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 01-01-2024 , and ending 12-31-2024
Name of foundation
HENRY&ANNE REICH FAMILY FOUNDATION
C/O BART RUBENSTEIN
Number and street (or P.O. box number if mail is not delivered to street address)4819 DORSEY AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHEVY CHASE, MD20815
A Employer identification number

52-1308578
B Telephone number (see instructions)

(415) 846-4732
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$3,480,900J 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) 139,122
2 Check right arrow.............
3 Interest on savings and temporary cash investments 29,255 29,255 29,255
4 Dividends and interest from securities... 66,758 66,758 66,758
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
41,226
b Gross sales price for all assets on line 6a 1,016,133
7 Capital gain net income (from Part IV, line 2)... 7,465
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........ 276,361 103,478 96,013
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
3,300 3,300    
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
31,081 31,081    
17 Interest............... 19 19    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
11,667 11,667    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 46,067 46,067   0
25 Contributions, gifts, grants paid....... 160,416 160,416
26 Total expenses and disbursements. Add lines 24 and 25 206,483 46,067   160,416
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 69,878
b Net investment income (if negative, enter -0-) 57,411
c Adjusted net income (if negative, enter -0-)... 96,013
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............. 2,041,999 123,800 123,800
2 Savings and temporary cash investments.........   127,485 127,485
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..........   6,500 6,500
10a Investments—U.S. and state government obligations (attach schedule)   734,487 745,596
b Investments—corporate stock (attach schedule)....... 758,092 Click to see attachment
List of Attached Documents:
// Content
1,934,925 		2,344,698
c Investments—corporate bonds (attach schedule)....... 115,519 Click to see attachment
List of Attached Documents:
// Content
57,959 		57,821
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)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
75,000 		Click to see attachment
List of Attached Documents:
// Content
75,000 		Click to see attachment
List of Attached Documents:
// Content
75,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,990,610 3,060,156 3,480,900
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
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 2,990,610 3,060,156
29 Total net assets or fund balances (see instructions)..... 2,990,610 3,060,156
30 Total liabilities and net assets/fund balances (see instructions). 2,990,610 3,060,156
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
2,990,610
2
Enter amount from Part I, line 27a .....................
2
69,878
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
3,060,488
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
332
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,060,156
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.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 7,465
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 798
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........................... 3 798
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- ..... 5 798
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 18
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 816
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 arrow   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
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowDC
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 arrowBETH RUBENSTEIN Telephone no.right arrow (415) 846-4732

Located atright arrow451 29TH STSAN FRABCISCOCA ZIP+4right arrow94131
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
 
 
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
 
 
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
LEE RUBENSTEIN CO-PRESIDENT
000.00 		0 0 0
451 29TH ST
SAN FRANCISCO,CA94131
HILARY REICH CO-PRESIDENT
000.00 		0 0 0
451 29TH ST
SAN FRANCISCO,CA94131
LISA REICH DIRECTOR
000.00 		0 0 0
45 29TH ST
SAB FRANCISCO,CA94131
BETH RUBENSTEIN SEC'Y/TREASU
000.00 		0 0 0
451 29TH ST
SAN FRABCISCO,CA94131
BARTON RUBENSTEIN DIRECTOR
000.00 		0 0 0
451 29TH ST
SAN FRANCSICO,CA94131
AMY RUBENSTEIN DIRECTOR
000.00 		0 0 0
451 29TH STREET
SAN FRANCISCO,CA94131
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 N/A  
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
0
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
0
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
0
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
0
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
0
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
0
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
 
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
798
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
798
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
 
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
 
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
0
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
160,416
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
160,416
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 0
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 18,236
b Total for prior years:20 , 20, 20  
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 ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 160,416
a Applied to 2023, but not more than line 2a 18,236
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount.....  
e Remaining amount distributed out of corpus 142,180
5 Excess distributions carryover applied to 2024.    
(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 5 142,180
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) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		142,180
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.... 142,180
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 e-mail address of the person to whom applications should be addressed:
HILARY REICH
600 NEW HAMPSHIRE AVE 610
WASHINGTON,DC20037
(202) 337-3700
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

ACT OF CONNECTICUT
ACT OF CONNECTICUT
36 OLD QUARRY RD
36 OLD QUARRY RD
RIDGEFIELD,CT06877 		    TO PROVIDE ASSISTANCE TO A 501C3 1,000

ADAS ISRAEL CONGREGATION
ADAS ISRAEL CONGREGATION
2850 QUEBEC ST NW
2850 QUEBEC ST NW
WASHINGTON,DC20008 		    TO PROVIDE ASSISTANCE TO A 501C3 ORG 3,080

AMERICA-ISRAEL DEMOCRACY COALITION
AMERICA-ISRAEL DEMOCRACY COALITION
543 FOXGLOVE LA
543 FOXGLOVE LA
WYNNEWOOD,PA19096 		    TO PROVIDE ASSISTANCE TO A 501C3 5,000

ARENA STAGE
ARENA STAGE
1101 SIXTH ST SW
1101 SIXTH ST SW
WASHINGTON,DC20024 		    TO PROVIDE ASSISTANCE TO A 501C3 ORG 3,000

AUDOBAN SOCIETY
AUDOBAN SOCIETY
225 VARICK ST
225 VARICK ST
NEW YORK,NY10015 		    TO PROVIDE ASSISTANCE TO A 501C3 2,400

BARNARD COLLEGE
BARNARD COLLEGE
3009 BROADWAY
3009 BORADWAY
NEW YORK,NY10027 		    TO PROVIDE ASSISTANCE TO A 501C3 1,000

BECHOL LASHAN
BECHOL LASHAN
657 14TH AVE
657 14TH AVE
SAN FRANCISCO,CA94118 		    TO PROVIDE ASSISTANCE TO A 501C3 250

CAMP TAWANGA
CAMP TAWANGA
113 STEUART ST STE 460
113 STEUART ST STE 460
SAN FRANCOSCO,CA94106 		    TO PROVIDE ASSISTANCE TO A 501C3 250

CLIENT EARTH
CLIENT EARTH
401 PARK AVE S FL 10
401 PARK AVE S FL 10
NEW YORK,NY10016 		    TO PROVIDE ASSISTANCE TO A 501C3 5,000

DEMOCRACY
DEMOCRACY
PO BOX 34607
PO BOX 34607
WASHINGTON,DC20043 		    TO PROVIDE ASSISTANCE TOA 501C3 250

EDCJCC
EDCJCC
1529 16TH ST NW
1529 16TH ST NW
WASHINGTON,DC20036 		    TO PROVIDE ASSISTANCE TO A 501C3 ORG 7,000

ENDANGERED RHINO CONSERV
ENDANGERED RHINO CONSERV
2119 BRUN ST
2119 BRUN ST
HOUSTON,TX77019 		    TO PROVIDE ASSISTANCE TO A 501C3 1,500

EQUAL JUSTICE INITIATIVE
EQUAL JUSTICE INITIATIVE
122 COMMERCE ST
122 COMMERCE ST
MONTOMERY,AL36104 		    TO PROVIDE ASSISTANCE TO A 501C3 ORG 500

FEED AMERICA
FEED AMERICA
161N CLARK ST
161N CLARK ST
CHICAGO,IL60601 		    TO PROVIDE ASSISTANCE TOA 501C3 2,500

FRACTURED ATLAS
FRACTURED ATLAS
228 PARK AVE S 56651
228 PARK AVE S 56651
NEW YORK,NY10003 		    TO PROVIDE ASSISTANCE TO A 501C3 1,086

GREATER GOODTHE BEES
GREATER GOOD THE BEES
PO BOX 278656
PO BOX 278656
SACRAMENTO,CA95827 		    TO PROVIDE ASSISTANCE TO A 501C3 3,000

JEWISH FEDERATION OF WASHINGTON DC
JEWISH FEDERATION OF WASHINGTON
6101 EXECUTIVE BLVD 100
6101 EXECUTIVE BLVD 100
ROCKVILLE,MD20852 		    TO PROVIDE ASSISTANCE TO A 501C3 ORG 1,000

KALW
KALW
220 MONTGOMERY ST
220 MONTGOMERY ST
SAN FRANCISCO,CA94104 		    TO PROVIDE ASSISTANCE TO A 501C3 1,000

KCSM
KCSM
PO BOX 249
PO BOX 249
GLENNALIEN,AK99588 		    TO PROVIDE ASSISTANCE TO A 501C3 250

KEXP
KEXP
472 1ST AVE N
472 1ST AVE N
SEATTLE,WA98109 		    TO PROVIDE ASSISTANCE TTO A 501C3 250

KPOO
KPOO
1329 DIVISADERO ST
1329 DIVISADERO ST
SAN FRANCISCO,CA94115 		    TO PROVIDE ASSISTANCE TO A 501C3 250

MAESTRA MUSIC
MAESTRA MUSIC
215 W 104TH ST
215 W 104TH ST
NEW YORK,NY10025 		    TO PROVIDE ASSISTANCE TO A 501C3 1,000

MARINE MAMMAL CTR TEACHING
MARINE MAMMAL CTR TEACHING
2000 BUNKER RD
2000 BUNKER RD
SAUSALITO,CA94965 		    TO PROVIDE ASSISTANCE TO A 501C3 5,000

MCGILL UNIVERSITY
MCGILL UNIVERSITY
550 SHEREBROOK ST WEST
550 SHEREBROOK ST W
MONTREAL,QUEBEC CITY  
CA 		    TO PROVIDE ASSISTANCE TO A 501C3 ORG 500

MET
MET
1000 5TH AVE
1000 5TH AVE
NEW YORK,NY10028 		    O PROVIDE ASSISTANCE TO A 501C3 2,500

MISSION LOCAL
MISSION LOCAL
2489 MISSION ST 22
2489 MISSION ST 22
SAN FRANCISCO,CA94110 		    TO PROVIDE ASSISTANCE TO A 501C3 250

MOTHER EARTH PROJECT
MOTHER EARTH PROJECT
4819 DORSET AVE
4819 DORSET AVE
CHEVY CHASE,MD20815 		    TO PROVIDE ASSISTANCE TO A 501C3 ORG 37,000

NATIONAL GALLERY OF ART
NATIONAL GALLERY OF ART
6TH AND CONSTITUTION AVE
6TH AND CONSTITUTION AVE
WASHINGTON,DC20565 		    TO PROVIDE ASSISTANCE TO A 501C3 ORG 2,000

NATIONAL SYMPHONY
NATIONAL SYMPHONY
2700 F ST NW
2700 F ST NW
WASHINGTON,DC20566 		    TO PROVIDE ASSISTANCE TO A 501C3 ORG 2,500

NY TIMES NEEDIEST
NY TIMES NEEDIEST
620 8TH AVE
620 8TH AVE
NEW YORK,NY10018 		    TO PROVIDE ASSISTANCE TO A 501C3 3,000

ONE FAMILY
ONE FAMILY
50 MILK ST
50 MILK ST
BOSTON,MA02109 		    TO PROVIDE ASSISTANCE TO A 501C3 5,000

PACT
PACT
1140 3RD ST NE STE 400
1140 3RD ST NW STE 400
WASHINGTON,DC20002 		    TO PROVIDE ASSISTANCE TO A 501C3 250

PEF ISRAEL ENDOWMENT FUNDS
PEF ISRAEL ENDOWMENT FUNDS
630 3RD AVE
630 3RD AVE
NEW YORK,NY10017 		    TO PROVIDE ASSISTANCE TO A 501C3 500

PEOPLE POWER MEDIA
PEOPLE POWER MEDIA
366 10TH AVE
366 10TH AVE
SAN FRANCISCO,CA94118 		    TO PROVIDE ASSISTANCE TOA 501C3 250

PLANNED PARENTHOOD
PLANNED PARENTHOOD
1522 BUSH ST
1522 BUSH ST
SAN FRANCISCO,CA94109 		    TO PROVIDE ASSISTANCE TO A 501C3 ORG 6,000

RAW DANCE
RAW DANCE
1446 MARKET ST
SAN FRANCISCO
SAN FRANCISCI,CA94102 		    TO PROVIDE ASSISTANCE FOR A 501C3 1,000

SEMILLAS DE AMOR
SEMILLAS DE AMOR
1113 ELDERBERRY CIRCLE
1113 ELDERBERRY CIRCLE
FOLSOM,CA95630 		    TO PROVIDE ASSISTANCE TO A 501C3 250

SISTER CITIES GIRLS CHOIR
SISTER CITIES GIRLS CHOIR
PO BOX 15277
PO BOX 15277
PHILADELPHIA,PA19125 		    TO PROVIDE ASSISTANCE TO A 501C3 ORG 1,500

SOWING GOOD SEEDS
SOWING GOOD SEEDS
1415 EAST MINERAL ST
1514 EAST MINERAL ST
BUTTE,MT59701 		    TO PROVIDE ASSISTANCE TO A 501C3 17,000

TEMPLE SINAI STAMFORD
TEMPLE SINAI STAMFORD
458 LAKESIDE DR
450 LAKESIDE DR
STAMFORD,CT06903 		    TO PROVIDE ASSISTANCE TO A 501C3 4,600

THE BAY JOURNAL
THE BAY JOURNAL
PO BOX 300
PO BOX 300
MAYO,MD21106 		    TO PROVIDE ASSISTANCE FOR A 501C3 500

THE HUMANE SOCIETY
THE HUMANE SOCIETY
306 E 59TH ST
306 E 59TH ST
NEW YORK,NY10022 		    TO PROVIDE ASSISTANCE TO A 501C3 5,000

THE WEBER SCHOOL
THE WEBER SCHOOL
6751 ROSWELL RD
6751 ROSWELL RD
SANDY SPRINGS,GA30328 		    TO PROVIDE ASSISTANCE TO A 501C3 1,000

VIVIENDASLEON
VIVIENDASLEON
1585 FOLSOM ST
1585 FOLSOM ST
SAN FRANCISCO,CA94103 		    TO PROVIDE ASSISTANCE TO A 501C3 ORG 21,000

WEST COAST CHILDREN
WEST COAST CHILDREN
3301 E 12TH ST
3301 E 12TH ST
OAKLAND,CA94601 		    TO PROVIDE ASSISTANCE TO A 501C3 250

WESTMINSTER INGLESIDE FDTN
WESTMINSTER INGLESIDE FDTN
2275 RESEARCG BLVD
2275 RESEARCH BLVD
ROCKVILLE,MD20850 		    TO PROVIDE ASSISTANCE TO A 501C3 ORG 3,000
Total .................................right arrow 3a 160,416
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 ........... 		        29,255
4 Dividends and interest from securities ....         66,758
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 ............ 		        41,226
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) ..     137,239
13Total. Add line 12, columns (b), (d), and (e)..................
13
137,239
(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
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
HENRY&ANNE REICH FAMILY FOUNDATION
C/O BART RUBENSTEIN
Employer identification number

52-1308578
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
HENRY&ANNE REICH FAMILY FOUNDATION
C/O BART RUBENSTEIN 		Employer identification number
52-1308578
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
THE ABE AND KATHRYN SELSKY FDTN INC
29 WELLESLEY CIRCLE
 
GLEN ECHO, MD20812

$ 139,122


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
HENRY&ANNE REICH FAMILY FOUNDATION
C/O BART RUBENSTEIN 		Employer identification number

52-1308578
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
HENRY&ANNE REICH FAMILY FOUNDATION
C/O BART RUBENSTEIN 		Employer identification number

52-1308578
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
HENRY&ANNE REICH FAMILY FOUNDATION
 
C/O BART RUBENSTEIN
EIN:
52-1308578
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INDIRECT ACCOUNTING FEES 3,300 3,300    

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TY 2024 GainLossSaleOtherAssetsSch
Name:
HENRY&ANNE REICH FAMILY FOUNDATION
 
C/O BART RUBENSTEIN
EIN:
52-1308578
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
BROADCOM 2024-01 PURCHASE 2024-06   8,416 6,101     2,315  
CAMDEN PPTY 2024-09 PURCHASE 2024-11   1,694 1,419     275  
CARDINAL HEALTH 2024-04 PURCHASE 2024-09   5,563 4,940     623  
EOG 2024-01 PURCHASE 2024-03   4,183 3,667     516  
LTONDELLBASELL 2024-04 PURCHASE 2024-12   5,613 7,158     -1,545  
MID AMER 2024-09 PURCHASE 2024-11   1,754 1,509     245  
MISC INDL DIRECT 2024-04 PURCHASE 2024-10   2,571 3,085     -514  
UPS 2024-01 PURCHASE 2024-04   1,562 1,750     -188  
BLACKROCK 2011-11 PURCHASE 2024-01   4,219 3,172     1,047  
BROADCOM 2013-04 PURCHASE 2024-06   22,655 4,400     18,255  
CAMDEN 2023-01 PURCHASE 2024-11   4,720 4,646     74  
CARDINAL 2023-03 PURCHASE 2024-08   8,546 4,613     3,933  
CLEARBRIDGE 2011-06 PURCHASE 2024-01   27,637 39,815     -12,178  
CLEARBRIDGE 2012-06 PURCHASE 2024-01   14,229 22,330     -8,101  
EOG 2023-01 PURCHASE 2024-03   14,313 13,238     1,075  
LYONDELLBASELL 2023-10 PURCHASE 2024-12   8,289 8,859     -570  
MID AMER 2023-01 PURCHASE 2024-11   4,465 4,524     -59  
MSC INDL 2023-04 PURCHASE 2024-10   3,151 3,379     -228  
TEXAS INSTRUMENTS 2018-11 PURCHASE 2024-06   8,551 4,206     4,345  
UPS 2023-01 PURCHASE 2024-04   4,969 6,090     -1,121  
GRANT PARK 2023-12 PURCHASE 2024-01   77 77        
DWS 2024-06 PURCHASE 2024-01   38 38        
BLACKROCK 2017-02 PURCHASE 2024-01   3,684 3,897     -213  
DWS 2022-12 PURCHASE 2024-01   7,537 9,008     -1,471  
GRANT PARK 2022-12 PURCHASE 2024-01   3,798 4,165     -367  
ISHARES 2022-04 PURCHASE 2024-01   3,941 3,910     31  
PACER US 2022-06 PURCHASE 2024-01   3,732 3,317     415  
SPDR BLOOMBERG 2022-11 PURCHASE 2024-01   3,502 3,459     43  
WISDOMTREE 2022-06 PURCHASE 2024-01   7,461 7,447     14  
ABBVIE 2023-12 PURCHASE 2024-03   1,250 1,074     176  
AMGEN 2024-01 PURCHASE 2024-08   2,859 2,503     356  
BCE 2024-07 PURCHASE 2024-12   5,610 8,513     -2,903  
BRITISH AMER TOBACCO 2024-07 PURCHASE 2024-11   3,427 2,835     592  
CDN 2024-01 PURCHASE 2024-12   964 677     287  
CONAGRA 2024-07 PURCHASE 2024-09   8,842 8,357     485  
CROWN CASTLE 2024-01 PURCHASE 2024-05   570 638     -68  
DOMINION 2024-01 PURCHASE 2024-11   8,875 7,028     1,847  
KIMBERLT CLARK 2024-01 PURCHASE 2024-09   8,387 7,491     896  
MEDTRONIC 2024-01 PURCHASE 2024-03   2,132 2,113     19  
MORGAN STANLEY 2024-08 PURCHASE 2024-12   5,671 4,291     1,380  
PAYCHEX 2024-01 PURCHASE 2024-04   4,710 4,701     9  
SOUTH BOW 2024-07 PURCHASE 2024-10   824 608     216  
UNILEVER 2024-01 PURCHASE 2024-04   3,475 3,563     -88  
WILLIAMS COS 2024-01 PURCHASE 2024-11   7,310 4,801     2,509  
ABBVIE 2021-09 PURCHASE 2024-03   5,579 2,502     3,077  
AMCOR 2022-04 PURCHASE 2024-09   2,074 2,209     -135  
AMER ELECTRIC 2022-11 PURCHASE 2024-08   2,813 2,452     361  
AMGEN 2023-07 PURCHASE 2024-08   5,042 3,833     1,209  
ATT 2022-06 PURCHASE 2024-10   4,309 4,312     -3  
BCE 2023-10 PURCHASE 2024-11   5,293 8,147     -2,854  
BRITISH AMER 2020-06 PURCHASE 2024-11   5,756 5,861     -105  
CDN 2023-10 PURCHASE 2024-12   5,376 3,829     1,547  
CONAGRA 2023-07 PURCHASE 2024-08   3,066 3,544     -478  
CROWM CASTLE 2022-02 PURCHASE 2024-05   5,409 7,397     -1,988  
DOMINION 2017-02 PURCHASE 2024-11   6,107 8,479     -2,372  
DUKE ENERGY 2013-06 PURCHASE 2024-09   8,702 5,820     2,882  
ENTERGY 2023-07 PURCHASE 2024-11   5,371 3,891     1,480  
GILEAD 2022-03 PURCHASE 2024-11   2,495 1,594     901  
HUNTINGTON BANC 2019-02 PURCHASE 2024-11   2,602 2,110     492  
KIMBERLY CLARK 2023-03 PURCHASE 2024-06   5,970 6,117     -147  
MEDTRONIC 2022-11 PURCHASE 2024-03   4,541 4,435     106  
PHILIP MORRIS 2022-08 PURCHASE 2024-10   11,096 8,086     3,010  
PNC 2022-04 PURCHASE 2024-12   2,768 2,342     426  
SOUTH BOW 2023-07 PURCHASE 2024-10   692 589     103  
SOUTHERN CO 2023-03 PURCHASE 2024-08   7,658 5,121     2,537  
TOTALENERGIES 2022-02 PURCHASE 2024-04   7,422 5,794     1,628  
UNILEVER 2023-04 PURCHASE 2024-04   2,225 2,078     147  
WILLIAMS 2023-07 PURCHASE 2024-09   9,425 5,944     3,481  
APPLE 2024-02 PURCHASE 2024-05   25,000 24,857     143  
BK OF AMER 2024-02 PURCHASE 2024-08   25,000 24,810     190  
US TREAS 2024-02 PURCHASE 2024-04   40,000 39,699     301  
US TREAS 2024-02 PURCHASE 2024-05   40,000 39,598     402  
US TREAS 2024-02 PURCHASE 2024-03   40,000 39,820     180  
US TREAS 2024-02 PURCHASE 2024-12   40,000 39,783     217  
US TREAS 2024-02 PURCHASE 2024-09   40,000 39,798     202  
US TREAS 2024-02 PURCHASE 2024-10   40,000 39,817     183  
WELLS FARGO 2023-04 PURCHASE 2024-01   5,000 4,957     43  
APPLE 2023-02 PURCHASE 2024-02   5,000 4,915     85  
BOSTON PROP 2023-01 PURCHASE 2024-02   5,000 4,934     66  
SPDR 2022-11 PURCHASE 2024-01   13,864 13,684     180  
US TREAS 2023-08 PURCHASE 2024-08   10,000 9,789     211  
US TREAS 2023-12 PURCHASE 2024-12   10,000 9,945     55  
USTREAS 2023-09 PURCHASE 2024-10   10,000 9,890     110  
ACCENTURE 2024-01 PURCHASE 2024-07   6,632 8,079     -1,447  
ADVANCED MICRO 2024-01 PURCHASE 2024-02   166 167     -1  
AMAZON 2024-01 PURCHASE 2024-02   839 774     65  
AMERICAN CENTURY 2024-07 PURCHASE 2024-09   7,449 7,209     240  
APPLIED MATERIALS 2024-01 PURCHASE 2024-09   8,960 7,966     994  
ASML 2024-01 PURCHASE 2024-02   893 766     127  
BOSTON 2024-01 PURCHASE 2024-02   580 542     38  
BROADCOM 2024-01 PURCHASE 2024-02   1,214 1,214        
COCACOLA 2024-01 PURCHASE 2024-09   9,698 8,049     1,649  
COSTCO 2024-01 PURCHASE 2024-04   8,592 8,246     346  
DANAHER 2024-01 PURCHASE 2024-02   492 463     29  
HONEYWELL 2024-02 PURCHASE 2024-03   8,232 8,261     -29  
INTUITIVE SURG 2024-01 PURCHASE 2024-02   387 369     18  
INVESCO 2024-07 PURCHASE 2024-09   7,127 7,168     -41  
LILLY ELI 2024-01 PURCHASE 2024-02   1,394 1,248     146  
MASTERCARD 2024-01 PURCHASE 2024-02   456 438     18  
META 2024-01 PURCHASE 2024-02   1,829 1,545     284  
NIKE 2024-01 PURCHASE 2024-04   7,397 8,003     -606  
PARKER 2024-01 PURCHASE 2024-02   507 469     38  
ROCKWELL 2024-02 PURCHASE 2024-04   8,384 8,986     -602  
SALESFORCE 2024-01 PURCHASE 2024-02   283 280     3  
SCHLUMBERGER 2024-02 PURCHASE 2024-07   7,777 8,536     -759  
THERMO FISHER 2024-01 PURCHASE 2024-02   555 548     7  
TJX 2024-01 PURCHASE 2024-02   194 191     3  
UNION PACIFIC 2024-01 PURCHASE 2024-02   249 243     6  
VISA 2024-01 PURCHASE 2024-02   275 270     5  
WISDOMTREE 2024-09 PURCHASE 2024-08   10,578 9,085     1,493  
AXA 72965 2024-01 PURCHASE 2024-06   1,025 998     27  
BROADCOM 2024-01 PURCHASE 2024-07   843 607     236  
BRUNSWICK 2024-01 PURCHASE 2024-12   2,404 3,172     -768  
CF 2024-01 PURCHASE 2024-06   515 538     -23  
CANADIAN PAC 2024-01 PURCHASE 2024-10   1,491 1,329     162  
COSTCO 2024-01 PURCHASE 2024-06   1,577 1,376     201  
DANONE 2024-01 PURCHASE 2024-07   2,708 2,839     -131  
DEVON 2024-11 PURCHASE 2024-12   3,963 5,377     -1,414  
ECOLAB 2024-01 PURCHASE 2024-11   3,486 2,805     681  
EQUINOR 2024-01 PURCHASE 2024-10   1,042 1,102     -60  
FIDELITY 2024-01 PURCHASE 2024-11   7,921 5,888     2,033  
GENMAB 2024-01 PURCHASE 2024-10   53 55     -2  
HSBC 2024-01 PURCHASE 2024-07   1,036 924     112  
HALEON 2024-01 PURCHASE 2024-10   10 8     2  
INGERSOLL 2024-01 PURCHASE 2024-08   1,796 1,581     215  
INTEL 2024-07 PURCHASE 2024-10   154 231     -77  
KEYSIGHT 2024-02 PURCHASE 2024-08   3,936 4,815     -879  
KONINKLIJKE 2024-01 PURCHASE 2024-10   2,095 2,336     -241  
LABCORP 2024-01 PURCHASE 2024-06   2,332 2,709     -377  
LABORATORY CORP 2024-01 PURCHASE 2024-03   1,085 1,129     -44  
LILLY ELI 2024-01 PURCHASE 2024-04   734 624     110  
MSA 2024-01 PURCHASE 2024-10   172 167     5  
MICROSOFT 2024-01 PURCHASE 2024-04   400 395     5  
MICRON 2024-01 PURCHASE 2024-10   101 87     14  
MIRSUBISHI 2024-01 PURCHASE 2024-10   6,361 5,554     807  
MODERNA 2024-01 PURCHASE 2024-11   1,870 5,176     -3,306  
MONTROSE 2024-01 PURCHASE 2024-10   22 22        
NETFLIX 2024-01 PURCHASE 2024-01   6,669 5,872     797  
NIPPON 2024-01 PURCHASE 2024-08   4,963 6,478     -1,515  
ON SEMICON 2024-01 PURCHASE 2024-10   2,561 2,720     -159  
PT BK 2024-01 PURCHASE 2024-10   36 33     3  
PROLOGIS 2024-01 PURCHASE 2024-03   3,113 3,108     5  
REGAL 2024-01 PURCHASE 2024-10   163 140     23  
RIVIAN 2024-01 PURCHASE 2024-10   42 65     -23  
SLM 2024-01 PURCHASE 2024-07   3,145 2,601     544  
SALESFORCE 2024-01 PURCHASE 2024-11   4,108 4,473     -365  
SCHLUMBERGER 2024-07 PURCHASE 2024-10   45 50     -5  
SOFTBANK 2024-01 PURCHASE 2024-09   5,653 4,249     1,404  
SONY 2024-01 PURCHASE 2024-10   1,034 1,084     -50  
SPLUNK 2024-01 PURCHASE 2024-02   2,967 2,914     53  
STARBUCKS 2024-01 PURCHASE 2024-11   1,059 1,028     31  
TJX 2024-01 PURCHASE 2024-11   1,985 1,622     363  
TAIWAN SEMI 2024-01 PURCHASE 2024-10   179 114     65  
UNILEVER 2024-01 PURCHASE 2024-10   1,106 902     204  
UNITEDHEALTH 2024-01 PURCHASE 2024-07   1,702 1,551     151  
UNIVERSAL DISPLAY 2024-01 PURCHASE 2024-07   1,319 1,106     213  
VERTEX 2024-01 PURCHASE 2024-11   9,178 8,755     423  
VISA 2024-01 PURCHASE 2024-10   1,105 1,081     24  
WASTE MGT 2024-01 PURCHASE 2024-09   5,685 5,185     500  
WELLS FARGO 2024-01 PURCHASE 2024-08   5,816 5,350     466  
WOLFSPEED 2024-03 PURCHASE 2024-04   1,932 4,008     -2,076  
ZEBRA 2024-01 PURCHASE 2024-09   4,792 3,820     972  
KNORR 2024-01 PURCHASE 2024-04   76 61     15  
MICHELIN 2024-01 PURCHASE 2024-11   2,459 2,340     119  
APTIV 2024-01 PURCHASE 2024-12   2,774 3,863     -1,089  
LINDE 2024-01 PURCHASE 2024-11   9,052 8,089     963  
APTIV 2024-01 PURCHASE 2024-08   963 1,151     -188  
LONDON SYK 2024-01 PURCHASE 2024-11   1,518 1,275     243  
ALCON 2024-01 PURCHASE 2024-10   1,777 1,608     169  
BK IRELAMD 2024-01 PURCHASE 2024-04   32 27     5  
PRYSMIAN 2024-01 PURCHASE 2024-11   1,560 1,144     416  
UNIVERSAL MUSIC 2024-01 PURCHASE 2024-04   59 59        
ABBVIE 2024-01 PURCHASE 2024-02   3,922 3,648     274  
ADOBE 2024-01 PURCHASE 2024-08   13,336 14,521     -1,185  
ADVANCED MICRO 2024-01 PURCHASE 2024-08   2,559 3,171     -612  
ALPHABET 2024-01 PURCHASE 2024-10   13,056 12,055     1,001  
AMAZON 2024-01 PURCHASE 2024-10   182 155     27  
AMERIPRISE 2024-01 PURCHASE 2024-11   5,032 3,870     1,162  
APOLLO 2024-07 PURCHASE 2024-11   966 740     226  
ASHTEAD 2024-07 PURCHASE 2024-10   842 743     99  
ASTRAZENECA 2024-01 PURCHASE 2024-04   954 925     29  
    PURCHASE     490       490  

TY 2024 InvestmentsCorpBondsSchedule
Name:
HENRY&ANNE REICH FAMILY FOUNDATION
 
C/O BART RUBENSTEIN
EIN:
52-1308578
Name of Bond End of Year Book Value End of Year Fair Market Value
FIXED INCOME 57,959 57,821

TY 2024 InvestmentsCorpStockSchedule
Name:
HENRY&ANNE REICH FAMILY FOUNDATION
 
C/O BART RUBENSTEIN
EIN:
52-1308578
Name of Stock End of Year Book Value End of Year Fair Market Value
  1,934,925 2,344,698

TY 2024 OtherAssetsSchedule
Name:
HENRY&ANNE REICH FAMILY FOUNDATION
 
C/O BART RUBENSTEIN
EIN:
52-1308578
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PEOPLES FIRST 75,000 75,000 75,000


TY 2024 OtherDecreasesSchedule
Name:
HENRY&ANNE REICH FAMILY FOUNDATION
 
C/O BART RUBENSTEIN
EIN:
52-1308578
Description Amount
EXCISE TAX 332


TY 2024 OtherProfessionalFeesSchedule
Name:
HENRY&ANNE REICH FAMILY FOUNDATION
 
C/O BART RUBENSTEIN
EIN:
52-1308578
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INDIRECT OTHER PROFESSIONAL FEES 31,081 31,081    


TY 2024 TaxesSchedule
Name:
HENRY&ANNE REICH FAMILY FOUNDATION
 
C/O BART RUBENSTEIN
EIN:
52-1308578
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID VIA BROKERAGE 11,632 11,632    
  35 35