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

20-0677535
B Telephone number (see instructions)

(800) 839-1754
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$100,490,494J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 321,141 321,141  
4 Dividends and interest from securities... 2,369,054 2,369,054  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 448,645
b Gross sales price for all assets on line 6a 29,946,003
7 Capital gain net income (from Part IV, line 2)... 450,213
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
563,960 520,067  
12 Total. Add lines 1 through 11........ 3,702,800 3,660,475  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 180,000     180,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 12,827     12,827
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
160,803 160,803    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
77,108 620    
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
947   0
20 Occupancy..............        
21 Travel, conferences, and meetings....... 16,386     16,386
22 Printing and publications.......... 3,385     3,385
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
229,664 66,760   115,421
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 681,120 228,183 0 328,019
25 Contributions, gifts, grants paid....... 4,694,550 4,694,550
26 Total expenses and disbursements. Add lines 24 and 25 5,375,670 228,183 0 5,022,569
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,672,870
b Net investment income (if negative, enter -0-) 3,432,292
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 10,374,012 6,909,582 6,909,582
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 55,077,069 Click to see attachment
List of Attached Documents:
// Content
52,555,659 		71,668,430
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).......... 11,591,475 Click to see attachment
List of Attached Documents:
// Content
15,905,392 		21,912,480
14 Land, buildings, and equipment: basis right arrow4,737
Less: accumulated depreciation (attach schedule) right arrow4,735 949 Click to see attachment
List of Attached Documents:
// Content
2 		2
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 77,043,505 75,370,635 100,490,494
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 77,043,505 75,370,635
29 Total net assets or fund balances (see instructions)..... 77,043,505 75,370,635
30 Total liabilities and net assets/fund balances (see instructions). 77,043,505 75,370,635
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
77,043,505
2
Enter amount from Part I, line 27a .....................
2
-1,672,870
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
75,370,635
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
75,370,635
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 Passthrough K1 Capital Gain/(Loss)      
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 29,946,003   29,495,829 450,174
b       39
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       450,174
b        
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 450,213
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 47,709
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 47,709
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 47,709
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 40,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 4,100
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 44,100
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 69
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 3,678
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 arrowCT
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow55 WALLS DRIVE FL 3FairfieldCT ZIP+4right arrow06824
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)
 
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
Laura Weintraub Beck Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Charles Better Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
David Better Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
James Better Dir, Treas
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Nancy M Better Executive Dir, Sec
40.0 		180,000 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Sarah Better Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Sylvia Marx Dir, Pres
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
 
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
JP Morgan Chase Investment Mgmt 160,803
270 PARK AVENUE
NEW YORK,NY10017
Foundation Source Administrative 102,923
55 Walls Drive 3rd Fl
Fairfield,CT06824
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
69,698,368
b
Average of monthly cash balances.......................
1b
8,018,729
c
Fair market value of all other assets (see instructions)................
1c
21,917,345
d
Total (add lines 1a, b, and c).........................
1d
99,634,442
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
99,634,442
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,494,517
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
98,139,925
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,906,996
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
4,906,996
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
47,709
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
47,709
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,859,287
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
4,859,287
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
4,859,287
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
5,022,569
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
5,022,569
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 4,859,287
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 1,717,065
b Total for prior years:2021, 2020, 2019  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 5,022,569
a Applied to 2022, but not more than line 2a 1,717,065
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 3,305,504
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		1,553,783
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

1898 FOUNDATION INC

233 ANDERSON HILL RD PO BOX 2448
PURCHASE,NY10577 		N/A PC scholarship fund and financial assistance to community 2,500

ABILIS INC

50 GLENVILLE ST
GREENWICH,CT06831 		N/A PC General Operating Support of Abilis Programs 5,000

ADOPT A DOG INC

PO BOX 11135
GREENWICH,CT06831 		N/A PC General & Unrestricted 5,000

ALBERT EINSTEIN COLLEGE OF MEDICINE

1300 MORRIS PARK AVE
BRONX,NY10461 		N/A PC Einstein Aging Study Research Program 250,000

ALLIANCE FOR CANCER GENE THERAPY INC

96 CUMMINGS POINT RD
STAMFORD,CT06902 		N/A PC General & Unrestricted 5,000

ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI

225 N MICHIGAN AVE 17TH FL
CHICAGO,IL60601 		N/A PC Dementia Care Coordination Program in New England 75,000

AMERICAN ASSOCIATION FOR CANCER RESEARCH

615 CHESTNUT ST FL 17
PHILADELPHIA,PA19106 		N/A PC Ovarian Cancer Research Fund 1,000

AMERICAN FRIENDS OF MAGEN DAVID ADOM

20 W 36TH ST SUITE 1100
NEW YORK,NY10018 		N/A PC Emergency Funds for Israel War 5,000

AMERICAN FRIENDS OF THE HEBREW UNIVERSITY INC

199 WATER ST 11TH FL
NEW YORK,NY10038 		N/A PC Institute of Environmental Sciences Scholarship fund 100,000

ANDROSCOGGIN ALUMNI ASSOCIATION INC

601 W ST
HARRISON,NY10528 		N/A PC Summer Camp Scholarship fund 5,000

ANTI-DEFAMATION LEAGUE - SOUTHWEST REGION

4635 SW FREEWAY
HOUSTON,TX77027 		N/A PC Programs to Combat Antisemitism in the U.S. 15,000

AURELIA FOUNDATION

PO BOX 82
PACIFIC PALISADES,CA90272 		N/A PC Creative Steps Day Program Arts Fund 30,000

BIRTHRIGHT ISRAEL FOUNDATION

PO BOX 21615
NEW YORK,NY10087 		N/A PC Birthright Israel Fellows professional development program 60,000

Boys and Girls Club of Greenwich

4 HORSENECK LN
Greenwich,CT06830 		N/A PC Strategic and Governance Consulting 15,000

Boys and Girls Club of Greenwich

4 HORSENECK LN
Greenwich,CT06830 		N/A PC Art & STEAM Lab fund 100,000

Boys and Girls Club of Greenwich

4 HORSENECK LN
Greenwich,CT06830 		N/A PC 2023 Youth of the Year event fund 2,000

BREAST CANCER ALLIANCE INC

48 MAPLE AVE
GREENWICH,CT06830 		N/A PC Breast Cancer Research fund 5,000

BREAST CANCER RESEARCH FOUNDATION INC

28 W 44TH ST STE 609
NEW YORK,NY10036 		N/A PC General & Unrestricted 1,000

BRUCE MUSEUM INC

1 MUSEUM DR
GREENWICH,CT06830 		N/A PC new Woodshop/Exhibition Design Space fund 50,000

BRUNSWICK SCHOOL INC

100 MAHER AVE
GREENWICH,CT06830 		N/A PC Brunswick Alumni Development Council fund 2,000

CAGV-EDUCATION FUND INC

PO BOX 123
RIDGEFIELD,CT06877 		N/A PC Educational Programs to Combat Gun Violence 10,000

CAMPHILL VILLAGE U S A INC

84 CAMPHILL VILLAGE RD
COPAKE,NY12516 		N/A PC Healing Plant Garden Workspace Building Project 100,000

CARAMOOR CENTER FOR MUSIC & THE ARTS INC

149 GIRDLE RIDGE RD
KATONAH,NY10536 		N/A PC Music Education Programs 3,000

CHILD GUIDANCE CENTER OF SOUTHERN CT INC

103 W BROAD ST
STAMFORD,CT06902 		N/A PC Outdoor Treatment and Family Respite Area 125,000

CHILDRENS LEARNING CENTERS OF FAIRFIELD COUNTY INC

64 PALMERS HILL RD
STAMFORD,CT06902 		N/A PC Social & Emotional Learning and Family Engagement Initiatives 75,000

CHROMOSOME 18 REGISTRY AND RESEARCH SOCIETY

7155 OAKRIDGE
SAN ANTONIO,TX78229 		N/A PC Scientific Research fund 5,000

CITY HARVEST INC

150 52ND ST
BROOKLYN,NY11232 		N/A PC anti-hunger programs 3,000

COFFEE FOR GOOD INC

48 MAPLE AVE
GREENWICH,CT06830 		N/A PC workforce development program 2,000

COLGATE UNIVERSITY

13 OAK DR
HAMILTON,NY13346 		N/A PC Colgate Annual Fund 2,500

COMMUNITY MINDFULNESS PROJECT INCORPORATED

77 GOLF LN
RIDGEFIELD,CT06877 		N/A PC Expansion of CMP Programs 10,000

CONNECTICUT COLLEGE

270 MOHEGAN AVE
NEW LONDON,CT06320 		N/A PC Alumni Fund 1,000

CONNECTICUT NEWS PROJECT INC

1049 ASYLUM AVE
HARTFORD,CT06105 		N/A PC local share of Report for America reporting interns 25,000

CYSTIC FIBROSIS FOUNDATION

4550 MONTGOMERY AVE STE 1100 N
BETHESDA,MD20814 		N/A PC Compass program for patient care assistance 50,000

FAIR HAVEN COMMUNITY HEALTH CLINIC INC

374 GRAND AVE
NEW HAVEN,CT06513 		N/A PC Fair Haven Community Health Care facility support fund 50,000

FAMILY CENTERS INC

40 ARCH ST
GREENWICH,CT06830 		N/A PC childcare and literacy programs 10,000

FAMILY LEGAL CARE INC

55 BROADWAY STE 2002
NEW YORK,NY10006 		N/A PC General & Unrestricted 2,000

FERNWOOD COVE FOUNDATION

350 ISLAND POND RD
HARRISON,ME04040 		N/A PC camper scholarship fund 1,000

FIGURE SKATING IN HARLEM INC

361 WEST 125TH ST 4TH FLOOR
NEW YORK,NY10027 		N/A PC General & Unrestricted 1,000

FILLING IN THE BLANKS INC

346 MAIN AVE STE 3A
NORWALK,CT06851 		N/A PC anti-hunger programs 2,500

FRIENDS OF THE ISRAEL DEFENSE FORCES

PO BOX 4224
NEW YORK,NY10163 		N/A PC Support for IDF troops and their families 5,000

FRIENDS OF THE ISRAEL DEFENSE FORCES

PO BOX 4224
NEW YORK,NY10163 		N/A PC support for FIDF soldiers 10,000

FSHD SOCIETY

75 NORTH MAIN ST 1073
RANDOLPH,MA02368 		N/A PC clinical research fund 5,000

GATHER NEW HAVEN

470 JAMES ST 007
NEW HAVEN,CT06513 		N/A PC urban farm-based wellness program 10,000

GIGIS PLAYHOUSE INC

1069 W GOLF RD
HOFFMAN ESTATES,IL60169 		N/A PC General & Unrestricted 2,500

GRAD BAG INC

PO BOX 605
SCARSDALE,NY10583 		N/A PC student support programs 2,500

GRASSROOT SOCCER INC

PO BOX 632
HANOVER,NH03755 		N/A PC General & Unrestricted 2,500

GREENWICH ACADEMY INC

200 N MAPLE AVE
GREENWICH,CT06830 		N/A PC STEM Faculty Professional Development Fund 100,000

GREENWICH EMERGENCY MEDICAL SERVICE INCORPORATED

1111 E PUTNAM AVE
RIVERSIDE,CT06878 		N/A PC General and Unrestricted 5,000

GREENWICH HISTORICAL SOCIETY INC

47 STRICKLAND RD
COS COB,CT06807 		N/A PC Annual Fund 1,000

GREENWICH HOSPITAL

5 PERRYRIDGE RD
GREENWICH,CT06830 		N/A PC community wellness programs 30,000

GREENWICH LIBRARY

101 W PUTNAM AVE
GREENWICH,CT06830 		N/A PC Annual Fund 5,000

GREENWICH SYMPHONY ORCHESTRA INC

PO BOX 35
GREENWICH,CT06836 		N/A PC Greenwich performances and educational programs 5,000

HAND IN HAND AMERICAN FRIENDS OF CNTR FOR JEWISH-A

PO BOX 80102
PORTLAND,OR97280 		N/A PC Community Programming Initiative 12,500

HARLEM ACADEMY

655 ST NICHOLAS AVE
NEW YORK,NY10030 		N/A PC Teaching partnership with Harlem School of the Arts and Scholarship Fund 20,000

HARLEM ACADEMY

655 ST NICHOLAS AVE
NEW YORK,NY10030 		N/A PC New School Facility fund 100,000

HARLEM LACROSSE AND LEADERSHIP CORPORATION

8 W 126TH ST 3RD FL
NEW YORK,NY10027 		N/A PC student education programs 3,500

HARVARD BUSINESS SCHOOL

PO BOX 412275
BOSTON,MA02241 		N/A PC Annual Fund 5,000

HOSPITAL FOR SPECIAL SURGERY FUND INC

535 E 70TH ST
NEW YORK,NY10021 		N/A PC Musculoskeletal Research fund under the direction of Dr. Ugur Ayturk, PhD 200,000

IMPACT 100 FAIRFIELD COUNTY

PO BOX 7666
GREENWICH,CT06836 		N/A PC 2023-2024 Funding Cycle 3,000

ISRAEL LACROSSE ASSOCIATION INC

16 W 22ND ST
NEW YORK,NY10010 		N/A PC Israel Lacrosse Program 10,000

JEWISH BOARD OF FAMILY & CHILDRENS SERVICES INC

135 WEST 50TH ST 6TH FLOOR
NEW YORK,NY10020 		N/A PC Social Work Residency program 250,000

JEWISH FAMILY SERVICES OF GREENWICH INC

67 HOLLY HILL LN
GREENWICH,CT06830 		N/A PC Supermarket Shopping for Seniors Program 5,000

JOSEPH SLIFKA CENTER FOR JEWISH LIFE AT YALE

80 WALL ST
NEW HAVEN,CT06511 		N/A PC General Operating Support 10,000

JUILLIARD SCHOOL

60 LINCOLN CENTER PLZ
NEW YORK,NY10023 		N/A PC Annual Fund 5,000

LAKE WARAMAUG TASK FORCE INC

19 SACKETT HILL RD
WARREN,CT06754 		N/A PC General & Unrestricted 10,000

LARCHMONT TEMPLE INC

75 LARCHMONT AVE
LARCHMONT,NY10538 		N/A PC General support for synagogue programs 2,000

LEO BAECK INSTITUTE INC

15 W 16TH ST
NEW YORK,NY10011 		N/A PC General & Unrestricted 1,800

LETS GET READY INC

82 NASSAU ST 61819
NEW YORK,NY10038 		N/A PC expansion of College Access and Success Program 150,000

LEUKEMIA & LYMPHOMA SOCIETY INC

PO BOX 22443
NEW YORK,NY10087 		N/A PC General Operating Support 3,000

LEUKEMIA & LYMPHOMA SOCIETY INC

PO BOX 22443
NEW YORK,NY10087 		N/A PC Leukemia & Lymphoma reseach programs 3,000

LIBERATION PROGRAMS INC

339 W AVE
BRIDGEPORT,CT06604 		N/A PC General Operating Support 3,000

LINCOLN CENTER FOR THE PERFORMING ARTS INC

PO BOX 22349
NEW YORK,NY10087 		N/A PC General & Unrestricted 6,000

LYMAN ALLYN ART MUSEUM INC

625 WILLIAMS ST
NEW LONDON,CT06320 		N/A PC General & Unrestricted 1,000

MARLBORO SCHOOL OF MUSIC INC

1528 WALNUT ST STE 301
PHILADELPHIA,PA19102 		N/A PC Musicians from Marlboro Public Concert Series at Greenwich Library 24,000

MEETING STREET SCHOOLS

200 MEETING ST SUITE 206
CHARLESTON,SC29401 		N/A PC MSA Charleston's Outdoor Excursions and Expeditions fund 1,000

MERRITT PARKWAY CONSERVANCY INC

PO BOX 17072
STAMFORD,CT06907 		N/A PC General & Unrestricted 1,000

METROPOLITAN OPERA GUILD INC

30 LINCOLN CENTER
NEW YORK,NY10023 		N/A SO I General Operating Support 25,000

MIANUS RIVER GORGE INC

167 MIANUS RIVER RD
BEDFORD,NY10506 		N/A PC conservation of Mianus River Gorge property program 5,000

MORYS PRESERVATION INC

306 YORK ST
NEW HAVEN,CT06511 		N/A PC General & Unrestricted 1,000

MOUNT SINAI SCHOOL OF MEDICINE OF NEW YORK UNIVERS

ONE GUSTAVE L LEVY PL BOX 1191
NEW YORK,NY10029 		N/A PC palliative care programs 5,000

NATIONAL MULTIPLE SCLEROSIS SOCIETY

733 THIRD AVE
NEW YORK,NY10017 		N/A PC General & Unrestricted 3,000

NEADS INC

PO BOX 1100
PRINCETON,MA01541 		N/A PC training of service dogs 5,000

NEW YORK HISTORICAL SOCIETY

170 CENTRAL PARK W
NEW YORK,NY10024 		N/A PC General & Unrestricted 5,000

NEW YORK THEATRE WORKSHOP INC

79 E 4TH ST
NEW YORK,NY10003 		N/A PC Annual Fund 1,000

NEW YORK UNIVERSITY

ONE PARK AVE 5TH FL
NEW YORK,NY10016 		N/A PC dermatology research fund 5,000

OLD ROAD FUND INC

47 BEECHCROFT RD
GREENWICH,CT06830 		N/A PC Educational Programs 5,000

PANCREATIC CANCER ACTION NETWORK INC

1500 ROSECRANS AVE STE 200
MANHATTAN BCH,CA90266 		N/A PC General & Unrestricted 5,000

PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND INC

345 WHITNEY AVE
NEW HAVEN,CT06511 		N/A PC General & Unrestricted 5,000

PRESIDENT AND FELLOWS OF HARVARD COLLEGE

PO BOX 419209
BOSTON,MA02241 		N/A PC Annual Fund 1,000

PRESIDENT AND FELLOWS OF HARVARD COLLEGE

PO BOX 419209
BOSTON,MA02241 		N/A PC Shorenstein Center Director's Initiative Fund 5,000

PURCHASE COLLEGE FOUNDATION

735 ANDERSON HILL RD
PURCHASE,NY10577 		N/A PC Annual Fund 1,000

PUTNAM-INDIAN FIELD SCHOOL INC

101 INDIAN FIELD RD
GREENWICH,CT06830 		N/A PC Annual Fund 1,000

READING TEAM INC

40 W 135TH ST
NEW YORK,NY10037 		N/A PC Literacy support programs for K-5 students 10,000

ROYAL FAMILY PRODUCTIONS INC

145 W 46TH ST 3
NEW YORK,NY10036 		N/A PC theatrical productions and programs 2,500

SEEDS OF PEACE INC

PO BOX 70372
NEWARK,NJ07101 		N/A PC youth educational programs 5,000

SHAKESPEARE ON THE SOUND INC

33 HIGHLAND AVE
ROWAYTON,CT06853 		N/A PC Community Education Outreach Program 15,000

SHARP AGAIN NATURALLY INC

PO BOX 713
LARCHMONT,NY10538 		N/A PC General & Unrestricted 1,000

SHARP AGAIN NATURALLY INC

PO BOX 713
LARCHMONT,NY10538 		N/A PC Stay Sharp Coaching Program to Prevent Dementia 15,000

SHATTERPROOF A NONPROFIT CORP

101 MERRITT 7 CORPORATE PARK 1ST FL
NORWALK,CT06851 		N/A PC Stigma Reduction Initiative 10,000

SOUTHERN POVERTY LAW CENTER INC

400 WASHINGTON AVE
MONTGOMERY,AL36104 		N/A PC anti-racism programs 2,500

SQUASH HAVEN INC

33 DIXWELL AVE PMB 226
NEW HAVEN,CT06511 		N/A PC education and sports programming 10,000

STAMFORD CENTER FOR THE ARTS INC

61 ATLANTIC ST
STAMFORD,CT06901 		N/A PC arts programming and educational outreach 7,500

STANFORD UNIVERSITY - GSB

655 KNIGHT WAY
STANFORD,CA94305 		N/A PC BOLD Fellows Fund for Student Support 250,000

SUMMER CAMP INC

8 CHURCH ST
BRIDGTON,ME04009 		N/A PC camper scholarship Fund 5,000

TAFT SCHOOL CORPORATION

110 WOODBURY RD
WATERTOWN,CT06795 		N/A PC Financial Aid Endowment fund 50,000

TAFT SCHOOL CORPORATION

110 WOODBURY RD
WATERTOWN,CT06795 		N/A PC Annual Fund 1,000

TEMPLE SHOLOM INC

300 E PUTNAM AVE
GREENWICH,CT06830 		N/A PC Strategic Coaching Initiative 11,250

TEMPLE SHOLOM INC

300 E PUTNAM AVE
GREENWICH,CT06830 		N/A PC Kol Nidre Fund 10,000

THAMES VALLEY MUSIC SCHOOL

270 MOHEGAN AVECUMMINGS ART 216
NEW LONDON,CT06320 		N/A PC music education programs 3,000

THE ASPEN INSTITUTE INC

2300 N ST NW STE 700
WASHINGTON,DC20037 		N/A PC Annual Fund 1,000

THE CARNEGIE HALL CORPORATION

881 7TH AVENUE
NEW YORK,NY10019 		N/A PC General & Unrestricted 25,000

THE CENTER FOR INDIVIDUALS WITH PHYSICAL CHALLENGE

815 S UTICA AVE
TULSA,OK74104 		N/A PC General & Unrestricted 1,000

THE GREENWICH LAND TRUST INC

370 ROUND HILL RD
GREENWICH,CT06831 		N/A PC land conservation fund 5,000

THE METROPOLITAN MUSEUM OF ART

1000 FIFTH AVE
NEW YORK,NY10028 		N/A PC the American Wing fund 5,000

THE MORGAN LIBRARY & MUSEUM

225 MADISON AVE
NEW YORK,NY10016 		N/A PC Annual Fund 12,500

THE MULTIPLE MYELOMA RESEARCH FOUNDATION INC

383 MAIN AVE 5TH FL
NORWALK,CT06851 		N/A PC CureCloud Precision Medicine Research Program 75,000

THE NEW YORK PUBLIC LIBRARY ASTOR LENOX AND TILDEN

270 MADISON AVE 12TH FL
NEW YORK,NY10016 		N/A PC Annual Fund 1,000

THE TREVOR PROJECT INC

PO BOX 69232
WEST HOLLYWOOD,CA90069 		N/A PC youth programs 3,500

TRINITY COLLEGE

300 SUMMIT ST
HARTFORD,CT06106 		N/A PC Annual Fund 10,000

TRUSTEES OF COLUMBIA UNIVERSITY

PO BOX 1523
NEW YORK,NY10008 		N/A PC Weinberg Family Cerebal Palsy Center 3,000

UJA FEDERATION OF GREENWICH

1 HOLLY HILL LN
GREENWICH,CT06830 		N/A PC Israel Emergency Fund 10,000

UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTH

PO BOX 4227
NEW YORK,NY10261 		N/A PC Alan G. Greenberg Young Leadership Award fund 1,000

WARREN LAND TRUST INC

50 CEMETERY RD
WARREN,CT06754 		N/A PC land conservation fund 1,000

WASHINGTON INSTITUTE FOR NEAR EAST POLICY

1111 19TH ST NW STE 500
WASHINGTON,DC20036 		N/A PC research and policy support fund 15,000

WATERSIDE SCHOOL INC

770 PACIFIC ST
STAMFORD,CT06902 		N/A PC Charitable Event 2,500

WEITZMAN NATIONAL MUSEUM OF AMERICAN JEWISH HISTOR

101 S INDEPENDENCE MALL E
PHILADELPHIA,PA19106 		N/A PC Annual Fund 1,000

WESTCHESTER JEWISH CENTER

175 ROCKLAND AVE
MAMARONECK,NY10543 		N/A PC Rabbi's Discretionary Fund 1,000

WHOLESOME WAVE INC

PO BOX 3968
BRIDGEPORT,CT06605 		N/A PC Fruit and Vegetable Prescription Program 3,500

WILLIAMS COLLEGE

75 PARK ST
WILLIAMSTOWN,MA01267 		N/A PC Annual Fund 1,000

WILLIAMS COLLEGE

75 PARK ST
WILLIAMSTOWN,MA01267 		N/A PC Tutorial Endowment fund 150,000

YALE UNIVERSITY

PO BOX 2038
NEW HAVEN,CT06521 		N/A PC Robert Blocker Scholarship Fund to provide financial aid to students within the Yale School of Music 125,000

YALE UNIVERSITY

PO BOX 2038
NEW HAVEN,CT06521 		N/A PC Yale Parents Annual Fund 5,000

YALE UNIVERSITY

PO BOX 7611
NEW HAVEN,CT06519 		N/A PC Cancer Research fund 10,000

YALE UNIVERSITY

PO BOX 2038
NEW HAVEN,CT06521 		N/A PC Data Science Library fund 1,500,000

YALE UNIVERSITY

PO BOX 2038
NEW HAVEN,CT06521 		N/A PC Yale Lacrosse Association 10,000

YALE UNIVERSITY ART GALLERY

PO BOX 208271
NEW HAVEN,CT06520 		N/A PC exhibitions and education programs 5,000
Total .................................right arrow 3a 4,694,550
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 321,141  
4 Dividends and interest from securities ....     14 2,369,054  
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 ............ 		525990 -1,568 18 450,213  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aK-1 Inc/Loss 		525990 43,893 14 512,908  
bCLASS ACTION LAWSUIT PROCEEDS     01 95  
cCLOSING INTEREST INC - RMWC     14 653  
dINT INCOME - PFICS     14 6,411  
e
12 Subtotal. Add columns (b), (d), and (e) .. 42,325 3,660,475  
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,702,800
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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Form 990-PF (2023)
Additional Data


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TY 2023 DepreciationSchedule
Name:
S & L Marx Foundation
EIN:
20-0677535
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
COMPUTER - MARX 2019-06-01 4,737 3,788 SL 5 947   0  

TY 2023 GeneralExplanationAttachment
Name:
S & L Marx Foundation
EIN:
20-0677535
Identifier Return Reference Explanation
FORM 926 FORM 926 The Foundation has prepared forms 926 to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information.
PART I LINE 6A PART I LINE 6A (990-PF) RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $450,213 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $(1,568) TOTAL PART I, LINE 6A: $448,645 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $29,946,003 BOOK BASIS: $29,495,829 NET GAIN/(LOSS): $450,174 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $39

TY 2023 InvestmentsCorpStockSchedule
Name:
S & L Marx Foundation
EIN:
20-0677535
Name of Stock End of Year Book Value End of Year Fair Market Value
APPLE INC 395,681 3,581,058
BERKSHIRE HATHAWAY INC DEL CL 219,968 1,627,875
BERKSHIRE HATHAWAY INC. CLASS 510,677 1,426,640
BLACKROCK HIGH YIELD BOND PORT 1,249,851 1,151,037
COHEN & STEERS REAL ESTATE SEC 2,228,676 1,770,846
DODGE & COX INCOME FUND 1,242,211 1,282,965
EDGEWOOD GROWTH FUND INSTI 1,134,197 1,148,154
FIDELITY 500 INDEX FUND 12,929,409 21,065,602
FS KKR CAPITAL CORP 2,525,858 2,560,713
GOLDMAN SACHS BDC INC 5,126,528 5,150,178
INVESCO QQQ TRUST 2,121,467 2,813,812
INVESCO S&P 500 EQUAL WEIGHT E 1,823,261 1,893,127
ISHARES NASDAQ BIOTECHNOLOGY 492,281 490,690
ISHARES TR S & P MIDCAP 400 IN 2,479,314 2,633,202
ISHARESLEHMAN 7-10YR 1,026,104 1,010,167
JPMORGAN MANAGED INCOME FUND I 671,588 670,249
MARKET VECTORS - GOLD MINERS E 444,474 418,666
MICROSOFT CORP 400,938 3,760,400
OIL SVC HLDRS TR 654,947 970,345
OWL ROCK CAPITAL ORD SHS 2,522,488 2,748,504
PARNASSUS EQUITY INCOME FUND I 2,739,453 3,805,646
PIMCO TOTAL RETURN FUND 1,210,224 1,215,516
SCHWAB US TIPS 489,766 417,391
SELECT SECTOR SPDR-HEALTH CARE 1,021,810 1,249,923
SL GREEN RLTY CORP PFD SER I - 87,824 84,360
VANGUARD TOTAL BOND MARKET IND 6,806,664 6,721,364

TY 2023 InvestmentsOtherSchedule2
Name:
S & L Marx Foundation
EIN:
20-0677535
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
17 WEST ORANGE REALTY CO     613,017
26 EAST REALTY CORPORATION     955,500
ARGIN REALTY CO., INC     777,312
CLAYTON, DUBILIER & RICE FUND   2,459,339 2,565,996
CRP VIII (CARLYLE) PRVT INV OF   306,725 530,350
DARB REALTY CORPORATION     56,011
ELMONT JOINT VENTURE   8,204 15,042
FORT LEE JOINT VENTURE   5,364 5,594
GENERAL ATLANTIC INV PRTNRS SC   2,435,340 1,877,955
ITHACA JOINT VENTURE   6,576 15,656
KESMAR REALTY CO., INC     277,336
KINNEY HYBLA JOINT VENTURE   3,065 44,100
KOHLBERG PARTNERS IX, LP   4,136,734 6,835,909
KOHLBERG PARTNERS X, LP      
MADISON SYNDICATE   851 2,608
MANASSAS JOINT VENTURE   6,339 24,754
MELCO HYBLA JOINT VENTURE   9,974 34,259
MONTCAN REALTY CO., INC     114,667
NEWBURY STREET PARTNERS   21,154 36,462
PETERS LAND SYNDICATE   18,968 28,436
RMWC DIRECT LENDING OPPORTUNIT   4,128,301 4,155,037
SEAFORD JOINT VENTURE   2,461 13,411
SLP VI PRIVATE INVESTORS OFFSH   2,351,713 2,908,131
STATE COLLEGE JOINT VENTURE   4,284 24,937

TY 2023 LandEtcSchedule2
Name:
S & L Marx Foundation
EIN:
20-0677535
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
COMPUTER - MARX 4,737 4,735 2 2


TY 2023 OtherExpensesSchedule
Name:
S & L Marx Foundation
EIN:
20-0677535
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 102,923     102,923
Cell Phone Expense 6,742     6,742
Computers/Electronic Devices 1,387     1,387
Digital Subscriptions 266     266
Foundation Dues & Memberships 815     815
K-1 Exp KOHLBERG PARTNERS IX, 47,980 604    
K-1 Exp KOHLBERG PARTNERS X, L 107      
K-1 Exp RMWC DIRECT LENDING OP 66,156 66,156    
Office Supplies 56     56
Payroll Processing Fees 1,989     1,989
Postage/Delivery Service 1,193     1,193
State or Local Filing Fees 50     50


TY 2023 OtherIncomeSchedule2
Name:
S & L Marx Foundation
EIN:
20-0677535
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 Inc/Loss ELMONT JOINT VENTURE 2,691 2,691  
K-1 Inc/Loss FORT LEE JOINT VENTURE 803 803  
K-1 Inc/Loss ITHACA JOINT VENTURE 763 763  
K-1 Inc/Loss KINNEY HYBLA JOINT VENTURE -501 -501  
K-1 Inc/Loss KOHLBERG PARTNERS IX, LP 50,736 6,843  
K-1 Inc/Loss KOHLBERG PARTNERS X, LP 107 107  
K-1 Inc/Loss MADISON SYNDICATE 466 466  
K-1 Inc/Loss MANASSAS JOINT VENTURE 3,117 3,117  
K-1 Inc/Loss MELCO HYBLA JOINT VENTURE 3,532 3,532  
K-1 Inc/Loss NEWBURY STREET PARTNERS 6,440 6,440  
K-1 Inc/Loss PETERS LAND SYNDICATE 3,710 3,710  
K-1 Inc/Loss RMWC DIRECT LENDING OPPORTUNITIES FU 482,804 482,804  
K-1 Inc/Loss SEAFORD JOINT VENTURE 1,261 1,261  
K-1 Inc/Loss STATE COLLEGE JOINT VENTURE 872 872  
Class Action Lawsuit Proceeds 95 95  
CLOSING INTEREST INC - RMWC 653 653  
INT INCOME - PFICS 6,411 6,411  


TY 2023 OtherProfessionalFeesSchedule
Name:
S & L Marx Foundation
EIN:
20-0677535
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 160,803 160,803    


TY 2023 TaxesSchedule
Name:
S & L Marx Foundation
EIN:
20-0677535
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2023 40,000      
990-PF Excise Tax for 2022 3,014      
990-PF Extension for 2022 29,100      
990-T Extension for 2022 3,000      
Foreign Tax Paid 620 620    
STATE INCOME TAX 2022 1,374