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
Berlanti Family Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

83-1458921
B Telephone number (see instructions)

(800) 839-1754
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$3,474,865J 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) 987,930
2 Check right arrow.............
3 Interest on savings and temporary cash investments 12,931 12,931  
4 Dividends and interest from securities... 57,829 57,829  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 12,072
b Gross sales price for all assets on line 6a 3,253,984
7 Capital gain net income (from Part IV, line 2)... 314,752
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........ 1,070,762 385,512  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages...... 60,000     60,000
15 Pension plans, employee benefits....... 4,912     4,912
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
13,000 0 0 13,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
15,620 15,620    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,424 375    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 975      
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
28,154 1,164   23,630
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 124,085 17,159 0 101,542
25 Contributions, gifts, grants paid....... 1,548,000 1,548,000
26 Total expenses and disbursements. Add lines 24 and 25 1,672,085 17,159 0 1,649,542
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -601,323
b Net investment income (if negative, enter -0-) 368,353
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......... 1,178,710 860,767 860,767
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   2,321    
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) 701,982    
b Investments—corporate stock (attach schedule)....... 1,119,939 Click to see attachment
List of Attached Documents:
// Content
817,517 		1,001,683
c Investments—corporate bonds (attach schedule)....... 857,883 Click to see attachment
List of Attached Documents:
// Content
1,581,228 		1,612,415
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) 3,860,835 3,259,512 3,474,865
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 3,860,835 3,259,512
29 Total net assets or fund balances (see instructions)..... 3,860,835 3,259,512
30 Total liabilities and net assets/fund balances (see instructions). 3,860,835 3,259,512
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
3,860,835
2
Enter amount from Part I, line 27a .....................
2
-601,323
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
3,259,512
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,259,512
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      
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 3,253,984   2,939,232 314,752
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       314,752
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 2 314,752
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 5,120
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 5,120
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,120
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 800
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 800
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 4,320
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
Yes
 
If "Yes," attach the statement required by General Instruction T.Click to see attachment
List of Attached Documents:
// Content
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 arrowCA, DE
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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
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
Gregory Berlanti Dir, Pres
2.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Robbie Rogers Treas
2.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Theresa Rogers Sec
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Dina Segerson VP
0.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
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
CARL OGAWA Executive Director
5.0 		60,000    
5301 BEETHOVEN ST SUITE 109
Los Angeles,CA90066
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
 
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
2,960,442
b
Average of monthly cash balances.......................
1b
391,919
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,352,361
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
3,352,361
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
50,285
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,302,076
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
165,104
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
165,104
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
5,120
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,120
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
159,984
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
159,984
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
159,984
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
1,649,542
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,649,542
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 7 159,984
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:2021, 2020, 2019  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 18,002
b From 2019...... 1,438,682
c From 2020...... 2,540,904
d From 2021...... 1,526,938
e From 2022...... 2,413,073
f Total of lines 3a through e ........ 7,937,599
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,649,542
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 159,984
e Remaining amount distributed out of corpus 1,489,558
5 Excess distributions carryover applied to 2023.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 9,427,157
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		18,002
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		9,409,155
10 Analysis of line 9:
a Excess from 2019.... 1,438,682
b Excess from 2020.... 2,540,904
c Excess from 2021.... 1,526,938
d Excess from 2022.... 2,413,073
e Excess from 2023.... 1,489,558
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).)
Gregory Berlanti
Robbie Rogers
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

ACLU FOUNDATION OF SOUTHERN CALIFORNIA

1313 WEST EIGHTH ST
LOS ANGELES,CA90017 		N/A PC Protector of Freedom Package for the ACLU Bill of Rights awards 2023 15,000

BIGHORN GOLF CLUB CHARITIES

255 PALOWET DR
PALM DESERT,CA92260 		N/A PC General & Unrestricted 10,000

BIGHORN GOLF CLUB CHARITIES

255 PALOWET DR
PALM DESERT,CA92260 		N/A PC Charitable Event 10,000

CHILDRENS HOSPITAL LOS ANGELES

4650 W SUNSET BLVD MS29
LOS ANGELES,CA90027 		N/A PC General & Unrestricted 20,000

FRIENDS OF THE LOS ANGELES FREE CLINIC

8405 BEVERLY BLVD
LOS ANGELES,CA90048 		N/A PC General & Unrestricted 15,000

FROM THE HEART PRODUCTIONS INC

1013 HARBOR BLVD 53
OXNARD,CA93035 		N/A PC Vipers Fund 10,000

GEFFEN PLAYHOUSE INC

10886 LE CONTE AVE
LOS ANGELES,CA90024 		N/A PC General & Unrestricted 50,000

GIRLS INC OF GREATER LOS ANGELES

4821 LANKERSHIM BLVD STE F 110
NORTH HOLLYWOOD,CA91601 		N/A PC Charitable Event 10,000

HUMAN FAMILY EDUCATIONAL AND CULTURAL INSTITUTE

3435 OCEAN PARK BLVD 107 PMB 450
SANTA MONICA,CA90405 		N/A PC General & Unrestricted 2,500

JEWISH FAMILY SERVICE OF THE DESERT

490 S FARRELL DR STE C208
PALM SPRINGS,CA92262 		N/A PC General & Unrestricted 10,000

MAKE A WISH FOUNDATION OF GREATER LOS ANGELES

11390 W OLYMPIC BLVD STE 300
LOS ANGELES,CA90064 		N/A PC Charitable Event 10,000

MOTION PICTURE AND TELEVISION FUND

23388 MULHOLLAND DR STE 220
WOODLAND HILLS,CA91364 		N/A PC Charitable Event 20,000

MOTION PICTURE AND TELEVISION FUND

23388 MULHOLLAND DR STE 220
WOODLAND HILLS,CA91364 		N/A PC Strike Relief Programs 150,000

NEW YORK RESTORATION PROJECT

254 W 31ST ST FL 10T
NEW YORK,NY10001 		N/A PC General & Unrestricted 25,000

OUR CHILDRENS EARTH FOUNDATION

1625 TRANCAS ST UNIT 2218
NAPA,CA94558 		N/A PC Drag Story Hour fund 30,000

PEOPLE FOR THE AMERICAN WAY FOUNDATION

1101 15TH ST NW STE 600
WASHINGTON,DC20005 		N/A PC General & Unrestricted 150,000

SAFE SPACE PICTURES FOUNDATION

9903 SANTA MONICA BLVD 753
BEVERLY HILLS,CA90212 		N/A PC Last Guest Of the Holloway Motel Project 30,000

SHOWING UP FOR RACIAL JUSTICE EDUCATION FUND INC

PO BOX 1053
BUFFALO,NY14205 		N/A PC General & Unrestricted 1,000

SIMON WIESENTHAL CENTER INC

1399 S ROXBURY 2ND FL
LOS ANGELES,CA90035 		N/A PC Charitable Event 15,000

TEMPLE ISRAEL OF HOLLYWOOD

7300 HOLLYWOOD BLVD
LOS ANGELES,CA90046 		N/A PC Bay-Nimoy ECC program 25,000

THE ACTORS FUND OF AMERICA - ENTERTAINMENT COMMUNI

729 7TH AVENUE 10TH FL
NEW YORK,NY10019 		N/A PC Film and Television support 250,000

THE ACTORS FUND OF AMERICA - ENTERTAINMENT COMMUNI

729 7TH AVENUE 10TH FL
NEW YORK,NY10019 		N/A PC Charitable Event 50,000

THE ACTORS FUND OF AMERICA - ENTERTAINMENT COMMUNI

729 7TH AVENUE 10TH FL
NEW YORK,NY10019 		N/A PC Strike Relief Programs 150,000

THE ACTORS FUND OF AMERICA - ENTERTAINMENT COMMUNI

729 7TH AVENUE 10TH FL
NEW YORK,NY10019 		N/A PC Essential Campaign: Supporting a life in the arts 333,000

THE BARBARA SINATRA CHILDRENS CENTER AT EISENHOWER

39000 BOB HOPE DR
RANCHO MIRAGE,CA92270 		N/A PC Charitable Event 2,500

THE GIVING SPIRIT

11693 SAN VICENTE BLVD 113
LOS ANGELES,CA90049 		N/A PC General & Unrestricted 15,000

THE MAPLE COUNSELING CENTER

1945 S LA CIENEGA BLVD
LOS ANGELES,CA90034 		N/A PC General & Unrestricted 3,500

THE PALEY CENTER FOR MEDIA

25 WEST 52 ST
NEW YORK,NY10019 		N/A PC The Peter Roth Internship Program 100,000

THE PALEY CENTER FOR MEDIA

25 WEST 52 ST
NEW YORK,NY10019 		N/A PC General & Unrestricted 20,000

THE TANK LTD

312 WEST 36TH ST 1ST FLOOR
NEW YORK,NY10018 		N/A PC Producer Hub - The Appointment fund 10,000

THE UCLA FOUNDATION

PO BOX 7145
PASADENA,CA91109 		N/A PC Charitable Event 1,000

VETSAID INC

200 E JEFFERSON ST
FALLS CHURCH,VA22036 		N/A PC General & Unrestricted 2,500

WAYOUT LGBTQ FOUNDATION

PO BOX 14363
SAN FRANCISCO,CA94114 		N/A PC General & Unrestricted 2,000
Total .................................right arrow 3a 1,548,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 12,931  
4 Dividends and interest from securities ....     14 57,829  
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 12,072  
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) ..   82,832  
13Total. Add line 12, columns (b), (d), and (e)..................
13
82,832
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


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

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

83-1458921
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
Berlanti Family Foundation
  		Employer identification number
83-1458921
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
Gregory Berlanti Living Trust
9100 Wilshire Blvd STE 1000W
 
Beverly Hills, CA90212

$ 987,930


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
Berlanti Family Foundation
  		Employer identification number

83-1458921
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 AMAZON COM AMZN, 2468 sh. $ 311,924 2023-10-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ALPHABET INC CL C GOOG, 780 sh. $ 104,541 2023-10-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 APPLE INC AAPL, 3316 sh. $ 558,825 2023-10-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ALPHABET INC CL A GOOGL, 95 sh. $ 12,640 2023-10-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
Berlanti Family Foundation
  		Employer identification number

83-1458921
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
Berlanti Family Foundation
EIN:
83-1458921
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Audit Fees 13,000     13,000

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

TY 2023 DepreciationSchedule
Name:
Berlanti Family Foundation
EIN:
83-1458921
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2023 InvestmentsCorpBondsSchedule
Name:
Berlanti Family Foundation
EIN:
83-1458921
Name of Bond End of Year Book Value End of Year Fair Market Value
AMAZON COM - 1.000% - 05/12/20 72,127 73,932
AMERICAN EXPRESS CO - 2.550% - 74,086 74,986
AMERICAN HONDA FIN CORP SER A 74,221 75,148
ANHEUSER BUSCH - 4.000% - 04/1 51,393 54,361
APPLE INC - 2.900% - 09/12/202 71,494 71,874
ASTRAZENECA PLC NOTE - 3.375% 72,959 73,339
BANK AMERICA CORP SER - 5.202% 52,169 55,385
BERKSHIRE HATHAWAY NOTE - 3.12 72,991 72,915
BRISTOL-MYERS SQUIBBCO SER C - 66,718 68,842
COMCAST CORP - 3.300% - 02/01/ 72,245 72,400
DEERE JOHN CAPITAL CORP SER H 54,245 54,497
DISNEY WALT CO - 1.750% - 01/1 50,537 52,068
DUKE ENERGY CAROLINAS - 2.950% 71,781 72,368
FLORIDA PWR &LT CO BOND CALL M 67,795 70,171
JP MORGAN CHASE - 3.900% - 07/ 73,778 73,838
MERCK & CO INC - 0.750% - 02/2 72,059 74,184
NVIDIA CORP - 2.850% - 04/01/2 51,277 55,580
PEPSICO - 2.375% - 10/06/2026 71,012 71,286
PFIZER INC - 3.000% - 12/15/20 72,509 72,306
PNC FINL SVCS GROUP INC - 4.75 75,150 74,440
TARGET CORP - 1.950% - 01/15/2 49,232 51,347
UNITEDHEALTH GROUP INC FXD RT 72,134 72,838
WALMART INC - 3.900% - 04/15/2 67,300 69,318
WELLS FARGO - 2.393% - 06/02/2 52,016 54,992

TY 2023 InvestmentsCorpStockSchedule
Name:
Berlanti Family Foundation
EIN:
83-1458921
Name of Stock End of Year Book Value End of Year Fair Market Value
AAUKF 238 151
ABB LTD 4,234 8,240
ABBOTT LABS 2,626 3,522
ACCENTURE PLC 6,337 11,228
ADIDAS AG 887 915
ADOBE SYSTEMS, INC 3,316 5,966
AIA GROUP 4,721 4,087
AIA GROUP LTD ADR 5,455 4,542
AIRBNB 4,611 3,948
AIRBUS GROUP 1,849 2,083
AIRTEL AFRICA ORD SHS 1,965 1,776
ALIGN TECHNOLOGY, INC 1,111 1,096
ALLSTATE CORP 6,740 7,979
ALPHABET INC CL A 6,733 13,689
ALPHABET INC CL C 2,288 4,792
AMADEUS IT HLDS SA 1,804 2,234
AMAZON COM 19,438 26,740
AMER INTERNATIONAL GROUP INC 5,418 8,198
AMERICA MOVIL SA 556 574
AMPHENOL CORPORATION 4,424 5,948
ANHEUSER BUSCH COS INC 1,620 1,357
AON PLC CL A 3,436 4,947
ARCA CONTINENTAL SAB DE CV 1,711 3,602
ARCHER DANIELS MDLND 3,771 6,428
ASCENDAS INDIA TR 3,413 3,776
ASE TECHNOLOGY HOLDINGS CO LTD 2,190 3,896
ASM INTERNATIONAL NV 1,935 3,115
ASML HOLDING NV NY REG SHS 2,715 3,785
ASSA ABLOY UNSP/ADR 2,858 3,609
ASTRAZENECA 2,605 3,772
AUTODESK, INC 3,357 3,165
AVERY DENNISON CORP 3,158 2,830
B&M EUROPEAN VALUE RETAIL SA A 643 547
BANCO DEL BAJIO INSTITUCION DE 970 1,386
BANK OF AMERICA CORP 3,243 3,300
BAXTER INTERNATIONAL INC 11,037 6,650
BEIGENE LTD 698 541
BHP BILLITON LIMITED 776 888
BOC AVIATION LTD 1,424 1,338
BOOZ ALLEN HAMILTON HOLDING CO 4,130 6,012
BP PLC SPONSORED ADR 1,362 1,310
BRITISH AMERICAN TOBACCO PLC 2,379 1,845
BRP INC 2,226 2,294
BUREAU VERITAS SA 2,916 2,178
CALRSBERG AS SP ADR REP B 5,619 4,479
CANADIAN NATL RAILWAY CO 662 754
CAP GEMINI SA UNSP/ADR 1,344 1,507
CHARLES SCHWAB CORP 2,331 4,059
CHINA CONSTR BANK 1,172 923
CHINA MERCHANTS BANK CO., LTD 5 3
CIBANCO SA INSTITUCION DE BANC 1,446 2,524
CIGNA CORPORATION 3,962 6,887
CIMC ENRIC HOLDINGS ORD SHS 1,119 1,004
CISCO SYSTEMS INC 5,164 5,507
COCA COLA EUROPEAN PARTNERS PL 2,713 3,337
COCA COLA FEMSA SA 2,055 2,271
COGNIZANT TECHNOLOGY SOLUTIONS 5,127 6,571
COMCAST CORP 4,971 5,964
COMPAGNIE FINANCIERE RICHEMONT 378 551
COMPUTERSHARE LTD ADR 2,446 2,336
CONAGRA FOODS INC 6,235 5,847
CONOCOPHILLIPS 2,298 6,964
COPA HOLDINGS S.A 3,215 3,615
CVS CAREMARK CORP 4,858 6,554
DAIICHI SANKYO CO LTD SPONSORE 1,156 1,121
DAIKIN INDS LTD ADR 1,230 1,132
DANAHER CORP 4,526 5,089
DASSAULT SYS SA SPN ADR 643 784
DBS GROUP HLDGS SPON ADR 1,472 1,823
DEERE CO 2,504 2,799
DIAGEO PLC ADS 4,490 3,933
DNB BANK ASA 1,141 1,341
DOLLAR GENERAL CORP 8,015 5,574
DOLLAR TREE INC 5,007 7,387
DOVER CORP 6,870 6,768
DSV UNSP ADR EACH REPR 0.5 ORD 545 878
DU PONT DE NEMOURS 5,175 6,231
DUKE ENERGY CO 6,427 6,405
ELI LILLY & CO 599 583
ENDEAVOUR MINING CORP 1,330 1,142
ENGIE 1,535 1,846
EPIROC AB 4,363 6,461
EQUITY RESIDENTIAL PPTYS TR 7,474 6,483
ESSILOR INTL ADR 1,946 2,512
ESTEE LAUDER COMPANIES INC 5,731 4,241
EUROBANK HOLDINGS ORD SHS 1,631 2,328
FIBRA PROLOGIS 2,062 4,225
FIDELITY NATIONAL INFORMATION 11,492 6,307
FUJITSU LTD ADR OTC 1,162 1,111
GARTNER INC 784 2,256
GENMAB A/S SPON 1,271 1,783
GIVAUDAN SA UNSP/ADR 1,283 1,828
GLENCORE XSTRATA PLC 2,973 2,647
GROUPE DANONE ADS 984 1,049
GRUPO FIN BANORTE SE 2,443 2,804
HAIER SMART HOME CLASS H ORD S 2,165 1,696
HDFC BANK LTD ADR 4,837 4,899
HERMES INTL 10 ADR 525 1,276
HEXAGON 2,100 3,354
HITACHI LTD 861 1,012
HOLOGIC, INC 6,804 6,573
HONEYWELL INTL 7,857 8,179
HONG KONG EX&CL UNSP/ADR 353 206
IBERDROLA ADR 905 998
ICICI BK LTD ADS 3,113 3,814
IMPERIAL BRANDS PL 990 956
INDUSTRIA DE DISENO 3,555 5,451
INTEGRATED DIAGNOSTICS HOLDING 825 269
INTERCONTINENTAL EXCHANGE, INC 3,914 5,522
INTL CONTAINER TERM SVCS INC 1,598 1,649
IQVIA HOLDINGS INC 3,668 5,553
ISHARES MSCI INDIA ETF 3,598 4,051
ISHARES MSCI-SOUTH KOREA 4,263 4,784
ISHARES MSCI-TAIWAN 3,241 3,314
ITAU UNIBANCO HOLDING S.A 2,288 2,808
ITOCHU CORP ADR OTC 1,276 1,303
JOHNSON & JOHNSON 11,077 12,225
KERING UNSPON ADR EA REPR 0.1 1,934 1,725
KEYENCE CORPORATION,FIRST SECT 1,431 1,744
KON KPN NV SPON ADR REP 1 ORD 1,095 1,064
KONE OYJ ADR B SHS 2,721 2,521
L'AIR LIQUIDE ADR OTC 1,142 1,519
L'OREAL ADR 1,577 2,187
LEGRAND INC 2,754 2,620
LENOVO GROUP LTD ORD 1,651 2,400
LONDON STK EXCHANGE GROUP 2,562 3,357
LONZA GROUP AG UNSP/ADR 1,321 926
LOWES COMPANIES INC 5,549 5,786
LVMH MOET HENN UNSP 4,302 5,361
MARUBENI CORP ADR CNV INTO 10 1,112 941
MASTERCARD INC 3,521 4,692
MCDONALD'S CORP 3,009 4,448
MERCADOLIBRE, INC 583 1,572
MERCK & CO INC 4,609 6,214
MERCK KGAA SPON ADR EACH REPR 1,815 2,171
MICROSOFT CORP 137,709 194,036
MOTOROLA SOLUTIONS INC 4,797 9,393
MTU AERO ENGINES 972 1,079
MYTILINEOS HOLDINGS SA REG 1,585 2,915
NESTLE S.A 1,975 1,966
NETEASE.COM INC COM STK 810 652
NETFLIX INC 2,349 4,869
NICE SYSTEMS LTD 433 399
NIDEC CORPORATION ADR 915 514
NIKE INC-CL B 5,845 4,560
NINTENDO CO LTD ADR UNSPON 2,168 2,767
NIPPON TELEGRAPH & TELEPHONE C 1,471 1,493
NOKIA 917 554
NOMURA RESEARCH INST LTD 1,105 1,133
NORTHROP GRUMMAN CORP 4,590 6,554
NOTORI HOLDINGS 1,333 935
NOVO NORDISK A S 4,234 6,928
NXP SEMICONDUCTORS 2,086 4,134
OPAP ORG OF FOOTB 2,186 2,920
ORACLE CORP 2,974 5,166
PAYPAL HOLDINGS, INC 4,405 3,685
PERNOD RICARD S A SPONSORED AD 2,403 2,471
PETROLEO BRASILEIRO 3,593 3,849
PHILIP MORRIS ORD SHS 694 699
PROCTER GAMBLE CO 4,403 5,422
PT BANK RAKYAT INDONESIA ORDIN 2,702 3,187
PTC INC 1,797 4,374
RAYTHEON TECHNOLOGIES CORP 5,632 6,479
RECKITT BENCKISER GROUP 1,292 1,072
RECRUIT HOLDINGS CO 1,250 1,236
RELX PLC 4,746 7,575
ROCKWELL AUTOMATION INC 2,276 3,726
S&P GLOBAL INC COM 3,316 5,727
SAFRAN SA - UNSPON ADR 2,936 3,530
SALESFORCE.COM 3,854 5,263
SAMSONITE INTL SA 2,454 2,347
SAP AKTIENGESELL ADS 3,570 4,019
SERVICE NOW 3,477 7,065
SHIMANO INC UNSP ADR EACH REPR 2,492 2,082
SHIN-ETSU CHEMICAL C 1,394 2,195
SHOPIFY INC 354 935
SIKA AG BEARER SHS 1,956 2,251
SLC AGRICOLA ADR 2,953 1,385
SMC CORP 1,351 1,612
SPDR BARCLAYS CAPITAL 1-3 MONT 9,969 9,961
STMICROELECTRONICS 1,716 2,005
STRAUMANN HLDG 718 1,466
SWATCH GROUP AG 4,503 3,390
SYSCO CORP 2,281 2,048
TAIWAN SEMICONDUCTOR MFG CO LT 7,632 12,167
TDK CORP 1,041 1,325
TELEDYNE TECH INC 5,795 6,248
TELKOM INDONESIA ORD SHS 563 520
TENCENT HOLDINGS LIMITED 4,160 3,477
TENCENT HOLDINGS LTD 2,727 3,014
TEXAS INSTRUMENTS INC 2,945 4,091
TFI INTERNATIONAL 1,013 1,904
THAI BEVERAGE PLC 74 62
THALES S.A. 2,770 3,308
THE COCA-COLA CO 5,155 5,893
THERMO FISHER SCIENTIFIC INC 5,546 7,431
TJX COMPANIES INC 4,703 6,285
TOKYO ELECTRON LTD 1,125 1,421
TOPBUILD CORP 1,756 2,994
TORONTO DOMINION 4,186 4,523
TOTALENERGIES SE 3,591 4,043
TRUIST FINANCIAL CORPORATION 8,144 6,978
TRUMY 793 750
UNICHARM CORP - SPN ADR 762 845
UNILEVER PLC AMER 5,739 4,606
UNITED OVRSEAS BK LTD ADR 2,117 1,991
UNITEDHEALTH GROUP INC 6,168 7,897
US BANCORP 9,178 8,223
VALE SA 273 285
VERIZON COMMUNICATIONS 8,837 6,183
VINACAPITAL VIETNA 1,564 1,460
VISA INC 7,860 10,934
WALT DISNEY HOLDINGS CO 6,831 5,779
WARNER MUSIC GRP CRP 1,880 2,076
WELLS FARGO & CO 3,223 3,790
WISDOMTREE INDIA 4,170 4,428
WOLTERS KLUWER S/ADR 3,225 6,413
WORKDAY INC 1,807 2,208
XINYI GLASS HOLDINGS LTD 3,013 2,407
ZIJIN MINING GROUP 839 1,043
ZOETIS INC 4,162 6,711

TY 2023 LiquidationExplanationStmt
Name:
Berlanti Family Foundation
EIN:
83-1458921
Statement:
As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2023, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $1,548,000. This amount represents 25% or more of the Foundation's net assets of $3,828,794 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2023. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein.


TY 2023 OtherExpensesSchedule
Name:
Berlanti Family Foundation
EIN:
83-1458921
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 19,060     19,060
Bank Charges 1,164 1,164    
Indemnification Insurance 3,882     3,882
Payroll Processing Fees 180     180
Postage/Delivery Service 258     258
State or Local Filing Fees 250     250
CANCELLATION FEES 3,360      


TY 2023 OtherProfessionalFeesSchedule
Name:
Berlanti Family Foundation
EIN:
83-1458921
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 15,620 15,620    


TY 2023 SubstantialContributorsSch
Name:
Berlanti Family Foundation
EIN:
83-1458921
Name Address
Gregory Berlanti Living Trust 9100 Wilshire Blvd STE 1000W
Beverly Hills,CA90212


TY 2023 TaxesSchedule
Name:
Berlanti Family Foundation
EIN:
83-1458921
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2023 800      
990-PF Excise Tax for 2022 249      
Foreign Tax Paid 375 375