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
BALGLEY FAMILY CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)2979 PGA BOULEVARD SUITE 201
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PALM BEACH GARDENS, FL33410
A Employer identification number

83-1150552
B Telephone number (see instructions)

(561) 656-0200
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$8,192,222J 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 18,271 18,271  
4 Dividends and interest from securities... 342,305 342,305  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 10,335
b Gross sales price for all assets on line 6a 1,296,651
7 Capital gain net income (from Part IV, line 2)... 10,335
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 1,173
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... 1,173  
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 372,084 370,911  
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)......... Click to see attachment
List of Attached Documents:
// Content
40,135 0   0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
7,555 0   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
80 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 47,770 0   0
25 Contributions, gifts, grants paid....... 446,336 446,336
26 Total expenses and disbursements. Add lines 24 and 25 494,106 0   446,336
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -122,022
b Net investment income (if negative, enter -0-) 370,911
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......... 45,878 785,564 785,564
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)....... 5,568,015 Click to see attachment
List of Attached Documents:
// Content
4,645,915 		5,950,445
c Investments—corporate bonds (attach schedule)....... 1,328,172 Click to see attachment
List of Attached Documents:
// Content
1,389,652 		1,391,113
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).......... 54,860 Click to see attachment
List of Attached Documents:
// Content
53,772 		65,100
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) 6,996,925 6,874,903 8,192,222
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 6,996,925 6,874,903
29 Total net assets or fund balances (see instructions)..... 6,996,925 6,874,903
30 Total liabilities and net assets/fund balances (see instructions). 6,996,925 6,874,903
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
6,996,925
2
Enter amount from Part I, line 27a .....................
2
-122,022
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
6,874,903
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
6,874,903
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 ST GAINS AND LOSSES BAIRD P    
b LT GAINS AND LOSSES BAIRD P    
c PASSTHROUGH LT GAINS 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 109,289   214,674 -105,385
b 1,186,801   1,071,642 115,159
c 561     561
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       -105,385
b       115,159
c       561
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 10,335
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 5,156
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 5,156
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 5,156
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 4,000
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 4,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 1,156
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
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? Click to see attachment
List of Attached Documents:
// Content
....................
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 arrowFL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowNONE
14
The books are in care ofright arrowREBECCA G DOANE Telephone no.right arrow (561) 656-0200

Located atright arrow2979 PGA BOULEVARD SUITE 201PALM BEACH GARDENSFL ZIP+4right arrow33410
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
REBECCA G DOANE TRUSTEE
1.00 		0 0 0
2979 PGA BOULEVARD SUITE 201
PALM BEACH GARDENS,FL33410
MEREDITH A BALGLEY TRUSTEE
1.00 		0 0 0
232 BULL CREEK ROAD
ASHEVILLE,NC288058702
JOEL F BALGLEY TRUSTEE
1.00 		0 0 0
P O BOX 530623
ST PETERSBURG,FL337470623
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
7,523,574
b
Average of monthly cash balances.......................
1b
469,512
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
7,993,086
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
7,993,086
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
119,896
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,873,190
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
393,660
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
393,660
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
5,156
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,156
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
388,504
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
388,504
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
388,504
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
446,336
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
446,336
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 7 388,504
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 405,737
b Total for prior years:2021, 20, 20 2,994
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$ 446,336
a Applied to 2022, but not more than line 2a 405,737
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		Click to see attachment
List of Attached Documents:
// Content
2,994
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 37,605
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 .......... 		350,899
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 e-mail address of the person to whom applications should be addressed:
REBECCA G DOANE
2979 PGA BOULEVARD SUITE 201
PALM BEACH GARDENS,FL33410
(561) 656-0200
RGDOANE@DOANELAW.COM
bThe form in which applications should be submitted and information and materials they should include:
NO REQUIRED FORMAT.
cAny submission deadlines:
NONE.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE.
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

350ORG

PO BOX 843004
BOSTON,MA022843004 		NONE 501(C)(3) ACCELERATE TRANSITON OF RENEWABLE ENERGY 3,000

ALI FORNEY CENTER

224 WEST 34TH ST 15TH FL
NEW YORK,NY10001 		NONE 501(C)(3) SUPPORTS HOMELESS LGBTQ 5,000

AMERICAN FOUNDATION FOR SUICIDE PREVENTION

199 WATER STREET 11TH FLOOR
NEW YORK,NY10038 		NONE 501(C)(3) SAVE LIVES, BRING HOPE TO THOSE AFFECTED BY SUICIDE. 1,000

AMERICAN FRIENDS OF COMBATANTS FOR PEACE

PO BOX 2473 1801 WEST OLPMPIC BLVD
PASADENA,CA91199 		NONE 501(C)(3) OPERATES YOUTH HOSTELS AND RUNS PROGRAMS 4,000

AMERICAN YOUTH HOSTELS

8401 COLESVILLE ROAD SUITE 600
SILVER SPRING,MD20910 		NONE 501(C)(3) OPERATES YOUTH HOSTELS AND RUNS PROGRAMS 2,500

AMNESTY INTERNATIONAL USA

311 WEST 43RD STREET 7TH FLOOR
NEW YORK,NY10036 		NONE 501(C)(3) HUMAN RIGHTS 4,000

ANTI-DEFAMATION LEAGUE

605 THIRD AVENUE
NEW YORK,NY10158 		NONE 501(C)(3) STOP DEFAMATION OF THE JEWISH PEOPLE AND SECURE JUSTICE/FAIR TREATMENT FOR ALL 3,000

BLACK HAWK COLLEGE FOUNDATION

6600 34TH AVENUE
MOLINE,IL612655870 		NONE 501(C)(3) HIGHER EDUCATION 1,000

BLUEFIELD STATE COLLGE

219 ROCK STREET
BLUEFILD,WV24701 		NONE 501(C)(3) PROMOTES GENERAL WELFARE OF STATE COLLEGE 1,000

BOUNTY & SOUL

999 OLD US HIGHWAY 70
BLACK MOUNTAIN,NC28711 		NONE 501(C)(3) CONNECTING PEOPLE TO FOOD, EDUCATION 2,500

BRIDGING CULTURES WITH MUSIC

1540 AQUARIUS WAY
BOWLING GREEN,KY421040213 		NONE 501(C)(3) PROVIDE MUSIC EDUCATION FOR UNDERSERVED POPULATONS 5,000

CEDARS

6601 PIONEERS BLVD STE 2
LINCOLN,NE68506 		NONE 501(C)(3) HELP CHILDREN ACHIEVE YOUTH SAFETY 3,000

CENTER FOR CONSCIOUS LIVING AND DYING

PO BOX 348
SWANNANOA,NC28778 		NONE 501(C)(3) DIRECT CARE, EDUCATION AND RESOURCES FOR LIFE'S FINAL STAGES 25,000

CENTER FOR MOVEMENT EDUCATION

PO BOX 2001
SEBASTOPOL,CA95473 		NONE 501(C)(3) EDUCATE PEOPLE IN THE ROLE OF MOVEMENT IN HUMAN DEVELOPMENT 9,000

CENTRAL CONNECTICUT STATE UNIVERSITY

1615 STANLEY STREET
NEW BRITAIN,CT06050 		NONE 501(C)(3) PUBLIC UNIVERSITY 1,000

CHAMBERFEST CLEVELAND

20620 JOHN CARROLL BOULEVARD SUITE
217
CLEVELAND,OH44118 		NONE 501(C)(3) CREATE MUSICAL EXPERIENCES FOR AUDIENCES TO NURTURE AND ENRICH APPRECIATION OF CLASSICAL MUSIC 2,000

CLEAN ENERGY LEADERSHIP INSTITUTE

1212 BROADWAY FLOOR 16
OAKLAND,CA946121805 		NONE 501(C)(3) PROMOTE TRANSITION TO CLEAN ENERGY ECONOMY 6,000

CLIMATE FOUNDATION

3 LITTLE HARBOR ROAD
WOODS HOLE,MA025431012 		NONE 501(C)(3) EDUCATE AND RESEARCH GLOBAL FOOD SECURITY AND CARBON BALANCE IN SOILS AND SEAS, 5,000

COMMUNITY HEALTH

22611 WEST CHICAGO AVENUE
CHICAGO,IL60622 		NONE 501(C)(3) SERVICE TO PEOPLE WITHOUT ESSENTIAL HEALTH CARE. 1,000

CONNECTIKIDS INC

814 ASYLUM AVENUE
HARTFORD,CT061052805 		NONE 501(C)(3) ENHANCE AND ENRICH EDUCATIONAL EXPERIENCES OF WEST MIDDLE SCHOOL STUDENTS 1,000

COVENANT HOUSE

733 BREAKERS AVENUE
FORT LAUDERDALE,FL33304 		NONE 501(C)(3) PROVIDE SHELTER, FOOD, IMMEDIATE CRISIS CARE, AND OTHER SERVICES TO HOMELESS AND RUNAWAY YOUTH 1,000

CROWDEN MUSIC CENTER

1475 ROSE ST
BERKELEY,CA94702 		NONE 501(C)(3) PRIVATE NON PROFIT EDUCATION 3,000

CULTURES IN HARMONY

6496 NORTH TUXEDO STREET
INDIANAPOLIS,IN46220 		NONE 501(C)(3) ADVANCE AND PROMOTE INTERNATIONAL AND CULTURAL UNDERSTANDING THROUGH MUSIC AND INTERACTION 3,000

DATMOUTH COLLEGE

6066 DEVELOPMENT OFFICE
HANOVER,NH03755 		NONE 501(C)(3) PRIVATE RESEARCH UNIVERSITY 1,000

DAYENU

PO BOX 5473
RICHMOND,CA94805 		NONE 501(C)(3) SUPPORT CLIMATE CRISIS SOLUTIONS A JEWISH CALL TO CLIMATE ACTION 6,000

DOCTORS WITHOUT BORDERS

40 RECTOR STEET
NEW YORK,NY10006 		NONE 501(C)(3) HUMANITARIAN MEDICAL PROJECTS 5,000

DOCTORS WITHOUT BORDERS

40 RECTOR STEET
NEW YORK,NY10006 		NONE 501(C)(3) HUMANITARIAN MEDICAL PROJECTS AND EMERGENCIES. 2,000

EARTHJUSTICE

50 CALIFORNIA STREET SUITE 500
SAN FRANCISCO,CA94111 		NONE 501(C)(3) ENVIRONMENT CONSERVATION 4,000

ECKERD COLLEGE

4200 54TH AVENUE SOUTH
ST PETERSBURG,FL33711 		NONE 501(C)(3) HIGHER EDUCATION 1,000

FLORIDA SHERIFFS YOUTH RANCHES

PO BOX 2000
BOYS RANCH,FL32064 		NONE 501(C)(3) WORKS TO PREVENT DELINQUENCY AND DEVELOP STRONG, LAWFUL, RESILIENT, AND PRODUCTIVE CITIZENS. 28,336

FORMAN SCHOOL OF INTERNATIONAL ADVANCEMENT

12 NORFOLK RD PO BOX 80
LITCHFIELD,CT067590080 		NONE 501(C)(3) PRIVATE COLLEGE PREPRATORY SCHOOL FOR HIGH SCHOOL AND POST-GRADUATE STUDENT WITH DIAGNOSED LEARNING DIFFERENCES 51,000

GREENWAVE

PO BOX 550
NEW HAVEN,CT06513 		NONE 501(C)(3) SUPPORT REGENEARATIVE OCEAN FARMING 7,000

HARRIET BEECHER STOWE CENTER

77 FOREST AVENUE
HARTFORD,CT061054401 		NONE 501(C)(3) PRESERVES STOWE'S HOUSE AND PROMOTES HER LIFE WORK 500

HARTFORD GAY AND LESBIAN HEALTH COLLECTIVE

1841 BROAD STREET
HARTFORD,CT06114 		NONE 501(C)(3) SUPPORTS DIVERSE SEXUAL ORIENTATIONS, GENDER IDENTITIES AND GENDER EXPRESSIONS 1,000

INDIANA UNIVERSITY JACOBS SCHOOL OF MUSIC

1201 EAST THIRD STREET
BLOOMINGTON,IN47405 		NONE 501(C)(3) MUSIC CONSERVATORY 3,000

INDIANA UNIVERSITY

1331 EAST TENTH STREET
BLOOMINGTON,IN47408 		NONE 501(C)(3) PROVIDE FULL COST OF ATTENDANCE FOR EIGHT SEMESTERS OF UNDERGRADUATE STUDY AT INDIANA UNIVERSITY BLOOMINGTON 3,000

INTERNATIONAL RESCUE COMMITTEE

122 EAST 42ND STREET
NEW YORK,NY101681289 		NONE 501(C)(3) ASSISTS REFUGEES AND DISPLACED PEOPLE 2,000

INTERNATIONAL RESCUE COMMITTEE

PO BOX 6068
ALBERT LEA,MN560079847 		NONE 501(C)(3) ASSIST REFUGEES AND DISPLACED PEOPLE RESPONSIVE TO INTERNATIONAL HUMANITARIAN CRISES 10,000

JEWISH FEDERATION OF THE QUAD CITIES

2215 EAST KIMBERLY ROAD
DAVENPORT,IA52807 		NONE 501(C)(3) PRESERVE, PROTECT, ENRICH AND ENHANCE JEWISH LIFE 1,000

KISS THE GROUND

PO BOX 515381 PMB 63508
LOS ANGELES,CA90051 		NONE 501(C)(3) REGENERATIVE FARMING 5,000

MALALA FUND

PO BOX 70280
PHILADELPHIA,PA19176 		NONE 501(C)(3) CHAMPIONS THE RIGHT TO 12 YEARS FREE, SAFE, QUALITY EDUCATION FOR GIRLS AROUND THE WORLD 5,000

MATTHEW SHEPARD FOUNDATION

800 18TH ST
DENVER,CO80202 		NONE 501(C)(3) SUPPORT THE DIGNITY AND EQUALITY OF ALL PEOPLE 4,000

MAYO CLINIC

200 FIRST STREET SW
ROCHESTER,MN55905 		NONE 501(C)(3) ACADEMIC MEDICAL CENTER FOCUSED ON INTEGRATED PATIENT CARE, EDUCATION, RESEARCH 1,000

METRO INCLUSIVE HEALTH

3251 THIRD AVENUE NORTH
ST PETERSBURG,FL33713 		NONE 501(C)(3) NONPROFIT FOCUSED ON HEALTH AND WELLNESS OF TAMPA BAY AREA COMMUNITY. 5,000

METROPOLITAN MINISTRIES

2002 NORTH FLORIDA AVENUE
TAMPA,FL33602 		NONE 501(C)(3) HELPS HOMELESS AND AT RISK IN HILLSBOOUGH, PINELLAS, POLK AND PASCO COUNTIES FLORIDA 1,000

NOAH WEBSTER HOUSE

227 SOUTH MAIN STREET
WEST HARTFORD,CT06107 		NONE 501(C)(3) NATIONAL HISTORIC LANDMARK & MUSEUM 500

PHOENIX SOCIETY FOR BURN SURVIVORS

525 OTTAWA AVENUE NW
GRAND RAPIDS,MI49503 		NONE 501(C)(3) SUPPORTS ANYONE IMPACTED BY A BURN INJURY 5,000

PLAY ON PHILLY

PO BOX 8662
PHILADELPHIA,PA19101 		NONE 501(C)(3) MUSIC EDUCATION 4,000

POINT FOUNDATION

PO BOX 60108
LOS ANGLES,CA90060 		NONE 501(C)(3) SCHOLARSHIP FUND THAT PROVIDES FINANCIAL AIDFOR LGBTQ+ COLLEGE BOUND STUDENTS 6,000

PROJECT DRAWDOWN

PO BOX 983009
WOBURN,MA01813 		NONE 501(C)(3) CLIMATE SOLUTIONS 3,000

RAZOM

140 2ND AVE STE 305
NEW YORK,NY10003 		NONE 501(C)(3) HUMAN RIGHTS ORG TO SUPPORT THE PEOPLE OF UKRAINE 5,000

REDEMPTORIST APOSTOLIC WORKS

1653 219TH PLACE SE
SAMMAMISH,WA98075 		NONE 501(C)(3) SUPPORTS CHILDREN'S MINISTRIES IN VARIOUS COUNTRIES. 1,000

SIMON WEISENTHAL CENTER

1399 SOUTH ROXBURY DR
LOS ANGELES,CA90035 		NONE 501(C)(3) JEWISH GLOBAL HUMAN RIGHTS AND HATE RESEARCH ORGANIZATION 500

SMITH COLLEGE

STODDARD ANNEX 23 ELM STREET
NORTHHAMPTON,MA01063 		NONE 501(C)(3) PRIVATE COLLEGE 1,000

SOIL HELATH ACADEMY

1908 SPRING DR NW
FORT PAYNE,AL35968 		NONE 501(C)(3) TEACH/ASSIST FARMERS, RANCHERS IN APPLYING REGENERATE AGRICULTURE PRINCIPLES 6,000

SOLUTIONS PROJECT INC

4096 PIEDMONT AVENUE NO 728
OAKLAND,CA946115221 		NONE 501(C)(3) SUPPORT CLIMATE CHANGE 5,000

SOUTHERN POVERTY LAW CENTER

400 WASHINGTON AVENUE
MONTGOMERY,AL36104 		NONE 501(C)(3) CATALYST FOR RACIAL JUSTICE 3,000

SPREAD THE VOTE

8601 LINCOLN BOULEVARD SUITE
180/569
LOS ANGELES,CA90045 		NONE 501(C)(3) HELPS PEOPLE IN US OBTAIN GOVERNMENT ISSUED HELPS PEOPLE IN US OBTAIN GOVERNMENT ISSUED 3,000

ST JUDES CHILDRENS RESEARCH HOSPITAL

501 ST JUDE PLACE
MEMPHIS,TN38105 		NONE 501(C)(3) RESEARCH PEDIATIRC CATASTROPHIC DISEASES 1,000

ST PETERSBURG FREE CLINIC

863 3RD AVENUE NORTH
ST PETERSBURG,FL33701 		NONE 501(C)(3) PROVIDES HEALTH CARE, FOOD, RECOVERY HOUSING, AND EDUCATION FOR THE COMMUNITY. 3,000

ST PETERSBURG COLLEGE FOUNDATION INC

P O BOX 13489
ST PETERSBURG,FL337333489 		NONE 501(C)(3) HIGHER EDUCATION 1,500

STANDUP FOR KIDS

200 NELSON FERRY ROAD SUITE B
DECATUR,GA30030 		NONE 501(C)(3) YOUTH DEVELOPMENT AND SHELTER 500

STREET SYMPHONY

1001 WILSHIRE BLVD PMB 2258
LOS ANGELES,CA90017 		NONE 501(C)(3) MAKE MUSIC A CATALYST FOR HUMAN CONNECTION 2,000

SUNRISE MOVEMENT EDUCATION FUND

50 F SREET NW SUITE 800
WASHINGTON,DC20001 		NONE 501(C)(3) STOP CLIMATE CHANGE AND CREATE JOBS 2,000

THE LAND INSTITUTE

2440 EAST WATER WELL ROAD
SALINA,KS67401 		NONE 501(C)(3) DEVELOP NATURAL SYSTEMS OF AGRICULTURE REDUCE OR ELIMINATE NEGATIVE IMPACTS OF INDUSTRIAL AGRICULTURE 6,000

THE MARK TWAIN HOUSE & MUSEUM

351 FARMINGTON AVENUE
HARTFORD,CT061054401 		NONE 501(C)(3) NATIONAL HISTORIC LANDMARK & MUSEUM 500

THE NATURE CONSERVANCY

4245 NORTH FAIRFAX DR SUITE 100
ARLINGTON,VA22203 		NONE 501(C)(3) ENVIRONMENT CONSERVATION 4,000

THE OCEAN CLEANUP NORTH PACIFIC FOUNDATION

DEPT LA 24875
PASADENA,CA911854875 		NONE 501(C)(3) PRESERVE AND PROTECT NATURAL OCEAN ENVIRONMENT 5,000

THE PITTSBURGH FOUNDATION

FIVE PPG PLACE SUITE 250
PITTSBURGH,PA15222 		NONE 501(C)(3) PROMOTES RESPONSIBLE PHILANTHROPY AND CONNECTS DONORS TO THE CRITICAL NEEDS OF THE COMMUNIITY 2,000

THE TREVOR PROJECT

PO BOX 69232
WEST HOLLYWOOD,CA90069 		NONE 501(C)(3) PROVIDE CRISIS INTERVENTION AND SUICIDE PREVENTION 2,000

UNIERSITY OF SAINT JOSEPH

1678 ASYLUM AVENUE
WEST HARTFORD,CT06117 		NONE 501(C)(3) PRIVATE ROMAN CATHOLIC UNIVERSITY 1,000

UNIVERSITY OF CHARLSESTON

2300 MACCORKLE AVE SE
CHARLESTON,WV25304 		NONE 501(C)(3) PRIVATE UNIVERSITY 50,000

UNIVERSITY OF HARTFORD

200 BLOOMFIELD AVE
WEST HARTFORD,CT06117 		NONE 501(C)(3) PRIVATE UNIVERSITY STUDENT ASSISTANCE 50,000

USA FOR UNHCR

1310 L STREET NW STE 450
WASHINGTON,DC20005 		NONE 501(C)(3) ASSIST REFUGEES 5,000

VERNER CENTER FOR EARLY LEARNING

2586 RICEVILLE ROAD
ASHEVILLE,NC28805 		NONE 501(C)(3) PROVIDES AFFORDABLE EARLY CARE AND EDUCATION 2,500

WADSWORTH ATHENEUM MUSEUM OF ART

600 MAIN STREET
HARTFORD,CT06103 		NONE 501(C)(3) ART MUSEUM 500

WE GIVE A SHARE

PO BOX 2032
ASHEVILLE,NC28802 		NONE 501(C)(3) COLLABORATION WITH LOCAL FARMS AND CHEFS TO FEED THE COMMUNITY 5,000

WOMEN FOR WOMEN

PO BOX 9224
CENTRAL ISLIP,NY117229224 		NONE 501(C)(3) AFGHANISTAN AID 5,000

WORLD CENTRAL KITCHEN

200 MASSACHUSETTS AVE NW 7TH FLOOR
WASHINGTON,DC20001 		NONE 501(C)(3) DISASTER RESPONSE RESTORING FOOD SYSTEMS 10,000

WORLD FOOD PROGRAM USA

1725 EYE STREET NW SUITE 510
WASHINGTON,DC20006 		NONE 501(C)(3) HUMANITARIAN ORGANIZATION DELIVERING FOOD 5,000

XAVIER UNIVERSITY OF LOUISIANA

1 DREXEL DRIVE BOX 66
NEW ORLEANS,LA70125 		NONE 501(C)(3) PRIVATE HISTORICALLY BLACK ROMAN CATHOLIC UNIVERSITY 1,000
Total .................................right arrow 3a 446,336
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 18,271  
4 Dividends and interest from securities ....     14 342,305  
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 10,335  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory         1,173
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 370,911 1,173
13Total. Add line 12, columns (b), (d), and (e)..................
13
372,084
(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.)
7 PUBLICLY TRADED K1 LOSS
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 AppliedToPriorYearElection
Name:
BALGLEY FAMILY CHARITABLE FOUNDATION
EIN:
83-1150552
Election:
THE TAXPAYER ELECTS, UNDER REGULATIONS SECTION 53.4929(A)-3(D)(2) TO APPLY $2,994 OF THE REMAINING 2023 QUALIFYING DISTRIBUTIONS TO 2021 UNDISTRIBUTED INCOME.

TY 2023 ExplanOfLegisPoliticalActvts
Name:
BALGLEY FAMILY CHARITABLE FOUNDATION
EIN:
83-1150552
Explanation:
NONE

TY 2023 InvestmentsCorpBondsSchedule
Name:
BALGLEY FAMILY CHARITABLE FOUNDATION
EIN:
83-1150552
Name of Bond End of Year Book Value End of Year Fair Market Value
TAXABLE BONDS 1,389,652 1,391,113

TY 2023 InvestmentsCorpStockSchedule
Name:
BALGLEY FAMILY CHARITABLE FOUNDATION
EIN:
83-1150552
Name of Stock End of Year Book Value End of Year Fair Market Value
PUBLICLY TRADED STOCKS 4,645,915 5,950,445

TY 2023 InvestmentsOtherSchedule2
Name:
BALGLEY FAMILY CHARITABLE FOUNDATION
EIN:
83-1150552
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
PUBLICLY TRADED PARTNERSHIPS AT COST 53,772 65,100

TY 2023 LegalFeesSchedule
Name:
BALGLEY FAMILY CHARITABLE FOUNDATION
EIN:
83-1150552
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 40,135 0   0


TY 2023 OtherExpensesSchedule
Name:
BALGLEY FAMILY CHARITABLE FOUNDATION
EIN:
83-1150552
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
K1 PLAINS ALL AMERICA - MISC EXPENSE ITEMS 19 0   0
K1 LAZARD - PORTFOLIO EXPENSES 61 0   0


TY 2023 TaxesSchedule
Name:
BALGLEY FAMILY CHARITABLE FOUNDATION
EIN:
83-1150552
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX WITHHELD ON DIVIDENDS 1,565 0   0
FOREIGN TAXES - PLAINS K-1 408 0   0
FEDERAL EXCIISE TAX 5,582 0   0