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
FOCUS FOR HEALTH INC
 
Number and street (or P.O. box number if mail is not delivered to street address)67 MOUNTAIN BLVD 201
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WARREN, NJ07059
A Employer identification number

27-3400299
B Telephone number (see instructions)

(908) 279-7881
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$27,474,379J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,237,667 1,160,582  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -219,584
b Gross sales price for all assets on line 6a 32,017,041
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,018,083 1,160,582  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 409,342 0   409,342
15 Pension plans, employee benefits....... 84,017 0   84,017
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
66 0   66
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
11,250 0   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
3,158 0   3,158
17 Interest............... 215,468 2,206   213,262
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
71,772 2,929   28,843
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
726,619 118,765   607,854
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,521,692 123,900   1,346,542
25 Contributions, gifts, grants paid....... 3,326,381 3,326,381
26 Total expenses and disbursements. Add lines 24 and 25 4,848,073 123,900   4,672,923
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,829,990
b Net investment income (if negative, enter -0-) 1,036,682
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............. 633,893 2,050,937 2,050,937
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow10,933
Less: allowance for doubtful accounts right arrow   14,088 10,933 10,933
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)....... 23,604,872 Click to see attachment
List of Attached Documents:
// Content
16,471,377 		21,022,351
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).......... 1,001,147 Click to see attachment
List of Attached Documents:
// Content
4,387,488 		4,387,488
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,670 		Click to see attachment
List of Attached Documents:
// Content
2,670 		Click to see attachment
List of Attached Documents:
// Content
2,670
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 25,256,670 22,923,405 27,474,379
Liabilities 17 Accounts payable and accrued expenses.......... 7,500 258
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) Click to see attachment
List of Attached Documents:
// Content
3,404,622 		Click to see attachment
List of Attached Documents:
// Content
4,151,762
23 Total liabilities (add lines 17 through 22)......... 3,412,122 4,152,020
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 21,844,548 18,771,385
29 Total net assets or fund balances (see instructions)..... 21,844,548 18,771,385
30 Total liabilities and net assets/fund balances (see instructions). 25,256,670 22,923,405
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
21,844,548
2
Enter amount from Part I, line 27a .....................
2
-3,829,990
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
756,827
4
Add lines 1, 2, and 3 ..........................
4
18,771,385
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
18,771,385
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 TD AMERITRADE - 2000   2023-01-01 2023-12-31
b TD AMERITRADE - 2000   2022-01-01 2023-01-01
c TD AMERITRADE - 2000   2023-01-01 2023-12-31
d UBS - 1491   2023-01-01 2023-12-31
e UBS - 1491   2022-01-01 2023-01-01
UBS - 5177   2022-01-01 2023-01-01
UBS - 8297   2023-01-01 2023-12-31
UBS - 8297   2022-01-01 2023-01-01
UBS - 8373   2023-01-01 2023-12-31
UBS - 8373   2022-01-01 2023-01-01
UBS - 8455   2023-01-01 2023-12-31
UBS - 9687   2023-01-01 2023-12-31
UBS - 9687   2022-01-01 2023-01-01
UBS - 9814   2023-01-01 2023-12-31
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 5,358,747   5,247,602 111,145
b 234,617   242,444 -7,827
c 116,217     116,217
d 1,192,925   1,476,643 -283,718
e 223,643   295,430 -71,787
377,872   322,408 55,464
2,824,995   2,876,401 -51,406
1,213,000   1,229,089 -16,089
3,113,233   3,195,629 -82,396
155,684   170,547 -14,863
12,634,744   12,600,000 34,744
2,332,605   2,492,782 -160,177
1,234,577   1,101,165 133,412
1,004,182   986,485 17,697
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       111,145
b       -7,827
c       116,217
d       -283,718
e       -71,787
      55,464
      -51,406
      -16,089
      -82,396
      -14,863
      34,744
      -160,177
      133,412
      17,697
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 -219,584
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 14,410
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 14,410
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 14,410
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 80,446
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 80,446
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 66,036
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow66,036 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
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
 
No
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 arrowNJ
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
 
No
Website addressright arrowWWW.FOCUSFORHEALTH.ORG
14
The books are in care ofright arrowBARRY SEGAL Telephone no.right arrow (908) 279-7881

Located atright arrow67 MOUNTAIN BLVD STE 201WARRENNJ ZIP+4right arrow07059
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
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
MARTIN SEGAL VICE PRESIDENT
3.00 		0 0 0
67 MOUNTAIN BLVD 201
WARREN,NJ07059
BARRY SEGAL PRESIDENT
5.00 		0 0 0
67 MOUNTAIN BLVD 201
WARREN,NJ07059
SUSAN DAVIS TRUSTEE
0.50 		0 0 0
67 MOUNTAIN BLVD 201
WARREN,NJ07059
SHARON HARRISON TRUSTEE
0.50 		0 0 0
67 MOUNTAIN BLVD 201
WARREN,NJ07059
RICHARD SEGAL TRUSTEE
0.50 		0 0 0
67 MOUNTAIN BLVD 201
WARREN,NJ07059
MACDELLA COOPER TRUSTEE
0.50 		0 0 0
67 MOUNTAIN BLVD 201
WARREN,NJ07059
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
JENNIFER SHORE EXECUTIVE DIRECTOR
40.00 		228,166 0 0
67 MOUNTAIN BLVD
WARREN,NJ07059
KIAYA I CONOVER ASSOCIATE
40.00 		81,553 0 0
67 MOUNTAIN BLVD
WARREN,NJ07059
PASSION GLADNEY ASSOCIATE
40.00 		60,900 0 0
67 MOUNTAIN BLVD
WARREN,NJ07059
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 PARTNER SUMMIT TOOK PLACE IN OCTOBER 2023 TO TEACH AND LEARN FROM EACH OTHER TO MINIMIZE THE HEALTH INEQUALITY IN EVERYONE'S RESPECTIVE COMMUNITIES. 426,840
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow426,840
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
24,602,606
b
Average of monthly cash balances.......................
1b
1,342,416
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
25,945,022
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
25,945,022
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
389,175
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
25,555,847
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,277,792
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,277,792
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
14,410
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
14,380
c
Add lines 2a and 2b............................
2c
28,790
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,249,002
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,249,002
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,249,002
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
4,672,923
b
Program-related investments—total from Part VIII-B..................
1b
426,840
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
5,099,763
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,249,002
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...... 1,322,559
b From 2019...... 1,778,574
c From 2020...... 1,636,750
d From 2021...... 1,561,787
e From 2022...... 3,041,137
f Total of lines 3a through e ........ 9,340,807
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 5,099,763
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 1,249,002
e Remaining amount distributed out of corpus 3,850,761
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 13,191,568
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) ... 		1,322,559
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		11,869,009
10 Analysis of line 9:
a Excess from 2019.... 1,778,574
b Excess from 2020.... 1,636,750
c Excess from 2021.... 1,561,787
d Excess from 2022.... 3,041,137
e Excess from 2023.... 3,850,761
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).)
BARRY SEGAL
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.
BARRY SEGAL
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

3D GIRLS INC

PO BOX 10924
ATLANTA,GA30310 		NONE N/A CHARITABLE PURPOSE 35,500

A BREEZE OF HOPE

PO BOX 148
EASSINGTON,PA19029 		NONE N/A CHARITABLE PURPOSE 25,000

A PARTNERSHIP FOR CHANGE

PO BOX 523
ORADELL,NJ07649 		NONE N/A CHARITABLE PURPOSE 35,000

AKHIL AUTISM FOUNDATION

ATTN MANISHA LAD 46 HARMON RD
EDISON,NJ08837 		NONE N/A CHARITABLE PURPOSE 25,000

ALABAMA JUSTICE INITIATIVE

2012 26TH AVE N
BIRMINGHAM,AL35234 		NONE N/A CHARITABLE PURPOSE 20,000

ALLIANCE FOR NATURAL HEALTH USA

94 LANDFILL RD
EDINBURGH,VA22824 		NONE N/A CHARITABLE PURPOSE 1,800

ALLIANCE OF FAMILIES FOR JUSTICE

8 W 126TH ST 3RD FLOOR
NEW YORK,NY10027 		NONE N/A CHARITABLE PURPOSE 40,000

AMERICA'S BIG SISTERS

21411 BRITTANY DR
FRANKFORT,IL60423 		NONE N/A CHARITABLE PURPOSE 40,000

ANCIENT SONG

521 HALSEY STREET
BROOKLYN,NY11233 		NONE N/A CHARITABLE PURPOSE 20,000

ARKANSAS COMMUNITY INSTITIUTE

2101 SO MAIN STREET
LITTLE ROCK,AR72206 		NONE N/A CHARITABLE PURPOSE 15,000

ARMY OF SURVIVORS

PO BOX 6020
TRAVERSE CITY,MI49696 		NONE N/A CHARITABLE PURPOSE 500

BEYOND THE BARS

1951 NW 7TH AVE 600
MIAMI,FL33136 		NONE N/A CHARITABLE PURPOSE 40,500

BLACK AND MISSING FOUNDATION

5608 SIGNET LN
RIVERDALE,MD20737 		NONE N/A CHARITABLE PURPOSE 40,500

BLACK FEM

559 MARYLAND AVE
LEXINGTON,KY40508 		NONE N/A CHARITABLE PURPOSE 40,500

BLACK GIRLS SMILE

1660 KENMORE ST SW
ATLANTA,GA30311 		NONE N/A CHARITABLE PURPOSE 35,500

BLACK MEN HEAL

63 W LANCASTER AVE SUITE11
ARDMORE,PA19003 		NONE N/A CHARITABLE PURPOSE 30,500

BLACK VILLAGE FOUNDATION

20640 MICHIGAN ISLAND CT
FRANKFORT,IL60423 		NONE N/A CHARITABLE PURPOSE 30,000

BLACK WOMEN'S BLUEPRINT INC

PO BOX 24713
BROOKLYN,NY11202 		NONE N/A CHARITABLE PURPOSE 50,500

BOWTIE KIDS

1881 NE 26TH ST SUITE 70
WILTON MANORS,FL33305 		NONE N/A CHARITABLE PURPOSE 20,500

CADE

6533 FLYING CLOUD DRIVE 1200
EDEN PRAIRIE,MN55344 		NONE N/A CHARITABLE PURPOSE 5,000

CENTER FOR NULEADERSHIP

7 MARCUS GARVEY BLVD
BROOKLYN,NY11206 		NONE N/A CHARITABLE PURPOSE 20,000

CHAINLESS CHANGE

220 NE 38TH ST UNIT 12
FORT LAUDERDALE,FL33334 		NONE N/A CHARITABLE PURPOSE 50,500

CHICAGO TORTURE JUSTICE CENTER

641 W 63RD ST
CHICAGO,IL60621 		NONE N/A CHARITABLE PURPOSE 50,000

CHIP INTERNATIONAL INC

4024 AMBOY AVENUE
STATEN ISLAND,NY10308 		NONE N/A CHARITABLE PURPOSE 40,000

CHOCOLATE MILK CAFE NATIONAL INC

140 SANFORD AVE
NORTH PLAINFIELD,NJ07060 		NONE N/A CHARITABLE PURPOSE 10,000

CLOSE TIES LEADERSHIP PROGRAM

660 MCWILLIAMS RD SE
ATLANTA,GA30315 		NONE N/A CHARITABLE PURPOSE 22,000

COLUMBIA COUNTY SANCTUARY MOVEMENT

PO BOX 785
HUDSON,NY12534 		NONE N/A CHARITABLE PURPOSE 25,000

COMMUNITY PARTNERS

PO BOX 741265
LOS ANGELES,CA90074 		NONE N/A CHARITABLE PURPOSE 5,000

CONNECT AUTISM TANZANIA

PO BOX 7791
MOSHI   00000
TZ 		NONE N/A CHARITABLE PURPOSE 25,000

CREDIT DO

376 MONTROSE AVE
SOUTH ORANGE,NJ07079 		NONE N/A CHARITABLE PURPOSE 15,300

CULTIVATE CHARLOTTESVILLE

PO BOX 5282
CHARLOTTESVILLE,VA22905 		NONE N/A CHARITABLE PURPOSE 20,500

DETRIOT HEALS DETRIOT

16485 E 8 MILE RD
EASTPOINTE,MI98021 		NONE N/A CHARITABLE PURPOSE 45,500

EQUAL JUSTICE UNDER LAW

400 SEVENTH ST NW SUITE 602
WASHINGTON,DC20004 		NONE N/A CHARITABLE PURPOSE 50,500

EQUITY AND TRANSFORMATION

10 W 35TH ST
CHICAGO,IL60616 		NONE N/A CHARITABLE PURPOSE 50,000

EVERYBLACKGIRL INC

2301 HIGH STREET
COLUMBIA,SC29203 		NONE N/A CHARITABLE PURPOSE 10,000

EVERYMOM NFP

5480 S KENWOOD AVE
CHICAGO,IL60615 		NONE N/A CHARITABLE PURPOSE 5,000

FATHERS UPLIFT INC

12 SOUTHERN AVE
DORCHESTER,MA02124 		NONE N/A CHARITABLE PURPOSE 50,500

FIRECRACKER FOUNDATION

2929 COVINGTON COURT
LANSING,MI48912 		NONE N/A CHARITABLE PURPOSE 40,500

FLORIDA ALLIANCE TO END HUMAN TRAFFICKING

1400 VILLAGE SQUARE BLVD SUITE
3-110
TALLAHASSEE,FL32312 		NONE N/A CHARITABLE PURPOSE 35,000

GANGSTAS TO GROWERS

352 UNIVERSITY AVE SW 2-126
ATLANTA,GA30310 		NONE N/A CHARITABLE PURPOSE 5,000

GRACE

4026 WARDS RD STE G1 198
LYNCHBURG,VA24502 		NONE N/A CHARITABLE PURPOSE 40,500

HOLLA

10-41 115TH ST APT 3B
COLLEGE POINT,NY11356 		NONE N/A CHARITABLE PURPOSE 75,500

HEAL TRAFFICKING

236 XIMENO AVENUE
LONG BEACH,CA90803 		NONE N/A CHARITABLE PURPOSE 10,000

HEARD

PO BOX 1160
WASHINGTON,DC20013 		NONE N/A CHARITABLE PURPOSE 500

HELLOBABY CHICAGO

14 N PEORIA ST STE 2E
CHICAGO,IL60607 		NONE N/A CHARITABLE PURPOSE 30,500

HELP A COMMUNITY TRUST

P/BAG 1
MCHINJI   00000
MI 		NONE N/A CHARITABLE PURPOSE 10,000

HIGHLANDER RESEARCH AND EDUCATION CENTER

1959 HIGHLANDER WAY
NEW MARKET,TN37820 		NONE N/A CHARITABLE PURPOSE 1,000

HUDSON CATSKILL HOUSING COALITION

361 MAIN STREET CATSKILL MILL
STOREFRONT
CATSKILL,NY12414 		NONE N/A CHARITABLE PURPOSE 25,000

IDEA

2008 W RIDGEWAY ST
JACKSON,MS39213 		NONE N/A CHARITABLE PURPOSE 15,000

IMPACTDMV

11010 PELICAN DR
UPPER MARLBORO,MD20772 		NONE N/A CHARITABLE PURPOSE 35,500

INSTITUTE FOR THE ADVANCEMENT OF MINORITY

215 KATHERINE DR
FLOWOOD,MS39232 		NONE N/A CHARITABLE PURPOSE 20,000

JAREDS HEART OF SUCCESS

8343 ROSWELL RD STE 126
ATLANTA,GA30350 		NONE N/A CHARITABLE PURPOSE 20,500

JFK UNIVERISITY MEDICAL CENTER FOUNDATION

65 JAMES STREET
EDISON,NJ08820 		NONE N/A CHARITABLE PURPOSE 25,000

JUSTICE COMMITTEE

3440 79TH ST 3G
JACKSON HEIGHTS,NY11372 		NONE N/A CHARITABLE PURPOSE 40,000

JUSTICE JOURNEY ALLIANCE

25 E WASHINGTON ST STUITE 1102
CHICAGO,IL60602 		NONE N/A CHARITABLE PURPOSE 5,000

JUSTICE TEAMS NETWORK

PO BOX 399389
SAN FRANCISCO,CA94139 		NONE N/A CHARITABLE PURPOSE 15,500

KIDS ARE SACRED

PO BOX 23805
OVERLAND PARK,KS66223 		NONE N/A CHARITABLE PURPOSE 50,000

MEN STOPPING VIOLENCE

2785 LAWRENCEVILLE HWY STE 112
DECATUR,GA30033 		NONE N/A CHARITABLE PURPOSE 32,300

MENTEE GLOBAL

1320 DARTFORD CT
NAPERVILLE,IL60540 		NONE N/A CHARITABLE PURPOSE 14,200

MIDDLE PROJECT INC

50 EAST 7TH STREET
NEW YORK,NY10003 		NONE N/A CHARITABLE PURPOSE 110,800

MIGRANT EQUITY SOUTHEAST INC

1305 BARNARD STREET 2051
SAVANNAH,GA31401 		NONE N/A CHARITABLE PURPOSE 5,000

MIRROR MEMOIRS

1000 N ALAMEDA ST STE 240
LOS ANGELES,CA90012 		NONE N/A CHARITABLE PURPOSE 40,500

MISSISSIPPI RISING COALITION

5 CHANDELUR COVE
OCEAN SPRINGS,MS39564 		NONE N/A CHARITABLE PURPOSE 20,500

MOMS HELPING MOMS FOUNDATION

223 STIRLING RD STE E
WARREN,NJ07059 		NONE N/A CHARITABLE PURPOSE 15,500

MORE THAN BOOTSTRAPS

421 HIGHLAND AVE
WESTFIELD,NJ07090 		NONE N/A CHARITABLE PURPOSE 14,000

MORTAR CINCINNATI

1329 VINE ST
CINCINNATI,OH45202 		NONE N/A CHARITABLE PURPOSE 26,981

MOTHERHOOD BEYOND BARS

1799 BRIARCLIFF ROAD BOX 15276
ATLANTA,GA30333 		NONE N/A CHARITABLE PURPOSE 35,500

MUTERA GLOBAL HEALING

TABITHA MPAMIRA 3880 LONE PINE
DRIVE 4
HOLT,MI48842 		NONE N/A CHARITABLE PURPOSE 45,500

MY LIFE MY CHOICE

209 COLUMBUS AVENUE SUITE 301
BOSTON,MA02116 		NONE N/A CHARITABLE PURPOSE 26,000

NASSAN'S PLACE

NADINE WRIGHT-ARBUBAKRR PO BOX 833
EAST ORANGE,NJ07019 		NONE N/A CHARITABLE PURPOSE 25,500

NATIONAL BLACK WOMEN'S JUSTICE INSTITUTE

2703 7TH ST MAILBOX 109
BERKELEY,CA94710 		NONE N/A CHARITABLE PURPOSE 45,500

NEIGHBORHOOD BENCHES

200 WEST 146TH ST
NEW YORK,NY10039 		NONE N/A CHARITABLE PURPOSE 25,500

NEIGHBORHOOD LAND POWER PROJECT

1445 N 52ND STREET
PHILADELPHIA,PA19131 		NONE N/A CHARITABLE PURPOSE 15,000

NEWARK WATER COALITION

PO BOX 73116
WASHINGTON,DC20056 		NONE N/A CHARITABLE PURPOSE 40,500

NJ CHAPTER AMERICAN ACADEMY OF PEDIATRICS

50 MILLSTONE RD BLDG 200 SUITE 130
EAST WINDSOR,NJ08520 		NONE N/A CHARITABLE PURPOSE 10,000

NJ COALITION AGAINST HUMAN TRAFFICKING

30 CHATHAM RD BOX 711
SHORT HILLS,NJ07078 		NONE N/A CHARITABLE PURPOSE 20,000

NO HARM

2451 CUMBERLAND PKWY SE SUITE 3959
ATLANTA,GA30339 		NONE N/A CHARITABLE PURPOSE 5,000

NO MO

925 N BROAD ST
PHILADELPHIA,PA19123 		NONE N/A CHARITABLE PURPOSE 40,500

NO MORE MARTYRS

PO BOX 94336
BIRMINGHAM,AL35220 		NONE N/A CHARITABLE PURPOSE 15,000

NO MORE SECRETS

9 MULLIN ROAD
WILMINGTON,DE19809 		NONE N/A CHARITABLE PURPOSE 25,500

ON MY MOTHER'S SHOULDERS

1750 POWDER SPRINGS RD SUITE
190-255
MARLETTE,GA30064 		NONE N/A CHARITABLE PURPOSE 10,000

ONE CHILD NETWORK & SUPPORT

8 LAGANI AVE
RICHMOND HILL,ONTARIOL4B 3EI
CA 		NONE N/A CHARITABLE PURPOSE 40,500

ORGANIZED COMMUNITIES AGAINST DEPORTATION

4811 N CENTRAL PARK AVE
CHICAGO,IL60625 		NONE N/A CHARITABLE PURPOSE 500

PENNSYLVANIA HORTICULTURAL SOCIETY

PENNSYLVANIA HORTICULTURAL SOCIETY
100 N 20TH ST 5TH FLOOR
PHILADELPHIA,PA19103 		NONE N/A CHARITABLE PURPOSE 15,000

POWERING POTENTIAL INC

PO BOX 230973
NEW YORK,NY10023 		NONE N/A CHARITABLE PURPOSE 12,500

PROJECT SAY SOMETHING

1106 NORTH WOOD AVE
FLURENA,AL35630 		NONE N/A CHARITABLE PURPOSE 26,600

PROTECT THE VOTE GA

3104 BRIARCLIFF RD NE 98073
ATLANTA,GA30345 		NONE N/A CHARITABLE PURPOSE 16,300

RADICAL HEALTH

468 E 138TH STREET
BRONX,NY10454 		NONE N/A CHARITABLE PURPOSE 500

REBALANCED LIFE WELLNESS ASSOCIATION

584 GRAND CANYON DRIVE
MADISON,WI53718 		NONE N/A CHARITABLE PURPOSE 40,500

REIGN 4 LIFE

182 N BELLMORE RD
LEVITTOWN,NY11756 		NONE N/A CHARITABLE PURPOSE 30,500

REVIVE A CHILD UGANDA

PLOT 1763 BLOCK 220 BEN KAMULEGEYA
ROAD PO BOX 16499
NA   00000
UG 		NONE N/A CHARITABLE PURPOSE 15,000

RISE COLORADO

1595 ELMIRA ST STE 201
AURORA,CO80010 		NONE N/A CHARITABLE PURPOSE 25,000

ROAR AS ONE

1223 WILSHIRE BLVD STE 834
SANTA MONICA,CA90403 		NONE N/A CHARITABLE PURPOSE 35,000

ROSA ES ROJO

2605 FRANCES LN
LITTLE ELM,TX75068 		NONE N/A CHARITABLE PURPOSE 30,500

SACRED SPACES INC

5915 BEACON ST
ST PITTSBURGH,PA15217 		NONE N/A CHARITABLE PURPOSE 50,500

SAFE HARBOR CHILD ACCESS CENTERS

171 MAIN ST 2ND FLOOR
FLEMINGTON,NJ08822 		NONE N/A CHARITABLE PURPOSE 27,500

SERVICE WOMEN'S ACTION NETWORK

441 4TH ST NW STE 707N
WASHINGTON,DC20001 		NONE N/A CHARITABLE PURPOSE 20,000

SIC FILLM FUND INC

244 5TH AVE SUITE S231
NEW YORK,NY10001 		NONE N/A CHARITABLE PURPOSE 25,000

SMALL TALK CHILDREN'S ADVOCACY CENTER

CHILDRENS ADVOCACY CENTER 3400 PINT
TREE RD STE 106
LANSING,MI48911 		NONE N/A CHARITABLE PURPOSE 51,000

SMILE MUMS

PO BOX 60
ZALEWA    
MI 		NONE N/A CHARITABLE PURPOSE 1,800

SMOOTHIES 4 STUDENTS

1052 NW 33RD STREET
MIAMI,FL33127 		NONE N/A CHARITABLE PURPOSE 20,500

SOAP

PO BOX 645
WOTHINGTON,OH43085 		NONE N/A CHARITABLE PURPOSE 5,000

SOCIAL AND ENVIRONMENTAL ENTREPRENEURS

23564 CALABASAS ROAD SUITE 201
CALABASAS,CA91302 		NONE N/A CHARITABLE PURPOSE 12,500

SOCIAL CHANGE

23 E 26TH ST APT 2
CHICAGO,IL60616 		NONE N/A CHARITABLE PURPOSE 65,500

SOUTH BRONX UNITE

335 E 140TH ST
BRONX,NY10454 		NONE N/A CHARITABLE PURPOSE 25,500

STEP UP DURHAM

3710 UNIVERSITY DRIVE
DURHAM,NC27707 		NONE N/A CHARITABLE PURPOSE 30,000

STOP IT NOW

351 PLEASANT ST PMB 319
NORTHHAMPTON,MA01060 		NONE N/A CHARITABLE PURPOSE 21,300

SURVIVORS NETWORK OF THOSE ABUSED BY PRIE

PO BOX 16376
CHICAGO,IL60616 		NONE N/A CHARITABLE PURPOSE 30,000

TALITHA KOUM AUTISM CENTER

BOULEVARD MWEZI GISABO NO 59
BUJUMBURA   00000
BY 		NONE N/A CHARITABLE PURPOSE 10,000

THE CLEO INSTITUE

2103 CORAL WAY 2ND FLOOR
MIAMI,FL33145 		NONE N/A CHARITABLE PURPOSE 20,000

THE CONFESS PROJECT

701 W 7TH ST STE 204
LITTLE ROCK,AR72201 		NONE N/A CHARITABLE PURPOSE 100,500

THE DO SCHOOL

1445 UNDERWOOD AVE
WINSTONSALEM,NC21705 		NONE N/A CHARITABLE PURPOSE 30,000

THE FUNDERS NETWORK

2000 PONCE DE LEON BLVD SUITE 600
CORAL GABLES,FL33134 		NONE N/A CHARITABLE PURPOSE 2,000

THE MAMA BEAR EFFECT

11 DENNIS DR
BURLINGTON,MA01803 		NONE N/A CHARITABLE PURPOSE 20,500

THE WATER COLLABORATIVE

1433 NORTH CLAIBORNE AVENUE
NEW ORLEANS,LA70116 		NONE N/A CHARITABLE PURPOSE 20,000

TINKS GOLDEN GIRLS

224 HILLCREST AVE
SOMERSET,NJ08873 		NONE N/A CHARITABLE PURPOSE 13,000

TOUCH LINK

155 FOREST DRIVE
PISCATAWAY,NJ08854 		NONE N/A CHARITABLE PURPOSE 7,500

UNCHAINED AT LAST

208 LENOX AVE 189
WESTFIELD,NJ07090 		NONE N/A CHARITABLE PURPOSE 60,500

URBAN CREATORS

2316 50 N 11TH STREET
PHILADELPHIA,PA19133 		NONE N/A CHARITABLE PURPOSE 20,000

VICTIMS2SURVIVORS-US CORP

503 EAST JACKSON STREET 312
TAMPA,FL33602 		NONE N/A CHARITABLE PURPOSE 5,000

VILLAGE OF WISDOM

WILLIAM JACKSON 600 E UMSTEAD ST
DURHAM,NC27701 		NONE N/A CHARITABLE PURPOSE 60,500

WEST SIDE JUSTICE CENTER

601 SOUTH CALIFORNIA AVE
CHICAGO,IL60612 		NONE N/A CHARITABLE PURPOSE 12,500

WHY NOT PROSPER

717 E CHELTEN AVENUE
PHILADELPHIA,PA19144 		NONE N/A CHARITABLE PURPOSE 25,500

WOMEN ON THE RISE GA

PO BOX 9338
EAST POINT,GA30365 		NONE N/A CHARITABLE PURPOSE 13,000

YOU ARE MORE THAN INC

532 MARLTON PIKE W 726
MARLTON,NJ08053 		NONE N/A CHARITABLE PURPOSE 20,500
Total .................................right arrow 3a 3,326,381
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 1,237,667  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -219,584  
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 1,018,083 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,018,083
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
FOCUS FOR HEALTH INC
EIN:
27-3400299
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 11,250 0   0

TY 2023 InvestmentsCorpStockSchedule
Name:
FOCUS FOR HEALTH INC
EIN:
27-3400299
Name of Stock End of Year Book Value End of Year Fair Market Value
TD AMERITRADE - SECURITIES 290,605 404,949
UBS FINANCIAL - (SECURITIES) 1491 1,222,364 1,571,254
UBS FINANCIAL - (SECURITIES) 5177 1,136,501 3,269,606
UBS FINANCIAL - (SECURITIES) 8455 4,725,000 4,684,500
UBS FINANCIAL - (SECURITIES) 8297 4,067,452 5,033,763
UBS FINANCIAL - (SECURITIES) 9814 1,422,000 1,422,000
UBS FINANCIAL - (SECURITIES) 9687 1,389,192 1,683,961
UBS FINANCIAL - (SECURITIES) 8373 2,218,263 2,952,318

TY 2023 InvestmentsOtherSchedule2
Name:
FOCUS FOR HEALTH INC
EIN:
27-3400299
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MOUNT CAP LENDING LLC AT COST 3,394,063 3,394,063
TREVIAN CAPITAL DEBT FUND LP AT COST 993,425 993,425

TY 2023 LegalFeesSchedule
Name:
FOCUS FOR HEALTH INC
EIN:
27-3400299
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 66 0   66


TY 2023 OtherAssetsSchedule
Name:
FOCUS FOR HEALTH INC
EIN:
27-3400299
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
UTILITY DEPOSITS 2,670 2,670 2,670


TY 2023 OtherExpensesSchedule
Name:
FOCUS FOR HEALTH INC
EIN:
27-3400299
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADP PROCESSING FEE 2,565 0   2,565
ADVERTISING EXPENSES 5,527 0   5,527
COMMUNICATIONS 20,316 0   20,316
CONSULTING FEE 107,566 0   107,566
BOOKS & PERIODICALS 45 0   45
INSURANCE 2,279 0   2,279
INVESTMENT FEES 118,765 118,765   0
WEB DESIGN 2,665 0   2,665
POSTAGE 166 0   166
CONFERENCES 37,155 0   37,155
SUPPLIES EXPENSE 1,511 0   1,511
PARTNER SUMMIT 426,840 0   426,840
MISCELLANEOUS 267 0   267
TEAM AND LEADERSHIP GATHERING 364 0   364
MEMBERSHIP DUES 588 0   588


TY 2023 OtherIncreasesSchedule
Name:
FOCUS FOR HEALTH INC
EIN:
27-3400299
Description Amount
BASIS ADJUSTMENT 756,827


TY 2023 OtherLiabilitiesSchedule
Name:
FOCUS FOR HEALTH INC
EIN:
27-3400299
Description Beginning of Year - Book Value End of Year - Book Value
SECURITY DEPOSITS 41,168 41,168
UBS LINE OF CREDIT 3,350,954 4,110,594
RETURNED WIRES 12,500 0


TY 2023 OtherProfessionalFeesSchedule
Name:
FOCUS FOR HEALTH INC
EIN:
27-3400299
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROFESSIONAL FEES 3,158 0   3,158


TY 2023 TaxesSchedule
Name:
FOCUS FOR HEALTH INC
EIN:
27-3400299
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 28,843 0   28,843
FEDERAL TAXES 40,000 0   0
FOREIGN TAXES 2,929 2,929   0