TY 2023 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go 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 JOYCE L WOLF FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)234 TOWER ROAD
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
LINCOLN, MA01773

A Employer identification number

87-6718183

B Telephone number (see instructions)

(781) 558-5432

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$4,795,939J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	83,720		82,090
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		-133,012
b	Gross sales price for all assets on line 6a 1,286,709
7	Capital gain net income (from Part IV, line 2)...			0
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	-49,292		82,090
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	7,613	3,807	3,806
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	15,618	15,618	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	2,483	2,383	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	25,714		21,808	3,806
25	Contributions, gifts, grants paid.......	268,500			268,500
26	Total expenses and disbursements. Add lines 24 and 25	294,214		21,808	272,306
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-343,506
b	Net investment income (if negative, enter -0-)			60,282
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	4,762,095	809	809
	2	Savings and temporary cash investments.........		122,336	122,336
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	0	List of Attached Documents: // Content 631,834	631,834
	b	Investments—corporate stock (attach schedule).......	0	List of Attached Documents: // Content 2,804,343	2,804,343
	c	Investments—corporate bonds (attach schedule).......	0	List of Attached Documents: // Content 1,136,406	1,136,406
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	0	List of Attached Documents: // Content 100,211	100,211
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	4,762,095	4,795,939	4,795,939
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	0	0
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	4,762,095	4,795,939
	29	Total net assets or fund balances (see instructions).....	4,762,095	4,795,939
	30	Total liabilities and net assets/fund balances (see instructions).	4,762,095	4,795,939

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

4,762,095

Enter amount from Part I, line 27a .....................

-343,506

Other increases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

377,350

Add lines 1, 2, and 3 ..........................

4,795,939

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

4,795,939

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
1 a	PUBLICLY TRADED SECURITIES	P
b	CAPITAL GAIN DISTRIBUTIONS	P
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	1,286,643	1,416,637	-129,994
b	66		66
c
d
e

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			-129,994
b			66
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	-129,928
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 ...................		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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	838
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	838
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	838
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	92
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ..........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	92
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	746
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax	Refunded	11

Form 990-PF (2023)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

JULIE A WOLF Telephone no. right arrow

(781) 257-5272

Located at right arrow

234 TOWER ROADLINCOLNMA ZIP+4 right arrow

01773

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2023)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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
JULIE A WOLF	TRUSTEE 0.50	0	0	0
234 TOWER ROAD LINCOLN,MA01773	TRUSTEE 0.50	0	0	0
SCOTT WOLF	TRUSTEE 0.50	0	0	0
234 TOWER ROAD LINCOLN,MA01773	TRUSTEE 0.50	0	0	0
BRIAN D BIXBY	TRUSTEE 0.50	0	0	0
234 TOWER ROAD LINCOLN,MA01773	TRUSTEE 0.50	0	0	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

Form 990-PF (2023)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. right 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)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

3,921,235

Average of monthly cash balances.......................

823,658

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

4,744,893

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

4,744,893

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

71,173

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

4,673,720

Minimum investment return. Enter 5% (0.05) of line 5................

233,686

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.)

Minimum investment return from Part IX, line 6..................

233,686

Tax on investment income for 2022 from Part V, line 5.......

838

Income tax for 2022. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

838

Distributable amount before adjustments. Subtract line 2c from line 1............

232,848

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

232,848

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

232,848

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

272,306

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

272,306

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					232,848
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......	228,736
f Total of lines 3a through e ........		228,736
4Qualifying distributions for 2023 from Part
XI, line 4: $ 272,306
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.....					232,848
e Remaining amount distributed out of corpus		39,458
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		268,194
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 ......		268,194
10 Analysis of line 9:
a Excess from 2019....
b Excess from 2020....
c Excess from 2021....
d Excess from 2022....	228,736
e Excess from 2023....	39,458

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 4942(j)(3) or4942(j)(5)

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	(e) Total

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
BETH ISRAEL LAHEY HEALTH AND BETH ISRAEL DEACONESS 20 UNIVERSITY RD STE 700 CAMBRIDGE,MA02138		PC	CHARITABLE OPERATIONS	42,000
BRIGHAM AND WOMEN'S HOSPITAL INC 399 REVOLUTION DR SOMERVILLE,MA02145		PC	CHARITABLE OPERATIONS	70,000
FOUNDATION OF THE NATIONAL STUDENT NURSES' ASSOCIATION 45 MAIN STREET 606 BROOKLYN,NY11201		PC	CHARITABLE OPERATIONS	38,500
CEDARS-SINAI HOSPITAL 8700 BEVERLY BLVD WEST HOLLYWOOD,CA90048		PC	CHARITABLE OPERATIONS	58,000
VISTA DEL MAR CHILD AND FAMILY SERVICES 3200 MOTOR AVE LOS ANGELES,CA90034		PC	CHARITABLE OPERATIONS	15,000
VENICE FAMILY CLINIC 604 ROSE AVENUE VENICE,CA90291		PC	CHARITABLE OPERATIONS	15,000
HOLLYWOOD-SUNSET FREE CLINIC 3324 W SUNSET BOULEVARD LOS ANGELES,CA90026		PC	CHARITABLE OPERATIONS	15,000
COMPTON GIRLS CLUB 650 E 135TH ST LOS ANGELES,CA90059		PC	CHARITABLE OPERATIONS	15,000
Total ................................. 3a				268,500

bApproved for future payment

Total ................................. 3b				0

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	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....			14	83,720
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	-133,012
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		0		-49,292	0

13Total. Add line 12, columns (b), (d), and (e)..................

-49,292

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2023)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2023 AccountingFeesSchedule

Name:

THE JOYCE L WOLF FOUNDATION

EIN:

87-6718183

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	7,613	3,807		3,806

- TIN:

TY 2023 InvestmentsCorpBondsSchedule

Name:

THE JOYCE L WOLF FOUNDATION

EIN:

87-6718183

Name of Bond	End of Year Book Value	End of Year Fair Market Value
AMERICAN EXPRESS 12000 SHARES	10,230	10,230
BNY MELLON INVES 13000 SHARES	11,245	11,245
GOLDMAN SACHS INT 10000 SHARES	9,752	9,752
CHARTER COMMUNI 10000 SHARES	9,904	9,904
AIR LEASE CORP 11000 SHARES	10,108	10,108
AMERICAN TOWER C 12000 SHARES	10,943	10,943
TEVA PHARMACEUT 12000 SHARES	11,100	11,100
ARCONIC INC 10000 SHARES	10,250	10,250
AECOM 10000 SHARES	9,900	9,900
NAVIENT CORP 11000 SHARES	10,615	10,615
ORACLE CORP 11000 SHARES	10,369	10,369
CLEVELAND-CLIFF 8000 SHARES	7,950	7,950
NRG ENERGY INC 11000 SHARES	10,876	10,876
GENERAL MOTORS FI 10000 SHARES	10,225	10,225
MCDONALD'S CORP 10000 SHARES	10,166	10,166
FISERV, INC. 10000 SHARES	9,782	9,782
NETFLIX, INC. 9000 SHARES	9,506	9,506
CROWDSTRIKE HLDGS I 11000 SHARES	9,914	9,914
CROWN CASTLE INC. 11000 SHARES	10,549	10,549
U.S. BANCORP VAR 10000 SHARES	10,276	10,276
OLIN CORP 10000 SHARES	9,838	9,838
CHENIERE ENERGY P 11000 SHARES	10,519	10,519
COMMONSPIRIT HE 11000 SHARES	10,054	10,054
DELL INTERNTNL LL 10000 SHARES	10,258	10,258
DIAMONDBACK ENERG 11000 SHARES	10,215	10,215
MORGAN STANLEY VAR 10000 SHARES	9,751	9,751
THE KRAFT HEINZ 11000 SHARES	10,504	10,504
WALGREENS BOOTS A 8000 SHARES	7,040	7,040
CAMPBELL SOUP C 12000 SHARES	10,422	10,422
THE BOEING CO 10000 SHARES	10,173	10,173
FREEPORT-MCMOR A 11000 SHARES	10,629	10,629
BALL CORP 15000 SHARES	12,825	12,825
HCA HEALTHCARE, I 11000 SHARES	9,969	9,969
WELLS FARGO & CO VAR 12000 SHARES	10,661	10,661
CELANESE US HOLD 10000 SHARES	10,594	10,594
UNITED RENTALS 14000 SHARES	12,688	12,688
OCCIDENTAL PETR 9000 SHARES	10,249	10,249
SONOCO PRODUCTS 12000 SHARES	10,233	10,233
ENERGY TRANSFER 10000 SHARES	10,851	10,851
PNC FINL SVCS GRO VAR 10000 SHARES	9,765	9,765
AT&T INC. 9000 SHARES	9,280	9,280
JPMORGAN CHASE & VAR 13000 SHARES	10,022	10,022
BANK OF AMERICA C VAR 13000 SHARES	11,442	11,442
MICROSOFT CORP 15000 SHARES	10,242	10,242
VERIZON COMMUNIC 15000 SHARES	11,599	11,599
NJ ECON DEV AUT 9000 SHARES	9,725	9,725
LOS ANGELES CA U 15000 SHARES	15,924	15,924
CALIFORNIA ST 15000 SHARES	18,939	18,939
MIAMI-DADE CN FL 20000 SHARES	18,159	18,159
FNMA PL BM3938 76000 SHARES	23,893	23,893
FHLMC RC1546 41000 SHARES	21,564	21,564
FHLMC ZS9776 49000 SHARES	10,833	10,833
FNMA PL CA8234 47000 SHARES	29,315	29,315
FNMA PL FS2050 11000 SHARES	8,549	8,549
FNMA PL CB3596 105000 SHARES	85,823	85,823
FHLMC SD1818 74000 SHARES	65,292	65,292
FNMA PL FS3698 11000 SHARES	10,158	10,158
FNMA PL FS3686 28000 SHARES	25,729	25,729
FHLMC SD2319 63000 SHARES	57,547	57,547
FHLMC RA9270 29000 SHARES	28,041	28,041
AMERICAN EXPRESS 15000 SHARES	12,788	12,788
BANK OF AMERICA C 10000 SHARES	9,970	9,970
BANK OF AMERICA C 19000 SHARES	19,048	19,048
BNY MELLON INVEST 27000 SHARES	25,279	25,279
CITIGROUP INC 27000 SHARES	26,595	26,595
GOLDMAN SACHS INT 19000 SHARES	18,501	18,501
GOLDMAN SACHS INT 9000 SHARES	8,415	8,415
JPMORGAN CHASE 29000 SHARES	28,971	28,971
METLIFE, INC. 9000 SHARES	8,538	8,538
MORGAN STANLEY 16000 SHARES	15,220	15,220
TRUIST FINL CORP 19000 SHARES	18,097	18,097
U.S. BANCORP 14000 SHARES	12,530	12,530
WELLS FARGO & CO 8000 SHARES	7,940	7,940
WELLS FARGO & CO 21000 SHARES	19,320	19,320
NORTHERN TRUST CO VAR 13000 SHARES	12,220	12,220

- TIN:

TY 2023 InvestmentsCorpStockSchedule

Name:

THE JOYCE L WOLF FOUNDATION

EIN:

87-6718183

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ACADIA HEALTHCARE CO 135 SHARES	10,498	10,498
ALAMO GROUP INC 56 SHARES	11,771	11,771
ALLEGRO MICROSYSTEMS INC 230 SHARES	6,962	6,962
AMERIS BANCORP 115 SHARES	6,101	6,101
APPFOLIO INC 54 SHARES	9,355	9,355
ARCUTIS BIOTHERAPEUTICS 395 SHARES	1,276	1,276
ARTIVION INC 260 SHARES	4,649	4,649
ATKORE INC 110 SHARES	17,600	17,600
ATRICURE INC 150 SHARES	5,354	5,354
AVIENT CORP 260 SHARES	10,808	10,808
AZENTA INC 220 SHARES	14,331	14,331
BALCHEM CORP 64 SHARES	9,520	9,520
BIOCRYST PHARMACEUTICALS 840 SHARES	5,032	5,032
C A C I INC 25 SHARES	8,097	8,097
CHAMPIONX CORP 315 SHARES	9,201	9,201
CHUYS HOLDINGS INC 265 SHARES	10,131	10,131
CRINETICS PHARMACEUTICAL 300 SHARES	10,674	10,674
CRYOPORT INC 215 SHARES	3,330	3,330
CYBERARK SOFTWRE LTD 73 SHARES	15,991	15,991
DESCARTES SYS GROUP 128 SHARES	10,756	10,756
DORMAN PRODUCTS INC 55 SHARES	4,588	4,588
EXPONENT INC 115 SHARES	10,125	10,125
FIRST WATCH RESTAURANT G 85 SHARES	1,709	1,709
FLYWIRE CORP 465 SHARES	10,765	10,765
FOX FACTORY HOLDING 127 SHARES	8,570	8,570
GIBRALTAR INDUSTRIES 155 SHARES	12,242	12,242
GLOBUS MEDICAL INC 128 SHARES	6,821	6,821
GRAND CANYON EDUCA 118 SHARES	15,581	15,581
HALOZYME THERAPEUTIC 215 SHARES	7,946	7,946
HEALTHEQUITY INC 128 SHARES	8,486	8,486
HEXCEL CORP 167 SHARES	12,316	12,316
HILLENBRAND INC 185 SHARES	8,852	8,852
HOULIHAN LOKEY INC 97 SHARES	11,631	11,631
I C U MEDICAL INC 28 SHARES	2,793	2,793
INSMED INC 340 SHARES	10,537	10,537
INTAPP INC 335 SHARES	12,737	12,737
INTEGRA LIFESCIENC 130 SHARES	5,661	5,661
INTRA-CELLULAR THERA 155 SHARES	11,101	11,101
KRISPY KREME INC 400 SHARES	6,036	6,036
LITHIA MOTORS INC 36 SHARES	11,854	11,854
MA COM TECH SOLUTN 132 SHARES	12,269	12,269
MAGNOLIA OIL & GAS CORP 390 SHARES	8,303	8,303
MATADOR RESOURCES CO 238 SHARES	13,533	13,533
MEDPACE HOLDINGS INC 37 SHARES	11,342	11,342
NOVANTA INC 96 SHARES	16,167	16,167
OXFORD INDS INC 63 SHARES	6,300	6,300
P J T PARTNERS INCORPORA 139 SHARES	14,160	14,160
PAYCOR HCM INC 445 SHARES	9,607	9,607
PERMIAN RESOURCES CORP 865 SHARES	11,764	11,764
PHATHOM PHARMACEUTICALS 365 SHARES	3,332	3,332
PINNACLE FINL PARTNR 74 SHARES	6,454	6,454
POWER INTEGRATIONS 109 SHARES	8,950	8,950
QUAKER HOUGHTON 48 SHARES	10,244	10,244
R B C BEARINGS INC 56 SHARES	15,954	15,954
RAPID SEVEN INC 95 SHARES	5,424	5,424
REVOLVE GROUP INC 285 SHARES	4,725	4,725
SHOALS TECHNOLOGIES GROU 430 SHARES	6,682	6,682
SILICON LABORATORIES 82 SHARES	10,846	10,846
SITEONE LANDSCAPE SUPPLY 88 SHARES	14,300	14,300
SPX TECHNOLOGIES INC 158 SHARES	15,959	15,959
STIFEL FINL CO 95 SHARES	6,569	6,569
SUPERNUS PHARMA 205 SHARES	5,933	5,933
THOUGHTWORKS HOLDING INC 1071 SHARES	5,151	5,151
TOPBUILD CORP 41 SHARES	15,345	15,345
TRAVERE THERAPEUTICS INC 380 SHARES	3,416	3,416
U S PHYSICAL THERAPY 100 SHARES	9,314	9,314
ULTRAGENYX PHARMA 155 SHARES	7,412	7,412
VERACYTE INC 275 SHARES	7,565	7,565
VERICEL CORP 280 SHARES	9,971	9,971
VIAVI SOLUTIONS INC 685 SHARES	6,898	6,898
ALPHABET INC. 304 SHARES	42,466	42,466
AMAZON.COM INC 276 SHARES	41,935	41,935
ARTHUR J GALLAGHER&C 90 SHARES	20,239	20,239
CANADIAN NATURAL RES F 135 SHARES	8,845	8,845
CASELLA WASTE SYS 324 SHARES	27,689	27,689
CHARLES SCHWAB CORP 459 SHARES	31,579	31,579
COPART INC 282 SHARES	13,818	13,818
DANAHER CORP 55 SHARES	12,724	12,724
ENTEGRIS INC 216 SHARES	25,881	25,881
FAIR ISAAC INTL CORP 13 SHARES	15,132	15,132
FIVE BELOW 94 SHARES	20,037	20,037
IDEXX LABS INC 29 SHARES	16,096	16,096
MASTERCARD INC 68 SHARES	29,003	29,003
MICROSOFT CORP 124 SHARES	46,629	46,629
NAPCO SEC TECH 648 SHARES	22,194	22,194
NVIDIA CORP 40 SHARES	19,809	19,809
O REILLY AUTOMOTIVE 22 SHARES	20,902	20,902
ROPER TECHNOLOGIES 43 SHARES	23,442	23,442
S&P GLOBAL INC 63 SHARES	27,753	27,753
SAIA INC 37 SHARES	16,214	16,214
SERVICE NOW INC 30 SHARES	21,195	21,195
T-MOBILE US INC 155 SHARES	24,851	24,851
THERMO FISHER SCNTFC 35 SHARES	18,578	18,578
TRANSDIGM GROUP INC 27 SHARES	27,313	27,313
UNITEDHEALTH GRP INC 40 SHARES	21,059	21,059
WEST PHARM SRVC INC 37 SHARES	13,028	13,028
ABBVIE INC 260 SHARES	40,292	40,292
AMGEN INC. 75 SHARES	21,601	21,601
BLACKROCK INC 41 SHARES	33,284	33,284
BOOZ ALLEN HAMILTON 260 SHARES	33,257	33,257
BROADCOM INC 55 SHARES	61,394	61,394
BROADRIDGE FINL SOLU 185 SHARES	38,064	38,064
CANADIAN NATL RAILWY 210 SHARES	26,382	26,382
CANADIAN NATURAL RES 580 SHARES	38,002	38,002
CISCO SYSTEMS INC 490 SHARES	24,755	24,755
ENBRIDGE INC 636 SHARES	22,909	22,909
FASTENAL CO 345 SHARES	22,346	22,346
FERGUSON PLC NEW 145 SHARES	27,995	27,995
FIDELITY NATL FINL 445 SHARES	22,704	22,704
HOME DEPOT INC 83 SHARES	28,763	28,763
JPMORGAN CHASE 495 SHARES	9,410	9,410
LINDE PLC 75 SHARES	30,803	30,803
MERCK & CO. INC. 230 SHARES	25,075	25,075
MICROSOFT CORP 235 SHARES	88,369	88,369
MORGAN STANLEY 265 SHARES	24,711	24,711
OLD REPUBLIC INTL CO 845 SHARES	24,843	24,843
PAYCHEX INC 285 SHARES	33,946	33,946
PHILIP MORRIS INTL 370 SHARES	34,810	34,810
RESTAURANT BRANDS 450 SHARES	35,158	35,158
S&P GLOBAL INC 65 SHARES	28,634	28,634
SERVICE CORP INTL 268 SHARES	18,344	18,344
STERIS PLC 110 SHARES	24,183	24,183
SYSCO CORP 405 SHARES	29,618	29,618
TEXAS INSTRUMENTS 145 SHARES	24,717	24,717
THE COCA-COLA CO 320 SHARES	18,858	18,858
UNITEDHEALTH GRP INC 66 SHARES	34,747	34,747
VAIL RESORTS INC 60 SHARES	12,808	12,808
VICI PROPERTIES INC 775 SHARES	24,707	24,707
VIPER ENERGY INC 665 SHARES	20,868	20,868
WATSCO INC 110 SHARES	47,132	47,132
WELLS FARGO & CO 245 SHARES	12,059	12,059
ACADIA HEALTHCARE CO 75 SHARES	5,832	5,832
APTARGROUP INC 29 SHARES	3,585	3,585
ATKORE INC 48 SHARES	7,680	7,680
ATLANTIC UNION BANKSHARE 145 SHARES	5,298	5,298
AZENTA INC 100 SHARES	6,514	6,514
B J S WHOLESALE CLUB HOL 146 SHARES	9,732	9,732
BIO-RAD LABS INC 17 SHARES	5,489	5,489
BOOZ ALLEN HAMILTON 71 SHARES	9,082	9,082
BRIGHT HORIZON FAM 63 SHARES	5,937	5,937
BURLINGTON STORES 30 SHARES	5,834	5,834
CARTERS INC 39 SHARES	2,921	2,921
CATALENT INC 64 SHARES	2,876	2,876
CAVCO INDUSTRIES INC 27 SHARES	9,359	9,359
CCC INTELLIGENT SOLUTION 559 SHARES	6,367	6,367
CHAMPIONX CORP 100 SHARES	2,921	2,921
CHART INDUSTRIES INC 25 SHARES	3,408	3,408
COGNEX CORP 175 SHARES	7,305	7,305
COLUMBUS MCKINNON CO 115 SHARES	4,487	4,487
COMFORT SYSTEMS USA 46 SHARES	9,461	9,461
CYBERARK SOFTWRE LTD 47 SHARES	10,295	10,295
DORMAN PRODUCTS INC 59 SHARES	4,921	4,921
EAGLE MATERIALS INC 45 SHARES	9,128	9,128
ELEMENT SOLUTIONS INC 330 SHARES	7,636	7,636
ENTEGRIS INC 76 SHARES	9,106	9,106
EXPONENT INC 60 SHARES	5,282	5,282
FEDERAL SIGNAL CORP 100 SHARES	7,674	7,674
FIVE BELOW 35 SHARES	7,461	7,461
GATES INDL CORP PLC 410 SHARES	5,502	5,502
GENTHERM INC 67 SHARES	3,508	3,508
GIBRALTAR INDUSTRIES 80 SHARES	6,318	6,318
GLACIER BANCORP INC NEW 100 SHARES	4,132	4,132
GLOBANT SA 39 SHARES	9,281	9,281
GLOBUS MEDICAL INC 115 SHARES	6,128	6,128
GRAND CANYON EDUCA 31 SHARES	4,093	4,093
HALOZYME THERAPEUTIC 125 SHARES	4,620	4,620
HEXCEL CORP 88 SHARES	6,490	6,490
HOLOGIC INC 79 SHARES	5,645	5,645
IDACORP INC 57 SHARES	5,604	5,604
IDEX CORP 31 SHARES	6,730	6,730
INTEGER HLDGS CORP 71 SHARES	7,035	7,035
INTRA-CELLULAR THERA 105 SHARES	7,520	7,520
ITT INC 58 SHARES	6,921	6,921
JAZZ PHARMACEUTICAL 50 SHARES	6,150	6,150
KINSALE CAPITAL GROUP IN 26 SHARES	8,708	8,708
KRISPY KREME INC 150 SHARES	2,263	2,263
LANCASTER COLONY CO 35 SHARES	5,824	5,824
LINCOLN ELEC HLDGS 37 SHARES	8,046	8,046
LITHIA MOTORS INC 27 SHARES	8,891	8,891
MA COM TECH SOLUTN 60 SHARES	5,577	5,577
MAGNOLIA OIL & GAS CORP 205 SHARES	4,364	4,364
MANHATTAN ASSOCIATES 41 SHARES	8,828	8,828
MARKETAXESS HOLDINGS 15 SHARES	4,393	4,393
MATADOR RESOURCES CO 88 SHARES	5,004	5,004
MOLINA HEALTHCARE 6 SHARES	2,168	2,168
NEUROCRINE BIOSCIENC 60 SHARES	7,906	7,906
NORDSON CORP 35 SHARES	9,246	9,246
NTNL STORAGE AFF 90 SHARES	3,732	3,732
OVINTIV INC 90 SHARES	3,953	3,953
PAYLOCITY HLDG CORP 41 SHARES	6,759	6,759
PERFORMANCE FOOD GROUP C 125 SHARES	8,644	8,644
PINNACLE FINL PARTNR 98 SHARES	8,547	8,547
PIPER SANDLER COMPANIES 48 SHARES	8,394	8,394
POLARIS INDUSTRIES 55 SHARES	5,212	5,212
PORTLAND GENERL ELEC 120 SHARES	5,201	5,201
PROCORE TECHNOLOGIES INC 85 SHARES	5,884	5,884
QUAKER HOUGHTON 37 SHARES	7,896	7,896
R B C BEARINGS INC 37 SHARES	10,541	10,541
RAPID SEVEN INC 75 SHARES	4,283	4,283
RPM INTERNTNL 67 SHARES	7,479	7,479
SCHNEIDER NTNL INC 165 SHARES	4,199	4,199
SILICON LABORATORIES 40 SHARES	5,291	5,291
SM ENERGY CO 75 SHARES	2,904	2,904
STIFEL FINL CO 75 SHARES	5,186	5,186
TANDEM DIABETES CARE 155 SHARES	4,585	4,585
TEXAS ROADHOUSE 78 SHARES	9,534	9,534
TORO CO 60 SHARES	5,759	5,759
VAIL RESORTS INC 18 SHARES	3,842	3,842
VERICEL CORP 100 SHARES	3,561	3,561
VOYA FINL INC 128 SHARES	9,339	9,339
WINTRUST FINL 65 SHARES	6,029	6,029
ZEBRA TECHNOLOGIES 20 SHARES	5,467	5,467

- TIN:

TY 2023 InvestmentsGovtObligationsSch

Name:

THE JOYCE L WOLF FOUNDATION

EIN:

87-6718183

US Government Securities - End of Year Book Value:

129,494

US Government Securities - End of Year Fair Market Value:

129,494

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

502,340

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

502,340

- TIN:

TY 2023 InvestmentsOtherSchedule2

Name:

THE JOYCE L WOLF FOUNDATION

EIN:

87-6718183

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
AGREE REALTY CORP 78 SHARES	AT COST	4,910	4,910
EASTERLY GOVT PPTYS 315 SHARES	AT COST	4,234	4,234
EASTGROUP PROPERTIES 32 SHARES	AT COST	5,873	5,873
PHYSICIANS REALTY TR 200 SHARES	AT COST	2,662	2,662
SUN COMMUNITIES 48 SHARES	AT COST	6,415	6,415
RYMAN HOSPITALITY PR 87 SHARES	AT COST	9,575	9,575
STAG INDUSTRIAL INC 240 SHARES	AT COST	9,422	9,422
AMERN TOWER CORP 145 SHARES	AT COST	31,303	31,303
COMPASS DIVERSIFIED 1150 SHARES	AT COST	25,817	25,817

- TIN:

TY 2023 OtherIncreasesSchedule

Name:

THE JOYCE L WOLF FOUNDATION

EIN:

87-6718183

Description	Amount
UNREALIZED GAINS	377,350

- TIN:

TY 2023 OtherProfessionalFeesSchedule

Name:

THE JOYCE L WOLF FOUNDATION

EIN:

87-6718183

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES	15,618	15,618		0

- TIN:

TY 2023 TaxesSchedule

Name:

THE JOYCE L WOLF FOUNDATION

EIN:

87-6718183

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAX PAID	2,383	2,383		0
FEDERAL TAX	100	0		0