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
Eliasberg Family Foundation Inc
 
Number and street (or P.O. box number if mail is not delivered to street address)601 Heritage Drive STE 127
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Jupiter, FL33458
A Employer identification number

52-1199165
B Telephone number (see instructions)

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$13,257,129
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 12,007 12,007  
4 Dividends and interest from securities... 238,517 238,517  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 745,525
b Gross sales price for all assets on line 6a 2,321,329
7 Capital gain net income (from Part IV, line 2)... 745,525
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).......      
12 Total. Add lines 1 through 11........ 996,049 996,049  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 137     137
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 84,524 84,524    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 11,188 488    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 72,088     72,088
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 167,937 85,012   72,225
25 Contributions, gifts, grants paid....... 559,200 559,200
26 Total expenses and disbursements. Add lines 24 and 25 727,137 85,012   631,425
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 268,912
b Net investment income (if negative, enter -0-) 911,037
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 8,823 23,810 23,810
2 Savings and temporary cash investments......... 1,765,972 1,720,389 1,735,254
3 Accounts receivable right arrow13,281
Less: allowance for doubtful accounts right arrow     13,281 13,281
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) 1,178,274 988,022 996,112
b Investments—corporate stock (attach schedule)....... 5,550,052 Click to see attachment
List of Attached Documents:
// Content
6,021,896
10,488,672
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)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,503,121 8,767,398 13,257,129
Liabilities 17 Accounts payable and accrued expenses.......... 4,635  
18 Grants payable.................    
19 Deferred revenue................. 10,000 125,000
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)......... 14,635 125,000
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........ 13,086,847 13,602,372
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds -4,598,361 -4,959,974
29 Total net assets or fund balances (see instructions)..... 8,488,486 8,642,398
30 Total liabilities and net assets/fund balances (see instructions). 8,503,121 8,767,398
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
8,488,486
2
Enter amount from Part I, line 27a .....................
2
268,912
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
8,757,398
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
115,000
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,642,398
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 Atlassian Corporation P 2024-04-26 2024-12-05
b Heico Corporation P 2023-09-26 2024-08-02
c Intuitive Surgical Inc. P 2023-10-27 2024-07-24
d Intuitive Surgical Inc. P 2023-10-27 2024-10-22
e Kinsale Capital Group Inc. P 2023-12-14 2024-02-16
Markel Corporation P 2024-01-02 2024-08-14
Markel Corporation P 2024-01-03 2024-08-14
Markel Corporation P 2024-01-02 2024-12-26
Sprout Social Inc. P 2023-08-04 2024-05-08
Veralto Corp. P 2023-10-04 2024-07-26
Veralto Corp. P 2023-10-04 2024-08-29
Veralto Corp. P 2023-10-06 2024-08-29
Waste Connections Inc. P 2023-08-04 2024-03-26
Workovia Inc. P 2024-02-16 2024-06-20
Amazon.com Inc. P 2021-07-30 2024-05-03
Amazon.com Inc. P 2022-04-29 2024-05-03
Amazon.com P 2022-05-06 2024-05-03
Amazon.com P 2022-12-01 2024-05-03
CBRE Group P 2016-01-04 2024-07-12
CBRE Group P 2017-04-04 2024-07-12
CBRE Group P 2016-10-04 2024-07-25
CBRE Group P 2016-10-04 2024-10-31
Carmax Inc. P 2015-05-26 2024-07-17
Carmax Inc. P 2015-11-18 2024-07-17
Carmax Inc. P 2016-04-13 2024-07-17
Carmax Inc. P 2017-04-05 2024-07-17
Carmax Inc. P 2022-03-07 2024-07-17
Cisco Systems Inc. P 2016-07-26 2024-03-18
Cisco Systems Inc. P 2021-04-21 2024-03-18
Crowdstrike Holdings P 2020-10-22 2024-07-15
Crowdstrike Holdings P 2023-03-14 2024-07-15
Ecolab Inc. P 2014-12-11 2024-04-26
Fastenal Co. P 2017-07-12 2024-01-25
Fastenal Co. P 2017-07-12 2024-03-28
Guidewire Software Inc. P 2020-10-16 2024-08-15
Guidewire Software Inc. P 2020-10-16 2024-09-16
Guidewire Software Inc. P 2020-10-16 2024-10-08
Guidewire Software Inc. P 2022-05-13 2024-10-08
Illumina Inc. P 2016-01-20 2024-02-14
Illumina Inc. P 2016-06-24 2024-02-14
Illumina Inc. P 2016-10-11 2024-02-14
Illumina Inc. P 2017-04-26 2024-02-14
Illumina Inc. P 2019-08-12 2024-02-14
Illumina Inc. P 2020-02-28 2024-02-14
Intuitive Surgical Inc. P 2013-12-26 2024-10-22
Markel Corporation P 2008-09-03 2024-12-26
Markel Corporation P 2009-04-23 2024-12-26
SP Global Inc. P 2015-04-23 2024-07-31
Siteone Landscape Supply Inc P 2022-11-18 2024-11-05
Siteone Landscape Supply Inc P 2023-01-10 2024-11-05
Siteone Landscape Supply Inc P 2023-10-27 2024-11-05
Sprout Social Inc. P 2021-11-26 2024-05-03
Sprout Social Inc. P 2023-04-13 2024-05-03
Sprout Social Inc. P 2023-04-13 2024-05-08
US Treasury Note 1/15/24 P 2022-07-20 2024-01-15
US Treasury Note 6/30/24 P 2022-07-20 2024-06-30
Veralto Corp. P 2023-04-25 2024-07-26
Vulcan Materials Co. P 2022-11-18 2024-03-26
Vulcan Materials Co. P 2023-03-13 2024-03-26
Vulcan Materials Co. P 2023-03-13 2024-04-26
Waste Connections Inc P 2023-03-01 2024-03-26
Willscott Mobil Mini Holdings P 2021-10-18 2024-10-25
Willscott Mobil Mini Holdings P 2023-08-30 2024-10-25
Willscott Mobil Mini Holdings P 2021-10-06 2024-10-29
Willscott Mobil Mini Holdings P 2021-10-18 2024-10-29
Willscott Mobil Mini Holdings P 2021-10-06 2024-11-05
Workiva Inc. P 2021-02-18 2024-06-20
Workiva Inc. P 2022-01-19 2024-06-20
(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 37,016   23,730 13,286
b 56,779   39,254 17,525
c 54,798   31,034 23,764
d 13,405   6,724 6,681
e 27,270   17,842 9,428
21,419   20,004 1,415
30,599   28,600 1,999
36,803   30,006 6,797
18,306   33,242 -14,936
52,776   39,716 13,060
6,143   4,360 1,783
32,950   22,259 10,691
29,473   24,747 4,726
26,364   35,157 -8,793
40,917   36,846 4,071
18,599   12,827 5,772
52,077   32,551 19,526
186   97 89
59,258   17,269 41,989
5,585   1,936 3,649
38,854   9,765 29,089
48,132   10,096 38,036
45,716   31,361 14,355
32,002   21,666 10,336
7,481   4,860 2,621
14,463   10,015 4,448
10,224   12,612 -2,388
147,774   93,535 54,239
24,629   25,810 -1,181
51,411   18,709 32,702
20,035   6,603 13,432
49,096   23,356 25,740
122,620   37,272 85,348
39,625   10,805 28,820
43,960   31,451 12,509
36,044   22,058 13,986
5,325   3,061 2,264
36,909   16,125 20,784
20,361   23,830 -3,469
34,964   34,721 243
21,624   21,366 258
2,106   2,719 -613
8,706   18,010 -9,304
28,926   52,981 -24,055
55,683   4,489 51,194
5,258   1,103 4,155
87,626   13,973 73,653
152,515   33,049 119,466
7,535   6,100 1,435
2,660   2,309 351
43,587   39,251 4,336
11,763   40,145 -28,382
16,656   26,720 -10,064
1,967   3,899 -1,932
100,000   100,000  
100,000   100,000  
3,792   2,969 823
27,616   18,013 9,603
10,664   6,553 4,111
37,292   24,196 13,096
8,007   6,324 1,683
4,086   3,384 702
29,150   30,579 -1,429
7,097   5,701 1,396
30,740   25,508 5,232
31,969   26,806 5,163
27,207   42,799 -15,592
6,749   10,946 -4,197
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       13,286
b       17,525
c       23,764
d       6,681
e       9,428
      1,415
      1,999
      6,797
      -14,936
      13,060
      1,783
      10,691
      4,726
      -8,793
      4,071
      5,772
      19,526
      89
      41,989
      3,649
      29,089
      38,036
      14,355
      10,336
      2,621
      4,448
      -2,388
      54,239
      -1,181
      32,702
      13,432
      25,740
      85,348
      28,820
      12,509
      13,986
      2,264
      20,784
      -3,469
      243
      258
      -613
      -9,304
      -24,055
      51,194
      4,155
      73,653
      119,466
      1,435
      351
      4,336
      -28,382
      -10,064
      -1,932
       
       
      823
      9,603
      4,111
      13,096
      1,683
      702
      -1,429
      1,396
      5,232
      5,163
      -15,592
      -4,197
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 2 745,525
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 87,426
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 12,663
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 12,663
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 12,663
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 12,727
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid with the Original Return: 12727 7 12,727
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 64
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow64 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
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 arrowFL
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 arrowIlona B Winter Telephone no.right arrow (443) 797-7797

Located atright arrow601 Heritage Drive Suite 127JupiterFL ZIP+4right arrow33458
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Richard A Eliasberg President/Chairman/Trustee
030.00
0    
601 Heritage Drive Suite 127
Jupiter,FL33458
H Voss Eliasberg Vice-President
002.00
0    
601 Heritage Drive Suite 127
Jupiter,FL33458
Gail E Redtman Secretary/Trustee
125.00
0    
601 Heritage Drive Suite 127
Jupiter,FL33458
Ilona B Winter Treasurer
056.00
0    
601 Heritage Drive Suite 127
Jupiter,FL33458
Ann Betten Trustee
010.00
0    
11520 Woodland Drive
Lutherville,MD21093
Benjamin Greenwald Trustee/vice Chairman
010.00
0    
300 E Lombard Street Suite 630
Baltimore,MD21202
Douglas Hoffberger Trustee
010.00
0    
6241 Falls Road Suite 201
Baltimore,MD21209
Robert Keehn Trustee
010.00
0    
5 Tall Tree Court
Baltimore,MD21208
Claire Eliasberg Trustee
010.00
0    
408 E 79th Street Apt 16A
New York,NY10075
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right 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 N/A 0
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 N/A  
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
13,136,289
b
Average of monthly cash balances.......................
1b
69,578
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
13,205,867
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
 
3
Subtract line 2 from line 1d.........................
3
13,205,867
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
198,088
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
13,007,779
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
650,389
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
650,389
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
12,663
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
12,663
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
637,726
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
637,726
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
637,726
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 Click to see attachment
List of Attached Documents:
// Content
..........
1a
631,425
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
631,425
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 7 637,726
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......  
b From 2020...... 16,594
c From 2021......  
d From 2022...... 21,656
e From 2023......  
f Total of lines 3a through e ........ 38,250
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 631,425
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..... 631,425
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024. 6,301 6,301
(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 31,949
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) ...
 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
31,949
10 Analysis of line 9:
a Excess from 2020.... 10,293
b Excess from 2021....  
c Excess from 2022.... 21,656
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
Gail E Redtman
601 Heritage Drive Suite 127
Jupiter,FL33458
(410) 487-2692
bThe form in which applications should be submitted and information and materials they should include:
Applications from individuals are not accepted.
cAny submission deadlines:
Applications are accepted anytime from charitable organizations. Notice of rejection or request for
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Preference is given to Maryland charitable organizations. Contributions are for charitable purposes to qualified organizations.
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

Admirals Cove Foundation

200 Admirals Cove Blvd
Jupiter,FL334774046
    General Purposes 18,000

American Friends of Magen David Adom

114 San Maria Way
Palm Beach Gardens,FL33418
    General Purposes 2,500

American Friends of The Ocean Cleanup

Dept LA 24875
Pasadena,CA911854875
    General Purposes 1,000

American Heart Association

217 E Redwood Street
Baltimore,MD21202
    General Purposes 5,000

American Technion Society

55 East 59th Street
New York,NY10022
    General Purposes 25,000

Anti-Defamation League

605 Third Avenue
New York,NY101583560
    General Purposes 5,000

Associated Jewish Federation of Baltimore

101 West Mount Royal Ave
Baltimore,MD212015708
    General Purposes 81,750

Baltimore City College Alumni Association

PO Box 21494
Baltimore,MD212821494
    General Purposes 1,000

Baltimore Community Foundation

11 E Mount Royal Ave
Baltimore,MD21202
    General Purposes 2,000

Baltimore Museum of Art The

101 Art Museum Drive
Baltimore,MD21218
    General Purposes 1,200

Baltimore Symphony Orchestra

1212 Cathedral Street
Baltimore,MD21201
    General Purposes 1,000

Bascom Palmer Eye Institute

PO Box 016880
Miami,FL331016880
    General Purposes 1,000

Bush Wildlife Sanctuary

2500 Jupiter Park Drive
Jupiter,FL33458
    General Purposes 8,500

Johns Hopkins Bloomberg School of Public Health

615 N Wolfe Street E2132
Baltimore,MD212052179
    General Purposes 25,000

Chesapeake Bay Foundation

6 Herndon Ave
Annapolis,MD21403
    General Purposes 30,000

Dyslexia Tutoring Program

711 W 40th Street Suite 310
Baltimore,MD21211
    General Purposes 10,000

Elon College

2600 Campus Box
Elon,NC27244
    General Purposes 1,000

Flagler Museum

One Whitehall Way
Palm Beach,FL33480
    General Purposes 10,000

Friends of Fort McHenry

2400 East Fort Avenue
Baltimore,MD21230
    General Purposes 3,000

Georges Pond Association

PO Box 30
Franklin,ME04634
    General Purposes 2,500

Gil Sandler Fund The

5614 Enderly Road
Baltimore,MD21212
    General Purposes 500

Gilchrist Center Baltimore

11311 McCormick Road Suite 350
Baltimore,MD21031
    General Purposes 2,500

Har Sinai - Oheb Shalom Congregation

7310 Park Heights Ave
Baltimore,MD21208
    General Purposes 5,000

HopeWell Cancer Support

PO Box 755
Brooklandville,MD21022
    General Purposes 1,000

House of Ruth Maryland

2201 Argonne Drive
Baltimore,MD212181627
    General Purposes 3,000

Independent College Fund of Maryland

140 South Street
Annapolis,MD21401
    General Purposes 5,000

Institute for Islamic Christian and Jewish Studies

956 Dulaney Valley Road
Baltimore,MD21204
    General Purposes 2,000

Jewish Adoption and Family Care Options

4200 N University Drive
Sunrise,FL33351
    General Purposes 1,000

Jewish Federation of Palm Beach County

1 Harvard Circle Suite 100
West Palm Beach,FL33409
    General Purposes 30,000

Jewish Museum of Maryland

15 Lloyd Street
Baltimore,MD21202
    General Purposes 5,000

Johns Hopkins Medicine Department of Psychiatry

550 N Broadway Suite 914
Baltimore,MD21205
    General Purposes 500

Jupiter Medical Center Foundation

1210 South Old Dixie Highway
Jupiter,FL33458
    General Purposes 20,000

Loggerhead Marinelife Center

14200 US Highway One
Juno Beach,FL33408
    General Purposes 13,000

Ludwig Center Johns Hopkins Medicine

750 E Pratt Street Suite 1700
Baltimore,MD21202
    General Purposes 25,000

Maltz Jupiter Theatre

1001 East Indiantown Road
Jupiter,FL33477
    General Purposes 5,000

Maryland Center for History and Culture

610 Park Avenue
Baltimore,MD21201
    General Purposes 1,000

Maryland Food Bank

PO Box 17379
Baltimore,MD212971379
    General Purposes 200

Maryland Institute College of Art

1300 Mount Royal Avenue
Baltimore,MD21217
    General Purposes 1,000

Maryland Public Television

11767 Owings Mills Blvd
Owings Mills,MD21117
    General Purposes 500

Maryland Science Center

601 Light Street
Baltimore,MD21230
    General Purposes 5,200

Michael J Fox Foundation

PO Box 4777
New York,NY101634777
    General Purposes 200

Mt Washington Pediatric Hospital

1708 West Rogers Avenue
Baltimore,MD21209
    General Purposes 15,000

MyClinic Inc

411 W Indiantown Road
Jupiter,FL33458
    General Purposes 2,500

National Aquarium

501 E Pratt Street
Baltimore,MD212023194
    General Purposes 1,000

National Archives Foundation

700 Pennsylvania Avenue NW
Washington,DC20408
    General Purposes 10,200

National Disability Rights Network

820 First Street NE Suite 740
Washington,DC20002
    General Purposes 2,500

National Park Foundation

PO Box 17394
Baltimore,MD212989450
    General Purposes 35,000

National Wildlife Federation

11100 Wildlife Center Drve
Reston,VA201905362
    General Purposes 5,500

Nature Conservancy - Florida

2500 Maitland Center Parkway
Maitland,FL32751
    General Purposes 13,000

Park School

2425 Old Court Road
Baltimore,MD21208
    General Purposes 200

Parkinson's Foundation

200 SE 1st Street Suite 800
Miami,FL33131
    General Purposes 200

Parks & People Foundation

2100 Liberty Heights Avenue
Baltimore,MD21217
    General Purposes 1,000

Peabody Institute

1 East Mount Vernon Place
Baltimore,MD212022397
    General Purposes 1,300

Planned Parenthood of South East and North Florida

2300 N Florida Mago Road
West Palm Beach,FL334096416
    General Purposes 1,000

Promise Fund of Florida

340 Royal Poinciana Way Suite 328
Palm Beach,FL334804006
    General Purposes 10,000

Shriver Hall Concert Series

3400 N Charles Street
Baltimore,MD212182698
    General Purposes 1,000

Sinai Hospital of Baltimore

2401 W Belvedere Avenue
Baltimore,MD21215
    General Purposes 300

Society of the Four Arts

100 Four Arts Plaza
Palm Beach,FL33480
    General Purposes 5,000

Tuck School of Business Dartmouth College

6066 Development Office
Hannover,NH037554400
    General Purposes 250

United States Holocaust Memorial Museum

100 Raoul Wallenberg Place SW
Washington,DC200242126
    General Purposes 2,500

United Way of Central Maryland

1800 Washington Blvd Suite 340
Baltimore,MD21230
    General Purposes 3,000

Valleys Planning Council Inc The

PO Box 5402
Towson,MD212855403
    General Purposes 2,500

Vineyard Preservation Trust

PO Box 5277 99 Main Street
Edgartown,MA02539
    General Purposes 200

Walters Art Museum

600 North Charles Street
Baltimore,MD21201
    General Purposes 5,000

Clyburn Arboretum Friends

4915 Greenspring Avenue
Baltimore,MD21208
    General Purposes 10,000

Arts for Learning Maryland

21 E North Ave 1st Flr
Baltimore,MD21202
    General Purposes 2,000

Baltimore SquashWise

3600 Clipper Mill Road
Baltimore,MD21211
    General Purposes 25,000

Baltimore Tree Trust

2631 Sisson Street
Baltimore,MD21211
    General Purposes 1,500

Baltimore Zionist District

104 Church Lane Suite 130
Baltimore,MD21208
    General Purposes 2,500

Beth El Congregation

8101 Park Heights Avenue
Baltimore,MD21208
    General Purposes 2,500

Center for Hope

2300 North Charles Street
Baltimore,MD21218
    General Purposes 2,000

Endowment for Middle East Truth

PO Box 66366
Washington,DC200356366
    General Purposes 1,000

Furry Friends Adoption Clinic & Ranch

100 Capital Street
Jupiter,FL33458
    General Purposes 5,000

Horticultural Society of Maryland

PO Box 4213
Lutherville,MD210944214
    General Purposes 2,500

Jewish National Fund

78 Randall Avenue
Rockville Centre,NY115703946
    General Purposes 2,500

Living Classrooms Foundation

1417 Thames Street
Baltimore,MD21231
    General Purposes 2,500

Maryland Zoo in Baltimore

3300 Falls Road
Baltimore,MD21217
    General Purposes 10,000

Mt Washington Pediatric Foundation

1708 West Rogers Avenue
Baltimore,MD21209
    General Purposes 10,000

Central Scholorship of Maryland

6 Park Center Court Suite 211
Owings Mills,MD21117
    General Purposes 500

University of Pennsylvania The Penn Fund

PO Box 71332
Philadelphia,PA191769913
    General Purposes 500
Total .................................right arrow 3a 559,200
bApproved for future payment

Johns Hopkins Bloomberg School of Public Health
615 N Wolfe Street E2132
Baltimore,MD212052179
    General Purposes 125,000
Total ................................. right arrow 3b 125,000
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 ...........
  12,007 14    
4 Dividends and interest from securities ....   238,517 14    
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 ............
  745,525 18    
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 996,049    
13Total. Add line 12, columns (b), (d), and (e)..................
13
996,049
(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.)
1 Not Applicable
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: 24019898
Software Version: 24.0.1.0
Part VI Line 7 - Tax Paid with the Original Return: 12,727


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

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

52-1199165
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

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

527 political organization


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

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

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
Eliasberg Family Foundation Inc
 
Employer identification number
52-1199165
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
Eliasberg Family Foundation Inc
 
Employer identification number

52-1199165
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
Eliasberg Family Foundation Inc
 
Employer identification number

52-1199165
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID: 24019898
Software Version: 24.0.1.0

TY 2024 InvestmentsCorpBondsSchedule
Name:
Eliasberg Family Foundation Inc
EIN:
52-1199165
Software ID:
24019898
Software Version:
24.0.1.0
Name of Bond End of Year Book Value End of Year Fair Market Value

TY 2024 InvestmentsCorpStockSchedule
Name:
Eliasberg Family Foundation Inc
EIN:
52-1199165
Software ID:
24019898
Software Version:
24.0.1.0
Name of Stock End of Year Book Value End of Year Fair Market Value
Alphabet, Inc. 106,676 341,649
Amazon 114,420 449,311
Ansys, Inc. 37,291 251,986
Bio-Techne Corp. 107,351 206,654
CBRE Group, Inc. 38,666 187,613
CoStar Group 37,354 136,665
Danaher Corp. 103,702 244,471
Ecolab 70,593 157,229
Emerson Electric 84,612 185,895
Fastenal Co. 27,349 93,555
Intuitive Surgical 12,096 151,890
Johnson Johnson 71,678 151,706
Mastercard 65,666 379,130
Moodys 67,963 222,957
Procter Gamble 51,480 134,120
S P Global 57,757 284,375
Thermo Fisher Scientific 84,585 201,329
Veeva Systems 185,129 213,614
Visa, Inc. 89,682 391,258
Vulcan Materials Co. 95,662 226,620
Waste Connections 75,770 195,258
Atlassian Corp. 48,310 82,019
Guidewire Software 68,352 187,124
BP Plc 149,925 162,580
J P Morgan Chase Co. 214,629 335,594
M T Bank Corp. 214,048 282,015
Floor Decor Holdings, Inc. 96,718 129,610
Manhattan Associates, Inc. 100,437 229,704
Microsoft Corp. 188,252 306,009
Novanta, Inc. 97,410 100,828
Old Dominion Freight Line 195,203 218,560
Repligen Corp. 94,210 80,606
Siteone Landscape Supply, Inc. 64,883 74,187
West Pharmaceutical Services, Inc. 187,617 209,966
Abbvie, Inc. 162,801 213,240
International Business Machines 213,450 329,745
Union Pacific Corp. 164,718 159,628
Intuit, Inc. 136,593 169,067
Kinsale Capital Group, Inc. 92,782 128,841
Monolithic Power Systems, Inc. 117,502 153,842
Sherwin Williams Co. 158,731 217,895
Veralto Corp. 135,792 193,209
Zoetis, Inc. 165,184 161,627
HEICO Corporation 98,374 258,093
Amgen, Inc. 121,789 104,256
Chevron Corporation 155,580 144,840
Verizon Communications, Inc. 154,080 159,960
Asml Holdings Nv 171,276 158,715
Cadence Design Sys, Inc. 128,025 151,732
Copart, Inc. 94,292 104,966
Schlumberger Ltd 164,700 153,360
Servicenow, Inc. 72,962 110,252
Tyler Technologies, Inc. 64,759 78,423
Uber Technologies, Inc. 143,030 130,894

TY 2024 LegalFeesSchedule
Name:
Eliasberg Family Foundation Inc
EIN:
52-1199165
Software ID:
24019898
Software Version:
24.0.1.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Legal Fees 137     137


TY 2024 OtherAssetsSchedule
Name:
Eliasberg Family Foundation Inc
EIN:
52-1199165
Software ID:
24019898
Software Version:
24.0.1.0
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value


TY 2024 OtherDecreasesSchedule
Name:
Eliasberg Family Foundation Inc
EIN:
52-1199165
Software ID:
24019898
Software Version:
24.0.1.0
Description Amount
Increase in Grants Payable 115,000


TY 2024 OtherExpensesSchedule
Name:
Eliasberg Family Foundation Inc
EIN:
52-1199165
Software ID:
24019898
Software Version:
24.0.1.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Management Fees 72,000     72,000
Miscellaneous 88     88


TY 2024 OtherLiabilitiesSchedule
Name:
Eliasberg Family Foundation Inc
EIN:
52-1199165
Software ID:
24019898
Software Version:
24.0.1.0
Description Beginning of Year - Book Value End of Year - Book Value


TY 2024 OtherProfessionalFeesSchedule
Name:
Eliasberg Family Foundation Inc
EIN:
52-1199165
Software ID:
24019898
Software Version:
24.0.1.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Dent Fees 82,214 82,214    
U.S. Trust Fees 2,310 2,310    


TY 2024 TaxesSchedule
Name:
Eliasberg Family Foundation Inc
EIN:
52-1199165
Software ID:
24019898
Software Version:
24.0.1.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Federal Excise Tax 10,700      
Foreign Taxes 488 488