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
YVONNE & LESLIE POLLACK FAMILY
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)8 LONG MEADOW ROAD
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BEDFORD, NY10506
A Employer identification number

13-3985619
B Telephone number (see instructions)

(914) 234-7096
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$15,284,976
J 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) 646,695
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 417,475 417,475 417,475
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 250,897
b Gross sales price for all assets on line 6a 1,605,376
7 Capital gain net income (from Part IV, line 2)... 250,897
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........ 1,315,067 668,372 417,475
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 6,000      
c Other professional fees (attach schedule).... 42,021 42,021    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 22,188      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 6,872      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 77,081 42,021   0
25 Contributions, gifts, grants paid....... 708,045 708,045
26 Total expenses and disbursements. Add lines 24 and 25 785,126 42,021   708,045
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 529,941
b Net investment income (if negative, enter -0-) 626,351
c Adjusted net income (if negative, enter -0-)... 417,475
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............. 11,221 41,172 41,172
2 Savings and temporary cash investments......... 94,144 354,965 354,965
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 14,029,566 14,298,735 14,888,839
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) 14,134,931 14,694,872 15,284,976
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 20,000 50,000
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 20,000 50,000
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........... 14,114,931 14,644,872
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    
29 Total net assets or fund balances (see instructions)..... 14,114,931 14,644,872
30 Total liabilities and net assets/fund balances (see instructions). 14,134,931 14,694,872
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
14,114,931
2
Enter amount from Part I, line 27a .....................
2
529,941
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
14,644,872
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
14,644,872
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 BERNSTEIN (09571) P 2019-01-31 2023-12-31
b BERNSTEIN (69019) P 2023-01-31 2023-12-31
c BERNSTEIN (69019) P 2019-01-31 2023-12-31
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 1,659   1,663 -4
b 154,595   162,849 -8,254
c 1,449,122   1,189,967 259,155
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       -4
b       -8,254
c       259,155
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 2 250,897
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 -8,254
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 8,706
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 8,706
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 8,706
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 11,134
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 21,134
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 21
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 12,407
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow12,407 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
 
No
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 arrow
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 arrowYVONNE POLLACK Telephone no.right arrow (914) 234-7096

Located atright arrow8 LONG MEADOW ROADBEDFORDNY ZIP+4right arrow10506
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
 
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
YVONNE POLLACK President
0.00
0    
8 LONG MEADOW RD
BEDFORD,NY10506
JONATHAN POLLACK Vice President
0.00
0    
47 MILLARD AVENUE
BRONXVILLE,NY10708
FREDERICA FORD Secretary
0.00
0    
1-2 RIVER TERRACE APT 6N
NEW YORK,NY10282
JENNIFER REINER Vice President
0.00
0    
333 EAST 91ST ST UNIT PH A
NEW YORK,NY10128
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
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
14,000,686
b
Average of monthly cash balances.......................
1b
250,751
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
14,251,437
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
 
3
Subtract line 2 from line 1d.........................
3
14,251,437
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
213,772
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
14,037,665
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
701,883
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
701,883
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
8,706
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,706
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
693,177
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
693,177
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
693,177
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
708,045
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
708,045
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 7 693,177
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 176,306
b From 2019...... 553,886
c From 2020...... 636,403
d From 2021...... 723,803
e From 2022......  
f Total of lines 3a through e ........ 2,090,398
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 708,045
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)........
0
d Applied to 2023 distributable amount..... 693,177
e Remaining amount distributed out of corpus 14,868
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 2,105,266
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) ...
176,306
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
1,928,960
10 Analysis of line 9:
a Excess from 2019.... 553,886
b Excess from 2020.... 636,403
c Excess from 2021.... 723,803
d Excess from 2022....  
e Excess from 2023.... 14,868
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year
AARP FOUNDATION


PO BOX 93207
LONG BEACH,CA90809
    CHARITABLE 1,500
AFYA FOUNDATION


140 SAW MILL RIVER RD
YONKERS,NY10701
    CHARITABLE 8,000
ALVIN AILEY DANCE FOUNDATION


405 W 55TH STREET
NEW YORK,NY10019
    CHARITABLE 2,500
AMERICAN JEWISH COMMITTEE


165 E 56TH ST
NEW YORK,NY10126
    CHARITABLE 17,500
AMERICAN JEWISH HISTORICAL SOCIETY


15 WEST 16TH ST
NEW YORK,NY10014
    CHARITABLE 8,000
AMERICAN JEWISH WORLD SERVICE


PO BOX 568
ETNA,NH03750
    CHARITABLE 15,000
AMERICAN SCANDINAVIA FOUNDATION


58 PARK AVENUE
NEW YORK,NY10016
    CHARITABLE 1,000
ANTI DEFAMATION LEAGUE


605 THIRD AVENUE
NEW YORK,NY10158
    CHARITABLE 6,000
ARTS OF WESTCHESTER


31 MAMARONECK AVENUE
WHITE PLAINS,NY10601
    CHARITABLE 20,000
BEDFORD 2030 COALITION


PO BOX 812
BEDFORD HILLS,NY10507
    CHARITABLE 3,500
BEDFORD FIRE DEPARTMENT


BOX 230 VILLAGE GREEN
BEDFORD HILLS,NY10506
    CHARITABLE 2,300
BEDFORD FREE LIBRARY


32 VILLAGE GREEN
BEDFORD,NY10506
    CHARITABLE 600
BEDFORD HISTORICAL SOCIETY


PO BOX 491
BEDFORD,NY10506
    CHARITABLE 700
BLYTHEDALE CHILDREN'S HOSPITAL


95 BRADHURST AVENUE
VALHALLA,NY10595
    CHARITABLE 8,000
BOYS AND GIRLS CLUB OF NORTHERN WES


351 MAIN ST
MOUNT KISCO,NY10549
    CHARITABLE 5,000
CARAMOOR CENTER FOR MUSIC THE ARTS


PO BOX 816
KATONAH,NY10536
    CHARITABLE 20,000
CENTER FOR CONTEMPORARY PRINTMAKING


MATTHEWS PARK 299 WEST AVE
NORWALK,CT06850
    CHARITABLE 1,500
CHAPPAQUA SUMMER SCHOLARSHIP PROGRA


PO BOX 456
CHAPPAQUA,NY10514
    CHARITABLE 500
CHILDREN'S HEALTH FUND


215 W 125TH STREET STE 301
NEW YORK,NY10027
    CHARITABLE 6,000
COALITION FOR THE HOMELESS


129 FULTON STREET
NEW YORK,NY10273
    CHARITABLE 2,500
COMMUNITY CENTER OF NORTHERN WESTCH


84 BEDFORD RD
KATONAH,NY10536
    CHARITABLE 4,000
CORNELL UNIVERSITY


130 E SENECA ST STE 4000
ITHACA,NY14850
    CHARITABLE 3,000
ECAD


PO BOX 837
TORRINGTON,CT06790
    CHARITABLE 500
EL CENTRO HISPANO


346 SOUTH LEXINGTON AVE
WHITE PLAINS,NY10606
    CHARITABLE 1,500
FEEDING WESTCHESTER


200 CLEARBROOK RD
ELMSFORD,NY10523
    CHARITABLE 12,000
FSHD SOCIETY


DEPT 960 PO BOX 4016
WOBURN,MA01888
    CHARITABLE 500
HOLOCAUST AND HUMAN RIGHTS ED CENTE


4 WEST RED OAK LANE STE 300
WHITE PLAINS,NY10604
    CHARITABLE 5,000
HOPE HEROES CHILDREN'S CANCER FUND


161 FT WASHINGTON AVE 1P-7
NEW YORK,NY10032
    CHARITABLE 25,000
JACOB BURNS FILM CENTER


364 MANVILLE RD
PLEASANTVILLE,NY10570
    CHARITABLE 37,000
JEWISH WAR VETERANS


PO BOX 1575
MARRIFIELD,VA22116
    CHARITABLE 750
KATONAH MUSEUM OF ART


134 JAY ST
KATONAH,NY10536
    CHARITABLE 15,000
LEGAL SERVICES OF THE HUDSON VALLEY


90 MAPLE AVE
WHITE PLAINS,NY10601
    CHARITABLE 10,000
METROPOLITAN OPERA GUILD


30 LINCOLN CENTER PLAZA
NEW YORK,NY10153
    CHARITABLE 1,500
MT KISCO CHILD CARE CENTER


95 RADIO CIRCLE
MT KISCO,NY10549
    CHARITABLE 5,000
MUSEUM OF JEWISH HERITAGE


EDMOND J SAFRA PLAZA 1 BATTERY PL
NEW YORK,NY10280
    CHARITABLE 1,000
NATIONAL DANCE INSTRUCTION


217 W 147TH ST
NEW YORK,NY10039
    CHARITABLE 22,650
NEIGHBORS LINK


27 COLUMBUS AVE
MT KISCO,NY10549
    CHARITABLE 10,000
NEUBERGER MUSEUM


735 ANDERSON HILL RD
PURCHASE,NY10577
    CHARITABLE 1,000
OSSINING CHILDREN'S CENTER


90-92 SOUTH HIGHLAND AVE
OSSINING,NY10562
    CHARITABLE 5,000
PLANNED PARENTHOOD FEDERATION OF AM


PO BOX 97166
WASHINGTON,DC20090
    CHARITABLE 7,500
PLANNED PARENTHOOD HUDSON PECONIC


570 TAXTER ROAD STE 250
ELMSFORD,NY10523
    CHARITABLE 8,000
REED COLLEGE


3203 SE WOODSTOCK AVE
PORTLAND,OR97202
    CHARITABLE 1,000
REHABILITATION THROUGH THE ARTS


735 ANDERSON HILL ROAD
PURCHASE,NY10577
    CHARITABLE 3,000
SOUTHAMPTON VOLUNTEER AMBULANCE


PO BOX 2760
SOUTHAMPTON,NY11969
    CHARITABLE 1,000
SOUTHERN POVERTY LAW CENTER


400 WASHINGTON AVE
MONTGOMERY,AL36104
    CHARITABLE 5,000
STORM KING ART CENTER


1 MUSEUM RD
NEW WINDSOR,NY12553
    CHARITABLE 600
TEATOWN LAKE RESERVATION


1600 SPRING VALLEY RD
OSSINING,NY10562
    CHARITABLE 500
TEMPLE OF UNIVERSAL JUDAISM


11 RIVERSIDE DRIVE
NEW YORK,NY10023
    CHARITABLE 4,000
FOUNDATION FOR PERIPHERAL NEUROPATH


485 E HALF DAY RD STE 350
BUFFALO GROVE,IL60089
    CHARITABLE 9,000
THE JEWISH MUSEUM


1109 FIFTH AVE
NEW YORK,NY10128
    CHARITABLE 21,000
TUFTS UNIVERSITY


PO BOX 3306
BOSTON,MA02241
    CHARITABLE 1,000
UNIVERSITY OF MICHIGAN LSA COLLEGE


3003 S STATE ST STE 8000
ANN ARBOR,MI48109
    CHARITABLE 2,500
US HOLOCAUST MEMORIAL MUSEUM


100 RAOUL WALLENBERG PL SW
WASHINGTON,DC20024
    CHARITABLE 12,000
WESTCHESTER COMMUNITY COLLEGE FOUND


HARTFORD HALL 75 GRASSLANDS RD
VALHALLA,NY10595
    CHARITABLE 67,500
THIRTEEN WNET


825 EIGHTH AVE
NEW YORK,NY10102
    CHARITABLE 5,000
KENYON COLLEGE


2 KENYON COLLEGE
GAMBIER,OH43022
    CHARITABLE 1,000
HILLEL INTERNATIONAL


800 EIGHT ST NW
WASHINGTON,DC20001
    CHARITABLE 2,000
NORTHERN WESTCHESTER HOSPITAL


400 E MAIN ST
MT KISCO,NY10549
    CHARITABLE 61,500
SOUL RYEDERS


1011 BOSTON POST RD
RYE,NY10580
    CHARITABLE 2,000
KESHET


284 ARMORY ST
BOSTON,MA02130
    CHARITABLE 1,000
LEO BAECK INSTITUTE - CENTER FOR JE


15 WEST 16TH ST
NEW YORK,NY10014
    CHARITABLE 1,800
MEMORIAL SLOAN KETTERING CANCER CEN


PO BOX 5028
HAGERSTOWN,MD21741
    CHARITABLE 4,000
MICHAEL J FOX FOUNDATION


330 3RD AVE APT 5A
NEW YORK,NY10010
    CHARITABLE 1,000
NAMI - NATIONAL ALLIANCE FOR MENTAL


PO BOX 49104
BALTIMORE,MD21297
    CHARITABLE 500
NEW YORK PRESBYTERIAN COLUMBIA NEUR


516 WEST 168TH ST 3RD FL
NEW YORK,NY10025
    CHARITABLE 2,000
SAINT ANN'S SCHOOL


PO BOX 1652
NEW YORK,NY10008
    CHARITABLE 8,000
UJA FEDERATION


130 E 59TH ST
NEW YORK,NY10022
    CHARITABLE 55,000
92ND STREET Y


1395 LEXINGTON AVE
NEW YORK,NY10130
    CHARITABLE 1,000
ALZHEIMERS ASSOCIATION-HV


PO BOX 96011
WASHINGTON,DC20090
    CHARITABLE 1,000
BEDFORD PLAYHOUSE


PO BOX 777
BEDFORD,NY10506
    CHARITABLE 1,000
BRENNEN CENTER FOR JUSTICE


120 BROADWAY STE 1750
NEW YORK,NY10271
    CHARITABLE 1,000
CITY MEALS ON WHEELS


PO BOX 1504
NEW YORK,NY10017
    CHARITABLE 5,000
CLUSTER COMMUNITY SERVICES


28 WELLS AVENUE
YONKERS,NY10701
    CHARITABLE 15,000
COLUMBIA UNIVERSITY


PO BOX 152
NEW YORK,NY10008
    CHARITABLE 5,000
GARCES FOUNDATION


1901 SOUTH 9TH STREET
PHILADELPHIA,PA19148
    CHARITABLE 6,000
FRED DOLAN ART ACADEMY


23 ROSEDALE AVE
WHITE PLAINS,NY10605
    CHARITABLE 10,000
GOD'S LOVE-WE DELIVER


166 6TH AVE
NEW YORK,NY10013
    CHARITABLE 7,500
HADASSAH


PO BOX 97153
WASHINGTON,DC20090
    CHARITABLE 3,000
HAND IN HAND


PO BOX 80102
PORTLAND,OR97280
    CHARITABLE 1,000
HAMILTON COLLEGE


198 COLLEHE HILL
CLINTON,NY13323
    CHARITABLE 1,000
ISRAEL TENNIS ED CENTER FOUNDATION


3275 WEST HAMILTON STE 102
DEERFIELD,FL33442
    CHARITABLE 2,000
LEUKEMIA LYMPHHOMA SOCIETY


3 INTERNATIONAL DRIVE
RYE BROOK,NY10573
    CHARITABLE 500
NATIVE PLANT CENTER


75 GRASSLANDS RD
VALHALLA,NY10595
    CHARITABLE 1,000
NEW YORL HISTORICAL SOCIETY MUSEUM


170 CENTRAL PARK WEST
NEW YORK,NY10024
    CHARITABLE 1,000
OPEN DOOR FOUNDATION


105 MAIN ST
OSSINING,NY10562
    CHARITABLE 8,000
POLY PREP COUNTRY DAY SCHOOL


9216 7TH AVE DYKER HEIGHTS
BROOKLYN,NY11228
    CHARITABLE 5,000
SOUTHHAMPTON TOWN POLICE


PO BOX 528
HAMPTON,NY11946
    CHARITABLE 350
UNION OF CONCERNED SCIENTIST


PO BOX 4123
WOBURN,MA01888
    CHARITABLE 700
A HOME


86 SMITH AVE
MT KISCO,NY10549
    CHARITABLE 1,500
ARTHRITIS FOUNDATION


PO BOX 96280
WASHINGTON,DC20096
    CHARITABLE 500
BRONX CHILDREN'S MUSEUM


725 EXTERIOR ST 2ND FL
BRONX,NY10451
    CHARITABLE 1,000
COLUMBIA NEUROLOGY


516 W 168TH ST 3RD FL
NEW YORK,NY10032
    CHARITABLE 3,000
CORNELL LAB OF ORNITHOLOGY


PO BOX 37330
BOONE,IA50037
    CHARITABLE 500
ELLEN HERMANSON FOUNDATION


PO BOX 4098
EAST HAMPTON,NY11937
    CHARITABLE 4,145
ENTERTAINMENT COMMUNITY FUND


729 7TH AVE 10TH FL
NEW YORK,NY10102
    CHARITABLE 1,500
KEN HAMILTON CAREGIVERS


400 E MAIN ST
MT KISCO,NY10549
    CHARITABLE 500
LOWER MANHATTAN COMMUNITY MIDDLE SC


26 BROADWAY
NEW YORK,NY10004
    CHARITABLE 5,000
MAIN UNO BAPTIST CHURCH


2654 S BLUE RIDGE TURNPIKE
ROCHELLE,VA22738
    CHARITABLE 500
AMERICAN FRIENDS OF THE HEBREW UNIV


199 WATER ST 11TH FLOOR
NEW YORK,NY10038
    CHARITABLE 2,000
AMERICAS FOR PEACE NOW


1320 19TH ST NW SUITE 400
WASHINGTON,DC20036
    CHARITABLE 5,000
ASPHALT GREEN


555 EAST 90TH ST
NEW YORK,NY10128
    CHARITABLE 1,500
BLUE YELLOW USA


PO BOX 641
NAPERVILLE,IL60565
    CHARITABLE 2,000
CAMPUS BOUND


292 KATONAH AVENUE SUITE 297
KATONAH,NY10536
    CHARITABLE 1,200
CHARTER SCHOOL OF EDUCATIONAL EXCEL


260 WARBURTON AVENUE
YONKERS,NY10701
    CHARITABLE 500
CHILDREN'S MUSEUM OF THE ARTS


PO BOX 1011
NEW YORK,NY10276
    CHARITABLE 3,000
EARTH JUSTICE


48 WALL ST 19TH FL
NEW YORK,NY10005
    CHARITABLE 500
ENVIRONMENTAL DEFENSE FUND


257 PARK AVENUE SOUTH 11TH FLOOR
NEW YORK,NY10010
    CHARITABLE 200
FRIENDS OF JOHN JAY HOMESTEAD


PO BOX 832
KATONAH,NY10536
    CHARITABLE 1,000
FRIENDS OF THE IMPJ


211 S SPAULDING DRIVE 4035
BEVERLY HILLS,CA90212
    CHARITABLE 1,000
J STREET


PO BOX 66073
WASHINGTON,DC20035
    CHARITABLE 1,000
JCCA


57 WILLOUGHBY STREET FLOOR 6
BROOKLYN,NY11201
    CHARITABLE 250
JEWISH SPORTS HERITAGE ASSOCIATION


19 WENSLEY DR
GREAT NECK,NY11021
    CHARITABLE 500
KIDS IN THE GAME FOUNDATION


45 E 20TH ST 4TH FLOOR
NEW YORK,NY10003
    CHARITABLE 2,500
LVV OF NY EDUCATION FOUNDATION


1 STEUBEN PLACE
ALBANY,NY12207
    CHARITABLE 1,000
MANHATTAN YOUTH


120 WARREN ST
NEW YORK,NY10007
    CHARITABLE 500
NATIONAL MUSEUM OF WOMEN IN THE ART


1250 NEW YORK AVE NW
WASHINGTON,DC20005
    CHARITABLE 300
NEW ISRAEL FUND


PO BOX 70358
PHILADELPHIA,PA19176
    CHARITABLE 500
PEOPLE FOR THE AMERICAN WAY FOUNDAT


1101 15TH STREET NW SUITE 600
WASHINGTON,DC20005
    CHARITABLE 1,000
SOUTHAMPTON FIREMENS BENEVOLENT ASS


PO BOX 499
SOUTHAMPTON,NY11969
    CHARITABLE 500
THE CHILDREN'S VILLAGE


400 E FORDHAM ROAD 6TH FLOOR
BRONX,NY10468
    CHARITABLE 8,000
WHEN WE ALL VOTE


PO BOX 34673 1400 L STREET NW
WASHINGTON,DC20005
    CHARITABLE 1,000
Total .................................right arrow 3a 708,045
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 ...........
         
4 Dividends and interest from securities ....     14 417,475  
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 ............
        250,897
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) ..   417,475 250,897
13Total. Add line 12, columns (b), (d), and (e)..................
13
668,372
(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: 23017517
Software Version: 2023v5.0


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
YVONNE & LESLIE POLLACK FAMILY
FOUNDATION INC
Employer identification number

13-3985619
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
YVONNE & LESLIE POLLACK FAMILY
FOUNDATION INC
Employer identification number
13-3985619
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
THE YVONNE POLLACK 2017 CLAT
8 LONG MEADOW ROAD
 
BEDFORD, NY10506

$ 646,695


(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
YVONNE & LESLIE POLLACK FAMILY
FOUNDATION INC
Employer identification number

13-3985619
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
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
YVONNE & LESLIE POLLACK FAMILY
FOUNDATION INC
Employer identification number

13-3985619
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: 23017517
Software Version: 2023v5.0

TY 2023 AccountingFeesSchedule
Name:
YVONNE & LESLIE POLLACK FAMILY
 
FOUNDATION INC
EIN:
13-3985619
Software ID:
23017517
Software Version:
2023v5.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 6,000 0 0 0

TY 2023 OtherExpensesSchedule
Name:
YVONNE & LESLIE POLLACK FAMILY
 
FOUNDATION INC
EIN:
13-3985619
Software ID:
23017517
Software Version:
2023v5.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK CHARGES 47      
BOOKKEEPING EXPENSE 6,075      
FILING FEES 750      


TY 2023 OtherProfessionalFeesSchedule
Name:
YVONNE & LESLIE POLLACK FAMILY
 
FOUNDATION INC
EIN:
13-3985619
Software ID:
23017517
Software Version:
2023v5.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 42,021 42,021 0 0


TY 2023 TaxesSchedule
Name:
YVONNE & LESLIE POLLACK FAMILY
 
FOUNDATION INC
EIN:
13-3985619
Software ID:
23017517
Software Version:
2023v5.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX 8,000      
FOREIGN TAXES 14,188