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
GLADYS & IRVING COOPERSMITH CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)NEUBERGER BERMAN TRUST CO N A P O
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WILMINGTON, DE19899
A Employer identification number

32-6052002
B Telephone number (see instructions)

(302) 830-4352
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$6,266,422J 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... 158,097 157,255  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 473,413
b Gross sales price for all assets on line 6a 2,638,441
7 Capital gain net income (from Part IV, line 2)... 473,413
8 Net short-term capital gain......... 0
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........ 631,510 630,668  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 60,192 34,309   25,883
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
7,878 4,727 0 3,151
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,923 3,023   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 31,012 0 0 31,012
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,014 231   783
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 105,019 42,290 0 60,829
25 Contributions, gifts, grants paid....... 368,500 368,500
26 Total expenses and disbursements. Add lines 24 and 25 473,519 42,290 0 429,329
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 157,991
b Net investment income (if negative, enter -0-) 588,378
c Adjusted net income (if negative, enter -0-)... 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......... 184,035 153,116 153,116
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
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 arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 162,828 164,769 162,261
b Investments—corporate stock (attach schedule)....... 4,860,650 2,959,198 3,942,038
c Investments—corporate bonds (attach schedule)....... 0 2,088,319 2,009,007
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)..........     0
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) 5,207,513 5,365,402 6,266,422
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
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........ 5,207,513 5,365,402
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 5,207,513 5,365,402
30 Total liabilities and net assets/fund balances (see instructions). 5,207,513 5,365,402
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
5,207,513
2
Enter amount from Part I, line 27a .....................
2
157,991
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,128
4
Add lines 1, 2, and 3 ..........................
4
5,366,632
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,230
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,365,402
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 50. MICROSOFT CORP COM   2012-06-04 2023-01-10
b 50. PIONEER NAT RES CO   2014-12-12 2023-01-13
c 50. BERKSHIRE HATHAWAY INC DEL CL B NEW   2014-11-21 2023-01-19
d 50000. AMERICAN EXPRESS CO QUARTERLY US LIBOR   2019-10-17 2023-01-27
e 750. ISHARES GOLD TRUST   2000-01-01 2023-01-31
550. CVS CORPORATION   2020-07-23 2023-02-06
350. HASBRO INC   2022-06-01 2023-02-22
50. NVIDIA CORP   2015-05-11 2023-02-23
750. ISHARES GOLD TRUST   2000-01-01 2023-02-28
50000. STARBUCKS CORP CALLABLE @ 100.00 02/   2018-12-18 2023-03-01
50000. CENTERPOINT ENERGY RES CALLABLE @ 10   2021-09-09 2023-03-02
50. JOHNSON & JOHNSON COM   2009-10-07 2023-03-02
50. JOHNSON & JOHNSON COM   2009-12-23 2023-03-02
50. JOHNSON & JOHNSON COM   2009-10-07 2023-03-06
50. JOHNSON & JOHNSON COM   2009-12-23 2023-03-06
400. NEXTERA ENERGY INC   2013-06-07 2023-03-08
50000. ILLUMINA INC .55% 03/23/2023   2021-03-16 2023-03-23
750. ISHARES GOLD TRUST   2000-01-01 2023-03-31
50000. FEDERAL FARM CREDIT BANK CALLABLE @   2022-11-23 2023-04-03
750. ISHARES GOLD TRUST   2000-01-01 2023-04-30
50000. AMERICAN HONDA FIN CORP   2020-05-06 2023-05-10
50000. CHEVRON CORP 1.141% 05/11/2023   2020-05-07 2023-05-11
50000. NUTRIEN LTD 1.9% 05/13/2023   2022-03-25 2023-05-15
35. NVIDIA CORP   2015-05-11 2023-05-19
750. ISHARES GOLD TRUST   2000-01-01 2023-05-31
250. ABBVIE INC   2023-04-27 2023-06-28
450. BRISTOL MYERS SQUIBB CO   2018-12-28 2023-06-28
800. VIRTU FINANCIAL INC CLASS A COM   2018-05-11 2023-06-29
500. VIRTU FINANCIAL INC CLASS A COM   2019-09-13 2023-06-29
750. ISHARES GOLD TRUST   2000-01-01 2023-06-30
750. ISHARES GOLD TRUST   2000-01-01 2023-07-31
1700. TELUS CORPORATION   2019-08-29 2023-08-02
150. BOSTON SCIENTIFIC CORP   2018-04-09 2023-08-09
200. CARMAX INC   2019-01-08 2023-08-09
150. CATERPILLAR INC   2020-05-29 2023-08-09
550. CORNING INC   2020-09-15 2023-08-09
25. FRANCO-NEVADA CORPORATION   2017-08-10 2023-08-09
75. WAL MART STORES INC   2018-02-20 2023-08-09
50. EATON CORPORATION PLC   2020-02-10 2023-08-09
50. CHUBB LTD COM   2020-06-17 2023-08-09
50000. ASTRAZENECA PLC QUARTERLY US LIBOR +66.   2019-08-30 2023-08-17
325. KNIFE RIVER CORP   2023-03-29 2023-08-17
450. NEWMONT MINING   2020-09-10 2023-08-21
.745 KENVUE INC   2009-10-07 2023-08-24
.49 KENVUE INC   2009-12-23 2023-08-24
750. ISHARES GOLD TRUST   2000-01-01 2023-08-31
100. AGCO CORPORATION   2021-09-22 2023-09-07
50. ACTIVISION BLIZZARD INC   2019-04-01 2023-09-07
350. AGNICO EAGLE MINES LTD   2022-10-26 2023-09-07
100. ALEXANDRIA REAL ESTATE EQUITIES INC   2017-05-15 2023-09-07
100. ALPHABET INC CLASS A COMMON STOCK   2011-04-21 2023-09-07
50. AMAZON COM INC   2019-09-27 2023-09-07
250. AMEREN CORP   2016-01-07 2023-09-07
50. AMERICAN EXPRESS CO   2022-11-28 2023-09-07
50. APPLE COMPUTER INC COM   2015-04-08 2023-09-07
250. ASTRAZENECA PLC   2019-01-16 2023-09-07
50. AUTOMATIC DATA PROCESSING INC   2016-04-12 2023-09-07
5. BERKSHIRE HATHAWAY INC DEL CL B NEW   2014-11-21 2023-09-07
100. BOSTON SCIENTIFIC CORP   2018-04-09 2023-09-07
500. BRIXMOR PROPERTY GROUP INC   2022-02-09 2023-09-07
100. CME GROUP INC   2020-08-12 2023-09-07
250. CRH PLC ADR   2023-02-21 2023-09-07
50. CATERPILLAR INC   2020-05-29 2023-09-07
750. CENTERPOINT ENERGY INC   2020-05-29 2023-09-07
50. CHESAPEAKE ENERGY CORP   2022-03-17 2023-09-07
100. CHEVRONTEXACO CORPORATION   2017-06-23 2023-09-07
100. CONOCOPHILLIPS   2022-03-29 2023-09-07
250. CORNING INC   2020-09-15 2023-09-07
15. COSTCO WHOLESALE CORPORATION   2018-12-28 2023-09-07
100. DARDEN RESTAURANTS INC   2022-11-09 2023-09-07
50. EOG RES INC   2022-12-05 2023-09-07
50. EMERSON ELECTRIC CO   2022-06-28 2023-09-07
150. EMERSON ELECTRIC CO   2022-06-28 2023-09-07
100. FREEPORT MCMORAN COPPER & GOLD INC   2022-01-27 2023-09-07
50. GOLDMAN SACHS GROUP INC   2023-02-01 2023-09-07
15. HOME DEPOT INC   2018-11-01 2023-09-07
50. HOME DEPOT INC   2019-02-26 2023-09-07
25. HONEYWELL INTL INC   2011-08-18 2023-09-07
100. ISHARES GOLD TRUST   2020-06-22 2023-09-07
200. ISHARES TRUST S & P GLOBAL CLEAN ENERGY   2020-07-01 2023-09-07
50. J P MORGAN CHASE & CO   2013-07-15 2023-09-07
150. J P MORGAN CHASE & CO   2013-08-30 2023-09-07
250. KELLOGG CO   2020-12-03 2023-09-07
450. KEURIG DR PEPPER INC   2023-04-28 2023-09-07
50. LKQ CORP   2022-08-02 2023-09-07
100. LAMAR ADVERTISING COMPANY CL A   2023-04-24 2023-09-07
500. MDU RES GROUP INC   2023-03-29 2023-09-07
50. MARSH & MCLENNAN COS INC   2022-02-01 2023-09-07
50. MC DONALDS CORP   2020-03-31 2023-09-07
150. MERCK & CO INC NEW   2022-07-01 2023-09-07
50. MICROSOFT CORP COM   2012-06-04 2023-09-07
100. MICROSOFT CORP COM   2012-11-12 2023-09-07
50. MORGAN STANLEY DEAN WITTER & CO   2019-01-14 2023-09-07
150. MORGAN STANLEY DEAN WITTER & CO   2021-05-13 2023-09-07
18250.112 NEUBERGER & BERMAN EQUITY FD EMERGING MK   2015-07-15 2023-09-07
12573.345 NEUBERGER & BERMAN EQUITY FD INTL INSTIT   2015-07-15 2023-09-07
150. NEXTERA ENERGY INC   2013-06-07 2023-09-07
700. NISOURCE INC   2017-03-21 2023-09-07
35. NVIDIA CORP   2015-05-11 2023-09-07
100. NUTRIEN LTD   2020-03-23 2023-09-07
200. NUTRIEN LTD   2019-05-20 2023-09-07
50. PNC BANK CORPORATION   2015-10-20 2023-09-07
100. PNC BANK CORPORATION   2018-07-10 2023-09-07
175. PAYCHEX INC   2016-11-29 2023-09-07
100. PEPSICO INC NC   2022-06-09 2023-09-07
100. PROCTER & GAMBLE   2022-06-09 2023-09-07
150. PROLOGIS COMMON NEW   2012-09-05 2023-09-07
100. QUALCOMM INC   2022-05-04 2023-09-07
200. RAYTHEON TECHNOLOGIES CORP   2021-11-17 2023-09-07
200. RIO TINTO PLC   2017-02-22 2023-09-07
100. ROCHE HOLDINGS AG   2023-05-18 2023-09-07
400. ROCHE HOLDINGS AG   2022-08-22 2023-09-07
100. TEXAS INSTRUMENTS   2016-01-15 2023-09-07
600. VICI PROPERTIES INC   2020-08-19 2023-09-07
200. WEC ENERGY GROUP INC   2016-02-10 2023-09-07
50. WAL MART STORES INC   2018-02-20 2023-09-07
50. WATSCO INC   2018-12-11 2023-09-07
400. WILLIAMS CO INC   2019-02-01 2023-09-07
50. EATON CORPORATION PLC   2020-07-23 2023-09-07
100. EATON CORPORATION PLC   2020-02-10 2023-09-07
400. CORNING INC   2020-09-15 2023-09-14
369. KENVUE INC   2009-12-23 2023-09-14
184. KENVUE INC   2009-10-07 2023-09-15
50000. WEC ENERGY GROUP INC .55% 09/15/2023   2021-04-16 2023-09-15
300. RAYTHEON TECHNOLOGIES CORP   2021-11-17 2023-09-18
25. CATERPILLAR INC   2020-05-29 2023-09-26
650. ISHARES GOLD TRUST   2000-01-01 2023-09-30
50. ACTIVISION BLIZZARD INC   2019-04-01 2023-10-10
20. BERKSHIRE HATHAWAY INC DEL CL B NEW   2014-11-21 2023-10-10
77. JOHNSON & JOHNSON COM   2009-10-07 2023-10-10
25. NVIDIA CORP   2015-05-11 2023-10-10
25000. WALGREENS BOOTS ALLIANCE CALLABLE @   2021-11-16 2023-10-10
100. CRH PLC 0.32 EUR   2023-02-14 2023-10-10
25. CHUBB LTD COM   2020-06-17 2023-10-10
.25 WK KELLOGG CO   2020-12-03 2023-10-16
150. ALEXANDRIA REAL ESTATE EQUITIES INC   2017-05-15 2023-10-30
650. ISHARES GOLD TRUST   2000-01-01 2023-10-31
25000. CAPITAL ONE FINANCIAL CORP CALLABLE   2021-10-15 2023-11-08
25000. WALGREENS BOOTS ALLIANCE CALLABLE @   2021-11-16 2023-11-17
225. FRANCO-NEVADA CORPORATION   2017-08-10 2023-11-20
106. WK KELLOGG CO   2020-12-03 2023-11-20
650. ISHARES GOLD TRUST   2000-01-01 2023-11-30
50000. CONSOLIDATED EDISON INC CALLABLE @ 1   2021-10-19 2023-12-01
350. AMEREN CORP   2016-01-07 2023-12-21
50000. FEDERAL HOME LOAN BANK CALLABLE @ 10   2023-03-22 2023-12-28
650. ISHARES GOLD TRUST   2000-01-01 2023-12-31
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(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 11,403   1,421 9,982
b 11,787   6,656 5,131
c 15,255   7,342 7,913
d 50,000   50,002 -2
e 6   1 5
46,965   35,057 11,908
19,979   31,414 -11,435
11,655   250 11,405
5   1 4
50,000   49,065 935
50,000   50,000  
7,595   3,027 4,568
7,595   3,235 4,360
7,765   3,027 4,738
7,765   3,235 4,530
29,664   7,809 21,855
50,000   49,999 1
6   1 5
50,000   50,000  
6   1 5
50,000   49,931 69
50,000   50,000  
50,000   49,680 320
10,959   175 10,784
6   1 5
32,803   37,277 -4,474
28,595   23,022 5,573
13,725   23,196 -9,471
8,578   10,041 -1,463
6   1 5
6   1 5
29,546   30,611 -1,065
7,651   4,158 3,493
17,076   12,868 4,208
42,840   17,912 24,928
18,005   18,151 -146
3,465   1,940 1,525
12,076   7,108 4,968
10,983   5,138 5,845
10,072   6,502 3,570
50,000   49,960 40
15,970   12,065 3,905
17,191   30,336 -13,145
18   6 12
12   4 8
6   1 5
12,740   12,496 244
4,602   2,347 2,255
16,509   15,736 773
11,593   11,492 101
13,529   1,314 12,215
6,858   4,324 2,534
19,665   10,981 8,684
7,836   7,564 272
8,797   1,570 7,227
16,997   8,945 8,052
12,522   4,496 8,026
1,808   734 1,074
5,413   2,772 2,641
10,955   12,767 -1,812
20,519   17,014 3,505
13,755   11,814 1,941
14,052   5,971 8,081
20,821   13,260 7,561
4,387   3,949 438
16,712   10,516 6,196
12,213   9,962 2,251
7,862   8,250 -388
8,228   3,041 5,187
15,026   14,001 1,025
6,605   6,708 -103
4,948   4,120 828
14,845   12,359 2,486
3,946   3,859 87
16,095   18,169 -2,074
4,937   2,692 2,245
16,457   9,314 7,143
4,591   1,017 3,574
3,635   3,356 279
3,078   2,528 550
7,192   2,740 4,452
21,577   7,585 13,992
14,822   15,689 -867
14,980   14,688 292
2,519   2,759 -240
8,760   10,462 -1,702
9,795   10,431 -636
9,772   7,652 2,120
13,905   8,384 5,521
16,139   13,694 2,445
16,489   1,421 15,068
32,979   2,832 30,147
4,210   2,127 2,083
12,631   12,772 -141
309,522   289,447 20,075
150,000   145,725 4,275
9,912   2,928 6,984
18,725   16,483 2,242
16,066   175 15,891
6,251   2,661 3,590
12,502   9,722 2,780
5,814   4,398 1,416
11,628   13,927 -2,299
21,072   10,403 10,669
17,619   16,598 1,021
15,377   14,496 881
18,460   5,173 13,287
10,645   14,741 -4,096
16,837   17,469 -632
12,230   8,857 3,373
3,585   3,945 -360
14,341   16,750 -2,409
16,452   4,849 11,603
18,798   12,065 6,733
16,672   11,287 5,385
8,150   4,738 3,412
17,666   7,480 10,186
13,672   9,450 4,222
11,668   4,683 6,985
23,336   10,276 13,060
12,559   13,200 -641
7,983   2,972 5,011
3,913   1,387 2,526
50,000   49,979 21
22,581   26,204 -3,623
6,749   2,985 3,764
5     5
4,712   2,347 2,365
6,984   2,937 4,047
12,243   4,661 7,582
11,514   125 11,389
24,854   24,988 -134
5,853   4,722 1,131
5,253   3,251 2,002
3   4 -1
13,958   17,238 -3,280
5     5
18,328   25,632 -7,304
25,000   24,988 12
26,388   17,463 8,925
1,189   1,590 -401
5     5
50,000   49,954 46
25,043   15,373 9,670
50,000   50,000  
5     5
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
      968
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       9,982
b       5,131
c       7,913
d       -2
e       5
      11,908
      -11,435
      11,405
      4
      935
       
      4,568
      4,360
      4,738
      4,530
      21,855
      1
      5
       
      5
      69
       
      320
      10,784
      5
      -4,474
      5,573
      -9,471
      -1,463
      5
      5
      -1,065
      3,493
      4,208
      24,928
      -146
      1,525
      4,968
      5,845
      3,570
      40
      3,905
      -13,145
      12
      8
      5
      244
      2,255
      773
      101
      12,215
      2,534
      8,684
      272
      7,227
      8,052
      8,026
      1,074
      2,641
      -1,812
      3,505
      1,941
      8,081
      7,561
      438
      6,196
      2,251
      -388
      5,187
      1,025
      -103
      828
      2,486
      87
      -2,074
      2,245
      7,143
      3,574
      279
      550
      4,452
      13,992
      -867
      292
      -240
      -1,702
      -636
      2,120
      5,521
      2,445
      15,068
      30,147
      2,083
      -141
      20,075
      4,275
      6,984
      2,242
      15,891
      3,590
      2,780
      1,416
      -2,299
      10,669
      1,021
      881
      13,287
      -4,096
      -632
      3,373
      -360
      -2,409
      11,603
      6,733
      5,385
      3,412
      10,186
      4,222
      6,985
      13,060
      -641
      5,011
      2,526
      21
      -3,623
      3,764
      5
      2,365
      4,047
      7,582
      11,389
      -134
      1,131
      2,002
      -1
      -3,280
      5
      -7,304
      12
      8,925
      -401
      5
      46
      9,670
       
      5
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 473,413
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 8,178
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 8,178
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 8,178
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 3,317
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 13,317
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 5,139
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow5,139 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$   (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
 
No
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 arrowNY
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 arrowNEUBERGER BERMAN TRUST COMPANY NA Telephone no.right arrow (302) 830-4352

Located atright arrowPO BOX 396WILMINGTONDE ZIP+4right arrow19899
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)
Yes
 
(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
 
No
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
NEUBERGER BERMAN TRUST COMPANY N A TRUSTEE
2 		43,900    
PO BOX 396
WILMINGTON,DE19899
ARTHUR ANDERMAN CO-TRUSTEE
2 		8,146    
39 WENSLEY DRIVE
GREAT NECK,NY11021
ALBERT PANICCIA CO-TRUSTEE
2 		8,146    
6 CLOVER COURT
MUTTONTOWN,NY11732
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 NONE  
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
6,044,221
b
Average of monthly cash balances.......................
1b
150,685
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,194,906
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
6,194,906
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
92,924
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,101,982
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
305,099
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
305,099
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
8,178
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,178
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
296,921
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
296,921
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
296,921
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
429,329
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
429,329
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 7 296,921
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...... 123,710
b From 2019...... 0
c From 2020...... 0
d From 2021...... 7,120
e From 2022...... 28,708
f Total of lines 3a through e ........ 159,538
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 429,329
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..... 296,921
e Remaining amount distributed out of corpus 132,408
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 5 291,946
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) ... 		123,710
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		168,236
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 7,120
d Excess from 2022.... 28,708
e Excess from 2023.... 132,408
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).)
NA
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.
NA
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

IRANIAN AMERICAN JEWISH FEDERATION
OF NY
770 MIDDLE NECK ROAD SUITE 5P
GREAT NECK,NY11024 		NONE EOF CHARITABLE 268,500

UJA - FEDERATION OF NEW YORK

130 EAST 59TH STREET
NEW YORK,NY10022 		NONE EOF CHARITABLE 100,000
Total .................................right arrow 3a 368,500
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 ........... 		         
4 Dividends and interest from securities ....     14 158,097  
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 ............ 		    18 473,413  
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) ..   631,510  
13Total. Add line 12, columns (b), (d), and (e)..................
13
631,510
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 LegalFeesSchedule
Name:
GLADYS & IRVING COOPERSMITH CHARITABLE TRUST
EIN:
32-6052002
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 7,878 4,727   3,151


TY 2023 OtherDecreasesSchedule
Name:
GLADYS & IRVING COOPERSMITH CHARITABLE TRUST
EIN:
32-6052002
Description Amount
ACCRUED INTEREST C/O TO NEXT YEAR 1,230


TY 2023 OtherExpensesSchedule
Name:
GLADYS & IRVING COOPERSMITH CHARITABLE TRUST
EIN:
32-6052002
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
NY LAW JOURNAL AD 170 0   170
COURT SUPPORT 363 0   363
NY AG FILING FEE 250 0   250
ADR FEES 165 165   0
INVESTMENT EXPENSES 66 66   0


TY 2023 OtherIncreasesSchedule
Name:
GLADYS & IRVING COOPERSMITH CHARITABLE TRUST
EIN:
32-6052002
Description Amount
DEFERRED INCOME FROM WSC ADJ 538
ACCRUED INTEREST C/O FROM PRIOR YEAR 314
TAX COST ADJUSTMENT 276


TY 2023 TaxesSchedule
Name:
GLADYS & IRVING COOPERSMITH CHARITABLE TRUST
EIN:
32-6052002
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 3,023 3,023   0
ESTIMATED EXCISE PAYMENTS PAID 1,900 0   0