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
THE CLINTON FAMILY FUND
 
Number and street (or P.O. box number if mail is not delivered to street address)5824 S NASHVILLE AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60638
A Employer identification number

36-3994361
B Telephone number (see instructions)

(773) 643-2611
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$38,015,724J 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 1,016 1,016  
4 Dividends and interest from securities... 182,827 182,827  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 832,394
b Gross sales price for all assets on line 6a 1,479,208
7 Capital gain net income (from Part IV, line 2)... 832,394
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........ 1,016,237 1,016,237  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 6,709 671   6,038
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
8,000 4,000   4,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
6,750 0   6,750
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
482 109   374
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 882 0   882
21 Travel, conferences, and meetings....... 2,696 0   2,696
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,653 0   2,653
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 28,172 4,780   23,393
25 Contributions, gifts, grants paid....... 1,595,847 1,595,847
26 Total expenses and disbursements. Add lines 24 and 25 1,624,019 4,780   1,619,240
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -607,782
b Net investment income (if negative, enter -0-) 1,011,457
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......... 1,612,369 1,523,853 1,523,853
3 Accounts receivable right arrow10,297
Less: allowance for doubtful accounts right arrow   9,623 10,297 10,297
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)....... 14,337,549 Click to see attachment
List of Attached Documents:
// Content
13,690,735 		36,481,574
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) 15,959,541 15,224,885 38,015,724
Liabilities 17 Accounts payable and accrued expenses.......... 597,624 23,938
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) Click to see attachment
List of Attached Documents:
// Content
915,889 		Click to see attachment
List of Attached Documents:
// Content
1,362,701
23 Total liabilities (add lines 17 through 22)......... 1,513,513 1,386,639
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 14,446,028 13,838,246
29 Total net assets or fund balances (see instructions)..... 14,446,028 13,838,246
30 Total liabilities and net assets/fund balances (see instructions). 15,959,541 15,224,885
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
14,446,028
2
Enter amount from Part I, line 27a .....................
2
-607,782
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
13,838,246
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
13,838,246
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,479,208   646,814 832,394
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       832,394
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 832,394
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 14,059
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 14,059
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 14,059
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 0
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 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 818
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 14,877
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 arrowIL
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 arrowMARK HONINGS Telephone no.right arrow (773) 643-2611

Located atright arrow5824 S NASHVILLE AVENUECHICAGOIL ZIP+4right arrow60638
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
BRUCE E CLINTON TRUSTEE, CHAIR OF THE BOAR
10.00 		0 0 0
5824 S NASHVILLE AVENUE
CHICAGO,IL60638
MARTHA O CLINTON BOARD SECRETARY
1.00 		0 0 0
5824 S NASHVILLE AVENUE
CHICAGO,IL60638
L ANDREW MARTIN TRUSTEE AND FOUNDATION MGR
1.00 		0 0 0
5824 S NASHVILLE AVENUE
CHICAGO,IL60638
MARK HONINGS TREASURER
2.00 		6,709 0 0
5824 S NASHVILLE AVENUE
CHICAGO,IL60638
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 NEW WORLD SYMPHONY - BRUCE CLINTON IS A MEMBER OF THE EXECUTIVE, FINANCE, FACILITIES, AND NOMINATING AND GOVERNANCE COMMITTEES. MR. CLINTON TRAVELS TO ATTEND MEETINGS OF THE COMMITTEES WITH THE CITY OF MIAMI. AS PART OF THE FACILITIES COMMITTEE HE HAS AN ACTIVE ROLE IN THE MAINTENANCE AND RENOVATIONS OF THE BUILDINGS AND GROUNDS FOR THE CONCERT HALL, SOUNDSCAPE PARK, PARKING GARAGE, AND ALTON POINTE. 0
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
34,860,405
b
Average of monthly cash balances.......................
1b
124,434
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
34,984,839
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
34,984,839
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
524,773
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
34,460,066
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,723,003
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,723,003
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
14,059
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
14,059
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,708,944
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,708,944
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,708,944
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,619,240
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,619,240
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,708,944
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 1,590,149
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,619,240
a Applied to 2022, but not more than line 2a 1,590,149
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..... 29,091
e Remaining amount distributed out of corpus 0
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 0
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 .......... 		1,679,853
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) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
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).)
BRUCE E CLINTON
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

350ORG

20 JAY STREET
BROOKLYN,NY11201 		  PC GENERAL SUPPORT 2,500

ABILITY HOUSING

3740 BEACH BLVD SUITE 304
JACKSONVILLE,FL32207 		  PC GENERAL SUPPORT 7,500

ALZHEIMERS ASSOCIATION

225 N MICHIGAN AVENUE
CHICAGO,IL60661 		  PC GENERAL SUPPORT 1,000

AMERICAN INDIAN COLLEGE FUND

8333 GREENWOOD BLVD
DENVER,CO80221 		  PC GENERAL SUPPORT 2,000

AQUANAUTS WATER SHOWS

PO BOX 118
TWIN LAKES,WI53181 		  PC GENERAL SUPPORT 15,000

ARLINGTON HHS CHARITABLE CORP

27 MAPLE STREET
ARLINGTON,MA02476 		  PC GENERAL SUPPORT 10,000

ASPEN MUSIC FESTIVAL AND SCHOOL

225 MUSIC SCHOOL ROAD
ASPEN,CO81611 		  PC GENERAL SUPPORT 5,000

AUDUBON FLORIDA

4500 BISCAYNE BLVD SUITE 350
MIAMI,FL33137 		  PC GENERAL SUPPORT 67,000

BELLA VOCE - SING OUT LOUD

PO BOX 2605
ROCHESTER,MN55903 		  PC GENERAL SUPPORT 5,000

BOSTON AREA GLEANERS

240 BEAVER STREET
WALTHAM,MA02452 		  PC GENERAL SUPPORT 5,000

BRIANNA MARIE FOUNDATION

601 ROSSMOOR CIRCLE
MELBOURNE,FL32940 		  PC GENERAL SUPPORT 500

CAMILLUS HOUSE MIAMI

336 NW 5TH STREET
MIAMI,FL33128 		  PC GENERAL SUPPORT 5,000

CAN DO CANINIES

9440 SCIENCE CENTER DRIVE
NEW HOPE,MN55428 		  PC GENERAL SUPPORT 10,000

CANBY DEPOT & VISITOR CENTER

PO BOX 95
CANBY,MN56220 		  PC GENERAL SUPPORT 200

CAPITAL CITY MUSIC COLLECTIVE

5509 S PENNSYLVANIA AVENUE
LANSING,MI48911 		  PC GENERAL SUPPORT 5,000

CATHOLIC CHURCH EXTENTION

150 SOUTH WACKER DRIVE STE 2000
CHICAGO,IL60606 		  PC GENERAL SUPPORT 5,000

CHAMBER MUSIC SOCIETY OF LINCOLN CENTER

70 LINCOLN CENTER PLAZA 10TH FLOOR
NEW YORK,NY10023 		  PC GENERAL SUPPORT 10,000

CHICAGO PHILHARMONIC

14 COUNTRY LANE
NORTHFIELD,IL60093 		  PC GENERAL SUPPORT 10,000

CHICAGO SYMPHONY ORCHESTRA

220 SOUTH MICHIGAN
CHICAGO,IL60604 		  PC GENERAL SUPPORT 15,000

CHILDRENS TUMOR FOUNDATION

697 THIRD AVENUE
NEW YORK,NY10017 		  PC GENERAL SUPPORT 2,000

COVENANT HOUSE - MIAMI

733 BREAKERS AVENUE
FT LAUDERDALE,FL33304 		  PC GENERAL SUPPORT 2,000

DANA FARBER CANCER INSTITUTE

10 BROOKLINE PLACE
BROOKLINE,MA02445 		  PC GENERAL SUPPORT 6,500

DENVER ART MUSEUM

100 W 14TH AVENUE PARKWAY
DENVER,CO80204 		  PC GENERAL SUPPORT 1,000

DENVER BOTANIC GARDEN

909 YORK STREET
DENVER,CO80206 		  PC UNDERWRITE FREE SHUTTLE PROGRAM, GENERAL SUPPORT 31,000

DENVER RESCUE MISSION

PO BOX 5164
DENVER,CO80217 		  PC GENERAL SUPPORT 5,000

DETROIT SYMPHONY ORCHESTRA

3711 WOODWARD AVENUE
DETROIT,MI48201 		  PC GENERAL SUPPORT 20,000

DOWNTOWN ECUMENICAL SERVICES COUNCIL

215 NORTH OCEAN STREET
JACKSONVILLE,FL32202 		  PC GENERAL SUPPORT 25,000

EAA CHAPTER 932

5112 GREENWOOD ROAD
WONDER LAKE,IL60097 		  PC GENERAL SUPPORT 2,000

FAIRCHILD TROPICAL BOTANIC GARDEN

10901 OLD CUTLER ROAD
CORAL GABLES,FL33156 		  PC CREATION OF CHILDREN'S GARDEN 200,000

FLORIDA GRAND OPERA

8390 NW 25TH
MIAMI,FL33122 		  PC GENERAL SUPPORT 50,000

FOX LAKE DISTRICT 114 PTA

29067 W GRASS LAKE ROAD
SPRING GROVE,IL60081 		  PC GENERAL SUPPORT 500

FRANK LLOYD WRIGHT PRESERVATION TRUST

209 S LASALLE STREET SUITE 118
CHICAGO,IL60604 		  PC GENERAL SUPPORT 5,000

FRIENDS OF CHAMBER MUSIC MIAMI

2665 S BAYSHORE DRIVE
MIAMI,FL33133 		  PC GENERAL SUPPORT 20,000

FRONTLINE PBS

ONE GUEST STREET
BOSTON,MA02135 		  PC GENERAL SUPPORT 10,000

FSH SOCIETY

450 BEDFORD STREET
LEXINGTON,MA02420 		  PC GENERAL SUPPORT 10,000

FUNDING ARTS NETWORK

PO BOX 331864
MIAMI,FL332331864 		  PC GENERAL SUPPORT 1,000

GILPIN ECUATION FOUNDATION

514 COYOTE CIRCLE
BLACK HAWK,CO80422 		  PC GENERAL SUPPORT 5,000

GOLDEN GATE CANYON STATE PARK

1313 SHERMAN STREET
DENVER,CO80203 		  PC GENERAL SUPPORT 20,000

HARRIS THEATER

205 E RANDOLPH
CHICAGO,IL60601 		  PC GENERAL SUPPORT 5,000

HEALTH EFFECTIVE INSTITUTE

75 FEDERAL STREET 1400
BOSTON,MA02476 		  PC INTERN PROGRAM 18,500

HOUSING CORP OF ARLINGTON

252 MASSACHUSETTS AVENUE
ARLINGTON,MA02474 		  PC GENERAL SUPPORT 5,000

HOUSING FORWARD

1851 S NINTH AVENUE
MAYWOOD,IL60153 		  PC GENERAL SUPPORT 20,000

JACKSONVILLE SCHOOL FOR AUTISM

4000 SPRING PARK ROAD
JACKSONVILLE,FL33207 		  PC GENERAL SUPPORT/CAPITAL CAMPAIGN 45,000

JACKSONVILLE SYMPHONY ORCHESTRA

300 WATER STREET SUITE 200
JACKSONVILLE,FL32202 		  PC GENERAL SUPPORT 10,000

JEHOVAH'S WITNESS KINGDOM HALL

12600 SW 216 STREET
MIAMI,FL33170 		  PC MAINTENANCE FUND 5,000

KANSAS CITY CIVIC ORCHESTRA

PO BOX 224
SHAWNEE MISSION,KS66201 		  PC GENERAL SUPPORT 10,000

KBDI BROOMFIELD

2900 WELTON STREET
DENVER,CO80205 		  PC GENERAL SUPPORT 5,000

KRMA DENVER

2101 ARAPAHOE
DENVER,CO80205 		  PC GENERAL SUPPORT 5,000

LAKE VILLA TOWNSHIP BASEBALL

22668 GRASS LAKE ROAD
LAKE VILLA,IL60046 		  PC PARKING LOT REPAIR 20,000

LANDMARKS ILLINOIS

30 N MICHIGAN AVENUE 2020
CHICAGO,IL60602 		  PC GENERAL SUPPORT 2,500

LEAGUE OF AMERICAN ORCHESTRAS

33 WEST 60TH STREET 5TH FLOOR
NEW YORK,NY100237905 		  PC GENERAL SUPPORT 20,000

LURIES CHILDRENS HOSPITAL

225 E CHICAGO
CHICAGO,IL60611 		  PC GENERAL SUPPORT 5,000

MACPHAIL CENTER FOR MUSIC

666 MANDAMIN TRAIL
LA POINTE,WI54850 		  PC GENERAL SUPPORT 5,000

MARFAN FOUNDATION

22 MAHASSET AVENUE
PORT WASHINGTON,NY11050 		  PC GENERAL SUPPORT 5,000

MASS AUDUBON

208 SOUTH GREAT ROAD
LINCOLN,MA01773 		  PC GENERAL SUPPORT 20,000

MAYO CLINIC JACKSONVILLE

200 FIRST STREET SW
ROCHESTER,MN55905 		  PC GENERAL SUPPORT 10,000

MAYO CLINIC ROCHESTER

200 FIRST STREET SW
ROCHESTER,MN55905 		  PC GENERAL SUPPORT 25,000

MAYWOOD FINE ARTS

25 N 5TH AVENUE
MAYWOOD,IL60153 		  PC GENERAL SUPPORT 5,000

MCCORD GALLERY & CULTURAL CTR

9602 W CREEK ROAD
PALOS PARK,IL60464 		  PC GENERAL SUPPORT 5,000

MERIT SCHOOL OF MUSIC

38 SOUTH PEORIA STREET
CHICAGO,IL60607 		  PC GENERAL SUPPORT 10,000

MIAMI CITY BALLET

2200 LIBERTY AVENUE
MIAMI BEACH,FL33139 		  PC GENERAL SUPPORT 25,000

MIAMI MUSIC PROJECT

2125 BISCAYNE BLVD
MIAMI,FL33137 		  PC GENERAL SUPPORT 10,000

MIAMI RESCUE MISSION

2020 NW 1ST AVENUE
MIAMI,FL33242 		  PC GENERAL SUPPORT 10,000

MINNEAPOLIS JEWISH COMMITTEE

4330 CEDAR LAKE ROAD
MINNEAPOLIS,MN55416 		  PC GENERAL SUPPORT 75,000

MISERICORDIA

6300 NORTH RIDGE
CHICAGO,IL60660 		  PC GENERAL SUPPORT 10,000

NATIONAL CENTER FOR FAMILY PHILANTHROPY

1667 K STREET 350
WASHINGTON,DC20006 		  PC GENERAL SUPPORT 1,000

NATIONAL WILDLIFE FEDERATION

11100 WILDLIFE CENTER
RESTON,VA20190 		  PC GENERAL SUPPORT 1,000

NEW WORLD SYMPHONY

500 17TH STREET
MIAMI BEACH,FL33139 		  PC GENERAL SUPPORT 50,000

NORTH FLORIDA SCHOOL OF SPECIAL ED

223 MILL CREEK
JACKSONVILLE,FL32211 		  PC GENERAL SUPPORT/BOCCE BALL COURT 11,945

NORTHLAND COLLEGE

1411 ELLIS AVENUE
ASHLAND,WI54806 		  PC GENERAL SUPPORT 50,000

NORTHWESTERN UNIVERSITY

1201 DAVIS STREET
EVANSTON,IL60208 		  PC GENERAL SUPPORT 10,000

OPPORTUNITY KNOCKS

8020 MADISON STREET
RIVER FOREST,IL60305 		  PC GENERAL SUPPORT 2,500

PACTT LEARNING CENTER

433 W VAN BUREN
CHICAGO,IL60607 		  PC GENERAL SUPPORT 1,250

PALM BEACH ATLANTIC SCHOLARSHIP FUND

901 S FLAGLER
WEST PALM BEACH,FL33401 		  PC SCHOLARSHIPS 1,000

PINE CASTLE INC

4911 SPRING PARK ROAD
JACKSONVILLE,FL32207 		  PC SUPPORT MUSIC PROGRAM/GENERAL SUPPORT 51,952

PLYMOUTH CONGREGATIONAL CHURCH

3400 DEVON ROAD
COCONUT GROVE,FL33133 		  PC GENERAL SUPPORT/NAMING PRESCHOOL 10,000

POUDRE WILDERNESS VOLUNTEERS

PO BOX 271921
FORT COLLINS,CO80527 		  PC GENERAL SUPPORT 5,000

PROMOTE FOX LAKE

113 ARTHUR AVENUE
FOX LAKE,IL600201319 		  PC GENERAL SUPPORT 1,000

PROPUBLICA

155 AVENUE OF THE AMERICAS
NEW YORK,NY10013 		  PC GENERAL SUPPORT 2,500

PULITZER CENTER

2000 PENNSYLVANIA AVENUE 7000
WASHINGTON,DC20006 		  PC LOCAL REPORTING OF NATIONAL EVENTS 150,000

RETHREADED

515 E 9TH STREET
JACKSONVILLE,FL33206 		  PC GENERAL SUPPORT 1,000

ROCHESTER ARTS CENTER

30 CIVIC CENTER DRIVE
ROCHESTER,MN55904 		  PC GENERAL SUPPORT 10,000

SALVATION ARMY CHICAGO

5040 N PULASKI
CHICAGO,IL60630 		  PC GENERAL SUPPORT 3,000

SALVATION ARMY COLORADO

PO BOX 280750
LAKEWOOD,CO802280750 		  PC GENERAL SUPPORT 3,000

SALVATION ARMY FLORIDA

1907 NW 38TH STREET
MIAMI,FL33142 		  PC GENERAL SUPPORT 3,000

SARAH'S INN

309 HARRISON STREET
OAK PARK,IL60304 		  PC GENERAL SUPPORT 5,000

SERAPHIC FIRE

1900 CORAL WAY
MIAMI,FL33145 		  PC GENERAL SUPPORT 15,000

SISTERS OF ST FRANCIS

1001 14TH STREET NW
ROCHESTER,MN55901 		  PC SECURITY SYSTEM CAPITAL CAMPAIGN 26,000

SKIDMORE COLLEGE

815 N BROADWAY
SARATOGA SPRINGS,NY12866 		  PC GENERAL SUPPORT 5,000

SPHINX ORGANIZATION

2200 HUNT
DETROIT,MI48207 		  PC GENERAL SUPPORT 5,000

ST JAMES METHODIST CHURCH

PO BOX 42
CENTRAL CITY,CO80427 		  PC GENERAL SUPPORT 500

TAKI ALSOP CONDUCTING FELLOWSHIP

PO BOX 70185
SPRINGFIELD,OR97401 		  PC GENERAL SUPPORT 10,000

THE COVE CENTER FOR GREIVING CHILDREN

250 POMEROY AVENUE SUITE 107
MERIDEN,CT06450 		  PC GENERAL SUPPORT 10,000

THE EVERGLADES FOUNDATION

18001 OLD CULTER ROAD
PALMETTO BAY,FL33157 		  PC GENERAL SUPPORT 20,000

THE FUTURE OF JUMP IS NOW

PO BOX 532
BURLINGTON,WI53105 		  PC GENERAL SUPPORT 5,000

THE INNOCENCE PROJECT

40 WORTH STREET
NEW YORK,NY10013 		  PC GENERAL SUPPORT 2,000

THE KNIGHTS

1275 PROSPECT AVENUE
BROOKLYN,NY11218 		  PC GENERAL SUPPORT 5,000

U CO SCHOOL OF ARCHITECTURE

301 UCB
BOULDER,CO80309 		  PC SCHOLARSHIPS 10,000

U CO SCHOOL OF MUSIC

301 UCB
BOULDER,CO80309 		  PC UNDERWRITE MASTERCLASS PROGRAM 25,000

UCCCHSC

5628 S HARPER AVENUE
CHICAGO,IL60637 		  PC GENERAL SUPPORT 2,000

UNDERLINEORG

1172 S DIXIE HIGHWAY 559
CORAL GABLES,FL33146 		  PC GENERAL SUPPORT 5,000

UNITED WAY - DADE COUNTY

3250 SOUTHWEST THIRD AVENUE
MIAMI,FL33129 		  PC GENERAL SUPPORT 10,000

UNIVERSITY OF CHI DIV OF HUM

101 E 59TH STREET
CHICAGO,IL60637 		  PC GENERAL SUPPORT 8,000

UNIVERSITY OF MIAMI - S OF ARC

6200 SAN AMARO DRIVE
CORAL GABLES,FL331242932 		  PC SCHOLARSHIPS 5,000

UNTERMEYERS GARDEN

945 NORTH BROADWAY
YONKERS,NY10701 		  PC GENERAL SUPPORT 5,000

VICTORY TABERNACLE

1008 PEEL STREET
AVON PARK,FL33825 		  PC CAPITAL CAMPAIGN 10,000

VIRGINIO FERRARI FOUNDATION

5429 S EAST VIEW PARK 3
CHICAGO,IL60615 		  PC GENERAL SUPPORT 15,000

WECAREJAX

4080 WOODCOCK DRIVE BUILDING 2400
SUITE 130
JACKSONVILLE,FL32207 		  PC GENERAL SUPPORT 5,000

WINONA STATE UNIVERSITY

175 WEST MARK STREET
WINONA,MN55987 		  PC SCHOLARSHIPS 5,000

WLRN - FT LAUDERDALE

172 NE 15 STREET
MIAMI,FL33132 		  PC GENERAL SUPPORT 5,000

WPBT SOUTH FLORIDA PBS

3401 S CONGRESS AVENUE
BOYTON BEACH,FL33426 		  PC GENERAL SUPPORT 10,000

XERCES SOCIETY

628 NE BROADWAY SUITE 200
PORTLAND,OR97232 		  PC GENERAL SUPPORT 500

ZOOLOGICAL SOCIETY OF FLORIDA

12400 SW 152ND STREET
MIAMI,FL33177 		  PC GENERAL SUPPORT 10,000
Total .................................right arrow 3a 1,595,847
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 1,016  
4 Dividends and interest from securities ....     14 182,827  
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 ............ 		    18 832,394  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,016,237 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,016,237
(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:
THE CLINTON FAMILY FUND
EIN:
36-3994361
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 8,000 4,000   4,000

TY 2023 InvestmentsCorpStockSchedule
Name:
THE CLINTON FAMILY FUND
EIN:
36-3994361
Name of Stock End of Year Book Value End of Year Fair Market Value
ADOBE INC 7,468 124,689
ALPHABET INC-CL C 35,404 219,851
ALPHABET INC-CL A 22,604 108,958
AMAZON.COM INC 27,237 203,600
APPLE INC 28,275 515,210
BERKSHIRE HATHAWAY INC-CL A 8,211,908 20,619,751
BERKSHIRE HATHAWAY INC-CL B 760,809 1,672,379
BROADCOM INC 12,954 363,898
COSTCO WHOLESALE CORP 13,175 67,328
EDGEWOOD GROWTH FUND-INST 408,950 1,554,081
HOME DEPOT INC 15,440 112,282
ISHARES CORE S&P 500 ETF 3,034,695 6,835,363
LAM RESEARCH CORP 15,439 166,834
LOWE'S COS INC 7,763 87,462
MARSH & MCLENNAN COS 17,185 69,914
MARTIN MARIETTA MATERIALS 13,976 41,410
MASTERCARD INC - A 16,448 157,809
META PLATFORMS INC-CLASS A 29,734 129,195
MICROSOFT CORP 46,814 503,894
SPDR S&P 500 ETF TRUST 887,498 2,567,625
UNITEDHEALTH GROUP INC 30,155 193,215
VISA INC-CLASS A SHARES 16,510 55,975
ACCENTURE PLC-CL A 17,352 72,638
WASTE CONNECTIONS INC 12,942 38,213

TY 2023 OtherExpensesSchedule
Name:
THE CLINTON FAMILY FUND
EIN:
36-3994361
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER EXPENSES 2,653 0   2,653


TY 2023 OtherLiabilitiesSchedule
Name:
THE CLINTON FAMILY FUND
EIN:
36-3994361
Description Beginning of Year - Book Value End of Year - Book Value
CHECKS WRITTEN IN EXCESS OF CASH BALANCE 915,889 1,362,701


TY 2023 OtherProfessionalFeesSchedule
Name:
THE CLINTON FAMILY FUND
EIN:
36-3994361
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING FEES 6,750 0   6,750


TY 2023 TaxesSchedule
Name:
THE CLINTON FAMILY FUND
EIN:
36-3994361
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN WITHHOLDING TAX 67 67   0
PAYROLL TAXES 415 42   374