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
THE MARY ALICE FORTIN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)201 CHILEAN AVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PALM BEACH, FL33480
A Employer identification number

59-2469696
B Telephone number (see instructions)

(561) 835-0103
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$324,428,447J 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) 241
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 4,488,350 4,488,350  
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
13,504,137
b Gross sales price for all assets on line 6a 121,678,915
7 Capital gain net income (from Part IV, line 2)... 13,801,254
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
-3,325,401 -2,922,368 0
12 Total. Add lines 1 through 11........ 14,667,327 15,367,236 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,977,796 988,898   988,898
14 Other employee salaries and wages...... 91,353 45,676   45,676
15 Pension plans, employee benefits....... 604,038 302,019   302,019
16a Legal fees (attach schedule)......... 0 0 0 0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
88,730 34,615 0 34,615
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
2,089,081 2,089,081 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
164,255 34,255 0 0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
55,820 0 0
20 Occupancy.............. 20,164 10,082   10,082
21 Travel, conferences, and meetings....... 27,879 13,939   13,939
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
33,774 16,887 0 16,887
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,152,890 3,535,452 0 1,412,116
25 Contributions, gifts, grants paid....... 14,863,740 14,860,840
26 Total expenses and disbursements. Add lines 24 and 25 20,016,630 3,535,452 0 16,272,956
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -5,349,303
b Net investment income (if negative, enter -0-) 11,831,784
c Adjusted net income (if negative, enter -0-)... 0
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......... 6,278,322 15,927,041 15,927,041
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   0 0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow   0 0 0
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0 0
7 Other notes and loans receivable (attach schedule) right arrow0
Less: allowance for doubtful accounts right arrow0 0 0 0
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 2,825,576 Click to see attachment
List of Attached Documents:
// Content
1,500,437 		1,504,248
b Investments—corporate stock (attach schedule)....... 128,618,976 Click to see attachment
List of Attached Documents:
// Content
114,787,987 		249,113,136
c Investments—corporate bonds (attach schedule)....... 479,206 Click to see attachment
List of Attached Documents:
// Content
465,102 		494,010
11 Investments—land, buildings, and equipment: basis right arrow0
Less: accumulated depreciation (attach schedule) right arrow0 0   0
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 47,687,346 Click to see attachment
List of Attached Documents:
// Content
52,120,770 		54,357,487
14 Land, buildings, and equipment: basis right arrow3,490,604
Less: accumulated depreciation (attach schedule) right arrow458,079 3,088,346 Click to see attachment
List of Attached Documents:
// Content
3,032,525 		3,032,525
15 Other assets (describe right arrow) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 188,977,772 187,833,862 324,428,447
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)...... 0 0
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 188,977,772 187,833,862
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)..... 188,977,772 187,833,862
30 Total liabilities and net assets/fund balances (see instructions). 188,977,772 187,833,862
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
188,977,772
2
Enter amount from Part I, line 27a .....................
2
-5,349,303
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
4,205,393
4
Add lines 1, 2, and 3 ..........................
4
187,833,862
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
187,833,862
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.)
1 a Capital gain from pass-through      
b Publicly traded securities      
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 297,117     297,117
b 121,678,915   108,174,778 13,504,137
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     0 297,117
b     0 13,504,137
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 13,801,254
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) 1 164,462
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-) Click to see attachment
List of Attached Documents:
// Content
2 0
3 Add lines 1 and 2........................... 3 164,462
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- ..... 5 164,462
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 249,953
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 200,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 449,953
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 285,491
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow285,491 Refundedright arrow 11 0
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowFL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 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 arrowhttps://mafortinfoundation.org/
14
The books are in care ofright arrowDANIELLE H MOORE Telephone no.right arrow (561) 835-0103

Located atright arrow201 CHILEAN AVEPALM BEACHFL ZIP+4right arrow33480
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)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 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
Yes
 
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
 
No
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)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
DANIELLE HICKOX MOORE PRESIDENT & TREASURER
20.00 		689,080 69,000  
201 CHILEAN AVE
PALM BEACH,FL33480
LESLY S SMITH VP & DIRECTOR
20.00 		583,643 69,000  
201 CHILEAN AVE
PALM BEACH,FL33480
SUSAN STOCKARD CHANNING DIRECTOR
20.00 		427,027 69,000  
201 CHILEAN AVE
PALM BEACH,FL33480
NICK R CLADIS DIRECTOR
10.00 		30,000 0  
201 CHILEAN AVE
PALM BEACH,FL33480
LARRY B ALEXANDER Secretary & Director
10.00 		143,046 69,000  
201 CHILEAN AVE
PALM BEACH,FL33480
CAROL MCCRACKEN DIRECTOR
10.00 		30,000 0  
201 CHILEAN AVE
PALM BEACH,FL33480
Betsy TURNER DIRECTOR
10.00 		30,000 0  
201 CHILEAN AVE
PALM BEACH,FL33480
WALTER L ROSS III DIRECTOR
10.00 		30,000 0  
201 CHILEAN AVE
PALM BEACH,FL33480
Diane Wilson DIRECTOR
10.00 		0 0  
201 CHILEAN AVE
PALM BEACH,FL33480
Carla Termini DIRECTOR
10.00 		15,000 0  
201 CHILEAN AVE
PALM BEACH,FL33480
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
MICHELLE BRUZIK Grant Administrator
40.00 		65,103 3,255  
201 CHILEAN AVE
PALM BEACH,FL33480
Total number of other employees paid over $50,000...................right arrow 1
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
JPMorgan Chase Bank NA INVESTMENT MANAGEMENT 1,256,708
205 Royal Palm Way
Palm Beach,FL33480
BANK OF AMERICA INVESTMENT MANAGEMENT 394,825
PO Box 830269
Dallas,TX75283
MORGAN STANLEY INVESTMENT MANAGEMENT 314,383
1585 BROADWAY 21ST FL
NEW YORK,KY10036
Crowe LLP professional services 88,730
320 E Jefferson Blvd
South Bend,IN46601
ROCKEFELLER CAPITAL MANAGEMENT INVESTMENT MANAGEMENT 74,500
PO BOX 145458
CINCINNATI,OH45250
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (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
251,965,207
b
Average of monthly cash balances.......................
1b
10,388,850
c
Fair market value of all other assets (see instructions)................
1c
50,024,218
d
Total (add lines 1a, b, and c).........................
1d
312,378,275
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
312,378,275
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
4,685,674
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
307,692,601
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
15,384,630
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
15,384,630
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
164,462
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
164,462
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
15,220,168
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
15,220,168
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
15,220,168
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
16,272,956
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
16,272,956
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 15,220,168
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 12,386,038
b Total for prior years:20 , 2021, 2020 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 16,272,956
a Applied to 2023, but not more than line 2a 12,386,038
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 3,886,918
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024.   0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		11,333,250
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
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

211 Palm Beach and Treasure Coast

PO Box 3588
Lantana,FL33465 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

Achievement Centers for Children & Families

555 Northwest 4th Street
Delray Beach,FL33444 		NONE PC GENERAL SUPPORT FOR PROGRAMS 17,500

Adaptive Design Association

313 W 36th Street
New York,NY10018 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

Adopt-A-Family of the Palm Beaches

1712 Second Avenue N
Lake Worth,FL33460 		NONE PC GENERAL SUPPORT FOR PROGRAMS 45,000

Adoption Alliance

7303 Blanco Road
San Antonio,TX78216 		NONE PC GENERAL SUPPORT FOR PROGRAMS 8,000

Adult Resource Alliance of Yellowstone County

1505 Avenue D
Billings,MT59102 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Ahimsa House

PO Box 2173
Tucker,GA30085 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Alzheimers Community Care

1615 Forum Place 5th Floor
West Palm Beach,FL33401 		NONE PC GENERAL SUPPORT FOR PROGRAMS 35,000

American Friends of British Art

PO Box 2842
Palm Beach,FL33480 		NONE PC GENERAL SUPPORT FOR PROGRAMS 1,000

American Humane

251 Royal Palm Way Suite 450
Palm Beach,FL33480 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Amos House

460 Pine Street
Providence,RI02907 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

Animal Haven

200 Centre Street
New York,NY10013 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

ARC of the Glades

4250 NW 16th Street
Belle Glade,FL33430 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Art Division

PO Box 627
South Pasadena,CA91031 		NONE PC GENERAL SUPPORT FOR PROGRAMS 20,000

ASPCA

520 8th Avenue 7th Floor
New York,NY10018 		NONE PC GENERAL SUPPORT FOR PROGRAMS 1,000

Back to Basics

2365 Vista Parkway Suite 19
West Palm Beach,FL33411 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

Barker Welfare Foundation

PO Box 31432
Palm Beach Gardens,FL33420 		NONE PF GENERAL SUPPORT FOR PROGRAMS 50,000

Barky Pines Animal Rescue & Sanctuary

6521 Carol Street
Loxahatchee,FL33470 		NONE PC GENERAL SUPPORT FOR PROGRAMS 30,000

Basilica of St Edward

144 N County Road
Palm Beach,FL33480 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Berkshire School

245 N Undermountain Road
Sheffield,MA01257 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

Best Buddies

1655 Palm Beach Lakes Blvd Suite 4
West Palm Beach,FL33401 		NONE PC GENERAL SUPPORT FOR PROGRAMS 2,000

Best Foot Forward Foundation

9080 Kimberly Boulevard Suite 10
Boca Raton,FL33434 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Billings Catholic Schools Foundation

3 Broadwater Avenue
Billings,MT59101 		NONE PC GENERAL SUPPORT FOR PROGRAMS 25,000

Billings Clinic Foundation

PO Box 31031
Billings,MT59107 		NONE PC GENERAL SUPPORT FOR PROGRAMS 2,500,000

Billings Family YMCA

402 North 32nd Street
Billings,MT59101 		NONE PC GENERAL SUPPORT FOR PROGRAMS 125,000

Billings Public Library Foundation

510 North Broadway
Billings,MT59101 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

Blair Academy

2 Park Street
Blairstown,NJ07825 		NONE PC GENERAL SUPPORT FOR PROGRAMS 20,000

Blue Waters Dog Rescue

509 SW 2nd Place
Pompano Beach,FL33060 		NONE PC GENERAL SUPPORT FOR PROGRAMS 4,000

Boys & Girls Club of Martin County

PO Box 910
Hobe Sound,FL33475 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Boys & Girls Club of Pasadena

3230 E Del Mar Blvd
Pasadena,CA91107 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Boys & Girls Clubs of Newport County

95 Church Street
Newport,RI02840 		NONE PC GENERAL SUPPORT FOR PROGRAMS 1,000

Boys & Girls Clubs of Palm Beach County

800 Northpoint Parkway Suite 204
West Palm Beach,FL33407 		NONE PC GENERAL SUPPORT FOR PROGRAMS 760,000

Boys & Girls Clubs of Yellowstone County

505 Orchard Lane
Billings,MT59101 		NONE PC GENERAL SUPPORT FOR PROGRAMS 85,000

BreakthroughMiami

3250 SW 3rd Avenue 6th Floor
Miami,FL33129 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Busch Wildlife Sanctuary

17855 Rocky Pines Road
Jupiter,FL33478 		NONE PC GENERAL SUPPORT FOR PROGRAMS 750,000

Cancer Alliance of Help & Hope

44 Cocoanut Row T-10
Palm Beach,FL33480 		NONE PC GENERAL SUPPORT FOR PROGRAMS 70,000

Cardinal Newman High School

512 Spencer Drive
West Palm Beach,FL33409 		NONE PC GENERAL SUPPORT FOR PROGRAMS 210,000

Caridad Center

8645 W Boynton Beach Boulevard
Boynton Beach,FL33472 		NONE PC GENERAL SUPPORT FOR PROGRAMS 65,000

Carpenters Boat Shop

440 Old Country Road
Pemaquid,ME04458 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Catholic Charities of the Diocese of Palm Beach

100 W 20th Street
Riviera Beach,FL33404 		NONE PC GENERAL SUPPORT FOR PROGRAMS 360,000

Catholic Charities of the Diocese of Palm Beach Office of Catholic Schools

9995 N Military Trail
Palm Beach Gardens,FL33410 		NONE PC GENERAL SUPPORT FOR PROGRAMS 120,000

Center for Child Counseling

8895 N Military Trail Suite 300C
Palm Beach Gardens,FL33410 		NONE PC GENERAL SUPPORT FOR PROGRAMS 84,000

Center for Trauma Counseling

6801 Lake Worth Road Suite 307
Greenacres,FL33467 		NONE PC GENERAL SUPPORT FOR PROGRAMS 32,000

Child Bridge

PO Box 5374
Missoula,MT59806 		NONE PC GENERAL SUPPORT FOR PROGRAMS 17,500

Childrens Cancer Research Fund

1650 W 82nd Street Suite 400
Minneapolis,MN55439 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Childrens Home Society of Florida

3335 Forest Hill Boulevard
West Palm Beach,FL33406 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Chinook Horses

2173 Overland Avenue
Billings,MT59102 		NONE PC GENERAL SUPPORT FOR PROGRAMS 20,000

Chrysalis Center

522 S Main Street
Los Angeles,CA90013 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

City Harvest

150 52nd Streeet
Brooklyn,NY11232 		NONE PC GENERAL SUPPORT FOR PROGRAMS 50,000

Clinics Can Help

2560 Westgate Avenue
West Palm Beach,FL33409 		NONE PC GENERAL SUPPORT FOR PROGRAMS 60,000

Community Foundation for Palm Beach and Martin Counties

700 S Dixie Highway Suite 200
West Palm Beach,FL33401 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

Community Leadership & Development Inc

PO Box 3381
Billings,MT59103 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

Compass

201 N Dixie Highway
Lake Worth Beach,FL33460 		NONE PC GENERAL SUPPORT FOR PROGRAMS 12,500

Continuum Arts Collective

76 Lower Main Street
North Berwick,ME03906 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Covent of the Sacred Heart - Carrollton School

3747 Main Highway
Miami,FL33133 		NONE PC GENERAL SUPPORT FOR PROGRAMS 20,000

Cox Science Center and Aquarium

4801 Dreher Trail
West Palm Beach,FL33405 		NONE PC GENERAL SUPPORT FOR PROGRAMS 270,000

CROS Ministries

3677 23rd Avenue South B-101
Lake Worth,FL33461 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

Dana-Farber Cancer Institute

PO Box 3324
Palm Beach,FL33480 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Danny & Ron's Rescue

341 Cantey Lane
Rembert,SC29128 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Dano Youth Camp

PO Box 2221
Cody,WY82414 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Darbster Foundation

1226 Omar Road
West Palm Beach,FL33405 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Delaware Opportunities Inc

35430 State Highway 10
Hamden,NY13782 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

DePorres PLACE Inc

1016 N Dixie Highway
West Palm Beach,FL33401 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Direct Relief

6100 Wallace Becknell Road
Santa Barbara,CA93117 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Dreyfoos School of the Arts Foundation

PO Box 552
West Palm Beach,FL33402 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Duke University - Bass Connections

PO Box 90600
Durham,NC27708 		NONE PC GENERAL SUPPORT FOR PROGRAMS 1,060,000

Education Foundation for Billings Public Schools

415 N 30th Street
Billings,MT59101 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

El Sol

106 Military Trail
Jupiter,FL33458 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

Elemental Music

1906 Olympic Blvd
Santa Monica,CA90404 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Embry Riddle Aeronautical University - Mia Morrison Scholarship

3201 W Commercial Blvd 118
Fort Lauderdale,FL33309 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

English Speaking Union - Palm Beach

218 Worth Court N
West Palm Beach,FL33405 		NONE PC GENERAL SUPPORT FOR PROGRAMS 1,500

Episcopal Church of Bethesda-by-the Sea

141 S County Road
Palm Beach,FL33480 		NONE PC GENERAL SUPPORT FOR PROGRAMS 3,000

Evans Scholars Foundation

2501 Patriot Boulevard
Glenview,IL60026 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Everglades Foundation

18001 Old Cutler Road Suite 625
Palmetto Bay,FL33157 		NONE PC GENERAL SUPPORT FOR PROGRAMS 27,100

Everglades Law Center

378 Northlake Blvd Suite 105
North Palm Beach,FL33408 		NONE PC GENERAL SUPPORT FOR PROGRAMS 7,500

Families First of Palm Beach County

3333 Forest Hill Boulevard 2nd Flo
West Palm Beach,FL33406 		NONE PC GENERAL SUPPORT FOR PROGRAMS 50,000

Family Promise of SE Florida

112 SE 10th Street
Delray Beach,FL33483 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Family Promise of Yellowstone Valley

10 S 26th Street
Billings,MT59101 		NONE PC GENERAL SUPPORT FOR PROGRAMS 74,000

Family Service

PO Box 1020
Billings,MT59103 		NONE PC GENERAL SUPPORT FOR PROGRAMS 120,000

Farmworker Coordinating Council

1123 Crestwood Boulevard
Lake Worth,FL33460 		NONE PC GENERAL SUPPORT FOR PROGRAMS 35,000

First Serve of the Palm BeachesPalm Beach Area Tennis Patrons

PO Box 1353
West Palm Beach,FL33405 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Fortin Childcare Center

110 Harrelle Drive
South Bay,FL33493 		NONE PC GENERAL SUPPORT FOR PROGRAMS 9,000

Foundation for Palm Beach State College

640 Clematis Street 278
West Palm Beach,FL33401 		NONE PC GENERAL SUPPORT FOR PROGRAMS 25,000

Franklin Road Academy

4700 Franklin Pike
Nashville,TN37229 		NONE PC GENERAL SUPPORT FOR PROGRAMS 30,000

Friends of Fisher House

2475 Mercer Avenue 103
West Palm Beach,FL33401 		NONE PC GENERAL SUPPORT FOR PROGRAMS 260,000

Friends of Mounts Botanical Garden

561 N Military Trail
West Palm Beach,FL33415 		NONE PC GENERAL SUPPORT FOR PROGRAMS 22,000

Fund for Park Avenue

445 Park Avenue 9th Floor
New York,NY10003 		NONE PC GENERAL SUPPORT FOR PROGRAMS 1,000

Furry Friends

100 Capital Street
Jupiter,FL33458 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

General Society of Colonial Wars

1418 Baltimore Street Suite 12-129
Hanover,PA17331 		NONE PC GENERAL SUPPORT FOR PROGRAMS 1,000

Genesis Assistance Dogs

PO Box 3101
West Palm Beach,FL33402 		NONE PC GENERAL SUPPORT FOR PROGRAMS 7,500

Georgetown Community Center Inc

PO Box 103
Georgetown,ME04548 		NONE PC GENERAL SUPPORT FOR PROGRAMS 7,500

Georgetown Island Education Foundation

PO Box 352
Georgetown,ME04548 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Girl Scouts of SE Florida

6944 Lake Worth Road
Lake Worth,FL33467 		NONE PC GENERAL SUPPORT FOR PROGRAMS 8,240

Glazer Hall (fka The Innovate)

70 Royal Poinciana Way Suite P70
Palm Beach,FL33480 		NONE PC GENERAL SUPPORT FOR PROGRAMS 40,000

GO Campaign

2309 Santa Monica Boulevard Suite
Santa Monica,CA90404 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

Grand Street Settlement

80 Pitt Street
New York,NY10002 		NONE PC GENERAL SUPPORT FOR PROGRAMS 25,000

Grandma's Place

184 Sparrow Drive
Royal Palm Beach,FL33411 		NONE PC GENERAL SUPPORT FOR PROGRAMS 12,000

Greater Seattle Bureau of Fearless Ideas

PO Box 30764
Seattle,WA98113 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Habitat for Humanity of Greater Palm Beach County

6758 Military Trail Suite 301
Riviera Beach,FL33407 		NONE PC GENERAL SUPPORT FOR PROGRAMS 25,000

HACER Ministry

2727 Georgia Avenue
West Palm Beach,FL33405 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Hampton Bays Beautification Association

PO Box 682
Hampton Bays,NY11946 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Hanley Foundation

933 45th Street
West Palm Beach,FL33407 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Hanley Foundation - Capital Campaign

933 45th Street
West Palm Beach,FL33407 		NONE PC GENERAL SUPPORT FOR PROGRAMS 400,000

Harbor Springs Area Historical Society

PO Box 812
Harbor Springs,MI49740 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Heart Mountain Wyoming Foundation

1539 Road 19
Powell,WY82435 		NONE PC GENERAL SUPPORT FOR PROGRAMS 35,000

Heifer Project International

1 World Avenue
Little Rock,AR72202 		NONE PC GENERAL SUPPORT FOR PROGRAMS 35,000

Historical Society of Palm Beach County

PO Box 4364
West Palm Beach,FL33402 		NONE PC GENERAL SUPPORT FOR PROGRAMS 65,000

Hollywood Food Coalition

PO Box 480157
Los Angeles,CA90048 		NONE PC GENERAL SUPPORT FOR PROGRAMS 20,000

Holy Ground Shelter for Homeless

200 W 20th Street
Riviera Beach,FL33404 		NONE PC GENERAL SUPPORT FOR PROGRAMS 155,000

Home Safe

2840 6th Avenue South
Lake Worth,FL33461 		NONE PC GENERAL SUPPORT FOR PROGRAMS 319,000

Homeboy Industries

130 W Bruno Street
Los Angeles,CA90012 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

Hope for Depression Research Foundation - Palm Beach

777 S Flagler Drive Suite 801E
West Palm Beach,FL33401 		NONE PC GENERAL SUPPORT FOR PROGRAMS 1,000

Hope Symphony Inc

5528 SE Pine Avenue
Stuart,FL34997 		NONE PC GENERAL SUPPORT FOR PROGRAMS 2,500

Humane Society of Central Delaware County Inc

PO Box 88
Delhi,NY13753 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Hurst Chapel AME Church

1617 Silver Beach Road
Rivera Beach,FL33404 		NONE PC GENERAL SUPPORT FOR PROGRAMS 7,500

In Jacob's ShoesJacob Zweig Foundation

1809 S Powerline Road Unit 111
Deerfield Beach,FL33442 		NONE PC GENERAL SUPPORT FOR PROGRAMS 9,000

Independence Association

3 Industrial Parkway Suite 1
Brunswick,ME04011 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Inner City Innovators

313 Datura Street Suite 200
West Palm Beach,FL33401 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Intermountain Deaconess Children's Services

500 S Lamborn Street
Helena,MT59601 		NONE PC GENERAL SUPPORT FOR PROGRAMS 75,000

International Fund for Animal Welfare

290 Summer Street
Yarmouth Port,MA02675 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

International Network for Aid Relief & Assistance

550 Bog Hollow Road
Wassaic,NY12592 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

JF Shea Therapeutic Riding Center

26284 Oso Road
San Juan Capistrano,CA92675 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Joyful Heart Foundation

320 7th Avenue Suite 161
Brooklyn,NY11215 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Junior Achievement of Southern California

6250 Forest Lawn Drive
Los Angeles,CA90068 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Junior Achievement of the Palm Beaches and Treasure Coast

700 S Rosemary Avenue Suite 204-1
West Palm Beach,FL33401 		NONE PC GENERAL SUPPORT FOR PROGRAMS 250,000

Karma Rescue

2632 Wilshire Boulevard Suite 155
Santa Monica,CA90403 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Kids' Dreams Inc

1760 N Jog Road Suite 150
West Palm Beach,FL33411 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

LA Family Housing

7843 Lankershim Boulevard
North Hollywood,CA91605 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

Legal Aid Society of Palm Beach County

423 Fern Street Suite 200
West Palm Beach,FL33401 		NONE PC GENERAL SUPPORT FOR PROGRAMS 20,000

LeMiuex Center for Public Policy

c/o Gunster Law Firm 777 S Flagle
West Palm Beach,FL33401 		NONE PC GENERAL SUPPORT FOR PROGRAMS 1,000

Lighthouse for the Blind of the Palm Beaches

5601 Corporate Way Suite 210
West Palm Beach,FL33407 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Little Smiles Inc

3569 91st Street N Suite 4
Palm Beach Gardens,FL33403 		NONE PC GENERAL SUPPORT FOR PROGRAMS 12,000

Los Angeles Regional Food Bank

1734 E 41st Street
Los Angeles,CA90058 		NONE PC GENERAL SUPPORT FOR PROGRAMS 20,000

Loxahatchee Animal Rescue Community

16262 89th Place N
Loxahatchee,FL33470 		NONE PC GENERAL SUPPORT FOR PROGRAMS 1,000

Make-A-Wish Southern Florida

343 NW 6th Street
Miami,FL33136 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

Mandala Caf

47 Fort Washington Avenue Suite 32
New York,NY10032 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

McLaren Northern Michigan Foundation

360 Connable Avenue
Petoskey,MI49770 		NONE PC GENERAL SUPPORT FOR PROGRAMS 65,000

Meals on Wheels of the Palm Beaches

PO Box 247
West Palm Beach,FL33402 		NONE PC GENERAL SUPPORT FOR PROGRAMS 25,000

Mid Coast Hunger Prevention Program

179 Neptune Drive
Brunswick,ME04011 		NONE PC GENERAL SUPPORT FOR PROGRAMS 20,000

Milagro Foundation

695 Auburn Avenue
Delray Beach,FL33444 		NONE PC GENERAL SUPPORT FOR PROGRAMS 25,000

Montana Audubon Conservation Education Center Billings

7026 South Billings Blvd
Billings,MT59101 		NONE PC GENERAL SUPPORT FOR PROGRAMS 25,000

Montana Rescue Mission

2902 Minnesota Avenue
Billings,MT59101 		NONE PC GENERAL SUPPORT FOR PROGRAMS 250,000

Montana State University Billings Foundation

1500 University Drive
Billings,MT59101 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Mountain Heritage Festival

PO Box 392
Whitesburg,KY41858 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

NAMI New Hampshire

85 North State Street
Concord,NH03301 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

National Disaster Search Dog Foundation Inc

6800 Wheeler Canyon Road
Santa Paula,CA93060 		NONE PC GENERAL SUPPORT FOR PROGRAMS 20,000

Neighbors Helping Neighbors RI

PO Box 406
Charlestown,RI02813 		NONE PC GENERAL SUPPORT FOR PROGRAMS 20,000

New Hampshire Food Bank

700 East Industrial Park Drive
Manchester,NH03109 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

New Hope Housing

3315 Harrisburg Blvd Suite 400
Houston,TX77003 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

New York Historical Society

170 Central Park West
New York,NY10024 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Nonprofits First

1818 S Australian Avenue Suite 45
West Palm Beach,FL33409 		NONE PC GENERAL SUPPORT FOR PROGRAMS 2,000

Northeast Mississippi Habitat for Humanity

PO Box 7321
Tupelo,MS38802 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

Oasis Health Network

331 Maine Street Suite 4
Brunswick,ME04011 		NONE PC GENERAL SUPPORT FOR PROGRAMS 20,000

Opportunity Inc

4171 Westgate Avenue
West Palm Beach,FL33409 		NONE PC GENERAL SUPPORT FOR PROGRAMS 60,000

Our Lady of Poland RC Church

35 Maple Street
Southampton,NY11968 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Our Lady of the Hamptons Regional Catholic School

160 North Main Street
Southampton,NY11968 		NONE PC GENERAL SUPPORT FOR PROGRAMS 60,000

Palm Beach Atlantic University

901 South Flagler Drive
West Palm Beach,FL33401 		NONE PC GENERAL SUPPORT FOR PROGRAMS 45,000

Palm Beach Civic Association

139 N County Road Suite 33
Palm Beach,FL33480 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Palm Beach County Food Bank

701 Boutwell Road Suite A-2
Lake Worth,FL33461 		NONE PC GENERAL SUPPORT FOR PROGRAMS 150,000

Palm Beach County Literacy Coalition

3651 Quantum Boulevard
Boynton Beach,FL33426 		NONE PC GENERAL SUPPORT FOR PROGRAMS 109,000

Palm Beach Day Academy

241 Seaview Avenue
Palm Beach,FL33480 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

Palm Beach Fellowship of Christians & Jews

PO Box 507
Palm Beach,FL33480 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Palm Beach Island Cats

PO Box 173
Palm Beach,FL33480 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

Palm Beach Island Hospice Foundation

44 Cocoanut Row Suite M207B
Palm Beach,FL33480 		NONE PC GENERAL SUPPORT FOR PROGRAMS 25,000

Palm Beach Police & Fire Foundation

139 N County Road Suite 26
Palm Beach,FL33480 		NONE PC GENERAL SUPPORT FOR PROGRAMS 30,000

Palm Beach Road Runners

c/o Gary Walk 3001 PGA Boulevard
Palm Beach Gardens,FL33410 		NONE PC GENERAL SUPPORT FOR PROGRAMS 2,000

Palm Beach Zoo

1301 Summit Boulevard
West Palm Beach,FL33405 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Part of the Solution

2759 Webster Avenue
Bronx,NY10458 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

Pasado's Safe Haven

PO Box 171
Sultan,WA98294 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Paws 4 Liberty

8939 Palomino Drive
Lake Worth,FL03347 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Peggy Adams Animal Rescue League

3200 N Military Trail
West Palm Beach,FL33409 		NONE PC GENERAL SUPPORT FOR PROGRAMS 209,500

Pet Haven

13395 44th Place N
West Palm Beach,FL33411 		NONE PC GENERAL SUPPORT FOR PROGRAMS 2,500

Pet Partners

345 118th Avenue SE Suite 100
Belleview,WA98005 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Pets are Wonderful Support Inc

134 W 29th Street Suite 802
New York,NY10001 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Place of Hope

9078 Isaiah Lane
Palm Beach Gardens,FL33418 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

Preservation Foundation of Palm Beach

311 Peruvian Avenue
Palm Beach,FL33480 		NONE PC GENERAL SUPPORT FOR PROGRAMS 1,500

Preservation Society of Newport County

424 Bellevue Avenue
Newport,RI02840 		NONE PC GENERAL SUPPORT FOR PROGRAMS 25,000

Project LIFT

1330 SW 34th Street
Palm City,FL34990 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Providence College

1 Cunningham Square
Providence,RI02918 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

Quantum House

987 45th Street
West Palm Beach,FL33407 		NONE PC GENERAL SUPPORT FOR PROGRAMS 72,000

Rappahannock Pantry Inc

37 Legget Lane PO Box 451
Washington,VA22747 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

Reaching Out Community Services

6417 18th Avenue
Brooklyn,NY11204 		NONE PC GENERAL SUPPORT FOR PROGRAMS 20,000

Redland Rockpit Abandoned Dogs Project

8958 W State Road 84 Suite 285
Davie,FL33324 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Rhode Island Community Food Bank

200 Niantic Avenue
Providence,RI02907 		NONE PC GENERAL SUPPORT FOR PROGRAMS 20,000

RiverStone Health Foundation

123 S 27th Street
Billings,MT59101 		NONE PC GENERAL SUPPORT FOR PROGRAMS 200,000

Rocking the Boat

812 Edgewater Road
Bronx,NY10474 		NONE PC GENERAL SUPPORT FOR PROGRAMS 20,000

Roman Catholic Diocese of Lexington Lexington Catholic High School

2250 Clays Mill Road
Lexington,KY40503 		NONE PC GENERAL SUPPORT FOR PROGRAMS 20,000

Rosarian Academy

807 N Flagler Drive
West Palm Beach,FL33401 		NONE PC GENERAL SUPPORT FOR PROGRAMS 25,000

Rosarian Academy Charitable Trust

807 N Flagler Drive
West Palm Beach,FL33401 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Rosie's Place

889 Harrison Avenue
Boston,MA02118 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

Royal Poinciana Chapel

60 Cocoanut Row
Palm Beach,FL33480 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Saint Francis House

39 Boylston Street
Boston,MA02116 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

Samaritans Purse

PO Box 3000
Boone,NC28607 		NONE PC GENERAL SUPPORT FOR PROGRAMS 25,000

Sanctuary for Families-NYC

PO Box 1406 Wall Street Station
New York,NY10268 		NONE PC GENERAL SUPPORT FOR PROGRAMS 30,000

Save the Chimps

16891 Carole Noon Lane
Fort Pierce,FL34945 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Sisters of the Order of St Dominic of Amityville NY

555 Albany Avenue
Amityville,NY11701 		NONE PC GENERAL SUPPORT FOR PROGRAMS 75,000

Social Register Foundation

14 Wall Street Suite 3F
New York,NY10005 		NONE PC GENERAL SUPPORT FOR PROGRAMS 1,000

Society of Colonial Wars in the State of Florida

150 Bradley Place Suite 410
Palm Beach,FL33480 		NONE PC GENERAL SUPPORT FOR PROGRAMS 2,000

Society of the First Families of New York

400 N Flagler Drive PH A-1
West Palm Beach,FL33401 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Society of the Four Arts

100 Four Arts Plaza
Palm Beach,FL33480 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

South Florida PBS

3401 South Congress Avenue
Boynton Beach,FL33426 		NONE PC GENERAL SUPPORT FOR PROGRAMS 150,000

Southampton Animal Shelter Foundation

102 Old Riverhead Road West
Hampton Bays,NY11946 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

Southampton Youth Association Inc

33 Flying Point Road Suite 102
Southampton,NY11968 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Speak Up For Kids Palm Beach County

PO Box 1896
West Palm Beach,FL33402 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Special Olympics Montana

PO Box 3507
Great Falls,MT59403 		NONE PC GENERAL SUPPORT FOR PROGRAMS 35,000

St George Table

PO Box 10584
Riviera Beach,FL33419 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

St Mary's Hospital for Children

29-01 216th Street
Bayside,NY11360 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

St Paul's Cathedral Trust in America

c/o Harris Hardy Johnstone PC
North Chesterfield,VA23236 		NONE PC GENERAL SUPPORT FOR PROGRAMS 30,000

St Vincent Healthcare Foundation

1106 N 30th Street
Billings,MT59101 		NONE PC GENERAL SUPPORT FOR PROGRAMS 540,000

Stop Bullying Now Foundation Inc

7765 Lake Worth Road Suite 312
Lake Worth,FL33467 		NONE PC GENERAL SUPPORT FOR PROGRAMS 2,500

Stop Poaching Now

434 Chilean Avenue 6B
Palm Beach,FL33480 		NONE PC GENERAL SUPPORT FOR PROGRAMS 1,500

Student Aces

8895 N Military Trail Ste 203B
West Palm Beach,FL33410 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Suits for Seniors

251 W 11th Street
Riviera Beach,FL33404 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Sweet Dream Makers

55 NE 5th Avenue Suite 400
Boca Raton,FL33432 		NONE PC GENERAL SUPPORT FOR PROGRAMS 20,000

Syracuse University

200 Bowne Hall
Syracuse,NY13244 		NONE PC GENERAL SUPPORT FOR PROGRAMS 25,000

Take Stock in Children Palm Beach County

1896 Palm Beach Lakes Boulevard Su
West Palm Beach,FL33409 		NONE PC GENERAL SUPPORT FOR PROGRAMS 40,000

The Battier Take Charge Foundation

550 NW 42nd Avenue 4th Floor
Miami,FL33126 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

The Beacon of Downtown Houston

1117 Texas Avenue
Houston,TX77002 		NONE PC GENERAL SUPPORT FOR PROGRAMS 30,000

The Benjamin School

11000 Ellison Wilson Road
North Palm Beach,FL33408 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

The Give Back Community

930 Milbrae Court Unit 3
West Palm Beach,FL33401 		NONE PC GENERAL SUPPORT FOR PROGRAMS 1,000

The Glades Initiative

149 SE Avenue D
Belle Glade,FL33430 		NONE PC GENERAL SUPPORT FOR PROGRAMS 75,000

The Hoyt Foundation

316 Main Street Unit 1168
Sturbridge,MA01566 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

The Lord's Place

2808 N Australian Avenue
West Palm Beach,FL33407 		NONE PC GENERAL SUPPORT FOR PROGRAMS 386,500

The Lovett School

4075 Paces Ferry Road NW
Atlanta,GA30327 		NONE PC GENERAL SUPPORT FOR PROGRAMS 25,000

The Madeira School

8328 Georgetown Pike
McLean,VA22102 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

The People Concern

2116 Arlington Avenue Suite 100
Los Angeles,CA90018 		NONE PC GENERAL SUPPORT FOR PROGRAMS 225,000

The Priory in the United States of the Order of St John

1850 M Street NW Suite 1070
Washington,DC20036 		NONE PC GENERAL SUPPORT FOR PROGRAMS 26,500

Thornwell Home for Children

302 South Broad Street
Clinton,SC29325 		NONE PC GENERAL SUPPORT FOR PROGRAMS 40,000

Thrive Scholars

606 S Olive Street Suite 2150
Los Angeles,CA90014 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

Tortoise & Hare Rescue

14785 Haymarket Court
Wellington,FL33414 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Touch of Grey Rescue

1659 PGA Blvd
Melbourne,FL32935 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Town of Palm Beach United Way

44 Cocoanut Row Suite M201
Palm Beach,FL33480 		NONE PC GENERAL SUPPORT FOR PROGRAMS 323,000

Tri-County Humane Society

21287 Boca Rio Road
Boca Raton,FL33433 		NONE PC GENERAL SUPPORT FOR PROGRAMS 7,500

Trinity School of Durham & Chapel Hill

4011 Pickett Road
Durham,NC27705 		NONE PC GENERAL SUPPORT FOR PROGRAMS 30,000

Trustbridge Inc

5600 East Avenue
West Palm Beach,FL33407 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

Tumbleweed Runaway Program Inc

505 N 24th Street
Billings,MT59101 		NONE PC GENERAL SUPPORT FOR PROGRAMS 20,000

UCLA Foundation

c/o UCLA College of Letters and Sci
Los Angeles,CA90095 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

UK Friends of Healing Focus Orphanage Center

124 City Road
London,NONESE17QD
UK 		NONE PC GENERAL SUPPORT FOR PROGRAMS 12,500

Undue Medical Debt

28-07 Jackson Avenue 5th Floor
Long Island City,NY11101 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

United Negro College Fund - UNCF

1222 South Andrews Avenue Suite 50
Fort Lauderdale,FL33316 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

University of Massachusetts Amherst Foundation

134 Hicks Way
Amherst,MA01003 		NONE PC GENERAL SUPPORT FOR PROGRAMS 30,000

Urban Youth Impact

2823 N Australian Avenue
West Palm Beach,FL33407 		NONE PC GENERAL SUPPORT FOR PROGRAMS 15,000

US Olympic & Paralympic Foundation

1 Olympic Plaza
Colorado Springs,CO80909 		NONE PC GENERAL SUPPORT FOR PROGRAMS 325,000

Vanderbilt University

PMB 407727
Nashville,TN372407727 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Veterans Administration Health Care System West Palm Beach

7305 N Military Trail
West Palm Beach,FL33410 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Veterans Navigation Network

2173 Overland Avenue
Billings,MT59105 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

VFW Post 9249

2121 Grand Island Boulevard
Grand Island,NY140722195 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Vinceramos Therapeutic Riding Center

13300 6th Court N
Loxahatchee,FL33470 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Vita Nova

2724 N Australian Avenue
West Palm Beach,FL33407 		NONE PC GENERAL SUPPORT FOR PROGRAMS 94,000

Wayside House

378 NE Sixth Avenue
Delray Beach,FL33483 		NONE PC GENERAL SUPPORT FOR PROGRAMS 25,000

West Jupiter Community Group

7187 Edna Runner Way
Jupiter,FL33458 		NONE PC GENERAL SUPPORT FOR PROGRAMS 17,500

West Palm Beach Library Foundation

411 Clematis Street 3rd Floor
West Palm Beach,FL33401 		NONE PC GENERAL SUPPORT FOR PROGRAMS 35,000

Westside Food Bank

1710 22nd Street
Santa Monica,CA90404 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Wings for Kids

174 Meeting Street Suite 300
Charleston,SC29401 		NONE PC GENERAL SUPPORT FOR PROGRAMS 50,000

Wise Wonders Children's Museum

3024 N 2nd Avenue
Billings,MT59101 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

WSGA Scholarship Fund

12334 Meadow Ridge
Stafford,TX77477 		NONE PC GENERAL SUPPORT FOR PROGRAMS 500

Yellowstone Art Museum

401 N 27th Street
Billings,MT59101 		NONE PC GENERAL SUPPORT FOR PROGRAMS 125,000

Yellowstone River Parks Association

PO Box 1201
Billings,MT59101 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

Yellowstone Valley Animal Shelter

PO Box 20920
Billings,MT59104 		NONE PC GENERAL SUPPORT FOR PROGRAMS 20,000

YMCA of the Palm Beaches

2728 Lake Worth Rd
Lake Worth Beach,FL33461 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

York County Shelter Programs

147 Shaker Hill Road
Alfred,ME04002 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

Young Singers of the Palm Beaches

701 Okeechobee Boulevard
West Palm Beach,FL33401 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000

YWCA Billings

909 Wyoming Avenue
Billings,MT59101 		NONE PC GENERAL SUPPORT FOR PROGRAMS 10,000

YWCA of Palm Beach County

1016 N Dixie Highway
West Palm Beach,FL33401 		NONE PC GENERAL SUPPORT FOR PROGRAMS 66,500

Zoo Montana

2100 S Shiloh Road
Billings,MT59106 		NONE PC GENERAL SUPPORT FOR PROGRAMS 5,000
Total .................................right arrow 3a 14,860,840
bApproved for future payment
Total ................................. right arrow 3b 0
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 ........... 		         
4 Dividends and interest from securities ....     14 4,488,350  
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 13,504,137  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    14 6,605  
bPass-through income     14 -3,332,006  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 14,667,086 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
14,667,086
(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: 24020961
Software Version: 2024v5.1


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE MARY ALICE FORTIN FOUNDATION
EIN:
59-2469696
Software ID:
24020961
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 88,730 34,615   34,615

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

TY 2024 DepreciationSchedule
Name:
THE MARY ALICE FORTIN FOUNDATION
EIN:
59-2469696
Software ID:
24020961
Software Version:
2024v5.1
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
BUILDING 2016-09-16 1,970,398 418,932     50,523      
LAND 2016-09-16 1,313,599 0     0      
LEASEHOLD IMPROVEMENTS 2017-06-17 199,619 38,602     5,118      
AIR CONDITIONER 2021-12-16 6,988 545     179      

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

TY 2024 ExpenditureResponsibilityStmt
Name:
THE MARY ALICE FORTIN FOUNDATION
EIN:
59-2469696
Software ID:
24020961
Software Version:
2024v5.1
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
The Barker Welfare Foundation
  		PO BOX 31432
PALM BEACH GARDENS,FL33420 		2024-11-21 50,000 Support costs associated with the Legacy of Freight Exhibit at the Barker Mansion. 50,000 0 11/13/2025   The Foundation has no reason to doubt the accuracy or reliability of the reports provided from the grantee so no independent verification of the reports were required or made.

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

TY 2024 GainLossSaleOtherAssetsSch
Name:
THE MARY ALICE FORTIN FOUNDATION
EIN:
59-2469696
Software ID:
24020961
Software Version:
2024v5.1
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
PUBLICLY TRADED SECURITIES         121,678,915 108,174,778     13,504,137  

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE MARY ALICE FORTIN FOUNDATION
EIN:
59-2469696
Software ID:
24020961
Software Version:
2024v5.1
Name of Bond End of Year Book Value End of Year Fair Market Value
CORPORATE BONDS 465,102 494,010

TY 2024 InvestmentsCorpStockSchedule
Name:
THE MARY ALICE FORTIN FOUNDATION
EIN:
59-2469696
Software ID:
24020961
Software Version:
2024v5.1
Name of Stock End of Year Book Value End of Year Fair Market Value
PUBLICLY TRADED SECURITIES 114,787,987 249,113,136

TY 2024 InvestmentsGovtObligationsSch
Name:
THE MARY ALICE FORTIN FOUNDATION
EIN:
59-2469696
Software ID:
24020961
Software Version:
2024v5.1
US Government Securities - End of Year Book Value:

1,500,437
US Government Securities - End of Year Fair Market Value:

1,504,248
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 InvestmentsOtherSchedule2
Name:
THE MARY ALICE FORTIN FOUNDATION
EIN:
59-2469696
Software ID:
24020961
Software Version:
2024v5.1
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ALTERNATIVE INVESTMENTS FMV 52,120,770 54,357,487

TY 2024 LandEtcSchedule2
Name:
THE MARY ALICE FORTIN FOUNDATION
EIN:
59-2469696
Software ID:
24020961
Software Version:
2024v5.1
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
Land, Buildings, and Equipment 3,490,604 458,079 3,032,525 3,032,525


TY 2024 OtherExpensesSchedule
Name:
THE MARY ALICE FORTIN FOUNDATION
EIN:
59-2469696
Software ID:
24020961
Software Version:
2024v5.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSES 23,974 11,987   11,987
INSURANCE 9,800 4,900   4,900


TY 2024 OtherIncomeSchedule2
Name:
THE MARY ALICE FORTIN FOUNDATION
EIN:
59-2469696
Software ID:
24020961
Software Version:
2024v5.1
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PASS-THROUGH INCOME -3,332,006 -2,928,973  
Other Income 6,605 6,605  


TY 2024 OtherIncreasesSchedule
Name:
THE MARY ALICE FORTIN FOUNDATION
EIN:
59-2469696
Software ID:
24020961
Software Version:
2024v5.1
Description Amount
PRIOR PERIOD ADJUSTMENT 4,205,393


TY 2024 OtherProfessionalFeesSchedule
Name:
THE MARY ALICE FORTIN FOUNDATION
EIN:
59-2469696
Software ID:
24020961
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment management fees 2,089,081 2,089,081    


TY 2024 TaxesSchedule
Name:
THE MARY ALICE FORTIN FOUNDATION
EIN:
59-2469696
Software ID:
24020961
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Foreign taxes 34,255 34,255    
NET INVESTMENT INCOME TAXES 130,000