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
STRAUSS FOUNDATION INCORPORATED
 
% Leon Strauss
Number and street (or P.O. box number if mail is not delivered to street address)101 GARRISON FOREST RD
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OWINGS MILLS, MD211174107
A Employer identification number

52-6039178
B Telephone number (see instructions)

C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,215,605
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 8 8  
4 Dividends and interest from securities... 34,188 34,188  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 0
b Gross sales price for all assets on line 6a 97,862
7 Capital gain net income (from Part IV, line 2)...  
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).......      
12 Total. Add lines 1 through 11........ 34,196 34,196  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 1,006 1,006   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 185 185   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,191 1,191   0
25 Contributions, gifts, grants paid....... 81,130 81,130
26 Total expenses and disbursements. Add lines 24 and 25 82,321 1,191   81,130
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -48,125
b Net investment income (if negative, enter -0-) 33,005
c Adjusted net income (if negative, enter -0-)... 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............. 32,332 59,379 59,379
2 Savings and temporary cash investments......... 235,585 112,156 112,156
3 Accounts receivable right arrow0
Less: allowance for doubtful accounts right arrow0 0 0 0
4 Pledges receivable right arrow0
Less: allowance for doubtful accounts right arrow0 0 0 0
5 Grants receivable................. 0 0 0
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.............. 0 0 0
9 Prepaid expenses and deferred charges.......... 0 0 0
10a Investments—U.S. and state government obligations (attach schedule) 97,862 Click to see attachment
List of Attached Documents:
// Content
146,119
148,291
b Investments—corporate stock (attach schedule)....... 773,605 Click to see attachment
List of Attached Documents:
// Content
773,605
895,779
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............. 0 0 0
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,139,384 1,091,259 1,215,605
Liabilities 17 Accounts payable and accrued expenses.......... 0 0
18 Grants payable................. 0 0
19 Deferred revenue................. 0 0
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)...... 0 0
22 Other liabilities (describe right arrow) 0 0
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........... 1,139,384 1,091,259
25 Net assets with donor restrictions............ 0 0
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    
29 Total net assets or fund balances (see instructions)..... 1,139,384 1,091,259
30 Total liabilities and net assets/fund balances (see instructions). 1,139,384 1,091,259
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
1,139,384
2
Enter amount from Part I, line 27a .....................
2
-48,125
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,091,259
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,091,259
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.)
1a
b
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
b
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  
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) 1 459
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........................... 3 459
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- ..... 5 459
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 459
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMD
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrown/a
14
The books are in care ofright arrowLeon Strauss Telephone no.right arrow (410) 363-1070

Located atright arrow101 GARRISON FOREST RDOWINGS MILLSMD ZIP+4right arrow211174107
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
 
No
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
 
No
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
leon strauss President Director
2.00
0 0 0
101 garrison forest rd
owings mills,MD21117
Hannah S Magram VPres Secrty Directr
1.00
0 0 0
3611 Gardenview Rd
Baltimore,MD21208
David Magram Director
0.00
0 0 0
8185 Via Ancho
880389
Boca Raton,FL33488
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
895,778
b
Average of monthly cash balances.......................
1b
36,430
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
932,208
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
932,208
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
0
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
932,208
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
46,610
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
46,610
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
459
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
0
c
Add lines 2a and 2b............................
2c
459
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
46,151
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
46,151
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
46,151
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 Click to see attachment
List of Attached Documents:
// Content
..........
1a
81,130
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
81,130
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 46,151
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:2021, 2020, 2019 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 5,120
d From 2021...... 5,368
e From 2022...... 11,997
f Total of lines 3a through e ........ 22,485
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 81,130
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions).....
0
c Treated as distributions out of corpus (Election
required—see instructions)........
0
d Applied to 2023 distributable amount..... 46,151
e Remaining amount distributed out of corpus 34,979
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 57,464
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
57,464
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 5,120
c Excess from 2021.... 5,368
d Excess from 2022.... 11,997
e Excess from 2023.... 34,979
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year
Accuracy in Media


4350 E W Hwy
suite 555
Bethesda,MD20854
  509a1 education 100
Adelante Laina


2907 Strathmore Ave
Baltimore,MD21209
  509a1 Education 1,000
AISH


915 Clifton Ave
4
Clifton,NJ07013
  509a1 Education 200
American Academy of Ophthalmology


655 Beach St
San Francisco,CA94109
  509a1 Education 500
Americans for Ben Gurion University


1001 Ave of the Americas
19th floor
New York,NY10018
  509a1 Education 200
American Cancer Society


250 Williams Street NW
Atlanta,GA30303
  509a1 medical 200
Am Comitee Shaare Zedek Hospital


1040 Ave of the Amerias
23rd floor
New York,NY10018
  509a1 medial 1,000
Am Cmte for Weizmann Institute


633 Third ve
20th floor
New York,NY10017
  509a1 Education 600
American Enterprise Institute


1789 Massachusetts Ave
Washington,DC20036
  509a1 Education 200
American Friends Hebrew University


5100 Wisconsin Ave NW
Washington,DC20016
  509a1 Education 600
Amerian Inst for Economic Research


250 Division Street
Great Barrington,MA01230
  509a1 Education 100
American Jewish Committee


165 E 56th Street
New York,NY10022
  509a1 charitable 200
American Friends Magen David Adom


888 7th Ave
New York,NY10019
  509a1 medical 300
Amerian Friends Tel Aviv University


39 Broadway
1510
New York,NY10006
  509a1 Education 300
American Technion Society


55 E 59th St
New York,NY10002
  509a1 Education 800
Aquarium of the Pacific


100 Aquarium Way
Long Beach,CA90802
  509a1 Education 249
Assoc Jewish Fed of Baltimore


101 Mt Royal Ave
Baltimore,MD21201
  509a1 charitable 40,100
Atlas Network


2 Liberty Center
4075 Wilson
Arlington,VA22007
  509a1 Education 100
Atlas Society


22001 North Park Drivee
250
Kingwood,TX77339
  509a1 Education 620
Bias Yaacov Ateres Miriam


PO Box 313
Cedarhurst,NY11516
  509a1 Education 200
Baltimore Symphony Orchestra


1212 Cathedral St
Baltimore,MD21201
  509a1 Education 100
Barnard College


3009 Broadway
New York,NY10027
  509a1 Education 200
Beth Tfiloh Congregation


3300 Old Court Rd
Baltimore,MD21208
  509a1 religious 2,944
Birthright Israel


PO Box 5892
Hicksville,NY11802
  509a1 Education 200
B'nai B'rith


2020 K St NW
Washington,DC20006
  509a1 Education 200
Boys Town Jerusalem


1 Penn Plaza
New York,NY10119
  509a1 charitable 200
Broward Health


1700 NW 49th St
suite 125
Fort Lauderdale,FL33309
  509a1 medical 260
CAMERA


Box 35040
boston,MA02135
  509a1 Education 100
Capital Research Center


1513 16th Street
Washington,DC20036
  509a1 Education 100
CFACT


1875 Eye St NW
Washington,DC20006
  509a1 Education 100
Chizuk Amuno Congregation


6954 Stevenson Rd
Baltimore,MD21208
  509a1 religious 5,888
Claremont Institute


1317 Foothill Blvd
Upland,CA91786
  509a1 Education 400
Columbia Univ Business Sch


622 W 113rd St
New York,NY10025
  509a1 Education 100
Common Sense Society


1455 Pennsylvania Ave NW
suite 400
Washington,DC20004
  509a1 Education 100
David Horowitz Freedom Center


PO Box 150707
Houston,TX77219
  509a1 charitable 100
Disabled American Veterans


PO Box 14301
Cincinnati,OH45250
  509a1 charitable 100
Encounter for Culture and Education


900 Broadway
New York,NY10003
  509a1 Education 100
Federalist Media Foundation


666 Dundee Rd
Bldg 600
Northbrook,IL60062
  509a1 Education 100
FLAME


Box 590359
San Francisco,CA94159
  509a1 education 100
Foundation American Innovation


2443 Fillmore S
380 3386
San Francisco,CA94115
  509a1 Education 100
Foundation for Economic Education


18119 Peachtree Rd NE
300
Atlanta,GA30309
  509a1 education 100
Freedom Alliance


22570 Markey Ct
240
Dulles,VA20166
  509a1 education 200
Friends of IDF


1430 Broadway
New York,NY10018
  509a1 charitable 500
Friends of Yad Sarah


14 E 60th St
suite 705
New York,NY10022
  509a1 charitable 200
Friends of United Hatzolah


208 E 51st St
New York,NY10022
  509a1 medical 300
Goucher College


1021 Dulaney Valley Road
Towson,MD21204
  509a1 education 200
Hadassah


40 Wall Street
New York,NY10005
  509a1 medical 300
Harvard Business School


PO Box 412275
Boston,NY02241
  509a1 education 100
Heritage Foundation


214 Massachusetts Ave
Washington,DC20002
  509a1 education 200
Hillel


800 8th Ave NW
Washington,DC20001
  509a1 education 200
Hillsdale


33 College Station
Hillsdale,MI49242
  509a1 education 100
Hoover Low Vision GBMC Foundation


6569 N Charles St PPW 504
Towson,MD21204
  509a1 medical 500
Hoover Institute


1399 New York Ave
500
Washington,DC20005
  509a1 Education 200
Hopkins Hillel


3109 N Charles St
Baltimore,MD21218
  509a1 religious 100
Hudson Institute


1201 Pennsylvania Ave
400
Washington,DC20004
  509a1 Education 200
Inst Advanced Studies in Culture


PO Box 37963
Boone,IA50037
  509a1 Education 100
Institute for Humane Studies


3434 Washington Blvd
MS 1C5
Arlington,VA22201
  509a1 Education 100
Intercollegiate Studies Institute


3901 Centerville Rd
Wilmington,DE19801
  509a1 Education 250
James Madison Institute


100 N Duval St
Tallahassee,FL32301
  509a1 Education 1,400
JBI International


110 E 30th St
New York,NY10016
  509a1 medical 150
Jewish Caring Network


122 Slade Ave
suite 100A
Baltimore,MD21208
  509a1 charitable 100
Jewish Federation Broward County


5890 S Pine Island Rd
Davie,FL33428
  509a1 charitable 2,000
Jewish War Veterans


1181 R St NW
Washington,DC20009
  509a1 charitable 50
Jewish National Fund


42 E 69th St
New York,NY10021
  509a1 charitable 500
Johns Hopkins University


3400 N Charles Street
Baltimore,MD21218
  509a1 Education 350
Judicial Watch


425 3rd St SW
Washington,DC20024
  509a1 Education 200
Keren Or


1133 Broadway
New York,NY10160
  509a1 medical 250
Krieger Schechter Day School


8100 Stevenson Rd
Baltimore,MD21208
  509a1 Education 545
LA Zoo GLAZA


5333 Zoo Dr
Los Angeles,CA90027
  509a1 Education 190
Laniado Development Fund


500 7th Avenue
8b117
New York,NY10018
  509a1 medical 100
Lifebridge Health


2401 W Belvedere Ave
Baltimore,MD21215
  509a1 medical 2,000
McDonogh School


8600 McDonogh Road
Owings Mills,MD21117
  509a1 Education 500
Manhattan Institute


52 Vanderbilt Ave
New York,NY10017
  509a1 Education 500
Medical Alumni Univ of MD


522 Lombard St
Baltimore,MD21201
  509a1 medical 185
MEMRI


PO Box 27837
Washington,DC20038
  509a1 Education 100
Memorial Sloan Kettering


PO Box 5028
Hagestown,MD21741
  509a1 Education 100
Mercatus Center George Mason Univ


3434 Washington Blvd
4th Floor
Arlington,VA22201
  509a1 Education 300
National Civic Arts Society


300 New Jersey Ave NW
900
Washington,DC20001
  509a1 Education 600
Natural History Museum LA County


900 Exposition Blvd
Los Angeles,CA90007
  509a1 Education 169
Ner Israel Rabbinical College


Yeshiva Lane
Pikesville,MD21208
  509a1 Education 300
New Criterion Foundation CR


900 Broadway
suite 602
New York,NY10003
  509a1 Education 300
New England Music Camp


8 Goldenrod Lane
Sidney,ME04330
  509a1 Education 100
Optimates Society


34 Lynwood Place
2
New Haven,CT06511
  509a1 Education 500
Palm Beach Freedom Institute


249 Royal Palm Way
301
Palm Beach,FL33480
  509a1 Education 595
Property and Environment Res Ctr


2048 Analysis Rd
suite A
Boseman,MT59718
  509a1 Education 100
Reason Foundation


5737 Mesmer Ave
Los Angeles,CA90230
  509a1 Education 300
Roger Scruton Legacy Foundation


648 Seal St
Costa Mesa,CA92627
  509a1 education 100
RYR-1 Foundation


PO Box 13312
Pittsburgh,PA15243
  509a1 medical 300
St James Academy


1020 W Lafayette Ave
Baltimore,MD21217
  509a1 Education 500
Shearith Israel Congregation


5835 Park Heights Ave
Baltimore,MD21215
  509a1 religious 300
Shriver Hall Concert Series


3400 N Charles St
Baltimore,MD21218
  509a1 Education 100
Slifka Center


80 Wall Street
New Haven,CT06511
  509a1 Education 100
Special Operations Warrior Foundn


PO Box 89367
Tampa,FL33689
  509a1 charitable 500
Stand with Us


PO Box 341069
Los Angeles,CA90034
  509a1 Education 500
New Atlantis Ctr Study Tech


1730 M St NW
suite 910
Washington,DC20036
  509a1 Education 100
Temple Beth-El


67 US Hwy 206
Hillsborough,NJ08844
  509a1 charitable 500
Tikvah Fund


165 E 56th St
4th Floor
New York,NY10022
  509a1 Education 500
Torah Institute of Baltimore


35 Rosewood Lane
Owings Mills,ME21117
  509a1 Education 200
United Negro College Fund


1805 7th St NW
Washington,DC20001
  509a1 Education 200
US Navy Memorial


701 Pennsylvania Ave NW
Wilmington,DC20004
  509a1 Education 25
USO


PO Box 96860
Wilmington,DC20077
  509a1 Education 50
WETA


3620 27th St S
Arlington,VT22206
  509a1 Education 60
Wilmer Eye Institute


600 N Wolfe St
Baltimore,MD21287
  509a1 medical 1,000
World Jewish Congress


501 Madison Ave
New York,NY10022
  509a1 charitable 300
Yale University


PO Box 2038
New Haven,CT06521
  509a1 Education 100
Zioinist Organization of America


633 3rd Ave
31 B
New York,NY10017
  509a1 Education 300
Total .................................right arrow 3a 81,130
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 ...........
  8   0 0
4 Dividends and interest from securities ....   34,188   0 0
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 ............
         
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) .. 34,196 0 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
34,196
(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: 23017649
Software Version: V1.0


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 GainLossSaleOtherAssetsSch
Name:
STRAUSS FOUNDATION INCORPORATED
EIN:
52-6039178
Software ID:
23017649
Software Version:
V1.0
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
US Treasury note matured 2022-11 Purchase 2023-04   97,862 97,862   0 97,862 0

TY 2023 InvestmentsCorpStockSchedule
Name:
STRAUSS FOUNDATION INCORPORATED
EIN:
52-6039178
Software ID:
23017649
Software Version:
V1.0
Name of Stock End of Year Book Value End of Year Fair Market Value
Hess Corp 5,488 42,513
Daimler Truck 2,989 7,237
Mercedes Benz 16,231 30,877
Alphabet 215,951 241,520
HSBC 11,627 4,481
IBM 9,240 91,390
Illinois Tool Works 7,576 124,110
Kyndryl Holdings 180 1,983
PG&E 14,172 18,586
PNC Financial Services 201,955 21,710
Proctor and Gamble 17,610 58,484
Public Service Enterprise Corp. 716 5,525
Tupperware Brands 2,652 751
Unisys 6,100 85
TRowePrice GNMA 126,418 111,142
Biogen 134,700 135,385

TY 2023 InvestmentsGovtObligationsSch
Name:
STRAUSS FOUNDATION INCORPORATED
EIN:
52-6039178
Software ID:
23017649
Software Version:
V1.0
US Government Securities - End of Year Book Value:

146,119
US Government Securities - End of Year Fair Market Value:

148,291
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 OtherExpensesSchedule
Name:
STRAUSS FOUNDATION INCORPORATED
EIN:
52-6039178
Software ID:
23017649
Software Version:
V1.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Tax990 e-filing program 170 170 0 0
Fidelity transaction fee 15 15 0 0


TY 2023 TaxesSchedule
Name:
STRAUSS FOUNDATION INCORPORATED
EIN:
52-6039178
Software ID:
23017649
Software Version:
V1.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Excise tax paid IRS 264 264 0 0
Foreign tax on dividends 742 742 0 0