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
AARON & RUTH JUNGREIS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)515 OCEAN AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAWRENCE, NY11559
A Employer identification number

11-3466420
B Telephone number (see instructions)

(516) 569-4098
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$1,192,092J 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 54 54  
4 Dividends and interest from securities... 27,335 27,335  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 50,264
b Gross sales price for all assets on line 6a 338,751
7 Capital gain net income (from Part IV, line 2)... 50,264
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
38 0  
12 Total. Add lines 1 through 11........ 77,691 77,653  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
24,749 24,749   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,080 3,080   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,170 1,170   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 28,999 28,999   0
25 Contributions, gifts, grants paid....... 111,350 111,350
26 Total expenses and disbursements. Add lines 24 and 25 140,349 28,999   111,350
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -62,658
b Net investment income (if negative, enter -0-) 48,654
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......... 32,229 22,055 22,055
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)....... 997,231 Click to see attachment
List of Attached Documents:
// Content
886,863 		1,170,037
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) 1,029,460 908,918 1,192,092
Liabilities 17 Accounts payable and accrued expenses.......... 60,636 2,500
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons   250
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 60,636 2,750
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 968,824 906,168
29 Total net assets or fund balances (see instructions)..... 968,824 906,168
30 Total liabilities and net assets/fund balances (see instructions). 1,029,460 908,918
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
968,824
2
Enter amount from Part I, line 27a .....................
2
-62,658
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2
4
Add lines 1, 2, and 3 ..........................
4
906,168
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
906,168
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 ADVANCE AUTO PARTS INC   2022-12-01 2023-09-13
b ALIGN TECHNOLOGY INC   2022-07-08 2023-03-31
c COCA-COLA FEMSA SAB DE CV SPONSORD ADR REP   2022-07-05 2023-05-11
d DAIFUKU CO LTD UNSPONSRED ADS   2023-04-04 2023-04-04
e MERCEDES BENZ GROUP AG UNSPONSOR ADR   2023-02-06 2023-05-11
DOMINION ENERGY INC   2023-09-08 2023-10-23
ASPEN TECHNOLOGY INC   2022-05-17 2023-01-13
ENTEGRIS INC   2022-09-09 2023-03-31
FEDEX CORP   2022-05-04 2023-03-02
FIDELITY NATL INFORMATION SVCS   2022-11-29 2023-03-02
GLENCORE PLC UNSPONSORD ADR   2023-02-06 2023-09-26
GOLDMAN SACHS ACC ETF   2023-02-07 2023-09-26
HALEON PLC SPON ADS   2023-03-20 2023-03-31
KENVUE INC   2023-09-11 2023-09-11
KERING S A UNSPONSORED ADR   2022-07-07 2023-03-31
KINSALE CAP GROUP INC   2023-01-13 2023-06-20
LENNAR CORP CL A   2022-06-06 2023-05-11
MANULIFE FINL CORP   2022-07-06 2023-03-31
MEDPACE HLDGS INC   2022-06-23 2023-06-20
MILLERKNOLL INC   2022-05-27 2023-05-25
MOTOROLA SOLUTIONS INC COM NEW   2023-06-06 2023-11-24
PPG INDS INC   2023-06-08 2023-09-26
PIONEER NAT RES CO   2023-01-17 2023-10-12
PRIVIA HEALTH GROUP INC   2023-05-04 2023-06-20
REPLIGEN CORP   2023-05-24 2023-09-26
SPS COMM INC   2022-10-06 2023-03-02
SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF   2023-08-23 2023-11-29
SHIMANO INC UNSPONSORD ADR   2022-09-29 2023-05-11
SHISEIDO CO LTD SPONSORED ADR   2022-04-26 2023-02-15
TENCENT HOLDINGS LIMITED UNSPON ADR   2023-04-10 2023-04-10
TESCO PLC SPONSORED ADR   2022-03-11 2023-02-01
THE TRADE DESK INC COM CL A   2023-09-14 2023-09-26
THOR INDS INC   2022-10-10 2023-05-11
TOKYO ELECTRON LTD UNSPON ADR   2022-11-04 2023-05-11
VEOLIA ENVIRONNEMENT SPONSORED ADR   2022-10-26 2023-09-26
WARNER BROS DISCOVERY INC COM SER A   2022-07-07 2023-02-07
WOODSIDE ENERGY GROUP LTD SPONSORED ADR   2023-02-01 2023-09-26
ZOOMINFO TECHNOLOGIES INC COMMON STOCK   2022-06-23 2023-03-31
COCA-COLA EUROPACIFIC PARTNERS   2023-05-09 2023-09-26
AIA GROUP LTD SPONSORED ADR   2017-11-14 2023-07-03
AMN HEALTHCARE SVCS INC   2020-07-21 2023-09-26
AT&T INC   2021-03-15 2023-09-08
ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS   2017-11-14 2023-09-26
ADVANCE AUTO PARTS INC   2020-04-03 2023-09-13
ADYEN N V UNSPONSRED ADS   2020-06-05 2023-07-03
AIR LIQUIDE ADR   2017-11-14 2023-08-24
ALARM COM HLDGS INC   2019-07-22 2023-11-01
ALFA LAVAL AB SWEDEN ADR   2016-02-12 2023-08-24
ALIGN TECHNOLOGY INC   2022-07-08 2023-09-26
ALLIANZ SE UNSPONSRD ADS   2017-01-10 2023-08-24
ALLY FINL INC   2017-04-26 2023-03-28
ALPHABET INC CAP STK CL A   2017-01-10 2023-11-24
ALTRIA GROUP INC   2015-06-15 2023-12-08
AMAZON COM INC   2017-01-10 2023-11-24
AMBEV SA SPONSORED ADR   2018-08-14 2023-03-28
AMEDISYS INC   2021-11-10 2023-09-14
AMERICAN HOMES 4 RENT CL A   2020-07-14 2023-09-26
AMERICAN INTL GROUP INC COM NEW   2020-08-31 2023-12-18
CENCORA INC   2017-11-10 2023-12-05
ANALOG DEVICES INC   2017-05-31 2023-11-24
ANSYS INC   2017-01-10 2023-11-24
ATLAS COPCO AB SP ADR A NEW   2019-01-02 2023-09-21
BAE SYSTEMS PLC SPONSORED ADR   2017-11-14 2023-09-26
BCE INC COM NEW   2017-01-10 2023-09-26
BNP PARIBAS SPONSORED ADR   2020-07-20 2023-09-26
BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR   2017-01-10 2023-05-11
BANK OF AMERICA CORP   2019-06-28 2023-02-15
BERKSHIRE HATHAWAY INC DEL CL B NEW   2016-03-01 2023-09-26
BERRY GLOBAL GROUP INC   2020-11-03 2023-09-26
BHP GROUP LTD SPONSORED ADS   2021-03-04 2023-08-24
BIO-TECHNE CORP   2019-01-23 2023-09-26
BLACKLINE INC   2019-04-18 2023-09-26
BRITISH AMERN TOB PLC SPONSORED ADR   2020-03-12 2023-09-26
BOSTON PROPERTIES INC REIT   2022-02-17 2023-10-06
BRITVIC PLC SPONSORED ADR   2021-10-08 2023-07-24
BROADCOM INC   2020-08-31 2023-12-20
CSPC PHARMACEUTICAL GROUP LTD UNSPONSORD ADS   2021-09-23 2023-10-09
CVS HEALTH CORP   2019-08-15 2023-03-02
CANADIAN NATL RY CO   2017-01-10 2023-08-24
CERTARA INC   2021-10-12 2023-06-08
CHARLES RIV LABS INTL INC   2021-02-16 2023-09-26
CHEVRON CORP NEW   2020-10-01 2023-09-26
CHUGAI PHARMACEUTICAL CO LTD ADR   2019-02-27 2023-03-31
CISCO SYS INC   2017-11-01 2023-02-15
CITIGROUP INC COM NEW   2020-03-11 2023-09-26
CLEAN HARBORS INC   2020-11-05 2023-09-26
COCA-COLA FEMSA SAB DE CV SPONSORD ADR REP   2022-07-05 2023-09-26
COGNEX CORP   2019-01-23 2023-03-31
COMPAGNIE DE ST GOBAIN UNSPONSORD ADR   2021-01-08 2023-09-26
CONOCOPHILLIPS   2017-01-10 2023-03-02
COSTAR GROUP INC   2017-01-10 2023-11-24
CROWN HLDGS INC   2019-07-22 2023-09-26
CURTISS WRIGHT CORP   2021-08-02 2023-02-22
DBS GROUP HOLDINGS LTD SPONSORED ADR   2016-04-06 2023-08-24
DNB BANK ASA SPONSORED   2021-08-26 2023-10-18
DXC TECHNOLOGY CO   2021-03-05 2023-11-03
DANAHER CORPORATION   2019-04-12 2023-11-24
DANONE SPONSORED ADR   2020-03-11 2023-09-26
DASSAULT SYSTEMES SPONSORED ADR   2017-11-14 2023-03-31
DEFINITIVE HEALTHCARE CORP CLASS A COM   2022-04-25 2023-10-20
DEUTSCHE TELEKOM AG SPONSORED ADS   2019-05-17 2023-05-11
DEUTSCHE POST AG SPONSORED ADR   2020-11-17 2023-09-26
DOLLAR GEN CORP NEW   2022-07-06 2023-09-05
DOW INC   2017-01-10 2023-04-24
DUKE ENERGY CORP NEW COM NEW   2020-03-31 2023-03-02
ENN ENERGY HLDGS LTD UNSPONSORD ADR   2021-04-16 2023-05-11
COLAB INC   2017-01-10 2023-10-23
ENEL SOCIETA PER AZIONI UNSPONSORD ADR   2022-01-04 2023-09-26
ENSIGN GROUP INC   2021-03-19 2023-09-26
ENTEGRIS INC   2022-09-09 2023-09-26
EPIROC AKTIEBOLAG UNSPONSRED ADS   2018-12-28 2023-08-24
EXPONENT INC   2019-12-23 2023-03-31
EXXON MOBIL CORP   2017-01-10 2023-03-02
FAIRFAX FINL HLDGS LTD SUB VTG   2020-04-09 2023-11-14
FANUC CORPORATION ADR   2017-11-14 2023-12-13
FASTENAL CO   2017-01-10 2023-11-24
FEDEX CORP   2022-05-05 2023-09-26
FIVE BELOW INC   2019-01-23 2023-11-24
FIVE9 INC   2021-10-12 2023-03-31
FLOOR & DECOR HLDGS INC CL A   2022-03-15 2023-09-26
FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS   2019-04-10 2023-09-15
FRESHPET INC   2022-01-13 2023-09-26
GENERAL MTRS CO   2018-07-26 2023-09-26
GENUINE PARTS CO   2013-02-08 2023-02-15
GODADDY INC CL A   2019-09-10 2023-11-09
GRAND CANYON ED INC   2019-12-10 2023-11-24
GRAPHIC PACKAGING HLDG CO   2018-10-25 2023-09-26
GRID DYNAMICS HLDGS INC CL A   2021-09-17 2023-03-31
GUIDEWIRE SOFTWARE INC   2018-10-19 2023-06-20
HDFC BANK LTD SPONSORED ADS   2017-06-30 2023-05-11
HAIER SMART HOME CO LTD UNSPONSORED ADR   2021-12-01 2023-08-24
HEALTHPEAK PROPERTIES INC REIT   2015-05-15 2023-02-15
HEICO CORP NEW   2019-01-23 2023-11-24
IAC INC COM NEW   2020-07-31 2023-11-02
IBERDROLA SA SPON ADR   2022-01-04 2023-05-11
CICI BANK LIMITED ADR   2017-01-10 2023-08-24
IDEXX LABS INC   2020-04-01 2023-11-24
ILLUMINA INC   2021-03-29 2023-06-06
INFINEON TECHNOLOGIES AG SPONSORED ADR   2019-07-09 2023-05-11
INTEL CORP   2019-07-01 2023-12-01
INTERNATIONAL BUSINESS MACHS   2018-02-12 2023-03-02
JPMORGAN CHASE & CO COM   2016-08-01 2023-09-26
JOHNSON & JOHNSON   2017-01-10 2023-09-26
KENVUE INC   2016-06-28 2023-09-07
KERING S A UNSPONSORED ADR   2022-07-07 2023-12-13
KIMBERLY-CLARK CORP   2017-01-10 2023-08-28
KNIGHT-SWIFT TRANSN HLDGS INC CL A   2020-08-20 2023-09-26
KOMATSU LTD SPON ADR NEW   2018-10-29 2023-09-26
KUBOTA CORP ADR   2019-01-18 2023-07-27
LKQ CORP   2017-02-28 2023-09-26
L OREAL CO ADR   2017-01-10 2023-05-11
LAS VEGAS SANDS CORP   2021-12-21 2023-03-02
LENNAR CORP CL A   2022-06-06 2023-09-26
LONZA GROUP AG UNSPONSORED ADR   2018-05-11 2023-12-27
LUMEN TECHNOLOGIES INC   2022-01-28 2023-02-03
MAGNA INTL INC   2020-03-13 2023-09-26
MANULIFE FINL CORP   2022-07-06 2023-08-24
MASCO CORP   2020-03-13 2023-09-26
MERCK & CO INC   2018-04-03 2023-03-29
MICHELIN COMPAGNIE GENERALE DE UNSPONSORD ADR   2018-08-17 2023-09-26
MICROSOFT CORP   2017-01-10 2023-11-24
MILLERKNOLL INC   2022-05-04 2023-05-24
MORGAN STANLEY COM NEW   2020-05-08 2023-03-02
MUNICH RE GROUP UNSPONSORED ADR   2017-01-10 2023-09-26
NN GROUP N V UNSPONSOD ADR   2021-06-23 2023-10-16
NATIONAL FUEL GAS CO   2020-12-22 2023-03-02
NATIONAL INSTRS CORP   2019-01-23 2023-05-24
NEOGEN CORP   2019-01-23 2023-06-06
NESTLE S A SPONSORED ADR   2017-01-10 2023-10-16
NETFLIX INC   2018-09-27 2023-11-24
NEXTERA ENERGY INC   2017-01-10 2023-03-02
NIPPON TELEG TEL CORP SPONSORED ADR   2018-07-20 2023-09-26
NITORI HOLDINGS CO LTD UNSPONSRD ADS   2020-03-13 2023-08-24
NOVARTIS AG SPONSORED ADR   2017-01-10 2023-09-26
NOVOZYMES A/S UNSPONSORED ADR   2018-03-19 2023-05-11
NVIDIA CORPORATION   2018-09-27 2023-11-24
OAK STR HEALTH INC   2021-08-03 2023-03-31
ORTHOPEDIATRICS CORP   2020-06-18 2023-10-23
PAYCOM SOFTWARE INC   2018-05-25 2023-11-24
PAYLOCITY HLDG CORP   2019-04-17 2023-09-26
PAYPAL HLDGS INC   2021-01-29 2023-02-22
PEGASYSTEMS INC   2019-09-10 2023-02-01
P T TELEKOMUNIKASI INDONESIA SPONSORED ADR   2021-05-19 2023-08-24
PFIZER INC   2017-01-10 2023-03-02
PHILIP MORRIS INTL INC   2018-08-24 2023-09-08
PIMCO TOTAL RETURN FUND CL I-2 OPEN END   2013-02-08 2023-05-11
PING AN INS GROUP CO CHINA LTD SPON ADR REP H   2019-03-21 2023-03-31
PINNACLE FINL PARTNERS INC   2022-01-06 2023-09-26
PIONEER NAT RES CO   2022-08-16 2023-10-12
POWER CORP CDA   2019-01-03 2023-09-26
PROGRESSIVE CORP   2018-05-21 2023-11-06
PROGYNY INC   2022-01-13 2023-03-31
RB GLOBAL INC   2019-01-23 2023-11-24
RTX CORPORATION   2015-05-15 2023-03-02
RIO TINTO PLC SPONSORED ADR   2022-02-25 2023-09-26
RITCHIE BROS AUCTIONEERS   2017-12-19 2023-05-18
ROCHE HLDG LTD SPONSORED ADR   2017-01-10 2023-10-16
ROLLINS INC   2017-01-10 2023-11-24
SHELL PLC SPON ADS   2022-04-04 2023-09-26
S&P GLOBAL INC   2019-01-23 2023-11-24
SALESFORCE INC   2016-10-20 2023-09-26
SANDOZ GROUP AG SPONSORED ADS   2022-01-03 2023-10-18
SANOFI SPONSORED ADR   2019-12-23 2023-11-14
SAP SE SPON ADR   2017-03-24 2023-03-31
SCHNEIDER ELECTRIC SE UNSPONSORD ADR   2019-12-06 2023-12-13
SERVICENOW INC   2019-10-07 2023-11-24
SHIONOGI & CO LTD UNSPONSORED ADS   2020-02-20 2023-03-31
SHISEIDO CO LTD SPONSORED ADR   2022-04-26 2023-08-24
SIEMENS A G SPONSORED ADR   2017-09-18 2023-12-08
SMURFIT KAPPA PLC DUBLIN UNSPONSORD ADR   2020-07-20 2023-10-04
SOFTBANK CORP UNSPONSRED ADS   2021-05-14 2023-09-26
SONIC HEALTHCARE LTD SPONSORED ADR   2017-11-14 2023-05-11
SONOVA HOLDING AG UNSPONSORED ADR   2015-11-18 2023-05-11
SQUARESPACE INC CLASS A   2022-02-24 2023-09-26
STARBUCKS CORP   2017-01-10 2023-09-26
SVENSKA HANDELSBANKEN ADR   2021-07-29 2023-10-18
SYMRISE AG UNSPONSORD ADR   2015-03-27 2023-08-24
SYSMEX CORP UNSPONSORED ADR   2016-02-09 2023-03-31
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS   2017-11-14 2023-05-11
TAPESTRY INC   2022-03-16 2023-11-14
TARGET CORP   2019-01-31 2023-03-02
TENCENT HOLDINGS LIMITED UNSPON ADR   2020-06-05 2023-08-24
3I GROUP PLC UNSPONSORD ADR   2022-02-09 2023-09-26
3M CO   2021-09-01 2023-03-27
TOKIO MARINE HLDGS INC ADR   2021-01-08 2023-09-26
TOTALENERGIES SE SPONSORED ADS   2020-07-20 2023-09-26
TOYOTA MOTOR CORP ADS   2020-01-22 2023-03-02
TYLER TECHNOLOGIES INC   2019-01-23 2023-09-26
UNICHARM CORP SPONSORED ADR   2019-02-27 2023-05-11
UNILEVER PLC SPON ADR NEW   2017-01-10 2023-11-14
UNITED OVERSEAS BK LTD SPONSORED ADR   2017-01-10 2023-09-26
UNITED THERAPEUTICS CORP DEL   2021-06-07 2023-12-05
UNITEDHEALTH GROUP INC   2016-06-21 2023-06-20
UPM KYMMENE CORP UNSPONSORED ADS   2019-05-24 2023-09-26
VALE S A SPONSORED ADS   2022-03-18 2023-05-05
VEEVA SYS INC CL A COM   2019-01-23 2023-11-24
VERISK ANALYTICS INC   2019-01-23 2023-11-24
VICI PPTYS INC REIT   2021-04-30 2023-03-02
VISA INC COM CL A   2017-08-25 2023-11-24
VODAFONE GROUP PLC NEW SPONSORED ADR   2018-12-10 2023-09-26
VOLVO AB UNSPONSORD ADR   2021-08-25 2023-09-26
WELLS FARGO CO NEW   2020-06-24 2023-11-06
WEST PHARMACEUTICAL SVSC INC   2018-09-21 2023-09-26
WORKIVA INC COM CL A   2020-06-25 2023-09-26
ZOOMINFO TECHNOLOGIES INC COMMON STOCK   2022-06-23 2023-09-26
ZURICH INSURANCE GROUP AG SPONSORED ADR   2016-12-16 2023-09-26
LIBERTY GLOBAL PLC SHS CL C   2018-07-26 2023-09-26
LINDE PLC   2018-12-06 2023-02-15
MEDTRONIC PLC   2020-03-24 2023-03-02
PERRIGO CO PLC   2022-05-23 2023-06-27
XP INC CL A   2022-01-05 2023-05-11
ALCON AG ORD SHS   2020-06-04 2023-08-24
UBS GROUP AG   2020-06-03 2023-05-05
GLOBANT S A   2017-07-14 2023-11-24
CNH INDL N V   2020-08-07 2023-08-15
CAPITAL GAINS DIVIDENDS 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 173   455 -282
b 658   529 129
c 482   336 146
d 99   102 -3
e 227   231 -4
913   1,073 -160
1,008   913 95
82   104 -22
1,679   1,625 54
63   67 -4
193   222 -29
12,881   12,863 18
73   71 2
21     21
190   154 36
353   295 58
2,098   1,616 482
225   201 24
222   147 75
102   211 -109
319   277 42
403   421 -18
962   954 8
128   131 -3
159   163 -4
150   134 16
17,603   17,580 23
140   144 -4
92   94 -2
128     128
649   760 -111
148   170 -22
867   756 111
233   157 76
927   690 237
394   377 17
825   757 68
359   512 -153
193   197 -4
2,483   1,480 1,003
83   52 31
1,354   2,164 -810
175   116 59
945   1,767 -822
1,707   925 782
270   164 106
873   984 -111
308   140 168
299   264 35
724   522 202
218   190 28
1,438   537 901
504   492 12
1,918   678 1,240
170   312 -142
6,513   11,652 -5,139
361   297 64
2,525   1,133 1,392
1,470   636 834
1,866   870 996
1,562   471 1,091
2,732   1,521 1,211
1,307   876 431
1,159   1,141 18
424   285 139
322   304 18
106   87 19
1,969   812 1,157
857   680 177
546   692 -146
366   200 166
1,036   770 266
309   366 -57
1,164   2,615 -1,451
1,813   1,604 209
3,941   1,353 2,588
938   1,536 -598
82   58 24
230   139 91
2,834   5,498 -2,664
670   879 -209
7,032   3,067 3,965
204   183 21
95   69 26
3,443   4,673 -1,230
3,552   1,198 2,354
77   56 21
196   163 33
666   559 107
214   99 115
2,598   660 1,938
1,256   906 350
2,358   1,640 718
596   270 326
1,032   1,166 -134
1,503   1,782 -279
1,447   777 670
1,685   1,956 -271
328   168 160
409   1,454 -1,045
364   272 92
646   694 -48
4,831   3,075 1,756
730   685 45
92   83 9
293   338 -45
1,809   1,301 508
239   324 -85
937   895 42
90   104 -14
330   158 172
199   140 59
226   173 53
10,892   5,412 5,480
798   1,248 -450
3,445   1,438 2,007
9,134   7,329 1,805
3,813   2,032 1,781
146   283 -137
464   473 -9
1,204   1,096 108
127   195 -68
2,510   2,433 77
178   70 108
905   723 182
3,242   2,557 685
671   294 377
79   214 -135
595   728 -133
205   129 76
462   551 -89
129   168 -39
2,520   1,057 1,463
2,086   4,096 -2,010
195   212 -17
1,557   543 1,014
1,435   711 724
2,289   4,358 -2,069
646   300 346
1,757   1,902 -145
128   144 -16
2,847   1,269 1,578
1,765   1,219 546
747   513 234
1,101   1,286 -185
2,836   2,510 326
379   257 122
398   357 41
1,726   1,785 -59
645   378 267
2,293   1,040 1,253
1,696   1,115 581
3,295   2,343 952
2,027   1,245 782
3,934   9,080 -5,146
2,029   1,376 653
126   117 9
371   261 110
635   313 322
249   250 -1
6,202   1,317 4,885
829   1,894 -1,065
195   80 115
403   200 203
1,794   2,084 -290
114   84 30
2,784   2,191 593
1,274   1,891 -617
1,062   662 400
823   760 63
211   89 122
809   618 191
204   214 -10
1,086   777 309
156   156 0
2,772   535 2,237
4,850   7,461 -2,611
852   1,357 -505
1,717   628 1,089
353   183 170
1,290   3,178 -1,888
1,526   2,706 -1,180
238   200 38
120   91 29
669   558 111
2,099   2,667 -568
78   134 -56
2,013   2,957 -944
4,983   4,015 968
2,381   1,611 770
717   271 446
128   179 -51
2,268   1,196 1,072
200   94 106
2,184   1,617 567
1,370   672 698
2,114   1,713 401
2,360   910 1,450
2,392   1,724 668
1,474   727 747
1,333   508 825
533   337 196
771   799 -28
363   294 69
1,758   959 799
1,590   807 783
133   174 -41
82   94 -12
1,230   1,052 178
937   808 129
1,217   1,410 -193
201   149 52
163   82 81
115   104 11
1,451   801 650
2,696   3,230 -534
285   174 111
129   121 8
547   215 332
1,436   604 832
164   73 91
1,838   2,087 -249
597   531 66
2,035   3,600 -1,565
1,555   1,301 254
2,241   1,430 811
2,117   2,044 73
1,743   1,094 649
242   205 37
1,280   1,065 215
1,102   707 395
482   348 134
1,426   372 1,054
307   233 74
2,965   2,458 507
1,491   826 665
5,637   2,741 2,896
101   94 7
946   414 532
1,890   3,873 -1,983
182   202 -20
751   448 303
2,795   974 1,821
1,272   700 572
111   256 -145
1,019   587 432
2,101   2,812 -711
331   156 175
82   80 2
2,250   2,560 -310
78   138 -60
309   255 54
98   54 44
2,149   514 1,635
1,740   883 857
80     80
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       -282
b       129
c       146
d       -3
e       -4
      -160
      95
      -22
      54
      -4
      -29
      18
      2
      21
      36
      58
      482
      24
      75
      -109
      42
      -18
      8
      -3
      -4
      16
      23
      -4
      -2
      128
      -111
      -22
      111
      76
      237
      17
      68
      -153
      -4
      1,003
      31
      -810
      59
      -822
      782
      106
      -111
      168
      35
      202
      28
      901
      12
      1,240
      -142
      -5,139
      64
      1,392
      834
      996
      1,091
      1,211
      431
      18
      139
      18
      19
      1,157
      177
      -146
      166
      266
      -57
      -1,451
      209
      2,588
      -598
      24
      91
      -2,664
      -209
      3,965
      21
      26
      -1,230
      2,354
      21
      33
      107
      115
      1,938
      350
      718
      326
      -134
      -279
      670
      -271
      160
      -1,045
      92
      -48
      1,756
      45
      9
      -45
      508
      -85
      42
      -14
      172
      59
      53
      5,480
      -450
      2,007
      1,805
      1,781
      -137
      -9
      108
      -68
      77
      108
      182
      685
      377
      -135
      -133
      76
      -89
      -39
      1,463
      -2,010
      -17
      1,014
      724
      -2,069
      346
      -145
      -16
      1,578
      546
      234
      -185
      326
      122
      41
      -59
      267
      1,253
      581
      952
      782
      -5,146
      653
      9
      110
      322
      -1
      4,885
      -1,065
      115
      203
      -290
      30
      593
      -617
      400
      63
      122
      191
      -10
      309
      0
      2,237
      -2,611
      -505
      1,089
      170
      -1,888
      -1,180
      38
      29
      111
      -568
      -56
      -944
      968
      770
      446
      -51
      1,072
      106
      567
      698
      401
      1,450
      668
      747
      825
      196
      -28
      69
      799
      783
      -41
      -12
      178
      129
      -193
      52
      81
      11
      650
      -534
      111
      8
      332
      832
      91
      -249
      66
      -1,565
      254
      811
      73
      649
      37
      215
      395
      134
      1,054
      74
      507
      665
      2,896
      7
      532
      -1,983
      -20
      303
      1,821
      572
      -145
      432
      -711
      175
      2
      -310
      -60
      54
      44
      1,635
      857
      80
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 50,264
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) 1 676
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........................... 3 676
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- ..... 5 676
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 432
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 432
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 9
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 253
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right 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 arrowTHE FOUNDATION Telephone no.right arrow (516) 569-4098

Located atright arrow515 OCEAN AVENUELAWRENCENY ZIP+4right arrow11559
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
AARON JUNGREIS PRESIDENT
1.00 		0 0 0
515 OCEAN AVENUE
LAWRENCE,NY11559
RUTH JUNGREIS V.P.
1.00 		0 0 0
515 OCEAN AVENUE
LAWRENCE,NY11559
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
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
1,135,374
b
Average of monthly cash balances.......................
1b
26,565
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,161,939
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
1,161,939
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
17,429
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,144,510
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
57,226
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
57,226
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
676
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
676
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
56,550
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
56,550
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
56,550
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
111,350
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
111,350
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 56,550
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...... 58,320
b From 2019...... 29,684
c From 2020...... 52,249
d From 2021...... 25,162
e From 2022...... 206,651
f Total of lines 3a through e ........ 372,066
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 111,350
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..... 56,550
e Remaining amount distributed out of corpus 54,800
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 5 426,866
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) ... 		58,320
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		368,546
10 Analysis of line 9:
a Excess from 2019.... 29,684
b Excess from 2020.... 52,249
c Excess from 2021.... 25,162
d Excess from 2022.... 206,651
e Excess from 2023.... 54,800
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).)
AARON JUNGREIS
RUTH JUNGREIS
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

BNOS MENACHEM

739 EAST NEW YORK AVENUE
BROOKLYN,NY11203 		NONE TAX-EXEMPT CHARITABLE 5,000

KEREN HATZEDAKAH

422 MONMOUTH AVE
LAKEWOOD,NJ08701 		NONE TAX-EXEMPT CHARITABLE 36,000

LEON MAYER FUND

15 PROSPECT AVENUE
HEWLETT,NY11557 		NONE TAX-EXEMPT CHARITABLE 5,000

BANIM LAMAKOM

425 E 9TH ST
BROOKLYN,NY11203 		NONE TAX-EXEMPT CHARITABLE 1,000

KEREN AHAVAS CHESED

312 HICKSVILLE RD
FAR ROCKWAY,NY11691 		NONE TAX-EXEMPT CHARITABLE 250

AMUDINORG

11 BROADWAY STE 1076
NEW YORK,NY10004 		NONE TAX-EXEMPT CHARITABLE 1,800

ASHEREINU

1813 EAST 19TH ST
BROOKLYN,NY11229 		NONE TAX-EXEMPT CHARITABLE 500

BETH HATALMUD BKLYN NY

2127 82ND STREET
BROOKLYN,NY11214 		NONE TAX-EXEMPT CHARITABLE 1,800

CLARION PROJECT

3401 ENTERPRISE PKWAY SUITE 340
BEACHWOOD,OH44122 		NONE TAX-EXEMPT CHARITABLE 3,600

CONGREGATION BETH SHALOM

390 BROADWAY
LAWRENCE,NY11559 		NONE TAX-EXEMPT CHARITABLE 18,000

EMUNAH OF AMERICA

500 7TH AVENUE
NEW YORK,NY10018 		NONE TAX-EXEMPT CHARITABLE 1,800

EZER MIZION

5225 NEW UTRECHT AVE
BROOKLYN,NY11219 		NONE TAX-EXEMPT CHARITABLE 1,800

KEHILLAS BNAI HAYESH VALLEY STREAM

575 HUNGRY HARBOR ROAD
VALLEY STREAM,NY11581 		NONE TAX-EXEMPT CHARITABLE 3,600

KEREN CHASANIM

1271 60TH ST
BROOKLYN,NY11219 		NONE TAX-EXEMPT CHARITABLE 100

MANHATTAN JEWISH

131 WEST 86TH STREET
NEW YORK,NY10024 		NONE TAX-EXEMPT CHARITABLE 2,500

MIRACLE ON THE BOWERY

353 BOWERY
NEW YORK,NY10003 		NONE TAX-EXEMPT CHARITABLE 1,000

CONGREGATION RACHMISTRIVKA

1164 45TH ST
BROOKLYN,NY11219 		NONE TAX-EXEMPT CHARITABLE 100

TCF TWISTED BROOKLYN NY

1960 SCHENECTADY AVE
BROOKLYN,NY11234 		NONE TAX-EXEMPT CHARITABLE 1,000

THE PHILADELPHIA FOUNDATION

1835 MARKET STREET
PHILADELPHIA,PA19103 		NONE TAX-EXEMPT CHARITABLE 500

YESHIVA KTANA

1 MAIN AVENUE
PASSAIC,NJ07055 		NONE TAX-EXEMPT CHARITABLE 1,000

YESHIVA TEFERES

1271 E 35TH STREET
BROOKLYN,NY11210 		NONE TAX-EXEMPT CHARITABLE 5,000

YESHIVAS MIR YERUSHALEM

5227 NEW UTRECHT AVENUE
BROOKLYN,NY11219 		NONE TAX-EXEMPT CHARITABLE 20,000
Total .................................right arrow 3a 111,350
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 54  
4 Dividends and interest from securities ....     14 27,335  
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 50,264  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOPPENHEIMER #56231 - NONDIVIDEND DISTRIBUTIONS 		    14 38  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 77,691 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
77,691
(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.)
11 N/A
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 InvestmentsCorpStockSchedule
Name:
AARON & RUTH JUNGREIS FOUNDATION
EIN:
11-3466420
Name of Stock End of Year Book Value End of Year Fair Market Value
OPPENHEIMER A/C #1856231 886,863 1,170,037

TY 2023 OtherExpensesSchedule
Name:
AARON & RUTH JUNGREIS FOUNDATION
EIN:
11-3466420
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
NYS FILING FEE 250 250   0
BANK CHARGES 920 920   0


TY 2023 OtherIncomeSchedule2
Name:
AARON & RUTH JUNGREIS FOUNDATION
EIN:
11-3466420
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OPPENHEIMER #56231 - NONDIVIDEND DISTRIBUTIONS 38   38


TY 2023 OtherIncreasesSchedule
Name:
AARON & RUTH JUNGREIS FOUNDATION
EIN:
11-3466420
Description Amount
ROUNDING 2


TY 2023 OtherProfessionalFeesSchedule
Name:
AARON & RUTH JUNGREIS FOUNDATION
EIN:
11-3466420
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 24,749 24,749   0


TY 2023 TaxesSchedule
Name:
AARON & RUTH JUNGREIS FOUNDATION
EIN:
11-3466420
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES WITHHELD 1,745 1,745   0
EXCISE TAX ON INVESTMENT INCOME 1,335 1,335   0