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
Westminster Barrington Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

20-3956194
B Telephone number (see instructions)

(800) 839-1754
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$4,068,054J 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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 5,642 5,642  
4 Dividends and interest from securities... 144,371 144,371  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 17,980
b Gross sales price for all assets on line 6a 358,402
7 Capital gain net income (from Part IV, line 2)... 18,706
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
101,882    
12 Total. Add lines 1 through 11........ 269,875 168,719  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
20,153 20,153    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,300      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
13,175     13,175
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 34,628 20,153   13,175
25 Contributions, gifts, grants paid....... 200,650 200,650
26 Total expenses and disbursements. Add lines 24 and 25 235,278 20,153   213,825
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 34,597
b Net investment income (if negative, enter -0-) 148,566
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......... 300,026 198,279 198,279
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,545,831 Click to see attachment
List of Attached Documents:
// Content
2,680,293 		3,652,857
c Investments—corporate bonds (attach schedule)....... 200,000 Click to see attachment
List of Attached Documents:
// Content
100,000 		100,030
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).......... 15,006 Click to see attachment
List of Attached Documents:
// Content
116,888 		116,888
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) 3,060,863 3,095,460 4,068,054
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 3,060,863 3,095,460
29 Total net assets or fund balances (see instructions)..... 3,060,863 3,095,460
30 Total liabilities and net assets/fund balances (see instructions). 3,060,863 3,095,460
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
3,060,863
2
Enter amount from Part I, line 27a .....................
2
34,597
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
3,095,460
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,095,460
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
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 358,402   339,696 18,706
b
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       18,706
b
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 18,706
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 2,065
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  
3 Add lines 1 and 2........................... 3 2,065
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,065
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,319
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 800
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,119
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
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 54
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow54 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (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 arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
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
Cynthia Rubens Dir, VP
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Jeffrey D Rubens Dir, Pres, Treas, Sec
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Merton Rubens Dir, VP
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
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
 
Total number of other employees paid over $50,000...................right arrow  
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
 
Total number of others receiving over $50,000 for professional services.............right arrow  
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
3,533,465
b
Average of monthly cash balances.......................
1b
190,991
c
Fair market value of all other assets (see instructions)................
1c
116,888
d
Total (add lines 1a, b, and c).........................
1d
3,841,344
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
3,841,344
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
57,620
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,783,724
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
189,186
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
189,186
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,065
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,065
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
187,121
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
187,121
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
187,121
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
213,825
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
213,825
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 7 187,121
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 207,496
b Total for prior years:2021, 2020, 2019  
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 ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 213,825
a Applied to 2022, but not more than line 2a 207,496
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 6,329
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023.    
(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 .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		180,792
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) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
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.... 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).)
Merton Rubens
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ACTORS PLAYHOUSE PRODUCTIONS INC

280 MIRACLE MILE
CORAL GABLES,FL33134 		N/A PC General & Unrestricted 2,000

ADRIENNE ARSHT CENTER FOUNDATION INC

1300 BISCAYNE BLVD
MIAMI,FL33132 		N/A PC General & Unrestricted 1,200

AMERICA ISRAEL DEMOCRACY COALITION

543 FOXGLOVE LN
WYNNEWOOD,PA19096 		N/A PC General & Unrestricted 1,000

AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC

125 BROAD ST 18TH FLOOR
NEW YORK,NY10004 		N/A PC General & Unrestricted 1,000

AMERICAN FRIENDS OF MAGEN DAVID ADOM

20 W 36TH ST SUITE 1100
NEW YORK,NY10018 		N/A PC General & Unrestricted 1,000

AMERICAN JEWISH COMMITTEE

1600 MARKET ST STE 1820
PHILADELPHIA,PA19103 		N/A PC General & Unrestricted 1,250

AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC

220 E 42ND ST STE 400
NEW YORK,NY10017 		N/A PC General & Unrestricted 1,500

AMERICAN SOCIETY FOR TECHNION- ISRAEL INSTITUTE OF

55 EAST 59TH ST
NEW YORK,NY10022 		N/A PC General & Unrestricted 1,000

ANTI-DEFAMATION LEAGUE

605 3RD AVE
NEW YORK,NY10158 		N/A PC General & Unrestricted 1,200

ASSOCIATION TO PRESERVE CAPE COD INC

482 MAIN ST
DENNIS,MA02638 		N/A PC General & Unrestricted 1,500

BAPTIST HEALTH SOUTH FLORIDA FOUNDATION INC

6855 RED RD STE 600
CORAL GABLES,FL33143 		N/A PC General & Unrestricted 2,000

BETH ISRAEL DEACONESS MEDICAL CENTER INC

330 BROOKLINE AVE
BOSTON,MA02215 		N/A PC General & Unrestricted 1,000

BIRTHRIGHT ISRAEL FOUNDATION

PO BOX 21615
NEW YORK,NY10087 		N/A PC General & Unrestricted 1,000

BRIGHTON MEMORIAL LIBRARY BRIGHTON TOWN HALL

2300 ELMWOOD AVE
ROCHESTER,NY14618 		N/A PC General & Unrestricted 1,000

BROWARD PERFORMING ARTS FOUNDATION INC

201 SW 5TH AVE
FT LAUDERDALE,FL33312 		N/A PC General & Unrestricted 1,000

CENTER FOR ORANGUTAN AND CHIMPANZEE CONSERVATION I

5843 VAN SIMMONS RD
WAUCHULA,GA30001 		N/A PC General & Unrestricted 1,000

CENTER FOR THE ADVANCEMENT OF JEWISH EDUCATION INC

4200 BISCAYNE BLVD
MIAMI,FL33137 		N/A PC Miami's Leo Martin March of the Living fund 1,000

CHABAD CENTER OF KENDALL INC

9700 S DIXIE HWY STE 100
MIAMI,FL33156 		N/A PC General & Unrestricted 2,500

CHABAD LUBAVITCH OF ROCHESTER INC

1037 WINTON RD S
ROCHESTER,NY14618 		N/A PC General & Unrestricted 1,000

CHABAD OF PALMETTO BAY INC

16721 SW 78TH CT
PALMETTO BAY,FL33157 		N/A PC General & Unrestricted 1,000

CHILDRENS DEFENSE FUND

840 1ST ST NE STE 300
WASHINGTON,DC20002 		N/A PC General & Unrestricted 1,200

COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON I

KRAFT FAMILY BLDG 126 HIGH ST
BOSTON,MA02110 		N/A PC General & Unrestricted 1,300

COMMONWEALTH ZOOLOGICAL CORPORATION

1 FRANKLIN PARK RD
BOSTON,MA02121 		N/A PC General & Unrestricted 1,000

CRADLES TO CRAYONS INC

281 NEWTONVILLE AVE
NEWTON,MA02460 		N/A PC General & Unrestricted 1,000

DANA FARBER CANCER INSTITUTE INC

10 BROOKLINE PL WEST
BROOKLINE,MA02445 		N/A PC General & Unrestricted 3,000

DAVE AND MARY ALPER JEWISH

11155 SW 112TH AVE
MIAMI,FL33176 		N/A PC Maccabi Summer 2023 fund 6,000

DEERING ESTATE FOUNDATION INC

16701 SW 72ND AVE
PALMETTO BAY,FL33157 		N/A PC General & Unrestricted 1,000

DEPAUL COMMUNITY SERVICES INC

1931 BUFFALO RD
ROCHESTER,NY14624 		N/A PC General & Unrestricted 3,000

ENVIRONMENTAL AND ENERGY STUDY INSTITUTE

1020 19TH ST NW STE 400
WASHINGTON,DC20036 		N/A PC General & Unrestricted 1,500

ESPLANADE ASSOCIATION INC

575 BOYLSTON ST STE 4R
BOSTON,MA02116 		N/A PC General & Unrestricted 1,000

FAIRCHILD TROPICAL BOTANIC GARDEN

10901 OLD CUTLER RD
CORAL GABLES,FL33156 		N/A PC General & Unrestricted 1,000

FERD AND GLADYS ALPERT JEWISH FAMILY & CHILDRENS S

5841 CORPORATE WAY STE 200
WEST PALM BEACH,FL33407 		N/A PC General & Unrestricted 1,000

FIRST BOOK

1319 F ST 10TH FLOOR
WASHINGTON,DC20004 		N/A PC General & Unrestricted 1,500

FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC

11200 SW 8TH ST MARC 531
MIAMI,FL33199 		N/A PC General & Unrestricted 2,000

FLORIDA PANTHERS FOUNDATION INC

1 PANTHER PKWY
SUNRISE,FL33323 		N/A PC General & Unrestricted 1,000

FOUNDATION FOR INDIVIDUAL RIGHTS AND EXPRESSION IN

510 WALNUT ST STE 1250
PHILADELPHIA,PA19106 		N/A PC General & Unrestricted 1,000

FOUNDATION FOR NATIONAL PROGRESS

222 SUTTER ST STE 600
SAN FRANCISCO,CA94108 		N/A PC General & Unrestricted 1,000

FRIENDS OF MIDDLESEX FELLS RESERVATION INC

235 W FOSTER ST STE 2
MELROSE,MA02176 		N/A PC General & Unrestricted 1,000

FRIENDS OF THE ISRAEL DEFENSE FORCES

PO BOX 4224
NEW YORK,NY10163 		N/A PC General & Unrestricted 1,000

FRIENDS OF UNITED HATZALAH INC

442 5TH AVE STE 1866
NEW YORK,NY10018 		N/A PC General & Unrestricted 1,500

FRIENDS OF WLRN INC

172 NE 15TH ST
MIAMI,FL33132 		N/A PC General & Unrestricted 1,000

FURNITURE TRUST ORGANIZATION INC

54 MYSTIC ST
ARLINGTON,MA02474 		N/A PC General & Unrestricted 500

GEORGE EASTMAN MUSEUM

900 E AVE
ROCHESTER,NY14607 		N/A PC General & Unrestricted 1,200

GLOBAL FUND FOR WOMEN INC

800 MARKET ST 7TH FL
SAN FRANCISCO,CA94102 		N/A PC General & Unrestricted 1,500

GREATER BOSTON STAGE COMPANY

395 MAIN ST
STONEHAM,MA02180 		N/A PC General & Unrestricted 1,000

GREATER MIAMI HILLEL FOUNDATION

1100 STANFORD DR
CORAL GABLES,FL33146 		N/A PC General & Unrestricted 1,000

GREATER MIAMI JEWISH FEDERATION

4200 BISCAYNE BLVD
MIAMI,FL33137 		N/A PC General & Unrestricted 1,000

GREATER MIAMI JEWISH FEDERATION

4200 BISCAYNE BLVD
MIAMI,FL33137 		N/A PC Israel Emergency Fund 1,500

HEBREW ACADEMY OF CLEVELAND

1860 S TAYLOR RD
CLEVELAND HTS,OH44118 		N/A PC General & Unrestricted 1,000

HIGHLAND PARK CONSERVANCY INC

180 RESERVOIR AVE
ROCHESTER,NY14620 		N/A PC General & Unrestricted 1,000

HISTORICAL ASSOCIATION OF SOUTHERN FLORIDA INC

101 WEST FLAGLER ST
MIAMI,FL33130 		N/A PC General & Unrestricted 1,000

HUMANE SOCIETY-LOWELL

951 BROADWAY ST
LOWELL,MA01854 		N/A PC General & Unrestricted 500

JACKSON HEALTH FOUNDATION INC

1500 NW 12TH AVE STE 1117
MIAMI,FL33136 		N/A PC General & Unrestricted 33,000

JAFCO CHILDRENS FOUNDATION INC

4200 N UNIVERSITY DR
SUNRISE,FL33351 		N/A PC General & Unrestricted 1,000

JEWISH AGENCY FOR ISRAEL-NORTH AMERICAN COUNCIL

633 3RD AVE 21ST FL
NEW YORK,NY10017 		N/A PC General & Unrestricted 1,500

JEWISH ASSOCIATION FOR RESIDENTIAL CARE INC

21160 95TH AVE S
BOCA RATON,FL33428 		N/A PC General & Unrestricted 1,000

JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER N

255 E AVE STE 201
ROCHESTER,NY14604 		N/A PC Operation Swords of Iron-Israel Crisis Fundraising 1,000

JEWISH COMMUNITY FEDERATION OF GREATER ROCHESTER N

255 E AVE STE 201
ROCHESTER,NY14604 		N/A PC General & Unrestricted 2,000

JEWISH COMMUNITY SERVICES OF SOUTH FLORIDA INC

12000 BISCAYNE BLVD STE 303
NORTH MIAMI,FL33181 		N/A PC General & Unrestricted 1,000

JEWISH FAMILY SERVICE OF ROCHESTER INC

255 E AVE STE 201
ROCHESTER,NY14604 		N/A PC General & Unrestricted 1,000

JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY INC

9901 DONNA KLEIN BLVD
BOCA RATON,FL33428 		N/A PC General & Unrestricted 1,000

JEWISH SENIOR LIFE FOUNDATION INC

2021 WINTON ROAD S
ROCHESTER,NY14618 		N/A PC General & Unrestricted 2,000

LEAD THE WAY FUND INC

300 GARDEN CITY PLZ STE 149
GARDEN CITY,NY11530 		N/A PC General & Unrestricted 1,000

LIFESPAN OF GREATER ROCHESTER INC

1900 S CLINTON AVE
ROCHESTER,NY14618 		N/A PC General & Unrestricted 1,000

MIAMI ART MUSEUM OF DADE COUNTY ASSOCIATION INC

1103 BISCAYNE BLVD
MIAMI,FL33132 		N/A PC General & Unrestricted 1,000

MIAMI CHILDRENS HEALTH SYSTEM INC

3100 SW 62ND AVE
MIAMI,FL33155 		N/A SO II General & Unrestricted 2,000

MIAMI CHILDRENS MUSEUM INC

980 MACARTHUR CSWY
MIAMI,FL33132 		N/A PC General & Unrestricted 1,000

MIAMI JEWISH HEALTH SYSTEMS INC

5200 NE 2ND AVE
MIAMI,FL33137 		N/A PC General & Unrestricted 1,000

MICHAEL-ANN RUSSELL JEWISH COMMUNITY CENTER INC

18900 NE 25TH AVE
MIAMI,FL33180 		N/A PC Charitable Event 2,500

MORSELIFE HOUSING CORPORATION INC

4847 DAVID S MACK DR
WEST PALM BCH,FL33417 		N/A PC General & Unrestricted 1,000

MUSEUM OF DISCOVERY AND SCIENCE INC

401 SW 2ND ST
FT LAUDERDALE,FL33312 		N/A PC General & Unrestricted 1,000

MUSEUM OF SCIENCE

1 SCIENCE PARK
BOSTON,MA02114 		N/A PC General & Unrestricted 2,000

NAMI ROCHESTER

344 N GOODMAN ST
ROCHESTER,NY14607 		N/A PC General & Unrestricted 1,000

NATIONAL ABORTION FEDERATION

1090 VERMONT AVE NW STE 1000
WASHINGTON,DC20005 		N/A PC General & Unrestricted 1,000

NATIONAL COALITION AGAINST CENSORSHIP INC

19 FULTON ST 407
NEW YORK,NY10038 		N/A PC General & Unrestricted 1,000

NATIONAL WOMENS HEALTH NETWORK INC

1413 K ST NW 4TH FL
WASHINGTON,DC20005 		N/A PC Plan C Pills fund 1,000

NEXT GENERATION OF HOLOCAUST SURVIVORS INC

4847 DAVID S MACK DR
WEST PALM BCH,FL33417 		N/A PC General & Unrestricted 1,800

PEN AMERICAN CENTER INC

120 BROADWAY 26TH FL N
NEW YORK,NY10271 		N/A PC General & Unrestricted 1,000

PEOPLE HELPING PEOPLE INC

PO BOX 343
BURLINGTON,MA01803 		N/A PC General & Unrestricted 500

PHILLIP AND PATRICIA FROST MUSEUM OF SCIENCE INC

1101 BISCAYNE BLVD
MIAMI,FL33132 		N/A PC General & Unrestricted 1,000

PI KAPPA ALPHA FOUNDATION

8347 W RANGE CV
MEMPHIS,TN38125 		N/A PC General & Unrestricted 1,000

PRO PUBLICA INC

155 AVE OF THE AMERICAS 13TH FL
NEW YORK,NY10013 		N/A PC General & Unrestricted 1,000

PROJECT DYNAMO INC

13046 RACE TRACK RD
TAMPA,FL33626 		N/A PC General & Unrestricted 2,000

PTA FLORIDA CONGRESS

11005 SW 84 ST
MIAMI,FL33173 		N/A PC Courtyard Enhancements fund 1,000

PTA FLORIDA CONGRESS

11005 SW 84 ST
MIAMI,FL33173 		N/A PC Basketball and Athletics fund 2,000

PTA FLORIDA CONGRESS

7431 SW 120TH ST
PINECREST,FL33156 		N/A PC General & Unrestricted 1,000

ROCHESTER MUSEUM AND SCIENCE CENTER

657 E AVE
ROCHESTER,NY14607 		N/A PC General & Unrestricted 1,000

ROLLING WAVE FOUNDATION INC

109 HOLLETT ST
SCITUATE,MA02066 		N/A PC General & Unrestricted 500

ROSE FITZGERALD KENNEDY GREENWAY CONSERVANCY INC

185 KNEELAND ST
BOSTON,MA02111 		N/A PC General & Unrestricted 500

RUTH AND NORMAN RALES JEWISH FAMILY SERVICES INC

21300 RUTH AND BARON COL
BOCA RATON,FL33428 		N/A PC General & Unrestricted 1,000

SCHOLARSHIP AMERICA INC

PO BOX 772858
DETROIT,MI48277 		N/A PC General & Unrestricted 1,000

SCHOOL THE WORLD

109 STATE ST STE 403
BOSTON,MA02109 		N/A PC General & Unrestricted 1,000

SECURE COMMUNITY NETWORK INC

350 W HUBBARD ST STE 470
CHICAGO,IL60654 		N/A PC General & Unrestricted 1,000

SERVICE DOG PROJECT INC

37 BOXFORD RD
IPSWICH,MA01938 		N/A PC General & Unrestricted 500

SOUTH FLORIDA SPCA SOCIETY FOR THE PREVENTION OF C

PO BOX 924088
HOMESTEAD,FL33092 		N/A PC General & Unrestricted 1,000

SOUTH FLORIDA VINTAGE WARBIRD PRESERVATION SOCIETY

8780 SW 129TH ST
MIAMI,FL33176 		N/A PC General & Unrestricted 1,000

SOUTHERN SUN FARM SANCTUARY INC

1557 BLUE RIDGE CHURCH RD
W JEFFERSON,NC28694 		N/A PC General & Unrestricted 1,000

ST JOHNS HOME FOUNDATION INC

150 HIGHLAND AVE
ROCHESTER,NY14620 		N/A PC General & Unrestricted 1,000

ST LOUIS CATHOLIC COVENANT SCHOOL

7270 SW 120TH ST
PINECREST,FL33156 		N/A PC Charitable Event 1,000

STANDWITHUS

6505 WILSHIRE BLVD
LOS ANGELES,CA90048 		N/A PC General & Unrestricted 2,000

TEMPLE BRITH KODESH

2131 ELMWOOD AVE
ROCHESTER,NY14618 		N/A PC general & unrestricted fund and the Debra Lynn Fund 2,000

TEMPLE JUDEA

5500 GRANADA BLVD
CORAL GABLES,FL33146 		N/A PC General & Unrestricted 5,000

TERRA ENVIRONMENTAL RESEARCH INSTITUTE

11005 SW 84TH ST
MIAMI,FL33173 		N/A GOV Charitable Event 1,000

THE CARTER CENTER INC

453 FREEDOM PKWY NE ONE COPENHILL
ATLANTA,GA30307 		N/A PC General & Unrestricted 1,000

THE FLORIDA CENTER FOR GOVERNMENT ACCOUNTABLILITY

1334 TIMBERLANE RD
TALLAHASSEE,FL32312 		N/A PC General & Unrestricted 1,000

THE MIAMI CENTER FOR RACIAL JUSTICE INC

8541 SW 181ST ST
PALMETTO BAY,FL33157 		N/A PC General & Unrestricted 1,000

THE ROCHESTER FRIENDLY HOME

3156 E AVE
ROCHESTER,NY14618 		N/A PC General & Unrestricted 1,000

TRUSTEES OF RESERVATIONS

200 HIGH ST 4TH FL
BOSTON,MA02110 		N/A PC General & Unrestricted 2,000

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

3800 SPRUCE ST
PHILADELPHIA,PA19104 		N/A PC Penn Vet Working Dog Center fund 1,000

UNIVERSITY OF HAWAII FOUNDATION

1810 UNIVERSITY AVE SUITE 300
HONOLULU,HI96822 		N/A PC Dr. N.H. Paul Chung Scholarship fund for PAMI International Summer Program 1,000

UNIVERSITY OF MIAMI

PO BOX 016880 D-880
MIAMI,FL33101 		N/A PC General & Unrestricted 1,000

UNIVERSITY OF MIAMI

PO BOX 025388
MIAMI,FL33102 		N/A PC General & Unrestricted 10,000

UNIVERSITY OF ROCHESTER

300 E RIVER RD BOX 278799
ROCHESTER,NY14627 		N/A PC The Dr. Bradford Berk URNI Gift Fund 1,500

UNIVERSITY OF ROCHESTER

300 E RIVER RD BOX 278799
ROCHESTER,NY14627 		N/A PC General & Unrestricted 500

UNIVERSITY OF ROCHESTER

300 E RIVER RD BOX 278799
ROCHESTER,NY14627 		N/A PC the Div. General Medicine Annual Fund, the JP Wilmot Cancer Center Annual Fund, the Dermatology Unrestricted Gift Account, the URNI Gift Fund-Neurology, the Meals on Wheels-UR Medicine Home Care, the SMD Annual Fund-School for Medicine & Dentistry, the Ureles Research and Education Fund, and the Psychiatry Annual Fund 9,000

VIZCAYA MUSEUM AND GARDENS TRUST INC

3251 S MIAMI AVE
MIAMI,FL33129 		N/A PC General & Unrestricted 1,000

WAKEFIELD FOOD PANTRY INC

467 MAIN ST
WAKEFIELD,MA01880 		N/A PC General & Unrestricted 500

WINGS OVER MIAMI MUSEUM INC

14710 SW 128TH ST
MIAMI,FL33186 		N/A PC General & Unrestricted 1,000

WORLD WILDLIFE FUND INC

1250 24TH ST NW
WASHINGTON,DC20037 		N/A PC General & Unrestricted 1,000

WXXI PUBLIC BROADCASTING COUNCIL

280 STATE ST
ROCHESTER,NY14614 		N/A PC General & Unrestricted 1,000

ZOO MIAMI FOUNDATION INC

12400 SW 152ND ST
MIAMI,FL33177 		N/A PC General & Unrestricted 1,000
Total .................................right arrow 3a 200,650
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 ........... 		    14 5,642  
4 Dividends and interest from securities ....     14 144,371  
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 17,980  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aINCOME FROM LIFE INSURANCE 		    01 101,882  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   269,875  
13Total. Add line 12, columns (b), (d), and (e)..................
13
269,875
(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

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 DepreciationSchedule
Name:
Westminster Barrington Foundation
EIN:
20-3956194
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2023 InvestmentsCorpBondsSchedule
Name:
Westminster Barrington Foundation
EIN:
20-3956194
Name of Bond End of Year Book Value End of Year Fair Market Value
CHARLES SCHWAB BANK - 5.200% - 50,000 49,994
WELLS FARGO BANK - 5.300% - 08 50,000 50,036

TY 2023 InvestmentsCorpStockSchedule
Name:
Westminster Barrington Foundation
EIN:
20-3956194
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBVIE INC 5,233 30,994
ACNB CORPORATION 15,066 26,632
ALTRIA GROUP INC 8,329 8,068
AT&T, INC 29,997 21,814
BANCORP SOUTHN INDIANA 49,794 105,300
BANK OF AMERICA CORP 84,720 136,094
BLACKROCK HEALTH SCIENCES CLOS 18,595 14,650
BLACKROCK INNOVATION AND GROWT 20,940 14,660
BLACKROCK SCIENCE & TECH CLOSE 15,579 10,026
BLACKROCK SCIENCE & TECH TRUST 10,629 10,098
BLUE RIDGE BANKSHARES INC 31,450 7,727
BRISTOL-MYERS SQUIBB CO 25,014 35,917
BRITISH AMERICAN TOBACCO PLC 11,313 8,787
CARLYLE GROUP 7,270 10,173
CARNIVAL CORP 31,508 11,124
CARTER BANK AND TRUST MARTINSV 40,148 68,727
CB FINANCIAL SERVICES, INC. 162,570 138,169
CHEMUNG FINANCIAL CORP 44,850 74,700
CHEVRON CORP 9,031 14,916
CISCO SYSTEMS INC 11,020 10,104
CITBA FINANCIAL CORPORATION 63,466 60,062
CITIZENS BANCORP OF VIRGINIA I 70,665 111,650
CITIZENS FINANCIAL CORPORATION 56,426 64,575
COHEN & STEERS REAL ESTATE OPP 25,110 20,985
COMMERCIAL NATIONAL FINANCIAL 32,700 19,400
COMMUNITY BK SYS INC 146,591 107,816
CORTEVA INC 2,537 7,955
CROGHAN BANCSHARES, INC. 55,386 72,772
CROWN CASTLE INTL 11,533 11,519
CSB BANCORP INCORPORATED 70,625 161,422
CVS CAREMARK CORP 86,284 110,544
DACOTAH BANKS INCORPORATED 86,900 204,001
DECKER MFG CORP 35,663 40,000
DOW INC 4,954 9,103
DU PONT DE NEMOURS 7,270 12,770
ELI LILLY & CO 15,860 116,584
EVERSOURCE ENERGYINC 17,476 44,006
F&M BANCORP 87,360 73,008
F.N.B CORPORATION 40,618 63,342
FARMERS BANK OF APPOMATTOX 32,697 41,857
FORD MOTOR COMPANY 21,927 24,380
GARMIN LTD 10,799 38,562
GLENVILLE BK HLDG CO INC 15,200 18,000
HUNTINGTON BANCSHARES INC 66,000 66,564
INTEL CORP 9,878 25,125
INTERNATIONAL BUSINESS MACHINE 68,813 98,130
JEFFERSONVILLE BANCORP 8,800 14,400
JOHNSON & JOHNSON 18,377 47,022
KAYNE ANDERSON MLP INV CO 6,255 1,440
KIMBERLY CLARK CORP 10,222 12,151
KYNDRYL HOLDINGS INC 3,004 2,494
MAINSTAY CBRE GLOBAL INFRASTRU 32,958 25,960
MERCK & CO INC 11,523 43,608
MICROSOFT CORP 11,444 150,416
MONARCH CEMENT CO 16,704 89,280
NBT BANCORP 90,680 196,851
NEWELL RUBBERMAID INC 28,479 21,700
NEXTERA ENERGY PARTNERS LP 8,288 9,123
NEXTERA ENERGY, INC 19,224 18,222
NIKE INC-CL B 10,208 10,857
NORWOOD FINANCIAL CORP 73,390 72,106
NVIDIA CORP 5,769 7,428
OLD POINT FINANCIAL CORPORATIO 22,094 8,248
ORANGE COUNTY BANCORP INCORPOR 19,650 60,240
ORGANON & CO 9,173 10,815
PARAMOUNT GLOBAL 5 75 MANDATOR 13,198 3,740
PEPSICO INC 3,995 4,246
PFIZER INC 29,343 28,790
PINNACLE BANKSHARES CORPORATIO 79,022 77,168
PIONEER NAT RES CO 26,253 28,110
POTOMAC BANCSHARES INCORPORATE 14,500 14,960
PROCTER GAMBLE CO 12,669 14,654
RAYTHEON TECHNOLOGIES CORP 8,741 8,414
SHORE BANCSHARES, INC. 76,811 64,011
SOUTHEASTERN BANKING CORPORATI 39,650 26,600
SUMMIT FINANCIAL GROUP INCORPO 28,326 35,999
TESLA MOTORS INC 2,699 6,212
TRUIST FINANCIAL CORPORATION 23,725 26,730
UNITED COMMUNITY BANKS, INC 26,239 34,146
VERIZON COMMUNICATIONS 52,353 41,470
VIATRIS ORD SHS 12,054 10,830
WALGREENS BOOTS ALLIANCE 15,743 13,055
WALT DISNEY HOLDINGS CO 17,201 18,058
WARNER BROS. DISCOVERY, INC 8,794 3,300
ZOOM VIDEO COMMUNICATIONS INC 6,941 7,191

TY 2023 InvestmentsOtherSchedule2
Name:
Westminster Barrington Foundation
EIN:
20-3956194
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
NORTHWESTERN MUTUAL #5192910   53,400 53,400
NORTHWESTERN MUTUAL #5445540   63,488 63,488

TY 2023 OtherExpensesSchedule
Name:
Westminster Barrington Foundation
EIN:
20-3956194
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 13,150     13,150
State or Local Filing Fees 25     25


TY 2023 OtherIncomeSchedule2
Name:
Westminster Barrington Foundation
EIN:
20-3956194
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
INCOME FROM LIFE INSURANCE 101,882    


TY 2023 OtherProfessionalFeesSchedule
Name:
Westminster Barrington Foundation
EIN:
20-3956194
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 20,153 20,153    


TY 2023 TaxesSchedule
Name:
Westminster Barrington Foundation
EIN:
20-3956194
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2023 1,200      
990-PF Extension for 2022 100