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
KITCHINGS FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 919798
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ORLANDO, FL328919798
A Employer identification number

06-6044228
B Telephone number (see instructions)

(404) 419-3245
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$79,665,234J 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      
4 Dividends and interest from securities... 1,742,949 1,740,818  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 5,389,740
b Gross sales price for all assets on line 6a 11,896,358
7 Capital gain net income (from Part IV, line 2)... 5,389,740
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 7,132,689 7,130,558  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 658,475 329,237   329,238
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
70,921 6,798   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,086 216   870
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 730,482 336,251 0 330,108
25 Contributions, gifts, grants paid....... 3,455,000 3,455,000
26 Total expenses and disbursements. Add lines 24 and 25 4,185,482 336,251 0 3,785,108
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,947,207
b Net investment income (if negative, enter -0-) 6,794,307
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 3,350 3,603 3,603
2 Savings and temporary cash investments......... 1,215,709 1,954,121 1,954,121
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 17,682,032 Click to see attachment
List of Attached Documents:
// Content
14,161,983 		59,057,691
c Investments—corporate bonds (attach schedule)....... 2,733,516 Click to see attachment
List of Attached Documents:
// Content
10,096,398 		9,890,999
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).......... 8,196,522 Click to see attachment
List of Attached Documents:
// Content
6,544,749 		8,758,820
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) 29,831,129 32,760,854 79,665,234
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 29,831,129 32,760,854
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)..... 29,831,129 32,760,854
30 Total liabilities and net assets/fund balances (see instructions). 29,831,129 32,760,854
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
29,831,129
2
Enter amount from Part I, line 27a .....................
2
2,947,207
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
13,910
4
Add lines 1, 2, and 3 ..........................
4
32,792,246
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
31,392
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
32,760,854
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 143.369 DFA L/C INTERNATIONAL PORTF   2022-07-19 2023-01-03
b 4165.119 DFA L/C INTERNATIONAL PORTF     2023-01-03
c 5000. MEDTRONIC PLC     2023-03-08
d 200. COSTCO WHOLESALE CORP     2023-03-22
e 100. NVIDIA CORP   2020-10-12 2023-03-22
4000. LYONDELLBASELL INDUSTRIES NV     2023-03-22
10000. COCA COLA COMPANY   1949-07-12 2023-04-21
6000. BANK OF AMER CORP COMMON     2023-05-05
7000. CVS CORP COMMON     2023-05-05
4000. CAPITAL ONE FINL CORP     2023-05-05
4000. CARRIER GLOBAL CORP     2023-05-05
4000. CROWN CASTLE INC REIT     2023-05-05
1700. GOLDMAN SACHS GROUP COMMON     2023-05-05
1000. J.P. MORGAN CHASE & CO.     2023-05-05
1000. ORACLE CORPORATION   2012-08-27 2023-05-05
2000. OTIS WORLDWIDE CORP     2023-05-05
20554.985 VANGUARD TOTAL BD MKT INDEX-INST   2016-02-17 2023-05-05
500. VISA INC   2010-10-01 2023-05-05
10000. VERIZON COMMUNICATIONS INC     2023-06-29
338. ABBOTT LABORATORIES   2014-10-29 2023-10-31
177. ABBVIE INC   2010-02-19 2023-10-31
206. ALLSTATE CORP   2015-10-29 2023-10-31
412. ALPHABET INC CL C   2019-04-01 2023-10-31
384. ALPHABET INC CL A     2023-10-31
294. AMAZON COM INC COM   2018-09-10 2023-10-31
147. AMERICAN ELECTRIC POWER   2022-07-19 2023-10-31
147. AMGEN INCORPORATED   2016-03-24 2023-10-31
735. APPLE COMPUTER CORPORATION COMMON   2017-07-11 2023-10-31
1175. BANK OF AMER CORP COMMON     2023-10-31
15. BERKSHIRE HATHAWAY INC CL B   2018-10-24 2023-10-31
5. BOOKING HOLDINGS INC   2023-06-29 2023-10-31
103. BRISTOL MYERS SQUIBB COMPANY   2022-07-19 2023-10-31
47. BROADCOM INC   2019-11-12 2023-10-31
294. CHEVRON TEXACO CORP COMMON   2020-10-12 2023-10-31
882. COMCAST CORP NEW CL A   2019-04-01 2023-10-31
147. CORTEVA INC   2022-07-19 2023-10-31
45. COSTCO WHOLESALE CORP   2016-07-12 2023-10-31
250. DISNEY WALT COMPANY   2007-04-03 2023-10-31
177. EMERSON ELECTRIC   2022-05-05 2023-10-31
52. HCA HOLDINGS INC   2022-04-21 2023-10-31
147. HOME DEPOT INCORPORATED   2009-04-02 2023-10-31
89. HONEYWELL INTERNATIONAL INC   2018-09-28 2023-10-31
324. J.P. MORGAN CHASE & CO.   2010-01-19 2023-10-31
177. JOHNSON & JOHNSON   2022-05-05 2023-10-31
89. MCDONALDS CORPORATION   2007-04-03 2023-10-31
294. MERCK & CO INC   2013-09-25 2023-10-31
500. MICROSOFT CORPORATION   2015-09-24 2023-10-31
441. MORGAN STANLEY DEAN WITTER DIS CO   2015-03-11 2023-10-31
236. NEXTERA ENERGY INC   2021-02-25 2023-10-31
45. NVIDIA CORP   2020-10-12 2023-10-31
382. ORACLE CORPORATION   2012-08-27 2023-10-31
147. PNC BANK CORP COM   2015-09-30 2023-10-31
588. PFIZER INCORPORATED   2016-04-07 2023-10-31
74. PIONEER NAT RES CO COMMON   2022-07-19 2023-10-31
118. PROCTOR AND GAMBLE COMPANY   1947-09-29 2023-10-31
147. QUALCOMM INC COMMON   2021-01-07 2023-10-31
89. QUANTA SERVICES INC COMMON   2022-11-29 2023-10-31
256. RTX CORPORATION     2023-10-31
177. SOUTHERN COMPANY   2004-02-26 2023-10-31
177. TEXAS INSTRUMENTS INC COM STK   2016-02-12 2023-10-31
21. THERMO ELECTRON COMMON   2020-10-12 2023-10-31
206. UNION PAC CORP   2008-08-26 2023-10-31
89. UNITED HEALTH GROUP INC   2018-08-08 2023-10-31
250. VISA INC   2010-10-01 2023-10-31
177. WAL MART STORES INCORPORATED   2015-09-24 2023-10-31
294. WELLS FARGO COMPANY   2004-02-26 2023-10-31
45. LINDE PLC   2018-10-31 2023-10-31
147. TRANE TECHNOLOGIES PLC   2018-08-03 2023-10-31
695. ABBOTT LABORATORIES     2023-12-21
363. ABBVIE INC     2023-12-21
423. ALLSTATE CORP   2015-10-29 2023-12-21
846. ALPHABET INC CL C     2023-12-21
789. ALPHABET INC CL A   2010-02-19 2023-12-21
605. AMAZON COM INC COM   2018-09-10 2023-12-21
303. AMERICAN ELECTRIC POWER   2022-07-19 2023-12-21
303. AMGEN INCORPORATED   2016-03-24 2023-12-21
1511. APPLE COMPUTER CORPORATION COMMON     2023-12-21
1221.046 ARTISAN INTL VALUE FUND-INS   2021-08-27 2023-12-21
2418. BANK OF AMER CORP COMMON     2023-12-21
31. BERKSHIRE HATHAWAY INC CL B   2018-10-24 2023-12-21
10. BOOKING HOLDINGS INC   2023-06-29 2023-12-21
212. BRISTOL MYERS SQUIBB COMPANY   2022-07-19 2023-12-21
97. BROADCOM INC   2019-11-12 2023-12-21
605. CHEVRON TEXACO CORP COMMON   2020-10-12 2023-12-21
1813. COMCAST CORP NEW CL A   2019-04-01 2023-12-21
303. CORTEVA INC   2022-07-19 2023-12-21
91. COSTCO WHOLESALE CORP   2016-07-12 2023-12-21
5761.12 DFA L/C INTERNATIONAL PORTF   2011-09-30 2023-12-21
514. DISNEY WALT COMPANY   2007-04-03 2023-12-21
363. EMERSON ELECTRIC     2023-12-21
106. HCA HOLDINGS INC   2022-04-21 2023-12-21
303. HOME DEPOT INCORPORATED   2009-04-02 2023-12-21
182. HONEYWELL INTERNATIONAL INC   2018-09-28 2023-12-21
748. I SHARES EAFE INDEX FUND     2023-12-21
779. ISHARES S&P MIDCAP 400 INDEX FUND   2022-07-19 2023-12-21
15000. ISHARES HIGH DIVIDEND ETF     2023-12-21
665. J.P. MORGAN CHASE & CO.     2023-12-21
363. JOHNSON & JOHNSON   2022-05-05 2023-12-21
182. MCDONALDS CORPORATION   2007-04-03 2023-12-21
605. MERCK & CO INC   2013-09-25 2023-12-21
1028. MICROSOFT CORPORATION     2023-12-21
907. MORGAN STANLEY DEAN WITTER DIS CO   2015-03-11 2023-12-21
484. NEXTERA ENERGY INC   2021-02-25 2023-12-21
91. NVIDIA CORP   2020-10-12 2023-12-21
786. ORACLE CORPORATION   2012-08-27 2023-12-21
303. PNC BANK CORP COM   2015-09-30 2023-12-21
1209. PFIZER INCORPORATED     2023-12-21
152. PIONEER NAT RES CO COMMON   2022-07-19 2023-12-21
242. PROCTOR AND GAMBLE COMPANY   1947-09-29 2023-12-21
303. QUALCOMM INC COMMON   2021-01-07 2023-12-21
182. QUANTA SERVICES INC COMMON   2022-11-29 2023-12-21
526. RTX CORPORATION   2016-07-12 2023-12-21
363. SOUTHERN COMPANY   2004-02-26 2023-12-21
363. TEXAS INSTRUMENTS INC COM STK   2016-02-12 2023-12-21
43. THERMO ELECTRON COMMON   2020-10-12 2023-12-21
423. UNION PAC CORP   2008-08-26 2023-12-21
182. UNITED HEALTH GROUP INC   2018-08-08 2023-12-21
514. VISA INC   2010-10-01 2023-12-21
363. WAL MART STORES INCORPORATED   2015-09-24 2023-12-21
605. WELLS FARGO COMPANY   2004-02-26 2023-12-21
91. LINDE PLC   2018-10-31 2023-12-21
303. TRANE TECHNOLOGIES PLC   2018-08-03 2023-12-21
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(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 3,328   3,226 102
b 96,672   82,603 14,069
c 393,915   417,327 -23,412
d 98,709   46,865 51,844
e 27,176   14,305 12,871
352,567   245,915 106,652
639,845   1,123 638,722
165,602   102,330 63,272
498,141   215,884 282,257
353,760   167,442 186,318
167,269   28,119 139,150
475,625   345,257 130,368
554,646   195,854 358,792
136,437   44,325 92,112
95,989   32,030 63,959
172,325   42,058 130,267
200,000   221,583 -21,583
114,661   9,195 105,466
367,523   328,999 38,524
32,027   14,449 17,578
24,796   5,009 19,787
26,304   12,809 13,495
51,348   24,576 26,772
47,363   10,056 37,307
39,029   28,511 10,518
11,068   13,863 -2,795
37,085   21,917 15,168
125,028   26,675 98,353
30,737   19,621 11,116
5,105   3,043 2,062
13,949   13,285 664
5,277   7,636 -2,359
39,533   14,754 24,779
42,498   21,818 20,680
36,104   35,321 783
7,027   7,746 -719
24,878   7,489 17,389
20,290   8,668 11,622
15,690   16,156 -466
11,755   14,251 -2,496
41,781   3,678 38,103
16,295   14,190 2,105
45,017   14,049 30,968
26,159   31,760 -5,601
23,306   4,032 19,274
30,153   13,400 16,753
168,763   21,735 147,028
31,100   15,435 15,665
13,750   17,302 -3,552
18,237   6,437 11,800
39,362   12,235 27,127
16,723   13,086 3,637
17,980   18,256 -276
17,656   15,436 2,220
17,677   20 17,657
15,963   22,726 -6,763
14,847   12,820 2,027
20,611   15,196 5,415
11,893   5,310 6,583
25,210   8,980 16,230
9,359   9,827 -468
42,708   8,305 34,403
47,599   22,974 24,625
58,894   4,598 54,296
28,934   11,228 17,706
11,602   8,426 3,176
17,230   7,355 9,875
27,946   11,003 16,943
75,327   27,892 47,435
55,197   10,270 44,927
57,052   26,302 30,750
119,656   37,638 82,018
110,542   10,662 99,880
92,347   58,670 33,677
24,344   28,574 -4,230
84,441   45,175 39,266
294,048   43,554 250,494
55,350   56,156 -806
80,268   38,954 41,314
11,039   6,288 4,751
34,990   26,570 8,420
10,920   15,717 -4,797
108,974   30,450 78,524
90,752   44,899 45,853
78,632   72,605 6,027
14,338   15,967 -1,629
60,250   15,145 45,105
150,250   94,079 56,171
46,956   17,820 29,136
34,620   30,572 4,048
28,377   29,049 -672
105,962   7,581 98,381
37,262   29,019 8,243
55,589   45,929 9,660
214,453   180,872 33,581
1,516,987   1,558,310 -41,323
110,933   28,731 82,202
56,162   65,135 -8,973
52,752   8,246 44,506
64,228   27,575 36,653
381,709   43,932 337,777
83,641   31,745 51,896
29,033   35,484 -6,451
44,267   13,017 31,250
82,345   25,176 57,169
46,136   26,974 19,162
34,200   37,129 -2,929
34,654   31,706 2,948
34,769   42 34,727
42,954   46,844 -3,890
38,759   26,217 12,542
43,529   31,220 12,309
25,172   10,890 14,282
60,443   18,417 42,026
22,588   20,122 2,466
101,006   17,053 83,953
94,351   46,980 47,371
133,104   9,452 123,652
56,157   23,028 33,129
29,903   17,339 12,564
37,112   14,874 22,238
73,124   22,679 50,445
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
      16,568
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       102
b       14,069
c       -23,412
d       51,844
e       12,871
      106,652
      638,722
      63,272
      282,257
      186,318
      139,150
      130,368
      358,792
      92,112
      63,959
      130,267
      -21,583
      105,466
      38,524
      17,578
      19,787
      13,495
      26,772
      37,307
      10,518
      -2,795
      15,168
      98,353
      11,116
      2,062
      664
      -2,359
      24,779
      20,680
      783
      -719
      17,389
      11,622
      -466
      -2,496
      38,103
      2,105
      30,968
      -5,601
      19,274
      16,753
      147,028
      15,665
      -3,552
      11,800
      27,127
      3,637
      -276
      2,220
      17,657
      -6,763
      2,027
      5,415
      6,583
      16,230
      -468
      34,403
      24,625
      54,296
      17,706
      3,176
      9,875
      16,943
      47,435
      44,927
      30,750
      82,018
      99,880
      33,677
      -4,230
      39,266
      250,494
      -806
      41,314
      4,751
      8,420
      -4,797
      78,524
      45,853
      6,027
      -1,629
      45,105
      56,171
      29,136
      4,048
      -672
      98,381
      8,243
      9,660
      33,581
      -41,323
      82,202
      -8,973
      44,506
      36,653
      337,777
      51,896
      -6,451
      31,250
      57,169
      19,162
      -2,929
      2,948
      34,727
      -3,890
      12,542
      12,309
      14,282
      42,026
      2,466
      83,953
      47,371
      123,652
      33,129
      12,564
      22,238
      50,445
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 5,389,740
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 94,441
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 94,441
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 94,441
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 60,066
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 81,596
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 141,662
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 47,221
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow47,221 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCT
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowTRUIST BANK Telephone no.right arrow (404) 419-3245

Located atright arrowPO BOX 919798ORLANDOFL ZIP+4right arrow32891
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
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
KENNETH KITCHINGS CO-TRUSTEE
1 		0    
46-2 SILL LANE
OLD LYME,CT06371
TRUIST BANK CO-TRUSTEE
1 		658,475    
PO BOX 919798
ORLANDO,FL32891
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
73,563,917
b
Average of monthly cash balances.......................
1b
2,264,347
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
75,828,264
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
75,828,264
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,137,424
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
74,690,840
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,734,542
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
3,734,542
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
94,441
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
94,441
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,640,101
4
Recoveries of amounts treated as qualifying distributions................
4
5,000
5
Add lines 3 and 4............................
5
3,645,101
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
3,645,101
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
3,785,108
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
3,785,108
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 3,645,101
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 3,433,263
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 3,785,108
a Applied to 2022, but not more than line 2a 3,433,263
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..... 351,845
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 .......... 		3,293,256
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.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or 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

ABORTION CARE NETWORK

1300 I STREET NW STE 400E
WASHINGTON,DC20005 		NONE PC GENERAL OPERATING 90,000

ADELBROOK BEHAVIORAL AND DEVELOPMENTAL
SERVICES
60 HICKSVILLE RD
CROMWELL,CT06416 		NONE PC GENERAL OPERATING 10,000

A LITTLE COMPASSION INC

162 MAIN ST
DEEP RIVER,CT06417 		NONE PC GENERAL OPERATING 10,000

AMERICAN ANTIQUARIAN SOCIETY

185 SALISBURY ST
WORCESTER,MA01609 		NONE PC GENERAL OPERATING 5,000

AMERICAN MUSEUM OF NATURAL HISTORY

200 CENTRAL PARK WEST
NEW YORK,NY10024 		NONE PC GENERAL OPERATING 10,000

AMHERST COLLEGE TRUSTEES
FOLGER SHAKESPEARE LIBRARY
201 EAST CAPITOL STREET SE
WASHINGTON,DC20003 		NONE PC GENERAL OPERATING 5,000

A PLACE CALLED HOPE

154 POND MEADOW RD
KILLINGWORTH,CT06419 		NONE PC GENERAL OPERATING 10,000

ARTISTS COLLECTIVE INCORPORATED

1200 ALBANY AVENUE
HARTFORD,CT06112 		NONE PC GENERAL OPERATING 60,000

AVALONIA LAND CONSERVANCY

PO BOX 49
OLD MYSTIC,CT06372 		NONE PC GENERAL OPERATING 15,000

BACKCOUNTRY JAZZ CONCERTS

15 EAST PUTNAM AVENUE BOX 397
GREENWICH,CT06830 		NONE PC GENERAL OPERATING 15,000

BAPTIST HEALTH SOUTH FLORIDA FDN

6855 RED ROAD
CORAL GABLES,FL33143 		NONE PC GENERAL OPERATING 20,000

BETH ISRAEL DEACONESS MEDICAL CTR

330 BROOKLINE AVENUE
BOSTON,MA02215 		NONE PC GENERAL OPERATING 5,000

BIKES FOR KIDS

PO BOX 94
CENTERBROOK,CT06409 		NONE PC GENERAL OPERATING 10,000

BOSTON CHILDREN'S HOSPITAL

401 PARK DR STE 602
BOSTON,MA02215 		NONE PC GENERAL OPERATING 5,000

BROOKLINE EDUCATION FOUNDATION

PO BOX 470652
BROOKLINE,MA02447 		NONE PC GENERAL OPERATING 20,000

BROOKLYN BRIDGE PARK CONSERVANCY

334 FURMAN ST
BROOKLYN,NY11201 		NONE PC GENERAL OPERATING 15,000

CHILD AND FAMILY AGENCY OF SE CONNECTICUT

7 VAUXHALL ST
NEW LONDON,CT06320 		NONE PC GENERAL OPERATING 5,000

COAST GUARD FOUNDATION INC
ATTNMR MARC CREGAN
394 TAUGWONK ROAD
STONINGTON,CT06378 		NONE PC GENERAL OPERATING 10,000

CONNECTICUT EARLY MUSIC SOCIETY INC

PO BOX 329
NEW LONDON,CT06320 		NONE PC GENERAL OPERATING 10,000

COLGATE UNIVERSITY

13 OAK DRIVE
HAMILTON,NY13346 		NONE PC GENERAL OPERATING 10,000

COMMUNITY FOUNDATION OF MIDDLESEX COUNTY

49 MAIN STREET
MIDDLETOWN,CT06457 		NONE PC GENERAL OPERATING 20,000

COMMUNITY FOUNDATION OF EASTERN CT

68 FEDERAL STREET
NEW LONDON,CT06320 		NONE PC GENERAL OPERATING 65,000

CONNECTICUT RIVER CONSERVANCY
ATTN MR BRETT MORRISON
15 BANK ROW
GREENFIELD,MA01301 		NONE PC GENERAL OPERATING 30,000

CON BRIO CHORAL SOCIETY INC

PO BOX 312
CENTERBROOK,CT06409 		NONE PC GENERAL OPERATING 10,000

CONNECTICUT COLLEGE
ATTNMRS NAIMA GHERBI
270 MOHEGAN AVENUE
NEW LONDON,CT06320 		NONE PC GENERAL OPERATING 10,000

CONNECTICUT FOREST AND PARK
ATTNMR JAMES LITTLE
16 MERIDEN ROAD
ROCKFALL,CT06481 		NONE PC GENERAL OPERATING 20,000

CONNECTICUT LEAGUE OF CONSERVATION VOTERS

553 FARMINGTON AVE
HARTFORD,CT06105 		NONE PC GENERAL OPERATING 15,000

CONNECTICUT PUBLIC BROADCASTING

1049 ASYLUM AVENUE
HARTFORD,CT06105 		NONE PC GENERAL OPERATING 10,000

COMMUNITY MUSIC SCHOOL INC

PO BOX 387
CENTERBROOK,CT06409 		NONE PC GENERAL OPERATING 10,000

CORAL RESTORATION FOUNDATION

89111 OVERSEAS HWY
TAVERNIER,FL33070 		NONE PC GENERAL OPERATING 20,000

CROSBY FUND FOR HAITIAN EDUCATION INC

19 BINNEY ROAD
OLD LYME,CT06371 		NONE PC GENERAL OPERATING 10,000

CT FOUNDATION FOR DENTAL OUTREACH

835 WEST QUEEN STREET
SOUTHINGTON,CT06489 		NONE PC GENERAL OPERATING 10,000

CT RIVER FDN - STEAMBOAT DOCK

67 MAIN STREET
ESSEX,CT06426 		NONE PC GENERAL OPERATING 50,000

CULTIVATING COMMUNITY

PO BOX 3792
PORTLAND,ME04104 		NONE PC GENERAL OPERATING 10,000

CULTURAL SURVIVAL INC
ATTNMS MIRANDA VITELLO
2067 MASSACHUSETTS AVE
CAMBRIDGE,MA02140 		NONE PC GENERAL OPERATING 20,000

DENISON PEQUOTSEPOS NATURE CENTER

PO BOX 122
MYSTIC,CT06355 		NONE PC GENERAL OPERATING 20,000

EARTHJUSTICE
ATTN ALYSSA RIDLEY
50 CALIFORNIA STREET SUITE 500
SAN FRANCISCO,CA94111 		NONE PC GENERAL OPERATING 20,000

EASTERN CONNECTICUT STATE UNIV FDN

83 WINDHAM STREET
WILLIAMANTIC,CT062262211 		NONE PC GENERAL OPERATING 30,000

EASTERN CONNECTICUT SYMPHONY INC

289 STATE ST
NEW LONDON,CT06320 		NONE PC GENERAL OPERATING 15,000

ELLIS MARSALIS CENTER FOR MUSIC

1901 BARTHOLOMEW STREET
NEW ORLEANS,LA70117 		NONE PC GENERAL OPERATING 30,000

EQUAL JUSTICE INITIATIVE
ATTNMRS LENDRIA GLASS
122 COMMERCE STREET
MONTGOMERY,AL36104 		NONE PC GENERAL OPERATING 20,000

ESSEX WINTER SERIES INC

PO BOX 383
ESSEX,CT06426 		NONE PC GENERAL OPERATING 10,000

ESSEX AMBULANCE

PO BOX 233
IVORYTON,CT06442 		NONE PC GENERAL OPERATING 10,000

ESSEX ELEMENTARY SCHOOL FOUNDATION

PO BOX 882
ESSEX,CT06426 		NONE PC GENERAL OPERATING 5,000

ESSEX FIRE ENGINE CO 1 SPECIAL ACCT
ATTNMR ROBERT PARKERSON
PO BOX 786
ESSEX,CT06426 		NONE PC GENERAL OPERATING 5,000

ESSEX FOUNDATION
ATTNMRS CHERYL HARGER
PO BOX 64
ESSEX,CT06426 		NONE PC GENERAL OPERATING 5,000

ESSEX GARDEN CLUB

PO BOX 936
ESSEX,CT06426 		NONE PC GENERAL OPERATING 20,000

ESSEX HISTORICAL SOCIETY

PO BOX 123
ESSEX,CT06426 		NONE PC GENERAL OPERATING 20,000

ESSEX LAND CONSERVATION TRUST

PO BOX 373
ESSEX,CT06426 		NONE PC GENERAL OPERATING 15,000

ESSEX LIBRARY ASSOCIATION INC

33 WEST AVENUE
ESSEX,CT06426 		NONE PC GENERAL OPERATING 15,000

ESSEX ROTARY SCHOLARSHIP FOUNDATION

PO BOX 484
ESSEX,CT06426 		NONE PC GENERAL OPERATING 5,000

ESTUARY COUNCIL OF SENIORS INC

220 MAIN STREET
OLD SAYBROOK,CT06475 		NONE PC GENERAL OPERATING 20,000

FIRST CONGREGATIONAL CHURCH OF OLD LYME

2 FERRY RD
OLD LYME,CT06371 		NONE PC GENERAL OPERATING 10,000

FLORENCE GRISWOLD MUSEUM

96 LYME STREET
OLD LYME,CT06371 		NONE PC GENERAL OPERATING 10,000

FOUNDATION FOR DIVERSITY IN THE ARTS
ATTNMS ABIGAIL GRUBB
170 DARTING RD
SALEM,CT06420 		NONE PC GENERAL OPERATING 25,000

FRIENDS OF SOUTH FLORIDA MUSIC INC

PO BOX 65007
MIAMI,FL33265 		NONE PC GENERAL OPERATING 5,000

FRIENDS OF THE EVERGLADES INC

3727 SE OCEAN BLVD STE 200
STUART,FL34996 		NONE PC GENERAL OPERATING 5,000

GARDE ARTS CENTER INC

325 STATE STREET
NEW LONDON,CT06320 		NONE PC GENERAL OPERATING 30,000

GOODSPEED OPERA HOUSE FOUNDATION

6 MAIN STREET
EAST HADDAM,CT06423 		NONE PC GENERAL OPERATING 5,000

GROTON OPEN SPACE ASSOCIATION

PO BOX 9187
GROTON,CT06340 		NONE PC GENERAL OPERATING 20,000

HAND IN HAND MANO EN MANO

PO BOX 573
MILBRIDGE,ME04658 		NONE PC GENERAL OPERATING 10,000

HER VILLAGE INC
ATTNMRS CHANTAL ALLISON-KONTEH
1820 TOPPING AVE
NEW YORK,NY10457 		NONE PC GENERAL OPERATING 15,000

HIGH HOPES THERAPEUTIC RIDING

36 TOWN WOODS ROAD
OLD LYME,CT06371 		NONE PC GENERAL OPERATING 25,000

HISTORICALLY BLACK COLLEGE ALUMNI

PO BOX 1385
NEW LONDON,CT06320 		NONE PC GENERAL OPERATING 10,000

HOLE IN THE WALL GANG FUND INC

555 LONG WHARF DR
NEW HAVEN,CT065116107 		NONE PC GENERAL OPERATING 20,000

IVORYTON LIBRARY ASSOCATION

106 MAIN ST PO BOX 515
IVORYTON,CT06442 		NONE PC GENERAL OPERATING 15,000

IVORYTON PLAYHOUSE FOUNDATION

103 MAIN STREET PO BOX 458
IVORYTON,CT06442 		NONE PC GENERAL OPERATING 10,000

JAZZ FOUNDATION OF AMERICA INC
ATTNMS NATALIE NACHIMSON
247 WEST 37TH STREET SUITE 201
NEW YORK,NY10022 		NONE PC GENERAL OPERATING 30,000

JAZZ HOUSE KIDS INC

347 BLOOMFIELD AVENUE LOWER LEVEL
MONTCLAIR,NJ07042 		NONE PC GENERAL OPERATING 10,000

JAZZMOBILE INC
ATTNMS ROBIN BELL-STEVENS
163 W 125TH STREET SUITE 906
NEW YORK,NY10027 		NONE PC GENERAL OPERATING 20,000

JAZZREACH PERFORMING ART & EDUCATION

45 MAIN STREET SUITE 728
BROOKLYN,NY11201 		NONE PC GENERAL OPERATING 25,000

KATHARINE HEPBURN CULTURAL ARTS CENTER
ATTNMS ROBIN ANDREOLI
300 MAIN STREET
OLD SAYBROOK,CT06475 		NONE PC GENERAL OPERATING 5,000

KEYS CHILDRENS FOUNDATION INC
ATTNMR KENDALL HENDRICK
24 DOCKSIDE LANE PMB 139
KEY LARGO,FL33037 		NONE PC GENERAL OPERATING 20,000

LA GRUA CENTER

PO BOX 342
STONINGTON,CT06378 		NONE PC GENERAL OPERATING 10,000

LELAND STANFORD JUNIOR UNIVERSITY

326 GALVEZ ST
STANFORD,CA94305 		NONE PC GENERAL OPERATING 20,000

LIVEWELL FOUNDATION

220 WEST RITTENHOUSE
PHILADELPHIA,PA19103 		NONE PC GENERAL OPERATING 20,000

LOUIS ARMSTRONG HOUSE MUSEUM

34-56 107TH ST
CORONA,NY11368 		NONE PC GENERAL OPERATING 20,000

LYME ART ASSOC INC
ATTNDR ELSBETH DOWD
90 LYME STREET
OLD LYME,CT06371 		NONE PC GENERAL OPERATING 10,000

LYMES YOUTH SERVICE BUREAU

PO BOX 589
OLD LYME,CT06371 		NONE PC GENERAL OPERATING 10,000

MAINE ISLAND TRAIL ASSOCIATION
ATTNMR JACK PHILLIPS
100 KENSINGTON ST 2ND FL
PORTLAND,ME04103 		NONE PC GENERAL OPERATING 10,000

MAPS

PO BOX 103004
PASADENA,CA911893004 		NONE PC GENERAL OPERATING 100,000

MARVELWOOD PREPARATORY SCHOOL

476 SKIFF MOUNTAIN RD
KENT,CT06757 		NONE PC GENERAL OPERATING 5,000

MIDDLESEX HOSPITAL

28 CRESCENT STREET
MIDDLETOWN,CT06457 		NONE PC GENERAL OPERATING 120,000

MID-COLUMBIA COMMUNITY ACTION COUNCIL

312 E 4TH ST
THE DALLES,OR970582208 		NONE PC GENERAL OPERATING 7,500

MUSICAL MASTERWORKS INC

PO BOX 684
OLD LYME,CT06371 		NONE PC GENERAL OPERATING 10,000

MUSICNOW FOUNDATION INC

9 FLAT ROCK HILL RD
OLD LYME,CT06371 		NONE PC GENERAL OPERATING 5,000

MYSTIC & NOANK LIBARY

40 LIBRARY ST
MYSTIC,CT063552418 		NONE PC GENERAL OPERATING 20,000

MYSTIC SEAPORT MUSEUM INC

75 GREENMANVILLE AVE
MYSTIC,CT06355 		NONE PC GENERAL OPERATING 115,000

NATURAL RESOURCES DEFENSE COUNCIL

40 W 20TH ST 11TH FL
NEW YORK,NY10011 		NONE PC GENERAL OPERATING 20,000

NETHERLAND-AMERICA FOUNDATION

505 EIGHTH AVENUE STE 12A05
NEW YORK,NY10018 		NONE PC GENERAL OPERATING 20,000

NEW LONDON EDUCATION FOUNDATION

PO BOX 343
NEW LONDON,CT063200343 		NONE PC GENERAL OPERATING 20,000

NEW LONDON HOMELESS HOSPITALITY CENTER
INC
730 STATE PIER ROAD
NEW LONDON,CT06320 		NONE PC GENERAL OPERATING 10,000

NEWS LITERACY PROJECT INC

5335 WISCONSIN AVE NW 440
WASHINGTON,DC20015 		NONE PC GENERAL OPERATING 20,000

NEWPORT FESTIVALS FOUNDATION

PO BOX 3865
NEWPORT,RI02840 		NONE PC GENERAL OPERATING 35,000

NEXT DOOR INC

965 TUCKER RD
HOOD RIVER,OR97031 		NONE PC GENERAL OPERATING 15,000

OCEAN REEF ART LEAGUE INC

120 ANCHOR DR
KEY LARGO,FL33037 		NONE PC GENERAL OPERATING 10,000

OCEAN REEF CHAPEL FOUNDATION INC

24 DOCKSIDE LANE PMB 430
KEY LARGO,FL33037 		NONE PC GENERAL OPERATING 20,000

OCEAN CONSERVANCY

1300 19TH ST NW 8TH FL
WASHINGTON,DC20036 		NONE PC GENERAL OPERATING 25,000

OCEAN REEF CULTURAL CENTER INC

200 ANCHOR DRIVE
KEY LARGO,FL33037 		NONE PC GENERAL OPERATING 20,000

OCEANA INC

1025 CONNECTICUT AVE NW STE 200
WASHINGTON,DC20036 		NONE PC GENERAL OPERATING 100,000

OCEAN REEF MEDICAL CENTER FOUNDATION

50 BARRACUDA LN
KEY LARGO,FL33037 		NONE PC GENERAL OPERATING 50,000

OLD LYME FIRE DEPARTMENT INC
ATTNMR THOMAS NEGRELLI
69 LYME ST
OLD LYME,CT06371 		NONE PC GENERAL OPERATING 10,000

OLD LYME SOUTH END VOLUNTEER AMBULANCE ASSN

PO BOX 911
OLD LYME,CT07361 		NONE PC GENERAL OPERATING 10,000

OLD LYME-PHOEBE GRIFFIN NOYES LIBRARY
ASSN
2 LIBRARY LN
OLD LYME,CT06371 		NONE PC GENERAL OPERATING 10,000

OLD LYME LAND TRUST INC

P O BOX 163
OLD LYME,CT06371 		NONE PC GENERAL OPERATING 10,000

PINE POINT SCHOOL INC

89 BARNES ROAD
STONINGTON,CT06378 		NONE PC GENERAL OPERATING 50,000

PLANNED PARENTHOOD LEAGUE OF
MASSACHUSETTS INC
1055 COMMONWEALTH AVE
BOSTON,MA02215 		NONE PC GENERAL OPERATING 5,000

PLANNED PARENTHOOD OF SOUTHERN NE

345 WHITNEY AVENUE
NEW HAVEN,CT06511 		NONE PC GENERAL OPERATING 60,000

PROTESTANT CONGREGATION OF OCEAN REEF IN

31 OCEAN REEF DR C-101-248
KEY LARGO,FL33037 		NONE PC GENERAL OPERATING 50,000

QUEBEC LABRADOR FOUNDATION

4 SOUTH MAIN STREET
IPSWICH,MA01938 		NONE PC GENERAL OPERATING 75,000

READ TO GROW INC

53 SCHOOL GROUND ROAD 3
BRANFORD,CT06405 		NONE PC GENERAL OPERATING 5,000

ROTARY CLUB OF ESSEX FOUNDATION

PO BOX 484
ESSEX,CT06426 		NONE PC GENERAL OPERATING 5,000

SAFE FUTURES INC

16 JAY ST
NEW LONDON,CT06320 		NONE PC GENERAL OPERATING 25,000

SALISBURY SCHOOL INC

251 CANAAN ROAD
SALISBURY,CT06069 		NONE PC GENERAL OPERATING 10,000

SALT MARSH OPERA COMPANY

PO BOX 227
STONINGTON,CT06378 		NONE PC GENERAL OPERATING 15,000

SAVE THE SOUND
ATTNMRS WILLOW SIRCH
127 CHURCH ST 2ND FL
NEW HAVEN,CT06510 		NONE PC GENERAL OPERATING 50,000

SEA SHEPHERD CONSERVATOIN SOCIETY

PO BOX 8628
ALEXANDRIA,VA22306 		NONE PC GENERAL OPERATING 75,000

SEA RESEARCH FOUNDATION INC

55 COOGAN BLVD
MYSTIC,CT06355 		NONE PC GENERAL OPERATING 30,000

SHORELINE SOUP KITCHENS & PANTRIES INC

PO BOX 804
ESSEX,CT06498 		NONE PC GENERAL OPERATING 30,000

STANFORD DAILY PUBLISHING CORP
ATTNMS CLAIRE WANG
456 PANAMA MALL
STANFORD,CA94305 		NONE PC GENERAL OPERATING 25,000

ST JUDE CHILDRENS RESEARCH HOSPITAL
ATTNMRS DONNA SHRIVES
501 ST JUDE PL
MEMPHIS,TN38105 		NONE PC GENERAL OPERATING 30,000

STONINGTON LAND TRUST INC

PO BOX 812
STONINGTON,CT06378 		NONE PC GENERAL OPERATING 15,000

STONINGTON FREE LIBRARY ASSOCIATION

20 HIGH STREET PO BOX 232
STONINGTON,CT06378 		NONE PC GENERAL OPERATING 20,000

THE ANSOB CENTER FOR REFUGEES

2819 STEINWAY STREET
ASTORIA,NY11103 		NONE PC GENERAL OPERATING 5,000

THAMES RIVER COMMUNITY SERVICE INC

ONE THAMES RIVER PLACE
NORWICH,CT06360 		NONE PC GENERAL OPERATING 30,000

THE NATURE CONSERVANCY CONNECTICUT

55 CHURCH STREET FLOOR 3
NEW HAVEN,CT06510 		NONE PC GENERAL OPERATING 25,000

THE ANA GRACE PROJECT

PO BOX 3332
NEWTOWN,CT06470 		NONE PC GENERAL OPERATING 30,000

THE CONNECTICUT AUDUBON SOCIETY

314 UNQUOWA RD
FAIRFIELD,CT06824 		NONE PC GENERAL OPERATING 70,000

THE EVERGLADES FOUNDATION

18001 OLD CUTLER ROAD SUITE 625
PALMETTO BAY,FL33157 		NONE PC GENERAL OPERATING 60,000

THE FUND FOR PORTLAND PUBLIC SCHOOLS
ATTNMRS NAILAH ROQUE
501 N DIXON STREET
PORTLAND,OR97227 		NONE PC GENERAL OPERATING 20,000

THE MUSEUM OF FOOD AND DRINK

950 FULTON ST
BROOKLYN,NY11238 		NONE PC GENERAL OPERATING 5,000

THE ARTS CAFE MYSTIC INC

PO BOX 185
WEST MYSTIC,CT06388 		NONE PC GENERAL OPERATING 10,000

THE DR MARTIN LUTHER KING JR SCHOLARSH

PO BOX 1308
NEW LONDON,CT06320 		NONE PC GENERAL OPERATING 75,000

THE NEW LONDON COMMUNITY MEAL CENTER

12 MONTAUK AVE
NEW LONDON,CT06320 		NONE PC GENERAL OPERATING 10,000

THE OLD LYME VISITING NURSE ASSOCIATION
ATTNMS CHARLOTTE LYMAN
POST OFFICE BOX 56
OLD LYME,CT06371 		NONE PC GENERAL OPERATING 10,000

THE SOUTHERN POVERTY LAW CENTER

400 WASHINGTON AVENUE
MONTGOMERY,AL36104 		NONE PC GENERAL OPERATING 20,000

THE TRUST FOR PUBLIC LAND

101 WHITNEY AVE 2ND FL
NEW HAVEN,CA06510 		NONE PC GENERAL OPERATING 20,000

TRIBUTARY MILL CONSERVANCY

3 MILL LANE
OLD LYME,CT06371 		NONE PC GENERAL OPERATING 20,000

TRI-TOWN YOUTH SERVICES BUREAU INC

56 HIGH STREET
DEEP RIVER,CT06412 		NONE PC GENERAL OPERATING 10,000

UNIVERSITY OF HARTFORD

200 BLOOMFIELD AVENUE
WEST HARTFORD,CT06117 		NONE PC GENERAL OPERATING 15,000

UPTOWN MUSIC THEATRE

5208 MAGAZINE ST STE 183
NEW ORLEANS,LA70115 		NONE PC GENERAL OPERATING 10,000

WASHINGTON GORGE ACTION PROGRAMS

115 WEST STEUBEN STREET/PO BOX 805
BINGEN,WA98605 		NONE PC GENERAL OPERATING 7,500

WATERFORD LAND TRUST INC

PO BOX 926
WATERFORD,CT06385 		NONE PC GENERAL OPERATING 15,000

WATERFORD COUNTRY SCHOOL INC
ATTNMS JULIANNA VELAZQUEZ
78 HUNTS BROOK ROAD
QUAKER HLL,CT06375 		NONE PC GENERAL OPERATING 20,000

WBUR(TRUSTEES OF BOSTON UNIVERSITY)

890 COMMONWEALTH AVENUE 3RD FLOOR
BOSTON,MA02215 		NONE PC GENERAL OPERATING 100,000

WORCESTER CNTY HORTICULTURAL SOCIETY
ATTNMISS ALI KANE
11 FRENCH DRIVE PO BOX 598
BOYLSTON,MA01505 		NONE PC GENERAL OPERATING 5,000

WORLD CENTRAL KITCHEN INCORPORATED

200 MASSACHUSETTS AVE
WASHINGTON,DC20001 		NONE PC GENERAL OPERATING 5,000

WORLD OCEAN SCHOOL

212 NORTHERN AVE STE 301A
BOSTON,MA02210 		NONE PC GENERAL OPERATING 15,000

WRITERS BLOCK INK INCORPORATED

345 STATE ST
NEW LONDON,CT06320 		NONE PC GENERAL OPERATING 10,000

YALE NEW HAVEN HOSPITAL

20 YORK ST
NEW HAVEN,CT06510 		NONE PC GENERAL OPERATING 30,000

MYSTIC MUSEUM OF ART

9 WATER STREET
MYSTIC,CT06355 		NONE PC GENERAL OPERATING 100,000
Total .................................right arrow 3a 3,455,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 1,742,949  
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 5,389,740  
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) ..   7,132,689  
13Total. Add line 12, columns (b), (d), and (e)..................
13
7,132,689
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 InvestmentsCorpBondsSchedule
Name:
KITCHINGS FAMILY FOUNDATION
EIN:
06-6044228
Name of Bond End of Year Book Value End of Year Fair Market Value
258620566 DOUBLELINE TOTAL RET 825,000 717,897
921937504 VANGUARD TOTAL BOND 6,113,532 6,063,115
921937702 VANGUARD SHORT-TERM 1,284,266 1,266,787
46429B267 ISHARES US TREASURY 1,873,600 1,843,200

TY 2023 InvestmentsCorpStockSchedule
Name:
KITCHINGS FAMILY FOUNDATION
EIN:
06-6044228
Name of Stock End of Year Book Value End of Year Fair Market Value
291011104 EMERSON ELEC CO 148,867 531,422
907818108 UNION PAC CORP 140,759 1,564,845
931142103 WALMART INC 316,872 860,769
693475105 PNC FINL SVCS GROUP 256,909 704,568
G5494J103 LINDE PLC    
92826C839 VISA INC CL A 137,932 2,014,068
14040H105 CAPITAL ONE FINANCIA    
254687106 DISNEY WALT CO NEW 250,790 698,483
58933Y105 MERCK & CO INC 304,556 992,191
20030N101 COMCAST CORP-CL A 770,982 1,197,324
02079K107 ALPHABET INC CL C 143,595 1,795,730
617446448 MORGAN STANLEY 440,010 1,273,049
68389X105 ORACLE CORPORATION 255,049 1,247,448
166764100 CHEVRON CORP 396,498 1,357,505
22160K105 COSTCO WHOLESALE COR 219,059 900,349
38141G104 GOLDMAN SACHS GROUP    
46625H100 JP MORGAN CHASE & CO 381,281 1,702,871
478160104 JOHNSON & JOHNSON 193,956 855,800
580135101 MCDONALDS CORP 112,912 809,176
91324P102 UNITEDHEALTH GROUP I 345,676 1,436,737
191216100 COCA COLA CO 11,876 6,482,300
438516106 HONEYWELL INTERNATIO 396,397 572,299
842587107 SOUTHERN COMPANY 162,392 382,855
949746101 WELLS FARGO & CO 235,565 447,951
02079K305 ALPHABET INC CL A 132,003 1,659,098
126650100 CVS HEALTH CORP    
882508104 TEXAS INSTRUMENTS IN 150,711 930,712
437076102 HOME DEPOT INC 113,836 1,576,803
594918104 MICROSOFT CORP 488,843 5,818,091
00287Y109 ABBVIE INC 40,077 846,136
717081103 PFIZER INC 395,691 524,064
742718109 PROCTER & GAMBLE CO 591 533,406
92343V104 VERIZON COMMUNICATIO    
65339F101 NEXTERA ENERGY INC 342,335 442,187
G5960L103 MEDTRONIC PLC    
11135F101 BROADCOM INC 259,664 1,625,260
N53745100 LYONDELLBASELL INDUS    
747525103 QUALCOMM INC 627,336 658,067
883556102 THERMO FISHER SCIENT 259,123 337,582
14448C104 CARRIER GLOBAL CORP    
67066G104 NVIDIA CORP 186,710 675,480
68902V107 OTIS WORLDWIDE CORP    
G8994E103 TRANE TECHNOLOGIES P 247,963 1,109,745
002824100 ABBOTT LABS 214,036 1,152,103
020002101 ALLSTATE CORP 304,593 891,813
023135106 AMAZON.COM INC 674,942 1,382,806
031162100 AMGEN INC 378,196 1,310,491
037833100 APPLE INC 133,921 4,380,828
060505104 BANK OF AMERICA CORP 426,423 1,225,824
084670702 BERKSHIRE HATHAWAY I 92,088 161,924
75513E101 RTX CORPORATION 324,318 666,221
025537101 AMERICAN ELEC PWR IN 429,088 369,551
110122108 BRISTOL MYERS SQUIBB 236,120 163,422
22052L104 CORTEVA INC 239,762 218,036
40412C101 HCA HEALTHCARE INC 424,355 430,923
723787107 PIONEER NATURAL RESO 474,334 511,377
74762E102 QUANTA SERVICES INC 361,342 588,918
09857L108 BOOKING HOLDINGS INC 358,696 478,875
G54950103 LINDE PLC 222,953 560,208

TY 2023 InvestmentsOtherSchedule2
Name:
KITCHINGS FAMILY FOUNDATION
EIN:
06-6044228
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
464287507 ISHARES CORE S&P MID AT COST 2,353,182 3,248,475
464287465 ISHARES MSCI EAFE ET AT COST 583,690 847,838
233203868 DFA LARGE CAP INTERN AT COST 1,440,605 2,324,552
22822V101 CROWN CASTLE INC      
04314H857 ARTISAN INTERNATIONA AT COST 673,844 853,870
464287457 ISHARES BARCLAYS 1-3 AT COST 768,428 762,972
46429B663 ISHARES TR CORE HIGH      
92206C755 VANGUARD MORTGAGE-BA AT COST 725,000 721,113

TY 2023 OtherDecreasesSchedule
Name:
KITCHINGS FAMILY FOUNDATION
EIN:
06-6044228
Description Amount
2023 TRANSACTION POSTED IN 2024 21,051
COST BASIS ADJUSTMENT 10,341


TY 2023 OtherExpensesSchedule
Name:
KITCHINGS FAMILY FOUNDATION
EIN:
06-6044228
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER INVESTMENT EXPENSES 216 216   0
OTHER CHARITABLE EXPENSES 870 0   870


TY 2023 OtherIncreasesSchedule
Name:
KITCHINGS FAMILY FOUNDATION
EIN:
06-6044228
Description Amount
2022 TRANSACTION POSTED IN 2023 8,903
RECOVERY OF PRIOR YEAR GRANTS 5,000
ROUNDING 7


TY 2023 TaxesSchedule
Name:
KITCHINGS FAMILY FOUNDATION
EIN:
06-6044228
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE 23,780 0   0
FEDERAL ESTIMATES - PRINCIPAL 40,343 0   0
FOREIGN TAXES ON QUALIFIED FOR 5,818 5,818   0
FOREIGN TAXES ON NONQUALIFIED 980 980   0