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 05-01-2023 , and ending 04-30-2024
Name of foundation
SYD & JAN M SILVERMAN FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1532 AFT
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PENNINGTON, NJ08534
A Employer identification number

22-3125351
B Telephone number (see instructions)

(888) 866-3275
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$5,492,912J 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... 88,845 88,080  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 110,549
b Gross sales price for all assets on line 6a 145,514
7 Capital gain net income (from Part IV, line 2)... 110,549
8 Net short-term capital gain......... 0
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
2,948    
12 Total. Add lines 1 through 11........ 202,342 198,629  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,250 0 0 1,250
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
48,150 28,890   19,260
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
657 657   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
715 647   68
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 50,772 30,194 0 20,578
25 Contributions, gifts, grants paid....... 233,595 233,595
26 Total expenses and disbursements. Add lines 24 and 25 284,367 30,194 0 254,173
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -82,025
b Net investment income (if negative, enter -0-) 168,435
c Adjusted net income (if negative, enter -0-)... 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............. 1 24 24
2 Savings and temporary cash investments......... 96,294 49,202 49,202
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
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 arrow0      
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).......... 3,551,673 Click to see attachment
List of Attached Documents:
// Content
3,515,516 		5,443,686
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) 3,647,968 3,564,742 5,492,912
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
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........ 3,647,968 3,564,742
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,647,968 3,564,742
30 Total liabilities and net assets/fund balances (see instructions). 3,647,968 3,564,742
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
3,647,968
2
Enter amount from Part I, line 27a .....................
2
-82,025
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,565,943
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,201
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,564,742
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 164. ISHARES RUSSELL 1000 GROWTH   2014-07-02 2024-04-01
b 7. ISHARES US TECHNOLOGY ETF   2022-03-22 2024-04-01
c 184. ISHARES US TECHNOLOGY ETF   2013-09-30 2024-04-01
d 530. SPDR GOLD TRUST   2020-03-11 2023-05-12
e 15. SPDR GOLD TRUST   2018-10-03 2023-05-12
157. SPDR GOLD TRUST   2018-09-20 2023-05-12
558. SPDR GOLD TRUST   2017-01-20 2023-05-12
68. SPDR GOLD TRUST   2022-01-26 2023-05-12
68. SPDR GOLD TRUST   2022-01-26 2023-06-12
530. SPDR GOLD TRUST   2020-03-11 2023-06-12
15. SPDR GOLD TRUST   2018-10-03 2023-06-12
157. SPDR GOLD TRUST   2018-09-20 2023-06-12
558. SPDR GOLD TRUST   2017-01-20 2023-06-12
68. SPDR GOLD TRUST   2022-01-26 2023-07-11
530. SPDR GOLD TRUST   2020-03-11 2023-07-11
15. SPDR GOLD TRUST   2018-10-03 2023-07-11
157. SPDR GOLD TRUST   2018-09-20 2023-07-11
558. SPDR GOLD TRUST   2017-01-20 2023-07-11
68. SPDR GOLD TRUST   2022-01-26 2023-08-09
530. SPDR GOLD TRUST   2020-03-11 2023-08-09
15. SPDR GOLD TRUST   2018-10-03 2023-08-09
157. SPDR GOLD TRUST   2018-09-20 2023-08-09
558. SPDR GOLD TRUST   2017-01-20 2023-08-09
68. SPDR GOLD TRUST   2022-01-26 2023-09-11
530. SPDR GOLD TRUST   2020-03-11 2023-09-11
15. SPDR GOLD TRUST   2018-10-03 2023-09-11
157. SPDR GOLD TRUST   2018-09-20 2023-09-11
558. SPDR GOLD TRUST   2017-01-20 2023-09-11
68. SPDR GOLD TRUST   2022-01-26 2023-10-10
530. SPDR GOLD TRUST   2020-03-11 2023-10-10
15. SPDR GOLD TRUST   2018-10-03 2023-10-10
157. SPDR GOLD TRUST   2018-09-20 2023-10-10
558. SPDR GOLD TRUST   2017-01-20 2023-10-10
68. SPDR GOLD TRUST   2022-01-26 2023-11-07
530. SPDR GOLD TRUST   2020-03-11 2023-11-07
15. SPDR GOLD TRUST   2018-10-03 2023-11-07
157. SPDR GOLD TRUST   2018-09-20 2023-11-07
558. SPDR GOLD TRUST   2017-01-20 2023-11-07
68. SPDR GOLD TRUST   2022-01-26 2023-12-07
530. SPDR GOLD TRUST   2020-03-11 2023-12-07
15. SPDR GOLD TRUST   2018-10-03 2023-12-07
157. SPDR GOLD TRUST   2018-09-20 2023-12-07
558. SPDR GOLD TRUST   2017-01-20 2023-12-07
7. VANGUARD DIVIDEND APPRECIATION ETF   2019-03-14 2024-04-01
7. VANGUARD DIVIDEND APPRECIATION ETF   2022-03-22 2024-04-01
125. VANGUARD ENERGY ETF   2022-03-22 2024-04-01
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 55,112   14,993 40,119
b 947   714 233
c 24,882   3,604 21,278
d 32   26 6
e 1   1  
9   6 3
34   20 14
4   4  
4   4  
33   28 5
1   1  
10   6 4
35   22 13
4   4  
32   27 5
1   1  
10   6 4
34   21 13
4   4  
33   28 5
1   1  
10   6 4
35   22 13
4   4  
32   28 4
1   1  
10   6 4
34   21 13
4   4  
32   28 4
1   1  
9   6 3
33   22 11
4   4  
32   27 5
1   1  
9   6 3
33   21 12
4   4  
32   26 6
1   1  
9   6 3
33   20 13
1,270   761 509
1,270   1,130 140
16,571   13,288 3,283
      44,817
      44,817
      44,817
      44,817
      44,817
      44,817
      44,817
      44,817
      44,817
      44,817
      44,817
      44,817
      44,817
      44,817
      44,817
      44,817
      44,817
      44,817
      44,817
      44,817
      44,817
      44,817
      44,817
      44,817
      44,817
      44,817
      44,817
      44,817
      44,817
      44,817
      44,817
      44,817
      44,817
      44,817
      44,817
      44,817
      44,817
      44,817
      44,817
      44,817
      44,817
      44,817
      44,817
      44,817
      44,817
      44,817
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       40,119
b       233
c       21,278
d       6
e        
      3
      14
       
       
      5
       
      4
      13
       
      5
       
      4
      13
       
      5
       
      4
      13
       
      4
       
      4
      13
       
      4
       
      3
      11
       
      5
       
      3
      12
       
      6
       
      3
      13
      509
      140
      3,283
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 110,549
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 2,341
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 2,341
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 2,341
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,236
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,236
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 1,105
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 arrow0 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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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 arrowDE
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 arrow  
14
The books are in care ofright arrowBANK OF AMERICA NA Telephone no.right arrow (888) 866-3275

Located atright arrowPO BOX 1532 AFTPENNINGTONNJ ZIP+4right arrow08534
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
MARK SILVERMAN DIRECTOR
1 		0    
21 LAKEVIEW LANE
NEW CANAAN,CT06840
MARIE SILVERMAN MARICH DIRECTOR/SECRETARY
1 		0    
37 SAMMIS LANE
WHITE PLAINS,NY10605
MATTHEW SILVERMAN DIRECTOR
1 		0    
1514 STATE ROUTE 213
HIGH FALLS,NY12440
MICHAEL SILVERMAN DIRECTOR
1 		0    
10663 EAST TERRA DRIVE
SCOTTSDALE,AZ85258
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 arrow  
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
5,191,371
b
Average of monthly cash balances.......................
1b
122,546
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,313,917
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
5,313,917
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
79,709
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,234,208
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
261,710
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
261,710
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,341
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,341
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
259,369
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
259,369
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
259,369
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
254,173
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
254,173
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 7 259,369
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 232,661
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 254,173
a Applied to 2022, but not more than line 2a 232,661
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..... 21,512
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 .......... 		237,857
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.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
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 e-mail address of the person to whom applications should be addressed:
MARK SILVERMAN PRESIDENT OF FDN
21 LAKEVIEW LANE
NEW CANAAN,CT06840
(203) 861-5925
N/A
bThe form in which applications should be submitted and information and materials they should include:
DETAILED DESCRIPTION OF PROJECT OR ORGANIZATION
cAny submission deadlines:
N/A
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
N/A
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

NEW CANAAN YMCA - SPECIAL NEEDS FD

564 SOUTH AVENUE
NEW CANAAN,CT06840 		N/A PC UNRESTRICTED GENERAL 1,000

MEMORIAL SLOAN KETTERING CANCER CTR

PO BOX 27106
NEW YORK,NY10087 		N/A PC UNRESTRICTED GENERAL 5,000

WAMC - NORTHEAST PUBLIC RADIO

318 CENTRAL AVENUE
ALBANY,NY12206 		N/A PC UNRESTRICTED GENERAL 1,000

FOOD BANK OF LOWER FAIRFIELD COUNTY INC

461 GLENBROOK ROAD
STAMFORD,CT06906 		N/A PC UNRESTRICTED GENERAL 1,500

WILLISTON NORTHAMPTON SCHOOL

19 PAYSON AVENUE
EASTHAMPTON,MA01207 		N/A PC UNRESTRICTED GENERAL 3,000

TRUSTEES OF DEERFIELD ACADEMY

PO BOX 87
DEERFIELD,MA01342 		N/A PC UNRESTRICTED GENERAL 1,000

CLARK UNIVERSITY

950 MAIN STREET
WORCESTER,MA01610 		N/A PC UNRESTRICTED GENERAL 5,000

BERKSHIRE SCHOOL INC

245 N UNDERMOUNTAIN ROAD
SHEFFIELD,MA01257 		N/A PC UNRESTRICTED GENERAL 1,000

PLANNED PARENTHOOD OF SOUTHERN
NEW ENGLAND INC
345 WHITNEY AVENUE
NEW HAVEN,CT06511 		N/A PC UNRESTRICTED GENERAL 1,000

THE FREDERICK GUNN SCHOOL

99 GREEN HILL ROAD
WASHINGTON DEPOT,CT06793 		N/A PC UNRESTRICTED GENERAL 2,000

NEW CANAAN LIBRARY

151 MAIN STREET
NEW CANAAN,CT06840 		N/A PC UNRESTRICTED GENERAL 1,000

NEW CANAAN COUNTRY SCHOOL INC

PO BOX 997
NEW CANAAN,CT06840 		N/A PC UNRESTRICTED GENERAL 2,500

ST MARK'S EPISCOPAL CHURCH

111 OENOKE RIDGE
NEW CANAAN,CT06840 		N/A PC UNRESTRICTED GENERAL 4,000

TRINITY COLLEGE - LONGWALK SOCIETY

300 SUMMIT STREET
HARTFORD,CT06106 		N/A PC UNRESTRICTED GENERAL 1,000

LOOMIS CHAFFEE SCHOOL

4 BATCHELDER ROAD
WINDSOR,CT06095 		N/A PC UNRESTRICTED GENERAL 1,000

RUMSEY HALL SCHOOL

201 ROMFORD ROAD
WASHINGTON DEPOT,CT06794 		N/A PC UNRESTRICTED GENERAL 1,000

NEW CANAAN YMCA

564 SOUTH AVENUE
NEW CANAAN,CT06840 		N/A PC UNRESTRICTED GENERAL 4,000

NEW CANAAN COMMUNITY FDN INC

111 CHERRY STREET
NEW CANAAN,CT06840 		N/A PC UNRESTRICTED GENERAL 2,000

AMERICARES FOUNDATION

88 HAMILTON AVE
STAMFORD,CT06902 		N/A PC UNRESTRICTED GENERAL 1,500

KIDS IN CRISIS INC

1 SALEM STREET
COS COB,CT06807 		N/A PC UNRESTRICTED GENERAL 5,000

VILLA MARIA EDUCATION CENTER INC

161 SKY MEADOW DRIVE
STAMFORD,CT06903 		N/A PC UNRESTRICTED GENERAL 3,000

WHITE PLAINS PERFORMING ARTS CTR INC

11 CITY PLACE
WHITE PLAINS,NY10601 		N/A PC UNRESTRICTED GENERAL 5,000

PLANNED PARENTHOOD FEDERATION OF AMERICA

PO BOX 97166
WASHINGTON,DC20077 		N/A PC UNRESTRICTED GENERAL 1,000

ST VINCENT'S HOSPITAL WESTCHESTER

275 NORTH STREET
HARRISON,NY10528 		N/A PC UNRESTRICTED GENERAL 7,000

CARDINAL MCCLOSKEY SCHOOL AND HOME FOR
CHILDREN INC
115 EAST STEVENS AVENUE
VALHALLA,NY10595 		N/A PC UNRESTRICTED GENERAL 3,000

IONA PREPARATORY SCHOOL

255 WILMOT ROAD
NEW ROCHELLE,NY10804 		N/A PC UNRESTRICTED GENERAL 4,800

OUR LADY OF SORROWS CHURCH

920 MAMARONEK AVENUE
WHITE PLAINS,NY10605 		N/A PC UNRESTRICTED GENERAL 6,000

AMERICAN CANCER SOCIETY INC

PO BOX 105457
ATLANTA,GA30348 		N/A PC UNRESTRICTED GENERAL 1,000

MEMORIAL SLOAN KETTERING CANCER CTR

PO BOX 5028
HAGERSTOWN,MD21741 		N/A PC UNRESTRICTED GENERAL 1,000

CORPORATION FOR PUBLIC BROADCASTING

401 NINTH STREET NW
WASHINGTON,DC20004 		N/A PC UNRESTRICTED GENERAL 1,000

MEALS ON WHEELS OF WHITE PLAINS INC

311 NORTH STREET
WHITE PLAINS,NY10605 		N/A PC UNRESTRICTED GENERAL 2,000

ALZHEIMER'S DISEASE AND RELATED
DISORDERS ASSN INC
225 NORTH MICHIGAN AVENUE STE 1700
CHICAGO,IL60601 		N/A PC BROCK YATES TRIBUTE FUND 2,000

THE CARDINAL'S APPEAL

1101 FIRST AVENUE 14TH FLOOR
NEW YORK,NY10022 		N/A PC UNRESTRICTED GENERAL 500

WHITE PLAINS HISTORICAL SOCIETY

4 GROVE ROAD
NORTH WHITE PLAINS,NY10603 		N/A PC UNRESTRICTED GENERAL 1,000

NYU - STERN - HASKINS

25 WEST 4TH STREET 4TH FL
NEW YORK,NY10012 		N/A PC UNRESTRICTED GENERAL 500

CROHN'S & COLITIS FOUNDATION

733 THIRD AVE STE 510
NEW YORK,NY10017 		N/A PC UNRESTRICTED GENERAL 500

WHITE PLAINS BEAUTIFICATION FDN INC

PO BOX 1614
WHITE PLAINS,NY10602 		N/A PC UNRESTRICTED GENERAL 5,000

YMCA OF KINGSTON AND ULSTER COUNTY

507 BROADWAY
KINGSTON,NY12401 		N/A PC UNRESTRICTED GENERAL 1,000

ST JOSEPH'S CHURCH

34 S CHESTNUT STREET
NEW PALTZ,NY12561 		N/A PC UNRESTRICTED GENERAL 500

ST PETER'S CATHOLIC CHURCH

1017 KEATOR AVENUE
ROSENDALE,NY12472 		N/A PC UNRESTRICTED GENERAL 1,000

CARDINAL HAYES HOME FOR CHILDREN

PO BOX CH
MILLBROOK,NY12545 		N/A PC UNRESTRICTED GENERAL 3,000

ULSTER COUNTY SPCA

20 WEIDY ROAD
KINGSTON,NY12401 		N/A PC UNRESTRICTED GENERAL 2,000

ULSTER COUNTY HISTORICAL SOCIETY

PO BOX 279
STONE RIDGE,NY12484 		N/A PC UNRESTRICTED GENERAL 2,000

FAMILY OF WOODSTOCK INC

PO BOX 3516
KINGSTON,NY12402 		N/A PC UNRESTRICTED GENERAL 2,000

MOHONK PRESERVE INC

PO BOX 715
NEW PALTZ,NY12561 		N/A PC UNRESTRICTED GENERAL 2,000

LEDERMEN CHILDREN'S CENTER

3007 ROUTE 213 EAST
STONE RIDGE,NY12484 		N/A PC UNRESTRICTED GENERAL 1,000

PEOPLES PLACE

17 ST JAMES STREET
KINGSTON,NY12401 		N/A PC UNRESTRICTED GENERAL 2,000

NORTH COUNTRY LIFE FLIGHT

PO BOX 994
SARANAC LAKE,NY12983 		N/A PC UNRESTRICTED GENERAL 1,000

CATSKILL ANIMAL SANCTUARY INC

316 OLD STAGE ROAD
SAUGERTIES,NY12477 		N/A PC UNRESTRICTED GENERAL 2,000

COLGATE UNIVERSITY

13 OAK DRIVE
HAMILTON,NY13346 		N/A PC UNRESTRICTED GENERAL 1,000

ST LAWRENCE UNIVERSITY

23 ROMODA DRIVE
CANTON,NY13617 		N/A PC UNRESTRICTED GENERAL 2,000

ST AGNES CHURCH SCHOOL

169 HILLCREST AVE
LAKE PLACID,NY12946 		N/A PC UNRESTRICTED GENERAL 2,000

INTERNATIONAL MOTOR RACING RESEARCH CTR

610 S DECATUR STREET
WATKINS GLEN,NY14891 		N/A PC UNRESTRICTED GENERAL 2,000

VOICES CENTER FOR RESILIENCE

80 MAIN ST STE 5
NEW CANAAN,CT06840 		N/A PC UNRESTRICTED GENERAL 4,800

SQUASH HAVEN INC

70 TOWER PARKWAY
NEW HAVEN,CT06511 		N/A PC UNRESTRICTED GENERAL 1,500

STAYING PUT IN NEW CANAAN INC

PO BOX 484
NEW CANAAN,CT06840 		N/A PC UNRESTRICTED GENERAL 1,000

FOOD BANK OF THE HUDSON VALLEY

195 HUDSON STREET
CORNWALLONHUDSON,NY12520 		N/A PC UNRESTRICTED GENERAL 1,000

ULSTER GARDEN CLUB

PO BOX 2623
KINGSTON,NY12402 		N/A PC UNRESTRICTED GENERAL 2,000

VILLANOVA UNIVERSITY

800 E LANCASTER AVENUE
VILLANOVA,PA19085 		N/A PC UNRESTRICTED GENERAL 1,000

COMMUNITY FOUNDATION OF ULSTER COUNTY

80 WASHINGTON STREET STE 201
POUGHKEEPSIE,NY12601 		N/A PC UNRESTRICTED GENERAL 2,165

ST MARY'S FOOD BANK ALLIANCE

2831 N 31ST AVENUE
PHOENIX,AZ85009 		N/A PC UNRESTRICTED GENERAL 4,000

PITTSBURGH VINTAGE GRAND PRIX ASSN INC

1000 GAMMA DRIVE STE 106
PITTSBURGH,PA15238 		N/A PC UNRESTRICTED GENERAL 2,500

CATHOLICS COME HOME INC

560 WEST CROSSVILLE ROAD STE 101
ROSWELL,GA30075 		N/A PC UNRESTRICTED GENERAL 1,000

CHANNEL 13

PO BOX 1313
NEW YORK,NY10101 		N/A PC UNRESTRICTED GENERAL 1,000

HOME FUR GOOD ANIMAL MEDICAL FUND

10220 NORTH 32ND STREET
PHOENIX,AZ85028 		N/A PC UNRESTRICTED GENERAL 3,000

HOMELESS YOUTH CONNECTION

224 E HATCHER ROAD
PHOENIX,AZ85020 		N/A PC UNRESTRICTED GENERAL 5,000

WOMANS CLUB OF WHITE PLAINS FDN INC

305 RIDGEWAY
WHITE PLAINS,NY10605 		N/A PC UNRESTRICTED GENERAL 5,000

THE NICHOLAS CENTER

382 MAIN STREET
PORT WASHINGTON,NY11050 		N/A PC UNRESTRICTED GENERAL 7,165

STONE RIDGE LIBRARY FDN INC

3700 MAIN STREET
STONE RIDGE,NY12484 		N/A PC UNRESTRICTED GENERAL 8,000

KAPPA KAPPA GAMMA FDN

6640 RIVERSIDE DRIVE STE 200
DUBLIN,OH43017 		N/A PC UNRESTRICTED GENERAL 1,000

BRADLEY UNIVERSITY

1501 WEST BRADLEY AVENUE
PEORIA,IL61625 		N/A PC UNRESTRICTED GENERAL 2,000

FUTURE 5 INC

135 ATLANTIC ST
STAMFORD,CT06902 		N/A PC UNRESTRICTED GENERAL 2,000

CENTRAL SCHOOL REGION CENTER WESTCHESTER

86 MAYFLOWER AVE
NEW ROCHELLE,NY10801 		N/A PC OLS SCHOOL WHITE PLAINS 3,000

HUMAN SERVICES CAMPUS INC

204 S 12TH AVENUE
PHOENIX,AZ85007 		N/A PC UNRESTRICTED GENERAL 5,000

PROJECT SLEEP

PO BOX 292522
LOS ANGELES,CA90029 		N/A PC UNRESTRICTED GENERAL 2,000

FURNISHING DIGNITY

PO BOX 51209
PHOENIX,AZ85076 		N/A PC UNRESTRICTED GENERAL 3,000

RONDOUT VALLEY GROWERS ASSN

PO BOX 867
STONE RIDGE,NY12484 		N/A PC UNRESTRICTED GENERAL 1,000

DAUGHTERS OF LIBERTY'S LEGACY INC

4 GROVE ROAD
NORTH WHITE PLAINS,NY10603 		N/A PC UNRESTRICTED GENERAL 1,000

SAINT CECILIA CATHOLIC COMMUNITY

555 NORTH COMMERCIAL ROAD STE 01
PALM SPRINGS,CA92262 		N/A PC UNRESTRICTED GENERAL 2,000

MARBLETOWN FIRST AID UNIT INC

PO BOX 323
HIGH FALLS,NY12440 		N/A PC UNRESTRICTED GENERAL 1,000

SOUTH EAST EUROPEAN FILM FESTIVAL

7119 W SUNSET BLVD STE 306
LOS ANGELES,CA90046 		N/A PC UNRESTRICTED GENERAL 1,000

NATIONAL PUBLIC RADIO INC

1111 NORTH CAPITOL STREET NE
WASHINGTON,DC20002 		N/A PC UNRESTRICTED GENERAL 1,000

OPEN SPACE INSTITUTE INC

1350 BROADWAY STE 201
NEW YORK,NY10138 		N/A PC UNRESTRICTED GENERAL 1,000

NATIONAL TRUST FOR HISTORIC PRESERVATION
GLASS HOUSE
600 14TH ST NW STE 500
WASHINGTON,DC20005 		N/A PC UNRESTRICTED GENERAL 1,000

ROANOKE COLLEGE

221 COLLEGE LANE
SALEM,VA24153 		N/A PC UNRESTRICTED GENERAL 1,000

ETERNAL WORD TELEVISION NETWORK INC

5817 OLD LEEDS ROAD
IRONDALE,AL35210 		N/A PC UNRESTRICTED GENERAL 1,000

ROSENDALE THEATRE COLLECTIVE

408 MAIN STREET
ROSENDALE,NY12472 		N/A PC UNRESTRICTED GENERAL 1,000

GREENS LEDGE LIGHT PRESERVATION SOCIETY
INC
101 ROWAYTON AVE 2ND FLOOR
NORWALK,CT06853 		N/A PC UNRESTRICTED GENERAL 3,000

PERCY GRAINGER AMERICA INC

21 TRISTAN LANE
WILLIAMSVILLE,NY14221 		N/A PC UNRESTRICTED GENERAL 1,000

THE CENTER FOR THE RIGHTS OF ABUSED CHILDREN

3900 CAMELBACK RD STE 300
PHOENIX,AZ85018 		N/A PC UNRESTRICTED GENERAL 4,000

AMERICAN SERBIAN ASSN FOR PROSPERITY

400 N OAKHURST AVE STE 105
BEVERLY HILLS,CA90210 		N/A PC UNRESTRICTED GENERAL 1,000

PHOENIX ART MUSEUM

1625 NORTH CENTRAL AVENUE
PHOENIX,AZ85004 		N/A PC UNRESTRICTED GENERAL 1,000

THE SOCIETY OF ST VINCENT DE PAUL

PO BOX 13600
PHOENIX,AZ85002 		N/A PC UNRESTRICTED GENERAL 4,000

HOSPICE OF THE VALLEY

1510 EAST FLOWER STREET
PHOENIX,AZ85014 		N/A PC UNRESTRICTED GENERAL 2,000

CENTRAL ARIZONA SHELTER SERVICES INC

230 S 12TH AVENUE
PHOENIX,AZ85007 		N/A PC UNRESTRICTED GENERAL 4,000

WASTE NOT INC

1700 N GRANITE REEF ROAD
SCOTTSDALE,AZ85257 		N/A PC UNRESTRICTED GENERAL 4,665

SOUTHWEST CENTER FOR HIVAIDS INC

1101 NORTH CENTRAL AVENUE STE 200
PHOENIX,AZ85004 		N/A PC UNRESTRICTED GENERAL 4,000

FOOTHILLS ANIMAL RESCUE

10197 E BELL ROAD
SCOTTSDALE,AZ85260 		N/A PC UNRESTRICTED GENERAL 3,000

NEW CANAAN CHAMBER MUSIC

452 MAIN STREET
NEW CANAAN,CT06840 		N/A PC UNRESTRICTED GENERAL 500

FRIENDS OF EIGHT ARIZONA PBS

555 N CENTRAL AVE STE 500
PHOENIX,AZ85004 		N/A PC UNRESTRICTED GENERAL 1,000

CC OF NEW CANAAN

95 COUNTY CLUB ROAD
NEW CANAAN,CT06840 		N/A PC UNRESTRICTED GENERAL 2,000

LIBERTY WILDLIFE RESEARCH

2600 E ELWOOD ST
PHOENIX,AZ85040 		N/A PC UNRESTRICTED GENERAL 2,000

AMERICAN RED CROSS

PO BOX 96454
WASHINGTON,DC20090 		N/A PC UNRESTRICTED GENERAL 1,000
Total .................................right arrow 3a 233,595
bApproved for future payment
Total ................................. right arrow 3b  
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 88,845  
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 ............ 		    18 110,549  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 2,948  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   202,342  
13Total. Add line 12, columns (b), (d), and (e)..................
13
202,342
(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:
SYD & JAN M SILVERMAN FOUNDATION INC
EIN:
22-3125351
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE 1,250     1,250

TY 2023 InvestmentsOtherSchedule2
Name:
SYD & JAN M SILVERMAN FOUNDATION INC
EIN:
22-3125351
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
245914817 DELAWARE EMERGING MA AT COST 67,432 92,166
921943858 VANGUARD FTSE DEVELO AT COST 72,137 93,043
78463V107 SPDR GOLD TRUST AT COST 174,220 281,363
32008F606 FIRST EAGLE GLOBAL F AT COST 1,207,704 1,449,275
464287614 ISHARES RUSSELL 1000 AT COST 128,721 491,040
921908844 VANGUARD DIVIDEND AP AT COST 52,073 123,249
922908751 VANGUARD SMALL-CAP E AT COST 300,360 369,643
464287598 ISHARES RUSSELL 1000 AT COST 420,674 667,993
464287721 ISHARES US TECHNOLOG AT COST 18,509 121,121
55273E822 MFS INTERNATIONAL VA AT COST 141,021 158,659
92647N766 VICTORYSHARES US 500 AT COST 730,014 1,368,638
922908553 VANGUARD REAL ESTATE AT COST 87,143 87,014
92204A306 VANGUARD ENERGY ETF AT COST 102,580 125,797
92204A504 VANGUARD HEALTH CARE AT COST 4,246 4,353
81369Y605 FINANCIAL SELECT SEC AT COST 8,682 10,332

TY 2023 OtherDecreasesSchedule
Name:
SYD & JAN M SILVERMAN FOUNDATION INC
EIN:
22-3125351
Description Amount
TIMING DIFFERENCE 1,201


TY 2023 OtherExpensesSchedule
Name:
SYD & JAN M SILVERMAN FOUNDATION INC
EIN:
22-3125351
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES-DIVIDEND I 647 647   0
OTHER CHARITABLE EXPENSES 68 0   68


TY 2023 OtherIncomeSchedule2
Name:
SYD & JAN M SILVERMAN FOUNDATION INC
EIN:
22-3125351
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 2,948 0  


TY 2023 OtherProfessionalFeesSchedule
Name:
SYD & JAN M SILVERMAN FOUNDATION INC
EIN:
22-3125351
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 48,150 28,890   19,260


TY 2023 TaxesSchedule
Name:
SYD & JAN M SILVERMAN FOUNDATION INC
EIN:
22-3125351
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 574 574   0
FOREIGN TAXES ON NONQUALIFIED 83 83   0