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
Laurie Kayden Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

13-3557216
B Telephone number (see instructions)

(800) 839-1754
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$70,492,575J 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 1,322,657 1,322,657  
4 Dividends and interest from securities... 656,630 656,630  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,403,747
b Gross sales price for all assets on line 6a 38,776,341
7 Capital gain net income (from Part IV, line 2)... 2,403,747
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)....... Click to see attachment
List of Attached Documents:
// Content
228,415 93,896  
12 Total. Add lines 1 through 11........ 4,611,449 4,476,930  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 154,584     154,584
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
16,193 16,193 0 0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
349,806 349,806    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
296,251 2,642    
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
78,808 500   78,308
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 895,642 369,141 0 232,892
25 Contributions, gifts, grants paid....... 3,155,000 3,155,000
26 Total expenses and disbursements. Add lines 24 and 25 4,050,642 369,141 0 3,387,892
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 560,807
b Net investment income (if negative, enter -0-) 4,107,789
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.............      
2 Savings and temporary cash investments......... 27,670,345 28,151,544 28,151,544
3 Accounts receivable right arrow8,942,354
Less: allowance for doubtful accounts right arrow     8,942,354 8,942,354
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) 4,611,388 Click to see attachment
List of Attached Documents:
// Content
2,962,249 		2,973,255
b Investments—corporate stock (attach schedule)....... 10,473,782 Click to see attachment
List of Attached Documents:
// Content
15,666,918 		18,941,183
c Investments—corporate bonds (attach schedule)....... 7,494,689 Click to see attachment
List of Attached Documents:
// Content
10,674,613 		10,589,017
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).......... 16,324,667 Click to see attachment
List of Attached Documents:
// Content
750,000 		895,222
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) 66,574,871 67,147,678 70,492,575
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 66,574,871 67,147,678
29 Total net assets or fund balances (see instructions)..... 66,574,871 67,147,678
30 Total liabilities and net assets/fund balances (see instructions). 66,574,871 67,147,678
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
66,574,871
2
Enter amount from Part I, line 27a .....................
2
560,807
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
12,000
4
Add lines 1, 2, and 3 ..........................
4
67,147,678
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
67,147,678
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b 411 FIFTH AVENUE ASSOCIATES P 2021-12-31 2023-12-07
c FORTY FOUR EIGHTEEN ASSOCIATES P 2021-12-31 2023-07-06
d FORTY EIGHT THIRTY SEVEN ASSOCIATES P 2021-12-31 2023-05-31
e ALKEON GROWTH OFFSHORE FUND, LIMITED P 2020-06-01 2023-12-31
(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 21,191,934   20,790,450 401,484
b 2,635,456   1,539,445 1,096,011
c 2,458,688   751,713 1,706,975
d 3,558,480   2,208,486 1,349,994
e 8,931,783   11,082,500 -2,150,717
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       401,484
b       1,096,011
c       1,706,975
d       1,349,994
e       -2,150,717
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 2,403,747
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 57,098
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 57,098
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 57,098
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 76,300
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d 309
7 Total credits and payments. Add lines 6a through 6d.............. 7 76,609
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 19,511
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow19,511 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 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 arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
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)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Carol A McLeodClick to see attachment
List of Attached Documents:
// Content
Trustee
5.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Andrew J TunickClick to see attachment
List of Attached Documents:
// Content
Trustee
10.0 		51,528 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Richard D TunickClick to see attachment
List of Attached Documents:
// Content
Trustee
5.0 		51,528 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
BARBARA HORANClick to see attachment
List of Attached Documents:
// Content
TRUSTEE
0.0 		51,528 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
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
 
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
Neuberger Berman Investment Mgmt 192,761
1290 Avenue of the Americas
NEW YORK,NY101040001
Belpointe Asset Management LLC Investment Mgmt 146,045
255 GLENVILLE ROAD
GREENWICH,CT06831
Foundation Source Administrative 76,734
55 Walls Drive 3rd Fl
Fairfield,CT06824
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
27,284,097
b
Average of monthly cash balances.......................
1b
28,427,895
c
Fair market value of all other assets (see instructions)................
1c
15,045,436
d
Total (add lines 1a, b, and c).........................
1d
70,757,428
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
0
3
Subtract line 2 from line 1d.........................
3
70,757,428
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,061,361
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
69,696,067
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,484,803
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
3,484,803
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
57,098
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
57,098
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,427,705
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
3,427,705
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
3,427,705
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
3,387,892
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
3,387,892
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 3,427,705
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 2,831,107
b Total for prior years:2021, 2020, 2019  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 3,387,892
a Applied to 2022, but not more than line 2a 2,831,107
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..... 556,785
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
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 .......... 		2,870,920
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 ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 0
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).)
NONE
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

ALBERT EINSTEIN COLLEGE OF MEDICINE

1300 MORRIS PARK AVE
BRONX,NY10461 		N/A PC General & Unrestricted 50,000

ALS UNITED GREATER NEW YORK INC

42 BROADWAY STE 1724
NEW YORK,NY10004 		N/A PC General & Unrestricted 50,000

AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC

125 BROAD ST 18TH FLOOR
NEW YORK,NY10004 		N/A PC General & Unrestricted 25,000

AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF S

633 THIRD AVE 20TH FLOOR
NEW YORK,NY10017 		N/A PC General & Unrestricted 50,000

AMERICAN DIABETES ASSOCIATION INC

PO BOX 7023
MERRIFIELD,VA22116 		N/A PC General & Unrestricted 50,000

AMERICAN FRIENDS OF MAGEN DAVID ADOM

20 W 36TH ST SUITE 1100
NEW YORK,NY10018 		N/A PC General & Unrestricted 50,000

AMERICAN FRIENDS OF THE HEBREW UNIVERSITY INC

199 WATER ST 11TH FL
NEW YORK,NY10038 		N/A PC General & Unrestricted 50,000

AMERICAN FRIENDS OF THE TEL AVIV UNIVERSITY INC

8 W 40TH ST 8TH FL
NEW YORK,NY10018 		N/A PC General & Unrestricted 50,000

AMERICAN FRIENDS OF WGH WESTERN GALILEE HOSPITAL N

PO BOX 789856
PHILIDELPHIA,PA19178 		N/A PC General & Unrestricted 75,000

AMERICAN JEWISH COMMITTEE

165 E 56TH ST
NEW YORK,NY10022 		N/A PC General & Unrestricted 50,000

AMERICANS FOR BEN-GURION UNIVERSITY INC

1001 AVE OF THE AMERICAS FL 19
NEW YORK,NY10018 		N/A PC General & Unrestricted 50,000

AMIT CHILDREN INC

49 W 37TH ST 5TH FLOOR
NEW YORK,NY10018 		N/A PC General & Unrestricted 50,000

ANTI-DEFAMATION LEAGUE

605 3RD AVE
NEW YORK,NY10158 		N/A PC General & Unrestricted 50,000

CALVARY HOSPITAL INC

1740 EASTCHESTER RD
BRONX,NY10461 		N/A PC General & Unrestricted 50,000

CANCER CARE INC

275 7TH AVENUE
NEW YORK,NY10001 		N/A PC General & Unrestricted 50,000

CENTER FOR HEARING AND COMMUNICATION

50 BROADWAY 6TH FL
NEW YORK,NY10004 		N/A PC General & Unrestricted 50,000

CITY HARVEST INC

150 52ND ST
BROOKLYN,NY11232 		N/A PC General & Unrestricted 50,000

CITYMEALS-ON-WHEELS

355 LEXINGTON AVE 3RD FL
NEW YORK,NY10017 		N/A PC General & Unrestricted 50,000

COALITION FOR THE HOMELESS

1300 SOUTH FOURTH ST SUITE 250
LOUISVILLE,KY40208 		N/A PC General & Unrestricted 50,000

COLGATE UNIVERSITY

13 OAK DR
HAMILTON,NY13346 		N/A PC General & Unrestricted 75,000

CONGREGATION KEHILATH JESHURUN

125 E 85TH ST
NEW YORK,NY10028 		N/A PC General & Unrestricted 20,000

CORNELL UNIVERSITY

PO BOX 37334
BOONE,IA50037 		N/A PC General & Unrestricted 75,000

CORNELL UNIVERSITY - WEILL CORNELL MEDICINE

1300 YORK AVE BOX 314
NEW YORK,NY10065 		N/A PC General & Unrestricted 50,000

ENVIRONMENTAL DEFENSE FUND INCORPORATED

257 PARK AVE SOUTH
NEW YORK,NY10010 		N/A PC General & Unrestricted 75,000

EQUAL JUSTICE AMERICA INC

13540 E BOUNDARY RD
MIDLOTHIAN,VA23112 		N/A PC General & Unrestricted 25,000

EQUAL JUSTICE INITIATIVE

122 COMMERCE ST
MONTGOMERY,AL36104 		N/A PC General & Unrestricted 50,000

FEEDING AMERICA

161 N CLARK ST SUITE 700
CHICAGO,IL60601 		N/A PC General & Unrestricted 50,000

FEEDING WESTCHESTER INC

200 CLEARBROOK RD
ELMSFORD,NY10523 		N/A PC General & Unrestricted 50,000

FLATBUSH VOLUNTEERS OF HATZOLOH INC

1880 OCEAN AVE
BROOKLYN,NY11230 		N/A PC General & Unrestricted 25,000

FOOD BANK FOR NEW YORK CITY

39 BROADWAY 10TH FL
NEW YORK,NY10006 		N/A PC General & Unrestricted 50,000

GODS LOVE WE DELIVER INC

166 AVE OF THE AMERICAS
NEW YORK,NY10013 		N/A PC General & Unrestricted 50,000

HEARING HEALTH FOUNDATION

PO BOX 1397
NEW YORK,NY10018 		N/A PC General & Unrestricted 50,000

HEIFER INTERNATIONAL FOUNDATION

1 WORLD AVE
LITTLE ROCK,AR72202 		N/A PC General & Unrestricted 50,000

HIAS INC

PO BOX 97077
WASHINGTON,DC20090 		N/A PC General & Unrestricted 100,000

ISRAEL GUIDE DOG CENTER FOR THE BLIND

968 EASTON RD STE H
WARRINGTON,PA18976 		N/A PC General & Unrestricted 75,000

JEWISH FEDERATION OF PALM BEACH COUNTY INC

1 HARVARD CIR SUITE 100
WEST PALM BEACH,FL33409 		N/A PC General & Unrestricted 25,000

LIGHTHOUSE GUILD INTERNATIONAL INC

250 W 64TH ST
NEW YORK,NY10023 		N/A PC General & Unrestricted 50,000

MEDECINS SANS FRONTIERES USA INC

PO BOX 5030
HAGERSTOWN,MD21741 		N/A PC General & Unrestricted 25,000

MERCY CORPS

509 FAIRVIEW AVE NORTH SUITE 200
SEATTLE,WA97109 		N/A PC General & Unrestricted 50,000

METROPOLITAN NEW YORK COORDINATING COUNCIL ON JEWI

ONE STATE ST PLAZA 24TH FLOOR
NEW YORK,NY10004 		N/A PC General & Unrestricted 50,000

MONTEFIORE MEDICAL CENTER

3325 BAINBRIDGE AVE
BRONX,NY10467 		N/A PC General & Unrestricted 50,000

MORSELIFE FOUNDATION INC

4847 DAVID S MACK DR
WEST PALM BCH,FL33417 		N/A PC General & Unrestricted 50,000

NATIONAL COUNCIL OF JEWISH WOMEN INCORPORATED

241 W 72ND ST
NEW YORK,NY10023 		N/A PC General & Unrestricted 25,000

NATIONAL MULTIPLE SCLEROSIS SOCIETY

733 THIRD AVE
NEW YORK,NY10017 		N/A PC General & Unrestricted 50,000

NATURAL RESOURCES DEFENSE COUNCIL INC

40 WEST 20TH ST 11TH FLOOR
NEW YORK,NY10011 		N/A PC General & Unrestricted 75,000

NEW YORK PUBLIC RADIO

160 VARICK ST
NEW YORK,NY10013 		N/A PC General & Unrestricted 25,000

PLANNED PARENTHOOD FEDERATION OF AMERICA INC

123 WILLIAMS ST 10TH FL
NEW YORK,NY10038 		N/A PC General & Unrestricted 100,000

PRO PUBLICA INC

155 AVE OF THE AMERICAS 13TH FL
NEW YORK,NY10013 		N/A PC General & Unrestricted 25,000

RAMAZ SCHOOL

60 E 78TH ST
NEW YORK,NY10075 		N/A PC General & Unrestricted 30,000

RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS IN

701 OKEECHOBEE BLVD
WEST PALM BCH,FL33401 		N/A PC General & Unrestricted 25,000

SAMUEL FIELD YM & YWHA INC

5820 LITTLE NECK PKWY
LITTLE NECK,NY11362 		N/A PC General & Unrestricted 25,000

SAVE THE CHILDREN FEDERATION INC

501 KINGS HWY EAST STE 400
FAIRFIELD,CT06825 		N/A PC General & Unrestricted 25,000

SELFHELP COMMUNITY SERVICES INC

520 8TH AVENUE 5TH FLOOR
NEW YORK,NY10018 		N/A PC General & Unrestricted 50,000

THE AUDITORY ORAL SCHOOL OF NEW YORK

3321 AVE M
BROOKLYN,NY11210 		N/A PC General & Unrestricted 50,000

THE WINIFRED MASTERSON BURKE REHABILITATION HOSPIT

785 MAMARONECK AVE
WHITE PLAINS,NY10605 		N/A PC General & Unrestricted 25,000

TRAUMA AND RESILIENCY RESOURCES INC

32 UNION SQ EAST SUITE 410-411
NEW YORK,NY10003 		N/A PC General & Unrestricted 50,000

TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW

435 W 116TH ST BOX A-2
NEW YORK,NY10027 		N/A PC General & Unrestricted 75,000

UNDERDOGS ANIMAL RESCUE

920 GARFIELD ST
DENVER,CO80206 		N/A PC General & Unrestricted 5,000

UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTH

PO BOX 4227
NEW YORK,NY10261 		N/A PC General & Unrestricted 75,000

VIBRANT EMOTIONAL HEALTH

50 BROADWAY 19TH FL
NEW YORK,NY10004 		N/A PC General & Unrestricted 50,000

WHITE PLAINS HOSPITAL MEDICAL CENTER

41 E POST RD
WHITE PLAINS,NY10601 		N/A PC General & Unrestricted 50,000

WILLIAMSBURG VOLUNTEERS OF HATZOLAH INC

518 PARK AVE
BROOKLYN,NY11205 		N/A PC General & Unrestricted 25,000

WNET

825 8TH AVENUE
NEW YORK,NY10019 		N/A PC General & Unrestricted 50,000

WOMENS ENTERPRISE DEVELOPMENT CENTER INC

901 N BROADWAY
WHITE PLAINS,NY10603 		N/A PC Ossining Innovates and WEDC Inclusive Entrepreneurship Accelerator Program 50,000

WORLD CENTRAL KITCHEN INCORPORATED

200 MASSACHUSETTS AVE NW 7TH FL
WASHINGTON,DC20001 		N/A PC General & Unrestricted 75,000
Total .................................right arrow 3a 3,155,000
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 ........... 		    14 1,322,657  
4 Dividends and interest from securities ....     14 656,630  
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 2,403,747  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aK-1 Inc/Loss 		    14 93,688  
bFederal Tax Refund     01 134,519  
cCLASS ACTION LAWSUIT PROCEEDS     01 208  
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   4,611,449  
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,611,449
(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

TY 2023 CompensationExplanation
Name:
Laurie Kayden Foundation
EIN:
13-3557216
Person Name Explanation
Andrew J Tunick * ANDREW J TUNICK, TRUSTEE OF THE LAURIE KAYDEN FOUNDATION (THE "FOUNDATION"), IS A CONTRACT PARTNER AT THE LAW FIRM OF PHILLIPS NIZER LLP, A DISQUALIFIED PERSON WHICH PROVIDES LEGAL CONSULTATION SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2023, THE FOUNDATION PAID $16,193 FOR LEGAL CONSULTATION SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16A. SUCH LAW FIRM BILLED THE FOUNDATION AT A DISCOUNT OF 32% FROM ITS STANDARD TIME CHARGES AND ANDREW TUNICK RECEIVED NO COMPENSATION FROM ANY PAYMENT MADE BY THE FOUNDATION TO THE LAW FIRM.
BARBARA HORAN *In 2023, the Foundation paid $51,528 in trustee fees to the Barbara Jean Horan Revocable Trust, the revocable trust of Barbara Horan, who served as a Trustee in 2022. Barbara Horan passed away in November, 2022. The payment represents fees for services rendered in 2022. The trust did not perform any services in 2023; therefore, no hours are reported for 2023.

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

TY 2023 DepreciationSchedule
Name:
Laurie Kayden Foundation
EIN:
13-3557216
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2023 InvestmentsCorpBondsSchedule
Name:
Laurie Kayden Foundation
EIN:
13-3557216
Name of Bond End of Year Book Value End of Year Fair Market Value
ARES CAP CORP - 4.200% - 06/10 316,410 297,095
BK OF AMERICA CORP MTN CALL MA 300,000 298,071
BOEING CO NOTE - 1.433% - 02/0 250,439 248,935
BRUNSWICK CORP NOTE M/W CLBL . 250,022 241,883
CDW LLC - 5.500% - 12/01/2024 423,638 398,748
CENTERPOINT ENERGY INC NOTE - 80,000 80,001
CHARTER COM OPERATING - 4.908% 394,456 396,267
CHENIERE ENERGY INC SER B NOTE 371,821 389,985
CITIGROUP INC NOTE CALL MAKE W 300,000 298,215
CONSUMERS ENERGY CO - 3.125% - 263,912 246,068
ENTERPRISE PRODUCTS OPER LLC - 401,072 403,776
EQUINIX INC - 2.625% - 11/18/2 261,627 243,486
EXPEDIA GROUP INC NOTE CALL MA 306,286 299,767
GOLDMAN SACHS GROUP INC NOTE - 204,996 205,475
HCA INC - 5.375% - 02/01/2025 409,964 399,468
INTEL CORP - 4.875% - 02/10/20 297,303 302,328
JPMORGAN CHASE & CO NOTE - 5.5 275,000 275,136
LOWES COS INC - 4.800% - 04/01 346,077 350,374
NEXTERA ENERGY CAP HLDGS INC B 249,995 248,463
ONEOK INC. 5.8500% 1/15/26 - 5 307,050 304,475
SBA COMMUNICATIONS CORP SER B 312,869 288,178
SERVICE CORP INTL NOTE - 4.625 310,811 290,250
TARGA RES PARTNERS / TARGA RES 419,448 405,279
TEGNA INC SER B NOTE - 5.000% 543,629 595,536
THERMO FISHER SCIENTIFIC INC N 250,000 242,023
TOLL BROS FIN CORP - 4.875% - 393,480 397,140
UNITED RENTALS - 5.500% - 05/1 404,585 400,876
US TREAS - 0.000% - 01/02/2024 1,485,231 1,499,999
VMWARE INC NOTE CALL MAKE WHOL 250,093 242,803
WEC ENERGY GROUP INC - 4.750% 294,399 298,917

TY 2023 InvestmentsCorpStockSchedule
Name:
Laurie Kayden Foundation
EIN:
13-3557216
Name of Stock End of Year Book Value End of Year Fair Market Value
ALCON INC 357,990 402,318
ALPHABET INC CL C 665,303 676,464
AMAZON COM 635,021 638,148
AMERICAN TOWER REIT INC 630,420 561,288
APPLE INC 241,700 481,325
BLACKROCK INC 342,508 556,083
BROOKFIELD INFRASTRUCTURE ORD 498,805 386,563
CANADIAN PACIFIC RAILWAY LTD 450,609 452,619
CATALENT INC 299,408 271,827
CHART INDUSTRIES, INC 550,038 596,444
CHENIERE ENERGY INC 158,908 581,268
CSX CORP 436,638 481,913
DIAMONDBACK ENERGY INC 298,238 310,160
INVESCO S&P 500 EQUAL WEIGHT E 858,844 954,374
ISHARES RUSSELL 2000 536,317 602,130
JOHNSON & JOHNSON 312,805 323,825
JP MORGAN CHASE 495,697 731,430
MASTERCARD INC 513,098 686,681
MICROSOFT CORP 399,655 785,924
NEXTERA ENERGY, INC 1,072,536 993,099
NVIDIA CORP 79,279 279,799
PROGRESSIVE CORP OHIO 916,826 1,170,707
PROSHARES S&P 500 DIVIDEND ARI 1,262,496 1,364,310
S&P GLOBAL INC COM 646,482 722,453
SERVICE CP INTL 675,108 773,485
SKYWATER TECHNOLOGY, INC 167,291 50,986
SUNRUN INC 67,026 66,251
T-MOBILE US INC 381,566 499,428
THE BLACKSTONE GROUP INC CL A 246,509 576,048
THERMO FISHER SCIENTIFIC INC 322,042 350,321
VERISK ANALYTICS, INC 465,321 689,111
WASTE CONNECTIONS 335,350 500,055
ZOETIS INC 347,084 424,346

TY 2023 InvestmentsGovtObligationsSch
Name:
Laurie Kayden Foundation
EIN:
13-3557216
US Government Securities - End of Year Book Value:

2,962,249
US Government Securities - End of Year Fair Market Value:

2,973,255
State & Local Government Securities - End of Year Book Value:


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


 


TY 2023 InvestmentsOtherSchedule2
Name:
Laurie Kayden Foundation
EIN:
13-3557216
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
NB CROSSROADS PRIVATE MARKET A   750,000 895,222

TY 2023 LegalFeesSchedule
Name:
Laurie Kayden Foundation
EIN:
13-3557216
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
General Consultations 16,193 16,193    


TY 2023 OtherExpensesSchedule
Name:
Laurie Kayden Foundation
EIN:
13-3557216
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 67,734     67,734
Administrative Set-Up Fee 9,000     9,000
Bank Charges 500 500    
Postage/Delivery Service 74     74
State or Local Filing Fees 1,500     1,500


TY 2023 OtherIncomeSchedule2
Name:
Laurie Kayden Foundation
EIN:
13-3557216
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 Inc/Loss 411 FIFTH AVENUE ASSOCIATES -26,812 -26,812  
K-1 Inc/Loss FORTY EIGHT THIRTY SEVEN ASSOCIATES 60,570 60,570  
K-1 Inc/Loss FORTY FOUR EIGHTEEN ASSOCIATES 59,930 59,930  
Class Action Lawsuit Proceeds 208 208  
Federal Tax Refund 134,519    


TY 2023 OtherIncreasesSchedule
Name:
Laurie Kayden Foundation
EIN:
13-3557216
Description Amount
DELAYED DISTRIBUTION FROM MATURED ASSET 12,000


TY 2023 OtherProfessionalFeesSchedule
Name:
Laurie Kayden Foundation
EIN:
13-3557216
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Appraisal Services 11,000 11,000    
Investment Management Services 338,806 338,806    


TY 2023 TaxesSchedule
Name:
Laurie Kayden Foundation
EIN:
13-3557216
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2023 43,300      
990-PF Extension for 2022 250,000      
BACK-UP WITHHOLDING 309      
Foreign Tax Paid 2,642 2,642