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
THE RUDOLPH J & DAPHNE A MUNZER
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)3450 EAST SPRING STREET 216
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LONG BEACH, CA90806
A Employer identification number

33-0686779
B Telephone number (see instructions)

(562) 912-7732
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$95,582,133J 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) 240,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...   2,501,861  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 842,414
b Gross sales price for all assets on line 6a 10,926,335
7 Capital gain net income (from Part IV, line 2)... 1,240,850
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
1,548 -61,607 0
12 Total. Add lines 1 through 11........ 1,083,962 3,681,104 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 249,260 24,926 0 224,334
15 Pension plans, employee benefits....... 58,613 5,860 0 52,753
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
35,825 17,805 0 18,030
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
532,197 492,197 0 20,130
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
44,342 155,520 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 17,591 0 0 13,752
21 Travel, conferences, and meetings....... 4,994 0 0 4,776
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
104,114 0 0 93,648
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,046,936 696,308 0 427,423
25 Contributions, gifts, grants paid....... 5,432,500 4,325,680
26 Total expenses and disbursements. Add lines 24 and 25 6,479,436 696,308 0 4,753,103
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -5,395,474
b Net investment income (if negative, enter -0-) 2,984,796
c Adjusted net income (if negative, enter -0-)... 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............. 65,361 331,185 331,185
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   75,000    
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.......... 31,883 7,981 7,981
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
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).......... 87,998,484 Click to see attachment
List of Attached Documents:
// Content
95,159,145 		95,159,145
14 Land, buildings, and equipment: basis right arrow10,500
Less: accumulated depreciation (attach schedule) right arrow6,561 9,188 3,939 3,939
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
79,883 		Click to see attachment
List of Attached Documents:
// Content
79,883
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 88,179,916 95,582,133 95,582,133
Liabilities 17 Accounts payable and accrued expenses.......... 117,603 122,120
18 Grants payable................. 243,750 1,350,570
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) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
80,482
23 Total liabilities (add lines 17 through 22)......... 361,353 1,553,172
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........... 87,818,563 94,028,961
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)..... 87,818,563 94,028,961
30 Total liabilities and net assets/fund balances (see instructions). 88,179,916 95,582,133
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
87,818,563
2
Enter amount from Part I, line 27a .....................
2
-5,395,474
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
11,605,872
4
Add lines 1, 2, and 3 ..........................
4
94,028,961
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
94,028,961
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   2022-12-30 2023-12-31
b SUSTAINABLE MULTI-ASSET GROWTH FUND P 2022-12-30 2023-12-31
c SUSTAINABLE BOND FUND P 2022-12-30 2023-12-31
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 9,257,786   9,257,786 0
b 1,668,549     1,668,549
c     427,699 -427,699
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       0
b       1,668,549
c       -427,699
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,240,850
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 41,489
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 41,489
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 41,489
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 46,781
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 46,781
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 5,292
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow5,292 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 arrowCA
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 arrowHTTPS://MUNZERFDN.ORG/
14
The books are in care ofright arrowZAYDA L GARCIA Telephone no.right arrow (562) 912-7732

Located atright arrow3450 E SPRING STREET SUITE 216LONG BEACHCA ZIP+4right arrow90806
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? .................
16Yes  
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrowCJ
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
DANIEL WARREN MUNZER PRESIDENT
4.00 		0 0 0
3450 EAST SPRING STREET SUITE 216
LONG BEACH,CA90806
ANNE BOURNE SECRETARY AND TREASURER
4.00 		0 0 0
3450 EAST SPRING STREET SUITE 216
LONG BEACH,CA90806
DANA BOURNE DIRECTOR
4.00 		0 0 0
3450 EAST SPRING STREET SUITE 216
LONG BEACH,CA90806
JOHN G BOURNE DIRECTOR
4.00 		0 0 0
3450 EAST SPRING STREET SUITE 216
LONG BEACH,CA90806
KIRSTEN BOURNE DIRECTOR
4.00 		0 0 0
3450 EAST SPRING STREET SUITE 216
LONG BEACH,CA90806
DANIEL WAYNE MUNZER DIRECTOR
4.00 		0 0 0
3450 EAST SPRING STREET SUITE 216
LONG BEACH,CA90806
ELIZABETH MUNZER DIRECTOR
4.00 		0 0 0
3450 EAST SPRING STREET SUITE 216
LONG BEACH,CA90806
JAMES R MUNZER DIRECTOR
4.00 		0 0 0
3450 EAST SPRING STREET SUITE 216
LONG BEACH,CA90806
JEFFREY R MUNZER DIRECTOR
4.00 		0 0 0
3450 EAST SPRING STREET SUITE 216
LONG BEACH,CA90806
NICOLE C MUNZER FINGLETON DIRECTOR
4.00 		0 0 0
3450 EAST SPRING STREET SUITE 216
LONG BEACH,CA90806
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
ZAYDA GARCIA EXECUTIVE DIRECTOR
40.00 		127,822 15,955 0
3450 EAST SPRING STREET SUITE 216
LONG BEACH,CA90806
MONICA OCHOA PROGRAM ASSOCIATE
40.00 		67,551 8,660 0
3450 EAST SPRING STREET SUITE 216
LONG BEACH,CA90806
JERI LYNNE CULLISON ADMINISTRATIVE ASSIS
32.00 		52,760 13,649 0
3450 EAST SPRING STREET SUITE 216
LONG BEACH,CA90806
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
RUSSELL INVESTMENTS INVESTMENT MANAGEMENT 487,985
1301 2ND AVENUE 18TH FLOOR
SEATTLE,WA98101
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
90,958,654
b
Average of monthly cash balances.......................
1b
438,908
c
Fair market value of all other assets (see instructions)................
1c
91,803
d
Total (add lines 1a, b, and c).........................
1d
91,489,365
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
91,489,365
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,372,340
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
90,117,025
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,505,851
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
4,505,851
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
41,489
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
41,489
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,464,362
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
4,464,362
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
4,464,362
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
4,753,103
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
4,753,103
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 4,464,362
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...... 2,340,210
b From 2019...... 4,406,798
c From 2020...... 76,709
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 6,823,717
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 4,753,103
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..... 4,464,362
e Remaining amount distributed out of corpus 288,741
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 7,112,458
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) ... 		2,340,210
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		4,772,248
10 Analysis of line 9:
a Excess from 2019.... 4,406,798
b Excess from 2020.... 76,709
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 288,741
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
THE RUDOLPH J AND DAPHNE A MUNZER F
3450 E SPRING STREET SUITE 216
LONG BEACH,CA90806
(562) 912-7732
bThe form in which applications should be submitted and information and materials they should include:
APPLICATIONS SHOULD BE COMPLETED ELECTRONICALLY THROUGH THE FOLLOWING WEBSITE: HTTPS://MUNZERFDN.ORG/HOW-TO-APPLY/APPLY/
cAny submission deadlines:
THE APPLICATION PERIOD IS OCTOBER 31 - NOVEMBER 4.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
ORGANIZATIONS SUBMITTING REQUESTS MUST MEET THE FOLLOWING ELIGIBILITY CRITERIA: TAX EXEMPT UNDER IRS SECTION 501(C)(3) PROVIDE SERVICES THAT ADDRESS PRESSING NEEDS AT A COMMUNITY-BASED LEVEL PROGRAMS AND/OR SERVICES MUST BE PROVIDED WITHIN AN IDENTIFIED MUNZER FOUNDATION COMMUNITY
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

1736 FAMILY CRISIS CENTER

2116 ARLINGTON AVENUE SUITE 200
LOS ANGELES,CA90018 		  PC LONG BEACH SHELTER PROGRAM 45,000

ABILIS

50 GLENVILLE ST
GREENWICH,CT06831 		  PC ABILIS EARLY LEARNERS BIRTH TO THREE PROGRAM 60,000

ABILITYFIRST

789 NORTH FAIR OAKS AVENUE
PASADENA,CA91103 		  PC ABILITYFIRST LONG BEACH CENTER AFTER SCHOOL PROGRAM FOR CHILDREN AND YOUTH 25,000

ABLE ARTS WORK

3626 E PACIFIC COAST HWY
LONG BEACH,CA90804 		  PC ABLE ARTS WORK'S CREATIVE HEALTH AND WELLNESS CLINIC 40,000

AQUARIUM OF THE PACIFIC

100 AQUARIUM WAY
LONG BEACH,CA90802 		  PC OCEAN SCIENCE EDUCATION PROGRAM 20,000

ARTS COUNCIL FOR LONG BEACH

115 PINE AVE SUITE 350
LONG BEACH,CA90802 		  PC GENERAL OPERATING 30,000

ASSISTANCE LEAGUE OF LONG BEACH

6220 E SPRING STREET
LONG BEACH,CA90815 		  PC OPERATION SCHOOL BELL 40,000

ASSISTANCE LEAGUE OF LONG BEACH

6220 E SPRING STREET
LONG BEACH,CA90815 		  PC ORTHODONTIC PROGRAM 40,000

BILLION OYSTER PROJECT INC

10 SOUTH STREET SLIP 7
NEW YORK,NY10004 		  PC BILLION OYSTER PROJECT SCHOOLS NETWORK 20,000

BOSS INC

7941 E CRAMER STREET
LONG BEACH,CA90808 		  PC BOSS (BUSINESS OF STUDENT SUCCESS) 25,000

BOY SCOUTS OF AMERICA LONG BEACH AREA COUNCIL

401 E 37TH STREET
LONG BEACH,CA90807 		  PC SCOUTREACH 2023-24 20,000

BOYS & GIRLS CLUBS OF LONG BEACH

3635 LONG BEACH BOULEVARD
LONG BEACH,CA90807 		  PC GENERAL OPERATING SUPPORT 50,000

CALIFORNIA CONFERENCE FOR EQUALITY AND JUSTICE INC

3605 LONG BEACH BOULEVARD SUITE 100
LONG BEACH,CA90807 		  PC ELIMINATING BIAS, BIGOTRY AND RACISM THROUGH EDUCATION AND CONFLICT RESOLUTION 60,000

CAMP NUGGET CALIFORNIA STATE UNIVERSITY LONG BEACH

1250 BELLFLOWER BOULEVARD
LONG BEACH,CA908405605 		  PC CAMP NUGGET 20,000

CASA YOUTH SHELTER

10911 REAGAN STREET
LOS ALAMITOS,CA90720 		  PC CLINICAL COUNSELING AND CASE MANAGEMENT FOR YOUTH IN CRISIS AND THEIR FAMILIES 35,000

CENTRO CHA INC

200 PINE AVENUE SUITE 550
LONG BEACH,CA90802 		  PC WORKFORCE ACCELERATOR LONG BEACH MEDICAL ASSISTANT PROGRAM (ACCELERATE LB MAP!) 60,000

CENTURY VILLAGES AT CABRILLO

1000 CORPORATE PT
CULVER CITY,CA90230 		  PC OASIS RESIDENTIAL SERVICES AT CENTURY VILLAGES AT CABRILLO 50,000

CHILD LANE

2501 CHERRY AVE SUITE 350
LONG BEACH,CA90755 		  PC HONORING CHILDHOOD CAMPAIGN 150,000

CHILDREN TODAY

2951 LONG BEACH BLVD
LONG BEACH,CA90806 		  PC CHILDREN TODAY'S ECOHOUSE 40,000

CHILDREN'S DENTAL HEALTH CLINIC

455 E COLUMBIA STREET SUITE 32
LONG BEACH,CA90806 		  PC CHILDREN'S DENTAL HEALTH CLINIC - GENERAL OPERATING SUPPORT 90,000

CHILDREN'S INSTITUTE (CII)

2121 WEST TEMPLE STREET
LOS ANGELES,CA90026 		  PC TRAUMA INFORMED SUPPORT SERVICES FOR FAMILIES 30,000

CHILDREN'S LEARNING CENTERS OF FAIRFIELD COUNTY INC

64 PALMERS HILL ROAD
STAMFORD,CT069022113 		  PC NUTRITION 40,000

CHRISTIAN OUTREACH IN ACTION

515 E 3RD ST
LONG BEACH,CA90802 		  PC COA DIAPER PROGRAM FOR LOW-INCOME WOMEN AND CHILDREN 25,000

CSU LONG BEACH SCHOOL OF SOCIAL WORK

1250 BELLFLOWER BLVD SSPA 161
LONG BEACH,CA908404602 		  PC STRENGTHENING YOUTH RESILIENCE PROGRAM 30,000

ECE WORKFORCE PROJECT (CHILD LANE)

2501 CHERRY AVENUE
SIGNAL HILL,CA90755 		  PC LONG BEACH ECE WORKFORCE PROFESSIONALIZATION AND ADVOCACY 107,180

ELEVATE YOUR GAME

2019 E 120TH ST
LOS ANGELES,CA90059 		  PC MENTORING HIGH SCHOOL STUDENTS IN LONG BEACH 10,000

EXTRAORDINARY FAMILIES

221 N ARDMORE AVE
LOS ANGELES,CA90004 		  PC A COMPREHENSIVE CONTINUUM OF SERVICE FOR FOSTER YOUTH AND FORMER FOSTER YOUTH IN LB 30,000

FAMILIES UNITING FAMILIES

525 E 7TH STREET SUITE 115
LONG BEACH,CA90813 		  PC FAMILIES UNITING FAMILIES 60,000

FOOD FINDERS INC

10539 HUMBOLT STREET
LOS ALAMITOS,CA90720 		  PC FOOD RESCUE/DISTRIBUTION PROGRAM 50,000

FOR THE CHILD INC

4565 CALIFORNIA AVENUE
LONG BEACH,CA90807 		  PC CHILD ABUSE & NEGLECT SAFETY NET PROGRAM (CAP) 50,000

FRESHFARM MARKETS INC

1380 MONROE ST NW 605
WASHINGTON,DC20010 		  PC FOODPRINTS AND FARM-TO-CHILDCARE PROGRAMS 70,000

GOODWILL SOUTHERN LOS ANGELES COUNTY (SOLAC)

800 W PACIFIC COAST HIGHWAY
LONG BEACH,CA90806 		  PC CERTIFIED NURSE ASSISTANT (C.N.A.) ACADEMY 80,000

GROUND EDUCATION

6475 E PACIFIC COAST HIGHWAY 294
LONG BEACH,CA90803 		  PC SCHOOL-BASED OUTDOOR ENVIRONMENTAL EDUCATION PROGRAM 40,000

HABITAT FOR HUMANITY OF GREATER LOS ANGELES

8739 ARTESIA BLVD
BELLFLOWER,CA90706 		  PC WASHINGTON NEIGHBORHOOD REVITALIZATION 30,000

HUMAN-I-T

100 W BROADWAY SUITE 3000
LONG BEACH,CA90802 		  PC CONNECTING STUDENTS AND FAMILIES TO OPPORTUNITY ONLINE 30,000

INSPIRICA INC

141 FRANKLIN STREET
STAMFORD,CT06901 		  PC ADDRESSING HOMELESSNESS AND CREATING THRIVING ADULTS, CHILDREN, FAMILIES AND COMMUNITIES 50,000

KHMER GIRLS IN ACTION

1085 REDONDO AVE
LONG BEACH,CA90804 		  PC LEADERSHIP DEVELOPMENT PROGRAM 35,000

LBCAP

117 W VICTORIA ST
LONG BEACH,CA90805 		  PC LEADERSHIP ARTS MENTORING PROGRAM (LAMP) 50,000

LEADERSHIP LONG BEACH

4401 ATLANTIC AVE STE 200
LONG BEACH,CA90807 		  PC LEADERSHIP LONG BEACH ENVIRONMENTAL LEADERSHIP PROGRAMS FOR YOUTH 6-12TH GRADE 60,000

LEGAL AID FOUNDATION OF LOS ANGELES

1550 W 8TH STREET
LOS ANGELES,CA90017 		  PC GREATER LONG BEACH COMMUNITY MEDICAL-LEGAL PARTNERSHIP 65,000

LINC HOUSING

3590 ELM AVENUE
LONG BEACH,CA90807 		  PC YOUTH EMPOWERMENT: SUPPORTING CHILDREN 0 12 YEARS OF LOW-INCOME FAMILIES 40,000

LONG BEACH BLAST (BETTER LEARNING FOR ALL STUDENTS TODAY)

4201 LONG BEACH BLVD SUITE 201
LONG BEACH,CA90807 		  PC PROVIDING EDUCATIONAL AND LIFE SERVICES FOR AT PROMISE STUDENTS OF LONG BEACH 50,000

LONG BEACH BLUES SOCIETY

2601 E OCEAN BLVD SUITE 201
LONG BEACH,CA908021117 		  PC ENHANCING AND EXPANDING YOUTH MUSIC EDUCATION PROGRAMS 10,000

LONG BEACH CALL - LONG BEACH EDUCATION FOUNDATION

1515 HUGHES WAY
LONG BEACH,CA90810 		  PC INTERNSHIP STIPENDS FOR HIGH SCHOOL STUDENTS 20,000

LONG BEACH CITY COLLEGE FOUNDATION

4901 E CARSON STREET B12
LONG BEACH,CA90808 		  PC LONG BEACH CITY COLLEGE & POOLS OF HOPE SUMMER WELLNESS CAMP 95,000

LONG BEACH DAY NURSERY

1548 CHESTNUT AVE
LONG BEACH,CA90813 		  PC LONG BEACH DAY NURSERY EARLY CARE AND EDUCATION TEAM 50,000

LONG BEACH EARLY CHILDHOOD EDUCATION COMMITTEE

13300 CROSSROADS PARKWAY NORTH
SUITE 450
CITY OF INDUSTRY,CA91746 		  PC THE LBECE COMMITTEE: BUILDING COMMUNITY, STRENGTHENING PROVIDERS, LEADING THE FIELD 20,000

LONG BEACH MUSEUM OF ART FOUNDATION

2300 E OCEAN BLVD
LONG BEACH,CA90803 		  PC KIDSVISIONS ARTS EDUCATION, A MULTI-FACETED GRADE 5 PROGRAM 45,000

LONG BEACH ORGANIC INC

140 MARINA PACIFICA DRIVE NORTH
LONG BEACH,CA90803 		  PC COMPLETING ALL-ABILITIES ZAFERIA GARDEN RENOVATION & CONTINUING GATEWAY TO GARDENING PROGRAM. 20,000

LONG BEACH PUBLIC LIBRARY FOUNDATION

200 W BROADWAY
LONG BEACH,CA90802 		  PC LONG BEACH PUBLIC LIBRARY FOUNDATION 82,000

LONG BEACH SYMPHONY

249 E OCEAN BLVD SUITE 200
LONG BEACH,CA90802 		  PC YOUTH STREAMING CONCERTS 15,000

MAYORS FUND FOR LONG BEACHCOMMUNITY PARTNERS

1000 N ALAMEDA ST SUITE 240
LOS ANGELES,CA900121804 		  PC LONG BEACH EARLY LEARNING & SHARED SERVICES HUB 40,000

MEMORIAL MEDICAL CENTER FOUNDATION

2801 ATLANTIC AVE
LONG BEACH,CA90806 		  PC NEONATAL CONTINUING CARE PROGRAM (FORMERLY NICU FOLLOW-UP CLINIC) 85,000

MENTAL HEALTH AMERICA OF LOS ANGELES

3633 E BROADWAY
LONG BEACH,CA90803 		  PC MHALA TRANSITION-AGED YOUTH (TAY) ACADEMY 90,000

MOMENTUM AGENCIES

6430 INDEPENDENCE AVE
WOODLAND HILLS,CA91367 		  PC MOMENTUM PEDIATRIC THERAPY LONG BEACH: EARLY INTERVENTION 40,000

OPERATION JUMP START

3515 LINDEN AVE
LONG BEACH,CA90807 		  PC OJS PROGRAMS 60,000

ORALE (FORMERLY LBIRC) - COMMUNITY PARTNERS

1000 N ALAMEDA ST SUITE 240
LOS ANGELES,CA90012 		  PC THRIVING IMMIGRANT FAMILIES LEADERSHIP ACADEMY 30,000

PARTNERS OF PARKS

2760 N STUDEBAKER RD
LONG BEACH,CA90815 		  PC YOUTH SCHOLARSHIPS FOR VIRTUAL AND IN-PERSON CLASSES AND CAMPS 16,000

PATHWAYS VOLUNTEER HOSPICE

4645 WOODRUFF AVENUE
LAKEWOOD,CA90713 		  PC CHANGES CHILDRENS GRIEF COUNSELING AND EDUCATION PROGRAM 25,000

POOLS OF HOPE (DBA)

6801 LONG BEACH BLVD
LONG BEACH,CA90805 		  PC AQUATIC THERAPY, HEALTH AND WELLNESS SERVICES FOR NORTH LONG BEACH 40,000

PORT CHESTER CARVER CENTER INC

400 WESTCHESTER AVENUE PO BOX 429
PORT CHESTER,NY10573 		  PC PORT CHESTER CARVER CENTER 60,000

PRECIOUS LAMB PRESCHOOL

2005 PALO VERDE AVE PMB 301
LONG BEACH,CA90815 		  PC THE MUNZER TODDLER PLAYGROUND 55,000

RANCHO LOS CERRITOS FOUNDATION

4600 VIRGINIA RD
LONG BEACH,CA90807 		  PC LOOKING BACK TO ADVANCE FORWARD: ENVIRONMENTAL EDUCATION CURRICULUM PLANNING 50,000

RED HOOK INITIATIVE

767 HICKS STREET
BROOKLYN,NY11231 		  PC RED HOOK FARMS: FIGHTING FOOD INSECURITY & NURTURING A NEW GENERATION OF GREEN LEADERS 25,000

RISING TIDE AT MARGUERITE KIEFER EDUCATION CENTER INC

607 E THIRD ST
LONG BEACH,CA90802 		  PC PROGRAM SUPPORT 25,000

RONALD MCDONALD HOUSE CHARITIES OF SOUTHERN CALIFORNIA

1250 LYMAN PLACE
LOS ANGELES,CA90029 		  PC CAMP RONALD MCDONALD FOR GOOD TIMES 25,000

SOUND WATERS INC

1281 COVE RD
STAMFORD,CT06902 		  PC SOUNDWATERS RESEARCH INTENSIVE 60,000

ST ANTHONY HIGH SCHOOL

620 OLIVE AVENUE
LONG BEACH,CA90802 		  PC ST. ANTHONY HIGH SCHOOL SCHOLARSHIP PROGRAM 52,000

ST BARNABAS SCHOOL

3980 MARRON AVE
LONG BEACH,CA90807 		  PC TUITION ASSISTANCE 70,000

SU CASA - ENDING DOMESTIC VIOLENCE

3750 E ANAHEIM STREET SUITE 100
LONG BEACH,CA90804 		  PC DOMESTIC VIOLENCE CAREER PREPARATION AND PLACEMENT PROGRAM 40,000

SUCCESS IN CHALLENGES

4508 ATLANTIC AVENUE UNIT 782
LONG BEACH,CA90807 		  PC SUCCESS IN CHALLENGES GENERAL OPERATING REQUEST 40,000

TEENS RUN DC

PO BOX 15651
WASHINGTON,DC20003 		  PC TEENS RUN DC PROGRAM 40,000

THE BEACON HOUSE OF SAN PEDRO

1003 SOUTH BEACON STREET
SAN PEDRO,CA90731 		  PC BEACON HOUSE SOCIAL ENTERPRISE - STAFF RETENTION PLAN 30,000

THE CHILDREN'S CLINIC SERVING CHILDREN AND THEIR FAMILIES

701 EAST 28TH STREET SUITE 200
LONG BEACH,CA90806 		  PC TCC FAMILY HEALTH DEVELOPMENTAL & BEHAVIORAL HEALTHCARE FOR CHILDREN AND ADOLESCENTS 90,000

THE GUIDANCE CENTER

1301 PINE AVE
LONG BEACH,CA90813 		  PC IT'S ABOUT T.I.M.E. (TRAUMA-INFORMED MOVEMENT IN EDUCATION) 60,000

THE JEWEL BOX CHILDREN'S THEATER COMPANY

3371 CERRITOS AVE
SIGNAL HILL,CA90755 		  PC COMMUNITY ENGAGEMENT PROGRAM 15,000

THE LGBTQ CENTER LONG BEACH (DBA)

2017 E 4TH STREET
LONG BEACH,CA90814 		  PC MENTORING YOUTH THROUGH EMPOWERMENT (MYTE) 35,000

TICHENOR CLINIC FOR CHILDREN

1660 TERMINO AVE
LONG BEACH,CA90804 		  PC CHILDREN'S SPEECH/LANGUAGE THERAPY PROGRAM 30,000

UN MUNDO DE AMIGOS PRESCHOOL

1480 LONG BEACH BLVD
LONG BEACH,CA90813 		  PC INVESTING IN PRESCHOOL CHILDREN AND TEACHERS 45,000

UNITED CAMBODIAN COMMUNITY

2201 E ANAHEIM STREET SUITE 200
LONG BEACH,CA90804 		  PC UCC LIVING ARTS - KIDS ART SPACE! 35,000

WOMENSHELTER OF LONG BEACH

PO BOX 17098
LONG BEACH,CA90807 		  PC GENERAL OPERATING SUPPORT 40,000

YMCA OF GREATER LONG BEACH

3605 LONG BEACH BLVD SUITE 210
LONG BEACH,CA90807 		  PC YMCA YOUTH INSTITUTE 40,000

YOUNG HORIZONS

501 ATLANTIC AVE
LONG BEACH,CA90802 		  PC EARLY CHILDHOOD EDUCATION 50,000

YWCA GREENWICH

259 EAST PUTNAM AVENUE
GREENWICH,CT06830 		  PC DOMESTIC ABUSE SERVICES CHILD AND FAMILY COUNSELING 30,000

THE NONPROFIT PARTNERSHIP

4900 E CONANT BLDG 0-2 SUITE 225
LONG BEACH,CA90808 		  PC LONG BEACH GIVES 35,000

THE NONPROFIT PARTNERSHIP

4900 E CONANT BLDG 0-2 SUITE 225
LONG BEACH,CA90808 		  PC CAPACITY BUILDING FOR NONPROFITS 50,000

THE NONPROFIT PARTNERSHIP

4900 E CONANT BLDG 0-2 SUITE 225
LONG BEACH,CA90808 		  PC NONPROFIT PROFESSIONAL SERVICE FUND 30,000

AIDA - INTERAMERICAN ASSOCIATION FOR ENVIRONMENTAL DEFENSE

50 CALIFORNIA ST SUITE 500
SAN FRANCISCO,CA94111 		  PC OPERATING SUPPORT 2,000

ANACOSTIA RIVERKEEPER

515 M STREET SE SUITE 218
WASHINGTON,DC20003 		  PC OPERATING SUPPORT 2,000

APPALACHIAN MOUNTAIN CLUB

10 CITY SQUARE
BOSTON,MA02129 		  PC EDUCATORS OUTDOORS PROGRAM 2,000

ASSOCIATION FOR CREATINE DEFICIENCIES

6965 EL CAMINO REAL SUITE 105-598
CARLSBAD,CA92009 		  PC RESEARCH FUNDING AND SUPPORT 5,000

BARD COLLEGE

BPI P O BOX 5000
ANNANDALEONHUDSON,NY12504 		  PC BPI MICROCOLLEGE 2,000

BEST BUDDIES NEW YORK

120 WEST 45TH STREET 3800
NEW YORK,NY10036 		  PC OPERATING SUPPORT 1,000

BK ROT

86 WYCKOFF AVENUEP O BOX 370538
BROOKLYN,NY112379997 		  PC OPERATING SUPPORT 1,000

BLACK FARMER FUND INC

228 PARK AVE S
NEW YORK CITY,NY100031502 		  PC OPERATING SUPPORT 2,000

BLACK FARMER FUND INC

228 PARK AVE S
NEW YORK CITY,NY100031502 		  PC OPERATING SUPPORT 2,000

BOY SCOUTS OF AMERICA LONG BEACH AREA COUNCIL

401 E 37TH STREET
LONG BEACH,CA90807 		  PC TROOP/PACK 21 STORAGE 4,000

BOY SCOUTS OF AMERICA LONG BEACH AREA COUNCIL

401 E 37TH STREET
LONG BEACH,CA90807 		  PC OPERATING SUPPORT 3,000

BOYS & GIRLS CLUBS OF LONG BEACH

3635 LONG BEACH BOULEVARD
LONG BEACH,CA90807 		  PC GENERAL OPERATING 5,000

BOYS & GIRLS CLUBS OF LONG BEACH

3635 LONG BEACH BOULEVARD
LONG BEACH,CA90807 		  PC YOUTH SKATEBOARD CLASSES 10,000

BREAST CANCER ALLIANCE INC

48 MAPLE AVENUE
GREENWICH,CT06830 		  PC OPERATING SUPPORT 5,000

BROOKLYN BOTANIC GARDEN CORP

1000 WASHINGTON AVE
BROOKLYN,NY11225 		  PC OPERATING SUPPORT 1,500

CALCANEARTH ISLAND INSTITUTE

P O BOX 1366
SEBASTOPOL,CA95473 		  PC CLIMATE SMART AGRICULTURE 1,000

CANAL ALLIANCE

91 LARKSPUR STREET
SAN RAFAEL,CA94901 		  PC OPERATING SUPPORT 4,000

CARE CLOSET LBC

10621 FELSON ST
BELLFLOWER,CA907067133 		  PC OPERATING SUPPORT 5,000

CAST HOPE

PO BOX 3740
CHICO,CA959273740 		  PC OPERATING SUPPORT 500

CITY SURF PROJECT

400 TREAT AVENUE UNIT G
SAN FRANCISCO,CA94110 		  PC GENERAL OPERATING 5,000

COMPOUND LB

1395 CORONADO AVENUE
LONG BEACH,CA90804 		  PC FAMILY/CHILDREN ARTS PROGRAMMING 5,000

CSULB 49ER FOUNDATION

6300 E UNIVERSITY DRIVE SUITE 324
LONG BEACH,CA90815 		  PC 3RD ANNUAL BLACK ALUMNI SCHOLARSHIP GALA 5,000

DISCALCED INC DBA MARK MORRIS DANCE CENTER

3 LAFAYETTE AVE
BROOKLYN,NY112171415 		  PC YOUTH SCHOLARSHIPS AT THE SCHOOL AT THE MARK MORRIS DANCE CENTER 1,000

EB RESEARCH PARTNERSHIP INC

244 MADISON AVENUE SUITE 104
NEW YORK,NY10016 		  PC OPERATING SUPPORT 1,000

FAMILY CENTERS INC

40 ARCH STREET
GREENWICH,CT06830 		  PC OPERATING SUPPORT 4,000

FISHER HOUSE SOUTHERN CALIFORNIA INC

P O BOX 110
LONG BEACH,CA90801 		  PC OPERATING SUPPORT - LONG BEACH 2,500

FOUNDATION FOR PRADER-WILLI RESEARCH INC

440 N BARRANCA AVE 3620
COVINA,CA91723 		  PC OPERATING SUPPORT 2,000

GREATER FARALLONES ASSOCIATION

THE PRESIDIOP O BOX 29386
SAN FRANCISCO,CA94129 		  PC OPERATING SUPPORT 3,000

GREEN-WOOD HISTORIC FUND INC

500 25TH STREET
BROOKLYN,NY11232 		  PC OPERATING SUPPORT 2,000

HAWAII COMMUNITY FOUNDATION

827 FORT STREET MALL
HONOLULU,HI96813 		  PC MAUI STRONG FUND 5,000

IMPACT JUSTICE

2930 LAKESHORE AVENUE SUITE 300
OAKLAND,CA94610 		  PC CRIMINAL JUSTICE REFORM 2,000

JOSEPHINE HERRICK PROJECT

64 FULTON STREET SUITE 905
NEW YORK,NY10038 		  PC OPERATING SUPPORT 4,000

LONG BEACH MUSEUM OF ART FOUNDATION

2300 E OCEAN BLVD
LONG BEACH,CA90803 		  PC ART AUCTION XX 5,000

LONG BEACH PUBLIC LIBRARY FOUNDATION

200 W BROADWAY
LONG BEACH,CA90802 		  PC GENERAL OPERATING SUPPORT 5,000

LOWER POLK COMMUNITY BUSINESS DISTRICT

1170 SUTTER STREET
SAN FRANCISCO,CA94109 		  PC OPERATING SUPPORT 500

MAKE-A-WISH FOUNDATION OF CT INC

126 MONROE TURNPIKE
TRUMBULL,CT06611 		  PC OPERATING SUPPORT 5,000

MAKE THE ROAD NY

301 GROVE STREET
BROOKLYN,NY11237 		  PC OPERATING SUPPORT 3,000

MASSACHUSETTS GENERAL HOSPITALSEAN M HEALEY & AMG CENTER FOR ALS

125 NASHUA STREET SUITE 540
BOSTON,MA02114 		  PC SEAN M HEALEY AND AMG CENTER FOR ALS 5,000

MEALS ON WHEELS INC OF GREENWICH

89 MAPLE AVENUE
GREENWICH,CT06830 		  PC OPERATING SUPPORT 1,000

MIGRANT JUSTICE

179 S WINOOSKI AVENUE UNIT 202
BURLINGTON,VT05401 		  PC OPERATING SUPPORT 1,000

MUTTVILLE

255 ALABAMA STREET
SAN FRANCISCO,CA94103 		  PC OPERATING SUPPORT 500

NAGOURNEY INSTITUTE

750 E 29TH STREET
LONG BEACH,CA90806 		  PC OPERATING SUPPORT 3,000

NAGOURNEY INSTITUTE

750 E 29TH STREET
LONG BEACH,CA90806 		  PC OPERATING SUPPORT 5,000

NEIGHBORSHARE INC

268 SIMPAUG TURNPIKE 75
REDDING,CT06896 		  PC TO SUPPORT 50 NEIGHBORS IN NEED 5,000

NEW YORK PUBLIC RADIO

160 VARICK STREET
NEW YORK,NY10013 		  PC WNYC OPERATING SUPPORT 1,000

NEW YORK PUBLIC RADIO

160 VARICK STREET
NEW YORK,NY10013 		  PC OPERATING SUPPORT FOR WNYC 1,000

ONE FAIR WAGE INC

45 MT AUBURN STC/O DEMOCRACY CENTER
CAMBRIDGE,MA02138 		  PC OPERATING SUPPORT 2,000

PACS1 SYNDROME RESEARCH FOUNDATION

36 WEST WAY
OLD GREENWICH,CT06870 		  PC OPERATING SUPPORT 2,000

PRAIRIE VISTA MIDDLE SCHOOL

13600 PRAIRIE AVENUE
HAWTHORNE,CA90250 		  PC MUSIC PROGRAM SUPPORT 2,500

PROSPECT PARK ALLIANCE

95 PROSPECT PARK WEST
BROOKLYN,NY11215 		  PC OPERATING SUPPORT 1,000

RIVERBANK ORGANIZATION

31831 CAMINO CAPISTRANO STE 108
SAN JUAN CAPISTRANO,CA92675 		  PC OPERATING SUPPORT 5,000

RIVERKEEPER INC

20 SECOR ROAD
OSSINING,NY10562 		  PC OPERATING SUPPORT 2,000

RSHM LIFE CENTER

32-34 BEEKMAN AVENUE
SLEEPY HOLLOW,NY10591 		  PC GENERAL OPERATING SUPPORT 1,000

RSHM LIFE CENTER

32-34 BEEKMAN AVENUE
SLEEPY HOLLOW,NY10591 		  PC BIKE TARRYTOWN 1,000

RYSE CENTER

3939 BISSELL AVENUE
RICHMOND,CA94805 		  PC YOUTH JUSTICE PROGRAM 1,000

SANTA CATALINA SCHOOL

1500 MARK THOMAS DRIVE
MONTEREY,CA93940 		  PC UPPER HIGH SCHOOL EDUCATION PROGRAMS 3,000

SAVE THE SOUND

900 CHAPEL STREET
NEW HAVEN,CT06510 		  PC OPERATING SUPPORT 1,000

SLS

1335 SUTTER ST
SAN FRANCISCO,CA941095415 		  PC OPERATING SUPPORT 2,000

SOUND WATERS INC

1281 COVE RD
STAMFORD,CT06902 		  PC OPERATING SUPPORT 3,000

SOUTHERN POVERTY LAW CENTER

400 WASHINGTON AVENUE
MONTGOMERY,AL36104 		  PC OPERATING SUPPORT 1,000

SUSTAINABLE CONSERVATION

98 BATTERY STREET 302
SAN FRANCISCO,CA94111 		  PC OPERATING SUPPORT 2,000

SUSTAINABLE MARKETS FOUNDATION (FOR THIRD ACT)

40 WEST 37TH STREET SUITE 1000
NEW YORK,NY100187311 		  PC OPERATING SUPPORT 2,000

TEE IT UP FOR THE TROOPS - HUNTINGTON BEACH

P O BOX 3358
HUNTINGTON BEACH,CA92605 		  PC GOLF TOURNAMENT TO SUPPORT ACTIVE MILITARY & THEIR FAMILIES 5,000

THE CORBIN HILL FOOD PROJECT INC

475 RIVERSIDE DRIVE SUITE 243
NEW YORK,NY10115 		  PC OPERATING SUPPORT 2,000

THE U C DAVIS FOUNDATION

202 COUSTEAU PL STE 185
DAVIS,CA956187761 		  PC COMPASSIONATE CARE FUND V6TH610 2,500

VANGUARD CANCER FOUNDATION

750 E 29TH ST
LONG BEACH,CA908061712 		  PC OPERATING SUPPORT 5,000

VOTE SOLAR

360 22ND STREET SUITE 730
OAKLAND,CA94612 		  PC SOLAR ADVOCACY 5,000

WESTERN CENTER ON LAW AND POVERTY

3701 WILSHIRE BLVD SUITE 208
LOS ANGELES,CA90010 		  PC OPERATING SUPPORT 2,000

WARRIOR CANINE CONNECTION

14934 SHAEFFER ROAD
BOYDS,MD20841 		  PC OPERATING SUPPORT 5,000

WOMEN'S FOUNDATION CALIFORNIA

1301 CLAY STREET 71719
OAKLAND,CA94612 		  PC OPERATING SUPPORT 2,000

YALE NEW HAVEN HOSPITAL

PO BOX 1849
NEW HAVEN,CT065081849 		  PC NICU: REBECCA & HILLARY FUND 5,000

YALE NEW HAVEN HOSPITAL

PO BOX 1849
NEW HAVEN,CT065081849 		  PC NICU: REBECCA & HILLARY FUND 3,000

THE CHILDREN'S CLINIC SERVING CHILDREN AND THEIR FAMILIES

701 EAST 28TH STREET SUITE 200
LONG BEACH,CA90806 		  PC TCC FAMILY HEALTH AND WELLNESS CAPITAL PROJECT 225,000
Total .................................right arrow 3a 4,325,680
bApproved for future payment

ASSISTANCE LEAGUE OF LONG BEACH
6220 E SPRING STREET
LONG BEACH,CA90815 		  PC OPERATION SCHOOL BELL 80,000

ASSISTANCE LEAGUE OF LONG BEACH
6220 E SPRING STREET
LONG BEACH,CA90815 		  PC ORTHODONTIC PROGRAM 80,000

BOYS & GIRLS CLUBS OF LONG BEACH
3635 LONG BEACH BOULEVARD
LONG BEACH,CA90807 		  PC GENERAL OPERATING SUPPORT 100,000

CHILDREN'S DENTAL HEALTH CLINIC
455 E COLUMBIA STREET SUITE 32
LONG BEACH,CA90806 		  PC CHILDREN'S DENTAL HEALTH CLINIC - GENERAL OPERATING SUPPORT 180,000

ECE WORKFORCE PROJECT (CHILD LANE)
2501 CHERRY AVENUE
SIGNAL HILL,CA90755 		  PC LONG BEACH ECE WORKFORCE PROFESSIONALIZATION AND ADVOCACY 7,820

INSPIRICA INC
141 FRANKLIN STREET
STAMFORD,CT06901 		  PC ADDRESSING HOMELESSNESS AND CREATING THRIVING ADULTS, CHILDREN, FAMILIES AND COMMUNITIES 100,000

LONG BEACH DAY NURSERY
1548 CHESTNUT AVE
LONG BEACH,CA90813 		  PC LONG BEACH DAY NURSERY EARLY CARE AND EDUCATION TEAM 100,000

LONG BEACH PUBLIC LIBRARY FOUNDATION
200 W BROADWAY
LONG BEACH,CA90802 		  PC LONG BEACH PUBLIC LIBRARY FOUNDATION 164,000

OPERATION JUMP START
3515 LINDEN AVE
LONG BEACH,CA90807 		  PC OJS PROGRAMS 120,000

PORT CHESTER CARVER CENTER INC
400 WESTCHESTER AVENUE PO BOX 429
PORT CHESTER,NY10573 		  PC PORT CHESTER CARVER CENTER 120,000

THE CHILDREN'S CLINIC SERVING CHILDREN AND THEIR FAMILIES
701 EAST 28TH STREET SUITE 200
LONG BEACH,CA90806 		  PC TCC FAMILY HEALTH DEVELOPMENTAL & BEHAVIORAL HEALTHCARE FOR CHILDREN AND ADOLESCENTS 180,000

YOUNG HORIZONS
501 ATLANTIC AVE
LONG BEACH,CA90802 		  PC EARLY CHILDHOOD EDUCATION 100,000
Total ................................. right arrow 3b 1,331,820
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 ....          
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 .....     01 1,548  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 842,414  
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) .. 0 843,962 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
843,962
(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
THE RUDOLPH J & DAPHNE A MUNZER
FOUNDATION
Employer identification number

33-0686779
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
THE RUDOLPH J & DAPHNE A MUNZER
FOUNDATION 		Employer identification number
33-0686779
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
DAPHNE ANN MUNZER ADMINISTRATIVE TRUST
 
3450 EAST SPRING ST 218
 
LONG BEACH, CA90806

$ 240,000


(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
THE RUDOLPH J & DAPHNE A MUNZER
FOUNDATION 		Employer identification number

33-0686779
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
THE RUDOLPH J & DAPHNE A MUNZER
FOUNDATION 		Employer identification number

33-0686779
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:
THE RUDOLPH J & DAPHNE A MUNZER
 
FOUNDATION
EIN:
33-0686779
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 35,825 17,805 0 18,030

TY 2023 InvestmentsOtherSchedule2
Name:
THE RUDOLPH J & DAPHNE A MUNZER
 
FOUNDATION
EIN:
33-0686779
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
SUSTAINABLE MULTI-ASSET GROWTH FUND FMV 79,961,437 79,961,437
SUSTAINABLE BOND FUND FMV 11,759,281 11,759,281
PRIVATE MARKETS FUND 2019 LP FMV 3,438,427 3,438,427

TY 2023 OtherAssetsSchedule
Name:
THE RUDOLPH J & DAPHNE A MUNZER
 
FOUNDATION
EIN:
33-0686779
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
OPERATING LEASE RIGHT-OF-USE ASSET 0 79,883 79,883


TY 2023 OtherExpensesSchedule
Name:
THE RUDOLPH J & DAPHNE A MUNZER
 
FOUNDATION
EIN:
33-0686779
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE SUPPLIES 19,697 0 0 15,763
BOARD MEETING EXPENSES 51,592 0 0 49,131
DUES & SUBSCRIPTIONS 11,765 0 0 11,706
INSURANCE 5,872 0 0 2,935
TELEPHONE 2,767 0 0 2,628
MISCELLANEOUS 10,931 0 0 10,635
WEBSITE 810 0 0 408
SOFTWARE 480 0 0 242
CA ATTORNEY GENERAL FILING FEE 200 0 0 200


TY 2023 OtherIncomeSchedule2
Name:
THE RUDOLPH J & DAPHNE A MUNZER
 
FOUNDATION
EIN:
33-0686779
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME FROM K-1S 0 -63,155  
MISCELLANEOUS INCOME 1,548 1,548  


TY 2023 OtherIncreasesSchedule
Name:
THE RUDOLPH J & DAPHNE A MUNZER
 
FOUNDATION
EIN:
33-0686779
Description Amount
UNREALIZED GAIN 11,605,872


TY 2023 OtherLiabilitiesSchedule
Name:
THE RUDOLPH J & DAPHNE A MUNZER
 
FOUNDATION
EIN:
33-0686779
Description Beginning of Year - Book Value End of Year - Book Value
LEASE LIABILITIES 0 80,482


TY 2023 OtherProfessionalFeesSchedule
Name:
THE RUDOLPH J & DAPHNE A MUNZER
 
FOUNDATION
EIN:
33-0686779
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 492,197 492,197 0 0
CONSULTING FEES 40,000 0 0 20,130


TY 2023 TaxesSchedule
Name:
THE RUDOLPH J & DAPHNE A MUNZER
 
FOUNDATION
EIN:
33-0686779
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 44,342 0 0 0
FOREIGN TAXES 0 155,520 0 0