TY 2023 Form 990PF

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)
	1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	62,146	62,146
4	Dividends and interest from securities...	355,490	355,490
5a	Gross rents............	72,181	72,181
b	Net rental income or (loss) -64,812
6a	Net gain or (loss) from sale of assets not on line 10		254,630
b	Gross sales price for all assets on line 6a 4,124,322
7	Capital gain net income (from Part IV, line 2)...		254,630
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	744,447	744,447	0
	13	Compensation of officers, directors, trustees, etc.	104,500	0	0	104,500
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......	22,398	0	0	22,398
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	5,000	0	0	5,000
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	112,443	112,443	0	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	7,657	3,840	0	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	142,288	125,993	0	16,295
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	394,286	242,276	0	148,193
25	Contributions, gifts, grants paid.......	763,500			763,500
26	Total expenses and disbursements. Add lines 24 and 25	1,157,786	242,276	0	911,693
	27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-413,339
b	Net investment income (if negative, enter -0-)		502,171
c	Adjusted net income (if negative, enter -0-)...			0

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	2,315,491	1,202,167	1,266,098
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	0	List of Attached Documents: // Content 709,935	719,746
	b	Investments—corporate stock (attach schedule).......	9,575,370	List of Attached Documents: // Content 9,691,322	12,461,830
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	List of Attached Documents: // Content 440,217	List of Attached Documents: // Content 314,614	List of Attached Documents: // Content 301,686
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	12,331,078	11,918,038	14,749,360
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	0	0
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	12,331,078	11,918,038
	29	Total net assets or fund balances (see instructions).....	12,331,078	11,918,038
	30	Total liabilities and net assets/fund balances (see instructions).	12,331,078	11,918,038

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	254,630
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................	3

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	6,980
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	6,980
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	6,980
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	9,200
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	9,200
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.	8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......	9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...	10	2,220
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax2,220	Refunded	11	0

(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
RICHARD L ALPERN	DIRECTOR 0.00	0	0	0
PO BOX 20600 HUNTINGTON STATION,NY11746
JENNIFER HECHT	DIRECTOR, VICE PRESIDENT, SECRETARY 0.00	0	0	0
PO BOX 20600 HUNTINGTON STATION,NY11746
BETH MCNICHOLAS	DIRECTOR 0.00	0	0	0
PO BOX 20600 HUNTINGTON STATION,NY11746
BARBARA NAGEL	DIRECTOR, PRESIDENT 0.00	0	0	0
PO BOX 20600 HUNTINGTON STATION,NY11746
CATHERINE C OETGEN	DIRECTOR 0.00	0	0	0
PO BOX 20600 HUNTINGTON STATION,NY11746
ROCHELLE A RUBIN	DIRECTOR, EXECUTIVE DIRECTOR 25.00	66,300	6,590	0
PO BOX 20600 HUNTINGTON STATION,NY11746
STEPHANIE RUBIN	DIRECTOR 0.00	0	0	0
PO BOX 20600 HUNTINGTON STATION,NY11746
STEVEN I RUBIN	DIRECTOR, TREASURER 20.00	38,200	7,187	0
PO BOX 20600 HUNTINGTON STATION,NY11746

		(a) Corpus	(b) Years prior to 2022	(c) 2022	(d) 2023
1 Distributable amount for 2023 from Part X, line 7					712,513
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......	59,632
c From 2020......	147,014
d From 2021......	69,534
e From 2022......	119,613
f Total of lines 3a through e ........		395,793
4Qualifying distributions for 2023 from Part
XI, line 4: $ 911,693
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.....					712,513
e Remaining amount distributed out of corpus		199,180
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		594,973
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 ......		594,973
10 Analysis of line 9:
a Excess from 2019....	59,632
b Excess from 2020....	147,014
c Excess from 2021....	69,534
d Excess from 2022....	119,613
e Excess from 2023....	199,180

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ADELPHI BREAST CANCER HOTLINE ADELPHI UNIVERSITY GARDEN CITY,NY11530	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	10,000
ALLIANCE FOR JUSTICE 11 DUPONT CIRCLE NW 2ND FL WASHINGTON,DC20036	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	10,000
ARTISTIC REALIZATIONS TECHNOLOGIES 11 WHIPPERWILL WAY BELLE MEAD,NJ08502	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	10,000
BOTTOM LINE INC 44 COURT STREET SUITE 300 BROOKLYN,NY11201	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	15,000
BRENNAN CENTER FOR JUSTICE 120 BROADWAY NEW YORK,NY10271	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	25,000
BRONX WORKS 60 E TREMONT AVE BRONX,NY10463	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	10,000
CAMPHILL VILLAGE USA INC 84 CAMP HILL RD COPAKE,NY12516	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	5,000
CENTER FOR DISASTER PHILANTHROPYUKRAINIAN DISASTER CRISIS RECOVERY FUND 1 THOMAS CIRCLE NW SUITE 706 WASHINGTON,DC20005	NONE	PUBLIC CHARITY	EMERGENCY RELIEF	10,000
CENTRO CORAZON DE MARIA 31 EAST MOUNTAUK HWY HAMPTON BAYS,NY11986	NONE	PUBLIC CHARITY	MOTHERS OF PROTAGANITS PROGRAM	10,000
CINEMA ARTS CENTRE 423 PARK AVE HUNTINGTON,NY11743	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	30,000
CIRCLE OF BLUE 800 COTTAGEVIEW DR TRAVERSE CITY,MI49684	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	25,000
CITY MEALS ON WHEELS 355 LEXINGTON AVENUE NEW YORK,NY10017	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	5,000
COMMUNITY FOOD ADVOCATES 110 WALL ST NEW YORK,NY10005	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	5,000
COMMUNITY FUNDSWELLMET PHILANTHROPYCOMMUNITY TRUST 909 3RD AVE NEW YORK,NY10022	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	15,000
COUNCIL OF FOUNDATIONS 1255 23RD STREET NW 200 WASHINGTON,DC20037	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	3,000
DANCES FOR A VARIABLE POPULATION 560 RIVERSIDE DRIVE NEW YORK,NY10027	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	15,000
DOCUMENTARY EDUCATION RESOURCES 101 WATER STREET 5A WATERTOWN,MA02472	NONE	PUBLIC CHARITY	FISCAL SPONSOR OF DOCUMENTARY "HOUSE OF FALAK"	10,000
DOE FUND 232 E 84TH ST NEW YORK,NY10028	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	5,000
EXPONENT PHILANTHROPY 1720 N ST NW WASHINGTON,DC20036	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	1,000
FINCA INTERNATIONAL INC 1101 14TH STREET NW WASHINGTON,DC20005	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	5,000
FRIENDS OF KAREN 118 TITIEUS ROAD NORTH SALEM,NY10560	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	10,000
FRIENDS OF UNITED HATZALAH INC 442 FIFTH AVE 1866 NEW YORK,NY10018	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	10,000
GIRLS EDUCATION AND MENTORING SERVICES 201 W 148TH ST NEW YORK,NY10039	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	10,000
GLOBAL FUND FOR WOMEN 1375 SUTTER STREET SAN FRANCISCO,CA94109	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	20,000
GOD'S LOVE WE DELIVER 166 AVENUE OF THE AMERICAS NEW YORK,NY10013	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	5,000
HEBREW IMMIGRANT AID SOCIETYUKRAINIAN EMERGENCY RESPONSE FUND PO BOX 97077 WASHINGTON,DC20090	NONE	PUBLIC CHARITY	EMERGENCY RELIEF	10,000
HERSTORY WRITERS WORKSHOP 2539 MIDDLE COUNTRY RD CENTEREACH,NY11720	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	15,000
HOLOCAUST MEMORIAL & TOLERANCE CENTER OF NASSAU COUNTY 100 CRESCENT BEACH ROAD GLEN COVE,NY11542	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	10,000
HOMECOMING FARM 535 ALBANY AVENUE AMITYVILLE,NY11701	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	3,000
HOUSES ON THE MOON THEATRE COMPANY PO BOX 974 NEW YORK,NY10156	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	25,000
HUNGER PROJECT 301 BROADWAY BETHLEHEM,PA18015	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	10,000
INSPIRICA 141 FRANKLIN STREET STAMFORD,CT06901	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	10,000
INTERFAITH NUTRITION NETWORK 148 FRONT STREET HEMPSTEAD,NY11550	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	15,000
ISLAND HARVEST 199 SECOND STREET MINEOLA,NY11501	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	15,000
I-TRI PO BOX 567 EAST HAMPTON,NY11937	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	15,000
JACOB'S PILLOW 358 GEORGE CARTER ROAD BECKET,MA01223	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	10,000
JOYCE THEATER FOUNDATION 175 EIGHTH AVENUE NEW YORK,NY10011	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	5,000
KIDS IN NEED OF DEFENSE 12211 L STREET NW FL 2 WASHINGTON,DC20005	NONE	PUBLIC CHARITY	EMERGENCY RELIEF	10,000
LONG ISLAND CARES PO BOX 1330 BRENTWOOD,NY11717	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	15,000
LONG ISLAND COMMUNITY FOUNDATIONLONG ISLAND IMMIGRANT CHILDRENS FUND 900 WALT WIHTMAN ROAD MELVILLE,NY11747	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	15,000
LONG ISLAND CRISIS CENTER PRIDE FOR YOUTH 2740 MARTON AVE BELLMORE,NY11710	NONE	PUBLIC CHARITY	PRIDE OF YOUTH PROGRAM	5,000
MADRE 121 WEST 27TH STREET NEW YORK,NY10001	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	10,000
MAZON - A JEWISH RESPONSE TO HUNGER 1990 SOUTH BUNDY DRIVE LOS ANGELES,CA90025	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	15,000
MEDICARE RIGHTS CENTER 1460 BROADWAY NEW YORK,NY10036	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	2,500
MUSIC & MEMORY 160 FIRST STREET PO BOX 590 MINEOLA,NY11501	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	2,500
NATIONAL COALITION AGAINST CENSORSHIP 19 FULTON ST NEW YORK,NY10038	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	10,000
NATURE CONSERVANCY 250 LAWENCE HILL RD COLD SPRING HBR,NY11724	NONE	PUBLIC CHARITY	ENVIROMENTAL EDUCATION PROGRAMS	10,000
NEW HOUR FOR WOMEN & CHILDREN PO BOX 213 BRENTWOOD,NY11717	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	15,000
NEW ISRAEL FUND 1101 14TH ST NW WASHINGTON,DC20005	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	15,000
NEW YORK COMMON PANTRY 8 EAST 109TH ST NEW YORK,NY10029	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	15,000
OUT OF THE BOX THEATRE COMPANY INC 323 WEST 75TH ST NEW YORK,NY10023	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	3,000
PALMS FOR LIFE 4 WEST 43RD STREET NEW YORK,NY10036	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	10,000
RAPE ABUSE & INCEST NATIONAL NETWORK 635-B PENNSYLVANIA AVE SE WASHINGTON,DC20003	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	20,000
RIVERSIDE LANGUAGE PROGRAM INC 270 W 89TH ST NEW YORK,NY10024	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	10,000
SAFE COMMUNITES 313 W LIBERTY ST 242 LANCASTER,PA17603	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	15,000
SEEDS OF PEACE 370 LEXINGTON AVE NEW YORK,NY10019	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	20,000
SEPA MUJER 45 OAK STREET PATCHOGUE,NY11772	NONE	PUBLIC CHARITY	COVID-19 EMERGENCY FUND	10,000
SHARE 1501 BROADWAY NEW YORK,NY10136	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	2,500
SOMETHING GOOD IN THE WORLD 624 CROTON AVE CORTLAND MANOR,NY10562	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	15,000
THE RETREAT 13 GOODFRIED DR EAST HAMPTON,NY10024	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	10,000
THE SHIELD INSTITUTE 450 7TH AVE NEW YORK,NY10123	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	5,000
TREVOR PROJECT PO BOX 69232 WEST HOLLYWOOD,CA90069	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	5,000
TRICKLE UP 104 WEST 27TH STREET NEW YORK,NY10001	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	10,000
TRI-COMMUNITY AND YOUTH AGENCY INC 809 NEW YORK AVE HUNTINGTON STATION,NY11746	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	1,000
UJA FEDERATION OF NEW YORKISRAEL EMERGENCY FD PO BOX 4227 NEW YORK,NY102614227	NONE	PUBLIC CHARITY	ISRAEL EMERGENCY FUND	10,000
UNCHAINED AT LAST 208 LENOX AVENUE 189 WESTFIELD,NJ07090	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	10,000
USA FOR UNFPA 370 LEXINGTON AVE NEW YORK,NY10017	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	5,000
USC SHOAH INSTITUTE FOR VISUAL HISTORY AND EDUCATION 650 WEST 35TH STREET LOS ANGELES,CA90089	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	10,000
WHY HUNGER 505 EIGHTH AVENUE NEW YORK,NY10018	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	5,000
WOMEN FOR WOMEN INTERNATIONAL 4455 CONNECTICUT AVE WASHINGTON,DC20008	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	10,000
WOMEN MAKE MOVIES 115 WEST 29TH ST NEW YORK,NY10001	NONE	PUBLIC CHARITY	GENERAL OPERATING SUPPORT	5,000
WORLD CENTRAL KITCHEN 2000 MASSACHUSETTS AVE NW WASHINGTON,DC20001	NONE	PUBLIC CHARITY	EMERGENCY RELIEF	10,000
Total ................................. 3a				763,500

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation	(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	PUBLICLY TRADED SECURITIES	P
b	SHARES OF CO-OP CORP	D	2014-08-01	2023-06-08
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	3,846,322	3,693,222	153,100
b	278,000	176,470	101,530
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			153,100
b			101,530
c
d
e

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
SHUFRO ROSE & CO LLC	INVESTMENT MANAGEMENT	54,289
600 LEXINGTON AVENUE 15TH FLOOR NEW YORK,NY10022	INVESTMENT MANAGEMENT	54,289

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2023	(b) 2022	(c) 2021	(d) 2020	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income


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









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

bApproved for future payment

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

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........			14	62,146
4 Dividends and interest from securities ....			14	355,490
5 Net rental income or (loss) from real estate:
aDebt-financed property......			16	-64,812
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	254,630
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		607,454	0

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

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
DIRECTORS & OFFICERS LIAB INSURANCE	2,862	0	0	2,862
SUBSCRIPTIONS/MEMBERS FEES	7,070	0	0	7,070
NYS ANNUAL FILING FEE	750	0	0	750
OFFICE EXPENSES AND SUNDRY	5,613	0	0	5,613
MAINTENANCE FEES TO CO-OP CORP	109,486	109,486		0
INSURANCE	14,477	14,477		0
REPAIRS AND SUNDRY EXPENSES	2,030	2,030		0

Category	Amount	Net Investment Income	Adjusted Net Income
INVESTMENT MGMT & SAFEKEEING FEES	56,448	56,448	0
INVESTMENT MANAGEMENT FEES	44,995	44,995	0
MANAGEMENT AND OTHER PROFESSIONAL FEES	11,000	11,000

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAX ON INVESTMENT INCOME	3,840	3,840	0	0
FEDERAL EXCISE TAX	3,817	0	0	0

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

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Software ID:
Software Version: