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 ACHELIS & BODMAN FOUNDATION
CO MANICE & BUDD LLP
Number and street (or P.O. box number if mail is not delivered to street address)420 LEXINGTON AVENUE 2803
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10170
A Employer identification number

13-6022018
B Telephone number (see instructions)

(212) 644-0322
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$128,869,206
J Accounting method:
MODIFIED CASH
(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      
4 Dividends and interest from securities... 668,415 1,597,347  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,009,845
b Gross sales price for all assets on line 6a 22,238,429
7 Capital gain net income (from Part IV, line 2)... 3,004,644
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)....... 1,989,066 456,942 0
12 Total. Add lines 1 through 11........ 3,667,326 5,058,933 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 340,096 17,005 0 323,091
14 Other employee salaries and wages...... 94,662 9,466 0 85,196
15 Pension plans, employee benefits....... 66,300 6,630 0 59,670
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 82,290 41,145 0 41,145
c Other professional fees (attach schedule).... 367,992 330,492 0 37,500
17 Interest...............   44,701    
18 Taxes (attach schedule) (see instructions)... 46,811 324,689 0 41,971
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 121,844 12,184 0 109,660
21 Travel, conferences, and meetings....... 11,608 580 0 11,028
22 Printing and publications.......... 3,854 193 0 3,661
23 Other expenses (attach schedule)....... 29,123 793,120 0 27,666
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,164,580 1,580,205 0 740,588
25 Contributions, gifts, grants paid....... 6,669,500 6,669,500
26 Total expenses and disbursements. Add lines 24 and 25 7,834,080 1,580,205 0 7,410,088
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -4,166,754
b Net investment income (if negative, enter -0-) 3,478,728
c Adjusted net income (if negative, enter -0-)... 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............. 457,384 456,367 456,367
2 Savings and temporary cash investments......... 3,210,764 2,206,212 2,206,212
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)....... 11,355,406 Click to see attachment
List of Attached Documents:
// Content
7,934,416
7,934,416
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).......... 141,923,323 Click to see attachment
List of Attached Documents:
// Content
118,218,211
118,218,211
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
54,000
Click to see attachment
List of Attached Documents:
// Content
54,000
Click to see attachment
List of Attached Documents:
// Content
54,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 157,000,877 128,869,206 128,869,206
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........... 157,000,877 128,869,206
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    
29 Total net assets or fund balances (see instructions)..... 157,000,877 128,869,206
30 Total liabilities and net assets/fund balances (see instructions). 157,000,877 128,869,206
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
157,000,877
2
Enter amount from Part I, line 27a .....................
2
-4,166,754
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
152,834,123
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
23,964,917
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
128,869,206
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 P    
b BRIGHTWOOD CAPITAL SBIC II LP P    
c NEW CANAAN FUNDING MEZZANINE VI SBIC LP P    
d TIFF PARTNERS III LLC P    
e VERDAD JAPAN FUND LP P    
PRIVATE ADVISORS REAL ASSETS FUND III P    
TIFF PRIVATE EQUITY PARTNERS 2009 P    
TIFF PRIVATE EQUITY PARTNERS 2006 P    
NEW CANAAN FUNDING MEZZANINE V SBIC LP P    
TIFF PRIVATE EQUITY PARTNERS 2005 P    
SEACOAST CAPITAL PARTNERS III P    
MCR HOSPITALITY FUND LP P    
SEACOAST CAPITAL PARTNERS IV LP P    
PRIVATE ADVISORS SECONDARY FUND V LP P    
TIFF PRIVATE EQUITY PARTNERS 2012 P    
TIFF PRIVATE EQUITY PARTNERS 2013 P    
MCR DULLES PARTNERS P    
PATHSTONE PMA INC P    
CYPRIUM INVESTORS IV AIV I LP P    
TIFF PRIVATE EQUITY PARTNERS 2007 P    
RCP SECONDARY OPPORTUNITY FUND II, LP P    
TIFF PRIVATE EQUITY PARTNERS 2014 P    
TIFF SPECIAL OPPORTUNITIES FUND P    
HIGHCLERE INTERNATIONAL P    
TIFF PRIVATE EQUITY PARTNERS 2008 P    
PRIVATE ADVISORS SECONDARY FUND VI LP P    
TIFF PRIVATE EQUITY PARTNERS 2015 P    
LESS: AMOUNT ATTRIBUTABEL TO UBI 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 22,238,429   21,228,584 1,009,845
b       1,122
c       417
d       392
e       -146,705
      -66
      -1,922
      -2,708
      -9,834
      -66,063
      1,794
      18,947
      441,139
      395,012
      313,715
      157,105
      147,445
      2,525
      100,194
      52,255
      48,054
      42,090
      39,266
      -35,651
      23,023
      77,682
      464,135
      -68,564
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       1,009,845
b       1,122
c       417
d       392
e       -146,705
      -66
      -1,922
      -2,708
      -9,834
      -66,063
      1,794
      18,947
      441,139
      395,012
      313,715
      157,105
      147,445
      2,525
      100,194
      52,255
      48,054
      42,090
      39,266
      -35,651
      23,023
      77,682
      464,135
      -68,564
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 3,004,644
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 3,004,644
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 48,354
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 48,354
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 48,354
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 176,672
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 18,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 194,672
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 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 10 146,318
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow50,000 Refundedright arrow 11 96,318
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 arrowWWW.ACHELISBODMAN.ORG
14
The books are in care ofright arrowTHE FOUNDATION Telephone no.right arrow (212) 644-0322

Located atright arrow420 LEXINGTON AVENUENEW YORKNY ZIP+4right arrow10017
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
RUSSELL P PENNOYER PRESIDENT/TRUSTEE
3.00
0 0 0
420 LEXINGTON AVENUE
NEW YORK,NY10170
TATIANA POUSCHINE VICE PRESIDENT/TRUSTEE
3.00
0 0 0
420 LEXINGTON AVENUE
NEW YORK,NY10170
JOHN N IRWIN III CHAIRMAN/TRUSTEE
3.00
0 0 0
420 LEXINGTON AVENUE
NEW YORK,NY10170
HORACE I CRARY JR TREASURER/TRUSTEE
3.00
0 0 0
420 LEXINGTON AVENUE
NEW YORK,NY10170
GEORGE MCCABE TRUSTEE
3.00
0 0 0
420 LEXINGTON AVENUE
NEW YORK,NY10170
LESLIE LENKOWSKY TRUSTEE
3.00
0 0 0
420 LEXINGTON AVENUE
NEW YORK,NY10170
MAGDALENA ZAVALIA DE MIGUENS TRUSTEE
3.00
0 0 0
420 LEXINGTON AVENUE
NEW YORK,NY10170
OLIVER GRACE TRUSTEE
3.00
0 0 0
420 LEXINGTON AVENUE
NEW YORK,NY10170
JOHN B KRIEGER EXECUTIVE DIRECTOR/SECRETARY
40.00
340,096 39,300 0
420 LEXINGTON AVENUE
NEW YORK,NY10170
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
VICKI PULUSO GRANTS MANAGER
40.00
53,015 0 0
420 LEXINGTON AVENUE
NEW YORK,NY10170
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
PATHSTONE INV. ADVISORY FEES 211,914
24 FEDERAL STREET 8TH FLOOR
BOSTON,MA02110
MANICE & BUDD RENT 115,522
420 LEXINGTON AVENUE
NEW YORK,NY10017
FIRST REPUBLIC INV. ADVISORY FEES 92,920
225 BROADWAY
NEW YORK,NY10007
CONDON O'MEARA MCGINTY & DONNELLY AUDIT/TAX SERVICES 57,290
1 BATTERY PARK PLAZA 7TH FLOOR
NEW YORK,NY10004
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
9,914,700
b
Average of monthly cash balances.......................
1b
2,976,334
c
Fair market value of all other assets (see instructions)................
1c
130,070,767
d
Total (add lines 1a, b, and c).........................
1d
142,961,801
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
142,961,801
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,144,427
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
140,817,374
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
7,040,869
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
7,040,869
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
48,354
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
48,354
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
6,992,515
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
6,992,515
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
6,992,515
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
7,410,088
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
7,410,088
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 6,992,515
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 381,998
b From 2018...... 489,557
c From 2019...... 596,926
d From 2020...... 558,556
e From 2021......  
f Total of lines 3a through e ........ 2,027,037
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 7,410,088
a Applied to 2021, but not more than line 2a 0
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..... 6,992,515
e Remaining amount distributed out of corpus 417,573
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 2,444,610
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 ..........
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) .......
0
8 Excess distributions carryover from 2017 not
applied on line 5 or line 7 (see instructions) ...
381,998
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ......
2,062,612
10 Analysis of line 9:
a Excess from 2018.... 489,557
b Excess from 2019.... 596,926
c Excess from 2020.... 558,556
d Excess from 2021....  
e Excess from 2022.... 417,573
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 e-mail address of the person to whom applications should be addressed:
JOHN B KRIEGER EXECUTIVE DIRECTOR
420 LEXINGTON AVE SUITE 2803
NEW YORK,NY10170
(212) 644-0322
bThe form in which applications should be submitted and information and materials they should include:
NONPROFIT ORGANIZATIONS BASED IN NEW YORK CITY AND NORTHERN NEW JERSEY THAT ARE TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND FALL WITHIN THE PROGRAM AREAS OF THE FOUNDATION ARE WELCOME TO SUBMIT AN INQUIRY OR PROPOSAL LETTER BY EMAIL TO APPLICATION@ACHELISBODMAN.ORG. (PLEASE DO NOT SEND FULL PROPOSALS UNLESS REQUESTED.) AN INITIAL INQUIRY TO THE ACHELIS AND BODMAN FOUNDATION SHOULD INCLUDE ONLY THE FOLLOWING ITEMS: 1. A PROPOSAL LETTER THAT BRIEFLY SUMMARIZES THE HISTORY OF THE PROJECT, NEED, OBJECTIVES, TIME PERIOD, KEY STAFF, PROJECT BUDGET, AND EVALUATION PLAN. 2. LATEST ANNUAL REPORT. 3. LATEST COMPLETE AUDITED FINANCIAL STATEMENTS. 4. IRS 501(C)(3) TAX-EXEMPTION LETTER.
cAny submission deadlines:
THERE ARE NO SUBMISSION DEADLINES.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE FOUNDATION GENERALLY DOES NOT MAKE GRANTS FOR THE FOLLOWING PURPOSES OR PROGRAM AREAS: -NONPROFIT ORGANIZATIONS OUTSIDE OF NEW YORK AND NEW JERSEY -ANNUAL APPEALS, DINNER FUNCTIONS, AND FUNDRAISING EVENTS -ENDOWMENTS AND CAPITAL CAMPAIGNS -LOANS AND DEFICIT FINANCING -DIRECT GRANTS TO INDIVIDUALS -INDIVIDUAL DAY-CARE AND AFTER-SCHOOL PROGRAMS -HOUSING -ORGANIZATIONS OR PROJECTS BASED OUTSIDE THE U.S. -SMALL ART, DANCE, MUSIC, AND THEATER GROUPS -INDIVIDUAL K-12 SCHOOLS (EXCEPT CHARTER SCHOOLS) -NATIONAL HEALTH AND MENTAL HEALTH ORGANIZATIONS -GOVERNMENT AGENCIES OR NONPROFIT ORGANIZATIONS SIGNIFICANTLY FUNDED OR REIMBURSED BY GOVERNMENT AGENCIES
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

ALEXANDER HAMILTON SOCIETY

1701 RHODE ISLAND AVENUE
WASHINGTON,DC20036
NONE PC NEW YORK CITY CHAPTER EVENTS 50,000

AMERICAN BALLET THEATRE

890 BROADWAY
NEW YORK,NY100031278
NONE PC GENERAL OPERATING SUPPORT 50,000

AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC

1789 MASSACHUSETTS AVENUE NW
WASHINGTON,DC20036
NONE PC GENERAL OPERATING SUPPORT 20,000

AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC

1789 MASSACHUSETTS AVENUE NW
WASHINGTON,DC20036
NONE PC GENERAL OPERATING SUPPORT 1,000

AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC

1789 MASSACHUSETTS AVENUE NW
WASHINGTON,DC20036
NONE PC POVERTY STUDIES PROGRAM 100,000

AMERICAN PURPOSE

PO BOX 70522
CHEVY CHASE,MD20815
NONE PC GENERAL OPERATING SUPPORT 50,000

AMERICAN SCHOOL OF CLASSICAL STUDIES AT

321 WALL STREET
PRINCETON,NJ08540
NONE PC LABORATORY OF ARCHAEOLOGICAL SCIENCE 100,000

ARS NOVA THEATER

511 WEST 54TH STREET
NEW YORK,NY10019
NONE PC GENERAL OPERATING SUPPORT 25,000

ASLAN YOUTH MINISTRIES

257 HARDING ROAD PO BOX 270
RED BANK,NJ077010270
NONE PC YOUTH PROGRAMS 40,000

ASSOCIATION OF GRADUATES OF THE UNITED

STATES MILITARY ACADEMY 698 MILLS
ROAD
WEST POINT,NY10996
NONE PC GENERAL OPERATING SUPPORT 5,000

ATLAS NETWORK

TWO LIBERTY CENTER 4075 WILSON
BOULEVARD SUITE 310
ARLINGTON,VA22203
NONE PC EASTERN EUROPE INITIATIVE 100,000

AVENUES FOR JUSTICE

MANHATTAN CRIMINAL COURT 100 CENTRE
STREET ROOM 1541
NEW YORK,NY10013
NONE PC GENERAL OPERATING SUPPORT 30,000

BEST BUDDIES NEW YORK

120 WEST 45TH STREET SUITE 3800
NEW YORK,NY10036
NONE PC SCHOOL FRIENDSHIP PROGRAM IN 35,000

BIPARTISAN POLICY CENTER

1225 EYE STREET NW SUITE 1000
WASHINGTON,DC20005
NONE PC CAMPUS FREE EXPRESSION PROJECT 25,000

BRICK PRESBYTERIAN CHURCH

62 EAST 92ND STREET
NEW YORK,NH10128
NONE PC GENERAL OPERATING SUPPORT 5,000

BRIDGES FROM SCHOOL TO WORK

10400 FERNWOOD ROAD
BETHESDA,MD20817
NONE PC NEW YORK CITY BRIDGES PROGRAM 50,000

BRONX CHILDREN'S MUSEUM

PO BOX 1381
BRONX,NY104519998
NONE PC NATURE OF THE BRONX 40,000

BRONX RIVER ALLIANCE

ONE BRONX RIVER PARKWAY
BRONX,NY10462
NONE PC EDUCATION PROGRAMS 30,000

BRONX SCHOOL FOR MUSIC

3348 PERRY AVENUE
BRONX,NY10467
NONE PC GENERAL OPERATING SUPPORT 40,000

BRONX SCHOOL FOR MUSIC

3348 PERRY AVENUE
BRONX,NY10467
NONE PC GENERAL OPERATING SUPPORT 5,000

BROOKLYN CHILDREN'S MUSEUM

145 BROOKLYN AVENUE
BROOKLYN,NY11213
NONE PC GENERAL OPERATING SUPPORT 40,000

BRUNSWICK SCHOOL

100 MAHER AVENUE
GREENWICH,CT06830
NONE PC TUDOR PLEDGE 10,000

CALVARY HOSPITAL

1740 EASTCHESTER ROAD
BRONX,NY10461
NONE PC CHILD AND ADOLESCENT BEREAVEMENT 50,000

CANCER RESEARCH INSTITUTE

29 BROADWAY 4TH FLOOR
NEW YORK,NY10006
NONE PC LLOYD J. OLD STAR PROGRAM 100,000

CANDID

32 OLD SLIP
NEW YORK,NY10005
NONE PC GENERAL OPERATING SUPPORT 10,000

CARDINAL MCCLOSKEY COMMUNITY SERVICES

115 EAST STEVENS AVENUE
VALHALLA,NY10595
NONE PC WORLD OF WORK 25,000

CARING CONTACT

PO BOX 2376
WESTFIELD,NJ07091
NONE PC LAUNCHING 988 40,000

CATHOLIC SCHOOLS FOUNDATION

67 BATTERYMARCH STREET
BOSTON,MA02110
NONE PC ANNUAL DINNER CELEBRATION FUND 20,000

CENTER FOR URBAN RENEWAL AND EDUCATION

1317 F STREET NW
WASHINGTON,DC20004
NONE PC CLERGY NETWORK 50,000

CHESHIRE HOME

9 RIDGEDALE AVENUE
FLORHAM PARK,NJ07932
NONE PC HVAC EQUIPMENT 50,000

CHILDREN'S AID SOCIETY

117 WEST 124TH STREET
NEW YORK,NY10027
NONE PC NEXT GENERATION CENTER 50,000

CHILDREN'S MUSEUM OF MANHATTAN

212 WEST 83RD STREET
NEW YORK,NY10024
NONE PC GENERAL OPERATING SUPPORT 40,000

CHILDREN'S SCHOLARSHIP FUND NEW YORK

8 WEST 38TH STREET
NEW YORK,NY10018
NONE PC SCHOLARSHIPS 100,000

CHRISTODORA

1 EAST 53RD STREET
NEW YORK,NY10022
NONE PC GENERAL OPERATING SUPPORT 135,000

CHRISTODORA

1 EAST 53RD STREET
NEW YORK,NY10022
NONE PC GENERAL OPERATING SUPPORT 8,000

CITY HARVEST

150 52ND STREET
BROOKLYN,NY11232
NONE PC GENERAL OPERATING SUPPORT 25,000

CITY RELIEF

295 WALNUT STREET
ELIZABETH,NJ07201
NONE PC GENERAL OPERATING SUPPORT 25,000

CLARION MUSIC SOCIETY

119 EAST 74TH STREET
NEW YORK,NY10021
NONE PC GENERAL OPERATING SUPPORT 2,000

CLASSIC STAGE COMPANY

136 EAST 13TH STREET
NEW YORK,NY10003
NONE PC GENERAL OPERATING SUPPORT 40,000

CLASSICAL THEATRE OF HARLEM

1850 AMSTERDAM AVENUE
NEW YORK,NY10031
NONE PC UPTOWN SHAKESPEARE IN THE PARK 25,000

COALITION FOR THE HOMELESS

129 FULTON STREET
NEW YORK,NY10038
NONE PC CAMP HOMEWARD BOUND 25,000

CUNY - DEPARTMENT OF POLITICAL SCIENCE

160 CONVENT AVENUE NAC 4/136
NEW YORK,NY10031
NONE PC DANIEL PATRICK MOYNIHAN CENTER 75,000

DARTMOUTH NATURAL RESOURCES TRUST

404 ELM STREET
DARTMOUTH,MA02748
NONE PC GENERAL OPERATING SUPPORT 2,000

DILLER-QUAILE SCHOOL OF MUSIC

24 EAST 95TH STREET
NEW YORK,NY10128
NONE PC COMMUNITY PROGRAMS AND 40,000

DOCTORS WITHOUT BORDERS USA

40 RECTOR STREET
NEW YORK,NY10006
NONE PC UKRAINE RELIEF 25,000

DONORS TRUST & DONORS CAPITAL FUND

1800 DIAGONAL STREET
ALEXANDRIA,VA22314
NONE PC DONOR ADVISED FUND 100,000

DONORS TRUST & DONORS CAPITAL FUND

1800 DIAGONAL STREET
ALEXANDRIA,VA22314
NONE PC DONOR ADVISED FUND 100,000

EARLY STEPS

540 EAST 76TH STREET
NEW YORK,NY10021
NONE PC GENERAL OPERATING SUPPORT 15,000

EMPIRE CENTER FOR PUBLIC POLICY

100 STATE STREET SUITE 410
ALBANY,NY12207
NONE PC GENERAL OPERATING SUPPORT 100,000

ENGIN

15 URBAN STREET
STAMFORD,CT06905
NONE PC GENERAL OPERATING SUPPORT 25,000

ENGLISH-SPEAKING UNION OF THE UNITED

144 EAST 39TH STREET
NEW YORK,NY10016
NONE PC 2023 NATIONAL SHAKESPEARE 50,000

FEARLESS THEATER COMPANY

488 14TH STREET
BROOKLYN,NY11215
NONE PC THE HOPE SCENARIOS 25,000

FEDERALIST SOCIETY FOR LAW & PUBLIC POLICY

1776 I STREET NW
WASHINGTON,DC20006
NONE PC LAW SCHOOL DEBATES 50,000

FELIX ORGANIZATION

43 OYSTER BAY ROAD
LOCUST VALLEY,NY11560
NONE PC CAMP FELIX SUMMER CAMP 25,000

FOUNDATION FOR APPALACHIAN KENTUCKY

420 MAIN STREET
HAZARD,KY41701
NONE PC FLOOD RELIEF 25,000

FOUNDATION FOR CULTURAL REVIEW

900 BROADWAY
NEW YORK,NY10003
NONE PC GENERAL OPERATING SUPPORT 2,000

FOUNDATION FOR INDIVIDUAL RIGHTS IN

510 WALNUT STREET
PHILADELPHIA,PA19106
NONE PC GENERAL OPERATING SUPPORT 100,000

FREEDOM HOUSE

1850 M STREET NW
WASHINGTON,DC20036
NONE PC GENERAL OPERATING SUPPORT 10,000

FRESH AIR FUND

633 THIRD AVENUE
NEW YORK,NH10017
NONE PC SUMMER TEEN ACADEMY 75,000

FRIENDS OF KARDIAS FOUNDATION

654 MADISON AVENUE
NEW YORK,NY10065
NONE PC GENERAL OPERATING SUPPORT 40,000

FRIENDS OF KARDIAS FOUNDATION

654 MADISON AVENUE
NEW YORK,NY10065
NONE PC GENERAL OPERATING SUPPORT 3,000

FRIENDS OF THE LOBKOWICZ COLLECTIONS

PO BOX 814
DOVER,MA02030
NONE PC GENERAL OPERATING SUPPORT 2,000

GARDEN STATE INITIATIVE

PO BOX 9180
MORRISTOWN,NJ07963
NONE PC GENERAL OPERATING SUPPORT 30,000

GILDER LEHRMAN INSTITUTE OF AMERICAN

49 WEST 45TH STREET
NEW YORK,NY10036
NONE PC GENERAL OPERATING SUPPORT 4,000

GIRL SCOUTS HEART OF NEW JERSEY

1171 ROUTE 28
NORTH BRANCH,NJ08875
NONE PC EMERGING MARKETS INITIATIVE 50,000

THE AMERICAN FRIENDS OF THE GWPF

PO BOX 186
NORTH LAKE,WI53064
NONE PC RESEARCH 75,000

HAPPINESS IS CAMPING

62 SUNSET LAKE ROAD
HARDWICK,NJ07825
NONE PC SUMMER CAMP 25,000

HARLEM EDUCATIONAL ACTIVITIES FUND

2090 SEVENTH AVENUE
NEW YORK,NY10027
NONE PC HEAF CONTINUUM 50,000

HARLEM EDUCATIONAL ACTIVITIES FUND

2090 SEVENTH AVENUE
NEW YORK,NY10027
NONE PC GENERAL OPERATING SUPPORT 2,000

HOTCHKISS SCHOOL

11 INTERLAKEN ROAD
LAKEVILLE,CT060392141
NONE PC GENERAL OPERATING SUPPORT 1,000

HUDSON INSTITUTE

1201 PENNSYLVANIA AVENUE NW
WASHINGTON,DC20004
NONE PC GENERAL OPERATING SUPPORT 4,000

HUDSON INSTITUTE

1201 PENNSYLVANIA AVENUE NW
WASHINGTON,DC20004
NONE PC RESEARCH 150,000

HUDSON INSTITUTE

1201 PENNSYLVANIA AVENUE NW
WASHINGTON,DC20004
NONE PC CENTER FOR RELIGIOUS FREEDOM 75,000

HUDSON INSTITUTE

1201 PENNSYLVANIA AVENUE NW
WASHINGTON,DC20004
NONE PC RESEARCH 100,000

I AM CULTURED

11 TALBOT DRIVE
WESTBURY,NY11590
NONE PC GENERAL OPERATING SUPPORT 25,000

IDEAS BEYOND BORDERS

244 FIFTH AVENUE
NEW YORK,NY10001
NONE PC BEL ARABI PROGRAM 50,000

INDEPENDENT INSTITUTE

100 SWAN WAY
OAKLAND,CA946211428
NONE PC GENERAL OPERATING SUPPORT 25,000

INDIANA UNIVERSITY FOUNDATION

PO BOX 500
BLOOMINGTON,IN47402
NONE PC ONEILL FUTURE FUND 2,000

INSTITUTE OF CLASSICAL ARCHITECTURE & ART

20 WEST 44TH STREET
NEW YORK,NY10036
NONE PC GENERAL OPERATING SUPPORT 40,000

INTERNATIONAL DOCUMENTARY ASSOCIATION

3600 WILSHIRE BOULEVARD
LOS ANGELES,CA90010
NONE PC FILM 35,000

INTERNATIONAL MEDICAL CORPS

12400 WILSHIRE BOULEVARD
LOS ANGELES,CA90025
NONE PC UKRAINE RELIEF 25,000

INTERNATIONAL RESCUE COMMITTEE

122 EAST 42ND STREET
NEW YORK,NY101681289
NONE PC UKRAINE RELIEF 25,000

JACK MILLER CENTER FOR TEACHING AMERICA'S

THREE BALA PLAZA WEST
BALA CYNWYD,PA19004
NONE PC FOUNDING CIVICS INITIATIVE 50,000

JEWISH MUSEUM

1109 FIFTH AVENUE
NEW YORK,NY10128
NONE PC THE SASSOONS 50,000

KITE & KEY MEDIA

137 MONTAGUE STREET
BROOKLYN,NY11201
NONE PC GENERAL OPERATING SUPPORT 50,000

LA SALLE ACADEMY

215 EAST 6TH STREET
NEW YORK,NY10003
NONE PC SCHOLARSHIPS 30,000

LAWRENCE & MEMORIAL HOSPITAL

365 MONTAUK AVENUE
NEW LONDON,CT06320
NONE PC GENERAL OPERATING SUPPORT 4,000

LEGAL OUTREACH

36-14 35TH STREET
LONG ISLAND,NY11106
NONE PC GENERAL OPERATING SUPPORT 40,000

LIGHTHOUSE WORKS

1070 MONTAUK AVENUE
FISHER ISLAND,NY06390
NONE PC GENERAL OPERATING SUPPORT 1,000

LUNCH BREAK

121 DRS JAMES PARKER BOULEVARD
RED BANK,NJ07701
NONE PC GENERAL OPERATING SUPPORT 25,000

MANHATTAN INSTITUTE FOR POLICY RESEARCH

52 VANDERBILT AVENUE
NEW YORK,NY10017
NONE PC RESEARCH 150,000

MANHATTAN INSTITUTE FOR POLICY RESEARCH

52 VANDERBILT AVENUE
NEW YORK,NY10017
NONE PC GENERAL OPERATING SUPPORT 4,000

MANHATTAN INSTITUTE FOR POLICY RESEARCH

52 VANDERBILT AVENUE
NEW YORK,NY10017
NONE PC RESEARCH 150,000

MERCY CENTER

1106 MAIN STREET
ASBURY PARK,NJ07712
NONE PC GENERAL OPERATING SUPPORT 25,000

MODERN STATES EDUCATION ALLIANCE

1633 BROADWAY
NEW YORK,NY10019
NONE PC NYC X FRESHMAN YEAR FOR FREE 50,000

MORGAN LIBRARY & MUSEUM

225 MADISON AVENUE
NEW YORK,NY10016
NONE PC MORGANS BIBLES AND 50,000

MORNINGSIDE INSTITUTE

490 RIVERSIDE DRIVE
NEW YORK,NY10027
NONE PC GENERAL OPERATING SUPPORT 30,000

MUNICIPAL ART SOCIETY OF NEW YORK

488 MADISON AVENUE
NEW YORK,NY10022
NONE PC REPAIR OF THREE MONUMENTS IN NEW 50,000

MUSEUM OF JEWISH HERITAGE

36 BATTERY PLACE
NEW YORK,NY10280
NONE PC COURAGE TO ACT: RESCUE IN DENMARK 25,000

MUSICAMBIA

712A MONROE STREET
BROOKLYN,NY11221
NONE PC MUSIC PROGRAMS IN NEW YORK STATE 25,000

NASAREANORG

112 SOUTH MAIN STREET
STOWE,VT05672
NONE PC GENERAL OPERATING SUPPORT 5,000

NASAREANORG

112 SOUTH MAIN STREET
STOWE,VT05672
NONE PC GENERAL OPERATING SUPPORT 5,000

NATIONAL ASSOCIATION OF SCHOLARS

420 MADISON AVENUE
NEW YORK,NY10017
NONE PC MEDICAL EDUCATION 50,000

NATIONAL AUDUBON SOCIETY OF NEW YORK

9 THURLOW TERRACE
ALBANY,NY12203
NONE PC FOR THE BIRDS! CURRICULUM 40,000

NATIONAL COUNCIL ON TEACHER QUALITY

1032 15TH STREET NW
WASHINGTON,DC20005
NONE PC RESEARCH 50,000

NATIONAL SAWDUST

80 NORTH 6TH STREET
BROOKLYN,NY12249
NONE PC 2022-23 SEASON 35,000

NEW 42ND STREET

229 WEST 42ND STREET
NEW YORK,NY10036
NONE PC NEW VICTORY THEATER 25,000

NEW YORK CHARTER SCHOOLS ASSOCIATION

2 TOWER PLACE
ALBANY,NY10010
NONE PC CHARTER SCHOOL COALITION IN MANHATTAN 75,000

NEW YORK CITY AUDUBON SOCIETY

DAVID H KOCH THEATER
NEW YORK,NY10023
NONE PC GENERAL OPERATING SUPPORT 40,000

NEW YORK CITY BALLET

25 BROADWAY 12TH FLOOR
NEW YORK,NY10004
NONE PC GENERAL OPERATING SUPPORT 25,000

NEW YORK CITY URBAN DEBATE LEAGUE

25 BROADWAY 12TH FLOOR
NEW YORK,NY10004
NONE PC EXPAND PROGRAMMING IN HIGH-NEED 50,000

NEW YORK COMMON PANTRY

8 EAST 109TH STREET
NEW YORK,NY10029
NONE PC GENERAL OPERATING SUPPORT 25,000

NEW YORK PRESERVATION ARCHIVE PROJECT

174 EAST 80TH STREET
NEW YORK,NY10075
NONE PC GENERAL OPERATING SUPPORT 25,000

NEW-YORK HISTORICAL SOCIETY

170 CENTRAL PARK WEST
NEW YORK,NY10024
NONE PC GENERAL OPERATING SUPPORT 2,000

OLD WESTBURY GARDENS

P O BOX 430
OLD WESTBURY,NY11568
NONE PC GENERAL OPERATING SUPPORT 25,000

PALEY CENTER FOR MEDIA

25 WEST 52ND STREET
NEW YORK,NY10019
NONE PC GENERAL OPERATING SUPPORT 50,000

PARTNERSHIP SCHOOLS

1011 FIRST AVENUE SUITE 1800
NEW YORK,NY10002
NONE PC NEW YORK CITY SCHOOLS 100,000

PERLMAN MUSIC PROGRAM

19 WEST 69TH STREET
NEW YORK,NY10023
NONE PC 2022 SUMMER MUSIC SCHOOL 40,000

PRAGER UNIVERSITY FOUNDATION

15021 VENTURA BOULEVARD
SHERMAN OAKS,CA91403
NONE PC PRAGERU KIDS 75,000

PURDUE FOR LIFE FOUNDATION

403 WEST WOOD STREET
WEST LAFAYETTE,IN47907
NONE PC GENERAL OPERATING SUPPORT 5,000

QUEENS COMMUNITY HOUSE

92-17 165TH STREET
JAMAICA,NY11433
NONE PC NEIGHBORHOOD INTERGENERATIONAL 30,000

QUEENS MUSEUM OF ART

NEW YORK CITY BUILDING
QUEENS,NY11368
NONE PC PANORAMA OF THE CITY OF NEW YORK 35,000

REAL CLEAR FOUNDATION

666 DUNDEE ROAD
NORTHBROOK,IL60062
NONE PC RESEARCH 50,000

REGIS HIGH SCHOOL

55 EAST 84TH STREET
NEW YORK,NY100280884
NONE PC REACH PROGRAM 50,000

RIVERSIDE FILMS

250 RIVERSIDE DRIVE NO 65
NEW YORK,NY10025
NONE PC THE COLFAX MASSACRE 50,000

ROCKEFELLER UNIVERSITY

1230 YORK AVENUE
NEW YORK,NY10021
NONE PC LABORATORY OF CHEMICAL BIOLOGIST KATYA VINOGRADOVA AND PURCHASE OF AN ORBITRAP ECLIPSE TRIBID MASS SPECTROMETER 500,000

ROSENWALD PARK CAMPAIGN

19 MAPLEWOOD PARK COURT
BETHESDA,MD20814
NONE PC INTRODUCTORY VIDEO 2,500

SAVE THE CHILDREN FEDERATION

501 KINGS HIGHWAY EAST
FAIRFIELD,CT06825
NONE PC UKRAINE CRISIS RELIEF FUND 25,000

SAVE THE REDWOODS LEAGUE

111 SUTTER STREET
SAN FRANCISCO,CA94104
NONE PC LOST COAST REDWOODS IN 50,000

SCHOOL OF AMERICAN BALLET

70 LINCOLN CENTER PLAZA
NEW YORK,NY10023
NONE PC GENERAL OPERATING SUPPORT 25,000

SCHOOL SISTERS OF NOTRE DAME EDUCATIONAL

8704-88TH AVENUE
WOODHAVEN,NY11421
NONE PC GENERAL OPERATING SUPPORT 25,000

SEARCH AND CARE

1844 SECOND AVENUE
NEW YORK,NY10128
NONE PC GENERAL OPERATING SUPPORT 25,000

SOCIETY OF ILLUSTRATORS

128 EAST 63RD STREET
NEW YORK,NY10065
NONE PC GENERAL OPERATING SUPPORT 40,000

ST BENEDICT'S PREPARATORY SCHOOL

520 DR MARTIN LUTHER KING JR BLVD
NEWARK,NJ07102
NONE PC SCHOLARSHIP FUND 50,000

ST FRANCIS XAVIER MISSION

55 WEST 15TH STREET
NEW YORK,NY10011
NONE PC GENERAL OPERATING SUPPORT 25,000

ST JOHN'S BREAD AND LIFE

795 LEXINGTON AVENUE
BROOKLYN,NY11221
NONE PC GENERAL OPERATING SUPPORT 25,000

STAND FOUNDATION

PO BOX 15022
CHESAPEAKE,VA23328
NONE PC GENERAL OPERATING SUPPORT 20,000

STANLEY M ISAACS NEIGHBORHOOD CENTER

415 EAST 93RD STREET
NEW YORK,NY10128
NONE PC EDUCATION AND WORKFORCE 50,000

STATEN ISLAND CHILDREN'S MUSEUM

1000 RICHMOND TERRACE
STATEN ISLAND,NY10301
NONE PC GENERAL OPERATING SUPPORT 30,000

STATEN ISLAND MUSEUM

1000 RICHMOND TERRACE
STATEN ISLAND,NY10301
NONE PC GENERAL OPERATING SUPPORT 30,000

STUDENTPARTNER ALLIANCE

561 SPRINGFIELD AVENUE
SUMMIT,NJ07901
NONE PC SCHOLARSHIPS 40,000

STUDENTS 2 SCIENCE

66 DEFOREST AVENUE
EAST HANOVER,NJ07936
NONE PC STEM EDUCATION IN NEWARK CHARTER 35,000

TEXAS CHRISTIAN UNIVERSITY

TCU BOX 298240
FORTH WORTH,TX76129
NONE PC GENERAL OPERATING SUPPORT 2,000

THE SALIENT OF HARVARD COLLEGE

14 ARROW ST SUITE G10
CAMBRIDGE,MA02138
NONE PC GENERAL OPERATING SUPPORT 25,000

THOMAS B FORDHAM INSTITUTE

1015 18TH ST NW
WASHINGTON,DC20036
NONE PC RESEARCH 50,000

THRIVE FOR LIFE PRISON PROJECT

30 WEST 16TH STREET
NEW YORK,NY10011
NONE PC IGNACIO HOUSE OF STUDIES FOR WOMEN 50,000

UKRAINIAN CATHOLIC UNIVERSITY FOUNDATION

2332 WEST CHICAGO AVENUE
CHICAGO,IL60622
NONE PC UKRAINE RELIEF 25,000

UNITED WAY OF MONROE COUNTY

441 S COLLEGE AVENUE
BLOOMINGTON,IN47403
NONE PC GENERAL OPERATING SUPPORT 1,000

VERTEX PARTNERSHIP ACADEMIES

1160 BEACH AVENUE
BRONX,NY10472
NONE PC CHARTER HIGH SCHOOL IN THE BRONX 50,000

VISION LOSS ALLIANCE

155 MORRIS AVE SUITE 2
DENVILLE,NJ07834
NONE PC INCLUSIVE SERVICE DELIVERY FOR ADULTS 30,000

VISIONSSERVICES FOR THE BLIND AND

500 GREENWICH STREET
NEW YORK,NY10013
NONE PC IN PLANE SIGHT 50,000

VISITING NEIGHBORS

3 WASHINGTON SQUARE VILLAGE
NEW YORK,NY10012
NONE PC GENERAL OPERATING SUPPORT 25,000

VOLCKER ALLIANCE

39 BROADWAY
NEW YORK,NY10006
NONE PC GOVERNMENT BREAKDOWNS: 1987-2022 50,000

WASHINGTON UNIVERSITY

MCKELVEY SCHOOL OF ENGINEERING
ST LOUIS,MO63130
NONE PC MCKELVEY SCHOOL OF ENGINEERING 10,000

WILD BIRD FUND

565 COLUMBUS AVENUE
NEW YORK,NY10024
NONE PC GENERAL OPERATING SUPPORT 2,500

WILD BIRD FUND

565 COLUMBUS AVENUE
NEW YORK,NY10024
NONE PC GENERAL OPERATING SUPPORT 2,500

WINTER4KIDS

44 BREAKNECK ROAD
VERNON,NJ07462
NONE PC GENERAL OPERATING SUPPORT 25,000

WITHERSPOON INSTITUTE

16 STOCKTON STREET
PRINCETON,NJ08540
NONE PC GENERAL OPERATING SUPPORT 100,000

WOODSON CENTER

1625 K STREET NW
WASHINGTON,DC20006
NONE PC GENERAL OPERATING SUPPORT 50,000
Total .................................right arrow 3a 6,669,500
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 ...........
         
4 Dividends and interest from securities .... 900099 12,167 14 656,248  
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 ............
900099 68,564 18 941,281  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aINCOME FROM LIMITED PARTNERSHIPS
900099 124,632 14 1,861,862  
bOTHER INVESTMENT INCOME     14 2,572  
cLESS: AMOUNT ATTRIBUTABLE TO UBI   124,632   -124,632  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 329,995 3,337,331 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,667,326
(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 AccountingFeesSchedule
Name:
THE ACHELIS & BODMAN FOUNDATION
 
CO MANICE & BUDD LLP
EIN:
13-6022018
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AUDITING AND TAX SERVICES 57,290 28,645 0 28,645
BOOKKEEPING SERVICES 25,000 12,500 0 12,500

TY 2022 InvestmentsCorpStockSchedule
Name:
THE ACHELIS & BODMAN FOUNDATION
 
CO MANICE & BUDD LLP
EIN:
13-6022018
Name of Stock End of Year Book Value End of Year Fair Market Value
ALPHABET INC 393,517 393,517
AXALTA COATING SYSTEMS LTD 420,255 420,255
BANK OF AMERICA CORP 377,568 377,568
BERKSHIRE HATHAWAY INC CL B 469,528 469,528
CARTER'S INC 440,199 440,199
CORNING INC 365,713 365,713
DEVON ENERGY CORP 151,745 151,745
DUPONT DE NEMOURS INC 407,868 407,868
ELANCO ANIMAL HEALTH INC 314,054 314,054
GENERAL MOTORS CO 346,492 346,492
GRAPHIC PACKAGING HLDG CO 404,950 404,950
HANESBRANDS INC 195,856 195,856
INFINERA CORP 197,428 197,428
INTERNATIONAL FLAVORS & FRAGRANCES 245,116 245,116
LIONS GATE ENTERTAINMENT B 234,576 234,576
MERCK & CO INC 88,760 88,760
MICRON TECHNOLOGY INC 391,094 391,094
MOHAWK INDS INC 410,924 410,924
REGIONS FINL CORP 370,832 370,832
SENSATA TECHNOLOGIES 363,420 363,420
SS&C TECHNOLOGIES HOLDINGS INC 364,420 364,420
URBAN OUTFITTERS INC 267,120 267,120
WABTEC CORP 77,353 77,353
WALGREENS BOOTS ALLIANCE INC 325,032 325,032
WALT DISNEY CO 310,596 310,596

TY 2022 InvestmentsOtherSchedule2
Name:
THE ACHELIS & BODMAN FOUNDATION
 
CO MANICE & BUDD LLP
EIN:
13-6022018
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ALLIANCE BERNSTEIN S/M VAL-AD FMV 2,273,612 2,273,612
APOLLO EUROPEAN PRINCIPAL FINANCE FUND III FMV 1,016,255 1,016,255
ARES PRIVATE CREDIT SOLUTIONS FMV 1,480,793 1,480,793
ARKA INDIA FUND FMV 2,257,346 2,257,346
ARTISAN FUNDS INTL VALUE FMV 6,725,684 6,725,684
ARTISAN FUNDS SM/MID-INV FMV 935,804 935,804
BRIGHTWOOD CAPITAL SBIC II LP FMV 211,527 211,527
BROWN ADVISORY WINSLOW FMV 3,378,233 3,378,233
CARLYLE INTL ENERGY PARTNERS, LP FMV 985,099 985,099
CYPRIUM INVESTORS IV AIV I LP FMV 230,002 230,002
DELAWARE EMERGING MARKETS FMV 2,829,462 2,829,462
DORCHESTER CAPITAL SECONDARIES FMV 2,122,327 2,122,327
ELLIOTT INTERNATIONAL LIMITED FMV 6,878,854 6,878,854
FORWARD VENTURES IV LP FMV 138,730 138,730
FTAI AVIATION LTD FMV 1,430,376 1,430,376
HENGISTBURY FUND 2013 FMV 4,415,144 4,415,144
HIGH GROUND INVESTMENT MANAGEMENT LLP FMV 1,133,636 1,133,636
HIGHCLERE INTERNATIONAL FMV 882,108 882,108
LCP IX OFFSHORE LP FMV 3,460,702 3,460,702
MAKIRA OFFSHORE INVESTORS LTD FMV 9,581,308 9,581,308
MCR DULLES PARTNERS FMV 4,002 4,002
MCR HOSPITALITY FUND LP FMV 1,789,543 1,789,543
MCR TEXAS LLC FMV 651,954 651,954
NEW CANAAN FUNDING MEZZANINE V SBIC LP FMV 123,184 123,184
NEW CANAAN FUNDING MEZZANINE VI SBIC LP FMV 841,438 841,438
NEW CANAAN FUNDING MEZZANINE VII SBIC LP FMV 1,187,525 1,187,525
PATHSTONE PMA INC FMV 2,070,947 2,070,947
PORTOLAN PILOT LONG ONLY FUND LP FMV 9,301,995 9,301,995
PRIVATE ADVISORS REAL ASSETS FUND III FMV 2,183,321 2,183,321
PRIVATE ADVISORS SECONDARY FUND V LP FMV 2,603,464 2,603,464
PRIVATE ADVISORS SECONDARY FUND VI LP FMV 1,165,659 1,165,659
QUINN OPPORTUNITIES OFFSHORE LTD FMV 1,094,931 1,094,931
RBC EMERGING MARKETS FMV 2,763,062 2,763,062
RCP SECONDARY OPPORTUNITY FUND II, LP FMV 394,133 394,133
RIVERSIDE ACCELERATION CAPITAL FUND II LP FMV 823,879 823,879
SEACOAST CAPITAL PARTNERS III FMV 886,072 886,072
SEACOAST CAPITAL PARTNERS IV LP FMV 1,430,862 1,430,862
SILVER POINT CAPITAL OFFSHORE FUND, LTD. FMV 4,299,112 4,299,112
STEELHEAD PATHFINDER FUND LTD FMV 2,482,915 2,482,915
TIFF PRIVATE EQUITY PARTNERS 2005 FMV 80,948 80,948
TIFF PRIVATE EQUITY PARTNERS 2006 FMV 21,844 21,844
TIFF PRIVATE EQUITY PARTNERS 2007 FMV 585,726 585,726
TIFF PRIVATE EQUITY PARTNERS 2008 FMV 694,528 694,528
TIFF PRIVATE EQUITY PARTNERS 2009 FMV 78,726 78,726
TIFF PRIVATE EQUITY PARTNERS 2012 FMV 2,929,471 2,929,471
TIFF PRIVATE EQUITY PARTNERS 2013 FMV 2,012,525 2,012,525
TIFF PRIVATE EQUITY PARTNERS 2014 FMV 1,779,846 1,779,846
TIFF PRIVATE EQUITY PARTNERS 2015 FMV 4,505,843 4,505,843
TIFF SPECIAL OPPORTUNITIES FUND FMV 976,370 976,370
TOPSPIN PARTNERS III FMV 1,039,321 1,039,321
VANGUARD SHORT-TERM BOND INDEX FMV 8,955,243 8,955,243
VERDAD JAPAN FUND LP FMV 1,771,268 1,771,268
VISTA CREDIT PARTNERS III FMV 1,065,958 1,065,958
WCM FOCUSED INTERNATIONAL GROWTH FUND FMV 3,255,594 3,255,594

TY 2022 OtherAssetsSchedule
Name:
THE ACHELIS & BODMAN FOUNDATION
 
CO MANICE & BUDD LLP
EIN:
13-6022018
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
SECURITY DEPOSIT 54,000 54,000 54,000


TY 2022 OtherDecreasesSchedule
Name:
THE ACHELIS & BODMAN FOUNDATION
 
CO MANICE & BUDD LLP
EIN:
13-6022018
Description Amount
UNREALIZED LOSS ON INVESTMENTS 23,964,917


TY 2022 OtherExpensesSchedule
Name:
THE ACHELIS & BODMAN FOUNDATION
 
CO MANICE & BUDD LLP
EIN:
13-6022018
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
SUPPLIES 974 49 0 925
TELEPHONE 19,564 978 0 18,586
COMMUNICATION AND COMPUTERS 4,168 219 0 3,949
OTHER 260 3 0 257
INSURANCE 4,157 208 0 3,949
LIMITED PARTNERSHIP EXPENSES 0 1,010,154 0 0
LESS: AMOUNT ATTRIBUTABLE TO UBIT 0 -218,491 0 0


TY 2022 OtherIncomeSchedule2
Name:
THE ACHELIS & BODMAN FOUNDATION
 
CO MANICE & BUDD LLP
EIN:
13-6022018
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
INCOME FROM LIMITED PARTNERSHIPS 1,986,494 454,370 0
OTHER INVESTMENT INCOME 2,572 2,572 0


TY 2022 OtherProfessionalFeesSchedule
Name:
THE ACHELIS & BODMAN FOUNDATION
 
CO MANICE & BUDD LLP
EIN:
13-6022018
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 304,834 304,834 0 0
CUSTODIAL FEES 25,658 25,658 0 0
CONSULTING FEE 37,500 0 0 37,500


TY 2022 TaxesSchedule
Name:
THE ACHELIS & BODMAN FOUNDATION
 
CO MANICE & BUDD LLP
EIN:
13-6022018
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN WITHHOLDING TAXES PAID THROUGH PARTNERSHIPS 0 324,738 0 0
STATE UBI TAXES 6,340 4,840 0 1,500
FEDERAL EXCISE TAX 40,471 0 0 40,471
LESS: AMOUNT ATTRIBUTED TO UBI 0 -49 0 0
LESS: AMOUNT ATTRIBUTED TO UBI 0 -4,840 0 0