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
Posner-Wallace Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

52-6037555
B Telephone number (see instructions)

(800) 839-1754
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$4,036,609J 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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 703 703  
4 Dividends and interest from securities... 109,542 109,542  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 130,440
b Gross sales price for all assets on line 6a 599,224
7 Capital gain net income (from Part IV, line 2)... 138,788
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
14,895 16,220  
12 Total. Add lines 1 through 11........ 255,580 265,253  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 15,000     15,000
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).... Click to see attachment
List of Attached Documents:
// Content
16,342 16,342    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
12,409 559    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 14     14
22 Printing and publications.......... 55     55
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
27,262 4,489   18,588
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 71,082 21,390   33,657
25 Contributions, gifts, grants paid....... 439,044 439,044
26 Total expenses and disbursements. Add lines 24 and 25 510,126 21,390   472,701
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -254,546
b Net investment income (if negative, enter -0-) 243,863
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......... 204,028 221,080 221,080
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 arrow350,000
Less: allowance for doubtful accounts right arrow   400,000 Click to see attachment
List of Attached Documents:
// Content
350,000 		310,000
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)....... 3,011,450 Click to see attachment
List of Attached Documents:
// Content
2,748,855 		3,187,724
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).......... 175,135 Click to see attachment
List of Attached Documents:
// Content
216,232 		274,805
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
43,000 		Click to see attachment
List of Attached Documents:
// Content
43,000 		Click to see attachment
List of Attached Documents:
// Content
43,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,833,613 3,579,167 4,036,609
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 3,833,613 3,579,167
29 Total net assets or fund balances (see instructions)..... 3,833,613 3,579,167
30 Total liabilities and net assets/fund balances (see instructions). 3,833,613 3,579,167
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
3,833,613
2
Enter amount from Part I, line 27a .....................
2
-254,546
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
100
4
Add lines 1, 2, and 3 ..........................
4
3,579,167
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,579,167
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 Publicly-traded Securities      
b Passthrough K1 Capital Gain/(Loss)      
c Sec 751 Gain on Sale of Ptshp Reclass      
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 599,224   460,159 139,065
b       235
c       -512
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       139,065
b        
c        
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 138,788
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 3,390
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 3,390
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 3,390
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 7,311
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,311
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 3,921
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow0 Refundedright arrow 11 3,921
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 arrowDC
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 arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
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)
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 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
Diana Erbsen Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
James R Posner Chair Emeritus
2.0 		3,333 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Nicholas Posner Trustee, CFO, Treas
3.0 		3,333 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Stephanie Posner Associate Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Jill Prosky Associate Trustee, Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Andrew C Smith Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Rachel C Smith Chair, Pres, Trustee
3.0 		5,000 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Sarah Smith Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Shelby Lynn Smith Associate Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Robert P Smith II Trustee, Sec
2.0 		3,333 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Robert P Smith III Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
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
 
Total number of other employees paid over $50,000...................right arrow  
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
 
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (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
3,668,002
b
Average of monthly cash balances.......................
1b
227,554
c
Fair market value of all other assets (see instructions)................
1c
558,274
d
Total (add lines 1a, b, and c).........................
1d
4,453,830
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
4,453,830
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
66,807
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,387,023
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
219,351
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
219,351
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
3,390
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,390
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
215,961
4
Recoveries of amounts treated as qualifying distributions................
4
100
5
Add lines 3 and 4............................
5
216,061
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
216,061
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
472,701
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
472,701
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 7 216,061
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only.......  
b Total for prior years:2020, 2019, 2018  
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 135,944
b From 2018...... 145,170
c From 2019...... 60,271
d From 2020...... 93,854
e From 2021...... 164,176
f Total of lines 3a through e ........ 599,415
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 472,701
a Applied to 2021, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2022 distributable amount..... 216,061
e Remaining amount distributed out of corpus 256,640
5 Excess distributions carryover applied to 2022.    
(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 5 856,055
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2017 not
applied on line 5 or line 7 (see instructions) ... 		135,944
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		720,111
10 Analysis of line 9:
a Excess from 2018.... 145,170
b Excess from 2019.... 60,271
c Excess from 2020.... 93,854
d Excess from 2021.... 164,176
e Excess from 2022.... 256,640
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).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
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

50 LEGS IN 50 DAYS INC

100 S BENDER PO BOX 8245
CLEARWATER,FL33758 		N/A PC General & Unrestricted 400

A WIDER CIRCLE INC

10325 KENSINGTON PKWY UNIT 70
KENSINGTON,MD20895 		N/A PC General & Unrestricted 1,000

ABRAHAM FUND INITIATIVES

1460 BROADWAY
NEW YORK,NY10036 		N/A PC to support the "advocacy to action" framework for local and regional projects 2,000

ACHILLES INTERNATIONAL INC

315 WEST 39TH ST STE 205
NEW YORK,NY10018 		N/A PC General & Unrestricted 400

ADAS CAFE

839 NORTHAMPTON DR
PALO ALTO,CA94303 		N/A PC General & Unrestricted 400

ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI

225 N MICHIGAN AVE 17TH FL
CHICAGO,IL60601 		N/A PC General & Unrestricted 1,000

AMERICAN BAR ASSOCIATION FUND FOR JUSTICE AND EDUC

321 N CLARK ST
CHICAGO,IL60654 		N/A SO I ABA Tax Section Tax Assistance Public Service Endowment Fund (TAPS) 1,000

AMERICAN HEART ASSOCIATION INC - GREATER BAY ARE

426 17TH ST STE 300
OAKLAND,CA94612 		N/A PC General & Unrestricted 400

AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC

PO BOX 4124
NEW YORK,NY10163 		N/A PC to support JDC efforts in Ukraine, relating to current political, economic and humanitarian situation other than direct military assistance 3,600

AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC

PO BOX 4124
NEW YORK,NY10163 		N/A PC for support of AJDC activities in the Ukraine, and adjacent areas for direct assistance and humanitarian relief 1,000

AMERICAN JEWISH WORLD SERVICE INC

PO BOX 568
ETNA,NH03750 		N/A PC General & Unrestricted 5,000

AMERICAN NATIONAL RED CROSS

431 18TH ST NW
WASHINGTON,DC20006 		N/A PC For Hurricane Ian relief 1,000

AMERICARES FOUNDATION INC

88 HAMILTON AVE
STAMFORD,CT06902 		N/A PC General & Unrestricted 1,000

AMERICAS SECOND HARVEST OF TAMPA BAY INC

4702 TRANSPORT DRIVE BLDG 6
TAMPA,FL33605 		N/A PC General & Unrestricted 1,900

AMNESTY INTERNATIONAL OF THE USA INC

311 43RD ST 7TH FL
NEW YORK,NY10036 		N/A PC General & Unrestricted 400

ANIMAL HAVEN INC

200 CENTRE ST
NEW YORK,NY10013 		N/A PC General & Unrestricted 400

ANIMAL LEGAL DEFENSE FUND

525 E COTATI AVE
COTATI,CA94931 		N/A PC General & Unrestricted 400

ARIZONA STATE UNIVERSITY FOUNDATIONASU WP CAREY

PO BOX 874611
TEMPE,AZ85287 		N/A PC Thunderbird School of Global Management 500

ASHOKA

1700 N MOORE ST STE 2000
ARLINGTON,VA22209 		N/A PC General & Unrestricted 5,000

ASSOCIATION FOR RELIGION AND INTELLECTUAL LIFE

50 MORNINGSIDE DR APT 23
NEW YORK,NY10025 		N/A PC General operating support for Cross Currents 259

ASSOCIATION FOR THE PRESERVATION OF HISTORIC CONGR

1801 E ST SE
WASHINGTON,DC20003 		N/A PC K9 Corp Fund 300

AUTISM SPEAKS

1060 STATE RD 1446
PRINCETON,NJ08540 		N/A PC General & Unrestricted 400

BALLET HISPANICO OF NEW YORK

167 W 89TH ST
NEW YORK,NY10024 		N/A PC General & Unrestricted 1,000

BALLET TECH FOUNDATION INC

890 BROADWAY 8TH FL
NEW YORK,NY10003 		N/A PC General & Unrestricted 1,000

BARD COLLEGE

PO BOX 5000
ANNANDALEONHUDSON,NY12504 		N/A PC Bard Prison Initiative (BPI) for education & re-entry efforts particularly in New York State 1,000

BEADS FOR EDUCATION INC A NON-PROFIT CORPORATION

PO BOX 784
BROOKFIELD,CT06804 		N/A PC General & Unrestricted 5,000

BEEBE MEDICAL CENTER INC

424 SAVANNAH RD
LEWES,DE19958 		N/A PC General & Unrestricted 400

BEND THE ARC-A JEWISH PARTNERSHIP FOR JUSTICE

330 7TH AVE STE 1902
NEW YORK,NY10001 		N/A PC General & Unrestricted 800

BENDER JCC OF GREATER WASHINGTON

6125 MONTROSE RD
ROCKVILLE,MD20852 		N/A PC General & Unrestricted 360

BEST FRIENDS ANIMAL SOCIETY

5001 ANGEL CANYON RD
KANAB,UT84741 		N/A PC General & Unrestricted 360

BETA THETA PI FOUNDATION

5134 BONHAM RD
OXFORD,OH45056 		N/A PC General & Unrestricted 400

BETHANY BEACH VOLUNTEER FIRE CO INC

PO BOX 950
BETHANY BEACH,DE19930 		N/A PC General & Unrestricted 800

BETHESDA CHEVY CHASE RESCUE SQUAD INC

5020 BATTERY LN
BETHESDA,MD20814 		N/A PC General & Unrestricted 300

BILL WILSON CENTER

3490 THE ALAMEDA
SANTA CLARA,CA95050 		N/A PC General & Unrestricted 400

BOATING EDUCATION SEARCH AND RESCUE AND FRIENDS OF

510 N FORT HARRISON AVE 516
CLEARWATER,FL33755 		N/A PC General & Unrestricted 400

BOYS & GIRLS CLUBS OF SOUTHWEST WASHINGTON

5109 NE 82ND AVE STE 205
VANCOUVER,WA98662 		N/A PC General & Unrestricted 400

BRAIN INJURY ASSOCIATION OF MARYLAND INC

2200 KERNAN DR RM T810
BALTIMORE,MD21207 		N/A PC General & Unrestricted 1,000

BREAD FOR THE CITY INC

1525 7TH ST NW
WASHINGTON,DC20001 		N/A PC General & Unrestricted 1,000

BRING CHANGE 2 MIND

155 SANSOME ST STE 530
SAN FRANCISCO,CA94104 		N/A PC General & Unrestricted 400

BUILDING BRIDGES ACROSS THE RIVER

1901 MS AVE SE STE 101
WASHINGTON,DC20020 		N/A PC General & Unrestricted 7,500

BUNNY WORLD FOUNDATION

4470 W SUNSET BLVD STE 482
LOS ANGELES,CA90027 		N/A PC General & Unrestricted 400

CAN MATEO COUNTY FIREFIGHTERS FOUNDATION

335 CONVENTION WAY UNIT 5
REDWOOD CITY,CA94063 		N/A PC General & Unrestricted 400

CANDID

32 OLD SLIP 24TH FL
NEW YORK,NY10005 		N/A PC General & Unrestricted 2,000

CAPITAL AREA FOOD BANK

4900 PUERTO RICO AVE NE
WASHINGTON,DC20017 		N/A PC General & Unrestricted 2,500

CAPITAL SISTERS INTERNATIONAL INC

227 LAMB LN
GOLDEN,CO80401 		N/A PC General & Unrestricted 500

CAREWAYS COLLABORATIVE INC

40 FERN ST
LEXINGTON,MA02421 		N/A PC General & Unrestricted 1,000

CARINGBRIDGE

PO BOX 6032
ALBERT LEA,MN56007 		N/A PC General & Unrestricted 250

CASA FOR CHILDREN OF THE DISTRICT OF COLUMBIA

PO BOX 15063
WASHINGTON,DC20003 		N/A PC General & Unrestricted 500

CATHEDRAL CHURCH OF ST JOHN THE DIVINE

1047 AMSTERDAM AVE
NEW YORK,NY10025 		N/A PC To facilitate programs benefitting the community 1,000

CDF FIREFIGHTERS BENEVOLENT FOUNDATION

1731 J ST STE 100
SACRAMENTO,CA95811 		N/A PC General & Unrestricted 400

CELTIC ARTS FOUNDATION

PO BOX 1342
MOUNT VERNON,WA98273 		N/A PC General & Unrestricted 400

CHABAD OF RANCHO MIRAGE-THE TORAH OASIS

72295 VIA MARTA
RANCHO MIRAGE,CA92270 		N/A PC General & Unrestricted 400

CHEETAH CONSERVATION FUND

PO BOX 2496
ALEXANDRIA,VA22301 		N/A PC General & Unrestricted 400

CHESAPEAKE BAY FOUNDATION INC

6 HERNDON AVE
ANNAPOLIS,MD21403 		N/A PC General & Unrestricted 1,000

CHILDRENS HEALTH COUNCIL INC

650 CLARK WAY
PALO ALTO,CA94304 		N/A PC General & Unrestricted 5,000

CHILDRENS HOSPITAL

111 MICHIGAN AVE NW
WASHINGTON,DC20010 		N/A PC General & Unrestricted 1,000

CHILDRENS THEATRE COMPANY

526 W 26TH ST RM 1012
NEW YORK,NY10001 		N/A PC to provide cash-flow support for CTC operations- this is part of the Talent and Career Pathways (TCP) program 15,000

CHILDRENS THEATRE COMPANY

526 W 26TH ST RM 1012
NEW YORK,NY10001 		N/A PC Talent & Career Pathways support - includes editing of interview with Mehr Mansuri; support for Savannah and Pensacola HBB events 15,000

CHURCH OF ST PAUL AND ST ANDREW UNITED METHODIST

263 W 86TH ST
NEW YORK,NY10024 		N/A PC To continue support for the longstanding collaboration/partnership between SPSA and Bnai Jeshurun 360

CITIZENS BUDGET COMMISSION INC

240 W 35TH ST STE 302
NEW YORK,NY10001 		N/A PC General & Unrestricted 200

CITY HARVEST INC

150 52ND ST
BROOKLYN,NY11232 		N/A PC General & Unrestricted 1,500

CITY OF DREAMS

PO BOX 24037
SAN FRANCISCO,CA94124 		N/A PC General & Unrestricted 400

CLARK COUNTY FOOD BANK

6502 NE 47TH AVE
VANCOUVER,WA98661 		N/A PC General & Unrestricted 400

CLEAR GLOBAL INC

30 MAIN ST
DANBURY,CT06810 		N/A PC General & Unrestricted 5,000

CLEARWATER FREE CLINIC INC

1218 COURT ST
CLEARWATER,FL33756 		N/A PC General & Unrestricted 400

CLEARWATER MARINE AQUARIUM INC

249 WINDWARD PASSAGE
CLEARWATER,FL33767 		N/A PC General & Unrestricted 400

CODE FOR AMERICA LABS INC

972 MISSION ST 5TH FL
SAN FRANCISCO,CA94103 		N/A PC General & Unrestricted 400

COLORADO OUTWARD BOUND SCHOOL - OUTWARD BOUND WILD

3840 YORK ST STE 150
DENVER,CO80205 		N/A PC General & Unrestricted 400

COMMITTEE TO PROTECT JOURNALISTS INC

509 W 38TH ST FL 5
NEW YORK,NY10018 		N/A PC General & Unrestricted 1,000

COMPASSION AND CHOICES

PO BOX 485
ETNA,NH03750 		N/A PC General & Unrestricted 1,000

CONGREGATION BNAI JESHURUN

270 WEST 89TH ST
NEW YORK,NY10024 		N/A PC Yom Kippur appeal fund and the rest not allocated yet 2,000

COVENANT HOUSE WASHINGTON DC

2001 MISSISSIPPI AVE SE
WASHINGTON,DC20020 		N/A PC General & Unrestricted 1,000

DACOR BACON HOUSE FOUNDATION

1801 F ST NW
WASHINGTON,DC20006 		N/A PC General & Unrestricted 300

DAWNWATCH

409 CAMINO DEL REMEDIO UNIT G
SANTA BARBARA,CA93110 		N/A PC General & Unrestricted 100

DC AFFORDABLE LAW FIRM

1717 K ST NW
WASHINGTON,DC20006 		N/A PC General & Unrestricted 1,000

DC CENTRAL KITCHEN INC

PO BOX 417406
BOSTON,MA02241 		N/A PC general operating support and to support the employment, training, and reentry of previously incarcerated people 2,500

DEIRDRE O BRIEN CHILD ADVOCACY CENTER INC

8 COURT ST
MORRISTOWN,NJ07960 		N/A PC General & Unrestricted 400

DESIGN TECH HIGH SCHOOL

275 ORACLE PKWY
REDWOOD CITY,CA94065 		N/A PC Annual Fund 500

DICKINSON COLLEGE

PO BOX 1773
CARLISLE,PA17013 		N/A PC General & Unrestricted 500

DOE FUND INC

345 EAST 102ND ST STE 305
NEW YORK,NY10029 		N/A PC General & Unrestricted 2,000

DOROT INC

171 W 85TH ST
NEW YORK,NY10024 		N/A PC Talent & Career Pathways program support, recommended for the stipend programs of Dorot and propagation to other locations 10,000

DRISHA INSTITUTE FOR JEWISH EDUCATION INC

377 INDEPENDENCE AVE FRONT 1
BRONX,NY10463 		N/A PC General & Unrestricted 300

EAST CAROLINA UNIVERSITY FOUNDATION INC

2200 S CHARLES BLVD 1100
GREENVILLE,NC27858 		N/A PC General & Unrestricted 500

ECHO HILL CAMPERSHIP FUND

PO BOX 5923
BETHESDA,MD20824 		N/A PC General & Unrestricted 400

EDLAVITCH JEWISH COMMUNITY CENTER OF WASHINGTON DC

1529 16TH ST NW
WASHINGTON,DC20036 		N/A PC Irving Wallace Campers' Fund for residents living near the JCC 400

END OF LIFE CHOICES NEW YORK

244 5TH AVE 2010
NEW YORK,NY10001 		N/A PC General & Unrestricted 1,000

EQUAL JUSTICE INITIATIVE

122 COMMERCE ST
MONTGOMERY,AL36104 		N/A PC General & Unrestricted 300

EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC

PO BOX 3886
NEW YORK,NY10163 		N/A PC General & Unrestricted 400

EXODUS TRANSITIONAL COMMUNITY INC

2271 THIRD AVE
NEW YORK,NY10035 		N/A PC General & Unrestricted 500

EXODUS TRANSITIONAL COMMUNITY INC

2271 THIRD AVE
NEW YORK,NY10035 		N/A PC General & Unrestricted 500

FAMILY HOUSE INC

540 MISSION BAY BLVD N
SAN FRANCISCO,CA94158 		N/A PC General & Unrestricted 400

FINCA INTERNATIONAL INC

1201 15TH ST NW
WASHINGTON,DC20005 		N/A PC efforts within FINCA to expand career opportunities/pathways for outstanding local/ country managers 1,000

FISH & WILDLIFE FOUNDATION OF FLORIDA INC

PO BOX 11010
TALLAHASSEE,FL32302 		N/A PC HAB Program Fish and Wildlife Research Institute 1,000

FORT VANCOUVER PIPE BAND

1008 SE 101ST AVE
VANCOUVER,WA98664 		N/A PC General & Unrestricted 400

FREE THE OPPRESSED

PO BOX 912938
DENVER,CO80291 		N/A PC General & Unrestricted 1,000

FREE WHEELCHAIR MISSION

15279 ALTON PKWY STE 300
IRVINE,CA92618 		N/A PC General & Unrestricted 400

FRESH AIR FUND

633 THIRD AVE
NEW YORK,NY10017 		N/A PC General & Unrestricted 1,000

FRIENDS OF MOUNT MORIAH CEMETERY INC

PO BOX 5321
PHILADELPHIA,PA19142 		N/A PC General & Unrestricted 400

FRIENDS OF STRAUS PARK INC

PO BOX 2021
NEW YORK,NY10025 		N/A PC General & Unrestricted 200

FRIENDS OF THE SOUTH COASTAL LIBRARY INC

PO BOX 1617
BETHANY BEACH,DE19930 		N/A PC General & Unrestricted 400

GENDER SPECTRUM CHARITABLE FUND

1271 WASHINGTON AVE 834
SAN LEANDRO,CA94577 		N/A PC General & Unrestricted 400

GFWC-CLEARWATER COMMUNITY WOMANS CLUB INC

PO BOX 6074
CLEARWATER,FL33758 		N/A PC General & Unrestricted 500

GIRLS INCORPORATED OF NEW YORK CITY

25 BROADWAY 12TH FL
NEW YORK,NY10004 		N/A PC General & Unrestricted 1,000

GLOBALGIVING FOUNDATION INC

1 THOMAS CIR NW SUITE 800
WASHINGTON,DC20005 		N/A PC Children in Poverty 400

GODS LOVE WE DELIVER INC

166 AVE OF THE AMERICAS
NEW YORK,NY10013 		N/A PC general operations support 1,500

GOOD360

675 N WASHINGTON ST STE 330
ALEXANDRIA,VA22314 		N/A PC General & Unrestricted 400

GRANTMAKERS IN THE ARTS

522 COURTLANDT AVE 1ST FLOOR
BRONX,NY10451 		N/A PC General & Unrestricted 250

GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS

3939 CAMPBELL AVE
ARLINGTON,VA22206 		N/A PC General & Unrestricted 500

GUIDING EYES FOR THE BLIND INC

611 GRANITE SPRINGS RD
YORKTOWN HTS,NY10598 		N/A PC General & Unrestricted 1,800

HADASSAH FOUNDATION INC

40 WALL ST
NEW YORK,NY10005 		N/A PC General & Unrestricted 500

HARVARD COLLEGE

124 MOUNT AUBURN ST 4TH FLOOR
CAMBRIDGE,MA02138 		N/A PC To support the Harvard College Fund for the Class of 1965 500

HARVARD UNIVERSITY - RADCLIFFE INSTITUTE FOR ADVAN

10 GARDEN ST
CAMBRIDGE,MA02138 		N/A PC General & Unrestricted 400

HOLLINS UNIVERSITY CORPORATION

PO BOX 9629
ROANOKE,VA24020 		N/A PC General & Unrestricted 1,000

HOPE CONNECTIONS FOR CANCER SUPPORT INC

10100 LAUREATE WAY
BETHESDA,MD20814 		N/A PC General & Unrestricted 400

HOPE VILLAGES OF AMERICA INC

503 S MARTIN LUTHER KING JR AVE
CLEARWATER,FL33756 		N/A PC General & Unrestricted 400

HUDSON LINK FOR HIGHER EDUCATION IN PRISON INC

PO BOX 862
OSSINING,NY10562 		N/A PC general operating support for Hudson Link reentry programs and build-out of SalesForce platform 2,000

IMPACTASSETS INC

4340 EAST WEST HWY STE 210
BETHESDA,MD20814 		N/A PC BlackRock Impact Opportunities (BIO) Fund 104,100

IMPACTASSETS INC

4340 EAST WEST HWY STE 210
BETHESDA,MD20814 		N/A PC General & Unrestricted 54,000

IN YOUR HANDS INC

2462 WYANDOTTE ST
MOUNTAIN VIEW,CA94043 		N/A PC General & Unrestricted 500

INTERNATIONAL ELEPHANT FOUNDATION

PO BOX 366
AZLE,TX76098 		N/A PC General & Unrestricted 400

INTERNATIONAL KEYBOARD INSTITUTE AND FESTIVAL

229 WEST 97TH ST SUITE 1B
NEW YORK,NY10025 		N/A PC General & Unrestricted 1,000

INTERNATIONAL RESCUE COMMITTEE INC

PO BOX 6068
ALBERT LEA,MN56007 		N/A PC to support resettlement of Afghan refugees outside the US and to support general resettlement operations & communities within the US 5,000

IONA SENIOR SERVICES

4125 ALBEMARLE ST NW
WASHINGTON,DC20016 		N/A PC General & Unrestricted 1,500

JAPANESE GARDEN SOCIETY OF OREGON

611 SW KINGSTON AVE
PORTLAND,OR97205 		N/A PC General & Unrestricted 400

JEWISH FAMILY SERVICE

495 E 4500 S STE 100
SALT LAKE CTY,UT84107 		N/A PC General & Unrestricted 360

JEWISH VEG

9 HAWTHORNE RD
PITTSBURGH,PA15221 		N/A PC General & Unrestricted 300

JOHNS CREEK UNITED METHODIST CHURCH

11180 MEDLOCK BRIDGE RD
JOHNS CREEK,GA30097 		N/A PC General & Unrestricted 250

JOSE LIMON DANCE FOUNDATION

466 W 152ND ST 2ND FL
NEW YORK,NY10031 		N/A PC General & Unrestricted 360

JOYCE THEATER FOUNDATION INC

175 8TH AVE
NEW YORK,NY10011 		N/A PC General & Unrestricted 300

KENYON COLLEGE

209 CHASE AVE
GAMBIER,OH43022 		N/A PC General & Unrestricted 500

KESHO

397 PIEDMONT RD
COLUMBUS,OH43214 		N/A PC Happiness Wambura's Lohada Schools Program 1,600

KESHO

397 PIEDMONT RD
COLUMBUS,OH43214 		N/A PC Happiness Wambura's Lohada Schools Program Scholarship fund 400

KIDS MEALS INC

330 GARDEN OAKS BLVD
HOUSTON,TX77018 		N/A PC General & Unrestricted 400

KOGOOD SCHOOL OF BUSINESS ADMINISTRATION

4400 MASSACHUSETTS AVE NW
WASHINGTON,DC20016 		N/A PC The Stanley I Posner Prize Fund 1,000

KQED INC

2601 MARIPOSA ST
SAN FRANCISCO,CA94110 		N/A PC General & Unrestricted 400

LIFE AFTER HATE INC

13400 BISHOPS LN STE 120
BROOKFIELD,WI53005 		N/A PC General & Unrestricted 400

LIFELINE ANIMAL PROJECT INC

3180 PRESIDENTIAL AVE
ATLANTA,GA30340 		N/A PC General & Unrestricted 400

LIFEMOVES

2550 GREAT AMERICA WAY STE 201
SANTA CLARA,CA95054 		N/A PC General & Unrestricted 400

LISTEN FIRST PROJECT

515 S MAGNUM NO 5164
DURHAM,NC27701 		N/A PC In Support of your "Meeting of America" Initiative 400

LOVE TO LANGA

PO BOX 104
GLADWYNE,PA19035 		N/A PC General & Unrestricted 360

LUBUTO LIBRARY PROJECT INC

5614 CONNECTICUT AVE NW STE 368
WASHINGTON,DC20015 		N/A PC General & Unrestricted 1,000

LUCILE PACKARD FOUNDATION FOR CHILDRENS HEALTH

400 HAMILTON AVE SUITE 340
PALO ALTO,CA94301 		N/A PC General & Unrestricted 400

LUMIND IDSC FOUNDATION

20 BURLINGTON MALL RD STE 200
BURLINGTON,MA01803 		N/A PC General & Unrestricted 400

MAGENTA THEATER

6400 NE HWY 99 STE G 160
VANCOUVER,WA98665 		N/A PC General & Unrestricted 400

MAIN STREET CONNECT INC

6200 POINDEXTER LN
ROCKVILLE,MD20852 		N/A PC General & Unrestricted 2,000

MANNA INC

6856 EASTERN AVE NW STE 100
WASHINGTON,DC20012 		N/A PC General & Unrestricted 1,500

MARTHAS TABLE

2114 14TH ST NW
WASHINGTON,DC20009 		N/A PC General & Unrestricted 1,000

MAZON INC A JEWISH RESPONSE TO HUNGER

PO BOX 96119
WASHINGTON,DC20090 		N/A PC for general operating support and to support regional operations & communities within the US 2,500

MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT

PO BOX 5030
HAGERSTOWN,MD21741 		N/A PC General & Unrestricted 5,000

MESOTHELIOMA APPLIED RESEARCH FOUNDATION INC

1717 K ST NW STE 900
WASHINGTON,DC20006 		N/A PC General & Unrestricted 400

MIRROR STAGE

5129 2ND AVE NW
SEATTLE,WA98107 		N/A PC General & Unrestricted 7,000

MONTEREY BAY AQUARIUM FOUNDATION

886 CANNERY ROW
MONTEREY,CA93940 		N/A PC General & Unrestricted 400

MOVING TRADITIONS

8380 OLD YORK RD STE 4300
ELKINS PARK,PA19027 		N/A PC General & Unrestricted 1,000

MY NEW RED SHOES

330 TWIN DOLPHIN DR STE 135
REDWOOD CITY,CA94065 		N/A PC General & Unrestricted 400

MYAKKA ELEPHANT RANCH INC

23760 COUNTY RD 675
MYAKKA CITY,FL34251 		N/A PC General & Unrestricted 500

MYOTONIC DYSTROPHY FOUNDATION

663 13TH ST SUITE 100
OAKLAND,CA94612 		N/A PC General & Unrestricted 400

N STREET VILLAGE INC

1333 N ST NW
WASHINGTON,DC20005 		N/A PC General & Unrestricted 400

NATIONAL ARBOR DAY FOUNDATION

211 N 12TH ST STE 501
LINCOLN,NE68508 		N/A PC General & Unrestricted 400

NATIONAL NETWORK OF ABORTION FUNDS

9450 SW GEMINI DR PMB 16009
BEAVERTON,OR97008 		N/A PC General & Unrestricted 400

NATURE CONSERVANCY

4245 N FAIRFAX DRIVE STE 100
ARLINGTON,VA22203 		N/A PC Programs to involve post-secondary school students in conservation-related internships and career development 1,000

NEW ISRAEL FUND

6 EAST 39TH ST SUITE 301
NEW YORK,NY10016 		N/A PC for general operating support and for programs in the shared cities 5,000

NEW YORK RESTORATION PROJECT

254 W 31ST ST 14TH FL
NEW YORK,NY10001 		N/A PC General & Unrestricted 1,000

NEW YORK THEOLOGICAL SEMINARY

475 RIVERSIDE DR STE 500
NEW YORK,NY10115 		N/A PC general operating support for NYTS and for the Masters in Professional Studies program and related activities at Sing Sing 4,000

NORTHEASTERN UNIVERSITY SCHOOL OF LAW

400 HUNTINGTON AVE
BOSTON,MA02115 		N/A PC Givelber/Subrin Fund & CISP Fund- 30th Reunion fund 5,000

NORTHERN BEDFORD SCHOOL FOUNDATION INC

152 NBC DR
LOYSBURG,PA16659 		N/A PC Robert P. Smith Scholarship Fund 1,000

NURU INTERNATIONAL

5405 ALTON PKWY STE A-474
IRVINE,CA92604 		N/A PC General & Unrestricted 400

OLD LINE MUSEUM

PO BOX 35
DELTA,PA17314 		N/A PC General & Unrestricted 400

OPAL HOUSE

C/O T MARSHALL 16602 CONNELLY RD
SNOHOMISH,WA98296 		N/A PC General & Unrestricted 400

P E F ISRAEL ENDOWMENT FUNDS INC

630 THIRD AVE 15TH FLOOR
NEW YORK,NY10017 		N/A PC General Operating Support for the Hadassah Academic College, in Jerusalem, Israel 3,000

PARTNERSHIP FOR SHELTER ANIMALS NYC FUND

186 RIVERSIDE DR 11C
NEW YORK,NY10024 		N/A PC General & Unrestricted 360

PENINSULA HUMANE SOCIETY & SPCA

1450 ROLLINS RD
BURLINGAME,CA94010 		N/A PC General & Unrestricted 400

PENINSULA OPEN SPACE TRUST

222 HIGH ST
PALO ALTO,CA94301 		N/A PC General & Unrestricted 400

PENNSYLVANIA STATE UNIVERSITY

2583 GATEWAY DR BRISTOL PL ONE
STATE COLLEGE,PA16801 		N/A GOV The Colored Conventions Project 1,500

PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS INC

501 FRONT ST
NORFOLK,VA23510 		N/A PC General & Unrestricted 400

PETS IN NEED

871 5TH AVE
REDWOOD CITY,CA94063 		N/A PC General & Unrestricted 20

PHILANTHROPY NEW YORK - NEW YORK REGIONAL ASSOCIAT

320 EAST 43RD ST
NEW YORK,NY10017 		N/A PC General & Unrestricted 1,000

PHILLIPS BROOK HOUSE ASSOCIATION INCORPORATED

ONE HARVARD YARD
CAMBRIDGE,MA02138 		N/A PC General & Unrestricted 200

PLANNED PARENTHOOD ASSOCIATION OF METROPOLITAN WAS

1225 4TH ST NE
WASHINGTON,DC20002 		N/A PC General & Unrestricted 400

PLANNED PARENTHOOD MAR MONTE INC

1691 THE ALAMEDA
SAN JOSE,CA95126 		N/A PC General & Unrestricted 400

PLUMMER YOUTH PROMISE INC

37 WINTER ISLAND RD
SALEM,MA01970 		N/A PC General & Unrestricted 500

PRISON BOOK PROGRAM

1306 HANCOCK ST SUITE 100
QUINCY,MA02169 		N/A PC General & Unrestricted 400

PRISON POLICY INITIATIVE INC

69 GARFIELD AVE FL 1
EASTHAMPTON,MA01027 		N/A PC General & Unrestricted 400

PROJECT ORBIS INTERNATIONAL INC

52 VANDERBILT AVE 8TH FL
NEW YORK,NY10017 		N/A PC General & Unrestricted 400

PUPSTARZ RESCUE INC

11 1/2 W 26TH ST - 2ND FLOOR
NEW YORK,NY10010 		N/A PC General & Unrestricted 300

R & M ROCKIN RESCUES INC

PO BOX 408
BELLEVILLE,NJ07109 		N/A PC General & Unrestricted 400

RADIO BILINGUE INC

5005 E BELMONT AVE
FRESNO,CA93727 		N/A PC General & Unrestricted 2,000

RECONSTRUCTIONIST RABBINICAL COLLEGE

1299 CHURCH RD
WYNCOTE,PA19095 		N/A PC General & Unrestricted 900

REDWOOD CITY LIBRARY FOUNDATION

1044 MIDDLEFIELD RD
REDWOOD CITY,CA94063 		N/A PC General & Unrestricted 400

REDWOOD CITY POLICE ACTIVITIES LEAGUE INC

3399 BAY RD
REDWOOD CITY,CA94063 		N/A PC General & Unrestricted 400

REMERGE INC

PO BOX 54717
ATLANTA,GA30308 		N/A PC Giving Grace program 400

RESOURCE AREA FOR TEACHING

1355 RIDDER PARK DR
SAN JOSE,CA95131 		N/A PC General & Unrestricted 1,500

RESPONSIBLE SOURCING NETWORK

3953 44TH AVE S
MINNEAPOLIS,MN55406 		N/A PC General & Unrestricted 400

RETHINK THE CONVERSATION LTD

45 W 54TH ST 3C
NEW YORK,NY10019 		N/A PC General & Unrestricted 360

RIVERSIDE PARK CONSERVANCY INC

475 RIVERSIDE DR STE 455
NEW YORK,NY10115 		N/A PC General & Unrestricted 500

RUBIN MUSEUM OF ART

150 WEST 17TH ST
NEW YORK,NY10011 		N/A PC General & Unrestricted 300

RURAL DEVELOPEMENT INSTITUTE

1424 4TH AVE STE 430
SEATTLE,WA98101 		N/A PC Toward enhancing economic and social impact for women in agriculture through cultural, legal and social changes, e.g. land tenure and property rights, and doing business as Landesa 1,000

SAFESPACE CENTER INC

1155 SAXON WAY
MENLO PARK,CA94025 		N/A PC General & Unrestricted 400

SAMARITANS PURSE

PO BOX 3000
BOONE,NC28607 		N/A PC General & Unrestricted 400

SAN DIEGO COUNTY PROSPERITY FOUNDATION

PO BOX 720332
SAN DIEGO,CA92172 		N/A SO I Ukraine Freedom Project 400

SAN FRANCISCO AIDS FOUNDATION

1035 MARKET ST SUITE 400
SAN FRANCISCO,CA94103 		N/A PC General & Unrestricted 400

SAVE THE BAY

300 FRANK H OGAWA PLAZA STE 280
OAKLAND,CA94612 		N/A PC General & Unrestricted 400

SECOND CHANCE RESCUE INC

PO BOX 570701
WHITESTONE,NY11357 		N/A PC General & Unrestricted 300

SECOND HARVEST OF SILICON VALLEY

4001 N 1ST ST
SAN JOSE,CA95134 		N/A PC General & Unrestricted 2,500

SEED SAVERS EXCHANGE INC

3094 N WINN RD
DECORAH,IA52101 		N/A PC General & Unrestricted 400

SHAKESPEARE THEATRE

516 8TH ST SE
WASHINGTON,DC20003 		N/A PC General & Unrestricted 1,800

SIDWELL FRIENDS SCHOOL

3825 WISCONSIN AVE NW
WASHINGTON,DC20016 		N/A PC General & Unrestricted 1,000

SIDWELL FRIENDS SCHOOL

3825 WISCONSIN AVE NW
WASHINGTON,DC20016 		N/A PC Supervia Endowed Chair Fund 5,000

SOCIAL & ECONOMIC ACTION FOR LEBANON INC

525 PARK AVE STE 5N
NEW YORK,NY10065 		N/A PC General & Unrestricted 400

SOCIETY FOR THE ADVANCEMENT OF JUDAISM

15 W 86TH ST
NEW YORK,NY10024 		N/A PC General & Unrestricted 500

SOME INC

71 O ST NW
WASHINGTON,DC20001 		N/A PC General & Unrestricted 1,000

SOUTHERN POVERTY LAW CENTER INC

400 WASHINGTON AVE
MONTGOMERY,AL36104 		N/A PC General & Unrestricted 1,000

ST BALDRICKS FOUNDATION INC

1333 S MAYFLOWER AVE STE 400
MONROVIA,CA91016 		N/A PC General & Unrestricted 400

ST MARKS CHURCH IN THE BOWERY

131 E 10TH ST
NEW YORK,NY10003 		N/A PC Collaboration between St. Mark's & The Redemption Center for re-entry services for formerly incarcerated individuals 400

STORAHTELLING LAB SHUL INC

131 VARICK ST STE 921
NEW YORK,NY10013 		N/A PC General & Unrestricted 1,000

STREET GRACE INC

607 PEACHTREE STREET NE
ATLANTA,GA30308 		N/A PC General & Unrestricted 400

SUNFLOWER BAKERY INC

5951 HALPINE RD
ROCKVILLE,MD20851 		N/A PC General & Unrestricted 2,000

SUTTER BAY MEDICAL FOUNDATION

795 EL CAMINO REAL
PALO ALTO,CA94301 		N/A PC General & Unrestricted 400

TECH IMPACT

100 N 18TH ST STE 410
PHILADELPHIA,PA19103 		N/A PC to support training and professional development related to technology 300

TECHNOLOGY ASSOCIATION OF GRANTMAKERS INC

200 W MADISON ST 3RD FL
CHICAGO,IL60606 		N/A PC General & Unrestricted 275

THE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND

PO BOX 61075
NEW ORLEANS,LA70161 		N/A PC School of Public Health Scholarship Fund 500

THE DAVID SHELDRICK WILDLIFE TRUST USA

25283 CABOT RD STE 101
LAGUNA HILLS,CA92653 		N/A PC General & Unrestricted 400

THE JEWISH COMMUNITY CENTER IN MANHATTAN INC

344 AMSTERDAM AVE
NEW YORK,NY10024 		N/A PC for general operating support and to support the ReelAbilities film festival 1,000

THE PETEY GREENE PROGRAM INC

22 STOCKTON ST
PRINCETON,NJ08540 		N/A PC General & Unrestricted 400

THE ROBERT GIARD FOUNDATION

OLD CHELSEA STA PO BOX 25
NEW YORK,NY10113 		N/A PC General operations and intended recurring support 2,000

THE SCHECHTER INSTITUTES INC

BOX 3566 PO BOX 8500
PHILADELPHIA,PA19178 		N/A PC to support general operations and the Responsa opinions of Rabbi Golinken 1,000

THE SHEPHERDS TABLE INC

8106 GEORGIA AVE
SILVER SPRING,MD20910 		N/A PC General & Unrestricted 500

THE TOMORROW FUND

593 EDDY ST
PROVIDENCE,RI02903 		N/A PC General & Unrestricted 400

THE WRITING REVOLUTION INC

90 BROAD ST FL 3
NEW YORK,NY10004 		N/A PC Unrestricted operating support 1,000

TIERRA DEL SOL FOUNDATION

9919 SUNLAND BLVD
SUNLAND,CA91040 		N/A PC General & Unrestricted 300

TRANSGENDER LAW CENTER

PO BOX 741803
LOS ANGELES,CA90074 		N/A PC General & Unrestricted 400

TREEPEOPLE INC

12601 MULHOLLAND DR
BEVERLY HILLS,CA90210 		N/A PC General & Unrestricted 400

TRUSTEES OF AMHERST COLLEGE

220 S PLEASANT ST
AMHERST,MA01002 		N/A PC General & Unrestricted 800

TRUSTEES OF PRINCETON UNIVERSITY

100 OVERLOOK CENTER STE 300
PRINCETON,NJ08540 		N/A PC To support graduate alumni annual fund 800

TRUSTEES OF THE SMITH COLLEGE

33 ELM ST
NORTHAMPTON,MA01063 		N/A PC General & Unrestricted 500

U S COMMITTEE FOR REFUGEES AND IMMIGRANTS INC

2231 CRYSTAL DR STE 350
ARLINGTON,VA22202 		N/A PC General & Unrestricted 500

UNITED CAJUN NAVY

2053 W MAGNA CARTA PL
BATON ROUGE,LA70815 		N/A PC General & Unrestricted 400

UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTH

PO BOX 4227
NEW YORK,NY10261 		N/A PC General & Unrestricted 1,000

UNITED METHODIST CHURCH & ITS AFFILIATED ORGANIZAT

PO BOX 9068
NEW YORK,NY10087 		N/A PC General & Unrestricted 400

UNITED POULTRY CONCERNS INC

PO BOX
MACHIPONGO,VA23405 		N/A PC General & Unrestricted 400

UNIVERSITY OF COLORADO FOUNDATION

PO BOX 17126
DENVER,CO80217 		N/A PC Honors Program Scholarship Fund 500

UNIVERSITY OF MISSISSIPPI FOUNDATION

406 UNIVERSITY AVE
OXFORD,MS38655 		N/A PC General & Unrestricted 1,000

URBAN INSTITUTE

500 LENFANT PLZ SW
WASHINGTON,DC20024 		N/A PC to support the fund in memory of William Gorham, and for emerging researchers 3,000

VANCOUVER FARMERS MARKET FOUNDATION

PO BOX 61638
VANCOUVER,WA98666 		N/A PC General & Unrestricted 400

VANCOUVER HUMANE SOCIETY & SOCIETY FOR THE PREVENT

1100 NE 192ND AVE
VANCOUVER,WA98684 		N/A PC General & Unrestricted 400

VILLAGE HARVEST CORPORATION

PO BOX 9231
SAN JOSE,CA95157 		N/A PC General & Unrestricted 400

VOLUNTEERS IN MEDICINE CLINIC

15 NORTHRIDGE DR
HILTON HEAD,SC29926 		N/A PC General & Unrestricted 400

WASHINGTON JESUIT ACADEMY

900 VARNUM ST NE
WASHINGTON,DC20017 		N/A PC Support for continuing education and professional development efforts toward retention of exceptional teachers 2,500

WEST SIDE CENTER FOR COMMUNITY LIFE INC

263 W 86TH ST
NEW YORK,NY10024 		N/A PC general operations for West Side Campaign Against Hunger (WSCAH) 1,500

WEST SIDE HATZOLOH

C/O THE JEWISH CENTER131 W 86TH ST
NEW YORK,NY10024 		N/A PC General & Unrestricted 1,000

WHIS-PURR RESCUE

346 EL CAMINO REAL
REDWOOD CITY,CA94062 		N/A PC General & Unrestricted 400

WHITMAN-WALKER CLINIC INC

1377 R ST NW STE 200
WASHINGTON,DC20009 		N/A PC General & Unrestricted 400

WIKIMEDIA FOUNDATION INC

PO BOX 98204
WASHINGTON,DC20090 		N/A PC General & Unrestricted 400

WILD BIRD FUND INC

565 COLUMBUS AVE
NEW YORK,NY10024 		N/A PC General & Unrestricted 360

WILDCAT SERVICE CORP

633 THIRD AVE 6TH FL
NEW YORK,NY10017 		N/A PC support programs relating to the re-entry of previously incarcerated individuals 400

WOODLANDS METHODIST CHURCH

2200 LAKE WOODLANDS DR
THE WOODLANDS,TX77380 		N/A PC General & Unrestricted 400

WORLD CENTRAL KITCHEN INCORPORATED

200 MASSACHUSETTS AVE NW 7TH FL
WASHINGTON,DC20001 		N/A PC General & Unrestricted 1,000

WORLD WILDLIFE FUND INC

1250 24TH ST NW
WASHINGTON,DC20037 		N/A PC General & Unrestricted 400

YOSEMITE FOUNDATION

101 MONTGOMERY ST STE 2450
SAN FRANCISCO,CA94104 		N/A PC General & Unrestricted 400

YOUNG ADULT INSTITUTE INC

220 EAST 42ND ST 8TH FLOOR
NEW YORK,NY10017 		N/A PC General & Unrestricted 500

YOUTH OPPORTUNITIES UNLIMITED INC

224 BROCK AVE
NEW BEDFORD,MA02744 		N/A PC General & Unrestricted 400
Total .................................right arrow 3a 439,044
bApproved for future payment
Total ................................. right arrow 3b  
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 ........... 		    14 703  
4 Dividends and interest from securities ....     14 109,542  
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 ............ 		525990 -2 18 130,442  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aK-1 Inc/Loss 		525990 -1,952 14 4,176  
bFederal Tax Refund     01 114  
cSec 751 Gain on Sale of Ptshp 525990 512      
dINTEREST INCOME FROM NOTES     14 12,045  
e
12 Subtotal. Add columns (b), (d), and (e) .. -1,442 257,022  
13Total. Add line 12, columns (b), (d), and (e)..................
13
255,580
(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

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

TY 2022 DepreciationSchedule
Name:
Posner-Wallace Foundation
EIN:
52-6037555
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

TY 2022 GeneralExplanationAttachment
Name:
Posner-Wallace Foundation
EIN:
52-6037555
Identifier Return Reference Explanation
PART I LINE 6A (990-PF) - RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF PART I LINE 6A (990-PF) - RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $130,442 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $(2) TOTAL PART I, LINE 6A: $130,440 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $599,224 BOOK BASIS: $468,505 NET GAIN/(LOSS): $130,719 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $235 SECTION 751 GAIN ON SALE OF PTSHP RECLASS NET GAIN/(LOSS): $(512)
FORM 990-PF FORM 990-PF One or more partnerships in which the foundation was invested in 2022 have provided a Schedule K-1 indicating that a Schedule K-3 would be provided, but it was not provided. As a result, there is insufficient information to allow Foundation Source, as tax preparer, to ascertain whether there is missing information about direct or indirect foreign investments that might have affected any item on this return or required additional forms to be filed. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information.
Form 926 Form 926 The Foundation has prepared this form to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information.

TY 2022 InvestmentsCorpStockSchedule
Name:
Posner-Wallace Foundation
EIN:
52-6037555
Name of Stock End of Year Book Value End of Year Fair Market Value
AB INTL STRATEGIC EQUITIES POR 182,907 195,238
AB SELECT US EQUITY PORTFOLIO 137,151 137,675
ABBOTT LABS 14,935 65,874
ACCO BRANDS CORPORATION 12,355 8,385
ALLIANCE BERNSTEIN VALUE FUND 95,648 106,797
ALLIANCEBERN DISCOVERY GROWTH 51,186 44,516
ALLIANCEBERN DISCOVERY VALUE F 56,552 57,788
ALLIANCEBERN GLOBAL BOND ADV 148,725 120,776
ALLIANCEBERN HIGH INCOME ADVIS 154,352 117,928
ALLIANCEBERNSTEIN CONCENTRATED 67,096 94,488
ALLIANCEBERNSTEIN REAL RETURN 89,781 73,745
ALLY FINANCIAL INC 21,135 15,893
ALPHABET INC CL C 2,327 2,218
AMAZON COM 16,315 8,820
AMERICAN INVESTMENT CO OF AMER 83,172 180,480
AMGEN INC 12,550 14,445
APPLE INC 13,805 13,643
AT&T, INC 10,257 9,205
BANK OF NOVA SCOTIA 26,627 24,490
BERNSTEIN EMERGING MARKETS 48,259 41,625
BERNSTEIN INTERMEDIATE DURATIO 271,105 227,185
CHEVRON CORP 8,024 13,462
COMCAST CORP 23,225 19,234
CONSTELLATION BRANDS INC 14,532 15,064
CROWN CASTLE INTL 7,040 7,460
CVS CAREMARK CORP 18,820 27,957
DOMINION ENERGY INC 48,896 42,924
DOUBLELINE YIELD OPPORTUNITIES 20,106 15,744
DOW INC 19,679 25,195
ECOFIN SUSTAINABLE AND SOCIAL 14,750 12,850
ELI LILLY & CO 7,946 9,146
EQUITABLE HOLDINGS INC 8,575 7,175
EXXON MOBIL CORP 653 55,150
GABELLI DIVIDEND & INCOME TRUS 26,369 28,854
GAMING AND LEISURE PROPERTIES, 13,197 15,627
GOLDMAN SACHS BDC INC 19,435 13,720
INTEL CORP 15,050 21,144
INTERNATIONAL BUSINESS MACHINE 7,269 70,445
ISHARES IBOXX $ INVESTMENT GRA 9,273 8,013
ISHARES JP MORGAN USD EM MKTS 12,428 9,559
IVY SCIENCE AND TECHNOLOGY 54,503 72,849
JOHNSON & JOHNSON 14,900 141,320
KIMBERLY CLARK CORP 75,543 88,238
MICROSOFT CORP 5,689 5,996
NATIONAL RETAIL PROPERTIES INC 34,159 45,760
NOVARTIS AG ADR 29,325 54,432
PEPSICO INC 43,490 73,169
PROCTER GAMBLE CO 8,211 15,156
RAYTHEON TECHNOLOGIES CORP 14,218 23,212
SALESFORCE.COM 22,798 13,922
SANFORD C BERNSTEIN FD, INC OV 268,078 233,384
SANFORD C. BERNSTEIN FD, INC. 69,110 56,308
SCHNEIDER NATIONAL INC 26,225 25,740
SHELL ADR EACH REPRESENTING 2 26,660 28,475
STARWOOD PROPERTY TRUST INC 14,362 10,998
THE BLACKSTONE GROUP INC CL A 12,586 9,645
UNILEVER PLC AMER 68,871 81,543
UNION PACIFIC 1,086 62,121
VANGUARD DIVIDEND APPRECIATION 12,218 20,044
VANGUARD FTSE DEVELOPED MARKET 26,563 26,735
VANGUARD FTSE EMERGING MARKETS 24,169 22,803
VANGUARD INTERMEDIATE-TERM COR 8,300 7,226
VANGUARD SF REIT ETF 20,159 19,878
VANGUARD TOTAL STOCK MARKET ET 19,783 29,252
VERIZON COMMUNICATIONS 25,654 26,595
VISA INC 3,063 3,116
WILLIAMS COS 7,625 9,870

TY 2022 InvestmentsOtherSchedule2
Name:
Posner-Wallace Foundation
EIN:
52-6037555
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BROWN ADV INV 2020 - SLP VI (T   36,435 38,476
BROWN ADV PRIVATE EQ PTNS VII   37,615 61,998
BROWN ADV PRIVATE INC PTNS I T   41,274 38,140
BROWN ADV PRVT EQ PTNS VIII QP   61,393 85,056
BROWN ADVISORY INVESTORS 2020-   17,602 18,638
BROWN ADVISORY PRIVATE EQUITY   6,685 7,171
ENTERPRISE PRODUCTS PARTNERS L   15,228 25,326

TY 2022 OtherAssetsSchedule
Name:
Posner-Wallace Foundation
EIN:
52-6037555
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PRI - CAPITAL SISTERS INTL   5,000 5,000
PRI - CHILDRENS THEATRE LOAN   38,000 38,000


TY 2022 OtherExpensesSchedule
Name:
Posner-Wallace Foundation
EIN:
52-6037555
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 17,396     17,396
Bank Charges 869 869    
K-1 Exp BROWN ADV INV 2020 - S 1,144 1,144    
K-1 Exp BROWN ADV PRIVATE EQ P 1,250 3    
K-1 Exp BROWN ADV PRIVATE INC 659      
K-1 Exp BROWN ADV PRVT EQ PTNS 2,779 2,473    
K-1 Exp BROWN ADVISORY INVESTO 1,155      
K-1 Exp BROWN ADVISORY PRIVATE 816      
K-1 Exp ENTERPRISE PRODUCTS PA 2      
Office Supplies 34     34
Postage/Delivery Service 398     398
INDEMNIFICATION INSURANCE 570     570
Website Hosting/Support 190     190


TY 2022 OtherIncomeSchedule2
Name:
Posner-Wallace Foundation
EIN:
52-6037555
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 Inc/Loss BROWN ADV INV 2020 - SLP VI (TE) LLL 45 45  
K-1 Inc/Loss BROWN ADV PRIVATE EQ PTNS VII QP LLL 8 105  
K-1 Inc/Loss BROWN ADV PRIVATE INC PTNS I TE LLLP 3,755 3,612  
K-1 Inc/Loss BROWN ADV PRVT EQ PTNS VIII QP LLLP -94 -17  
K-1 Inc/Loss BROWN ADVISORY INVESTORS 2020- SL AL 207 450  
K-1 Inc/Loss BROWN ADVISORY PRIVATE EQUITY PTNS 1 1 1  
K-1 Inc/Loss ENTERPRISE PRODUCTS PARTNERS LP -1,698 -21  
Federal Tax Refund 114    
Interest Income from Notes 12,045 12,045  
Sec 751 Gain on Sale ENTERPRISE PRODUCTS PARTNERS 512    


TY 2022 OtherIncreasesSchedule
Name:
Posner-Wallace Foundation
EIN:
52-6037555
Description Amount
RETURNED GRANT 100


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

TY 2022 OtherNotesLoansRcvblLongSch
Name:
Posner-Wallace Foundation
EIN:
52-6037555

Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
ROOT CAPITAL INC     125,000 2013-12 2023-12 INTEREST SEMI-ANNUALLY,PRINCIPAL UPON MATURITY 275 % NONE INVESTMENT CASH 0 CASH 0 CASH 0 CASH 0  
THE CONTACT FUND LLC     125,000 2018-10 2023-09 INTEREST ANNUALLY; PRINCIPAL UPON MATURITY 250 % NONE INVESTMENT CASH 0 CASH 0 CASH 0 CASH 0  
GLOBAL SUN PARTNERS   100,000 100,000 2010-11 2018-12 INTEREST QUARTERLY;PRINCIPAL UPON MATURITY 8 % NONE SOLAR ENERGY PROJECT CASH 0 CASH 0 CASH 0 CASH 0  

TY 2022 OtherProfessionalFeesSchedule
Name:
Posner-Wallace Foundation
EIN:
52-6037555
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 16,342 16,342    


TY 2022 TaxesSchedule
Name:
Posner-Wallace Foundation
EIN:
52-6037555
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2022 7,300      
990-PF Extension for 2021 4,300      
Foreign Tax Paid 559 559    
STATE INCOME TAX 2021 250