TY 2023 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go 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
WOLFENSOHN FAMILY FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)287 PARK AVENUE SOUTH 424
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY100107002

A Employer identification number

13-3781581

B Telephone number (see instructions)

(917) 696-6093

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$47,324,099J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	426,819		426,819
4	Dividends and interest from securities...	474,793		476,087
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		1,070,828
b	Gross sales price for all assets on line 6a 11,643,760
7	Capital gain net income (from Part IV, line 2)...			1,082,818
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).......	List of Attached Documents: // Content	12,218	12,218
12	Total. Add lines 1 through 11........	1,984,658		1,997,942
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........	List of Attached Documents: // Content	3,805	0	3,805
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	8,610	0	8,610
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	319,757	280,838	44,378
17	Interest...............	7		56	0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	39,999	5,999	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	20,353	26,679	787
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	392,531		313,572	57,580
25	Contributions, gifts, grants paid.......	2,097,177			2,097,177
26	Total expenses and disbursements. Add lines 24 and 25	2,489,708		313,572	2,154,757
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-505,050
b	Net investment income (if negative, enter -0-)			1,684,370
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	9,195,845	10,626,294	10,626,294
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	4,006,018	List of Attached Documents: // Content 2,890,202	2,890,202
	b	Investments—corporate stock (attach schedule).......	5,078,453	List of Attached Documents: // Content 7,192,544	7,192,544
	c	Investments—corporate bonds (attach schedule).......	4,281,110	List of Attached Documents: // Content 3,464,289	3,464,289
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	14,372,325	List of Attached Documents: // Content 21,987,478	21,987,478
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	List of Attached Documents: // Content 7,376,635	List of Attached Documents: // Content 1,163,292	List of Attached Documents: // Content 1,163,292
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	44,310,386	47,324,099	47,324,099
	17	Accounts payable and accrued expenses..........	27,769	17,185
	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 )	List of Attached Documents: // Content 16,253	List of Attached Documents: // Content 0
	23	Total liabilities (add lines 17 through 22).........	44,022	17,185
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	0	0
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	44,266,364	47,306,914
	29	Total net assets or fund balances (see instructions).....	44,266,364	47,306,914
	30	Total liabilities and net assets/fund balances (see instructions).	44,310,386	47,324,099

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

44,266,364

Enter amount from Part I, line 27a .....................

-505,050

Other increases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

3,545,600

Add lines 1, 2, and 3 ..........................

47,306,914

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

47,306,914

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	(d) Date sold (mo., day, yr.)
1 a	SALE OF PUBLICLY TRADED SECURITIES	P
b	SALE OF ARTWORK	P	2023-06-21
c	SALE OF VIOLIN	P	2023-12-11
d	CAPITAL GAIN THRU GREYCROFT	P
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	4,497,475	4,472,932	24,543
b	2,700,000	2,500,000	200,000
c	4,446,285	3,600,000	846,285
d			11,990
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			24,543
b			200,000
c			846,285
d			11,990
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	1,082,818
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 ...................		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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	23,413
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	23,413
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	23,413
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	28,791
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	55,000
d	Backup withholding erroneously withheld ..........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	83,791
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.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	60,378
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax60,378	Refunded	11	0

Form 990-PF (2023)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ 0(2) On foundation managers. right arrow

$ 0

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

MARC BRITTON CO WOLFENSOHN COMPANY Telephone no. right arrow

(917) 696-6093

Located at right arrow

287 PARK AVENUE SOUTH SUITE 424NEW YORKNY ZIP+4 right arrow

100107002

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

Yes

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

Yes

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? ......................

1a(5)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2023)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

Yes

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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? .................

Yes

If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment

List of Attached Documents:

// Content

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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
SARA R WOLFENSOHN	TRUSTEE/DIRECTOR 1.00	0	0	0
287 PARK AVENUE SOUTH SUITE 424 NEW YORK,NY10010	TRUSTEE/DIRECTOR 1.00	0	0	0
NAOMI R WOLFENSOHN	TRUSTEE 1.00	0	0	0
287 PARK AVENUE SOUTH SUITE 424 NEW YORK,NY10010	TRUSTEE 1.00	0	0	0
ADAM R WOLFENSOHN	TRUSTEE 1.00	0	0	0
287 PARK AVENUE SOUTH SUITE 424 NEW YORK,NY10010	TRUSTEE 1.00	0	0	0
MARC BRITTON	CFO 5.00	0	0	0
287 PARK AVENUE SOUTH SUITE 424 NEW YORK,NY10010	CFO 5.00	0	0	0

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...................				0

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
FIDELITY BROKERAGE SERVICES	INVESTMENT MANAGEMENT	172,169
245 SUMMER STREET BOSTON,MA02210	INVESTMENT MANAGEMENT	172,169
JACKSON HOLE MANAGEMENT CO	ADMINISTRATIVE AND MANAGEMENT SERVICES	129,730
287 PARK AVENUE SOUTH SUITE 424 NEW YORK,NY10010	ADMINISTRATIVE AND MANAGEMENT SERVICES	129,730

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)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

30,203,519

Average of monthly cash balances.......................

8,132,868

Fair market value of all other assets (see instructions)................

4,376,504

Total (add lines 1a, b, and c).........................

42,712,891

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

42,712,891

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

640,693

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

42,072,198

Minimum investment return. Enter 5% (0.05) of line 5................

2,103,610

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.)

Minimum investment return from Part IX, line 6..................

2,103,610

Tax on investment income for 2022 from Part V, line 5.......

23,413

Income tax for 2022. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

23,413

Distributable amount before adjustments. Subtract line 2c from line 1............

2,080,197

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

2,080,197

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

2,080,197

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

2,154,757

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

2,154,757

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				2,080,197
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......			616,571
b Total for prior years:20 , 20, 20		0
3 Excess distributions carryover, if any, to 2022:
a From 2018......
b From 2019......
c From 2020......
d From 2021......
e From 2022......
f Total of lines 3a through e ........	0
4Qualifying distributions for 2023 from Part
XI, line 4: $ 2,154,757
a Applied to 2022, but not more than line 2a			616,571
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.....				1,538,186
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 ..........				542,011
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......	0
8 Excess distributions carryover from 2018 not applied on line 5 or line 7 (see instructions) ...	0
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......	0
10 Analysis of line 9:
a Excess from 2019....
b Excess from 2020....
c Excess from 2021....
d Excess from 2022....
e Excess from 2023....

Form 990-PF (2023)

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 4942(j)(3) or4942(j)(5)

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	(e) Total

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ALEPH SOCIETY 25 W 45TH ST NEW YORK,NY10036	N/A	PC	GENERAL CONTRIBUTION	1,800
AMERICAN FRIENDS OF THE ISRAEL PHILHARMONIC ORCHESTRA 122 EAST 42ND STREET SUITE 4507 NEW YORK,NY10168	N/A	PC	GENERAL CONTRIBUTION	50,000
AMERICAN FRIENDS OF THE OPEN UNIVERSITY ISRAEL 120 EAST 56TH STREET SUITE 1110 NEW YORK,NY10023	N/A	PC	CONTRIBUTION IN MEMORY OF ELAINE R. WOLFENSOHN - 2ND PAYMENT OF 5 YEARS PLEDGE	10,000
AMERICAN JEWISH COMMITTEE 654 MADISON AVE FL 9 NEW YORK,NY10065	N/A	PC	GENERAL CONTRIBUTION	10,000
ANTHOS HOME INC 90 BROAD ST SUITE 1703A NEW YORK,NY10004	N/A	PC	GENERAL CONTRIBUTION	25,000
ASHOKAN CENTER 477 BEAVERKILL ROAD OLIVEBRIDGE,NY12461	N/A	PC	GENERAL CONTRIBUTION	1,000
BANG ON A CAN 80 HANSON PL 301 BROOKLYN,NY11217	N/A	PC	GENERAL CONTRIBUTION	27,000
BERKELEY CARROLL SCHOOL 152 STERLING PLACE BROOKLYN,NY11217	N/A	PC	CONTRIBUTION TO THE ANNUAL FUND	5,000
BOTWINICK WOLFENSOHN FOUNDATION 287 PARK AVENUE SOUTH SUITE 424 NEW YORK,NY10010	N/A	PF	GENERAL CONTRIBUTION	600,000
BOTWINICK WOLFENSOHN FOUNDATION 287 PARK AVENUE SOUTH SUITE 424 NEW YORK,NY10010	N/A	PF	GENERAL CONTRIBUTION	20,000
BROOKLYN ACADEMY OF MUSIC 30 LAFAYETTE AVE BROOKLYN,NY11217	N/A	PC	GENERAL CONTRIBUTION	50,000
BROOKLYN ACADEMY OF MUSIC 30 LAFAYETTE AVE BROOKLYN,NY11217	N/A	PC	GENERAL CONTRIBUTION	50,000
BROOKLYN ACADEMY OF MUSIC 30 LAFAYETTE AVE BROOKLYN,NY11217	N/A	PC	GENERAL CONTRIBUTION	60,000
BROOKLYN ACADEMY OF MUSIC 30 LAFAYETTE AVE BROOKLYN,NY11217	N/A	PC	GENERAL CONTRIBUTION	8,000
BROOKLYN COMMUNITY FOUNDATION DBA BROOKLYN ORG 1000 DEAN ST 307 BROOKLYN,NY11238	N/A	PC	GENERAL CONTRIBUTION	25,000
BROTHERS IN ARMS AKA BROTHERS AND SISTERS FOR ISRAELPEF ISRAEL ENDOWMENT F 630 THIRD AVENUE 15TH FLOOR NEW YORK,NY10017	N/A	PC	GENERAL CONTRIBUTION	33,000
CAF AMERICA - ANIMALS ASIA FOUNDATION FUND PO BOX 758640 TOPEKA,KS666759989	N/A	PC	GENERAL CONTRIBUTION	5,000
CAMP YAVNEH 18 LUCAS POND RD NORTHWOOD,NH03261	N/A	PC	CONTRIBUTION TOWARDS THE MATCH FOR SCHOLARSHIP FUND RAISING	10,000
CARNEGIE HALL 881 SEVENTH AVENUE NEW YORK,NY10019	N/A	PC	GENERAL CONTRIBUTION	2,000
CENTER FOR JEWISH LIFE AT PRINCETON 70 WASHINGTON ROAD PRINCETON,NJ08540	N/A	PC	GENERAL CONTRIBUTION	1,800
CHABAD AT HARVARDLUBAVITCH OF CAMBRIDGE 38 BANKS STREET CAMBRIDGE,MA02138	N/A	PC	GENERAL CONTRIBUTION	15,000
CHABAD AT MIT 38 PEARL STREET CAMBRIDGE,MA02139	N/A	PC	GENERAL CONTRIBUTION	5,400
CHABAD OF LONG ISLAND CITY 10-29 48TH AVE LONG ISLAND CITY,NY11101	N/A	PC	GENERAL CONTRIBUTION	18,000
CLIMATE EMERGENCY FUND 8383 WILSHIRE BLVD STE 400 BEVERLY HILLS,CA902112400	N/A	PC	CONTRIBUTION TO THE SOCIAL CHANGE LAB RESEARCH PROJECT	15,000
CLIMATE MUSEUM 105 WOOSTER ST NEW YORK,NY10012	N/A	PC	GENERAL CONTRIBUTION	25,000
COLEL CHABAD 806 EASTERN PARKWAY BROOKLYN,NY11213	N/A	PC	CONTRIBUTION TO SUPPORT EMERGENCY WORK IN ISRAEL	10,000
COMMUNITY FOUNDATION OF JACKSON HOLE 245 E SIMPSON STREET JACKSON,WY83001	N/A	PC	OLD BILL'S FUN RUN	36,000
CONGREGATION AHAVAS ISRAEL 108 NOBLE STREET BROOKLYN,NY11222	N/A	PC	$18,000 TO THE GENERAL OPERATING FUND AND RENEWAL OF L'DOR V'DOR MEMBERSHIP	18,000
CONGREGATION AHAVAS ISRAEL 108 NOBLE STREET BROOKLYN,NY11222	N/A	PC	$18,000 TO THE GENERAL OPERATING FUND AND $6,000 TO RABBI MARC FISHMAN HIGH HOLIDAY EXPENSES	24,000
CONGREGATION AHAVAS ISRAEL 108 NOBLE STREET BROOKLYN,NY11222	N/A	PC	FIRST INSTALLMENT OF A TWO-YEAR BUILDING FUND DONATION	18,000
CONGREGATION AHAVAS ISRAEL 108 NOBLE STREET BROOKLYN,NY11222	N/A	PC	CONTRIBUTION TO HANUKKAH MATCH	720
CONGREGATION BETH ELOHIM 376 UNION STREET BROOKLYN,NY11231	N/A	PC	CONTRIBUTION TOWARD THE BROOKLYN WELCOME CIRCLE	1,357
ELEM YOUTH IN DISTRESS IN ISRAEL 121 WEST 36TH STREET SUITE 329 NEW YORK,NY10018	N/A	PC	GENERAL CONTRIBUTION	18,000
ERUV 19 CLARY STREET CAMBRIDGE,MA02139	N/A	PC	GENERAL CONTRIBUTION	700
EUREKA ENSEMBLE CORPORATION PO BOX 380125 CAMBRIDGE,MA02238	N/A	PC	$350 CONTRIBUTION TOWARDS LIGHTS FOR MUSIC STANDS AND $350 TOWARDS THE RECORDING OF THE CONCERT ON MAY 6TH	700
EUREKA ENSEMBLE CORPORATION PO BOX 380125 CAMBRIDGE,MA02238	N/A	PC	GENERAL CONTRIBUTION	700
FAMILY-TO-FAMILY PO BOX 255 HASTINGSONHUDSON,NY10706	N/A	PC	CONTRIBUTION TO OPERATING EXPENSES	10,000
FREE HISTORY PROJECT 168 HANCOCK STREET SAN FRANCISCO,CA94114	N/A	PC	CONTRIBUTION TO SAM GREEN TREES DOC PROJECT	25,000
FRIENDS OF THE ISRAEL DEFENSE FORCES PO BOX 4224 NEW YORK,NY10163	N/A	PC	GENERAL CONTRIBUTION	3,000
GANN ACADEMY 333 FOREST STREET WALTHAM,MA02452	N/A	PC	GENERAL CONTRIBUTION	18,000
GOSHENPEF ISRAEL ENDOWMENT FUNDS 630 THIRD AVENUE 15TH FLOOR NEW YORK,NY10017	N/A	PC	GENERAL CONTRIBUTION	27,000
GRACE CHURCH SCHOOL 86 4TH AVE NEW YORK,NY10003	N/A	PC	CONTRIBUTION TOWARD ANNUAL FUND	10,000
GRACE CHURCH SCHOOL 86 4TH AVE NEW YORK,NY10003	N/A	PC	GENERAL CONTRIBUTION	15,000
GRAND TETON MUSIC FESTIVAL PO BOX 9117 JACKSON HOLE,WY83002	N/A	PC	CONTRIBUTION IN SUPPORT OF FESTIVAL'S ENGAGEMENT AND EDUCATION PROGRAM HONORING MEMORY OF ELAINE AND JAMES WOLFENSOHN	25,000
HANNAH SENESH COMMUNITY DAY SCHOOL 342 SMITH STREET BROOKLYN,NY11231	N/A	PC	2023-24 SCHOLARSHIP FUND	2,000
HANNAH SENESH COMMUNITY DAY SCHOOL 342 SMITH STREET BROOKLYN,NY11231	N/A	PC	CONTRIBUTION TOWARD ANNUAL FUND	18,000
HARMONY LABS INC 1460 BROADWAY NEW YORK,NY10036	N/A	PC	GENERAL CONTRIBUTION	50,000
HUDSON VALLEY CHAMBER MUSIC CIRCLE PO BOX 391 STAATSBURG,NY12580	N/A	PC	GENERAL CONTRIBUTION	5,000
JEWISH COMMUNITY COUNCIL OF GREATER CONEY ISLANDPAID THROUGH UJA 130 EAST 59TH STREET NEW YORK,NY10022	N/A	PC	GENERAL CONTRIBUTION	35,000
JEWISH FAMILY & CHILDREN'S SERVICES 1430 MAIN STREET WALTHAM,MA02451	N/A	PC	$40K TO HOLOCAUST SURVIVORS AND $25K TO FAMILY TABLE	65,000
KIDS FOR KIDS NYC 111 CROSSWAYS PARK DR W WOODBURY,NY11797	N/A	PC	CONTRIBUTION IN SUPPORT CHILDREN WITH TYPE ONE DIABETES	2,000
MET COUNCIL ONE STATE STREET PLAZA 24TH FLOOR NEW YORK,NY10004	N/A	PC	1ST PAYMENT OF TWO YEAR PLEDGE OF $100,000/YR IN SUPPORT OF HOLOCAUST SURVIVOR FOOD PROGRAM	100,000
MOHONK PRESERVE PO BOX 715 NEW PALTZ,NY12561	N/A	PC	1ST PAYMENT OF TWO YEAR PLEDGE OF $10,000	5,000
NATIONAL PHILANTHROPIC TRUST 165 TOWNSHIP LINE ROAD SUITE 1200 JENKINTOWN,PA19046	N/A	PC	CONTRIBUTION TO JOHN D. SOLOMON FUND FOR PUBLIC SERVICE - $15,000 OF $25,000 PLEDGES	15,000
NEW YORK COMMUNITY TRUST 909 THIRD AVE 22ND FLOOR NEW YORK,NY10022	N/A	PC	GENERAL CONTRIBUTION	25,000
NEW YORK INTERNATIONAL CHILDREN'S FILM FESTIVAL 225 BROADWAY 2730 NEW YORK,NY10007	N/A	PC	CONTRIBUTION TO THE BENEFIT IN HONOR OF HEATHER MCRAY	1,000
NEW YORK JUNIOR TENNIS & LEARNING 36-36 33RD STREET SUITE 504 LONG ISLAND CITY,NY11106	N/A	PC	GENERAL CONTRIBUTION	2,000
NEW YORK JUNIOR TENNIS & LEARNING 36-36 33RD STREET SUITE 504 LONG ISLAND CITY,NY11106	N/A	PC	GENERAL CONTRIBUTION	1,000
NORTHER STAGE 76 GATES STREET WHITE RIVER JUNCTION,VT05001	N/A	PC	GENERAL CONTRIBUTION TOWARD THE MATCH	1,000
POWERPLAY NYC 4 WEST 43RD STREET 3RD FLOOR NEW YORK,NY10036	N/A	PC	GENERAL CONTRIBUTION	2,000
RAZOM INC 140 SECOND AVE STE 305 NEW YORK,NY10003	N/A	PC	GENERAL CONTRIBUTION	1,500
SOROKA MEDICAL CENTERPAID THROUGH UJA 130 EAST 59TH STREET NEW YORK,NY10022	N/A	PC	GENERAL CONTRIBUTION	8,000
SOROKA MEDICAL CENTERPAID THROUGH UJA 130 EAST 59TH STREET NEW YORK,NY10022	N/A	PC	GENERAL CONTRIBUTION	42,000
SUSTAINABLE MARKETS FOUNDATION 40 W 37TH ST ROOM 1000 NEW YORK,NY10018	N/A	PC	CONTRIBUTION TO TRANSCAP INITIATIVE IN SUPPORT OF WORK ON SYSTEMIC INVESTING FOR CLIMATE PRIMER	50,000
TEMPLE BETH SHALOM - CAMBRIDGE 8 TREMONT ST CAMBRIDGE,MA02139	N/A	PC	GENERAL CONTRIBUTION	3,600
THE KNIGHTS 1275 PROSPECT AVENUE BROOKLYN,NY11218	N/A	PC	CONTRIBUTION TO THE ANNUAL BENEFIT AT THE BENEFACTOR LEVEL	15,000
THE KNIGHTS 1275 PROSPECT AVE BROOKLYN,NY11218	N/A	PC	GENERAL CONTRIBUTION	5,000
TIFERETH RAPHAEL INC 14 WILLIAM JACKSON AVE BRIGHTON,MA02135	N/A	PC	CONTRIBUTION TO SUPPORT KOSHER FOOD PROGRAM	900
UJA-FEDERATION OF NY 130 EAST 59TH STREET NEW YORK,NY10022	N/A	PC	CONTRIBUTION TO ISRAEL EMERGENCY FUND	100,000
UJA-FEDERATION OF NY 130 EAST 59TH STREET NEW YORK,NY10022	N/A	PC	CONTRIBUTION TO HOLOCAUST SURVIVORS	60,000
UJA-FEDERATION OF NY 130 EAST 59TH STREET NEW YORK,NY10022	N/A	PC	$52K TO SUNFLOWERS, $28K TO SAFE ROOMS (AMIGOUR)	80,000
UNITED STATES HOLOCAUST MEMORIAL MUSEUM 60 EAST 42ND STREET SUITE 1000 NEW YORK,NY10165	N/A	PC	CONTRIBUTION IN SUPPORT OF EDUCATION	2,500
WOMEN IN NEED ONE STATE STREET PLAZA 18TH FLOOR NEW YORK,NY10004	N/A	PC	GENERAL CONTRIBUTION	25,000
WORLD RESOURCES INSTITUTE 10 G STREET NE SUITE 800 WASHINGTON,DC20002	N/A	PC	CONTRIBUTION TO THE SYSTEMS CHANGE LAB	10,000
WYOMING PUBLIC RADIO 1000 E UNIVERSITY AVENUE LARAMIE,WY820712000	N/A	PC	GENERAL CONTRIBUTION	500
YAD CHESSED 440 TOTTEN POND ROAD SUITE 401 WALTHAM,MA02451	N/A	PC	CONTRIBUTION TO SUPPORT FOOD PROGRAM FOR HOLOCAUST SURVIVORS	30,000
Total ................................. 3a				2,097,177

bApproved for future payment

Total ................................. 3b				0

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	(e) Related or exempt function income (See instructions.)
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	426,819
4 Dividends and interest from securities ....			14	474,793
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	1,070,828
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aSTORAGE FEES REFUND			01	12,218
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		0		1,984,658	0

13Total. Add line 12, columns (b), (d), and (e)..................

1,984,658

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2023)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2023 AccountingFeesSchedule

Name:

WOLFENSOHN FAMILY FOUNDATION

EIN:

13-3781581

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
TAX PREPARATION	8,610	0		8,610

- TIN:

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

TY 2023 ExpenditureResponsibilityStmt

Name:

WOLFENSOHN FAMILY FOUNDATION

EIN:

13-3781581

Grantee's Name	Grantee's Address	Grant Date	Grant Amount	Grant Purpose	Amount Expended By Grantee	Any Diversion By Grantee?	Dates of Reports By Grantee	Date of Verification	Results of Verification
BOTWINICK-WOLFENSOHN FOUNDATION	287 PARK AVENUE SOUTH SUITE 424 NEW YORK,NY10010	2023-04-05	620,000	GENERAL OPERATING PURPOSES	620,000		05/23/2024

- TIN:

TY 2023 InvestmentsCorpBondsSchedule

Name:

WOLFENSOHN FAMILY FOUNDATION

EIN:

13-3781581

Name of Bond	End of Year Book Value	End of Year Fair Market Value
ABBVIE INC. 3.75%23 DUE 11/14/23 (91 UNITS)	85,242	85,242
AMERICAN EXPRESS CO NOTE (86 UNITS)	85,681	85,681
AMERICAN TOWER CORP NOTE CALL MAKE WHOLE (91 UNITS)	92,601	92,601
AMGEN INC (91 UNITS)	85,336	85,336
APPLE INC NOTE CALL MAKE WHOLE (91 UNITS)	86,915	86,915
BANK NEW YORK MELLON CORP MTN (90 UNITS)	89,796	89,796
CIGNA CORPCOMPANY GUARNT GLB (49 UNITS)	49,058	49,058
COMCAST CORP NEW NOTE CALL MAKE WHOLE (91 UNITS)	90,512	90,512
COMMONSPIRIT HEALTH SER 2019 BOND (62 UNITS)	52,894	52,894
EUROPEAN INVT BK 144A NOTE (201 UNITS)	202,529	202,529
INTER AMERN DEV BK GLOBAL MTN NOTE (237 UNITS)	230,278	230,278
INTER-AMERICAN DEV BK SER 817 NOTE (279 UNITS)	260,307	260,307
INTER-AMERICAN DEVELOPMENT BANK (200 UNITS)	209,420	209,420
INTERNATIONAL BK FOR RECON ANDGL NOTE (250 UNITS)	236,902	236,902
INTERNATIONAL BK FOR RECONANDDEV NOTE (175 UNITS)	141,982	141,982
INTERNATIONAL BK FOR RECONANDDEV NOTE (250 UNITS)	231,421	231,421
INTERNATIONAL BK FOR RECONANDDEV SER 101234 (125 UNITS)	116,602	116,602
INTERNATIONAL BK FOR RECONANDDEV SER 101426 (300 UNITS)	253,355	253,355
MICROSOFT CORP NOTE CALL MAKE WHOLE (99 UNITS)	67,793	67,793
MORGAN STANLEY 3.95%27 DUE 04/23/27 (45 UNITS)	44,018	44,018
MORGAN STANLEY SER I MTN (53 UNITS)	52,242	52,242
NEW YORK N Y CITY TRANSITIONAL FIN (190 UNITS)	171,808	171,808
NEW YORK N Y TAXABLE GO BDS SER. FISCAL (65 UNITS)	58,856	58,856
PEPSICO INC NOTE CALL MAKE WHOLE (49 UNITS)	40,895	40,895
PNC FINL SVCS GROUP INC NOTE (82 UNITS)	83,306	83,306
ROYAL BANK OF CANADA NOTE (82 UNITS)	82,937	82,937
SALESFORCE COM INC NOTE CALL MAKE WHOLE (103 UNITS)	88,898	88,898
STATE STR CORP NOTE (86 UNITS)	86,613	86,613
TORONTO DOMINION BANK MTN (45 UNITS)	42,828	42,828
TRUIST FINL CORP VAR 29 DUE 01/26/29 (43 UNITS)	43,264	43,264

- TIN:

TY 2023 InvestmentsCorpStockSchedule

Name:

WOLFENSOHN FAMILY FOUNDATION

EIN:

13-3781581

Name of Stock	End of Year Book Value	End of Year Fair Market Value
3M COMPANY (MMM) 166 SHARES	18,147	18,147
ABBOTT LABORATORIES (ABT) 1013 SHARES	111,501	111,501
ACCENTURE PLC CL A (ACN) 246 SHARES	86,324	86,324
ADOBE SYSTEMS INC (ADBE) 108 SHARES	64,433	64,433
ADVANCED MICRO DEVICES, INC. (AMD) 406 SHARES	59,848	59,848
AES CORP. (AES) 223 SHARES	4,293	4,293
AIR PRODUCTS & CHEMICALS INC (APD) 42 SHARES	11,573	11,573
AKAMAI TECHNOLOGIES INC (AKAM) 131 SHARES	15,504	15,504
ALBEMARLE CORP (ALB) 24 SHARES	3,477	3,477
ALCOA CORPORATION (AA) 324 SHARES	11,016	11,016
ALPHABET INC. CLASS A (GOOGL) 1,709 SHARES	238,730	238,730
AMAZON.COM INC (AMZN) 1,544 SHARES	234,595	234,595
AMERICAN EXPRESS CO. (AXP) 181 SHARES	33,909	33,909
AMERICAN TOWER CORP (AMT) 87 SHARES	18,929	18,929
AMERICAN WATER WORKS COMPANY, INC. (AWK) 265 SHARES	34,977	34,977
AMERIPRISE FINANCIAL, INC. (AMP) 11 SHARES	4,178	4,178
AMGEN INC. (AMGN) 111 SHARES	31,970	31,970
ANALOG DEVICES, INC. (ADI) 27 SHARES	5,361	5,361
ANTHEM INC (ANTM) 105 SHARES	49,514	49,514
APPLE, INC. (AAPL) 2,566 SHARES	494,032	494,032
APPLIED MATERIALS INC (AMAT) 125 SHARES	20,259	20,259
APTIV PLC CMN (APTV) 23 SHARES	2,064	2,064
ARCHER-DANIELS-MIDLAND COMPANY (ADM) 397 SHARES	28,671	28,671
ARISTA NETWORKS INC (ANET) 31 SHARES	7,301	7,301
AT&T INC (T) 1,502 SHARES	25,204	25,204
AUTODESK INC (ADSK) 47 SHARES	11,444	11,444
AUTOMATIC DATA PROCESSING (ADP) 74 SHARES	17,324	17,324
AVALONBAY COMMUNITIES, INC. (AVB) 86 SHARES	16,243	16,243
AVERY DENNISON CORPORATION (AVY) 37 SHARES	7,480	7,480
AXON ENTERPRISE INC (AAXN) 13 SHARES	3,358	3,358
BALL CORP (BLL) 131 SHARES	7,535	7,535
BANK OF AMERICA CORP (BAC) 2,149 SHARES	72,357	72,357
BECTON DICKINSON & CO (BDX) 63 SHARES	15,361	15,361
BEST BUY INC (BBY) 206 SHARES	16,251	16,251
BIOGEN INC. (BIIB) 47 SHARES	12,162	12,162
BOEING COMPANY (BA) 124 SHARES	32,322	32,322
BOSTON SCIENTIFIC CORP (BSX) 187 SHARES	10,810	10,810
BRISTOL-MYERS SQUIBB COMPANY (BMY) 656 SHARES	33,659	33,659
BROADCOM INC (AVGO) 90 SHARES	100,463	100,463
BROWN-FORMAN CORPORATION (BFB) 116 SHARES	6,633	6,633
BUNGE LTD (BG) 151 SHARES	15,243	15,243
CADENCE DESIGN SYSTEMS, INC. (CDNS) 36 SHARES	9,805	9,805
CARRIER GLOBAL CORPORATION CMN (CARR) 444 SHARES	25,592	25,592
CATERPILLAR INC (CAT) 92 SHARES	27,202	27,202
CBRE GROUP, INC. (CBRE) 427 SHARES	39,749	39,749
CENTENE CORPORATION (CNC) 38 SHARES	2,820	2,820
CF INDUSTRIES HOLDINGS, INC (CF) 59 SHARES	4,691	4,691
CHARLES SCHWAB CORP (SCHW) 57 SHARES	3,922	3,922
CIGNA CORP (CI) 157 SHARES	47,014	47,014
CINTAS CORPORATION (CTAS) 13 SHARES	7,835	7,835
CISCO SYSTEMS, INC. (CSCO) 1,106 SHARES	55,875	55,875
CITIGROUP INC (C) 366 SHARES	18,827	18,827
COCA-COLA COMPANY (KO) 1,443 SHARES	85,036	85,036
COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A (CTSH) 169 SHARES	12,765	12,765
COLGATE-PALMOLIVE CO (CL) 737 SHARES	58,746	58,746
COMMERCIAL METALS CO (CMC) 6 SHARES	300	300
CONSOLIDATED EDISON INC (ED) 17 SHARES	1,546	1,546
CONSTELLATION ENERGY CORP (CEG) 55 SHARES	6,429	6,429
CSX CORPORATION (CSX) 728 SHARES	25,240	25,240
CUMMINS INC (CMI) 50 SHARES	11,979	11,979
CVS HEALTH CORPORATION (CVS) 118 SHARES	9,317	9,317
DANAHER CORPORATION (DHR) 330 SHARES	76,421	76,421
DARLING INGREDIENTS (DAR) 77 SHARES	3,838	3,838
DECKERS OUTDOOR CORP (DECK) 16 SHARES	10,695	10,695
DEERE & COMPANY (DE) 18 SHARES	7,224	7,224
DELL TECHNOLOGIES INC - CL C (DELL) 59 SHARES	4,514	4,514
DEXCOM, INC. (DXCM) 22 SHARES	2,730	2,730
DIGITAL REALTY TRUST, INC. (DLR) 54 SHARES	7,333	7,333
DTE ENERGY COMPANY (DTE) 171 SHARES	19,070	19,070
DUPONT DE NEMOURS INC (DD) 70 SHARES	5,385	5,385
EASTMAN CHEMICAL COMPANY (EMN) 197 SHARES	17,810	17,810
EATON CORP PLC (ETN) 126 SHARES	30,343	30,343
EBAY INC. (EBAY) 339 SHARES	14,787	14,787
EDISON INTERNATIONAL (EIX) 53 SHARES	3,830	3,830
ELI LILLY & CO (LLY) 170 SHARES	99,096	99,096
ENPHASE ENERGY INC (ENPH) 21 SHARES	2,775	2,775
EPAM SYSTEMS, INC. (EPAM) 6 SHARES	1,784	1,784
ETSY INC COM (ETSY) 41 SHARES	3,323	3,323
EVERSOURCE ENERGY (ES) 359 SHARES	22,157	22,157
EXELON CORPORATION (EXC) 552 SHARES	19,817	19,817
FACTSET RESEARCH SYSTEMS INC (FDS) 6 SHARES	2,862	2,862
FISERV INC (FISV) 32 SHARES	4,251	4,251
FMC CORP (FMC) 220 SHARES	13,999	13,999
GARTNER INC (IT) 7 SHARES	3,158	3,158
GENERAL ELECTRIC HEALTHCARE TECHNOLOGIES INC (GEHC) 1 SHARE	77	77
GENERAL MILLS INC (GIS) 193 SHARES	12,572	12,572
GENERAL MOTORS COMPANY (GM) 581 SHARES	20,870	20,870
GENUINE PARTS COMPANY (GPC) 82 SHARES	11,412	11,412
GILEAD SCIENCES INC (GILD) 386 SHARES	31,270	31,270
GOLDMAN SACHS GROUP (GS) 9 SHARES	3,472	3,472
HALLIBURTON COMPANY (HAL) 2,046 SHARES	73,963	73,963
HARTFORD FINANCIAL SERVICES GROUP, INC. (HIG) 1,103 SHARES	89,112	89,112
HASBRO, INC. (HAS) 113 SHARES	5,770	5,770
HCA HOLDINGS, INC. (HCA) 6 SHARES	1,624	1,624
HERSHEY CO (HSY) 77 SHARES	14,356	14,356
HILTON WORLDWIDE HOLDINGS INC. (HLT) 406 SHARES	73,929	73,929
HP INC (HPQ) 771 SHARES	23,375	23,375
IDEXX LABS CORP (IDXX) 6 SHARES	3,330	3,330
ILLINOIS TOOL WORKS (ITW) 249 SHARES	65,572	65,572
ILLUMINA, INC. (ILMN) 44 SHARES	6,127	6,127
INSULET CORP COM (PODD) 9 SHARES	1,953	1,953
INTEL CORPORATION (INTC) 937 SHARES	47,084	47,084
INTERNATIONAL BUSINESS MACHINES CORPORATION (IBM) 104 SHARES	17,009	17,009
INTERNATIONAL FLAVORS & FRAGRANCES INC. (IFF) 272 SHARES	22,244	22,244
INTERPUBLIC GROUP OF COMPANIES, INC. (IPG) 385 SHARES	12,566	12,566
INTUIT INC (INTU) 72 SHARES	45,002	45,002
INTUITIVE SURGICAL, INC. (ISRG) 49 SHARES	16,531	16,531
IRON MOUNTAIN INCORPORATED (IRM) 176 SHARES	12,398	12,398
JACOBS ENGINEERING GROUP INC CMN (J) 91 SHARES	11,812	11,812
JPMORGAN CHASE & CO (JPM) 490 SHARES	83,349	83,349
KEURIG DR PEPPER INC (KDP) 82 SHARES	2,732	2,732
KEYSIGHT TECHNOLOGIES, INC (KEYS) 130 SHARES	20,682	20,682
KIMBERLY CLARK CORP (KMB) 119 SHARES	14,600	14,600
KLA-TENCOR CORPORATION (KLAC) 12 SHARES	6,976	6,976
KROGER COMPANY (KR) 849 SHARES	38,808	38,808
LAM RESEARCH CORP (LRCX) 27 SHARES	21,194	21,194
LINDE PLC CMN (LIN) 148 SHARES	60,785	60,785
LOCKHEED MARTIN CORPORATION (LMT) 73 SHARES	33,087	33,087
LOWE'S COMPANIES, INC. (LOW) 67 SHARES	14,911	14,911
LPL FINANCIAL HOLDINGS INC (LPLA) 22 SHARES	5,008	5,008
LULULEMON ATHLETICA INC (LULU) 7 SHARES	3,579	3,579
LYONDELLBASELL INDUSTRIES N.V. (LYB) 706 SHARES	67,126	67,126
MADRIGAL PHARMACEUTICALS INC (MDGL) 1,492 SHARES	345,219	345,219
MARRIOTT INTERNATIONAL, INC. CLASS A (MAR) 114 SHARES	25,708	25,708
MASTERCARD INCORPORATED CLASS A (MA) 235 SHARES	100,230	100,230
MEDTRONIC PLC (MDT) 465 SHARES	38,628	38,628
MERCK & CO., INC. (MRK) 753 SHARES	82,569	82,569
META PLATFORMS INC. CLASS A (META) 378 SHARES	133,797	133,797
METLIFE, INC. (MET) 188 SHARES	12,432	12,432
MICRON TECHNOLOGY INC (MU) 207 SHARES	17,689	17,689
MICROSOFT CORPORATION (MSFT) 1,397 SHARES	525,328	525,328
MODERNA INC (MRNA) 14 SHARES	1,392	1,392
MONDELEZ INTERNATIONAL, INC. (MDLZ) 688 SHARES	50,124	50,124
MOODY'S CORPORATION (MCO) 170 SHARES	66,395	66,395
MOTOROLA SOLUTIONS INC (MSI) 14 SHARES	4,397	4,397
NASDAQ, INC. (NDAQ) 325 SHARES	18,896	18,896
NETAPP, INC. (NTAP) 35 SHARES	3,086	3,086
NEW YORK TIMES CO (NYT) 62 SHARES	3,037	3,037
NEWMONT MINING CORPORATION (NEM) 575 SHARES	23,799	23,799
NEXTERA ENERGY, INC. (NEE) 105 SHARES	6,378	6,378
NORTHERN TRUST CORP (NTRS) 55 SHARES	4,647	4,647
NORTHROP GRUMMAN CORP (NOC) 43 SHARES	20,130	20,130
NORTONLIFELOCK INC (NLOK) 451 SHARES	10,292	10,292
NOV INC. (NOV) 545 SHARES	11,053	11,053
NVENT ELECTRIC PLC (NVT-W) 93 SHARES	5,495	5,495
NVIDIA CORPORATION (NVDA) 435 SHARES	215,421	215,421
NXP SEMICONDUCTORS N.V. (NXPI) 74 SHARES	17,052	17,052
OMNICOM GROUP (OMC) 497 SHARES	43,343	43,343
ON SEMICONDUCTOR CORP (ON) 168 SHARES	14,033	14,033
OPEN INVESTMENTS	1	1
ORACLE CORPORATION (ORCL) 99 SHARES	10,438	10,438
ORMAT TECHNOLOGIES (ORA) 45 SHARES	3,411	3,411
OWENS CORNING NEW (OC) 248 SHARES	36,761	36,761
PALO ALTO NETWORKS INC (PANW) 22 SHARES	6,487	6,487
PAYPAL HOLDINGS INC (PYPL) 243 SHARES	14,923	14,923
PEPSICO INC (PEP) 637 SHARES	108,826	108,826
PFIZER INC. (PFE) 1,309 SHARES	37,686	37,686
PNC FINANCIAL SERVICES GROUP (PNC) 116 SHARES	17,963	17,963
PROGRESSIVE CORPORATION (PGR) 110 SHARES	17,521	17,521
PROLOGIS INC (PLD) 274 SHARES	36,524	36,524
PRUDENTIAL FINANCIAL INC (PRU) 358 SHARES	37,128	37,128
PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) 419 SHARES	25,622	25,622
QUALCOMM INC (QCOM) 259 SHARES	37,459	37,459
REGENCY CENTERS CORPORATION (REG) 60 SHARES	4,027	4,027
REGENERON PHARMACEUTICAL INC (REGN) 14 SHARES	12,296	12,296
REINSURANCE GROUP OF AMERICA, INC (RGA) 32 SHARES	5,177	5,177
REPUBLIC SERVICES INC (RSG) 95 SHARES	15,717	15,717
RESMED INC. (RMD) 70 SHARES	12,041	12,041
SALESFORCE.COM, INC (CRM) 234 SHARES	61,575	61,575
SEAGATE TECHNOLOGY HOLDINGS (STX) 43 SHARES	3,701	3,701
SERVICENOW INC (NOW) 29 SHARES	20,488	20,488
SHERWIN-WILLIAMS CO (SHW) 22 SHARES	6,862	6,862
SHOCKWAVE MEDICAL, INC (SWAV) 9 SHARES	1,715	1,715
SOLAREDGE TECHNOLOGIES, INC. (SEDG) 16 SHARES	1,498	1,498
SOUTHWEST AIRLINES CO (LUV) 114 SHARES	3,313	3,313
STARBUCKS CORP. (SBUX) 525 SHARES	50,405	50,405
STATE STREET CORP (STT) 417 SHARES	32,589	32,589
STRYKER CORP (SYK) 9 SHARES	2,702	2,702
SUNRUN INC COM (RUN) 68 SHARES	1,335	1,335
TARGET CORPORATION (TGT) 189 SHARES	26,917	26,917
TAYLOR MORRISON HOME CORP (TMHC) 111 SHARES	5,922	5,922
TESLA MOTORS, INC. (TSLA) 426 SHARES	105,852	105,852
TEXAS INSTRUMENTS INC. (TXN) 157 SHARES	26,762	26,762
THE BANK OF NY MELLON CORP (BK) 711 SHARES	37,008	37,008
THE BLACKSTONE GROUP INC (BX) 26 SHARES	3,404	3,404
THE CLOROX COMPANY (CLX) 110 SHARES	15,685	15,685
THE HOME DEPOT, INC. (HD) 124 SHARES	42,972	42,972
THE MOSAIC COMPANY (MOS) 196 SHARES	7,003	7,003
THE TJX COMPANIES, INC (TJX) 380 SHARES	35,648	35,648
THERMO FISHER SCIENTIFIC INC (TMO) 65 SHARES	34,521	34,521
TOPBUILD CORP (BLD) 11 SHARES	4,117	4,117
U.S. BANCORP (USB) 147 SHARES	6,434	6,434
UBER TECHNOLOGIES (UBER) 79 SHARES	4,864	4,864
UGI CORP (UGI) 670 SHARES	16,733	16,733
UNION PACIFIC CORP. (UNP) 181 SHARES	44,457	44,457
UNITED PARCEL SERVICE, INC. CLASS B (UPS) 21 SHARES	3,302	3,302
UNITED RENTALS, INC. (URI) 29 SHARES	16,629	16,629
UNITEDHEALTH GROUP INC (UNH) 119 SHARES	62,650	62,650
VALARIS LTD (VAL) 220 SHARES	15,085	15,085
VENTAS, INC. (VTR) 243 SHARES	12,220	12,220
VERALTO CORP CMN (VLTO) 2 SHARES	165	165
VERISK ANALYTICS, INC. (VRSK) 256 SHARES	61,148	61,148
VERIZON COMMUNICATIONS INC. (VZ) 1,093 SHARES	41,206	41,206
VERTEX PHARMACEUTICALS INC (VRTX) 48 SHARES	19,531	19,531
VF CORP (VFC) 166 SHARES	3,121	3,121
VISA INC. CLASS A (V) 413 SHARES	107,525	107,525
W.W. GRAINGER, INC. (GWW) 26 SHARES	21,546	21,546
WALGREENS BOOTS ALLIANCE, INC. (WBA) 135 SHARES	3,525	3,525
WALT DISNEY COMPANY (DIS) 293 SHARES	26,532	26,532
WARNER BROS DISCOVERY INC (WBD) 272 SHARES	3,095	3,095
WASTE MANAGEMENT INC (WM) 248 SHARES	44,417	44,417
WEATHERFORD INTL PLC (WFRD) 161 SHARES	15,751	15,751
WELLS FARGO & CO (WFC) 316 SHARES	15,554	15,554
WESTERN DIGITAL CORP (WDC) 75 SHARES	3,928	3,928
WILLIAMS-SONOMA, INC (WSM) 40 SHARES	8,071	8,071
XCEL ENERGY INC (XEL) 68 SHARES	4,245	4,245
XYLEM INC. (XYL) 75 SHARES	8,577	8,577
YUM BRANDS, INC. (YUM) 207 SHARES	27,047	27,047

- TIN:

TY 2023 InvestmentsGovtObligationsSch

Name:

WOLFENSOHN FAMILY FOUNDATION

EIN:

13-3781581

US Government Securities - End of Year Book Value:

2,890,202

US Government Securities - End of Year Fair Market Value:

2,890,202

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

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

- TIN:

TY 2023 InvestmentsOtherSchedule2

Name:

WOLFENSOHN FAMILY FOUNDATION

EIN:

13-3781581

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
AKO GLOBAL FUND LIMITED CL A2	FMV	2,306,745	2,306,745
AKRE FOCUS FUND (AKRIX) 38,280.106 SHARES	FMV	2,287,619	2,287,619
APOLLO DEBT SOLUTIONS BDC CL I 48993.19 SHARES	FMV	1,206,511	1,206,511
CALVERT EMERGING MARKETS EQUITY I (CVMIX) 62,237.548 SHARES	FMV	1,014,472	1,014,472
GENERATION IM GLOBAL EQUITY FUND LLC	FMV	3,317,966	3,317,966
GQG PARTNERS GLOBAL QUALITY EQUITY FUND INSTL (GQRIX) 144,026.278 SHARES	FMV	2,372,113	2,372,113
GREENBACKER RENEWABLE ENERGY CO	FMV	1,018,500	1,018,500
GREYCROFT PARTNERS I, LP	FMV	34,491	34,491
GREYCROFT PARTNERS VII, LP	FMV	133,905	133,905
HEPHAESTION III, LP	FMV	3,630	3,630
MULTI-STRATEGY SEGREGATED PORTFOLIO	FMV	4,722,175	4,722,175
NUVEEN ESG MID-CAP GROWTH ETF (NUMG) 21,273 SHARES	FMV	900,486	900,486
VANGUARD GLOBAL ESG SELECT STOCK FUND ADM (VESGX) 65,590.188 SHARES	FMV	2,668,865	2,668,865

- TIN:

TY 2023 LegalFeesSchedule

Name:

WOLFENSOHN FAMILY FOUNDATION

EIN:

13-3781581

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
LEGAL FEES	3,805	0		3,805

- TIN:

TY 2023 OtherAssetsSchedule

Name:

WOLFENSOHN FAMILY FOUNDATION

EIN:

13-3781581

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
DUE FROM WORLD EQUITY FUND QP LP	115,285
COLLECTIBLES	7,261,350	1,161,350	1,161,350
DUE FROM JACKSON HOLE MGT CO INC		1,942	1,942

- TIN:

TY 2023 OtherExpensesSchedule

Name:

WOLFENSOHN FAMILY FOUNDATION

EIN:

13-3781581

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
NY DEPT OF LAW FILING FEE	750	0	750
ARTWORK INSURANCE	17,933	17,933	0
SUBSCRIPTION FEE	1,633	0	0
SHIPPING FEE	37	0	37
PARTNERSHIP EXPENSES	0	8,746	0

- TIN:

TY 2023 OtherIncomeSchedule2

Name:

WOLFENSOHN FAMILY FOUNDATION

EIN:

13-3781581

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
STORAGE FEES REFUND	12,218	12,218	12,218

- TIN:

TY 2023 OtherIncreasesSchedule

Name:

WOLFENSOHN FAMILY FOUNDATION

EIN:

13-3781581

Description	Amount
CHANGE IN UNREALIZED GAIN ON INVESTMENTS	3,545,600

- TIN:

TY 2023 OtherLiabilitiesSchedule

Name:

WOLFENSOHN FAMILY FOUNDATION

EIN:

13-3781581

Description	Beginning of Year - Book Value	End of Year - Book Value
DUE TO JACKSON HOLE MGT CO INC	16,253	0

- TIN:

TY 2023 OtherProfessionalFeesSchedule

Name:

WOLFENSOHN FAMILY FOUNDATION

EIN:

13-3781581

Category	Amount	Net Investment Income	Disbursements for Charitable Purposes
ADMINISTRATIVE AND MANAGEMENT SERVICES	129,730	90,811	44,378
INVESTMENT MANAGEMENT	188,027	188,027	0
ART CONSULTING	2,000	2,000	0

- TIN:

TY 2023 TaxesSchedule

Name:

WOLFENSOHN FAMILY FOUNDATION

EIN:

13-3781581

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAXES PAID	5,999	5,999		0
FEDERAL EXCISE TAX	34,000	0		0