-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0047
20
23
Open to Public Inspection
For calendar year 2023, or tax year beginning
01-01-2023
, and ending
12-31-2023
Name of foundation
THE WEISKOPF FAMILY FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
9 MELANEY DRIVE
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MONSEY
,
NY
10952
A Employer identification number
83-6588178
B
Telephone number (see instructions)
(845) 369-8700
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
1,759,141
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
2,146,000
2
Check
.............
3
Interest on savings and temporary cash investments
25,895
25,895
25,895
4
Dividends and interest from securities
...
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2)
...
0
8
Net short-term capital gain
.........
0
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
12
Total.
Add lines 1 through 11
........
2,171,895
25,895
25,895
13
Compensation of officers, directors, trustees, etc.
0
0
0
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)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
0
0
0
0
25
Contributions, gifts, grants paid
.......
2,956,021
2,956,021
26
Total expenses and disbursements.
Add lines 24 and 25
2,956,021
0
0
2,956,021
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-784,126
b
Net investment income
(if negative, enter -0-)
25,895
c
Adjusted net income
(if negative, enter -0-)
...
25,895
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
1
Cash—non-interest-bearing
.............
2,543,267
2
Savings and temporary cash investments
.........
733,394
733,394
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
0
List of Attached Documents:
// Content
1,025,747
1,025,747
b
Investments—corporate stock (attach schedule)
.......
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
2,543,267
1,759,141
1,759,141
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
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
2,543,267
1,759,141
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
2,543,267
1,759,141
30
Total liabilities and net assets/fund balances
(see instructions)
.
2,543,267
1,759,141
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
2,543,267
2
Enter amount from Part I, line 27a
.....................
2
-784,126
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
1,759,141
5
Decreases not included in line 2 (itemize)
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
1,759,141
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.)
1a
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
1
360
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
360
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
360
6
Credits/Payments:
a
2023 estimated tax payments and 2022 overpayment credited to 2023
6a
0
b
Exempt foreign organizations—tax withheld at source
......
6b
0
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
500
d
Backup withholding erroneously withheld
..........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
500
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
140
11
Enter the amount of line 10 to be:
Credited to 2024 estimated tax
0
Refunded
11
140
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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
No
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)
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 address
N/A
14
The books are in care of
THE FOUNDATION
Telephone no.
(845) 369-8700
Located at
9 MELANEY DRIVE
MONSEY
NY
ZIP+4
10952
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over
Yes
No
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
Form
990-PF
(2023)
Form 990-PF (2023)
Page
5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
...........
1a(1)
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
..............................
1a(2)
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
...........
1a(3)
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
............
1a(4)
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
......................
1a(5)
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
...............
1a(6)
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
..........
1b
c
Organizations relying on a current notice regarding disaster assistance check here
........
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
20
,
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.
20
,
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
.........
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
JEFFREY M WEISKOPF
PRESIDENT
5.00
0
0
0
9 MELANEY DRIVE
MONSEY
,
NY
10952
ELISHEVA WEISKOPF
VICE PRESIDENT
2.00
0
0
0
9 MELANEY DRIVE
MONSEY
,
NY
10952
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2023)
Form 990-PF (2023)
Page
7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
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
.........................
0
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
0
b
Average of monthly cash balances
.......................
1b
0
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
0
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
0
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions)
.............................
4
0
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3.
............
5
0
6
Minimum investment return.
Enter 5% (0.05) of line 5
................
6
0
Part X
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part IX, line 6
..................
1
0
2a
Tax on investment income for 2022 from Part V, line 5
.......
2a
360
b
Income tax for 2022. (This does not include the tax from Part V.)
...
2b
c
Add lines 2a and 2b
............................
2c
360
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
0
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
0
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
0
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
2,956,021
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
2,956,021
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
0
2
Undistributed income, if any, as of the end of 2022:
a
Enter amount for 2022 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2022:
a
From 2018
......
b
From 2019
......
1,374,695
c
From 2020
......
1,627,593
d
From 2021
......
1,892,468
e
From 2022
......
3,516,702
f
Total
of lines 3a through e
........
8,411,458
4
Qualifying distributions for 2023 from Part
XI, line 4:
$
2,956,021
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
.....
0
e
Remaining amount distributed out of corpus
2,956,021
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).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
11,367,479
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a
......
11,367,479
10
Analysis of line 9:
a
Excess from 2019
....
1,374,695
b
Excess from 2020
....
1,627,593
c
Excess from 2021
....
1,892,468
d
Excess from 2022
....
3,516,702
e
Excess from 2023
....
2,956,021
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
......
2019-08-12
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2023
(b)
2022
(c)
2021
(d)
2020
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.)
1
Information Regarding Foundation Managers:
a
List 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).)
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any 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)
a
Paid during the year
AHAVAS TZEDUKAH VCHESSED
1348 42ND STREET
BROOKLYN
,
NY
11219
NC
CHARITABLE PURPOSES
49,500
AHSANYA SHEL TORAH
10 TOKAY LN
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
20,000
ALWAYS OUR KIDS INC
5004 AVE M
BROOKLYN
,
NY
11234
NC
CHARITABLE PURPOSES
3,600
AMERICAN FRIENDS OF BEIT SHMAYA
5906 KEY AVE
BALTIMORE
,
MD
21215
NC
CHARITABLE PURPOSES
10,000
AMERICAN FRIENDS OF BIRCHAS MORDECHAI
15 HERSCHEL TERRACE
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
1,200
AMERICAN FRIENDS OF NESIVAS HATORAH
10 WAVERLY PLACE
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
25,450
AMERICAN FRIENDS OF RCT
511 SECOND ST
LAKEWOOD
,
NJ
08701
NC
CHARITABLE PURPOSES
72,000
AMERICAN FRIENDS OF YESHIVA MEAH SHEARIM
13684 71ST RD
FLUSHING
,
NY
11367
NC
CHARITABLE PURPOSES
250
AMERICAN FRIENDS OF YESHIVAT TIFERETH MORDECHAI
4 NATURES WAY
LAKEWOOD
,
NJ
08701
NC
CHARITABLE PURPOSES
5,000
AMERICAN FRIENDS OF YESHIVATH
138-46 76TH AVE
FLUSHING
,
NY
11367
NC
CHARITABLE PURPOSES
11,000
AREIVIM
24 LAKE AVENUE
HILLBURN
,
NY
10931
NC
CHARITABLE PURPOSES
11,200
AVNEI KODESH
C/O 9 MELANEY DRIVE
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
250
BAIS BINYOMIN ACADEMY
51 CARLTON RD
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
5,000
BAIS MEDRASH ELYON
41 ALBERT DRIVE
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
10,000
BAIS MEDRASH ELYON BNEI BRAK
41 ALBERT DR
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
6,000
BAIS MEDRASH L'TORAH
613 MADISON AVE
LAKEWOOD
,
NJ
08701
NC
CHARITABLE PURPOSES
360
BAIS MEDRASH OF ALBERT
699 ALBERT AVE
LAKEWOOD
,
NJ
08701
NC
CHARITABLE PURPOSES
5,100
BAIS YAAKOV ELEMENTARY
14 HORTON DRIVE
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
1,800
BAIS YAAKOV OF SPRING VALLEY
12 SMOLLEY DR
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
481
BAIS YEHUDA
C/O 9 MELANEY DRIVE
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
2,200
BEIS YOSEF ZVI
1019 FORTY SIXTH STREET
BROOKLYN
,
NY
11219
NC
CHARITABLE PURPOSES
10,360
BETH JACOB HS
5100 W 14TH AVE
DENVER
,
CO
80204
NC
CHARITABLE PURPOSES
20,000
BETH MEDRASH GOVOHA
618 6TH ST
LAKEWOOD
,
NJ
08701
NC
CHARITABLE PURPOSES
125,000
BETH MEDRASH SHAREI TEFILAH
7 NELSON RD
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
2,572
BETH MEDRASH ZICHRON TUVIS
1774-58TH ST
BROOKLYN
,
NY
11204
NC
CHARITABLE PURPOSES
14,000
BETH YOSEF ZVI
1019 FORTY SIXTH STREET
BROOKLYN
,
NY
11219
NC
CHARITABLE PURPOSES
85,000
BINYAN TORAH
65 DYKSTRAS WAY EAST
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
105,000
BOCA RATON KOLLEL
7001 W PALMETTO PARK RD 107
BOCA RATON
,
FL
33433
NC
CHARITABLE PURPOSES
10,000
CAMP HASC
361 PARKSVILLE RD
PARKSVILLE
,
NY
12768
NC
CHARITABLE PURPOSES
36,000
CENTRAL FUND OF ISRAEL
461 CENTRAL AVENUE
CEDERHURST
,
NY
11516
NC
CHARITABLE PURPOSES
5,000
CHABAD OF WH EAST
390 AUDUBON AVE
NEW YORK
,
NY
10033
NC
CHARITABLE PURPOSES
6,000
CHAI FOREVER
1221 MADISON AVE
LAKEWOOD
,
NJ
08701
NC
CHARITABLE PURPOSES
5,000
CHAI LIFELINE
151 W 30TH ST
NEW YORK
,
NY
10001
NC
CHARITABLE PURPOSES
5,100
CHASDEI LEV
PO BOX 297258
BROOKLYN
,
NY
11229
NC
CHARITABLE PURPOSES
36,000
CHASDEI NOCHUM
309 MONMOUTH AVE
LAKEWOOD
,
NJ
08702
NC
CHARITABLE PURPOSES
180
CHEDVAS HATORAH
6 PERTH AVE
SPRING VALLEY
,
NY
10977
NC
CHARITABLE PURPOSES
1,000
CHIZUK USA
38 KEDMA DR
LAKEWOOD
,
NJ
08702
NC
CHARITABLE PURPOSES
250
CONGREGATION ACH TOV
671 E 7TH ST
NEW YORK
,
NY
11218
NC
CHARITABLE PURPOSES
180
CONGREGATION AMEILA TORAH
C/O 9 MELANEY DRIVE
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
27,000
CONGREGATION BAIS HALEVI
705 VALLEY DR
LAKEWOOD
,
NJ
08701
NC
CHARITABLE PURPOSES
5,000
CONGREGATION BNEI YAAKOV
C/O 9 MELANEY DRIVE
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
250
CONGREGATION CHAZU BONAI
30 KIRYAS RADIN DR
SPRING VALLEY
,
NY
10977
NC
CHARITABLE PURPOSES
26,800
CONGREGATION NETZACH YISROEL
49 FORSHAY RD
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
15,000
CONGREGATION OHR TORAH
49 EDGEMOUNT RD
EDISON
,
NJ
08817
NC
CHARITABLE PURPOSES
69,500
CONGREGATION SHAREI TEFILOH
30 PARKER BLVD
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
10,361
CONGREGATION TIFERES YISROEL
6201 PARK HEIGHTS AVE
BALTIMORE
,
MD
21215
NC
CHARITABLE PURPOSES
10,000
CONGREGATION YAD MOSHE
1521 39TH STREET
BROOKLYN
,
NY
11218
NC
CHARITABLE PURPOSES
2,300
CONGREGATION YAD YEHUDA
C/O 9 MELANEY DRIVE
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
180
CONGREGATION YESHIVA BAIS HILLEL
470 EAST 2ND STREET
BROOKLYN
,
NY
11218
NC
CHARITABLE PURPOSES
151,000
CONREGATION BAIS MEDRASH SHARREI TEFILLAH
510 CLAREMONT AVE
TEANECK
,
NJ
07666
NC
CHARITABLE PURPOSES
10,000
DAAS CHOCHMA
C/O 9 MELANEY DRIVE
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
5,000
DAF A WEEK
345 PENNINGTON
PASSAIC
,
NJ
07055
NC
CHARITABLE PURPOSES
1,800
DENVER COMMUNITY KOLLEL
5080 W 14TH AVENUE
DENVER
,
CO
80204
NC
CHARITABLE PURPOSES
23,000
EDIGLE LEFTOVERS
29 ROSS AVENUE
CHESTNUT RIDGE
,
NY
10977
NC
CHARITABLE PURPOSES
360
EIZER LINITZRACH
C/O 9 MELANEY DRIVE
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
500
EZER LINITZRACH
C/O 9 MELANEY DRIVE
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
680
EZRAS YISROEL
4415 14TH AVENUE
BROOKLYN
,
NY
11219
NC
CHARITABLE PURPOSES
200
FRIENDS OF HARIN
C/O 9 MELANEY DRIVE
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
180
FRIENDS OF TIFERET TZION
13 WASHINGTON AVENUE
LAKEWOOD
,
NJ
10952
NC
CHARITABLE PURPOSES
25,000
GATES OF MERCY
C/O 9 MELANEY DRIVE
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
10,000
GEMACH HATZOLAH
19 GROVE STREET
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
1,000
GEMACH ZICHRON MAYER
39 WILDER RD
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
50,000
HAIGUD
376 CROWN ST
BROOKLYN
,
NY
11225
NC
CHARITABLE PURPOSES
10,000
HAMASIVTA OF MONSEY
11 CASTLE DRIVE
SPRING VALLEY
,
NY
10977
NC
CHARITABLE PURPOSES
2,000
HATZOLOH EMS INC
19 GROVE STREET
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
10,000
HOROWITZ FAMILY FUND
439 W KENNETH ROAD
GLENDALE
,
CA
91202
NC
CHARITABLE PURPOSES
18,000
KEREN KIRYAT SEFER
C/O 9 MELANEY DRIVE
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
180
KEREN ORAH
1340 52ND ST
BROOKLYN
,
NY
11219
NC
CHARITABLE PURPOSES
6,800
KEREN ZICHRON YOSEF MEIR
C/O 9 MELANEY DRIVE
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
8,201
KHAL CHASDEI BOBOV
C/O 9 MELANEY DRIVE
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
3,600
KHAL NACHLAS MOSHE
2 KAKIAT LN
SPRING VALLEY
,
NY
10977
NC
CHARITABLE PURPOSES
5,000
KHT
C/O 9 MELANEY DRIVE
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
12,000
KOLLEL KOTEL
61 BRIARWOOD LN
LAWRENCE
,
NY
11559
NC
CHARITABLE PURPOSES
10,000
KOLLEL LOMDEI SHAS
6 DEMAREST RD
SPRING VALLEY
,
NY
10977
NC
CHARITABLE PURPOSES
3,600
KOLLEL NEZIKIM
1150 MARCELA CT
LAKEWOOD
,
NJ
08701
NC
CHARITABLE PURPOSES
3,000
KOLLEL OHR HATORAH
4 IROQUOIS TRAIL
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
1,000
KOLLEL RACHMASTRIVKA MONSEY
6 HORIZON CT 202
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
1,000
KOLLEL ZICHRON MENACHEM
9 ELYON RD
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
3,000
KOLLEL ZICHRON SHMUEL
8 MEADOWBROOK LN
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
25,000
KOLLEL ZICHRON SHNEUR
151 REMSEN AVENUE
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
43,700
KZM CHESSED FUND
C/O 9 MELANEY DRIVE
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
10,000
LEV L'ACHIM
1034 E 12TH S
BROOKLYN
,
NY
11230
NC
CHARITABLE PURPOSES
1,200
LEV TEEN CENTER
161 VIOLA RD
SUFFERN
,
NY
10901
NC
CHARITABLE PURPOSES
18,360
MASORES BAIS YAAKOV
1395 OCEAN AVE
BROOKLYN
,
NY
11230
NC
CHARITABLE PURPOSES
200
MEIRAS EINOYIM
C/O 9 MELANEY DRIVE
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
250
MEOR HATFILAH
5910 20TH AVE
BROOKLYN
,
NY
11204
NC
CHARITABLE PURPOSES
5,000
MESIVTA YESHIVA RABBI CHAIM BERLIN
1605 CONEY ISLAND AVE
BROOKLYN
,
NY
11230
NC
CHARITABLE PURPOSES
50,000
MIGDAL OZ
112 GALAWAY PLACE SUITE 203
TEANECK
,
NJ
07667
NC
CHARITABLE PURPOSES
56,000
MIKHAVH DOVID
C/O 9 MELANEY DRIVE
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
5,000
MISSOURI TORAH INSTITUTE
1809 CLARKSON RD
CHESTERFIELD
,
MO
63017
NC
CHARITABLE PURPOSES
5,000
MONSEY TEACHERS CENTER
C/O 9 MELANEY DRIVE
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
10,000
MOSDOS BOTOSHAN
1148 49TH ST
BROOKLYN
,
NY
11219
NC
CHARITABLE PURPOSES
680
NACHLAS SHIMON
700 E 4TH ST
BROOKLYN
,
NY
11218
NC
CHARITABLE PURPOSES
2,000
NCFJE
824 EASTERN PARKWAY
BROOKLYN
,
NY
11213
NC
CHARITABLE PURPOSES
15,860
OAE PINSK KARLIN
1054 43 STREET
BROOKLYN
,
NY
11219
NC
CHARITABLE PURPOSES
18,000
OASIS RETREATS
C/O 9 MELANEY DRIVE
MONSEY
,
NY
10952
NC
CHARITBALE PURPOSES
250
OHR SHALOM V'CHESSED
285 DIVISION AVE
NEW YORK
,
NY
11211
NC
CHARITABLE PURPOSES
180
OHR V'DAAS
PO BOX 540
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
26,500
OHR ZARUA
127 E 82ND ST
NEW YORK
,
NY
10028
NC
CHARITABLE PURPOSES
1,000
OJC FUND
1303 53RD ST
BROOKLYN
,
NY
11219
NC
CHARITABLE PURPOSES
51,050
OTHERS UNDER 2500 PER GRANT
C/O 9 MELANEY DRIVE
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
65,895
OUR PLACE
PO BOX 297187
BROOKLYN
,
NY
11229
NC
CHARITABLE PURPOSES
2,500
OZER DALIM
1301 AVENUE K
BROOKLYN
,
NY
11230
NC
CHARITABLE PURPOSES
460
PASSAIC TORAH INSTITUTE
441 PASSAIC AVE
PASSAIC
,
NY
07055
NC
CHARITABLE PURPOSES
360
PEF ISRAEL ENDOWMENT FUND
631 3RD AVE 15TH
NEW YORK
,
NY
10017
NC
CHARITABLE PURPOSES
1,000
RAMAPO DEMOCRATIC COMMITTEE
C/O 9 MELANEY DRIVE
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
5,000
REFUAH V'SIMCHA
1072 MADISON AVE STE D3
LAKEWOOD
,
NJ
08701
NC
CHARITABLE PURPOSES
500
RELIEF RESOURCES
5904 13TH AVENUE
BROOKLYN
,
NY
11219
NC
CHARITABLE PURPOSES
18,000
SHALOM TORAH CENTERS
70 AMBOY RD
MORGANVILLE
,
NJ
07751
NC
CHARITABLE PURPOSES
10,000
SHEARIT JOSEPH
138 IRIS ROAD
LAKEWOOD
,
NJ
08701
NC
CHARITABLE PURPOSES
500
SHLUCHEI MITZVAH
C/O 9 MELANEY DRIVE
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
180
TAG OF ROCKLAND
401 W RTE 59 3
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
500
TA'HAREINU
78 BUCHANAN LANE
SPRING VALLEY
,
NY
10977
NC
CHARITABLE PURPOSES
5,000
TALMUDIC RESEARCH CENTER
55 ASCENSION ST SUITE A
PASSAIC
,
NJ
07055
NC
CHARITABLE PURPOSES
10,000
TOMCHEI SHABBOS OF ROCKLAND COUNTY
PO BOX 848
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
57,500
TOMCHEI TZEDOKO CORP
17 BRIDGEWOOD AVE
LAKEWOOD
,
NJ
08701
NC
CHARITABLE PURPOSES
2,000
TORAH U'MESORAH
621 FOSTER AVENUE
TH FLOOR
,
NY
11230
NC
CHARITABLE PURPOSES
402,000
TORAS CHESSED
C/O 9 MELANEY DRIVE
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
180
VAAD HATZLALAH FOR UKRANIAN JEWS
42 BROADWAY
NEW YORK
,
NY
10004
NC
CHARITABLE PURPOSES
100,000
VHAAREV NA
17 JON LEIF LANE
CHESTNUT RIDGE
,
NY
10977
NC
CHARITABLE PURPOSES
3,600
YAD CHAYA
72-32 136TH ST
QUEENS
,
NY
11367
NC
CHARITABLE PURPOSES
1,000
YAD MOSHE
1521 39TH STREET
BROOKLYN
,
NY
11218
NC
CHARITABLE PURPOSES
58,500
YESHIVA AHAVAS YAKOV
1303 53RD STREET
BROOKLYN
,
NY
11219
NC
CHARITABLE PURPOSES
96,000
YESHIVA AVIR YAAKOV
38 WASHINGTON AVENUE
SPRING VALLEY
,
NY
10977
NC
CHARITABLE PURPOSES
1,800
YESHIVA BAIS DOVID
22 W MAPLE AVE
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
2,000
YESHIVA BAIS SHRAGA
28 SADDLE RIVER RD
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
1,800
YESHIVA DARCHEI TORAH
257 BEACH 17TH ST
FAR ROCKAWAY
,
NY
11691
NC
CHARITABLE PURPOSES
5,000
YESHIVA GEDOLA KESSER TORAH
50 CEDAR LN
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
8,600
YESHIVA GEDOLA OF PASSAIC
35 ASCENSION ST
PASSAIC PARK
,
NJ
07055
NC
CHARITABLE PURPOSES
1,000
YESHIVA GEDOLAH OF SOUTH MONSEY
260 SADDLE RIVER ROAD
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
5,000
YESHIVA MEOR HATORAH
PO BOX 428
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
25,000
YESHIVA MEOR YITZCHOK
65 DYKSTRAS WAY E
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
81,000
YESHIVA OF SPRING VALLEY
122 COLLEGE RD
SUFFERN
,
NY
10901
NC
CHARITABLE PURPOSES
31,000
YESHIVA OHR TORAH
360 ROUTE 306
MONSEY
,
NY
10952
NC
CHARITABLE PURPOSES
750
YESHIVA OHR V'DAAS
973 CHESTNUT RIDGE RD
SPRING VALLEY
,
NY
10977
NC
CHARITABLE PURPOSES
18,000
YESHIVA RSR HIRSCH
94 BENNETT AVE
NEW YORK
,
NY
10033
NC
CHARITABLE PURPOSES
70,100
YESHIVA SHAAREI ARUZIM
36 SKY MEADOW RD
SUFFERN
,
NY
10901
NC
CHARITABLE PURPOSES
10,000
YESHIVA TIFERES CHAIM
1802 AVE O
BROOKLYN
,
NY
11230
NC
CHARITABLE PURPOSES
3,600
YESHIVA TORAS ZEV
1508 PARKSIDE DR
LAKEWOOD
,
NJ
08701
NC
CHARITABLE PURPOSES
5,000
YESHIVAS MIR
5227 NEW UTRECHT AVENUE
BROOKLYN
,
NY
11219
NC
CHARITABLE PURPOSES
118,000
YESHIVAS OHR NAFTOLI
701 BLOOMING GROVE TURNPIKE
NEW WINDSOR
,
NY
12553
NC
CHARITABLE PURPOSES
101,000
YESHIVAS OHR V'DAAS
972 CHESTNUT RIDGE RD
SPRING VALLEY
,
NY
10977
NC
CHARITABLE PURPOSES
7,500
YESHIVAS ORCHOS CHAIM
1 CHERNOBYL CT UNIT 301
MONROE
,
NY
10950
NC
CHARITABLE PURPOSES
3,800
YOUNG ISRAEL OF MEMPHIS
531 S YATES RD
MEMPHIS
,
TN
38120
NC
CHARITABLE PURPOSES
3,600
ZICHRON AVROHOM V'ESTHER
PO BOX 725
TALLMAN
,
NY
10982
NC
CHARITABLE PURPOSES
13,000
ZICHRON MENACHEM
51 WEST 47TH STREET SUITE 2100
NEW YORK CITY
,
NY
10036
NC
CHARITABLE PURPOSES
3,540
ZICHRON YISROEL
121 E 9TH ST
LAKEWOOD
,
NJ
08701
NC
CHARITABLE PURPOSES
501
Total
.................................
3a
2,956,021
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2023)
Form 990-PF (2023)
Page
12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
25,895
4
Dividends and interest from securities
....
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not 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
............
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
0
25,895
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
25,895
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
3
INTEREST ON SAVINGS
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?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2023)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description
-
TIN:
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Attach to Form 990, 990-EZ, or 990-PF.
Go to
www.irs.gov/Form990
for the latest information.
OMB No. 1545-0047
20
23
Name of the organization
THE WEISKOPF FAMILY FOUNDATION
Employer identification number
83-6588178
Organization type
(check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)(
) (enter number) organization
4947(a)(1) nonexempt charitable trust
not
treated as a private foundation
527 political organization
Form 990-PF
501(c)(3) exempt private foundation
4947(a)(1) nonexempt charitable trust treated as a private foundation
501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33
1
/3
% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of
(1)
$5,000 or
(2)
2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000
exclusively
for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions
exclusively
for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an
exclusively
religious, charitable, etc., purpose. Don't complete any of the parts unless the
General Rule
applies to this organization because it received
nonexclusively
religious, charitable, etc., contributions totaling $5,000 or more during the year
.........
$
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. 30613X
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page
2
Name of organization
THE WEISKOPF FAMILY FOUNDATION
Employer identification number
83-6588178
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
JEFFREY AND ELISHEVA WEISKOPF
9 MELANEY DRIVE
MONSEY
,
NY
10952
$
2,146,000
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
$
Person
Payroll
Noncash
(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page
3
Name of organization
THE WEISKOPF FAMILY FOUNDATION
Employer identification number
83-6588178
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 WEISKOPF FAMILY FOUNDATION
Employer identification number
83-6588178
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.)
$
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:
-
TIN:
TY 2023 InvestmentsGovtObligationsSch
Name:
THE WEISKOPF FAMILY FOUNDATION
EIN:
83-6588178
US Government Securities - End of Year Book Value:
1,025,747
US Government Securities - End of Year Fair Market Value:
1,025,747
State & Local Government Securities - End of Year Book Value:
0
State & Local Government Securities - End of Year Fair Market Value:
0