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
TOPFER FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)3600 N CAPITAL OF TEXAS HWY 320B
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
AUSTIN, TX787463366
A Employer identification number

74-2961304
B Telephone number (see instructions)

(512) 329-6600
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$31,502,589J 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) 80,446
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 608,839 592,267  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 565,175
b Gross sales price for all assets on line 6a 2,697,148
7 Capital gain net income (from Part IV, line 2)... 427,265
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
613,113 69,159  
12 Total. Add lines 1 through 11........ 1,867,573 1,088,691  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 153,943 0   138,549
15 Pension plans, employee benefits....... 10,985 0   9,887
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
60,768 30,384   30,384
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
156,793 156,793   0
17 Interest............... 264 264   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
254,702 0   13,732
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
15,265 0  
20 Occupancy.............. 69,011 0   69,011
21 Travel, conferences, and meetings....... 16,884 0   16,884
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
300,405 274,705   25,700
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,039,020 462,146   304,147
25 Contributions, gifts, grants paid....... 1,676,328 1,676,328
26 Total expenses and disbursements. Add lines 24 and 25 2,715,348 462,146   1,980,475
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -847,775
b Net investment income (if negative, enter -0-) 626,545
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............. 345,035 519,238 519,238
2 Savings and temporary cash investments......... 2,040,103 1,078,838 1,078,838
3 Accounts receivable right arrow5,732
Less: allowance for doubtful accounts right arrow   53,497 5,732 5,732
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 6,058,366 Click to see attachment
List of Attached Documents:
// Content
5,245,188 		7,623,640
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).......... 20,511,605 Click to see attachment
List of Attached Documents:
// Content
21,504,986 		22,244,722
14 Land, buildings, and equipment: basis right arrow108,659
Less: accumulated depreciation (attach schedule) right arrow78,240 28,450 Click to see attachment
List of Attached Documents:
// Content
30,419 		30,419
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 29,037,056 28,384,401 31,502,589
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........ 45,676,225 45,676,225
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds -16,639,169 -17,291,824
29 Total net assets or fund balances (see instructions)..... 29,037,056 28,384,401
30 Total liabilities and net assets/fund balances (see instructions). 29,037,056 28,384,401
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
29,037,056
2
Enter amount from Part I, line 27a .....................
2
-847,775
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
195,120
4
Add lines 1, 2, and 3 ..........................
4
28,384,401
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
28,384,401
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 GAIN/LOSS FROM PARTNERSHIPS P    
b PUBLICLY TRADED SECURITIES P    
c PUBLICLY TRADED SECURITIES P    
d SALE OF ALTAIR GOF III, LLC P    
e SALE OF ALTAIR NET LEASE INCOME FUND LLC P    
SALE OF ALTAIR REAL ESTATE OPPS FUND INC P    
SALE OF OH LENOX SPRINGS INVESTMENTS LP 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 592,244   137,910 454,334
b 509,572   509,471 101
c 1,595,332   1,611,872 -16,540
d       3,289
e       -11,560
      -290
      -2,069
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       454,334
b       101
c       -16,540
d       3,289
e       -11,560
      -290
      -2,069
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 2 427,265
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 8,709
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 8,709
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 8,709
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 31,025
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 30,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 61,025
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 52,316
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow52,316 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
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 arrowTX
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.TOPFERFOUNDATION.ORG
14
The books are in care ofright arrowALAN TOPFER Telephone no.right arrow (512) 329-6600

Located atright arrow3600 N CAPITAL OF TX HWY BLDG B STE320AUSTINTX ZIP+4right arrow78746
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
MORTON TOPFER PRESIDENT (THRU 9/20/23)
0.50 		0 0 0
3600 N CAPITAL OF TX HWY BLDG B STE
320
AUSTIN,TX78746
ALAN TOPFER DIRECTOR, TREASURER
0.50 		0 0 0
3600 N CAPITAL OF TX HWY BLDG B STE
320
AUSTIN,TX78746
RICHARD TOPFER DIRECTOR, SECRETARY
0.50 		0 0 0
3600 N CAPITAL OF TX HWY BLDG B STE
320
AUSTIN,TX78746
JACQUELINE TOPFER HYNEK DIRECTOR
0.50 		0 0 0
3600 N CAPITAL OF TX HWY BLDG B STE
320
AUSTIN,TX78746
STEVE HYNEK DIRECTOR
0.50 		0 0 0
3600 N CAPITAL OF TX HWY BLDG B STE
320
AUSTIN,TX78746
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
MELANIE CAZIER PROGRAM OFFICER
25.00 		82,152 2,966 0
3600 N CAPITAL OF TX HWY BLDG B STE
320
AUSTIN,TX78746
CATHY MCCANN PROGRAM OFFICER
25.00 		71,791 2,774 0
3600 N CAPITAL OF TX HWY BLDG B STE
320
AUSTIN,TX78746
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
FIDELITY INVESTMENT ADVISORY FEES 150,752
499 WASHINGTON BLVD
JERSEY CITY,NJ07310
RSM US LLP ACCOUNTING FEES 60,768
19026 RIDGEWOOD PKWY STE 400
SAN ANTONIO,TX78259
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
29,055,329
b
Average of monthly cash balances.......................
1b
2,026,650
c
Fair market value of all other assets (see instructions)................
1c
29,615
d
Total (add lines 1a, b, and c).........................
1d
31,111,594
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
31,111,594
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
466,674
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
30,644,920
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,532,246
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
1,532,246
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
8,709
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
53,046
c
Add lines 2a and 2b............................
2c
61,755
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,470,491
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,470,491
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
1,470,491
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
1,980,475
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
1,980,475
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 1,470,491
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...... 925,522
b From 2019...... 917,691
c From 2020...... 1,646,451
d From 2021...... 1,272,525
e From 2022...... 1,373,950
f Total of lines 3a through e ........ 6,136,139
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,980,475
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..... 1,470,491
e Remaining amount distributed out of corpus 509,984
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 6,646,123
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) ... 		925,522
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		5,720,601
10 Analysis of line 9:
a Excess from 2019.... 917,691
b Excess from 2020.... 1,646,451
c Excess from 2021.... 1,272,525
d Excess from 2022.... 1,373,950
e Excess from 2023.... 509,984
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).)
MORTON TOPFER
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:
PLEASE VISIT THE WEBSITE AT TOPFERF
3600 N CAPITAL OF TX HWY STE B320
AUSTIN,TX78746
(512) 329-6600
ALAN_TOPFER@CASTLETOP.ORG
bThe form in which applications should be submitted and information and materials they should include:
PLEASE VISIT THE WEBSITE AT TOPFERFAMILYFOUNDATION.ORG FOR DETAILS
cAny submission deadlines:
PLEASE VISIT THE WEBSITE AT TOPFERFAMILYFOUNDATION.ORG FOR DETAILS
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
PLEASE VISIT THE WEBSITE AT TOPFERFAMILYFOUNDATION.ORG FOR DETAILS
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

ADVOCATE HEALTH AND HOSPITAL CORPORATION

2025 WINDSOR DR
OAKBROOK,IL60523 		  PC TO SUPPORT MENTAL HEALTH TREATMENT FOR CHILDREN WHO HAVE BEEN SEXUALLY ABUSED 20,000

ALMOST HOME KIDS

7 S 721 ROUTE 53
NAPERVILLE,IL60540 		  PC TO SUPPORT TRANSITIONAL AND RESPITE CARE FOR CHILDREN WITH COMPLEX HEALTH NEEDS AND GENERAL OPERATING NEEDS 25,250

ASSISTANCE LEAGUE OF AUSTIN TEXAS INC

4901 BURNET ROAD
AUSTIN,TX78756 		  PC TO SUPPORT ALA SCHOLARSHIP PROGRAM AND OPERATION SCHOOL BELL 28,000

AUSTIN COMMUNITY FOUNDATION FOR THE CAPITAL AREA

3036 S 1ST STREET
AUSTIN,TX78704 		  PC TO SUPPORT GENTERAL OPERATING EXPENSES 25,000

AUSTIN GROUPS FOR THE ELDERLY

3710 CEDAR STREET BOX 2
AUSTIN,TX78705 		  PC TO SUPPORT AGE'S THRIVE SOCIAL AND WELLNESS CENTERS 15,000

AVANCE

4900 GONZALES STREET
AUSTIN,TX78701 		  PC TO SUPPORT EDUCATION AND SUPPORT SERVICES 5,000

BABY2BABY

5830 JEFFERSON BLVD
LOS ANGELES,CA90016 		  PC TO SUPPORT GENERAL OPERATING EXPENSE 2,575

BAYAUD ENTERPRISES INC

333 W BAYAUD AVENUE
DENVER,CO80223 		  PC TO SUPPORT THE CREATION OF NEW JOBS FOR LOW-INCOME AND HOMELESS ADULTS 10,000

BELMONT UNIVERSITY

1900 BELMONT BLVD
NASHVILLE,TN37212 		  PC TO SUPPORT BELL TOWER SCHOLARSHIP FUND 10,000

BIG BROTHERS BIG SISTERS OF METROPOLITAN CHICAGO

130 S JEFFERSON SUITE 200
CHICAGO,IL60661 		  PC TO SUPPORT YOUTH MENTORING 20,000

BOY SCOUTS OF AMERICA CAPITAL AREA COUNCIL

12500 N IH 35
AUSTIN,TX78753 		  PC TO SUPPORT GENERAL OPERATING EXPENSES 52

CANDLELIGHT RANCH FOUNDATION

PO BOX 26367
AUSTIN,TX78755 		  PC TO SUPPORT CHILDREN IN NATURE: NATURE PROGRAMS FOR CHILDREN WITH DISABILITIES OR WHO ARE AT-RISK 5,000

CAPITAL OF TEXAS PUBLIC TELECOMMUNICATIONS COUNCIL

2504-B WHITIS
AUSTIN,TX78712 		  PC TO SUPPORT GENERAL OPERATING EXPENSES 170

CASA OF CENTRAL TEXAS INC

2725 HUNTER ROAD
SAN MARCOS,TX78666 		  PC TO SUPPORT ADVOCACY FOR HAYS COUNTY CHILDREN IN FOSTER CARE 10,000

CASA OF TRAVIS COUNTY INC

7600 CHEVY CHASE DR SUITE 200
AUSTIN,TX78752 		  PC TO SUPPORT CHILD ADVOCACY PROGRAM IN TRAVIS COUNTY 40,000

CASA OF WILLIAMSON COUNTY TEXAS

2100 SCENIC DRIVE SUITE 110
GEORGETOWN,TX78626 		  PC TO SUPPORT FOSTER CHILD ADVOCACY 5,000

CENTRAL TEXAS FOOD BANK

6500 METROPOLIS DR
AUSTIN,TX78744 		  PC TO SUPPORT HEALTHY OPTIONS PROGRAM FOR THE ELDERLY (HOPE), AND SUPPORT HOLIDAY NEEDS FOR CLIENTS 45,000

CHAMPIONS OFF THE FIELD

PO BOX 13165
AUSTIN,TX78711 		  PC TO SUPPORT FUND THE NEED 41,750

CHICAGO COMMUNITIES IN SCHOOLS INC

815 W VAN BUREN STREET SUITE 300
CHICAGO,IL60607 		  PC TO SUPPORT PROGRAMS THAT LINK COMMUNITY RESOURCES TO YOUTH AND FAMILIES IN SCHOOL SETTINGS 20,000

CHILDREN'S DIAGNOSTIC & TREATMENT CENTER INC

1401 S FEDERAL HIGHWAY
FORT LAUDERDALE FL,FL33316 		  PC TO PROVIDE PRIMARY MEDICAL AND DENTAL SERVICES FOR YOUTH WITH SPECIAL HEALTH CARE NEEDS 50,000

CHILDREN'S MEDICAL CENTER FOUNDATION OF CENTRAL TEXAS

4900 MUELLER BLVD
AUSTIN,TX78723 		  PC TO SUPPORT THE HERE CAMPAIGN, FUND THE NEED, AND TOPFER FAMILY FOUNDATION ENDOWMENT FOR CHILDREN'S MEDICAL CENTER FOUNDATION OF CENTRAL TEXAS. 123,500

CHILDS VOICE SCHOOL

180 HANSEN CT
WOOD DALE,IL60191 		  PC TO SUPPORT THE EARLY INTERVENTION PROGRAM FOR CHILDREN AGES 0-3 WITH HEARING LOSS 5,000

COKER UNITED METHODIST CHURCH

231 E NORTH LOOP ROAD
SAN ANTONIO,TX78216 		  PC TO SUPPORT GENERAL OPERATING EXPENSES 103

COMMUNITIES IN SCHOOLS - CENTRAL TEXAS INC

3000 SOUTH IH-35 SUITE 200
AUSTIN,TX78704 		  PC TO SUPPORT CAPITAL CAMPAIGN, HOLIDAY NEEDS FOR CLIENTS, FUND THE NEED, AND CIS STUDENT LEADERSHIP, POST-SECONDARY ACCESS, AND SUCCESS. 155,100

CRADLES TO CRAYONS INC

2500 W BRADLEY PLACE
CHICAGO,IL60618 		  PC TO SUPPORT READY FOR LEARNING, A PROGRAM THAT PROVIDES LOCAL CHILDREN WITH SCHOOL SUPPLIES 25,000

CREATIVE ACTION

1023 SPRINGDALE ROAD BLDG 3 SUITE A
AUSTIN,TX78721 		  PC TO SUPPORT ARTS EDUCATION PROGRAMS FOR YOUTH 8,500

DANNY DID FOUNDATION

3008 CENTRAL STREET SUITE 203
EVANSTON,IL60201 		  PC TO PROVIDE SEIZURE MONITORING DEVICES FOR CHILDREN WITH EPILEPSY 5,000

DUPAGE FOUNDATION

3000 WOODCREEK DR SUITE 310
DOWNERS GROVE,IL605155401 		  PC NGI - OUTREACH HOUSE DONATION 25

EASTER SEALS DUPAGE FOX VALLEY

830 S ADDISON AVENUE
VILLA PARK,IL60181 		  PC TO PROVIDE THERAPY AND SUPPORTIVE SERVICES TO CHILDREN WITH DEVELOPMENTAL DELAYS 25,000

FOCUS POINTS FAMILY RESOURCE CENTER

2501 E 48TH AVENUE
DENVER,CO80216 		  PC TO SUPPORT WRAP-AROUND SERVICES FOR FAMILIES, INCLUDING EMPLOYMENT, CHILDCARE, LITERACY AND PARENT SUPPORT 5,000

FORT LAUDERDALE INDEPENDENCE TRAINING EDUCATION (FLITE) CENTER

5201 NW 33RD AVENUE
FORT LAUDERDALE,FL33309 		  PC TO PROVIDE SAFE, TRANSITIONAL HOUSING FOR YOUTH EXPERIENCING IMMINENT HOMELESSNESS 50,000

FOSTER ANGELS OF CENTRAL TEXAS FOUNDATION

PO BOX 152575
AUSTIN,TX78715 		  PC TO SUPPORT CHILDREN AND YOUTH IN CENTRAL TEXAS FOSTER CARE 25,000

FOUNDATION COMMUNITIES

3000 S IH 35 SUITE 300
AUSTIN,TX78704 		  PC TO SUPPORT TWO YEARS OF PRE-DEVELOPMENT SUPPORT FOR NINE FOUNDATION COMMUNITIES AFFORDABLE HOUSING SITES. AFFORDABLE HOUSING COMMUNITIES. 125,000

GEORGETOWN HERITAGE SOCIETY

PO BOX 1265
GEORGETOWN,TX78627 		  PC TO SUPPORT GENERAL OPERATING EXPENSES 65

GRACE EPISCOPAL CHURCH

1314 E UNIVERSITY AVE
GEORGETOWN,TX78626 		  PC TO SUPPORT GENERAL OPERATING 2,569

HALF HELEN FOUNDATION

7801 N LAMAR BLVD STE F-34
AUSTIN,TX78752 		  PC TO SUPPORT OPTICAL PRIME: TRANSFORMING VISION CARE FOR CHILDREN EXPERIENCING POVERTY 5,000

HELPING ABUSED NEGLECTED DISADVANTAGED YOUTH - HANDY INC

1717 NORTH ANDREWS AVE
FORT LAUDERDALE,FL33311 		  PC TO SUPPORT TRANSPORTATION COSTS FOR YOUTH ATTENDING PROGRAMS 40,000

HELPING HAND HOME FOR CHILDREN

3804 AVENUE B
AUSTIN,TX78751 		  PC TO SUPPORT BUILDING A FUTURE OF HOPE CAPITAL CAMPAIGN, THERAPEUTIC RESIDENTIAL TREATMENT FOR ABUSED AND NEGLECTED CHILDREN, AND HOLIDAY NEEDS FOR CLIENTS. 5,000

HOPE ALLIANCE

1011 GATTIS SCHOOL RD STE 110
ROUND ROCK,TX78664 		  PC TO SUPPORT VITAL SERVICES FOR CHILDREN AND FAMILIES OF VIOLENCE 5,000

HOSPICE AUSTIN

4107 SPICEWOOD SPRINGS RD
AUSTIN,TX78759 		  PC TO SUPPORT GENERAL OPERATING EXPENSES (BEAUTY OF LIFE), HOSPICE ACCESS FOR ALL PROGRAM (HAAP), AND CAMP BRAVEHEART. 58,537

HUEBNER PTA

16311 HUEBNER ROAD
SAN ANTONIO,TX78248 		  PC TO SUPPORT GENERAL OPERATING EXPENSES 352

IMAGINATION THEATER

1020 W BRYN MAWR AVE
CHICAGO,IL60640 		  PC TO SUPPORT AN IN-SCHOOL CHILD SEXUAL ABUSE PREVENTION PROGRAM 10,000

INFANT WELFARE SOCIETY OF CHICAGO

3600 WEST FULLERTON AVENUE
CHICAGO,IL60647 		  PC TO SUPPORT CHILD DEVELOPMENT AND SUPPORT SERVICES FOR LOW-INCOME FAMILIES 12,500

INNER-CITY COMPUTER STARS FOUNDATION

750 N ORLEANS ST SUITE 500
CHICAGO,IL60654 		  PC TO SUPPORT A PROGRAM THAT PREPARES LOW-INCOME, INNER-CITY YOUNG ADULTS FOR CAREERS IN TECHNOLOGY 10,000

JEREMIAH PROGRAM

1200 PAUL TERESA SALDANA STREET
AUSTIN,TX78702 		  PC TO SUPPORT HOLIDAY NEEDS FOR CLIENTS 2,500

JEWISH COMMUNITY ASSOCIATION OF AUSTIN

7300 HART LANE
AUSTIN,TX78731 		  PC TO SUPPORT CASE MANAGEMENT AND SERVICES FOR OLDER ADULTS 12,500

JOLIET AREA COMMUNITY HOSPICE CORPORATION

250 WATER STONE CIRCLE
JOLIET,IL604318313 		  PC TO SUPPORT HOSPICE AND PALLIATIVE CARE FOR MEDICALLY-FRAGILE CHILDREN 12,500

JUVENILE PROTECTIVE ASSOCIATION

1707 NORTH HALSTED ST
CHICAGO,IL60614 		  PC TO SUPPORT MENTAL HEALTH COUNSELING FOR LOW-INCOME YOUTH 20,000

KUT

300 W DEAN KEATON
AUSTIN,TX78712 		  PC TO SUPPORT GENERAL OPERATING EXPENSES 205

LITTLE FRIENDS INC

27555 DIEHL ROAD
WARRENVILLE,IL60555 		  PC TO SUPPORT A RESPITE PROGRAM FOR FAMILIES OF CHILDREN WITH SPECIAL NEEDS 5,000

LYDIA HOME ASSOCIATION

4300 W IRVING PARK RD
CHICAGO,IL60641 		  PC TO SUPPORT A PROGRAM WHICH HELPS TO PREVENT CHILD ABUSE AND NEGLECT IN FAMILIES EXPERIENCING CRISIS SITUATIONS BY PROVIDING SAFE, TEMPORARY HOMES FOR CHILDREN AND SUPPORT SERVICES FOR PARENTS 25,000

MARATHON KIDS INC

4544 SOUTH LAMAR BOULEVARD BLDG 300
SUITE 350
AUSTIN,TX78745 		  PC TO SUPPORT EVIDENCE BASED YOUTH RUNNING PROGRAM IN AUSTIN TITLE 1 SCHOOLS 3,500

MEALS ON WHEELS AND MORE

3227 EAST 5TH STREET
AUSTIN,TX78702 		  PC TO SUPPORT MEALS ON WHEELS FOR SENIORS 55,000

MISERICORDIA FAMILY ASSOCIATION

6300 N RIDGE AVE
CHICAGO,IL606601017 		  PC TO SUPPORT GENERAL OPERATING EXPENSES 100

MOBILE LOAVES & FISHES INC

9301 HOG EYE ROAD
AUSTIN,TX78724 		  PC HARD CONSTRUCTION COSTS FOR PHASE 3, HOLIDAY NEED FOR CLIENTS, AND GENERAL OPERATING EXPENSES 76,954

NAMI OF DUPAGE COUNTY ILLINOIS

115 N COUNTY FARM RD
WHEATON,IL60187 		  PC TO SUPPORT AN INTERVENTION PROGRAM THAT IDENTIFIES AND ADDRESSES CHILDREN AT RISK OF SERIOUS MENTAL ILLNESS IN MIDDLE AND HIGH SCHOOLS 10,000

NEW MOMS INC

5317 W CHICAGO AVENUE
CHICAGO,IL60651 		  PC TO SUPPORT PARENTING SKILLS DEVELOPMENT AND HOUSING FOR HOMELESS AND AT-RISK ADOLESCENT MOTHERS AND THEIR CHILDREN 40,000

NOVANT HEALTH INC

2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC271035614 		  PC KIDS WITH POSSABILITIES 158

O'HANA HERITAGE FOUNDATION

53131 QUINCE ROAD
SOUTH BEND,IN46628 		  PC TO SUPPORT GENERAL OPERATING EXPENSES 206

PACE CENTER FOR GIRLS BROWARD

2225 N ANDREWS AVENUE
WILTON MANORS,FL33311 		  PC TO PROVIDE BEHAVIORAL AND MENTAL HEALTH COUNSELING SERVICES FOR TEENAGE GIRLS 50,000

ROCKY MOUNTAIN CHILDREN'S LAW CENTER

650 SOUTH CHERRY STREET SUITE 425
DENVER,CO80246 		  PC TO PROVIDE LEGAL SERVICES AND ADVOCACY TO SUPPORT CHILDREN AND YOUTH WHO HAVE EXPERIENCED TRAUMA AND THEIR CAREGIVERS 5,000

RONALD MCDONALD HOUSE CHARITIES - CHICAGOLAND AND NORTHWEST INDIANA CHAPTER

1301 22ND ST SUITE 905
OAK BROOK,IL60523 		  PC TO SUPPORT GENERAL OPERATING EXPENSES 2,500

RONALD MCDONALD HOUSE CHARITIES OF AUSTIN AND CENTRAL TEXAS

1315 BARBARA JORDAN BLVD
AUSTIN,TX78723 		  PC TO SUPPORT HOLIDAY NEEDS FOR CLIENTS 2,500

RONALD MCDONALD HOUSE CHARITIES OF CENTRAL INDIANA INC

435 LIMESTONE ST
INDIANAPOLIS,IN462022819 		  PC TO SUPPORT GENERAL OPERATING EXPENSES 616

SAMARITAN CENTER FOR COUNSELING AND PASTORAL CARE INC

8956 RESEARCH BLVD BLDG 2
AUSTIN,TX78758 		  PC TO SUPPORT MENTAL HEALTH SERVICES FOR CHILDREN AND WHOLE FAMILIES 15,000

SCHOLARS UNLIMITED

3705 E 40TH AVENUE
DENVER,CO80218 		  PC TO SUPPORT AN AFTER-SCHOOL AND SUMMER LITERACY PROGRAM FOR K-5TH GRADE STUDENTS 10,000

SECOND HELPINGS

1121 SOUTHEASTERN AVE
INDIANAPOLIS,IN46202 		  PC TO SUPPORT GENERAL OPERATING EXPENSES 100

SEEDLING FOUNDATION

8001 CENTRE PARK DRIVE SUITE 140
AUSTIN,TX78754 		  PC TO SUPPORT MENTORING FOR CHILDREN WITH AN INCARCERATED PARENT 5,000

SMITH MAGENIS RESEARCH FOUNDATION

PO BOX 661
GEORGETOWN,CT06829 		  PC TO SUPPORT GENERAL OPERATING EXPENSES 103

ST LOUISE HOUSE

PO BOX 150637
AUSTIN,TX78715 		  PC TO SUPPORT HOLIDAY NEEDS FOR CLIENTS 2,500

ST MICHAEL'S CATHOLIC SCHOOL

3000 BARTON CREEK BLVD
AUSTIN,TX78735 		  PC TO SUPPORT GENERAL OPERATING EXPENSES 1,030

TEXAS ADVOCACY PROJECT INC

3721 EXECUTIVE CENTER DRIVE SUITE
215
AUSTIN,TX78731 		  PC TO SUPPORT OF THE MENTAL HEALTH AND LEGAL NEEDS OF FAMILY VIOLENCE SURVIVORS IN TEXAS 5,000

TEXAS CHRISTIAN UNIVERSITY

TCU BOX 297044
FORT WORTH,TX76129 		  PC TO SUPPORT SCHOLARSHIP FUND FOR FIRST TIME COLLEGE STUDENTS 20,000

THE HAP FOUNDATION INC

18140 BUTTERFIELD ROAD SUITE 1120
OAKBROOK TERRACE,IL601814843 		  PC TO SUPPORT THE MISSING PIECES PROGRAM THAT PROVIDES FAMILIES WITH GRIEF NAVIGATION FOLLOWING CHILD LOSS 10,208

THE SETTLEMENT HOME

1600 PAYTON GIN ROAD
AUSTIN,TX78758 		  PC TO SUPPORT TRAUMA-INFORMED RESIDENTIAL CARE AND EDUCATION 50,000

THE THINKERY

1830 SIMOND AVE
AUSTIN,TX78723 		  PC TO SUPPORT OPEN DOOR INITIATIVE: ACCESS TO STEAM EDUCATION 5,000

THERAPEUTIC HORSES OF SARATOGA

683 ROUTE 29
SARATOGA SPRINGS,NY128665403 		  PC SPONSORSHIP OF KICK-OFF PARTY AND CASINO LOUNGE EVENT 5,000

TRAVIS COUNTY CHILDREN'S ADVOCACY CENTER

8509 FM 969 BUILDING 2
AUSTIN,TX78724 		  PC TO SUPPORT BILINGUAL FAMILY ADVOCACY PROGRAM 15,000

TRAVIS COUNTY DOMESTIC VIOLENCE AND SEXUAL ASSAULT SURVIVAL CENTER

PO BOX 19454
AUSTIN,TX78760 		  PC TO SUPPORT HOLIDAY NEEDS FOR CLIENTS 5,000

TUNNELS TO TOWERS

2361 HYLAN BLVD
STATEN ISLAND,NY10306 		  PC TO SUPPORT GENERAL OPERATING EXPENSES 10,000

URBAN PEAK DENVER

2100 STOUT ST
DENVER,CO80205 		  PC TO PROVIDE HOUSING AND SUPPORT SERVICES FOR HOMELESS YOUTH 15,000

WOMEN IN DISTRESS OF BROWARD COUNTY INC

5295 NE 2ND TER
LIGHTHOUSE POINT,FL33074 		  PC TO SUPPORT THE CHILDRENS ENRICHMENT CENTER, OFFERING LOW-INCOME PARENTS DEPENDABLE ON-SITE CHILDCARE 52,500

WONDERS & WORRIES INC

9101 BURNET ROAD SUITE 205
AUSTIN,TX78758 		  PC TO SUPPORT LOW-INCOME CHILDREN COPING WITH A PARENTAL ILLNESS 4,000

WOUNDED WARRIOR PROJECT INC

4899 BELFORT RD STE 300
JACKSONVILLE,FL322566033 		  PC TO SUPPORT GENERAL OPERATING FUNDS 10,000

YOUTH AND FAMILY ALLIANCE

3700 SOUTH 1ST
AUSTIN,TX78704 		  PC TO SUPPORT HOLIDAY NEEDS FOR CLIENTS 5,100

YOUTH GUIDANCE

1 N LASALLE STREET SUITE 900
CHICAGO,IL60602 		  PC TO SUPPORT YOUTH GUIDANCE'S FLAGSHIP YOUTH GROUP COUNSELING AND CLINICAL MENTORING PROGRAMS 20,000

YOUTH OUTLOOK

1828 OLD NAPERVILLE ROAD
NAPERVILLE,IL60563 		  PC TO PROVIDE SUPPORT AND EDUCATION FOR LGBTQ+ YOUTH 7,500
Total .................................right arrow 3a 1,676,328
bApproved for future payment

ANY BABY CAN FAMILY RESOURCE CENTER
6207 SHERIDAN AVE
AUSTIN,TX78723 		  PC TO SUPPORT NURSE-FAMILY PARTNERSHIP (NFP) 30,000

AUSTIN COMMUNITY FOUNDATION FOR THE CAPITAL AREA
3036 S 1ST STREET
AUSTIN,TX78704 		  PC TO SUPPORT ACCESS TO HEALTHCARE PROGRAMS AND SERVICES FOR LOW-INCOME CENTRAL TEXAS WORKING MUSICIANS. 10,000

BREAKTHROUGH
1050 EAST 11TH STREET SUITE 350
AUSTIN,TX78702 		  PC TO SUPPORT LOW-INCOME STUDENTS EXPLORING TRADE, VOCATIONAL, LICENSE, OR CERTIFICATE POSTSECONDARY PATHWAYS 30,000

CAPITAL IDEA
835 N PLEASANT VALLEY RD 3RD FLOOR
AUSTIN,TX78702 		  PC TO SUPPORT CAREER EDUCATION FOR LOW-INCOME ADULTS 40,000

GIRLS EMPOWERMENT NETWORK
PO BOX 3122
AUSTIN,TX78764 		  PC TO SUPPORT GIRL CONNECT 10,000

HAND TO HOLD
12325 HYMEADOW DR SUITE 4 102
AUSTIN,TX78750 		  PC TO SUPPORT NICU PARENT COUNSELING IN AUSTIN, TEXAS 5,000

HELPING HAND HOME FOR CHILDREN
3804 AVENUE B
AUSTIN,TX78751 		  PC TO SUPPORT BUILDING A FUTURE OF HOPE CAPITAL CAMPAIGN, THERAPEUTIC RESIDENTIAL TREATMENT FOR ABUSED AND NEGLECTED CHILDREN. 99,000

HILLEL FOUNDATION
2105 SAN ANTONIO STREET
AUSTIN,TX78705 		  PC TO SUPPORT LEADERSHIP DEVELOPMENT AND MENTAL HEALTH COUNSELOR 30,000

JUNIOR LEAGUE OF AUSTIN
5330 BLUFFSTONE LANE
AUSTIN,TX78759 		  PC TO SUPPORT FOOD IN TUMMIES: WEEKEND FOOD FOR KIDS IN NEED 3,500

RONALD MCDONALD HOUSE CHARITIES OF AUSTIN AND CENTRAL TEXAS
1315 BARBARA JORDAN BLVD
AUSTIN,TX78723 		  PC TO SUPPORT KEEPING FAMILIES CLOSE TO THEIR HOSPITALIZED CHILDREN 12,500

SKILLPOINT ALLIANCE
8868 RESEARCH BLVD STE 505
AUSTIN,TX78758 		  PC TO SUPPORT THE EXPANSION OF SKILLPOINTS REACH AND CAPACITY TO REDUCE POVERTY IN CENTRAL TEXAS 40,000

ST LOUISE HOUSE
PO BOX 150637
AUSTIN,TX78715 		  PC TO SUPPORT SUPPORTIVE HOUSING FOR WOMEN AND THEIR CHILDREN 25,000

THE ARC OF THE CAPITAL AREA
1106 CLAYTON LN STE 215E
AUSTIN,TX78723 		  PC TO SUPPORT EMPLOYMENT SERVICES 10,000

THE AUSTIN YOUNG MEN'S BUSINESS LEAGUE SUNSHINE CAMPS
2225 ANDREW ZILKER ROAD
AUSTIN,TX78746 		  PC TO SUPPORT EXPANSION OF ASCS SUMMER CAMP PROGRAM 15,000

THE UNIVERSITY OF TEXAS CHARLES A DANA CENTER
9011 MOUNTAIN RIDGE DR SUITE 150
AUSTIN,TX78759 		  PC TO SUPPORT LITERACY FIRST: EARLY LITERACY INTERVENTION PROGRAM 15,000

TRAVIS COUNTY DOMESTIC VIOLENCE AND SEXUAL ASSAULT SURVIVAL CENTER
PO BOX 19454
AUSTIN,TX78760 		  PC TO SUPPORT SUPPORTIVE HOUSING PROGRAM AND COUNSELING SERVICES 100,000

YOUTH AND FAMILY ALLIANCE
3700 SOUTH 1ST
AUSTIN,TX78704 		  PC TO SUPPORT REDUCTION OF YOUTH HOMELESSNESS AND IMPACTFUL VOICES PROGRAM 75,000
Total ................................. right arrow 3b 550,000
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 .... 523000 16,572 14 427,265  
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 .....     18 575,025  
8 Gain or (loss) from sales of assets other than
inventory ............ 		523000 137,910 18 562,526  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    18    
bPARTNERSHIP INCOME     18 -88,841  
cPARTNERSHIP ND EXP     18 -257  
dPARTNERSHIP INCOME - UBI 523000 127,186 18    
e
12 Subtotal. Add columns (b), (d), and (e) .. 281,668 1,475,718 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,757,386
(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
TOPFER FAMILY FOUNDATION
 
Employer identification number

74-2961304
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
TOPFER FAMILY FOUNDATION
  		Employer identification number
74-2961304
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
ALAN TOPFER
3718 HUNTERWOOD POINT
 
AUSTIN, TX78746

$ 80,446


(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
TOPFER FAMILY FOUNDATION
  		Employer identification number

74-2961304
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
 315 SHARES OF SPDR S&P 500 ETF TRUST $ 148,337 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
TOPFER FAMILY FOUNDATION
  		Employer identification number

74-2961304
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:
TOPFER FAMILY FOUNDATION
EIN:
74-2961304
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 60,768 30,384   30,384

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

TY 2023 DepreciationSchedule
Name:
TOPFER FAMILY FOUNDATION
EIN:
74-2961304
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
COMPUTER EQUIPMENT 2015-08-05 3,249 3,249 SL 5.000000000000 0 0    
LEASEHOLD IMPROVEMENTS 2007-06-30 48,067 19,617 SL 39.000000000000 1,232 0    
FURNITURE 2007-06-30 20,138 20,138 SL 7.000000000000 0 0    
COMPUTER EQUIPMENT 2004-06-30 1,210 1,210 SL 5.000000000000 0 0    
COMPUTER EQUIPMENT 2008-06-30 3,725 3,725 SL 5.000000000000 0 0    
COMPUTER EQUIPMENT 2010-04-15 6,968 6,968 SL 5.000000000000 0 0    
COMPUTER SOFTWARE 2004-06-30 8,068 8,068 SL 3.000000000000 0 0    
OFFICE RENOVATION 2023-07-01 17,234   SL 7.000000000000 14,033 0    

TY 2023 InvestmentsCorpStockSchedule
Name:
TOPFER FAMILY FOUNDATION
EIN:
74-2961304
Name of Stock End of Year Book Value End of Year Fair Market Value
ISHARES TR RUS 1000 GRW ETF (IWF) 245,150 803,401
SPDR S&P500 ETF TRUST TRUST UNIT 456,230 1,234,855
JPMORGAN INCOME FUND CLASS I (JMSIX) 218,035 219,515
PIMCO INCOME FUND INSTITUTIONAL FUND 690,458 694,359
SPDR SER TR S&P BIOTECH 459,810 309,717
VANECK ETF TR VANECK GOLD MINERS 3 3
INVESCO QQQ TR UNIT SER 1 1,597,220 1,869,725
ISHARES TR RUS 1000 GRW ETF 1,369,445 2,001,141
SPDR S&P500 ETF TRUST TRUST UNIT 208,837 490,924

TY 2023 InvestmentsOtherSchedule2
Name:
TOPFER FAMILY FOUNDATION
EIN:
74-2961304
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
2022 OHT INVESTMENTS-A, LP AT COST 476,696 476,696
2323 SOUTH LAMAR LANDCO LLC AT COST 250,000 250,000
AJ CAPITAL REAL ESTATE FUND II, LP AT COST 1,929,116 1,914,938
ALTAIR - DSO, LLC AT COST 35,156 35,146
ALTAIR - FCO II, LLC AT COST 16,682 28,593
ALTAIR - FCO III, LLC AT COST 92,263 92,218
ALTAIR COMMERCIAL REAL ESTATE LENDING FUND II (PRIME), LLC AT COST 127,435 127,434
ALTAIR DIRECT LENDING FUND, LLC AT COST 232,165 235,286
ALTAIR MULTI-FAMILY OPPORTUNITIES FUND IV (GREYSTAR), LLC AT COST 35,973 40,058
ALTAIR SPECIAL OPPORTUNITIES FUND II, LLC AT COST 13,623 13,627
ALTAIR SPECIAL OPPORTUNITIES FUND III (C5), LLC AT COST 764,152 781,632
ALTAIR SPECIAL SITUATIONS FUND II-A AT COST 904,015 971,308
ASCENT AT AUTUMN GLEN INVESTORS DB, LLC AT COST 89,001 89,001
BLUE OWL GP STAKES V OFFSHORE INVESTORS LP AT COST 645,636 645,636
BRIDGE SENIORS HOUSING CO-INVESTMENT FUND II FEEDER, LP AT COST 572,114 611,910
FORTRESS CREDIT OPPORTUNITIES FUND IV (B) LP AT COST 404,012 404,358
FORTRESS CREDIT OPPORTUNITIES FUND V (A) LP AT COST 1,197,325 1,197,325
FORTRESS REAL ESTATE OPPORTUNITIES FUND (B) LP AT COST 18,299 18,149
FORTRESS REAL ESTATE OPPORTUNITIES FUND II (B) LP AT COST 207,621 207,889
FORTRESS REAL ESTATE OPPORTUNITIES FUND III (B) LP AT COST 904,647 904,647
HARBERT SENIORS HOUSING FUND II, LP AT COST 265,197 265,197
HENDERSON PARK REAL ESTATE FUND I TE LP AT COST 1,141,836 1,111,531
IEQ CAPITAL ACCESS FUND - BRIDGE MULTIFAMILY FUND IV (TE), L.P. AT COST 1,451,304 1,451,304
IEQ CAPITAL ACCESS FUND - FORTRESS LENDING FUND (TE), L.P. AT COST 553,684 554,709
IEQ CAPITAL ACCESS FUND - FP CREDIT PARTNERS (TE), L.P. AT COST 565,545 565,545
LIVE OAK MCKALLA PARTNERS, LP AT COST 245,633 245,633
OH BRENTWOOD LP AT COST 608,104 608,104
OH BULVERDE LP AT COST 137,476 137,476
OH FOREMOST LP AT COST 342,195 342,195
OH MAPLEWOOD, LP AT COST 167,646 167,646
OHNP INVESTMENTS LLC AT COST 6,948 6,948
OHT TIMBERGROVE INVESTMENTS, LLC AT COST 229,932 229,932
OVATION ALTERNATIVE INCOME FUND LP AT COST 182,305 162,626
RPM MULTI-FAMILY FUND I, LLC AT COST 377,109 377,109
STONEHILL STRATEGIC HOTEL CREDIT OPPORTUNITY QP FUND AT COST 240,999 241,864
OHT TIMBERGROVE INVESTMENTS II, LLC AT COST 150,758 150,758
OHT GRAND RESERVE LP AT COST 250,000 250,000
OHT MERCHANT II-A LP AT COST 273,534 273,534
614 S 1ST STREET AT COST 133,390 133,390
BRIDGE MF & COMM OFFICE FUND III INT'L A LP AT COST 0 211,952
BRIDGE SENIOR HOUSING & MEDICAL PROPERTIES FUND INT'L LP AT COST 599,510 678,830
NET LEASE PRIVATE REIT XII AT COST 341,670 341,670
SPC OPPORTUNITIES PARALLEL FEEDER FUND LP AT COST 680,542 680,542
ALTAIR EUROPEAN REAL ESTATE OPPORTUNITY FUND AT COST 395,468 138,706
GOLUB CAPITAL PARTNERS INT'L 10 AT COST 391,019 866,229
GOLUB CAPITAL PARTNERS INT'L 11 AT COST 306,680 434,610
POMONA CAPITAL PARTNERS AT COST 515,671 515,671
IEQ CAPITAL ACCESS FUND-PA SECONDARY VI AT COST 649,663 649,663
IEQ CAPITAL ACCESS FUND-BRP SECONDARY IV AT COST 868,537 868,537
JP MORGAN OTHER INVESTMENTS AT COST 448,431 468,691
DISTRIBUTION RECEIVABLE AT COST 68,269 68,269

TY 2023 LandEtcSchedule2
Name:
TOPFER FAMILY FOUNDATION
EIN:
74-2961304
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
COMPUTER EQUIPMENT 3,249 3,249 0  
LEASEHOLD IMPROVEMENTS 48,067 20,849 27,218  
FURNITURE 20,138 20,138 0  
COMPUTER EQUIPMENT 1,210 1,210 0  
COMPUTER EQUIPMENT 3,725 3,725 0  
COMPUTER EQUIPMENT 6,968 6,968 0  
COMPUTER SOFTWARE 8,068 8,068 0  
OFFICE RENOVATION 17,234 14,033 3,201  


TY 2023 OtherExpensesSchedule
Name:
TOPFER FAMILY FOUNDATION
EIN:
74-2961304
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TELEPHONE 1,165 0   1,165
OFFICE SUPPLIES 332 0   332
COMPUTER SERVICES 3,592 0   3,592
EQUIPMENT RENTAL 2,040 0   2,040
SOFTWARE EXPENSE 9,500 0   9,500
INSURANCE 8,454 0   8,454
SUBSCRIPTIONS 567 0   567
MISCELLANEOUS 50 0   50
PARTNERSHIP EXPENSES 274,705 274,705   0


TY 2023 OtherIncomeSchedule2
Name:
TOPFER FAMILY FOUNDATION
EIN:
74-2961304
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
EXCESS DISTRIBUTIONS FROM GOLUB LIQUIDATION 575,025 158,000 575,025
PARTNERSHIP INCOME -88,841 -88,841 -88,841
PARTNERSHIP ND EXP -257   -257
PARTNERSHIP INCOME - UBI 127,186   127,186


TY 2023 OtherIncreasesSchedule
Name:
TOPFER FAMILY FOUNDATION
EIN:
74-2961304
Description Amount
CHANGE IN VALUE OF INVESTMENTS 195,120


TY 2023 OtherProfessionalFeesSchedule
Name:
TOPFER FAMILY FOUNDATION
EIN:
74-2961304
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BROKERAGE FEES 156,793 156,793   0


TY 2023 TaxesSchedule
Name:
TOPFER FAMILY FOUNDATION
EIN:
74-2961304
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 240,970 0   0
PAYROLL TAXES 13,732 0   13,732