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
BUTLER FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)CO SHEILA PAPEZ PO BOX 11270
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PRESCOTT, AZ86304
A Employer identification number

13-3591664
B Telephone number (see instructions)

(866) 888-5157
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$3,218,715J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 74,106 74,106  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 61,151
b Gross sales price for all assets on line 6a 626,618
7 Capital gain net income (from Part IV, line 2)... 61,151
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........ 135,257 135,257  
Operating and Administrative Expenses 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)....... Click to see attachment
List of Attached Documents:
// Content
10,000 5,000   5,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
22,125 22,125   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,559 3,559   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
250 0   250
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 35,934 30,684   5,250
25 Contributions, gifts, grants paid....... 160,560 160,560
26 Total expenses and disbursements. Add lines 24 and 25 196,494 30,684   165,810
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -61,237
b Net investment income (if negative, enter -0-) 104,573
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 33,576 23,384 23,384
2 Savings and temporary cash investments......... 73,193 73,799 73,799
3 Accounts receivable right arrow2,500
Less: allowance for doubtful accounts right arrow   6,350 2,500 2,500
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,144,370 Click to see attachment
List of Attached Documents:
// Content
974,911 		1,653,656
c Investments—corporate bonds (attach schedule)....... 229,604 Click to see attachment
List of Attached Documents:
// Content
321,389 		313,441
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,181,869 Click to see attachment
List of Attached Documents:
// Content
1,213,056 		1,151,935
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) 2,668,962 2,609,039 3,218,715
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,668,962 2,609,039
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 2,668,962 2,609,039
30 Total liabilities and net assets/fund balances (see instructions). 2,668,962 2,609,039
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
2,668,962
2
Enter amount from Part I, line 27a .....................
2
-61,237
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,314
4
Add lines 1, 2, and 3 ..........................
4
2,609,039
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,609,039
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a JP MORGAN CAP TRANSACTIONS 1006   2023-01-01 2023-12-31
b JP MORGAN CAP TRANSACTIONS 1006   2023-01-01 2023-12-31
c JP MORGAN CAP TRANSACTIONS 1006 P 2023-01-01 2023-12-31
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 115,201   111,608 3,593
b 506,119   453,859 52,260
c 5,298     5,298
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       3,593
b       52,260
c       5,298
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 61,151
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 1,454
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 1,454
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 1,454
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,100
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,100
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 24
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 622
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow622 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 arrowNY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.BUTLERFAMILYFOUNDATION.ORG
14
The books are in care ofright arrowPRAGER METIS CPAS LLC Telephone no.right arrow (212) 643-0099

Located atright arrow14 PENN PLAZA 18TH FLOORNEW YORKNY ZIP+4right arrow10122
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
MARILYN BUTLER TRUSTEE
1.00 		0 0 0
PO BOX S3
ASPEN,CO81611
LAWRENCE BUTLER TRUSTEE
1.00 		0 0 0
PO BOX S3
ASPEN,CO81611
MICHAEL BUTLER TRUSTEE
1.00 		0 0 0
PO BOX S3
ASPEN,CO81611
HILLARY BUTLER TRUSTEE
1.00 		0 0 0
PO BOX S3
ASPEN,CO81611
ELIOT BUTLER TRUSTEE
1.00 		0 0 0
PO BOX S3
ASPEN,CO81611
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 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
3,037,972
b
Average of monthly cash balances.......................
1b
76,096
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,114,068
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
3,114,068
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
46,711
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,067,357
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
153,368
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
153,368
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,454
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,454
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
151,914
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
151,914
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
151,914
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
165,810
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
165,810
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 7 151,914
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 1,261
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: right arrow$ 165,810
a Applied to 2022, but not more than line 2a 1,261
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..... 151,914
e Remaining amount distributed out of corpus 12,635
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 12,635
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 ...... 		12,635
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.... 12,635
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

4 PAWS FOR ABILITY

207 DAYTON AVE
XENIA,OH45385 		  PC GENERAL 1,000

AARP

601 E ST NW 4TH FL
WASHINGTON,DC20049 		  PC GENERAL 16

ABANDONED CHILDREN'S FUND

2360 MENDOCINO AVE
SANTA ROSA,CA95403 		  PC GENERAL 100

ACES

1995 HAMILTON MILL PKWY
DACULA,GA300192996 		  PC GENERAL 1,200

AEF

5700 DARROW RD STE 118
HUDSON,OH442365026 		  PC GENERAL 6,000

ALS ASSOCIATION

1275 K STREET NW SUITE 250
WASHINGTON,DC20005 		  PC GENERAL 100

ALZHEIMER'S ASSOCIATION

225 NORTH MICHIGAN AVENUE SUITE
1700
CHICAGO,IL60601 		  PC GENERAL 75

ALZHEIMER'S DISEASE RESEARCH FOUNDATION

34 WASHINGTON ST SUITE 200
WELLESLEY HILLS,MA02481 		  PC GENERAL 100

AMERICAN DIABETES ASSOCIATION

2451 CRYSTAL DRIVE SUITE 900
ARLINGTON,VA22202 		  PC GENERAL 50

AMERICAN FRIENDS OF MAGEN DAVID ADOM

20 W 36TH STREET SUITE 1100
NEW YORK,NY10018 		  PC GENERAL 1,000

AMERICAN INDIAN COLLEGE FUND

8333 GREENWOOD BLVD
DENVER,CO80221 		  PC GENERAL 100

AMERICAN INDIAN EDUCATION FUND

633 W 5TH STREET 26TH FLOOR
LOS ANGELES,CA90071 		  PC GENERAL 100

AMERICAN INSTITUTE FOR CANCER RESEARCH

1560 WILSON BOULEVARD SUITE 1000
ARLINGTON,VA22210 		  PC GENERAL 100

AMERICAN KIDNEY FUND

11921 ROCKVILLE PIKE SUITE 300
ROCKVILLE,MD20852 		  PC GENERAL 100

AMERICAN LEPROSY MISSIONS

120 BROADUS AVE
GREENVILLE,SC29601 		  PC GENERAL 25

AMERICAN RED CROSS

430 17TH STREET NW
WASHINGTON,DC20006 		  PC GENERAL 100

AMERICANS HELPING AMERICANS

18053 ROSELAWN ST
DETROIT,MI48221 		  PC GENERAL 50

AMERICANS UNITED FOR SEPARATION OF CHURCH AND STATE

1310 L STREET SUITE 200
WASHINGTON,DC20005 		  PC GENERAL 100

AMERICA'S VET DOGS

371 JERICHO TURNPIKE
ST JAMES,NY11780 		  PC GENERAL 100

AMNESTY INTERNATIONAL

FIVE PENN PLAZA 16TH FLR
NEW YORK,NY10001 		  PC GENERAL 100

ARTHRITIS FOUNDATION

1355 PEACHTREE ST SUITE 600
ATLANTA,GA30309 		  PC GENERAL 50

ASCENDIGO AUTISM SERVICES INC

818 INDUSTRY PLACE
CARBONDALE,CO81623 		  PC GENERAL 16,500

ASPEN ANIMAL SHELTER

101 ANIMAL SHELTER RD
ASPEN,CO81611 		  PC GENERAL 1,000

ASPEN EDUCATION FOUNDATION

PO BOX 2200
ASPEN,CO81612 		  PC GENERAL 4,000

ASPEN FILM

110 EAST HALLAM STREET SUITE 103
ASPEN,CO81611 		  PC GENERAL 1,800

ASPEN HISTORICAL SOCIETY

620 WEST BLEEKER STREET
ASPEN,CO81611 		  PC GENERAL 250

ASPEN PUBLIC RADIO

110 EAST HALLAM STREET SUITE 134
ASPEN,CO81611 		  PC GENERAL 500

ASPEN YOUTH CENTER

861 MAROON CREEK RD
ASPEN,CO81611 		  PC GENERAL 1,000

AUTISM SPEAKS INC

1 EAST 33RD STREET 4TH FLOOR
NEW YORK,NY10016 		  PC GENERAL 5,000

BIRTHRIGHT ISRAEL FOUNDATION

PO BOX 21615
NEW YORK,NY10087 		  PC GENERAL 300

BOWERY MISSION

90 LAFGAYETTE STREET
NEW YORK,NY10013 		  PC GENERAL 100

BRAILLE BOOKS FOR BLIND CHILDREN

1800 JOHNSON STREET
BALTIMORE,MD21230 		  PC GENERAL 100

BRAILLE INSTITUTE OF AMERICA

741 NORTH VERMONT AVE
LOS ANGELES,CA90029 		  PC GENERAL 100

CAMP LAUNCHER

314 BRYN MAWR AVE
BALA CYNWYD,PA190042822 		  PC GENERAL 118

CARE

151 ELLIS STREET NE
ATLANTA,GA30303 		  PC GENERAL 100

CARE

151 ELLIS STREET NE
ATLANTA,GA30303 		  PC GENERAL 1,000

CATE SCHOOL

125 NY-340
SPARKILL,NY10976 		  PC GENERAL 25,000

CENTER FOR VICTIMS OF TORTURE

ST PAUL
ST PAUL,MN55114 		  PC GENERAL 100

CENTRAL PARK CONSERVANCY

14 EAST 60TH STREET 8TH FLOOR
NEW YORK,NY10022 		  PC GENERAL 100

CHABAD OF ASPEN

PO BOX 6639
SNOWMASS VILLAGE,CO81615 		  PC GENERAL 26,492

CHALLENGE ASPEN

PO BOX 6639
SNOWMASS VILLAGE,CO81615 		  PC GENERAL 2,000

CHILDREN'S CANCER RESEARCH FUND - ISRAEL

52 VANDERBILT AVENUE SUITE 1510
NEW YORK,NY10017 		  PC GENERAL 100

CHILDREN'S HUNGER RELIEF FUND

2360 PROFESSIONAL DR
SANTA ROSA,CA95403 		  PC GENERAL 100

CHILDREN'S WISH FOUNDATION

8615 ROSEWELL RD
ATLANTA,GA30350 		  PC GENERAL 150

CITY HARVEST INC

6 EAST 32ND STREET 5TH FLOOR
NEW YORK,NY10016 		  PC GENERAL 150

CITY MEALS ON WHEELS

355 LEXINGTON AVE
NEW YORK,NY10017 		  PC GENERAL 100

COALITION FOR THE HOMELESS

129 FULTON ST
NEW YORK,NY10038 		  PC GENERAL 150

COLEL CHABAD

806 EASTERN PARKWAY
BROOKLYN,NY112133511 		  PC GENERAL 100

COMPASSION & CHOICES

101 SW MADISON ST 8009
PORTLAND,OR97207 		  PC GENERAL 250

CONGREGATION OR ZARUA

127 E 82ND ST
NEW YORK,NY100280800 		  PC GENERAL 1,000

DISABLED AMERICAN VETERANS

3725 ALEXANDRIA PIKE
COLD SPRING,KY41076 		  PC GENERAL 500

DISABLED VETERANS NATIONAL FOUNDATION

4601 FORBES BLVD STE 130
LANHAM,MD20706 		  PC GENERAL 500

DOCTORS WITHOUT BORDERS

40 RECTOR STREET 16TH FLOOR
NEW YORK,NY10006 		  PC GENERAL 500

DOCTOR'S WITHOUT BORDERS

40 RECTOR ST 16TH FLOOR
NEW YORK,NY10006 		  PC GENERAL 1,500

DOROT

171 WEST 85TH STREET
NEW YORK,NY10024 		  PC GENERAL 100

EAST BAY CENTER FOR THE BLIND

2928 ADELINE ST
BERKELEY,CA947032503 		  PC GENERAL 250

EISENHOWER FOUNDATION THE

200 SE 4TH STREET
ABILENE,KS67410 		  PC GENERAL 50

EPILEPSY FOUNDATION

8301 PROFESSIONAL PLACE
LANDOVER,MD20785 		  PC GENERAL 50

FARM COLLABERATIVE

PO BOX 8064
ASPEN,CO816128064 		  PC GENERAL 2,500

FEDERATION OF JEWISH COMMUNITITIES

445 PARK AVE 9TH FLOOR
NEW YORK,NY10022 		  PC GENERAL 225

FEED THE CHILDREN

333 N MERIDIAN
OKLAHOMA CITY,OK73107 		  PC GENERAL 100

FEED THE HUNGRY

500 AUBURN FOLSOM ROAD
AUBURN,CA956035645 		  PC GENERAL 100

FEEDING AMERICA

35 EAST WACKER DRIVE STE 2000
CHICAGO,IL60601 		  PC GENERAL 250

FINCA INTERNATIONAL

1201 15TH STREET NW 8TH FLOOR
WASHINGTON,DC20005 		  PC GENERAL 100

FOOD BANK FOR NYC

39 BROADWAY 10TH FLOOR
NEW YORK,NY10006 		  PC GENERAL 150

FOOD BANK OF THE ROCKIES

10700 E 45TH AVE
DENVER,CO80239 		  PC GENERAL 1,000

FOOD FOR THE POOR INC

6401 LYONS ROAD
COCONUT CREEK,FL33073 		  PC GENERAL 250

FOUNTAIN HOUSE

425 WEST 47TH STREET
NEW YORK,NY10036 		  PC GENERAL 100

FRESH AIR FUND

633 THIRD AVENUE 14TH FLOOR
NEW YORK,NY10017 		  PC GENERAL 100

FRIENDS OF 92NY

1395 LEXINGTON AVENUE
NEW YORK,NY10128 		  PC GENERAL 100

FRIENDS OF WESTHAMPTON AMBULANCE INC

3 HAZELWOOD AVE
W HAMPTON BEACH,NY11978 		  PC GENERAL 100

FRIENDS OF YAD SARAH

445 PARK AVENUE SUITE 1702
NEW YORK,NY10022 		  PC GENERAL 250

GLAUCOMA FOUNDATION THE

80 MAIDEN LN
NEW YORK,NY10038 		  PC GENERAL 50

GUIDE DOGS FOR THE BLIND

PO BOX 151200
SAN RAFAEL,CA94915 		  PC GENERAL 100

GUIDING EYES FOR THE BLIND

611 GRANITE SPRINGS ROAD
YORKTOWN HEIGHTS,NY10598 		  PC GENERAL 100

HABITAT FOR HUMANITY

285 PEACHTREE CENTER AVE NE SUITE
2700
ATLANTA,GA30303 		  PC GENERAL 1,000

HEBREW FREE BURIAL ASSOCIATION

125 MAIDEN LANE 5B
NEW YORK,NY10038 		  PC GENERAL 100

HEIFER INTERNATIONAL

PO BOX 727
LITTLE ROCK,AR72203 		  PC GENERAL 100

HILLEL INTERNATIONAL

800 8TH STREET NW
WASHINGTON,DC20001 		  PC GENERAL 100

HOLIDAY GIFT BASKETS PROGRAM

PO BOX 2192
BASALT,CO81621 		  PC GENERAL 500

HOMES FOR VETERANS

105 HIGHLAND AVE
HARRINGTON PARK,NJ07640 		  PC GENERAL 1,000

INTERNATIONAL EYE FOUNDATION

10801 CONNECTICUT AVENUE
KENSINGTON,MD20895 		  PC GENERAL 50

INTERNATIONAL RESCUE COMMITTEE

122 E 42ND ST
NEW YORK,NY10168 		  PC GENERAL 1,000

JEWBELONG

45 AFTERGLOW WAY
SUMMIT,NJ070445124 		  PC GENERAL 1,000

JEWISH FOUNDATION FOR THE RIGHTEOUS

305 SEVENTH AVENUE 19TH FLOOR
NEW YORK,NY10001 		  PC GENERAL 100

LIGHTHOUSE GUILD INTERNATIONAL INC

250 WEST 64TH STREET
NEW YORK,NY10023 		  PC GENERAL 200

LUKEMIA & LYMPHOMA SOCIETY

3 INTERNATIONAL DRIVE SUITE 200
RYE BROOK,NY10573 		  PC GENERAL 100

MACULAR DEGENERATION ASSOCIATION

5969 CATTLERIDGE BLVD SUITE 100
SARASOTA,FL34232 		  PC GENERAL 50

MACULAR DEGENERATION RESEARCH

22512 GATEWAY CENTER DRIVE
CLARKSBURG
MARYLAND,MD20871 		  PC GENERAL 150

MADD

511 EAST JOHN CARPENTER FREEWAY
SUITE 200
IRVING,TX75062 		  PC GENERAL 100

MERCY SHIPS

15862 STATE HIGHWAY 110 NORTH
LINDALE,TX75771 		  PC GENERAL 100

METROPOLITAN OPERA THE

30 LINCOLN CENTER PLAZA
NEW YORK,NY10023 		  PC GENERAL 100

MOMA

11 W 53RD ST
NEW YORK,NY10019 		  PC GENERAL 1,200

MOUNTAIN RESCUE ASPEN

37925 HIGHWAY 82
ASPEN,CO81611 		  PC GENERAL 500

MSK CANCER CENTER

PO BOX 653067
DALLAS,TX752653067 		  PC GENERAL 2,500

MUSCULAR DYSTROPHY ASSOCIATION

161 NORTH CLARK SUITE 3550
CHICAGO,IL60601 		  PC GENERAL 100

NAMI

4301 WILSON BLVD SUITE 300
ARLINGTON,VA22203 		  PC GENERAL 100

NARAL PRO-CHOICE AMERICA

1725 EYE ST NW STE 900
WASHINGTON,DC200062420 		  PC GENERAL 75

NATIONAL BREAST CANCER RESEARCH CENTER

28 WEST 44TH STREET SUITE 609
NEW YORK,NY10036 		  PC GENERAL 100

NATIONAL DIABETES FUND

259 WEST 30TH STREET SUITE 402
NEW YORK,NY10001 		  PC GENERAL 50

NATIONAL GLAUCOMA RESEARCH

251 POST STREET SUITE 600
SAN FRANCISCO,CA94108 		  PC GENERAL 50

NATIONAL JEWISH HEALTH

1400 JACKSON STREET
DENVER,CO80206 		  PC GENERAL 100

NATIONAL MULTIPLE SCLEROSIS SOCIETY

733 THIRD AVENUE 3RD FLOOR
NEW YORK,NY10017 		  PC GENERAL 150

NATIONAL MUSEUM OF AFRICAN AM HERITAGE

510 BROADWAY
NASHVILLE,TN372033969 		  PC GENERAL 100

NATIONAL ORGANISATION FOR WOMEN

215 W STADIUM DR
STOCKTON,CA952043136 		  PC GENERAL 100

NATIVE AMERICAN CHILDREN'S FUND

24 EAST PALISADE BASIN DRIVE
RED LODGE,MT59068 		  PC GENERAL 100

NATIVE AMERICAN HERITAGE ASSOCIATION

12085 QUAAL ROAD
BLACK HOWK,SD57718 		  PC GENERAL 100

NATIVE AMERICAN VETERANS ASSISTANCE

1010 ENNEN DRIVE
RAPID CITY,SD57703 		  PC GENERAL 500

NEW YORK BOTANICAL GARDEN

2900 SOUTHERN BLVD
BRONX,NY10458 		  PC GENERAL 100

NEW YORK PUBLIC RADIO

160 VARICK STREET 8TH FLOOR
NEW YORK,NY10013 		  PC GENERAL 100

NEW YORK STEM CELL FOUNDATION

619 WEST 54TH ST 3RD FLR
NEW YORK,NY100193545 		  PC GENERAL 1,500

NORTH PLAINS RESERVATION AID

16415 ADDISON ROAD SUITE 200
ADDISON,TX750013210 		  PC GENERAL 200

OCEAN CONSERVANCY

1300 NINETEETH STREET NW 8TH FLOOR
WASHINGTON,DC20036 		  PC GENERAL 1,000

OPERATION HOMEFRONT

1355 CENTRAL PARKWAY SOUTH SUITE
100
SAN ANTONIO,TX78232 		  PC GENERAL 50

OPERATION SMILE

3641 FACULTY BOULEVARD
VIRGINIA BEACH,VA23453 		  PC GENERAL 250

PARKINSON'S FOUNDATION

655 GREEN VIEW RD
LA HABRA HGTS,CA906317823 		  PC GENERAL 150

PAWS OF WAR

127 SMITHTOWN BLVD
NESCONSET,NY11767 		  PC GENERAL 100

PLANNED PARENTHOOD FEDERATION OF AMERICA

123 WILLIAMS ST
NEW YORK,NY10038 		  PC GENERAL 2,000

PLANNED PARENTHOOD OF GREATER NEW YORK

26 BLEECKER STREET
NEW YORK,NY10012 		  PC GENERAL 3,000

PROJECT HOPE

255 CARTER HALL LANE PO BOX 250
MILLWOOD,VA22646 		  PC GENERAL 100

PROSTATE CANCER FOUNDATION

1250 FOURTH STREET
SANTA MONICA,CA90401 		  PC GENERAL 100

PUBLIC CITIZEN

1600 20TH ST NW
WASHINGTON,DC20009 		  PC GENERAL 25

QUOGUE FIRE DEPARTMENT

PO BOX 271
EAST QUOGUE,NY119420271 		  PC GENERAL 100

QUOGUE VILLAGE POLICY BENEVOLENT ASSOC

PO BOX 449
QUOGUE,NY11959 		  PC GENERAL 100

READING IS FUNDAMENTAL

750 FIRST STREET NE SUITE 920
WASHINGTON,DC20002 		  PC GENERAL 100

RED CLOUD INDIAN SCHOOL

100 MISSION DRIVE
PINE RIDGE,SD57770 		  PC GENERAL 150

SALVATION ARMY THE

462 HEMPSTEAD TURNPIKE
ELMONT,NY11003 		  PC GENERAL 100

SAVE THE CHILDREN FEDERATION

501 KINGS HIGHWAY EAST SUITE 400
FAIRFIELD,CT06825 		  PC GENERAL 50

SENIOR CITIZEN ASSO OF AMERICA THE

PO BOX 96085
WASHINGTON,DC200906085 		  PC GENERAL 100

SHEFA SCHOOL THE

40 E 29TH ST
NEW YORK,NY10016 		  PC GENERAL 1,800

SHRINER'S HOSPITAL FOR CHILDREN

2900 ROCKY POINT DRIVE
TAMPA,FL33607 		  PC GENERAL 100

SLOW FOOD USA

9322 3RD AVE 402
BROOKLYN,NY11209 		  PC GENERAL 500

SMILING GOAT RANCH

271 WILLOW LN
CARBONDALE,CO816239517 		  PC GENERAL 250

SOARING EAGLE

922 WYOMING AVE
BILLINGS,MT59101 		  PC GENERAL 250

SOLOMON R GUGGENHEIM FOUNDATION

1071 FIFTH AVE
NEW YORK,NY10128 		  PC GENERAL 600

SOS CHILDREN'S VILLAGE

PO BOX 34604
BETHASDA,MD20827 		  PC GENERAL 100

SOUTHWEST RESERVATION AID

16415 ADDISON ROAD SUITE 200
ADDISON,TX750013210 		  PC GENERAL 105

SPECIAL OLYMPICS NY

504 BALLTOWN ROAD
SCHNECTADY,NY12304 		  PC GENERAL 100

ST JOSEPH'S INDIAN SCHOOL

1301 N MAIN ST
CHAMBERLAIN,SD57325 		  PC GENERAL 100

ST JUDE CHILDREN'S RESEARCH HOSPITAL

220 E 42ND ST
NEW YORK,NY10017 		  PC GENERAL 100

ST LABRE INDIAN SCHOOL

112 ST LABRE WAY CAMPUS DRIVE
ASHLAND,MT59003 		  PC GENERAL 100

TANGER HILLEL AT BROOKLYN COLLEGE

2901 CAMPUS RD
BROOKLYN,NY11210 		  PC GENERAL 6,000

TEAM BLUELINE INC

203 MARCIE CT
SENOIA,GA302761548 		  PC GENERAL 100

TECHNO SERVE

1777 N KENT ST STE 1100
ARLINGTON,VA22209 		  PC GENERAL 50

UJA - FEDERATION OF NY

130 EAST 59TH STREET
NEW YORK,NY10022 		  PC GENERAL 15,000

UNICEF USA

125 MAIDEN LANE
NEW YORK,NY10038 		  PC GENERAL 100

USA FOR UNHCR

259 WEST 30TH STREET
NEW YORK,NY10001 		  PC GENERAL 100

USO

2111 WILSON BOULEVARD SUITE 1200
ARLINGTON,VA22201 		  PC GENERAL 100

VALLEY SETTLEMENT

33-41 TOMPKINS ST
WEST ORANGE,NJ07052 		  PC GENERAL 1,000

VISITING NURSE SERVICES

107 EAST 70TH STREET 5TH FLOOR
NEW YORK,NY10021 		  PC GENERAL 100

WHITNEY MUSEUM OF AMERICAN ART

99 GANSEVOORT ST
NEW YORK,NY10014 		  PC GENERAL 600

WIN

ONE STATE STREET PLAZA 18TH
NEW YORK,NY10004 		  PC GENERAL 100

WIND WALKERS

PO BOX 504
CARBONDALE,CO816230504 		  PC GENERAL 1,000

WNET

825 EIGHTH AVE
NEW YORK,NY10019 		  PC GENERAL 1,000

WOMEN FOR WOMEN INTERNATIONAL

2000 M STREET NW SUITE 200
WASHINGTON,DC20036 		  PC GENERAL 50

WORLD WILDLIFE FUND

1250 24TH STREET NW
WASHINGTON,DC20090 		  PC GENERAL 1,000

YIDDISH BOOK CENTER

1021 WEST STREET
AMHERST,MA01002 		  PC GENERAL 54

YIVO INSTITUTE FOR JEWISH

15 WEST 16TH STREET
NEW YORK,NY10011 		  PC GENERAL 100

ZEKELMAN HOLOCAUST CENTER

28123 ORCHARD LAKE ROAD
FARMINGTON HILLS,MI48334 		  PC GENERAL 1,800
Total .................................right arrow 3a 160,560
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 ........... 		         
4 Dividends and interest from securities ....     14 74,106  
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 61,151  
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) .. 0 135,257 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
135,257
(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.
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May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
BUTLER FAMILY FOUNDATION
EIN:
13-3591664
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 10,000 5,000   5,000

TY 2023 InvestmentsCorpBondsSchedule
Name:
BUTLER FAMILY FOUNDATION
EIN:
13-3591664
Name of Bond End of Year Book Value End of Year Fair Market Value
72201F-49-0 PIMCO INCOME FD-INS-TICKER PIMIX 34,435 30,991
83002G108 SIX CIRCLES ULTRA SHORT DURATION 30,567 30,199
54401E143 LORD ABBETT SHRT DUR INC 64,562 60,037
921937-83-5 VANGUARD TOTAL BOND MARKET 68,239 63,547
92206C-84-7 VANGUARD LONG-TERM TREASURY ETF 30,906 32,919
92206C-87-0 VANGUARD INT-TERM CORPORATE 92,680 95,748

TY 2023 InvestmentsCorpStockSchedule
Name:
BUTLER FAMILY FOUNDATION
EIN:
13-3591664
Name of Stock End of Year Book Value End of Year Fair Market Value
78462F-10-3 SPDR S&P 500 ETF TRUST 348,649 876,472
46641Q-22-5 JPMORGAN BETABUILDERS 49,116 63,607
315911-75-0 FIDELITY 500 INDEX 17,999 18,175
83002G-40-5 SIX CIRCLES INTERNATIONAL 219,646 251,774
83302G-30-6 SIX CIRCLES US UNCONSTRAINED 273,576 380,011
464287-44-0 ISHARES 7-10 YEAR TREASURY B 65,925 63,617

TY 2023 InvestmentsOtherSchedule2
Name:
BUTLER FAMILY FOUNDATION
EIN:
13-3591664
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
92203J-40-7 VANGUARD TOTAL INTL BND ETF AT COST 326,099 304,533
83002G-88-4 SIS CIRCLES CREDIT OPPORT AT COST 64,945 64,351
ARTWORK-MIRIAM CABESSA AT COST 4,000 4,000
46641Q688 JPM BETABUILDERS DEVELOPED ASIA AT COST 46,010 46,638
09257V508 BLACKSTONE ALT MULTI-STRAT AT COST 60,195 59,301
64128R-60-8 NEUBERGER BERMAN LONG SH-INS AT COST 23,544 27,451
72201U-63-8 PIMCO MRTG OPP & BND-INST AT COST 51,262 47,294
83002G-70-2 SIX CIRCLES GLOBAL BOND AT COST 491,485 439,852
46641Q-21-7 JPMORGAN BETABUILDERS JAPAN ETF AT COST 84,633 94,221
46641Q-19-1 JPMORGAN BETABUILDERS EUROPE ETF AT COST 45,172 48,724
024525-66-9 AMERICAN BEACON AHL MGD-R5 AT COST 15,711 15,570

TY 2023 OtherExpensesSchedule
Name:
BUTLER FAMILY FOUNDATION
EIN:
13-3591664
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
NYS FILING FEE 250 0   250


TY 2023 OtherIncreasesSchedule
Name:
BUTLER FAMILY FOUNDATION
EIN:
13-3591664
Description Amount
COST BASIS ADJUSTMENT 1,314


TY 2023 OtherProfessionalFeesSchedule
Name:
BUTLER FAMILY FOUNDATION
EIN:
13-3591664
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MGMT FEES 22,125 22,125   0


TY 2023 TaxesSchedule
Name:
BUTLER FAMILY FOUNDATION
EIN:
13-3591664
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX BASED ON INVESTMENT INCOME 2,032 2,032   0
FOREIGN TAXES PAID ON INVESTMENT INCOME 1,527 1,527   0