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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 07-01-2024 , and ending 06-30-2025
Name of foundation
WALLACH FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)7348 SARIMENTO PLACE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DELRAY BEACH, FL33446
A Employer identification number

23-2494924
B Telephone number (see instructions)

(516) 902-6159
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$1,244,771J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 12,378
2 Check right arrow.............
3 Interest on savings and temporary cash investments 18,199 18,199  
4 Dividends and interest from securities... 27,274 27,274  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 104,411
b Gross sales price for all assets on line 6a 1,389,185
7 Capital gain net income (from Part IV, line 2)... 104,411
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).......      
12 Total. Add lines 1 through 11........ 162,262 149,884  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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
4,000 2,000   2,000
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
357 357    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
7,379 7,233   146
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 11,736 9,590   2,146
25 Contributions, gifts, grants paid....... 53,234 53,234
26 Total expenses and disbursements. Add lines 24 and 25 64,970 9,590   55,380
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 97,292
b Net investment income (if negative, enter -0-) 140,294
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 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............. 21,980    
2 Savings and temporary cash investments.........   60,491 60,491
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).......   Click to see attachment
List of Attached Documents:
// Content
7,331 		17,488
c Investments—corporate bonds (attach schedule)....... 1,042,541    
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)..........   Click to see attachment
List of Attached Documents:
// Content
1,081,469 		1,166,792
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,064,521 1,149,291 1,244,771
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 12,378  
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
144 		 
23 Total liabilities (add lines 17 through 22)......... 12,522 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 1,051,999 1,149,291
29 Total net assets or fund balances (see instructions)..... 1,051,999 1,149,291
30 Total liabilities and net assets/fund balances (see instructions). 1,064,521 1,149,291
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
1,051,999
2
Enter amount from Part I, line 27a .....................
2
97,292
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,149,291
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,149,291
Form 990-PF (2024)
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 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 100K US TSY BILL 00000 P 2023-07-19 2024-07-11
b 36K US TSY BOND 3750 P 2022-12-28 2024-09-12
c 64K US TSY BOND 3750 P 2024-01-19 2024-09-12
d 70K US TSY NOTE 4625 P 2023-07-19 2024-10-07
e 391.049 AMG YACKTMAN I P 2022-04-18 2025-01-10
197.616 AMG YACKTMAN I P 2022-04-18 2025-01-10
57.534 AMG YACKTMAN I P 2022-04-18 2025-01-10
12.027 AMG YACKTMAN I P 2022-04-18 2025-01-10
392.962 ANGEL OAK MULTI STRAT INC I P 2020-06-23 2025-01-10
15.065 ANGEL OAK MULTI STRAT INC I P 2020-06-23 2025-01-10
15.68 ANGEL OAK MULTI STRAT INC I P 2021-08-10 2025-01-10
10.24 ANGEL OAK MULTI STRAT INC I P 2021-08-10 2025-01-10
33.343 ANGEL OAK MULTI STRAT INC I P 2022-02-28 2025-01-10
8 BERKSHIRE HATHAWAY CL-B NEW P 2019-08-12 2025-01-10
37 BERKSHIRE HATHAWAY CL-B NEW P 2020-04-16 2025-01-10
68 SPDR S&P 500 ETF TRUST P 2015-03-10 2025-01-10
10 SPDR S&P 500 ETF TRUST P 2016-01-19 2025-01-10
35K US TSY NOTE 3250 P 2022-09-23 2025-01-10
25K US TSY NOTE 3250 P 2023-12-08 2025-01-10
130K US TSY NOTE 4625 P 2023-07-19 2025-01-10
15.973 VIRTUS KAR SM MD CP CORE I P 2021-12-22 2025-01-10
11.53 VIRTUS KAR SM MD CP CORE I P 2021-12-22 2025-01-10
1088.784 VIRTUS KAR SM MD CP CORE I P 2023-12-08 2025-01-10
569 JANUS HENDERSON AAA CLO ETF P 2024-07-02 2025-01-10
619 JANUS HENDERSON AAA CLO ETF P 2024-09-23 2025-01-10
100K US TSY BILL 00000 P 2024-07-16 2025-01-09
40K US TSY NOTE 3250 P 2024-01-19 2025-01-10
207 VANECK GOLD MINERS ETF P 2024-06-20 2025-01-10
110 VANECK JUNIOR GOLD MINERS ET P 2024-07-02 2025-01-10
540 VANECK RARE EARTH/STRATEGIC P 2024-07-02 2025-01-10
12.21 VIRTUS KAR SM MD CP CORE P 2024-12-18 2025-01-10
6.467 VIRTUS KAR SM MD CP CORE P 2024-12-18 2025-01-10
197.615 AMG YACKTMAN I P 2022-03-24 2025-03-14
57.534 AMG YACKTMAN I P 2022-03-24 2025-03-14
12.026 AMG YACKTMAN I P 2022-03-24 2025-03-14
385.519 AMG YACKTMAN I P 2022-04-18 2025-03-14
15.065 ANGEL OAK MULTI STRAT INC I P 2020-06-13 2025-03-14
27.628 ANGEL OAK MULTI STRAT INC I P 2020-06-23 2025-03-14
63.146 ANGEL OAK MULTI STRAT INC I P 2020-07-14 2025-03-14
10.24 ANGEL OAK MULTI STRAT INC I P 2021-07-27 2025-03-14
15.68 ANGEL OAK MULTI STRAT INC I P 2021-07-31 2025-03-14
30.114 ANGEL OAK MULTI STRAT INC I P 2022-02-18 2025-03-14
3.229 ANGEL OAK MULTI STRAT INC I P 2022-02-18 2025-03-14
4 BERKSHIRE HATHAWAY CL-B NEW P 2020-04-16 2025-03-14
430 FT NORTH AMERICAN ENERGY INFRA P 2018-04-09 2025-03-14
375 FT NORTH AMERICAN ENERGY INFRA P 2018-12-24 2025-03-14
30 FT NORTH AMERICAN ENERGY INFRA P 2019-09-25 2025-03-14
325 FT NORTH AMERICAN ENERGY INFRA P 2019-12-03 2025-03-14
525 FT NORTH AMERICAN ENERGY INFRA P 2020-04-16 2025-03-14
522.544 HARDING LOEVNER INTL EQTY INST P 2022-04-18 2025-03-14
604.783 VANECK GLOBAL RESOURCES Y P 2022-10-27 2025-03-04
16.356 VANECK GLOBAL RESOURCES Y P 2022-12-21 2025-03-04
15.905 VANECK GLOBAL RESOURCES Y P 2023-12-20 2025-03-04
37.835 LOOMIS SAYLES INVST GRADE BD Y P 2024-09-23 2025-03-14
31.606 LOOMIS SAYLES INVST GRADE BD Y P 2024-09-23 2025-03-14
52 PACER US CASH COWS 100 ETF P 2025-01-10 2025-03-14
20.346 VANECK GLOBAL RESOURCES Y P 2024-12-18 2025-03-14
210.259 VANECK GLOBAL RESOURCES Y P 2025-01-10 2025-03-14
717 VANECK GOLD MINERS ETF P 2024-06-20 2025-03-14
234 VANECK JUNIOR GOLD MINERS ET P 2024-07-02 2025-03-14
439 VICTORYSHARES SHORT-TERM BON P 2025-01-10 2025-03-14
88K US TSY NOTE 4625 P 2025-01-10 2025-04-30
8.253 AMG YACKTMAN I P 2022-04-18 2025-05-07
1049.328 ANGEL OAK MULTI STRAT INC I P 2020-06-23 2025-05-07
14.297 ANGEL OAK MULTI STRAT INC I P 2020-06-30 2025-05-07
0.768 ANGEL OAK MULTI STRAT INC I P 2020-06-30 2025-05-07
43.66 ANGEL OAK MULTI STRAT INC I P 2020-07-31 2025-05-07
10.24 ANGEL OAK MULTI STRAT INC I P 2021-07-13 2025-05-07
15.68 ANGEL OAK MULTI STRAT INC I P 2021-07-17 2025-05-07
30.112 ANGEL OAK MULTI STRAT INC I P 2022-02-04 2025-05-07
3.231 ANGEL OAK MULTI STRAT INC I P 2022-03-07 2025-05-07
172.254 ANGEL OAK MULTI STRAT INC I P 2020-06-23 2025-05-08
0.771 ANGEL OAK MULTI STRAT INC I P 2020-06-23 2025-05-08
10.24 ANGEL OAK MULTI STRAT INC I P 2021-07-06 2025-05-08
15.68 ANGEL OAK MULTI STRAT INC I P 2021-07-10 2025-05-08
30.112 ANGEL OAK MULTI STRAT INC I P 2022-01-28 2025-05-08
3.231 ANGEL OAK MULTI STRAT INC I P 2022-02-28 2025-05-08
71.597 HARDING LOEVNER INTL EQTY INST P 2022-04-18 2025-05-07
2275.4 AXON IC STRATEGIC INCOME I P 2025-01-10 2025-05-14
23.8 AXON IC STRATEGIC INCOME I P 2025-01-31 2025-05-14
37.017 AXON IC STRATEGIC INCOME I P 2025-02-28 2025-05-14
41.427 AXON IC STRATEGIC INCOME I P 2025-03-31 2025-05-14
40.263 AXON IC STRATEGIC INCOME I P 2025-04-30 2025-05-14
5159.349 AXON IC STRATEGIC INCOME I P 2025-01-10 2025-05-19
63 GLOBAL X URANIUM ETF P 2025-01-10 2025-05-07
159.66 KOPERNIK GLB ALL CAP INSTL P 2025-03-14 2025-05-07
37.841 LOOMIS SAYLES INVST GRADE BD Y P 2024-09-09 2025-05-07
896.694 LOOMIS SAYLES INVST GRADE BD Y P 2024-09-23 2025-05-07
38.119 LOOMIS SAYLES INVST GRADE BD Y P 2024-09-23 2025-05-07
4.309 LOOMIS SAYLES INVST GRADE BD Y P 2024-09-23 2025-05-07
386 US TREASURY 2YR NOTE ETF P 2025-01-10 2025-05-19
27 US TREASURY 2YR NOTE ETF P 2025-03-14 2025-05-19
15 US TREASURY 2YR NOTE ETF P 2025-05-07 2025-05-19
94 VANECK GOLD MINERS ETF P 2024-06-20 2025-05-07
26 VANECK JUNIOR GOLD MINERS ET P 2024-07-02 2025-05-07
16.654 VIRTUS KAR SM MD CP CORE I P 2025-03-14 2025-05-07
32.117 AMG YACKTMAN I P 2022-04-18 2025-06-11
684.18 ANGEL OAK MULTI STRAT INC I P 2020-06-23 2025-06-11
14.294 ANGEL OAK MULTI STRAT INC I P 2020-07-23 2025-06-11
43.232 ANGEL OAK MULTI STRAT INC I P 2020-08-23 2025-06-11
13.168 HARDING LOEVNER INTL EQTY INST P 2022-04-18 2025-06-11
7 CAPITAL GROUP INTL FOCUS ETY P 2025-03-14 2025-06-11
150 GLOBAL X URANIUM ETF P 2025-01-10 2025-06-11
262 ISHARES 20+ YR TREASU BOND ETF P 2025-05-07 2025-06-11
208.803 KOPERNIK GLB ALL CAP INSTL P 2025-03-14 2025-06-11
33.488 LOOMIS SAYLES INVST GRADE BD Y P 2024-08-31 2025-06-11
4.353 LOOMIS SAYLES INVST GRADE BD Y P 2024-08-31 2025-06-11
4.308 LOOMIS SAYLES INVST GRADE BD Y P 2024-09-14 2025-06-11
892.647 LOOMIS SAYLES INVST GRADE BD Y P 2024-09-23 2025-06-11
33.646 OAKMARK INTERNATIONAL INST P 2025-05-07 2025-06-11
16 PACER US CASH COWS 100 ETF P 2025-01-10 2025-06-11
31.594 POLEN GROWTH INSTITUTIONAL P 2024-12-04 2025-06-11
1750 SPROTT PLATINUM/PALLADIUM ETF P 2025-03-27 2025-06-11
453 US TREASURY 2YR NOTE ETF P 2025-01-10 2025-06-11
0.514 VIRTUS KAR SM MD CP CORE I P 2025-03-14 2025-06-11
26.692 W S MLP & ENERGY INFRA INST P 2025-03-14 2025-06-11
53K US TSY NOTE 3000 P 2023-12-08 2024-07-01
27K US TSY NOTE 3000 P 2001-01-01 2024-07-01
Capital Gain Dividends      
(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 100,000   95,014 4,986
b 35,319   34,560 759
c 62,790   58,690 4,100
d 70,120   69,817 303
e 8,740   9,319 -579
4,417   4,709 -292
1,286   1,371 -85
269   287 -18
3,364   3,965 -601
129   152 -23
134   162 -28
88   106 -18
285   337 -52
3,532   1,580 1,952
16,333   6,909 9,424
39,370   14,000 25,370
5,790   1,896 3,894
34,079   33,821 258
24,342   24,092 250
130,223   129,660 563
322   310 12
233   224 9
21,961   18,978 2,983
28,894   28,810 84
31,433   31,470 -37
100,000   97,565 2,435
38,947   38,878 69
7,456   7,196 260
4,993   4,614 379
21,605   23,150 -1,545
246   250 -4
130   133 -3
4,436   4,828 -392
1,292   1,406 -114
270   294 -24
8,655   9,187 -532
130   152 -22
239   279 -40
547   639 -92
89   106 -17
136   163 -27
261   305 -44
28   33 -5
2,038   747 1,291
15,836   8,741 7,095
13,811   7,340 6,471
1,105   746 359
11,969   7,677 4,292
19,335   9,661 9,674
13,748   13,487 261
22,734   26,828 -4,094
615   700 -85
598   618 -20
372   385 -13
310   321 -11
2,814   2,935 -121
765   747 18
7,904   7,988 -84
31,246   24,927 6,319
12,851   9,815 3,036
22,144   21,993 151
91,479   88,066 3,413
186   197 -11
9,045   10,588 -1,543
123   145 -22
7   8 -1
376   442 -66
88   107 -19
135   163 -28
260   306 -46
28   33 -5
1,483   1,738 -255
7   8 -1
88   107 -19
135   164 -29
259   307 -48
28   33 -5
1,936   1,848 88
20,274   20,228 46
212   213 -1
330   332 -2
369   371 -2
359   361 -2
46,021   45,867 154
1,681   1,712 -31
2,106   1,997 109
369   388 -19
8,743   9,119 -376
372   388 -16
42   44 -2
18,634   18,522 112
1,303   1,305 -2
724   726 -2
4,717   3,268 1,449
1,650   1,091 559
327   324 3
765   765  
5,898   6,903 -1,005
123   145 -22
373   437 -64
371   340 31
189   179 10
5,394   4,076 1,318
22,496   23,024 -528
3,013   2,612 401
327   344 -17
43   45 -2
42   44 -2
8,721   9,078 -357
1,013   947 66
885   903 -18
1,502   1,542 -40
20,635   17,115 3,520
21,855   21,737 118
10   10  
277   280 -3
53,000   52,352 648
27,000   26,307 693
      8,249
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       4,986
b       759
c       4,100
d       303
e       -579
      -292
      -85
      -18
      -601
      -23
      -28
      -18
      -52
      1,952
      9,424
      25,370
      3,894
      258
      250
      563
      12
      9
      2,983
      84
      -37
      2,435
      69
      260
      379
      -1,545
      -4
      -3
      -392
      -114
      -24
      -532
      -22
      -40
      -92
      -17
      -27
      -44
      -5
      1,291
      7,095
      6,471
      359
      4,292
      9,674
      261
      -4,094
      -85
      -20
      -13
      -11
      -121
      18
      -84
      6,319
      3,036
      151
      3,413
      -11
      -1,543
      -22
      -1
      -66
      -19
      -28
      -46
      -5
      -255
      -1
      -19
      -29
      -48
      -5
      88
      46
      -1
      -2
      -2
      -2
      154
      -31
      109
      -19
      -376
      -16
      -2
      112
      -2
      -2
      1,449
      559
      3
       
      -1,005
      -22
      -64
      31
      10
      1,318
      -528
      401
      -17
      -2
      -2
      -357
      66
      -18
      -40
      3,520
      118
       
      -3
      648
      693
       
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 2 104,411
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 30,523
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 1,950
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 1,950
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,950
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
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 19
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 1,969
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
 
No
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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowMICHAEL WALLACH Telephone no.right arrow (516) 902-6159

Located atright arrow7348 SARIMENTO PLACEDELRAY BEACHFL ZIP+4right arrow33446
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 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)
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
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 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.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
MICHAEL C WALLACH Trustee
1.00 		0    
7348 SARIMENTO PLACE
DELRAY BEACH,FL33446
EILEEN D WALLACH Trustee
1.00 		0    
235 OLD MILL DAM ROAD
KINGSTON SPRINGS,TN37082
BENJAMIN WALLACH Trustee
1.00 		0    
29 WEST BRANCH
WESTON,CT06883
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  
Form 990-PF (2024)
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)
Form 990-PF (2024)
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
1,137,354
b
Average of monthly cash balances.......................
1b
53,726
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,191,080
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
 
3
Subtract line 2 from line 1d.........................
3
1,191,080
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
17,866
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,173,214
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
58,661
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
58,661
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,950
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,950
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
56,711
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
56,711
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
56,711
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
55,380
b
Program-related investments—total from Part VIII-B..................
1b
 
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
55,380
Form 990-PF (2024)
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 56,711
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 27,835
b From 2020......  
c From 2021...... 484
d From 2022...... 20,791
e From 2023...... 42,439
f Total of lines 3a through e ........ 91,549
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 55,380
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 55,380
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024. 1,331 1,331
(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 90,218
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		26,504
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		63,714
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021.... 484
c Excess from 2022.... 20,791
d Excess from 2023.... 42,439
e Excess from 2024....  
Form 990-PF (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 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
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)
aPaid during the year
TEMPLE ISRAEL WESTPORT


14 COLEYTOWN RD
WESTPORT,CT06880 		N/A PF UNRESTRICTED GRANT IN SUPPORT OF THE JEWISH RELIGION 3,734
YOUR HEART ON ART


265 WHITE BRIDGE PIKE STE C
NASHVILLE,TN37209 		N/A PC UNRESTRICTED GRANT IN SUPPORT OF THERAPY THROUGH ARTISTIC EXPRESSION 9,300
ISRAEL DEFENSE FORCES


PO BOX 4224
NEW YORK,NY10163 		N/A GOV UNRESTRICTED DONATION IN SUPPORT OF THE ISRAELI MILITARY AND THE PRESERVATION OF ISRAEL 1,800
AMERICAN FRIENDS YAD ELIEZER


410 GLENN ROAD
JACKSON,NJ08527 		N/A PC UNRESTRICTED GRANT IN SUPPORT OF COMBATING POVERTY 10,000
THE JBI LIBRARY


110 E 30TH ST
NEW YORK,NY10016 		N/A PC UNRESTRICTED GRANT IN SUPPORT OF PROVIDING THE DISABLED WITH ACCESSIBLE FORMS OF MEDIA 1,800
LOWER MERION SYNAGOGUE


123 OLD LANCASTER ROAD
BALA CYNWYD,PA19004 		N/A PF UNRESTRICTED GRANT IN SUPPORT OF THE JEWISH RELIGION 1,800
AUSCHWITZ BIRKENAU MEMORIAL FUND


483 TENTH AVENUE SUITE 425
NEW YORK,NY10018 		N/A PC UNRESTRICTED GRANT FOR THE PRESERVATION OF HOLOCAUST HISTORY 1,800
JEWISH FARMERS NETWORK


20 KIRSTEIN ROAD
FAIRVIEW,NC28730 		N/A PC UNRESTRICTED GRANT IN SUPPORT OF JEWISH FARMERS 1,800
THE JEWISH LEARNING EXPERIENCE


116 TRAFALGAR ST
TEANECK,NJ07666 		N/A PC UNRESTRICTED GRANT IN SUPPORT OF EDUCATING PEOPLE ON THE JEWISH RELIGION 5,000
CHABAD NASHVILLE


95 BELLEVUE ROAD
NASHVILLE,TN37221 		N/A PF UNRESTRICTED GRANT IN SUPPORT OF THE JEWISH RELIGION 1,800
MAZON A JEWISH RESPONSE TO HUNGER


15303 VENTURA BLVD STE 1100
SHERMAN OAKS,CA91403 		N/A PC UNRESTRICTED GRANT IN SUPPORT OF COMBATING HUNGER OF THE LESS FORTUNATE 1,800
ONE FAMILY FUND


1029 TEANECK RD STE 3B
TEANECK,NJ07666 		N/A PC UNRESTRICTED GRANT IN SUPPORT OF THE VICTIMS OF CONFLICTS IN ISRAEL 1,800
JEWISH FAMILY SERVICES


801 PERCY WARNER BLVD STE 103
NASHVILLE,TN37205 		N/A PC UNRESTRICTED GRANT IN SUPPORT OF PROVIDING A BETTER LIFE TO THE LESS FORTUNATE 1,800
BELEV ECHAD


1766 2ND AVE
NEW YORK,NY10128 		N/A PC UNRESTRICTED GRANT IN SUPPORT OF WOUNDED IDF SOLDIERS 1,800
ELEM YOUTH IN DISTRESS IN ISRASEL


121 W 36TH ST 329
NEW YORK,NY10018 		N/A PC UNRESTRICTED GRANT IN SUPPORT OF PROVIDING MENTAL HEALTH AID TO AT RISK YOUTH IN ISRAEL 1,800
HAPPINESS IS CAMPING


62 SUNSET LAKE ROAD
HARDWICK TOWNSHIP,NJ07825 		N/A PC UNRESTRICTED GRANT IN SUPPORT OF HOSTING OVERNIGHT CAMPS FOR KIDS WITH CANCER 1,800
AMERICAN FRIENDS OF NATAL


1120 6TH AVE 4TH FLOOR
NEW YORK,NY10036 		N/A PC UNRESTRICTED GRANT IN SUPPORT OF PROVIDING SERVICES TO ISRAELIS WITH PTSD 3,600
Total .................................right arrow 3a 53,234
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
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
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 18,199  
4 Dividends and interest from securities ....     14 27,274  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 104,411  
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) ..   149,884  
13Total. Add line 12, columns (b), (d), and (e)..................
13
149,884
(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 (2024)
Form 990-PF (2024)
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
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Form 990-PF (2024)
Additional Data


Software ID: 24020490
Software Version: 2024v5.2


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
WALLACH FOUNDATION
EIN:
23-2494924
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
SAVRAN BENSON LLP 4,000 2,000 0 2,000

TY 2024 InvestmentsCorpStockSchedule
Name:
WALLACH FOUNDATION
EIN:
23-2494924
Software ID:
24020490
Software Version:
2024v5.2
Name of Stock End of Year Book Value End of Year Fair Market Value
BERKSHIRE HATHAWAY CL-B NEW CBRK'B) 7,331 17,488

TY 2024 InvestmentsOtherSchedule2
Name:
WALLACH FOUNDATION
EIN:
23-2494924
Software ID:
24020490
Software Version:
2024v5.2
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
CAPITAL GROUP INTL FOCUS ETY AT COST 30,852 32,719
FIRSTTRUST GBL TACTICAL STG F AT COST 41,373 40,977
GLOBAL X URANIUM ETF AT COST 12,711 19,095
INVESCO S&P 500 EQUAL WEIGHT E AT COST 45,345 47,616
ISHARES 20+ YR TREASU BOND ETF AT COST 59,645 60,804
PACER US CASH COWS 100 ETF AT COST 42,069 41,215
US TREASURY 10 YR NOTE ETF AT COST 41,193 42,188
US TREASURY 2YR NOTE ETF AT COST 58,830 59,510
VANECK GOLD MINERS ETF AT COST 26,712 38,785
VANECK JUNIOR GOLD MINERS ET AT COST 9,957 14,532
VANECK NATURAL RESOURCES ETF AT COST 38,201 41,460
VANECK RARE EARTH/STRATEGIC AT COST 11,822 11,890
AMG YACKTMAN I AT COST 40,847 41,799
ANGEL OAK MULTI STRAT INC I AT COST 104,730 95,367
GUGGENHEIM TOTAL RETURN BD I AT COST 83,527 84,046
HARDING LOEVNER INTL EQTY INST AT COST 52,161 59,176
KOPERNIK GLB ALL CAP INSTL AT COST 48,649 61,228
LOOMIS SAYLES INVST GRADE BOY AT COST 84,373 84,138
OAKMARK INTERNATIONAL INST AT COST 30,438 32,784
POLEN GROWTH INSTITUTIONAL AT COST 29,871 41,746
PRINCIPAL SPC PRF&CP SEC INC I AT COST 52,952 53,663
VIRTUS KAR SM MD CP CORE I AT COST 44,476 71,430
VIRTUS KAR SMALL-CAP GROWTH I AT COST 30,392 29,718
W S MLP & ENERGY INFRA INST AT COST 60,343 60,906

TY 2024 OtherExpensesSchedule
Name:
WALLACH FOUNDATION
EIN:
23-2494924
Software ID:
24020490
Software Version:
2024v5.2
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVISORY FEES 7,786 7,786    
BASIS ADJUSTMENT -553 -553    
POSTAGE 146     146


TY 2024 TaxesSchedule
Name:
WALLACH FOUNDATION
EIN:
23-2494924
Software ID:
24020490
Software Version:
2024v5.2
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 357 357