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 REMMER FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)3801 PGA BLVD SUITE 810
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PALM BEACH GARDENS, FL33410
A Employer identification number

06-1313986
B Telephone number (see instructions)

(561) 508-4500
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$5,253,262J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 88,876 88,876  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 35,382
b Gross sales price for all assets on line 6a 1,463,427
7 Capital gain net income (from Part IV, line 2)... 35,382
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........ 124,258 124,258  
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)....... Click to see attachment
List of Attached Documents:
// Content
8,500 8,500   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
39,936 39,936   0
17 Interest............... 212 212   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,068 3,068   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
62,172 33,350   26,422
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 113,888 85,066   26,422
25 Contributions, gifts, grants paid....... 268,796 268,796
26 Total expenses and disbursements. Add lines 24 and 25 382,684 85,066   295,218
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -258,426
b Net investment income (if negative, enter -0-) 39,192
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............. 108,129 85,140 85,140
2 Savings and temporary cash investments.........      
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)....... 2,221,170 Click to see attachment
List of Attached Documents:
// Content
2,432,973 		3,767,315
c Investments—corporate bonds (attach schedule)....... 534,067 0 0
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).......... 714,379 Click to see attachment
List of Attached Documents:
// Content
801,206 		1,400,807
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) 3,577,745 3,319,319 5,253,262
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 3,577,745 3,319,319
29 Total net assets or fund balances (see instructions)..... 3,577,745 3,319,319
30 Total liabilities and net assets/fund balances (see instructions). 3,577,745 3,319,319
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
3,577,745
2
Enter amount from Part I, line 27a .....................
2
-258,426
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,319,319
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
3,319,319
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 FROM PARTNERSHIPS P    
c CAPITAL GAINS DIVIDENDS P    
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 1,434,480   1,386,966 47,514
b     41,079 -41,079
c 28,947     28,947
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       47,514
b       -41,079
c       28,947
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 35,382
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) 1 545
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........................... 3 545
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- ..... 5 545
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 7,060
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 7,060
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 6,515
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow6,515 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 arrowFL
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 arrowBALLENTINE PARTNERS LLC Telephone no.right arrow (561) 508-4500

Located atright arrow3801 PGA BLVD SUITE 810PALM BEACH GARDENSFL ZIP+4right arrow33410
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
ANNE COLE DIR / SEC
1.00 		0 0 0
BALLENTINE PARTNERS 3801 PGA BLVD
PALM BEACH GARDENS,FL33410
ELLEN REMMER PRES / DIR
1.00 		0 0 0
BALLENTINE PARTNERS 3801 PGA BLVD
PALM BEACH GARDENS,FL33410
SUSAN R RYZEWIC DIR / TREAS
1.00 		0 0 0
BALLENTINE PARTNERS 3801 PGA BLVD
PALM BEACH GARDENS,FL33410
STEVEN FOX DIRECTOR
1.00 		0 0 0
BALLENTINE PARTNERS 3801 PGA BLVD
PALM BEACH GARDENS,FL33410
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
3,712,111
b
Average of monthly cash balances.......................
1b
181,031
c
Fair market value of all other assets (see instructions)................
1c
1,477,027
d
Total (add lines 1a, b, and c).........................
1d
5,370,169
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
5,370,169
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
80,553
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,289,616
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
264,481
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
264,481
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
545
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
545
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
263,936
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
263,936
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
263,936
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
295,218
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
295,218
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 7 263,936
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 266,296
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$ 295,218
a Applied to 2022, but not more than line 2a 266,296
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..... 28,922
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 .......... 		235,014
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

DBWPC INC

40 E ADAMS ST STE 130
JACKSONVILLE,FL32202 		N/A PC GIRL CENTERED PRACTICE PARTNERSHIP 10,000

ENVIRONMENTAL DEFENSE FUND

257 PARK AVENUE SOUTH
NEW YORK,NY10010 		N/A PC IMPLEMENT THE CALETA CERTIFICATION SYSTEM IN CHILE 20,000

GENERATION WOW

482 JACKSONVILLE DRIVE
JACKSONVILLE BEACH,FL32250 		N/A PC TO FUND SCHOLARSHIPS FOR GIRLS TO ATTEND GENERATION WOW CONFERENCE 15,000

GIRLS ATHLETIC LEADERSHIP SCHOOL LOS ANGELES

8015 VAN NUYS BLVD
PANORAMA CITY,CA91402 		N/A PC TO FUND DIRECTOR OF MOVEMENT AND ATHLETICS POSITION 12,560

GIRLS ON THE RUN OF NORTHEAST FLORIDA

6850 BELFORT OAKS PL
JACKSONVILLE,FL32216 		N/A PC GIRLS ON THE RUN SCHOLARSHIP PROGRAM 15,000

GLOUCESTER MARINE GENOMICS INSTITUTE INC

417 MAIN STREET
GLOUCESTER,ME01930 		N/A PC SUPPORT MANAGEMENT OF THE JONAH CRAB FISHERY VIA CONSERVATION GENOMICS 15,000

JUNIOR ACHIEVEMENT OF NORTHERN FLORIDA

4049 WOODCOCK DR
JACKSONVILLE,FL32207 		N/A PC WORK AND CAREER READINESS/STEM 10,000

KING BAUDOIUN FOUNDATION

551 FIFTH AVE SUITE 2400
NEW YORK,NY10176 		N/A PC HUBOCEAN 10,000

MARINE STEWARDSHIP COUNCIL LIMITED

2110 N PACIFIC ST STE 102
SEATTLE,WA98103 		N/A PC SUPPORT SUSTAINABLE USE OF FISHERY RESOURCES 10,000

MILLENNIUM CAMPUS NETWORK

101 HUNTINTON AVENUE SUITE 2205
BOSTON,MA02199 		N/A PC MILLENNIUM OCEANS PRIZE 30,000

PEW CHARITABLE TRUSTS

901 E STREET NW
WASHINGTON,DC20004 		N/A PC ADVOCATE FOR THE NATURE COAST AQUATIC PRESERVE 15,000

SMALL SCALE FISHERIES FUNDERS NETWORK

PO BOX 1829
DILLON,CO80435 		N/A PC HIRE ADDITIONAL STAFF 5,000

THE NATURE CONSERVANCY MAINE

14 MAINE ST SUITE 401
BRUNSWICK,ME04011 		N/A PC TO SUPPORT THE GULF OF MAINE SUSTAINABLE FISHERIES PROGRAM 15,000

THE NATURE CONSERVANCY MONTANA

32 S EWING
HELENA,MT59601 		N/A PC RESTORING THE FISHERIES HABITAT IN THE MT HEADWATER BASIN 10,000

DONOR ADVISED FUND

PO BOX 770001
CINCINNATI,OH45277 		N/A NC TO BE USED FOR FUTURE GIVING. 76,236
Total .................................right arrow 3a 268,796
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 88,876  
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 35,382  
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) .. 0 124,258 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
124,258
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE REMMER FAMILY FOUNDATION INC
EIN:
06-1313986
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 8,500 8,500   0

TY 2023 InvestmentsCorpStockSchedule
Name:
THE REMMER FAMILY FOUNDATION INC
EIN:
06-1313986
Name of Stock End of Year Book Value End of Year Fair Market Value
3I GROUP PLC 901 1,823
ABBOTT LABS 8,423 8,255
ABBVIE INC COM 3,962 7,129
ACCENTURE PLC IRELAND SHS CLASS A 4,379 22,809
ADOBE SYS INC COM 2,474 13,722
ADVANCED MICRO DEVICES 3,328 8,550
AGNICO EAGLE MINES LTD COM 1,222 2,029
AIA GROUP LTD SPONSORED ADR 3,485 3,363
ALIBABA GROUP HLDS LTD SPONSORED ADS 2,270 2,063
ALLIANZ SE SP ADR 1/10 SH 3,263 5,605
ALLSTATE CORP COM 1,568 3,240
ALPHABET INC CAP STK CL A 10,885 37,437
AMAZON COM INC COM 9,071 34,946
AMERICAN EXPRESS CO 3,354 6,932
AMERICAN WTR WKS CO INC NEW COM 6,180 10,955
AMGEN INC COM 5,293 10,657
ANALOG DEVICES INC 1,782 3,177
ANZ GROUP HLDGS LTD 7,140 11,437
APPLE INC COM 9,485 85,291
APPLIED MATLS INC COM 1,421 7,941
ASML HOLDING N V N Y REGISTRY SHS 2,647 18,923
ASTRAZENECA PLC SPONSORED ADR 3,872 6,870
AT&T INC 2,843 3,222
AUTODESK INC COM 1,380 4,626
AUTOMATIC DATA PROCESSING INC COM 3,060 8,203
AVALONBAY CMNTYS INC 1,528 1,700
AVIVA PLC SPONSORED ADR 3,401 4,875
BAKER HUGHES COMPANY 2,876 6,665
BANCO BRADESCO S A SP ADR PFD NEW 1,892 2,359
BANCO SANTANDER CHILE NEW 1,906 2,222
BANCOLOMBIA S A 2,066 2,284
BANK NOVA SCOTIA B C 8,179 9,543
BANK AMER CORP COM 5,277 10,640
BANK NEW YORK MELLON CORP 2,436 2,863
BAYERISCHE MOTOREIN WERKE A G 2,932 3,908
BECTON DICKINSON & CO COM 2,895 9,509
BEST BUY INC 2,260 2,455
BILIBILI INC 868 888
BLACKROCK INC COM 5,487 12,989
BOEING CO COM 2,515 3,389
BRISTOL-MYERS SQUIBB CO 3,647 3,797
BROADCOM INC 7,490 8,930
BUNGE LIMITIED 2,110 2,221
CATERPILLAR INC DEL COM 2,681 9,461
CBRE GROUP INC CL A 3,837 13,777
CENOVUS ENERGY INC 2,643 8,708
CISCO SYS INC COM 4,865 13,388
CLOROX INC 2,666 2,709
CNH INDL N V 2,275 2,339
COCA COLA CO COM 6,756 10,018
COGNIZANT TECHNOLOGY SOLUTIONS CL A 2,182 4,607
COLGATE PALMOLIVE CO 3,145 3,507
COMCAST CORP NEW CL A 2,321 3,289
COMMONWEALTH BANK OF AUSTRALIA SPONSORED ADR 7,551 10,819
COMPAGNIE FIN RICHEMONTAG SWI ADR 2,879 6,199
COMPASS GROUP PLC 3,808 4,811
CVS HEALTH CORP COM 900 1,263
DAIICHI SANKYO CO LTD 878 1,012
DAIKIN INDS LTD 2,462 3,396
DAIWA HOUSE IND LTD 9,264 12,211
DANAHER CORPORATION 8,087 8,568
DASSAULT SYS S A SPONSORED ADR 1,825 5,637
DELL TECHNOLOGIES INC 724 842
DIAGEO P L C SPON ADR NEW 10,222 13,838
DNB ASA SPONSORED 5,810 10,108
DR REDDYS LABS LTD 1,811 1,809
EAST JAPAN RAILWAY CO 1,515 1,606
EATON VANCE INCOME FUND OF BOSTON 28,256 29,491
ECOLAB INC 8,708 10,742
ELI LILLY & CO 3,732 10,493
EVERSOURCE ENERGY 1,856 1,975
FAST RETAILING CO 3,317 5,172
FERRARI N V COM 581 2,369
FIDELITY CONSERVATIVE INCOME BOND 40,000 40,200
FIFTH THIRD BANCORP 2,514 6,585
FISERV INC COM 788 2,125
FMC CORP 1,654 1,694
FORTESCUE METALS GROUP LTD SPONSORED ADR 1,560 9,064
FUJIFILM HLDGS CORP 1,856 2,210
FUJITSU LTD 1,201 1,201
GDS HLDGS LTD 1,024 885
GE AEROSPACE 1,362 2,810
GEN DIGITAL INC 1,491 1,917
GENERAL MILLS INC 4,050 5,146
GILEAD SCIENCES INC 3,925 4,618
GOLDMAN SACHS GROUP INC COM 2,138 4,629
GRUPO AEROPORTUARIO DEL SUREST 2,168 2,943
HALLIBURTON CO 3,334 11,568
HARTFORD FINL SCVS GROUP 6,308 7,196
HERSHEY CO COM 4,427 8,017
HITACHI LTD ADR 10 COM 2,395 6,506
HOME DEPOT INC 4,291 12,129
HONG KONG EXCHANGES & CLEARING 3,473 4,966
HP INC 2,458 2,520
HSBC HLDGS PLC SPON ADR NEW 3,330 5,189
HUMANA INC COM 1,030 2,752
ICICI BK LTD ADR 1,692 5,340
IDEX CORP COM 2,517 6,296
INDUSTRIAL & COML BK CHINA ADR 1,371 1,390
INFOSYS LTD 2,750 7,058
INTEL CORP COM 4,680 7,387
INTERNATIONAL BUSINESS MACHS 790 981
INTERNATIONAL FLAVORS & FRAGRANCE 2,193 2,798
INTERUBLIC GROUP COS 3,532 6,561
JD.COM INC 4,412 4,016
JOHNSON & JOHNSON COM 10,445 15,517
JPMORGAN CHASE & CO COM 5,562 13,608
KB FINL GROUP INC 7,074 10,177
KB HOME 2,555 4,060
KBC GROUP N V 2,300 2,793
KILRY RLTY CORP 2,729 3,513
KOMATSU LTD 3,012 4,023
KONINKLUKE AHOLD DELHAIZE 1,028 976
KONINKLUKE PHILIPS N V 1,643 2,660
KROGER CO 2,701 2,788
L OREAL CO ADR 5,378 14,912
LAZARD FDS INC GBL INFRA 120,435 123,177
LENOVA GROUP LTD 3,390 8,643
LI AUTO INC 1,445 1,572
LINCOLN NATL CORP 932 1,187
LOCALIZA RENT A CAR 1,905 4,549
LOCKHEAD MARTIN CORP 4,774 8,612
LUCID GROUP INC 837 825
LMVH MOET HENNESSY 5,093 10,559
MARATHON PETE CORP 3,041 3,264
MASTERCARD INCORPORATED CL A 3,003 11,942
MCCORMICK & CO INC COM NON VTG 2,752 3,993
MCDONALDS CORP COM 5,188 13,639
MEDTRONICS PLC 3,142 3,130
MERCEDES BENZ GROUP 5,346 7,739
MERCK & CO INC COM 6,737 11,199
META PLATFORMS INC 7,733 20,884
MICROSOFT CORP COM 8,497 84,233
NASPERS LIMITED 1,617 2,196
NESTLE S A SPONSORED ADR 4,724 7,516
NETFLIX INC COM 976 3,408
NIPPON TELEG TEL CORP 4,149 4,539
NORTHROP GRUMMAN CORP 1,355 1,404
NOVARTIS A G SPONSORED ADR 5,916 10,097
NOVO-NORDISK A S 4,297 14,069
NVIDIA CORP COM 2,029 38,132
OMNICOM GROUP INC COM 6,797 7,848
OMRON CORP 1,431 1,580
OMV AG SPON 1,217 1,669
ORACLE CORP COM 2,818 9,700
ORIX CORP 2,706 4,576
ORKLA A S 1,763 2,038
ORMAT TECHNOLOGIES INC 1,860 2,122
PANASONIC HOLDINGS CORP 1,806 2,076
PBF ENERGY INC 1,576 1,627
PAX WORLD GLOBAL ENVIR MARKETS 195,000 287,201
PAX ELLEVATE GLBL WOMEN'S 170,864 233,257
PEPSICO INC COM 3,294 4,962
PERNOD RICARD SA 2,858 3,354
PETCO HEALTH & WELLNESS CO INC 828 806
PFIZER INC 1,759 1,814
PHILLIPS 66 1,072 1,997
PNC FINL SVCS GROUP 1,474 2,323
TRILLIUM ESG GLOBAL 187,794 294,950
PROCTER AND GAMBLE CO COM 3,346 7,474
PROLOGIS INC COM 5,463 13,730
PT BANK MANDIRI PERSERO 1,194 1,793
PUBLICIS GROUPE SA 2,415 11,870
QBE INS GROUP LTD 1,930 2,011
QUALCOMM INC COM 3,713 8,099
REGENCY CTRS CORP 2,558 3,790
REGENERON PHARMA 1,630 2,635
RELX PLC SPONSORED ADR 3,175 6,941
RENAULTS S A 609 1,460
RESMED INC 719 860
ROCHE HLDG LTD SPONSORED ADR 1,608 2,029
ROYAL BK CDA MONTREAL QUE COM 3,636 5,866
S&P GLOBAL INC 4,234 8,810
SALESFORCE COM INC COM 3,316 11,578
SAP SE SPON ADR 2,464 4,329
SCHNEIDER ELECTRIC SE ADR 6,657 20,718
SEKISUI HOUSE LTD 5,914 6,613
SHERWIN WILLIAMS CO COM 2,936 11,228
SHINHAN FINANCIAL GROUP CO 2,814 3,201
SIEMENS A G SPONSORED ADR 3,238 8,606
SK TELECOM LTD 26 21
SONY CORP ADR NEW 4,094 12,404
STANTEC INC 1,167 1,446
STARBUCKS CORP COM 4,867 8,449
STATE STR CORP 3,308 3,673
SUMITOMO MITSUI FINL GROUP INC 6,071 12,439
SUMITOMO MITSUI TR HLDGS INC SPONSORED ADR 2,660 3,283
SUNRUN INC 1,376 1,335
SWISS RE LTD 6,629 9,117
SYSMEX CORP 1,335 1,499
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 6,712 22,568
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADR 14 14
TAL EDUCATION GROUP 771 2,438
TARGET CORP COM 1,849 4,700
TAYLOR MORRISON HOME CORP 819 1,601
TECHNIPFMC PLC 1,518 4,592
TECK RESOURCES LTD 2,166 10,441
TELEFONICA BRASIL SA 1,554 2,254
TELEFONICA S A 4,530 4,629
TENCENT HOLDINGS LTD 4,782 4,837
TENCENT MUSIC ENT GROUP 1,374 3,163
TESCO PLC 10 11
TESLA INC 4,364 20,375
THE CIGNA GROUP 4,328 4,492
THERMO FISHER SCIENTIFIC INC COM 4,280 15,403
THOMSON REUTERS CORP 5,360 11,113
TOPBUILD CORP 972 1,497
TOYOTA MOTOR CORP 5,455 6,052
TREASURY WINE ESTATES LTD 3,299 3,205
TRIP COM GROUP 1,547 1,873
UBER TECHNOLOGIES 2,317 2,586
UMICORE GROUP 3,309 3,655
UNILEVER N V N Y SHS NEW 3,228 3,733
UNITED UTILITIES GROUP PLC 3,091 4,431
UNITEDHEALTH GROUP INC COM 5,920 22,112
VANGUARD GLOBAL EX-US REAL ESTATE ETF 41,111 44,294
VANGUARD REAL ESTATE ETF 96,444 108,241
VANGUARD TOTAL BOND MARKET INDEX 575,000 578,098
VENTAS INC 2,756 4,325
VERISK ANALYTICS INC 8,563 11,943
VERIZON COMMUNICATIONS INC 4,504 4,524
VESTAS WIND SYS AS UTD KINGDOM UNSP ADR 2,717 6,546
VIATRIS INC 31 22
VIPSHOP HOLDINGS LTD 1,489 3,072
VISA INC COM CL A 6,698 21,088
VODAPHONE GROUP PLC 3,851 3,823
WALDEN SOCIAL EQTY FD 233,768 421,810
WARNER BROS DISCOVERY INC 23 11
WHEATON PRECIOUS METALS CORP 2,421 5,082
WIPRO LTD 4,323 4,779
WOODSIDE ENERGY GROUP LTD 5,181 4,935
WOORI FINL GROUP INC 3,027 3,506
XPENG INC 2,437 3,385
XYLEM INC COM 3,700 8,691
ZURICH INS GROUP LTD SPONSORED ADR 3,877 7,320

TY 2023 InvestmentsOtherSchedule2
Name:
THE REMMER FAMILY FOUNDATION INC
EIN:
06-1313986
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BUILT ENVIRONMENT INNOVATION FUND LP AT COST 168,278 234,254
IMPACT VENTURES IV LP AT COST 109,426 123,570
SJF VENTURES IV LP AT COST 166,423 261,370
SJF VENTURES V LP AT COST 80,735 84,268
URBAN INNOVATION FUND II, LP AT COST 211,246 632,501
URBAN INNOVATION FUND III, LP AT COST 65,098 64,844

TY 2023 OtherExpensesSchedule
Name:
THE REMMER FAMILY FOUNDATION INC
EIN:
06-1313986
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADMINISTRATIVE FEES 26,422 0   26,422
K-1 PORTFOLIO DEDUCTIONS 32,697 32,697   0
STATE FILING FEES 61 61   0
K-1 OTHER DEDUCTIONS 592 592   0
NONDEDUCTIBLE EXPENSES 2,400 0   0


TY 2023 OtherProfessionalFeesSchedule
Name:
THE REMMER FAMILY FOUNDATION INC
EIN:
06-1313986
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 39,936 39,936   0


TY 2023 TaxesSchedule
Name:
THE REMMER FAMILY FOUNDATION INC
EIN:
06-1313986
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID 3,068 3,068   0