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 Morris & Sylvia Trachten Family
Foundation
% MORRIS&SYLVIA TRACHTEN FAM F
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

22-2518063
B Telephone number (see instructions)

(800) 839-1754
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$6,692,726J 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) 6,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 11,597 11,597  
4 Dividends and interest from securities... 87,719 87,719  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 15,540
b Gross sales price for all assets on line 6a 777,004
7 Capital gain net income (from Part IV, line 2)... 15,540
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
35,935 35,935  
12 Total. Add lines 1 through 11........ 156,791 150,791  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
32,910 32,910    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,204 103    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 541     541
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
47,391 21,736   25,655
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 83,046 54,749   26,196
25 Contributions, gifts, grants paid....... 264,728 264,728
26 Total expenses and disbursements. Add lines 24 and 25 347,774 54,749   290,924
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -190,983
b Net investment income (if negative, enter -0-) 96,042
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 227,605 315,830 315,830
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   1,483    
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) 1,102,812 Click to see attachment
List of Attached Documents:
// Content
745,780 		749,202
b Investments—corporate stock (attach schedule)....... 2,452,357 Click to see attachment
List of Attached Documents:
// Content
2,501,956 		4,271,517
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 978,329 Click to see attachment
List of Attached Documents:
// Content
1,008,037 		1,356,177
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) 4,762,586 4,571,603 6,692,726
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 4,762,586 4,571,603
29 Total net assets or fund balances (see instructions)..... 4,762,586 4,571,603
30 Total liabilities and net assets/fund balances (see instructions). 4,762,586 4,571,603
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
4,762,586
2
Enter amount from Part I, line 27a .....................
2
-190,983
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
4,571,603
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,571,603
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 Passthrough K1 Capital Gain/(Loss)      
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 777,004   777,003 1
b       15,539
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       1
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 15,540
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 1,335
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 1,335
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,335
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a  
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,600
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,600
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 57
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 10 208
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow208 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCT
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowMORRIS&SYLVIA TRACHTEN FAM FDN Telephone no.right arrow (303) 956-8042

Located atright arrow55 WALLS DRIVE FL 3FairfieldCT ZIP+4right arrow06824
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
David Trachten Chairman of the Board, Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Gary Trachten Sec, Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Vicki Trachten-Schwartz Pres, Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Roberta Trachten-Zeve Trustee, Treas
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Margo Zeve Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
 
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
 
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
4,828,039
b
Average of monthly cash balances.......................
1b
333,300
c
Fair market value of all other assets (see instructions)................
1c
1,356,177
d
Total (add lines 1a, b, and c).........................
1d
6,517,516
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
6,517,516
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
97,763
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,419,753
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
320,988
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
320,988
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,335
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,335
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
319,653
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
319,653
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
319,653
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
290,924
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
290,924
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 7 319,653
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:2021, 2020, 2019  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019...... 41,853
c From 2020...... 48,467
d From 2021...... 53,596
e From 2022...... 35,019
f Total of lines 3a through e ........ 178,935
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 290,924
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 290,924
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 28,729 28,729
(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 5 150,206
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		150,206
10 Analysis of line 9:
a Excess from 2019.... 13,124
b Excess from 2020.... 48,467
c Excess from 2021.... 53,596
d Excess from 2022.... 35,019
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
VICKI TRACHTEN-SCHWARTZ
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

70 FACES MEDIA INC

520 8TH AVE NO 4TH FL
NEW YORK,NY10018 		N/A PC General & Unrestricted 360

AMERICA GIVES INC

228 PARK AVE S 71410
NEW YORK,NY10003 		N/A PC General & Unrestricted 3,600

AMERICAN FRIENDS OF JORDAN RIVER VILLAGE FOUNDATIO

244 MADISON AVE STE 482
NEW YORK,NY10016 		N/A PC General & Unrestricted 2,500

AMERICAN FRIENDS OF NATAL INC

1120 AVE OF THE AMERICAS 4TH FL
NEW YORK,NY10036 		N/A PC General & Unrestricted 360

AMERICAN FRIENDS OF THE PARENTS CIRCLE FAMILIES FO

2248 BROADWAY 1531
NEW YORK,NY10024 		N/A PC General & Unrestricted 500

AMERICAN NATIONAL RED CROSS

209 FARMINGTON AVE
FARMINGTON,CT06032 		N/A PC families who have suffered nationally from tornadoes, hurricanes, and fires for 2023 fund 3,600

CHABAD CENTER AT UNIVERSITY OF COLORADO INC

909 14TH ST
BOULDER,CO80302 		N/A PC General & Unrestricted 300

CHABAD JEWISH CENTER OF DANA POINT

33802 BRIDGEHAMPTON DR
DANA POINT,CA92629 		N/A PC General & Unrestricted 2,000

CHABAD JEWISH CENTER OF MISSION VIEJO

24041 MARGUERITE PKWY
MISSION VIEJO,CA92692 		N/A PC General & Unrestricted 360

CHAI LIFELINE INC

151 WEST 30TH ST 7TH FL
NEW YORK,NY10001 		N/A PC Camp scholarships and family counseling programs Scholarship fund 7,200

CHEBRA AGUDAS ACHIM CHESED SHEL EMETH

125 MAIDEN LN RM 5B
NEW YORK,NY10038 		N/A PC General & Unrestricted 180

DOROT INC

171 W 85TH ST
NEW YORK,NY10024 		N/A PC General & Unrestricted 200

DOWNTOWN EVENING SOUP KITCHEN INC

PO BOX 1478
NEW HAVEN,CT06506 		N/A PC General & Unrestricted 90

DOWNTOWN WOMENS CENTER

442 S SAN PEDRO ST
LOS ANGELES,CA90013 		N/A PC General & Unrestricted 100

EZRA ACADEMY OF GREATER NEW HAVEN INCORPORATED

75 RIMMON RD
WOODBRIDGE,CT06525 		N/A PC General & Unrestricted 1,800

FATHER FLANAGANS BOYS HOME

14100 CRAWFORD ST
BOYS TOWN,NE68010 		N/A PC General & Unrestricted 118

FEEDING AMERICA

161 N CLARK ST SUITE 700
CHICAGO,IL60601 		N/A PC General & Unrestricted 200

FEEDING WESTCHESTER INC

200 CLEARBROOK RD
ELMSFORD,NY10523 		N/A PC General & Unrestricted 360

FISHER HOUSE FOUNDATION INC

12300 TWINBROOK PKWY STE 410
ROCKVILLE,MD20852 		N/A PC General & Unrestricted 2,000

FORWARD ASSOC INC

125 MAIDEN LN 8TH FL
NEW YORK,NY10038 		N/A PC General & Unrestricted 360

FRIENDS OF THE ISRAEL DEFENSE FORCES

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

HABITAT FOR HUMANITY INTERNATIONAL INC

322 W LAMAR ST
AMERICUS,GA31709 		N/A PC General & Unrestricted 150

HADASSAH THE WOMENS ZIONIST ORGANIZATION OF AMERIC

40 WALL ST 8TH FLOOR
NEW YORK,NY10005 		N/A PC Parkinson's and Epilepsy Research LEA Hadassah chapter fund 1,800

HAND IN HAND AMERICAN FRIENDS OF CNTR FOR JEWISH-A

PO BOX 80102
PORTLAND,OR97280 		N/A PC General & Unrestricted 360

HAWAII COMMUNITY FOUNDATION

827 FORT ST MALL
HONOLULU,HI96813 		N/A PC Maui Strong Fund 2,500

HEBREW FREE LOAN SOCIETY INC

675 3RD AVE RM 1905
NEW YORK,NY10017 		N/A PC General & Unrestricted 100

HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE

4745 17TH AVE NE
SEATTLE,WA98105 		N/A PC General & Unrestricted 800

HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE

PO BOX 8
PURCHASE,NY10577 		N/A PC General & Unrestricted 500

HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE

213 BAY STATE RD
BOSTON,MA02215 		N/A PC General & Unrestricted 500

HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE

54 N EAGLEVILLE RD
STORRS,CT06268 		N/A PC Sheliach Program 5,000

HOLE IN THE WALL GANG FUND INC

555 LONG WHARF DR
NEW HAVEN,CT06511 		N/A PC The Hole in the Wall Camp in Connecticut scholarship fund 2,500

HOLOCAUST AND HUMAN RIGHTS EDUCATION CENTER

4 W RED OAK LN
WHITE PLAINS,NY10604 		N/A PC General & Unrestricted 360

INDIANA UNIVERSITY HILLEL

730 E 3RD ST
BLOOMINGTON,IN47401 		N/A PC General & Unrestricted 500

INSIGHT THROUGH EDUCATION INC

PO BOX 33054
PALM BEACH GARDENS,FL33420 		N/A PC General & Unrestricted 1,800

INTERNATIONAL RESCUE COMMITTEE INC

PO BOX 6068
ALBERT LEA,MN56007 		N/A PC General & Unrestricted 500

ISRAAID US INC

PO BOX 61227
PALO ALTO,CA94306 		N/A PC Turkey earthquake emergency rescue fund 5,400

JEWISH AGENCY FOR ISRAEL-NORTH AMERICAN COUNCIL

633 3RD AVE 21ST FL
NEW YORK,NY10017 		N/A PC food cards for students from the youth villages fund 3,600

JEWISH AGENCY FOR ISRAEL-NORTH AMERICAN COUNCIL

633 3RD AVE 21ST FL
NEW YORK,NY10017 		N/A PC General & Unrestricted 43,100

JEWISH AGENCY FOR ISRAEL-NORTH AMERICAN COUNCIL

633 3RD AVE 21ST FL
NEW YORK,NY10017 		N/A PC Esther Romm Memorial Garden Youth Futures gardening holiday programming for Sukkot, Chanukah, TuBishvat, Passover, and Shavuot for the local students from the general and religious schools fund 3,300

JEWISH AGENCY FOR ISRAEL-NORTH AMERICAN COUNCIL

633 3RD AVE 21ST FL
NEW YORK,NY10017 		N/A PC Israel Tennis and Education Center, managed by the Spirit of Israel and Jewish Agency of North America 18,000

JEWISH AGENCY FOR ISRAEL-NORTH AMERICAN COUNCIL

633 3RD AVE 21ST FL
NEW YORK,NY10017 		N/A PC Spirit of Israel Emergency Food Distribution Fund 3,600

JEWISH AGENCY FOR ISRAEL-NORTH AMERICAN COUNCIL

633 3RD AVE 21ST FL
NEW YORK,NY10017 		N/A PC Ramat HaNegev High School Maker Room fund 12,500

JEWISH AGENCY FOR ISRAEL-NORTH AMERICAN COUNCIL

633 3RD AVE 21ST FL
NEW YORK,NY10017 		N/A PC HaShomer Ha'Chadash boarding schools in Israel that attract high school students who study Torah in the morning (egaliatarian) work the farm, and connect to the land of Israel scholarship fund 18,000

JEWISH AGENCY FOR ISRAEL-NORTH AMERICAN COUNCIL

633 3RD AVE 21ST FL
NEW YORK,NY10017 		N/A PC Amit Kamah School Yerucham for the Eco-Startup STEM program 25,000

JEWISH AGENCY FOR ISRAEL-NORTH AMERICAN COUNCIL

633 3RD AVE 21ST FL
NEW YORK,NY10017 		N/A PC Youth Futures After School Programs in the cities Afula and Hurfeish 22,000

JEWISH AGENCY FOR ISRAEL-NORTH AMERICAN COUNCIL

633 3RD AVE 21ST FL
NEW YORK,NY10017 		N/A PC rescuing food to feed Israel's population fund 7,200

JEWISH COLLABORATIVE OF ORANGE COUNTY

2913 EL CAMINO REAL 701
TUSTIN,CA92782 		N/A PC Programming fund 3,600

JEWISH COLLABORATIVE OF ORANGE COUNTY

2913 EL CAMINO REAL 701
TUSTIN,CA92782 		N/A PC Rabbi's discretionary fund 1,800

JEWISH FAMILY & CHILDRENS SERVICE OF LONG BEACH-WE

3801 E WILLOW ST
LONG BEACH,CA90815 		N/A PC JFCS refugee resettlement fund 1,000

JEWISH FAMILY SERVICE OF GREATER NEW HAVEN INC

1440 WHALLEY AVE STE 2
NEW HAVEN,CT06515 		N/A PC SOS fund 1,000

JEWISH FAMILY SERVICE OF GREATER NEW HAVEN INC

1440 WHALLEY AVE STE 2
NEW HAVEN,CT06515 		N/A PC Emergency relief fund 1,000

JEWISH FAMILY SERVICE OF LOS ANGELES

330 N FAIRFAX AVE
LOS ANGELES,CA90036 		N/A PC General & Unrestricted 500

JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELES

6505 WILSHIRE BLVD STE 800
LOS ANGELES,CA90048 		N/A PC General & Unrestricted 1,800

JEWISH FEDERATION OF PALM SPRINGS AND DESERT AREA

69710 HWY 111
RANCHO MIRAGE,CA92270 		N/A PC General & Unrestricted 360

JEWISH NATIONAL FUND

78 RANDALL AVE
ROCKVILLE CTR,NY11570 		N/A PC General & Unrestricted 400

JEWISH NEWS SERVICE INC

9450 SW GEMINI DR PMP 38958
BEAVERTOWN,OR97008 		N/A PC General & Unrestricted 500

JEWISHCOLORADO

300 S DAHLIA ST STE 300
DENVER,CO80246 		N/A PC General & Unrestricted 2,000

JEWISHCOLORADO

300 S DAHLIA ST STE 300
DENVER,CO80246 		N/A PC Sheliach Program, Security Fund, and Annual Fund 3,600

JOIN ISRAEL INC

135 ROCKAWAY TPKE STE 101
LAWRENCE,NY11559 		N/A PC To renovate, in partnership with the Rechovot School, a toddler reading room and adjacent play room with reading couches, learning books, new lighting and floor, replaced doll beds, furniture, corners and a toddler bathroom fund 2,400

JORDAN PORCO FOUNDATION

415 SILAS DEANE HWY STE 304B
WETHERSFIELD,CT06109 		N/A PC General & Unrestricted 250

MAZON INC A JEWISH RESPONSE TO HUNGER

PO BOX 6095
ALBERT LEA,MN56007 		N/A PC General & Unrestricted 1,000

MEDECINS SANS FRONTIERES USA INC

PO BOX 5030
HAGERSTOWN,MD21741 		N/A PC General & Unrestricted 3,600

NATURAL RESOURCES DEFENSE COUNCIL INC

40 WEST 20TH ST 11TH FLOOR
NEW YORK,NY10011 		N/A PC General & Unrestricted 200

ORANGE COUNTY RONALD MCDONALD HOUSE

765 S PASADENA AVE
PASADENA,CA91105 		N/A PC General & Unrestricted 300

PLANNED PARENTHOOD-ORANGE AND SAN BERNARDINO COUNT

801 E KATELLA AVE
ANAHEIM,CA92805 		N/A PC General & Unrestricted 500

PROJECT ROZANA USA INC

17 STATE ST STE 4000
NEW YORK,NY10004 		N/A PC General & Unrestricted 360

ROBIN HOOD ISRAEL FOUNDATION

7 LIBERTY SQ
BOSTON,MA02109 		N/A PC General & Unrestricted 360

SALVATION ARMY

1370 PENNSYLVANIA ST
DENVER,CO80203 		N/A PC General & Unrestricted 330

SAVE THE CHILDREN FEDERATION INC

501 KINGS HWY EAST STE 400
FAIRFIELD,CT06825 		N/A PC General & Unrestricted 500

SECOND HARVEST FOOD BANK OF ORANGE COUNTY INC

8014 MARINE WAY
IRVINE,CA92618 		N/A PC General & Unrestricted 300

ST JUDE CHILDRENS RESEARCH HOSPITAL INC

501 ST JUDE PL
MEMPHIS,TN38105 		N/A PC General & Unrestricted 300

THE ISRAEL BRIDGE

209 COCONUT KEY DR
PALM BCH GDNS,FL33418 		N/A PC General & Unrestricted 360

THE JEWISH FEDERATION OF GREATER NEW HAVEN INC

360 AMITY RD
WOODBRIDGE,CT06525 		N/A PC General & Unrestricted 18,000

THE SALVATION ARMY

450 GEORGE ST
NEW HAVEN,CT06511 		N/A PC General & Unrestricted 500

THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA

475 RIVERSIDE DR STE 1450
NEW YORK,NY10115 		N/A PC General & Unrestricted 500

UNION OF CONCERNED SCIENTISTS INC

2 BRATTLE SQ SUITE 6
CAMBRIDGE,MA02138 		N/A PC General & Unrestricted 250

UNITED STATES ASSOCIATION FOR UNHCR

1310 L ST NW STE 450
WASHINGTON,DC20005 		N/A PC General & Unrestricted 500

UNITED STATES FUND FOR UNICEF

125 MAIDEN LANE 10TH FL
NEW YORK,NY10038 		N/A PC General & Unrestricted 500

WESTCHESTER JEWISH COMMUNITY SERVICES INC

845 N BROADWAY
WHITE PLAINS,NY10603 		N/A PC specific emergency needs of local members of the community fund 3,600

WESTVILLE SYNAGOGUE

74 W PROSPECT ST
NEW HAVEN,CT06515 		N/A PC annual dinner ad book, memorial acknowledgement fund 1,000

WORLD CENTRAL KITCHEN INCORPORATED

200 MASSACHUSETTS AVE NW 7TH FL
WASHINGTON,DC20001 		N/A PC General & Unrestricted 1,700

ZAKA

622 E 8TH ST
BROOKLYN,NY11218 		N/A PC General & Unrestricted 1,800

ZIONIST RABBINIC COALITION INC

10621 S GLEN RD
POTOMAC,MD20854 		N/A PC General & Unrestricted 1,800
Total .................................right arrow 3a 264,728
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 11,597  
4 Dividends and interest from securities ....     14 87,719  
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 15,540  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aK-1 Inc/Loss 		    14 35,905  
bCLASS ACTION LAWSUIT PROCEEDS     01 30  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   150,791  
13Total. Add line 12, columns (b), (d), and (e)..................
13
150,791
(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 Morris & Sylvia Trachten Family
Foundation
Employer identification number

22-2518063
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 Morris & Sylvia Trachten Family
Foundation 		Employer identification number
22-2518063
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
Margo Zeve
807 1/2 N McCadden Place
 
Los Angeles, CA90038

$ 6,000


(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 Morris & Sylvia Trachten Family
Foundation 		Employer identification number

22-2518063
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
 
$    
(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 Morris & Sylvia Trachten Family
Foundation 		Employer identification number

22-2518063
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


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TY 2023 DepreciationSchedule
Name:
The Morris & Sylvia Trachten Family
 
Foundation
EIN:
22-2518063
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2023 InvestmentsCorpStockSchedule
Name:
The Morris & Sylvia Trachten Family
 
Foundation
EIN:
22-2518063
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS 36,646 55,261
ACCENTURE PLC 31,939 65,620
AKAMAI TECH COM STK 32,989 49,115
ALBEMARLE CP 22,269 47,260
ALPHABET INC CL A 13,793 33,526
ALPHABET INC CL C 12,672 39,460
AON PLC CL A 37,687 57,722
APPLE INC 20,013 71,865
ASSURANT INC 33,271 52,479
BANK OF AMERICA CORP 41,173 54,311
BERKLEY W R CP 26,548 51,051
BERKSHIRE HATHAWAY INC. CLASS 42,323 80,249
BROADRIDGE FINANCIAL 33,803 56,971
CACI INTL INC 29,681 46,960
CANADIAN PACIFIC RAILWAY LTD 30,799 57,793
CHARLES SCHWAB CORP 4,087 10,320
CHURCH & DWIGHT 31,507 45,184
CISCO SYSTEMS INC 29,694 41,462
CONSTELLATION BRANDS INC 50,672 52,202
CORNING INC 42,618 54,641
COSTCO WHOLESALE CORPORATION 28,147 68,252
CSG SYST INTL INC. 33,365 35,887
CSX CORP 45,661 67,039
CUMMINS INC 33,378 46,999
CURTISS WRIGHT CP 41,065 78,637
CVS CAREMARK CORP 41,661 50,398
DOLLAR GENERAL CORP 30,246 29,492
EMCOR GROUP INC 30,729 76,875
EPLUS, INC 29,918 69,461
EXPEDITORS INTL WASH INC 32,344 53,611
FORTREA HOLDINGS INC 4,847 6,806
GENERAL MILLS INC 45,291 47,771
GENTEX CORPORATION 37,165 48,470
GLOBE LIFE INC 30,661 42,278
HENRY SCHEIN INC 22,648 31,041
ICF INTERNATIONAL, INC 30,634 56,442
ISHARES MORNINGSTAR MID CAP VA 34,900 56,523
ISHARES RUSSELL MIDCAP G IN FD 38,093 56,414
ISHARES S&P SMALLCAP 600 GROWT 51,014 81,604
ISHARES S&P SMALLCAP 600 VALUE 44,682 79,496
JOHNSON & JOHNSON 37,914 50,109
L3HARRIS TECHNOLOGIES 32,457 35,634
LABCORP HLDGS INC (LABORATORY 27,784 44,648
LANDSTAR SYSTEM 31,045 56,846
MASTERCARD INC 30,178 66,398
MCKESSON CORP 21,844 73,235
MERCK & CO INC 41,941 62,207
MICROSOFT CORP 25,448 84,677
MKS INSTRUMENTS, INC 31,619 41,001
MOODYS CORP 46,161 70,561
NORDSON CP 22,844 36,839
OMNICOM GROUP 32,373 39,504
ORACLE CORP 26,313 56,583
PAYPAL HOLDINGS, INC 8,536 8,966
PEPSICO INC 40,425 52,000
PROCTER GAMBLE CO 42,449 56,512
QUEST DIAGNOSTICS 32,593 49,477
RAYTHEON TECHNOLOGIES CORP 43,225 51,655
ROCKWELL AUTOMATION INC 25,448 39,677
SAIA, INC 28,481 138,038
SNAP ON INC 28,957 62,074
SPDR S&P 500 GROWTH 52,457 86,345
SPDR S&P 500 VALUE 65,499 96,268
STERIS PLC 31,681 49,027
STRYKER CORPORATION 42,758 67,930
SYNAPTICS INC 17,381 67,878
SYNOPSYS, INC 20,810 85,475
TARGET CORPORATION 31,210 47,098
TELEDYNE TECH INC 29,339 49,092
TETRA TECH INC 31,655 67,883
TJX COMPANIES INC 45,928 84,133
UNITED PARCEL SERVICE 31,082 44,088
UNITEDHEALTH GROUP INC 40,225 70,861
VISA INC 32,546 62,544
WAL-MART STORES INC 47,700 58,275
WATERS CORP 33,017 51,031

TY 2023 InvestmentsGovtObligationsSch
Name:
The Morris & Sylvia Trachten Family
 
Foundation
EIN:
22-2518063
US Government Securities - End of Year Book Value:

745,780
US Government Securities - End of Year Fair Market Value:

749,202
State & Local Government Securities - End of Year Book Value:


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


 


TY 2023 InvestmentsOtherSchedule2
Name:
The Morris & Sylvia Trachten Family
 
Foundation
EIN:
22-2518063
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ISRAEL INVESTMENT FUND LP   1,008,037 1,356,177

TY 2023 OtherExpensesSchedule
Name:
The Morris & Sylvia Trachten Family
 
Foundation
EIN:
22-2518063
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 25,585     25,585
K-1 Exp ISRAEL INVESTMENT FUND 21,736 21,736    
Postage/Delivery Service 20     20
State or Local Filing Fees 50     50


TY 2023 OtherIncomeSchedule2
Name:
The Morris & Sylvia Trachten Family
 
Foundation
EIN:
22-2518063
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 Inc/Loss ISRAEL INVESTMENT FUND LP 35,905 35,905  
Class Action Lawsuit Proceeds 30 30  


TY 2023 OtherProfessionalFeesSchedule
Name:
The Morris & Sylvia Trachten Family
 
Foundation
EIN:
22-2518063
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 32,910 32,910    


TY 2023 TaxesSchedule
Name:
The Morris & Sylvia Trachten Family
 
Foundation
EIN:
22-2518063
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Excise Tax for 2022 1      
990-PF Extension for 2022 2,100      
Foreign Tax Paid 103 103