TY 2023 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023

Name of foundation
THE CRUZ FAMILY FOUNDATION INC

Number and street (or P.O. box number if mail is not delivered to street address)2 CLUB WAY
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
RUMSON, NJ07760

A Employer identification number

45-4089937

B Telephone number (see instructions)

(917) 292-7145

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$3,692,318J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	61
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	105,976		105,454
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		95,950
b	Gross sales price for all assets on line 6a 822,016
7	Capital gain net income (from Part IV, line 2)...			95,117
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........	201,987		200,571
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	2,000	1,000	1,000
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	22,795	22,795	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	6,862	2,274	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	61	0	0
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	31,718		26,069	1,000
25	Contributions, gifts, grants paid.......	216,250			216,250
26	Total expenses and disbursements. Add lines 24 and 25	247,968		26,069	217,250
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-45,981
b	Net investment income (if negative, enter -0-)			174,502
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2023)

Form 990-PF (2023)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	137,284	93,721	93,721
	2	Savings and temporary cash investments.........
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	0	List of Attached Documents: // Content 8,853	8,873
	b	Investments—corporate stock (attach schedule).......	2,260,073	List of Attached Documents: // Content 2,165,344	2,425,510
	c	Investments—corporate bonds (attach schedule).......	540,765	List of Attached Documents: // Content 640,378	639,185
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	491,096	List of Attached Documents: // Content 471,165	525,029
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	3,429,218	3,379,461	3,692,318
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		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
		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	3,429,218	3,379,461
	29	Total net assets or fund balances (see instructions).....	3,429,218	3,379,461
	30	Total liabilities and net assets/fund balances (see instructions).	3,429,218	3,379,461

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

3,429,218

Enter amount from Part I, line 27a .....................

-45,981

Other increases not included in line 2 (itemize) right arrow

Add lines 1, 2, and 3 ..........................

3,383,237

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

3,776

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

3,379,461

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
1 a	PUBLICLY TRADED SECURITIES	P
b	CAPITAL GAINS DIVIDENDS	P
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	821,954	726,899	95,055
b	62		62
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			95,055
b			62
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	95,117
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 ...................		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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	2,426
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	2,426
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	2,426
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	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	5,200
d	Backup withholding erroneously withheld ..........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	5,200
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. List of Attached Documents: // Content		8	141
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	2,633
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax2,633	Refunded	11	0

Form 990-PF (2023)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 . Click to see attachment

List of Attached Documents:

// Content

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

SUSAN CRUZ BARKEY Telephone no. right arrow

(917) 292-7145

Located at right arrow

2 CLUB WAYRUMSONNJ ZIP+4 right arrow

07760

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2023)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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
SHARON CRUZ	PRESIDENT 0.50	0	0	0
2 CLUB WAY RUMSON,NJ07760	PRESIDENT 0.50	0	0	0
SUSAN CRUZ BARKEY	VICE PRESIDENT 0.50	0	0	0
2 CLUB WAY RUMSON,NJ07760	VICE PRESIDENT 0.50	0	0	0
ROBIN CRUZ MCCLEARN	SECRETARY/TREASURER 0.50	0	0	0
2 CLUB WAY RUMSON,NJ07760	SECRETARY/TREASURER 0.50	0	0	0
KELLY CRUZ MCCULLERS	FOUNDATION MANAGER 0.50	0	0	0
2 CLUB WAY RUMSON,NJ07760	FOUNDATION MANAGER 0.50	0	0	0
JEFFREY CRUZ	FOUNDATION MANAGER 0.50	0	0	0
2 CLUB WAY RUMSON,NJ07760	FOUNDATION MANAGER 0.50	0	0	0

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...................				0

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)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

3,441,355

Average of monthly cash balances.......................

111,577

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

3,552,932

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

3,552,932

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

53,294

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

3,499,638

Minimum investment return. Enter 5% (0.05) of line 5................

174,982

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.)

Minimum investment return from Part IX, line 6..................

174,982

Tax on investment income for 2022 from Part V, line 5.......

2,426

Income tax for 2022. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

2,426

Distributable amount before adjustments. Subtract line 2c from line 1............

172,556

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

172,556

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

172,556

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

217,250

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

217,250

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				172,556
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......			61,909
b Total for prior years:20 , 20, 20		0
3 Excess distributions carryover, if any, to 2022:
a From 2018......
b From 2019......
c From 2020......
d From 2021......
e From 2022......
f Total of lines 3a through e ........	0
4Qualifying distributions for 2023 from Part
XI, line 4: $ 217,250
a Applied to 2022, but not more than line 2a			61,909
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.....				155,341
e Remaining amount distributed out of corpus	0
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	0
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........		0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......		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 ..........				17,215
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 ......	0
10 Analysis of line 9:
a Excess from 2019....
b Excess from 2020....
c Excess from 2021....
d Excess from 2022....
e Excess from 2023....

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 4942(j)(3) or4942(j)(5)

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	(e) Total

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).)

SHARON CRUZ

SUSAN CRUZ BARKEY

ROBIN CRUZ MCCLEARN

KELLY CRUZ MCCULLERS

JEFFREY CRUZ

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
122 EAST 66TH FOUNDATION INC 122 EAST 66TH STREET NEW YORK,NY10065	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	500
180 TURNING LIVES AROUND 1 BETHANY ROAD HAZLET,NJ07730	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	25,000
BLAIR IN KENYA 2 PARK ST BLAIRSTOWN,NJ07825	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	5,000
BOCA GRANDE HEALTH CLINIC FOUND INC 280 PARK AVE BOCA GRANDE,FL33921	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	10,000
BOCA GRANDE HISTORICAL SOCIETY PO BOX 553 BOCA GRANDE,FL33921	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	250
BOCA GRANDE WOMENS CLUB PO BOX 65 BOCA GRANDE,FL33921	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	5,000
BREAD FOR THE CITY 1525 SEVENTH ST NW WASHINGTON,DC20001	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	5,000
BROWN UNIVERSITY 164 ANGELL STREET BOX 1877 PROVIDENCE,RI02912	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	5,000
CAMP DUDLEY INC 126 DUDLEY RD WESTPORT,NY12993	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	2,500
CENTRAL PARK CONSERVANCY 14 E 60TH ST 8TH FLOOR NEW YORK,NY10022	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	1,000
COALITION FOR THE HOMELESS 129 FULTON ST NEW YORK,NY10038	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	10,000
COMMON GOOD ATLANTA 255 MATHEWS AVE NE ATLANTA,GA30307	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	5,000
DC SCORES 1140 CONNECTICUT AVE NW SUITE 1200 WASHINGTON,DC20036	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	15,000
DONORS CHOOSE 134 W 37TH ST FLOOR 11 NEW YORK,NY10018	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	5,000
EVANS SCHOLARS FDN 2501 PATRIOT BLVD GLENVIE,IL60026	NONE	PC	EDUCATION: COLLEGE SCHOLARSHIP.	10,000
FRIENDS OF BOCA GRANDE COMMUNITY PO BOX 1222 BOCA GRANDE,FL33921	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	1,000
HOPE PROGRAM INC 1 SMITH ST 4TH FLOOR BROOKLYN,NY11201	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	10,000
JACK LANGERMAN COMMUNITY FOUNDATION 7910 GREENTREE RD BETHESDA,MD20817	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	15,000
JOHANN FUST LIBRARY FOUNDATION PO BOX 309 BOCA GRANDE,FL33921	NONE	POF	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	1,000
LUNCH BREAK PO BOX 2215 RED BANK,NJ07701	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	50,000
MIDDLEBURY COLLEGE 700 EXCHANGE STREET MIDDLEBURY,VT05753	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	5,000
PLAYERS PHILANTHROPY FUND 1122 KENILWORTH DR STE 201 TOWSON,MD21204	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	2,500
RUMSON COUNTRY DAY SCHOOL 35 BELLEVUE AVE RUMSON,NJ07760	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	2,500
THE ISLAND SCHOOL FOUNDATION PO BOX 1505 BOCA GRANDE,FL33921	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	10,000
THE RENFREW CENTER FDN 475 SPRING LN PHILADELPHIA,PA19128	NONE	POF	GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE AT THEIR NEW YORK CITY CENTER.	5,000
TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND,NY10306	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	5,000
WESTOVER SCHOOL 1237 WHITTEMORE ROAD MIDDLEBURY,CT06762	NONE	PC	UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE.	5,000
Total ................................. 3a				216,250

bApproved for future payment

Total ................................. 3b				0

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	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....			14	105,976
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	95,950
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		201,926	0

13Total. Add line 12, columns (b), (d), and (e)..................

201,926

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2023)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2023 AccountingFeesSchedule

Name:

THE CRUZ FAMILY FOUNDATION INC

EIN:

45-4089937

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	2,000	1,000		1,000

- TIN:

TY 2023 ExplnOfNonFilingWithAGStmt

Name:

THE CRUZ FAMILY FOUNDATION INC

EIN:

45-4089937

Statement:

THE ORGANIZATION IS AUTHORIZED TO DO BUSINESS IN THE STATE OF FLORIDA. THE STATE OF FLORIDA HAS NO REGISTRATION REQUIREMENT WITH THE OFFICE OF THE ATTORNEY GENERAL FOR AN ORGANIZATION THAT DID NOT ENGAGE IN SOLICITATION OF CONTRIBUTIONS.

- TIN:

TY 2023 InvestmentsCorpBondsSchedule

Name:

THE CRUZ FAMILY FOUNDATION INC

EIN:

45-4089937

Name of Bond	End of Year Book Value	End of Year Fair Market Value
ALLEGION US HLDG CO INC	16,076	16,657
ALTRIA GROUP INC NTS B/E	13,649	13,964
AMERICAN TOWER CORP B/E	2,771	2,850
AMERICAN TOWER CORP B/E	13,845	13,751
AT&T INC B/E	2,887	2,964
AT&T INC NTS B/E	15,028	13,671
B A T CAPITAL CORP	2,832	2,953
BERRY GLOB INC	16,510	17,117
BLOCK FINANCIAL LLC	2,636	2,747
BLOCK FINANCIAL NTS B/E	14,946	14,284
BOYD GAMING CORP NTS B/E	14,529	14,430
CA INC NTS B/E	13,161	13,544
CARLISLE COS INC NTS	8,533	8,623
CARLISLE COS INC NTS CALL	3,884	3,923
CARRIER GLOB CORP	1,710	1,792
CARRIER GLOB CORP NTS	8,269	7,526
CDW LLC/ CDW FIN CORP	15,421	14,365
CONAGRA BRANDS INC NTS CALL	13,810	12,873
CONAGRA FOODS INC	2,959	2,998
DICK'S SPORTING GOODS	15,725	17,065
DISCOVERY COMM INC NTS	17,289	16,179
DOLLAR TREE INC B/E CALL	14,697	13,704
ENCOMPASS HEALTH CORP	6,834	6,699
ENCOMPASS HEALTH CORP	2,798	2,827
EXPEDIA INC	15,906	16,404
FIXED INCOME - ACCRUED INTEREST	0	6,964
FLEX LTD	15,289	15,505
GLOBAL PAYMENTS INC	16,229	16,735
HCA INC	8,827	9,073
HCA INC NTS B/E CALL	5,566	5,121
HP INC	12,576	13,314
KRAFT HEINZ FOODS CO NTS	14,635	13,740
L BRANDS INC	15,058	15,586
MICROCHIP TECHNOLOGY INC	14,318	13,792
MOLSON COORS BREWING CO CALL	17,554	16,290
MOTOROLA SOLUTIONS INC	8,033	8,255
MOTOROLA SOLUTIONS INC	1,949	1,979
MOTOROLA SOLUTIONS INC	3,324	2,985
OLIN CORP	15,427	15,746
ORACLE CORP	15,139	16,343
QORVO INC NTS B/E	17,532	16,129
QVC INC	1,335	1,583
QVC INC B/E CALL	14,869	15,017
REYNOLDS AMERN INC B/E	13,779	13,839
SBA COMMUNICATIONS CORP	11,804	11,683
SERVICE CORP INTL B/E CALL	11,449	10,643
STEEL DYNAMICS INC NTS	15,170	14,377
SVC CORP INTL NTS B/E	5,303	4,900
TEGNA INC NTS B/E CALL	18,914	17,747
TENET HEALTHCARE CORP	17,460	17,949
TRANSDIGM INC NTS B/E CALL	15,628	16,650
TRIMBLE NAV LTD B/E	3,341	3,017
TRIMBLE NAV LTD B/E	10,574	10,696
UNITED RENTALS NORTH AM	3,825	3,901
VERIZON COMMUNICATIONS CALL	14,237	12,818
VERIZON COMMUNICATIONS CALL	2,896	2,971
WABTEC B/E	13,845	12,866
WILLIS NA INC	7,799	7,926
WILLIS NA INC	2,859	2,923
WILLIS NORTH AMER INC	2,599	2,686
ZIMMER BIOMET HOLDINGS	14,531	13,526

- TIN:

TY 2023 InvestmentsCorpStockSchedule

Name:

THE CRUZ FAMILY FOUNDATION INC

EIN:

45-4089937

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ABBOTT LABS	13,615	14,199
ABBVIE INC COM	13,517	14,567
ACCENTURE PLC IRELAND CL A	14,174	17,896
AGILENT TECHNOLOGIES INC	3,568	5,144
AIR LEASE CORP CL A	4,354	4,613
AIR PROD & CHEMICAL INC	12,046	13,142
AKAMAI TECHNOLOGIES	4,817	6,272
ALBEMARLE CORP	16,744	13,147
ALIBABA GROUP HLDG LTD	11,835	3,488
ALPHABET INC CL A	7,863	13,969
ALPHABET INC CL C	29,853	43,547
ALTRIA GROUP INC	18,027	13,352
AMAZON.COM INC	14,988	23,399
AMER ELECTRIC POWER CO	5,286	4,873
AMERICOLD REALTY TRUST REIT	4,638	4,268
ANALOG DEVICES INC	12,500	13,701
ANSYS INC	5,157	6,169
APPLE INC	31,892	36,966
APPLIED MATERIALS INC	1,814	4,052
ARROW ELECTRONICS INC	3,531	4,034
AUTODESK INC	13,947	13,148
AUTOMATIC DATA PROCESSING	9,557	10,251
BERKSHIRE HATHAWAY INC NEW	31,360	32,456
BIO RAD LABORATORIES INC CL A	4,623	3,552
BLACK ROCK INC	32,034	37,343
BLOCK INC CL A	7,338	5,337
BOEING COMPANY	16,599	24,241
BOSTON PROPERTIES INC	3,805	3,298
BROADCOM INC	11,951	21,209
BROADRIDGE FINANCIAL SOLUTIONS	3,766	4,527
CARMAX INC	11,851	8,825
CATALENT INC	6,159	3,729
CBRE GROUP INC CL A	3,759	6,889
CENCORA INC	2,338	4,518
CHAMPIONX CORP COM	2,769	2,687
CHEVRON CORP	16,482	14,319
CHUBB LTD CHF	9,046	12,656
CHURCH & DWIGHT CO INC	15,922	14,468
CISCO SYSTEMS	11,450	10,912
COCA COLA CO COM	11,782	13,141
COTERRA ENERGY INC	1,588	4,262
CSX CORPORATION	3,759	4,819
CUMMINS INC	3,090	3,594
D R HORTON INC	3,563	6,535
DARDEN RESTAURANTS INC	3,749	6,079
DEERE AND CO	1,875	2,799
DENTSPLY SIRONA INC	3,951	3,381
DFA INTERNATIONAL VALUE FUND CLASS I	430,063	450,189
DIAGEO PLC	2,602	2,185
DOVER CORP	3,536	4,768
EASTMAN CHEMICAL CO	3,646	3,952
ENTEGRIS INC	6,093	6,950
EOG RESOURCES	5,709	7,378
EXPEDITORS INTL WASH INC	5,054	6,869
EXXON MOBIL CORP	15,844	14,997
FACTSET RESH SYSTEMS INC	4,833	6,679
FEDEX CORP	13,339	16,443
FISERV INC	14,696	17,668
GATX CORP	2,279	3,607
GENL DYNAMICZ CORP	2,835	4,674
GLOBAL PAYMENTS INC	4,725	4,318
HELMERICH & PAYNE INC	3,408	2,608
HEXCEL CORP NEW	2,800	3,540
HOME DEPOT INC	27,006	30,496
HONEYWELL INTL INC	10,322	10,905
HOULIHAN LOKEY INC	2,853	5,396
ILLUMINA INC	10,849	5,430
INTERCONTINENTAL EXCHANGE GROUP	4,189	5,651
INTUITUVE SURGICAL INC	4,012	5,398
JOHNSON & JOHNSON COM	26,400	24,608
JPMORGAN CHASE & CO	10,881	15,649
KEYCORP NEW	3,762	3,787
KEYSIGHT TECHNOLOGIES INC COM	3,759	5,727
LABORATORY CORP AMER HLDGS NEW	3,630	4,546
LINDE PLC	9,428	13,964
LORD ABBETT BOND DEBENTURE FUND CLASS F	150,937	132,382
LOWES COMPANIES INC	4,541	10,460
LUMENTUM HOLDINGS INC	5,113	3,250
MARSH & MCLENNAN COS INC	6,738	10,042
MARTIN MARIETTA MATERIALS INC	17,780	23,948
MASCO CORP	5,092	6,631
MCDONALDS CORP	9,634	11,564
META PLATFORMS INC CL A	21,375	32,564
MICROSOFT CORP	41,503	72,576
MONSTER BEVERAGE CORP NEW COM	9,009	12,905
MORGAN STANLEY	11,011	11,097
MURPHY OIL CORP	2,512	2,560
NESTLE S A SPONSORED ADR	16,322	14,222
NETFLIX INC	11,505	18,501
NEWMARKET CORP	10,845	18,012
NEXTERA ENERGY INC COM	10,031	8,443
NORFOLK STHN CORP	16,671	15,365
NOVARTIS	4,728	5,553
NOVO NORDISK	3,008	8,483
NVIDIA CORP	9,221	31,694
O REILLY AUTOMOTIVE INC	11,594	15,201
OLD DOMINION FREIGHT LINES INC	9,850	15,403
ORACLE	23,639	34,159
PACKAGING CORP OF AMERICA	2,408	3,421
PAYPAL HOLDINGS INC	6,676	3,869
PFIZER INC	12,550	6,708
PHILLIPS 66	4,658	6,790
PRINCIPAL SPECTRUM	215,077	209,626
PROCTER & GAMBLE CO	10,406	10,551
PROGRESSIVE CORP OHIO	15,278	25,166
PROLOGIS INC COM	11,844	12,930
QUALCOMM INC	5,370	7,521
RAYMOND JAMES FINANCIAL CORP	2,778	5,352
REGENERON PHARMACEUTICLS INC	6,946	9,661
REINSURANCE GROUP AMER INC NEW	4,132	5,501
RENAISSANCERE HOLDINGS LTD	3,756	4,312
REPUBLIC SERVICES INC	23,567	31,168
ROCHE HLDG LTD SPONS ADR SWITZ	5,372	4,493
SALESFORCE.COM INC	12,481	14,473
SANDOZ GROUP	261	352
SBA COMMUNICATIONS CORP NEW	4,592	4,313
SCHWAB CHARLES CORP NEW	22,079	18,576
SCOTTS MIRACLE-GRO CO CL A	6,429	3,825
SEALED AIR CORP NEW	3,531	3,104
SEI INVESTMENTS CO	4,608	5,211
SENSATA TECHNOLOGIES HLDG PLC	4,836	3,795
SHOPIFY INC CL A	6,685	8,803
SKYWORKS SOLUTIONS INC	5,352	4,272
SNAP ON INC	3,110	5,199
SPIRIT AEROSYSTEMS HOLDINGS	5,043	5,244
STARBUCKS CORP	36,864	36,964
STETICYCLE INC	3,224	2,676
STIFEL FINANCIAL CORP	2,733	4,564
SYNOPSYS INC	3,736	7,209
SYSCO CORP	3,313	3,730
TAIWAN SEMICONDUCTOR MFG CO	15,153	16,952
TESLA INC	19,295	22,115
TEXAS INSTRUMENTS	16,910	16,705
THERMO FISHER SCIENTIFIC INC	5,925	5,839
TJX COS INC NEW	2,559	3,940
TRANE TECHNOLOGIES PLC	3,763	4,634
ULTA BEAUTY INC	4,255	4,410
UNION PACIFIC CORP	10,839	12,772
UNITED PARCEL SERVICE INC CL B	12,427	11,163
UNITEDHEALTH GROUP INC	14,763	16,321
VERTEX PHARMACEUTICAL INC	5,851	11,800
VISA INC CL A	31,068	44,520
WALT DISNEY CO (HOLDING CO)	15,598	11,738
WEC ENERGY GROUP INC COM	3,952	3,619
WOODWARD INC	3,202	4,356
WORKDAY INC CL A	4,331	5,245
YUM CHINA HLDGS INC	2,361	1,867
YUMI BRANDS INC	3,853	4,965

- TIN:

TY 2023 InvestmentsGovtObligationsSch

Name:

THE CRUZ FAMILY FOUNDATION INC

EIN:

45-4089937

US Government Securities - End of Year Book Value:

8,853

US Government Securities - End of Year Fair Market Value:

8,873

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

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

- TIN:

TY 2023 InvestmentsOtherSchedule2

Name:

THE CRUZ FAMILY FOUNDATION INC

EIN:

45-4089937

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
VANGUARD FTSE EMERGING MARKETS	AT COST	168,777	178,456
VANGUARD SMALL-CAP ETF	AT COST	170,413	221,010
XTRACKERS USD HIGH YIELD	AT COST	131,975	125,563

- TIN:

TY 2023 OtherDecreasesSchedule

Name:

THE CRUZ FAMILY FOUNDATION INC

EIN:

45-4089937

Description	Amount
COST BASIS ADJUSTMENT	3,776

- TIN:

TY 2023 OtherExpensesSchedule

Name:

THE CRUZ FAMILY FOUNDATION INC

EIN:

45-4089937

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
STATE FILING FEES	61	0		0

- TIN:

TY 2023 OtherProfessionalFeesSchedule

Name:

THE CRUZ FAMILY FOUNDATION INC

EIN:

45-4089937

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
UBS FEES	22,795	22,795		0

- TIN:

TY 2023 TaxesSchedule

Name:

THE CRUZ FAMILY FOUNDATION INC

EIN:

45-4089937

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAX WITHHELD	2,274	2,274		0
EXCISE TAX	4,588	0		0