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
Louis and Anne Abrons Foundation Inc
 
% 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

13-6061329
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$146,922,260J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 136,389 136,389  
4 Dividends and interest from securities... 992,556 992,556  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,201,541
b Gross sales price for all assets on line 6a 28,626,181
7 Capital gain net income (from Part IV, line 2)... 4,201,541
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
1,408,956 1,405,525  
12 Total. Add lines 1 through 11........ 6,739,442 6,736,011  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
962,197 856,297   105,900
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
33,651 1,251    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,376,720 1,273,927   102,684
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,372,568 2,131,475   208,584
25 Contributions, gifts, grants paid....... 7,703,161 7,703,161
26 Total expenses and disbursements. Add lines 24 and 25 10,075,729 2,131,475   7,911,745
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,336,287
b Net investment income (if negative, enter -0-) 4,604,536
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......... 3,504,580 10,071,947 10,071,947
3 Accounts receivable right arrow442,597
Less: allowance for doubtful accounts right arrow     442,597 442,597
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) 11,977,533 Click to see attachment
List of Attached Documents:
// Content
6,013,694 		5,953,886
b Investments—corporate stock (attach schedule)....... 28,785,606 Click to see attachment
List of Attached Documents:
// Content
32,615,582 		39,615,362
c Investments—corporate bonds (attach schedule)....... 233,397 Click to see attachment
List of Attached Documents:
// Content
1,174,367 		1,040,111
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).......... 81,775,857 Click to see attachment
List of Attached Documents:
// Content
72,595,462 		89,798,357
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) 126,276,973 122,913,649 146,922,260
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
27,037 		Click to see attachment
List of Attached Documents:
// Content
0
23 Total liabilities (add lines 17 through 22)......... 27,037 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 126,249,936 122,913,649
29 Total net assets or fund balances (see instructions)..... 126,249,936 122,913,649
30 Total liabilities and net assets/fund balances (see instructions). 126,276,973 122,913,649
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
126,249,936
2
Enter amount from Part I, line 27a .....................
2
-3,336,287
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
122,913,649
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
122,913,649
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b Passthrough K1 Capital Gain/(Loss)      
c FUNDSMITH EQUITY FUND, L.P P 2016-07-29 2023-11-07
d INDIA ACORN FUND (CAYMAN) LTD P 2017-09-15 2023-02-01
e ORCHARD LIQUID CREDIT FUND P 2018-11-01 2023-03-31
ORCHARD LIQUID CREDIT FUND P 2018-11-01 2023-06-30
YORK CREDIT OPP UNIT TRUST P 2014-04-01 2023-03-01
YORK CREDIT OPP UNIT TRUST P 2014-04-01 2023-07-20
YORK CREDIT OPP UNIT TRUST P 2014-04-01 2023-11-01
(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 25,817,877   25,675,708 142,169
b       3,600,720
c 500,000   276,247 223,753
d 500,000   289,301 210,699
e 750,000   684,484 65,516
850,000   812,199 37,801
59,472   80,467 -20,995
34,301   38,450 -4,149
114,531   168,504 -53,973
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       142,169
b        
c       223,753
d       210,699
e       65,516
      37,801
      -20,995
      -4,149
      -53,973
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 4,201,541
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 64,003
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 64,003
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 64,003
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 76,743
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 76,743
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 12,740
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow12,740 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 arrowNY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright 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)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Adam Abrons Dir, Treas
2.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Alix Abrons Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Anne Abrons Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Eleanor Abrons Dir, Sec
2.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Emily Abrons Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Henry L Abrons Dir
2.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
John Abrons Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Leslie Abrons Dir
2.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Pauline Abrons Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Peter Abrons Dir, Pres
2.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Judith Aranow Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Dylan Armajani Dir, VP
2.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Kira Armajani Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Stephanie Klein DiChristina Dir, VP
2.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Vicki Aranow Feiner Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Jennifer Schwartz Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Amy Sharpe Dir
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 Colony Group Investment Mgmt 858,735
201 washington st 11th floor
BOSTON,MA02108
GMA Foundations Inc Philanthropic 105,900
2 Liberty Square Suite 500
Boston,MA02109
Foundation Source Administrative 97,990
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
41,126,828
b
Average of monthly cash balances.......................
1b
5,245,676
c
Fair market value of all other assets (see instructions)................
1c
90,445,752
d
Total (add lines 1a, b, and c).........................
1d
136,818,256
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
136,818,256
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,052,274
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
134,765,982
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
6,738,299
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
6,738,299
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
64,003
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
64,003
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
6,674,296
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
6,674,296
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
6,674,296
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
7,911,745
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
7,911,745
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 6,674,296
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 3,071,171
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 7,911,745
a Applied to 2022, but not more than line 2a 3,071,171
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..... 4,840,574
e Remaining amount distributed out of corpus 0
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 0
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 .......... 		1,833,722
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 ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 0
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

350ORG

PO BOX 843004
BOSTON,MA02284 		N/A PC General & Unrestricted 295,500

ACKERMAN INSTITUTE FOR THE FAMILY

936 BROADWAY
NEW YORK,NY10010 		N/A PC General & Unrestricted 21,500

ALASKA WILDERNESS LEAGUE

122 C ST NW SUITE 240
WASHINGTON,DC20001 		N/A PC General & Unrestricted 7,000

ALBANY PARK THEATER PROJECT

PO BOX 25072
CHICAGO,IL60625 		N/A PC Warehouse Project 27,500

ALBANY PARK THEATER PROJECT

PO BOX 25072
CHICAGO,IL60625 		N/A PC General & Unrestricted 83,500

AMAZON WATCH

520 3RD ST STE 108
OAKLAND,CA94607 		N/A PC Defenders Fund 57,000

AMAZON WATCH

520 3RD ST STE 108
OAKLAND,CA94607 		N/A PC General & Unrestricted 40,000

AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC

125 BROAD ST 18TH FLOOR
NEW YORK,NY10004 		N/A PC General & Unrestricted 200,000

AMERICAN CIVIL LIBERTIES UNION OF MAINE FOUNDATION

PO BOX 7860
PORTLAND,ME04112 		N/A PC For General and Unrestricted Use in Maine 10,000

AMERICAN FRIENDS OF MAGEN DAVID ADOM

20 W 36TH ST SUITE 1100
NEW YORK,NY10018 		N/A PC General & Unrestricted 20,000

AMERICAN JEWISH COMMITTEE

165 E 56TH ST 6TH FL
NEW YORK,NY10022 		N/A PC General & Unrestricted 10,000

AMERICAN NATIONAL RED CROSS

99 INDIAN FIELD RD
GREENWICH,CT06830 		N/A PC General & Unrestricted 5,000

AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO

424 E 92ND ST
NEW YORK,NY10128 		N/A PC General & Unrestricted 5,000

ANTI-DEFAMATION LEAGUE

605 3RD AVE
NEW YORK,NY10158 		N/A PC General & Unrestricted 5,000

APPALACHIAN MOUNTAIN CLUB

10 CITY SQ
CHARLESTOWN,MA02129 		N/A PC General & Unrestricted 10,000

APROPOS-HOUSING OPPORTUNITIES AND MANAGEMENT ENTER

86 SMITH AVE
MOUNT KISCO,NY10549 		N/A PC General & Unrestricted 5,000

ARTVAN

37 MILL ST 2
BRUNSWICK,ME04011 		N/A PC General & Unrestricted 1,000

BANTAM CINEMA & ARTS CENTER INC

PO BOX 262
LITCHFIELD,CT06759 		N/A PC General & Unrestricted 500

BEDFORD 2030 INC

PO BOX 812
BEDFORD HILLS,NY10507 		N/A PC Charitable Event 15,000

BLYTHEDALE CHILDREN'S HOSPITAL

95 BRADHURST AVE
VALHALLA,NY10595 		N/A PC General & Unrestricted 5,000

BOYS AND GIRLS CLUBS OF LARIMER COUNTY

103 SMOKEY ST
FORT COLLINS,CO80525 		N/A PC Summer Programs 45,000

BREAKTHROUGH NEW YORK INC

39 BROADWAY RM 820
NEW YORK,NY10006 		N/A PC General & Unrestricted 20,000

BRIDGE OVER TROUBLED WATERS INC

47 WEST ST
BOSTON,MA02111 		N/A PC General & Unrestricted 11,000

BRIDGES TO COMMUNITY INC

PO BOX 499
CRUGERS,NY10521 		N/A PC General & Unrestricted 2,500

BROADWAY HOUSING COMMUNITIES INC

583 RIVERSIDE DR
NEW YORK,NY10031 		N/A PC General & Unrestricted 17,500

BRONX CHILDRENS MUSEUM

725 EXTERIOR ST 2ND FL
BRONX,NY10451 		N/A PC General & Unrestricted 84,000

BVM CAPACITY BUILDING INSTITUTE INC

3645 MARKETPLACE BLVD STE 130-209
EAST POINT,GA30344 		N/A PC General & Unrestricted 225,000

CALIFORNIA ONECARE EDUCATION FUND

5518 VENTURA CANYON AVE
SHERMAN OAKS,CA91401 		N/A PC Health Justice Monitor project 3,000

CALIFORNIA ONECARE EDUCATION FUND

5518 VENTURA CANYON AVE
SHERMAN OAKS,CA91401 		N/A PC General & Unrestricted 150,000

CALIFORNIA ONECARE EDUCATION FUND

5518 VENTURA CANYON AVE
SHERMAN OAKS,CA91401 		N/A PC Health Justice Monitor project 3,000

CALIFORNIA ONECARE EDUCATION FUND

5518 VENTURA CANYON AVE
SHERMAN OAKS,CA91401 		N/A PC Health Justice Monitor project 2,000

CATSKILL MOUNTAINKEEPER INC

PO BOX 268
HURLEYVILLE,NY12747 		N/A PC General & Unrestricted 2,000

CENTER FOR CARBON REMOVAL

650 MASSACHUSETTS AVE NW STE 600
WASHINGTON,DC20001 		N/A PC General & Unrestricted 17,500

CENTER FOR HEALTH AND DEMOCRACY EDUCATION FUND

614 S 4TH ST NUM 310
PHILADELPHIA,PA19147 		N/A PC General & Unrestricted 20,000

CENTER FOR REPRODUCTIVE RIGHTS INC

199 WATER ST FL 22
NEW YORK,NY10038 		N/A PC General & Unrestricted 140,000

CHILDRENS MUSEUM AND THEATRE OF MAINE

250 THOMPSONS PT
PORTLAND,ME04102 		N/A PC Scholarship fund for low-income visitors to be able to attend 1,000

CHILDRENS MUSEUM OF NORTHERN COLORADO

PO BOX 732
LOVELAND,CO80539 		N/A PC Capital Campaign Fund 25,000

CHILDRENS VILLAGE INC

1 ECHO HILLS
DOBBS FERRY,NY10522 		N/A PC General & Unrestricted 5,000

CHINESE AMERICAN PLANNING COUNCIL INC

45 SUFFOLK ST
NEW YORK,NY10002 		N/A PC General & Unrestricted 15,000

CHURCH OF SAFE INJECTION

PO BOX 11200
PORTLAND,ME04104 		N/A PC General & Unrestricted 1,000

CIRCLE OF HOPE HEALTH CARE SERVICES

712 H ST NE
WASHINGTON,DC20002 		N/A PC General & Unrestricted 60,000

CITIZENS CRIME COMMISSION OF NEW YORK CITY INC

335 MADISON AVE
NEW YORK,NY10017 		N/A PC to support Train, Work, and Forward program 45,000

CITY HARVEST INC

150 52ND ST
BROOKLYN,NY11232 		N/A PC General & Unrestricted 20,000

CITYMEALS-ON-WHEELS

355 LEXINGTON AVE 3RD FL
NEW YORK,NY10017 		N/A PC General & Unrestricted 15,000

CLEAN AIR TASK FORCE INC

809 W RIORDAN RD STE 100-405
FLAGSTAFF,AZ86001 		N/A PC General & Unrestricted 12,500

CLIMATE JUSTICE ALLIANCE

1960A UNIVERSITY AVE
BERKELEY,CA94704 		N/A PC General & Unrestricted 115,000

COALITION FOR THE HOMELESS INC

129 FULTON ST
NEW YORK,NY10038 		N/A PC General & Unrestricted 87,000

COMMUNITY CENTER OF NORTHERN WESTCHESTER INC

84 BEDFORD RD
KATONAH,NY10536 		N/A PC General & Unrestricted 100,000

COMMUNITY CENTER OF NORTHERN WESTCHESTER INC

84 BEDFORD RD
KATONAH,NY10536 		N/A PC Food Pantry 70,000

COMMUNITY HEALTH PROJECT INC

356 W 18TH ST
NEW YORK,NY10011 		N/A PC General & Unrestricted 30,000

CONSERVATION LAW FOUNDATION INC

62 SUMMER ST
BOSTON,MA02110 		N/A PC General & Unrestricted 8,000

CORRECTIONAL ASSOCIATION OF NEW YORK

PO BOX 793
BROOKLYN,NY11207 		N/A PC General & Unrestricted 20,000

COUNCIL ON THE ENVIRONMENT INC

100 GOLD ST STE 3300
NEW YORK,NY10038 		N/A PC General & Unrestricted 200,000

COURAGE CALIFORNIA INSTITUTE

777 S FIGUEROA ST 4050
LOS ANGELES,CA90017 		N/A PC General & Unrestricted 25,000

COURT APPOINTED SPECIAL ADVOCATE INC

3105 E HARMONY RD
FORT COLLINS,CO80528 		N/A PC General & Unrestricted 25,000

DEMOCRACY FORWARD FOUNDATION

PO BOX 34553
WASHINGTON,DC20043 		N/A PC General & Unrestricted 10,000

DESTINATION 39 3 INC

60 ADAMS ST
BEDFORD HILLS,NY10507 		N/A PC General & Unrestricted 2,500

EARTHJUSTICE

50 CALIFORNIA ST SUITE 500
SAN FRANCISCO,CA94111 		N/A PC General & Unrestricted 10,000

EARTHRIGHTS INTERNATIONAL INC

1612 K ST NW STE 800
WASHINGTON,DC20006 		N/A PC General & Unrestricted 100,000

EARTHWISE AWARE INC

50A SPRING ST
SOMERVILLE,MA02143 		N/A PC General & Unrestricted 2,500

ENVIRONMENTAL DEFENSE FUND INCORPORATED

257 PARK AVE S 11TH FL
NEW YORK,NY10010 		N/A PC General & Unrestricted 7,500

ENVIRONMENTAL WORKING GROUP

1250 I ST NW STE 1000
WASHINGTON,DC20005 		N/A PC General & Unrestricted 42,500

EQUAL JUSTICE INITIATIVE

122 COMMERCE ST
MONTGOMERY,AL36104 		N/A PC General & Unrestricted 15,000

ESSEX COUNTY GREENBELT ASSOCIATION

82 EASTERN AVE
ESSEX,MA01929 		N/A PC General & Unrestricted 15,000

FAMILY VIOLENCE PROJECT

83 WESTERN AVE
AUGUSTA,ME04330 		N/A GOV General & Unrestricted 2,000

FEEDING AMERICA

161 N CLARK ST SUITE 700
CHICAGO,IL60601 		N/A PC General & Unrestricted 5,000

FEEDING WESTCHESTER INC

200 CLEARBROOK RD
ELMSFORD,NY10523 		N/A PC General & Unrestricted 70,000

FIRST FRIENDS OF NEW JERSEY AND NEW YORK

53 S HACKENSACK AVE
KEARNY,NJ07032 		N/A PC General & Unrestricted 20,000

FOOD BANK FOR LARIMER COUNTY

5706 WRIGHT DR
LOVELAND,CO80538 		N/A PC General & Unrestricted 45,000

FOOD BANK FOR NEW YORK CITY

39 BROADWAY 10TH FL
NEW YORK,NY10006 		N/A PC General & Unrestricted 85,000

FOOD FOR FREE COMMITTEES INC

59 INNER BELT RD
SOMERVILLLE,MA02143 		N/A PC General & Unrestricted 8,500

FOOD GATHERERS

PO BOX 131037
ANN ARBOR,MI48113 		N/A PC General & Unrestricted 10,000

FOUR DIRECTIONS DEVELOPMENT CORPORATION

20 GODFREY DR
ORONO,ME04473 		N/A PC General & Unrestricted 2,000

FREEDOM FOR IMMIGRANTS

440 N BARRANCA AVE 6382
COVINA,CA91723 		N/A PC Bond Fund 20,000

FREEDOM FOR IMMIGRANTS

440 N BARRANCA AVE 6382
COVINA,CA91723 		N/A PC General & Unrestricted 50,000

FRIENDS OF AMANI US INC

11 S MAIN ST STE 501
CONCORD,NH03301 		N/A PC General & Unrestricted 10,000

FRIENDS OF CASCO BAY

75 W COMMERCIAL ST STE 301
PORTLAND,ME04101 		N/A PC General & Unrestricted 2,500

FRIENDS OF CITY RELIQUARYINCORPORATED

370 METROPOLITAN AVE
BROOKLYN,NY11211 		N/A PC General & Unrestricted 6,321

FRIENDS OF MIDDLESEX FELLS RESERVATION INC

235 W FOSTER ST STE 2
MELROSE,MA02176 		N/A PC General & Unrestricted 7,500

FRIENDS OF THE WINCHESTER PUBLIC LIBRARY INC

80 WASHINGTON ST
WINCHESTER,MA01890 		N/A PC General & Unrestricted 5,000

GAINING GROUND INC

PO BOX 374
CONCORD,MA01742 		N/A PC General & Unrestricted 12,000

GEMMA SERVICES

512 W TOWNSHIP LINE RD
PLYMOUTH MEETING,PA19462 		N/A PC General & Unrestricted 20,000

GETTING OUT AND STAYING OUT INC

PO BOX 1168
NEW YORK,NY10035 		N/A PC General & Unrestricted 10,000

GIVEDIRECTLY INC

CHURCH STREET STA PO BOX 3221
NEW YORK,NY10008 		N/A PC General & Unrestricted 60,000

GLEANERS COMMUNITY FOOD BANK OF SOUTHEASTERN MICHI

2131 BEAUFAIT ST
DETROIT,MI48207 		N/A PC General & Unrestricted 10,000

GODDARD RIVERSIDE COMMUNITY CENTER

593 COLUMBUS AVE
NEW YORK,NY10024 		N/A PC General & Unrestricted 12,500

GOOD SHEPHERD FOOD BANK

3121 HOTEL RD
AUBURN,ME04210 		N/A PC General & Unrestricted 10,000

GRAND TETON NATIONAL PARK FOUNDATION

PO BOX 249
MOOSE,WY83012 		N/A PC General & Unrestricted 1,500

GREENWICH HOUSE INC

27 BARROW ST
NEW YORK,NY10014 		N/A PC General & Unrestricted 9,000

GUIDING EYES FOR THE BLIND INC

611 GRANITE SPRINGS RD
YORKTOWN HTS,NY10598 		N/A PC General & Unrestricted 10,000

GUNSDOWN INC

611 PENNSYLVANIA AVE SE NUM 143
WASHINGTON,DC20003 		N/A PC General & Unrestricted 10,000

HABITAT FOR HUMANITY-NEW YORK INC

111 JOHN ST SUITE 770
NEW YORK,NY10038 		N/A PC Habitat for Humanity NYC and Westchester general support 5,000

HAMILTON-MADISON HOUSE INC

253 S ST 2ND FL
NEW YORK,NY10002 		N/A PC General & Unrestricted 9,000

HANDS ALONG THE NILE DEVELOPMENT SERVICES INC

535B E BRADDOCK RD
ALEXANDRIA,VA22314 		N/A PC General & Unrestricted 8,000

HEART J CENTER FOR EXPERIENTIAL LEARNING AT SYLVAN

PO BOX 2736
LOVELAND,CO80539 		N/A PC to support Renovation of barn at Cow Camp 10,000

HENRY STREET SETTLEMENT

265 HENRY ST
NEW YORK,NY10002 		N/A PC General & Unrestricted 745,000

HENRY STREET SETTLEMENT

265 HENRY ST
NEW YORK,NY10002 		N/A PC Charitable Event 525

HENRY STREET SETTLEMENT

265 HENRY ST
NEW YORK,NY10002 		N/A PC To support Data Systems Administrator Salary 100,000

HIAS INC

PO BOX 97077
WASHINGTON,DC20090 		N/A PC General & Unrestricted 10,000

HOPES DOOR INC

50 BROADWAY STE 01
HAWTHORNE,NY10532 		N/A PC General & Unrestricted 5,000

HUDSON GUILD

441 W 26TH ST
NEW YORK,NY10001 		N/A PC General & Unrestricted 9,000

IMMIGRANT LEGAL ADVOCACY PROJECT

489 CONGRESS ST STE 3
PORTLAND,ME04101 		N/A PC General & Unrestricted 7,000

INNOCENCE PROJECT NEW ORLEANS

4051 ULLOA ST
NEW ORLEANS,LA70119 		N/A PC General & Unrestricted 60,000

INSIGHT HOUSING

2855 TELEGRAPH AVESUITE 601
BERKELEY,CA94705 		N/A PC General & Unrestricted 3,000

INTERNATIONAL RESCUE COMMITTEE INC

PO BOX 6068
ALBERT LEA,MN56007 		N/A PC To support the Rescue.org Help Libya fund 15,000

INTERNATIONAL RESCUE COMMITTEE INC

PO BOX 6068
ALBERT LEA,MN56007 		N/A PC General & Unrestricted 115,000

J STREET EDUCATION FUND INC

PO BOX 66073
WASHINGTON,DC20035 		N/A PC General & Unrestricted 12,000

JACOB BURNS FILM CENTER INC

405 MANVILLE RD 3RD FL
PLEASANTVILLE,NY10570 		N/A PC General & Unrestricted 15,000

JUSTICE IN MOTION INC

PO BOX 160128
BROOKLYN,NY11216 		N/A PC General & Unrestricted 30,000

LAND FOR GOOD INC

PO BOX 625
KEENE,NH03431 		N/A PC General & Unrestricted 5,000

LEHIGH UNIVERSITY

125 GOODMAN DR
BETHLEHEM,PA18015 		N/A PC Louis & Anne Abrons Family Fund 25,000

LENOX HILL HOSPITAL

2000 MARCUS AVE
NEW HYDE PARK,NY11042 		N/A PC to support the Center for Learning and Attention 17,000

LENOX HILL NEIGHBORHOOD HOUSE INC

331 E 70TH ST
NEW YORK,NY10021 		N/A PC General & Unrestricted 12,500

LITERACY VOLUNTEERS ON THE GREEN

PO BOX 366 7 WHITTLESEY AVE
NEW MILFORD,CT06776 		N/A PC General & Unrestricted 1,000

LOVELAND YOUTH GARDENERS

PO BOX 1004
LOVELAND,CO80538 		N/A PC General & Unrestricted 20,000

LOWER EAST SIDE TENEMENT MUSEUM

103 ORCHARD ST 4TH FL
NEW YORK,NY10002 		N/A PC General & Unrestricted 60,000

MAIN STREET COMMUNITY CENTER

5494 STATE RTE 23
WINDHAM,NY12496 		N/A PC General & Unrestricted 100,000

MAINE ACCESS POINTS

51 HARPSWELL RD EAST STE
BRUNSWICK,ME04011 		N/A PC For Supplies & Advocacy 1,000

MAINE APPALACHIAN TRAIL LAND TR

PO BOX 761
PORTLAND,ME04104 		N/A PC General & Unrestricted 2,000

MAINE COALITION TO END DOMESTIC VIOLENCE

PO BOX 5188
AUGUSTA,ME04332 		N/A PC General & Unrestricted 3,000

MAINE FARMLAND TRUST INC

97 MAIN ST
BELFAST,ME04915 		N/A PC General & Unrestricted 2,000

MAINE INSIDE OUT

PO BOX 1062
LEWISTON,ME04243 		N/A PC General & Unrestricted 5,000

MAINE ORGANIC FARMERS & GARDENERS ASSOCIATION

PO BOX 170
UNITY,ME04988 		N/A PC General & Unrestricted 3,000

MAINE SEACOAST MISSION

6 OLD FIREHOUSE LN
NORTHEAST HARBOR,ME04662 		N/A PC General & Unrestricted 3,000

MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION

415 CROSSWAYS PARK DR STE D
WOODBURY,NY11797 		N/A PC General & Unrestricted 5,000

MASSACHUSETTS AUDUBON SOCIETY INC

208 S GREAT RD
LINCOLN,MA01773 		N/A PC General & Unrestricted 5,000

MASSACHUSETTS GENERAL HOSPITAL

125 NASHUA ST STE 540
BOSTON,MA02114 		N/A PC Center for Neuroscience of Psychedelics 2,000

MASSACHUSETTS GENERAL HOSPITAL

125 NASHUA ST STE 540
BOSTON,MA02114 		N/A PC General & Unrestricted 3,000

MEDECINS SANS FRONTIERES USA INC

PO BOX 5030
HAGERSTOWN,MD21741 		N/A PC General & Unrestricted 188,000

MEDICAL EDUCATION COOPERATION WITH CUBA

1714 FRANKLIN ST STE 100282
OAKLAND,CA94612 		N/A PC General & Unrestricted 20,000

MEMORIAL SLOAN-KETTERING CANCER CENTER

PO BOX 27432
NEW YORK,NY10087 		N/A PC General & Unrestricted 1,000

MEMORIAL SLOAN-KETTERING CANCER CENTER

PO BOX 5028
HAGERSTOWN,MD21741 		N/A PC To support the FOOD program 23,000

MILTON ACADEMY

170 CENTRE ST
MILTON,MA02186 		N/A PC In support of The Mountain School, Vershire, VT 4,000

MOHONK PRESERVE INC

PO BOX 715
NEW PALTZ,NY12561 		N/A PC General & Unrestricted 2,500

MOMS ACROSS AMERICA

149 WEAVER BLVD
WEAVERVILLE,NC28787 		N/A PC General & Unrestricted 2,000

MORE THAN WORDS INC

56 FELTON ST
WALTHAM,MA02453 		N/A PC General & Unrestricted 5,000

MOUNT KISCO CHILD CARE CENTER INC

95 RADIO CIR DR
MOUNT KISCO,NY10549 		N/A PC General & Unrestricted 7,500

MOUNT KISCO INTERFAITH FOOD PANTRY INC

300 E MAIN ST
MOUNT KISCO,NY10549 		N/A PC General & Unrestricted 10,000

MOUNTAIN TOP CARES COALITION INC

71 EVERGREEN LN
MAPLECREST,NY12454 		N/A PC General & Unrestricted 25,000

MYSTIC RIVER WATERSHED ASSOCIATION INC

23 MAPLE ST
ARLINGTON,MA02476 		N/A PC General & Unrestricted 5,000

NATIONAL ASIAN PACIFIC AMERICAN WOMENS FORUM

4750 N SHERIDAN
CHICAGO,IL60640 		N/A PC General & Unrestricted 30,000

NATIONAL NETWORK OF ABORTION FUNDS

9450 SW GEMINI DR PMB 16009
BEAVERTON,OR97008 		N/A PC General & Unrestricted 140,000

NATIONAL SAVE THE FAMILY FARM COALITION

110 MARYLAND AVE NE
WASHINGTON,DC20002 		N/A PC General & Unrestricted 48,000

NATIONAL WOMENS HALL OF FAME

1 CANAL ST PO BOX 335
SENECA FALLS,NY13148 		N/A PC Charitable Event 25,000

NATIVE AMERICAN FOOD SOVEREIGNTY ALLIANCE

PO BOX 675
FLAGSTAFF,AZ86002 		N/A PC General & Unrestricted 40,000

NATURAL RESOURCES COUNCIL INC

3 WADE ST
AUGUSTA,ME04330 		N/A PC General & Unrestricted 2,500

NATURAL RESOURCES DEFENSE COUNCIL INC

40 WEST 20TH ST 11TH FLOOR
NEW YORK,NY10011 		N/A PC General & Unrestricted 131,500

NEW ALTERNATIVES FOR CHILDREN INC

825 7TH AVE FLOOR 5
NEW YORK,NY10019 		N/A PC General & Unrestricted 17,500

NEW ISRAEL FUND

6 EAST 39TH ST SUITE 301
NEW YORK,NY10016 		N/A PC General & Unrestricted 30,000

NEW YORK PUBLIC INTEREST RESEARCH GROUP FUND INC

9 MURRAY ST LOWER LEVEL
NEW YORK,NY10007 		N/A PC General & Unrestricted 5,000

NEW YORK PUBLIC RADIO

160 VARICK ST
NEW YORK,NY10013 		N/A PC General & Unrestricted 5,000

NEW YORK-NEW JERSEY TRAIL CONFERENCE INC

600 RAMAPO VALLEY RD
MAHWAH,NJ07430 		N/A PC General & Unrestricted 4,000

NEW YORKERS AGAINST GUN VIOLENCE EDUCATION FUND IN

675 3RD AVE RM 2216
NEW YORK,NY10017 		N/A PC General & Unrestricted 75,000

NOCO HUMANE

3501 E 71ST ST
LOVELAND,CO80538 		N/A PC In support of the Memory Garden and for General Operating Support at the organization's discretion 15,000

NOCO HUMANE

3501 E 71ST ST
LOVELAND,CO80538 		N/A PC In support of the Memory Garden and for General Operating Support at the organization's discretion 10,000

NORTHEAST ORGANIC FARMING ASSOCIATION MASSACHUSETT

PO BOX 60043
FLORENCE,MA01062 		N/A PC General & Unrestricted 3,500

NORTHEAST WILDERNESS TRUST

17 STATE ST
MONTPELIER,VT05602 		N/A PC General & Unrestricted 5,000

NORTHEASTERN MINNESOTANS FOR WILDERNESS

PO BOX 625
ELY,MN55731 		N/A PC General & Unrestricted 5,000

NORTHERN WESTCHESTER HOSPITAL ASSOCIATION

400 EAST MAIN ST
MOUNT KISCO,NY10549 		N/A PC to support Cancer Center and Cardiac Care for Women 50,000

NORTHSIDE CENTER FOR CHILD DEVELOPMENT INC

1301 FIFTH AVE 1ST FLOOR
NEW YORK,NY10029 		N/A PC General & Unrestricted 5,000

OPEN SPACE INSTITUTE INC

1370 BROADWAY 5TH FL
NEW YORK,NY10018 		N/A PC General & Unrestricted 40,000

OUT MAINE

PO BOX 1723
ROCKLAND,ME04841 		N/A PC General & Unrestricted 1,000

PACE UNIVERSITY

78 N BROADWAY
WHITE PLAINS,NY10603 		N/A PC General & Unrestricted 10,000

PALESTINE CHILDRENS RELIEF FUND

PO BOX 861716
LOS ANGELES,CA90086 		N/A PC General & Unrestricted 5,000

PARTNERS IN HEALTH A NONPROFIT CORPORATION

PO BOX 996
FREDERICK,MD21705 		N/A PC General & Unrestricted 80,000

PEOPLE FOR THE AMERICAN WAY FOUNDATION

1101 15TH ST NW STE 600
WASHINGTON,DC20005 		N/A PC General & Unrestricted 98,000

PLANNED PARENTHOOD FEDERATION OF AMERICA INC

123 WILLIAMS ST 10TH FL
NEW YORK,NY10038 		N/A PC General & Unrestricted 20,000

PLANNED PARENTHOOD HUDSON PECONIC INC

570 TAXTER RD STE 250
ELMSFORD,NY10523 		N/A PC General & Unrestricted 25,000

PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS INC

1055 COMMONWEALTH AVE
BOSTON,MA02215 		N/A PC General & Unrestricted 5,000

PLANNED PARENTHOOD OF MICHIGAN

950 VICTORS WAY STE 100
ANN ARBOR,MI48108 		N/A PC General & Unrestricted 30,000

PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND

784 HERCULES DRIVE STE 110
COLCHESTER,VT05446 		N/A PC General & Unrestricted 50,000

PONY POWER THERAPIES INC

1170 RAMAPO VALLEY RD
MAHWAH,NJ07430 		N/A PC General & Unrestricted 10,000

PREBLE STREET

55 PORTLAND ST
PORTLAND,ME04101 		N/A PC to address the housing crisis 25,000

PREBLE STREET

55 PORTLAND ST
PORTLAND,ME04101 		N/A PC General & Unrestricted 70,000

PREVENT CHILD ABUSE AMERICA

33 N DEARBORN ST STE 2300
CHICAGO,IL60602 		N/A PC General & Unrestricted 2,000

PROJECT SELF-SUFFICIENCY OF NORTHERN COLORADO

375 W 37TH ST STE 150
LOVELAND,CO80538 		N/A PC General & Unrestricted 30,000

PROMISE PROJECT INC

121 AVE OF THE AMERICAS FL 6
NEW YORK,NY10013 		N/A PC General & Unrestricted 30,000

PROTECT OUR WINTERS

1919 14TH ST STE 700
BOULDER,CO80302 		N/A PC General & Unrestricted 12,500

PUBLIC POLICY AND EDUCATION FUND OF NEW YORK INC

PO BOX 6517
ALBANY,NY12206 		N/A PC General & Unrestricted 2,000

RAMAPO FOR CHILDREN INC

PO BOX 266
RHINEBECK,NY12572 		N/A PC General & Unrestricted 1,000

REFOUNDRY INC

63 FLUSHING AVE BLDG 212 STE 207
BROOKLYN,NY11205 		N/A PC General & Unrestricted 3,000

REFUGEE & IMMIGRANT CENTER FOR EDUCATION & LEGAL S

PO BOX 786100
SAN ANTONIO,TX78278 		N/A PC General & Unrestricted 5,000

RIPPLEFFECT INC

PO BOX 441
PORTLAND,ME04112 		N/A PC General & Unrestricted 1,000

RIVERKEEPER INC

20 SECOR RD
OSSINING,NY10562 		N/A PC General & Unrestricted 15,000

ROCA INC

101 PARK ST
CHELSEA,MA02150 		N/A PC General & Unrestricted 10,000

ROSIES PLACE INC

889 HARRISON AVE
BOSTON,MA02118 		N/A PC General & Unrestricted 25,000

ROUNDUP RIVER RANCH

8333 COLORADO RIVER RD
GYPSUM,CO81637 		N/A PC General & Unrestricted 18,000

SAN FRANCISCO PLANNING & URBAN RESEARCH ASSN (SP

654 MISSION ST
SAN FRANCISCO,CA94105 		N/A PC General & Unrestricted 10,000

SERVICES & ADVOCACY FOR GAY LESBIAN BISEXUAL & TRA

305 7TH AVE 12TH FL
NEW YORK,NY10001 		N/A PC General & Unrestricted 20,000

SONGWRITINGWITH INC

632 FOGG ST 8
NASHVILLE,TN37203 		N/A PC General & Unrestricted 7,500

SOS COMMUNITY SERVICES

101 S HURON ST
YPSILANTI,MI48197 		N/A PC General & Unrestricted 15,000

SOUTHERN POVERTY LAW CENTER INC

400 WASHINGTON AVE
MONTGOMERY,AL36104 		N/A PC General & Unrestricted 5,000

SPOONFULS INC

189 WELLS AVE STE 100
NEWTON,MA02459 		N/A PC General & Unrestricted 5,000

ST LUKES FOUNDATION INC

377 N WILTON RD
NEW CANAAN,CT06840 		N/A PC Social Justice Design-Based Learning Endowed Fund 25,000

STANLEY M ISAACS NEIGHBORHOOD CENTER

415 E 93RD ST
NEW YORK,NY10128 		N/A PC General & Unrestricted 12,500

STATE VOICES

1616 P ST NW STE 220
WASHINGTON,DC20036 		N/A PC General & Unrestricted 220,000

STEEP ROCK ASSOCIATION INC

PO BOX 279
WASHINGTON DEPOT,CT06794 		N/A PC General & Unrestricted 5,000

STOMP OUT BULLYING CORP

220 E 57TH ST 9-FL STE G
NEW YORK,NY10022 		N/A PC General & Unrestricted 1,000

SUPERIOR HIKING TRAIL ASSOCIATION

PO BOX 315
TWO HARBORS,MN55616 		N/A PC General & Unrestricted 2,500

TELLING ROOM

225 COMMERCIAL ST STE 201
PORTLAND,ME04101 		N/A PC General & Unrestricted 1,000

TEMPLE SHAARAY TEFILA OF WESTCHESTER

89 BALDWIN RD
BEDFORD CORS,NY10549 		N/A PC to purchase additional security measures 10,475

TEMPLE SHAARAY TEFILA OF WESTCHESTER

89 BALDWIN RD
BEDFORD CORS,NY10549 		N/A PC to support Teen Center programming 150,000

THE NEW SCHOOL

79 FIFTH AVE 17TH FLOOR
NEW YORK,NY10003 		N/A PC Equity for Children fund 4,000

THE ALAMEDA COUNTY COMMUNITY FOOD BANK INC

PO BOX 2599
OAKLAND,CA94614 		N/A PC General & Unrestricted 10,000

THE CHILDRENS HEALTH FUND

475 RIVERSIDE DR STE 630
NEW YORK,NY10115 		N/A PC General & Unrestricted 40,000

THE COMMUNITY KITCHEN

PO BOX 3033
LOVELAND,CO80539 		N/A PC General & Unrestricted 25,000

THE JEWISH COMMUNITY CENTER IN MANHATTAN INC

334 AMSTERDAM AVE
NEW YORK,NY10023 		N/A PC to support the literacy program 50,000

THE LEGAL AID SOCIETY OF WESTCHESTER COUNTY

150 GRAND ST SUITE 100
WHITE PLAINS,NY10601 		N/A PC to support DEIB programming 5,000

THE NETWORK FOR SOCIAL JUSTICE INC

PO BOX 346
WINCHESTER,MA01890 		N/A PC General & Unrestricted 1,500

THE NEW YORK PUBLIC LIBRARY ASTOR LENOX AND TILDEN

270 MADISON AVE 12TH FL
NEW YORK,NY10016 		N/A PC to support after-school programs 1,000

TOMPKINS CORNERS CULTURAL CENTER INC

729 PEEKSKILL HOLLOW RD
PUTNAM VALLEY,NY10579 		N/A PC General & Unrestricted 5,000

TRUST WOMEN FOUNDATION INC

5107 E KELLOGG DR
WICHITA,KS67218 		N/A PC General & Unrestricted 60,000

TRUSTEES FOR ALASKA

1026 W 4TH AVE SUITE 201
ANCHORAGE,AK99501 		N/A PC General & Unrestricted 12,500

TRUSTEES OF RESERVATIONS

200 HIGH ST 4TH FL
BOSTON,MA02110 		N/A PC General & Unrestricted 7,500

TRUSTEES OF TUFTS COLLEGE

80 GEORGE ST
MEDFORD,MA02155 		N/A PC New Entry Sustainable Farming Project: Food Hub 20,000

UNION SETTLEMENT ASSOC

237 E 104TH ST
NEW YORK,NY10029 		N/A PC General & Unrestricted 15,000

UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTH

PO BOX 4227
NEW YORK,NY10261 		N/A PC to support the Westchester division of UJA 50,000

UNITED NEIGHBORHOOD HOUSES OF NEW YORK INC

45 BROADWAY 22ND FL
NEW YORK,NY10006 		N/A PC General & Unrestricted 24,000

UNITED STATES FUND FOR UNICEF

125 MAIDEN LN 10TH FLR
NEW YORK,NY10038 		N/A PC General & Unrestricted 65,000

UNITED WAY OF LARIMER COUNTY INC

525 W OAK ST STE 101
FORT COLLINS,CO80521 		N/A PC Loveland Youth Campus 20,000

UNITED WAY OF LARIMER COUNTY INC

525 W OAK ST STE 101
FORT COLLINS,CO80521 		N/A PC to support the Reading Corp Program 22,000

UNIVERSITY OF MAINE SCHOOL OF LAW FOUNDATION

246 DEERING AVE
PORTLAND,ME04102 		N/A PC to support Center for Youth Policy and Law 25,000

UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK

184 ELDRIDGE ST 3RD FL
NEW YORK,NY10002 		N/A PC General & Unrestricted 21,000

UNIVERSITY SYSTEM OF NEW HAMPSHIRE

5 CHENELL DR STE 301
CONCORD,NH03301 		N/A PC SAARA Initiative at the Crimes against Children Research Center (CCRC) 168,500

UNIVERSITY SYSTEM OF NEW HAMPSHIRE

5 CHENELL DR STE 301
CONCORD,NH03301 		N/A PC SAARA Initiative at the Crimes against Children Research Center (CCRC) 110,000

VOTINGWORKS

548 MARKET ST STE 53001
SAN FRANCISCO,CA94104 		N/A PC General & Unrestricted 100,000

WABANAKI YOUTH IN SCIENCE

PO BOX 215
OLD TOWN,ME04468 		N/A PC General & Unrestricted 2,000

WASHINGTON FRIENDS OF MUSIC INC

PO BOX 1226
WASHINGTON,CT06793 		N/A PC General & Unrestricted 340

WESTCHESTER LAND TRUST INC

403 HARRIS RD
BEDFORD HILLS,NY10507 		N/A PC General & Unrestricted 41,000

WILDLANDS TRUST INC

675 LONG POND RD
PLYMOUTH,MA02360 		N/A PC General & Unrestricted 5,000

WINCHESTER HOSPITAL FOUNDATION INC

41 HIGHLAND AVE
WINCHESTER,MA01890 		N/A PC Healthcare Heroes Fund 5,000

WNET

825 8TH AVENUE
NEW YORK,NY10019 		N/A PC General & Unrestricted 20,000

WOMENS LUNCH PLACE INC

PO BOX 170900
BOSTON,MA02117 		N/A PC General & Unrestricted 5,000

WORLD CENTRAL KITCHEN INCORPORATED

200 MASSACHUSETTS AVE NW 7TH FL
WASHINGTON,DC20001 		N/A PC General & Unrestricted 25,000

WRIGHT LOCKE FARM CONSERVANCY INC

82 RIDGE ST
WINCHESTER,MA01890 		N/A PC General & Unrestricted 20,000

YESHIVA UNIVERSITY

2495 AMSTERDAM AVE
NEW YORK,NY10033 		N/A PC Ferkauf Graduate School Diversity Scholarship Fund 20,000

YOUTH REPRESENT INC

11 PARK PLACE STE 1512
NEW YORK,NY10007 		N/A PC General & Unrestricted 47,000
Total .................................right arrow 3a 7,703,161
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 ........... 		    14 136,389  
4 Dividends and interest from securities ....     14 992,556  
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 4,201,541  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aK-1 Inc/Loss 		    14 1,408,760  
bCLASS ACTION LAWSUIT PROCEEDS     01 196  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   6,739,442  
13Total. Add line 12, columns (b), (d), and (e)..................
13
6,739,442
(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

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

TY 2023 DepreciationSchedule
Name:
Louis and Anne Abrons Foundation Inc
EIN:
13-6061329
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 GeneralExplanationAttachment
Name:
Louis and Anne Abrons Foundation Inc
EIN:
13-6061329
Identifier Return Reference Explanation
Form 926 form 926 The Foundation has prepared this form to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information.
Form 8865 form 8865 The Foundation has prepared this form to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information.
FORM 990-PF FORM 990-PF One or more partnerships have provided a Schedule K-3 for the tax year in which they have checked one or more of the boxes in Part I but not provided sufficient back-up information to allow the Foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information.

TY 2023 InvestmentsCorpBondsSchedule
Name:
Louis and Anne Abrons Foundation Inc
EIN:
13-6061329
Name of Bond End of Year Book Value End of Year Fair Market Value
FEDL HOME - 5.509% - 06/25/205 129,705 126,729
FEDL NATL MTG - 4.000% - 09/25 406,667 474,739
GOVT NATL MTG - 4.500% - 09/20 404,598 438,643
REGAL COMMUNICATIONS - 10.000% 233,397  

TY 2023 InvestmentsCorpStockSchedule
Name:
Louis and Anne Abrons Foundation Inc
EIN:
13-6061329
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS 204,156 268,571
ACCENTURE PLC 163,509 316,872
ADOBE SYSTEMS, INC 298,876 493,985
AET AND D HOLD NON VOTING SHS    
AIRBNB 334,642 304,001
ALIGN TECHNOLOGY, INC 53,976 72,336
ALPHABET INC CL A 195,043 558,760
ALPHABET INC CL C 509,252 883,630
AMAZON COM 1,242,893 1,510,738
AMERICAN EXPRESS CO 73,220 93,670
AMETEK INC 562,031 593,604
AMPHENOL CORPORATION 372,966 434,289
ANALOG DEVICES INC 185,995 198,560
APPLE INC 66,936 539,084
ARMSTRONG WORLD INDU 146,095 184,547
AUTODESK, INC 248,481 250,297
AVANTOR HOLDINGS INC 222,481 246,564
AXALTA COATING SYSTEMS LTD 201,628 247,981
BANK OF AMERICA CORP 459,927 410,774
BAXTER INTERNATIONAL INC 451,063 413,662
BERKLEY W R CP 420,929 456,144
BERKSHIRE HATHAWAY INC. CLASS 378,602 422,642
BROADCOM INC 168,965 558,125
CANADIAN NATL RAILWAY CO 208,137 219,853
CANADIAN PACIFIC RAILWAY LTD 599,234 614,692
CARNIVAL CORP 53,874 64,890
CARRIER GLOBAL 182,560 229,800
CARTER'S INC 323,036 337,005
COPART INC 373,936 384,699
CORNING INC 472,159 414,120
DEVON ENERGY CORPORATION 234,513 258,210
DOW INC 118,442 109,680
EATON CORP PLC 245,044 361,230
ELANCO ANIMAL HEALTH INCORPORA 312,312 412,730
ELI LILLY & CO 76,059 74,614
ENPHASE ENERGY ORD SHS 165,451 132,140
EPAM SYSTEMS INC 335,936 365,134
EQUITY COMMONWEALTH 124,459 122,880
EXXON MOBIL CORP 104,248 109,978
GARTNER INC 67,610 186,760
GE HEALTHCARE TECHNOLOGIES INC 263,784 266,754
GENERAL MOTORS 321,224 269,400
GOOSEHEAD INSURANCE INC 188,206 380,971
GRACO INC 309,896 337,236
GRAPHIC PACKAGING CORP COM STK 351,607 411,655
HEICO CP CL A 472,985 494,837
HINGHAM INSTITUTION FOR SAVING 188,730 202,370
IDEX CP 519,552 529,748
INFINERA CORPORATION 149,804 123,500
INT'L FLAVORS & FRAGRANCES INC 192,571 123,479
INTERACTIVE BROKERS GROUP, INC 97,148 123,853
JOHNSON CONTROLS INTERNATIONAL 185,606 198,282
KINSALE CAPITAL GROUP INC 476,325 468,874
LINDE PLC COM 559,320 591,012
LIONS GATE ENTERTAINMENT CORP 344,263 411,676
LIVENT CORPORATION 141,051 120,466
MAINGATE MLP FUND CL I 4,921,521 5,712,739
MARKETAXESS HOLDINGS, INC 132,773 157,260
MARSH AND MCLENNAN COMPANIES I 173,998 189,470
MASTERCARD INC 283,907 385,565
MICRON TECHNOLOGY 306,734 418,166
MICROSOFT CORP 586,432 1,389,843
MOHAWK INDS INC 367,240 339,998
NETFLIX INC 283,960 408,492
NIKE INC-CL B 94,101 135,495
NOVO NORDISK A S 150,031 163,865
ON HOLDING ORD SHS CLASS A 52,645 45,849
PAYLOCITY CORP 231,224 239,197
PAYPAL HOLDINGS, INC 358,755 281,319
PROGYNY ORD SHS 559,757 449,209
PROLOGIS 239,205 266,600
R L I CP 683,937 678,246
RBC BEARINGS INCORPORATED 368,815 486,022
REGIONS FINANCIAL CORP 119,345 106,590
REPAY HOLDINGS CORPORATION 219,646 184,285
SALESFORCE.COM 557,131 805,998
SENSATA TECHNOLOGIES HOLDINGS 429,348 413,270
SERVICE NOW 321,536 559,540
SIMPSON MANUFACTURING CO INC 213,364 324,687
SS&C TECHNOLOGIES INC 361,871 417,076
STRYKER CORPORATION 253,064 329,406
T. ROWE PRICE GROUP 96,115 107,690
TAIWAN SEMICONDUCTOR MFG CO LT 111,461 239,200
TECNOGLASS INC 134,173 143,392
TELEDYNE TECH INC 562,105 615,880
THE COCA-COLA CO 189,225 176,790
THE ENSIGN GROUP, INC 238,094 326,868
THERMO FISHER SCIENTIFIC INC 388,391 423,040
TOPGOLF CALLAWAY BRANDS CORP 393,021 368,180
UNITEDHEALTH GROUP INC 181,684 265,867
URBAN OUTFITTERS, INC 74,731 110,639
VISA INC 480,465 627,183
VOLKSWAGEN AG 110,535 90,860
WAL-MART STORES INC 229,945 315,300
WALT DISNEY HOLDINGS CO 407,568 327,301
WORKDAY INC 157,233 186,893
XOMETRY INC 294,705 527,913
ZIMMER BIOMET HOLDINGS 372,768 411,955
ZOETIS INC 202,275 550,860

TY 2023 InvestmentsGovtObligationsSch
Name:
Louis and Anne Abrons Foundation Inc
EIN:
13-6061329
US Government Securities - End of Year Book Value:

6,013,694
US Government Securities - End of Year Fair Market Value:

5,953,886
State & Local Government Securities - End of Year Book Value:


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


 


TY 2023 InvestmentsOtherSchedule2
Name:
Louis and Anne Abrons Foundation Inc
EIN:
13-6061329
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AIR U.S. LIFE FUND IV, L.P   3,011,862 3,257,806
ASM CONNAUGHT HOUSE FUND III,   2,750,000 3,286,651
BOND CAPITAL FUND, LP   1,248,706 2,045,865
BOND II, L.P   2,083,011 1,968,255
BOND III, L.P.   199,221 212,466
COLCHIS INCOME FUND, LTD   67,343 341,470
COURAGE MUSIC ROYALTY FUND, L.   1,396,886 2,997,335
DALTON INVESTMENTS TRUST SERIE   3,763,433 4,915,781
DG VALUE PARTNERS II OFFSHORE   3,000,000 3,012,234
ECHO STREET GOODCO SELECT II L   27,091 17,691
FORESITE CAPITAL FUND V, L.P   639,324 750,003
FORESITE CAPITAL FUND VI, LP   166,906 194,894
FORESITE CAPITAL OPPORTUNITY F   161,711 181,629
FUNDSMITH EQUITY FUND, L.P   2,859,831 5,605,689
GQG PARTNERS INT'L EQUITY FD L   4,896,692 6,099,380
INDIA ACORN FUND (CAYMAN) LTD   2,237,330 4,874,662
INDIA ACORN FUND (CAYMAN) LTD   306,410 596,806
INNOVATION ENDEAVORS IV LP   620,988 674,674
LIGHTHOUSE INDIA FUND III, LIM   2,249,668 3,421,959
LIGHTHOUSE INDIA FUND IV, LIMI   17,014 564
MGG SF EVERGREEN UNLEVERED FUN   6,757,436 6,408,350
NEW GENERATION TURNAOUND FUND   788,614 289,518
NEW SILK ROAD SEA FUND LTD CLA   1,700,000 1,346,510
NOAL SCSP (FKA NOVALPINA CPTL   1,864,822 1,163,918
NOVALIS LIFESCIENCES INVESTMEN   906,673 917,407
OLEA SPECIAL OPPS OFFSHORE FD     464,414
ORCHARD LIQUID CREDIT FUND   3,154,550 2,676,202
THE OVERLOOK PARTNERS FUND L.P   3,196,392 3,424,663
THIRD POINT OFFSHORE FUND, LTD   2,244,850 3,645,117
THIRD POINT STRUCTURED CREDIT   5,499,999 6,278,353
WARBURG PINCUS GG XIV (E&P)-2,   32,389 32,467
WARBURG PINCUS GLOBAL GROWTH (   95,468 99,998
WARBURG PINCUS GLOBAL GROWTH X   299,808 354,995
WARBURG PINCUS GLOBAL GROWTH,   1,339,655 1,929,553
WARBURG PINCUS PRIVATE EQUITY   307,956 176,719
WARBURG PINCUS PRIVATE EQUITY   32,995 46,069
WARBURG PINCUS PRIVATE EQUITY   170 1
WARBURG PINCUS PRIVATE EQUITY   1,073,872 1,681,241
WARBURG PINCUS XII CALLISTO (C   668,459 2,186,267
WF ASIAN SMALLER COMPANIES FUN   500,000 357,837
WF ASIAN SMALLER COMPANIES FUN   500,000 519,804
WF ASIAN SMALLER COMPANIES FUN   3,170,896 2,085,159
WP GG EUROPA (CAYMAN-B), L.P   844,950 1,645,501
WP GG XIV CALLISTO (CAYMAN-A),   17,500 137,465
YORK CREDIT OPP UNIT TRUST   708,209 478,802
YORK DISTRESSED ASSET FUND III   2,124,352 2,521,434
YORK DISTRESSED ASSET FUND IV   2,632,711 3,312,761
YORK EUROPEAN DISTRESSED CREDI   429,309 1,162,018

TY 2023 OtherExpensesSchedule
Name:
Louis and Anne Abrons Foundation Inc
EIN:
13-6061329
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 97,990     97,990
Bank Charges 4,966 4,966    
Foundation Dues & Memberships 815     815
Indemnification Insurance 2,250     2,250
REGISTERED AGENT FEE 129     129
STATE OR LOCAL FILING FEES 1,500     1,500
K-1 EXP AIR U.S. LIFE FUND IV, 145,840 145,840    
K-1 Exp BOND CAPITAL FUND, LP 31,417 31,417    
K-1 Exp BOND II, L.P 52,903 52,903    
K-1 Exp BOND III, L.P. 31,000 31,000    
K-1 Exp COURAGE MUSIC ROYALTY 279,320 279,242    
K-1 Exp DALTON INVESTMENTS TRU 71,344 71,344    
K-1 Exp ECHO STREET GOODCO SEL 65,584 65,584    
K-1 Exp FORESITE CAPITAL FUND 16,602 16,602    
K-1 Exp FORESITE CAPITAL FUND 20,198 20,198    
K-1 Exp FORESITE CAPITAL OPPOR 1,419 1,419    
K-1 Exp FUNDSMITH EQUITY FUND, 63,483 63,483    
K-1 Exp GQG PARTNERS INT'L EQU 62,467 62,467    
K-1 Exp INNOVATION ENDEAVORS I 38,768 38,768    
K-1 Exp LIGHTHOUSE INDIA FUND 88,092 88,092    
K-1 Exp LIGHTHOUSE INDIA FUND 31,222 31,222    
K-1 Exp NEW GENERATION TURNAOU 6,938 6,938    
K-1 Exp NOAL SCSP (FKA NOVALPI 89,443 89,443    
K-1 Exp NOVALIS LIFESCIENCES I 34,381 34,381    
K-1 Exp THE OVERLOOK PARTNERS 47,007 47,007    
K-1 Exp WARBURG PINCUS GG XIV 246 246    
K-1 Exp WARBURG PINCUS GLOBAL 625 625    
K-1 Exp WARBURG PINCUS GLOBAL 34,740 34,738    
K-1 Exp WARBURG PINCUS GLOBAL 31,205 31,199    
K-1 Exp WARBURG PINCUS PRIVATE 391 391    
K-1 Exp WARBURG PINCUS PRIVATE 70 70    
K-1 Exp WARBURG PINCUS PRIVATE 63 63    
K-1 Exp WARBURG PINCUS PRIVATE 24,302 24,279    


TY 2023 OtherIncomeSchedule2
Name:
Louis and Anne Abrons Foundation Inc
EIN:
13-6061329
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 Inc/Loss AIR U.S. LIFE FUND IV, L.P 115 115  
K-1 Inc/Loss BOND CAPITAL FUND, LP 790 790  
K-1 Inc/Loss BOND II, L.P 71 71  
K-1 Inc/Loss BOND III, L.P. 31 31  
K-1 Inc/Loss COURAGE MUSIC ROYALTY FUND, L.P 280,361 280,361  
K-1 Inc/Loss DALTON INVESTMENTS TRUST SERIES B 70,839 70,839  
K-1 Inc/Loss ECHO STREET GOODCO SELECT II LP 79,259 79,259  
K-1 Inc/Loss FORESITE CAPITAL FUND V, L.P 1,316 1,316  
K-1 Inc/Loss FORESITE CAPITAL FUND VI, LP 349 349  
K-1 Inc/Loss FORESITE CAPITAL OPPORTUNITY FUND V, 202 202  
K-1 Inc/Loss FUNDSMITH EQUITY FUND, L.P 80,731 80,731  
K-1 Inc/Loss GQG PARTNERS INT'L EQUITY FD LLC 230,863 230,863  
K-1 Inc/Loss INNOVATION ENDEAVORS IV LP 941 941  
K-1 Inc/Loss LIGHTHOUSE INDIA FUND III, LIMITED 2,920 2,920  
K-1 Inc/Loss MGG SF EVERGREEN UNLEVERED FUND LP 507,294 507,294  
K-1 Inc/Loss NEW GENERATION TURNAOUND FUND (DELAW 14,830 14,830  
K-1 Inc/Loss NOAL SCSP (FKA NOVALPINA CPTL PTNS I 11,047 11,047  
K-1 Inc/Loss NOVALIS LIFESCIENCES INVESTMENTS II, 1,925 1,925  
K-1 Inc/Loss THE OVERLOOK PARTNERS FUND L.P 99,585 99,585  
K-1 Inc/Loss WARBURG PINCUS GG XIV (E&P)-2, L.P 1,786 1,786  
K-1 Inc/Loss WARBURG PINCUS GLOBAL GROWTH (E&P)-2 1,511 1,511  
K-1 Inc/Loss WARBURG PINCUS GLOBAL GROWTH XIV, L. 2,744 2,744  
K-1 Inc/Loss WARBURG PINCUS GLOBAL GROWTH, LP 168 168  
K-1 Inc/Loss WARBURG PINCUS PRIVATE EQUITY (E&P) 10,813 7,382  
K-1 Inc/Loss WARBURG PINCUS PRIVATE EQUITY (E&P) 5,950 5,950  
K-1 Inc/Loss WARBURG PINCUS PRIVATE EQUITY XII (I 38 38  
K-1 Inc/Loss WARBURG PINCUS PRIVATE EQUITY XII, L 2,281 2,281  
Class Action Lawsuit Proceeds 196 196  


TY 2023 OtherLiabilitiesSchedule
Name:
Louis and Anne Abrons Foundation Inc
EIN:
13-6061329
Description Beginning of Year - Book Value End of Year - Book Value
OUTSTANDING OPTIONS 27,037 0


TY 2023 OtherProfessionalFeesSchedule
Name:
Louis and Anne Abrons Foundation Inc
EIN:
13-6061329
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 856,297 856,297    
Philanthropic Consulting Srvcs 105,900     105,900


TY 2023 TaxesSchedule
Name:
Louis and Anne Abrons Foundation Inc
EIN:
13-6061329
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2023 32,400      
Foreign Tax Paid 1,251 1,251