The Peterffy Foundation Inc — Form 990PF, tax year 2023

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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 PETERFFY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)401 E LAS OLAS BLVD 830
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FORT LAUDERDALE, FL33301
A Employer identification number

47-2351448
B Telephone number (see instructions)

(203) 618-5800
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$110,978,113J 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... 907,358 735,378  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,552,590
b Gross sales price for all assets on line 6a 5,144,884
7 Capital gain net income (from Part IV, line 2)... 1,552,590
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
11,373,508 86,304  
12 Total. Add lines 1 through 11........ 13,833,456 2,374,272  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
882,281 223,661   658,620
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,524 438   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 33,518 0   33,518
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
32,770 22,973   9,797
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 955,093 247,072   701,935
25 Contributions, gifts, grants paid....... 7,430,850 7,430,850
26 Total expenses and disbursements. Add lines 24 and 25 8,385,943 247,072   8,132,785
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,447,513
b Net investment income (if negative, enter -0-) 2,127,200
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............. 128,073 12,705 12,705
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)....... 47,943,823 Click to see attachment
List of Attached Documents:
// Content
45,090,068 		45,090,068
c Investments—corporate bonds (attach schedule).......      
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).......... 56,234,958 Click to see attachment
List of Attached Documents:
// Content
65,865,983 		65,865,983
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,226,185 		Click to see attachment
List of Attached Documents:
// Content
9,357 		Click to see attachment
List of Attached Documents:
// Content
9,357
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 105,533,039 110,978,113 110,978,113
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) Click to see attachment
List of Attached Documents:
// Content
795,832 		Click to see attachment
List of Attached Documents:
// Content
793,393
23 Total liabilities (add lines 17 through 22)......... 795,832 793,393
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 104,737,207 110,184,720
29 Total net assets or fund balances (see instructions)..... 104,737,207 110,184,720
30 Total liabilities and net assets/fund balances (see instructions). 105,533,039 110,978,113
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
104,737,207
2
Enter amount from Part I, line 27a .....................
2
5,447,513
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
110,184,720
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
110,184,720
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b PUBLICLY TRADED SECURITIES      
c 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 3,408,621   3,490,590 -81,969
b 1,451,194   101,704 1,349,490
c 285,069     285,069
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       -81,969
b       1,349,490
c       285,069
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 1,552,590
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 29,568
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 29,568
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 29,568
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 11,745
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 22,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 33,745
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 4,177
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow4,177 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 arrowTHE PETERFFY FOUNDATION INC Telephone no.right arrow (203) 618-5800

Located atright arrow401 E LAS OLAS BLVD SUITE 830FORT LAUDERDALEFL ZIP+4right arrow33301
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)
Yes
 
(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
Yes
 
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
ALEXANDRA PETERFFY DIRECTOR, CHAIR
5.00 		0 0 0
777 S FLAGLER DRIVE 1001E
WEST PALM BEACH,FL33401
CATHERINE PETERFFY DIRECTOR, CEO
5.00 		0 0 0
777 S FLAGLER DRIVE 1001E
WEST PALM BEACH,FL33401
WILLIAM PETERFFY DIRECTOR, CHAIR OF INVESTMENT COMMITTE
5.00 		0 0 0
777 S FLAGLER DRIVE 1001E
WEST PALM BEACH,FL33401
CHRISTOPHER UZPEN DIRECTOR, SECRETARY
5.00 		0 0 0
777 S FLAGLER DRIVE 1001E
WEST PALM BEACH,FL33401
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
KTISIS CAPITAL LLC GRANT MANAGEMENT 550,890
321 BENJAMIN AVENUE SE
GRAND RAPIDS,MI49506
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
111,518,384
b
Average of monthly cash balances.......................
1b
4,162,083
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
115,680,467
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
115,680,467
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,735,207
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
113,945,260
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
5,697,263
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
5,697,263
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
29,568
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
29,568
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
5,667,695
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
5,667,695
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
5,667,695
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
8,132,785
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
8,132,785
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 5,667,695
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 28,817
b From 2019......  
c From 2020...... 763,055
d From 2021...... 987,483
e From 2022...... 2,730,793
f Total of lines 3a through e ........ 4,510,148
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 8,132,785
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 5,667,695
e Remaining amount distributed out of corpus 2,465,090
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 6,975,238
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		28,817
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		6,946,421
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020.... 763,055
c Excess from 2021.... 987,483
d Excess from 2022.... 2,730,793
e Excess from 2023.... 2,465,090
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

ABUNDANT EARTH

P O BOX 402
TRINIDAD,CA95570 		  PC SUPPORT FOR THE SUNRISE STUDIOS PROJECT HOUSED AT THE FISCAL SPONSOR 55,000

AMALGAMATED FOUNDATION

1825 K ST NW
WASHINGTON,DC20006 		  PC SUPPORT FOR THE KINDLE PROJECT 250,000

AMAZON WATCH

520 3RD STREET NO 108
OAKLAND,CA94607 		  PC TO SUPPORT THE AMAZON DEFENDERS FUND 50,000

AMAZON WATCH

520 3RD STREET NO 108
OAKLAND,CA94607 		  PC TO SUPPORT THE SARAYAKU COMMUNITY IN ECUADOR 26,250

BIONEERS COLLECTIVE HERITAGE INSTITUTE

215 LINCOLN AVENUE 202
SANTA FE,NM87501 		  PC GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 250,000

BREATH OF MY HEART BIRTHPLACE

P O BOX 157
ESPANOLA,NM87532 		  PC FOR GENERAL OPERATING SUPPORT FOR THE FULL RANGE OF SERVICES PROVIDED BY BREATH OF MY HEART. 25,000

BUCKMINSTER FULLER INSTITUTE

2261 MARKET STREET
SAN FRANCISCO,CA94114 		  PC SUPPORT THE SECOND YEAR OF A FLOW FUND WITH INDIGENOUS WOMEN IN BRAZIL 60,000

BUCKMINSTER FULLER INSTITUTE

2261 MARKET STREET
SAN FRANCISCO,CA94114 		  PC TO FUND THE PLANETARY REGENERATION ALLIANCE 25,000

BUCKMINSTER FULLER INSTITUTE

2261 MARKET STREET
SAN FRANCISCO,CA94114 		  PC SUPPORT FOR THE TRUST BASED PHILANTHROPY 2023 GATHERING 10,000

CANTICLE FARM

1968 36TH AVE
OAKLAND,CA94601 		  PC TO SUPPORT FISCAL SPONSOR WITH THE LAND BACK PROJECT 102,000

CENTER FOR DEMOCRATIC AND ENVIRONMENTAL RIGHTS

1320 NORTH HOLLIS STREET
SPOKANE,WA99201 		  PC GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 20,000

CENTER FOR SACRED STUDIES

P O BOX 2904
GUERNEVILLE,CA95446 		  PC TO SUPPORT THE FISCAL SPONSOR WITH THE CORN CREEK SUNDANCE 15,000

COMMUNITY ROOTS MIDWIFE COLLECTIVE

738 COFFMAN STREET
LONGMONT,CO80501 		  PC TO SUPPORT THE ANCESTRAL WOMB AND POSTPARTUM CARE PROGRAM 50,000

CONSULTANTS FOR INDIAN PROGRESS

2304 S 16TH
TACOMA,WA98405 		  PC TO SUPPORT THE ORGANIZATION'S MIDWIFERY TRAINING PROGRAM FOR INDIGENOUS MIDWIFE CANDIDATES. 50,000

DRYLANDS ARGOECOLOGY RESEARCH FOUNDATION

12191 FOOTHILLS
LONGMONT,CO80503 		  PC GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 225,000

EKVNV YEFOLECVLKE

P O BOX 148
WEOGUFKA,AL35183 		  PC GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 30,000

ENTHEOME FOUNDATION

9001 W 110TH ST
OVERLAND PARK,KS66212 		  PC SUPPORT FOR THE FORO INTERCULTURAL DE MEDICINA ENTEOGENA 8,700

ENVIRONMENTAL LAW & POLICY CENTER ACTION FUND

35 EAST WACKER DRIVE NO 1600
CHICAGO,IL60601 		  PC GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 50,000

EVERYORG

58 WEST PORTAL AVENUE 781
SAN FRANCISCO,CA94127 		  PC GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 1,511

FINS ATTACHED MARINE RESEARCH AND CONSERVATION

19675 STILL GLEN WAY
COLORADO SPRINGS,CO80908 		  PC GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 30,000

FISCAL SPONSORSHIP ALLIES INC

9100 PURDUE ROAD SUITE 115
INDIANAPOLIS,IN46268 		  PC SUPPORT FOR KAIROS FUTURA 40,000

FLORIDA INTERANTIONAL UNIVERSITY FOUNDATION INC

11200 SW 8TH STREET
MIAMI,FL33199 		  PC SUPPORT SHARKS AND RAYS PROGRAM 50,000

FRANKFURT ZOOLOGICAL SOCIETY - US INC

1050 3OTH ST NW
WASHINGTON DC,DC20007 		  PC TO SUPPORT CONSERVATION CARPATHIAS ORGANIZATIONAL SUSTAINABILITY AND GROWTH 250,000

FRIENDS OF THE OSA

1300 I STREET NW SUITE 400E 9985
WASHINGTON,DC20005 		  PC GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 125,000

FRONTEIRAS INSTITUTE

138 CENTRO CEP 69980-00
CRUZEIRO,ACRE  
BR 		  NC SUPPORT FOR THE INDIGENOUS CONFERENCE OF AYAHUASCA 8,925

FUNDO SOCIOAMBIENTAL CASA

ALAMEDA BARAO DE LIMEIRA 660
SAO PAULO   01202-000
BR 		  PC TO SUPPORT INDIGENOUS LED GRASSROOTS PROJECTS IN TEH BRAZILIAN AMAZON. 30,000

GETTING TO THE ROOT

3067 REMINGTON WAY
SAN JOSE,CA95148 		  PC SUPPORT FOR THE RED EARTH MOVEMENT SPONSORED BY THE CHARITY 25,000

GIVING BACK FUND

2208 CANYONBACK ROAD
LOS ANGELOS,CA90049 		  PC GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 16,000

GLOBAL GREENGRANTS FUND

2840 WILDERNESS PLACE A
BOULDER,CO80301 		  PC GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 10,000

GLOBAL JUSTICE ECOLOGY PROJECT INC

266 ELMWOOD AVENUE SUITE 307
BUFFALO,NY14222 		  PC IN SUPPORT OF STANDING TREES 50,000

GREENWAVE ORGANIZATIONS

315 FRONT ST
NEW HAVEN,CT06513 		  PC GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 100,000

IF NOT US THEN WHO

73 MARKET STREET
VENICE,CA90291 		  PC TO SUPPORT THE INDIGENOUS IMAGINARIUM HELD ON FEBRUARY 28-MARCH 7, 2024 35,000

ILLAPU MOVEMENT

3228 PARK AVENUE
MINNEAPOLIS,MN55407 		  PC TO PROVIDE ANCHOR FUNDING FOR THE NEXT 4 YEARS 54,000

ILLAPU MOVEMENT

3228 PARK AVENUE
MINNEAPOLIS,MN55407 		  PC SUPPORT IN FURTHERANCE OF THE LAKOTA SMALL FARM PROJECT 123,000

KALAUOKEKAHULI

700 LAO VALLEY ROAD
AWAILUKU,HI96793 		  PC GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 20,000

KLAMATH SISKIYOU WILDLANDS CENTER

P O BOX 102
ASHLAND,OR97520 		  PC GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 50,000

KONOHIKI RESTORATION PROJECT

6642 RP ANANALU RD
HANALEI,HI91403 		  PC GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 8,500

KUMU FOUNDATION

15 891 PUNAWAI AVE
PAHOA,HI96778 		  PC TO SUPPORT OF INITIAL FUNDING FOR THE PUNAWAI WELLNESS CENTER 25,000

LA MAIDA PROJECT

4515 SHERMAN OAKS AVE
SHERMAN OAKS,CA91403 		  PC GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 100,000

LAND IS LIFE

228 PARK AVENUE SOUTH PMB 45112
NEW YORK,NY10003 		  PC TO SUPPORT THE ACTIVITIES AROUND THE YASUNI REFERENDUM IN ECUADOR 450,000

LAND IS LIFE

228 PARK AVENUE SOUTH PMB 45112
NEW YORK,NY10003 		  PC GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 266,000

MOTHERS OF THE AMAZON

5722 LE SAGE AVE
WOODLAND HILLS,CA91367 		  PC TO SUPPORT THE SHUBU FOR THE VILLAGE OF POVO JUNTO 11,085

MOTHERS OF THE AMAZON

5722 LE SAGE AVE
WOODLAND HILLS,CA91367 		  PC GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 255,000

NA AIKANE O MAUI

562 A FRONT STREET
LAHAINA,HI96761 		  PC GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 55,000

NDN COLLECTIVE

371 MAIN STREET STE 1
RAPID CITY,SD57701 		  PC GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 80,000

ONE EARTH PHILANTHROPY

8611 WASHINGTON BLVD SUITE 8633
CULVER CITY,CA90232 		  PC GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 400,000

OREGON NATURAL RESOURCES COUNCIL FUND

5825 NORTH GREELEY AVENUE
PORTLAND,OR97217 		  PC SUPPORT FOR NATIONAL FOREST PROTECTION 200,000

PATRICK SCOTT FOUNDATION

P O BOX 3018
TUBA CITY,AZ86045 		  PC GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 50,000

PLAYERS PHILANTHROPY FUND

1122 KENILWORTH DRIVE 201
TOWSON,MD21204 		  PC TO SUPPORT THE FAMILY VILLAGE PROJECT 20,000

PUMAMAQUI FOUNDATION

AV ISABEL LA CATOLICA N24-100 Y
GALICIA
QUITO    
EC 		  NC FOR THE PURCHASE OF 100 HECTARES OF LAND IN SERENA, ECUADOR TO SUPPORT THE KICHWA COMMUNITY. 400,000

QUIPA INC

418 BROADWAY STE N
ALBANY,NY12207 		  PC GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 620,000

RAINCOAST CONSERVATION FOUNDATION

PO BOX 687
NORTH BEND,WA98045 		  PC GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 100,000

RECYCLE HAWAII

164 KAPAKA STREET
HILO,HI96720 		  PC SUPPORT FOR THE LAMALAMA KA ULU PROJECT 250,000

REGENERATIVE EARTH

PO BOX 2333
BOULDER,CO80306 		  PC TO SUPPORT THE SACRED CONTRACT 20,000

REGENERATIVE EARTH

PO BOX 2333
BOULDER,CO80306 		  PC TO SUPPORT LOCAL PROJECTS IN PARTNERSHIP WITH THE OSA CAPACITY STRATEGIC CENTER 158,079

RELIGION FOR PEACE BRAZIL

Q SCN QUADRA 4 BLOCO B ASA NOTRE
BRAZILIA    
BR 		  NC TO ACQUIRE OCULUS VIRTUAL REALITY HEADSETS FOR THE AMAZON FILM PROJECT 30,000

SEALEGACY FOUNDATION

6671 W INDIANTOWN ROAD SUITE 50-170
JUPITER,FL33458 		  PC GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 200,000

SEE TURTLES

7227 SW LINETTE WAY
BEAVERTON,OR97007 		  PC TO SUPPORT THE COPROT TORTUGAS DE OSA SPONSORED BY BILLION BABY TURTLES 25,000

SEEDS OF WISDOM

4612 GLENCOE AVE UNIT 1
MARINA DEL REY,CA90292 		  PC GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 100,000

SEVENTH GENERATION FUND FOR INDIGENOUS PEOPLES INC

P O BOX 4569
ARCATA,CA95518 		  PC SUPPORT FOR THE THRIVING WOMEN PROJECT 50,000

SKY'S THE LIMIT FUND

510 A VALLEY WAY
MILPITAS,CA95035 		  PC GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 200,000

SOUTHERN ENVIRONMENTAL LAW CENTER

201 WEST MAIN STREET SUITE 14
CHARLOTTESVILLE,VA229025065 		  PC GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 50,000

SOVEREIGN MILITARY HOSPITALLER ORDER OF ST JOHN OF JERUSALEM OF RHODES

1730 M STREET NW NO 403
WASHINGTON,DC20036 		  PC TO SUPPORT HUNGARIAN LANGUAGE AND CULTURE REVITALIZATION AMONGS AT-RISK YOUTH IN PRESENT DAY TRANSYLVANIA, ROMANIA. 151,000

SPRUCE ROOT INC

ONE SEALASKA PLAZA SUITE 400
JUNEAU,AK99801 		  PC TO SUPPORT THE RESILIENCE CIRCLES SPONSORED BY SPRUCE ROOT 80,000

STANDEARTH

548 MARKET STREET SUITE 74196
SAN FRANCISOC,CA941045401 		  PC GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 100,000

THE FOUNTAIN FOR THE NATURAL ORDER OF OUR EXISTENCE

1073 ELIZABETH STREET
EUGENE,OR97402 		  PC GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 75,000

THE WILDERNESS SOCIETY

1801 PENNSYLVANIA AVE NW
WASHINGTON,DC20006 		  PC TO CONSERVE CARBVON RICH OLD AND MATURE FORESTS 120,000

THIS SIDE OF HEAVEN FOUNDATION

838 W MAGNOLIA AVE
SAN ANTONIO,TX78212 		  PC SUPPORT FOR THE WIRIKUTA PRESERVATION PROJECT 25,000

THOUSAND CURRENTS

548 MARKET ST 62831
SAN FRANCISCO,CA94104 		  PC GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 20,000

TIDES FOUNDATION

P O BOX 29903
SAN FRANCISCO,CA94129 		  PC SUPPORT FOR CANOPY PLANET 100,000

UN MAR DE COLORES

P O BOX 232461
ENCINITAS,CA92023 		  PC TO SUPPORT THE UN MAR DE COLORES PROJECT - CHANGING THE TIDES 10,800

WILDERNESS WORKSHOP

5205 S 3RD ST
CARBONDALE,CO81623 		  PC GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 200,000

WOMEN'S EARTH AND CLIMATE ACTION NETWORK

775 E BLITHEDALE AVENUE
MILL VALLEY,CA94941 		  PC GENERAL SUPPORT IN FURTHERANCE OF ENVIRONMENTAL AND/OR EDUCATIONAL CAUSES 100,000

YOUTH FOR ENVIRONMENTAL SANITY

3240 KING STREET
BERKELEY,CA94703 		  PC SUPPORT FOR THE TEAM AMAZON GUARDIANS 5,000
Total .................................right arrow 3a 7,430,850
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14    
4 Dividends and interest from securities ....     14 907,358  
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 .....     18 11,373,508  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,552,590  
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 13,833,456 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
13,833,456
(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


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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 ExpenditureResponsibilityStmt
Name:
THE PETERFFY FOUNDATION INC
EIN:
47-2351448
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
PUMAMAQUI FOUNDATION
  		AV ISABEL LA CATOLICA N24-100 Y
GALICIA
QUITO    
EC 		2023-06-26 40,000 FOR THE PURCHASE OF 100 HECTARES OF LAND IN SERENA, ECUADOR TO SUPPORT THE KICHWA COMMUNITY. 40,000 NONE 06/25/24   ADDITIONAL VERIFICATION CONSIDERED UNNECESSARY.

TY 2023 InvestmentsCorpStockSchedule
Name:
THE PETERFFY FOUNDATION INC
EIN:
47-2351448
Name of Stock End of Year Book Value End of Year Fair Market Value
INTERACTIVE BROKERS BROKERAGE ACCOUNT 45,090,068 45,090,068

TY 2023 InvestmentsOtherSchedule2
Name:
THE PETERFFY FOUNDATION INC
EIN:
47-2351448
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
IROQUOIS VALLEY FARMLAND REIT FMV 6,999,395 6,999,395
IBG HOLDINGS LLC FMV 54,610,375 54,610,375
REGEN TOKENS FMV 334,585 334,585
OSMOSIS TOKENS FMV 18,257 18,257
CRUZ FOAM SERIES A FMV 1,999,998 1,999,998
28-1197 OLD MAMLAHOA HWY AT COST 1,903,373 1,903,373

TY 2023 OtherAssetsSchedule
Name:
THE PETERFFY FOUNDATION INC
EIN:
47-2351448
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DIVIDEND/INTEREST ACCRUALS 6,688 9,357 9,357
DUE TO/FROM AFFILIATES 1,219,497    


TY 2023 OtherExpensesSchedule
Name:
THE PETERFFY FOUNDATION INC
EIN:
47-2351448
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BUSINESS FILING FEES 2,926 0   2,926
BANK FEES 3,878 0   3,878
WEBSITE 584 0   584
DIVIDEND EXPENSE 19,197 19,197   0
ELECTRONICS AND SUPPLIES 141 0   141
OTHER EXPENSES 6,044 3,776   2,268


TY 2023 OtherIncomeSchedule2
Name:
THE PETERFFY FOUNDATION INC
EIN:
47-2351448
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
CRYPTO MINING/STAKING GAINS 84,610 84,610 84,610
FX GAIN (LOSS) -2 -2 -2
PAYMENT IN LIEU OF DIVIDENS 1,696 1,696 1,696
UNREALIZED GAIN ON INVESTMENTS 11,287,204 0 11,287,204


TY 2023 OtherLiabilitiesSchedule
Name:
THE PETERFFY FOUNDATION INC
EIN:
47-2351448
Description Beginning of Year - Book Value End of Year - Book Value
SECURITIES SOLD SHORT 789,718 782,159
DUE TO AFFILIATES 6,114 11,234


TY 2023 OtherProfessionalFeesSchedule
Name:
THE PETERFFY FOUNDATION INC
EIN:
47-2351448
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PHILANTHROPHIC ADVISOR FEES 658,620 0   658,620
INVESTMENT MANAGEMENT FEES 223,661 223,661   0
OTHER PROFESSIONAL FEES 0 0   0
DIRECT CHARITABLE EXPENSES 0 0   0


TY 2023 TaxesSchedule
Name:
THE PETERFFY FOUNDATION INC
EIN:
47-2351448
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN WITHHOLDING TAX 438 438   0
FEDERAL TAXES PAID 6,086 0   0