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
SUNSHINE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)80 CROSSWAYS PARK DRIVE WEST
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WOODBURY, NY11797
A Employer identification number

56-6615926
B Telephone number (see instructions)

(516) 338-8700
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$49,718,199J 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) 8,923,514
2 Check right arrow.............
3 Interest on savings and temporary cash investments 8 8 8
4 Dividends and interest from securities... 1,305,019 1,305,019 1,305,019
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 812,942
b Gross sales price for all assets on line 6a 4,605,514
7 Capital gain net income (from Part IV, line 2)... 812,942
8 Net short-term capital gain......... 812,942
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).......      
12 Total. Add lines 1 through 11........ 11,041,483 2,117,969 2,117,969
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 145,000 0 0 145,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 11,754 0 0 11,754
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
12,248 0 0 12,248
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
10,000 0 0 10,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
37,049 0 0 37,049
19 Depreciation (attach schedule) and depletion...     454
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,495 0 0 1,495
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
158,091 0 0 158,091
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 375,637 0 454 375,637
25 Contributions, gifts, grants paid....... 2,800,250 2,800,250
26 Total expenses and disbursements. Add lines 24 and 25 3,175,887 0 454 3,175,887
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 7,865,596
b Net investment income (if negative, enter -0-) 2,117,969
c Adjusted net income (if negative, enter -0-)... 2,117,515
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 1 1 1
2 Savings and temporary cash investments......... 439,177 529,321 529,321
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 26,128,232 Click to see attachment
List of Attached Documents:
// Content
33,913,884 		49,188,877
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow2,270
Less: accumulated depreciation (attach schedule) right arrow2,270      
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
10,200 		Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 26,577,610 34,443,206 49,718,199
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
20,217 		Click to see attachment
List of Attached Documents:
// Content
20,217
23 Total liabilities (add lines 17 through 22)......... 20,217 20,217
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 26,557,393 34,422,989
29 Total net assets or fund balances (see instructions)..... 26,557,393 34,422,989
30 Total liabilities and net assets/fund balances (see instructions). 26,577,610 34,443,206
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
26,557,393
2
Enter amount from Part I, line 27a .....................
2
7,865,596
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
34,422,989
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
34,422,989
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 - MORGAN STANLEY      
b PUBLICLY TRADED SECURITIES - WELLS FARGO ACCT 3727      
c PUBLICLY TRADED SECURITIES - WELLS FARGO ACCT 9450      
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 4,357,607   3,572,215 785,392
b 102,110   116,485 -14,375
c 145,797   103,872 41,925
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       785,392
b       -14,375
c       41,925
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 2 812,942
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 3 812,942
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 29,440
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 29,440
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 29,440
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 6,390
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 40,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 46,390
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 16,950
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow16,950 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
 
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
Yes
 
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 arrowNONE
14
The books are in care ofright arrowSHALIK MORRIS CO LLP Telephone no.right arrow (516) 338-8700

Located atright arrow80 CROSSWAYS PARK DRIVE WESTWOODBURYNY ZIP+4right arrow11797
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)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
EUGENE SHALIK TRUSTEE
15.00 		0 0 0
400 SE 5TH AVE 704-N
BOCA RATON,FL33432
STACY PARSELL EXECUTIVE DIRECTOR, PHILANTHROPY
35.00 		145,000 4,350 8,900
388 N MAIN STREET
SAYVILLE,NY11782
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
MICHAEL J SHALIK GRANT ADMINISTRATOR
35.00 		65,000 0 0
3606 PARKHAVEN PLACE
BROOKHAVEN,GA30319
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 NONE 0
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
40,991,851
b
Average of monthly cash balances.......................
1b
432,324
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
41,424,175
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
41,424,175
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
621,363
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
40,802,812
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,040,141
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
 
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
 
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
 
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
 
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
 
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
 
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
3,175,887
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
3,175,887
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  
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
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$  
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount.....  
e Remaining amount distributed out of corpus  
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  
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 .......... 		 
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 ...... 		 
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
2003-07-10
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
2,040,141 1,646,877 1,128,300 1,236,475 6,051,793
b 85% (0.85) of line 2a ......... 1,734,120 1,399,845 959,055 1,051,004 5,144,024
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		3,175,887 3,563,896 3,381,513 2,915,132 13,036,428
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		0 0 0 0 0
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		3,175,887 3,563,896 3,381,513 2,915,132 13,036,428
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......   33,521,048 42,323,967 39,122,117 114,967,132
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		         0
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		        0
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) .... 		        0
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		        0
(3) Largest amount of support
from an exempt organization		         0
(4) Gross investment income         0
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

A CHANCE IN LIFE

250 E 63RD ST
NEW YORK,NY10065 		    FOOD AND FEEDING PROGRAMS 10,000

AMERICAN CANCER SOCIETY

PO BOX 1357
NEW YORK,NY10018 		    MEDICAL RESEARCH 15,000

AMERICAN FOUNDATION FOR SUICIDE PREVENTION

199 WATER STREET
NEW YORK,NY10038 		    MENTAL HEALTH PROGRAMS AND SERVICES 15,000

AMERICAN HUMANE ASSOCIATION

1400 16TH STREET NW
WASHINGTON,DC20036 		    SERVICE ANIMAL TRAINING 15,000

AMERICA'S VETDOGS

371 E JERICHO TURNPIKE
SMITHTOWN,NY11787 		    SERVICE ANIMAL TRAINING 12,500

ASPCA

520 EIGHTH AVENUE 7TH FLOOR
NEW YORK,NY10018 		    VETERINARY CARE 12,500

ASSOCIATION TO BENEFIT CHILDREN

419 EAST 86TH STREET
NEW YORK,NY10028 		    MENTAL HEALTH PROGRAMS AND SERVICES 15,000

BIG BROTHERS BIG SISTERS NYC

40 RECTOR STREET 11TH FLOOR
NEW YORK,NY10006 		    MENTOR PROGRAMS 17,500

BLUE CARD

171 MADISON AVE
NEW YORK,NY10016 		    ESSENTIAL NEEDS 15,000

BREAST CANCER RESEARCH FOUNDATION

28 W 44TH STREET SUITE 609
NEW YORK,NY10036 		    MEDICAL RESEARCH 15,000

CAMPAIGN AGAINST HUNGER

2010 FULTON ST
BROOKLYN,NY11233 		    FOOD AND FEEDING PROGRAMS 40,000

CENTER FOR URBAN COMMUNITY SERVICES

198 EAST 121ST STREET
NEW YORK,NY10035 		    YOUTH DEVELOPMENT PROGRAMS 10,000

CHAI LIFELINE

151 W 30TH ST
NEW YORK,NY10001 		    AFTER-SCHOOL PROGRAMMING 12,500

CHILDREN'S AID

117 WEST 124TH STREET
NEW YORK,NY10027 		    YOUTH DEVELOPMENT PROGRAMS 15,000

CITY HARVEST

150 52ND STREET
BROOKLYN,NY11232 		    FOOD AND FEEDING PROGRAMS 125,000

CITY MEALS ON WHEELS

355 LEXINGTON AVE
NEW YORK,NY10017 		    FOOD AND FEEDING PROGRAMS 50,000

COALITION FOR THE HOMELESS

129 FULTON ST
NEW YORK,NY10038 		    ESSENTIAL NEEDS 12,500

COALITION FOR THE HOMELESS

129 FULTON ST
NEW YORK,NY10038 		    CAMP 7,500

COMMONPOINT QUEENS

58-20 LITTLE NECK PKWY
LITTLE NECK,NY11362 		    ESSENTIAL NEEDS 10,000

COVENANT HOUSE NEW YORK

460 WEST 41ST STREET
NEW YORK,NY10036 		    FOOD AND FEEDING PROGRAMS 15,000

CURE ALZHEIMERS FUND

34 WASHINGTON STREET
WELLESLEY HILLS,MA02481 		    MEDICAL RESEARCH 20,000

DIABETES ACTION RESEARCH AND EDUCATION FOUNDATION

6701 DEMOCRACY BLVD SUITE 300
BETHESDA,MD20827 		    MEDICAL RESEARCH 15,000

DOCTORS WITHOUT BORDERS

40 RECTOR STREET
NEW YORK,NY10006 		    EMERGENCY RESPONSE/ DISASTER RELIEF 25,000

DON'T FORGET ME FOUNDATION

2200 UPLONG DRIVE
WEST BLOOMFIELD TOWNSH,MI48324 		    MEDICAL RESEARCH 7,500

DOROT

171 W 85TH ST
NEW YORK,NY10024 		    FOOD AND FEEDING PROGRAMS 52,500

EAC

99 QUENTIN ROOSEVELT BLVD
GARDEN CITY,NY11530 		    FOOD AND FEEDING PROGRAMS 15,200

EAST SIDE HOUSE INC

337 ALEXANDER AVENUE
BRONX,NY10454 		    FOOD AND FEEDING PROGRAMS 15,000

FAMILY SERVICE LEAGUE

790 PARK AVENUE
HUNTINGTON,NY11743 		    CAMP 35,000

FEEDING WESTCHESTER

200 CLEARBROOK RD
ELMSFORD,NY10523 		    FOOD AND FEEDING PROGRAMS 70,000

FIVER CHILDRENS FOUNDATION

519 8TH AVENUE
NEW YORK,NY10018 		    CAMP 15,000

FOLDS OF HONOR

5971 NORTH PATRIOT DRIVE
OWASSO,OK74055 		    EDUCATIONAL SCHOLARSHIPS 15,000

FOOD BANK FOR NYC

39 BROADWAY 10TH FLOOR
NEW YORK,NY10006 		    FOOD AND FEEDING PROGRAMS 245,000

FRIENDS OF THE CHILDREN

1325 FIFTH AVENUE
NEW YORK,NY10026 		    MENTAL HEALTH 12,500

GARY SINISE FOUNDATION

PO BOX 40726
NASHVILLE,TN37204 		    ESSENTIAL NEEDS 12,500

GIRLS INC

25 BROADWAY
NEW YORK,NY10004 		    YOUTH DEVELOPMENT PROGRAMS 22,500

GODDARD RIVERSIDE COMMUNITY CENTER

593 COLUMBUS AVE
NEW YORK,NY10024 		    AFTER-SCHOOL PROGRAMMING 12,500

GODS LOVE WE DELIVER

166 AVENUE OF THE AMERICAS
NEW YORK,NY10013 		    FOOD AND FEEDING PROGRAMS 50,000

GOLD COAST ARTS CENTER

113 MIDDLE NECK ROAD
GREAT NECK,NY11021 		    CULTURAL PROGRAMS 5,000

GRAND STREET SETTLEMENT INC

80 PITT STREET
NEW YORK,NY10002 		    FOOD AND FEEDING PROGRAMS 52,500

GRAND STREET SETTLEMENT INC

80 PITT STREET
NEW YORK,NY10002 		    PROGRAMS AND SERVICES 25,000

HATZILU RESCUE ORGANIZATION

45 MANETTO HILL RD
PLAINVIEW,NY118031325 		    FOOD AND FEEDING PROGRAMS 17,500

HIRE HEROES USA

13010 MORRIS ROAD
ALPHARETTA,GA30004 		    JOB TRAINING 12,500

HOLY APOSTLE SOUP KITCHEN

296 NINTH AVE
NEW YORK,NY10001 		    FOOD AND FEEDING PROGRAMS 15,000

HOPE LOVES COMPANY INC

800 DENOW ROAD SUITE3 288
PENNINGTON,NJ08534 		    CAMP 20,000

ISLAND HARVEST

126 SPAGNOLI ROAD
MELVILLE,NY11747 		    FOOD AND FEEDING PROGRAMS 441,250

JASA

247 W 37TH ST
NEW YORK,NY10018 		    FOOD AND FEEDING PROGRAMS 25,000

JOHN THEISSEN CHILDRENS FOUNDATION

1492 WANTAGH AVENUE
WANTAGH,NY11793 		    ESSENTIAL NEEDS 7,500

LEAP

535 8TH AVENUE
NEW YORK,NY10018 		    AFTER-SCHOOL PROGRAMMING 10,000

LENOX HILL NEIGHBORHOOD HOUSE

331 EAST 70TH STREET
NEW YORK,NY10021 		    ABUSE PREVENTION & TREATMENT 15,000

LENOX HILL NEIGHBORHOOD HOUSE

331 EAST 70TH STREET
NEW YORK,NY10021 		    COMMUNITY DEVELOPMENT PROGRAMS 15,000

LEUKEMIA RESEARCH FOUNDATION

191 WAUKEGAN ROAD
NORTHFIELD,IL60093 		    MEDICAL RESEARCH 15,000

LONG ISLAND AGAINST DOMESTIC VIOLENCE

3285 VETERANS MEMORIAL HWY A13
RONKONKOMA,NY11779 		    ABUSE PREVENTION AND TREATMENT 17,500

LONG ISLAND CARES

10 DAVIDS DR
HAUPPAUGE,NY11788 		    FOOD AND FEEDING PROGRAMS 76,300

LUNGEVITY FOUNDATION

PO BOX 754
CHICAGO,IL60690 		    MENTAL HEALTH PROGRAMS AND SERVICES 12,500

LUSTGARTEN FOUNDATION

415 CROSSWAYS PARK DR
WOODBURY,NY11797 		    MEDICAL RESEARCH 20,000

MEMORIAL SLOAN-KETTERING CANCER CENTER

885 SECOND AVENUE 7TH FLOOR
NEW YORK,NY10017 		    MEDICAL RESEARCH 15,000

METROPOLITAN COORDINATING COUNCIL ON JEWISH POVERTY

1 STATE STREET PLAZA 24TH FLOOR
NEW YORK,NY10004 		    FOOD AND FEEDING PROGRAMS 37,500

NATIONAL ALLIANCE ON MENTAL ILLNESS OF NEW YORK CITY INC

307 W 38TH STREET
NEW YORK,NY10018 		    MENTAL HEALTH PROGRAMS AND SERVICES 10,000

NAZARETH HOUSING INC

519 E 11TH ST
NEW YORK,NY10009 		    FOOD AND FEEDING PROGRAMS 20,000

NEW DESTINY HOUSING CORPORATION

12 W 37TH STREET 7TH FLOOR
NEW YORK,NY10018 		    MENTAL HEALTH PROGRAMS AND SERVICES 10,000

NEW YORK CARES

65 BROADWAY
NEW YORK,NY10006 		    ESSENTIAL NEEDS 25,000

NEW YORK CENTER FOR CHILDREN

333 EAST 70TH STREET
NEW YORK CITY,NY10021 		    ABUSE PREVENTION AND TREATMENT 15,000

NEXT FOR AUTISM

1177 AVENUE OF THE AMERICAS
NEW YORK,NY10036 		    EDUCATIONAL SCHOLARSHIPS 15,000

PAL-O-MINE

829 OLD NICHOLS ROAD
ISLANDIA,NY11749 		    MENTAL HEALTH PROGRAMS AND SERVICES 12,500

PARKINSON'S FOUNDATION

1359 BROADWAY
NEW YORK,NY10018 		    MEDICAL RESEARCH 25,000

PART OF THE SOLUTION

2759 WEBSTER AVE
BRONX,NY10458 		    ESSENTIAL NEEDS 10,000

PART OF THE SOLUTION

2759 WEBSTER AVE
BRONX,NY10458 		    FOOD AND FEEDING PROGRAMS 10,000

PROVIDENCE HOUSE INC

703 LEXINGTON AVE
BROOKLYN,NY11221 		    MENTAL HEALTH PROGRAMS AND SERVICES 15,000

REBUILDING TOGETHER LONG ISLAND INC

208 ROUTE 109
FARMINGDALE,NY11735 		    COMMUNITY DEVELOPMENT PROGRAMS 15,000

SAFE HORIZON

2 LAFAYETTE STREET
NEW YORK,NY10007 		    ABUSE PREVENTION AND TREATMENT 5,000

SKIN CANCER FOUNDATION

205 LEXINGTON AVE
NEW YORK,NY10016 		    WELLNESS PROGRAMS 12,500

ST JUDE CHILDREN'S RESEARCH HOSPITAL

501 ST JUDE PL
MEMPHIS,TN38105 		    MEDICAL CARE 25,000

SUNNYSIDE COMMUNITY SERVICES INC

43-31 39TH STREET
SUNNYSIDE,NY11104 		    AFTER-SCHOOL PROGRAMMING 5,000

SUNRISE ASSOCIATION

15 NEIL COURT
OCEANSIDE,NY11572 		    CAMP 15,000

THE INN

211 FULTON AVENUE
HEMPSTEAD,NY11550 		    FOOD AND FEEDING PROGRAMS 35,000

THE NEW YORK COMMON PANTRY INC

8 EAST 109TH STREET
NEW YORK,NY10029 		    FOOD AND FEEDING PROGRAMS 10,000

THE NEW YORK FOUNDLING

590 AVENUE OF THE AMERICAS
NEW YORK,NY10011 		    FOOD AND FEEDING PROGRAMS 15,000

THE NEW YORK FOUNDLING

590 AVENUE OF THE AMERICAS
NEW YORK,NY10011 		    MENTAL HEALTH PROGRAMS AND SERVICES 12,500

THE NEW YORK FOUNDLING

590 AVENUE OF THE AMERICAS
NEW YORK,NY10011 		    MENTOR PROGRAMS 7,500

THE SAFE CENTER

15 GRUMMAN ROAD WEST SUITE 1000
BETHPAGE,NY11714 		    ABUSE PREVENTION AND TREATMENT 30,000

THE VISCARDI CENTER

201 I U WILLETS ROAD
ALBERTSON,NY11507 		    MEDICAL EQUIPMENT 15,000

UNICEF USA

125 MAIDEN LANE
NEW YORK,NY10038 		    EMERGENCY RESPONSE/ DISASTER RELIEF 55,000

UJA FEDERATION OF NEW YORK

130 EAST 59TH STREET
NEW YORK,NY10022 		    EMERGENCY RESPONSE/DISASTER RELIEF 15,000

URBAN PATHWAYS

575 EIGHTH AVE
NEW YORK,NY10018 		    ESSENTIAL NEEDS 35,000

WEST SIDE CAMPAIGN FOR HUNGER

263 W 86TH ST
NEW YORK,NY10024 		    FOOD AND FEEDING PROGRAMS 57,500

WIN INC

ONE STATE STREET PLAZA
NEW YORK,NY10004 		    ESSENTIAL NEEDS 30,000

XAVIER MISSION

55 W 15TH ST
NEW YORK,NY10011 		    FOOD AND FEEDING PROGRAMS 15,000

AMERICAN FRIENDS OF MAGEN DAVID ADOM

20 WEST 36TH STREET SUITE 1100
NEW YORK,NY10018 		    EMERGENCY RESPONSE/DISASTER RELIEF 250,000

GENERAL NEEDS LTD

297 LARKFIELD ROAD
EAST NORTPORT,NY11731 		    ESSENTIAL NEEDS 12,500

GOOD SHEPHARD SERVICES

305 SEVENTH AVENUE 9TH FLOOR
BNEW YORK,NY10001 		    JOB TRAINING 15,000

NEW YORK CARES

65 BROADWAY
NEW YORK,NY10006 		    AFTER SCHOOL PROGRAMMING 15,000

SHEPARD'S CENTER OF NORTHERN VIRGINIA

541 MARSHALL ROAD SW
VIENNA,VA22180 		    ESSENTIAL NEEDS 5,000

UNIVERSITY OF TEXAS AT SOUTHWESTERN

5323 HARRY HINES BLVD
DALLAS,TX75230 		    MEDICAL RESEARCH 10,000

NATIONAL CENTER FOR MISSING AND EXPLOITED CHILDREN

333 JOHN CARLYLE STREET SUITE 125
ALEXANDRIA,VA22314 		    RETURN OF CHARITABLE CONTRIBUTION - RECIPIENT WAS NOT ABLE TO USE FUNDS FOR CHARITABLE PURPOSE -20,000
Total .................................right arrow 3a 2,800,250
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 8  
4 Dividends and interest from securities ....     14 1,305,019  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 812,942  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 2,117,969 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,117,969
(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
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
SUNSHINE FOUNDATION
 
Employer identification number

56-6615926
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
SUNSHINE FOUNDATION
  		Employer identification number
56-6615926
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
PEARL B KALIKOW IRREVOCABLE TRUST UTA 07162003
 
80 CROSSWAYS PARK DRIVE WEST
 
WOODBURY, NY117972000

$ 2,483,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
PEARL B KALIKOW IRREVOCABLE TRUST UTA 07162003
 
80 CROSSWAYS PARK DRIVE WEST
 
WOODBURY, NY117972000

$ 6,440,014


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

$  


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

$  


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

$  


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

$  


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

56-6615926
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 PUBLICLY TRADED SECURITIES $ 9,639,383 2023-06-05
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
SUNSHINE FOUNDATION
  		Employer identification number

56-6615926
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
SUNSHINE FOUNDATION
EIN:
56-6615926
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 12,248 0 0 12,248

TY 2023 InvestmentsCorpStockSchedule
Name:
SUNSHINE FOUNDATION
EIN:
56-6615926
Name of Stock End of Year Book Value End of Year Fair Market Value
E-TRADE FINANCIAL 134,419 295,405
MORGAN STANLEY 21,654,328 30,627,021
WELLS FARGO 12,125,137 18,266,451

TY 2023 OtherAssetsSchedule
Name:
SUNSHINE FOUNDATION
EIN:
56-6615926
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DUE FROM CITIBANK 10,200 0 0


TY 2023 OtherExpensesSchedule
Name:
SUNSHINE FOUNDATION
EIN:
56-6615926
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GRANT ADMINISTRATION, MONITORING AND SELECTION 65,000 0 0 65,000
SOFTWARE 5,535 0 0 5,535
INVESTMENT FEES 75,463 0 0 75,463
INSURANCE 6,208 0 0 6,208
PAYROLL FEES 3,829 0 0 3,829
OFFICE SUPPLIES AND EXPENSES 760 0 0 760
BANK FEES 546 0 0 546
BUSINESS REGISTRATION FEES 750 0 0 750


TY 2023 OtherLiabilitiesSchedule
Name:
SUNSHINE FOUNDATION
EIN:
56-6615926
Description Beginning of Year - Book Value End of Year - Book Value
PAYROLL LIABILITIES 20,217 20,217


TY 2023 OtherProfessionalFeesSchedule
Name:
SUNSHINE FOUNDATION
EIN:
56-6615926
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BOOKKEEPING 10,000 0 0 10,000


TY 2023 SubstantialContributorsSch
Name:
SUNSHINE FOUNDATION
EIN:
56-6615926
Name Address
PEARL B KALIKOW IRREVOCABLE TRUST UTA 07162003
  		80 CROSSWAYS PARK DRIVE WEST
WOODBURY,NY11797


TY 2023 TaxesSchedule
Name:
SUNSHINE FOUNDATION
EIN:
56-6615926
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 17,048 0 0 17,048
FEDERAL TAXES 20,001 0 0 20,001