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 V & L MARX FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)14 BROOKLINE ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SCARSDALE, NY10583
A Employer identification number

03-0536676
B Telephone number (see instructions)

(201) 909-0090
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$147,620,896J 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 90,526 90,526  
4 Dividends and interest from securities... 3,324,243 3,324,243  
5a Gross rents............ 5,698 5,698  
b Net rental income or (loss) 5,698
6a Net gain or (loss) from sale of assets not on line 10 308,766
b Gross sales price for all assets on line 6a 12,564,767
7 Capital gain net income (from Part IV, line 2)... 308,766
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,993 2,993  
12 Total. Add lines 1 through 11........ 3,732,226 3,732,226  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
69,700 11,549    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
197,009 195,229   1,780
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 266,709 206,778   1,780
25 Contributions, gifts, grants paid....... 6,779,500 6,779,500
26 Total expenses and disbursements. Add lines 24 and 25 7,046,209 206,778   6,781,280
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,313,983
b Net investment income (if negative, enter -0-) 3,525,448
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 6,920,022 5,435,652 5,435,655
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) 677,385 Click to see attachment
List of Attached Documents:
// Content
3,024,501 		3,073,183
b Investments—corporate stock (attach schedule)....... 58,726,772 Click to see attachment
List of Attached Documents:
// Content
54,895,832 		134,046,784
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,283,535 Click to see attachment
List of Attached Documents:
// Content
3,922,677 		4,994,628
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
66,105 		Click to see attachment
List of Attached Documents:
// Content
70,646 		Click to see attachment
List of Attached Documents:
// Content
70,646
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 70,673,819 67,349,308 147,620,896
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) Click to see attachment
List of Attached Documents:
// Content
45,371 		Click to see attachment
List of Attached Documents:
// Content
34,843
23 Total liabilities (add lines 17 through 22)......... 45,371 34,843
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........ 54,190,390 54,190,390
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 16,438,058 13,124,075
29 Total net assets or fund balances (see instructions)..... 70,628,448 67,314,465
30 Total liabilities and net assets/fund balances (see instructions). 70,673,819 67,349,308
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
70,628,448
2
Enter amount from Part I, line 27a .....................
2
-3,313,983
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
67,314,465
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
67,314,465
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 SEE QUENT K-1 S/T P   2023-12-31
b BBX CAPITAL INC A P   2023-11-09
c ALCOA CORP P 2022-01-04 2023-02-02
d PAYPAL HOLDINGS INC P 2022-02-03 2023-05-10
e SEE QUENT K-1 L/T P   2023-12-31
BROADCOM INC P   2023-11-24
ALPHABET INC CL A P 2019-01-25 2023-08-28
PAYPAL HOLDINGS INC P 2022-02-10 2023-05-10
LITIGATION PROCEEDS P   2023-12-31
VMWARE INC A P   2023-11-24
IDEXX LABS INC P 2015-05-01 2023-02-03
PAYPAL HOLDINGS INC P 2022-02-24 2023-05-10
GAIN ON KKR OFFSHORE P   2023-12-31
US TREASURY 0.125% 12/15/23 P   2023-12-15
IDEXX LABS INC P 2015-05-01 2023-05-25
PAYPAL HOLDINGS INC P 2022-07-25 2023-05-10
SECTION 1231 LOSS FROM SYNDICATES P   2023-12-31
SCHWAB VARIABLE SHARE PRICE MONEY UL P   2023-12-28
IDEXX LABS INC P 2017-10-30 2023-05-25
PAYPAL HOLDINGS INC P 2022-12-01 2023-05-10
SCHWAB VARIABLE SHARE PRICE MONEY UL P   2023-01-09
US TREASURY 2.625% 12/31/23 P   2023-12-31
INVESCO KBW BANK ETF P 2022-07-07 2023-02-21
PAYPAL HOLDINGS INC P 2023-04-27 2023-05-10
SCHWAB VARIABLE SHARE PRICE MONEY UL P   2023-01-10
TEVA PHARMACEUTICAL P   2023-04-14
INVESCO KBW BANK ETF P 2022-10-31 2023-02-21
ROSS STORES INC P 2023-03-08 2023-08-28
SCHWAB VARIABLE SHARE PRICE MONEY UL P   2023-03-01
ALPHABET INC C P   2023-07-05
LOCKHEED MARTIN CORP P 2021-01-28 2023-01-03
SCHWAB VARIABLE SHARE PRICE MONEY UL P   2023-03-06
MICROSOFT CORP P   2023-07-05
PERKINELMER INC P 2022-10-03 2023-04-27
SCHWAB VARIABLE SHARE PRICE MONEY UL P   2023-03-29
LOCKHEED MARTIN CORP P   2023-09-22
PARN CORE EQT-INSTL INSTITU P 2015-05-18 2023-03-13
SCHWAB VARIABLE SHARE PRICE MONEY UL P   2023-04-21
ALPHABET INC A P   2023-10-13
PAYPAL HOLDINGS INC P 2020-03-19 2023-05-10
VERALTO CORP P   2023-10-02
MASTERCARD INC A P   2023-10-13
PAYPAL HOLDINGS INC P 2020-03-19 2023-05-10
SCHWAB VARIABLE SHARE PRICE MONEY UL P   2023-10-04
RBC EARNINGS INC P   2023-10-13
PAYPAL HOLDINGS INC P 2020-04-06 2023-05-10
LORD ABBETT ULTRA SHORT BOND A P   2023-10-16
ROSS STORES INC P   2023-10-13
PAYPAL HOLDINGS INC P 2021-11-10 2023-05-10
BLUEGREEN VACATIONS A P   2023-11-06
BANK OF AMERICA CORP P   2023-10-23
PAYPAL HOLDINGS INC P 2021-12-22 2023-05-10
(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     63,437 -63,437
b 26,271   23,700 2,571
c 121,387   88,619 32,768
d 9,438   18,578 -9,140
e     281,479 -281,479
94   23 71
19,614   8,251 11,363
9,438   14,901 -5,463
21,984     21,984
317,918     317,918
11,974   1,650 10,324
12,584   19,838 -7,254
24,446     24,446
300,000   300,000  
114,863   16,501 98,362
9,438   12,005 -2,567
    118 -118
3,000,000   2,998,938 1,062
45,945   16,500 29,445
9,438   11,810 -2,372
74,769   74,739 30
200,000   200,000  
113,397   106,300 7,097
18,876   22,242 -3,366
110,398   110,354 44
204,604   242,684 -38,080
11,340   10,741 599
23,947   17,242 6,705
113,000   112,955 45
61,549   44,792 16,757
47,949   33,296 14,653
280,000   279,888 112
84,704   26,542 58,162
127,548   124,165 3,383
120,000   119,988 12
186,820   153,984 32,836
70,000   67,200 2,800
383,141   383,103 38
20,575   8,251 12,324
40,898   62,887 -21,989
25   2 23
19,848   14,402 5,446
15,730   24,193 -8,463
400,000   399,880 120
23,781   12,250 11,531
15,730   51,865 -36,135
5,178,066   5,252,242 -74,176
78,404   60,347 18,057
6,292   19,091 -12,799
242,838   118,500 124,338
179,128   193,445 -14,317
15,730   32,083 -16,353
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       -63,437
b       2,571
c       32,768
d       -9,140
e       -281,479
      71
      11,363
      -5,463
      21,984
      317,918
      10,324
      -7,254
      24,446
       
      98,362
      -2,567
      -118
      1,062
      29,445
      -2,372
      30
       
      7,097
      -3,366
      44
      -38,080
      599
      6,705
      45
      16,757
      14,653
      112
      58,162
      3,383
      12
      32,836
      2,800
      38
      12,324
      -21,989
      23
      5,446
      -8,463
      120
      11,531
      -36,135
      -74,176
      18,057
      -12,799
      124,338
      -14,317
      -16,353
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 2 308,766
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 -10,857
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 49,004
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 49,004
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 49,004
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 68,000
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 68,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 18,996
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow18,996 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrow
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 arrowPETER ZOCH CPA Telephone no.right arrow (201) 909-0090

Located atright arrow365 W PASSAIC ST SUITE 310365 W PASSAIC ST SUITE 310ROCHELLE PARKNJ ZIP+4right arrow07662
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
 
 
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
JENNIFER GRUENBERG PRESIDENT
15.00 		0 0 0
14 BROOKLINE ROAD
SCARSDALE,NY10583
WENDY GRUENBERG SECRETARY
2.00 		0 0 0
14 BROOKLINE ROAD
SCARSDALE,NY10583
LEONARD GRUENBERG VP/CHIEF FIN
5.00 		0 0 0
14 BROOKLINE ROAD
SCARSDALE,NY10583
JON GRUENBERG TREASURER
2.00 		0 0 0
14 BROOKLINE ROAD
SCARSDALE,NY10583
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  
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
BECK MACK & OLIVER LLC INVESTMENT ADVI 87,989
565 FIFTH AVE 19TH FLOOR
NEW YORK,NY100177111
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 N/A  
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
129,863,450
b
Average of monthly cash balances.......................
1b
6,518,992
c
Fair market value of all other assets (see instructions)................
1c
4,619,159
d
Total (add lines 1a, b, and c).........................
1d
141,001,601
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
141,001,601
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
6,500,000
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
134,501,601
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
6,725,080
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
6,725,080
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
49,004
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
49,004
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
6,676,076
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
6,676,076
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
6,676,076
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
6,781,280
b
Program-related investments—total from Part VIII-B..................
1b
 
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
6,781,280
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 6,676,076
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 6,616,734
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 6,781,280
a Applied to 2022, but not more than line 2a 6,616,734
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 164,546
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2023.    
(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  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		6,511,530
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
JENNIFER GRUENBERG
14 BROOKLINE ROAD
SCARSDALE,NY10583
(201) 909-0090
bThe form in which applications should be submitted and information and materials they should include:
A STATEMENT(VIA US MAIL)DETAILING COMPLETE INFORMATION AS TO GRANT REQUESTED.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
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

914 CARES

28 KAYSAL COURT SUITE 1
ARMONK,NY10504 		  PC GENERAL CORPORATE PURPOSE 5,000

A BETTER CHANCE

235 WEST 35TH STREET 6TH
NEW YORK,NY100011907 		  PC GENERAL CORPORATE PURPOSE 5,000

AMERICAN FOLK ART MUSEUM

47-29 32ND PLACE
LONG ISLAND CITY,NY111012409 		  PC GENERAL CORPORATE PURPOSE 1,000

AMERICAN FRIENDS OF SOROKA MEDICAL

PO BOX 184-H
SCARSDALE,NY10583 		  PC GENERAL CORPORATE PURPOSE 10,000

AMERICAN JEWISH COMMITTEE

165 EAST 56TH STEET
NEW YORK,NY10022 		  PC GENERAL CORPORATE PURPOSE 17,500

AMERICAN MUSEUM OF NATURAL HISTORY

CENTRAL PARK WEST AT 79TH
NEW YORK,NY10024 		  PC GENERAL CORPORATE PURPOSE 5,000

ARC WESTCHESTER FOUNDATION

GLEESON-ISRAEL GATEWAY CE
HAWTHORNE,NY10532 		  PC GENERAL CORPORATE PURPOSE 25,000

AYFA FOUNDATION

140 SAW MILL RIVER ROAD
YONKERS,NY10701 		  PC GENERAL CORPORATE PURPOSE 10,000

BAPS CHARITIES

81 SUTTONS LANE SUITE 13
PISCATAWY,NJ08854 		  PC GENERAL CORPORATE PURPOSE 10,000

BARRIER ISLAND PARKS SOCIETY

PO BOX 637
BOCA GRANDE,FL33921 		  PC GENERAL CORPORATE PURPOSE 3,000

BERKELEY DIVINITY SCHOOL

409 PROSPECT STREET
NEW HAVEN,CT06511 		  PC GENERAL CORPORATE PURPOSE 10,000

BLYTHEDALE CHILDREN'S HOSPITAL

95 BRADHURST AVENUE
VALHALLA,NY105957555 		  PC GENERAL CORPORATE PURPOSE 3,500

BOCA GRANDE HEALTH CLINIC FOUNDATIO

PO BOX 2340
BOCA GRANDE,FL33921 		  PC GENERAL CORPORATE PURPOSE 250,000

BOCA GRANDE WOMAN'S CLUB

PO BOX 65
BOCA GRANDE,FL33921 		  PC GENERAL CORPORATE PURPOSE 25,000

BOSTON UNIVERSITY - SCHOOL OF DENTA

85 EAST NEWTON STREET M-
BOSTON,MA02118 		  PC GENERAL CORPORATE PURPOSE 10,000

BRAIN & BEHAVIOR RESEARCH FOUNDATIO

747 THIRD AVENUE 33RD FL
NEW YORK,NY10017 		  PC GENERAL CORPORATE PURPOSE 10,000

BREAST CANCER ALLIANCE

48 MAPLE AVENUE
GREENWICH,CT06830 		  PC GENERAL CORPORATE PURPOSE 2,500

BRIDGE GOLF FOUNDATION

33 WEST 116TH ST
NEW YORK,NY10026 		  PC GENERAL CORPORATE PURPOSE 2,500

BURKE REHABILITATION HOSPITAL

785 MAMARONECK AVENUE
WHITE PLAINS,NY10605 		  PC GENERAL CORPORATE PURPOSE 20,000

CANCER SUPPORT COMMUNITY OF ANN ARB

2010 HOGBACK ROAD STE 3
ANN ARBOR,MI48105 		  PC GENERAL CORPORATE PURPOSE 5,000

CARAMOOR CENTER FOR THE ARTS

PO BOX 816
KATONAH,NY10536 		  PC GENERAL CORPORATE PURPOSE 1,000

CARNEGIE HALL

881 SEVENTH AVENUE
NEW YORK,NY10019 		  PC GENERAL CORPORATE PURPOSE 20,000

CASA - NYC

48 WALL STREET 11TH FL
NEW YORK,NY10005 		  PC GENERAL CORPORATE PURPOSE 5,000

CATHOLIC CHARITIES DIOCESE OF VENI

PO BOX 1386
BOCA GRANDE,FL339211386 		  PC GENERAL CORPORATE PURPOSE 25,000

CENTER FOR HEARING & COMMUNICATION

50 BROADWAY
NEW YORK,NY10004 		  PC GENERAL CORPORATE PURPOSE 10,000

CENTRAL PARK CONSERVANCY

14 EAST 60TH STREET
NEW YORK,NY10022 		  PC GENERAL CORPORATE PURPOSE 5,000

CHILD CARE COUNCIL OF WESTCHESTER

313 CENTRAL PARK AVENUE
SCARSDALE,NY10583 		  PC GENERAL CORPORATE PURPOSE 25,000

COLUMBIA UNIVERSITY SCHOOL OF SOCIA

1255 AMSTERDAM AVENUE SU
NEW YORK,NY10027 		  PC GENERAL CORPORATE PURPOSE 20,000

DANVILLE AREA COMMUNITY COLLEGE FOU

2000 EAST MAIN STREET
DANVILLE,IL61832 		  PC GENERAL CORPORATE PURPOSE 1,000

DARTMOUTH COLLEGE

6066 DEVELOPMENT OFFICE
HANOVER,NH037554400 		  PC GENERAL CORPORATE PURPOSE 85,000

ECOLOGY IN CLASSROOMS & OUTDOORS

PO BOX 90293
PORTLAND,OR97290 		  PC GENERAL CORPORATE PURPOSE 10,000

ENGLEWOOD YMCA

701 MEDICAL BOULEVARD
ENGLEWOOD,FL34223 		  PC GENERAL CORPORATE PURPOSE 10,000

ENTERTAINMENT COMMUNITY F

729 SEVENTH AVE 10TH FL
NEW YORK,NY10019 		  PC GENERAL CORPORATE PURPOSE 2,500

FEEDING WESTCHESTER

200 CLEARBROOK RD STE 16
ELMSFORD,NY10523 		  PC GENERAL CORPORATE PURPOSE 25,000

FOUNDATION IN SUPPORT OF EDUCATIONA

250 WARBURTON AVENUE
YONKERS,NY10701 		  PC GENERAL CORPORATE PURPOSE 25,000

FRIENDS OF BOCA GRANDE - RENAISSANC

131 FIRST STREET WEST PO
BOCA GRANDE,FL33921 		  PC GENERAL CORPORATE PURPOSE 250,000

FRIENDS OF BOCA GRANDE COMMUNITY CE

131 FIRST STREET WEST PO
BOCA GRANDE,FL33921 		  PC GENERAL CORPORATE PURPOSE 15,000

FRIENDS OF SCARSDALE LIBRARY

PO BOX 628
SCARSDALE,NY10583 		  PC GENERAL CORPORATE PURPOSE 25,000

FSHD SOCIETY INC

450 BEDFORD STREET
LEXINGTON,MA02420 		  PC GENERAL CORPORATE PURPOSE 1,500

GBS-CIPD FOUNDATION INTERNATIONAL

375 EAST ELM STREET SUIT
CONSHOHOCKEN,PA19428 		  PC GENERAL CORPORATE PURPOSE 10,000

GICIA (GASPARILLA ISLAND CONSERVATI

PO BOX 446 131 FIRST S
BOCA GRANDE,FL33921 		  PC GENERAL CORPORATE PURPOSE 7,500

GILDA'S CLUB WESTCHESTER

80 MAPLE AVENUE
WHITE PLAINS,NY106015105 		  PC GENERAL CORPORATE PURPOSE 2,500

GLSEN - OWER HUDSON VALLEY

PO BOX 604
YORKTOWN HEIGHTS,NY10598 		  PC GENERAL CORPORATE PURPOSE 5,000

GRAD BAG

PO BOX 605
SCARSDALE,NY10583 		  PC GENERAL CORPORATE PURPOSE 15,000

GREATER MILWAUKEE FOUNDATION

101 W PLEASANT ST
MILWAUKEE,WI53212 		  PC GENERAL CORPORATE PURPOSE 5,000

GREYSTON FOUNDATION

21 PARK AVENUE
YONKERS,NY107033401 		  PC GENERAL CORPORATE PURPOSE 5,000

HACKLEY SCHOOL

293 BENEDICT AVENUE
TARRYTOWN,NY10591 		  PC GENERAL CORPORATE PURPOSE 125,000

HEALTHNETWORK FOUNDATION

33 RIVER STREET
CHAGRIN FALLS,OH44022 		  PC GENERAL CORPORATE PURPOSE 10,000

HECHINGER REPORT THE TEACHERS CO

525 W 120TH ST STE 127
NEW YORK,NY10027 		  PC GENERAL CORPORATE PURPOSE 10,000

HISTORY MATTERSBACK TO THE FUTURE

340 WEST 87TH STREEET 5
NEW YORK,NY10024 		  PC GENERAL CORPORATE PURPOSE 10,000

HOSPICE OF WESTCHESTER

1025 WESTCHESTER AVENUE
WHITE PLAINS,NY10604 		  PC GENERAL CORPORATE PURPOSE 20,000

HUDSON INSTITUTE

1201 PENNSYLVANIA AVENUE
WASHINGTON,DC200042401 		  PC GENERAL CORPORATE PURPOSE 25,000

INSTITUTE FOR CITIZENS & SCHOLARS

104 CARNEGIE CENTER SUII
PRINCETON,NJ08540 		  PC GENERAL CORPORATE PURPOSE 25,000

INTERNATIONAL MYELOMA FOUNDATION

12650 RIVERSIDE DRIVE SU
NORTH HOLLYWOOD,CA91607 		  PC GENERAL CORPORATE PURPOSE 50,000

ISLAND SCHOOL THE

PO BOX 1090
BOCA GRANDE,FL339211090 		  PC GENERAL CORPORATE PURPOSE 50,000

ISRAEL CANCER RESEARCH FUND

52 VANDERBILT AVENUE SUI
NEW YORK,NY100173834 		  PC GENERAL CORPORATE PURPOSE 10,000

JACOB BURNS FILM CENTER

405 MANVILLE ROAD
PLEASANTVILLE,NY10570 		  PC GENERAL CORPORATE PURPOSE 1,500

JF LIBRARY FOUNDATION

PO BOX 309 1040 WEST 1
BOCA GRANDE,FL33921 		  PC GENERAL CORPORATE PURPOSE 37,000

JUILLIARD SCHOOL

60 LINCOLN CENTER PLAZA
NEW YORK,NY10023 		  PC GENERAL CORPORATE PURPOSE 10,000

JUNIOR LEAGUE OF CENTRAL WESTCHESTE

1039 POST ROAD
SCARSDALE,NY10583 		  PC GENERAL CORPORATE PURPOSE 10,000

LIBRARY FOUNDATION THE - MULTNOMAH

620 SW FIFTH AVENUE SUIT
PORTLAND,OR97204 		  PC GENERAL CORPORATE PURPOSE 200,000

LINCOLN CENTER

70 LINCOLN CENTER PLAZA
NEW YORK,NY100236583 		  PC GENERAL CORPORATE PURPOSE 5,000

LUSTGARTEN FOUNDATION

415 CROSSWAYS PARK DRIVE
WOODBURY,NY11797 		  PC GENERAL CORPORATE PURPOSE 2,500

MANHATTAN THEATRE CLUB

311 WEST 43RD STREET 8TH
NEW YORK,NY10036 		  PC GENERAL CORPORATE PURPOSE 10,000

MAYO CLINIC

200 FIRST STREET SW
ROCHESTER,MN55905 		  PC GENERAL CORPORATE PURPOSE 5,000

MEMORIAL SLOAN-KETTERING CANCER CEN

1275 YORK AVENUE
NEW YORK,NY10065 		  PC GENERAL CORPORATE PURPOSE 5,000

METROPOLITAN GOLF ASSOCIATION CADDI

49 KNOLLWOOD ROAD
ELMSFORD,NY10523 		  PC GENERAL CORPORATE PURPOSE 10,000

METROPOLITAN MUSEUM OF ART

PO BOX
NEW YORK,NY10028 		  PC GENERAL CORPORATE PURPOSE 10,000

MILLS COLLEGE (MCCNY TRI-STATE SCHO

5000 MACARTHUR BLVD
OAKLAND,CA94613 		  PC GENERAL CORPORATE PURPOSE 5,000

MOBILIZATION FOR JUSTICE

100 WILLIAM STREET 6TH F
NEW YORK,NY10038 		  PC GENERAL CORPORATE PURPOSE 10,000

MOUNT SINAI HEALTH SYSTEM

ONE GUSTAVE L LEVY PLACE
NEW YORK,NY10029 		  PC GENERAL CORPORATE PURPOSE 110,000

NEW ALTERNATIVES FOR CHILDREN

37 WEST 26TH STREET
NEW YORK,NY10010 		  PC GENERAL CORPORATE PURPOSE 25,000

NEW YORK BOTANICAL GARDEN

2900 SOUTHERN BLVD
BRONX,NY104580649 		  PC GENERAL CORPORATE PURPOSE 5,000

NEW YORK PHILHARMONIC

DAVID GEFFEN HALL 10 LIN
NEW YORK,NY10023 		  PC GENERAL CORPORATE PURPOSE 725,000

NEW YORK PUBLIC LIBRARY

445 FIFTH AVENUE
NEW YORK,NY10016 		  PC GENERAL CORPORATE PURPOSE 10,000

NEW YORK PUBLIC RADIO

169 VARICK STREET
NEW YORK,NY10013 		  PC GENERAL CORPORATE PURPOSE 10,000

OREGON EPISCOPAL SCHOOL

6300 SW NICHOL ROAD
PORTLAND,OR97223 		  PC GENERAL CORPORATE PURPOSE 75,000

PARKINSON'S FOUNDATION

1359 BROADWAY SUITE 1509
NEW YORK,NY10018 		  PC GENERAL CORPORATE PURPOSE 15,000

PEACHTREE PRESBYTERIAN PRESCHOOL

3434 ROSWELL RD NW
ATLANTA,GA30305 		  PC GENERAL CORPORATE PURPOSE 10,000

PEPS (PROGRAM FOR EARLY PARENT SUPP

4649 SUNNYSIDE AVENUE NOR
SEATTLE,WA98103 		  PC GENERAL CORPORATE PURPOSE 5,000

POWER MY LEARNING

520 EIGHTH AVENUE FLOOR
NEW YORK,NY10018 		  PC GENERAL CORPORATE PURPOSE 10,000

RAMAPO FOR CHILDREN

PO BOX 266
RHINEBECK,NY125720266 		  PC GENERAL CORPORATE PURPOSE 5,000

READING RESULTS

3115 NE SANDY BOULEVARD
PORTLAND,OR97232 		  PC GENERAL CORPORATE PURPOSE 150,000

RETT SYNDROME RESEARCH TRUST

67 UNDER CLIFF ROAD
TRUMBULL,CT06611 		  PC GENERAL CORPORATE PURPOSE 50,000

ROCKEFELLER UNIVERSITY

1230 YORK AVENUE AT EAST
NEW YORK,NY10065 		  PC GENERAL CORPORATE PURPOSE 3,500

ROYAL PALM PLAYERS

PO BOX 954
BOCA GRANDE,FL33921 		  PC GENERAL CORPORATE PURPOSE 5,000

SCARSDALE & EDGEMONT FAMILY COUNSEL

14 HARWOOD COURT 405
SCARSDALE,NY10583 		  PC GENERAL CORPORATE PURPOSE 75,000

SCARSDALE ADULT SCHOOL

PO BOX 205
SCARSDALE,NY10583 		  PC GENERAL CORPORATE PURPOSE 10,000

SCARSDALE FOUNDATION THE

PO BOX 542
SCARSDALE,NY10583 		  PC GENERAL CORPORATE PURPOSE 5,000

SCARSDALE VOLUNTEER AMBULANCE CORPS

PO BOX 92
SCARSDALE,NY10583 		  PC GENERAL CORPORATE PURPOSE 25,000

SCARSDALE WOMAN'S CLUB

37 DRAKE ROAD
SCARSDALE,NY10583 		  PC GENERAL CORPORATE PURPOSE 25,000

SCARSDALE WOMEN'S EXCHANGE

6 HARWOOD COURT
SCASDALE,NY10583 		  PC GENERAL CORPORATE PURPOSE 10,000

SCHOOL OF PRACTICAL PHILOSOPHY THE

12 EAST 79TH STREET
NEW YORK,NY10075 		  PC GENERAL CORPORATE PURPOSE 10,000

STUDENT ADVOCACY

3 WEST MAIN STREET SUITE
ELMSFORD,NY10523 		  PC GENERAL CORPORATE PURPOSE 2,000

SUMMER CAMP THE

8 CHURCH STREET
BRIDGTON,ME04009 		  PC GENERAL CORPORATE PURPOSE 40,000

SURPRISE LAKE CAMP

382 LAKE SURPRISE ROAD
COLD SPRING,NY10516 		  PC GENERAL CORPORATE PURPOSE 10,000

TEACHERS COLLEGE COLUMBIA UNIVERSIT

525 WEST 120TH STREET BO
NEW YORK,NY10027 		  PC GENERAL CORPORATE PURPOSE 160,000

THE 1898 FOUNDATION

PO BOX 248
PURCHASE,NY10577 		  PC GENERAL CORPORATE PURPOSE 10,000

THE ACCELERATION PROJECT

PO BOX 335
SCARSDALE,NY10583 		  PC GENERAL CORPORATE PURPOSE 25,000

THE BLOSSER CENTER

PO BOX 18082
PORTLAND,OR97218 		  PC GENERAL CORPORATE PURPOSE 75,000

THE SHADOW PROJECT

2154 NE BROADWAY SUITE 1
PORTLAND,OR97232 		  PC GENERAL CORPORATE PURPOSE 10,000

TROUT UNLIMITED

PO BOX 7400
WOOLLY BUGGER,WV254387400 		  PC GENERAL CORPORATE PURPOSE 5,000

TUFTS UNIVERSITY SCHOOL OF MEDICINE

136 HARRISON AVENUE
BOSTON,MA02111 		  PC GENERAL CORPORATE PURPOSE 10,000

UJA-FEDERATION

130 EAST 59TH STREET
NEW YORK,NY10022 		  PC GENERAL CORPORATE PURPOSE 50,000

UNITED HEBREW

391 PELHAM RAOD
NEW ROCHELLE,NY10805 		  PC GENERAL CORPORATE PURPOSE 10,000

UNITED WAY OF WESTCHESTER & PUTNAM

336 CENTRAL PARK AVENUE
WHIE PLAINS,NY10606 		  PC GENERAL CORPORATE PURPOSE 25,000

URBANGLASS

647 FULTON STREET
BROOKLYN,NY11217 		  PC GENERAL CORPORATE PURPOSE 5,000

VOLUNTEER NEW YORK

220 WHITE PLAINS ROAD 2N
TARRYTOWN,NY10591 		  PC GENERAL CORPORATE PURPOSE 35,000

WEILL CORNELL MEDICINE DEPARTMENT O

1300 YORK AVENUE BOX 314
NEW YORK,NY101310628 		  PC GENERAL CORPORATE PURPOSE 10,000

WESTCHESTER CHILDREN'S ASSOCIATION

470 MAMARONECK AVENUE SU
WHITE PLAINS,NY10605 		  PC GENERAL CORPORATE PURPOSE 25,000

WESTCHESTER COMMUNITY COLLEGE FOUND

HARTFORD HALL 75 GRASSLA
VALHALLA,NY10595 		  PC GENERAL CORPORATE PURPOSE 289,000

WESTCHESTER GOLF ASSOCIATION CADDIE

49 KNOLLWOOD ROAD
ELMSFORD,NY10523 		  PC GENERAL CORPORATE PURPOSE 5,000

WESTCHESTER JEWISH COMMUNITY SERVIC

845 NORTH BRODWAY
WHITE PLAINS,NY10603 		  PC GENERAL CORPORATE PURPOSE 10,000

WESTCHESTER PARKS FOUNDATION (FORME

155 LAYFAYETTE AVENUE SU
WHITE PLAINS,NY10603 		  PC GENERAL CORPORATE PURPOSE 2,500

WESTCHESTER REFORM TEMPLE

255 MAMARONECK ROAD
SCARSDALE,NY10583 		  PC GENERAL CORPORATE PURPOSE 50,000

WHITE PLAINS HOSPITAL

41 EAST POST ROAD
WHITE PLAINS,NY10601 		  PC GENERAL CORPORATE PURPOSE 2,275,000

WILD CENTER THE

45 MUSEUM DRIVE
TUPPER LAKE,NY12986 		  PC GENERAL CORPORATE PURPOSE 2,000

WNET-THIRTEEN

825 EIGHTH AVENUE
NEW YORK,NY100197435 		  PC GENERAL CORPORATE PURPOSE 25,000

WOMEN'S ENTERPRISE DEVELOPMENT CENT

901 NORTH BROADWAY SUITE
WHITE PLAINS,NY10603 		  PC GENERAL CORPORATE PURPOSE 15,000

WOMEN'S PROJECT THEATRE

55 WEST END AVENUE
NEW YORK,NY10023 		  PC GENERAL CORPORATE PURPOSE 5,000

WORDSTART EASY LITERACY FOUNDATION

177 HILLCREST ROAD
MT VERNON,NY10552 		  PC GENERAL CORPORATE PURPOSE 15,000

YALE CHILD STUDY CENTER

PO BOX 2038
NEW HAVEN,CT065212038 		  PC GENERAL CORPORATE PURPOSE 250,000

YALE UNIVERSITY

PO BOX 2038
NEW HAVEN,CT065212038 		  PC GENERAL CORPORATE PURPOSE 245,000

YONKERS PARTNERS IN EDUCATION

92 MAIN STREET
YONKERS,NY10701 		  PC GENERAL CORPORATE PURPOSE 10,000

ZERO TO THREE

1255 23RD STREET NW SUI
WASHINGTON,DC20037 		  PC GENERAL CORPORATE PURPOSE 3,500
Total .................................right arrow 3a 6,779,500
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 90,526  
4 Dividends and interest from securities ....     14 3,324,243  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 5,698  
6 Net rental income or (loss) from personal property          
7 Other investment income .....     18 2,993  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    14 308,766  
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) ..   3,732,226  
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,732,226
(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 ContractorCompensationExpln
Name:
THE V & L MARX FOUNDATION
EIN:
03-0536676
Contractor Explanation
BECK MACK & OLIVER LLC INVESTMENT ADVISORY FEES

TY 2023 InvestmentsCorpStockSchedule
Name:
THE V & L MARX FOUNDATION
EIN:
03-0536676
Name of Stock End of Year Book Value End of Year Fair Market Value
17 WEST ORANGE REALTY 629,584 629,584
26 EAST REALTY CO 1,115,207 1,115,207
ABBOTT LABORATORIES 173,502 825,525
ABBVIE INC 188,148 1,162,275
ADJUSTMENT TO COST BASIS 8,673  
ADJUSTMENT TO COST BASIS 51,464  
ADJUSTMENT TO COST BASIS 320  
AIR PRODUCTS & CHEMICALS INC 256,718 1,095,200
AKAMAI TECHNOLOGIES 452,991 1,307,768
ALBEMARLE CORPORATION 71,112 621,264
ALCOA CORPORATION (AA)    
ALPHABET INC CAP STK CL C    
ALPHABET INC. A 287,362 1,634,373
ALPHABET INC. C 113,360 1,130,259
ALPHABET INC-CL A (GOOGL) 186,128 493,255
ALPHABET INC-CL A (GOOGL) 124,445 279,380
AMERICAN AIRLS GROUP 271,550 206,100
AMERICAN EXPRESS CO 157,155 299,744
AMGEN INC 489,438 2,592,180
ANALOG DEVICES INC 1,411,732 5,222,128
ANALOG DEVICES INC (ADI) 128,100 268,056
APOLLO GLOBAL MGMT INC 248,240 931,900
APPLE INC 320,814 3,773,588
ARCHER-DANIELS-MIDLAND CO 804,917 1,444,400
ARGIN REALTY CO 1,150,079 1,150,079
ARTHUR J GALLAGHER & C 351,969 584,688
ASHTEAD GROUP PLC SHS 253,496 627,023
AT&T INC 1,075,032 704,760
AVALONBAY COMMUNITIES INC (AVB) 228,502 224,664
B B X CAP CO CLASS A    
BANK OF AMERICA CORP (BAC)    
BECTON DICKINSON & CO 106,168 123,622
BERKSHIRE HATHAWAY B 448,204 1,917,048
BERKSHIRE HATHAWAY INC-DEL CL A 219,968 1,627,875
BLACKSTONE GROUP 221,770 955,716
BLUEFREEN VACATIONS HOLDING VO    
BLUE OWL CAPITAL INC COM 392,584 521,500
BOEING CO 289,628 1,042,640
BOOK TO TAX DIFF BECK MACK    
BRIGGS & STRATTON CO 189,537  
BRISTOL MYERS SQUIBB CO 1,181,332 1,693,230
BROADCOMM INC 141,848 682,029
CARDINAL HEALTH INC 517,005 1,008,000
CHEVRON CORPORATION 325,556 1,097,370
CHICAGO RVT & MACHIN 119,512 88,296
CISCO SYSTEMS INC 964,595 1,161,960
COCA COLA COMPANY (THE) 15,573 825,020
COGNIZANT TECH SOLU A 262,443 498,498
CONESTOGA SMALL CAP FUND IS (CCALX) 297,242 387,894
COSTAR GROUP INC 218,597 349,560
COSTCO WHOLESALE CORP-NEW 589,597 5,280,640
CREDIT ACCEP CORP MICH COM 364,812 532,730
CTO REALTY GROWTH INC COMMON STOCK 376,393 668,695
DANAHER CORPORATION 171,206 2,313,400
DARB REALTY CO 965,888 965,888
DELL TECHNOLOGIES C 135,919 808,452
EBAY INC 327,633 462,372
EMBECTA CORP 2,483 1,912
EMERSON ELECTRIC CO 753,278 1,459,950
ENSTAR GROUP LTD 347,229 588,700
EXXON MOBIL CORP 451,148 1,099,780
FERGUSON PLC 224,225 371,660
FIRST HORIZON   5
FISERV INC 214,509 265,680
FORD MOTOR 381,971 304,750
FORTREA HOLDINGS INC 217,806 244,300
GALLAGHER ARTHUR J    
GOLDMAN SACHS BDC INC SHS 1,646,818 1,172,000
GOLDMAN SACHS GQG PARTNERS (GSIMX) 335,478 408,619
GORMAN RUPP COMPANY (THE) COMMON SHA 958,249 1,421,200
GRACO INC (GGG) 182,798 312,336
H B FULLER & CO 56,487 325,640
HALOZYME THERAPEUTICS INC 751,492 2,587,200
HELMERICH & PAYNE INC 38,281 94,172
HENNES & MAURITZ AB H&M STOCKHOLM AK 22,752 39,566
HILTON WORLDWIDE HOLDINGS INC 180,483 345,971
HOME DEPOT INC 274,819 2,772,400
HUBBELL INCORPORATED COM 155,170 1,644,650
HUNTINGTON BANCSHS 382,485 376,179
IDEXX LABS INC (IDXX)    
IDEX CORP (IEX) 145,767 157,405
ILLINOIS TOOL WORKS INC 201,403 1,519,252
INNOVIVA INC COM 298,441 401,000
INTERNATIONAL BUSINESS MACHINES CORP 1,946,065 2,453,250
INTERNATIONAL PAPER 330,930 325,350
INVESCO EXCHANGE TRADED FUND (KBWB)    
ISHARES CORE DIVIDEND GROWTH (DGRO) 256,483 282,555
ISHARES EXPANDED TECH SECTO (IGM) 158,425 282,353
JOHNSON & JOHNSON 289,026 783,700
JOHNSON CONTROLS INTER F 210,754 230,560
KESMAR REALTY CO 406,455 406,455
KEYCORP INC 130,000 144,000
KEYSIGHT TECH INC (KEYS) 132,547 159,090
KIMBERLY CLARK CORP 459,752 911,325
KRAFT HEINZ COMPANY (THE) COMMON STO 261,712 295,840
LAB.CP OF AMER HLDGS. 236,931 431,851
LOCKHEED MARTIN CORP (LMT)    
LORD ABBETT INVT TR ULTRA SHORT BD F    
LOWES COMPANIES INC 460,969 5,786,300
LYONDELLBASELL INDUSTRIES N V CL A 1,787,125 1,901,600
MAGNA INTERNATIONAL INC CL A US LIST 493,005 590,800
MASTERCARD INC -A- (MA) 211,989 287,894
MASTERCARD INC CL A 174,053 255,906
MATADOR RES CO COM 44,129 477,624
MCCORMICK & CO INC NON-VOTING 144,472 547,360
MEDTRONIC PLC 571,204 593,136
MERCK & CO INC 1,048,130 2,725,500
MICROSOFT CORP 745,550 8,648,920
MICROSOFT CORP 206,130 733,278
MONTCAN REALTY CO 140,003 140,003
NEUBERGER BERMAN GENESIS IN (NBGIX) 316,806 281,387
NEWELL BRANDS INC 475,751 173,600
NORFOLK SOUTHERN CORP 237,768 1,181,900
NOVO-NORDISK A S ADR 377,691 1,758,650
NUCOR CORP 345,994 1,740,400
NVIDIA CORP 72,786 4,456,980
OCCIDENTAL PETROL 27 WTSWARRANTS EXP 2,475 19,465
ORGANON & CO 139,662 80,909
PARAMOUNT GLOBAL FORMERLY VIACOMCBS 1,306,993 485,822
PARN CORE EQT-INSTL INSTITU (PRILX) 445,308 538,326
PAYPAL HOLDINGS INC (PYPL)    
PAYPAL HOLDINGS INCO 288,762 534,267
PERKINELMER INC (PKI)    
PFIZER INC 1,598,976 1,727,400
QUALCOMM INC 681,850 723,150
RADNET INC COM 266,177 660,630
RAMACO RESOURCES INC CLASS A 16,290 17,180
RBC BEARINGS (ROLL) 157,664 284,890
REGAL BELOIT CORP    
REGAL REXNORD CORP 249,220 296,040
REGIONS FINANCIAL CORP 471,051 565,280
ROPER TECHNOLOGIES INC COM 110,569 218,068
ROSS STORES INC (ROST) 105,125 166,068
SCHWAB CHARLES CP NEW COM 288,670 481,600
SCHWAB TREASURY OBLIG MONEY (SNOXX) 200,140 200,140
SHELL PLC SPONSORED ADR 1 730,648 908,566
SHERWIN WILLIAMS CO COM 129,769 311,900
SIRIUS XM HLDGS INC 118,760 109,400
SMUCKER J M COMPANY 82,531 315,950
SONOCO PRODUCTS CO 576,612 1,117,400
SOUTHERN COPPER CORP 330,031 602,490
STANLEY BLACK & DECK 446,516 294,300
STARRETT LS CO CL A 269,668 480,189
STERIS PLC 741,775 2,228,400
TARGET CORP 235,903 754,826
TEVA PHARMAC.IND.ADR    
THERMO FISHER SCIENTIFIC (TMO) 173,700 196,392
UNILEVER PLC SPONSORED ADR 281,031 698,112
UNION PACIFIC CORP 513,768 1,473,720
UNITED PARCEL SVC INC CL B 679,738 1,257,840
US BANCORP 165,400 216,400
VANGUARD HEALTH CARE VIPE (VHT) 93,311 200,560
VANGUARD INDUSTRIAL (VIS) 184,522 220,430
VANGUARD MID-CAP ETF (VO) 101,195 232,640
VANGUARD S&P 500 ETF (VOO) 1,004,346 1,627,080
VERALTO CORP 22,596 274,173
VIATRIS INC COMMON STOCK 138,199 119,130
VMWARE INC A    
WALMART INC 257,070 748,838
WALT DISNEY CO 75,300 288,928
WALT DISNEY CO (DIS) 274,795 225,725
WARNER BROTHERS DISCOVER 329,855 115,621
WEST PHARMACEUTICAL SVCS INC COM 28,081 1,408,480
ZURN ELKAY WATER SOLUTIONS CORP 292,525 382,330

TY 2023 InvestmentsGovtObligationsSch
Name:
THE V & L MARX FOUNDATION
EIN:
03-0536676
US Government Securities - End of Year Book Value:

3,024,501
US Government Securities - End of Year Fair Market Value:

3,073,183
State & Local Government Securities - End of Year Book Value:


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


 


TY 2023 InvestmentsOtherSchedule2
Name:
THE V & L MARX FOUNDATION
EIN:
03-0536676
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ELMONT JV FMV 10,133 8,049
FORT LEE JV FMV 5,854 6,067
ITHACA JV FMV 19,162 15,636
KINNEY HYBLA JV FMV 23,242 24,121
MADISON SYNDICATE FMV 609 646
MANASSAS JV FMV 12,585 11,286
MARLTON JV FMV 21,632 21,131
QUENT LONG SHORT GLOBAL SMALL CAP FU FMV 3,311,981 3,725,048
KKR NORTH AMERICA FUND XI LP FMV 319,853 756,070
EATON PARK FMV 1  
ENTERPRISE PRODUCT PARTNERSHIP FMV 109,681 369,942
MELCO HYBLA JV FMV 15,954 13,183
NEWBURY STREET PARTNERS FMV 19,656 9,404
OCEAN COUNTY JV FMV 2 175
PETERS LAND SYNDICATE FMV 19,175 12,661
SEAFORD JV FMV 9,361 8,959
STATE COLLEGE JV FMV 23,796 12,250

TY 2023 OtherAssetsSchedule
Name:
THE V & L MARX FOUNDATION
EIN:
03-0536676
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DIVIDEND RECEIVABLE 36,000 38,860 38,860
DUE FROM SYNDICATES 27,480 9,802 9,802
ORGANIZATIONAL COSTS 31,166 31,166 31,166
ACCUMULATED AMORTIZATION - ORGANIZAT -31,166 -31,166 -31,166
ACCRUED INTEREST RECEIVABLE 2,625    
DUE FROM DELL TECHNOLOGY   21,984 21,984


TY 2023 OtherExpensesSchedule
Name:
THE V & L MARX FOUNDATION
EIN:
03-0536676
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
SCH K-1 PASS THRU FROM SYND        
SCH K-1 PASS THRU RENTAL LOSS        
EXPENSES        
FILING FEES 1,780     1,780
INVESTMENT ADVISORY FEES 132,352 132,352    
OTHER INVEST EXPENSES K-1 FRO 75 75    
ADR FEES 543 543    
FUND EXPENSES-KKR 1,628 1,628    
INTEREST EXPENSE SEE QUENT SC 19,285 19,285    
OTHER SYNDICATE EXPENSES        
OTHER DEDUCTIONS SEE QUENT SC 41,183 41,183    
OTHER LOSS SEE QUENT SCH K-1 128 128    
POSTAGE & DELIVERY 35 35    


TY 2023 OtherIncomeSchedule2
Name:
THE V & L MARX FOUNDATION
EIN:
03-0536676
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
SEE QUENT K-1 324 324  
OTHER MISC INCOME 2,669 2,669  


TY 2023 OtherLiabilitiesSchedule
Name:
THE V & L MARX FOUNDATION
EIN:
03-0536676
Description Beginning of Year - Book Value End of Year - Book Value
ACCRUED EXPENSES 45,371 34,843
DUE TO BROKER    
EAST RUTHERFORD SYNDICATE    
MIAMI SUNDICATE    


TY 2023 TaxesSchedule
Name:
THE V & L MARX FOUNDATION
EIN:
03-0536676
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID DIVIDEND INCOME 10,331 10,331    
FEDERAL EXCISE TAX 58,151      
FOREIGN TAX PAID SEE K-1 QUENT 1,218 1,218