Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
A to Z Impact 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

47-1982106
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$14,056,626J 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) 382,575
2 Check right arrow.............
3 Interest on savings and temporary cash investments 111,150 111,150  
4 Dividends and interest from securities... 22,630 22,630  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -145,467
b Gross sales price for all assets on line 6a 378,042
7 Capital gain net income (from Part IV, line 2)... 217,902
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
202,743 199,436 92,129
12 Total. Add lines 1 through 11........ 573,631 551,118 92,129
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages...... 370,000 28,500   341,500
15 Pension plans, employee benefits....... 94,374 5,796   88,578
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
57,614 8,492   49,122
17 Interest............... 15,730 15,730    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
17,500      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 32,098 3,149   28,950
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
260,129 212,882   46,857
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 847,445 274,549   555,007
25 Contributions, gifts, grants paid....... 207,580 207,580
26 Total expenses and disbursements. Add lines 24 and 25 1,055,025 274,549   762,587
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -481,394
b Net investment income (if negative, enter -0-) 276,569
c Adjusted net income (if negative, enter -0-)... 92,129
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 2,094,461 2,488,278 2,488,278
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 416,088 Click to see attachment
List of Attached Documents:
// Content
416,088 		397,766
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).......... 8,314,452 Click to see attachment
List of Attached Documents:
// Content
6,353,380 		7,174,172
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
3,006,431 		Click to see attachment
List of Attached Documents:
// Content
4,094,221 		Click to see attachment
List of Attached Documents:
// Content
3,996,410
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,831,432 13,351,967 14,056,626
Liabilities 17 Accounts payable and accrued expenses..........   1,929
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 1,929
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 13,831,432 13,350,038
29 Total net assets or fund balances (see instructions)..... 13,831,432 13,350,038
30 Total liabilities and net assets/fund balances (see instructions). 13,831,432 13,351,967
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
13,831,432
2
Enter amount from Part I, line 27a .....................
2
-481,394
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
13,350,038
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
13,350,038
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b Passthrough K1 Capital Gain/(Loss)      
c PRI - WM ZUMI LIMITED - 12% P 2022-02-24 2023-03-15
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 378,042   19,206 358,836
b       -15,934
c     125,000 -125,000
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       358,836
b        
c       -125,000
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 2 217,902
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 3,844
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 3,844
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 3,844
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 9,113
b Exempt foreign organizations—tax withheld at source...... 6b 0
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.............. 7 10,113
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 6,269
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow6,269 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? Click to see attachment
List of Attached Documents:
// Content
....................
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 changesClick to see attachment
List of Attached Documents:
// Content
....
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.Click to see attachment
List of Attached Documents:
// Content
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 arrowDE
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright 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 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Andrea Kaplan Dir, VP
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Jeffrey Kaplan Pres, Dir, Sec, Treas
20.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Michael Kaplan Dir
40.0 		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
ALEXANDER JOHN EVANGELIDES SEN. DIR OF INVEST
40.0 		190,000 25,954  
117 Main St
Seymour,CT06483
MICHAEL KAPLAN EXECUTIVE DIR
40.0 		180,000 39,316  
117 MAIN ST
SEYMOUR,CT06483
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
SS&C Technologies Inc admin. of fdn 56,614
PO Box 419731
Boston,MA022419731
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 NESST SELF PRI - TO LEND TO SOCIAL ENTERPRISES SUPPORTING JOB CREATION FOR VULNERABLE GROUPS IN SOUTH AFRICA 332,000
2 GGEM FARMING PRI - TO INCREASE THE INCOME OF SMALLHOLDER FARMERS IN MALAWI 250,000
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
1,358,717
Total. Add lines 1 through 3.........................right arrow1,940,717
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
389,584
b
Average of monthly cash balances.......................
1b
2,893,448
c
Fair market value of all other assets (see instructions)................
1c
7,142,932
d
Total (add lines 1a, b, and c).........................
1d
10,425,964
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
10,425,964
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
156,389
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
10,269,575
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
513,479
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
513,479
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
3,844
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,844
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
509,635
4
Recoveries of amounts treated as qualifying distributions................
4
650,000
5
Add lines 3 and 4............................
5
1,159,635
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
1,159,635
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
762,587
b
Program-related investments—total from Part VIII-B..................
1b
1,940,717
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
2,703,304
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,159,635
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 1,299,754
b From 2019......  
c From 2020...... 680,570
d From 2021...... 856,636
e From 2022...... 1,297,264
f Total of lines 3a through e ........ 4,134,224
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 2,703,304
a Applied to 2022, 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 2023 distributable amount..... 1,159,635
e Remaining amount distributed out of corpus 1,543,669
5 Excess distributions carryover applied to 2023.    
(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 5,677,893
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		1,299,754
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		4,378,139
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020.... 680,570
c Excess from 2021.... 856,636
d Excess from 2022.... 1,297,264
e Excess from 2023.... 1,543,669
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
Jeffrey Kaplan
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ABDUL SATTAR EDHI INTERNATIONAL FOUNDATION INC

45-11 NATIONAL ST
CORONA,NY11368 		N/A PC Flood Relief Campaign 1,000

ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI

300 BROADHOLLOW RD LL100
MELVILLE,NY11747 		N/A PC Charitable Event 500

AMERICAN HEART ASSOCIATION

426 17TH ST STE 300
OAKLAND,CA94612 		N/A PC Bay Area CA Heart Walk fund 150

ANN & ROBERT H LURIE CHILDRENS HOSPITAL OF CHICAGO

225 EAST CHICAGO AVE BOX 4
CHICAGO,IL60611 		N/A PC Charitable Event 600

CARLETON ULTIMATE FUND

913 4TH ST E
NORTHFIELD,MN55057 		N/A PC General & Unrestricted 1,170

CENTER FOR INDEPENDENT FUTURES

1015 DAVIS ST
EVANSTON,IL60201 		N/A PC Year End Appeal 2023 fund 300

CHILDRENS MEMORIAL HOSPITAL

225 EAST CHICAGO AVE BOX 4
CHICAGO,IL60611 		N/A PC General & Unrestricted 750

CROHNS AND COLITIS FOUNDATION OF AMERICA

3010 WESTCHESTER AVE
PURCHASE,NY10577 		N/A PC Charitable Event 500

FOUNDATION FOR NATIONAL PROGRESS

222 SUTTER ST STE 600
SAN FRANCISCO,CA94108 		N/A PC Mother Jones fund 500

GLOBALGIVING FOUNDATION INC

1 THOMAS CIR NW SUITE 800
WASHINGTON,DC20005 		N/A PC Israel-Palestine Crisis Relief Fund 300

GREATER CHICAGO FOOD DEPOSITORY

4100 W ANN LURIE PL
CHICAGO,IL60632 		N/A PC General & Unrestricted 450

HAWAII COMMUNITY FOUNDATION

827 FORT ST MALL
HONOLULU,HI96813 		N/A PC Maui Strong Fund 450

HOSPICE CARE NETWORK

99 SUNNYSIDE BLVD
WOODBURY,NY11797 		N/A PC Charitable Event 150

JACK H MARSTON II CANCER RESEARCH FUND A NOT FOR P

458 LONGFELLOW AVE
GLEN ELLYN,IL60137 		N/A PC Charitable Event 900

JOYEUX FOUNDATION US

599 LEXINGTON AVE
NEW YORK,NY10022 		N/A PC General & Unrestricted 7,000

LONG ISLAND COUNCIL OF CHURCHES

230 HANSE AVE
FREEPORT,NY11520 		N/A PC The Peoples February Food Drive fund 1,000

MANJUSHREE CHARITABLE SOCIETY

MANJUSHREE VIDYAPITH SCHOOl
LOHIT VALLEY ITTANAGAR,TAWANG790104
IN 		N/A PC General & Unrestricted 125,000

MILES FOR MIGRAINE

16 CILLEY HILL RD
JERICHO,VT05465 		N/A PC Charitable Event 300

MISERICORDIA FOUNDATION

6300 N RIDGE AVE
CHICAGO,IL60660 		N/A PC General & Unrestricted 600

MOORE FREE LIBRARY

PO BOX 208
NEWFANE,VT05345 		N/A PC General & Unrestricted 600

MTINDO FOUNDATION INC

641 ARMADILLO DR
DELTONA,FL32725 		N/A PC General & Unrestricted 3,000

MYRIAD USA INC

551 FIFTH AVE SUITE 2400
NEW YORK,NY10176 		N/A PC Faces Up Uganda fund 475

MYRIAD USA INC

551 FIFTH AVE SUITE 2400
NEW YORK,NY10176 		N/A PC American Friends fund for Kidzcan 10,500

MYRIAD USA INC

551 FIFTH AVE SUITE 2400
NEW YORK,NY10176 		N/A PC FOOP US Fund 5,250

MYRIAD USA INC

551 FIFTH AVE SUITE 2400
NEW YORK,NY10176 		N/A PC Libya Flood Response fund 300

MYRIAD USA INC

551 FIFTH AVE SUITE 2400
NEW YORK,NY10176 		N/A PC American Friends of the Rachel Swart Fund 10,500

NETWORK FOR GOOD INC

1140 CONNECTICUT AVE NW STE 700
WASHINGTON,DC20036 		N/A PC THE AKAA PROJECT 600

NETWORK FOR GOOD INC

1140 CONNECTICUT AVE NW STE 700
WASHINGTON,DC20036 		N/A PC SENIOR SOLUTIONS VERMONT fund 400

NORTHEAST ORGANIC FARMING ASSOCIATION OF VERMONT

14 PLEASANT ST
RICHMOND,VT05477 		N/A PC General & Unrestricted 1,200

OUR PLACE DROP-IN CENTER

4 ISLAND ST
BELLOWS FALLS,VT05101 		N/A PC General & Unrestricted 450

OUR PLACE OF NEW TRIER TOWNSHIP INC

370 CHESTNUT ST
WINNETKA,IL60093 		N/A PC General & Unrestricted 300

OUTRIGHT VERMONT

PO BOX 5235
BURLINGTON,VT05402 		N/A PC General & Unrestricted 375

PANCREATIC CANCER ACTION NETWORK INC

2101 ROSECRANS AVE STE 3200
EL SEGUNDO,CA90245 		N/A PC 50th Fundraiser 1,000

QUEENS COMMUNITY HOUSE INC

10825 62ND DR
FOREST HILLS,NY11375 		N/A PC Charitable Event 500

ROLE MODEL MOVEMENT INC NFP

47 W POLK ST STE 100
CHICAGO,IL60605 		N/A PC My Block My Hood My City fund 450

SAFE PASSAGE INC

76 CARLON DR
NORTHAMPTON,MA01060 		N/A PC Charitable Event 180

SCHOOL NEWS NATIONWIDE INC

490 E 28TH ST
BROOKLYN,NY11226 		N/A PC Tour for Tolerance fund 375

THE GABRIEL FOUNDATION

656 QUARRY RD
LITITZ,PA17543 		N/A PC Rays of Hope Malawi fund 2,500

THE MARION AND AARON GURAL JCC INC

207 GROVE AVE
CEDARHURST,NY11516 		N/A PC Sensory Gym fund 450

THE MARION AND AARON GURAL JCC INC

207 GROVE AVE
CEDARHURST,NY11516 		N/A PC Charitable Event 1,000

THE WATER TRUST INC

PO BOX 4668 75942
NEW YORK,NY10163 		N/A PC General & Unrestricted 25,000

TRANSLIFELINE

548 MARKET ST PMB 15337
SAN FRANCISCO,CA94104 		N/A PC General & Unrestricted 375

WNET

825 8TH AVENUE
NEW YORK,NY10019 		N/A PC General & Unrestricted 180
Total .................................right arrow 3a 207,580
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 111,150  
4 Dividends and interest from securities ....     14 22,630  
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 -145,467  
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 -13,165 14 106,019  
bFederal Tax Refund     01 16,472  
cEQUALIZATION INTEREST     01 1,288  
dINTEREST INCOME FROM PRIS         92,129
e
12 Subtotal. Add columns (b), (d), and (e) .. -13,165 112,092 92,129
13Total. Add line 12, columns (b), (d), and (e)..................
13
191,056
(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.)
11 INTEREST INCOME FROM PROGRAM RELATED INVESTMENT, BRIDGES TO PROSPERITY - SEE PART VIII-B FOR A DESCRIPTION OF THIS PROGRAM-RELATED INVESTMENT
11 INTEREST INCOME FROM PROGRAM RELATED INVESTMENT, COMMUNITY INVESTMENT 5YR - TO ADDRESS THE SOCIAL AND EcONOMIC HEALTH NEEDS OF THE DISADVANTAGED BRIDGE FINANCING WHILE WAITING FOR COMMITTED FUNDING
11 INTEREST INCOME FROM PROGRAM RELATED INVESTMENT, GGEM FARMING - SEE PART VIII-B FOR A DESCRIPTION OF THIS PROGRAM-RELATED INVESTMENT
11 INTEREST INCOME FROM PROGRAM RELATED INVESTMENT, MDAAS GLOBAL CORP - TO PROVIDE SUBSTANTIAL QUALITY OF LIFE IMPROVEMENTS TO LOW-INCOME INDIVIDUALS IN NIGERIA
11 INTEREST INCOME FROM PROGRAM RELATED INVESTMENT, MYAGRO - SEE PART VIII-B FOR A DESCRIPTION OF THIS PROGRAM-RELATED INVESTMENT
11 INTEREST INCOME FROM PROGRAM RELATED INVESTMENT, NESST SELF - SEE PART VIII-B FOR A DESCRIPTION OF THIS PROGRAM-RELATED INVESTMENT
11 INTEREST INCOME FROM PROGRAM RELATED INVESTMENT, ONE ACRE FUND - TO PROVIDE FARM FAMILES WITH TOOLS AND FINANCING TO GROW HEIR WAY OUT OF HUNGER AND POVERTY BY OFFERING BASIC AGRICULTURAL TRAINING IN SUB-SAHARAN AFRICA
11 INTEREST INCOME FROM PROGRAM RELATED INVESTMENT, OPEN ROAD IMPACT FUND 2% - TO PROVIDE FINANCIAL PRODUCTS & SERVICES TO SOCIAL ENTERPRISES AND NON-PROFITS WHO REQUIRE SHORT-TERM BRIDGE FINANCING WHILE WAITING FOR COMMITED FUNDS
11 INTEREST INCOME FROM PROGRAM RELATED INVESTMENT, OPEN ROAD IMPACT FUND 4% - TO PROVIDE FINANCIAL PRODUCTS AND SERVICES TO ESTABLISHED SOCIAL ENTERPRISES AND NON-PROFITS, DOMESTICALLY AND INTERNATIONALLY, WHO REQUIRE SHORT-TERM BRIDGE FINANCING WHILE WAITING FOR COMMITTED FUNDING
11 INTEREST INCOME FROM PROGRAM RELATED INVESTMENT, WEST AFRICA BRIGHT FUTURE - TO ACHIEVE SIGNIFICANT SOCIAL RETURNS BY HELPING TO CLOSE THE GENDER GAP
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
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 SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


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

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
A to Z Impact Foundation
 
Employer identification number

47-1982106
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
A to Z Impact Foundation
  		Employer identification number
47-1982106
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
Kaplan Jeffrey
117 MAIN ST
 
SEYMOUR, CT06483

$ 382,575


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
A to Z Impact Foundation
  		Employer identification number

47-1982106
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 TESLA MOTORS INC TSLA, 1500 sh. $ 382,575 2023-12-18
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
A to Z Impact Foundation
  		Employer identification number

47-1982106
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AllOthProgRltdInvestmentsSch
Name:
A to Z Impact Foundation
EIN:
47-1982106
Category Amount
RH CAPITAL FUND II PRI-TO ACCELERATE INNOVATION&AVAILABILITY OF REPRODUCTIVE HEALTH SOLUTIONS FOR WOMEN IN UNDERSERVED COMMUNITIES, WOMEN OF COLOR, MEDICAID PATIENTS & LOW INCOME 115,000
WWB CAPITAL PARTNERS PRI - TO ADVANCE FINANCIAL INCLUSION FOR LOW-INCOME WOMEN GLOBALLY 73,888
BRIDGES TO PROSPERITY PRI - TO PROVIDE SUBSTANTIAL QUALITY OF LIFE IMPROVEMENTS TO LOW-INCOME INDIVIDUALS IN RURAL COMMUNITIES 100,000
COLLAB FUND PRI - TO PROVIDE ACCESS TO CAPITAL TO UNDERRESSOURCED & UNDERNETWORKED BLACK BUSINESS OWNERS WITH RESPECT TO VENTURE CAPITAL & GROWTH OPPORTUNITIES IN USA 82,500
GLOBAL PTN/ELEOS SOCAL VENTURE PRI - TO EXPAND OPPORTUNITY FOR PEOPLE LIVING IN POVERTY 26,620
KWANZA TUKULE PRI - TO IMPROVE ACCESSIBILITY & AFFORDABILITY OF FOOD TO LOW-INCOME AREAS IN KENYA,AND TO INCREASE INCOMES OF THOSE MICROENTREPRENEURS WHO SUPPLY SAID FOOD 50,000
DEARFIELD BLACK WEALTH PRI - TO SUPPORT FIRST TIME BLACK HOME BUYERS IN THE DENVER METRO AREA 183,860
MSQUARED NYC AFFORDABLE FUND PRI - TO CATALYZE THE DEVELOP., PRESERVATION AND REHABILITATION OF AFFORDABLE HOUSING IN THE FIVE BOROUGHS OF NEW YORK CITY 67,385
BLULEVER EDUCATION PRI - TO PROVIDE SUBSTANTIAL IMPROVEMENTS TO THE LIVELIHOODS OF UNDERSERVED POPULATIONS IN SOUTH AFRICA 148,924
MYAGRO PRI - TO SUPPORT LOW INCOME, SMALLHOLDER FARMERS IN MALI AND SENGAL 200,000
RASHAK FARMS AND AGRO PRI - TO CREATE EMPLOYMENT OPPORTUNITIES AND IMPROVE THE LIVELIHOODS OF SMALLHOLDER FARMERS 250,000
RAVEN II INTERNATIONAL PRI - TO HELP REVITALIZE THE INDIGENOUS ECONOMY THROUGH INVESTING IN INDIGENOUS ENTERPRISES 60,540

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TY 2023 DepreciationSchedule
Name:
A to Z Impact Foundation
EIN:
47-1982106
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

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TY 2023 ExpenditureResponsibilityStmt
Name:
A to Z Impact Foundation
EIN:
47-1982106
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
RH CAPITAL FUND II LP
  		47 KEARNY STREET
SAN FRANCISCO,CA94108 		2021-02-09 290,000 PRI INVEST-SEE GEN EXP FOR PURPOSE & ADDTL DATES & DETAILS RE AMT EXPENDED & LACK OF DIVERSION   NO SEE GENERAL EXPLANATION   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
COLLAB FUND I LLC
  		384 NORTHYARDS BLVD NW
ATLANTA,GA30313 		2021-03-25 382,167 PRI INVEST-SEE GEN EXP FOR PURPOSE & ADDTL DATES & DETAILS RE AMT EXPENDED & LACK OF DIVERSION   NO SEE GENERAL EXPLANATION   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
OPEN ROAD IMPACT FUND LLC
  		301 COMMERCE STREET SUITE 301
FORT WORTH,TX76102 		2021-11-09 150,000 PRI LOAN-SEE GENERAL EXPLANATION FOR PURPOSE & ADDTL DETAILS RE AMT EXPENDED & LACK OF DIVERSION   NO SEE GENERAL EXPLANATION   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
OPEN ROAD IMPACT FUND LLC
  		301 COMMERCE STREET SUITE 301
FORT WORTH,TX76102 		2021-11-09 350,000 PRI LOAN-SEE GENERAL EXPLANATION FOR PURPOSE & ADDTL DETAILS RE AMT EXPENDED & LACK OF DIVERSION   NO SEE GENERAL EXPLANATION   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
WWB CAPITAL PARTNERS II LP
  		122 EAST 42ND ST 42ND FL
NEW YORK,NY10168 		2022-04-07 505,510 PRI INVEST-SEE GEN EXP FOR PURPOSE & ADDTL DATES & DETAILS RE AMT EXPENDED & LACK OF DIVERSION   NO SEE GENERAL EXPLANATION   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
WM ZUMI LIMITED
  		7TH FL MUTHANGARI DR POBOX 60141
NAIROBI   00200
KE 		2022-02-24 125,000 PRI INVEST-SEE GEN EXP FOR PURPOSE & ADDTL DATES & DETAILS RE AMT EXPENDED & LACK OF DIVERSION   NO SEE GENERAL EXPLANATION   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
KWANZA TUKULE FOOD LTD
  		WAREHSE 11 LUNGA LUNGA RD
NAIROBI    
KE 		2022-02-23 250,000 PRI LOAN-SEE GENERAL EXPLANATION FOR PURPOSE & ADDTL DETAILS RE AMT EXPENDED & LACK OF DIVERSION   NO SEE GENERAL EXPLANATION   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
MDAAS GLOBAL CORP
  		1 VALLEY ROAD
DOVER,MA02030 		2022-10-28 97,250 PRI LOAN-SEE GENERAL EXPLANATION FOR PURPOSE & ADDTL DETAILS RE AMT EXPENDED & LACK OF DIVERSION   NO SEE GENERAL EXPLANATION   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
WEST AFRICA BRIGHT FUTURE FUND CV
  		GROTE MARKTSTRAAT 43B
THE HAGUE   2511BH
NL 		2022-12-13 350,000 PRI LOAN-SEE GENERAL EXPLANATION FOR PURPOSE & ADDTL DETAILS RE AMT EXPENDED & LACK OF DIVERSION   NO SEE GENERAL EXPLANATION   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
GGEM FARMING LIMITED
  		Nkhotakota PO Box 185
Linga    
MI 		2023-05-01 250,000 PRI LOAN-SEE GENERAL EXPLANATION FOR PURPOSE & ADDTL DETAILS RE AMT EXPENDED & LACK OF DIVERSION   NO SEE GENERAL EXPLANATION   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
BLULEVER EDUCATION PTY LTD
  		68 Juta Street Braamfontein
Johannesburg   2001
SF 		2023-06-27 148,924 PRI LOAN-SEE GENERAL EXPLANATION FOR PURPOSE & ADDTL DETAILS RE AMT EXPENDED & LACK OF DIVERSION   NO SEE GENERAL EXPLANATION   NONE NECESSARY
MSQUARED NYC AFFORDABLE FUND I LP
  		40 Fulton Street Suite 1404
NEW YORK,NY10038 		2023-12-18 67,385 PRI INVEST-SEE GENERAL EXPLANATION FOR PURPOSE & ADDTL DETAILS RE AMT EXPENDED & LACK OF DIVERSION   NO SEE GENERAL EXPLANATION   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
RASHAK FARMS & AGRO ALLIED LIMITED
  		Aba Keji di Ayunre Oluyole
Ibadan,Oyo  
NI 		2023-12-11 250,000 PRI INVEST-SEE GENERAL EXPLANATION FOR PURPOSE & ADDTL DETAILS RE AMT EXPENDED & LACK OF DIVERSION   NO SEE GENERAL EXPLANATION   NONE NECESSARY
RAVEN INDIGENOUS II GP INC
  		304 - 134 Abbott Street
Vancouver,British ColumbiaV6B 2K4
CA 		2023-02-01 60,540 PRI INVEST-SEE GEN EXP FOR PURPOSE & ADDTL DATES & DETAILS RE AMT EXPENDED & LACK OF DIVERSION   NO SEE GENERAL EXPLANATION   NONE NECESSARY
THE DEARFIELD FUND FOR BLACK WEALTH PB
  		1705 17th Street Suite 200
Denver,CO80202 		2023-12-08 183,860 PRI INVEST-SEE GENERAL EXPLANATION FOR PURPOSE & ADDTL DETAILS RE AMT EXPENDED & LACK OF DIVERSION   NO SEE GENERAL EXPLANATION   NONE NECESSARY

TY 2023 GeneralExplanationAttachment
Name:
A to Z Impact Foundation
EIN:
47-1982106
Identifier Return Reference Explanation
FORMs 8865 FORMs 8865 The Foundation has prepared thESE formS to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting 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.
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 2023 InvestmentsCorpStockSchedule
Name:
A to Z Impact Foundation
EIN:
47-1982106
Name of Stock End of Year Book Value End of Year Fair Market Value
MAINSTAY SHORT DURATION HIGH Y 416,088 397,766

TY 2023 InvestmentsOtherSchedule2
Name:
A to Z Impact Foundation
EIN:
47-1982106
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
CONTEXT PARTNERS OFFSHORE, L.P   500,000 1,049,472
DEERFIELD PARTNERS, L.P   3,487,881 2,807,758
ELEVAR EQUITY IV, L.P   342,529 1,079,811
ELEVAR INDIA V, L.P   149,248 190,412
ILLUMEN CAPITAL LP   272,607 331,591
IMPACT VENTURES IV, LP   219,233 247,140
KAPOR CAPITAL III, L.P   235,053 206,655
LENDABLE MSME FINTECH CREDIT F   669,554 750,000
SPRING B FUND I, LP   138,561 139,708
VENTURES PLATFORM IV LP   219,041 267,966
MSQUARED1   119,673 103,659

TY 2023 OtherAssetsSchedule
Name:
A to Z Impact Foundation
EIN:
47-1982106
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PRI -DEARFIELD BLACK WEALTH-2%   173,337 140,657
PRI - MSQUARED NYC AFFORDABLE   64,709 64,153
PRI - BLULEVER EDUCATION - 3.5   148,924 148,924
PRI - COLLAB FUND I, LLC - 0%   370,305 317,350
PRI - COMMUNITY INVESTMENT NOT   250,000 250,000
PRI - GGEM FARMING - 5% - 04/3   250,000 250,000
PRI - GLOBAL PTN/ELEOS SOCIAL   107,389 107,389
PRI - KWANZA TUKULE FOODS LIMI   250,000 250,000
PRI - MDAAS GLOBAL CORP - 9.45   97,250 100,000
PRI - MYAGRO - 7.3% - 11/28/20   200,000 200,000
PRI - NESST SELF LLC - 5% - 09   500,000 500,000
PRI - ONE ACRE FUND - 2% - 05/   135,000 135,000
PRI - OPEN ROAD IMPACT FUND LL   150,000 150,000
PRI - OPEN ROAD IMPACT FUND SU   350,000 350,000
PRI - RH CAPITAL FUND II, L.P.   275,170 224,346
PRI - WWB CAPITAL PARTNERS II,   472,620 555,841
PRI - RASHAK FARMS AND AGRO-5%   250,000 200,500
PRI - RAVENIIF2 - 12/21/2024   49,517 52,250


TY 2023 OtherExpensesSchedule
Name:
A to Z Impact Foundation
EIN:
47-1982106
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 22,000     22,000
Bank Charges 1,735 1,735    
Cell Phone Expense 2,575 186   2,389
Computers/Electronic Devices 3,269 230   3,039
Digital Subscriptions 961     961
Foundation Dues & Memberships 149 7   142
K-1 EXP PRI-DEARFIELD BLACK WE 120      
K-1 Exp DEERFIELD PARTNERS, L. 4,845 4,844    
K-1 EXP ELEVAR EQUITY IV, L.P 9,176 9,175    
K-1 Exp ELEVAR INDIA V, L.P 11,989 11,989    
K-1 Exp ILLUMEN CAPITAL LP 16,989 16,781    
K-1 Exp IMPACT VENTURES IV, LP 10,960 10,960    
K-1 EXP KAPOR CAPITAL III, L.P 55,231 55,231    
K-1 EXP PRI-MSQUARED NYC AFFOR 7,837 7,837    
K-1 Exp PRI - COLLAB FUND I, L 11,773 11,773    
K-1 Exp PRI - RH CAPITAL FUND 16,058 16,058    
K-1 Exp PRI - WWB CAPITAL PART 27,013 27,013    
K-1 EXP PRI-RAVENIIF2 - 12/21 11,100 11,100    
K-1 Exp SPRING B FUND I, LP 12,970 12,910    
K-1 Exp VENTURES PLATFORM IV L 15,046 15,046    
Office Supplies 235 7   228
Payroll Processing Fees 3,157     3,157
State or Local Filing Fees 25     25
Temp Help 14,179     14,179
Website Hosting/Support 737     737


TY 2023 OtherIncomeSchedule2
Name:
A to Z Impact Foundation
EIN:
47-1982106
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 Inc/Loss PRI-DEARFIELD BLACK WEALTH -10,403 612  
K-1 Inc/Loss DEERFIELD PARTNERS, L.P 90,983 93,133  
K-1 Inc/Loss ELEVAR EQUITY IV, L.P 250 250  
K-1 Inc/Loss ELEVAR INDIA V, L.P 2,492 2,492  
K-1 Inc/Loss ILLUMEN CAPITAL LP 702 702  
K-1 Inc/Loss IMPACT VENTURES IV, LP 131 131  
K-1 Inc/Loss KAPOR CAPITAL III, L.P 456 456  
K-1 Inc/Loss MSQUARED NYC AFFORDABLE FUN 5,161 5,161  
K-1 Inc/Loss PRI - COLLAB FUND I, LLC - 0% - 03/2 890 890  
K-1 Inc/Loss PRI - RH CAPITAL FUND II, L.P. - 0% 1,228 1,228  
K-1 Inc/Loss PRI-RAVENIIF2 - 12/21/2024 77 77  
K-1 Inc/Loss SPRING B FUND I, LP 896 896  
K-1 Inc/Loss VENTURES PLATFORM IV LP -9 -9  
Federal Tax Refund 16,472    
Interest Income from pris 92,129 92,129 92,129
EQUALIZATION INTEREST 1,288 1,288  


TY 2023 OtherProfessionalFeesSchedule
Name:
A to Z Impact Foundation
EIN:
47-1982106
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administration of Foundation 56,614 8,492   48,122
Philanthropic Consulting Srvcs 1,000     1,000


TY 2023 TaxesSchedule
Name:
A to Z Impact Foundation
EIN:
47-1982106
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2023 7,400      
990-PF Extension for 2022 10,100