Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 12-01-2023 , and ending 11-30-2024
Name of foundation
KISSINGER FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)1733 NORWOOD AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOULDER, CO803041217
A Employer identification number

11-3397778
B Telephone number (see instructions)

(303) 475-8669
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$18,024,159J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 609,312 607,086  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 691,543
b Gross sales price for all assets on line 6a 4,775,253
7 Capital gain net income (from Part IV, line 2)... 693,228
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
-204,354 -125,497  
12 Total. Add lines 1 through 11........ 1,096,501 1,174,817  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
11,250 3,938   7,312
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
132,710 132,710   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
848 598   0
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
1,051 0   1,051
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 145,859 137,246   8,363
25 Contributions, gifts, grants paid....... 742,048 742,048
26 Total expenses and disbursements. Add lines 24 and 25 887,907 137,246   750,411
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 208,594
b Net investment income (if negative, enter -0-) 1,037,571
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... -944 143,346 143,346
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).......      
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).......... 13,779,212 Click to see attachment
List of Attached Documents:
// Content
13,817,744 		17,880,813
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) 13,778,268 13,961,090 18,024,159
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) Click to see attachment
List of Attached Documents:
// Content
22,801 		Click to see attachment
List of Attached Documents:
// Content
-2,971
23 Total liabilities (add lines 17 through 22)......... 22,801 -2,971
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 13,755,467 13,964,061
29 Total net assets or fund balances (see instructions)..... 13,755,467 13,964,061
30 Total liabilities and net assets/fund balances (see instructions). 13,778,268 13,961,090
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
13,755,467
2
Enter amount from Part I, line 27a .....................
2
208,594
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
13,964,061
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
13,964,061
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a SECURITIES MANAGED BY RELEVANT WEALTH - DETAIL AVAILABLE UPON REQUEST P    
b CRYSTAL CAPITAL FUND SERIES LLC P    
c MARCH CAPITAL OPPORTUNITY FUND IV, LP P    
d CAPITAL GAINS DIVIDENDS P    
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 4,634,953   4,048,498 586,455
b     33,527 -33,527
c 44,269     44,269
d 96,031     96,031
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       586,455
b       -33,527
c       44,269
d       96,031
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 2 693,228
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 14,422
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 14,422
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 14,422
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 20,249
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 15,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 35,249
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......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 20,827
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow20,827 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
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 arrowNY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See 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 arrowTHOMAS V KISSINGER Telephone no.right arrow (303) 475-8669

Located atright arrow1733 NORWOOD AVENUEBOULDERCO ZIP+4right arrow80304
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
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 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
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
WILLIAM KISSINGER DIRECTOR AND PRESIDENT
1.00 		0 0 0
941 VERNAL AVENUE
MILL VALLEY,CA94941
THOMAS KISSINGER DIRECTOR AND TREASURER
5.00 		0 0 0
1733 NORWOOD AVENUE
BOULDER,CO80304
DANA KISSINGER-MATRAY DIRECTOR AND VICE PRESIDENT
1.00 		0 0 0
CHEMIN DU COLLEGE 7
VILLARSSOUSYENS   1168
SZ
JOHN KISSINGFORD DIRECTOR AND SECRETARY
1.00 		0 0 0
436 - 8TH AVENUE 1285
OURAY,CO81427
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
RELEVANT WEALTH ADVISORS INVESTMENT MANAGEMENT 132,710
2 BELVEDERE PLACE SUITE 350
MILL VALLEY,CA94941
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
17,041,945
b
Average of monthly cash balances.......................
1b
68,807
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
17,110,752
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
17,110,752
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
256,661
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
16,854,091
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
842,705
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
842,705
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
14,422
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
14,422
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
828,283
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
828,283
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
828,283
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
750,411
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
750,411
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 828,283
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 744,628
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 750,411
a Applied to 2022, but not more than line 2a 744,628
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 5,783
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		822,500
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ACE NY - ALLIANCE FOR CLEAN ENERGY NY

30-30 NORTHERN BLVD SUITE B100
LONG ISLAND CITY,NY11101 		  PC GENERAL OPERATIONS 5,000

AMERICAN CANCER SOCIETY

1665 AURORA COURT
AURORA,CO80045 		  PC GENERAL OPERATIONS 211

AMERICAN KIDNEY FUND

11921 ROCKVILLE PARK SUITE 300
ROCKVILLE,MD208529813 		  PC GENERAL OPERATIONS 5,000

ASCEND ATHLETICS

PO BOX 7734
ARLINGTON,VA22207 		  PC GENERAL OPERATIONS 10,000

BAY AREA OUTREACH & RECREATION PROGRAM

3075 ADELINE STREET SUITE 200
BERKELEY,CA947032578 		  PC GENERAL OPERATIONS 500

BICYCLE COLORADO

1525 MARKET STREET SUITE 100
DENVER,CO802021661 		  PC GENERAL OPERATIONS 53

BLUE CARD

171 MADISON AVE SUITE 1405
NEW YORK,NY10016 		  PC GENERAL OPERATIONS 103

BLUE SKY BRIDGE

PO BOX 19122
BOULDER,CO803082122 		  PC GENERAL OPERATIONS 10,000

BOULDER COMMUNITY FOUNDATION

1123 SPRUCE STREET
BOULDER,CO80302 		  PC GENERAL OPERATIONS 5,000

BOULDER COMMUNITY HEALTH FOUNDATION

PO BOX 19320
BOULDER,CO80308 		  PC GENERAL OPERATIONS 26,570

BOULDER COUNTY ARTS ALLIANCE

2400 28TH STREET UNIT 103
BOULDER,CO80301 		  PC GENERAL OPERATIONS 7,500

BOULDER ENSEMBLE THEATRE COMPANY

2590 WALNUT STREET SUITE 10
BOULDER,CO80302 		  PC GENERAL OPERATIONS 7,500

BOULDER JEWISH COMMUNITY CENTER

6007 OREG AVENUE
BOULDER,CO80303 		  PC GENERAL OPERATIONS 5,000

BRYN MAWR COLLEGE FUND

101 NORTH MERION AVENUE
BRYN MAWR,PA190102899 		  PC GENERAL OPERATIONS 17,000

BUNTPORT THEATRE

717 LIPAN STREET
DENVER,CO80204 		  PC GENERAL OPERATIONS 1,000

CARING BRIDGE

PO BOX 6032
ALBERT LEA,MN560076632 		  PC GENERAL OPERATIONS 2,000

CEDARS

PO BOX 947
ROSS,CA94957 		  PC GENERAL OPERATIONS 2,500

CENTER FOR REPRODUCTIVE RIGHTS

199 WATER STREET
NEW YORK,NY10038 		  PC GENERAL OPERATIONS 5,000

CHARITY NAVIGATOR

PO BOX 4009
HARLAN,IA51593 		  PC GENERAL OPERATIONS 100

CINEMA ARTS CENTRE

PO BOX 498 423 PARK AVENUE
HUNTINGTON,NY11743 		  PC GENERAL OPERATIONS 1,000

CITY PARKS FOUNDATION - FORT TRYON PARK TRUST

PO BOX 1044
NEW YORK,NY10040 		  PC GENERAL OPERATIONS 25,000

COLORADO HORSE RESCUE

10386 NORTH 65TH STREET
LONGMONT,CO80503 		  PC GENERAL OPERATIONS 130

COLORADO PUBLIC RADIO

PO BOX 17429
DENVER,CO802170429 		  PC GENERAL OPERATIONS 200

COMMUNITY CYCLES

2601 SPRUCE STREET UNIT B
BOULDER,CO80302 		  PC GENERAL OPERATIONS 250

CORAL REEF ALLIANCE

1714 FRANKLIN STREET SUITE 100-277
OAKLAND,CA94612 		  PC GENERAL OPERATIONS 1,000

CORNELL UNIVERSITY

PO BOX 37334
BOONE,IA500374334 		  PC GENERAL OPERATIONS 250

COUNTY SHERIFFS OF COLORADO

6001 RON KING TRAIL UNIT C
LITTLETON,CO801259916 		  PC GENERAL OPERATIONS 50

DEFENDERS OF WILDLIFE

PO BOX 1553
MERRIFIELD,VA221161553 		  PC GENERAL OPERATIONS 50

DENVER FENCING FOUNDATION

1930 SOUTH NAVAJO STREET
DENVER,CO80223 		  PC GENERAL OPERATIONS 10,000

DENVER ZOOLOGICAL SOCIETY

2300 STEELE STREET
DENVER,CO802054899 		  PC GENERAL OPERATIONS 561

DISABLED AMERICAN VETERANS

PO BOX 14301
CINCINNATI,OH452500301 		  PC GENERAL OPERATIONS 60

DOCTORS WITHOUT BORDERS

PO BOX 5022
HAGERSTOWN,MD217415022 		  PC GENERAL OPERATIONS 20,000

DOLPHIN HOUSE CHILD ADVOCACY CENTER

735 SOUTH FIRST STREET
MONTROSE,CO81401 		  PC GENERAL OPERATIONS 5,000

EARTHJUSTICE

PO BOX 96346
WASHINGTON,DC200777953 		  PC GENERAL OPERATIONS 52

EAST BAY COMMUNITY LAW CENTER

1950 UNIVERSITY AVENUE SUITE 200
BERKELEY,CA94704 		  PC GENERAL OPERATIONS 10,000

ELKS NATIONAL FOUNDATION

2750 N LAKEVIEW AVE
CHICAGO,IL606142256 		  PC GENERAL OPERATIONS 1,000

EQUAL JUSTICE SOCIETY

1939 HARRISON STREET SUITE 818
OAKLAND,CA94612 		  PC GENERAL OPERATIONS 2,500

FAMILY SERVICE LEAGUE

790 PARK AVENUE
HUNTINGTON,NY11743 		  PC GENERAL OPERATIONS 10,000

FAULTLESS INC

67459 OAK LEAF DRIVE
MONTROSE,CO81401 		  PC GENERAL OPERATIONS 3,500

FOOD FOR THE HUNGRY

1224 E WASHINGTON STREET
PHOENIX,AZ850341102 		  PC GENERAL OPERATIONS 5,000

FORESIGHT SKI GUIDES

PO BOX 882
VAIL,CO816580882 		  PC GENERAL OPERATIONS 1,000

FRIENDS OF THE CHILDREN

44 NE MORRIS STREET
PORTLAND,OR97212 		  PC GENERAL OPERATIONS 1,000

FRIENDS OF WRIGHT OPERA HOUSE

PO BOX 17
OURAY,CO81427 		  PC GENERAL OPERATIONS 30,000

GIFFORD LAW CENTER TO PREVENT GUN VIOLENCE

268 BUSH STREET SUITE 555
SAN FRANCISCO,CA94104 		  PC GENERAL OPERATIONS 11,000

GOD'S LOVE WE DELIVER

166 AVENUE OF THE AMERICAS
NEW YORK,NY10013 		  PC GENERAL OPERATIONS 5,000

GOOD SAMARITAN FAMILY RESOURCE CENTER

1294 POTRERO AVENUE
SAN FRANCISCO,CA94110 		  PC GENERAL OPERATIONS 2,500

GRAHAM WINDHAM

1 PIERREPONT PLAZA 9TH FLOOR
BROOKLYN,NY11201 		  PC GENERAL OPERATIONS 10,000

GREENHOUSE SCHOLARS

1820 FOLSOM STREET
BOULDER,CO80302 		  PC GENERAL OPERATIONS 4,000

GRID ALTERNATIVES

1171 OCEAN AVE SUITE 200
OAKLAND,CA94608 		  PC GENERAL OPERATIONS 2,500

GROUNDWORKS ART LABS

3750 CANFIELD STREET
BOULDER,CO80301 		  PC GENERAL OPERATIONS 520

HAWAI'I COMMUNITY FOUNDATION

827 FORT STREET MALL
HONOLULU,HI96813 		  PC GENERAL OPERATIONS 3,000

HISTORY COLORADO

PO BOX 172895
DENVER,CO802172895 		  PC GENERAL OPERATIONS 250

HOME TRUST OF OURAY COUNTY

95 MEADOWS CIRCLE
RIDGWAY,CO81432 		  PC GENERAL OPERATIONS 20,000

HOPE NOW MINISTRIES

2090 DUNWOODY CLUB DRIVE SUITE
106-123
ATLANTA,GA30350 		  PC GENERAL OPERATIONS 5,000

IGNITE ADAPTIVE SPORTS

PO BOX 19016
BOULDER,CO80308 		  PC GENERAL OPERATIONS 55,950

IMAGINE FOUNDATION

1400 DIXON AVENUE
LAFAYETTE,CO800262790 		  PC GENERAL OPERATIONS 2,500

INTERNATIONAL BIRD RESCUE

4369 CORDELIA ROAD
FAIRFIELD,CA94534 		  PC GENERAL OPERATIONS 1,000

INTERNATIONAL SENIOR LAW PROJECT

207 WEST 25TH STREET 6TH FLOOR
NEW YORK,NY100017151 		  PC GENERAL OPERATIONS 15,000

JDRF

200 VESEY STREET 28TH FLOOR
NEW YORK,NY10281 		  PC GENERAL OPERATIONS 1,350

LAURI STRAUSS FOUNDATION

37 MOREWOOD OAKS
PORT WASHINGTON,NY110501603 		  PC GENERAL OPERATIONS 5,000

LAWYERS COMMITTEE FOR CIVIL RIGHTS UNDER LAW

131 STEUART STREET SUITE 400
SAN FRANCISCO,CA94105 		  PC GENERAL OPERATIONS 5,000

LEAGUE OF AMERICAN BICYCLISTS

1612 K STREET NW SUITE 1102
WASHINGTON,DC20006 		  PC GENERAL OPERATIONS 75

LEAGUE OF CONSERVATION VOTERS

PO BOX 96697
WASHINGTON,DC200777190 		  PC GENERAL OPERATIONS 35

LONG ISLAND CARES

10 DAVIDS DRIVE
HAUPPAUGE,NY117882039 		  PC GENERAL OPERATIONS 5,000

MARCH OF DIMES

PO BOX 8972
TOPEKA,KS666089958 		  PC GENERAL OPERATIONS 27

MARIN GENERAL HOSPITAL FOUNDATION

1350 SOUTH ELISEO DRIVE SUITE 110
LARKSPUR,CA94904 		  PC GENERAL OPERATIONS 5,000

MARIN THEATRE COMPANY

397 MILLER AVENUE
MILL VALLEY,CA949412885 		  PC GENERAL OPERATIONS 2,500

MEDAIR

PO BOX 4476
WHEATON,IL601894476 		  PC GENERAL OPERATIONS 25,000

MEND - MEN ENDING RAPE CULTURE

PO BOX 1285
OURAY,CO81427 		  PC GENERAL OPERATIONS 1,000

MICHAEL J FOX FOUNDATION

4 GRAND CENTRAL TERMINAL
NEW YORK,NY10017 		  PC GENERAL OPERATIONS 256

MILL VALLEY LIBRARY FOUNDATION

375 THROCKMORTON AVENUE
MILL VALLEY,CA94941 		  PC GENERAL OPERATIONS 1,000

MT SNEFFELS EDUCATION FOUNDATION

PO BOX 1883
OURAY,CO81427 		  PC GENERAL OPERATIONS 2,500

NARAL (REPRODUCTIVE FREEDOM FOR ALL)

PO BOX 1866
MERRIFIELD,VA221168066 		  PC GENERAL OPERATIONS 250

NATIONAL AUDUBON SOCIETY

PO BOX 97188
WASHINGTON,DC200777124 		  PC GENERAL OPERATIONS 50

NATIONAL PARKS CONSERVATION ASSOCIATION

777 6TH STREET NW SUITE 700
WASHINGTON,DC200013723 		  PC GENERAL OPERATIONS 35

NATIONAL PARKS FOUNDATION

PO BOX 17394
BALTIMORE,MD212989450 		  PC GENERAL OPERATIONS 50

NATURAL RESOURCES DEFENSE COUNCIL

PO BOX 1830
MERRIFIELD,VA221169729 		  PC GENERAL OPERATIONS 35

NATURE CONSERVANCY

PO BOX 1561
MERRIFIELD,VA221160843 		  PC GENERAL OPERATIONS 1,000

NEPAL YOUTH FOUNDATION

1016 LINCOLN BLVD SUITE 222
SAN FRANCISCO,CA94129 		  PC GENERAL OPERATIONS 1,000

NEW YORK PUBLIC LIBRARY

445 5TH AVENUE 4TH FLOOR
NEW YORK,NY101570397 		  PC GENERAL OPERATIONS 513

NEW YORK TENEMENT MUSEUM

103 ORCHARD STREET
NEW YORK,NY10002 		  PC GENERAL OPERATIONS 1,000

NOT4GOTTEN NY

PO BOX 333
WOODSTOCK,NY12498 		  PC GENERAL OPERATIONS 250

ONE BLOCK UWS

15 HUDSON YARDS 63C
NEW YORK,NY10001 		  PC GENERAL OPERATIONS 5,000

OURAY COUNTY EMS

541 4TH STREET
OURAY,CO81427 		  PC GENERAL OPERATIONS 3,000

OURAY COUNTY PERFORMING ARTS GUILD

PO BOX 14
OURAY,CO81427 		  PC GENERAL OPERATIONS 4,000

OURAY COUNTY SUPPORT AND ADVOCACY CENTER

PO BOX 1014
OURAY,CO81427 		  PC GENERAL OPERATIONS 10,000

OURAY LIBRARY

PO BOX 625 320 6TH AVENUE
OURAY,CO81427 		  PC GENERAL OPERATIONS 1,500

OURAY MOUNTAIN RESCUE

PO BOX 220
OURAY,CO81427 		  PC GENERAL OPERATIONS 2,500

OURAY TEACHERS FUND

PO BOX 1285
OURAY,CO81427 		  PC GENERAL OPERATIONS 10,000

OURAY TRAIL GROUP

PO BOX 50
OURAY,CO81427 		  PC GENERAL OPERATIONS 3,000

PACIFIC VISION FOUNDATION

711 VAN NESS AVENUE SUITE 260
SAN FRANCISCO,CA94102 		  PC GENERAL OPERATIONS 500

PAN-MASS CHALLENGE

77 4TH AVENUE
NEEDHAM,MA02494 		  PC GENERAL OPERATIONS 763

PARALYZED VETERANS OF AMERICA

PO BOX 758589
TOPEKA,KS666759950 		  PC GENERAL OPERATIONS 20

PARKS CONSERVANCY

201 FORT MASON
SAN FRANCISCO,CA94123 		  PC GENERAL OPERATIONS 250

PLANNED PARENTHOOD FEDERATION OF AMERICA

PO BOX 97166
WASHINGTON,DC200777543 		  PC GENERAL OPERATIONS 10,000

PLANNED PARENTHOOD OF NORTHERN CALIFORNIA

PO BOX 97166
WASHINGTON,DC200907166 		  PC GENERAL OPERATIONS 5,000

PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS

PO BOX 732055
DALLAS,TX753732055 		  PC GENERAL OPERATIONS 10,000

PRINCETON UNIVERSITY

PO BOX 5357
PRINCETON,NJ085435357 		  PC GENERAL OPERATIONS 37,500

RADCLIFFE COLLEGE

10 GARDEN STREET
CAMBRIDGE,MA021383630 		  PC GENERAL OPERATIONS 2,500

RAICES

1305 NORTH FLORES STREET
SAN ANTONIO,TX78212 		  PC GENERAL OPERATIONS 1,000

RAILS TO TRAILS CONSERVANCY

2121 WARD COURT NW 5TH FLOOR
WASHINGTON,DC20037 		  PC GENERAL OPERATIONS 35

REPORT FOR AMERICA CO THE GROUNDTRUTH PROJECT

LOCKBOX SVC 9450 SW GEMINI DR PMB
46837
BEAVERTON,OR970087105 		  PC GENERAL OPERATIONS 2,000

ROCKY MOUNTAIN RESCUE GROUP

3720 WALNUT STREET
BOULDER,CO80301 		  PC GENERAL OPERATIONS 1,000

SAINT LAWRENCE UNIVERSITY

23 ROMODA DRIVE
CANTON,NY13617 		  PC GENERAL OPERATIONS 10,000

SAN FRANCISCO - MARIN FOOD BANK

PO BOX 7203
SAN FRANCISCO,CA941207203 		  PC GENERAL OPERATIONS 5,000

SAN JUAN FILM INSTITUTE

PO BOX 1028
OURAY,CO81427 		  PC GENERAL OPERATIONS 10,000

SAVE THE BAY

560 14TH STREET 400
OAKLAND,CA94612 		  PC GENERAL OPERATIONS 7,500

SECOND CHANCE HUMANE SOCIETY

PO BOX 2096
RIDGWAY,CO81432 		  PC GENERAL OPERATIONS 4,000

SMC NEPHROLOGY FELLOWSHIP TRAINING PROGRAM

STANFORD UNIVERSITY NEPHROLOGY DEPT
STANFORD,CA943056105 		  PC GENERAL OPERATIONS 10,000

SPAN

835 NORTH STREET
BOULDER,CO80304 		  PC GENERAL OPERATIONS 1,050

STARFYSH

6757 CASCADE ROAD SUITE 207
GRAND RAPIDS,MI49546 		  PC GENERAL OPERATIONS 5,000

STRIDE

4482 NY HIGHWAY 150
WEST SAND LAKE,NY12196 		  PC GENERAL OPERATIONS 500

STUDENT HOUSING OF AMERICA

12587 FAIR LAKES CIRCLE SUITE 296
FAIRFAX,VA22033 		  PC GENERAL OPERATIONS 2,500

SUSTAINABLE ECONOMIES LAW CENTER

1428 FRANKLIN STREET
OAKLAND,CA94612 		  PC GENERAL OPERATIONS 250

THE GATHERING PLACE

1535 HIGH STREET
DENVER,CO80218 		  PC GENERAL OPERATIONS 2,500

THE MARINE MAMMAL CENTER

2000 BUNKER ROAD
SAUSALITO,CA94965 		  PC GENERAL OPERATIONS 1,500

THE TELLURIDE FOUNDATION

PO BOX 4222
TELLURIDE,CO81435 		  PC GENERAL OPERATIONS 5,000

THE WILD ANIMAL SANCTUARY

1946 COUNTY ROAD 53
KEENESBURG,CO80643 		  PC GENERAL OPERATIONS 20,000

THROCKMORTON THEATER

142 THROCKMORTON THEATER
MILL VALLEY,CA94941 		  PC GENERAL OPERATIONS 1,000

THUNDER RIVER THEATRE COMPANY

PO BOX 1773
CARBONDALE,CO81623 		  PC GENERAL OPERATIONS 3,000

UC BERKELEY FOUNDATION

1995 UNIVERSITY AVE SUITE 400
BERKELEY,CA94704 		  PC GENERAL OPERATIONS 30,000

UC HEALTH ANSCHULTZ

555 17TH STREET SUITE 2400
DENVER,CO80202 		  PC GENERAL OPERATIONS 250

UNCOMPAHGRE WATERSHED PARTNERSHIP

PO BOX 392
RIDGWAY,CO81432 		  PC GENERAL OPERATIONS 10,000

UNITED SPINAL ASSOCIATION

PO BOX 11035
LEWISTON,ME042439404 		  PC GENERAL OPERATIONS 25

UNITED WAY OF LONG ISLAND

819 GRAND BOULEVARD
DEER PARK,NY11729 		  PC GENERAL OPERATIONS 1,000

UNIVERSITY OF SAN FRANCISCO

2130 FULTON STREET ROOM 236
KENDRICK HALL
SAN FRANCISCO,CA94117 		  PC GENERAL OPERATIONS 3,000

UNIVERSITY OF VIRGINIA RICKY KELLER MEMORIAL FOUNDATION

PO BOX 400314
CHARLOTTESVILLE,VA22904 		  PC GENERAL OPERATIONS 20,000

URBAN PEAK

730 21ST STREET
DENVER,CO80205 		  PC GENERAL OPERATIONS 2,500

US HOLOCAUST MEMORIAL MUSEUM

100 RAOUL WALLENBERG PL SW
WASHINGTON,DC20024 		  PC GENERAL OPERATIONS 139

VOYAGER YOUTH PROGRAM

280 NORTH CORA STREET
RIDGWAY,CO81432 		  PC GENERAL OPERATIONS 1,000

WORLD CENTRAL KITCHEN

200 MASSACHUSETTS AVENUE NW 7TH
FLOOR
WASHINGTON,DC20001 		  PC GENERAL OPERATIONS 20,000

WOUNDED WARRIOR PROJECT

PO BOX 758541
TOPEKA,KS666758541 		  PC GENERAL OPERATIONS 100

YOUTH FOR CHRIST INTERNATIONAL

PO BOX 4555
ENGLEWOOD,CO801554555 		  PC GENERAL OPERATIONS 12,000

YWAM SHIPS CCTX

1443 SOUTH PADRE ISLAND DR SUITE A
PMB 197
CORPUS CHRISTI,TX78418 		  PC GENERAL OPERATIONS 9,805

K1 DEDUCTION PASSTHROUGH FROM MARCH CAPITAL OPPORTUNITY FUND IV LP

2040 WEBSTER STREET
SAN FRANCISCO,CA94115 		  PC GENERAL OPERATIONS 75
Total .................................right arrow 3a 742,048
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....   2,226 14 607,086  
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 ............ 		  -1,685 18 693,228  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aCRYSTAL CAPITAL FUND SERIES, LLC 		  -82,519 14 -131,136 0
bMARCH CAPITAL OPPORTUNITY FUND IV, LP   -17,024 14 3,448 0
cFEDERAL TAX REFUND     14 20,686 0
dFEDERAL TAX REFUND-INTEREST     14 2,191  
e
12 Subtotal. Add columns (b), (d), and (e) .. -99,002 1,195,503 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,096,501
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
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 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
KISSINGER FAMILY FOUNDATION INC
EIN:
11-3397778
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 11,250 3,938   7,312

TY 2023 InvestmentsOtherSchedule2
Name:
KISSINGER FAMILY FOUNDATION INC
EIN:
11-3397778
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
RELEVANT WEALTH ADVISORS AT COST 12,203,008 15,655,222
MARCH CAPITAL OPPORTUNITY FUND IV, LP AT COST 550,993 942,380
CRYSTAL CAPITAL FUND SERIES, LLC AT COST 463,743 683,211
VIRTU JOINT VENTURE OPPORTUNITY FUND, LP AT COST 600,000 600,000

TY 2023 OtherExpensesSchedule
Name:
KISSINGER FAMILY FOUNDATION INC
EIN:
11-3397778
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FILING FEES 750 0   750
OFFICE EXPENSE 301 0   301


TY 2023 OtherIncomeSchedule2
Name:
KISSINGER FAMILY FOUNDATION INC
EIN:
11-3397778
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
CRYSTAL CAPITAL FUND SERIES, LLC -213,655 -131,136 -213,655
MARCH CAPITAL OPPORTUNITY FUND IV, LP -13,576 3,448 -13,576
FEDERAL TAX REFUND 20,686   20,686
FEDERAL TAX REFUND-INTEREST 2,191 2,191 2,191


TY 2023 OtherLiabilitiesSchedule
Name:
KISSINGER FAMILY FOUNDATION INC
EIN:
11-3397778
Description Beginning of Year - Book Value End of Year - Book Value
CREDIT CARD PAYABLE 22,801 -2,971


TY 2023 OtherProfessionalFeesSchedule
Name:
KISSINGER FAMILY FOUNDATION INC
EIN:
11-3397778
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 132,710 132,710   0


TY 2023 TaxesSchedule
Name:
KISSINGER FAMILY FOUNDATION INC
EIN:
11-3397778
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 598 598   0
NEW YORK TAX 250 0   0