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
Claire & Maurits Edersheim Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)c/o K Priest 59 Elm Street
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
New Haven, CT06510
A Employer identification number

13-6075353
B Telephone number (see instructions)

(203) 865-5990
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$12,789,796J 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) 11,957
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,897 1,897  
4 Dividends and interest from securities... 332,050 332,050  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
203,804
b Gross sales price for all assets on line 6a 692,502
7 Capital gain net income (from Part IV, line 2)... 183,141
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)..... 0  
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
21,653 21,653  
12 Total. Add lines 1 through 11........ 571,361 538,741  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 0      
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
11,957 11,957    
c Other professional fees (attach schedule).... 0      
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,839 2,839    
19 Depreciation (attach schedule) and depletion... 0    
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
50,625 50,625    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 65,421 65,421   0
25 Contributions, gifts, grants paid....... 621,750 621,750
26 Total expenses and disbursements. Add lines 24 and 25 687,171 65,421   621,750
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -115,810
b Net investment income (if negative, enter -0-) 473,320
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............. 25    
2 Savings and temporary cash investments......... 141,520 322,242 322,242
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).....   0  
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow     0  
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)....... 6,528,383 Click to see attachment
List of Attached Documents:
// Content
6,263,588 		12,467,554
c Investments—corporate bonds (attach schedule)....... 0    
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   0  
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
15 Other assets (describe right arrow) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,669,928 6,585,830 12,789,796
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons   0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe right arrow) 0 0
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,328,696 2,328,696
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0  
28 Retained earnings, accumulated income, endowment, or other funds 4,341,232 4,257,134
29 Total net assets or fund balances (see instructions)..... 6,669,928 6,585,830
30 Total liabilities and net assets/fund balances (see instructions). 6,669,928 6,585,830
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
6,669,928
2
Enter amount from Part I, line 27a .....................
2
-115,810
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
48,150
4
Add lines 1, 2, and 3 ..........................
4
6,602,268
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
16,438
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,585,830
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 Long term covered securities P 2013-09-20 2024-08-19
b Long term noncovered securities P 2014-09-30 2024-08-19
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 265,799 0 199,678 66,121
b 406,040 0 289,020 117,020
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a 0 0 0 66,121
b 0 0 0 117,020
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 183,141
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 6,579
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 6,579
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 6,579
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 6,617
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Original Return Overpayment : -7617 7 7,617
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 1,038
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow1,038 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
 
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 arrow
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
Yes
 
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowKathy K Priest Telephone no.right arrow (203) 865-5990

Located atright arrow59 Elm Street Ste 540New HavenCT ZIP+4right arrow06510
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
 
 
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
Terri Edersheim Treasurer
1.00 		0 0 0
320 East 72nd Street
New York,NY10021
Kathy K Priest Secretary
1.00 		0 0 0
59 Elm Street Ste 540
New Haven,CT06510
Peggy Edersheim President
1.00 		0 0 0
36 Park Avenue
Greenwich,CT06830
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 N/A 0
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 N/A 0
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
12,085,280
b
Average of monthly cash balances.......................
1b
274,468
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
12,359,748
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
 
3
Subtract line 2 from line 1d.........................
3
12,359,748
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
185,396
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
12,174,352
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
608,718
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
608,718
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
6,579
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,579
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
602,139
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
602,139
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
602,139
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
621,750
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
621,750
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 7 602,139
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 53,992
f Total of lines 3a through e ........ 53,992
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 621,750
a Applied to 2023, but not more than line 2a  
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..... 602,139
e Remaining amount distributed out of corpus 19,611
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 73,603
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...... 		 
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) ....... 		 
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 ...... 		73,603
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 53,992
e Excess from 2024.... 19,611
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).)
None
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.
None
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

World Central Kitchen

655 New York Avenue NW Floor 6
Washington,DC20001 		  Public Donation 25,000

Muddy Paws Rescue

821 9th Avenue Frnt 1
New York,NY10019 		  501(C)3 Donation 1,000

Cornell University

377 Pine Tree Road
Ithaca,NY14850 		  501(C)3 Donation 5,000

Univ Nebraska Fdn

1010 Lincoln Mall 300
Lincoln,NE68508 		  501(C)3 Donation 10,000

Congregation Emanu El

1 East 65th Street
New York,NY10065 		  Religious Donation 10,000

Berea College

101 Chesnut Street
Berea,KY40403 		  Education Donation 1,000

Giffords Law Center

512 N Salisbury Street
Raleigh,NC27699 		  501(C)3 Donation 10,000

Barnard College

3009 Broadway
New York,NY10027 		  Education Donation 5,000

Albert Einstein Coll of Med

1300 Morris Park Avenue
The Bronx,NY10461 		  Education Donation 5,000

The New York Philharmonic

10 Lincoln Center Plaza
New York,NY10023 		  Public Donation 5,000

Lenox Hill Neighborhood House

331 East 70th Street
New York,NY10021 		  Public Donation 10,000

City Harvest

6 East 32nd Street
New York,NY10016 		  Public Donation 5,000

J Hopkins Ctr Indigenous Health

1915 South Street
Duluth,MN55812 		  Medical Donation 50,000

American Indian College Fd

8333 Greenwood Blvd 120
Denver,CO80221 		  Education Donation 12,500

Southern Poverty Law Ctr

403 Washigton Avenue
Montgomery,AL36104 		  Public Donation 20,000

Planned Parenthood Fdn

123 William Street 10th Floor
New York,NY10038 		  501(C)3 Donation 10,000

MD Anderson Cancer Ctr

1220 Holcombe Blvd
Houston,TX77030 		  Medical Donation 5,000

New York Public Library

476 5th Avenue
New York,NY10018 		  Public Donation 5,000

The Brady Center

840 First Street NE
Washington,DC20002 		  501(C)3 Donation 5,000

Museum of Modern Art

11 West 53rd Street
New York,NY10019 		  Public Donation 1,000

Feeding America

161 N Clark Street Ste 700
Chicago,IL60601 		  Public Donation 10,000

East Bay Comm Law Ctr

2921 Adeline Street
Berkeley,CA94703 		  501(C)3 Donation 2,500

Laguardia Comm College Fdn

31-10 Thomson Avenue
Long Island City,NY11101 		  Education Donation 20,000

Heard Museum

2301 N Central Avenue
Phoenix,AZ85004 		  Public Donation 10,000

Doctors Without Borders

40 Rector Street 16th Fl
New York,NY10006 		  501(C)3 Donation 20,000

Make The Road NY

92-10 Roosevelt Avenue
Jackson Heights,NY11372 		  Public Donation 20,000

Southern Poverty Law Center

403 Washington Avenue
Montgomery,AL36104 		  Public Donation 15,000

International Rescue Comm

122 East 42nd Street
New York,NY10168 		  Public Donation 10,000

Giffords Law Center

PO Box 51196
Washington,DC20091 		  Education Donation 25,000

Envision Freedom Fund

81 Court Street 6th Fl
Brooklyn,NY11201 		  Public Donation 3,000

The Ford School

735 South State Street
Ann Arbor,MI48109 		  Education Donation 5,000

Authors Guild Fdn

31 East 32nd Street
New York,NY10016 		  Education Donation 500

Family Centers

40 Arch Street
Greenwich,CT06830 		  Public Donation 10,000

Greenwich Library

101 West Putnam Avenue
Greenwich,CT06830 		  Public Donation 10,500

IRIS

235 Nicoll Street
New Haven,CT06511 		  Public Donation 2,500

Kids in Crisis

1 Salem Street
Cos Cob,CT06807 		  Public Donation 2,500

Literacy Inc

PO Box 822
Katonah,NY10536 		  Education Donation 1,000

National Education Equity Lab

648 Broadway Ste 603
New York,NY10012 		  Education Donation 10,000

New Haven United Way

370 James Street 403
New Haven,CT06513 		  Charity Donation 2,500

Partners in Health

800 Boyston Street 300
Boston,MA02199 		  Public Donation 15,000

Pickleberry Pie

7426 Barclay Road
Cheltenham,PA19012 		  Humanity Donation 500

Planned Parenthood SNE

345 Whitney Avenue
New Haven,CT06511 		  Public Donation 5,750

Save the Children

501 Kings Highway East
Fairfield,CT06825 		  Public Donation 20,000

Sunrise Cafe

57 Olive Street
New Haven,CT06511 		  Feed theHomeless Donation 1,500

US Holocaust Museum

100 Raoul Wallenberg Place SW
Washington,DC20024 		  Public Donation 500

WNYC

PO Box 1550
New York,NY10116 		  Public Donation 500

Wrexham Foundation

PO Box 201913 Yale Station
New Haven,CT06520 		  Education Donation 500

Yale University Library

120 High Street
New Haven,CT06511 		  Education Donation 10,000

YDN Foundation

PO Box 209006
New Haven,CT06520 		  Education Donation 1,000

Yale University

PO Box 2038
New Haven,CT06521 		  Education Donation 10,000

Joseph Slifka Center

80 Wall Street
New Haven,CT06511 		  Religious Donation 5,000

Target Margin Theater

232 52nd Street
Brooklyn,NY11220 		  Public Donation 5,000

CT Against Gun Violence

PO Box 123
Ridgefield,CT06887 		  Public Donation 1,000

Greenwich United Way

2 Dearfield Drive 300
Greenwich,CT06887 		  Public Donation 2,500

Growing Gardens

3114 SE 50th Avenue
Portland,OR97217 		  Public Donation 500

Neighbor to Neighbor

248 East Putnam Avenue
Greenwich,CT06830 		  Public Donation 10,000

New America

740 15th Street NW 900
Washington,DC20006 		  501(C)3 Donation 15,000

New York Theatre Workshop

83 East 4th Street
New York,NY10003 		  Public Donation 2,500

Target Margin Theater

232 52nd Street
Brooklyn,NY11220 		  Public Donation 5,000

Temple Sholom

300 East Putnam Avenue
Greenwich,CT06830 		  Religious Donation 10,500

YWCA Greenwich

259 East Putnam Avenue
Greenwich,CT06830 		  Public Donation 500

Accion International

1101 15th Street NW
Washington,DC20005 		  501(C)3 Donation 10,000

Ctr for Political Accountabilty

1233 20th Street NW 205
Washington,DC20036 		  501(C)3 Donation 10,000

OpenSecrets

1300 L Street NW 200
Washington,DC20005 		  501(C)3 Donation 10,000

Community Initiatives

1000 Broadway 480
Oakland,CA94607 		  501(C)3 Donation 10,000

Future 500

950 Mason Street 1130
San Francisco,CA94108 		  501(C)3 Donation 10,000

Global Impact

1199 N Fairfax Street 300
Alexandria,VA22314 		  Public Donation 2,500

ITEC foundation

165 East 56th Street
New York,NY10022 		  501(C)3 Donation 10,000

NTJTL

36-36 33rd Street 504
Long Island City,NY11106 		  Public Donation 1,000

Oberlin Shansi

50 N Professor Street
Oberlin,OH44074 		  501(C)3 Donation 5,000

Private Capital Research Inst

43 Appleton Street
Cambridge,MA02138 		  501(C)3 Donation 5,000

Person to Person

1864 Post Road
Darien,CT06820 		  501(C)3 Donation 5,000

Public Private Stategies Inst

700 Pennsylvania Avenue SE
Washington,DC20003 		  Education Donation 10,000

River House

125 River Road Ext
Greenwich,CT06807 		  Public Donation 5,000

Tufts University

PO Box 3306
Boston,MA02241 		  Education Donation 25,000
Total .................................right arrow 3a 621,750
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 1,897  
4 Dividends and interest from securities ....     14 332,050  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 203,804 203,804
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) ..   537,751 203,804
13Total. Add line 12, columns (b), (d), and (e)..................
13
741,555
(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.)
8 Capital gains provide funds for the foundations exempt purposes
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:  
Part VI Line 7 -Original Return Overpayment: -7,617


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
Claire & Maurits Edersheim Foundation
EIN:
13-6075353
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Davis OSullivan Tax preparation 0      
& Priest LLC (2023 and 2024) 11,957      

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

TY 2024 GainLossSaleOtherAssetsSch
Name:
Claire & Maurits Edersheim Foundation
EIN:
13-6075353
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
Sale of securities 2020-03 Purchased 2024-12   671,839 488,698     183,141  
Capital gain Distributions 2024-01   2024-12   20,663       20,663  

TY 2024 InvestmentsCorpStockSchedule
Name:
Claire & Maurits Edersheim Foundation
EIN:
13-6075353
Name of Stock End of Year Book Value End of Year Fair Market Value
Common stocks 4,020,708 9,137,045
Exchange traded & closed-end funds 1,042,468 1,613,085
Open-End mutual funds 1,200,412 1,717,424

TY 2024 OtherDecreasesSchedule
Name:
Claire & Maurits Edersheim Foundation
EIN:
13-6075353
Description Amount
2024 donations not cashed until 2025 10,000
2023 expense paid in 2024 6,438


TY 2024 OtherExpensesSchedule
Name:
Claire & Maurits Edersheim Foundation
EIN:
13-6075353
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
NYS Filing fee 750 750    
Morgan Stanley fees 49,795 49,795    
Morgan Stanley interest 80 80    


TY 2024 OtherIncomeSchedule2
Name:
Claire & Maurits Edersheim Foundation
EIN:
13-6075353
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Non-dividend distributions 21,653 21,653  


TY 2024 OtherIncreasesSchedule
Name:
Claire & Maurits Edersheim Foundation
EIN:
13-6075353
Description Amount
2023 donations not cashed until 2024 48,000
Prior year adjustment 150


TY 2024 TaxesSchedule
Name:
Claire & Maurits Edersheim Foundation
EIN:
13-6075353
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Foreign taxes paid 2,839 2,839