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
AM Josephs Family Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

27-1715734
B Telephone number (see instructions)

(800) 839-1754
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$2,005,674J 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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,841 1,841  
4 Dividends and interest from securities... 50,889 50,889  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 36,263
b Gross sales price for all assets on line 6a 639,650
7 Capital gain net income (from Part IV, line 2)... 36,263
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,709 4,709  
12 Total. Add lines 1 through 11........ 93,702 93,702  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
8,459 8,459    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
704 4    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
11,180 45   11,135
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 20,343 8,508   11,135
25 Contributions, gifts, grants paid....... 92,320 92,320
26 Total expenses and disbursements. Add lines 24 and 25 112,663 8,508   103,455
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -18,961
b Net investment income (if negative, enter -0-) 85,194
c Adjusted net income (if negative, enter -0-)... 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.............      
2 Savings and temporary cash investments......... 266,803 186,609 186,609
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)....... 1,264,692 Click to see attachment
List of Attached Documents:
// Content
1,321,216 		1,699,073
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 119,354 Click to see attachment
List of Attached Documents:
// Content
124,063 		119,992
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) 1,650,849 1,631,888 2,005,674
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 1,650,849 1,631,888
29 Total net assets or fund balances (see instructions)..... 1,650,849 1,631,888
30 Total liabilities and net assets/fund balances (see instructions). 1,650,849 1,631,888
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
1,650,849
2
Enter amount from Part I, line 27a .....................
2
-18,961
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,631,888
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
1,631,888
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 Publicly-traded Securities      
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 639,650   603,387 36,263
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       36,263
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 36,263
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 1,184
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 1,184
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 1,184
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,548
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 1,548
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 364
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow364 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 arrowDE
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 arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
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
 
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
Allen Josephs Pres, Dir, Sec
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Marlene Richter Josephs VP
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
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
 
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
 
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
1,603,747
b
Average of monthly cash balances.......................
1b
197,725
c
Fair market value of all other assets (see instructions)................
1c
119,992
d
Total (add lines 1a, b, and c).........................
1d
1,921,464
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
0
3
Subtract line 2 from line 1d.........................
3
1,921,464
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
28,822
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,892,642
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
94,632
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
94,632
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,184
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,184
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
93,448
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
93,448
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
93,448
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
103,455
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
103,455
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 93,448
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...... 9,656
b From 2020...... 8,820
c From 2021...... 22,544
d From 2022......  
e From 2023...... 353
f Total of lines 3a through e ........ 41,373
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 103,455
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)........ 		 
d Applied to 2024 distributable amount..... 93,448
e Remaining amount distributed out of corpus 10,007
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 51,380
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) ... 		9,656
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		41,724
10 Analysis of line 9:
a Excess from 2020.... 8,820
b Excess from 2021.... 22,544
c Excess from 2022....  
d Excess from 2023.... 353
e Excess from 2024.... 10,007
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).)
Allen Josephs
MARLENE RICHTER JOSEPHS
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

AMERICAN FRIENDS OF AGUDATH BEIT AVRAHAM INC

1159 E 31ST ST
BROOKLYN,NY11210 		N/A PC General & Unrestricted 1,000

AMERICAN FRIENDS OF BET EL YESHIVA CENTER

911 GREEN PL
WOODMERE,NY11598 		N/A PC General & Unrestricted 360

AMERICAN FRIENDS OF DARCHE NOAM INC

176-25 UNION TPKE 336
FRESH MEADOWS,NY11366 		N/A PC Midreshet Rachel 7,000

AMERICAN FRIENDS OF LEKET ISRAEL INC

PO BOX 2090
TEANECK,NJ07666 		N/A PC Purim fund 500

AMERICAN FRIENDS OF YAD ELIEZER INC

410 GLENN RD
JACKSON,NJ08527 		N/A PC General & Unrestricted 3,600

AMERICAN FRIENDS OF YESHIVAS BIRCAS HATORAH INC

22 SCHER PL
PASSAIC,NJ07055 		N/A PC General & Unrestricted 1,000

BAIS YAAKOV OF BOCA RATON INC

4239 NW 5TH AVE
BOCA RATON,FL33431 		N/A PC General & Unrestricted 2,500

BOCA RATON KOLLEL

21644 SONOMA CT
BOCA RATON,FL33433 		N/A PC General & Unrestricted 360

CHASDEI AVOS

14111 72ND CRESCENT
FLUSHING,NY11367 		N/A PC General & Unrestricted 500

COMMITTEE FOR THE RESCUE OF ISRAELS BABIES

3363 SHERIDAN ST
HOLLYWOOD,FL33021 		N/A PC General & Unrestricted 500

CONGREGATION CHEVRA KADISHA

6081 S CONGRESS AVE
LAKE WORTH,FL33462 		N/A PC General & Unrestricted 4,000

FRIENDS OF IR DAVID INC

99 WALL ST 5727
NEW YORK,NY10005 		N/A PC The Pilgrimage Road Excavation fund 5,000

JEW IN THE CITY

PO BOX 2168
TEANECK,NJ07666 		N/A PC General & Unrestricted 10,000

JEWISH EDUCATION CENTER OF SOUTH FLORIDA INC

264 NW SPANISH RIVER BLVD
BOCA RATON,FL33431 		N/A PC General & Unrestricted 5,000

KEREN HASHVIIS INC

42 W 39 ST 400
NEW YORK,NY10018 		N/A PC support for the farmers in Israel 1,000

LEUKEMIA & LYMPHOMA SOCIETY

200 S PARK RD STE 140
HOLLYWOOD,FL33021 		N/A PC General & Unrestricted 1,000

LEV ECHAD

188 SHERWOOD PL
ENGLEWOOD,NJ07631 		N/A PC General & Unrestricted 1,000

TORAH ACADEMY OF BOCA RATON INC

3881 NW 3RD AVE
BOCA RATON,FL33431 		N/A PC General & Unrestricted 4,000

YAD L ACHIM PEYLEI ISRAEL

4018 18TH AVEUNE
BROOKLYN,NY11218 		N/A PC General & Unrestricted 2,000

YESHIVA TIFERES TORAH OF BOCA RATON INC

7200 PALMETTO CIR N
BOCA RATON,FL33433 		N/A PC General & Unrestricted 15,000

YOUNG ISRAEL OF BOCA RATON

7200 PALMETTO CIR NORTH
BOCA RATON,FL33433 		N/A PC building fund 5,000

YOUNG ISRAEL OF BOCA RATON

7200 PALMETTO CIR NORTH
BOCA RATON,FL33433 		N/A PC Building fund 5,000

YOUNG ISRAEL OF BOCA RATON

7200 PALMETTO CIR NORTH
BOCA RATON,FL33433 		N/A PC General & Unrestricted 7,000

YOUNG ISRAEL OF BOCA RATON

7200 PALMETTO CIR NORTH
BOCA RATON,FL33433 		N/A PC Building fund 10,000
Total .................................right arrow 3a 92,320
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 1,841  
4 Dividends and interest from securities ....     14 50,889  
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 36,263  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aANNUITY INCOME 		    01 4,709  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   93,702  
13Total. Add line 12, columns (b), (d), and (e)..................
13
93,702
(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

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TY 2024 DepreciationSchedule
Name:
AM Josephs Family Foundation
EIN:
27-1715734
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2024 InvestmentsCorpStockSchedule
Name:
AM Josephs Family Foundation
EIN:
27-1715734
Name of Stock End of Year Book Value End of Year Fair Market Value
AFFIL MANAGERS GR PFD STOCK - 1,857 2,083
AFFILIATED MANAGERS GROUP INC 1,551 1,473
ALAMO GP INC 5,799 24,540
ALLSTATE CORP 4.75% PFD SR I 1,590 1,563
ALLSTATE PFD SER H 3,789 3,741
AMERICAN FINANCIAL GROUP C 1,081 1,019
AMERICAN FINANCIAL GROUP INC 548 518
AMERICAN FINANCIAL GROUP SUBOR 1,047 969
APPLE INC 5,203 70,117
ARCH CAP GROUP LTD NON CUM DEP 2,557 2,397
ARCH CAPITAL GROUP 4.55% SER-G 5,207 4,779
ASSURANT 5.25% SUBORDINATED NO 1,411 1,325
AT & T INC 5.000% PFD SER A 2,144 2,146
AT&T DEPO SHA REP 1000 PREFERR 4,091 4,049
AVANTIS US SMALL CAP VALUE ETF 19,672 22,009
BANK AMER DS PFD SER KK 2,235 2,176
BANK OF AMER CORP 4.125% PREFE 2,040 2,051
BANK OF AMERICA CORP 4.375% PF 4,424 4,370
BANK OF AMERICA CORP COM EQUIV 1,374 1,373
BANK OF AMERICA CORP PFD 1,915 1,905
BANK OF AMERICA CORP PREFERRED 4,329 4,278
BANK OF AMERICA CORPORATION DE 3,297 3,240
BANK OF AMERICA SER 2 PFD STK 1,715 1,905
BERKLEY W R CORP - 5.100% - 12 2,107 1,984
BERKLEY W R CORP 4.125 % SUB 6 2,554 2,423
BRAINSTORM CELL THERAPEUTICS 3,797 150
CAPITAL CLEAN ENERGY 13,134 20,985
CAPITAL ONE FINCL CORP 5.000% 3,120 2,986
CAPITAL ONE FINL DS REPRESENTI 2,579 2,508
CHARLES SCHWAB PFD STK SER D 5 1,940 1,933
CITIZENS FINANCIAL GROUP INC P 5,199 4,835
CITIZENS FINANCIAL GROUP, 7.37 2,118 2,106
CMS ENERGY CORP 5.875 NTS 79 5 3,160 3,007
CMS ENERGY CORPORATION 2,186 2,169
CMS ENERGY PFD STK - 5.625% 1,114 1,026
COREBRIDGE FINANCIAL INC CAL 6 2,403 2,447
DELTA APPAREL INC 1,903  
DIGITAL REALTY PFD SER L 1,848 1,803
DOLLAR THRIFTY AUTO 2,339 2,109
DTE ENERGY JUNIOR SUBORDINATED 1,087 1,000
DTE ENERGY PFD SHARES - 5.25% 1,087 1,014
DUCOMMUN INC 5,524 14,642
DUKE ENERGY CORP NEWJR SB DB - 2,036 1,914
DUKE ENERGY DRC 2,282 2,219
ENNIS BUSINESS FORMS 5,666 6,432
ENTERGY ARK INC 1M BD PFD - 4. 1,367 1,358
ENTERGY LOUISIANA 4.875% 993 979
ENTERGY MISSISSIPPI INC PFD - 1,508 1,484
EQUITABLE HLDGS DRC 1,483 1,393
EQUITABLE HOLDINGS INC PFD SER 1,189 1,105
FAB UNIVERSAL CORP INC 2,176  
FEDERAL REALTY INVESTMENT TRUS 442 452
FIDELITY MSCI INFORMATION TECH 20,861 24,589
FIFTH THIRD BANC 4,063 4,110
FIRST HORIZON CORPORATION DEP 507 500
FIRST MAJESTIC SILVER CORP 10,126 5,490
FITB - 6.625% - PFD SER 1 2,079 2,026
FLEXSTEEL INDUSTRIES INC 5,794 13,042
GEORGIA PWR CO 5.00% 10/1/2077 1,672 1,447
GLOBAL X SILVER MINERS ETF 6,411 6,354
GOLDMAN SACHS PFD SER D - 4.00 1,417 1,400
HARTFORD FINL SVCS GRP PFD G - 951 949
HIMAX TECHNOLOGIES - ADR 12,368 16,080
HNI CORP 1,768 3,476
HOOKER FURNITURE CORPORATION 3,041 2,802
HUNTINGTON BANCSHARES, SERIES 2,888 2,948
HUNTINGTON BNCSH.A 8.5% CV PFD 4,839 4,643
IDT CORP CL B 7,457 30,080
INTERNATIONAL PAPER CO 4,239 5,382
INTERNATIONAL SEAWAYS INC 8,612 15,598
INVESCO QQQ TRUST 72,934 95,599
ISHARE SP SMALL CAP 600 INDEX 17,251 17,283
ISHARES CORE MSCI EAFE ETF 43,767 45,471
ISHARES CORE MSCI EMERGING MAR 19,365 19,008
ISHARES MSCI GLOBAL GOLD MINER 38,640 42,165
ISHARES RUSSELL 1000 INDEX FD 15,240 27,706
ISHARES RUSSELL 2000 GROWTH IN 22,199 20,723
ISHARES S&P 500 INDEX FD 26,811 52,392
ISHARES TRUST RUSSELL 1000 GRO 35,317 58,228
JP MORGAN CHASE & CO PFD SER D 2,462 2,467
JP MORGAN CHASE PFD SER GG 1,668 1,644
JPMORGAN CHASE & CO 4.550% PFD 1,644 1,597
JPMORGAN CHASE & CO 6 DEP NCM 2,908 2,926
JPMORGAN CHASE 4.625% PFD SER 2,802 2,750
JPMORGAN PFD SER MM 04.200% PE 2,731 2,645
KEYCORP 6.125% DEP PFD SERIES 3,765 3,928
KEYCORP DEPOSITORY SHARES 490 496
KEYCORP PFD SER G DRC 907 917
KEYCORP SER H 6.2% 2,546 2,707
KEYTRONIC CORPORATION 5,654 2,189
KIMBALL ELECTRONICS, INC 1,680 7,511
KIMCO REALTY CORP PFD SER M - 1,743 1,665
KIMCO REALTY DEP SH REPSTG PFD 950 907
KINDER MORGAN INC 4,899 8,220
LIBERATED SYND COM 72 1,500
M&T BANK - 5.625% - PFD SER H 2,837 2,800
M&T BANK CORP PREFERRED J 7.5% 1,431 1,464
METLIFE INC 5.62500% PFD 3,574 3,460
METLIFE INC PFD SER F 6,732 6,735
MITCHAM INDS 5,619 250
MORGAN STANLEY - 6.375% PFD CL 997 1,004
MORGAN STANLEY 4.250% DP PFD 5,047 4,713
MORGAN STANLEY 4.875% PFD SER 2,382 2,223
MORGAN STANLEY 6.5% DP SH PFD 666 669
MORGAN STANLEY 6.625 PFD SER Q 2,854 2,890
MORGAN STANLEY PFD K 1,783 1,777
MORGAN STANLEY PFD SER A 861 904
MORGAN STANLEY PFD SER F - 6.8 1,845 1,839
NEXTERA ENERGY PFD - 5.650% - 4,596 4,338
NORTHERN TRUST CORP NON-CUM SE 4,164 4,004
OLYMPIC STEEL INC 5,680 6,890
PC CONNECTION 5,737 24,937
PRECIGEN 4,351 224
PRINCIPAL US MEGA-CAP ETF 31,027 33,917
PRUDENTIAL FINANCIAL INC PFD - 2,366 2,230
PRUDENTIAL FINL INC CAL NT 62 2,014 1,942
PRUDENTIAL FINL INC PFD DUE 09 3,393 3,206
PUBLIC STORAGE DEP 2,169 2,057
PUBLIC STORAGE DEPOSITARY SH R 784 769
PUBLIC STORAGE PFD 4.875% SER 1,118 1,074
PUBLIC STORAGE PFD 5.15% SER F 1,079 1,019
PUBLIC STORAGE PFD G 5.05% 12/ 987 932
PUBLIC STORAGE PFD SER A 6.125 1,840 1,735
PUBLIC STORAGE PFD SER O 463 451
PUBLIC STORAGE PRFD 'H' 1,174 1,093
PUBLIC STORAGE PRFD 'K' 1,633 1,579
PUBLIC STORAGE SERIES P CUM PF 2,082 1,993
RAFAEL HOLDINGS, INC 2,756 521
REGIONS FINANCIAL CORP NEW DEP 2,547 2,488
REGIONS FINANCIAL CORP SER F 6 2,355 2,467
REGIONS FINANCIAL SER C 569 582
REINSURANCE GRP OF AMERICA INC 1,291 1,290
RENAISSANCERE HLDGS PFD SER F 1,069 1,008
RENAISSANCERE HLDGS PG SER G 1 1,608 1,459
REX AMERICAN RESOURCES CORPORA 5,653 20,637
SALEM COMMUNICATIONS CORP 5,758 447
SCHWAB CHARLES NEW 40 DS REPST 6,012 5,697
SCHWAB US BROAD MARKET 41,629 50,326
SELIGMAN LASALLE IRE 4,735 2,080
SHOE CARNIVAL, INC 5,558 14,224
SOUTHERN CO CAL - 0.000% - 10/ 1,366 1,286
SOUTHERN CO JR 2017 NY 77 5.25 658 615
SPDR DOW JONES INDUSTRIAL AVER 15,959 23,828
SPDR S&P 500 ETF TRUST 38,200 46,886
SPDR S&P 500 GROWTH 46,693 50,629
SPDR S&P 500 VALUE 31,008 31,502
STANDARD MOTOR PRODS 5,641 5,267
STATE STREET 5.35% - CLASS B 5,243 5,027
STIFEL FINL CORP - 4.5% - PFD 764 652
STIFEL FINL CORP 6.125 PFD C 1,110 1,140
STIFEL FINL CORP SER B 6.250% 1,487 1,659
SUPERCOM LTD 126,273 10,708
SYLVAMO CORP 236 711
TESLA MOTORS INC 3,831 12,115
TEVA PHARMACEUTICAL INDUSTRIES 14,957 19,836
THE SOUTHERN COMPANY 4,271 3,912
TRUIST FIN PFD SER R 6,561 6,215
TRUIST FINANCIAL CORP PFD SER 4,139 3,856
TUPPERWARE CORP 4,370  
US BANCORP DEL PREF SERIES O 3,588 3,585
US BANCORP DEL REPSTG 1 1000TH 1,582 1,604
US BANCORP DEL SER K PFD - 5.5 3,176 3,150
US BANCORP PFD SER B - FLOAT % 869 882
US BANCORP PFD SER M 4,278 4,294
USD ROCKY BRANDS INC 4,650 6,840
VANGUARD MID-CAP ETF 32,049 33,809
VANGUARD S&P 500 ETF 35,804 49,032
VANGUARD TOTAL STOCK MARKET ET 47,008 125,487
VANGUARD VALUE ETF 32,746 43,849
VAXIL BIO LTD CA COM NPV 6,530 296
VERTEX PHARMCTLS INC 12,023 40,270
VOXX INTERNATIONAL CORPORATION 5,565 3,026
VOYA FINL INC SER B 5.35 2,666 2,486
WEBSTER FINL CORP PFD STK SER 470 434
WEC ENERGY GROUP, INC 4,195 9,404
WELLS FARGO & CO 4.375% 1,373 1,339
WELLS FARGO & CO 4.700% PFD SE 3,319 3,238
WELLS FARGO & COM 4.25 SER-DD 2,793 2,643
WELLS FARGO COMPANY PREFERRED 5,666 5,630
WELLS FARGO PREF Y 1,100 1,127
WILLIS LEASE FINANCE CORPORATI 5,791 84,057
WR BERKLEY CORP 4.250% DUE 09/ 536 501
XOMA LTD 9,238 3,285
ZEDGE, INC 1,854 568

TY 2024 InvestmentsOtherSchedule2
Name:
AM Josephs Family Foundation
EIN:
27-1715734
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ANNUITY - JACKSON LIFE #102246   124,063 119,992

TY 2024 OtherExpensesSchedule
Name:
AM Josephs Family Foundation
EIN:
27-1715734
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 11,110     11,110
Bank Charges 45 45    
State or Local Filing Fees 25     25


TY 2024 OtherIncomeSchedule2
Name:
AM Josephs Family Foundation
EIN:
27-1715734
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Annuity Income 4,709 4,709  


TY 2024 OtherProfessionalFeesSchedule
Name:
AM Josephs Family Foundation
EIN:
27-1715734
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 8,459 8,459    


TY 2024 TaxesSchedule
Name:
AM Josephs Family Foundation
EIN:
27-1715734
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2024 700      
Foreign Tax Paid 4 4