Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
The Sand Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

81-3209913
B Telephone number (see instructions)

(800) 839-1754
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$8,804,466J 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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 10,588 10,588  
4 Dividends and interest from securities... 201,218 201,218  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 193,517
b Gross sales price for all assets on line 6a 1,460,051
7 Capital gain net income (from Part IV, line 2)... 193,517
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
3,308 3,308  
12 Total. Add lines 1 through 11........ 408,631 408,631  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 5,000     5,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
153,190 57,190   96,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,401 1    
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
30,399 249   30,150
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 192,990 57,440   131,150
25 Contributions, gifts, grants paid....... 294,050 294,050
26 Total expenses and disbursements. Add lines 24 and 25 487,040 57,440   425,200
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -78,409
b Net investment income (if negative, enter -0-) 351,191
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 275,414 395,226 395,226
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)....... 7,283,295 Click to see attachment
List of Attached Documents:
// Content
7,191,696 		8,301,449
c Investments—corporate bonds (attach schedule)....... 100,000    
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).......... 119,356 Click to see attachment
List of Attached Documents:
// Content
116,534 		107,791
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) 7,778,065 7,703,456 8,804,466
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 7,778,065 7,703,456
29 Total net assets or fund balances (see instructions)..... 7,778,065 7,703,456
30 Total liabilities and net assets/fund balances (see instructions). 7,778,065 7,703,456
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
7,778,065
2
Enter amount from Part I, line 27a .....................
2
-78,409
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
3,800
4
Add lines 1, 2, and 3 ..........................
4
7,703,456
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,703,456
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
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 1,460,051   1,266,534 193,517
b
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       193,517
b
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 2 193,517
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 4,882
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 4,882
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,882
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 4,308
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 800
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,108
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 10 226
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow226 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowPA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
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
Alexander Braun SchoenfeldClick to see attachment
List of Attached Documents:
// Content
Dir
1.0 		1,000 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Barbara B SchoenfeldClick to see attachment
List of Attached Documents:
// Content
Dir, Pres, Sec, Treas
1.0 		1,000 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Gordon SchoenfeldClick to see attachment
List of Attached Documents:
// Content
Dir
1.0 		1,000 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Larry J SchoenfeldClick to see attachment
List of Attached Documents:
// Content
Dir, VP
1.0 		1,000 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Max SchoenfeldClick to see attachment
List of Attached Documents:
// Content
Dir
1.0 		1,000 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
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
 
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
Saffron LLC Philanthropic SRVCS 96,000
10 Cliff Terrace
Newport,RI02840
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
7,992,416
b
Average of monthly cash balances.......................
1b
323,402
c
Fair market value of all other assets (see instructions)................
1c
107,791
d
Total (add lines 1a, b, and c).........................
1d
8,423,609
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
8,423,609
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
126,354
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,297,255
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
414,863
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
414,863
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
4,882
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,882
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
409,981
4
Recoveries of amounts treated as qualifying distributions................
4
3,800
5
Add lines 3 and 4............................
5
413,781
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
413,781
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
425,200
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
425,200
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 7 413,781
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 402,991
b Total for prior years:2021, 2020, 2019  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 425,200
a Applied to 2022, but not more than line 2a 402,991
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 22,209
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		391,572
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
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

ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI

225 N MICHIGAN AVE 17TH FL
CHICAGO,IL60601 		N/A PC General & Unrestricted 5,000

AMERICAN PARKINSON DISEASE ASSOC

PO BOX 61420
STATEN ISLAND,NY10306 		N/A PC General & Unrestricted 250

ANTI-DEFAMATION LEAGUE

605 3RD AVE
NEW YORK,NY10158 		N/A PC combating antisemitism fund 5,000

AQUIDNECK LAND TRUST

790 AQUIDNECK AVE
MIDDLETOWN,RI02842 		N/A PC General & Unrestricted 1,000

BERKELEY FOOD NETWORK

1569 SOLANO AVE BOX 243
BERKELEY,CA94707 		N/A PC General & Unrestricted 1,000

BERKELEY PLAYHOUSE INC

2640 COLLEGE AVE
BERKELEY,CA94704 		N/A PC General & Unrestricted 5,000

BERKELEY PUBLIC SCHOOLS FUND

PO BOX 2066
BERKELEY,CA94702 		N/A PC General & Unrestricted 4,000

BOYS AND GIRLS CLUBS OF PROVIDENCE

550 WICKENDEN ST
PROVIDENCE,RI02903 		N/A PC General & Unrestricted 1,000

BOYS CLUBS & GIRLS CLUBS OF NEWPORT COUNTY INC

95 CHURCH ST
NEWPORT,RI02840 		N/A PC General & Unrestricted 1,000

CALIFORNIA FIRE SAFE COUNCIL INC

3237 PEACEKEEPER WAY STE 201
MCCLELLAN,CA95652 		N/A PC General & Unrestricted 500

CALIFORNIA VOLUNTEER FIRE DEPT

PO BOX 578
CALIFORNIA,PA15419 		N/A PC General & Unrestricted 500

CENTER FOR DISASTER PHILANTHROPY INC

1 THOMAS CIR NW STE 700
WASHINGTON,DC20005 		N/A PC Palestinian-Israeli Humanitarian Crisis fund 15,000

CENTER FOR REPRODUCTIVE RIGHTS INC

199 WATER ST 22ND FLOOR
NEW YORK,NY10038 		N/A PC General & Unrestricted 10,000

CHICAGO ADVENTURE THERAPY NFP

PO BOX 13062
CHICAGO,IL60613 		N/A PC General & Unrestricted 400

CITYSIDE JOURNALISM INITIATIVE

2120 UNIVERSITY AVE
BERKELEY,CA94704 		N/A PC General & Unrestricted 500

COALITION ON HOMELESSNESS

280 TURK ST
SAN FRANCISCO,CA94102 		N/A PC General & Unrestricted 500

COMMUNITY HOUSING PARTNERSHIP

251 POST ST STE 200
SAN FRANCISCO,CA94108 		N/A PC General & Unrestricted 500

COMMUNITY LIBRARIES OF PROVIDENCE

441 PRAIRIE AVE
PROVIDENCE,RI02905 		N/A PC General & Unrestricted 200

COMPANY OF THE REDWOOD LIBRARY AND ATHENAEM

50 BELLEVUE AVE
NEWPORT,RI02840 		N/A PC General & Unrestricted 500

CONGREGATION SONS OF ISRAEL AND DAVID

70 ORCHARD AVE
PROVIDENCE,RI02906 		N/A PC Presidents Premium Support fund 3,000

CONNECTICUT COLLEGE

270 MOHEGAN AVE
NEW LONDON,CT06320 		N/A PC General & Unrestricted 8,000

CROSSROADS RHODE ISLAND

160 BROAD ST
PROVIDENCE,RI02903 		N/A PC General & Unrestricted 5,000

DORCAS INTERNATIONAL INSTITUTE OF RHODE ISLAND INC

645 ELMWOOD AVE
PROVIDENCE,RI02907 		N/A PC General & Unrestricted 200

EDUCATIONAL FUND TO STOP GUN VIOLENCE

805 15TH ST NW STE 410
WASHINGTON,DC20005 		N/A PC General & Unrestricted 500

EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC

PO BOX 3886
NEW YORK,NY10163 		N/A PC General & Unrestricted 550

FOSTER FORWARD

55 S BROW ST
EAST PROVIDENCE,RI02914 		N/A PC General & Unrestricted 500

FOUNDATION FOR SARCOIDOSIS RESEARCH

320 W OHIO ST STE 300
CHICAGO,IL60654 		N/A PC General & Unrestricted 3,800

FRIENDS OF BERKELEY TUOLUMNE CAMP

PO BOX 7931
BERKELEY,CA94707 		N/A PC General & Unrestricted 200

FRIENDS OF THE EARTH

PO BOX 7010
MERRIFIELD,VA22116 		N/A PC Bee Action fund 250

GEORGETOWN UNIVERSITY

2115 WISCONSIN AVE NW STE 500
WASHINGTON,DC20007 		N/A PC General & Unrestricted 1,000

GEORGETOWN UNIVERSITY

3300 WHITEHAVEN ST STE 3000
WASHINGTON,DC20007 		N/A PC Georgetown Lombardi Comprehensive Cancer Center - AYA Integrative medicine fund 20,000

GRUB STREET INC

50 LIBERTY DR STE 500
BOSTON,MA02210 		N/A PC General & Unrestricted 500

HUMAN RIGHTS CAMPAIGN FOUNDATION

1640 RHODE ISLAND AVE NW
WASHINGTON,DC20036 		N/A PC General & Unrestricted 10,000

INTERNATIONAL RESCUE COMMITTEE INC

PO BOX 6068
ALBERT LEA,MN56007 		N/A PC Syrian Earthquake Relief fund 10,000

INTERNATIONAL TENNIS HALL OF FAME INCORPORATED

194 BELLEVUE AVE
NEWPORT,RI02840 		N/A PC General & Unrestricted 2,000

ISRAEL TENNIS CENTERS FOUNDATION INC

165 E 56TH ST 2ND FL
NEW YORK,NY10022 		N/A PC General & Unrestricted 200

JAMESTOWN ARTS CENTER

PO BOX 97
JAMESTOWN,RI02835 		N/A PC General & Unrestricted 600

JEWISH ALLIANCE OF GREATER RHODE ISLAND

401 ELMGROVE AVE
PROVIDENCE,RI02906 		N/A PC General & Unrestricted 2,000

KQED INC

2601 MARIPOSA ST
SAN FRANCISCO,CA94110 		N/A PC General & Unrestricted 250

MARTIN LUTHER KING COMMUNITY CENTER INCORPORATED

20 DR MARCUS WHEATLAND BLVD
NEWPORT,RI02840 		N/A PC General & Unrestricted 500

MARY C WHEELER SCHOOL INC

216 HOPE ST
PROVIDENCE,RI02906 		N/A PC General & Unrestricted 23,000

MDDS BALANCE DISORDER FOUNDATION INC

22406 SHANNONDELL DR
AUDUBON,PA19403 		N/A PC General & Unrestricted 1,000

MENTAL HEALTH ASSOCIATION OF SAN FRANCISCO

870 MARKET ST STE 928
SAN FRANCISCO,CA94102 		N/A PC General & Unrestricted 500

MIRIAM HOSPITAL FOUNDATION

167 POINT ST
PROVIDENCE,RI02903 		N/A PC General & Unrestricted 1,000

MOUNT HOPE TRUST IN BRISTOL

PO BOX 66
BRISTOL,RI02809 		N/A PC General & Unrestricted 500

NATIONAL PUBLIC RADIO INC

PO BOX 791490
BALTIMORE,MD21279 		N/A PC Ukraine FY24 Initiative 5,000

NAVAL WAR COLLEGE FOUNDATION INC

686 CUSHING RD
NEWPORT,RI02841 		N/A PC General & Unrestricted 25,000

NEWPORT ART MUSEUM AND ART ASSOCIATION

76 BELLEVUE AVE
NEWPORT,RI02840 		N/A PC Executive Search fund 3,600

NEWPORT ART MUSEUM AND ART ASSOCIATION

76 BELLEVUE AVE
NEWPORT,RI02840 		N/A PC General & Unrestricted 17,500

NEWPORT ART MUSEUM AND ART ASSOCIATION

76 BELLEVUE AVE
NEWPORT,RI02840 		N/A PC Charitable Event 5,700

NEWPORT ART MUSEUM AND ART ASSOCIATION

76 BELLEVUE AVE
NEWPORT,RI02840 		N/A PC Annual Fund 25,000

NEWPORT FILM INC

174 BELLEVUE AVE STE 314
NEWPORT,RI02840 		N/A PC General & Unrestricted 500

NEWPORT HOSPITAL FOUNDATION INC

11 FRIENDSHIP ST
NEWPORT,RI02840 		N/A PC General & Unrestricted 10,000

NEWPORT PUBLIC LIBRARY

300 SPRING ST
NEWPORT,RI02840 		N/A PC General & Unrestricted 1,000

NORMAN BIRD SANCTUARY TRUST

583 3RD BEACH RD
MIDDLETOWN,RI02842 		N/A PC General & Unrestricted 500

PLANNED PARENTHOOD FEDERATION OF AMERICA INC

123 WILLIAMS ST 10TH FL
NEW YORK,NY10038 		N/A PC General & Unrestricted 2,650

PLAY FOR P I N K INC

28 W 44TH ST STE 609
NEW YORK,NY10036 		N/A PC General & Unrestricted 5,000

PRESERVATION SOCIETY OF NEWPORT COUNTY

424 BELLEVUE AVE
NEWPORT,RI02840 		N/A PC General & Unrestricted 1,000

PROTECT RURAL NAPA EDUCATION FUND

PO BOX 2385
YOUNTVILLE,CA94599 		N/A PC General & Unrestricted 1,000

PROVIDENCE ATHENAEUM

251 BENEFIT ST
PROVIDENCE,RI02903 		N/A PC General & Unrestricted 1,000

PROVIDENCE PUBLIC LIBRARY

150 EMPIRE ST
PROVIDENCE,RI02903 		N/A PC General & Unrestricted 500

PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUD

2300 MARTIN LUTHER KING JR WAY
BERKELEY,CA94704 		N/A PC General & Unrestricted 10,000

RHODE ISLAND ARTS FOUNDATION AT NEWPORT INCORPORAT

42 DEARBORN ST
NEWPORT,RI02840 		N/A PC General & Unrestricted 2,500

RHODE ISLAND COMMUNITY FOOD BANK ASSOCIATION

200 NIANTIC AVE
PROVIDENCE,RI02907 		N/A PC General & Unrestricted 2,000

RHODE ISLAND FREE CLINIC INC

655 BROAD ST STE 301
PROVIDENCE,RI02907 		N/A PC General & Unrestricted 2,500

RHODE ISLAND PHILHARMONIC ORCHESTRA & MUSIC SCHOOL

667 WATERMAN AVE
E PROVIDENCE,RI02914 		N/A PC General & Unrestricted 1,000

RHODE ISLAND PUBLIC RADIO

ONE UNION STA
PROVIDENCE,RI02903 		N/A PC Ira Glass fund 500

RHODE ISLAND PUBLIC RADIO

ONE UNION STA
PROVIDENCE,RI02903 		N/A PC General & Unrestricted 8,500

ROTARY CHARITIES FOUNDATION OF ROTARY CLUB OF PROV

501 CENTERVILLE RD STE 103
WARWICK,RI02886 		N/A PC Charitable Event 500

SAN FRANCISCO AIDS FOUNDATION

1035 MARKET ST SUITE 400
SAN FRANCISCO,CA94103 		N/A PC Charitable Event 50

SAVE THE BAY INC

100 SAVE THE BAY DR
PROVIDENCE,RI02905 		N/A PC General & Unrestricted 1,000

SOCIETY FOR SCIENCE AND THE PUBLIC

1719 N ST NW
WASHINGTON,DC20036 		N/A PC General & Unrestricted 1,200

SOMA WEST COMMUNITY BENEFIT DISTRICT

1066 HOWARD ST
SAN FRANCISCO,CA94103 		N/A PC General & Unrestricted 2,500

SOPHIA ACADEMY

582 ELMWOOD AVE
PROVIDENCE,RI02907 		N/A PC General & Unrestricted 5,000

SOUTHERN POVERTY LAW CENTER INC

400 WASHINGTON AVE
MONTGOMERY,AL36104 		N/A PC General & Unrestricted 1,000

SPONSORS FOR EDUCATIONAL OPPORTUNITY INC

55 EXCHANGE PL STE 601
NEW YORK,NY10005 		N/A PC General & Unrestricted 250

THE SANDRA FEINSTEIN-GAMM THEATRE

1245 JEFFERSON BLVD
WARWICK,RI02886 		N/A PC General & Unrestricted 500

UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTH

PO BOX 4227
NEW YORK,NY10261 		N/A PC General & Unrestricted 500

WESTSIDE COMMUNITY MENTAL HEALTH CENTER

1153 OAK ST
SAN FRANCISCO,CA94117 		N/A PC General & Unrestricted 500

WIKIMEDIA FOUNDATION INC

PO BOX 98204
WASHINGTON,DC20090 		N/A PC General & Unrestricted 200

WORLD WILDLIFE FUND INC

1250 24TH ST NW
WASHINGTON,DC20037 		N/A PC General & Unrestricted 1,000

YALE UNIVERSITY

PO BOX 2038
NEW HAVEN,CT06521 		N/A PC General & Unrestricted 1,000
Total .................................right arrow 3a 294,050
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 10,588  
4 Dividends and interest from securities ....     14 201,218  
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 ............ 		    18 193,517  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aK-1 Inc/Loss 		    14 3,308  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   408,631  
13Total. Add line 12, columns (b), (d), and (e)..................
13
408,631
(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 CompensationExplanation
Name:
The Sand Foundation
EIN:
81-3209913
Person Name Explanation
Barbara B Schoenfeld *Barbara B Schoenfeld, Director/President/Secretary/Treasurer of The Sand Foundation (the "Foundation"), is the sole member at the consulting firm of Saffron LLC, a disqualified person which provides consulting services to the Foundation. During the taxable year ending December 31, 2023, the Foundation paid $96,000 for philanthropic consulting services rendered by such disqualified person as reported in Form 990-PF, Part I, Line 16c. Such consulting firm billed the Foundation at or below the rate it charges its other clients.

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

TY 2023 DepreciationSchedule
Name:
The Sand Foundation
EIN:
81-3209913
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

TY 2023 InvestmentsCorpStockSchedule
Name:
The Sand Foundation
EIN:
81-3209913
Name of Stock End of Year Book Value End of Year Fair Market Value
10X GENOMICS CLASS A 1,298 1,567
ABB LTD 1,298 2,304
ABBOTT LABS 1,108 2,091
ABBVIE INC 5,403 5,889
ABCELLERA BIOLOGICS INC 1,762 1,165
ACCENTURE PLC 24,221 26,669
ADOBE SYSTEMS, INC 4,811 8,949
ADVANCED ENERGY IND INC 757 1,307
ADVANCED MICRO DEVICES INC 3,516 5,602
AFLAC INC 273 495
AGILENT TECHNOLOGIES INC 1,307 1,668
AIR PRODS & CHEM INC 604 548
AIRBNB 1,417 1,634
AKAMAI TECH COM STK 3,185 4,497
ALEXANDRIA REAL ESTATE EQUITIE 2,108 1,902
ALLSTATE CORP 2,336 2,520
ALPHABET INC CL C 32,046 33,964
AMDOCS LIMITED 7,256 7,910
AMER INTERNATIONAL GROUP INC 396 474
AMERICAN EXPRESS CO 4,100 5,246
AMERICAN REALTY CAP TR INC 1,175 1,135
AMERICAN TOWER REIT INC 4,840 4,749
AMERICAN WATER WORKS COMPANY I 1,656 1,452
AMERIPRISE FINANCIAL INC 4,327 4,938
AMGEN INC 4,803 5,184
ANALOG DEVICES INC 2,717 4,170
ANSYS INC 2,919 4,355
AON PLC CL A 7,939 7,567
APOLLO GLOBAL MANAGEMENT, INC 851 932
APPLE INC 64,428 69,118
APPLIED MATERIALS INC 5,974 10,372
APTIV PLC 4,009 4,755
ARCHER AVIATION ORD SHS CLASS 1,166 1,025
ARES MANAGEMENT CORPORATION 539 595
ARISTA NETWORKS 651 2,591
ARRAY BIOPHARMA INC 558 924
ASML HOLDING NV NY REG SHS 1,883 2,271
ASPEN TECHNOLOGY INC COM 675 881
AT&T, INC 653 571
ATLASSIAN CORP CL A 1,404 2,854
AUTODESK, INC 3,476 4,626
AUTOMATIC DATA PROCESSING INC 7,192 8,620
AUTOZONE INC 5,354 5,171
AVALONBAY CMNTYS INC 4,203 4,681
AVANGRID INC 615 648
AZEK COMPANY INC CL A 1,394 1,607
AZENTA INC 872 1,629
BALL CP 1,523 1,841
BANK NEW YORK MELLON CORP COM 3,272 3,644
BANK OF AMERICA CORP 1,113 1,246
BAXTER INTERNATIONAL INC 1,201 1,392
BEAM GLOBAL 931 574
BEAM INC 1,381 1,307
BECTON DICKINSON & CO 1,392 1,463
BENTLEY SYSTEMS INC CL B 967 991
BERKLEY W R CP 2,375 2,475
BIOGEN INC 2,260 2,329
BIOMARIN PHARMACEUTICAL INC 425 482
BIONTECH SE ADR 1,596 1,478
BLACKROCK INC 5,274 6,494
BOOKING HOLDINGS INC 1,679 3,547
BOSTON PPTYS INC 1,613 1,684
BOSTON SCIENTIFIC 3,518 4,162
BRISTOL-MYERS SQUIBB CO 6,253 5,182
BROADCOM INC 6,377 14,511
BROADRIDGE FINANCIAL 886 1,029
BROOKFIELD RENEWABLE CORP CL A 1,032 1,555
BUTTERFLY NETWORK ORD SHS CLAS 707 416
CADENCE DESIGN SYSTEMS INC 7,388 9,805
CALIFORNIA WATER SVC 1,380 1,400
CALVERT SMALL CAP VALUE FUND C 113,384 119,323
CAMPBELL SOUP CO 2,004 1,902
CANADIAN SOLAR INC 901 1,102
CAPITAL ONE FINANCIAL CORP 827 1,049
CARIBOU BIOSCIENCES INC 1,450 636
CARRIER GLOBAL 354 632
CBRE GROUP 2,789 3,724
CDW CORP 1,308 1,819
CENCORA INC 988 1,027
CF INDUSTRIES HOLDINGS, INC 1,424 1,352
CHARLES SCHWAB CORP 4,178 5,229
CHIPOTLE MEX GRILL 4,196 4,574
CHUBB LIMITED 2,546 2,712
CIGNA CORPORATION 4,635 4,791
CINCINNATI FINANCIAL CORP 300 310
CINTAS CRP 338 603
CISCO SYSTEMS INC 7,586 8,437
CITIZENS FINANCIAL GROUP, INC 1,656 2,121
CLOUDFLARE, INC. 2,024 2,664
CME GROUP, INC 1,480 1,474
COGNIZANT TECHNOLOGY SOLUTIONS 3,569 3,625
COMMERCIAL METALS 1,056 1,401
COMMUNITY REINV ACT QUAL INVT 222,751 212,428
COPART INC 815 1,176
CORNING INC 4,161 4,141
CRISPR THERAPEUTICS AG 1,367 1,690
CROWDSTRIKE HOLDINGS, INC 2,149 3,574
CROWN CASTLE INTL 4,185 4,377
CUMMINS INC 3,153 3,594
CUREVAC N.V 4,673 644
DANAHER CORP 8,859 8,791
DAQO NEW ENERGY CORP NEW 985 984
DATADOG INC 2,815 3,641
DEERE CO 408 400
DEUTSCHE POST AG 2,271 2,081
DEUTSCHE TELE AG ADS 1,881 2,534
DIGITAL RLTY TR INC 1,812 1,884
DISCOVER FINL SVCS COM 285 450
DOCUSIGN INC 4,139 1,962
DOORDASH ORD SHS CLASS A 427 494
DOW INC 2,404 2,687
DUOLINGO 1,435 2,269
EATON CORP PLC 1,037 1,927
EBAY INC 5,873 5,234
ECOLAB INC 4,546 5,157
EDITAS MEDICINE INC 978 770
EDWARDS LIFESCIENCES 1,000 1,296
ELECTRONIC ARTS 14,464 14,912
ELEVANCE HEALTH INC 10,452 10,374
ELI LILLY & CO 7,543 13,407
ENERGY VAULT HOLDINGS, INC. 1,878 494
ENOVIX CORP 1,381 1,202
ENPHASE ENERGY ORD SHS 1,571 2,511
EQUINIX, INC 1,441 2,416
EQUITY RESIDENTIAL PPTYS TR 1,272 1,407
ESS TECH ORD SHS 688 516
ESSEX PRTY TR INC 839 992
EVEREST GROUP, LTD 1,906 1,768
EVERSOURCE ENERGYINC 2,523 2,777
EXACT SCIENCES CORPORATION 1,033 1,554
EXTREME NETWORKS, INC 470 935
FACTSET RESH SYST INC 4,948 5,248
FIDELITY NATIONAL INFORMATION 1,338 1,382
FIFTH THIRD BANCORP 2,651 3,587
FIRST SOLAR INC 1,474 2,756
FLEXTRONICS INTERNATIONAL 1,046 1,736
FLUENCE ENERGY INC 1,409 1,288
FORD MOTOR COMPANY 421 414
FORTINET INC 427 527
FOX CORP CL B 2,742 2,627
FRANKLIN RES INC 3,257 4,111
FREYR BATTERY 1,305 329
GARMIN LTD 1,292 2,185
GENENTECH INC COM NEW 1,412 1,075
GENERAL MILLS INC 8,564 7,491
GEOGLOBAL RESOURCES 695 586
GGPI 1,150 673
GILEAD SCIENCES INC 1,178 1,215
GLOBALFOUNDRIES INC 679 788
GOLDMAN SACHS GROUP 4,549 5,401
GRAINGER W W INC 1,613 2,486
GROUPE DANONE ADS 2,188 1,968
GSK PLC 2,560 2,075
GUARDANT HEALTH INC 1,339 974
HANNON ARMSTRONG SUST INFRAST 1,508 1,793
HARTFORD FINANCIALSERVICES GRO 2,041 2,331
HENRY JACK & ASSOC INC 405 327
HEWLETT PACKARD ENTERPRISE CO 6,292 6,707
HILTON WORLDWIDE HOLDINGS, INC 5,120 7,102
HOME DEPOT INC 5,000 6,931
HONEST CO. INC 694 1,548
HONEYWELL INTL 3,867 4,404
HORIZON TECHNOLOGY FINANCE COR 774 764
HOWMET AEROSPACE ORD SHS 1,916 2,327
HP INC 2,958 3,521
HUBSPOT INC 1,269 1,742
HUDSON PACIFIC PROPERTIES INC 3,108 1,573
HUNT J B 338 399
HUNTINGTON BANCSHARES INC 1,860 2,162
IDEXX CORP 6,004 7,771
ILLUMINA INC COM 7,287 4,734
INFINEON TECH ADS 1,056 2,051
INGERSOLL-RAND INC 5,515 6,419
INOVIO PHARMACEUTICALS INC 1,137 789
INSULET CORPORATION 308 434
INT'L FLAVORS & FRAGRANCES INC 930 1,053
INTEL CORP 3,730 4,874
INTELLIA THERAPEUTICS INC 1,218 1,098
INTERFACE INC CL A 1,095 858
INTERNATIONAL BUSINESS MACHINE 8,843 10,140
INTUIT 2,227 3,750
INTUITIVE SURGICAL 5,112 6,747
INVITAE CORP 1,652 446
IRON MOUNTAIN 993 1,959
ITRON INC 1,377 1,510
JINKOSOLAR HOLDING CO LTD 698 1,256
JOBY AVIATION INC 1,597 1,416
JOHNSON & JOHNSON 12,590 14,263
KEYSIGHT TECHNOLOGIES INC 6,228 7,955
KILROY REALTY CP 2,358 1,514
KLA TENCOR CORP 515 581
L3HARRIS TECHNOLOGIES 8,352 9,689
LAM RESEARCH CORP 3,425 6,266
LAMB WESTON HOLDINGS INC 402 432
LANZATECH GLOBAL INC 1,169 905
LENNOX INTL INC 395 448
LI-CYCLE HOLDINGS CORP 1,700 147
LINDE PLC COM 5,715 9,036
LOWES COMPANIES INC 4,617 5,119
LPL FINANCIAL HOLDINGS INC 1,598 1,593
LUCID GROUP 247 274
LUMENTUM HOLDINGS INC 1,562 1,363
LYONDELLBASELL INDUSTRIES NV 7,380 7,606
M&T BANK CORP 487 411
MARRIOTT INTERNATIONAL INC. CL 3,509 4,059
MARVELL TECHNOLOGY, INC 2,642 4,101
MASTERCARD INC 5,972 8,957
MAXEON SOLAR TECHNOLOGIES LTD 1,212 545
MBLY 1,770 2,166
MCDONALD'S CORP 1,604 1,779
MEDTRONIC PLC 7,032 7,085
MERCADOLIBRE, INC 1,356 1,572
MERCK & CO INC 9,438 12,319
META PLATFORMS INC 13,208 14,512
METLIFE INC 4,578 4,563
MICROCHIP TECHNOLOGY INC 939 1,984
MICRON TECHNOLOGY 3,631 5,462
MICROSOFT CORP 58,160 72,200
MODERNA, INC 1,218 2,387
MOLSON COOR BREW CO CL B 285 245
MONGODB INC CL A 744 818
MONOLITHIC POWER SYSTEMS, INC 371 1,892
MOODYS CORP 162 391
MORGAN STANLEY 6,481 7,087
NANOSTRING TECHNOLOGIES INC 2,696 169
NASDAQ OMX GROUP 2,696 2,965
NATURAL GROCERS BY VITAMIN COT 685 848
NETAPP, INC 1,239 1,411
NEWS CORP LTD ADR 968 1,183
NEWS CORP LTD CL A 465 565
NIO INC 2,714 1,524
NIU TECHNOLOGIES ADR 700 477
NORTHERN TRUST CORPORATION 1,236 1,350
NORTHROP GRUMMAN CORP 2,301 2,341
NVIDIA CORP 9,623 32,685
OATLY GROUP AB ADS 699 635
OKTA INC 272 362
OMNICOM GROUP 756 865
ORACLE CORP 9,954 9,278
ORMAT TECHNOLOGIES 1,412 1,364
OTIS WORLDWIDE CORP 2,419 2,774
PACIFIC BIOSCIENCES OF CALIF 730 1,295
PALO ALTO NETWORKS INC 5,256 7,962
PARNASSUS FIXED INCOME FUND IN 300,000 276,251
PAX WORLD HIGH YIELD BOND-IN 100,000 90,226
PAX WORLD INTERNATIONAL FD INS 200,000 218,063
PAYCHEX 1,346 1,429
PAYPAL HOLDINGS, INC 4,297 3,439
PERSONALIS ORD SHS 2,369 916
PFIZER INC 11,872 7,687
PNC FINANCIAL GROUP INC 1,132 1,394
PRIME MEDICINE INC 1,156 762
PRIMO WATER CORPORATION 1,478 1,355
PRINCIPAL FINANCIAL GROUP 3,468 3,855
PROGRESSIVE CORP OHIO 4,832 5,575
PROLOGIS 6,650 7,065
PRUDENTIAL FINCL INC 609 622
PTC INC 302 350
PURE STORAGE INC 907 1,569
QUALCOMM INC 6,394 8,533
QUANTUM-SI INC 697 615
QUANTUMSCAPE CORP 2,595 1,327
RAPID7 INCORPORATED 3,143 1,656
RAYMOND JAMES FINANCIAL INC 1,601 1,784
RECURSION PHARMACEUTICALS ORD 1,143 1,272
REGENCY CENTERS CORP 329 335
REGENERON PHARMACEUTICALS INC 7,864 8,783
REGIONS FINANCIAL CORP 2,631 3,333
RIVIAN AUTOMOTIVE INC CL A 1,996 1,877
ROYAL CARRIBEAN CRUISE 1,515 2,072
S&P GLOBAL INC COM 8,161 11,013
SALESFORCE.COM 4,781 8,947
SCHNITZER STEEL INDUSTRIES, IN 983 1,025
SCHRODER EMERGING MKT EQUITY F 100,000 93,309
SEAGATE TECHNOLOGY HOLDINGS PL 2,906 4,012
SENTINELONE INC 1,770 2,250
SERVICE NOW 4,288 4,945
SHOALS TECHNOLOGIES GROUP 1,159 1,103
SIEMENS HEALTHINEERS AG 2,075 2,330
SIMON PPTY GROUP INC 498 713
SK TELECOM ADS ADS 3,089 1,712
SKYWORKS SOLUTIONS, INC 1,511 1,799
SL GREEN REALTY CORP 1,389 1,626
SNAP INC. 251 372
SNOWFLAKE INC 1,114 1,393
SOLAREDGE TECHNOLOGIES INC 944 936
SPROUTS FARMERS MARKET INC 912 1,636
STARBUCKS CORP COM 3,908 3,648
STATE STREET CORPORATION 1,110 1,162
STEEL DYNAMICS INC 651 709
STEELECASE INC 1,805 1,758
STMICROELECTRONICS 711 1,855
SUNPOWER CORP 1,382 763
SUNRUN INC 1,663 1,786
SYNCHRONY FINANCIAL 1,891 2,406
SYNOPSYS, INC 7,203 7,724
SYSCO CORP 266 293
T. ROWE PRICE GROUP 3,108 3,446
TAIWAN SEMICONDUCTOR MFG CO LT 1,266 2,392
TARGET CORPORATION 5,598 5,127
TE CONNECTIVITY LTD 6,164 7,728
TESLA MOTORS INC 19,386 19,878
TEXAS INSTRUMENTS INC 2,309 2,046
THE BLACKSTONE GROUP INC CL A 2,155 2,880
THE MOSAIC CO 272 286
THE TRADE DESK INC 705 648
TOKYO ELECTRON LTD 734 2,399
TPI COMPOSITES INC 1,024 546
TRANE TECHNOLOGIES PLC 3,759 4,634
TRAVELERS COMPANIES INC 3,442 4,000
TREX CO INC 1,077 1,904
TRUIST FINANCIAL CORPORATION 3,099 3,618
TWILIO INC 5,042 1,973
TWIST BIOSCIENCE CORP 2,873 2,027
UBER 1,504 1,847
UIPATH ORD SHS CLASS A 1,592 2,534
UNITED RENTALS INC 2,230 2,867
UNITEDHEALTH GROUP INC 7,012 12,635
UNIVERSAL DISPLAY CORP 1,320 1,913
VAIL RESORTS INC 1,986 1,494
VANGUARD INDEX TR VANGUARD TOT 1,517,883 2,591,802
VANGUARD INTERMEDIATE TERM INV 211,501 190,245
VANGUARD LONG TERM INVESTMENT 190,486 141,696
VANGUARD SHORT-TERM CORPORATE 262,644 251,163
VANGUARD TOT INTL BOND IX ADMI 575,479 512,233
VANGUARD TOTAL BOND MARKET IND 696,404 628,919
VANGUARD TOTAL INT ST IDX-AD 1,602,800 1,705,530
VEEVA SYSTEMS INC 1,702 1,925
VENTAS INC 481 498
VERISK ANALYTICS, INC 1,182 1,194
VERIZON COMMUNICATIONS 5,944 5,504
VERTEX PHARMCTLS INC 5,981 7,731
VERVE THERAPEUTICS INC COM 1,155 1,227
VESTAS WIND SYS UNSP/ADR 1,239 2,287
VISA INC 7,356 11,455
VITAL SIGNS INC. 684 894
VORNADO RLTY TR 2,642 1,639
WALGREENS BOOTS ALLIANCE 10,480 9,687
WALT DISNEY HOLDINGS CO 3,730 3,702
WARNER BROS. DISCOVERY, INC 765 307
WASTE MANAGEMENT INC 6,422 6,806
WELLTOWER INC. 745 812
WESTERN DIGITAL CORP 2,461 1,990
WILLIS TOWERS WATSON 536 724
WOLFSPEED INC 1,692 1,392
WORKDAY INC 2,277 2,761
XPENG INC 1,740 1,226
XYLEM INC 3,893 4,917
YETI HOLDINGS, INC. 1,396 1,502
YUM BRANDS INC 8,389 8,885
ZOETIS INC 7,850 9,079
ZSCALER INC 2,433 3,102

TY 2023 InvestmentsOtherSchedule2
Name:
The Sand Foundation
EIN:
81-3209913
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
GREENBACKER RENEWABLE ENERGY C   53,051 59,247
TRILINC GLOBAL IMPACT FUND CL   63,483 48,544

TY 2023 OtherExpensesSchedule
Name:
The Sand Foundation
EIN:
81-3209913
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 30,150     30,150
Bank Charges 134 134    
K-1 Exp GREENBACKER RENEWABLE 115 115    


TY 2023 OtherIncomeSchedule2
Name:
The Sand Foundation
EIN:
81-3209913
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 Inc/Loss GREENBACKER RENEWABLE ENERGY COMPANY 915 915  
K-1 Inc/Loss TRILINC GLOBAL IMPACT FUND CL 2,393 2,393  


TY 2023 OtherIncreasesSchedule
Name:
The Sand Foundation
EIN:
81-3209913
Description Amount
RETURNED GRANTS 3,800


TY 2023 OtherProfessionalFeesSchedule
Name:
The Sand Foundation
EIN:
81-3209913
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 57,190 57,190    
Philanthropic Consulting Srvcs 96,000     96,000


TY 2023 TaxesSchedule
Name:
The Sand Foundation
EIN:
81-3209913
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2023 4,200      
990-PF Extension for 2022 200      
Foreign Tax Paid 1 1