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
AC Israel Foundation Inc
 
% AC Israel Foundation Inc
Number and street (or P.O. box number if mail is not delivered to street address)12 East 49th Street 41st Floor
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
New York, NY10017
A Employer identification number

51-6021414
B Telephone number (see instructions)

(212) 634-3367
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$40,126,105J 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 41,969 41,969  
4 Dividends and interest from securities... 467,527 467,527  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 418,824
b Gross sales price for all assets on line 6a 2,504,204
7 Capital gain net income (from Part IV, line 2)... 191,532
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
428,085 368,240  
12 Total. Add lines 1 through 11........ 1,356,405 1,069,268  
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).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
54,667 54,667    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
10,000      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
254,629 185,629   39,863
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 319,296 240,296   39,863
25 Contributions, gifts, grants paid....... 1,527,430 1,527,430
26 Total expenses and disbursements. Add lines 24 and 25 1,846,726 240,296   1,567,293
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -490,321
b Net investment income (if negative, enter -0-) 828,972
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......... 587,537 1,800,321 1,800,321
3 Accounts receivable right arrow5,304
Less: allowance for doubtful accounts right arrow   2,324 5,304 5,304
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) 5,628,690 Click to see attachment
List of Attached Documents:
// Content
2,860,965 		2,717,759
b Investments—corporate stock (attach schedule)....... 12,919,798 Click to see attachment
List of Attached Documents:
// Content
3,668,342 		5,240,790
c Investments—corporate bonds (attach schedule)....... 1,909,372 Click to see attachment
List of Attached Documents:
// Content
1,818,739 		1,718,799
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).......... 16,136,765 Click to see attachment
List of Attached Documents:
// Content
7,778,161 		28,640,796
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
7,785 		Click to see attachment
List of Attached Documents:
// Content
2,336 		Click to see attachment
List of Attached Documents:
// Content
2,336
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 37,192,271 17,934,168 40,126,105
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 37,192,271 17,934,168
29 Total net assets or fund balances (see instructions)..... 37,192,271 17,934,168
30 Total liabilities and net assets/fund balances (see instructions). 37,192,271 17,934,168
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
37,192,271
2
Enter amount from Part I, line 27a .....................
2
-490,321
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
36,701,950
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
18,767,782
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
17,934,168
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b Passthrough K1 Capital Gain/(Loss)      
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,504,204   2,319,293 184,911
b       6,621
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a        
b        
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 191,532
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 11,523
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 11,523
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 11,523
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 10,459
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,400
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 13,859
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,336
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow2,336 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowDE, NY
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 arrowAC Israel Foundation Inc Telephone no.right arrow (212) 634-3367

Located atright arrow12 East 49th Street 41st FloorNew YorkNY ZIP+4right arrow10017
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
Virginia J Goldstein Dir
1.0 		0 0 0
12 East 49th Street 41st Floor
New York,NY10017
Barry W Gray Dir, VP
1.0 		0 0 0
12 East 49th Street 41st Floor
New York,NY10017
Thomas C Israel Dir, Pres
1.0 		0 0 0
12 East 49th Street 41st Floor
New York,NY10017
Gregory H Warner Sec, Treas, VP
1.0 		0 0 0
12 East 49th Street 41st Floor
New York,NY10017
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
JPMorgan Chase Bank NA INVESTMENT MGMT 54,667
270 Park Avenue
NEW YORK,NY100172104
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
9,234,149
b
Average of monthly cash balances.......................
1b
1,137,584
c
Fair market value of all other assets (see instructions)................
1c
28,608,125
d
Total (add lines 1a, b, and c).........................
1d
38,979,858
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
38,979,858
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
584,698
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
38,395,160
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,919,758
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
1,919,758
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
11,523
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
35,378
c
Add lines 2a and 2b............................
2c
46,901
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,872,857
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
1,872,857
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
1,872,857
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
1,567,293
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
1,567,293
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 1,872,857
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 1,564,993
b Total for prior years:20 , 20, 20  
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$ 1,567,293
a Applied to 2022, but not more than line 2a 1,564,993
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..... 2,300
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 .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		1,870,557
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.
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

101 EAST 69TH STREET CONSERVANCY

101 EAST 69TH ST
NEW YORK,NY10021 		N/A PC General & Unrestricted 1,000

1898 FOUNDATION INC

233 ANDERSON HILL RD PO BOX 2448
PURCHASE,NY10577 		N/A PC General & Unrestricted 4,000

54 BELOW INC

254 W 54TH ST FL 10
NEW YORK,NY10019 		N/A PC General & Unrestricted 500

A BETTER CHANCE OF WESTPORT INC

134 N AVE
WESTPORT,CT06880 		N/A PC General & Unrestricted 5,000

ABRAHAM JOSHUA HESCHEL SCHOOL

20 W END AVE
NEW YORK,NY10023 		N/A PC General & Unrestricted 3,600

ADVAITA SOCIETY

445 SUMMIT RD
WATSONVILLE,CA95076 		N/A PC General & Unrestricted 5,000

AFTER SCHOOL ARTS PROGRAM INC

6 BEE BROOK RD
WASHINGTON DT,CT06794 		N/A PC General & Unrestricted 1,500

AGAPE INTERNATIONAL SPIRITUAL CENTER INC

8444 WILSHIRE BLVD 2ND FL
BEVERLY HILLS,CA90211 		N/A PC General & Unrestricted 5,000

ALEXANDER TWILIGHT ACADEMY

420 POND ST
BOSTON,MA02130 		N/A PC General & Unrestricted 2,500

ALL AMERICAN DACHSHUND RESCUE

PO BOX 125
SHERIDAN,AR72150 		N/A PC General & Unrestricted 2,000

ALLIANCE TO PROTECT NANTUCKET SOUND INC

4 BARNSTABLE RD
HYANNIS,MA02601 		N/A PC General & Unrestricted 500

ALS WORLDWIDE

1800 N PROSPECT AVE STE 4B
MILWAUKEE,WI53202 		N/A PC General & Unrestricted 1,500

ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI

225 N MICHIGAN AVE 17TH FL
CHICAGO,IL60601 		N/A PC General & Unrestricted 2,000

AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF S

633 THIRD AVE 20TH FL
NEW YORK,NY10017 		N/A PC General & Unrestricted 1,000

AMERICAN FOLK ART MUSEUM

47-29 32ND PL
LONG ISLAND CITY,NY11101 		N/A PC General & Unrestricted 5,000

AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO

424 E 92ND ST
NEW YORK,NY10128 		N/A PC General & Unrestricted 250

ANIMAL LEGAL DEFENSE FUND

525 E COTATI AVE
COTATI,CA94931 		N/A PC General & Unrestricted 250

AT HOME IN GREENWICH INC

139 E PUTNAM AVE
GREENWICH,CT06830 		N/A PC General & Unrestricted 1,000

ATLANTIC SALMON FEDERATION INC

PO BOX 807
CALAIS,ME04619 		N/A PC Charitable Event 2,000

BARD COLLEGE

PO BOX 5000
ANNANDALEONHUDSON,NY12504 		N/A PC Bard College Fund Scholarship Fund 2,500

BED-STUY CAMPAIGN AGAINST HUNGER

2010 FULTON ST
BROOKLYN,NY11233 		N/A PC General & Unrestricted 2,000

BEST FRIENDS ANIMAL SOCIETY

5001 ANGEL CANYON RD
KANAB,UT84741 		N/A PC General & Unrestricted 2,000

BIDEAWEE INC

3300 BELTAGH AVE
WANTAGH,NY11793 		N/A PC General & Unrestricted 250

BIRCHES SCHOOL INC

100 BEDFORD RD
LINCOLN,MA01773 		N/A PC Development Consultant/ Employee 35,000

BIRCHES SCHOOL INC

100 BEDFORD RD
LINCOLN,MA01773 		N/A PC General & Unrestricted 32,000

BIRCHES SCHOOL INC

100 BEDFORD RD
LINCOLN,MA01773 		N/A PC Yoga and Mindfulness professional development 1,500

BIRCHES SCHOOL INC

100 BEDFORD RD
LINCOLN,MA01773 		N/A PC Admissions Video 10,000

BOYS & GIRLS CLUB OF GREENWICH INC

4 HORSENECK LN
GREENWICH,CT06830 		N/A PC General & Unrestricted 2,500

BOYS AND GIRLS CLUBS OF DORCHESTER INC

1135 DORCHESTER AVE
DORCHESTER,MA02125 		N/A PC General & Unrestricted 2,000

BRUNSWICK SCHOOL INC

100 MAHER AVE
GREENWICH,CT06830 		N/A PC Horizons Program 1,000

BRUNSWICK SCHOOL INC

100 MAHER AVE
GREENWICH,CT06830 		N/A PC General & Unrestricted 1,000

CARNEGIE HILL NEIGHBORS INC

1326 MADISON AVE LOWER LEVEL
NEW YORK,NY10128 		N/A PC General & Unrestricted 2,000

CASA OF LOS ANGELES

201 CENTRE PLZ DR ROOM 1100
MONTEREY PARK,CA91754 		N/A PC General & Unrestricted 17,000

CASA OF LOS ANGELES

201 CENTRE PLZ DR ROOM 1100
MONTEREY PARK,CA91754 		N/A PC Charitable Event 500

CATS MEOW INC

255 E BORT ST
LONG BEACH,CA90805 		N/A PC General & Unrestricted 10,000

CENTRAL PARK CONSERVANCY INC

717 FIFTH AVE
NEW YORK,NY10022 		N/A PC General & Unrestricted 6,000

CHILDRENS HOSPITAL CORPORATION

401 PARK DR STE 602
BOSTON,MA02215 		N/A PC Evan's Heart Fund - Hoops for Heart 10,000

CICERO PREPARATORY ACADEMY

701 N 44TH ST
PHOENIX,AZ85008 		N/A PC General & Unrestricted 50,000

CITIZENS COMMITTEE FOR NEW YORK CITY INC

30 E 125TH ST 189
NEW YORK,NY10035 		N/A PC Charitable Event 500

CITIZENS COMMITTEE FOR NEW YORK CITY INC

30 E 125TH ST 189
NEW YORK,NY10035 		N/A PC General & Unrestricted 99,000

CIVIC BUILDERS INC

180 VARICK ST RM 1414
NEW YORK,NY10014 		N/A PC Charitable Event 10,000

COALITION FOR COLLEGE

PO BOX 850
COLCHESTER,VT05446 		N/A PC General & Unrestricted 1,000

CODMAN COMMUNITY FARMS INC

58 CODMAN RD
LINCOLN,MA01773 		N/A PC General & Unrestricted 1,000

COLLEGIATE SCHOOL INC

301 FREEDOM PL S
NEW YORK,NY10069 		N/A PC General & Unrestricted 7,500

CONGREGATION EMANU-EL OF THE CITY OF NEW YORK

1 E 65TH ST
NEW YORK,NY10065 		N/A PC TEMPLE EMANU-EL EMERGENCY APPEAL FOR ISRAEL 10,000

CONGREGATION EMANU-EL OF THE CITY OF NEW YORK

1 E 65TH ST
NEW YORK,NY10065 		N/A PC General & Unrestricted 25,000

CULTURAL EXCHANGE FOR DIPLOMATS INC

1250 H ST NW
WASHINGTON,DC20005 		N/A PC General & Unrestricted 10,000

DARTMOUTH-HITCHCOCK HEALTH

1 MEDICAL CENTER DR
LEBANON,NH03756 		N/A PC The Prouty 1,000

DIVINE SHAKTI FOUNDATION

14403 MCKINLEY RIDGE DR
LOUISVILLE,KY40245 		N/A PC General & Unrestricted 5,000

DOE FUND INC

345 EAST 102ND ST STE 305
NEW YORK,NY10029 		N/A PC General & Unrestricted 500

DRAMA LEAGUE OF NEW YORK INC

32 AVE OF THE AMERICAS 1ST FL
NEW YORK,NY10013 		N/A PC General & Unrestricted 1,000

EAST SIDE HOUSE INC

337 ALEXANDER AVE
BRONX,NY10454 		N/A PC Insider Preview Sponsor on behalf of Barbara Israel 2,500

EAST SIDE HOUSE INC

337 ALEXANDER AVE
BRONX,NY10454 		N/A PC General & Unrestricted 1,000

EDUCATION THROUGH MUSIC INC

122 E 42ND ST RM 2000
NEW YORK,NY10168 		N/A PC General & Unrestricted 1,500

EISENHOWER MEDICAL CENTER

39000 BOB HOPE DR
RANCHO MIRAGE,CA92270 		N/A PC General & Unrestricted 350,000

EVANS SCHOLARS FOUNDATION

2501 PATRIOT BLVD
GLENVIEW,IL60026 		N/A PC General & Unrestricted 2,000

FILM AT LINCOLN CENTER INC

70 LINCOLN CENTER PLZ FRNT 4
NEW YORK,NY10023 		N/A PC General & Unrestricted 10,000

FOOD BANK CONTRA COSTA AND SOLANO

4010 NELSON AVE
CONCORD,CA94520 		N/A PC General & Unrestricted 1,000

FOUNDATION FOR CONSERVATIVE MASORTI-JUDAISM IN ISR

3080 BROADWAY
NEW YORK,NY10027 		N/A PC General & Unrestricted 110,000

FREEDOM INSTITUTE INC

13TH FL
NEW YORK,NY10022 		N/A PC General & Unrestricted 2,000

FRICK COLLECTION

1 E 70TH ST
NEW YORK,NY10021 		N/A PC Campaign for the Frick 10,000

FRIENDS OF GREENWICH POINT

PO BOX 711
OLD GREENWICH,CT06870 		N/A PC General & Unrestricted 1,000

FRIENDS OF RAMANAS GARDEN INC

PO BOX 33312
WASHINGTON,DC20033 		N/A PC General & Unrestricted 5,000

FRIENDS OF THE UPPER EAST SIDE HISTORIC DISTRICT I

966 LEXINGTON AVE APT 3E
NEW YORK,NY10021 		N/A PC General & Unrestricted 1,000

GENTLE BARN FOUNDATION

15825 SIERRA HWY
SANTA CLARITA,CA91390 		N/A PC General & Unrestricted 1,000

GIVE BACK YOGA FOUNDATION

900 BASELINE RD
BOULDER,CO80302 		N/A PC Y12SR COMMUNITY OUTREACH INITIATIVE 5,000

GO2 FOUNDATION FOR LUNG CANCER

2033 K ST NW STE 500
WASHINGTON,DC20006 		N/A PC General & Unrestricted 4,500

GREENS FARMS ACADEMY INC

35 BEACHSIDE AVE
WESTPORT,CT06880 		N/A PC GFA Fund 20,000

GREENWICH COUNTRY DAY SCHOOL INC

OLD CHURCH RD BOX 623
GREENWICH,CT06836 		N/A PC Charitable Event 1,000

GREENWICH COUNTRY DAY SCHOOL INC

OLD CHURCH RD BOX 623
GREENWICH,CT06836 		N/A PC General & Unrestricted 1,000

GUNN MEMORIAL LIBRARY INC

5 WYKEHAM RD
WASHINGTON,CT06793 		N/A PC General & Unrestricted 1,000

H2H4AUTISM

17 LEGION PL
ROCHELLE PARK,NJ07662 		N/A PC General & Unrestricted 300

HAND IN HAND AMERICAN FRIENDS OF CNTR FOR JEWISH-A

PO BOX 80102
PORTLAND,OR97280 		N/A PC General & Unrestricted 31,000

HARLEM LACROSSE AND LEADERSHIP CORPORATION

8 W 126TH ST 3RD FL
NEW YORK,NY10027 		N/A PC General & Unrestricted 2,000

HAWAII COMMUNITY FOUNDATION

827 FORT ST MALL
HONOLULU,HI96813 		N/A PC Maui Strong Support 5,000

HAWAII COMMUNITY FOUNDATION

827 FORT ST MALL
HONOLULU,HI96813 		N/A PC Maui Strong - Fires 2,000

HILLSIDES

940 AVE 64
PASADENA,CA91105 		N/A PC General & Unrestricted 1,500

HISTORIC HUDSON VALLEY

639 BEDFORD RD
POCANTICO HILLS,NY10591 		N/A PC General & Unrestricted 5,000

HISTORIC MORVEN INC

55 STOCKTON ST
PRINCETON,NJ08540 		N/A PC General & Unrestricted 1,000

HORIZONS AT GREENS FARMS ACADEMY

35 BEACHSIDE AVE PO BOX 998
GREENS FARMS,CT06838 		N/A PC Charitable Event 10,000

HUMAN RIGHTS CAMPAIGN FOUNDATION

1640 RHODE ISLAND AVE NW
WASHINGTON,DC20036 		N/A PC General & Unrestricted 3,000

IGLESIA EL GRAN YO SOY

1054 WASHINGTON AVE
BRONX,NY10465 		N/A PC General & Unrestricted 500

INNOCENCE PROJECT INC

40 WORTH ST RM 701
NEW YORK,NY10013 		N/A PC General & Unrestricted 2,500

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCA

1120 20TH ST NW STE 520S
WASHINGTON,DC20036 		N/A PC General & Unrestricted 1,500

K9 YOUTH ALLIANCE

556 S FAIR OAKS AVE STE 566
PASADENA,CA91105 		N/A PC General & Unrestricted 7,500

KUCETEKELA FOUNDATION

1185 PARK AVE SUITE 2E
NEW YORK,NY10128 		N/A PC General & Unrestricted 5,700

LET HER PLAY INC

PO BOX 1837
EDWARDS,CO81632 		N/A PC General & Unrestricted 500

LIFE YOU CAN SAVE

975 WARD RD
SEQUIM,WA98382 		N/A PC Help Women and Girls Fund 1,750

LITTLE LEAGUE BASEBALL INC

PO BOX 467
MOHEGAN LAKE,NY10547 		N/A PC General & Unrestricted 250

LIVE LIKE SAM FOUNDATION

1034 STA LOOP RD
PARK CITY,UT84098 		N/A PC General & Unrestricted 2,500

LOVELAND FOUNDATION INC

320 7TH AVE 263
BROOKLYN,NY11215 		N/A PC General & Unrestricted 2,500

MAKING HEADWAY FOUNDATION INC

115 KING ST
CHAPPAQUA,NY10514 		N/A PC General & Unrestricted 1,000

MARBLEJAM KIDS INC

214 STATE ST STE 204
HACKENSACK,NJ07601 		N/A PC General & Unrestricted 200

MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION

415 CROSSWAYS PARK DR STE D
WOODBURY,NY11797 		N/A PC General & Unrestricted 3,000

MARTHAS VINEYARD MUSEUM INC

151 LAGOON POND RD
VINEYARD HVN,MA02568 		N/A PC General & Unrestricted 1,000

MASSACHUSETTS GENERAL HOSPITAL

125 NASHUA ST STE 540
BOSTON,MA02114 		N/A PC In support of the Skip Joyce Fund for CAA Research 500

MASSACHUSETTS GENERAL HOSPITAL

125 NASHUA ST STE 540
BOSTON,MA02114 		N/A PC In support of a junior researcher in various projects under the supervision of Dr. Branko Bojovic 50,000

MASTERS SCHOOL

49 CLINTON AVE
DOBBS FERRY,NY10522 		N/A PC General & Unrestricted 1,000

McKinley Elementary School

3110 LIBERTY AVE
NORTH BERGEN,NJ07047 		N/A GOV ACES Program 500

METROPOLITAN GOLF ASSOCIATION FOUNDATION

49 KNOLLWOOD RD
ELMSFORD,NY10523 		N/A PC General & Unrestricted 500

MIDRASHO SHEL SHEM

987 SCHUMACHER DR
LOS ANGELES,CA90048 		N/A PC General & Unrestricted 2,500

MINNESOTA PUBLIC RADIO

480 CEDAR ST
SAINT PAUL,MN55101 		N/A PC APM, Emily Hanford's work on reading instruction 1,500

MIZUNO GROUP INC

155 W 68TH ST APT 217
NEW YORK,NY10023 		N/A PC General & Unrestricted 500

MOUNT SINAI HOSPITAL

ONE GUSTAVE L LEVY PL BOX 1049
NEW YORK,NY10029 		N/A PC Charitable Event 10,000

MOUNT SINAI HOSPITAL

ONE GUSTAVE L LEVY PL BOX 1049
NEW YORK,NY10029 		N/A PC General & Unrestricted 10,000

MQ FOUNDATION INC

INGLESIDE INVESTORS 12 E 49TH ST
NEW YORK,NY10017 		N/A PC General & Unrestricted 2,000

NATIONAL SCLERODERMA FOUNDATION

300 ROSEWOOD DR STE 105
DANVERS,MA01923 		N/A PC General & Unrestricted 1,000

NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UN

600 14TH ST NW STE 500
WASHINGTON,DC20005 		N/A PC Lyndhurst Mansion 5,000

NATURE CONSERVANCY

4245 N FAIRFAX DRIVE STE 100
ARLINGTON,VA22203 		N/A PC General & Unrestricted 750

NEW YORK POPS INC

39 BROADWAY RM 1150
NEW YORK,NY10006 		N/A PC General & Unrestricted 1,000

NEW YORK-PRESBYTERIAN FUND INC

525 E 68TH ST BOX 123
NEW YORK,NY10065 		N/A PC VIP Program 25,000

NEW YORKERS FOR CHILDREN INC

450 7TH AVE SUITE 403
NEW YORK,NY10123 		N/A PC General & Unrestricted 1,000

NORTH CAROLINA COMMUNITY FOUNDATION INC

3737 GLENWOOD AVE STE 460
RALEIGH,NC27612 		N/A PC Nath Thompson Scholarship Fund 2,000

NORTHERN WESTCHESTER HOSPITAL ASSOCIATION

400 EAST MAIN ST
MOUNT KISCO,NY10549 		N/A PC General & Unrestricted 5,000

NORTHWESTERN UNIVERSITY

1201 DAVIS ST 3RD FL
EVANSTON,IL60208 		N/A PC General & Unrestricted 1,000

NOTICEABILITY INC

PO BOX 380617
CAMBRIDGE,MA02238 		N/A PC General & Unrestricted 15,000

OPERATION SMILE INC

3641 FACULTY BLVD
VIRGINIA BEACH,VA23453 		N/A PC General & Unrestricted 500

PACKER COLLEGIATE INSTITUTE

PO BOX 22759
NEW YORK,NY10087 		N/A PC Financial Aid 10,000

PATHWAYS INC

175 MILBANK AVE
GREENWICH,CT06830 		N/A PC Charitable Event 1,000

PATHWAYS INC

175 MILBANK AVE
GREENWICH,CT06830 		N/A PC Charitable Event 500

PAWS CROSSED ANIMAL RESCUE INC

100 S WAREHOUSE LN
ELMSFORD,NY10523 		N/A PC General & Unrestricted 750

PAWS CROSSED ANIMAL RESCUE INC

100 S WAREHOUSE LN
ELMSFORD,NY10523 		N/A PC Memorial Gardens Fund 15,000

PAWS FOR LIFE K9 RESCUE

100-190 RANCHO RD 365
THOUSAND OAKS,CA91362 		N/A PC General & Unrestricted 2,000

PAWS FOR PURPLE HEARTS

10201 OLD REDWOOD HWY
PENNGROVE,CA94951 		N/A PC General & Unrestricted 2,000

PEER HEALTH EXCHANGE INC

1423 BROADWAY 1059
OAKLAND,CA94612 		N/A PC General & Unrestricted 500

PILOBOLUS INC

6 KIRBY RD
WASHINGTON,CT06793 		N/A PC General & Unrestricted 1,500

PLANNED PARENTHOOD FEDERATION OF AMERICA INC

123 WILLIAMS ST 10TH FL
NEW YORK,NY10038 		N/A PC General & Unrestricted 10,000

PREP FOR PREP

328 W 71ST ST
NEW YORK,NY10023 		N/A PC General & Unrestricted 1,000

PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE

700 EXCHANGE ST
MIDDLEBURY,VT05753 		N/A PC Mental Health at Middlebury 1,000

PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE

700 EXCHANGE ST
MIDDLEBURY,VT05753 		N/A PC To support the mental health of students at Middlebury College 2,500

PUPPIES BEHIND BARS INC

263 WEST 38 ST 4TH FL
NEW YORK,NY10018 		N/A PC General & Unrestricted 1,000

RING AND CANDLE CORP

PO BOX 76266
WASHINGTON,DC20013 		N/A PC General & Unrestricted 1,000

RIVERDALE COUNTRY SCHOOL INC

5250 FIELDSTON RD
BRONX,NY10471 		N/A PC General & Unrestricted 2,000

ROCA INC

101 PARK ST
CHELSEA,MA02150 		N/A PC General & Unrestricted 2,000

ROCKHOUSE FOUNDATION

2 CORNELIA ST STE 12C
NEW YORK,NY10014 		N/A PC General & Unrestricted 500

RON FINLEY PROJECT

4501 EXPOSITION BLVD
LOS ANGELES,CA90016 		N/A PC General & Unrestricted 500

RUMSEY HALL SCHOOL INCORPORATED

201 ROMFORD RD
WASHINGTON DT,CT06794 		N/A PC Capital Commitment Contribution 25,000

RUSSELL WESTBROOK WHY NOT FOUNDATION INC

227 W MONROE ST STE 5000
CHICAGO,IL60606 		N/A PC General & Unrestricted 5,000

SACRED ROK

PO BOX 148
YOSEMITE NTPK,CA95389 		N/A PC General & Unrestricted 5,000

SAFE PLACE FOR YOUTH

340 SUNSET AVE
VENICE,CA90291 		N/A PC General & Unrestricted 5,000

SANDY HOOK PROMISE FOUNDATION

PO BOX 3489
NEWTOWN,CT06470 		N/A PC General & Unrestricted 500

SCHOOL ON WHEELS INC

PO BOX 23371
VENTURA,CA93002 		N/A PC General & Unrestricted 1,000

SHELBURNE MUSEUM INCORPORATED

PO BOX 10
SHELBURNE,VT05482 		N/A PC 75th Anniversary Campaign in honor of Alice Frelinghuysen 5,000

SPAULDING REHAB HOSPITAL CORP

1575 CAMBRIDGE ST
CAMBRIDGE,MA02138 		N/A PC General & Unrestricted 1,000

SPENCE SCHOOL

22 E 91ST ST
NEW YORK,NY10128 		N/A PC General & Unrestricted 1,000

SPRING HILL ARTS GATHERING INC

1 NEWARK ST STE 23
HOBOKEN,NJ07030 		N/A PC General & Unrestricted 1,000

ST JUDE CHILDRENS RESEARCH HOSPITAL INC

501 ST JUDE PL
MEMPHIS,TN38105 		N/A PC General & Unrestricted 500

ST VINCENT SENIOR CITIZEN NUTRITION PROGRAM INC

2303 MIRAMAR ST
LOS ANGELES,CA90057 		N/A PC General & Unrestricted 1,500

STAMFORD MUSEUM AND NATURE CENTER INCORPORATED

39 SCOFIELDTOWN RD
STAMFORD,CT06903 		N/A PC General & Unrestricted 1,000

STAYING PUT IN NEW CANAAN INC

58 PINE ST
NEW CANAAN,CT06840 		N/A PC General & Unrestricted 500

STEPPINGSTONE FOUNDATION INC

ONE APPLETON ST
BOSTON,MA02116 		N/A PC General & Unrestricted 1,000

SUFFOLK COUNTY MAKE-A-WISH FOUNDATION INC

445 BROADHOLLOW RD STE 110
MELVILLE,NY11747 		N/A PC General & Unrestricted 250

TAFT SCHOOL CORPORATION

110 WOODBURY RD
WATERTOWN,CT06795 		N/A PC General & Unrestricted 5,000

THE ACTORS FUND OF AMERICA

729 7TH AVENUE 10TH FL
NEW YORK,NY10019 		N/A PC General & Unrestricted 1,000

THE ALLIANCE FOR CLIMATE PROTECTION

555 12TH NW ST STE 350
WASHINGTON,DC20004 		N/A PC General & Unrestricted 1,000

THE ANIMAL MEDICAL CENTER

510 E 62ND ST 2ND FL
NEW YORK,NY10065 		N/A PC General & Unrestricted 1,000

THE ANIMAL MEDICAL CENTER

510 E 62ND ST 2ND FL
NEW YORK,NY10065 		N/A PC Charitable Event 2,500

THE BARACK OBAMA FOUNDATION

5235 S HARPER CT STE 1140
CHICAGO,IL60615 		N/A PC General & Unrestricted 1,500

THE BRICK PRESBYTERIAN CHURCH

62 E 92ND ST
NEW YORK,NY10128 		N/A PC General & Unrestricted 5,000

THE CALIFORNIA WILDLIFE CENTER

PO BOX 2022
MALIBU,CA90265 		N/A PC General & Unrestricted 1,000

THE CONNECTICUT GOLF FOUNDATION INC

55 GOLF CLUB RD
CROMWELL,CT06416 		N/A PC General & Unrestricted 500

THE DAVID SHELDRICK WILDLIFE TRUST USA

25283 CABOT RD STE 101
LAGUNA HILLS,CA92653 		N/A PC General & Unrestricted 3,000

THE GOOD LIFE DOG RESCUE INC

PO BOX 20073
NEW YORK,NY10017 		N/A PC General & Unrestricted 1,000

THE GREENWICH LAND TRUST INC

370 ROUND HILL RD
GREENWICH,CT06831 		N/A PC General & Unrestricted 500

THE JED FOUNDATION

530 7TH AVE STE 801
NEW YORK,NY10018 		N/A PC General & Unrestricted 250

THE METROPOLITAN MUSEUM OF ART

1000 FIFTH AVE
NEW YORK,NY10028 		N/A PC General & Unrestricted 12,000

THE PEOPLE CONCERN

2116 ARLINGTON AVE STE 100
LOS ANGELES,CA90018 		N/A PC General & Unrestricted 1,500

THE SPORTMENS TENNIS & ENRICHMENT CENTER INC

950 BLUE HILL AVE
DORCHESTER,MA02124 		N/A PC General & Unrestricted 1,000

THE WALLACE HOUSE AND OLD DUTCH PARSONAGE ASSOCIAT

PO BOX 225
SOMERVILLE,NJ08876 		N/A PC General & Unrestricted 480

THE YORK THEATRE COMPANY INC

4768 BROADWAY 533
NEW YORK,NY10034 		N/A PC General & Unrestricted 1,000

TOGETHER CALIFONIA INC

38115 30TH ST
PALMDALE,CA93550 		N/A PC General & Unrestricted 2,000

TOGETHER WE RISE CORPORATION

560 W LAMBERT RD
BREA,CA92821 		N/A PC General & Unrestricted 1,000

TRUSTEES OF COLUMBIA UNIVERSITY

PO BOX 1523
NEW YORK,NY10008 		N/A PC Naomi Berrie Diabetes Center 3,000

TRUSTEES OF COLUMBIA UNIVERSITY

33 WEST 60TH ST 7TH FLOOR
NEW YORK,NY10023 		N/A PC General & Unrestricted 3,000

TRUSTEES OF PHILLIPS ACADEMY

180 MAIN ST
ANDOVER,MA01810 		N/A PC Amya Fund 25,000

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

PO BOX 71332
PHILADELPHIA,PA19176 		N/A PC General & Unrestricted 1,000

TRYALL FUND JAMAICA

360 HAMILTON AVE 8TH FL
WHITE PLAINS,NY10601 		N/A PC General & Unrestricted 1,500

UC SAN DIEGO FOUNDATION

9500 GILMAN DR MC 0553
LA JOLLA,CA92093 		N/A PC Warner Fellowship Fund Scholarship Fund 25,000

UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTH

PO BOX 4227
NEW YORK,NY10261 		N/A PC General & Unrestricted 3,400

UNIVERSITY OF VIRGINIA

PO BOX 400204
CHARLOTTESVILLE,VA22904 		N/A PC School of Engineering 2,500

UNTERMYER GARDENS CONSERVANCY

945 N BROADWAY
YONKERS,NY10701 		N/A PC General & Unrestricted 12,000

UNTERMYER GARDENS CONSERVANCY

945 N BROADWAY
YONKERS,NY10701 		N/A PC Charitable Event 50,000

VILLANOVA UNIVERSITY

800 E LANCASTER AVE
VILLANOVA,PA19085 		N/A PC The Greg Warner Endowed Scholarship at the College of Liberal Arts and Sciences 20,000

VIRGINIA ATHLETIC FOUNDATION

PO BOX 400833
CHARLOTTESVILLE,VA22904 		N/A PC General & Unrestricted 4,000

VISITING NURSE SERVICE OF NEW YORK

107 EAST 70TH ST 5TH FLOOR
NEW YORK,NY10021 		N/A SO III FI General & Unrestricted 10,000

VISITING NURSE SERVICE OF NEW YORK

107 EAST 70TH ST 5TH FLOOR
NEW YORK,NY10021 		N/A SO III FI For the Nurse Family Partnership 3,000

WATERSIDE SCHOOL INC

770 PACIFIC ST
STAMFORD,CT06902 		N/A PC General & Unrestricted 500

WELLESLEY COLLEGE

106 CENTRAL ST
WELLESLEY,MA02481 		N/A PC Child Study Center 1,000

WINDMARK SAILING FOUNDATION INC

PO BOX 638
OYSTER BAY,NY11771 		N/A PC General & Unrestricted 7,500

WORLD CENTRAL KITCHEN INCORPORATED

200 MASSACHUSETTS AVE NW 7TH FL
WASHINGTON,DC20001 		N/A PC General & Unrestricted 1,000

WWP INC - WOUNDED WARRIOR PROJECT INC

PO BOX 758516
TOPEKA,KS66675 		N/A PC General & Unrestricted 2,000

XAVIER HIGH SCHOOL

30 WEST 16TH ST
NEW YORK,NY10011 		N/A PC General & Unrestricted 500

YALE UNIVERSITY

PO BOX 2038
NEW HAVEN,CT06521 		N/A PC Alumni Fund and Yale Golf Association 5,000

YALE UNIVERSITY

PO BOX 2038
NEW HAVEN,CT06521 		N/A PC Yale Golf Course Restoration Project 30,000

YALE UNIVERSITY

BOX 7611
NEW HAVEN,CT06519 		N/A PC General & Unrestricted 5,000
Total .................................right arrow 3a 1,527,430
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 41,969  
4 Dividends and interest from securities ....     14 467,527  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		525990 227,303 18 191,521  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aK-1 Inc/Loss 		525990 59,372 14 368,688  
bBANK FEE REFUND     01 25  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 286,675 1,069,730  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,356,405
(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

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 DepreciationSchedule
Name:
AC Israel Foundation Inc
EIN:
51-6021414
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2023 GeneralExplanationAttachment
Name:
AC Israel Foundation Inc
EIN:
51-6021414
Identifier Return Reference Explanation
PART I LINE 6A (990-PF) PART I LINE 6A (990-PF) RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $191,521 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $227,303 TOTAL PART I, LINE 6A: $418,824 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $2,504,204 BOOK BASIS: $2,319,304 NET GAIN/(LOSS): $184,900 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $6,621

TY 2023 InvestmentsCorpBondsSchedule
Name:
AC Israel Foundation Inc
EIN:
51-6021414
Name of Bond End of Year Book Value End of Year Fair Market Value
AIR LEASE CORP NOTE CALL - 3.2 10,017 9,739
AIR LEASE CORP SER A MTN CALL 4,916 4,380
ALBEMARLE CORP NOTE - 4.650% - 4,995 4,913
ALEXANDRIA REAL ESTATE EQ INC 4,985 4,179
ALLY AUTO REC - 4.870% - 04/17 39,139 39,991
AMEREN CORP - 2.500% - 09/15/2 4,998 4,888
AMEREN CORP - 3.500% - 01/15/1 9,976 9,137
AMERICAN EXPRESS - 5.389% - 07 15,000 15,181
AMERICAN FINANCIAL GROUP INC N 5,957 5,016
AMERICAN HONDA FIN CORP MTN CA 9,983 9,065
AMERICAN TOWER CORP - 3.550% - 9,977 9,596
AMERICREDIT AUTO REC 2022-1 - 23,602 24,062
AMERICREDIT AUTO RECSER 2020-3 33,480 33,736
AMERN WTR CAP C SR NTS - 2.950 6,181 5,679
AMGEN INC NOTE - 4.050% - 08/1 4,993 4,901
AMGEN INC NOTE - 5.250% - 03/0 9,969 10,267
AMGEN INC NOTE CALL MAKE WHOLE 4,984 4,708
AON CORP / AON GLOBAL HLDGS NO 4,999 5,138
APPLE INC - 2.900% - 09/12/202 19,978 19,166
ARROW ELECTRS INC NT - 2.950% 9,976 8,465
ASTRAZENECA - 1.375% - 08/06/2 9,971 8,324
AT&T INC - 1.650% - 02/01/2028 9,987 8,913
ATMOS ENERGY - 5.900% - 11/15/ 9,987 10,869
AUTOZONE INC - 3.125% - 04/21/ 10,323 9,611
BAKER HUGHES LLC - 3.337% - 12 15,738 14,346
BANK AMER CORP - 3.559% - 04/2 52,624 48,140
BANK OF AMERICA CORP NOTE - 3. 10,340 9,768
BANK OF NOVA SCOTIA - 3.400% - 20,314 19,938
BIOGEN INC - 2.250% - 05/01/20 5,086 4,271
BK OF AMERICA CORP MTN CALL MA 19,549 16,389
BOARDWALK PIPELINES LP - 3.400 4,994 4,480
BOEING CO - 2.750% - 02/01/202 25,975 23,933
BP CAP MARKETS - 3.119% - 05/0 36,027 33,867
BRIXMOR OPERATING PRTSHP LP NO 4,984 4,197
BROADCOM - 3.125% - 01/15/2025 26,136 24,458
BUNGE LTD FIN CORP NOTE CALL M 5,000 4,726
BUNGE LTD FINANCE CORP SR NT C 10,634 9,604
CAMDEN PPTY TR NOTE - 5.850% - 10,000 10,304
CANADIAN IMPERIAL BANK - 5.926 10,000 10,293
CANADIAN IMPERIAL BK SR NTS - 5,000 4,843
CAPITAL ONE FINL CORP NOTE - 3 10,593 9,554
CARMAX AUTO OWNER TRSER 2020-1 1,080 1,068
CARVANA AUTO REC TR SER 2021-P 34,198 33,013
CELANESE US HOLDINGS LLC - 3.5 4,995 4,953
CENTERPOINT ENERGY INC - 2.950 9,722 7,968
CHARTER COMM OPER NT - 2.250% 14,975 13,028
CITIGROUP INC - 3.200% - 10/21 15,210 14,314
COMCAST CORP - 3.150% - 03/01/ 35,665 33,989
COMCAST CORP NOTE - 3.950% - 1 4,994 4,933
CONOCOPHILLIPS NOTE CALL MAKE 9,981 10,295
CONSTELLATION BRANDS INC SR NT 16,133 13,461
CONSTELLATION ENERGY - 6.125% 4,996 5,360
CONSTELLATION ENERGY GENERA NO 4,999 5,154
CROWN CASTLE INTL CORP - 4.450 16,605 14,779
CUBESMART LP - 2.250% - 12/15/ 9,952 8,821
CVS CAREMARK CORP NOTE - 4.300 5,916 5,905
CVS HEALTH CORP - 1.300% - 08/ 14,958 13,333
DISCOVERY COMMUNICATIONS LLC - 10,969 9,077
DUKE ENERGY FLA LLC - 5.875% - 4,991 5,401
EATON CORP - 4.350% - 05/18/20 4,996 5,013
EMERA US FIN LP - 3.550% - 06/ 5,459 4,819
ENBRIDGE INC MTN CDS- NOTE - 5 4,994 5,208
ENERGY TRANSFER OPERATING LP - 4,989 5,043
ENERGY TRANSFER PARTNERS - 4.7 10,633 9,937
ENTERGY CORP - 2.950% - 09/01/ 4,754 4,749
ENTERPRISE PRODS OPER LLC - 2. 4,996 4,528
EQUINIX INC NOTE CALL MAKE WHO 10,499 9,197
EVERGY INC - 2.900% - 09/15/20 10,314 9,056
EXETER AUTO RECV TR 2021-3 - 0 18,368 18,978
EXETER AUTO RECV TR SER 2021-1 629 640
EXETER AUTOMOBILE SER - 6.320% 39,998 40,351
EXTRA SPACE - 4.000% - 06/15/2 5,682 4,766
EXTRA SPACE STORAGE LP - 3.500 5,109 4,794
EXTRA SPACE STORAGE LP NOTE CA 9,980 8,165
FEDL NATL MTG - 7.000% - 02/25 33,450 31,333
FHLMC K731 CL AM - 0.000% - 02 102,001 98,211
FIDELITY NATL INFORMATION SVCS 4,971 4,461
GENERAL MTRS - 5.800% - 06/23/ 9,998 10,284
GLOBAL PMTS INC NT - 2.900% - 9,970 8,568
GM FINL CONSUMER SER - 4.660% 34,389 34,880
GOLDMAN SACHS GROUP INC - 1.54 15,000 13,605
GOLDMAN SACHS GROUP INC - 3.27 25,022 24,580
HCA INC - 2.375% - 07/15/2031 9,939 8,253
HEALTHCARE TR OF AMER - 2.000% 4,960 4,009
HEALTHCARE TRUST OF AMER - 3.1 9,950 8,754
HEALTHCARE TRUST OF AMER - 3.5 5,128 4,774
HEALTHPEAK - 5.250% - 12/15/20 4,918 5,064
HONDA AUTO REC OWN SER 2021-3 15,457 15,068
JB HUNT - 3.875% - 03/01/2026 5,178 4,901
KIMCO REALTY CORP NOTE CALL MA 9,954 8,180
KLA CORP - 4.650% - 07/15/2032 9,994 10,234
L3HARRIS TECHNOLOGIES INC - 5. 4,995 5,209
LEAR CORP NT - 2.600% - 01/15/ 4,989 4,047
MARATHON PETE CORP - 4.700% - 5,417 4,967
MARRIOTT INTL - 5.550% - 10/15 9,943 10,322
MARTIN MARIETTA MATLS INC - 3. 10,958 9,577
MER-BENZ AUTO LEA - 4.740% - 0 29,542 29,875
MID-AMERICA APARTMENTS SR NTS 4,973 4,061
MITSUBISHI - 3.741% - 03/07/20 16,316 14,366
MORGAN STANLEY - 3.625% - 01/2 39,588 38,805
MORGAN STANLEY - 4.000% - 07/2 26,462 24,643
MPLX LP - 4.125% - 03/01/2027 10,368 9,793
NISOURCE INC - 1.700% - 02/15/ 4,996 4,058
NXP B V / NXP FDG LLC / NXP US 4,992 4,938
OHIO PWR CO SER S - 5.000% - 0 4,976 5,039
ORACLE CORP NOTE CALL MAKE WHO 14,993 13,999
OTIS WORLDWIDE CORP - 5.250% - 9,964 10,264
PACIFIC GAS - 6.100% - 01/15/2 4,998 5,179
PHILLIPS 66 - 1.300% - 02/15/2 4,998 4,646
PHILLIPS 66 - 5.300% - 06/30/2 4,976 5,132
PHYSICIANS RLTY LP SER A - 3.9 4,756 4,766
PIONEER NAT RES CO NOTE CALL M 9,998 9,286
PNC FINL SVCS GROUP INC - 4.75 10,000 9,925
PPG INDS INC NOTE CALL MAKE WH 4,972 4,623
PRINCIPAL FINANCIAL GROUP - 2. 3,110 2,538
PROGRESSIVE CORP NOTE - 2.500% 9,996 9,390
PROLOGIS LP - 4.000% - 09/15/2 9,488 9,761
PUB SVC ENTERPRIS - 1.600% - 0 4,991 4,103
PUBLIC STORAGE NT - 1.950% - 1 9,995 8,918
PUBLIC SVC CO OKLA SER J NOTE 4,984 4,152
QUALCOMM INC - 3.250% - 05/20/ 5,321 4,841
QUEST DIAGNOSTICS INC - 2.800% 10,825 8,729
RAYTHEON TECHNOLOGIES CORP - 3 16,135 14,268
REYNOLDS AMERICAN - 4.450% - 0 13,821 12,850
ROYALTY PHARMA PLC - 2.150% - 9,826 8,174
SAFEHOLD OPER PARTNERSHIP LP N 4,956 4,061
SANTANR DRV - 5.930% - 07/17/2 15,000 15,277
SCHLUMBERGER - 1.400% - 09/17/ 4,994 4,741
SHIRE ACQUISITIONS - 3.200% - 10,362 9,622
SIMON PPTY GROUP - 2.450% - 09 4,947 4,455
STATE STR CORP NOTE - 4.421% - 5,000 4,870
T-MOBILE USA INC - 2.550% - 02 14,868 12,935
TEXAS INSTRS INC - 4.900% - 03 5,183 5,198
TORONTO DOMINION BANK - 4.456% 15,000 14,599
TRITON CONTAINER INTL LTD - 3. 9,960 8,006
TRUIST FINANCIAL CORP - 4.260% 20,000 19,589
U S BANCORP - 3.000% - 07/30/2 9,999 9,046
UDR INC - 3.200% - 01/15/2030 6,119 5,457
UDR INC MTN - 3.500% - 01/15/2 8,397 8,471
UNITED STATES TREAS SER AA-202 27,772 27,752
VMWARE INC NOTE CALL - 1.800% 4,974 4,388
VOYA FINL INC NOTE - 3.650% - 4,986 4,836
WASTE MGMT INC - 2.000% - 06/0 9,999 8,908
WEC ENERGY GROUP INC - 5.600% 4,999 5,090
WELLS FARGO & CO - 2.406% - 10 10,312 9,729
WELLS FARGO CO - 4.150% - 01/2 11,093 9,731
WELLTOWER INC - 4.250% - 04/01 19,877 19,697
WESTPAC BKG CORP - 2.850% - 05 9,280 9,604
ZOETIS INC - 2.000% - 05/15/20 5,137 4,308
ZOETIS INC - 3.900% - 08/20/20 5,478 4,895

TY 2023 InvestmentsCorpStockSchedule
Name:
AC Israel Foundation Inc
EIN:
51-6021414
Name of Stock End of Year Book Value End of Year Fair Market Value
COMMUNICATION SVCS SLCT SCTR S 100,950 141,324
CONSUMER STAPLES SELECT SECTOR 48,205 47,180
FIDELITY 500 INDEX FUND 2,314,239 3,324,605
FINANCIAL SELECT SECTOR SPDR F 198,496 259,440
ISHARES S&P 500 GROWTH INDEX F 36,819 56,701
SELECT SECTOR SPDR ENERGY FUND 30,784 44,938
SELECT SECTOR SPDR INDUSTRIAL 28,361 51,865
SELECT SECTOR SPDR-HEALTH CARE 138,352 185,886
VANGUARD CONSUMER DISCRETIONAR 112,016 139,484
VANGUARD INFORMATION TECHNOLOG 248,546 403,656
VANGUARD S&P 500 ETF 100,392 106,142
VANGUARD S&P 500 GROWTH 311,182 479,569

TY 2023 InvestmentsGovtObligationsSch
Name:
AC Israel Foundation Inc
EIN:
51-6021414
US Government Securities - End of Year Book Value:

2,860,965
US Government Securities - End of Year Fair Market Value:

2,717,759
State & Local Government Securities - End of Year Book Value:


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


 


TY 2023 InvestmentsOtherSchedule2
Name:
AC Israel Foundation Inc
EIN:
51-6021414
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
A.C. ISRAEL ENTERPRISES, INC   162,602 11,924,873
AG NET LEASE REALTY FUND III,   1,178,548 1,759,706
AG NET LEASE REALTY FUND IV, L   1,672,989 1,841,913
ARCLIGHT ENERGY PARTNERS FUND   546,486 1,430,822
CAPITALSPRING INVESTMENT PTNER   605,323 1,380,218
HEALTHCARE ROYALTY PARTNERS II   583,692 1,176,668
OIL AND GAS PROPERTIES   28,521 100
THE WEATHERLOW OFFSHORE FUND I   3,000,000 9,126,496

TY 2023 OtherAssetsSchedule
Name:
AC Israel Foundation Inc
EIN:
51-6021414
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PREPAID TAXES 7,785 2,336 2,336


TY 2023 OtherDecreasesSchedule
Name:
AC Israel Foundation Inc
EIN:
51-6021414
Description Amount
TO ADJ ASSETS FMV TO BOOK VALUE 18,767,782


TY 2023 OtherExpensesSchedule
Name:
AC Israel Foundation Inc
EIN:
51-6021414
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 38,820     38,820
K-1 Exp AG NET LEASE REALTY FU 294 294    
K-1 Exp AG NET LEASE REALTY FU 474 474    
K-1 Exp ARCLIGHT ENERGY PARTNE 47,775 18,638    
K-1 Exp CAPITALSPRING INVESTME 6,699 6,699    
K-1 Exp HEALTHCARE ROYALTY PAR 159,524 159,524    
Postage/Delivery Service 73     73
State or Local Filing Fees 970     970


TY 2023 OtherIncomeSchedule2
Name:
AC Israel Foundation Inc
EIN:
51-6021414
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 Inc/Loss AG NET LEASE REALTY FUND III, LP 56,023 56,023  
K-1 Inc/Loss AG NET LEASE REALTY FUND IV, LP 541 541  
K-1 Inc/Loss ARCLIGHT ENERGY PARTNERS FUND VII, L 94,016 34,171  
K-1 Inc/Loss CAPITALSPRING INVESTMENT PTNERS V PA 41,067 41,067  
K-1 Inc/Loss HEALTHCARE ROYALTY PARTNERS III, L.P 236,261 236,261  
Class Action Lawsuit Proceeds 152 152  
Bank Fee Refund 25 25  


TY 2023 OtherProfessionalFeesSchedule
Name:
AC Israel Foundation Inc
EIN:
51-6021414
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 54,667 54,667    


TY 2023 TaxesSchedule
Name:
AC Israel Foundation Inc
EIN:
51-6021414
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Extension for 2022 10,000