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 TAFT FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)530 FIFTH AVENUE 9TH FL SUITE 805
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10036
A Employer identification number

20-1232852
B Telephone number (see instructions)

(347) 871-4131
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$220,938,159J Accounting method:
MODIFIED CASH
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 181,665 181,665  
4 Dividends and interest from securities... 5,475,430 5,506,135  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,932,154
b Gross sales price for all assets on line 6a 81,376,074
7 Capital gain net income (from Part IV, line 2)... 3,984,144
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
110 76,626  
12 Total. Add lines 1 through 11........ 9,589,359 9,748,570  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 366,411 0   366,411
14 Other employee salaries and wages...... 320,723 0   320,723
15 Pension plans, employee benefits....... 139,855 0   139,855
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
4,773 0   4,773
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
59,250 0   57,250
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
725,831 626,843   98,988
17 Interest...............   26    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
112,350 3,410   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 175,199 0   175,199
21 Travel, conferences, and meetings....... 19,903 0   19,903
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
65,432 8,631   65,210
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,989,727 638,910   1,248,312
25 Contributions, gifts, grants paid....... 11,358,437 11,358,437
26 Total expenses and disbursements. Add lines 24 and 25 13,348,164 638,910   12,606,749
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,758,805
b Net investment income (if negative, enter -0-) 9,109,660
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............. 379,483 829,747 829,747
2 Savings and temporary cash investments......... 9,655,557 5,145,835 5,145,835
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) 897,154 Click to see attachment
List of Attached Documents:
// Content
497,289 		497,289
b Investments—corporate stock (attach schedule)....... 53,759,590 Click to see attachment
List of Attached Documents:
// Content
65,324,870 		65,324,870
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).......... 134,889,317 Click to see attachment
List of Attached Documents:
// Content
149,140,418 		149,140,418
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) 199,581,101 220,938,159 220,938,159
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
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........... 199,581,101 220,938,159
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 199,581,101 220,938,159
30 Total liabilities and net assets/fund balances (see instructions). 199,581,101 220,938,159
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
199,581,101
2
Enter amount from Part I, line 27a .....................
2
-3,758,805
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
25,115,863
4
Add lines 1, 2, and 3 ..........................
4
220,938,159
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
220,938,159
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 P    
b THRU OCA CMTG, LLC K-1 P    
c THRU OCA ESGS LLC K-1 P    
d THRU OCA AKO EUROPEAN LONG-ONLY LLC K-1 P    
e THRU JANUS HENDERSON EUROPEAN BEST IDEAS FUND LLC K-1 P    
THRU ENTERPRISE PRODUCTS PARTNERS LP K-1 P    
THRU FOSS HOLDINGS, LLC P    
CAPITAL GAINS DIVIDENDS P    
(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 81,152,839   77,488,404 3,664,435
b       90
c       24,736
d       5,433
e       22,310
      -579
      44,484
223,235     223,235
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       3,664,435
b       90
c       24,736
d       5,433
e       22,310
      -579
      44,484
      223,235
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 3,984,144
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) 1 126,624
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........................... 3 126,624
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- ..... 5 126,624
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 146,510
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 60,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 206,510
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 79,886
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow79,886 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
 
No
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowFL, DE, NY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowTHETAFTFOUNDATION.ORG
14
The books are in care ofright arrowTHE TAFT FOUNDATION Telephone no.right arrow (347) 871-4131

Located atright arrow530 FIFTH AVENUE 9TH FL SUITE 805NEW YORKNY ZIP+4right arrow10036
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)
Yes
 
(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)
Yes
 
(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
 
No
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
HOWARD ROTHMAN PRESIDENT, BOARD CHAIR, DIR.
15.00 		94,500 2,700 0
530 FIFTH AVENUE 9TH FLOOR SUITE
805
NEW YORK,NY10036
PHOEBE BOYER VICE PRESIDENT, SECRETARY, DIR.
1.00 		0 0 0
530 FIFTH AVENUE 9TH FLOOR SUITE
805
NEW YORK,NY10036
WILLIAM RUPP VICE PRESIDENT, TREASURER, DIR.
1.00 		0 0 0
530 FIFTH AVENUE 9TH FLOOR SUITE
805
NEW YORK,NY10036
JOAN ROTHMAN DIRECTOR
4.00 		0 0 0
530 FIFTH AVENUE 9TH FLOOR SUITE
805
NEW YORK,NY10036
NINA BERSHADKER EXECUTIVE DIRECTOR
40.00 		271,911 12,765 0
530 FIFTH AVENUE 9TH FLOOR SUITE
805
NEW YORK,NY10036
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
DEENA SCHAFFER SENIOR PROGRAM OFFIC
40.00 		130,057 5,881 0
530 FIFTH AVE 9TH FLOOR SUITE 805
NEW YORK,NY10036
ERIN GONZALEZ PROGRAM OFFICER
40.00 		100,401 4,506 0
530 FIFTH AVE 9TH FLOOR SUITE 805
NEW YORK,NY10036
ZINA THOMPKINS PROGRAM ASSOCIATE
40.00 		71,088 3,133 0
530 FIFTH AVE 9TH FLOOR SUITE 805
NEW YORK,NY10036
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
JPMORGAN CHASE BANK INVESTMENT MANAGEMENT 440,705
270 PARK AVENUE
NEW YORK,NY10017
MCKINNON WRIGHT WEALTH MANAGEMENT INVESTMENT MANAGEMENT 93,135
500 W CYPRESS CREEK ROAD SUITE 680
FORT LAUDERDALE,FL33309
OFFIT CAPITAL ADVISORS LLC INVESTMENT MANAGEMENT 90,650
485 LEXINGTON AVENUE 24TH FLOOR
NEW YORK,NY10017
IMPACT PARTNERS LLC GRANTMAKING CONSULTING 59,032
6365 NW 77TH PLACE
PARKLAND,FL33067
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
200,054,830
b
Average of monthly cash balances.......................
1b
9,718,237
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
209,773,067
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
209,773,067
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
3,146,596
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
206,626,471
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
10,331,324
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
10,331,324
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
126,624
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
126,624
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
10,204,700
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
10,204,700
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
10,204,700
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
12,606,749
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
12,606,749
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 10,204,700
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......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022...... 1,765,617
f Total of lines 3a through e ........ 1,765,617
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 12,606,749
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..... 10,204,700
e Remaining amount distributed out of corpus 2,402,049
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 4,167,666
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) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		4,167,666
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022.... 1,765,617
e Excess from 2023.... 2,402,049
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

ACTIONPLAY

417 MYRTLE AVE SUITE 39
BROOKLYN,NY11205 		  PC GENERAL OPERATING SUPPORT 5,000

ARC BROWARD INC

10250 NW 53RD ST
SUNRISE,FL33351 		  PC TRANSITION AND EMPLOYMENT PROGRAMS, INFRASTRUCTURE IMPROVMENTS AND STAFF RETENTION EFFORTS 450,000

ARTS4ALL FLORIDA-PALM BEACH COUNTY

2728 LAKE WORTH ROAD
LAKE WORTH,FL33461 		  PC GENERAL OPERATING SUPPORT 4,000

ASSISTANCE LEAGUE OF GREATER WILMINGTON

420 EASTWOOD ROAD UNITE 107
WILMINGTON,NC28403 		  PC GENERAL OPERATING SUPPORT 5,000

AZUL FASHION ART & DESIGN INC

2635 OLD OKEECHOBEE RD
WEST PALM BEACH,FL33409 		  PC GENERAL OPERATING SUPPORT 6,000

BEST BUDDIES FLORIDA

105 E ROBINSON STREET SUITE 540
ORLANDO,FL32801 		  PC JOBS AND TRANSITION PROGRAM IN SOUTH FLORIDA (BROWARD, MIAMI-DADE, AND PALM BEACH COUNTIES) 150,000

BEST BUDDIES NEW YORK

1133 AVENUE OF THE AMERICAS SUITE
3110
NEW YORK,NY10036 		  PC PRE-ETS PROGRAM SND JOBS PROGRAM IN NYC 175,000

BETTER DAYS RESCUE FUND INC

PO BOX 116
ROXBURY,CT06783 		  PC GENERAL OPERATING SUPPORT 3,500

BOWERY RESIDENTS COMMITTEE

131 WEST 25TH STREET 12TH FLOOR
NEW YORK,NY10001 		  PC GENERAL OPERATING SUPPPORT 10,000

BRIDGES FROM SCHOOL TO WORK

1460 BROADWAY 11TH FLOOR
NEW YORK,NY10036 		  PC NEW YORK CITY PROGRAM 77,500

BRONXWORKS

60 EAST TREMONT AVENUE
THE BRONX,NY10453 		  PC GENERAL OPERATING SUPPORT 7,500

BROOKLYN LAW SCHOOL

250 JORALEMON STREET
BROOKLYN,NY11201 		  PC DISABILITY AND CIVIL RIGHTS CLINIC 402,285

BROWARD CENTER FOR THE PERFORMING ARTS

201 SW FIFTH AVE
FORT LAUDERDALE,FL33312 		  PC ARTISTIC PROGRAMMING FOR INDIVIDUALS WITH I/DD 100,000

CENTER FOR REPRODUCTIVE RIGHTS

199 WATER STREET 22ND FLOOR
NEW YORK,NY10038 		  PC GENERAL OPERATING SUPPORT 5,000

CENTRAL PARK CONSERVANCY INC

717 FIFTH AVENUE
NEW YORK,NY10022 		  PC GENERAL OPERATING SUPPORT 1,000

CHILDREN'S AID COLLEGE PREP CHARTER SCHOOL

117 WEST 124TH STREET 5TH FLOOR
NEW YORK,NY10027 		  PC GENERAL OPERATING SUPPORT 13,000

CHILDREN'S AID

117 WEST 124TH STREET 5TH FLOOR
NEW YORK,NY10027 		  PC GENERAL OPERATING SUPPORT 600,000

CHILDREN'S CANCER AND BLOOD FOUNDATION

466 LEXINGTON AVENUE 16TH FLOOR
NEW YORK,NY10017 		  PC GENERAL OPERATING SUPPORT 10,000

CHILDREN'S CANCER ASSOCIATION

1200 NORTHWEST NAITO PARKWAY
PORTLAND,OR97209 		  PC JOYRX'S NYC EXPANSION 66,000

CHILDREN'S DIAGNOSTIC AND TREATMENT CENTER

1401 S FEDERAL HWY
FORT LAUDERDALE,FL33316 		  PC TRANSITONING ADOLESCENTS FORWARD INTO TOMORROW (TAFT) PROGRAM 220,386

CHILDREN'S RIGHTS INC

88 PINE STREET 800
NEW YORK,NY10005 		  PC GENERAL OPERATING SUPPORT 1,000

CITIZENS' COMMITTEE FOR CHILDREN OF NEW YORK

14 WALL STREET SUITE 4E
NEW YORK,NY10005 		  PC GENERAL OPERATING SUPPORT 3,000

COLAB THEATER GROUP INC

PO BOX 727
NEW YORK,NY10108 		  PC GENERAL OPERATING SUPPORT 55,000

COMPLETE PLAYGROUND

30 BROAD STREET
NEW YORK,NY10004 		  PC GENERAL OPERATING SUPPORT 1,000

COOKE SCHOOL AND INSTITUTE

1713 MADISON AVENUE
NEW YORK,NY10029 		  PC TRANSITION TO LIFE PROGRAM 328,943

DANIEL'S MUSIC FOUNDATION

1595 LEXINGTON AVENUE
NEW YORK,NY10029 		  PC GENERAL OPERATING SUPPORT 75,000

DE MOYA FOUNDATION

13131 SOUTHWEST 132ND STREET SUITE
101
MIAMI,FL33186 		  PF GENERAL OPERATING SUPPORT 45,000

DISABILITY INDEPENDENCE GROUP

2990 SW 35TH AVENUE
MIAMI,FL33133 		  PC GENERAL OPERATING SUPPORT 10,000

DOCTORS WITHOUT BORDERS

40 RECTOR STREET 16TH FLOOR
NEW YORK,NY10006 		  PC ISRAEL-GAZA RELIEF WORK 5,000

ELS FOR AUTISM FOUNDATION

18370 LIMESTONE CREEK ROAD
JUPITER,FL33458 		  PC ADULT SERVICES 385,000

EQUINE-ASSISTED THERAPIES OF SOUTH FLORIDA INC (EATSF)

PO BOX 273542
BOCA RATON,FL33427 		  PC GENERAL OPERATING SUPPORT 75,000

FANTASY THEATRE FACTORY

6103 NW 7TH AVE
MIAMI,FL33127 		  PC MIAMI-DADE COUNTY DEPARTMENT OF CULTURAL AFFAIRS ("MDCA") ALL KIDS INCLUDE PROGRAMS 46,110

FLORIDA ATLANTIC UNIVERSITY - ACADEMY FOR COMMUNITY INCLUSION

777 GLADES ROAD
BOCA RATON,FL33431 		  PC ACADEMY FOR COMMUNITY INCLUSION 147,574

FLORIDA ATLANTIC UNIVERSITY - CARD

777 GLADES ROAD
BOCA RATON,FL33431 		  PC LITTLE OWLS PROGRAM AND AFRICAN AMERICAN OUTREACH INITIATIVE OF THE FAU CENTER FOR AUTISM AND RELATED DISABILITIES ("FAU CARD") 204,141

FRIENDS OF KAREN

118 TITICUS ROAD
NORTH SALEM,NY10560 		  PC GENERAL OPERATING SUPPORT 5,000

FRIENDS OF THE NEW YORK TRANSIT MUSEUM

130 LIVINGSTON ST 10TH FLOOR
BROOKLYN,NY11201 		  PC ACCESS PROGRAMS 45,000

GALLOPNYC

540 PRESIDENT STREET 3RD FLOOR
BROOKLYN,NY11215 		  PC GENERAL OPERATING SUPPORT 150,000

GIGI'S PLAYHOUSE NYC

106 W 117TH STREET
NEW YORK,NY10026 		  PC GENERAL OPERATING SUPPORT 5,000

GILDA'S CLUB OF SOUTH FLORIDA

119 ROSE DR
FT LAUDERDALE,FL33316 		  PC GENERAL OPERATING SUPPORT 70,000

HEALTHY HUMOR INC

17 STATE STREET SUITE 4000
NEW YORK,NY10004 		  PC RED NOSE DOCS IN HARLEM, JACOBI, AND BRONXCARE HOSPITALS 350,000

HEARTSHARE HUMAN SERVICES OF NEW YORK

12 METROTECH CENTER 29TH FLOOR
BROOKLYN,NY11201 		  PC ARTSHARE 180,531

HEMATH INC

12516 NOBLE COURT
POTOMAC,MD20854 		  PC GENERAL OPERATING SUPPORT 5,000

HIGH HOPES FOR THERAPEUTIC RIDING

36 TOWN WOODS ROAD
OLD LYME,CT06371 		  PC GENERAL OPERATING SUPPORT 2,000

HORACE GREELEY SCHOLARSHIP FUND

PO BOX 242
CHAPPAQUA,NY10514 		  PC GENERAL OPERATING SUPPORT 5,000

INCLUDENYC

520 8TH AVE 25TH FLOOR SUITE 2500
NEW YORK,NY10018 		  PC YOUTH AND TRANSITION SERVICES 260,000

JACK & JILL CENTER

1315 WEST BROWARD BLVD
FORT LAUDERDALE,FL33312 		  PC GENERAL OPERATING SUPPORT 70,000

JAWONIO INC

260 NORTH LITTLE TOR ROAD
NEW CITY,NY10956 		  PC EARLY INTERVENTION PROGRAM 258,829

JDRF - GREATER NY METRO CHAPTER

200 VESEY STREET 28TH FLOOR
NEW YORK,NY10281 		  PC GENERAL OPERATING SUPPORT 10,000

JEWISH COMMUNITY CENTER OF STAMFORD

1035 NEWFIELD AVENUE
STAMFORD,CT06905 		  PC GENERAL OPERATING SUPPORT 10,000

JOB PATH INC

256 WEST 38TH STREET
NEW YORK,NY10018 		  PC TRANSITIONAL EMPLOYMENT PROGRAM 32,500

JOB PATH INC

256 WEST 38TH STREET
NEW YORK,NY10018 		  PC TRANSITIONAL EMPLOYMENT PROGRAM 32,500

JOB PATH INC

256 WEST 38TH STREET
NEW YORK,NY10018 		  PC CONSORTIUM FOR CUSTOMIZED EMPLOYMENT (CCE), PROJECT FIRST STEP, AND CAPACITY BUILDING 212,768

JOE DIMAGGIO CHILDREN'S HOSPITAL FOUNDATION

3329 JOHNSON STREET
HOLLYWOOD,FL33021 		  PC ENRICHMENT AND WELLNESS PROGRAM 205,000

JOYEUX FOUNDATION US

32 BROWNDALE PLACE
PORT CHESTER,NY10573 		  PC JOYEUX'S NYC EXPANSION 150,000

KENTUCKY HEALTH JUSTICE NETWORK

PO BOX 4761
LOUISVILLE,KY40204 		  PC GENERAL OPERATING SUPPORT 7,500

KIDS IN CRISIS INC

1 SALEM ST
COS COB,CT068072624 		  PC GENERAL OPERATING SUPPORT 5,000

LINCOLN CENTER FOR THE PERFORMING ARTS INC

70 LINCOLN CENTER PLAZA
NEW YORK,NY10023 		  PC I/DD PROGRAMS 100,000

MARLENE MEYERSON JCC MANHATTAN

334 AMSTERDAM AVE
NEW YORK,NY10023 		  PC THE CENTER FOR SPECIAL NEEDS (CSN) 150,000

MARLENE MEYERSON JCC MANHATTAN

334 AMSTERDAM AVE
NEW YORK,NY10023 		  PC JCC MANHATTAN: KOOPERSMITH FAMILY AND MATH PROGRAM 25,000

MEMORIAL SLOAN KETTERING

1275 YORK AVENUE BOX 701
NEW YORK,NY10065 		  PC CHILD LIFE PROGRAM 115,000

MIND&MELODY INC

11301 SOUTH DIXIE HIGHWAY SUITE
5998
MIAMI,FL33256 		  PC GENERAL OPERATING SUPPORT 6,000

MUSEUM OF MODERN ART

11 W 53 ST
NEW YORK,NY10019 		  PC ACCESS PROGRAMS 100,000

NAMI-NYC METRO

307 W 38TH ST 8TH FLOOR
NEW YORK,NY10018 		  PC GENERAL OPERATING SUPPORT 5,000

NEW YORK CITY CHARTER SCHOOL CENTER

111 BROADWAY SUITE 604
NEW YORK,NY10006 		  PC GENERAL OPERATING SUPPORT 5,000

NICHOLAS CENTER LTD

382 MAIN STREET
PORT WASHINGTON,NY11050 		  PC WESTCHESTER PROGRAM 140,000

NICKLAUS CHILDREN'S HOSPITAL FOUNDATION

3100 SW 62ND AVE
MIAMI,FL33155 		  PC VIRTUAL REALITY PROGRAMS WITHIN THE NICKLAUS CHILDREN'S HOSPITAL 150,000

NOVA SOUTHEASTERN UNIVERSITY - DEVELOPMENT ASSESSMENT CLINIC

3301 COLLEGE AVENUE
FORT LAUDERDALE,FL33314 		  PC NSU'S DEVELOPMENT ASSESSMENT CLINIC 216,919

NOVA SOUTHEASTERN UNIVERSITY - DEVELOPMENT ASSESSMENT CLINIC

3301 COLLEGE AVENUE
FORT LAUDERDALE,FL33314 		  PC NSU'S DEVELOPMENT ASSESSMENT CLINIC 227,765

NSU LAW CENTER

3305 COLLEGE AVENUE LEO GOODWIN SR
HALL 120B
FT LAUDERDALE,FL33312 		  PC DISABILITY & ADVOCACY LAW (DIAL) CLINIC 463,700

NSU LAW CENTER

3305 COLLEGE AVENUE LEO GOODWIN SR
HALL 120B
FT LAUDERDALE,FL33312 		  PC DISABILITY & ADVOCACY LAW (DIAL) CLINIC 34,920

PALM BEACH MARITIME ACADEMY

1518 LANTANA ROAD
LANTANA,FL33462 		  PC GENERAL OPERATING SUPPORT 15,000

POETRY SOCIETY OF AMERICA

119 SMITH STREET
BROOKLYN,NY11201 		  PC GENERAL OPERATING SUPPORT 10,000

QSAC INC

253 WEST 35TH ST 14TH FLOOR
NEW YORK,NY10001 		  PC GOALS TRANSITION PILOT 215,000

RAMAPO FOR CHILDREN

22 CAMP RAMAPO ROAD/PO BOX 266
RHINEBECK,NY12572 		  PC STAFF ASSISTANT EXPERIENCE (SAE) PROGRAM 95,000

RAMAPO FOR CHILDREN

22 CAMP RAMAPO ROAD/PO BOX 266
RHINEBECK,NY12572 		  PC STAFF ASSISTANT EXPERIENCE (SAE) PROGRAM 190,000

RENAISSANCE INTERNATIONAL

500 N E SPANISH RIVER BLVD SUITE
102
BOCA RATON,FL33431 		  PC GENERAL OPERATING SUPPORT 6,000

RISING TREETOPS AT OAKHURST

1140 BROADWAY SUITE 507
NEW YORK,NY10001 		  PC GENERAL OPERATING SUPPORT 125,000

RIVERSIDE LANGUAGE PROGRAM INC

270 W 89TH ST
NEW YORK,NY10024 		  PC GENERAL OPERATING SUPPORT 5,000

RIVERSIDE PARK CONSERVANCY INC

475 RIVERSIDE DR SUITE 455
NEW YORK,NY10115 		  PC GENERAL OPERATING SUPPORT 1,000

SID JACOBSON JEWISH COMMUNITY CENTER INC

300 FOREST DRIVE
EAST HILLS,NY11548 		  PC CENTER FOR COMMUNITY ENGAGEMENT 15,000

SNACK & FRIENDS INC

316 EAST 53RD ST
NEW YORK,NY10022 		  PC GENERAL OPERATING SUPPORT, EXCEPT FOR EXPENSES RELATED TO SNACK21+ TRANSITIONING PROGRAMMING 50,000

SPECIAL OLYMPICS FLORIDA

1915 DON WICKHAM DRIVE
CLERMONT,FL34711 		  PC SUPPORT AREA 9 (BROWARD, MIAMI-DADE, AND MONROE COUNTIES) 300,000

SPECIAL OLYMPICS NEW YORK

211 E 43RD STREET SUITE 802
NEW YORK,NY10017 		  PC NEW YORK CITY REGION 150,000

ST MARY'S HEALTHCARE SYSTEM FOR CHILDREN INC

29-01 216 STREET
BAYSIDE,NY11360 		  PC ST. MARY'S HOSPITAL FOR CHILDREN'S ("SMHC") COMPLEMENTARY CARE SERVICES 225,000

TEAM IMPACT

500 VICTORY ROAD
QUINCY,MA02171 		  PC GENERAL OPERATING SUPPORT 10,000

TECH KIDS UNLIMITED INC

261 BROADWAY 8D
NEW YORK,NY10007 		  PC GENERAL OPERATING SUPPORT 80,000

THE ALI FORNEY CENTER

307 W 38TH ST 2ND FLOOR
NEW YORK,NY10018 		  PC GENERAL OPERATING SUPPORT 5,000

THE ARC WESTCHESTER

265 SAW MILL RIVER RD
HAWTHORNE,NY10532 		  PC TRANSITION ACADEMY AND CAPACITY BUILDING 467,930

THE CENTER FOR DISCOVERY

PO BOX 840
HARRIS,NY12742 		  PC HEALING ARTS PROGRAM 600,000

THE CURE STARTS NOW

10280 CHESTER ROAD
CINCINNATI,OH45215 		  PC MILFORD, CT CHAPTER 4,000

THE IDEAL SCHOOL OF MANHATTAN

5 HANOVER SQUARE
NEW YORK,NY10004 		  PC GENERAL OPERATING SUPPORT 5,000

THE SPRINGBOARD SCHOOL AT LUBAVITCH ON THE PALISADES

11 HAROLD STREET
TENAFLY,NJ07670 		  PC GENERAL OPERATING SUPPORT 5,000

THE WOW CENTERCOMMUNITY HABILITATION CENTER INC

11450 SW 79TH STREET
MIAMI,FL33173 		  PC GENERAL OPERATING SUPPORT 120,000

THEATRE DEVELOPMENT FUND

520 8TH AVENUE SUITE 801
NEW YORK,NY10018 		  PC AUTISM FRIENDLY PERFORMANCES 125,000

TOWN OF PALM BEACH UNITED WAY INC

44 COCOANUT ROW
PALM BEACH,FL33480 		  PC GENERAL OPERATING SUPPORT 5,000

UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK INC

130 E 59TH ST
NEW YORK,NY10022 		  PC ISRAEL EMERGENCY FUND 25,000

UNIVERSITY OF MIAMI - MAILMAN CENTER FOR CHILD DEVELOPMENT

1601 NW 12TH AVE
MIAMI,FL33136 		  PC FAMILY NAVIGATOR PROGRAM 247,956

UNIVERSITY OF MIAMI - NSU CARD

5665 PONCE DE LEON BLVD PO BOX
248768
CORAL GABLES,FL33124 		  PC TRANSITION & ADULT SERVICES 288,130

VOLUNTEER NEW YORK

220 WHITE PLAINS ROAD
TARRYTOWN,NY10591 		  PC READINESS THRU INTEGRATED SERVICES ENGAGEMENT (RISE) PROGRAM 179,550

WESTCHESTER INSTITUTE FOR HUMAN DEVELOPMENT

CEDARWOOD HALL
VALHALLA,NY10595 		  PC COMMUNITY SUPPORT NETWORK 150,000

WESTCHESTER JEWISH COMMUNITY SERVICES

845 NORTH BROADWAY
WHITE PLAINS,NY10603 		  PC THE TAFT CENTER 80,000

WORLD CENTRAL KITCHEN

200 MASSACHUSETTS AVENUE NORTHWEST
7TH FLOOR
WASHINGTON,DC20001 		  PC RESPONSE TO CRISIS IN TURKEY AND SYRIA 10,000

YWCA OF WHITE PLAINS & CENTRAL WESTCHESTER INC

515 NORTH STREET
WHITE PLAINS,NY10605 		  PC SPECIAL PROGRAMS 45,000
Total .................................right arrow 3a 11,358,437
bApproved for future payment

ARC BROWARD INC
10250 NW 53RD ST
SUNRISE,FL33351 		  PC TRANSITION AND EMPLOYMENT PROGRAMS, INFRASTRUCTURE IMPROVMENTS AND STAFF RETENTION EFFORTS 450,000

BRIDGES FROM SCHOOL TO WORK
1460 BROADWAY 11TH FLOOR
NEW YORK,NY10036 		  PC NEW YORK CITY PROGRAM 155,000

BROOKLYN LAW SCHOOL
250 JORALEMON STREET
BROOKLYN,NY11201 		  PC DISABILITY AND CIVIL RIGHTS CLINIC 861,142

BROWARD CENTER FOR THE PERFORMING ARTS
201 SW FIFTH AVE
FORT LAUDERDALE,FL33312 		  PC ARTISTIC PROGRAMMING FOR INDIVIDUALS WITH I/DD 100,000

CHIDREN'S DIAGNOSTIC AND TREATMENT CENTER
1401 S FEDERAL HWY
FORT LAUDERDALE,FL33316 		  PC TRANSITONING ADOLESCENTS FORWARD INTO TOMORROW (TAFT) PROGRAM 220,386

CHILDREN'S CANCER ASSOCIATION
1200 NORTHWEST NAITO PARKWAY
PORTLAND,OR97209 		  PC JOYRX'S NYC EXPANSION 100,000

DE MOYA FOUNDATION
13131 SOUTHWEST 132ND STREET SUITE
101
MIAMI,FL33186 		  PF GENERAL OPERATING SUPPORT 90,000

INCLUDENYC
520 8TH AVE 25TH FLOOR SUITE 2500
NEW YORK,NY10018 		  PC YOUTH AND TRANSITION SERVICES 260,000

JOE DIMAGGIO CHILDREN'S HOSPITAL FOUNDATION
3329 JOHNSON STREET
HOLLYWOOD,FL33021 		  PC ENRICHMENT AND WELLNESS PROGRAM 213,000

JOYEUX FOUNDATION US
32 BROWNDALE PLACE
PORT CHESTER,NY10573 		  PC JOYEUX'S NYC EXPANSION 50,000

LINCOLN CENTER FOR THE PERFORMING ARTS INC
70 LINCOLN CENTER PLAZA
NEW YORK,NY10023 		  PC I/DD PROGRAMS 100,000

MUSEUM OF MODERN ART
11 W 53 ST
NEW YORK,NY10019 		  PC ACCESS PROGRAMS 100,000

NSU LAW CENTER
3305 COLLEGE AVENUE LEO GOODWIN SR
HALL 120B
FT LAUDERDALE,FL33312 		  PC DISABILITY & ADVOCACY LAW (DIAL) CLINIC 1,498,700

SNACK & FRIENDS INC
316 EAST 53RD ST
NEW YORK,NY10022 		  PC GENERAL OPERATING SUPPORT, EXCEPT FOR EXPENSES RELATED TO SNACK21+ TRANSITIONING PROGRAMMING 50,000

ST MARY'S HEALTHCARE SYSTEM FOR CHILDREN INC
29-01 216 STREET
BAYSIDE,NY11360 		  PC ST. MARY'S HOSPITAL FOR CHILDREN'S ("SMHC") COMPLEMENTARY CARE SERVICES 225,000

THE CENTER FOR DISCOVERY
PO BOX 840
HARRIS,NY12742 		  PC HEALING ARTS PROGRAM 600,000

UNIVERSITY OF MIAMI - NSU CARD
5665 PONCE DE LEON BLVD PO BOX
248768
CORAL GABLES,FL33124 		  PC TRANSITION & ADULT SERVICES 302,692

WESTCHESTER INSTITUTE FOR HUMAN DEVELOPMENT
CEDARWOOD HALL
VALHALLA,NY10595 		  PC COMMUNITY SUPPORT NETWORK 298,500
Total ................................. right arrow 3b 5,674,420
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 ........... 		    14 181,665  
4 Dividends and interest from securities ....     14 5,475,430  
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 .....     01 110  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 3,932,154  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER PARTNERSHIP INCOME 		901101 -58,842 01 58,842  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -58,842 9,648,201 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
9,589,359
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE TAFT FOUNDATION
EIN:
20-1232852
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING & TAX PREPARATION 42,250 0   40,250
BOOKKEEPING SERVICES 17,000 0   17,000

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 ExpenditureResponsibilityStmt
Name:
THE TAFT FOUNDATION
EIN:
20-1232852
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
DE MOYA FOUNDATION
  		13131 SOUTHWEST 132ND STREET SUITE
101
MIAMI,FL33186 		2022-12-21 70,000 GENERAL OPERATING SUPPORT 70,000 TO GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED FROM PURPOSE OF GRANT. 10/27/23   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT(S) FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT(S) WAS MADE.

TY 2023 InvestmentsCorpStockSchedule
Name:
THE TAFT FOUNDATION
EIN:
20-1232852
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES 484,308 484,308
ABBVIE INC 1,167,852 1,167,852
ACCENTURE PLC 36,846 36,846
ADVANCED MICRO DEVICES 1,072,113 1,072,113
ALIBABA GROUP HOLDING-SP ADR 26,353 26,353
ALPHABET INC VOTING CAP STK CL A 768,295 768,295
ALPHABET INC-CL A 107,142 107,142
ALPHABET INC-CL C 1,416,910 1,416,910
ALPHABET INC-CL C 94,846 94,846
AMAZON COM INC 714,118 714,118
AMAZON.COM INC 2,574,167 2,574,167
AMAZON.COM INC 178,985 178,985
AMGEN INC. 37,443 37,443
APPLE INC 40,431 40,431
APPLE INC 673,855 673,855
APPLE INC 1,853,679 1,853,679
AT & T INC 335,600 335,600
AUTODESK INC 100,801 100,801
AUTOZONE INC 610,204 610,204
BANK OF AMERICA CORP 997,002 997,002
BERKSHIRE HATHAWAY INC-CL B 1,505,105 1,505,105
BLACKSTONE GROUP INC COM 360,030 360,030
BLOCK INC 40,377 40,377
BOEING CO 781,980 781,980
BOEING CO/THE 185,590 185,590
BOOKING HOLDINGS INC 759,105 759,105
BRISTOL-MYERS SQUIBB CO 802,129 802,129
BROADCOM INC 764,631 764,631
CAPITAL ONE FINANCIAL CORP 1,495,817 1,495,817
CHEVRON CORPORATION 298,320 298,320
CVS HEALTH CORPORATION 213,192 213,192
DEERE & CO 20,393 20,393
DEERE & CO 21,993 21,993
DISNEY WALT COMPANY 451,450 451,450
ELI LILLY & CO 653,453 653,453
ENTERPRISE PRODUCTS PARTNERS 527,000 527,000
EOG RESOURCES INC 1,200,671 1,200,671
EXPEDITORS INTL WASH INC 52,152 52,152
FACTSET RESEARCH SYSTEMS INC 51,521 51,521
HOME DEPOT INC 1,055,245 1,055,245
HOME DEPOT INC 519,825 519,825
HUNT (JB) TRANSPRT SVCS INC 521,521 521,521
ILLUMINA INC 42,468 42,468
INTUIT INC 908,794 908,794
INTUITIVE SURGICAL INC 42,507 42,507
IONIS PHARMACEUTICALS INC 758,850 758,850
JOHNSON & JOHNSON 313,480 313,480
JPMORGAN CHASE & CO 595,350 595,350
JPMORGAN CHASE & CO 41,675 41,675
KINDER MORGAN INC 1,030,917 1,030,917
KINDER MORGAN INC DEL 158,760 158,760
L OREAL S A 35,788 35,788
LAM RESEARCH CORP 645,406 645,406
LOEWS CORP 1,627,849 1,627,849
LVMH MOET HENNESSY ORDF 36,437 36,437
M & T BANK CORP 1,369,018 1,369,018
MARTIN MARIETTA MATERIALS 937,951 937,951
MASTERCARD INC - A 1,437,339 1,437,339
MERCK & CO INC NEW 218,040 218,040
META PLATFORMS INC-CLASS A 250,604 250,604
META PLATFORMS INC-CLASS A 1,921,649 1,921,649
MICROSOFT CORP 166,210 166,210
MICROSOFT CORP 47,005 47,005
MICROSOFT CORP 752,080 752,080
MICROSOFT CORP 3,669,022 3,669,022
MONSTER BEVERAGE CORP 98,859 98,859
NESTLE S A 30,642 30,642
NETFLIX INC 142,169 142,169
NEWMONT CORP 165,560 165,560
NEXTERA ENERGY INC 876,782 876,782
NOVARTIS AG-SPONSORED ADR 41,398 41,398
NOVO-NORDISK A/S-SPONS ADR 63,725 63,725
NVIDIA CORP 1,610,455 1,610,455
NVIDIA CORP 841,874 841,874
NVIDIA CORP 242,163 242,163
ORACLE CORP 131,366 131,366
PACKAGING CORP OF AMERICA 680,475 680,475
PALO ALTO NETWORKS INC 849,844 849,844
PAYPAL HOLDINGS INC 29,108 29,108
PFIZER INCORPORATED 287,900 287,900
PROCTER & GAMBLE CO/THE 1,114,290 1,114,290
PUBLIC STORAGE 1,066,280 1,066,280
QUALCOMM INC 57,273 57,273
QUANTA SERVICES INC 737,389 737,389
REGENCY CENTERS CORP 844,133 844,133
REGENERON PHARMACEUTICALS 1,323,583 1,323,583
REGENERON PHARMACEUTICALS 71,141 71,141
ROCHE HLDG AG 19,383 19,383
ROCHE HOLDINGS LTD-SPONS ADR 33,839 33,839
ROSS STORES INC 599,505 599,505
ROYAL CARIBBEAN CRUISES LTD NORWAY 647,450 647,450
RTX CORP 294,490 294,490
SALESFORCE INC 109,466 109,466
SANDOZ GROUP AG-ADR 2,625 2,625
SEI INVESTMENTS COMPANY 39,147 39,147
SHOPIFY INC - CLASS A 67,306 67,306
SIMON PROPERTY GROUP REIT INC NEW 427,920 427,920
SOUTHWEST AIRLINES CO 375,440 375,440
STARBUCKS CORP 55,686 55,686
STARBUCKS CORP 336,035 336,035
TESLA INC 633,376 633,376
TESLA INC 169,712 169,712
TEXAS INSTRUMENTS 24,717 24,717
TEXAS ROADHOUSE INC COM 488,920 488,920
THERMO FISHER SCIENTIFIC INC 44,586 44,586
TJX COMPANIES INC 46,905 46,905
TOYOTA MOTOR CORP 33,925 33,925
TRANE TECHNOLOGIES PLC 922,430 922,430
TRUIST FINL CORP 332,280 332,280
UBER TECHNOLOGIES INC 615,700 615,700
UNION PACIFIC CORP 33,159 33,159
UNITED PARCEL SERVICE-CL B 855,017 855,017
UNITEDHEALTH GROUP INC 1,059,784 1,059,784
UNITEDHEALTH GROUP INC 263,235 263,235
US BANCORP NEW 432,800 432,800
VERIZON COMMUNICATIONS COM 452,400 452,400
VERTEX PHARMACEUTICALS INC 88,702 88,702
VISA INC-CLASS A SHARES 179,381 179,381
WALT DISNEY CO 21,218 21,218
WALT DISNEY CO/THE 90,019 90,019
WARNER BROS DISCOVERY INC SER A 286,002 286,002
WEYERHAEUSER CO 1,265,350 1,265,350
WORKDAY INC-CLASS A 39,753 39,753
YUM CHINA HOLDINGS INC 14,172 14,172
YUM] BRANDS INC 36,977 36,977

TY 2023 InvestmentsGovtObligationsSch
Name:
THE TAFT FOUNDATION
EIN:
20-1232852
US Government Securities - End of Year Book Value:

497,289
US Government Securities - End of Year Fair Market Value:

497,289
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 InvestmentsOtherSchedule2
Name:
THE TAFT FOUNDATION
EIN:
20-1232852
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AKO EUROPEAN LONG ONLY FMV 310,558 310,558
AKRE FOCUS INSTL FMV 261,794 261,794
ALPHAGEN EUROPEAN BEST IDEAS FUND FMV 280,701 280,701
ARES PCS II PRIVATE INVESTORS FMV 729,593 729,593
ARIEL INTERNATIONAL INST FMV 108,032 108,032
ARTISAN INTL VAL-INST FMV 1,700,991 1,700,991
BLACKSTONE REAL ESTATE FMV 1,118 1,118
CD&R XI PRIVATE INVESTORS CAYMAN, FMV 1,677,547 1,677,547
CLARKSTON PARTNERS INSTI FMV 291,473 291,473
CLIFFORD CAPITAL PARTNER FMV 238,315 238,315
COHEN & STEERS RL EST-F FMV 3,798,766 3,798,766
DODGE & COX INCOME-I FMV 6,663,201 6,663,201
EDGEWOOD GROWTH INSTL FMV 342,737 342,737
FIDELITY 500 INDEX FUND FMV 24,390,963 24,390,963
FIDELITY FUNDS FIDELITY TREASURY ONLY PORT INSTL CLASS SHS FMV 1,026,069 1,026,069
FIDELITY INTL INDX-INST PRM FMV 4,976,810 4,976,810
GOLDMAN SACH FINL SQUARE TREAS OBLIGS CLASS I FMV 750,000 750,000
GROSVENOR ALTERNATIVE INVESTMENT FMV 15,994,291 15,994,291
GSO PRIVATE INVESTORS OFFSHORE III FMV 271,792 271,792
HEALTH CARE SELECT SECTOR FMV 1,393,940 1,393,940
HOUND PARTNERS FMV 205,922 205,922
INVESCO QQQ TRUST SERIES 1 FMV 4,424,045 4,424,045
INVESCO S&P 500 EQUAL WEIGHT FMV 2,358,005 2,358,005
ISHARES 7-10 YEAR TREASURY B FMV 6,203,660 6,203,660
ISHARES BIOTECHNOLOGY ETF FMV 668,246 668,246
ISHARES CORE MSCI EMERGING FMV 6,079,767 6,079,767
ISHARES CORE S&P MIDCAP ETF FMV 2,900,652 2,900,652
ISHARES MSCI CHINA ETF FMV 681,621 681,621
ISHARES MSCI JAPAN ETF FMV 3,237,402 3,237,402
JPM MANAGED INCOME FD - USD - L FMV 2,012,805 2,012,805
JPM MANAGED INCOME FD - USD - L FMV 1,804 1,804
JPMORGAN BETABUILDERS CANADA FMV 1,015,212 1,015,212
LORD ABBETT SHORT DURATI FMV 203,196 203,196
OCA - CASTLE HOOK PARTNERS FMV 271,513 271,513
OCA - SEQUOIA GLOBAL EQUITIES (SCGE) FMV 301,068 301,068
OCA BRAIDWELL PARTNERS FMV 296,580 296,580
OCA BREDS IV TE LLC FMV 298,953 298,953
OCA CMTG LLC FMV 168,156 168,156
OCA ESGS LLC FMV 375,840 375,840
OCA PENOPPS PV I SEGREGATED PORTFOLIO FMV 76,494 76,494
OCA SSA SEGREGATED PORTFOLIO FMV 357,573 357,573
OCA VHF SEGREGATED PORTFOLIO FMV 372,589 372,589
PARNASSUS CORE EQUITY-INST FMV 3,171,978 3,171,978
PIMCO COMMODITYPL STRAT-INS FMV 1,377,927 1,377,927
PIMCO TOTAL RETURN FUND-INST FMV 6,145,930 6,145,930
ROYCE VALUE TRUST INC FMV 444,080 444,080
SCHWAB U.S. TIPS ETF FMV 2,064,249 2,064,249
SILVER LAKE PARTNERS IV (SLP IV) FMV 1,517,555 1,517,555
SLA II PRIVATE INVESTORS OFFSHORE, FMV 559,631 559,631
SPDR EURO STOXX 50 ETF FMV 2,073,233 2,073,233
SPYGLASS GROWTH INSTITUT FMV 248,081 248,081
VANECK GOLD MINERS ETF FMV 684,887 684,887
VANECK OIL SERVICES ETF FMV 1,329,388 1,329,388
VANGUARD 500 INDEX ADMIR FMV 1,935,531 1,935,531
VANGUARD FTSE EUROPE ETF FMV 2,922,234 2,922,234
VANGUARD TOTAL BOND MARK FMV 375,731 375,731
VANGUARD TTL BD MKT IDX-ADM FMV 25,758,747 25,758,747
WCM FOCUSED INTERNATIONA FMV 171,475 171,475
WISDOMTREE JAPAN HEDGED EQ FMV 639,967 639,967

TY 2023 LegalFeesSchedule
Name:
THE TAFT FOUNDATION
EIN:
20-1232852
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 4,773 0   4,773


TY 2023 OtherExpensesSchedule
Name:
THE TAFT FOUNDATION
EIN:
20-1232852
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DUES & SUBSCRIPTIONS 21,341 0   21,341
INSURANCE 9,345 0   9,345
OFFICE EXPENSE 23,686 0   23,686
FILING FEES 1,500 0   1,500
BANK CHARGES 222 222   0
OTHER PARTNERSHIP EXPENSES 0 8,409   0
PAYROLL PROCESSING FEES 6,773 0   6,773
PROFESSIONAL DEVELOPMENT 2,565 0   2,565


TY 2023 OtherIncomeSchedule2
Name:
THE TAFT FOUNDATION
EIN:
20-1232852
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER PARTNERSHIP LOSS THRU K-1S   76,516  
LITIGATION PROCEEDS 110 110 110


TY 2023 OtherIncreasesSchedule
Name:
THE TAFT FOUNDATION
EIN:
20-1232852
Description Amount
UNREALIZED GAIN ON INVESTMENTS 25,115,863


TY 2023 OtherProfessionalFeesSchedule
Name:
THE TAFT FOUNDATION
EIN:
20-1232852
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 626,843 626,843   0
CONSULTING FEES 98,988 0   98,988


TY 2023 TaxesSchedule
Name:
THE TAFT FOUNDATION
EIN:
20-1232852
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 110,000 0   0
FOREIGN TAXES WITHHELD 1,877 3,410   0
STATE UBIT TAXES 473 0   0