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 TREETOPS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)BAKER TILLY 66 HUDSON BLVD E 2200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10001
A Employer identification number

13-4093466
B Telephone number (see instructions)

(212) 697-6900
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$16,384,214J 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) 60,623
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 255,597 255,597  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,123,514
b Gross sales price for all assets on line 6a 4,488,677
7 Capital gain net income (from Part IV, line 2)... 1,123,514
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
0 -433,318  
12 Total. Add lines 1 through 11........ 1,439,734 945,793  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
80,616 0   80,616
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
166,845 46,845   120,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
78,450 6,450   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 15,047 0   15,047
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
24,326 22,434   1,477
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 365,284 75,729   217,140
25 Contributions, gifts, grants paid....... 1,891,599 1,891,599
26 Total expenses and disbursements. Add lines 24 and 25 2,256,883 75,729   2,108,739
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -817,149
b Net investment income (if negative, enter -0-) 870,064
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 450,668 1,050,894 1,050,894
3 Accounts receivable right arrow36,418
Less: allowance for doubtful accounts right arrow   140,250 36,418 36,418
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 8,081,172 Click to see attachment
List of Attached Documents:
// Content
7,403,984 		9,996,291
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).......... 5,231,894 Click to see attachment
List of Attached Documents:
// Content
4,712,405 		5,300,611
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,903,984 13,203,701 16,384,214
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
193,670 		Click to see attachment
List of Attached Documents:
// Content
211,607
23 Total liabilities (add lines 17 through 22)......... 193,670 211,607
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 13,710,314 12,992,094
29 Total net assets or fund balances (see instructions)..... 13,710,314 12,992,094
30 Total liabilities and net assets/fund balances (see instructions). 13,903,984 13,203,701
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
13,710,314
2
Enter amount from Part I, line 27a .....................
2
-817,149
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
98,929
4
Add lines 1, 2, and 3 ..........................
4
12,992,094
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
12,992,094
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 DILATION PARTNERS L.P. - SECTION 1256 GAIN P   2022-12-31
b RIVER PARTNERS 2007-AF07, LLC - SECTION 1256 LOSS P   2022-12-31
c RIVER PARTNERS 2006-AF06, LLC - SECTION 1231 GAIN P   2022-12-31
d RIVER PARTNERS 2007-AF07, LLC - SECTION 1231 GAIN P   2022-12-31
e RIVER PARTNERS 2005-NCH2, LLC - SECTION 1231 LOSS P   2022-12-31
TRILANTIC CAPITAL PARTNERS VI ( NORTH AMERICA) L.P.- SECTION 1231 LOSS P   2022-12-31
TINICUM PARALLEL LP - SECTION 1231 GAIN P   2022-12-31
RIVER PARTNERS 2002-NCH, LLC - SECTION 1231 LOSS P   2022-12-31
BGT INVESTOR LLC - SECTION 1231 LOSS P   2022-12-31
RIVER PARTNERS 2001-BBI, LLC P   2022-12-31
TRILANTIC CAPITAL PARTNERS VI (NORTH AMERICA) L.P. P   2022-12-31
DILATION PARTNERS L.P. P   2022-12-31
RIVER PARTNERS 2001-BBI, LLC P   2022-12-31
RIVER PARTNERS 2002-NCH, LLC P   2022-12-31
RIVER PARTNERS 2003-NEA, LP P   2022-12-31
RIVER PARTNERS 2004-CCH, LLC P   2022-12-31
RIVER PARTNERS 2006-AF06, LLC P   2022-12-31
RIVER PARTNERS 2006-LS, LLC P   2022-12-31
RIVER PARTNERS 2006-OLIF, LLC P   2022-12-31
RIVER PARTNERS 2007-AF07, LLC P   2022-12-31
RIVER PARTNERS 2007-AP, LLC P   2022-12-31
RIVER PARTNERS 2007-HPC, LLC P   2022-12-31
LHC LP P   2022-12-31
ACQUISITION FUND FOUR L.P. P   2022-12-31
OVERSEAS ACQUISITION FUND TWO, L.P. P   2022-12-31
BGT INVESTOR LLC P   2022-12-31
TINICUM PARALLEL LP P   2022-12-31
CHARLES LANE HOLDINGS LLC P   2022-12-31
TRILANTIC CAPITAL PARTNERS VI ( NORTH AMERICA) L.P. P   2022-12-31
MUSE CAPITAL LP P   2022-12-31
DILATION PARTNERS LP P   2022-12-31
GAIN ON EXCESS DISTRIBUTION - RIVER PTNRS 2000-4 P   2022-12-31
GAIN ON EXCESS DISTRIBUTION - RIVER PTNRS 2004-CCH P   2022-12-31
GAIN ON EXCESS DISTRIBUTION - ACQUISITION FUND FOUR LP P   2022-12-31
LOSS ON INVESTMENT - RIVER PARTNERS 2012-CBX P   2022-12-31
GAIN ON EXCESS DISTRIBUTION - RIVER PTNRS 2000-4 P   2022-12-31
GAIN ON EXCESS DISTRBUTION - BLACK RIFLE P   2022-12-31
AERIE PHARMACEUTICALS INC, P   2022-12-31
AT&T INC COM P   2022-12-31
CC NEUBERGER PRINCIPAL HOLDINGS II COM P   2022-12-31
CHANGE HEALTHCARE INC COM P   2022-12-31
EMPOWERMENT & INCLUSION CAPITA COM CL A P   2022-12-31
EQUITY DISTR ACQUISITION CORP COM CL A P   2022-12-31
GENERAL MTRS CO COM P   2022-12-31
GORES HLDGS VIII INCCL A P   2022-12-31
INTERNATIONAL BUS MACH CORP COM P   2022-12-31
LONGVIEW ACQUISITION CORP II COM CL A P   2022-12-31
MAPLE LEAF FOODS INC NEW COM P   2022-12-31
NCR CORP P   2022-12-31
O-I GLASS INC COM P   2022-12-31
PINTEREST INC CL A P   2022-12-31
TUTOR PERINI CORP P   2022-12-31
UNILEVER PLC SPON ADR NEW P   2022-12-31
UNITED STATES TREAS SER BH-2024 4.25000% P   2022-12-31
WARNER BROS DISCOVERY INC COM SER A P   2022-12-31
AERIE PHARMACEUTICALS INC, P   2022-12-31
CITIGROUP INC, C P   2022-12-31
DUPONT DE NEMOURS INC COM P   2022-12-31
HESS CORPORATION COM P   2022-12-31
INTERNATIONAL BUS MACH CORP COM P   2022-12-31
META PLATFORMS INC CLASS A COMMON STOCK P   2022-12-31
TUTOR PERINI CORP P   2022-12-31
VORNADO REALTY TRUST COM P   2022-12-31
APPLE INC P   2022-12-31
JPMORGAN CHASE & CO P   2022-12-31
NESTLE ADR P   2022-12-31
CITIGROUP INC P   2022-12-31
ADOBE INC. (DELAWARE) P   2022-12-31
CITIGROUP INC P   2022-12-31
META PLATFORMS INC CL A P   2022-12-31
ISHARES RUSSELL 2000 ETF P   2022-12-31
ISHARES CORE MSCI EMERGING MARKETS ETF P   2022-12-31
JPMORGAN CHASE & CO P   2022-12-31
VISA INC CL A P   2022-12-31
CITIGROUP INC P   2022-12-31
INVESCO EMERGING MARKETS LOCAL P   2022-12-31
ALGER GROWTH SMALL CAP FOCUS FD CL Z P   2022-12-31
BARON SELECT FUNDS EMERGING MARKETS FD P   2022-12-31
BLACKROCK HEALTH SCIENCES OPP PORT P   2022-12-31
CARILLON SER TR REAMS CORE BD FD CL I P   2022-12-31
COHEN & STEERS PFD SECS & INCOMD FD INC P   2022-12-31
COHEN & STEERS FUNDS LOW DURATION PREFERRED P   2022-12-31
FIRST TR ETF IV ETF FIRST TR LOW DURATION P   2022-12-31
INVESCO TR ETF S&P 500 EQUAL WEIGHT P   2022-12-31
ISHARES GOLD TR ETF ISAHRES NEW P   2022-12-31
JPMORGAN TR I HEDGED EQUITY FD P   2022-12-31
JANUS HENDERSON GLOBAL TECHNOLOGY FUND P   2022-12-31
PIMCO FDS INCOME FD INSTL CL P   2022-12-31
INVESCO EMERGING MARKETS LOCAL P   2022-12-31
ALGER GROWTH SMALL CAP FOCUS FD CL Z P   2022-12-31
BARON SELECT FUNDS EMERGING MARKETS FD P   2022-12-31
BLACKROCK HEALTH SCIENCES OPP PORT P   2022-12-31
COHEN & STEERS PFD SECS & INCOMD FD INC P   2022-12-31
COHEN & STEERS FUNDS LOW DURATION PREFERRED P   2022-12-31
EXCHANGE TRADED ETF CONCEPTS TR EMQQ EMERGNG P   2022-12-31
INVESCO QQQ TR ETF UNIT SER 1 P   2022-12-31
ISHARES ETF MSCI CHINA P   2022-12-31
ISHARES EDGE MSCI ETF MIN VOL USA ETF P   2022-12-31
ISHARES INC ETF CORE MSCI EMERGING MKTS P   2022-12-31
JPMORGAN TR I HEDGED EQUITY FD P   2022-12-31
JANUS HENDERSON GLOBAL TECHNOLOGY FUND P   2022-12-31
PIMCO FDS INCOME FD INSTL CL P   2022-12-31
PIONEER SERIES TR IV MULTI ASSET INCOME FUND P   2022-12-31
SPDR S&P REGNL BNKG ETF P   2022-12-31
SPDR S&P BIOTECH ETF P   2022-12-31
SELECT SECTOR SPDR F ETF CONSUMER DISCRETIONARY P   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     2,218 -2,218
b 2     2
c 11     11
d 204     204
e     134 -134
    19 -19
176,770     176,770
    68 -68
    3 -3
896     896
    237 -237
    132,802 -132,802
496     496
    308 -308
16     16
    2,365 -2,365
433     433
    29 -29
    1,166 -1,166
2     2
1,008     1,008
431     431
934     934
2     2
    189 -189
29,403     29,403
368,950     368,950
5,348     5,348
20,338     20,338
    29,001 -29,001
60,531     60,531
21,944     21,944
13,347     13,347
70     70
    21,394 -21,394
14,406     14,406
34,317     34,317
5,664   7,992 -2,328
79,942   96,958 -17,016
5,427   5,370 57
67,691   61,986 5,705
50,418   50,200 218
12,360   12,318 42
17,171   19,461 -2,290
21,213   20,996 217
23,554   23,147 407
106,931   108,051 -1,120
37,608   31,554 6,054
76,855   90,228 -13,373
9,945   7,941 2,004
14,925   31,647 -16,722
18,974   29,846 -10,872
27,355   28,728 -1,373
279,573   280,793 -1,220
25,875   46,176 -20,301
32,600   116,069 -83,469
97,441   79,792 17,649
17,110   10,654 6,456
48,764   25,335 23,429
49,360   42,321 7,039
23,959   23,738 221
12,342   22,897 -10,555
11,386   16,582 -5,196
432,465   45,902 386,563
8,101   2,114 5,987
54,971   25,898 29,073
5,789   7,594 -1,805
134,547   111,366 23,181
17,773   19,043 -1,270
45,353   74,058 -28,705
49,989   36,541 13,448
68,222   61,260 6,962
99,898   52,150 47,748
65,458   41,289 24,169
352,010   323,846 28,164
2,596   2,717 -121
3,002   3,691 -689
310   331 -21
6,787   7,400 -613
74,879   75,767 -888
3,877   3,976 -99
1,517   1,548 -31
49,733   50,833 -1,100
15,124   14,609 515
9,670   9,328 342
474   480 -6
4,249   4,890 -641
3,764   3,839 -75
58,936   59,706 -770
43,812   43,381 431
16,880   14,999 1,881
72,182   65,376 6,806
69,635   63,983 5,652
35,824   36,794 -970
25,337   22,271 3,066
128,689   60,404 68,285
55,752   59,409 -3,657
73,876   54,814 19,062
75,959   63,399 12,560
63,998   50,887 13,111
25,991   22,529 3,462
92,585   92,260 325
150,000   148,965 1,035
24,165   21,630 2,535
17,861   14,117 3,744
17,751   9,056 8,695
4,584     4,584
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       -2,218
b       2
c       11
d       204
e       -134
      -19
      176,770
      -68
      -3
      896
      -237
      -132,802
      496
      -308
      16
      -2,365
      433
      -29
      -1,166
      2
      1,008
      431
      934
      2
      -189
      29,403
      368,950
      5,348
      20,338
      -29,001
      60,531
      21,944
      13,347
      70
      -21,394
      14,406
      34,317
      -2,328
      -17,016
      57
      5,705
      218
      42
      -2,290
      217
      407
      -1,120
      6,054
      -13,373
      2,004
      -16,722
      -10,872
      -1,373
      -1,220
      -20,301
      -83,469
      17,649
      6,456
      23,429
      7,039
      221
      -10,555
      -5,196
      386,563
      5,987
      29,073
      -1,805
      23,181
      -1,270
      -28,705
      13,448
      6,962
      47,748
      24,169
      28,164
      -121
      -689
      -21
      -613
      -888
      -99
      -31
      -1,100
      515
      342
      -6
      -641
      -75
      -770
      431
      1,881
      6,806
      5,652
      -970
      3,066
      68,285
      -3,657
      19,062
      12,560
      13,111
      3,462
      325
      1,035
      2,535
      3,744
      8,695
      4,584
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 1,123,514
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 12,094
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 12,094
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 12,094
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 19,580
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 29,580
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 17,486
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow17,486 Refundedright arrow 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 5
Part VI-A
Statements Regarding Activities (continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowBAKER TILLY US LLP Telephone no.right arrow (212) 697-6900

Located atright arrow66 HUDSON BLVD E - SUITE 2200NEW YORKNY ZIP+4right arrow10001
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2022? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2022 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2022.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(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
Yes
 
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
MATTHEW BRONFMAN TRUSTEE
0.00 		0 0 0
C/O BT US LLP 66 HUDSON BLVD E -
SUITE 2200
NEW YORK,NY10001
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
ALMOG GEVA CONSULTING 120,000
487 CUMBERLAND AVENUE
TEANECK,NJ07666
BAKER TILLY US ACCOUNTING 81,366
BAKER TILLY 66 HUDSON BLVD E -
SUITE 2200
NEW YORK,NY10001
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
10,761,416
b
Average of monthly cash balances.......................
1b
805,346
c
Fair market value of all other assets (see instructions)................
1c
5,573,501
d
Total (add lines 1a, b, and c).........................
1d
17,140,263
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
17,140,263
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
257,104
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
16,883,159
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
844,158
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
844,158
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
12,094
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
90,903
c
Add lines 2a and 2b............................
2c
102,997
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
741,161
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
741,161
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
741,161
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
2,108,739
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
2,108,739
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 7 741,161
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...... 469,704
b From 2018...... 580,104
c From 2019...... 61,736
d From 2020...... 1,144,514
e From 2021...... 107,873
f Total of lines 3a through e ........ 2,363,931
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 2,108,739
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..... 741,161
e Remaining amount distributed out of corpus 1,367,578
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 3,731,509
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2017 not
applied on line 5 or line 7 (see instructions) ... 		469,704
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		3,261,805
10 Analysis of line 9:
a Excess from 2018.... 580,104
b Excess from 2019.... 61,736
c Excess from 2020.... 1,144,514
d Excess from 2021.... 107,873
e Excess from 2022.... 1,367,578
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).)
MATTHEW BRONFMAN
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2022)
Form 990-PF (2022)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AMERICAN FRIENDS OF THE CANADIAN CENTRE FOR ARCHITECTURE INC

900 THIRD AVENUE 24TH FLOOR
NEW YORK,NY10022 		NONE 501(C)(3) TAX EXEMPT GENERAL CHARITABLE SUPPORT - NO DESIGNATION 40,000

AMERICAN FRIENDS OF THE ISRAEL MUSEUM

500 FIFTH AVENUE SUITE 2540
NEW YORK,NY10110 		NONE 501(C)(3) TAX EXEMPT GENERAL CHARITABLE SUPPORT - NO DESIGNATION 25,000

AMERICAN FRIENDS OF THE PHILHARMONIC ORCHESTRA

122 EAST 42ND STREET SUITE 4507
NEW YORK,NY10168 		NONE 501(C)(3) TAX EXEMPT GENERAL CHARITABLE SUPPORT - NO DESIGNATION 25,700

AMERICAN JEWISH COMMITTEE

165 EAST 56TH STREET
NEW YORK,NY10022 		NONE 501(C)(3) TAX EXEMPT GENERAL CHARITABLE SUPPORT - NO DESIGNATION 302,950

BEACON HEBREW ALLIANCE

PO BOX 7 331 VERPLANCK AVENUE
BEACON,NY12508 		NONE 501(C)(3) TAX EXEMPT GENERAL CHARITABLE SUPPORT - NO DESIGNATION 1,800

BIRTHRIGHT ISRAEL FOUNDATION

PO BOX 21615
NEW YORK,NY10087 		NONE 501(C)(3) TAX EXEMPT GENERAL CHARITABLE SUPPORT - NO DESIGNATION 18,000

CARINGKIND

360 LEXINGTON AVENUE 3RD FLOOR
NEW YORK,NY10017 		NONE 501(C)(3) TAX EXEMPT GENERAL CHARITABLE SUPPORT - NO DESIGNATION 3,600

CHABAD SBH

418 MIDWOOD STREET
BROOKLYN,NY11225 		NONE 501(C)(3) TAX EXEMPT GENERAL CHARITABLE SUPPORT - NO DESIGNATION 1,800

CHALLENGED ATHLETES FOUNDATION

9591 WAPLES ST
SAN DIEGO,CA92121 		NONE 501(C)(3) TAX EXEMPT GENERAL CHARITABLE SUPPORT - NO DESIGNATION 10,000

EAGLEBROOK SCHOOL

271 PINE NOOK RD
DEERFIELD,MA01342 		NONE 501(C)(3) TAX EXEMPT GENERAL CHARITABLE SUPPORT - NO DESIGNATION 12,500

FEDERATION OF JEWISH COMMUNITIES OF THE CIS

445 PARK AVE 9TH FLOOR
NEW YORK,NY10022 		NONE 501(C)(3) TAX EXEMPT GENERAL CHARITABLE SUPPORT - NO DESIGNATION 46,000

FRIENDS OF THE IDF

60 EAST 42 STREET
NEW YORK,NY10165 		NONE 501(C)(3) TAX EXEMPT GENERAL CHARITABLE SUPPORT - NO DESIGNATION 144,000

FROM PASSTHROUGH ENTITIES

C/O BAKER TILLY 66 HUDSON BLVD E
SUITE 2200
NEW YORK,NY10001 		NONE 501(C)(3) TAX EXEMPT GENERAL CHARITABLE SUPPORT - NO DESIGNATION 228

GAUCHOS GYM

478 GERARD AVE
BRONX,NY10451 		NONE 501(C)(3) TAX EXEMPT GENERAL CHARITABLE SUPPORT - NO DESIGNATION 1,800

GEORGETOWN UNIVERSITY

37TH AND O STS NW
WASHINGTON,DC20007 		NONE 501(C)(3) TAX EXEMPT GENERAL CHARITABLE SUPPORT - NO DESIGNATION 2,500

HASSENFELD CHILDREN'S CENTER

160 EAST 32ND STREET 3RD FLOOR
NEW YORK,NY10016 		NONE 501(C)(3) TAX EXEMPT GENERAL CHARITABLE SUPPORT - NO DESIGNATION 1,000

HILLELS THE FOUNDATION FOR JEWISH

800 EIGHTH STREET NW
WASHINGTON,DC20001 		NONE 501(C)(3) TAX EXEMPT GENERAL CHARITABLE SUPPORT - NO DESIGNATION 280,000

LEUKEMIA & LYMPHOMA SOCIETY

61 BROADWAY SUITE 400
NEW YORK,NY10006 		NONE 501(C)(3) TAX EXEMPT GENERAL CHARITABLE SUPPORT - NO DESIGNATION 610

LIMMUD FSU INTERNATIONAL FOUNDATION

80 CENTRAL PARK WEST
NEW YORK,NY10023 		NONE 501(C)(3) TAX EXEMPT GENERAL CHARITABLE SUPPORT - NO DESIGNATION 125,000

LIVING IN DIGNITY

HASAM STREET 11
REHOVOT   76551
IS 		NONE 501(C)(3) TAX EXEMPT GENERAL CHARITABLE SUPPORT - NO DESIGNATION 911

MOUNT SINAI

ONE GUSTAVE L LEVY PLACE BOX 1049
NEW YORK,NY10029 		NONE 501(C)(3) TAX EXEMPT GENERAL CHARITABLE SUPPORT - NO DESIGNATION 4,600

OHR TORAH STONE

49 WEST 45TH STREET 701
NEW YORK,NY10036 		NONE 501(C)(3) TAX EXEMPT GENERAL CHARITABLE SUPPORT - NO DESIGNATION 25,000

PARK AVENUE SYNAGOGUE

50 EAST 87TH STREET
NEW YORK,NY10128 		NONE 501(C)(3) TAX EXEMPT GENERAL CHARITABLE SUPPORT - NO DESIGNATION 250,300

SCS FOUNDATION

520 EIGHTH AVENUE 25TH FLOOR
NEW YORK,NY10018 		NONE 501(C)(3) TAX EXEMPT GENERAL CHARITABLE SUPPORT - NO DESIGNATION 500

TAFT SCHOOL DEVELOPMENT

110 WOODBURY ROAD
WATERTOWN,CT06795 		NONE 501(C)(3) TAX EXEMPT GENERAL CHARITABLE SUPPORT - NO DESIGNATION 36,000

THE ALLEN STEVENSON SCHOOL

132 EAST 78TH STREET
NEW YORK,NY10075 		NONE 501(C)(3) TAX EXEMPT GENERAL CHARITABLE SUPPORT - NO DESIGNATION 1,800

THE CREATIVE PLAYSCHOOL - FIFTH AVENUE SYNAGOGUE

5 EAST 62 STREET
NEW YORK,NY10065 		NONE 501(C)(3) TAX EXEMPT GENERAL CHARITABLE SUPPORT - NO DESIGNATION 2,000

UNITED JEWISH ASSOCIATION FEDERATION OF NY

130 E 59TH STREET
NEW YORK,NY10022 		NONE 501(C)(3) TAX EXEMPT GENERAL CHARITABLE SUPPORT - NO DESIGNATION 18,000

VENETIAN HERITAGE INC

232 E 59TH ST
NEW YORK,NY10022 		NONE 501(C)(3) TAX EXEMPT GENERAL CHARITABLE SUPPORT - NO DESIGNATION 10,000

WILLIAMS COLLEGE

880 MAIN STREET
WILLIAMTOWN,MA01267 		NONE 501(C)(3) TAX EXEMPT GENERAL CHARITABLE SUPPORT - NO DESIGNATION 250,000

YOUNG MEN'S & YOUNG WOMEN'S HEBREW ASSOC

54 NAGLE AVENUE
NEW YORK,NY10040 		NONE 501(C)(3) TAX EXEMPT GENERAL CHARITABLE SUPPORT - NO DESIGNATION 250,000
Total .................................right arrow 3a 1,891,599
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 255,597  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,123,514  
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 1,379,111 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,379,111
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2022)
Form 990-PF (2022)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
THE TREETOPS FOUNDATION
EIN:
13-4093466
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 80,616 0   80,616

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TY 2022 ExpenditureResponsibilityStmt
Name:
THE TREETOPS FOUNDATION
EIN:
13-4093466
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
LIVING IN DIGNITY
  		HASAM STREET 11
REHOVOT   76551
IS 		2022-04-29 911 GENERAL CHARITABLE SUPPORT - NO DESIGNATION 911 NO 04/29/22 2022-04-29 TO THE KNOWLEDGE OF THE FOUNDATION, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE.

TY 2022 InvestmentsCorpStockSchedule
Name:
THE TREETOPS FOUNDATION
EIN:
13-4093466
Name of Stock End of Year Book Value End of Year Fair Market Value
AES CORP 101,459 140,838
ALPHABET INC CAP STK CL A 23,861 123,522
ALPHABET INC CAP STK CL C 21,406 111,800
ALPHABET INC CL A 189,184 317,628
AMAZON.COM 54,422 52,080
AMERICAN TOWER CORP 76,042 62,499
ANTERO MIDSTREAM CORP 11,194 14,059
APPLE INC 53 390
BANK OF NEW YORK MELLON CORP 134,069 275,396
BARRICK GOLD CORP 54,634 73,874
BERKSHIRE HATHAWAY INC 31,426 54,675
BLACKSTONE GROUP 25,606 74,190
BRUNSWICK CORP 29,056 66,025
CATERPILLAR INC 38,542 79,773
DANAHER CORP 50,279 104,841
DUPONT DE NEMOURS INC 10,204 19,354
EATON VANCE GLOBAL MACRO ABSOLUTE - EIGMX 143,980 134,262
ENERGY SELECT SECTOR SPDR 11,257 17,494
FIDELITY ADVISOR 30,383 27,365
GENERAL MOTORS 102,585 102,333
GORES HLDGS 48 48
HESS CORP 12,021 41,128
HONEYWELL INTL INC 96,346 156,010
IGENE BIOTECHNOLOGY 1,358 0
INTL BUSINESS MACH 45,613 48,466
ISHARES CORE MSCI EAFE - IEFA 84,146 88,577
ISHARES CORE MSCI EMERGING - IEMG 190,492 185,913
ISHARES CORE S&P MIDCAP- IJH 101,573 95,788
ISHARES RUSSELL 2000 ETF - IWM 111,525 140,185
JOHNSON & JOHNSON 105,767 296,772
JOHNSON & JOHNSON 63,100 176,650
JP MORGAN 136,240 294,081
JP MORGAN CHASE & CO 69,369 233,200
KINDER MORGAN INC 84,410 40,246
LAZARD FDS INC 44,186 45,788
LIVE NATION ENTERTAINMENT INC 14,814 25,734
MARKEL CORP 43,352 131,749
MARSH & MCLENNAN 31,610 168,790
MEDTRONIC 102,813 89,300
MERCK & CO. INC. 50,067 166,425
MICROSOFT CORP 102,605 246,535
MICROSOFT CORP 30,489 237,901
NESTLE A SPONSORED ADR 26,059 56,164
NESTLE SA 4,533 28,950
O REILLY AUTOMOTIVE INC 77,032 162,898
OAKMARK INTL FUND 290,713 311,060
ORGANON & CO 3,344 5,586
PFIZER INC 45,008 102,531
PHILLIP MORRIS INTL 72,579 111,331
PIONEER SERIES TR IV - PMFYX 107,650 105,417
PROTERRA INC. 360,000 230,863
HP POINT72 LTD. 1,000,000 1,277,475
SALESFORCE.COM, INC 224,709 123,972
STARWOOD PROPERTY TRUST INC 49,378 45,825
THORNBURG INT'L GROWTH FUND 134,272 120,473
THORNBURG INVT TR INVT INCOME BUILDER FD CL I 49,787 46,705
UNITEDHEALTH GROUP INC 95,073 199,878
VISA INC 125,065 189,893
VOLKSWAGEN AG PFD 27,723 24,104
VORNADO RLTY TRUST 42,539 15,295
TABOOLA COM LTD ORD SHS 34,278 41,703
BWX TECHNOLOGIES INC COM 27,902 28,924
BRENNTAG SE UNSPONSORED ADR (BNTGY) 68,925 70,657
CALIFORNIA RES CORP COM STOCK (CRC) 67,722 68,963
FOMENTO ECONOMICO MEXICANO SAB DE C SPON ADR RP 10 UTS 47,761 47,731
GRUPO TELEVISA S A B SPON ADR REP ORD 54,038 43,224
O-I GLASS INC COM (OI) 153,608 198,873
PG&E CORP COM NPV (PCG) 36,156 51,300
UNILEVER PLC SPON ADR NEW (UL) 83,911 89,422
UNIVAR SOLUTIONS INC COM (UNVR) 33,879 34,249
UNITED STATES TREAS SER BH-2024 150,474 149,232
ABBOTT LABS 74,895 81,684
BLACKSTONE INC CL A 247,960 174,272
FORTINET INC 75,001 74,948
LAUDER ESTEE COS CL A 81,136 118,597
PALO ALTO NETWORKS INC 74,816 62,933
LABORATORY CORP AMER HLDGS NEW 250,219 240,896
MERCK & CO. INC. 75,046 95,639
ENERGY TRANSFER L P COM UNIT LTD PARTNERSHIP 98,926 52,418
ANTERO MIDSTREAM CORP 73,767 125,477
GLOBAL X COPPER MINERS 18,645 17,715
ISHARES EDGE MSCI MIN VOL USA 102,380 133,385
ISHARES INC CORE MSCI EMERGING MKTS IEMG 47,519 46,700
JPMORGAN EQUITY TR PREMIUM INCOME FD JEPI 27,970 27,245

TY 2022 InvestmentsOtherSchedule2
Name:
THE TREETOPS FOUNDATION
EIN:
13-4093466
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BHB GE LLC AT COST 68,445 68,445
BLACK RIFLE COFFEE CO (BRCC) (AUTHENTIC BRANDS) AT COST 0 115,759
BROADSCALE PT INVESTORS LP AT COST 10,415 3,093
BROOKDALE GLOBAL OPPORTUNITY FUND AT COST 500,000 890,017
CHARLES LANE HOLDINGS LLC AT COST 123,990 123,990
DELOS INVESTMENT FUND LP AT COST 0 36,819
DILATION PARTNERS LP AT COST 789,256 789,256
L & R EXPLORATION VENTURE AT COST 1,250 1,250
L ONE CANAL PLACE, LLC AT COST 10,360 6,463
LAA ASSOCIATES, LLC AT COST 14,881 0
LAT ASSOCIATES, LLC AT COST 11,253 0
LHC LIMITED PARTNERSHIP AT COST 3,431 1,777
LOEB HOLDING CORP A AT COST 54,893 54,893
LOEB HOLDING CORP B AT COST 384,250 384,250
MUSE CAPITAL LP AT COST 347,608 330,947
OVERSEAS ACQUISITION FUND TWO LP AT COST 2,904 134
RIVER PARTNERE 2006 -- OLIF LLC AT COST 31,034 43,384
RIVER PARTNERS 2001 -- BBI LLC AT COST 96,768 115,326
RIVER PARTNERS 2002 -- NCH LLC AT COST 20,682 19,087
RIVER PARTNERS 2003 -- NEA LLC AT COST 39,239 57,805
RIVER PARTNERS 2004 -- CVL LLC AT COST 18,102 19,876
RIVER PARTNERS 2005 -- NCH2 LLC AT COST 18,237 27,000
RIVER PARTNERS 2006 -- LS LLC AT COST 40,465 61,598
RIVER PARTNERS 2006 -- WRIF LLC AT COST 27,306 42,051
RIVER PARTNERS 2007 -- AP LLC AT COST 46,416 60,992
RIVER PARTNERS 2007 -- HPC LLC AT COST 1 28,188
RIVER PARTNERS 2007 -- TCG LLC AT COST 80,504 90,017
ARTINS AG AT COST 7,500 7,500
TINICUM PARALLEL LP AT COST 1,558,362 1,522,328
TRILANTIC CAPITAL PARTNERS VI (NORTH AMERICA) LP AT COST 336,993 330,506
TENE ART LTD AT COST 11,700 11,700
HEZI COHEN GALLERY AT COST 56,160 56,160

TY 2022 OtherExpensesSchedule
Name:
THE TREETOPS FOUNDATION
EIN:
13-4093466
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 440 0   440
FROM K-1 ACTIVITIES - NON-DEDUCTIBLE EXP 415 0   0
INVESTMENT INCOME/LOSS FROM PASS-THROUGH ENTITIES 22,434 22,434   0
FILING FEE 750 0   750
MEALS 287 0   287


TY 2022 OtherIncomeSchedule2
Name:
THE TREETOPS FOUNDATION
EIN:
13-4093466
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
AMOUNT CLASSIFIED AS UBTI FROM PASS-THROUGH ENTITIES   -433,318  


TY 2022 OtherIncreasesSchedule
Name:
THE TREETOPS FOUNDATION
EIN:
13-4093466
Description Amount
PRIOR PERIOD ADJUSTMENT 98,929


TY 2022 OtherLiabilitiesSchedule
Name:
THE TREETOPS FOUNDATION
EIN:
13-4093466
Description Beginning of Year - Book Value End of Year - Book Value
PRESIDENTIAL ESTATES ASSOCIATES 86,890 86,036
LA STOUGHTON, LLC 43,077 47,415
PARK HILL LANE ASSOCIATES LP 36,499 35,030
BGT INVESTORS LLC 20,344 0
RIVER PARTNERS 2006 -- AF06 LLC 5,098 4,946
RIVER PARTNERS 2007 -- AF07 LLC 1,683 1,675
RIVER PARTNERS 2007-RCG LLC 26 0
RIVER PARTNERS 2004 -- CCH LLC 18 0
ACQUISITION FUND FOUR LP 35 1
DELOS INVESTMENT FUND LP 0 32,662
ENERGY TRANSFER LP 0 3,842


TY 2022 OtherProfessionalFeesSchedule
Name:
THE TREETOPS FOUNDATION
EIN:
13-4093466
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 46,845 46,845   0
CONSULTING FEES 120,000 0   120,000


TY 2022 TaxesSchedule
Name:
THE TREETOPS FOUNDATION
EIN:
13-4093466
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FIDELITY- FOREIGN TAXES 2,244 2,244   0
FROM PASS-THROUGH K-1S & PTPS - FOREIGN TAXES 1,427 1,427   0
WELLS FARGO- FOREIGN TAXES 468 468   0
FEDERAL TAX 42,000 0   0
UBS - FOREIGN TAXES 2,311 2,311   0
STATE INCOME TAX 30,000 0   0