Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE FONDA FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)1100 PEACHTREE ST NE SUITE 250
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ATLANTA, GA30309
A Employer identification number

58-2365665
B Telephone number (see instructions)

(404) 475-6020
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$8,100,022
J 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 63,150 63,150  
4 Dividends and interest from securities... 119,238 119,238  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -8,475
b Gross sales price for all assets on line 6a 2,187,831
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 17 17  
12 Total. Add lines 1 through 11........ 173,930 182,405  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 6,775 0   0
c Other professional fees (attach schedule).... 77,231 77,231   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 3,578 3,578   0
19 Depreciation (attach schedule) and depletion... 13,933 0  
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.......... 101,517 80,809   0
25 Contributions, gifts, grants paid....... 443,500 443,500
26 Total expenses and disbursements. Add lines 24 and 25 545,017 80,809   443,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -371,087
b Net investment income (if negative, enter -0-) 101,596
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 1,600,132 163,706 163,706
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 382,076 Click to see attachment
List of Attached Documents:
// Content
657,398
655,135
b Investments—corporate stock (attach schedule)....... 3,474,717 Click to see attachment
List of Attached Documents:
// Content
3,442,929
5,028,009
c Investments—corporate bonds (attach schedule)....... 797,035 Click to see attachment
List of Attached Documents:
// Content
1,872,109
1,890,488
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).......... 380,374 Click to see attachment
List of Attached Documents:
// Content
141,038
141,943
14 Land, buildings, and equipment: basis right arrow712,188
Less: accumulated depreciation (attach schedule) right arrow491,447 234,674 Click to see attachment
List of Attached Documents:
// Content
220,741
220,741
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,869,008 6,497,921 8,100,022
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 6,869,008 6,497,921
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 6,869,008 6,497,921
30 Total liabilities and net assets/fund balances (see instructions). 6,869,008 6,497,921
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
6,869,008
2
Enter amount from Part I, line 27a .....................
2
-371,087
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
6,497,921
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,497,921
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 AT&T INC P 2023-01-01 2023-02-17
b BROADCOM CORP P 2023-02-06 2023-11-07
c GENERAL MOTORS CO P 2023-02-06 2023-11-16
d HCA INC P 2023-02-06 2023-09-21
e US TSY NOTE TIN 0500 24AP15 P 2022-07-12 2023-03-07
US TSY NOTE TIN 0500 24AP15 P 2022-09-07 2023-05-23
US TSY NOTE TIN 0500 24AP15 P 2023-01-03 2023-05-23
US TSY NOTE TIN 0625 26JA15 P 2022-09-07 2023-06-22
US TSY NOTE TIN 0625 26JA15 P 2022-11-17 2023-06-22
US TSY NOTE TIN 0625 26JA15 P 2023-01-03 2023-06-22
US TSY NOTE TIN 0750 28JL15 P 2023-01-23 2023-06-22
ALLSTATE CORP P 2020-11-20 2023-09-21
APPLE INC. P 2020-05-05 2023-09-21
BANK AMERICA CORP P 2021-04-05 2023-10-20
BROADCOM CORP P 2021-08-13 2023-11-07
EXELON GENERATION P 2020-05-13 2023-11-09
GENERAL MOTORS CO P 2021-09-23 2023-11-16
LENNAR CORP P 2020-12-01 2023-08-30
MICRON TECHNOLOGY P 2020-04-13 2023-12-27
NOVARTIS CAPITAL P 2021-03-03 2023-09-21
UNION PACIFIC CORP P 2022-05-24 2023-06-08
US TSY NOTE TIN 0500 24AP15 P 2019-06-21 2023-03-07
US TSY NOTE TIN 0625 26JA15 P 2019-06-21 2023-06-22
US TSY NOTE TIN 0625 26JA15 P 2022-02-09 2023-06-22
VERIZON COMMUNICATION P 2020-11-12 2023-08-03
EUROPEAN BANK P 2018-02-28 2023-03-07
MSIF GLOBAL REAL ESTATE A P 2021-12-17 2023-02-08
MSIF GLOBAL REAL ESTATE A P 2022-12-16 2023-02-08
MSIF GLOBAL REAL ESTATE A P 2022-12-16 2023-02-08
MSIF GLOBAL REAL ESTATE A P 2022-12-16 2023-02-08
MSIF GLOBAL REAL ESTATE A P 2022-12-16 2023-04-28
MSIF GLOBAL REAL ESTATE A P 2022-12-16 2023-04-28
MSIF GLOBAL REAL ESTATE A P 2022-12-16 2023-04-28
MSIF GLOBAL REAL ESTATE A P 2022-12-16 2023-05-23
US TSY NOTE TIN 0625 26JA15 P 2022-11-17 2023-06-22
US TSY NOTE TIN 0750 28JL15 P 2023-01-23 2023-06-22
AIR PRODUCTS P 2021-03-18 2023-09-27
ALLSTATE CORP P 2020-11-20 2023-07-28
ALLSTATE CORP P 2020-11-20 2023-09-27
AMERN TWO CORP P 2020-04-13 2023-09-27
APPLE INC. P 2020-05-05 2023-09-27
BANK OF AMERICA CORP P 2021-04-05 2023-10-20
BLACKSTONE PRIVATE P 2022-02-09 2023-08-01
BROADCOM CORP P 2021-09-02 2023-11-07
DXC TECHNOLOGY P 2021-09-30 2023-07-28
GENERAL MOTORS CO P 2021-09-23 2023-11-16
LENNAR CORP P 2020-12-01 2023-08-01
QUALCOMM P 2020-04-14 2023-09-27
US TSY NOTE TIN 1750 24JN30 P 2019-08-07 2023-07-28
US TSY NOTE TIN 1750 24JN30 P 2019-08-07 2023-08-01
US TSY NOTE TIN 0500 24AP15 P 2019-06-21 2023-03-07
US TSY NOTE TIN 0625 26JA15 P 2019-06-21 2023-06-22
US TSY NOTE TIN 0625 26JA15 P 2022-02-09 2023-06-22
VERIZON COMMUNICATION P 2020-11-12 2023-08-03
EUROPEAN BANK P 2018-02-28 2023-03-07
ELI LILLY 25 SHS P 2022-03-18 2023-01-17
ELI LILLY 5 SHS P 2022-03-18 2023-02-21
ESTEE LAUDER 45 SHS P 2023-01-27 2023-08-04
MCCORMICK AND CO 130 SHS P 2022-05-06 2023-04-10
NVIDIA CORP 10 SHS P 2022-10-28 2023-04-10
NVIDIA CORP 10SHS P 2022-10-28 2023-07-31
QUANTA SERVICES 20 SHS P 2022-10-11 2023-09-14
STERIS PLC 50 SHS P 2022-05-13 2023-04-10
ADOBE INC 10 SHS P 2012-12-28 2023-02-21
ALPHABET INC 20 SHS P 2011-02-02 2023-10-20
CATERPILLAR INC 65 SHS P 2020-09-08 2023-02-10
CIENA CORP NEW 210 SHS P 2020-05-26 2023-06-08
COSTCO WHOLESALE 5 SHS P 2014-05-12 2023-02-21
DOVER CORP 80 SHS P 2019-10-18 2023-05-15
EATON CORP PLC 20 SHS P 2021-08-24 2023-09-12
ENPHRASE ENERGY 40 SHS P 2022-03-25 2023-07-31
FIRST REPUBLIC BANK 50 SHS P 2019-02-14 2023-03-13
FIRST REPUBLIC BANK 35 SHS P 2019-07-15 2023-03-13
FREEPORT MCMORAN CL-B 80 SHS P 2021-01-07 2023-02-10
FREEPORT MCMORAN CL-B 70 SHS P 2021-01-07 2023-02-21
HOME DEPOT 5 SHS P 2013-05-21 2023-02-21
LULULEMON ATHLETICA 40 SHS P 2020-01-30 2023-01-27
NEXTERA ENERGY 30 SHS P 2019-01-10 2023-04-10
O'REILLY AUTOMOTIVE 3 SHS P 2022-03-04 2023-04-10
PAYCOM SOFTWARE 30 SHS P 2020-02-14 2023-08-04
PEPSICO INC 70 SHS P 2022-02-18 2023-10-20
PROCTOR & GAMBLE 15 SHS P 2019-06-14 2023-04-10
QUANTA SERVICES INC 60 SHS P 2022-10-11 2023-10-20
SERVICENOW INC. 5 SHS P 2022-01-14 2023-04-10
SYNOPSYS INC 5 SHS P 2021-05-21 2023-09-14
VEEVA SYS INC CL A 40 SHS P 2022-08-26 2023-11-10
VEEVA SYS INC CL A 25 SHS P 2022-10-28 2023-11-10
VISA INC CL A 10 SHS P 2013-05-21 2023-02-21
ZOETIS INC CLASS-A 10 SHS P 2017-09-06 2023-02-21
APPLE INC. 9 SHS P 2008-09-19 2023-02-21
ROYAL DSM NV SPONSORED ADR 76 SHS P 2019-03-01 2023-01-24
ROYAL DSM NV SPONSORED ADR 7 SHS P 2019-05-10 2023-01-24
ROYAL DSM NV SPONSORED ADR 13 SHS P 2019-05-13 2023-01-24
ROYAL DSM NV SPONSORED ADR 4 SHS P 2019-10-23 2023-01-24
ROYAL DSM NV SPONSORED ADR 7 SHS P 2019-11-18 2023-01-24
ROYAL DSM NV SPONSORED ADR 1 SH P 2019-12-31 2023-01-24
ROYAL DSM NV SPONSORED ADR 3 SHS P 2021-09-20 2023-01-24
BOSTON PROPERTIES 94 SHS P 2022-12-21 2023-10-06
KIMBERLY CLARK CORP 5 SHS P 2022-10-28 2023-08-29
KIMBERLY CLARK CORP 48 SHS P 2022-12-21 2023-08-29
SANDOZ GROUP AG ADR 20 SHS P 2022-12-21 2023-10-18
3M CO 33 SHS P 2022-12-21 2023-03-29
BOSTON PROPERTIES 26 SHS P 2022-02-08 2023-10-06
BOSTON PROPERTIES 23 SHS P 2022-02-16 2023-10-06
BROADCOM CORP 3 SHS P 2020-08-04 2023-06-15
BROADCOM CORP 5 SHS P 2020-08-04 2023-08-16
BROADCOM CORP 1 SH P 2020-08-04 2023-12-20
BROADCOM CORP 5 SHS P 2020-08-27 2023-12-20
KIMBERLY CLARK CORP 10 SHS P 2018-07-11 2023-08-29
SANDOZ GROUP AG ADR .4 SH P 2016-11-09 2023-10-04
SANDOZ GROUP AG ADR 12.6 SHS P 2016-11-09 2023-10-18
SANDOZ GROUP AG ADR 3 SH P 2017-04-04 2023-10-18
SANDOZ GROUP AG ADR 2 SHS P 2018-08-16 2023-10-18
SANDOZ GROUP AG ADR 2 SHS P 2020-03-13 2023-10-18
SIEMENS AKTIENGESELLSCHAFT 30 SHS P 2016-12-30 2023-12-11
3M CO 11 SHS P 2021-09-01 2023-03-29
KENVUE INC .875 SHS P 2008-10-15 2023-08-24
KIMBERLY CLARK CORP 45 SHS P 2008-06-30 2023-08-29
3M CO 35 SHS P 2009-01-06 2023-03-29
ELI LILLY 25 SHS P 2022-03-18 2023-01-17
ESTEE LAUDER 125 SHS P 2023-01-27 2023-08-04
QUANTA SERVICES 65 SHS P 2022-10-11 2023-09-14
ACCENTURE PLC IRELAND 52 SHS P 2015-12-11 2023-02-10
ALPHABET INC 40 SHS P 2011-02-02 2023-10-20
CIENA CORP NEW 825 SHS P 2020-05-26 2023-06-08
CME GROUP 80 SHS P 2021-02-25 2023-08-02
COSTCO WHOLESALE 5 SHS P 2014-05-12 2023-09-14
DOVER CORP 260 SHS P 2019-10-18 2023-05-15
EATON CORP PLC 60 SHS P 2021-08-24 2023-09-12
ENPHRASE ENERGY 145 SHS P 2022-03-25 2023-07-31
FIRST REPUBLIC BANK 245 SHS P 2019-02-14 2023-03-13
FIRST REPUBLIC BANK 100 SHS P 2019-07-15 2023-03-13
LULULEMON ATHLETICA 130 SHS P 2020-01-30 2023-01-27
NVIDIA CORP 100 SHS P 2022-06-02 2023-07-31
NVIDIA CORP 25 SHS P 2022-06-02 2023-09-14
PAYCOM SOFTWARE 40 SHS P 2020-02-14 2023-08-02
PAYCOM SOFTWARE 80 SHS P 2020-02-14 2023-08-04
PEPSICO INC 70 SHS P 2022-02-18 2023-08-02
PEPSICO INC 210 SHS P 2022-02-18 2023-10-20
QUANTA SERVICES 235 SHS P 2022-10-11 2023-10-20
ROPER TECHNOLOGIES INC 30 SHS P 2017-05-09 2023-05-12
SERVICENOW INC. 35 SHS P 2022-01-14 2023-02-10
SYNOPSYS INC 40 SHS P 2021-05-21 2023-02-10
VEEVA SYS INC CL A 140 SHS P 2022-08-26 2023-11-10
ZOETIS INC CLASS-A 75 SHS P 2017-09-06 2023-02-10
AMADEUS IT GROUP 51 SHS P 2023-04-19 2023-09-29
AMADEUS IT GROUP 1.317 SHS P 2023-05-23 2023-09-29
DBS GROUP HOLDINGS LTD 9 SHS P 2023-01-18 2023-05-31
DBS GROUP HOLDINGS LTD 2 SHS P 2023-01-26 2023-05-31
DISCO CORP ADR 180 SHS P 2022-06-29 2023-06-27
HENKEL KGAA PFD ADR 53 SHS P 2022-08-30 2023-02-06
HENKEL KGAA PFD ADR 14 SHS P 2022-08-31 2023-02-06
HSBC HOLDINGS PLC ADR 59 SHS P 2023-03-22 2023-10-30
INFINEON TECHNOLOGIES 47 SHS P 2022-08-02 2023-02-28
INFINEON TECHNOLOGIES 26 SHS P 2022-08-02 2023-03-29
INFINEON TECHNOLOGIES 6 SHS P 2022-10-18 2023-03-29
LINDE PLC 2.471 SHS P 2023-01-20 2023-10-23
LINDE PLC 1.5291 SHS P 2023-01-20 2023-12-12
LINDE PLC 1 SH P 2023-01-26 2023-12-12
MTU AERO ENGINES AG 26 SHS P 2022-05-03 2023-02-14
MTU AERO ENGINES AG 8 SHS P 2022-05-03 2023-04-27
NOVO NORDISK ADR .213 SHS P 2023-06-21 2023-09-20
OLYMPUS CORP ADR 155 SHS P 2023-02-02 2023-05-30
OLYMPUS CORP ADR 34 SHS P 2023-02-03 2023-05-30
OLYMPUS CORPORATION SPON ADR 145 SHS P 2022-02-22 2023-01-24
OLYMPUS CORPORATION SPON ADR 112 SHS P 2022-02-24 2023-01-24
OLYMPUS CORPORATION SPON ADR 73 SHS P 2022-02-28 2023-01-24
OLYMPUS CORPORATION SPON ADR 4 SHS P 2022-02-28 2023-01-25
OLYMPUS CORPORATION SPON ADR 63 SHS P 2022-06-29 2023-01-25
RELX PLC SPON ADR 7 SHS P 2023-05-23 2023-12-01
RELX PLC SPON ADR 44 SHS P 2023-06-16 2023-12-01
RENESAS ELECTRONICS CORP ADR 134 SHS P 2023-02-28 2023-06-23
ROYAL DSM NV SPONSORED ADR 17 SHS P 2022-05-31 2023-01-24
SHIMANO INC ADR 5 SHS P 2023-05-23 2023-12-14
TELEPERFORMANCE SA ADR 19 SHS P 2022-08-08 2023-05-31
TELEPERFORMANCE SA ADR 9 SHS P 2022-08-12 2023-05-31
VONOVIA SE ADR 19 SHS P 2022-05-06 2023-03-29
VONOVIA SE ADR 180 SHS P 2022-07-28 2023-03-29
VONOVIA SE ADR 106 SHS P 2022-11-15 2023-03-29
ABB LTD ADR 56 SHS P 2019-08-14 2023-08-17
ACCENTURE PLC IRELAND 7 SHS P 2017-04-20 2023-05-31
ACCENTURE PLC IRELAND 9 SHS P 2017-02-06 2023-07-07
ACCENTURE PLC IRELAND 4.8 SHS P 2017-04-20 2023-07-07
AIR LIQUIDE ADR 109 SHS P 2019-12-20 2023-12-01
AON PLC CL A 9.9 SHS P 2015-07-08 2023-12-22
BARCLAYS PLC ADR 468 SHS P 2021-04-28 2023-03-15
CHINA LONGYUAN PWR GRP ADR 326 SHS P 2021-02-01 2023-08-15
DBS GROUP HOLDINGS LTD 25 SHS P 2017-02-09 2023-05-31
DISCO CORP ADR 213 SHS P 2022-02-22 2023-05-01
DISCO CORP ADR 9 SHS P 2022-02-22 2023-06-27
DISCO CORP ADR 24 SHS P 2022-06-29 2023-09-12
DISCO CORP ADR 51 SHS P 2022-07-01 2023-09-12
ICICI BANK LTD 54 SHS P 2017-09-22 2023-01-17
ICON PLC 5.7 SHS P 2022-06-10 2023-09-29
INFINEON TECHNOLOGIES 12 SHS P 2021-10-18 2023-02-28
INFINEON TECHNOLOGIES 112 SHS P 2022-10-18 2023-11-22
LEGRAND SA 42 SHS P 2021-09-28 2023-07-17
LINDE PLC 2.8 SHS P 2022-02-18 2023-11-14
LINDE PLC 8.1 SH P 2022-02-18 2023-12-12
MERCK KGAA SPD ADR 35 SHS P 2020-09-01 2023-01-20
MERCK KGAA SPD ADR 26 SHS P 2020-09-18 2023-01-20
MR PRICE GROUP LTD SPON ADR 264 SHS P 2020-06-24 2023-05-18
MTU AERO ENGINES AG 12.8 SHS P 2022-05-03 2023-09-14
RELX PLC SPON ADR 111 SHS P 2018-04-05 2023-05-09
ROYAL DSM NV SPONSORED ADR 325 SH P 2019-03-01 2023-01-24
ROYAL DSM NV SPONSORED ADR 42 SHS P 2019-05-13 2023-01-24
ROYAL DSM NV SPONSORED ADR 15 SH5 P 2019-10-23 2023-01-24
ROYAL DSM NV SPONSORED ADR 8 SH P 2019-12-31 2023-01-24
SHIMANO INC ADR 199 SHS P 2020-03-10 2023-12-14
UNIVERSAL MUSIC GROUP ADR 148 SHS P 2022-06-28 2023-11-22
UNIVERSAL MUSIC GROUP ADR 63 SHS P 2022-06-28 2023-11-24
VESTAS WIND SYSTEMS ADS 492 SHS P 2019-10-09 2023-06-27
WOLTERS KLUWER NV SPON ADR 19 SHS P 2014-10-29 2023-04-19
WOLTERS KLUWER NV SPON ADR 11 SHS P 2014-10-29 2023-05-25
WOLTERS KLUWER NV SPON ADR 23 SHS P 2014-10-29 2023-11-06
WOLTERS KLUWER NV SPON ADR 5 SHS P 2014-10-30 2023-11-06
KIMBERLY CLARK CORP 29 SHS P 2022-10-28 2023-08-29
BOSTON PROPERTIES 133 SHS P 2022-02-08 2023-10-06
BOSTON PROPERTIES 116 SHS P 2022-02-16 2023-10-06
BROADCOM CORP 14 SHS P 2020-08-04 2023-06-15
BROADCOM CORP 14 SHS P 2020-08-04 2023-08-16
BROADCOM CORP 18 SHS P 2020-08-04 2023-10-11
BROADCOM CORP 7 SHS P 2020-08-27 2023-12-20
CHUBB LTD 77 SHS P 2015-09-23 2023-10-11
CISCO SYS INC 148 SHS P 2013-09-20 2023-10-11
COMCAST CORP CLASS A 290 SHS P 2022-05-03 2023-10-11
DUKE ENERGY CORP 2 SHS P 2017-02-06 2023-10-11
INTEL CORP 398 SHS P 2013-09-20 2023-10-11
JOHNSON & JOHNSON 16 SHS P 2013-09-20 2023-10-11
KIMBERLY CLARK CORP 130 SHS P 2013-09-20 2023-08-29
KIMBERLY CLARK CORP 45 SHS P 2017-02-06 2023-08-29
KIMBERLY CLARK CORP 1 SH P 2022-08-19 2023-08-29
LOWES COMPANIES 50 SHS P 2020-03-12 2023-10-11
MERCK & CO NEW 30 SHS P 2011-09-29 2023-10-11
MERCK & CO NEW 203 SHS P 2013-09-20 2023-10-11
MICROSOFT CORP 8 SHS P 2013-09-20 2023-10-11
MICROSOFT CORP 50 SHS P 2017-02-06 2023-10-11
MORGAN STANLEY 90 SHS P 2020-05-08 2023-10-11
SANDOZ GROUP ADR 57 SHS P 2016-11-09 2023-10-18
SANDOZ GROUP ADR 15 SHS P 2017-02-06 2023-10-18
SANDOZ GROUP ADR 11 SHS P 2017-04-04 2023-10-18
SANDOZ GROUP ADR 7 SHS P 2018-08-16 2023-10-18
SANDOZ GROUP ADR 8 SHS P 2020-03-13 2023-10-18
SANDOZ GROUP ADR 11 SHS P 2021-04-14 2023-10-23
SIEMENS AKTIENGESELLSCHAFT 106 SHS P 2016-12-30 2023-10-11
3M CO 60 SHS P 2013-09-20 2023-03-29
3M CO 10 SHS P 2017-02-06 2023-03-29
3M CO 25 SHS P 2019-12-26 2023-03-29
3M CO 25 SHS P 2021-06-28 2023-03-29
3M CO 26 SHS P 2021-09-01 2023-03-29
DUKE ENERGY CORP 104 SHS P 2008-06-30 2023-10-11
JOHNSON & JOHNSON 7 SHS P 2010-05-17 2023-10-11
KENVUE INC .851 SHS P 2008-10-15 2023-08-24
KIMBERLY CLARK CORP 70 SHS P 2008-06-30 2023-08-29
UNILEVER PLC (NEW) ADS 130 SHS P 2008-06-30 2023-10-11
3M CO 90 SHS P 2009-01-06 2023-03-29
CAPITAL GAINS DIVIDENDS P    
(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 39,995   39,931 64
b 37,752   38,373 -621
c 35,015   35,522 -507
d 59,348   60,010 -662
e 5,791   5,929 -138
5,846   5,925 -79
11,691   11,691 0
6,101   6,328 -227
6,100   6,131 -31
12,201   12,256 -55
45,952   46,878 -926
17,963   19,997 -2,034
14,024   14,973 -949
19,305   20,737 -1,432
18,876   21,217 -2,341
9,578   9,981 -403
20,009   21,670 -1,661
20,000   20,992 -992
19,600   20,629 -1,029
23,808   26,047 -2,239
20,000   20,000 0
17,373   17,765 -392
30,503   32,151 -1,648
6,101   6,636 -535
18,026   19,998 -1,972
40,000   39,832 168
4,582   7,162 -2,580
6,452   14,577 -8,125
10,669   24,104 -13,435
28,297   63,933 -35,636
4,438   9,929 -5,491
13,131   30,772 -17,641
32,430   72,397 -39,967
11,183   25,878 -14,695
6,101   6,131 -30
17,232   17,579 -347
18,456   20,118 -1,662
13,483   14,998 -1,515
8,974   9,999 -1,025
23,178   25,712 -2,534
23,342   24,955 -1,613
19,305   20,737 -1,432
14,156   14,550 -394
23,595   26,580 -2,985
21,938   24,983 -3,045
20,009   21,660 -1,651
9,989   10,529 -540
19,321   20,641 -1,320
24,200   25,064 -864
4,840   5,012 -172
17,373   17,765 -392
48,805   51,441 -2,636
6,101   6,636 -535
22,532   24,997 -2,465
40,000   39,832 168
8,981   7,210 1,771
1,641   1,442 199
7,725   12,260 -4,535
11,045   12,695 -1,650
2,756   1,370 1,386
4,656   1,370 3,286
4,050   2,593 1,457
9,577   11,091 -1,514
3,466   372 3,094
2,721   307 2,414
15,927   9,746 6,181
8,981   11,323 -2,342
2,513   582 1,931
11,111   8,202 2,909
4,766   3,394 1,372
6,134   7,559 -1,425
1,177   4,981 -3,804
824   3,533 -2,709
3,413   2,477 936
2,975   2,168 807
1,491   392 1,099
12,350   9,677 2,673
2,346   1,306 1,040
2,598   2,048 550
8,782   9,267 -485
11,213   11,687 -474
2,258   1,669 589
9,870   7,778 2,092
2,349   2,594 -245
2,344   1,230 1,114
6,554   8,369 -1,815
4,096   4,308 -212
2,204   455 1,749
1,689   634 1,055
1,344   45 1,299
2,394   2,076 318
220   195 25
409   361 48
126   118 8
220   227 -7
32   33 -1
95   161 -66
5,016   6,361 -1,345
647   619 28
6,212   6,564 -352
638   485 153
3,370   4,065 -695
1,388   2,963 -1,575
1,227   2,802 -1,575
2,620   976 1,644
4,199   1,627 2,572
1,126   325 801
5,629   1,700 3,929
1,294   1,052 242
11   7 4
394   213 181
94   51 43
63   38 25
63   40 23
2,645   1,838 807
1,123   2,126 -1,003
20   7 13
5,823   2,592 3,231
3,575   2,077 1,498
8,981   7,210 1,771
21,458   34,056 -12,598
13,164   8,427 4,737
14,630   5,521 9,109
5,443   613 4,830
35,283   44,481 -9,198
15,925   16,400 -475
2,825   582 2,243
36,112   26,656 9,456
14,298   10,183 4,115
22,237   27,401 -5,164
5,767   24,407 -18,640
2,354   10,095 -7,741
40,136   31,452 8,684
46,563   19,387 27,176
11,343   4,847 6,496
12,027   12,356 -329
23,418   24,713 -1,295
13,190   11,687 1,503
33,639   35,061 -1,422
38,657   30,465 8,192
13,828   6,661 7,167
16,051   18,157 -2,106
14,399   9,837 4,562
22,938   29,293 -6,355
11,985   4,754 7,231
3,101   3,498 -397
80   94 -14
817   960 -143
181   219 -38
2,653   1,461 1,192
919   885 34
243   229 14
2,122   2,044 78
1,669   1,269 400
994   702 292
229   150 79
900   812 88
650   502 148
425   328 97
3,065   2,673 392
1,051   822 229
19   17 2
2,380   2,981 -601
522   654 -132
2,619   2,910 -291
2,023   2,243 -220
1,318   1,472 -154
74   81 -7
1,163   1,269 -106
270   216 54
1,696   1,497 199
1,184   864 320
535   718 -183
73   79 -6
1,416   3,072 -1,656
670   1,456 -786
159   349 -190
1,507   2,898 -1,391
887   1,372 -485
2,081   1,004 1,077
2,193   859 1,334
2,750   1,025 1,725
1,474   578 896
4,106   2,796 1,310
2,850   990 1,860
3,166   4,940 -1,774
2,741   4,952 -2,211
2,284   1,348 936
2,393   2,017 376
133   85 48
431   195 236
917   395 522
1,139   472 667
1,410   1,253 157
426   524 -98
4,068   2,798 1,270
859   910 -51
1,145   866 279
3,464   2,469 995
1,419   963 456
1,054   785 269
1,777   2,241 -464
1,188   1,319 -131
3,442   2,381 1,061
10,236   8,876 1,360
1,323   1,165 158
472   442 30
252   261 -9
2,909   2,992 -83
1,905   1,582 323
833   675 158
4,252   2,529 1,723
2,483   505 1,978
1,276   300 976
2,837   604 2,233
624   132 492
3,753   3,588 165
7,098   15,157 -8,059
6,190   14,130 -7,940
12,227   4,555 7,672
11,757   4,555 7,202
15,590   5,857 9,733
7,881   2,381 5,500
16,121   7,812 8,309
7,905   3,632 4,273
12,827   11,757 1,070
179   155 24
14,559   9,447 5,112
2,505   1,443 1,062
16,823   12,054 4,769
5,823   5,459 364
129   137 -8
10,131   4,569 5,562
3,095   928 2,167
20,943   9,288 11,655
2,652   262 2,390
16,576   3,170 13,406
7,093   3,571 3,522
1,782   964 818
469   255 214
344   188 156
219   132 87
250   161 89
351   457 -106
7,763   6,493 1,270
6,128   7,279 -1,151
1,021   1,760 -739
2,553   4,402 -1,849
2,553   4,915 -2,362
2,655   5,024 -2,369
9,331   5,003 4,328
1,096   445 651
19   7 12
9,059   4,032 5,027
6,281   3,713 2,568
9,192   5,340 3,852
661     661
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       64
b       -621
c       -507
d       -662
e       -138
      -79
      0
      -227
      -31
      -55
      -926
      -2,034
      -949
      -1,432
      -2,341
      -403
      -1,661
      -992
      -1,029
      -2,239
      0
      -392
      -1,648
      -535
      -1,972
      168
      -2,580
      -8,125
      -13,435
      -35,636
      -5,491
      -17,641
      -39,967
      -14,695
      -30
      -347
      -1,662
      -1,515
      -1,025
      -2,534
      -1,613
      -1,432
      -394
      -2,985
      -3,045
      -1,651
      -540
      -1,320
      -864
      -172
      -392
      -2,636
      -535
      -2,465
      168
      1,771
      199
      -4,535
      -1,650
      1,386
      3,286
      1,457
      -1,514
      3,094
      2,414
      6,181
      -2,342
      1,931
      2,909
      1,372
      -1,425
      -3,804
      -2,709
      936
      807
      1,099
      2,673
      1,040
      550
      -485
      -474
      589
      2,092
      -245
      1,114
      -1,815
      -212
      1,749
      1,055
      1,299
      318
      25
      48
      8
      -7
      -1
      -66
      -1,345
      28
      -352
      153
      -695
      -1,575
      -1,575
      1,644
      2,572
      801
      3,929
      242
      4
      181
      43
      25
      23
      807
      -1,003
      13
      3,231
      1,498
      1,771
      -12,598
      4,737
      9,109
      4,830
      -9,198
      -475
      2,243
      9,456
      4,115
      -5,164
      -18,640
      -7,741
      8,684
      27,176
      6,496
      -329
      -1,295
      1,503
      -1,422
      8,192
      7,167
      -2,106
      4,562
      -6,355
      7,231
      -397
      -14
      -143
      -38
      1,192
      34
      14
      78
      400
      292
      79
      88
      148
      97
      392
      229
      2
      -601
      -132
      -291
      -220
      -154
      -7
      -106
      54
      199
      320
      -183
      -6
      -1,656
      -786
      -190
      -1,391
      -485
      1,077
      1,334
      1,725
      896
      1,310
      1,860
      -1,774
      -2,211
      936
      376
      48
      236
      522
      667
      157
      -98
      1,270
      -51
      279
      995
      456
      269
      -464
      -131
      1,061
      1,360
      158
      30
      -9
      -83
      323
      158
      1,723
      1,978
      976
      2,233
      492
      165
      -8,059
      -7,940
      7,672
      7,202
      9,733
      5,500
      8,309
      4,273
      1,070
      24
      5,112
      1,062
      4,769
      364
      -8
      5,562
      2,167
      11,655
      2,390
      13,406
      3,522
      818
      214
      156
      87
      89
      -106
      1,270
      -1,151
      -739
      -1,849
      -2,362
      -2,369
      4,328
      651
      12
      5,027
      2,568
      3,852
      661
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 -8,475
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,412
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 1,412
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 1,412
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 8,044
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,044
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 6,632
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow6,632 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowGA
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 arrowN/A
14
The books are in care ofright arrowTHE FONDA FAMILY FOUNDATION Telephone no.right arrow (404) 475-6020

Located atright arrow1100 PEACHTREE STREET NE SUITE 250ATLANTAGA ZIP+4right arrow30309
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
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
JANE S FONDA CHAIRMAN OF THE BOARD
1.00
0 0 0
1100 PEACHTREE ST NE SUITE 250
ATLANTA,GA30309
JANE S FONDA PRESIDENT
1.00
0 0 0
1100 PEACHTREE ST NE SUITE 250
ATLANTA,GA30309
JANE S FONDA DIRECTOR
1.00
0 0 0
1100 PEACHTREE ST NE SUITE 250
ATLANTA,GA30309
JANE S FONDA SECRETARY
1.00
0 0 0
1100 PEACHTREE ST NE SUITE 250
ATLANTA,GA30309
TROY GARITY DIRECTOR
1.00
0 0 0
1100 PEACHTREE ST NE SUITE 250
ATLANTA,GA30309
NATHALIE VADIM DIRECTOR
1.00
0 0 0
1100 PEACHTREE ST NE SUITE 250
ATLANTA,GA30309
VANESSA VADIM DIRECTOR
1.00
0 0 0
1100 PEACHTREE ST NE SUITE 250
ATLANTA,GA30309
MARY WILLIAMS DIRECTOR
1.00
0 0 0
1100 PEACHTREE ST NE SUITE 250
ATLANTA,GA30309
CLAUDINE PALM TREASURER
5.00
0 0 0
1100 PEACHTREE ST NE SUITE 250
ATLANTA,GA30309
VIVA VADIM DIRECTOR
1.00
0 0 0
1100 PEACHTREE ST NE SUITE 250
ATLANTA,GA30309
MALCOLM VADIM DIRECTOR
1.00
0 0 0
1100 PEACHTREE ST NE SUITE 250
ATLANTA,GA30309
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
7,183,243
b
Average of monthly cash balances.......................
1b
366,034
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
7,549,277
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
7,549,277
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
113,239
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,436,038
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
371,802
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
371,802
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,412
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,412
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
370,390
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
370,390
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
370,390
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
443,500
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
443,500
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 7 370,390
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...... 9,457
c From 2020...... 36,088
d From 2021...... 16,479
e From 2022...... 40,116
f Total of lines 3a through e ........ 102,140
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 443,500
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..... 370,390
e Remaining amount distributed out of corpus 73,110
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 5 175,250
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 ......
175,250
10 Analysis of line 9:
a Excess from 2019.... 9,457
b Excess from 2020.... 36,088
c Excess from 2021.... 16,479
d Excess from 2022.... 40,116
e Excess from 2023.... 73,110
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).)
JANE S FONDA
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

ACLU

125 BROAD STREET 18TH FLOOR
NEW YORK,NY10004
  PC FURTHER ORGANIZATION'S EXEMPT PURPOSE 5,000

BRAVE NEW FILMS

13101 WASHINGTON BLVD 446
LOS ANGELES,CA90066
  PC FURTHER ORGANIZATION'S EXEMPT PURPOSE 9,000

CITY OF HOPE

1500 EAST DUARTE ROAD
DUARTE,CA910103000
  PC FURTHER ORGANIZATION'S EXEMPT PURPOSE 1,000

CLIMATE EMERGENCY FUND

8383 WILSHIRE BLVD SUITE 400
BEVERLY HILLS,CA90211
  PC FURTHER ORGANIZATION'S EXEMPT PURPOSE 7,000

CLIMATE RESOLVE

525 S HEWITT ST
LOS ANGELES,CA90013
  PC FURTHER ORGANIZATION'S EXEMPT PURPOSE 2,500

CURIOUS COMMUNICATIONS

PO BOX 1565
NEW YORK,NY10013
  PC FURTHER ORGANIZATION'S EXEMPT PURPOSE 10,000

DOLORES HUERTA FOUNDATION

PO BOX 2087
BAKERSFIELD,CA93303
  PC FURTHER ORGANIZATION'S EXEMPT PURPOSE 10,000

EMORY UNIVERSITY

1762 CLIFTON ROAD SUITE 1400
ATLANTA,GA30322
  PC JANE FONDA FUND IN CLINICAL ADOLESCENT REPRODUCTIVE HEALTH 200,000

FIRST LOOK INSTITUTE

P0 BOX 27442
WASHINGTON,DC20038
  PC FURTHER ORGANIZATION'S EXEMPT PURPOSE 500

FREE THE WORK

17412 VENTURA BLVS SUITE 732
ENCINO,CA91316
  PC FURTHER ORGANIZATION'S EXEMPT PURPOSE 1,000

FRIENDS OF BALLONA WETLANDS

211 CULVER BLVD SUITE N
PLAYA DEL REY,CA90293
  PC FURTHER ORGANIZATION'S EXEMPT PURPOSE 2,500

GABRIELINO TONGVA SPRINGS FOUNDATION

PO BOX 642043
LOS ANGELES,CA90064
  PC FURTHER ORGANIZATION'S EXEMPT PURPOSE 2,500

GCAPP

1718 PEACHTREE STREET NW SUITE 465
ATLANTA,GA30309
  PC FURTHER ORGANIZATION'S EXEMPT PURPOSE 20,000

GIRLS INC OF SANTA FE

301 HILLSIDE AVENUE
SANTA FE,NM87501
  PC FURTHER ORGANIZATION'S EXEMPT PURPOSE 12,000

GREENPEACE FUND

702 H STREET NW SUITE 300
WASHINGTON,DC20001
  PC FURTHER ORGANIZATION'S EXEMPT PURPOSE 12,000

HEAL THE BAY

1444 9TH STREET
SANTA MONICA,CA90401
  PC FURTHER ORGANIZATION'S EXEMPT PURPOSE 2,500

HOMEBOY INDUSTRIES

130 WEST BRUNO STREET
LOS ANGELES,CA90012
  PC FURTHER ORGANIZATION'S EXEMPT PURPOSE 45,000

HOMIES UNIDOS

2105 BEVERLY BLVD SUITE 219
LOS ANGELES,CA90057
  PC FURTHER ORGANIZATION'S EXEMPT PURPOSE 10,000

IMMIGRANT FAMILIES TOGETHER FOUNDATION

PO BOX 7769
NEW YORK,NY10116
  PC FURTHER ORGANIZATION'S EXEMPT PURPOSE 10,000

INDIGENOUS WOMEN RISING

PO BOX 7475
ALBURQUERQUE,NM87194
  PC FURTHER ORGANIZATION'S EXEMPT PURPOSE 5,000

NEXT STAGE

15 KIMBALL HILL-PO BOX 251
PUTNEY,VT05346
  PC FURTHER ORGANIZATION'S EXEMPT PURPOSE 2,500

PALESTINE CHILDREN'S RELIEF FUND

360 E 2ND STREET SUITE 710
LOS ANGELES,CA90012
  PC FURTHER ORGANIZATION'S EXEMPT PURPOSE 7,500

PICO YOUTH & FAMILY CENTER

715 PICO BOULEVARD
SANTA MONICA,CA90405
  PC FURTHER ORGANIZATION'S EXEMPT PURPOSE 2,500

PLANNED PARENTHOOD

123 WILLIAM STREET 10TH FLOOR
NEW YORK,NY10038
  PC FURTHER ORGANIZATION'S EXEMPT PURPOSE 6,000

PUTNEY CARES

PO BOX 108
PUTNEY,VT05346
  PC FURTHER ORGANIZATION'S EXEMPT PURPOSE 2,500

STAGE 33 LIVE LTD

8A ATKINSON STREET
BELLOW FALLS,VT05101
  PC FURTHER ORGANIZATION'S EXEMPT PURPOSE 2,000

THOMASVILLE COMMUNITY RESOURCE CENTER

PO BOX 1897
THOMASVILLE GEORGIA,GA317991897
  PC FURTHER ORGANIZATION'S EXEMPT PURPOSE 10,000

UNITED NATIONS FOUNDATION

1750 PENNSYLVANIA AVE NW SUITE 300
WASHINGTON,DC20006
  PC GIRL UP 24,000

UPAYA ZEN CENTER

1404 CERRO GORDO ROAD
SANTA FE,NM87501
  PC FURTHER ORGANIZATION'S EXEMPT PURPOSE 5,000

VERMONT INDEPENDENT MEDIAINC

PO BOX 1212
BRATTLEBORO,VT05302
  PC FURTHER ORGANIZATION'S EXEMPT PURPOSE 5,000

WE THE PEOPLE OPPORTUNITY FARM

3000 GREEN ROAD 131382
ANN ARBOR,MI48113
  PC FURTHER ORGANIZATION'S EXEMPT PURPOSE 5,000

WOMEN'S FREEDOM CENTER

PO BOX 933
BRATTLEBORO,VT05302
  PC FURTHER ORGANIZATION'S EXEMPT PURPOSE 4,000
Total .................................right arrow 3a 443,500
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
    14 63,150  
4 Dividends and interest from securities ....     14 119,238  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 17  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 -8,475  
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) .. 0 173,930 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
173,930
(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:
THE FONDA FAMILY FOUNDATION INC
EIN:
58-2365665
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 6,775 0   0

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

TY 2023 DepreciationSchedule
Name:
THE FONDA FAMILY FOUNDATION INC
EIN:
58-2365665
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)
Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
LEASEHOLD IMPROVEMENTS 2000-01-01 532,922 302,928 SL 39.000000000000 13,665 0    
LEASEHOLD IMPROVEMENTS 2001-01-01 10,454 5,775 SL 39.000000000000 268 0    
OTHER 2001-01-01 168,812 168,811 200DB 5.000000000000 0 0    

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE FONDA FAMILY FOUNDATION INC
EIN:
58-2365665
Name of Bond End of Year Book Value End of Year Fair Market Value
CORPORATE BONDS 1,872,109 1,890,488

TY 2023 InvestmentsCorpStockSchedule
Name:
THE FONDA FAMILY FOUNDATION INC
EIN:
58-2365665
Name of Stock End of Year Book Value End of Year Fair Market Value
CORPORATE STOCK 3,442,929 5,028,009

TY 2023 InvestmentsGovtObligationsSch
Name:
THE FONDA FAMILY FOUNDATION INC
EIN:
58-2365665
US Government Securities - End of Year Book Value:

657,398
US Government Securities - End of Year Fair Market Value:

655,135
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 InvestmentsOtherSchedule2
Name:
THE FONDA FAMILY FOUNDATION INC
EIN:
58-2365665
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ETF'S/ MUTUAL FUNDS FMV 82,750 83,655
OTHER FMV 58,288 58,288

TY 2023 LandEtcSchedule2
Name:
THE FONDA FAMILY FOUNDATION INC
EIN:
58-2365665
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
LEASEHOLD IMPROVEMENTS 532,922 316,593 216,329  
LEASEHOLD IMPROVEMENTS 10,454 6,043 4,411  
OTHER 168,812 168,811 1  


TY 2023 OtherIncomeSchedule2
Name:
THE FONDA FAMILY FOUNDATION INC
EIN:
58-2365665
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MORGAN STANLEY #759 17 17 17


TY 2023 OtherProfessionalFeesSchedule
Name:
THE FONDA FAMILY FOUNDATION INC
EIN:
58-2365665
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVISORY FEES 77,231 77,231   0


TY 2023 TaxesSchedule
Name:
THE FONDA FAMILY FOUNDATION INC
EIN:
58-2365665
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 3,578 3,578   0