TY 2022 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go 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
ARONSON FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)15 SHATZELL AVENUE 62
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
RHINECLIFF, NY12574

A Employer identification number

43-1616967

B Telephone number (see instructions)

(314) 290-3300

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$4,056,832J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	105		105
4	Dividends and interest from securities...	69,235		69,235
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		146,608
b	Gross sales price for all assets on line 6a 1,506,026
7	Capital gain net income (from Part IV, line 2)...			146,608
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).......	List of Attached Documents: // Content	14,891	14,891
12	Total. Add lines 1 through 11........	230,839		230,839
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	5,200	2,600	2,600
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	25,693	25,477	216
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	5,461	1,261	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	151	0	151
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	36,505		29,338	2,967
25	Contributions, gifts, grants paid.......	200,000			200,000
26	Total expenses and disbursements. Add lines 24 and 25	236,505		29,338	202,967
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-5,666
b	Net investment income (if negative, enter -0-)			201,501
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	20,222	28,871	28,871
	2	Savings and temporary cash investments.........	34,670	43,282	43,282
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	249,081	List of Attached Documents: // Content 205,497	194,451
	b	Investments—corporate stock (attach schedule).......	2,242,774	List of Attached Documents: // Content 2,393,447	3,653,874
	c	Investments—corporate bonds (attach schedule).......	94,011	List of Attached Documents: // Content 42,908	35,745
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	List of Attached Documents: // Content 666,216	List of Attached Documents: // Content 600,609	List of Attached Documents: // Content 100,609
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	3,306,974	3,314,614	4,056,832
	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 )	List of Attached Documents: // Content 5,255	List of Attached Documents: // Content 16,755
	23	Total liabilities (add lines 17 through 22).........	5,255	16,755
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	3,502,745	3,502,745
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	-201,026	-204,886
	29	Total net assets or fund balances (see instructions).....	3,301,719	3,297,859
	30	Total liabilities and net assets/fund balances (see instructions).	3,306,974	3,314,614

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

3,301,719

Enter amount from Part I, line 27a .....................

-5,666

Other increases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

2,175

Add lines 1, 2, and 3 ..........................

3,298,228

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

369

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

3,297,859

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
1 a	PUBLIC TRADED SECURITIES
b	CAPITAL GAINS DIVIDENDS	P
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	1,502,636	1,359,418	143,218
b	3,390		3,390
c
d
e

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			143,218
b			3,390
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	146,608
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 ...................		3

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	2,801
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	2,801
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	2,801
6	Credits/Payments:

a	2022 estimated tax payments and 2021 overpayment credited to 2022	6a	2,000
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ...........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	2,000
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached.		8	35
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	836
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2023 estimated tax	Refunded	11

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

Yes

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Yes

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2022)

Page 5

Part VI-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

RUBINBROWN LLP Telephone no. right arrow

(314) 290-3300

Located at right arrow

1 NORTH BRENTWOODSAINT LOUISMO ZIP+4 right arrow

63105

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

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

Yes

If "Yes," list the years right arrow

2021, 20, 20, 20

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.) ..............

Yes

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2022)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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
JOSH ARONSON	TRUSTEE 1.00	0	0	0
15 SHATZELL AVENUE RHINECLIFF,NY12574	TRUSTEE 1.00	0	0	0
JONATHAN ARONSON	TRUSTEE 0.00	0	0	0
15 SHATZELL AVENUE RHINECLIFF,NY12574	TRUSTEE 0.00	0	0	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

Form 990-PF (2022)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. right 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)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

4,086,926

Average of monthly cash balances.......................

121,295

Fair market value of all other assets (see instructions)................

133,413

Total (add lines 1a, b, and c).........................

4,341,634

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

4,341,634

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

65,125

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

4,276,509

Minimum investment return. Enter 5% (0.05) of line 5................

213,825

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.)

Minimum investment return from Part IX, line 6..................

213,825

Tax on investment income for 2022 from Part V, line 5.......

2,801

Income tax for 2022. (This does not include the tax from Part V.) ...

851

Add lines 2a and 2b............................

3,652

Distributable amount before adjustments. Subtract line 2c from line 1............

210,173

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

210,173

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

210,173

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

202,967

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

202,967

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				210,173
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only.......			216,992
b Total for prior years:20, 20, 20		0
3 Excess distributions carryover, if any, to 2022:
a From 2017......
b From 2018......
c From 2019......
d From 2020......
e From 2021......
f Total of lines 3a through e ........	0
4Qualifying distributions for 2022 from Part
XI, line 4: $ 202,967
a Applied to 2021, but not more than line 2a			202,967
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.....				0
e Remaining amount distributed out of corpus	0
5 Excess distributions carryover applied to 2022.	0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5	0
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........		0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......		0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........		0
e Undistributed income for 2021. Subtract line 4a from line 2a. Taxable amount—see instructions .............			14,025
f Undistributed income for 2022. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2023 ..........				210,173
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......	0
8 Excess distributions carryover from 2017 not applied on line 5 or line 7 (see instructions) ...	0
9 Excess distributions carryover to 2023. Subtract lines 7 and 8 from line 6a ......	0
10 Analysis of line 9:
a Excess from 2018....
b Excess from 2019....
c Excess from 2020....
d Excess from 2021....
e Excess from 2022....

Form 990-PF (2022)

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 4942(j)(3) or4942(j)(5)

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	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here right arrow

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
18TH STREET ARTS CENTER 1639 18TH ST SANTA MONICA,CA90404		PC	GENERAL SUPPORT	10,000
CALIFORNIA INSTITUTE OF ARTS 24700 MCBEAN PKWY VALENCIA,CA91355		PC	GENERAL SUPPORT	10,000
CELEBRATE THE BEAT 3087 TEJON ST DENVER,CO80211		PC	GENERAL SUPPORT	1,000
COUNCIL ON FOREIGN RELATIONS 58 EAST 68TH STREET NEW YORK,NY10065		PC	GENERAL SUPPORT	1,000
CONGREGATION EMANU-EL (SF) 2 LAKE ST SAN FRANCISCO,CA94118		PC	GENERAL SUPPORT	1,000
CWAYS HOME 9635 NW SKYLINE BLVD PORTLAND,OR97231		PC	GENERAL SUPPORT	500
DOWNTOWN WOMENS CENTER 442 SAN PEDRO ST LOS ANGELES,CA90013		PC	GENERAL SUPPORT	1,000
ECOHEALTH NETWORK AT MISSOURI BOTANICAL GARDEN 4344 SHAW BLVD ST LOUIS,MO63110		PC	GENERAL SUPPORT	60,000
EDUCATED CANINES ASSISTING WITH DISABILITIES PO BOX 831 TORRINGTON,CT06790		PC	GENERAL SUPPORT	1,000
GREAT PLAINS FOUNDATION 165 CAT ROCK LANE JUPITER,FL33458		PC	GENERAL SUPPORT	500
HARMONY PROJECT HUDSON 35 E 20TH ST NEW YORK,NY10003		PC	GENERAL SUPPORT	59,600
HUDSON RIVER MUSIC HALL PRODUCTION INC 210 MAIN ST HUDSON FALLS,NY12839		PC	GENERAL SUPPORT	100
INSTITUTE FOR AMERICAN POLICE REFORM INC 226 E GAY ST 56 LEBANON,TN37087		PC	GENERAL SUPPORT	3,000
ISLAND PRESS 2000 M STREET N W SUITE 650 WASHINGTON,DC20036		PC	GENERAL SUPPORT	1,500
JUNGIAN PSYCHOANALYTIC SOCIETY 105 E 34TH ST STE 192 NEW YORK CITY,NY10016		PC	GENERAL SUPPORT	2,000
LA SENORA RESEARCH INSTITUTE 565 DRYAD RD SANTA MONICA,CA90402		PC	GENERAL SUPPORT	15,000
LAUMEIER SCULPTURE PARK 12580 ROTT ROAD SAINT LOUIS,MO63127		PC	GENERAL SUPPORT	5,000
LOS ANGELES INSTITUTE FOR THE HUMANITIES 235 DOHENY MEMORIAL LIBRARY LOS ANGELES,CA90089		PC	GENERAL SUPPORT	11,500
MORTON LIBRARY 135 S 1ST AVE MORTON,IL61550		PC	GENERAL SUPPORT	50
NATIONAL GEOGRAPHIC 1145 17TH STREET NW WASHINGTON,DC20036		PC	GENERAL SUPPORT	1,000
ROCKY MOUNTAIN INSTITUTE 2490 JUNCTION PLACE SUITE 200 BOULDER,CO80301		PC	GENERAL SUPPORT	1,000
SAINT ANNE SCHOOL 32451 BEAR BRAND RD LAGUNA NIGUEL,CA92677		PC	GENERAL SUPPORT	1,000
SIMON WIESENTHAL CENTER 1399 S ROXBURY DRIVE LOS ANGELES,CA90035		PC	GENERAL SUPPORT	1,000
SOCIETY FOR ECOLOGICAL RESTORATION 1133 15TH STREET N W SUITE 300 WASHINGTON,DC20005		PC	GENERAL SUPPORT	1,500
UCSF HOUSECALLS 3333 CALIFORNIA ST SAN FRANCISCO,CA94118		PC	GENERAL SUPPORT	1,000
UPSTATE FILMS PO BOX 324 NEW YORK,NY12572		PC	GENERAL SUPPORT	750
WETLANDS AND WILDLIFE CARE CENTER 21900 PACIFIC COAST HWY HUNTINGTON BEACH,CA92646		PC	GENERAL SUPPORT	2,000
WILKINSON PUBLIC LIBRARY 100 W PACIFIC AVE TELLURIDE,CO81435		PC	GENERAL SUPPORT	1,000
WISE TROPICS INC 4 SAINT GEORGE GLEN DR EAST SETAUKET,NY11733		PC	GENERAL SUPPORT	5,000
YALE UNIVERSITY PO BOX 2038 NEW HAVEN,CT06521		PC	GENERAL SUPPORT	1,000
Total ................................. 3a				200,000

bApproved for future payment

Total ................................. 3b				0

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	(e) Related or exempt function income (See instructions.)
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	105
4 Dividends and interest from securities ....			14	69,235
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income .....			14	14,891
8 Gain or (loss) from sales of assets other than inventory ............			18	146,608
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		0		230,839	0

13Total. Add line 12, columns (b), (d), and (e)..................

230,839

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2022)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2022 AccountingFeesSchedule

Name:

ARONSON FOUNDATION

EIN:

43-1616967

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEE	5,200	2,600		2,600

- TIN:

TY 2022 InvestmentsCorpBondsSchedule

Name:

ARONSON FOUNDATION

EIN:

43-1616967

Name of Bond	End of Year Book Value	End of Year Fair Market Value
AB BD FUND INC	16,222	12,847
ISHARES TR ISHARES PREFERRED AND INCOME SECURITIES ETF	26,686	22,898

- TIN:

TY 2022 InvestmentsCorpStockSchedule

Name:

ARONSON FOUNDATION

EIN:

43-1616967

Name of Stock	End of Year Book Value	End of Year Fair Market Value
AT&T INC	8,530	7,419
ABBOTT LABORATORIES	20,099	19,762
ABBVIE INC	10,898	11,636
ACADIA HEALTHCARE CO	5,378	6,009
ACTIVISION BLIZZARD	9,042	8,803
ADOBE INC	13,005	10,432
ADVANCED MICRO DEVIC	10,235	8,226
ALPHABET INC CL C COMMON STOCK	43,327	33,362
AMAZON COM INC	26,043	23,352
AMDOCS LIMITED F	6,937	7,908
AMERISOURCEBERGEN CORP	2,120	2,486
APPLE INC	42,339	53,791
BANK OF AMERICA CORP	16,803	11,625
BANK OF HAWAII CORP	1,065	1,086
BERSHIRE HATHAWAY CLASS B	18,028	17,607
BLACKSTONE INC	13,461	8,977
BROADCOM INC	9,830	11,742
C A C I INC	2,178	2,405
CHEMED CORP	993	1,021
CHEVRON CORPORATION	12,495	16,693
COMCAST CORP NEW CLASS A	7,082	5,141
COMMERCE BANCSHARES	2,108	2,246
CONSOLIDATED EDISON	7,721	8,959
CORTEVA UBC	15,204	15,400
COSTCO WHOLESALE CO	13,068	11,869
DOLLAR GENERAL CORP	3,524	3,448
DOMINION ENERGY INC	1,116	981
EATON CORP PLC F	5,604	5,650
ELEVANCE HEALTH INC	16,853	20,006
ERIE INDEMNITY CO	1,046	995
EVEREST RE GROUP LTD F	6,821	8,944
EXXON MOBIL CORP	10,599	15,001
FACTSET RESEARCH SYS	1,607	1,605
FIRST HORIZON CORP	1,098	1,103
HANOVER INSURANCE	1,144	1,081
HOME DEPOT	17,952	17,688
IBM CORP	8,750	9,440
INCYTE CORP	2,588	2,570
INTERNTNL PAPER	1,597	1,316
JEFFERIES FINL	12,655	14,123
JPMORGAN CHASE & CO	15,345	13,276
KEURIG DR PEPPER INC	1,087	1,034
KEYSIGHT TECH INC	4,269	4,277
KRAFT HEINZ CO	6,767	7,165
KROGER CO	3,019	2,898
LILLY ELI & CO	11,350	13,902
LULULEMON ATHLETICA	2,539	3,204
MADISON SQUARE GARDEN CO CLASS A	1,089	1,283
MARATHON OIL CORP	9,281	12,236
MASTERCARD INC CLASS A	15,483	15,648
MCDONALDS CORP	7,802	8,169
MERCK & CO. INC	12,630	16,088
MGM RESORTS INTL	4,207	4,493
MICROSOFT CORP	46,380	53,960
MSC INDL DIRECT INC CLASS A	1,516	1,552
NEWMONT CORP	3,890	3,068
NEXSTAR MEDIA GROUP	2,944	2,625
NORTHROP GRUMMAN CORP	13,141	18,551
NOV INC	2,789	3,238
NVIDIA CORP	23,722	22,359
OLD DOMINION FREIGHT	7,845	7,662
ORACLE CORP	7,648	7,847
P G & E CORP	2,973	4,748
PAYCHEX INC	11,301	10,978
PEPSICO INC	12,003	12,466
PFIZER INC	11,337	11,734
PHILIP MORRIS INTL	8,107	7,490
POPULAR INC	12,119	8,622
PPL CORP	3,876	3,945
PROCTER & GAMBLE	11,192	10,761
QIAGEN N V F	4,236	4,438
RENAISSANCERE HLDGS F	5,777	8,475
REPUBLIC SERVICES	4,756	5,160
ROPER TECHNOLOGIES	3,618	3,889
SCHEIN HENRY INC	1,063	1,198
SOUTHERN CO	5,568	5,570
SYNCHRONY FINL	4,214	4,108
TARGA RESOURCES CORP	6,057	6,836
TESLA INC	16,619	10,347
TIMKEN CO	10,355	11,731
TRAVELERS COMPANIES	5,533	6,000
TYSON FOODS INC	1,090	996
UNITED PARCEL SRVC	8,087	6,432
UNITED THERAPEUTICS	1,033	1,112
VERTEX PHARMACEUTICA	9,142	8,663
VULCAN MATERIALS COM	1,000	1,051
WEST PHARM SRVC INC	15,758	9,649
WHIRLPOOL CORP	2,660	1,839
ZOETIS INC CLASS A	11,739	8,646
3M CO	6,198	5,756
ISHARES CORE MSCI EMERGING ETF	53,028	42,170
ISHARES IBOXX INVT GRADE BOND ETF	60,441	48,498
ISHARE MSCI EAFE ETF	201,435	244,312
ISHARE MSCI EAFE GROWTH ETF	23,878	20,437
ISHARE MSCI EAFE SMALL ETF	56,968	52,696
ISHARE MSCI EMERGING MARKET	80,567	83,645
ISHARES RUSSELL 2000 GROWTH ETF IV	47,842	36,683
SPDR INDEX SHARES EMERG MARKT ETF	8,365	8,932
SPDR S&P 600 SMALL CAP GROWTH ETF	8,912	8,741
DFA INTERNATIONAL SMALL COMPANY I	17,206	17,694
DFA INTERNATIONAL VALUE I	19,711	18,579
DFA US SMALLCAP VALUE	30,948	50,124
ADOBE INC	26,655	33,653
AFLAC INCORPORATED	21,384	71,940
ALPHABET INC CL A COMMON STOCK	39,268	123,522
AMAZON COM INC	29,218	25,200
APPLE INC	28,757	51,972
AT&T INC	9,993	14,452
CHARLES SCHWAB CORP NEW	39,771	66,608
CHEVRON CORPORATION	22,122	53,847
CIGNA CORP	17,230	81,510
COMCAST CORP CL A	25,682	27,976
CONSTELLATION BRANDS INC	21,371	28,969
CORTEVA INC	4,755	7,818
COSTCO WHOLE SALE CORP - NEW	23,213	34,238
CVS HEALTH CORPORATION	27,552	37,276
DOLLAR GENERAL CORPORATION	20,223	24,625
ELI LILLY & CO	24,960	182,920
GENERAL DYNAMICS CORP	16,156	74,433
HOME DEPOT	6,117	78,965
HONEYWELL INTL INC	29,328	64,290
JOHNSON & JOHNSON	18,303	52,995
JPMORGAN CHASE & CO	35,325	80,460
MICROSOFT CORP	44,284	143,892
NIKE INC	29,515	46,804
ORACLE CORPORATION	23,620	24,522
PEPSICO INC	21,948	36,132
QUALCOMM INC	30,418	43,976
RAYTHEON TECHNOLOGIES	18,941	72,461
SELECT SECTOR SPDR FUND	35,843	38,840
SELECT SECTOR SPDR FUND SHS BEN CONSUMER DISCRETIONARY	31,792	51,664
THERMO FISCHER SCIENTIFIC	14,330	137,673
UNION PACIFIC CORP	20,635	20,707
UNITEDHEALTH GROUP INC CORP	9,612	92,782
ATLASSIAN CORPORATION PLC	18,918	9,651
CUMMINS INC	23,750	24,229
DNP SELECT INCOME	12,561	16,875
EBAY INC	20,380	16,588
GRACO INC	6,618	60,534
NEXTERA ENERGY PARTNERS LP	18,425	17,523
OTIS WORLDWIDE CORPORATION	8,975	28,113
PRICE T ROWE ASSOCIATES	7,434	21,812
WARNER BROS DISCOVERY INC	3,115	1,792
MEDTRONIC PLC COM	37,834	38,860
INVESCO EXCHANGE TRADED FUND	21,559	18,000
AMERICAN TOWER CORPORATION REIT	23,159	21,181

- TIN:

TY 2022 InvestmentsGovtObligationsSch

Name:

ARONSON FOUNDATION

EIN:

43-1616967

US Government Securities - End of Year Book Value:

205,497

US Government Securities - End of Year Fair Market Value:

194,451

State & Local Government Securities - End of Year Book Value:

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

- TIN:

TY 2022 OtherAssetsSchedule

Name:

ARONSON FOUNDATION

EIN:

43-1616967

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
AEA MEZZANINE FUND III LP	89,457	19,265	19,265
AEA MIDDLE MARKET DEBT FUND III	76,759	81,344	81,344
NANO PRECISION HOLDING COMPANY	500,000	500,000	0

- TIN:

TY 2022 OtherDecreasesSchedule

Name:

ARONSON FOUNDATION

EIN:

43-1616967

Description	Amount
TAX ND EXPENSES	369

- TIN:

TY 2022 OtherExpensesSchedule

Name:

ARONSON FOUNDATION

EIN:

43-1616967

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
WIRE FEE	35	0		35
OTHER MISC EXPENSES	116	0		116

- TIN:

TY 2022 OtherIncomeSchedule2

Name:

ARONSON FOUNDATION

EIN:

43-1616967

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
PARTNERSHIP INCOME - AEA MEZZANINE FUND III LP	7,633	7,633	7,633
PARTNERSHIP INCOME - AEA MDF III	7,258	7,258	7,258

- TIN:

TY 2022 OtherIncreasesSchedule

Name:

ARONSON FOUNDATION

EIN:

43-1616967

Description	Amount
NON-DIVIDEND DISTRIBUTIONS	1,086
BASIS ADJUSTMENT	1,089

- TIN:

TY 2022 OtherLiabilitiesSchedule

Name:

ARONSON FOUNDATION

EIN:

43-1616967

Description	Beginning of Year - Book Value	End of Year - Book Value
OUTSTANDING CHECKS AT END OF YEAR	5,255	16,755

- TIN:

TY 2022 OtherProfessionalFeesSchedule

Name:

ARONSON FOUNDATION

EIN:

43-1616967

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEE	25,477	25,477		0
BANK FEE US BANK	216	0		216

- TIN:

TY 2022 TaxesSchedule

Name:

ARONSON FOUNDATION

EIN:

43-1616967

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAXES PAID	1,261	1,261		0
EXCISE TAXES PAID	4,200	0		0