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 ANGELO FAMILY CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)CO ASH PARSONT-122 E 42ND ST
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY101681599
A Employer identification number

81-1326413
B Telephone number (see instructions)

(212) 953-1250
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$106,386,412
J 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 521,013 521,013  
4 Dividends and interest from securities... 1,948,679 1,948,679  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,218,096
b Gross sales price for all assets on line 6a 23,783,457
7 Capital gain net income (from Part IV, line 2)... 3,218,096
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)....... 1,449,346 1,449,346  
12 Total. Add lines 1 through 11........ 7,137,134 7,137,134  
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).......        
c Other professional fees (attach schedule)....        
17 Interest............... 351 351   0
18 Taxes (attach schedule) (see instructions)... 780,059 42,342   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 601,219 500,808   76,737
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,381,629 543,501   76,737
25 Contributions, gifts, grants paid....... 5,809,165 5,809,165
26 Total expenses and disbursements. Add lines 24 and 25 7,190,794 543,501   5,885,902
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -53,660
b Net investment income (if negative, enter -0-) 6,593,633
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.............      
2 Savings and temporary cash investments......... 34,241,551 543,433 543,433
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)....... 2 Click to see attachment
List of Attached Documents:
// Content
2
0
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).......... 63,558,508 Click to see attachment
List of Attached Documents:
// Content
97,202,966
105,842,979
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) 97,800,061 97,746,401 106,386,412
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
181,346
Click to see attachment
List of Attached Documents:
// Content
181,346
23 Total liabilities (add lines 17 through 22)......... 181,346 181,346
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 97,618,715 97,565,055
29 Total net assets or fund balances (see instructions)..... 97,618,715 97,565,055
30 Total liabilities and net assets/fund balances (see instructions). 97,800,061 97,746,401
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
97,618,715
2
Enter amount from Part I, line 27a .....................
2
-53,660
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
97,565,055
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
97,565,055
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 PUBLICALY TRADED SECURITIES P    
b PUBLICALY TRADED SECURITIES P    
c 13837 SHARES TPG INC P   2024-12-03
d AG ENERGY PARTNERS II LP- DISTRIBUTIONS IN EXCESS OF BASIS P   2024-12-31
e AG PARTNER INVESTMENTS LP- DISTRIBUTIONS IN EXCESS OF BASIS P   2024-03-15
EAGLE RANCH LOT INVESTORS- BASIS ADJUSTMENT D   2024-12-31
CAPITAL GAINS DIVIDENDS 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 13,696,033   13,358,426 337,607
b 6,191,949   6,116,308 75,641
c 950,722   355,665 595,057
d 25,188     25,188
e 2,878,263     2,878,263
    734,962 -734,962
41,302     41,302
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       337,607
b       75,641
c       595,057
d       25,188
e       2,878,263
      -734,962
      41,302
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 3,218,096
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 91,651
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 91,651
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 91,651
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 443,712
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 443,712
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 10 352,061
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow352,061 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
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 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 arrowNONE
14
The books are in care ofright arrowTAXPAYER Telephone no.right arrow (212) 953-1250

Located atright arrowC/O ASH PARSONT-122 EAST 42NDSTREET-STE1507NEW YORKNY ZIP+4right arrow101681599
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JUDITH HART ANGELO PRESIDENT
1.00
0 0 0
C/O ASH PARSONT-122 EAST 42ND ST
NEW YORK,NY101681599
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 (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right 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
97,607,795
b
Average of monthly cash balances.......................
1b
8,658,398
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
106,266,193
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
106,266,193
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,593,993
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
104,672,200
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
5,233,610
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
5,233,610
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
91,651
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
39,536
c
Add lines 2a and 2b............................
2c
131,187
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
5,102,423
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
5,102,423
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
5,102,423
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
5,885,902
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
5,885,902
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 5,102,423
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 3,641,298
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......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 5,885,902
a Applied to 2023, but not more than line 2a 3,641,298
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..... 2,244,604
e Remaining amount distributed out of corpus 0
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 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 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 ..........
2,857,819
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 ......
0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
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

ADIRONDACK COUNCIL

POB D-2
ELIZABETH,NY12932
NONE PC FOR OPERATIONS 25,000

ARIZONA PILOTS ASSOCIATION SCHOLARSHIP FUND

POB 61242
PHOENIX,AZ85082
NONE PC FOR OPERATIONS 25,000

CHALLENGED ATHLETES FOUNDATION

9591 WAPLES STREET
SAN DIEGO,CA92121
NONE PC FOR OPERATIONS 5,000

AMERICAN FRIENDS OF MAGEN DAVID ADOM

20 WEST 36 STREET
NEW YORK,NY10018
NONE PC FOR OPERATIONS 5,000

AMERICAN MUSEUM OF NATURAL HISTORY

200 CENTRAL PARK WEST
NEW YORK,NY10024
NONE PC FOR OPERATIONS 25,000

AMERICAN SKIN ASSOCIATION

335 MADISON AVE
NEW YORK,NY10017
NONE PC FOR OPERATIONS 10,000

AMHERST COLLEGE

AMHERST COLLEGE
AMHERST,MA01022
NONE PC FOR OPERATIONS 5,000

ASCAP FOUNDATION

250 W 57TH STREET
NEW YORK,NY10107
NONE PC FOR OPERATIONS 5,000

ANTI-DEFAMATION LEAGUE

605 3RD AVE
NEW YORK,NY10158
NONE PC FOR OPERATIONS 25,000

BEIT T'SHUVAH

8831 VENICE BLVD
LOS ANGELES,CA90034
NONE PC FOR OPERATIONS 10,000

BIG BROTHERS BIG SISTERS LA

11755 WILSHIRE BLVD
LOS ANGELES,CA90025
NONE PC FOR OPERATIONS 12,500

BREAST CANCER RESEARCH FOUNDATION

25 WEST 43 STREET
NEW YORK,NY10036
NONE PC FOR OPERATIONS 10,000

CAMINO NUEVA CHARTER ACADEMY

3500 W TEMPLE STREET
LOS ANGELES,CA90004
NONE PC FOR OPERATIONS 25,000

CASSIA PEAK

420 W 14TH STREET
NEW YORK,NY10014
NONE PC FOR OPERATIONS 5,000

CENTER FOR EDUCATIONAL INNOVATION

369 LEXINGTON AVENUE
NEW YORK,NY10017
NONE PC FOR OPERATIONS 25,000

CENTRAL PARK CONSERVANCY

14 E 60 STREET
NEW YORK,NY10022
NONE PC FOR OPERATIONS 149,390

CENTRAL SYNAGOGUE

652 LEXINGTON AVE
NEW YORK,NY10022
NONE PC FOR OPERATIONS 10,000

CHABAD HOUSE

170 COLLEGE AVE
BRUNSWICK,NJ08901
NONE PC FOR OPERATIONS 5,000

CHAI LIFELINE

151 W 30 STREET
NEW YORK,NY10001
NONE PC FOR OPERATIONS 20,000

CHARITY WATER

40 WORTH STREET
NEW YORK,NY10013
NONE PC FOR OPERATIONS 10,000

CHILDREN'S HOSPITAL LOS ANGELES

4650 SUNSET BLVD
LOS ANGELES,CA90027
NONE PC FOR OPERATIONS 25,000

CHILDREN'S MUSEUM OF MANHATTAN

212 WEST 83RD STREET
NEW YORK,NY10024
NONE PC FOR OPERATIONS 20,000

CITY HARVEST

6 EAST 32 STREET
NEW YORK,NY10016
NONE PC FOR OPERATIONS 175

CITY YEAR INC

606 SOUTH OLIVE STREET
LOAS ANGELES,CA90014
NONE PC FOR OPERATIONS 10,000

COALITION AGAINST TRAFFICING WOMEN

POB 7160
NEW YORK,NY10116
NONE PC FOR OPERATIONS 10,000

COMMON GROUND

5113 S HARPER AVE
CHICAGO,IL60615
NONE PC FOR OPERATIONS 125,000

EAST END HOSPICE

481 WESTHAMPTON-RIVERHEAD RD
WESTHAMPTON BEACH,NY11978
NONE PC FOR OPERATIONS 30,000

CUNY JOURNALISM FOUNDATION

219 W 40TH STREET
NEW YORK,NY10018
NONE PC FOR OPERATIONS 100,000

GEORGE BUSH FOUNDATION

POB 14141
COLLEGE STATION,TX77841
NONE PC FOR OPERATIONS 25,000

KNIGHT FOUNDATION

2850 TIGERTAIL AVE
MIAMI,FL33133
NONE PC FOR OPERATIONS 20,000

DEAL FIRE COMPANY #2 LADIES AUXILIARY

110 BRIGHTON AVENUE
DEAL,NJ07723
NONE PC FOR OPERATIONS 15,000

DEAL'S POLICEMAN'S BENEVOLENT ASSOCIATION

190 NORWOOD AVE
DEAL,NJ07723
NONE PC FOR OPERATIONS 15,000

DUKE UNIVERSITY

CAMPUS DRIVE
DURHAM,NC27708
NONE PC FOR OPERATIONS 325,000

EAST SIDE HOUSE SETTLEMENT

337 ALEXANDER AVE
BRONX,NY10454
NONE PC FOR OPERATIONS 10,000

ELBERON FIRST AID

173 LINCOLN AVENUE
LONG BRANCH,NJ07740
NONE PC FOR OPERATIONS 15,000

EVERYTOWN FOR GUN SAFETY SUPPORT FUND

450 LEXINGTON AVENUE
NEW YORK,NY10022
NONE PC FOR OPERATIONS 50,000

FRIENDS OF THE ISRAEL DEFENCE FORCES

POB 4224
NEW YORK,NY10163
NONE PC FOR OPERATIONS 20,000

GODS LOVE WE DELIVER

166 6TH AVENUE
NEW YORK,NY10013
NONE PC FOR OPERATIONS 100,000

LOS ANGELES PHILARMONIC

151 S GRAND AVENUE
LOS ANGELES,CA90012
NONE PC FOR OPERATIONS 75,000

GOOD FOUNDATION

306 W 37 STREET
NEW YORK,NY10018
NONE PC FOR OPERATIONS 235,000

GREENWICH FIRE DEPARTMENT

15 HAVEMEYER PL
GREENWICH,CT06830
NONE PC FOR OPERATIONS 12,500

HARVARD UNIVERSITY

124 MT AUBURN STREET
CAMBRIDGE,MA02138
NONE PC FOR OPERATIONS 260,000

HUDSON RIVER PARK FRIENDS

353 WEST STREET
NEW YORK,NY10013
NONE PC FOR OPERATIONS 10,000

IECA FOUNDATION

3251 OLD LEE HIGHWAY
FAIRFAX,VA22030
NONE PC FOR OPERATIONS 20,000

IMAGINE JUSTICE

PO BOX 7378
TACOMA,WA98417
NONE PC FOR OPERATIONS 15,000

INEVITABLE FOUNDATION

228 PARK AVE SOUTH
NEW YORK,NY10003
NONE PC FOR OPERATIONS 5,000

JDRF

555 CROTON ROAD
KING OF PRUSSIA,PA19406
NONE PC FOR OPERATIONS 20,000

LOYOLA HIGH SCHOOL

980 PARK AVENUE
NEW YORK,NY10028
NONE PC FOR OPERATIONS 75,000

JUMP START

308 CONGRESS STREET
BOSTON,MA02210
NONE PC FOR OPERATIONS 55,000

KAUFMAN MUSIC CENTER

129 W 67 STREET
NEW YORK,NY10023
NONE PC FOR OPERATIONS 50,000

KENYON COLLEGE

106 COLLEGE PARK DR
GAMBIER,OH43022
NONE PC FOR OPERATIONS 70,000

KOKUA HAWAII FOUNDATION

POB 866
HALEIWA,HI96712
NONE PC FOR OPERATIONS 25,000

LA GOAL

4911 OVERLAND AVENUE
CULVER CITY,CA90230
NONE PC FOR OPERATIONS 35,000

LA CONSERVATION CORPS

POB 861658
LOS ANGELES,CA90086
NONE PC FOR OPERATIONS 25,000

LARCHMONT CHARTER SCHOOLS

444 N LARCHMONT BLVD
LOS ANGELES,CA90004
NONE PC FOR OPERATIONS 5,000

LINCOLN CENTER FOR THE PERFORMING ARTS

LINCOLN CENTER PLAZA
NEW YORK,NY10023
NONE PC FOR OPERATIONS 40,000

LONG BRANCH PBA LOCAL 10

1 MADISON AVE
LONG BRANCH,NJ07740
NONE PC FOR OPERATIONS 20,000

LUZ DEL CIELO FOURSQUARE CHURCH

1350 W JEFFERSON STREET
LOS ANGELES,CA90007
NONE PC FOR OPERATIONS 2,000

MANHATTAN THEATRE CLUB

311 WEST 43 STREET
NEW YORK,NY10036
NONE PC FOR OPERATIONS 100,000

MARLBOROUGH SCHOOL

250 SOUTH ROSSMORE AVENUE
LOS ANGELES,CA90004
NONE PC FOR OPERATIONS 100,000

MAYO CLINIC

200 FIRST ST SW
ROCHESTER,MN55905
NONE PC FOR OPERATIONS 50,000

MEMORIAL SLOAN KETTERING CANCER CENTER

1275 YORK AVENUE
NEW YORK,NY10065
NONE PC FOR OPERATIONS 435,000

MONMOUTH MEDICAL CENTER FOUNDATION

300 2ND AVENUE
LONG BRANCH,NJ07740
NONE PC FOR OPERATIONS 20,000

MOUNT SINAI

1648 MADISON AVE
NEW YORK,NY10029
NONE PC FOR OPERATIONS 55,000

THE MUSEUM OF MODERN ART

11 WEST 53 STREET
NEW YORK,NY10019
NONE PC FOR OPERATIONS 150,000

MUSICARES

156 W 56 STREET
NEW YORK,NY10019
NONE PC FOR OPERATIONS 10,000

NEW YORK HISTORICAL SOCIETY

170 CENTRAL PARK WEST
NEW YORK,NY10024
NONE PC FOR OPERATIONS 70,000

NEW YORK PUBLIC RADIO

445 FIFTH AVENUE
NEW YORK,NY10016
NONE PC FOR OPERATIONS 5,000

NORTHSIDE CENTER

1475 PARK AVENUE
NEW YORK,NY10029
NONE PC FOR OPERATIONS 10,000

NY PHILAMONIC

10 LINCOLN CENTER
NEW YORK,NY10023
NONE PC FOR OPERATIONS 15,000

NEW ROADS SCHOOL

3131 OLYMPIC BLVD
SANT MONICA,CA90404
NONE PC FOR OPERATIONS 25,000

OPENING ACT

81 PROSPECT STREET
BROOKLYN,NY11201
NONE PC FOR OPERATIONS 40,000

OUR HOUSE-GRIEF SUPPORT CENTER

1663 SAWTELLE RD
LOS ANGELES,CA90025
NONE PC FOR OPERATIONS 20,000

PARTNERSHIP SCHOOLS

1011 FIRST AVENUE
NEW YORK,NY10022
NONE PC FOR OPERATIONS 5,000

PIONEER WORKS

159 PIONEER STREET
BROOKLYN,NY11231
NONE PC FOR OPERATIONS 25,000

PLANNED PARENTHOOD FEDERATION OF AMERICA

PO BOX 97166
WASHINGTON,DC20090
NONE PC FOR OPERATIONS 35,000

POLICE ATHLETIC LEAGUE

34 1/2 EAST 12 ST
NEW YORK,NY10003
NONE PC FOR OPERATIONS 5,000

OUR LADY OF LOURDES CHURCH

65 WRIGHT AVENUE
MALVERNE,NY11565
NONE PC FOR OPERATIONS 25,000

PUBLICOLOR

20 W 36TH STREET
NEW YORK,NY10018
NONE PC FOR OPERATIONS 10,000

RAMAPO FOR CHILDREN

49 W 38 ST
NEW YORK,NY10018
NONE PC FOR OPERATIONS 55,000

RISING TREETOPS AT OAKHURST

1140 BROADWAY
NEW YORK,NY10001
NONE PC FOR OPERATIONS 215,000

SCHWARTZMAN ANIMAL MEDICAL CENTER

510 EAST 52 STREET
NEW YORK,NY10065
NONE PC FOR OPERATIONS 20,000

PARK AVENUE ARMORY

643 PARK AVENUE
NEW YORK,NY10065
NONE PC FOR OPERATIONS 20,000

SMITHONIAN INSTITUTION

POB 37012
WASHINGTON,DC20013
NONE PC FOR OPERATIONS 50,000

ST LAWRENCE UNIVERSITY

23 ROMODA DR
CANTON,NY13617
NONE PC FOR OPERATIONS 50,000

STEADMAN PHILPPON RESEARCH INSTITUTE

181 W MEADOW DR
VAIL,CO81657
NONE PC FOR OPERATIONS 15,000

STEEP ROCK ASSOCIATION

POB 279
WASHINGTON DEPOT,CT06794
NONE PC FOR OPERATIONS 5,000

STEP UP WOMENS CENTER

510 SOUTH HEWITT STREET
LOS ANGELES,CA90013
NONE PC FOR OPERATIONS 5,000

STREET POETS

2116 ARLINGTON AVE
LOS ANGELES,CA90018
NONE PC FOR OPERATIONS 25,000

SUCCESS ACADEMY CHARTER SCHOOL

95 PINE STREET
NEW YORK,NY10005
NONE PC FOR OPERATIONS 10,000

PARTNERSHIP TO END ADDICTION

711 3RD AVE
NEW YORK,NY10017
NONE PC FOR OPERATIONS 10,000

THE ALZHEIMER'S ASSOCIATION

60 EAST 42 STREET
NEW YORK,NY10165
NONE PC FOR OPERATIONS 25,000

THE AMERICAN CAMP ASSOCIATION

5000 IN-67 NORTH
MARTINSVILLE,IN46151
NONE PC FOR OPERATIONS 25,000

THE AMERICAN FILM INSTITUTE

2021 N WESTERN AVE
LOS ANGELES,CA90027
NONE PC FOR OPERATIONS 40,000

THE AMERICAN MUSEUM OF NATURAL HISTORY

200 CENTRAL PARK WEST
NEW YORK,NY10024
NONE PC FOR OPERATIONS 15,000

THE ASPEN INSTITUTE

2500 N STREET NW
WASHINGTON,DC20037
NONE PC FOR OPERATIONS 15,000

THE CENTER FOR EARLY EDUCATION

563 N ALFRED ST
HOLLYWOOD,CA90048
NONE PC FOR OPERATIONS 60,000

THE CHILDREN'S RANCH

4007 VERDANT STREET
LOS ANGELES,CA90039
NONE PC FOR OPERATIONS 5,000

THE DRAWING CENTER

35 WOOSTER STREET
NEW YORK,NY10013
NONE PC FOR OPERATIONS 30,000

THE FILM SOCIETY

70 LINCOLN CENTER PLAZA
NEW YORK,NY10023
NONE PC FOR OPERATIONS 10,000

THE GRAMMY MUSEUM FOUNDATION

800 W OLYMPIC BLVD
LOS ANGELES,CA90015
NONE PC FOR OPERATIONS 10,000

THE KEEWAYDIN FOUNDATION

950 W SHORE RD
SALISBURY,VT05769
NONE PC FOR OPERATIONS 300,000

THE LEUKEMIA & LYMPHOMA SOCIETY

POB 98018
WASHINGTON,DC20090
NONE PC FOR OPERATIONS 5,000

RESOLVE INC

2445 M ST NW
WASHINGTON,DC20037
NONE PC FOR OPERATIONS 5,000

THE METROPOLITAN MUSEUM OF ART

1000 FIFTH AVE
NEW YORK,NY10028
NONE PC FOR OPERATIONS 50,000

SOLOMON R GUGGENHEIM MUSEUM

1071 5TH AVENUE
NEW YORK,NY10128
NONE PC FOR OPERATIONS 5,000

THE NEW YORK PUBLIC LIBRARY

476 5TH AVE
NEW YORK,NY10018
NONE PC FOR OPERATIONS 77,700

THE OAKWOOD SCHOOL

4000 MACGREGOR DOWNS RD
GREENVILLE,NC27834
NONE PC FOR OPERATIONS 150,000

THE PALEY CENTER FOR MEDIA

25 W 52 STREET
NEW YORK,NY10019
NONE PC FOR OPERATIONS 100,000

THE PUBLIC THEATER

425 LAFAYETTE STREET
NEW YORK,NY10003
NONE PC FOR OPERATIONS 10,000

THE TIMANOUS FOUNDATION

85 PLAINS ROAD
RAYMOND,ME04071
NONE PC FOR OPERATIONS 27,900

THE UNIVERSITY OF MD COLLEGE PARK

CAMPUS
COLLEGE PARK,MD20742
NONE PC FOR OPERATIONS 40,000

THE UNTEBERG CHILDRENS HOSPITAL

300 2ND AVE
LONG BRANCH,NJ07740
NONE PC FOR OPERATIONS 30,000

THE VERMONT YOUTH CONSERVATION CORPS

1949 E MAIN ST
RICHMOND,VT05477
NONE PC FOR OPERATIONS 25,000

THE WAR HORSE NEWS

PO BOX 399
RICHLANDS,NC28574
NONE PC FOR OPERATIONS 5,000

ST BRENDAN'S CHURCH

1525 EAST 12 STREET
BROOKLYN,NY11230
NONE PC FOR OPERATIONS 10,000

TRINITY SCHOOL

139 W 91 STREET
NEW YORK,NY10024
NONE PC FOR OPERATIONS 190,000

UNTERMYER GARDENS CONSERVANCY

945 N BROADWAY
YONKERS,NY10701
NONE PC FOR OPERATIONS 15,000

VAIL HEALTH FOUNDATION

181 W MEADOW DRIVE
VAIL,CO81657
NONE PC FOR OPERATIONS 20,000

VAIL INTERNATIONAL HOCKEY

232 WEST MEADOW DRIVE
VAIL,CO91657
NONE PC FOR OPERATIONS 5,000

VAIL VALLEY FOUNDATION

90 W BENCHMARK RD
AVON,CO81620
NONE PC FOR OPERATIONS 20,000

WASHINGTON AMBULANCE ASSOCIATION

109 BEE BROOK ROAD
WASHINGTON DEPOT,CT06794
NONE PC FOR OPERATIONS 5,000

WASHINGTON MONTESSORI SCHOOL

240 LITCHFIELD TURNPIKE
NEW PRESTON,CT06777
NONE PC FOR OPERATIONS 5,000

WASHINTON VOLUNTEER FIRE DEPARTMENT

109 BEE BROOK ROAD
WASHINGTON DEPOT,CT06794
NONE PC FOR OPERATIONS 5,000

WEILL CORNELL MEDICAL COLLEGE

520 EAST 70 STREET
NEW YORK,NY10065
NONE PC FOR OPERATIONS 50,000

WESTMARK SCHOOL

25405461 LOUISE AVE
ENCINO,CA91316
NONE PC FOR OPERATIONS 200,000

WHITNEY MUSEUM OF AMERICAN ART

99 GANSEVOORT ST
NEW YORK,NY10014
NONE PC FOR OPERATIONS 100,000

THE 1898 FOUNDATION

160 HARTFORD TURNPIKE
HAMDEN,CT06517
NONE PC FOR OPERATIONS 2,000

THE MIAMI SYMPHONY ORCHESTRA

3900 N MIAMI AVE
MIAMI,FL33127
NONE PC FOR OPERATIONS 20,000

TRIBECA FILM INSTITURE

375 GREENWICH STREET
NEW YORK,NY10013
NONE PC FOR OPERATIONS 10,000

URBAN UNBOUND

12-11 40TH AVE
LONG ISLAND CITY,NY11101
NONE PC FOR OPERATIONS 5,000

USC SHOAH FOUNDATION

650 W 35 STREET
LOS ANGELES,CA90089
NONE PC FOR OPERATIONS 5,000

WORLD TRADER CENTER PERFORMING ARTS CENTER

251 FULTON STREET
NEW YORK,NY10007
NONE PC FOR OPERATIONS 5,000
Total .................................right arrow 3a 5,809,165
bApproved for future payment
Total ................................. right arrow 3b 0
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 ...........
    14 521,013  
4 Dividends and interest from securities ....     14 1,948,679  
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 .....     14 1,449,346  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 3,218,096  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 7,137,134 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
7,137,134
(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
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Phone no.
Form 990-PF (2024)
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Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 InvestmentsCorpStockSchedule
Name:
THE ANGELO FAMILY CHARITABLE FOUNDATION
EIN:
81-1326413
Name of Stock End of Year Book Value End of Year Fair Market Value
1 SHARE ORION REFINING 1 0
2 SHARES MACAU CAPITAL 1 0

TY 2024 InvestmentsOtherSchedule2
Name:
THE ANGELO FAMILY CHARITABLE FOUNDATION
EIN:
81-1326413
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AG CORPORATE CREDIT OPPORTUNITIES, LTD AT COST 3,409,336 3,224,819
AG NET LEASE REALTY FUND III, LP AT COST 558,674 812,234
PRIVATE EQUITY US OPPORTUNITIES II LP AT COST 329,662 163,944
FS EQUITY PARTNERS VII LP AT COST 1,469,094 1,296,306
REVERENCE CAPITAL PARTNERS AT COST 524,962 318,571
SHEA VETURES OPPORTUNITY FUND B-II, LP AT COST 551,622 182,502
SHEA VENTURES OPPORTUNITY FUND II, LP AT COST 715,821 588,251
TATIRA 2, LLC AT COST 1,167,938 0
FIDELITY 500 INDEX AT COST 21,385,862 27,827,903
HEALTH CARE SELECT SECTOR AT COST 423,569 555,370
INVESCO QQQ TRUST 1 AT COST 3,174,647 4,425,207
FIDELITY INTERNATIONAL INDEX AT COST 3,188,781 3,413,744
ISHARES MSCI JAPAN ETF AT COST 2,145,739 2,312,870
ISHARES CORE MSCI EMERGING AT COST 5,201,810 5,285,656
COHEN & STEERS REAL ESTATE AT COST 5,707,904 6,059,023
ISHARES GOLD TRUST AT COST 1,526,011 1,977,578
PIMCO COMMODITY STRAT AT COST 1,632,372 1,566,490
DODGE & COX INCOME AT COST 3,338,686 3,315,939
PIMCO TOTAL RETURN FUND AT COST 2,132,364 2,105,312
VANGUARD TOTAL BOND MARKET AT COST 5,744,119 5,733,231
VANECK OIL SERVICES AT COST 698,786 720,116
VANGUARD FTSE EUROPE AT COST 1,548,989 1,602,618
ASF VIII INFRASTRUCTURE PRIVATE INVESTORS OFFSHORE AT COST 258,067 277,224
CASDIN PARTNERS OFFSHORE LTD AT COST 750,000 750,000
NEA 18 PRIVATE INVESTMENT OFFSHORE LP AT COST 470,448 456,895
PEG GLOBAL PRIVATE EQUITY X AT COST 677,876 799,224
VANECK GOLD MINERS ETF AT COST 535,816 558,735
ISHARES 7-10 YEAR TREASURY AT COST 3,252,071 3,131,466
BREVAN HOWARD ALPHA STRATEGIES FUND AT COST 450,770 481,808
CADIAN OFFSHORE FUND LTD AT COST 310,247 388,918
CENTIVA OFFSHORE FUND AT COST 207,062 228,997
FORA CAPITAL INTERNATIONAL AT COST 220,000 272,966
FORT BAKER CATALYST AT COST 39,064 41,447
LAURION CAPITAL LTD AT COST 302,406 289,630
LMR FUND LIMITED- ONMI CLASS D AT COST 222,290 274,572
OASIS INVESTMENT II OFFSHORE FEEDER AT COST 275,910 177,069
OPPORTUNISTIC ACCESS FEEDER AT COST 128,898 147,217
REDMILE CAPITAL OFFSHORE FUND LTD AT COST 22,498 22,030
ROKOS GLOBAL MACRO FUND AT COST 242,270 330,686
SCHONFELD STRATEGIC PARTNERS AT COST 287,500 340,016
STABILIS BRIDGE FUND II AT COST 92,510 108,380
TIGER PACIFIC OFFSHORE FUND AT COST 337,499 388,937
TOWER BAY MUNICIPAL BOND AT COST 100,000 124,394
TWIN TREE CAPITAL OFFSHORE AT COST 424,023 410,154
VOLEON COMPOSITION INTERNATIONAL AT COST 430,000 568,280
VOLORIDGE FUND AT COST 92,147 107,255
WALLEYE OPPORTUNITIES FUND AT COST 200,627 237,141
WHITEFORT CAPITAL OFFSHORE AT COST 100,000 123,213
ALABAMA INVESTMENTS (PARALLEL) AT COST 3,849,107 3,849,107
INVESCO S&P 500 EQUAL WEIGHT AT COST 1,022,096 1,177,896
ARTISAN INTL VAL-INST AT COST 1,662,973 1,694,777
SPDR EURO STOXX 50 ETF AT COST 1,798,687 1,768,501
WISDOMTREE JAPAN HEDGED AT COST 1,048,792 1,047,204
AEOLUS PROPERTY CATASTROPHE KETSTONE AT COST 234,503 278,481
AVALA GLOBAL OFFSHORE LP-OMNI TR AT COST 165,000 246,575
STRATUS FEEDER LIMITED AT COST 429,067 550,844
TORUS FEEDER LTD 3 AT COST 263,319 325,558
ISHARES CORE S&P MIDCAP AT COST 1,593,336 1,861,947
SNR-5 NDB, LP AT COST 341,819 341,819
COATUE OPPORTUNITY OFFSHORE FUND II AT COST 500,000 585,468
DOVER STREET FUND XI PRIVATE AT COST 228,244 228,244
PEG GLOBAL PRIVATE EQUITY XI AT COST 295,312 341,235
TVC FUND IX PRIVATE INVESTORS AT COST 5,456 5,456
FRANKLIN FTSE CANADA AT COST 381,379 423,352
ISHARES MSCI EUROPE FINANCIAL AT COST 586,738 607,128
ISHARES MSCI UNITED KINGDOM AT COST 565,930 563,520
BLACKROCK HIGH YIELD-K AT COST 1,739,120 1,712,769
CONSUMER DISCRETIONARY SELT AT COST 216,388 222,555
FINANCIAL SELECT SECTOR SPDR AT COST 1,076,866 1,221,541
INDUSTRIAL SELECT SECTOR SPDR AT COST 218,547 201,856
VANECK SEMICONDUCTOR ETF AT COST 835,050 871,570
COVALIS CAPITAL ENHANCED FUND AT COST 240,000 241,204
EMERGING OPPORTUNITIES FUND SPC AT COST 260,000 265,363
ONE WILLIAM STREET CAPITAL OFFSHORE AT COST 240,000 248,789
PERCEPTIVE LIF SCIENCES OFFSHORE AT COST 190,000 223,520
VOLORIDGE TRADING AGGRESSIVE FUND AT COST 22,006 25,878
ADDITIONAL BASIS OF HEDGE FUNDS AT COST 186,484 186,484

TY 2024 OtherExpensesSchedule
Name:
THE ANGELO FAMILY CHARITABLE FOUNDATION
EIN:
81-1326413
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 500,808 500,808   0
NEW YORK STATE TAXES AND FEES 74,721 0   74,721
FILING FEES 2,016 0   2,016
PENALTY 23,674 0   0


TY 2024 OtherIncomeSchedule2
Name:
THE ANGELO FAMILY CHARITABLE FOUNDATION
EIN:
81-1326413
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
AG NET LEASE REALTY FUND III, L.P. 72,972 72,972 72,972
AG CORPORATE CREDIT OPP 273,428 273,428 273,428
REVERENCE CAPITAL PARTNERS 264,474 264,474 264,474
SHEA VENTURES OPPORTUNITY FUND B-II, LP 217,922 217,922 217,922
AEOLUS RE LTD V- KEYSTONE PF SEGREGATED ACCOUNT 53,410 53,410 53,410
STRATUS FEEDER LIMITED 30,327 30,327 30,327
ALABAMA INVESTMENTS (PARALLEL) FOUNDER A, LP 301,132 301,132 301,132
SNR-5 DB, LP -20,681 -20,681 -20,681
FS EQUITY PARTNERS VII LP 141,361 141,361 141,361
AG ENERGY PARTNERS II -74,374 -74,374 -74,374
PRIVATE EQUITY US OPPORTUNITY II 100,141 100,141 100,141
SHEA VENTURES OPPORTUNITY FUND -9,587 -9,587 -9,587
OASIS INVESTMENTS II OFFSHORE FEEDER 93,908 93,908 93,908
REDMILE CAPITAL 4,913 4,913 4,913


TY 2024 OtherLiabilitiesSchedule
Name:
THE ANGELO FAMILY CHARITABLE FOUNDATION
EIN:
81-1326413
Description Beginning of Year - Book Value End of Year - Book Value
AG EUROPE REALTY HOLDINGS, L.P. 181,346 181,346


TY 2024 TaxesSchedule
Name:
THE ANGELO FAMILY CHARITABLE FOUNDATION
EIN:
81-1326413
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX 737,717 0   0
FOREIGN TAX 42,342 42,342   0