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
AINSLIE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1900 N PEARL STREET 20TH FLOOR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DALLAS, TX75201
A Employer identification number

81-4732333
B Telephone number (see instructions)

(214) 880-4000
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$352,293,992J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 87,691 87,691  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 0
b Gross sales price for all assets on line 6a 0
7 Capital gain net income (from Part IV, line 2)... 32,918,778
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
0 11,339,780  
12 Total. Add lines 1 through 11........ 87,691 44,346,249  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,913 0   1,913
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
9,460 2,365   7,095
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
568 165   403
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
616,378 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 628,319 2,530   9,411
25 Contributions, gifts, grants paid....... 14,999,000 14,999,000
26 Total expenses and disbursements. Add lines 24 and 25 15,627,319 2,530   15,008,411
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -15,539,628
b Net investment income (if negative, enter -0-) 44,343,719
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............. 1,940,750 1,483,234 1,483,234
2 Savings and temporary cash investments.........   1 1
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)....... 78,995,780 Click to see attachment
List of Attached Documents:
// Content
33,362,083 		33,362,083
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 201,259,468 Click to see attachment
List of Attached Documents:
// Content
316,901,700 		316,901,700
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
901,766 		Click to see attachment
List of Attached Documents:
// Content
546,974 		Click to see attachment
List of Attached Documents:
// Content
546,974
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 283,097,764 352,293,992 352,293,992
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 283,097,764 352,293,992
29 Total net assets or fund balances (see instructions)..... 283,097,764 352,293,992
30 Total liabilities and net assets/fund balances (see instructions). 283,097,764 352,293,992
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
283,097,764
2
Enter amount from Part I, line 27a .....................
2
-15,539,628
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
84,922,653
4
Add lines 1, 2, and 3 ..........................
4
352,480,789
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
186,797
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
352,293,992
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 STCG/(L) FROM SCH. K-1 INV. IN MAVERICK USA, L.P. P    
b LTCG/(L) FROM SCH. K-1 INV. IN MAVERICK USA, L.P. P    
c STCG/(L) FROM SCH. K-1 INV. IN MAVERICK LEVERED PARTNERS, L.P. P    
d LTCG/(L) FROM SCH. K-1 INV. IN MAVERICK LEVERED PARTNERS, L.P. P    
e LTCG/(L) FROM SCH. K-1 INV. IN MAVERICK HOLDINGS C, L.P. P    
STCG/(L) FROM SCH. K-1 INV. IN MAVERICK LONG ENHANCED, L.P. P    
LTCG/(L) FROM SCH. K-1 INV. IN MAVERICK LONG ENHANCED, L.P. P    
STCG/(L) FROM SCH. K-1 INV. IN MAVERICK QM NEUTRAL, L.P. P    
LTCG/(L) FROM SCH. K-1 INV. IN MAVERICK QM NEUTRAL, L.P. P    
STCG/(L) FROM SCH. K-1 INV. IN MAVERICK SDT FUND, L.P. P    
LTCG/(L) FROM SCH. K-1 INV. IN MAVERICK SDT FUND, L.P. P    
STCG/(L) FROM SCH. K-1 INV. IN MAVERICK SEED MASTER FUND, L.P. P    
LTCG/(L) FROM SCH. K-1 INV. IN MAVERICK SEED MASTER FUND, L.P. P    
LESS: STCG/(L) - UNRELATED BUSINESS TAXABLE INCOME FROM INVESTMENTS P    
LESS: LTCG/(L) - UNRELATED BUSINESS TAXABLE INCOME FROM INVESTMENTS P    
1,787 SHS MAVERICK SEED FUND, LTD. P 2017-01-01 2023-01-01
8,930 SHS MAVERICK SEED FUND, LTD. P 2017-01-01 2023-10-01
7,522 SHS MAVERICK STABLE FUND, LTD. (LT) P 2017-01-01 2023-10-01
25,448 SHS MAVERICK SEED FUND, LTD. P 2017-01-01 2023-12-01
3,816 SHS MAVERICK SEED FUND, LTD. P 2021-01-01 2023-12-01
(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       4,952,848
b       449,313
c       12,771,883
d       -65,487
e       1,184,547
      14,184,647
      -4,635,506
      151,769
      5,181
      9,337,155
      119,919
      79,330
      215,309
      -2,037,287
      547,487
2,000,000 0 2,191,120 -191,120
11,250,000 0 12,356,940 -1,106,940
9,686,049 0 8,351,606 1,334,443
33,276,741 0 36,377,109 -3,100,368
4,989,294 0 6,267,639 -1,278,345
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       4,952,848
b       449,313
c       12,771,883
d       -65,487
e       1,184,547
      14,184,647
      -4,635,506
      151,769
      5,181
      9,337,155
      119,919
      79,330
      215,309
      -2,037,287
      547,487
      -191,120
      -1,106,940
      1,334,443
      -3,100,368
      -1,278,345
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 32,918,778
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) 1 616,378
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 616,378
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 616,378
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 397,221
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 420,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 817,221
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 10 200,843
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow200,843 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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, TX
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 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 arrowN/A
14
The books are in care ofright arrowTONY HAIRSTON Telephone no.right arrow (214) 880-4000

Located atright arrow1900 N PEARL STREET 20TH FLOORDALLASTX ZIP+4right arrow75201
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(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
 
No
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
LEE S AINSLIE III PRESIDENT & CO-CHAIR
0.10 		0 0 0
1900 N PEARL STREET 20TH FLOOR
DALLAS,TX75201
ELIZABETH M AINSLIE CO-CHAIR
0.10 		0 0 0
1900 N PEARL STREET 20TH FLOOR
DALLAS,TX75201
ALEX RAFAL SECRETARY
0.10 		0 0 0
1900 N PEARL STREET 20TH FLOOR
DALLAS,TX75201
W KEITH HENNINGTON TREASURER
0.10 		0 0 0
1900 N PEARL STREET 20TH FLOOR
DALLAS,TX75201
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 N/A 0
2  
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
0
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
0
b
Average of monthly cash balances.......................
1b
5,037,765
c
Fair market value of all other assets (see instructions)................
1c
319,938,336
d
Total (add lines 1a, b, and c).........................
1d
324,976,101
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
324,976,101
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
4,874,642
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
320,101,459
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
16,005,073
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
16,005,073
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
616,378
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
616,378
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
15,388,695
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
15,388,695
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
15,388,695
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
15,008,411
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
15,008,411
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 15,388,695
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 14,965,754
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 15,008,411
a Applied to 2022, but not more than line 2a 14,965,754
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 42,657
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(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 .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		15,346,038
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		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....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ACADEMY CENTER OF THE ARTS

600 MAIN STREET
LYNCHBURG,VA24504 		N/A PC PERFORMING ARTS SCHOOL 10,000

ACUMEN FUND INC

40 WORTH STREET SUITE 303
NEW YORK,NY10013 		N/A PC PROMOTION OF BUSINESS TO CREATE A GLOBAL COMMUNITY OF EMERGING LEADERS 100,000

AMERICAN JEWISH COMMITTEE

165 EAST 56TH STREET
NEW YORK,NY10022 		N/A PC ADVANCE HUMAN RIGHTS AND DEMOCRATIC VALUES AROUND THE WORLD 50,000

AMC SCHWARZMAN ANIMAL MEDICAL CENTER

510 E 62ND STREET
NEW YORK,NY10065 		N/A PC VETERINARY MEDICINE, RESEARCH, AND EDUCATION 15,000

AUSTRALIAN WILDLIFE CONSERVANCY USA INC

450 LEXINGTON AVENUE
NEW YORK,NY10163 		N/A PC CONSERVE LAND AND PROTECT ENDANGERED SPECIES 55,000

B ROBERT WILLIAMSON JR FOUNDATION

300 PARK AVENUE
NEW YORK,NY10022 		N/A PF EDUCATION 10,000

THE BANNER LAKE CLUB

12212 SE LANTANA AVENUE
HOBE SOUND,FL33475 		N/A PC COMMUNITY OUTREACH 10,000

BONE MARROW & CANCER FOUNDATION

515 MADISON AVENUE
NEW YORK,NY10022 		N/A PC PROVIDE NECESSARY RESOURCES TO CANCER PATIENTS AND BONE MARROW/STEM CELL TRANSPLANT PATIENTS AND THEIR FAMILIES 10,000

BOWDOIN COLLEGE

4100 COLLEGE STATION
BRUNSWICK,ME04011 		N/A PC EDUCATION 25,000

GRENVILLE BAKER BOYS & GIRLS CLUB

135 FOREST AVENUE
LOCUST VALLEY,NY11560 		N/A PC COMMUNITY OUTREACH 10,000

GLEN COVE BOYS AND GIRLS CLUB AT LINCOLN HOUSE

113 GLEN COVE AVENUE
GLEN COVE,NY11542 		N/A PC COMMUNITY OUTREACH 25,000

BOYS & GIRLS CLUBS OF MARTIN COUNTY INC

PO BOX 910
HOBE SOUND,FL33475 		N/A PC COMMUNITY OUTREACH 1,100,000

NANTUCKET BOYS & GIRLS CLUB

PO BOX 269
NANTUCKET,MA02554 		N/A PC COMMUNITY OUTREACH 10,000

BOYS' CLUB OF NEW YORK

91 FIFTH AVENUE 7TH FL
NEW YORK,NY10003 		N/A PC COMMUNITY OUTREACH 150,000

THE BROOKINGS INSTITUTION

1775 MASSACHUSETTS AVE NW
WASHINGTON,DC20036 		N/A PC GLOBAL RESEARCH AND INNOVATIVE POLICY SOLUTIONS 25,000

CATHOLIC CHARITIES OF THE ARCHDIOCESE OF NEW YORK

1011 FIRST AVENUE 11TH FL
NEW YORK,NY10022 		N/A PC COMMUNITY OUTREACH 5,000

CDP NORTH AMERICA

127 WEST 26TH STREET
NEW YORK,NY10001 		N/A PC ENVIRONMENTAL PRESERVATION 50,000

CENTRAL PARK CONSERVANCY

717 FIFTH AVENUE
NEW YORK,NY10022 		N/A PC ENVIRONMENTAL PRESERVATION 5,000

CERES

99 CHAUNCY STREET 6TH FL
BOSTON,MA02111 		N/A PC ACCELERATING THE TRANSITION TO A CLEANER, MORE JUST, AND SUSTAINABLE ECONOMY 50,000

CIA OFFICERS MEMORIAL FOUNDATION

PO BOX 405
HERNDON,VA20172 		N/A PC ASSIST SURVIVORS AND DEPENDENTS OF CIA OFFICERS 100,000

COLBY COLLEGE

4335 MAYFLOWER HILL
WATERVILLE,ME04901 		N/A PC EDUCATION 50,000

COLD SPRING HARBOR LABORATORY

ONE BUNGTOWN ROAD
COLD SPRING HARBOR,NY11724 		N/A PC BIOMEDICAL RESEARCH 50,000

COLLEGE TRACK ORGANIZATION

483 9TH STREET 200
OAKLAND,CA94607 		N/A PC EDUCATION 25,000

COMMUNITY FOUNDATION FOR NANTUCKET

PO BOX 204
NANTUCKET,MA02554 		N/A PC COMMUNITY AND ECONOMIC DEVELOPMENT FOR THE NANTUCKET AREA 50,000

COMMON SENSE MEDIA

699 8TH STREET STE C150
SAN FRANCISCO,CA94103 		N/A PC PROVIDE UNBIASED INFORMATION, TRUSTED ADVICE, AND INNOVATIVE TOOLS TO HELP HARNESS THE POWER OF MEDIA AND TECHNOLOGY 10,000

DUKE UNIVERSITY

PO BOX 90600
DURHAM,NC27708 		N/A PC EDUCATION 5,000

EPISCOPAL HIGH SCHOOL

1200 NORTH QUAKER LANE
ALEXANDRIA,VA22302 		N/A PC EDUCATION 1,050,000

ENVIRONMENTAL DEFENSE FUND

257 PARK AVENUE SOUTH
NEW YORK,NY10010 		N/A PC ENVIRONMENTAL PRESERVATION 100,000

EVANS SCHOLARS FOUNDATION

2501 PATRIOT BOULEVARD
GLENVIEW,IL60026 		N/A PC EDUCATION 1,000

THE EVERGLADES FOUNDATION

18001 OLD CUTLER ROAD SUITE 625
PALMETTO BAY,FL33157 		N/A PC ENVIRONMENTAL PRESERVATION 100,000

FOUNDATION FOR THE CAROLINAS

220 NORTH TRYON STREET
CHARLOTTE,NC28202 		N/A PC COMMUNITY OUTREACH 50,000

GREATER MIAMI JEWISH FEDERATION

4200 BISCAYNE BLVD
MIAMI,FL33137 		N/A PC MOBILIZE HUMAN AND FINANCIAL RESOURCES TO PROVIDE RELIEF FOR JEWISH COMMUNITY IN ISRAEL 20,000

GREEN VALE SCHOOL

250 VALENTINES LANE
OLD BROOKVILLE,NY115452523 		N/A PC EDUCATION 10,000

HARLEM CHILDREN'S ZONE

35 EAST 125TH STREET
NEW YORK,NY10035 		N/A PC SOCIAL SERVICES 50,000

HOBE SOUND COMMUNITY CHEST INC

PO BOX 511
HOBE SOUND,FL334750511 		N/A PC SOCIAL SERVICES 10,000

HOSPITAL FOR SPECIAL SURGERY

535 EAST 70TH STREET
NEW YORK,NY10021 		N/A PC BIOMEDICAL RESEARCH 50,000

HOUSING NANTUCKET

75 OLD SOUTH ROAD
NANTUCKET,MA02554 		N/A PC CREATE AFFORDABLE HOUSING SOLUTIONS 5,000

JACKSON HOLE LAND TRUST

PO BOX 2897
JACKSON,WY83001 		N/A PC LAND RESOURCES CONSERVATION 5,000

JEFFERSON SCHOLARS FOUNDATION

112 CLARKE COURT
CHARLOTTESVILLE,VA22903 		N/A PC EDUCATION 1,510,000

JUPITER ISLAND GARDEN CLUB

PO BOX 1410
HOBE SOUND,FL33475 		N/A PC ENVIRONMENTAL PRESERVATION 2,500

JUPITER ISLAND MEDICAL CLINIC

100 ESTRADA SQUARE
HOBE SOUND,FL33455 		N/A PC MEDICAL CENTER 10,000

JUPITER MEDICAL CENTER FOUNDATION

1210 SOUTH OLD DIXIE HIGHWAY
JUPITER,FL33458 		N/A PC MEDICAL CENTER 75,000

LYNCHBURG BEACON OF HOPE

PO BOX 1261
LYNCHBURG,VA24505 		N/A PC SOCIAL SERVICES 10,000

LYNCHBURG CITY SCHOOLS EDUCATION FOUNDATION

915 COURT STREET
LYNCHBURG,VA24504 		N/A PC EDUCATION 10,000

MASSACHUSETTS GENERAL HOSPITAL

125 NASHUA STREET STE 540
BOSTON,MA02114 		N/A PC MEDICAL CENTER 50,000

MAVERICK CAPITAL FOUNDATION

1900 N PEARL STREET 20TH FLOOR
DALLAS,TX75201 		N/A PF PHILANTHROPY, VOLUNTARISM, AND GRANTMAKING 5,000,000

THE MUSEUM OF MODERN ART

11 WEST 53 STREET
NEW YORK,NY10019 		N/A PC ARTS 10,000

NANTUCKET COTTAGE HOSPITAL FOUNDATION

57 PROSPECT STREET
NANTUCKET,MA02554 		N/A PC MEDICAL CENTER 10,000

NANTUCKET CONSERVATION FOUNDATION

PO BOX 13
NANTUCKET,MA025540013 		N/A PC ENVIRONMENTAL PRESERVATION 60,000

NANTUCKET HISTORICAL ASSOCIATION

PO BOX 1016
NANTUCKET,MA025541016 		N/A PC ARTS 25,000

NANTUCKET LAND COUNCIL

PO BOX 502
NANTUCKET,MA02554 		N/A PC ENVIRONMENTAL PRESERVATION 5,000

NANTUCKET PRESERVATION TRUST

PO BOX 158
NANTUCKET ISLAND,MA02554 		N/A PC ENVIRONMENTAL PRESERVATION 10,000

NANTUCKET YACHT CLUB FOUNDATION

1 SOUTH BEACH STREET
NANTUCKET,MA02554 		N/A PC SOCIAL SERVICES 2,500

THE NATURE CONSERVANCY

4245 N FAIRFAX DRIVE STE 100
ARLINGTON,VA22203 		N/A PC LAND AND WATER CONSERVATION 50,000

NORTH COUNTRY GARDEN CLUB OF LONG ISLAND

PO BOX 21
LOCUST VALLEY,NY11560 		N/A PC ENVIRONMENTAL PRESERVATION 1,000

NORTH SHORE LAND ALLIANCE

PO BOX 658
OYSTER BAY,NY11771 		N/A PC ENVIRONMENTAL PRESERVATION 10,000

NORTHWELL HEALTH (GLEN COVE HOSPITAL)

2000 MARCUS AVENUE
NEW HYDE PARK,NY10042 		N/A PC MEDICAL CENTER 110,000

NPOWER

3 METROTECH CENTER MEZZANINE LEVEL
BROOKLYN,NY11201 		N/A PC LAUNCHING DIGITAL CAREERS FOR MILITARY VETERANS AND YOUNG ADULTS FROM UNDERSERVED COMMUNITIES 75,000

NEW YORK-PRESBYTERIAN HOSPITAL

850 THIRD AVENUE 12TH FLOOR
NEW YORK,NY10022 		N/A PC MEDICAL CENTER 100,000

NYU LANGONE HEALTH

1 PARK AVE 5TH FLOOR
NEW YORK,NY10016 		N/A PC MEDICAL CENTER 10,000

THE BARACK OBAMA FOUNDATION

5235 S HARPER CT SUITE 1140
CHICAGO,IL60615 		N/A PC BUILD ACTIVE DEMOCRATIC CULTURE BY EMPOWERING LEADERS 250,000

OLD WESTBURY GARDENS

PO BOX 430
OLD WESTBURY,NY11568 		N/A PC ENVIRONMENTAL PRESERVATION 10,000

PARTNERSHIP TO END ADDICTION

711 THIRD AVENUE FIFTH FLOOR
NEW YORK,NY10017 		N/A PC PROVIDING PERSONALIZED SUPPORT AND RESOURCES FOR FAMILIES IMPACTED BY ADDICTION 25,000

PENNY'S FLIGHT FOUNDATION

65 DUCK POND ROAD
GLEN COVE,NY11542 		N/A PC NF MEDICAL RESEARCH 50,000

PLANNED PARENTHOOD OF GREATER NEW YORK

26 BLEECKER STREET
NEW YORK,NY10012 		N/A PC SOCIAL SERVICES 10,000

PLANNED PARENTHOOD OF SOUTH EAST AND NORTH FLORIDA

2300 N FLORIDA MANGO ROAD
WEST PALM BEACH,FL33409 		N/A PC SOCIAL SERVICES 5,000

PRESERVATION LONG ISLAND

161 MAIN STREET PO BOX 148
COLD SPRING HARBOR,NY11724 		N/A PC ENVIRONMENTAL PRESERVATION 5,000

ROBIN HOOD FOUNDATION

826 BROADWAY 9TH FLOOR
NEW YORK,NY10003 		N/A PC SOCIAL SERVICES 247,000

ROBIN HOOD FOUNDATION

826 BROADWAY 9TH FLOOR
NEW YORK,NY10003 		N/A PC SOCIAL SERVICES 1,300,000

SOCIETY FOR LEUKOCYTE BIOLOGY

10770 COLUMBIA PIKE STE 300
SILVER SPRING,MD20901 		N/A PC BIOMEDICAL RESEARCH 5,000

SUSTAINABLE NANTUCKET (DBA NANTUCKET SUSTAINABLE DEVELOPMENT CORPORATION)

PO BOX 1244
NANTUCKET,MA02554 		N/A PC AGRICULTURE, FOOD, NUTRITION 10,000

SWIM ACROSS AMERICA

11600 N COMMUNITY HOUSE ROAD SUITE
100
CHARLOTTE,NC28277 		N/A PC MEDICAL RESEARCH 5,000

TEACH FOR AMERICA

25 BROADWAY 12TH FLOOR
NEW YORK,NY10004 		N/A PC EDUCATION 10,000

TETON YOUTH & FAMILY SERVICES

PO BOX 2631
JACKSON,WY83001 		N/A PC SOCIAL SERVICES 25,000

THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL

PO BOX 309
CHAPEL HILL,NC275140309 		N/A PC EDUCATION 10,000

THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL

PO BOX 309
CHAPEL HILL,NC275140309 		N/A PC EDUCATION 5,000

TRUST FOR PUBLIC LAND

PO BOX 889336
LOS ANGELES,CA90088 		N/A PC ENVIRONMENTAL PRESERVATION 10,000

UNITED RECOVERY FUND

494 FOREST AVENUE
PORTLAND,OR04101 		N/A PC PROVIDE SUPPORT FOR PEOPLE AFFECTED BY SUBSTANCE USE DISORDER AND INCARCERATION 50,000

UNIVERSITE LAVAL

2325 RUE DE LUNIVERSITE
QUEBEC GV A    
CA 		N/A PC EDUCATION 120,000

UTAH FILM CENTER

375 W 400 N
SALT LAKE CITY,UT84103 		N/A PC ARTS 50,000

VIRGINIA ATHLETICS FOUNDATION

PO BOX 400833
CHARLOTTESVILLE,VA22904 		N/A PC EDUCATION 10,000

THE UNIVERSITY OF VIRGINIA

PO BOX 400331
CHARLOTTESVILLE,VA229044331 		N/A PC EDUCATION 10,000

VIRGINIA EPISCOPAL SCHOOL

400 VES ROAD
LYNCHBURG,VA24503 		N/A PC EDUCATION 25,000

WILDLIFE CONSERVATION SOCIETY

2300 SOUTHERN BOULEVARD
BRONX,NY10460 		N/A PC ENVIRONMENTAL PRESERVATION 2,100,000

WORLD WILDLIFE FUND INC

1250 24TH STREET NW
WASHINGTON,DC20037 		N/A PC NATURAL RESOURCE AND WILDLIFE CONSERVATION AND PROTECTION 50,000
Total .................................right arrow 3a 14,999,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 87,691  
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: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 87,691 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
87,691
(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
MAVERICK CAPITAL LTD EMPLOYEE BENEFIT TRUST VEBA PLAN COMMON DIRECTORS/TRUSTEES
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
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Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
AINSLIE FOUNDATION
EIN:
81-4732333
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 9,460 2,365   7,095

TY 2023 AllOthProgRltdInvestmentsSch
Name:
AINSLIE FOUNDATION
EIN:
81-4732333
Category Amount
N/A 0

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TY 2023 ExpenditureResponsibilityStmt
Name:
AINSLIE FOUNDATION
EIN:
81-4732333
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
MAVERICK CAPITAL FOUNDATION
  		1900 N PEARL STREET 20TH FLOOR
DALLAS,TX75201 		2022-12-01 2,000,000 MEANINGFULLY IMPROVE THE LIVES OF OTHERS BY IDENTIFYING, FUNDING, AND PARTNERING WITH THE MOST EFFECTIVE NON-PROFITS WORKING TO HELP THOSE IN NEED. 2,000,000 NO 11/6/23   TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED ON THE REPORT(S) FURNISHED BY THE GRANTEE, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE.
B ROBERT WILLIAMSON JR FOUNDATION
  		300 PARK AVENUE 25TH FLOOR
NEW YORK,NY10022 		2022-12-16 10,000 GENERAL OPERATING SUPPORT FOR CULTURE FOR ONE (110 E 42ND ST #1818, NEW YORK, NY 10017) 10,000 NO 1/3/23   TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED ON THE REPORT(S) FURNISHED BY THE GRANTEE, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE.
MAVERICK CAPITAL FOUNDATION
  		1900 N PEARL STREET 20TH FLOOR
DALLAS,TX75201 		2023-12-22 5,000,000 MEANINGFULLY IMPROVE THE LIVES OF OTHERS BY IDENTIFYING, FUNDING, AND PARTNERING WITH THE MOST EFFECTIVE NON-PROFITS WORKING TO HELP THOSE IN NEED. 1,915,556 NO 11/6/24   TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED ON THE REPORT(S) FURNISHED BY THE GRANTEE, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE.
B ROBERT WILLIAMSON JR FOUNDATION
  		300 PARK AVENUE 19TH FLOOR
NEW YORK,NY10022 		2023-12-22 10,000 GENERAL OPERATING SUPPORT FOR CULTURE FOR ONE (110 E 42ND ST #1818, NEW YORK, NY 10017) 10,000 NO 3/11/24   TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED ON THE REPORT(S) FURNISHED BY THE GRANTEE, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE.
RISK AND RETURN
  		1005 DEAD RUN DRIVE
MCLEAN,VA22101 		2021-01-25 25,000 GRANT WAS USED TO PAY FOR THE GRANTEE'S 2022 OPERATING EXPENSES. 25,000 NO 1/10/22, 11/1/23   TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED ON THE REPORT(S) FURNISHED BY THE GRANTEE, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE.
MAVERICK CAPITAL FOUNDATION
  		1900 N PEARL STREET 20TH FLOOR
DALLAS,TX75201 		2021-12-15 2,300,000 MEANINGFULLY IMPROVE THE LIVES OF OTHERS BY IDENTIFYING, FUNDING, AND PARTNERING WITH THE MOST EFFECTIVE NON-PROFITS WORKING TO HELP THOSE IN NEED. 2,300,000 NO 11/4/22, 11/6/23   TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED ON THE REPORT(S) FURNISHED BY THE GRANTEE, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE.

TY 2023 InvestmentsCorpStockSchedule
Name:
AINSLIE FOUNDATION
EIN:
81-4732333
Name of Stock End of Year Book Value End of Year Fair Market Value
MAVERICK STABLE FUND, LTD. (LT) 33,362,083 33,362,083

TY 2023 InvestmentsOtherSchedule2
Name:
AINSLIE FOUNDATION
EIN:
81-4732333
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MAVERICK LEVERED PARTNERS, L.P. FMV 67,721,070 67,721,070
MAVERICK HOLDINGS C, L.P. FMV 13,225,574 13,225,574
MAVERICK LONG ENHANCED, L.P. FMV 71,930,128 71,930,128
MAVERICK USA, L.P. FMV 65,408,657 65,408,657
MAVERICK SDT FUND, L.P. FMV 57,901,436 57,901,436
MAVERICK SEED MASTER FUND, L.P. FMV 40,714,835 40,714,835

TY 2023 LegalFeesSchedule
Name:
AINSLIE FOUNDATION
EIN:
81-4732333
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 1,913 0   1,913


TY 2023 OtherAssetsSchedule
Name:
AINSLIE FOUNDATION
EIN:
81-4732333
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
OTHER RECEIVABLES 901,766 515,388 515,388
DIVIDEND RECEIVABLE 0 31,586 31,586


TY 2023 OtherDecreasesSchedule
Name:
AINSLIE FOUNDATION
EIN:
81-4732333
Description Amount
UNREALIZED LOSS - MAVERICK QM NEUTRAL, L.P. 186,797


TY 2023 OtherIncomeSchedule2
Name:
AINSLIE FOUNDATION
EIN:
81-4732333
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
INCOME/(LOSS) FROM SCH. K-1 INV. IN MAVERICK USA, L.P.   384,605  
INCOME/(LOSS) FROM SCH. K-1 INV. IN MAVERICK LEVERED PARTNERS, L.P.   -3,772,375  
INCOME/(LOSS) FROM SCH. K-1 INV. IN MAVERICK HOLDINGS C, L.P.   -3,088  
INCOME/(LOSS) FROM SCH. K-1 INV. IN MAVERICK LONG ENHANCED, L.P.   1,732,814  
INCOME/(LOSS) FROM SCH. K-1 INV. IN MAVERICK QM NEUTRAL, L.P.   178,457  
SUBPART F - FROM SCH. K-1 INV. IN MAVERICK LEVERED PARTNERS, L.P. (MLC)   18,645  
INCOME/(LOSS) FROM SCH. K-1 INV. IN MAVERICK SDT FUND, L.P.   2,509,961  
INCOME/(LOSS) FROM SCH. K-1 INV. IN MAVERICK SEED MASTER FUND, L.P.   24,418  
SUBPART F - FROM SCH. K-1 INV. IN MAVERICK USA, L.P. (EB&M)   3,890  
SUBPART F - MAVERICK SEED FUND, LTD.   7,343,519  
SUBPART F - MAVERICK STABLE FUND, LTD.   2,399,856  
LESS: UNRELATED BUSINESS TAXABLE INCOME FROM INVESTMENTS   519,078  


TY 2023 OtherIncreasesSchedule
Name:
AINSLIE FOUNDATION
EIN:
81-4732333
Description Amount
UNREALIZED GAIN - MAVERICK STABLE FUND, LTD. 3,811,012
UNREALIZED GAIN - MAVERICK USA, L.P. 10,815,504
UNREALIZED GAIN - MAVERICK LEVERED PARTNERS, L.P. 29,711,690
UNREALIZED GAIN - MAVERICK SDT FUND, L.P. 2,198,891
UNREALIZED GAIN - MAVERICK HOLDINGS C, L.P. 1,391,602
UNREALIZED GAIN - MAVERICK LONG ENHANCED, L.P. 27,787,776
UNREALIZED GAIN - MAVERICK SEED FUND, LTD. 9,206,178


TY 2023 OtherProfessionalFeesSchedule
Name:
AINSLIE FOUNDATION
EIN:
81-4732333
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK SERVICES CHARGES 165 165   0
TAX FILING FEES 403 0   403


TY 2023 TaxesSchedule
Name:
AINSLIE FOUNDATION
EIN:
81-4732333
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 616,378 0   0


TY 2023 TransfersFrmControlledEntities
Name:
AINSLIE FOUNDATION
EIN:
81-4732333
Name US /
Foreign Address		 EIN Description Amount
MAVERICK SEED FUND LTD 1900 N PEARL STREET 20TH FLOOR
DALLAS,TX75201 		98-1007087 01/01/2023 - REDEMPTION OF 1,786.50 SHARES OF MAVERICK SEED FUND, LTD. 0
MAVERICK SEED FUND LTD 1900 N PEARL STREET 20TH FLOOR
DALLAS,TX75201 		98-1007087 10/01/2023 - REDEMPTION OF 8,930.04 SHARES OF MAVERICK SEED FUND, LTD. 0
MAVERICK SEED FUND LTD 1900 N PEARL STREET 20TH FLOOR
DALLAS,TX75201 		98-1007087 12/01/2023 - REDEMPTION OF 29,264.03 SHARES OF MAVERICK SEED FUND, LTD. 0
Total     51,516,035