Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE HUMAN FAMILY UNITY FOUNDATION
C/O ORBA
Number and street (or P.O. box number if mail is not delivered to street address)455 N CITYFRONT PLAZA SUITE 1500
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60611
A Employer identification number

82-3684391
B Telephone number (see instructions)

(312) 670-7444
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$8,044,204J 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) 866,398
2 Check right arrow.............
3 Interest on savings and temporary cash investments 815 815  
4 Dividends and interest from securities... 180,857 178,388  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 394,077
b Gross sales price for all assets on line 6a 5,795,887
7 Capital gain net income (from Part IV, line 2)... 394,077
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,442,147 573,280  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
22,675 11,338   11,337
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
47,713 47,713   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,836 5,836   0
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
4,442 4,442   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 80,666 69,329   11,337
25 Contributions, gifts, grants paid....... 432,359 432,359
26 Total expenses and disbursements. Add lines 24 and 25 513,025 69,329   443,696
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 929,122
b Net investment income (if negative, enter -0-) 503,951
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............. 215,616 124,300 124,300
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 159,753 Click to see attachment
List of Attached Documents:
// Content
163,835 		153,364
b Investments—corporate stock (attach schedule)....... 4,054,644 Click to see attachment
List of Attached Documents:
// Content
4,522,824 		5,688,556
c Investments—corporate bonds (attach schedule)....... 1,415,325 Click to see attachment
List of Attached Documents:
// Content
1,397,823 		1,324,405
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).......... 859,179 Click to see attachment
List of Attached Documents:
// Content
813,680 		753,579
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) 6,704,517 7,022,462 8,044,204
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 6,704,517 7,022,462
29 Total net assets or fund balances (see instructions)..... 6,704,517 7,022,462
30 Total liabilities and net assets/fund balances (see instructions). 6,704,517 7,022,462
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
6,704,517
2
Enter amount from Part I, line 27a .....................
2
929,122
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
5,780
4
Add lines 1, 2, and 3 ..........................
4
7,639,419
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
616,957
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,022,462
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b
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 5,795,887   5,401,810 394,077
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       394,077
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 2 394,077
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 7,005
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 7,005
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 7,005
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,102
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 12,102
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 5,097
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow5,097 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right 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 .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowCHRISTINE WOOD Telephone no.right arrow (312) 670-7444

Located atright arrow455 N CITYFRONT PLAZA SUITE 1500CHICAGOIL ZIP+4right arrow60611
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)
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)
 
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
Yes
 
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
CHRISTINE WOOD CHAIR/TREASURER/SECRETARY
1.00 		0 0 0
455 N CITYFRONT PLAZA DR SUITE 1500
CHICAGO,IL60611
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
6,573,913
b
Average of monthly cash balances.......................
1b
228,955
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,802,868
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
6,802,868
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
102,043
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,700,825
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
335,041
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
335,041
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
7,005
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,005
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
328,036
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
328,036
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
328,036
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
443,696
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
443,696
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 7 328,036
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020...... 42,360
d From 2021...... 237,284
e From 2022...... 257,167
f Total of lines 3a through e ........ 536,811
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 443,696
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 328,036
e Remaining amount distributed out of corpus 115,660
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 5 652,471
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		652,471
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020.... 42,360
c Excess from 2021.... 237,284
d Excess from 2022.... 257,167
e Excess from 2023.... 115,660
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).)
CHRISTINE WOOD
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

CENTER FOR INDEPENDENT DOCUMENTARY

PO BOX 95216
NEWTON,MA02495 		NONE 501(C)(3) GENERAL FUND 31,500

CHILDREN'S HEALTH DEFENSE

852 FRANKLIN AVE SUITE 511
FRANKLIN LAKES,NJ07417 		NONE 501(C)(3) GENERAL FUND 50,000

COMMUNITY PHARMACY FOUNDATION

PO BOX 803878
CHICAGO,IL60680 		NONE 501(C)(3) GENERAL FUND 10,000

CREATING SPACE DETROIT

2 WOODWARDS AVE STE 644
DETROIT,MI48226 		NONE 501(C)(3) GENERAL FUND 28,000

DEPT OF AMERICAN STUDIES - UW MADISON

702 WEST JOHNSON STREET STE 1101
MADISON,WI53715 		NONE 501(C)(3) GENERAL FUND 50,000

FOSTER

700 RAYOVAC DRIVE SUITE 122
MADISON,WI53711 		NONE 501(C)(3) GENERAL FUND 17,500

NEHEMIAH - DEFENDING BLACK GIRLHOOD

655 W BADGER ROAD
MADISON,WI53713 		NONE 501(C)(3) GENERAL FUND 15,000

PARENTS CIRCLE FAMILY FORUM

2248 BROADWAY 1531
NEW YORK,NY10024 		NONE 501(C)(3) GENERAL FUND 50,000

SHELTER HOUSE

10301 DEMOCRACY LANE STE 200
FAIRFAX,VA22030 		NONE 501(C)(3) GENERAL FUND 15,000

SHIRLY RYAN ABILITY LAB

355 EAST ERIE
CHICAGO,IL60611 		NONE 501(C)(3) GENERAL FUND 10,000

STATE UNIVERSITY OF IOWA

424 FIELD HOUSE
IOWA CITY,IA52242 		NONE 501(C)(3) GENERAL FUND 20,000

TENDING HOPE CIC

9 GARTNESS RD KILLEARN
KILLEARN   G639NT
UK 		NONE NC GENERAL FUND 55,359

THE BLACK STRING TRIAGE

1212 SOUTH LAYTON BOULEVARD
MILWAUKEE,WI53215 		NONE 501(C)(3) GENERAL FUND 40,000

UNIVERSITY OF ST ANDREWS AMERICAN FOUNDATION

1201 WEST PEACHTREE STREET
ATLANTA,GA30309 		NONE 501(C)(3) GENERAL FUND 40,000
Total .................................right arrow 3a 432,359
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 815  
4 Dividends and interest from securities ....     14 180,857  
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 ............ 		    18 394,077  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 575,749 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
575,749
(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
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
THE HUMAN FAMILY UNITY FOUNDATION
C/O ORBA
Employer identification number

82-3684391
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE HUMAN FAMILY UNITY FOUNDATION
C/O ORBA 		Employer identification number
82-3684391
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
CHRISTINE H WOOD TRUST
 
C/O FIRST STATE TRUST 1 RIGHTER PKW
 
WILMINGTON, DE19803

$ 866,398


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
THE HUMAN FAMILY UNITY FOUNDATION
C/O ORBA 		Employer identification number

82-3684391
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PUBLICLY TRADED SECURITIES $ 866,398 2023-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
THE HUMAN FAMILY UNITY FOUNDATION
C/O ORBA 		Employer identification number

82-3684391
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
THE HUMAN FAMILY UNITY FOUNDATION
 
C/O ORBA
EIN:
82-3684391
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEES 22,675 11,338   11,337

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

TY 2023 ExpenditureResponsibilityStmt
Name:
THE HUMAN FAMILY UNITY FOUNDATION
 
C/O ORBA
EIN:
82-3684391
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
TENDING HOPE CIC
  		9 GARTNESS ROAD
KILLEARN   G63 9NT
UK 		2023-09-08 55,359 TO PROVIDE FUNDS TO TENDING HOPE SO THAT THE CONTINUING IMPACT OF COLONIAL AND POST-COLONIAL TRAUMA CAN BE MORE FULLY UNDERSTOOD AND TOOLS FOR HEALING MAY BE DISCERNED AND IMPLEMENTED. PREVIOUS RESEARCH HAS SHOWN THAT THE INTERSECTION AND FLOW AMONG INDIGENOUS POPULATIONS, COLONIZED POPULATIONS, AND COLONIZERS, WHO ARE HISTORICALLY ENTANGLED, ALSO ENTANGLES WITH DESCENDANTS AND POPULATIONS IN THE PAST, PRESENT AND FUTURE GENERATIONS. THESE ENTANGLEMENTS INFLUENCE PEOPLE AND THEIR ACTIONS INDIVIDUALLY AND COLLECTIVELY WITHIN FAMILIES, COMMUNITIES, AND NATIONS. 50,585 NONE NOTED, ADDITIONALLY AUDITED FINANCIAL STATEMENTS WERE PREPARED 12/31/23 2023-12-31 BASED ON PREVIOUS WORK WITH THE GRANTEE, THE ORGANIZATION HAS DETERMINED THAT VERIFICATION IS NOT REQUIRED OTHER THAN REVIEW OF SEMI-ANNUAL REPORTS. THE MOST RECENT REPORT RELATING TO THIS GRANT WAS RECEVIED IN DECEMBER 2023.

TY 2023 ExplnOfNonFilingWithAGStmt
Name:
THE HUMAN FAMILY UNITY FOUNDATION
 
C/O ORBA
EIN:
82-3684391
Statement:
THE FOUNDATION IS A DELAWARE CORPORATION AND IS NOT REQUIRED TO SUBMIT A COPY OF FORM 990-PF TO THE ATTORNEY GENERAL SINCE THE FOUNDATION DID NOT CONDUCT ANY ACTIVITIES IN THE STATE DURING THE TAX YEAR.

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE HUMAN FAMILY UNITY FOUNDATION
 
C/O ORBA
EIN:
82-3684391
Name of Bond End of Year Book Value End of Year Fair Market Value
AECOM SR GLBL NT 5.125 % DUE MAR 15, 2027 19,425 19,790
AIR LEASE CORP 4.125% 19,797 18,660
ALLEGHENY TECHN 5.875%27 DUE 12/01/27 19,058 18,691
AMERICAN AIRLS P 3.95%32 DUE 01/11/32 18,008 18,492
AMERICAN AXLE & M 6.50 % DUE APR 1, 2027 15,185 16,000
AMERIGAS FINANCE 5.875 % DUE AUG 20, 2026 23,709 21,560
ASBURY AUTOMOTIV 4.75%30 DUE 03/01/30 26,528 24,180
BEAZER HOMES US 5.875%27 DUE 10/15/27 22,008 20,318
BOYD GAMING CORP 4.75 % DUE DEC 1, 2027 20,690 21,175
CARPENTER TECHNOL 6.375 % DUE JUL 15, 2028 21,351 21,835
CCO HOLDINGS LLC 4.50 % DUE MAY 1, 2032 22,575 22,328
CEDAR FAIR L P C 6.5XXX CONSENT GRANTED 19,950 19,950
CEDAR FAIR, L.P. 6.5%28 DUE 10/01/28 22,375 20,869
CENTENE CORP 4.625%29 DUE 12/15/29 16,020 16,341
CENTURY COMMUNITI 6.75 % DUE JUN 1, 2027 18,629 19,190
CHENIERE ENERGY P 4.5%29 DUE 10/01/29 20,280 18,169
CITIGROUP INC VAR 19,990 20,554
COMMERCIAL META 4.375%32 DUE 03/15/32 20,050 21,330
DANA INC 5.625%28 DUE 06/15/28 19,148 17,730
ENCOMPASS HEALTH 4.50 % DUE FEB 1, 2028 20,435 19,100
GRIFFON CORP 5.75%28 DUE 03/01/28 25,017 23,520
H.B. FULLER CO 4%27 DUE 02/15/27 12,198 12,431
HEALTHSOUTH CORP 5.75%25 DUE 09/15/25 4,203 3,975
HUGHES SATELLIT 6.625%26 DUE 08/01/26 24,316 17,243
ICAHN ENTERPRISES 5.25 % DUE MAY 15, 2027 19,737 18,953
JETBLUE AWYS COR 7.75%30 DUE 05/15/30 20,857 14,607
KYNDRYL HOLDINGS 3.15%31 DUE 10/15/31 14,005 14,797
L BRANDS, INC. 6.694%27 DUE 01/15/27 23,761 21,368
LAMAR ADVERTISI 4.875%29 DUE 01/15/29 22,259 20,318
MARRIOTT OWNERSH 4.75%28 DUE 01/15/28 22,612 20,158
MERCER INTERNTNL 5.5%26 DUE 01/15/26 20,228 20,055
MGM RESORTS INTE 4.75%28 DUE 10/15/28 22,519 20,900
MURPHY OIL USA, 4.75%29 DUE 09/15/29 21,335 19,819
NAVIENT CORP 5.875%24 DUE 10/25/24 22,164 20,895
NUSTAR LOGISTIC 6.375%30 DUE 10/01/30 15,424 15,920
OCEANEERING INTERNT 6%28 DUE 02/01/28 20,745 21,340
PENSKE AUTOMOTIVE 3.50 % DUE SEP 1, 2025 10,323 9,675
RADIAN GROUP INC 6.625 % DUE MAR 15, 2025 19,860 19,900
RHP HOTEL PROPERT 4.75 % DUE OCT 15, 2027 21,011 21,230
SALLY HOLDINGS 5.625%25 DUE 12/01/25 21,387 20,895
SERVICE PROPERTIE 4.5%25 DUE 03/15/25 24,834 24,438
SOUTHWESTERN ENE STEP 25 DUE 01/23/25 21,422 19,850
SPIRIT AEROSYSTEM 3.85 % DUE JUN 15, 2026 19,549 21,120
SPRINGLEAF FINANC 21,535 20,325
STARWOOD PROPERT 4.75%25 DUE 03/15/25 22,028 20,685
TELECOM ITALIA6.375% 33F DUE 11/15/33 19,246 17,618
TENET HEALTHCARE 6.125 % DUE OCT 1, 2028 15,778 16,873
TEVA PHARMACEUT3.15% 26F DUE 10/01/26 20,768 21,275
THE GOODYEAR TIRE & 5%26 DUE 05/31/26 13,368 12,740
THE GOODYEAR TIRE & 5%29 DUE 07/15/29 8,099 8,438
TITAN INTL INC DEL 7%28 DUE 04/30/28 22,086 21,026
TRI POINTE HOMES 5.25%27 DUE 06/01/27 21,804 19,650
TWILIO INC 3.625 % DUE MAR 15, 2029 14,630 15,513
UNITED AIRLS INC 3.5%29 DUE 11/01/29 17,162 16,060
UNITED CONTINENTA 4.875 % DUE JAN 15, 2025 18,213 17,775
UNITED RENTALS 4.875%28 DUE 01/15/28 13,842 12,626
UNITED RENTALS (NOR 4%30 DUE 07/15/30 9,460 8,258
WYNDHAM DESTINAT STEP 27 DUE 04/01/27 24,282 21,835
ABBOTT LABORATOR 4.75%36 DUE 11/30/36 4,664 5,100
ABBVIE INC. 4.7%45 DUE 05/14/45 6,138 4,764
AEP TRANSMISSION 5.4%53 DUE 03/15/53 4,969 5,234
AMERICAN EXPRESS VAR 26 DUE 10/30/26 5,063 5,088
AMERICAN TOWER 3.125%27 DUE 01/15/27 5,354 4,734
AMGEN INC. 2.8%41 DUE 08/15/41 4,894 3,627
AMGEN INC. 5.25%33 DUE 03/02/33 5,011 5,115
ANTHEM, INC. 4.101%28 DUE 03/01/28 5,229 4,922
AON CORP / AON GL 3.9%52 DUE 02/28/52 3,483 3,961
AT&T INC. 4.75%46 DUE 05/15/46 5,631 4,543
BANK OF AMERICA C 3.5%26 DUE 04/19/26 5,311 4,868
BANK OF AMERICA C VAR 31 DUE 07/23/31 4,357 4,083
BANK OF NOVA SC4.75% 26F DUE 02/02/26 4,949 4,985
BERKSHIRE HATHAW 2.85%51 DUE 05/15/51 4,611 3,378
BHP BILLITON F4.875% 26F DUE 02/27/26 5,058 5,025
CARRIER GLOBAL 3.577%50 DUE 04/05/50 5,002 3,918
CHESTER CO PA H 2.024%29 SYST HLTH DUE 06/01/29 8,664 8,792
CITIGROUP INC 3.668 % DUE JUL 24, 2028 5,502 4,752
COMCAST CORP 4.7%48 DUE 10/15/48 6,364 4,791
CUCAMONGA CA WTR 3.7%28 WTR UTIL DUE 09/01/28 16,922 14,581
CVS HEALTH CORP 5.05%48 DUE 03/25/48 6,350 4,671
ENBRIDGE INC. 2.5% 33F DUE 08/01/33 5,140 4,083
GOLDMAN SACHS GP 4.00 % DUE MAR 3, 2024 5,390 4,985
HONOLULU HAWAII 2.168%27 GO UTX DUE 08/01/27 15,200 13,921
INTEL CORP 3.75%27 DUE 08/05/27 5,005 4,894
JPMORGAN CHASE & VAR 28 DUE 02/01/28 10,812 9,668
LINCOLN NTNL COR 3.05%30 DUE 01/15/30 5,447 4,424
LOWE'S COMPANIES, 3.1%27 DUE 05/03/27 5,180 4,791
MORGAN STANLEY 3.7%24 DUE 10/23/24 5,479 4,938
NEXTERA ENERGY CAPI 3%52 DUE 01/15/52 3,588 3,387
NORTHERN STATES P 3.6%47 DUE 09/15/47 5,474 3,981
NY ST URB DEV CO 3.12%25 SPL TAX DUE 03/15/25 10,373 9,787
OHLONE CA CCD 1.975%25 COLL EDUC DUE 08/01/25 15,010 14,346
PNC FINL SVCS GRO VAR 27 DUE 01/26/27 4,854 4,942
PROLOGIS, INC. 1.25%30 DUE 10/15/30 4,299 4,044
PUBLIC SERVICE E 3.15%50 DUE 01/01/50 5,188 3,708
ROYAL BANK OF C1.15% 25F DUE 06/10/25 4,906 4,740
SAN DIEGO CA CC 2.457%28 GO UTX DUE 08/01/28 10,004 9,235
STARBUCKS CORP 4.75%26 DUE 02/15/26 5,003 5,018
THE ESTEE LAUDER 5.15%53 DUE 05/15/53 5,001 5,088
THE GOLDMAN SACHS VAR 32 DUE 01/27/32 4,970 4,043
THE TORONTO-DOM1.95% 27F DUE 01/12/27 4,782 4,624
TOTAL CAPITAL I3.455%29F DUE 02/19/29 5,541 4,822
UNIV NC CHAPEL 2.479%25 PUB EDUC DUE 12/01/25 10,373 9,638

TY 2023 InvestmentsCorpStockSchedule
Name:
THE HUMAN FAMILY UNITY FOUNDATION
 
C/O ORBA
EIN:
82-3684391
Name of Stock End of Year Book Value End of Year Fair Market Value
ALPHABET INC. CLASS C 62,600 171,935
APPLE 59,297 193,878
ARCHROCK INC 3,990 12,982
BADGER METER INC 13,800 37,203
BAKER HUGHES A GE CO 12,451 30,352
C S W INDUSTRIALS INC 14,333 46,045
CADENCE DESIGN SYS 973 3,813
CDW CORPORATION CMN 6,979 20,004
FERRARI N V F 1,447 4,738
FORMFACTOR INC 6,777 20,813
I N G GROEP N V F SPONSORED ADR 18,385 57,286
INTUIT 5,120 16,876
ISHARES ESG MSCI USA SMALL-CAP ETF 100,134 89,894
MASTERCARD INC CLASS A 10,918 30,709
MERITAGE HOMES CORP 7,016 27,524
MICROSOFT 916 3,008
N V R INC 2,110 7,000
NOVO-NORDISK A S F SPONSORED ADR 18,388 57,104
NVIDIA CORP 5,881 21,790
OWENS CORNING INC 5,978 21,790
PROGRESSIVE CO OHIO 1,330 3,982
PT BK MANDIRI PRSRO F SPONSORED ADR 16,409 47,709
SYNOPSYS INC 14,838 47,887
TIAA-CREF SHORT DURATION IMPACT BD INSTL 250,002 252,538
UBS GROUP AG F 19,142 70,019
UNICREDIT SPA F SPONSORED ADR 14,124 43,352
A S E INDUSTRIAL HOLDI F UNSPONSORED ADR 7,903 12,431
ABB LTD F SPONSORED ADR 22,840 29,061
ABBOTT LABORATORIES 19,658 22,344
ADOBE INC 19,394 23,864
ADVANCED ENERGY IND 10,019 11,001
AENA S M E S A F UNSPONSORED ADR 8,707 10,956
AIA GROUP LTD F SPONSORED ADR 14,875 12,343
AIRBNB INC CL A 8,591 9,258
AIRPORTS OF THAILAND P F SPONSORED ADR 12,040 10,140
AJINOMOTO INC (ADR) ADR CMN 9,033 11,319
ALEXANDRIA REAL EST REIT 10,406 13,564
ALKERMES PLC F 6,345 6,824
ALLEGHENY TECH INC 9,173 10,185
ALLIANZ SE F UNSPONSORED ADR 14,554 17,295
ALPHABET INC. CLASS A 55,524 65,515
ALPHABET INC. CLASS C 29,128 37,346
ALTUS MIDSTREAM CO 0050 9,996 10,287
AMAZON.COM INC 86,642 86,302
AMERICAN EXPRESS 9,449 13,301
AMERIPRISE FINL 8,384 10,255
AMERN TOWER CORP REIT 14,925 14,680
AMPHASTAR PHARMACEUTICALS INC 5,008 6,865
ANGLO AMERN PLC SPONSORED ADR 19,561 18,658
ANHEUSER BUSCH INBEV S F SPONSORED ADR 12,462 15,186
ANTHEM INC 11,162 14,618
ANZ GROUP HOLDINGS LTD ADR CMN 14,914 14,809
APPLE 150,193 170,967
APPLIED MATERIALS 23,661 27,714
APTIV PLC F 8,709 8,254
ARCH CAPITAL GROUP LTD. CMN 9,379 9,061
ARCHER AVIATION INC 3,824 4,906
ARGENX SE SPONSORED ADR CMN 10,853 8,750
ARISTA NETWORKS INC 6,837 11,776
ARTHUR J GALLAGHER&C 9,674 9,670
ASSOCIATED BANC-CORP CMN 10,249 13,369
ATLAS COPCO AB SPONS ADR NEW REPSTG COM SER-A 15,219 17,399
AUTOMATIC DATA PROCESSNG INC 12,754 13,745
BANCO BILBAO VIZCAYA A F SPONSORED ADR 8,986 10,722
BANK HAPOALIM B M F SPONSORED ADR 6,756 7,061
BANQUE PARIBAS F SPONSORED ADR 10,971 14,556
BARNES GROUP INC 9,926 9,789
BAYERISCHE MOTR F SPONSORED ADR 12,626 13,213
BECTON DICKINSON&CO 12,235 11,216
BEIGENE LTD F SPONSORED ADR 6,857 7,755
BIOMARIN PHARMACEUTICAL INC 8,248 8,967
BOOKING HOLDINGS INC 9,214 14,189
BORGWARNER INC 9,684 8,927
BOSTON PROPERTIES 8,333 10,736
BOSTON SCIENTIFIC CO 14,421 16,071
BRAMBLES LTD F SPONSORED ADR 13,339 14,404
BRANDYWINE RLTY TRUST NEW 10,926 15,325
BRIDGESTONE CORP LTD F SPONSORED ADR 11,854 12,679
CADENCE DESIGN SYS 13,642 16,070
CANNAE HOLDINGS INC 10,423 11,355
CARRIER GLOBAL CORPORATION CMN 10,417 10,858
CATERPILLAR 8,741 15,375
CD PROJEKT S A F UNSPONSORED ADR 4,181 4,810
CHARLES SCHWAB CORP 9,773 13,760
CHARTER COMMUNICATIONS INC NEW CL A 8,564 7,774
CHINA MENGNIU DAIRY F UNSPONSORED ADR 10,808 7,960
CHINA RESOURCES BEER F SPONSORED ADR 6,103 4,941
CHURCH & DWIGHT CO INC 9,941 10,307
CIGNA CORP 9,788 12,876
CINTAS CORP 11,036 14,464
CISCO SYSTEMS 20,262 21,461
CME GROUP INC 11,846 12,215
COLGATE-PALMOLIVE CO 15,518 16,659
COMCAST CORP CLASS A 18,590 18,242
COMERICA INCORPORATE 8,438 11,943
COMPAGNIE DE ST GOBAIN 9,199 11,943
COMPAGNIE FINANCIERE R F SPONSORED ADR 12,874 14,037
COMPASS GROUP PLC SPONSORED ADR CMN 9,388 11,903
CONAGRA BRANDS INC 11,292 10,346
CONSTELLATION BRANDS INC CL A 9,615 9,428
COPART INC 11,785 14,063
CORCEPT THERAPEUTICS 952 1,104
CORTEVA INC 14,212 11,740
CROWDSTRIKE HLDGS INC 8,478 11,745
CROWN CASTLE INTL CORP NEW 13,850 12,095
CVS HEALTH CORP 10,617 12,081
D R HORTON CO 11,041 14,590
DAIICHI SANKYO CO F SPONSORED ADR 11,708 11,678
DAIMLER AG F UNSPONSORED ADR 11,743 10,378
DANAHER CORP 18,366 21,515
DEERE & CO 7,901 11,196
DELEK US HLDGS INC NEW COM 8,013 8,772
DENSO CORP F SPONSORED ADR 14,520 13,862
DEUTSCHE TELEKOM AG F SPONSORED ADR 15,288 16,481
DEUTSCHE WOHNEN A G F UNSPONSORED ADR 8,366 4,043
DIAGEO PLC F SPONSORED ADR 17,155 16,605
DIGITAL REALTY TRUST 7,796 9,959
DISCO CORP ADR CMN 11,332 15,178
DISCOVER FINANCIAL SERVICES 9,397 12,027
DOVER CORP 9,460 10,613
DR REDDY S LABORATORIE F SPONSORED ADR 12,711 13,151
DSV AS UNSPONSORED ADR CMN 13,270 13,348
EAST JAPAN RAILWAY F SPONSORED ADR 10,693 11,376
EBAY INC 8,636 8,637
ECOLAB INC 8,667 10,116
EDISON INTL 10,892 13,011
EDWARDS LIFESCIENCES 12,685 10,294
EISAI CO LTD ADR 7,344 6,641
ELEMENT SOLUTIONS INC 9,439 11,524
ENERSYS 9,227 9,995
EQUINIX INC REIT 12,809 13,692
ESCO TECHNOLOGIES 11,094 12,522
ESSILORLUXOTTICA F SPONSORED ADR 10,916 12,662
ESTEE LAUDERCO INC CLASS A 13,462 11,115
EVERSOURCE ENERGY 18,783 16,788
EXCELERATE ENERGY INC CLASS A 9,759 9,431
EXELIXIS, INC. CMN 6,531 7,509
EXELON CORP 13,234 12,601
FAST RETAILING CO F SPONSORED ADR 9,402 10,024
FISERV INC 9,652 11,956
FORTINET INC 9,518 9,657
FORTIVE CORPORATION CMN 8,652 8,688
FULLER CO H B 0050 9,452 11,316
GENERAL MILLS INC 9,964 10,878
GENMAB A-S ADR 15,708 15,761
GENUINE PARTS CO 11,023 9,834
GOLDMAN SACHS GROUP 11,348 15,817
HDFC BANK LIMITED SPONSORED ADR CMN 12,060 12,952
HERMES INTERNATIONAL SA UNSPONSORED ADR CMN 13,778 14,669
HERSHEY CO 11,038 10,441
HILTON WORLDWIDE HLD 10,253 15,113
HITACHI 10 COM NEW ADR 11,853 16,192
HOME DEPOT 23,888 29,457
HONG KONG EXC & CLR F SPONSORED ADR 12,101 9,761
HUBBELL INC 8,513 9,210
HUBSPOT INC 8,751 11,030
HUNTINGTON BANCSHS 9,884 12,046
HYATT HOTELS CORPORATION CMN CLASS A 10,072 12,911
IBM 16,766 19,462
ICICI BANK LTD 14,021 15,734
ILLINOIS TOOL WORKS INC 13,129 14,145
IMMUNOGEN INC 4,239 8,658
INDUSTRIA DE DISENO TE F SPONSORED ADR 13,586 16,286
INFINEON TECH AG F SPONSORED ADR 9,042 14,020
INFORMA P L C F SPONSORED ADR 7,826 9,368
INFOSYS LTD F SPONSORED ADR 10,546 11,451
INGERSOLL-RAND INC CMN 10,440 14,308
INTERCONTINENTAL EXC 10,078 11,944
INTESA SANPAOLO S P A 13,007 15,944
INTL FLAVORS& FRAGRA 11,932 11,498
INTRA-CELLULAR THERA 4,777 6,876
INTUIT 16,222 20,001
INTUITIVE SURGICAL INC 10,556 14,844
JABIL INC 11,155 11,211
JD COMMON INC F SPONSORED ADR 13,255 11,556
JOHNSON & JOHNSON 39,893 40,596
JULIUS BAER GROUP LTD F SPONSORED ADR 9,369 7,983
KEURIG DR PEPPER INC 9,909 10,596
KEYCORP INC 9,449 12,730
KEYSIGHT TECH INC 8,779 10,659
KIMBERLY-CLARK CORP 12,230 11,786
KNOWLES CORP 8,919 10,907
KOPPERS HOLDINGS INC 8,605 11,422
L C I INDUSTRIE 8,296 8,925
L OREAL CO F SPONSORED ADR 21,917 24,753
LAM RESEARCH CORP 16,022 19,582
LEGAL & GENERAL PLC F SPONSORED ADR 9,660 12,205
LENNAR CORPORATION CMN CLASS B 9,408 12,735
LG DISPLAY CO LTD F SPONSORED ADR 10,150 9,211
LLOYDS BANKING GROUP F SPONSORED ADR 9,157 10,545
LOCALIZA RENTAL A CAR F SPONSORED ADR 15,866 17,315
LONDON STOCK EXCHANGE F SPONSORED ADR 13,434 16,007
LONZA GROUP AG F SPONSORED ADR 18,895 15,489
LVMH MOET HENNESSY LOU F SPONSORED ADR 20,675 25,505
MALAYAN BANKING BERHAD F SPONSORED ADR 8,178 8,281
MARTIN MARIETTA MATR 9,557 13,471
MASTERCARD INC CLASS A 20,818 26,017
MATADOR RESOURCES CO 14,507 14,556
MATERION CORP 7,306 11,191
MAZDA MOTORS CORP F SPONSORED ADR 9,320 9,384
MCDONALD'S 16,348 18,977
MCKESSON CORP 13,290 13,889
MEDPACE HOLDINGS INC 6,202 8,276
MEITUAN DIANPING ADR 11,721 8,782
METLIFE INC 8,095 9,986
MICROCHIP TECHNOLOGY 12,394 14,519
MICROSOFT 111,485 171,098
MITSUI FUDOSAN CO F UNSPONSORED ADR 9,588 11,116
MONGODB INC CLASS A 9,297 11,448
MOODYS CORP 9,004 12,888
MS&AD INS GROUP HLDGS 10,132 11,227
MUNICH RE GROUP F SPONSORED ADR 11,531 12,660
MURAL ONCOLOGY PUBLIC F 277 142
MURPHY OIL CORP HLDG 15,926 15,443
NASPERS LTD ADR 7,124 7,837
NESTE OYJ ADR 12,323 9,972
NET LEASE OFFICE PROPERTIES CMN 126 203
NETFLIX INC 12,949 19,475
NEUROCRINE BIOSCIENC 8,476 10,146
NEW JERSEY RESOURCE 9,677 10,833
NIKE INC CLASS B 13,037 13,463
NISSAN MOTORS 10,298 9,597
NOBLE CORP PLC F 6,020 6,068
NORDEA BANK ABP F UNSPONSORED ADR 12,385 13,964
NORFOLK SOUTHERN CO 10,372 12,765
NORTHERN OIL & GAS INC 11,843 11,306
NORTHERN TRUST CORP 11,819 10,801
NORTHWEST NATURAL HOLDIN 8,560 8,917
NOV INC. CMN 9,064 10,992
NTNL AUSTRALIA BANK F SPONSORED ADR 19,458 21,351
NUCOR CORP 10,125 11,313
NVENT ELECTRIC PLC F 9,069 11,168
NVIDIA CORP 35,156 76,759
OASIS PETROLEUM INC 11,625 12,301
ONE GAS INC 8,905 8,156
ORIENTAL LD CO LTD ADR CMN 9,257 11,139
PACCAR INC 10,982 13,378
PALO ALTO NETWORKS 9,544 12,680
PAYCHEX, INC. CMN 8,440 8,814
PAYCOM SOFTWARE INC 8,818 7,028
PAYPAL HOLDINGS INCORPOR 20,182 9,089
PERNOD RICARD SPONSORED ADR CMN 12,311 11,120
PING AN INSURNCE GP F SPONSORED ADR 15,504 9,264
PNC FINL SERVICES 13,907 14,401
PPG INDUSTRIES INC 9,200 10,469
PROGRESSIVE CO OHIO 11,128 13,698
PROLOGIS INC. REIT 15,207 16,129
PROSUS N V SPONSORED ADR 10,644 9,580
PRUDENTIAL FINL 10,411 13,379
PT BK MANDIRI PRSRO F SPONSORED ADR 9,570 9,784
PULTEGROUP INC 10,983 14,451
QUALCOMM INC 13,951 18,657
RAMBUS INC. 7,369 9,009
REALTY INCOME CORP MD SBI 9,576 11,254
RECKITT BENCKISE GP F SPONSORED ADR 19,610 17,312
RECRUIT CO., LTD. F UNSPONSORED ADR 10,614 12,016
REGENERON PHARMS INC 10,110 13,174
RELIANCE STEEL & ALUMINUM CO 7,916 11,467
RENTOKIL GROUP PLC F SPONSORED ADR 12,812 10,099
RESMED INC 9,852 11,697
ROPER TECHNOLOGIES INC 12,091 13,629
ROYAL GOLD INC 8,929 10,403
S J W GROUP 9,452 9,606
SALESFORCE 19,744 23,419
SAP SE F SPONSORED ADR 22,794 26,126
SCHNEIDER ELECTRIC SE 10,997 16,494
SCORPIO TANKERS INC F 4,789 5,229
SECOM LTD F SPONSORED ADR 11,282 12,157
SEEK LTD F SPONSORED ADR 11,476 13,535
SEIKO EPSON CORP F SPONSORED ADR 7,382 7,314
SFL CORP LTD F 9,383 9,791
SIMPSON MFG CO INC 10,794 15,442
SINGAPORE EXCHANGE LIMITED UNSPONSORED ADR CMN 8,501 8,910
SINGAPORE TLCM F SPONSORED ADR 9,967 10,803
SINOPHARM GROUP CO F SPONSORED ADR 7,254 7,465
SITIO ROYALTIES CORP NEW CLASS A 9,001 9,075
SM ENERGY COMPANY CMN 15,307 15,682
SMART GLOBAL HLDGS F 6,438 8,594
SNOWFLAKE INC 10,634 13,930
SONY CORP F SPONSORED ADR 15,549 16,003
STRYKER CORP 12,272 14,374
SUMITOMO MITSUI FINL00 F SPONSORED ADR 13,590 14,617
SUPERNUS PHARMACEUTICALS INC 6,671 8,132
SWISS RE LTD 13,508 15,139
SYNOPSYS INC 13,959 15,962
SYSCO CORP 9,795 11,189
T-MOBILE US INC 13,662 16,033
TAIWAN SEMICONDUCTOR MFG ADS LTD ADS 1ADS EQUALS 5ORDS 27,367 32,968
TARGET CORP 12,723 13,672
TARO PHARMA INDS F 4,390 5,515
TEEKAY TANKERS LTD. F 4,209 4,947
TELENOR ASA F SPONSORED ADR 14,900 12,765
TELSTRA GROUP LTD ADR CMN 17,678 18,499
TEREX CORP DELA NEW 9,016 9,538
THERMO FISHER SCNTFC 23,061 27,601
TOKIO MARINE HOLDINGS F SPONSORED ADR 9,765 11,064
TOYOTA INDUSTRIES CORP ADR 8,445 9,173
TOYOTA MOTOR CORP F SPONSORED ADR 24,383 24,206
TRACTOR SUPPLY COMP 9,245 9,246
TRIMAS CORP 10,481 10,993
TRIP COM GROUP LTD 5,742 6,266
TRUIST FINL CORP 8,582 11,667
TURKCELL ILETISM HIZM AS NEW 4,865 5,349
UCB S.A. (UNION CHIMIQUE BELGE UNSPONSORED ADR CMN 12,304 13,952
UNICREDIT SPA F SPONSORED ADR 5,951 11,073
UNITED MICROELECTRONIC F SPONSORED ADR 9,445 11,362
UNITED THERAPEUTICS CORP CMN 5,626 5,497
UNITED UTILTIES F SPONSORED ADR 9,371 11,282
UNITEDHEALTH GROUP 26,553 38,432
UTD OVERSEAS BK F SPONSORED ADR 8,582 9,002
VALLEY NTNL BANC 10,681 14,683
VERIZON 20,850 15,947
VINCI S A F SPONSORED ADR 15,656 16,811
VISA INC CLASS A 23,001 28,899
W. P. CAREY INC. CMN 8,669 10,823
WALGREENS BOOTS ALLI 8,578 9,922
WALT DISNEY 25,824 18,239
WATSCO INC 8,932 10,283
WEATHERFORD INTL F 7,331 7,631
WIPRO LTD F SPONSORED ADR 9,185 10,388
WOORI FINL GROUP INC F UNSPONSORED ADR 10,195 11,756
WORKDAY INC 11,011 13,803
WUXI APPTEC CO LTD F UNSPONSORED ADR 4,570 3,845
WUXI BIOLOGICS CAYMAN F UNSPONSORED ADR 13,981 5,811
YANDEX N V F CLASS A 11,211 0
YARA INTL ASA F SPONSORED ADR 9,983 9,829
ZIONS BANCORP CMN 7,878 11,889
ZOETIS INC CLASS A 15,648 18,355

TY 2023 InvestmentsGovtObligationsSch
Name:
THE HUMAN FAMILY UNITY FOUNDATION
 
C/O ORBA
EIN:
82-3684391
US Government Securities - End of Year Book Value:

163,835
US Government Securities - End of Year Fair Market Value:

153,364
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 InvestmentsOtherSchedule2
Name:
THE HUMAN FAMILY UNITY FOUNDATION
 
C/O ORBA
EIN:
82-3684391
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
CREATION IV AT COST 98,569 126,421
CREATION V AT COST 172,854 174,642
BITCOIN AT COST 402,330 341,715
ETHERIUM AT COST 139,927 110,801

TY 2023 OtherDecreasesSchedule
Name:
THE HUMAN FAMILY UNITY FOUNDATION
 
C/O ORBA
EIN:
82-3684391
Description Amount
DONATED SECURITIES BASIS ADJUSTMENT 616,957


TY 2023 OtherExpensesSchedule
Name:
THE HUMAN FAMILY UNITY FOUNDATION
 
C/O ORBA
EIN:
82-3684391
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
K-1 INVESTMENT FEES 4,442 4,442   0


TY 2023 OtherIncreasesSchedule
Name:
THE HUMAN FAMILY UNITY FOUNDATION
 
C/O ORBA
EIN:
82-3684391
Description Amount
NONDIVIDEND DISTRIBUTIONS 5,780


TY 2023 OtherProfessionalFeesSchedule
Name:
THE HUMAN FAMILY UNITY FOUNDATION
 
C/O ORBA
EIN:
82-3684391
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MGMT FEES 47,713 47,713   0


TY 2023 TaxesSchedule
Name:
THE HUMAN FAMILY UNITY FOUNDATION
 
C/O ORBA
EIN:
82-3684391
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 5,836 5,836   0