TY 2023 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go 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
CHARLES K & ESTHER KRIEGER FOUNDATION
INC

Number and street (or P.O. box number if mail is not delivered to street address)CO J GROSS 75 LIVINGSTON AVE
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
ROSELAND, NJ07068

A Employer identification number

26-2680294

B Telephone number (see instructions)

(973) 325-7800

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$12,532,683J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	409,433		409,433
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		43,982
b	Gross sales price for all assets on line 6a 396,654
7	Capital gain net income (from Part IV, line 2)...			58,844
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).......	List of Attached Documents: // Content	448	-1,243
12	Total. Add lines 1 through 11........	453,863		467,034
13	Compensation of officers, directors, trustees, etc.	99,000		9,900	89,100
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........	List of Attached Documents: // Content	9,999	0	9,999
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	10,420	4,710	5,210
c	Other professional fees (attach schedule)....
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	9,736	4,023	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	412	121	0
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	129,567		18,754	104,309
25	Contributions, gifts, grants paid.......	521,730			521,730
26	Total expenses and disbursements. Add lines 24 and 25	651,297		18,754	626,039
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-197,434
b	Net investment income (if negative, enter -0-)			448,280
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............		43,886	43,886
	2	Savings and temporary cash investments.........
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	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).......	5,235,451	List of Attached Documents: // Content 4,889,714	6,991,654
	c	Investments—corporate bonds (attach schedule).......	94,338	List of Attached Documents: // Content 94,338	91,004
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	5,924,591	List of Attached Documents: // Content 6,021,317	5,406,139
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	11,254,380	11,049,255	12,532,683
	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 )	List of Attached Documents: // Content 7,288	List of Attached Documents: // Content 0
	23	Total liabilities (add lines 17 through 22).........	7,288	0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	11,247,092	11,049,255
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	0	0
	29	Total net assets or fund balances (see instructions).....	11,247,092	11,049,255
	30	Total liabilities and net assets/fund balances (see instructions).	11,254,380	11,049,255

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

11,247,092

Enter amount from Part I, line 27a .....................

-197,434

Other increases not included in line 2 (itemize) right arrow

Add lines 1, 2, and 3 ..........................

11,049,658

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

403

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

11,049,255

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
1 a	PUBLICLY TRADED SECURITIES	D
b	PUBLICLY TRADED SECURITIES	P
c	CAPITAL GAIN THROUGH ALLIANCE BERNSTEIN HOLDINGS LP	P
d	CAPITAL GAINS DIVIDENDS	P
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	249,118	171,447	77,671
b	112,712	166,363	-53,651
c	57		57
d	34,767		34,767
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			77,671
b			-53,651
c			57
d			34,767
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	58,844
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 ...................		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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	6,231
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	6,231
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	6,231
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	8,566
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ..........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	8,566
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.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	2,335
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax2,335	Refunded	11	0

Form 990-PF (2023)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

Yes

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Yes

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

JONATHAN M GROSS Telephone no. right arrow

(973) 325-7800

Located at right arrow

75 LIVINGSTON AVENUEROSELANDNJ ZIP+4 right arrow

07068

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2023)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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-)
JONATHAN M GROSS	PRESIDENT 5.00	33,000
348 ORENDA CIRCLE WESTFIELD,NJ07090	PRESIDENT 5.00	33,000
ELLIOT BERKOWITZ	VICE PRESIDENT 5.00	33,000
110-55 72ND RD APT 410 FOREST HILLS,NY11375	VICE PRESIDENT 5.00	33,000
ELAINE WEIDMANN	SECRETARY/TREASURER 5.00	33,000
5005 SANLO PLACE WOODLAND HILLS,CA91364	SECRETARY/TREASURER 5.00	33,000

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...................				0

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 arrow

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2023)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

12,208,991

Average of monthly cash balances.......................

69,776

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

12,278,767

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

12,278,767

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

184,182

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

12,094,585

Minimum investment return. Enter 5% (0.05) of line 5................

604,729

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.)

Minimum investment return from Part IX, line 6..................

604,729

Tax on investment income for 2022 from Part V, line 5.......

6,231

Income tax for 2022. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

6,267

Distributable amount before adjustments. Subtract line 2c from line 1............

598,462

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

598,462

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

598,462

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

626,039

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

626,039

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					598,462
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......	122,291
b From 2019......	11,839
c From 2020......	35,235
d From 2021......
e From 2022......
f Total of lines 3a through e ........		169,365
4Qualifying distributions for 2023 from Part
XI, line 4: $ 626,039
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.....					598,462
e Remaining amount distributed out of corpus		27,577
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		196,942
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) ...		122,291
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......		74,651
10 Analysis of line 9:
a Excess from 2019....	11,839
b Excess from 2020....	35,235
c Excess from 2021....
d Excess from 2022....
e Excess from 2023....	27,577

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 4942(j)(3) or4942(j)(5)

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	(e) Total

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
AMERICAN BICYCLING EDUCATION ASSOCIATION INC PO BOX 195023 WINTER SPRINGS,FL32719	N/A	PC	GENERAL SUPPORT	1,500
AMERICAN FRIENDS OF MAGEN DAVID ADOM 20 W 36TH STREET SUITE 1100 NEW YORK,NY10018	N/A	PC	GENERAL SUPPORT	15,000
AMERICAN JEWISH COMMITTEE MAIL CODE 6760PO BOX 7247 PHILADELPHIA,PA191700001	N/A	PC	GENERAL SUPPORT	3,600
AMERICANS FOR BEN-GURION UNIVERSITY PO BOX 7410310 CHICAGO,IL60674	N/A	PC	GENERAL SUPPORT	50,000
ASPCA PO BOX 96929 WASHINGTON,DC200906929	N/A	PC	GENERAL SUPPORT	1,000
CITY OF HOPE COMPREHENSIVE CANCER CENTER 1500 EAST DUARTE ROAD DUARTE,CA91010	N/A	PC	GENERAL SUPPORT	500
COMMUNITY FOODBANK OF NEW JERSEY PO BOX 1184 PLEASANTVILLE,NJ082326184	N/A	PC	GENERAL SUPPORT	1,000
COOPERMAN BARNABAS MEDICAL CENTER DEVELOPMENT DEPARTMENT 95 OLD SHORT HILLS ROAD WEST ORANGE,NJ07052	N/A	PC	GENERAL SUPPORT	500
CROHN'S & COLITIS FOUNDATION OF AMERICA (NJ CHAPTER) 766 SHREWSBURY AVENUE SUITE 404 E TINTON FALLS,NJ07724	N/A	PC	GENERAL SUPPORT	1,000
DEFIANCE COLLEGE 701 N CLINTON DEFIANCE,OH43512	N/A	PC	GENERAL SUPPORT	100,000
EARLHAM COLLEGE 801 NATIONAL ROAD W RICHMOND,IN47374	N/A	PC	GENERAL SUPPORT	10,000
EXPERIENCE CAMPS 136 MAIN STREET SUITE 206 WESTPORT,CT06880	N/A	PC	GENERAL SUPPORT	250
HABITAT FOR HUMANITY 58 PARK PLACE 4TH FLR NEWARK,NJ07102	N/A	PC	GENERAL SUPPORT	250
HADASSAH THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA INC 80 MAIN STREET SUITE 415 WEST ORANGE,NJ07032	N/A	PC	GENERAL SUPPORT	220,000
HEART TO HEART INTERNATIONAL 11550 RENNER BLVD LENEXA,KS66219	N/A	PC	GENERAL SUPPORT	3,600
HOSTOS COMMUNITY COLLEGE FOUNDATION 500 GRAND CONCOURSE D-214 BRONX,NY10451	N/A	PC	GENERAL SUPPORT	1,000
I HAVE A DREAM FOUNDATION NJ 8 LOMBARDY STREET UNIT 347 NEWARK,NJ07102	N/A	PC	GENERAL SUPPORTGENERAL SUPPORT	250
JAFCO INC 4200 N UNIVERSITY LANE SUNRISE,FL33351	N/A	PC	GENERAL SUPPORT	4,000
JEWISH FEDERATION OF GREATER METROWEST NJ 901 ROUTE 10 WHIPPANY,NJ079810929	N/A	PC	GENERAL SUPPORT	21,100
JEWISH FEDERATION OF NORTHERN NJ 50 EISENHOWER DR PARAMUS,NJ07652	N/A	PC	GENERAL SUPPORT	5,000
JEWISH WORLD WATCH 5551 BALBOA BLVD ENCINO,CA91316	N/A	PC	GENERAL SUPPORT	1,000
MULTIPLE MYELOMA RESEARCH FOUNDATION 383 MAIN AVE 5 NORWALK,CT06851	N/A	PC	GENERAL SUPPORT	2,000
NORTH SHORE ANIMAL LEAGUE AMERICA INC 25 DAVIS AVENUE PORT WASHINGTON,NY11050	N/A	PC	GENERAL SUPPORT	1,000
ROBERT WOOD JOHNSON HOSPITAL FOUNDATION PO BOX 156 NEW BRUNSWICK,NJ08903	N/A	PC	GENERAL SUPPORT	2,000
STEIN HOSPICE 354 DEMOTT LANE SOMERSET,NJ08873	N/A	PC	GENERAL SUPPORT	500
TEMPLE BETH -EL JERSEY CITY 2419 KENNEDY BLVD JERSEY CITY,NJ07304	N/A	PC	GENERAL SUPPORT	54,000
TEMPLE EMANU-EL OF WESTFIELD 756 EAST BROAD STREET WESTFIELD,NJ07090	N/A	PC	GENERAL SUPPORT	680
THE BROOKLYN PUBLIC LIBRARY 10 GRAND ARMY PLAZA BROOKLYN,NY11238	N/A	PC	GENERAL SUPPORT	500
UNITED STATES HOLOCAUST MUSEUM 100 RAOUL WALLENBERG PALACE SW WASHINGTON,DC200242126	N/A	PC	GENERAL SUPPORT	18,000
WORLD CENTRAL KITCHEN INC 200 MASS AVE NW 7TH FLOOR WASHINGTON,DC20001	N/A	PC	GENERAL SUPPORT	2,500
Total ................................. 3a				521,730

bApproved for future payment

Total ................................. 3b				0

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	(e) Related or exempt function income (See instructions.)
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	409,433
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	43,982
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aORDINARY INCOME FROM ALLIANCE BERNSTEIN HOLDING LP	901101	1,691	14	-1,243
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		1,691		452,172	0

13Total. Add line 12, columns (b), (d), and (e)..................

453,863

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2023)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2023 AccountingFeesSchedule

Name:

CHARLES K & ESTHER KRIEGER FOUNDATION

INC

EIN:

26-2680294

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
BOOKKEEPING, RETURN PREPARATION, AND TAX COMPLIANCE	10,420	4,710		5,210

- TIN:

TY 2023 InvestmentsCorpBondsSchedule

Name:

CHARLES K & ESTHER KRIEGER FOUNDATION

INC

EIN:

26-2680294

Name of Bond	End of Year Book Value	End of Year Fair Market Value
GOLDMAN SACHS GRP INC NOTES MEDIUM TERM NOTES CLLB	94,338	91,004

- TIN:

TY 2023 InvestmentsCorpStockSchedule

Name:

CHARLES K & ESTHER KRIEGER FOUNDATION

INC

EIN:

26-2680294

Name of Stock	End of Year Book Value	End of Year Fair Market Value
AMERICAN ELECTRIC POWER INC	95,883	105,586
AMERICAN EXPRESS COMPANY	69,059	157,928
AMERICAN STATES WTR CO	53,868	96,504
AMERIPRISE FINANCIAL INC	69,825	197,512
ANNALY CAPITAL MANAGEMENT INC REIT	10,910	4,843
AT&T INC	58,678	33,560
BERKSHIRE HATHAWAY INC SERIES B NEW	113,463	213,996
BLACKROCK INC	27,847	56,826
BP PLC SPONS ADR	54,768	56,640
CELANESE CORPORATION SERIES A	55,071	94,776
CHEVRON CORPORATION	67,322	74,580
CISCO SYSTEMS INC	49,240	50,520
CITIGROUP INC NEW	61,540	51,440
CMS ENERGY INC	66,195	87,105
COCA COLA COMPANY	45,407	58,930
CONOCOPHILLIPS COP	64,718	116,070
CONSOLIDATED EDISION INC	72,371	86,422
CSX CORP	41,008	86,675
CUMMINS INC	50,441	79,058
CVS HEALTH CORPORATION	53,288	59,220
DEERE & CO	76,170	199,935
DEVON ENERGY CORP	44,630	45,300
DIAGEO PLC SPONSORED ADR NEW	23,313	29,860
DOMINION ENERGY INC	76,250	47,000
DOW INC	89,503	82,260
DUKE ENERGY CORP COM	24,629	20,378
EATON CORP PLC	41,696	120,410
ENBRIDGE INC	40,511	35,444
EVERGY INC	94,288	92,968
EVERSOURCE ENERGY	60,784	61,720
EXXON MOBILE XOM	118,311	149,970
FIFTH THIRD BANCORP	27,212	34,490
FIRSTENERGY CORP	94,680	109,980
GE HEALTHCARE TECHS INC	20,083	6,418
GENERAL ELECTRIC COMPANY	40,253	31,908
GENERAL MILLS INC	58,780	65,140
GILEAD SCIENCES INC	74,165	81,010
GOLDMAN SACHS GROUP INC	55,134	92,585
HAWAIIAN ELEC INDS INC	33,440	14,190
HSBC HOLDINGS PLC-SPON ADR	8,168	8,108
I SHARES SILVER TR	16,759	21,780
INTEL CORP	97,417	100,500
ISHARES ETF PFD & INCOME SECS	57,600	78,188
ISHARES ETF RUSSELL 2000 GROWTH IWO	50,542	46,785
ISHARES IBOXX & ETF INVESTMENT GRADE CORP BD	55,449	44,264
ISHARES MSCI ETF EMERGING MARKETS	61,882	64,497
JOHNSON & JOHNSON	28,368	31,348
JPMORGAN CHASE & CO	87,116	144,585
MANULIFE FINL CORP	28,272	34,255
MEDTRONIC PLC	98,484	98,856
MERCK & CO INC NEW	24,829	40,883
MICROSOFT CORP	81,250	376,040
MONDELEZ INTL INC	41,805	72,430
NESTLE S A REG ADR	38,295	57,815
NEW JERSEY RES CORP	88,221	99,191
NEXTERA ENERGY INC	52,115	140,917
NORTHROP GRUMMAN CORP NEW	184,448	351,105
ORGANON & CO OGN	871	534
PFIZER INCORPORATED	45,108	28,790
PROCTER & GAMBLE CO	131,779	219,810
PUBLIC SVC ENTERPRISE GROUP INC	67,359	91,725
ROYAL DUTCH SHELL PLC ADR CL A	70,977	85,540
SCHLUMBERGER LTD	105,945	104,080
SOUTHERN COMPANY/THE	100,602	140,240
SPDR BLOOMBERG ETF BARCLAYS CONVERTIBLE SECURITIES ETF	95,540	144,300
SPDR GOLD TRUST ETF	59,530	95,585
SUNCOR ENERGY INC NEW	58,750	60,235
TARGET CORP	72,864	142,420
THERMO FISHER SCIENTIFIC INC	37,558	124,736
TJX COS INC NEW	12,159	30,019
TOTALENERGIES SE	52,028	67,380
UNION PACIFIC CORP	68,268	152,284
UNITED PARCEL SERVICE-B	43,930	62,892
UNITEDHEALTH GROUP INC	33,588	105,294
VANGUARD INDEX FDS ETF REAL ESTATE INDEX FD VNQ	46,833	44,180
VANGUARD INTERMEDIATE ETF TERM CORP BOND	90,445	81,280
VANGUARD INTL EQUITY ETF INDEX FDS FTSE EMERGING MKTS ETF	61,638	64,445
VERIZON COMMUNICATIONS COM	106,229	75,400
VIAD CORPORATION (NEW)	6,032	4,597
VIATRIS INC	0	1,343
WARNER BROS DISCOVERY INC SER A WBD	17,842	5,497
WEC ENERGY GROUP INC	59,832	67,336
XCEL ENERGY INC	68,253	91,008

- TIN:

TY 2023 InvestmentsOtherSchedule2

Name:

CHARLES K & ESTHER KRIEGER FOUNDATION

INC

EIN:

26-2680294

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
AAM GNMA ADVANTAGE INCOME PORT SER 14 CASH	AT COST	9,237	5,407
AB CAP FD INC RELATIVE VALUE FD	AT COST	97,014	102,303
ADVISORS ASSET MGMT GNMA ADVANTAGE ICOME PORT SER 11 CASH	AT COST	41,719	22,804
ALLIANCE BERNSTEIN HLDG LP LD PARTNERSHIP INTEREST	AT COST	26,113	22,497
AQUILA OPPORTUNITY GROWTH FUND CLASS A	AT COST	163,355	137,074
AQUILA THREE PEAKS HIGH INCOME CLASS A	AT COST	204,665	195,353
AT&T INC 5% CALL 12/12/24 @ 25	AT COST	25,167	18,891
BANK AMER CORP 5.375% PFD KK NON CUM PERP MTY	AT COST	53,839	46,020
BLACKROCK FUNDS GLOBAL LONG/SHORT CR FD INSTITUTIONAL	AT COST	257,484	228,712
BNY MELLON INTL BOND	AT COST	59,014	46,598
BOND FUND AMERICA CL A	AT COST	75,014	61,188
CALAMOS INVT TR NEW CONVERTIBLE FD CL A	AT COST	74,478	82,734
CALAMOS STRATEGIC TOTAL RETURN FUND	AT COST	187,856	223,050
CALVERT GLOBAL WATER FUND CL A	AT COST	108,945	161,781
COHEN & STEERS PFD SECS & INCOME FD INC CLASS A	AT COST	251,966	214,119
DAVIS REAL ESTATE FUND CL A	AT COST	168,921	178,136
DIAMOND HILL LONG SHRT LONG-SHORT FUND CL A	AT COST	69,254	68,811
DUKE ENERGY 5.625% PFD JR SUB NOTES 09/15/2078	AT COST	51,956	47,100
EATON VANCE ADV SR FLTNG RT ADVANTAGE FUND CLASS A	AT COST	330,194	309,922
EATON VANCE FUNDS TAX MANAGED DIVERSIFIED EQUITY	AT COST	22,180	24,380
FIRST TRUST CORP HIGH INCOME PORT SER 23 CASH	AT COST	93,644	17,725
FIRST TRUST INVESTMENT GRADE MUTLI-ASSET INCM PRT LT 25 C	AT COST	90,819	79,755
GNMA II PASS THRU POOL 1884	AT COST	124	4
GNMA II PASS THRU POOL 1922	AT COST	27	3
GNMA II PASS THRU POOL 3458	AT COST	1,284	549
GNMA II PASS THRU POOL 381322	AT COST	720	254
GUGGENHEIM FDS TR MACRO OPPORTUNITIES FD CS A	AT COST	100,104	89,114
HARTFORD MUT FDS INC	AT COST	30,007	27,365
HUNTINGTON 4.5% PFD BANCSHARES NON CUM PERP	AT COST	49,906	33,075
JOHN HANCOCK REGIONAL BANK CLASS A	AT COST	173,093	165,703
JPMORGAN DIVERSIFIED FUND CL A JDVAX	AT COST	113,223	100,400
KAYNE ANDERSON ENERGY DEVELOPMENT CO	AT COST	40,487	16,866
LEGG MASON PARTNERS EQUITY TRUST BRANDYWINE GLOBAL CORP CR FD	AT COST	50,007	44,145
LORD ABBETT BD-DEB A	AT COST	256,239	219,884
LORD ABBETT INVT TR FLOATING RATE FD CLASS A	AT COST	130,007	113,663
LORD ABBETT INVT TR INFLATION FOCUSED FD CLASS A	AT COST	25,007	23,153
MAINSTAY MACKAY CONVERTIBLE FUND	AT COST	40,007	37,972
MORGAN STANLEY 6.375% PFD SER I FIX/FLTG PERP MTY CALL 10/15/	AT COST	50,040	44,568
NUVEEN INVT TR V NWQ FLEXIBLE INCOME FD CLASS A	AT COST	100,007	81,774
PGIM FLOATING RATE INCOME CL A	AT COST	73,783	67,052
PGIM HIGH YIELD CL A	AT COST	298,932	257,414
PIMCO FUNDS PIMCO INCOME FD CLASS A	AT COST	71,065	82,646
PIMCO INTERNATIONAL BOND FUND US DOLLAR HEDGED INSTL	AT COST	113,367	79,644
PIMCO REAL ESTATE REAL RETURN STRATEGY CL A	AT COST	233,716	161,686
PIONEER FUND CLASS A SHARES	AT COST	226,932	263,916
PRINCIPAL INV FUND REAL ESTATE SECS FD CL INSTL	AT COST	206,492	241,225
PRINCIPAL INVS FD REAL ESTATE SECS FD	AT COST	77,365	71,158
PRUDENTIAL 4.125% PFD JR SUB NOTES DUE 9/1/60	AT COST	81,838	60,921
PUTNAM FDS TR FLTG RATE INCOME FD CLASS Y	AT COST	129,319	121,524
PUTNAM FLOATING RATE INCOME FD CL A	AT COST	261,515	245,678
PUTNAM FOCUSED EQUITY FD CL A	AT COST	34,049	36,946
RMB MENDON FINL LONG/SHORT FD CL A	AT COST	195,129	118,175
RYDEX SERIES FUNDS BIOTECHNOLOGY FD CL A	AT COST	115,765	100,774
TEMPLETON GLOBAL BOND FUND CL A	AT COST	100,007	59,954
VIRTUS FUNDS	AT COST	75,284	65,145
WEBSTER FINL CRP5.25%PFD NON-CUM PERP MTY SER F	AT COST	26,959	18,630
WESTERN ASSET FDS INC BD FD CLASS A	AT COST	50,988	37,259
WR BERKLEY CO 5.10% PFD SUB NOTES MTY 12/30/59 CALL 12/30/24 @ 25	AT COST	25,689	23,540

- TIN:

TY 2023 LegalFeesSchedule

Name:

CHARLES K & ESTHER KRIEGER FOUNDATION

INC

EIN:

26-2680294

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
GENERAL GOVERNANCE AND COUNSEL	9,999	0		9,999

- TIN:

TY 2023 OtherDecreasesSchedule

Name:

CHARLES K & ESTHER KRIEGER FOUNDATION

INC

EIN:

26-2680294

Description	Amount
BOOK BASIS ADJUSTMENT	403

- TIN:

TY 2023 OtherExpensesSchedule

Name:

CHARLES K & ESTHER KRIEGER FOUNDATION

INC

EIN:

26-2680294

Description	Revenue and Expenses per Books	Net Investment Income
INVESTMENT EXPENSE	106	106
OTHER DEDUCTIONS - FROM ALLIANCE BERNSTEIN HOLDINGS LP K-1	15	15
NON-DEDUCTIBLE EXPENSES	291	0

- TIN:

TY 2023 OtherIncomeSchedule2

Name:

CHARLES K & ESTHER KRIEGER FOUNDATION

INC

EIN:

26-2680294

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
ORDINARY INCOME FROM ALLIANCE BERNSTEIN HOLDING LP	448	-1,243	448

- TIN:

TY 2023 OtherLiabilitiesSchedule

Name:

CHARLES K & ESTHER KRIEGER FOUNDATION

INC

EIN:

26-2680294

Description	Beginning of Year - Book Value	End of Year - Book Value
CASH OVERDRAFT	7,288	0

- TIN:

TY 2023 TaxesSchedule

Name:

CHARLES K & ESTHER KRIEGER FOUNDATION

INC

EIN:

26-2680294

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAX WITHHELD	4,023	4,023		0
FEDERAL TAX	5,713	0		0