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
CASE FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)885 PARK AVE RM/STE 6C
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10075
A Employer identification number

13-7105895
B Telephone number (see instructions)

(917) 626-4864
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$1,152,016J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 43 43  
4 Dividends and interest from securities... 8,591 8,591  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 71,258
b Gross sales price for all assets on line 6a 305,326
7 Capital gain net income (from Part IV, line 2)... 71,258
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........ 79,892 79,892  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,200      
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
7,003 7,003    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,070 70    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 9,273 7,073   0
25 Contributions, gifts, grants paid....... 68,500 68,500
26 Total expenses and disbursements. Add lines 24 and 25 77,773 7,073   68,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,119
b Net investment income (if negative, enter -0-) 72,819
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... -25,144 -2,480 -2,480
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 702,604 Click to see attachment
List of Attached Documents:
// Content
682,059 		1,154,496
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)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 677,460 679,579 1,152,016
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
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........ 677,460 679,579
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 677,460 679,579
30 Total liabilities and net assets/fund balances (see instructions). 677,460 679,579
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
677,460
2
Enter amount from Part I, line 27a .....................
2
2,119
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
679,579
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
679,579
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 180 GOLD BULLION SECS 2004 P 2004-06-18 2023-01-17
b 7 INTUITIVE SURGICAL INC P 2022-07-25 2023-06-14
c 10 NVIDIA CORPORATION P 2022-10-12 2023-01-26
d 3.042 ADOBE INC P 2015-08-28 2023-08-31
e 2 COSTAR GROUP INC P 2021-08-11 2023-06-14
16 EDWARD LIFESCIENCES CORP P 2022-05-11 2023-08-22
13 HEALTH CARE SEL SECT SPDR FD P 2018-09-13 2023-07-24
8 ISHARES 10-20 YR TREASURY BD FD P 2020-10-13 2023-11-27
5 MATCH GROUP INC P 2022-03-15 2023-12-11
9.838 QUANTA SERVICES INC P 2021-11-24 2023-12-27
10 THE TECHNOLOGY SEL SEC SPDR FD P 2021-10-18 2023-05-09
GRANITESHARES GOLD TRUST ETF P 2023-12-31 2023-12-31
265 GOLD BULLION SECS 2004 P 2004-06-18 2023-12-26
5.182 INTUITIVE SURGICAL INC P 2023-08-10 2023-12-27
12 NVIDIA CORPORATION P 2022-10-12 2023-02-09
3.084 ADOBE INC P 2015-08-28 2023-11-16
10 COSTAR GROUP INC P 2021-12-02 2023-06-14
28 EDWARD LIFESCIENCES CORP P 2022-06-29 2023-08-22
10 HEALTH CARE SEL SECT SPDR FD P 2022-06-10 2023-07-24
75 ISHARES 10-20 YR TREASURY BD FD P 2022-07-12 2023-11-27
2 MATCH GROUP INC P 2022-05-10 2023-12-11
1 SAREPTA THERAPEUTICS INC P 2019-02-21 2023-11-14
9 THE TECHNOLOGY SEL SEC SPDR FD P 2022-03-30 2023-05-09
2 ADOBE INC P 2022-05-09 2023-03-15
29.712 ISHARES GLOBAL CON STAP ETF P 2022-11-21 2023-09-27
2 NVIDIA CORPORATION P 2022-10-12 2023-03-15
90 BLOOM ENERGY CORP P 2021-04-21 2023-06-14
5.936 COSTCO WHOLESALE CORP P 2020-12-21 2023-11-16
1 ELI LILLY & CO P 2022-03-15 2023-05-03
2 INTUIT INC P 2020-11-17 2023-03-15
59 ISHARES 7-10 YR TREASURY BD ETF P 2020-10-13 2023-02-13
7 NVIDIA CORPORATION P 2017-03-02 2023-03-15
13 SAREPTA THERAPEUTICS INC P 2019-03-07 2023-11-14
8 TRANE TECHNOLOGIES PLC P 2021-11-24 2023-04-26
2 ADOBE INC P 2022-12-07 2023-03-15
49 ISHARES IBOXX INVEST GR COR BD P 2022-03-30 2023-02-13
5 PAYPAL HLDGS INC P 2022-03-15 2023-02-15
134 BLOOM ENERGY CORP P 2021-09-02 2023-06-14
1 COSTCO WHOLESALE CORP P 2020-12-29 2023-11-16
1.027 ELI LILLY & CO P 2021-03-24 2023-08-10
1.719 INTUIT INC P 2020-07-29 2023-11-16
2 ISHARES 7-10 YR TREASURY BD ETF P 2021-11-15 2023-02-13
7 NVIDIA CORPORATION P 2017-03-02 2023-05-10
11 SAREPTA THERAPEUTICS INC P 2019-04-05 2023-11-14
19.652 TRANE TECHNOLOGIES PLC P 2020-04-06 2023-11-16
2 ADOBE INC P 2022-12-07 2023-08-31
31 ISHARES IBOXX INVEST GR COR BD P 2022-06-10 2023-02-13
1 PAYPAL HLDGS INC P 2022-05-09 2023-02-15
15 BLOOM ENERGY CORP P 2022-03-15 2023-06-14
3.425 COSTCO WHOLESALE CORP P 2020-06-09 2023-12-27
2 ELI LILLY & CO P 2021-03-31 2023-08-10
2 INTUIT INC P 2020-11-17 2023-11-16
46 MATCH GROUP INC P 2020-10-07 2023-12-11
3 NVIDIA CORPORATION P 2017-03-02 2023-05-19
3 SAREPTA THERAPEUTICS INC P 2019-10-08 2023-11-14
21 TRANE TECHNOLOGIES PLC P 2021-11-24 2023-11-16
1 BOOKING HOLDINGS INC P 2022-08-11 2023-03-01
4 ISHARES IBOXX INVEST GR COR BD P 2022-08-11 2023-02-13
2 PAYPAL HLDGS INC P 2022-05-10 2023-02-15
4 BLOOM ENERGY CORP P 2022-05-10 2023-06-14
1.064 COSTCO WHOLESALE CORP P 2020-12-21 2023-12-27
1 ELI LILLY & CO P 2022-05-09 2023-08-10
2 INTUIT INC P 2022-05-09 2023-11-16
6 MATCH GROUP INC P 2020-12-29 2023-12-11
5 NVIDIA CORPORATION P 2017-04-12 2023-05-19
7 SAREPTA THERAPEUTICS INC P 2019-10-08 2023-11-14
4 TRANE TECHNOLOGIES PLC P 2022-03-15 2023-11-16
1 CHEWY INC P 2022-05-10 2023-03-16
3 ISHARES MBS ETF P 2023-11-20 2023-11-27
7 QUANTA SERVICES INC P 2022-12-07 2023-11-16
2 BOOKING HOLDINGS INC P 2013-11-27 2023-03-15
9 CROWDSTRIKE HLDGS INC P 2021-12-22 2023-11-24
2 ELI LILLY & CO P 2022-05-11 2023-08-10
3 INTUIT INC P 2019-12-20 2023-11-24
27 MATCH GROUP INC P 2021-04-08 2023-12-11
6 NVIDIA CORPORATION P 2017-04-12 2023-05-26
7 SAREPTA THERAPEUTICS INC P 2020-09-10 2023-11-14
2 TRANE TECHNOLOGIES PLC P 2022-05-09 2023-11-16
1 CHIPOTLE MEXICAN GRILL INC P 2022-10-24 2023-06-14
3 ISHARES 7-10 YR TREASURY BD ETF P 2022-08-11 2023-02-13
1 SERVICENOW INC P 2022-05-10 2023-03-15
1.399 BOOKING HOLDINGS INC P 2013-11-27 2023-12-27
9.186 CROWDSTRIKE HLDGS INC P 2021-12-22 2023-12-27
3.6 ELI LILLY & CO P 2021-03-24 2023-12-27
.281 INTUIT INC P 2020-07-29 2023-11-24
21 MATCH GROUP INC P 2021-05-26 2023-12-11
5.491 NVIDIA CORPORATION P 2017-04-12 2023-07-14
11 SAREPTA THERAPEUTICS INC P 2021-02-10 2023-11-14
2 TRANE TECHNOLOGIES PLC P 2022-08-18 2023-11-16
2 ELI LILLY & CO P 2022-05-11 2023-05-03
26.384 MATCH GROUP INC P 2022-12-28 2023-12-11
178 SPDR PORTF SHORT TERM TREAS ETF P 2023-02-13 2023-11-27
94 CHEWY INC P 2021-02-24 2023-03-16
17 EDWARD LIFESCIENCES CORP P 2016-10-26 2023-08-22
21 ENERGY SEL SECT SPDR FD P 2020-04-14 2023-05-09
1.210 INTUITIVE SURGICAL INC P 2022-06-29 2023-12-27
10 MATCH GROUP INC P 2021-08-11 2023-12-11
3.975 NVIDIA CORPORATION P 2017-04-12 2023-08-31
1 SAREPTA THERAPEUTICS INC P 2022-03-15 2023-11-14
24 UTILITIES SEL SECT SPDR FUND P 2022-03-30 2023-09-27
3 ELI LILLY & CO P 2022-06-29 2023-05-03
50 MATCH GROUP INC P 2023-06-07 2023-12-11
4 SPDR PORTF SHORT TERM TREAS ETF P 2023-11-20 2023-11-27
24 CHEWY INC P 2021-03-10 2023-03-16
24 EDWARD LIFESCIENCES CORP P 2016-11-11 2023-08-22
11 ESTEE LAUDER CO INC P 2020-08-31 2023-07-26
1 INTUITIVE SURGICAL INC P 2022-07-25 2023-12-27
20 MATCH GROUP INC P 2021-09-02 2023-12-11
52 PAYPAL HLDGS INC P 2017-12-06 2023-02-15
2 SAREPTA THERAPEUTICS INC P 2022-03-15 2023-11-14
12 UTILITIES SEL SECT SPDR FUND P 2022-06-10 2023-09-27
2 ESTEE LAUDER CO INC P 2023-05-03 2023-07-26
1 MSCI INC P 2022-03-15 2023-03-15
61 SPDR S&P GLOBAL NAT RESOURCES P 2022-06-10 2023-05-09
17 CHEWY INC P 2021-04-14 2023-03-16
54 EDWARD LIFESCIENCES CORP P 2017-03-02 2023-08-22
23 ESTEE LAUDER CO INC P 2020-12-29 2023-07-26
56 ISHARES GLOBAL CON STAP ETF P 2021-12-14 2023-09-27
4 MATCH GROUP INC P 2021-12-02 2023-12-11
25 PAYPAL HLDGS INC P 2017-12-07 2023-02-15
1 SAREPTA THERAPEUTICS INC P 2022-05-09 2023-11-14
1 UTILITIES SEL SECT SPDR FUND P 2022-08-11 2023-09-27
1 HEALTH CARE SEL SECT SPDR FD P 2022-08-11 2023-07-24
3 MSCI INC P 2022-07-20 2023-03-15
3 SPDR S&P GLOBAL NAT RESOURCES P 2022-08-11 2023-05-09
22 CHEWY INC P 2021-09-30 2023-03-16
3 EDWARD LIFESCIENCES CORP P 2017-04-03 2023-08-22
1 ESTEE LAUDER CO INC P 2021-05-12 2023-07-26
94 ISHARES MBS ETF P 2022-06-10 2023-11-27
7 MATCH GROUP INC P 2021-12-02 2023-12-11
6 PAYPAL HLDGS INC P 2021-11-24 2023-02-15
4 SERVICENOW INC P 2015-09-08 2023-03-15
17.172 VANGUARD FTSE EUROPE ETF P 2019-06-21 2023-09-27
1 INTUIT INC P 2022-05-10 2023-03-15
3 NVIDIA CORPORATION P 2022-03-15 2023-01-26
1 THE TECHNOLOGY SEL SEC SPDR FD P 2022-08-11 2023-05-09
35 CHEWY INC P 2021-12-22 2023-03-16
1 EDWARD LIFESCIENCES CORP P 2022-03-15 2023-08-22
11 ESTEE LAUDER CO INC P 2022-02-16 2023-07-26
4 ISHARES MBS ETF P 2022-08-11 2023-11-27
11 MATCH GROUP INC P 2021-12-02 2023-12-11
10 PAYPAL HLDGS INC P 2021-11-24 2023-02-15
3.222 SERVICENOW INC P 2015-09-08 2023-11-16
2 VANGUARD FTSE EUROPE ETF P 2022-08-11 2023-09-27
1 INTUIT INC P 2022-07-20 2023-03-15
1 NVIDIA CORPORATION P 2022-05-09 2023-01-26
1 VANGUARD VALUE ETF P 2022-08-11 2023-05-09
11 CHEWY INC P 2022-03-15 2023-03-16
4 EDWARD LIFESCIENCES CORP P 2022-03-15 2023-08-22
14 ESTEE LAUDER CO INC P 2022-04-27 2023-07-26
4 ISHARES MSCI INTERNATIONAL Q P 2019-01-07 2023-09-27
13 MATCH GROUP INC P 2021-12-02 2023-12-11
3.293 QUANTA SERVICES INC P 2021-11-24 2023-11-16
3.172 SERVICENOW INC P 2015-09-08 2023-12-27
10 VANGUARD VALUE ETF P 2021-10-18 2023-05-09
5 INTUITIVE SURGICAL INC P 2022-07-25 2023-05-10
1 NVIDIA CORPORATION P 2022-05-10 2023-01-26
54 WISDOMTREE FLOATING RATE TRE P 2022-10-18 2023-07-24
20 COSTAR GROUP INC P 2021-05-26 2023-06-14
1 EDWARD LIFESCIENCES CORP P 2022-05-09 2023-08-22
1 ESTEE LAUDER CO INC P 2022-05-09 2023-07-26
23 ISHARES 10-20 YR TREASURY BD FD P 2020-10-13 2023-09-27
1 MATCH GROUP INC P 2022-03-15 2023-12-11
2 QUANTA SERVICES INC P 2022-08-18 2023-11-16
13 THE TECHNOLOGY SEL SEC SPDR FD P 2021-07-16 2023-05-09
11.022 VISA INC P 2021-11-24 2023-08-31
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 31,700   7,153 24,547
b 2,248   1,533 715
c 1,956   1,152 804
d 1,701   241 1,460
e 164   169 -5
1,212   1,522 -310
1,774   1,219 555
804   1,321 -517
162   433 -271
2,118   1,197 921
1,503   1,565 -62
6     6
50,148   10,531 39,617
1,739   1,578 161
2,744   1,382 1,362
1,848   244 1,604
821   843 -22
2,122   2,685 -563
1,365   1,258 107
7,540   9,107 -1,567
65   136 -71
82   136 -54
1,353   1,465 -112
660   756 -96
1,692   1,773 -81
471   230 241
1,519   2,104 -585
3,433   2,154 1,279
433   275 158
809   715 94
5,730   7,164 -1,434
1,649   175 1,474
1,061   1,733 -672
1,427   1,560 -133
660   653 7
5,290   5,933 -643
388   493 -105
2,261   2,951 -690
578   372 206
536   185 351
957   516 441
194   229 -35
2,026   175 1,851
898   1,370 -472
4,471   1,702 2,769
1,118   653 465
3,347   3,409 -62
78   80 -2
253   311 -58
2,281   1,046 1,235
1,043   375 668
1,114   715 399
1,486   5,269 -3,783
937   75 862
245   244 1
4,777   4,095 682
2,544   2,076 468
432   454 -22
155   159 -4
68   53 15
709   386 323
522   289 233
1,114   738 376
194   899 -705
1,562   123 1,439
571   926 -355
910   604 306
39   27 12
270   270  
1,288   1,040 248
4,787   2,372 2,415
1,900   1,871 29
1,043   580 463
1,688   801 887
872   3,916 -3,044
2,319   148 2,171
571   884 -313
455   268 187
2,057   1,550 507
291   310 -19
419   441 -22
4,949   1,659 3,290
2,360   1,910 450
2,093   650 1,443
158   84 74
678   3,032 -2,354
2,582   135 2,447
898   1,030 -132
455   334 121
865   580 285
852   1,039 -187
5,132   5,146 -14
3,642   9,761 -6,119
1,288   542 746
1,681   712 969
406   245 161
323   1,379 -1,056
1,967   98 1,869
82   75 7
1,446   1,781 -335
1,298   967 331
1,615   1,976 -361
115   115  
930   1,915 -985
1,819   733 1,086
1,955   2,430 -475
336   219 117
646   2,962 -2,316
4,036   3,777 259
163   151 12
723   858 -135
355   415 -60
524   470 54
3,390   3,625 -235
659   1,466 -807
4,092   1,687 2,405
4,087   6,106 -2,019
3,189   3,514 -325
129   517 -388
1,940   1,839 101
82   133 -51
60   76 -16
136   133 3
1,571   1,303 268
167   168 -1
852   1,500 -648
227   94 133
178   290 -112
8,468   9,107 -639
226   983 -757
466   1,515 -1,049
1,675   288 1,387
979   941 38
404   378 26
587   681 -94
150   149 1
1,356   1,950 -594
76   105 -29
1,955   3,362 -1,407
360   396 -36
355   1,399 -1,044
776   1,887 -1,111
2,101   232 1,869
114   112 2
404   421 -17
196   172 24
138   141 -3
426   399 27
303   419 -116
2,488   3,668 -1,180
132   105 27
420   1,673 -1,253
606   401 205
2,226   228 1,998
1,376   1,408 -32
1,508   1,095 413
196   178 18
2,726   2,719 7
1,641   1,684 -43
76   95 -19
178   236 -58
2,264   3,798 -1,534
32   87 -55
368   290 78
1,954   1,967 -13
2,712   2,223 489
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       24,547
b       715
c       804
d       1,460
e       -5
      -310
      555
      -517
      -271
      921
      -62
      6
      39,617
      161
      1,362
      1,604
      -22
      -563
      107
      -1,567
      -71
      -54
      -112
      -96
      -81
      241
      -585
      1,279
      158
      94
      -1,434
      1,474
      -672
      -133
      7
      -643
      -105
      -690
      206
      351
      441
      -35
      1,851
      -472
      2,769
      465
      -62
      -2
      -58
      1,235
      668
      399
      -3,783
      862
      1
      682
      468
      -22
      -4
      15
      323
      233
      376
      -705
      1,439
      -355
      306
      12
       
      248
      2,415
      29
      463
      887
      -3,044
      2,171
      -313
      187
      507
      -19
      -22
      3,290
      450
      1,443
      74
      -2,354
      2,447
      -132
      121
      285
      -187
      -14
      -6,119
      746
      969
      161
      -1,056
      1,869
      7
      -335
      331
      -361
       
      -985
      1,086
      -475
      117
      -2,316
      259
      12
      -135
      -60
      54
      -235
      -807
      2,405
      -2,019
      -325
      -388
      101
      -51
      -16
      3
      268
      -1
      -648
      133
      -112
      -639
      -757
      -1,049
      1,387
      38
      26
      -94
      1
      -594
      -29
      -1,407
      -36
      -1,044
      -1,111
      1,869
      2
      -17
      24
      -3
      27
      -116
      -1,180
      27
      -1,253
      205
      1,998
      -32
      413
      18
      7
      -43
      -19
      -58
      -1,534
      -55
      78
      -13
      489
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 71,258
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 4,398
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 1,012
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 1,012
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,012
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 525
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 525
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 487
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
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 arrowNY
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 arrowN/A
14
The books are in care ofright arrowSHARON L SPUTH Telephone no.right arrow (631) 589-0098

Located atright arrow763 CHESTER RDSAYVILLENY ZIP+4right arrow117821811
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
 
 
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
ROBERT A CASE TRUSTEE
1.00 		0 0 0
885 PARK AVE APT 6C
NEW YORK,NY10075
SUZANNE P CASE TRUSTEE
0.10 		0 0 0
885 PARK AVE APT 6C
NEW YORK,NY10075
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,001,339
b
Average of monthly cash balances.......................
1b
11,437
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,012,776
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
1,012,776
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
15,192
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
997,584
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
49,879
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
49,879
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,012
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,012
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
48,867
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
48,867
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
48,867
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
68,500
b
Program-related investments—total from Part VIII-B..................
1b
 
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
68,500
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 48,867
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 119,600
b From 2019...... 91,523
c From 2020...... 49,172
d From 2021...... 37,909
e From 2022...... 67,391
f Total of lines 3a through e ........ 365,595
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 68,500
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 48,867
e Remaining amount distributed out of corpus 19,633
5 Excess distributions carryover applied to 2023.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 385,228
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		119,600
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		265,628
10 Analysis of line 9:
a Excess from 2019.... 91,523
b Excess from 2020.... 49,172
c Excess from 2021.... 37,909
d Excess from 2022.... 67,391
e Excess from 2023.... 19,633
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).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

RESTORE NYC

PO BOX 1003
BOWLING GREEN STATION
NEW YORK,NY10274 		    CHARITABLE 5,000

WE WANT MORE

835 CLINTON AVE
BRIDGEPORT,CT06604 		    CHARITABLE 7,500

THE NEW YORK FELLOWSHIP

232 EAST 32ND ST
NEW YORK,NY10016 		    CHARITABLE 10,000

GLOBAL LEADERSHIP INC

PO BOX 527
NYACK,NY10960 		    CHARITABLE 2,000

GRACE PRESBYTERIAN CHURCH

305 N CALIFORNIA AVE
PALO ALTO,CA94301 		    CHARITABLE 4,000

REFORMED UNIVERSITY FELLOWSHIP

PO BOX 890004
CHARLOTTE,NC282890004 		    CHARITABLE 2,000

BIBLE STUDY FELLOWSHIP

19001 HUEBNER ROAD
SAN ANTONIO,TX782584040 		    CHARITABLE 5,000

AVAIL NYC

115 W 45TH ST
4TH FLOOR
NEW YORK,NY10036 		    CHARITABLE 12,500

THE GENEVA SCHOOL OF MANHATTAN

138 W 90TH STREET
NEW YORK,NY10024 		    CHARITABLE 5,000

AMERICAN PRINCIPLES PROJECT FOUNDAT

2800 SHIRLINGTON ROAD
SUITE 1201
ARLINGTON,VA22206 		    CHARITABLE 12,000

PALM BEACH FOR CHRIST

PO BOX 484
PALM BEACH,FL33480 		    CHARITABLE 2,000

INTERVARSITY CHRISTIAN FELLOWSHIP

PO BOX 7895
MADISON,WI537077895 		    CHARITABLE 1,500
Total .................................right arrow 3a 68,500
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 43  
4 Dividends and interest from securities ....     14 8,591  
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 71,258  
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) ..   79,892  
13Total. Add line 12, columns (b), (d), and (e)..................
13
79,892
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
CASE FAMILY FOUNDATION
EIN:
13-7105895
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION 1,200      

TY 2023 InvestmentsCorpStockSchedule
Name:
CASE FAMILY FOUNDATION
EIN:
13-7105895
Name of Stock End of Year Book Value End of Year Fair Market Value
ADOBE SYSTEMS 2,518 19,016
ADVANCED MICRO DEVICES 9,963 16,805
ALPHABET INC 9,220 9,428
AMAZON.COM INC 3,401 22,335
APPLIED MATERIALS INC 2,960 4,376
APTIV PLC 9,075 8,161
BIOMARIN PHARMAC SE 12,564 14,656
BLOOM ENERGY CORP    
BOOKING HOLDINGS INC 5,285 16,321
CHARLES SCHWAB 12,292 13,210
CHEWY INC    
CHIPOTLE MEXICAN GRILL INC 12,116 17,040
COSTAR GROUP INC 12,680 17,128
COSTCO WHOLESALE CORP 5,979 12,921
CROWDSTRIKE HLDGS INC 10,000 15,527
DEXCOM INC 11,126 13,154
DYNATRACE INC 13,400 14,274
EDWARD LIFESCIENCES CORP    
ELI LILLY & CO 4,759 15,373
ENERGY SEL SECT SPDR FD 2,938 2,680
ESTEE LAUDER CO INC    
EXACT SCIENCES CORP 12,221 12,873
GOLD BULLION SECURITIES LTD. 57,822 277,519
GRANITESHARES GOLD TRUST ETF 2,623 4,017
HEALTH CARE SEL SECT SPDR FD    
ILLUMINA INC 7,819 6,127
INSULET CORP 14,653 12,429
INTUIT INC 7,475 17,501
INTUITIVE SURGICAL INC 10,619 18,147
INVESCO S&P 500 EQUAL WEIGHT (RSPD) 1,355 1,554
INVESCO S&P 500 EQUAL WEIGHT (RSPT) 6,105 7,572
ISHARES 10-20 YR TREASURY BD ETF 24,400 22,410
ISHARES 7-10 YR TREASURY BD ETF    
ISHARES EDGE MSCI INTL QLTY FAC 5,035 7,174
ISHARES GLOBAL CON STAP ETF 2,596 2,626
ISHARES GLOBAL HEALTHCARE ETF 5,595 6,417
ISHARES IBOXX INVEST GR COR BD    
ISHARES MSCI EMERGING MKTS ETF 5,671 5,596
ISHARES MSCI EMU ETF 3,403 3,511
ISHARES MBS ETF    
ISHARES MSCI CHINA ETF 7,082 5,663
ISHARES RUSSELL 1000 GROWTH ETF 8,066 8,326
ISHARES S&P GLOBAL IND ETF 1,349 1,524
ISHARES US AEROSPACE & DEF ETF 2,418 3,038
JANUS HENDERSON AAA CLO ETF 7,852 7,847
JANUS HENDERSON MORTG BACKED 23,829 24,486
JPMORGAN BETABUILDERS CANADA 1,349 1,494
JPMORGAN BETABUILDERS JAPAN 5,249 4,922
LULULEMON ATHLETICA INC 7,957 12,271
MATCH GROUP INC 2,515 2,541
MICROSOFT CORP 17,368 23,691
MOBILEYE GLOBAL INC 5,969 7,061
MSCI INC 5,055 17,535
NIKE INC 8,848 16,828
NVIDIA CORPORATION 1,042 21,559
O'REILLY AUTOMOTIVE INC 9,213 8,976
OAKMARK GLOBAL SELECT FUND 174,723 211,680
PALO ALTO NETWORKS INC 9,103 15,039
PAYPAL HLDGS INC    
QUADRATIC INT RTE VOL INFL H 4,644 4,715
QUANTA SERVICES INC 7,392 13,136
SAREPTA THERAPEUTICS INC    
SERVICENOW INC 1,685 18,797
SPDR S&P DIVIDEND 6,557 6,498
SPDR S&P GLOBAL RESOURCES 1,350 1,384
SPDR S&P 600 SMALL 5,630 6,158
THE FINANCIAL SEL SECT SPDR FD 2,348 2,665
THE TECHNOLOGY SEL SEC SPDR FD    
TRANE TECHNOLOGIES PLC 3,495 9,841
UTILITIES SEL SECT SPDR FUND    
VANGUARD FTSE EUROPE ETF 1,634 1,923
VANGUARD VALUE ETF INDEX 12,460 13,156
VEEVA SYS INC 10,512 10,633
VISA INC. 5,273 20,822
WISDOMTREE FLOATING RATE 12,424 12,409

TY 2023 OtherAssetsSchedule
Name:
CASE FAMILY FOUNDATION
EIN:
13-7105895
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DIVIDENDS RECEIVABLE      


TY 2023 OtherExpensesSchedule
Name:
CASE FAMILY FOUNDATION
EIN:
13-7105895
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
STATE FILING FEES        
FEDERAL TAXES 1,000      
FOREIGN TAXES-195        
FOREIGN TAXES-691 64 64    
INVESTMENT EXPENSES-BULLION 6 6    
OTHER EXPENSES        


TY 2023 OtherProfessionalFeesSchedule
Name:
CASE FAMILY FOUNDATION
EIN:
13-7105895
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVISORY FEE-065 1,159 1,159    
ADVISORY FEE-691 5,844 5,844    
ADVISORY FEE-195