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
Catalyze Partners 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

86-1427131
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$7,246,059J 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) 250,360
2 Check right arrow.............
3 Interest on savings and temporary cash investments 12,684 12,684  
4 Dividends and interest from securities... 296,392 296,392  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -126,185
b Gross sales price for all assets on line 6a 4,838,226
7 Capital gain net income (from Part IV, line 2)... 50,701
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 433,251 359,777  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
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
30,998 30,998    
17 Interest............... 3,496 3,496    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,557 1,257    
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
28,389 4,197   24,192
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 66,440 39,948   24,192
25 Contributions, gifts, grants paid....... 310,000 310,000
26 Total expenses and disbursements. Add lines 24 and 25 376,440 39,948   334,192
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 56,811
b Net investment income (if negative, enter -0-) 319,829
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......... 584,082 38,369 38,369
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)....... 3,882,390 Click to see attachment
List of Attached Documents:
// Content
5,471,050 		5,735,341
c Investments—corporate bonds (attach schedule)....... 300,000 Click to see attachment
List of Attached Documents:
// Content
300,000 		301,380
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).......... 2,237,453 Click to see attachment
List of Attached Documents:
// Content
1,251,317 		1,170,969
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) 7,003,925 7,060,736 7,246,059
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 7,003,925 7,060,736
29 Total net assets or fund balances (see instructions)..... 7,003,925 7,060,736
30 Total liabilities and net assets/fund balances (see instructions). 7,003,925 7,060,736
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
7,003,925
2
Enter amount from Part I, line 27a .....................
2
56,811
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
7,060,736
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
7,060,736
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 AIP ALT LENDING FUND P 2021-11-23 2023-01-31
c BLACKSTONE REIT P 2021-11-30 2023-01-05
d BLACKSTONE REIT P 2021-11-30 2023-02-06
e BLACKSTONE REIT P 2021-11-30 2023-03-06
BLACKSTONE REIT P 2021-11-30 2023-04-10
BLACKSTONE REIT P 2021-11-30 2023-05-04
BLACKSTONE REIT P 2021-11-30 2023-06-06
BLACKSTONE REIT P 2021-11-30 2023-07-07
BLACKSTONE REIT P 2021-11-30 2023-08-03
BLACKSTONE REIT P 2021-11-30 2023-09-06
BLACKSTONE REIT P 2021-11-30 2023-10-04
BLACKSTONE REIT P 2021-11-30 2023-11-03
BLACKSTONE REIT P 2021-11-30 2023-12-05
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,370,666   3,309,017 61,649
b 696,503   749,208 -52,705
c 31,646   29,570 2,076
d 184,926   173,375 11,551
e 194,745   183,644 11,101
54,096   50,838 3,258
90,350   86,109 4,241
65,346   62,402 2,944
25,398   24,183 1,215
44,458   42,086 2,372
36,284   34,053 2,231
14,200   13,254 946
19,566   19,434 132
10,042   10,352 -310
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       61,649
b       -52,705
c       2,076
d       11,551
e       11,101
      3,258
      4,241
      2,944
      1,215
      2,372
      2,231
      946
      132
      -310
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 50,701
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 4,446
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 4,446
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 4,446
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,371
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,300
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,671
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 10 225
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow225 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 arrowDE
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 arrow55 WALLS DRIVE FL 3FairfieldCT ZIP+4right arrow06824
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Justin Segall Treas, Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Marcia Segall Dir, Pres, Sec
1.0 		0 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
 
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
5,381,744
b
Average of monthly cash balances.......................
1b
435,192
c
Fair market value of all other assets (see instructions)................
1c
1,229,767
d
Total (add lines 1a, b, and c).........................
1d
7,046,703
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
7,046,703
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
105,701
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,941,002
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
347,050
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
347,050
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
4,446
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,446
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
342,604
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
342,604
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
342,604
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
334,192
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
334,192
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 7 342,604
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 327,779
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$ 334,192
a Applied to 2022, but not more than line 2a 327,779
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..... 6,413
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 .......... 		336,191
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).)
Justin Segall
Marcia Segall
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

BEAR CREEK HOME & SCHOOL ASSOCIATION INC

2500 TABLE MESA DR
BOULDER,CO80305 		N/A PC General & Unrestricted 10,000

BOULDER JEWISH COMMUNITY CENTER

6007 OREG AVE
BOULDER,CO80303 		N/A PC Lot 2 Capital Campaign 185,000

CONGREGATION BONAI SHALOM

1527 CHERRYVALE RD
BOULDER,CO80303 		N/A PC General & Unrestricted 100,000

JEWISHCOLORADO

300 S DAHLIA ST STE 300
DENVER,CO80246 		N/A PC Israel Emergency Fund 10,000

RAINBOW SOCKS INC

4597 TALLY HO COURT
BOULDER,CO80301 		N/A PC General & Unrestricted 5,000
Total .................................right arrow 3a 310,000
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 12,684  
4 Dividends and interest from securities ....     14 296,392  
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 -126,185  
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) ..   182,891  
13Total. Add line 12, columns (b), (d), and (e)..................
13
182,891
(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
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
Catalyze Partners Foundation
 
Employer identification number

86-1427131
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
Catalyze Partners Foundation
  		Employer identification number
86-1427131
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
Marcia Segall
1275 Wildwood Road
 
Boulder, CO80305

$ 250,360


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
Catalyze Partners Foundation
  		Employer identification number

86-1427131
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 WESTLAKE CHEMICAL CORP WLK, 20 sh. $ 2,653 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 VMWARE INC VMW, 4 sh. $ 625 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 VULCAN MATERIALS CO VMC, 5 sh. $ 1,119 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 UNITED RENTALS INC URI, 15 sh. $ 7,291 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 QUANTA SVCS INC PWR, 10 sh. $ 2,015 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ROYAL CARRIBEAN CRUISE RCL, 25 sh. $ 2,566 2023-08-14
Schedule B (Form 990) (2023)
Name of organization
Catalyze Partners Foundation
  		Employer identification number

86-1427131
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 BANCO BILBAO ARG SA BBVA, 321 sh. $ 2,524 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 AMERIPRISE FINANCIAL INC AMP, 10 sh. $ 3,438 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 AUTONATION INC AN, 5 sh. $ 798 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ARISTA NETWORKS ANET, 20 sh. $ 3,527 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 APOLLO GLOBAL MANAGEMENT, INC APO, 16 sh. $ 1,299 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ASML HOLDING NV NY REG SHS ASML, 16 sh. $ 10,524 2023-08-14
Schedule B (Form 990) (2023)
Name of organization
Catalyze Partners Foundation
  		Employer identification number

86-1427131
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 BROADCOM INC AVGO, 30 sh. $ 25,223 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ARCH CAPITAL GROUP LTD ACGL, 35 sh. $ 2,688 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 AERCAP HOLDING N.V AER, 5 sh. $ 312 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 AFLAC INC AFL, 15 sh. $ 1,147 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 GALLAGHER ARTHUR J & CO AJG, 5 sh. $ 1,125 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ALBEMARLE CP ALB, 10 sh. $ 1,840 2023-08-14
Schedule B (Form 990) (2023)
Name of organization
Catalyze Partners Foundation
  		Employer identification number

86-1427131
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 APPLIED MATERIALS INC AMAT, 80 sh. $ 11,184 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ING GROUP N V SPONSORED ADR ING, 92 sh. $ 1,310 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 INGERSOLL-RAND INC IR, 5 sh. $ 340 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 GARTNER INC IT, 15 sh. $ 5,094 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 JABIL CIRCUIT INC JBL, 25 sh. $ 2,654 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 KLA TENCOR CORP KLAC, 20 sh. $ 9,659 2023-08-14
Schedule B (Form 990) (2023)
Name of organization
Catalyze Partners Foundation
  		Employer identification number

86-1427131
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 LINCOLN ELECTRIC HOLDING INC LECO, 5 sh. $ 945 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 GENERAL ELECTRIC CO GE, 76 sh. $ 8,742 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 GXO Logistics GXO, 5 sh. $ 314 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 HCA INC HCA, 20 sh. $ 5,385 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 HERMES INTL 10 ADR HESAY, 15 sh. $ 3,146 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 HOWMET AEROSPACE ORD SHS HWM, 50 sh. $ 2,470 2023-08-14
Schedule B (Form 990) (2023)
Name of organization
Catalyze Partners Foundation
  		Employer identification number

86-1427131
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 INFINEON TECH ADS IFNNY, 68 sh. $ 2,472 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 DISCOVER FINL SVCS COM DFS, 25 sh. $ 2,571 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 D R HORTON DHI, 5 sh. $ 614 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 DICK'S SPORTING GDS DKS, 5 sh. $ 719 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 EATON CORP PLC ETN, 35 sh. $ 7,655 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 FORD MOTOR COMPANY F, 85 sh. $ 1,031 2023-08-14
Schedule B (Form 990) (2023)
Name of organization
Catalyze Partners Foundation
  		Employer identification number

86-1427131
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 FORTINET INC FTNT, 25 sh. $ 1,491 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 COMPAGNIE DE SAINT G CODYY, 322 sh. $ 4,276 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 COPART INC CPRT, 10 sh. $ 881 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CRH PLC - AMERICAN DEPOSITARY SHARES CRH, 44 sh. $ 2,547 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CINTAS CRP CTAS, 5 sh. $ 2,455 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 DEERE CO DE, 10 sh. $ 4,363 2023-08-14
Schedule B (Form 990) (2023)
Name of organization
Catalyze Partners Foundation
  		Employer identification number

86-1427131
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 DELL TECHNOLOGIES INC CLASS C DELL, 10 sh. $ 566 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 BOOKING HOLDINGS INC BKNG, 1 sh. $ 3,209 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CARRIER GLOBAL CARR, 60 sh. $ 3,340 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CATERPILLAR INC CAT, 15 sh. $ 4,252 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CADENCE DESIGN SYSTEMS INC CDNS, 15 sh. $ 3,392 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 COMPAGNIE FINANCIERE RICHEMONT SA CFRUY, 252 sh. $ 3,691 2023-08-14
Schedule B (Form 990) (2023)
Name of organization
Catalyze Partners Foundation
  		Employer identification number

86-1427131
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CHIPOTLE MEX GRILL CMG, 1 sh. $ 1,854 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PENSKE AUTOMOTIVE GROUP, INC PAG, 15 sh. $ 2,602 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PARKER HANNIFIN CP PH, 10 sh. $ 4,149 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PULTE GROUP INC PHM, 35 sh. $ 2,910 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PUBLICIS GROUPE S.A PUBGY, 157 sh. $ 3,115 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 BRIGHTHOUSE FINANCIAL INC BHF, 5 sh. $ 247 2023-08-14
Schedule B (Form 990) (2023)
Name of organization
Catalyze Partners Foundation
  		Employer identification number

86-1427131
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 BILL COM HOLDINGS BILL, 5 sh. $ 521 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 Mercedes-Benz Group MBGYY, 62 sh. $ 1,158 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MEDIOBANCA SPA MDIBY, 227 sh. $ 2,917 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 NOVO NORDISK A S NVO, 87 sh. $ 15,741 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 NEXSTAR MEDIA GROUP, INC NXST, 10 sh. $ 1,615 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ON SEMICONDUCTOR ON, 30 sh. $ 2,861 2023-08-14
Schedule B (Form 990) (2023)
Name of organization
Catalyze Partners Foundation
  		Employer identification number

86-1427131
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 O'REILLY AUTOMOTIVE INC ORLY, 3 sh. $ 2,841 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 LENNAR CORP LEN, 20 sh. $ 2,461 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ELI LILLY & CO LLY, 30 sh. $ 16,073 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 LAM RESEARCH CORP LRCX, 10 sh. $ 6,571 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MACY'S INC M, 80 sh. $ 1,245 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MARRIOTT INTERNATIONAL INC. CL A MAR, 5 sh. $ 1,036 2023-08-14
Schedule B (Form 990) (2023)
Name of organization
Catalyze Partners Foundation
  		Employer identification number

86-1427131
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MATTELL INC MAT, 20 sh. $ 430 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 STELLANTIS ORD SHS STLA, 50 sh. $ 918 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 STMICROELECTRONICS STM, 34 sh. $ 1,609 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 TOLL BROTHERS INC TOL, 40 sh. $ 3,194 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 TAPESTRY INC TPR, 40 sh. $ 1,419 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 TEMPUR PEDIC INTERNATIONAL INC TPX, 20 sh. $ 900 2023-08-14
Schedule B (Form 990) (2023)
Name of organization
Catalyze Partners Foundation
  		Employer identification number

86-1427131
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 UNUM CORP UNM, 10 sh. $ 492 2023-08-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
Catalyze Partners Foundation
  		Employer identification number

86-1427131
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


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TY 2023 DepreciationSchedule
Name:
Catalyze Partners Foundation
EIN:
86-1427131
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 InvestmentsCorpBondsSchedule
Name:
Catalyze Partners Foundation
EIN:
86-1427131
Name of Bond End of Year Book Value End of Year Fair Market Value
BANK NOVA SCOTIA - 0.000% - 04 300,000 301,380

TY 2023 InvestmentsCorpStockSchedule
Name:
Catalyze Partners Foundation
EIN:
86-1427131
Name of Stock End of Year Book Value End of Year Fair Market Value
UNDEFINED 1,369 2,566
A P MOLLAR MAERSK A 1,351 749
ABB LTD 10,619 14,398
ABBOTT LABS 34,041 31,461
ABBVIE INC 9,940 11,412
ABN AMRO 98 90
ACCENTURE PLC 23,241 22,458
ACCOR SA 294 419
ACS ACTIVIDADES CO UNSP ADR 514 1,011
ADECCO S.A. UNSP/ADR 527 741
ADIDAS AG 4,094 4,090
ADOBE SYSTEMS, INC 28,215 28,412
ADVANTEST CORP - ADR 477 945
ADYEN N.V. 1,333 799
AEGON N V ORD AMER REG 420 467
AENA SME S.A. ADR 674 803
AEON CO LTD ADR OTC 401 454
AERCAP HOLDING N.V 786 1,263
AGEAS SPONS ADR 666 650
AIA GROUP LTD ADR 14,147 11,268
AIR PRODS & CHEM INC 13,581 13,568
AIRBUS GROUP 8,315 10,645
AJINOMOTO INC UNSPONS ADR 941 1,151
AKZO NOBEL NV-ADR 658 721
ALCON INC 1,001 1,016
ALEXANDRIA REAL ESTATE EQUITIE 2,551 1,648
ALFA LAVAL AB 588 680
ALLIANZ SE 2,985 3,363
ALPHABET INC CL C 41,001 39,460
ALPS/SMITH SHORT DURATION BOND 459,210 463,150
ALSTOM 557 375
AMADEUS IT HLDS SA 7,962 9,587
AMAZON COM 47,406 50,444
AMERICA MOVIL SA 2,243 2,315
AMERICAN EXPRESS CO 8,390 9,502
AMGEN INC 2,641 3,456
ANALOG DEVICES INC 10,977 12,875
ANHEUSER BUSCH COS INC 5,835 6,417
ANZ GROUP HOLDINGS LIMITED ADS 2,947 2,874
AON PLC CL A 20,052 19,498
APPLE INC 1,423 1,669
ARGENX SE 507 380
ARKEMA S/ADR 1,155 1,138
ASAHI KAISAI CP ADR 753 566
ASHTEAD GROUP PLC 1,375 1,421
ASML HOLDING NV NY REG SHS 22,479 23,839
ASSA ABLOY UNSP/ADR 3,153 3,178
ASSICURAZIONI GENERALI 1,206 1,385
ASSOCIATED BRITISH FOODS PLC 405 454
ASTELLAS PHARMA INC 1,138 821
ASTRAZENECA 16,393 19,329
ASXFY 717 514
ATLAS COPCO AB A SHS ADR 1,119 1,274
ATLAS COPCO AB B SHS ADR 566 657
AUTODESK, INC 12,068 11,200
AUTOMATIC DATA PROCESSING INC 15,815 16,541
AVALONBAY CMNTYS INC 3,337 2,621
AVIVA PLC 716 791
AXA ADS 1,856 2,026
B&M EUROPEAN VALUE RETAIL SA A 2,315 2,016
BAE SYSTEMS PLC 1,082 1,735
BANCO BILBAO ARG SA 1,404 2,013
BANCO SANTANDER CEN 1,661 1,987
BANDAI NAMCO HOLDINGS INC 532 449
BANK OF AMERICA CORP 15,066 11,953
BARCLAYS PLC ADR 1,096 1,103
BARRATT DEVEL 85 72
BAXTER INTERNATIONAL INC 2,710 2,188
BAYER A G SPONSORED ADR 2,141 1,486
BAYERISCHE MOTOREN WERKE AG AD 1,400 1,489
BECTON DICKINSON & CO 5,043 4,877
BEIGENE LTD 4,013 2,171
BEST BUY INC 4,544 3,679
BLACKROCK INC 13,095 12,976
BNP PARIBAS SPONS ADR 1,829 1,911
BOC HK HLDGS LTD S/ADR 723 597
BOLIDEN AB 2,065 1,752
BRAMBLES LTD UNSP AD 1,357 1,713
BRENNTAG AG UNSP ADR 638 678
BRIDGESTONE CORP UNSP ADR 413 390
BRISTOL-MYERS SQUIBB CO 14,467 11,853
BRITISH AMERICAN TOBACCO PLC 10,601 8,289
BRITISH LAND CO S/ADR 454 321
BUNZL PLC SPONSORED ADR 847 942
BURBERRY GROUP PLC 307 292
CALRSBERG AS SP ADR REP B 7,683 6,106
CANADIAN NATL RAILWAY CO 2,447 2,788
CANON INC 1,010 1,101
CAP GEMINI SA UNSP/ADR 6,268 6,863
CAPITAL ONE FINANCIAL CORP 1,817 1,874
CARREFOUR S.A 478 466
CELLNEX TELECOM ADR 656 511
CENCORA INC 3,296 5,135
CENTRAL JAPAN RY CO ADR 1,086 1,013
CHARLES SCHWAB CORP 12,116 11,558
CHECK POINT SOFTWARE TECHNOLOG 372 458
CHR HANSEN HOLDINGS 301 377
CHUBB LIMITED 6,906 8,136
CHUGAI PHARMACEUTICAL CO., LTD 416 471
CIGNA CORPORATION 6,309 7,466
CME GROUP, INC 8,560 8,454
CMS ENERGY CP 4,040 3,775
CNH INDUSTRIAL NV 781 646
COCA COLA EUROPEAN PARTNERS PL 473 534
COCA COLA HBC AG 89 118
COCHLEAR ORD PLC 911 1,115
COLOPLAST AS ADR 233 231
COMCAST CORP 14,496 13,374
COMMONWEALTH BK AUS-SP ADR 4,366 4,800
COMPAGNIE DE SAINT G 1,253 1,431
COMPAGNIE FINANCIERE RICHEMONT 4,031 3,829
COMPASS GROUP PLC ADR 1,098 1,391
COMPUTERSHARE LTD ADR 1,100 1,060
CONTL AG SPONS ADR 140 177
CORNING INC 4,725 4,202
COVESTRO AG 436 555
CRH PLC - AMERICAN DEPOSITARY 1,252 1,729
CRODA INTL 290 233
CSL LTD 15,142 13,895
CVS CAREMARK CORP 6,082 5,134
CYBERARK SOFTWARE LTD 315 438
DAI NIPPON PRINTING LTD JAPANS 765 915
DAIICHI SANKYO CO LTD SPONSORE 5,595 5,607
DAIKIN INDS LTD ADR 7,187 5,837
DAIMLER TRUCK HLDG 506 767
DAITO TRUST CONST SPON ADR 554 555
DAIWA HOUSE IND LTD 1,612 1,719
DANSKE BANK A S SPON 189 280
DASSAULT SYS SA SPN ADR 3,345 3,824
DBS GROUP HLDGS SPON ADR 6,218 6,683
DEERE CO 6,359 6,893
DELIVERY HERO 285 110
DENSO CORP ADR 478 448
DENTSU INC 525 435
DEUTSCHE BANK AG 1,035 1,125
DEUTSCHE BOERSE ADR 1,192 1,438
DEUTSCHE POST AG 1,571 1,536
DEUTSCHE TELE AG ADS 1,883 2,365
DIAGEO PLC ADS 3,290 2,331
DISCO CORPORATION 352 1,038
DNB BANK ASA 6,549 6,469
DOMINION ENERGY INC 6,008 4,220
DOVER CORP 11,065 10,201
DSV UNSP ADR EACH REPR 0.5 ORD 5,429 4,479
E.ON AG SPON ADR REP 1/3 ORD N 896 1,089
EAST JAPAN RAILWAY C 861 832
EATON CORP PLC 5,866 8,670
EDP-ELECTRICIDADE DE PORTUGAL 2,096 2,069
EISAI CO. CMN 423 298
ELBIT SYSTEMS LTD 210 213
ELI LILLY & CO 1,577 3,620
ENEL SOCIETA PER AZI 2,017 2,226
ENGIE 5,652 6,559
ENTAIN PLC 446 265
EPIROC AB 7,828 7,304
ERICSSON L M TEL CO 676 403
ERSTE BK DER OEST SP 849 1,022
ESSILOR INTL ADR 10,457 10,853
EVOLUTION GAMING GROUP AB ADR 796 716
EXPERIAN GROUP LTD S/ADR 1,182 1,222
FANUC LIMITED UNSPONSORED 941 688
FAST RETAILING CO LT 1,354 1,576
FERRARI NV 499 677
FLUTTER ENTMT PLC ADR 884 1,066
FORTESCUE METALS G ADR EA REPR 1,778 2,551
FRESENIUS MED CAR AG 413 271
FRESENIUS SE S ADR 517 394
FUJIFILM HOLDINGS ADR NPV 1,204 1,075
FUJITSU LTD ADR OTC 5,555 5,345
FUTU HOLDING ADR 152 164
GALAXY ENTMT GROUP UNSPONSORED 514 421
GALLAGHER ARTHUR J & CO 3,759 5,323
GEBERIT AG ADR 640 578
GEN DYNAMICS CP 8,183 10,231
GENMAB A/S SPON 7,838 6,941
GETINGE AB UNSP ADR 421 222
GIVAUDAN SA UNSP/ADR 8,773 7,726
GLOBANT SA 4,596 6,322
GRAB HOLDINGS 249 303
GRIFOLS SA REP 1/2 CL B 202 347
GROUPE DANONE ADS 4,335 4,662
GSK PLC 2,676 2,261
GUGGENHEIM LIMITED DURATION FU 461,761 467,039
GUGGENHEIM TOTAL RETURN BOND F 343,602 349,151
HALEON PLC 410 428
HANG LUNG PROPERTIES-SP ADR 367 244
HANG SENG BANK LTD S/ADR 781 620
HARTFORD FINANCIALSERVICES GRO 4,097 4,707
HDFC BANK LTD ADR 6,937 6,778
HEIDELBERGCEMENT AG UNSPONSORE 501 713
HEINEKEN HLDG N V 352 340
HEINEKEN N V S ADR 686 663
HENDERSON LAND DEV COMP LTD AD 984 695
HENKEL KGAA ADR 498 505
HENNES & MAURITZ AB 429 401
HERMES INTL 10 ADR 7,987 9,557
HEXAGON 1,026 926
HITACHI LTD 5,425 6,408
HOLCIM LTD SPON ADS 944 1,533
HOME DEPOT INC 8,392 8,439
HONDA MOTOR CO LTD 1,672 1,762
HONG KONG EX&CL UNSP/ADR 1,101 685
HOYA CORP SPONS ADR 1,706 1,494
HSBC HOLDINGS PLC 4,227 4,459
HUSQUARVA AB 322 348
IBERDROLA ADR 5,087 6,043
ICON PLC - AMERICAN DEPOSITARY 23,715 24,910
IMPERIAL BRANDS PL 4,698 4,615
INDUSTRIA DE DISENO 5,057 8,909
INFINEON TECH ADS 1,279 1,590
INFORMA PLC SPONSORED ADR 328 461
ING GROUP N V SPONSORED ADR 985 1,127
INSURANCE AUSRLA UNSP/ADR 600 720
INTERCONTINENTAL HOTELS GROUP 667 912
INTERNATIONAL BUSINESS MACHINE 4,302 5,561
INTERTEK GROUP UNSP ADR 300 328
INTESA SANPAOLO SPA 1,313 1,456
ISHARES CORE MSCI EMERGING MAR 53,654 54,222
ISHARES TR S & P MIDCAP 400 IN 126,063 137,466
ISHARES TRUST MSCI EAFE INDEX 383,359 429,118
ISRAEL CHEMICALS LTD 2,249 1,608
ISUZU MOTORS UNSP/ADR 181 185
ITOCHU CORP ADR OTC 4,703 4,803
J SAINSBURY 397 445
JAMES HARDIE IND ADR 864 1,237
JAPAN EXCHANGE GROUP INC 591 610
JAPAN TOB INC 1,249 1,583
JERONIMO MARTINS 257 304
JOHNSON & JOHNSON 11,618 11,179
JOHNSON MATTHEY PLC 388 308
JP MORGAN CORE BOND FUND 682,320 689,773
JULIUS BAER GROUP LTD 789 692
KAO CORP 490 384
KBC GROUP SA UNSP ADR 480 390
KDDI CP UNSP ADR 1,531 1,591
KENVUE INC 3,944 3,768
KERING UNSPON ADR EA REPR 0.1 10,829 7,521
KEYENCE CORPORATION,FIRST SECT 9,979 7,214
KINGFISHER PLC 157 133
KIRIN BREWERY LTD 437 394
KOMATSU LTD 1,167 1,220
KON KPN NV SPON ADR REP 1 ORD 3,952 4,046
KONE OYJ ADR B SHS 543 424
KONINKLIJKE AHOLD DELHAIZE NV 812 718
KONINKLIJKE PHILIPS ELECTRONIC 634 583
KOSE CORPORATION UNSP ADR 190 149
KUBOTA CORPORATION 977 674
KUENE & NAGEL INTL AG ADR 55 69
KYOCERA CORP ADR 717 702
L'AIR LIQUIDE ADR OTC 7,445 9,114
L'OREAL ADR 21,471 29,028
LASERTEC ADR 795 890
LEGAL & GENERAL GROUP 609 507
LEGRAND INC 970 956
LIXIL GROUP CORPORATION 530 423
LLOYDS BANKING GROUP PLC 1,679 1,675
LOGITECH INTERNATIONAL 669 856
LONDON STK EXCHANGE GROUP 10,254 13,399
LONZA GROUP AG UNSP/ADR 6,786 4,797
LOWES COMPANIES INC 5,045 5,204
LVMH MOET HENN UNSP 28,689 28,432
M3 INC 289 148
MAKITA CORP 272 275
MARSH AND MCLENNAN COMPANIES I 2,258 2,653
MARUBENI CORP ADR CNV INTO 10 4,535 3,835
MASTERCARD INC 18,932 23,458
MAZDA MOTOR CORP 50 69
MCDONALD'S CORP 7,927 9,232
MEDTRONIC PLC 9,233 7,515
MERCADOLIBRE, INC 7,036 9,429
MERCEDES-BENZ GROUP 2,410 1,896
MERCK & CO INC 2,338 3,162
MERCK KGAA SPON ADR EACH REPR 1,042 766
METLIFE INC 5,954 6,154
MICHELIN CIE GEN UNSP/ADR 603 521
MICROCHIP TECHNOLOGY INC 1,722 1,660
MICROSOFT CORP 39,854 50,013
MINEBEA CO LTD ADR 347 382
MITSUBISHI ELEC UNSP/ADR 1,225 1,352
MITSUBISHI ESTATE CO ADR 818 780
MITSUBISHI UFJ FINANCIAL GROUP 2,293 3,039
MITSUI FUDOSAN CO 991 1,170
MIZUHO FINANCIAL GRO 1,157 1,428
MONDELEZ INTERNATIONAL INC 5,492 5,931
MONOTARO CO., LTD 228 140
MORGAN STANLEY 13,372 12,962
MOWI ASA SPONSORED ADR 987 894
MS&AD INS GROUP ADR 1,090 1,350
MSCI INC 10,220 11,388
MTU AERO ENGINES 3,763 4,005
MUENCHENER RUECKVERS 1,857 2,397
MURATA MFG INC UNSP/ADR 1,033 908
NATIONAL AUSTRALIA BK LTD 3,499 3,605
NATIONAL GRID TRANSCO PLC 1,406 1,496
NATWEST GROUP ADR REPRESENTING 971 816
NESTLE S.A 28,914 25,715
NETEASE.COM INC COM STK 2,387 2,050
NEWMONT GOLDCORP CORPORATION 38 41
NEXON COMPANY 363 308
NEXTERA ENERGY, INC 10,487 7,653
NICE SYSTEMS LTD 2,382 2,116
NIDEC CORPORATION ADR 5,987 2,290
NINTENDO CO LTD ADR UNSPON 1,584 1,819
NIPPON TELEGRAPH & TELEPHONE C 6,351 6,520
NIPPON YUSEN KABUSHIKI KAISHA 675 840
NISSAN MOTOR LTD ASR 706 595
NITTO DENKO ADR 941 931
NN GROUP N.V. 739 533
NOKIA 3,710 2,329
NOMURA HOLDINGS ADR 695 785
NOMURA RESEARCH INST LTD 4,012 4,243
NORDEA BANK ABP 906 991
NORFOLK SOUTHERN CORP 13,934 13,165
NORSK HYDRO ASA 2,269 2,305
NORTHROP GRUMMAN CORP 7,550 8,362
NOTORI HOLDINGS 4,466 3,607
NOVARTIS AG ADR 4,495 5,654
NOVO NORDISK A S 26,055 39,725
NOVOZYMES A/S UNSP/ADR 685 604
NXP SEMICONDUCTORS 8,181 10,849
OJI HOLDINGS CORP 376 342
OLYMPUS CORP S/ADR 967 803
OMRON CORP S/ADR 839 511
ONO PHARMACEUTICAL ADR 595 469
ORANGE 440 446
ORIX CORP ADS 1,586 1,494
ORKLA ASA SPON ADR 740 801
ORSTED A S 917 645
OTSUKA HOLDINGS CO 885 913
PAN PAC INTL HLDGS UNSPONSORED 233 309
PANASONIC CORP 1,119 1,023
PARKER HANNIFIN CP 4,416 6,450
PEARSON PLC 289 369
PEPSICO INC 5,585 5,605
PERNOD RICARD S A SPONSORED AD 1,347 1,094
PERSIMMON PLC ADR 183 214
PFIZER INC 5,564 3,138
PHILIP MORRIS INTL 11,959 11,478
PIMCO INCOME FUND P CLASS 350,204 354,589
PNC FINANCIAL GROUP INC 10,486 8,977
PORSCHE AUTOMOBILE HOLDING SE 340 187
PPG INDUSTRIES INC 10,827 10,957
PROCTER GAMBLE CO 9,226 8,706
PROGRESSIVE CORP OHIO 3,297 4,778
PROLOGIS 6,098 5,465
PROSUS NV ADR 1,779 1,374
PRUDENTIAL PLC SC 1,303 1,033
PRYSMIAN SPA MILANO 421 570
PUBLIC SVC ENTERPRISE GROUP IN 4,285 4,158
PUBLICIS GROUPE S.A 600 997
QBE INSURANCE GP UNSP/ADR 1,100 1,291
QIAGEN NV 225 217
RANDSTAD HOLDING 349 377
RAYTHEON TECHNOLOGIES CORP 9,724 9,087
RECKITT BENCKISER GROUP 6,367 5,290
RECRUIT HOLDINGS CO 8,597 6,580
RELX PLC 4,726 6,385
REMY COINTREAU 247 254
RENAULT SA 529 616
RENESAS ELECTRONICS CORP 866 1,216
RENTOKIL INITIAL PLC SPON ADR 683 515
REPUBLIC SVCS INC 4,302 5,453
RIO TINTO PLC SPONSORED ADR 4,805 5,287
ROCHE HOLDING LTD ADR 6,902 5,217
ROHM CO LTD UNSP ADR 367 369
ROLLS ROYCE GRP PLC S/ADR 642 1,399
SAFRAN SA - UNSPON ADR 10,706 15,446
SAGE GROUP PLC UNS/ADR 468 660
SALMAR ASA 334 448
SAMPO PLC UNSPONSORED ADR 908 830
SANDOZ GROUP AG 220 320
SANDS CHINA LTD UNSP ADR 521 527
SANDVIK AB SPONS ADR 751 715
SANOFI-AVENTIS SPONSORED ADR 3,315 3,332
SAP AKTIENGESELL ADS 40,827 48,033
SCHNEIDER ELEC UNSP/ADR 2,589 3,500
SEA LTD 743 527
SEAGATE TECHNOLOGY HOLDINGS PL 4,629 4,439
SECOM CO LTD ADR OTC 520 537
SEEK LTD 563 651
SEIKO EPSON CORP ADR 637 571
SEKISUI HOUSE LTD 704 754
SERVICE NOW 8,014 15,126
SEVEN & I HOLDINGS C 1,179 1,052
SEVERN TRENT PLC 238 231
SGS SA UNSP ADR 649 600
SHIMANO INC UNSP ADR EACH REPR 749 586
SHIN-ETSU CHEMICAL C 7,906 10,847
SHIONOGI & CO LTD 612 455
SHISEIDO CO LTD 448 240
SHOPIFY INC 1,066 2,745
SIEMENS AG 3,633 4,116
SIEMENS HEALTHINEERS AG 26,138 21,440
SIKA AG BEARER SHS 8,114 9,561
SINGAPORE AIRLINES 211 207
SINGAPORE TELE ADR 1,611 1,663
SKF AB ADR 46 60
SMC CORP 8,224 6,745
SMC CORPORATION 1,547 1,442
SMITH & NEPHEW PLC ADR 133 109
SMITHS GROUP ORD 37.5P 469 518
SMURFIT KAPPA 328 352
SNAM SPA ADR 1,490 1,452
SOCIETE GENERLE FRNCE ADR 645 532
SODEXHO ALLIANCE SA SP ADR 513 626
SOFTBANK ADR 1,357 1,407
SOFTBANK CP UNSP ADR 1,909 1,629
SONIC HEALTHCARE LTD SHS 1,453 1,240
SONOVA HOLDING AG AD 997 980
SONY GROUP CORP 4,416 3,693
SPARK NEW ZEALAND SPON ADR 379 409
SPDR BARCLAYS CAPITAL 1-3 MONT 45,186 45,145
SPDR S&P 500 ETF TRUST 662,349 768,101
SSE PLC SPON ADR 855 889
STANDARD CHARTERED 825 998
STARBUCKS CORP COM 3,983 4,100
STELLANTIS ORD SHS 1,164 1,539
STMICROELECTRONICS 8,091 8,422
STORA ENSO OYJ 350 264
STRAUMANN HLDG 7,585 6,136
SUBARU CORPORATION 45 45
SUMITOMO CHEMICAL CO 1,003 533
SUMITOMO METAL 2,378 1,825
SUMITOMO MITSUI FINCL GRP 1,617 2,091
SUMITOMO MITSUI TR HOLDINGS SP 690 713
SUN HUNG KAI PY LTD S/ADR 1,103 950
SUNTORY BEVERAGE & FOOD LTD AD 458 393
SVENSKA HANDELSBK UNS ADR 149 189
SWATCH GROUP AG 701 610
SWEDBANK AB S/ADR 426 483
SWIRE PAC LTD A S/ADR 280 395
SWISS RE LTD ADR 1,517 1,660
SWISSCOM AG S/ADR 603 602
SYMRISE AG UNSPONSORED 577 523
SYSCO CORP 6,577 6,123
SYSMEX CORP UNSP ASDR 182 194
TAIWAN SEMICONDUCTOR MFG CO LT 10,240 8,944
TAKEDA PHARMACEUTICAL COMPANY 1,459 1,413
TDK CORP 4,471 5,726
TECHTRONIC INDS SPD ADR 789 656
TELEFONICA S A ADR 879 803
TELENOR ASA 813 827
TELEPERFORMANCE SA 583 218
TELSTRA GROUP LTD 1,708 1,583
TEMENOS GROUP AG 369 280
TENCENT HOLDINGS LIMITED 6,237 3,968
TERNA RETE ELETTRICA 234 250
TERUMO CORP 3,526 2,869
TESCO PLC S ADR 1,213 1,149
TEVA PHARMACEUTICAL INDUSTRIES 444 543
TEXAS INSTRUMENTS INC 6,563 6,583
TFI INTERNATIONAL 5,278 6,808
THALES S.A. 866 1,063
THE COCA-COLA CO 6,364 6,423
THE HERSHEY COMPANY 4,595 4,186
THERMO FISHER SCIENTIFIC INC 14,433 14,331
TJX COMPANIES INC 6,433 8,764
TOKIO MARINE HOLDINGS INC 1,345 1,794
TOKYO ELECTRON LTD 7,214 8,072
TORAY INDUSTRIES INC 1,133 999
TOSHIBA CORP UNSP/ADR 563 502
TOTO LTD ADR OTC 325 314
TOWER SEMICONDCTOR LTD 84 92
TOYOTA INDUSTRIES CORPORATION 538 731
TOYOTA MTR CORP 4,064 5,318
TRAVELERS COMPANIES INC 2,428 2,672
TREASURY WINE ESTATES ADR 902 840
TREND MICRO INCORPORATED ADS 535 587
UBISOFT ENTERTAIN UNSP ADR EAC 53 46
UBS AG 2,054 3,461
UCB UNSP ADR 355 305
UMICORE SA 1,168 982
UNICHARM CORP - SPN ADR 3,274 2,803
UNICREDIT SPA 750 1,525
UNILEVER PLC AMER 3,138 2,860
UNION PACIFIC 2,520 2,572
UNITED OVRSEAS BK LTD ADR 7,448 7,098
UNITED PARCEL SERVICE 13,983 11,775
UNITED UTILITS ADR 433 439
UNITEDHEALTH GROUP INC 12,524 14,127
UOL GROUP 1,034 1,024
UPM KYMMENE CORP 477 490
US BANCORP 10,737 10,128
VALEO SA SPONS ADR 48 39
VENTAS INC 2,567 2,542
VEOLIA ENVIRONN ADS 1,221 1,294
VERIZON COMMUNICATIONS 5,090 3,695
VESTAS WIND SYS UNSP/ADR 1,101 1,269
VINCI SA ADR 2,053 2,523
VISA INC 18,437 22,650
VODAFONE GROUP PLC 1,055 635
VOLKSWAGEN AG 464 234
VOLKSWAGEN AG ADR 1,328 810
VOLVO AS-A ADR 1,521 1,894
VONOVIA SE 959 534
WAL-MART STORES INC 7,887 8,828
WELLS FARGO & CO 14,041 15,258
WESFARMERS LTD ADR 2,997 2,938
WEST JAPAN RAILWAY C 495 500
WH GROUP LIMITED SPON ADR EACH 708 813
WHITEBREAD PLC AMERICAN 565 766
WIX COM LTD 140 246
WOLTERS KLUWER S/ADR 921 1,140
WORKDAY INC 19,951 26,682
WORLDLINE 526 216
WPP PLC 917 666
XCEL ENERGY INC 6,078 5,634
XINYI GLASS HLDG ADR 580 428
YAMAHA CORP SPONS ADR 607 344
YARA INTERNATIONAL ASA 2,908 2,497
YASKAWA ELEC CORP 519 496
Z HOLDINGS CORP 425 267
ZALANDO SE 460 201
ZURICH INS GROU ADR 2,795 3,294

TY 2023 InvestmentsOtherSchedule2
Name:
Catalyze Partners Foundation
EIN:
86-1427131
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BLACKSTONE PRIVATE CREDIT FND   835,737 823,394
BLACKSTONE REIT   5,043 4,833
CO LONG TERM EQUITY FUND 1 LP   76,819 11,655
NORTH HAVEN PRIVATE INCOME FUN   251,980 254,223
PE PREMIER TPG RISE FUND III O   79,238 75,124
NORTH HAVEN PRIVATE EQUITY CO-   2,500 1,740

TY 2023 OtherExpensesSchedule
Name:
Catalyze Partners Foundation
EIN:
86-1427131
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 24,080     24,080
Bank Charges 32 32    
K-1 Exp CO LONG TERM EQUITY FU 4,165 4,165    
Postage/Delivery Service 87     87
State or Local Filing Fees 25     25


TY 2023 OtherProfessionalFeesSchedule
Name:
Catalyze Partners Foundation
EIN:
86-1427131
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 30,998 30,998    


TY 2023 TaxesSchedule
Name:
Catalyze Partners Foundation
EIN:
86-1427131
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2023 2,300      
Foreign Tax Paid 1,257 1,257