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
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
THE ANGELO FAMILY CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1 WEST 72ND STREET 22
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10023
A Employer identification number

81-1326413
B Telephone number (see instructions)

(212) 692-2023
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$77,498,104J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 27,065 27,065  
4 Dividends and interest from securities... 724,014 724,014  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 211,082
b Gross sales price for all assets on line 6a 5,870,063
7 Capital gain net income (from Part IV, line 2)... 211,082
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
7,386,631 7,386,631  
12 Total. Add lines 1 through 11........ 8,348,792 8,348,792  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
247,954 17,641   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
114,709 113,575   1,134
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 362,663 131,216   1,134
25 Contributions, gifts, grants paid....... 3,688,673 3,688,673
26 Total expenses and disbursements. Add lines 24 and 25 4,051,336 131,216   3,689,807
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,297,456
b Net investment income (if negative, enter -0-) 8,217,576
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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......... 3,357,139 3,054,938 3,054,938
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2 Click to see attachment
List of Attached Documents:
// Content
2 		2
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).......... 76,375,952 Click to see attachment
List of Attached Documents:
// Content
81,037,644 		74,443,164
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 79,733,093 84,092,584 77,498,104
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
191,566 		Click to see attachment
List of Attached Documents:
// Content
253,601
23 Total liabilities (add lines 17 through 22)......... 191,566 253,601
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 79,541,527 83,838,983
29 Total net assets or fund balances (see instructions)..... 79,541,527 83,838,983
30 Total liabilities and net assets/fund balances (see instructions). 79,733,093 84,092,584
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
79,541,527
2
Enter amount from Part I, line 27a .....................
2
4,297,456
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
83,838,983
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
83,838,983
Form 990-PF (2022)
Form 990-PF (2022)
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 PUBLICALY TRADED SECURITIES P    
b PUBLICALY TRADED SECURITIES P    
c PUBLICALY TRADED SECURITIES P    
d AG CAPITAL RECOVERY VII HOLDINGS- BASIS ADJUSTMENT P   2022-12-31
e AG DIVERSIFIED INCOME FUND PLUS LTD- BASIS ADJUSTMENT P   2022-12-31
AG OPPORTUNISTIC WHOLE LOAN FUND- BASIS ADJUSTMENT P   2022-12-31
AG PARTNERS- DISGUISED SALE P    
CAPITAL GAINS DIVIDENDS P    
(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 2,267,735   2,441,962 -174,227
b 3,012,664   3,177,671 -165,007
c 669     669
d     39,348 -39,348
e 13,576     13,576
288,156     288,156
71,527     71,527
215,736     215,736
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       -174,227
b       -165,007
c       669
d       -39,348
e       13,576
      288,156
      71,527
      215,736
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 2 211,082
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  
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
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) 1 114,224
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 114,224
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 114,224
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 163,440
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 140,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 303,440
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8 1,693
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 10 187,523
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow187,523 Refundedright arrow 11 0
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
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 arrowNY
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 2022 or the taxable year beginning in 2022? 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
Form 990-PF (2022)
Form 990-PF (2022)
Page 5
Part VI-A
Statements Regarding Activities (continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowNONE
14
The books are in care ofright arrowTAXPAYER Telephone no.right arrow (212) 692-2023

Located atright arrow245 PARK AVENUE-26TH FLOORNEW YORKNY ZIP+4right arrow10167
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 2022, 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
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JUDITH HART ANGELO PRESIDENT
1.00 		0 0 0
1 WEST 72 STREET
NEW YORK,NY10023
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
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
72,749,845
b
Average of monthly cash balances.......................
1b
2,651,799
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
75,401,644
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
75,401,644
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,131,025
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
74,270,619
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,713,531
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
3,713,531
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
114,224
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
28,008
c
Add lines 2a and 2b............................
2c
142,232
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,571,299
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,571,299
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
3,571,299
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
3,689,807
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
3,689,807
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 3,571,299
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 3,544,742
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 3,689,807
a Applied to 2021, but not more than line 2a 3,544,742
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 2022 distributable amount..... 145,065
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		3,426,234
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 2017 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022....  
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, 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) 2022 (b) 2021 (c) 2020 (d) 2019
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or 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 (2022)
Form 990-PF (2022)
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

AMERICAN SKIN ASSOCIATION

335 MADISON AVE
NEW YORK,NY10017 		NONE PC FOR OPERATIONS 10,000

AMHERST COLLEGE

AMHERST COLLEGE
AMHERST,MA01022 		NONE PC FOR OPERATIONS 5,000

ANIMAL MEDICAL CENTER

510 EAST 62 STREET
NEW YORK,NY10065 		NONE PC FOR OPERATIONS 10,000

ANTI-DEFAMATION LEAGUE

605 3RD AVE
NEW YORK,NY10158 		NONE PC FOR OPERATIONS 25,000

ASCAP FOUNDATION

250 W 57 STREET
NEW YORK,NY10107 		NONE PC FOR OPERATIONS 5,000

BEIT T'SHUVAH

8831 VENICE BLVD
LOS ANGELES,CA90034 		NONE PC FOR OPERATIONS 5,000

BRENTWOOD SCHOOL

52 THIRD AVENUE
BRENTWOOD,NY11717 		NONE PC FOR OPERATIONS 55,000

CAMINO NUEVA CHARTER ACADEMY

3500 W TEMPLE STREET
LOS ANGELES,CA90004 		NONE PC FOR OPERATIONS 20,000

CHILDREN'S HOSPITAL LOS ANGELES

4650 SUNSET BLVD
LOS ANGELES,CA90027 		NONE PC FOR OPERATIONS 25,000

CASTLE PEAK

420 W 14TH STREET
NEW YORK,NY10014 		NONE PC FOR OPERATIONS 5,000

CHRISTOPHER AND DANA REEVE FOUNDATION

636 MORRIS TURNPIKE
SHORT HILLS,NJ07902 		NONE PC FOR OPERATIONS 26,000

CENTRAL PARK CONSERVANCY

14 E 60 STREET
NEW YORK,NY10022 		NONE PC FOR OPERATIONS 108,200

CHABAD HOUSE

170 COLLEGE AVE
BRUNSWICK,NJ08901 		NONE PC FOR OPERATIONS 2,000

CHAI LIFELINE

151 W 30 STREET
NEW YORK,NY10001 		NONE PC FOR OPERATIONS 10,000

CHARITY WATER

40 WORTH STREET
NEW YORK,NY10013 		NONE PC FOR OPERATIONS 10,000

CHILDREN'S MUSEUM OF MANHATTAN

212 WEST 83RD STREET
NEW YORK,NY10024 		NONE PC FOR OPERATIONS 10,000

EDIBLE SCHOOLYARD

1517 SHATTUCK AVENUE
BERKELEY,CA94709 		NONE PC FOR OPERATIONS 5,000

CITY HARVEST

6 EAST 32 STREET
NEW YORK,NY10016 		NONE PC FOR OPERATIONS 6,000

COMMON GROUND

5113 S HARPER AVE
CHICAGO,IL60615 		NONE PC FOR OPERATIONS 35,000

ELBERON FIRST AID

173 LINCOLN AVENUE
LONG BRANCH,NJ07740 		NONE PC FOR OPERATIONS 10,000

CUNY JOURNALISM FOUNDATION

219 W 40TH STREET
NEW YORK,NY10018 		NONE PC FOR OPERATIONS 25,000

DAMON RUNYON CANCER FOUNDATION

55 BROADWAY
NEW YORK,NY10066 		NONE PC FOR OPERATIONS 7,265

DEAL FIRE COMPANY #2 LADIES AUXILIARY

110 BRIGHTON AVENUE
DEAL,NJ07723 		NONE PC FOR OPERATIONS 10,000

DEAL'S POLICEMAN'S BENEVOLENT ASSOCIATION

190 NORWOOD AVE
DEAL,NJ07723 		NONE PC FOR OPERATIONS 10,000

DUKE UNIVERSITY

CAMPUS DRIVE
DURHAM,NC27708 		NONE PC FOR OPERATIONS 230,000

GREEN SPACES LA

137 N LARCHMONT BLVD
LOS ANGELES,CA90004 		NONE PC FOR OPERATIONS 2,500

IMAGINE JUSTICE

PO BOX 7378
TACOMA,WA98417 		NONE PC FOR OPERATIONS 15,000

ECDO INC

413 W 125 STREET
NEW YORK,NY10027 		NONE PC FOR OPERATIONS 5,000

INEVITABLE FOUNDATION

228 PARK AVE SOUTH
NEW YORK,NY10003 		NONE PC FOR OPERATIONS 10,000

EVERYTOWN FOR GUN SAFETY SUPPORT FUND

450 LEXINGTON AVENUE
NEW YORK,NY10022 		NONE PC FOR OPERATIONS 25,000

FRIENDS OF THE LA PHILARMONIC

151 SOUTH GRAND AVE
LOS ANGELES,CA90012 		NONE PC FOR OPERATIONS 75,000

GEORGE BUSH FOUNDATION

PO BOX 14141
COLLEGE STATION,TX77841 		NONE PC FOR OPERATIONS 25,000

LARCHMONT CHARTER SCHOOLS

444 N LARCHMONT BLVD
LOS ANGELES,CA90004 		NONE PC FOR OPERATIONS 5,000

GIRL SCOUTS OF NEW YORK

420 FIFTH AVENUE
NEW YORK,NY10018 		NONE PC FOR OPERATIONS 5,000

PABLOVE FOUNDATION

3255 CAHUENGA BLVD WEST
LOS ANGELES,CA90068 		NONE PC FOR OPERATIONS 5,000

GOOD FOUNDATION

306 W 37 STREET
NEW YORK,NY10018 		NONE PC FOR OPERATIONS 185,000

GREENWICH FIRE DEPARTMENT

15 HAVEMEYER PL
GREENWICH,CT06830 		NONE PC FOR OPERATIONS 12,500

HARVARD UNIVERSITY

124 MT AUBURN STREET
CAMBRIDGE,MA02138 		NONE PC FOR OPERATIONS 20,000

PARA LOS NINOS

5000 HOLLYWOOD BLVD
LOS ANGELES,CA90027 		NONE PC FOR OPERATIONS 5,000

HUDSON RIVER PARK FRIENDS

353 WEST STREET
NEW YORK,NY10013 		NONE PC FOR OPERATIONS 10,000

IECA FOUNDATION

3251 OLD LEE HIGHWAY
FAIRFAX,VA22030 		NONE PC FOR OPERATIONS 25,000

JUMP START

308 CONGRESS STREET
BOSTON,MA02210 		NONE PC FOR OPERATIONS 50,000

KAUFMAN MUSIC CENTER

129 W 67 STREET
NEW YORK,NY10023 		NONE PC FOR OPERATIONS 5,000

PARK AVENUE ARMORY

643 PARK AVENUE
NEW YORK,NY10065 		NONE PC FOR OPERATIONS 5,000

KOKUA HAWAII FOUNDATION

POB 866
HALEIWA,HI96712 		NONE PC FOR OPERATIONS 25,000

LA GOAL

4911 OVERLAND AVENUE
CULVER CITY,CA90230 		NONE PC FOR OPERATIONS 15,000

LINCOLN CENTER FOR THE PERFORMING ARTS

LINCOLN CENTER PLAZA
NEW YORK,NY10023 		NONE PC FOR OPERATIONS 20,000

PROYECTO PASTORAL AT DOLORES MISSION

135 N MISSION RD
LOS ANGELES,CA90033 		NONE PC FOR OPERATIONS 5,000

LONG BRANCH PBA LOCAL 10

1 MADISON AVE
LONG BRANCH,NJ07740 		NONE PC FOR OPERATIONS 10,000

RAINFOREST TRUST

POB 841
WARRENTON,VA20188 		NONE PC FOR OPERATIONS 10,000

LUZ DEL CIELO FOURSQUARE CHURCH

1350 W JEFFERSON STREET
LOS ANGELES,CA90007 		NONE PC FOR OPERATIONS 2,000

MANHATTAN THEATRE CLUB

311 WEST 43 STREET
NEW YORK,NY10036 		NONE PC FOR OPERATIONS 40,000

MAYO CLINIC

200 FIRST ST SW
ROCHESTER,MN55905 		NONE PC FOR OPERATIONS 15,000

MEMORIAL SLOAN KETTERING CANCER CENTER

1275 YORK AVENUE
NEW YORK,NY10065 		NONE PC FOR OPERATIONS 65,000

MONMOUTH MEDICAL CENTER FOUNDATION

300 2ND AVENUE
LONG BRANCH,NJ07740 		NONE PC FOR OPERATIONS 75,000

MOUNT SINAI

1648 MADISON AVE
NEW YORK,NY10029 		NONE PC FOR OPERATIONS 55,000

MUSEUM OF MODERN ART

11 WEST 53 STREET
NEW YORK,NY10019 		NONE PC FOR OPERATIONS 150,000

MUSICARES

156 W 56 STREET
NEW YORK,NY10019 		NONE PC FOR OPERATIONS 15,000

SCHWARTZMAN ANIMAL MEDICAL CENTER

510 EAST 52 STREET
NEW YORK,NY10065 		NONE PC FOR OPERATIONS 10,000

NEW YORK HISTORICAL SOCIETY

170 CENTRAL PARK WEST
NEW YORK,NY10024 		NONE PC FOR OPERATIONS 20,000

NEW YORK PUBLIC RADIO

445 FIFTH AVENUE
NEW YORK,NY10016 		NONE PC FOR OPERATIONS 10,000

NORTHSIDE CENTER

1475 PARK AVENUE
NEW YORK,NY10029 		NONE PC FOR OPERATIONS 20,000

NY PHILAMONIC

10 LINCOLN CENTER
NEW YORK,NY10023 		NONE PC FOR OPERATIONS 15,000

NY PUBLIC LIBRARY

476 5TH AVE
NEW YORK,NY10018 		NONE PC FOR OPERATIONS 72,700

OPENING ACT

81 PROSPECT STREET
BROOKLYN,NY11201 		NONE PC FOR OPERATIONS 30,000

OUR HOUSE-GRIEF SUPPORT CENTER

1663 SAWTELLE RD
LOS ANGELES,CA90025 		NONE PC FOR OPERATIONS 5,000

OUR LADY OF LOURDES

468 W 143 STREET
NEW YORK,NY10031 		NONE PC FOR OPERATIONS 5,000

PARK CENTURY SCHOOL

3939 LANDMARK STREET
CULVER CITY,CA90232 		NONE PC FOR OPERATIONS 1,500

PARTNERSHIP SCHOOLS

1011 FIRST AVENUE
NEW YORK,NY10022 		NONE PC FOR OPERATIONS 5,000

PLANNED PARENTHOOD FEDERATION OF AMERICA

PO BOX 97166
WASHINGTON,DC20090 		NONE PC FOR OPERATIONS 85,000

POLICE ATHLETIC LEAGUE

34 1/2 EAST 12 ST
NEW YORK,NY10003 		NONE PC FOR OPERATIONS 5,000

PUBLICOLOR

20 W 36TH STREET
NEW YORK,NY10018 		NONE PC FOR OPERATIONS 10,000

RAMAPO FOR CHILDREN

49 W 38 ST
NEW YORK,NY10018 		NONE PC FOR OPERATIONS 45,000

RISING TREETOPS AT OAKHURST

1140 BROADWAY
NEW YORK,NY10001 		NONE PC FOR OPERATIONS 15,000

ROCKEFELLER UNIVERSITY

1230 YORK AVE
NEW YORK,NY10065 		NONE PC FOR OPERATIONS 25,000

SILVER SHIELD FOUNDATION

870 UNITED NATIONS PLAZA
NEW YORK,NY10017 		NONE PC FOR OPERATIONS 5,000

SMITHONIAN INSTITUTION

POB 37012
WASHINGTON,DC20013 		NONE PC FOR OPERATIONS 50,000

ST LAWRENCE UNIVERSITY

23 ROMODA DR
CANTON,NY13617 		NONE PC FOR OPERATIONS 50,000

STEADMAN PHILPPON RESEARCH INSTITUTE

181 W MEADOW DR
VAIL,CO81657 		NONE PC FOR OPERATIONS 20,000

STEEP ROCK ASSOCIATION

POB 279
WASHINGTON DEPOT,CT06794 		NONE PC FOR OPERATIONS 5,000

STEP UP WOMENS CENTER

510 SOUTH HEWITT STREET
LOS ANGELES,CA90013 		NONE PC FOR OPERATIONS 5,000

STREET POETS

2116 ARLINGTON AVE
LOS ANGELES,CA90018 		NONE PC FOR OPERATIONS 10,000

SUCCESS ACADEMY CHARTER SCHOOL

95 PINE STREET
NEW YORK,NY10005 		NONE PC FOR OPERATIONS 10,000

TEACHING BEYOND THE SQUARE

130 EAST 16 STREET
NEW YORK,NY10003 		NONE PC FOR OPERATIONS 5,000

TEMPLE BETH MIRIAM

180 S LINCOLN AVE
LONG BRANCH,NJ07740 		NONE PC FOR OPERATIONS 15,000

THE ALZHEIMER'S ASSOCIATION

60 EAST 42 STREET
NEW YORK,NY10165 		NONE PC FOR OPERATIONS 25,000

THE AMERICAN FILM INSTITUTE

2021 N WESTERN AVE
LOS ANGELES,CA90027 		NONE PC FOR OPERATIONS 30,000

THE AMERICAN MUSEUM OF NATURAL HISTORY

200 CENTRAL PARK WEST
NEW YORK,NY10024 		NONE PC FOR OPERATIONS 45,000

THE AMERICAN CAMP ASSOCIATION

5000 IN-67 NORTH
MARTINSVILLE,IN46151 		NONE PC FOR OPERATIONS 10,000

THE CENTER FOR EARLY EDUCATION

563 N ALFRED ST
HOLLYWOOD,CA90048 		NONE PC FOR OPERATIONS 130,000

THE CHILDREN'S RANCH

4007 VERDANT STREET
LOS ANGELES,CA90039 		NONE PC FOR OPERATIONS 5,000

THE ASPEN INSTITUTE

2500 N STREET NW
WASHINGTON,DC20037 		NONE PC FOR OPERATIONS 20,000

THE DRAWING CENTER

35 WOOSTER STREET
NEW YORK,NY10013 		NONE PC FOR OPERATIONS 5,000

THE GRAMMY MUSEUM FOUNDATION

800 W OLYMPIC BLVD
LOS ANGELES,CA90015 		NONE PC FOR OPERATIONS 10,000

THE JOAN DANCY & PALS FOUNDATION

1 RIVERVIEW PLAZA
RED NECK,NJ07701 		NONE PC FOR OPERATIONS 5,000

THE KEEWAYDIN FOUNDATION

950 W SHORE RD
SALISBURY,VT05769 		NONE PC FOR OPERATIONS 200,000

THE LEUKEMIA & LYMPHOMA SOCIETY

POB 98018
WASHINGTON,DC20090 		NONE PC FOR OPERATIONS 5,000

THE METROPOLITAN MUSEUM OF ART

1000 FIFTH AVE
NEW YORK,NY10028 		NONE PC FOR OPERATIONS 50,000

TREE PEOPLE

12601 MULHOLLAND DRIVE
BEVERLY HILLS,CA90048 		NONE PC FOR OPERATIONS 10,000

THE NEW YORK PHYSICIANS FOUNDATION

635 MADISON AVE
NEW YORK,NY10022 		NONE PC FOR OPERATIONS 25,000

THE OAKWOOD SCHOOL

4000 MACGREGOR DOWNS RD
GREENVILLE,NC27834 		NONE PC FOR OPERATIONS 90,000

THE WRITERS GUILD

7000 W 3RD ST
LOS ANGELES,CA90048 		NONE PC FOR OPERATIONS 5,000

THE PALEY CENTER FOR MEDIA

25 W 52 STREET
NEW YORK,NY10019 		NONE PC FOR OPERATIONS 125,000

THE PUBLIC THEATER

425 LAFAYETTE STREET
NEW YORK,NY10003 		NONE PC FOR OPERATIONS 25,000

THE TIMANOUS FOUNDATION

85 PLAINS ROAD
RAYMOND,ME04071 		NONE PC FOR OPERATIONS 20,000

THE WAR HORSE NEWS

PO BOX 399
RICHLANDS,NC28574 		NONE PC FOR OPERATIONS 5,000

TRINITY SCHOOL

139 W 91 STREET
NEW YORK,NY10024 		NONE PC FOR OPERATIONS 80,000

UNIVERSITY OF MD COLLEGE PARK

CAMPUS
COLLEGE PARK,MD20742 		NONE PC FOR OPERATIONS 30,000

UNTERMYER GARDENS CONSERVANCY

945 N BROADWAY
YONKERS,NY10701 		NONE PC FOR OPERATIONS 7,500

WASHINGTON AMBULANCE ASSOCIATION

109 BEE BROOK ROAD
WASHINGTON DEPOT,CT06794 		NONE PC FOR OPERATIONS 5,000

VAIL HEALTH FOUNDATION

181 W MEADOW DRIVE
VAIL,CO81657 		NONE PC FOR OPERATIONS 20,000

VAIL INTERNATIONAL HOCKEY

232 WEST MEADOW DRIVE
VAIL,CO91657 		NONE PC FOR OPERATIONS 10,000

VAIL VALLEY FOUNDATION

90 W BENCHMARK RD
AVON,CO81620 		NONE PC FOR OPERATIONS 25,000

VERMONT YOUTH CONSERVATION CORPS

1949 E MAIN ST
RICHMOND,VT05477 		NONE PC FOR OPERATIONS 6,000

WASHINGTON MONTESSORI SCHOOL

240 LITCHFIELD TURNPIKE
NEW PRESTON,CT06777 		NONE PC FOR OPERATIONS 7,500

WASHINTON VOLUNTEER FIRE DEPARTMENT

109 BEE BROOK ROAD
WASHINGTON DEPOT,CT06794 		NONE PC FOR OPERATIONS 5,000

WEILL CORNELL MEDICAL COLLEGE

520 EAST 70 STREET
NEW YORK,NY10065 		NONE PC FOR OPERATIONS 40,000

WHITNEY MUSEUM OF AMERICAN ART

99 GANSEVOORT ST
NEW YORK,NY10014 		NONE PC FOR OPERATIONS 200,000

WOHELO CAMPS

25 FIRE LANE
RAYMOND,ME04071 		NONE PC FOR OPERATIONS 30,000

WORLD WILDLIFE FUND

1250 24TH ST NW
WASHINGTON,DC20037 		NONE PC FOR OPERATIONS 10,000

ADIRONDACK COUNCIL

POB D-2
ELIZABETH,NY12932 		NONE PC FOR OPERATIONS 20,000

ALZHEIMERS'S DRUG DISCOVERY FOUNDATION

57 W 77 STREET
NEW YORK,NY10019 		NONE PC FOR OPERATIONS 10,000

AMAZON WATCH

520 3RD STREET
OAKLAND,CA94607 		NONE PC FOR OPERATIONS 10,000

AXELROD PERFORMING ARTS CENTER

100 GRANT AVENUE
DEER PARK,NJ07723 		NONE PC FOR OPERATIONS 25,000

BIG BROTHERS BIG SISTERS LA

11755 WILSHIRE BLVD
LOS ANGELES,CA90025 		NONE PC FOR OPERATIONS 7,000

CALIFORNIA COMMUNITY FOUNDATION

717 W TEMPLE ST
LOS ANGELES,CA90012 		NONE PC FOR OPERATIONS 5,000

WESTMARK SCHOOL

25405461 LOUISE AVE
ENCINO,CA91316 		NONE PC FOR OPERATIONS 45,000

WORLD CENTRAL KITCHEN

200 MASSACHUSETTS AVE NW
WASHINGTON,DC20001 		NONE PC FOR OPERATIONS 25,000

YOUNG AUDIENCES NY

347 FIFTH AVE
NEW YORK,NY10016 		NONE PC FOR OPERATIONS 5,008
Total .................................right arrow 3a 3,688,673
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
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 27,065  
4 Dividends and interest from securities ....     14 724,014  
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 7,386,631  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 211,082  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 8,348,792 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
8,348,792
(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 (2022)
Form 990-PF (2022)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 InvestmentsCorpStockSchedule
Name:
THE ANGELO FAMILY CHARITABLE FOUNDATION
EIN:
81-1326413
Name of Stock End of Year Book Value End of Year Fair Market Value
1 SHARE ORION REFINING 1 1
2 SHARES MACAU CAPITAL 1 1

TY 2022 InvestmentsOtherSchedule2
Name:
THE ANGELO FAMILY CHARITABLE FOUNDATION
EIN:
81-1326413
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AG CORPORATE CREDIT OPPORTUNITIES, LTD AT COST 5,627,777 3,690,770
AG ENERGY PARTNERS II, L.P. AT COST 216,409 241,597
AG NET LEASE REALTY FUND III, LP AT COST 1,110,659 1,282,839
PRIVATE EQUITY US OPPORTUNITIES II LP AT COST 373,415 207,707
EAGLE RANCH LOT INVESTORS, LLC AT COST 800,772 577,923
FS EQUITY PARTNERS VII LP AT COST 1,494,401 1,321,613
REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND I LP AT COST 1,157,513 704,674
SHEA VETURES OPPORTUNITY FUND B-II, LP AT COST 662,225 293,105
SHEA VENTURES OPPORTUNITY FUND II, LP AT COST 703,890 576,320
TATIRA 2, LLC AT COST 1,181,629 0
FIDELITY 500 INDEX AT COST 4,799,668 5,312,901
HEALTH CARE SELECT SECTOR AT COST 852,622 1,002,845
INVESCO QQQ TRUST 1 AT COST 1,317,788 1,233,675
ISHARES RUSSELL 1000 VALUE AT COST 1,208,429 1,264,003
PARNASSUS CORE EQUITY AT COST 1,067,879 1,004,820
VANGUARD MID-CAP AT COST 300,464 378,679
FIDELITY INTERNATIONAL INDEX AT COST 1,561,028 1,582,768
OAKMARK INTERNATIONAL AT COST 764,297 789,932
ISHARES MSCI JAPAN ETF AT COST 1,106,335 1,003,765
T ROWE PRICE NEW ASIA AT COST 320,278 269,684
ISHARES CORE MSCI EMERGING AT COST 1,217,542 1,086,943
ISHARES MSCI INDIA ETF AT COST 241,312 291,262
MATTHEWS CHINA FUND AT COST 588,987 462,599
COHEN & STEERS REAL ESTATE AT COST 1,778,746 1,524,471
ISHARES GOLD TRUST AT COST 309,183 302,663
PIMCO COMMODITY STRAT AT COST 725,125 627,288
DODGE & COX INCOME AT COST 411,390 342,841
DOUBLELINE TOTAL RETURN AT COST 337,764 278,476
PIMCO TOTAL RETURN FUND AT COST 258,045 205,882
SCHWAB U.S. TIPS ETF AT COST 417,232 355,901
VANGUARD TOTAL BOND MARKET AT COST 2,057,757 1,917,122
VANECK OIL SERVICES AT COST 246,035 383,407
VANGUARD FTSE EUROPE AT COST 832,338 774,719
ISHARES MSCI CHINA AT COST 308,831 270,940
JPM MANAGED INCOME AT COST 432,179 430,024
AG PARTNER INVESTMENTS L.P. AT COST 38,308,602 36,674,837
ASF VIII INFRASTRUCTURE PRIVATE INVESTORS OFFSHORE AT COST 80,013 63,382
CASDIN PARTNERS OFFSHORE LTD AT COST 750,000 750,000
NEA 18 PRIVATE INVESTMENT OFFSHORE LP AT COST 212,058 158,963
PEG GLOBAL PRIVATE EQUITY X AT COST 89,453 58,494
ISHARES MSCI CANADA AT COST 233,603 231,237
VANECK GOLD MINERS ETF AT COST 427,109 320,677
ISHARES 7-10 YEAR TREASURY AT COST 246,636 239,546
BREVAN HOWARD ALPHA STRATEGIES FUND AT COST 160,000 166,951
CADIAN OFFSHORE FUND LTD AT COST 96,692 91,153
CENTIVA OFFSHORE FUND AT COST 230,700 227,721
EVO ABSOLUTE RETURN FUND AT COST 150,000 150,000
FORA CAPITAL INTERNATIONAL AT COST 220,000 234,068
FORT BAKER CATALYST AT COST 130,268 132,373
LAURION CAPITAL LTD AT COST 149,765 151,132
LMR FUND LIMITED- ONMI CLASS D AT COST 310,000 320,593
OASIS INVESTMENT II OFFSHORE FEEDER AT COST 149,748 137,138
OPPORTUNISTIC ACCESS FEEDER AT COST 130,000 130,000
REDMILE CAPITAL OFFSHORE FUND LTD AT COST 99,638 106,354
ROKOS GLOBAL MACRO FUND AT COST 125,000 125,000
SCHONFELD FUNDAMENTAL EQUITY AT COST 200,000 197,597
SCHONFELD STRATEGIC PARTNERS AT COST 200,000 195,593
SPX FUND SPC SEG AT COST 180,000 159,147
STABILIS BRIDGE FUND II AT COST 100,000 103,948
TIGER PACIFIC OFFSHORE FUND AT COST 101,734 110,174
TOWER BAY MUNICIPAL BOND AT COST 100,000 105,584
TWIN TREE CAPITAL OFFSHORE AT COST 424,023 448,049
VOLEON COMPOSITION INTERNATIONAL AT COST 230,000 248,288
VOLORIDGE FUN D AT COST 112,658 115,039
WALLEYE OPPORTUNITIES FUND AT COST 200,000 200,000
WHITEFORT CAPITAL OFFSHORE AT COST 100,000 95,968

TY 2022 OtherExpensesSchedule
Name:
THE ANGELO FAMILY CHARITABLE FOUNDATION
EIN:
81-1326413
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 113,575 113,575   0
NEW YORK STATE TAXES AND FEES 1,134 0   1,134


TY 2022 OtherIncomeSchedule2
Name:
THE ANGELO FAMILY CHARITABLE FOUNDATION
EIN:
81-1326413
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
AG NET LEASE REALTY FUND III, L.P. 74,673 74,673 74,673
AG PARTNER INVESTMENTS L.P. 6,806,581 6,806,581 6,806,581
EAGLE RANCH LOT INVESTORS, LLC 195,176 195,176 195,176
PRIVATE EQUITY US OPPORTUNITIES II, LP 40,038 40,038 40,038
SHEA VENTURES OPPORTUNITY FUND B-II, LP 107,730 107,730 107,730
AG EUROPE REALTY HOLDINGS, LP- SEE FORM 8621 28,830 28,830 28,830
AG ENERGY PARTNERS II, LP 133,585 133,585 133,585
JPMORGAN 18 18 18


TY 2022 OtherLiabilitiesSchedule
Name:
THE ANGELO FAMILY CHARITABLE FOUNDATION
EIN:
81-1326413
Description Beginning of Year - Book Value End of Year - Book Value
AG SF (L) LP 101,521 109,455
AG EUROPE REALTY HOLDINGS, L.P. 90,045 144,146


TY 2022 TaxesSchedule
Name:
THE ANGELO FAMILY CHARITABLE FOUNDATION
EIN:
81-1326413
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX 230,313 0   0
FOREIGN TAX 17,641 17,641   0