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
THE TAFT FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)530 FIFTH AVENUE 9TH FL SUITE 805
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10036
A Employer identification number

20-1232852
B Telephone number (see instructions)

(347) 871-4131
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$239,983,928J Accounting method:
MODIFIED CASH
(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) 400,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 144,976 144,976  
4 Dividends and interest from securities... 4,635,815 4,656,728  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 9,948,676
b Gross sales price for all assets on line 6a 58,393,604
7 Capital gain net income (from Part IV, line 2)... 9,886,294
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
132,473 259,067  
12 Total. Add lines 1 through 11........ 15,261,940 14,947,065  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 432,750 0   432,750
14 Other employee salaries and wages...... 418,021 0   418,021
15 Pension plans, employee benefits....... 152,384 0   152,384
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
53,681 0   51,681
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
775,352 657,552   117,800
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
182,266 2,812   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 182,700 0   182,700
21 Travel, conferences, and meetings....... 17,800 0   17,800
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
143,647 71,677   80,918
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,358,601 732,041   1,454,054
25 Contributions, gifts, grants paid....... 12,215,702 12,215,702
26 Total expenses and disbursements. Add lines 24 and 25 14,574,303 732,041   13,669,756
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 687,637
b Net investment income (if negative, enter -0-) 14,215,024
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 829,747 693,984 693,984
2 Savings and temporary cash investments......... 5,145,835 3,297,214 3,297,214
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) 497,289 0 0
b Investments—corporate stock (attach schedule)....... 65,324,870 Click to see attachment
List of Attached Documents:
// Content
81,398,106 		81,398,106
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).......... 149,140,418 Click to see attachment
List of Attached Documents:
// Content
154,594,624 		154,594,624
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) 220,938,159 239,983,928 239,983,928
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........... 220,938,159 239,983,928
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    
29 Total net assets or fund balances (see instructions)..... 220,938,159 239,983,928
30 Total liabilities and net assets/fund balances (see instructions). 220,938,159 239,983,928
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
220,938,159
2
Enter amount from Part I, line 27a .....................
2
687,637
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
18,358,132
4
Add lines 1, 2, and 3 ..........................
4
239,983,928
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
239,983,928
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 JANUS HENDERSON EUROPEAN BEST IDEAS FUND LLC P    
c OCA AKO EUROPEAN LONG-ONLY LLC P    
d OCA ESGS LLC P    
e OCA CHP SEGREGATED PORTFOLIO P    
OCA SCGE 1 1 2022 TE LLC P    
OCA CMTG, LLC P    
OCA FSSA ASIAN EQUITY LEADERS P    
ENTERPRISE PRODUCT PARTNERS, LP P    
(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 58,393,604   48,610,338 9,783,266
b       78,440
c       80,043
d       -24,229
e       107,390
      -142,248
      401
      3,842
      -611
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       9,783,266
b       78,440
c       80,043
d       -24,229
e       107,390
      -142,248
      401
      3,842
      -611
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 9,886,294
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) 1 197,589
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........................... 3 197,589
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- ..... 5 197,589
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 199,886
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 40,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 239,886
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 42,297
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow42,297 Refundedright arrow 11 0
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$ 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
 
No
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowFL, DE, NY
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 arrowTHETAFTFOUNDATION.ORG
14
The books are in care ofright arrowTHE TAFT FOUNDATION Telephone no.right arrow (347) 871-4131

Located atright arrow530 FIFTH AVENUE 9TH FL SUITE 805NEW YORKNY ZIP+4right arrow10036
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)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(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
 
No
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
HOWARD ROTHMAN PRESIDENT, BOARD CHAIR, DIR.
15.00 		112,750 3,383 0
530 FIFTH AVENUE 9TH FLOOR SUITE
805
NEW YORK,NY10036
PHOEBE BOYER VICE PRESIDENT, SECRETARY, DIR.
1.00 		0 0 0
530 FIFTH AVENUE 9TH FLOOR SUITE
805
NEW YORK,NY10036
WILLIAM RUPP VICE PRESIDENT, TREASURER, DIR.
1.00 		0 0 0
530 FIFTH AVENUE 9TH FLOOR SUITE
805
NEW YORK,NY10036
JOAN ROTHMAN DIRECTOR
4.00 		0 0 0
530 FIFTH AVENUE 9TH FLOOR SUITE
805
NEW YORK,NY10036
NINA BERSHADKER EXECUTIVE DIRECTOR
40.00 		320,000 16,000 0
530 FIFTH AVENUE 9TH FLOOR SUITE
805
NEW YORK,NY10036
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
DEENA SCHAFFER SENIOR PROGRAM OFFIC
40.00 		143,660 7,183 0
530 FIFTH AVE 9TH FLOOR SUITE 805
NEW YORK,NY10036
ERIN GONZALEZ PROGRAM OFFICER
40.00 		116,000 5,800 0
530 FIFTH AVE 9TH FLOOR SUITE 805
NEW YORK,NY10036
ZINA THOMPKINS PROGRAM OFFICER
40.00 		93,000 4,650 0
530 FIFTH AVE 9TH FLOOR SUITE 805
NEW YORK,NY10036
JULIA DAVIS GRANTS MGMT & ADMIN
40.00 		64,000 1,307 0
530 FIFTH AVE 9TH FLOOR SUITE 805
NEW YORK,NY10036
Total number of other employees paid over $50,000...................right arrow 0
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
JPMORGAN CHASE BANK INVESTMENT MANAGEMENT 495,508
270 PARK AVENUE
NEW YORK,NY10017
MCKINNON WRIGHT WEALTH MANAGEMENT INVESTMENT MANAGEMENT 116,456
500 W CYPRESS CREEK ROAD SUITE 680
FORT LAUDERDALE,FL33309
IMPACT PARTNERS LLC GRANTMAKING CONSULTING 78,931
6365 NW 77TH PLACE
PARKLAND,FL33067
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 (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
227,080,407
b
Average of monthly cash balances.......................
1b
6,364,293
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
233,444,700
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
233,444,700
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
3,501,671
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
229,943,029
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
11,497,151
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
11,497,151
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
197,589
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
197,589
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
11,299,562
4
Recoveries of amounts treated as qualifying distributions................
4
21,949
5
Add lines 3 and 4............................
5
11,321,511
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
11,321,511
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
13,669,756
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
13,669,756
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 11,321,511
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022...... 1,765,617
e From 2023...... 2,402,049
f Total of lines 3a through e ........ 4,167,666
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 13,669,756
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 11,321,511
e Remaining amount distributed out of corpus 2,348,245
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 6,515,911
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		6,515,911
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022.... 1,765,617
d Excess from 2023.... 2,402,049
e Excess from 2024.... 2,348,245
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ACTIONPLAY

394 MYRTLE AVE SUITE 39
BROOKLYN,NY11205 		N/A PC GENERAL OPERATING SUPPORT 6,000

ADRIENNE ARSHT CENTER TRUST INC

1300 BISCAYNE BLVD
MIAMI,FL33132 		N/A PC ACCESSING THE ARTS - ADULTS PROGRAM 50,000

AHRC NEW YORK CITY

83 MAIDEN LANE
NEW YORK,NY10038 		N/A PC CARE COORDINATION PILOT WITH NYC DSS 175,000

ANN STORCK CENTER

1790 SW 43RD WAY
FORT LAUDERDALE,FL33317 		N/A PC EXPRESSIVE ARTS PROGRAM AND PLAYGROUND RENOVATION 220,543

ARC BROWARD INC

10250 NW 53RD ST
SUNRISE,FL33351 		N/A PC TRANSITION AND EMPLOYMENT PROGRAMS, INFRASTRUCTURE IMPROVMENTS AND STAFF RETENTION EFFORTS 450,000

ARTS4ALL FLORIDA

4202 E FOWLER AVENUE EDU 105
TAMPA,FL33620 		N/A PC SUPPORT FOR MIAMI-DADE AND BROWARD COUNTIES 3,000

ARTS4ALL FLORIDA-PALM BEACH COUNTY

2728 LAKE WORTH ROAD
LAKE WORTH,FL33461 		N/A PC GENERAL OPERATING SUPPORT 6,000

ASSISTANCE LEAGUE OF GREATER WILMINGTON

420 EASTWOOD ROAD UNIT 107
WILMINGTON,NC28403 		N/A PC GENERAL OPERATING SUPPORT 5,000

AUDRE LORDE PROJECT

85 SOUTH OXFORD STREET
BROOKLYN,NY11217 		N/A PC GENERAL OPERATING SUPPORT 3,000

AUTISM THEATER PROJECT

18808 SW 80TH CT
CUTLER BAY,FL33157 		N/A PC GENERAL OPERATING SUPPORT 2,000

AZUL FASHION ART & DESIGN INC

2635 OLD OKEECHOBEE RD
WEST PALM BEACH,FL33409 		N/A PC GENERAL OPERATING SUPPORT 7,000

BEST BUDDIES FLORIDA

105 E ROBINSON STREET SUITE 540
ORLANDO,FL32801 		N/A PC JOBS AND TRANSITION PROGRAM 175,000

BEST BUDDIES NEW YORK

1133 AVENUE OF THE AMERICAS SUITE
3110
NEW YORK,NY10036 		N/A PC TRANSITION & JOBS PROGRAM IN NYC 200,000

BETTER DAYS RESCUE FUND INC

PO BOX 116
ROXBURY,CT06783 		N/A PC GENERAL OPERATING SUPPORT 7,500

BOWERY RESIDENTS COMMITTEE

131 WEST 25TH STREET 12TH FLOOR
NEW YORK,NY10001 		N/A PC GENERAL OPERATING SUPPPORT 10,000

BREATKTHROUGH T1D

200 VESEY STREET 28TH FLOOR
NEW YORK,NY10281 		N/A PC GENERAL OPERATING SUPPORT 10,000

BRIDGES FROM SCHOOL TO WORK

1460 BROADWAY 11TH FLOOR
NEW YORK,NY10036 		N/A PC NEW YORK CITY PROGRAM 155,000

BROOKLYN LAW SCHOOL

250 JORALEMON STREET
BROOKLYN,NY11201 		N/A PC DISABILITY AND CIVIL RIGHTS CLINIC 416,661

BROWARD CENTER FOR THE PERFORMING ARTS

201 SW FIFTH AVE
FORT LAUDERDALE,FL33312 		N/A PC ARTISTIC PROGRAMMING FOR INDIVIDUALS WITH I/DD 100,000

CENTER FOR REPRODUCTIVE RIGHTS

199 WATER STREET 22ND FLOOR
NEW YORK,NY10038 		N/A PC GENERAL OPERATING SUPPORT 4,000

CHILDREN'S AID COLLEGE PREP CHARTER SCHOOL

117 WEST 124TH STREET 5TH FLOOR
NEW YORK,NY10027 		N/A PC GENERAL OPERATING SUPPORT 15,000

CHILDREN'S AID

117 WEST 124TH STREET 5TH FLOOR
NEW YORK,NY10027 		N/A PC GENERAL OPERATING SUPPORT 600,000

CHILDREN'S CANCER AND BLOOD FOUNDATION INC

466 LEXINGTON AVENUE 16TH FLOOR
NEW YORK,NY10017 		N/A PC GENERAL OPERATING SUPPORT 7,500

CHILDREN'S CANCER ASSOCIATION

1200 NORTHWEST NAITO PARKWAY SUITE
140
PORTLAND,OR97209 		N/A PC JOYRX'S NYC EXPANSION 100,000

CHILDREN'S DIAGNOSTIC AND TREATMENT CENTER

1401 S FEDERAL HWY
FORT LAUDERDALE,FL33316 		N/A PC TRANSITONING ADOLESCENTS FORWARD INTO TOMORROW (TAFT) PROGRAM 220,386

CITIZENS' COMMITTEE FOR CHILDREN OF NEW YORK

14 WALL STREET SUITE 4E
NEW YORK,NY10005 		N/A PC GENERAL OPERATING SUPPORT 1,000

COLLECTIVE FOCUS RESOURCE HUB INC

1046 BROADWAY
BROOKLYN,NY11221 		N/A PC GENERAL OPERATING SUPPORT 2,000

COOKE SCHOOL AND INSTITUTE

1713 MADISON AVENUE
NEW YORK,NY10029 		N/A PC TRANSITION TO LIFE PROGRAM 361,837

DANIEL'S MUSIC FOUNDATION

1595 LEXINGTON AVENUE
NEW YORK,NY10029 		N/A PC GENERAL OPERATING SUPPORT 100,000

DE MOYA FOUNDATION

13131 SOUTHWEST 132ND STREET SUITE
101
MIAMI,FL33186 		N/A PF GENERAL OPERATING SUPPORT 90,000

ELS FOR AUTISM FOUNDATION

18370 LIMESTONE CREEK ROAD
JUPITER,FL33458 		N/A PC ADULT SERVICES 385,000

EQUINE-ASSISTED THERAPIES OF SOUTH FLORIDA INC (EATSF)

PO BOX 273542
BOCA RATON,FL33427 		N/A PC GENERAL OPERATING SUPPORT 75,000

FANTASY THEATRE FACTORY

6103 NW 7TH AVE
MIAMI,FL33127 		N/A PC MIAMI-DADE COUNTY DEPARTMENT OF CULTURAL AFFAIRS ("MDCA") ALL KIDS INCLUDED ACCESSIBLE ARTS EXPERIENCE 92,439

FINE ARTS ORCHESTRAL SOCIETY OF YONKERS INC

PO BOX 705
YONKERS,NY10704 		N/A PC YONKERS PHILHARMONIC ORCHESTRA 1,000

FLORIDA ATLANTIC UNIVERSITY - CARD

777 GLADES ROAD AD- 10 295
BOCA RATON,FL33431 		N/A PC BRIDGE TRANSITION PROGRAM INITIATIVE OF FAU CARD 315,608

FRIENDS OF KAREN

118 TITICUS ROAD
NORTH SALEM,NY10560 		N/A PC GENERAL OPERATING SUPPORT 5,000

FRIENDS OF THE NEW YORK TRANSIT MUSEUM

130 LIVINGSTON ST 10TH FLOOR
BROOKLYN,NY11201 		N/A PC ACCESS PROGRAMS 45,000

GALLOPNYC

540 PRESIDENT STREET 3RD FLOOR
BROOKLYN,NY11215 		N/A PC GENERAL OPERATING SUPPORT 150,000

GIGI'S PLAYHOUSE NYC

106 W 117TH STREET
NEW YORK,NY10026 		N/A PC GENERAL OPERATING SUPPORT 25,000

GILDA'S CLUB OF SOUTH FLORIDA

119 ROSE DR
FT LAUDERDALE,FL33316 		N/A PC GENERAL OPERATING SUPPORT 70,000

GIRLS ON THE RUN GREATER OREGON

2337 NW YORK STREET SUITE 202E
PORTLAND,OR97210 		N/A PC GENERAL OPERATING SUPPORT 5,000

GODS LOVE WE DELIVER

166 AVENUE OF THE AMERICAS
NEW YORK,NY10013 		N/A PC GENERAL OPERATING SUPPORT 7,500

HEALTHY HUMOR INC

17 STATE STREET SUITE 4000
NEW YORK,NY10004 		N/A PC RED NOSE DOCS IN HARLEM, JACOBI, AND BRONXCARE HOSPITALS 379,167

HEARTSHARE HUMAN SERVICES OF NEW YORK

330 JAY STREET 29TH FLOOR
BROOKLYN,NY11201 		N/A PC ARTSHARE FOR HEARTSHARE 210,622

HEMATH INC

12516 NOBLE COURT
POTOMAC,MD20854 		N/A PC GENERAL OPERATING SUPPORT 5,000

HIGH HOPES FOR THERAPEUTIC RIDING

36 TOWN WOODS ROAD
OLD LYME,CT06371 		N/A PC GENERAL OPERATING SUPPORT 5,000

HORACE GREELEY SCHOLARSHIP FUND

PO BOX 242
CHAPPAQUA,NY10514 		N/A PC GENERAL OPERATING SUPPORT 5,000

INCLUDENYC

520 8TH AVE 25TH FLOOR SUITE 2500
NEW YORK,NY10018 		N/A PC YOUTH AND TRANSITION SERVICES 260,000

JACK & JILL CENTER

1315 WEST BROWARD BLVD
FORT LAUDERDALE,FL33312 		N/A PC GENERAL OPERATING SUPPORT 70,000

JAWONIO INC

260 NORTH LITTLE TOR ROAD
NEW CITY,NY10956 		N/A PC EARLY INTERVENTION PROGRAM 258,829

JEWISH COMMUNITY CENTER OF STAMFORD

1035 NEWFIELD AVENUE
STAMFORD,CT06905 		N/A PC GENERAL OPERATING SUPPORT 10,000

JOB PATH INC

256 WEST 38TH STREET
NEW YORK,NY10018 		N/A PC CONSORTIUM FOR CUSTOMIZED EMPLOYMENT 303,959

JOE DIMAGGIO CHILDREN'S HOSPITAL FOUNDATION INC

3329 JOHNSON STREET
HOLLYWOOD,FL33021 		N/A PC ENRICHMENT AND WELLNESS PROGRAM 213,000

JOYEUX FOUNDATION US

32 BROWNDALE PLACE
PORT CHESTER,NY10573 		N/A PC JOYEUX'S NYC EXPANSION 50,000

KENTUCKY HEALTH JUSTICE NETWORK

PO BOX 4761
LOUISVILLE,KY40204 		N/A PC GENERAL OPERATING SUPPORT 10,000

KIDS IN CRISIS INC

1 SALEM ST
COS COB,CT068072624 		N/A PC GENERAL OPERATING SUPPORT 5,000

LINCOLN CENTER FOR THE PERFORMING ARTS INC

70 LINCOLN CENTER PLAZA
NEW YORK,NY10023 		N/A PC I/DD PROGRAMS 100,000

MARLENE MEYERSON JCC MANHATTAN

334 AMSTERDAM AVE
NEW YORK,NY10023 		N/A PC JACK AND SHIRLEY SILVER CENTER FOR DIVERSE ABILITIES (CDA) 150,000

MEMORIAL SLOAN KETTERING

1275 YORK AVENUE BOX 701
NEW YORK,NY10065 		N/A PC CHILD LIFE PROGRAM 115,000

MIND&MELODY INC

11301 SOUTH DIXIE HIGHWAY SUITE
5998
MIAMI,FL33256 		N/A PC GENERAL OPERATING SUPPORT 7,000

NEW YORK CITY CHARTER SCHOOL CENTER

111 BROADWAY SUITE 604
NEW YORK,NY10006 		N/A PC GENERAL OPERATING SUPPORT 5,000

NEXT FOR AUTISM

1177 AVENUE OF THE AMERICAS 5TH
FLOOR
NEW YORK,NY10036 		N/A PC NEXT FOR FELLOWS PROGRAM IN WESTCHESTER 53,282

NICHOLAS CENTER LTD

382 MAIN STREET
PORT WASHINGTON,NY11050 		N/A PC WESTCHESTER PROGRAM 160,000

NICKLAUS CHILDREN'S HOSPITAL FOUNDATION

3100 SW 62ND AVE
MIAMI,FL33155 		N/A PC ARTS IN HEALING AND ADAPTIVE CARE PROGRAMS 120,000

NOVA SOUTHEASTERN UNIVERSITY - DEVELOPMENTAL ASSESSMENT CLINIC

3301 COLLEGE AVENUE
FORT LAUDERDALE,FL33314 		N/A PC NSU'S DEVELOPMENTAL ASSESSMENT CLINIC 276,873

NOVA SOUTHEASTERN UNIVERSITY - SHEPARD BROAD COLLEGE OF LAW

3305 COLLEGE AVENUE LEO GOODWIN SR
HALL 120B
FT LAUDERDALE,FL33312 		N/A PC DISABILITY & ADVOCACY LAW (DIAL) CLINIC 482,200

PALM BEACH MARITIME ACADEMY

1518 LANTANA ROAD
LANTANA,FL33462 		N/A PC GENERAL OPERATING SUPPORT 15,000

POETRY SOCIETY OF AMERICA

119 SMITH STREET
BROOKLYN,NY11201 		N/A PC GENERAL OPERATING SUPPORT 10,000

QSAC INC

253 WEST 35TH ST 14TH FLOOR
NEW YORK,NY10001 		N/A PC GENERATING OPPORTUNITIES FOR ADVOCACY AND LIFE SUCCESS (GOALS) PROGRAM 195,817

RAMAPO FOR CHILDREN

22 CAMP RAMAPO ROAD/PO BOX 266
RHINEBECK,NY12572 		N/A PC STAFF ASSISTANT EXPERIENCE (SAE) PROGRAM 250,000

RENAISSANCE INTERNATIONAL

500 N E SPANISH RIVER BLVD SUITE
102
BOCA RATON,FL33431 		N/A PC GENERAL OPERATING SUPPORT 6,000

RISING TREETOPS AT OAKHURST

1140 BROADWAY SUITE 507
NEW YORK,NY10001 		N/A PC GENERAL OPERATING SUPPORT 135,000

RIVERSIDE LANGUAGE PROGRAM INC

270 W 89TH ST
NEW YORK,NY10024 		N/A PC GENERAL OPERATING SUPPORT 5,000

SNACK & FRIENDS INC

316 EAST 53RD ST
NEW YORK,NY10022 		N/A PC GENERAL OPERATING SUPPORT, EXCEPT FOR EXPENSES RELATED TO SNACK21+ TRANSITIONING PROGRAMMING 50,000

SPECIAL OLYMPICS FLORIDA

1915 DON WICKHAM DRIVE
CLERMONT,FL34711 		N/A PC SUPPORT AREA 8 300,000

SPECIAL OLYMPICS NEW YORK

211 E 43RD STREET SUITE 802
NEW YORK,NY10017 		N/A PC NEW YORK CITY PROGRAMS 175,000

ST MARY'S FOUNDATION FOR CHILDREN

29-01 216 STREET
BAYSIDE,NY11360 		N/A PC ST. MARY'S HOSPITAL FOR CHILDREN'S ("SMHC") COMPLEMENTARY CARE SERVICES 225,000

TECH KIDS UNLIMITED INC

261 BROADWAY 8D
NEW YORK,NY10007 		N/A PC GENERAL OPERATING SUPPORT 90,000

THE ALI FORNEY CENTER

307 W 38TH ST 2ND FLOOR
NEW YORK,NY10018 		N/A PC GENERAL OPERATING SUPPORT 6,000

THE ARC WESTCHESTER

265 SAW MILL RIVER RD
HAWTHORNE,NY10532 		N/A PC GENERAL OPERATING SUPPORT 559,759

THE BRIGID ALLIANCE

PO BOX 58
NEW YORK,NY10024 		N/A PC GENERAL OPERATING SUPPORT 5,000

THE CENTER FOR DISCOVERY

PO BOX 840
HARRIS,NY12742 		N/A PC HEALING ARTS PROGRAM 600,000

THE CURE STARTS NOW

10280 CHESTER ROAD
CINCINNATI,OH45215 		N/A PC MILFORD, CT CHAPTER 7,500

THE IDEAL SCHOOL OF MANHATTAN

5 HANOVER SQUARE
NEW YORK,NY10004 		N/A PC FOR UNRESTRICTED ANNUAL GIVING FUND IN LEITH RAGHEI'S MEMORY 25,000

THE IDEAL SCHOOL OF MANHATTAN

5 HANOVER SQUARE
NEW YORK,NY10004 		N/A PC GENERAL OPERATING SUPPORT 5,000

THE MUSEUM OF MODERN ART

11 WEST 53 STREET
NEW YORK,NY10019 		N/A PC ACCESS PROGRAMS 100,000

THE SPRINGBOARD SCHOOL AT LUBAVITCH ON THE PALISADES

11 HAROLD STREET
TENAFLY,NJ07670 		N/A PC GENERAL OPERATING SUPPORT 5,000

THE WOW CENTER INC

11450 SW 79TH STREET
MIAMI,FL33173 		N/A PC GENERAL OPERATING SUPPORT 145,000

THEATRE DEVELOPMENT FUND

520 8TH AVENUE SUITE 801
NEW YORK,NY10018 		N/A PC AUTISM FRIENDLY PERFORMANCES 200,000

TOWN OF PALM BEACH UNITED WAY INC

44 COCOANUT ROW SUITE M201
PALM BEACH,FL33480 		N/A PC GENERAL OPERATING SUPPORT 5,000

UNIVERSITY OF MIAMI - MAILMAN CENTER FOR CHILD DEVELOPMENT

1531 BRESCIA AVENUE SUITE 124
CORAL GABLES,FL33146 		N/A PC FAMILY NAVIGATOR PROGRAM 348,600

UNIVERSITY OF MIAMI - NOVA SOUTHEASTERN UNIVERSITY CENTER FOR AUTISM & RELA

1531 BRESCIA AVENUE SUITE 124
CORAL GABLES,FL33146 		N/A PC TRANSITION & ADULT SERVICES 302,692

VOLUNTEER NEW YORK

220 WHITE PLAINS ROAD SUITE 220
TARRYTOWN,NY10591 		N/A PC READINESS THRU INTEGRATED SERVICES ENGAGEMENT (RISE) PROGRAM 210,928

WESTCHESTER INSTITUTE FOR HUMAN DEVELOPMENT

CEDARWOOD HALL
VALHALLA,NY10595 		N/A PC COMMUNITY SUPPORT NETWORK 298,500
Total .................................right arrow 3a 12,215,702
bApproved for future payment

AHRC NEW YORK CITY
83 MAIDEN LANE
NEW YORK,NY10038 		N/A PC CARE COORDINATION PILOT WITH NYC DSS 175,000

BEST BUDDIES FLORIDA
105 E ROBINSON STREET SUITE 540
ORLANDO,FL32801 		N/A PC JOBS AND TRANSITION PROGRAM 225,000

BEST BUDDIES NEW YORK
1133 AVENUE OF THE AMERICAS SUITE
3110
NEW YORK,NY10036 		N/A PC TRANSITION & JOBS PROGRAM IN NYC 200,000

BROOKLYN LAW SCHOOL
250 JORALEMON STREET
BROOKLYN,NY11201 		N/A PC DISABILITY AND CIVIL RIGHTS CLINIC 444,481

GALLOPNYC
540 PRESIDENT STREET 3RD FLOOR
BROOKLYN,NY11215 		N/A PC GENERAL OPERATING SUPPORT 50,000

JOB PATH INC
256 WEST 38TH STREET
NEW YORK,NY10018 		N/A PC CONSORTIUM FOR CUSTOMIZED EMPLOYMENT 309,652

NOVA SOUTHEASTERN UNIVERSITY - DEVELOPMENTAL ASSESSMENT CLINIC
3301 COLLEGE AVENUE
FORT LAUDERDALE,FL33314 		N/A PC NSU'S DEVELOPMENTAL ASSESSMENT CLINIC 290,715

NOVA SOUTHEASTERN UNIVERSITY - SHEPARD BROAD COLLEGE OF LAW
3305 COLLEGE AVENUE LEO GOODWIN SR
HALL 120B
FT LAUDERDALE,FL33312 		N/A PC DISABILITY & ADVOCACY LAW (DIAL) CLINIC 1,016,500

QSAC INC
253 WEST 35TH ST 14TH FLOOR
NEW YORK,NY10001 		N/A PC GENERATING OPPORTUNITIES FOR ADVOCACY AND LIFE SUCCESS (GOALS) PROGRAM 221,504

SPECIAL OLYMPICS FLORIDA
1915 DON WICKHAM DRIVE
CLERMONT,FL34711 		N/A PC SUPPORT AREA 8 300,000

THE ARC WESTCHESTER
265 SAW MILL RIVER RD
HAWTHORNE,NY10532 		N/A PC GENERAL OPERATING SUPPORT 1,244,358

VOLUNTEER NEW YORK
220 WHITE PLAINS ROAD SUITE 220
TARRYTOWN,NY10591 		N/A PC READINESS THRU INTEGRATED SERVICES ENGAGEMENT (RISE) PROGRAM 216,548

WESTCHESTER INSTITUTE FOR HUMAN DEVELOPMENT
CEDARWOOD HALL
VALHALLA,NY10595 		N/A PC COMMUNITY SUPPORT NETWORK 298,500
Total ................................. right arrow 3b 4,992,258
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 ........... 		    14 144,976  
4 Dividends and interest from securities ....     14 4,635,815  
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 .....     01 110,524  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 9,948,676  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER PARTNERSHIP INCOME 		901101 -33,253 01 33,253  
bGRANT REFUND     01 17,176  
cLEGAL FEES REFUND     01 4,773  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -33,253 14,895,193 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
14,861,940
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


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


Software ID:  
Software Version:  


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

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
THE TAFT FOUNDATION
 
Employer identification number

20-1232852
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

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

527 political organization


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

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

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
THE TAFT FOUNDATION
  		Employer identification number
20-1232852
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
THE ESTATE OF DON TAFT
 
C/O RANDY RUPP 1300 SE 17TH STREET
 
FT LAUDERDALE, FL33316

$ 400,000


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
THE TAFT FOUNDATION
  		Employer identification number

20-1232852
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
THE TAFT FOUNDATION
  		Employer identification number

20-1232852
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
THE TAFT FOUNDATION
EIN:
20-1232852
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING & TAX PREPARATION 37,650 0   35,650
BOOKKEEPING SERVICES 16,031 0   16,031

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 ExpenditureResponsibilityStmt
Name:
THE TAFT FOUNDATION
EIN:
20-1232852
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
DE MOYA FOUNDATION
  		13131 SOUTHWEST 132ND STREET SUITE
101
MIAMI,FL33186 		2024-07-29 90,000 GENERAL OPERATING SUPPORT 43,060 TO GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED FROM PURPOSE OF GRANT. 8/28/25   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT(S) FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT(S) WAS MADE.
DE MOYA FOUNDATION
  		13131 SOUTHWEST 132ND STREET SUITE
101
MIAMI,FL33186 		2023-12-20 45,000 GENERAL OPERATING SUPPORT 45,000 TO GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED FROM PURPOSE OF GRANT. 10/24/24, 8/28/25   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT(S) FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT(S) WAS MADE.

TY 2024 InvestmentsCorpStockSchedule
Name:
THE TAFT FOUNDATION
EIN:
20-1232852
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES (ABT) 4,400.000 QTY 497,684 497,684
ADOBE SYSTEMS INC (ADBE) 1,000.000 QTY 444,680 444,680
ALIBABA GROUP HOLDING (BABA) 264.000 QTY 22,385 22,385
ALPHABET INC CL A (GOOGL) 6,093.000 QTY 1,153,405 1,153,405
ALPHABET INC CL C (GOOG) 7,133.000 QTY 1,358,409 1,358,409
AMAZON.COM (AMZN) 22,851.000 QTY 5,013,281 5,013,281
ANALOG DEVICES INC (ADI) 4,900.000 QTY 1,041,054 1,041,054
APPLE INC (AAPL) 12,925.000 QTY 3,236,679 3,236,679
AT&T INC (T) 20,000.000 QTY 455,400 455,400
AUTODESK INC (ADSK) 321.000 QTY 94,878 94,878
BERKSHIRE HATHAWAY INC (BRKB) 3,876.000 QTY 1,756,913 1,756,913
BLACKSTONE GROUP INC (BX) 2,750.000 QTY 474,155 474,155
BLOCK INC (SQ) 403.000 QTY 34,251 34,251
BOEING CO (BABA) 828.000 QTY 146,556 146,556
BOOKING HOLDINGS INC (BKNG) 184.000 QTY 914,189 914,189
BROADCOM INC (AVGO) 10,508.000 QTY 2,436,175 2,436,175
CAPITAL ONE FINANCIAL CORP (COF) 10,825.000 QTY 1,930,314 1,930,314
CHEVRON CORPORATION (CVX) 3,000.000 QTY 434,520 434,520
CHIPOTLE MEXICAN GRILL (CMG) 6,000.000 QTY 361,800 361,800
CVS HEALTH CORPORATION (CVS) 5,000.000 QTY 224,450 224,450
DEERE & CO (DE) 39.000 QTY 16,524 16,524
DIAMONDBACK ENERGY INC (FANG) 1,500.000 QTY 245,745 245,745
ELI LILLY & CO (LLY) 1,601.000 QTY 1,235,972 1,235,972
ENTERPRISE PRODUCTS PARTNERS (EPD) 20,000.000 QTY 627,200 627,200
EOG RESOURCES INC (EOG) 12,707.000 QTY 1,557,624 1,557,624
ESTEE LAUDER CO (EL) 14,965.000 QTY 1,122,076 1,122,076
EXPEDITORS INTL WASH INC (EXPD) 318.000 QTY 35,225 35,225
FACTSET RESEARCH SYSTEMS INC (FDS) 84.000 QTY 40,344 40,344
HCA HEALTHCARE INC (HCA) 2,511.000 QTY 753,677 753,677
HOME DEPOT INC (HD) 33,389.000 QTY 1,823,974 1,823,974
HONEYWELL INTERNATIONAL INC (HON) 5,644.000 QTY 1,274,923 1,274,923
HUBSPOT INC (HUBS) 1,056.000 QTY 735,789 735,789
HUNT (JB) TRANSPORT SVCS INC (JBHT) 3,053.000 QTY 521,025 521,025
ILLUMINA INC (ILMN) 237.000 QTY 31,670 31,670
INTUIT INC (INTU) 1,761.000 QTY 1,106,789 1,106,789
INTUITIVE SURGICAL INC (ISRG) 1,790.000 QTY 934,308 934,308
IONIS PHARMACEUTICALS (IONS) 15,000.000 QTY 524,400 524,400
JPMORGAN CHASE & CO (JPM) 3,500.000 QTY 838,985 838,985
KINDER MORGAN INC (KMI) 86,330.000 QTY 2,365,442 2,365,442
LOEWS CORP (L) 20,846.000 QTY 1,765,448 1,765,448
M&T BANK CORP (MTB) 8,059.000 QTY 1,515,173 1,515,173
MARTIN MARIETTA MATERIALS (MLM) 1,413.000 QTY 729,815 729,815
MASTERCARD INC (MA) 2,881.000 QTY 1,517,048 1,517,048
MCDONALD'S COR (MCD) 5,149.000 QTY 1,492,644 1,492,644
META PLATFORMS INC (META) 5,229.000 QTY 3,061,632 3,061,632
MICROSOFT CORP (MSFT) 11,386.000 QTY 4,799,199 4,799,199
MONDELEZ INTL INC (MDLZ) 5,000.000 QTY 298,655 298,655
MONSTER BEVERAGE CORP (MNST) 1,444.000 QTY 75,897 75,897
MORGAN STANLEY (MS) 10,387.000 QTY 1,305,854 1,305,854
NETFLIX INC (NFLX) 227.000 QTY 202,330 202,330
NEXTERA ENERGY INC (NEE) 16,679.000 QTY 1,195,718 1,195,718
NIKE INC (NKE) 390.000 QTY 29,511 29,511
NOVARTIS AG SPON ADR (NVS) 318.000 QTY 30,945 30,945
NOVO-NORDISK AS SPON ADR (NVO) 645.000 QTY 55,497 55,497
NVIDIA CORP (NVDA) 40,982.000 QTY 5,503,473 5,503,473
ORACLE CORP (ORCL) 965.000 QTY 160,808 160,808
PACKING CORP OF AMERICA (PKG) 3,874.000 QTY 872,154 872,154
PALO ALTO NETWORKS INC (PANW) 6,713.000 QTY 1,221,497 1,221,497
PAYPAL HOLDINGS INC (PYPL) 369.000 QTY 31,494 31,494
PFIZER INC (PFE) 10,000.000 QTY 265,300 265,300
PROCTER & GAMBLE CO (PG) 8,735.000 QTY 1,464,423 1,464,423
PUBLIC STORAGE (PSA) 3,950.000 QTY 1,182,788 1,182,788
QUAL COMM INC (QCOM) 308.000 QTY 47,315 47,315
QUANTA SERVICES INC (PWR) 3,447.000 QTY 1,089,424 1,089,424
REGENCY CENTER CORP (REG) 15,660.000 QTY 1,157,744 1,157,744
REGENERON PHARMACEUTICALS (REGN) 1,286.000 QTY 916,061 916,061
ROCHE HOLDINGS LTD (RHHBY) 721.000 QTY 25,148 25,148
ROYAL CARIBBEAN CRUISES LTD (RCL) 4,000.000 QTY 922,760 922,760
RTX CORP (RTX) 3,500.000 QTY 405,020 405,020
SALESFORCE INC (CRM) 1,323.000 QTY 442,319 442,319
SEI INVESTMENTS CO (SEIC) 478.000 QTY 39,425 39,425
SHOPIFY INC (SHOP) 784.000 QTY 83,363 83,363
SIMON PROPERTY GROUP REIT INC (SPG) 3,000.000 QTY 516,630 516,630
SOUTHWEST AIRLINES CO (LUV) 13,000.000 QTY 437,060 437,060
STARBUCKS CORP (SBUX) 4,539.000 QTY 414,184 414,184
TESLA INC (TSLA) 753.000 QTY 304,121 304,121
TEXAS ROADHOUSE INC (TXRH) 3,000.000 QTY 541,290 541,290
THERMO FISHER SCIENTIFIC INC (TMO) 1,454.000 QTY 756,414 756,414
TJX COMPANIES INC (TJX) 6,116.000 QTY 738,874 738,874
TRANE TECHNOLOGIES PLC (TT) 3,798.000 QTY 1,402,791 1,402,791
UBER TECHNOLOGIES INC (UBER) 10,000.000 QTY 603,200 603,200
UNITED PARCEL SERVICE (UPS) 3,000.000 QTY 378,300 378,300
UNITEDHEALTH GROUP INC (UNH) 2,726.000 QTY 1,378,974 1,378,974
US BANCORP (USB) 10,000.000 QTY 478,300 478,300
VERIZON COMMUNICATIONS (VZ) 12,000.000 QTY 479,880 479,880
VERTEX PHARMACEUTICALS INC (VRTX) 216.000 QTY 86,983 86,983
VISA INC (V) 533.000 QTY 168,449 168,449
WALT DISNEY CO (DIS) 5,809.000 QTY 646,832 646,832
WARNER BROS DISCOVERY INC (WBD) 25,132.000 QTY 265,645 265,645
WORKDAY INC (WDAY) 112.000 QTY 28,899 28,899
YUM BRANDS INC (YUM) 224.000 QTY 30,052 30,052
YUM CHINA HOLDINGS INC (YUMC) 259.000 QTY 12,476 12,476

TY 2024 InvestmentsOtherSchedule2
Name:
THE TAFT FOUNDATION
EIN:
20-1232852
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ARES PCS II PRIVATE INVESTORS OFFSHORE LP FMV 672,573 672,573
ARTISAN INTL VAL-INST (APHKX) 44,281.688 QTY FMV 2,082,568 2,082,568
BLACKROCK HIGH YIELD-K (BRHYX) 611,652.270 QTY FMV 4,342,731 4,342,731
CD&R XI PRIVATE INVESTORS CAYMAN, LP FMV 1,854,059 1,854,059
COATUE OPPORTUNITY OFFSHORE FUND II 2,380,265.019 QTY FMV 2,923,595 2,923,595
COHEN & STEERS RL EST (CREFX) 194,417.630 QTY FMV 3,357,592 3,357,592
CONSUMER DISCRETIONARY SELT (XLY) 1,690.000 QTY FMV 379,152 379,152
DODGE & COX INCOME (DODIX) 639,431.140 QTY FMV 7,916,158 7,916,158
DOVER STREET FUND XI PRIVATE INVESTORS OFFSHORE SICAV-RAIF SCSP FMV 799,934 799,934
FIDELITY 500 INDEX FUND (FXAIX) 159,099.630 QTY FMV 32,486,553 32,486,553
FIDELITY FUNDS TREASURY ONLY PORT INSTL (FRSXX) 534,947.740 QTY FMV 534,948 534,948
FIDELITY INTL INDX-INST (FSPSX) 79,606.552 QTY FMV 3,784,495 3,784,495
FINANCIAL SELECT SECTOR SPDR (XLF) 29,057.000 QTY FMV 1,404,325 1,404,325
GOLDMAN SACH FINL SQUARE TREAS OBLIGS (FTOXX) 951,333.150 QTY FMV 951,333 951,333
GROSVENOR ALTERNATIVE INVESTMENT 512,099.901 QTY FMV 18,970,698 18,970,698
GSO PRIVATE INVESTORS OFFSHORE III SICAV-RAIF SCS FMV 218,278 218,278
HEALTH CARE SELECT SECTOR (XLV) 5,113.000 QTY FMV 703,395 703,395
HOUND PARTNERS VARIABLE BETA FUND, LTD FMV 234,473 234,473
INDUSTRIAL SELECT SECTOR SPDR (XLI) 2,583.000 QTY FMV 340,336 340,336
INVESCO QQQ TRUST SERIES 1 (QQQ) 10,717.000 QTY FMV 5,478,852 5,478,852
INVESCO S&P 500 EQUAL WEIGHT (RSP) 8,354.000 QTY FMV 1,463,871 1,463,871
ISHARES 7-10 YEAR TREASURY (IEF) 89,431.000 QTY FMV 8,267,896 8,267,896
ISHARES COR MSCI EMERGING (IEMG) 125,687.000 QTY FMV 6,563,375 6,563,375
ISHARES CORE S&P MIDCAP ETF (IJH) 36,770.000 QTY FMV 2,291,139 2,291,139
ISHARES MSCI EUROPE FINL (EUFN) 30,175.000 QTY FMV 703,078 703,078
ISHARES MSCI JAPAN ETF (EWJ) 43,387.000 QTY FMV 2,911,268 2,911,268
ISHARES MSCI UNITED KINGDOM (EWU) 20,706.000 QTY FMV 701,933 701,933
JPM MANAGED INCOME FUND (JMGIX) 189.800 QTY FMV 1,897 1,897
JPMORGAN BETABUILDERS CANADA (BBCA) 15,833.000 QTY FMV 1,117,651 1,117,651
OCA BRAIDWELL PARTNERS FMV 302,875 302,875
OCA BREDS IV TE LLC FMV 224,040 224,040
OCA CMTG LLC FMV 55,980 55,980
OCA FSSA ASIAN EQUITY LEADERS FUND LLC FMV 190,136 190,136
OCA PENOPPS PV I SEGREGATED PORTFOLIO FMV 66,916 66,916
OCA SSA SEGREGATED PORTFOLIO FMV 429,491 429,491
OCA VHF SEGREGATED PORTFOLIO FMV 412,912 412,912
PIMCO COMMODITYPL STRAT-INS (PCLIX) 134,909.718 QTY FMV 895,801 895,801
PIMCO TOTAL RETURN FUND (PTTRX) 710,512.150 QTY FMV 6,025,143 6,025,143
ROYCE SMALL-CAP TRUST INC (RVT) 30,500.000 QTY FMV 481,900 481,900
SILVER LAKE PARTNERS IV PRIVATE INVESTORS LP FMV 1,437,172 1,437,172
SLA II PRIVATE INVESTORS OFFSHORE LP FMV 815,017 815,017
SPDR EURO STOXX 50 ETF (FEZ) 46,221.000 QTY FMV 2,225,541 2,225,541
VANECK GOLD MINERS ETF (GDX) 20,196.000 QTY FMV 684,846 684,846
VANECK OIL SERVICES ETF (OIH) 3,573.000 QTY FMV 969,105 969,105
VANECK SEMICONDUCTOR ETF (SMH) 4,649.000 QTY FMV 1,125,848 1,125,848
VANGUARD FTSE EUROPE ETF (VGK) 30,907.000 QTY FMV 1,961,667 1,961,667
VANGUARD TTL BD MKT IDX (VBTLX) 2,292,002.690 QTY FMV 21,728,185 21,728,185
WISDOMTHREE JAPAN HEDGED EQ (DXJ) 10,009.000 QTY FMV 1,103,893 1,103,893

TY 2024 OtherExpensesSchedule
Name:
THE TAFT FOUNDATION
EIN:
20-1232852
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK CHARGES 230 0   230
DUES & SUBSCRIPTIONS 21,341 0   21,341
FILING FEES 1,500 0   1,500
INSURANCE 9,085 0   9,085
OFFICE EXPENSE 41,784 0   41,784
OTHER PARTNERSHIP EXPENSES 62,729 71,677   0
PAYROLL PROCESSING FEES 6,786 0   6,786
PROFESSIONAL DEVELOPMENT 192 0   192


TY 2024 OtherIncomeSchedule2
Name:
THE TAFT FOUNDATION
EIN:
20-1232852
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER PARTNERSHIP LOSS THRU K-1S   148,543  
OTHER PARTNERSHIP INCOME 110,524 110,524 110,524
GRANT REFUND 17,176   17,176
LEGAL FEES REFUND 4,773   4,773


TY 2024 OtherIncreasesSchedule
Name:
THE TAFT FOUNDATION
EIN:
20-1232852
Description Amount
UNREALIZED GAIN ON INVESTMENTS 18,358,132


TY 2024 OtherProfessionalFeesSchedule
Name:
THE TAFT FOUNDATION
EIN:
20-1232852
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 657,552 657,552   0
GRANTMAKING CONSULTING 78,931 0   78,931
IT CONSULTING 16,500 0   16,500
OTHER CONSULTING 22,369 0   22,369


TY 2024 TaxesSchedule
Name:
THE TAFT FOUNDATION
EIN:
20-1232852
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 180,000 0   0
FOREIGN TAXES WITHHELD 1,081 2,812   0
STATE UBIT TAXES 1,185 0   0