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
The Tijori 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

47-2454018
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$38,933,267J 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) 7,953,164
2 Check right arrow.............
3 Interest on savings and temporary cash investments 2,217 2,217  
4 Dividends and interest from securities... 1,196,844 1,196,844  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 482,675
b Gross sales price for all assets on line 6a 9,506,840
7 Capital gain net income (from Part IV, line 2)... 613,337
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........ 9,634,900 1,812,398  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 10,000     10,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
2,125 0 0 2,125
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
141,955 141,955    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
30,166 760    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 2,643     2,643
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
66,042     66,042
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 252,931 142,715 0 80,810
25 Contributions, gifts, grants paid....... 5,540,000 5,540,000
26 Total expenses and disbursements. Add lines 24 and 25 5,792,931 142,715 0 5,620,810
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,841,969
b Net investment income (if negative, enter -0-) 1,669,683
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......... 844,450 878,205 878,205
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)....... 26,196,791 Click to see attachment
List of Attached Documents:
// Content
26,980,717 		33,149,868
c Investments—corporate bonds (attach schedule)....... 2,069,223 Click to see attachment
List of Attached Documents:
// Content
5,088,920 		4,905,194
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 29,110,464 32,947,842 38,933,267
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) 4,591  
23 Total liabilities (add lines 17 through 22)......... 4,591 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 29,105,873 32,947,842
29 Total net assets or fund balances (see instructions)..... 29,105,873 32,947,842
30 Total liabilities and net assets/fund balances (see instructions). 29,110,464 32,947,842
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
29,105,873
2
Enter amount from Part I, line 27a .....................
2
3,841,969
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
32,947,842
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
32,947,842
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 9,506,840   8,893,503 613,337
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       613,337
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 2 613,337
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 23,209
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 23,209
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 23,209
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 19,900
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,900
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 23,800
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 591
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow591 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 arrowDE
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 instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
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 arrow55 WALLS DRIVE FL 3FairfieldCT ZIP+4right arrow06824
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Mary Rose Candol Dir, VP
6.25 		5,000 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Eliyahu Y Schulman Dir, Sec
1.0 		5,000 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Tiberio Schwartz Dir, Pres, Treas
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
 
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
THE DFS GROUP Investment MGMT 141,955
MACK CENTER IV S 61 PARAMUS RD
PARAMUS,NJ07652
Foundation Source Administrative 65,975
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
36,548,713
b
Average of monthly cash balances.......................
1b
569,830
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
37,118,543
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
37,118,543
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
556,778
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
36,561,765
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,828,088
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
1,828,088
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
23,209
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
23,209
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,804,879
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
1,804,879
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
1,804,879
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
5,620,810
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
5,620,810
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 1,804,879
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......  
d From 2021...... 21,261
e From 2022...... 5,511,675
f Total of lines 3a through e ........ 5,532,936
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 5,620,810
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..... 1,804,879
e Remaining amount distributed out of corpus 3,815,931
5 Excess distributions carryover applied to 2023.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 9,348,867
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 ...... 		9,348,867
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021.... 21,261
d Excess from 2022.... 5,511,675
e Excess from 2023.... 3,815,931
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

BEST FOOT FORWARD FOUNDATION INC

9080 KIMBERLY BLVD STE 10
BOCA RATON,FL33434 		N/A PC General & Unrestricted 40,000

BIG BROTHERS BIG SISTERS OF AMERICA

2502 N ROCKY POINT DR STE 100
TAMPA,FL33607 		N/A PC General & Unrestricted 15,000

CAMP SUNSHINE AT SEBAGO LAKE INC

35 ACADIA RD
CASCO,ME04015 		N/A PC General & Unrestricted 20,000

COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE I

PO BOX 1870
MERRIFIELD,VA22116 		N/A PC For AGAP SOCIAL ENTERPRISE PROJECT 500,000

COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE I

PO BOX 1870
MERRIFIELD,VA22116 		N/A PC NON-COMMUNICABLE DISEASES-Eastern Samar 350,000

COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE I

PO BOX 1870
MERRIFIELD,VA22116 		N/A PC Emergency Response to the Eastern Visayas Floods 130,000

COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE I

PO BOX 1870
MERRIFIELD,VA22116 		N/A PC Humanitarian Partnership Platform Emergency Response Fund 370,000

FIDELITY INVESTMENTS CHARITABLE GIFT FUND

PO BOX 770001
CINCINNATI,OH45277 		N/A PC General & Unrestricted 1,730,000

FIDELITY INVESTMENTS CHARITABLE GIFT FUND

PO BOX 770001
CINCINNATI,OH45277 		N/A PC GENERAL & UNRESTRICTED 270,000

FRESH AIR FUND

633 THIRD AVE
NEW YORK,NY10017 		N/A PC General & Unrestricted 10,000

HARLEM JUNIOR TENNIS AND EDUCATION PROGRAM INC

40 W 143RD ST
NEW YORK,NY10037 		N/A PC General & Unrestricted 15,000

PITCCH IN FOUNDATION INC

14 PENN PLZ STE 2000
NEW YORK,NY10122 		N/A PC General & Unrestricted 30,000

PRESBYTERIAN CHURCH AT TENAFLY

55 MAGNOLIA AVE
TENAFLY,NJ07670 		N/A PC Minister's charity fund 20,000

SHRINERS HOSPITALS FOR CHILDREN

2900 N ROCKY POINT DRIVE
TAMPA,FL33607 		N/A PC General & Unrestricted 20,000

ST JUDE CHILDRENS RESEARCH HOSPITAL INC

501 ST JUDE PL
MEMPHIS,TN38105 		N/A PC General & Unrestricted 20,000

VANGUARD CHARITABLE ENDOWMENT PROGRAM

2670 WARWICK AVE
WARWICK,RI02889 		N/A PC General & Unrestricted 750,000

VANGUARD CHARITABLE ENDOWMENT PROGRAM

2670 WARWICK AVE
WARWICK,RI02889 		N/A PC GENERAL & UNRESTRICTED 1,250,000
Total .................................right arrow 3a 5,540,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 2,217  
4 Dividends and interest from securities ....     14 1,196,844  
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 ............ 		    18 482,675  
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) ..   1,681,736  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,681,736
(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
The Tijori Foundation
 
Employer identification number

47-2454018
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
The Tijori Foundation
  		Employer identification number
47-2454018
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
Awad Estate of Kenneth Richard
485 Lexington Ave
 
New York, NY10017

$ 7,953,164


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

$  


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

$  


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

$  


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

$  


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

$  


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

47-2454018
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 VERIZON COMMUNICATIONS VZ, 775 sh. $ 29,196 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SCHLUMBERGER LTD SLB, 1866.2 sh. $ 86,657 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 THE COCA-COLA CO KO, 6820 sh. $ 435,355 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PFIZER INC PFE, 775 sh. $ 29,869 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 JP MORGAN CHASE JPM, 917.6 sh. $ 125,915 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 BP PLC SPONSORED ADR BP, 2325 sh. $ 86,537 2023-05-08
Schedule B (Form 990) (2023)
Name of organization
The Tijori Foundation
  		Employer identification number

47-2454018
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 AMGEN INC AMGN, 155 sh. $ 36,265 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 EXXON MOBIL CORP XOM, 466.24 sh. $ 51,289 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 NIKE INC-CL B NKE, 3487.5 sh. $ 442,328 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 JOHNSON & JOHNSON JNJ, 913.26 sh. $ 147,907 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 INTEL CORP INTC, 310 sh. $ 9,491 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 BANK OF AMERICA CORP BAC, 392.46 sh. $ 10,952 2023-05-08
Schedule B (Form 990) (2023)
Name of organization
The Tijori Foundation
  		Employer identification number

47-2454018
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 WELLS FARGO & CO WFC, 775 sh. $ 29,808 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 COMCAST CORP CMCSA, 155 sh. $ 6,282 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ALTRIA GROUP INC MO, 2863.16 sh. $ 133,638 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PEPSICO INC PEP, 171.74 sh. $ 33,202 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CHEVRON CORP CVX, 201.5 sh. $ 32,423 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CITIGROUP INC C, 332.32 sh. $ 15,523 2023-05-08
Schedule B (Form 990) (2023)
Name of organization
The Tijori Foundation
  		Employer identification number

47-2454018
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 DUKE ENERGY CO DUK, 48.98 sh. $ 4,850 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 WAL-MART STORES INC WMT, 279.62 sh. $ 42,504 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 INTERNATIONAL BUSINESS MACHINES IBM, 124 sh. $ 15,281 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 BOEING CO BA, 479.26 sh. $ 94,908 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CATERPILLAR INC CAT, 77.5 sh. $ 16,730 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MCDONALD'S CORP MCD, 1472.5 sh. $ 436,552 2023-05-08
Schedule B (Form 990) (2023)
Name of organization
The Tijori Foundation
  		Employer identification number

47-2454018
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 APPLIED MATERIALS INC AMAT, 868 sh. $ 100,914 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 TEXAS INSTRUMENTS INC TXN, 364.56 sh. $ 60,151 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 EMERSON ELECTRIC CO EMR, 3953.12 sh. $ 333,434 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 AT&T, INC T, 310 sh. $ 5,289 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 AMERICAN EXPRESS CO AXP, 207.08 sh. $ 31,842 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 DTE ENERGY CO COM DTE, 30.38 sh. $ 3,432 2023-05-08
Schedule B (Form 990) (2023)
Name of organization
The Tijori Foundation
  		Employer identification number

47-2454018
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CONSTELLATION ENERGY GROUP INC CEG, 102.92 sh. $ 8,127 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 BERKSHIRE HATHAWAY INC. CLASS B BRK-B, 650.38 sh. $ 213,481 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CVS CAREMARK CORP CVS, 665.26 sh. $ 46,589 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 NESTLE S.A NSRGY, 1115 sh. $ 145,814 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 EXELON CORPORATION EXC, 310 sh. $ 13,322 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 HALLIBURTON COMPANY HAL, 1385.08 sh. $ 42,091 2023-05-08
Schedule B (Form 990) (2023)
Name of organization
The Tijori Foundation
  		Employer identification number

47-2454018
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ISHARE SP SMALL CAP 600 INDEX FD IJR, 248 sh. $ 23,130 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 UNILEVER PLC AMER UL, 1218.3 sh. $ 67,549 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 APPLE INC AAPL, 4650 sh. $ 804,357 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ANHEUSER BUSCH COS INC BUD, 465 sh. $ 30,081 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ISHARES TR S & P MIDCAP 400 INDEX FD IJH, 155 sh. $ 38,011 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 TORONTO DOMINION TD, 310 sh. $ 19,288 2023-05-08
Schedule B (Form 990) (2023)
Name of organization
The Tijori Foundation
  		Employer identification number

47-2454018
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 OIL SVC HLDRS TR OIH, 226.92 sh. $ 60,130 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ROCHE HOLDING LTD ADR RHHBY, 1085 sh. $ 43,367 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PHILIP MORRIS INTL PM, 2638.72 sh. $ 251,892 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 VANGUARD DIVIDEND APPRECIATION ETF VIG, 620 sh. $ 96,745 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ISHARE DJ FIN SC INX IYF, 91.76 sh. $ 6,525 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 VANGUARD UTLTS ETF VPU, 1054 sh. $ 157,916 2023-05-08
Schedule B (Form 990) (2023)
Name of organization
The Tijori Foundation
  		Employer identification number

47-2454018
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 META PLATFORMS INC META, 434 sh. $ 101,098 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MONDELEZ INTERNATIONAL INC MDLZ, 390.6 sh. $ 30,305 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 FIRST TRUST VI FIRST TRUST NASDAQ TECHN TDIV, 930 sh. $ 48,844 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 HSBC HOLDINGS PLC HSBC, 3100 sh. $ 118,715 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 FIRST TRUST EUROPE ALPHADEX FUND FEP, 587.76 sh. $ 20,769 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 FIRST TRUST EXCHANGE TRADED FD IV HI YI HYLS, 3100 sh. $ 122,559 2023-05-08
Schedule B (Form 990) (2023)
Name of organization
The Tijori Foundation
  		Employer identification number

47-2454018
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 EATON VANCE SHORT DURATION GOVERNMENT I EILDX, 100489.322 sh. $ 748,645 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 FIRST TRUST SENIOR LOAN FUND FTSL, 4960 sh. $ 223,299 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 BANK AMER CORP - 3.500% - 04/19/2026 06051GFX2, 14000 sh. $ 13,510 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 WELLS FARGO & CO - 3.000% - 10/23/2026 949746SH5, 15000 sh. $ 14,046 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CSX CORP - 0.000% - 11/01/2026 126408HE6, 14000 sh. $ 13,206 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 BOEING CO - 0.026% - 10/30/2025 097023BP9, 14000 sh. $ 13,221 2023-05-08
Schedule B (Form 990) (2023)
Name of organization
The Tijori Foundation
  		Employer identification number

47-2454018
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 FIRST TRUST LOW DURATION OPPORTUNITIES LMBS, 9920 sh. $ 477,648 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 QUALCOMM INC - 3.250% - 05/20/2027 747525AU7, 14000 sh. $ 13,525 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 JOHN DEERE CAPITAL CORP - 2.650% - 06/2 24422ETT6, 15000 sh. $ 14,674 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CAPITAL ONE FINL CORP NOTE - 3.800% - 0 14040HBW4, 14000 sh. $ 12,871 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 LORD ABBETT ULTRA SHORT BOND I LUBYX, 78110.296 sh. $ 771,730 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CHURCH & DWIGHT - 3.150% - 08/01/2027 171340AN2, 14000 sh. $ 13,509 2023-05-08
Schedule B (Form 990) (2023)
Name of organization
The Tijori Foundation
  		Employer identification number

47-2454018
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 AMGEN INC - 2.600% - 08/19/2026 031162CJ7, 14000 sh. $ 13,164 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 RAYTHEON TECHNOLOGIES CORP RTX, 185.38 sh. $ 17,878 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 FEDEX CORP NOTE 3.40% 02/15/2028 - 3.40 31428XBP0, 14000 sh. $ 13,338 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MOLSON COORS BEVERAGE CO NOTE 3.00000% 60871RAG5, 14000 sh. $ 13,277 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 BANK NEW YORK MELLON CORP SER K MTN 3.3 06406YAA0, 15000 sh. $ 13,773 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CIGNA CORPORATION NOTE 3.05% 10/15/2027 125509BV0, 14000 sh. $ 13,199 2023-05-08
Schedule B (Form 990) (2023)
Name of organization
The Tijori Foundation
  		Employer identification number

47-2454018
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CAMPBELL SOUP CO NOTE 3.30% 03/19/2025 134429BA6, 14000 sh. $ 13,625 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CARDINAL HEALTH INC NOTE 3.079% 06/15/2 14149YBH0, 30000 sh. $ 29,278 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SEMPRA ENERGY NOTE 3.4% 02/01/2028 - 3. 816851BG3, 14000 sh. $ 13,129 2023-05-08
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 WARNER BROS. DISCOVERY, INC WBD, 74.4 sh. $ 980 2023-05-08
(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
The Tijori Foundation
  		Employer identification number

47-2454018
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


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TY 2023 DepreciationSchedule
Name:
The Tijori Foundation
EIN:
47-2454018
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:
The Tijori Foundation
EIN:
47-2454018
Name of Bond End of Year Book Value End of Year Fair Market Value
AMGEN INC - 2.600% - 08/19/202 94,837 84,602
AMRANT BK - 5.000% - 06/16/202 240,096 240,058
BANK AMER CORP - 3.500% - 04/1 97,815 86,642
BANK BARODA NEW YORK - 5.500% 239,880 240,572
BANK NEW YORK MELLON CORP SER 98,002 84,321
BANK OF AMERICA - 5.250% - 06/ 239,880 240,052
BK DALLAS - 4.950% - 10/17/202 100,000 99,825
BOEING CO - 0.026% - 10/30/202 88,135 85,139
CAMPBELL SOUP CO NOTE 3.30% 03 94,701 86,851
CAPITAL ONE - 4.500% - 05/17/2 239,875 237,530
CAPITAL ONE FINL CORP NOTE - 3 96,112 84,578
CARDINAL HEALTH INC NOTE 3.079 189,163 177,813
CHARLES SCHWAB BANK - 5.150% - 239,880 239,885
CHURCH & DWIGHT - 3.150% - 08/ 94,862 85,260
CIGNA CORPORATION NOTE 3.05% 1 91,745 84,456
CSX CORP - 0.000% - 11/01/2026 94,281 84,675
DISCOVER BK - 4.800% - 05/16/2 239,935 239,302
FEDEX CORP NOTE 3.40% 02/15/20 93,730 85,386
FRONTIER BK - 4.750% - 08/11/2 239,280 239,376
GOLDMAN SACHS - 5.050% - 02/23 239,904 239,907
JOHN DEERE CAPITAL CORP - 2.65 95,090 88,837
MOLSON COORS BEVERAGE CO NOTE 90,854 85,284
POPULAR BK NEW YORK - 5.300% - 239,520 241,750
QUALCOMM INC - 3.250% - 05/20/ 97,784 86,167
SALLIE MAE BANK - 5.050% - 08/ 239,875 240,353
SEMPRA ENERGY NOTE 3.4% 02/01/ 94,945 84,894
SOUTHERN FIRST BANK - 4.650% - 219,890 219,106
STATE BK INDIA NEW YORK NY - 5 239,280 241,035
US BANK - 2.800% - 01/27/2025 264,660 243,309
WELLS FARGO & CO - 3.000% - 10 95,668 85,480
WELLS FARGO BANK NATL ASSN CD 259,241 242,749

TY 2023 InvestmentsCorpStockSchedule
Name:
The Tijori Foundation
EIN:
47-2454018
Name of Stock End of Year Book Value End of Year Fair Market Value
ALTRIA GROUP INC 678,935 674,444
AMERICAN EXPRESS CO 128,062 226,681
AMGEN INC 210,952 260,658
APPLE INC 2,546,740 4,620,719
AT&T, INC 118,783 89,102
BERKSHIRE HATHAWAY INC. CLASS 667,033 1,141,312
BOEING CO 497,487 729,587
BP PLC SPONSORED ADR 347,368 480,555
CITIGROUP INC 98,254 99,794
EATON VANCE SHORT DURATION GOV 1,819,171 1,702,961
EMERSON ELECTRIC CO 1,286,841 1,946,600
FIRST TR ENHANCED SHORT MATURI 1,191,179 1,193,200
FIRST TRUST EXCHANGE TRADED FD 1,051,875 960,267
FIRST TRUST LOW DURATION OPPOR 2,498,125 2,412,134
FIRST TRUST SENIOR LOAN FUND 1,758,970 1,725,782
FIRST TRUST VI FIRST TRUST NAS 256,651 380,054
FT-PREFERRED SECUR & INC ETF 141,325 126,450
HALLIBURTON COMPANY 85,362 180,750
HSBC HOLDINGS PLC 476,015 733,774
ISHARE SP SMALL CAP 600 INDEX 125,531 189,221
ISHARES TR S & P MIDCAP 400 IN 141,447 208,971
JOHNSON & JOHNSON 704,091 770,064
JP MORGAN CHASE 359,822 571,196
JPMORGAN EQUITY PREMIUM INCO 152,960 137,450
MCDONALD'S CORP 1,711,896 2,512,033
NEXTERA ENERGY, INC 270,060 242,960
NIKE INC-CL B 2,046,117 2,115,704
PEPSICO INC 141,044 170,180
PHILIP MORRIS INTL 1,147,830 1,449,302
RAYTHEON TECHNOLOGIES CORP 109,730 141,776
TEXAS INSTRUMENTS INC 278,668 362,909
THE COCA-COLA CO 1,769,305 2,169,803
UNILEVER PLC AMER 278,376 240,849
VANGUARD DIVIDEND APPRECIATION 508,538 702,048
VANGUARD UTLTS ETF 811,317 829,822
VERIZON COMMUNICATIONS 231,190 170,593
WAL-MART STORES INC 203,921 257,442
WELLS FARGO & CO 129,746 222,721

TY 2023 LegalFeesSchedule
Name:
The Tijori Foundation
EIN:
47-2454018
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
General Consultations 2,125     2,125


TY 2023 OtherExpensesSchedule
Name:
The Tijori Foundation
EIN:
47-2454018
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 65,975     65,975
Postage/Delivery Service 42     42
State or Local Filing Fees 25     25


TY 2023 OtherProfessionalFeesSchedule
Name:
The Tijori Foundation
EIN:
47-2454018
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 141,955 141,955    


TY 2023 TaxesSchedule
Name:
The Tijori Foundation
EIN:
47-2454018
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2023 19,900      
990-PF Extension for 2022 9,506      
Foreign Tax Paid 760 760