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

52-6037555
B Telephone number (see instructions)

(800) 839-1754
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$4,102,574J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 4,858 4,858  
4 Dividends and interest from securities... 260,109 260,109  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 188,004
b Gross sales price for all assets on line 6a 514,413
7 Capital gain net income (from Part IV, line 2)... 187,999
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
9,367 8,898  
12 Total. Add lines 1 through 11........ 462,338 461,864  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 14,999     14,999
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
19,378 19,378    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,762 262    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 13,094     13,094
22 Printing and publications.......... 381     381
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
36,959 10,367   24,106
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 91,573 30,007   52,580
25 Contributions, gifts, grants paid....... 276,760 276,760
26 Total expenses and disbursements. Add lines 24 and 25 368,333 30,007   329,340
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 94,005
b Net investment income (if negative, enter -0-) 431,857
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 207,749 242,870 242,870
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 arrow225,000
Less: allowance for doubtful accounts right arrow   350,000 Click to see attachment
List of Attached Documents:
// Content
225,000 		185,000
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)....... 2,672,597 Click to see attachment
List of Attached Documents:
// Content
2,855,953 		3,286,119
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).......... 245,644 Click to see attachment
List of Attached Documents:
// Content
284,572 		383,585
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
43,000 		Click to see attachment
List of Attached Documents:
// Content
5,000 		Click to see attachment
List of Attached Documents:
// Content
5,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,518,990 3,613,395 4,102,574
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 3,518,990 3,613,395
29 Total net assets or fund balances (see instructions)..... 3,518,990 3,613,395
30 Total liabilities and net assets/fund balances (see instructions). 3,518,990 3,613,395
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
3,518,990
2
Enter amount from Part I, line 27a .....................
2
94,005
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
400
4
Add lines 1, 2, and 3 ..........................
4
3,613,395
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,613,395
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b Passthrough K1 Capital Gain/(Loss)      
c Sec 751 Gain on Sale of Ptshp Reclass      
d NOTE - THE CONTACT FUND LLC P 2018-10-01 2024-09-30
e PRI LOAN FORGIVENESS - CHILDRENS THEATRE   2017-09-17 2024-12-31
(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 389,413   162,336 227,077
b       421
c       -1,499
d 125,000   125,000  
e 0   38,000 -38,000
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       227,077
b        
c        
d        
e       -38,000
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 2 187,999
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 6,003
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 6,003
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,003
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 4,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,800
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,800
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 797
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 797
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
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 arrowDC
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
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
Diana Erbsen Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Melanie Markwell Associate Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
James R Posner Chair Emeritus
2.0 		3,333 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Nicholas Posner Trustee, CFO, Treas
3.0 		3,333 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Stephanie Posner Associate Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Jill Prosky Associate Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Andrew C Smith Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Rachel C Smith Chair, Pres, Trustee
3.0 		5,000 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Sarah Smith Trustee, Sec
3.0 		3,333 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Shelby Lynn Smith Associate Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Robert P Smith II Trustee
2.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Robert P Smith III Trustee
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
 
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
 
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
3,344,882
b
Average of monthly cash balances.......................
1b
213,648
c
Fair market value of all other assets (see instructions)................
1c
630,804
d
Total (add lines 1a, b, and c).........................
1d
4,189,334
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
4,189,334
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
62,840
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,126,494
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
206,325
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
206,325
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
6,003
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,003
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
200,322
4
Recoveries of amounts treated as qualifying distributions................
4
400
5
Add lines 3 and 4............................
5
200,722
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
200,722
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
329,340
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
329,340
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 7 200,722
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...... 60,271
b From 2020...... 93,854
c From 2021...... 164,176
d From 2022...... 256,640
e From 2023...... 139,932
f Total of lines 3a through e ........ 714,873
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 329,340
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount..... 200,722
e Remaining amount distributed out of corpus 128,618
5 Excess distributions carryover applied to 2024.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 843,491
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		60,271
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		783,220
10 Analysis of line 9:
a Excess from 2020.... 93,854
b Excess from 2021.... 164,176
c Excess from 2022.... 256,640
d Excess from 2023.... 139,932
e Excess from 2024.... 128,618
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.
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

ABRAHAM FUND INITIATIVES

1460 BROADWAY
NEW YORK,NY10036 		N/A PC General & Unrestricted 2,000

ACHILLES INTERNATIONAL INC

315 WEST 39TH ST STE 205
NEW YORK,NY10018 		N/A PC General & Unrestricted 1,000

ADAS CAFE

839 NORTHAMPTON DR
PALO ALTO,CA94303 		N/A PC General & Unrestricted 400

ALLGENERATIONS INC

PO BOX 11113
WASHINGTON,DC20008 		N/A PC General & Unrestricted 180

ALLIANCE FOR MIDDLE EAST PEACE INC

1725 I ST NW STE 300
WASHINGTON,DC20006 		N/A PC General & Unrestricted 180

ALVEUS SANCTUARY INC

5900 BALCONES DR
AUSTIN,TX78731 		N/A PC General & Unrestricted 400

ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI

225 N MICHIGAN AVE 17TH FL
CHICAGO,IL60601 		N/A PC General & Unrestricted 1,000

AMERICAN BAR ASSOCIATION FUND FOR JUSTICE AND EDUC

321 N CLARK ST
CHICAGO,IL60654 		N/A SO I Tax Section TAPS & Argrett Fellowship 1,000

AMERICAN HEART ASSOCIATION

426 17TH ST STE 300
OAKLAND,CA94612 		N/A PC General & Unrestricted 400

AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC

220 E 42ND ST STE 400
NEW YORK,NY10017 		N/A PC Taub Center in Jerusalem, to support its independent, non-partisan research projects on a wide range of public policy issues as well as its annual reviews of Israeli social indicators 1,000

AMERICAN JEWISH WORLD SERVICE INC

PO BOX 568
ETNA,NH03750 		N/A PC Funds for under-served rural communities in Latin American 5,000

AMERICAN NATIONAL RED CROSS

431 18TH ST NW
WASHINGTON,DC20006 		N/A PC General & Unrestricted 1,000

AMERICARES FOUNDATION INC

88 HAMILTON AVE
STAMFORD,CT06902 		N/A PC General & Unrestricted 1,000

AMERICAS SECOND HARVEST OF TAMPA BAY INC

3624 CAUSEWAY BLVD
TAMPA,FL33619 		N/A PC General & Unrestricted 1,500

AMNESTY INTERNATIONAL OF THE USA INC

311 43RD ST 7TH FL
NEW YORK,NY10036 		N/A PC General & Unrestricted 400

ANIMAL HAVEN INC

200 CENTRE ST
NEW YORK,NY10013 		N/A PC General & Unrestricted 400

ANIMAL LEGAL DEFENSE FUND

PO BOX 96041
WASHINGTON,DC20077 		N/A PC General & Unrestricted 400

ARIZONA STATE UNIVERSITY FOUNDATIONASU WP CAREY

PO BOX 874611
TEMPE,AZ85287 		N/A PC Thunderbird School of Global Management 1,000

ASHOKA

1000 WILSON BLVD STE 1900
ARLINGTON,VA22209 		N/A PC General & Unrestricted 5,000

ASSOCIATION FOR THE PRESERVATION OF HISTORIC CONGR

1801 E ST SE
WASHINGTON,DC20003 		N/A PC General & Unrestricted 180

AUTISM SPEAKS

1060 STATE RD 1446
PRINCETON,NJ08540 		N/A PC General & Unrestricted 400

AUTISM SOCIETY OF AMERICA

2066 N CAPITOL AVE
SAN JOSE,CA95132 		N/A PC General & Unrestricted 400

BALLET HISPANICO OF NEW YORK

167 W 89TH ST
NEW YORK,NY10024 		N/A PC General & Unrestricted 1,000

BALLET TECH FOUNDATION INC

890 BROADWAY 8TH FL
NEW YORK,NY10003 		N/A PC General & Unrestricted 1,000

BARD COLLEGE

PO BOX 5000
ANNANDALEONHUDSON,NY12504 		N/A PC Bard Prison Initiative (BPI) 1,000

BAY AREA RIDGE TRAIL COUNCIL

2247 6TH ST
BERKELEY,CA94710 		N/A PC General & Unrestricted 400

BEADS FOR EDUCATION INC A NON-PROFIT CORPORATION

PO BOX 784
BROOKFIELD,CT06804 		N/A PC General & Unrestricted 5,000

BEEBE MEDICAL CENTER INC

424 SAVANNAH RD
LEWES,DE19958 		N/A PC General & Unrestricted 400

BEND THE ARC-A JEWISH PARTNERSHIP FOR JUSTICE

266 W 37TH ST RM 803
NEW YORK,NY10018 		N/A PC General & Unrestricted 800

BERKELEY EAST BAY HUMANE SOCIETY INC

2700 9TH ST
BERKELEY,CA94710 		N/A PC General & Unrestricted 400

BEST FRIENDS ANIMAL SOCIETY

5001 ANGEL CANYON RD
KANAB,UT84741 		N/A PC General & Unrestricted 400

BETA THETA PI FOUNDATION

5134 BONHAM RD
OXFORD,OH45056 		N/A PC General & Unrestricted 400

BETHANY BEACH VOLUNTEER FIRE CO INC

PO BOX 950
BETHANY BEACH,DE19930 		N/A PC General & Unrestricted 400

BETHESDA CHEVY CHASE RESCUE SQUAD INC

5020 BATTERY LN
BETHESDA,MD20814 		N/A PC General & Unrestricted 400

BILL WILSON CENTER

3490 THE ALAMEDA
SANTA CLARA,CA95050 		N/A PC General & Unrestricted 400

BOATING EDUCATION SEARCH AND RESCUE AND FRIENDS OF

510 N FORT HARRISON AVE 516
CLEARWATER,FL33755 		N/A PC General & Unrestricted 400

BOYS & GIRLS CLUBS OF SOUTHWEST WASHINGTON

5109 NE 82ND AVE STE 205
VANCOUVER,WA98662 		N/A PC General & Unrestricted 400

BRAIN INJURY ASSOCIATION OF MARYLAND INC

2200 KERNAN DR RM T810
BALTIMORE,MD21207 		N/A PC General & Unrestricted 1,000

BRING CHANGE 2 MIND

155 SANSOME ST STE 530
SAN FRANCISCO,CA94104 		N/A PC General & Unrestricted 400

BROADWAY MALL ASSOCIATION INC

2095 BROADWAY STE 403
NEW YORK,NY10023 		N/A PC General & Unrestricted 300

BUILDING BRIDGES ACROSS THE RIVER

PO BOX 98392
WASHINGTON,DC20090 		N/A PC General & Unrestricted 5,000

CAN MATEO COUNTY FIREFIGHTERS FOUNDATION

335 CONVENTION WAY STE 5
REDWOOD CITY,CA94063 		N/A PC General & Unrestricted 400

CANDID

32 OLD SLIP 24TH FL
NEW YORK,NY10005 		N/A PC General & Unrestricted 2,000

CAPITAL SISTERS INTERNATIONAL INC

601 16TH ST STE C 310
GOLDEN,CO80401 		N/A PC General & Unrestricted 500

CAPITAL SISTERS INTERNATIONAL INC

601 16TH ST STE C 310
GOLDEN,CO80401 		N/A PC Funds for new bond purchase 5,000

CASA FOR CHILDREN OF THE DISTRICT OF COLUMBIA

PO BOX 15063
WASHINGTON,DC20003 		N/A PC General & Unrestricted 1,000

CATHEDRAL CHURCH OF ST JOHN THE DIVINE

1047 AMSTERDAM AVE
NEW YORK,NY10025 		N/A PC funds For community services 1,000

CDF FIREFIGHTERS BENEVOLENT FOUNDATION

1731 J ST STE 100
SACRAMENTO,CA95811 		N/A PC General & Unrestricted 400

CELTIC ARTS FOUNDATION

PO BOX 1342
MOUNT VERNON,WA98273 		N/A PC General & Unrestricted 400

CENTER FOR JEWISH FOOD ETHICS

533 E GIRARD AVE UNIT 612
PHILADELPHIA,PA19125 		N/A PC General & Unrestricted 180

CHABAD OF RANCHO MIRAGE

72295 VIA MARTA
RANCHO MIRAGE,CA92270 		N/A PC General & Unrestricted 500

CHEETAH CONSERVATION FUND

PO BOX 2496
ALEXANDRIA,VA22301 		N/A PC General & Unrestricted 400

CHESAPEAKE BAY FOUNDATION INC

6 HERNDON AVE
ANNAPOLIS,MD21403 		N/A PC General & Unrestricted 1,000

CHILDRENS HEALTH COUNCIL INC

650 CLARK WAY
PALO ALTO,CA94304 		N/A PC General & Unrestricted 5,000

CHILDRENS HOSPITAL

111 MICHIGAN AVE NW
WASHINGTON,DC20010 		N/A PC General & Unrestricted 1,000

CHILDRENS HOSPITAL COLORADO

13123 E 16TH AVE
AURORA,CO80045 		N/A PC General & Unrestricted 400

CHILDRENS THEATRE COMPANY

526 W 26TH ST RM 1012
NEW YORK,NY10001 		N/A PC Funds for Cash-flow support and staff to prepare for Charitable benefit performance of Louis Armstrong Musical and related events 15,000

CHILDRENS THEATRE COMPANY

526 W 26TH ST RM 1012
NEW YORK,NY10001 		N/A PC General & Unrestricted 12,000

CHILDRENS THEATRE COMPANY

526 W 26TH ST RM 1012
NEW YORK,NY10001 		N/A PC Talent and Career Pathways project 8,000

CHOPSTICKS ALLEY ART

88 S 3RD ST STE 183
SAN JOSE,CA95113 		N/A PC General & Unrestricted 400

CHURCH OF ST PAUL AND ST ANDREW UNITED METHODIST

263 W 86TH ST
NEW YORK,NY10024 		N/A PC Continuing support for the alignment of values & programs between SPSA and BJ 360

CITIZENS BUDGET COMMISSION INC

240 W 35TH ST STE 302
NEW YORK,NY10001 		N/A PC General & Unrestricted 100

CITY HARVEST INC

150 52ND ST
BROOKLYN,NY11232 		N/A PC General & Unrestricted 1,500

CITY OF DREAMS

PO BOX 24037
SAN FRANCISCO,CA94124 		N/A PC General & Unrestricted 400

CLARK COUNTY FOOD BANK

6502 NE 47TH AVE
VANCOUVER,WA98661 		N/A PC General & Unrestricted 1,400

CLARK COUNTY HISTORICAL SOCIETY

1511 MAIN ST
VANCOUVER,WA98660 		N/A PC General & Unrestricted 250

CLEAR GLOBAL INC

9169 W STATE ST 3055
GARDEN CITY,ID83714 		N/A PC General & Unrestricted 5,000

CLEARWATER FREE CLINIC INC

1218 COURT ST
CLEARWATER,FL33756 		N/A PC General & Unrestricted 1,500

CLEARWATER MARINE AQUARIUM INC

249 WINDWARD PASSAGE
CLEARWATER,FL33767 		N/A PC General & Unrestricted 1,000

COAST GUARD FOUNDATION INC

394 TAUGWONK RD
STONINGTON,CT06378 		N/A PC Funds to be used for moral purposes at the USCG Station Sand Key at the direction of Chief S Crocker 1,000

CODE FOR AMERICA LABS INC

972 MISSION ST 5TH FL
SAN FRANCISCO,CA94103 		N/A PC General & Unrestricted 400

COLORADO OUTWARD BOUND SCHOOL

3840 YORK ST STE 150
DENVER,CO80205 		N/A PC General & Unrestricted 400

COMMITTEE TO PROTECT JOURNALISTS INC

PO BOX 2675
NEW YORK,NY10108 		N/A PC General & Unrestricted 1,000

COMMUNITY FAMILY CENTERS-CENTROS FAMILIARES DE LA

7524 AVE E
HOUSTON,TX77012 		N/A PC General & Unrestricted 400

COMPASSION AND CHOICES

PO BOX 485
ETNA,NH03750 		N/A PC General & Unrestricted 1,000

CONGREGATION B'NAI JESHURUN

270 WEST 89TH ST
NEW YORK,NY10024 		N/A PC General & Unrestricted 2,000

COURT APPOINTED SPECIAL ADVOCATES INC

48 WALL ST 11TH FL
NEW YORK,NY10005 		N/A PC General & Unrestricted 400

COVENANT HOUSE WASHINGTON DC

2001 MISSISSIPPI AVE SE
WASHINGTON,DC20020 		N/A PC Programs to support teens and youth at risk in Anacostia 1,000

CRISIS ASSISTANCE CENTER

1022 MCCALL AVE
CONROE,TX77301 		N/A PC General & Unrestricted 5,000

CROWN CENTER

8350 DELCREST DR
SAINT LOUIS,MO63124 		N/A PC General & Unrestricted 360

DACOR BACON HOUSE FOUNDATION

1801 F ST NW
WASHINGTON,DC20006 		N/A PC General & Unrestricted 300

DAWNWATCH

409 CAMINO DEL REMEDIO UNIT G
SANTA BARBARA,CA93110 		N/A PC General & Unrestricted 100

DC AFFORDABLE LAW FIRM

1717 K ST NW
WASHINGTON,DC20006 		N/A PC General & Unrestricted 1,000

DEIRDRE O BRIEN CHILD ADVOCACY CENTER INC

8 COURT ST
MORRISTOWN,NJ07960 		N/A PC General & Unrestricted 400

DICKINSON COLLEGE

PO BOX 1773
CARLISLE,PA17013 		N/A PC General & Unrestricted 500

DOE FUND INC

345 EAST 102ND ST STE 305
NEW YORK,NY10029 		N/A PC General & Unrestricted 1,000

DOROT INC

171 W 85TH ST
NEW YORK,NY10024 		N/A PC General & Unrestricted 3,000

DRISHA INSTITUTE FOR JEWISH EDUCATION INC

377 INDEPENDENCE AVE FRONT 1
BRONX,NY10463 		N/A PC General & Unrestricted 1,000

EAST CAROLINA UNIVERSITY FOUNDATION INC

2200 S CHARLES BLVD
GREENVILLE,NC27858 		N/A PC General & Unrestricted 500

ECHO HILL CAMPERSHIP FUND

PO BOX 5923
BETHESDA,MD20824 		N/A PC General & Unrestricted 400

EDLAVITCH JEWISH COMMUNITY CENTER OF WASHINGTON DC

1529 16TH ST NW
WASHINGTON,DC20036 		N/A PC JCC summer camp program for low-income residents in nearby neighborhoods 500

END OF LIFE CHOICES NEW YORK

244 5TH AVE 2010
NEW YORK,NY10001 		N/A PC programs providing education and compassionate care 1,000

EVERGREEN SCHOOL DISTRICT 114 FOUNDATION

13501 NE 28TH ST
VANCOUVER,WA98682 		N/A PC General & Unrestricted 400

FAMILY HOUSE INC

540 MISSION BAY BLVD N
SAN FRANCISCO,CA94158 		N/A PC General & Unrestricted 400

FINCA INTERNATIONAL INC

1201 15TH ST NW
WASHINGTON,DC20005 		N/A PC Funds to support FINCA's Mission-Related loans in Latin America, as part of "Fomentar la Unification Social en Latino-America (FUSLA)" efforts 1,000

FORT VANCOUVER PIPE BAND

1008 SE 101ST AVE
VANCOUVER,WA98664 		N/A PC General & Unrestricted 400

FORT VANCOUVER REGIONAL LIBRARY FOUNDATION

PO BOX 2384
VANCOUVER,WA98668 		N/A PC General & Unrestricted 250

FREE THE OPPRESSED

PO BOX 209938
DALLAS,TX75320 		N/A PC General & Unrestricted 1,000

FREE WHEELCHAIR MISSION

15279 ALTON PKWY STE 300
IRVINE,CA92618 		N/A PC General & Unrestricted 5,000

FRESH AIR FUND

633 THIRD AVE
NEW YORK,NY10017 		N/A PC General & Unrestricted 1,000

FRIENDS OF MOUNT MORIAH CEMETERY INC

PO BOX 5321
PHILADELPHIA,PA19142 		N/A PC General & Unrestricted 400

FRIENDS OF STRAUS PARK INC

PO BOX 2021
NEW YORK,NY10025 		N/A PC General & Unrestricted 180

FRIENDS OF THE SOUTH COASTAL LIBRARY INC

PO BOX 1617
BETHANY BEACH,DE19930 		N/A PC General & Unrestricted 400

GENDER SPECTRUM

BOX 1044 2930 DOMINGO AVE
BERKELEY,CA94705 		N/A PC General & Unrestricted 400

GENESIS WOMENS SHELTER & SUPPORT

2023 LUCAS DR
DALLAS,TX75219 		N/A PC General & Unrestricted 400

GFWC-CLEARWATER COMMUNITY WOMANS CLUB INC

PO BOX 6074
CLEARWATER,FL33758 		N/A PC Daisy Fund and Food Insecurity 500

GIRLS INCORPORATED OF NEW YORK CITY

25 BROADWAY 12TH FL
NEW YORK,NY10004 		N/A PC General & Unrestricted 1,000

GLOBALGIVING FOUNDATION INC

1 THOMAS CIR NW SUITE 800
WASHINGTON,DC20005 		N/A PC Children in Poverty 400

GODS LOVE WE DELIVER INC

166 AVE OF THE AMERICAS
NEW YORK,NY10013 		N/A PC General & Unrestricted 1,500

GOOD360

625 N WASHINGTON ST STE 324
ALEXANDRIA,VA22314 		N/A PC General & Unrestricted 400

GUIDING EYES FOR THE BLIND INC

611 GRANITE SPRINGS RD
YORKTOWN HTS,NY10598 		N/A PC General & Unrestricted 2,800

H LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE

12902 MAGNOLIA DR
TAMPA,FL33612 		N/A PC General & Unrestricted 500

HADASSAH FOUNDATION INC

40 WALL ST
NEW YORK,NY10005 		N/A PC General & Unrestricted 500

HARBOR DISH INC

690 MAIN ST 123
SAFETY HARBOR,FL34695 		N/A PC General & Unrestricted 400

HARPERS PLAYGROUND

920 SW 6TH AVE STE 1300
PORTLAND,OR97204 		N/A PC General & Unrestricted 1,000

HEART AND SOUL CHARITABLE FUND INC

1157 LEXINGTON AVE
NEW YORK,NY10075 		N/A PC General & Unrestricted 300

HOLLINS UNIVERSITY CORPORATION

PO BOX 9629
ROANOKE,VA24020 		N/A PC General & Unrestricted 500

HOPE MISSION SOCIETY

1000 QUAIL ST STE 100
NEWPORT BEACH,CA92660 		N/A PC General & Unrestricted 180

HUDSON LINK FOR HIGHER EDUCATION IN PRISON INC

23 STATE ST
OSSINING,NY10562 		N/A PC In-prison programming & Re-entry housing 2,000

I EARN INC

1460 BROADWAY 11TH FL
NEW YORK,NY10036 		N/A PC TCP--Support Collaboration Center platform on Class.com 10,000

IN YOUR HANDS INC

2462 WYANDOTTE ST
MOUNTAIN VIEW,CA94043 		N/A PC General & Unrestricted 500

INTERNATIONAL ELEPHANT FOUNDATION

PO BOX 366
AZLE,TX76098 		N/A PC General & Unrestricted 400

INTERNATIONAL RESCUE COMMITTEE INC

PO BOX 6068
ALBERT LEA,MN56007 		N/A PC General & Unrestricted 5,000

INTERNET ARCHIVE

300 FUNSTON AVE
SAN FRANCISCO,CA94118 		N/A PC General & Unrestricted 1,000

IT HOWLS RESCUE INC

109 BUCKBERG MOUNTAIN RD
TOMKINS COVE,NY10986 		N/A PC General & Unrestricted 360

JAPANESE GARDEN SOCIETY OF OREGON

611 SW KINGSTON AVE
PORTLAND,OR97205 		N/A PC General & Unrestricted 400

JOSE LIMON DANCE FOUNDATION

466 W 152ND ST FL 2
NEW YORK,NY10031 		N/A PC General & Unrestricted 360

KENYON COLLEGE

209 CHASE AVE
GAMBIER,OH43022 		N/A PC General & Unrestricted 500

KESHO

397 PIEDMONT RD
COLUMBUS,OH43214 		N/A PC Happiness Wambura's Lohada Schools Program 6,500

KIDS MEALS INC

330 GARDEN OAKS BLVD
HOUSTON,TX77018 		N/A PC General & Unrestricted 1,000

KIND MOUSE PRODUCTIONS INC

1801 16TH ST N STE B
ST PETERSBURG,FL33704 		N/A PC General & Unrestricted 400

KOGOOD SCHOOL OF BUSINESS ADMINISTRATION

4400 MASSACHUSETTS AVE NW
WASHINGTON,DC20016 		N/A PC The Stanley I Posner Prize Fund 1,000

KQED INC

2601 MARIPOSA ST
SAN FRANCISCO,CA94110 		N/A PC General & Unrestricted 400

L S U FOUNDATION

3796 NICHOLSON DR
BATON ROUGE,LA70802 		N/A PC CERA Support Fund 400

LIFE AFTER HATE INC

650 W STATE ST STE 304
MILWAUKEE,WI53213 		N/A PC General & Unrestricted 400

LIFELINE ANIMAL PROJECT INC

3180 PRESIDENTIAL AVE
ATLANTA,GA30340 		N/A PC General & Unrestricted 400

LIFEMOVES

2550 GREAT AMERICA WAY STE 201
SANTA CLARA,CA95054 		N/A PC General & Unrestricted 400

LILLIAN & ALBERT SMALL CAPITAL JEWISH MUSEUM INC

575 3RD ST NW
WASHINGTON,DC20001 		N/A PC General & Unrestricted 180

LITTLE BY LITTLE

1532 8TH ST
ARGYLE,TX76226 		N/A PC General & Unrestricted 1,400

LOVE TO LANGA

PO BOX 104
GLADWYNE,PA19035 		N/A PC General & Unrestricted 400

LUBUTO LIBRARY PROJECT INC

5614 CONNECTICUT AVE NW STE 368
WASHINGTON,DC20015 		N/A PC General & Unrestricted 1,000

LUCILE PACKARD FOUNDATION FOR CHILDRENS HEALTH

400 HAMILTON AVE SUITE 340
PALO ALTO,CA94301 		N/A PC General & Unrestricted 400

LUMIND IDSC FOUNDATION

110 WINN ST STE 105
WOBURN,MA01801 		N/A PC General & Unrestricted 400

MAGENTA THEATER

6400 NE HWY 99 STE G PMB 160
VANCOUVER,WA98665 		N/A PC General & Unrestricted 400

MARTHAS TABLE

2114 14TH ST NW
WASHINGTON,DC20009 		N/A PC General & Unrestricted 1,000

MAZON INC A JEWISH RESPONSE TO HUNGER

PO BOX 6095
ALBERT LEA,MN56007 		N/A PC general operating support and regional operations & communities within the us 2,500

MBOLDEN CHANGE

3790 EL CAMINO REAL 1098
PALO ALTO,CA94306 		N/A PC General & Unrestricted 400

MEDECINS SANS FRONTIERES USA INC

PO BOX 5030
HAGERSTOWN,MD21741 		N/A PC General & Unrestricted 5,000

MESOTHELIOMA APPLIED RESEARCH FOUNDATION INC

1717 K ST NW STE 900
WASHINGTON,DC20006 		N/A PC General & Unrestricted 400

METROPOLITAN MINISTRIES INC

2002 N FLORIDA AVE
TAMPA,FL33602 		N/A PC General & Unrestricted 400

MIRROR STAGE

32211 22ND AVE SW
FEDERAL WAY,WA98023 		N/A PC General & Unrestricted 7,000

MONTEREY BAY AQUARIUM FOUNDATION

886 CANNERY ROW
MONTEREY,CA93940 		N/A PC General & Unrestricted 400

MYOTONIC DYSTROPHY FOUNDATION

663 13TH ST SUITE 100
OAKLAND,CA94612 		N/A PC General & Unrestricted 400

NATIONAL ARBOR DAY FOUNDATION

211 N 12TH ST STE 501
LINCOLN,NE68508 		N/A PC General & Unrestricted 400

NATIONAL NETWORK OF ABORTION FUNDS

9450 SW GEMINI DR PMB 16009
BEAVERTON,OR97008 		N/A PC General & Unrestricted 400

NEW ISRAEL FUND

6 EAST 39TH ST SUITE 301
NEW YORK,NY10016 		N/A PC General & Unrestricted 5,000

NEW YORK RESTORATION PROJECT

254 W 31ST ST 14TH FL
NEW YORK,NY10001 		N/A PC General & Unrestricted 1,000

NEW YORK UNIVERSITY

22 WASHINGTON SQ NORTH
NEW YORK,NY10011 		N/A PC General & Unrestricted 400

NORTH COAST OPPORTUNITIES INC

413 N STATE ST
UKIAH,CA95482 		N/A PC General & Unrestricted 400

NORTHEASTERN UNIVERSITY SCHOOL OF LAW

400 HUNTINGTON AVE
BOSTON,MA02115 		N/A PC Cooperative Income Sharing Program 5,000

NORTHERN BEDFORD SCHOOL FOUNDATION INC

152 NBC DR
LOYSBURG,PA16659 		N/A PC General & Unrestricted 1,000

NURU INTERNATIONAL

2020 PENNSYLVANIA NW STE 600
WASHINGTON,DC20006 		N/A PC General & Unrestricted 900

OLD LINE MUSEUM

PO BOX 35
DELTA,PA17314 		N/A PC General & Unrestricted 400

ONE ACRE FUND

2070 GREEN BAY RD 183
HIGHLAND PARK,IL60035 		N/A PC General & Unrestricted 400

OPERATION BBQ RELIEF

22720 JOE HOLT PKWY
PECULIAR,MO64078 		N/A PC General & Unrestricted 400

OREGON ZOO FOUNDATION

4001 SW CANYON RD
PORTLAND,OR97221 		N/A PC General & Unrestricted 400

OUR HEN HOUSE

25 FURMAN CRES
ROCHESTER,NY14620 		N/A PC General & Unrestricted 120

PARTNERSHIP FOR SHELTER ANIMALS NYC FUND

186 RIVERSIDE DR 11C
NEW YORK,NY10024 		N/A PC General & Unrestricted 360

PENINSULA HUMANE SOCIETY & SPCA

1450 ROLLINS RD
BURLINGAME,CA94010 		N/A PC General & Unrestricted 400

PENINSULA OPEN SPACE TRUST

222 HIGH ST
PALO ALTO,CA94301 		N/A PC General & Unrestricted 400

PENNSYLVANIA STATE UNIVERSITY

105 OLD MAIN
UNIVERSITY PARK,PA16802 		N/A GOV Colored Conventions Project 1,500

PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS INC

501 FRONT ST
NORFOLK,VA23510 		N/A PC General & Unrestricted 400

PETS IN NEED

871 5TH AVE
REDWOOD CITY,CA94063 		N/A PC General & Unrestricted 400

PLANNED PARENTHOOD MAR MONTE INC

1691 THE ALAMEDA
SAN JOSE,CA95126 		N/A PC General & Unrestricted 400

PLUMMER YOUTH PROMISE INC

37 WINTER ISLAND RD
SALEM,MA01970 		N/A PC General & Unrestricted 500

PRESIDENT AND FELLOWS OF HARVARD COLLEGE

124 MOUNT AUBURN ST 4TH FLOOR
CAMBRIDGE,MA02138 		N/A PC Harvard College Fund Class of 1965 500

PRESIDENT AND FELLOWS OF HARVARD COLLEGE

10 GARDEN ST
CAMBRIDGE,MA02138 		N/A PC for support of non-US FELLOWS 500

PROJECT ORBIS INTERNATIONAL INC

52 VANDERBILT AVE 8TH FL
NEW YORK,NY10017 		N/A PC General & Unrestricted 400

PUPSTARZ RESCUE INC

11 1/2 26TH ST 2ND FLOOR
NEW YORK,NY10010 		N/A PC General & Unrestricted 360

RADIO BILINGUE INC

5005 E BELMONT AVE
FRESNO,CA93727 		N/A PC General & Unrestricted 2,100

RAISING RELIEF

2840 WEST BAY DR 236
LARGO,FL33770 		N/A PC Charitable Event 400

READ AHEAD INC

50 BROAD ST STE 502
NEW YORK,NY10004 		N/A PC General & Unrestricted 660

REDWOOD CITY LIBRARY FOUNDATION

1044 MIDDLEFIELD RD
REDWOOD CITY,CA94063 		N/A PC General & Unrestricted 400

REDWOOD CITY POLICE ACTIVITIES LEAGUE INC

3399 BAY RD
REDWOOD CITY,CA94063 		N/A PC General & Unrestricted 400

REMERGE INC

PO BOX 54717
ATLANTA,GA30308 		N/A PC Giving Grace program 400

RESOURCE AREA FOR TEACHING

1355 RIDDER PARK DR
SAN JOSE,CA95131 		N/A PC General & Unrestricted 1,500

RESPONSIBLE SOURCING NETWORK

1019 INSPIRATION WAY
VENTURA,CA93001 		N/A PC General & Unrestricted 400

RETHINK THE CONVERSATION LTD

45 W 54TH ST
NEW YORK,NY10019 		N/A PC General & Unrestricted 400

SAINT FLORIAN PIPERS SOCIETY

PO BOX 1881
WEAVERVILLE,CA96093 		N/A PC General & Unrestricted 400

SAMARITANS PURSE

PO BOX 3000
BOONE,NC28607 		N/A PC General & Unrestricted 400

SAN FRANCISCO AIDS FOUNDATION

940 HOWARD ST
SAN FRANCISCO,CA94103 		N/A PC General & Unrestricted 400

SAVE THE BAY

560 14TH ST 400
OAKLAND,CA94612 		N/A PC General & Unrestricted 400

SECOND CHANCE RESCUE INC

PO BOX 570701
WHITESTONE,NY11357 		N/A PC General & Unrestricted 360

SECOND HARVEST OF SILICON VALLEY

4001 N 1ST ST
SAN JOSE,CA95134 		N/A PC General & Unrestricted 2,500

SEED SAVERS EXCHANGE INC

3094 N WINN RD
DECORAH,IA52101 		N/A PC General & Unrestricted 400

SIDWELL FRIENDS SCHOOL

3825 WISCONSIN AVE NW
WASHINGTON,DC20016 		N/A PC General & Unrestricted 1,000

SIDWELL FRIENDS SCHOOL

3825 WISCONSIN AVE NW
WASHINGTON,DC20016 		N/A PC Supervia Endowed Chair 5,000

SOCIAL & ECONOMIC ACTION FOR LEBANON INC

525 PARK AVE STE 5N
NEW YORK,NY10065 		N/A PC General & Unrestricted 400

SOCIETY FOR THE ADVANCEMENT OF JUDAISM

15 W 86TH ST
NEW YORK,NY10024 		N/A PC General & Unrestricted 500

SOCIETY FOR THE ADVANCEMENT OF JUDAISM

15 W 86TH ST
NEW YORK,NY10024 		N/A PC 100th Anniversary Legacy Fund 1,800

SOHARMONIUMS INCORPORATED

37 W 65TH ST
NEW YORK,NY10023 		N/A PC General & Unrestricted 300

SOME INC

71 O ST NW
WASHINGTON,DC20001 		N/A PC General and Unrestricted Support for Affordable Housing 1,000

SOUTHEASTERN GUIDE DOGS INC

4210 77TH ST E
PALMETTO,FL34221 		N/A PC General & Unrestricted 400

ST BALDRICKS FOUNDATION INC

1333 S MAYFLOWER AVE STE 400
MONROVIA,CA91016 		N/A PC General & Unrestricted 1,000

STREET GRACE INC

N AVE PRESBYTERIAN CH 607 PEACHTRE
ATLANTA,GA30308 		N/A PC General & Unrestricted 400

SUNFLOWER BAKERY INC

5951 HALPINE RD
ROCKVILLE,MD20851 		N/A PC General & Unrestricted 2,000

SUTTER BAY MEDICAL FOUNDATION

795 EL CAMINO REAL
PALO ALTO,CA94301 		N/A PC General & Unrestricted 400

TALISMAN INC

64 GAP CREEK RD
ZIRCONIA,NC28790 		N/A PC General & Unrestricted 400

THE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND

PO BOX 669394
DALLAS,TX75266 		N/A PC School of Public Health Scholarship Fund 500

THE BEACON OF DOWNTOWN HOUSTON

1117 TEXAS ST
HOUSTON,TX77002 		N/A PC General & Unrestricted 400

THE DAVID SHELDRICK WILDLIFE TRUST USA

25283 CABOT RD STE 101
LAGUNA HILLS,CA92653 		N/A PC General & Unrestricted 400

THE SCHECHTER INSTITUTES INC

BOX 3566 PO BOX 8500
PHILADELPHIA,PA19178 		N/A PC General & Unrestricted 1,000

THE TOMORROW FUND

RI HOSPITAL CAMPUS 593 EDDY ST
PROVIDENCE,RI02903 		N/A PC General & Unrestricted 400

TIERRA DEL SOL FOUNDATION

9919 SUNLAND BLVD
SUNLAND,CA91040 		N/A PC General & Unrestricted 400

TRANSGENDER LAW CENTER

PO BOX 741803
LOS ANGELES,CA90074 		N/A PC General & Unrestricted 400

TREEPEOPLE INC

12601 MULHOLLAND DR
BEVERLY HILLS,CA90210 		N/A PC General & Unrestricted 400

TRUSTEES OF AMHERST COLLEGE

PO BOX 5000
AMHERST,MA01002 		N/A PC General & Unrestricted 800

TRUSTEES OF PRINCETON UNIVERSITY

100 OVERLOOK CENTER STE 300
PRINCETON,NJ08540 		N/A PC Graduate Alumni Annual Giving Fund 800

TRUSTEES OF THE SMITH COLLEGE

33 ELM ST
NORTHAMPTON,MA01063 		N/A PC General & Unrestricted 500

U S COMMITTEE FOR REFUGEES AND IMMIGRANTS INC

2231 CRYSTAL DR STE 350
ARLINGTON,VA22202 		N/A PC General & Unrestricted 500

UKRAINE FREEDOM PROJECT

1520 BELLE VIEW BLVD STE 556
ALEXANDRIA,VA22307 		N/A PC General & Unrestricted 1,000

UNITED METHODIST COMMITTEE ON RELIEF

PO BOX 9068
NEW YORK,NY10087 		N/A PC General & Unrestricted 400

UNITED POULTRY CONCERNS INC

PO BOX 150
MACHIPONGO,VA23405 		N/A PC General & Unrestricted 400

UNIVERSITY OF COLORADO FOUNDATION

PO BOX 17126
DENVER,CO80217 		N/A PC Honors Program Scholarship Fund 500

UNIVERSITY OF MISSISSIPPI FOUNDATION

406 UNIVERSITY AVE
OXFORD,MS38655 		N/A PC General & Unrestricted 1,000

URBAN INSTITUTE

500 LENFANT PLZ SW 2ND FLOOR
WASHINGTON,DC20024 		N/A PC Emerging Researchers support 3,000

VANCOUVER FARMERS MARKET FOUNDATION

PO BOX 61638
VANCOUVER,WA98666 		N/A PC General & Unrestricted 400

VANCOUVER HUMANE SOCIETY & SOCIETY FOR THE PREVENT

1100 NE 192ND AVE
VANCOUVER,WA98684 		N/A PC General & Unrestricted 400

VILLAGE HARVEST CORPORATION

PO BOX 9231
SAN JOSE,CA95157 		N/A PC General & Unrestricted 400

VOLUNTEERS IN MEDICINE CLINIC

15 NORTHRIDGE DR
HILTON HEAD,SC29926 		N/A PC General & Unrestricted 400

WEST SIDE HATZOLOH

C/O THE JEWISH CENTER131 W 86TH ST
NEW YORK,NY10024 		N/A PC General & Unrestricted 1,000

WHIS-PURR RESCUE

346 EL CAMINO REAL
REDWOOD CITY,CA94062 		N/A PC General & Unrestricted 400

WIKIMEDIA FOUNDATION INC

PO BOX 98204
WASHINGTON,DC20090 		N/A PC General & Unrestricted 400

WILD BIRD FUND INC

565 COLUMBUS AVE
NEW YORK,NY10024 		N/A PC General & Unrestricted 300

WOODLANDS METHODIST CHURCH FOUNDATION INC

2200 LAKE WOODLANDS DR
THE WOODLANDS,TX77380 		N/A SO I General & Unrestricted 400

WOODLANDS METHODIST CHURCH FOUNDATION INC

2200 LAKE WOODLANDS DR
THE WOODLANDS,TX77380 		N/A SO I Children of the Woodlands Ministry of The Woodlands Methodist Church 400

WORLD CENTRAL KITCHEN INCORPORATED

PO BOX 96538
WASHINGTON,DC20090 		N/A PC General & Unrestricted 2,500

WORLD WILDLIFE FUND INC

1250 24TH ST NW
WASHINGTON,DC20037 		N/A PC General & Unrestricted 400

YOSEMITE FOUNDATION

101 MONTGOMERY ST STE 2450
SAN FRANCISCO,CA94104 		N/A PC General & Unrestricted 400

YOUNG ADULT INSTITUTE INC

220 EAST 42ND ST 8TH FLOOR
NEW YORK,NY10017 		N/A PC General & Unrestricted 500

YOUTH OPPORTUNITIES UNLIMITED INC

224 BROCK AVE
NEW BEDFORD,MA02744 		N/A PC General & Unrestricted 400
Total .................................right arrow 3a 276,760
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 4,858  
4 Dividends and interest from securities ....     14 260,109  
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 ............ 		525990 5 18 187,999  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aK-1 Inc/Loss 		525990 -1,180 14 3,889  
bFederal Tax Refund     01 150  
cSec 751 Gain on Sale of Ptshp 525990 1,499      
dINTEREST INCOME FROM NOTES     14 5,009  
e
12 Subtotal. Add columns (b), (d), and (e) .. 324 462,014  
13Total. Add line 12, columns (b), (d), and (e)..................
13
462,338
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

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TY 2024 DepreciationSchedule
Name:
Posner-Wallace Foundation
EIN:
52-6037555
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2024 GeneralExplanationAttachment
Name:
Posner-Wallace Foundation
EIN:
52-6037555
Identifier Return Reference Explanation
FORM 990-PF FORM 990-PF ONE OR MORE PARTNERSHIPS HAVE PROVIDED A SCHEDULE K-3 FOR THE TAX YEAR IN WHICH THEY HAVE CHECKED ONE OR MORE OF THE BOXES IN PART I BUT NOT PROVIDED SUFFICIENT BACK-UP INFORMATION TO ALLOW THE FOUNDATION TO VERIFY WHY SUCH BOXES WERE CHECKED OR THE EXTENT TO WHICH THE CHECKING OF SUCH BOXES AFFECTS ANY ITEM ON THIS RETURN. THE FOUNDATION HAS PREPARED THIS RETURN TO THE BEST OF ITS ABILITY AND WITHOUT ANY FOREIGN FILINGS FOR SUCH PARTNERSHIPS BASED ON THE INFORMATION PROVIDED TO IT BY THESE PARTNERSHIPS AND ON THE BASIS OF HAVING RECEIVED NO INFORMATION TO THE CONTRARY. ANY MISSING OR INCOMPLETE INFORMATION IS DUE TO THE FOUNDATION'S INABILITY TO OBTAIN SUCH INFORMATION AND IS NOT A WILLFUL ATTEMPT TO WITHHOLD SUCH INFORMATION.

TY 2024 InvestmentsCorpStockSchedule
Name:
Posner-Wallace Foundation
EIN:
52-6037555
Name of Stock End of Year Book Value End of Year Fair Market Value
AB INTL STRATEGIC EQUITIES POR 195,596 249,866
AB SELECT US EQUITY PORTFOLIO 134,498 180,554
ABBOTT LABS 2,489 11,311
ACCO BRANDS CORPORATION 12,355 7,875
AES CORP 10,456 7,722
ALLIANCE BERNSTEIN VALUE FUND 95,185 123,376
ALLIANCEBERN DISCOVERY GROWTH 51,186 62,312
ALLIANCEBERN DISCOVERY VALUE F 56,480 61,198
ALLIANCEBERN GLOBAL BOND ADV 157,822 132,642
ALLIANCEBERN HIGH INCOME ADVIS 174,398 147,303
ALLIANCEBERNSTEIN CONCENTRATED 81,345 125,639
ALLIANCEBERNSTEIN REAL RETURN 82,420 70,902
ALLY FINANCIAL INC 22,884 25,207
ALPHABET INC CL C 12,702 21,901
AMAZON COM 20,607 29,618
AMERICAN INVESTMENT CO OF AMER 83,172 252,304
AMGEN INC 11,503 13,032
APPLE INC 13,206 25,042
BERNSTEIN EMERGING MARKETS 50,027 49,871
BERNSTEIN INTERMEDIATE DURATIO 317,472 273,598
BLOOMIN BRANDS INC 10,907 7,326
CHEVRON CORP 19,281 21,726
COMCAST CORP 23,225 20,642
CONSTELLATION BRANDS INC 16,017 15,470
CROWN CASTLE INTL 12,562 9,076
CVS CAREMARK CORP 18,820 13,467
DELL TECHNOLOGIES INC CLASS C 11,466 11,524
DEVON ENERGY CORPORATION 9,004 7,364
DOMINION ENERGY INC 48,896 37,702
DOUBLELINE YIELD OPPORTUNITIES 20,106 18,996
DOW INC 19,679 20,065
ECOFIN SUSTAINABLE AND SOCIAL 18,586 15,600
ELI LILLY & CO 6,866 10,036
EMERSON ELECTRIC CO 9,939 12,393
EXXON MOBIL CORP 392 32,271
GABELLI DIVIDEND & INCOME TRUS 34,943 43,470
GAMING AND LEISURE PROPERTIES, 17,807 19,264
GOLDMAN SACHS BDC INC 19,435 12,100
INTERNATIONAL BUSINESS MACHINE 1,454 21,983
ISHARES IBOXX $ INVESTMENT GRA 11,336 10,150
ISHARES JP MORGAN USD EM MKTS 14,378 11,842
IVY SCIENCE AND TECHNOLOGY 54,503 101,738
JOHNSON & JOHNSON 4,191 32,540
KAYNE ANDERSON MLP INV CO 19,711 26,691
KIMBERLY CLARK CORP 29,055 32,760
MICROSOFT CORP 24,683 33,720
NATIONAL RETAIL PROPERTIES INC 18,788 22,468
NORTHROP GRUMMAN CORP 17,319 17,833
NOVARTIS AG ADR 9,264 19,462
NVIDIA CORP 9,326 11,415
PALO ALTO NETWORKS INC 8,045 12,737
PENN TREATY AMER CP 19,868 21,142
PEPSICO INC 24,601 26,611
RAYTHEON TECHNOLOGIES CORP 7,909 12,151
SALESFORCE.COM 21,299 33,433
SANFORD C BERNSTEIN FD, INC OV 369,752 310,284
SANFORD C. BERNSTEIN FD, INC. 79,791 70,722
SHELL ADR EACH REPRESENTING 2 26,660 31,325
STARWOOD PROPERTY TRUST INC 14,362 11,370
THERMO FISHER SCIENTIFIC INC 8,956 8,324
UBER 8,282 6,937
UNILEVER PLC AMER 13,566 17,010
UNIT MORGAN STANLEY AI - 02/20 9,030 10,473
UNITEDHEALTH GROUP INC 12,595 12,647
VANGUARD DIVIDEND APPRECIATION 12,925 26,829
VANGUARD FTSE DEVELOPED MARKET 28,385 32,087
VANGUARD FTSE EMERGING MARKETS 26,369 28,098
VANGUARD SF REIT ETF 23,794 25,388
VANGUARD TOTAL STOCK MARKET ET 18,959 41,443
VISA INC 3,063 4,741

TY 2024 InvestmentsOtherSchedule2
Name:
Posner-Wallace Foundation
EIN:
52-6037555
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BROWN ADV INV 2020 - SLP VI (T   42,131 56,668
BROWN ADV INV 2022 - SLP VII L   9,100  
BROWN ADV PRIVATE EQ PTNS VII   39,834 64,725
BROWN ADV PRIVATE INC PTNS I T   45,310 44,944
BROWN ADV PRVT EQ PTNS VIII QP   77,017 108,634
BROWN ADVISORY INVESTORS 2020-   30,034 40,812
BROWN ADVISORY PE PARTNERS 11   9,553 10,134
BROWN ADVISORY PRIVATE EQUITY   22,818 26,308
ENTERPRISE PRODUCTS PARTNERS L   8,775 31,360

TY 2024 OtherAssetsSchedule
Name:
Posner-Wallace Foundation
EIN:
52-6037555
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PRI - CAPITAL SISTERS INTL   5,000 5,000


TY 2024 OtherExpensesSchedule
Name:
Posner-Wallace Foundation
EIN:
52-6037555
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 22,979     22,979
Bank Charges 670 670    
Indemnification Insurance 687     687
K-1 Exp BROWN ADV INV 2020 - S 871 871    
K-1 Exp BROWN ADV INV 2022 - S 2,001 1,606    
K-1 Exp BROWN ADV PRIVATE EQ P 1,072 1,041    
K-1 Exp BROWN ADV PRIVATE INC 678 566    
K-1 Exp BROWN ADV PRVT EQ PTNS 2,739 2,349    
K-1 Exp BROWN ADVISORY INVESTO 2,393 1,192    
K-1 Exp BROWN ADVISORY PE PART 1,184 994    
K-1 Exp BROWN ADVISORY PRIVATE 1,241 1,078    
K-1 Exp ENTERPRISE PRODUCTS PA 4      
Postage/Delivery Service 240     240
Website Hosting/Support 200     200


TY 2024 OtherIncomeSchedule2
Name:
Posner-Wallace Foundation
EIN:
52-6037555
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 Inc/Loss BROWN ADV INV 2020 - SLP VI (TE) LLL 109 109  
K-1 Inc/Loss BROWN ADV INV 2022 - SLP VII LLLP 12 12  
K-1 Inc/Loss BROWN ADV PRIVATE EQ PTNS VII QP LLL -619 -474  
K-1 Inc/Loss BROWN ADV PRIVATE INC PTNS I TE LLLP 3,443 3,279  
K-1 Inc/Loss BROWN ADV PRVT EQ PTNS VIII QP LLLP 25 479  
K-1 Inc/Loss BROWN ADVISORY INVESTORS 2020- SL AL 321 176  
K-1 Inc/Loss BROWN ADVISORY PE PARTNERS 11 (Q) 141 271  
K-1 Inc/Loss BROWN ADVISORY PRIVATE EQUITY PTNS 1 21 54  
K-1 Inc/Loss ENTERPRISE PRODUCTS PARTNERS LP -744 -17  
Federal Tax Refund 150    
Interest Income from Notes 5,009 5,009  
Sec 751 Gain on Sale ENTERPRISE PRODUCTS PARTNERS 1,499    


TY 2024 OtherIncreasesSchedule
Name:
Posner-Wallace Foundation
EIN:
52-6037555
Description Amount
RETURNED GRANT 400


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TY 2024 OtherNotesLoansRcvblLongSch
Name:
Posner-Wallace Foundation
EIN:
52-6037555

Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
ROOT CAPITAL INC   125,000 125,000 2013-12 2026-12 INTEREST ANN; PRINCIPAL AT MATURITY 150 % NONE INVESTMENT CASH 0 CASH 0 CASH 0  
GLOBAL SUN PARTNERS   100,000 100,000 2010-11 2018-12 INTEREST QUART; PRINCIPAL AT MATURI 8 % NONE INVESTMENT CASH 0 CASH 0 CASH 0  
THE CONTACT FUND LLC   125,000 0 2018-10 2024-09 INTEREST ANN; PRINCIPAL AT MATURITY 250 % NONE INVESTMENT CASH 0 CASH 0 CASH 0  

TY 2024 OtherProfessionalFeesSchedule
Name:
Posner-Wallace Foundation
EIN:
52-6037555
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 19,378 19,378    


TY 2024 TaxesSchedule
Name:
Posner-Wallace Foundation
EIN:
52-6037555
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2024 4,000      
990-PF Extension for 2023 2,000      
Foreign Tax Paid 262 262    
State Income Tax 2023 500