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
ALBERT B GLICKMAN FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)111 COMMERCIAL STREET SUITE 300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PORTLAND, ME04101
A Employer identification number

95-4423553
B Telephone number (see instructions)

(207) 956-6020
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$23,187,970J 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) 4,500
2 Check right arrow.............
3 Interest on savings and temporary cash investments 731,238 731,238  
4 Dividends and interest from securities... 132,070 132,070  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 394,207
b Gross sales price for all assets on line 6a 434,347
7 Capital gain net income (from Part IV, line 2)... 394,207
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
93,052 77,044  
12 Total. Add lines 1 through 11........ 1,355,067 1,334,559  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
447 112   335
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
29,485 7,371   22,114
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
21,000 21,000   0
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
494,879 178,189   250
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 545,811 206,672   22,699
25 Contributions, gifts, grants paid....... 3,196,900 3,196,900
26 Total expenses and disbursements. Add lines 24 and 25 3,742,711 206,672   3,219,599
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,387,644
b Net investment income (if negative, enter -0-) 1,127,887
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......... 2,217,443 1,408,351 1,408,351
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 arrow3,662,750
Less: allowance for doubtful accounts right arrow0 5,460,000 3,662,750 3,662,750
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 10,457,352 Click to see attachment
List of Attached Documents:
// Content
5,228,142 		5,268,022
b Investments—corporate stock (attach schedule)....... 1,777,866 Click to see attachment
List of Attached Documents:
// Content
6,337,785 		8,992,244
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).......... 2,965,986 Click to see attachment
List of Attached Documents:
// Content
3,856,603 		3,856,603
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 22,878,647 20,493,631 23,187,970
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........ 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 22,878,647 20,493,631
29 Total net assets or fund balances (see instructions)..... 22,878,647 20,493,631
30 Total liabilities and net assets/fund balances (see instructions). 22,878,647 20,493,631
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
22,878,647
2
Enter amount from Part I, line 27a .....................
2
-2,387,644
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,628
4
Add lines 1, 2, and 3 ..........................
4
20,493,631
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
20,493,631
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 LEGACY VENTURE IV LLC PASS-THRU P    
b LEGACY VENTURE V (QP) LLC PASS-THRU P    
c CAPITAL GAIN DISTRIBUTIONS FROM PUBLICLY TRADED SECURITIES P    
d AVANT CAPITAL I - LOSS ON DISPOSAL P    
e AVANT CAPITAL I PASS-THRU P    
(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 3,920     3,920
b 22,914     22,914
c 2,704     2,704
d     40,140 -40,140
e 404,809     404,809
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       3,920
b       22,914
c       2,704
d       -40,140
e       404,809
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 2 394,207
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 15,678
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 15,678
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 15,678
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 72,667
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 72,667
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 56,989
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow56,989 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowDE, ME
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 .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
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 instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowALBERT GLICKMAN ASSOCIATES Telephone no.right arrow (207) 956-6020

Located atright arrow111 COMMERCIAL STREET SUITE 300PORTLANDME ZIP+4right arrow04101
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JUDITH GLICKMAN LAUDER PRESIDENT, DIRECTOR
2.00 		0 0 0
111 COMMERCIAL STREET SUITE 300
PORTLAND,ME04101
JEFFREY L GLICKMAN VICE PRESIDENT, DIRECTOR
2.00 		0 0 0
111 COMMERCIAL STREET SUITE 300
PORTLAND,ME04101
TIGRAW GLICKMAN VICE PRESIDENT, DIRECTOR
2.00 		0 0 0
111 COMMERCIAL STREET SUITE 300
PORTLAND,ME04101
DAVID P GLICKMAN VICE PRESIDENT, DIRECTOR
2.00 		0 0 0
111 COMMERCIAL STREET SUITE 300
PORTLAND,ME04101
BRENNER J GLICKMAN VICE PRESIDENT, DIRECTOR
2.00 		0 0 0
111 COMMERCIAL STREET SUITE 300
PORTLAND,ME04101
GLEN CUMMINGS SECRETARY, CFO
2.00 		0 0 0
111 COMMERCIAL STREET SUITE 300
PORTLAND,ME04101
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
REALPRO MANAGEMENT CORPORATION ASSET MANAGEMENT AND ADMINISTRATION 166,217
PO BOX 4569
PORTLAND,ME041124569
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
21,247,352
b
Average of monthly cash balances.......................
1b
2,691,851
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
23,939,203
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
23,939,203
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
359,088
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
23,580,115
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,179,006
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
1,179,006
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
15,678
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
15,678
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,163,328
4
Recoveries of amounts treated as qualifying distributions................
4
16,000
5
Add lines 3 and 4............................
5
1,179,328
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
1,179,328
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
3,219,599
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
3,219,599
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 1,179,328
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...... 13,080
b From 2019...... 249,006
c From 2020...... 399,407
d From 2021...... 1,379,341
e From 2022...... 1,149,583
f Total of lines 3a through e ........ 3,190,417
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 3,219,599
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..... 1,179,328
e Remaining amount distributed out of corpus 2,040,271
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 5,230,688
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) ... 		13,080
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		5,217,608
10 Analysis of line 9:
a Excess from 2019.... 249,006
b Excess from 2020.... 399,407
c Excess from 2021.... 1,379,341
d Excess from 2022.... 1,149,583
e Excess from 2023.... 2,040,271
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).)
JUDITH GLICKMAN LAUDER
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

AFRICA SCHOOLHOUSE

1158 26TH STREET 427
SANTA MONICA,CA90403 		  PC PEACE AND HUMAN RIGHTS 5,000

ALL FAITHS FOOD BANK

8171 BLAIKIE CT
SARASOTA,FL34240 		  PC POVERTY 5,000

AMERICAN FRIENDS OF MAGEN DAVID ADOM

20 W 36TH STREET SUITE 1100
NEW YORK,NY10018 		  PC RELIGIOUS 17,175

AMERICAN FRIENDSLEKET ISRAEL

PO BOX 2090
TEANECK,NJ07666 		  PC RELIGIOUS 88,625

AMERICAN JEWISH WORLD SERVICE

45 W 36TH ST 10TH FL
NEW YORK,NY10018 		  PC RELIGIOUS 10,000

AMHERST COLLEGE

220 SOUTH PLEASANT STREET
AMHERST,MA01002 		  PC OTHER 2,000

ANTI DEFAMATION LEAGUE

40 COURT ST
BOSTON,MA02108 		  PC RELIGIOUS 10,000

ARAVA INSTITUTE

1320 CENTRE STREET SUITE 206
NEWTON CENTRE,MA02459 		  PC RELIGIOUS 70,000

ARTVAN

37 MILL STREET
BRUNSWICK,ME04011 		  PC MENTAL HEALTH AND MEDICAL RESEARCH 30,000

ARZA

633 THIRD AVENUE
NEW YORK,NY10017 		  PC RELIGIOUS 5,000

ATTIC YOUTH CENTER

255 S 16TH STREET
PHILADELPHIA,PA19102 		  PC PEACE AND HUMAN RIGHTS 11,000

BEN SHEMEN YOUTH VILLAGE (PEF ISRAEL ENDOWMENT FUNDS)

630 THIRD AVENUE SUITE 1501
NEW YORK,NY10017 		  PC RELIGIOUS 10,000

BEST FRIENDS FOUNDATION

5335 WISCONSIN AVENUE
WASHINGTON,DC20015 		  PC MENTAL HEALTH AND MEDICAL RESEARCH 5,000

BREAST CANCER RESEARCH FNDTN

28 W 44TH STREET SUITE 609
NEW YORK,NY10036 		  PC OTHER 5,000

BROADWAY HOUSING

583 RIVERSIDE DRIVE
NEW YORK,NY10031 		  PC POVERTY 15,000

COOL EFFECT

100B DRAKES LANDING RD SUITE 260
KENTFIELD,CA94904 		  PC ENVIRONMENTAL 52,000

CORNERSTONE SOCIETY (TEMPLE EMANU-EL)

151 MCINTOSH ROAD
SARASOTA,FL34232 		  PC RELIGIOUS 5,500

CULTIVATING COMMUNITY

PO BOX 3792
PORTLAND,ME04104 		  PC ENVIRONMENTAL 35,000

ETZ CHAIM SYNAGOGUE

267 CONGRESS STREET
PORTLAND,ME04101 		  PC RELIGIOUS 20,000

FIDELITY CHARITABLE

PO BOX 770001
CINCINNATI,OH452770053 		  PC DONOR ADVISED FUND WITH DISQUALIFIED PERSON ADVISORY PRIVILEGES 700,000

FREEPORT SPEECH

PO BOX 38
SOUTH FREEPORT,ME04078 		  PC MENTAL HEALTH AND MEDICAL RESEARCH 2,500

FRIENDS OF IMPJ (IRAC)

211 S SPALDING DRIVE APT S403
BEVERLY HILLS,CA90212 		  PC RELIGIOUS 30,000

FRIENDS OF IMPJ

211 S SPALDING DR 4035
BEVERLY HILLS,CA90212 		  PC RELIGIOUS 9,160

FRIENDS UNITED HATZALAH ISRAEL

208 E 51ST ST SUITE 303
NEW YORK,NY10022 		  PC RELIGIOUS 5,000

FULL PLATES FULL POTENTIAL

14 MAINE STREET BOX 3
BRUNSWICK,ME04011 		  PC POVERTY 25,000

GEORGE EASTMAN MUSEUM

900 EAST AVENUE
ROCHESTER,NY14607 		  PC ARTS 1,000

GOOD SHEPERD FOOD BANK

PO BOX 1807
AUBURN,ME04211 		  PC POVERTY 30,000

GREATER PORTLAND HEALTH

180 PARK AVE
PORTLAND,ME04101 		  PC POVERTY 15,000

GREEN LATINOS

1919 14TH ST SUITE 700
BOULDER,CO80302 		  PC ENVIRONMENTAL 5,000

GROWING TO GIVE

30 EAST COXON ROAD
BRUNSWICK,ME04011 		  PC POVERTY 10,000

HEBREW UNION COLLEGE

ONE W 4TH ST
NEW YORK,NY10012 		  PC RELIGIOUS 40,000

HELEN KELLER FOUNDATION

1 DAG HAMMARSKJOLD PL FL 2
NEW YORK,NY10017 		  PC POVERTY 33,000

HIAS

1300 SPRING STREET SUITE 500
SILVER SPRING,MD20910 		  PC PEACE AND HUMAN RIGHTS 24,000

HIVE FUND (WINDWARD FUND)

PO BOX 38064
BALTIMORE,MD21297 		  PC ENVIRONMENTAL 5,000

HOLOCAUST AND HUMAN RIGHTS CENTER

46 UNIVERSITY DRIVE
AUGUSTA,ME04330 		  PC PEACE AND HUMAN RIGHTS 15,000

HUMANITY IN ACTION

41 FLATBUSH AVE
BROOKLYN,NY11217 		  PC OTHER 10,000

ILAP

489 CONGRESS ST 3RD FL
PORTLAND,ME04112 		  PC PEACE AND HUMAN RIGHTS 50,000

IN HER PRESENCE

179 MECHANIC STREET
WESTBROOK,ME04092 		  PC PEACE AND HUMAN RIGHTS 22,000

INTERNATIONAL COMMITTEE OF THE RED CROSS

9 AVENUE DE LA PAIX
GENEVA,GENEVA1202
SZ 		  PC RELIGIOUS 8,015

JAZZ ASPEN SNOWMASS

110 E HALLMAN ST SUITE 104
ASPEN,CO81612 		  PC OTHER 5,400

JDC

PO BOX 4124
NEW YORK,NY10163 		  PC RELIGIOUS 115,625

JED FOUNDATION

PO BOX 412945
BOSTON,MA02241 		  PC MENTAL HEALTH AND MEDICAL RESEARCH 20,000

JEWISH AGENCY FOR ISRAEL NORTH AMERICAN COUNCIL

633 3RD AVENUE 21ST FLOOR
NEW YORK,NY10017 		  PC RELIGIOUS 17,175

JEWISH ALLIANCE OF SO ME

1342 CONGRESS ST
PORTLAND,ME04102 		  PC RELIGIOUS 50,000

JEWISH FED OF SARASOTA

580 MCINTOSH ROAD
SARASOTA,FL34232 		  PC RELIGIOUS 2,000

KINETIC ENSEMBLE

PO BOX 667018
HOUSTON,TX77266 		  PC OTHER 1,000

LEVEY DAY SCHOOL

400 DEERING AVE
PORTLAND,ME04103 		  PC RELIGIOUS 5,000

LOCKER PROJECT

PO BOX 3134
PORTLAND,ME04104 		  PC POVERTY 25,000

MAINE AUDUBON

20 GILSLAND FARM RD
FALMOUTH,ME04105 		  PC ENVIRONMENTAL 23,000

MAINE BEHAVIORAL HEALTHCARE

78 ATLANTIC PLACE
SOUTH PORTLAND,ME04106 		  PC MENTAL HEALTH AND MEDICAL RESEARCH 20,000

MAINE JUSTICE FOUNDATION

40 WATER STREET
HALLOWELL,ME04347 		  PC PEACE AND HUMAN RIGHTS 28,000

MAINE WILDLIFE PARK

PO BOX 1231
GRAY,ME04039 		  PC ENVIRONMENTAL 4,000

MANO EN MANO

PO BOX 573
MILBRIDGE,ME04658 		  PC PEACE AND HUMAN RIGHTS 20,000

MARINE MAMMALS MAINE

PO BOX 751
BATH,ME04530 		  PC ENVIRONMENTAL 20,000

MICHAEL J FOX FOUNDATION

GRAND CENTRAL STATION PO BOX 4777
NEW YORK,NY10163 		  PC MENTAL HEALTH AND MEDICAL RESEARCH 500,000

MIDCOAST HUMANE

190 PLEASANT ST
BRUNSWICK,ME04011 		  PC ENVIRONMENTAL 4,000

MIDCOAST YOUTH CENTER

4 OLD BRUNSWICK ROAD
BATH,ME04530 		  PC MENTAL HEALTH AND MEDICAL RESEARCH 20,000

MIDCOAST YOUTH CENTER

4 OLD BRUNSWICK ROAD
BATH,ME04530 		  PC POVERTY 15,000

MILESTONE RECOVERY

65 INDIA STREET
PORTLAND,ME04101 		  PC MENTAL HEALTH AND MEDICAL RESEARCH 10,000

MISSISSIPPI ACLU

PO BOX 2242
JACKSON,MS39225 		  PC PEACE AND HUMAN RIGHTS 10,000

MITCHELL INSTITUTE

75 WASHINGTON AVE SUITE 2E
PORTLAND,ME01404 		  PC OTHER 5,150

MMPA

1 OVERLOOK DRIVE
GORHAM,ME04038 		  PC ARTS 35,000

MOSCOW INSTITU

633 THIRD AVENUE
NEW YORK,NY10017 		  PC RELIGIOUS 35,000

NACOEJ

255 W 36TH ST SUITE 701
NEW YORK,NY10018 		  PC RELIGIOUS 15,000

NAMI MAINE

52 WATER STREET
HALLOWELL,ME04347 		  PC MENTAL HEALTH AND MEDICAL RESEARCH 75,000

NEW BEGINNINGS

134 COLLEGE ST 2ND FLOOR
LEWISTON,ME04240 		  PC POVERTY 17,000

NOAA MARINE

PO BOX 979008
ST LOUIS,MO631979000 		  PC ENVIRONMENTAL 32,000

OCEANSIDE CONS TRUST

PO BOX 10404
PORTLAND,ME04104 		  PC ENVIRONMENTAL 10,000

OFFICE OF ECONOMIC OPP - NATURAL HELPERS PROGRAM (CITY OF PORTLAND)

389 CONGRESS STREET
PORTLAND,ME04101 		  PC PEACE AND HUMAN RIGHTS 100,000

ORT AMERICA

75 MAIDEN LANE FL 10
NEW YORK,NY10038 		  PC RELIGIOUS 5,000

PEF ISRAEL ENDOWMENT FUNDS

630 THIRD AVENUE SUITE 1501
NEW YORK,NY10017 		  PC RELIGIOUS 5,725

PIECE BY PIECE

1815 SOUTH SOTO STREET
LOS ANGELES,CA90023 		  PC POVERTY 5,000

PLANTING CHANGE

1405 8TH AVENUE 3C
BROOKLYN,NY11215 		  PC ENVIRONMENTAL 3,000

PORTLAND COMMUNITY SQUASH

66 NOYES STREET
PORTLAND,ME04103 		  PC OTHER 10,000

PORTLAND MUSEUM OF ART

SEVEN CONGRESS SQUARE
PORTLAND,ME04101 		  PC ARTS 150,000

PREBLE STREET

55 PORTLAND STREET
PORTLAND,ME04101 		  PC POVERTY 20,000

RIPPLEFFECT

159 STATE STREET BASEMENT
PORTLAND,ME04101 		  PC ENVIRONMENTAL 50,000

SNOWE INSTITUTE

ONE CANAL PLAZA SUITE 501
PORTLAND,ME04101 		  PC OTHER 5,000

SPIRIT SERIES INC

605 SAN VINCENTE BLVD STE 310
SANTA MONICA,CA90402 		  PC MENTAL HEALTH AND MEDICAL RESEARCH 5,000

SPURWINK

901 WASHINGTON AVE SUITE 100
PORTLAND,ME04103 		  PC MENTAL HEALTH AND MEDICAL RESEARCH 5,000

TEDFORD HOUSING

PO BOX 958
BRUNSWICK,ME04011 		  PC POVERTY 20,000

TEMPLE BETH HILLEL

20 BAKER LANE
SOUTH WINDSOR,CT06074 		  PC RELIGIOUS 13,750

TEMPLE EMANU-EL

151 MCINTOSH RD
SARASOTA,FL34232 		  PC RELIGIOUS 12,600

THE CROMWELL CENTER

97A EXCHANGE STREET SUITE 205
PORTLAND,ME04101 		  PC MENTAL HEALTH AND MEDICAL RESEARCH 2,500

TREE STREET YOUTH

144 HOWE STREET
LEWISTON,ME04240 		  PC PEACE AND HUMAN RIGHTS 20,000

UMAINE FOUNDATION

TWO ALUMNI PLACE
ORONO,ME044695792 		  PC MENTAL HEALTH AND MEDICAL RESEARCH 25,000

UMAINE LAW

246 DEERING AVENUE
PORTLAND,ME04102 		  PC ENVIRONMENTAL 7,000

UMAINE LAW

246 DEERING AVENUE
PORTLAND,ME04102 		  PC PEACE AND HUMAN RIGHTS 35,000

UNE

716 STEVENS AVENUE
PORTLAND,ME04103 		  PC OTHER 1,000

UNION OF MAINE VISUAL ARTISTS

PO BOX 51
WALPOLE,ME04353 		  PC ARTS 2,500

UNITED RECOVERY FUND

494 FOREST AVENUE
PORTLAND,ME04101 		  PC POVERTY 10,000

UNITED WAY OF GREATER PORTLAND

550 FOREST AVE SUITE 100
PORTLAND,ME04101 		  PC POVERTY 10,000

USBG NATIONAL CHARITY FNDN

2654 W HORIZON RIDGE PARKWAY
HENDERSON,NV89052 		  PC OTHER 1,000

USM FOUNDATION

PO BOX 9300
PORTLAND,ME04104 		  PC OTHER 32,500

WABANAKI PUBLIC HEALTH

PO BOX 1356
BANGOR,ME04402 		  PC PEACE AND HUMAN RIGHTS 22,000

WAYSIDE FOOD PROG

PO BOX 1278
PORTLAND,ME04104 		  PC POVERTY 3,000

WESTBROOK SCHOOL DEPARTMENT

117 STROUDWATER ST
WESTBROOK,ME04092 		  PC OTHER 5,000

YELLOW TULIP

239 FORESIDE ROAD
FALMOUTH,ME04105 		  PC MENTAL HEALTH AND MEDICAL RESEARCH 30,000
Total .................................right arrow 3a 3,196,900
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 ........... 		    14 731,238  
4 Dividends and interest from securities ....     14 132,070  
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 .....     14 77,044  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 228,413  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    01 16,000  
bTAX REFUNDS     01 8  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,184,773 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,184,773
(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:
ALBERT B GLICKMAN FAMILY FOUNDATION
EIN:
95-4423553
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 29,485 7,371   22,114

TY 2023 ExplnOfNonFilingWithAGStmt
Name:
ALBERT B GLICKMAN FAMILY FOUNDATION
EIN:
95-4423553
Statement:
THE ALBERT GLICKMAN FAMILY FOUNDATION IS NOT REQUIRED TO PROVIDE A COPY OF THE FORM 990-PF TO DELAWARE UNLESS THERE ARE EMPLOYEES IN DELAWARE OR CONDUCTS ACTIVITIES IN DELAWARE. IN 2023, THE FOUNDATION DID NOT HAVE EMPLOYEES OR CONDUCT ACTIVITY IN DELAWARE.

TY 2023 InvestmentsCorpStockSchedule
Name:
ALBERT B GLICKMAN FAMILY FOUNDATION
EIN:
95-4423553
Name of Stock End of Year Book Value End of Year Fair Market Value
CORPORATE STOCK 6,337,785 8,992,244

TY 2023 InvestmentsGovtObligationsSch
Name:
ALBERT B GLICKMAN FAMILY FOUNDATION
EIN:
95-4423553
US Government Securities - End of Year Book Value:

5,228,142
US Government Securities - End of Year Fair Market Value:

5,268,022
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 InvestmentsOtherSchedule2
Name:
ALBERT B GLICKMAN FAMILY FOUNDATION
EIN:
95-4423553
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
LEGACY VENTURE IV, LLC AT COST 161,230 161,230
LEGACY VENTURE V, LLC AT COST 297,275 297,275
345 OVINGTON AVE FUNDING LLC AT COST 979,215 979,215
40TH STREET FUNDING LLC AT COST 584,903 584,903
707 WASHINGTON INVESTOR, LLC AT COST 671,678 671,678
OAK COOMBS HOLDING COMPANY, LLC AT COST 760,741 760,741
SUMMITRIDGE SOLOMONIE HOLDING COMPANY, LLC AT COST 401,561 401,561

TY 2023 LegalFeesSchedule
Name:
ALBERT B GLICKMAN FAMILY FOUNDATION
EIN:
95-4423553
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 447 112   335


TY 2023 OtherExpensesSchedule
Name:
ALBERT B GLICKMAN FAMILY FOUNDATION
EIN:
95-4423553
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT INTEREST FROM PASS-THRUS 4 4   0
LIFE INSURANCE PREMIUMS 316,328 0   0
ASSET MANAGEMENT FEES 166,217 166,217   0
NON-DEDUCTIBLE EXPENSES 66 0   0
OTHER FEES 125 31   94
BANK CHARGES 208 52   156
OTHER DEDUCTIONS FROM PASS-THRUS 11,931 11,885   0


TY 2023 OtherIncomeSchedule2
Name:
ALBERT B GLICKMAN FAMILY FOUNDATION
EIN:
95-4423553
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME FROM PASS-THRUS 15,490 15,490 15,490
ORDINARY INCOME FROM PASS-THRUS 61,554 61,554 61,554
OTHER INCOME 16,000   16,000
TAX REFUNDS 8   8


TY 2023 OtherIncreasesSchedule
Name:
ALBERT B GLICKMAN FAMILY FOUNDATION
EIN:
95-4423553
Description Amount
PRIOR PERIOD ADJUSTMENT 2,628


TY 2023 TaxesSchedule
Name:
ALBERT B GLICKMAN FAMILY FOUNDATION
EIN:
95-4423553
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,345 2,345   0
STATE TAXES 18,655 18,655   0