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
KMR GROUP FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 821930
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
VANCOUVER, WA986825505
A Employer identification number

32-0185357
B Telephone number (see instructions)

(360) 882-0756
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$29,145,766J 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) 3,000,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 448,441 448,441  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 122,353
b Gross sales price for all assets on line 6a 2,430,164
7 Capital gain net income (from Part IV, line 2)... 122,353
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........ 3,570,794 570,794  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 80,000 0   80,000
14 Other employee salaries and wages...... 328,552 0   324,195
15 Pension plans, employee benefits....... 53,686 0   53,686
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
24,180 12,090   12,090
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
38,572 34,908   3,664
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
921 913   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 41,537 0   41,537
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
11,930 0   11,930
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 579,378 47,911   527,102
25 Contributions, gifts, grants paid....... 1,882,004 1,882,004
26 Total expenses and disbursements. Add lines 24 and 25 2,461,382 47,911   2,409,106
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,109,412
b Net investment income (if negative, enter -0-) 522,883
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............. 375,306 74,313 74,313
2 Savings and temporary cash investments......... 101,397    
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) 19,290,728 Click to see attachment
List of Attached Documents:
// Content
8,433,966 		8,433,966
b Investments—corporate stock (attach schedule)....... 4,728,934 Click to see attachment
List of Attached Documents:
// Content
20,637,487 		20,637,487
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow1,390
Less: accumulated depreciation (attach schedule) right arrow1,390      
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)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 24,496,365 29,145,766 29,145,766
Liabilities 17 Accounts payable and accrued expenses.......... 10,260 33,563
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)......... 10,260 33,563
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........... 24,486,105 29,112,203
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    
29 Total net assets or fund balances (see instructions)..... 24,486,105 29,112,203
30 Total liabilities and net assets/fund balances (see instructions). 24,496,365 29,145,766
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
24,486,105
2
Enter amount from Part I, line 27a .....................
2
1,109,412
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
3,516,686
4
Add lines 1, 2, and 3 ..........................
4
29,112,203
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
29,112,203
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 CAPITAL GAINS DIVIDENDS P    
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 2,430,081   2,307,811 122,270
b 83     83
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       122,270
b       83
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 2 122,353
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 7,268
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 7,268
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 7,268
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 16,279
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 16,279
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 9,011
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow9,011 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowWA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.KMRGRP.COM
14
The books are in care ofright arrowMARTIN RIFKIN Telephone no.right arrow (360) 882-0756

Located atright arrow9604 NE 126TH AVE 2330VANCOUVERWA ZIP+4right arrow98682
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)
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)
Yes
 
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
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
KATHRYN JONES PRESIDENT & TREASURER
10.00 		0 0 0
PO BOX 821930
VANCOUVER,WA98682
MARTIN RIFKIN VICE PRESIDENT & SECRETARY
10.00 		0 0 0
PO BOX 821930
VANCOUVER,WA98682
DANIEL GERBER DIRECTOR
11.00 		40,000 0 0
PO BOX 821930
VANCOUVER,WA98682
MELISSA PEDRAZA DIRECTOR
11.00 		20,000 0 0
PO BOX 821930
VANCOUVER,WA98682
CLAIRE RIFKIN DIRECTOR
10.00 		10,000 0 0
PO BOX 821930
VANCOUVER,WA98682
ELAURA RIFKIN DIRECTOR
10.00 		10,000 0 0
PO BOX 821930
VANCOUVER,WA98682
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
25,052,790
b
Average of monthly cash balances.......................
1b
849,705
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
25,902,495
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
25,902,495
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
388,537
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
25,513,958
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,275,698
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
1,275,698
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
7,268
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,268
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,268,430
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,268,430
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,268,430
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
2,409,106
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
2,409,106
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 1,268,430
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022...... 1,122,724
f Total of lines 3a through e ........ 1,122,724
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 2,409,106
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 1,268,430
e Remaining amount distributed out of corpus 1,140,676
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 2,263,400
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		2,263,400
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022.... 1,122,724
e Excess from 2023.... 1,140,676
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).)
MARTIN RIFKIN
KATHRYN JONES
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:
MARTIN RIFKIN
9604 NE 126TH AVE
VANCOUVER,WA98682
(360) 737-7700
bThe form in which applications should be submitted and information and materials they should include:
THE FOUNDATION RELIES UPON SELECTED EDUCATIONAL INSTITUTIONS TO PUBLICIZE, SOLICIT, AND ANNOUNCE THE FOUNDATIONS PROGRAM.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
MUST BE OUT OF HIGH SCHOOL FOR AT LEAST TWELVE MONTHS AND HAVE FINANCIAL NEED.
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

AMERICAN FRIENDS OF LUBAVITCH OF FINLAND

22 BLACKWATCH TR
MORRISTOWN,NJ07960 		  PC TO SUPPORT THE NEEDS THROUGH THEIR SYNAGOGUE, SCHOOL, ACTIVITIES, CELEBRATIONS 500,000

CHABAD JEWISH CENTER OF CLARK COUNTY

9604 NE 126TH AVE SUITE 2340
VANCOUVER,WA98682 		  PC TO SUPPORT THE NEEDS THROUGH THEIR SYNAGOGUE, SCHOOL, ACTIVITIES, CELEBRATIONS 336,562

CLARK COLLEGE

1933 FORT VANCOUVER WAY
VANCOUVER,WA98663 		  GOV TO PROVIDE HIGHER EDUCATION FOR SCIENCE AND THE ARTS 21,000

CHABAD OF POLAND

806 EASTERN PKWY
BROOKLYN,NY11213 		  PC TO SUPPORT THE NEEDS THROUGH THEIR SYNAGOGUE, SCHOOL, ACTIVITIES, CELEBRATIONS 50,000

ELITE SCHOOL OF BEAUTY

2613 NE 114TH AVE
VANCOUVER,WA98684 		  PC TO PROVIDE HIGHER EDUCATION FOR SCIENCE AND THE ARTS 4,200

EVERGREEN STATE COLLEGE

PO BOX 8910
VANCOUVER,WA98668 		  GOV EVERGREEM WRESTLING TEAM 1,500

FISH

PO BOX 585
VANCOUVER,WA98666 		  PC TO PROVIDE FOOD TO THE LESS FORTUNATE 1,000

GRESHAM CHABAD JEWISH CENTER

1900 SW VERMONT ST
PORTLAND,OR97219 		  PC TO SUPPORT THE NEEDS THROUGH THEIR SYNAGOGUE, SCHOOL, ACTIVITIES, CELEBRATIONS 3,600

JEWISH FAMILY & CHILD SERVICE

1221 SW YAMHILL ST SUITE 301
PORTLAND,OR97205 		  PC TO SUPPORT THE NEEDS THROUGH THEIR SYNAGOGUE, SCHOOL, ACTIVITIES, CELEBRATIONS 5,000

JEWISH RELIEF NETWORK UKRAINE

2307 S RURAL RD
TEMPE,AZ85282 		  PC FOR GOOD FAMILY ORPHANAGE 250,050

KIWANIS CLUB OF KAHULUI

PO BOX 517
KAHULUI,HI96733 		  PC KIWANIS KUPUNA SPELLING BEE & SHOP WITH A COP PROGRAM 2,000

LOWER COLUMBIA COLLEGE

1600 MAPLE ST
LONGVIEW,WA98632 		  GOV TO PROVIDE HIGHER EDUCATION FOR SCIENCE AND THE ARTS 2,333

MT HOOD COMMUNITY COLLEGE

26000 SE STARK ST
GRESHAM,OR97030 		  GOV TO PROVIDE HIGHER EDUCATION FOR SCIENCE AND THE ARTS 4,300

NATIONAL WOMENS COALITION AGAINST VIOLENCE & EXPLOITATION

PO BOX 872494
VANCOUVER,WA98687 		  PC TO RAISE AWARENESS FOR DOMESTIC VIOLENCE 1,000

NAZARETH COLLEGE

4245 EAST AVE
ROCHESTER,NY14618 		  PC TO PROVIDE HIGHER EDUCATION FOR SCIENCE AND THE ARTS 35,076

NORTHWEST ASSOCIATION FOR BLIND ATHLETES

PO BOX 65265
VANCOUVER,WA98665 		  PC CAMP SPARK PROGRAM 2,000

ONE PEOPLE

461 CENTRAL AVE
CEDARHURST,NY11516 		  PC TO SUPPORT THE NEEDS THROUGH THEIR SYNAGOGUE, SCHOOL, ACTIVITIES, CELEBRATIONS 200,000

OPEN HOUSE MINISTRIES

900 W 12TH ST
VANCOUVER,WA98660 		  PC TO CARE FOR THE HOMELESS AND HUNGRY IN THE VANCOUVER AREA 3,060

PORTLAND STATE UNIVERSITY

1600 SW 4TH AVE SUITE 730
PORTLAND,OR97201 		  GOV TO PROVIDE HIGHER EDUCATION FOR SCIENCE AND THE ARTS 5,833

PROVIDENCE FOUNDATIONS OF OREGON

4805 NE GLISAN ST
PORTLAND,OR97213 		  PC CECC CANCER FUNDRAISER 1,000

ROFEH CHOLIM CANCER SOCIETY

762 BEDFORD AVE
BROOKLYN,NY11205 		  PC TO IMPROVE THE QUALITY OF LIFE FOR CANCER PATIENTS AND THEIR FAMILIES WHO ARE IN NEED 350,000

SHARE

2306 NE ANDRESEN RD
VANCOUVER,WA98661 		  PC TO CARE FOR THE HOMELESS AND HUNGRY IN THE VANCOUVER AREA 46,514

SNOWCAP COMMUNITY CHARITIES

17788 SE PINE ST
PORTLAND,OR97233 		  PC TO CARE FOR THE LESS FORTUNATE IN THE PORTLAND AREA 2,500

ST ANDREW LUTHERAN CHURCH

5607 NE GHER RD
VANCOUVER,WA98662 		  PC TO CARE FOR THE HOMELESS AND HUNGRY IN THE VANCOUVER AREA 5,859

THE GIVING CLOSET

2804 B NE 65TH AVE
VANCOUVER,WA98661 		  PC TO PROVIDE CLOTHING TO THE LESS FORTUNATE 1,000

THE VANCOUVER SYMPHONY ORCHESTRA

PO BOX 525
VANCOUVER,WA98666 		  PC TO SUPPORT THE ARTS IN THE LOCAL COMMUNITY 1,000

UJA FEDERATION

130 EAST 59TH ST
NEW YORK,NY10022 		  PC TO SUPPORT THE NEEDS THROUGH THEIR SYNAGOGUE, SCHOOL, ACTIVITIES, CELEBRATIONS 1,000

UNIVERSITY OF DENVER

2197 SOUTH UNIVERSITY BLVD ROOM 223
DENVER,CO80208 		  PC TO PROVIDE HIGHER EDUCATION FOR SCIENCE AND THE ARTS 27,283

UNIVERSITY OF WASHINGTON

407 GERBERDING HALL
SEATTLE,WA98195 		  GOV TO PROVIDE HIGHER EDUCATION FOR SCIENCE AND THE ARTS 1,167

WASHINGTON STATE UNIVERSITY

PO BOX 641927
PULLMAN,WA99164 		  GOV TO PROVIDE HIGHER EDUCATION FOR SCIENCE AND THE ARTS 15,167

WASHINGTON TALKING BOOK & BRAILLE LIBRARY

2021 9TH AVE
SEATTLE,WA98121 		  PC TO CARE FOR THE DISABLED IN THE VANCOUVER AREA 1,000
Total .................................right arrow 3a 1,882,004
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 448,441  
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 ............ 		    18 122,353  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 570,794 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
570,794
(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
KMR GROUP FOUNDATION
 
Employer identification number

32-0185357
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
KMR GROUP FOUNDATION
  		Employer identification number
32-0185357
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
KEEN MANAGED RESERVE TRUST
9604 NE 126TH AVE 2330
 
VANCOUVER, WA98682

$ 3,000,000


(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
KMR GROUP FOUNDATION
  		Employer identification number

32-0185357
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
KMR GROUP FOUNDATION
  		Employer identification number

32-0185357
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:
KMR GROUP FOUNDATION
EIN:
32-0185357
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 24,180 12,090   12,090

TY 2023 InvestmentsCorpStockSchedule
Name:
KMR GROUP FOUNDATION
EIN:
32-0185357
Name of Stock End of Year Book Value End of Year Fair Market Value
VANGUARD INDEX FUNDS S&P 500 ETF 6,657,269 6,657,269
OW LARGE CAP STRATEGIES FUND 6,394,942 6,394,942
OW SMALL & MIDCAP STRATEGIES FUND 1,859,897 1,859,897
PENN ENTERTAINMENT INC 863,864 863,864
OW FIXED INCOME FUND 467,120 467,120
MICROSOFT CORP 267,364 267,364
OW CREDIT INCOME FUND 218,340 218,340
APPLE INC 214,670 214,670
VISA INC 149,701 149,701
AMAZON.COM INC 148,901 148,901
ALPHABET INC 138,111 138,111
UNITEDHEALTH GROUP INC 105,294 105,294
NVIDIA CORP 95,577 95,577
META PLATFORMS INC 87,782 87,782
JPMORGAN CHASE & CO 81,648 81,648
ALIMENTATION COUCHE-TARD 79,447 79,447
CENCORA INC 77,017 77,017
BANK OF AMERICA CORP 76,430 76,430
INTERCONTINENTAL EXCHG INC 75,773 75,773
MOTOROLA SOLUTIONS INC 73,576 73,576
ORACLE CORP 71,692 71,692
SCHLUMBERGER LTD 69,733 69,733
PROLOGIS INC 66,650 66,650
TRANSUNION 66,648 66,648
COPART INC 65,660 65,660
HOWMET AEROSPACE INC 64,944 64,944
TAKE-2 INTERACTIVE 60,356 60,356
IQVIA HOLDINGS INC 60,158 60,158
THERMO FISHER SCIENTIFIC 57,325 57,325
GARTNER INC 57,290 57,290
S&P GLOBAL INC 57,267 57,267
ASML HOLDING 57,249 57,249
WALMART INC 55,177 55,177
DANAHER CORP 54,596 54,596
SHERWIN-WILLIAMS CO 51,463 51,463
HILTON WORLDWIDE HOLDINGS 50,985 50,985
CONOCOPHILLIPS 50,490 50,490
CANADIAN PACIFIC 49,999 49,999
NORTHROP GRUMMAN CORP 47,282 47,282
HEALTH CARE SELECT SPDR 47,051 47,051
MARVELL TECHNOLOGY INC 47,041 47,041
AMERICAN TOWER CORP 43,042 43,042
COSTCO WHSL CORP 42,905 42,905
MERCADOLIBRE INC 42,431 42,431
LOWES COS INC 42,284 42,284
EATON CORP PLC 40,939 40,939
LVMH MOET HENNESSY VUITTON 38,910 38,910
VULCAN MATERIALS 38,591 38,591
NEXTERA ENERGY INC 37,658 37,658
BLACKSTONE INC 35,348 35,348
SERVICENOW INC 35,324 35,324
ASHTEAD GROUP 34,083 34,083
AON PLC 34,049 34,049
EQUIFAX INC 33,384 33,384
EXPEDIA GROUP INC 31,116 31,116
AUTOZONE INC 31,027 31,027
DOLLARAMA INC 30,649 30,649
US FOODS HOLDING CORP 29,607 29,607
STERIS PLC 29,459 29,459
PIONEER NATURAL RESOURCES 29,234 29,234
CARLISLE COS 28,743 28,743
NICE LTD 27,731 27,731
BJ'S WHOLSESALE CLUB HOLDING 27,397 27,397
BROOKFIELD CORP 27,281 27,281
COOPER COS INC 27,247 27,247
WILLSCOT MOBILE MINI HOLDING 27,011 27,011
CDW CORP 26,369 26,369
KEYSIGHT TECHNOLOGIES INC 25,613 25,613
TRADEWEB MARKETS INC 24,992 24,992
ULTA BEAUTY INC 24,989 24,989
CLEAN HARBORS INC 24,954 24,954
AVANTOR INC 23,834 23,834
ISHARES CHINA LRGE-CAP ETF 22,708 22,708
BOOZ ALLEN HAMILTON HLDGS 21,488 21,488
WEX INC 20,038 20,038
NASDAQ INC 19,011 19,011
SAIA INC 18,405 18,405
ASM INTERNATIONAL 18,175 18,175
MEDPACE HOLDINGS 17,472 17,472
MANHATTAN ASSOCIATES INC 17,440 17,440
CONSTELLATION SOFTWARE 17,408 17,408
CRH PLC 17,290 17,290
POOL CORP 16,745 16,745
LINCOLN ELEC HLDG 16,744 16,744
CHAMPIONX CORP 14,137 14,137
LIVE NATION ENTERTMNT INC 14,040 14,040
BATH & BODY WORKS INC 13,379 13,379
TELEFLEX INC 13,215 13,215
SMITH A O CORP 12,778 12,778
RYAN SPECIALTY HOLDNGS INC 9,034 9,034

TY 2023 InvestmentsGovtObligationsSch
Name:
KMR GROUP FOUNDATION
EIN:
32-0185357
US Government Securities - End of Year Book Value:

8,433,966
US Government Securities - End of Year Fair Market Value:

8,433,966
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 OtherExpensesSchedule
Name:
KMR GROUP FOUNDATION
EIN:
32-0185357
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
VOLUNTEER APPRECIATION 1,384 0   1,384
DUES & SUBSCRIPTIONS 2,373 0   2,373
OFFICE EXPENSES 3,943 0   3,943
ADVERTISING 556 0   556
BANK FEES & CHARGES 8 0   8
INSURANCE 3,566 0   3,566
LICENSES & FEES 100 0   100


TY 2023 OtherIncreasesSchedule
Name:
KMR GROUP FOUNDATION
EIN:
32-0185357
Description Amount
UNREALIZED GAIN ON INVESTMENTS 3,516,686


TY 2023 OtherProfessionalFeesSchedule
Name:
KMR GROUP FOUNDATION
EIN:
32-0185357
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 34,908 34,908   0
IT SERVICES 3,664 0   3,664


TY 2023 TaxesSchedule
Name:
KMR GROUP FOUNDATION
EIN:
32-0185357
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN INVESTMENT TAXES 913 913   0
STATE SALES TAXES 8 0   0