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
Ruth and Jack Glantz Family Foundation Inc
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

22-3554000
B Telephone number (see instructions)

(800) 839-1754
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$1,574,855J 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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 4,344 4,344  
4 Dividends and interest from securities... 44,507 44,507  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 23,063
b Gross sales price for all assets on line 6a 563,325
7 Capital gain net income (from Part IV, line 2)... 23,063
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........ 71,914 71,914  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
7,631 7,631    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,168 68    
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
12,828     12,828
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 21,627 7,699   12,828
25 Contributions, gifts, grants paid....... 66,970 66,970
26 Total expenses and disbursements. Add lines 24 and 25 88,597 7,699   79,798
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -16,683
b Net investment income (if negative, enter -0-) 64,215
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 101,067 51,419 51,419
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) 260,443 Click to see attachment
List of Attached Documents:
// Content
298,269 		297,843
b Investments—corporate stock (attach schedule)....... 916,908 Click to see attachment
List of Attached Documents:
// Content
881,601 		1,024,747
c Investments—corporate bonds (attach schedule)....... 169,764 Click to see attachment
List of Attached Documents:
// Content
200,210 		200,846
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)..........      
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) 1,448,182 1,431,499 1,574,855
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 1,448,182 1,431,499
29 Total net assets or fund balances (see instructions)..... 1,448,182 1,431,499
30 Total liabilities and net assets/fund balances (see instructions). 1,448,182 1,431,499
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
1,448,182
2
Enter amount from Part I, line 27a .....................
2
-16,683
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,431,499
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,431,499
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 GE HEALTHCARE TECHNOLOGIES P   2023-01-06
b 3M CO P   2023-01-10
c CVS HEALTH CORP P   2023-02-01
d TARGET CORP     2023-02-21
e INTEL CORP P   2023-02-23
US TREAS NOTE 2.625% 2/28/23 P   2023-02-28
US TREAS BILL 0% 2/2/23 P   2023-02-02
PNC FINANCIAL SERVICES GROUP P   2023-03-13
US BANCORP P   2023-03-13
US BANCORP P   2023-03-16
LOCKHEED MARTIN CORP P   2023-04-26
LOCKHEED MARTIN CORP P   2023-04-27
MERCK & CO P   2023-05-04
INTERNATIONAL BUSINESS MACHINE CORP P   2023-05-11
INTERNATIONAL BUSINESS MACHINE CORP P   2023-05-26
INTERNATIONAL BUSINESS MACHINE CORP P   2023-06-14
INTERNATIONAL BUSINESS MACHINE CORP P   2023-06-21
WATSCO INC P   2023-07-11
WATSCO INC P   2023-10-16
DELL TECHNOLOGIES, INC P   2023-07-14
DELL TECHNOLOGIES, INC P   2023-09-08
EATON CORP PLC P   2023-07-14
EATON CORP PLC P   2023-08-07
EMERSON ELECTRIC CO P   2023-05-26
EMERSON ELECTRIC CO P   2023-07-27
US TREAS 4.25% 10/15/25 P   2023-08-29
CATERPILLAR INC P   2023-09-19
CATERPILLAR INC P   2023-10-03
US TREAS NOTE 2.75% 11/15/23 P   2023-09-27
US TREAS 0% 9/5/23 P   2023-09-05
US TREAS NOTES 2.875% 11/30/23 P   2023-10-10
CME GROUP INC P   2023-10-23
CME GROUP INC P   2023-11-03
VERIZON COMMUNICATIONS, INC P   2023-11-22
VERIZON COMMUNICATIONS, INC P   2023-11-28
TRAVELERS COMPANIES INC P   2023-11-27
TRAVELERS COMPANIES INC P   2023-11-28
GOLDMAN SACHS BK 3.6% 12/5/23 P   2023-12-05
(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 39   64 -25
b 29,078   35,857 -6,779
c 23,535   17,587 5,948
d 5,522   3,780 1,742
e 7,034   14,969 -7,935
30,000   30,000  
25,000   25,000  
23,576   21,019 2,557
5,520   8,121 -2,601
16,713   20,146 -3,433
5,109   3,988 1,121
25,439   20,243 5,196
1,871   1,308 563
2,296   2,567 -271
6,420   6,755 -335
7,856   7,427 429
15,671   13,951 1,720
6,278   4,145 2,133
7,644   4,882 2,762
6,075   4,096 1,979
8,654   4,580 4,074
10,374   6,730 3,644
4,382   2,639 1,743
11,734   8,270 3,464
18,272   12,254 6,018
49,344   49,801 -457
6,134   2,776 3,358
5,385   2,736 2,649
34,863   35,112 -249
30,000   30,000  
19,925   19,908 17
5,577   5,007 570
3,113   2,889 224
11,381   18,198 -6,817
17,823   22,966 -5,143
7,812   5,986 1,826
17,876   14,505 3,371
50,000   50,000  
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       -25
b       -6,779
c       5,948
d       1,742
e       -7,935
       
       
      2,557
      -2,601
      -3,433
      1,121
      5,196
      563
      -271
      -335
      429
      1,720
      2,133
      2,762
      1,979
      4,074
      3,644
      1,743
      3,464
      6,018
      -457
      3,358
      2,649
      -249
       
      17
      570
      224
      -6,817
      -5,143
      1,826
      3,371
       
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 23,063
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) 1 893
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  
3 Add lines 1 and 2........................... 3 893
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 893
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 996
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 996
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 103
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow103 Refundedright arrow 11  
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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 arrowNJ
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 arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
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
Robin Glantz Sec, VP
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Susan Glantz Pres, Treas
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
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
 
Total number of other employees paid over $50,000...................right arrow  
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
 
Total number of others receiving over $50,000 for professional services.............right arrow  
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 arrow  
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
1,427,468
b
Average of monthly cash balances.......................
1b
117,388
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,544,856
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
1,544,856
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
23,173
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,521,683
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
76,084
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
76,084
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
893
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
893
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
75,191
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
75,191
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
75,191
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
79,798
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
79,798
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 75,191
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 1,018
b Total for prior years:2021, 2020, 2019  
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 ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 79,798
a Applied to 2022, but not more than line 2a 1,018
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 75,191
e Remaining amount distributed out of corpus 3,589
5 Excess distributions carryover applied to 2023.    
(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 3,589
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		3,589
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.... 3,589
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).)
NONE
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

AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF CT

765 ASYLUM AVE
HARTFORD,CT06105 		N/A PC 50% Programs and Services/50% General Support 750

AMERICAN COMMITTEE FOR SHAARE ZEDEK

1040 6TH AVE FL 23
NEW YORK,NY10018 		N/A PC 50% Programs and Services/50% General Support 1,000

AMERICAN FRIENDS OF ALYN HOSPITAL INC

122 E 42ND ST RM 1519
NEW YORK,NY10168 		N/A PC 50% Programs and Services/50% General Support 1,000

AMERICAN FRIENDS OF MAGEN DAVID ADOM

20 W 36TH ST SUITE 1100
NEW YORK,NY10018 		N/A PC 50% Programs and Services/50% General Support 1,000

AMERICAN FRIENDS OF NEVE SHALOM-WAHAT AL-SALAM

229 N CENTRAL AVE
GLENDALE,CA91203 		N/A PC 50% Programs and Services/50% General Support 750

AMERICAN INDIAN COLLEGE FUND

8333 GREENWOOD BLVD
DENVER,CO80221 		N/A PC 50% Programs and Services/50% General Support 1,000

AMERICAN JEWISH COMMITTEE

165 E 56TH ST 6TH FL
NEW YORK,NY10022 		N/A PC Israel Emergency Campaign 1,000

AMERICAN JEWISH COMMITTEE

165 E 56TH ST 6TH FL
NEW YORK,NY10022 		N/A PC 50% Programs and Services/50% General Support 1,250

AMERICAN JEWISH COMMITTEE

165 E 56TH ST 6TH FL
NEW YORK,NY10022 		N/A PC Stand With Ukraine Fund 1,000

AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC

PO BOX 4124
NEW YORK,NY10163 		N/A PC 50% Programs and Services/50% General Support 1,500

AMERICAN SOCIETY FOR YAD VASHEM INC

500 5TH AVE FL 42
NEW YORK,NY10110 		N/A PC 50% Programs and Services/50% General Support 1,000

AMIT CHILDREN INC

49 W 37TH ST 5TH FLOOR
NEW YORK,NY10018 		N/A PC 50% Programs and Services/50% General Support 1,000

BEREA COLLEGE

CPO 2214
BEREA,KY40404 		N/A PC 50% Programs and Services/50% General Support 1,000

BOYS TOWN JERUSALEM FOUNDATION OF AMERICA INC

209 W 29TH ST STE 6250
NEW YORK,NY10001 		N/A PC 50% Programs and Services/50% General Support 1,000

CANEY CREEK COMMUNITY CENTER - ALICE LLOYD COLLEGE

100 PURPOSE RD
PIPPA PASSES,KY41844 		N/A PC School Scholarship Fund 1,000

COALITION FOR THE HOMELESS INC

129 FULTON ST
NEW YORK,NY10038 		N/A PC 50% Programs and Services/50% General Support 750

COMMITTEE FOR ACCURACY IN MIDDLE EAST REPORTING

PO BOX 35040
BOSTON,MA02135 		N/A PC 50% Programs and Services/50% General Support 1,000

DOROT INC

171 W 85TH ST
NEW YORK,NY10024 		N/A PC 50% Programs and Services/50% General Support 1,000

DR SUSAN LOVE RESEARCH FOUNDATION

8605 SANTA MONICA BLVD STE 89002
WEST HOLLYWOOD,CA90069 		N/A PC 50% Programs and Services/50% General Support 750

EARTHJUSTICE

50 CALIFORNIA ST SUITE 500
SAN FRANCISCO,CA94111 		N/A PC 50% Programs and Services/50% General Support 1,000

ENVIRONMENTAL DEFENSE FUND INCORPORATED

PO BOX 98051
WASHINGTON,DC20077 		N/A PC 50% Programs and Services/50% General Support 1,000

EZRA LEMARPEH

1554 39TH ST
BROOKLYN,NY11218 		N/A PC 50% Programs and Services/50% General Support 750

FINCA INTERNATIONAL INC

1201 15TH ST NW 8TH FLOOR
WASHINGTON,DC20005 		N/A PC Emergency Response Fund 1,000

FINCA INTERNATIONAL INC

1201 15TH ST NW 8TH FLOOR
WASHINGTON,DC20005 		N/A PC BrightLife 1,000

FINCA INTERNATIONAL INC

1201 15TH ST NW 8TH FLOOR
WASHINGTON,DC20005 		N/A PC 50% Programs and Services/50% General Support 1,000

FOUNDATION FIGHTING BLINDNESS INC

6925 OAKLAND MILLS RD 701
COLUMBIA,MD21045 		N/A PC 50% Programs and Services/50% General Support 750

FRESH AIR FUND

633 THIRD AVE
NEW YORK,NY10017 		N/A PC 50% Programs and Services/50% General Support 500

FRIENDS OF ISRAEL DISABLED VETERANS INC BEIT HALO

1133 BROADWAY 318
NEW YORK,NY10010 		N/A PC 50% Programs and Services/50% General Support 1,000

GIRLSTOWN BEIT CHANA SAFED ISRAEL

383 KINGSTON AVE STE 361
BROOKLYN,NY11213 		N/A PC 50% Programs and Services/50% General Support 1,000

GLOBAL FUND FOR WOMEN INC

800 MARKET ST 7TH FL
SAN FRANCISCO,CA94102 		N/A PC 50% Programs and Services/50% General Support 750

HADASSAH THE WOMENS ZIONIST ORG OF AMERICA

40 WALL ST
NEW YORK,NY10005 		N/A PC HMO Program 1,000

HEIFER PROJECT INTERNATIONAL

PO BOX 8058
LITTLE ROCK,AR72203 		N/A PC 50% Programs and Services/50% General Support 1,000

HIAS INC

PO BOX 97077
WASHINGTON,DC20090 		N/A PC 50% Programs and Services/50% General Support 2,000

HONEST REPORTING COM INC

PO BOX 23858
NEW YORK,NY10087 		N/A PC 50% Programs and Services/50% General Support 1,000

INTERFAITH FOOD PANTRY INC

2 EXECUTIVE DR
MORRIS PLAINS,NJ07950 		N/A PC 50% Programs and Services/50% General Support 1,000

ISRAEL CANCER RESEARCH FUND INC

52 VANDERBILT AVE RM 1410
NEW YORK,NY10017 		N/A PC 50% Programs and Services/50% General Support 1,000

JBI INTERNATIONAL INC

110 EAST 30TH ST
NEW YORK,NY10016 		N/A PC 50% Programs and Services/50% General Support 750

JEWISH NATIONAL FUND-KEREN KAYEMETH LEISRAEL INC

42 EAST 69TH ST
NEW YORK,NY10021 		N/A PC Water Fund 500

JEWISH NATIONAL FUND-KEREN KAYEMETH LEISRAEL INC

42 EAST 69TH ST
NEW YORK,NY10021 		N/A PC Research & Development 500

JEWISH NATIONAL FUND-KEREN KAYEMETH LEISRAEL INC

42 EAST 69TH ST
NEW YORK,NY10021 		N/A PC 50% Programs and Services/50% General Support 500

KEREN HAYELED HATZALAH

PO BOX 180115
BROOKLYN,NY11218 		N/A PC 50% Programs and Services/50% General Support 750

KEREN-OR INC

330 W 38TH ST 10TH FL
NEW YORK,NY10018 		N/A PC 50% Programs and Services/50% General Support 1,000

LIGHTHOUSE GUILD INTERNATIONAL INC

250 W 64TH ST
NEW YORK,NY10023 		N/A PC 50% Programs and Services/50% General Support 750

MAZON INC A JEWISH RESPONSE TO HUNGER

PO BOX 6095
ALBERT LEA,MN56007 		N/A PC 50% Programs and Services/50% General Support 1,500

MERCY SHIPS

PO BOX 1930
LINDALE,TX75771 		N/A PC 50% Programs and Services/50% General Support 1,000

MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH

GRAND CENTRAL STA PO BOX 4777
NEW YORK,NY10163 		N/A PC 50% Programs and Services/50% General Support 750

NATIONAL ASSOCIATION OF FREE AND CHARITABLE CLINIC

1800 DIAGONAL ROAD STE 600
ALEXANDRIA,VA22314 		N/A PC 50% Programs and Services/50% General Support 2,000

NATIONAL PARK FOUNDATION

1500 K ST NW STE 700
WASHINGTON,DC20005 		N/A PC 50% Programs and Services/50% General Support 500

NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE US

600 14TH ST NW STE 500
WASHINGTON,DC20005 		N/A PC 50% Membership, Programs & Services/50% General Support 750

NATIONAL WORLD WAR II MUSEUM INC

945 MAGAZINE ST
NEW ORLEANS,LA70130 		N/A PC 50% Membership, Programs & Services/50% General Support 500

NATIONAL YIDDISH BOOK CENTER INC

1021 W ST
AMHERST,MA01002 		N/A PC 50% Programs and Services/50% General Support 500

NATURAL RESOURCES DEFENSE COUNCIL INC

40 WEST 20TH ST 11TH FLOOR
NEW YORK,NY10011 		N/A PC 50% Programs and Services/50% General Support 1,000

NEW ISRAEL FUND

6 EAST 39TH ST SUITE 301
NEW YORK,NY10016 		N/A PC 50% Programs and Services/50% General Support 1,000

ONE FAMILY FUND

1029 TEANECK RD 3B
TEANECK,NJ07666 		N/A PC 50% Programs and Services/50% General Support 1,000

RAZOM INC

140 2ND AVE STE 305
NEW YORK,NY10003 		N/A PC 50% Programs and Services/50% General Support 1,000

SCHOLARSHIP AMERICA INC

PO BOX 772858
DETROIT,MI48277 		N/A PC Dream Award Scholarship Fund 500

SMITHSONIAN INSTITUTION

PO BOX 37012
WASHINGTON,DC20013 		N/A PC 50% Membership, Programs & Services/50% General Support 1,000

SOS CHILDRENS VILLAGE USA INC

1620 I ST NW STE 220
WASHINGTON,DC20006 		N/A PC 50% Programs and Services/50% General Support 1,000

SOUTHERN POVERTY LAW CENTER INC

400 WASHINGTON AVE
MONTGOMERY,AL36104 		N/A PC 50% Programs and Services/50% General Support 1,000

STATUE OF LIBERTY ELLIS ISLAND FOUNDATION INC

17 BATTERY PL 324
NEW YORK,NY10004 		N/A PC 50% Programs and Services/50% General Support 500

TECHNOSERVE INC

1777 N KENT ST SUITE 1100
ALRINGTON,VA22209 		N/A PC 50% Programs and Services/50% General Support 1,500

THE MALALA FUND

PO BOX 73767
WASHINGTON,DC20056 		N/A PC 50% Programs and Services/50% General Support 750

THE METROPOLITAN MUSEUM OF ART

1000 FIFTH AVE
NEW YORK,NY10028 		N/A PC 50% Programs and Services/50% General Support 750

THE WORLD UNION FOR PROGRESSIVE JUDAISM LTD

ONE W 4TH ST STE 517A
NEW YORK,NY10012 		N/A PC 50% Programs and Services/50% General Support 720

THE YOUNG MENS AND YOUNG WOMENS HEBREW ASSOCIATION

1395 LEXINGTON AVE
NEW YORK,NY10128 		N/A PC 50% Programs and Services/50% General Support 1,000

UKRAINE HOUSE DC FOUNDATION INC

2134 KALORAMA RD NW
WASHINGTON,DC20008 		N/A PC Medical Aide Fund 1,000

UNITED NEGRO COLLEGE FUND INC

1805 7TH ST NW
WASHINGTON,DC20001 		N/A PC Scholarship Fund 1,000

UNITED SERVICE ORGANIZATIONS INC

PO BOX 96860
WASHINGTON,DC20077 		N/A PC 50% Programs and Services/50% General Support 500

UNITED STATES FUND FOR UNICEF

125 MAIDEN LN 10TH FLR
NEW YORK,NY10038 		N/A PC "Be K.I.N.D. to a girl in Malawi: Provide a scholarship" fund 750

UNITED STATES HOLOCAUST MEMORIAL MUSEUM

100 RAOUL WALLENBERG PL SW
WASHINGTON,DC20024 		N/A PC 50% Membership, Programs & Services/50% General Support 1,000

WOMEN FOR WOMEN INTERNATIONAL

2000 M ST NW SUITE 200
WASHINGTON,DC20036 		N/A PC 50% Programs and Services/50% General Support 750

WORLD JEWISH CONGRESS AMERICAN SECTION INC

501 MADISON AVE
NEW YORK,NY10022 		N/A PC 50% Programs and Services/50% General Support 1,500
Total .................................right arrow 3a 66,970
bApproved for future payment
Total ................................. right arrow 3b  
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 4,344  
4 Dividends and interest from securities ....     14 44,507  
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 23,063  
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) ..   71,914  
13Total. Add line 12, columns (b), (d), and (e)..................
13
71,914
(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

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 DepreciationSchedule
Name:
Ruth and Jack Glantz Family Foundation Inc
EIN:
22-3554000
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2023 InvestmentsCorpBondsSchedule
Name:
Ruth and Jack Glantz Family Foundation Inc
EIN:
22-3554000
Name of Bond End of Year Book Value End of Year Fair Market Value
AMPHENOL CORP - 4.750% - 03/30 19,903 20,027
CITIBANK NATIONAL ASSOCIATION 50,000 49,935
COMCAST CORP NEW NOTE - 5.350% 20,413 20,673
GOLDMAN SACHS BK USA CD - 3. 50,000 49,937
INTEL CORP - 4.875% - 02/10/25 20,038 20,148
THERMO FISHER SCIENTIFIC INC N 20,092 20,300
TORONTO DOMINION BANK SER C - 19,764 19,826

TY 2023 InvestmentsCorpStockSchedule
Name:
Ruth and Jack Glantz Family Foundation Inc
EIN:
22-3554000
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS 26,635 29,719
AIR PRODS & CHEM INC 27,505 28,201
AUTOMATIC DATA PROCESSING INC 17,966 19,802
BRIGHTHOUSE FINL INC CUML PFD 24,922 21,750
CAMPBELL SOUP CO 27,476 28,229
CATERPILLAR INC 14,144 23,949
CISCO SYSTEMS INC 27,838 33,545
CME GROUP, INC 19,203 22,113
COMCAST CORP 32,990 32,537
CORNING INC 28,379 26,278
DELL TECHNOLOGIES INC CLASS C 17,509 35,726
EATON CORP PLC 18,403 31,066
FIRST TR GLOBAL WIND ENRGY IDX 31,984 26,368
GARMIN LTD 28,019 40,618
GE HEALTHCARE TECHNOLOGIES INC 3,917 3,170
GENERAL ELECTRIC CO 13,859 15,954
HARTFORD FINANCIALSERVICES GRO 19,207 33,679
HOME DEPOT INC 22,535 35,002
INTEL CORP 28,449 35,728
INTERNATIONAL PAPER CO 31,637 30,764
JOHNSON & JOHNSON 12,397 15,047
M&T BANK CORP 21,599 24,126
MERCK & CO INC 20,013 28,345
OMNICOM GROUP 9,008 9,689
PFIZER INC 29,367 25,162
PPG INDUSTRIES INC 31,004 34,546
RTX CORPORPATION 21,202 28,355
REGIONS FINANCIAL CORP 25,002 26,241
SPDR GOLD SHARES 27,144 28,676
STANLEY BLACK & DECKER INC 29,995 32,275
T. ROWE PRICE GROUP 34,122 25,415
TARGET CORPORATION 28,645 32,472
TEXAS INSTRUMENTS INC 30,669 29,319
THE HERSHEY COMPANY 13,728 13,610
TJX COMPANIES INC 17,844 30,488
WATSCO INC 17,274 29,136
WEBSTER FINL CORP PFD STK SER 25,459 22,356
WELLS FARGO & CO 24,552 35,291

TY 2023 InvestmentsGovtObligationsSch
Name:
Ruth and Jack Glantz Family Foundation Inc
EIN:
22-3554000
US Government Securities - End of Year Book Value:

219,535
US Government Securities - End of Year Fair Market Value:

221,263
State & Local Government Securities - End of Year Book Value:


78,734
State & Local Government Securities - End of Year Fair Market Value:


76,580


TY 2023 OtherExpensesSchedule
Name:
Ruth and Jack Glantz Family Foundation Inc
EIN:
22-3554000
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 12,541     12,541
Postage/Delivery Service 226     226
State or Local Filing Fees 61     61


TY 2023 OtherProfessionalFeesSchedule
Name:
Ruth and Jack Glantz Family Foundation Inc
EIN:
22-3554000
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 7,631 7,631    


TY 2023 TaxesSchedule
Name:
Ruth and Jack Glantz Family Foundation Inc
EIN:
22-3554000
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2023 900      
990-PF Extension for 2022 200      
FOREIGN TAX PAID 68 68