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 POSES FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)777 ARTHUR GODFREY ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MIAMI BEACH, FL33140
A Employer identification number

20-6375470
B Telephone number (see instructions)

(973) 984-3352
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$663,289,611J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 6,757,907
2 Check right arrow.............
3 Interest on savings and temporary cash investments 4,377,365 4,172,562  
4 Dividends and interest from securities... 15,909,935 15,909,935  
5a Gross rents............ 79,950 79,950  
b Net rental income or (loss) 79,950
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
97,673,229
b Gross sales price for all assets on line 6a 166,823,471
7 Capital gain net income (from Part IV, line 2)... 96,183,384
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
709,955 709,955  
12 Total. Add lines 1 through 11........ 125,508,341 117,055,786  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
178,215 35,643   142,572
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
139,406 69,703   69,703
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
5,171,931 5,171,311   620
17 Interest............... 249,577 249,577   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
957,208 33,336   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 55,738 27,869   27,869
21 Travel, conferences, and meetings....... 8,662 0   8,662
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,698,034 2,664,648   23,806
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 9,458,771 8,252,087   273,232
25 Contributions, gifts, grants paid....... 14,380,905 14,380,905
26 Total expenses and disbursements. Add lines 24 and 25 23,839,676 8,252,087   14,654,137
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 101,668,665
b Net investment income (if negative, enter -0-) 108,803,699
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 100 100 100
2 Savings and temporary cash investments......... 56,114,933 5,635,935 5,635,935
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.......... 81,419    
10a Investments—U.S. and state government obligations (attach schedule) 12,434,578 Click to see attachment
List of Attached Documents:
// Content
94,538,657 		94,191,934
b Investments—corporate stock (attach schedule)....... 241,202,629 Click to see attachment
List of Attached Documents:
// Content
240,050,103 		192,726,937
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).......... 212,570,178 Click to see attachment
List of Attached Documents:
// Content
289,668,605 		370,734,705
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow   2,988,783 0 0
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
71,753 		Click to see attachment
List of Attached Documents:
// Content
50,401 		Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 525,464,373 629,943,801 663,289,611
Liabilities 17 Accounts payable and accrued expenses.......... 100,294 105,254
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,714,831 		Click to see attachment
List of Attached Documents:
// Content
4,114,284
23 Total liabilities (add lines 17 through 22)......... 1,815,125 4,219,538
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 250,312,257 250,312,257
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 273,336,991 375,412,006
29 Total net assets or fund balances (see instructions)..... 523,649,248 625,724,263
30 Total liabilities and net assets/fund balances (see instructions). 525,464,373 629,943,801
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
523,649,248
2
Enter amount from Part I, line 27a .....................
2
101,668,665
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
672,335
4
Add lines 1, 2, and 3 ..........................
4
625,990,248
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
265,985
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
625,724,263
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 SCHWAB 9219 P 2010-01-01 2022-12-31
b FIDELITY - 7277 P 2010-01-01 2022-12-31
c FIDELITY - 0633 P 2010-01-01 2022-12-31
d FIDELITY - 9267 P 2010-01-01 2022-12-31
e GAINS/LOSSES FROM PARTNERSHIP K-1S P 2010-01-01 2022-12-31
GAIN ON EXCESS DISTRIBUTIONS OF MILLENNIUM INTL P 2010-01-01 2022-12-31
GAIN ON EXCESS DISTRIBUTIONS OF KG OFFSHORE FUND P 2010-01-01 2022-12-31
GAIN ON EXCESS DISTRIBUTIONS OF SKCP III BLUE P 2010-01-01 2022-12-31
GAIN ON EXCESS DISTRIBUTIONS OF OSAGE UNIVERSITY PARTNERS IV P 2010-01-01 2022-12-31
GAIN ON REDEPTION - CAPITAL BLOCKER Y P 2010-01-01 2022-12-31
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,754,375   3,119,941 634,434
b 41,586,597   42,445,109 -858,512
c 12,673,432   17,580,892 -4,907,460
d 4,393,212   2,994,145 1,399,067
e 2,248,210     2,248,210
3,739,870     3,739,870
93,368,383     93,368,383
1,666     1,666
15,008     15,008
465,935     465,935
76,783     76,783
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       634,434
b       -858,512
c       -4,907,460
d       1,399,067
e       2,248,210
      3,739,870
      93,368,383
      1,666
      15,008
      465,935
      76,783
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 96,183,384
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,512,371
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 1,512,371
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 1,512,371
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 450,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 200,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 650,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 862,371
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow   Refundedright arrow 11  
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 arrowN/A
14
The books are in care ofright arrowNADINE ELLERTHORPE Telephone no.right arrow (973) 984-3352

Located atright arrow777 ARTHUR GODFREY ROADMIAMI BEACHFL ZIP+4right arrow33140
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)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
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
Yes
 
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
 
No
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 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
FREDERIC POSES TRUSTEE
5.00 		0 0 0
1 GIRALDA FARMS SUITE 130
MADISON,NJ07940
NADINE ELLERTHORPE TREASURER
5.00 		0 0 0
1 GIRALDA FARMS SUITE 130
MADISON,NJ07940
R BRUCE FISHER TRUSTEE
5.00 		0 0 0
1 GIRALDA FARMS SUITE 130
MADISON,NJ07940
MICHAEL KOSNITZKY TRUSTEE
5.00 		0 0 0
1 GIRALDA FARMS SUITE 130
MADISON,NJ07940
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
POSES ADVISORY SERVICES INC INVESTMENT MANAGER 4,613,319
777 ARTHUR GODFREY RD SUITE 202
MIAMI BEACH,FL33140
HAFTAN ECKHOLDT EXEMPT ACTIVITY CONSULTANT 500,000
96 MORTON STREET FLOOR 5
NEW YORK,NY10014
PILLSBURY WINTHROP SHAW PITTMAN LLP LEGAL 169,949
31 W 52ND ST
NEW YORK,NY10019
MARINER WEALTH ADVISORS TAX AND 401(K) MANAGMENT 120,000
5700 WEST 112TH ST SUITE 500
OVERLAND PARK,KS66211
ILYA ZAIDES INVESTMENT MANAGER 50,157
ONE GIRALDA FARMS SUITE 130
MADISON,NJ07940
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 NONE 0
2  
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
0
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
702,908,487
b
Average of monthly cash balances.......................
1b
103,007,712
c
Fair market value of all other assets (see instructions)................
1c
1,630,208
d
Total (add lines 1a, b, and c).........................
1d
807,546,407
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
807,546,407
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
12,113,196
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
795,433,211
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
39,771,661
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
39,771,661
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,512,371
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,512,371
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
38,259,290
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
38,259,290
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
38,259,290
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
14,654,137
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
14,654,137
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 38,259,290
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...... 2,020,116
b From 2018......  
c From 2019......  
d From 2020...... 651,414
e From 2021......  
f Total of lines 3a through e ........ 2,671,530
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 14,654,137
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..... 14,654,137
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022. 2,671,530 2,671,530
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		20,933,623
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2017 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022....  
Form 990-PF (2022)
Form 990-PF (2022)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2022, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
FREDERIC POSES
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2022)
Form 990-PF (2022)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

350ORG

20 JAY STREET SUITE 732
BROOKLYN,NY11201 		NONE PC GENERAL 500

826NYC

372 5TH AVENUE
BROOKLYN,NY11215 		NONE PC GENERAL 1,000

92ND ST YM & YWHA

1395 LEXINGTON AVE
NEW YORK,NY10128 		NONE PC GENERAL 10,000

ACCESS REPRODUCTIVE CARE - SOUTHEAST

PO BOX 570132
ATLANTA,GA30357 		NONE PC GENERAL 1,000

ACLU FOUNDATION

125 BROAD STREET 18TH FLOOR
NEW YORK,NY10004 		NONE PC GENERAL 500

ADAM J LEWIS ACADEMY

500 STATE STREET
BRIDGEPORT,CT06604 		NONE PC GENERAL 25,000

ADOPTACLASSROOMORG

PO BOX 64078
ST PAUL,MN55164 		NONE PC GENERAL 1,000

ADVANCING EQUALITY COALITION

2929 CHICAGO AVE
MINNEAPOLIS,MN55407 		NONE PC GENERAL 1,000

ALI FORNEY CENTER

307 W 38TH ST FL 12
NEW YPRK,NY10018 		NONE PC GENERAL 1,000

ALL STAR PROJECT

543 W 42ND ST
NEW YORK,NY10036 		NONE PC GENERAL 1,000

AMYOTROPHIC LATERAL SCLEROSIS ASSOCIATION

1300 WILSON BLVD SUITE 600
ARLINGTON,VA22209 		NONE PC GENERAL 1,000

ANIMAL HAVEN

200 CENTRE ST
NEW YORK,NY10013 		NONE PC GENERAL 1,000

ANIMAL LIVES MATTER ALWAYS

1845 DOWNS ST
OCEANSIDE,CA92054 		NONE PC GENERAL 1,000

ANTIDOTE

200 E SOUTHERN AVE
APACHE JUNCTION,AZ85119 		NONE PC GENERAL 1,000

ARIZOU DBA BASTA

315 WEST 36TH STREET
NEW YORK,NY10018 		NONE PC GENERAL 500

ASPCA

520 8TH AVE
NEW YORK,NY10018 		NONE PC GENERAL 500

ASSOC OF MUSEUM CURATORS

205 LEXINGTON AVE SUITE 901
NEW YORK,NY10016 		NONE PC GENERAL 2,500

AUDRE LORDE PROJECT

85 SOUTH OXFORD ST
BROOKLYN,NY11217 		NONE PC GENERAL 500

AUTISM EVANSVILLE

BOX 8052
EVANSVILLE,IN47716 		NONE PC GENERAL 1,000

AUTISTIC WOMEN AND NONBINARY NETWORK

5100 VAN DORN ST UNIT 6633
LINCOLN,NE68506 		NONE PC GENERAL 1,000

BEAM

9942 CULVER BLVD
CULVER CITY,CA90232 		NONE PC GENERAL 1,000

BLACK GIRLS CAN

109-71
SAINT ALBANS,NY11412 		NONE PC GENERAL 2,000

BRIC ARTS MEDIA

647 FULTON ST
BROOKLYN,NY11217 		NONE PC GENERAL 1,000

BRIGID ALLIANCE

PO BOX 58
NEW YORK,NY10024 		NONE PC GENERAL 1,000

BROOKLYN ACADEMY OF MUSIC

30 LAFAYETTE AVE
BROOKLYN,NY11217 		NONE PC GENERAL 1,000

BROOKLYN ANIMAL ACTION

7TH AVE
BROOKLYN,NY11215 		NONE PC GENERAL 350

BROOKLYN BRIDGE ANIMAL WELFARE COALITION

935 PRESIDNET ST
BROOKLYN,NY11215 		NONE PC GENERAL 150

BROOKLYN COMMUNITY PRIDE CENTER

1561 BEDFORD AVE SUITE GROUND A
BROOKLYN,NY11225 		NONE PC GENERAL 1,000

BURN PREVENTION FOUNDATION

1275 GLENLIVET DR SUITE 100-628
ALLENTOWN,PA18106 		NONE PC GENERAL 1,000

CACF

50 BROAD ST 18TH FLOOR
NEW YORK,NY10004 		NONE PC GENERAL 5,000

CAMP RAMAH IN NEW ENGLAND

1206 BOSTON PROVIDENCE HIGHWAY 201
NORWOOD,MA02062 		NONE PC GENERAL 25,000

CAMPAIGN FOR HUMAN RIGHTS

1640 RHODE ISLAND AVE NW
WASHINGTON,DC20036 		NONE PC GENERAL 1,000

CANCER SUPPORT TEAM

2900 WESTCHESTER AVE 103
PURCHASE,NY10577 		NONE PC GENERAL 5,000

CATA

4615 TRANTER ST
LANSING,MI48910 		NONE PC GENERAL 60,000

CATHOLIC RELIEF SERVICES

228 WEST LEXINGTON STREET
BALTIMORE,MD21201 		NONE PC GENERAL 2,500

CENTER FOR EUROPEAN POLICY ANALYSIS

1275 PENNSYLVANIA AVE NW STE 400
WASHINGTON,DC20004 		NONE PC GENERAL 350,000

CENTRAL SYNAGOGUE

652 LEXINGTON AVE
NEW YORK,NY10022 		NONE PC GENERAL 146,800

CHILD MIND INSTITUTE

101 E 56TH ST
NEW YORK,NY10022 		NONE PC GENERAL 10,000

CHILDREN'S ATTENTION HOME

1149 EDGEMONT AVE
ROCK HILL,SC29730 		NONE PC GENERAL 1,000

CHORAL ART SOCIETY OF NJ

140 MOUNTAIN AVE
WESTFIELD,NJ07090 		NONE PC GENERAL 1,000

CLEAN AIR TASK FORCE

114 STATE ST 6TH FLOOR
BOSTON,MA02109 		NONE PC GENERAL 1,000

COLLEGE OF THE HOLY CROSS

1 COLLEGE ST
WORCESTER,MA01610 		NONE PC GENERAL 10,000

COMMUNITY FOUNDATION OF NJ

PO BOX 338
MORRISTOWN,NJ07963 		NONE PC GENERAL 500,000

CONGREGATION OF B'NAI ISRAEL

160 MILLBURN AVE
MILLBURN,NJ07041 		NONE PC GENERAL 5,000

COOL EARTH ACTION

1 HANSON PL APT 17D
BROOKLYN,NY11243 		NONE PC GENERAL 1,000

COVENANT HOUSE

461 EIGHTH AVENUE
NEW YORK,NY10001 		NONE PC GENERAL 1,000

CRISTO REY NETWORK

11 E ADAMS ST
CHICAGO,IL60603 		NONE PC GENERAL 5,000

DANA-FARBER CANCER INSTITUTE

450 BROOKLINE AVE
BOSTON,MA02215 		NONE PC GENERAL 1,000

DEPARTAMENTO DE LA COMIDA DE PUERTO RICO

PO BOX 6588
SAN JUAN,PR00914 		NONE PC GENERAL 1,000

DNA DOE PROJECT

200 S MAIN ST 130-114
SEBASTAPOL,CA95472 		NONE PC GENERAL 1,000

DRAWING CENTER

35 WOOSTER ST
NEW YORK,NY10013 		NONE PC GENERAL 175,000

EAGLE HILL SCHOOL

45 GLENVILLE RD
GREENWICH,CT06831 		NONE PC GENERAL 5,000

EAST END HOSPICE

PO BOX 1048
WESTHAMPTON BEACH,NY11978 		NONE PC GENERAL 5,000

EMELIN THEATRE FOR THE PERFORMING ARTS

153 LIBRARY LN
MAMARONECK,NY10543 		NONE PC GENERAL 1,000

EMORY UNIVERSITY

201 DOWMAN DR
ATLANTA,GA30322 		NONE PC GENERAL 1,000

EMPOWER YOLO

175 WALNUT ST
WOODLAND,CA95695 		NONE PC GENERAL 1,000

EVERYTOWN FOR GUN SAFETY SUPPORT FUND

PO BOX 3886
NEW YORK,NY10163 		NONE PC GENERAL 1,000

EYE TO EYE

1430 BROADWAY
NEW YORK,NY10018 		NONE PC GENERAL 10,000

FACIAL PAIN ASSOCIATION

7778 MCGINNIS FERRY ROAD 256
SUWANEE,GA30024 		NONE PC GENERAL 1,000

FAMILY AND COMMUNITY SERVICES

777 ARTHUR GODFREY ROAD
MIAMI BEACH,FL33140 		NONE PC GENERAL 1,000

FLATBUSH CATS

2319 NOSTRAND AVE 100015
BROOKLYN,NY11210 		NONE PC GENERAL 1,000

FOOD BANK OF CONTRA COSTA & SOLANO

2370 N WATNEY WAY
FAIRFIELD,CA94533 		NONE PC GENERAL 1,000

FOODBANK FOR NEW YORK CITY

39 BROADWAY 10TH FLOOR
NEW YORK,NY10006 		NONE PC GENERAL 1,000

FOR ANIMALS

218 5TH AVENUE
BROOKLYN,NY11215 		NONE PC GENERAL 350

FOUNDATION FOR PRADER-WILLI RESEARCH

440 N BARRANCA AVE 3620
COVINA,CA91723 		NONE PC GENERAL 1,000

FRIENDS AND FAMILY OF PS11

320 W 21ST ST
NEW YORK,NY10011 		NONE PC GENERAL 500

FRIENDS OF THE HUDSON RIVER PARK

305 7TH AVE 12TH
NEW YORK,NY10001 		NONE PC GENERAL 25,000

FRIENDS OF WESTHAMPTON AMBULANCE

3 HAZELWOOD AVE
WESTHAMPTON BEACH,NY11978 		NONE PC GENERAL 100

FROM PRISON CELLS TO PHD

26 N HIGH AVE
BALTIMORE,MD21224 		NONE PC GENERAL 1,000

GEORGETOWN UNIVERSITY

2115 WISCONSIN AVE NW STE 601
WASHINGTON,DC20007 		NONE PC GENERAL 1,000

GETTING OUT AND STAYING OUT

75 E 116TH ST
NEW YORK,NY10029 		NONE PC GENERAL 1,000

GIFT OF LIFE MARROW REGISTRY

5901 BROKEN SOUND PKWY NW STE 600
BOCA RATON,FL33487 		NONE PC GENERAL 10,000

GILDA'S CLUB WESTCHESTER

80 MAPLE AVEENUE
WHITE PLAINS,NY10601 		NONE PC GENERAL 25,000

GOOD HOME PET ADOPTIONS

751 FRANKLIN AVE
BROOKLYN,NY11238 		NONE PC GENERAL 1,000

GROOVE WITH ME

186 EAST 123RD ST 2ND FLOOR
NEW YORK,NY10035 		NONE PC GENERAL 222,500

GROUP FOR EAST END

PO BOX 1792 54895 MAIN ROAD
SOUTHOLD,NY11971 		NONE PC GENERAL 333

GROWNYC

PO BOX 2327
NEW YORK,NY10272 		NONE PC GENERAL 1,000

HAGEDORN LITTLE VILLAGE SCHOOL

750 HICKSVILLE RD
SEAFORD,NY11783 		NONE PC GENERAL 5,000

HAMPDEN NEIGHBORHOOD FOOD CUPBOARD

101 MAIN RD N
HAMPDEN,ME04444 		NONE PC GENERAL 1,000

HAPPY PAWS RESCUE

PO BOX 411
SOUTH PLAINFIELD,NJ07080 		NONE PC GENERAL 1,000

HENRY STREET SETTLEMENT

265 HENRY STREET
NEW YORK,NY10002 		NONE PC GENERAL 25,000

HETRICK-MARTIN INSTITUTE

740 BROADWAY 2 ASTOR PLACE
NEW YORK,NY10003 		NONE PC GENERAL 1,000

HOMEGROWN NATIONAL PARK

177 HUNTINGTON AVE SUITE 1703 14253
BOSTON,MA02115 		NONE PC GENERAL 1,000

HUDSON GUILD

441 W 26TH ST
NEW YORK,NY10001 		NONE PC GENERAL 500

IDEAL SCHOOL OF MANHATTAN

314 W 91ST ST
NEW YORK,NY10024 		NONE PC GENERAL 15,000

INSPIRICA

141 FRANKLIN ST
STAMFORD,CT06901 		NONE PC GENERAL 1,000

IYENGAR YOGA ASSOCIATION OF GREATER NY

227 W 13TH ST 2ND FLOOR
NEW YORK,NY10011 		NONE PC GENERAL 1,000

JED FOUNDATION

1140 BROADWAY SUITE 803
NEW YORK,NY10001 		NONE PC GENERAL 236,000

JOB PATH

256 W 38TH STREET 2
NEW YORK,NY10018 		NONE PC GENERAL 25,000

JUVENILE DIABETES RESEARCH FOUNDATION

200 VESEY STREET 28TH FLOOR
NEW YORK,NY10281 		NONE PC GENERAL 1,000

KAPPA EPSILON ZETA SCHOLARSHIP FUND

3010 EASTCHESTER ROAD SUITE 709
BRONX,NY10469 		NONE PC GENERAL 1,000

LAKE HOPATCONG FOUNDATION

37 NOLANS POINT PARK ROAD
LAKE HOPATCONG,NJ07849 		NONE PC GENERAL 1,000

LAKE TRAVIS CRISIS MINITRIES

107 RANCH RD 620 S 114
LAKEWAY,TX78734 		NONE PC GENERAL 1,000

LEAVES FROM STELLA

10926 QUALITY DR 39504
CHARLOTTE,NC28278 		NONE PC GENERAL 1,000

LEE PESKY LEARNING CENTER

3324 ELDER STREET
BOISE,ID83705 		NONE PC GENERAL 10,000

LITTLE WANDERERS NYC

16 WEST 77 STREET 1EE
NEW YORK,NY10024 		NONE PC GENERAL 1,000

LOVE146

PO BOX 8266
NEW HAVEN,CT06530 		NONE PC GENERAL 1,000

LOWER EAST SIDE GIRLS CLUB OF NEW YORK

402 E 8TH ST
NEW YORK,NY10009 		NONE PC GENERAL 1,000

MAKE A DIFFERENCE

PO BOX 1941
SUWANEE,GA30024 		NONE PC GENERAL 1,000

MAKE THE ROAD NY

301 GROVE ST
BROOKLYN,NY11237 		NONE PC GENERAL 500

MAKE-A-WISH FOUNDATION

1111 MARCUS AVENUE SUITE LL22
LAKE SUCCESS,NY11042 		NONE PC GENERAL 1,000

MATAN

520 EIGHTH AVENUE 15TH FLOOR
NEW YORK,NY10018 		NONE PC GENERAL 20,000

MATHENY MEDICAL & EDUCATIONAL CENTER

65 HIGHLAND AVE
PEAPACK,NJ07977 		NONE PC GENERAL 25,000

MEMORIAL SLOAN KETTERING

1275 YORK AVENUE
NEW YORK,NY10065 		NONE PC GENERAL 1,000

MESA CHARTER HIGH SCHOOL

231 PALMETTO ST
BROOKLYN,NY11221 		NONE PC GENERAL 1,000

METRO FLOOD DEFENSE

262 MARLBOROUGH RD
BROOKLYN,NY11226 		NONE PC GENERAL 1,333

MIGHTY MUTTS

PO BOX 140139
BROOKLYN,NY11214 		NONE PC GENERAL 500

MILWAUKEE COMMUNITY SAILING CENTER

1450 N LINCOLN MEMORIAL DR
MILWAUKEE,WI53202 		NONE PC GENERAL 1,000

MOMS FOR MOMS

68 34TH ST SUITE B540
BROOKLYN,NY11232 		NONE PC GENERAL 1,000

MOUNT SINAI HEALTH SYSTEM

ONE GUSTAVE L LEVY PLACE
NEW YORK,NY10029 		NONE PC GENERAL 25,000

MOUNT SINAI MEDICAL CENTER FOUNDATION

ONE GUSTAVE L LEVY PLACE
NEW YORK,NY10029 		NONE PC GENERAL 150,000

MOVEMBER FOUNDATION

PO BOX 2040
SANTA MONICA,CA90406 		NONE PC GENERAL 1,000

MOVING FORWARD

27 W ANAPAMU ST
SANTA BARBARA,CA93101 		NONE PC GENERAL 15,000

MR BONES & COMPANY

1123 BROADWAY NO 1003
NEW YORK,NY10010 		NONE PC GENERAL 500

MUSEUM OF JEWISH HERITAGE

36 BATTERY PL
NEW YORK,NY10280 		NONE PC GENERAL 500

MY SISTERS PLACE

221 MAIN STREET 4TH FLR
HARTFORD,CT06106 		NONE PC GENERAL 10,000

NAACP LEGAL DEFENSE & EDUCATION FUND

40 RECTOR STREET
NEW YORK,NY10006 		NONE PC GENERAL 1,000

NATIONAL CENTER FOR LEARNING DISABILITIES - NCLD

381 PARK AVENUE SOUTH
NEW YORK,NY10016 		NONE PC GENERAL 10,000

NATIONAL CENTER FOR TRANSGENDER EQUALITY

1032 15TH ST NW SUITE 199
WASHINGTON,DC20005 		NONE PC GENERAL 1,000

NATIONAL NETWORK OF ABORTION FUNDS

PO BOX 684949
AUSTIN,TX78768 		NONE PC GENERAL 833

NATIONAL WOMEN'S HEALTH NETWORK

1413 K ST NW
WASHINGTON,DC20005 		NONE PC GENERAL 1,000

NEW AMSTERDAM SCHOOL

62 AVE B
NEW YORK,NY10009 		NONE PC GENERAL 500

NEW JERSEY SEEDS

494 BROAD STREET SUITE 105
NEWARK,NJ07102 		NONE PC GENERAL 1,000

NEW MUSEUM

235 BOWERY
NEW YORK,NY10002 		NONE PC GENERAL 42,500

NEW VISIONS FOR PUBLIC SCHOOLS

205 EAST 42ND STREET 4TH FLOOR
NEW YORK,NY10017 		NONE PC GENERAL 100,000

NEW YORK PRESBYTERIAN FUND INC

525 E 68TH STREET
NEW YORK,NY10065 		NONE PC GENERAL 250,000

NEW YORK RESTORATION PROJECT

254 W 31ST STREET 10TH FLOOR
NEW YORK,NY10001 		NONE PC GENERAL 50,000

NEWARK COMMUNITY STREET TEAM

915 S 16TH ST
NEWARK,NJ07108 		NONE PC GENERAL 3,000

NO DOGS LEFT BEHIND

1734 NY-68
CANTON,NY13617 		NONE PC GENERAL 1,000

NY PRESBYTERIAN AND WEILL CORNELL MED

38 6TH AVE 3RD FLOOR
BROOKLYN,NY11217 		NONE PC GENERAL 1,000

NYU FACES

25 WEST FOURTH STREET
NEW YORK,NY100121119 		NONE PC GENERAL 101,000

OIL BELT LITTLE LEAGUE

3910 CLIFF CRENSHAW ST
CORPUS CHRISTI,TX78410 		NONE PC GENERAL 750

OLATHE PUBLIC SCHOOLS FOUNDATION

300 E LOULA ST
OLATHE,KS66061 		NONE PC GENERAL 1,000

ORATORIO SOCIETY OF NJ

115 INWOOD AVENUE
MONTCLAIR,NJ07043 		NONE PC GENERAL 1,000

PAROLE PREPARATION PROJECT

168 CANAL ST
NEW YORK,NY10013 		NONE PC GENERAL 1,000

PARTNERSHIP FOR PUBLIC SERVICE

600 14TH ST NW STE 600
WASHINGTON,DC20005 		NONE PC GENERAL 200,000

PASE

120 BROADWAY SUITE 230
NEW YORK,NY10271 		NONE PC GENERAL 500,000

PCOS CHALLENGE

931 MONROE DR NE SUITE A-470
ATLANTA,GA30308 		NONE PC GENERAL 500

PERFORMA

100 WEST 23RD STREET
NEW YORK,NY10011 		NONE PC GENERAL 20,000

PFLAG NYC

130 E 25TH ST M1
NEW YORK,NY10010 		NONE PC GENERAL 1,000

PLANNED PARENTHOOD FEDERATION OF AMERICA

123 WILLIAMS STREET 10TH FLOOR
NEW YORK,NY10038 		NONE PC GENERAL 4,000

PLANNED PARENTHOOD KEYSTONE

610 LOUIS DR SUITE 300
WARMINSTER,PA18974 		NONE PC GENERAL 1,000

PLANNED PARENTHOOD OF NEW YORK CITY

26 BLEEKER ST
NEW YORK,NY10012 		NONE PC GENERAL 1,586

PLANNED PARENTHOOD OF NO CENTRAL STATES

671 VANDALIA ST
SAINT PAUL,MN55114 		NONE PC GENERAL 1,000

POINT FOUNDATION

25 FARMSTEAD LANE
WATER MILL,NY11976 		NONE PC GENERAL 201,000

POSITIVE TAILS

PO BOX 27192
BROOKLYN,NY11202 		NONE PC GENERAL 2,000

PRATHAM USA

9703 RICHMOND AVE
HOUSTON,TX77042 		NONE PC GENERAL 20,000

PREBLE STREET

55 PORTLAND STREET
PORTLAND,ME04101 		NONE PC GENERAL 1,500

PROJECT ALS

2585 BROADWAY SUITE 202
NEW YORK,NY10025 		NONE PC GENERAL 1,000

PROJECT RENEWAL

200 VARICK STREET
NEW YORK,NY10014 		NONE PC GENERAL 100,000

RAICES

460 ATLANTIC AVENUE
BROOKLYN,NY11217 		NONE PC GENERAL 1,000

REGIONAL FOOD BANK OF NE NEW YORK

965 ALBANY SHAKER ROAD
LATHAM,NY12110 		NONE PC GENERAL 1,000

RESTORE NYC

PO BOX 1003 BOWLING GREEN STATION
NEW YORK,NY10274 		NONE PC GENERAL 1,000

RIVERVIEW SCHOOL

1-50 51ST AVENUE
LONG ISLAND CITY,NY11101 		NONE PC GENERAL 345,000

SAN FRANCISCO FOOD BANK

900 PENNSYLVANIA AVE
SAN FRANCISCO,CA94107 		NONE PC GENERAL 1,000

SANCTUARY FOR FAMILIES

P O BOX 1406 WALL STREET STATION
NEW YORK,NY10268 		NONE PC GENERAL 25,000

SAVE THE CHILDREN

501 KINGS HWY E - SUITE 400
FAIRFIELD,CT06825 		NONE PC GENERAL 1,022

SEATTLE PHILHARMONIC ORCHESTRA

3518 FREMONT AVE N 179
SEATTLE,WA98103 		NONE PC GENERAL 1,000

SERVICES FOR THE UNDERSERVED

463 7TH AVE 17TH FLOOR
NEW YORK,NY10018 		NONE PC GENERAL 25,000

SF GLENS JUNIOR SOCCER ASSOCIATION

2521 JUDAH ST
SAN FRANCISCO,CA94122 		NONE PC GENERAL 1,027

SHARE OUR STRENGTH

1030 15TH STREET NW
WASHINGTON,DC20005 		NONE PC GENERAL 25,000

SHEFA SCHOOL

40 E 29TH STREET
NEW YORK,NY10016 		NONE PC GENERAL 300,000

SPECIAL OLYMPICS MASSACHUSETTS

512 FOREST STREET
MARLBOROUGH,MA01752 		NONE PC GENERAL 10,000

SPECIAL OLYMPICS OF NEW YORK

94 NEW KARNER ROAD SUITE 208
ALBANY,NY12203 		NONE PC GENERAL 1,000

SPLIT THIS ROCK

1301 CONNECTICUT AVENUE NW
WASHINGTON,DC20036 		NONE PC GENERAL 1,000

ST AUGUSTINE'S CHURCH

45 HENDERSON ROAD
KENDALL PARK,NJ08824 		NONE PC GENERAL 5,000

ST HUBERTS GIRALDA

575 WOODLAND AVE PO BOX 159
MADISON,NJ07940 		NONE PC GENERAL 1,000

ST JUDE'S CHILDREN'S RESEARCH HOSPITAL

262 DANNY THOMAS PLACE
MEMPHIS,TN38105 		NONE PC GENERAL 8,000

STONE BARNS CENTER FOR FOOD & AGRICULTURE

144 WEST 125TH STREET
NEW YORK,NY10027 		NONE PC GENERAL 1,000

SUSIE'S SENIOR DOGS

PO BOX 20334
NEW YORK,NY10011 		NONE PC GENERAL 500

TALLER SALUD

PR 187 SECTOR KM 242
LOIZA,PR00772 		NONE PC GENERAL 500

TEMPLE BETH SHOLOM

5995 N WICKHAM RD
MELBOURNE,FL32940 		NONE PC GENERAL 18,425

TEXAS EQUUSEARCH

PO BOX 395
DICKINSON,TX77539 		NONE PC GENERAL 1,000

TEXAS STATE AQUARIUM

2710 N SHORELINE BLVD
CORPUS CHRISTI,TX78402 		NONE PC GENERAL 250

THE BAIL PROJECT

PO BOX 102592
PASADENA,CA91189 		NONE PC GENERAL 1,000

THE INNOCENCE PROJECT

40 WORTH ST SUITE 701
NEW YORK,NY10013 		NONE PC GENERAL 1,500

THE SYLVIA CENTER

2417 THIRD AVE SUITE 301
BRONX,NY10451 		NONE PC GENERAL 35,000

THE TREVOR PROJECT

PO BOX 69232
WEST HOLLYWOOD,CA90069 		NONE PC GENERAL 1,000

TININA Q CADE FOUNDATION

10211 S DOLFIELD RD
OWINGS MILLS,MD21117 		NONE PC GENERAL 1,000

TRUST FOR PUBLLIC LAND

632 BROADWAY SUITE 902
NEW YORK,NY10012 		NONE PC GENERAL 1,000

TRUSTEES OF THE UNIVERSITY OF PENN

801 SPRUCE STREET
PHILADELPHIA,PA19107 		NONE PC GENERAL 5,000

UNDERSTOOD FOR ALL INC

96 MORTON STREET FLOOR 5
NEW YORK,NY10014 		NONE PC GENERAL 9,071,260

UNDERSTOODORG USA LLC

96 MORTON STREET FLOOR 5
NEW YORK,NY10014 		NONE PC GENERAL 11,000

UPCHIEVE

150 COURT STREET FLOOR 2
BROOKLYN,NY11201 		NONE PC GENERAL 1,000

VARIOUS PARTNERSHIP K-1 DONATIONS

777 ARTHUR GODFREY ROAD
MIAMI BEACH,FL33140 		NONE PC GENERAL 2,686

WATERORG

PO BOX 7410928
CHICAGO,IL60674 		NONE PC GENERAL 1,000

WESTHAMPTON BEACH PERFORMING ARTS CENTER

76 MAIN STREET
WESTHAMPTON BEACH,NY11978 		NONE PC GENERAL 5,000

WFUV

441 E FORDHAM ROAD
BRONX,NY10458 		NONE PC GENERAL 50

WHITNEY MUSEUM OF AMERICAN ART

99 GANSEVOORT STREET
NEW YORK,NY10014 		NONE PC GENERAL 567,500

WILD BIRD FUND

565 COLUMBUS AVE
NEW YORK,NY10024 		NONE PC GENERAL 100

WORLD CENTRAL KITCHEN INC

200 MASSACHUSETTS AVE NW 7TH FLOOR
WASHINGTON,DC20001 		NONE PC GENERAL 2,500

YONGEY FOUNDATION

PO BOX 770630
STEAMBOAT SPRINGS,CO80477 		NONE PC GENERAL 1,000

YORK STREET PROJECT

89 YORK ST
JERSEY CITY,NJ07302 		NONE PC GENERAL 1,000

YOUNG CENTER FOR IMMIGRANT CHILDREN'S RIGHTS

2245 SOUTH MICHIGAN AVE SUITE 301
CHICAGO,IL60616 		NONE PC GENERAL 1,000
Total .................................right arrow 3a 14,380,905
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 4,377,365  
4 Dividends and interest from securities ....     14 15,909,935  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 79,950  
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 709,955  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    01 97,673,229  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory 900003        
11 Other revenue:
aUBTI FROM PARTNERSHIPS 		         
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 118,750,434 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
118,750,434
(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.)
8 SALE OF REAL ESTATE OWNED BY THE FOUNDATION WHERE IT CONDUCTED OPERATIONS
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
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
Name of the organization
THE POSES FAMILY FOUNDATION
 
Employer identification number

20-6375470
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2022)
Schedule B (Form 990) (2022) Page 2
Name of organization
THE POSES FAMILY FOUNDATION
  		Employer identification number
20-6375470
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
FREDERIC POSES
1758 W 28TH STREET
 
MIAMI BEACH, FL33140

$ 5,580,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
FREDERIC POSES
1758 W 28TH STREET
 
MIAMI BEACH, FL33140

$ 1,177,907


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 3
Name of organization
THE POSES FAMILY FOUNDATION
  		Employer identification number

20-6375470
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 11,200 SHARES OF EXXON COMMON STOCK - BASIS OF $69.195 - TOTAL BASIS OF $774,985 $ 1,177,907 2022-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 4
Name of organization
THE POSES FAMILY FOUNDATION
  		Employer identification number

20-6375470
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2022)
Additional Data


Software ID:  
Software Version:  

TY 2022 AccountingFeesSchedule
Name:
THE POSES FAMILY FOUNDATION
EIN:
20-6375470
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING, TAX & RECORDKEEPING 139,406 69,703   69,703

TY 2022 AllOthProgRltdInvestmentsSch
Name:
THE POSES FAMILY FOUNDATION
EIN:
20-6375470
Category Amount
NONE 0

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

TY 2022 GainLossSaleOtherAssetsSch
Name:
THE POSES FAMILY FOUNDATION
EIN:
20-6375470
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
145 HUDSON ST CO-OP   PURCHASED     4,500,000   COST 55,865 1,499,886 913,892
DISPOSTION OF FURNITURE AND EQUIPMENT   PURCHASED         COST 0 -10,041 241,616

TY 2022 InvestmentsCorpStockSchedule
Name:
THE POSES FAMILY FOUNDATION
EIN:
20-6375470
Name of Stock End of Year Book Value End of Year Fair Market Value
BOOK TAX APPRECIATION ON DONATIONS 109,723,899 0
ABBVIE INC 127,922 662,601
ALPHABET INC CAP STK CL C 1,598,866 2,566,072
ALPHABET INC CAP STK CL A 100,996 705,840
AMAZON.COM INC 1,061,023 688,800
APPLE COMPUTER INC 201,167 2,182,824
BANK OF AMERICA CORP 1,253,861 1,505,304
BERSHIRE HATHAWAY INC COM 6,128,107 8,649,200
BOEING CO COM 229,601 304,784
BRISTOL MYERS SQUIBB 1,233,448 2,662,150
BROADMARK RLTY CAP INC COM 5,884,501 2,035,031
COCA COLA CO 651,226 909,623
DUKE ENERGY CORP NEW COM NEW 1,001,196 1,208,794
EXXON MOBIL CORP 774,985 1,235,360
HOME DEPOT INC 1,000,760 1,268,494
JOHNSON & JOHNSON 186,360 529,950
MPLX LP COM UNIT REP LTD 4,956,020 4,728,960
MERCK & CO 2,811,777 5,769,400
PROCTER AND GAMBLE CO COM 644,330 1,076,076
SONOCO PRODS CO 249,600 503,893
WASTE MANAGEMENT INC 869,598 4,314,200
INVESCO EXCHANGE TRADED FD TR 1,250,165 1,724,800
ISHARES TR U.S. MED DVC ETF 1,000,485 1,195,126
UTILITIES SELECT SECTOR SPDR FUND 1,000,201 1,201,179
FIDELITY SELECT HEALTH CARE 1,838,639 1,683,978
JANUS HENDERSON GLOB TECH & INNOV I 1,313,897 958,709
FIMM GOVERNMENT PORTFOLIO: CLASS I 223,091 223,091
HANNON ARMSTRONG SUSTAINABLE INFL COM 859,432 1,246,140
BLACKSTONE MORTGAGE TRU-CL A 3,033,556 1,905,300
JOHNSON CONTROLS INTERNATIONAL PLC 4,080,500 3,840,000
AMAZON.COM INC 4,200,338 2,688,000
APPLE INC 5,003,065 5,186,416
CHEVRON CORP NEW COM 3,822,967 6,537,923
DISNEY WALT CO COM 9,218,351 6,429,120
META PLATFORMS INC CLASS A COMMON 5,221,321 4,139,696
GOLDMAN SACHS GROUP INC 2,088,214 2,060,280
JPMORGAN CHASE & CO 2,560,897 3,607,290
ELI LILLY AND CO 1,158,116 11,858,338
UNITED PARCEL SERVICE 1,994,553 1,721,016
VISA INC 1,988,494 1,994,496
BERSHIRE HATHAWAY INC B NEW 3,252,011 7,839,264
BROOKFIELD CORP CLASS A FMRLY ASSET MNGMT FUND 3,562,468 7,250,157
BROOKFIELD REINSURANCE 65,900 40,427
THE CHARLES SCHWAB CORP 1,784,472 8,372,126
LIBERTY BROADBAND CORPORATION 5,816,034 5,722,309
PATRIOT CASTLE BANCORP 782,686 782,686
SK TITAN LP/ASCEND 32,241,007 59,011,714

TY 2022 InvestmentsGovtObligationsSch
Name:
THE POSES FAMILY FOUNDATION
EIN:
20-6375470
US Government Securities - End of Year Book Value:

94,538,657
US Government Securities - End of Year Fair Market Value:

94,191,934
State & Local Government Securities - End of Year Book Value:


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


0


TY 2022 InvestmentsOtherSchedule2
Name:
THE POSES FAMILY FOUNDATION
EIN:
20-6375470
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
JDS THERAPEUTICS - NOTE RECEIVABLE AT COST 17,600,000 17,600,000
ARTWORK AT COST 1,630,208 1,630,208
AG CREDIT SOLUTIONS II LP AT COST 3,550,166 5,055,013
AG CS HOLDING FUND LP AT COST 12,155,643 9,599,543
AG DIRECT LENDING FUND IV, LP AT COST 7,892,017 9,278,997
AG NET LEASE REALTY FUND II AT COST 498,932 2,720
AG REALTY FUND XI AT COST 672,189 1,000,000
AG REALTY VALUE FUND X AT COST 6,514,669 7,565,724
ALCOVA CAPITAL YIELD PREMIUM FUND LP AT COST 5,238,075 4,965,745
ALCOVA EQUITY LLC TREVOSE PA SERIES AT COST 4,406,885 5,000,000
BAIN CAPITAL DSS - 19 AT COST 4,373,463 5,887,902
BLANKET, INC. AT COST 50,000 50,000
BLOCKCHANGE VENTURES III LP AT COST 3,134,808 4,105,031
CASTLE PEAK FUND I AT COST 6,427,057 6,014,964
CASTLE PEAK HOLDINGS LLC AT COST 50,000 50,000
CASTLE PEAK HOLDINGS QOZ FUND LLC AT COST 1,626,003 1,551,333
CASTLE PEAK TRAILBORN HOSPITALITY LLC AT COST 539,667 550,000
CERBERUS OFFSHORE LEVERAGED LOAN OPP FUND II AT COST 618,123 1,319,939
CERBERUS OFFSHORE LEVERAGED LOAN OPP FUND IV AT COST 4,244,929 7,155,155
DAIVERGENT INC AT COST 500,000 500,000
DIFFERENCE PARTNERS FUND I AT COST 7,210,949 9,800,982
GARMARK SBIC FUND AT COST 10,688,555 6,241,728
GARMARK SBIC II FUND AT COST 4,586,047 4,243,768
GEMS FUND 5 INTERNATIONAL LP AT COST 2,411,797 3,280,873
GOALLY INC AT COST 629,199 600,000
GOLUB CAPITAL PARTNERS INTERNATIONAL 11 LP AT COST 4,865,908 7,437,500
GOLUB CAPITAL PARTNERS INTERNATIONAL 12 LP AT COST 7,502,889 9,000,000
GOLUB CAPITAL PARTNERS INTERNATIONAL 14 LP AT COST 3,683,198 4,000,000
GOLUB CAPITAL PARTNERS INTL ROLLOVER FUND 2 LP AT COST 6,050,962 13,125,000
H SQUARED HOLDINGS PARTNERS AT COST 58,922,836 58,922,836
HPS OFFSHORE MEZZANINE PARTNERS 2019 LP AT COST 6,207,925 6,538,976
HPS STRATEGIC INVESTMENT PARTNERS V AT COST 2,400,305 1,819,489
HUMAN VENTURES FUND I, LP AT COST 3,354,465 5,532,462
JAYNE B COMPANY AT COST 349,999 349,999
JDS THERAPEUTICS. LLC AT COST 3,911,911 31,700,000
JOSHIN INC AT COST 250,000 250,000
JUNIPER SOLUTIONS AT COST 100,000 100,000
KG EUROPEAN OPPORTUNITY FUND LP - SERIES A AT COST 7,924,050 4,097,932
KG EUROPEAN OPPORTUNITY FUND LP - SERIES B AT COST 0 2,362,243
KG SPECIAL OPPORTUNITIES FUND LP AT COST 35,106 898
LCP IX (OFFSHORE), LP AT COST 6,068,067 9,721,636
LINCOLNSHIRE EQUITY FUND V-A LP AT COST 2,504,852 4,387,103
MAKENA CAPITAL SPLITTER X AT COST 8,759,399 7,404,495
MAKENA ENDOWMENT FUND CAPITAL BLOCKER Y AT COST 0 1,239,600
MAVEN CLINIC (FKA BRIGHT PARENTING) AT COST 100,000 200,000
MU VENTURES LP AT COST 100,000 100,000
NOTVC'S LP-1 AT COST 350,000 350,000
OSAGE UNIVERSITY PARTNERS I LP AT COST 635,114 896,713
OSAGE UNIVERSITY PARTNERS II LP AT COST 1,806,860 2,075,932
OSAGE UNIVERSITY PARTNERS III LP AT COST 1,478,242 2,005,044
OSAGE UNIVERSITY PARTNERS IV LP AT COST 0 100,000
OSAGE VENTURE PARTNERS III LP AT COST 783,881 2,332,797
OSAGE VENTURE PARTNERS V LP AT COST 2,571,956 3,690,064
PHIFUND LP AT COST 2,527,219 2,664,694
PLANET 9 STUDIOS AT COST 16,983,500 16,970,000
POSITIVE DEVELOPMENT INC AT COST 99,999 99,999
SHRUG II LP (ANGELLIST) AT COST 83,202 220,000
SK CAPITAL PARTNERS III AT COST 286,059 1,858,884
SUPERGREAT (HUDDLE LABS, INC.) AT COST 25,000 50,000
TOURBILLON GLOBAL EQUITIES, LTD AT COST 1,677,385 1,677,385
TQ VENTURES III EARLY LP AT COST 137,539 263,061
TQ VENTURES III GROWTH LP AT COST 416,152 820,438
WARANA 2023 OFFSHORE FUND LP AT COST 0 2,000,000
WARANA CO-INVESTMENT FUND II OFFSHORE LP AT COST 0 3,000,000
WARANA SP OFFSHORE FUND SPC - 2019 AT COST 8,199,000 4,426,116
WARANA SP OFFSHORE FUND SPC - 2021 (PACKABLE/HTPA) AT COST 7,500,000 7,500,000
WARANA SP OFFSHORE FUND SPC 2021 AT COST 0 12,233,372
ZIGG CAPITAL I LP AT COST 4,453,597 13,230,000
ZIGG CAPITAL II LP AT COST 4,310,453 6,097,000
ZIGG SPR OPPORTUNITY I, LP AT COST 5,002,194 4,833,412

TY 2022 LegalFeesSchedule
Name:
THE POSES FAMILY FOUNDATION
EIN:
20-6375470
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 178,215 35,643   142,572


TY 2022 OtherAssetsSchedule
Name:
THE POSES FAMILY FOUNDATION
EIN:
20-6375470
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DEPOSITS / AP OP - OTHER ASSETS 16,265    
FUNDS IN TRANSIT 55,488 50,401  


TY 2022 OtherDecreasesSchedule
Name:
THE POSES FAMILY FOUNDATION
EIN:
20-6375470
Description Amount
PARTNERSHIP - NON TAX ADJUSTMENTS OF BASIS 265,985


TY 2022 OtherExpensesSchedule
Name:
THE POSES FAMILY FOUNDATION
EIN:
20-6375470
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AG CS HOLDING FUND K-1 3,688 3,688   0
AG NET LEASE REALTY FUND II LP K1 261 261   0
AG REALTY VALUE FUND X, LP 56,137 56,137   0
AG REALTY VALUE FUND XI, LP 29,391 29,391   0
BLOCKCHANGE VENTURES III K-1 (SERIES 2) 18,589 18,589   0
BLOCKCHANGE VENTURES III K-1 (SERIES 4) 11,001 11,001   0
DIFFERENCE PARTNERS I LP 193,319 193,319   0
DUES / SUBSCRIPTIONS / COPIES /DUPLICATING 2,441 1,221   1,220
GARMARK SBIC II - K-1 31,858 31,858   0
GARMARK SBIC K-1 65,841 65,841   0
H SQUARED HOLDINGS PARTNERS LP 450,745 450,745   0
HPS OFFSHORE MEZZANINE PARTNERS 2019 K-1 14,315 14,315   0
HPS OFFSHORE STRATEGIC INVESTMENT PTRS V K-1 4,047 4,047   0
HUMAN RESOURCE EXPENSES 16,880 8,440   8,440
HUMAN VENTURES FUND I K-1 17,303 17,303   0
INSURANCE 16,703 8,352   8,351
JDS THERAPEUTICS LLC 206,790 206,790   0
KG EUROPEAN OPPORTUNITY FUND K1 234,713 234,713   0
KG SPECIAL OPPORTUNITIES FUND K1 3,618 3,618   0
LINCOLNSHIRE EQUITY FUND V-A K-1 3,450 3,450   0
MAKENA CAPITAL SPLITTER X LP K1 323,557 323,557   0
MISCELLANEOUS EXPENSES 3,241 1,621   1,620
NON DEDUCTIBLE K-1 EXPENSES 9,580 0   0
OFFICE EXPENSE 4,396 2,198   2,198
OSAGE UNIVERSITY PARTNERS I LP 1,076 1,076   0
OSAGE UNIVERSITY PARTNERS II LP 44,767 44,767   0
OSAGE UNIVERSITY PARTNERS III LP 59,697 59,697   0
OSAGE UNIVERSITY PARTNERS IV LP 14,174 14,174   0
OSAGE VENTURE PARTNERS III LP K1 23,313 23,313   0
OSAGE VENTURE PARTNERS V LP K1 127,079 127,079   0
PHIFUND LP 127,728 127,728   0
POSTAGE AND DELIVERY 3,955 1,978   1,977
SHRUG II K-1 189 189   0
SK CAPITAL PARTNERS III LP K1 18,485 18,485   0
SK TITAN K1 6,833 6,833   0
SKCP III ANGEL AIV LP K1 328 328   0
SKCP III BLUE AIV LP K-1 544 544   0
SKCP III GLADES AIV LP K1 230 230   0
SKCP III GROUNDHOG AIV K-1 240 240   0
TQ VENTURES III EARLY LP 62,472 62,472   0
TQ VENTURES III GROWTH LP 183,848 183,848   0
TRAILBORN HOSPITALITY LLC K-1 2,647 2,647   0
ZIGG CAPITAL II K1 186,336 186,336   0
ZIGG CAPITAL I K1 110,186 110,186   0
ZIGG SPR OPPORTUNITY I LLC - K-1 2,043 2,043   0


TY 2022 OtherIncomeSchedule2
Name:
THE POSES FAMILY FOUNDATION
EIN:
20-6375470
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
AG CS HOLDING FUND LP 527,393 527,393 527,393
AG REALTY VALUE FUND X LP K-1 138,112 138,112 138,112
AG REALTY VALUE FUND XI LP K-1 -1,507 -1,507 -1,507
FIDELITY 9267 - LIEU OF DIVIDENDS 48 48 48
MAKENA CAPITAL SPLITTER - ROYALTIES 23,402 23,402 23,402
MAKENA CAPITAL SPLITTER X 22,507 22,507 22,507


TY 2022 OtherIncreasesSchedule
Name:
THE POSES FAMILY FOUNDATION
EIN:
20-6375470
Description Amount
DIFFERENCE TAX/BOOK COST OF SECURITIES DONATED 402,922
NON-DIVIDEND DISTRIBUTIONS 269,413


TY 2022 OtherLiabilitiesSchedule
Name:
THE POSES FAMILY FOUNDATION
EIN:
20-6375470
Description Beginning of Year - Book Value End of Year - Book Value
SECURITY DEPOSITS 24,150 0
REIMBURSABLE EXPENSES 323 0
CALLS / PUTS 705,491 2,767,476
PARTNERSHIPS WITH NEGATIVE CAPITAL BALANCES 984,867 1,344,394
CREDIT CARDS PAYBALE 0 2,414


TY 2022 OtherProfessionalFeesSchedule
Name:
THE POSES FAMILY FOUNDATION
EIN:
20-6375470
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 5,163,451 5,163,451   0
IT SERVICES 1,240 620   620
OTHER PROFESSIONAL FEES 7,240 7,240   0


TY 2022 TaxesSchedule
Name:
THE POSES FAMILY FOUNDATION
EIN:
20-6375470
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID 30,176 30,176   0
EXCSIE TAX PAYMENTS 923,872 0   0
OTHER MISCELLANEOUS TAXES 3,160 3,160   0