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
THE MOSHE AND FRADY KALTER FOUNDATION
INC
% MOSHE KALTER
Number and street (or P.O. box number if mail is not delivered to street address)C/O MOSHE KALTER 1621 54TH STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BROOKLYN, NY11204
A Employer identification number

11-3283510
B Telephone number (see instructions)

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$29,233,992J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 472,107 472,107  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 87,625
b Gross sales price for all assets on line 6a 5,943,986
7 Capital gain net income (from Part IV, line 2)... 87,625
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
1,117 1,117  
12 Total. Add lines 1 through 11........ 560,849 560,849  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,250 0 0 0
c Other professional fees (attach schedule)....        
17 Interest............... 353,234 353,234    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,262 1,512    
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
21,310 17,427    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 381,056 372,173 0 0
25 Contributions, gifts, grants paid....... 940,008 940,008
26 Total expenses and disbursements. Add lines 24 and 25 1,321,064 372,173 0 940,008
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -760,215
b Net investment income (if negative, enter -0-) 188,676
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......... 60,161 113,324 113,324
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 arrow4,000,000
Less: allowance for doubtful accounts right arrow   4,000,000 Click to see attachment
List of Attached Documents:
// Content
4,000,000 		4,000,000
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)....... 10,808,645 Click to see attachment
List of Attached Documents:
// Content
6,608,887 		23,557,355
c Investments—corporate bonds (attach schedule)....... 2,127,424 Click to see attachment
List of Attached Documents:
// Content
2,134,219 		1,522,385
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) Click to see attachment
List of Attached Documents:
// Content
37,500 		Click to see attachment
List of Attached Documents:
// Content
40,928 		Click to see attachment
List of Attached Documents:
// Content
40,928
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 17,033,730 12,897,358 29,233,992
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
5,581,711 		Click to see attachment
List of Attached Documents:
// Content
2,205,553
23 Total liabilities (add lines 17 through 22)......... 5,581,711 2,205,553
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 11,452,020 10,691,805
29 Total net assets or fund balances (see instructions)..... 11,452,020 10,691,805
30 Total liabilities and net assets/fund balances (see instructions). 17,033,731 12,897,358
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
11,452,020
2
Enter amount from Part I, line 27a .....................
2
-760,215
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
10,691,805
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
10,691,805
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 GAIN ON SALE ETRADE 4418   2022-01-01 2023-12-31
b ST LOSS ON SALE MS 4018 (SEE ATTACHED)   2023-01-01 2023-12-31
c LT LOSS ON SALE MS 4018 (SEE ATTACHED)   2022-01-01 2023-12-31
d LT GAIN ON SALE MS 4018 (SEE ATTACHED)   2022-01-01 2023-12-31
e ST GAIN ON SALE OF 11,466.4120 SHS BLUE OWL CREDIT INCOME CORP.   2023-01-01 2023-12-29
LT GAIN ON SALE OF 111,676.7350 SHS BLUE OWL CREDIT INCOME CORP.   2022-01-01 2023-12-29
(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 400,264   174,884 225,380
b 153,612   170,966 -17,353
c 1,024,833   1,314,463 -289,588
d 3,195,417   3,082,024 113,393
e 108,931   106,702 2,229
1,060,929   1,007,365 53,564
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       225,380
b       -17,354
c       -289,630
d       113,393
e       2,229
      53,564
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 87,625
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 2,623
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 2,623
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 2,623
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 7,318
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 17,318
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 14,695
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow14,695 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? Click to see attachment
List of Attached Documents:
// Content
....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changesClick to see attachment
List of Attached Documents:
// Content
....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.Click to see attachment
List of Attached Documents:
// Content
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
 
No
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 arrowNY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowMOSHE KALTER Telephone no.right arrow (718) 961-1212

Located atright arrow1621 54TH STREETBROOKLYNNY ZIP+4right arrow11204
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    
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
No
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
 
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
No
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
 
 
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
MOSHE KALTER PRESIDENT
1.0 		0 0 0
1621 54TH STREET
BROOKLYN,NY11204
FRADY KALTER SECRETARY
1.0 		0 0 0
1621 54TH STREET
BROOKLYN,NY11204
ARYEH L KALTER OFFICER
1.0 		0 0 0
1621 54TH STREET
BROOKLYN,NY11204
SHEINDY E SAFFER OFFICER
1.0 		0 0 0
1621 54TH STREET
BROOKLYN,NY11204
MINDY L STEGER OFFICER
1.0 		0 0 0
1621 54TH STREET
BROOKLYN,NY11204
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
 
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
 
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
22,018,488
b
Average of monthly cash balances.......................
1b
86,742
c
Fair market value of all other assets (see instructions)................
1c
4,000,000
d
Total (add lines 1a, b, and c).........................
1d
26,105,230
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
2,205,552
3
Subtract line 2 from line 1d.........................
3
23,899,678
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
358,495
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
23,541,183
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,177,059
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
1,177,059
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,623
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,623
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,174,436
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
1,174,436
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
1,174,436
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
940,008
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
940,008
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 1,174,436
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 373,303
b Total for prior years:2021, 2020, 2019 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 940,008
a Applied to 2022, but not more than line 2a 373,303
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 566,705
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		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...... 		 
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 ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		607,731
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
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.
NONE
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

MESIVTA BEVET CHAZON-ISH

8210-21 AVE
BROOKLYN,NY11236 		NONE EOF TO HELP THE NEEDY 250

SHEMIRAS SEDORIM

667 8TH ST
LAKEWOOD,NJ08701 		NONE EOF TO HELP THE NEEDY 950

BAIS HATALMUD RABBINICAL INST

2127 82ND ST
BROOKLYN,NY11214 		NONE EOF TO HELP THE NEEDY 0

YESHIVA KETANA

346 W 89TH STREET
NEW YORK,NY10024 		NONE EOF TO HELP THE NEEDY 0

YESHIVA TORAS CHAIM

1170 WILLIAM ST
HEWLETT,NY11557 		NONE EOF TO HELP THE NEEDY 0

MISCELLANEOUS DONATIONS

1621 54TH STREET
BROOKLYN,NY11204 		NONE EOF TO HELP THE NEEDY 13,090

BAIS SHAINDEL HIGH SCHOOL FOR GIRLS

685 RIVER AVE
LAKEWWOOD,NJ08701 		NONE EOF TO HELP THE NEEDY 20,600

CONGREGATION SONS OF JUDAH

5311 16th Ave
BROOKLYN,NY11204 		NONE EOF TO HELP THE NEEDY 29,501

CHEDER TORAS ZEV

108 CHATEAU DR
LAKEWOOD,NJ08701 		NONE EOF TO HELP THE NEEDY 49,500

MISASKIM

5805 16TH AVE
BROOKLYN,NY11204 		NONE EOF TO HELP THE NEEDY 0

BETH MEDRASH GOVOHA

617 6TH ST
LAKEWOOD,NJ08701 		NONE EOF TO HELP THE NEEDY 0

CONGREGATION B'NAI MOSHE

6800 DRAKE RD
WEST BLOOMFIELD TOWNSH,MI48322 		NONE EOF TO HELP THE NEEDY 2,200

YESHIVA GEDOLAH-WOODLAKE VILLAGE

199 JOE PARKER RD
PO BOX 974
LAKEWOOD,NJ08701 		NONE EOF TO HELP THE NEEDY 0

YESHIVA AND MESIVTA KEREN HATORAH

1083 BROOK ROAD
LAKEWOOD,NJ08701 		NONE EOF TO HELP THE NEEDY 81,500

CONGREGATION ZICHRON MOSHE

342 E 20TH ST
NEW YORK,NY10003 		NONE EOF TO HELP THE NEEDY 189,400

CONGREGATION MINYAN MIR

5401 16TH AVENUE
BROOKLYN,NY11204 		NONE EOF TO HELP THE NEEDY 14,790

LEV BAIS YAAKOV

3574 NOSTRAND AVE
BROOKLYN,NY112295203 		NONE EOF TO HELP THE NEEDY 0

BNOS BIAS YAAKOV

622 FOSTER AVE
BROOKLYN,NY11230 		NONE EOF TO HELP THE NEEDY 0

CHASDEI ELIEZER LIMITED

30 PAGET ROAD
  LONDONN16 5NQ
UK 		NONE EOF TO HELP THE NEEDY 0

CONGREGATION ADATH JACOB

1569 47TH ST
BROOKLYN,NY11219 		NONE EOF TO HELP THE NEEDY 0

CONGREGATION KEHILLAS YAAKOV

7211 BEVERLY BLVD
LOS ANGELES,CA90036 		NONE EOF TO HELP THE NEEDY 0

CONGREGATION KEHILLAS BELZ

18 CONOVER CT
CLIFTON,NJ07012 		NONE EOF TO HELP THE NEEDY 28,910

CONG MOSDOS TOLDOS AHARON

777 KENT AVE 239
BROOKLYN,NY11205 		NONE EOF TO HELP THE NEEDY 1,000

GEMACH ZICHRON YAAKOV YESHAYA INC

61 RADIN VILLAGE DRIVE
LAKEWOOD,NJ08701 		NONE EOF TO HELP THE NEEDY 0

KEREN NESIVOS MOSHE

C/O DANIEL GOLDBERG 1541 47TH STRE
BROOKLYN,NY11219 		NONE EOF TO HELP THE NEEDY 0

KEREN ORAH

812 DITMAS AVENUE
BROOKLYN,NY11218 		NONE EOF TO HELP THE NEEDY 0

KHAL ATERES

C/O MOSHE KALTER 1621 54TH STREET
BROOKLYN,NY11204 		NONE EOF TO HELP THE NEEDY 0

KINGSWAY JEWISH CENTER

2810 NOSTRAND AVE
BROOKLYN,NY11229 		NONE EOF TO HELP THE NEEDY 0

KOLLEL SHOMREI

49 LAWRENCE AVENUE
LAWRENCE,NY11559 		NONE EOF TO HELP THE NEEDY 0

MESAMCHE LEV

1364 53RD ST
BROOKLYN,NY11219 		NONE EOF TO HELP THE NEEDY 0

TALMUDICAL YESHIVA OF PHILADELPHIA

6040 DREXEL RD
PHILADELPHIA,PA19131 		NONE EOF TO HELP THE NEEDY 1,500

YESHIVAS RABBI CHAIM BERLIN

1605 Coney Island Ave
BROOKLYN,NY11230 		NONE EOF TO HELP THE NEEDY 0

SHEKEL HAKODESH

18 JEFFERSON AVE
SPRING VALLEY,NY10977 		NONE EOF TO HELP THE NEEDY 0

SHUVU

5218 16TH AVENUE
BROOKYN,NY11204 		NONE EOF TO HELP THE NEEDY 0

THE CHEDER

129 ELMWOWOD AVE
BROOKLYN,NY11230 		NONE EOF TO HELP THE NEEDY 0

THE OJC FUND

1303 53RD ST
BROOKLYN,NY11219 		NONE EOF TO HELP THE NEEDY 0

TOMCHEI SHABBOS

129-01 METROPOLITAN AVE
KEW GARDENS,NY11415 		NONE EOF TO HELP THE NEEDY 0

BAIS TOVA

555 OAK ST
LAKEWOOD,NJ08701 		NONE EOF TO HELP THE NEEDY 9,000

VAAD HATZALAH

C/O MOSHE KALTER 1621 54TH STREET
BROOKLYN,NY11204 		NONE EOF TO HELP THE NEEDY 0

YESHIVA AHAVAS TORAH

2961 NOSTRAND AVE
BROOKLYN,NY11229 		NONE EOF TO HELP THE NEEDY 0

YESHIVA HEICHAL HATORAH

3323 RICHMOND AVE
STATEN ISLAND,NY10312 		NONE EOF TO HELP THE NEEDY 0

CHERNOBIL BUILDING FUND

C/O MOSHE KALTER
1621 54TH STREET
BROOKLYN,NY11204 		NONE EOF TO HELP THE NEEDY 0

YETEV LEV JERUSALEM

143 RODNEY ST 5
BROOKLYN,NY11211 		NONE EOF TO HELP THE NEEDY 0

BORO PARK HATZOLAH

5215 16TH AVE
BROOKLYN,NY11204 		NONE EOF TO HELP THE NEEDY 14,400

ICHUD MOSDOS HACHINUCH

1604 AVENUE R
BROOKLYN,NY11229 		NONE EOF TO HELP THE NEEDY 0

YESHIVA TORAS ARON

500 SUMMER AVE
LAKEWOOD,NJ08701 		NONE EOF TO HELP THE NEEDY 3,000

FRIENDS OF BRISKER YESHIVA

38 SADDLE RIVER RD
MONSEY,NY109523035 		NONE EOF TO HELP THE NEEDY 125,000

YESHIVAS NOVOMINSK-KOL YEHUDA

1690 60TH ST
BROOKLYN,NY11204 		NONE EOF TO HELP THE NEEDY 0

DRESSED WITH DIGNITY INC

8 CHELSEA LN
SPRING VALLEY,NY109776112 		NONE EOF TO HELP THE NEEDY 0

KEREN SARAH

C/O MOSHE KALTER 1621 54TH STREET
BROOKLYN,NY11204 		NONE EOF TO HELP THE NEEDY 0

YESHIA GEDOLA OF PASSAIC

55 Ascension St
PASSAIC,NJ07055 		NONE EOF TO HELP THE NEEDY 0

MIFAL EZRA ZICHRON YEHIDE

481 PARK AVE
BROOKLYN,NY112051673 		NONE EOF TO HELP THE NEEDY 0

MISHKAN MENACHEM

763 EASTERN PKWY
BROOKLYN,NY11213 		NONE EOF TO HELP THE NEEDY 0

SHALOM TORAH CENTER

417 13TH ST
LAKEWOOD,NJ08701 		NONE EOF TO HELP THE NEEDY 0

TALMUD TORAH CHOCHMASS SHLOMO

276 RIVERSIDE DRIVE
NEW YORK,NY100255204 		NONE EOF TO HELP THE NEEDY 0

THE SHALOM & REBECCA FOUNDATION

C/O MOSHE KALTER 1621 54TH STREET
BROOKLYN,NY11204 		NONE EOF TO HELP THE NEEDY 0

YESHIVA GEDOLAH OF BAYONNE

735 AVENUE C
BAYONNE,NJ07002 		NONE EOF TO HELP THE NEEDY 4,400

YESHIVA GEDOLAH OHR YISRAEL

2899 NOSTRAND AVE
BROOKLYN,NY11229 		NONE EOF TO HELP THE NEEDY 0

YESHIVA GEDOLAH ZICHRON MOSHE

84 LAUREL PARK RD
SOUTH FALLSBURG,NY12779 		NONE EOF TO HELP THE NEEDY 0

YESHIVAH OF NITRA

194 Division Ave
BROOKLYN,NY11211 		NONE EOF TO HELP THE NEEDY 0

CHASDEI RIVKA ROCHEL

227 PRIVATE WAY
LAKEWOOD,NJ08701 		NONE EOF TO HELP THE NEEDY 0

CONGREGATION BAISS TORAH U'TFILA

218 AYCRIGG AVE
PASSAIC,NJ07055 		NONE EOF TO HELP THE NEEDY 0

CONGREGATION AHAVAS ACHIM

216 S 1ST AVE
HIGHLAND PARK,NJ08904 		NONE EOF TO HELP THE NEEDY 0

CONGREGATION ANSHEI FALLSBURG

84 Laurel Park Rd
FALLSBURG,NY12733 		NONE EOF TO HELP THE NEEDY 0

CONGREGATION FOREST GLEN INC

27 GRASSMERE ST
LAKEWOOD,NJ087015262 		NONE EOF TO HELP THE NEEDY 0

CONGREGATION ZICHRON BINYOMIN

701 PRINCETON AVE
LAKEWOOD,NJ08701 		NONE EOF TO HELP THE NEEDY 1,000

BAIS RIVKA ROCHEL

285 RIVER AVE
LAKEWOOD,NJ08701 		NONE EOF TO HELP THE NEEDY 56,250

CONGREGATION AHAVAS TZEDAKAH V'CHESED

5 PENNSYLVANIA PLAZA
15TH FLOOR
NEW YORK,NY10001 		NONE EOF TO HELP THE NEEDY 0

AMERICAN FRIENDS OF MERKAZ CHASIDEI VIZNITZ

285 LEE AVENUE
SUITE 1
BROOKLYN,NY11206 		NONE EOF TO HELP THE NEEDY 0

THE ASHIRA PROGRAM

200 SUMMIT PARK RD
SPRING VALLEY,NY10977 		NONE EOF TO HELP THE NEEDY 0

HATZOLAH OF BORO PARK

5215 16th Ave
BROOKLYN,NY11204 		NONE EOF TO HELP THE NEEDY 0

BETH JACOB OF JERUSALEM

959 E 29TH ST
BROOKLYN,NY11210 		NONE EOF TO HELP THE NEEDY 0

BETH JACOB TEACHERS SEMINARY

4420 15TH AVE
BROOKLYN,NY11219 		NONE EOF TO HELP THE NEEDY 0

TORAH CENTERS OF AMERICA

C/O MOSHE KALTER
1621 54TH STREET
BROOKLYN,NY11204 		NONE EOF TO HELP THE NEEDY 0

HATZOLAH ROCKAWAYS AND NASSAU

621 Beach 9th Street Far
FAR ROCKAWAY,NY11691 		NONE EOF TO HELP THE NEEDY 0

CONGREGATION CHEVRA LOMDEI TORAH

615 5TH ST
LAKEWOOD,NJ08701 		NONE EOF TO HELP THE NEEDY 0

CONGREGATION CHEVRA SHAS

228 6TH ST
LAKEWOOD,NJ08701 		NONE EOF TO HELP THE NEEDY 0

AMUDIM

11 Broadway 1076
NEW YORK,NY10004 		NONE EOF TO HELP THE NEEDY 0

YESHIVA BIRCHAS YAAKOV

1401 RIDGE AVE
LAKEWOOD,NJ08701 		NONE EOF TO HELP THE NEEDY 0

CONGREGATION EMUNAS YISROELKAREN YISROEL

4310 16TH AVE
BROOKLYN,NY11219 		NONE EOF TO HELP THE NEEDY 650

CONGREGATION KHAL SHULEN DLAKEWOOD

C/O MOSHE KALTER
1621 54TH STREET
BROOKLYN,NY11204 		NONE EOF TO HELP THE NEEDY 0

CONGREGATION KOLLEL TZEMACH TZADIK CHAIM BECH

C/O MOSHE KALTER
1621 54TH STREET
BROOKLYN,NY11204 		NONE EOF TO HELP THE NEEDY 0

CONGREGATION PANIM MEIROTH

5717 12TH AVE
BROOKLYN,NY11219 		NONE EOF TO HELP THE NEEDY 0

CONGREGATION PNEI MAVEN

C/O MOSHE KALTER
1621 54TH STREET
BROOKLYN,NY11204 		NONE EOF TO HELP THE NEEDY 0

CONGREGATION TEFILOH LEDOVID

953 46TH STREET
BROOKLYN,NY11219 		NONE EOF TO HELP THE NEEDY 0

CONGREGATION TZDOKAH VCHESED INC

C/O MOSHE KALTER
1621 54TH STREET
BROOKLYN,NY11204 		NONE EOF TO HELP THE NEEDY 0

EIN OD MILVADO

C/O MOSHE KALTER
1621 54TH STREET
BROOKLYN,NY11204 		NONE EOF TO HELP THE NEEDY 0

KEREN MATAN BESESER

C/O MOSHE KALTER
1621 54TH STREET
BROOKLYN,NY11204 		NONE EOF TO HELP THE NEEDY 0

KOLEL MEDRASH SHMUEL

C/O MOSHE KALTER
1621 54TH STREET
BROOKLYN,NY11204 		NONE EOF TO HELP THE NEEDY 0

KSAV SOFER RESEARCH INSTITUTE

406 144TH ST
NEPONSIT,NY11694 		NONE EOF TO HELP THE NEEDY 0

MESIVTA NACHLAS YISROEL

1441 OAKWOOD AVE
LAKEWOOD,NJ08701 		NONE EOF TO HELP THE NEEDY 5,500

THE SCHI EMERGENCY CAMPAIGN

345 OAK STREET
LAKEWOOD,NJ08701 		NONE EOF TO HELP THE NEEDY 0

YESHIVA DARCHEI TORAH

257 BEACH 17TH ST
FAR ROCKAWAY,NY11691 		NONE EOF TO HELP THE NEEDY 0

AGUDATH ISRAEL

1121 SAGE ST
FAR ROCKAWAY,NY11691 		NONE EOF TO HELP THE NEEDY 4,000

CONGREGATION CHAZU BONAI

C/O MOSHE KALTER
1621 54TH STREET
BROOKLYN,NY11204 		NONE EOF TO HELP THE NEEDY 0

CONGREGATION GATES OF MERCY

475 OBERLIN AVE STE 203
LAKEWOOD,NJ08701 		NONE EOF TO HELP THE NEEDY 46,000

MATAN BESESER

542 E 3RD STREET
BROOKLYN,NY11218 		NONE EOF TO HELP THE NEEDY 0

YESHIVAS NER MOSHE

127 FOREST DR
LAKEWOOD TOWNSHIP,NJ08701 		NONE EOF TO HELP THE NEEDY 4,300

YESHIVA OF OCEAN

7120 NY-52
GREENFIELD PARK,NY12435 		NONE EOF TO HELP THE NEEDY 0

YESHIVA MINCHAS AHARON

110 FOREST AVE
LAKEWOOD,NJ08701 		NONE EOF TO HELP THE NEEDY 0

YESHIVA GEDOLAH OF PATT

C/O MOSHE KALTER
1621 54TH STREET
BROOKLYN,NY11204 		NONE EOF TO HELP THE NEEDY 1,000

CONG ZICHRON AVOS

183 WILSON ST PMB 155
BROOKLYN,NY11211 		NONE EOF TO HELP THE NEEDY 0

CONGREGATION ZICHRON CHAZON ISH

91 WILLIAMS ST
LAKEWOOD,NJ08701 		NONE EOF TO HELP THE NEEDY 0

CONGREGATION KEREN HAGEMACH

1667 53RD ST
BROOKLYN,NY11204 		NONE EOF TO HLEP THE NEEDY 0

CONGREGATION KHAL UNGVAR

5306 16TH AVE
BROOKLYN,NY11204 		NONE EOF TO HELP THE NEEDY 880

CONGREGATION SHAAREI ORAH

1425 ESSEX ROAD
TEANECK,NJ07666 		NONE EOF TO HELP THE NEEDY 140

CONGREGATION ZICHRON YISROEL

121 E 9TH ST
LAKEWOOD,NJ08701 		NONE EOF TO HELP THE NEEDY 180

TZUR FOUNDATION LLC

418 CLINTON AVE
LAKEWOOD,NJ08701 		NONE EOF TO HELP THE NEEDY 0

CONGREGRATION ZICHRON REFOEL INC

309 DEWEY AVE
LAKEWOOD,NJ087010356 		NONE EOF TO HELP THE NEEDY 0

SEMINAR L'MOROS BAIS YAAKOV

4420 FIFTEENTH AVENUE
BROOKLYN,NY11219 		NONE EOF TO HELP THE NEEDY 0

YESHIVA TIFERES YISROEL

1271 E 35TH ST
BROOKLYN,NY11210 		NONE EOF TO HELP THE NEEDY 0

ZICHRON MENACHEM

8 ELYON RD
MONSEY,NY10952 		NONE EOF TO SUPPORT CHILDREN WITH CANCER AND THEIR FAMILIES 0

ANIYEI YERUSHALAYIM INC

805 CLIFTON AVE
LAKEWOOD,NJ08701 		NONE EOF TO SUPPORT ADVANCED TALMUDIC SCHOLARSHIP AND TO PROVIDE ASSISTANCE TO IMPOVERISHED INDIVIDUALS AND FAMILIES 1,800

BAYOM HASHISHI INC

327 CAREY ST
LAKEWOOD,NJ08701 		NONE EOF TO HELP THE NEEDY 35,000

CONGREGATION BNEI YISOSCHER

1767 WHITESVILLE ROAD
TOMS RIVER,NJ08755 		NONE EOF TO HELP THE NEEDY 3,510

CONGREGATION KHAL BNEI TORAH

304 MONMOUTH AVE
LAKEWOOD,NJ08701 		NONE EOF TO HELP THE NEEDY 0

FRIENDS OF YESHIVAS HAGRAMAD

3655 JOHNSON AVE
BRONX,NY10463 		NONE EOF TO HELP THE NEEDY 1,000

CONGREGATION YL SOUTH 8

113 S 8TH ST
BROOKLYN,NY11249 		NONE EOF TO HELP THE NEEDY 0

CONGREGATION BETH MEDRASH GOVOHA

5113 16TH AVE
BROOKLYN,NY11204 		NONE EOF TO HELP THE NEDDY 4,800

AMERICAN FRIENDS OF YED LAYELED

32 7TH ST
Lakewood,NJ087012856 		NONE EOF TO HELP THE NEEDY. 36,000

BEER MORDECHAI INC

83 WHISPERING PINES LN
Lakewood,NJ087011459 		NONE EOF TO HELP THE NEEDY. 110,000

BIKUR CHOLIM OF BORO PARK

5216 11th Ave
Brooklyn,NY11219 		NONE EOF TO HELP THE NEEDY. 750

CONGREGATION OHAIV SHALOM

18 Bridle Rd
Spring Valley,NY10977 		NONE EOF TO HELP THE NEEDY. 100

CONGREGATION TIFERES YAAKOV

6 SHOSHANNA DR
Lakewood,NJ087013587 		NONE EOF TO HELP THE NEEDY. 30,180

CONGREGRATION LEV AVOS

232 Iris Rd
Lakewood,NJ08701 		NONE EOF TO HELP THE NEEDY. 500

YESHIVA BAIS AHARON

905 Park Ave
Lakewood,NJ08701 		NONE EOF TO HELP THE NEEDY. 1,000

YESHIVA KEREN ORAH

1500 Pine St
Lakewood,NJ08701 		NONE EOF TO HELP THE NEEDY. 2,650

SIMCHAS SARAH

1150 E 21st St
Brooklyn,NY11210 		NONE EOF TO HELP THE NEEDY. 180

YESHIVA DOVER TZEDEK

201 James St 4104
Lakewood,NJ08701 		NONE EOF TO HELP THE NEEDY. 3,000

ZICHRON BINYOMIN

701 Princeton Ave
Lakewood,NJ08701 		NONE EOF TO HELP THE NEEDY. 375

ZICHRON NAFTALI

175 Franklin Ave
Brooklyn,NY11205 		NONE EOF TO HELP THE NEEDY. 272
Total .................................right arrow 3a 940,008
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 ........... 		         
4 Dividends and interest from securities ....         472,107
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 .....         1,117
8 Gain or (loss) from sales of assets other than
inventory ............ 		        87,625
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) ..     560,849
13Total. Add line 12, columns (b), (d), and (e)..................
13
560,849
(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 AccountingFeesSchedule
Name:
THE MOSHE AND FRADY KALTER FOUNDATION
 
INC
EIN:
11-3283510
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 1,250      

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TY 2023 DepreciationSchedule
Name:
THE MOSHE AND FRADY KALTER FOUNDATION
 
INC
EIN:
11-3283510
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE MOSHE AND FRADY KALTER FOUNDATION
 
INC
EIN:
11-3283510
Name of Bond End of Year Book Value End of Year Fair Market Value
MORGAN STANLEY#4018 2,134,219 1,522,385

TY 2023 InvestmentsCorpStockSchedule
Name:
THE MOSHE AND FRADY KALTER FOUNDATION
 
INC
EIN:
11-3283510
Name of Stock End of Year Book Value End of Year Fair Market Value
INVESTMENTS IN STOCKS-E TRADE    
INVEST IN STOCKS-M/S #8497    
INVEST IN STOCKS-M/S #4018 475,579 3,500,539
INVEST IN HEDGE FUND SHA #8831 2,277,653 2,298,562
INVEST IN CHARLES SCHWAB #3301 3,855,655 17,758,254

TY 2023 LegalFeesSchedule
Name:
THE MOSHE AND FRADY KALTER FOUNDATION
 
INC
EIN:
11-3283510
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEAGL FEES        


TY 2023 OtherAssetsSchedule
Name:
THE MOSHE AND FRADY KALTER FOUNDATION
 
INC
EIN:
11-3283510
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
INVESTMENT IN PARTNERSHIPS 37,500 40,928 40,928


TY 2023 OtherExpensesSchedule
Name:
THE MOSHE AND FRADY KALTER FOUNDATION
 
INC
EIN:
11-3283510
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES -MS#8497 1,230 1,230    
INVESTMENT FEES -MS#4018 16,172 16,172    
MISCELLANEOUS 3,883      
ETRADE#5429 25 25    


TY 2023 OtherIncomeSchedule2
Name:
THE MOSHE AND FRADY KALTER FOUNDATION
 
INC
EIN:
11-3283510
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME -MS#4018 786 786  
NET RENTAL INCOME - B&B WELCH 34 34  
OTHER INCOME - MS#8497      
OTHER INCOME - CS#7439 1 1  
OTHER INCOME - ET#1418 167 167  
OTHER INCOME - MS#8831 129 129  


TY 2023 OtherLiabilitiesSchedule
Name:
THE MOSHE AND FRADY KALTER FOUNDATION
 
INC
EIN:
11-3283510
Description Beginning of Year - Book Value End of Year - Book Value
LOAN - MORGAN STANLEY LAL 3,563,928  
MORGAN STANLET MARGIN LINE A/C 2,017,783 2,205,553


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TY 2023 OtherNotesLoansRcvblLongSch
Name:
THE MOSHE AND FRADY KALTER FOUNDATION
 
INC
EIN:
11-3283510

Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
CONG BAIS SHALOM NONE 3,200,000 3,200,000 2014-01 2030-12 FULL AMOUNT DUE AT MATURITY 0 % NONE WORKING CAPITAL    
TZIDKAS SHALOM NONE 3,050,000 50,000 2014-01 2030-12 FULL AMOUNT DUE AT MATURITY 0 % NONE WORKING CAPITAL    
HADRAT KODESH NONE 750,000 750,000 2014-01 2030-12 FULL AMOUNT DUE AT MATURITY 0 % NONE WORKING CAPITAL    

TY 2023 TaxesSchedule
Name:
THE MOSHE AND FRADY KALTER FOUNDATION
 
INC
EIN:
11-3283510
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
NYS DEPT OF LAW 750      
FEDERAL TAXES 3,000      
FOREIGN TAXES 1,512 1,512