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

86-3646344
B Telephone number (see instructions)

(800) 839-1754
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$20,079,013J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 259,183 259,183  
4 Dividends and interest from securities... 99,315 99,315  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -231,660
b Gross sales price for all assets on line 6a 771,686
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
418,676 418,676  
12 Total. Add lines 1 through 11........ 545,514 777,174  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
81,158 81,158    
17 Interest............... 7 7    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
8,382 384    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
80,974 12,833   68,141
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 170,521 94,382   68,141
25 Contributions, gifts, grants paid....... 559,000 559,000
26 Total expenses and disbursements. Add lines 24 and 25 729,521 94,382   627,141
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -184,007
b Net investment income (if negative, enter -0-) 682,792
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 5,610,176 5,369,736 5,369,736
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   1,743    
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 7,918,937 Click to see attachment
List of Attached Documents:
// Content
7,790,633 		7,968,710
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 6,332,296 Click to see attachment
List of Attached Documents:
// Content
6,518,776 		6,740,567
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) 19,863,152 19,679,145 20,079,013
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 19,863,152 19,679,145
29 Total net assets or fund balances (see instructions)..... 19,863,152 19,679,145
30 Total liabilities and net assets/fund balances (see instructions). 19,863,152 19,679,145
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
19,863,152
2
Enter amount from Part I, line 27a .....................
2
-184,007
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
19,679,145
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
19,679,145
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b GAIN FROM FINAL DISTR - RE SENIOR P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 771,686   1,003,414 -231,728
b       68
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -231,728
b        
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -231,660
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 9,491
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 9,491
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 9,491
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 7,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,600
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,600
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 68
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 959
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowDE
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow55 WALLS DRIVE FL 3FairfieldCT ZIP+4right arrow06824
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Asher C Grodman Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Marc D Grodman Dir, Pres
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Pamela Sue Grodman Dir, Sec, Treas
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Schyler Zane Grodman Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
 
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
Treasury Partners Investment Mgmt 81,158
300 Madison Ave 29th FL
NEW YORK,NY10017
Foundation Source Administrative 68,017
55 Walls Drive 3rd Fl
Fairfield,CT06824
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
7,165,712
b
Average of monthly cash balances.......................
1b
5,615,716
c
Fair market value of all other assets (see instructions)................
1c
6,533,689
d
Total (add lines 1a, b, and c).........................
1d
19,315,117
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
19,315,117
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
289,727
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
19,025,390
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
951,270
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
951,270
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
9,491
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
9,491
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
941,779
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
941,779
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
941,779
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
627,141
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
627,141
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 7 941,779
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 618,460
b Total for prior years:2021, 2020, 2019  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 627,141
a Applied to 2022, but not more than line 2a 618,460
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 8,681
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		933,098
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 0
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).)
Marc D Grodman
Pamela Sue Grodman
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

BOSELLI FOUNDATION

PO BOX 16385
JACKSONVILLE,FL32245 		N/A PC General & Unrestricted 5,000

BOSTON COLLEGE

140 COMMONWEALTH AVE
CHESTNUT HILL,MA02467 		N/A PC Evaluating the Health Impacts of Disasters on Youth 50,000

CHILDRENS GLOBAL HEALTH FUND INC

254 MCLAIN ST
MOUNT KISCO,NY10549 		N/A PC General & Unrestricted 10,000

COMMONWEALTH OF PENNSYLVANIA

625 FORSTER ST RM 525
HARRISBURG,PA17120 		N/A GOV Expansion of Behavioral Health for Children and Families at St. Christopher's Hospital for Children 110,000

FOUNDATION FOR CITY COLLEGE

160 CONVENT AVE NUM 154
NEW YORK,NY10031 		N/A PC CUNY School of Medicine, Dean's Discretionary Fund 10,000

FRIENDS OF BEZALEL ACADEMY OF ARTS AND DESIGNS INC

244 5TH AVE
NEW YORK,NY10001 		N/A PC General & Unrestricted 10,000

FRIENDS OF UNITED HATZALAH INC

442 5TH AVE STE 1866
NEW YORK,NY10018 		N/A PC Israel rescue 5,000

HARVARD MEDICAL FACULTY PHYS AT BETH ISRAEL DEACON

375 LONGWOOD AVE STE 3
BOSTON,MA02215 		N/A PC Pediatric Disaster Medicine Curriculum Development 100,000

HIAS INC

PO BOX 97077
WASHINGTON,DC20090 		N/A PC General & Unrestricted 5,000

JOE BURROW FOUNDATION

7961 FLOYD DR
THE PLAINS,OH45780 		N/A PC General & Unrestricted 5,000

MASSACHUSETTS GENERAL HOSPITAL

125 NASHUA ST STE 540
BOSTON,MA02114 		N/A PC Mass General Hospital Asylum Clinic 60,000

MEDECINS SANS FRONTIERES USA INC

PO BOX 5030
HAGERSTOWN,MD21741 		N/A PC care of children in crisis and disasters 10,000

NEW YORK ACADEMY OF MEDICINE

1216 5TH AVE
NEW YORK,NY10029 		N/A PC to be used at the direction of NYAM President, Ann Kurth 10,000

REISENBACH PHILANTHROPIES INC

116 W 23RD ST 5TH FL
NEW YORK,NY10011 		N/A PC General & Unrestricted 5,000

STC HEALTHCARE PARTNERS LLC

PO BOX 16052
READING,PA19612 		N/A PC Back-to-School Carnival and Resource Fair 25,000

THE ACTORS FUND OF AMERICA

729 7TH AVENUE 10TH FL
NEW YORK,NY10019 		N/A PC General & Unrestricted 10,000

THE DAVID SHELDRICK WILDLIFE TRUST USA

25283 CABOT RD STE 101
LAGUNA HILLS,CA92653 		N/A PC General & Unrestricted 10,000

THERAPY DOGS INTERNATIONAL

88 BARTLEY RD
FLANDERS,NJ07836 		N/A PC General & Unrestricted 5,000

TOM COUGHLIN JAY FUND FOUNDATION INC

PO BOX 50798
JACKSONVILLE,FL32240 		N/A PC General & Unrestricted 5,000

TRUSTEES OF COLUMBIA UNIVERSITY

516 W 168TH ST FL 3
NEW YORK,NY10032 		N/A PC Crown Awards Gala 20,000

TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW

516 WEST 168TH ST 3RD FL
NEW YORK,NY10032 		N/A PC Student Run Clinics Infrastructure and Administration at Vagelos College of Physicians and Surgeons 49,000

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

2929 WALNUT ST STE 300
PHILADELPHIA,PA19104 		N/A PC Athletic Department's Fencing team 5,000

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

2929 WALNUT ST STE 300
PHILADELPHIA,PA19104 		N/A PC Penn Museum 10,000

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

3800 SPRUCE ST
PHILADELPHIA,PA19104 		N/A PC to support the work of Dr. Christine Cain in Dermatology 5,000

UNITED STATES FUND FOR UNICEF

125 MAIDEN LN 10TH FLR
NEW YORK,NY10038 		N/A PC General & Unrestricted 10,000

WORLD CENTRAL KITCHEN INCORPORATED

200 MASSACHUSETTS AVE NW 7TH FL
WASHINGTON,DC20001 		N/A PC General & Unrestricted 10,000
Total .................................right arrow 3a 559,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 259,183  
4 Dividends and interest from securities ....     14 99,315  
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 -231,660  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aK-1 Inc/Loss 		    14 339,727  
bPFIC INCOME     01 78,949  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   545,514  
13Total. Add line 12, columns (b), (d), and (e)..................
13
545,514
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

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

TY 2023 DepreciationSchedule
Name:
Grodman Family Foundation
EIN:
86-3646344
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2023 InvestmentsCorpStockSchedule
Name:
Grodman Family Foundation
EIN:
86-3646344
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS 49,190 43,368
ABBVIE INC 59,470 77,795
ACCENTURE PLC 106,429 120,362
ACV AUCTIONS INC CL A 12,869 11,150
ADIDAS AG 19,067 14,739
ADOBE SYSTEMS, INC 54,184 69,206
ADYEN N.V. 39,578 28,851
ALARM.COM HOLDINGS INC 18,695 15,380
ALBANY INTERNATIONAL CORP 22,243 28,975
ALIGN TECHNOLOGY, INC 18,498 19,454
ALPHABET INC CL A 97,588 94,989
AMADEUS IT HLDS SA 11,064 13,407
AMAZON COM 58,533 67,613
AMERIPRISE FINANCIAL INC 54,138 76,726
AMGEN INC 45,056 55,300
AMN HEALTHCARE SERVICES INC 11,063 7,563
AMPHENOL CORPORATION 49,186 58,883
ANSYS INC 43,018 43,908
AON PLC CL A 28,863 29,975
APPLE INC 131,020 153,831
ARISTA NETWORKS 23,952 36,504
ARMSTRONG WORLD INDU 44,605 41,098
ASML HOLDING NV NY REG SHS 14,030 13,625
ASPEN TECHNOLOGY INC COM 28,644 36,105
ASTRAZENECA 17,890 18,185
ATLAS COPCO AB A SHS ADR 21,377 21,771
ATLASSIAN CORP CL A 27,210 30,446
ATRION CORPORATION 31,637 18,940
AUTODESK, INC 49,205 42,609
AZENTA INC 87,624 75,628
BADGER METER, INC 18,244 27,478
BANK OF HAWAII CORP 43,812 37,462
BENTLEY SYSTEMS INC CL B 64,252 53,067
BIO TECHNE CORPORATION 42,947 27,778
BLACKLINE INC 25,289 14,736
BLACKROCK INC 71,142 63,320
BOOKING HOLDINGS INC 42,437 63,850
BOOZ ALLEN HAMILTON HOLDING CO 22,043 27,756
BROADRIDGE FINANCIAL 26,990 31,891
BUNZL PLC SPONSORED ADR 15,043 16,335
CANADIAN PACIFIC RAILWAY LTD 30,201 29,885
CCC INTELLIGENT SOLUTIONS HOLD 11,665 12,039
CERTARA 59,782 41,935
CHARLES RIV LABORATORIES INTL 33,656 21,985
CHEESECAKE FACTORY INC 47,855 39,456
CHEVRON CORP 42,800 64,735
CISCO SYSTEMS INC 49,632 45,215
CLEARWATER ANALYTICS HOLDINGS, 43,061 32,829
COGNEX CORPORATION 22,262 13,023
CONSTRUCTION PARTNERS INC 37,811 55,967
COOPER COMPANIES INC 32,680 28,383
CORTEVA INC 16,379 12,268
COSTAR GROUP, INC 37,210 40,811
COSTCO WHOLESALE CORPORATION 13,919 20,462
CROWN CASTLE INTL 50,861 30,065
CSL LTD 8,049 7,385
DASSAULT SYS SA SPN ADR 5,267 4,608
DATADOG INC 39,183 43,211
DEVRY INC 15,149 19,126
DISCOVER FINL SVCS COM 59,399 50,805
DOLLAR GENERAL CORP 42,129 32,900
DUKE ENERGY CO 23,115 22,513
ENTEGRIS INC 41,910 45,891
EVERTEC INC 55,375 50,970
EVOLUTION GAMING GROUP AB ADR 54,626 43,585
EXPERIAN GROUP LTD S/ADR 15,548 14,503
EXPONENT, INC 20,733 16,023
FACTSET RESH SYST INC 32,464 42,457
FAIR ISSAC & CO INC 31,775 81,481
FASTENAL COMPANY 31,653 37,631
FERRARI NV 8,815 13,537
FIRST FINANCIAL BANKSHARES, IN 42,231 26,300
FISERV, INC 57,520 72,663
FIVE BELOW INC 39,517 40,287
FIVE9 INC 42,934 29,115
FLOOR AND DECOR HOLDINGS 46,235 51,429
FRESHPET INC 11,540 11,019
FULLER H B CO 42,223 47,625
GALLAGHER ARTHUR J & CO 58,920 84,780
GENERAL ELECTRIC CO 27,067 27,058
GETTY RLTY HLDG CO 36,939 30,360
GLOBANT SA 58,636 50,214
GODADDY INC 14,063 21,232
GRACO INC 13,611 15,357
GRAND CANYON EDUCATION, INC 24,115 37,367
GRID DYNAMICS HOLDINGS 15,282 6,758
GUIDEWIRE SOFTWARE INC 23,530 22,898
HDFC BANK LTD ADR 14,653 15,167
HEALTHEQUITY INC 38,122 39,979
HEICO CORP 31,042 43,287
HEICO CP CL A 59,377 72,217
HENRY JACK & ASSOC INC 70,681 66,998
HILLMAN SOLUTIONS ORD SHS 40,807 37,190
HOME DEPOT INC 136,732 134,115
HONEYWELL INTL 48,819 47,185
HOULIHAN LOKEY INC 48,688 65,591
ICICI BK LTD ADS 20,534 22,743
ICON PLC - AMERICAN DEPOSITARY 68,182 87,469
ILLINOIS TOOL WORKS 24,226 27,504
INTUIT 33,918 50,627
INTUITIVE SURGICAL 16,390 20,579
INVESTOOLS INC 30,907 5,044
JOHN BEAN TECH CORP 31,454 22,476
JP MORGAN CHASE 72,524 78,416
KERING UNSPON ADR EA REPR 0.1 5,669 4,070
KINSALE CAPITAL GROUP INC 9,705 11,387
KORNIT DIGITAL LTD 33,851 5,097
LAKELAND FINANCIAL CORPORATION 34,639 29,974
LAM RESEARCH CORP 19,298 23,498
LAMB WESTON HOLDINGS INC 26,017 42,155
LANDSTAR SYSTEM 38,232 46,670
LASERTEC ADR 3,175 5,236
LCI INDUSTRIES 11,390 12,445
LESLIES INC 65,975 33,285
LINDE PLC COM 21,785 27,107
LOCKHEED MARTIN CORP 44,921 56,655
LPL FINANCIAL HOLDINGS INC 11,417 11,609
LVMH MOET HENN UNSP 22,313 24,043
MANHATTAN ASSOCIATES INC 19,714 31,867
MARKEL CORP 39,245 46,857
MARKETAXESS HOLDINGS, INC 54,450 42,170
MASTERCARD INC 49,194 59,711
MCKESSON CORP 24,382 30,094
MEDPACE HOLDINGS, INC 8,512 17,166
MEDTRONIC PLC 34,068 23,561
MERCADOLIBRE, INC 14,371 15,715
MERCK & CO INC 49,723 68,901
MICROSOFT CORP 177,413 219,984
MOELIS AND COMPANY 20,702 27,504
NATIONAL BEVERAGE CORP 32,454 37,290
NCINO 53,035 44,694
NEOGEN CORPORATION 20,206 9,492
NEXTERA ENERGY, INC 40,747 29,398
NOVO NORDISK A S 35,592 59,173
NVIDIA CORP 13,010 15,847
OLD DOMINION FREIGHT LINE 16,404 23,914
OLLIES BARGAIN OUTLET HOLDINGS 37,700 33,923
OPTION CARE HEALTH INC 8,944 11,219
PAYCHEX 74,872 76,826
PAYCOM SOFTWARE 44,786 22,739
PAYLOCITY CORP 35,448 23,079
PAYPAL HOLDINGS, INC 46,259 17,932
PEPSICO INC 37,376 40,422
PHILIP MORRIS INTL 78,511 72,442
PHILLIPS 66 39,753 75,490
PRIMERICA, INC 32,809 44,444
PRIVIA HEALTH GROUP INC 14,640 11,676
PROCTER GAMBLE CO 32,365 32,972
PROGYNY ORD SHS 15,938 14,723
PROLOGIS 48,473 48,788
R L I CP 24,759 30,351
RAYTHEON TECHNOLOGIES CORP 32,734 32,983
RBC BEARINGS INCORPORATED 39,765 50,710
REPLIGEN CORP 14,790 15,822
RESTAURANT BRANDS INTL 30,338 39,846
RIGHTMOVE PLC ADR 50,807 50,046
RITCHIE BROS AUCTIONEERS 25,272 27,492
ROLLINS INC 20,277 23,363
RYAN SPECIALTY GROUP HOLDINGS 36,582 52,484
S&P GLOBAL INC COM 40,824 38,325
SAGE GROUP PLC UNS/ADR 29,167 43,965
SAIA, INC 26,892 44,260
SAP AKTIENGESELL ADS 26,010 28,908
SCOTTS CO. CLASS A 59,430 24,225
SHERWIN-WILLIAMS CO 32,730 30,566
SHOPIFY INC 11,799 18,073
SIEMENS HEALTHINEERS AG 33,570 27,411
SIMPSON MANUFACTURING CO INC 31,787 46,723
SITEONE LANDSCAPE SUPPLY INC 93,740 82,225
SNAP ON INC 50,289 64,989
SNOWFLAKE INC 23,675 21,890
SPDR BARCLAYS CAPITAL 1-3 MONT 13,351 13,343
SPS COMMERCE, INC 13,883 21,129
SQUARESPACE ORD SHS CLASS A 16,262 16,967
STARBUCKS CORP COM 39,262 32,451
TAKE-TWO INTERACTIVE SOFTWARE 33,393 30,098
TELEDYNE TECH INC 45,281 44,183
TELEPERFORMANCE SA 25,514 16,093
TEMENOS GROUP AG 21,518 13,900
THE ENSIGN GROUP, INC 15,427 21,208
THERMO FISHER SCIENTIFIC INC 77,096 66,880
THOR INDS INC 26,744 31,100
TJX COMPANIES INC 49,411 62,477
TOAST INC 15,775 13,257
TRANSUNION COM USD0.01 43,958 25,698
TYLER TECHNOLOGIES, INC 92,839 82,788
UNIFIRST CP 44,704 39,326
UNILEVER PLC AMER 9,130 9,114
UNION PACIFIC 58,394 63,616
UNITEDHEALTH GROUP INC 67,265 69,494
US BANCORP 79,612 64,141
VERISK ANALYTICS, INC 44,079 54,938
VERIZON COMMUNICATIONS 66,708 50,970
VISA INC 63,167 73,939
WALT DISNEY HOLDINGS CO 64,364 38,554
WASTE CONNECTIONS 20,656 23,286
WATSCO INC 68,336 107,974
WD-40 COMPANY 32,344 32,992
WEC ENERGY GROUP, INC 32,026 32,826
WEST PHARMA SVCS INC 117,086 95,777
WORKIVA INC 38,149 28,631
ZEBRA TECHNOLOGIES CORP 60,313 32,253
ZOETIS INC 44,883 39,474
ZOOMINFO TECHNOLOGIES ORD SHS 10,475 5,140

TY 2023 InvestmentsOtherSchedule2
Name:
Grodman Family Foundation
EIN:
86-3646344
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ALKEON INNOVATION OFFSHORE FUN   453,000 364,157
CLOVER PCO SECONDARY II (LEVER   1,006,614 1,241,531
GOLDTREE PRIVATE CREDIT FUND (   443,367 487,268
PPB MILLENNIUM 2021 OFFSHORE A   507,587 569,202
RESLAF PERPETUAL FUND LP   3,120,167 3,059,930
VERITION INTERNATIONAL MULTI-S   988,041 1,018,479

TY 2023 OtherExpensesSchedule
Name:
Grodman Family Foundation
EIN:
86-3646344
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 68,017     68,017
Bank Charges 375 375    
K-1 Exp RESLAF PERPETUAL FUND 12,458 12,458    
Postage/Delivery Service 99     99
State or Local Filing Fees 25     25


TY 2023 OtherIncomeSchedule2
Name:
Grodman Family Foundation
EIN:
86-3646344
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 Inc/Loss RESLAF PERPETUAL FUND LP 339,727 339,727  
PFIC INCOME 78,949 78,949  


TY 2023 OtherProfessionalFeesSchedule
Name:
Grodman Family Foundation
EIN:
86-3646344
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 81,158 81,158    


TY 2023 TaxesSchedule
Name:
Grodman Family Foundation
EIN:
86-3646344
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2023 7,000      
990-PF Excise Tax for 2022 998      
Foreign Tax Paid 384 384