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
STRAUSS FOUNDATION TD
 
Number and street (or P.O. box number if mail is not delivered to street address)6325 S RAINBOW BLVD STE 300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAS VEGAS, NV89118
A Employer identification number

23-6219939
B Telephone number (see instructions)

(800) 352-3705
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$39,429,089J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 847,212 847,212  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,415,280
b Gross sales price for all assets on line 6a 5,637,789
7 Capital gain net income (from Part IV, line 2)... 1,415,280
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)....... Click to see attachment
List of Attached Documents:
// Content
1,041    
12 Total. Add lines 1 through 11........ 2,263,533 2,262,492  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 199,177 149,383   49,794
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
30,000 0 0 30,000
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,106 0 0 1,106
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
37,193     37,193
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
42,417 8,707   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
720 720    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 310,613 158,810 0 118,093
25 Contributions, gifts, grants paid....... 1,679,450 1,679,450
26 Total expenses and disbursements. Add lines 24 and 25 1,990,063 158,810 0 1,797,543
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 273,470
b Net investment income (if negative, enter -0-) 2,103,682
c Adjusted net income (if negative, enter -0-)... 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.............   1,342 1,342
2 Savings and temporary cash investments......... 1,049,897 1,434,751 1,434,751
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
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 arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule)....... 11,786,482 Click to see attachment
List of Attached Documents:
// Content
12,093,880 		11,372,688
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).......... 20,058,051 Click to see attachment
List of Attached Documents:
// Content
19,647,466 		26,620,308
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 32,894,430 33,177,439 39,429,089
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
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........ 32,894,430 33,177,439
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)..... 32,894,430 33,177,439
30 Total liabilities and net assets/fund balances (see instructions). 32,894,430 33,177,439
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
32,894,430
2
Enter amount from Part I, line 27a .....................
2
273,470
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
13,318
4
Add lines 1, 2, and 3 ..........................
4
33,181,218
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
3,779
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
33,177,439
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 120000. CAPITAL ONE FINANCIA 3.200% 1/30/23   2019-09-26 2023-01-03
b 14577.71 CNH EQUIPMENT TRUST 3.220% 1/15/26   2020-04-07 2023-01-15
c 7442.46 CNH EQUIPMENT TRUST 2.520% 8/15/24   2020-04-16 2023-01-15
d 204.42 FED HOME LN MTG CORP 3.000% 8/15/44   2016-05-19 2023-01-15
e 100000. KINDER MORGAN INC 3.150% 1/15/23   2019-09-26 2023-01-15
214.71 GOVT NATL MTG ASSN 3.000% 7/20/40   2014-09-24 2023-01-20
1493.875 ARTISAN SMALL CAP FUND-INS #2452   2021-02-25 2023-02-09
4636.99 F&T BHVRL SM CAP EQ-R6 #5158   2019-04-16 2023-02-09
7069.136 HARBOR CAPITAL APPREC-RET #2512   2004-09-15 2023-02-09
2490. SPDR DOW JONES REIT ETF   2008-11-18 2023-02-09
1291.322 AS SPECIAL SM CAP VAL - R6 4667   2022-08-19 2023-02-09
62178.01 CNH EQUIPMENT TRUST 3.220% 1/15/26   2020-04-07 2023-02-15
5361.4 CNH EQUIPMENT TRUST 2.520% 8/15/24   2020-04-16 2023-02-15
561.6 FHLMC POOL #J26469 3.500% 11/01/28   2013-12-12 2023-02-15
168.13 FED HOME LN MTG CORP 3.000% 8/15/44   2016-05-19 2023-02-15
100000. US TREASURY NOTE 1.500% 9/30/24   2021-10-04 2023-02-16
238.57 GOVT NATL MTG ASSN 3.000% 7/20/40   2014-09-24 2023-02-20
620.04 FNMA POOL MA4045 2.000% 6/01/40   2020-05-06 2023-02-25
50000. US TREASURY NOTE 1.500% 9/30/24   2022-08-23 2023-03-03
150000. US TREASURY NOTE 1.500% 9/30/24   2021-10-04 2023-03-03
135803.9 VR GS MORTGAGE SECUR 3.871% 7/10/46   2014-08-04 2023-03-10
100000. ENTERPRISE PRODUCTS 3.350% 3/15/23   2014-04-25 2023-03-15
563.6 FHLMC POOL #J26469 3.500% 11/01/28   2013-12-12 2023-03-15
173.66 FED HOME LN MTG CORP 3.000% 8/15/44   2016-05-19 2023-03-15
196.7 GOVT NATL MTG ASSN 3.000% 7/20/40   2014-09-24 2023-03-20
449.69 FNMA POOL MA4045 2.000% 6/01/40   2020-05-06 2023-03-25
9196.1 VR GS MORTGAGE SECUR 3.871% 7/10/46   2014-08-04 2023-04-13
565.59 FHLMC POOL #J26469 3.500% 11/01/28   2013-12-12 2023-04-15
197.02 FED HOME LN MTG CORP 3.000% 8/15/44   2016-05-19 2023-04-15
193.23 GOVT NATL MTG ASSN 3.000% 7/20/40   2014-09-24 2023-04-20
573.82 FNMA POOL MA4045 2.000% 6/01/40   2020-05-06 2023-04-25
120000. BOEING CO 4.508% 5/01/23   2021-11-01 2023-05-01
567.61 FHLMC POOL #J26469 3.500% 11/01/28   2013-12-12 2023-05-15
237.42 FED HOME LN MTG CORP 3.000% 8/15/44   2016-05-19 2023-05-15
60000. PUB SVC ELEC & GAS 2.375% 5/15/23   2013-05-07 2023-05-15
218.67 GOVT NATL MTG ASSN 3.000% 7/20/40   2014-09-24 2023-05-20
518.97 FNMA POOL MA4045 2.000% 6/01/40   2020-05-06 2023-05-25
300000. US TREASURY NOTE 1.625% 2/15/26   2016-12-07 2023-05-30
135000. GLOBAL PAYMENTS INC 1.200% 3/01/26   2021-03-25 2023-06-09
300000. US TREASURY NOTE 2.000% 8/15/25   2015-09-11 2023-06-09
569.63 FHLMC POOL #J26469 3.500% 11/01/28   2013-12-12 2023-06-15
254.38 FED HOME LN MTG CORP 3.000% 8/15/44   2016-05-19 2023-06-15
201.98 GOVT NATL MTG ASSN 3.000% 7/20/40   2014-09-24 2023-06-20
534.97 FNMA POOL MA4045 2.000% 6/01/40   2020-05-06 2023-06-25
120000. NORTH CAROLINA ST ES 3.808% 7/01/23   2015-07-16 2023-07-01
808.3 FHLMC POOL #J26469 3.500% 11/01/28   2013-12-12 2023-07-15
211.41 FED HOME LN MTG CORP 3.000% 8/15/44   2016-05-19 2023-07-15
115000. SUMITOMO MITSUI FINL 3.748% 7/19/23   2019-03-14 2023-07-19
485.57 FNMA POOL MA4045 2.000% 6/01/40   2020-05-06 2023-07-25
930.744 DODGE & COX STOCK FUND #145   2022-08-19 2023-08-11
15410.959 FIDELITY NEW MRKTS INC-Z #3323   2011-12-16 2023-08-11
5865.103 HARBOR CAPITAL APPREC-RET #2512   2004-09-15 2023-08-11
2410. ISHARES RUSSELL MID-CAP GROWTH   2011-11-10 2023-08-11
22360.248 PIMCO EMERG MKTS BD-INST 137   2011-12-16 2023-08-11
11086.475 PRINCIPAL MIDCAP FUND-R6 #4268   2019-11-11 2023-08-11
4129. SPDR DOW JONES REIT ETF   2008-11-18 2023-08-11
574.5 FHLMC POOL #J26469 3.500% 11/01/28   2013-12-12 2023-08-15
187.47 FED HOME LN MTG CORP 3.000% 8/15/44   2016-05-19 2023-08-15
573.21 FNMA POOL MA4045 2.000% 6/01/40   2020-05-06 2023-08-25
560.88 FHLMC POOL #J26469 3.500% 11/01/28   2013-12-12 2023-09-15
239.72 FED HOME LN MTG CORP 3.000% 8/15/44   2016-05-19 2023-09-15
471.04 FNMA POOL MA4045 2.000% 6/01/40   2020-05-06 2023-09-25
75000. CUMMINS INC 3.650% 10/01/23   2018-06-08 2023-10-01
562.88 FHLMC POOL #J26469 3.500% 11/01/28   2013-12-12 2023-10-15
190.01 FED HOME LN MTG CORP 3.000% 8/15/44   2016-05-19 2023-10-15
550.49 FNMA POOL MA4045 2.000% 6/01/40   2020-05-06 2023-10-25
100000. MCDONALD'S CORP 3.700% 1/30/26   2017-10-16 2023-11-08
686.95 FHLMC POOL #J26469 3.500% 11/01/28   2013-12-12 2023-11-15
180.61 FED HOME LN MTG CORP 3.000% 8/15/44   2016-05-19 2023-11-15
413.98 FNMA POOL MA4045 2.000% 6/01/40   2020-05-06 2023-11-25
100000. BLACK HILLS CORP 4.250% 11/30/23   2013-12-09 2023-11-30
680.67 FHLMC POOL #J26469 3.500% 11/01/28   2013-12-12 2023-12-15
140.27 FED HOME LN MTG CORP 3.000% 8/15/44   2016-05-19 2023-12-15
484.42 FNMA POOL MA4045 2.000% 6/01/40   2020-05-06 2023-12-25
564.53 FHLMC POOL #J26469 3.500% 11/01/28   2013-12-12 2023-12-31
469.06 FNMA POOL MA4045 2.000% 6/01/40   2020-05-06 2023-12-31
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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(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 120,000   123,222 -3,222
b 14,578   15,135 -557
c 7,442   7,577 -135
d 204   212 -8
e 100,000   102,360 -2,360
215   218 -3
50,000   80,281 -30,281
175,000   117,038 57,962
500,000   183,631 316,369
238,867   78,850 160,017
50,000   52,505 -2,505
62,178   64,553 -2,375
5,361   5,458 -97
562   588 -26
168   174 -6
94,898   102,980 -8,082
239   242 -3
620   634 -14
47,342   48,246 -904
142,025   154,471 -12,446
135,804   143,501 -7,697
100,000   98,561 1,439
564   590 -26
174   180 -6
197   200 -3
450   460 -10
9,196   9,717 -521
566   592 -26
197   204 -7
193   196 -3
574   587 -13
120,000   125,764 -5,764
568   594 -26
237   246 -9
60,000   59,809 191
219   222 -3
519   531 -12
280,219   300,058 -19,839
120,084   132,686 -12,602
284,660   297,801 -13,141
570   596 -26
254   263 -9
202   205 -3
535   547 -12
120,000   120,000  
808   846 -38
211   219 -8
115,000   118,824 -3,824
486   497 -11
220,000   215,635 4,365
180,000   237,877 -57,877
500,000   152,355 347,645
229,970   66,717 163,253
180,000   247,931 -67,931
400,000   329,291 70,709
374,323   130,752 243,571
575   601 -26
187   194 -7
573   586 -13
561   587 -26
240   248 -8
471   482 -11
75,000   75,971 -971
563   589 -26
190   197 -7
550   563 -13
96,491   105,710 -9,219
687   719 -32
181   187 -6
414   423 -9
100,000   99,600 400
681   712 -31
140   145 -5
484   495 -11
565   591 -26
469   480 -11
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
      312,288
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       -3,222
b       -557
c       -135
d       -8
e       -2,360
      -3
      -30,281
      57,962
      316,369
      160,017
      -2,505
      -2,375
      -97
      -26
      -6
      -8,082
      -3
      -14
      -904
      -12,446
      -7,697
      1,439
      -26
      -6
      -3
      -10
      -521
      -26
      -7
      -3
      -13
      -5,764
      -26
      -9
      191
      -3
      -12
      -19,839
      -12,602
      -13,141
      -26
      -9
      -3
      -12
       
      -38
      -8
      -3,824
      -11
      4,365
      -57,877
      347,645
      163,253
      -67,931
      70,709
      243,571
      -26
      -7
      -13
      -26
      -8
      -11
      -971
      -26
      -7
      -13
      -9,219
      -32
      -6
      -9
      400
      -31
      -5
      -11
      -26
      -11
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 1,415,280
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 29,241
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 29,241
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 29,241
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 29,088
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 29,088
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 153
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowPA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowWELLS FARGO BANK NA Telephone no.right arrow (800) 352-3705

Located atright arrow100 N MAIN ST FL 5D4001-052LAS VEGASNV ZIP+4right arrow89118
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
WELLS FARGO BANK N A TRUSTEE
1 		199,177    
100 N MAIN ST FL 5D4001-052
WINSTONSALEM,NC27101
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
36,345,663
b
Average of monthly cash balances.......................
1b
986,213
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
37,331,876
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
37,331,876
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
559,978
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
36,771,898
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,838,595
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
1,838,595
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
29,241
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
29,241
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,809,354
4
Recoveries of amounts treated as qualifying distributions................
4
8,000
5
Add lines 3 and 4............................
5
1,817,354
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
1,817,354
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
1,797,543
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,797,543
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 1,817,354
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 65,603
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,797,543
a Applied to 2022, but not more than line 2a 65,603
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 1,731,940
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		85,414
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
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).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

BRIDGTON HOSPITAL

10 HOSPITAL DR
BRIDGTON,ME040091148 		NONE PC GENERAL OPERATING 1,000

LEVEY DAY SCHOOL

400 DEERING AVENUE
PORTLAND,ME041030000 		NONE PC GENERAL OPERATING 1,000

INSTITUTE FOR HUMANE EDUCATION

PO BOX 260
SURRY,ME046840260 		NONE PC GENERAL OPERATING 5,000

HARRISON VILLAGE LIBRARY

PO BOX 597
HARRISON,ME04040 		NONE PC GENERAL OPERATING 3,000

NAPLES PUBLIC LIBRARY

940 ROOSEVELT TRAIL
NAPLES,ME040550000 		NONE PC GENERAL OPERATING 1,000

STEPHEN SILLER TUNNEL TO TOWERS FOUNDATI

2361 HYLAN BLVD
STATEN ISLAND,NY103063159 		NONE PC GENERAL OPERATING 5,000

FOUNDATION FOR INDIVIDUAL RIGHTS AND EXP

510 WALNUT ST STE 1250
PHILADELPHIA,PA191063622 		NONE PC GENERAL OPERATING 5,000

TEMPLE ISRAEL WESTPORT INC

14 COLEYTOWN RD
WESTPORT,CT068801525 		NONE PC GENERAL OPERATING 30,000

CANCER SUPPORT COMMUNITY OF PHILADELPHIA

4100 S CHAMOUNIX DR
PHILADELPHIA,PA19131 		NONE PC GENERAL OPERATING 35,000

CONGREGATION BET HA'AM

81 WESTBROOK ST
PORTLAND,OR04106 		NONE PC GENERAL OPERATING 12,000

TEMPLE HILLELSOUTHSIDE JEWISH CENTER INC

1000 ROSEDALE RD
VALLEY STREAM,NY115812703 		NONE PC GENERAL OPERATING 10,000

METROPOLITAN OPERA ASSOCIATION INC

30 LINCOLN CENTER
NEW YORK,NY100236922 		NONE PC GENERAL OPERATING 150,000

AMERICAN FRIENDS OF MAGEN DAVID ADOM

20 W 36TH ST STE 1100
NEW YORK,NY100189784 		NONE PC GENERAL OPERATING 15,000

MEMORIAL SLOANKETTERING CANCER CENTER

633 THIRD AVE FINANCE 4TH FLR
NEW YORK,NY100170000 		NONE PC GENERAL OPERATING 2,000

CANCER RESEARCH FUND OF THE DAMON RUNYON

1 EXCHANGE PLZ STE 302
NEW YORK,NY100063720 		NONE PC GENERAL OPERATING 7,500

ROBERT F KENNEDY CENTER FOR JUSTICE AND

1300 19TH STREET NW 750
WASHINGTON,DC200360000 		NONE PC GENERAL OPERATING 42,000

FRIENDS OF THE ISRAEL DEFENSE FORCES

60 EAST 42ND STREET
NEW YORK,NY101650015 		NONE PC GENERAL OPERATING 29,000

ASIA SOCIETY

725 PARK AVE
NEW YORK,NY100215025 		NONE PC GENERAL OPERATING 15,000

COVENANT HOUSE CALIFORNIA

1325 N WESTERN AVE
LOS ANGELES,CA900275615 		NONE PC GENERAL OPERATING 500

STORYVILLE CENTER FOR THE SPOKEN WORD IN

75 BROAD ST STE 2601
NEW YORK,NY100042482 		NONE PC GENERAL OPERATING 500

PUPPIES BEHIND BARS INC

263 WEST 38TH STREET 4TH FLOOR
NEW YORK,NY100184483 		NONE PC GENERAL OPERATING 1,000

BIRTHRIGHT ISRAEL FOUNDATION

711 THIRD AVENUE 10TH FL
NEW YORK,NY100170000 		NONE PC GENERAL OPERATING 5,000

AMERICAN JEWISH COMMITTEE

165 EAST 56TH STREET
NEW YORK,NY100220000 		NONE PC GENERAL OPERATING 5,000

DELAWARE VALLEY ARTS ALLIANCE INC

PO BOX 170
NARROWSBURG,NY127640170 		NONE PC GENERAL OPERATING 1,000

CHILD ADVOCACY CENTER OF MONTGOMERY COUN

180 W GERMANTOWN PIKE SUITE 1
EAST NORRITON,PA194011378 		NONE PC GENERAL OPERATING 15,000

LA SENORA RESEARCH INSTITUTE INC

560 E CHANNEL RD
SANTA MONICA,CA904020000 		NONE PC GENERAL OPERATING 5,000

GO CAMPAIGN

2309 SANTA MONICA BLVD 437
SANTA MONICA,CA904042040 		NONE PC GENERAL OPERATING 43,750

JEWISH FEDERATION OF SOUTHERN NEW JERSEY

1301 SPRINGDALE RD
CHERRY HILL,NJ080032763 		NONE PC GENERAL OPERATING 10,500

SALVATION ARMY NATIONAL CORP

615 SLATERS LN
ALEXANDRIA,VA223141112 		NONE PC GENERAL OPERATING 5,000

CAMP SUNSHINE AT SEBAGO LAKE INC

35 ACADIA RD
CASCO,ME040153655 		NONE PC GENERAL OPERATING 5,000

DEERTREES THEATRE LIMITED

156 DEERTREES ROAD
HARRISON,ME040400000 		NONE PC GENERAL OPERATING 5,000

CHABAD LUBAVITCH OF WESTPORT

79 NEWTOWN TPKE
WESTPORT,CT068801845 		NONE PC GENERAL OPERATING 7,000

PENNSYLVANIA SOCIETY FOR THE PREVENTION

350 EAST ERIE AVENUE
PHILADELPHIA,PA191340000 		NONE PC GENERAL OPERATING 10,000

BALDWIN SCHOOL

701 MONTGOMERY AVENUE
BRYN MAWR,PA190100000 		NONE PC GENERAL OPERATING 15,000

EPISCOPAL ACADEMY

1785 BISHOP WHITE DR
NEWTOWN SQ,PA190731300 		NONE PC GENERAL OPERATING 10,000

LAKES ENVIRONMENT ASSOCIATION

230 MAIN ST
BRIDGTON,ME040091245 		NONE PC GENERAL OPERATING 6,500

GUIDE DOGS OF THE DESERT

60735 DILLON RD
WHITEWATER,CA922823014 		NONE PC GENERAL OPERATING 1,000

MUSIC CENTER FOUNDATION

135 NORTH GRAND AVE
LOS ANGELES,CA900123013 		NONE PC GENERAL OPERATING 2,000

HERITAGE FOUNDATION

214 MASSACHUSETTS AVE NE
WASHINGTON,DC200024958 		NONE PC GENERAL OPERATING 5,000

PALM SPRINGS FRIENDS OF PHILHARMONIC

PO BOX 12770
PALM DESERT,CA922552770 		NONE PC GENERAL OPERATING 3,000

DIADAMES OF THE CHILD CARE LEAGUE

470 WARNER AVE
LOS ANGELES,CA900242563 		NONE PC GENERAL OPERATING 950

SUMNER STATION FOUNDATION A NEWJERSEY NO

CO PVGC 1 EAST ATLANTIC AVE
PINE VALLEY,NJ080210000 		NONE PC GENERAL OPERATING 6,000

MERCY SHIPS

PO BOX 2020
GARDEN VALLEY,TX757712020 		NONE PC GENERAL OPERATING 1,000

CROSSWALK COMMUNITY OUTREACH

PO BOX 64
NAPLES,ME040550064 		NONE PC GENERAL OPERATING 1,500

RESTORE WORLDWIDE

435 N ROXBURY DR STE 205
BEVERLY HILLS,CA902100000 		NONE PC GENERAL OPERATING 10,000

AUTISM ALLIANCE OF MICHIGAN

26913 NORTHWESTERN HIGHWAY
SOUTHFIELD,MI480334715 		NONE PC GENERAL OPERATING 2,500

PRAGER UNIVERSITY FOUNDATION

15021 VENTURA BLVD
SHERMAN OAKS,CA914032442 		NONE PC GENERAL OPERATING 10,000

LOS ANGELES FIRE DEPARTMENT FOUNDATION

1700 STADIUM WAY SUITE 100
LOS ANGELES,CA900121404 		NONE PC GENERAL OPERATING 1,000

MUSIC MEMORY INC

160 FIRST ST
MINEOLA,NY115015007 		NONE PC GENERAL OPERATING 750

PROJECT VERITAS

1214 W BOSTON POST ROAD NO148
MAMARONECK,NY105433332 		NONE PC GENERAL OPERATING 10,000

BUCKLEY INSTITUTE INC

234 CHURCH ST 7TH FLOOR
NEW HAVEN,CT065101804 		NONE PC GENERAL OPERATING 5,500

VIP COMMUNITY MENTAL HEALTH CENTER INC

1721 GRIFFIN AVE
LOS ANGELES,CA900313312 		NONE PC GENERAL OPERATING 5,000

GLOBALGIVING FOUNDATION INC

1 THOMAS CIRCLE 800
WASHINGTON,DC200050000 		NONE PC GENERAL OPERATING 10,000

SOUTH FLORIDA PROF GOLF ASSOC CHARITABLE

7201 GEORGIA AVE
WEST PALM BCH,FL334054508 		NONE PC GENERAL OPERATING 1,000

LESEA GLOBAL FEED THE HUNGRY INC

61300 IRONWOOD RD
SOUTH BEND,IN466149019 		NONE PC GENERAL OPERATING 5,000

TREE ACADEMY

8628 HOLLOWAY DR
W HOLLYWOOD,CA900692304 		NONE PC GENERAL OPERATING 4,700

HABITAT FOR HUMANITY INTERNATIONAL INC

72680 DINAH SHORE DRIVE
PALM DESERT,CA922110802 		NONE PC GENERAL OPERATING 3,000

SCRIPPS RESEARCH INSTITUTE

10550 N TORREY PINES RD
LA JOLLA,CA920371000 		NONE PC GENERAL OPERATING 5,000

OUR HOUSE GRIEF SUPPORT CENTER

3415 S SEPULVEDA BLVD 120
LOS ANGELES,CA900340000 		NONE PC GENERAL OPERATING 2,000

HOFFMAN INSTITUTE FOUNDATION

1299 4TH ST PH 600
SAN RAFAEL,CA949013033 		NONE PC GENERAL OPERATING 11,000

AMERICAN CAMPING ASSOCIATION INC

5000 STATE ROAD 67 NORTH
MARTINSVILLE,IN461510000 		NONE PC GENERAL OPERATING 2,000

EDCHOICE INC

111 MONUMENT CIR STE 2650
INDIANAPOLIS,IN462045102 		NONE PC GENERAL OPERATING 1,000

LOST OUR HOME PET FOUNDATION INC

2323 S HARDY DR
TEMPE,AZ852821913 		NONE PC GENERAL OPERATING 2,500

RANCHO MIRAGE WRITERS FESTIVAL

68925 HWY 111
RANCHO MIRAGE,CA922700000 		NONE PC GENERAL OPERATING 5,000

HILLSDALE COLLEGE

33 E COLLEGE ST
HILLSDALE,MI492421205 		NONE PC GENERAL OPERATING 1,000

MICHIGAN DENTAL ASSOCIATION FOUNDATION

3657 OKEMOS RD 200
OKEMOS,MI488640000 		NONE PC GENERAL OPERATING 5,000

THE HEART FOUNDATION

31822 VILLAGE CENTER RD STE 208
WESTLAKE VLG,CA913614330 		NONE PC GENERAL OPERATING 15,000

BEVERLY HILLS PERFORMING ARTS CENTER INC

8440 WILSHIRE BLVD 8TH FLOOR
BEVERLY HILLS,CA902110000 		NONE PC GENERAL OPERATING 5,000

DAILY CALLER NEWS FOUNDATION

1775 EYE STREET NW
WASHINGTON,DC200062402 		NONE PC GENERAL OPERATING 300

PAWS FOR PURPLE HEARTS

10201 OLD REDWOOD HWY
PENNGROVE,CA949519671 		NONE PC GENERAL OPERATING 5,000

ASPEN STRATEGY CENTER

2259 SNOWMASS CREEK RD
SNOWMASS,CO816549118 		NONE PC GENERAL OPERATING 45,550

BRADLEY IMPACT FUND INC

1400 N WATER STREET 300
MILWAUKEE,WI532020000 		NONE PC GENERAL OPERATING 5,000

CAREYES FOUNDATION

2632 WILSHIRE BLVD 277
SANTA MONICA,CA904034623 		NONE PC GENERAL OPERATING 5,000

DANIEL B ALLANOFF FOUNDATION INC

117 QUARRY ST APT 2
PHILADELPHIA,PA191062047 		NONE PC GENERAL OPERATING 5,000

FFWD

1002A OREILLY AVE
SAN FRANCISCO,CA941291101 		NONE PC GENERAL OPERATING 9,500

A SENSE OF HOME

3457 W EL SEGUNDO BLVD A
HAWTHORNE,CA902500000 		NONE PC GENERAL OPERATING 6,000

CALIFORNIA PAWS RESCUE

73650 DINAH SHORE DR
PALM DESERT,CA922110809 		NONE PC GENERAL OPERATING 1,500

OCEANA INC

1025 CT AVENUE NW 200
WASHINGTON,DC200360000 		NONE PC GENERAL OPERATING 3,000

AMERICAN COUNCIL OF TRUSTEES AND ALUMNI

1730 M ST NW STE 600
WASHINGTON,DC200364557 		NONE PC GENERAL OPERATING 1,000

JUDICIAL WATCH INC

425 THIRD ST SW STE 800
WASHINGTON,DC200240000 		NONE PC GENERAL OPERATING 5,000

CARNEGIE INSTITUTION OF WASHINGTON

5251 BROAD BRANCH RD NW
WASHINGTON,DC200151305 		NONE PC GENERAL OPERATING 5,000

GREATER MIAMI JEWISH FEDERATION

4200 BISCAYNE BLVD
MIAMI,FL331373246 		NONE PC GENERAL OPERATING 10,000

FLORIDA ATLANTIC UNIVERSITY FOUNDATION I

777 GLADES ROAD ADM 295
BOCA RATON,FL33431 		NONE PC GENERAL OPERATING 145,000

JEWISH FEDERATION OF PALM BEACH COUNTY I

1 HARVARD CIR STE 100
WEST PALM BCH,FL334091905 		NONE PC GENERAL OPERATING 1,800

THE PALM BEACH SYMPHONY SOCIETY INC

400 HIBISCUS STREET 100
WEST PALM BEACH,FL334015822 		NONE PC GENERAL OPERATING 25,000

BOCA RATON REGIONAL HOSPITAL FOUNDATION

800 MEADOWS RD
BOCA RATON,FL334862304 		NONE PC GENERAL OPERATING 116,000

JEWISH COMMUNITY ALLIANCE INC

8505 SAN JOSE BLVD
JACKSONVILLE,FL322174225 		NONE PC GENERAL OPERATING 17,000

ST JUDE CHILDRENS RESEARCH HOSPITAL INC

262 DANNY THOMAS PL
MEMPHIS,TN381053678 		NONE PC GENERAL OPERATING 3,000

CHILDRENS GOLF FOUNDATION INC

7301 NORTH HAVERHILL ROAD
RIVIERA BEACH,FL334070000 		NONE PC GENERAL OPERATING 1,000

PLACE OF HOPE INC

9078 ISAIAH LN
WEST PALM BCH,FL334184637 		NONE PC GENERAL OPERATING 500

WOMEN OF TOMORROW MENTOR AND SCHOLARSHIP

8400 NW 36TH ST STE 450
DORAL,FL331666606 		NONE PC GENERAL OPERATING 7,500

RUTH AND NORMAN RALES JEWISH FAMILY SERV

21300 RUTH AND BARON COL
BOCA RATON,FL334280000 		NONE PC GENERAL OPERATING 22,000

BROADWAY DALLAS INC

909 1ST AVENUE
DALLAS,TX752100000 		NONE PC GENERAL OPERATING 11,500

EDUCATIONAL FIRST STEPS

2815 GASTON AVE
DALLAS,TX752261306 		NONE PC GENERAL OPERATING 30,000

BUCKNER CHILDREN AND FAMILY SERVICES INC

700 N PEARL ST STE 1200
DALLAS,TX752017405 		NONE PC GENERAL OPERATING 5,000

CASA PACIFICA CENTERS FOR CHILDREN AND F

1722 S LEWIS RD
CAMARILLO,CA930128520 		NONE PC GENERAL OPERATING 2,500

SAN FRANCISCO FORTY NINERS FOUNDATION

4949 MARIE P DEBARTOLO WAY
SANTA CLARA,CA950541156 		NONE PC GENERAL OPERATING 7,000

BEVERLY HILLS ROTARY COMMUNITY FOUNDATIO

11601 WILSHIRE BLVD 5TH FL 546
LOS ANGELES,CA900250509 		NONE PC GENERAL OPERATING 1,000

EAGLES AUTISM CHALLENGE INC

1 NOVACARE WAY
PHILADELPHIA,PA191455900 		NONE PC GENERAL OPERATING 12,500

CHASIN A DREAM FOUNDATION INC

305 OCEAN DUNES CIR
JUPITER,FL334779108 		NONE PC GENERAL OPERATING 2,500

VETERANS OUTPOST

721 COUNTRY CLUB DR
HEATH,TX750320000 		NONE PC GENERAL OPERATING 15,000

IMPACT 100 PALM BEACH COUNTY INC

261 NW 13TH ST
BOCA RATON,FL334321402 		NONE PC GENERAL OPERATING 1,100

INTERNATIONAL CONSERVATION CAUCUS FOUNDA

1200 POTOMAC STREET NW
WASHINGTON,DC200070000 		NONE PC GENERAL OPERATING 1,000

WALKAWAY FOUNDATION

441 NORTH LEE STREET SUITE 100
ALEXANDRIA,VA223140000 		NONE PC GENERAL OPERATING 1,000

ALLIANCE COLLEGEREADY PUBLIC SCHOOLS FOU

PO BOX 86609
LOS ANGELES,CA900860609 		NONE PC GENERAL OPERATING 2,500

SAVAGE SISTERS RECOVERY INC

187 MEREDITH AVE
BRYN MAWR,PA190101350 		NONE PC GENERAL OPERATING 10,000

THE AMERICAN FOUNDATION FOR THE IYARI SC

150 S LOS ROBLES AVE STE 860
PASADENA,CA911014628 		NONE PC GENERAL OPERATING 16,000

JEWISH FAMILY CHILDRENS SERVICE

4747 N 7TH ST STE 100
PHOENIX,AZ850143654 		NONE PC GENERAL OPERATING 5,000

Housingmv

11349 VICTORIA AVE
Los Angeles,CA900663434 		NONE PC GENERAL OPERATING 5,000

PLAY FOR PINK INC

PO BOX 33144
PALM BCH GDNS,FL334203144 		NONE PC GENERAL OPERATING 9,000

TURNKEY GOLF CHARITY EVENTS CORP

26118 S GRAPEFRUIT DR
QUEEN CREEK,AZ851427974 		NONE PC GENERAL OPERATING 2,000

CHILDRENS ONCOLOGY SUPPORT FUND

1287 N CRESCENT HEIGHTS BLVD APT E
W HOLLYWOOD,CA900460000 		NONE PC GENERAL OPERATING 3,000

COMING HOME PROJECT

11650 COUNTY ROAD 536
ROCKWALL,TX750878002 		NONE PC GENERAL OPERATING 1,500

THE BOARD OF TRUSTEES OF THE LELAND STAN

485 BROADWAY ST
REDWOOD CITY,CA940633136 		NONE PC GENERAL OPERATING 2,000

GUIDE DOGS FOR THE BLIND INC

350 LOS RANCHITOS RD
SAN RAFAEL,CA949033606 		NONE PC GENERAL OPERATING 3,000

PACIFIC LEGAL FOUNDATION

555 CAPITOL MALL SUITE 1290
SACRAMENTO,CA958140000 		NONE PC GENERAL OPERATING 2,000

CANINE COMPANIONS FOR INDEPENDENCE

2965 DUTTON AVE
SANTA ROSA,CA954075711 		NONE PC GENERAL OPERATING 25,000

JEWISH FEDERATION COUNCIL OF GREATER LOS

6505 WILSHIRE BLVD
LOS ANGELES,CA900480000 		NONE PC GENERAL OPERATING 5,000

CEDARSSINAI MEDICAL CENTER

8700 BEVERLY BLVD
W HOLLYWOOD,CA900481804 		NONE PC GENERAL OPERATING 4,000

JEWISH BIG BROTHERS BIG SISTERS ASSOCIAT

11150 W OLYMPIC BLVD 900
LOS ANGELES,CA900640000 		NONE PC GENERAL OPERATING 46,000

WILSHIRE BOULEVARD TEMPLE

3663 WILSHIRE BLVD
LOS ANGELES,CA900102703 		NONE PC GENERAL OPERATING 3,000

LOS ANGELES PHILHARMONIC ASSOCIATION

151 S GRAND AVE
LOS ANGELES,CA900123034 		NONE PC GENERAL OPERATING 9,500

UNION RESCUE MISSION

545 S SAN PEDRO ST
LOS ANGELES,CA900132101 		NONE PC GENERAL OPERATING 3,000

CAMPBELL HALL EPISCOPAL

4533 LAUREL CANYON BLVD
N HOLLYWOOD,CA916074122 		NONE PC GENERAL OPERATING 30,000

DIDI HIRSCH PSYCHIATRIC SERVICE

4760 SEPULVEDA BLVD
CULVER CITY,CA902304820 		NONE PC GENERAL OPERATING 4,000

THE THALIANS

15451 SAN FERNANDO MISSION BLVD 100
MISSION HILLS,CA913451396 		NONE PC GENERAL OPERATING 5,000

WORLD VISION

34834 WEYERHAEUSER WAY S
FEDERAL WAY,WA980019520 		NONE PC GENERAL OPERATING 5,000

LOS ANGELES OPERA COMPANY

135 N GRAND AVE
LOS ANGELES,CA900123013 		NONE PC GENERAL OPERATING 3,000

PUBLIC MEDIA GROUP OF SOUTHERN CALIFORNI

2900 WEST ALAMEDA AVE
BURBANK,CA915054220 		NONE PC GENERAL OPERATING 450

THE UCLA FOUNDATION

10889 WILSHIRE BLVD STE 1500
LOS ANGELES,CA900244201 		NONE PC GENERAL OPERATING 41,500

VENICE FAMILY CLINIC

604 ROSE AVE
VENICE,CA902912767 		NONE PC GENERAL OPERATING 2,000

U C SAN DIEGO FOUNDATION

9500 GILMAN DRIVE 0940
LA JOLLA,CA920930940 		NONE PC GENERAL OPERATING 500

BEVERLY HILLS THEATRE GUILD

PO BOX 148
BEVERLY HILLS,CA902130148 		NONE PC GENERAL OPERATING 1,000

AMERICAN CORPORATION OF THE ARTS

6233 HOLLYWOOD BLVD
LOS ANGELES,CA900285310 		NONE PC GENERAL OPERATING 4,500

CITY OF HOPE

1500 DUARTE RD
DUARTE,CA910103012 		NONE PC GENERAL OPERATING 4,000

LOS ANGELES JEWISH HOME FOR THE AGING

7150 TAMPA AVE
RESEDA,CA913353700 		NONE PC GENERAL OPERATING 5,000

BIGHORN INSTITUTE

PO BOX 262
PALM DESERT,CA922610000 		NONE PC GENERAL OPERATING 1,000

ALZHEIMERS GREATER LOS ANGELES

4221 WILSHIRE BLVD 400
LOS ANGELES,CA900100000 		NONE PC GENERAL OPERATING 2,000

PEGASUS RIDING ACADEMY FOR THE HANDICAPP

35450 PEGASUS CT STE B
PALM DESERT,CA922110000 		NONE PC GENERAL OPERATING 250

ONE VOICE

1228 15TH ST STE C
SANTA MONICA,CA904041114 		NONE PC GENERAL OPERATING 40,000

CHILDRENS BURN FOUNDATION

5000 VAN NUYS BLVD STE 210
SHERMAN OAKS,CA914031717 		NONE PC GENERAL OPERATING 10,500

SIMON WIESENTHAL CENTER INC

1399 S ROXBURY 2ND FL
LOS ANGELES,CA900354709 		NONE PC GENERAL OPERATING 4,500

LAST CHANCE FOR ANIMALS

8033 SUNSET BOULEVARD 835
LOS ANGELES,CA900460000 		NONE PC GENERAL OPERATING 2,000

AMYOTROPHIC LATERAL SCLEROSIS ASSOCIATIO

PO BOX 7082
WOODLAND HLS,CA913657082 		NONE PC GENERAL OPERATING 500

DAVID HOROWITZ FREEDOM CENTER

28494 WESTINGHOUSE PLACE 212
VALENCIA,CA913550000 		NONE PC GENERAL OPERATING 7,500

LIBRARY FOUNDATION OF LOS ANGELES

630 W 5TH ST
LOS ANGELES,CA900712002 		NONE PC GENERAL OPERATING 11,000

PROSTATE CANCER FOUNDATION

1250 4TH STREET
SANTA MONICA,CA904011366 		NONE PC GENERAL OPERATING 50,000

FAMLI

4290 CREED AVE
LOS ANGELES,CA900080000 		NONE PC GENERAL OPERATING 2,000

WALLIS ANNENBERG CENTER FOR THE PERFORMI

9390 SANTA MONICA BLVD
BEVERLY HILLS,CA902104885 		NONE PC GENERAL OPERATING 12,500

GEFFEN PLAYHOUSE INC

10886 LE CONTE AVE
LOS ANGELES,CA900243021 		NONE PC GENERAL OPERATING 5,000

SKIRBALL CULTURAL CENTER

2701 N SEPULVEDA BLVD
LOS ANGELES,CA900496833 		NONE PC GENERAL OPERATING 1,500

TOWER CANCER RESEARCH FOUNDATION

8767 WILSHIRE BLVD SUITE 401
BEVERLY HILLS,CA902112714 		NONE PC GENERAL OPERATING 24,000

MR HOLLANDS OPUS FOUNDATION INC

4370 TUJUNGA AVENUE
STUDIO CITY,CA916042776 		NONE PC GENERAL OPERATING 1,000

IPALPITI ARTISTS INTERNATIONAL INC

1900 AVENUE OF THE STARS 1880
LOS ANGELES,CA900670000 		NONE PC GENERAL OPERATING 1,000

NEW ROADS SCHOOL

3131 OLYMPIC BLVD
SANTA MONICA,CA904045002 		NONE PC GENERAL OPERATING 5,000

STEPHEN S WISE TEMPLE

15500 STEPHEN WISE
LOS ANGELES,CA900770000 		NONE PC GENERAL OPERATING 3,000

SHARE INC

PO BOX 1342
BEVERLY HILLS,CA902131342 		NONE PC GENERAL OPERATING 1,000

WOMENS GUILD CEDARS SINAI MEDICIAL CENTE

8700 BEVERLY BLVD 2416
LOS ANGELES,CA900480000 		NONE PC GENERAL OPERATING 850

EISENHOWER MEDICAL CENTER

39000 BOB HOPE DR
RANCHO MIRAGE,CA922703202 		NONE PC GENERAL OPERATING 5,000

LOS ANGELES COUNTY MUSEUM OF NATURAL HIS

900 EXPOSITION BLVD
LOS ANGELES,CA900074057 		NONE PC GENERAL OPERATING 10,000

THE PEOPLE CONCERN

2116 ARLINGTON AVE STE 100
LOS ANGELES,CA900181300 		NONE PC GENERAL OPERATING 2,500

MAUI UNITED WAY INC

95 MAHALANI ST RM 24
WAILUKU,HI967932521 		NONE PC GENERAL OPERATING 5,000

MAUI FOOD BANK INC

760 KOLU ST
WAILUKU,HI967931438 		NONE PC GENERAL OPERATING 5,000

CAPE COD HOSPITAL

27 PARK STREET
HYANNIS,MA02601 		NONE PC GENERAL OPERATING 5,000
Total .................................right arrow 3a 1,679,450
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 847,212  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,415,280  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 1,041  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   2,263,533  
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,263,533
(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

TY 2023 AccountingFeesSchedule
Name:
STRAUSS FOUNDATION TD
EIN:
23-6219939
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,106     1,106

TY 2023 InvestmentsCorpBondsSchedule
Name:
STRAUSS FOUNDATION TD
EIN:
23-6219939
Name of Bond End of Year Book Value End of Year Fair Market Value
092113AH2 BLACK HILLS CORP 4.2    
74456QBC9 PUB SVC ELEC & GAS 2    
29379VAZ6 ENTERPRISE PRODUCTS    
00724FAC5 ADOBE SYSTEMS INC 3. 71,167 68,772
06051GFF1 BANK OF AMERICA CORP 117,709 109,573
12572QAG0 CME GROUP INC 108,401 102,783
534187BE8 LINCOLN NATIONAL COR 59,904 58,582
30219GAM0 EXPRESS SCRIPTS HOLD 78,353 74,377
91159HHN3 US BANCORP 104,470 98,564
961214CX9 WESTPAC BANKING CORP 121,296 115,212
539830BH1 LOCKHEED MARTIN CORP 62,612 58,913
58013MEY6 MCDONALD'S CORP    
86562MBB5 SUMITOMO MITSUI FINL    
038222AL9 APPLIED MATERIALS IN 75,921 72,672
00206RHJ4 AT&T INC 50,556 44,411
031162CQ1 AMGEN INC 121,701 114,634
171239AG1 CHUBB INA HOLDINGS 98,692 82,265
693475AZ8 PNC FINANCIAL SERVIC 147,871 118,094
14040HBU8 CAPITAL ONE FINANCIA    
91282CAE1 US TREASURY NOTE 204,342 186,560
9128284N7 US TREASURY NOTE 385,864 369,180
404280AW9 HSBC HOLDINGS PLC 149,496 127,817
751212AC5 RALPH LAUREN CORP 107,215 97,904
65819WAH6 NORTH CAROLINA ST ES    
61746BEF9 MORGAN STANLEY 103,127 96,949
126650DG2 CVS HEALTH CORP 130,988 111,821
548661DP9 LOWE'S COS INC 161,251 157,964
912828WU0 US TREASURY INFLATIO 106,215 108,252
912828M56 US TREASURY NOTE 372,036 351,542
231021AR7 CUMMINS INC 3.650% 1    
446150AQ7 HUNTINGTON BANCSHARE 101,039 98,130
38141GWB6 GOLDMAN SACHS GROUP 102,246 97,252
06367WHH9 BANK OF MONTREAL 142,514 139,607
912828K74 US TREASURY NOTE 2.0    
912828V98 US TREASURY NOTE 383,347 365,481
743820AA0 PROV ST JOSEPH HLTH 107,852 96,258
9128286B1 US TREASURY NOTE 169,490 155,344
9128285M8 US TREASURY NOTE 254,987 241,505
20030NCT6 COMCAST CORP 112,055 98,607
912828P46 US TREASURY NOTE 1.6 195,977 199,000
10112RAW4 BOSTON PROPERTIES LP 105,738 99,811
666807BM3 NORTHROP GRUMMAN COR 103,195 97,708
912828Z94 US TREASURY NOTE 340,325 304,924
3133ELV92 FED FARM CREDIT BK 170,451 151,618
49456BAM3 KINDER MORGAN INC    
64465P7S1 NEW HAMPSHIRE ST MUN 165,000 153,800
911312BU9 UNITED PARCEL SERVIC 24,906 22,704
26078JAD2 DOWDUPONT INC 100,736 91,325
9128286T2 US TREASURY NOTE 2.3 220,142 208,548
275282PV7 E SIDE CA UNION HIGH 185,000 165,679
92343VES9 VERIZON COMMUNICATIO 113,911 106,643
91282CCS8 US TREASURY NOTE 262,006 219,277
00206RML3 AT&T INC 125,123 116,948
912828YH7 US TREASURY NOTE 1.5 240,602 243,720
46647PBJ4 VR JPMORGAN CHASE & 161,776 136,500
91282CBQ3 US TREASURY NOTE 288,656 277,230
172967KA8 CITIGROUP INC 84,629 73,276
912828W48 US TREASURY NOTE 2.1 275,955 273,589
857477BP7 STATE STREET CORP 130,497 108,199
822582BD3 SHELL INTERNATIONAL 142,360 127,440
30231GAT9 EXXON MOBIL CORPORAT 162,953 145,661
097023CS2 BOEING CO    
24422EVL0 JOHN DEERE CAPITAL 120,455 102,648
10373QBE9 BP CAP MARKETS AMERI 136,696 122,054
571748BP6 MARSH & MCLENNAN COS 135,876 114,994
37940XAE2 GLOBAL PAYMENTS INC    
91282CCB5 US TREASURY NOTE 218,166 192,998
50540RAQ5 LABORATORY CORP OF 3 161,336 152,346
37045VAV2 GENERAL MOTORS CO 128,357 121,613
91282CDY4 US TREASURY NOTE 1.8 155,422 146,154
91282CEE7 US TREASURY NOTE 239,253 232,100
91282CFF3 US TREASURY NOTE 418,628 402,943
00287YBX6 ABBVIE INC 100,804 93,479
22966RAJ5 CUBESMART LP 111,134 99,870
91282CFV8 US TREASURY NOTE 4.1 127,715 127,060
035240AQ3 ANHEUSER-BUSCH INBEV 133,345 121,865
91282CEP2 US TREASURY NOTE 390,682 370,656
91324PEH1 UNITEDHEALTH GROUP 133,508 137,942
097023CT0 BOEING CO 138,877 139,299
191216DP2 COCA-COLA CO/THE 104,965 109,033
26441CBT1 DUKE ENERGY CORP 113,140 116,154
3133EPCJ2 FED FARM CREDIT BK 198,114 201,114
49271VAQ3 KEURIG DR PEPPER INC 114,049 115,475
58013MFV1 MCDONALD'S CORP 96,106 102,783
716973AE2 PFIZER INVESTMENT EN 129,788 130,293
91282CGM7 US TREASURY NOTE 235,607 237,584
91282CHC8 US TREASURY NOTE 215,349 215,930
91282CHE4 US TREASURY NOTE 123,853 123,676

TY 2023 InvestmentsOtherSchedule2
Name:
STRAUSS FOUNDATION TD
EIN:
23-6219939
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
298706110 AMER FNDS EUROPAC GR AT COST 341,892 397,402
464287481 ISHARES RUSSELL MID- AT COST 198,878 750,441
92837F441 VIRTUS CEREDX M/C VA AT COST 333,258 638,116
14064D873 F&T BHVRL SM CAP EQ- AT COST 388,686 646,167
921910501 VANGUARD INTL GRTH F AT COST 336,205 357,969
36250VAJ1 VR GS MORTGAGE SECUR AT COST 143,355 104,339
95002BAD5 WELLS FARGO COMMERCI AT COST 269,990 222,190
94988A668 AS SPECIAL SM CAP VA AT COST 592,495 601,529
3137BHNM5 FED HOME LN MTG CORP AT COST 15,725 14,116
901165100 TWEEDY BROWNE INTL V AT COST 730,000 745,810
34528QGW8 FORD CREDIT FLOORPLA AT COST 246,665 243,083
464287200 ISHARES CORE S & P 5 AT COST 2,833,269 6,783,779
04314H758 ARTISAN SMALL CAP FU AT COST 349,916 578,898
779547405 T ROWE PRICE EQUITY AT COST 766,805 816,317
94987W828 ALLSPRING LARGE CAP AT COST 450,042 744,859
922031760 VANGUARD HIGH YIELD AT COST 612,208 588,328
38378CFN2 GOVT NATL MTG ASSN 0      
693390841 PIMCO HIGH YIELD FD- AT COST 722,621 614,602
464287465 ISHARES MSCI EAFE ET AT COST 1,085,235 1,173,275
31307FFJ5 FHLMC POOL #J26469 AT COST 25,976 23,974
003021714 ABERDEEN EMERG MARKE AT COST 321,769 389,026
3137BB4X5 FED HOME LN MTG CORP AT COST 210,188 185,289
693391559 PIMCO EMERG MKTS BD- AT COST 280,689 217,246
00143W859 INV OPP DEVELOP MRKT AT COST 467,573 426,825
12596JAD5 CNH EQUIPMENT TRUST      
31641Q755 FIDELITY NEW MRKTS I AT COST 263,534 212,070
411512528 HARBOR CAPITAL APPRE AT COST 465,085 1,732,396
74256W584 PRINCIPAL MIDCAP FUN AT COST 818,331 1,188,439
36198EAD7 VR GS MORTGAGE SECUR      
78464A607 SPDR DOW JONES REIT      
00888Y847 INVESCO BAL RSK COMM AT COST 700,000 609,406
722005667 PIMCO COMMODITY REAL AT COST 400,000 260,406
12596TAC5 CNH EQUIPMENT TRUST      
89155H389 TOUCHSTONE MID CAP V AT COST 875,000 822,150
31418DP71 FNMA POOL MA4045 2.0 AT COST 69,167 58,307
98163LAD2 WORLD OMNI AUTO RECE AT COST 239,700 239,821
256219106 DODGE & COX STOCK FU AT COST 2,734,365 2,874,459
04314H600 ARTISAN MID CAP FUND AT COST 600,000 616,148
46641WBA4 VR JPMBB COMMERCIAL AT COST 140,298 127,790
922042858 VANGUARD FTSE EMERGI AT COST 400,401 395,588
36265WAE3 GM FINANCIAL SECURIT AT COST 218,145 219,748

TY 2023 LegalFeesSchedule
Name:
STRAUSS FOUNDATION TD
EIN:
23-6219939
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 30,000     30,000


TY 2023 OtherDecreasesSchedule
Name:
STRAUSS FOUNDATION TD
EIN:
23-6219939
Description Amount
MUTUAL FUND TIMING ADJ 1,336
CY PURCHASE OF ACCRUED INTEREST 2,407
PY PENDING SALES 36


TY 2023 OtherExpensesSchedule
Name:
STRAUSS FOUNDATION TD
EIN:
23-6219939
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES - ADR FEES 720 720   0


TY 2023 OtherIncomeSchedule2
Name:
STRAUSS FOUNDATION TD
EIN:
23-6219939
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 1,041 0  


TY 2023 OtherIncreasesSchedule
Name:
STRAUSS FOUNDATION TD
EIN:
23-6219939
Description Amount
RECOVERY OF GRANTS PAID 8,000
PY PURCHASE OF ACCRUED INTEREST 1,412
CY PENDING SALES 37
COST BASIS ADJ 3,869


TY 2023 OtherProfessionalFeesSchedule
Name:
STRAUSS FOUNDATION TD
EIN:
23-6219939
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GRANT ADMIN FEE 37,193     37,193


TY 2023 TaxesSchedule
Name:
STRAUSS FOUNDATION TD
EIN:
23-6219939
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 6,913 6,913   0
FEDERAL TAX PAYMENT - PRIOR YE 4,622 0   0
FEDERAL ESTIMATES - PRINCIPAL 29,088 0   0
FOREIGN TAXES ON NONQUALIFIED 1,794 1,794   0