TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

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

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

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public Inspection

For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024

Name of foundation
THE OBERNAUER FOUNDATION INC

Number and street (or P.O. box number if mail is not delivered to street address)157-02 CROSS BAY BLVD 203
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
HOWARD BEACH, NY11414

A Employer identification number

95-6149147

B Telephone number (see instructions)

(212) 681-1900

C If exemption application is pending, check here right arrow

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

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

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

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

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

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

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

$6,173,927J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	152,011		152,011
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		243,657
b	Gross sales price for all assets on line 6a 1,475,889
7	Capital gain net income (from Part IV, line 2)...			243,657
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......	List of Attached Documents: // Content	297	297
12	Total. Add lines 1 through 11........	395,965		395,965
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).......	List of Attached Documents: // Content	6,750	6,750	0
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	51,903	51,903	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	5,467	1,134	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	873	873	0
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	64,993		60,660	0
25	Contributions, gifts, grants paid.......	272,850			272,850
26	Total expenses and disbursements. Add lines 24 and 25	337,843		60,660	272,850
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	58,122
b	Net investment income (if negative, enter -0-)			335,305
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2024)

Form 990-PF (2024)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	42,180	32,827	32,827
	2	Savings and temporary cash investments.........	182,899	41,487	41,487
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	2,927,011	List of Attached Documents: // Content 3,097,997	4,905,762
	c	Investments—corporate bonds (attach schedule).......	1,189,629	List of Attached Documents: // Content 1,227,434	1,193,851
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	4,341,719	4,399,745	6,173,927
	17	Accounts payable and accrued expenses..........	1,000
	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 )
	23	Total liabilities (add lines 17 through 22).........	1,000	0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	4,340,719	4,399,745
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	0	0
	29	Total net assets or fund balances (see instructions).....	4,340,719	4,399,745
	30	Total liabilities and net assets/fund balances (see instructions).	4,341,719	4,399,745

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

4,340,719

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

58,122

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

List of Attached Documents:

// Content

904

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

4,399,745

Decreases not included in line 2 (itemize) right arrow

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

4,399,745

Form 990-PF (2024)

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	(d) Date sold (mo., day, yr.)
1 a	NB - KAMINSKY		2024-12-31
b	NB - KANTOR		2024-12-31
c	NB - KANTOR		2024-12-31
d	NB - MESSINGER		2024-12-31
e	NB - MESSINGER		2024-12-31
	BROOKFIELD		2024-12-31
	CAPITAL GAINS DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	197,086	197,324	-238
b	234,446	203,522	30,924
c	537,360	351,365	185,995
d	110,308	133,688	-23,380
e	396,364	346,333	50,031
	169		169
	156		156

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			-238
b			30,924
c			185,995
d			-23,380
e			50,031
			169
			156

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	243,657
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	4,661
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	4,661
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	4,661
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	4,400
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	4,400
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	261
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax	Refunded	11

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

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

Yes

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

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

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

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

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

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ 0(2) On foundation managers. right arrow

$ 0

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

on foundation managers. right arrow

$ 0

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

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

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

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

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

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

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

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

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XIV..................................

Yes

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

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

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

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

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

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

Yes

Website address right arrow

N/A

The books are in care of right arrow

MARYJO ESPOSITO Telephone no. right arrow

(212) 681-1900

Located at right arrow

157-02 CROSS BAY BLVDHOWARD BEACHNY ZIP+4 right arrow

11414

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... right arrow

and enter the amount of tax-exempt interest received or accrued during the year ........ right arrow

16 At any time during calendar year 2024, 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 (2024)

Page 5

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........

1a(1)

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

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

1a(2)

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

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? ......................

1a(5)

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.) ...............

1a(6)

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........

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

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2024? .............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2024?....................

If "Yes," list the years right arrow

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

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

20, 20, 20, 20

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

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

If "Yes," did it have excess business holdings in 2024 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 2024.) .....................

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

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..

Form 990-PF (2024)

Page 6

Part VI-B

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

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

Yes

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

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

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

5a(3)

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

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

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........

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

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

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

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

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

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

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

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

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

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
MATTHEW OBERNAUER	VP & DIR 0.00	0	0	0
5833 SOLWAY STREET PITTSBURGH,PA15217	VP & DIR 0.00	0	0	0
MICHAEL OBERNAUER	VP & DIR 0.00	0	0	0
315 WEST 106TH STREET APT 6B NEW YORK,NY10025	VP & DIR 0.00	0	0	0
MARNE OBERNAUER JR	PRES & DIR 0.00	0	0	0
6 CHERRY HILLS DR ENGLEWOOD,CO80113	PRES & DIR 0.00	0	0	0
MARY JO ESPOSITO	SECY 0.00	0	0	0
157-02 CROSS BAY BLVD HOWARD BEACH,NY11414	SECY 0.00	0	0	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

Form 990-PF (2024)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. right arrow

Part VIII-A

Summary of Direct Charitable Activities

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


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

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


2


All other program-related investments. See instructions.
3

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

Form 990-PF (2024)

Page 8

Part IX

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

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

purposes:

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

5,932,609

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

193,287

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

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

6,125,896

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

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

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

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

6,125,896

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

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

91,888

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

6,034,008

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

301,700

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

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

301,700

Tax on investment income for 2024 from Part V, line 5 .......

4,661

Income tax for 2024. (This does not include the tax from Part V.) ...

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

4,661

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

297,039

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

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

297,039

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

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

297,039

Part XI

Qualifying Distributions (see instructions)

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

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

272,850

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

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

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

Amounts set aside for specific charitable projects that satisfy the:

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

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

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

272,850

Form 990-PF (2024)

Page 9

Part XII

Undistributed Income (see instructions)

	(a) Corpus	(b) Years prior to 2023	(c) 2023	(d) 2024
1 Distributable amount for 2024 from Part X, line 7				297,039
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......			272,606
b Total for prior years:20 , 20, 20		0
3 Excess distributions carryover, if any, to 2024:
a From 2019......
b From 2020......
c From 2021......
d From 2022......
e From 2023......
f Total of lines 3a through e ........	0
4Qualifying distributions for 2024 from Part
XI, line 4: $ 272,850
a Applied to 2023, but not more than line 2a			272,606
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 2024 distributable amount.....				244
e Remaining amount distributed out of corpus	0
5 Excess distributions carryover applied to 2024.	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	0
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 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............			0
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........				296,795
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 2019 not applied on line 5 or line 7 (see instructions) ...	0
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......	0
10 Analysis of line 9:
a Excess from 2020....
b Excess from 2021....
c Excess from 2022....
d Excess from 2023....
e Excess from 2024....

Form 990-PF (2024)

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 2024, enter the date of the ruling ...... right arrow

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2024	(b) 2023	(c) 2022	(d) 2021	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

MARNE OBERNAUER JR

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here right arrow

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

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2024)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ASHOKA 1000 WILSON BLVD SUITE 1900 ARLINGTON,VA22209	NONE	PUBLIC	GENERAL OPERATING SUPPORT	1,000
ASPEN INSTITUTE 2300 N STREET NW WASHINGTON,DC20037	NONE	PUBLIC	GENERAL OPERATING SUPPORT	5,000
BARROW NEUROLOGICAL FOUNDATION 2910 N 3RD AVENUE PHOENIX,AZ85013	NONE	PUBLIC	GENERAL OPERATING SUPPORT	25,000
BRIGHAM AND WOMEN'S HOSPITAL 263 HUNTINGTON AVE BOSTON,MA02115	NONE	PUBLIC	GENERAL OPERATING SUPPORT	250
CLUBHOUSE INTERNATIONAL 845 THIRD AVENUE NEW YORK,NY10022	NONE	PUBLIC	GENERAL OPERATING SUPPORT	1,000
COMMITTEE FOR RESPONSIBLE FEDERAL BUDGET 1025 CONNECTICUT AVE NW WASHINGTON,DC20036	NONE	PUBLIC	GENERAL OPERATING SUPPORT	15,000
CONGREGATION EMANU-EL OF THE CITY OF NY ONE EAST 65TH ST NEW YORK,NY10065	NONE	PUBLIC	GENERAL OPERATING SUPPORT	10,000
CYSTIC FIBROSIS FOUNDATION 4550 MONTGOMERY AVENUE BETHESDA,MD20814	NONE	PUBLIC	GENERAL OPERATING SUPPORT	2,000
DANA FARBER CANCER INSTITUTE 10 BROOKLINE PLACE WEST BROOKLINE,MA02445	NONE	PUBLIC	GENERAL OPERATING SUPPORT	50,000
ENVIRONMENTAL DEFENSE FUND 555 12TH STREET NW WASHINGTON,DC20004	NONE	PUBLIC	GENERAL OPERATING SUPPORT	1,000
FOOD BANK OF THE ROCKIES 10700 E 45TH AVE DENVER,CO80239	NONE	PUBLIC	GENERAL OPERATING SUPPORT	1,000
ICE HOCKEY IN HARLEM 153 E 110TH ST NEW YORK,NY10029	NONE	PUBLIC	GENERAL OPERATING SUPPORT	1,500
LIFT 999 N CAPITAL ST NE WASHINGTON,DC20002	NONE	PUBLIC	GENERAL OPERATING SUPPORT	75,500
MAYO CLINIC PO BOX 450 ALBERT LEA,MN56007	NONE	PUBLIC	GENERAL OPERATING SUPPORT	100
MEMORIAL SLOAN KETTERING 1275 YORK AVE NEW YORK,NY10065	NONE	PUBLIC	GENERAL OPERATING SUPPORT	500
MULTIPLE MYELOMA RESEARCH FOUNDATION 383 MAIN AVE NORWALK,CT06851	NONE	PUBLIC	GENERAL OPERATING SUPPORT	20,000
NEW BEGINNINGS FAMILY ACADEMY 184 GARDEN ST BRIDGEPORT,CT06605	NONE	PUBLIC	GENERAL OPERATING SUPPORT	5,000
NEW YORK COMMUNITY TRUST 909 THIRD AVE NEW YORK,NY10022	NONE	PUBLIC	GENERAL OPERATING SUPPORT	1,000
SANDRA DAY O'CONNOR INSTITUTE 111 E TAYLOR STREET PHOENIX,AZ85004	NONE	PUBLIC	GENERAL OPERATING SUPPORT	10,000
SHADY SIDE ACADEMY 423 FOX CHAPEL RD PITTSBURGH,PA15238	NONE	PUBLIC	GENERAL OPERATING SUPPORT	2,000
TRINITY SCHOOL 139 WEST 91 ST NEW YORK,NY10024	NONE	PUBLIC	GENERAL OPERATING SUPPORT	4,000
WELLESLEY COLLEGE 106 CENTRAL STREET WELLESLEY,MA02481	NONE	PUBLIC	GENERAL OPERATING SUPPORT	5,000
WOMEN'S CAMPAIGN INTERNATIONAL 230 SOUTH BROAD STREET PHILADELPHIA,PA19102	NONE	PUBLIC	GENERAL OPERATING SUPPORT	1,000
YALE UNIVERSITY PO BOX 2038 NEW HAVEN,CT06521	NONE	PUBLIC	GENERAL OPERATING SUPPORT	35,000
GREATER PITTSBURGH COMMUNITY FOOD BANK 1 NORTH LINDEN STREET DUQUESNE,PA15110	NONE	PUBLIC	GENERAL OPERATING SUPPORT	1,000
Total ................................. 3a				272,850

bApproved for future payment

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

Form 990-PF (2024)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....			14	152,011
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	297
8 Gain or (loss) from sales of assets other than inventory ............			18	243,657
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) ..		0		395,965	0

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

395,965

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

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2024)

Page 13

Part XVI

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

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

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

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

1a(1)

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

1a(2)

Other transactions:

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

1b(1)

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

1b(2)

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

1b(3)

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

1b(4)

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

1b(5)

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

1b(6)

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

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

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

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2024 AccountingFeesSchedule

Name:

THE OBERNAUER FOUNDATION INC

EIN:

95-6149147

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	6,750	6,750		0

- TIN:

TY 2024 InvestmentsCorpBondsSchedule

Name:

THE OBERNAUER FOUNDATION INC

EIN:

95-6149147

Name of Bond	End of Year Book Value	End of Year Fair Market Value
40,000 UNITED RENTALS	40,139	38,321
40,000 AUTODESK INC	40,210	38,846
40,000 AMERICAN TOWER CORP	40,710	38,776
40,000 TOLL BROTHERS	40,731	39,044
40,000 ELANCO ANIMAL HEALTH	41,763	40,554
40,000 DTE ENERGY	40,012	39,382
40,000 ADOBE INC.	40,012	38,178
40,000 INTERCONTINENTAL EXCHANGE INC.	41,812	38,377
40,000 SERVICE CORP.	41,483	38,922
50,000 ONEOK INC.	52,107	50,439
40,000 BOEING	40,040	38,792
40,000 T MOBILE USA INC	40,068	38,851
40,000 KRAFT HEINZ FOODS CO	40,783	39,042
40,000 VORNADO REALTY LP	40,121	38,090
40,000 NEXTERA ENERGY	42,174	38,981
40,000 ADVANCE AUTO PARTS	39,966	35,712
40,000 CHENIERE ENERGY	40,427	39,133
40,000 EXPEDIA GROUP	35,691	36,883
35,000 DELL INT'L INC.	35,018	35,425
40,000 ORACLE CORP.	41,375	41,955
40,000 UNITEDHEALTH GROUP	40,461	40,645
40,000 THERMO FISHER SCIENTIFIC INC.	40,000	40,344
35,000 COMCAST CORP.	33,461	33,751
40,000 VERISK ANALYTICS	42,270	41,111
15,000 CITIGROUP, INC	15,067	15,081
40,000 REBUPLIC SVCS INC	39,969	40,216
40,000 CDW LLC	40,225	39,396
40,000 STARBUCKS CORP.	39,711	39,917
40,000 JPMORGAN CHASE	38,754	38,975
40,000 SHERWIN WILLIAMS	40,478	39,473
40,000 ZOETIS INC	42,396	41,239

- TIN:

TY 2024 InvestmentsCorpStockSchedule

Name:

THE OBERNAUER FOUNDATION INC

EIN:

95-6149147

Name of Stock	End of Year Book Value	End of Year Fair Market Value
75 SHS UNITEDHEALTH GROUP	8,499	37,940
650 SHS ALPHABET INC	14,273	123,786
774 SHS JP MORGAN CHASE	44,456	185,536
725 SHS APPLE INC	19,581	181,555
381 SHS JOHNSON & JOHNSON	48,323	55,100
715 SHS MICROSOFT	54,808	301,372
1,066 SHS NEXTERA ENERGY	51,523	76,422
475 SHS PAYCHEX INC	28,206	66,605
300 SHS PNC FINANCIAL SERVICES	37,983	57,855
475 SHS PROLOGIS INC	23,444	50,207
252 SHS UNION PACIFIC CORP.	38,145	57,466
761 SHS WALMART	30,306	68,756
475 SHS WEC ENERGY GROUP	28,625	44,669
600 SHS RIO TINTO PLC SPON ADR	26,570	35,286
165 SHS CME GROUP	20,962	38,318
150 SHS HOME DEPOT	28,138	58,349
242 SHS VISA INC.	30,819	76,482
200 SHS WATSCO INC	29,994	94,778
177 SHS EQUIFAX INC	21,508	45,108
382 SHS MCDONALDS CORP	63,203	110,738
500 SHS AMERICAN ELECTRIC	39,549	46,115
1,000 SHS ASTRAZENECA	35,780	65,520
250 SHS TEXAS INSTRUMENTS	29,514	46,877
455 SHS MONDELEZ INTL	23,896	27,177
121 SHS S&P GLOBAL	23,743	60,262
230 SHS SALESFORCE INC	33,081	76,896
49 SHS SERVICENOW INC	12,336	51,946
1,330 SHS KEURIG DR. PEPPER INC.	37,487	42,720
79 SHS THERMO FISHER CORP.	35,995	41,098
242 SHS WASTE MANAGEMENT	27,841	48,833
1,950 SHS CENTERPOINT ENERGY INC.	33,572	61,873
455 SHS CHEVRON CORP	71,618	65,902
160 SHS ANALOG DEVICES	28,879	33,994
150 SHS CME GROUP	31,290	34,834
550 SHS MORGAN STANLEY	46,829	69,146
585 SHS AMAZON COM	71,457	128,343
700 SHS BOSTON SCIENTIFIC	30,114	62,524
1,160 SHS BROOKFIELD INFRASTRUCTURE	11,706	36,876
532 SHS TJX COS INC.	30,449	64,271
1,000 SHS AGNICO EAGLE MINES	44,961	78,210
1,450 SHS BRIXMOR PROPERTY GROUP	38,963	40,368
350 SHS CONOCO PHILLIPS	34,868	34,710
300 SHS DARDEN RESTAURANTS	42,003	56,007
500 SHS EMERSON ELECTRIC	41,196	61,965
300 SHS PROCTER & GAMBLE	43,487	50,295
1,150 SHS ROCHE HLDG LTD	48,157	40,112
1,366 SHS VICI PROPERTIES INC.	27,459	39,901
265 SHS ABBVIE INC.	39,651	47,091
218 SHS AVERY DENNISON	36,585	40,794
1,150 SHS BROOKFIELD ASSET MGMT	38,581	62,318
2,260 SHS FIRSTENERGY CORP.	84,876	89,903
295 SHS JACOBS SOLUTIONS	28,483	39,418
1,430 SHS MATCH GROUP	55,003	46,775
1,450 SHS MDU RESOURCES GROUP	16,184	26,129
400 SHS MERCK & CO.	45,512	39,792
1,750 SHS SINGAPORE TELECOM	34,899	39,427
1,000 SHS WELLS FARGO	41,438	70,240
1,050 SHS WILLIAMS COS	33,282	56,826
950 SHS CRH PLC	44,894	87,894
825 SHS. AMPHENOL CORP.	51,599	57,296
2,095 SHS CENTERPOINT ENERGY INC.	57,318	66,474
215 SHS GE AEROSPACE	34,953	35,860
48 SHS NETFLIX INC	39,306	42,783
610 SHS NIKE INC	54,592	46,159
660 SHS NVENT ELECTRIC	47,209	44,986
77 SHS SYNOPSYS INC	43,295	37,373
1,010 SHS WAYSTAR HLDG CORP	21,715	37,067
675 SHS WELLS FARGO	49,929	47,412
170 SHS WORKDAY INC	46,624	43,865
300 SHS ALLSTATE CORP	47,710	57,837
650 SHS AIG INC	50,244	47,320
2,550 SHS AT&T INC	43,803	58,064
700 SHS BAE SYSTEMS PLC	46,417	40,012
700 SHS EQUITY LIFESTYLE PPTYS INC	46,900	46,620
362 SHS EVERUS CONSTRUCTION GROUP	14,045	23,801
450 SHS EXPAND ENERGY CORP.	40,490	44,798
406 SHS EXXON MOBIL CORP	39,302	43,673
250 SHS IBM	45,969	54,958
800 SHS NOBLE CORP.	35,571	25,120
600 SHS PUBLIC SVC ENTERPRISE GROUP	45,761	50,694
408 SHS SOUTHERN COPPER CORP.	32,664	37,181
1,300 SHS UGI CORP.	37,597	36,699

- TIN:

TY 2024 OtherExpensesSchedule

Name:

THE OBERNAUER FOUNDATION INC

EIN:

95-6149147

Description	Revenue and Expenses per Books	Net Investment Income
BROOKFIELD INFRASTRUCTURE	453	453
NEW YORK DEPARTMENT OF LAW	250	250
ALM - NY LAW JOURNAL	170	170

- TIN:

TY 2024 OtherIncomeSchedule2

Name:

THE OBERNAUER FOUNDATION INC

EIN:

95-6149147

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
OTHER	297	297	297

- TIN:

TY 2024 OtherIncreasesSchedule

Name:

THE OBERNAUER FOUNDATION INC

EIN:

95-6149147

Description	Amount
BOOK TO TAX DIFFERENCES	904

- TIN:

TY 2024 OtherProfessionalFeesSchedule

Name:

THE OBERNAUER FOUNDATION INC

EIN:

95-6149147

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
CUSTODIAL FEES	51,903	51,903		0

- TIN:

TY 2024 TaxesSchedule

Name:

THE OBERNAUER FOUNDATION INC

EIN:

95-6149147

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAXES WITHHELD	1,134	1,134		0
FEDERAL INCOME TAX	4,333	0		0