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
BLAVATNIK FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)C/O ACCESS INC 40 WEST 57TH ST 28FL
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10019
A Employer identification number

81-2444350
B Telephone number (see instructions)

(203) 622-7400
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$98,929,513J 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) 6,200,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 341,929 341,929  
4 Dividends and interest from securities... 3,507,924 3,507,924  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 112,734,052
b Gross sales price for all assets on line 6a 112,734,052
7 Capital gain net income (from Part IV, line 2)... 112,734,052
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
-2,469 -2,469  
12 Total. Add lines 1 through 11........ 122,781,436 116,581,436  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
36,687     36,687
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,262,000      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
647,635     647,635
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,946,322 0   684,322
25 Contributions, gifts, grants paid....... 69,425,051 69,425,051
26 Total expenses and disbursements. Add lines 24 and 25 72,371,373 0   70,109,373
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 50,410,063
b Net investment income (if negative, enter -0-) 116,581,436
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 47,857,010 98,508,696 98,508,696
3 Accounts receivable right arrow420,817
Less: allowance for doubtful accounts right arrow     420,817 420,817
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).......      
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)..........      
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) 47,857,010 98,929,513 98,929,513
Liabilities 17 Accounts payable and accrued expenses.......... 482,745 1,145,185
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)......... 482,745 1,145,185
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 47,374,265 97,784,328
29 Total net assets or fund balances (see instructions)..... 47,374,265 97,784,328
30 Total liabilities and net assets/fund balances (see instructions). 47,857,010 98,929,513
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
47,374,265
2
Enter amount from Part I, line 27a .....................
2
50,410,063
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
97,784,328
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
97,784,328
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 64,261 LYONDELL BASELL IND D 2020-01-01 2023-05-19
b 46,688 LYONDELL BASELL IND D 2020-01-01 2023-05-22
c 67,103 LYONDELL BASELL IND D 2020-01-01 2023-05-23
d 50,000 LYONDELL BASELL IND D 2020-01-01 2023-06-01
e 391,629 LYONDELL BASELL IND D 2020-01-01 2023-06-02
141,319 LYONDELL BASELL IND D 2020-01-01 2023-06-05
443,489 LYONDELL BASELL IND D 2020-01-01 2023-08-11
(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 5,849,903     5,849,903
b 4,253,036     4,253,036
c 6,118,921     6,118,921
d 4,336,595     4,336,595
e 35,215,247     35,215,247
12,792,196     12,792,196
44,168,154     44,168,154
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       5,849,903
b       4,253,036
c       6,118,921
d       4,336,595
e       35,215,247
      12,792,196
      44,168,154
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 2 112,734,052
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 1,620,482
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 1,620,482
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 1,620,482
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,595,288
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 45,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,640,288
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 3,653
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 16,153
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow16,153 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowDE
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowCPTC LLC Telephone no.right arrow (212) 247-6400

Located atright arrowACCESS INDUSTRIES 40 WEST 57TH STNew YorkNY ZIP+4right arrow10019
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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
CPTC LLC Trustee
1.00 		0    
access inc 40 WEST 57TH ST
NEW YORK,NY10019
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  
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 arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
0
b
Average of monthly cash balances.......................
1b
69,019,448
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
69,019,448
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
 
3
Subtract line 2 from line 1d.........................
3
69,019,448
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,035,292
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
67,984,156
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,399,208
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
3,399,208
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,620,482
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,620,482
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,778,726
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
1,778,726
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
1,778,726
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
70,109,373
b
Program-related investments—total from Part VIII-B..................
1b
 
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
70,109,373
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,778,726
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 40,054,676
b From 2019...... 148,755,047
c From 2020...... 134,510,509
d From 2021...... 35,584,090
e From 2022...... 39,895,384
f Total of lines 3a through e ........ 398,799,706
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 70,109,373
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)........ 		0
d Applied to 2023 distributable amount..... 1,778,726
e Remaining amount distributed out of corpus 68,330,647
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 5 467,130,353
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) ... 		40,054,676
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		427,075,677
10 Analysis of line 9:
a Excess from 2019.... 148,755,047
b Excess from 2020.... 134,510,509
c Excess from 2021.... 35,584,090
d Excess from 2022.... 39,895,384
e Excess from 2023.... 68,330,647
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
COLEL CHABAD


806 Eastern Parkway
BROOKLYN,NY11213 		None PC SUPPORT FOR JEWISH COMMUNITY 705,000
Mount Sinai Medical Center


One Gustave L Levy Place
new york,NY10029 		None PC support for medical research 700,000
THE PUBLIC THEATER


425 Lafayette Street
new york,NY10003 		None PC support for the arts 200,000
A BROADER WAY


420 Lexington Ave Suite 2520
New York,NY10170 		None PC Support for the arts 25,000
AHA FOUNDATION INC


130 7th Avenue Suite 236
New York,NY10011 		None PC support to end honor violence 15,000
AMERICA GIVES INC


1732 FIRST AVE Suite 27091
New York,NY10128 		None PC Supports and raises awareness of other charitable organizations and programs located in the United States, Israel, and other countries. 50,000
AMERICA ISRAEL FRIENDSHIP LEAGUE


134 East 39th Street
New York,NY10016 		None PC To support the relationship between the US and Israel 25,000
AMERICAN FRIENDS TEL AVIV UNIVERSIT


39 Broadway Suite 1510
New York,NY10006 		None PC Support for Education 6,000,000
AMERICANS FOR OXFORD INC


500 Fifth Avenue 32nd Floor
New York,NY10110 		None PC Support for education 85,460
DANCE LAB New York


433 West 34th Street Suite 19A
New York,NY10001 		None PC Support for the arts 75,000
CALIFORNIA FOOD AID INC


433 N Camden DR 60
Beverly Hills,CA90210 		None PC Supports Feeding Children 5,000
CAMBRIDGE IN AMERICA


1120 6th Avenue 17th Avenue
New York,NY10036 		None PC Support for Education 67,688
Chabad House of Harvard Square


38 Banks Street
Cambridge,MA02138 		None PC support for jewish community 1,250,000
CHAMAH


27 William Street Suite 613
New York,NY10005 		None PC support for jewish community 295,000
Charities Aid Foundation of America


225 REINEKERS LANE SUITE 375
Alexandria,VA22314 		None PC Support for world issues 137,473
CHILDREN MAKING TOMORROW


15075 Lincoln Rd Suite 700
Oak Park,MI48237 		None PC Support for Children 27,194
COLUMBIA UNIVERSITY


420 West 118th Street
New York,NY10027 		None PC SUPPORT FOR EDUCATION 1,340,000
Council on Foreign Relations


58 East 68th Street
New York,NY10021 		None PC Supports Foreign Policy and International Affairs 2,000,000
DANIELLA MOFFSON FOUNDATION


7 Times Square Suite 10036
New York,NY10036 		None PC community support 50,000
EZRAT ISRAEL INC


806 Eastern Parkway
Brooklyn,NY11213 		None PC Support for Jewish Community 40,804
FEDERATION JEWISH COMMUNITIES OF TH


410 Park Ave Suite 1500
New York,NY10022 		None PC Supports the development of Jewish Communities and rebuild Jewish Institutions 25,000
FRIENDS OF THE IDF


5555 Glenridge Connector Suite 200
Atlanta,GA30342 		None PC Support for the IDF 350,000
HARVARD UNIVERSITY


124 Mt Auburn St 4th Fl
Cambridge,MA02138 		None PC Support for Education and Research 18,575,000
HILLEL FOUNDATION JEWISH CAMPUS LIF


800 Eighth Street NW
Washington,DC20001 		None PC Support for Jewish campus life in college 145,000
JEWISH AGENCY FOR ISRAEL


633 Third Avenue 21st Floor
New York,NY10017 		None PC Support for Jewish settlement in Israel 100,000
White Forest JEWISH COMMUNITY CENTE


531 Crown Street
Brooklyn,NY11213 		None PC SUPPORT FOR THE JEWISH COMMUNITY IN MOSCOW 750,000
JEWISH EDUCATION CENTER OF SOUTH FL


500 NE SPANISH RIVER BLVD Suite 16
BOCA RATON,FL33431 		None PC support for the Jewish community 10,000
Jewish Museum


1109 5th Avenue
New York,NY10128 		None PC Support Preservation of Jewish History 15,000
JOHNNY MAC TENNIS PROJECT


One Randalls Island
New York,NY10035 		None PC Support for the sport of Tennis 25,000
Maimonides Medical Center


4802 Tenth Avenue
Brooklyn,NY11219 		None PC support for medical research 10,000
MAZEL DAY SCHOOL


2901-15 Brighton 6th Street
Brooklyn,NY11235 		None PC Support for Jewish Education 30,000
MEMRI


1819 L St NW 5th Floor
Washington,DC20036 		None PC Support for the media 25,000
NEW 42ND STREET INC


229 West 42nd Street 10th Floor
New York,NY10036 		None PC Support for the arts 171,428
NEW AMER ASSOC CULTURE EDUCATION


178 Beaumont St
Brooklyn,NY11235 		None PC Support for culture and education 5,000
PAN MASSACHUSETTS CHALLENGE


77 4th Avenue
Needham,MA02494 		None PC support for cancer research and treatment 50,000
PARK EAST Synagogue


164 East 68th Street
New York,NY10065 		None PC Support for Jewish Education 500,000
PEF Israel Endowment Fund Inc


630 Third Ave Ste 1501
New York,NY10017 		None PC Support for Israeli causes 1,550,000
Ronald McDonald House of NY


405 East 73rd Street
New York,NY10021 		None PC Support for pediatric cancer patients and their families 500,000
SABIN VACCINE INSTITUTE


2000 Pennsylvania Ave NW 7100
Washington,DC20006 		None PC Support for the city of tel Aviv 50,000
STRAVINSKY INSTITUTE FOUNDATION


65 Hillside Avenue Suite 4F
New York,NY10040 		None PC Supports Music and Cultural Exchange 310,000
THE NEW YORK ACADEMY OF SCIENCE


7 World Trade Center
New York,NY10007 		None PC Support for SCIENTIFIC RESEARCH AND KNOWLEDGE 4,536,035
TZIVOS HASHEM


332 Kingston Avenue
Brooklyn,NY11213 		None PC Support for the physical and spiritual needs of Jewish children 100,000
UNIVERSITY OF PENNSYLVANIA


2929 Walnut Street Suite 300
Philadelphia,PA19104 		None PC Support for Education 500,000
USHER 1F COLLABORATIVE


321 WALNUT STREET 228
Newtonville,MA02460 		None PC Medical Support for Vision Usher Syndrome Type 1F 50,000
WEIDENFELD HOFFMAN TRUST


Park End Street
Oxford   OX1 1HP
UK 		None PC Support for Education 59,785
WILD EARTH WILDERNESS SCHOOL


2307 LUCAS TURNPIKE
High Falls,NY12440 		None PC Nature Based Program for Children and Families 10,000
YALE UNIVERSITY


157 Church St PO Box 2038
New Haven,CT06521 		None PC Support for Education 6,000,000
YEHUDI INC


3790 Royal Palm Ave
Miami Beach,FL33140 		None PC support for jewish culture 7,500
MACCABI WORLD UNION INC


520 Eighth Avenue 4th Floor
NEW YORK,NY10018 		None PC Support FOR Sports ACTIVITIES 125,000
Middlebury College


131 S Main Street
MIDDLEBURY,VT05753 		None PC SUPPORT FOR EDUCATION 100,000
NEW YORK CITY BALLET


20 Lincoln Center
NEW YORK,NY10023 		None PC Support for the performing arts 500,000
NYU Medical Center


One Park Avenue 17th Floor
NEW YORK,NY10016 		None PC SUPPORT FOR MEDICAL RESEARCH 1,000,000
USA Swimming Foundation


1 Olympic Plaza
COLORADO SPRINGS,CO80909 		None SO I Support for the sport of swimming 15,500
AMERICAN SCHOOL IN LONDON FOUNDATIO


15 ROSZEL ROAD
PRINCETON,NJ08540 		None PC SUPPORT FOR EDUCATION 262,389
BEAT THE STREETS WRESTLING INC


252 West 37th Street Suite 400
new york,NY10018 		None PC support for students 10,000
CREATIVE COMMUNITY FOR PEACE


PO Box 341069
los angeles,CA90034 		None PC Support Israel Emergency Alliance to combat extremism 25,000
Friends of the British Council USA


1025 Connecticut Ave Suite 1000
washington,DC20036 		None PC Support fellowships 374,860
NAMES NOT NUMBERS INC


90 Laurel Hill Terrace Suite 6-I
new york,NY10033 		None PC holocaust education 166,667
National Academy of Sciences


2101 Constitution Avenue NW
washington,DC20418 		None PC support for scientific research 200,000
RIVERKEEPER


20 Secor Road
ossining,NY10562 		None PC Support ecological safeguards 15,000
American Friends of Policy Exchange


950 Third Ave 32nd Flr
new york,NY10022 		None PC to promote policies that deliver better public services, a stronger society and more dynamic economy 37,637
Blue Lab Preservation Society


5454 Pine Tree Drive
miami,FL33140 		None PC support for expanding existing artificial reefs 50,000
Brandeis University


415 South Street
waltham,MA02454 		None PC support for education 50,000
Chabad Jewish Comm of Central Londo


3605 Long Beach Blvd Suite 338
long beach,CA90807 		None PC support for jewish community 1,298,550
Georgia Tech Foundation Inc


760 Spring Street Suite 400
atlanta,GA30308 		None PC support for education 50,000
United Way of Greenwich


500 W Putnam Avenue 415
greenwich,CT06830 		None PC support for communities to advance the common good 50,000
AMER FRIENDS NATIONAL PORTRAIT GALL


31 West 34th Street 7th Floor 701
NEW YORK,NY10001 		None PC SUPPORT FOR THE ARTS 2,537,500
CHABAD RUSSIAN CENTER OF SOUTHERN F


250 Sunny Isles Blvd 3
SUNNY ISLES BEACH,FL33160 		None PC Support for the Jewish community 150,000
CHAPEL YORK US Foundation


1350 Sixth Avenue Floor 2
NEW YORK,NY10022 		None PC SUPPORT FOR PHILANTHROPIC ACTIVITIES WORLDWIDE 24,646
National Youth Orchestra of GB


10 Great Turnstile
london   WC1V 7JU
UK 		None PC support for exposing teenage musicians and audiences to orchestral music 63,685
UNIVERSITY OF CALIFORNIA BERKELEY


1995 University Avenue Suite 400
BERKELEY,CA94704 		None PC SUPPORT FOR EDUCATION 50,000
AMERICAN FRIENDS VICTORIAALBERT MUS


1301 AVENUE OF THE AMERICAS
NEW YORK,NY10019 		None PC support for art and design 1,218,920
SCHOOL OF AMERICAN BALLET


70 Lincoln Center Plaza Floor 5
new york,NY10023 		None PC support for the performing arts 100,000
Amer Friends of Jewish Campus Berli


405 Crown Street
brooklyn,NY11225 		None PC support for jewish causes 1,132,040
Better Future for Israel


492C Cedar Lane 114
teaneck,NJ07666 		None PC support for the people of israel 20,000
Friends Babi Yar Holocaust Memorial


3340 Veterans Memorial Highway
bohemia,NY11716 		None PC to support the memory of victims of the babyn yar tragedy and holocaust 50,000
Milken Center for Advancing Amer Dr


730 15th Street NW
washington,DC20005 		None PC To advance economic and social mobility for all 1,000,000
Moore Impact Inc


2590 Welton St Suite 200
denver,CO80205 		None PC To provide agile, thoughtful, and expansive support to individuals, families, and organizations in order to help changemakers solve some of the worlds greatest challenges 4,125,459
Temple Emanu-El of Greater Miami


1701 Washington Ave
miami beach,FL33139 		None PC support for jewish causes 50,000
NLI USA Inc


25 W 45th Street Suite 1405
new york,NY10036 		None PC to enhance and expand the impact of the Librarys collections, cultural programs, and educational resources 500,000
BETH ISRAEL DEACONESS MEDICAL CENTE


330 BROOKLINE AVENUE
BOSTON,MA02215 		None PC SUPPORT FOR MEDICAL RESEARCH 665,364
ENTERTAINMENT INDUSTRY FOUNDATION


10880 Wilshire Boulevard Suite 1400
Los Angeles,CA90024 		None PC support for health, educational and social issues 50,000
Imagination Productions


11110 W Oakland Park Blvd Suite 288
Sunrise,FL33351 		None PC TO STRENGTHEN YOUNG PEOPLE'S UNDERSTANDING OF, AND ENDURING CONNECTION TO, ISRAEL, JUDAISM AND THE JEWISH PEOPLE, AND TO ADDRESS THE CHALLENGES YOUNG JEWS FACE TODAY 83,333
Jacob's Pillow Dance Festival


358 George Carter Road
Becket,MA01223 		None PC support for the Presentation, Creation, Education, Preservation and Engagement of and with Dance 166,668
Fresh Air Fund


633 Third Avenue 14th Floor
New York,NY10017 		None PC Support for Summer experiences for children of low income neighborhoods 110,000
AMERICAN LIVER FOUNDATION


39 Broadway Suite 2700
New York,NY10006 		None PC to promote education, advocacy, support services and research for the prevention, treatment and cure of liver disease 30,000
Woodrow Wilson Int'l Center for Sch


1300 Pennsylvania Ave NW
Washington,DC20004 		None PC Support for education 100,000
SIMON WIESENTHAL CENTER


1399 S Roxbury Road
Los Angeles,CA90035 		None PC Museum focusing on racism in America and the history of the Holocaust. 25,000
Central Park Conservancy


14 East 60th Street
New York,NY10022 		None PC Support Central Park Preservation 50,000
CHAI LIFELINE


151 West 30th Street
New Yok,NY10001 		None PC Support Children battling Cancer 60,785
God's Love We Deliver


166 Avenue of the Americas
New York,NY10013 		None PC Supports making and delivery of Meals to the Sick. 100,000
Lighthouse Guild International


250 West 64th Street
New York,NY10023 		None PC Supports Correction of Vision Impairments. 225,000
International Student House Inc


1825 R Street
Washington,DC20009 		None PC promotes inter-cultural dialogue, encourages life-long connections, and fosters global citizenship. 25,000
Carnegie Hall Society


881 Seventh Avenue
New York,NY10019 		None PC mission is to present extraordinary music and musicians. 2,500,000
Natl Coalition Supporting Eurasian


1120 20th Street NW Suite 300-N
Washington,DC20036 		None PC Support FOR the Jewish Community. 25,000
Fordham University


441 East Fordham Road
Bronx,NY10458 		None PC Support for Education 62,500
Mass Eye and Ear Infirmary


243 Charles Street
Boston,MA02114 		None PC Supports Vision and Hearing Research 333,333
Emory University


1762 Clifton Road
Atlanta,GA30322 		None PC Support for Education 50,000
Community Security Trust CST


Shield House Harmony Way
London   NW4 2BZ
UK 		None PC Protects British Jews from terrorism and antisemitism 313,650
Second Stage Theatre


1501 Broadway Suite 518
New York,NY10036 		None PC Support for the Theater Arts 20,000
City Report Inc


228 East 45th Street M97
New York,NY10017 		None PC Supports Free Digital News Platforms 200,000
Tikva Corp


8 Henderson Drive
West Caldwell,NJ07006 		None PC Supports aid and education to Jewish Children in Ukraine 10,000
Congregation Kneseth IL


728 Empire Avenue
Far Rockaway,NY11691 		None PC Support FOR THE Jewish Community 10,000
Arthur Miller Foundation


56 West 12th Street 2
New York,NY10011 		None PC Support FOR the Theater Arts 20,000
By Kids Inc


330 West End Ave 7A
New York,NY10023 		None PC Supports youth created Documentaries 25,000
California Innocence Project Founda


2869 Historic Decatur Road
San Diego,CA92106 		None PC Works to free the innocent and prevent wrongful convictions 25,000
Americans for the Israeli Third Way


666 Third Avenue
New York,NY10017 		None PC Support FOR the State of Israel and Jewish people 20,000
Himalayan Youth Foundation Inc


106 S Interlachen Avenue No 619
Winter Park,FL32789 		None PC Support Underprivileged Children in the Himalayan region 5,000
Fund for the City of New York Inc


121 Avenue of the Americas 6th Fl
New York,NY10013 		None PC Supports improving the quality of life for underserved Communities everywhere 100,000
Jerusalem Foundation Inc


420 Lexington Avenue Suite 1645
NEW YORK,NY10170 		None PC SUPPORT FOR JEWISH CAUSES 25,000
NATL COMMITTEE FURTHERANCE OF JEWIS


824 Eastern Pkwy
BROOKLYN,NY11213 		None PC SUPPORT FOR JEWISH EDUCATION 10,000
Community Fdn for Northeast Georgia


6500 SUGARLOAF PARKWAY SUITE 220
DULUTH,GA30097 		None PC SUPPORT FOR THE arts, education, faith-based organizations, community service and health care 50,000
Zuccarellostiftelsen


vre Slottsgate 3
OSLO   0157
NO 		None PC TO PROMOTE a society where all children and young people who want to engage in sports and physical activity have the opportunity to participate 19,154
Arbutus Foundation Inc


441 Broadway 3rd Floor
NEW YORK,NY10013 		None PC SUPPORT FOR fostering a more joyful and imaginative world through diverse initiatives 25,000
PARK THEATRE


CLIFTON TERRACE
FINSBURY PARK,LONDONN4 3JP
UK 		None PC SUPPORT FOT THE THEATRE ARTS 12,538
Yad Yisroel


1070 38th Street
BROOKLYN,NY11219 		None PC SUPPORT FOR JEWISH LIFE IN FORMER SOVIET UNION AND BELARUS 236,700
CASH FOR REFUGEES INC


250 Beacon Street Apt 17
BOSTON,MA02116 		None PC financial support for refugees 25,000
Achilles International Inc


315 West 39th Street Suite 205
new york,NY10018 		None PC support for breaking down barriers and change perceptions about the capabilities of people with disabilities, both in sports and in everyday life. 25,000
Global Creative Initiative Planet I


522 Metropolitan Avenue 7
BROOKLYN,NY11211 		None PC TO provide support and enrichment to children and young people in hospitals, hospices, orphanages, and those with disabilities worldwide through music and creative experiences 25,000
Friends of Jewish Comm S Petersburg


1491 Union Street
BROOKLYN,NY11213 		None PC SUPPORT FOR JEWISH COMMUNITY IN ST. PETERSBURG 25,000
Storm King Art Center


1 Museum Road
NEW WINDSOR,NY12553 		None PC SUPPORT FOR THE ARTS 25,000
Int Ctr Global Communications Found


124 E 118th Street Suite 4R
NEW YORK,NY10035 		None PC SUPPORT FOR CREATION OF a more interconnected and informed global community, using media as a tool for education, understanding, and positive change. 25,000
Merona Leadership Foundation


16027 Ventura Blvd 550
ENCINO,CA91436 		None PC support for pro-Israel activists, educational initiatives, technological innovation, and philanthropic networking to promote and strengthen the U.S.-Israel relationship across various platforms and demographics. 50,000
JCC Dubai


595 Lefferts Avenue
BROOKLYN,NY11203 		None PC SUPPORT FOR THE JEWISH COMMUNITY 100,000
THE FORWARD ASSOCIATION


125 MAIDEN LANE 8TH FLR
NEW YORK,NY10038 		None PC SUPPORT to bridge divides within the community and promote a deeper understanding of Jewish identity and issues affecting Jews today 10,000
Friends of Be an Angel Inc


740 West Glen Oaks Lane
MEQUON,WI53092 		None PC TO empower children with disabilities and provide essential support to their families, fostering a more inclusive and understanding community. 250,000
Intl Generosity Foundation Trust


1901 Ulmerton Road Suite 400
CLEARWATER,FL33762 		None PC SUPPORT FOR facilitating and promoting global philanthropy by providing a reliable, efficient, and cost-effective platform for international charitable giving. 93,583
American Friends of PSE


2617 Lincoln Avenue
BELMONT,CA94002 		None PC SUPPORT TO provide educational opportunities and support to the most vulnerable children in Cambodia. 32,125
Amer Friends Oxford Philharmonic Or


864 Lexington Avenue 2nd floor
NEW YORK,NY10065 		None PC to support and promote the Oxford Philharmonic Orchestra's activities, particularly in the United States, while fostering cultural exchange and musical excellence 19,098
Hamptons International Film Festiva


79 Newtown Lane
EAST HAMPTON,NY11937 		None PC to create a vibrant platform for independent cinema while educating and engaging the community in meaningful discussions about film and its impact on society 25,000
Total .................................right arrow 3a 69,425,051
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 341,929  
4 Dividends and interest from securities ....     14 3,507,924  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 112,734,052  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFX loss 		    14 -2,469  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   116,581,436  
13Total. Add line 12, columns (b), (d), and (e)..................
13
116,581,436
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID: 23017517
Software Version: 2023v5.1


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
BLAVATNIK FAMILY FOUNDATION
 
Employer identification number

81-2444350
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
BLAVATNIK FAMILY FOUNDATION
  		Employer identification number
81-2444350
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
AIPH HOLDINGS LLC
ACCESS IND 40 WEST 57TH ST
 
NEW YORK, NY10019

$ 112,213,312


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
SERGEY KARPUKHOVICH
C/O AVERIS PTE LTD 70 Shenton
 
SHENTON, SHENTON #11-03S.79118SN

$ 6,200,000


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

$  


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

$  


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

$  


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

$  


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

81-2444350
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 1,204,489 shares of lyondellbasell industries (nyse: lyb) $ 112,213,312 2023-08-10
(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
BLAVATNIK FAMILY FOUNDATION
  		Employer identification number

81-2444350
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: 23017517
Software Version: 2023v5.1

TY 2023 OtherExpensesSchedule
Name:
BLAVATNIK FAMILY FOUNDATION
EIN:
81-2444350
Software ID:
23017517
Software Version:
2023v5.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
allocated ADMINISTRATIVE COSTS 645,185     645,185
Dues & Subscriptions 2,450     2,450


TY 2023 OtherIncomeSchedule2
Name:
BLAVATNIK FAMILY FOUNDATION
EIN:
81-2444350
Software ID:
23017517
Software Version:
2023v5.1
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FX loss -2,469 -2,469  


TY 2023 OtherProfessionalFeesSchedule
Name:
BLAVATNIK FAMILY FOUNDATION
EIN:
81-2444350
Software ID:
23017517
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
outside services 36,007 0 0 36,007
Professional fees 680 0 0 680


TY 2023 TaxesSchedule
Name:
BLAVATNIK FAMILY FOUNDATION
EIN:
81-2444350
Software ID:
23017517
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
excise taxes 2,262,000