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
SOCIETY OF FAMILY PLANNING
 
% AMANDA DENNIS
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 18342
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DENVER, CO80218
A Employer identification number

30-0291539
B Telephone number (see instructions)

(866) 584-6758
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$24,502,157J 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) 18,284,980
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 409,443 409,443 409,443
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -188,698
b Gross sales price for all assets on line 6a 15,275,989
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 8,253
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... Click to see attachment
List of Attached Documents:
// Content
8,253 8,253
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
736,505   736,505
12 Total. Add lines 1 through 11........ 19,250,483 409,443 1,154,201
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 241,796     241,796
14 Other employee salaries and wages...... 1,720,856     1,720,856
15 Pension plans, employee benefits....... 288,753     288,753
16a Legal fees (attach schedule)......... 19,252     19,252
b Accounting fees (attach schedule)....... 34,320     34,320
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
301,176 17,568   283,608
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
163,754     163,754
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 384,106     384,106
21 Travel, conferences, and meetings....... 1,726,922   717,062 1,009,860
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,095,593     3,095,593
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 7,976,528 17,568 717,062 7,241,898
25 Contributions, gifts, grants paid....... 3,225,612 2,577,076
26 Total expenses and disbursements. Add lines 24 and 25 11,202,140 17,568 717,062 9,818,974
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 8,048,343
b Net investment income (if negative, enter -0-) 391,875
c Adjusted net income (if negative, enter -0-)... 437,139
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............. 751,321 301,959 301,959
2 Savings and temporary cash investments......... 611,642 4,552,443 4,552,443
3 Accounts receivable right arrow7,378,341
Less: allowance for doubtful accounts right arrow   0 7,378,341 7,378,341
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.......... 12,759 76,683 76,683
10a Investments—U.S. and state government obligations (attach schedule) 5,821,607 Click to see attachment
List of Attached Documents:
// Content
9,819,408 		9,819,408
b Investments—corporate stock (attach schedule)....... 0 Click to see attachment
List of Attached Documents:
// Content
904,053 		904,053
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment
List of Attached Documents:
// Content
61,132 		61,132
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).......... 0 Click to see attachment
List of Attached Documents:
// Content
1,408,138 		1,408,138
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) 7,197,329 24,502,157 24,502,157
Liabilities 17 Accounts payable and accrued expenses.......... 2,799,322 1,938,293
18 Grants payable.................    
19 Deferred revenue................. 156,117 174,583
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)......... 2,955,439 2,112,876
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........... 4,177,605 11,748,040
25 Net assets with donor restrictions............ 64,285 10,641,241
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    
29 Total net assets or fund balances (see instructions)..... 4,241,890 22,389,281
30 Total liabilities and net assets/fund balances (see instructions). 7,197,329 24,502,157
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
4,241,890
2
Enter amount from Part I, line 27a .....................
2
8,048,343
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
10,099,048
4
Add lines 1, 2, and 3 ..........................
4
22,389,281
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
22,389,281
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 D   2023-12-13
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 15,275,989   15,464,687 -188,698
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       -188,698
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 -188,698
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: 2022-09-08(attach copy of letter if necessary–see instructions) 1 N/A
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 0
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 0
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a  
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? Click to see attachment
List of Attached Documents:
// Content
....................
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 changesClick to see attachment
List of Attached Documents:
// Content
....
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.Click to see attachment
List of Attached Documents:
// Content
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 arrowCO, DC, FL, IL, ME, MA, NC, OH, PA, TN
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
Yes
 
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
Yes
 
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 Click to see attachment
List of Attached Documents:
// Content
.............
11
Yes
 
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 arrowWWW.SOCIETYFP.ORG
14
The books are in care ofright arrowAMANDA DENNIS Telephone no.right arrow (866) 584-6758

Located atright arrowPO BOX 18342DENVERCO ZIP+4right arrow80218
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
 
No
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
MEGAN KAVANAUGH PHD SECRETARY
1.0 		0 0 0
PO BOX 18342
DENVER,CO80218
ANGELA DEMPSEY MD MPH PRESIDENT
1.0 		0 0 0
PO BOX 18342
DENVER,CO80218
Anitra Beasley MD MPH TREASURER
1.0 		0 0 0
PO BOX 18342
DENVER,CO80218
NERYS BENFIELD MD MPH AT-LARGE MEMBER
1.0 		0 0 0
PO BOX 18342
DENVER,CO80218
SADIA HAIDER MD MPH AT-LARGE MEMBER
1.0 		0 0 0
PO BOX 18342
DENVER,CO80218
Blair Darney PhD MPH At-Large Member
1.0 		0 0 0
PO BOX 18342
DENVER,CO80218
Aileen Gariepy MD MPH MHS At-Large Member
1.0 		0 0 0
PO BOX 18342
DENVER,CO80218
Alisa Goldberg MD MPH At-Large Member
1.0 		0 0 0
PO BOX 18342
DENVER,CO80218
Kate Shaw MD MS At-Large Member
1.0 		0 0 0
PO BOX 18342
DENVER,CO80218
CRYSTAL TYLER PHD MPH AT-LARGE MEMBER
1.0 		0 0 0
PO BOX 18342
DENVER,CO80218
Amy Bryant MD MSCR At-Large Member
1.0 		0 0 0
PO BOX 18342
DENVER,CO80218
Catherine Cansino MD MPH At-Large Member
1.0 		0 0 0
PO BOX 18342
DENVER,CO80218
Amanda Dennis DrPH MBE EXECUTIVE DIRECTOR
40.0 		231,464 10,332 0
PO BOX 18342
DENVER,CO80218
BHAVIK KUMAR MD MPH AT-LARGE MEMBER
1.0 		0 0 0
PO BOX 18342
DENVER,CO80218
TERRI-ANN THOMPSON PHD AT-LARGE MEMBER
1.0 		0 0 0
PO BOX 18342
DENVER,CO80218
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
JENNIFER O'DONNELL SR DIR. OF RESEARCH
40.0 		158,674 9,559 0
PO BOX 18342
DENVER,CO80218
RHEA BEDDOE DIR. OF COMM EGGAGEM
40.0 		126,050 9,874 0
PO BOX 18342
DENVER,CO80218
MAGGIE BAKER DIR OF FIN AND ADMIN
40.0 		124,560 9,874 0
PO BOX 18342
DENVER,CO80218
MARGARET B VILLALONGA SENIOR CLINICAL AFFA
40.0 		105,536 9,362 0
PO BOX 18342
DENVER,CO80218
VANESSA ARENAS DIRECTOR OF WECOUNT
0 		102,931 9,438 0
PO BOX 18342
DENVER,CO80218
Total number of other employees paid over $50,000...................right arrow 12
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
CICATELLI ASSOCIATES INC RESEARCH COURSE 254,400
505 8TH AVE STE 1900
NEW YORK,NY10018
AGGREGATE GRAPHIC DESIGN 238,601
224 WEST GALER ST UNIT C
SEATTLE,WA98119
CAMINO PUBLIC RELATIONS SECURITY 75,180
10 E 23RD STREET STE 620
NEW YORK,NY10010
KRISTIN NOBEL EVALUATION 59,050
607 EMERYS BRIDGE ROAD
SOUTH BERWICK,ME03908
PERSONIFIED TECHNOLOGY CONSULTING LLC IT SUPPORT 51,857
1511 ROUTE 22 STE 110
BREWSTER,NY10509
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 GRANTS - SEE FORM 990PF - GENERAL EXPLANATION ATTACHMENT 4,221,468
2 RESEARCH - SEE FORM 990PF - GENERAL EXPLANATION ATTACHMENT 6,185,638
3 JOURNAL AND PUBLICATIONS - SEE FORM 990PF - GENERAL EXPLANATION ATTACHMENT 60,404
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
14,279,446
b
Average of monthly cash balances.......................
1b
3,327,995
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
17,607,441
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
17,607,441
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
264,112
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
17,343,329
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
867,166
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
 
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
 
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
 
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
 
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
 
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
 
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
9,818,974
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
9,818,974
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 0
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
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$ 9,818,974
a Applied to 2022, but not more than line 2a  
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.....  
e Remaining amount distributed out of corpus 9,818,974
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 9,818,974
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 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
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 ...... 		9,818,974
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.... 9,818,974
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
2022-09-08
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
437,139       437,139
b 85% (0.85) of line 2a ......... 371,568       371,568
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		9,818,974       9,818,974
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 .... 		9,818,974       9,818,974
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ...... 24,502,157       24,502,157
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		         0
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		578,111       578,111
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) .... 		        0
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		        0
(3) Largest amount of support
from an exempt organization		         0
(4) Gross investment income         0
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

Regents of the University of California San Franc

1855 Folsom Street
Suite 425
San Francisco,CA94143 		N/A PC CHANGEMAKERS 491,997

University of Colorado Denver

PO Box 910238
Denver,CO80291 		N/A PC RESEARCH GRANTS 382,396

The Ohio State University

1960 Kenny Road
Columbus,OH43210 		N/A PC CHANGEMAKERS 341,995

Duke University

PO Box 602651
Charlotte,NC28260 		N/A PC WECOUNT GRANTS 267,360

IfWhenHow

1714 Franklin Street
100-393
Oakland,CA94612 		N/A PC RESEARCH GRANTS 153,976

University of Washington

12455 Collections Drive
Chicago,IL60693 		N/A PC CHANGEMAKERS 133,692

National Asian Pacific American Women's Forum

PO Box 13255
Chicago,IL60613 		N/A PC RESEARCH GRANTS 121,204

University of Maryland

4101 Chesapeake Building
4300
College Park,MD20742 		N/A PC RESEARCH GRANTS 100,730

Ibis Reproductive Health Inc

2067 Massachusetts Avenue
Suite 320
Cambridge,MA02140 		N/A PC RESEARCH GRANTS 78,458

University of Tennessee

210 Student Services Bldg
Knoxville,TN37996 		N/A PC Self-managed abortion 45,000

Trustees of Indiana University

400 East 7th Street Rm 501
Bloomington,IN47405 		N/A PC CHANGEMAKERS 39,025

University of Chicago

6054 S Drexel Ave
Suite 300
Chicago,IL60637 		N/A PC Contraceptive side effects 32,467

University of North Carolina at Chapel Hill

104 Airport Drive
Suite 2200
Chapel Hill,NC27599 		N/A PC Leveraging existing resources 7,500

Planned Parenthood League of Massachusetts

1055 Commonwealth Avenue
Boston,MA02215 		N/A PC Emerging Scholars 7,500

Oregon Health & Science University

3181 SW Sam Jackson Park Road
Portland,OR97239 		N/A PC Emerging Scholars 7,370

Indigenous Women Rising

PO Box 7475
Alburquerque,NM87194 		N/A PC Leveraging existing resources 9,924

Board of Regents of the University of Wisconsin Sy

Drawer 538
Milwaukee,WI53278 		N/A PC Emerging Scholars 7,500

Brigham and Women's Hospital

263 Huntington Avenue
Boston,MA02115 		N/A PC Emerging Scholars 7,500

Icahn School of Medicine at Mount Sinai

One Gustave L Levy Place
318
New York,NY10029 		N/A PC WECOUNT GRANTS 7,500

Johns Hopkins University

600 N Wolfe Street
Box 3500
Baltimore,MD21205 		N/A PC RESEARCH GRANTS 7,500

New York University

PO Box 5166
New York,NY10087 		N/A PC Emerging Scholars 7,500

Planned Parenthood North Central States

671 North Vandalia Street
St Paul,MN55114 		N/A PC Uta Landy Fund research 7,500

Regents of the University of Michigan

G395 Wolverine Tower Low Rise
Ann Arbor,MI48105 		N/A PC Emerging Scholars 7,500

Trustees of Columbia University

PO Box 29789
New York,NY10087 		N/A PC Emerging Scholars 7,500

Trustees of University of Pennsylvania

3451 Walnut St
Philadelphia,PA19104 		N/A PC Emerging Scholars 7,500

The Queen's Medical Center

PO Box 31000
5th Floor
Honolulu,HI96849 		N/A PC Emerging Scholars 7,327

Rochester Institute of Technology

141 Lomb Memorial Drive
Rochester,NY14623 		N/A PC RESEARCH GRANTS 7,255

The New School for Social Research

66 West 12th Street
New York,NY10011 		N/A PC CHANGEMAKERS 4,400

UNIVERSITY OF BRITISH COLUMBIA

409 - 6190 AGRONOMY ROAD
VANCOUVER   V6T 1Z3
CA 		N/A PC RESEARCH 270,000
Total .................................right arrow 3a 2,577,076
bApproved for future payment

EMORY UNIVERSITY
1599 Clifton Road NE
Atlanta,GA30322 		N/A PC High-risk pregnancy care 175,000

THE UNIVERSITY OF GEORGIA RESEARCH FOUNDATION INC
310 EAST CAMPUS ROAD
TUCKER HALL 411
ATHENS,GA30602 		NONE PC High-risk pregnancy care 174,466

REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANC
1855 FOLSOM STREET
SUITE 425
SAN FRANCISCO,CA94143 		N/A PC CHANGEMAKERS 103,000

THE REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS
1850 RESEARCH PARK DRIVE
SUITE 300
DAVIS,CA95618 		N/A PC RESEARCH GRANTS 50,000

THE OHIO STATE UNIVERSITY
1960 KENNY ROAD
COLUMBUS,OH43210 		N/A PC Changemakers 36,888

UNIVERSITY OF BRITISH COLUMBIA
409 - 6190 AGRONOMY ROAD
VANCOUVER   V6T 1Z3
CA 		N/A PC RECEARCH GRANTS 30,000

DUKE UNIVERSITY
PO BOX 602651
CHARLOTTE,NC28260 		N/A PC RESEARCH GRANTS 29,707

UNIVERSITY OF WASHINGTON
12455 COLLECTIONS DRIVE
CHICAGO,IL60693 		N/A PC Changemakers 10,997

UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
104 AIRPORT DRIVE
SUITE 2200
CHAPEL HILL,NC27599 		N/A PC Leveraging existing resources 10,000

PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS
1055 COMMONWEALTH AVENUE
BOSTON,MA02215 		N/A PC Emerging Scholars 7,500

THE BOARD OF TRUSTEES OF THE UNIVERSITY OF ILLINOI
28395 NETWORK PLACE
CHICAGO,IL60673 		N/A PC Emerging Scholars 7,500

UNIVERSITY OF TENNESSEE
210 STUDENT SERVICES BLDG
KNOXVILLE,TN37996 		N/A PC Self-managed abortion 5,000

OREGON HEALTH & SCIENCE UNIVERSITY
3181 SW SAM JACKSON PARK ROAD
PORTLAND,OR97239 		N/A PC Emerging Scholars 4,975

TRUSTEES OF INDIANA UNIVERSITY
400 EAST 7TH STREET RM 501
BLOOMINGTON,IN47405 		N/A PC Emerging Scholars 3,503
Total ................................. right arrow 3b 648,536
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
aANNUAL MEETING 900099       717,062
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 409,443  
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 ............ 		         
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aCOMPED MEMBERSHIPS 		900099       12,050
bMISCELLANEOUS REVENUE 900099       3,468
cCONTINUING EDUCATION SALES 900099       3,925
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 409,443 736,505
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,145,948
(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.)
1a THE ANNUAL MEETING IS WHERE THOSE WHO PRODUCE AND INFORM THAT SCIENCE COME TOGETHER TO SHARE NEW RESEARCH; CONSIDER NEW QUESTIONS; LEARN FROM ONE ANOTHER; IMPROVE THEIR CAPACITY TO PROVIDE EVIDENCE-INFORMED AND PERSON-CENTERED CARE; GET INSPIRED; AND RECEIVE THE SUPPORT THEY NEED FROM PEERS, MENTORS, AND ALLIES TO RETURN TO THEIR COMMUNITIES AND INSTITUTIONS PREPARED TO ADVOCATE FOR EVIDENCE-INFORMED AND PERSON-CENTERED ABORTION AND CONTRACEPTION CARE.
11a MEMBERS OF THE SOCIETY OF FAMILY PLANNING ARE UNITED BY A VISION OF JUST AND EQUITABLE ABORTION AND CONTRACEPTION, INFORMED BY SCIENCE. MEMBERS HAVE A DEMONSTRATED INTEREST IN CONDUCTING OR LEVERAGING FAMILY PLANNING RESEARCH. COMPLIMENTARY MEMBERSHIPS ARE PROVIDED TO INDIVIDUALS TO HELP REMOVE FINANCIAL BARRIERS TO OUR MEMBERSHIP BENEFITS, INCLUDING THOSE WHO DO NOT HAVE INSTITUTIONAL SUPPORT. MEMBERSHIP BENEFITS INCLUDE STAYING UP TO DATE WITH SCIENTIFIC AND CLINICAL DEVELOPMENTS IN FAMILY PLANNING, MEETING OTHER SCHOLARS, CLINICIANS, AND ADVOCATES FOCUSED ON FAMILY PLANNING, RECEIVING MENTORSHIPS FROM ESTABLISHED LEADERS IN THE FAMILY PLANNING FIELD, AND TAKING PART IN OUR ANNUAL CAREER DEVELOPMENT WORKSHOP.
11b CONTINUING EDUCATION SALES - EXPLORE ON-DEMAND PROFESSIONAL DEVELOPMENT CONTENT AND RESOURCES DESIGNED TO ENHANCE THE SKILLS AND KNOWLEDGE OF SOCIETY MEMBERS AND THE FAMILY PLANNING COMMUNITY. EXPLORE A WIDE RANGE OF TOPICS, ACCESS VALUABLE RESOURCES, AND EARN CME CREDITS WHERE APPLICABLE.
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
SOCIETY OF FAMILY PLANNING
 
Employer identification number

30-0291539
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
SOCIETY OF FAMILY PLANNING
  		Employer identification number
30-0291539
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
SUSAN T BUFFETT FOUNDATION
808 CONAGRA DRIVE SUITE 300
 
OMAHA, NE68102

$ 17,839,524


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
WYSS FOUNDATION
1759 R STREET NW
 
WASHINGTON, DC20009

$ 250,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
BAYER HEALTHCARE PHARMACEUTICALS
100 BAYER BLVD
 
NEW YORK, NJ07981

$ 100,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
EVERMED INC
875 WASHINGTON STREET
 
NEW YORK, NY46202

$ 50,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
UTA LANDY PHD
49 MARLIN AVENUE
 
MILL VALLEY, CA94941

$ 30,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
LAURA AND JOHN ARNOLD FOUNDATION
1717 WEST LOOP SOUTH SUITE 1800
 
HOUSTON, TX77027

$ 15,456


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
SOCIETY OF FAMILY PLANNING
  		Employer identification number

30-0291539
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
 
$    
(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
SOCIETY OF FAMILY PLANNING
  		Employer identification number

30-0291539
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


Software ID:  
Software Version:  

TY 2023 ContractorCompensationExpln
Name:
SOCIETY OF FAMILY PLANNING
EIN:
30-0291539
Contractor Explanation
CICATELLI ASSOCIATES INC DEVELOP RESEARCH COURSE
AGGREGATE GRAPHIC DESIGN AND COMMUNICATIONS
CAMINO PUBLIC RELATIONS SECURITY
KRISTIN NOBEL EVALUATION
PERSONIFIED TECHNOLOGY CONSULTING L IT SUPPORT

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TY 2023 DepreciationSchedule
Name:
SOCIETY OF FAMILY PLANNING
EIN:
30-0291539
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 GeneralExplanationAttachment
Name:
SOCIETY OF FAMILY PLANNING
EIN:
30-0291539
Identifier Return Reference Explanation
FORM 990PF, PART VII-A, LINE 1 - SUMMARY OF DIRECT CHARITABLE ACTIVITIES: FORM 990PF, PART VII-A, LINE 1 - SUMMARY OF DIRECT CHARITABLE ACTIVITIES: GRANTS - THE ORGANIZATION SUPPORTS RESEARCH ON CONTRACEPTION AND ABORTION THAT EXERTS A SUSTAINED, POWERFUL INFLUENCE ON CLINICAL PRACTICE, PUBLIC POLICY, HEALTH SERVICES, PROGRAMS AND CULTURE. GRANT MECHANISMS INCLUDE SMALL AND LARGE RESEARCH GRANTS, CAREER DEVELOPMENT AWARDS (JUNIOR INVESTIGATOR, MID-CAREER MENTOR AND TRAINEE), MULTI-STATE RESEARCH PROJECT GRANTS, COMMUNITY-BASED PARTICIPATORY RESEARCH GRANTS AND INTERDISCIPLINARY INNOVATION GRANTS.
FORM 990PF, PART VII-A, LINE 2 - SUMMARY OF DIRECT CHARITABLE ACTIVITIES: FORM 990PF, PART VII-A, LINE 2 - SUMMARY OF DIRECT CHARITABLE ACTIVITIES: RESEARCH - THE ORGANIZATION IS AN ACADEMIC SOCIETY OF RESEARCHERS, CLINICIANS AND EDUCATORS DEDICATED TO IMPROVING SEXUAL AND REPRODUCTIVE HEALTH. THE ORGANIZATION ADVANCES SCIENCE IN FAMILY PLANNING, INCLUDING CONTRACEPTION AND ABORTION, BY FUNDING RESEARCH AND PROMOTING THE EXPANSION AND DISSEMINATION OF FAMILY PLANNING KNOWLEDGE. THE ORGANIZATION PROMOTES SCIENTIFICALLY SOUND RESEARCH BY FUNDING STUDIES OF FAMILY PLANNING, FOSTERS THE ADVANCEMENT OF CLINICAL CARE THROUGH THE DEVELOPMENT OF EVIDENCE-BASED CLINICAL GUIDELINES, MENTORS MEMBERS IN RESEARCH, LEADERSHIP SKILLS AND CAREER DEVELOPMENT AS WELL AS ADVANCES THE CREATION OF FAMILY PLANNING KNOWLEDGE TO INFORM PUBLIC POLICY.
FORM 990PF, PART VII-A, LINE 3 - SUMMARY OF DIRECT CHARITABLE ACTIVITIES: FORM 990PF, PART VII-A, LINE 3 - SUMMARY OF DIRECT CHARITABLE ACTIVITIES: JOURNAL AND PUBLICATION - THE OFFICIAL JOURNAL OF THE SOCIETY OF FAMILY PLANNING IS CONTRACEPTION, AN INTERNATIONAL REPRODUCTIVE HEALTH JOURNAL PUBLISHED BY ELSEVIER. THE ORGANIZATION'S MEMBERS RECEIVE A FREE SUBSCRIPTION AS PART OF THEIR MEMBERSHIP.
FORM 990PF, PART VI-A, LINE 10 - Substantial contributors during the YEAR FORM 990PF, PART VI-A, LINE 10 - Substantial contributors during the YEAR THE FOLLOWING ORGANIZATION BECOME A SUBSTANTIAL CONTRIBUTOR DURING THE YEAR 2023: 1. SUSAN T. BUFFETT FOUNDATION 808 CONAGRA DRIVE, SUITE 300 OMAHA, NE 68102

TY 2023 InvestmentsCorpBondsSchedule
Name:
SOCIETY OF FAMILY PLANNING
EIN:
30-0291539
Name of Bond End of Year Book Value End of Year Fair Market Value
BOND FUNDS 61,132 61,132

TY 2023 InvestmentsCorpStockSchedule
Name:
SOCIETY OF FAMILY PLANNING
EIN:
30-0291539
Name of Stock End of Year Book Value End of Year Fair Market Value
EQUITIES 904,053 904,053

TY 2023 InvestmentsGovtObligationsSch
Name:
SOCIETY OF FAMILY PLANNING
EIN:
30-0291539
US Government Securities - End of Year Book Value:

9,819,408
US Government Securities - End of Year Fair Market Value:

9,819,408
State & Local Government Securities - End of Year Book Value:


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


 


TY 2023 InvestmentsOtherSchedule2
Name:
SOCIETY OF FAMILY PLANNING
EIN:
30-0291539
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
EXCHANGE TRADED FUNDS FMV 1,389,297 1,389,297
OTHER FMV 18,841 18,841

TY 2023 OtherExpensesSchedule
Name:
SOCIETY OF FAMILY PLANNING
EIN:
30-0291539
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 24,431     24,431
DUES & SUBSCRIPTIONS 59,117     59,117
ADVERTISING 60,404     60,404
OUTREACH & EXHIBITS 32,783     32,783
GRANT REVIEW HONORARIUM 83,230     83,230
TRAINING WORKSHOPS 195,035     195,035
OTHER GRANT RELATED EXPENSES 927,582     927,582
CONSULTING 469,125     469,125
RESEARCH & DEVELOPMENT 53,443     53,443
CANCELLED GRANTS 1,097,370     1,097,370
REIMBURSEMENT CHANGEMAKERS 93,073     93,073


TY 2023 OtherIncomeSchedule2
Name:
SOCIETY OF FAMILY PLANNING
EIN:
30-0291539
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ANNUAL MEETING 717,062   717,062
COMPED MEMBERSHIPS 12,050   12,050
Continuing education sales 3,925   3,925
MISCELLANEOUS REVENUE 3,468   3,468


TY 2023 OtherIncreasesSchedule
Name:
SOCIETY OF FAMILY PLANNING
EIN:
30-0291539
Description Amount
NET ASSETS RECEIVED AFTER MERGER WITH 0
SOCIETY FAMILY PLANNING RESEARCH FUND 9,691,206
UNREALIZED GAINS 407,842


TY 2023 OtherProfessionalFeesSchedule
Name:
SOCIETY OF FAMILY PLANNING
EIN:
30-0291539
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 17,568 17,568    
CONTRACT SERVICE FEES 283,608     283,608


TY 2023 SalesOfInventoryList 
Name:
SOCIETY OF FAMILY PLANNING
EIN:
30-0291539

Category Gross Sales Cost of Goods Sold Net (Gross Sales Minus
Cost of Goods Sold)
SALES OF MERCHANDISE AND PRODUCTS 8,253   8,253

TY 2023 TaxesSchedule
Name:
SOCIETY OF FAMILY PLANNING
EIN:
30-0291539
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 163,754     163,754


TY 2023 TransfersFrmControlledEntities
Name:
SOCIETY OF FAMILY PLANNING
EIN:
30-0291539
Name US /
Foreign Address		 EIN Description Amount
SOCIETY OF FAMILY PLANNING RESEARCH FUND PO BOX 18342
DENVER,CO80218 		27-5176910 MERGER TRANSFER AS OF 1/1/2023 9,691,206
Total     9,691,206