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
FLORENCE AND LAURENCE SPUNGEN FAMILY
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 192
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LINCOLNSHIRE, IL60069
A Employer identification number

20-7155204
B Telephone number (see instructions)

(805) 448-8885
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$26,277,019J 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) 11,340
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 702,816 702,816  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,222,037
b Gross sales price for all assets on line 6a 17,086,062
7 Capital gain net income (from Part IV, line 2)... 2,222,037
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
54 0  
12 Total. Add lines 1 through 11........ 2,936,247 2,924,853  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 63,308 0   63,308
14 Other employee salaries and wages...... 47,077 0   47,077
15 Pension plans, employee benefits....... 16,178 0   16,178
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
17,928 0   17,928
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,340 3,170   3,170
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
166,859 108,992   57,867
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
25,288 4,332   0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
810 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 34,297 0   34,927
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
52,064 0   52,064
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 430,149 116,494   292,519
25 Contributions, gifts, grants paid....... 892,087 892,087
26 Total expenses and disbursements. Add lines 24 and 25 1,322,236 116,494   1,184,606
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,614,011
b Net investment income (if negative, enter -0-) 2,808,359
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............. 9,145    
2 Savings and temporary cash investments.........   2,830,573 2,830,573
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)      
b Investments—corporate stock (attach schedule)....... 6,544,140 Click to see attachment
List of Attached Documents:
// Content
14,014,906 		18,047,467
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment
List of Attached Documents:
// Content
4,355,919 		4,370,712
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).......... 13,208,981 Click to see attachment
List of Attached Documents:
// Content
184,150 		179,188
14 Land, buildings, and equipment: basis right arrow6,692
Less: accumulated depreciation (attach schedule) right arrow4,264 3,238 Click to see attachment
List of Attached Documents:
// Content
2,428 		2,428
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
871,651 		Click to see attachment
List of Attached Documents:
// Content
846,651 		Click to see attachment
List of Attached Documents:
// Content
846,651
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 20,637,155 22,234,627 26,277,019
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
7,537 		Click to see attachment
List of Attached Documents:
// Content
8,954
23 Total liabilities (add lines 17 through 22)......... 7,537 8,954
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 20,629,618 22,225,673
29 Total net assets or fund balances (see instructions)..... 20,629,618 22,225,673
30 Total liabilities and net assets/fund balances (see instructions). 20,637,155 22,234,627
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
20,629,618
2
Enter amount from Part I, line 27a .....................
2
1,614,011
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
7,044
4
Add lines 1, 2, and 3 ..........................
4
22,250,673
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
25,000
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
22,225,673
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 PUBLICLY TRADED SECURITIES      
b CAPITAL GAIN DISTRIBUTIONS      
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 17,016,156   14,864,025 2,152,131
b 69,906     69,906
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       2,152,131
b       69,906
c
d
e
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 2,222,037
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 39,036
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 39,036
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 39,036
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 9,956
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 15,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 24,956
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 304
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 14,384
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   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$ 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 arrowIL
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 instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.SPUNGENFOUNDATION.ORG
14
The books are in care ofright arrowCPA KPA LLC Telephone no.right arrow (888) 402-1780

Located atright arrow127 BRIDGE AVE E STE 221DELANOMN ZIP+4right arrow55328
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)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
CAROL SPUNGEN BOARD CHAIR
10.00 		0 0 0
PO BOX 192
LINCOLNSHIRE,IL60069
DANIEL SPUNGEN TREASURER
30.00 		11,000 0 0
PO BOX 192
LINCOLNSHIRE,IL60069
DEBRA SPUNGEN VICE PRESIDENT
2.00 		0 0 0
PO BOX 192
LINCOLNSHIRE,IL60069
GLENN SPUNGEN SECRETARY
1.00 		0 0 0
PO BOX 192
LINCOLNSHIRE,IL60069
MELISSA AMENT TRUSTEE
1.00 		0 0 0
PO BOX 192
LINCOLNSHIRE,IL60069
TRACEY FLETCHER EXECUTIVE DIRECTOR
20.00 		51,062 1,246 0
PO BOX 192
LINCOLNSHIRE,IL60069
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
KAYNE ANDERSON RUDNICK WEALTH ADVISORS INVESTMENT ADVISORY 54,140
2000 AVENUE OF THE STARS SUITE 1100
LOS ANGELES,CA90067
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 SPUNGEN HOLOCAUST COLLECTION: THE FOUNDATION OWNS AN ARCHIVE OF HOLOCAUST AND GENOCIDE-RELATED ARTIFACTS USED TO RAISE AWARENESS OF AND FACILITATE DISCUSSIONS ABOUT THE HOLOCAUST AND BREAKDOWNS IN HUMANITY. EXPENSES ARE INCURRED TO COLLECT, MAINTAIN, EXHIBIT, AND PROMOTE THE FOUNDATION'S ARCHIVE TO SCHOOLS, UNIVERSITIES, TEACHER CONFERENCES, AND OTHER VENUES. THE FOUNDATION EXHIBITS DIRECTLY, LOANS ARTIFACTS TO CULTURAL AND EDUCATIONAL ORGANIZATIONS, AND LICENSES IMAGES OF THE ARTIFACTS TO PUBLISHERS AND DOCUMENTARY FILM PRODUCERS. IN 2022, THE FOUNDATION PUBLISHED "FORGING SECRETS," A BOOK ABOUT A SECRET NAZI PROJECT THAT FORCED JEWISH CONCENTRATION CAMP PRISONERS TO FORGE BANK OF ENGLAND CURRENCY. THE FOUNDATION CONTINUES TO DISTRIBUTE COPIES OF THE BOOK. 102,659
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
25,546,838
b
Average of monthly cash balances.......................
1b
277,808
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
25,824,646
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
25,824,646
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
387,370
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
25,437,276
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,271,864
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
1,271,864
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
39,036
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
39,036
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,232,828
4
Recoveries of amounts treated as qualifying distributions................
4
25,000
5
Add lines 3 and 4............................
5
1,257,828
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
1,257,828
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
1,184,606
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
1,184,606
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 1,257,828
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...... 93,561
d From 2021...... 103,834
e From 2022...... 240,796
f Total of lines 3a through e ........ 438,191
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,184,606
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..... 1,184,606
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 73,222 73,222
(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 5 364,969
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 ...... 		364,969
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020.... 20,339
c Excess from 2021.... 103,834
d Excess from 2022.... 240,796
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 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 SAFE PLACE

2710 17TH STREET SUITE 100
ZION,IL60099 		N/A PC TO PROVIDE BEHAVIORAL HEALTH SERVICES TO VICTIMS OF DOMESTIC VIOLENCE OR HUMAN TRAFFICKING AND THEIR CHILDREN 10,000

A SAFE PLACE

2710 17TH STREET SUITE 100
ZION,IL60099 		N/A PC TO PROVIDE SERVICES TO VICTIMS OF DOMESTIC VIOLENCE OR HUMAN TRAFFICKING 2,250

ALABAMA HOLOCAUST EDUCATION CENTER

PO BOX 130805
BIRMINGHAM,AL35213 		N/A PC TO SUPPORT AHECS NOW MORE THAN EVER: NEVER AGAIN CAMPAIGN 10,000

AMERICAN FRIENDS OF HAND IN HAND

PO BOX 80102
PORTLAND,OR97280 		N/A PC TO SUPPORT HAND IN HAND: CENTER FOR JEWISH-ARAB EDUCATION IN ISRAEL 5,000

AMERICAN FRIENDS OF OGEN

2330 MILTON ROAD
UNIVERSITY HEIGHTS,OH44118 		N/A PC TO PROVIDE INTEREST-FREE AND LOW INTEREST LOANS AND FINANCIAL EDUCATION TO INDIVIDUALS, FAMILIES, BUSINESSES AND NON-PROFIT ORGANIZATIONS IN ISRAEL 20,000

ANNE FRANK CENTER USA INC

244 FIFTH AVE STE J220
NEW YORK,NY10001 		N/A PC TO SPONSOR CHICAGO EVENTS ABOUT THE HOLOCAUST 1,000

ANTI-DEFAMATION LEAGUE

605 THIRD AVENUE
NEW YORK,NY10158 		N/A PC TO SUPPORT GENERAL OPERATIONS COMBATING HATE AND DISCRIMINATION 10,000

ANTI-DEFAMATION LEAGUE

1221 STATE ST UNIT 91905
SANTA BARBARA,CA93190 		N/A PC TO SUPPORT THE ADLS SANTA BARBARA/TRI-COUNTIES CHAPTER COMBATING HATE AND DISCRIMINATION 2,500

ARK (THE ARK)

3100 DUNDEE RD SUITE 802
NORTHBROOK,IL60062 		N/A PC TO SUPPORT CAPITAL CAMPAIGN (FOR HUMAN SERVICES) 25,000

ARK (THE ARK)

3100 DUNDEE RD SUITE 802
NORTHBROOK,IL60062 		N/A PC TO PROVIDE HUMAN SERVICES TO THOSE FACING FINANCIAL, MEDICAL, EMPLOYMENT AND EMOTIONAL CHALLENGES 25,000

AT THE WELL PROJECT

1140 3RD STREET NE
WASHINGTON,DC20002 		N/A PC TO ENHANCE WOMENS WELL-BEING THROUGH ANCIENT JEWISH PRACTICES 5,000

CADDY FOR A CURE TUDI'S TRIBE

7921 LINKS WAY
PORT ST LUCIE,FL34986 		N/A PC TO SUPPORT FRANCONI ANEMIA PROGRAM 5,000

CANCER FOUNDATION OF SB

601 WEST JUNIPERO STREET
SANTA BARBARA,CA93105 		N/A PC TO SUPPORT ONCOLOGY SOCIAL WORK 15,000

CANDLES HOLOCAUST MUSEUM AND EDUCATION CENTER

1532 S 3RD STREET
TERRE HAUTE,IN47802 		N/A PC TO PROVIDE SCHOLARSHIPS TO STUDENTS PARTICIPATING IN THE 2024 TRIP TO POLAND 35,000

CANDLES HOLOCAUST MUSEUM AND EDUCATION CENTER

1532 S 3RD STREET
TERRE HAUTE,IN47802 		N/A PC TO SUPPORT EVENT IN CONNECTION WITH TROPICAL BAVARIA BOOK RELEASE 5,000

CANDLES HOLOCAUST MUSEUM AND EDUCATION CENTER

1532 S 3RD STREET
TERRE HAUTE,IN47802 		N/A PC TO SPONSOR PERFORMANCE OF LETTERS FROM ANNE AND MARTIN 2,500

CANDLES HOLOCAUST MUSEUM AND EDUCATION CENTER

1532 S 3RD STREET
TERRE HAUTE,IN47802 		N/A PC TO SPONSOR AHO CONFERENCE ATTENDANCE 1,225

CANDLES HOLOCAUST MUSEUM AND EDUCATION CENTER

1532 S 3RD STREET
TERRE HAUTE,IN47802 		N/A PC TO PROVIDE SCHOLARSHIPS FOR TEACHERS PARTICIPATING IN TRIP TO POLAND 3,600

CASA SERENA

1900 STATE STREET SUITE G
SANTA BARBARA,CA93101 		N/A PC TO PROVIDE SUBSTANCE USE AND MENTAL HEALTH TREATMENT FOR WOMEN 5,000

HOLOCAUST AND HUMANITY CENTER

1301 WESTERN AVE SUITE 2101
CINCINNATI,OH45203 		N/A PC TO SUPPORT GENERAL OPERATIONS PROMOTING HOLOCAUST REMEMBERANCE 2,500

CHABAD JEWISH CENTER OF VERNON HILLS

204 US HIGHWAY 45
VERNON HILLS,IL60061 		N/A PC TO SUPPORT GENERAL OPERATIONS (JEWISH CULTURAL CENTER) 54

CHICAGO COMMUNITY FOUNDATION

33 S STATE ST SUITE 750
CHICAGO,IL60603 		N/A PC CONTRIBUTION TO DONOR ADVISED FUND 15,000

CHILDREN'S ONCOLOGY SERVICES

213 WEST INSTITUTE PLACE SUITE 511
CHICAGO,IL60610 		N/A PC TO DEFRAY THE COSTS OF SAFTEY STRATEGIES TO MITIGATE THE SPREAD OF COVID-19 AT CAMP ONE STEP FOR PEDIATRIC CANCER PATIENTS 10,000

CONGREGATION B'NAI B'RITH

1000 SAN ANTONIO CREEK ROAD
SANTA BARBARA,CA93111 		N/A PC TO SUPPORT THE BUILDING DREAMS PROJECT 20,000

CONGREGATION BETH AARON

PO BOX 187
BILLINGS,MT59103 		N/A PC TO SUPPORT EVENT WITH HOLOCAUST SURVIVOR 150

DIRECT RELIEF

6100 WALLACE BECKNELL ROAD
SANTA BARBARA,CA93117 		N/A PC TO SUPPORT ACCESS TO MEDICINES FOR VULNERABLE COMMUNITIES IN THE US 25,000

DOCTORS WITHOUT WALLS SB ST MEDICINE

19 EAST MICHELTORENA STREET
SANTA BARBARA,CA93101 		N/A PC TO PROVIDE PARTIAL FUNDING FOR A CASE MANAGER AND POINT OF CARE TESTING EQUIPMENT 10,000

ELYSSA'S MISSION

900 SKOKIE BLVD SUITE 135
NORTHBROOK,IL60062 		N/A PC TO SUPPORT SIGNS OF SUICIDE PROGRAM IN SCHOOLS 7,583

EQUAL HOPE (METROCHICAGO BREAST TASK FORCE)

300 S ASHLAND AVE SUITE 202
CHICAGO,IL60607 		N/A PC TO SUPPORT EFFORTS TO ACHIEVE BETTER HEALTHCARE RESULTS FOR WOMEN OF COLOR IN NORTHERN LAKE COUNTY, IL 25,000

ERIE FAMILY HEALTH CENTERS (FOUNDATION)

1701 WEST SUPERIOR
CHICAGO,IL60622 		N/A PC TO SUPPORT THE GENERAL OPERATIONS OF ERIE HEALTHREACH WAUKEGAN HEALTH CENTER 15,000

FAMILY SERVICE AGENCY OF SANTA BARBARA COUNTY

123 WEST GUITIERREZ STREET
SANTA BARBARA,CA93101 		N/A PC TO PROVIDE CORE PROGRAM SUPPORT 25,000

FOOD BANK OF SANTA BARBARA COUNTY

1525 STATE ST STE 100
SANTA BARBARA,CA93101 		N/A PC TO SUPPORT CAPITAL CAMPAIGN PROMOTING FOOD SECURITY 25,000

FRIENDS FOREVER

1 MORGAN WAY
DURHAM,NH03824 		N/A PC TO SPONSOR JEWISH AND PALESTINIAN-ISRAELI ALUMNI AS ALUMNI COUNSELORS 5,000

DIGNITYMOVES

800 MIRAMONTE DRIVE 100
SANTA BARBARA,CA93109 		N/A PC TO SUPPORT THE DIGNITY NOW - SANTA BARBARA INTERIM HOUSING CAMPAIGN 50,000

HELPING HANDS NETWORK

1106 ADIRONDACK DR
NORTHBROOK,IL60062 		N/A PC TO SUPPORT KESHET AND THE NORTH SHORE RECREATIONAL ASSOCIATION 15,000

MILWAUKEE JEWISH FEDERATION

1360 N PROSPECT AVENUE
MILWAUKEE,WI53202 		N/A PC TO SUPPORT THE HOLOCAUST EDUCATION AND RESOURCE CENTER 18

HILLEL FOUNDATION UNIVERSITY OF WISCONSIN

611 LANGDON ST
MADISON,WI53703 		N/A PC TO SUPPORT GENERAL OPERATIONS (JEWISH LEARNING AND CULTURE) 11,000

HOLOCAUST AND INTOLERANCE MUSEUM OF NEW MEXICO

PO BOX 1762
ALBUQUERQUE,NM87103 		N/A PC TO SUPPORT GENERAL OPERATIONS (HOLOCAUST REMEMBERANCE) 180

HOLOCAUST MEMORIAL FOUNDATION OF IL

9603 WOODS DRIVE
SKOKIE,IL60077 		N/A PC TO SUPPORT THE SAM HARRIS/FRITZIE FRITSCHALL LIVING MEMORY PROJECT 7,500

HOSPICE OF SANTA BARBARA

2050 ALAMEDA PADRE SERRA SUITE 100
SANTA BARBARA,CA93103 		N/A PC TO SUPPORT PATIENT CARE SERVICES 10,000

HOLOCAUST MEMORIAL FOUNDATION OF IL

9603 WOODS DRIVE
SKOKIE,IL60077 		N/A PC TO SUPPORT THE DEVELOPMENT OF EDUCATIONAL CURRICULA IN SUPPOR OF THE DEVIL'S CONFESSION: THE LOST EICHMANN TAPES FILM PROJECT 25,000

HOLOCAUST MEMORIAL FOUNDATION OF IL

9603 WOODS DRIVE
SKOKIE,IL60077 		N/A PC TO SUPPORT GENERAL OPERATIONS (HOLOCAUST REMEMBERANCE) 25

HOLOCAUST MEMORIAL FOUNDATION OF IL

9603 WOODS DRIVE
SKOKIE,IL60077 		N/A PC TO SUPPORT GENERAL OPERATIONS (HOLOCAUST REMEMBERANCE) 18

HOLOCAUST MEMORIAL FOUNDATION OF IL

9603 WOODS DRIVE
SKOKIE,IL60077 		N/A PC TO SUPPORT GENERAL OPERATIONS (HOLOCAUST REMEMBERANCE) 180

HOLOCAUST MEMORIAL FOUNDATION OF IL

9603 WOODS DRIVE
SKOKIE,IL60077 		N/A PC TO SPONSOR CARL WILKENS EVENT 254

HOLOCAUST MEMORIAL FOUNDATION OF IL

9603 WOODS DRIVE
SKOKIE,IL60077 		N/A PC TO SUPPORT THE DEVIL'S CONFIESSION: THE LOST EICHMANN TAPES FILM PROJECT 25,000

ISRAAID GLOBAL HUMANITARIAN ASSISTANCE INC

PO BOX 61227
PALO ALTO,CA94306 		N/A PC TO SUPPORT EMERGENCY RELIEF EFFORTS IN UKRAINE 15,000

ISRAAID GLOBAL HUMANITARIAN ASSISTANCE INC

PO BOX 61227
PALO ALTO,CA94306 		N/A PC TO SUPPORT EMERGENCY REILEF EFFORTS IN ISRAEL 25,000

JEWISH CHILD AND FAMILY SERVICES

230 W MONROE SUITE 1100
CHICAGO,IL60606 		N/A PC TO SUPPORT THE KAUFMAN WOLF CENTER FOR TRAUMA AND RESILIENCE 25,000

JEWISH FEDERATION OF GREATER SANTA BARBARA

524 CHAPALA STREET
SANTA BARBARA,CA93101 		N/A PC TO SUPPORT THE 2023 SANTA BARBARA JEWISH FILM FESTIVAL 1,800

JOSSELYN CENTER NFP

405 CENTRAL AVE
NORTHFIELD,IL60093 		N/A PC TO SUPPORT GENERAL OPERATIONS PROVIDING MENTAL HEALTH SERVIVCES 25,000

JTA-MJL NEW CORP

520 EIGHTH AVE 4TH FLOOR
NEW YORK,NY10018 		N/A PC TO SUPPORT OPERATIONS OF 70 FACES MEDIA 2,500

JUDAISM YOUR WAY

950 S CHERRY ST SUITE 310
DENVER,CO80246 		N/A PC TO SUPPORT GENERAL OPERATIONS PROVIDING A JEWISH EXPERIENCE THROUGH A COMMUNITY-FOCUSED APPROACH 10,000

KAVOD

820 SOUTH MONACO PARKWAY
DENVER,CO80224 		N/A PC TO MEET THE EMERGENCY NEEDS OF HOLOCAUST SURVIVORS 10,000

LAKE COUNTY COMMUNITY FOUNDATION

1200 UNIVERSITY CENTER DR
GRAYSLAKE,IL60030 		N/A PC TO SUPPORT LEADERSHIP DEVELOPMENT AND CAPACITY BUILDING PROGRAMMING 50,000

LOUIS D BRANDEIS CENTER FOR HUMAN RIGHTS UNDER LAW

1717 PENNSYLVANIA AVE NW SUITE 105
WASHINGTON,DC20006 		N/A PC TO SUPPORT GENERAL OPERATIONS (HUMAN RIGHTS) 5,000

MENTAL HEALTH ASSOCIATION OF SANTA BARBARA COUNTY

617 GARDEN STREET
SANTA BARBARA,CA93101 		N/A PC TO SUPPORT MENTAL HEALTH FIRST AID PROGRAMMING 20,000

MENTAL HEALTH COOPERATIVE

275 CUMBERLAND BEND
NASHVILLE,TN37228 		N/A PC TO SUPPORT THE PROVISION OF MENTAL HEALTH SERVICES TO YOUNG ADULTS 4,750

MINDING YOUR MIND

124 SIBLEY AVENUE
ARDMORE,PA19003 		N/A PC TO PROVIDE MENTAL HEALTH EDUCATION AND SUICIDE PREVENTION PROGRAMS IN LAKE COUNTY, IL SCHOOLS 25,000

NORTHERN ILLINOIS FOOD BANK

273 DEARBORN COURT
GENEVA,IL60134 		N/A PC TO SUPPORT GENERAL OPERATIONS (FOOD SECURITY) 2,500

PADS LAKE COUNTY

1800 GRAND AVE
WAUKEGAN,IL60085 		N/A PC TO SUPPORT GENERAL OPERATIONS REDUCING HOMELESSNESS IN LAKE COUNTY 15,000

RIVERSIDE FOUNDATION

14588 WEST HIGHWAY 22
LINCOLNSHIRE,IL60069 		N/A PC TO SUPPORT GENERAL OPERATIONS (SUPPORTING ADULTS WITH DEVELOPMENTAL DISABILITIES) 5,000

SANTA BARBARA FOUNDATION

1111 CHAPALA STREET SUITE 200
SANTA BARBARA,CA93101 		N/A PC TO SUPPORT THE COLLABORATION FOR SOCIAL IMPACT'S SMALL CAPACITY BUILDING GRANT PROGRAM 50,000

SHARSHERET

1086 TEANECK ROAD SUITE 2G
TEANECK,NJ07666 		N/A PC TO SUPPORT GENERAL OPERATIONS PROVIDING SUPPORT TO JEWISH PEOPLE FACING BREAST OR OVARIAN CANCER 25,000

SHELTER BOX

PO BOX 5055
SANTA BARBARA,CA93150 		N/A PC TO SUPPORT GENERAL OPERATIONS PROVIDING SHELTER TO PEOPLE DISPLACED BY DISASTER AND CONFLICT 15,000

TAPROOTS

2718 WEST ADAMS ST 2ND FLOOR
CHICAGO,IL60612 		N/A PC TO PROVIDE SUPPORT FOR AT RISK YOUTH, ADULTS AND FAMILIES 2,500

THE CHICAGO LIGHTHOUSE

1850 WEST ROOSEVELT ROAD
CHICAGO,IL60608 		N/A PC TO PROVIDE GENERAL OPERATING SUPPORT OF WRAPAROUND SERVICES 10,000

THE FAMILY SCHOOL

2447 N CAMPBELL AVE
CHICAGO,IL60647 		N/A PC TO SUPPORT GENERAL OPERATIONS (INTERFAITH ACTIVITIES) 2,500

URBAN ADAMAH

1151 SIXTH STREET
BERKELEY,CA94710 		N/A PC TO SUPPORT GENERAL OPERATIONS PROVIDING FARM-BASED, COMMUNITY BUILDING EXPERIENCES THAT INTEGRATE JEWISH TRADITION, MINDFULNESS, SUSTAINABLE AGRICULTURE, AND SOCIAL ACTION 18,000

VITAMIN ANGELS ALLIANCE

PO BOX 4490
SANTA BARBARA,CA93140 		N/A PC TO PROVIDE VITAMIN A SUPPLEMENTATION AND DEWORMING TREATMENT 10,000
Total .................................right arrow 3a 892,087
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 ....     14 702,816  
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 ..... 523000 54      
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 2,222,037  
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) .. 54 2,924,853 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,924,907
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
FLORENCE AND LAURENCE SPUNGEN FAMILY
 
FOUNDATION
EIN:
20-7155204
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING EXPENSE 6,340 3,170   3,170

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

TY 2023 DepreciationSchedule
Name:
FLORENCE AND LAURENCE SPUNGEN FAMILY
 
FOUNDATION
EIN:
20-7155204
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
OFFICE EQUIPMENT 2022-03-03 1,518 304 SL 5.000000000000 304 0    
OFFICE EQUIPMENT 2022-03-14 2,530 506 SL 5.000000000000 506 0    
OFFICE EQUIPMENT 2021-11-19 2,644 2,644 SL 5.000000000000 0 0    

TY 2023 InvestmentsCorpBondsSchedule
Name:
FLORENCE AND LAURENCE SPUNGEN FAMILY
 
FOUNDATION
EIN:
20-7155204
Name of Bond End of Year Book Value End of Year Fair Market Value
CORPORATE BONDS 4,355,919 4,370,712

TY 2023 InvestmentsCorpStockSchedule
Name:
FLORENCE AND LAURENCE SPUNGEN FAMILY
 
FOUNDATION
EIN:
20-7155204
Name of Stock End of Year Book Value End of Year Fair Market Value
CORPORATE STOCK 14,014,906 18,047,467

TY 2023 InvestmentsOtherSchedule2
Name:
FLORENCE AND LAURENCE SPUNGEN FAMILY
 
FOUNDATION
EIN:
20-7155204
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BROKERED CDS AT COST 184,150 179,188

TY 2023 LandEtcSchedule2
Name:
FLORENCE AND LAURENCE SPUNGEN FAMILY
 
FOUNDATION
EIN:
20-7155204
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
OFFICE EQUIPMENT 1,518 608 910  
OFFICE EQUIPMENT 2,530 1,012 1,518  
OFFICE EQUIPMENT 2,644 2,644 0  


TY 2023 LegalFeesSchedule
Name:
FLORENCE AND LAURENCE SPUNGEN FAMILY
 
FOUNDATION
EIN:
20-7155204
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL EXPENSE 17,928 0   17,928


TY 2023 OtherAssetsSchedule
Name:
FLORENCE AND LAURENCE SPUNGEN FAMILY
 
FOUNDATION
EIN:
20-7155204
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
HOLOCAUST MEMORABILIA 846,651 846,651 846,651
OTHER ASSETS 25,000 0 0


TY 2023 OtherDecreasesSchedule
Name:
FLORENCE AND LAURENCE SPUNGEN FAMILY
 
FOUNDATION
EIN:
20-7155204
Description Amount
WRITE OFF 2022 PRI ASSET 25,000


TY 2023 OtherExpensesSchedule
Name:
FLORENCE AND LAURENCE SPUNGEN FAMILY
 
FOUNDATION
EIN:
20-7155204
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONTRACT LABOR 21,800 0   21,800
MEALS 8,104 0   8,104
BANK FEES 235 0   235
INSURANCE 3,090 0   3,090
HOLOCAUST MEMORABILIA 1,045 0   1,045
DUES AND MEMBERSHIP FEES 4,775 0   4,775
OFFICE EXPENSE 7,352 0   7,352
OTHER CHARITABLE EXPENSE 5,533 0   5,533
STATE REGISTRATION FEES 130 0   130


TY 2023 OtherIncomeSchedule2
Name:
FLORENCE AND LAURENCE SPUNGEN FAMILY
 
FOUNDATION
EIN:
20-7155204
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ORDINARY BUSINESS INCOME - ARIXA SECURED INCOME FUND, LLC 54 0 54


TY 2023 OtherIncreasesSchedule
Name:
FLORENCE AND LAURENCE SPUNGEN FAMILY
 
FOUNDATION
EIN:
20-7155204
Description Amount
BROKER ADJUSTMENT 7,041
ROUNDING 3


TY 2023 OtherLiabilitiesSchedule
Name:
FLORENCE AND LAURENCE SPUNGEN FAMILY
 
FOUNDATION
EIN:
20-7155204
Description Beginning of Year - Book Value End of Year - Book Value
AMERICAN EXPRESS CREDIT CARD 1,348 290
OUTSTANDING CHECKS 5,000 0
BANK OF AMERICA CREDIT CARD 1,188 8,664
ROUNDING 1 0


TY 2023 OtherProfessionalFeesSchedule
Name:
FLORENCE AND LAURENCE SPUNGEN FAMILY
 
FOUNDATION
EIN:
20-7155204
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVISORY FEES & INVESTMENT EXPENSE 108,992 108,992   0
OTHER PROFESSIONAL SERVICES 57,867 0   57,867


TY 2023 TaxesSchedule
Name:
FLORENCE AND LAURENCE SPUNGEN FAMILY
 
FOUNDATION
EIN:
20-7155204
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID 4,332 4,332   0
FEDERAL EXCISE TAX 20,956 0   0