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
MAYBERG FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)8401 CONNECTICUT AVENUE 1200
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHEVY CHASE, MD208155800
A Employer identification number

81-4574465
B Telephone number (see instructions)

(301) 881-7500
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$21,711,888
J 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) 10,752,755
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 259,198 259,198  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -32,155
b Gross sales price for all assets on line 6a 11,722,981
7 Capital gain net income (from Part IV, line 2)... 4,151,789
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........ 10,979,798 4,410,987  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 250,000 0   225,000
14 Other employee salaries and wages...... 1,195,355 0   1,075,820
15 Pension plans, employee benefits....... 330,847 0   297,762
16a Legal fees (attach schedule)......... 4,419 0   3,977
b Accounting fees (attach schedule)....... 56,429 0   50,786
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 125,957 0   86,308
19 Depreciation (attach schedule) and depletion... 27,722 0  
20 Occupancy.............. 78,669 0   70,802
21 Travel, conferences, and meetings....... 190,767 0   171,689
22 Printing and publications.......... 106 0   95
23 Other expenses (attach schedule)....... 1,494,876 0   1,296,467
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,755,147 0   3,278,706
25 Contributions, gifts, grants paid....... 7,513,565 7,580,700
26 Total expenses and disbursements. Add lines 24 and 25 11,268,712 0   10,859,406
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -288,914
b Net investment income (if negative, enter -0-) 4,410,987
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............. 500,539 450,374 450,374
2 Savings and temporary cash investments......... 8,462,587 9,124,725 9,124,725
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 539,192 872,347 872,347
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 5,753,776 Click to see attachment
List of Attached Documents:
// Content
4,751,396
3,930,699
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).......... 7,647,522 Click to see attachment
List of Attached Documents:
// Content
7,215,022
7,215,022
14 Land, buildings, and equipment: basis right arrow256,506
Less: accumulated depreciation (attach schedule) right arrow154,387 129,841 Click to see attachment
List of Attached Documents:
// Content
102,119
102,119
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
16,602
Click to see attachment
List of Attached Documents:
// Content
16,602
Click to see attachment
List of Attached Documents:
// Content
16,602
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 23,050,059 22,532,585 21,711,888
Liabilities 17 Accounts payable and accrued expenses.......... 594,187 453,414
18 Grants payable................. 173,280 106,145
19 Deferred revenue................. 66,828 46,176
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)......... 834,295 605,735
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 22,215,764 21,926,850
29 Total net assets or fund balances (see instructions)..... 22,215,764 21,926,850
30 Total liabilities and net assets/fund balances (see instructions). 23,050,059 22,532,585
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
22,215,764
2
Enter amount from Part I, line 27a .....................
2
-288,914
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
21,926,850
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
21,926,850
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY-TRADED SECURITIES     2023-12-28
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 11,699,234   7,571,192 4,128,042
b 23,747     23,747
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       4,128,042
b       23,747
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 4,151,789
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 61,313
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 61,313
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 61,313
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 52,394
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 62,394
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 1,081
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,081 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 arrowMD
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 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 arrowWWW.MAYBERG.ORG
14
The books are in care ofright arrowTODD SUKOL Telephone no.right arrow (301) 881-7500

Located atright arrow8401 CONNECTICUT AVE STE 1200CHEVY CHASEMD ZIP+4right arrow208155800
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
LOUIS MAYBERG PRESIDENT
8.00
0 0 0
8401 CONNECTICUT AVENUE SUITE 1200
CHEVY CHASE,MD20815
MANETTE MAYBERG VICE-PRESIDENT
8.00
0 0 0
8401 CONNECTICUT AVENUE SUITE 1200
CHEVY CHASE,MD20815
TODD SUKOL EXECUTIVE DIRECTOR
40.00
250,000 47,814 0
8401 CONNECTICUT AVENUE SUITE 1200
CHEVY CHASE,MD20815
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
RACHEL ABRAHAMS SR. ADVISOR - EDUC.
40.00
207,000 44,709 0
8401 CONNECTICUT AVENUE SUITE 1200
CHEVY CHASE,MD20815
AMIAN KELEMER DIRECTOR, OPERATING
40.00
145,000 41,121 0
8401 CONNECTICUT AVENUE SUITE 1200
CHEVY CHASE,MD20815
SHARON FREUNDEL MANAGING DIRECTOR, J
40.00
140,000 30,940 0
8401 CONNECTICUT AVENUE SUITE 1200
CHEVY CHASE,MD20815
ALEX SHAPERO MYZUZAH PROGRAM DIRE
40.00
132,500 30,117 0
8401 CONNECTICUT AVENUE SUITE 1200
CHEVY CHASE,MD20815
SAMUEL FELD FOUNDING DIRECTOR, J
40.00
77,937 75,924 0
8401 CONNECTICUT AVENUE SUITE 1200
CHEVY CHASE,MD20815
Total number of other employees paid over $50,000...................right arrow 5
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
DANIEL HALBERT PROGRAM CONSULTING 251,460
10295 COLLINS AVE
BAL HARBOUR,FL33154
BETTERLESSON INC EDUCATIONAL CONSULTING 239,585
410 UNIVERSITY AVE DPT11046
WESTWOOD,MA02090
LADIDADI XM LLC PROGRAM CONSULTING 193,864
414 CHICAGO AVE
CLARENDON HILLS,IL60514
DAVID FARBMAN EDUCATIONAL CONSULTING 75,000
750 GREAT PLAIN AVE
NEEDHAM,MA02492
MAMA CREATIVE (PTY) LTD PROGRAM CONSULTING 65,000
FIRST FLOOR 124 IVY ROAD
  NORWOOD, JOHANNES  
SF
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 JEWISH ADULT EDUCATION AND ENGAGEMENT PROJECTS; THE JEWISH EDUCATION INNOVATION CHALLENGE, A PROGRAM TO DEVELOP INNOVATIVE MODELS IN JEWISH DAY SCHOOL EDUCATION THROUGH GRANT FUNDING, RESEARCH AND PROVISION OF CONSULTING SERVICES TO SCHOOLS; AND OTHER RELIGIOUS ACTIVITIES. 3,278,706
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
4,782,181
b
Average of monthly cash balances.......................
1b
5,219,984
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
10,002,165
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
10,002,165
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
150,032
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,852,133
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
492,607
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
492,607
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
61,313
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
61,313
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
431,294
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
431,294
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
431,294
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
10,859,406
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
10,859,406
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 7 431,294
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...... 10,193,750
b From 2019...... 5,822,960
c From 2020...... 6,265,045
d From 2021...... 7,299,641
e From 2022...... 8,367,716
f Total of lines 3a through e ........ 37,949,112
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 10,859,406
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..... 431,294
e Remaining amount distributed out of corpus 10,428,112
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 48,377,224
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) ...
10,193,750
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
38,183,474
10 Analysis of line 9:
a Excess from 2019.... 5,822,960
b Excess from 2020.... 6,265,045
c Excess from 2021.... 7,299,641
d Excess from 2022.... 8,367,716
e Excess from 2023.... 10,428,112
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).)
LOUIS MAYBERG
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
DIRECTOR OF GRANTS
8401 CONNECTICUT AVE SUITE 1200
CHEVY CHASE,MD20815
(301) 881-7500
INFO@MAYBERG.ORG
bThe form in which applications should be submitted and information and materials they should include:
NAME OF ORGANIZATION; CONTACT INFORMATION; MISSION, VISION, VALUES; STATEMENT OF HOW THEIR WORK ALIGNS WITH THE FOUNDATION'S MISSION
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
ORGANIZATIONS SEEKING FUNDING MUST BE REGISTERED 501(C)3 IN THE US AND BE ABLE TO DEMONSTRATE CLEAR ALIGNMENT WITH THE MAYBERG FOUNDATION MISSION AND VALUES.
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

A WIDER CIRCLE

4808 MOORLAND LANE SUITE 802
BETHESDA,MD20814
  PC SUPPORT PROGRAMMING 10,000

AIEF

251 H STREET NW
WASHINGTON,DC20001
  PC SUPPORT PROGRAMMING 75,000

AISH GLOBAL

915 CLIFTON AVE SUITE 4
CLIFTON,NJ07013
  PC SUPPORT PROGRAMMING 1,525,000

AISH HATORAH OF CLEVELAND

14077 CEDAR RD SUITE 7
SO EUCLID,OH44118
  PC SUPPORT PROGRAMMING 25,000

AISH HATORAH OF WASHINGTON DC INC

11418 OLD GEORGETOWN RD
ROCKVILLE,MD20852
  PC SUPPORT PROGRAMMING 31,000

ALEF BET MONTESSORI SCHOOL

6125 TUCKERMAN LN
ROCKVILLE,MD20852
  PC SUPPORT PROGRAMMING 43,171

ALUMS FOR CAMPUS FAIRNESS

165 EAST 56TH ST 2ND FLOOR
NEW YORK,NY10022
  PC SUPPORT PROGRAMMING 5,000

AMATZ INITIATIVE

14485 SUMMERFIELD RD
UNIVERSITY HEIGHTS,OH44118
  PC SUPPORT PROGRAMMING 45,000

AMER COMMITTEE FOR SHAARE ZEDEK MED CTR

1040 AVENUE OF THE AMERICAS 23RD FL
NEW YORK,NY10018
  PC SUPPORT PROGRAMMING 25,000

AMERICA GIVES INC

228 PARK AVE SUITE 71410
NEW YORK,NY10003
  PC SUPPORT PROGRAMMING 10,000

AMERICAN FRIENDS NISHMAT

520 8TH AVE
NEW YORK,NY10018
  PC SUPPORT PROGRAMMING 5,000

AMERICAN FRIENDS OF OGEN INC

2330 MILTON RD
UNIVERSITY HEIGHTS,OH44118
  PC SUPPORT PROGRAMMING 40,000

AMERICAN FRIENDS OF SHALVA ISRAEL INC

441 LEXINGTON AVE SUITE 602
NEW YORK,NY10017
  PC SUPPORT PROGRAMMING 36,800

AMERICAN LUNG ASSN

55 W WACKER DR STE 1150
CHICAGO,IL60601
  PC SUPPORT PROGRAMMING 1,800

AMIT CHILDREN

49 W 37TH ST 5TH FLOOR
NEW YORK,NY10018
  PC SUPPORT PROGRAMMING 5,000

ATLANTIC SEABORD NCSY

4001 CLARKS LANE
BALTIMORE,MD21215
  PC SUPPORT PROGRAMMING 50,000

BELEV ECHAD

88 4TH STREET
NEW ROCHELLE,NY10801
  PC SUPPORT PROGRAMMING 35,000

BIKUR CHOLIM OF GREATER WASH

12320 PARKLAWN DR
ROCKVILLE,MD20852
  PC SUPPORT PROGRAMMING 18,000

BREAD FOR THE CITY

1525 7TH STREET NW 3201
WASHINGTON,DC20001
  PC SUPPORT PROGRAMMING 25,000

CAPITAL AREA FOOD BANK

4900 PUERTO RICO AVE NW
WASHINGTON,DC20017
  PC SUPPORT PROGRAMMING 50,000

CENTER FOR JEWISH LIVING AT CORNELL INC

106 WEST AVE
ITHACA,NY14850
  PC SUPPORT PROGRAMMING 5,000

CENTRAL FUND OF ISRAEL

461 CENTRAL AVE
CEDARHURST,NY11516
  PC SUPPORT PROGRAMMING 170,000

CHABAD FENWAY HUNTINGTON AVENUE INC

8 SYMPHONY RD
BOSTON,MA02115
  PC SUPPORT PROGRAMMING 118

CHABAD HOUSE OF GREATER BOSTON

491 COMMONWEALTH AVE
BOSTON,MA02215
  PC SUPPORT PROGRAMMING 2,484

CHABAD ISRAELI CENTER ROCKVILLE

216 ROLLINS AVE
ROCKVILLE,MD20852
  PC SUPPORT PROGRAMMING 1,800

CHABAD OF SILVER SPRING

519 LAMBERTON DRIVE
SILVER SPRING,MD20902
  PC SUPPORT PROGRAMMING 32,500

CHABAD SHUL OF POTOMAC

11621 SEVEN LOCKS RD
POTOMAC,MD20854
  PC SUPPORT PROGRAMMING 18,600

CHAI LIFELINE

151 WEST 30TH STREET
NEW YORK,NY10001
  PC SUPPORT PROGRAMMING 2,180

CHARLES E SMITH JEWISH DAY SCHOOL

1901 E JEFFERSON STREET
ROCKVILLE,MD20852
  PC SUPPORT PROGRAMMING 85,000

COLEL CHABAD

806 EASTERN PKWY
BROOKLYN,NY11213
  PC SUPPORT PROGRAMMING 18,000

COLLEGE TRACKS

8737 COLESVILLE ROAD 1010
SILVER SPRING,MD20910
  PC SUPPORT PROGRAMMING 5,000

CORNELL HILLEL

548 COLLEGE AVE
ITHACA,NY14850
  PC SUPPORT PROGRAMMING 2,500

DERECH HACHAIM FUND

16 ESTHER COURT
LAKEWOOD,NJ08701
  PC SUPPORT PROGRAMMING 1,800

DERECH INC

PO BOX 300462
BROOKLYN,NY11230
  PC SUPPORT PROGRAMMING 1,000

ENDOWMENT FOR MIDDLE EAST TRUTH

PO BOX 66366
WASHINGTON,DC20035
  PC SUPPORT PROGRAMMING 30,000

EZRAT ISRAEL INC

806 EASTERN PKWY
BROOKLYN,NY11213
  PC SUPPORT PROGRAMMING 9,500

FEDERATION CJA

1 CARRE CUMMINGS SQUARE
MONTREAL,QUEBECH3W 1M6
CA
  PC SUPPORT PROGRAMMING 15,000

FOOD AND FRIENDS INC

219 RIGGS RD NE
WASHINGTON,DC20011
  PC SUPPORT PROGRAMMING 25,000

FOUNDATION FOR DEFENSE OF DEMOCRACIES

PO BOX 33249
WASHINGTON,DC20033
  PC SUPPORT PROGRAMMING 36,000

FRANCO FOUNDATION

613 BROMLEY ST
SILVER SPRING,MD20902
  PC SUPPORT PROGRAMMING 5,000

FRIENDS OF ASOR FUND USA INC

24 HEBRON RD
JERUSALEM   9354212
IS
  PC SUPPORT PROGRAMMING 10,000

FRIENDS OF YAD SARAH

445 PARK AVE STE 1702
NEW YORK,NY10022
  PC SUPPORT PROGRAMMING 18,000

FRIENDS OF YASHAR LACHAYAL

20 CHALMERS RD
EAST BRUNSWICK,NJ08816
  PC SUPPORT PROGRAMMING 5,000

FRIENDSHIP CIRCLE MD

11621 SEVEN LOCKS RD
POTOMAC,MD20854
  PC SUPPORT PROGRAMMING 2,500

FRIENDSHIP CIRCLE VIRGINIA

16460 W CRESCENT LN
MONTPELIER,VA23192
  PC SUPPORT PROGRAMMING 15,000

GEORGE WASHINGTON UNIV (GRANT)

PO BOX 98131
WASHINGTON,DC200779756
  PC SUPPORT PROGRAMMING 50,000

GESHER FOUNDATION USA

511 6TH AVENUE SUITE 444
NEW YORK,NY10011
  PC SUPPORT PROGRAMMING 15,000

GIVING GROUP COMMUNITY

5101 SANTA MONICA BLVD STE 8 PMB
137
LOS ANGELES,CA90029
  PC SUPPORT PROGRAMMING 30,000

GOLDEN NETWORK

PO BOX 10995
SILVER SPRING,MD20914
  PC SUPPORT PROGRAMMING 3,600

GOOD PEOPLE FUND

384 WYOMING AVE
MILLBURN,NJ07041
  PC SUPPORT PROGRAMMING 1,200

GREATER WASHINGTON COMMUNITY KOLLEL

10900 LOCKWOOD DR
SILVER SPRING,MD20901
  PC SUPPORT PROGRAMMING 2,500

GUSH ETZION FOUNDATION

867 BOYLSTON ST 5TH FLOOR
BOSTON,MA02116
  PC SUPPORT PROGRAMMING 10,000

HADAR

751 PALISADE AVE
TEANECK,NJ076669998
  PC SUPPORT PROGRAMMING 170,000

HEART OF A NATION

1255 NEW HAMPSHIRE AVE NW APT 921
WASHINGTON,DC20036
  PC SUPPORT PROGRAMMING 33,333

HEBREW AT THE CENTER INC

550 COCHITUATE RD EAST WING 4TH FL
STE 25
FRAMINGHAM,MA01701
  PC SUPPORT PROGRAMMING 30,000

HEBREW FREE LOAN ASSOC

PO BOX 2752
SILVER SPRING,MD20915
  PC SUPPORT PROGRAMMING 18,000

HOUSE OF RUTH

5 THOMAS CIRCLE NW
WASHINGTON,DC20005
  PC SUPPORT PROGRAMMING 15,000

IMADI INC

1299 LAMBERTON DR UNIT 205
SILVER SPRING,MD20902
  PC SUPPORT PROGRAMMING 180

ISRAAID

PO BOX 61227
PALO ALTO,CA94306
  PC SUPPORT PROGRAMMING 18,000

ISRAEL ON CAMPUS COALITION

1100 17TH ST NW SUITE 700
WASHINGTON,DC20036
  PC SUPPORT PROGRAMMING 18,000

JCADA

PO BOX 2266
ROCKVILLE,MD20847
  PC SUPPORT PROGRAMMING 5,000

JEMS ACADEMY

1117 NE 163RD ST SUITE C
NO MIAMI BEACH,FL33162
  PC SUPPORT PROGRAMMING 1,800

JEWISH ACADEMY OF FINE ARTS (BERNSTEIN)

1401 ARCOLA AVE
SILVER SPRING,MD20902
  PC SUPPORT PROGRAMMING 1,000

JEWISH AGENCY FOR ISRAEL

633 THIRD AVENUE 21ST FLOOR
NEW YORK,NY10017
  PC SUPPORT PROGRAMMING 50,000

JEWISH BUSINESS NETWORK

443 WEST 44TH ST
NEW YORK,NY10036
  PC SUPPORT PROGRAMMING 50,000

JEWISH COMM RELATIONS COUNCIL

6101 EXECUTIVE BLVD SUITE 300
ROCKVILLE,MD20852
  PC SUPPORT PROGRAMMING 85,000

JEWISH COMMUNITY CENTER VAIL

450 E LIONSHEAD CIRCLE
VAIL,CO81657
  PC SUPPORT PROGRAMMING 1,800

JEWISH COMMUNITY FOUNDATION

6101 EXECUTIVE BLVD SUITE 100
N BETHESDA,MD20852
  PC SUPPORT PROGRAMMING 906,559

JEWISH CONTENT INC

59 MONTEBELLO ROAD
SUFFERN,NY10901
  PC SUPPORT PROGRAMMING 1,800

JEWISH FEDERATION OF GREATER WASHINGTON

6101 EXECUTIVE BLVD SUITE 100
N BETHESDA,MD20852
  PC SUPPORT PROGRAMMING 50,000

JEWISH LITERACY FOUNDATION

6313 GREEN MEADOW PKWY
BALTIMORE,MD21209
  PC SUPPORT PROGRAMMING 1,800

JEWISH NATIONAL FUND

42 EAST 69TH ST
NEW YORK,NY10021
  PC SUPPORT PROGRAMMING 50,000

JEWISH SOCIAL SERVICE AGENCY

200 WOOD HILL RD
ROCKVILLE,MD20850
  PC SUPPORT PROGRAMMING 30,000

JEWISHROC

11304 OLD GEORGETOWN RD
ROCKVILLE,MD20852
  PC SUPPORT PROGRAMMING 120,000

JEWISHROC CHESED

11304 OLD GEORGETOWN RD
ROCKVILLE,MD20852
  PC SUPPORT PROGRAMMING 108,000

JFT - JEWISH FUTURES FOUNDATION INC

918 AVENUE P
BROOKLYN,NY11223
  PC SUPPORT PROGRAMMING 1,033

JGIVE

43 LUBIN DR
LAKEWOOD,NJ08701
  PC SUPPORT PROGRAMMING 3,600

JTS STANDARDS AND BENCHMARKS

3080 BROADWAY
NEW YORK,NY10027
  PC SUPPORT PROGRAMMING 80,000

JUVENILE DIABETES RESEARCH FOUNDATION

1400 K STREET NW SUITE 725
WASHINGTON,DC20005
  PC SUPPORT PROGRAMMING 10,000

KEMP MILL SYNAGOGUE

11910 KEMP MILL RD
SILVER SPRING,MD20902
  PC SUPPORT PROGRAMMING 20,000

KENSINGTON VFD

10620 CONNECTICUT AVE
KENSINGTON,MD20895
  PC SUPPORT PROGRAMMING 500

KEREN HACHESSED

10711 HUNTWOOD DRIVE
SILVER SPRING,MD20901
  PC SUPPORT PROGRAMMING 19,250

KEREN HASHVIIS

26A CARNATION DR
LAKEWOOD,NJ08701
  PC SUPPORT PROGRAMMING 18,000

KIDS CONNECT

12030 SUNRISE VALLEY DR SUITE 450
RESTON,VA20191
  PC SUPPORT PROGRAMMING 2,000

KOBY MANDELL FOUNDATION

366 PEARSALL AVE SUITE 1
CEDARHURST,NY11516
  PC SUPPORT PROGRAMMING 15,000

LEKET ISRAEL

PO BOX 2090
TEANECK,NJ07666
  PC SUPPORT PROGRAMMING 80,000

LEV EXPERIENCE

6309 EXECUTIVE BLVD
ROCKVILLE,MD20852
  PC SUPPORT PROGRAMMING 30,000

M54

54 TURNER STREET
WALTHAM,MA02453
  PC SUPPORT PROGRAMMING 50,000

MARTHA'S TABLE

2375 ELVANS ROAD SE
WASHINGTON,DC20002
  PC SUPPORT PROGRAMMING 25,000

MARYLAND JEWISH EXPERIENCE

7403 DARTMOUTH AVE
COLLEGE PARK,MD20740
  PC SUPPORT PROGRAMMING 25,000

MELVIN J BERMAN HEBREW ACADEMY

13300 ARCTIC AVE
ROCKVILLE,MD20853
  PC SUPPORT PROGRAMMING 25,000

MEORDC INC

11723 STONINGTON PLACE
SILVER SPRING,MD20902
  PC SUPPORT PROGRAMMING 1,800

MESIVTA KESSER TORAH OF BALTIMORE

8400 PARK HEIGHTS AVE
PIKESVILLE,MD21208
  PC SUPPORT PROGRAMMING 5,000

MESORAH INC

10612 WOODSDALE DR
SILVER SPRING,MD20901
  PC SUPPORT PROGRAMMING 30,000

MIAMI ERUV COUNCIL INC

7055 BONITA DR
MIAMI,FL33141
  PC SUPPORT PROGRAMMING 180

MIKVAH EMUNAH SOCIETY

PO BOX 1714
SILVER SPRING,MD20915
  PC SUPPORT PROGRAMMING 1,500

MILTON GOTTESMAN JEWISH DAY SCHOOL

6045 16TH STREET NW
WASHINGTON,DC20011
  PC SUPPORT PROGRAMMING 11,000

MIRIAM'S KITCHEN

2401 VIRGINIA AVE NW
WASHINGTON,DC20037
  PC SUPPORT PROGRAMMING 25,000

MOMENTUM

6101 EXECUTIVE BLVD SUITE 240
ROCKVILLE,MD20852
  PC SUPPORT PROGRAMMING 1,387,500

NAMI

9210 CORPORATE BLVD SUITE 170
ROCKVILLE,MD20850
  PC SUPPORT PROGRAMMING 5,000

NE'EMAN FOUNDATION USA

867 BOYLSTON ST 5TH FLOOR
BOSTON,MA02116
  PC SUPPORT PROGRAMMING 30,000

NEVE MICHAEL CHILDREN'S VILLAGE

PO BOX 260067
PEMBROKE PINES,FL33026
  PC SUPPORT PROGRAMMING 822

NGO MONITOR

1121 N BETHLEHEM PIKE SUITE 60
SPRING HOUSE,PA19477
  PC SUPPORT PROGRAMMING 15,000

ONE ISRAEL FUND

445 CENTRAL AVE SUITE 210
CEDARHURST,NY11516
  PC SUPPORT PROGRAMMING 10,000

OPENDOR MEDIA

11110 W OAKLAND PARK STE 288
SUNRISE,FL33351
  PC SUPPORT PROGRAMMING 132,500

OPERATION EMBRACE FOUNDATION

350-C FORTUNE TERR PMB 209
POTOMAC,MD20854
  PC SUPPORT PROGRAMMING 21,500

ORTHODOX UNION

40 RECTOR ST 4TH FLOOR
NEW YORK,NY10006
  PC SUPPORT PROGRAMMING 160,000

PARDES INSTITUTE OF JEWISH STUDIES

228 PARK AVE S SUITE 35858
NEW YORK,NY100031502
  PC SUPPORT PROGRAMMING 50,000

PEF FOR LESHEM MIFALIM

2 ZEIT SHEMEN
EFRAT,EFRAT9045502
IS
  PC SUPPORT PROGRAMMING 30,000

PEF ISRAEL ENDOWMENT FUNDS INC

630 THIRD AVE 15TH FLOOR
NEW YORK,NY10017
  PC SUPPORT PROGRAMMING 35,360

PROJECT INSPIRE

915 CLIFTON AVENUE SUITE 7
CLIFTON,NJ07013
  PC SUPPORT PROGRAMMING 50,000

SAVE A CHILD'S HEART FOUNDATION

PO BOX 59172
POTOMAC,MD20859
  PC SUPPORT PROGRAMMING 10,000

SECURING AMERICAS FUTURE ENERGY

1111 19TH STREET NW SUITE 406
WASHINGTON,DC20036
  PC SUPPORT PROGRAMMING 50,000

SHIDDUCH CENTER OF BALTIMORE

5906 KEY AVE
BALTIMORE,MD21215
  PC SUPPORT PROGRAMMING 1,800

SHIVITI

10605 WOODSDALE DR
SILVER SPRING,MD20901
  PC SUPPORT PROGRAMMING 10,000

SHORESH INC

3723 OLD COURT RD SUITE 206
PIKESVILLE,MD21208
  PC SUPPORT PROGRAMMING 10,000

SHUVU RETURN

5218 16TH AVE
NEW YORK,NY11204
  PC SUPPORT PROGRAMMING 15,000

SILVER SPRING ERUV ASSOCIATION

707 LAMBERTON DR
SILVER SPRING,MD20902
  PC SUPPORT PROGRAMMING 100

SULAM

13300 ARCTIC AVE
ROCKVILLE,MD20853
  PC SUPPORT PROGRAMMING 36,000

SUNFLOWER BAKERY

5951 HALPINE RD
ROCKVILLE,MD20851
  PC SUPPORT PROGRAMMING 15,000

TEAM LIFELINE

151 WEST 30TH ST
NEW YORK,NY10001
  PC SUPPORT PROGRAMMING 180

THANK ISRAELI SOLDIERS

PO BOX 644735
PITTSBURGH,PA15264
  PC SUPPORT PROGRAMMING 85,000

TORAH LIVE

206A WYNATT STREET
LAKEWOOD,NJ08701
  PC SUPPORT PROGRAMMING 18,000

TORAH SCHOOL OF GREATER WASH

2010 LINDEN LANE
SILVER SPRING,MD20910
  PC SUPPORT PROGRAMMING 4,300

UMTTR

1401 ROCKVILLE PIKE SUITE 560
ROCKVILLE,MD20852
  PC SUPPORT PROGRAMMING 5,000

UNITED NATIONS WATCH

PO BOX 5872
WASHINGTON,DC20016
  PC SUPPORT PROGRAMMING 10,000

UPSTART BAY AREA

115 BROADWAY 5TH FLOOR
NEW YORK,NY10006
  PC SUPPORT PROGRAMMING 50,000

WOMANS NETWORK FOR SINGLE PARENTS

21 SHONNY DR
LAKEWOOD,NJ08701
  PC SUPPORT PROGRAMMING 5,000

YAD YEHUDA OF GREATER WASHINGTON

812 HYDE CT
SILVER SPRING,MD20902
  PC SUPPORT PROGRAMMING 15,000

YALDEI SHLUCHEI HAREBBE

353 KINGSTON AVE SUITE 302
BROOKLYN,NY11213
  PC SUPPORT PROGRAMMING 1,800

YAMBA MALAWI

244 FIFTH AVE SUITE 1280
NEW YORK,NY10001
  PC SUPPORT PROGRAMMING 50,000

YESHIVA OF GREATER WASHINGTON

2010 LINDEN LANE
SILVER SPRING,MD20910
  PC SUPPORT PROGRAMMING 100,000

YESHIVA UNIVERSITY

500 W 181 ST
NEW YORK,NY10033
  PC SUPPORT PROGRAMMING 3,688

YESHIVAT MAKOR CHAIM

1407 E 5TH ST
BROOKLYN,NY11230
  PC SUPPORT PROGRAMMING 25,000

YOUNG ISRAEL OF BAL HARBOUR

9580 ABBOTT AVE
SURFSIDE,FL33154
  PC SUPPORT PROGRAMMING 10,202

YOUNG ISRAEL SHOMRAI EMUNAH GREATER WASH

1132 ARCOLA AVE
SILVER SPRING,MD20902
  PC SUPPORT PROGRAMMING 1,800

ZEHAYOM

11701 FULHAM ST
SILVER SPRING,MD20902
  PC SUPPORT PROGRAMMING 2,500

ZICHRON ZVI ELIMELECH

75-04 169TH STREET
FLUSHING,NY11366
  PC SUPPORT PROGRAMMING 180

ZIONIST RABBINIC COALITION INC

10621 SOUTH GLEN RD
POTOMAC,MD20854
  PC SUPPORT PROGRAMMING 10,000
Total .................................right arrow 3a 7,407,420
bApproved for future payment

AMERICAN FRIENDS OF NATAL
1120 AVENUE OF THE AMERICAS
NEW YORK,NY10036
  PC SUPPORT PROGRAMMING 30,000

AMERICAN FRIENDS OF SHALVA ISRAEL INC
441 LEXINGTON AVE SUITE 602
NEW YORK,NY10017
  PC SUPPORT PROGRAMMING 180

JUVENILE DIABETES RESEARCH FOUNDATION
1400 K STREET NW SUITE 725
WASHINGTON,DC20005
  PC SUPPORT PROGRAMMING 8,000

YESHIVA UNIVERSITY
500 W 181 ST
NEW YORK,NY10033
  PC SUPPORT PROGRAMMING 67,965
Total ................................. right arrow 3b 106,145
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 ....     14 259,198  
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 -32,155  
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) .. 0 227,043 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
227,043
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
MAYBERG FOUNDATION INC
 
Employer identification number

81-4574465
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
MAYBERG FOUNDATION INC
 
Employer identification number
81-4574465
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
1
LOUIS MAYBERG
10295 COLLINS AVENUE UNIT 2208
 
BAL HARBOUR, FL33154

$ 10,752,755


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
MAYBERG FOUNDATION INC
 
Employer identification number

81-4574465
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
PUBLICLY-TRADED STOCK $ 3,941,285 2023-11-13
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
PUBLICLY-TRADED STOCK $ 2,820,129 2023-12-04
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
PUBLICLY-TRADED STOCK $ 2,993,322 2023-12-14
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
PUBLICLY-TRADED STOCK $ 998,019 2023-12-26
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
MAYBERG FOUNDATION INC
 
Employer identification number

81-4574465
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
MAYBERG FOUNDATION INC
EIN:
81-4574465
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 56,429 0   50,786

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 DepreciationSchedule
Name:
MAYBERG FOUNDATION INC
EIN:
81-4574465
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)
Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
LEASEHOLD IMPROVEMENTS 2016-12-01 21,805 3,401 SL 39.000000000000 559 0    
SIGNAGE 2016-12-01 3,416 2,969 SL 7.000000000000 447 0    
FURNITURE 2016-07-01 88,520 82,198 SL 7.000000000000 6,322 0    
WORKSTATION BUILDOUT 2018-06-01 3,800 2,489 SL 7.000000000000 543 0    
FURNITURE 2018-04-17 6,548 4,364 SL 7.000000000000 935 0    
FURNITURE 2020-07-01 45,179 16,135 SL 7.000000000000 6,454 0    
FURNITURE 2021-07-01 58,799 12,600 SL 7.000000000000 8,400 0    
FURNITURE 2022-01-17 1,653 216 SL 7.000000000000 236 0    
FURNITURE 2022-02-14 2,607 341 SL 7.000000000000 372 0    
FURNITURE 2022-05-17 18,811 1,568 SL 7.000000000000 2,687 0    
FURNITURE 2022-06-25 1,547 111 SL 7.000000000000 221 0    
SIGNAGE 2022-06-28 3,821 273 SL 7.000000000000 546 0    

TY 2023 InvestmentsCorpStockSchedule
Name:
MAYBERG FOUNDATION INC
EIN:
81-4574465
Name of Stock End of Year Book Value End of Year Fair Market Value
AXALTA COATING SYSTEMS LTD. (AXTA) 24,120 25,987
BNY MELLON INTL STK I (DISRX) 2,055,707 1,831,490
CROWN CASTLE INTL CORP (CCI) 2,994 1,728
GENERAL MTRS CO (GM) 125,844 80,604
JOHCM INTERNATIONAL SEL I (JOHIX) 2,071,178 1,625,250
LIONS GATE ENTMNT CORP CL B (LGF'B) 37,088 25,709
MIDDLEBY CORP DEL (MIDD) 47,619 36,645
OTIS WORLDWIDE CORP (OTIS) 12,225 12,973
PUBLIC STORAGE (PSA) 52,987 44,225
REGIONS FINANCIAL CORP NEW (RF) 128,424 116,629
SHERWIN WILLIAMS COMPANY OHIO (SHW) 58,937 54,271
U S BANCORP COM NEW (USB) 33,306 25,708
WALT DISNEY CO HLDG CO (DIS) 15,644 9,300
ZEBRA TECH CL-A (ZBRA) 85,323 40,180

TY 2023 InvestmentsOtherSchedule2
Name:
MAYBERG FOUNDATION INC
EIN:
81-4574465
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
NOTES RECEIVABLE FROM CHARITABLE ORGANIZATIONS AT COST 7,215,022 7,215,022

TY 2023 LandEtcSchedule2
Name:
MAYBERG FOUNDATION INC
EIN:
81-4574465
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
LEASEHOLD IMPROVEMENTS 21,805 3,960 17,845  
SIGNAGE 3,416 3,416 0  
FURNITURE 88,520 88,520 0  
WORKSTATION BUILDOUT 3,800 3,032 768  
FURNITURE 6,548 5,299 1,249  
FURNITURE 45,179 22,589 22,590  
FURNITURE 58,799 21,000 37,799  
FURNITURE 1,653 452 1,201  
FURNITURE 2,607 713 1,894  
FURNITURE 18,811 4,255 14,556  
FURNITURE 1,547 332 1,215  
SIGNAGE 3,821 819 3,002  


TY 2023 LegalFeesSchedule
Name:
MAYBERG FOUNDATION INC
EIN:
81-4574465
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 4,419 0   3,977


TY 2023 OtherAssetsSchedule
Name:
MAYBERG FOUNDATION INC
EIN:
81-4574465
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
SECURITY DEPOSIT 16,602 16,602 16,602


TY 2023 OtherExpensesSchedule
Name:
MAYBERG FOUNDATION INC
EIN:
81-4574465
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 1,080 0   972
CONFERENCES & CONVENTIONS 18,203 0   16,382
OFFICE MAINTENANCE 560 0   504
DATABASE AND SOFTWARE 39,764 0   35,788
EMPLOYEE, GUEST PARKING 18,108 0   16,297
HOSTED EVENTS 275,957 0   275,957
INFORMATION TECH. SUPPORT 27,130 0   24,417
INSURANCE 12,767 0   11,490
LIFE INSURANCE 167,455 0   0
MARKETING 57,944 0   57,944
MEALS & INCIDENTALS 1,956 0   1,760
MEMBERSHIP ORGANIZATIONS 5,259 0   4,733
MISCELLANEOUS 124 0   112
OFFICE ACCESSORIES 175 0   158
PAYROLL SERVICES 4,098 0   3,688
POSTAGE & DELIVERY 1,329 0   1,196
PROFESSIONAL DEVELOPMENT 40,135 0   36,122
CONTRACT LABOR 31,989 0   28,790
RESOURCES, MATERIALS 1,081 0   973
SUPPLIES 43,020 0   38,718
TELEPHONE, INTERNET 10,044 0   9,040
ADMINISTRATIVE 39,045 0   35,141
DOCUMENTARY FILM 65,922 0   65,922
OTHER DIRECT PROGRAM 14,275 0   14,275
DIRECT PROGRAM LABOR 603,773 0   603,773
MEETING EXPENSES 5,665 0   5,099
HR SERVICES 8,018 0   7,216


TY 2023 TaxesSchedule
Name:
MAYBERG FOUNDATION INC
EIN:
81-4574465
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL 95,899 0   86,308
EXCISE 30,026 0   0
FOREIGN TAX 32 0   0