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
SMART FAMILY FOUNDATION OF NEW YORK
 
Number and street (or P.O. box number if mail is not delivered to street address)1333A NORTH AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW ROCHELLE, NY108042120
A Employer identification number

81-3395492
B Telephone number (see instructions)

(914) 632-2762
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$65,487,159J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,250,898 1,250,898  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,188,966
b Gross sales price for all assets on line 6a 24,430,445
7 Capital gain net income (from Part IV, line 2)... 2,188,966
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
94,421 94,421  
12 Total. Add lines 1 through 11........ 3,534,285 3,534,285  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 252,500 50,500   202,000
14 Other employee salaries and wages...... 14,975 2,995   11,980
15 Pension plans, employee benefits....... 14,962 2,992   11,970
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
4,880 976   3,904
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
46,782 9,356   37,426
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
285,121 258,221   26,900
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
58,682 3,682   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 35,307 7,061   28,246
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
23,758 9,012   14,746
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 736,967 344,795   337,172
25 Contributions, gifts, grants paid....... 2,935,500 2,935,500
26 Total expenses and disbursements. Add lines 24 and 25 3,672,467 344,795   3,272,672
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -138,182
b Net investment income (if negative, enter -0-) 3,189,490
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............. 120,093 274,966 274,966
2 Savings and temporary cash investments......... 1,456,789 1,078,854 1,078,854
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) 5,106,352 Click to see attachment
List of Attached Documents:
// Content
4,433,158 		4,391,297
b Investments—corporate stock (attach schedule)....... 32,402,989 Click to see attachment
List of Attached Documents:
// Content
31,097,782 		47,281,530
c Investments—corporate bonds (attach schedule)....... 10,641,665 Click to see attachment
List of Attached Documents:
// Content
10,955,944 		10,388,835
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).......... 0 Click to see attachment
List of Attached Documents:
// Content
1,749,002 		1,865,677
14 Land, buildings, and equipment: basis right arrow20,329
Less: accumulated depreciation (attach schedule) right arrow20,329      
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
206,000 		Click to see attachment
List of Attached Documents:
// Content
206,000 		Click to see attachment
List of Attached Documents:
// Content
206,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 49,933,888 49,795,706 65,487,159
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) Click to see attachment
List of Attached Documents:
// Content
32,967 		Click to see attachment
List of Attached Documents:
// Content
32,967
23 Total liabilities (add lines 17 through 22)......... 32,967 32,967
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 49,900,921 49,762,739
29 Total net assets or fund balances (see instructions)..... 49,900,921 49,762,739
30 Total liabilities and net assets/fund balances (see instructions). 49,933,888 49,795,706
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
49,900,921
2
Enter amount from Part I, line 27a .....................
2
-138,182
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
49,762,739
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
49,762,739
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 JP MORGAN ( PUBLICLY TRADED SECURITIES)      
b JP MORGAN ( PUBLICLY TRADED SECURITIES)      
c BANK OF AMERICA ( PUBLICLY YTRADED SECURITIES)      
d BANK OF AMERICA ( PUBLICLY YTRADED SECURITIES)      
e JP MORGAN ( PUBLICLY TRADED SECURITIES)      
(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 7,380,103   7,080,648 299,455
b 9,978,656   7,596,132 2,382,524
c 1,328,341   1,318,549 9,792
d 5,743,345   6,265,035 -521,690
e       18,885
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       299,455
b       2,382,524
c       9,792
d       -521,690
e       18,885
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 2,188,966
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 44,334
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 44,334
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 44,334
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 41,495
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 20,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 61,495
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 295
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 16,866
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow16,866 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIL, NY
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 arrowTM BYXBEE COMPANY Telephone no.right arrow (203) 281-4933

Located atright arrowPO BOX 187169HAMDENCT ZIP+4right arrow06518
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
MARY SMART CHAIR,SECRETARY AND DIRECT
15.00 		112,500 0 0
1333A NORTH AVENUE 432
NEW ROCHELLE,NY108042120
DAVID STONE PRESIDENT,TREASURER AND DI
15.00 		112,500 0 0
1333A NORTH AVENUE 432
NEW ROCHELLE,NY108042120
JIM DANATOS DIRECTOR
5.00 		27,500 0 0
1333A NORTH AVENUE 432
NEW ROCHELLE,NY108042120
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
JP MORGAN INVESTMENT MANAGMENT 171,655
270 PARK AVENUE
NEW YORK,NY10017
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
63,151,698
b
Average of monthly cash balances.......................
1b
276,214
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
63,427,912
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
63,427,912
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
951,419
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
62,476,493
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,123,825
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
3,123,825
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
44,334
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
44,334
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,079,491
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,079,491
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
3,079,491
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
3,272,672
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
3,272,672
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 3,079,491
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 2,998,407
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 3,272,672
a Applied to 2022, but not more than line 2a 2,998,407
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 274,265
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		2,805,226
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
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

AEOLIAN CHAMBER PLAYERS INC

173 RIVERSIDE DRIVE
NEW YORK,NY10024 		NONE PC BACH MUSIC FESTIVAL 10,000

AMERICANS FOR BEN-GURION UNIVERSITY INC

1001 AVENUE OF THE AMERICAS 19TH
FLOOR
NEW YORK,NY10018 		NONE PC FUND PROF SHOSH ARAD'S SULFATED POLYSACCHARIDES OF RED MICROALGAE-BIOTECHNOLOGY APPLICATIONS 75,000

AMERICAN JEWISH COMMITTEE

165 EAST 56TH STREET
NEW YORK,NY10022 		NONE PC GENERAL SUPPORT 150,000

ASSOCIATED MUSIC TEACHERS LEAGUE INC

51 FAIRMONT STREET
HUNTINGTON,NY11743 		NONE PC AARON ROSAND MEMORIAL PRIZES 10,000

AT HOME ON THE SOUND

PO BOX 523
MAMARONECK,NY10543 		NONE PC ASSIST WITH EXISTING AND NEW PROGRAMS 10,000

BRONX ARTS ENSEMBLE INC

80 VAN CORTLANDT PARK SOUTH 7D-2
BRONX,NY10463 		NONE PC GENERAL SUPPORT 20,000

CHAMELEON ARTS ENSEMBLE OF BOSTON INC

6 ROCKY NOOK TERRACE
BOSTON,MA02130 		NONE PC CHAMBER MUSIC SERIES, UP CLOSE RECITAL SERVICES, SPRING MUSIC EDUCATION PROGRAM 25,000

CHATHAM DAY SCHOOL INC

700 SHUNPIKE ROAD
CHATHAM,NJ07928 		NONE PC IMPROVEMENTS TO OUTDATED SCIENCE LAB 5,000

COLUMBUS HOUSE

586 ELLA T GRASSO BLVD
NEW HAVEN,CT06519 		NONE PC GENERAL SUPPORT 50,000

CONGREGATION B'NAI ISRAEL

193 CLAPBOARD RIDGE ROAD
DANBURY,CT06811 		NONE PC SEPTICE REPAIR AND CANTOR SERVICES 15,000

CONNECTICUT HOSPICE INC

100 DOUBLE BEACH ROAD
BRANFORD,CT06405 		NONE PC NEW PRIVACY CURTAINS AND ROLLER CARRIERS 20,000

CONNECTICUT NEWS PROJECT INC

1049 ASYLUM AVE
HARTFORD,CT06105 		NONE PC SUPPORT THE CONNECTICUT MIRROR'S PODCAST, EVENT,AND INVESTIGATIVE JOURNALISM 50,000

CONNECTICUT PUBLIC BROADCASTING INC

1049 ASYLUM AVE
HARTFORD,CT06105 		NONE PC SUPPORT OF THE NEW ENGLAND NEWS COLLABORATIVE FOR EXPANDED PROGRAMMING, REACH AND IMPACT 40,000

ELI WHITNEY MUSEUM

915 WHITNEY AVENUE
HAMDEN,CT06517 		NONE PC GENERAL SUPPORT 15,000

FOOTE SCHOOL ASSOCIATION INC

50 LOOMIS PLACE
NEW HAVEN,CT06511 		NONE PC HORIZONS AT FOOTE 50,000

FRACTURED ATLAS INC

PO BOX 55
HARTSDALE,NY10530 		NONE PC WESTCHESTER REVIEW 10,000

HEBREW FREE LOAN SOCIETY INC

675 THIRD AVENUE 19TH FLOOR
NEW YORK,NY10017 		NONE PC GENERAL SUPPORT 50,000

HOPKINS SCHOOL INC

986 FOREST ROAD
NEW HAVEN,CT06515 		NONE PC PATHFINDER HOPKINS SCHOOL PROGRAM 35,000

INDIA HERITAGE CENTER

49 OLD WOODS RD
SADDLE RIVER,NJ07458 		NONE PC ENROLL ADDITIONAL 15 SURVIVORS 25,000

INTEGRATED REFUGEE & IMMIGRANT SERVICE INC

235 NICOLL STREET
NEW HAVEN,CT06511 		NONE PC GENERAL SUPPORT 50,000

INTERNEWS NETWORKS

PO BOX 4448
ARCATA,CA955184448 		NONE PC EARTH JOURNALISM NETWORK 25,000

ISRAEL CANCER RESEARCH FUND INC

52 VANDERBILT AVE SUTIE 1510
NEW YORK,NY10017 		NONE PC SUPPORT WORK PREVENTING CHEMOTHERAPY-INDUCED PERIPHERAL NEUROPATHY IN CANCER PATIENTS 75,000

LEAP

31 JEFFERSON STREET
NEW HAVEN,CT06511 		NONE PC GENERAL SUPPORT 25,000

LEAP

31 JEFFERSON STREET
NEW HAVEN,CT06511 		NONE PC GENERAL OPERATING SUPPORT 35,000

MADISON ARTS AND CULTURAL ALLIANCE

PO BOX 178
MADISON,NJ07940 		NONE PC NEW JERSEY WOMEN PLAYWRIGHTS PROJECT 8,500

MONTCLAIR STATE UNIVERSITY FOUNDATION INC

1 NORMAL AVENUE
MONTCLAIR,NJ07043 		NONE PC FUND RESEARCH PROJECT ON THE IMPACT OF GENERATIVE ARTIFICAL INTELLIGENCE ON DIGITAL PLATFORM STRATEGY 50,000

MUSIC CONSERVATORY OF WESTCHESTER

216 CENTRAL AVENUE
WHITE PLAINS,NY10606 		NONE PC SUPPORT VITAL MISSION BASED PROGRAMS 25,000

MUSIC MOUNTAIN INC

PO BOX 738
LAKEVILLE,CT06039 		NONE PC SUPPORT EDUCATION OUTREACH, COOPERATION WITH WSHU AND SPONSOR A CONCERT 20,000

NATIONAL INTERSCHOLASTIC CYCLING ASSOCIATION

33 CARLA LANE
IRVINGTON,NY10533 		NONE PC GENERAL SUPPORT 12,000

NEIGHBORHOOD MUSIC SCHOOL

100 AUDUBON STREET
NEW HAVEN,CT06515 		NONE PC TEACHING ARTISTS AND DEVELOPMENT PROGRAMS 10,000

NEW JERSEY PERFORMING ARTS CENTER

ONE CENTER STREET
NEWARK,NJ07102 		NONE PC SUPPORT PROGRAMMING DURING THE ARTS CENTER 2023-2024 SEASON 125,000

NEW JERSEY PERFORMING ARTS CENTER

ONE CENTER STREET
NEWARK,NJ07102 		NONE PC SUPPORT FOR SABBATH'S THEATRE 50,000

NEW YORK UNIVERSITY

22 WASHINGTON SQUARE NORTH
NEW YORK,NY10011 		NONE PC NYU SCHOOL OF LAW BOIES PRIZE 175,000

PEF ISRAEL ENDOWMENT FUNDS INC

630 THIRD AVENUE 15TH FLOOR
NEW YORK,NY10017 		NONE PC GENERAL OPERATIONS 150,000

SACRED HEART UNIVERSITY

5151 PARK AVENUE
FAIRFIELD,CT06825 		NONE PC WSHU PUBLIC RADIO 50,000

SCIENCE FRIDAY INITIATIVE INC

30 BROAD STREET SUITE 801
NEW YORK,NY10004 		NONE PC GENERAL OPERATING SUPPORT 15,000

SCIENCE FRIDAY INITIATIVE INC

30 BROAD STREET SUITE 801
NEW YORK,NY10004 		NONE PC GENERAL SUPPORT 100,000

SOCIAL VENTURES PARTNERS CONNECTICUT INC

50 CHARLES STREET
WESTPORT,CT06880 		NONE PC GENERAL OPERATING EXPENSES 100,000

ST MARTIN DE PORRES ACADEMY INC

208 COLUMBUS AVE
NEW HAVEN,CT06519 		NONE PC GRADUATE SUPPORT PROGRAM 30,000

SUMMITT MUSIC FESTIVAL

270 WASHINGTON AVENUE
PLEASANTVILLE,NY10570 		NONE PC GENERAL SUPPORT 25,000

SYMPHONY OF WESTCHESTER INC

10 DAVID DRIVE
NEW ROCHELLE,NY10804 		NONE PC MUSICIAN FEES 15,000

THE OPPORTUNITY PROJECT INC

60 EAST WILLOW STREET
MILLBURN,NJ07041 		NONE PC TO EXPAND SERVICE IN OCCUPATIONAL THERAPY, SPEECH AND LANGUAGE PATHOLOGY AND WELLNESS PROGRAMS 25,000

THE PALEY CENTER FOR MEDIA

25 W 52ND STREET
NEW YORK,NY10019 		NONE PC SUPPORT EDUCATION PROGRAM 10,000

TOWN OF HARRISON

1 HEINEMAN PLACE
HARRISON,NY10528 		NONE PC GENERAL OPERATING EXPENSES AND PROGRAMS 25,000

UNIVERSITY OF CHICAGO

5550 SOUTH GREENWOOD AVENUE
CHICAGO,IL60637 		NONE PC SMART MUSEUM'S FEITLER CENTER 108,000

UNIVERSITY OF MASSACHUSETTS - AMHERST

E503 SOUTH COLLEGE UNIVERSITY OF
MASSACHUSETTS
AMHERST,MA01003 		NONE PC JEWISH HISTORY 25,000

UNTERMYER GARDENS CONSERVANCY

945 NORTH BROADWAY
YONKERS,NY10701 		NONE PC GENERAL SUPPORT 25,000

USHER III INITITATIVE

191 N WACKER DRIVE SUITE 1790
CHICAGO,IL60606 		NONE PC ADVANCE DEVELOPMENT OF OUR POTENTIAL THERAPY FOR USHER SYNDROME TYPE 3 25,000

WESTCHESTER CHAMBER MUSIC SOCIETY INC

823 LONG HILL ROAD WEST
BRIARCLIFF MANOR,NY10510 		NONE PC GENERAL SUPPORT 40,000

WISH NJ INC

1980 SPRINGFIELD AVENUE
MAPLEWOOD,NJ07040 		NONE PC SUPPORT FOR ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITY TO INTEGRATE INTO THE COMMUNITY 20,000

YESHIVA UNIVERSITY

15 W 16TH STREET
NEW YORK,NY10011 		NONE PC YESHIVA UNIVERSITY MUSEUM OPERATING BUDGET 100,000

AISH GLOBAL INC

915 CLIFTON AVENUNE SUITE 4
CLIFTON,NJ07013 		NONE PC OUT AND ABOUT ISRAEL EXPERIENCES 50,000

CHARLES A MELTON ARTS & EDUCATION CENTER

501 E MINER STREET
WEST CHESTER,PA19382 		NONE PC GENERAL SUPPORT 25,000

COMMUNITY MUSIC CENTER OF BOSTON

34 WARREN AVENUE
BOSTON,MA02116 		NONE PC SUPPORT OF FREE AND LOW COST ARTS EDUCATION PROGRAMS 10,000

CONNECTICUT SUMMERFEST

19 TANGLEWOOD ROAD
FARMINGTON,CT06032 		NONE PC GENERAL SUPPORT 15,000

GREENWICH HOSPITAL

35 RIVER ROAD
COS COB,CT06807 		NONE PC YALE VOICE CENTER AT GREENWICH HOSPITAL, OTOLARYNGOLOGY SURGERY 20,000

NEW ROCHELLE POLICE FOUNDATION INC

PO BOX 96
NEW ROCHELLE,NY10804 		NONE PC FUND POLICE DEPARTMENT'S MENTORING IN BLUE PROGRAM 25,000

NORTHWESTERN UNIVERSITY

420 E SUPERIOR ST 9TH FLOOR
CHICAGO,IL60611 		NONE PC POTOCSNAK LONGEVITY INSTITUTE 25,000

NEXTBOOK INC

37 WEST 28TH STREET 8TH FLOOR
NEW YORK,NY10001 		NONE PC TABLE MAGAZINE ARTICLES 25,000

WESTCHESTER PC USERS GROUP INC

67 BLAIR HEIGHTS
CARMEL,NY105122456 		NONE PC TECHED CONNECT 25,000

TEATRO GRATTACEILO

209 40TH STREET 3B
UNION CITY,NJ07087 		NONE PC PRODUCTION OF NICOLAS FLAGELLO'S OPERA BEYOND THE HORIZON 50,000

THE THEATRE FOR THE NEW CITY

155 FIRST AVE
NEW YORK,NY10003 		NONE PC PRODUCE A PLAY CALLED "ADA" 20,000

WOODLANDS COMMUNITY TEMPLE INC

50 WORTHINGTON ROAD
WHITE PLAINS,NY10607 		NONE PC FUND ON SITE SECURITY DURING RELIGIOUS AND EDUCATIONAL PROGRAMS 10,000

CREATIVE ARTS WORKSHOP INC

80 AUDUBON ST
NEW HAVEN,CT06510 		NONE PC ANN LEHMAN EXHIBITION 10,000

UNIVERISTY OF TEXAS

9011 MOUNTAIN RIDGE SUITE 150
AUSTIN,TX78759 		NONE PC PREVENTION OF IRON DEFICIENCY 120,000

REBOOT INC

734 LONGMEADOW ST UNIT 103
LONGMEADOW,MA01106 		NONE PC SUPPORT OF OPERATING COSTS OF JUST FOR US BROADWAY PRODUCTIONS 75,000

THROUGHLINE ARTISTS INC

15 W 53RD STREET 22F
NEW YORK,NY10019 		NONE PC SUPPORT FESTIVAL COSTS 27,000

MADISON PUBLIC THEATRE INC

PO BOX 622
MADISON,NJ07940 		NONE PC PRODUCTION COSTS FOR GREASE 5,000

NEW JERSEY REPERTORY COMPANY A NEW JERSEY NON PROFIT

179 BROADWAY
LONG BRANCH,NJ07764 		NONE PC PRODUCTION "WELCOME TO MATTESON" 35,000

GUS GIORDANOS JAZZ DANCE CHICAGO INC

1754 N CLARK ST
CHICAGO,IL60640 		NONE PC GENERAL OPERATING SUPPORT 5,000

PTSD DOGS INC

15 SYOSSET CIRLCL
NEW YORK,NY11791 		NONE PC GENERAL SUPPORT 5,000

SOUTH STREET THEATRE COMPANY INC

100 SOUTH STREET
MORRISTOWN,NJ07960 		NONE PC SUPPORT ARTS EDUCATION PROGRAMS 10,000

MADISON EDUCATION FOUNDATION INC

PO BOX 1093
MADISON,NJ07940 		NONE PC TEACHER INITIATED GRANTS 5,000

NEW YORKREP INC

345 WEST 58TH STREET SUITE 10P
NEW YORK,NY10019 		NONE PC SUPPORT OF OPERATING COSTS OF RUTKA 50,000

POETRY WELL INC

PO BOX 1764
NEW YORK,NY100081764 		NONE PC SUPPORT SHORT DOCUMENTARY FILM 5,000

RUTGERS UNIVERSITY FOUNDATION

335 GEORGE STREET SUITE 4000
NEW BRUNSWICK,NJ08901 		NONE PC CENTER FOR ADULT AUTISM SERVICES 25,000

SUPPORT NETWORK

214 MAIN STREET SECOND FLOOR
MADISON,NJ07940 		NONE PC CURRENT PROGRAM EXPANSION 10,000

THEATRE DEVELOPMENT FUND INC

520 EIGHTH AVENUE SUITE 801
NEW YORK,NY10018 		NONE PC SUPPORT TDG ACCESSIBILITY PROGRAMS 10,000
Total .................................right arrow 3a 2,935,500
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 1,250,898  
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 .....     18 94,421  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 2,188,966  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 3,534,285 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,534,285
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
SMART FAMILY FOUNDATION OF NEW YORK
EIN:
81-3395492
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 46,782 9,356   37,426

TY 2023 GeneralExplanationAttachment
Name:
SMART FAMILY FOUNDATION OF NEW YORK
EIN:
81-3395492
Identifier Return Reference Explanation
  PART VII-B, LINE 1A(4) IN 2023 THE SMART FAMILY FOUNDATION OF NEW YORK ("THE FOUNDATION") PAID ITS DIRECTORS COMPENSATION FOR SERVICES RENDERED TO THE FOUNDATION. THE COMPENSATION WAS NOT EXCESSIVE AND THE SERVICES RENDERED BY THE DIRECTORS WERE REASONABLE AND NECESSARY FOR CARRYING OUT THE EXEMPT PURPOSE OF THE FOUNDATION. IN ADDITION, THE DIRECTORS ARE REIMBURSED FOR CETAIN TRAVEL AND OTHER EXPENSES THAT ARE REASONABLE AND NECESSARY FOR CARRYING OUT THE EXEMPT PURPOSE OF THE FOUNDATION.

TY 2023 InvestmentsCorpBondsSchedule
Name:
SMART FAMILY FOUNDATION OF NEW YORK
EIN:
81-3395492
Name of Bond End of Year Book Value End of Year Fair Market Value
AERCAP IRELAND CAP DESIGNATED 130,980 113,273
AMGEN INC 167,394 174,372
APPLE INC 92,010 94,096
BARCLAYS PLC 180,576 183,848
BANK OF NOVA SCOTIA SENIOR UNSECURED 264,658 243,599
BENCHMARK 2018-CMO 2018 B2 A2 63,782 59,640
BP CAP MARKETS AMERICA 69,471 69,835
CAPITAL ONE FINANCIAL CO 168,813 174,638
COMCAST CORP 84,749 88,318
CONSTELLATION BRANDS INC 82,463 85,666
DISCOVER CARD E ABS 2017 266,815 249,826
ENERGY TRANSFER PARTNERS 166,258 171,817
FHLMC RA 7128 03 50%2052 501,438 505,454
FHLMC SB 8073 01 50%2035 487,736 417,635
FNMA PCA4978 03%2050 202,424 171,874
FNMA PCA5658 02 50%2050 366,999 300,371
FNMA PCA5701 02 50%2050 124,573 101,319
FNMA PCA8132 02 50%2050 374,825 313,076
FNMA PCA3282 03 50%2052 654,049 643,873
FNMA PFM8579 02 50%2051 515,658 428,543
FNMA PFM1239 03 50%2051 540,007 538,065
FNMA PFS1820 03%2051 344,364 323,561
FNMA PMA4303 02%2036 380,626 334,171
FNMA PMA4441 01 50%2036 482,333 416,218
ENTERPRISE PRODUCTS OPER 130,210 123,359
FORD CREDIT FLO ABS 2019 417,219 391,629
GOLDMAN SACHS GROUP INC 21,529 20,527
GOLDMAN SACHS GROUP INC 136,327 116,730
GS MORTGAGE SEC CMO 2015 273,873 271,637
HCA INC 171,623 172,395
JPMORGAN CHASE & CO 223,428 231,067
LOUISVILLE GAS & ELEC 173,768 174,080
META PLATFORMS INC 87,198 87,127
MORGAN STANLEY 166,425 172,873
NEXTERA ENERGY CAP HLDGS INC 184,862 170,217
PARKER-HANNIFIN CORP 84,899 84,318
PFIZER INVESTMENT ENTER 89,195 87,118
PHILIP MORRIS INTL INC 171,042 178,456
ROYAL BANK OF CANADA 125,244 115,529
SUNTRUST BK ATLANTA GA UNSECD 126,118 116,228
SYNCHRONY CARD ABS 2022 248,545 249,393
TARGA RESOURCES PARTNERS 85,085 88,993
TRUST FINL CORP 92,937 87,292
UNITED TECHNOLOGIES CORP 115,237 117,299
UNITED HEALTH GROUP INC 94,841 94,559
USD ROYAL BK CANADA SER GMTN 110,801 111,301
WARNERMEDIA HOLDINGS INC 161,127 161,069
BLACKROCK HIGH YIELD BOND PORTFOLIO CLASS K 374,489 378,766
EATON VANCE 376,921 383,785

TY 2023 InvestmentsCorpStockSchedule
Name:
SMART FAMILY FOUNDATION OF NEW YORK
EIN:
81-3395492
Name of Stock End of Year Book Value End of Year Fair Market Value
ACCENTURE 55,897 84,218
ADVANTEST CORP 51,869 48,870
ADYEN NV -UNSPON 109,212 97,283
AON PCL CLASS A 60,737 79,739
ARCH CAPITAL GROUP LTD 65,490 67,289
ASM INTERNATIONAL NY REG SHS 60,719 79,957
ASML HOLDING NV NY REG SHS 44,509 103,698
ASTRAZENECA PLC-SPONS ADR 70,232 72,603
ATLAS COPCO AB-SPONS ADR A 32,984 58,307
ATLASSIAN CORP PLC-CLASS A 125,019 113,459
BAE SYSTEMS PLC SPON ADR 74,406 82,217
CANADIAN NATURAL RESOURCES 49,023 51,695
CANAADIAN PACIFIC KANSAS CITY 96,418 138,671
COMPASS GROUP PLC SPON ADR 51,289 51,643
EPAM SYSTEMS INC 61,585 41,330
EVOLUTION AB 98,034 74,034
EXPERIAN PCL SPONS ADR 57,760 72,436
FERGUSON PLC 64,827 84,565
FERRARI NV 63,972 121,158
ICICI BANK LTD SPON ADR 61,918 65,822
ICON PLC 90,455 119,739
LOREAL UNSPONSORED ADR 60,260 66,903
LINDE PLC 55,420 67,767
LVMH MOET HENNESSY UNSP ADR 36,045 71,965
MERCADOLIBRE INC 90,712 102,150
NESTLE SA SPONS ADR 66,298 69,147
NOVO-NORDISK A/S SPONS ADR 76,030 145,037
SAFRAN SA UNSPON ADR 75,816 75,992
SCHNEIDER ELECT SE-UNSP ADR 42,319 54,109
STERIS PLC 49,273 71,012
THOMSON REUTERS CORPORATION 47,362 60,389
UBS GROUP AG REG 48,841 52,406
WASTE CONNECTIONS INC 57,822 60,454
ACUSHNET HOLDINGS CORP 53,967 64,686
ADDUS HOMECARE CORP 71,725 74,280
ADVANCED ENERGY INDUSTRIES 60,873 72,323
AGREE REALTY CORP 41,432 41,673
AMBARELLA INC 65,351 50,932
AMERICAN WOODMARK CORP 35,736 50,325
AMN HEALTHCARE SERVICES INC 60,112 60,503
ATLANTIC UNION BANKSHARES CO 56,904 82,434
AVANOS MEDICAL INC 85,476 64,172
BALCHEM CORP 53,271 74,970
BARNES GROUP INC 64,507 50,413
BENCHMARK ELECTRONICS INC 50,661 60,642
BLACKBAUD INC 53,662 71,094
BOOT BARN HOLDINGS INC 38,675 64,478
BRP GROUP INC -A 43,580 43,861
CASS INFORMATION SYSTEMS INC 45,561 52,303
CHESAPEAKE UTILITIES CORP 48,379 50,174
CNX RESOURCES CORP 52,360 70,880
COCA-COLA CONSOLIDATED INC 42,560 102,124
COMFORT SYSTEMS USA INC 35,466 80,211
CSW INDUSTRIALS INC 41,364 85,038
CTS CORP 29,757 46,102
DIODES INC 59,471 67,395
DORMAN PRODUCTS INC 53,709 64,142
ENERSYS 51,014 63,706
ENOVIS CORP 58,951 60,334
ENPRO INDUSTRIES INC 71,611 108,464
EXLSERVICE HOLDINGS INC 55,412 73,361
FRANKLIN ELECTRIC CO INC 53,276 81,476
GRAY TELEVISION INC 83,878 46,001
HELIOS TECHNOLOGIES INC 36,951 32,516
ICF INTERNATIONAL INC 68,453 105,663
IDACORP INC 61,792 64,105
INTEGRA HOLDINGS CORP 92,920 106,808
KAISER ALUMINUM CORP 61,869 64,285
KFORCE INC 50,961 79,586
KORN FERRY 56,219 80,953
LGI HOMES INC 57,028 65,914
MARCUS & MILLICHAP INC 76,068 99,328
MERCANTILE BANK CORP 28,787 48,335
MOELIS & CO CLASS A 56,345 91,492
MONARCH CASINO & RESORT INC 73,410 73,437
NORTHERN OIL AND GAS INC 66,683 82,703
NV5 GLOBAL INC 48,937 53,560
OLLIE'S BARGAIN OUTLET HOLDI 58,985 78,622
OMNICELL INC 86,675 45,608
ONTO INNOVATION INC 38,199 93,422
ORIGIN BANCORP INC 49,022 45,601
PACIRA BIOSCIENCES INC 42,691 32,627
PATRICK INDUSTRIES INC 58,632 79,176
PERMIAN RESOURCES CORP 35,990 57,338
POWER INTEGRATIONS INC 60,598 67,084
SEACOAST BANKING CORP/FL 57,891 56,977
SELECTIVE INSURANCE GROUP 68,260 103,957
SIMULATIONS PLUS INC 27,795 35,129
SM ENERGY CO 71,839 87,275
SOUTH STATE CORP 62,351 86,139
SPS COMMERCE INC 29,542 60,866
STEWART INFORMATION SYSTEMS 52,374 74,554
SUNSTONE HOTEL INVESTORS INC 55,691 55,034
SUPERNUS PHARMACEUTICALS INC 38,986 38,403
UMB FINANCIAL CORP 36,508 50,715
VIAVI SOLUTIONS INC 50,788 49,726
BERKSHIRE HATHAWAY INC CL-A 93,695 6,511,500
FIDELITY 500 INDEX FD 7,478,875 12,064,732
HEALTH CARE SELECT SECTOR 668,623 974,844
INVESCO QQQ TRUST SERIES 1 1,192,562 2,233,522
INVESCO S&P 500 EQUAL WEIGHT 1,014,765 1,068,622
ISHARES BIOTECHNOLOGY ETF 405,561 404,154
VANECK OIL SERVICES ETF 456,086 732,634
ISHARES CORE S&P MIDCAP ETF 424,510 450,092
VANGUARD SMALL CAP ETF 2,947,213 4,273,853
FIDELITY INTL INDX INST PRM 5,918,985 6,740,753
GQG PART EMERG MKTS EQ INST 2,038,206 2,274,328
ISHARES CORE MSCI EMERGING 2,239,182 2,118,442
VANECK GOLD MINERS ETG 629,025 602,555

TY 2023 InvestmentsGovtObligationsSch
Name:
SMART FAMILY FOUNDATION OF NEW YORK
EIN:
81-3395492
US Government Securities - End of Year Book Value:

4,433,158
US Government Securities - End of Year Fair Market Value:

4,391,297
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 InvestmentsOtherSchedule2
Name:
SMART FAMILY FOUNDATION OF NEW YORK
EIN:
81-3395492
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
COHEN & STEERS RL EST-F AT COST 1,749,002 1,865,677

TY 2023 LegalFeesSchedule
Name:
SMART FAMILY FOUNDATION OF NEW YORK
EIN:
81-3395492
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 4,880 976   3,904


TY 2023 OtherAssetsSchedule
Name:
SMART FAMILY FOUNDATION OF NEW YORK
EIN:
81-3395492
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
INVESTMENTS OTHER 206,000 206,000 206,000


TY 2023 OtherExpensesSchedule
Name:
SMART FAMILY FOUNDATION OF NEW YORK
EIN:
81-3395492
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MISCELLANEOUS 2,653 531   2,122
OFFICE SUPPLIES AND EXPENSE 7,734 1,547   6,187
TELEPHONE 943 189   754
ADP FEES 4,642 928   3,714
POSTAGE 306 61   245
INSURANCE 2,155 431   1,724
OTHER INVESTMENT EXPENSE 5,325 5,325   0


TY 2023 OtherIncomeSchedule2
Name:
SMART FAMILY FOUNDATION OF NEW YORK
EIN:
81-3395492
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
VALEANT SECURITIES SETTLEMENT 94,421 94,421 94,421


TY 2023 OtherLiabilitiesSchedule
Name:
SMART FAMILY FOUNDATION OF NEW YORK
EIN:
81-3395492
Description Beginning of Year - Book Value End of Year - Book Value
OTHER LIABILITY 32,967 32,967


TY 2023 OtherProfessionalFeesSchedule
Name:
SMART FAMILY FOUNDATION OF NEW YORK
EIN:
81-3395492
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 218,904 218,904   0
PROFESSIONAL FEES 42,592 34,592   8,000
AUDIT EXPENSE 23,625 4,725   18,900


TY 2023 TaxesSchedule
Name:
SMART FAMILY FOUNDATION OF NEW YORK
EIN:
81-3395492
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 3,682 3,682   0
EXCISE TAX 55,000 0   0