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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE THENDARA FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1100 N MARKET STREET 4TH FL
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WILMINGTON, DE19890
A Employer identification number

31-1126072
B Telephone number (see instructions)

(302) 651-8300
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$12,526,039J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 37,404 37,404  
4 Dividends and interest from securities... 201,360 201,360  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 128,445
b Gross sales price for all assets on line 6a 2,332,204
7 Capital gain net income (from Part IV, line 2)... 128,445
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
15,533 0  
12 Total. Add lines 1 through 11........ 382,742 367,209  
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
18,212 0   18,212
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
80,771 80,771   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
11,534 0   11,534
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 110,517 80,771   29,746
25 Contributions, gifts, grants paid....... 598,418 598,418
26 Total expenses and disbursements. Add lines 24 and 25 708,935 80,771   628,164
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -326,193
b Net investment income (if negative, enter -0-) 286,438
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 2,655 24,540 24,540
2 Savings and temporary cash investments......... 2,845,466 1,136,668 1,136,668
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 7,043,862 Click to see attachment
List of Attached Documents:
// Content
8,648,362 		11,364,809
c Investments—corporate bonds (attach schedule)....... 248,135 Click to see attachment
List of Attached Documents:
// Content
0 		22
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)..........      
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) 10,140,118 9,809,570 12,526,039
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 10,140,118 9,809,570
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 10,140,118 9,809,570
30 Total liabilities and net assets/fund balances (see instructions). 10,140,118 9,809,570
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
10,140,118
2
Enter amount from Part I, line 27a .....................
2
-326,193
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
9,813,925
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
4,355
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,809,570
Form 990-PF (2023)
Form 990-PF (2023)
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 2770 SHARES OF PACCAR INC   2022-01-01 2023-01-23
b 3422 SHARES OF DOMINION ENERGY INC.   2022-01-01 2023-01-24
c 800 SHARES OF META PLATFORMS, INC-A   2023-01-01 2023-01-30
d 200 SHARES OF MARTIN MARIETTA MATERIALS INC   2022-01-01 2023-05-05
e 50 SHARES OF MARTIN MARIETTA MATERIALS INC   2022-01-01 2023-08-09
2000 SHARES OF PAYPAL HOLDINGS INC   2022-01-01 2023-08-15
2000 SHARES OF PAYPAL HOLDINGS INC   2023-01-01 2023-08-15
250000 PAR VALUE OF MARKEL GROUP INC   2023-01-01 2023-09-12
173 SHARES OF VERALTO CORPORATION   2023-01-01 2023-10-05
2200 SHARES OF ABBOTT LABORATORIES   2022-01-01 2023-10-12
0.3333 SHARES OF VERALTO CORPORATION   2023-01-01 2023-10-13
1200 SHARES OF CYBER-ARK SOFTWARE   2022-01-01 2023-10-16
100 SHARES OF WALT DISNEY CO   2022-01-01 2023-10-19
200 SHARES OF THERMO FISHER SCIENTIFIC INC   2022-01-01 2023-10-25
1500 SHARES OF EXPEDIA GROUP INC.   2023-01-01 2023-11-13
400 SHARES OF PALO ALTO NETWORKS   2022-01-01 2023-11-13
353 SHARES OF REPUBLIC SERVICES INC   2022-01-01 2023-11-13
7915 UNITS OF ISHARES CHINA LARGE-CAP ETF   2023-01-01 2023-11-16
12000 UNITS OF ISHARES S&P GBL CLEAN ENERGY   2022-01-01 2023-11-20
40 SHARES OF PALO ALTO NETWORKS   2022-01-01 2023-11-30
325 SHARES OF SCHWAB CHARLES CORP NEW COM   2022-01-01 2023-12-14
LT CAPITAL GAINS DISTRIBUTIONS   2022-01-01 2023-12-31
(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 277,131   251,254 25,877
b 215,247   235,025 -19,778
c 119,812   131,031 -11,219
d 79,617   36,788 42,829
e 22,846   9,197 13,649
    115,181 -115,181
124,940   137,446 -12,506
243,125   248,135 -5,010
12,831   14,876 -2,045
200,180   73,679 126,501
25   29 -4
196,384   119,909 76,475
8,482   15,218 -6,736
85,440   89,932 -4,492
178,484   147,559 30,925
101,942   21,018 80,924
55,766   31,969 23,797
206,559   240,393 -33,834
169,046   272,047 -103,001
11,607   2,102 9,505
22,732   10,971 11,761
8     8
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       25,877
b       -19,778
c       -11,219
d       42,829
e       13,649
      -115,181
      -12,506
      -5,010
      -2,045
      126,501
      -4
      76,475
      -6,736
      -4,492
      30,925
      80,924
      23,797
      -33,834
      -103,001
      9,505
      11,761
      8
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 2 128,445
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  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 3,981
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 3,981
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 3,981
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 17,988
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 17,988
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 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 14,007
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow14,007 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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 arrowOH
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 2023 or the taxable year beginning in 2023? 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
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 arrowWILMINGTON TRUST SP SERVICES INC Telephone no.right arrow (302) 651-8300

Located atright arrow1100 N MARKET STREET 4TH FLOORWILMINGTONDE ZIP+4right arrow19890
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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
JANET REED GOSS TRUSTEE
2.00 		0 0 0
1100 N MARKET STREET 4TH FL
WILMINGTON,DE19890
FOSTER A REED TRUSTEE
2.00 		0 0 0
1100 N MARKET STREET 4TH FL
WILMINGTON,DE19890
CL REED III TRUSTEE
2.00 		0 0 0
1100 N MARKET STREET 4TH FL
WILMINGTON,DE19890
DOROTHY FOSTER REED TRUSTEE
2.00 		0 0 0
1100 N MARKET STREET 4TH FL
WILMINGTON,DE19890
SOPHIE SCHLUMBERGER PRESIDENT
2.00 		0 0 0
1100 N MARKET STREET 4TH FL
WILMINGTON,DE19890
CRISTIAN GOSS VICE PRESIDENT
2.00 		0 0 0
1100 N MARKET STREET 4TH FL
WILMINGTON,DE19890
ANDERSON FOSTER REED TREASURER
2.00 		0 0 0
1100 N MARKET STREET 4TH FL
WILMINGTON,DE19890
NICHOLAS REED SECRETARY
2.00 		0 0 0
1100 N MARKET STREET 4TH FL
WILMINGTON,DE19890
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 (2023)
Form 990-PF (2023)
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
TOCQUEVILLE ASSET MANAGEMENT LP INVESTMENT MANAGEMENT 53,318
40 W 57TH ST 19
NEW YORK,NY10019
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 (2023)
Form 990-PF (2023)
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
12,013,938
b
Average of monthly cash balances.......................
1b
49,678
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
12,063,616
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
12,063,616
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
180,954
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
11,882,662
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
594,133
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
594,133
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
3,981
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,981
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
590,152
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
590,152
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
590,152
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
628,164
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
628,164
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 590,152
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 598,406
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 628,164
a Applied to 2022, but not more than line 2a 598,406
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 2023 distributable amount..... 29,758
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		560,394
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or 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 (2023)
Form 990-PF (2023)
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

3RD I SOUTH ASIAN INDEPENDENT FILM

PO BOX 460812
SAN FRANCISCO,CA94146 		NONE PUBLIC CHARITY GENERAL SUPPORT 3,000

ACCESS INSTITUTE FOR PSYCHOLOGICAL SERVICES

110 GOUGH STREET SUITE 301
SAN FRANCISCO,CA94102 		NONE PUBLIC CHARITY GENERAL SUPPORT 395

AL OTRO LADO

511 E SAN YSIDRO BLVD 333
SAN YSIDRO,CA92173 		NONE PUBLIC CHARITY GENERAL SUPPORT 2,500

ANERA

1111 14TH ST NW 400
WASHINGTON,DC20005 		NONE PUBLIC CHARITY GENERAL SUPPORT 19,790

APOPO

712 H ST NE
WASHINGTON,DC20002 		NONE PUBLIC CHARITY GENERAL SUPPORT 2,500

ART BASE

PO BOX 4300
BASALT,CO81621 		NONE PUBLIC CHARITY GENERAL SUPPORT & CAPITAL CAMPAIGN 57,000

ASPEN CENTER FOR ENVIRONMENTAL STUDIES (ACES)

100 PUPPY SMITH ST
ASPEN,CO81611 		NONE PUBLIC CHARITY GENERAL SUPPORT 3,298

ASPEN COUNTRY DAY SCHOOL

85 COUNTRY DAY WAY
ASPEN,CO81611 		NONE PUBLIC CHARITY GENERAL SUPPORT 23,088

ASPEN JOURNALISM

1280 UTE AVE SUITE 9
ASPEN,CO81611 		NONE PUBLIC CHARITY GENERAL SUPPORT 2,000

ASPEN SCIENCE CENTER

520 S 3RD STREET SUITE 9
CARBONDALE,CO81623 		NONE PUBLIC CHARITY GENERAL SUPPORT 2,000

BARD COLLEGE

FISHER CENTER FOR THE PERFORMING
ARTS PO BOX 5000
ANNANDALE,NY12504 		NONE PUBLIC CHARITY SCHOLARSHIPS, GENERAL SUPPORT 15,000

BARYSHNIKOV ARTS CENTER

450 WEST 37TH ST SUITE 501
NEW YORK,NY10018 		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000

BASILICA ARTS INC

110 S FRONT ST
HUDSON,NY12534 		NONE PUBLIC CHARITY GENERAL SUPPORT 2,500

BAY CHAMBER CONCERTS AND MUSIC SCHOOL

PO BOX 599
ROCKPORT,ME04856 		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

BAYKEEPER

1736 FRANKLIN STREET SUITE 800
OAKLAND,CA94612 		NONE PUBLIC CHARITY GENERAL SUPPORT 2,500

BINDLESTIFF STUDIO

PO BOX 190205
SAN FRANCISCO,CA94119 		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

BRIDGE HOUSE

5345 ARAPAHOE AVE 5
BOULDER,CO80303 		NONE PUBLIC CHARITY GENERAL SUPPORT 2,500

CAF AMERICA

225 REINEKERS LANE SUITE 375
ALEXANDRIA,VA22314 		NONE PUBLIC CHARITY GENERAL SUPPORT 2,000

CAMDEN AREA YOUTH SEAMANSHIP PROGRAM (CAYSP)

C/O CAMDEN YACHT CLUB PO BOX 204
CAMDEN,ME04843 		NONE PUBLIC CHARITY GENERAL SUPPORT 7,000

CAMDEN PUBLIC LIBRARY FUND

55 MAIN STREET
CAMDEN,ME04843 		NONE PUBLIC CHARITY GENERAL SUPPORT 2,000

CARBONDALE ARTS

PO BOX 175
CARBONDALE,CO81623 		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

CASA OF MISSOULA

PO BOX 7433
MISSOULA,MT59807 		NONE PUBLIC CHARITY GENERAL SUPPORT 2,000

CENTER FOR MAINE CONTEMPORARY ART

PO BOX 1767
ROCKLAND,ME04841 		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

CHILDREN'S BOOK PROJECT

3433 21ST STREET
SAN FRANCISCO,CA94110 		NONE PUBLIC CHARITY GENERAL SUPPORT 2,000

CLARK FORK COALITION

PO BOX 7593
MISSOULA,MT59807 		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

COASTAL MOUNTAINS LAND TRUST

101 MOUNT BATTIE STREET
CAMDEN,ME04843 		NONE PUBLIC CHARITY CONSERVATION CAMPAIGN & STEWARDSHIP PROGRAM 17,182

COLORADO ROCKY MOUNTAIN SCHOOL (CRMS)

1492 COUNTY ROAD SUITE 106
CARBONDALE,CO81623 		NONE PUBLIC CHARITY HEALTH EDUCATION PROGRAM 15,300

CREATIVITY EXPLORED

3245 16TH STREET
SAN FRANCISCO,CA94103 		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

DEMOCRACY NOW

207 W 25TH ST 11TH FLOOR
NEW YORK,NY10001 		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

DOCTORS WITHOUT BORDERS

PO BOX 5023
HAGERSTOWN,MD21741 		NONE PUBLIC CHARITY GENERAL SUPPORT 15,000

DOCTORS WITHOUT BORDERS USA

PO BOX 5023
HAGERSTOWN,MD21741 		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

EATING RECOVERY CENTER FOUNDATION

7351 E LOWRY BLVD STE 200
DENVER,CO80230 		NONE PUBLIC CHARITY GENERAL SUPPORT 2,290

EMMA WILLARD SCHOOL

285 PAWLING AVE
TROY,NY12180 		NONE PUBLIC CHARITY GENERAL SUPPORT 2,500

ENGLISH IN ACTION

PO BOX 4856
BASALT,CO81621 		NONE PUBLIC CHARITY DIGITAL LITERACY AND EQUITY PROJECT PROGRAM 17,000

EVERYTOWN FOR GUN SAFETY SUPPORT FUND

PO BOX 3886
NEW YORK,NY10163 		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

FIVE VALLEYS LAND TRUST

120 HICKORY STREET SUITE B
MISSOULA,MT59801 		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

FOCUSED KIDS

140 RIVER OAKS LANE
BASALT,CO81621 		NONE PUBLIC CHARITY GENERAL SUPPORT 3,182

FOOD BANK OF THE ROCKIES

10700 E 45TH AVE
DENVER,CO80239 		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

FOOTLOOSE MONTANA

PO BOX 8884
MISSOULA,MT59807 		NONE PUBLIC CHARITY GENERAL SUPPORT 1,500

FRACTURED ATLAS

248 WEST 35TH STREET 10TH FLOOR
NEW YORK,NY10001 		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

FREEDOM FROM RELIGION FOUNDATION INC

PO BOX 750
MADISON,WI53701 		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

FRENCH AMERICAN INTERNATIONAL SCHOOL

150 OAK ST
SAN FRANCISCO,CA94102 		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000

FRIENDS OF CASA GENERACION

400 KEHOE AVE
HALF MOON BAY,CA94109 		NONE PUBLIC CHARITY GENERAL SUPPORT 9,000

FRIENDS OF THE STRAND THEATRE INC

PO BOX 433
ROCKLAND,ME04841 		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

GARDEN CITY HARVEST

PO BOX 205
MISSOULA,MT59806 		NONE PUBLIC CHARITY GENERAL SUPPORT 2,000

GIVEDIRECTLY INC

PO BOX 3221
NEW YORK,NY10008 		NONE PUBLIC CHARITY GENERAL SUPPORT 15,000

GIVEWELL

1714 FRANKLIN STREET 1000335
OAKLAND,CA94612 		NONE PUBLIC CHARITY GENERAL SUPPORT 4,790

HEYDAY INSTITUTE

PO BOX 9145
BERKELEY,CA94709 		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

HIGH MOUNTAIN INSTITUTE

531 COUNTY ROAD 5A
LEADVILLE,CO80461 		NONE PUBLIC CHARITY GENERAL SUPPORT 3,298

HOSPITALITY HOUSE OF SF

290 TURK STREET
SAN FRANCISCO,CA94102 		NONE PUBLIC CHARITY GENERAL SUPPORT 1,500

HUCKLEBERRY HOUSE

3450 GEARY BLVD SUITE 107
SAN FRANCISCO,CA94118 		NONE PUBLIC CHARITY GENERAL SUPPORT 1,500

HUDSON OPERA HOUSE INC

327 WARREN STREET
HUDSON,NY12534 		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000

IFRC

420 LEXINGTON AVENUE ROOM 905
NEW YORK,NY10170 		NONE PUBLIC CHARITY GENERAL SUPPORT 30,000

INSTITUTE FOR FISHERIES RESOURCES

PO BOX 29196
SAN FRANCISCO,CA94129 		NONE PUBLIC CHARITY GENERAL SUPPORT 1,182

INTERNATIONAL REFUGEE ASSISTANCE PROJECT (IRAP)

PO BOX 21917
NEW YORK,NY10087 		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000

INTERNATIONAL RESCUE COMMITTEE - MISSOULA MT

1535 LIBERTY LANE SUITE 117 E
MISSOULA,MT59808 		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

JOSHUA TREE FOUNDATION FOR ARTS & ECOLOGY (DBA - LOU HARRISON HOUSE)

PO BOX 416
JOSHUA TREE,CA92252 		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000

KAATSBAAN INTERNATIONAL DANCE CENTER INC

PO BOX 482
TIVOLI,NY12583 		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000

KENYON COLLEGE

OFFICE OF DEVELOPMENT
GAMBIER,OH43022 		NONE PUBLIC CHARITY GENERAL SUPPORT 2,500

KNOW LOVE SERVE INC - CO PLACE CORPS

228 MAIN ST
GERMANTOWN,NY12526 		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

KNOX COUNTY HOMELESS COALITION

PO BOX 1696
ROCKLAND,ME04841 		NONE PUBLIC CHARITY GENERAL SUPPORT 2,000

KPOO

PO BOX 156650
SAN FRANCISCO,CA94115 		NONE PUBLIC CHARITY GENERAL SUPPORT 1,895

KQED INC

2601 MARIPOSA ST
SAN FRANCISCO,CA94110 		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

LA CASA DE LAS MADRES

1269 HOWARD STREET
SAN FRANCISCO,CA94103 		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

MAINE COAST HERITAGE TRUST

1 BOWDOIN MILL ISLAND SUITE 201
TOPSHAM,ME04086 		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

MCH INC

46 SUMMER STREET
ROCKLAND,ME04841 		NONE PUBLIC CHARITY MEALS ON WHEELS 2,000

MERRYSPRING NATURE CENTER

30 CONWAY ROAD PO BOX 893
CAMDEN,ME04843 		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

MIDDLE EAST CHILDREN'S ALLIANCE

1101 8TH ST
BERKELEY,CA94710 		NONE PUBLIC CHARITY GENERAL SUPPORT 2,500

MILLS COLLEGE AT NORTHEASTERN UNIVERSITY

OFFICE OF INSTITUTIONAL ADVANCEMENT
5000 MACARTHUR BOULEVARD
OAKLAND,CA94613 		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

MISSOULA ART MUSEUM

335 NORTH PATTEE STREET
MISSOULA,MT59802 		NONE PUBLIC CHARITY FIFTH GRADE ART EXPERIENCE & GENERAL SUPPORT 1,000

MISSOULA BUTTERFLY HOUSE & INSECTARIUM

PO BOX 8885
MISSOULA,MT59807 		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

MISSOULA FOOD BANK & COMMUNITY CENTER

1720 WYOMING STREET
MISSOULA,MT59801 		NONE PUBLIC CHARITY GENERAL SUPPORT 1,290

MISSOULA INTERNATIONAL SCHOOL

808 SOUTH THIRD STREET WEST
MISSOULA,MT59801 		NONE PUBLIC CHARITY GENERAL SUPPORT 3,000

MONTANA INNOCENCE PROJECT

PO BOX 7607
MISSOULA,MT598077607 		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

MOUNT TAMALPAIS COLLEGE

PO BOX 492
SAN QUENTIN,CA94964 		NONE PUBLIC CHARITY GENERAL SUPPORT 2,000

NEW PERFORMANCE TRADITIONS

1446 MARKET STREET
SAN FRANCISCO,CA94102 		NONE PUBLIC CHARITY GENERAL SUPPORT 4,500

OJAI MUSIC FESTIVAL

PO BOX 185
OJAI,CA93024 		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000

OTHER MINDS

2150 ALLSTON WAY SUITE 240
BERKELEY,CA94704 		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

PACIFICA FOUNDATION

3729 CAHUENGA BOULEVARD WEST
STUDIO CITY,CA91604 		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

PATHFINDERS

PO BOX 11799
ASPEN,CO81612 		NONE PUBLIC CHARITY GENERAL SUPPORT 2,500

PEOPLE AND STORIES

295 EGGERTS CROSSING ROAD
LAWRENCEVILLE,NJ08648 		NONE PUBLIC CHARITY GENERAL SUPPORT 3,000

PLANNED PARENTHOOD FEDERATION OF AMERICA

123 WILLIAM ST 10TH FLOOR
NEW YORK,NY10038 		NONE PUBLIC CHARITY GENERAL SUPPORT 2,000

RED HOOK CENTRAL SCHOOL DISTRICT

RED HOOK CENTRAL SCHOOL DIST 9 MILL
RD
RED HOOK,NY12571 		NONE PUBLIC CHARITY GENERAL SUPPORT 3,000

RED HOOK COMMUNITY CENTER

59 FISK STREET
RED HOOK,NY12571 		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

RED HOOK SOCCER CLUB

PO BOX 404
RED HOOK,NY12571 		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000

RIVERKEEPER INC

20 SECOR ROAD
OSSINING,NY10562 		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000

ROXIE THEATER

3125 16TH STREET
SAN FRANCISCO,CA94103 		NONE PUBLIC CHARITY GENERAL SUPPORT 7,000

SAN FRANCISCO FOOD BANK

900 PENNSYLVANIA AVENUE
SAN FRANCISCO,CA94107 		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

SAN FRANCISCO LIVE ARTS

PO BOX 862
FAIRFAX,CA94978 		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000

SAN FRANCISCO MUSEUM OF MODERN ART

151 THIRD STREET
SAN FRANCISCO,CA94103 		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

SAN FRANCISCO PARKS ALLIANCE

1074 FOLSOM STREET
SAN FRANCISCO,CA94103 		NONE PUBLIC CHARITY GREENHOUSE PROJECT & GENERAL SUPPORT 10,000

SF CAMERAWORK

FORT MASON CENTER 2 MARINA
BOULEVARD BUILDING A
SAN FRANCISCO,CA94123 		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

SHADOWLIGHT PRODUCTIONS

22 CHATTANOOGA ST
SAN FRANCISCO,CA94114 		NONE PUBLIC CHARITY GENERAL SUPPORT 40,000

SHAKE-A-LEG MIAMI INC

2620 S BAYSHORE DRIVE
MIAMI,FL33133 		NONE PUBLIC CHARITY GENERAL SUPPORT 3,000

SOCIAL AND ENVIRONMENTAL ENTREPRENEURS

23564 CALABASAS ROAD SUITE 201
CALABASAS,CA91302 		NONE PUBLIC CHARITY SOFT LANDING MISSOULA 1,000

SOTENI INC

103 WILLIAM HOWARD TAFT RD
CINCINNATI,OH45219 		NONE PUBLIC CHARITY GENERAL SUPPORT 2,000

ST GEORGE'S SCHOOL

372 PURGATORY ROAD
MIDDLETOWN,RI02842 		NONE PUBLIC CHARITY GENERAL SUPPORT 18,298

ST JAMES' EPISCOPAL SCHOOL

625 S ST ANDREWS PLACE
LOS ANGELES,CA90005 		NONE PUBLIC CHARITY GENERAL SUPPORT 12,000

ST PAUL'S SCHOOL

325 PLEASANT STREET
CONCORD,NH03301 		NONE PUBLIC CHARITY GENERAL SUPPORT 2,000

STEPPING STONES

1010 GARFIELD AVE
CARBONDALE,CO81623 		NONE PUBLIC CHARITY GENERAL SUPPORT 6,790

SUZERAIN

105 GRIST MILL COURT
LEXINGTON,SC29072 		NONE PUBLIC CHARITY GENERAL SUPPORT 15,790

THE ANDREW LEVITT CENTER FOR SOCIAL EMERGENCY MEDICINE

1513 GRANT STREET
BERKELEY,CA94703 		NONE PUBLIC CHARITY GENERAL SUPPORT 10,000

THE URBAN SCHOOL OF SAN FRANCISCO

PO BOX 7402
SAN FRANCISCO,CA94120 		NONE PUBLIC CHARITY GENERAL SUPPORT 2,500

ULSTER IMMIGRANT DEFENSE NETWORK INC

C/O HOLY CROSS/SANTA CRUZ EPISCOPAL
CHURCH 30 PINE GROVE AVE
KINGSTON,NY12401 		NONE PUBLIC CHARITY GENERAL SUPPORT 9,290

VALLEY SETTLEMENT

1901 GRAND AVENUE SUITE 206
GLENWOOD SPRINGS,CO81601 		NONE PUBLIC CHARITY GENERAL SUPPORT 12,298

WATSON CHILDREN'S SHELTER

4978 BUCKHOUSE LANE
MISSOULA,MT59804 		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000

WESTOVER SCHOOL INC

1237 WHITTEMORE ROAD
MIDDLEBURY,CT06762 		NONE PUBLIC CHARITY CLASS OF 1964 ANNUAL FUND 1,000

WILD SALMON CENTER

721 NW NINTH AVENUE SUITE 300
PORTLAND,OR97209 		NONE PUBLIC CHARITY RUSSIA FAR EAST PROJECT 11,000

WILDERNESS WORKSHOP

PO BOX 1442
CARBONDALE,CO81623 		NONE PUBLIC CHARITY GENERAL SUPPORT 4,000

WORLD CENTRAL KITCHEN INC

200 MASS AVE NW 7TH FLOOR
WASHINGTON,DC20001 		NONE PUBLIC CHARITY GENERAL SUPPORT 4,972

WORLD CENTRAL KITCHEN INC

ATTN DONOR SERVICES 200 MASSACHUSET
S AVE NW 7TH FLOOR
WASHINGTON,DC20001 		NONE PUBLIC CHARITY GENERAL SUPPORT 15,000

ZEN HOSPICE PROJECT INC

601 VAN NESS AVE SUITE E3-802
SAN FRANCISCO,CA94102 		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000
Total .................................right arrow 3a 598,418
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 37,404  
4 Dividends and interest from securities ....     14 201,360  
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 ............ 		    18 128,445  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    01 15,533  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 382,742 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
382,742
(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 (2023)
Form 990-PF (2023)
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
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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.
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Firm's name SmallBullet
 Firm's EIN SmallBullet
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 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE THENDARA FOUNDATION
EIN:
31-1126072
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 18,212 0   18,212

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE THENDARA FOUNDATION
EIN:
31-1126072
Name of Bond End of Year Book Value End of Year Fair Market Value
INVESTMENTS - CORPORATE BONDS 0 22

TY 2023 InvestmentsCorpStockSchedule
Name:
THE THENDARA FOUNDATION
EIN:
31-1126072
Name of Stock End of Year Book Value End of Year Fair Market Value
PUBLICLY TRADED SECURITIES 8,648,362 11,364,809

TY 2023 OtherDecreasesSchedule
Name:
THE THENDARA FOUNDATION
EIN:
31-1126072
Description Amount
BASIS ADJUSTMENTS 4,355


TY 2023 OtherExpensesSchedule
Name:
THE THENDARA FOUNDATION
EIN:
31-1126072
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
REGISTRATION EXPENSES 11,449 0   11,449
BANK FEES 85 0   85


TY 2023 OtherIncomeSchedule2
Name:
THE THENDARA FOUNDATION
EIN:
31-1126072
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 15,533   15,533


TY 2023 OtherProfessionalFeesSchedule
Name:
THE THENDARA FOUNDATION
EIN:
31-1126072
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 80,771 80,771   0