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

66-6012547
B Telephone number (see instructions)

(800) 839-1754
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$18,689,262J 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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 3,198 3,198  
4 Dividends and interest from securities... 322,048 322,048  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,218,274
b Gross sales price for all assets on line 6a 3,488,993
7 Capital gain net income (from Part IV, line 2)... 1,218,227
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
102,995 102,998  
12 Total. Add lines 1 through 11........ 1,646,515 1,646,471  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 54,000     54,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
127,586 89,586   38,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
26,365 6,465    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 7,717     7,717
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
70,548 12,062   58,484
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 286,216 108,113   158,201
25 Contributions, gifts, grants paid....... 2,547,500 2,547,500
26 Total expenses and disbursements. Add lines 24 and 25 2,833,716 108,113   2,705,701
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,187,201
b Net investment income (if negative, enter -0-) 1,538,358
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 622,381 592,061 592,061
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) 553,826 Click to see attachment
List of Attached Documents:
// Content
449,058 		443,537
b Investments—corporate stock (attach schedule)....... 8,218,322 Click to see attachment
List of Attached Documents:
// Content
7,514,464 		12,288,082
c Investments—corporate bonds (attach schedule)....... 2,310,921 Click to see attachment
List of Attached Documents:
// Content
2,296,297 		2,158,086
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).......... 2,508,431 Click to see attachment
List of Attached Documents:
// Content
2,174,800 		3,207,496
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) 14,213,881 13,026,680 18,689,262
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 14,213,881 13,026,680
29 Total net assets or fund balances (see instructions)..... 14,213,881 13,026,680
30 Total liabilities and net assets/fund balances (see instructions). 14,213,881 13,026,680
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
14,213,881
2
Enter amount from Part I, line 27a .....................
2
-1,187,201
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
13,026,680
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
13,026,680
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b Passthrough K1 Capital Gain/(Loss)      
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,488,993   2,293,268 1,195,725
b       22,502
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,195,725
b        
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,218,227
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 21,383
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 21,383
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 21,383
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 16,673
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 6,500
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 23,173
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,790
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,790 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
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 arrowFL
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 arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
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
Susan K Edwards Sec, Trustee
2.0 		12,000 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Donald Kimelman Trustee, Pres
4.0 		30,000 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
John D Kimelman Treas, Trustee
2.0 		12,000 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
 
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
Oppenheimer & CO INC Investment MGMT 89,586
85 BOARD STREET
NEW YORK,NY10004
Foundation Source Administrative 58,484
55 Walls Drive 3rd Fl
Fairfield,CT06824
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
14,707,647
b
Average of monthly cash balances.......................
1b
667,186
c
Fair market value of all other assets (see instructions)................
1c
3,207,496
d
Total (add lines 1a, b, and c).........................
1d
18,582,329
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
18,582,329
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
278,735
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
18,303,594
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
915,180
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
915,180
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
21,383
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
21,383
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
893,797
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
893,797
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
893,797
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
2,705,701
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
2,705,701
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 7 893,797
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:2021, 2020, 2019  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020...... 349,013
d From 2021...... 974,407
e From 2022...... 1,712,726
f Total of lines 3a through e ........ 3,036,146
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 2,705,701
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 893,797
e Remaining amount distributed out of corpus 1,811,904
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 4,848,050
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) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		4,848,050
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020.... 349,013
c Excess from 2021.... 974,407
d Excess from 2022.... 1,712,726
e Excess from 2023.... 1,811,904
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).)
NONE
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

A BETTER BALANCE

40 WORTH ST 10TH FL
NEW YORK,NY10013 		N/A PC General & Unrestricted 2,000

ACADEMY OF MUSIC OF PHILADELPHIA INC

ONE SOUTH BROAD ST 14TH FLOOR
PHILADELPHIA,PA19107 		N/A PC General & Unrestricted 5,000

ACADEMY OF VOCAL ARTS

1920 SPRUCE ST
PHILADELPHIA,PA19103 		N/A PC General & Unrestricted 5,000

ALL KINGS PROJECT INC

369 E 7TH ST
BROOKLYN,NY11218 		N/A PC General & Unrestricted 3,000

AMERICA-ITALY SOCIETY OF PHILADELPHIA

230 S BROAD ST STE 1105
PHILADELPHIA,PA19102 		N/A PC General & Unrestricted 1,000

AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO

424 E 92ND ST
NEW YORK,NY10128 		N/A PC General & Unrestricted 20,000

ARS NOVA THEATER I INC

511 W 54TH ST
NEW YORK,NY10019 		N/A PC General & Unrestricted 12,500

BARD COLLEGE

PO BOX 5000
ANNANDALEONHUDSON,NY12504 		N/A PC general support and cultural programming at the Fisher Center for the Performing Arts 30,000

BARNES FOUNDATION

2025 BENJAMIN FRANKLIN PKWY
PHILADELPHIA,PA19130 		N/A PC General & Unrestricted 5,000

BARTLETT ARBORETUM ASSOCIATION INC

151 BROOKDALE RD
STAMFORD,CT06903 		N/A PC General & Unrestricted 1,000

BENCHMARK SCHOOL

2107 N PROVIDENCE RD
MEDIA,PA19063 		N/A PC General & Unrestricted 1,000

BERKSHIRE NATURAL RESOURCES

309 PITTSFIELD RD
LENOX,MA01240 		N/A PC General & Unrestricted 1,000

BONE MARROW AND CANCER FOUNDATION INC

515 MADISON AVE STE 1130
NEW YORK,NY10022 		N/A PC Lifeline and Clinical Care Counseling programs 40,000

BONE MARROW AND CANCER FOUNDATION INC

515 MADISON AVE STE 1130
NEW YORK,NY10022 		N/A PC Financial Patient Support 10,000

BROAD STREET MINISTRY

PO BOX 22656
PHILADELPHIA,PA19110 		N/A PC General & Unrestricted 5,000

BROADWAY CARES-EQUITY FIGHTS AIDS INC

165 WEST 46TH ST 1300
NEW YORK,NY10036 		N/A PC Food Service and Meal Delivery program 10,000

BROADWAY FOR ALL

25 BROADWAY 12TH FL
NEW YORK,NY10004 		N/A PC General & Unrestricted 5,000

CAMPHILL VILLAGE U S A INC

84 CAMPHILL VILLAGE RD
COPAKE,NY12516 		N/A PC General & Unrestricted 3,000

CATSKILL MOUNTAINKEEPER INC

PO BOX 1000
LIVINGSTON MANOR,NY12758 		N/A PC General & Unrestricted 12,500

CENTER CITY DISTRICT FOUNDATION

660 CHESTNUT ST
PHILADELPHIA,PA19106 		N/A PC homeless outreach activities, conducted in partnership with social services agencies, to bring people off the streets of Center City 7,500

CENTER CITY RESIDENTS ASSOCIATION OF PHILADELPHIA

1900 MARKET ST 8TH FL
PHILADELPHIA,PA19103 		N/A PC Clean, Safe and Green program 1,000

CENTER FOR PUBLIC INTEGRITY

910 17TH ST NW 7TH FLOOR
WASHINGTON,DC20006 		N/A PC General & Unrestricted 15,000

CHILD ABUSE PREVENTION CENTER INC

35 VAN WAGNER RD
POUGHKEEPSIE,NY12603 		N/A PC General & Unrestricted 20,000

CHILDFUND INTERNATIONAL INC

2821 EMERYWOOD PKWY
RICHMOND,VA23294 		N/A PC Sponsor a child fund and General Support 3,000

CHILDRENS HOME SOCIETY OF FLORIDA

3333 FOREST HILL BLVD
WEST PALM BEACH,FL33406 		N/A PC General & Unrestricted 5,000

CLARK UNIVERSITY

950 MAIN ST
WORCESTER,MA01610 		N/A PC General & Unrestricted 10,000

COLUMBIA - GREENE COMMUNITY COLLEGE FOUNDATION INC

4400 RTE 23
HUDSON,NY12534 		N/A PC to help low-income students pay for the costs of technology, transportation, or the greatest needs in the judgement of the college 10,000

COLUMBIA COUNTY RECOVERY KITCHEN

37 OAKWOOD LN
RHINEBECK,NY12572 		N/A PC General & Unrestricted 3,000

COMBAT WOUNDED VETERAN CHALLENGE INC

10490 GANDY BLVD N
ST PETERSBURG,FL33702 		N/A PC General & Unrestricted 5,000

COMMITTEE TO PROTECT JOURNALISTS INC

509 W 38TH ST FL 5
NEW YORK,NY10018 		N/A PC General & Unrestricted 5,000

COMMUNITY FOUNDATION FOR PALM BEACH & MARTIN COUNT

700 S DIXIE HWY STE 200
WEST PALM BCH,FL33401 		N/A PC Flamingo Clay Studio Building Fund 5,000

COMMUNITY FOUNDATIONS OF THE HUDSON VALLEY

25 VAN WAGNER RD STE 2
POUGHKEEPSIE,NY12603 		N/A PC General & Unrestricted 10,000

CONGREGATION RODEPH SHOLOM

7 W 83RD ST
NEW YORK,NY10024 		N/A PC General & Unrestricted 5,000

COUNCIL ON ADDICTION PREVENTION AND EDUCATION OF D

31 MARSHALL RD 3G
WAPPINGERS FALLS,NY12590 		N/A PC to build a youth clubhouse that will provide counseling on substance abuse and other related services 60,000

COVENANT HOUSE

5 PENN PLZ
NEW YORK,NY10001 		N/A PC General & Unrestricted 2,500

CULTURAL COUNCIL OF PALM BEACH COUNTY INC

601 LAKE AVE
LK WORTH BCH,FL33460 		N/A PC Charitable Event 20,000

CULTURAL COUNCIL OF PALM BEACH COUNTY INC

601 LAKE AVE
LK WORTH BCH,FL33460 		N/A PC General & Unrestricted 5,000

DUO DUO ANIMAL WELFARE PROJECT INC

1030 E EL CAMINO REAL STE 302
SUNNYVALE,CA94087 		N/A PC General & Unrestricted 15,000

DUTCHESS LAND CONSERVANCY INC

PO BOX 138
MILLBROOK,NY12545 		N/A PC General & Unrestricted 1,000

EDITH WHARTON RESTORATION INC

PO BOX 974
LENOX,MA01240 		N/A PC General & Unrestricted 1,000

EDUCATION LAW CENTER - PA

1800 JFK BLVD SUITE 1900A
PHILADELPHIA,PA19103 		N/A PC General & Unrestricted 1,000

FAIRVIEW HOSPITAL

29 LEWIS AVE
GREAT BARRINGTON,MA01230 		N/A PC Fairview Hospital Annual Fund 5,000

FAMILY SERVICES INC

29 NORTH HAMILTON ST
POUGHKEEPSIE,NY12601 		N/A PC Teen Resource Activity Center 37,500

FOR PETES SAKE CANCER RESPITE FOUNDATION

620 W GERMANTOWN PIKE STE 250
PLYMOUTH MTNG,PA19462 		N/A PC General & Unrestricted 2,500

FORWARD ASSOC INC

125 MAIDEN LN 8TH FL
NEW YORK,NY10038 		N/A PC general support and the all-access campaign 40,000

FRIENDS OF SCHUYLKILL RIVER PARK

PO BOX 30246
PHILADELPHIA,PA19103 		N/A PC General & Unrestricted 1,000

FRIENDS OF SIVANANDA ASHRAM YOGA IN THE CARIBBEAN

555 THEODORE FREMD AVE
RYE,NY10580 		N/A PC General & Unrestricted 20,900

FRIENDS OF THE ISRAEL DEFENSE FORCES

PO BOX 4224
NEW YORK,NY10163 		N/A PC Fallen and Wounded program and Financial Relief fund 10,000

FROST VALLEY YMCA

2000 FROST VALLEY RD
CLARYVILLE,NY12725 		N/A PC General & Unrestricted 5,000

FUND FOR INVESTIGATIVE JOURNALISM INC

1100 13TH ST NW STE 800
WASHINGTON,DC20005 		N/A PC General & Unrestricted 20,000

GEORGE WASHINGTON LAW SCHOOL

2100 M ST NW STE 310
WASHINGTON,DC20052 		N/A PC Law School Dean's Fund 3,000

GLOBAL INTERDEPENDENCE CENTER

100 N 6TH ST 5TH FLOOR SE
PHILADELPHIA,PA19106 		N/A PC General & Unrestricted 2,000

GLYNWOOD CENTER INC

PO BOX 157
COLD SPRINGS,NY10516 		N/A PC General & Unrestricted 1,000

GRACE SMITH HOUSE INC

1 BROOKSIDE AVE
POUGHKEEPSIE,NY12601 		N/A PC General & Unrestricted 25,000

GREAT OAKS VILLAGE

1718 E MICHIGAN ST
ORLANDO,FL32806 		N/A GOV to purchase Christmas gifts for children 2,000

GROUNDTRUTH PROJECT INC

9450 SW GEMINI DR PMB 46837
BEAVERTON,OR97008 		N/A PC Report for America Initiative 55,000

GROUNDTRUTH PROJECT INC

9450 SW GEMINI DR PMB 46837
BEAVERTON,OR97008 		N/A PC Report for America Initiative 55,000

HALDANE SCHOOL FOUNDATION INC

PO BOX 364
COLD SPRING,NY10516 		N/A PC General & Unrestricted 5,000

HARLEM VALLEY RAIL TRAIL ASSOCIATION INC

PO BOX 356
MILLERTON,NY12546 		N/A PC General & Unrestricted 5,000

HEIFER INTERNATIONAL FOUNDATION

1 WORLD AVE
LITTLE ROCK,AR72202 		N/A PC General & Unrestricted 5,000

HELO INCORPORATED

PO BOX 290407
WETHERSFIELD,CT06129 		N/A PC General & Unrestricted 5,000

HELP ANIMALS INDIA

19215 32ND AVE NE
LK FOREST PK,WA98155 		N/A PC General & Unrestricted 10,000

HEVREH OF SOUTHERN BERKSHIRE INC

270 STATE RD
GREAT BARRINGTON,MA01230 		N/A PC General & Unrestricted 3,000

HIGHLANDS CURRENT INC

142 MAIN ST
COLD SPRING,NY10516 		N/A PC General & Unrestricted 2,000

HORIZONS GREATER WASHINGTON INC

3000 CATHEDRAL AVE NW
WASHINGTON,DC20008 		N/A PC General & Unrestricted 5,000

HUMANE SOCIETY INTERNATIONAL

1255 23RD ST NW SUITE 450
WASHINGTON,DC20037 		N/A PC Charitable Event 20,000

HUMANE SOCIETY INTERNATIONAL

1255 23RD ST NW SUITE 450
WASHINGTON,DC20037 		N/A PC General & Unrestricted 20,000

INSIDE CLIMATE NEWS

16 COURT ST STE 2307
BROOKLYN,NY11241 		N/A PC General & Unrestricted 40,000

INSPIRICA INC

141 FRANKLIN ST
STAMFORD,CT06901 		N/A PC General & Unrestricted 2,000

JACOBS PILLOW DANCE FESTIVAL INC

358 GEORGE CARTER RD
BECKET,MA01223 		N/A PC General & Unrestricted 5,000

JEWISH FEDERATION OF THE BERKSHIRES INC

196 S ST
PITTSFIELD,MA01201 		N/A PC General & Unrestricted 5,000

JOHN BARTRAM ASSOCIATION

54TH ST LINDBERGH BLVD
PHILADELPHIA,PA19143 		N/A PC General & Unrestricted 5,000

JUNIOR TENNIS FOUNDATION INC

70 W RED OAK LN
WEST HARRISON,NY10604 		N/A PC General & Unrestricted 5,000

MAHAIWE PERFORMING ARTS CENTER INC

244 MAIN ST STE 3
GT BARRINGTON,MA01230 		N/A PC General & Unrestricted 5,000

MARET SCHOOL INC

3000 CATHEDRAL AVE NW
WASHINGTON,DC20008 		N/A PC General & Unrestricted 5,000

MARSHALL PROJECT INC

156 W 56TH ST STE 701
NEW YORK,NY10019 		N/A PC General & Unrestricted 60,000

MASS DESIGN GROUP

1 CHANDLER ST FLOOR 1
BOSTON,MA02116 		N/A PC General & Unrestricted 50,000

MASTERY CHARTER SCHOOLS FOUNDATION

5700 WAYNE AVE
PHILADELPHIA,PA19144 		N/A PC Founders Fund 1,000

MEDECINS SANS FRONTIERES USA INC

PO BOX 5030
HAGERSTOWN,MD21741 		N/A PC General & Unrestricted 20,000

MENTAL HEALTH ASSOCIATION OF COLUMBIA-GREENE COUNT

713 UNION ST
HUDSON,NY12534 		N/A PC Child Advocacy Center and REACH center 5,000

MILAGRO FOUNDATION INC

695 AUBURN AVE
DELRAY BEACH,FL33444 		N/A PC General & Unrestricted 2,000

MOUNTAIN STATE SPOTLIGHT INC

170 SUMMERS ST STE 210
CHARLESTON,WV25301 		N/A PC General & Unrestricted 15,000

MY BROTHERS WORKSHOP

PO BOX 503205 26A CHARLOTTE AMALIE
ST THOMAS,VI00805 		N/A PC capital campaign for the new campus 50,000

NAMI NATIONAL

4301 WILSON BLVD STE 300
ARLINGTON,VA22203 		N/A PC for an original theatrical work about mental health 25,000

NATIONAL PUBLIC RADIO INC

PO BOX 791490
BALTIMORE,MD21279 		N/A PC NPR's international reporting 100,000

NEW YORK COMMON PANTRY

8 E 109TH ST
NEW YORK,NY10029 		N/A PC General & Unrestricted 5,000

NEW YORK SHAKESPEARE FESTIVAL

425 LAFAYETTE ST
NEW YORK,NY10003 		N/A PC Miranda Family Fellows program 25,000

NORTON MUSEUM OF ART INC

1450 S DIXIE HWY
WEST PALM BCH,FL33401 		N/A PC General & Unrestricted 25,000

OMEGA INSTITUTE FOR HOLISTIC STUDIES INC

150 LAKE DR
RHINEBECK,NY12572 		N/A PC General & Unrestricted 140,000

OPERA PHILADELPHIA

1420 LOCUST ST STE 210
PHILADELPHIA,PA19102 		N/A PC General & Unrestricted 50,000

PALM BEACH FLAGLER ROTARY FOUNDATION INC

PO BOX 415
PALM BEACH,FL33480 		N/A PC General & Unrestricted 1,000

PANCREATIC CANCER ACTION NETWORK INC

1500 ROSECRANS AVE STE 200
MANHATTAN BCH,CA90266 		N/A PC General & Unrestricted 2,500

PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS INC

501 FRONT ST
NORFOLK,VA23510 		N/A PC General & Unrestricted 10,000

PHILADELPHIA CITIZEN

2400 MARKET ST OFFSITE STE 269
PHILADELPHIA,PA19103 		N/A PC General & Unrestricted 10,000

PHILADELPHIA ENVIRONMENTAL FILM FESTIVAL

7201 SHERMAN ST
PHILADELPHIA,PA19119 		N/A PC General & Unrestricted 3,000

PHILADELPHIA MUSEUM OF ART

PO BOX 7646
PHILADELPHIA,PA19101 		N/A PC General & Unrestricted 30,000

PHILADELPHIA ORCHESTRA ASSOCIATION

1 S BROAD ST 14TH FL
PHILADELPHIA,PA19107 		N/A PC General & Unrestricted 30,000

PHILIPSTOWN BEHAVIORAL HEALTH HUB INC

5 STONE ST
COLD SPRING,NY10516 		N/A PC General & Unrestricted 2,000

PLANNED PARENTHOOD OF GREATER NEW YORK HCSR

26 BLEECKER ST
NEW YORK,NY10012 		N/A PC new exam room and procedure room tables at the Poughkeepsie clinic 20,000

PRO PUBLICA INC

155 AVE OF THE AMERICAS 13TH FL
NEW YORK,NY10013 		N/A PC General & Unrestricted 100,000

PROJECT HOME

1415 FAIRMOUNT AVE STE 241
PHILADELPHIA,PA19130 		N/A PC Hub of Hope Service Center at Suburban Station 5,000

PUBLIC BROADCASTING SERVICE

1225 S CLARK ST
ARLINGTON,VA22202 		N/A PC General & Unrestricted 1,000

PULITZER CENTER ON CRISIS REPORTING

2000 PENNSYLVANIA AVE NW 7000-081
WASHINGTON,DC20006 		N/A PC For financial support to news organizations and journalists pursuing important international stories 75,000

RED HOOK RESPONDS INCORPORATED

PO BOX 624
RED HOOK,NY12571 		N/A PC General & Unrestricted 1,000

REGIONAL FOOD BANK OF N E NY INC

965 ALBANY SHAKER RD
LATHAM,NY12110 		N/A PC General & Unrestricted 3,000

RELIEF INTERNATIONAL INC

1101 14TH ST NW STE 730
WASHINGTON,DC20005 		N/A PC Global Emergency Fund 50,000

RELIEF INTERNATIONAL INC

1101 14TH ST NW STE 730
WASHINGTON,DC20005 		N/A PC pharmaceutical and related medical equipment and supplies 100,000

RIVERSIDE PARK CONSERVANCY INC

475 RIVERSIDE DR STE 455
NEW YORK,NY10115 		N/A PC Riverside Clay Tennis Association (RCTA) 5,000

RODEPH SHALOM CONGREGATION

615 N BROAD ST
PHILADELPHIA,PA19123 		N/A PC The Congregation Rodeph Shalom Endowment Campaign 20,000

ROE JAN FOOD PANTRY INC

PO BOX 475
HILLSDALE,NY12529 		N/A PC General & Unrestricted 5,000

ROPER CENTER FOR PUBLIC OPINION RESEARCH INC

136 HOY RD RHODES HALL 651
ITHACA,NY14853 		N/A PC Kohut Fund 2,000

SAMUEL S FLEISHER ART MEMORIAL INC

BENJAMIN FRANKLIN PKWY BX 7646
PHILADELPHIA,PA19101 		N/A PC General & Unrestricted 10,000

SAVE THE CHILDREN FEDERATION INC

501 KINGS HWY EAST STE 400
FAIRFIELD,CT06825 		N/A PC Emergency Health Unit 125,000

SCHOLARSHIP AMERICA INC

PO BOX 1119
PHILMONT,NY12565 		N/A PC General & Unrestricted 5,000

SEVENTH REGIMENT ARMORY CONSERVANCY INC

643 PARK AVE 3RD FL
NEW YORK,NY10065 		N/A PC ILLINOISE Development Health Fund 6,000

SHARE FOOD PROGRAM INC

2901 W HUNTING PARK AVE
PHILADELPHIA,PA19129 		N/A PC General & Unrestricted 25,000

SKYS THE LIMIT FUND

510A VALLEY WY SOBRATO CNTR NONPROF
MILPITAS,CA95035 		N/A PC General & Unrestricted 20,000

SOI DOG

1321 UPLAND DR STE 3905
HOUSTON,TX77043 		N/A PC General & Unrestricted 2,000

SOLVE MECFS INITIATIVE INC

350 N GLENDALE AVE STE B 368
GLENDALE,CA91206 		N/A PC General & Unrestricted 10,000

ST JUDE CHILDRENS RESEARCH HOSPITAL INC

501 ST JUDE PL
MEMPHIS,TN38105 		N/A PC General & Unrestricted 1,000

SUPPORT CENTER FOR CHILD ADVOCATES

1617 JFK BLVD STE 1200
PHILADELPHIA,PA19103 		N/A PC General & Unrestricted 1,000

TANZANIAN CHILDRENS FUND INC

2 GARDEN ST
CAMBRIDGE,MA02138 		N/A PC General & Unrestricted 5,000

THE ARMORY ART CENTER INC

811 PARK PL
WEST PALM BCH,FL33401 		N/A PC General & Unrestricted 10,000

THE ARMORY ART CENTER INC

811 PARK PL
WEST PALM BCH,FL33401 		N/A PC Repair and Beautification of Building Exterior 10,000

THE ART EFFECT OF THE HUDSON VALLEY INC

45 PERSHING AVE
POUGHKEEPSIE,NY12601 		N/A PC General & Unrestricted 30,000

THE BERKSHIRE TACONIC COMMUNITY FOUNDATION INC

800 N MAIN ST
SHEFFIELD,MA01257 		N/A PC Fund for Columbia County 25,000

THE BERKSHIRE TACONIC COMMUNITY FOUNDATION INC

800 N MAIN ST
SHEFFIELD,MA01257 		N/A PC General & Unrestricted 10,000

THE LENFEST INST FOR JOURNALISM SPE ASSET FUND OF

1835 MARKET ST 2410
PHILADELPHIA,PA19103 		N/A SO I Philadelphia's Inquirer's enhanced coverage of news of civic importance 75,000

THE LOYALTY FOUNDATION

469 W 57TH ST APT 3D
NEW YORK,NY10019 		N/A PC General & Unrestricted 15,000

THE RED HOOK DAILY CATCH INC

10 W BARD AVE
RED HOOK,NY12571 		N/A PC General & Unrestricted 11,000

THE TREVOR PROJECT INC

PO BOX 69232
WEST HOLLYWOOD,CA90069 		N/A PC General & Unrestricted 10,000

THE UNIVERSITY OF THE VIRGIN ISLANDS

2 JOHN BREWERS BAY
CHARLOTTE AMALIE,VI00802 		N/A PC to augment the efforts of the Center for Student Success to prepare young people for college and to provide remedial help to UVI students in danger of dropping out 100,000

THE WOMENS PROJECT & PRODUCTIONS

55 WEST END AVE
NEW YORK,NY10023 		N/A PC General & Unrestricted 10,000

THEATRE OF THE EMERGING AMERICAN MOMENT

138 S OXFORD ST STE 4C
BROOKLYN,NY11217 		N/A PC General & Unrestricted 4,000

TIVOLI FIRE CO INC

PO BOX 486
TIVOLI,NY12583 		N/A PC Firehouse Capital Campaign 15,000

TOWN OF PALM BEACH UNITED WAY INC

44 COCOANUT ROW STE 201
PALM BEACH,FL33480 		N/A PC Impact of the Palm Beaches 1,100

TOWN OF PALM BEACH UNITED WAY INC

44 COCOANUT ROW STE 201
PALM BEACH,FL33480 		N/A PC Charitable Event 1,000

UPPER HUDSON PLANNED PARENTHOOD INC

855 CENTRAL AVE
ALBANY,NY12206 		N/A PC Family planning services carried out at the clinic in Hudson, N.Y 40,000

V-DAY

4104 24TH ST 4515
SAN FRANCISCO,CA94114 		N/A PC General & Unrestricted 5,000

VILLAGE HALLOWEEN PARADE INC

60 W 10TH ST APT 4C
NEW YORK,NY10011 		N/A PC Charitable Event 1,000

VOLUNTEERS OF AMERICA INC

135 WEST 50TH ST 9TH FL
NEW YORK,NY10020 		N/A PC Operation Backpack of The Greater New York Volunteers of america 3,000

WAMC

318 CENTRAL AVE
ALBANY,NY12206 		N/A PC General & Unrestricted 10,000

WHYY INC

150 N 6TH ST
PHILADELPHIA,PA19106 		N/A PC local reporting by WHYY news staff 5,000

WIKIMEDIA FOUNDATION INC

PO BOX 98204
WASHINGTON,DC20090 		N/A PC General & Unrestricted 1,000

WILLIAM PENN CHARTER SCHOOL INC

3000 W SCHOOL HOUSE LN
PHILADELPHIA,PA19144 		N/A PC General & Unrestricted 1,000

WILMA THEATER INC

265 S BROAD ST
PHILADELPHIA,PA19107 		N/A PC General & Unrestricted 15,000

WMHT EDUCATIONAL TELECOMMUNICATIONS INC

4 GLOBAL VIEW
TROY,NY12180 		N/A PC General & Unrestricted 1,000

WOODSTOCK ARTISTS ASSOCIATION INC

28 TINKER ST
WOODSTOCK,NY12498 		N/A PC General & Unrestricted 5,000

WORKER JUSTICE CENTER OF NEW YORK INC

1187 CULVER RD
ROCHESTER,NY14609 		N/A PC Legal representation, outreach and advocacy to benefit farm workers and other low-wage workers in the Hudson Valley 30,000

YOUTH AND FAMILY ALLIANCE

3700 S 1ST ST
AUSTIN,TX78704 		N/A PC General & Unrestricted 5,000

YOUTH REPRESENT INC

11 PARK PLACE STE 1512
NEW YORK,NY10007 		N/A PC General & Unrestricted 15,000

YOUTH SENTENCING & REENTRY PROJECT INC

1528 WALNUT ST STE 515
PHILADELPHIA,PA19102 		N/A PC General & Unrestricted 2,000

Z FOUNDATION GLOBAL

1001 MAIN ST SUITE AB
VANCOUVER,WA98660 		N/A PC Zephaniah Free Education & Women's Empowerment Foundation 4,000
Total .................................right arrow 3a 2,547,500
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 3,198  
4 Dividends and interest from securities ....     14 322,048  
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 ............ 		525990 47 18 1,218,227  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aK-1 Inc/Loss 		525990 -3 14 -9,036  
bINCOME FROM IRONWOOD MULTI-STRATEGY FUND     01 18,423  
cNET ANNUITY INCOME     01 93,611  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 44 1,646,471  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,646,515
(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

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TY 2023 DepreciationSchedule
Name:
Henry L Kimelman Family Foundation
EIN:
66-6012547
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2023 InvestmentsCorpBondsSchedule
Name:
Henry L Kimelman Family Foundation
EIN:
66-6012547
Name of Bond End of Year Book Value End of Year Fair Market Value
AFLAC INC - 1.125% - 02/15/202 15,020 13,847
AIG INC - 2.500% - 06/30/2025 17,138 15,400
AMERICAN EXPRESS CO - 2.550% - 3,762 3,749
AMERICAN INTL GROUP INC - 3.90 13,323 11,777
ANHEUSER BUSCH - 4.000% - 04/1 49,789 49,419
APTIV PLC / APTIV CORP NOTE - 17,018 16,439
AT&T INC - 2.300% - 06/01/2027 62,287 55,742
AVALONBAY COMMUNITIES - 3.500% 50,477 48,442
B & G FOODS INC - 5.250% - 09/ 16,621 14,521
BALL CORP - 2.875% - 08/15/203 4,869 4,291
BANK AMER CORP - 3.500% - 04/1 38,940 38,940
BANK OF AMERICA VAR 27 - 0.000 21,886 20,164
BANK OF MONTREAL SER F - 1.850 15,494 14,383
BOYD GAMING - 4.750% - 12/01/2 16,941 16,354
CANADIAN PAC RY CO NT - 2.450% 47,888 43,677
CENTURYLINK INC - 5.625% - 04/ 16,490 13,940
CITIGROUP INC - 3.400% - 05/01 57,023 55,987
COMCAST CORP NOTE - 3.950% - 1 27,959 27,623
CROWN AMERS LLC SER B - 4.750% 18,873 17,830
D R HORTON INC - 1.400% - 10/1 49,569 44,538
DEERE JOHN CAPITAL CORP MTN - 44,222 46,005
DIAMONDBACK ENERGY INC - 3.125 41,633 42,721
DIGITAL RLTY TR INC - 3.700% - 34,700 28,937
DISCOVERY COMMUNICATIONS LLC - 77,681 68,079
DUKE ENERGY CAROLINAS - 2.950% 14,901 14,474
DUKE ENERGY OHIO - 3.650% - 02 13,182 12,526
ENABLE MIDSTREAM PARTNERS LP N 32,877 32,282
ENBRIDGE INC MTN CDS- NOTE - 2 24,979 24,887
EOG RES - 4.150% - 01/15/2026 76,889 74,319
EQUINIX INC NOTE - 3.900% - 04 26,360 28,836
ERP OPER LTD - 3.250% - 08/01/ 89,498 84,606
FEDERATED CAPITAL APPRECIATION 20,563 17,242
FORD MOTOR COMPANY - 4.346% - 70,382 66,305
FREEPORT MCMORAN - 4.125% - 03 15,198 15,308
FREEPORT-MCMORAN INCNOTE - 4.5 24,802 24,731
GLP CAP LP/GLP FING II INC NOT 5,698 4,969
GOLDMAN SACHS GROUP - 3.500% - 22,486 21,193
GOLDMAN SACHS GROUP INC NOTE - 32,890 34,386
GOODYEAR TIRE & RUBR CO - 5.25 2,026 1,830
GRAPHIC PACKAGING CORP COM STK 24,093 24,719
HILLENBRAND INC NOTE - 5.000% 5,820 5,931
HOME DEPOT INC - 2.950% - 06/1 52,264 47,044
HOWMET AEROSPACE - 6.875% - 05 3,105 3,043
HUNTSMAN INTL LLC - 4.500% - 0 9,956 9,635
JP MORGAN CHASE - 3.125% - 01/ 48,209 48,955
JPMORGAN CHASE &CO NOTE - 2.95 22,613 20,965
KEURIG DR PEPPER INC - 2.550% 7,117 6,609
KIMCO RLTY CORP NOTE CALL - 2. 11,042 11,327
LIMITED BRANDS INC - 6.950% - 4,837 4,996
MAGELLAN MIDSTREAM PRTNRS LP - 31,898 27,195
MARRIOTT - 5.000% - 10/15/2027 49,564 50,622
MORGAN STANLEY - 3.625% - 01/2 24,411 24,253
MORGAN STANLEY FR - 3.700% - 1 39,448 39,481
MURPHY OIL CP HLDG - 5.625% - 15,568 14,869
OMNICOM GROUP INC - 2.450% - 0 8,969 7,831
PACKAGING CORP AMER - 3.000% - 35,237 31,719
PIONEER NAT RES CO NOTE CALL M 59,134 54,789
QORVO INC - 4.350% - 10/15/202 38,379 33,206
REPUBLIC SVCS INC - 2.300% - 0 50,258 44,079
SABRA HLTH CARE LP/SABRA CAP C 21,026 18,007
SEAGATE HDD CAYMAN - 0.000% - 5,087 4,959
SOUTHWEST AIRLINES CO - 3.000% 42,721 42,844
SOUTHWESTERN ELEC PWR CO SER N 5,040 4,657
SYSCO - 2.400% - 02/15/2030 71,740 62,723
TYSON FOODS INC SR NT - 3.950% 52,697 50,408
UNDER ARMOUR INC - 3.250% - 06 65,133 60,416
UNITED RENTALS - 5.250% - 01/1 18,862 16,770
UNITED STATES TREAS SER AH-202 19,947 18,540
VICI PROPERTIES LP NOTE - 4.75 5,995 5,876
WASTE CONNECTIONS INC - 2.600% 50,444 44,933
WASTE MGMT INC - 2.000% - 06/0 74,883 66,811
WELLS FARGO & CO - 3.000% - 10 46,303 44,640
WRKCO INC NOTE CALL MAKE WHOLE 42,163 34,535

TY 2023 InvestmentsCorpStockSchedule
Name:
Henry L Kimelman Family Foundation
EIN:
66-6012547
Name of Stock End of Year Book Value End of Year Fair Market Value
3I GROUP PLC ADR 11,653 21,319
3M CO 12,666 9,839
ACCENTURE PLC 10,948 14,036
ADOBE SYSTEMS, INC 14,835 17,898
ADYEN N.V. 3,328 2,331
AES CORP 27,286 28,971
AIA GROUP LTD ADR 3,652 2,947
ALCON INC 2,500 2,734
ALFA LAVAL AB 1,814 2,919
ALIGN TECHNOLOGY, INC 19,041 19,728
ALLIANZ SE 6,438 7,820
ALPHABET INC CL A 62,703 92,894
AMAZON COM 21,203 59,712
AMBEV SA 2,434 1,870
AMER INTERNATIONAL GROUP INC 10,758 22,900
ANALOG DEVICES INC 18,591 44,477
ANSYS INC 9,787 35,199
APPLE INC 9,154 15,787
APPLIED MATERIALS INC 10,272 18,152
ASE TECHNOLOGY HOLDINGS CO LTD 3,576 7,067
ASSA ABLOY UNSP/ADR 1,667 2,200
ATLAS COPCO AB A SHS ADR 2,810 3,545
BAE SYSTEMS PLC 9,233 21,161
BANCO BILBAO ARG SA 2,578 3,799
BANK OF AMERICA CORP 20,125 29,562
BARON EMERGING MARKETS FUND 213,272 213,097
BARRICK GOLD CORPORATION 36,922 27,931
BAXTER INTERNATIONAL INC 33,894 18,982
BCE INC 7,820 6,498
BECTON DICKINSON & CO 5,237 5,364
BERKSHIRE HATHAWAY INC. CLASS 30,067 70,262
BHP BILLITON LIMITED 13,873 14,687
BIOGEN INC 11,759 10,351
BIONTECH SE ADR 2,157 2,427
BLACKLINE INC 14,143 18,357
BNP PARIBAS SPONS ADR 12,635 13,931
BRISTOL-MYERS SQUIBB CO 25,463 21,550
BRITISH AMERICAN TOBACCO PLC 10,032 7,733
C H ROBINSON WORLDWIDE INC 12,045 10,799
CANADIAN NATL RAILWAY CO 1,395 2,010
CATERPILLAR INC 10,241 15,671
CENTENE CORP 16,707 20,334
CHARLES RIV LABORATORIES INTL 16,018 11,111
CHEVRON CORP 30,906 49,223
CHUGAI PHARMACEUTICAL CO., LTD 4,754 6,221
CIGNA CORPORATION 20,085 32,341
CISCO SYSTEMS INC 26,020 31,373
CITIGROUP INC 72,273 75,925
CLOROX CO 136,800 182,515
COCA COLA EUROPEAN PARTNERS PL 11,370 11,813
COCA COLA FEMSA SA 9,577 15,142
COMPAGNIE DE SAINT G 7,366 10,281
CORNING INC 31,291 27,040
COSTAR GROUP, INC 14,686 59,862
CREDICORP LTD 1,652 1,799
CSX CORP 11,353 15,359
DAIFUKU CO LTD UNSPONSRED ADS 1,519 1,568
DANAHER CORP 19,415 37,014
DASSAULT SYS SA SPN ADR 4,001 5,637
DBS GROUP HLDGS SPON ADR 5,600 6,784
DEUTSCHE POST AG 10,274 12,189
DEUTSCHE TELE AG ADS 9,168 11,944
DIAGEO PLC ADS 9,287 9,177
DNB BANK ASA 9,633 9,853
ECOLAB INC 8,735 13,488
ENEL SOCIETA PER AZI 9,021 9,747
ENN ENERGY HOLDINGS LIMITED 2,800 1,177
EPIROC AB 1,672 2,849
EQUABLE SHARES HEDGED EQUITY F 143,084 142,423
F M C CP 29,924 17,969
FAIRFAX FINL HLDGS LTD 15,299 52,483
FASTENAL COMPANY 15,126 46,375
FEDEX CORPORATION 20,422 29,597
FINANCIAL SELECT SECTOR SPDR F 91,497 169,200
FIRST ENERGY CORP 29,170 31,894
FIVE BELOW INC 15,070 43,058
FLOOR AND DECOR HOLDINGS 20,622 25,101
FOMENTO ECONOMICO MEXICANO 3,799 6,387
FREEPORT-MCMORAN COPPER & GOLD 16,353 30,523
GEN DYNAMICS CP 8,497 14,542
GENERAL MOTORS 36,112 47,738
GENMAB A/S SPON 2,661 2,229
GLENCORE XSTRATA PLC ADR 5,790 5,307
GLOBANT SA 10,325 56,877
GOLDMAN SACHS TREASURYACCESS 0 75,859 75,802
GRAND CANYON EDUCATION, INC 26,300 34,991
GROUPE DANONE ADS 35,634 35,949
GUIDEWIRE SOFTWARE INC 12,838 15,375
HAIER SMART HOME ADR 6,236 5,412
HALEON PLC 3,881 3,819
HDFC BANK LTD ADR 2,452 3,020
HEICO CORP 12,361 54,198
HOME DEPOT INC 14,556 18,021
HUMANA INC 19,780 21,059
IBERDROLA ADR 6,534 7,245
ICICI BK LTD ADS 954 2,098
IDEXX CORP 15,166 35,523
INFINEON TECH ADS 4,994 7,952
INT'L FLAVORS & FRAGRANCES INC 13,403 9,150
INVESCO QQQ TRUST 493,001 1,915,324
ISHARES MSCI EMERGING MARKETS 399,910 434,414
ISHARES TR DJ SEL DIVIDEND INX 253,267 381,668
ISHARES TRUST MSCI EAFE INDEX 516,386 659,688
JOHNSON & JOHNSON 167,045 254,546
JP MORGAN CHASE 34,405 77,736
JULIUS BAER GROUP LTD 8,436 7,793
KOMATSU LTD 17,017 16,640
L'AIR LIQUIDE ADR OTC 1,420 2,298
L'OREAL ADR 4,741 6,064
LENNAR CORP 29,836 57,529
LIBERTY GLOBAL PLC - SERIES C 54,884 44,307
LIBERTY LATIN AMERICA (FORMERL 4,830 1,277
LINDE PLC COM 1,765 2,875
LOWES COMPANIES INC 19,064 27,374
MAGNA INTERNATIONAL INC 38,706 50,159
MANULIFE FIN CORP 3,643 4,663
MARATHON PETROLEUM CORP 6,627 26,260
MEDPACE HOLDINGS, INC 21,136 28,814
MEDTRONIC PLC 18,306 15,652
MERCEDES-BENZ GROUP 10,715 9,620
METLIFE INC 12,644 20,368
MICHELIN CIE GEN UNSP/ADR 6,400 8,172
MICROSOFT CORP 78,586 572,708
MORGAN STANLEY 9,958 17,718
MOTOROLA SOLUTIONS INC 13,839 15,655
MUENCHENER RUECKVERS 5,916 11,735
NESTLE S.A 12,795 16,766
NETFLIX INC 14,445 18,501
NIKE INC-CL B 13,994 14,331
NIPPON TELEGRAPH & TELEPHONE C 15,767 17,792
NN GROUP N.V. 1,724 1,421
NOTORI HOLDINGS 2,406 1,870
NOVARTIS AG ADR 15,404 19,083
NOVO NORDISK A S 7,070 20,483
NOVOZYMES A/S UNSP/ADR 1,363 1,482
NVIDIA CORP 9,370 69,331
OIL CO LUKOIL PJSC SPON ADR RE 2,951 258
ORACLE CORP 8,303 15,920
PAYCOM SOFTWARE 12,149 23,980
PAYLOCITY CORP 12,803 11,375
PEPSICO INC 3,814 4,756
PFIZER INC 141,764 125,755
PG & E CORP 21,956 36,294
PHILIP MORRIS INTL 22,130 25,590
PIMCO ALL ASSET CLASS A 100,000 88,819
PING AN INSURANCE GROUP ADR 2,437 974
POWER CORPORATION OF CANADA 42,273 55,514
PRIVIA HEALTH GROUP INC 20,577 18,954
PROCTER GAMBLE CO 6,819 7,474
PT TELEKOM. IND. TBK ADR 1,871 2,164
QUALCOMM INC 25,150 30,228
QURATE RETAIL INC QVC GROUP 18,435 1,523
RAYTHEON TECHNOLOGIES CORP 37,446 44,174
RECKITT BENCKISER GROUP 11,556 8,629
RIO TINTO PLC SPONSORED ADR 13,632 13,105
RITCHIE BROS AUCTIONEERS 16,349 36,790
ROCHE HOLDING LTD ADR 29,941 27,897
ROLLINS INC 13,001 40,700
S&P GLOBAL INC COM 11,920 42,290
SALESFORCE.COM 14,909 48,418
SANOFI-AVENTIS SPONSORED ADR 9,077 9,150
SAP AKTIENGESELL ADS 4,282 5,411
SCHNEIDER ELEC UNSP/ADR 2,357 4,144
SERVICE NOW 17,610 44,509
SHELL ADR EACH REPRESENTING 2 12,496 14,608
SHIMANO INC UNSP ADR EACH REPR 1,441 1,388
SHIONOGI & CO LTD 2,261 1,963
SHISEIDO CO LTD 1,732 1,111
SIEMENS AG 13,333 18,989
SMURFIT KAPPA 6,855 6,809
SOFTBANK ADR 15,032 15,309
SONIC HEALTHCARE LTD SHS 7,015 7,961
SONOVA HOLDING AG AD 1,221 1,960
SONY GROUP CORP 4,151 4,356
SOUTHWEST AIRLINES 26,659 18,714
SPDR BARCLAYS CAPITAL 1-3 MONT 201,552 201,149
SPDR DOW JONES INDUSTRIAL AVER 215,505 450,360
SPDR GOLD SHARES 383,172 640,419
SPDR S&P 500 ETF TRUST 642,951 1,509,108
STARBUCKS CORP COM 26,498 37,156
SVENSKA HANDELSBK UNS ADR 573 545
SYMRISE AG UNSPONSORED 2,143 2,503
SYSMEX CORP UNSP ASDR 2,386 1,444
TAIWAN SEMICONDUCTOR MFG CO LT 6,545 7,072
TECHNIPFMC PLC 10,037 24,390
TEMPLETON DRAGON FUND 106,856 35,948
TEMPLETON GLOBAL BOND FUND - C 183,562 112,376
TENCENT HOLDINGS LIMITED 2,628 1,965
TERADATA CORPORATION 16,634 20,058
TESCO PLC S ADR 1,380 1,440
THE COCA-COLA CO 2,638 3,241
THE ENSIGN GROUP, INC 16,209 20,310
THE TRADE DESK INC 23,221 19,645
THOR INDS INC 27,402 41,861
TOKIO MARINE HOLDINGS INC 11,246 15,500
TOKYO ELECTRON LTD 8,293 13,237
TOTALENERGIES SE 6,462 9,568
TOYOTA MTR CORP 10,960 14,120
TYLER TECHNOLOGIES, INC 23,269 44,321
UNICHARM CORP - SPN ADR 2,557 2,276
UNILEVER PLC AMER 20,402 18,228
UNITED OVRSEAS BK LTD ADR 11,512 14,585
UNITEDHEALTH GROUP INC 11,582 42,118
UPM KYMMENE CORP 6,626 8,741
VEEVA SYSTEMS INC 15,278 40,622
VEOLIA ENVIRONN ADS 8,306 9,943
VERALTO CORPORATION 2,547 4,360
VERISK ANALYTICS, INC 10,861 29,619
VERIZON COMMUNICATIONS 235,879 204,711
VIATRIS ORD SHS 13,546 12,227
VISA INC 21,082 38,792
VODAFONE GROUP PLC 65,753 36,305
VOLVO AS-A ADR 6,451 7,472
WAL-MART STORES INC 9,191 11,193
WALT DISNEY HOLDINGS CO 28,430 22,031
WELLS FARGO & CO 16,035 29,581
WEST PHARMA SVCS INC 14,422 49,649
WILLIAMS COS 16,502 26,575
WOODSIDE ENERGY GROUP 9,539 7,909
WORKIVA INC 21,708 24,672
XINYI GLASS HLDG ADR 3,477 1,553
XP INC CL A 1,904 1,668
YANDEX N V 876 436
ZOOMINFO TECHNOLOGIES ORD SHS 18,498 8,394
ZURICH INS GROU ADR 8,160 15,006

TY 2023 InvestmentsGovtObligationsSch
Name:
Henry L Kimelman Family Foundation
EIN:
66-6012547
US Government Securities - End of Year Book Value:

347,635
US Government Securities - End of Year Fair Market Value:

342,401
State & Local Government Securities - End of Year Book Value:


101,423
State & Local Government Securities - End of Year Fair Market Value:


101,136


TY 2023 InvestmentsOtherSchedule2
Name:
Henry L Kimelman Family Foundation
EIN:
66-6012547
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ADVANTAGE ADVISERS XANTHUS FUN   547,526 839,378
AXA EQUITABLE LIFE INSURANCE -   589,510 586,510
BRIGHTHOUSE LIFE INSURANCE - A   143,159 136,670
IRONWOOD MULTI-STRATEGY FUND   238,000 497,580
KL SPECIAL OPPORTUNITIES FUND,   635,000 1,126,358
TECUMSEH MILL ASSOCIATES   21,605 21,000

TY 2023 OtherExpensesSchedule
Name:
Henry L Kimelman Family Foundation
EIN:
66-6012547
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 58,484     58,484
Bank Charges 1,454 1,454    
K-1 Exp ADVANTAGE ADVISERS XAN 10,433 10,431    
K-1 Exp TECUMSEH MILL ASSOCIAT 142 142    
POSTAGE/DELIVERY FEES 35 35    


TY 2023 OtherIncomeSchedule2
Name:
Henry L Kimelman Family Foundation
EIN:
66-6012547
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 Inc/Loss ADVANTAGE ADVISERS XANTHUS FUND, LLC -14,358 -14,355  
K-1 Inc/Loss TECUMSEH MILL ASSOCIATES 5,319 5,319  
Net Annuity Income 93,611 93,611  
INCOME FROM IRONWOOD MULTI-STRATEGY FUND 18,423 18,423  


TY 2023 OtherProfessionalFeesSchedule
Name:
Henry L Kimelman Family Foundation
EIN:
66-6012547
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 89,586 89,586    
Philanthropic Consulting Srvcs 38,000     38,000


TY 2023 TaxesSchedule
Name:
Henry L Kimelman Family Foundation
EIN:
66-6012547
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2023 15,300      
990-PF Extension for 2022 4,600      
Foreign Tax Paid 6,153 6,153    
STATE TAX WITHHELD BY PTSHP 312 312