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
HENRY&ANNE REICH FAMILY FOUNDATION
C/O BART RUBENSTEIN
Number and street (or P.O. box number if mail is not delivered to street address)4819 DORSEY AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHEVY CHASE, MD20815
A Employer identification number

52-1308578
B Telephone number (see instructions)

(415) 846-4732
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$3,192,015J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 2,004,495
2 Check right arrow.............
3 Interest on savings and temporary cash investments 2,767 2,767 2,767
4 Dividends and interest from securities... 35,555 35,555 35,555
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
2,200
b Gross sales price for all assets on line 6a 319,279
7 Capital gain net income (from Part IV, line 2)... 1,508
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........ 2,045,017 39,830 38,322
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,000 3,000    
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
11,294 11,294    
17 Interest............... 1,244 1,244    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,066 1,046    
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
278      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 16,882 16,584   0
25 Contributions, gifts, grants paid....... 63,768 63,768
26 Total expenses and disbursements. Add lines 24 and 25 80,650 16,584   63,768
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,964,367
b Net investment income (if negative, enter -0-) 23,246
c Adjusted net income (if negative, enter -0-)... 38,322
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............. 49,235 2,041,999 2,041,999
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 832,651 Click to see attachment
List of Attached Documents:
// Content
758,092 		958,393
c Investments—corporate bonds (attach schedule)....... 69,683 Click to see attachment
List of Attached Documents:
// Content
115,519 		116,623
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
75,000 		Click to see attachment
List of Attached Documents:
// Content
75,000 		Click to see attachment
List of Attached Documents:
// Content
75,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,026,569 2,990,610 3,192,015
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
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 1,026,569 2,990,610
29 Total net assets or fund balances (see instructions)..... 1,026,569 2,990,610
30 Total liabilities and net assets/fund balances (see instructions). 1,026,569 2,990,610
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,026,569
2
Enter amount from Part I, line 27a .....................
2
1,964,367
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
2,990,936
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
326
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,990,610
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,508
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) 1 323
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 323
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 323
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 323
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
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 arrowDC
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowBETH RUBENSTEIN Telephone no.right arrow (415) 846-4732

Located atright arrow451 29TH STSAN FRABCISCOCA ZIP+4right arrow94131
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
 
 
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
LEE RUBENSTEIN CO-PRESIDENT
000.00 		0 0 0
451 29TH ST
SAN FRANCISCO,CA94131
HILARY REICH CO-PRESIDENT
000.00 		0 0 0
451 29TH ST
SAN FRANCISCO,CA94131
LISA REICH DIRECTOR
000.00 		0 0 0
45 29TH ST
SAB FRANCISCO,CA94131
BETH RUBENSTEIN SEC'Y/TREASU
000.00 		0 0 0
451 29TH ST
SAN FRABCISCO,CA94131
BARTON RUBENSTEIN DIRECTOR
000.00 		0 0 0
451 29TH ST
SAN FRANCSICO,CA94131
AMY RUBENSTEIN DIRECTOR
000.00 		0 0 0
451 29TH STREET
SAN FRANCISCO,CA94131
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
988,175
b
Average of monthly cash balances.......................
1b
1,045,617
c
Fair market value of all other assets (see instructions)................
1c
75,000
d
Total (add lines 1a, b, and c).........................
1d
2,108,792
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
2,108,792
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
31,632
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,077,160
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
103,858
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
103,858
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
323
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
323
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
103,535
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
103,535
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
103,535
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
63,768
b
Program-related investments—total from Part VIII-B..................
1b
 
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
63,768
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 7 103,535
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021...... 4,346
e From 2022...... 17,185
f Total of lines 3a through e ........ 21,531
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 63,768
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 63,768
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2023. 21,531 21,531
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		18,236
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
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 e-mail address of the person to whom applications should be addressed:
HILARY REICH
600 NEW HAMPSHIRE AVE 610
WASHINGTON,DC20037
(202) 337-3700
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

ADAS ISRAEL CONGREGATION
ADAS ISRAEL CONGREGATION
2850 QUEBEC ST NW
2850 QUEBEC ST NW
WASHINGTON,DC20008 		    TO PROVIDE ASSISTANCE TO A 501C3 ORG 4,368

ARENA STAGE
ARENA STAGE
1101 SIXTH ST SW
1101 SIXTH ST SW
WASHINGTON,DC20024 		    TO PROVIDE ASSISTANCE TO A 501C3 ORG 3,400

DOCTORS WITHOUT BORDERS
DOCTORS WITHOUT BORDERS
333 7TH AVE 2ND FLR
333 7TH AVE 2ND FLR
NEW YORK,NY10001 		    TO PROVIDE ASSISTANCE TO A 501C3 ORG 1,500

EDCJCC
EDCJCC
1529 16TH ST NW
1529 16TH ST NW
WASHINGTON,DC20036 		    TO PROVIDE ASSISTANCE TO A 501C3 ORG 4,000

EDCJCC-THEATER J
EDCJCC-THEATER J
1529 16TH ST NW
1529 16TH ST NW
WASHINGTON,DC20036 		    TO PROVIDE ASSISTANCE TO A 501C3 ORG 2,000

EQUAL JUSTICE INITIATIVE
EQUAL JUSTICE INITIATIVE
122 COMMERCE ST
122 COMMERCE ST
MONTOMERY,AL36104 		    TO PROVIDE ASSISTANCE TO A 501C3 ORG 500

JEWISH FEDERATION OF WASHINGTON DC
JEWISH FEDERATION OF WASHINGTON
6101 EXECUTIVE BLVD 100
6101 EXECUTIVE BLVD 100
ROCKVILLE,MD20852 		    TO PROVIDE ASSISTANCE TO A 501C3 ORG 1,000

MCGILL UNIVERSITY
MCGILL UNIVERSITY
550 SHEREBROOK ST WEST
550 SHEREBROOK ST W
MONTREAL,QUEBEC CITY  
CA 		    TO PROVIDE ASSISTANCE TO A 501C3 ORG 500

MEMORIAL HOSPITAL OF EASTON
MEMORIAL HOSPITAL OF EASTON
219 S WASHINGTON ST
219 W WASHINGTON ST
EASTON,MD20815 		    TO PROVIDE ASSISTANCE TO A 501C3 ORG 500

MOTHER EARTH PROJECT
MOTHER EARTH PROJECT
4819 DORSET AVE
4819 DORSET AVE
CHEVY CHASE,MD20815 		    TO PROVIDE ASSISTANCE TO A 501C3 ORG 5,500

NATIONAL GALLERY OF ART
NATIONAL GALLERY OF ART
6TH AND CONSTITUTION AVE
6TH AND CONSTITUTION AVE
WASHINGTON,DC20565 		    TO PROVIDE ASSISTANCE TO A 501C3 ORG 2,000

NATIONAL SYMPHONY
NATIONAL SYMPHONY
2700 F ST NW
2700 F ST NW
WASHINGTON,DC20566 		    TO PROVIDE ASSISTANCE TO A 501C3 ORG 2,000

PLANNED PARENTHOOD
PLANNED PARENTHOOD
PO BOX 97166
PO BOX 97166
WASHINGTON,DC20090 		    TO PROVIDE ASSISTANCE TO A 501C3 ORG 1,000

ROUND HOUSE THEATER
ROUND HOUSE THEATER
4545 EAST WEST HIGHWAY
4545 EAST WEST HIGHWAY
BETHESDA,MD20814 		    TO PROVIDE ASSISTANCE TO A 501C3 ORG 2,000

SISTER CITIES GIRLS CHOIR
SISTER CITIES GIRLS CHOIR
PO BOX 15277
PO BOX 15277
PHILADELPHIA,PA19125 		    TO PROVIDE ASSISTANCE TO A 501C3 ORG 1,500

VIVIENDASLEON
VIVIENDASLEON
1585 FOLSOM ST
1585 FOLSOM ST
SAN FRANCISCO,CA94103 		    TO PROVIDE ASSISTANCE TO A 501C3 ORG 4,000

WAMU
WAMU
PO BOX 98101
PO BOC 89101
WASHINGTON,DC20090 		    TO PROVIDE ASSISTANCE TO A 501C3 ORG 500

WESTMINSTER INGLESIDE FDTN
WESTMINSTER INGLESIDE FDTN
2275 RESEARCG BLVD
2275 RESEARCH BLVD
ROCKVILLE,MD20850 		    TO PROVIDE ASSISTANCE TO A 501C3 ORG 2,000

SHELTERBOX
SHELTERBOX
PO BOX 5055
PO BOX 5055
SANTA BARBARA,CA93150 		    TO PROVIDE ASSISTANCE TO A 501C3 ORG 1,500

OCEANA
OCEANA
1025 CONNECTICUT AVE NW S
1025 CONNECTICUT AVE NW S
WASHINTON,DC20036 		    TO PROVIDE ASSISTANCE TO A 501C3 ORF 2,500

YOUTH ART EXCHANGE
YOUTH ART EXCHANGE
PO BOX 12488
PO BOX 12488
SAN FRANCISCO,CA94112 		    TO PROVIDE ASSISTANCE TO A 501C3 5,000

AMAS MUSICAL THEATRE
AMAS MUSICAL THEATRE
630 NINTH AVE
630 NONTHE AVE
NEW YORK,NY10036 		    TO PROVIDE ASSISTANCE TO A 501C3 1,500

AMERICA-ISRAEL DEMOCRACY COALITION
AMERICA-ISRAEL DEMOCRACY COALITION
543 FOXGLOVE LA
543 FOXGLOVE LA
WYNNEWOOD,PA19096 		    TO PROVIDE ASSISTANCE TO A 501C3 3,500

ME AND MY TWO FRIENDS
ME AND MY TWO FRIENDS
4994 LOWER ROSWELL RD 15
4994 LOWER ROSWELL RD 15
MARIETTA,GA30068 		    TO PROVIDE ASSISTANCE TO A 501C3 3,500

NATIONAL AUDUBON SOCIETY
NATIONAL AUDUDON SOCIETY
225 VARICK ST 7TH FLR
225 VARICK ST 7TH FLR
NEW YORK,NY10014 		    TO PROVIDE ASSISTANCE TO A 501C3 2,000

PLASTIC FREE RESTAURANTS
PLASTIC FREE RESTAURANTS
1918 EL ARBOLITA DR
1918 EL ARBOLITA DR
GLENDALE,CA91208 		    TO PROVIDE ASSISTANCE TO A 501C3 2,000

TEMPLE SINAI STAMFORD
TEMPLE SINAI STAMFORD
458 LAKESIDE DR
450 LAKESIDE DR
STAMFORD,CT06903 		    TO PROVIDE ASSISTANCE TO A 501C3 1,000

UJA FEDERATIO NY
UJA FEDERATION NY
PO BOX 4227
PO BOX 4227
NEW YORK,NY10261 		    TO PROVIDE ASSISTANCE TO A 501C3 3,000
Total .................................right arrow 3a 63,768
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		        2,767
4 Dividends and interest from securities ....         35,555
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 ............ 		        2,200
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) ..     40,522
13Total. Add line 12, columns (b), (d), and (e)..................
13
40,522
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
HENRY&ANNE REICH FAMILY FOUNDATION
C/O BART RUBENSTEIN
Employer identification number

52-1308578
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
HENRY&ANNE REICH FAMILY FOUNDATION
C/O BART RUBENSTEIN 		Employer identification number
52-1308578
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
THE ABE AND KATHRYN SELSKY FDTN INC
29 WELLESLEY CIRCLE
 
GLEN ECHO, MD20812

$ 2,004,495


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
HENRY&ANNE REICH FAMILY FOUNDATION
C/O BART RUBENSTEIN 		Employer identification number

52-1308578
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
HENRY&ANNE REICH FAMILY FOUNDATION
C/O BART RUBENSTEIN 		Employer identification number

52-1308578
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
HENRY&ANNE REICH FAMILY FOUNDATION
 
C/O BART RUBENSTEIN
EIN:
52-1308578
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INDIRECT ACCOUNTING FEES 3,000 3,000    

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

TY 2023 GainLossSaleOtherAssetsSch
Name:
HENRY&ANNE REICH FAMILY FOUNDATION
 
C/O BART RUBENSTEIN
EIN:
52-1308578
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
ABBVIE 2019-09 PURCHASE 2023-11   2,187 1,061     1,126  
ABBVIE 2014-09 PURCHASE 2023-07   1,119 619     500  
AMGEN 2021-09 PURCHASE 2023-11   2,971 2,525     446  
ASTRAZENECA 2023-02 PURCHASE 2023-08   10,000 9,943   58 -1  
AT&T 2013-06 PURCHASE 2023-07   2,033 3,901     -1,868  
BB&T 2023-01 PURCHASE 2023-12   10,000 9,910   90    
BK OF NY 2021-06 PURCHASE 2023-11   1,850 2,148   9 -307  
BRITISH AMER 2019-01 PURCHASE 2023-04   4,466 4,652   26 -212  
BROADCOM 2018-09 PURCHASE 2023-10   6,378 1,860     4,518  
CAMDEN PROP 2023-01 PURCHASE 2023-11   687 834     -147  
CARDINAL HEALTH 2020-03 PURCHASE 2023-11   9,670 5,053     4,617  
CISCO 2022-10 PURCHASE 2023-07   1,678 1,497     181  
CISCO 2022-10 PURCHASE 2023-11   1,040 907     133  
CISCO 2022-05 PURCHASE 2023-04   1,314 1,130     184  
CISCO 2022-05 PURCHASE 2023-06   3,015 2,547     468  
CLOROX 2022-02 PURCHASE 2023-05   5,353 4,695     658  
CMS 2022-03 PURCHASE 2023-11   5,289 6,247     -958  
COCA COLA 2022-10 PURCHASE 2023-07   1,120 1,090     30  
COCA COLA 2022-10 PURCHASE 2023-11   905 969   4 -68  
COMCAST 2022-09 PURCHASE 2023-07   2,443 2,159     284  
COMCAST 2022-09 PURCHASE 2023-11   776 651     125  
CONAGRA 2023-06 PURCHASE 2023-12   4,359 5,233     -874  
CROWN CASTLE 2020-11 PURCHASE 2023-12   2,208 2,897     -689  
DIGITAL REALTY 2022-06 PURCHASE 2023-04   943 1,270     -327  
DIGITAL REALTY 2022-02 PURCHASE 2023-04   3,260 4,623     -1,363  
EASTMAN 2022-06 PURCHASE 2023-04   164 177     -13  
EASTMAN 2021-10 PURCHASE 2024-04   6,820 4,393     2,427  
EOG 2022-01 PURCHASE 2023-11   2,653 2,327     326  
EVEREST 2021-01 PURCHASE 2023-01   10,183 6,786     3,397  
EVEREST GROUP 2023-01 PURCHASE 2023-01   351 339     12  
EXELON 2022-04 PURCHASE 2023-11   2,003 2,382   10 -389  
EXTRA SPACE 2022-04 PURCHASE 2023-04   10,600 13,970     -3,370  
GENUINE PARTS 2023-01 PURCHASE 2023-09   142 170     -28  
GENUINE PARTS 2020-08 PURCHASE 2023-04   14,370 9,736     4,634  
GILEAD 2019-06 PURCHASE 2023-11   2,053 1,674     379  
GILEAD 2020-01 PURCHASE 2023-01   7,616 5,970     1,646  
GOLDMAN SACHS 2022-10 PURCHASE 2023-07   1,320 1,254     66  
GOLDMAN SACHS 2022-10 PURCHASE 2023-11   623 627     -4  
HUNTSMAN 2022-08 PURCHASE 2023-07   645 735     -90  
HUNTSMAN 2022-08 PURCHASE 2023-12   6,134 7,324     -1,190  
INTERREPUBLIC 2020-05 PURCHASE 2023-11   2,377 1,107     1,270  
J&J 2021-11 PURCHASE 2023-11   2,691 2,730   14 -53  
JEFFRIES FINL 2021-02 PURCHASE 2023-11   1,585 1,146     439  
JP MORGAN 2022-01 PURCHASE 2023-11   1,556 1,566     -10  
JP MORGAN 2022-10 PURCHASE 2023-06   5,171 4,396     775  
JP MORGAN 2022-11 PURCHASE 2023-05   5,000 4,970   31 -1  
KEYCORP 2022-07 PURCHASE 2023-04   1,129 1,712     -583  
KEYCORP 2021-10 PURCHASE 2023-04   5,250 7,360   7 -2,117  
KEYCORP 2023-03 PURCHASE 2023-07   1,013 1,892     -879  
KEYCORP 2022-05 PURCHASE 2023-06   1,299 2,424     -1,125  
LAMAR ADV 2022-07 PURCHASE 2023-07   709 703     6  
LAMAR ADV 2022-07 PURCHASE 2023-11   522 603   18 -99  
MEDTRONIC PLC 2023-10 PURCHASE 2023-11   633 685     -52  
MERCK 2020-02 PURCHASE 2023-11   8,423 6,212     2,211  
MERCK 2022-09 PURCHASE 2023-01   112 86     26  
MERCK 2021-09 PURCHASE 2023-07   3,480 2,284     1,196  
MID AMERICA 2023-01 PURCHASE 2023-11   546 646     -100  
MSC 2023-04 PURCHASE 2023-11   861 800     61  
NORFOLK STHN 2023-02 PURCHASE 2023-12   5,000 4,947   49 4  
NUTRIEN 2023-09 PURCHASE 2023-11   543 624   8 -89  
OLD REPUBLIC 2018-01 PURCHASE 2023-11   1,997 1,552     445  
PAYCHEX 2023-07 PURCHASE 2023-11   785 834   8 -57  
PHILLIPS 66 2023-04 PURCHASE 2023-10   1,157 1,110     47  
PORTLAND GE 2023-01 PURCHASE 2023-11   81 99     -18  
PORTLAND GE 2020-08 PURCHASE 2023-10   6,105 6,384   8 -287  
ROYAL BK OF CANADA 2023-04 PURCHASE 2023-11   1,133 1,297   20 -184  
SANOFI 2023-01 PURCHASE 2023-10   1,141 1,026     115  
SOUTHERN CO 2018-01 PURCHASE 2023-06   777 489     288  
SPDR 2013-07 PURCHASE 2023-06   20 11     9  
STAG 2020-07 PURCHASE 2023-11   722 605     117  
TENDER LYONDELL 2021-09 PURCHASE 2023-11   1,573 1,600   4 -31  
TEXAS INSTRU 2017-12 PURCHASE 2023-11   2,137 1,262     875  
TOTAL EVERGIES 2021-03 PURCHASE 2023-11   2,644 2,073     571  
UNILEVER 2022-04 PURCHASE 2023-11   1,988 1,923     65  
UPS 2022-06 PURCHASE 2003-04   579 522     57  
UPS 2022-06 PURCHASE 2023-11   4,303 4,872     -569  
US BANCORP 2022-11 PURCHASE 2023-03   12,273 15,253     -2,980  
US TREAS 2022-05 PURCHASE 2023-01   10,000 10,000        
US TREAS 2022-09 PURCHASE 2023-02   5,000 4,987     13  
US TREAS 2022-05 PURCHASE 2023-03   10,000 10,000        
US TREAS 2023-05 PURCHASE 2023-11   10,000 9,892   108    
US TREAS 2023-03 PURCHASE 2023-04   5,000 4,976   23 1  
US TREAS 2022-11 PURCHASE 2023-02   9,917 9,857   60    
US TREASURY 2023-04 PURCHASE 2023-08   10,000 9,871   129    
VITESSE 2022-06 PURCHASE 2023-01   12 9     3  
VITESSE 2021-02 PURCHASE 2023-01   548 369     179  
VODAFONE 2022-05 PURCHASE 2023-03   991 1,352     -361  
VODAFONE 2016-10 PURCHASE 2023-01   4,331 8,103   101 -3,873  
WALGREENS BOOTS 1954-01 PURCHASE 2023-07   10,554 16,003     -5,449  
WALGREENS 2023-03 PURCHASE 2023-09   631 1,020     -389  
WALGREENS 2022-01 PURCHASE 2023-09   2,611 5,615     -3,004  
WALGREENS BOOTS 2023-01 PURCHASE 2023-07   120 150     -30  

TY 2023 InvestmentsCorpBondsSchedule
Name:
HENRY&ANNE REICH FAMILY FOUNDATION
 
C/O BART RUBENSTEIN
EIN:
52-1308578
Name of Bond End of Year Book Value End of Year Fair Market Value
FIXED INCOME 115,519 116,623

TY 2023 InvestmentsCorpStockSchedule
Name:
HENRY&ANNE REICH FAMILY FOUNDATION
 
C/O BART RUBENSTEIN
EIN:
52-1308578
Name of Stock End of Year Book Value End of Year Fair Market Value
  679,251 899,673
  78,841 58,720

TY 2023 OtherAssetsSchedule
Name:
HENRY&ANNE REICH FAMILY FOUNDATION
 
C/O BART RUBENSTEIN
EIN:
52-1308578
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PEOPLES FIRST 75,000 75,000 75,000


TY 2023 OtherDecreasesSchedule
Name:
HENRY&ANNE REICH FAMILY FOUNDATION
 
C/O BART RUBENSTEIN
EIN:
52-1308578
Description Amount
EXCISE TAX 326


TY 2023 OtherExpensesSchedule
Name:
HENRY&ANNE REICH FAMILY FOUNDATION
 
C/O BART RUBENSTEIN
EIN:
52-1308578
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
  278      


TY 2023 OtherProfessionalFeesSchedule
Name:
HENRY&ANNE REICH FAMILY FOUNDATION
 
C/O BART RUBENSTEIN
EIN:
52-1308578
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INDIRECT OTHER PROFESSIONAL FEES 11,294 11,294    


TY 2023 TaxesSchedule
Name:
HENRY&ANNE REICH FAMILY FOUNDATION
 
C/O BART RUBENSTEIN
EIN:
52-1308578
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID VIA BROKERAGE 198 198    
  289 269    
  6 6    
  572 572    
  1 1