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 LONG FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)40 N IH 35 SUITE 7C2
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
AUSTIN, TX78701
A Employer identification number

74-2916682
B Telephone number (see instructions)

(512) 479-4080
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$9,996,714J 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      
4 Dividends and interest from securities... 196,407 196,407  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 70,945
b Gross sales price for all assets on line 6a 1,694,205
7 Capital gain net income (from Part IV, line 2)... 70,945
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
233 233  
12 Total. Add lines 1 through 11........ 267,585 267,585  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 90,432 13,565   76,867
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 14,333 2,150   12,183
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,326 0   7,326
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
66,731 64,892   1,838
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
10,551 2,772   7,779
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 13,676 2,051   11,625
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,576 686   3,890
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 207,625 86,116   121,508
25 Contributions, gifts, grants paid....... 333,000 333,000
26 Total expenses and disbursements. Add lines 24 and 25 540,625 86,116   454,508
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -273,040
b Net investment income (if negative, enter -0-) 181,469
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 Savings and temporary cash investments......... 211,106 264,057 264,057
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) 14,502 Click to see attachment
List of Attached Documents:
// Content
12,905 		12,616
b Investments—corporate stock (attach schedule)....... 5,219,216 Click to see attachment
List of Attached Documents:
// Content
5,143,435 		7,724,622
c Investments—corporate bonds (attach schedule)....... 418,706 Click to see attachment
List of Attached Documents:
// Content
26,117 		34,837
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).......... 1,079,512 Click to see attachment
List of Attached Documents:
// Content
1,223,488 		1,454,739
14 Land, buildings, and equipment: basis right arrow158,460
Less: accumulated depreciation (attach schedule) right arrow   158,460 Click to see attachment
List of Attached Documents:
// Content
158,460 		505,843
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,101,502 6,828,462 9,996,714
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...........    
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 7,101,502 6,828,462
29 Total net assets or fund balances (see instructions)..... 7,101,502 6,828,462
30 Total liabilities and net assets/fund balances (see instructions). 7,101,502 6,828,462
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
7,101,502
2
Enter amount from Part I, line 27a .....................
2
-273,040
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
6,828,462
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
6,828,462
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 PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
c
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 1,675,229   1,623,260 51,969
b 18,976     18,976
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       51,969
b       18,976
c
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 70,945
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 2,522
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,522
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,522
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 3,882
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 3,882
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 1,360
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,360 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 arrowTX
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 arrowWWW.LONGFOUNDATION.ORG
14
The books are in care ofright arrowTHE LONG FOUNDATION Telephone no.right arrow (512) 479-4080

Located atright arrow40 N IH 35 SUITE 7C2AUSTINTX ZIP+4right arrow78701
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)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 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
JOE R LONG PRESIDENT/DIRECTOR
5.00 		0 0 0
40 N IH 35 SUITE 7C2
AUSTIN,TX78701
KALLY A LONG DIRECTOR
1.00 		0 0 0
40 N IH 35 SUITE 7C2
AUSTIN,TX78701
RUBY LU ANN LONG DIRECTOR
1.00 		0 0 0
40 N IH 35 SUITE 7C2
AUSTIN,TX78701
MITCHELL A LONG SEC./TREAS./DIR./EXECUTIVE DIRECTOR
40.00 		90,432 7,394 0
40 N IH 35 SUITE 7C2
AUSTIN,TX78701
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
JOWERS PONDER & ASSOCIATES INVESTMENT MANAGEMENT 64,229
3455 PEACHTREE RD NE STE 1000
ATLANTA,GA30326
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
8,756,245
b
Average of monthly cash balances.......................
1b
375,841
c
Fair market value of all other assets (see instructions)................
1c
75,876
d
Total (add lines 1a, b, and c).........................
1d
9,207,962
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
9,207,962
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
138,119
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,069,843
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
453,492
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
453,492
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,522
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,522
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
450,970
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
450,970
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
450,970
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
454,508
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
454,508
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 7 450,970
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 446,713
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$ 454,508
a Applied to 2022, but not more than line 2a 446,713
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..... 7,795
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 .......... 		443,175
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).)
JOE R LONG
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 e-mail address of the person to whom applications should be addressed:
MITCHELL A LONG EXECUTIVE DIRECTOR
40 N IH 35 SUITE 7C2
AUSTIN,TX78701
(512) 479-4080
bThe form in which applications should be submitted and information and materials they should include:
SEE ORGANIZATION'S WEBSITE: WWW.LONGFOUNDATION.ORG
cAny submission deadlines:
SEE ORGANIZATION'S WEBSITE: WWW.LONGFOUNDATION.ORG
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE ORGANIZATION'S WEBSITE: WWW.LONGFOUNDATION.ORG
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

ANTHROPOS ARTS

PO BOX 685000
AUSTIN,TX78768 		N/A PC GRANT SUPPORTING YOUTH MUSIC PROGRAM 10,000

ASSISTANCE LEAGUE OF AUSTIN

4901 BURNET ROAD
AUSTIN,TX78756 		N/A PC GRANT SUPPORTING OPERATION WISH LIST PROGRAM 10,000

AUSTIN CLASSICAL GUITAR

PO BOX 4072
AUSTIN,TX78765 		N/A PC GRANT SUPPORTING AUSTIN AREA SCHOOL-BASED GUITAR PROGRAM 20,000

AUSTIN PARTNERS IN EDUCATION

PO BOX 6118
AUSTIN,TX78762 		N/A PC GRANT SUPPORTING MATH CLASSROOM COACHING PROGRAM 10,000

AUSTIN SOUNDWAVES

PO BOX 28251
AUSTIN,TX78755 		N/A PC GRANT TO ADVANCE MUSICIAN PROGRAM INCLUDING COLLEGE ASSISTANCE 20,000

AVANCE-AUSTIN

PO BOX 19105
AUSTIN,TX78760 		N/A PC GRANT SUPPORTING PARENT-CHILD PROGRAM 20,000

BOOKSPRING

PO BOX 153024
AUSTIN,TX78715 		N/A PC GENERAL SUPPORT GRANT FOR VARIOUS PROGRAMS 10,000

BREAKTHROUGH AUSTIN

1050 EAST 11TH STREET SUITE 350
AUSTIN,TX78702 		N/A PC GRANT SUPPORTING SUMMER PROGRAMS 15,000

CAPITAL IDEA

PO BOX 1784
AUSTIN,TX78767 		N/A PC GRANT SUPPORTING 2-YEAR DEGREE PROGRAM 10,000

CASA OF TRAVIS COUNTY

7600 CHEVY CHASE DRIVE SUITE 200
AUSTIN,TX78752 		N/A PC SUPPORTING SPANISH-SPEAKING VOL. ADVOCATES 15,000

CENTER FOR CHILD PROTECTION

8509 FM 969 BUILDING 2
AUSTIN,TX78724 		N/A PC GRANT SUPPORTING FAMILY ADVOCATE PROGRAM 10,000

COLLEGE POSSIBLE-TEXAS

PO BOX 142308
AUSTIN,TX78714 		N/A PC GRANT SUPPORTING AUSTIN AREA PROGRAM 15,000

CON MI MADRE

1825 FORTVIEW ROAD SUITE 114
AUSTIN,TX78704 		N/A PC GENERAL SUPPORT GRANT FOR AUSTIN AREA PROGRAM 15,000

E3 ALLIANCE

5930 MIDDLE FISKVILLE ROAD SUITE
507
AUSTIN,TX78752 		N/A PC GRANT SUPPORTING EMERGENCY BRIDGE FUNDING PROGRAM 15,000

FOUNDATION COMMUNITIES

3000 S IH-35 SUITE 300
AUSTIN,TX78704 		N/A PC GRANT SUPPORTING COLLEGE HUB PROGRAM 20,000

GIRL EMPOWERMENT NETWORK

PO BOX 3122
AUSTIN,TX78764 		N/A PC GRANT SUPPORTING GIRL CONNECT PROGRAM AT SELECTED AREA SCHOOLS 10,000

PELOTONU

1201 HACKBERRY STREET
AUSTIN,TX78702 		N/A PC GRANT SUPPORTING ONLINE COLLEGE DEGREE PROGRAM 18,000

SAFE ALLIANCE

PO BOX 19454
AUSTIN,TX78760 		N/A PC GRANT SUPPORTING SUMMER EDUCATION PROGRAM 15,000

SUSTAINABLE FOOD CENTER

2921 EAST 17TH STREET BUILDING C
AUSTIN,TX78702 		N/A PC GRANT SUPPORTING BILINGUAL SPANISH-LANGUAGE PROGRAMMING 10,000

THE LONG CENTER FOR THE PERFORMING ARTS

701 W RIVERSIDE DRIVE
AUSTIN,TX78704 		N/A PC SPONSORSHIP GRANT FOR THE TERESA LOZANO LONG DAY OPEN HOUSE COMMUNITY CELEBRATION 5,000

TODOS JUNTOS LEARNING CENTER

PO BOX 41213
AUSTIN,TX78704 		N/A PC GRANT SUPPORTING EARLY CHILDHOOD EDUCATION PROGRAM 10,000

UNIVERSITY OF TEXAS FOUNDATION FBO LITERACY FIRST

PO BOX 250
AUSTIN,TX78767 		N/A PC GRANT SUPPORTING LITERACY FIRST'S READING PROGRAM 20,000

UNIVERSITY OF TEXAS FOUNDATION FBO UTEACH

PO BOX 250
AUSTIN,TX78767 		N/A PC GRANT SUPPORTING UTEACH INTERNSHIP PROGRAM 10,000

UNIVERSITY OF TEXAS-RIO GRANDE VALLEY

701 E EXPRESSWAY 83 BOX 13
MCALLEN,TX78501 		N/A GOV MEDICAL SCHOOL SCHOLARSHIPS 20,000
Total .................................right arrow 3a 333,000
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 ........... 		         
4 Dividends and interest from securities ....     14 196,407  
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 70,945  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    01 233  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 267,585 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
267,585
(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
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 LONG FOUNDATION
EIN:
74-2916682
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX RETURN PREPARATION 7,326 0   7,326

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE LONG FOUNDATION
EIN:
74-2916682
Name of Bond End of Year Book Value End of Year Fair Market Value
SBA 5219 83 ABS 2013 2,103 429
FHLMC CMO 2013 4153 YD 02.000% 24,014 34,408

TY 2023 InvestmentsCorpStockSchedule
Name:
THE LONG FOUNDATION
EIN:
74-2916682
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOT LABS 38,803 36,763
NEXTERA ENERGY INC SHS 29,703 33,771
NINTENDO LTD ADR 25,418 28,968
NORFOLK SOUTHERN CORP 29,364 53,422
NORTHROP GRUMMAN CORP 14,836 20,598
NORTHROP GRUMMAN CORP 36,121 38,387
NORTHROP GRUMMAN CORP 20,017 17,789
NOVARTIS ADR 30,352 36,046
NOVO NORDISK A S ADR 9,910 53,380
NVIDIA 15,802 200,564
NXP SEMICONDUCTORS N.V. 10,735 13,092
PACCAR INC 9,823 11,327
PACKAGING CORP AMERICA 14,905 19,875
PAYCHEX INC 10,008 37,758
PAYPAL HOLDINGS INC SHS 41,939 24,134
PEPSICO INC 13,776 15,795
PEPSICO INC 18,010 25,646
PFIZER INC 38,908 25,191
ORACLE CORP $0.01 37,773 110,069
NEWMONT CORPORATION 111,472 136,587
NETFLIX COM INC 77,910 117,825
MARRIOTT INTL INC NEW A 10,223 14,658
MARSH & MCLENNAN COS INC 12,285 21,221
MARSH & MCLENNAN COS INC 15,646 34,105
MASTERCARD INC 33,443 39,665
MCDONALDS CORP COM 17,362 25,796
MCKESSON CORPORATION COM 12,025 29,631
MERCK AND CO INC 20,122 45,134
META PLATFORMS INC CLASS A COMMON STOCK 47,269 207,421
MICROSOFT CORP 40,704 105,667
MICROSOFT CORP 5,054 56,823
MICROSOFT CORP 11,429 138,383
MONDELEZ INTERNATIONAL INC 16,611 26,944
MONSTER BEVERAGE SHS 13,395 81,345
MORGAN STANLEY 21,240 23,779
MOTOROLA SOLUTIONS INC 22,547 49,155
NASDAQ OMX GRP INC 14,880 18,779
NESTLE S A REP RG 21,435 22,317
NESTLE S A REP RG 20,410 27,636
PHILIP MORRIS INTL INC 23,581 26,436
YUM CHINA HOLDINGS INC 5,965 11,880
PHILIP MORRIS INTL INC 47,752 49,674
PIONEER NATURAL RES CO 7,085 6,522
TESLA INC 127,739 141,882
TEXAS INSTRUMENTS 22,135 33,922
TEXAS INSTRUMENTS 34,140 54,547
THERMO FISHER SCIENTIFIC 37,918 37,155
TJX COS INC NEW 23,603 32,646
TRANE TECHNOLOGIES PLC 8,784 28,536
UNION PACIFIC CORP 23,243 28,492
UNION PACIFIC CORP 15,778 25,790
UNITED PARCEL SVC CL B 28,646 39,123
UNITEDHEALTH GROUP INC 24,126 52,647
VERIZON COMMUNICATNS 25,447 22,771
VERTEX PHARMCTLS INC 35,830 73,240
VISA INC CL A SHRS 27,563 148,660
WALMART INC 23,830 26,012
WEC ENERGY GROUP INC SHS 26,872 29,207
WORKDAY INC CL A 16,133 33,127
YUM BRANDS INC 11,920 30,705
TARGET CORP 24,099 22,787
STARBUCKS CORP 31,453 46,373
PNC FINCL SERVICES GROUP 10,857 13,162
PROGRESSIVE CRP OHIO 18,277 30,104
PROGRESSIVE CRP OHIO 25,439 40,935
PROLOGIS INC 31,301 35,325
PROLOGIS INC 34,021 43,856
QUALCOMM INC 19,357 47,873
REGENERON PHARMACTCLS 21,815 58,845
ROCHE HLDG LTD SPN ADR 30,070 28,187
RTX CORP 18,294 18,595
S&P GLOBAL INC 27,415 30,836
SALESFORCE COM INC 53,623 91,836
SANDOZ GROUP AG 1,699 2,273
SCHWAB CHARLES CORP NEW 25,430 34,538
SCHWAB CHARLES CORP NEW 37,353 46,715
SEI INVT CO PA PV $0.01 15,798 33,173
SHOPIFY INC CL A 42,181 55,932
SOUTHERN COMPANY 21,686 24,682
STARBUCKS CORP 41,537 43,685
LOWE'S COMPANIES INC 16,112 35,831
LOWE'S COMPANIES INC 6,801 50,741
LINDE PLC REG SHS 20,495 47,642
BLOCK INC 46,821 33,570
BOEING COMPANY 99,278 155,093
BROADCOM INC 28,110 66,975
CHEVRON CORP 16,655 17,303
CHEVRON CORP 20,109 38,047
CHEVRON CORP 27,851 32,666
CHUBB LTD 16,525 24,408
CINN FINCL CRP OHIO 8,624 24,520
CISCO SYSTEMS INC 14,074 36,273
CITIGROUP INC COM NEW 14,855 15,175
COMCAST CORP NEW CL A 37,954 36,834
COMCAST CORP NEW CL A 26,873 27,362
COMCAST CORP NEW CL A 29,981 34,159
LOWE'S COMPANIES INC 20,672 26,038
CIGNA COPR REG SHS 28,831 38,330
BLACKROCK INC 15,237 54,962
BERKSHIRE HATHWAY INC 24,605 55,639
ABBVIE INC SHS 15,953 16,582
ABBVIE INC SHS 18,890 34,558
ACCENTRUE PLC SHS 20,537 25,266
ACCENTURE PLC SHS 23,303 50,180
AIR PRODUCTS&CHEM 41,234 43,260
ALIBABA GROUP HOLDING LT 35,295 22,090
ALPHABET INC SHS CL A 13,072 88,563
ALPHABET INC SHS CL C 11,407 78,216
ALTRIA GROUP INC 29,120 25,858
AMAZON COM INC 22,868 146,774
AMER EXPRESS COMPANY 23,519 26,602
AMER EXPRESS COMPANY 23,034 35,033
AMERICAN TOWER REIT INC 30,206 36,484
ANALOG DEVICES INC COM 22,877 27,203
AON PLC REG SHS 19,551 27,065
APPLE INC 15,761 75,857
APPLE INC 36,035 103,004
AUTODESK INC 14,092 83,757
BARRICK GOLD CORPORATION 169,159 90,450
CROWN CASTLE REIT INC 32,634 32,600
DEERE CO 5,871 16,795
CONOCOPHILLIPS 20,449 35,401
DIAGEO PLC SPSD ADR NEW 26,955 33,356
GENL DYNAMICS CORP COM 22,722 25,967
GOLDMAN SACHS GROUP INC 89,366 102,229
HONEYWELL INTL INC DEL 23,113 25,165
HONEYWELL INTL INC DEL 23,417 29,150
ILLINOIS TOOL WORKS INC 15,205 20,693
ILLUMINA INC 62,470 34,810
INTUITIVE SURGICAL INC 17,174 33,399
JOHNSON AND JOHNSON 18,856 18,182
JOHNSON AND JOHNSON 42,930 48,490
JPMORGAN CHASE & CO 33,586 41,675
JPMORGAN CHASE & CO 91,034 114,818
JPMORGAN CHASE & CO 32,729 46,267
KENVUE INC 20,258 18,903
KKR & CO INC 15,988 20,215
KLA CORP 9,921 16,858
DIAGEO PLC SPSD ADR NEW 17,965 15,877
FIDELITY NATL INFO SVCS INC 17,655 17,180
FREEPORT-MCMORAN INC 142,410 212,850
FIDELITY NATL INFO SVCS INC 37,717 36,703
DISNEY (WALT) CO COM STK 95,054 74,489
DOMINION ENERGY INC 23,396 20,128
DOMINION ENERGY INC 26,188 18,283
DUKE ENERGY CORP 26,008 26,686
DUPONT DE NEMOURS INC 18,018 18,309
EASTERLY GOVT PROPERTIES INC SHS 246,518 161,280
EATON CORP PLC 22,079 34,678
ELEVANCE HEALTH INC 20,398 31,123
EATON CORP PLC 9,446 17,339
EXXON MOBIL CORP COM 36,469 32,194
FACTSET RESH SYS INC 9,709 43,412
FASTENAL COMPANY 17,441 40,093
EXPEDITORS INTL WASH INC 12,903 42,994
ZOETIS INC 28,696 30,790
FIDELITY MSCI UTILITIES 502,851 538,739

TY 2023 InvestmentsGovtObligationsSch
Name:
THE LONG FOUNDATION
EIN:
74-2916682
US Government Securities - End of Year Book Value:

12,905
US Government Securities - End of Year Fair Market Value:

12,616
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 InvestmentsOtherSchedule2
Name:
THE LONG FOUNDATION
EIN:
74-2916682
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BLACKSTONE REAL ESTATE INCOME TRUST INC AT COST 284,912 370,798
PARTNERS GROUP PRIVATE EQ MASTER FD LLC CL I AT COST 558,785 684,890
CLZ4 SUN ISS CIBC AT COST 125,000 119,875
STARWOOD REAL ESTATE INCOME TRUST INC AT COST 254,791 279,176

TY 2023 LandEtcSchedule2
Name:
THE LONG FOUNDATION
EIN:
74-2916682
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
CONDOMINIUM 158,460 0 158,460 505,843


TY 2023 OtherExpensesSchedule
Name:
THE LONG FOUNDATION
EIN:
74-2916682
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 331 0   331
INSURANCE 2,637 396   2,241
ADMINISTRATIVE EXPENSE 1,367 150   1,217
SUPPLIES 241 140   101


TY 2023 OtherIncomeSchedule2
Name:
THE LONG FOUNDATION
EIN:
74-2916682
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 233 233 233


TY 2023 OtherProfessionalFeesSchedule
Name:
THE LONG FOUNDATION
EIN:
74-2916682
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 64,229 64,229   0
PAYROLL SERVICES 2,163 324   1,838
PROPERTY VALUATION CONSULTANT 339 339   0


TY 2023 TaxesSchedule
Name:
THE LONG FOUNDATION
EIN:
74-2916682
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
REAL ESTATE TAXES 9,152 1,373   7,779
FOREIGN TAXES 1,399 1,399   0