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
BARON FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)767 FIFTH AVENUE 49TH FL
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10153
A Employer identification number

14-2004657
B Telephone number (see instructions)

(212) 583-2010
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$140,241,102J 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) 7,642,789
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 4,974 4,974  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 34,704
b Gross sales price for all assets on line 6a 34,704
7 Capital gain net income (from Part IV, line 2)... 34,704
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 7,682,467 39,678 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
22,758 11,379 0 11,379
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
20 20 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,620 120 0 1,500
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 24,398 11,519 0 12,879
25 Contributions, gifts, grants paid....... 5,603,714 5,603,714
26 Total expenses and disbursements. Add lines 24 and 25 5,628,112 11,519 0 5,616,593
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,054,355
b Net investment income (if negative, enter -0-) 28,159
c Adjusted net income (if negative, enter -0-)... 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............. 590,381 2,515,129 2,515,129
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 43,591,012 Click to see attachment
List of Attached Documents:
// Content
43,630,619 		137,725,973
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) 44,181,393 46,145,748 140,241,102
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........ 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 44,181,393 46,145,748
29 Total net assets or fund balances (see instructions)..... 44,181,393 46,145,748
30 Total liabilities and net assets/fund balances (see instructions). 44,181,393 46,145,748
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
44,181,393
2
Enter amount from Part I, line 27a .....................
2
2,054,355
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
46,235,748
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
90,000
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
46,145,748
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 LONG TERM CAPITAL GAIN DISTRIBUTIONS P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 34,704     34,704
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       34,704
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 34,704
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 0
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) 1 391
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........................... 3 391
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- ..... 5 391
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 20,429
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 20,429
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 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 20,038
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow20,038 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 arrowNY
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
Yes
 
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 arrowRONALD BARON Telephone no.right arrow (212) 583-2010

Located atright arrowC/O BARON CAPITAL GROUP 767 FIFTHAVENEW YORKNY ZIP+4right arrow10153
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
RONALD BARON TRUSTEE
2.00 		0 0 0
767 FIFTH AVENUE 49TH FL
NEW YORK,NY10153
MICHAEL R BARON TRUSTEE
2.00 		0 0 0
767 FIFTH AVENUE 49TH FL
NEW YORK,NY10153
DAVID R BARON TRUSTEE
2.00 		0 0 0
767 FIFTH AVENUE 49TH FL
NEW YORK,NY10153
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
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
0
b
Average of monthly cash balances.......................
1b
264,882
c
Fair market value of all other assets (see instructions)................
1c
116,918,430
d
Total (add lines 1a, b, and c).........................
1d
117,183,312
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
117,183,312
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,757,750
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
115,425,562
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
5,771,278
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
5,771,278
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
391
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
391
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
5,770,887
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
5,770,887
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
5,770,887
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
5,616,593
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
5,616,593
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 5,770,887
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 324,032
b From 2019...... 22,913
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 346,945
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 5,616,593
a Applied to 2022, but not more than line 2a 0
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..... 5,616,593
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 154,294 154,294
(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 5 192,651
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 .......... 		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) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		169,738
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		22,913
10 Analysis of line 9:
a Excess from 2019.... 22,913
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

AFMDA

20 W36TH STREET SUITE 1100
NEW YORK,NY10018 		NONE PC GENERAL SUPPORT 2,000

ALZHEIMERS DRUG DISCOVERY FOUNDATION

57 WEST 57TH STREET SUITE 904
NEW YORK,NY10019 		NONE PC GENERAL SUPPORT 25,000

AMERICAN FRIENDS OF ISRAEL MUSEUM

545 FIFTH AVENUE SUITE 920
NEW YORK,NY10017 		NONE PC GENERAL SUPPORT 5,500

AMERICAN FRIENDS OF ISRAELI NAVY SEALS

138 W 133RD STREET
NEW YORK,NY10030 		NONE PC GENERAL SUPPORT 100,000

AMERICAN FRIENDS OF LIBI

2001 BEACON STREET SUITE 107
BRIGHTON,MA02135 		NONE PC GENERAL SUPPORT 125,000

BAY AREA CRISIS NURSERY

1506 MENDOCINO DR
CONCORD,CA94521 		NONE PC GENERAL SUPPORT 1,000

BIG BROTHERS BIG SISTERS OF AMERICA

2502 N ROCKY POINT DRIVE SUITE 550
TAMPA,FL33607 		NONE PC GENERAL SUPPORT 360

BOSTON CHILDREN'S HOSPITAL- CARDIAC VALVE RESARCH CENTER FUND

401 PARK DRIVE SUITE 602
BOSTON,MA02215 		NONE PC GENERAL SUPPORT 1,000

BOYS & GIRLS CLUB OF AMERICA

3 W 35TH ST
NEW YORK,NY10001 		NONE PC GENERAL SUPPORT 730

BRITHRIGHT ISRAEL FOUNDATION

PO BOX 21615
NEW YORK,NY10087 		NONE PC GENERAL SUPPORT 25,000

BRONX HIGH SCHOOL OF SCIENCE

75 BRONX SCIENCE BLVD
BRONX,NY10468 		NONE PC GENERAL SUPPORT 20,000

BUCKNELL UNIVERSITY

ONE DENT DR
LEWISBURG,PA17837 		NONE PC GENERAL SUPPORT 10,000

CENTRAL SYNAGOGUE

123 E 55TH STREET
NEW YORK,NY10022 		NONE PC GENERAL SUPPORT 264,200

CHILD MIND INSTITUTE

215 EAST 50TH STREET
NEW YORK,NY10022 		NONE PC GENERAL SUPPORT 1,000

CHILD MIND INSTITUTE

101 EAST 56TH STREET
NEW YORK,NY10022 		NONE PC GENERAL SUPPORT 2,500

CHILDREN'S MUSEUM OF MANHATTAN

212 WEST 83RD STREET
NEW YORK,NY10024 		NONE PC GENERAL SUPPORT 2,500

CITYMEALS ON WHEELS

355 LEXINGTON AVE 3
NEW YORK,NY10017 		NONE PC GENERAL SUPPORT 1,260

COLUMBIA BUSINESS SCHOOL

665 W 130TH ST
NEW YORK,NY10027 		NONE PC GENERAL SUPPORT 1

COMMUNITY FOUNDATION FOR PALM BEACH AND MARTIN COUNTIES

700 SOUTH DIXIE HIGHWAY SUITE 200
WEST PALM BEACH,FL33401 		NONE PC GENERAL SUPPORT 1,800

CONNECTICUT COMMUNITY FOUNDATION INC

43 FIELD STREET
WATERBURY,CT06702 		NONE PC GENERAL SUPPORT 1,000

DUKE UNIVERSITY

1121 WEST MAIN STREET SUITE 1200
DURHAM,NC27701 		NONE PC GENERAL SUPPORT 10,000

EDUCATIONAL ALLIANCE INC

197 EAST BROADWAY
NEW YORK,NY10002 		NONE PC GENERAL SUPPORT 615,000

EMORY UNIVERSITY

201 DOWMAN DRIVE
ATLANTA,GA30322 		NONE PC GENERAL SUPPORT 10,000

FARE

7901 JONES BRANCH DRIVE SUITE 240
MCLEAN,VA22102 		NONE PC GENERAL SUPPORT 20,000

FASI

PO BOX 990692
BOSTON,MA02199 		NONE PC GENERAL SUPPORT 10,000

FIRST BOOK

1319 F ST NW SUITE 1000
WASHINGTON,DC20004 		NONE PC GENERAL SUPPORT 207

FRIENDS OF HUDSON RIVER PARK

353 WEST ST 2ND FLOOR
NEW YORK,NY10013 		NONE PC GENERAL SUPPORT 10,000

FRIENDS OF ISRAEL DEFENCE FORCES (FIDF)

PO BOX 4224
NEW YORK,NY10163 		NONE PC GENERAL SUPPORT 1,000

FRIENDS OF LONE SOLDIER

2291 ADAM CLAYTON POWELL AVENUE
NEW YORK,NY10030 		NONE PC GENERAL SUPPORT 25,000

FRIENDS OF THE ISRAEL DEFENSE FORCES

PO BOX 4224
NEW YORK,NY10163 		NONE PC GENERAL SUPPORT 500,000

FRIENDS OF UNITED HATZALAH INC

442 5TH AVE SUITE 1866
NEW YORK,NY10018 		NONE PC GENERAL SUPPORT 20,000

FRIENDSHIP CIRCLE NJ

10 MICROLAB ROAD
LIVINGSTON,NJ07039 		NONE PC GENERAL SUPPORT 1,000

GLOMERULAR KIDNEY DISEASE CENTER

HERBERT IRVING PAVILION 161 FORT
WASHINGTON AVE 202
NEW YORK,NY10032 		NONE PC GENERAL SUPPORT 5,000

GRASSROOTS GROCERY

1957 TURNBULL AVENUE
BRONX,NY10473 		NONE PC GENERAL SUPPORT 214

GUILD HALL

158 MAIN STREET
EAST HAMPTON,NY11937 		NONE PC GENERAL SUPPORT 200,000

HACK CLUB

8605 SANTA MONICA BLVD 86294
WEST HOLLYWOOD,CA90069 		NONE PC GENERAL SUPPORT 250,000

HOLY APOSTLES SOUP KITCHEN

296 9TH AVE
NEW YORK,NY10001 		NONE PC GENERAL SUPPORT 210

HORACE MANN

231 WEST 246TH STREET
BRONX,NY10471 		NONE PC GENERAL SUPPORT 35,000

HOSPITAL FOR SPECIAL SURGERY

535 EAST 70TH STREET
NEW YORK,NY10021 		NONE PC GENERAL SUPPORT 1,000

ICAHN SCHOOL OF MEDICINE

1 GUSTAVE L LEVY PLACE
NEW YORK,NY10029 		NONE PC GENERAL SUPPORT 45,000

JASA

247 WEST 37TH STREET
NEW YORK,NY10018 		NONE PC GENERAL SUPPORT 1,000

JAZZ AT LINCOLN CENTER

3 COLUMBUS CIRCLE SUITE 1200
NEW YORK,NY10019 		NONE PC GENERAL SUPPORT 5,000

JEWISH CENTER OF THE HAMPTONS

44 WOODS LANE
EAST HAMPTON,NY11937 		NONE PC GENERAL SUPPORT 23,000

JEWISH FEDERATION OF PALM BEACH COUNTY

1 HARVARD CIR 100
WEST PALM BEACH,FL33409 		NONE PC GENERAL SUPPORT 50,000

JEWISH FEDERATION OF SOUTHERN NEW JERSEY

1301 SPRINGDALE ROAD SUITE 200
CHERRY HILL,NJ08003 		NONE PC GENERAL SUPPORT 300

JOSHUA M FREEMAN FOUNDATION

31255 AMERICANA PARKWAY
SELBYVILLE,DE19975 		NONE PC GENERAL SUPPORT 1,000

JUVENILE DIABETES RESEARCH FOUNDATION

PO BOX 5021
HAGERSTOWN,MD21741 		NONE PC GENERAL SUPPORT 5,000

KINDNESS MATTERS

20423 SR 7 SUITE F6-268
BOCA RATON,FL33498 		NONE PC GENERAL SUPPORT 10,000

MAGEN DAVID ADOM

20 W 36TH STREET SUITE 1100
NEW YORK,NY10018 		NONE PC GENERAL SUPPORT 250,000

MARINE TOYS FOR TOTS FOUNDATION

18251 QUANTICO GATEWAY DR
TRIANGLE,VA22172 		NONE PC GENERAL SUPPORT 150

MAUI UNITED WAY

PO BOX 275
KAHULUI,HI96733 		NONE PC GENERAL SUPPORT 22,328

MEMORIAL SLOAN KETTERING

1275 YORK AVENUE
NEW YORK,NY10065 		NONE PC GENERAL SUPPORT 100,000

MJHS FOUNDATION

39 BROADWAY SUITE 300
NEW YORK,NY10006 		NONE PC GENERAL SUPPORT 11,000

MORSELIFE FOUNDATION

FOUNDATION CENTER 4920 LORING DR
WEST PALM BEACH,FL33417 		NONE PC GENERAL SUPPORT 250,000

MOUNT SINAI HEALTH SYSTEM CRYSTAL PARTY

ONE GUSTAVE L LEVY PLACE BOX 1049
NEW YORK,NY10029 		NONE PC GENERAL SUPPORT 15,000

MUSEUM OF JEWISH HERITAGE

36 BATTERY PLACE
NEW YORK,NY10280 		NONE PC GENERAL SUPPORT 25,000

MVP BASKETBALL CAMP

75 SOUTH BROADWAY - SUITE 453
WHITE PLAINS,NY10601 		NONE PC GENERAL SUPPORT 400

MY CHILD'S CANCER INC

437 MADISON AVE
NEW YORK,NY10022 		NONE PC GENERAL SUPPORT 200

NEW YORK JUNIOR TENNIS & LEARNING (NYJTL)

36-36 33RD ST SUITE 504
LONG ISLAND CITY,NY11106 		NONE PC GENERAL SUPPORT 10,000

NEW YORK-PRESBYTERIAN HOSPITAL

850 THIRD AVENUE 12TH FLOOR
NEW YORK,NY10022 		NONE PC GENERAL SUPPORT 5,000

NORTHWELL HOSPITAL FOUNDATION

NORTHWELL HEALTH FOUNDATION 2000
MARCUS AVENUE
NEW HYDE PARK,NY11042 		NONE PC GENERAL SUPPORT 10,000

NORTON MUSEUM OF ART

1450 S DIXIE HWY
WEST PALM BEACH,FL33401 		NONE PC GENERAL SUPPORT 15,000

NYRR TEAM FOR KIDS

320 WEST 57TH STREET
NEW YORK,NY10019 		NONE PC GENERAL SUPPORT 2,000

OUTREACH360

7954 W FETLOCK TRAIL
PEORIA,AZ85383 		NONE PC GENERAL SUPPORT 100

PALM BEACH POLICE AND FIRE DEPARTMENT

139 N COUNTY RD 26
PALM BEACH,FL33480 		NONE PC GENERAL SUPPORT 5,000

PREVENT CHILD ABUSE- NJ CHAPTER

103 CHURCH STREET SUITE 210
NEW BRUNSWICK,NJ08901 		NONE PC GENERAL SUPPORT 200

PROSTATE CANCER FOUNDATION

1250 FOURTH STREET
SANTA MONICA,CA90401 		NONE PC GENERAL SUPPORT 25,000

REUT USA

21650 OXNARD ST SUITE 2350
WOODLAND HILLS,CA91367 		NONE PC GENERAL SUPPORT 25,000

RISING TREETOPS AT OAKHURST

1140 BROADWAY RM 507
NEW YORK,NY10001 		NONE PC GENERAL SUPPORT 500

SANITATION FOUNDATION

125 WORTH STREET FL 7 ROOM 723
NEW YORK,NY10013 		NONE PC GENERAL SUPPORT 25,000

SCHNEIDER CHILDREN'S MEDICAL CENTER

1345 AVENUE OF THE AMERICAS 2ND
FLOOR
NEW YORK,NY10105 		NONE PC GENERAL SUPPORT 1,000

SIBS PLACE

510 MERRICK ROAD
ROCKVILLE CENTRE,NY11570 		NONE PC GENERAL SUPPORT 1,000

SOUTH FORK BAKERY

3333 NOYACK RD
SAG HARBOR,NY11963 		NONE PC GENERAL SUPPORT 5,000

SOUTH FORK NATURAL HISTORY MUSEUM

377 BRIDGEHAMPTON-SAG HARBOR
TURNPIKE
BRIDGEHAMPTON,NY11932 		NONE PC GENERAL SUPPORT 5,000

SOUTHAMPTON HOSPITAL FOUNDATION

240 MEETING HOUSE LANE
SOUTHAMPTON,NY11968 		NONE PC GENERAL SUPPORT 250,000

ST JUDE CHILDREN'S RESEARCH HOSPITAL

501 ST JUDE PLACE
MEMPHIS,TN38105 		NONE PC GENERAL SUPPORT 103,328

STEPHEN GAYNOR

148 W 90TH ST
NEW YORK,NY10024 		NONE PC GENERAL SUPPORT 425,000

THE BOWERY MISSION

90 LAFAYETTE STREET 6TH FLOOR
NEW YORK,NY10013 		NONE PC GENERAL SUPPORT 600

THE CHELSEA SHUL

236 WEST 23RD STREET
NEW YORK,NY10011 		NONE PC GENERAL SUPPORT 10,000

THE CLEAR FUND (KNOWN AS GIVEWELL)

1714 FRANKLIN STREET 100335
OAKLAND,CA94612 		NONE PC GENERAL SUPPORT 1,000

THE FELIX ORGANIZATION

43 OYSTER BAY ROAD
LOCUST VALLEY,NY11560 		NONE PC GENERAL SUPPORT 100

THE GUGGENHEIN MUSEUM

1071 FIFTH AVENUE
NEW YORK,NY10128 		NONE PC GENERAL SUPPORT 5,000

THE WEITZMAN

101 SOUTH INDEPENDENCE MALL EAST
PHILADELPHIA,PA19106 		NONE PC GENERAL SUPPORT 10,000

TREVOR DAY SCHOOL

312 E 95TH ST
NEW YORK,NY10128 		NONE PC GENERAL SUPPORT 25,000

UJA

130 EAST 59TH STREET
NEW YORK,NY10022 		NONE PC GENERAL SUPPORT 1,031,000

UNIVERSITY OF PENNSYLVANIA

VANCE HALL
PHILADELPHIA,PA19104 		NONE PC GENERAL SUPPORT 1

WEILL CORNELL MEDICAL COLLEGE

1300 YORK AVENUE ROOM F-113
NEW YORK,NY10065 		NONE PC GENERAL SUPPORT 290,025

WORLD TRADE CENTER PERFORMING ARTS CENTER

50 CHURCH STREET
NEW YORK,NY10007 		NONE PC GENERAL SUPPORT 200,000
Total .................................right arrow 3a 5,603,714
bApproved for future payment

MORSELIFE FOUNDATION
4847 DAVID S MACK DRIVE
WEST PALM BEACH,FL33417 		NONE PC GENERAL SUPPORT 500,000

STEPHEN GAYNOR SCHOOL
148 W 90TH STREET
NEW YORK,NY10024 		NONE PC GENERAL SUPPORT 200,000

EDUCATIONAL ALLIANCE
197 EAST BROADWAY
NEW YORK,NY10002 		NONE PC GENERAL SUPPORT 600,000

WORLD TRADE CENTER PERFORMING ARTS CENTER
ONE LIBERTY PLAZA 29TH FL
NEW YORK,NY10006 		NONE PC GENERAL SUPPORT 400,000

GUILD HALL
158 MAIN STREET
EAST HAMPTON,NY11937 		NONE PC GENERAL SUPPORT 400,000

ST JUDES CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACE
MEMPHIS,TN38105 		NONE PC GENERAL SUPPORT 200,000

FOOD ALLERGY RESEARCH & EDUCATION
7901 JONES BRANCH DRIVE SUITE 240
MCLEAN,VA22102 		NONE PC GENERAL SUPPORT 60,000

ICAHN SCHOOL OF MEDICINE
5 E 98TH ST 10TH FLOOR
NEW YORK,NY10029 		NONE PC GENERAL SUPPORT 30,000

WEILL CORNELL MEDICAL COLLEGE
1300 YORK AVENUE ROOM F-113
NEW YORK,NY10065 		NONE PC GENERAL SUPPORT 400,000

BRONX HIGH SCHOOL OF SCIENCE FOUNDATION
75 BRONX SCIENCE BOULEVARD
BRONX,NY10468 		NONE PC GENERAL SUPPORT 130,000
Total ................................. right arrow 3b 2,920,000
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 4,974  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 34,704  
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 39,678 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
39,678
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


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

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

14-2004657
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
BARON FAMILY FOUNDATION
  		Employer identification number
14-2004657
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
BAMCO INC
 
767 FIFTH AVE 49TH FL
 
NEW YORK, NY10153

$ 5,023,042


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
BARON FAMILY 2014 CLAT
 
767 FIFTH AVE 49TH FL
 
NEW YORK, NY10153

$ 1,797,120


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
BARON FAMILY 2015 CLAT
 
767 FIFTH AVE 49TH FL
 
NEW YORK, NY10153

$ 449,280


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
BARON FAMILY 2017 CLAT
 
767 FIFTH AVE 49TH FL
 
NEW YORK, NY10153

$ 152,320


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
BARON FAMILY 2017 CLAT #2
 
767 FIFTH AVE 49TH FL
 
NEW YORK, NY10153

$ 38,080


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
BARON FAMILY 2018 CLAT
 
767 FIFTH AVE 49TH FL
 
NEW YORK, NY10153

$ 94,105


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
BARON FAMILY FOUNDATION
  		Employer identification number
14-2004657
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
7
BARON FAMILY 2019 CLAT
 
767 FIFTH AVE 49TH FL
 
NEW YORK, NY10153

$ 34,061


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
8
BARON FAMILY 2020 CLAT
 
767 FIFTH AVE 49TH FL
 
NEW YORK, NY10153

$ 20,272


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
9
BARON FAMILY 2021 CLAT
 
767 FIFTH AVE 49TH FL
 
NEW YORK, NY10153

$ 24,066


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
10
BARON FAMILY 2022 CLAT
 
767 FIFTH AVE 49TH FL
 
NEW YORK, NY10153

$ 10,080


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
BARON FAMILY FOUNDATION
  		Employer identification number

14-2004657
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
BARON FAMILY FOUNDATION
  		Employer identification number

14-2004657
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
BARON FAMILY FOUNDATION
EIN:
14-2004657
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EISNER ADVISORY GROUP LLC 22,758 11,379 0 11,379

TY 2023 GeneralExplanationAttachment
Name:
BARON FAMILY FOUNDATION
EIN:
14-2004657
Identifier Return Reference Explanation
INFORMATION OF THE CONTROLLED ENTITY FORM 990PF, PART VI-A, LINE 11 NAME OF THE CONTROLLED ENTITY: BARON USA PARTNERS FUND LTDEIN: FOREIGN CORPORATIONADDRESS: C/O BARON CAPITAL MANAGEMENT 767 FIFTH AVE, 49FL NEW YORK, NY, 10153THERE WERE NO TRANSFERS TO OR FROM THIS CONTROLLED ENTITY DURING 2023.THIS ENTITY IS NOT AN EXCESS BUSINESS HOLDING.

TY 2023 InvestmentsOtherSchedule2
Name:
BARON FAMILY FOUNDATION
EIN:
14-2004657
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
INVESTMENT IN BARON USA PARTNERS FUND, LTD. AT COST 20,928,533 85,396,318
INVESTMENT IN BARON FIFTH AVENUE GROWTH FUND AT COST 457,717 1,358,212
INVESTMENT IN BARON FOCUSED GROWTH FUND AT COST 11,361,459 22,725,288
INVESTMENT IN BARON REAL ESTATE FUND AT COST 636,004 1,048,052
INVESTMENT IN BARON GROWTH FUND AT COST 1,485,361 2,086,570
INVESTMENT IN BARON PARTNERS FUND AT COST 2,584,773 5,927,552
INVESTMENT IN BARON EMERGING MARKETS FUND AT COST 6,927 6,389
INVESTMENT IN BARON DISCOVERY FUND AT COST 58,178 54,713
INVESTMENT IN BARON WEALTHBUILDER FUND AT COST 1,111,807 1,160,419
INVESTMENT IN SPACE EXPLORATION TECH CORP AT COST 4,999,860 17,962,460

TY 2023 OtherDecreasesSchedule
Name:
BARON FAMILY FOUNDATION
EIN:
14-2004657
Description Amount
PRIOR PERIOD ADJUSTMENT 90,000


TY 2023 OtherExpensesSchedule
Name:
BARON FAMILY FOUNDATION
EIN:
14-2004657
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
NY FILING FEE 1,500 0 0 1,500
BANK FEE 120 120 0 0


TY 2023 TaxesSchedule
Name:
BARON FAMILY FOUNDATION
EIN:
14-2004657
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 20 20 0 0