TY 2023 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go 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
ADVOCARE FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)2800 TELECOM PARKWAY
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
RICHARDSON, TX75082

A Employer identification number

47-4090375

B Telephone number (see instructions)

(965) 665-5800

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$4,097,712J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	16,971		16,971
4	Dividends and interest from securities...	65,575		65,575
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		69,334
b	Gross sales price for all assets on line 6a 857,340
7	Capital gain net income (from Part IV, line 2)...			69,334
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......	List of Attached Documents: // Content	8,709	8,709
12	Total. Add lines 1 through 11........	160,589		160,589
13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	35,207	17,603	17,604
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	42,000	42,000
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	5,426
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......	13,051		13,051
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	69,368	64,417	4,951
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	165,052		137,071	22,555
25	Contributions, gifts, grants paid.......	330,000			330,000
26	Total expenses and disbursements. Add lines 24 and 25	495,052		137,071	352,555
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-334,463
b	Net investment income (if negative, enter -0-)			23,518
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	553,185	253,969	253,969
	2	Savings and temporary cash investments.........
	3	Accounts receivable
		Less: allowance for doubtful accounts	2,325
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........	4,121	821	821
	10a	Investments—U.S. and state government obligations (attach schedule)		List of Attached Documents: // Content 99,220	99,220
	b	Investments—corporate stock (attach schedule).......	2,573,102	List of Attached Documents: // Content 2,864,018	2,864,018
	c	Investments—corporate bonds (attach schedule).......	504,223	List of Attached Documents: // Content 430,966	430,966
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	422,539	List of Attached Documents: // Content 448,718	448,718
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	4,059,495	4,097,712	4,097,712
	17	Accounts payable and accrued expenses..........	7,695	3,236
	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 )	List of Attached Documents: // Content 7,557	List of Attached Documents: // Content 12,656
	23	Total liabilities (add lines 17 through 22).........	15,252	15,892
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........	4,044,243	4,081,820
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	4,044,243	4,081,820
	30	Total liabilities and net assets/fund balances (see instructions).	4,059,495	4,097,712

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

4,044,243

Enter amount from Part I, line 27a .....................

-334,463

Other increases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

372,040

Add lines 1, 2, and 3 ..........................

4,081,820

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

4,081,820

Form 990-PF (2023)

Page 3

Part IV

Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation	(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	PUBLICLY TRADED SECURITIES	P	2023-01-01	2023-01-01
b
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	857,340	788,006	69,334
b
c
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			69,334
b
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	69,334
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 ...................		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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	327
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
3	Add lines 1 and 2...........................	3	327
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	327
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	327
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax0	Refunded	11

Form 990-PF (2023)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

WWW.ADVOCAREFOUNDATION.ORG

The books are in care of right arrow

WHITNEY STRAUSS Telephone no. right arrow

(214) 665-5800

Located at right arrow

2801 SUMMIT AVEPLANOTX ZIP+4 right arrow

75074

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2023)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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
STACEY CERNICKY	Sec./Treas. 2.00	0
500 BRISTOL DRIVE ALLEN,TX75013	Sec./Treas. 2.00	0
JENNI MCGAHA	Director 2.00	0
1824 HURON TRAIL PLANO,TX75075	Director 2.00	0
DEBBIE COOK	President 2.00	0
708 PRIVATE ROAD 871 DEBERRY,TX75075	President 2.00	0
WHITNEY STRAUSS	Executive Dir. 10.00	0
2801 SUMMIT AVE PLANO,TX75074	Executive Dir. 10.00	0

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...................

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 arrow

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)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

3,748,597

Average of monthly cash balances.......................

275,932

Fair market value of all other assets (see instructions)................

821

Total (add lines 1a, b, and c).........................

4,025,350

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

4,025,350

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

60,380

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

3,964,970

Minimum investment return. Enter 5% (0.05) of line 5................

198,249

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.)

Minimum investment return from Part IX, line 6..................

198,249

Tax on investment income for 2022 from Part V, line 5.......

327

Income tax for 2022. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

327

Distributable amount before adjustments. Subtract line 2c from line 1............

197,922

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

197,922

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

197,922

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

352,555

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

352,555

Form 990-PF (2023)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(d) 2023
1 Distributable amount for 2023 from Part X, line 7			197,922
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......
b Total for prior years:20 , 20, 20
3 Excess distributions carryover, if any, to 2022:
a From 2018......	65,339
b From 2019......	161,474
c From 2020......	146,586
d From 2021......	95,776
e From 2022......	149,583
f Total of lines 3a through e ........		618,758
4Qualifying distributions for 2023 from Part
XI, line 4: $ 352,555
a Applied to 2022, but not more than line 2a
b Applied to undistributed income of prior years (Election required—see instructions).....
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2023 distributable amount.....			197,922
e Remaining amount distributed out of corpus		154,633
5 Excess distributions carryover applied to 2023.
(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		773,391
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
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......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2022. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2023. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2024 ..........			0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......
8 Excess distributions carryover from 2018 not applied on line 5 or line 7 (see instructions) ...		65,339
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......		708,052
10 Analysis of line 9:
a Excess from 2019....	161,474
b Excess from 2020....	146,586
c Excess from 2021....	95,776
d Excess from 2022....	149,583
e Excess from 2023....	154,633

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 4942(j)(3) or4942(j)(5)

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	(e) Total

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

WHITNEY STRAUSS
2801 SUMMIT AVE
PLANO,TX75074
(972) 665-5812

bThe form in which applications should be submitted and information and materials they should include:

ADVOCARE FOUNDATION GRANT APPLICATION, BRIEF DESCRIPTION OF THE ORGANIZATION'S MISSION, STATEMENT OF NEED, NUMBER AND DESCRIPTION OF PEOPLE WHO WILL BENEFIT FROM THIS PROGRAM, TIMELINE FOR PROJECT START-UP, COMPLETION AND EXPENDITURE OF FUNDS, DESCRIPTION OF DESIRED IMPACT FROM THE PROGRAM AND WHAT EVALUATION COMPONENT(S) WILL BE USED TO MEASURE SUCCESS, ENTITIES ASKED TO GIVE SIGNIFICANT FINANCIAL SUPPORT TO THE PROPOSED PROGRAM, ORGANIZAITONAL BUDGET, PROJECT BUDGET, MOST RECENT AUDITED FINANCIAL STATEMENT, LIST OF BOARD OF DIRECTORS AND COPY OF TAX STATUS LETTER.

cAny submission deadlines:

AUGUST 20TH

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

GRANT REQUESTS FOR ENDOWMENT FUNDS WILL NOT BE CONSIDERED. GRANT AMOUNTS RANGE FROM $10,000 TO $250,000 (MULTI-YEAR PAYMENT). GRANTS WILL BE AWARDED IN MID-JULY.

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
LA'S BEST 200 N SPRING STREET M-120 LOS ANGELES,CA90012	NONE	PC	TO INCREASE AWARENESS OF CHILDHOOD OBESITY	25,000
SERVICIOS DE LA RAZA 3131 W 14TH AVE DENVER,CO80204	NONE	PC	TO INCREASE AWARENESS of CHILDHOOD OBESITY	25,000
UNITED WAY OF METRO DALLAS 1800 N LAMAR ST DALLAS,TX75202	NONE	PC	TO INCREASE AWARENESS OF CHILDHOOD OBESITY	25,000
YMCA OF METRO DALLAS 601 N AKARD ST DALLAS,TX75201	NONE	PC	TO INCREASE AWARENESS OF CHILDHOOD OBESITY	25,000
VETRI COMMUNITY PARTNERSHIP 211 N 13TH ST 303 PHILADELPHIA,PA19107	NONE	PC	TO INCREASE AWARENESS OF CHILDHOOD OBESITY	25,000
MISSION2MOVE 902 GORHAM DRIVE CINCINNATI,OH45245	NONE	PC	TO INCREASE AWARENESS OF CHILDHOOD OBESITY	25,000
IOWA HEALTHIEST STATE INITIATIVE 301 GRAND AVENUE DESMOINES,IA50309	NONE	PC	TO INCREASE AWARENESS OF CHILDHOOD OBESITY	25,000
THE CONCILIO 650 FORT WORTH AVE 250 DALLAS,TX75208	NONE	PC	TO INCREASE AWARENESS OF CHILDHOOD OBESITY	10,000
ALLIANCE FOR A HEALTHIER GENERATION 1028 SE WATER AVE 215 PORTLAND,OR97214	NONE	PC	TO INCREASE AWARENESS OF CHILDHOOD OBESITY	25,000
PARTNERSHIP FOR A HEALTHY MISSISSIP 200 PARK CIR DR FLOWOOD,MS39232	NONE	PC	TO INCREASE AWARENESS OF CHILDHOOD OBESTIY	25,000
NORTH TEXAS FOOD BANK 3677 MAPLESHADE LANE PLANO,TX75075	NONE	PC	TO INCREASE AWARENESS OF CHILDHOOD OBESITY	10,000
URBAN YOUTH IMPACT 2823 N AUSTRALIAN AVE WEST PALM BEACH,FL33407	NONE	PC	TO INCREASE AWARENESS OF CHILDHOOD OBESITY	25,000
CHOICES 1275 SHILOH RD NW 2660 KENNESAW,GA30144	NONE	PC	TO INCREASE AWARENESS OF CHILDHOOD OBESITY	25,000
BOYS GIRLS CLUBS OF GREATER DALLAS 4816 WORTH STREET DALLAS,TX75246	NONE	PC	TO INCREASE AWARENESS OF CHILDHOOD OBESITY	25,000
OPTIMIST YOUTH HOMES FAMILY SERVICE 6957 N FIGUEROA ST LOS ANGELES,CA90042	NONE	PC	TO INCREASE AWARENESS of CHILDHOOD OBESITY	10,000
Total ................................. 3a				330,000

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........			14	16,971
4 Dividends and interest from securities ....			14	65,575
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	69,334
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aother income			15		8,709
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				151,880	8,709

13Total. Add line 12, columns (b), (d), and (e)..................

160,589

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2023)

Additional Data

Software ID:	23017517
Software Version:	2023v5.1

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2023 AccountingFeesSchedule

Name:

ADVOCARE FOUNDATION

EIN:

47-4090375

Software ID:

23017517

Software Version:

2023v5.1

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	35,207	17,603	0	17,604

- TIN:

TY 2023 InvestmentsCorpBondsSchedule

Name:

ADVOCARE FOUNDATION

EIN:

47-4090375

Software ID:

23017517

Software Version:

2023v5.1

Name of Bond	End of Year Book Value	End of Year Fair Market Value
COMCAST CORP	46,963	46,963
METLIFE INC	24,859	24,859
WALT DISNEY COMPANY	24,324	24,324
JPMORGAN CHASE & CO	49,911	49,911
DUKE ENERGY	24,435	24,435
WELLS FARGO & COMPANY	47,923	47,923
COMCAST CORP	24,205	24,205
PEPSICO INC.	46,111	46,111
MORGAN STANLEY	52,412	52,412
APPLE INC.	20,786	20,786
DUKE ENERGY	20,672	20,672
UNION PACIFIC CORP	22,221	22,221
INTEL CORP	26,144	26,144

- TIN:

TY 2023 InvestmentsCorpStockSchedule

Name:

ADVOCARE FOUNDATION

EIN:

47-4090375

Software ID:

23017517

Software Version:

2023v5.1

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ALEXANDRIA REAL ESATE EQU INC.	9,508	9,508
ADOBE INC	29,233	29,233
AIR PRODS & CHEMS INC	13,416	13,416
ALPHABET INC	96,678	96,678
AMERICAN WTR WKS CO INC	9,107	9,107
APPLE INC	133,231	133,231
APPLIED MATLS INC	22,852	22,852
AUTODESK	9,495	9,495
BALL CORP	5,694	5,694
BAXTER INTL INC	7,384	7,384
BLACKROCK INC	20,295	20,295
BROADCOM INC	10,046	10,046
CISCO SYS INC	21,926	21,926
CITIGROUP INC	21,862	21,862
CUMMINS INC	13,176	13,176
CVS HEALTH CORP	19,898	19,898
DEERE & CO	13,995	13,995
EBAY INC	15,310	15,310
ECOLAB INC	10,513	10,513
EDWARDS LIFESCIENCES CORP	9,684	9,684
EMERSON ELEC CO	9,246	9,246
GENERAL MLS INC	22,017	22,017
HERSHEY CO	16,220	16,220
HOME DEPOT INC	20,100	20,100
HUMANA INC	15,108	15,108
IDEXX LABS INC	12,211	12,211
INTUIT	19,375	19,375
LAUDER ESTEE COS INC	4,387	4,387
LOWES COS INC	6,231	6,231
MASTERCARD	25,164	25,164
MICROSOFT CORP	136,126	136,126
MORGAN STANLEY	23,499	23,499
NEXTERA ENERGY INC	18,040	18,040
NIKE INC	12,920	12,920
NVIDIA	62,397	62,397
PEPSICO INC	27,514	27,514
PROGRESSIVE CORP OHIO	17,999	17,999
PROLOGIS INC	14,529	14,529
QUALCOMM INC.	10,847	10,847
S&P GLOBAL INC	16,740	16,740
SALESFORCE COM INC	24,472	24,472
STARBUCKS CORP	18,626	18,626
TARGET CORP	15,666	15,666
TJX COS INC NEW	24,578	24,578
VERIZON COMMUNICATIONS INC	19,717	19,717
VISA INC	43,218	43,218
ZOETIS INC	29,605	29,605
ELECTRONIC ARTS INC.	12,723	12,723
ETSY	6,565	6,565
JANUS ENTERPRISE FUND	122,799	122,799
METTLER TOLEDO INTERNATIONAL	24,259	24,259
ROCKWELL AUTOMATION INC	4,968	4,968
XYLEM INC	12,808	12,808
ASSURANT INC.	7,919	7,919
AIA GROUP LTD	4,767	4,767
AIRBUS SE	8,492	8,492
ASML HOLDINGS NV	9,083	9,083
ASTRAZENECA PLLC	10,035	10,035
DAIKIN KOGYO INDUSTRIES	5,281	5,281
DASSAULT SYSTEMES	4,251	4,251
EATON CORP PLC	23,359	23,359
ISHARES CORE MSCI USA	41,572	41,572
JOHNSON CONTROLS INTL PLC	8,242	8,242
KEYENCE CORP	8,651	8,651
MACQUARIE GROUP LTD	9,648	9,648
MERCK KGAA	5,225	5,225
NESTLE SA	12,628	12,628
OWENS CORNING	12,006	12,006
STERIS PLC	13,411	13,411
TORONTO DOMINION BK ONTARIO	5,428	5,428
ZURICH INSURANCE GROUP AG	11,491	11,491
ICICI BK LTD	11,109	11,109
TENCENT HOLDINGS LTD	6,016	6,016
APTARGROUP INC.	5,192	5,192
TRACTOR SUPPLY CO	5,591	5,591
DEUTCHE TELEKOM	13,097	13,097
LVMH MOET HENNESSY	8,103	8,103
RIO TINTO	3,574	3,574
SONY CORP	7,190	7,190
BORG WARNER INC.	8,030	8,030
DECKERS OUTDOORS CORP	9,358	9,358
HOLOGIC INC.	11,003	11,003
MFS MID CAP VALUE	126,908	126,908
OTIS WORLDWIDE CORP REG	5,100	5,100
WW GRAINGER INCORP	17,402	17,402
PVH CORP	9,770	9,770
CANADIAN PACIFIC RAILWAY	6,008	6,008
HEINEKEN	6,297	6,297
IBERDROLA SA, BILBAO	6,674	6,674
SIEMENS AG GERM	8,053	8,053
SWEDBANK AB	6,859	6,859
TOTALENERGIES SE	16,508	16,508
UNVIERSAL MUSIC GROUP	6,329	6,329
ISHARES CHINA LARGECAP	10,429	10,429
TAIWAN S MANUFCTURING ADR	13,208	13,208
ISHARES PREFERRED & INCOME SEC.	37,428	37,428
ACCENTURE PLC SHS	24,563	24,563
AMERICAN EXPRESS	15,174	15,174
AUTOMATIC DATA PROCESSING	14,211	14,211
BOSTON SCIENTIFIC	15,840	15,840
CATEPILLAR INC. DEL	12,122	12,122
COSTCO WHOLESALE	29,703	29,703
DEXCOM INC.	6,701	6,701
ELEVANCE HEALTH INC.	22,163	22,163
ILLINOIS TOOL WORKS INC.	5,763	5,763
IQVIA HLDGS INC.	6,478	6,478
LAM RESERACH CORP	14,882	14,882
METLIFE	17,987	17,987
MOODY'S CORP	7,811	7,811
PAYPAL HOLDINGS INC.	7,307	7,307
SCHLUMBERGER LTD.	18,630	18,630
SEMPRA	13,900	13,900
US BANCORP	19,779	19,779
VALERO ENERGY CORP	20,540	20,540
VENTAS INC.	12,360	12,360
APTIV PLC SHS	6,460	6,460
BEST BUY CO INC.	6,418	6,418
ULTA BEAUTY INC.	5,879	5,879
AMN HEALTHCARE SVCS	4,268	4,268
AIR LIQUIDE	5,447	5,447
BAE SYSTEMS PLC	7,220	7,220
COMPASS GROUP ORD GBPO	7,495	7,495
GLENCORE PLC	2,991	2,991
RWE AG	5,173	5,173
SANOFI	8,031	8,031
SHELL PLC	13,473	13,473
WALMART DE MEXICO SAB D	5,130	5,130
ADVANCED MICRO DEV	20,637	20,637
ANALOG DEVICES INC.	10,921	10,921
AT&T INC.	11,595	11,595
EQUINIX	13,691	13,691
OCCIDENTAL PETE CORP.	22,928	22,928
PDD HOLDING INC.	2,780	2,780
SERVICENOW	7,064	7,064
CAPITAL ONE FINL	13,243	13,243
CARRIER GLOBAL CORP.	6,836	6,836
CENCORA INC.	12,528	12,528
FIDELITY NATL INFO SERVICES	5,947	5,947
FACTSET RESH SYS INC.	6,201	6,201
FORTIVE CORP.	5,743	5,743
GENERAL MOTORS CO.	19,720	19,720
HALLIBURTON INC.	9,435	9,435
HEWLETT PACKARD	5,467	5,467
INTRPUBLIC GRP OF CO	4,406	4,406
JACOBS SOLUTIONS INC.	5,451	5,451
LKQ CORP.	5,639	5,639
MC CORMICK NON VTG	5,679	5,679
PUB SVC ENTERPRISE GRP	5,564	5,564
WABTEC	6,471	6,471
WATERS CORP.	5,597	5,597
WEST PHARMACTL SVCS INC.	14,789	14,789
WEYERHAEUSER CO.	9,144	9,144
GLENMEDE SMALL CAP	112,031	112,031
HASBRO INC.	4,544	4,544
ISHARES TR RUSSELL 2000	120,426	120,426
AON PLC REG SHS	19,498	19,498
BNP PARIBAS	4,771	4,771
HSBC HOLDINGS	7,315	7,315
LOREAL	7,467	7,467
NOVO NORDISK	9,000	9,000
RECRUIT HOLDINGS	4,692	4,692
SAP SE	3,701	3,701
SHIUN EETSU CHEMICAL	3,997	3,997
SMC CORP	3,165	3,165
SUMITOMO MITSUI FIN	7,090	7,090
TOKYO ELECTRONICS	4,221	4,221
TOYOTA MOTOR CORP	4,708	4,708
UNICREDIT SPA	5,427	5,427
WOLTERS KLUWER NV	4,407	4,407
3I GROUP	4,907	4,907
BYD COMPANY LTD	2,498	2,498
ISHARES MSCI INDIA	3,857	3,857
MERCADOLIBRE	6,286	6,286
NICE LTD.	3,591	3,591
PT BANK CENT ASIA TBK	4,342	4,342

- TIN:

TY 2023 InvestmentsGovtObligationsSch

Name:

ADVOCARE FOUNDATION

EIN:

47-4090375

Software ID:

23017517

Software Version:

2023v5.1

US Government Securities - End of Year Book Value:

99,220

US Government Securities - End of Year Fair Market Value:

99,220

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

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

- TIN:

TY 2023 InvestmentsOtherSchedule2

Name:

ADVOCARE FOUNDATION

EIN:

47-4090375

Software ID:

23017517

Software Version:

2023v5.1

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
BLACKROCK EVENT EQUITY FUND	FMV	182,944	182,944
BRANDYWINEGLBL GLBL	FMV	78,089	78,089
NEUBERGER BERMAN LONG SHORT FUND	FMV	187,685	187,685

- TIN:

TY 2023 OtherExpensesSchedule

Name:

ADVOCARE FOUNDATION

EIN:

47-4090375

Software ID:

23017517

Software Version:

2023v5.1

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
DUES & SUBSCRIPTIONS	4,778	4,778
INSURANCE	9,853	4,927	4,926
INVESTMENT MANAGEMENT FEES	35,412	35,412
license fees	11,816	11,816
OFFICE EXPENSES	750	750
OTHER EXPENSES	6,759	6,734	25

- TIN:

TY 2023 OtherIncomeSchedule2

Name:

ADVOCARE FOUNDATION

EIN:

47-4090375

Software ID:

23017517

Software Version:

2023v5.1

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
other income	8,709

- TIN:

TY 2023 OtherLiabilitiesSchedule

Name:

ADVOCARE FOUNDATION

EIN:

47-4090375

Software ID:

23017517

Software Version:

2023v5.1

Description	Beginning of Year - Book Value	End of Year - Book Value
deferred tax liability	7,557	12,656

- TIN:

TY 2023 OtherProfessionalFeesSchedule

Name:

ADVOCARE FOUNDATION

EIN:

47-4090375

Software ID:

23017517

Software Version:

2023v5.1

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
CONTRACT SERVICES	42,000	42,000	0	0

- TIN:

TY 2023 TaxesSchedule

Name:

ADVOCARE FOUNDATION

EIN:

47-4090375

Software ID:

23017517

Software Version:

2023v5.1

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
excise taxes	5,426