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
LOUIS J KURIANSKY FOUNDATION INC
C/O EDWARD BACKER
Number and street (or P.O. box number if mail is not delivered to street address)43 HARBOR DRIVE-UNIT 500
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
STAMFORD, CT06902
A Employer identification number

06-6035305
B Telephone number (see instructions)

(203) 366-5876
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$2,020,612J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 3 3  
4 Dividends and interest from securities... 52,752 50,039  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -75,524
b Gross sales price for all assets on line 6a 1,525,139
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
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
101,347 101,347  
12 Total. Add lines 1 through 11........ 78,578 151,389  
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).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,622 122   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,050 0   50
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,672 122   50
25 Contributions, gifts, grants paid....... 142,700 142,700
26 Total expenses and disbursements. Add lines 24 and 25 146,372 122   142,750
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -67,794
b Net investment income (if negative, enter -0-) 151,267
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......... 13,160 55,583 55,583
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) 140,000 Click to see attachment
List of Attached Documents:
// Content
96,349 		98,494
b Investments—corporate stock (attach schedule)....... 725,183 Click to see attachment
List of Attached Documents:
// Content
361,284 		377,882
c Investments—corporate bonds (attach schedule)....... 61,311 Click to see attachment
List of Attached Documents:
// Content
246,520 		248,690
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).......... 612,159 Click to see attachment
List of Attached Documents:
// Content
729,232 		1,239,963
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) 1,551,813 1,488,968 2,020,612
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) Click to see attachment
List of Attached Documents:
// Content
982,700 		Click to see attachment
List of Attached Documents:
// Content
987,649
23 Total liabilities (add lines 17 through 22)......... 982,700 987,649
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 569,113 501,319
29 Total net assets or fund balances (see instructions)..... 569,113 501,319
30 Total liabilities and net assets/fund balances (see instructions). 1,551,813 1,488,968
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
569,113
2
Enter amount from Part I, line 27a .....................
2
-67,794
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
501,319
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
501,319
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 MORGAN STANLEY #23500 P    
b MORGAN STANLEY #23500 P    
c MORGAN STANLEY #23500 P    
d MORGAN STANLEY #23500 P    
e CAPITAL GAINS DIVIDENDS P    
(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 747,277   767,969 -20,692
b 245,965   242,000 3,965
c 215,170   249,383 -34,213
d 316,496   341,311 -24,815
e 231     231
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       -20,692
b       3,965
c       -34,213
d       -24,815
e       231
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 -75,524
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 2,103
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 2,103
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 2,103
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,022
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,500
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,522
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 48
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 2,371
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow2,371 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
 
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 arrowCT
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 arrowEDWARD BACKER Telephone no.right arrow (203) 355-0673

Located atright arrow43 HARBOR DRIVE UNIT 500STAMFORDCT ZIP+4right arrow06902
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
EDWARD BACKER PRESIDENT
0.00 		0 0 0
43 HARBOR DRIVE UNIT 500
STAMFORD,CT06902
JOYCE B SHAPIRO SECRETARY & TREASURER
0.00 		0 0 0
1 STRAWBERRY HILL COURT UNIT 4C
STAMFORD,CT06902
JOAN KURIANSKY VICE-PRESIDENT
0.00 		0 0 0
1870 WYOMING AVENUE NW APT 702
WASHINGTON,DC20009
SARY BACKER DIRECTOR
0.00 		0 0 0
43 HARBOR DRIVE UNIT 500
STAMFORD,CT06902
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  
2  
All other program-related investments. See instructions.
3  
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
1,937,253
b
Average of monthly cash balances.......................
1b
49,347
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,986,600
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
1,986,600
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
29,799
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,956,801
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
97,840
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
97,840
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,103
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,103
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
95,737
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
95,737
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
95,737
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
142,750
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
142,750
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 95,737
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 44,655
b From 2019...... 14,490
c From 2020...... 32,356
d From 2021...... 59,726
e From 2022...... 42,971
f Total of lines 3a through e ........ 194,198
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 142,750
a Applied to 2022, but not more than line 2a 0
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..... 95,737
e Remaining amount distributed out of corpus 47,013
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 5 241,211
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 .......... 		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) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		44,655
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		196,556
10 Analysis of line 9:
a Excess from 2019.... 14,490
b Excess from 2020.... 32,356
c Excess from 2021.... 59,726
d Excess from 2022.... 42,971
e Excess from 2023.... 47,013
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

AMERICAN FRIENDS OF NSWAS

229 NORTH CENTRAL AVENUE 401
GLENDALE,CA91203 		NONE 501(C)(3) ART EXHIBITIONS AND PROGRAMS 2,750

AMERICAN FRIENDS OF THE PARENTS CIRCLE

2248 BROADWAY 1531
NEW YORK,NY10024 		NONE 501(C)(3) YOUTH PEACE CAMP OR GENERAL SUPPORT 2,000

AMERICAN JEWISH WORLD SERVICE

PO BOX 568
ETNA,NH03750 		NONE 501(C)(3) GENERAL SUPPORT 400

BACK TO SCHOOL SHOP

1127 HIGH RIDGE ROAD 232
STAMFORD,CT06905 		NONE 501(C)(3) SCHOOL SUPPLIES AND RELATED ITEMS 2,000

BEND THE ARC

330 SEVENTH AVENUE STE 1900
NEW YORK,NY10001 		NONE 501(C)(3) DOMESTIC CIVIL RIGHTS ISSUES 7,400

CENTER FOR GLOBAL STUDIESNORWALK PUBLIC SCHOOLS

300 HIGHLAND AVENUE
NORWALK,CT06854 		NONE 501(C)(3) JAPAN BOWL TRIP 750

CONGREGATION AGUDATH SHOLOM

301 STRAWBERRY HILL AVENUE
STAMFORD,CT06902 		NONE 501(C)(3) SYNAGOGUE SUPPORT 2,500

FRIENDS OF THE IDF

60 EAST 42ND STREET
NEW YORK,NY10165 		NONE 501(C)(3) EDUCATIONAL SCHOLARSHIPS FOR VETERANS 16,000

JEWISH SENIOR SERVICES

4200 PARK AVENUE
BRIDGEPORT,CT06604 		NONE 501(C)(3) ELDERLY RESIDENCE SUPPORT 22,500

JEWS UNITED FOR JUSTICE

PO BOX 41485
WASHINGTON,DC20018 		NONE 501(C)(3) CIVIL AND HUMAN RIGHTS SUPPORT 1,800

LILLITH MAGAZINE

119 WEST 57TH STREET 120
NEW YORK,NY10019 		NONE 501(C)(3) WOMEN'S PROGRAMS 500

LOFT ARTISTS ASSOCIATION

PO BOX 113313
STAMFORD,CT06911 		NONE 501(C)(3) ARTISTIC AND CULTURAL SUPPORT 1,000

MS FOUNDATION

12 METROTECH CENTER 26TH FLOOR
BROOKLYN,NY11201 		NONE 501(C)(3) GENERAL SUPPORT 2,000

NATIONAL MUSEUM OF WOMEN IN THE ARTS

1250 NEW YORK AVENUE NW
WASHINGTON,DC20005 		NONE 501(C)(3) MUSEUM COLLECTION SUPPORT 3,000

NATIONAL WOMENS LAW CENTER

PO BOX 200871
PITTSBURGH,PA15251 		NONE 501(C)(3) GENERAL SUPPORT 1,000

NEW ISRAEL FUND

6 EAST 39TH STREET SUITE 301
NEW YORK,NY10016 		NONE 501(C)(3) CIVIL AND HUMAN RIGHTS SUPPORT 23,000

OR HALEV FOUNDATION

340 S LEMON AVENUE 8404
WALNUT,CA91789 		NONE 501(C)(3) GENERAL SUPPORT 3,600

PEF ISRAEL ENDOWMENT FUND

630 3RD AVENUE SUITE 1501
NEW YORK,NY10017 		NONE 501(C)(3) EDUCATIONAL ECOLOGICAL ACTIVITIES 7,000

PROJECT KESHER

2660 BROADWAY 116
NEW YORK,NY10025 		NONE 501(C)(3) US AND ISRAEL WOMEN'S NEEDS 6,500

REGROW ISRAEL

68 DERECH HAMACABIM
RISHON LETZION   7505101
IS 		NONE 501(C)(3) EMOTIONAL AID FOR EVACUATED CHILDREN 17,500

SPECIAL EDUCATION LEGAL FUND

PO BOX 7855
GREENWICH,CT06836 		NONE 501(C)(3) NEEDY FAMILIES LEGAL SUPPORT 1,500

STAMFORD ART ASSOCIATION

39 FRANKLIN STREET
STAMFORD,CT06901 		NONE 501(C)(3) ARTISTIC AND CULTURAL SUPPORT 1,000

STAMFORD HIGH SCHOOL SCHOLARSHIP

55 STRAWBERRY HILL AVENUE
STAMFORD,CT06902 		NONE 501(C)(3) SCHOLARSHIP AND PROGRAM SUPPORT 2,000

STAMFORD HIGH SCHOOL

55 STRAWBERRY HILL AVENUE
STAMFORD,CT06902 		NONE 501(C)(3) SCHOLARSHIP AND PROGRAM SUPPORT 5,000

THE ADAM INSTITUTE FOR DEMOCRACY AND PEACE

630 THIRD AVENUE 15 FLOOR
NEW YORK,NY10017 		NONE 501(C)(3) EDUCATION FOR DEMOCRACY, CIVIL JUSTICE AND CONFLICT RESOLUTION. 5,000

UJF OF GREATER STAMFORD

1035 NEWFIELD AVENUE - SUITE 200
STAMFORD,CT06905 		NONE 501(C)(3) ANNUAL CAMPAIGN AND PROGRAMS 5,000
Total .................................right arrow 3a 142,700
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 ........... 		    14 3  
4 Dividends and interest from securities ....     14 52,752  
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 .....     14 101,347  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -75,524  
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 78,578 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
78,578
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 InvestmentsCorpBondsSchedule
Name:
LOUIS J KURIANSKY FOUNDATION INC
 
C/O EDWARD BACKER
EIN:
06-6035305
Name of Bond End of Year Book Value End of Year Fair Market Value
50000 GS MARKET LINKED NOTE SPX 50,520 51,550
33000 UBS 10.1% CONTINGENT AUTOCALL BAG 33,000 32,885
33000 UBS 9.25% CONTINGENT AUTOCALL AAPL 33,000 32,182
50000 BCS 16.75% CONTINGENT AUTOCALL NVDA 50,000 51,775
40000 JPM 11.6% CONTINGENT AUTOCALL UBER 40,000 40,000
40000 MS 10.45% CONTINGENT AUTOCALL LOW 40,000 40,298

TY 2023 InvestmentsCorpStockSchedule
Name:
LOUIS J KURIANSKY FOUNDATION INC
 
C/O EDWARD BACKER
EIN:
06-6035305
Name of Stock End of Year Book Value End of Year Fair Market Value
500 SHS AMAZON INC 68,306 75,970
500 SHS ALPHABET INC CL A 62,653 69,845
GS 16% CONTINGENT AUTOCALL TSLA 35,000 32,795
2000 SHS STARWOOD PROPERTY TRUST INC 41,861 42,040
UBS 10.6% CONTINGENT AUTOCALL AXP 35,000 34,965
135 SHS ABBVIE INC COM 20,712 20,921
400 SHS CVS HEALTH CORP COM 28,440 31,584
40 SHS NVIDIA CORPORATION 17,586 19,809
300 SHS OCCIDENTAL PETROLEUM CORP DE 19,205 17,913
1000 SHS SUNCOR ENERGY INC 32,521 32,040

TY 2023 InvestmentsGovtObligationsSch
Name:
LOUIS J KURIANSKY FOUNDATION INC
 
C/O EDWARD BACKER
EIN:
06-6035305
US Government Securities - End of Year Book Value:

96,349
US Government Securities - End of Year Fair Market Value:

98,494
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 InvestmentsOtherSchedule2
Name:
LOUIS J KURIANSKY FOUNDATION INC
 
C/O EDWARD BACKER
EIN:
06-6035305
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ST. LOUIS GEORGETOWN ASSOC. LLC AT COST 54,819 297,600
6000 SHS INVESCO PREFERRED ETF AT COST 78,830 68,820
3100 SHS NUVEEN MUNICIPAL CREDIT INC FD AT COST 38,821 36,642
2000 SHS NUVEEN QUALITY MUNI INC FUND AT COST 29,163 22,900
200 SHS VANGUARD CONSM STPLES ET ETF AT COST 40,341 38,192
1500 SHS DOUBLELINE INCOME SOLUTIONS FD AT COST 17,706 18,360
1350 SHS FIDELITY TOTAL BOND ETF AT COST 61,585 62,154
785 SHS JPM NASDAQ EQUITY PREMIUM AT COST 38,444 39,195
890 SHS JPMORGAN EQUITY PREMIUM INCO AT COST 49,836 48,932
183 SHS VANGUARD DIVIDEND APPRECIATION AT COST 29,361 31,183
263 SHS VANGUARD ENERGY ETF AT COST 30,430 30,845
190 SHS VANGUARD HEALTH CARE ETF AT COST 45,902 47,633
137 SHS VANGUARD MID CAP VALUE ETF AT COST 20,241 19,866
75 SHS VANGUARD MIDCAP GROWTH ETF AT COST 15,110 16,468
71 SHS VANGUARD SM CAP GROWTH ETF AT COST 16,022 17,166
115 SHS VANGUARD SM CAP VALUE ETF AT COST 20,495 20,697
485 SHS VANGUARD TOTAL INTL BOND ETF AT COST 23,928 23,942
4698.497 LORD ABBETT BOND DEB A AT COST 33,201 33,265
7247.053 LORD ABBETT BOND DEB C AT COST 51,898 51,454
3537.799 LORD ABBETT CORE FIXED INC A AT COST 33,099 33,149
FAIRFAX MERRIFIELD ASSOCIATES AT COST 0 281,500

TY 2023 OtherExpensesSchedule
Name:
LOUIS J KURIANSKY FOUNDATION INC
 
C/O EDWARD BACKER
EIN:
06-6035305
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSE 50 0   50
ADMINISTRATIVE FEE 1,000 0   0


TY 2023 OtherIncomeSchedule2
Name:
LOUIS J KURIANSKY FOUNDATION INC
 
C/O EDWARD BACKER
EIN:
06-6035305
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FAIRFAX MERRIFIED ASSOC. L.P. TRUST 45,870 45,870 45,870
ST. LOUIS GEORGETOWN ASSOC. L.P. TRUST 32,385 32,385 32,385
MORGAN STANLEY #23500 - OTHER INCOME 19,740 19,740 19,740
MORGAN STANLEY #23500 - OTHER INCOME 3,352 3,352 3,352


TY 2023 OtherLiabilitiesSchedule
Name:
LOUIS J KURIANSKY FOUNDATION INC
 
C/O EDWARD BACKER
EIN:
06-6035305
Description Beginning of Year - Book Value End of Year - Book Value
FAIRFAX MERRIFIELD ASSOC. II LLC - CAPITAL ACCOUNT (TAX BASIS) 982,700 987,649


TY 2023 TaxesSchedule
Name:
LOUIS J KURIANSKY FOUNDATION INC
 
C/O EDWARD BACKER
EIN:
06-6035305
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 2,500 0   0
FOREIGN TAX WITHHELD 122 122   0