Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE AVIS FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 2708 DEPT 35
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MENLO PARK, CA94026
A Employer identification number

77-0546893
B Telephone number (see instructions)

(650) 210-5300
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$53,030,530J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 948,144 948,144  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 28,491
b Gross sales price for all assets on line 6a 12,497,483
7 Capital gain net income (from Part IV, line 2)... 28,491
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
83,287 83,287 0
12 Total. Add lines 1 through 11........ 1,059,922 1,059,922 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
34,000 0 0 34,000
c Other professional fees (attach schedule)....        
17 Interest............... 69,986 69,986 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
115,886 17,751 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
530,739 528,847 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 750,611 616,584 0 34,000
25 Contributions, gifts, grants paid....... 3,085,106 3,085,106
26 Total expenses and disbursements. Add lines 24 and 25 3,835,717 616,584 0 3,119,106
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,775,795
b Net investment income (if negative, enter -0-) 443,338
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 1,353,311 419,188 419,188
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow1,500,000
Less: allowance for doubtful accounts right arrow0 1,500,000 1,500,000 1,500,000
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 684,314 Click to see attachment
List of Attached Documents:
// Content
503,571 		483,364
b Investments—corporate stock (attach schedule)....... 6,638,087 Click to see attachment
List of Attached Documents:
// Content
5,088,380 		5,730,838
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 28,961,534 Click to see attachment
List of Attached Documents:
// Content
28,859,682 		44,897,140
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) 39,137,246 36,370,821 53,030,530
Liabilities 17 Accounts payable and accrued expenses.......... 12,243 21,613
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 12,243 21,613
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........ 39,125,003 36,349,208
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 39,125,003 36,349,208
30 Total liabilities and net assets/fund balances (see instructions). 39,137,246 36,370,821
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
39,125,003
2
Enter amount from Part I, line 27a .....................
2
-2,775,795
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
36,349,208
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
36,349,208
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 STCL FROM FLOW THROUGH ENTITIES P 2023-06-30 2023-12-31
b LTCG FROM FLOW THROUGH ENTITIES P 2022-06-30 2023-12-31
c CS 9824 - PUBLICLY TRADED SECURITIES   2023-06-30 2023-12-31
d CS 5078 - PUBLICLY TRADED SECURITIES   2022-06-30 2023-12-31
e CS 5078 - PUBLICLY TRADED SECURITIES   2023-06-30 2023-12-31
CS 3362 - PUBLICLY TRADED SECURITIES   2023-06-30 2023-12-31
CS 1184 - PUBLICLY TRADED SECURITIES   2023-06-30 2023-12-31
CS 1184 - PUBLICLY TRADED SECURITIES   2023-06-30 2023-12-31
LTCG DIST IN EXCESS OF BASIS - HCP PRIVATE EQUITY FUND IV (CAYMAN) LP P 2009-06-30 2023-12-31
LTCG DIST IN EXCESS OF BASIS - TYBORNE EQUITY (OFFSHORE) FUND P 2009-06-30 2023-12-31
(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     26,949 -26,949
b 348,402     348,402
c 8,307,289   8,282,160 25,129
d 539,108   558,568 -19,460
e 187,690   239,360 -51,670
488,398   489,544 -1,146
995,140   1,137,368 -142,228
1,618,925   1,735,043 -116,118
9,375     9,375
3,156     3,156
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       -26,949
b       348,402
c       25,129
d       -19,460
e       -51,670
      -1,146
      -142,228
      -116,118
      9,375
      3,156
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 28,491
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 -196,864
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 6,162
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 6,162
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 6,162
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 57,405
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 57,405
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 51,243
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow51,243 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
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 arrowCA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowCATALYST FAMILY OFFICE Telephone no.right arrow (650) 210-5300

Located atright arrowPO BOX 2708MENLO PARKCA ZIP+4right arrow94026
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
Yes
 
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
 
No
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
GREGORY M AVIS PRESIDENT
0.25 		0 0 0
PO BOX 2708
MENLO PARK,CA94026
ANNE R AVIS VICE PRESIDENT
0.25 		0 0 0
PO BOX 2708
MENLO PARK,CA94026
EMILY R AVIS CHIEF FINANCIAL OFFICER
0.25 		0 0 0
PO BOX 2708
MENLO PARK,CA94026
CHARLES D AVIS SECRETARY
0.25 		0 0 0
PO BOX 2708
MENLO PARK,CA94026
FREDERIC K AVIS DIRECTOR
0.25 		0 0 0
PO BOX 2708
MENLO PARK,CA94026
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
0
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
5,639,659
b
Average of monthly cash balances.......................
1b
323,474
c
Fair market value of all other assets (see instructions)................
1c
55,101,924
d
Total (add lines 1a, b, and c).........................
1d
61,065,057
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
61,065,057
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
915,976
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
60,149,081
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,007,454
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
3,007,454
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
6,162
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
10,472
c
Add lines 2a and 2b............................
2c
16,634
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,990,820
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,990,820
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
2,990,820
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
3,119,106
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
3,119,106
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 2,990,820
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 2,269,335
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......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 3,119,106
a Applied to 2022, but not more than line 2a 2,269,335
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..... 849,771
e Remaining amount distributed out of corpus 0
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 0
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 .......... 		2,141,049
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 ...... 		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....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

EVERSIDE FOUNDERS FUND LP CASH DONATION (PASS THROUGH)

155 E 44TH STREET SUITE 2101
NEW YORK,NY10017 		  PC CHARITABLE PURPOSES 5

EVERSIDE FOUNDERS FUND LP NON-CASH DONATION (PASS THROUGH)

155 E 44TH STREET SUITE 2101
NEW YORK,NY10017 		  PC CHARITABLE PURPOSES 62

EVERSIDE FUND II LP NON-CASH DONATION (PASS THROUGH)

155 E 44TH STREET SUITE 2101
NEW YORK,NY10017 		  PC CHARITABLE PURPOSES 9

NPR FOUNDATION

635 MASSACHUSETTS AVE NW
WASHINGTON,DC200013755 		  PC CHARITABLE PURPOSES 25,000

SCHWAB CHARITABLE FUND

PO BOX 628298
ORLANDO,FL32862 		  PC CHARITABLE PURPOSES 3,060,000

EVERSIDE FUND III LP NON-CASH DONATION (PASS THROUGH)

155 E 44TH STREET SUITE 2101
NEW YORK,NY10017 		  PC CHARITABLE PURPOSES 30
Total .................................right arrow 3a 3,085,106
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 948,144  
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 .....     41 83,287  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 28,491  
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 1,059,922 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,059,922
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE AVIS FAMILY FOUNDATION
EIN:
77-0546893
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 34,000 0 0 34,000

TY 2023 AllOthProgRltdInvestmentsSch
Name:
THE AVIS FAMILY FOUNDATION
EIN:
77-0546893
Category Amount
N/A 0

TY 2023 InvestmentsCorpStockSchedule
Name:
THE AVIS FAMILY FOUNDATION
EIN:
77-0546893
Name of Stock End of Year Book Value End of Year Fair Market Value
DODGE & COX INCOME FUND (CS 1884) 1,308,342 1,193,582
SELECT EQUITY (CS 5078) 2,522,786 3,261,158
SECURITIES (CS 3362) 1,257,252 1,276,098

TY 2023 InvestmentsGovtObligationsSch
Name:
THE AVIS FAMILY FOUNDATION
EIN:
77-0546893
US Government Securities - End of Year Book Value:

503,571
US Government Securities - End of Year Fair Market Value:

483,364
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 InvestmentsOtherSchedule2
Name:
THE AVIS FAMILY FOUNDATION
EIN:
77-0546893
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
APIS & HERITAGE LEGACY FUND I LLC AT COST 122,440 118,681
INHERENT ESG OPPORTUNITY OFFSHORE FEEDER LTD - PFIC AT COST 602,498 414,267
LEGACY VENTURE IX LLC AT COST 843,681 1,410,115
LEGACY VENTURE V (QP) LLC AT COST 297,287 407,301
LEGACY VENTURE VI (QP) LLC AT COST 464,539 1,535,353
LEGACY VENTURE VII LLC AT COST 837,838 2,481,183
LEGACY VENTURE VIII LLC AT COST 851,291 1,859,068
LEGACY VENTURE XI LLC AT COST 67,653 69,639
OCTAGON INVESTMENTS OFFSHORE FUND LTD AT COST 1,500,000 1,051,282
PRIME FINANCE CMBS B-PIECE FUND I LP AT COST 1,463,899 867,796
PRIME FINANCE LONG DURATION (B-PIECE) II LP AT COST 963,365 722,875
PRIME FINANCE LONG DURATION (B-PIECE) III LP AT COST 554,851 491,226
S PARTNERS GE FUND IX-B AIV AT COST 65,330 496,320
SANDS CAPITAL EMERGING MARKETS GROWTH FEEDER FUND CAYMAN LIMITED AT COST 2,000,000 2,032,335
SUMMIT PARTNERS GROWTH EQUITY FUND IX-B LP AT COST 263,053 153,734
SUMMIT PARTNERS REINVESTMENT FUND LP AT COST 2,685 2,625
WGI EMERGING MARKETS FUND LLC AT COST 1,988,380 2,255,265
HCP PRIVATE EQUITY FUND X-A LP AT COST 272,479 285,034
HCP PRIVATE EQUITY FUND XI-A LP AT COST 72,372 81,925
HCP PRIVATE EQUITY FUND VII (CAYMAN) LP AT COST 187,500 714,417
EMPYREAN CAPITAL OVERSEAS FUND LTD - PFIC AT COST 2,000,000 2,108,364
EVERSIDE FOUNDERS FUND LP AT COST 752,171 1,065,045
EVERSIDE FUND II LP AT COST 448,606 515,252
EVERSIDE FUND III LP AT COST 610,501 726,809
HCP PRIVATE EQUITY FUND VIII-A LP AT COST 434,249 707,843
EVERSIDE FUND IV LP AT COST 261,637 275,552
BAYBERRY OFFSHORE LTD AT COST 1,000,000 1,128,820
EVERSIDE SBIC I LP AT COST 128,783 126,820
GENERATION IM FUND PLC AT COST 2,000,000 9,368,445
GENERATION IM GLOBAL EQUITY FUND LLC AT COST 4,182,717 4,851,781
GOLDENTREE MULTI-SECTOR CUSTOM FUND I (CAYMAN) LP AT COST 2,000,000 2,125,167
HCP PRIVATE EQUITY FUND IV (CAYMAN) LP AT COST 0 148,345
HCP PRIVATE EQUITY FUND IX-A LP AT COST 366,308 450,147
HCP PRIVATE EQUITY FUND VI (CAYMAN) LP AT COST 1,875 759,058
GENERATION CLIMATE ASSETS FUND I (JUST CLIMATE) AT COST 140,614 84,888
CEVIAN CAPITAL II LTD AT COST 1,111,080 3,004,363

TY 2023 OtherExpensesSchedule
Name:
THE AVIS FAMILY FOUNDATION
EIN:
77-0546893
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES - #9214 253 0 0 0
EVERSIDE FOUNDERS FUND - INVESTMENT FEE 7,689 7,689 0 0
EVERSIDE FOUNDERS FUND - OTHER DED 13ZZ 1,041 1,041 0 0
EVERSIDE FOUNDERS FUND - OTHER PORTFOLIO DED 50,940 50,940 0 0
EVERSIDE FOUNDERS FUND - PORTFOLIO DED 776 776 0 0
EVERSIDE FOUNDERS FUND - SECTION 743(B) ADJ 34 34 0 0
EVERSIDE FUND II - INVESTMENT FEE 5,000 5,000 0 0
EVERSIDE FUND II - OTHER DED 13ZZ 273 273 0 0
EVERSIDE FUND II - OTHER PORTFOLIO DED 11,507 11,507 0 0
EVERSIDE FUND II - PORTFOLIO DED 132 132 0 0
EVERSIDE FUND II - SEC 179 DED 74 74 0 0
EVERSIDE FUND II - SECTION 59(E) EXPENSE 1 1 0 0
EVERSIDE FUND II - SECTION 743(B) ADJ 336 336 0 0
EVERSIDE FUND III - INVESTMENT FEE 8,560 8,560 0 0
EVERSIDE FUND III - OTHER DED 13ZZ 1,037 1,037 0 0
EVERSIDE FUND III - OTHER PORTFOLIO DED 17,154 17,154 0 0
EVERSIDE FUND III - SECTION 179 DED 4 4 0 0
EVERSIDE FUND III - SECTION 743(B) ADJ 390 390 0 0
EVERSIDE FUND IV - INVESTMENT FEE 4,511 4,511 0 0
EVERSIDE FUND IV - OTHER PORTFOLIO DED 1,762 1,762 0 0
EVERSIDE SBIC I - INVESTMENT FEE 4,876 4,876 0 0
EVERSIDE SBIC I - OTHER PORTFOLIO DED 1,371 1,371 0 0
GENERATION IM GLOBAL - INVESTMENT FEE 28,844 28,844 0 0
GENERATION IM GLOBAL - OTHER PORTFOLIO DED 800 800 0 0
GENERATION IM GLOBAL - SECTION 988 LOSS 13,512 13,512 0 0
HCP PRIVATE FUND IX-A - OTHER PORTFOLIO DED 8,588 8,588 0 0
HCP PRIVATE FUND IX-A - PORTFOLIO DED 312 312 0 0
HCP PRIVATE FUND VIII-A - OTHER PORTFOLIO DED 11,795 11,795 0 0
HCP PRIVATE FUND X-A - OTHER PORTFOLIO DED 8,208 8,208 0 0
HCP PRIVATE FUND X-A - PORTFOLIO DED 277 277 0 0
HCP PRIVATE FUND X-A - SECTION 988 LOSS 13 13 0 0
HCP PRIVATE FUND XI-A - OTHER PORTFOLIO DED 3,708 3,708 0 0
HCP PRIVATE FUND XI-A - SECTION 988 LOSS 11 11 0 0
LEGACY IX - INVESTMENT FEE 8,500 8,500 0 0
LEGACY IX - OTHER PORTFOLIO DED 23,090 23,090 0 0
LEGACY IX - SECTION 988 LOSS 1 1 0 0
LEGACY VENTURE V - OTHER PORTFOLIO DED 4,579 4,579 0 0
LEGACY VENTURE V - SECTION 988 LOSS 54 54 0 0
LEGACY VENTURE VI (QP) - INVESTMENT FEE 4,750 4,750 0 0
LEGACY VENTURE VI (QP) - OTHER PORTFOLIO DED 12,098 12,098 0 0
LEGACY VENTURE VI (QP) - SECTION 988 LOSS 20 20 0 0
LEGACY VENTURE VII - INVESTMENT FEE 4,750 4,750 0 0
LEGACY VENTURE VII - OTHER PORTFOLIO DED 18,621 18,621 0 0
LEGACY VENTURE VII - SECTION 988 LOSS 1 1 0 0
LEGACY VENTURE VIII - INVESTMENT FEE 8,500 8,500 0 0
LEGACY VENTURE VIII - OTHER PORTFOLIO DED 22,228 22,228 0 0
LEGACY VENTURE XI - INVESTMENT FEE 8,500 8,500 0 0
LEGACY VENTURE XI - OTHER PORTFOLIO DED 1,775 1,775 0 0
MANAGEMENT FEES - #3362 826 826 0 0
MANAGEMENT FEES - #5078 32,521 32,521 0 0
MANAGEMENT FEES - #9824 1,479 1,479 0 0
NONDEDUCTIBLE FROM PASSTHROUGH 1,639 0 0 0
PRIME FINANCE CMBS B PIECE - OTHER PORTF DED 1,633 1,633 0 0
PRIME FINANCE LONG DURATION II - OTHER PORTF DED 1,273 1,273 0 0
PRIME FINANCE LONG DURATION III - OTHER PORTF DED 1,650 1,650 0 0
SUMMIT PARTNER IX-B - INVESTMENT FEE 3,808 3,808 0 0
SUMMIT PARTNER IX-B - OTHER PORTFOLIO DED 358 358 0 0
SUMMIT PARTNER IX-B AIV - INVESTMENT FEE 704 704 0 0
SUMMIT PARTNER IX-B AIV - OTHER PORTFOLIO DED 23 23 0 0
SUMMIT PARTNERS REINVESTMENT FUND - OTHER PORTFOLIO DED 1 1 0 0
WGI - INVESTMENT FEE 23,135 23,135 0 0
WGI - OTHER PORTFOLIO DED 324 324 0 0
WGI - SECTION 988 LOSS 5,460 5,460 0 0
EVERSIDE FOUNDERS FUND - ORDINARY LOSS 51,999 51,999 0 0
EVERSIDE FOUNDERS FUND - OTHER LOSS 90,327 90,327 0 0
NONDEDUCTIBLE LOSS - WASH SALE 2,323 2,323 0 0


TY 2023 OtherIncomeSchedule2
Name:
THE AVIS FAMILY FOUNDATION
EIN:
77-0546893
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
APIS & HERITAGE LEGACY FUND I - ORDINARY INCOME/LOSS -2,959 -2,959 0
EVERSIDE FOUNDERS FUND - CANCELLATION OF DEBT 4,618 4,618 0
EVERSIDE FOUNDERS FUND - OTHER NET RENTAL INCOME/LOSS 0 0 0
EVERSIDE FOUNDERS FUND - OTHER PORTFOLIO INCOME/LOSS 4,538 4,538 0
EVERSIDE FOUNDERS FUND - OTHER TAX EXEMPT INCOME 5,081 5,081 0
EVERSIDE FOUNDERS FUND - RENTAL REAL ESTATE INCOME/LOSS 702 702 0
EVERSIDE FOUNDERS FUND - ROYALTY INCOME/LOSS 4 4 0
EVERSIDE FOUNDERS FUND - SECTION 1231 GAIN/LOSS -741 -741 0
EVERSIDE FUND II - CANCELLATION OF DEBT 24 24 0
EVERSIDE FUND II - ORDINARY INCOME/LOSS 3,951 3,951 0
EVERSIDE FUND II - OTHER INCOME/LOSS 785 785 0
EVERSIDE FUND II - OTHER PORTFOLIO INCOME/LOSS 569 569 0
EVERSIDE FUND II - OTHER TAX EXEMPT INCOME 758 758 0
EVERSIDE FUND II - RENTAL REAL ESTATE INCOME/LOSS 42 42 0
EVERSIDE FUND II - ROYALTY INCOME/LOSS 0 0 0
EVERSIDE FUND II - SALE/EXCHANGE 13 13 0
EVERSIDE FUND II - SECTION 1231 GAIN/LOSS 4,395 4,395 0
EVERSIDE FUND II - SUBPART F INCOME -17 -17 0
EVERSIDE FUND II, LP - SECTION 743(B) ADJ 35 35 0
EVERSIDE FUND III - ORDINARY INCOME/LOSS 684 684 0
EVERSIDE FUND III - OTHER INCOME/LOSS 1,326 1,326 0
EVERSIDE FUND III - OTHER PORTFOLIO INCOME/LOSS 2,894 2,894 0
EVERSIDE FUND III - OTHER TAX EXEMPT INCOME 1,005 1,005 0
EVERSIDE FUND III - ROYALTY INCOME/LOSS 4 4 0
EVERSIDE FUND III - SECTION 1231 GAIN/LOSS 6 6 0
EVERSIDE FUND IV - OTHER PORTFOLIO INCOME/LOSS 1,947 1,947 0
EVERSIDE SBIC I - OTHER PORTFOLIO INCOME/LOSS 62 62 0
HCP PRIVATE EQUITY FUND VIII-A - OTHER INCOME/LOSS 105 105 0
HCP PRIVATE EQUITY FUND XI-A LP - ORDINART INCOME (LOSS) 94 94 0
HCP PRIVATE EQUITY VIII-A - SECTION 951A INCOME 157 157 0
HCP PRIVATE FUND IX - ORDINARY INCOME/LOSS -71 -71 0
HCP PRIVATE FUND IX - OTHER INCOME/LOSS 18 18 0
HCP PRIVATE FUND IX - OTHER PORTFOLIO INCOME/LOSS 6 6 0
HCP PRIVATE FUND IX-A - ORDINARY INCOME/LOSS -71 -71 0
HCP PRIVATE FUND VIII-A - ORDINARY INCOME/LOSS 271 271 0
HCP PRIVATE FUND VIII-A - OTHER INCOME/LOSS -70 -70 0
HCP PRIVATE FUND VIII-A - OTHER PORTFOLIO INCOME/LOSS -70 -70 0
HCP PRIVATE FUND VIII-A - SECTION 988 GAINS 13 13 0
HCP PRIVATE FUND X-A - OTHER INCOME/LOSS 17 17 0
HCP PRIVATE FUND X-A - OTHER PORTFOLIO INCOME/LOSS 97 97 0
HCP PRIVATE FUND XI-A - OTHER INCOME/LOSS 1 1 0
HCP PRIVATE FUND XI-A - OTHER PORTFOLIO INCOME/LOSS 78 78 0
HCP PRIVATE FUND XI-A - SECTION 988 GAIN 0 0 0
LEGACY VENTURE IX - INVOLUNTARY CONVERSIONS 0 0 0
LEGACY VENTURE IX - ORDINARY INCOME/LOSS 0 0 0
LEGACY VENTURE IX - OTHER INCOME/LOSS 21 21 0
LEGACY VENTURE IX - OTHER PORTFOLIO INCOME/LOSS 2 2 0
LEGACY VENTURE IX - SECTION 1256 GAIN/LOSS 0 0 0
LEGACY VENTURE IX - SECTION 988 GAIN 0 0 0
LEGACY VENTURE V - ORDINARY INCOME/LOSS -2 -2 0
LEGACY VENTURE V - OTHER INCOME/LOSS 9 9 0
LEGACY VENTURE V - OTHER PORTFOLIO INCOME 14 14 0
LEGACY VENTURE V - SECTION 988 GAIN 0 0 0
LEGACY VENTURE VI - ORDINARY INCOME/LOSS -1 -1 0
LEGACY VENTURE VI - OTHER INCOME/LOSS 13 13 0
LEGACY VENTURE VI - OTHER PORTFOLIO INCOME/LOSS 0 0 0
LEGACY VENTURE VI - PFIC INCOME 0 0 0
LEGACY VENTURE VI - ROYALTY INCOME 1 1 0
LEGACY VENTURE VI - SECTION 951(A) INCOME 0 0 0
LEGACY VENTURE VI - SECTION 988 GAIN 0 0 0
LEGACY VENTURE VII - OTHER INCOME/LOSS 13 13 0
LEGACY VENTURE VII - OTHER PORTFOLIO INCOME/LOSS -3 -3 0
LEGACY VENTURE VII - PFIC INCOME 0 0 0
LEGACY VENTURE VII - SECTION 988 GAIN 0 0 0
LEGACY VENTURE VIII - ORDINARY INCOME/LOSS -1 -1 0
LEGACY VENTURE VIII - OTHER INCOME/LOSS 68 68 0
LEGACY VENTURE VIII - OTHER PORTFOLIO INCOME/LOSS -761 -761 0
LEGACY VENTURE VIII - SECTION 988 GAIN 4 4 0
LEGACY VENTURE XI - OTHER PORTFOLIO INCOME/LOSS 1 1 0
SUMMIT PARTNERS IX-B AIV - OTHER INCOME/LOSS 0 0 0
WGI - OTHER PORTFOLIO INCOME/LOSS 0 0 0
WGI - SECTION 988 GAIN 2,635 2,635 0
UNRELATED BUSINESS TAXABLE INCOME 50,973 50,973 0


TY 2023 TaxesSchedule
Name:
THE AVIS FAMILY FOUNDATION
EIN:
77-0546893
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES ON INV. INCOME 17,751 17,751 0 0
FEDERAL TAXES 90,495 0 0 0
STATE FEES 200 0 0 0
STATE TAXES 7,440 0 0 0