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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
SYLVAN OAKS FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)2813 GULF TO BAY BLVD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CLEARWATER, FL33759
A Employer identification number

47-1968649
B Telephone number (see instructions)

(727) 343-0631
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$15,455,796J 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) 100,554
2 Check right arrow.............
3 Interest on savings and temporary cash investments 43,326 43,326 43,326
4 Dividends and interest from securities... 208,935 208,935 208,935
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
1,320,758
b Gross sales price for all assets on line 6a 2,378,568
7 Capital gain net income (from Part IV, line 2)... 168
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
186   186
12 Total. Add lines 1 through 11........ 1,673,759 252,429 252,447
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 72,000      
14 Other employee salaries and wages...... 43,000      
15 Pension plans, employee benefits....... 11,500      
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,910      
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
8,175      
c Other professional fees (attach schedule)....        
17 Interest............... 154 154    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
11,653 2,794    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 5,969      
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
46,376 36,537    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 200,737 39,485   0
25 Contributions, gifts, grants paid....... 633,595 633,595
26 Total expenses and disbursements. Add lines 24 and 25 834,332 39,485   633,595
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 839,427
b Net investment income (if negative, enter -0-) 212,944
c Adjusted net income (if negative, enter -0-)... 252,447
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 416,680 1,224,053 1,224,053
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 3,009,444 Click to see attachment
List of Attached Documents:
// Content
2,922,846 		2,999,393
b Investments—corporate stock (attach schedule)....... 3,749,255 Click to see attachment
List of Attached Documents:
// Content
3,697,275 		10,990,391
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   Click to see attachment
List of Attached Documents:
// Content
18,634 		18,634
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)   Click to see attachment
List of Attached Documents:
// Content
223,325 		Click to see attachment
List of Attached Documents:
// Content
223,325
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,175,379 8,086,133 15,455,796
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)   Click to see attachment
List of Attached Documents:
// Content
69,997
23 Total liabilities (add lines 17 through 22).........   69,997
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 7,175,379 8,016,136
29 Total net assets or fund balances (see instructions)..... 7,175,379 8,016,136
30 Total liabilities and net assets/fund balances (see instructions). 7,175,379 8,086,133
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
7,175,379
2
Enter amount from Part I, line 27a .....................
2
839,427
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,330
4
Add lines 1, 2, and 3 ..........................
4
8,016,136
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,016,136
Form 990-PF (2024)
Form 990-PF (2024)
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.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
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
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 168
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 2,960
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 2,960
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 2,960
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 3,200
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 3,200
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 5
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 10 235
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow235 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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 arrow
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 2024 or the taxable year beginning in 2024? 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 arrowMARK HEIN Telephone no.right arrow (727) 343-0631

Located atright arrow2803 GULF TO BAY BLVD UNIT 510CLEARWATERFL ZIP+4right arrow33759
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 2024, 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 (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
 
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
Yes
 
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
MARK HEIN DIR, PRES
000.00 		36,000 0 0
2803 GULF TO BAY BLVD UNIT 510
CLEARWATER,FL33759
VICKI HEIN DIR, SEC, VP
000.00 		36,000 0 0
2803 GULF TO BAY BLVD
UNIT 510
CLEARWATER,FL33759
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  
Form 990-PF (2024)
Form 990-PF (2024)
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 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,416,582
b
Average of monthly cash balances.......................
1b
13,634,005
c
Fair market value of all other assets (see instructions)................
1c
39,154
d
Total (add lines 1a, b, and c).........................
1d
15,089,741
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
15,089,741
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
226,346
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
14,863,395
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
743,170
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
743,170
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2,960
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,960
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
740,210
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
740,210
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
740,210
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
633,595
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
633,595
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 740,210
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 133,959
b From 2020...... 151,844
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 285,803
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 633,595
a Applied to 2023, 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)........ 		 
d Applied to 2024 distributable amount..... 633,595
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024. 106,615 106,615
(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 5 179,188
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		27,344
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		151,844
10 Analysis of line 9:
a Excess from 2020.... 151,844
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 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 (2024)
Form 990-PF (2024)
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
W CLARK


425 S VILLA SAN MARCO DR
ST AUGUSTINE,FL32086 		NONE I COLLEGE SCHOLARSHIP PROGRAM 68,726
S SUDDERTH


425 JAMEE DR
LAKEMONT,GA30552 		NONE I COLLEGE SCHOLARSHIP PROGRAM 6,025
R ROBINSON


109 WOOD HEN WAY
TIGER,GA30576 		NONE I COLLEGE SCHOLARSHIP PROGRAM 4,978
R GREENE


8 BELLE ACRE LANE
CLAYTON,GA30525 		NONE I COLLEGE SCHOLARSHIP PROGRAM 1,742
P WEAVER


175 WATERFRONT WAY
DALTON,GA30720 		NONE I HOUSING GRANT 4,250
P PICCIOTTI


400 E COLLEGE ST
GEORGETOWN,KY40324 		NONE I COLLEGE SCHOLARSHIP PROGRAM 5,776
M UPCHURCH


155 KICHINS LANE
CLAYTON,GA30525 		NONE I COLLEGE SCHOLARSHIP PROGRAM 10,436
M KOWALSKY


107 JESS LANE
CLAYTON,GA30525 		NONE I COLLEGE SCHOLARSHIP PROGRAM 13,310
K RANDALL


1282 PRINCE AVE
ATHENS,GA30601 		NONE I COLLEGE SCHOLARSHIP PROGRAM 29,512
J WINN


1510 DETWILLER DR
YORK,PA17404 		NONE I COLLEGE SCHOLARSHIP PROGRAM 3,797
J GILES


231 W HANCOCK ST
MILLEDGEVILLE,GA31061 		NONE I COLLEGE SCHOLARSHIP PROGRAM 5,373
G SHEGOTA


1323 SYCAMORE TERRACE
BOCA RATON,FL33486 		NONE I COLLEGE SCHOLARSHIP PROGRAM 17,811
G JOHNSON


500 WASHINGTON ST SE
GAINESVILLE,GA30501 		NONE I COLLEGE SCHOLARSHIP PROGRAM 15,637
A GOULBOURNE


3415 CARDINAL FEATHER DR
LAND O LAKES,FL34638 		NONE I COLLEGE SCHOLARSHIP PROGRAM 10,305
A GONZALEZ


30 SUMMIT BLVD
CLAYTON,GA30525 		NONE I COLLEGE SCHOLARSHIP PROGRAM 11,212
A DARNELL


125 DELTA LANE
CLAYTON,GA30525 		NONE I COLLEGE SCHOLARSHIP PROGRAM 9,070
A BLACKWELL


101 LINCOLN LANE
TIGER,GA30576 		NONE I COLLEGE SCHOLARSHIP PROGRAM 9,364

FAITH INC

24 CHECHERO STREET
UNIT 1
CLAYTON,GA30525 		NONE PC GENERAL PURPOSE DONATION 10,634

TISBEST PHILANTHROPY

5950 6TH AVE S
STE111
SEATTLE,WA98108 		NONE PC GERNERAL PURPOSE DONATION 13,648

TOGETHER WE CAN DO GREAT THINGS

PO BOX 1712
FRANKLIN,NC28744 		NONE PC GENERAL PURPOSE DONATION 29,500

NORTHERN TOOL EQUIPMENT

NTEAR-D635 PB BOX200824
DALLAS,TX75320 		NONE NC NC HURRICANE FLOOD RELIEF 135,972

CLOTHES TO KIDS INC

1059 N HERCULES AVE
CLEARWATER,FL33765 		NONE PC GENERAL PURPOSE DONATION 216,517
Total .................................right arrow 3a 633,595
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 43,326  
4 Dividends and interest from securities ....     14 208,935  
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 .....     14    
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,320,758  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER MISC. INCOME 		    41 186  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,573,205  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,573,205
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

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

47-1968649
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
SYLVAN OAKS FOUNDATION INC
  		Employer identification number
47-1968649
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
MARK HEIN
2803 GULF TO BAY BLVD UNIT 510
 
CLEARWATER, FL33759

$ 100,554


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
SYLVAN OAKS FOUNDATION INC
  		Employer identification number

47-1968649
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MICROSOFT CORP $ 50,211 2024-12-30
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 APPLE INC, AAPL 400 SHRS $ 29,003 2024-12-30
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 BLACKSTONE INC $ 21,340 2024-12-30
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
SYLVAN OAKS FOUNDATION INC
  		Employer identification number

47-1968649
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
SYLVAN OAKS FOUNDATION INC
EIN:
47-1968649
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 8,175      

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 GainLossSaleOtherAssetsSch
Name:
SYLVAN OAKS FOUNDATION INC
EIN:
47-1968649
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
BIOGEN INC COM 2008-04 PURCHASE     16,856 5,310     11,546  
COMCAST CORP (NEW) CL A 2006-03 PURCHASE     3,543 768     2,775  
LIBERTY BROADBAND CORP S-C   PURCHASE 2024-07   2,205 400     1,805  
METLIFE INCORPORATED 2009-12 PURCHASE 2024-09   3,665 1,382     2,283  
PPG INDUSTRIES INC 2010-06 PURCHASE 2024-07   1,715 422     1,293  
SEAGATE TECHNOLOGY HLDGS PLC 2006-12 PURCHASE     10,672 2,884     7,788  
UNITED HEALTH GRP INC. 2006-12 PURCHASE     27,907 2,489     25,418  
WARNER BROS DISCOVERY INC SER 2010-05 PURCHASE 2024-02   373 755     -382  
MORGAN STANLEY 2234 LT COVERED SEC.   PURCHASE 2024-12   816,950 66,250     750,700  
APPLIED MATERIALS INC 2008-12 PURCHASE     340,683 19,998     320,685  
UNITED HEALTH GRP INC 2008-05 PURCHASE 2024-12   33,861 2,021     31,840  
BLACKSTONE INC 2015-09 PURCHASE 2024-12   84,641 11,126     73,515  
MORGAN STANLEY 2192 ST COVERED SEC   PURCHASE 2024-06   125,665 123,004     2,661  
MORGAN STANLEY 2192 LT COVERED SEC   PURCHASE 2024-12   909,664 821,001     88,663  

TY 2024 InvestmentsCorpStockSchedule
Name:
SYLVAN OAKS FOUNDATION INC
EIN:
47-1968649
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBVIE INC 15,269 33,408
ACCENTURE PLC IRELAND CL A 18,298 22,432
AIR PROD & CHEM INC 13,197 15,979
AIRBNB 22,192 24,179
ALEXANDRIA REAL ESTATE EQ INC 25,254 20,876
ALPHABET INC CL A 21,041 23,284
AMCOR LTD ORD SHS 15,818 12,572
AMER INTERNATIONAL GROUP INC 4,372 8,081
AMERICAN ELECTRIC POWER INC 21,907 23,334
AMERICAN TOWER REIT INC 13,936 16,839
AMGEN INC 23,034 24,849
APOLLO GLOBAL MANAGEMENT, INC 16,067 68,541
APPLE INC 69,137 564,744
APPLIED MATERIALS INC 69,104 752,426
APPLOVIN CORP 18,025 16,708
ARES MANAGEMENT CORP CL A 20,056 24,076
ASTRAZENECA PLC ADR 14,740 14,480
AT&T, INC 18,533 22,724
AUTODESK, INC 45,283 127,982
AVALONBAY CMNTYS INC 16,259 20,807
BANK OF AMERICA CORP   176
BAXTER INTERNATIONAL INC 3,687 3,078
BCE INC    
BECTON DICKINSON & CO 35,404 34,711
BIOGEN INC    
BK MONTREAL 22,755 23,874
BLACKROCK INC 40,757 207,072
BLACKSTONE INC 170,430 1,504,198
BRISTOL MYERS SQUIBB CO 35,209 40,667
BRITISH AMERICAN TOBACCO PLC    
BROADCOM INC 9,382 195,209
BUILDERS FIRSTSOURCE INC 13,876 11,663
CAN IMPERIAL BK OF COMMERCE    
CAPITAL ONE FINANCIAL 14,808 24,252
CDN IMPL BK COMMERCE 7,380 11,508
CHARLES RIV LABORATORIES INTL INC 19,155 10,954
CHESAPEAKE ENERGY CORPORATION    
CHEVRON CORP 40,519 37,658
CHIPOLTE MEXICAN GRILL INC 17,803 18,030
CINTAS CORP 11,837 17,098
CISCO SYSTEMS INC 77,134 229,848
CLEAN HARBORS 9,217 9,267
COCA COLA CO 33,218 41,403
COMCAST CORP 7,741 33,289
CONAGRA FOODS INC    
CROWDSTRIKE HOLDINGS, INC 23,376 50,982
CROWN CASTLE INTL    
DIAGEO PLC ADS 48,768 39,029
DIGITAL RLTY TR INC    
DOCUSIGN INC 43,100 18,797
DOLBY LABORATORIES 5,946 11,637
DOMINION ENERGY INC    
DOXIMITY ORD SHS CLASS A 12,172 16,391
DTE ENERGY COMPANY 10,209 11,666
DUKE ENERGY CO 17,777 26,181
E.L.F. BEAUTY INC 20,776 15,442
EDISON INTL 8,513 10,778
ENBRIDGE INC 66,445 76,119
ENTERGY CORP NEW 14,354 20,623
EQT CORPORATION 9,012 13,049
ETSY INC    
EXXON MOBIL CORP 45,585 50,343
FREEPORT-MCMORAN COPPER & GOLD INC 19,786 31,073
GENERAL MOTORS 4,739 7,085
GILEAD SCIENCES INC 39,502 52,004
GUARDANT HEALTH INC    
HALEON PLC ADR 16,999 17,954
HOME DEPOT INC 50,548 563,827
HUBSPOT INC 45,878 58,771
HUNTINGTON BANCSHARES INC 24,045 26,178
IDEXX LABS 13,978 11,560
INSULET CORPORATION 16,207 17,968
INTEL CORP 60,135 40,666
IONIS PHARMACEUTICALS INC 5,395 6,153
JOHNSON & JOHNSON 150,584 338,818
JOHNSON CONTROLS INTERNATIONAL PLC 18,138 32,282
JP MORGAN CHASE 138,014 715,994
KENVUE INC 17,236 18,809
KEYCORP 42,687 93,710
KIMBERLY CLARK CORP    
KLA TENCOR CORP 37,237 544,835
L3HARRIS TECHNOLOGIES 12,947 29,649
LIBERTY BROADBAND CORPORATION K    
LIBERTY MEDIA CORPORATION - SER A 1,061 2,675
LIBERTY MEDIA CORPORATION - SER C 11,121 16,493
LINDE PLC COM 11,125 26,704
LYFT INC    
LYONDELLBASELL INDUSTRIES NV 33,829 27,628
MASTERCARD INC 3,512 13,708
MATCH GROUP INC    
MEDTRONIC PLC    
MCSI INC COM 17,237 18,182
MERCK & CO INC 101,978 344,819
META PLATFORMS INC CL A 11,678 14,493
METLIFE INC 13,594 22,353
MICROSOFT CORP 76,098 585,057
MONDELEZ INTERNATIONAL INC    
MONGODB INC CL A 15,923 9,524
MORGAN STANLEY 13,339 17,349
NATIONAL GRID TRANSCO PLC 33,912 32,859
NESTLE S.A 34,432 32,224
NORTHROP GRUMMAN CORP 14,550 18,594
OLD DOMINION FREIGHT LINE 23,282 20,110
ORACLE CORP 4,273 21,830
ORGANON & CO 4,634 4,879
PALANTIR TECHNOLOGIES INC 5,443 5,466
PAYCHEX INC 15,698 17,247
PAYLOCITY 6,224 7,845
PEPSICO INC NC 25,987 22,809
PFIZER INC 24,257 23,691
PHILIP MORRIS INTL 20,675 30,569
PINTEREST INC CL A 25,250 24,679
PIONEER NAT RES CO    
PNC FINANCIAL GROUP INC 32,502 43,198
PPG INDUSTRIES INC 2,723 10,343
PPL CORPORATION 14,945 16,879
PROCTER GAMBLE CO 7,031 17,268
PROLOGIS INC COM 29,482 26,108
PUBLIC STORAGE 9,617 10,708
REALTY INCOME CORP 25,786 25,316
ROBINOOD MKTS INC CL A 6,850 6,521
RTX CORPORATION 71,650 328,298
SANOFI ADR 32,772 32,555
SAP AKTIENGESELL ADS 6,232 16,895
SEAGATE TECHNOLOGY HOLDINGS PLC 2,467 8,197
SEMPRA ENERGY COM 29,586 38,246
SERVICENOW INC 19,226 34,645
SHOPIFY INC 14,058 22,648
SNOWFLAKE INC 20,364 22,235
SOUTHERN CO 9,580 17,699
STARBUCKS CORP WASHINGTON 17,974 16,516
T-MOBILE US INC COM 20,324 30,681
TC ENERGY CORPORATION 29,278 31,315
TE CONNECTIVITY LTD 30,014 54,758
TERADYNE INC 20,160 136,749
TEXAS INSTRUMENTS INC 37,388 293,940
TJX COS INC NEW 27,392 38,297
TKO GROUP HOLDINGS INC CL A 16,119 22,738
TOTALENERGIES SE SPONSORED ADS 36,594 37,714
TRACTOR SUPPLY CO 16,665 16,986
TRANE TECHNOLOGIES PLC 15,772 183,567
TRAVELERS COMPANIES INC 11,733 27,943
TRUIST FINANCIAL CORPORATION 34,596 27,937
UNILEVER PLC AMER 13,734 13,381
UNION PACIFIC 7,956 22,776
UNITED PARCEL SERVICE 15,365 15,636
UNITEDHEALTH GROUP INC 17,786 206,122
US BANCORP 41,069 44,104
VERIZON COMMUNICATIONS 48,781 42,229
VERTEX PHARMCTLS INC 26,927 99,467
VERTIV HOLDINGS LLC CL A 23,792 30,561
VIATRIS ORD SHS 6,633 6,698
VISA INC 12,870 28,323
VULCAN MATERIALS CO 12,367 24,921
W W GRAINGER INC 23,606 26,374
WALT DISNEY HOLDINGS CO 83,789 87,529
WARNER BROS. DISCOVERY, INC    
WASTE MANAGEMENT INC 4,081 16,990
WEC ENERGY GROUP INC COM 11,906 13,072
WESTERN DIGITAL CORP 7,712 9,839
WILLIAMS COS 19,470 47,788
WOLFSPEED INC    
XCEL ENERGY INC 29,517 35,245

TY 2024 InvestmentsGovtObligationsSch
Name:
SYLVAN OAKS FOUNDATION INC
EIN:
47-1968649
US Government Securities - End of Year Book Value:

2,922,846
US Government Securities - End of Year Fair Market Value:

2,999,393
State & Local Government Securities - End of Year Book Value:


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


 


TY 2024 InvestmentsOtherSchedule2
Name:
SYLVAN OAKS FOUNDATION INC
EIN:
47-1968649
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
HP/MILLENNIUM INT'L II LTD FMV 18,634 18,634

TY 2024 LegalFeesSchedule
Name:
SYLVAN OAKS FOUNDATION INC
EIN:
47-1968649
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 1,910      


TY 2024 OtherAssetsSchedule
Name:
SYLVAN OAKS FOUNDATION INC
EIN:
47-1968649
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
CONSTRUCTION IN PROCESS   140,797 140,797
PREPAID EXPENSES   6,028 6,028
WEBSITE   76,500 76,500


TY 2024 OtherExpensesSchedule
Name:
SYLVAN OAKS FOUNDATION INC
EIN:
47-1968649
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
STATE OR LOCAL FILING FEES        
OFFICE EXPENSES 7,478      
INSURANCE 1,088      
INVESTMENT EXPENSES 36,537 36,537    
401K ADMIN FEES 625      
BANK FEES 139      
WEB HOSTING 58      
DUES & SUBSCRIPTIONS 451      


TY 2024 OtherIncomeSchedule2
Name:
SYLVAN OAKS FOUNDATION INC
EIN:
47-1968649
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER MISC. INCOME 186   186


TY 2024 OtherIncreasesSchedule
Name:
SYLVAN OAKS FOUNDATION INC
EIN:
47-1968649
Description Amount
SECURITIES COST BASIS ADJUSTMENT 1,330


TY 2024 OtherLiabilitiesSchedule
Name:
SYLVAN OAKS FOUNDATION INC
EIN:
47-1968649
Description Beginning of Year - Book Value End of Year - Book Value
PAYROLL LIABILITIES   1,731
RETIREMENT PLAN PAYABLE   66,500
NET UNSELLTLED TRADES   1,766


TY 2024 TaxesSchedule
Name:
SYLVAN OAKS FOUNDATION INC
EIN:
47-1968649
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID 2,794 2,794    
FILING FEES 61      
PAYROLL TAXES 8,798