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
SECUNDA FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)CO GELLER TAX PO BOX 1510
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10150
A Employer identification number

20-5968142
B Telephone number (see instructions)

(212) 583-6001
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$260,814,793J 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) 27,026,784
2 Check right arrow.............
3 Interest on savings and temporary cash investments 402,089 402,032  
4 Dividends and interest from securities... 6,227,125 6,227,125  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,533,286
b Gross sales price for all assets on line 6a 119,878,614
7 Capital gain net income (from Part IV, line 2)... 18,419,039
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
54,543 42,269  
12 Total. Add lines 1 through 11........ 36,243,827 25,090,465  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
18,394 0   18,394
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
100,000 50,000   50,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
813,665 813,665   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
202,414 2,414   0
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
657,001 302,796   354,143
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,791,474 1,168,875   422,537
25 Contributions, gifts, grants paid....... 13,058,334 13,058,334
26 Total expenses and disbursements. Add lines 24 and 25 14,849,808 1,168,875   13,480,871
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 21,394,019
b Net investment income (if negative, enter -0-) 23,921,590
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......... 23,562,642 8,421,522 8,421,522
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 20,523,825 Click to see attachment
List of Attached Documents:
// Content
30,979,471 		30,534,354
b Investments—corporate stock (attach schedule)....... 81,419,916 Click to see attachment
List of Attached Documents:
// Content
94,378,799 		120,973,223
c Investments—corporate bonds (attach schedule)....... 65,350,563 Click to see attachment
List of Attached Documents:
// Content
86,453,362 		83,694,348
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans............. 1,464,926 0 0
13 Investments—other (attach schedule).......... 21,438,714 Click to see attachment
List of Attached Documents:
// Content
14,891,444 		16,741,346
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
450,000 		Click to see attachment
List of Attached Documents:
// Content
450,000 		Click to see attachment
List of Attached Documents:
// Content
450,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 214,210,586 235,574,598 260,814,793
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 251,864,755 251,864,755
28 Retained earnings, accumulated income, endowment, or other funds -37,654,169 -16,290,157
29 Total net assets or fund balances (see instructions)..... 214,210,586 235,574,598
30 Total liabilities and net assets/fund balances (see instructions). 214,210,586 235,574,598
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
214,210,586
2
Enter amount from Part I, line 27a .....................
2
21,394,019
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
235,604,605
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
30,007
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
235,574,598
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 FROM LIMITED PARTNERSHIPS P    
b LESS: UNRELATED BUSINESS TAXABLE INCOME P    
c PUBLICLY TRADED SECURITIES   2023-01-01 2023-12-31
d PUBLICLY TRADED SECURITIES   2023-01-01 2023-12-31
e CAPITAL GAINS DIVIDENDS P    
(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       43,954
b       13,520
c 92,787,673   85,710,888 7,076,785
d 26,960,711   15,806,161 11,154,550
e 130,230     130,230
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       43,954
b       13,520
c       7,076,785
d       11,154,550
e       130,230
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 18,419,039
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) 1 332,510
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........................... 3 332,510
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- ..... 5 332,510
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 299,629
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 225,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 524,629
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 2,337
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 189,782
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow189,782 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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, NY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowGELLER TAX LLC Telephone no.right arrow (212) 583-6001

Located atright arrowPO BOX 1510NEW YORKNY ZIP+4right arrow10150
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
THOMAS F SECUNDA PRESIDENT & TREASURER
2.00 		0 0 0
C/O GELLER TAX PO BOX 1510
NEW YORK,NY10150
CYNTHIA SECUNDA VICE PRESIDENT & SECRETARY
1.00 		0 0 0
C/O GELLER TAX PO BOX 1510
NEW YORK,NY10150
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
GELLER ADVISORS LLC INVESTMENT FEES 435,372
PO BOX 1510
NEW YORK,NY10150
GOLDMAN SACHS INVESTMENT FEES 275,738
200 WEST STREET
NEW YORK,NY10282
JPMORGAN CHASE INVESTMENT FEES 202,555
270 PARK AVENUE
NEW YORK,NY10017
STEPHEN DEBLASIO RESPONSE & RECOVERY OPERATIONS 190,428
C/O GELLER TAX PO BOX 1510
NEW YORK,NY10150
TALENT BURST RESPONSE & RECOVERY OPERATIONS 149,922
C/O GELLER TAX PO BOX 1510
NEW YORK,NY10150
Total number of others receiving over $50,000 for professional services.............right arrow5
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 PROGRAM IMPLEMENTATIONS IN THE UNITED STATES VIRGIN ISLANDS, SUCH AS TECHNICAL ASSISTANCE IN THE AREAS OF HURRICANE REBUILDING PROJECTS AND PUBLIC SAFETY. 340,350
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
211,075,347
b
Average of monthly cash balances.......................
1b
5,778,156
c
Fair market value of all other assets (see instructions)................
1c
16,741,346
d
Total (add lines 1a, b, and c).........................
1d
233,594,849
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
233,594,849
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
3,503,923
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
230,090,926
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
11,504,546
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
11,504,546
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
332,510
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
2,131
c
Add lines 2a and 2b............................
2c
334,641
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
11,169,905
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
11,169,905
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
11,169,905
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
13,480,871
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
13,480,871
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 11,169,905
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......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022...... 803,768
f Total of lines 3a through e ........ 803,768
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 13,480,871
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..... 11,169,905
e Remaining amount distributed out of corpus 2,310,966
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 3,114,734
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) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		3,114,734
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022.... 803,768
e Excess from 2023.... 2,310,966
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).)
THOMAS F SECUNDA
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AMERICAN FRIENDS OF MAGEN DAVID ADOM

20 W 36TH ST 1100
NEW YORK,NY10018 		NONE PC GENERAL PURPOSE CONTRIBUTION 250,000

AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE

PO BOX 4124
NEW YORK,NY10163 		NONE PC GENERAL PURPOSE CONTRIBUTION 1,000,000

CROTON ACADEMY OF ARTS

8 OLD POST RD S
CROTON ON HUDSON,NY10520 		NONE PC GENERAL PURPOSE CONTRIBUTION 50,000

CROTON COMMUNITY NURSERY SCHOOL

25 VAN WYCK ST
CROTON ON HUDSON,NY10520 		NONE PC GENERAL PURPOSE CONTRIBUTION 50,000

CROTON HARMON HIGH SCHOOL PARENT TEACHER STUDENT ASSOCIATION

36 OLD POST RD S
CROTON ON HUDSON,NY10520 		NONE PC GENERAL PURPOSE CONTRIBUTION 10,000

CROTON-HARMON EDUCATION FOUNDATION LTD

PO BOX 172
CROTON ON HUDSON,NY10520 		NONE PC GENERAL PURPOSE CONTRIBUTION 10,000

FRIENDS OF GOVERNORS ISLAND

10 SOUTH ST SLIP 7
NEW YORK,NY10004 		NONE PC GENERAL PURPOSE CONTRIBUTION 25,000

FRIENDS OF THE VIRGIN ISLANDS NATIONAL PARK INC

PO BOX 811
ST JOHN   00831
VI 		NONE PC GENERAL PURPOSE CONTRIBUTION 50,000

FUND FOR THE CITY OF NEW YORK

121 AVE OF THE AMERICAS 6TH FL
NEW YORK,NY10013 		NONE PC GENERAL PURPOSE CONTRIBUTION 1,750,000

HARLEM EDUCATION ACTIVITIES FUND

2090 SEVENTH AVE 10TH FL
NEW YORK,NY10027 		NONE PC GENERAL PURPOSE CONTRIBUTION 150,000

HEALTHRIGHT INTERNATIONAL INC

244 FIFTH AVE C150
NEW YORK,NY10001 		NONE PC GENERAL PURPOSE CONTRIBUTION 30,000

INTREPID MUSEUM FOUNDATION

1 INTREPID SQ - W 46TH ST 12TH AVE
NEW YORK,NY10036 		NONE PC GENERAL PURPOSE CONTRIBUTION 304,334

ISLAND HEALTH & WELLNESS CENTER

AIRPORT ROAD
DEER ISLE,ME04627 		NONE PC GENERAL PURPOSE CONTRIBUTION 250,000

JDRF INTERNATIONAL

200 VESEY ST 28TH FL
NEW YORK,NY10281 		NONE PC GENERAL PURPOSE CONTRIBUTION 25,000

JOHN HOPKINS UNIVERSITY

3910 KESWICK RD N4327B
BALTIMORE,MD21218 		NONE PC GENERAL PURPOSE CONTRIBUTION 500,000

KNOX COLLEGE

2 E SOUTH STREET
GALESBURG,IL61401 		NONE PC GENERAL PURPOSE CONTRIBUTION 75,000

LOVE CITY STRONG INC

5000 ESTATE ENIGHED PMB 435
ST JOHN,VI00830 		NONE PC GENERAL PURPOSE CONTRIBUTION 1,500,000

LUPUS RESEARCH ALLIANCE

275 MADISON AVE 10TH FL
NEW YORK,NY10016 		NONE PC GENERAL PURPOSE CONTRIBUTION 25,000

MANHATTAN THEATRE CLUB INC

311 W 43RD ST
NEW YORK,NY10036 		NONE PC GENERAL PURPOSE CONTRIBUTION 1,200,000

MEMORIAL SLOAN KETTERING CANCER CENTER

1275 YORK AVE
NEW YORK,NY10065 		NONE PC GENERAL PURPOSE CONTRIBUTION 25,000

NATIONAL MUSEUM OF MATHEMATICS

134 W 26TH ST 4S
NEW YORK,NY10001 		NONE PC GENERAL PURPOSE CONTRIBUTION 1,000,000

NATIONAL PARKS CONSERVATION ASSOCIATION

777 6TH STREET NW 700
WASHINGTON,DC20001 		NONE PC GENERAL PURPOSE CONTRIBUTION 395,000

NATURAL AREAS CONSERVANCY

1234 5TH AVE
NEW YORK,NY10029 		NONE PC GENERAL PURPOSE CONTRIBUTION 25,000

NATURAL HERITAGE TRUST

625 BROADWAY 3RD FL
ALBANY,NY12207 		NONE PC GENERAL PURPOSE CONTRIBUTION 50,000

PUBLIC ART FUND INC

1 E 53RD ST
NEW YORK,NY10022 		NONE PC GENERAL PURPOSE CONTRIBUTION 25,000

RED HOOK ART PROJECT

291 VAN BUREN ST
BROOKLYN,NY11231 		NONE PC GENERAL PURPOSE CONTRIBUTION 50,000

SWC MUSEUM CORP

36 BATTERY PL
NEW YORK,NY10280 		NONE PC GENERAL PURPOSE CONTRIBUTION 1,000,000

TARGET ALS FOUNDATION

PO BOX 1598
NEW YORK,NY10101 		NONE PC GENERAL PURPOSE CONTRIBUTION 700,000

TEAM RUBICON

5230 PACIFIC CONCOURSE DR STE 200
LOS ANGELES,CA90045 		NONE PC GENERAL PURPOSE CONTRIBUTION 100,000

TEATOWN LAKE RESERVATION

1600 SPRING VALLEY RD
OSSINING,NY10562 		NONE PC GENERAL PURPOSE CONTRIBUTION 88,000

TEMPLE ISRAEL OF NORTHERN WESTCHESTER

31 GLENGARY RD
CROTON ON HUDSON,NY10520 		NONE PC GENERAL PURPOSE CONTRIBUTION 161,000

THE BRONX FOUNDATION INC

557 GRAND CONCOURSE
BRONX,NY10451 		NONE PC GENERAL PURPOSE CONTRIBUTION 5,000

THE FOUNDATION FOR GENDER SPECIFIC

903 PARK AVE
NEW YORK,NY10075 		NONE PC GENERAL PURPOSE CONTRIBUTION 275,000

THE JAZZ FORUM ARTS

1 DIXON LN
TARRYTOWN,NY10591 		NONE PC GENERAL PURPOSE CONTRIBUTION 25,000

UJA FEDERATION

130 E 59TH ST
NEW YORK,NY10022 		NONE PC GENERAL PURPOSE CONTRIBUTION 80,000

WHYHUNGER INC

505 8TH AVE 2100
NEW YORK,NY10018 		NONE PC GENERAL PURPOSE CONTRIBUTION 1,750,000

WOMEN MAKE MOVIES

231 W 29TH STREET STE 1006
NEW YORK,NY10001 		NONE PC GENERAL PURPOSE CONTRIBUTION 50,000
Total .................................right arrow 3a 13,058,334
bApproved for future payment

LOVE CITY STRONG INC
5000 ESTATE ENIGHED PMB 435
ST JOHN,VI00830 		NONE PC GENERAL PURPOSE CONTRIBUTION 1,500,000

NATIONAL MUSEUM OF MATHEMATICS
134 W 26TH ST 4S
NEW YORK,NY10001 		NONE PC GENERAL PURPOSE CONTRIBUTION 4,000,000
Total ................................. right arrow 3b 5,500,000
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 ........... 		    14 402,032 57
4 Dividends and interest from securities ....     14 6,227,125  
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 ..... 523000 12,274 14 42,269  
8 Gain or (loss) from sales of assets other than
inventory ............ 		523000 -13,520 18 2,546,806  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -1,246 9,218,232 57
13Total. Add line 12, columns (b), (d), and (e)..................
13
9,217,043
(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.)
3 INCOME REFLECTED IN COLUMN E REPRESENTS INTEREST INCOME FROM STATE AND LOCAL BONDS FROM PASS THROUGH ENTITIES WHICH IS EXCLUDED FROM TAX PURSUANT TO SECTION 103 OF THE INTERNAL REVENUE CODE
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
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
SECUNDA FAMILY FOUNDATION INC
 
Employer identification number

20-5968142
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
SECUNDA FAMILY FOUNDATION INC
  		Employer identification number
20-5968142
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
THOMAS F SECUNDA
C/O GELLER TAX PO BOX 1510
 
NEW YORK, NY10150

$ 27,026,784


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
SECUNDA FAMILY FOUNDATION INC
  		Employer identification number

20-5968142
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PUBLICLY TRADED SECURITIES $ 2,006,690 2023-08-02
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PUBLICLY TRADED SECURITIES $ 2,018,258 2023-11-15
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PUBLICLY TRADED SECURITIES $ 5,028,735 2023-12-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PUBLICLY TRADED SECURITIES $ 2,024,478 2023-07-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PUBLICLY TRADED SECURITIES $ 1,990,866 2023-11-17
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PUBLICLY TRADED SECURITIES $ 4,957,283 2023-12-21
Schedule B (Form 990) (2023)
Name of organization
SECUNDA FAMILY FOUNDATION INC
  		Employer identification number

20-5968142
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PUBLICLY TRADED SECURITIES $ 2,000,018 2023-07-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PUBLICLY TRADED SECURITIES $ 2,000,246 2023-11-15
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PUBLICLY TRADED SECURITIES $ 5,000,210 2023-12-21
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
SECUNDA FAMILY FOUNDATION INC
  		Employer identification number

20-5968142
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
SECUNDA FAMILY FOUNDATION INC
EIN:
20-5968142
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUTNING & TAX FEES 100,000 50,000   50,000

TY 2023 InvestmentsCorpBondsSchedule
Name:
SECUNDA FAMILY FOUNDATION INC
EIN:
20-5968142
Name of Bond End of Year Book Value End of Year Fair Market Value
CORPORATE BONDS - CCLFX 2,253,530 2,234,757
CORPORATE BONDS - DODIX 4,980,726 5,071,991
CORPORATE BONDS - DBLSX 2,052,005 2,080,081
CORPORATE BONDS - OSTIX 2,066,153 2,124,515
CORPORATE BONDS - DODI 5,741,383 5,391,802
CORPORATE BONDS - DDTR 6,386,356 5,432,807
CORPORATE BONDS - JSDR 5,208,399 4,893,058
CORPORATE BONDS - VBTL 30,372,844 29,678,839
CORPORATE BONDS - JMSFX 1,610,937 1,429,638
CORPORATE BONDS - 905EU9 504,300 491,295
CORPORATE BONDS - AJX7GF 427,586 429,461
CORPORATE BONDS - AJXM5N 734,371 734,074
CORPORATE BONDS - AB1V96 193,759 193,690
CORPORATE BONDS - ARK0WS 279,739 279,956
CORPORATE BONDS - 2DY2T3 396,603 395,833
CORPORATE BONDS - AJXSH5 209,939 183,395
CORPORATE BONDS - AB0WHT 199,708 195,956
CORPORATE BONDS - 4RVQP2 474,362 469,642
CORPORATE BONDS - ARJER4 542,468 555,594
CORPORATE BONDS - ARJRRJ 198,650 199,970
CORPORATE BONDS - AJX9N5 817,000 769,099
CORPORATE BONDS - AB2CZG 647,712 645,530
CORPORATE BONDS - AB2CZE 261,396 239,240
CORPORATE BONDS - 9HXSG6 330,704 335,183
CORPORATE BONDS - 4X2UF6 1,153,875 1,149,669
CORPORATE BONDS - AJXGQC 150,000 141,068
CORPORATE BONDS - AJXDNE 398,962 398,008
CORPORATE BONDS - AB1NEP 412,486 394,616
CORPORATE BONDS - AB0LAY 522,879 519,540
CORPORATE BONDS - ARJ8TD 215,643 219,320
CORPORATE BONDS - AB2I7T 537,646 536,619
CORPORATE BONDS - 4JAJP5 207,469 210,871
CORPORATE BONDS - AYE057 582,989 579,952
CORPORATE BONDS - BHTIKK 351,733 358,475
CORPORATE BONDS - BC1K63 308,906 308,068
CORPORATE BONDS - 4JB0O6 206,008 209,950
CORPORATE BONDS - 44JNR3 802,102 791,432
CORPORATE BONDS - ABO1CA 778,443 759,469
CORPORATE BONDS - ARJGDA 214,250 214,060
CORPORATE BONDS - ARJLVF 261,734 270,392
CORPORATE BONDS - BC1IQ5 915,057 911,146
CORPORATE BONDS - 9WIMY9 156,593 148,124
CORPORATE BONDS - AJWYTU 199,632 189,326
CORPORATE BONDS - AB290N 625,000 615,881
CORPORATE BONDS - ARJNCW 361,353 361,731
CORPORATE BONDS - ARJUOG 519,472 531,433
CORPORATE BONDS - BC1HQN 390,741 389,486
CORPORATE BONDS - AB0UCB 328,087 328,343
CORPORATE BONDS - AYETTP 281,222 284,557
CORPORATE BONDS - BHTK4P 205,616 208,978
CORPORATE BONDS - 6VY207 456,635 205,658
CORPORATE BONDS - 6VY207 0 246,003
CORPORATE BONDS - AB0WNL 374,408 366,608
CORPORATE BONDS - AJXQKK 222,255 222,695
CORPORATE BONDS - ARJ5JU 104,808 97,167
CORPORATE BONDS - 6VKZN1 221,010 220,802
CORPORATE BONDS - ARJCNU 1,043,561 1,089,922
CORPORATE BONDS - 4J8Q72 310,530 314,636
CORPORATE BONDS - 4JB495 265,710 274,469
CORPORATE BONDS - 2WXDP0 235,394 218,768
CORPORATE BONDS - ARJCO1 368,171 368,174
CORPORATE BONDS - AB0KQN 672,520 665,065
CORPORATE BONDS - B5MLQO 381,985 388,176
CORPORATE BONDS - AJWUJN 483,967 468,723
CORPORATE BONDS - AJXR9I 74,953 65,982
CORPORATE BONDS - AJX6OR 632,933 563,666
CORPORATE BONDS - AB2JHW 772,784 751,758
CORPORATE BONDS - FHLB 5,269 5,162
CORPORATE BONDS - ARJI5N 19,950 18,333
CORPORATE BONDS - ARJKD3 7,000 6,283
CORPORATE BONDS - ARJATO 5,000 3,879
CORPORATE BONDS - AYDWU4 161 17,415
CORPORATE BONDS - ALLPRJ 28,000 24,004
CORPORATE BONDS - ARJVXJ 170 18,707
CORPORATE BONDS - APOS 1 79
CORPORATE BONDS - TPRC 7 651
CORPORATE BONDS - TPRA 40 3,862
CORPORATE BONDS - TPRA 43 3,400
CORPORATE BONDS - TPRA 11,058 9,884
CORPORATE BONDS - 90A7R3 21,993 19,056
CORPORATE BONDS - 2DQ1C8 28,183 25,074
CORPORATE BONDS - 2DQ1C8 35,000 31,186
CORPORATE BONDS - AYEAED 5,000 4,949
CORPORATE BONDS - AYEOP5 4,520 3,981
CORPORATE BONDS - 6VX0L5 27,438 24,883
CORPORATE BONDS - 6VX0L5 31,178 28,268
CORPORATE BONDS - AJX5EV 24,000 22,450
CORPORATE BONDS - AJXQ1E 5,425 4,775
CORPORATE BONDS - AJX6ZG 21,000 19,100
CORPORATE BONDS - AJX6ZG 5,425 4,753
CORPORATE BONDS - AJX9WJ 13,128 11,406
CORPORATE BONDS - AJX9WJ 16,463 14,798
CORPORATE BONDS - AJX3QZ 28,600 25,651
CORPORATE BONDS - AJX3QZ 15,000 11,846
CORPORATE BONDS - ARJ1MG 48,000 42,292
CORPORATE BONDS - ARJDKR 20,000 18,053
CORPORATE BONDS - AYEGO2 34,050 29,607
CORPORATE BONDS - 2DXYX1 15,000 15,293
CORPORATE BONDS - BNLVKJ 21,550 19,571
CORPORATE BONDS - 90DIV6 8,634 9,228
CORPORATE BONDS - ARJ157 5,206 4,614
CORPORATE BONDS - ARJ157 10,000 9,228
CORPORATE BONDS - ARJ157 5,025 4,426
CORPORATE BONDS - ARJ959 5,150 4,426
CORPORATE BONDS - ARJ959 9,800 8,583
CORPORATE BONDS - AYDYTW 9,970 8,583
CORPORATE BONDS - AYDYTW 15,188 12,875
CORPORATE BONDS - AYDYTW 10,000 10,121
CORPORATE BONDS - BC1J04 37,000 29,236
CORPORATE BONDS - ARJOXI 109 8,624
CORPORATE BONDS - CFGPRE 37,879 31,603
CORPORATE BONDS - AJX5TQ 15,000 11,845
CORPORATE BONDS - ARIZIA 21,535 18,849
CORPORATE BONDS - AJX68R 20,568 18,321
CORPORATE BONDS - AJX9VN 15,375 14,255
CORPORATE BONDS - AJWQK7 1,720 1,775
CORPORATE BONDS - AYE4GM 2,888 2,954
CORPORATE BONDS - AB2DIP 12,780 11,815
CORPORATE BONDS - AB2DIP 24,585 21,542
CORPORATE BONDS - 2WP9K3 5,000 5,319
CORPORATE BONDS - BNLVWH 9,000 8,850
CORPORATE BONDS - B5MESW 19,380 17,528
CORPORATE BONDS - AJXCFO 7,756 8,345
CORPORATE BONDS - 3D2EO9 2,429 2,504
CORPORATE BONDS - 3D2EO9 27,000 25,693
CORPORATE BONDS - AJXGDS 24,367 22,270
CORPORATE BONDS - AJXF04 8,200 10,173
CORPORATE BONDS - AYE9TB 4,119 5,086
CORPORATE BONDS - AYE9TB 26,707 21,674
CORPORATE BONDS - AJX6V6 24,030 21,067
CORPORATE BONDS - AJXFXI 24,060 23,560
CORPORATE BONDS - AB29VV 2,015 2,018
CORPORATE BONDS - 2D57M6 5,037 4,990
CORPORATE BONDS - JPJQL 5,588 4,990
CORPORATE BONDS - JPJQL 11,165 9,980
CORPORATE BONDS - JPJQL 23,520 20,958
CORPORATE BONDS - JPJQL 23,485 21,875
CORPORATE BONDS - 6VLDT0 5,148 4,015
CORPORATE BONDS - 4J6I75 12,354 9,635
CORPORATE BONDS - 4J6I75 15,000 16,381
CORPORATE BONDS - B5MP87 5,200 4,521
CORPORATE BONDS - AB29RV 10,200 9,043
CORPORATE BONDS - AB29RV 23,430 21,818
CORPORATE BONDS - MTBPP 10,583 9,892
CORPORATE BONDS - AJX6D7 9,653 8,903
CORPORATE BONDS - AJX6D7 26,580 23,524
CORPORATE BONDS - AB18I2 27,000 25,559
CORPORATE BONDS - AJXK0P 16,379 14,349
CORPORATE BONDS - AJXNBX 185 16,589
CORPORATE BONDS - MSPRI 162 16,958
CORPORATE BONDS - MSPRP 1 50
CORPORATE BONDS - MSPRF 0 25
CORPORATE BONDS - MSPRF 2 175
CORPORATE BONDS - MSPRF 4 425
CORPORATE BONDS - MSPRF 8 751
CORPORATE BONDS - MSPRF 7 676
CORPORATE BONDS - MSPRF 25 2,502
CORPORATE BONDS - MSPRF 21 2,077
CORPORATE BONDS - MSPRF 25 2,502
CORPORATE BONDS - MSPRF 36 3,553
CORPORATE BONDS - MSPRF 43 4,203
CORPORATE BONDS - MSPRF 1 75
CORPORATE BONDS - MSPRE 5 477
CORPORATE BONDS - MSPRE 9 928
CORPORATE BONDS - MSPRE 22 2,158
CORPORATE BONDS - MSPRE 25 2,509
CORPORATE BONDS - MSPRE 9 853
CORPORATE BONDS - MSPRE 18 1,832
CORPORATE BONDS - MSPRE 7 677
CORPORATE BONDS - MSPRE 13,780 11,260
CORPORATE BONDS - AB21GV 19,000 16,166
CORPORATE BONDS - AJXLHD 20,000 16,016
CORPORATE BONDS - B5LZ7F 10,000 9,710
CORPORATE BONDS - B5MAAV 11,000 10,255
CORPORATE BONDS - BHTB2B 2,985 2,818
CORPORATE BONDS - AYEFJN 5,006 4,697
CORPORATE BONDS - AYEFJN 25,710 23,305
CORPORATE BONDS - AJX7C9 105 8,396
CORPORATE BONDS - RFPRC 11,000 9,440
CORPORATE BONDS - AYE271 9,405 8,806
CORPORATE BONDS - AJX8PM 15,563 14,677
CORPORATE BONDS - AJX8PM 19,000 18,066
CORPORATE BONDS - AJXL2Q 6,015 6,047
CORPORATE BONDS - 90FSJ7 10,050 10,078
CORPORATE BONDS - 90FSJ7 261 18,458
CORPORATE BONDS - SYFPRA 28,431 25,230
CORPORATE BONDS - 4JDBP7 31,755 27,413
CORPORATE BONDS - 9HXFI6 1,987 1,991
CORPORATE BONDS - AJWRYV 1,991 1,991
CORPORATE BONDS - AJWRYV 7,650 8,281
CORPORATE BONDS - AJWRYW 5,184 4,787
CORPORATE BONDS - AJX6SG 10,700 9,574
CORPORATE BONDS - AJX6SG 15,062 13,404
CORPORATE BONDS - AJX6SG 48,180 39,904
CORPORATE BONDS - AJX9LY 7,446 7,851
CORPORATE BONDS - AYDYLZ 1,476 1,570
CORPORATE BONDS - AYDYLZ 1,499 1,570
CORPORATE BONDS - AYDYLZ 8,340 7,851
CORPORATE BONDS - AYDYLZ 4,000 3,140
CORPORATE BONDS - AYDYLZ 10,842 9,279
CORPORATE BONDS - AB21AN 11,935 10,310
CORPORATE BONDS - AB21AN 10,350 10,360
CORPORATE BONDS - AB1LBA 14,735 14,504
CORPORATE BONDS - AB1LBA 11,000 11,512
CORPORATE BONDS - BC27FJ 2,037 2,093
CORPORATE BONDS - BC27FJ 2,051 2,093
CORPORATE BONDS - BC27FJ 2,053 2,093
CORPORATE BONDS - BC27FJ 13,255 13,858
CORPORATE BONDS - ARJ628 17,000 15,706
CORPORATE BONDS - ARJ628 9,968 8,915
CORPORATE BONDS - 904US9 16,133 14,858
CORPORATE BONDS - 904US9 22,050 19,811
CORPORATE BONDS - 904US9 39 3,939
CORPORATE BONDS - WELLS FARGO & COMPANY PFD 6.6250 CLASS A SERIES R BEO - 3 276
CORPORATE BONDS - WELLS FARGO & COMPANY PFD 6.6250 CLASS A SERIES R BEO - 5 452
CORPORATE BONDS - WELLS FARGO & COMPANY PFD 6.6250 CLASS A SERIES R BEO - 2 176
CORPORATE BONDS - WELLS FARGO & COMPANY PFD 6.6250 CLASS A SERIES R BEO - 0 25
CORPORATE BONDS - WELLS FARGO & COMPANY PFD 6.6250 CLASS A SERIES R BEO - 1 75
CORPORATE BONDS - WELLS FARGO & COMPANY PFD 6.6250 CLASS A SERIES R BEO - 11 1,054
CORPORATE BONDS - WELLS FARGO & COMPANY PFD 6.6250 CLASS A SERIES R BEO - 7 677
CORPORATE BONDS - WELLS FARGO & COMPANY PFD 6.6250 CLASS A SERIES R BEO - 9 903
CORPORATE BONDS - WELLS FARGO & COMPANY PFD 6.6250 CLASS A SERIES R BEO - 7 677
CORPORATE BONDS - WELLS FARGO & COMPANY PFD 6.6250 CLASS A SERIES R BEO - 8 753
CORPORATE BONDS - WELLS FARGO & COMPANY PFD 6.6250 CLASS A SERIES R BEO - 13 1,305
CORPORATE BONDS - WELLS FARGO & COMPANY PFD 6.6250 CLASS A SERIES R BEO - 18 1,832
CORPORATE BONDS - WELLS FARGO & COMPANY PFD 6.6250 CLASS A SERIES R BEO - 25 2,509
CORPORATE BONDS - WELLS FARGO & COMPANY PFD 6.6250 CLASS A SERIES R BEO - 21 2,057
CORPORATE BONDS - WELLS FARGO & COMPANY PFD 6.6250 CLASS A SERIES R BEO - 51 5,018
CORPORATE BONDS - WELLS FARGO & COMPANY PFD 6.6250 CLASS A SERIES R BEO - 43 4,215
CORPORATE BONDS - WELLS FARGO & COMPANY PFD 6.6250 CLASS A SERIES R BEO - 175,893 0

TY 2023 InvestmentsCorpStockSchedule
Name:
SECUNDA FAMILY FOUNDATION INC
EIN:
20-5968142
Name of Stock End of Year Book Value End of Year Fair Market Value
CORPORATE STOCK - AGG 2,053,562 2,082,463
CORPORATE STOCK - VOO 8,053,700 9,027,381
CORPORATE STOCK - DBEF 834,263 853,277
CORPORATE STOCK - BCSFX 503,896 639,949
CORPORATE STOCK - BCSSX 559,558 407,185
CORPORATE STOCK - FMIUX 1,146,542 1,294,753
CORPORATE STOCK - FPACX 733,288 843,116
CORPORATE STOCK - HACAX 1,544,541 1,803,225
CORPORATE STOCK - ASFYX 818,447 769,824
CORPORATE STOCK - AMD 20,438 26,976
CORPORATE STOCK - ALLE 7,176 7,728
CORPORATE STOCK - GOOGL 16,196 19,836
CORPORATE STOCK - AMZN 48,941 50,140
CORPORATE STOCK - APPL 23,987 31,382
CORPORATE STOCK - ANET 6,455 10,833
CORPORATE STOCK - ADSK 6,079 7,548
CORPORATE STOCK - ADP 12,512 13,046
CORPORATE STOCK - SQ 12,551 16,089
CORPORATE STOCK - BSX 13,622 14,973
CORPORATE STOCK - BURL 12,570 15,753
CORPORATE STOCK - DDOG 4,998 6,797
CORPORATE STOCK - DXCM 6,017 7,569
CORPORATE STOCK - DPZ 10,125 10,718
CORPORATE STOCK - LLY 6,329 15,156
CORPORATE STOCK - HCP 9,448 7,565
CORPORATE STOCK - HON 11,906 11,744
CORPORATE STOCK - IMGN 3,894 6,642
CORPORATE STOCK - ISRG 12,958 15,519
CORPORATE STOCK - KNSL 11,056 10,382
CORPORATE STOCK - LW 15,724 17,619
CORPORATE STOCK - LOW 11,468 11,350
CORPORATE STOCK - LHX 8,898 9,689
CORPORATE STOCK - MKTX 16,244 17,864
CORPORATE STOCK - MA 18,162 21,752
CORPORATE STOCK - META 8,123 25,131
CORPORATE STOCK - MSFT 62,919 82,353
CORPORATE STOCK - NTRA 8,081 8,582
CORPORATE STOCK - NEE 17,565 17,918
CORPORATE STOCK - NVDA 17,858 32,685
CORPORATE STOCK - NXPL 6,895 9,417
CORPORATE STOCK - PM 17,237 17,217
CORPORATE STOCK - PCOR 5,491 5,607
CORPORATE STOCK - PGR 8,645 14,654
CORPORATE STOCK - PSTG 9,910 9,593
CORPORATE STOCK - RBLX 7,122 11,384
CORPORATE STOCK - ROK 4,577 4,657
CORPORATE STOCK - RCL 8,778 12,431
CORPORATE STOCK - SPGI 20,626 24,669
CORPORATE STOCK - CRM 19,533 23,946
CORPORATE STOCK - SLB 6,706 8,743
CORPORATE STOCK - SCHW 19,985 24,493
CORPORATE STOCK - SHW 13,030 15,907
CORPORATE STOCK - SYK 15,286 19,764
CORPORATE STOCK - TSM 20,814 20,592
CORPORATE STOCK - TSLA 22,418 30,315
CORPORATE STOCK - TOST 9,933 10,500
CORPORATE STOCK - TT 6,839 10,000
CORPORATE STOCK - UBER 6,983 10,959
CORPORATE STOCK - UNH 27,310 29,482
CORPORATE STOCK - Z 14,205 19,730
CORPORATE STOCK - ZTS 12,029 14,013
CORPORATE STOCK - ABM 11,341 11,252
CORPORATE STOCK - AL 17,167 17,279
CORPORATE STOCK - ALSN 9,625 15,701
CORPORATE STOCK - OZK 17,951 19,633
CORPORATE STOCK - BIPC 20,239 18,028
CORPORATE STOCK - BC 19,760 19,157
CORPORATE STOCK - BWXT 14,954 19,950
CORPORATE STOCK - CABO 17,659 11,132
CORPORATE STOCK - CBT 13,839 16,784
CORPORATE STOCK - CASY 14,811 21,155
CORPORATE STOCK - CHE 14,765 19,297
CORPORATE STOCK - CPK 16,969 14,049
CORPORATE STOCK - CHRD 13,158 20,114
CORPORATE STOCK - CIVI 14,566 18,599
CORPORATE STOCK - CCOI 16,473 17,950
CORPORATE STOCK - CNS 21,345 18,705
CORPORATE STOCK - CNXC 6,332 7,960
CORPORATE STOCK - CRAI 16,363 15,322
CORPORATE STOCK - ESI 14,211 16,591
CORPORATE STOCK - EHC 17,107 20,817
CORPORATE STOCK - ENSG 19,716 29,960
CORPORATE STOCK - EXPI 15,363 14,760
CORPORATE STOCK - AGM 14,621 23,329
CORPORATE STOCK - HLNE 21,887 27,566
CORPORATE STOCK - HOMB 19,325 20,289
CORPORATE STOCK - NSP 18,379 20,865
CORPORATE STOCK - IPAR 12,370 23,474
CORPORATE STOCK - KFRC 13,406 15,269
CORPORATE STOCK - KNSL 13,986 16,411
CORPORATE STOCK - KLIC 14,378 14,829
CORPORATE STOCK - LKFN 21,900 20,395
CORPORATE STOCK - LSTR 13,042 15,104
CORPORATE STOCK - LMAT 17,488 18,219
CORPORATE STOCK - LFUS 18,810 17,391
CORPORATE STOCK - MTRN 13,772 24,985
CORPORATE STOCK - NXRT 21,841 12,946
CORPORATE STOCK - NXST 16,840 17,086
CORPORATE STOCK - NOG 13,679 20,314
CORPORATE STOCK - PZZA 15,909 15,170
CORPORATE STOCK - PRGO 19,933 16,991
CORPORATE STOCK - POWI 18,498 16,094
CORPORATE STOCK - KWR 18,231 16,860
CORPORATE STOCK - SNDR 5,449 5,395
CORPORATE STOCK - SCVL 20,155 19,063
CORPORATE STOCK - SSTK 25,962 16,270
CORPORATE STOCK - SXI 15,299 22,648
CORPORATE STOCK - STVN 11,657 19,758
CORPORATE STOCK - TRNO 17,142 17,548
CORPORATE STOCK - TTEK 16,741 18,696
CORPORATE STOCK - TNL 19,280 14,736
CORPORATE STOCK - USPH 20,070 17,976
CORPORATE STOCK - UFPI 10,179 15,693
CORPORATE STOCK - UMH 22,011 15,672
CORPORATE STOCK - UNF 14,311 12,986
CORPORATE STOCK - OLED 22,159 27,159
CORPORATE STOCK - UTZ 18,941 20,738
CORPORATE STOCK - VMI 17,301 16,813
CORPORATE STOCK - WING 12,262 25,145
CORPORATE STOCK - FXAI 28,536,757 37,004,501
CORPORATE STOCK - XLV 716,193 1,011,803
CORPORATE STOCK - RSP 3,003,376 3,114,025
CORPORATE STOCK - OIEJ 2,474,440 3,276,960
CORPORATE STOCK - VGT 1,936,482 4,673,988
CORPORATE STOCK - EFA 2,277,009 2,817,713
CORPORATE STOCK - WCMI 1,815,146 2,862,156
CORPORATE STOCK - GGMPX 5,089,683 5,271,187
CORPORATE STOCK - EFA 1,869,831 2,146,194
CORPORATE STOCK - SPY 22,481,920 29,853,746
CORPORATE STOCK - DBEF 1,667,211 2,005,425
CORPORATE STOCK - ADBE 17,683 134,832
CORPORATE STOCK - GOOGL 55,428 222,806
CORPORATE STOCK - AMZN 144,273 240,065
CORPORATE STOCK - ANET 74,826 125,527
CORPORATE STOCK - ADSK 61,680 75,235
CORPORATE STOCK - ADP 67,163 71,755
CORPORATE STOCK - BSX 58,040 85,732
CORPORATE STOCK - SCHW 80,497 76,506
CORPORATE STOCK - CMG 57,456 66,322
CORPORATE STOCK - ENTG 18,385 28,757
CORPORATE STOCK - EPAM 80,096 70,470
CORPORATE STOCK - FI 64,233 79,173
CORPORATE STOCK - FTNT 33,817 34,182
CORPORATE STOCK - INTU 58,384 154,372
CORPORATE STOCK - MA 48,936 79,757
CORPORATE STOCK - MSFT 62,267 330,163
CORPORATE STOCK - MNST 29,408 58,301
CORPORATE STOCK - NBIX 50,112 75,498
CORPORATE STOCK - NVDA 60,706 218,887
CORPORATE STOCK - ORLY 18,638 18,048
CORPORATE STOCK - PAYC 23,126 16,331
CORPORATE STOCK - TMO 48,727 49,363
CORPORATE STOCK - V 17,345 104,139
CORPORATE STOCK - ACN 64,468 79,306
CORPORATE STOCK - ASML 54,550 84,018
CORPORATE STOCK - LIN 37,983 52,160
CORPORATE STOCK - ADC 2,873 9,038
CORPORATE STOCK - ALG 3,845 2,478
CORPORATE STOCK - ALGT 5,180 5,449
CORPORATE STOCK - ALGM 4,286 7,427
CORPORATE STOCK - ABCB 3,099 3,789
CORPORATE STOCK - AMSF 6,193 8,489
CORPORATE STOCK - APPF 5,064 895
CORPORATE STOCK - ARQT 4,753 3,648
CORPORATE STOCK - AORT 4,265 4,818
CORPORATE STOCK - ATRC 7,964 10,060
CORPORATE STOCK - AVNT 5,790 5,211
CORPORATE STOCK - AZTA 3,439 7,438
CORPORATE STOCK - BCPC 3,735 1,767
CORPORATE STOCK - BCRX 3,232 5,757
CORPORATE STOCK - BOOT 4,185 6,418
CORPORATE STOCK - CATY 6,558 8,387
CORPORATE STOCK - CBZ 5,823 8,984
CORPORATE STOCK - CENTA 2,210 7,797
CORPORATE STOCK - SKY 3,718 4,235
CORPORATE STOCK - CHX 5,169 4,772
CORPORATE STOCK - GTLS 2,786 4,052
CORPORATE STOCK - CHUYS HLDGS CMN 4,461 8,330
CORPORATE STOCK - CNS 2,614 1,735
CORPORATE STOCK - CYRX 4,138 8,238
CORPORATE STOCK - DSGX 2,542 2,863
CORPORATE STOCK - DCO 4,783 5,761
CORPORATE STOCK - DAVA 1,310 1,407
CORPORATE STOCK - FWRG 7,367 7,755
CORPORATE STOCK - FLYW 6,281 3,711
CORPORATE STOCK - FOXF 2,084 4,752
CORPORATE STOCK - GBCI 3,385 6,981
CORPORATE STOCK - GMED 1,310 7,262
CORPORATE STOCK - LOPE 5,956 6,653
CORPORATE STOCK - HALO 6,262 7,956
CORPORATE STOCK - HQY 1,781 1,939
CORPORATE STOCK - HTLD 3,374 3,987
CORPORATE STOCK - HELE 8,829 6,475
CORPORATE STOCK - HMN 2,956 7,794
CORPORATE STOCK - HLI 3,546 7,241
CORPORATE STOCK - ICFI 2,912 2,593
CORPORATE STOCK - ICUI 4,019 5,408
CORPORATE STOCK - IDA 5,187 5,133
CORPORATE STOCK - INDB 2,770 4,494
CORPORATE STOCK - INSM 7,172 7,376
CORPORATE STOCK - INTA 6,804 4,660
CORPORATE STOCK - IART 5,496 7,878
CORPORATE STOCK - ITCI 4,378 7,756
CORPORATE STOCK - ITT 1,715 7,573
CORPORATE STOCK - LAD 1,542 9,760
CORPORATE STOCK - MTSI 4,586 7,664
CORPORATE STOCK - MGY 6,284 10,803
CORPORATE STOCK - MTDR 3,615 9,809
CORPORATE STOCK - MEDP 6,231 7,416
CORPORATE STOCK - MTX 3,834 4,189
CORPORATE STOCK - NHI 5,665 6,463
CORPORATE STOCK - NWE 5,851 10,105
CORPORATE STOCK - NOVT 5,104 5,000
CORPORATE STOCK - OCFC 4,064 6,500
CORPORATE STOCK - OXM 7,828 6,870
CORPORATE STOCK - PPBI 2,482 5,620
CORPORATE STOCK - PATK 3,188 1,944
CORPORATE STOCK - PTEN 7,674 5,829
CORPORATE STOCK - PYCR 8,745 5,973
CORPORATE STOCK - PHR 4,745 7,638
CORPORATE STOCK - PRIM 3,407 4,833
CORPORATE STOCK - PGNY 4,557 4,511
CORPORATE STOCK - RPD 1,619 10,541
CORPORATE STOCK - RBC 3,732 1,741
CORPORATE STOCK - RVLV 7,218 9,355
CORPORATE STOCK - RHP 5,577 6,517
CORPORATE STOCK - SBCF 6,278 4,460
CORPORATE STOCK - SHLS 6,325 8,100
CORPORATE STOCK - SLGN 3,373 5,952
CORPORATE STOCK - SLAB 7,343 12,828
CORPORATE STOCK - SPXC 6,274 10,600
CORPORATE STOCK - STAG 2,799 8,160
CORPORATE STOCK - SF 5,080 5,933
CORPORATE STOCK - SUPN 4,588 6,033
CORPORATE STOCK - TEX 1,922 11,856
CORPORATE STOCK - TXRH 4,055 4,248
CORPORATE STOCK - TPH 24 0
CORPORATE STOCK - TUMI HOLDINGS INC 5,290 5,123
CORPORATE STOCK - USPH 1,047 10,421
CORPORATE STOCK - UFPI 4,157 4,178
CORPORATE STOCK - UMBF 3,936 3,735
CORPORATE STOCK - UTZ 4,908 5,282
CORPORATE STOCK - VCYT 7,373 6,344
CORPORATE STOCK - VIAV 2,887 2,642
CORPORATE STOCK - ST 80,371 83,208
CORPORATE STOCK - ABT 20,456 44,011
CORPORATE STOCK - ABBV 30,398 50,927
CORPORATE STOCK - APD 20,307 51,825
CORPORATE STOCK - GOOGL 13,335 38,405
CORPORATE STOCK - AXP 51,934 47,709
CORPORATE STOCK - AMT 39,284 43,197
CORPORATE STOCK - AMGN 33,391 32,478
CORPORATE STOCK - AVTR 35,503 74,949
CORPORATE STOCK - BAC 47,548 42,426
CORPORATE STOCK - BDX 37,794 72,042
CORPORATE STOCK - BRKB 55,980 81,180
CORPORATE STOCK - BLK 53,972 80,356
CORPORATE STOCK - BSX 48,282 40,843
CORPORATE STOCK - BMY 11,401 61,394
CORPORATE STOCK - AVGO 40,728 53,256
CORPORATE STOCK - CARR 25,157 56,473
CORPORATE STOCK - CAT 25,031 55,658
CORPORATE STOCK - COR 42,021 56,830
CORPORATE STOCK - CMCSA 24,378 80,669
CORPORATE STOCK - COP 56,322 60,742
CORPORATE STOCK - CSX 60,918 57,562
CORPORATE STOCK - CVS 22,969 51,426
CORPORATE STOCK - DRI 59,964 64,726
CORPORATE STOCK - DUK 44,994 47,466
CORPORATE STOCK - DD 29,117 55,637
CORPORATE STOCK - EOG 20,501 31,038
CORPORATE STOCK - ELS 112,221 115,077
CORPORATE STOCK - XOM 33,755 31,332
CORPORATE STOCK - FOXA 26,299 33,375
CORPORATE STOCK - FCX 34,202 32,184
CORPORATE STOCK - GM 35,821 59,320
CORPORATE STOCK - HIG 58,858 78,641
CORPORATE STOCK - HON 31,982 59,078
CORPORATE STOCK - ICE 44,119 52,665
CORPORATE STOCK - JNJ 52,078 140,162
CORPORATE STOCK - JPM 36,043 53,857
CORPORATE STOCK - LOW 19,207 46,898
CORPORATE STOCK - MLM 69,104 95,065
CORPORATE STOCK - MRK 25,882 61,589
CORPORATE STOCK - META 26,204 44,291
CORPORATE STOCK - MU 6,231 53,774
CORPORATE STOCK - MSFT 45,552 60,189
CORPORATE STOCK - MDLZ 45,818 58,548
CORPORATE STOCK - MSI 64,474 52,783
CORPORATE STOCK - NEE 17,691 29,493
CORPORATE STOCK - NOC 11,964 54,211
CORPORATE STOCK - ON 43,998 55,245
CORPORATE STOCK - ORCL 23,527 52,622
CORPORATE STOCK - OC 25,861 78,780
CORPORATE STOCK - PH 61,145 43,417
CORPORATE STOCK - PYPL 32,557 53,330
CORPORATE STOCK - PEP 31,796 42,205
CORPORATE STOCK - PSX 17,217 31,360
CORPORATE STOCK - PG 22,322 59,985
CORPORATE STOCK - PLD 18,428 23,438
CORPORATE STOCK - PRU 51,246 54,595
CORPORATE STOCK - PSA 12,018 76,825
CORPORATE STOCK - PWR 73,304 62,684
CORPORATE STOCK - RTX 51,632 69,162
CORPORATE STOCK - SPGI 35,233 69,786
CORPORATE STOCK - SLB 37,423 23,422
CORPORATE STOCK - LUV 13,881 18,823
CORPORATE STOCK - STT 30,598 40,875
CORPORATE STOCK - TGT 25,135 50,021
CORPORATE STOCK - TXT 30,479 43,241
CORPORATE STOCK - TRV 26,340 75,372
CORPORATE STOCK - TMO 13,762 15,728
CORPORATE STOCK - TFC 38,282 27,628
CORPORATE STOCK - TSN 24,541 65,809
CORPORATE STOCK - UNH 52,175 43,242
CORPORATE STOCK - VZ 64,863 60,855
CORPORATE STOCK - DIS 52,356 68,219
CORPORATE STOCK - WFC 20,661 30,955
CORPORATE STOCK - HZNP 44,000 32,972

TY 2023 InvestmentsGovtObligationsSch
Name:
SECUNDA FAMILY FOUNDATION INC
EIN:
20-5968142
US Government Securities - End of Year Book Value:

30,979,471
US Government Securities - End of Year Fair Market Value:

30,534,354
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 InvestmentsOtherSchedule2
Name:
SECUNDA FAMILY FOUNDATION INC
EIN:
20-5968142
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
APTITUDE PARTNERS LTD AT COST 3,200,000 3,182,739
NON-US EQUITY MANAGERS: PORTFOLIO 4 LLC OFFSHORE AT COST 2,625,000 4,231,504
YORK CREDIT OPPORTUNITIES UNIT TRUST OFFSHORE AT COST 109,565 83,766
CHEYNE EMEA FUND LTD AT COST 1,756,901 1,897,578
CIFC SENIOR SECURED CORPORATE LOAN FUND LP AT COST 3,868,432 3,892,171
GELLER SELECT ALTERNATIVES LLC AT COST 3,331,546 3,453,588

TY 2023 LegalFeesSchedule
Name:
SECUNDA FAMILY FOUNDATION INC
EIN:
20-5968142
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 18,394 0   18,394


TY 2023 OtherAssetsSchedule
Name:
SECUNDA FAMILY FOUNDATION INC
EIN:
20-5968142
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PROGRAM RELATED INVESTMENT LOAN 450,000 450,000 450,000


TY 2023 OtherDecreasesSchedule
Name:
SECUNDA FAMILY FOUNDATION INC
EIN:
20-5968142
Description Amount
PRIOR PERIOD ADJUSTMENT 30,007


TY 2023 OtherExpensesSchedule
Name:
SECUNDA FAMILY FOUNDATION INC
EIN:
20-5968142
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADR FEES 55 55   0
BANK FEES 17 0   17
FILING FEES 1,525 0   1,525
INVESTMENT INTEREST EXPENSE - FROM LIMITED PARTNERSHIPS 187,294 187,294   0
NON-DEDUCTIBLE EXPENSES - FROM LIMITED PARTNERSHIPS 62 0   0
OTHER DEDUCTIONS - FROM LIMITED PARTNERSHIPS 50,362 50,362   0
PORTFOLIO DEDUCTIONS - FROM LIMITED PARTNERSHIPS 65,085 65,085   0
ROCKY MOUNTAIN INSTITUTE 12,250 0   12,250
STEVE DE BLASIO - PROGRAM IMPLEMENTATION EXPENSES 190,428 0   190,428
TALENT BURST INC - PROGRAM IMPLEMENTATION EXPENSES 149,923 0   149,923


TY 2023 OtherIncomeSchedule2
Name:
SECUNDA FAMILY FOUNDATION INC
EIN:
20-5968142
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FROM LIMITED PARTNERSHIPS 86,829 86,829 86,829
JPMORGAN #3 -44,560 -44,560 -44,560
LESS: UNRELATED BUSINESS TAXABLE INCOME 12,274 0 12,274


TY 2023 OtherProfessionalFeesSchedule
Name:
SECUNDA FAMILY FOUNDATION INC
EIN:
20-5968142
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 813,665 813,665   0


TY 2023 TaxesSchedule
Name:
SECUNDA FAMILY FOUNDATION INC
EIN:
20-5968142
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 200,000 0   0
FOREIGN TAX - BROKERAGE 1,791 1,791   0
FOREIGN TAX - FROM LIMITED PARTNERSHIPS 623 623   0