Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE MOSES FELDMAN FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)4801 HAMPDEN LANE 106
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BETHESDA, MD208142948
A Employer identification number

20-2086533
B Telephone number (see instructions)

(301) 761-4433
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$57,384,923J Accounting method:
Modified Cash
(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) 313,452
2 Check right arrow.............
3 Interest on savings and temporary cash investments 4,811 4,811  
4 Dividends and interest from securities... 866,876 979,381  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
298,987
b Gross sales price for all assets on line 6a 4,055,685
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
500 17,358  
12 Total. Add lines 1 through 11........ 1,484,626 1,001,550  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
26,308 0   21,308
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
321,821 137,401   184,420
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
62,936 2,446   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,718 0   1,718
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,136 141,818   4,136
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 416,919 281,665   211,582
25 Contributions, gifts, grants paid....... 2,780,000 2,780,000
26 Total expenses and disbursements. Add lines 24 and 25 3,196,919 281,665   2,991,582
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,712,293
b Net investment income (if negative, enter -0-) 719,885
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......... 1,993,997 1,091,024 1,091,024
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 5,446,067 Click to see attachment
List of Attached Documents:
// Content
5,642,260 		5,642,260
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).......... 46,663,293 Click to see attachment
List of Attached Documents:
// Content
50,386,743 		50,386,743
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
58,776 		Click to see attachment
List of Attached Documents:
// Content
264,896 		Click to see attachment
List of Attached Documents:
// Content
264,896
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 54,162,133 57,384,923 57,384,923
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........... 54,162,133 57,384,923
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    
29 Total net assets or fund balances (see instructions)..... 54,162,133 57,384,923
30 Total liabilities and net assets/fund balances (see instructions). 54,162,133 57,384,923
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
54,162,133
2
Enter amount from Part I, line 27a .....................
2
-1,712,293
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
4,935,083
4
Add lines 1, 2, and 3 ..........................
4
57,384,923
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
57,384,923
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 THRU SCHEDULE K-1'S P    
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,992,924   4,104,941 -112,017
b       -89,331
c 62,761     62,761
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       -112,017
b       -89,331
c       62,761
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 -138,587
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 10,006
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 10,006
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 10,006
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 51,340
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 51,340
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 41,334
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow41,334 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 arrowPA
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 instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.TMFFF.ORG
14
The books are in care ofright arrowINTENTIONAL PHILANTHROPY LLC Telephone no.right arrow (301) 761-4433

Located atright arrow4801 HAMPDEN LANE NO 106BETHESDAMD ZIP+4right arrow208142948
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)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
MOSES FELDMAN TRUSTEE
1.00 		0 0 0
4801 HAMPDEN LANE UNIT 106
BETHESDA,MD208142948
SUSAN FELDMAN TRUSTEE
1.00 		0 0 0
4801 HAMPDEN LANE UNIT 106
BETHESDA,MD208142948
DAVID FELDMAN TRUSTEE
1.00 		0 0 0
4801 HAMPDEN LANE UNIT 106
BETHESDA,MD208142948
ELIZABETH FELDMAN TRUSTEE
1.00 		0 0 0
4801 HAMPDEN LANE UNIT 106
BETHESDA,MD208142948
JULIE FELDMAN TRUSTEE, SECRETARY
1.00 		0 0 0
4801 HAMPDEN LANE UNIT 106
BETHESDA,MD208142948
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
INTENTIONAL PHILANTHROPY FOUNDATION AND GRANTS MANAGEMENT CONSULTANT 184,420
4801 HAMPDEN LANE UNIT 106
BETHESDA,MD208142948
WETHERBY ASSET MANAGEMENT INVESTMENT MANAGEMENT AND ADVISORY 137,401
ONE ROCKEFELLER PLAZA SUITE 2610
NEW YORK,NY100202051
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
53,646,424
b
Average of monthly cash balances.......................
1b
1,721,315
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
55,367,739
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
55,367,739
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
830,516
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
54,537,223
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,726,861
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
2,726,861
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
10,006
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
14,634
c
Add lines 2a and 2b............................
2c
24,640
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,702,221
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,702,221
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
2,702,221
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
2,991,582
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
2,991,582
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 2,702,221
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...... 120,336
f Total of lines 3a through e ........ 120,336
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 2,991,582
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..... 2,702,221
e Remaining amount distributed out of corpus 289,361
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 5 409,697
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 ...... 		409,697
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022.... 120,336
e Excess from 2023.... 289,361
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ACTIVATE GLOBAL INC

2600 TENTH STREET SUITE 300
BERKELEY,CA94710 		N/A PC GENERAL OPERATING SUPPORT 75,000

AMERICAN FRIENDS OF THE OCEAN CLEANUP FOUNDATION

228 EAST 45TH STREET SUITE 9E
NEW YORK,NY10017 		N/A PC GENERAL OPERATING SUPPORT 12,000

ANTI-DEFAMATION LEAGUE

605 THIRD AVENUE
NEW YORK,NY10158 		N/A PC GENERAL OPERATING SUPPORT 50,000

APPALACHIAN MOUNTAIN CLUB

10 CITY SQUARE SUITE 2
BOSTON,MA02129 		N/A PC CLIMATE COMMUNICATIONS FELLOW 50,000

BANK STREET COLLEGE OF EDUCATION

610 W 112TH STREET
NEW YORK,NY10025 		N/A PC BANK STREET SCHOOL FOR CHILDREN 16,700

BATES COLLEGE

OFFICE OF COLLEGE ADVANCEMENT 2
ANDREWS ROAD
LEWISTON,ME04240 		N/A PC FELDMAN FAMILY FUND FOR ENVIRONMENTAL INTERNSHIPS 150,000

BATES COLLEGE

OFFICE OF COLLEGE ADVANCEMENT 2
ANDREWS ROAD
LEWISTON,ME04240 		N/A PC SUMMER INTERNSHIP STIPENDS FOR ENVIRONMENTAL STUDIES STUDENTS AND GENERAL OPERATING SUPPORT 15,000

BLUE RIDER STABLES INC

PO BOX 924
GREAT BARRINGTON,MA01230 		N/A PC GENERAL OPERATING SUPPORT 2,000

CHILDREN'S SCHOOL FOR CHILD-CENTERED EDUCATION INC

2225 TORREY PINES LN
LA JOLLA,CA92037 		N/A PC GENERAL OPERATING SUPPORT 6,000

CLEAN ENERGY WORKS

1666 CONNECTICUT AVE NW STE 100
WASHINGTON,DC20009 		N/A PC GENERAL OPERATING SUPPORT 85,000

COMMUNITIES REVOLUTIONIZING OPEN PUBLIC SPACES (CROPS)

21 ASBURY AVE
LINWOOD,NJ08221 		N/A PC GENERAL OPERATING SUPPORT 15,000

COMMUNITY PARTNERSHIP SCHOOL

3033 W GLENWOOD AVE
PHILADELPHIA,PA19121 		N/A PC GENERAL OPERATING SUPPORT 25,000

EARTHJUSTICE

50 CALIFORNIA ST STE 500
SAN FRANCISCO,CA94111 		N/A PC GENERAL OPERATING SUPPORT 125,000

EDGEMONT SCHOOL FOUNDATION INC

PO BOX 1154
SCARSDALE,NY10583 		N/A PC GENERAL OPERATING SUPPORT 8,000

ENVIRONMENTAL INVESTIGATION AGENCY

PO BOX 53343
WASHINGTON,DC20009 		N/A PC GENERAL OPERATING SUPPORT 85,000

FOUNDATION TO COMBAT ANTI-SEMITISM INC

75 WASHINGTON STREET
FOXBORO,MA02035 		N/A POF GENERAL OPERATING SUPPORT 40,000

FUENTE LATINA INC

7300 BISCAYNE BLVD SUITE 200
MIAMI,FL33138 		N/A PC GENERAL OPERATING SUPPORT 60,000

ISRAAID (US) GLOBAL HUMANITARIAN ASSISTANCE INC

PO BOX 61227
PALO ALTO,CA94306 		N/A PC EMERGENCY RESPONSE FUND 40,000

JERUSALEM FOUNDATION INC

420 LEXINGTON AVE RM 1645
NEW YORK CITY,NY10170 		N/A PC GENERAL OPERATING SUPPORT FOR JERUSALEM PRESS CLUB 40,000

JEWISH FEDERATION OF GREATER DALLAS

7800 NORTHAVEN RD
DALLAS,TX75230 		N/A PC JACOB FELDMAN BUILDING REPAIR AND RENOVATION 25,000

JEWISH FEDERATION OF GREATER PHILADELPHIA

2100 ARCH ST 8TH FLOOR
PHILADELPHIA,PA19103 		N/A PC MOSES AND SUSAN FELDMAN PHILANTHROPIC FUND 545,000

JEWISH FUNDERS NETWORK

150 WEST 30TH ST SUITE 900
NEW YORK,NY10001 		N/A PC SVF EMERGENCY FUND 40,000

JEWISH FUNDERS NETWORK

150 WEST 30TH ST SUITE 900
NEW YORK,NY10001 		N/A PC SOCIAL VENTURE FUND 50,000

KLEZMER INSTITUTE INC

PO BOX 1175
YONKERS,NY10702 		N/A PC GENERAL OPERATING SUPPORT 5,000

MADRE

121 W 27TH ST SUITE 604
NEW YORK,NY10001 		N/A PC GENERAL OPERATING SUPPORT 12,000

NATIONAL CAUCUS OF ENVIRONMENTAL LEGISLATORS

1100 H ST NW SUITE 600
WASHINGTON,DC20005 		N/A PC GENERAL OPERATING SUPPORT 85,000

NATURAL LANDS TRUST

1031 PALMERS MILL ROAD
MEDIA,PA19063 		N/A PC GENERAL OPERATING SUPPORT 10,000

NEW ISRAEL FUND

PO BOX 70358
LEWISTON,ME04243 		N/A PC GENERAL OPERATING SUPPORT 60,000

PEF ISRAEL ENDOWMENT FUNDS INC

630 THIRD AVE 15TH FLOOR
NEW YORK,NY10017 		N/A PC GENERAL OPERATING SUPPORT FOR IMPACT-SE 60,000

PEF ISRAEL ENDOWMENT FUNDS INC

630 THIRD AVE 15TH FLOOR
NEW YORK,NY10017 		N/A PC GENERAL OPERATING SUPPORT FOR SHAHARIT 85,000

PLANNED PARENTHOOD FEDERATION OF AMERICA INC

123 WILLIAM ST
NEW YORK,NY10038 		N/A PC GENERAL OPERATING SUPPORT 60,000

PROTECT DEMOCRACY PROJECT

2020 PENNSYLVANIA AVE NW 163
WASHINGTON,DC20006 		N/A PC GENERAL OPERATING SUPPORT 75,000

RAINFOREST TRUST

PO BOX 841
WARRENTON,VA20188 		N/A PC GENERAL OPERATING SUPPORT 75,000

ROCKY MOUNTAIN INSTITUTE

2490 JUNCTION PLACE SUITE 200
BOULDER,CO80301 		N/A PC GENERAL OPERATING SUPPORT 75,000

ROMAN CATHOLIC CHURCH OF THE ASCENSION

221 WEST 107TH STREET
NEW YORK,NY10025 		N/A PC ASCENSION FOOD PANTRY 16,600

SEEDS OF PEACE INC

370 LEXINGTON AVE SUITE 1201
NEW YORK,NY10017 		N/A PC GENERAL OPERATING SUPPORT AND GATHER FELLOWSHIP 50,000

SOUTHERN POVERTY LAW CENTER INC

400 WASHINGTON AVE
MONTGOMERY,AL36104 		N/A PC GENERAL OPERATING SUPPORT 75,000

TEMPLE ISRAEL OF NEW ROCHELLE

1000 PINEBROOK BLVD
NEW ROCHELLE,NY10804 		N/A PC GENERAL OPERATING SUPPORT 10,000

THE BISHOP'S SCHOOL

7607 LA JOLLA BLVD
LA JOLLA,CA92037 		N/A PC GENERAL OPERATING SUPPORT 20,000

THE SUSTAINABILITY LABORATORY INC

229 EAST 85TH STREET PO BOX 1571
NEW YORK,NY10028 		N/A PC PROJECT WADI ATTIR 45,000

THE WORLD UNION FOR PROGRESSIVE JUDAISM LTD

633 THIRD AVE 7TH FLOOR
NEW YORK,NY10017 		N/A PC BEIT SHALOM BARCELONA SUMMER CAMP 50,000

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

100 E NORTHWESTERN AVE
PHILADELPHIA,PA19031 		N/A PC GENERAL OPERATING SUPPORT STUART WEITZMAN SCHOOL OF DESIGN 15,000

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

100 E NORTHWESTERN AVE
PHILADELPHIA,PA19031 		N/A PC MORRIS ARBORETUM - DIRECTOR OF FACILITIES FUND 250,000

UNION OF CONCERNED SCIENTISTS INC

2 BRATTLE SQUARE
CAMBRIDGE,MA02138 		N/A PC GENERAL OPERATING SUPPORT 75,000

UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK INC

130 E 59TH ST
NEW YORK,NY10022 		N/A PC RESPONDING TO ANTISEMITISM AND GLOBAL CRISES 11,700
Total .................................right arrow 3a 2,780,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 4,811  
4 Dividends and interest from securities ....     14 866,876  
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 .....     14 433  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 298,987  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL EXCISE TAX REFUND 		    01 67  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,171,174 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,171,174
(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
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
THE MOSES FELDMAN FAMILY FOUNDATION
 
Employer identification number

20-2086533
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
THE MOSES FELDMAN FAMILY FOUNDATION
  		Employer identification number
20-2086533
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
JACOB FELDMAN CHARITABLE LEAD TRUST #2
 
4601 LENAPE LANE
 
LAFAYETTE HILL, PA194441026

$ 25,195


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
SARA FELDMAN CHARITABLE LEAD TRUST #2
 
4601 LENAPE LANE
 
LAFAYETTE HILL, PA194441026

$ 288,257


(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
THE MOSES FELDMAN FAMILY FOUNDATION
  		Employer identification number

20-2086533
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
 
$    
(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
 
$    
(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
THE MOSES FELDMAN FAMILY FOUNDATION
  		Employer identification number

20-2086533
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:
THE MOSES FELDMAN FAMILY FOUNDATION
EIN:
20-2086533
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX RETURN PREPARATION 26,308 0   21,308

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

TY 2023 ExpenditureResponsibilityStmt
Name:
THE MOSES FELDMAN FAMILY FOUNDATION
EIN:
20-2086533
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
FOUNDATION TO COMBAT ANTI-SEMITISM INC
  		75 WASHINGTON STREET
FOXBORO,MA02035 		2023-12-21 40,000 GENERAL OPERATING SUPPORT 40,000 TO THE GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED. 9/20/2024   N/A

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TY 2023 GainLossSaleOtherAssetsSch
Name:
THE MOSES FELDMAN FAMILY FOUNDATION
EIN:
20-2086533
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
BRIDGE PARTNERS FUND II, LP   PURCHASED         COST 0 346,300  
SENTINEL CAPITAL PARTNERS IV, LP   PURCHASED         COST 0 664  
SENTINEL CAPITAL PARTNERS IV-A, LP   PURCHASED         COST 0 1,279  

TY 2023 InvestmentsCorpStockSchedule
Name:
THE MOSES FELDMAN FAMILY FOUNDATION
EIN:
20-2086533
Name of Stock End of Year Book Value End of Year Fair Market Value
COMMERCIAL METALS CO (CMC) 112,755.000 SHARES 5,642,260 5,642,260

TY 2023 InvestmentsOtherSchedule2
Name:
THE MOSES FELDMAN FAMILY FOUNDATION
EIN:
20-2086533
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ACCOLADE PARTNERS BLOCKCHAIN I FEEDER, L.P. FMV 1,124,074 1,124,074
AMERICAN SECURITIES PARTNERS VIII LP FMV 1,361,642 1,361,642
BAILLIE GIFFORD EMERGING MARKETS EQS K (BGKEX) 69,767.442 SHARES FMV 1,306,047 1,306,047
BRIDGE PARTNERS FUND III, LP FMV 692,249 692,249
CORDILLERA ECP CO-INVESTMENT, L.P. FMV 654,806 654,806
DAVIS INVESTMENT VENTURES FUND IV-B, L.P. FMV 593,518 593,518
DIV FUND V-B, L.P. FMV 32,755 32,755
DOUBLELINE CORE FIXED INCOME I (DBLFX) 300,167.700 SHARES FMV 2,653,482 2,653,482
DWS RREEF REAL ASSETS INST (AAAZX) 67,810.065 SHARES FMV 763,541 763,541
ELLIOTT INTERNATIONAL LIMITED FMV 6,454,771 6,454,771
GENERATION IM GLOBAL EQUITY FMV 2,866,436 2,866,436
HG CAPITAL VIII, LLC FMV 1,087,000 1,087,000
HOSPI CORPORATION FMV 215,243 215,243
ISHARES CORE MSCI EMERGING ETF (IEMG) 20,889.000 SHARES FMV 1,056,566 1,056,566
ITE RAIL FUND L.P. FMV 867,149 867,149
JARGONNANT PARTNERS FMV 399,734 399,734
KAYNE ANDERSON RENEWABLE INFRASTRUCTURE PARTNERS, L.P. FMV 793,067 793,067
LEXINGTON CAPITAL PARTNERS VI-A, L.P. FMV 6,990 6,990
MAINSAIL 3PL HOLDINGS, LP FMV 136,259 136,259
MAINSAIL GP III, LLC FMV 252,314 252,314
METROPOLITAN WEST TOTAL (MWTIX) 298,377.643 SHARES FMV 2,742,091 2,742,091
PALOMA INTERNATIONAL LIMITED FMV 1,781,351 1,781,351
PARNASSUS CORE EQUITY INSTITUTIONAL (PRILX) 20,938.598 SHARES FMV 1,157,067 1,157,067
PEAK ROCK CAPITAL CREDIT FUND II-A LP FMV 76,177 76,177
PEAK ROCK CAPITAL FUND II-A LP FMV 555,746 555,746
PROTERRA CREDIT FUND 2 (FEEDER) LP FMV 549,142 549,142
RHF III HOLDING COMPANY, LLC FMV 795,265 795,265
RHF IV HOLDING COMPANY, LLC FMV 30,717 30,717
RIVERSTONE GLOBAL ENERGY AND POWER PRIVATE INVESTORS V, LP FMV 341,475 341,475
ROSEMAWR CAPITAL V LP FMV 497,970 497,970
SEGALL BRYANT & HAMILL S (SBHVX) 48,126.962 SHARES FMV 664,589 664,589
SENTINEL CAPITAL PARTNERS VI, LP FMV 93,728 93,728
SENTINEL CAPITAL PARTNERS VII, LP FMV 38,634 38,634
STATE OF ISRAEL MINISTRY OF FINANCE 1.00% 01/01/2024 BOND FMV 50,000 50,000
STATE OF ISRAEL MINISTRY OF FINANCE 4.24% 12/01/2027 BOND FMV 100,000 100,000
STATE OF ISRAEL MINISTRY OF FINANCE 4.31% 05/01/2025 BOND FMV 100,000 100,000
STEPSTONE VC IMPACT II, LP FMV 441,398 441,398
TCV X (B), L.P. FMV 1,353,239 1,353,239
TREGARON OPPORTUNITY FUND II, L.P. FMV 43,024 43,024
TRIDENT IV, L.P. FMV 8,238 8,238
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) 130,479.194 SHARES FMV 6,249,953 6,249,953
VANGUARD TOTAL STOCK MARKET ETF (VTI) 27,464.000 SHARES FMV 6,515,010 6,515,010
VOYA STRATEGIC INCOME OPPORTUNITIES I (IISIX) 291,479.821 SHARES FMV 2,667,040 2,667,040
WELLINGTON CLIMATE INNOVATION FEEDER FUND (CAYMAN) I, LP FMV 217,246 217,246

TY 2023 OtherAssetsSchedule
Name:
THE MOSES FELDMAN FAMILY FOUNDATION
EIN:
20-2086533
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
INVESTMENT DISTRIBUTIONS RECEIVABLE 58,776 264,896 264,896


TY 2023 OtherExpensesSchedule
Name:
THE MOSES FELDMAN FAMILY FOUNDATION
EIN:
20-2086533
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE EXPENSE 1,250 0   1,250
OFFICE AND OTHER EXPENSES 1,392 0   1,392
WEBSITE MAINTENANCE 679 0   679
THRU SCHEDULE K-1'S - OTHER EXPENSES AND DEDUCTIONS 0 141,818   0
MEMBERSHIP DUES 815 0   815


TY 2023 OtherIncomeSchedule2
Name:
THE MOSES FELDMAN FAMILY FOUNDATION
EIN:
20-2086533
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INVESTMENT INCOME 433 433 433
THRU SCHEDULE K-1'S - ORDINARY BUSINESS INCOME (LOSS)   44,550  
THRU SCHEDULE K-1'S - NET RENTAL REAL ESTATE INCOME (LOSS)   -19,205  
THRU SCHEDULE K-1'S - GUARANTEED PAYMENTS   5,303  
THRU SCHEDULE K-1'S - OTHER PORTFOLIO INCOME   11,177  
THRU SCHEDULE K-1'S - OTHER INCOME (LOSS)   -24,900  
FEDERAL EXCISE TAX REFUND 67   67


TY 2023 OtherIncreasesSchedule
Name:
THE MOSES FELDMAN FAMILY FOUNDATION
EIN:
20-2086533
Description Amount
UNREALIZED APPRECIATION ON INVESTMENTS 4,935,083


TY 2023 OtherProfessionalFeesSchedule
Name:
THE MOSES FELDMAN FAMILY FOUNDATION
EIN:
20-2086533
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOUNDATION AND GRANTS MANAGEMENT CONSULTANT 184,420 0   184,420
INVESTMENT MANAGEMENT AND ADVISORY 137,401 137,401   0


TY 2023 TaxesSchedule
Name:
THE MOSES FELDMAN FAMILY FOUNDATION
EIN:
20-2086533
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL UNRELATED BUSINESS INCOME TAX PAID 50,000 0   0
STATE UNRELATED BUSINESS INCOME TAX PAID 12,936 0   0
THRU SCHEDULE K-1'S - FOREIGN TAXES PAID OR ACCRUED 0 2,446   0