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 TAMEAD FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)252 WEST 75TH STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10023
A Employer identification number

56-2305424
B Telephone number (see instructions)

(212) 836-1305
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$11,170,232J 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) 500,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 48,325 48,325  
4 Dividends and interest from securities... 197,174 197,174  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -89,673
b Gross sales price for all assets on line 6a 1,384,872
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)....... Click to see attachment
List of Attached Documents:
// Content
3,552 -938  
12 Total. Add lines 1 through 11........ 659,378 244,561  
Operating and Administrative Expenses 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).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,090 6,090   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
80,121 79,371   750
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 86,211 85,461   750
25 Contributions, gifts, grants paid....... 800,000 800,000
26 Total expenses and disbursements. Add lines 24 and 25 886,211 85,461   800,750
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -226,833
b Net investment income (if negative, enter -0-) 159,100
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 2,144,788 1,905,478 1,905,478
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 677,707 Click to see attachment
List of Attached Documents:
// Content
670,257 		635,526
b Investments—corporate stock (attach schedule)....... 5,524,063 Click to see attachment
List of Attached Documents:
// Content
5,517,626 		6,563,864
c Investments—corporate bonds (attach schedule)....... 415,655 Click to see attachment
List of Attached Documents:
// Content
422,815 		394,908
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).......... 1,979,976 Click to see attachment
List of Attached Documents:
// Content
1,994,702 		1,670,456
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) 10,742,189 10,510,878 11,170,232
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
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........ 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 10,742,189 10,510,878
29 Total net assets or fund balances (see instructions)..... 10,742,189 10,510,878
30 Total liabilities and net assets/fund balances (see instructions). 10,742,189 10,510,878
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
10,742,189
2
Enter amount from Part I, line 27a .....................
2
-226,833
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
10,515,356
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
4,478
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
10,510,878
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b PUBLICLY TRADED SECURITIES      
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 205,292   236,609 -31,317
b 1,179,580   1,237,936 -58,356
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       -31,317
b       -58,356
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -89,673
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 2,211
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 2,211
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 2,211
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 4,594
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 4,594
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,383
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow2,383 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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowFAISAL FAIZ Telephone no.right arrow (212) 836-1305

Located atright arrow252 WEST 75TH STREETNEW YORKNY ZIP+4right arrow10023
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
HARTLEY KOSCHITZKY PRESIDENT/TRUSTEE
2.50 		0 0 0
252 WEST 75TH STREET
NEW YORK,NY10023
FAYE LANDA KOSCHITZKY TREASURER
1.25 		0 0 0
252 WEST 75TH STREET
NEW YORK,NY10023
ADRIEL KOSCHITZKY TRUSTEE
0.25 		0 0 0
252 WEST 75TH STREET
NEW YORK,NY10023
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
CITI PRIVATE BANK ADVISORY FEES 79,317
153 EAST 53RD STREET 18TH FLOOR
NEW YORK,NY10022
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
8,467,840
b
Average of monthly cash balances.......................
1b
1,577,068
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
10,044,908
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
10,044,908
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
150,674
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,894,234
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
494,712
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
494,712
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,211
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,211
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
492,501
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
492,501
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
492,501
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
800,750
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
800,750
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 7 492,501
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...... 654,902
c From 2020...... 16,540
d From 2021......  
e From 2022...... 182,592
f Total of lines 3a through e ........ 854,034
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 800,750
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..... 492,501
e Remaining amount distributed out of corpus 308,249
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 1,162,283
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 ...... 		1,162,283
10 Analysis of line 9:
a Excess from 2019.... 654,902
b Excess from 2020.... 16,540
c Excess from 2021....  
d Excess from 2022.... 182,592
e Excess from 2023.... 308,249
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

JEWISH COMMUNAL FUND - HARFA FOUNDATION FUND

575 MADISIAN AVENUE SUITE 703
NEW YORK,NY10022 		  PC FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES 800,000
Total .................................right arrow 3a 800,000
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 ........... 		    14 48,325  
4 Dividends and interest from securities ....     14 197,174  
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 -89,673  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aINCOME(LOSS) THRU PAULSON INVESTMENT COMPANY I LP 		    14 -938  
bIRS REFUND     01 4,490  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 159,378 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
159,378
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
THE TAMEAD FOUNDATION
 
Employer identification number

56-2305424
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE TAMEAD FOUNDATION
  		Employer identification number
56-2305424
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
GOLDIS ENTERPRISES INC
 
6 DENNY ROAD SUITE 200
 
WILMINGTON, DE19809

$ 500,000


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
THE TAMEAD FOUNDATION
  		Employer identification number

56-2305424
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
THE TAMEAD FOUNDATION
  		Employer identification number

56-2305424
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE TAMEAD FOUNDATION
EIN:
56-2305424
Name of Bond End of Year Book Value End of Year Fair Market Value
WELLS FARGO & CO M TERM SR NTS FIXED RATE Q 3.750% 01/24/24 B/E DTD 01/24/19 35,059 34,953
MORGAN STANLEY FIXED RATE SR NT SERF 3.875% 04/29/24 B/E DTD 04/28/14 20,106 19,889
UNITED STATES BANCORP MEDIUM U S BANCORP MEDIUM TERM NTS- 1.450% 05/12/25 23,095 23,797
MICROSOFT CORP FXD RT SR NT 3.125% 11/03/25 B/E DTD 11/03/15 20,470 19,528
SHELL INTL FIN B V GTD NT ISIN#US822582BT82 2.875% 05/10/26 B/E DTD 05/10/16 9,211 8,666
GOLDMAN SACHS GROUP INC FXD RT SR NT SERE 3.500% 11/16/26 B/E DTD 11/16/16 30,552 28,900
VERIZON COMMUNICATIONS INC FXD RT SR NT 4.125% 03/16/27 B/E DTD 03/16/17 8,689 7,888
BANK AMER CORP FXD RT SR NT SERL 3.248% 10/21/27 B/E DTD 10/21/16 25,088 23,808
AMERICAN EXPRESS CO 5.850% 11/05/27 B/E DTD 11/07/22 30/360 20,013 20,871
CVS HEALTH CORP FXD RT SR NT 4.300% 03/25/28 B/E DTD 03/09/18 31,052 27,558
WELLS FARGO & CO M TRM SR NTS FXD TO FLT RT Q 3.584% 5/22/28 B/E DTD 5/22/17 9,456 8,582
MORGAN STANLEY SR NT FIXED/FLTG 3.591% 07/22/28 B/E DTD 07/24/17 6,358 5,733
VERIZON COMMUNICATIONS INC FXD RT SR NT 4.329% 09/21/28 B/E DTD 06/21/18 21,497 19,806
COMCAST CORP GTD FXD RT SR NOTE 4.150% 10/15/28 B/E DTD 10/05/18 8,662 7,895
BP CAP MKTS AMER INC GTD FXD RATE SR NOTES 4.234% 11/06/28 B/E DTD 11/06/18 21,661 19,888
JPMORGAN CHASE & CO FIXED TO FLTG RA TE NT 4.203% 07/23/29 B/E DTD 07/23/18 11,884 10,699
GOLDMAN SACHS GROUP INC NT 3.800% 03/15/30 B/E DTD 03/19/20 12,085 10,347
QUALCOMM INC NT 2.150% 05/20/30 B/E DTD 05/08/20 25,788 22,056
BANK AMER CORP SR NT FIXED/FLTG RA TE 2.884% 10/22/30 B/E DTD 10/22/19 9,287 7,993
JPMORGAN CHASE & CO NT FIXED TO FLTG RATE 2.522% 04/22/31 B/E DTD 04/22/20 25,251 21,653
AMAZON COM INC NT 2.100% 05/12/31 B/E DTD 05/12/21 30/360 9,888 8,625
AMAZON COM INC NT 3.600% 04/13/32 B/E DTD 04/13/22 30/360 19,672 19,084
AT&T INC GLOBAL NT 2.550% 12/01/33 B/E DTD 06/01/21 30/360 8,472 8,158
ENTERPRISE PRODS OPER LLC GTD FXD RT SR NT 4.800% 02/01/49 9,519 8,531

TY 2023 InvestmentsCorpStockSchedule
Name:
THE TAMEAD FOUNDATION
EIN:
56-2305424
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS COM 78,000 89,487
ABBVIE INC COM 30,781 42,772
ACCENTURE PLC IRELAND CLASS SHS ISIN#IEOOB4BNMY34 115,558 167,033
ADOBE SYS INC COM 104,623 168,241
ADVANTEST CORP SPONSORED ADR NEW 30,482 27,540
ADYEN N V ADR 54,492 46,226
AIA GROUP LTD SPONSORED ADR ISIN#US0013172053 8,411 7,073
AIRBNB INC CL A COM 111,733 101,424
AKZO NOBEL N V SPONSORED ADR NEW ISIN#US0101995035 10,748 8,183
ALCON SA ACT NOM ISIN#CH0432492467 11,726 11,623
ALIGN TECHNOLOGY INC COM 25,864 25,208
ALPHABET INC CAP STK CL C 102,783 191,806
ALTRIA GROUP INC COM 19,774 19,404
AMAZON COM INC 366,143 411,909
AMERICAN ELECTRIC POWER CO 31,750 29,320
ANNALY CAP MGMT INC COM NEW 13,371 13,191
AON PLC REGISTERED SHS CL A ISIN#IE00BLP1HW54 31,116 38,706
ARCH CAPITAL GROUP LTD 30,322 32,010
ASHTEAD GROUP PLC ADR 16,996 15,350
ASM INTERNATIONAL NV NY REGISTERED SHS 25,925 40,498
ASML HLDG N V NY REGISTRY SHS NEW 2012 19,629 51,471
ASSA ABLOY AB ADR 10,680 10,541
ASTRAZENECA PLC SPONSORED ADR 55,961 59,739
AT&T INC COM 45,040 36,530
ATLAS COPCO AB SPON ADR NEW REPSTG ISIN#US0492557063 COM SER A 14,214 27,949
ATLASSIAN CORPORATION PLC SHS -A- 61,450 55,184
AUTODESK INC COM 81,941 85,705
BAE SYS PLC SPONSORED ADR 35,312 39,201
BANK OF AMERICA CORPORATION COM 53,731 51,717
BATH & BODY WKS INC COM 30,070 25,464
BLACKROCK INC COM 28,275 34,907
BLOCK H & R INC COM 14,582 20,847
BRISTOL MYERS SQUIBB CO COM 32,207 26,219
BROADCOM INC COM 23,067 51,348
BROOKFIELD CORP 17,013 15,803
CAMECO CORP COM 8,395 15,645
CANADIAN NATURAL RES LTD 23,913 24,308
CANADIAN PAC RY LTD COM ISIN#CA13645T1003 44,329 66,956
CATERPILLAR INC COM 23,053 40,507
CHEVRON CORP NEW COM 46,356 56,383
CISCO SYSTEMS INC 47,649 47,640
CITIZENS FINL GROUP INC COM 32,922 22,237
CLOROX CO COM 21,295 23,527
CNH INDL N V SHS 32,793 28,502
COCA-COLA EUROPACIFIC PARTNERS PLC 9,076 10,545
COMCAST CORP CL A 54,948 52,488
COMPASS GROUP PLC 25,907 25,585
CREDICORP LTD COM 9,236 10,495
CVS HEALTH CORP COM 51,762 49,903
DAIKIN INDS LTD ADR 9,053 10,122
DARDEN RESTAURANTS INC 29,966 30,231
DBS GROUP HLDGS LTD 10,491 10,329
DIAMONDBACK ENERGY INC COM 19,282 45,594
DICKS SPORTING GOODS INC 22,434 22,483
DISCOVER FINL SVCS COM INC 21,200 27,875
DUKE ENERGY CORP NEW COM NEW 24,274 24,260
EATON CORPORATION PLC SHS ISIN#IE00B8KQN827 26,181 50,091
EOG RES INC COM 32,430 49,710
EPAM SYS INC COM 31,587 19,922
ERSTE BK GROUP AG SPONS ADR REPSTG 1/2 SH 9,900 8,360
ENTERGY CORP NEW COM 35,917 34,809
EVOLUTION AB ADR ISIN# US30051E1047 51,798 37,972
EXPERIAN PLC SPON ADR 35,620 43,714
FANUC CORPORATION ADR 9,814 6,730
FEDEX CORP COM 27,011 30,356
FERGUSON PLC NEW REGISTERED SHS 30,803 40,352
FERRARI N V SHS ISIN#NL0011585146 32,535 58,991
GARTNER INC COM 27,993 63,155
GILEAD SCIENCES INC 27,732 31,270
GSK PLC SPONSORED ADR NEW 10,861 9,376
HALEON PLC ADR 8,411 10,164
HARTFORD FINL SVCS GROUP INC COM 23,641 23,793
HEINEKEN N V SPONS ADR 11,166 9,890
HP INC COM 29,417 22,929
ICICI BK LTD 31,978 34,330
ICON PLC LTD SHS ISIN#IE0005711209 40,623 56,614
ING GROEP N V ADR 16,173 16,342
INTERNATIONAL FLAVORS & FRAGRANCES INC COM 48,788 40,971
INTERPUBLIC GROUP COS INC COM 37,417 35,382
JOHNSON & JOHNSON COM 57,895 62,069
JP MORGAN CHASE & CO COM ISIN#US46625H1005 59,167 74,504
KDDI CORP ADR 8,671 8,962
KRAFT HEINZ CO COM 25,920 25,553
KUBOTA CORP ADR FORMERLY KUBOTA LTD ADR 11,527 8,087
LILLY ELI & CO COM 26,395 25,649
LINDE PLC 26,527 32,857
LOREAL CO 31,123 33,402
LVMH MOET HENNESSY LOUIS VUITTON ADR 30,873 46,298
LYONDELLBASELL INDUSTRIES N V ORD SHS CL A 46,951 44,117
MAGNA INTERNATIONAL INC 41,991 41,238
MASTERCARD INC CL A COM 97,895 131,365
MEDTRONIC PLC SHS 55,243 49,263
MERCADOLIBRE INC COM 48,523 53,432
METLIFE INC COM 45,080 56,938
MICHELIN COMPAGNIE GENERALE 12,256 10,129
MICROSOFT CORP COM 191,169 289,175
MORGAN STANLEY COM NEW 21,319 35,715
MUNICH RE GROUP 8,496 15,226
NESTLE SA SPONSORED ADR REPSTG REG SHS ISIN#US6410694060 30,229 32,608
NETFLIX INC COM 91,163 139,248
NIDEC CORP SPONS ADR 13,043 4,720
NIKE INC CL B 45,546 48,531
NORTHROP GRUMMAN CORP COM 24,328 29,961
NOVARTIS AG SPONSORED ADR 7,057 8,381
NOVO NORDISK A.S. ADR FORMERLY NOVO INDUSTRIE 87,119 128,381
NRG ENERGY INC COM NEW 21,271 28,073
OTSUKA HLDGS CO LTD 8,553 9,059
PAN PAC INTL HLDGS CORP 7,464 13,033
PAYPAL HLDGS INC COM 139,625 96,966
PFIZER INC COM 46,615 36,189
PHILLIPS 66 COM 23,014 41,007
PNC FINL SVCS GROUP INC COM 50,148 50,171
PRICE T ROWE GROUP INC COM 26,749 27,892
PROCTER & GAMBLE CO COM 19,618 21,688
QUALCOMM INC COM 22,074 25,166
QUEST DIAGNOSTICS INC COM 32,746 33,229
RENTOKIL INITIAL PLC 10,332 8,039
RTX CORP COM 33,801 39,630
SAFRAN S A ADR 39,532 43,512
SALESFORCE.COM INC COM STOCK 101,740 141,832
SCHNEIDER UNSP ADR 20,237 26,431
SERVICENOW INC COM 94,934 192,165
SNAP ON INC COM 27,261 36,105
SONY GROUP CORP AMERN SH NEW 18,262 14,109
STERIS PLC REGISTERED SHS ISIN#IEOOBFY8C754 22,663 33,637
SYMRISE AG ADR 11,261 9,766
TARGET CORP COM 36,311 35,178
TEXAS INSTRUMENTS INC 37,411 35,967
THERMO FISHER SCIENTIFIC INC COM 75,779 73,780
THOMSON REUTERS CORP REGISTERED 22,024 28,360
TOTALENERGIES SE SPONS ADR 8,809 11,118
TRUIST FINL CORP COM 67,284 50,396
UBS GROUP AG SHS 27,368 27,223
UNILEVER PLC SPON ADR NEW 8,068 7,224
UNITEDHEALTH GROUP INC COM 59,236 91,079
VALE S A ADR 22,451 22,220
VISA INC COM CL A 93,460 126,530
WALMART INC COM 23,908 29,638
WASTE CONNECTIONS INC COM 26,675 29,257
WELLS FARGO & CO NEW COM 33,914 40,016
WORKDAY INC 50,992 61,837
ZOETIS INC CL A 50,630 70,066

TY 2023 InvestmentsGovtObligationsSch
Name:
THE TAMEAD FOUNDATION
EIN:
56-2305424
US Government Securities - End of Year Book Value:

373,096
US Government Securities - End of Year Fair Market Value:

358,694
State & Local Government Securities - End of Year Book Value:


297,161
State & Local Government Securities - End of Year Fair Market Value:


276,832


TY 2023 InvestmentsOtherSchedule2
Name:
THE TAMEAD FOUNDATION
EIN:
56-2305424
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AVALONBAY CMNTYS INC COM AT COST 32,425 28,452
DUKE RLTY CORP COM NEW AT COST 15,511 33,660
IRON MTN INC NEW COM AT COST 23,893 23,394
DOUBLELINE EMERGING MARKETS FIXED INCOME FUND CLASS I AT COST 154,246 128,073
WESTERN ASSET SMASH SERIES EC FUND AT COST 205,136 150,919
WESTERN ASSET SMASH SERIES C FUND AT COST 50,997 53,448
WESTERN ASSET SMASH SERIES M FUND AT COST 92,745 69,397
ISHARES INC CORE MSCI EMERGING MKTS ETF AT COST 511,236 448,341
VANGUARD INDEX FDS VANGUARD SMALL-CAP ETF AT COST 412,542 543,778
PAULSON INVESTMENT COMPANY I LP AT COST 495,971 190,994

TY 2023 OtherDecreasesSchedule
Name:
THE TAMEAD FOUNDATION
EIN:
56-2305424
Description Amount
CHANGE IN VALUE OF INVESTMENTS 4,478


TY 2023 OtherExpensesSchedule
Name:
THE TAMEAD FOUNDATION
EIN:
56-2305424
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVISORY FEES 79,371 79,371   0
NYS DEPARTMENT OF LAW 750 0   750


TY 2023 OtherIncomeSchedule2
Name:
THE TAMEAD FOUNDATION
EIN:
56-2305424
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
INCOME(LOSS) THRU PAULSON INVESTMENT COMPANY I LP -938 -938 -938
IRS REFUND 4,490   4,490


TY 2023 TaxesSchedule
Name:
THE TAMEAD FOUNDATION
EIN:
56-2305424
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 6,090 6,090   0