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
ELNO FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)6705 BONAVENTURE COURT
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BETHESDA, MD208174026
A Employer identification number

52-1937414
B Telephone number (see instructions)

(301) 365-2334
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$6,351,872
J 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) 90,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 3,782 3,782  
4 Dividends and interest from securities... 88,003 88,003  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 120,405
b Gross sales price for all assets on line 6a 548,071
7 Capital gain net income (from Part IV, line 2)... 120,405
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)....... 219 219  
12 Total. Add lines 1 through 11........ 302,409 212,409  
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)....... 4,190 0   4,190
c Other professional fees (attach schedule).... 11,777 11,777   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 3,060 275   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 100 0   100
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 19,127 12,052   4,290
25 Contributions, gifts, grants paid....... 279,226 279,226
26 Total expenses and disbursements. Add lines 24 and 25 298,353 12,052   283,516
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,056
b Net investment income (if negative, enter -0-) 200,357
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............. 6,380 3,872 3,872
2 Savings and temporary cash investments......... 338,407 162,588 162,588
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)      
b Investments—corporate stock (attach schedule)....... 2,932,210 Click to see attachment
List of Attached Documents:
// Content
3,038,473
4,462,773
c Investments—corporate bonds (attach schedule)....... 1,708,533 Click to see attachment
List of Attached Documents:
// Content
1,787,781
1,620,989
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).......... 100,000 Click to see attachment
List of Attached Documents:
// Content
100,000
100,000
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
4,778
Click to see attachment
List of Attached Documents:
// Content
1,650
Click to see attachment
List of Attached Documents:
// Content
1,650
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,090,308 5,094,364 6,351,872
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 5,090,308 5,094,364
29 Total net assets or fund balances (see instructions)..... 5,090,308 5,094,364
30 Total liabilities and net assets/fund balances (see instructions). 5,090,308 5,094,364
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
5,090,308
2
Enter amount from Part I, line 27a .....................
2
4,056
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,094,364
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
5,094,364
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 CAPITAL GAIN DISTRIBUTION      
b BESSEMER PUBLIC SECURITIES   2022-04-06 2023-12-31
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 28     28
b 548,043   429,030 120,377
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       28
b       120,377
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 2 120,405
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 2,785
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 2,785
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 2,785
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 3,741
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 3,741
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 10 956
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow956 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 arrowMD
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 arrowMORRIS DWECK Telephone no.right arrow (301) 365-2334

Located atright arrow6705 BONAVENTURE CTBETHESDAMD ZIP+4right arrow208174026
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
KATHY DWECK DIRECTOR
0.50
0 0 0
6705 BONAVENTURE COURT
BETHESDA,MD208174026
MORRIS DWECK DIRECTOR
1.00
0 0 0
6705 BONAVENTURE COURT
BETHESDA,MD208174026
SUSAN DWECK DIRECTOR
0.00
0 0 0
1281 GULF OF MEXICO DRIVE APT 805C
LONGBOAT KEY,FL34228
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  
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
6,135,117
b
Average of monthly cash balances.......................
1b
147,219
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,282,336
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
6,282,336
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
94,235
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,188,101
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
309,405
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
309,405
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,785
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,785
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
306,620
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
306,620
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
306,620
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
283,516
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
283,516
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 7 306,620
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 278,755
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$ 283,516
a Applied to 2022, but not more than line 2a 278,755
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..... 4,761
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 ..........
301,859
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).)
KATHY DWECK
MORRIS DWECK
SUSAN DWECK
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

A WIDER CIRCLE

9159 BROOKVILLE ROAD
SILVER SPRING,MD20910
N/A PC SOCIAL SERVICE 1,000

ACTIVE MINDS

2001 S STREET NW 630
WASHINGTON,DC20009
N/A PC HEALTH CARE 2,000

ADVENTIST HEALTHCARE REHAB HOSPITAL

9909 MEDICAL CENTER DRIVE
ROCKVILLE,MD20850
N/A PC HEALTH CARE 500

AIGA- PROFESSIONAL ASSOCIATION FOR DESIGN

228 PARK AVE SOUTH 58603
NEW YORK CITY,NY10003
N/A PC EDUCATIONAL 500

ALEXANDER MUSS INSTITUTE OF ISRAELI EDUCATION

78 RANDALL AVENUE
ROCKVILLE CENTER,NY11570
N/A PC EDUCATIONAL 2,000

ALOPECIA AREATA FOUNDATION

65 MITCHELL BLVD 200B
SAN RAFAEL,CA94903
N/A PC HEALTH CARE 1,000

AMER ASSOC-BEN GURION UNIVERSITY OF THE NEG

POB 7410310
CHICAGO,IL60674
N/A PC EDUCATIONAL 5,000

AMERICAN CIVIL LIBERTIES UNION

125 BROAD STREET 18TH FLOOR
NEW YORK CITY,NY10004
N/A PC ADVOCACY 1,000

AMERICAN FOUNDATION FOR SUICIDE PREVENTION

199 WATER STREET 11TH FLOOR
NEW YORK CITY,NY10038
N/A PC HEALTH CARE 1,000

AMERICAN KIDNEY FUND

11921 ROCKVILLE PIKE 300
ROCKVILLE,MD20852
N/A PC HEALTH CARE 1,000

AMERICAN TECHNION SOCIETY

8311 AQUEDUCT ROAD
POTOMAC,MD20854
N/A PC EDUCATIONAL 2,500

AMERICARES

88 HAMILTON AVE
STAMFORD,CT06902
N/A PC HEALTH CARE 2,000

ANTI-DEFAMATION LEAGUE

1100 CONNECTICUT AVENUE 1020
WASHINGTON,DC20036
N/A PC ADVOCACY 4,000

ARTS FOR THE AGING

9841 WASHINGTONIAN BLVD SUITE 200-6
GAITHERSBURG,MD20878
N/A PC SOCIAL SERVICE 1,000

AVODAH JEWISH SERVICE CORP

2202 18TH STREET NW 175
WASHINGTON,DC20009
N/A PC COMMUNITY 1,000

BBYO INTERNATIONAL

800 EIGHTH STREET NW
WASHINGTON,DC20001
N/A PC COMMUNITY 1,000

B'NAI ISRAEL CONGREGATION

6301 MONTROSE ROAD
ROCKVILLE,MD20852
N/A PC RELIGIOUS 21,776

BRAIN AND BEHAVIOR RESEARCH FOUNDATION

747 THIRD AVENUE 33RD FLOOR
NEW YORK CITY,NY10017
N/A PC HEALTH CARE 2,000

BRUCE EDWARDS FOUNDATION FOR ALS RESEARCH

PO BOX 337
CROWNSVILLE,MD21032
N/A PC HEALTH CARE 1,000

CALIFORNIA FIRE FOUNDATION

1780 CREEKSIDE OAKS DRIVE
SACRAMENTO,CA95833
N/A PC COMMUNITY 2,000

CAPITAL AREA FOOD BANK

645 TAYLOR STREET NE
WASHINGTON,DC20007
N/A PC COMMUNITY 2,000

CENTRAL ASIA INSTITUTE

PO BOX 7209
BOZEMAN,MT59771
N/A PC EDUCATIONAL 1,000

CHI INC

10501 NEW HAMPSHIRE AVENUE
SILVER SPRING,MD20903
N/A PC HEALTH CARE 1,500

CODEORG

1501 4TH AVENUE 900
SEATTLE,WA98101
N/A PC EDUCATIONAL 500

CROHNS AND COLITIS FOUNDATION OF AMERICA

2202 18TH STREET NW 116
WASHINGTON,DC20009
N/A PC HEALTH CARE 25,000

CYSTIC FIBROSIS FOUNDATION

3008 45TH STREET NW
WASHINGTON,DC20016
N/A PC HEALTH CARE 1,000

DETERMINED 2 HEAL

8305 HACKAMORE DREIVE
POTOMAC,MD20854
N/A PC HEALTH CARE 1,000

DOCTORS WITHOUT BORDERS

PO BOX 5030
HAGERSTOWN,MD21741
N/A PC HEALTH CARE 3,000

EAGLE BANK FOUNDATION

7830 OLD GEORGETOWN ROAD
BETHESDA,MD20814
N/A PC HEALTH CARE 1,000

ENVIRONMENTAL DEFENSE FUND

257 PARK AVENUE SOUTH
NEW YORK CITY,NY10010
N/A PC ADVOCACY 2,000

EVERYTOWN FOR GUN SAFETY

PO BOX 3886
NEW YORK CITY,NY10163
N/A PC ADVOCACY 2,000

FLORIDA STUDIO THEATER

1241 NORTH PALM AVENUE
SARASOTA,FL32436
N/A PC EDUCATIONAL 1,000

FOR THEIR THOUGHTS FOUNDATION

513 GARFIELD STREET
OCEANSIDE,CA92054
N/A PC HEALTH CARE 1,000

FOUR PAWS FOR ABILITY

253 DAYTON AVENUE
XENIA,OH45385
N/A PC ADVOCACY 500

FRIENDS CLUB

6601 BRADLEY BLVD
BETHESDA,MD20817
N/A PC HEALTH CARE 200

FRIENDS OF ISRAEL DISABLED VETERANS

1133 BROADWAY SUITE 318
NEW YORK CITY,NY10010
N/A PC COMMUNITY 1,000

GIRLS WHO CODE

1250 BROADWAY 17TH FLOOR
NEW YORK CITY,NY10001
N/A PC EDUCATIONAL 1,000

GREATER BOSTON FOOD BANK

70 SOUTH BAY AVENUE
BOSTON,MA02118
N/A PC COMMUNITY 2,000

HABITAT FOR HUMANITY

322 WEST LAMAR STREET
AMERICUS,GA31709
N/A PC COMMUNITY 1,000

HADASSAH

40 WALL STREET
NEW YORK CITY,NY10005
N/A PC HEALTH CARE 4,000

HEBREW HOME OF GREATER WASHINGTON

6121 MONTROSE ROAD
ROCKVILLE,MD20852
N/A PC HEALTH CARE 17,600

HERB COHEN MEMORIAL FUND

115 WIGHT AVENUE 1850
COCKEYSVILLE,MD21030
N/A PC COMMUNITY 1,000

HIGH FIVES FOUNDATION

PO BOX 3212
TRUCKEE,CA96160
N/A PC HEALTH CARE 1,000

HILLEL OF UNIVERSITY OF MARYLAND

7612 MOWATT LANE
COLLEGE PARK,MD20740
N/A PC EDUCATIONAL 3,000

HOMELESS CHILDRENS PLAYTIME PROJECT

1525 NEWTON STREET NW
WASHINGTON,DC20010
N/A PC COMMUNITY 3,000

HOSPITAL FOR SICK CHILDREN

1731 BUNKER HILL ROAD NORTH
WASHINGTON,DC20017
N/A PC HEALTH CARE 2,000

HOUSE OF RUTH

5 THOMAS CIRCLE NW 4
WASHINGTON,DC20005
N/A PC HEALTH CARE 2,000

INNOVATIVE GENOMICS INITIATIVE

C/O UC BERKLEY 2080 ADDISON 4200
BERKLEY,CA94720
N/A PC HEALTH CARE 2,000

IONA SENIOR SERVICES

4125 ALBERMARLE ST NW
WASHINGTON,DC20016
N/A PC HEALTH CARE 1,000

ISRAEL GUIDE DOG CENTER

968 EASTON ROAD SUITE H
WARRINGTON,PA18976
N/A PC COMMUNITY 2,000

JEWISH COMMUNITY CENTER

6125 MONTROSE ROAD
ROCKVILLE,MD20852
N/A PC COMMUNITY 1,000

JEWISH COMMUNITY RELATIONS COUNCIL OF GR WASH

6101 EXECUTIVE BLVD 300
NORTH BETHESDA,MD20852
N/A PC ADVOCACY 5,000

JEWISH FEDERATION OF GREATER WASHINGTON

6101 EXECUTIVE BLVD
NORTH BETHESDA,MD20852
N/A PC COMMUNITY 25,000

JEWISH NATIONAL FUND

42 EAST 69TH STREET
NEW YORK CITY,NY10021
N/A PC COMMUNITY 2,000

JEWISH SOCIAL SERVICES AGENCY

200 WOOD HILL ROAD
ROCKVILLE,MD20850
N/A PC SOCIAL SERVICE 13,000

JUVENILE DIABETES RESEARCH FOUNDATION

26 BROADWAY 14TH FLOOR
NEW YORK CITY,NY10004
N/A PC HEALTH CARE 1,000

KRIPALU CENTER FOR YOGA AND HEALTH

PO BOX 309
STOCKBRIDGE,MA01262
N/A PC COMMUNITY 500

LEUKEMIA & LYMPHOMA SOCIETY

PO BOX 98018
WASHINGTON,DC200908018
N/A PC HEALTH CARE 1,000

LIFELINE FOR THE OLD

PO BOX 494
ENGLEWOOD,NJ07631
N/A PC HEALTH CARE 2,000

LOTUS CAMPAIGN

200 SOUTH COLLEGE STREET 200
CHARLOTTE,NC28202
N/A PC ADVOCACY 2,000

MAD RIVER VALLEY COMMUNITY FUND

PO BOX 353
WAITSFIELD,VT05673
N/A PC COMMUNITY 2,000

MAGEN DAVID ADOM-ARMDI

20 WEST 36TH STREET 1100
NEW YORK CITY,NY10018
N/A PC HEALTH CARE 5,000

MAIN STREET CONNECT

6200 POINDEXTER LANE
ROCKVILLE,MD20852
N/A PC ADVOCACY 1,000

MAKOM (FORMERLY JFGH)

1500 EAST JEFFERSON STREET
ROCKVILLE,MD20852
N/A PC HEALTH CARE 2,000

MARYS CENTER FOR MATERNALCHILD CARE

2333 ONTARIO ROAD NW
WASHINGTON,DC20009
N/A PC HEALTH CARE 2,000

MASORTI FOUNDATION CONSERVATIVE JUDAISM

3080 BROADWAY
NEW YORK CITY,NY10027
N/A PC RELIGIOUS 2,000

MAZON

10850 WILSHIRE BLVD 400
LOS ANGELES,CA90024
N/A PC COMMUNITY 2,000

MORGAN PRESSEL FOUNDATION

PO BOX 480157
DELRAY BEACH,FL33448
N/A PC HEALTH CARE 500

MOTHERS AGAINST DRUNK DRIVING

511 EAST JOHN CARPENTER FREEWAY
IRVING,TX75062
N/A PC HEALTH CARE 1,000

MSPCA-ANGELL ANIMAL MEDICAL CENTER

350 SOUTH HUNTINGTON AVE
BOSTON,MA02130
N/A PC COMMUNITY 1,000

NARAL-PRO CHOICE AMERICA

1725 EYE STREET NW 900
WASHINGTON,DC20006
N/A PC COMMUNITY 2,000

NATIONAL JEWISH MEDICAL & RESEARCH CENTER

1400 JACKSON STREET
DENVER,CO80206
N/A PC HEALTH CARE 3,000

OPERATION UNDERSTANDING

4005 WISCONSIN AVENUE 5705
WASHINGTON,DC20016
N/A PC COMMUNITY 1,000

OVARIAN CANCER NATIONAL ALLIANCE

1101 14TH STREET NW 850
WASHINGTON,DC20005
N/A PC HEALTH CARE 1,000

PLANNED PARENTHOOD

PO BOX 97166
WASHINGTON,DC200908018
N/A PC HEALTH CARE 2,000

PROTECT THE CHILDREN FUTURE CORP

PO BOX 1167
BOWIE,MD20718
N/A PC COMMUNITY 1,500

RAZOM INC

140 2ND AVENUE 305
NEW YORK CITY,NY10003
N/A PC SOCIAL SERVICE 2,000

SOME

71 0 STREET NW
WASHINGTON,DC20001
N/A PC COMMUNITY 2,000

SHIRLEY POVICH CENTER

2220G KNIGHT HALL
COLLEGE PARK,MD20742
N/A PC EDUCATIONAL 1,000

SILVER SPRING VILLAGE

8700 GEORGIA AVE 306
SILVER SPRING,MD20910
N/A PC COMMUNITY 500

SUBURBAN HOSPITAL

8600 OLD GEORGETOWN ROAD
BETHESDA,MD20814
N/A PC HEALTH CARE 1,000

SUNFLOWER BAKERY

5851 HALPINE ROAD
ROCKVILLE,MD20851
N/A PC COMMUNITY 200

THE ELEPHANT SANCTUARY

PO BOX 393
HOHENWALD,TN38462
N/A PC COMMUNITY 500

THE JIMMY FUND

10 BROOKLINE PL WEST 6TH FLOOR
BROOKLINE,MA02445
N/A PC HEALTH CARE 1,000

THE SCHECHTER INSTITUTES INC

BOX 3566 POB 8500
PHILADELPHIA,PA19178
N/A PC EDUCATIONAL 5,000

THE V FOUNDATION FOR CANCER RESEARCH

14600 WESTON PARKWAY
CARY,NC27513
N/A PC HEALTH CARE 2,000

TOYS FOR TOTS

PO BOX 4002036
DES MOINES,IA50340
N/A PC EDUCATIONAL 250

TWO HANDS FOUR PAWS FOUNDATION

2240 FEDERAL AVENUE
LOS ANGELES,CA90064
N/A PC COMMUNITY 1,000

UNION OF CONCERNED SCIENTISTS

TWO BRATTLE SQUARE
CAMBRIDGE,MA02138
N/A PC ADVOCACY 1,000

UNITED HATZALAH OF ISREAL

442 5TH AVENUE SUITE 1866
NEW YORK CITY,NY10018
N/A PC HEALTH CARE 5,000

UNITED STATES HOLOCAUST MUSEUM

100 RAOUL WALLENBERG PLACE SW
WASHINGTON,DC20024
N/A PC COMMUNITY 2,000

UNITED24-UKRAINE HOUSE DC FOUNDATION

2134 KALORAMA ROAD
WASHINGTON,DC20008
N/A PC HEALTH CARE 2,000

VESTED INTEREST IN K9'S

PO BOX 9
EAST TAUNTON,MA02718
N/A PC COMMUNITY 500

VICTIMS FIRST

4195 CHINO HILLS PARKWAY 593
CHINO HILLS,CA91709
N/A PC ADVOCACY 2,000

WATERORG

117 WEST 20TH STREET 203
KANSAS CITY,MO64108
N/A PC HEALTH CARE 2,000

WESTSIDE FOOD BANK

1710 22ND STREET
SANTA MONICA,CA90404
N/A PC COMMUNITY 2,000

WETA RADIO

2775 QUINCY STREET SOUTH
ARLINGTON,VA22206
N/A PC COMMUNITY 500

WGBH RADIO

ONE GUEST STREET
BOSTON,MA02135
N/A PC COMMUNITY 500

WILMER EYE INSTITUTE

600 NORTH WOLFE STREET
BALTIMORE,MD21287
N/A PC HEALTH CARE 5,000

WOMEN FOR WOMEN INTERNATIONAL

PO BOX 9224
CENTRAL ISLIP,NY11722
N/A PC COMMUNITY 2,000

WOMENS REPRODUCTIVE RIGHTS ASSISTANCE PRO

1902A LINCOLN BLVD SUITE 1338
SANTA MONICA,CA90405
N/A PC HEALTH CARE 2,000

WORLD CENTRAL KITCHEN

200 MASSACHUSETTS AVENUE 7TH FLOOR
WASHINGTON,DC20001
N/A PC COMMUNITY 5,000

HANDS OF LOVE FOUNDATION

9872 AVENEL FARM DRIVE
POTOMAC,MD20854
N/A PC HEALTH CARE 200

HAWAII COMMUNITY FOUNDATION

444 HANA HWY SUITE 201
KAHULUI,HI96732
N/A PC COMMUNITY 5,000

VERMONT COMMUNITY FOUNDATION

3 COURT STREET
MIDDLEBURY,VT05753
N/A PC COMMUNITY 5,000
Total .................................right arrow 3a 279,226
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 3,782  
4 Dividends and interest from securities ....     14 88,003  
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 .....     14 219  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 120,405  
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) .. 0 212,409 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
212,409
(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
ELNO FAMILY FOUNDATION INC
 
Employer identification number

52-1937414
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
ELNO FAMILY FOUNDATION INC
 
Employer identification number
52-1937414
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
MORRIS DWECK
 
6705 BONAVENTURE COURT
 
BETHESDA, MD208174026

$ 50,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
2
ELANA DWECK
 
3775 WASATCH AVENUE
 
LOS ANGELES, CA90066

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
3
NOAH DWECK
 
461 EAST 6TH STREET
 
SOUTH BOSTON, MA02127

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
4
SUSAN DWECK
 
1281 GULF OF MEXICO DRIVE APT 805C
 
LONGBOAT KEY, FL34228

$ 30,000


(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.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
ELNO FAMILY FOUNDATION INC
 
Employer identification number

52-1937414
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
ELNO FAMILY FOUNDATION INC
 
Employer identification number

52-1937414
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 AccountingFeesSchedule
Name:
ELNO FAMILY FOUNDATION INC
EIN:
52-1937414
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 4,190 0   4,190

TY 2023 InvestmentsCorpBondsSchedule
Name:
ELNO FAMILY FOUNDATION INC
EIN:
52-1937414
Name of Bond End of Year Book Value End of Year Fair Market Value
OW FIXED INCOME FUND 1,537,009 1,409,500
OW CREDIT INCOME FUND 250,772 211,489

TY 2023 InvestmentsCorpStockSchedule
Name:
ELNO FAMILY FOUNDATION INC
EIN:
52-1937414
Name of Stock End of Year Book Value End of Year Fair Market Value
ALPHABET INC CLASS C 9,633 42,279
META PLATFORMS INC 15,045 27,254
TAKE-2 INTERACTIVE 14,622 18,509
AMAZON.COM INC 14,968 45,582
HILTON WORLDWIDE HOLDINGS 8,739 15,477
MERCADOLIBRE INC 12,696 15,715
COSTCO WHSL CORP NEW 9,238 12,541
WALMART INC 15,383 16,553
CONCOPHILLIPS 5,703 15,669
PIONEER NATURAL RESOURCES 6,274 8,995
SCHLUMBERGER LTD 22,089 21,336
AON PLC 8,918 9,894
BANK OF AMERICA CORP 19,956 23,400
BLACKSTONE INC 4,077 10,473
BROOKFIELD ASSET MANAGEMENT 8,212 8,426
JPMORGAN CHASE & CO 21,447 24,664
S&P GLOBAL INC 10,839 16,739
DANAHER CORP 8,524 16,887
HEALTH CARE SELECT SPDR 14,432 14,319
IQVIA HOLDINGS INC 11,905 18,510
THERMO FISHER SCIENTIFIC 1,716 15,923
UNITEDHEALTH GROUP INC 15,751 32,114
COPART INC 11,320 20,090
EATON CORP PLC 7,074 12,041
HOWMET AEROSPACE INC 13,245 20,024
NORTHROP GRUMMAN CORP 10,903 13,107
TRANSUNION 19,510 20,269
APPLE INC 6,461 65,460
MICROSOFT CORP 13,676 81,224
MOTOROLA SOLUTIONS INC 18,236 22,229
NVIDIA CORP 15,001 28,722
ORACLE CORP 17,208 22,140
SERVICENOW INC 2,906 12,010
VISA, INC. 15,497 45,561
VULCAN MATERIALS 8,768 11,350
PROLOGIS INC 17,731 17,995
AMEREN CORP 12,852 13,382
NEXTERA ENERGY INC 14,489 11,540
LVMH MOET HENNESSY VUITTON 6,378 12,159
CANADIAN PACIFIC RAILWAY 14,809 15,476
ASML HOLDING 11,496 18,078
ISHARES CHINA LRGE-CAP ETF 9,831 6,848
OW LARGE CAP STRATEGIES FD 1,608,125 2,397,163
OW SMALL & MIDCAP STRAT FE 795,664 1,013,261
CONSTELLATION SOFTWARE 4,984 4,973
ASHTEAD GROUP 10,983 11,477
ALIMENTATION COUCHE-TARD 20,449 24,218
SHERWIN-WILLIAMS CO. 11,654 15,595
CRH PLC 5,119 5,187
MARVELL TECHNOLOGY INC 11,190 14,474
GARTNER INC CL A 12,865 16,239
CENCORA, INC. 19,005 23,618
INTERCONTINENTAL EXCHG INC 14,898 19,264
LOWES COS INC 11,660 12,240
BATH & BODY WORKS INC 4,319 4,100

TY 2023 InvestmentsOtherSchedule2
Name:
ELNO FAMILY FOUNDATION INC
EIN:
52-1937414
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ISRAEL BONDS AT COST 100,000 100,000

TY 2023 OtherAssetsSchedule
Name:
ELNO FAMILY FOUNDATION INC
EIN:
52-1937414
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INVESTMENT INCOME 1,037 694 694
INCOME TAX OVERPAYMENT 3,741 956 956


TY 2023 OtherExpensesSchedule
Name:
ELNO FAMILY FOUNDATION INC
EIN:
52-1937414
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK CHARGES 100 0   100


TY 2023 OtherIncomeSchedule2
Name:
ELNO FAMILY FOUNDATION INC
EIN:
52-1937414
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MISCELLANEOUS 219 219 219


TY 2023 OtherProfessionalFeesSchedule
Name:
ELNO FAMILY FOUNDATION INC
EIN:
52-1937414
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 11,777 11,777   0


TY 2023 TaxesSchedule
Name:
ELNO FAMILY FOUNDATION INC
EIN:
52-1937414
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID 275 275   0
FEDERAL TAX PAID 2,785 0   0