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 SHATZ FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)29 MONTROSE RD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SCARSDALE, NY10583
A Employer identification number

47-2492793
B Telephone number (see instructions)

(914) 629-6711
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$331,189J 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 107 107  
4 Dividends and interest from securities... 11,236 11,236  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,108
b Gross sales price for all assets on line 6a 67,018
7 Capital gain net income (from Part IV, line 2)... 6,108
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).......      
12 Total. Add lines 1 through 11........ 17,451 17,451  
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
800 0   0
c Other professional fees (attach schedule)....        
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
273 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,073 0   0
25 Contributions, gifts, grants paid....... 47,047 47,047
26 Total expenses and disbursements. Add lines 24 and 25 48,120 0   47,047
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -30,669
b Net investment income (if negative, enter -0-) 17,451
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............. 27,199 58,497 58,498
2 Savings and temporary cash investments.........      
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).......      
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).......... 294,746 Click to see attachment
List of Attached Documents:
// Content
233,837 		272,691
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) 321,945 292,334 331,189
Liabilities 17 Accounts payable and accrued expenses.......... 4,660 5,718
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)......... 4,660 5,718
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 317,285 286,616
29 Total net assets or fund balances (see instructions)..... 317,285 286,616
30 Total liabilities and net assets/fund balances (see instructions). 321,945 292,334
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
317,285
2
Enter amount from Part I, line 27a .....................
2
-30,669
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
286,616
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
286,616
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 JPM EQ INC FD 1352.57 SHS P 2016-04-26 2023-09-12
b JPM HIGH YIELD FD 5887.045 SHS P 2016-04-26 2023-09-12
c CAPITAL GAINS DIVIDENDS P    
d
e
(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 30,000   19,112 10,888
b 36,676   41,798 -5,122
c 342     342
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       10,888
b       -5,122
c       342
d
e
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 6,108
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) 1 243
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........................... 3 243
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- ..... 5 243
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 0
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 0
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 9 243
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
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
 
No
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 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 arrowSPECTOR FOO WEISSMAN LLP Telephone no.right arrow (516) 437-3800

Located atright arrow1979 MARCUS AVENUE SUITE E-146LAKE SUCCESSNY ZIP+4right arrow11042
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
DAVID SHATZ TREASURER DIRECTOR
0.00 		0 0 0
29 MONTROSE ROAD
SCARSDALE,NY10583
KAREN SHATZ SECRETARY DIRECTOR
0.00 		0 0 0
29 MONTROSE ROAD
SCARSDALE,NY10583
DANIEL SHATZ PRESIDENT TREASURER
0.00 		0 0 0
29 MONTROSE ROAD
SCARSDALE,NY10583
ILANA SHATZ VP DIRECTOR
0.00 		0 0 0
29 MONTROSE ROAD
SCARSDALE,NY10583
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
NONE
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
308,127
b
Average of monthly cash balances.......................
1b
32,628
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
340,755
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
340,755
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
5,111
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
335,644
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
16,782
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
16,782
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
243
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
243
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
16,539
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
16,539
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
16,539
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
47,047
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
47,047
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 16,539
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 25,502
b From 2019...... 18,454
c From 2020...... 13,907
d From 2021...... 25,915
e From 2022...... 19,530
f Total of lines 3a through e ........ 103,308
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 47,047
a Applied to 2022, 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 2023 distributable amount..... 16,539
e Remaining amount distributed out of corpus 30,508
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 5 133,816
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 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		25,502
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		108,314
10 Analysis of line 9:
a Excess from 2019.... 18,454
b Excess from 2020.... 13,907
c Excess from 2021.... 25,915
d Excess from 2022.... 19,530
e Excess from 2023.... 30,508
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

9-11 MEMORIAL MUSEUM

180 GREENWICH STREET
NEW YORK,NY10007 		NONE PUBLIC EXEMPT PURPOSE 125

AAVS

801 OLD YORK RD STE 204
JENKINTOWN,PA19046 		NONE PUBLIC EXEMPT PURPOSE 75

ACTBLUE CHARITIES

366 SUMMER ST
SOMERVILLE,MA02144 		NONE PUBLIC EXEMPT PURPOSE 100

AFMDA-SHEADS

20 WEST 36TH ST SUITE 1100
NEW YORK,NY10018 		NONE PUBLIC EXEMPT PURPOSE 800

AFRICAN WILDLIFE FOUNDATION

1100 NEW JERSEY AVE SE SUITE 900
WASHINGTON,DC20003 		NONE PUBLIC EXEMPT PURPOSE 200

ALLEY CAT RESCUE ALLIANCE

PO BOX 585
MOUNT RAINIER,MD20712 		NONE PUBLIC EXEMPT PURPOSE 225

SAVE LONG BEACH ISLAND

344 13TH STREET
SURF CITY,NJ08008 		NONE PUBLIC EXEMPT PURPOSE 400

AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE

633 THIRD AVENUE 20TH FL
NEW YORK,NY10017 		NONE PUBLIC EXEMPT PURPOSE 250

AMERICAN HUMAN ASSOCIATION

1400 16TH STREET NW SUITE 360
WASHINGTON,DC20036 		NONE PUBLIC EXEMPT PURPOSE 150

AMERICAN JEWISH COMMITTE

165 EAST 56TH STREET
NEW YORK,NY10022 		NONE PUBLIC EXEMPT PURPOSE 1,000

AMERICAN RIVERS

1101 14TH STREET NWSUITE 1400
WASHINGTON,DC20005 		NONE PUBLIC EXEMPT PURPOSE 50

AMERICAN SOC YAD VASHEM

500 FIFTH AVE 42ND FLOOR
NEW YORK,NY10110 		NONE PUBLIC EXEMPT PURPOSE 180

ANIMAL HAVEN

200 CENTER STREET
NEW YORK,NY10015 		NONE PUBLIC EXEMPT PURPOSE 50

ANIMAL LEGAL DEFENSE

525 EAST COTATI AVENUE
COTATI,CA94931 		NONE PUBLIC EXEMPT PURPOSE 150

ASPCA

PO BOX 96929
WASHINGTON,DC20090 		NONE PUBLIC EXEMPT PURPOSE 200

ASSOCIATED HUMANE SOCIETIES

124 EVERGREEN AVE
NEWARK,NJ07114 		NONE PUBLIC EXEMPT PURPOSE 58

BEACH HAVEN FIRST AID

PO BOX 1291
BEACH HAVEN,NJ08008 		NONE PUBLIC EXEMPT PURPOSE 125

PROJECT VERITAS

1214 WEST BOSTON POST RD
MAMARONECK,NY10543 		NONE PUBLIC EXEMPT PURPOSE 100

BELEV ECHAD

1766 2ND AVE
NEW YORK,NY10128 		NONE PUBLIC EXEMPT PURPOSE 100

BEST FRIENDS OF ANIMALS SANCTUARY

5001 ANGEL CANYON RD
KANAB,UT84741 		NONE PUBLIC EXEMPT PURPOSE 225

BIDEAWEE

410 EAST 38TH STREET
NEW YORK,NY10016 		NONE PUBLIC EXEMPT PURPOSE 100

BNAI BRITH INTERNATIONAL

1120 20TH STREET NW 300N
WASHINGTON,DC20036 		NONE PUBLIC EXEMPT PURPOSE 860

BORN FREE USA

8737 COLESVILLE RD SUITE 715
SILVER SPRING,MD20910 		NONE PUBLIC EXEMPT PURPOSE 75

BOYS TOWN OF JERUSALEM

1 PENN PLAZA SUITE 6250
NEW YORK,NY10119 		NONE PUBLIC EXEMPT PURPOSE 400

BRONX ZOO

2300 SOUTHERN BLVD
BRONX,NY10460 		NONE PUBLIC EXEMPT PURPOSE 361

CAMERA

150 CALIFORNIA ST STE 302
NEWTON,MA02458 		NONE PUBLIC EXEMPT PURPOSE 5,000

AMERICAN HEART ASSOCIATION

50 SOUTH MAIN ST
AKRON,OH44308 		NONE PUBLIC EXEMPT PURPOSE 10

CAT ASSISTANCE

PO BOX 539
ARDSLEY,NY10502 		NONE PUBLIC EXEMPT PURPOSE 100

CHOSEN PEOPLE MINISTRIES

241 EAST 51ST ST
NEW YORK,NY10022 		NONE PUBLIC EXEMPT PURPOSE 100

CONSUMER REPORTS

101 TRUMAN AVENUE
YONKERS,NY10703 		NONE PUBLIC EXEMPT PURPOSE 105

DAVID HOROWITZ FREEDOM CENTER

4128 PEPSI PLACE
CHANTILLY,VA20151 		NONE PUBLIC EXEMPT PURPOSE 250

THE BUSCH WILDLIFE SANCT

17855 ROCKY PNES RD
JUPITER,FL33458 		NONE PUBLIC EXEMPT PURPOSE 50

DEFENDERS OF WILDLIFE

1130 17TH STREET NW
WASHINGTON,DC20036 		NONE PUBLIC EXEMPT PURPOSE 100

DORIS DAY ANIMAL FOUNDATION

8033 SUNSET BLVD SUITE 845
LOS ANGELES,CA90046 		NONE PUBLIC EXEMPT PURPOSE 500

MSKGIVING

6TH FL 885 SECOND AVENUE
NEW YORK,NY10017 		NONE PUBLIC EXEMPT PURPOSE 50

DOROT

171 WEST 85TH ST
NEW YORK,NY10024 		NONE PUBLIC EXEMPT PURPOSE 116

EARTH JUSTICE

50 CALIFORNIA STREET STE 500
SAN FRANCISCO,CA94111 		NONE PUBLIC EXEMPT PURPOSE 100

EDF ENVIRONMENTAL DEFENSE FUND

257 PARK AVENUE SOUTH
NEW YORK,NY10010 		NONE PUBLIC EXEMPT PURPOSE 200

EMETONLINE

1146 19TH ST NW FIFTH FLOOR
WASHINGTON,DC20036 		NONE PUBLIC EXEMPT PURPOSE 250

ALZHEIMERS ASSOCIATION

225 NORTH MICHIGAN AVE SUITE 1700
CHICAGO,IL60601 		NONE PUBLIC EXEMPT PURPOSE 100

AARP FOUNDATION

3200 CARSON ST
LAKEWOOD,CA90712 		NONE PUBLIC EXEMPT PURPOSE 40

FARM SANCTARY

3100 AIKENS RD
WATKINS GLEN,NY14891 		NONE PUBLIC EXEMPT PURPOSE 75

FRIENDS OF IDF ORG

60 EAST 42ND STREET
NEW YORK,NY10165 		NONE PUBLIC EXEMPT PURPOSE 369

AMERICANS FOR BEN-GURION UNIVERSITY

1001 6TH AVE 19TH FLOOR
NEW YORK,NY10018 		NONE PUBLIC EXEMPT PURPOSE 610

FRIENDS OF ISRAEL DISABLED VETERANS

1133 BROADWAY STE 232
NEW YORK,NY10010 		NONE PUBLIC EXEMPT PURPOSE 2,180

FRIENDS OF YAD SARAH

445 PARK AVE STE 1702
NEW YORK,NY10022 		NONE PUBLIC EXEMPT PURPOSE 72

GATESTONE INSTITUTE

14 EAST 60TH STREET SUITE 705
NEW YORK,NY10022 		NONE PUBLIC EXEMPT PURPOSE 450

GORILLA FUND

800 CHEROKEE AVENUE SE
ARDSLEY,GA30115 		NONE PUBLIC EXEMPT PURPOSE 125

HADASSAH THE WOMEN'S ZIONIST ORGANIZATION

300 PLEASANT VALLEY WAY
WEST ORANGE,NJ07052 		NONE PUBLIC EXEMPT PURPOSE 200

UNITED STATES DEPUTY SHERIFFLS ASSOCIATION

2909 S SPRUCE ST
WICHITA,KS67216 		NONE PUBLIC EXEMPT PURPOSE 53

HILLSDALE COLLEGE

33 EAST COLLEGE ST
HILLSDALE,MI49242 		NONE PUBLIC EXEMPT PURPOSE 90

HSLF DM

1255 23RD STREET NW SUITE 455
WASHINGTON,DC20037 		NONE PUBLIC EXEMPT PURPOSE 12

HSUS WILDLIFE LAND TRUST

700 PROFESSIONAL DR
GAITHERSBURG,MD20879 		NONE PUBLIC EXEMPT PURPOSE 200

HUMANE SOCIETY INTERNATIONAL

700 PROFESSIONAL DR
GAITHERSBURG,MD20879 		NONE PUBLIC EXEMPT PURPOSE 50

HUMANE SOCIETY OF WESTCH

70 PORTMAN RD
NEW ROCHELLE,NY10801 		NONE PUBLIC EXEMPT PURPOSE 50

INTERNAL PRIMATE PROTEC

120 PRIMATE LN
SUMMERVILLE,SC29483 		NONE PUBLIC EXEMPT PURPOSE 50

JANE GOODALL INSTITUTE

1120 20TH STREET NW 520S
WASHINGTON,DC20036 		NONE PUBLIC EXEMPT PURPOSE 100

JBS JEWISHBROADCASTINGS

165 WEST 46TH ST SUITE 402
NEW YORK,NY10036 		NONE PUBLIC EXEMPT PURPOSE 400

JCC OF LBI NJ

2411 LONG BEACH BLVD
SPRAY BEACH,NJ08008 		NONE PUBLIC EXEMPT PURPOSE 5,325

MEDIA RESEARCH CENTER

1900 CAMPUS CMNS DR
RESTON,VA20191 		NONE PUBLIC EXEMPT PURPOSE 300

JERSEY SHORE ANIMAL CENTER

185 BRICK BLVD
BRICK,NJ08723 		NONE PUBLIC EXEMPT PURPOSE 50

JEWISH FEDERATION OF OCEAN COUNTY

1235A RT 70
LAKEWOOD,NJ08701 		NONE PUBLIC EXEMPT PURPOSE 185

JEWISH INSTITUTE FOR NATIONAL SECURITY OF AMERICA

1101 14TH STREET NWSUITE 1030
WASHINGTON,DC20005 		NONE PUBLIC EXEMPT PURPOSE 100

JEWISH NATIONAL FUND

42 EAST 69TH STREET
NEW YORK,NY10021 		NONE PUBLIC EXEMPT PURPOSE 1,000

JEWISH VOICE

10850 NORTH 24TH AVE
PHOENIX,AZ85029 		NONE PUBLIC EXEMPT PURPOSE 250

LEAGUE CONSERVATION VOTERS

740 15TH ST NORTH WEST ST 700
WASHINGTON,DC20005 		NONE PUBLIC EXEMPT PURPOSE 100

MERCY FOR ANIMALS

8033 SUNSET BLVD SUITE 845
LOS ANGELES,CA90046 		NONE PUBLIC EXEMPT PURPOSE 75

MONELL CHEMICAL SENSES CENTER

3500 MARKET STREET
PHILADELPHIA,PA19104 		NONE PUBLIC EXEMPT PURPOSE 500

MOTHERS AGAINST DRUNK DRIVING

511 EAST JOHN CARPENTER FWY STE 700
IRVING,TX75062 		NONE PUBLIC EXEMPT PURPOSE 50

NATGEO SOCIETY

1145 17TH STREET NW
WASHINGTON,DC20036 		NONE PUBLIC EXEMPT PURPOSE 40

JERUSALEM PRAYER TEAM

1501 HALL JOHNSON 2001
COLLEYVILLE,TX76034 		NONE PUBLIC EXEMPT PURPOSE 30

NATIONAL ANTI-VIVISECTION SOCIETY

53 W JACKSON BLVD STE 1552
CHICAGO,IL60604 		NONE PUBLIC EXEMPT PURPOSE 50

NATIONAL AUDUBON SOCIETY

225 VARICK STREET 7TH FLOOR
NEW YORK,NY10014 		NONE PUBLIC EXEMPT PURPOSE 100

NATIONAL LAW ENFORCEMENT

444 EAST ST NORTH WEST
WASHINGTON,DC20001 		NONE PUBLIC EXEMPT PURPOSE 100

SACRAMENTO REGION COMMUNITY FOUNDATION

955 UNIVERSITY AVE
SACRAMENTO,CA95825 		NONE PUBLIC EXEMPT PURPOSE 50

NATIONAL PARK FOUNDATION

1500 K STREET NW SUITE 700
WASHINGTON,DC20005 		NONE PUBLIC EXEMPT PURPOSE 100

NATURAL RESOURCES DEFENSE COUNCIL

40 WEST 20TH STREET 11TH FLOOR
NEW YORK,NY10011 		NONE PUBLIC EXEMPT PURPOSE 75

NETWORK FOR ANIMALS

4957 CROSS POINTE DRIVE
OLDSMAR,FL34677 		NONE PUBLIC EXEMPT PURPOSE 100

NETWORK FOR GOOD

1140 CONNECTICUT AVE NW STE 700
WASHINGTON,DC20036 		NONE PUBLIC EXEMPT PURPOSE 177

NEW YORK LEAGUE OF CONSERVATION

30 BROAD ST 30TH FLOOR
NEW YORK,NY10004 		NONE PUBLIC EXEMPT PURPOSE 50

NJIT

323 MLK JR BLVD RM 579
NEWARK,NJ07102 		NONE PUBLIC EXEMPT PURPOSE 1,000

NORTH SHORE ANIMAL LEAGUE

25 DAVIS AVENUE
PORT WASHINGTON,NY11050 		NONE PUBLIC EXEMPT PURPOSE 200

NPCA

777 6TH ST NORTH WEST STE 700
WASHINGTON,DC20001 		NONE PUBLIC EXEMPT PURPOSE 50

OCEAN CONSERVANCY

1300 19TH ST NORTH WEST
WASHINGTON,DC20036 		NONE PUBLIC EXEMPT PURPOSE 150

ORT AMERICA INC

75 MAIDEN LN 10TH FLOOR
NEW YORK,NY10038 		NONE PUBLIC EXEMPT PURPOSE 250

HERITAGE FOUNDATION

214 MASSACHUSETTS AVE NORTH EAST
BSMT
WASHINGTON,DC20002 		NONE PUBLIC EXEMPT PURPOSE 100

PHYSICIANS COMMITTEE FOR RESPONSIBLE MEDICINE

5100 WISCONSIN AVE NORTH WEST STE
400
WASHINGTON,DC20016 		NONE PUBLIC EXEMPT PURPOSE 125

PRIMARILYPRIMATESINC

26099 DULL KNIFE TRL
SAN ANTONIO,TX78255 		NONE PUBLIC EXEMPT PURPOSE 50

RAIN FOREST ALLIANCE

PO BOX 841
WARRENTON,VA20188 		NONE PUBLIC EXEMPT PURPOSE 100

RIVERKEEPER

20 SECOR RD
OSSINING,NY10562 		NONE PUBLIC EXEMPT PURPOSE 50

SECURE AMERICA NOW

4128 PEPSI PLACE
CHANTILLY,VA20151 		NONE PUBLIC EXEMPT PURPOSE 100

SIERRA CLUB

2101 WEBSTER ST SUITE 1300
OAKLAND,CA94612 		NONE PUBLIC EXEMPT PURPOSE 150

SIMON WIESETHAL CENTER

1399 ROXBURY DR STE100
LOS ANGELES,CA90035 		NONE PUBLIC EXEMPT PURPOSE 360

SPCA INTERNATIONAL

242 WEST 30TH STREET
NEW YORK,NY10001 		NONE PUBLIC EXEMPT PURPOSE 60

SPCA OF WESTCHESTER

590 NORTH STATE ROAD
BRIARCLIFF MANOR,NY10510 		NONE PUBLIC EXEMPT PURPOSE 50

STAND WITH US

PO BOX 341069
LOS ANGELES,CA90034 		NONE PUBLIC EXEMPT PURPOSE 4,800

CENTRAL FUND OF ISRAEL

461 CENTRAL AVENUE
CEDARHURST,NY11516 		NONE PUBLIC EXEMPT PURPOSE 800

STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION

2361 HYLAN BLVD STE 3
STATEN ISLAND,NY10308 		NONE PUBLIC EXEMPT PURPOSE 45

STEVE'S CAMP

245 8TH AVENUE 394
NEW YORK,NY10011 		NONE PUBLIC EXEMPT PURPOSE 1,000

SURFLIGHT THEATRE

201 ENGLESIDE AVE
BEACH HAVEN,NJ08008 		NONE PUBLIC EXEMPT PURPOSE 500

SUSAN G KOMEN

13770 NOEL ROAD STE 801889
DALLAS,TX75380 		NONE PUBLIC EXEMPT PURPOSE 50

SVAC

PO BOX 92
SCARSDALE,NY10583 		NONE PUBLIC EXEMPT PURPOSE 100

TEMPLE ISRAEL CENTER

280 OLD MAMARONECK RD
WHITE PLANES,NY10605 		NONE PUBLIC EXEMPT PURPOSE 108

THE BIRTHRIGHT ISRAEL

PO BOX 21615
NEW YORK,NY10087 		NONE PUBLIC EXEMPT PURPOSE 1,500

THE HUMANE LEAGUE

1601 WALNUT ST STE 502
PHILADELPHIA,PA19102 		NONE PUBLIC EXEMPT PURPOSE 50

THE JEWISH MUSEUM

1109 5TH AVE
NEW YORK,NY10128 		NONE PUBLIC EXEMPT PURPOSE 175

THE MARINE MAMMAL CENTER

2000 BUNKER ROAD
SAUSALITO,CA94965 		NONE PUBLIC EXEMPT PURPOSE 75

THE NATURE CONSVNCY

4245 FAIRFAX DR STE 100
ARLINGTON,VA22203 		NONE PUBLIC EXEMPT PURPOSE 100

THIRTEEN LLC

825 EIGTH AVENUE
NEW YORK,NY10019 		NONE PUBLIC EXEMPT PURPOSE 75

TRUST FOR PUBLIC LAND

PO BOX 889336
LOS ANGELES,CA90088 		NONE PUBLIC EXEMPT PURPOSE 50

UJA FEDERATION

130 E 59TH ST
NEW YORK,NY10022 		NONE PUBLIC EXEMPT PURPOSE 300

UNION CNCRND SCIENTISTS

TWO BRATTLE SQUARE 6TH FLOOR
CAMBRIDGE,MA02138 		NONE PUBLIC EXEMPT PURPOSE 100

USPS PO LONG BEACH

7401 LONG BCH BLVD
LONG BEACH TOWNSHIP,NJ08008 		NONE PUBLIC EXEMPT PURPOSE 126

USDSA CONVENTIONAL

2233 SOUTH WEST ST CT
WICHITA,KS67212 		NONE PUBLIC EXEMPT PURPOSE 25

WATERKEEPER ALLIANCE

180 MAIDEN LANE SUITE 603
NEW YORK,NY10038 		NONE PUBLIC EXEMPT PURPOSE 100

WORLD ANIMAL PROTECTION

535 EIGHT AVE 3RD FLOOR
NEW YORK,NY10018 		NONE PUBLIC EXEMPT PURPOSE 100

WORLD JEWISH CONGRESS

PO BOX 70343
PHILADELPHIA,PA19176 		NONE PUBLIC EXEMPT PURPOSE 2,300

ZIONIST ORGANIZATION OF AMERICA

633 THIRD AVENUE 20TH FL
NEW YORK,NY10017 		NONE PUBLIC EXEMPT PURPOSE 1,500

WEITZMAN NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY

101 SOUTH INDEPENDENCE HALL
PHILADELPHIA,PA19106 		NONE PUBLIC EXEMPT PURPOSE 90

THE WILDERNESS SOCIETY

1615 M ST NW
WASHINGTON,DC20036 		NONE PUBLIC EXEMPT PURPOSE 100

STEPHEN GAYNOR SCHOOL

148 WEST 90TH ST
NEW YORK,NY10024 		NONE PUBLIC EXEMPT PURPOSE 500

AMERICAN HEART ASSOCIATION

50 SOUTH MAIN ST
AKRON,OH44308 		NONE PUBLIC EXEMPT PURPOSE 10

MEMORIAL SLOAN-KETTERING CANCER CENTER

633 THIRD AVENUE 5TH FL
NEW YORK,NY10017 		NONE PUBLIC EXEMPT PURPOSE 500

FIDFORG - UNREST

60 EAST 42ND STREET
NEW YORK,NY10165 		NONE PUBLIC EXEMPT PURPOSE 360

WHITE COAT WASTE PROJECT

3118 PRETTY LK AVE
NORFOLK,VA23518 		NONE PUBLIC EXEMPT PURPOSE 50

AMAC ACTION

39308 TREELINE DR
LADY LAKE,FL32159 		NONE PUBLIC EXEMPT PURPOSE 50

TEMPLE BETH EL NURSERY SCHOOL

67 US HWY 206
HILLSBOROUGH,NJ08844 		NONE PUBLIC EXEMPT PURPOSE 513

JER PRAYER TEAM INTL

1501 HALL JOHNSON 2001
COLLEYVILLE,TX76034 		NONE PUBLIC EXEMPT PURPOSE 50

WHITE PLAINS HOSPITAL CENTER

41 EAST POST RD
WHITE PLANES,NY10601 		NONE PUBLIC EXEMPT PURPOSE 100

FIRST RESPONDER

3723 BIRCH ST SUITE 10
NEWPORT BEACH,CA92660 		NONE PUBLIC EXEMPT PURPOSE 100

ANMERICAN FRIENDS OF TEL AVIV UNIVERSITY

8 WEST 40TH ST FL 8
NEW YORK,NY10018 		NONE PUBLIC EXEMPT PURPOSE 180

AMERICAN COMMITTEE FOR SHAARE ZADEK

55 WEST 39TH ST FL 4
NEW YORK,NY10018 		NONE PUBLIC EXEMPT PURPOSE 72

ALGEMEINER

788 EASTERN PARKWAY SUITE 303
BROOKLYN,NY11213 		NONE PUBLIC EXEMPT PURPOSE 250

AMERICAN CENTER FOR LAW AND JUSTICE

1000 REGENT UNIVERSITY DR RH ST 422
VIRGINIA BEACH,VA23464 		NONE PUBLIC EXEMPT PURPOSE 25
Total .................................right arrow 3a 47,047
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 ........... 		    14 107  
4 Dividends and interest from securities ....     14 11,236  
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 ............ 		    14 342 5,766
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 11,685 5,766
13Total. Add line 12, columns (b), (d), and (e)..................
13
17,451
(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.)
4 DIVIDEND INCOME IS EARNED ON INVESTMENTS TO BE USED FOR CHAR. PURPOSES
8 CAPITAL GAIN IS EARNED ON INVESTMENTS TO BE USED FOR CHAR. PURPOSES
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
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 (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE SHATZ FAMILY FOUNDATION INC
EIN:
47-2492793
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 800 0   0

TY 2023 InvestmentsOtherSchedule2
Name:
THE SHATZ FAMILY FOUNDATION INC
EIN:
47-2492793
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
JP MORGAN SECURITIES AT COST 233,837 272,691

TY 2023 OtherExpensesSchedule
Name:
THE SHATZ FAMILY FOUNDATION INC
EIN:
47-2492793
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FILING FEES 174 0   0
MEMBERSHIP FEES 99 0   0