STREET 6TH FLOOR
BOSTON,MA021092421 		N/A 501(C)(3) ENVIRONMENTAL 5,000

COLGATE UNIVERSITY

13 OAK DRIVE
HAMILTON,NY13346 		N/A 501(C)(3) EDUCATIONAL 1,000

CONNECTICUT COLLEGE

270 MOHEGAN AVENUE
NEW LONDON,CT06320 		N/A 501(C)(3) EDUCATIONAL 2,000

CONNECTICUT PUBLIC BROADCASTING INC

1049 ASYLUM AVENUE
HARTFORD,CT06105 		N/A 501(C)(3) GENERAL 1,000

CONSERVATION INTERNATIONAL

PO BOX 418608
BOSTON,MA02241 		N/A 501(C)(3) ENVIRONMENTAL 5,000

DUKE UNIVERSITY

PO BOX 90581
DURHAM,NC277080032 		N/A 501(C)(3) EDUCATIONAL 10,000

EARTHJUSTICE

50 CALIFORNIA STREET SUITE 500
SAN FRANCISCO,CA94111 		N/A 501(C)(3) ENVIRONMENTAL 40,000

EMERGENCY FAMILY ASSISTANCE ASSOCIATION

1575 YARMOUTH AVE
BOULDER,CO80304 		N/A 501(C)(3) CHARITABLE 3,000

ESSEX LAND TRUST INC

PO BOX 373
ESSEX,CT06426 		N/A 501(C)(3) ENVIRONMENTAL 5,000

ESSEX LIBRARY ASSOCIATION

33 WEST AVENUE
ESSEX,CT06426 		N/A 501(C)(3) EDUCATIONAL 1,000

ESSEX MEADOWS FOUNDATION INC

30 BOKUM ROAD
ESSEX,CT06426 		N/A 501(C)(3) EDUCATIONAL 5,000

EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC

PO BOX 3886
NEW YORK,NY10163 		N/A 501(C)(3) EDUCATIONAL 5,000

EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC

PO BOX 3886
NEW YORK,NY10163 		N/A 501(C)(3) GENERAL 10,000

EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC

PO BOX 3886
NEW YORK,NY10163 		N/A 501(C)(3) EDUCATIONAL 2,500

EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC

PO BOX 3886
NEW YORK,NY10163 		N/A 501(C)(3) EDUCATIONAL 5,000

FEEDING AMERICA

PO BOX 96749
WASHINGTON,DC20090 		N/A 501(C)(3) GENERAL 15,000

FIRST CONGREGATION CHURCH OF OLD LYME

2 FERRY ROAD
OLD LYME,CT06371 		N/A 501(C)(3) RELIGIOUS 2,000

FLORENCE GRISWOLD MUSEUM

96 LYME STREET
OLD LYME,CT06371 		N/A 501(C)(3) EDUCATIONAL 2,000

FOOD BANK OF NEW YORK CITY

39 BROADWAY 10TH FLOOR
NEW YORK,NY10038 		N/A 501(C)(3) GENERAL 5,000

GOLDEN GATE NATIONAL PARKS CONSERVANCY

PO BOX 7818
SAN FRANCISCO,CA94120 		N/A 501(C)(3) ENVIRONMENTAL 5,000

GRAND TETON NATIONAL PARK FOUNDATION

PO BOX 249
MOOSE,WY83012 		N/A 501(C)(3) WILDLIFE 40,000

GREENPEACE FUND INC

1300 EYE STREET NW
WASHINGTON,DC20001 		N/A 501(C)(3) ENVIRONMENTAL 10,000

HILLSIDE LEARNING CENTER

7415 LOOKOUT ROAD
LONGMONT,MO80503 		N/A 501(C)(3) EDUCATIONAL 12,000

HOBE SOUND COMMUNITY CHEST INC

PO BOX 511
HOBE SOUND,FL334750511 		N/A 501(C)(3) GENERAL 5,000

HOBE SOUND NATURE CENTER INC

PO BOX 214
HOBE SOUND,FL33475 		N/A 501(C)(3) ENVIRONMENTAL 2,000

HOLY CROSS HOSPITAL INC

4725 NORTH FEDERAL HIGHWAY
FORT LAUDERDALE,FL33308 		N/A 501(C)(3) MEDICAL 2,000

IVORYTON PLAYHOUSE

PO BOX 458
IVORYTON,CT06442 		N/A 501(C)(3) CULTURAL 1,000

JOHN G SHEDD AQUARIUM

1200 SOUTH LAKE SHORE DR
CHICAGO,IL60605 		N/A 501(C)(3) GENERAL 120,000

JOHN G SHEDD AQUARIUM

1200 SOUTH LAKE SHORE DR
CHICAGO,IL60605 		N/A 501(C)(3) GENERAL 3,000

JUPITER MEDICAL CENTER INC

1210 SOUTH OLD DIXIE HIGHWAY
JUPITER,FL33458 		N/A 501(C)(3) GENERAL 10,000

LAKE FOREST OPEN LANDS ASSOCIATION

350 N WAUKEGAN ROAD
LAKE FOREST,IL60045 		N/A 501(C)(3) ENVIRONMENTAL 20,000

LOOMIS CHAFFEE SCHOOL

4 BATCHELDER ROAD
WINDSOR,CT06095 		N/A 501(C)(3) EDUCATIONAL 1,000

MARIN ACADEMY

1600 MISSION AVE
SAN RAFAEL,CA94901 		N/A 501(C)(3) EDUCATIONAL 10,000

MARIN AGRICULTURAL LAND TRUST

PO BOX 809
POINT REYES STATION,CA94956 		N/A 501(C)(3) EDUCATIONAL 14,000

MARTIN MEMORIAL MEDICAL CENTER INC

PO BOX 9010
STUART,FL34995 		N/A 501(C)(3) MEDICAL 10,000

MAYO CLINIC

4500 SAN PABLO ROAD
JACKSONVILLE,FL32224 		N/A 501(C)(3) MEDICAL 10,000

MIB AGENTS INC

PO BOX 858
BARNARD,VT05031 		N/A 501(C)(3) MEDICAL 5,000

MIDDLESEX HEALTH

28 CRESCENT STREET
MIDDLETON,CT06457 		N/A 501(C)(3) MEDICAL 3,000

MONTEFIORE MEDICAL CENTER

3325 BAINBRIDGE AVENUE
BRONX,NY10467 		N/A 501(C)(3) MEDICAL 5,000

MORRISTOWN-BEARD SCHOOL

70 WHIPPANY ROAD
MORRISTOWN,NJ07960 		N/A 501(C)(3) EDUCATIONAL 1,000

NAACP EMPOWERMENT PROGRAMS INC

4805 MOUNT HOPE DRIVE
BALTIMORE,MD21215 		N/A 501(C)(3) GENERAL 5,000

NATIONAL PUBLIC RADIO INC

1111 NORTH CAPITOL STREET NE
WASHINGTON,DC20002 		N/A 501(C)(3) GENERAL 9,000

NEW STORY INC

245 N HIGHLAND AVENUE 230-610
ATLANTA,GA30307 		N/A 501(C)(3) GENERAL 5,000

NEW YORK RESTORATION PROJECT

254 WEST 31ST STREET 10TH FLOOR
NEW YORK,NY10001 		N/A 501(C)(3) GENERAL 3,000

NORTHEAST WISCONSIN LAND TRUST

14 TRI-PARK WAY SUITE 1
APPLETON,WI54914 		N/A 501(C)(3) ENVIRONMENTAL 5,000

NORTHWESTERN MEMORIAL FOUNDATION

PO BOX 734985
CHICAGO,IL606734985 		N/A 501(C)(3) MEDICAL 22,000

NTSAD-NATIONAL TAY-SACHS AND ALLIED DISEASES ASSOCIATION INC

2001 BEACON ST SUITE 204
BOSTON,MA02135 		N/A 501(C)(3) MEDICAL 3,000

OCEANA INC

1025 CONNECTICUT AVENUE NW SUITE
200
WASHINGTON,DC20036 		N/A 501(C)(3) ENVIRONMENTAL 10,000

OVERLOOK FOUNDATION

46-48 BEAUVOIR AVENUE
SUMMIT,NJ07901 		N/A 501(C)(3) GENERAL 2,000

PALESTINE CHILDRENS RELIEF FUND

PO BOX 1926
KENT,OH44240 		N/A 501(C)(3) HUMANITARIAN 35,000

PALM BEACH DRAMA WORKS

201 CLEMATIS STREET
WEST PALM BEACH,FL33401 		N/A 501(C)(3) EDUCATIONAL 2,000

PENINSULA OPEN SPACE TRUST

222 HIGH STREET
PALO ALTO,CA94301 		N/A 501(C)(3) CONSERVATION 10,000

PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS INC

501 FRONT STREET
NORFOLK,VA23510 		N/A 501(C)(3) ENVIRONMENTAL 20,000

PLANNED PARENTHOOD OF GREATER NEW YORK INC

26 BLEECKER STREET
NEW YORK,NY100122413 		N/A 501(C)(3) EDUCATIONAL 5,000

PLANNED PARENTHOOD OF GREATER NEW YORK INC

26 BLEECKER STREET
NEW YORK,NY100122413 		N/A 501(C)(3) EDUCATIONAL 11,000

POINT O'WOODS FOUNDATION INC

82 MAPLE AVE
BAY SHORE,NY117068737 		N/A 501(C)(3) CULTURAL 5,000

PRESIDENT AND FELLOWS OF HARVARD COLLEGE

PO BOX 419209
BOSTON,MA022419209 		N/A 501(C)(3) EDUCATIONAL 5,000

PROJECT HOPE

1220 19TH STREET NW SUITE 800
WASHINGTON,DC20036 		N/A 501(C)(3) GENERAL 5,000

PROJECT HOPE

1220 19TH STREET NW SUITE 800
WASHINGTON,DC20036 		N/A 501(C)(3) GENERAL 20,000

PUBLIC BROADCASTING RADIO OF COLORADO INC

7409 SOUTH ALTON COURT
CENTENNIAL,CO80112 		N/A 501(C)(3) EDUCATIONAL 3,000

RIVERDALE NEIGHBORHOOD HOUSE INC

5521 MOSHOLU AVENUE
BRONX,NY104712409 		N/A 501(C)(3) GENERAL 30,000

ROCKY MOUNTAIN INSTITUTE

2490 JUNCTION PLACE SUITE 200
BOULDER,CO80301 		N/A 501(C)(3) ENVIRONMENTAL 15,000

RUSH UNIVERSITY MEDICAL CENTER

1201 W HARRISON STREET SUITE 300
CHICAGO,IL60607 		N/A 501(C)(3) MEDICAL 30,000

SANDY HOOK PROMISE FOUNDATION

PO BOX 3489
NEWTON,CT06470 		N/A 501(C)(3) GENERAL 10,000

SARAH LAWRENCE COLLEGE

1 MEAD WAY
BRONXVILLE,NY10708 		N/A 501(C)(3) EDUCATIONAL 2,000

SAVANNAH COUNTRY DAY SCHOOL

824 STILLWOOD DRIVE
SAVANNAH,GA31419 		N/A 501(C)(3) EDUCATIONAL 25,000

SEA SHEPARD CONSERVATION SOCIETY

PO BOX 8628
ALEXANDRIA,VA22306 		N/A 501(C)(3) ENVIRONMENTAL 5,000

SHELDRICK WILDLIFE TRUST USA

25283 CABOT ROAD SUITE 101
LAGUNA HILLS,CA92653 		N/A 501(C)(3) ENVIRONMENTAL 5,000

SHELDRICK WILDLIFE TRUST USA

25283 CABOT ROAD SUITE 101
LAGUNA HILLS,CA92653 		N/A 501(C)(3) ENVIRONMENTAL 11,000

SIERRA CLUB FOUNDATION

2101 WEBSTER STREET SUITE 1250
OAKLAND,CA94612 		N/A 501(C)(3) ENVIRONMENTAL 1,000

SIERRA WATCH

408 BROAD STREET SUITE 12
NEVADA CITY,CA95959 		N/A 501(C)(3) ENVIRONMENTAL 10,000

SKIDMORE COLLEGE

815 NORTH BROADWAY
SARATOGA SPRINGS,NY128661632 		N/A 501(C)(3) EDUCATIONAL 8,000

SLIDE RANCH

2025 SHORELINE HIGHWAY
MUIR BEACH,CA949659728 		N/A 501(C)(3) EDUCATIONAL 5,000

SONOMA LAND TRUST

822 FIFTH STREET
SANTA ROSA,CA95404 		N/A 501(C)(3) ENVIRONMENTAL 10,000

SOUTHERN POVERTY LAW CENTER INC

400 WASHINGTON AVENUE
MONTGOMERY,AL36104 		N/A 501(C)(3) GENERAL 4,500

ST JOHN'S EPISCOPAL CHURCH OF JACKSON HOLE

PO BOX 1690
JACKSON,WY83001 		N/A 501(C)(3) RELIGIOUS PURPOSES 2,000

TAFT SCHOOL

110 WOODBURY ROAD
WATERTOWN,CT06795 		N/A 501(C)(3) EDUCATIONAL 5,000

THE CHURCH AT POINT O'WOODS

94 MOFFAT ROAD
WABAN,MA02468 		N/A 501(C)(3) RELIGIOUS 5,000

THE COLORADO COLLEGE

PO BOX 1117
COLORADO SPRINGS,CO809019897 		N/A 501(C)(3) EDUCATIONAL 10,000

THE CONNECTICUT AUDUBON SOCIETY

314 UNQUOWA ROAD
FAIRFIELD,CT06824 		N/A 501(C)(3) ENVIRONMENTAL 1,000

THE CONNECTICUT RIVER FOUNDATION AT STEAMBOAT DOCK INC

67 MAIN ST
ESSEX,CT06426 		N/A 501(C)(3) EDUCATIONAL 1,000

THE DIAN FOSSEY GORILLA FUND INTERNATIONAL

800 CHEROKEE AVE SE
ATLANTA,GA30315 		N/A 501(C)(3) ENVIRONMENTAL 25,000

THE EVERGLADES FOUNDATION INC

18001 OLD CUTLER ROAD SUITE 625
PALMETTO BAY,FL33157 		N/A 501(C)(3) ENVIRONMENTAL 20,000

THE FREDERICK GUNN SCHOOL

99 GREEN HILL ROAD
WASHINGTON,CT06793 		N/A 501(C)(3) EDUCATIONAL 110,000

THE GREATER CEDAR RAPIDS COMMUNITY FOUNDATION

324 3RD STREET SE
CEDAR RAPIDS,IA52401 		N/A 501(C)(3) GENERAL 1,000

THE HUMANE SOCIETY OF BOULDER VALLEY

2323 55TH STREET
BOULDER,CO80301 		N/A 501(C)(3) GENERAL 3,000

THE INTERNATIONAL THYROID CANCER STUDY GROUP INC

PO BOX 270
YORKVILLE,NY13495 		N/A 501(C)(3) MEDICAL 10,000

THE MOUNTAIN SCHOOL OF MILTON ACADEMY

151 MOUNTAIN SCHOOL ROAD
VERSHIRE,VT050799655 		N/A 501(C)(3) EDUCATIONAL 1,000

THE NATURE CONSERVANCY

4245 NORTH FAIRFAX DRIVE STE 100
ARLINGTON,VA22203 		N/A 501(C)(3) ENVIRONMENTAL 7,000

THE NATURE CONSERVANCY

4245 NORTH FAIRFAX DRIVE STE 100
ARLINGTON,VA22203 		N/A 501(C)(3) ENVIRONMENTAL 70,000

THE NATURE CONSERVANCY

4245 NORTH FAIRFAX DRIVE STE 100
ARLINGTON,VA22203 		N/A 501(C)(3) ENVIRONMENTAL 5,000

THE NATURE CONSERVANCY

4245 NORTH FAIRFAX DRIVE STE 100
ARLINGTON,VA22203 		N/A 501(C)(3) ENVIRONMENTAL 10,000

THE NATURE CONSERVANCY

4245 NORTH FAIRFAX DRIVE STE 100
ARLINGTON,VA22203 		N/A 501(C)(3) ENVIRONMENTAL 20,000

THE NATURE CONSERVANCY

4245 NORTH FAIRFAX DRIVE STE 100
ARLINGTON,VA22203 		N/A 501(C)(3) ENVIRONMENTAL 15,000

THE PINGRY SCHOOL

131 MARTINSVILLE ROAD
BASKING RIDGE,NJ07920 		N/A 501(C)(3) EDUCATIONAL 5,000

THE POSSE FOUNDATION INC

14 WALL STREET SUITE 8A-60
NEW YORK,NY10005 		N/A 501(C)(3) EDUCATIONAL 25,000

THE SHORELINE SOUP KITCHENS AND PANTRIES

PO BOX 804
ESSEX,CT06426 		N/A 501(C)(3) GENERAL 2,000

TRUST FOR PUBLIC LAND

101 MONTGOMERY STREET SUITE 900
SAN FRANCISCO,CA94104 		N/A 501(C)(3) ENVIRONMENTAL 15,000

VANDERBILT UNIVERSITY SCHOOL OF MEDICINE

2301 VANDERBILT PLACE
NASHVILLE,TN372407727 		N/A 501(C)(3) EDUCATIONAL 2,000

WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE

PO BOX 571021
WINSTONSALEM,NC271571021 		N/A 501(C)(3) EDUCATIONAL 4,000

WAVE HILL INC

675 WEST 252ND STREET
BRONX,NY104712899 		N/A 501(C)(3) EDUCATIONAL 40,000

WETLANDS INITIATIVE

53 W JACKSON BOULEVARD SUITE 1015
CHICAGO,IL60604 		N/A 501(C)(3) ENVIRONMENTAL 8,000

WILDLIFE CONSERVATION INTERNATIONAL

9901 BRODIE LANE SUIT 160 816
AUSTIN,TX78748 		N/A 501(C)(3) ENVIRONMENTAL 15,000

WORLD CENTRAL KITCHEN INC

200 MASSACHUSETTS AVENUE NW 7TH
FLOOR
WASHINGTON,DC20001 		N/A 501(C)(3) GENERAL 5,000

WORLD CENTRAL KITCHEN INC

200 MASSACHUSETTS AVENUE NW 7TH
FLOOR
WASHINGTON,DC20001 		N/A 501(C)(3) GENERAL 5,000

WORLD WILDLIFE FUND INC

1250 24TH STREET NW
WASHINGTON,DC200371193 		N/A 501(C)(3) ENVIRONMENTAL 40,000

WORLD WILDLIFE FUND INC

1250 24TH STREET NW
WASHINGTON,DC200371193 		N/A 501(C)(3) ENVIRONMENTAL 30,000

WORLD WILDLIFE FUND INC

1250 24TH STREET NW
WASHINGTON,DC200371193 		N/A 501(C)(3) ENVIRONMENTAL 10,000

WYOMING HUMANITIES COUNCIL

1315 LEWIS STREET
LARAMIE,WY82072 		N/A 501(C)(3) GENERAL 5,000

WYOMING PBS FOUNDATION

2660 PECK AVENUE
RIVERTON,WY82501 		N/A 501(C)(3) EDUCATIONAL 5,000

YALE UNIVERSITY

PO BOX 2038
NEW HAVEN,CT065212038 		N/A 501(C)(3) EDUCATIONAL 20,000

YALE-NEW HAVEN HOSPITAL

PO BOX 1849
NEW HAVEN,CT065081849 		N/A 501(C)(3) MEDICAL 2,000
Total .................................right arrow 3a 1,418,000
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 ........... 		    14 116,998  
4 Dividends and interest from securities ....     14 362,835  
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 ............ 		    18 376,908  
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) .. 0 856,741 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
856,741
(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
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

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

36-3920061
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
MRB FOUNDATION INC
  		Employer identification number
36-3920061
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
JOHN P BENT CHARITABLE ANNUITY TRUST
 
C/O BELL ANDERSON LLC 410 HUNT CLUB
 
LAKE GENEVA, WI53147

$ 450,334


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
JOHN P BENT CHARITABLE ANNUITY TRUST
 
C/O BELL ANDERSON LLC 410 HUNT CLUB
 
LAKE GENEVA, WI53147

$ 450,334


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
MRB FOUNDATION INC
  		Employer identification number

36-3920061
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
MRB FOUNDATION INC
  		Employer identification number

36-3920061
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
MRB FOUNDATION INC
EIN:
36-3920061
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BELL & ANDERSON - TAX & ACCOUNTING 106,000 106,000   0

TY 2023 InvestmentsCorpStockSchedule
Name:
MRB FOUNDATION INC
EIN:
36-3920061
Name of Stock End of Year Book Value End of Year Fair Market Value
ISHARES S&P 500 GRWTH ETF (IVW) 1,070,517 3,534,131
ARTISAN INTERNATIONAL FUND INSTITUTIONAL SHARES 1,253,215 1,414,107
DRIEHAUS EMERGING MARKETS GROWTH CL I 1,346,019 1,324,636
ISHARES TR RUS MDCP VAL ETF 2,173,849 3,309,032
ISHARES S&P 500 VAL ETF 902,261 1,030,646
VANGUARDMSCI EUROPE ETF 203,696 210,656

TY 2023 InvestmentsGovtObligationsSch
Name:
MRB FOUNDATION INC
EIN:
36-3920061
US Government Securities - End of Year Book Value:

927,843
US Government Securities - End of Year Fair Market Value:

934,057
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 InvestmentsOtherSchedule2
Name:
MRB FOUNDATION INC
EIN:
36-3920061
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BENT MID CAP PARTNERSHIP AT COST 3,114,623 4,670,333
BENT LARGE CAP PARTNERSHIP AT COST 6,387,988 10,587,946
RE-1 PARTNERSHIP AT COST 1,914,819 2,212,318
BENT INTERNATIONAL PARTNERSHIP AT COST 1,444,763 2,001,914

TY 2023 OtherExpensesSchedule
Name:
MRB FOUNDATION INC
EIN:
36-3920061
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
WI ANNUAL REPORT AND FILING FEES 25 25   0
BENT MID-CAP PTSHP - INVESTMENT FEES 33,149 33,149   0
BENT LARGE-CAP PTSHP - INVESTMENT FEES 11,298 11,298   0
RE-1 PTSHP - INVESTMENT FEES 13,570 13,570   0
BENT INTERNATIONAL PTSHP - INVESTMENT FEES 19,869 19,869   0
BENT MID-CAP PTSHP - ADR FEES 5 5   0
BENT LARGE-CAP PTSHP - ADR FEES 818 818   0
BENT INTERNATIONAL PTSHP - ADR FEES 1,889 1,889   0
BENT MID-CAP PARTNERSHIP - TAX PREP FEES 1,417 1,417   0
BENT LARGE-CAP PTSHP - TAX PREP FEES 1,625 1,625   0
RE-1 PARTNERSHIP - TAX PREP FEES 1,422 1,422   0
BENT INTERNATIONAL PTSHP - TAX PREP FEES 1,422 1,422   0


TY 2023 OtherIncreasesSchedule
Name:
MRB FOUNDATION INC
EIN:
36-3920061
Description Amount
BENT MID CAP PARTNERSHIP - NONTAXABLE DIVIDENDS 1,638
RE-1 - NONTAXABLE DIVIDENDS 5,796


TY 2023 OtherProfessionalFeesSchedule
Name:
MRB FOUNDATION INC
EIN:
36-3920061
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
VOGEL CONSULTING 16,466 16,466   0


TY 2023 TaxesSchedule
Name:
MRB FOUNDATION INC
EIN:
36-3920061
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID-MID CAP PTSHP 232 232   0
FOREIGN TAX PAID-LARGE CAP PTSHP 1,643 1,643   0
FOREIGN TAX PAID-INT'L PTSHP 2,719 2,719   0
FOREIGN TAX PAID-MORGAN STANLEY 335 335   0