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 BARBRO OSHER PRO SUECIA FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1 MARKET PLAZA STEUART TOWER 1000
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAN FRANCISCO, CA94105
A Employer identification number

94-3241225
B Telephone number (see instructions)

(415) 421-5757
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$1,292,461J 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) 1,500,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 18,267 18,267  
4 Dividends and interest from securities... 25,357 25,316  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -8,088
b Gross sales price for all assets on line 6a 62,076
7 Capital gain net income (from Part IV, line 2)... 0
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
123 123  
12 Total. Add lines 1 through 11........ 1,535,659 43,706  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 92,000 0   92,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 10,045 0   10,045
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
125,813 18,664   107,149
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
543 43   500
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
8,626 0   8,017
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
9,140 0   9,140
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 246,167 18,707   226,851
25 Contributions, gifts, grants paid....... 2,832,850 2,737,850
26 Total expenses and disbursements. Add lines 24 and 25 3,079,017 18,707   2,964,701
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,543,358
b Net investment income (if negative, enter -0-) 24,999
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......... 1,687,166 221,476 221,476
3 Accounts receivable right arrow1,384
Less: allowance for doubtful accounts right arrow     1,384 1,384
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.......... 3,001 6,392 6,392
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 947,071 Click to see attachment
List of Attached Documents:
// Content
1,063,209 		1,063,209
14 Land, buildings, and equipment: basis right arrow799
Less: accumulated depreciation (attach schedule) right arrow799      
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,637,238 1,292,461 1,292,461
Liabilities 17 Accounts payable and accrued expenses.......... 5,007 1,302
18 Grants payable................. 232,000 327,000
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)......... 237,007 328,302
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 2,400,231 964,159
29 Total net assets or fund balances (see instructions)..... 2,400,231 964,159
30 Total liabilities and net assets/fund balances (see instructions). 2,637,238 1,292,461
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
2,400,231
2
Enter amount from Part I, line 27a .....................
2
-1,543,358
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
107,286
4
Add lines 1, 2, and 3 ..........................
4
964,159
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
964,159
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 3175. OSTERWEIS TOTAL RETURN FD   2017-07-26 2023-07-07
b 909. OSTERWEIS TOTAL RETURN FD   2017-07-26 2023-10-24
c 909. OSTERWEIS TOTAL RETURN FD   2017-07-26 2023-10-31
d 909. OSTERWEIS TOTAL RETURN FD   2017-07-26 2023-11-07
e 910.039 OSTERWEIS TOTAL RETURN FD   2017-07-26 2023-11-14
(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 29,718   32,703 -2,985
b 8,123   9,363 -1,240
c 8,068   9,363 -1,295
d 8,075   9,363 -1,288
e 8,092   9,372 -1,280
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       -2,985
b       -1,240
c       -1,295
d       -1,288
e       -1,280
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 -8,088
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) 1 347
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........................... 3 347
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- ..... 5 347
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,114
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,114
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 1,767
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,767 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 arrowCA
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 arrowNONE
14
The books are in care ofright arrowTHE FOUNDATION Telephone no.right arrow (415) 421-5757

Located atright arrowONE MARKET PLAZA STEUART TOWERSUITE 1000SAN FRANCISCOCA ZIP+4right arrow94105
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)
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
 
No
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
BARBRO OSHER PRESIDENT AND CEO
5.00 		0 0 0
ONE MARKET PLAZA STEUART TOWER
SUITE 1000
SAN FRANCISCO,CA94105
BERNARD OSHER TREASURER
3.00 		0 0 0
ONE MARKET PLAZA STEUART TOWER
SUITE 1000
SAN FRANCISCO,CA94105
VESNA LJUNGGREN SECRETARY
40.00 		92,000 9,200 0
ONE MARKET PLAZA STEUART TOWER
SUITE 1000
SAN FRANCISCO,CA94105
KRIS MARNEY CFO
5.00 		0 0 0
ONE MARKET PLAZA STEUART TOWER
SUITE 1000
SAN FRANCISCO,CA94105
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
BPM LLP ACCOUNTING AND TAX SERVICES 104,813
1 CALIFORNIA ST STE 2500
SAN FRANCISCO,CA941115426
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
1,001,622
b
Average of monthly cash balances.......................
1b
1,006,617
c
Fair market value of all other assets (see instructions)................
1c
7,001
d
Total (add lines 1a, b, and c).........................
1d
2,015,240
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
2,015,240
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
30,229
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,985,011
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
99,251
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
99,251
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
347
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
347
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
98,904
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
98,904
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
98,904
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
2,964,701
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
2,964,701
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 98,904
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...... 2,235,099
b From 2019...... 2,124,161
c From 2020...... 3,279,872
d From 2021...... 2,844,852
e From 2022...... 2,409,440
f Total of lines 3a through e ........ 12,893,424
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 2,964,701
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..... 98,904
e Remaining amount distributed out of corpus 2,865,797
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 15,759,221
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) ... 		2,235,099
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		13,524,122
10 Analysis of line 9:
a Excess from 2019.... 2,124,161
b Excess from 2020.... 3,279,872
c Excess from 2021.... 2,844,852
d Excess from 2022.... 2,409,440
e Excess from 2023.... 2,865,797
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).)
BARBRO OSHER
BERNARD OSHER
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
VESNA LJUNGGREN
ONE MARKET PLAZA STEUART TOWER
SUITE 1000
SAN FRANCISCO,CA94105
(415) 677-5886
N/A
bThe form in which applications should be submitted and information and materials they should include:
THERE IS NO REQUIRED FORMAT, HOWEVER, THE APPLICANT MUST SHOW FINANCIAL NEED AND SUBSTANTIATE THAT THEY ARE A QUALIFIED NON-PROFIT ORGANIZATION.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NO RESTRICTIONS, HOWEVER, THE FOUNDATION'S INTENT IS TO PROVIDE SUPPORT TO NON-PROFIT ORGANIZATIONS THAT ADVANCE THE UNDERSTANDING OF SWEDISH CULTURE AND TRADITION.
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

CALIFORNIA LUTHERAN UNIVERSITY

1227 TIERRA DRIVE
THOUSAND OAKS,CA913622251 		NONE PC NORDIC SPIRIT SYMPOSIUM 2023 9,000

CHARLOTTE WEIBULLS VANFORENING

YNGLINGAGATAN 5S MALMO SKANE LAN
217 74
SW 		NONE NC DIGITIZATION OF CHARLOTTE WEIBULLS COLLECTION 11,500

ZORNSAMLINGARNA

BOX 32 MORA DALARNA LAN SE-792 21
SW 		NONE NC BUILDING TO PROTECT SWEDENS OLDEST TIMBER HOUSE 25,000

NK-VILLANS VANNE

3 BEHMBROGATAN NYKOPING SODERMANLAN
S LAN 611 34
SW 		NONE NC PROGRAMMING 2023 10,000

AMERICAN SCANDINAVIAN FOUNDATION

58 PARK AVENUE
NEW YORK,NY10016 		NONE PC MUSIC ON PARK AVENUE 10,000

MEMORY WAX

17 FALSTERBOGATAN MALMO SKANE LAN
214 36
SW 		NONE NC PLAYGROUND PROJECT 2023 10,000

ST OLAVS CHURCHNORWEGIAN SEAMAN'S CHURCH

PO BOX 1621
SAN PEDRO,CA907311621 		NONE PC OUTREACH PROGRAM 2022 7,500

TEMPO DOCUMENTARY FESTIVAL

BOX 17099 STOCKHOLM STOCKHOLM LAN
SE-104 62
SW 		NONE NC 2023 STEFAN JARL INTERNATIONAL DOCUMENTARY AWARD 12,000

LITTFEST

48 KUNGSGATAN UMEA VASTERBOTTENS
LAN   903 26
SW 		NONE NC LITTFEST 2023 FESTIVAL 12,000

LINDSBORG OLD MILL & SWEDISH HERITAGE MUSEUM

120 EAST MILL STREET
LINDSBORG,KS67456 		NONE PC FOR SUPPORT OF THE RENOVATION OF THE 1904 WORLD'S FAIR SWEDISH PAVILION 20,000

CONCORDIA LANGUAGE VILLAGES

901 8TH STREET SOUTH
MOORHEAD,MN56562 		NONE PC CAPITAL PROJECT: MATSALEN AT SJOLUNDEN 20,000

ST OLAVS CHURCHNORWEGIAN SEAMAN'S CHURCH

PO BOX 1621
SAN PEDRO,CA907311621 		NONE PC FOR SUPPORT OF YOUR 2023 SOCIAL SERVICES OUTREACH PROGRAM 7,500

AMERICAN SCANDINAVIAN FOUNDATION

58 PARK AVENUE
NEW YORK,NY10016 		NONE PC 2023 GENERAL SUPPORT 100,000

NORTHWEST EDVARD GRIEG SOCIETY

2503 157TH AVE SE
BELLEVUE,WA98008 		NONE PC FOR SUPPORT OF THE 2023 NORDIC CHAMBER MUSIC SEASON. 3,000

SORMLAND MUSEUM

TOLAGSGATAN 8 NYKOPING SODERMANLAND
LAN 611 31
SW 		NONE NC FOR SUPPORT OF THE 2023 PUBLICATION AND EXHIBITION: NK'S FURNITURE THE CRAFTSMANSHIP, THE DESIGN, THE WORKSHOPS, AND THE DEPARTMENT STORE 5,000

LANSTEATERN PA GOTLAND

ATT LIV OLANDERS BREDGATAN 10 VISBY
GOTLANDS LAN 621 57
SW 		NONE NC FOR SUPPORT OF 2023 THEATER PRODUCTION "ON THE WESTERN FRONT" 5,000

FRILUFTSFRAMJANDET VADSTENA LOKALAVDELNING

KUMLA SKOLA 1 VADERSTAD OSTERGOTLAN
S LAN 596 95
SW 		NONE NC FOR SUPPORT OF A NEW SKI-LIFT AT OMBERGSLIDEN SKI-RESORT 45,000

MODERNA MUSEET

BOX 16382 STOCKHOLM SE-103 27
SW 		NONE NC FOR SUPPORT OF THE 2023-2024 LOTTE LASERSTEIN EXHIBITION AT MODERNA MUSEET IN MALMO AND STOCKHOLM 50,000

VOENA CHILDREN'S CHOIR

PO BOX 1893
BENICIA,CA94510 		NONE PC FOR SUPPORT OF THE VOENA 2023 SWEDISH MUSIC AND CULTURE PROGRAMMING. 4,000

KOSTENS VANNER

31 BASTUGATAN STOCKHOLM STOCKHOLMS
LAN 118 25
SW 		NONE NC FOR SUPPORT FOR POST-PRODUCTION OF A FULL-LENGTH SOLO GUITAR ALBUM 5,000

CARNEGIE HALL CORPORATION

881 7TH AVENUE
NEW YORK,NY100193210 		NONE PC FOR SUPPORT OF CONCERTS SHOWCASING SWEDISH ARTISTS AT CARNEGIE HALL IN THE 2022-2023 SEASON 15,000

STIFTELSEN DROTTNINGHOLMS SLOTTSTEATER

BOX 6 DROTTNINGHOLM DROTTNINGHOLM
SE-178 02
SW 		NONE NC SUPPORT FOR DROTTNINGHOLM COURT THEATER'S CELEBRATION OF HM CARL GUSTAF 50 YEARS ON THE THRONE AND HM QUEEN SILVIA'S 80TH BIRTHDAY 25,000

HELSINGBORGS PASTORAT

BOX 1453 HELSINGBORG 251 14
SW 		NONE NC FOR SUPPORT OF THE PROFUNDO CONCERTS 2023 5,000

KULTERFORENINGEN I REN KULTUR

16 SANKT SIGFRIDSGATAN GOTEBORG
VASTRA GOTALANDS LAN 412 66
SW 		NONE NC FOR SUPPORT OF 2023 LITEN KULTURVECKA I SVARTA FARET 5,000

MALMO KONSTMUSEUM

BOX 406 MALMO MALMO SE-201 24
SW 		NONE NC FOR SUPPORT OF THE 2023 PERFORMATIVE EXHIBITION "A SPACE WHERE YOUR VOICES CAN LIVE" 8,000

STIFTELSEN SVENSKA INSTITUTET I ATHEN

8 SKEPPARGATAN STOCKHOLM STOCKHOLMS
LAN 114 53
SW 		NONE NC FOR SUPPORT OF THE 2023 SCHOLARSHIPS 10,000

RAOUL WALLENBERG ACADEMY

GREV TUREGATAN 44 STOCKHOLM
STOCKHOLMS LAN 114 38
SW 		NONE NC FOR SUPPORT OF THE RAOUL WALLENBERG ACADEMY 2023 "CUBE PROGRAM" 20,000

NATIONAL NORDIC MUSEUM

2655 NORTHWEST MARKET STREET
SEATTLE,WA98107 		NONE PC FOR SUPPORT OF THE NORDIC MUSEUM'S SWEDISH PROGRAMS AND EXHIBITIONS IN 2023 30,000

BERGMAN CENTER FOUNDATION

1118 FARO SVENS FARO GOTLANDS LAN
SE-624 66
SW 		NONE NC SUPPORT OF BERGMAN WEEK 2023 35,000

AMERICAN SWEDISH HISTORICAL MUSEUM

1900 PATTISON AVENUE
PHILADELPHIA,PA19145 		NONE PC FOR SUPPORT OF 2023 EXHIBITIONS, PROGRAMMING, AND OPERATIONS 40,000

VADSTENA-AKADEMIEN

SURBRUNNSGATAN 64 STOCKHOLM
STOCKHOLMS LAN SE-113 27
SW 		NONE NC FOR SUPPORT OF SCHOLARSHIPS FOR SINGERS AND MUSICIANS IN ANDEFABRIKEN AT VADSTENA-AKADEMIEN 2023. 45,000

TEATER QUILT

SOCKERBRUKSGRAND STOCKHOLM
STOCKHOLMS LAN 118 42
SW 		NONE NC FOR SUPPORT OF THE 2023 MUSICAL PRODUCTION NORRTULLSLIGAN 3,500

AXIS INC

1660 VIRGINIA ROAD
LOS ANGELES,CA90019 		NONE PC FOR SUPPORT WITH TRANSPORTATION AND HOTEL NIGHTS IN CONNECTION WITH THE 2023 TOMAS JANZON TRIO TOUR IN SWEDEN 4,000

STIFTELSEN KIVIK ART CENTRE

11 FRIDHEMSVAGEN SIMRISHAMN SKANE
LAN 272 95
SW 		NONE NC FOR SUPPORT OF THE SCULPTURE "THE EARTH DOME" BY ARTIST ARIJANA KAJFES 5,000

RIKSORGANISATIONEN FOLKETS HUS OCH PARKER

1 SWEDENBORGSGATAN STOCKHOLM
STOCKHOLMS LAN 104 62
SW 		NONE NC FOR SUPPORT OF THE 2023 JENNY LIND TOUR 7,000

SWISS INSTITUTE

38 SAINT MARKS PLACE
NEW YORK,NY10003 		NONE PC FOR SUPPORT OF THE 2023 LAP-SEE LAM EXHIBITION AT THE SWISS INSTITUTE IN NEW YORK 10,000

ERIK WESTBERG VOCAL ENSEMBLE

BOX 744 PITEA NORRBOTTENS LAN 941
28
SW 		NONE NC FOR SUPPORT OF 2023 RECORDING, CONCERTS, AND TOUR 10,000

NEW YORK SCANDIA SYMPHONY

ONE MARKET PLAZA SPEAR TOWER STE
4025
SAN FRANCISCO,CA94105 		NONE PC FOR SUPPORT OF THE 2023 CONCERT SERIES AND SCANDINAVIAN MUSIC FESTIVAL 12,000

KAMMARMUSIKFORBUNDET

2 GRANASGATAN HISINGS BACKA VASTRA
GOTALANDS LAN 422 44
SW 		NONE NC FOR SUPPORT FOR UNG & LOVANDE - CHAMBER MUSIC BIENNIAL AND COMPETITION 2023 14,000

STIFTELSEN TENSTA KONSTHALL

BOX 4001 SPANGA STOCKHOLMS LAN 163
64
SW 		NONE NC FOR SUPPORT OF THE 2023 EXHIBITION PROJECT "THE URBAN KARWAN" AT TENSTA KONSTHALL 15,000

STIFTELSEN ORIONTEATERN

77 KATARINA BANGATA STOCKHOLM
STOCKHOLMS LAN 116 42
SW 		NONE NC FOR SUPPORT OF THE YOUNG UKRAINIAN PLAYWRIGHTS AT ORIONTEATERN 2023 15,000

TATE AMERICAS FOUNDATION

520 WEST 27TH STREET
NEW YORK,NY10001 		NONE PC FOR SUPPORT OF THE 2023 HILMA AF KLINT EXHIBITION AT THE TATE MODERN IN LONDON 15,000

STHLMSMUSIKTEATER ENSEMBLE

5 TEGELBRUKSVAGEN HAGERSTEN
STOCKHOLMS LAN 126 32
SW 		NONE NC FOR SUPPORT OF THE 2023 PRODUCTION "BANG! BOOM! CRASH!" 15,000

THE AMERICAN FRIENDS OF THE NATIONALMUSEUM OF SWEDEN

770 PARK AVENUE APT 1B
NEW YORK,NY10021 		NONE PC FOR SUPPORT OF THE 2023 EXHIBITION "BEAUTY AND COURAGE: MODERN AND CONTEMPORARY AMERICAN CRAFTS" 25,000

STIFTELSEN DROTTNINGHOLMS SLOTTSTEATER

BOX 6 DROTTNINGHOLM DROTTNINGHOLM
SE-178 02
SW 		NONE NC FOR SUPPORT OF DROTTNINGHOLM COURT THEATER'S ORCHESTRA PERFORMANCE AND CONCERT SEASON 2023 80,000

STIFTELSEN KULTURCENTRUM LJUSNARSBERG

BOX 17 KOPPARBERG KOPPARBERG 714 21
SW 		NONE NC SUPPORT OF THE 2023 SEASON AT OPERA PAY SKAORET 100,000

THE FOUNDATION FOR THE FUTURE OF LITERATURE & LITERACY

1563 SOLANO AVENUE STE 635
BERKELEY,CA947072116 		NONE PC FOR SUPPORT TO INCLUDE SWEDISH AUTHOR JENS LILJESTRAND IN THE 2023 BAY AREA BOOK FESTIVAL 3,500

LEUFSTABRUKS KAMMARSOLISTER

55 STORA GATAN LOVSTABRUK UPPSALA
LAN 819 66
SW 		NONE NC 2023 LOVSTABRUK CHAMBER MUSIC FESTIVAL 5,000

TEATER VARVIND

MAGASINSGATAN 13 SALA SALA 733 30
SW 		NONE NC FOR SUPPORT OF THE 2023 PRODUCTION "BLAND KNAPPKANGOR OCH SHITSTOVLAR" 8,000

SKANSKA OPERANS VANNER

BOX 10 AKARP 232 02
SW 		NONE NC FOR SUPPORT OF THE 2023 PRODUCTION "TOSCA" 10,000

ILDANCE

JARNTORGET 7 GOTEBORG 41304
SW 		NONE NC FOR SUPPORT OF THE 2023 ILYOUNG PROJECT 10,000

PIANO VISIONS

KORSHOLMVAGEN 27 SALTJOBADEN SE-133
37
SW 		NONE NC FOR SUPPORT OF PIANO VISIONS 2023 CONCERTS AND MASTERCLASSES 12,000

STIFTELSEN FESTSPELEN I PITEA

ADRIAN WENNSTROMSVAG 13 PITEA
NORRBOTTENS LAN 941 63
SW 		NONE NC FOR SUPPORT OF 2023 FESTSPELEN IN PITEA 12,000

CARL ELDHS ATELJMUSEUM

10 LOGEBODAVAGEN STOCKHOLM
STOCKHOLMS LAN SE-113 47
SW 		NONE NC FOR SUPPORT OF THE CARL ELDH STUDIO MUSEUM AND ITS TEMPORARY EXHIBITION 2023 17,000

VANFORENINGEN SHAKESPEAREFABRIKEN

VAVERSUNDA POSTGARD 112 C/O ANDERS
HEDEBORG BORGHAMN BORGHAMN 592 93
SW 		NONE NC FOR SUPPORT OF HIRING AN EXTERNAL DIRECTOR AND CHOREOGRAPHER FOR THE 2023 PRODUCTION 18,000

ROMATEATERN

11 HELGALUNDEN STOCKHOLM STOCKHOLMS
LAN 118 58
SW 		NONE NC FOR SUPPORT OF THE 2023 PRODUCTIONS "AS YOU LIKE IT AND "HOW SHAKESPEARE FOUND HIS STORIES" 20,000

TEATER PLAYHOUSE

71A DROTTNINGGATAN STOCKHOLM
STOCKHOLMS LAN 111 36
SW 		NONE NC FOR SUPPORT OF 2023 PLAY "CAMP SIEGFRIED" 20,000

KAMMARMUSIKENS VANNER

27 SKEPPARGATAN STOCKHOLM STOCKHOLM
LAN 114 52
SW 		NONE NC FOR SUPPORT OF 2023 CONCERTS AND FESTIVALS 20,000

BETHANY COLLEGE

335 EAST SWENSSON STREET
LINDSBORG,KS67456 		NONE PC FOR SUPPORT OF THE 2023 BETHANY COLLEGE SCHOLARSHIP FUND 25,000

THE WANAS FOUNDATION

BOX 67 KNISLINGE SKANE LAN 289 21
SW 		NONE NC FOR SUPPORT OF 2023 WANAS NEW LEARNING INITIATIVE 30,000

THE AMERICAN SWEDISH INSTITUTE

2600 PARK AVENUE
MINNEAPOLIS,MN55407 		NONE PC FOR SUPPORT IN RENOVATING THE ASI CARRIAGE HOUSE 100,000

SVEN OCH ANN MARGRET LJUNGBERGS STIFTELSE

LJUNGBERGMUSEET PONTUS LJUNGBERG
STRANDGATAN 5 LJUNGBY LJUNGBY 341 3
SW 		NONE NC GENERAL SUPPORT 2023 15,000

FRAMELINE

145 NINTH STREET 300
SAN FRANCISCO,CA94103 		NONE PC FOR SUPPORT OF PRESENTATION OF SWEDISH FILMS AT FRAMELINE 47 FILM FESTIVAL 2023 3,800

FORENINGEN INGMARSSPELEN

4 BORGBYGATAN NAS DALARNAS LAN 789
93
SW 		NONE NC FOR SUPPORT OF PRODUCTION AND PRINTING OF THE BOOK JERUSALEMFARARNA FRAN NAS 4,800

LUNDS STUDENTSANGFORENING

4 MAGLE STORA KYRKOGATA LUND SKANE
LAN 223 50
SW 		NONE NC FOR SUPPORT OF THE LUND MALE CHORUS TOUR TO BOGOTA, COLOMBIA IN AUGUST 2023 5,000

DAG HAMMARSKJOLD FUND FOR JOURNALISTS

132 EAST 43RD STREET NO 457
NEW YORK,NY10017 		NONE PC FOR SUPPORT OF THE 2023 FOR DAG HAMMARSKJOLD FELLOWSHIP PROGRAM 6,000

KULTURFORENINGEN OREGRUND MUSIKFESTIVAL

12 FREJAVAGEN LIDINGO STOCKHOLMS
LAN 181 32
SW 		NONE NC FOR SUPPORT OF 2023 MUSIC FESTIVAL OREGRUND MUSIKFESTIVAL - I ROSLAGENS FAMN. 7,000

STIFTELSEN LINNES RASHULT

BOX 500 ALMHULT 343 23
SW 		NONE NC FOR SUPPORT OF THE 2023 PROJECTS AT LINN ES RASHULT 7,000

SITESPECIFIC FESTIVAL

11 MARBACKAGATAN HUS H FARSTA
STOCKHOLMS LAN 123 43
SW 		NONE NC FOR SUPPORT OF SITE SPECIFIC FESTIVAL 2023 10,000

IDEELLA KULTURFORENINGEN CIRKUSTALTET

PRASTGATAN 26 NORA 713 31
SW 		NONE NC FOR SUPPORT OF THE 2023 SEASON AT STADRA THEATER 10,000

STIFTELSEN MIDNATTSSOLENS TRADGARD

VARVSVAGEN 5 LINDOME VASTRA
GOTALANDS LAN 437 35
SW 		NONE NC FOR SUPPORT OF A BOTANICAL GARDEN IN JOKKMOKK 10,000

VOKALHARMONIN

41A BRANNKYRKAGATAN STOCKHOLM
STOCKHOLMS LAN 118 22
SW 		NONE NC FOR SUPPORT OF THE 2023 TOUR TO JAPAN 10,000

JEWISH FILM INSTITUTE

145 9TH STREET
SAN FRANCISCO,CA94103 		NONE PC FOR SUPPORT OF THE 2023 SF JEWISH FILM FESTIVAL SCREENING OF DOCUMENTARY NELLY & NADINE BY THE SWEDISH DIRECTOR MAGNUS GERTTEN 12,000

UNIQUE PROJECTS INC

40 BROAD STREET SUITE 602
NEW YORK,NY10004 		NONE PC FOR SUPPORT OF THE PROJECT "ON THE NATURE OF RABBITS" 15,000

STIFTELSEN VATTNAS KONSERTLADA

34 VATTNAS BYVAG MORA DALARNAS LAN
792 97
SW 		NONE NC FOR SUPPORT OF THE 2023 SUMMER MUSIC FESTIVAL 15,000

FORENINGEN SVENSKAR I VARLDEN

BOX 5501 STOCKHOLM STOCKHOLMS LAN
114 85
SW 		NONE NC FOR GENERAL SUPPORT OF SVIV 2023 20,000

STOCKHOLM EARLY MUSIC FESTIVAL

62 GOTGATAN 6 TR STOCKHOLM
STOCKHOLMS LAN 118 26
SW 		NONE NC FOR SUPPORT OF THE 2023 STOCKHOLM EARLY MUSIC FESTIVAL 20,000

STIFTELSEN OMODERNT

2 TALJOVAGEN AKERSBERGA STOCKHOLMS
LAN 184 92
SW 		NONE NC SUPPORT FOR O/MODERNT 2023 PROJECTS 25,000

CHURCH OF SWEDEN SAN FRANCISCO

2454 HYDE STREET
SAN FRANCISCO,CA94109 		NONE PC FOR 2023 GENERAL SUPPORT OF THE CHURCH OF SWEDEN IN SAN FRANCISCO 30,000

SWEDISH AMERICAN MUSEUM

5211 NORTH CLARK STREET
CHICAGO,IL60640 		NONE PC 2023 SUPPORT FOR SWEDISH AMERICAN MUSEUM 40,000

THE AMERICAN SWEDISH INSTITUTE

2600 PARK AVENUE
MINNEAPOLIS,MN55407 		NONE PC FOR SUPPORT OF THE 2023 EXHIBITIONS IN OSHER GALLERY 40,000

MILLESGARDEN

2 CARL MILLES VAG LIDINGO STOCKHOLM
LAN SE-181 34
SW 		NONE NC 2023 SUPPORT OF MILLESGARDEN 100,000

ROMEO & JULIA KOREN

BOX 5037 STOCKHOLM STOCKHOLMS LAN
SE-102 41
SW 		NONE NC SUPPORT FOR ROMEO & JULIA KOREN'S 2023 PRODUCTIONS AND PERFORMANCES 50,000

JUSSI BJORLINGSALLSKAPET

HOVRA GRA LANDSVAGEN 5 KORSKROGEN
KORSKROGEN 820 42
SW 		NONE NC FOR SUPPORT OF 2023 JUSSI BJORLING CONCERTS 6,000

FREDRIKA BREMER FORBUNDETS STIPENDIESTIFTELSE

33 OSTERMALMSGATAN STOCKHOLM
STOCKHOLMS LAN 114 26
SW 		NONE NC FOR SUPPORT OF THE 2023 EVENT AND SEMINAR DAY 8,000

CITY PARKS FOUNDATION

830 5TH AVENUE
NEW YORK,NY10065 		NONE PC FOR SUPPORT OF THE SWEDISH COTTAGE MARIONETTE THEATRE IN 2023 10,000

SVENSKT OVERSATTARLEXIKON

6 HERR GOSTAS VAG ALVSJO STOCKHOLMS
LAN 125 30
SW 		NONE NC FOR SUPPORT OF THE SWEDISH TRANSLATOR'S DICTIONARY 11,000

PORTLAND STATE UNIVERSITY FOUNDATION

PO BOX 243
PORTLAND,OR972070243 		NONE PC FOR SUPPORT OF THE 2023-24 SWEDISH LANGUAGE PROGRAMS AT PORTLAND STATE UNIVERSITY 12,000

UNIVERSITY OF ILLINOIS AT URBANA-CHAMPAIGN

DEPARTMENT OF GERMANIC LANGUAGES
AND LITERATURES 2090 FOREIGN LANGUA
URBANA,IL618013675 		NONE PC FOR SUPPORT OF THE SWEDISH LECTURER'S SALARY FOR 2023-24 SWEDISH LANGUAGE PROGRAM AT THE UNIVERSITY OF ILLINOIS AT URBANA-CHAMPAIGN 12,000

GOTLANDS KULTURFORENING PETRUS DE DACIA

KYRKVAGEN 2E LARBRO GOTLANDS LAN
624 52
SW 		NONE NC FOR SUPPORT OF THE GOTLAND CHAMBER MUSIC FESTIVAL 2023 13,000

FORENINGEN ALMA

34 VARGARDAVAGEN ALVSJO STOCKHOLMS
LAN 125 51
SW 		NONE NC FOR SUPPORT OF THE 2023 GRANSLANDET FESTIVAL 14,000

POTATO POTATO

16 BOKGATAN MALMO SKANE LAN 214 34
SW 		NONE NC FOR SUPPORT OF KONTRAR - A NEW STAGE FOR SWEDISH AND INTERNATIONAL CONTEMPORARY THEATRE 17,000

KRONOS PERFORMING ARTS ASSOCIATION

1242 9TH AVENUE
SAN FRANCISCO,CA94122 		NONE PC FOR SUPPORT OF THE 2023 KRONOS FESTIVAL 20,000

STIFTELSEN KA ALMGRENS SIDENVAVERI & MUSEUM

15A REPSLAGARGATAN STOCKHOLM
STOCKHOLMS LAN 118 46
SW 		NONE NC FOR SUPPORT OF THE APPRENTICESHIP PROGRAM AT K.A ALMGRENS SIDENVAVERI 20,000

FORENINGEN FOR JUDISK KULTUR I SVERIGE

JAKOBSGATAN 27C STOCKHOLM STOCKHOLM
LAN 115 52
SW 		NONE NC FOR SUPPORT OF THE 2023 JUDISK KULTUR EVENTS AT THE BOOK FAIR IN GOTHENBURG 25,000

INTERNATIONAL ACADEMY OF FINE ART DBA FLORENCE ACADEMY OF ART

2641 JOHN F KENNEDY BOULEVARD
JERSEY CITY,NJ07306 		NONE PC FOR SUPPORT OF THE NEW ETCHING PROGRAM AT THE FLORENCE ACADEMY OF ART 30,000

FRACTURED ATLAS

248 WEST 35TH STREET 10TH FLOOR
NEW YORK,NY10001 		NONE PC FOR SUPPORT OF "TILLIE THE TERRIBLE SWEDE" BY CINNA VESTERBERG ROSA. 1,500

VOCAL MASTERCLASS STOCKHOLM

51 BRINKVAGEN TABY STOCKHOLMS LAN
187 34
SW 		NONE NC FOR SUPPORT OF THE 2023 MASTERCLASSES SERIES 7,000

STIFTELSEN HILDASHOLM

BOX 64 LEKSAND LEKSAND SE-793 22
SW 		NONE NC FOR SUPPORT OF THE 2023 MUSIC EVENTS AND EXHIBITION AT MUNTHES HILDASHOLM 8,000

STIFTELSEN QUEEN CHRISTINA

67 STRANDVAGEN STOCKHOLM STOCKHOLMS
LAN 115 23
SW 		NONE NC FOR SUPPORT OF STIFTELSEN QUEEN CHRISTINA'S CONCERTS IN 2023 9,000

LITTERATURFESTIVALEN PA MARBACKA

2B BENGT EKEHJELMSGATAN STOCKHOLM
STOCKHOLMS LAN 118 54
SW 		NONE NC FOR SUPPORT OF LITTERATURFESTIVALEN AT MARBACKA 2023 9,000

MINOPERA

5 VASTRA KALLANGSVAGEN NORRAHAMMAR
JONKOPINGS LAN 562 32
SW 		NONE NC FOR SUPPORT OF THE 2023 PRODUCTION WIENERBLOD 10,000

NATIONAL FILM PRESERVE LTD DBA TELLURIDE FILM FESTIVAL

800 JONES STREET
BERKELEY,CA94710 		NONE PC FOR SUPPORT OF THE FINNISH AVANT-GARDE ENSEMBLE "CLEANING WOMEN" AT THE 2023 TELLURIDE FILM FESTIVAL 11,000

BASTADS KAMMARMUSIKFORENING

BOX 1014 BASTAD BASTAD SE-269 21
SW 		NONE NC FOR SUPPORT OF THE 2023 BASTAD CHAMBER MUSIC FESTIVAL 15,000

ALMA LOV MUSEUM OF UNEXP ART

33 AS SUNNE VARMLANDS LAN 686 93
SW 		NONE NC FOR SUPPORT OF THE 2023 ART PROJECT "PRESENT NATURE" 15,000

ULRIKSDALS SLOTTSTEATER CONFIDENCEN

3 SLOTTSALLN SOLNA STOCKHOLMS LAN
170 79
SW 		NONE NC FOR SUPPORT OF THE 2023 CONCERT SEASON AT CONFIDENCEN 60,000

SAMI CULTURAL CENTER OF NORTH AMERICA

4915 EAST SUPERIOR STREET STE 205
DULUTH,MN55804 		NONE PC FOR SUPPORT OF SAMI BAIKI AND THE SAMI CULTURAL CENTER OF NORTH AMERICA FOR 2023-24 17,000

KUNGLIGA DRAMATISKA TEATERN

BOX 5037 STOCKHOLM STOCKHOLMS LAN
SE-102 41
SW 		NONE NC FOR SUPPORT OF THE 2023 INGMAR BERGMAN INTERNATIONAL THEATRE FESTIVAL AT THE ROYAL DRAMATIC THEATRE (DRAMATEN) 25,000

AVANT

21 HOGSBYVAGEN RANSATER VARMLANDS
LAN 684 93
SW 		NONE NC FOR SUPPORT TO COVER TRAVEL COSTS FOR ANTHONY MCCALL TO ATTEND THE AVANT FILM EVENT IN SEPTEMBER 2023 1,750

BATALJ SCENKONST

27 TORSTEN ALMS GATA HAGERSTEN
STOCKHOLMS LAN 126 51
SW 		NONE NC FOR SUPPORT OF THE 2023 PLAY "WE ARE WARRIORS" 6,000

FORENINGEN DANS

2 KAPLANSBACKEN STOCKHOLM STOCKHOLM
LAN 112 24
SW 		NONE NC FOR SUPPORT OF THE PERFORMANCE DUST 8,000

KUNGL MUSIKALISKA AKADEMIEN

8 BLASIEHOLMSTORG STOCKHOLM
STOCKHOLMS LAN 111 48
SW 		NONE NC FOR SUPPORT OF THE SEMINAR AND GALA CONCERT ROYAL MUSIC COLLECTIONS IN OCTOBER 2023 10,000

SVERIGES ALLMANNA KONSTFORENING

BOX 5343 STOCKHOLM STOCKHOLMS LAN
102 47
SW 		NONE NC FOR SUPPORT OF THE 2023 SAK YEARBOOK WITH JENNY KALLMAN 15,000

DE SVENSKA HISTORIEDAGARNA

PO BOX 5243 STOCKHOLM STOCKHOLM
SE-102 45
SW 		NONE NC FOR SUPPORT OF THE 2023 "SWEDISH HISTORY DAYS" IN LUND, SWEDEN 9,000

MAN MUST SING

BOX 7162 GOTEBORG VASTRA GOTALAND
LAN 402 33
SW 		NONE NC FOR SUPPORT OF THE 2024 PRODUCTION "SYSTEMET" 9,000

KALMAR KONSTFORENING

PUKEBERGARNAS VAG 24 NYBRO KALMAR
LAN 382 34
SW 		NONE NC FOR SUPPORT OF THE DESINGARKIVET PROJECT 19,000

THE CEDAR CULTURAL CENTER

416 CEDAR AVENUE S
MINNEAPOLIS,MN55454 		NONE PC FOR THE 2023 VASEN CONCERT 5,000

UNIVERSITY OF GEORGIA FOUNDATION

324 OLD COLLEGE
ATHENS,GA30602 		NONE PC FOR SUPPORT OF THE PROJECT "WOMEN'S TRANSNATIONAL FILM CULTURES IN SWEDEN AND CANADA" 10,000

UNIVERSITY OF WISCONSIN - MADISON

UNIVERSITY OF WISCONSIN - MADISON
1101 UNIVERSITY AVENUE
MADISON,WI53706 		NONE PC LEARNING FLOOR PROGRAM COORDINATOR IN NORDIC 2023-24 6,500

DEN ANDRA OPERAN

37 NORRHOLMSGRAND SKARHOLMEN
STOCKHOLMS LAN 127 41
SW 		NONE NC FOR SUPPORT OF YOUR 2023 OPERA "THE LAST SORCERER" 9,000

MOUNT TAMALPAIS COLLEGE

ATTN DANIELLE SHOCRON 2165
FRANCISCO BOULEVARD EAST
SAN RAFAEL,CA94901 		NONE PC FOR 2023 GENERAL OPERATING SUPPORT OF THE MOUNT TAMALPAIS COLLEGE 15,000

ALHANKO ACADEMY OF BALLET

23 JUNGFRUGATAN STOCKHOLM STOCKHOLM
LAN 114 44
SW 		NONE NC FOR SUPPORT OF THE ALHANKO ACADEMY OF BALLET 2023/24 SCHOOL YEAR 17,000

STIFTELSEN NOBEL CENTER

PO BOX 2245 STOCKHOLM SE-103 26
SW 		NONE NC FOR SUPPORT OF THE NOBEL WEEK LIGHTS 2023 25,000

CALIFORNIA FILM INSTITUTE

1001 LOOTENS PLACE SUITE 220
SAN RAFAEL,CA94901 		NONE PC SUPPORT OF SWEDISH PROGRAMMING AT THE 46TH MILL VALLEY FILM FESTIVAL 2023 11,000

STIFTELSEN FOLKOPERAN

72 HORNSGATAN STOCKHOLM STOCKHOLMS
LAN 118 21
SW 		NONE NC FOR SUPPORT OF FOLKOPERAN'S 2024 TALENT PROGRAM 12,000

JUDISK KRONIKA

BOX 5053 STOCKHOLM STOCKHOLMS LAN
102 42
SW 		NONE NC FOR GENERAL SUPPORT OF JUDISK KRONIKA IN 2023 15,000

SACRED AND PROFANE CHAMBER CHORUS

1199 CORNELL AVENUE
BERKELEY,CA94706 		NONE PC SUPPORT OF SACRED & PROFANE'S 2023-2024 SWEDISH PROGRAMMING 17,000

STIFTELSEN NORDISKA MUSEET

BOX 27820 STOCKHOLM STOCKHOLMS LAN
115 93
SW 		NONE NC FOR SUPPORT TO DISPLAY PAINTINGS BY AUGUST STRINDBERG AND FRESCO SKETCHES BY CARL LARSON IN THE NEW PERMANENT EXHIBITION, NORDBOR 75,000

STIFTELSEN VANDALORUM

2 SKULPTURVAGEN VARNAMO JONKOPINGS
LAN 331 44
SW 		NONE NC FOR SUPPORT OF PERMANENT ARTWORK BY NINA CANELL 10,000

TEXTILHISTORISKA SALLSKAPET

3 SKARABORGSVAGEN BORAS VASTRA
GOTALANDS LAN 501 80
SW 		NONE NC FOR SUPPORT OF THE 2023/24 EXHIBITION "FASHION CONSCIOUS" 18,000

MALMO UNIVERSITET

BOX 50500 MALMO SKANE LAN 202 50
SW 		NONE NC FOR SUPPORT OF THE SIXTEN EHRLING CONDUCTING CENTER AT MALMO UNIVERSITY. 95,000

PRINSESSAN ESTELLES KULTURSTIFTELSE

KUNGLIGA SLOTTET STOCKHOLM 107 70
SW 		NONE NC FOR SUPPORT OF PRINSESSAN ESTELLES KULTURSTIFTELSE 2024 - 2026 ART EDUCATION PROJECT 95,000

NORTHWEST EDVARD GRIEG SOCIETY

ATT LAURA LOGE 2503 157TH AVE SE
BELLEVUE,WA98008 		NONE PC FOR SUPPORT OF THE 2024 NORDIC CHAMBER MUSIC SEASON 4,000

PRINCETON AND PARK AVENUE CHAMBER MUSIC FOUNDATION

42 GRANT WAY
PRINCETON,NJ08540 		NONE PC FOR SUPPORT OF 2023-2024 "PRINCETON CHAMBER MUSIC" SERIES 10,000

TEATER SAGOHUSET

HYLLIEGRAND 16 LUND SKANE LAN 223
59
SW 		NONE NC FOR SUPPORT OF THE 2024 PRODUCTION "HISTORIER FRAN EN STAD" 17,000

PRINS EUGENS WALDEMARSUDDE

BOX 24227 STOCKHOLM STOCKHOLMS LAN
104 51
SW 		NONE NC FOR SUPPORT OF THE 2024 PUBLICATION "OEUVRE CATALOGUE OF DECORATIVE ARTS AND FINE ARTS OBJECTS" 30,000

FRIENDS OF HOUSE OF SWEDEN

2900 K STREET NORTHWEST
WASHINGTON,DC20007 		NONE PC FOR SUPPORT OF THE 2023 CULTURAL EVENTS AND PROGRAMS AT THE HOUSE OF SWEDEN 10,000

INSAMLINGSSTIFTELSEN DI PIU

NOVA STIFTELSE 335 OREBRO OREBRO
SE-701 46
SW 		NONE NC 2024 SEMI-STAGED OPERA PROJECT: THE RAKES PROGRESS, STRAVINSKY 20,000

CASA DI SANTA BRIGIDA

96 PIAZZA FARNESE ROMA LAZIO 00186
IT 		NONE NC FOR SUPPORT OF THE URGENT MAINTENANCE WORK AT CASA DI SANTA BRIGIDA 30,000

SAN FRANCISCO FILM SOCIETY

455 9TH STREET
SAN FRANCISCO,CA94103 		NONE PC FOR SUPPORT TO ATTEND THE 2024 NORDIC FILM MARKET IN GOTEBORG 1,000

FORENINGEN UNGA SOLISTER

SORAVAGEN 239 AKERSBERGA 184 37
SW 		NONE NC FOR SUPPORT OF THE UNGA SOLISTER 2024 FINAL COMPETITION 4,000

AMERICAN-SCANDINAVIAN FOUNDATION OF LOS ANGELES

3445 WINSLOW DRIVE
LOS ANGELES,CA900266213 		NONE PC FOR SUPPORT OF THE 2024 SCANDINAVIAN FILM FESTIVAL IN LOS ANGELES 7,000
Total .................................right arrow 3a 2,737,850
bApproved for future payment

SAN FRANCISCO PERFORMANCES
500 SUTTER STREET SUITE 710
SAN FRANCISCO,CA94102 		NONE PC 2024 CONCERTS 20,000

THE JOYCE THEATER FOUNDATION
175 8TH AVENUE
NEW YORK,NY10011 		NONE PC PONTUS LIDBERG PERFORMANCES 2024 15,000

TEMPO DOCUMENTARY FESTIVAL
BOX 17099 STOCKHOLM STOCKHOLM LAN
SE-104 62
SW 		NONE NC FESTIVAL AND AWARD SUPPORT 2024 12,000

ERSTA DIAKONI
BOX 4619 STOCKHOLM SE-116 91
SW 		NONE NC 2024 PROGRAMMING 15,000

DOCUMENTA UND MUSEUM FRIDERICIANUM
18 FRIEDRICHSPLATZ KASSEL HE 34117
GM 		NONE NC 2024 EXHIBITION ULLA WIGGEN 20,000

STIFTELSEN H FRIEDLANDERS ALDERDOMSHEM
LODESVAGEN 9 JOHANNESHOV STOCKHOLM
SE-121 48
SW 		NONE NC BOOK ABOUT ERIK JOSEPHSON 20,000

LINKOPINGS DOMKYRKOPASTORAT
BOX 2037 LINKOPING 580 02
SW 		NONE NC NEW CHOIR ORGAN FOR LINKOPING CATHEDRAL 95,000

TATE AMERICAS FOUNDATION
520 WEST 27TH STREET
NEW YORK,NY10001 		NONE PC 2024 OUTI PIESKI EXHIBITION 15,000

STIFTELSEN SCHYMBERGSGARDEN
KLUMGATAN 4A PITEA 941 64
SW 		NONE NC SCHYMBERG AWARD 2024 10,000
Total ................................. right arrow 3b 222,000
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 18,267  
4 Dividends and interest from securities ....     14 25,357  
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 .....     14 123  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -8,088  
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 35,659 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
35,659
(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 BARBRO OSHER PRO SUECIA FOUNDATION
 
Employer identification number

94-3241225
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 BARBRO OSHER PRO SUECIA FOUNDATION
  		Employer identification number
94-3241225
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
BARBRO OSHER
 
ONE MARKET PLAZA STEUART TOWER SUIT
 
SAN FRANCISCO, CA94105

$ 1,500,000


(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 BARBRO OSHER PRO SUECIA FOUNDATION
  		Employer identification number

94-3241225
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 BARBRO OSHER PRO SUECIA FOUNDATION
  		Employer identification number

94-3241225
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 BARBRO OSHER PRO SUECIA FOUNDATION
EIN:
94-3241225
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 125,813 18,664   107,149

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

TY 2023 ExpenditureResponsibilityStmt
Name:
THE BARBRO OSHER PRO SUECIA FOUNDATION
EIN:
94-3241225
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
ALHANKO ACADEMY OF BALLET 23 JUNGFRUGATAN
STOCKHOLM,STOCKHOLMS LAN 11  
SW 		2023-10-06 17,000 FOR SUPPORT OF THE ALHANKO ACADEMY OF BALLET 2023/24 SCHOOL YEAR 17,000 NONE 6/24/2024    
ALMA LOV MUSEUM OF UNEXP ART 33 AS
SUNNE,VARMLANDS LAN 686  
SW 		2023-06-21 15,000 FOR SUPPORT OF THE 2023 ART PROJECT "PRESENT NATURE" 15,000 NONE 6/3/2024    
AVANT 21 HOGSBYVAGEN
RANSATER,VARMLANDS LAN 684  
SW 		2023-08-18 1,750 FOR SUPPORT TO COVER TRAVEL COSTS FOR ANTHONY MCCALL TO ATTEND THE AVANT FILM EVENT IN SEPTEMBER 2023 1,750 NONE 1/16/2024    
BASTADS KAMMARMUSIKFORENING BOX 1014
BASTAD,BASTAD SE-269 21  
SW 		2023-06-21 15,000 FOR SUPPORT OF THE 2023 BASTAD CHAMBER MUSIC FESTIVAL 15,000 NONE 5/13/2024    
BATALJ SCENKONST 27 TORSTEN ALMS GATA
HAGERSTEN,STOCKHOLMS LAN 12  
SW 		2023-08-18 6,000 FOR SUPPORT OF THE 2023 PLAY "WE ARE WARRIORS"   NONE      
BERGMAN CENTER FOUNDATION 1118 FARO SVENS
FARO,GOTLANDS LAN SE-6  
SW 		2023-03-02 35,000 SUPPORT OF BERGMAN WEEK 2023 35,000 NONE 11/30/2023    
CARL ELDHS ATELJEMUSEUM 10 LOGEBODAVAGEN
STOCKHOLM,STOCKHOLMS LAN SE  
SW 		2023-05-02 17,000 FOR SUPPORT OF THE CARL ELDH STUDIO MUSEUM AND ITS TEMPORARY EXHIBITION 2023 17,000 NONE 2/8/2024    
CASA DI SANTA BRIGIDA 96 PIAZZA FARNESE
ROMA,LAZIO 00186  
SW 		2023-12-05 30,000 FOR SUPPORT OF THE URGENT MAINTENANCE WORK AT CASA DI SANTA BRIGIDA   NONE      
CHARLOTTE WEIBULLS VANFORENING YNGLINGAGATAN 5S
MALMO,SKANE LAN 217 74  
SW 		2022-11-25 11,500 DIGITIZATION OF CHARLOTTE WEIBULLS COLLECTION 11,500 NONE 8/7/2023    
CLAES LEWENHAUPTS STIPENDIEFOND FOR 165 FORTUNAVAGEN
RYDEBACK,SKANE LAN 257 30  
SW 		2022-05-23 15,000 BOOK PROJECT 15,000 NONE 6/1/2023    
DE SVENSKA HISTORIEDAGARNA PO BOX 5243
STOCKHOLM,STOCKHOLM SE-102  
SW 		2023-08-25 9,000 FOR SUPPORT OF THE 2023 "SWEDISH HISTORY DAYS" IN LUND, SWEDEN 9,000 NONE 12/13/2023    
DEN ANDRA OPERAN 37 NORRHOLMSGRAND
SKARHOLMEN,STOCKHOLMS LAN 12  
SW 		2023-10-06 9,000 FOR SUPPORT OF YOUR 2023 OPERA "THE LAST SORCERER" 9,000 NONE 3/25/2024    
DOCUMENTA UND MUSEUM FRIDERICIANUM 18 FRIEDRICHSPLATZ
KASSEL,HE 34117  
SW 		2023-11-03 20,000 TO SUPPORT 2024 ULLA WIGGEN EXHIBITION.   NONE      
ENSEMBLEVERKET 48 RADMANSGATAN
STOCKHOLM,STOCKHOLMS LAN SE  
SW 		2022-05-23 5,500 2022 PRODUCTION OF THE PLAY THE BLACK BIRD IN THE DARK FOREST 5,500 NONE 9/11/23    
ERIK WESTBERG VOCAL ENSEMBLE BOX 744
PITEA,NORRBOTTENS LAN 9  
SW 		2023-04-14 10,000 FOR SUPPORT OF 2023 RECORDING, CONCERTS, AND TOUR 10,000 NONE 1/25/2024    
ERSTA DIAKONI BOX 4619
STOCKHOLM,SE-116 91  
SW 		2023-11-03 15,000 FOR SUPPORT OF 2024 ERSTA KULTURSCEN.   NONE      
FORENINGEN ALMA 34 VARGARDAVAGEN
ALVSJO,STOCKHOLMS LAN 12  
SW 		2023-06-13 14,000 FOR SUPPORT OF THE 2023 GRANSLANDET FESTIVAL 14,000 NONE 2/27/2024    
FORENINGEN DANS 2 KAPLANSBACKEN
STOCKHOLM,STOCKHOLMS LAN 11  
SW 		2023-08-18 8,000 FOR SUPPORT OF THE PERFORMANCE DUST   NONE      
FORENINGEN FOR JUDISK KULTUR I SVER JAKOBSGATAN 27C
STOCKHOLM,STOCKHOLMS LAN 11  
SW 		2023-06-13 25,000 FOR SUPPORT OF THE 2023 JUDISK KULTUR EVENTS AT THE BOOK FAIR IN GOTHENBURG 25,000 NONE 12/13/2023    
FORENINGEN INGMARSSPELEN 4 BORGBYGATAN
NAS,DALARNAS LAN 789  
SW 		2023-05-26 4,800 FOR SUPPORT OF PRODUCTION AND PRINTING OF THE BOOK JERUSALEMFARARNA FRAN NAS 4,800 NONE 1/8/2024    
FORENINGEN SVENSKAR I VARLDEN BOX 5501
STOCKHOLM,STOCKHOLMS LAN 11  
SW 		2023-05-26 20,000 FOR GENERAL SUPPORT OF SVIV 2023   NONE      
FORENINGEN UNGA SOLISTER SORAVAGEN 239
AKERSBERGA,184 37  
SW 		2023-12-18 4,000 FOR SUPPORT OF THE UNGA SOLISTER 2024 FINAL COMPETITION   NONE      
FREDRIKA BREMER FORBUNDETS STIPENDI 33 OSTERMALMSGATAN
STOCKHOLM,STOCKHOLMS LAN 11  
SW 		2023-06-13 8,000 FOR SUPPORT OF THE 2023 EVENT AND SEMINAR DAY   NONE      
FRILUFTSFRAMJANDET VADSTENA LOKALAV KUMLA SKOLA 1
VADERSTAD,OSTERGOTLANDS LAN  
SW 		2023-01-25 45,000 FOR SUPPORT OF A NEW SKI-LIFT AT OMBERGSLIDEN SKI-RESORT   NONE      
GOTLANDS KULTURFORENING PETRUS DE D KYRKVAGEN 2E
LARBRO,GOTLANDS LAN 624  
SW 		2023-06-13 13,000 FOR SUPPORT OF THE GOTLAND CHAMBER MUSIC FESTIVAL 2023   NONE      
HELSINGBORGS PASTORAT BOX 1453
HELSINGBORG,251 14  
SW 		2023-03-02 5,000 FOR SUPPORT OF THE PROFUNDO CONCERTS 2023 5,000 NONE 11/8/2023    
IDEELLA KULTURFORENINGEN CIRKUSTALT PRASTGATAN 26
NORA,713 31  
SW 		2023-05-26 10,000 FOR SUPPORT OF THE 2023 SEASON AT STADRA THEATER   NONE      
ILDANCE JARNTORGET 7
GOTEBORG,413 04  
SW 		2023-05-02 10,000 FOR SUPPORT OF THE 2023 ILYOUNG PROJECT 10,000 NONE 12/13/2023    
INSAMLINGSSTIFTELSEN DI PIU NOVA STIFTELSE 335
OREBRO,OREBRO SE-701 46  
SW 		2023-12-05 20,000 2024 SEMI-STAGED OPERA PROJECT: THE RAKES PROGRESS, STRAVINSKY 20,000 NONE 3/19/2024    
JUDISK KRONIKA BOX 5053
STOCKHOLM,STOCKHOLMS LAN 10  
SW 		2023-10-27 15,000 FOR GENERAL SUPPORT OF JUDISK KRONIKA IN 2023   NONE      
JUDISKA FORSAMLINGEN NORRKOPING 16 SANKT SIGFRIDSGATAN
GOTEBORG,VASTRA GOTALANDS  
SW 		2022-01-26 99,999 GENERAL SUPPORT 99,999 NONE 5/2/2023    
JUSSI BJORLINGSALLSKAPET HOVRA GA LANDSVAGEN 5
KORSKROGEN,GAVLEBORGS LAN 82  
SW 		2023-06-13 6,000 FOR SUPPORT OF 2023 JUSSI BJORLING CONCERTS 6,000 NONE 10/13/2023    
KALMAR KONSTFORENING PUKEBERGARNAS VAG 24
NYBRO,KALMAR LAN 382 34  
SW 		2023-09-05 19,000 FOR SUPPORT OF THE DESINGARKIVET PROJECT   NONE      
KAMMARMUSIKENS VANNER 27 SKEPPARGATAN
STOCKHOLM,STOCKHOLMS LAN 11  
SW 		2023-05-02 20,000 FOR SUPPORT OF 2023 CONCERTS AND FESTIVALS 20,000 NONE 2/1/2024    
KAMMARMUSIKFORBUNDET 2 GRANASGATAN
HISINGS BACKA,VASTRA GOTALANDS  
SW 		2023-04-18 14,000 FOR SUPPORT FOR UNG & LOVANDE - CHAMBER MUSIC BIENNIAL AND COMPETITION 2023 14,000 NONE 11/8/2023    
KOSTENS VANNER 31 BASTUGATAN
STOCKHOLM,STOCKHOLMS LAN 11  
SW 		2023-02-13 5,000 FOR SUPPORT FOR POST-PRODUCTION OF A FULL-LENGTH SOLO GUITAR ALBUM 5,000 NONE 4/11/2024    
KULTERFORENINGEN I REN KULTUR 16 SANKT SIGFRIDSGATAN
GOTEBORG,VASTRA GOTALANDS  
SW 		2023-03-02 5,000 FOR SUPPORT OF 2023 LITEN KULTURVECKA I SVARTA FARET 5,000 NONE 10/19/2023    
KULTURFORENINGEN OREGRUND MUSIKFEST 12 FREJAVAGEN
LIDINGO,STOCKHOLMS LAN 18  
SW 		2023-05-26 7,000 FOR SUPPORT OF 2023 MUSIC FESTIVAL OREGRUND MUSIKFESTIVAL - I ROSLAGENS FAMN. 7,000 NONE 1/22/2024    
KUNGL MUSIKALISKA AKADEMIEN 8 BLASIEHOLMSTORG
STOCKHOLM,STOCKHOLMS LAN 11  
SW 		2023-08-18 10,000 FOR SUPPORT OF THE SEMINAR AND GALA CONCERT ROYAL MUSIC COLLECTIONS IN OCTOBER 2023 10,000 NONE 12/9/2023    
KUNGLIGA DRAMATISKA TEATERN BOX 5037
STOCKHOLM,STOCKHOLMS LAN SE  
SW 		2023-06-28 25,000 FOR SUPPORT OF THE 2023 INGMAR BERGMAN INTERNATIONAL THEATRE FESTIVAL AT THE ROYAL DRAMATIC THEATRE (DRAMATEN)   NONE      
LANSTEATERN PA GOTLAND BREDGATAN 10
VISBY,GOTLANDS LAN 621  
SW 		2023-01-25 5,000 FOR SUPPORT OF 2023 THEATER PRODUCTION "ON THE WESTERN FRONT"   NONE      
LEUFSTABRUKS KAMMARSOLISTER 55 STORA GATAN
LOVSTABRUK,UPPSALA LAN 819 6  
SW 		2023-05-02 5,000 2023 LOVSTABRUK CHAMBER MUSIC FESTIVAL 5,000 NONE 10/19/2023    
LINKOPINGS DOMKYRKOPASTORAT BOX 2037
LINKOPING,580 02  
SW 		2023-09-29 95,000 FOR SUPPORT OF THE NEW CHOIR ORGAN FOR LINKOPING CATHEDRAL THAT IS TO BE INAUGURATED IN 2027.   NONE      
LITTERATURFESTIVALEN PA MARBACKA 2B BENGT EKEHJELMSGATAN
STOCKHOLM,STOCKHOLMS LAN 11  
SW 		2023-06-21 9,000 FOR SUPPORT OF LITTERATURFESTIVALEN AT MARBACKA 2023 9,000 NONE 12/13/2023    
LITTFEST 48 KUNGSGATAN
UMEA,VASTERBOTTENS LAN  
SW 		2023-02-13 12,000 FOR SUPPORT OF LITTFEST 2023 12,000 NONE 5/21/2024    
LUNDS STUDENTSANGFORENING 4 MAGLE STORA KYRKOGATA
LUND,SKANE LAN 223 50  
SW 		2023-05-26 5,000 FOR SUPPORT OF THE LUND MALE CHORUS TOUR TO BOGOTA, COLOMBIA IN AUGUST 2023   NONE      
MALMO KONSTMUSEUM BOX 406
MALMO,MALMO SE-201 24  
SW 		2023-03-02 8,000 FOR SUPPORT OF THE 2023 PERFORMATIVE EXHIBITION "A SPACE WHERE YOUR VOICES CAN LIVE" 8,000 NONE 12/13/2023    
MALMO UNIVERSITET BOX 50500
MALMO,SKANE LAN 202 50  
SW 		2023-11-03 95,000 FOR SUPPORT OF THE SIXTEN EHRLING CONDUCTING CENTER AT MALMO UNIVERSITY.   NONE      
MAN MUST SING BOX 7162
GOTEBORG,VASTRA GOTALANDS  
SW 		2023-09-05 9,000 FOR SUPPORT OF THE 2024 PRODUCTION "SYSTEMET" 9,000 NONE 3/7/2024    
MEMORY WAX 17 FALSTERBOGATAN
MALMO,SKANE LAN 214 36  
SW 		2022-11-25 10,000 PLAYGROUND PROJECT 2023   NONE      
MILLESGARDEN 2 CARL MILLES VAG
LIDINGO,STOCKHOLMS LAN SE  
SW 		2023-05-26 100,000 2023 SUPPORT OF MILLESGARDEN 100,000 NONE 4/18/2024    
MINOPERA 5 VASTRA KALLANGSVAGEN
NORRAHAMMAR,JONKOPINGS LAN 56  
SW 		2023-06-21 10,000 FOR SUPPORT OF THE 2023 PRODUCTION WIENERBLOD 10,000 NONE 2/26/2024    
MODERNA MUSEET BOX 16382
STOCKHOLM,SE-103 27  
SW 		2023-02-03 50,000 FOR SUPPORT OF THE 2023-2024 LOTTE LASERSTEIN EXHIBITION AT MODERNA MUSEET IN MALMO AND STOCKHOLM 50,000 NONE 2/5/2024    
NK-VILLANS VANNE 3 BEHMBROGATAN
NYKOPING,SODERMANLANDS LAN  
SW 		2022-11-25 10,000 PROGRAMMING 2023 10,000 NONE 6/3/2024    
PIANO VISIONS KORSHOLMVAGEN 27
SALTJOBADEN,SE-133 37  
SW 		2023-05-02 12,000 FOR SUPPORT OF PIANO VISIONS 2023 CONCERTS AND MASTERCLASSES 12,000 NONE 2/15/2024    
POTATO POTATO 16 BOKGATAN
MALMO,SKANE LAN 214 34  
SW 		2023-06-13 17,000 FOR SUPPORT OF KONTRAR - A NEW STAGE FOR SWEDISH AND INTERNATIONAL CONTEMPORARY THEATRE 17,000 NONE 6/3/2024    
PRINS EUGENS WALDEMARSUDDE BOX 24227
STOCKHOLM,STOCKHOLMS LAN 10  
SW 		2023-11-13 30,000 FOR SUPPORT OF THE 2024 PUBLICATION "OEUVRE CATALOGUE OF DECORATIVE ARTS AND FINE ARTS OBJECTS"   NONE      
PRINSESSAN ESTELLES KULTURSTIFTELSE KUNGLIGA SLOTTET
STOCKHOLM,107 70  
SW 		2023-11-03 95,000 FOR SUPPORT OF PRINSESSAN ESTELLES KULTURSTIFTELSE 2024 - 2026 ART EDUCATION PROJECT   NONE      
RAOUL WALLENBERG ACADEMY GREV TUREGATAN 44
STOCKHOLM,STOCKHOLMS LAN 11  
SW 		2023-03-02 20,000 FOR SUPPORT OF THE RAOUL WALLENBERG ACADEMY 2023 "CUBE PROGRAM"   NONE      
RIKSORGANISATIONEN FOLKETS HUS OCH 1 SWEDENBORGSGATAN
STOCKHOLM,STOCKHOLMS LAN 10  
SW 		2023-04-18 7,000 FOR SUPPORT OF THE 2023 JENNY LIND TOUR 7,000 NONE 12/13/2023    
ROMATEATERN 11 HELGALUNDEN
STOCKHOLM,STOCKHOLMS LAN 11  
SW 		2023-05-02 20,000 FOR SUPPORT OF THE 2023 PRODUCTIONS "AS YOU LIKE IT AND "HOW SHAKESPEARE FOUND HIS STORIES" 20,000 NONE 11/7/2023    
ROMEO JULIA KOREN BOX 5037
STOCKHOLM,STOCKHOLMS LAN SE  
SW 		2023-06-13 50,000 SUPPORT FOR ROMEO & JULIA KOREN'S 2023 PRODUCTIONS AND PERFORMANCES   NONE      
SITESPECIFIC FESTIVAL 11 MARBACKAGATAN HUS H
FARSTA,STOCKHOLMS LAN 12  
SW 		2023-05-26 10,000 FOR SUPPORT OF SITE SPECIFIC FESTIVAL 2023 10,000 NONE 12/13/2023    
SKANSKA OPERANS VANNER BOX 10
AKARP,232 02  
SW 		2023-05-02 10,000 FOR SUPPORT OF THE 2023 PRODUCTION "TOSCA" 10,000 NONE 1/8/2024    
SORMLAND MUSEUM TOLAGSGATAN 8
NYKOPING,SODERMANLAND LAN  
SW 		2023-01-25 5,000 FOR SUPPORT OF THE 2023 PUBLICATION AND EXHIBITION: NK'S FURNITURE THE CRAFTSMANSHIP, THE DESIGN, THE WORKSHOPS, AND THE DEPARTMENT STORE 5,000 NONE 10/5/2023    
STHLMSMUSIKTEATER ENSEMBLE 5 TEGELBRUKSVAGEN
HAGERSTEN,STOCKHOLMS LAN 12  
SW 		2023-04-14 15,000 FOR SUPPORT OF THE 2023 PRODUCTION "BANG! BOOM! CRASH!"   NONE      
STIFTELSEN DROTTNINGHOLMS SLOTTSTEA BOX 6
DROTTNINGHOLM,DROTTNINGHOLM SE-  
SW 		2023-02-13 25,000 SUPPORT FOR DROTTNINGHOLM COURT THEATER'S CELEBRATION OF HM CARL GUSTAF 50 YEARS ON THE THRONE AND HM QUEEN SILVIA'S 80TH BIRTHDAY 25,000 NONE 11/22/2023    
STIFTELSEN DROTTNINGHOLMS SLOTTSTEA BOX 6
DROTTNINGHOLM,DROTTNINGHOLM SE-  
SW 		2023-04-18 80,000 FOR SUPPORT OF DROTTNINGHOLM COURT THEATER'S ORCHESTRA PERFORMANCE AND CONCERT SEASON 2023 80,000 NONE 11/7/2023    
STIFTELSEN FESTSPELEN I PITEA ADRIAN WENNSTROMSVAG 13
PITEA,NORRBOTTENS LAN 9  
SW 		2023-05-02 12,000 FOR SUPPORT OF 2023 FESTSPELEN IN PITEA 12,000 NONE 1/16/2024    
STIFTELSEN FOLKOPERAN 72 HORNSGATAN
STOCKHOLM,STOCKHOLMS LAN 11  
SW 		2023-10-27 12,000 FOR SUPPORT OF FOLKOPERAN'S 2024 TALENT PROGRAM   NONE      
STIFTELSEN H FRIEDLANDERS ALDERDOMS LODESVAGEN 9
JOHANNESHOV,STOCKHOLM SE-121  
SW 		2023-11-03 20,000 TO SUPPORT THE 2024 BOOK PROJECT ABOUT THE SWEDISH ARCHITECT ERIK JOSEPHSON.   NONE      
STIFTELSEN HILDASHOLM BOX 64
LEKSAND,LEKSAND SE-793 22  
SW 		2023-06-21 8,000 FOR SUPPORT OF THE 2023 MUSIC EVENTS AND EXHIBITION AT MUNTHES HILDASHOLM 8,000 NONE 4/22/2024    
STIFTELSEN KA ALMGRENS SIDENVAVERI 15A REPSLAGARGATAN
STOCKHOLM,STOCKHOLMS LAN 11  
SW 		2023-06-13 20,000 FOR SUPPORT OF THE APPRENTICESHIP PROGRAM AT K.A ALMGRENS SIDENVAVERI   NONE      
STIFTELSEN KIVIK ART CENTRE 11 FRIDHEMSVAGEN
SIMRISHAMN,SKANE LAN 272 95  
SW 		2023-04-18 5,000 FOR SUPPORT OF THE SCULPTURE "THE EARTH DOME" BY ARTIST ARIJANA KAJFES 5,000 NONE 2/22/2024    
STIFTELSEN KULTURCENTRUM LJUSNARSBE BOX 17
KOPPARBERG,KOPPARBERG 714 21  
SW 		2023-04-18 100,000 SUPPORT OF THE 2023 SEASON AT OPERA PA SKARET   NONE      
STIFTELSEN LINNES RASHULT BOX 500
ALMHULT,343 23  
SW 		2023-05-26 7,000 FOR SUPPORT OF THE 2023 PROJECTS AT LINNES RASHULT   NONE      
STIFTELSEN MIDNATTSSOLENS TRADGARD VARVSVAGEN 5
LINDOME,VASTRA GOTALANDS  
SW 		2023-05-26 10,000 FOR SUPPORT OF A BOTANICAL GARDEN IN JOKKMOKK   NONE      
STIFTELSEN NOBEL CENTER PO BOX 2245
STOCKHOLM,SE-103 26  
SW 		2023-10-06 25,000 FOR SUPPORT OF THE NOBEL WEEK LIGHTS 2023   NONE      
STIFTELSEN NORDISKA MUSEET BOX 27820
STOCKHOLM,STOCKHOLMS LAN 11  
SW 		2023-10-27 75,000 FOR SUPPORT TO DISPLAY PAINTINGS BY AUGUST STRINDBERG AND FRESCO SKETCHES BY CARL LARSON IN THE NEW PERMANENT EXHIBITION, NORDBOR   NONE      
STIFTELSEN OMODERNT 2 TALJOVAGEN
AKERSBERGA,STOCKHOLMS LAN 18  
SW 		2023-05-26 25,000 SUPPORT FOR O/MODERNT 2023 PROJECTS   NONE      
STIFTELSEN ORIONTEATERN 77 KATARINA BANGATA
STOCKHOLM,STOCKHOLMS LAN 11  
SW 		2023-04-18 15,000 FOR SUPPORT OF THE YOUNG UKRAINIAN PLAYWRIGHTS AT ORIONTEATERN 2023   NONE      
STIFTELSEN QUEEN CHRISTINA 67 STRANDVAGEN
STOCKHOLM,STOCKHOLMS LAN 11  
SW 		2023-06-21 9,000 FOR SUPPORT OF STIFTELSEN QUEEN CHRISTINA'S CONCERTS IN 2023   NONE      
STIFTELSEN SCHYMBERGSGARDEN KLUMGATAN 4A
PITEA,941 64  
SW 		2023-09-29 10,000 FOR SUPPORT OF HJRDS SCHYMBERG AWARD 2024.   NONE      
STIFTELSEN SVENSKA INSTITUTET I ATH 8 SKEPPARGATAN
STOCKHOLM,STOCKHOLMS LAN 11  
SW 		2023-03-02 10,000 FOR SUPPORT OF THE 2023 SCHOLARSHIPS 10,000 NONE 09/22/24    
STIFTELSEN TENSTA KONSTHALL BOX 4001
SPANGA,STOCKHOLMS LAN 16  
SW 		2023-04-18 15,000 FOR SUPPORT OF THE 2023 EXHIBITION PROJECT "THE URBAN KARWAN" AT TENSTA KONSTHALL 15,000 NONE 6/3/2024    
STIFTELSEN VANDALORUM 2 SKULPTURVAGEN
VARNAMO,JONKOPINGS LAN 33  
SW 		2023-11-03 10,000 FOR SUPPORT OF PERMANENT ARTWORK BY NINA CANELL   NONE      
STIFTELSEN VATTNAS KONSERTLADA 34 VATTNAS BYVAG
MORA,DALARNAS LAN 792  
SW 		2023-05-26 15,000 FOR SUPPORT OF THE 2023 SUMMER MUSIC FESTIVAL 15,000 NONE 3/25/2024    
STOCKHOLM EARLY MUSIC FESTIVAL 62 GOTGATAN 6 TR
STOCKHOLM,STOCKHOLMS LAN 11  
SW 		2023-05-26 20,000 FOR SUPPORT OF THE 2023 STOCKHOLM EARLY MUSIC FESTIVAL   NONE      
SVEN OCH ANN MARGRET LJUNGBERGS STI LJUNGBERGMUSEET PONTUS LJUNGBERG
STRANDGATAN 5
LJUNGBY,LJUNGBY 341 30  
SW 		2023-05-26 15,000 GENERAL SUPPORT 2023   NONE      
SVENSKA KYRKAN UPPSALA 4 SYSSLOMANSGATAN UPPSALA
UPPSALA,UPPSALA LAN 751 7  
SW 		2022-10-27 10,000 CHURCH MUSIC SYMPOSIUM IN UPPSALA 10,000 NONE 11/13/2023    
SVENSKT OVERSATTARLEXIKON 6 HERR GOSTAS VAG
ALVSJO,STOCKHOLMS LAN 12  
SW 		2023-06-13 11,000 FOR SUPPORT OF THE SWEDISH TRANSLATOR'S DICTIONARY   NONE      
SVERIGES ALLMANNA KONSTFORENING BOX 5343
STOCKHOLM,STOCKHOLMS LAN 10  
SW 		2023-08-18 15,000 FOR SUPPORT OF THE 2023 SAK YEARBOOK WITH JENNY KALLMAN 15,000 NONE 3/25/2024    
TEATER BRUNNSGATAN FYRA 4 BRUNNSGATAN
STOCKHOLM,STOCKHOLMS LAN 11  
SW 		2022-06-14 15,000 THEATRE PRODUCTION END GAME 15,000 NONE 03/18/24    
TEATER PLAYHOUSE 71A DROTTNINGGATAN
STOCKHOLM,STOCKHOLMS LAN 11  
SW 		2023-05-02 20,000 FOR SUPPORT OF THE 2023 PLAY "CAMP SIEGFRIED" 20,000 NONE 1/16/2024    
TEATER QUILT SOCKERBRUKSGRAND
STOCKHOLM,STOCKHOLMS LAN 11  
SW 		2023-04-18 3,500 FOR SUPPORT OF THE 2023 MUSICAL PRODUCTION NORRTULLSLIGAN   NONE      
TEATER SAGOHUSET HYLLIEGRAND 16
LUND,SKANE LAN 223 59  
SW 		2023-11-13 17,000 FOR SUPPORT OF THE 2024 PRODUCTION "HISTORIER FRAN EN STAD" 17,000 NONE 9/12/2023    
TEATER VARVIND MAGASINSGATAN 13
SALA,SALA 733 30  
SW 		2023-05-02 8,000 FOR SUPPORT OF THE 2023 PRODUCTION "BLAND KNAPPKNGOR OCH SHITSTVLAR" 8,000 NONE 12/13/2023    
TEMPO DOCUMENTARY FESTIVAL BOX 17099
STOCKHOLM,STOCKHOLM LAN SE-  
SW 		2023-02-13 12,000 FOR SUPPORT OF THE 2023 STEFAN JARL INTERNATIONAL DOCUMENTARY AWARD 12,000 NONE 10/19/2023    
TEMPO DOCUMENTARY FESTIVAL BOX 17099
STOCKHOLM,STOCKHOLM LAN SE-  
SW 		2023-11-03 12,000 FOR SUPPORT OF THE 2024 STEFAN JARL INTERNATIONAL DOCUMENTARY AWARD   NONE      
TEXTILHISTORISKA SALLSKAPET 3 SKARABORGSVAGEN
BORAS,VASTRA GOTALANDS  
SW 		2023-11-03 18,000 FOR SUPPORT OF THE 2023/24 EXHIBITION "FASHION CONSCIOUS"   NONE      
THE WANAS FOUNDATION BOX 67
KNISLINGE,SKANE LAN 289 21  
SW 		2023-05-02 30,000 FOR SUPPORT OF 2023 WANAS NEW LEARNING INITIATIVE 30,000 NONE 12/13/2023    
ULRIKSDALS SLOTTSTEATER CONFIDENCEN 3 SLOTTSALLEN
SOLNA,STOCKHOLMS LAN 17  
SW 		2023-06-21 60,000 FOR SUPPORT OF THE 2023 CONCERT SEASON AT CONFIDENCEN 60,000 NONE 3/5/2024    
VADSTENA-AKADEMIEN SURBRUNNSGATAN 64
STOCKHOLM,STOCKHOLMS LAN SE  
SW 		2023-03-02 45,000 FOR SUPPORT OF SCHOLARSHIPS FOR SINGERS AND MUSICIANS IN ANDEFABRIKEN AT VADSTENA-AKADEMIEN 2023. 45,000 NONE 1/8/2024    
VANFORENINGEN SHAKESPEAREFABRIKEN VAVERSUNDA POSTGARD 112 C/O ANDERS
HEDEBORG
BORGHAMN,BORGHAMN 592 93  
SW 		2023-05-02 18,000 FOR SUPPORT OF HIRING AN EXTERNAL DIRECTOR AND CHOREOGRAPHER FOR THE 2023 PRODUCTION 18,000 NONE 10/2/2023    
VOCAL MASTERCLASS STOCKHOLM 51 BRINKVAGEN
TABY,STOCKHOLMS LAN 18  
SW 		2023-06-21 7,000 FOR SUPPORT OF THE 2023 MASTERCLASSES SERIES 7,000 NONE 6/3/2024    
VOKALHARMONIN 41A BRANNKYRKAGATAN
STOCKHOLM,STOCKHOLMS LAN 11  
SW 		2023-05-26 10,000 FOR SUPPORT OF THE 2023 TOUR TO JAPAN 10,000 NONE 1/8/2024    
ZORNSAMLINGARNA BOX 32 MORA
DALARNA,LAN SE-792 21  
SW 		2022-11-25 25,000 BUILDING TO PROTECT SWEDEN'S OLDEST TIMBER HOUSE   NONE      

TY 2023 GeneralExplanationAttachment
Name:
THE BARBRO OSHER PRO SUECIA FOUNDATION
EIN:
94-3241225
Identifier Return Reference Explanation
  FORM 990-PF, PART VI-B, LINE 1A(4) KRIS MARNEY SERVES AS THE CHIEF FINANCIAL OFFICER. KRIS IS EMPLOYED BY BPM LLP AND THE FOUNDATION PAID BPM LLP FOR ACCOUNTING AND CFO SERVICES.

TY 2023 InvestmentsOtherSchedule2
Name:
THE BARBRO OSHER PRO SUECIA FOUNDATION
EIN:
94-3241225
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
EI FUND IV FMV 7,031 7,031
FCOI II HOLDINGS FMV 49,328 49,328
MONEY MARKET FUND FMV 865,161 865,161
FIXED INCOME SECURITIES FMV 141,689 141,689

TY 2023 OtherExpensesSchedule
Name:
THE BARBRO OSHER PRO SUECIA FOUNDATION
EIN:
94-3241225
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK CHARGES & FEES 2,118 0   2,118
PAYROLL SERVICE FEES 6,802 0   6,802
REGISTRATION FEES 20 0   20
STATE FILING FEES 200 0   200


TY 2023 OtherIncomeSchedule2
Name:
THE BARBRO OSHER PRO SUECIA FOUNDATION
EIN:
94-3241225
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME FROM INVESTMENTS 123 123 123


TY 2023 OtherIncreasesSchedule
Name:
THE BARBRO OSHER PRO SUECIA FOUNDATION
EIN:
94-3241225
Description Amount
UNREALIZED GAIN 107,286


TY 2023 OtherProfessionalFeesSchedule
Name:
THE BARBRO OSHER PRO SUECIA FOUNDATION
EIN:
94-3241225
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 43 43   0
OTHER PROFESSIONAL SERVICES 500 0   500


TY 2023 TaxesSchedule
Name:
THE BARBRO OSHER PRO SUECIA FOUNDATION
EIN:
94-3241225
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAXES 609 0   0
PAYROLL TAXES 8,017 0   8,017