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
JOSEPH & ARLENE TAUB FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)CO WISS 100 CAMPUS DRIVE 400
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FLORHAM PARK, NJ07932
A Employer identification number

22-6104545
B Telephone number (see instructions)

(973) 994-9400
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$24,204,693J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 505,281 512,569  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 302,401
b Gross sales price for all assets on line 6a 5,984,527
7 Capital gain net income (from Part IV, line 2)... 302,401
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).......      
12 Total. Add lines 1 through 11........ 807,682 814,970  
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)....... Click to see attachment
List of Attached Documents:
// Content
33,500 16,750   16,750
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
210,686 210,211   475
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
10,975 2,842   0
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
69 45   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 255,230 229,848   17,225
25 Contributions, gifts, grants paid....... 1,097,500 1,097,500
26 Total expenses and disbursements. Add lines 24 and 25 1,352,730 229,848   1,114,725
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -545,048
b Net investment income (if negative, enter -0-) 585,122
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............. 84,389 52,844 52,844
2 Savings and temporary cash investments......... 211,156 280,272 280,272
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.......... 25,165 17,032 17,032
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 13,453,228 Click to see attachment
List of Attached Documents:
// Content
12,657,958 		14,861,732
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).......... 8,914,829 Click to see attachment
List of Attached Documents:
// Content
9,128,833 		8,992,813
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 22,688,767 22,136,939 24,204,693
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 22,688,767 22,136,939
29 Total net assets or fund balances (see instructions)..... 22,688,767 22,136,939
30 Total liabilities and net assets/fund balances (see instructions). 22,688,767 22,136,939
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
22,688,767
2
Enter amount from Part I, line 27a .....................
2
-545,048
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
22,143,719
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
6,780
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
22,136,939
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 449 SHS MASTERCARD INC P 2021-08-24 2023-12-05
b 33 SHS MASTERCARD INC P 2021-09-13 2023-11-20
c 15 SHS MASTERCARD INC P 2021-09-23 2023-11-20
d 458 SHS MASTERCARD INC P 2021-11-05 2023-11-20
e 51 SHS MASTERCARD INC P 2021-11-09 2023-11-20
1329 SHS ROCKWELL AUTOMATION P 2022-03-08 2023-11-20
1 SHS AMGEN P 2021-01-15 2023-10-05
1214 SHS APPLE P 2021-01-15 2023-10-05
5548 SHS COCA COLA P 2021-01-15 2023-10-05
176 SHS COCA COLA P 2021-02-05 2023-10-05
176 SHS COCA COLA P 2021-03-03 2023-10-05
591 SHS COCA COLA P 2021-03-11 2023-10-05
904 SHS COCA COLA P 2021-04-28 2023-10-05
537 SHS COCA COLA P 2021-09-13 2023-10-05
257 SHS COCA COLA P 2021-09-23 2023-10-05
308 SHS COCA COLA P 2021-11-09 2023-10-05
362SHS MASTERCARD P 2021-08-24 2023-10-05
290 SHS VISA P 2016-11-15 2023-10-05
196 SHS VISA P 2016-12-20 2023-10-05
2712 SHS AMERICAN ELEC PWR CO P 2022-12-07 2023-10-05
673 SHS COSTCO WHOLESALE P 2022-07-13 2023-09-13
1001 SHS ACCENTURE PLC IRELAND CL A P 2022-03-17 2023-08-10
997 SHS SBA COMMUNICATNS CORP P 2022-02-04 2023-07-20
1092 SHS NIKE CORP P 2021-01-15 2023-06-13
40 SHS NIKE CORP P 2021-02-05 2023-06-13
43 SHS NIKE CORP P 2021-03-03 2023-06-13
216 SHS NIKE CORP P 2021-03-11 2023-06-13
435 SHS NIKE CORP P 2021-04-28 2023-06-13
46 SHS NIKE CORP P 2021-09-23 2023-06-13
1185 SHS EATON CORP P 2021-09-29 2023-06-28
794 SHS ESTEE LAUDER CO P 2021-04-16 2023-05-12
33 SHS ESTEE LAUDER CO P 2021-04-28 2023-05-12
38 SHS ESTEE LAUDER CO P 2021-09-13 2023-05-12
49 SHS ESTEE LAUDER CO P 2021-09-23 2023-05-12
292 SHS ESTEE LAUDER CO P 2021-02-04 2023-05-12
5557 SHS COMCAST CORP P 2021-01-15 2023-04-06
171 SHS COMCAST CORP P 2021-02-05 2023-04-06
162 SHS COMCAST CORP P 2021-03-03 2023-04-06
1421 SHS COMCAST CORP P 2021-04-28 2023-04-06
107 SHS COMCAST CORP P 2021-09-13 2023-04-06
515 SHS COMCAST CORP P 2021-09-23 2023-04-06
1015 SHS COMCAST CORP P 2021-11-09 2023-04-06
1909 SHS CONSTELLATION ENERGY P 2021-09-17 2023-04-18
1713 SHS T-MOBILE US P 2021-03-11 2023-04-18
1901 SHS TJX COS INC P 2021-01-15 2023-03-09
127 SHS TJX COS INC P 2021-02-05 2023-03-09
135 SHS TJX COS INC P 2021-03-03 2023-03-09
758 SHS TJX COS INC P 2021-03-11 2023-03-09
623 SHS TJX COS INC P 2021-04-28 2023-03-09
753 SHS TJX COS INC P 2021-09-13 2023-03-09
285 SHS TJX COS INC P 2021-11-09 2023-03-09
304 SHS NETFLIX P 2021-01-15 2023-02-15
10 SHS NETFLIX P 2021-02-05 2023-02-15
11 SHS NETFLIX P 2021-03-03 2023-02-15
50 SHS NETFLIX P 2021-03-11 2023-02-15
89 SHS NETFLIX P 2021-04-28 2023-02-15
258 SHS NETFLIX P 2021-06-03 2023-02-15
13 SHS NETFLIX P 2021-09-23 2023-02-15
526 SHS HONEYWELL INTL INC P 2021-01-15 2023-01-18
28 SHS HONEYWELL INTL INC P 2021-02-05 2023-01-18
28 SHS HONEYWELL INTL INC P 2021-03-03 2023-01-18
108 SHS HONEYWELL INTL INC P 2021-03-11 2023-01-18
141 SHS HONEYWELL INTL INC P 2021-04-28 2023-01-18
134 SHS HONEYWELL INTL INC P 2021-09-13 2023-01-18
45 SHS HONEYWELL INTL INC P 2021-09-23 2023-01-18
50 SHS HONEYWELL INTL INC P 2021-11-09 2023-01-18
752 SHS STRYKER CORP P 2021-01-15 2023-01-18
24 SHS STRYKER CORP P 2021-02-05 2023-01-18
24 SHS STRYKER CORP P 2021-03-03 2023-01-18
121 SHS STRYKER CORP P 2021-03-11 2023-01-18
97 SHS STRYKER CORP P 2021-04-28 2023-01-18
278 SHS STRYKER CORP P 2021-08-24 2023-01-18
47 SHS STRYKER CORP P 2021-09-13 2023-01-18
24 SHS STRYKER CORP P 2021-09-23 2023-01-18
80 SHS STRYKER CORP P 2021-11-09 2023-01-18
7262 SHS MORGAN STANLEY P 2012-04-19 2023-12-05
(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 180,247   163,922 16,325
b 13,248   11,596 1,652
c 6,022   5,185 837
d 183,860   156,874 26,986
e 20,474   17,740 2,734
360,860   363,888 -3,028
264   241 23
210,771   157,869 52,902
300,528   272,010 28,518
9,534   8,751 783
9,534   8,794 740
32,014   30,176 1,838
48,967   48,423 544
29,089   29,995 -906
13,921   13,995 -74
16,684   17,395 -711
142,031   132,160 9,871
67,387   22,981 44,406
45,545   15,319 30,226
195,461   265,199 -69,738
375,298   329,656 45,642
313,478   332,169 -18,691
215,919   321,626 -105,707
117,053   153,870 -36,817
4,288   5,787 -1,499
4,609   5,857 -1,248
23,153   30,111 -6,958
46,628   56,913 -10,285
4,931   7,368 -2,437
230,912   156,669 74,243
158,830   246,418 -87,588
6,601   10,407 -3,806
7,601   12,853 -5,252
9,802   15,771 -5,969
58,411   90,764 -32,353
209,646   273,335 -63,689
6,451   8,749 -2,298
6,112   8,798 -2,686
53,609   76,929 -23,320
4,037   6,400 -2,363
19,429   29,012 -9,583
38,292   54,242 -15,950
142,259   85,934 56,325
257,618   218,459 39,159
145,259   128,635 16,624
9,704   8,697 1,007
10,316   8,817 1,499
57,920   49,959 7,961
47,604   43,585 4,019
57,538   51,848 5,690
21,777   19,872 1,905
108,127   152,241 -44,114
3,557   5,529 -1,972
3,912   5,836 -1,924
17,784   25,657 -7,873
31,656   45,073 -13,417
91,765   127,990 -36,225
4,624   7,680 -3,056
110,081   108,469 1,612
5,860   5,703 157
5,860   5,815 45
22,602   22,879 -277
29,508   31,435 -1,927
28,043   29,928 -1,885
9,418   9,866 -448
10,464   11,287 -823
190,594   181,273 9,321
6,083   5,727 356
6,083   5,840 243
30,667   29,096 1,571
24,584   25,173 -589
70,459   74,392 -3,933
11,912   12,913 -1,001
6,083   6,559 -476
20,276   22,023 -1,747
582,999   131,719 451,280
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       16,325
b       1,652
c       837
d       26,986
e       2,734
      -3,028
      23
      52,902
      28,518
      783
      740
      1,838
      544
      -906
      -74
      -711
      9,871
      44,406
      30,226
      -69,738
      45,642
      -18,691
      -105,707
      -36,817
      -1,499
      -1,248
      -6,958
      -10,285
      -2,437
      74,243
      -87,588
      -3,806
      -5,252
      -5,969
      -32,353
      -63,689
      -2,298
      -2,686
      -23,320
      -2,363
      -9,583
      -15,950
      56,325
      39,159
      16,624
      1,007
      1,499
      7,961
      4,019
      5,690
      1,905
      -44,114
      -1,972
      -1,924
      -7,873
      -13,417
      -36,225
      -3,056
      1,612
      157
      45
      -277
      -1,927
      -1,885
      -448
      -823
      9,321
      356
      243
      1,571
      -589
      -3,933
      -1,001
      -476
      -1,747
      451,280
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 302,401
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 8,133
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 8,133
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 8,133
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 25,165
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 25,165
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 17,032
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow17,032 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 arrowNJ, DE
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 arrowWISS CO LLP Telephone no.right arrow (973) 994-9400

Located atright arrow100 CAMPUS DRIVE SUITE 400FLORHAM PARKNJ ZIP+4right arrow07932
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
ARLENE TAUB PRESIDENT
2.00 		0 0 0
70 MAYFLOWER DR
TENAFLY,NJ07670
MARC TAUB VICE PRESIDENT & DIRECTOR
2.00 		0 0 0
8 SHADOW TREE LANE
BRIARCLIFF,NY10510
MICHELLE TESSER SECRETARY-TREASURER
2.00 		0 0 0
18 LEXINGTON COURT
ENGLEWOOD,NJ07631
KAREN TAUB DIRECTOR
2.00 		0 0 0
8 SHADOW TREE LANE
BRIARCLIFF,NY10510
SCOTT TESSER DIRECTOR
2.00 		0 0 0
18 LEXINGTON COURT
ENGLEWOOD,NJ07631
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
22,634,826
b
Average of monthly cash balances.......................
1b
344,688
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
22,979,514
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
22,979,514
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
344,693
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
22,634,821
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,131,741
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,131,741
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
8,133
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,133
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,123,608
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,123,608
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,123,608
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,114,725
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
1,114,725
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,123,608
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......  
c From 2020...... 152,677
d From 2021...... 103,093
e From 2022...... 123,775
f Total of lines 3a through e ........ 379,545
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,114,725
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..... 1,114,725
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 8,883 8,883
(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 5 370,662
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 ...... 		370,662
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020.... 143,794
c Excess from 2021.... 103,093
d Excess from 2022.... 123,775
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).)
ARLENE TAUB
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

A CURE IN OUR LIFETIME

52 ALGONQUIN DRIVE
CHAPPAQUA,NY10514 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 11,000

ALZHEIMERS DRUG DISCOVERY FOUNDATION

57 WEST 57TH STREET SUITE 904
NEW YORK,NY10019 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 5,500

AMERICAN HUMANE SOCIETYASSOCIATION

1400 16TH STREET NW SUITE 360
WASHINGTON,DC20036 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 2,000

BOCA RATON REGIONAL HOSPITAL FOUNDATION

800 MEADOWS ROAD
BOCA RATON,FL33486 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 500

BREAST CANCER RESEARCH FOUNDATION

28 W 44TH STREET SUITE 609
NEW YORK,NY10036 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 750,000

CENTER FOR FOOD ACTION IN NEW JERSEY

192 WEST DEMAREST AVE
ENGLEWOOD,NJ07631 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 2,500

COMMUNITY FOOD BANK OF NEW JERSEY

31 EVANS TERMINAL
HILLSIDE,NJ07205 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 1,500

COURTS OF DREAMS

401 EAST 60TH STREET NO 26C
NEW YORK,NY10022 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 1,000

DOROT

171 WEST 85TH STREET
NEW YORK,NY10024 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 2,000

DUKE UNIVERSITY HEALTH SYSTEMS

324 BLACKWELL ST
DURHAM,NC27701 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 1,000

DYSTONIA MEDICAL RESEARCH FOUNDATION

ONE EAST WACKER DRIVE
CHICAGO,IL60601 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 2,000

EVANS TEAM

28 FLAG HILL ROAD
CHAPPAQUA,NY10514 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 2,500

FEEDING AMERICA

161 NORTH CLARK ST
CHICAGO,IL60601 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 2,500

FOUNDATION FIGHTING BLINDNESS

6925 OAKLAND MILLS ROAD
COLUMBIA,MD21045 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 1,000

FRIENDS OF JCC KRAKOW

74 LAFAYETTE AVE
SUFFERN,NY10901 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 10,000

FRIENDS OF THE ISRAEL DEFENSE FORCES

60 EAST 42ND STREET
NEW YORK,NY10165 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 5,000

FUND PATERSON PUBLIC SCHOOLS

90 DELAWARE AVE
PATERSON,NJ07503 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 42,800

HEALS

3638 UNIVERSITY AVE 226
RIVERSIDE,CA92501 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 2,000

JEWISH FEDERATION OF NORTHERN NEW JERSEY

50 EISENHOWER DR
PARAMUS,NJ07652 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 10,000

JEWISH HOME FOUNDATION OF NORTH JERSEY

10 LINK DR
ROCKLEIGH,NJ07647 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 10,000

KENNY GORDON FOUNDATION

400 EAST 56TH STREET STE 31N
NEW YORK,NY10022 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 10,000

LAMBDA UPSILON COMMUNITY DEVELOPMENT CORPORATION

184 LAFAYETTE ST
PATERSON,NJ07501 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 32,700

LEUKEMIA & LYMPHOMA FOUNDATION

PO BOX 22324
NEW YORK,NY10087 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 5,000

LEWIN FUND TO FIGHT WOMEN'S CANCERS

322 WEST 52ND ST
NEW YORK,NY10101 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 2,000

MELANOMA RESEARCH FOUNDATION

1420 K ST NW 7TH FLOOR
WASHINGTON,DC20005 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 1,500

MEMORIAL SLOAN-KETTERING CANCER CENTER

1275 YORK AVENUE
NEW YORK,NY10065 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 45,000

NATIONAL MULTIPLE SCLEROSIS SOCIETY

733 THIRD AVE
NEW YORK,NY10017 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 1,000

NATURAL RESOURCES DEFENSE COUNCIL INC

40 WEST 20TH STREET
NEW YORK,NY10011 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 2,500

NYU LANGONE HEALTH SYSTEM

550 FIRST AVE MSB 153
NEW YORK,NY10016 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 5,000

P J LIBRAR (THE HAROLD GRINSPOON FOUNDATION)

67 HUNT STREET SUITE 100
AGAWAM,MA01001 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 2,500

PLANNED PARENTHOOD FEDERATION OF AMERICA

123 WILLIAM ST 10TH FLOOR
NEW YORK,NY10038 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 10,000

PLANNED PARENTHOOD OF NORTHERN CENTRAL AND SOUTHERN NEW JERSEY

196 SPEEDWELL AVE
MORRISTOWN,NJ07960 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 10,000

PLAY FOR PINK

250 S VAN BRUNT ST
ENGLEWOOD,NJ07631 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 16,000

SPCA OF WESTCHESTER

590 NORTH STATE RD
BRIARCLIFF MANOR,NY10510 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 1,000

ST JUDE CHILDRENS RESEARCH HOSPITAL

262 DANNY THOMAS PLACE
MEMPHIS,TN38105 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 10,000

STAFF SERGEANT JOSEPH DAUGUSTINE MEMORIAL FUND INC

17 CAMPBELL STREET
WALDWICK,NJ07463 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 15,000

STARDUST JEWISH FERTILITY FOUNDATION

365 WEST END AVE APT 11A
NEW YORK,NY10024 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 2,000

STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION

2361 HYLAN BLVD
STATEN ISLAND,NY10306 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 10,000

THE CELLUS FOUNDATION

2560 US-22 209
SCOTCH PLAINS,NJ07076 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 25,000

THE MULTIPLE MYELOMA RESEARCH FOUNDATION

383 MAIN AVENUE 5TH FLOOR
NORWALK,CT06851 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 12,000

THE NATURE CONSERVANCY

4245 NORTH FAIRFAX DRIVE SUITE 100
ARLINGTON,VA22203 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 2,500

TRI-COUNTY ANIMAL RESCUE CENTER

9562 RT 322
SHIPPENVILLE,PA16254 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 500

UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTHROPIES OF NY INC

130 EAST 59TH ST
NEW YORK,NY10022 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 5,000

WASHINGTON UNIVERSITY

700 ROSEDALE AVE CB 1034
ST LOUIS,MO63130 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 4,000

WORLD CENTRAL KITCHEN INCORPORATED

200 MASSACHUSETTS AVE SW 7TH FLOOR
WASHINGTON,DC20001 		NONE PC UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 2,500
Total .................................right arrow 3a 1,097,500
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 ........... 		         
4 Dividends and interest from securities ....     14 505,281  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 302,401  
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) .. 0 807,682 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
807,682
(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.
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with the preparer shown below?
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Signature of officer or trustee Date Title
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Firm's name SmallBullet
 Firm's EIN SmallBullet
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 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
JOSEPH & ARLENE TAUB FOUNDATION
EIN:
22-6104545
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 33,500 16,750   16,750

TY 2023 InvestmentsCorpStockSchedule
Name:
JOSEPH & ARLENE TAUB FOUNDATION
EIN:
22-6104545
Name of Stock End of Year Book Value End of Year Fair Market Value
2,196 SHS ALPHABET INC 205,408 306,759
6,063 SHS AMAZON 977,310 921,212
1,535 SHS AMGEN INC 357,182 442,111
3,104 SHS APPLE INC 410,384 597,613
1,124 SHS BERKSHIRE HATHAWAY CL B NEW 277,559 400,886
462 SHS BLACKROCK 310,172 375,052
2,602 SHS EXXON MOBIL CORP 165,083 260,148
1,451 SHS JP MORGAN CHASE 211,070 246,815
2,417 SHS MICROSOFT CORP 540,814 908,889
9,376 SHS MONSTER BEVERAGE CORP 459,309 540,151
758 SHS NORTHROP GRUMMAN CP 275,803 354,850
446 SHS ORION OFFICE REIT 9,066 2,551
1,703 SHS PROCTER & GAMBLE 228,169 249,558
1,981 SHS QUALCOMM INC 266,351 286,512
707 SHS SERVICENOW INC 381,246 499,488
4,434 SHS T MOBILE 590,022 710,903
1,197 SHS UNITED HEALTH GP INC 500,209 630,185
2,466 SHS VISA INC 365,161 642,024
93 SHS CONSTELLATION ENERGY 4,137 10,871
480 SHS ELI LILLY & CO 162,607 279,802
437 SHS HOME DEPOT 126,311 151,442
2,443 SHS PROLOGIS 255,780 325,652
2,318 SHS SALESFORCE 477,797 609,959
609 THERMO FISHER SCIENTIFIC 347,622 323,251
1,098 SHS TESLA 328,437 272,831
4,336 SHS VERIZON COMMUNICATIONS 161,842 163,468
691 SHS ADOBE 382,723 412,251
2,819 SHS ADVANCED MICRO DEVICES 318,814 415,549
921 SHS BECTON DICKINSON & CO 232,639 224,567
835 SHS DEERE & CO 358,322 333,891
676 SHS JOHNSON & JOHNSON 111,603 105,956
540 SHS LINDE PLC 200,081 221,783
2,448 SHS MEDTRONIC PLC SHS 207,695 201,666
354 SHS META PLATFORMS INC 111,222 125,302
3,260 SHS NEXTERA ENERGY INC 237,710 198,012
1,064 SHS NVIDIA CORPORATION 469,130 526,914
1,530 SHS PALO ALTO NETWORKS 391,124 451,166
8,365 SHS PFIZER INC 375,980 240,828
904 SHS THE CIGNA GROUP 272,157 270,703
243 SHS TRANSDIGM GROUP 202,341 245,819
4,146 SHS WALT DISNEY CO HLDG CO 391,566 374,342

TY 2023 InvestmentsOtherSchedule2
Name:
JOSEPH & ARLENE TAUB FOUNDATION
EIN:
22-6104545
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
5,879 SHS DBX ETF TR (DBEU) AT COST 186,948 222,071
18,375 SHS IQ HEDGE MULTI (QAI) AT COST 591,097 553,088
2,199 SHS ISHARES CORE S&P (IJR) AT COST 227,361 238,042
4,535 SHS ISHARES IBOXX HY (HYG) AT COST 394,266 350,964
1,968 SHS ISHARES IBOXX INVEST (LQD) AT COST 263,438 217,779
5,135 SHS ISHARES MSCI EMU (EZU) AT COST 236,909 243,604
5,598 SHS ISHARES S&P GRWTH (IVW) AT COST 362,390 420,410
1,366 SHS ISHARES S&P MIDCAP (IJH) AT COST 342,343 378,587
9,580 SHS ISHARES SHORT TREASURY (SHV) AT COST 1,058,635 1,055,045
2,034 SHS ISHARES TIPS BOND (TIP) AT COST 257,963 218,635
6,468 SHS PIMCO ENHANCED SHRT (MINT) AT COST 659,635 645,442
2,372 SHS SPDR FTSE INT (WIP) AT COST 132,385 99,482
986 SHS SPDR GOLD TR (GLD) AT COST 167,551 188,494
10,305 SHS VANGUARD FTSE EMERGING (VWO) AT COST 540,848 423,536
1,885 SHS VANGUARD FTSE EUROPE (VGK) AT COST 119,347 121,545
5,648 SHS VANGUARD FTSE PACIFIC (VPL) AT COST 462,029 406,825
3,788 SHS VANGUARD REAL ESTATE (VNQ) AT COST 320,623 334,708
3,784 SHS VANGUARD SHORT TERM (BSV) AT COST 311,593 291,443
6,111 SHS VANGUARD SHORT TERM (VCSH) AT COST 505,384 472,808
4,630 SHS VANGUARD TOTAL BOND (BND) AT COST 399,243 340,536
1,990 SHS VANGUARD TOTAL INTL (BNDX) AT COST 114,776 98,236
9,071 SHS VANGUARD VALUE ETF (VTV) AT COST 1,128,879 1,356,114
8,994 SHS WISDOMTREE MGD FUTURES (WTMF) AT COST 345,190 315,419

TY 2023 OtherDecreasesSchedule
Name:
JOSEPH & ARLENE TAUB FOUNDATION
EIN:
22-6104545
Description Amount
COST BASIS ADJUSTMENT 6,780


TY 2023 OtherExpensesSchedule
Name:
JOSEPH & ARLENE TAUB FOUNDATION
EIN:
22-6104545
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK CHARGES 45 45   0
MISCELLANEOUS 24 0   0


TY 2023 OtherProfessionalFeesSchedule
Name:
JOSEPH & ARLENE TAUB FOUNDATION
EIN:
22-6104545
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES 210,211 210,211   0
REGISTERED AGENT FEE 475 0   475


TY 2023 TaxesSchedule
Name:
JOSEPH & ARLENE TAUB FOUNDATION
EIN:
22-6104545
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 8,133 0   0
FOREIGN TAX 2,842 2,842   0